Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI USA Min Vol Factor ETF inkluderar Glenmede Investment Management, LP, Portfolio Design Labs, LLC, Healthcare Of Ontario Pension Plan Trust Fund, AAFCPAs Wealth Management, LLC, Edmond De Rothschild Holding S.a., Sagard Holdings Management Inc., Croban, KADIX - Kensington Active Advantage Fund Institutional Class Shares, Kensington Asset Management, LLC, Gotham Asset Management, LLC, Elevate Capital Advisors, LLC, Kingstone Capital Partners Texas, LLC, Stark Wealth Management LLC, Divergent Planning, LLC, Midwest Trust Co, Lifeworks Advisors, LLC, TFAZX - TFA Tactical Income Fund Class I, Cubist Systematic Strategies, LLC, Brady Martz Wealth Solutions, LLC, och Boreal Capital Management LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5 138 | 24,17 | 482 | 24,55 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 92 492 | 9,79 | 8 586 | 10,96 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5 874 | 128,92 | 551 | 138,53 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 135 922 | 12 759 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 84 804 | 37,29 | 7 961 | 37,60 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 6 244 | 4,07 | 586 | 4,46 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 87 984 | 1,82 | 8 259 | 2,05 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 112 508 | 3,97 | 10 561 | 4,20 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 047 | 380 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 046 | 1,29 | 943 | 1,62 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 5 862 | 112,01 | 550 | 113,18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 700 707 | 7,89 | 65 775 | 8,13 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 133 665 | 8,83 | 12 547 | 9,08 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 4 312 | 0,02 | 405 | 0,25 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 10 120 | 5,89 | 950 | 6,03 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49 446 | 18,17 | 4 579 | 16,84 | ||||
| 2025-08-04 | 13F | Balentine LLC | 3 077 | 0,26 | 289 | 0,35 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 4 111 | 0,27 | 386 | 0,52 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6 950 | 0,80 | 652 | 1,09 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 217 893 | 0,72 | 20 454 | 0,94 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 23 400 | 70,80 | 2 197 | 71,16 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 3 302 | 0,06 | 310 | 0,00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 6 011 | 564 | ||||||
| 2025-08-14 | 13F | Clg Llc | 8 639 | 0,12 | 811 | 0,25 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 93 082 | 5,10 | 8 738 | 5,34 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 4 040 | 3,54 | 379 | 3,84 | ||||
| 2025-07-18 | 13F | Vicus Capital | 46 495 | 4 365 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 24 624 | 0,34 | 2 311 | 0,57 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 95 801 | 11,65 | 8 993 | 11,90 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 24 085 | 35,25 | 2 261 | 35,49 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4 198 | 394 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 26 766 | 1,36 | 2 513 | 1,58 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 67 157 | 0,75 | 6 304 | 0,98 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 3 049 | 286 | ||||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 6 934 | 0,17 | 651 | 0,31 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 180 124 | 16 908 | ||||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 14 099 | 4 647,14 | 1 323 | 4 800,00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 18 815 | 0,26 | 1 766 | 0,51 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 48 367 | 2,65 | 4 530 | 8,30 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 21 084 | 3,02 | 1 979 | 3,29 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 50 042 | 35,86 | 4 697 | 36,30 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 112 009 | 0,92 | 10 514 | 1,14 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 885 | 83 | ||||||
| 2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 5 800 | 544 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 66 425 | 7,65 | 6 235 | 7,89 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 3 927 | 348 | ||||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 6 695 | 0,15 | 628 | 0,32 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5 176 | 486 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 244 764 | 465,52 | 22 976 | 466,86 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 136 903 | 6,85 | 12 851 | 7,09 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 4 051 | 36,35 | 380 | 36,69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 78 585 | 30,07 | 7 377 | 34,30 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 5 100 | 17,27 | 478 | 24,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 271 470 | 18,46 | 25 483 | 18,73 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 2 347 | 220 | ||||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 4 036 | 62,35 | 379 | 62,93 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 48 449 | 1 107,00 | 4 548 | 1 177,25 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2 423 | 0,21 | 227 | 0,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 202 341 | 0,77 | 207 | 0,98 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 628 | 59 | ||||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 2 463 | 0,37 | 231 | 0,87 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 5 002 | 0,12 | 469 | 0,43 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 3 127 | 7,68 | 288 | 6,27 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 203 668 | 4,36 | 19 118 | 4,60 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 105 617 | 31,60 | 9 914 | 31,91 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 3 031 | 22,76 | 285 | 22,94 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 2 172 | 203 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9 577 | 12,67 | 899 | 12,81 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 576 273 | 7,46 | 54 | 8,00 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 76 157 | 103,33 | 7 149 | 103,82 | ||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 5 712 | 0,35 | 536 | 0,56 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 14 591 | 3,28 | 1 370 | 3,48 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 132 | 12 | ||||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 3 984 | 0,35 | 374 | 0,81 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6 477 | 16,47 | 608 | 16,92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 40 233 | 38,72 | 3 777 | 39,03 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 189 | 0,05 | 206 | 0,49 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 263 164 | 10,14 | 24 703 | 10,38 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 50 930 | 4,00 | 4 781 | 4,23 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18 543 | 64,86 | 1 741 | 65,24 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 475 892 | 20,99 | 45 | 22,22 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 69 010 | 33,34 | 6 463 | 40,65 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 9 715 | 0,09 | 912 | 0,22 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 12 118 | 71,74 | 1 134 | 78,43 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4 627 | 112,54 | 434 | 113,79 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 5 472 | 0,35 | 514 | 2,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 100 | 131,82 | 479 | 132,04 | |||
| 2025-05-12 | 13F | Sandy Spring Bank | 895 | 32,59 | 84 | 40,68 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 42 440 | 7,99 | 3 950 | 10,71 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 14 004 | 0,36 | 1 315 | 0,61 | ||||
| 2025-08-08 | 13F | Vestcor Inc | 114 961 | 1 132,03 | 11 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 3 800 | 357 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 137 220 | 40,62 | 12 881 | 40,93 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 17 220 | 0,34 | 1 616 | 1,51 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 10 092 | 9,85 | 947 | 10,12 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 5 | 0 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 9 831 | 46,67 | 923 | 47,05 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 628 | 0,32 | 59 | 0,00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 40 614 | 3 812 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 21 787 | 3,37 | 2 045 | 3,60 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 15 087 | 1 416 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 2 | 0 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 6 515 | 6,87 | 612 | 7,19 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 23 795 | 9,81 | 2 232 | 9,96 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 30 850 | 0,60 | 2 896 | 0,80 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12 658 | 7,10 | 1 188 | 7,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 658 501 | 13,91 | 62 | 12,96 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 8 945 | 3,34 | 840 | 3,58 | ||||
| 2025-08-12 | 13F | Camden National Bank | 55 592 | 0,13 | 5 218 | 0,35 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 5 099 | 0,20 | 479 | 0,42 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 52 779 | 418,51 | 4 943 | 447,40 | ||||
| 2025-08-08 | 13F | Creative Planning | 266 538 | 4,23 | 25 020 | 4,46 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 3 988 | 374 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 082 | 5,66 | 102 | 6,32 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 73 | 7 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 19 611 | 19,64 | 1 841 | 19,87 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 16 786 | 22,52 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 83 381 | 2,18 | 7 827 | 2,41 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 14 577 | 4,78 | 1 368 | 5,07 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2 852 | 1,46 | 268 | 1,52 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 197 483 | 3,26 | 18 538 | 3,49 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 62 801 | 112,63 | 5 895 | 113,12 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3 119 | 36,56 | 293 | 37,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 2 695 | 253 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 2 819 | 265 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 25 228 | 6,13 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 70 420 | 7 | ||||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 23 600 | 24,87 | 2 215 | 25,14 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 13 067 | 3,35 | 1 227 | 3,55 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 88 714 | 1,28 | 8 328 | 1,50 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 5 643 | 8,69 | 530 | 8,85 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 197 | 0,50 | 112 | 0,90 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 21 640 | 38,41 | 2 031 | 38,73 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 18 353 | 9,41 | 1 723 | 9,61 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5 627 | 203,83 | 528 | 205,20 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 