Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF inkluderar Maseco Llp, Haverford Trust Co, Sun Life Financial Inc, Mill Creek Capital Advisors, LLC, Metropolitan Life Insurance Co/ny, Octavia Wealth Advisors, LLC, Compass Wealth Management, LLC/GA, Retirement Systems of Alabama, Diligent Investors, LLC, Rps Advisory Solutions Llc, Sagard Holdings Management Inc., Midwestern Financial, LLC /IA, RMB Capital Management, LLC, Fund Evaluation Group, LLC, Elevation Capital Advisory, LLC, Edge Financial Advisors LLC, Beacon Harbor Wealth Advisors, Inc., Bell Bank, North Dallas Bank & Trust Co, och Iams Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 30 072 | 2,25 | 1 757 | 1,80 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 33 179 | 369,82 | 1 937 | 371,29 | ||||
| 2025-07-15 | 13F | Drum Hill Capital, LLC | 229 786 | 2,00 | 13 507 | 2,16 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 850 | 50 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 5 | 0 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 43 022 | 19,76 | 2 529 | 19,92 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 13 175 | 14,14 | 1 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 228 | 0,88 | 13 | 0,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 103 319 | 6,30 | 241 193 | 6,47 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 509 015 | 3,21 | 29 920 | 3,37 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 7 525 | 0,39 | 442 | 0,68 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12 533 | 1,09 | 737 | 1,24 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 6 692 698 | 6,82 | 393 397 | 6,98 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 7 629 | 0,63 | 448 | 0,90 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 224 | 15,91 | 307 | 16,29 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 24 001 | 1 411 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 407 | 11,67 | 200 | 11,73 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10 963 | 4,29 | 644 | 4,55 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 70 126 | 23,54 | 4 116 | 27,16 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 257 776 | 7,89 | 15 152 | 8,06 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 18 910 | 0,77 | 1 112 | 0,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 180 410 | 19,85 | 186 945 | 20,03 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 63 536 | 4 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 129 567 | 628,07 | 7 616 | 630,20 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 177 025 | 10 406 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 264 736 | 4,43 | 16 | 7,14 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 160 711 | 202,77 | 9 442 | 203,18 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 30 899 | 18,79 | 1 816 | 19,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 19 536 | 10,46 | 1 148 | 10,60 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 55 579 | 6,79 | 3 266 | 6,94 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 817 809 | 7,79 | 48 071 | 7,95 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 164 434 | 9,98 | 9 665 | 10,16 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 7 662 | 19,63 | 450 | 20,00 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 2 522 | 148 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 43 534 | 56,50 | 2 559 | 56,74 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 62 300 | 58,13 | 3 662 | 58,28 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 981 | 75,26 | 293 | 75,90 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 24 887 | 64,25 | 1 463 | 64,45 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 81 869 | 2,93 | 4 812 | 3,08 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 237 605 | 3,02 | 13 966 | 3,18 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 533 659 | 2,76 | 31 368 | 2,92 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 202 768 | 1,08 | 11 919 | 1,23 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 8 140 | 478 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 388 473 | 3,57 | 22 834 | 3,73 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2 260 | 1,03 | 133 | 0,76 | ||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 141 229 | 0,43 | 8 301 | 0,59 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 20 602 | 43,70 | 1 211 | 44,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 827 | 0,36 | 49 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 78 806 | 28,20 | 5 | 33,33 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 7 638 | 449 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 077 | 21,69 | 63 | 23,53 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 45 884 | 0,18 | 2 697 | 0,33 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 370 468 | 28,61 | 21 776 | 28,81 | ||||
| 2025-08-12 | 13F | Bokf, Na | 160 323 | 14,04 | 9 424 | 14,20 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 16 234 | 12,35 | 954 | 12,50 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 455 101 | 1,93 | 26 751 | 2,08 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 6 857 | 403 | ||||||
| 2025-07-21 | 13F | Barton Investment Management | 27 389 | 9,91 | 1 610 | 10,05 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 4 762 | 23,27 | 280 | 23,45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 214 051 | 4,80 | 12 582 | 4,96 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 867 512 | 82,82 | 50 336 | 80,74 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 4 546 | 267 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 345 503 | 2,28 | 20 309 | 2,43 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 609 532 | 7,74 | 35 828 | 7,90 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 58 074 | 2,27 | 3 414 | 2,43 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 820 | 18,64 | 695 | 18,84 | ||||
