Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF inkluderar HCHYX - The Fixed Income Opportunity Portfolio HC Strategic Shares, Morris Retirement Advisors, LLC, Sunflower Bank, N.A., Chicago Wealth Management, Inc., GoalVest Advisory LLC, Transform Wealth, LLC, Cavalier Investments, LLC, Fund Evaluation Group, LLC, LOM Asset Management Ltd, HCYAX - HILTON TACTICAL INCOME FUND Investor Class, KC Investment Advisors, LLC, Gentry Private Wealth, Llc, GIAX - Nicholas Global Equity and Income ETF, Shaker Investments Llc/oh, PJT Investments Corp., Sarasin & Partners LLP, Burgundy Asset Management Ltd., WMKTX - WesMark Tactical Opportunity Fund, Maseco Llp, och Ironwood Investment Management Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Ritholtz Wealth Management | 34 626 | 0,21 | 2 684 | 10,59 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 100 | 8 | ||||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 269 918 | 24,20 | 20 919 | 37,10 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12 539 | 2,06 | 972 | 12,65 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 657 746 | 48,00 | 50 975 | 63,38 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 5 | 0 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 6 589 | 1 | ||||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 3 748 | 7,86 | 290 | 19,34 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 66 595 | 0,00 | 5 161 | 10,40 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 2 698 | 209 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 867 675 | 155,25 | 67 245 | 181,74 | ||||
| 2025-05-05 | 13F | Partners in Financial Planning | 3 598 | 202 | ||||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 5 882 | 6,73 | 0 | |||||
| 2025-08-28 | NP | WMKTX - WesMark Tactical Opportunity Fund | 18 300 | 1 418 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 9 045 | 21,00 | 701 | 33,59 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 15 | 1 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 166 430 | 65,49 | 12 898 | 82,67 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 8 139 | 1,24 | 631 | 11,70 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 421 972 | 14,11 | 32 703 | 25,96 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20 234 | 121,82 | 1 568 | 143,48 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 675 | 42,80 | 130 | 57,32 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 762 | 0,13 | 59 | 11,32 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3 257 | 252 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 368 777 | 1,45 | 28 580 | 11,99 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 286 190 | 396,60 | 22 180 | 448,17 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 3 742 | 290 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 28 617 | 0,21 | 2 218 | 10,63 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 6 418 | 497 | ||||||
| 2025-07-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 11 877 | 28,41 | 912 | 40,37 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 42 698 | 37,58 | 3 309 | 51,86 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 11 662 | 24,57 | 1 | |||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 846 694 | 0,72 | 65 619 | 111 116,95 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 065 | 0,05 | 160 | 11,11 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 561 049 | 3,74 | 43 481 | 14,51 | ||||
| 2025-08-14 | 13F | Rodgers Brothers Inc. | 2 728 | 211 | ||||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 75 | 6 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19 298 | 37,11 | 1 492 | 49,35 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 2 628 | 13,03 | 204 | 24,54 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 2 823 | 219 | ||||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 4 777 | 370 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 14 821 | 1 149 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 137 949 | 0,27 | 10 691 | 10,68 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 364 | 833,33 | 28 | 1 300,00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 2 608 | 1,44 | 202 | 12,22 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 88 665 | 6,28 | 6 872 | 17,31 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 3 253 | 252 | ||||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 5 700 | 1,30 | 442 | 11,65 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 60 520 | 31,93 | 4 690 | 45,65 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 221 | 250 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 6 760 | 524 | ||||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 2 655 | 207 | ||||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 6 212 | 11,25 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 067 | 0,19 | 83 | 10,81 | ||||
| 2025-07-18 | 13F | Sicart Associates LLC | 2 730 | 212 | ||||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 9 265 | 0,28 | 718 | 10,80 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 0 | 0 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 34 405 | 262,08 | 3 | |||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 157 706 | 188,33 | 12 222 | 218,28 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 5 851 | 453 | ||||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 21 184 | 1,70 | 1 642 | 12,24 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 273 | 21 | ||||||
| 2025-08-22 | NP | BEARX - Federated Prudent Bear Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | −5 000 | 400,00 | −388 | 452,86 | |||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 136 233 | 5,04 | 10 558 | 15,95 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 312 | 1,70 | 412 | 12,30 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 25 246 | 1 957 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 15 715 | 86,73 | 1 218 | 106,27 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 13 242 | 0,81 | 1 026 | 11,28 | ||||
| 2025-07-28 | NP | HFGM - Unlimited HFGM Global Macro ETF | 2 320 | 178 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 11 437 | 36,04 | 886 | 50,17 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 4 955 | 17,00 | 384 | 29,29 | ||||
