Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Index Funds - Vanguard Small-Cap Value ETF inkluderar Glenmede Investment Management, LP, Gladwyn Financial Advisors, Inc., San Luis Wealth Advisors LLC, Vise Technologies, Inc., Midwest Trust Co, Employees' Retirement Fund of the City of Fort Worth, RFG - Bristol Wealth Advisors, LLC, Valpey Financial Services, LLC, TT Capital Management LLC, LOM Asset Management Ltd, rebel Financial LLC, Midwestern Financial, LLC /IA, Summit Wealth Group Llc / Co, Trust Co Of Toledo Na /oh/, American Financial Advisors, LLC, Marion Wealth Management, Envision Financial Planning, LLC, VisionPoint Advisory Group, LLC, New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES, och Atlas Financial Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 964 | 8,39 | 383 | 13,35 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 012 | 3,14 | 782 | 8,01 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 | 0 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1 071 | 209 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 7 351 | 0,46 | 1 433 | 5,14 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 50 474 | 3,65 | 9 843 | 8,51 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 31 672 | 0,53 | 6 176 | 5,25 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 5 593 | 1 091 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1 341 | 0,07 | 262 | 4,82 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 1 125 | 219 | ||||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 114 766 | 4,88 | 22 485 | 10,30 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 130 | 0,09 | 220 | 4,76 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 9 260 | 19,95 | 1 806 | 25,52 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 44 336 | 3,24 | 8 646 | 8,06 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 1 568 | 306 | ||||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 1 430 | 22,33 | 279 | 28,11 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 7 184 | 54,46 | 1 401 | 61,78 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 1 030 | 201 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 16 548 | 3,83 | 3 286 | 21,71 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 2 895 | 564 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 6 765 | 12,83 | 1 260 | 6,06 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 26 008 | 5,09 | 5 072 | 10,00 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 3 462 | 7,02 | 675 | 12,13 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 34 | 7 | ||||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 1 406 | 274 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 357 106 | 0,80 | 69 639 | 5,52 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 13 360 | 1,42 | 2 605 | 6,20 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 72 475 | 6,67 | 14 133 | 11,67 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 314 540 | 1,92 | 61 625 | 7,19 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8 877 | 3,41 | 1 731 | 8,26 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 16 606 | 2,43 | 3 238 | 7,22 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 14 421 | 0,89 | 2 812 | 5,63 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 12 603 | 1,25 | 2 458 | 6,00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 24 243 | 10,29 | 4 728 | 15,46 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 67 836 | 5,27 | 13 229 | 10,19 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 523 | 297 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2 743 | 41,32 | 535 | 47,92 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 48 111 | 33,95 | 9 | 50,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 342 | 7,98 | 465 | 14,81 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 10 933 | 6,99 | 2 132 | 11,98 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8 312 | 37,48 | 1 628 | 44,58 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 6 854 | 17,65 | 1 337 | 23,13 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 5 350 | 22,68 | 1 043 | 28,45 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2 528 | 112,26 | 493 | 122,62 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 46 333 | 3,35 | 9 035 | 8,19 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 032 | 0,68 | 201 | 5,79 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7 664 | 29,20 | 1 495 | 35,20 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 3 522 | 1,67 | 687 | 6,36 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 17 755 | 1,58 | 3 462 | 6,33 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 1 241 | 243 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 204 | 137,21 | 40 | 143,75 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 23 430 | 4,11 | 4 569 | 8,97 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 706 | 23 433,33 | 138 | 26,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 48 867 | 161,45 | 9 530 | 173,74 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 77 347 | 12,04 | 15 083 | 17,29 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 128 647 | 1,35 | 25 087 | 6,09 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 402 203 | 78 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 516 | 1,00 | 1 856 | 21,00 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 8 335 | 2,48 | 1 626 | 7,26 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2 478 | 13,93 | 484 | 19,26 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 12 162 | 1,92 | 2 372 | 6,71 | ||||
| 2025-04-01 | NP | TRTY - Cambria Trinity ETF | 12 839 | 2,34 | 2 636 | 5,74 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 24 | 14,29 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 149 | 23,15 | 2 174 | 21,18 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 73 061 | 5,47 | 14 248 | 10,41 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 794 775 | 6,59 | 154 989 | 15,65 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 154 | 1,23 | 225 | 6,13 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1 958 | 382 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 20 921 | 11,99 | 4 080 | 17,21 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 14 | 3 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 7 510 | 9,13 | 1 491 | 16,32 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 19 354 | 41,90 | 3 774 | 48,58 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 18 970 | 211,09 | 3 699 | 225,90 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1 457 | 5,05 | 284 | 10,08 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 467 411 | 8,03 | 91 150 | 