| 2025-08-06 | 13F | Miller Investment Management, LP | 1 034 743 | 0,94 | 60 822 | 1,10 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 104 393 | 2,13 | 6 136 | 2,30 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 11 049 | 5,54 | 649 | 5,70 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 375 423 | 1,18 | 22 | 4,76 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 775 | 45 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 84 327 | 1,33 | 4 950 | 1,35 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 65 129 | 28,85 | 3 828 | 29,06 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 412 670 | 4,92 | 83 037 | 5,08 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 62 | 4 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 31 619 | 2,38 | 1 859 | 2,54 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 49 838 | 49,37 | 2 915 | 49,41 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 147 713 | 6,10 | 126 243 | 6,26 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 30 899 | 18,79 | 1 816 | 19,00 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 3 113 | 183 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 39 419 | 37,39 | 2 317 | 37,67 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 489 311 | 5,38 | 87 542 | 5,54 | ||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 174 662 | 9,41 | 10 302 | 10,48 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 8 220 | 483 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 49 614 | 16,12 | 2 916 | 16,31 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8 796 | 16,58 | 517 | 16,97 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 714 | 42 | ||||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 15 282 | 15,39 | 898 | 15,57 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 407 736 | 20,35 | 23 967 | 20,54 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 58 692 | 3 450 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 7 334 | 29,69 | 431 | 30,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 43 353 | 17,03 | 2 548 | 17,20 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 373 457 | 5,07 | 21 864 | 4,75 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 128 270 | 573,35 | 66 320 | 574,38 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 913 888 | 167,81 | 230 058 | 168,22 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 96 962 | 1,10 | 5 668 | 14,46 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 13 075 | 6,73 | 769 | 6,82 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 181 675 | 53,31 | 10 678 | 53,52 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 47 889 | 27,15 | 2 815 | 27,33 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 52 609 | 19,45 | 3 092 | 19,66 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 40 735 | 4,13 | 2 394 | 4,31 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 202 703 | 1,96 | 11 897 | 108 045,45 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 11 212 | 0,73 | 659 | 0,92 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 231 711 | 13,99 | 13 620 | 14,16 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 7 712 | 2,49 | 453 | 2,72 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 35 440 | 11,20 | 2 083 | 11,39 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 141 817 | 8 336 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 221 234 | 16 957,36 | 17 588 | 23 042,11 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3 812 | 224 | ||||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 11 190 | 18,18 | 658 | 18,38 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 188 190 | 2,04 | 11 062 | 2,19 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 124 957 | 10,90 | 7 345 | 11,09 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 48 311 | 31,29 | 2 840 | 31,50 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 11 562 | 1,09 | 680 | 1,19 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4 906 | 23,86 | 288 | 24,14 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 5 950 761 | 7,04 | 349 786 | 7,20 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 743 105 | 12,52 | 43 680 | 12,69 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 89 227 | 10,74 | 5 245 | 10,91 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 217 162 | 1,74 | 12 765 | 1,89 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2 972 | 688,33 | 175 | 690,91 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 999 | 59 | ||||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 54 192 | 9,09 | 3 185 | 9,26 | ||||
| 2025-08-14 | 13F | Betterment LLC | 88 449 | 6,12 | 5 | 25,00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 557 492 | 8 959,02 | 32 769 | 8 977,29 | ||||
| 2025-08-06 | 13F | Simmons Bank | 3 487 | 1,66 | 205 | 1,49 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 6 886 | 56,93 | 405 | 57,20 | ||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 8 000 | 14,29 | 470 | 14,63 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 85 042 | 22,93 | 4 999 | 23,10 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 951 | 86 787,50 | 409 | |||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 236 931 | 9,87 | 13 927 | 10,03 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 20 943 | 89,68 | 1 231 | 90,26 | ||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 124 403 | 1,40 | 7 312 | 1,56 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 298 | 0 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 7 514 | 51,22 | 442 | 51,55 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3 624 | 213 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 553 843 | 7,90 | 32 555 | 8,06 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 10 390 | 611 | ||||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 110 810 | 2,20 | 6 493 | 1,69 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 041 659 | 0,80 | 61 229 | 0,96 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6 428 | 2,15 | 378 | 2,17 