Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF inkluderar Exchange Traded Concepts, Llc, Christopher J. Hasenberg, Inc, rebel Financial LLC, CBM Financial, LLC, Gibbs Wealth Management, Foronjy Financial Llc, Collier Financial, Ensign Peak Advisors, Inc, Fountainhead AM, LLC, ICSIX - Dynamic U.S. Opportunity Fund Class I, Manning & Napier Advisors Llc, Valpey Financial Services, LLC, Slagle Financial, LLC, Jacksonville Wealth Management, LLC, Hutchinson Financial Advisors, INC, Heritage Wealth Architects, Inc., Anchor Pointe Wealth Management, LLC, TT Capital Management LLC, Scott Marsh Financial, LLC, och Congress Wealth Management LLC / DE / .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 174 450 | 17,97 | 9 131 | 20,90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 10 800 | 28,48 | 565 | 31,70 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 304 726 | 17,81 | 16 | 15,38 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 11 267 | 1,29 | 575 | 1,23 | ||||
| 2025-08-05 | 13F | Burney Co/ | 66 513 | 40,25 | 3 481 | 43,78 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6 551 | 0,28 | 343 | 2,70 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 538 690 | 0,60 | 28 195 | 3,10 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5 725 | 84,20 | 297 | 87,97 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15 040 | 95,32 | 787 | 100,25 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 711 937 | 3,13 | 37 263 | 5,70 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 23 093 | 1 180 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 471 136 | 60,16 | 24 659 | 64,14 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 4 536 | 10,80 | 237 | 13,40 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 989 774 | 3 960,94 | 51 805 | 4 064,31 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 20 695 | 41,57 | 1 083 | 45,17 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 628 | 0,49 | 85 | 3,66 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 177 053 | 9,70 | 9 267 | 12,42 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 231 | 579,41 | 12 | 1 100,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 135 687 | 0,65 | 7 102 | 3,14 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 575 | 16,16 | 30 | 20,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5 156 | 0,02 | 270 | 2,28 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 99 426 | 3,07 | 5 204 | 5,62 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3 976 | 191,07 | 208 | 201,45 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 30 302 | 1 579 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 36 647 | 2,98 | 1 918 | 5,56 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 150 528 | 1,52 | 7 879 | 4,04 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 7 000 | 366 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 580 273 | 13,89 | 30 371 | 16,72 | ||||
| 2025-07-18 | 13F | Vicus Capital | 645 443 | 10,26 | 33 783 | 13,01 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 502 | 26 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 2 375 | 0,47 | 124 | 3,33 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 277 | 15 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 330 910 | 23,07 | 17 320 | 26,13 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 110 741 | 15,12 | 110 476 | 17,98 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 30 792 | 7,85 | 1 612 | 10,49 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 61 | 3 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 355 | 29,09 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 8 118 | 0,45 | 425 | 2,91 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 5 796 | 303 | ||||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 5 387 | 282 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 11 380 | 0,25 | 596 | 2,76 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 13 148 | 1,32 | 688 | 3,93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 198 387 | 43,50 | 10 384 | 47,07 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 13 475 | 0,47 | 705 | 3,07 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 4 505 | 0,09 | 236 | 2,62 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 17 395 | 0,27 | 910 | 2,82 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 564 436 | 12,08 | 29 543 | 14,87 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 189 869 | 2,16 | 9 938 | 4,70 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 70 172 | 0,30 | 3 673 | 2,77 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 441 220 | 0,95 | 23 093 | 3,45 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 66 725 | 14,27 | 3 492 | 17,10 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 398 782 | 14,07 | 20 872 | 16,91 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 193 124 | 2,11 | 10 108 | 4,66 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 12 373 | 8,05 | 648 | 10,79 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 18 083 | 477,18 | 942 | 496,20 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11 049 | 70,88 | 578 | 75,15 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 5 644 | 0 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 231 966 | 10,93 | 12 141 | 13,69 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 8 840 | 14,05 | 467 | 18,23 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 348 842 | 35,07 | 18 258 | 38,43 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 53 677 | 0,10 | 2 809 | 2,59 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 24 706 | 0,00 | 1 293 | 2,54 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 62 533 | 543,28 | 3 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4 612 | 241 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 196 168 | 5,67 | 62 607 | 8,29 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 655 | 13,32 | 34 | 17,24 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 20 017 | 111,15 | 1 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 6 506 | 26,11 | 341 | 29,28 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 153 | 15 200,00 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 23 217 | 0,67 | 1 215 | 3,23 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5 264 | 276 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 140 868 | 3,44 | 7 373 | 6,01 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 30 244 | 6,33 | 1 583 | 8,95 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 36 093 | 174,43 | 1 889 | 200,32 | ||||