13,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12 746 | 13,65 | 2 486 | 18,96 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2 948 | 0,96 | 575 | 5,71 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 32 685 | 24,47 | 6 374 | 30,30 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 84 267 | 1,21 | 16 433 | 5,94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 452 257 | 3,89 | 88 212 | 8,80 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 6 312 | 0,16 | 1 231 | 4,77 | ||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class | 15 436 | 374,52 | 3 010 | 396,70 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 5 225 | 12,90 | 1 019 | 18,10 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 1 500 | 293 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5 249 | 7,58 | 1 024 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 273 786 | 4,17 | 53 391 | 9,05 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 1 029 | 201 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 2 228 | 434 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 123 | 1,65 | 24 | 9,09 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 6 745 | 10,50 | 1 315 | 15,66 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 13 118 | 157,62 | 2 558 | 169,83 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 1 798 | 0,56 | 352 | 5,71 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 397 979 | 39,15 | 77 610 | 45,66 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 28 825 | 4,77 | 5 621 | 9,68 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 34 440 | 0,37 | 6 716 | 5,07 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 61 675 | 5,92 | 12 027 | 10,88 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 241 | 47 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10 155 | 2,00 | 1 980 | 6,80 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 68 | 3,03 | 13 | 8,33 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 14 449 | 215,14 | 2 818 | 229,86 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4 775 | 18,55 | 967 | 37,80 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 140 | 0,18 | 229 | 8,06 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 6 461 | 24,97 | 1 260 | 30,74 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 315 854 | 5,54 | 61 595 | 10,48 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 370 | 29,37 | 462 | 35,48 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 246 697 | 0,37 | 48 108 | 5,07 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16 379 | 3 | ||||||
| 2025-07-11 | 13F | Financial Advisory Corp | 275 782 | 2,68 | 53 780 | 7,48 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 1 067 | 208 | ||||||
| 2025-07-22 | 13F | MAS Advisors LLC | 1 730 | 7,59 | 337 | 12,71 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 16 356 | 25,12 | 3 243 | 33,14 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 24 673 | 1,81 | 4 812 | 6,58 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15 372 | 15,32 | 2 998 | 20,70 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 748 | 341 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4 559 | 245,90 | 889 | 262,86 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 29 129 | 57,06 | 5 680 | 64,40 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 2 872 | 2,46 | 560 | 7,28 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 85 268 | 1 557,94 | 16 628 | 1 635,70 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3 605 | 17,62 | 703 | 23,33 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 5 719 | 9,20 | 1 115 | 14,36 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 517 | 18,58 | 101 | 23,46 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 11 523 | 2 247 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1 985 | 8,77 | 389 | 17,93 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 6 059 | 6,69 | 1 199 | 19,30 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 1 630 | 318 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 17 281 | 6,32 | 3 370 | 11,29 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 20 647 | 0,15 | 4 026 | 4,84 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2 083 | 406 | ||||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 1 108 | 216 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3 910 | 762 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 93 131 | 39,75 | 18 165 | 46,31 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5 121 | 39,23 | 999 | 45,69 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 7 748 | 30,26 | 1 511 | 36,28 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7 171 | 2,05 | 1 399 | 6,80 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 27 563 | 0,01 | 5 375 | 4,69 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 357 098 | 9,04 | 69 638 | 14,14 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1 805 | 0,28 | 352 | 4,78 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 31 166 | 6 078 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 2 316 | 8,53 | 452 | 13,60 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 73 | 14 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 510 | 9,94 | 489 | 15,06 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 40 546 | 0,11 | 7 907 | 4,80 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 4 907 | 957 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 858 | 9,92 | 557 | 15,08 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 1 834 | 4,62 | 358 | 9,51 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 3 930 | 3,18 | 766 | 8,04 | ||||
| 2025-08-18 | 13F | Rexford Capital Inc | 1 900 | 371 | ||||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 1 148 | 224 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 250 | 49 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 203 262 | 6,21 | 39 823 | 11,70 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6 912 | 12,21 | 1 348 | 17,44 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 2 131 | 6,55 | 416 | 11,56 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 1 080 | 214 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 1 035 | 202 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 245 196 | 0,92 | 48 | 4,44 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 22 127 | 76,04 | 4 315 | 84,32 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14 063 | 4,15 | 2 742 | 9,03 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 16 142 | 5,74 | 3 148 | 10,65 | ||||
| 2025-08-14 | 13F | Obsido Oy | 20 939 | 5,55 | 4 083 | 10,50 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 379 601 | 7,20 | 74 026 | 12,22 | ||||