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 784 877 | 1,27 | 46 135 | 1,43 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 778 | 0,39 | 46 | 0,00 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 7 355 | 1,04 | 432 | 1,17 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 4 691 | 276 | ||||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 147 110 | 71,30 | 8 647 | 71,57 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 146 587 | 16,43 | 8 616 | 16,61 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 6 183 | −4,88 | ||||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 43 869 | 2 579 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 474 | 159,02 | 28 | 170,00 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 42 450 | 22,89 | 2 495 | 23,09 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 459 709 | 0,93 | 27 022 | 1,09 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13 677 | 804 | ||||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 281 813 | 0,98 | 16 565 | 1,14 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 15 955 | 2,33 | 938 | 2,40 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 27 | 2 | ||||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 11 550 | 679 | ||||||
| 2025-06-27 | NP | MAPP - Harbor Multi-Asset Explorer ETF | 3 111 | 183 | ||||||
| 2025-08-05 | 13F | American Assets Investment Management, LLC | 230 855 | 1,36 | 13 570 | 1,52 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 5 981 | 352 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 34 099 | 0,61 | 2 004 | 0,75 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 1 615 046 | 30,95 | 94 932 | 31,15 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 9 227 | 1,44 | 540 | 0,93 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 501 003 | 9,91 | 29 449 | 10,07 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 9 856 | 0,81 | 576 | 0,52 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 102 338 | 1,03 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 17 947 | 1 055 | ||||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 183 428 | 3,91 | 10 782 | 4,06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 656 654 | 0,90 | 161 099 | 4,47 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 15 193 | 10,25 | 1 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 883 | 107,76 | 52 | 112,50 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 27 349 | 123,70 | 1 608 | 124,13 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 10 783 | 28,94 | 634 | 29,18 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 362 471 | 0,51 | 21 306 | 0,67 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 14 814 | 871 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 503 531 | 6,41 | 88 378 | 6,58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 82 762 | 6,68 | 4 865 | 6,83 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 860 921 | 1,92 | 50 605 | 2,08 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 15 888 | 1,11 | 934 | 1,19 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 47 995 | 95,63 | 2 821 | 96,04 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 6 065 | 355 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 13 197 | 187,45 | 776 | 188,10 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 13 039 | 30,39 | 766 | 30,72 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 751 514 | 4,12 | 44 174 | 4,28 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 20 187 | 36,37 | 1 187 | 36,64 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 18 693 | 8,01 | 1 094 | 7,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 51 930 | 3,44 | 3 052 | 3,60 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 16 177 | 8,34 | 951 | 8,45 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 294 | 76 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 5 358 | 315 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6 700 | 14,57 | 393 | 13,95 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 7 422 | 43,06 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13 867 | 35,02 | 815 | 35,38 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9 952 | 1,34 | 585 | 1,39 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 24 156 | 1,12 | 1 420 | 1,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 576 | 204,76 | 34 | 200,00 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 112 | 0,90 | 7 | 0,00 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 24 713 | 76,82 | 1 453 | 77,07 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 264 089 | 52,03 | 15 523 | 52,26 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 3 915 | 7,55 | 230 | 7,98 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 522 527 | 5,27 | 30 594 | 5,26 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 705 265 | 5,94 | 41 455 | 6,10 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 67 115 | 4 | ||||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 9 462 | 3,75 | 559 | 5,27 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 37 | 2 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 175 456 | 5,54 | 10 287 | 5,44 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 258 | 23,43 | 368 | 23,57 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 271 | 0,14 | 545 | 0,18 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 12 787 | 6,27 | 752 | 6,68 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 20 501 | 23,43 | 1 205 | 23,72 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 73 366 | 0,44 | 4 312 | 1,08 | ||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 52 505 | 3,68 | 3 086 | 3,84 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 124 928 | 3,61 | 7 332 | 4,52 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 124 066 | 1,33 | 7 293 | 1,48 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 180 014 | 9,01 | 10 546 | 9,21 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 791 493 | 6,45 | 46 524 | 6,61 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 118 322 | 31,90 | 6 955 | 32,10 | ||||