| 2025-08-01 | 13F | First National Trust Co | 2 103 940 | 7,22 | 110 120 | 9,89 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 283 471 | 10,84 | 14 837 | 13,60 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 27 233 | 13,15 | 1 425 | 15,95 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 79 390 | 15,24 | 4 155 | 18,11 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 133 154 | 9,03 | 6 969 | 11,75 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 48 010 | 11,59 | 2 513 | 14,34 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 37 781 | 29,86 | 1 977 | 33,13 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 115 122 | 2,57 | 6 070 | 5,90 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 117 | 6 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 14 702 | 0,47 | 770 | 2,95 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 5 441 | 5,49 | 289 | 9,51 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 13 348 | 5,51 | 699 | 8,05 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 564 782 | 9,86 | 29 561 | 12,59 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 236 858 | 6,55 | 12 397 | 9,21 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 32 486 | 0,42 | 1 693 | 6,41 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 95 318 | 72,99 | 4 989 | 77,32 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 13 538 | 709 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 47 252 | 5,89 | 2 473 | 8,56 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 135 902 | 4,31 | 7 113 | 6,90 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 5 264 | 0,13 | 276 | 2,61 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 94 036 | 16,52 | 4 922 | 19,41 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7 100 | 29,30 | 377 | 46,12 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 8 996 | 0,75 | 471 | 8,05 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 154 854 | 22,90 | 8 105 | 26,01 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 11 029 | 2,06 | 577 | 4,72 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 91 561 | 39,12 | 4 792 | 42,58 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 54 259 | 1,30 | 2 840 | 3,80 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2 064 818 | 3,51 | 108 073 | 6,08 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 9 730 | 509 | ||||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 770 196 | 4,18 | 40 601 | 7,78 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 79 247 | 53,39 | 4 148 | 57,20 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10 297 | 539 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 33 949 | 1,63 | 1 807 | 10,12 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 209 027 | 1,99 | 10 940 | 4,53 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 148 436 | 6,11 | 7 769 | 8,75 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 191 638 | 5,74 | 376 410 | 8,37 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 4 627 | 242 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4 094 | 209 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 106 745 | 39,67 | 57 927 | 43,14 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 102 531 | 2,03 | 5 417 | 14,48 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 972 397 | 32,15 | 50 895 | 35,44 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 173 022 | 6,14 | 9 056 | 8,77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 562 442 | 3,04 | 29 438 | 5,61 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 14 794 | 0,06 | 774 | 2,52 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 34 437 | 0,11 | 1 802 | 3,50 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 52 801 | 1,04 | 2 764 | 3,56 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 159 742 | 2,25 | 8 096 | −1,94 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 50 978 | 264,52 | 2 668 | 273,67 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 127 031 | 7,94 | 6 649 | 10,62 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 6 312 | 330 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 7 656 | 9,34 | 401 | 12,04 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 554 | 0,18 | 29 | 3,57 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 6 334 | 332 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 475 061 | 46,17 | 24 865 | 49,81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 6 146 | 7,24 | 322 | 9,93 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 640 | 63 900,00 | 33 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 105 604 | 11,28 | 5 527 | 14,05 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 15 959 | 0,03 | 835 | 2,58 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 885 530 | 1,54 | 46 349 | 4,06 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 83 | 4 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 269 924 | 43,75 | 14 128 | 47,33 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 14 209 | 9,52 | 744 | 12,24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 89 800 | 344,55 | 4 700 | 355,87 | |||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 162 352 | 5,03 | 8 498 | 7,64 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 448 072 | 6,48 | 23 452 | 9,13 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 222 651 | 2,42 | 11 654 | 4,96 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 6 359 | 0,08 | 333 | 2,47 | ||||
