Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF inkluderar Lanham O'Dell & Company, Inc., Twelve Points Wealth Management LLC, TruWealth Advisors, LLC, Richmond Investment Services, LLC, Adams Wealth Management, CacheTech Inc., Indie Asset Partners, LLC, Valpey Financial Services, LLC, Gladwyn Financial Advisors, Inc., Beaumont Asset Management, L.L.C., Park Edge Advisors, LLC, NOVIX - Global Secured Options Portfolio, Matrix Trust Co, MGB Wealth Management, LLC, Semitam Bonam Llc, Vise Technologies, Inc., Retireful, LLC, Lyell Wealth Management, Lp, Summit Wealth Group Llc / Co, och Lake Street Financial Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-03 | 13F | Garde Capital, Inc. | 17 495 | 17,53 | 1 176 | 30,38 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6 256 | 421 | ||||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 19 939 | 32,07 | 1 340 | 46,45 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 18 956 | 5,10 | 1 274 | 16,45 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 375 448 | 80,31 | 25 238 | 99,82 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 64 401 | 0,77 | 4 330 | 18,64 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 61 641 | 0,59 | 4 143 | 11,46 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 82 104 | 0,04 | 5 519 | 10,87 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 15 519 | 320,57 | 1 043 | 367,71 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 31 142 | 6,21 | 2 093 | 17,72 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 64 165 | 3,24 | 4 313 | 14,40 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 248 306 | 3,13 | 16 691 | 14,29 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 3 100 | 208 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 24 515 | 0,80 | 1 648 | 11,66 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 32 904 | 0,35 | 2 212 | 11,16 | ||||
| 2025-07-31 | 13F | City State Bank | 18 921 | 2,38 | 1 272 | 13,38 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6 092 301 | 2,19 | 409 524 | 13,25 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 368 | 32,85 | 134 | 731,25 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 293 515 | 332,13 | 19 730 | 378,54 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 268 261 | 6,22 | 18 | 20,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 202 247 | 8,91 | 13 595 | 20,67 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 7 708 | 0,69 | 518 | 11,64 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 38 | 3 | ||||||
| 2025-07-08 | 13F | TL Private Wealth | 275 971 | 1,44 | 18 421 | 24,96 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 46 186 | 17,22 | 3 105 | 29,87 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 28 384 | 1 908 | ||||||
| 2025-07-23 | 13F | Equitable Trust Co | 3 165 | 213 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 656 203 | 0,98 | 514 650 | 11,90 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 20 958 | 9,46 | 1 409 | 21,27 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 895 | 60 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 29 108 | 111,45 | 1 957 | 134,25 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 5 462 | 39,23 | 367 | 54,85 | ||||
| 2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 5 831 | 0,73 | 392 | 11,40 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | 0 | ||||||
| 2025-04-23 | 13F | Sabal Trust CO | 28 884 | 0,12 | 1 752 | 5,80 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 443 356 | 6,35 | 29 802 | 17,85 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 7 323 | 492 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 51 459 | 0,39 | 3 459 | 11,26 | ||||
| 2025-08-14 | 13F | Intrepid Family Office Llc | 50 000 | 100,00 | 3 361 | 121,70 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 4 855 | 0,71 | 326 | 23,95 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 253 527 | 1,54 | 17 042 | 12,53 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2 079 868 | 0,89 | 139 809 | 11,80 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 276 738 | 1 885,49 | 19 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 36 885 | 16,52 | 2 479 | 29,11 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 57 450 | 0,98 | 3 862 | 11,91 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 1 755 | 0,75 | 0 | |||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 298 280 | 0,04 | 20 050 | 10,87 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 3 045 | 205 | ||||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 77 556 | 43,88 | 5 213 | 59,47 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 548 781 | 685,68 | 36 889 | 770,85 | ||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 30 153 | 0,73 | 2 027 | 11,63 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 242 165 | 3,74 | 16 278 | 14,96 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 7 169 | 0,32 | 0 | |||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 21 416 | 72,29 | 1 440 | 91,10 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 3 040 | 204 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5 836 | 21,20 | 392 | 34,25 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 23 596 | 54,16 | 1 586 | 70,91 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 113 912 | 7,19 | 7 657 | 18,79 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 253 498 | 11,10 | 17 040 | 23,11 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 6 560 | 17,25 | 441 | 29,79 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 111 406 | 2,26 | 7 489 | 13,32 | ||||
| 2025-08-13 | 13F | Causeway Capital Management Llc | 8 926 | 31,98 | 600 | 46,34 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 4 927 | 0,26 | 331 | 11,07 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 67 856 | 9,39 | 5 | 33,33 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4 029 377 | 0,86 | 270 855 | 11,76 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 281 226 | 17,23 | 18 904 | 29,91 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 28 627 | 28,64 | 1 921 | 37,14 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 10 164 | 14,02 | 683 | 26,48 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 28 770 | 0,71 | 1 934 | 11,61 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 41 831 | 0,67 | 2 812 | 11,55 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 56 339 | 1,26 | 3 787 | 12,24 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 6 534 | 9,94 | 439 | 21,94 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 22 094 | 9,94 | 1 485 | 21,82 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 36 107 | 55,94 | 2 427 | 72,86 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 297 998 | 4,42 | 20 031 | 13,62 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 14 657 | 3,88 | 985 | 15,20 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 129 805 | 16,33 | 8 725 | 28,92 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 19 570 | 1 315 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 