Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF inkluderar Brevan Howard Capital Management LP, Gibbs Wealth Management, Advanced Series Trust - Ast Balanced Asset Allocation Portfolio, Silver Coast Investments LLC, Cohen & Steers, Inc., CPXAX - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A, Gladwyn Financial Advisors, Inc., SIRAX - Sierra Tactical All Asset Fund Class A, Northwest Capital Management Inc, 21 West Wealth Management LLC, HORAN Wealth, LLC, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Midwest Trust Co, Drucker Wealth 3.0, LLC, Advanced Series Trust - Ast Preservation Asset Allocation Portfolio, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Scott Marsh Financial, LLC, Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio, Cohen & Steers Select Preferred & Income Fund, Inc., och Andina 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Firestone Capital Management | 16 525 | 0,32 | 1 370 | 1,78 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 18 649 | 8,78 | 1 546 | 10,35 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 33 515 | 851,86 | 2 757 | 867,02 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 13 145 | 737,26 | 1 090 | 731,30 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 21 277 | 42,66 | 1 764 | 44,71 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 125 575 | 0,38 | 10 413 | 1,81 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 10 526 | 12,03 | 873 | 13,54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9 500 | 31,94 | 788 | 33,84 | |||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 61 770 | 13,55 | 5 122 | 15,16 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 16 664 | 125,34 | 1 382 | 128,64 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 13 185 | 13,12 | 1 | |||||
| 2025-08-12 | 13F | Weik Capital Management | 33 484 | 8,67 | 2 776 | 10,20 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 899 335 | 1,89 | 323 333 | 3,33 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 513 048 | 1,81 | 42 542 | 3,25 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 417 | 200 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 383 544 | 8,71 | 31 803 | 10,25 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 32 423 | 291,06 | 2 689 | 297,05 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 6 579 | 49,69 | 546 | 51,81 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 64 245 | 0,32 | 5 327 | 1,76 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 250 | 21 | ||||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 19 467 | 15,95 | 1 596 | 17,54 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 4 048 | 0,32 | 336 | 1,82 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 38 545 | 0,09 | 3 196 | 1,52 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 110 426 | 4,65 | 9 156 | 6,13 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 22 205 | 18,81 | 1 841 | 20,48 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 59 039 | 61,46 | 5 | 100,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 109 474 | 0,21 | 9 078 | 1,63 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 74 034 | 5,11 | 6 139 | 6,60 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 164 | 14 | ||||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 140 831 | 5,68 | 11 543 | 5,94 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 500 | 1,19 | 373 | 2,75 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 244 | 20 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 14 814 | 3,67 | 1 228 | 5,14 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 16 444 | 3,75 | 1 364 | 5,25 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 323 450 | 20,63 | 26 820 | 22,34 | ||||
| 2025-07-18 | 13F | Vicus Capital | 21 976 | 1,50 | 1 822 | 2,94 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 236 027 | 13,76 | 19 572 | 15,67 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 41 | 3 | ||||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 101 936 | 8 453 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 25 200 | 2 090 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6 248 | 40,66 | 518 | 42,70 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 30 868 | 8,31 | 2 560 | 9,83 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 43 864 | 56,34 | 4 | 50,00 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 19 054 | 37,08 | 1 580 | 39,00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 90 746 | 0,39 | 7 526 | 1,83 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5 899 | 0,15 | 489 | 1,66 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 7 484 | 11,04 | 621 | 12,52 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 3 854 | 0,13 | 320 | 1,59 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 3 470 | 0,84 | 288 | 2,14 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 354 141 | 2,94 | 29 365 | 4,40 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB | 932 057 | 2,53 | 77 286 | 3,99 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 22 798 | 4,71 | 1 890 | 6,18 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 313 339 | 3 091,47 | 25 982 | 3 139,65 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 751 904 | 0,29 | 62 348 | 1,71 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 851 | 236 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 678 | 567,83 | 222 | 593,75 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 135 | 11 | ||||||
| 2025-07-29 | 13F | Tide Cove Capital Partners LLC | 59 460 | 2,50 | 4 905 | 3,44 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 27 467 | 3,53 | 2 278 | 6,50 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 16 533 | 20,52 | 1 371 | 22,21 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 56 815 | 2,20 | 4 645 | 3,82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 517 493 | 5,38 | 42 911 | 6,88 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 401 | 0,25 | 33 | 3,13 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 11 576 | 960 | ||||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 13 067 | 8,59 | 1 083 | 10,17 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 4 997 | 132,85 | 414 | 136,57 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 48 107 | 3,84 | 3 969 | 4,78 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2 995 | 0,10 | 248 | 1,64 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 6 404 | 0,03 | 1 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 16 524 | 13,11 | 1 370 | 14,74 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 414 | 360,00 | 34 | 385,71 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 56 741 | 13,80 | 4 705 | 15,41 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 24 464 | 5,35 | 2 029 | 6,85 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB | 783 200 | 5,74 | 64 943 | 7,24 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 78 686 | 998,20 | 6 525 | 1 015,21 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 4 765 | 35,91 | 395 | 42,09 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 4 984 | 3,08 | 407 | 4,90 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 111 806 | 35,65 | 9 271 | 37,56 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5 704 | 0,33 | 473 | 1,72 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3 393 | 281 | ||||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 3 009 | 19,26 | 250 | 20,87 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 2 429 | 201 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 13 414 | 8,31 | 1 112 | 9,88 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 137 497 | 108,99 | 11 401 | 111,99 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 31 433 | 2 606 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 18 662 | 0,11 | 1 547 | 1,51 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 41 328 | 2,27 | 3 427 | 3,69 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 106 192 | 2,59 | 8 805 | 4,04 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 18 636 | 8,66 | 1 545 | 10,20 | ||||