| 2025-08-05 | 13F | Rockline Wealth Management, LLC | 3 935 | 206 | ||||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 4 075 | 213 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 138 516 | 26,27 | 7 250 | 29,40 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 14 383 | 3,23 | 753 | 5,77 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 326 462 | 36,57 | 17 087 | 39,97 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 7 266 | 1,88 | 380 | 4,40 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5 674 | 9,79 | 297 | 12,55 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 83 525 | 185,43 | 4 372 | 195,14 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 11 442 | 28,58 | 605 | 33,04 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 4 848 | 254 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 405 567 | 21 227 | ||||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 6 008 | 0,35 | 314 | 2,95 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 54 289 | 1,73 | 2 841 | 4,26 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 5 466 | 13,99 | 286 | 17,21 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 162 833 | 398,30 | 8 523 | 410,91 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 27 616 | 0,94 | 1 445 | 3,44 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 10 384 | 543 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 235 | 117 | ||||||
| 2025-08-11 | 13F | Aviso Wealth Management | 10 881 | 40,93 | 570 | 44,42 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 133 986 | 6,03 | 7 013 | 8,66 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 51 319 | 7,05 | 2 686 | 9,72 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 14 465 | 91,54 | 757 | 96,11 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 85 200 | 0,10 | 4 459 | 2,60 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 126 662 | 4,67 | 6 629 | 7,27 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 12 959 | 0,15 | 678 | 2,73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 484 953 | 5,53 | 78 | 8,45 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 104 077 | 453,93 | 5 447 | 467,99 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 385 994 | 29,24 | 20 736 | 41,14 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 95 318 | 72,99 | 4 989 | 77,32 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 9 978 | 19,53 | 522 | 22,54 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 18 340 | 14,50 | 960 | 17,24 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 250 | 13 | ||||||
| 2025-07-15 | 13F | Lynch & Associates/in | 150 508 | 1,94 | 7 878 | 4,47 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3 792 | 39,93 | 198 | 43,48 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 166 373 | 24,98 | 8 708 | 28,08 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 243 837 | 16,80 | 12 762 | 19,71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 813 974 | 18,48 | 94 943 | 21,43 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1 339 077 | 12,56 | 70 087 | 15,36 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 65 600 | 3 434 | ||||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 158 229 | 11,09 | 8 282 | 13,86 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 11 215 | 69,80 | 587 | 73,89 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 164 662 | 10 064,32 | 8 618 | 10 409,76 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 106 305 | 7,61 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 178 218 | 9,60 | 9 328 | 12,32 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 6 306 | 10,96 | 334 | 14,83 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 526 | 4 681,82 | 28 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 5 882 | 11,46 | 308 | 14,13 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 142 144 | 9,80 | 7 440 | 12,52 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 8 588 | 0,22 | 449 | 2,75 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 376 481 | 4,59 | 20 | 5,56 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 879 270 | 9,97 | 255 381 | 12,70 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 6 399 | 1,44 | 335 | 3,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 4 123 | 216 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 612 942 | 104,49 | 31 941 | 110,46 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 158 035 | 4,30 | 8 272 | 6,89 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 210 | 0,96 | 0 | |||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 30 824 | 1 613 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 35 900 | 29,29 | 1 879 | 32,51 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 192 560 | 3,71 | 10 079 | 6,29 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 13 865 | 52,20 | 726 | 55,91 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 263 | 0,38 | 14 | 0,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 176 959 | 2,84 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 49 001 | 4,25 | 2 565 | 6,83 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 237 237 | 5,57 | 12 417 | 8,19 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 456 732 | 26,84 | 23 905 | 30,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 336 728 | 22,17 | 17 624 | 26,30 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3 170 | 4,48 | 166 | 7,14 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 819 774 | 8,60 | 42 907 | 11,30 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 31 493 | 13,28 | 1 661 | 22,42 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 414 863 | 4,29 | 21 714 | 6,88 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 22 042 | 1,08 | 1 154 | 3,59 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 107 838 | 7,18 | 5 749 | 114 860,00 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 77 848 | 64,78 | 4 075 | 68,91 | ||||
