Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF inkluderar III Capital Management, Capitolis Liquid Global Markets LLC, Metropolitan Life Insurance Co/ny, QBDSX - Quantified Managed Income Fund Investor Class Shares, Kingstone Capital Partners Texas, LLC, Traub Capital Management LLC, HORAN Wealth, LLC, Orser Capital Management, Llc, Gladwyn Financial Advisors, Inc., Silphium Asset Management Ltd, PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1, Allspring Global Investments Holdings, LLC, Advanced Series Trust - Ast Preservation Asset Allocation Portfolio, Great Diamond Partners, LLC, L2 Asset Management, LLC, Midwest Trust Co, Boreal Capital Management LLC, Bulwark Capital Corp, RMB Capital Management, LLC, och XTX Topco Ltd .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | City State Bank | 10 785 | 21,38 | 857 | 22,25 | ||||
| 2025-08-12 | 13F | Weik Capital Management | 47 079 | 32,94 | 3 743 | 33,88 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 4 652 | 9,85 | 370 | 10,48 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 776 368 | 2,61 | 61 721 | 3,34 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 31 635 | 47,91 | 2 515 | 48,99 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 2 967 | 0,13 | 0 | |||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 22 916 | 18,51 | 1 822 | 19,33 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 | 37 000 | 2 942 | ||||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 491 688 | 11,13 | 38 888 | 11,43 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 233 683 | 18,33 | 18 578 | 19,17 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4 874 | 12,85 | 387 | 13,82 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 766 139 | 5,30 | 60 908 | 6,05 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 222 621 | 5,69 | 17 698 | 6,45 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 682 | 11,82 | 372 | 12,73 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 5 565 | 1,09 | 442 | 1,84 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 21 717 | 0,30 | 1 727 | 0,99 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 21 930 | 24,31 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 952 | 155 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 14 275 | 8,14 | 1 135 | 8,93 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 10 584 | 31,58 | 841 | 32,44 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 79 | 1,28 | 6 | 0,00 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 3 487 | 0,14 | 277 | 1,09 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 120 356 | 2,02 | 9 568 | 2,75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 402 154 | 4,19 | 270 471 | 4,93 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 6 558 | 21,35 | 521 | 22,30 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 17 715 | 5,79 | 1 408 | 6,59 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 9 419 | 48,03 | 749 | 48,12 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 63 421 | 1,60 | 5 042 | 2,31 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 5 502 | 70,82 | 437 | 72,05 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 329 709 | 7,17 | 26 212 | 7,93 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 293 305 | 86,72 | 23 318 | 88,06 | ||||
| 2025-07-18 | 13F | Vicus Capital | 44 908 | 1,55 | 3 570 | 2,26 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 812 580 | 226,08 | 64 600 | 228,40 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 64 075 | 5 094 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 18 001 | 202,33 | 1 431 | 204,47 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 39 176 | 0,88 | 3 114 | 1,60 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5 908 | 22,45 | 470 | 23,42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 879 | 6,13 | 308 | 6,94 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 51 823 | 51,12 | 4 115 | 51,98 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2 643 | 2,40 | 210 | 3,45 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 13 861 | 0,37 | 1 102 | 1,01 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 37 969 | 3,65 | 3 | 50,00 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 66 297 | 11,17 | 5 271 | 11,96 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 32 074 | 0,07 | 2 547 | 0,67 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 21 175 | 1,56 | 1 683 | 2,31 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 17 727 | 0,02 | 1 409 | 0,71 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 3 317 | 1,07 | 264 | 1,54 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 417 631 | 1,79 | 33 202 | 2,69 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 3 810 | 0 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 13 917 | 7,81 | 1 106 | 8,54 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 211 245 | 9,25 | 16 794 | 10,02 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 357 462 | 12,56 | 28 272 | 12,11 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 23 237 | 1,62 | 1 847 | 2,33 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 12 320 | 30,37 | 979 | 31,41 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 457 889 | 0,59 | 36 402 | 1,31 | ||||
| 2025-07-28 | 13F | Essex LLC | 458 576 | 1,41 | 36 457 | 2,13 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11 868 | 156,49 | 944 | 158,36 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 58 060 | 3,22 | 4 616 | 3,94 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 21 674 | 0,06 | 1 723 | 0,82 | ||||
| 2025-07-29 | 13F | Tide Cove Capital Partners LLC | 76 396 | 2,33 | 6 057 | 2,78 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5 614 | 446 | ||||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 31 820 | 2,06 | 2 527 | 2,64 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 48 963 | 0,88 | 3 893 | 1,59 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 245 513 | 3,58 | 19 518 | 4,32 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 561 002 | 2,03 | 44 600 | 2,75 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 6 810 | 541 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 19 861 | 55,22 | 1 575 | 55,84 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5 723 | 64,60 | 455 | 66,06 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 41 003 | 1,38 | 3 260 | 2,10 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 17 093 | 3,76 | 1 359 | 4,46 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 54 887 | 3,15 | 4 363 | 3,88 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 7 319 | 70,65 | 582 | 71,89 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 74 945 | 7,85 | 5 958 | 8,62 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 16 429 | 23,15 | 1 306 | 24,03 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 22 842 | 18,86 | 1 816 | 19,64 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 200 000 | 15 900 | ||||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 396 114 | 9,49 | 31 480 | 10,23 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 