| 2025-08-07 | 13F/A | Leith Wheeler Investment Counsel Ltd. | 2 750 | 213 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 30 | 2 | ||||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 2 586 | 200 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 178 144 | 38,58 | 13 806 | 52,98 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 64 374 | 117,52 | 4 989 | 140,15 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 357 761 | 27 726 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 869 | 1,21 | 377 | 11,87 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 97 763 | 7,55 | 7 577 | 18,71 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 10 793 | 10,35 | 836 | 21,87 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 551 | 2,04 | 43 | 13,51 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 365 421 | 51,03 | 28 320 | 66,71 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 387 | 30 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7 716 | 14,96 | 598 | 26,75 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 560 | 43 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9 879 | 75,44 | 766 | 93,67 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 6 003 | 72,40 | 465 | 90,57 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 5 604 | 434 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 188 701 | 3,46 | 14 624 | 14,20 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 6 561 | 941,43 | 508 | 1 054,55 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 6 169 | 478 | ||||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 1 238 700 | 42,64 | 95 999 | 57,45 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 3 387 | 259 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 21 175 | 1,32 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 3 700 | 287 | |||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Moderate Allocation Fund Class I | 72 134 | 42,52 | 5 590 | 57,33 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 3 936 | 1,31 | 305 | 12,13 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 30 617 | 0,61 | 2 373 | 11,05 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 522 736 | 35,65 | 40 512 | 49,74 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 3 699 | 287 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 156 | 218,37 | 0 | |||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 57 260 | 7,38 | 4 | 33,33 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 31 701 | 15,80 | 2 457 | 27,78 | ||||
| 2025-08-05 | 13F | KDT Advisors, LLC | 6 750 | 523 | ||||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 172 802 | 0,28 | 13 392 | 10,70 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 4 755 | 1,47 | 369 | 11,85 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 19 897 | 107,61 | 1 542 | 156,41 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 19 401 495 | 7,61 | 1 503 616 | 18,78 | ||||
| 2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 15 029 | 52,67 | 1 096 | 64,91 | ||||
| 2025-07-28 | 13F | Td Asset Management Inc | 37 500 | 43,68 | 2 906 | 58,62 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 239 462 | 1 628,97 | 18 558 | 1 809,26 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 651 | 36,76 | 51 | 51,52 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 826 | 5,60 | 452 | 16,54 | ||||
| 2025-08-27 | NP | HCHYX - The Fixed Income Opportunity Portfolio HC Strategic Shares | 381 900 | 29 597 | ||||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 3 616 | 280 | ||||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 5 019 | 389 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 302 | 1,34 | 23 | 15,00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 8 724 | 676 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 24 609 | 0,29 | 1 907 | 10,74 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 65 | 5 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 322 596 | 11,73 | 25 | 25,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 21 005 | 280,32 | 1 628 | 320,41 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 26 749 | 18,13 | 2 073 | 30,46 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 20 439 | 0,43 | 1 584 | 10,92 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 200 | 16 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1 487 | 1,50 | 115 | 12,75 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 115 | 9 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 175 615 | 14,71 | 14 | 30,00 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 3 073 | 1,42 | 238 | 12,26 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 25 351 | 481,31 | 1 965 | 541,83 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 461 | 36 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 10 834 | 840 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 124 603 | 13,47 | 10 | 28,57 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 15 968 | 0,18 | 1 238 | 10,55 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 4 839 | 3,20 | 375 | 13,68 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 4 430 | 10,34 | 343 | 22,06 | ||||
| 2025-08-14 | 13F | Obsido Oy | 224 165 | 0,26 | 17 373 | 10,67 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9 244 | 716 | ||||||
| 2025-08-06 | 13F | Rothschild & Co Wealth Management UK Ltd | 8 803 | 682 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 813 | 218 | ||||||
| 2025-06-17 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 57 750 | 72,39 | 4 211 | 86,20 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 109 | 241 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 704 | 21,54 | 132 | 34,69 | ||||
| 2025-06-17 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 62 436 | 59,66 | 4 552 | 72,49 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 277 | 21 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3 689 216 | 14,44 | 285 914 | 26,32 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Aggressive Allocation Fund Class I | 43 995 | 35,50 | 3 410 | 49,58 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 57 140 | 0,83 | 4 428 | 16,04 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 134 | 2,84 | 165 | 13,79 | ||||
| 2025-08-07 | 13F | Grange Capital, LLC | 85 340 | 1 839,99 | 6 614 | 2 047,08 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Conservative Allocation Fund Class I | 17 829 | 53,84 | 1 382 | 69,86 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 6 947 | 1,46 | 538 | 12,08 | ||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 19 144 | 25,01 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 108 277 | 8,51 | 8 391 | 19,79 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 177 884 | 114,30 | 13 786 | 136,57 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5 518 | 0,04 | 428 | 10,34 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 37 | 3 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17 210 | 12,53 | 1 334 | 24,23 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 742 | 57 | ||||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 5 742 | 445 | ||||||