626 | 42 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 462 607 | 1,55 | 31 096 | 12,53 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 3 611 | 9,56 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 310 042 | 5,91 | 155 281 | 17,37 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 3 186 | 214 | ||||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 6 362 | 0,22 | 428 | 10,91 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 12 263 | 23,11 | 824 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 188 242 | 12 654 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 320 | 13,88 | 22 | 23,53 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 5 562 | 10,05 | 374 | 21,90 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 24 628 | 11,72 | 1 655 | 23,78 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 1 089 100 | 116,48 | 73 209 | 139,89 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 3 285 744 | 6,66 | 220 868 | 18,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8 200 | 645,45 | 551 | 734,85 | |||
| 2025-08-13 | 13F | F/M Investments LLC | 132 907 | 7,41 | 8 934 | 19,04 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 19 368 | 54,98 | 1 302 | 71,64 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 91 446 | 9,59 | 6 170 | 26,18 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 112 794 | 3,43 | 7 582 | 14,60 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 69 271 | 7,25 | 4 656 | 18,87 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 31 559 | 1,23 | 2 121 | 12,16 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 12 012 | 1 | ||||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 5 963 | 8,95 | 401 | 20,85 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 43 387 | 9,01 | 2 917 | 31,77 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 4 530 | 0,04 | 305 | 10,95 | ||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 9 414 | 1,75 | 633 | 12,66 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 3 028 | 204 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 16 204 640 | 3,01 | 1 089 276 | 14,15 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 7 294 | 37,78 | 490 | 52,65 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 189 046 | 2 517,28 | 12 708 | 2 801,14 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 422 097 | 0,84 | 28 | 12,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 271 990 | 23,23 | 18 283 | 36,56 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 6 441 | 18,64 | 433 | 31,31 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 14 279 | 11,49 | 960 | 23,58 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 | 0 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 5 078 | 341 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 259 | 1 690,66 | 219 | 1 890,91 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 28 933 | 320,42 | 1 945 | 366,19 | ||||
| 2025-08-14 | 13F | Euclidean Capital LLC | 2 142 684 | 7,57 | 144 031 | 19,20 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 4 344 | 0,16 | 290 | 9,89 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 3 294 | 221 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 15 324 | 19,13 | 1 030 | 32,05 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 358 | 22,55 | 226 | 35,54 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5 007 831 | 28,97 | 336 626 | 42,92 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 5 267 | 0,23 | 354 | 11,32 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 22 725 | 7,60 | 1 528 | 19,20 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 12 148 | 20,34 | 817 | 33,33 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 610 106 | 2,19 | 41 011 | 13,24 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 22 434 | 5,45 | 1 508 | 16,90 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 9 000 | 80,00 | 605 | 99,34 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 008 | 2,80 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 34 813 | 528,39 | 2 340 | 596,43 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4 193 154 | 4,00 | 282 | 15,16 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 197 413 | 13 270 | ||||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 7 475 | 0,71 | 502 | 11,56 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 22 033 | 1 481 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 14 051 | 3,58 | 945 | 14,84 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6 041 | 406 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 7 565 | 0,17 | 509 | 10,92 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 63 777 | 4 287 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 627 591 | 3,48 | 42 187 | 14,66 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 17 697 | 10,78 | 1 190 | 22,70 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 4 485 | 0,47 | 301 | 11,48 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 13 034 | 2,93 | 876 | 14,06 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 18 569 | 1,01 | 1 248 | 11,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 44 131 | 7,20 | 2 966 | 18,78 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 50 985 | 14,76 | 3 427 | 27,21 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 41 263 | 31,52 | 2 774 | 45,72 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 63 092 | 159,13 | 4 241 | 187,33 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 430 347 | 2,69 | 230 588 | 13,80 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 76 | 5 | ||||||
| 2025-07-18 | 13F | BSW Wealth Partners | 3 104 | 209 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6 922 513 | 2,45 | 465 331 | 13,53 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 69 | 5 | ||||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 93 320 | 44,41 | 6 273 | 60,04 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 779 | 0,52 | 52 | 13,04 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 135 158 | 69,55 | 9 085 | 87,90 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 452 896 | 2,45 | 164 884 | 13,53 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 5 000 | 6,38 | 336 | 17,89 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 10 878 | 0,01 | 660 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 6 097 | 410 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 61 964 | 19,55 | 4 165 | 32,47 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 11 397 | 5,07 | 766 | 16,59 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 40 099 | 5,45 | 2 695 | 16,87 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 52 865 | 25,86 | 3 554 | 39,50 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 12 073 | 1,84 | 811 | 12,80 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 641 | 0,63 | 43 | 13,16 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 491 | 0,07 | 302 | 10,66 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 124 720 | 0,27 | 8 384 | 11,12 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 