| 2025-04-25 | NP | VTC - Vanguard Total Corporate Bond ETF ETF Shares | 4 170 231 | 9,45 | 342 126 | 9,28 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 77 338 | 375,02 | 6 413 | 381,74 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 22 796 | 3,44 | 1 890 | 4,94 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 785 000 | 5,98 | 65 092 | 7,49 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 53 | 4 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 809 113 | 0,79 | 67 092 | 2,22 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 210 885 | 3,57 | 17 487 | 5,04 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 4 595 | 1,28 | 381 | 2,97 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 146 546 | 3,06 | 12 081 | 3,89 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 119 965 | 1,44 | 9 947 | 2,88 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 134 | 11 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 290 | 107 | ||||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 26 816 | 4,64 | 2 224 | 6,11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 344 556 | 0,95 | 29 | 3,70 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7 756 | 63,87 | 641 | 65,37 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 757 648 | 3,24 | 62 824 | 4,70 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 366 243 | 3,90 | 30 369 | 5,37 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 34 740 | 21,84 | 2 881 | 23,55 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 6 650 | 5,17 | 551 | 6,78 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 130 612 | 80,74 | 10 830 | 83,31 | ||||
| 2025-08-13 | 13F | Advisory Research Inc | 44 228 | 1,26 | 3 667 | 2,69 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 6 539 | 132,79 | 538 | 141,26 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 22 205 | 18,81 | 1 841 | 20,48 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 269 337 | 9,76 | 22 333 | 11,32 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 4 127 | 1,05 | 342 | 2,70 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 618 289 | 51 269 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 2 776 | 231 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 4 767 | 395 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 46 508 | 1,44 | 3 856 | 2,88 | ||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 6 477 | 35,93 | 537 | 38,05 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2 614 | 217 | ||||||
| 2025-08-08 | 13F | Creative Planning | 25 511 256 | 2,02 | 2 115 393 | 3,47 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 213 236 | 708,02 | 17 682 | 719,70 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 32 | 190,91 | 3 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15 269 | 422,55 | 1 266 | 431,93 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 210 686 | 1,63 | 17 470 | 3,08 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 194 | 16 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11 096 | 5,49 | 920 | 9,52 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15 329 | 10,60 | 1 271 | 12,18 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5 780 | 479 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 163 | 14 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 224 705 | 1,54 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Sona Asset Management (us) Llc | 1 250 000 | 127,27 | 103 650 | 130,50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 15 900 | 109,21 | 1 318 | 119,67 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 32 569 | 4,28 | 2 701 | 5,76 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 7 305 | 606 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 101 930 | 12,28 | 8 | 14,29 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 163 643 | 36,81 | 13 569 | 38,76 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 2 700 | 224 | ||||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 23 390 | 373,48 | 1 912 | 382,83 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 192 260 | 0,06 | 15 942 | 1,48 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 413 772 | 4,12 | 34 310 | 5,60 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 87 326 | 5,05 | 7 241 | 6,55 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 7 177 | 10,86 | 595 | 12,48 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3 196 | 265 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 206 351 | 2,06 | 17 111 | 3,51 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 24 248 | 2,68 | 2 011 | 4,15 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 7 600 | 1,69 | 621 | 3,67 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 4 930 | 13,33 | 409 | 14,93 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 96 408 | 4,42 | 7 994 | 5,91 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 90 131 | 12,06 | 7 474 | 13,64 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 6 573 | 545 | ||||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 9 443 | 24,14 | 783 | 26,09 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 16 957 | 412,92 | 1 406 | 420,74 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4 099 | 1,04 | 340 | 2,42 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 194 | 212,90 | 16 | 220,00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 106 | 488,89 | 9 | 700,00 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 4 833 | 0,90 | 401 | 2,30 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 15 442 | 2,00 | 1 280 | 3,48 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 951 | 162 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 56 831 | 79,71 | 5 | 100,00 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 83 420 | 8,32 | 6 917 | 9,86 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2 923 | 0,17 | 242 | 1,68 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 168 589 | 7,04 | 13 979 | 8,56 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5 712 | 474 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 24 366 | 10,35 | 2 020 | 11,91 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 175 | 2 816,67 | 15 | |||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 2 455 | 204 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 509 | 4,52 | 42 | 7,69 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1 042 | 1,26 | 86 | 2,38 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 11 627 | 0,35 | 964 | 1,80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 140 652 | 21,48 | 11 663 | 23,20 | ||||