| 2025-08-07 | 13F | Nwam Llc | 50 849 | 14,68 | 2 984 | 14,68 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 10 032 | 590 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 26 291 | 1 545 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 30 100 | 0,18 | 1 769 | 0,34 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 347 029 | 7,81 | 20 398 | 7,98 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 75 462 | 17,17 | 4 436 | 17,36 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 79 408 | 4,37 | 4 668 | 4,52 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 6 026 | 0,40 | 354 | 0,57 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 14 122 | 4,36 | 830 | 4,53 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26 575 | 91,92 | 1 562 | 92,36 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 161 732 | 1,23 | 9 507 | 1,38 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 199 467 | 6,22 | 11 725 | 6,38 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 17 996 | 0,73 | 1 058 | 0,86 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 586 684 | 12,29 | 34 485 | 12,46 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 44 230 | 7,55 | 2 600 | 7,18 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 152 978 | 25,92 | 8 992 | 26,12 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 175 241 | 1,48 | 10 241 | 1,28 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 118 650 | 6 974 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 56 567 | 2,94 | 3 325 | 3,10 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 803 024 | 14,86 | 47 202 | 15,03 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 47 631 | 10,51 | 2 800 | 10,68 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 219 207 | 6,75 | 12 885 | 6,91 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7 180 | 0,53 | 422 | 0,72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 328 663 | 2,62 | 136 879 | 2,77 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 8 473 | 498 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3 758 | 221 | ||||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 13 675 | 25,46 | 804 | 25,67 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 32 679 | 10,79 | 1 921 | 10,92 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 950 380 | 164,17 | 173 423 | 164,58 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 750 | 44 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 32 571 | 4,84 | 1 915 | 4,99 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 28 592 | 95,76 | 1 671 | 94,87 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 500 | 206 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 239 | 73 | ||||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 3 584 | 211 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 090 974 | 7,24 | 64 127 | 7,40 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 18 818 | 30,43 | 1 106 | 30,73 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 8 088 | 6,52 | 475 | 6,74 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 4 297 | 1,15 | 253 | 1,20 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 4 798 | 861,52 | 282 | 872,41 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 229 882 | 20,36 | 13 512 | 20,55 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 012 783 | 3,33 | 59 531 | 3,49 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 3 906 | 230 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 754 837 | 0,07 | 44 369 | 0,22 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 82 649 | 0,15 | 4 858 | 0,31 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 361 736 | 3,39 | 21 | 5,00 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 48 698 | 3,06 | 2 862 | 3,21 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 10 383 | 0,81 | 610 | 0,99 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 28 662 | 0,01 | 1 685 | 0,12 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 6 951 | 409 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 4 318 | 1,27 | 0 | |||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 27 075 | 1 585 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 1 534 018 | 6,42 | 90 170 | 6,58 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 77 749 | 0,62 | 4 570 | 0,77 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 100 000 | 5 878 | ||||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 514 496 | 15,28 | 30 242 | 15,45 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 171 497 | 3,41 | 10 065 | 4,32 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1 165 354 | 9,49 | 68 733 | 10,56 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 244 484 | 1 112,12 | 14 371 | 1 114,71 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 113 553 | 129,97 | 6 675 | 65,32 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 15 546 | 0,99 | 914 | 1,11 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 22 475 | 3,81 | 1 321 | 4,02 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 5 812 | 342 | ||||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 10 971 | 15,87 | 645 | 16,04 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 139 514 | 106,78 | 8 201 | 107,12 | ||||
| 2025-08-07 | 13F | PFG Advisors | 29 788 | 5,16 | 1 751 | 5,29 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 1 175 649 | 1,54 | 69 | 2,99 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 6 015 | 28,36 | 354 | 28,83 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 878 643 | 58,21 | 51 647 | 58,45 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3 043 | −2,00 | ||||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 24 679 | 1 433 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 580 | 0,17 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 31 635 | 4,20 | 1 859 | 4,38 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 770 766 | 21,72 | 221 646 | 21,91 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 22 039 | 1 293 | ||||||