16 938 | 32,43 | 1 503 | 25,48 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 4 036 | 49,98 | 379 | 50,00 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 2 374 | 223 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5 522 | 33,83 | 518 | 34,20 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 20 905 | 0,04 | 1 962 | 0,26 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 198 380 | 23,94 | 18 358 | 24,74 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 18 790 | 0,55 | 1 764 | 0,74 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 4 585 | 0,22 | 430 | 0,47 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 83 985 | 48,47 | 7 884 | 48,79 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 350 316 | 0,37 | 32 884 | 0,60 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 6 684 | 42,91 | 627 | 46,84 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2 723 | 15,28 | 256 | 15,38 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 4 106 | 2,39 | 385 | 2,67 | ||||
| 2025-08-12 | NP | KADIX - Kensington Active Advantage Fund Institutional Class Shares | 23 980 | 2 251 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 202 422 | 3,85 | 19 001 | 4,08 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 5 895 | 0,12 | 553 | 0,36 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 1 270 | 721 | ||||||
| 2025-08-05 | 13F | Snider Financial Group | 10 164 | 4,73 | 954 | 5,07 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 7 301 | 18,93 | 685 | 19,34 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 12 209 | 0,06 | 1 146 | 0,35 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 2 436 | 0,16 | 229 | 0,44 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 136 747 | 11,94 | 12 836 | 12,19 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 7 845 | 39,00 | 736 | 39,39 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 925 | 11,65 | 1 | |||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 37 714 | 3 540 | ||||||
| 2025-07-10 | 13F | Trust Point Inc. | 10 571 | 1,65 | 992 | 1,95 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 57 731 | 9 287,15 | 1 | −100,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 395 | 5,47 | 1 257 | 6,80 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 19 435 | 0,27 | 1 824 | 0,50 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 7 914 | 0,38 | 743 | 0,54 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 21 850 | 0,14 | 2 051 | 0,39 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 5 633 | 0,11 | 529 | 0,19 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 10 311 | 0,23 | 968 | 0,42 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 14 783 | 10,54 | 1 388 | 10,78 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2 134 | 0 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 25 130 | 1,13 | 2 359 | 1,33 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 6 996 | 0,34 | 657 | 0,61 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 20 319 | 0,61 | 1 907 | 0,85 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 289 | 0,77 | 558 | −4,45 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 4 725 | 6,97 | 443 | 6,24 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 161 | 323,68 | 15 | 400,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 40 526 | 469,91 | 3 804 | 471,17 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 3 933 | 0,33 | 369 | 0,54 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 91 573 | 2,07 | 8 596 | 2,30 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 4 572 | 429 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 44 762 | 51,57 | 4 202 | 51,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 904 012 | 3,89 | 178 730 | 4,12 | ||||
| 2025-07-29 | NP | DYTA - SGI Dynamic Tactical ETF | 106 410 | 40,99 | 9 950 | 39,41 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 11 691 | 6,01 | 1 097 | 6,30 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 24 021 | 16,75 | 2 255 | 17,03 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 145 748 | 6,18 | 13 681 | 6,42 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3 028 | 23,09 | 282 | 24,23 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 20 864 | 7,56 | 1 958 | 7,82 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 9 364 | 10,31 | 879 | 10,57 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 36 862 | 5,60 | 3 460 | 5,84 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 7 817 | 20,37 | 726 | 21,64 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 34 935 | 11,76 | 3 279 | 12,03 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 12 124 | 436,70 | 1 | |||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 4 817 | 452 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 9 334 | 18,81 | 876 | 19,18 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 107 186 | 10,66 | 10 062 | 10,90 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4 538 | 426 | ||||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 126 507 | 2,98 | 11 875 | 3,22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 13 315 040 | 1,46 | 1 249 883 | 1,69 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 2 534 | 2,26 | 238 | 6,76 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5 488 | 3,00 | 515 | 3,21 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 130 675 | 1,62 | 12 266 | 3,24 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 63 936 | 73,30 | 6 002 | 73,69 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 226 798 | 4,63 | 21 290 | 4,86 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 116 624 | 14,72 | 10 947 | 14,98 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3 148 | 6,17 | 296 | 6,50 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 36 318 | 0,14 | 3 409 | 0,38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 313 739 | 7,44 | 592 671 | 7,68 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 440 141 | 0,31 | 40 761 | 0,16 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 15 427 | 41,38 | 1 435 | 41,70 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 543 | 145 | ||||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 10 761 | 6,81 | 1 010 | 7,10 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 6 819 | 0,24 | 640 | 0,47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 142 277 | 26,29 | 201 096 | 26,57 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4 321 | 2,13 | 406 | 2,27 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 61 445 | 5,76 | 5 768 | 5,99 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 31 085 | 0,75 | 2 918 | 0,97 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 161 696 | 94,63 | 15 178 | 95,09 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 184 | 148,65 | 17 | 183,33 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 3 862 | 0,10 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 7 381 | 2,59 | 693 | 2,82 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 3 775 | 2,39 | 354 | 2,61 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7 814 | 734 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4 431 | 7,00 | 416 | 7,24 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 303 | 0,33 | 28 | 0,00 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 2 796 | 0,14 | 262 | 0,38 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 5 213 | 21,74 | 489 | 21,95 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 2 289 | 0,31 | 215 | 0,47 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 34 709 | 4,07 | 3 258 | 4,32 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 29 405 | 0,02 | 2 760 | 0,25 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 821 | 7,32 | 77 | 8,45 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2 528 | 65,45 | 237 | 65,73 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 40 334 | 3 786 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 9 740 | 3,80 | 914 | 4,10 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 12 862 | 9,18 | 1 197 | 8,62 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 2 168 200 | 264,65 | 203 529 | 265,47 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 447 207 | 0,74 | 41 885 | 6,27 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1 146 363 | 44,00 | 107 609 | 44,33 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 26 501 | 266,80 | 2 488 | 267,90 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 34 410 | 0,71 | 3 230 | 0,94 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 180 930 | 16 984 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 5 664 | 532 | ||||||
| 2025-07-09 | 13F | Berkshire Bank | 127 676 | 7,41 | 11 985 | 7,64 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 28 887 | 2,64 | 2 712 | 2,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 686 964 | 1,78 | 439 962 | 2,00 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 2 372 | 0,04 | 223 | 0,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 5 704 | 4,47 | 537 | 5,09 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 38 246 | 2,69 | 3 605 | 3,35 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 78 603 | 0,02 | 7 378 | 0,24 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 10 864 | 15,51 | 1 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15 132 | 0,73 | 1 420 | 0,92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 237 558 | 1,98 | 22 300 | 2,21 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 491 | 46 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8 626 | 9,63 | 810 | 9,92 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 2 442 | 0,49 | 229 | 0,88 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 147 099 | 1,28 | 13 808 | 1,51 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 166 089 | 2,39 | 15 591 | 2,62 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 8 412 | 34,92 | 790 | 35,33 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 14 978 | 3,10 | 1 406 | 3,31 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 86 268 | 3,20 | 8 098 | 3,42 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 369 354 | 34 671 | ||||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 94 480 | 0,00 | 8 869 | 0,23 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 167 091 | 2,44 | 15 685 | 2,66 | ||||
| 2025-08-14 | 13F | Family Management Corp | 32 970 | 86,84 | 3 095 | 87,29 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 146 | 108 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 746 262 | 6,28 | 163 922 | 6,52 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5 184 | 11,94 | 487 | 12,24 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 11 472 | 9,30 | 1 077 | 9,46 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 21 504 | 7,03 | 2 019 | 7,28 | ||||