| 2025-07-24 | 13F | Standard Life Aberdeen plc | 3 266 | 270 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 033 | 6,27 | 169 | 7,69 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 19 225 | 0,45 | 1 594 | 1,92 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 25 040 | 1,02 | 2 076 | 2,47 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 271 631 | 101,83 | 22 524 | 104,70 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 884 368 | 17,30 | 73 332 | 18,97 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 184 500 | 16,18 | 15 299 | 17,83 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 89 285 | 1,61 | 7 | 0,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 386 | 61,87 | 198 | 64,17 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 447 | 37 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 733 | 1,19 | 310 | 2,66 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5 209 | 432 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 15 132 | 347,43 | 1 255 | 354,35 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 668 447 | 11 596,36 | 55 428 | 11 768,74 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5 217 | 433 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4 596 | 44,30 | 384 | 47,69 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 175 346 | 10,14 | 14 540 | 11,69 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 473 116 | 6,60 | 39 231 | 8,11 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 8 471 | 0,37 | 702 | 1,74 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 29 531 | 1,68 | 2 449 | 3,12 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 21 269 | 1 764 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 2 906 432 | 29 064 220,00 | 241 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4 112 | 0,98 | 341 | 2,41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 132 725 | 12,35 | 11 006 | 13,94 | ||||
| 2025-05-29 | NP | HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares | 97 595 | 0,74 | 7 979 | 2,61 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 54 690 | 4,39 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3 273 | 0,43 | 267 | 1,52 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 10 316 | 58,42 | 855 | 60,71 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 25 931 | 57,45 | 2 150 | 59,73 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 450 547 | 5,02 | 37 359 | 6,51 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 62 978 | 4,07 | 5 222 | 5,56 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 56 557 | 1,74 | 4 690 | 3,19 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 13 928 | 0,31 | 1 155 | 1,67 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 39 054 | 8,38 | 3 238 | 9,91 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 98 460 | 2,54 | 8 164 | 4,00 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 108 089 | 8 963 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 361 | 248,74 | 196 | 254,55 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 27 863 | −3,72 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 7 108 | 589 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 522 566 | 1,16 | 43 331 | 2,60 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 223 | 0,90 | 19 | 0,00 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 33 860 | 3,51 | 2 808 | 4,97 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 4 356 | 5,70 | 361 | 7,44 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 17 575 | 18,36 | 1 457 | 20,02 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 24 747 | 4,62 | 2 052 | 6,16 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 167 975 | 0,83 | 13 928 | 2,27 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 1 007 | 186,89 | 84 | 196,43 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 18 832 | 3,54 | 1 564 | 6,18 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio | 1 215 000 | 94,40 | 100 748 | 97,16 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 106 894 | 7,34 | 8 864 | 8,86 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 | 0 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7 060 | 1,23 | 585 | 2,63 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 730 | 1,04 | 226 | 2,73 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 89 215 | 3,49 | 7 398 | 4,95 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 22 739 | 8,52 | 1 859 | 9,16 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 66 943 | 2,48 | 5 551 | 3,93 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 11 402 | 0,02 | 1 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 319 111 | 2 712,05 | 26 461 | 2 754,37 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 5 953 | 1,17 | 494 | 2,49 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 11 784 | 1,64 | 977 | 3,17 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 48 | 4 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 9 964 | 2,54 | 826 | 4,03 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 69 731 | 0,39 | 5 774 | 2,80 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 20 173 | 6,68 | 1 666 | 8,18 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 145 378 | 89,83 | 12 055 | 92,53 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2 325 | 13,36 | 193 | 14,97 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 12 416 | 158,77 | 1 030 | 162,50 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 9 248 | 6,68 | 767 | 8,19 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 272 564 | 2,00 | 22 601 | 3,44 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 17 153 | 1 412 | ||||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 6 239 | 3,74 | 517 | 5,30 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 6 829 | 1,11 | 566 | 2,54 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 102 253 864 | 4,98 | 8 478 891 | 6,47 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | −1 328 | −2 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 307 493 | 2,82 | 25 497 | 4,29 | ||||