5 507 | 4,18 | 438 | 4,80 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 98 312 | 7,38 | 7 816 | 8,14 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 6 538 | 520 | ||||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 15 030 | 1,38 | 1 195 | 2,05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 63 367 | 0,69 | 5 038 | 1,39 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 49 140 | 2,61 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 27 355 | 5,95 | 2 175 | 6,67 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 197 257 | 1,32 | 15 587 | 1,70 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 4 930 | 36,04 | 392 | 38,65 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 532 006 | 1,26 | 42 294 | 1,98 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 32 370 | 0,83 | 2 573 | 1,54 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 720 494 | 3,91 | 57 279 | 4,65 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 2 807 | 223 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 93 689 | 7 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 8 499 | 676 | ||||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 18 372 | 85,48 | 1 461 | 86,94 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 409 941 | 5,65 | 32 590 | 6,40 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 3 053 | 16,93 | 243 | 17,48 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 159 | 13 | ||||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 5 786 | 3,49 | 460 | 4,08 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 42 579 | 2,17 | 3 385 | 2,92 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 55 445 | 1,90 | 4 408 | 2,61 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 73 751 | 3,36 | 5 863 | 4,10 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 513 | 277,21 | 41 | 300,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 4 396 | 0,73 | 349 | 1,45 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 329 497 | 11,17 | 26 195 | 11,95 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 278 | 22 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 45 071 | 0,27 | 3 583 | 0,99 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 21 524 | 1 711 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 1 037 924 | 0,79 | 82 515 | 1,50 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 625 749 | 6,75 | 49 747 | 7,51 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3 750 | 28,78 | 298 | 29,13 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 50 830 | 2,53 | 4 021 | 2,87 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 4 730 | 0,08 | 376 | 0,80 | ||||
| 2025-08-11 | 13F | Anb Bank | 8 795 | 5,77 | 699 | 6,55 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 267 665 | 0,39 | 21 279 | 1,11 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 97 711 | 4,48 | 7 768 | 5,23 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 321 274 | 1,30 | 25 541 | 2,02 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 59 | 5 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8 517 | 10,64 | 677 | 11,53 | ||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 175 549 | 0,17 | 13 956 | 0,89 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 37 324 | 62,79 | 2 953 | 65,34 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 20 282 | 12,06 | 1 612 | 12,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 931 092 | 8,91 | 74 022 | 9,68 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 22 916 | 18,51 | 1 822 | 19,33 | ||||
| 2025-07-31 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 34 426 | 7,50 | 2 737 | 8,27 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 689 269 | 1,20 | 54 797 | 1,91 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 442 989 | 28,09 | 35 216 | 29,03 | ||||
| 2025-08-13 | 13F | Advisory Research Inc | 25 912 | 2,25 | 2 060 | 3,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 020 | 0,59 | 81 | 1,25 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 4 073 | 23,39 | 324 | 24,23 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 386 611 | 2,22 | 30 736 | 2,95 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 25 111 | 0,71 | 1 982 | 1,90 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 324 144 | 25 769 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 32 894 | 8,97 | 2 615 | 9,78 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 7 732 | 0,30 | 615 | 0,99 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 157 | 15,44 | 0 | |||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 14 744 | 52 557,14 | 1 172 | −1,26 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 66 440 | 7,26 | 5 282 | 8,02 | ||||
| 2025-04-25 | NP | VTC - Vanguard Total Corporate Bond ETF ETF Shares | 5 683 008 | 8,26 | 448 276 | 8,58 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 32 991 | 6,76 | 2 623 | 7,50 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 3 201 | 4,47 | 255 | 5,39 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 6 847 | 9,71 | 1 | |||||
| 2025-08-06 | 13F | Climber Capital SA | 97 505 | 7,48 | 5 988 | 25,96 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 318 167 | 6,69 | 25 294 | 7,45 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 29 057 | 3,69 | 2 310 | 4,39 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3 457 | 275 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 232 221 | 2,75 | 18 462 | 3,48 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 18 656 | 13,37 | 1 483 | 14,16 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 8 845 | 8,59 | 1 | |||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 30 503 | 93,72 | 2 425 | 95,17 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 85 502 | 3,06 | 6 797 | 3,80 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3 787 | 301 | ||||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 5 694 | 17,21 | 453 | 18,02 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 87 734 | 18,24 | 6 975 | 19,07 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 33 199 | 2,77 | 2 639 | 3,53 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 112 006 | 0,07 | 8 904 | 0,78 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 252 138 | 5,88 | 20 045 | 6,63 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 35 553 | 4,85 | 2 826 | 5,61 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 181 | 22,80 | 0 | |||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 30 632 | 4,07 | 2 435 | 4,82 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 164 675 | 0,36 | 13 092 | 1,07 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 14 462 | 1 150 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 027 | 82 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 533 | 1,14 | 42 | 2,44 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 15 490 | 23,49 | 1 231 | 24,34 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 222 | 18 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 44 705 | 5,10 | 3 554 | 5,87 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 11 422 | 908 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 69 399 | 13,17 | 5 517 | 13,99 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 48 025 | 2,92 | 3 818 | 3,64 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 108 577 | 16,03 | 8 632 | 16,84 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 10 287 | 21,52 | 818 | 22,31 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 19 263 | 11,35 | 1 531 | 12,16 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 4 682 | 0,11 | 372 | 0,81 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12 927 | 9,30 | 1 028 | 10,08 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 5 295 | 413 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 699 | 51,84 | 533 | 52,87 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 5 632 | 3,87 | 448 | 4,44 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 158 806 | 7,81 | 12 625 | 8,57 | ||||