| 2025-08-07 | 13F | PFG Advisors | 74 611 | 113,52 | 3 905 | 118,89 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 58 577 | 13,24 | 3 066 | 16,05 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 910 472 | 12,22 | 48 911 | 22,55 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 608 841 | 22,58 | 136 547 | 25,63 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 8 674 | 86,22 | 458 | 103,56 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 290 | 15 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4 734 | 9,31 | 248 | 11,76 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 33 423 | 5,88 | 1 749 | 8,50 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 4 129 | 1,23 | 216 | 3,85 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 157 | 8 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 42 208 | 0,01 | 2 209 | 2,51 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 6 840 | 0,31 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 4 386 | 230 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 7 923 | 0,49 | 415 | 2,99 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 4 389 | 230 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 72 222 | 7,24 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 35 774 | 4,21 | 1 872 | 6,79 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 260 687 | 0,45 | 13 644 | 2,95 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 325 567 | 2,72 | 17 040 | 5,28 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 19 012 | 0,29 | 995 | 2,79 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 579 699 | 4,04 | 30 341 | 6,62 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 3 833 | 201 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 663 | 0,11 | 296 | 2,78 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 133 758 | 3,75 | 7 072 | 11,16 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 8 456 | 1,29 | 432 | 1,17 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 16 119 | 0,49 | 844 | 2,93 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 1 302 900 | 33,13 | 68 194 | 36,44 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 182 374 | 18,52 | 9 545 | 21,47 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 117 989 | 5,80 | 6 176 | 8,43 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 086 | 2,07 | 266 | 4,72 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 101 219 | 21,52 | 5 298 | 24,55 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 456 511 | 26,08 | 237 131 | 31,37 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 182 945 | 21,85 | 9 575 | 24,89 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 455 643 | 0,50 | 180 868 | 3,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 48 053 | 3,25 | 2 515 | 5,85 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 554 178 | 7,08 | 29 006 | 9,74 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 360 928 | 2,15 | 18 891 | 4,69 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 107 876 | 0,33 | 5 646 | 2,82 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 122 277 | 0,00 | 6 400 | 2,48 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 10 546 | 1,11 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 114 100 | 112,08 | 5 972 | 117,36 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 256 973 | 764,59 | 13 450 | 786,55 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 32 079 | 2,47 | 1 679 | 5,07 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 5 490 | 0,27 | 287 | 2,87 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 821 052 | 1,40 | 304 674 | 3,92 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 5 812 | 0,35 | 304 | 3,05 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 17 402 | 911 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 6 432 | 3,44 | 337 | 5,99 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 23 748 | 1 243 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 6 885 | 370 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 13 355 | 0,77 | 698 | 3,41 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 285 131 | 1,55 | 14 924 | 4,07 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 14 791 | 1,17 | 774 | 3,75 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 243 | 15,20 | 65 | 18,18 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 223 841 | 11 716 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 32 093 | 9,39 | 1 680 | 12,08 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 20 465 | 18,28 | 1 071 | 21,29 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 12 279 | 86,33 | 643 | 91,07 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 181 480 | 5,00 | 9 499 | 7,61 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 3 950 | 207 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 1 770 576 | 2,69 | 92 672 | 5,24 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 266 579 | 13 953 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 27 039 | 7,10 | 1 415 | 9,78 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 12 320 | 0,46 | 645 | 2,88 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 5 265 | 0,15 | 276 | 2,61 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 95 455 | 1,29 | 4 996 | 3,82 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25 047 | 53,20 | 1 311 | 57,07 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 12 227 | 72,19 | 640 | 76,52 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 807 047 | 5 144,51 | 35 | −98,07 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 956 585 | 3,75 | 50 | 6,38 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 191 665 | 22,36 | 10 032 | 25,40 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 6 372 | 334 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 8 000 | 18,94 | 419 | 21,87 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3 709 949 | 14,33 | 194 179 | 17,17 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 286 385 | 0,15 | 14 989 | 2,64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 58 783 | 90,80 | 3 | 200,00 | ||||