| 2025-06-26 | NP | MSTRX - Morningstar Total Return Bond Fund | 744 278 | 23,39 | 60 867 | 24,89 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 16 328 | 93,74 | 1 354 | 96,37 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 4 271 | 3,01 | 347 | 4,22 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 680 | 6,58 | 56 | 9,80 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 9 155 | 8,05 | 755 | 11,37 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18 726 | 31,74 | 1 553 | 33,56 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 13 131 | 3,26 | 1 089 | 4,72 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 413 | 3,67 | 781 | 5,12 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 2 649 | 0,30 | 220 | 1,86 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 203 043 | 19,33 | 16 836 | 21,03 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 83 802 | 14,74 | 6 949 | 16,36 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 293 | 24 | ||||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 7 687 | 1,09 | 637 | 2,58 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 23 512 | 13,50 | 1 950 | 15,12 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4 959 | 4,75 | 411 | 6,20 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 3 793 | 20,22 | 315 | 22,18 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 29 639 | 261,89 | 2 458 | 267,26 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 7 497 | 12,67 | 622 | 14,15 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 41 859 | 17,30 | 3 471 | 18,96 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 12 843 | 9,72 | 1 065 | 11,18 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 13 352 | 5,06 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 343 | 28 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 968 044 | 1,66 | 80 270 | 3,11 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5 855 | 3,21 | 485 | 4,75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 177 243 | 17,66 | 14 697 | 21,55 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 301 908 | 1,54 | 25 034 | 2,98 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 130 773 | 15,12 | 10 830 | 16,60 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 164 388 | 13 631 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 41 213 | 120,82 | 3 417 | 124,07 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 17 062 | 1 415 | ||||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 33 300 | 2 761 | ||||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 750 000 | 62 044 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 3 190 | 17,84 | 265 | 19,46 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 8 144 | 12,15 | 675 | 13,83 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 43 013 | 26,23 | 3 571 | 28,05 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 32 238 | 2 673 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4 775 | 12,59 | 396 | 14,16 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 181 213 | 1,49 | 15 010 | 2,82 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 18 032 | 11,15 | 1 495 | 12,75 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 502 091 | 9,79 | 124 193 | 12,19 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 86 541 | 45,16 | 7 176 | 47,21 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3 044 | 1,16 | 252 | 2,86 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 7 763 | 0,98 | 644 | 2,39 | ||||
| 2025-08-14 | 13F | Fmr Llc | 31 105 | 15,39 | 2 579 | 17,07 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 714 | 606,93 | 59 | 637,50 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 143 086 | 3,93 | 11 865 | 5,40 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 298 502 | 67,07 | 24 752 | 69,45 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 249 | 48,21 | 21 | 53,85 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 587 | 186,98 | 132 | 191,11 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 37 | 3 | ||||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 547 368 | 10,95 | 45 388 | 12,52 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 48 814 | 1,96 | 4 048 | 3,40 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 10 812 | 1,64 | 897 | 3,11 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 16 063 | 3,09 | 1 332 | 5,80 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 107 | 9 | ||||||
| 2025-08-28 | NP | CPXAX - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A | 85 987 | 7 130 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 824 | 4,85 | 317 | 6,38 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 060 | 40,24 | 420 | 42,52 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 10 884 | 161,07 | 903 | 151,25 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 71 711 | 8,34 | 5 946 | 9,89 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 4 703 | 390 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 424 | 3,95 | 450 | 5,40 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 502 241 | 3,40 | 41 480 | 4,45 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 137 576 | 1,51 | 11 248 | 3,40 | ||||
| 2025-08-07 | 13F | Nwam Llc | 10 881 | 32,91 | 900 | 34,38 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 421 | 15,98 | 35 | 17,24 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 12 883 | 4,11 | 1 068 | 5,64 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 318 504 | 2,63 | 26 | 4,00 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 7 003 | 581 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 4 241 | 352 | ||||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 18 336 | 1,86 | 1 520 | 3,33 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 16 222 | 1 345 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 28 018 | 9,44 | 2 323 | 10,99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 625 025 | 3,28 | 134 747 | 4,75 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 52 316 | 16,87 | 4 339 | 18,58 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 33 545 | 636,12 | 2 725 | 632,26 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 72 333 | 4,60 | 5 998 | 6,05 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 44 | 4 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 822 | 67 | ||||||
| 2025-07-10 | 13F | Envision Financial LLC | 65 119 | 8,69 | 5 400 | 10,23 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 243 421 | 9,55 | 20 004 | 11,59 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 33 195 | 8,78 | 2 753 | 10,34 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Nepc Llc | 4 423 287 | 2,87 | 366 779 | 4,33 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 24 915 | 56,71 | 2 066 | 58,97 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 54 | 107,69 | 10 | 50,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 9 699 317 | 3,71 | 804 267 | 5,18 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 53 837 | 6,40 | 4 322 | 4,47 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 27 620 | 7,02 | 2 290 | 8,53 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 3 580 | 0,20 | 297 | 1,37 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 446 337 | 26,99 | 36 864 | 28,42 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 915 948 | 93,80 | 324 711 | 96,55 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 16 858 | 8,78 | 1 382 | 10,39 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2 878 | 0,31 | 239 | 1,71 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 9 540 | 55,37 | 791 | 57,57 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 10 107 | 52,74 | 1 | |||||