| 2025-07-21 | 13F | UG Investment Advisers Ltd. | 158 647 | 9,78 | 12 612 | 10,55 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 479 139 | 0,03 | 38 092 | 0,74 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 64 918 | 143,18 | 5 161 | 144,90 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 260 478 | 1,19 | 21 | 0,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 33 141 | 22,08 | 2 635 | 22,91 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 47 744 | 1,37 | 3 796 | 2,07 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4 398 | 350 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4 156 | 0,10 | 330 | 0,92 | ||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 18 255 | 0,69 | 1 451 | 1,40 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 129 042 | 4,74 | 10 259 | 5,48 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 26 902 | 4,30 | 2 139 | 5,01 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 552 | 203 | ||||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 65 573 | 213,03 | 5 176 | 216,77 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 2 842 | 226 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 38 453 | 55,60 | 3 057 | 56,77 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 119 867 | 6,07 | 9 529 | 6,83 | ||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 108 976 | 4,52 | 8 634 | 4,91 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 25 950 | 1,53 | 2 063 | 2,28 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 6 620 | 52,85 | 526 | 54,25 | ||||
| 2025-06-12 | 13F | Sheets Smith Investment Management | 137 099 | 1,52 | 10 823 | 2,73 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 131 773 | 0,38 | 10 460 | 104 500,00 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 134 414 | 5,02 | 10 686 | 5,76 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 14 424 | 1,05 | 1 147 | 1,78 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 40 837 | 3,92 | 3 247 | 4,64 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 22 078 | 36,51 | 1 747 | 38,57 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 216 530 | 4,72 | 17 214 | 5,46 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 8 333 | 85,55 | 662 | 87,01 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 9 381 | 40,35 | 746 | 41,37 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 5 809 | 462 | ||||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 839 231 | 6,58 | 66 719 | 7,34 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 442 181 | 1,11 | 35 153 | 1,83 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 423 | 1,20 | 34 | 0,00 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 221 752 | 0,00 | 17 629 | 0,71 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 12 389 | 84,63 | 985 | 86,01 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 3 019 | 240 | ||||||
| 2025-07-15 | 13F | Cordant, Inc. | 177 034 | 0,53 | 14 074 | 1,25 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 49 318 | 5,37 | 3 921 | 6,12 | ||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 23 341 | 7,99 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 19 321 | 3,46 | 1 536 | 4,21 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2 578 | 0,39 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 174 | 185,25 | 14 | 225,00 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 334 787 | 4,90 | 26 616 | 5,64 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6 810 | 3,43 | 541 | 4,24 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 4 907 | 10,97 | 390 | 11,75 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 16 654 | 11,96 | 1 315 | 14,26 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 149 785 | 84,58 | 12 | 83,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 241 092 | 0,82 | 19 167 | 1,53 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 110 926 | 5,03 | 8 819 | 5,77 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 5 218 | 1,07 | 415 | 1,72 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 5 369 | 427 | ||||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 2 959 | 0,20 | 235 | 0,86 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 60 357 | 4 798 | ||||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 1 376 944 | 12,18 | 108 987 | 12,15 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 2 620 | 0,46 | 208 | 1,46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 520 215 | 41 357 | ||||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 57 282 | 0,28 | 4 554 | 0,98 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 34 608 | 326,36 | 3 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 881 914 | 42,27 | 70 112 | 43,28 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 96 | 8 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 13 839 | 3,74 | 1 096 | 4,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 227 706 | 2,86 | 176 404 | 3,18 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 19 318 | 9,32 | 1 536 | 10,11 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 5 840 | 3,66 | 464 | 4,50 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 79 771 | 1,38 | 6 342 | 2,09 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 384 416 | 14,89 | 30 561 | 15,71 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 3 385 | 8,08 | 269 | 8,91 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 431 091 | 4,65 | 34 272 | 5,39 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 24 777 | 12,12 | 1 970 | 12,90 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 6 484 | 1,11 | 516 | 1,78 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 706 | 46,60 | 851 | 47,74 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 363 | 7,08 | 29 | 7,69 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 40 461 | 86,88 | 3 217 | 88,18 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 991 382 | 2,60 | 78 815 | 3,32 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 17 394 | 1 383 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2 785 | 221 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 369 000 | 8,10 | 29 336 | 8,87 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 3 874 | 0,73 | 308 | 1,65 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 7 291 | 3,02 | 577 | 4,35 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 10 818 | 5,22 | 860 | 6,04 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5 995 | 0,22 | 474 | 0,85 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 24 666 | 3,19 | 1 961 | 3,87 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 15 | 1 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 33 149 | 17,16 | 2 635 | 18,00 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 78 524 | 1,23 | 6 243 | 1,94 | ||||