| 2025-06-27 | NP | MAPP - Harbor Multi-Asset Explorer ETF | 6 482 | 104,22 | 473 | 120,56 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 7 207 | 100,08 | 559 | 121,43 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8 422 | 10,13 | 653 | 21,64 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 4 034 | 0,07 | 313 | 10,25 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 041 | 0,87 | 81 | 11,11 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 22 231 | 17,18 | 1 723 | 29,38 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 150 076 | 70,88 | 11 628 | 88,32 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 6 620 | 22,59 | 513 | 35,36 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5 998 | 7,41 | 465 | 18,37 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 80 700 | 126,69 | 6 254 | 150,26 | |||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 17 400 | 104,71 | 1 348 | 126,17 | |||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 3 155 | 245 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 147 076 | 2,75 | 88 887 | 13,41 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 10 843 | 7,30 | 840 | 18,48 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 4 053 | 314 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 397 040 | 29,12 | 31 | 42,86 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 21 355 | 28,31 | 1 655 | 41,61 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 4 052 | 0,27 | 314 | 10,95 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 32 240 | 65,46 | 2 499 | 82,60 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 4 450 | 5,20 | 354 | 19,59 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 27 200 | 57,54 | 1 910 | 55,58 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23 177 | 241,79 | 1 796 | 277,31 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 290 662 | 0,08 | 22 526 | 10,48 | ||||
| 2025-08-14 | 13F | Scopus Asset Management, L.p. | Put | 246 200 | 19 080 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5 057 | 392 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 390 | 30 | ||||||
| 2025-08-14 | 13F | PJT Investments Corp. | 25 021 | 1 939 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5 084 722 | 3,80 | 394 066 | 14,57 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 52 726 | 4 086 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 71 367 | 0,98 | 5 531 | 11,45 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 17 805 | 1,26 | 1 380 | 11,75 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 4 330 | 336 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 43 | 3 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 23 056 | 32,39 | 1 787 | 46,15 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 89 066 | 15,35 | 7 | 20,00 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 96 981 | 5,47 | 7 516 | 16,40 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7 415 | 30,34 | 575 | 43,86 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 23 258 | 1 803 | ||||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 230 776 | 17 885 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 8 641 | 2,25 | 670 | 12,82 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 12 288 | 10,83 | 952 | 22,37 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 582 | 203,12 | 45 | 246,15 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 355 | 1,43 | 28 | 12,50 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 796 | 19,70 | 62 | 32,61 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3 300 | 1,44 | 256 | 11,84 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4 137 | 321 | ||||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 152 304 | 62,32 | 11 804 | 79,19 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 3 041 | 236 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 7 077 | 70,65 | 548 | 88,32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9 754 | 2,45 | 756 | 13,02 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 9 176 | 4,88 | 710 | 15,64 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 19 | 1 | ||||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 8 941 | 693 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13 555 | 952 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 5 763 | 48,07 | 447 | 63,37 | ||||
| 2025-08-14 | 13F | Fmr Llc | 72 081 | 22,30 | 5 586 | 35,03 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 144 799 | 10,53 | 11 222 | 22,01 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 604 | 21,06 | 124 | 47,62 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 278 815 | 82,43 | 21 402 | 97,43 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 15 732 | 38,93 | 1 219 | 53,33 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 16 140 | 2,61 | 1 251 | 13,22 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 449 589 | 94,67 | 35 | 112,50 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 1 708 025 | 4,73 | 132 | 15,79 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 2 609 | 202 | ||||||
| 2025-07-28 | 13F | Capital Management Corp /va | 2 675 | 207 | ||||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 748 247 | 70,11 | 57 435 | 84,09 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 14 316 | 0,87 | 1 110 | 11,35 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3 404 | 257 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 12 454 | 8,24 | 965 | 19,58 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 3 581 | 0,56 | 278 | 10,80 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 69 580 | 5 392 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 4 877 | 13,50 | 378 | 25,25 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 43 553 | 2,65 | 3 388 | 13,73 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 604 | 371,76 | 124 | 439,13 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2 727 | 211 | ||||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 297 285 | 116,80 | 23 040 | 139,32 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 109 816 | 3,32 | 8 511 | 14,04 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 630 | 242,39 