| 2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF | 5 421 | 5,41 | 1 024 | 0,69 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 3 488 | 14,32 | 680 | 19,72 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 20 | 1 900,00 | 4 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 17 947 | 18,82 | 3 500 | 16,91 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 38 475 | 1,81 | 7 503 | 6,59 | ||||
| 2025-07-07 | 13F | Trust Co | 5 256 | 2,54 | 1 025 | 7,34 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1 507 | 294 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 9 865 | 4,12 | 1 924 | 8,95 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 935 | 0,34 | 1 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 348 | 44,52 | 3 188 | 51,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 93 804 | 25,81 | 18 293 | 31,69 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 25 783 | 18,35 | 5 028 | 23,88 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 16 652 | 14,09 | 3 247 | 19,42 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 23 236 | 11,63 | 4 531 | 16,87 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 3 504 | 118,05 | 683 | 128,43 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 88 775 | 3,07 | 17 312 | 7,89 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 4 295 | 0,23 | 838 | 4,89 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 811 | 158 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 34 348 | 5,97 | 6 698 | 10,93 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 25 857 | 152,12 | 5 042 | 163,98 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 5 803 | 7,78 | 1 137 | 13,26 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1 822 | 357 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 668 | 3,35 | 339 | 22,46 | ||||
| 2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 1 141 | 3,63 | 223 | 8,29 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 63 306 | 2,53 | 12 345 | 7,33 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 76 382 | 1,95 | 14 895 | 6,72 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 5 366 | 5,13 | 1 000 | 7,30 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 107 740 | 8,49 | 21 010 | 13,57 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 1 039 | 203 | ||||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 13 784 | 27,15 | 2 724 | 34,92 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 230 | 21,05 | 45 | 25,71 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 41 777 | 12,25 | 8 147 | 17,50 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 29 359 | 317,68 | 5 725 | 337,36 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 15 812 | 3 083 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 95 | 19 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 21 146 | 3,89 | 4 124 | 8,76 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 1 560 | 304 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 10 544 | 129,62 | 2 056 | 140,47 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 24 434 | 16,23 | 4 765 | 21,65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 505 618 | 128,82 | 98 654 | 139,67 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 93 | 18 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 11 108 | 14,48 | 2 166 | 19,87 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 35 871 | 4,74 | 6 995 | 9,64 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 47 400 | 30,22 | 9 243 | 36,33 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 3 228 | 6,96 | 630 | 11,92 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 49 452 | 29,18 | 9 644 | 35,23 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 864 | 0,28 | 558 | 5,08 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3 392 | 20,07 | 661 | 25,67 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 3 128 | 2,29 | 613 | 7,56 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 156 | 30 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 194 | 4,86 | 38 | 8,82 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 19 172 | 0,89 | 3 739 | 5,59 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 278 | 1,03 | 249 | 5,96 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 184 022 | 6,44 | 35 886 | 11,42 | ||||
| 2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 23 400 | 4 563 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 10 034 | 0,47 | 1 957 | 5,16 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 994 | 779 | ||||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 16 036 | 1,00 | 3 127 | 5,75 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 270 049 | 1,69 | 52 662 | 6,45 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 16 566 | 0,24 | 3 231 | 4,94 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 25 094 | 4 894 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 4 613 | 5,13 | 900 | 10,04 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 249 | 21,64 | 832 | 28,00 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 48 578 | 101,99 | 9 517 | 112,43 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2 491 | 13,23 | 486 | 18,58 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 33 721 | 13,58 | 6 576 | 18,90 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 28 339 | 0,94 | 5 526 | 8,14 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 2 119 | 3,77 | 421 | 10,53 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 2 509 | 19,70 | 489 | 25,38 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 2 612 | 1 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 11 710 | 0,17 | 2 284 | 4,87 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 635 | 17,63 | 319 | 23,26 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 37 607 | 0,33 | 7 334 | 5,03 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 502 | 6,33 | 488 | 11,19 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 2 643 | 5,68 | 515 | 10,75 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 4 761 | 25,09 | 928 | 30,89 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 24 541 | 6,83 | 4 786 | 11,83 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15 801 | 15,78 | 3 081 | 21,20 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 33 503 | 0,02 | 6 533 | 4,71 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 3 958 | 11,12 | 1 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3 638 | 709 | ||||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 117 826 | 73,55 | 22 977 | 81,66 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 3 515 | 0,43 | 689 | 5,52 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 1 073 | 209 