| 2025-04-15 | 13F | Collier Financial | 166 349 | 8 495 | ||||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 177 | 69 | −10,53 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 501 | 4,38 | 26 | 8,33 | ||||
| 2025-03-27 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 473 422 | 722,28 | 24 902 | 728,38 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 517 826 | 16,48 | 27 103 | 19,38 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 883 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13 745 | 859,85 | 719 | 884,93 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 36 023 | 0,40 | 1 885 | 2,89 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 57 469 | 3 008 | ||||||
| 2025-08-05 | 13F | Access Investment Management LLC | 1 050 | 55 | ||||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 10 104 | 529 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 500 570 | 8,48 | 26 200 | 11,18 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 161 314 | 3,09 | 8 443 | 9,61 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 117 355 | 3,56 | 6 142 | 6,13 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 135 | 7 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 10 721 | 3,32 | 561 | 6,05 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 596 810 | 24,12 | 83 577 | 27,21 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 130 380 | 17,28 | 6 824 | 20,19 | ||||
| 2025-07-11 | 13F | Bell Bank | 1 516 195 | 5,15 | 79 358 | 7,76 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 12 693 | 0,74 | 664 | 3,27 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 30 588 | 1 601 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 43 800 | 9,23 | 2 292 | 11,97 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 135 269 | 0,13 | 7 080 | 5,96 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 195 086 | 2,87 | 10 211 | 5,42 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 14 657 | 7,31 | 767 | 10,04 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 21 266 | 1 063 | ||||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 685 828 | 22,14 | 35 896 | 25,17 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 126 386 | 1,34 | 6 615 | 3,86 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 16 630 130 | 2,61 | 870 421 | 10,05 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 1 106 250 | 2,07 | 57 901 | 4,61 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 156 650 | 3,57 | 8 199 | 6,15 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 207 | 0,49 | 11 | 0,00 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 3 131 577 | 5,14 | 163 218 | 16,39 | ||||
| 2025-08-04 | 13F | Fortune 45 LLC | 13 299 | 0,33 | 696 | 2,81 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 985 | 209 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 70 624 | 5,60 | 3 696 | 8,23 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 7 271 | 3,43 | 381 | 5,85 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 21 263 | 0,53 | 1 113 | 2,96 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 48 325 | 18,44 | 2 553 | 22,56 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 390 837 | 1,93 | 20 456 | 4,46 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8 940 | 87,93 | 468 | 92,98 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 87 693 | 0,24 | 4 590 | 2,73 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 20 739 | 0,31 | 1 085 | 2,84 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 9 392 | 26,37 | 492 | 29,55 | ||||
| 2025-08-12 | 13F | Ensign Peak Advisors, Inc | 112 094 | 5 867 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 247 197 | 10,99 | 12 938 | 13,75 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6 924 | 9,92 | 362 | 12,77 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 262 373 | 1,68 | 13 733 | 4,20 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 106 574 | 2,74 | 5 578 | 5,30 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 68 995 | 2,87 | 3 611 | 5,43 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 29 561 | 2,89 | 1 547 | 5,45 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9 993 | 75,75 | 510 | 75,86 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 84 995 | 18,77 | 4 449 | 21,73 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 172 588 | 15,08 | 9 034 | 15,31 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 7 009 | 0,88 | 367 | 3,39 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10 913 | 0,95 | 571 | 3,44 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 43 910 | 24,22 | 2 298 | 27,31 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 472 831 | 3,26 | 24 748 | 5,83 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 92 899 | 8,95 | 4 862 | 11,67 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 839 061 | 99,37 | 148 596 | 104,32 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 170 978 | 14,95 | 8 949 | 17,64 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 99 192 | 2,56 | 5 192 | 5,10 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 350 380 | 4,54 | 18 339 | 7,13 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 268 554 | 0,20 | 14 413 | 12,36 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 81 086 542 | 2,89 | 4 244 069 | 5,45 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 57 596 | 2,17 | 3 015 | 4,73 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 503 | 26 | ||||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 16 559 | 0,16 | 867 | 2,61 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 423 743 | 3,02 | 22 179 | 5,58 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 238 341 | 5,33 | 12 475 | 7,94 | ||||