| 2025-07-14 | 13F | Argentarii, LLC | 2 733 | 227 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 544 570 | 0,82 | 45 156 | 2,25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 505 506 | 17,06 | 41 917 | 18,72 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 207 067 | 0,17 | 17 170 | 1,59 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 507 | 21,50 | 1 037 | 23,31 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 96 586 | 3,42 | 8 009 | 4,89 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 36 465 | 12,16 | 3 024 | 13,73 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 436 177 | 36,63 | 36 028 | 38,06 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 115 232 | 2,02 | 9 555 | 3,47 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 263 288 | 12,01 | 21 832 | 13,60 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 102 268 | 8 480 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 2 537 | 1,08 | 210 | 2,44 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 288 855 | 3,14 | 106 872 | 4,61 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 883 638 | 4,12 | 73 271 | 5,59 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 80 364 | 0,07 | 6 664 | 1,49 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 163 | 0,62 | 14 | 0,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 716 | 71 500,00 | 59 | |||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 52 866 | 4 322 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 51 568 | 6,41 | 4 276 | 7,93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 242 835 | 4,90 | 103 056 | 6,39 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 10 736 | 890 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 146 | 12 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 3 835 | 12,96 | 318 | 14,44 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 13 337 | 0,64 | 1 106 | 4,25 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 496 | 28,83 | 41 | 32,26 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 217 | 18 | ||||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 31 545 | 2,31 | 2 616 | 3,77 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 4 358 | 0,32 | 361 | 1,69 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 120 209 | 1,23 | 9 828 | 3,11 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 18 021 | 1 494 | ||||||
| 2025-07-14 | 13F | BetterWealth, LLC | 47 637 | 3,07 | 3 950 | 4,55 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 93 210 | 1,60 | 7 729 | 3,04 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 42 525 | 2,91 | 3 526 | 4,38 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 136 955 | 1,79 | 11 356 | 3,24 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 420 | 116 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 4 767 | 1,19 | 395 | 2,60 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 13 797 | 29,04 | 1 144 | 30,89 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 9 160 | −0,89 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 17 940 | 26,34 | 1 488 | 28,19 | ||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk U.S. Fund Class 2 | 38 150 | 22,47 | 3 163 | 24,23 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 2 607 | −1,70 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 95 631 | 12,09 | 7 930 | 13,68 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 19 383 | 0,85 | 1 607 | 2,29 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 49 980 | 1,47 | 4 144 | 2,91 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 1 113 | 3,25 | 0 | |||||
| 2025-08-13 | 13F | Nyl Investors Llc | 116 487 | 0,16 | 9 659 | 1,59 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 359 995 | 96,01 | 29 851 | 98,79 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 89 152 | 0,56 | 7 392 | 1,99 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 158 510 | 27,81 | 13 144 | 29,63 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 30 839 | 0,79 | 2 557 | 2,24 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 13 107 | 2,61 | 1 087 | 4,02 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9 153 498 | 4,73 | 759 008 | 6,22 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 327 764 | 3,40 | 27 178 | 4,87 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 5 | 0,00 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 5 544 | 16,86 | 460 | 18,60 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 86 849 | 4,11 | 7 202 | 5,59 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 16 859 | 1,20 | 1 398 | 2,57 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 2 508 | 0,04 | 208 | 0,98 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 52 824 | 2,94 | 4 380 | 4,41 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4 445 288 | 3,64 | 368 603 | 5,11 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 113 742 | 1,55 | 9 431 | 2,99 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 864 660 | 5 086 135,29 | 71 698 | 7 169 600,00 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 41 037 | 0,21 | 3 403 | 1,61 | ||||
| 2025-08-25 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 794 | 127,51 | 66 | 132,14 | ||||
| 2025-08-07 | 13F | PFG Advisors | 182 557 | 21,75 | 15 138 | 23,48 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 20 901 | 1,61 | 1 733 | 3,03 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 289 235 | 5,89 | 23 983 | 7,39 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 35 507 | 540,69 | 2 944 | 549,89 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 2 475 | 205 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 1 785 | 148 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 80 923 | 230,39 | 6 710 | 235,16 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 20 468 | 23,15 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 129 398 | 3,59 | 10 730 | 5,05 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 25 675 | 2 129 | ||||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 115 357 | 0,73 | 9 565 | 2,16 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 29 047 | 4,22 | 2 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 267 850 | 4,61 | 22 210 | 6,10 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 18 301 | 7,37 | 1 518 | 8,90 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 14 | 1 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 110 | 9 | ||||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 17 919 | 2,20 | 1 486 | 3,63 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 3 059 | 14,66 | 254 | 16,06 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 4 397 | 0,92 | 365 | 2,25 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 37 303 | 13,78 | 3 093 | 15,41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 538 328 | 16,72 | 44 698 | 18,64 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 18 315 | 8,79 | 1 519 | 10,32 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 70 068 | 0,35 | 5 810 | 1,79 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 156 979 | 5,37 | 12 835 | 7,33 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 34 100 | 41,73 | 2 828 | 43,72 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 0 | 0 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 23 787 | 10,58 | 1 972 | 12,17 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 18 194 | 64,00 | 1 509 | 66,26 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 8 275 | 686 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 362 840 | 0,18 | 30 087 | 1,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 024 838 | 6,02 | 84 980 | 7,53 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 41 049 | 2,00 | 3 404 | 3,43 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 301 475 | 1,80 | 24 998 | 3,25 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 8 571 | 4,72 | 703 | 7,49 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 112 440 | 3,53 | 9 323 | 5,00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 12 540 | 9,88 | 1 040 | 11,36 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 119 062 | 52,34 | 9 873 | 54,52 | ||||