| 2025-07-29 | NP | JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 | 275 339 | 0,70 | 21 777 | 0,96 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 415 230 | 4,62 | 33 011 | 5,36 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 110 081 | 7,67 | 8 751 | 8,44 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 131 725 | 10,46 | 10 472 | 11,25 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 9 680 | 51,70 | 770 | 52,88 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 8 164 | 31,32 | 649 | 32,45 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 348 883 | 1,51 | 27 737 | 2,23 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 13 520 | 1,80 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 6 652 | 529 | ||||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 5 016 | 399 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 88 688 | 3,71 | 7 021 | 4,00 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 248 | 20 | ||||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 9 616 | 9,26 | 764 | 10,09 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 74 165 | 16,40 | 5 896 | 17,24 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 38 110 | 3,89 | 3 030 | 4,63 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 66 614 | 4,20 | 5 296 | 4,93 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 6 578 | 16,01 | 521 | 16,82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 520 004 | 51,60 | 43 268 | 59,80 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 74 808 | 41,38 | 5 947 | 42,41 | ||||
| 2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 216 020 | 10,08 | 17 085 | 10,38 | ||||
| 2025-07-07 | 13F | Platt Investment Counsel, LLC | 200 726 | 20,08 | 15 958 | 20,93 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 172 205 | 28,88 | 13 690 | 31,34 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 19 903 | 4,16 | 1 582 | 4,91 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 127 438 | 12,65 | 10 | 25,00 | ||||
| 2025-08-14 | 13F | III Capital Management | 2 160 000 | 171 720 | ||||||
| 2025-08-11 | 13F | Sykon Capital Llc | 45 346 | 3 605 | ||||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 22 300 | 1 773 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 7 511 | 4,48 | 1 | |||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 93 814 | 7 424 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 244 | 19 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 224 517 | 0,26 | 17 849 | 0,97 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 55 611 | 0,14 | 4 421 | 0,87 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14 314 | 55,93 | 1 138 | 57,04 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 23 102 | 0,23 | 1 837 | 0,93 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 2 817 | 0,93 | 224 | 1,36 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 219 | 143,80 | 97 | 146,15 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 219 101 | 82,83 | 17 | 88,89 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 17 657 | 1 404 | ||||||
| 2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 527 252 | 7,31 | 41 700 | 7,60 | ||||
| 2025-07-24 | 13F | Baskin Financial Services Inc. | 307 487 | 0,45 | 24 | 0,00 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 113 109 | 1,80 | 8 992 | 2,53 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 11 610 | 1,07 | 923 | 1,88 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 519 | 3,47 | 121 | 4,35 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 43 896 | 3 | ||||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 134 020 | 2,26 | 10 655 | 2,98 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 70 458 | 0,31 | 5 601 | 1,01 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 823 | 48,82 | 65 | 51,16 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 16 235 | 0,91 | 1 291 | 1,57 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1 096 486 | 0,77 | 87 171 | 1,49 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 14 | 1 | ||||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 119 252 | 231,14 | 9 481 | 231,47 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 251 508 | 5,61 | 19 995 | 6,36 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 17 513 | 23,76 | 1 392 | 24,62 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 34 171 | 9,07 | 2 717 | 9,83 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 48 165 | 321,17 | 3 829 | 324,50 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 801 | 180 000,00 | 143 | |||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 3 047 | 1,09 | 242 | 2,11 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 205 032 | 16 300 | ||||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 33 843 | 7,20 | 2 690 | 7,64 | ||||
| 2025-08-14 | 13F | Nepc Llc | 5 049 050 | 3,78 | 401 399 | 4,52 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 17 448 | 6,40 | 1 387 | 7,19 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 444 408 | 99,84 | 35 330 | 101,26 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 59 155 | 3,30 | 4 703 | 4,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 298 808 | 1,89 | 262 255 | 2,61 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 2 375 | 189 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 3 382 | 269 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 34 048 | 2,78 | 2 707 | 3,52 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 6 448 | 0,28 | 513 | 0,99 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 76 186 | 6 057 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 75 977 | 17,28 | 6 040 | 18,13 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4 254 070 | 100,03 | 338 199 | 101,45 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 500 | 0 | ||||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 43 295 | 0,07 | 3 442 | 0,76 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 281 332 | 2,27 | 22 366 | 3,00 | ||||
| 2025-07-25 | 13F | Summa Corp. | 9 500 | 46,15 | 755 | 47,17 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 480 733 | 1 490,57 | 38 213 | 1 503,57 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 6 141 | 6,04 | 488 | 6,78 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 52 632 | 4,76 | 4 184 | 5,52 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 3 317 | 2,16 | 0 | |||||