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 7 507 | 0,09 | 1 514 | 18,93 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 40 752 | 6,35 | 7 947 | 11,33 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 25 251 | 3,66 | 4 924 | 8,51 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 971 | 33,56 | 189 | 40,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 444 | 87 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 9 728 | 168,06 | 1 906 | 181,95 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1 465 | 286 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 1 561 | 0,32 | 304 | 5,19 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 861 | 28,08 | 1 092 | 20,42 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 5 564 | 17,71 | 1 085 | 23,30 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 1 281 | 250 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 132 402 | 4,87 | 24 665 | −1,42 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 212 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 251 | 74,13 | 634 | 82,42 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 5 224 | 0,42 | 1 019 | 5,06 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 4 261 | 831 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 1 045 | 204 | ||||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 305 009 | 2,56 | 59 483 | 7,36 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 129 | 22,12 | 805 | 27,98 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES | 3 510 | 684 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 39 | 8 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16 255 | 69,18 | 3 218 | 79,82 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 147 872 | 1,28 | 28 853 | 6,02 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 105 438 | 86,36 | 20 658 | 96,01 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 1 477 | 288 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 10 681 | 0,07 | 2 089 | 5,03 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 12 180 | 1,31 | 2 375 | 6,07 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 35 338 | 5,69 | 6 891 | 10,65 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 56 450 | 11 008 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 331 832 | 2,86 | 64 716 | 7,67 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 85 269 | 12,71 | 16 661 | 18,21 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 8 547 | 1,36 | 1 667 | 6,11 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 59 630 | 7,74 | 11 628 | 12,78 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 289 | 7,04 | 56 | 12,00 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 29 061 | 1,59 | 5 832 | 9,42 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 33 759 | 0,24 | 6 583 | 4,93 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 13 928 | 57,57 | 2 716 | 65,01 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 132 699 | 7,69 | 25 878 | 12,73 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 93 548 | 10,12 | 18 243 | 15,27 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 3 904 | 14,99 | 762 | 21,73 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 1 616 | 20,96 | 315 | 27,02 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 32 620 | 2,31 | 6 361 | 7,11 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5 708 | 0,23 | 1 113 | 5,00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 115 003 | 49,07 | 22 427 | 56,05 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11 521 | 17,31 | 2 247 | 22,80 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 94 436 | 8,64 | 18 | 5,88 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 363 | 56,47 | 71 | 62,79 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 16 693 | 3 255 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 290 | 56 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 5 327 | 0,04 | 1 039 | 4,64 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 53 675 | 0,04 | 10 467 | 4,72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8 042 | 2 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 2 906 | 6,60 | 576 | 13,41 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 1 748 | 38,73 | 341 | 36,55 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 64 066 | 1,15 | 12 770 | 14,07 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 306 523 | 5,34 | 59 775 | 10,27 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 435 | 0,46 | 85 | 5,00 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 4 278 | 4,49 | 834 | 9,45 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6 038 | 381,50 | 1 125 | 353,23 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 1 100 | 220 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 467 | 128,92 | 0 | |||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 52 221 | 6,26 | 10 184 | 11,24 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 700 565 | 4,92 | 136 656 | 9,86 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 4 251 | 3,51 | 1 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23 696 | 2,67 | 4 621 | 7,47 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 6 165 | 84,58 | 1 202 | 93,25 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 5 261 | 0,02 | 1 026 | 4,70 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 47 515 | 18,16 | 9 266 | 23,70 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1 674 | 0,60 | 327 | 5,16 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 1 399 | 273 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 436 793 | 3,38 | 280 189 | 8,22 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 2 703 | 1 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 17 940 | 8,79 | 3 499 | 13,90 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 18 008 | 4,59 | 3 512 | 9,48 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 728 | 3,34 | 958 | 15,86 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 28 515 | 14,43 | 5 561 | 19,78 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 421 | 277 | ||||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 8 395 | 0,50 | 1 637 | 5,21 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 38 128 | 1,44 | 7 435 | 6,18 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 1 879 | 367 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1 957 | 1,08 | 382 | 5,83 | ||||
| 2025-07-18 | 13F | Columbia Asset Management | 1 458 | 3,55 | 284 | 8,40 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1 834 | 0,27 | 358 | 5,00 | ||||
| 2025-08-14 | 13F | Wit, Llc | 250 167 | 48 785 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1 510 | 294 | ||||||