| 2025-07-01 | 13F | BancFirst Trust & Investment Management | 8 197 | 76,13 | 482 | 76,19 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 9 817 | 19,18 | 577 | 19,46 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 24 193 | 77,63 | 1 422 | 77,97 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 94 261 | 6,70 | 5 541 | 6,87 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 33 004 | 0,06 | 1 940 | 0,21 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 513 904 | 14,89 | 30 207 | 15,06 | ||||
| 2025-07-11 | 13F | Bell Bank | 22 151 | 1 302 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 341 | 8,45 | 725 | 8,70 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17 469 | 3,54 | 1 027 | 3,64 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9 229 | 13,64 | 542 | 13,87 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 27 967 | 10,86 | 1 644 | 11,01 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 504 563 | 29 658 | ||||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 11 453 | 0,12 | 673 | 0,30 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 633 | 1,05 | 96 | 1,06 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 86 966 | 70,34 | 5 112 | 70,59 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 19 834 | 2,59 | 1 166 | 2,73 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 11 750 | 19,61 | 691 | 19,79 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 10 480 | 19,70 | 616 | 20,08 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 3 963 | 0 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 97 300 | 5 719 | ||||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1 673 | 21,76 | 98 | 24,05 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 21 934 | 7,54 | 1 289 | 7,69 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 32 110 | 1 887 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 12 239 | 11,96 | 718 | 11,51 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 13 389 | 721 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 9 944 | 0,71 | 585 | 0,86 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 5 164 | 304 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 13 795 | 82,91 | 811 | 83,26 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 307 758 | 18 090 | ||||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 50 503 | 4,13 | 2 969 | 4,29 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 41 126 | 232,84 | 2 411 | 232,55 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 26 066 | 9,71 | 1 532 | 9,90 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 27 439 | 1 613 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 23 984 | 1,10 | 1 410 | 1,22 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 11 257 | 662 | ||||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 15 151 | 1,16 | 891 | 1,25 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 146 552 | 3,58 | 8 614 | 3,73 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 202 076 | 7,77 | 11 878 | 7,94 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 12 586 | 1,02 | 740 | 1,09 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 58 193 | 5 778,08 | 1 | −100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12 665 | 74,11 | 744 | 74,65 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 149 368 | 193,24 | 8 780 | 193,71 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 135 837 | 0,20 | 8 | 0,00 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 22 394 | 11,03 | 1 316 | 11,24 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 5 102 | 20,05 | 300 | 20,08 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 657 | 23,47 | 97 | 24,36 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 103 772 | 259,76 | 6 100 | 260,46 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 12 637 | 56,40 | 743 | 56,54 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 76 269 | 13,54 | 4 483 | 14,71 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 3 849 | 5,95 | 226 | 6,10 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 315 | 40,62 | 19 | 38,46 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 186 324 | 1,14 | 10 952 | 1,29 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 347 158 | 0,58 | 20 406 | 0,73 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 8 825 | 1,58 | 518 | 2,38 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 090 | 8,51 | 299 | 8,73 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 238 455 | 17,75 | 14 016 | 18,97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 166 697 | 33,43 | 9 798 | 33,63 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 13 555 | 189,45 | 797 | 190,51 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 8 499 | 16,63 | 500 | 16,86 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 156 026 | 17,94 | 9 171 | 18,12 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 4 284 | 22,43 | 252 | 22,44 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 80 675 | 8,30 | 4 742 | 8,46 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4 061 | 277,42 | 239 | 277,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 475 137 | 2,00 | 86 709 | 2,16 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 1 217 708 | 3,30 | 71 577 | 3,45 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 036 500 | 2,81 | 60 926 | 2,97 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 65 682 | 9,40 | 3 861 | 9,57 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 275 354 | 3,49 | 16 180 | 3,61 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 617 | 36 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 927 088 | 1 111,39 | 54 494 | 1 113,40 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 82 008 | 7,79 | 4 820 | 7,95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 235 580 | 15,79 | 13 847 | 16,33 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 96 725 | 0,47 | 5 685 | 0,62 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 2 211 | 83,94 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 3 840 | 226 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 7 086 | 22,40 | 417 | 22,71 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 5 791 | 224,06 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 208 783 | 9,16 | 12 243 | 9,24 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 825 | 5,37 | 0 | |||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 67 038 | 3 940 | ||||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 12 380 | 3,70 | 728 | 3,86 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 34 931 | 62,43 | 2 048 | 62,72 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 290 334 | 65,61 | 17 066 | 65,81 | ||||