5 873 | 395 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 29 973 | 711,40 | 2 015 | 799,11 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 39 879 | 3 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 326 646 | 5,34 | 21 957 | 16,74 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 149 814 | 2,81 | 10 | 25,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 8 585 | 2,52 | 577 | 13,81 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5 024 | 338 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 9 215 | 1,38 | 619 | 12,34 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 20 250 | 4,90 | 1 361 | 16,23 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 120 931 | 3,27 | 8 129 | 14,43 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 52 452 | 1,81 | 3 526 | 12,80 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 118 291 | 0,62 | 7 952 | 11,50 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 17 888 | 39,29 | 1 203 | 52,09 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 84 229 | 8,22 | 5 662 | 19,91 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 4 824 | 1,54 | 324 | 12,50 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 3 043 | 205 | ||||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 3 285 744 | 6,66 | 220 868 | 18,19 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 43 738 | 0,01 | 2 940 | 10,86 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 47 969 | 87,89 | 3 224 | 108,27 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 6 041 | 0,32 | 406 | 11,23 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 45 780 | 8,03 | 3 077 | 19,73 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 295 689 | 14,07 | 19 876 | 30,76 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 254 009 | 1,06 | 17 075 | 11,98 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 35 613 | 2 394 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 359 836 | 3,22 | 24 188 | 14,39 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 33 589 | 0,32 | 2 258 | 11,13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 576 | 0 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 3 049 | 205 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 6 142 | 1,96 | 413 | 12,88 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 6 901 | 25,34 | 464 | 39,04 | ||||
| 2025-08-07 | 13F | Grange Capital, LLC | 93 327 | 1 915,70 | 6 273 | 2 140,36 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 19 818 | 3,76 | 1 332 | 15,03 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 3 015 | 203 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 947 746 | 111,32 | 111 266 | 31,49 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 4 476 | 0,56 | 602 | 16,93 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 52 759 | 87,21 | 3 441 | 103,85 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 467 099 | 6,07 | 31 398 | 17,54 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 96 647 | 16,20 | 6 497 | 28,76 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 15 245 | 0,03 | 1 025 | 10,82 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 39 783 | 2 688 | ||||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 3 100 | 208 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 105 | 24,30 | 74 | 39,62 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 19 578 | 3,26 | 1 316 | 14,43 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 10 144 | 129,40 | 682 | 154,10 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 991 | 0,71 | 134 | 11,76 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 3 240 | 218 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 6 726 | 0,42 | 452 | 11,33 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2 396 | 161 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 2 418 | 6,61 | 163 | 18,25 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 962 | 0,72 | 132 | 11,02 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 47 500 | 3 | ||||||
| 2025-04-30 | 13F | Ramiah Investment Group | 35 427 | 22,76 | 2 149 | 32,65 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 165 155 | 4,17 | 11 102 | 15,43 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 20 149 | 2,22 | 1 354 | 13,31 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 769 | 216,46 | 321 | 251,65 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 292 235 | 2,15 | 19 644 | 13,20 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 5 441 | 13,07 | 366 | 25,43 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 21 844 | 2,97 | 1 468 | 8,90 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 264 | 0,76 | 18 | 13,33 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 140 | 9 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 181 715 | 12 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 5 024 | 338 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 940 028 | 6,24 | 61 652 | 17,90 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 5 647 | 1,93 | 380 | 12,80 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 50 | 3 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 120 364 | 3,06 | 8 091 | 14,20 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 20 899 | 42,56 | 1 405 | 57,93 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 3 033 | 204 | ||||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 228 079 | 3,77 | 15 331 | 14,99 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 76 572 | 17,18 | 5 147 | 29,88 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 22 887 | 11,68 | 1 538 | 23,73 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1 008 | 0,10 | 59 | 0,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 48 393 | 0,44 | 3 253 | 11,29 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 690 | 0,73 | 46 | 12,20 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 142 | 112,19 | 278 | 135,59 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 67 109 | 1,90 | 4 511 | 12,94 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 8 720 | 7,46 | 586 | 19,11 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6 404 | 430 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 929 | 7,67 | 331 | 19,49 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 9 801 | 87,83 | 659 | 108,23 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 13 111 | 0,02 | 881 | 10,82 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 106 | 19,05 | 74 | 32,14 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 55 207 | 9,96 | 3 711 | 21,87 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 151 396 | 10 177 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 5 574 | 15,86 | 375 | 28,52 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 327 792 | 0,94 | 22 034 | 11,86 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 188 542 | 3,00 | 12 674 | 14,14 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 7 750 | 0,64 | 521 | 11,35 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 35 143 | 0,97 | 2 362 | 11,89 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 3 200 | 215 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 28 010 | 215,25 | 1 883 | 249,81 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 443 063 | 4,35 | 29 872 | 15,98 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 3 614 | 2,99 | 243 | 14,15 | ||||