| 2025-07-14 | 13F | Argentarii, LLC | 1 728 | 11,70 | 337 | 17,01 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 30 635 | 0,54 | 6 002 | 5,74 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 100 573 | 2,22 | 19 613 | 7,01 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 7 932 | 1 547 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 25 782 | 0,24 | 5 028 | 4,93 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1 043 | 203 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1 454 | −5,28 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 2 246 | 2,89 | 438 | 7,88 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 37 093 | 1,85 | 7 234 | 6,62 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 23 539 | 18,14 | 4 590 | 23,69 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 25 578 | 4 988 | ||||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 1 096 | 0,09 | 214 | 4,41 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3 974 | 7,32 | 775 | 12,34 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2 866 | 150,52 | 559 | 161,97 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 4 317 | 1,27 | 842 | 5,92 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 80 551 | 15 708 | ||||||
| 2025-07-25 | 13F | Dynamic Financial Group | 6 079 | 3,23 | 1 185 | 8,12 | ||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 53 355 | 13,50 | 10 405 | 18,82 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 19 531 | 0,85 | 3 809 | 5,57 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 101 497 | 8,70 | 19 793 | 13,79 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 24 694 | 0,20 | 4 816 | 4,90 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 16 240 | 3 182 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 69 582 | 0,50 | 13 569 | 5,21 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6 804 | 3,20 | 1 327 | 7,98 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 94 | 18 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 19 240 | 3 568 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 809 616 | 0,64 | 352 893 | 5,35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 142 693 | 0,56 | 27 826 | 5,27 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 2 373 | 463 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 15 038 | 0,14 | 2 933 | 4,83 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 1 868 | 366 | ||||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 4 447 | 31,03 | 853 | 26,93 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 4 514 | 10,58 | 884 | 16,32 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 24 228 | 33,46 | 4 725 | 39,72 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 43 375 | 5,78 | 8 459 | 10,74 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 986 | 1,44 | 192 | 6,08 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 238 826 | 0,14 | 47 | 4,55 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 40 226 | 1,53 | 7 844 | 6,29 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 15 372 | 0,26 | 2 998 | 4,94 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 10 325 | 63,97 | 2 013 | 71,61 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 18 048 | 0,77 | 3 520 | 5,49 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 171 025 | 0,07 | 33 352 | 4,76 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1 820 | 355 | ||||||
| 2025-07-01 | 13F | BancFirst Trust & Investment Management | 63 055 | 7,97 | 12 344 | 13,90 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 1 735 | 338 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 2 817 | 559 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 1 847 | 360 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 1 755 | 6,82 | 342 | 11,76 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 22 797 | 9,15 | 4 446 | 14,27 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 15 991 | 157,46 | 3 132 | 170,70 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 1 115 | 217 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 10 548 | 25,69 | 2 057 | 31,61 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22 535 | 0,25 | 4 395 | 4,94 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 790 | 7,92 | 154 | 13,24 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 11 753 | 0,20 | 2 292 | 4,90 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6 533 | 0,21 | 1 274 | 4,94 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 44 264 | 7,26 | 8 632 | 12,28 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 1 158 | 226 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 36 404 | 0,69 | 7 099 | 5,40 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 2 036 | 57,22 | 399 | 65,15 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6 394 | 5,34 | 1 247 | 10,27 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 2 600 | 1,25 | 507 | 6,07 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 13 412 | 43,61 | 2 616 | 50,37 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 4 606 | 4,23 | 898 | 9,11 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 109 603 | 4,11 | 21 374 | 8,98 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 78 | 15 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 31 | 416,67 | 6 | 500,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 69 944 | 19,07 | 13 654 | 25,25 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 379 201 | 0,58 | 73 948 | 5,29 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3 487 | 37,77 | 680 | 44,16 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 4 041 | 7,47 | 788 | 12,57 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 1 846 | 3,82 | 360 | 8,46 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 124 223 | 0,46 | 24 225 | 5,16 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 1 537 | 19,05 | 300 | 24,58 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 20 166 | 5,10 | 3 933 | 10,02 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 10 956 | 1,18 | 2 137 | 5,90 | ||||