| 2025-07-29 | 13F | Creekside Partners | 15 333 | 9,92 | 1 219 | 10,63 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 331 948 | 1,55 | 26 390 | 2,27 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 192 510 | 0,64 | 15 305 | 1,35 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 3 693 | 0,16 | 294 | 0,69 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 93 638 | 3,40 | 7 444 | 4,14 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 8 450 | 1,05 | 672 | 1,67 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 276 408 | 35,94 | 21 974 | 36,90 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 23 445 | 0,30 | 1 864 | 0,98 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 528 | 2,88 | 439 | 3,54 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 130 250 | 8,40 | 10 355 | 9,16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 826 859 | 5,58 | 65 735 | 6,33 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 756 667 | 3,32 | 60 155 | 4,05 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 256 378 | 3,95 | 179 382 | 4,69 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11 609 | 41,76 | 923 | 42,72 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 298 397 | 2,61 | 24 | 4,55 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 2 865 | 1,09 | 228 | 1,79 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 165 886 | 90,55 | 13 188 | 91,89 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 31 039 | 2 451 | ||||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 543 148 | 3,66 | 43 180 | 4,40 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 11 475 | 1,07 | 912 | 1,79 | ||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 268 339 | 3,46 | 21 223 | 3,73 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 475 | 38 | ||||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 42 093 | 41,98 | 3 346 | 42,99 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 133 761 | 2,82 | 10 559 | 4,05 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 28 518 | 2,96 | 2 267 | 3,71 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 101 656 | 5,28 | 8 082 | 6,02 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 175 069 | 1,11 | 13 918 | 1,82 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 4 002 | 7,44 | 318 | 8,16 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 46 520 | 0,50 | 3 698 | 1,20 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 136 133 | 7,00 | 10 823 | 7,76 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 3 113 | 0,84 | 247 | 1,65 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 100 171 | 5,27 | 7 964 | 6,02 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5 912 | 34,42 | 470 | 35,16 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 17 629 | 1 402 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 14 186 | 2,83 | 1 128 | 3,49 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 67 708 | 5 383 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 623 094 | 4,95 | 49 536 | 5,69 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 534 | 0,95 | 42 | 2,44 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 33 464 | 4,79 | 2 660 | 5,56 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 45 853 | 15,71 | 3 645 | 16,53 | ||||
| 2025-07-16 | 13F | Rezny Wealth Management, Inc. | 6 407 | 2,96 | ||||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 9 014 | 239,64 | 717 | 242,58 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 10 201 | 0,76 | 811 | 1,38 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 117 149 | 52,35 | 9 313 | 53,43 | ||||
| 2025-08-07 | 13F | PFG Advisors | 7 095 | 27,24 | 564 | 28,18 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 17 895 | 1,73 | 1 423 | 2,45 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 167 812 | 28,02 | 13 341 | 28,94 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 42 810 | 5,34 | 3 403 | 6,08 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 11 979 | 0,39 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 6 727 | −3,00 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 14 265 | 255,47 | 1 134 | 258,86 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 35 474 | 3,43 | 2 820 | 4,17 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 160 909 | 0,73 | 12 792 | 1,45 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 1 | 0,00 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 10 578 | 0,02 | 841 | 0,72 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 28 971 | 2,65 | 2 303 | −8,90 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 2 367 109 | 3,95 | 188 185 | 4,69 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 33 894 | 4,95 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 3 757 | 299 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4 015 700 | 87,07 | 319 248 | 88,40 | ||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 126 737 | 9,22 | 10 076 | 9,99 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 6 321 | 0,32 | 503 | 1,01 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36 661 | 12,66 | 2 915 | 13,47 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 151 273 | 2,87 | 12 026 | 3,60 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 8 412 | 20,84 | 669 | 21,68 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 13 537 | 0,25 | 1 076 | 1,03 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 650 | 52 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 57 982 | 51,29 | 4 610 | 52,36 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 17 117 | 0,75 | 1 361 | 1,42 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 35 817 | 4,19 | 2 847 | 4,94 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 3 075 | 0,42 | 244 | 1,24 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 465 | 37 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 5 767 | 458 | ||||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 17 949 | 0,30 | 1 427 | 0,99 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 15 363 | 19,27 | 1 221 | 20,18 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 9 902 | 787 | ||||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 109 117 | 0,45 | 8 675 | 1,17 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 217 701 | 1,81 | 17 307 | 2,53 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 81 801 | 6,20 | 6 503 | 6,96 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 68 | 1,49 | 5 | 0,00 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 8 377 | 9,10 | 666 | 9,74 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 23 827 | 0,03 | 1 894 | 0,74 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 45 511 | 3,03 | 3 618 | 3,76 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 60 614 | 0,67 | 4 819 | 1,37 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 344 229 | 16,67 | 27 366 | 17,59 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 4 204 | 0,98 | 332 | 2,15 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 236 | 1,29 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 13 303 | 9,70 | 1 058 | 10,45 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 18 720 | 1 488 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 62 