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 11 370 | 881 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 27 380 | 15,84 | 2 122 | 27,85 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 3 034 | 235 | ||||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 37 939 | 90,82 | 2 940 | 110,75 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 273 082 | 0,68 | 21 164 | 11,13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 821 856 | 49,10 | 63 694 | 64,59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 815 540 | 9,93 | 63 205 | 21,34 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 97 130 | 0,39 | 7 528 | 10,81 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 524 | 489,30 | 273 | 565,85 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 8 079 | 626 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 27 294 | 16,02 | 2 123 | 23,79 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 654 | 51 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 53 337 | 69,41 | 4 134 | 87,01 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 2 594 | 201 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 87 463 | 6,92 | 6 778 | 18,02 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 337 528 | 49,80 | 26 158 | 65,36 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 407 | 419 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 70 726 | 62,77 | 5 481 | 79,70 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 278 540 | 0,26 | 21 587 | 10,66 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 42 376 | 3 284 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 28 | 2 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1 851 240 | 66,81 | 143 471 | 84,13 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 190 011 | 1,32 | 14 726 | 11,84 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 67 146 | 20,96 | 5 204 | 33,51 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 112 242 | 44,69 | 8 616 | 56,58 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 4 585 | 1,33 | 355 | 11,99 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 8 332 294 | 249,35 | 645 753 | 285,62 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6 597 | 511 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4 058 | 0,02 | 314 | 10,56 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 5 522 | 0,04 | 428 | 10,34 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 15 128 | 0,30 | 1 173 | 15,45 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 237 303 | 3,35 | 18 391 | 14,07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 090 821 | 20,00 | 162 039 | 32,46 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 90 931 | 27,84 | 7 047 | 41,14 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 193 | 278,43 | 15 | 366,67 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 2 832 | 219 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 8 786 | 0,06 | 681 | 10,39 | ||||
| 2025-07-30 | 13F | Cavalier Investments, LLC | 65 114 | 5 046 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 26 930 | 1,33 | 2 087 | 11,90 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 76 608 | 145,44 | 5 937 | 170,97 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 14 271 | 15,49 | 1 106 | 27,45 | ||||
| 2025-06-27 | NP | EURL - Direxion Daily FTSE Europe Bull 3X Shares | 249 586 | 69,66 | 18 197 | 83,27 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 2 790 | 216 | ||||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 134 568 | 10 429 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 96 227 | 90,10 | 7 458 | 109,82 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 20 029 | 28 512,86 | 1 552 | 38 700,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 18 714 | 2,77 | 1 450 | 13,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 326 013 | 113,75 | 102 766 | 135,94 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 21 776 | 0,90 | 1 688 | 11,42 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 398 | 13 133,33 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 558 | 43 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 108 497 | 39,49 | 8 408 | 53,99 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 62 041 | 40,17 | 4 808 | 54,75 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 3 045 | 236 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8 039 | 23,75 | 623 | 36,62 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 61 094 | 0,31 | 4 735 | 10,71 | ||||
| 2025-07-11 | 13F | WealthBridge Investment Counsel Inc. | 134 680 | 4,76 | 10 | 11,11 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 102 | 26,09 | 85 | 39,34 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11 571 | 5,07 | 897 | 15,91 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 155 647 | 4,05 | 89 563 | 14,86 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5 327 | 61,18 | 413 | 77,59 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 33 495 | 56,47 | 2 596 | 72,77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 303 880 | 1,33 | 23 551 | 11,85 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 8 160 | 6,29 | 632 | 17,25 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 781 | 5,81 | 494 | −4,46 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 773 | 84,56 | 835 | 101,45 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 5 002 | 1,71 | 388 | 12,17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 46 104 | 88,32 | 3 573 | 107,97 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11 803 | 104,59 | 915 | 125,12 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 38 421 | 2 978 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 2 600 | 202 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2 597 | 201 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 54 926 | 91,23 | 4 257 | 111,11 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5 042 | 391 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 8 370 | 7 650,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 7 378 | 5,05 | 1 | |||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 72 679 | 0,82 | 5 633 | 11,28 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3 714 | 8,91 | 288 | 20,08 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 140 | 204,35 | 11 | 233,33 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 33 880 | 90,65 | 2 626 | 110,51 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 4 164 | 323 | ||||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 8 895 | 689 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27 576 | 103,44 | 2 137 | 124,71 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 12 280 | 952 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 497 121 | 2,92 | 39 | 15,15 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 214 | 0,19 | 249 | 10,67 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 329 598 | 164,53 | 25 544 | 191,99 | ||||