| 2025-07-23 | 13F | Ohio National Investments, Inc. | 1 215 000 | 94,40 | 100 748 | 97,16 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 4 871 726 | 69,37 | 403 964 | 71,78 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 113 538 | 2,72 | 9 415 | 4,18 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 220 044 | 2,68 | 18 246 | 4,14 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 13 416 | 7,45 | 1 112 | 9,02 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 236 | 7,48 | 102 | 8,51 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 4 390 | 364 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 57 795 | 15,06 | 4 792 | 16,71 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 247 837 | 10,26 | 20 551 | 11,82 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 35 121 | 19,25 | 2 912 | 23,29 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4 013 | 333 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 85 667 | 238,11 | 7 104 | 242,97 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 93 156 | 7,03 | 7 725 | 8,71 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 316 942 | 22,71 | 26 281 | 26,76 | ||||
| 2025-07-21 | 13F | 25 Llc | 309 114 | 7,76 | 25 632 | 9,28 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 604 614 | 4,59 | 50 135 | 6,07 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15 138 | 10,87 | 1 255 | 12,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12 123 900 | 5,70 | 1 005 314 | 7,20 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 7 913 | 5,07 | 656 | 6,67 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 124 265 | 12,98 | 10 227 | 13,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 405 371 | 15,28 | 34 | 17,86 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 166 505 | 9,18 | 13 807 | 10,73 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 4 018 | 5,74 | 333 | 7,42 | ||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 | 34 000 | 3,98 | 2 819 | 5,46 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 4 203 | 4,87 | 349 | 6,42 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 11 724 | 156,88 | 972 | 160,59 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 15 589 | 0,26 | 1 293 | 1,65 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 1 743 | 145 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 57 233 | 17,52 | 4 746 | 19,19 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 197 191 | 32,08 | 16 256 | 35,10 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 349 | 29,09 | 112 | 30,59 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 143 451 | 23,70 | 11 895 | 25,45 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 96 | 84,62 | 8 | 75,00 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 25 224 | 12,14 | 2 092 | 13,70 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14 595 | 51,53 | 1 210 | 53,75 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 47 883 | 1,63 | 3 970 | 3,06 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 19 322 | 56,11 | 1 602 | 58,46 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 8 022 | 23,30 | 665 | 25,24 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 267 306 | 3,21 | 22 165 | 4,68 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 954 | 1,19 | 162 | 3,18 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 519 224 | 4,60 | 43 | 7,50 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 682 891 | 17,16 | 56 625 | 18,83 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 120 109 | 12,87 | 9 959 | 14,47 | ||||
| 2025-08-04 | 13F | Fortune 45 LLC | 57 928 | 0,41 | 4 803 | 1,84 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 68 809 | 9,15 | 5 706 | 10,69 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 675 000 | 55 971 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 636 783 | 5,67 | 52 802 | 7,17 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 5 278 | 438 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7 517 | 623 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 652 | 0,12 | 137 | 2,24 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 37 369 | 1,19 | 3 099 | 2,62 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 22 236 | 3,07 | 1 844 | 4,54 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 376 900 | 31 253 | ||||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 53 998 | 0,75 | 4 478 | 2,19 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 11 457 | 7,81 | 950 | 9,45 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 85 444 | 5,34 | 7 085 | 6,85 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 21 765 | 119,36 | 2 | |||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 881 200 | 3,00 | 72 778 | 4,22 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 4 767 | 1,19 | 395 | 2,60 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9 335 | 12,91 | 774 | 14,67 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11 798 | 3,79 | 978 | 5,27 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 121 563 | 4,78 | 10 080 | 6,26 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 321 048 | 3,48 | 26 467 | 4,34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 035 | 37,15 | 335 | 39,17 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 159 | 0,63 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | LMR Partners LLP | 100 000 | 8 292 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 11 600 | 962 | ||||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 25 545 | 2,16 | 2 118 | 3,62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 169 996 | 37,35 | 14 096 | 39,30 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 17 810 525 | 16,73 | 1 476 849 | 18,39 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 189 740 | 7,59 | 98 653 | 9,11 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 86 033 | 2,22 | 7 134 | 3,66 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 29 437 | 45 187,69 | 2 441 | 48 700,00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 005 | 6,22 | 581 | 7,61 | ||||