| 2025-07-31 | 13F | United Community Bank | 168 | 9 | ||||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 5 918 | 5,27 | 310 | 7,67 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 16 435 | 860 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 384 101 | 3,90 | 229 464 | 6,49 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 830 617 | 8,16 | 43 474 | 10,85 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 125 | 0 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 57 476 | 21,90 | 3 008 | 24,92 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 13 | 1 | ||||||
| 2025-07-16 | 13F | FCG Investment Co | 39 584 | 5,85 | 2 072 | 8,49 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 232 312 | 1,24 | 12 159 | 3,75 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11 404 | 8,49 | 602 | 12,31 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 272 487 | 0,92 | 14 262 | 3,42 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 2 259 | 0,49 | 118 | 3,51 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 52 916 | 1,79 | 2 770 | 4,33 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 140 563 | 9,57 | 7 | 16,67 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 985 939 | 9,93 | 51 604 | 17,57 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5 702 | 298 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 40 209 | 2 105 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 5 365 | 82,55 | 281 | 86,67 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 726 | 143 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 55 154 | 1,57 | 2 887 | 4,08 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 19 132 | 4,75 | 1 001 | 7,40 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 22 551 | 1,32 | 1 180 | 3,87 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 4 526 | 0,42 | 237 | 2,61 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 14 839 | 0,37 | 777 | 2,78 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 32 823 | 1 718 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 4 044 | 0,40 | 212 | 2,93 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 46 188 | 7,52 | 2 417 | 10,21 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 5 900 | 309 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 42 990 | 266,93 | 2 195 | 266,44 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 73 002 | 22,07 | 3 821 | 25,08 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 7 859 | 0,72 | 411 | 3,27 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 464 006 | 7,17 | 24 286 | 9,84 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 684 | 36 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 545 177 | 5,89 | 28 534 | 8,52 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 418 146 | 7,42 | 21 886 | 10,10 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21 921 | 4,69 | 1 158 | 8,33 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 494 328 | 5,67 | 25 873 | 8,30 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 7 131 | 2,57 | 373 | 5,07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4 188 320 | 2,51 | 219 | 5,29 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 1 542 797 | 29,76 | 78 189 | 24,45 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 85 606 | 3,07 | 4 372 | 2,92 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 74 339 | 4,71 | 3 797 | 2,07 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 32 486 | 1,54 | 1 700 | 4,10 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 266 962 | 7,11 | 13 973 | 9,77 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 257 796 | 12,55 | 13 493 | 15,35 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 22 216 | 21,53 | 1 163 | 24,54 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 94 615 | 15,92 | 4 952 | 18,81 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 7 419 | 388 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 1 933 939 | 6,14 | 101 222 | 8,78 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 42 478 | 1,66 | 2 223 | 4,22 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 8 056 | 5,82 | 422 | 8,51 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 697 973 | 0,61 | 36 532 | 3,11 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5 782 | 19,09 | 303 | 22,27 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 183 | 10 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 529 774 | 2,74 | 27 728 | 5,30 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 47 198 | 28,46 | 2 470 | 31,66 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6 391 | 4,00 | 335 | 6,71 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 5 820 | 0,28 | 305 | 2,70 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 823 232 | 30,57 | 200 108 | 33,82 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 88 250 | 2,01 | 4 667 | 11,28 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 47 775 | 24,96 | 2 501 | 28,07 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 12 839 | 17,30 | 672 | 20,25 | ||||