| 2025-07-09 | 13F | Sarasin & Partners LLP | 20 220 | 1 567 | ||||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 2 536 | 197 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 51 043 | 32,06 | 3 957 | 45,82 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 45 759 | 91,36 | 3 512 | 107,08 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 4 932 | 382 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 493 | 0,99 | 426 | 11,55 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 16 430 | 0,81 | 1 273 | 11,28 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6 283 | 48,25 | 487 | 63,64 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 4 633 | 8,63 | 359 | 20,07 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14 251 | 182,59 | 1 104 | 211,86 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 469 648 | 500,05 | 36 398 | 562,37 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 2 758 | 214 | ||||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 6 246 | 20,56 | 484 | 33,33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2 863 | 0,21 | 222 | 10,50 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 2 619 | 0 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 3 201 | 248 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 52 762 | 1,08 | 4 089 | 11,60 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 623 379 | 7,82 | 48 312 | 19,02 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 25 113 | 11,20 | 1 946 | 22,78 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 226 575 | 13,50 | 17 559 | 25,29 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 53 917 | 1 483,93 | 4 179 | 1 655,46 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 12 500 | 4,17 | 969 | 14,96 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 106 026 | 11,35 | 8 217 | 22,92 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 180 781 | 14 011 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 6 568 | 6,49 | 509 | 17,32 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 3 800 | 294 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 6 295 | 23,72 | 488 | 36,41 | ||||
| 2025-08-27 | NP | HCINX - The Institutional International Equity Portfolio HC Strategic Shares | 1 586 830 | 1,47 | 122 979 | 12,01 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 74 237 | 33,37 | 5 753 | 47,25 | ||||
| 2025-07-15 | 13F | Xcel Wealth Management, LLC | 6 485 | 9,10 | 503 | 20,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 134 937 | 1,04 | 10 733 | 14,46 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 211 308 | 0,22 | 16 376 | 23,82 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 497 165 | 1,10 | 38 530 | 11,60 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 86 801 | 60,83 | 6 727 | 77,54 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 22 609 | 106,78 | 1 752 | 128,42 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 3 342 | 1,18 | 259 | 11,69 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 968 | 178,16 | 1 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 80 375 | 54,71 | 6 229 | 70,80 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 23 683 | 16,25 | 1 835 | 28,32 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 4 017 | 1,18 | 311 | 11,87 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 58 139 | 159,58 | 4 506 | 186,58 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 79 562 | 5 586 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 41 | 2,50 | 3 | 50,00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 5 035 | 390 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 6 695 | 0,03 | 519 | 10,45 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 17 880 | 1,49 | 1 386 | 12,06 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 2 812 | 218 | ||||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 21 779 | 60,56 | 1 688 | 77,21 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 288 181 | 42,37 | 22 334 | 57,16 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 3 165 | 245 | ||||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 299 524 | 92,53 | 23 213 | 112,53 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 12 561 | 29,40 | 927 | 40,52 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 17 800 | 6,05 | 1 380 | 17,06 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 12 792 | 1,48 | 991 | 11,98 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 2 586 | 200 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23 424 | 9,18 | 1 815 | 20,52 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 19 164 | 90,16 | 1 485 | 110,04 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 2 877 | 223 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 214 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24 612 | 2,96 | 1 907 | 13,65 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 4 689 | 0,09 | 363 | 10,67 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 2 589 | 13,01 | 201 | 10,50 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 39 550 | 45,67 | 2 992 | 56,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 109 288 | 43,33 | 240 970 | 58,21 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 2 756 | 214 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 12 109 | 1,37 | 938 | 11,93 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 197 608 | 15,64 | 15 315 | 27,65 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 81 008 | 6 278 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7 897 | 612 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 10 766 | 22,97 | 756 | 36,04 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 31 709 | 12,07 | 2 457 | 23,72 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16 287 | 324,80 | 1 262 | 369,14 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2 710 | 210 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 288 | 410 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 49 699 | 31,68 | 3 852 | 45,38 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 229 670 | 3,01 | 17 799 | 13,71 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 