| 2025-07-21 | 13F | 25 Llc | 191 385 | 3,79 | 37 322 | 8,65 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 4 134 | 18,08 | 807 | 24,00 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 1 037 | 202 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 6 162 | 0,41 | 1 202 | 5,07 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 10 726 | 19 401,82 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 10 165 | 2,05 | 1 982 | 6,85 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 34 150 | 9,27 | 6 660 | 14,38 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 1 103 | 215 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 1 506 | 4,87 | 294 | 9,74 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 120 548 | 8,18 | 23 508 | 13,24 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 46 895 | 2,66 | 9 145 | 7,51 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 188 102 | 2,28 | 36 682 | 7,07 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 362 293 | 3,25 | 70 651 | 8,08 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 19 017 | 26,55 | 3 709 | 32,48 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 6 088 | 1,69 | 1 236 | 10,76 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 6 089 | 0,05 | 1 187 | 4,77 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 63 | 12 | ||||||
| 2025-07-22 | 13F | Romano Brothers And Company | 1 491 | 0,40 | 291 | 5,07 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2 453 | 81,30 | 478 | 90,44 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 14 442 | 0,22 | 2 816 | 4,92 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 21 193 | 55,11 | 4 139 | 62,25 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7 431 | 26,79 | 1 449 | 32,81 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 41 097 | 11,32 | 8 014 | 16,53 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 162 441 | 83,51 | 30 167 | 82,94 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5 442 | 4,69 | 1 061 | 9,61 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 15 284 | 1,52 | 2 981 | 6,28 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 1 691 | 0,89 | 330 | 5,45 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 34 864 | 2,90 | 6 799 | 7,70 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 70 111 | 2,75 | 13 672 | 7,56 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 41 251 | 135,71 | 8 044 | 131,95 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 13 661 | 11,44 | 2 664 | 16,69 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 10 323 | 25,97 | 2 013 | 31,85 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 354 686 | 5,44 | 69 167 | 10,38 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 610 689 | 7,54 | 119 090 | 12,57 | ||||
| 2025-08-14 | 13F | Wallace Hart LLC | 298 | 58 | ||||||
| 2025-08-14 | 13F | Bank Of Hawaii | 7 497 | 8,67 | 1 462 | 13,70 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 177 | 35 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 42 700 | 56,99 | 8 327 | 64,32 | |||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 5 046 | 4,82 | 984 | 9,82 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 2 771 | 540 | ||||||
| 2025-08-26 | 13F | Zeit Capital LLC | 24 294 | 0,75 | 4 738 | 5,45 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 694 | 9,64 | 136 | 15,38 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 437 040 | 11,57 | 85 227 | 16,79 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 6 665 | 1 300 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 4 573 | 158,51 | 896 | 172,04 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5 850 | 16,44 | 1 141 | 21,93 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 38 583 | 8 | ||||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 1 926 | 12,57 | 377 | 18,55 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 24 184 | 2,54 | 4 716 | 7,35 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2 446 | 5,25 | 477 | 10,16 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 1 474 | 1,24 | 288 | 5,90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 440 453 | 4,78 | 85 893 | 9,68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 480 301 | 46,98 | 96 886 | 59,16 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 41 069 | 0,08 | 8 009 | 4,76 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 6 466 | 11,62 | 1 261 | 16,77 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 30 450 | 5 938 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 274 | 53 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 6 154 | 19,22 | 1 200 | 17,42 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 4 228 | 126,46 | 825 | 137,46 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 117 444 | 1,74 | 22 903 | 6,50 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 67 089 | 15,44 | 13 083 | 20,85 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 2 514 | 3,54 | 490 | 8,41 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 10 | 0 | ||||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 12 350 | 995,83 | 2 408 | 1 052,15 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | 0 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 8 555 | 5,14 | 1 668 | 10,10 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 45 779 | 1,81 | 8 927 | 6,58 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 225 | 9,76 | 44 | 7,50 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 1 058 | 206 | ||||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 4 636 | 0,26 | 904 | 4,99 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 38 886 | 0,19 | 7 583 | 4,88 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 15 818 | 7,55 | 3 085 | 12,60 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 760 | 3,06 | 538 | 7,83 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5 524 | 2,18 | 1 | 0,00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9 607 | 2,00 | 1 873 | 6,78 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6 394 | 5,53 | 1 247 | 10,17 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 4 705 | 10,97 | 917 | 16,22 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 1 681 | 328 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 821 531 | 6,27 | 160 207 | 11,24 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 920 | 43,93 | 374 | 59,83 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 2 317 | 9,04 | 452 | 14,18 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 53 552 | 95,32 | 10 443 | 104,48 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 3 410 | 676 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 13 819 | 0,61 | 2 695 | 5,32 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 914 | 0,11 | 170 | −6,08 | ||||