| 2025-07-29 | 13F | Creekside Partners | 2 944 | 1,10 | 244 | 2,52 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 583 | 1,37 | 380 | 2,98 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 386 654 | 2,25 | 32 061 | 3,70 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 239 168 | 37,51 | 19 832 | 39,46 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 88 734 | 6,27 | 7 358 | 7,78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 241 726 | 30,88 | 186 | 32,14 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 182 557 | 0,95 | 15 138 | 2,38 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 302 270 | 1,82 | 25 064 | 3,26 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 28 573 | 1,25 | 2 369 | 2,69 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 33 073 | 14,26 | 3 | 0,00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 8 635 | 17,16 | 716 | 18,94 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 5 801 | 20,75 | 481 | 22,70 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 8 312 | 689 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 29 193 | 13,39 | 2 421 | 14,96 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 57 764 | 20,58 | 4 723 | 22,81 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 745 | 1 082,54 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 707 734 | 0,25 | 58 685 | 1,68 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 119 352 | 24,39 | 9 897 | 26,14 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 50 092 | 6,74 | 4 109 | 7,03 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 4 435 | 0,32 | 368 | 2,51 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 21 192 | 42,65 | 1 757 | 44,73 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 227 192 | 16,44 | 18 564 | 18,06 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 7 186 | 35,79 | 596 | 37,73 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 456 178 | 0,71 | 37 826 | 2,14 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 138 164 | 20,80 | 11 457 | 22,51 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 324 579 | 14,53 | 26 836 | 15,82 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 18 100 | 8,60 | 1 501 | 10,13 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 15 138 | 56,06 | 1 255 | 58,26 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 52 002 | 2,81 | 4 312 | 4,28 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 314 067 | 1,13 | 25 650 | −1,62 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 244 383 | 8,68 | 20 264 | 10,22 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10 045 | 12,02 | 833 | 13,51 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22 721 | 79,50 | 1 879 | 81,62 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 115 197 | 5,04 | 9 552 | 6,54 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 59 738 | 8,25 | 4 953 | 9,77 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 4 125 | 2,48 | 342 | 3,95 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7 557 | 6,74 | 627 | 8,30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 44 860 | 32,49 | 3 720 | 34,39 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 117 | 10 | ||||||
| 2025-07-16 | 13F | American National Bank | 947 | 566,90 | 79 | 609,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 28 | 2 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 12 001 | 0,52 | 995 | 1,95 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 865 566 | 1 249,10 | 71 772 | 1 268,63 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 114 020 | 8,43 | 9 455 | 9,97 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 819 644 | 0,80 | 67 965 | 2,23 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 157 | 76,40 | 13 | 85,71 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 5 833 | 9,03 | 484 | 10,53 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1 770 | 69,70 | 147 | 71,76 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 135 501 | 68,14 | 11 236 | 70,54 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 724 957 | 12,99 | 60 034 | 14,35 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 39 735 | 17,07 | 3 295 | 18,70 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 79 870 | 2,87 | 6 623 | 4,33 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 3 101 | 1,04 | 257 | 2,80 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 10 146 | 2,64 | 841 | 4,08 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 52 434 | 26,16 | 4 348 | 27,93 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 75 684 | 73,68 | 6 276 | 76,17 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 87 555 | 5,09 | 7 260 | 6,59 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 7 868 | 5,02 | 652 | 6,54 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3 869 651 | 18,17 | 320 872 | 19,85 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 35 | 337,50 | 3 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 76 387 371 | 0,92 | 6 334 041 | 2,35 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 821 383 | 0,21 | 151 029 | 1,63 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 6 815 | 0,09 | 565 | 1,62 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7 804 | 24,88 | 647 | 26,86 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 564 713 | 39,03 | 46 732 | 40,69 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 426 | 0,83 | 201 | 4,15 | ||||
| 2025-09-03 | 13F | American Trust | 6 934 | 575 | ||||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 86 751 | 5,87 | 7 193 | 7,37 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 2 704 | 1,16 | 224 | 2,75 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 23 332 | 41,03 | 1 935 | 43,05 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 102 997 | 0,05 | 8 541 | 1,47 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 4 040 | 335 | ||||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 356 241 | 7,29 | 29 540 | 8,82 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 59 480 | 4,77 | 4 932 | 6,27 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 507 613 | 11,24 | 42 091 | 12,82 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 9 610 | 3,73 | 786 | 5,65 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 94 628 | 27,72 | 7 847 | 29,54 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 9 191 | 20,59 | 762 | 22,31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 15 200 | 42,06 | 1 260 | 44,16 | |||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 | 1 393 500 | 6,50 | 115 549 | 8,01 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10 476 | 3,65 | 869 | 5,08 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 267 | 0,40 | 105 | 1,94 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 2 635 | 0,69 | 218 | 1,87 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 217 579 | 4,12 | 18 042 | 5,60 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 229 | 19 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 294 731 | 7,21 | 24 439 | 8,73 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 5 230 | 4,60 | 434 | 6,13 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 147 883 | 8,20 | 12 262 | 9,74 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 401 | 33 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 38 532 | 0,13 | 3 195 | 1,56 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4 066 | 2,16 | 337 | 3,69 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 35 545 | 0,29 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 249 | 0,81 | 20 | 5,26 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 28 111 | 22,74 | 2 331 | 26,77 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 6 486 | 0,19 | 538 | 1,51 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 5 534 | 0,09 | 459 | 1,33 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 188 364 | 15 619 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 18 713 | 2,77 | 1 552 | 4,23 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 42 574 | 3,84 | 3 530 | 5,31 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 43 048 | 0,02 | 3 570 | 1,45 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 060 | 45,40 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 40 649 | 1,58 | 3 371 | 3,03 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7 998 | 1,82 | 651 | 1,40 | ||||