| 2025-07-14 | 13F | Friday Financial | 51 837 | 0,06 | 2 713 | 2,15 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 333 034 | 7,44 | 17 431 | 10,11 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 662 146 | 8,42 | 34 657 | 11,12 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 11 614 | 4,06 | 608 | 6,49 | ||||
| 2025-08-14 | 13F | Hunting Hill Global Capital, LLC | 183 379 | 9 598 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 35 498 | 15,75 | 1 858 | 18,58 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 20 979 | 2,18 | 1 098 | 4,77 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 19 614 | 7,36 | 1 027 | 10,09 | ||||
| 2025-05-21 | 13F | CBM Financial, LLC | 255 334 | 13 027 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 103 627 | 86,50 | 5 424 | 91,15 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 416 777 | 4,45 | 21 814 | 7,05 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 681 | 0,29 | 35 | 0,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 001 606 | 5,71 | 52 424 | 8,34 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3 599 | 53,08 | 188 | 56,67 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 13 775 | 25,99 | 721 | 28,98 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3 358 | 3,58 | 176 | 6,06 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 9 913 | 519 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 828 | 208,96 | 43 | 230,77 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 119 455 | 5,95 | 6 422 | 16,70 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 183 619 | 4,62 | 9 611 | 21,38 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 213 790 | 3,78 | 272 890 | 6,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 673 891 | 3,64 | 87 611 | 6,22 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 376 239 | 3,20 | 19 692 | 5,77 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1 880 110 | 22,55 | 98 405 | 25,60 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 24 805 | 30,36 | 1 311 | 50,17 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 180 223 | 3,06 | 9 433 | 5,61 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 344 305 | 1,01 | 18 021 | 3,52 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 6 782 | 355 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 137 | 7 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 661 213 | 10,72 | 34 608 | 13,47 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 124 847 | 15,12 | 6 534 | 17,98 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 84 663 | 9,08 | 4 431 | 11,81 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 3 859 | 0 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 25 219 | 14,01 | 1 320 | 16,83 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 8 257 | 0,32 | 432 | 2,86 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7 093 | 371 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 17 468 | 23,39 | 935 | 35,51 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 658 | 6,78 | 348 | 9,43 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 16 205 | 4,14 | 864 | 8,69 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2 167 | 138,66 | 113 | 145,65 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 16 819 | 880 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 5 285 | 277 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 766 456 | 5,75 | 40 116 | 8,38 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 52 660 | 2,22 | 2 689 | 2,09 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 6 790 | 0,70 | 355 | 3,20 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 46 542 | 6,56 | 2 436 | 9,24 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 8 581 | 449 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4 465 | 234 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 132 856 | 2,25 | 1 738 | 7,22 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15 588 | 2,52 | 816 | 5,03 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 34 427 | 209,15 | 2 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 8 168 | 26,83 | 428 | 30,18 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 235 619 | 8,02 | 12 332 | 10,71 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 18 326 | 10,75 | 959 | 13,49 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 29 | −91,57 | ||||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 386 944 | 4,57 | 20 253 | 7,18 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 807 | 75,82 | 42 | 82,61 | ||||
| 2025-07-16 | 13F | Novem Group | 230 881 | 3,55 | 12 084 | 6,13 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 24 844 | 120,87 | 1 300 | 126,48 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 27 505 | 0,72 | 1 440 | 3,23 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 46 553 | 2 437 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 271 615 | 4,11 | 432 936 | 6,70 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 1 290 | 0,86 | 68 | 3,08 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 21 241 | 54,83 | 1 112 | 58,71 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 22 971 | 0,03 | 1 202 | 2,56 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 44 416 | 25,87 | 2 325 | 28,97 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 35 595 | 1 863 | ||||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 15 676 | 820 | ||||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 12 001 | 0,38 | 628 | 2,95 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 5 334 | 3,45 | 279 | 6,08 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 713 | 0,58 | 299 | 3,10 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 799 564 | 0,47 | 41 849 | 2,97 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 377 880 | 3,28 | 19 778 | 5,84 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 249 751 | 13 224 | ||||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 12 309 | 1,73 | 644 | 4,38 