| 2025-08-14 | 13F | Fmr Llc | 226 747 | 2,30 | 15 242 | 13,36 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 7 952 | 535 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 11 614 | 45,23 | 779 | 59,96 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 34 008 | 0,97 | 2 286 | 11,85 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 9 699 | 0,04 | 652 | 10,71 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 2 136 404 | 17,83 | 143 609 | 30,57 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 325 936 | 0,30 | 89 129 | 11,15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 116 539 | 329,30 | 7 834 | 375,88 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 4 858 | 0,75 | 327 | 11,64 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 260 575 | 0,89 | 17 516 | 11,80 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 28 996 | 0,76 | 1 949 | 11,69 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 2 985 | 201 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 14 001 | 2,47 | 941 | 13,65 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 20 656 | 143,44 | 1 388 | 159,93 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 102 899 | 6 242 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 625 | 42 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 17 149 | 29,36 | 1 153 | 43,28 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 345 717 | 25,04 | 22 551 | 34,60 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 252 | 17 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4 421 | 28,29 | 297 | 42,11 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 752 025 | 0,56 | 50 551 | 11,43 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 512 | 102 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3 050 | 205 | ||||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 358 858 | 4,12 | 24 122 | 15,38 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 16 209 | 21,41 | 1 090 | 34,61 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 32 292 | 38,08 | 2 171 | 53,03 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12 019 | 28,28 | 729 | 35,75 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 65 862 | 23,81 | 4 427 | 37,23 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10 119 | 37,41 | 680 | 61,14 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 11 692 | 16,97 | 786 | 29,54 | ||||
| 2025-08-07 | 13F | Nwam Llc | 34 525 | 0,28 | 2 319 | 11,06 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 18 970 | 1 275 | ||||||
| 2025-07-10 | 13F | Trust Point Inc. | 112 615 | 41,72 | 7 570 | 57,03 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 68 464 | 6,18 | 4 560 | 11,03 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 47 290 | 2,09 | 3 179 | 13,14 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 52 065 | 0,29 | 3 500 | 11,11 | ||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 402 732 | 4,26 | 27 072 | 22,07 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 4 394 | 6,03 | 295 | 17,53 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 616 | 41 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 69 576 | 5,74 | 4 677 | 17,16 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 5 744 | 0,72 | 386 | 11,88 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 213 434 | 971,29 | 14 347 | 1 087,67 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5 817 | 24,56 | 391 | 38,16 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 6 172 | 415 | ||||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 759 796 | 0,90 | 51 073 | 11,82 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 6 036 | 4,18 | 406 | 15,38 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 4 901 | 329 | ||||||
| 2025-08-11 | 13F | Sierra Capital LLC | 9 979 | 0,66 | 1 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 15 304 | 0,72 | 1 029 | 11,62 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 7 370 | 6,66 | 495 | 11,99 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 20 019 | 0,68 | 1 346 | 11,53 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 639 394 | 28,23 | 42 980 | 42,10 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 311 953 | 104,93 | 21 | 150,00 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 37 696 | 2,25 | 2 534 | 13,28 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 5 390 | 362 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 22 433 | 334,66 | 1 508 | 381,47 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 25 894 | 0,50 | 1 741 | 11,40 | ||||
| 2025-08-12 | 13F | Main Management LLC | 238 435 | 1,71 | 16 | 14,29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 572 625 | 5,31 | 172 603 | 15,85 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 20 709 | 10,51 | 1 392 | 22,54 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 3 000 | 202 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6 149 | 12,66 | 413 | 31,95 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 38 114 | 25,92 | 2 544 | 44,71 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 47 716 | 23,44 | 3 207 | 36,82 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 995 789 | 6,39 | 201 377 | 17,90 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 848 868 | 13,26 | 191 501 | 25,50 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 3 149 | 212 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 482 739 | 0,74 | 29 283 | 6,45 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20 828 | 3,20 | 1 400 | 13,73 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 32 711 | 2 196 | ||||||
| 2025-08-06 | 13F | Nvwm, Llc | 8 219 | 47,93 | 552 | 63,80 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 25 499 | 10,62 | 1 714 | 22,60 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 18 762 | 29,06 | 1 261 | 43,13 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1 128 | 0,27 | 76 | 10,29 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 477 037 | 1,79 | 32 067 | 12,80 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 104 017 | 23,21 | 6 992 | 36,56 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 4 371 | 11,48 | 294 | 23,63 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 22 517 204 | 4,50 | 1 513 607 | 15,81 | ||||