242 | 42,35 | 19 | 63,64 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 5 400 | 418 | |||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 19 094 | 132,15 | 1 475 | 155,63 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11 453 | 70,56 | 888 | 88,32 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 173 658 | 48,37 | 13 458 | 63,78 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 264 182 | 20 474 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 3 233 | 1,96 | 251 | 12,61 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 7 816 | 11,55 | 606 | 23,22 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 147 767 | 11 452 | ||||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 3 439 | 1,48 | 266 | 12,24 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 70 265 | 574,52 | 5 446 | 644,87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 150 816 | 147,78 | 11 688 | 173,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 114 130 | 19,69 | 8 843 | 32,01 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 38 672 725 | 8,92 | 2 997 136 | 20,23 | ||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 244 345 | 2,47 | 18 898 | 6,69 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5 967 | 4,25 | 462 | 15,21 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 2 684 | 208 | ||||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 2 843 | 220 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 15 208 | 67,58 | 1 179 | 84,93 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 254 | 20 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 772 | 60 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 14 965 | 1 160 | ||||||
| 2025-08-13 | 13F | Burgundy Asset Management Ltd. | 18 911 | 1 466 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3 524 | 489,30 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 12 428 | 93,91 | 963 | 114,48 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1 153 852 | 62,57 | 89 424 | 79,45 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 4 183 | 15,14 | 324 | 27,06 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2 644 | 205 | ||||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 175 089 | 13 569 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 483 | 37 | ||||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 33 445 | 2 567 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 177 336 | 57,74 | 13 765 | 74,40 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 3 849 | 12,18 | 298 | 24,17 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 193 610 | 3,20 | 15 005 | 13,91 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 40 | 3 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 306 | 24 | ||||||
| 2025-08-06 | 13F | SP Asset Management LLC | 3 508 | 1,45 | 272 | 11,98 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 32 867 | 2 547 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 994 | 42,20 | 77 | 57,14 | ||||
| 2025-07-15 | 13F | Maseco Llp | 10 290 | 798 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1 620 | 51,40 | 126 | 66,67 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7 022 | 5,31 | 1 | |||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 3 174 | 246 | ||||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 34 178 | 3 | ||||||
| 2025-07-14 | 13F | E&G Advisors, LP | 33 068 | 8,38 | 2 559 | 19,58 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4 001 | 310 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 5 847 | 453 | ||||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 3 436 | 266 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 18 | 1 | ||||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 31 159 | 2 415 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 103 287 | 18,87 | 8 005 | 31,21 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4 355 | 338 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 9 651 | 9,66 | 748 | 21,07 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 9 840 | 23,03 | 1 | |||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 8 835 451 | 37,30 | 685 | 51,66 | ||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 15 395 | 5,89 | 1 193 | 16,96 | ||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 4 760 | 41,12 | 369 | 55,93 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 61 | 5 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3 680 | 9,69 | 285 | 21,28 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 5 700 | 441 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 1 588 040 | 2,95 | 123 073 | 13,64 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 2 999 | 232 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 4 692 | 364 | ||||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 24 401 | 34 758,57 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 6 518 | 8,89 | 505 | 20,24 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 197 684 | 0,62 | 15 320 | 11,09 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 22 400 | 14,29 | 1 736 | 26,16 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 010 | 259,43 | 78 | 310,53 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3 105 | 241 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 12 574 | 10,58 | 974 | 22,06 | ||||
| 2025-08-07 | 13F | Commerce Bank | 2 655 | 206 | ||||||
| 2025-06-27 | NP | GIAX - Nicholas Global Equity and Income ETF | 29 325 | 2 138 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3 520 | 273 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 3 491 997 | 5,67 | 270 630 | 16,64 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 11 784 | 69,09 | 1 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 23 316 | 402,83 | 2 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 65 | 5 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 106 051 | 21,96 | 8 219 | 34,61 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 4 250 | 0,02 | 329 | 10,40 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 117 590 | 0,67 | 9 113 | 11,12 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47 861 | 29,71 | 4 | 50,00 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 4 290 | 301 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 24 260 | 37,06 | 1 880 | 51,37 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 120 | 9 | ||||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 61 738 | 89,13 | 4 785 | 108,82 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 51 096 | 46,09 | 3 960 | 61,26 |