| 2025-08-15 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 5 600 | 12,00 | 526 | −22,11 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 36 | 33,33 | 3 | 50,00 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 21 830 | 3,72 | 2 052 | 7,83 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 2 547 | 239 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8 137 | 5,37 | 764 | 5,53 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 7 214 | 14,16 | 677 | 19,22 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7 412 | 48,72 | 696 | 49,14 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 533 569 | 5,46 | 50 086 | 5,69 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 27 547 | 5,47 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 5 623 | 1,10 | 528 | 1,35 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 17 471 | 0,19 | 1 640 | 0,43 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11 878 | 1,64 | 1 116 | 2,95 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 55 594 | 107,67 | 5 208 | 107,74 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 11 303 | 7,89 | 1 061 | 9,16 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 126 102 | 0,27 | 11 837 | 0,49 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 67 731 | 0,01 | 6 358 | 0,22 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 118 | 7,18 | 293 | 7,35 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6 613 | 32,31 | 621 | 32,48 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 4 112 | 2,83 | 386 | 2,94 | ||||
| 2025-07-29 | 13F | Creekside Partners | 16 633 | 0,07 | 1 561 | 0,32 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 12 772 | 369,56 | 1 199 | 371,65 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 243 | 23 | ||||||
| 2025-07-16 | 13F | Kennedy Investment Group | 101 389 | 5,20 | 9 517 | 5,43 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 5 150 | 0,31 | 483 | 0,63 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 36 710 | 71,25 | 3 446 | 71,65 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 742 | 0 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 786 | 262 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 29 344 | 0,84 | 2 755 | 1,06 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 045 | 37,50 | 98 | 38,03 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 8 938 | 2,44 | 839 | 2,69 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 2 522 | 70,18 | 236 | 80,15 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 10 559 | 6,75 | 991 | 7,02 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 180 | 1,58 | 205 | 2,00 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 1 019 605 | 2,40 | 95 710 | 2,63 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 3 618 | 58,06 | 340 | 58,41 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 9 405 | 1,41 | 883 | 1,61 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 154 | 18,72 | 390 | 19,27 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 75 807 | 833,81 | 7 116 | 836,32 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9 560 | 117,52 | 897 | 118,25 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 554 464 | 2,96 | 52 048 | 3,19 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 308 114 | 1 116,11 | 28 923 | 1 119,31 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 8 407 | 6,76 | 789 | 7,06 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 14 309 | 116,41 | 1 343 | 116,96 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 119 806 | 3,16 | 11 246 | 3,39 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 37 263 | 0,62 | 3 498 | 0,84 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 766 | 2,27 | 72 | 7,58 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 3 382 | 1,02 | 317 | 1,28 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 133 055 | 0,14 | 12 447 | 5,71 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 122 541 | 200,94 | 11 503 | 201,65 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 12 200 | 1 134 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 9 577 | 152,89 | 899 | 153,67 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 877 | 22,54 | 739 | 22,76 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 11 418 | 10,64 | 1 072 | 10,87 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 68 869 | 3,17 | 6 465 | 3,39 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 12 169 | 3,94 | 1 142 | 4,20 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 185 090 | 0,76 | 17 375 | 0,99 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20 057 | 3,36 | 1 883 | 3,58 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 19 865 | 10,01 | 1 865 | 10,23 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3 150 | 24,06 | 296 | 24,47 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20 408 | 114,30 | 1 916 | 114,93 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 179 301 | 15,98 | 16 831 | 16,24 | ||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 218 731 | 2,80 | 21 | 5,26 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 7 544 | 0,11 | 708 | 0,43 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 515 | 141,78 | 48 | 152,63 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 95 366 | 6,13 | 8 952 | 6,38 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 172 268 | 1,57 | 16 171 | 1,79 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 71 519 | 32,59 | 6 713 | 32,88 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 30 361 | 936,92 | 2 850 | 939,78 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 6 146 | 0,24 | 579 | 9,47 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 394 | 3,03 | 882 | 3,28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 26 700 | 203,41 | 2 506 | 204,13 | |||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 5 553 | 0,22 | 521 | 0,58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 49 600 | 144,33 | 4 656 | 144,87 | |||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 248 410 | 0,00 | 23 | 0,00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 53 095 | 1,67 | 4 984 | 1,90 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2 506 | 235 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 2 581 | 0,66 | 242 | 0,83 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 20 003 | 1 878 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 3 486 | 7,53 | 327 | 7,92 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 14 691 | 6,64 | 1 379 | 19,81 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 3 015 | 283 | ||||||