219 | 95,36 | 4 946 | 96,74 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 160 550 | 3,98 | 12 764 | 4,72 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 252 409 | 2,81 | 20 067 | 3,54 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 4 606 | 1,70 | 366 | 2,52 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2 713 | 216 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 55 534 | 44,27 | 4 415 | 45,29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 79 743 | 1,99 | 6 340 | 2,72 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 18 308 | 6,47 | 1 455 | 7,22 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 171 975 | 1,29 | 13 672 | 2,00 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 26 304 | 47,51 | 2 091 | 48,61 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 2 695 | 1,09 | 214 | 1,90 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 13 831 | 1,48 | 1 100 | 2,23 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 4 631 | 0,17 | 368 | 1,10 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6 615 | 2,96 | 526 | 3,55 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 26 700 | 2 123 | ||||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 172 012 | 1,03 | 13 675 | 1,75 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 354 704 | 27,17 | 28 199 | 28,07 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 127 145 | 4 159,46 | 10 108 | 4 201,28 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 742 293 | 1,88 | 59 012 | 2,60 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 12 925 | 0,02 | 1 028 | 0,69 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 161 906 | 18,65 | 12 872 | 20,91 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 109 293 | 9,87 | 8 689 | 10,65 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 115 358 | 10,84 | 9 171 | 11,63 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 894 | 15,28 | 310 | 16,17 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 122 603 | 5,90 | 9 747 | 6,65 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 108 | 9 | ||||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 22 310 | 120,45 | 1 769 | 121,55 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 492 | 10,78 | 993 | 11,57 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 28 971 | 1,79 | 2 303 | 2,49 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 19 390 | 1,70 | 1 542 | 2,46 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 39 678 | 1,69 | 3 154 | 2,44 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 2 724 | 1,11 | 217 | 1,89 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 500 | 199 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 600 359 | 83,27 | 127 229 | 84,57 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 5 424 | 90,05 | 431 | 91,56 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 469 450 | 6,35 | 37 129 | 6,63 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 6 039 | 2,46 | 480 | 3,23 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 50 476 | 8,81 | 4 013 | 9,56 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 788 502 | 4,00 | 62 686 | 4,71 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 261 | 259 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 151 866 | 27,24 | 12 073 | 28,49 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 155 743 | 1,36 | 12 382 | 2,08 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 23 697 | 29,36 | 1 884 | 30,22 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 104 035 | 5,29 | 8 271 | 6,04 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 400 | 33,33 | 32 | 34,78 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 68 282 | 1 747,96 | 5 428 | 1 765,29 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 76 773 | 24,50 | 6 103 | 25,40 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 69 706 | 5 542 | ||||||
| 2025-07-21 | 13F | Warner Financial, Inc | 2 518 | 0 | ||||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 2 979 | 11,20 | 237 | 11,85 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 4 088 | 0,02 | 325 | 0,62 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9 056 | 7,67 | 720 | 8,45 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 367 762 | 0,87 | 29 237 | 2,48 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13 744 | 8,26 | 1 093 | 8,98 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 2 581 | 0,08 | 205 | 0,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 547 107 | 8,11 | 43 495 | 8,88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 055 | 1,57 | 1 038 | 2,27 | ||||
| 2025-08-13 | 13F | Silphium Asset Management Ltd | 38 000 | 3 021 | ||||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 63 465 | 0,01 | 5 045 | 0,72 | ||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 6 500 | 514 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 5 683 | 57,38 | 452 | 58,25 | ||||
| 2025-08-13 | 13F | Metropolitan Life Insurance Co/ny | 128 222 | 10 194 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 101 628 | 26,02 | 8 079 | 26,93 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 52 016 | 3,87 | 4 135 | 4,60 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 29 528 | 78,35 | 2 347 | 79,71 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 13 680 | 1 383,73 | 1 088 | 1 409,72 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 891 338 | 5,12 | 70 362 | 6,38 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 206 180 | 2,67 | 16 | −99,90 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11 311 | 1,21 | 899 | 1,93 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 977 | 9,71 | 157 | 10,56 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 157 203 | 3,27 | 12 498 | 4,00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 25 100 | 71,21 | 1 995 | 72,43 | ||||
| 2025-08-06 | 13F | Princeton Capital Management Llc | 6 191 | 84,75 | 492 | 86,36 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 101 764 | 12,69 | 8 090 | 13,50 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 22 853 | 0,01 | 1 817 | 0,72 | ||||
| 2025-07-03 | 13F | JBGlobal.com LLC | 262 940 | 4,03 | 20 904 | 4,77 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 57 660 | 14,02 | 4 584 | 14,80 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 13 991 | 2,57 | 1 112 | 3,35 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 514 744 | 0,97 | 40 922 | 1,68 | ||||