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 9 470 | 0,34 | 493 | 3,35 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 5 202 | 330,63 | 272 | 345,90 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 215 595 | 4,70 | 11 472 | 9,09 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 33 119 | 0,31 | 1 733 | 2,79 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 176 652 | 9 246 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 619 361 | 2,01 | 32 417 | 4,54 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 85 139 | 18,41 | 4 456 | 21,38 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 30 527 | 1,37 | 1 598 | 3,90 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 28 453 | 3,62 | 1 489 | 6,21 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 12 645 | 2,22 | 662 | 4,75 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2 096 598 | 4,16 | 109 736 | 6,75 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 17 119 | 5,34 | 896 | 8,08 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 221 815 | 3,28 | 11 610 | 5,84 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 12 177 | 637 | ||||||
| 2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 42 311 | 2 215 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 23 853 | 8,15 | 1 248 | 10,83 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 9 067 | 475 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 625 524 | 4,06 | 242 099 | 6,65 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4 392 930 | 6,28 | 229 926 | 8,92 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 59 458 | 153,03 | 3 | 200,00 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 419 637 | 4,52 | 22 | 10,00 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 47 608 | 3,58 | 2 492 | 6,14 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 24 878 | 40,92 | 1 302 | 44,51 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 82 600 | 919,75 | 4 323 | 946,73 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 235 365 | 9,07 | 12 446 | 12,94 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 138 907 | 0,89 | 7 270 | 3,40 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 109 310 | 37,25 | 5 721 | 40,67 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 487 696 | 0,77 | 25 526 | 3,28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 412 764 | 6,07 | 21 604 | 8,56 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 635 558 | 39,13 | 33 265 | 42,60 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 701 | 0,57 | 37 | 2,86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 478 462 | 5,50 | 339 083 | 8,12 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 4 069 | 215 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 365 | 19 | ||||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 93 195 | 0,25 | 4 878 | 2,74 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 13 783 | 110,01 | 721 | 115,22 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 129 431 | 5,18 | 7 | 0,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5 165 | 0,21 | 270 | 2,66 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 15 240 | 0,24 | 798 | 2,71 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 47 303 | 0,39 | 2 476 | 2,87 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 370 454 | 0,38 | 19 390 | 2,88 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3 051 332 | 11,44 | 159 707 | 14,21 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 153 644 | 8,10 | 8 042 | 10,79 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 3 903 | 204 | ||||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 70 778 | 211,52 | 3 705 | 219,31 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 7 469 | 391 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 9 090 | 10,84 | 476 | 13,64 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 695 083 | 36 381 | ||||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 52 162 | 0,06 | 2 730 | 2,55 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 540 467 | 45,10 | 28 288 | 48,71 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 83 568 | 1,45 | 4 268 | 1,31 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 611 808 | 12,94 | 32 022 | 15,75 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 000 442 | 32,74 | 52 363 | 36,04 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 79 406 | 12,52 | 4 205 | 16,26 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 338 386 | 56,54 | 17 711 | 60,44 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 16 671 | 873 | ||||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 555 096 | 26,17 | 29 054 | 29,31 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 838 839 | 103,59 | 96 245 | 108,66 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 673 435 | 10,75 | 244 607 | 13,50 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5 527 | 2,69 | 289 | 5,47 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 13 286 | 36,52 | 679 | 43,04 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 280 148 | 3 593,45 | 14 663 | 3 688,63 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 909 779 | 20,08 | 48 | 23,68 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 354 | 5,95 | 71 | 7,69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | Put | 10 200 | 24,39 | 534 | 27,51 | |||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2 602 | 136 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 11 217 | 587 | ||||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 138 663 | 2,95 | 7 258 | 5,51 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6 824 | 3,82 | 357 | 6,57 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 98 160 | 7,70 | 5 138 | 10,38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 45 142 578 | 5,49 | 2 362 762 | 8,12 |