| 2025-07-29 | 13F | Creekside Partners | 50 974 | 32,85 | 3 426 | 47,23 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 48 895 | 14,54 | 3 287 | 26,92 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 8 280 | 0,96 | 557 | 11,87 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 13 699 | 58,46 | 921 | 75,57 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 680 291 | 372,85 | 45 729 | 423,99 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 449 134 | 184,54 | 30 191 | 215,33 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 101 844 | 0,99 | 6 846 | 11,90 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 13 811 | 3,45 | 928 | 14,71 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 7 575 | 1,08 | 509 | 12,11 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 14 335 | 33,16 | 964 | 47,47 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 64 290 | 4,12 | 4 322 | 15,38 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 25 087 | 0,60 | 1 686 | 11,51 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 604 707 | 2,03 | 40 648 | 13,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 47 193 | 8,97 | 3 172 | 20,75 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 12 608 | 848 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 19 245 | 0,02 | 1 294 | 10,80 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 469 078 | 71,25 | 31 531 | 89,77 | ||||
| 2025-08-13 | 13F | Gibson Wealth Advisors LLC | 41 809 | 3,59 | 2 810 | 14,79 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 4 897 | 0,33 | 329 | 11,15 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14 418 | 0,05 | 969 | 10,87 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 872 406 | 15,86 | 127 063 | 29,61 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 3 030 | 204 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 11 810 | 15,81 | 794 | 28,32 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 258 561 | 16,56 | 17 380 | 29,17 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 23 840 | 2,92 | 1 446 | 8,80 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 178 892 | 5,87 | 12 025 | 17,32 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3 692 | 11,95 | 248 | 24,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 308 109 | 1,71 | 20 711 | 12,72 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 45 654 | 11,06 | 3 069 | 23,06 | ||||
| 2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 348 618 | 23 434 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 668 916 | 3,96 | 44 965 | 15,20 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 8 162 | 0,70 | 549 | 11,61 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 15 716 | 10,71 | 1 056 | 22,65 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 251 634 | 0,64 | 16 915 | 11,53 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 089 623 | 9,00 | 140 464 | 20,79 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 723 104 | 10,07 | 48 607 | 21,97 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 345 135 | 0,99 | 23 200 | 11,92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 160 398 | 91,15 | 10 782 | 111,83 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 44 370 | 72,55 | 2 983 | 91,28 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 101 004 | 1,42 | 6 789 | 12,38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 967 121 | 1,64 | 132 230 | 12,64 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 47 644 | 4,25 | 3 203 | 15,51 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 9 153 | 615 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 68 480 | 4,74 | 4 603 | 16,09 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 43 938 | 0,83 | 3 | 0,00 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 53 072 | 4,15 | 3 567 | 15,40 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 248 | 0,40 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 84 990 | 1,34 | 5 713 | 12,31 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 569 | 56,90 | 105 | 75,00 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 3 034 | 204 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 58 387 | 0,67 | 3 925 | 11,54 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 27 726 | 17,41 | 1 864 | 30,10 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 268 293 | 27,09 | 18 035 | 40,82 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 3 730 | 251 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 143 996 | 364,64 | 9 679 | 415,11 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5 024 | 328 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 20 633 | 3,72 | 1 387 | 14,93 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 930 | 11,30 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 50 836 | 2,63 | 3 417 | 13,75 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 5 731 | 21,83 | 385 | 35,09 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 3 055 | 205 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 131 157 | 2 722,40 | 8 816 | 3 026,24 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 7 839 | 0,53 | 527 | 11,21 | ||||
| 2025-08-14 | 13F | Family Management Corp | 875 | 0,69 | 59 | 11,54 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 6 503 | 127,06 | 437 | 152,60 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 209 | 0,97 | 14 | 16,67 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 3 351 | 225 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6 759 | 17,69 | 454 | 30,46 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 4 781 | 10,90 | 321 | 22,99 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 086 820 | 3,19 | 73 056 | 14,35 | ||||
| 2025-07-11 | 13F | WealthBridge Investment Counsel Inc. | 14 560 | 20,53 | 1 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 374 | 0,81 | 25 | 13,64 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 4 515 | 0,71 | 304 | 11,81 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 140 376 | 1,36 | 9 157 | 9,09 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 9 726 | 27,22 | 654 | 41,04 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 127 701 | 25,43 | 8 584 | 39,01 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 31 052 | 142,67 | 2 087 | 168,94 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 29 467 | 56,32 | 1 981 | 73,23 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 580 146 | 10,75 | 38 998 | 22,76 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 83 186 | 9,56 | 5 592 | 21,41 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 559 501 | 0,55 | 37 610 | 11,43 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 79 311 | 5 331 | ||||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 15 062 | 4,13 | 914 | 10,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10 646 | 1,34 | 716 | 12,24 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 134 168 | 2,72 | 9 019 | 13,82 | ||||
| 2025-07-15 | 13F | Hall Laurie J Trustee | 8 652 | 4,04 | 582 | 15,28 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 21 211 | 1 426 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26 396 | 18,82 | 1 774 | 31,31 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 3 877 | 8,42 | 261 | 20,37 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 7 677 | 21,64 | 516 | 35,08 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 81 671 | 1,60 | 5 490 | 12,57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 281 412 | 11,87 | 18 926 | 22,31 | ||||