| 2025-07-21 | 13F | Whelan Financial | 208 414 | 0,35 | 16 569 | 1,06 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 42 747 | 3 398 | ||||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 7 378 | 0,99 | 587 | 1,74 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 13 748 | 4,00 | 1 093 | 4,70 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 138 207 | 9,76 | 10 987 | 10,54 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 48 286 | 7,91 | 3 812 | 9,20 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 15 072 | 5,96 | 1 198 | 6,77 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 703 | 1,88 | 374 | 2,47 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2 942 | 234 | ||||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 954 911 | 1,80 | 75 915 | 2,52 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 19 660 | 1,92 | 1 563 | 2,63 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 786 208 | 1,50 | 63 | 1,64 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 728 135 | 1,75 | 57 887 | 2,47 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 10 232 | 1,11 | 813 | 1,88 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 133 161 | 2,94 | 10 586 | 3,67 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 175 | 14 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5 634 145 | 1,01 | 447 916 | 1,73 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 121 354 | 3,99 | 9 648 | 4,72 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 131 582 | 8,77 | 10 461 | 9,54 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 17 280 | 1 374 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 73 087 | 4,34 | 5 810 | 5,08 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 53 177 | 19,27 | 4 228 | 20,12 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 15 482 | 1 231 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 285 099 | 1,62 | 22 327 | 0,78 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3 095 | 19,04 | 246 | 20,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 18 531 | 107,77 | 1 473 | 109,23 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 856 | 0,12 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 34 586 | 91,23 | 2 750 | 92,64 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 18 513 | 62,45 | 1 472 | 63,63 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 578 944 | 1,83 | 46 026 | 2,56 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 3 212 | 255 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 60 966 | 0,71 | 4 847 | 1,42 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 174 089 | 1,60 | 13 746 | 1,97 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 55 405 | 0,60 | 4 405 | 1,59 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 102 842 | 8,13 | 8 176 | 8,88 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 109 203 | 7,48 | 8 682 | 8,24 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8 460 | 131,27 | 673 | 133,33 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 178 | 14 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 26 882 | 5,21 | 2 137 | 6,00 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 2 834 | 225 | ||||||
| 2025-07-25 | 13F | Lawson Kroeker Investment Management Inc/ne | 7 333 | 583 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 609 071 | 5,26 | 48 421 | 6,01 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7 155 | 1,47 | 569 | 3,27 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 8 364 | 19,28 | 665 | 20,07 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 604 087 | 3,27 | 207 025 | 4,01 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 4 777 | 1,36 | 380 | 1,88 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 60 487 | 6,13 | 4 809 | 6,89 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 113 065 | 0,70 | 8 989 | 1,41 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 4 | 0,00 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 19 941 | 6,54 | 1 582 | 7,04 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 23 686 | 2,38 | 1 883 | 3,12 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 9 974 | 8,67 | 793 | 9,39 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 180 000 | 14 310 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 550 | 0,36 | 44 | 0,00 | ||||
| 2025-07-16 | 13F | American National Bank | 12 369 | 50,31 | 983 | 51,46 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 23 470 | 9,10 | 1 866 | 9,84 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 13 425 | 0,02 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3 065 | 6,31 | 244 | 8,97 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 8 286 | 48,52 | 659 | 49,55 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 836 071 | 6,13 | 66 468 | 6,88 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 7 551 | 0,08 | 600 | 0,84 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 64 027 464 | 0,20 | 5 090 183 | 0,91 | ||||
| 2025-08-11 | 13F | Seizert Capital Partners, Llc | 5 658 | 1,11 | 450 | 1,81 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 5 208 | 414 | ||||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 126 148 | 1,75 | 10 029 | 2,46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 81 805 | 4,22 | 6 503 | 4,95 | ||||
| 2025-07-29 | 13F | Liquid Strategies, LLC | 620 621 | 2,00 | 49 339 | 2,73 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 89 445 | 1,64 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 33 487 | 16,19 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 52 063 | 37,86 | 4 139 | 38,81 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 25 | 2 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 542 | 43 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 802 | 3,48 | 64 | 3,28 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 5 631 | 1,59 | 448 | 2,29 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 12 154 | 2,75 | 966 | 3,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 86 061 | 6 842 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 130 618 | 1,05 | 10 384 | 1,76 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 974 971 | 146,60 | 236 510 | 148,35 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 130 540 | 1,89 | 10 378 | 2,61 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 631 770 | 9,17 | 50 233 | 9,94 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 39 856 | 6,20 | 3 169 | 6,95 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 11 097 | 0,97 | 882 | 2,92 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 15 088 | 1 199 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 30 761 | 0,71 | 2 445 | 1,41 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 54 235 | 0,26 | 4 312 | 0,96 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 7 909 | 92,90 | 629 | 94,43 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 3 513 | 0,46 | 279 | 1,09 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 58 598 | 0,24 | 4 659 | 0,95 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 25 209 | 8,51 | 2 004 | 9,33 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 91 146 | 2,09 | 7 246 | 2,82 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 414 | 33 | ||||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 258 667 | 4,07 | 20 564 | 4,81 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 151 | 12 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 77 764 | 0,23 | 6 182 | 0,95 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 176 769 | 14,96 | 14 053 | 15,79 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 43 847 | 5,36 | 3 486 | 6,09 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 22 574 | 0,56 | 1 795 | 1,24 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 3 372 | 245,14 | 268 | 248,05 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 47 796 | 11,49 | 3 800 | 12,26 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 21 187 | 0,47 | 1 684 | 1,20 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 36 417 | 3,57 | 2 895 | 4,32 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 85 456 | 15,84 | 6 794 | 16,66 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 163 159 | 235,99 | 12 971 | 238,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 978 415 | 20,36 | 77 784 | 21,21 | ||||