| 2025-08-08 | 13F | Avalon Trust Co | 6 350 | 56,79 | 596 | 57,26 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 119 540 | 5,62 | 11 221 | 5,87 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 278 750 | 5,25 | 26 166 | 5,49 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 219 956 | 0,20 | 20 647 | 0,42 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 29 657 | 56,68 | 2 784 | 57,05 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 3 346 | 316,69 | 313 | 340,85 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 112 045 | 12,99 | 10 518 | 13,24 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 17 259 | 121,30 | 1 620 | 121,92 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 69 | 6 | ||||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 3 653 | 5,73 | 343 | 5,88 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 4 690 | 6,47 | 440 | 6,80 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 167 | 2,91 | 391 | 3,17 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 5 800 | 544 | |||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 2 190 | 205 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 19 154 | 1 798 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 13 002 | 5,00 | 1 221 | 5,26 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 40 330 | 12,01 | 3 786 | 12,25 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5 887 | 10,72 | 553 | 11,07 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 892 840 | 18,53 | 271 634 | 18,80 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4 031 | 68,03 | 378 | 68,75 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 2 699 | 7,96 | 253 | 8,12 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 166 800 | 62,44 | 15 658 | 67,29 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 13 199 | 0,33 | 1 239 | 0,57 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14 435 | 0,44 | 1 355 | 0,67 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 488 | 0,41 | 46 | 0,00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 29 855 | 65,26 | 2 802 | 65,70 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 2 441 | 0,37 | 229 | 0,88 | ||||
| 2025-06-26 | NP | FULVX - Fidelity U.S. Low Volatility Equity Fund | 1 797 | 5,71 | 166 | 6,41 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7 524 | 13,21 | 706 | 13,50 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 62 | 6 | ||||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 7 506 | 0,09 | 705 | 0,28 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 297 725 | 1,23 | 27 947 | 1,46 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 090 | 478 | ||||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 2 388 | 224 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 8 417 | 3,59 | 790 | 3,81 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 47 934 | 294,49 | 4 500 | 295,34 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2 482 | 233 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 7 226 | 56,20 | 678 | 56,58 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 14 161 | 12,28 | 1 329 | 12,53 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 189 200 | 26,13 | 17 760 | 27,04 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 4 551 | 0,37 | 427 | 0,71 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3 078 | 1 467 | ||||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 4 382 | 411 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1 550 | −1,96 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 4 501 | 0,07 | 424 | 9,56 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 38 475 | 0,22 | 3 612 | 0,45 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 24 955 | 0,26 | 2 350 | 4,91 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 12 118 | 0,89 | 1 138 | 1,16 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 977 206 | 68,52 | 91 379 | 66,63 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 149 | 14 | ||||||
| 2025-07-28 | 13F | Td Asset Management Inc | 2 183 | 205 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 10 147 | 22,85 | 955 | 23,54 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 809 | 264 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 3 065 | 290 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 44 819 | 9,92 | 4 207 | 10,19 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 524 | 49 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5 904 | 12,01 | 554 | 12,37 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 192 102 | 0,73 | 18 033 | 0,96 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 19 761 | 11,85 | 1 855 | 12,15 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 752 | 12,65 | 634 | 12,83 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 17 242 | 75,97 | 1 615 | 85,73 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 74 030 | 0,24 | 6 949 | 0,46 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 125 541 | 18,13 | 11 785 | 18,40 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 30 | 3 | ||||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 14 061 | 13,51 | 1 320 | 13,71 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 3 163 | 297 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 10 173 | 5,98 | 955 | 6,12 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 131 | 12 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 108 791 | 29,84 | 10 212 | 30,14 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 371 | 2,93 | 129 | 3,23 