| 2025-08-05 | 13F | Tufton Capital Management | 3 270 | 0 | ||||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 5 249 | 52,14 | 353 | 68,42 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 77 938 | 2,42 | 5 239 | 13,47 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 3 733 | 251 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 21 027 | 13,64 | 1 413 | 25,94 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 51 104 | 3,06 | 3 435 | 14,23 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 3 300 | 221 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 186 425 | 3,50 | 12 532 | 14,70 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 95 600 | 32,97 | 6 426 | 47,35 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4 528 | 24,33 | 304 | 38,18 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 127 773 | 4,20 | 8 589 | 15,46 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 30 607 | 0,67 | 2 057 | 11,55 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 6 544 | 1,30 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 354 120 | 9,25 | 23 804 | 21,06 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 560 204 | 1,26 | 105 | 11,83 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 15 441 | 3,84 | 1 038 | 14,97 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 397 015 | 19,73 | 25 540 | 26,98 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 5 682 | 382 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 13 401 | 901 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 94 582 | 176,43 | 6 358 | 206,36 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5 059 | 17,13 | 340 | 30,27 | ||||
| 2025-07-16 | 13F | Flower City Capital | 750 406 | 2,66 | 50 442 | 13,76 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 64 356 | 0,24 | 4 326 | 11,09 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 167 698 | 0,17 | 11 273 | 11,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 98 329 | 0,61 | 6 610 | 11,49 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 60 089 | 6,50 | 4 040 | 18,03 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 147 294 | 3,33 | 9 901 | 14,52 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 792 | 126,29 | 53 | 152,38 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 4 942 | 8,31 | 332 | 20,29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 346 | 0,52 | 91 | 11,11 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 31 960 | 2,36 | 2 148 | 13,41 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 967 468 | 19,99 | 65 033 | 32,97 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 11 723 | 0,86 | 788 | 11,77 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 91 660 | 0,27 | 6 161 | 11,11 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 33 361 | 0,12 | 2 242 | 10,94 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 4 403 | 296 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 76 869 | 4,95 | 5 167 | 16,30 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 163 591 | 6,41 | 10 997 | 17,92 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 21 551 | 1 449 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 64 398 | 4,96 | 4 329 | 16,31 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 7 379 | 0,41 | 496 | 11,46 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 41 491 | 27,30 | 2 789 | 41,07 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 6 136 | 19,26 | 412 | 32,05 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 4 276 978 | 10,14 | 287 499 | 22,05 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1 166 389 | 2,71 | 78 405 | 13,81 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 21 932 | 1,48 | 1 474 | 12,52 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 17 621 | 0,43 | 1 184 | 11,28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 35 900 | 45,34 | 2 413 | 61,08 | |||
| 2025-08-13 | 13F | Capital International Investors | 18 409 | 61,33 | 1 235 | 77,30 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 100 321 | 2,61 | 6 744 | 13,71 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 7 604 | 4,15 | 506 | 14,48 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 110 382 | 18,38 | 7 420 | 31,17 | ||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 21 315 | 3,38 | 1 432 | 18,46 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22 193 | 17,79 | 1 492 | 30,56 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 620 182 | 2,18 | 41 689 | 13,23 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 13 095 | 7,80 | 880 | 19,57 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 117 175 | 1,23 | 7 932 | 12,80 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 171 157 | 17,97 | 11 505 | 30,74 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 17 323 | 1 164 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 34 537 | 0,49 | 2 322 | 11,37 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 681 756 | 1,00 | 45 828 | 11,92 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 175 172 | 4,71 | 11 775 | 16,03 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 5 540 | 0,71 | 372 | 11,71 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 552 570 | 8,55 | 37 144 | 20,29 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 428 716 | 1,48 | 28 818 | 12,45 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 3 333 | 224 | ||||||
| 2025-07-21 | 13F | Warner Financial, Inc | 24 529 | 0,11 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 20 780 | 29,03 | 1 397 | 43,03 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 5 707 | 0,58 | 384 | 11,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 745 687 | 46,31 | 251 785 | 62,13 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 243 654 | 2,86 | 16 378 | 13,98 | ||||
| 2025-08-14 | 13F | NCP Inc. | 4 617 | 2,51 | 310 | 13,55 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 15 942 | 9,73 | 1 072 | 21,57 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 998 | 918,37 | 66 | 1 220,00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 538 | 44,82 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 317 | 21,92 | 21 | 40,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 36 | 2 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 242 | 0,73 | 83 | 12,16 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 193 910 | 3,38 | 13 | 18,18 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 820 634 | 1,45 | 55 163 | 12,42 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 179 810 | 31,44 | 12 087 | 45,65 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 32 012 | 1,27 | 2 152 | 12,21 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 5 886 | 0,74 | 396 | 11,58 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 5 660 | 0,44 | 380 | 11,44 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 3 091 | 208 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 47 885 | 72,27 | 3 219 | 90,30 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 40 | 2 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 14 125 | 94,02 | 949 | 115,19 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 44 611 | 0,02 | 2 999 | 10,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10 115 902 | 3,06 | 679 991 | 14,20 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 264 599 | 1,39 | 17 786 | 12,36 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 028 672 | 6,25 | 136 365 | 17,74 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 77 809 | 5 230 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 43 225 | 55,24 | 2 906 | 72,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 345 128 | 14,93 | 23 200 | 27,36 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 349 | 6,69 | 494 | 18,23 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 146 555 | 0,21 | 8 890 | 5,88 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 475 | 0,64 | 32 | 10,71 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 17 490 | 2,21 | 1 176 | 13,20 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 762 109 | 2,66 | 51 229 | 13,76 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 13 433 | 903 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 69 175 | 90,88 | 4 650 | 111,51 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 754 621 | 0,40 | 50 726 | 11,26 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 3 351 | 0,39 | 225 | 11,39 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 73 012 | 19,55 | 4 908 | 32,48 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 6 296 | 0,16 | 423 | 6,02 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 23 134 | 0,16 | 1 554 | 10,92 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 4 133 | 0,05 | 278 | 10,80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 20 191 112 | 1,18 | 1 357 247 | 12,12 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 612 | 42 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 10 942 | 6,09 | 736 | 17,60 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 86 809 | 178,90 | 5 781 | 206,20 | ||||
| 2025-06-05 | NP | NOVIX - Global Secured Options Portfolio | 40 000 | 2 494 | ||||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 180 553 | 0,08 | 12 137 | 10,89 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 44 714 | 0,24 | 3 006 | 11,09 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 15 639 | 3,26 | 1 051 | 14,49 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 34 100 | 15,32 | 2 292 | 27,83 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 3 166 | 213 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36 230 | 1,17 | 2 435 | 12,11 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2 349 882 | 9,70 | 157 959 | 21,56 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 5 730 | 386 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 580 120 | 65,05 | 38 995 | 82,89 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 815 | 53,33 | 1 870 | 69,91 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 77 935 | 5 239 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 3 543 | 126,10 | 238 | 150,53 | ||||
| 2025-07-14 | 13F | Avalon Advisory Group | 203 413 | 2,56 | 13 673 | 13,66 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 8 253 | 0,65 | 558 | 9,20 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 3 272 | 220 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 40 222 | 4,84 | 2 704 | 16,16 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 194 | 13 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 13 311 | 895 | ||||||
| 2025-08-13 | 13F | Thornburg Investment Management Inc | 3 676 | 7,86 | 247 | −88,05 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 5 050 | 339 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 601 | 40 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 739 | 4,67 | 50 | 40,00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 3 000 | 202 | ||||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 31 282 | 0,22 | 2 103 | 11,04 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 230 | 49,27 | 83 | 67,35 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2 901 214 | 8,16 | 195 020 | 19,85 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 27 161 | 26,07 | 1 826 | 39,74 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 102 022 | 108,20 | 6 894 | 131,93 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 34 593 | 59,53 | 2 325 | 76,81 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 936 | 1 027,71 | 63 | 1 140,00 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 3 351 | 225 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 571 824 | 2,37 | 172 878 | 13,44 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 6 910 | 33,47 | 464 | 47,77 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6 217 | 18,19 | 418 | 30,72 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 16 199 | 43,84 | 1 089 | 59,30 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 198 975 | 13,66 | 80 595 | 25,96 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 28 716 | 28,33 | 1 930 | 42,23 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6 112 | 411 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 903 289 | 3,90 | 60 105 | 13,95 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 805 | 20,88 | 323 | 33,61 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 14 480 | 0,05 | 973 | 10,95 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 17 420 | 5,77 | 1 171 | 17,12 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 22 864 | 14,68 | 1 537 | 27,05 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 10 186 | 0,61 | 685 | 16,33 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 16 316 | 109,56 | 1 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 10 184 | 685 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 3 000 | 202 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 273 | 4,69 | 86 | 23,19 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 5 701 | 0,69 | 383 | 11,66 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 4 171 | 0,02 | 280 | 11,11 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 147 127 | 1,98 | 8 925 | 7,75 | ||||
| 2025-07-16 | 13F | Novem Group | 18 049 | 0,69 | 1 213 | 11,59 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 8 271 | 556 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 26 442 | 1,68 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 79 947 | 4,08 | 5 374 | 15,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 128 197 | 3,29 | 75 837 | 14,46 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 338 827 | 5,12 | 22 776 | 16,49 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 117 683 | 4,76 | 7 911 | 16,10 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 325 010 | 93,53 | 21 847 | 114,46 | ||||