| 2025-07-16 | 13F | Novem Group | 11 814 | 0,68 | 939 | 1,40 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 442 903 | 2,68 | 114 711 | 3,40 | ||||
| 2025-08-08 | NP | QBDSX - Quantified Managed Income Fund Investor Class Shares | 93 814 | 7 458 | ||||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 5 269 | 2,43 | 419 | 2,96 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5 233 | 25,22 | 416 | 26,44 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 4 410 956 | 62,04 | 350 671 | 63,19 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 93 080 | 0,32 | 7 400 | 1,02 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 25 968 | 708,72 | 2 064 | 715,81 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 3 974 | 0 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 44 037 | 0,75 | 3 501 | 2,67 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 4 913 | 0,10 | 391 | 0,78 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 2 540 | 202 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 13 982 | 3,27 | 1 112 | 4,03 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 32 998 | 2,21 | 2 623 | 2,94 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 12 487 | 8,75 | 993 | 9,49 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 27 897 | 32,77 | 2 213 | 33,41 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 379 | 5,00 | 428 | 5,69 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 22 715 | 0,55 | 1 806 | 1,46 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 3 909 | 311 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 95 805 | 5,04 | 7 616 | 5,78 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 159 467 | 0,26 | 12 678 | 0,97 | ||||
| 2025-07-15 | 13F | Maseco Llp | 196 | 16 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 244 385 | 10,75 | 19 429 | 11,54 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 15 805 | 1,78 | 1 256 | 2,53 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 31 731 | 3,74 | 2 523 | 4,47 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 311 | 25,41 | 422 | 26,35 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 54 697 | 4 348 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 254 | 100 | ||||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 13 060 | 1,67 | 1 038 | 2,47 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 3 909 | 18,20 | 311 | 18,77 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 30 597 | 0,25 | 2 432 | 0,95 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 27 046 | 31,77 | 2 150 | 32,72 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 45 975 | 3 655 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 403 756 | 4,07 | 32 099 | 4,81 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 63 576 | 87,05 | 5 054 | 88,37 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 4 725 | 5,00 | 376 | 5,63 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 366 743 | 29 156 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 4 879 | 0,04 | 388 | 0,52 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 16 749 | 49,92 | 1 332 | 51,08 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 91 352 | 4,18 | 7 262 | 4,93 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 708 290 | 1,60 | 56 309 | 2,33 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 63 550 | 16,11 | 5 052 | 16,94 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 29 155 | 2,58 | 2 318 | 3,30 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 28 861 | 3,61 | 2 294 | 4,37 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 10 801 | 0,07 | 859 | 0,70 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 20 679 | 2 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21 886 | 4,39 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 67 619 | 8,68 | 5 376 | 9,45 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 7 617 | 1,09 | 606 | 1,85 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 19 131 | 0,11 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 1 163 345 | 2,22 | 92 486 | 2,95 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 323 989 | 0,32 | 26 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 640 398 | 2,60 | 50 912 | 3,32 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 6 190 | 36,83 | 492 | 37,82 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 9 517 | 757 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 2 663 | 0,08 | 212 | 0,48 | ||||
| 2025-07-30 | NP | WTBN - WisdomTree Bianco Total Return Fund | 72 168 | 423,98 | 5 708 | 426,96 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 8 717 | 0,74 | 693 | 1,32 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2 700 | 2,90 | 215 | 3,38 | ||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 7 250 | 1,83 | 576 | 2,49 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 241 893 | 1,99 | 19 230 | 2,71 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 5 017 | 1,05 | 399 | 1,79 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 70 687 | 339,90 | 5 620 | 343,14 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 35 260 | 0,31 | 2 796 | 0,98 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 48 365 | 9,91 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 16 467 | 0,16 | 1 309 | 0,93 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 481 158 | 5,28 | 38 252 | 6,03 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 256 434 | 0,07 | 20 317 | 0,19 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 11 094 | 6,71 | 882 | 7,44 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 187 | 1,08 | 15 | 0,00 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 164 563 | 6,02 | 13 083 | 6,77 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 203 874 | 7,20 | 16 165 | 8,63 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 329 | 1,76 | 742 | 2,49 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 198 247 | 1,77 | 15 761 | 2,50 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 25 940 | 6,49 | 2 062 | 7,73 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 13 700 | 3,79 | 1 089 | 4,51 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 48 239 | 10,75 | 3 835 | 11,52 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 16 028 | 18,45 | 1 274 | 21,80 | ||||
| 2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 302 407 | 3,25 | 23 917 | 3,52 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 154 893 | 5,14 | 12 314 | 5,88 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 73 583 | 5,20 | 5 850 | 5,94 |