| 2025-07-14 | 13F | Friday Financial | 4 053 | 0,12 | 790 | 3,00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2 151 | 290,38 | 419 | 310,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Apriem Advisors | 5 070 | 56,19 | 989 | 63,58 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 1 283 | 251 | ||||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 12 726 | 6,10 | 2 482 | 11,06 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2 281 | 4,73 | 445 | 9,63 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 13 388 | 3,90 | 2 611 | 8,75 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 1 117 | 218 | ||||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 10 604 | 0,14 | 2 068 | 4,82 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 2 156 | 0,51 | 420 | 5,26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 360 477 | 4,45 | 850 337 | 9,34 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5 213 | 3,25 | 1 017 | 8,08 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 880 807 | 22,64 | 171 766 | 28,38 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 1 106 | 216 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 2 380 | 11,01 | 479 | 32,04 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 12 311 | 0,12 | 2 401 | 4,80 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 2 336 | 456 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 503 565 | 3,72 | 98 201 | 8,58 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 3 054 | 14,51 | 596 | 19,96 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 2 655 | 124,05 | 518 | 135,00 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 914 | 246,21 | 178 | 4,71 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 5 615 | 3,14 | 1 095 | 7,99 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 195 | 38 | ||||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1 296 | 253 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3 293 | 0,03 | 642 | 7,18 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1 632 | 0,43 | 327 | 7,95 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 84 | 1,20 | 16 | 6,67 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 6 895 | 1,79 | 1 345 | 6,58 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 70 | 13 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 3 877 | 17,99 | 756 | 23,53 | ||||
| 2025-07-29 | 13F | Barlow Wealth Partners, Inc. | 1 570 | 6,22 | 315 | 19,32 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 31 529 | 2,29 | 6 148 | 7,07 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2 190 | 0 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 782 506 | 0,97 | 152 597 | 5,69 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 593 | 5,89 | 116 | 10,58 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1 453 | 4,61 | 283 | 9,69 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 3 730 | 4,63 | 749 | 28,97 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 27 286 | 2,80 | 5 389 | 8,98 | ||||
| 2025-07-16 | 13F | American National Bank | 8 888 | 63,92 | 1 733 | 71,58 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 6 966 | 1,75 | 1 358 | 6,51 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1 417 | 2,02 | 276 | 6,98 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 20 914 | 4 078 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 37 752 | 1,42 | 7 362 | 6,17 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 14 699 | 23,67 | 2 866 | 29,45 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 50 710 | 1,32 | 9 889 | 6,07 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 1 042 | 203 | ||||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 74 489 | 2,26 | 14 526 | 7,05 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 1 995 | 10,28 | 389 | 15,48 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6 213 | 5,39 | 1 212 | 10,29 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2 973 | 123,37 | 582 | 135,63 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 40 882 | 21,06 | 7 616 | 13,79 | ||||
| 2025-09-03 | 13F | American Trust | 2 648 | 516 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 3 194 | 138,18 | 623 | 149,80 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 19 844 | 0,78 | 3 870 | 5,48 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 30 000 | 18,60 | 5 669 | 19,30 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 155 | 30 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 716 | 3,17 | 140 | 7,75 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 4 888 | 2,45 | 953 | 7,32 | ||||
| 2025-06-30 | NP | PFSMX - RiskPro® PFG 30+ Fund Class R | 12 063 | 2,14 | 2 171 | −10,44 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 61 280 | 5,82 | 11 950 | 10,82 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 3 125 | 186,96 | 609 | 200,00 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 24 530 | 0,04 | 4 806 | 5,21 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 6 265 | 0,97 | 1 222 | 5,62 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4 736 | 924 | ||||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 4 436 | 0,14 | 865 | 4,85 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 26 739 | 32,31 | 5 214 | 38,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 812 288 | 67,08 | 156 323 | 72,35 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 1 153 | 0,17 | 234 | 13,11 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 3 646 | 100,00 | 711 | 109,73 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 1 946 | 1,25 | 379 | 5,87 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 253 816 | 5,07 | 49 497 | 9,99 | ||||
| 2025-08-12 | 13F | Willis Investment Counsel | 54 351 | 89,06 | 10 599 | 97,91 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 12 732 | 26,18 | 2 483 | 32,09 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 57 051 | 0,94 | 11 126 | 5,67 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 306 | 17,69 | 60 | 15,69 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 995 | 415,54 | 195 | 454,29 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 2 325 | 25,13 | 453 | 30,92 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 1 173 | 229 | ||||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 135 194 | 0,42 | 26 364 | 5,12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 747 328 | 15,15 | 145 737 | 20,54 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 20 869 | 5,26 | 4 070 | 10,18 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 3 015 | 34,84 | 588 | 41,11 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 2 155 | 35,96 | 420 | 42,37 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 29 842 | 3,65 | 5 820 | 8,50 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 21 731 | 4 238 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 41 | 8 | ||||||
| 2025-07-14 | 13F | E&G Advisors, LP | 23 786 | 1,67 | 4 635 | 6,41 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 24 079 | 1,98 | 4 696 | 0,34 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 4 867 | 949 | ||||||