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 7 780 | 42,57 | 730 | 42,86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 518 835 | 16,12 | 48 703 | 16,38 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 31 425 | 0,18 | 2 950 | 0,41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 124 623 | 19,29 | 11 698 | 20,75 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 176 982 | 0,34 | 16 613 | 3,38 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 685 | 13,28 | 2 129 | 13,55 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 13 892 | 7,84 | 1 304 | 8,13 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 9 508 | 0,36 | 895 | 10,63 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1 494 981 | 1,97 | 140 333 | 2,20 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 34 361 | 2,00 | 3 225 | 2,22 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 6 390 | 7,12 | 600 | 7,35 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 147 905 | 19,30 | 14 | 18,18 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 71 516 | 1,71 | 6 713 | 1,94 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 21 911 | 4,28 | 2 057 | 4,47 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 306 980 | 67,23 | 28 816 | 67,58 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 16 192 | 0,25 | 1 503 | −0,60 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 67 075 | 4,55 | 6 296 | 4,78 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 849 | 10,12 | 79 | 8,33 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 130 625 | 28,13 | 12 262 | 28,41 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 054 | 9,75 | 381 | 10,14 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 3 629 | 339 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 556 | 1,44 | 2 023 | 1,66 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 53 920 | 5,31 | 5 061 | 5,55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 31 733 | 12,34 | 2 979 | 12,59 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 79 083 | 7,03 | 7 424 | 7,27 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 9 169 | 2,47 | 862 | 2,74 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 69 111 | 8,51 | 6 487 | 8,75 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 7 650 | 0,35 | 718 | 0,70 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 304 | 88,82 | 0 | |||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6 029 | 566 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 7 572 | 104,15 | 711 | 104,61 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 14 199 | 29,91 | 1 333 | 30,21 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 164 325 | 2,57 | 15 425 | 2,81 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 4 246 | 399 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1 263 596 | 3,22 | 118 614 | 3,45 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 61 350 | 1,14 | 5 759 | 1,36 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4 015 | 0,07 | 377 | 0,27 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 35 455 | 4,74 | 3 325 | 5,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 58 400 | 12,58 | 5 482 | 12,84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 70 687 | 2,43 | 6 635 | 2,66 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2 344 | 2,90 | 220 | 3,29 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 7 006 | 1,48 | 658 | 1,70 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 14 887 | 0,01 | 1 397 | 0,22 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 63 897 | 2,41 | 5 998 | 2,64 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 8 087 | 1,34 | 1 | |||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 218 975 | 3,33 | 21 | 5,26 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 36 320 | 0,35 | 3 409 | 0,59 | ||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 318 000 | 29 851 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 41 161 | 3 863 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 5 335 | 4,16 | 501 | 4,38 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 3 106 | 13,90 | 291 | 14,12 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 104 874 | 1,65 | 9 845 | 1,88 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 41 452 | 4,55 | 3 891 | 4,79 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 3 561 | 7,65 | 334 | 8,09 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 220 433 | 0,66 | 20 692 | 0,89 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 31 318 | 4,29 | 2 940 | 4,52 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17 460 | 1,94 | 1 639 | 11,96 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 675 665 | 0,78 | 628 581 | 1,31 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 100 976 | 1,95 | 9 479 | 2,18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 138 345 | 1,94 | 106 856 | 2,17 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 158 643 | 7,40 | 14 892 | 7,64 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 10 322 | 2,44 | 969 | 2,65 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 3 625 | 340 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12 821 | 13,24 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 163 904 | 1,33 | 15 200 | 4,37 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 122 844 | 1,29 | 11 531 | 1,52 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6 373 | 1,06 | 598 | 1,36 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3 347 | 314 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 166 388 | 0,52 | 15 619 | 0,75 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 57 210 | 6,02 | 5 370 | 6,25 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 2 768 | 1,21 | 260 | 1,17 