| 2025-07-15 | 13F | Maseco Llp | 3 604 | 242 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 42 551 | 1,30 | 2 860 | 12,24 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 33 | 0 | ||||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 5 800 | 390 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 37 629 | 6,65 | 2 529 | 18,18 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 3 847 | 259 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 170 926 | 5,13 | 11 490 | 16,50 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 7 992 | 0,73 | 537 | 11,64 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4 306 | 0,33 | 289 | 11,15 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 647 907 | 1,32 | 43 552 | 12,28 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 4 369 | 0,05 | 294 | 10,98 | ||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 503 888 | 0,08 | 33 871 | 10,90 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 52 422 | 41,13 | 3 524 | 56,37 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 8 493 | 0,01 | 571 | 10,68 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 102 899 | 6 242 | ||||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 153 121 | 26,93 | 10 293 | 40,66 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 424 250 | 157,06 | 28 518 | 184,86 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 200 000 | 13 444 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 949 121 | 5,38 | 63 800 | 16,78 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 71 911 | 4 834 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 10 088 | 0,55 | 678 | 11,51 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 376 609 | 1,36 | 92 536 | 12,32 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 9 948 | 669 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 4 492 | 25,23 | 302 | 38,71 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 5 220 | 10,59 | 351 | 22,38 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 3 272 | 220 | ||||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 2 199 | 14,59 | 148 | 26,72 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 13 345 | 17,50 | 897 | 30,38 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 90 733 | 10,53 | 6 099 | 22,49 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 22 135 | 38,85 | 1 488 | 53,77 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 62 322 | 102 067,21 | 4 | 33,33 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 2 566 | 172 | ||||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 8 165 | 0,22 | 549 | 10,93 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10 147 | 0,45 | 682 | 11,44 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 33 401 | 1,18 | 2 289 | 12,05 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 165 | 0,61 | 11 | 22,22 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 1 666 | 112 | ||||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 2 987 | 201 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 14 976 | 53,99 | 1 007 | 70,80 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 15 739 | 0,70 | 1 058 | 11,60 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 8 784 | 14,09 | 1 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 358 | 781,82 | 91 | 911,11 | ||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 9 899 | 0,70 | 665 | 11,58 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 35 069 | 115,50 | 2 357 | 138,80 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 4 637 | 20,54 | 312 | 33,48 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 510 196 | 3,07 | 34 295 | 14,21 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 213 960 | 1,57 | 14 382 | 12,56 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 3 800 | 255 | ||||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 8 806 | 2,74 | 592 | 13,87 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 18 060 | 0,53 | 1 249 | 9,96 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 18 993 | 1 277 | ||||||
| 2025-08-12 | 13F | Cadence Wealth Management LLC | 68 763 | 0,71 | 4 622 | 11,62 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 221 161 | 7,07 | 14 866 | 18,65 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 144 925 | 0,39 | 9 742 | 11,25 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 30 972 | 0,47 | 2 082 | 11,28 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 414 007 | 1,30 | 27 830 | 12,26 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 3 353 | 0,03 | 225 | 10,84 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 60 683 | 4 079 | ||||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 4 015 | 1,72 | 270 | 12,55 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 4 310 | 0,14 | 290 | 10,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 727 063 | 6,05 | 49 | 17,07 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1 626 | 109 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 6 662 747 | 6,44 | 447 870 | 17,95 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 62 783 | 6,26 | 4 220 | 17,78 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 60 755 | 62,99 | 4 084 | 80,58 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1 978 324 | 0,41 | 132 983 | 11,27 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 27 356 | 19,74 | 1 839 | 32,71 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 13 140 | 12,27 | 883 | 24,54 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 126 524 | 8 505 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 85 352 | 0,42 | 5 737 | 11,29 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 260 193 | 4,28 | 17 501 | 15,62 | ||||
| 2025-08-07 | 13F | Commerce Bank | 127 852 | 18,74 | 8 594 | 31,59 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 4 831 180 | 0,19 | 324 752 | 11,02 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 4 234 | 1,97 | 285 | 13,15 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3 890 | 261 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 25 981 | 81,56 | 1 576 | 91,96 | ||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 169 530 | 56,04 | 11 396 | 72,91 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 232 843 | 0,53 | 15 652 | 7,18 | ||||
| 2025-07-18 | 13F | Vicus Capital | 15 842 | 0,28 | 1 065 | 11,06 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 7 182 | 0,56 | 483 | 11,32 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 3 036 | 204 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 8 497 | 1,19 | 571 | 12,18 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 449 168 | 0,42 | 30 193 | 11,28 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 105 618 | 95,74 | 6 407 | 118,26 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 4 189 | 5,70 | 282 | 17,08 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 055 577 | 2,70 | 138 176 | 13,80 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 12 693 | 853 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 38 560 | 16,67 | 2 592 | 29,34 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 485 | 33 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 20 958 | 1 409 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 449 | 0,90 | 30 | 11,11 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 19 695 | 34,69 | 1 324 | 49,32 |