| 2025-07-25 | 13F | Libra Wealth Llc | 3 627 | 0,03 | 707 | 4,74 | ||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 71 423 | 5,05 | 13 928 | 9,97 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 1 608 | 39,58 | 314 | 46,26 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 922 | 15,54 | 180 | 20,95 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 73 341 | 2,43 | 14 302 | 7,23 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 11 831 | 8,98 | 2 307 | 14,09 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 39 064 | 10,33 | 7 618 | 15,50 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 3 693 | 8,84 | 720 | 13,92 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 18 212 | 5,79 | 3 552 | 10,73 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 18 840 | 4 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 49 | 32,43 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 141 141 | 0,43 | 27 524 | 5,13 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 840 | 114,70 | 359 | 125,16 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 979 | 9,40 | 386 | 14,58 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 2 468 | 0,57 | 481 | 5,25 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 1 742 | 340 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 7 676 | 464,41 | 1 430 | 431,23 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 30 771 | 7,96 | 4 629 | 15,75 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 2 160 | 46,74 | 421 | 53,65 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 3 175 | 0,32 | 619 | 5,09 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 1 212 | 236 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 3 977 | 776 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 8 421 | 1 642 | ||||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 7 372 | 2,15 | 1 438 | 6,92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 760 | 148 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 34 793 | 12,48 | 6 785 | 17,74 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 58 070 | 17,56 | 11 324 | 23,06 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 23 756 | 1,39 | 4 633 | 6,14 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9 837 | 4,46 | 2 001 | 18,68 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 316 993 | 4,59 | 61 817 | 9,48 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 2 200 | 429 | ||||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 1 079 | 211 | ||||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 2 467 | 12,70 | 481 | 18,18 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 1 965 | 1,50 | 383 | 6,39 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1 426 827 | 3,00 | 278 321 | 7,84 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 000 | 195 | ||||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 14 303 | 1,55 | 2 789 | 6,33 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 134 344 | 5,32 | 26 198 | 10,26 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 36 495 | 4,20 | 7 117 | 9,07 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 5 752 | 18,11 | 1 122 | 23,59 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3 560 | 2,95 | 707 | 9,63 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 86 | 19,44 | 17 | 23,08 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 1 709 | 6,22 | 333 | 11,37 | ||||
| 2025-08-07 | 13F | Commerce Bank | 23 178 | 0,25 | 4 520 | 4,92 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 23 277 | 92,93 | 4 539 | 102,00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 43 439 | 0,43 | 8 | 0,00 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 43 154 | 11,42 | 8 | 14,29 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 43 596 | 53,78 | 8 502 | 60,97 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 453 785 | 12,32 | 88 493 | 17,58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16 150 | 3 149 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 29 173 | 0,70 | 5 689 | 5,41 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 23 247 | 0,08 | 4 533 | 4,76 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 183 | 190,48 | 36 | 218,18 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 504 | 70,27 | 98 | 78,18 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 43 103 | 4,97 | 8 406 | 9,88 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 3 262 | 38,93 | 636 | 45,54 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 354 | 1,14 | 69 | 6,15 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 1 163 | 4,49 | 227 | 9,18 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | 0 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 125 | 24 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 29 508 | 12,42 | 5 756 | 17,71 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 904 | 158,29 | 176 | 170,77 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 1 290 | 2,79 | 251 | 7,73 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 5 022 | 91,10 | 979 | 100,20 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6 367 | 1 247 | ||||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 35 175 | 0,09 | 6 859 | 4,78 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 169 586 | 419,52 | 33 071 | 443,91 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 1 342 | 12,21 | 263 | 18,02 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 58 585 | 24,77 | 11 478 | 31,23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5 250 | 2,36 | 1 024 | 7,12 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1 512 | 2,09 | 295 | 6,91 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 49 372 | 9 628 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3 133 | 75,81 | 613 | 85,20 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 46 321 | 4,87 | 9 | 12,50 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3 527 | 688 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 3 991 | 209,62 | 778 | 224,17 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3 994 | 9,39 | 779 | 14,41 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 539 | 24,48 | 105 | 31,25 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3 752 | 91,72 | 732 | 100,82 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3 032 | 4,19 | 591 | 13,00 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 5 612 | 210,06 | 1 045 | 249,50 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 19 948 | 4,51 | 3 890 | 9,40 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 1 886 | 0,69 | 368 | 5,46 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9 918 | 387,37 | 1 934 | 410,29 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 16 279 | 4,09 | 3 175 | 8,96 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3 116 | 2,57 | 608 | 7,24 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 148 | 29 |