| 2025-08-15 | 13F | State of Tennessee, Treasury Department | 2 649 104 | 2,43 | 219 664 | 3,88 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 30 050 | 1,29 | 2 492 | 2,72 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 93 132 | 2,25 | 7 692 | 3,32 | ||||
| 2025-07-16 | 13F | Novem Group | 41 411 | 7,18 | 3 434 | 8,71 | ||||
| 2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 19 983 | 5,94 | 1 657 | 7,39 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 3 254 | 0,53 | 270 | 1,89 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 4 079 | 338 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 38 530 | 43,57 | 3 195 | 45,58 | ||||
| 2025-07-30 | 13F | Pacific Wealth Management | 89 061 | 0,38 | 7 385 | 1,79 | ||||
| 2025-07-29 | 13F | Bellecapital International Ltd. | 18 792 | 327,77 | 1 558 | 333,98 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 15 170 | 7,71 | 1 258 | 9,21 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 17 307 | 0,90 | 1 435 | 2,72 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 43 990 | 0,49 | 3 648 | 1,90 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 44 612 | 210,24 | 3 686 | 214,77 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 16 677 | 0,18 | 1 383 | 1,54 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 620 943 | 0,31 | 51 489 | 1,73 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 19 | 0 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 350 558 | 0,45 | 29 068 | 1,88 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 2 700 | 223 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 28 072 | 2,88 | 2 328 | 4,35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 222 | 148,55 | 184 | 152,05 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1 489 | 123 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 87 389 | 7 246 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8 393 | 3,63 | 696 | 4,98 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 7 446 | 121,08 | 617 | 124,36 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3 123 | 259 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 211 671 | 0,06 | 17 552 | 1,48 | ||||
| 2025-08-28 | NP | Cohen & Steers Select Preferred & Income Fund, Inc. | 8 984 | 745 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 5 800 | 213,51 | 481 | 228,77 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 68 396 | 5 671 | ||||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 48 007 | 3 981 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 31 792 | 1,52 | 2 636 | 2,97 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Zacks Investment Management | 15 267 | 19,25 | 1 266 | 21,03 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4 958 | 18,95 | 411 | 20,88 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 6 800 | 222,27 | 564 | 239,16 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 362 636 | 8,09 | 30 070 | 9,62 | ||||
| 2025-07-15 | 13F | Maseco Llp | 3 402 | 282 | ||||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 556 627 | 6,79 | 46 156 | 8,30 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 236 466 | 7,92 | 20 | 11,76 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 2 482 | 1,18 | 206 | 2,50 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 3 954 | 7,83 | 328 | 9,36 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 10 689 | 886 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 55 312 304 | 6,56 | 4 586 496 | 8,07 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 5 099 | 23,97 | 423 | 25,60 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 2 609 | 216 | ||||||
| 2025-07-28 | 13F | Callahan Advisors, LLC | 2 941 | 0,07 | 244 | 1,25 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 172 253 | 14 283 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6 990 | 0,55 | 580 | 1,94 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 4 156 | 2,47 | 345 | 3,93 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 74 825 | 0,17 | 6 204 | 1,59 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 3 189 | 22,28 | 264 | 23,94 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7 029 | 13,30 | 583 | 14,79 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 626 | 301 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 853 | 31,64 | 568 | 33,65 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 401 929 | 0,87 | 33 328 | 2,30 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 34 435 | 3,85 | 2 855 | 5,31 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 23 187 | 0,08 | 1 923 | 1,48 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 24 492 | 1,04 | 2 024 | 2,12 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 10 883 | 7,55 | 902 | 9,07 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 5 398 | 448 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 106 | 488,89 | 9 | 700,00 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3 295 | 6,36 | 273 | 7,91 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 028 036 | 2,87 | 85 245 | 4,33 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 28 511 | 9,22 | 2 364 | 10,78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 521 060 | 6,10 | 43 | 7,50 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 54 947 | 0,88 | 4 556 | 2,31 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 3 163 | 1,18 | 262 | 2,75 | ||||
| 2025-08-07 | 13F | Commerce Bank | 56 169 | 8,03 | 4 658 | 9,55 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 94 971 | 8 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 91 461 | 10,23 | 8 | 16,67 | ||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 200 924 | 7,92 | 16 661 | 9,45 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 376 436 | 16,42 | 31 214 | 18,07 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 5 047 | 419 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 73 071 | 2,21 | 6 059 | 3,66 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 612 286 | 1,28 | 299 531 | 2,71 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Goldman Sachs Growth Allocation Portfolio Class IB | 2 437 400 | 1,77 | 202 109 | 3,21 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 292 186 | 6,56 | 24 228 | 8,07 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 18 122 | 16,53 | 1 503 | 18,17 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 190 | 16 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 226 548 | 5,08 | 18 785 | 6,58 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 24 | 2 | ||||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 295 361 | 7,16 | 24 376 | 10,46 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 11 985 | 85,41 | 994 | 88,07 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 463 | 38 |