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 11 046 | 105,01 | 1 037 | 105,56 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 761 223 | 4,03 | 71 | 4,41 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 12 885 | 1,98 | 1 210 | 2,20 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 23 980 | 2 251 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 156 | 0,65 | 15 | 0,00 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 42 448 | 5,81 | 3 985 | 6,04 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 7 402 | 0,22 | 695 | 0,43 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 2 618 | 4,97 | 246 | 5,15 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 3 123 | 293 | ||||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 151 432 | 0,59 | 14 215 | 0,82 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5 235 | 6,25 | 491 | 6,51 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 7 809 | 0,06 | 733 | 0,41 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 79 076 | 1 931,24 | 7 423 | 1 939,01 | ||||
| 2025-08-05 | 13F | Allstate Corp | 67 195 | 6 308 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 9 730 | 6,63 | 913 | 6,91 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 6 372 | 598 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7 874 | 0,24 | 739 | 0,54 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 11 099 | 0,77 | 1 042 | 0,97 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 75 749 | 3,99 | 7 111 | 4,22 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 2 786 | 262 | ||||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 29 108 | 0,36 | 2 732 | 0,59 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 14 199 | 29,91 | 1 333 | 31,49 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 13 020 | 1 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6 665 | 626 | ||||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 34 159 | 0,02 | 3 207 | 0,25 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2 382 | 0,04 | 224 | 0,45 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 9 210 | 94,43 | 864 | 95,03 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 5 923 | 1,46 | 556 | 1,65 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2 573 | 0,35 | 242 | 0,42 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 46 221 | 0,55 | 4 339 | 0,77 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 2 890 | 271 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 440 319 | 41 333 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 5 874 | 5,02 | 551 | 5,35 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 6 111 | 0,30 | 574 | 0,53 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 15 213 | 162,61 | 1 428 | 174,09 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 39 779 | 4,26 | 3 733 | 4,51 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 6 911 | 0,29 | 649 | 0,47 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 30 477 | 2 861 | ||||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 514 675 | 60,10 | 48 313 | 79,81 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 438 | 0,23 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 207 864 | 22,83 | 113 382 | 23,10 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 14 326 | 0,05 | 1 345 | 0,22 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2 498 | 0,93 | 234 | 1,30 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 29 461 | 0,02 | 2 766 | 0,25 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 724 296 | 35,20 | 67 367 | 35,59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 731 634 | 147,72 | 68 678 | 148,28 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 111 | 10 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4 406 | 1,99 | 414 | 2,23 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 270 650 | 25 406 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 14 721 | 0,25 | 1 382 | 0,44 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 65 988 | 20,34 | 6 194 | 20,62 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 23 714 | 0,43 | 2 226 | 0,68 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 4 164 | 29,24 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 116 | 45,90 | 856 | 46,15 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 3 948 | 32,93 | 371 | 33,09 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 61 403 | 0,08 | 5 764 | 0,30 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 072 | 0 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 7 566 | 0,34 | 710 | 0,57 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 4 024 | 0,98 | 378 | 1,07 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 8 407 | 789 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 545 | 54 400,00 | 51 | 6,25 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 895 | 84 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 19 023 | 2 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 111 733 | 4,23 | 10 488 | 4,46 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 44 | 4 | ||||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 13 889 | 1 304 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 98 623 | 0,83 | 9 258 | 1,06 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 476 | 8,43 | 45 | 7,32 | ||||
| 2025-08-08 | 13F | Croban | 36 619 | 3 437 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 22 487 | 6,32 | 2 106 | 12,14 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 2 158 | 0,05 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 24 520 | 3,38 | 2 302 | 3,60 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8 493 | 122,74 | 797 | 123,25 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 74 587 | 1,00 | 7 002 | 1,23 |