| 2025-08-11 | 13F | Thomas Story & Son Llc | 70 971 | 10,61 | 4 172 | 10,78 | ||||
| 2025-08-13 | 13F | Metropolitan Life Insurance Co/ny | 172 531 | 10 141 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 190 232 | 15,13 | 11 182 | 15,30 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 20 736 | 23,39 | 1 219 | 23,53 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 350 257 | 85 328,54 | 20 588 | 85 683,33 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 876 | 0,51 | 404 | 0,75 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4 479 | 10,35 | 263 | 10,97 | ||||
| 2025-08-14 | 13F | Spectrum Financial Alliance Ltd LLC | 35 299 | 14,93 | 2 069 | 14,76 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 176 146 | 2,89 | 10 354 | 3,05 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1 205 763 | 4,34 | 70 875 | 4,50 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 34 718 | 2 033 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2 552 | 9,91 | 150 | 9,56 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 296 136 | 10,19 | 193 747 | 10,36 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 180 054 | 37,14 | 10 584 | 37,35 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 118 125 | 13,24 | 6 943 | 13,41 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 485 033 | 0,27 | 28 510 | 0,42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 243 618 | 7,79 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 466 053 | 185,40 | 27 395 | 185,83 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 4 437 | 261 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 22 363 | 0,84 | 1 315 | 1,00 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 161 231 | 2,99 | 9 477 | 3,15 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 33 774 | 19,74 | 1 985 | 19,94 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 5 592 | 9,41 | 329 | 9,70 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 36 485 | 2 145 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 746 153 | 5,29 | 43 859 | 5,45 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 372 156 | 4,70 | 21 875 | 4,86 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 390 132 | 2,60 | 22 920 | 2,72 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 220 661 | 39,06 | 12 970 | 39,28 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 53 912 | 141,81 | 3 169 | 142,20 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 130 726 | 0,07 | 7 684 | 0,23 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 17 786 | 42,68 | 1 045 | 42,95 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 884 | 0,34 | 816 | 0,49 | ||||
| 2025-08-01 | 13F | Oak Grove Capital LLC | 47 050 | 90,10 | 2 766 | 90,43 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 5 686 | 334 | ||||||
| 2025-07-11 | 13F | Scratch Capital Llc | 260 819 | 18,04 | 15 331 | 18,22 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 8 611 | 506 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 47 600 | 11,21 | 2 798 | 11,39 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 26 161 | 1 538 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10 944 | 39,65 | 643 | 40,09 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 16 100 | 0,14 | 946 | 0,32 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 69 791 | 11,63 | 4 102 | 11,80 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 28 448 | 0,61 | 1 672 | 0,78 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10 389 | 29,18 | 611 | 29,24 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 200 | 12 | ||||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 3 798 | 223 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 157 435 | 115,52 | 9 254 | 115,86 | ||||
| 2025-07-16 | 13F | American National Bank | 16 305 | 62,27 | 958 | 62,65 | ||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 210 481 | 8,25 | 12 372 | 8,42 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 77 223 | 14,69 | 4 539 | 14,88 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 12 649 | 743 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 3 908 | 230 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 737 169 | 26,45 | 513 571 | 26,64 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 110 116 | 46,67 | 6 473 | 46,89 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 8 038 | 10,79 | 472 | 11,06 | ||||
| 2025-07-25 | 13F | Alta Advisers Ltd | 398 653 | 87,38 | 22 975 | 84,01 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 17 385 | 34,78 | 1 022 | 34,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avalon Trust Co | 1 669 | 454,49 | 98 | 476,47 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 239 491 | 5,59 | 14 056 | 6,52 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 128 523 | 7 555 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 524 445 | 2,77 | 30 827 | 2,92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 987 | 1 057 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4 118 | 4,39 | 242 | 4,76 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 37 522 | 3,81 | 2 206 | 3,96 | ||||
| 2025-09-03 | 13F | American Trust | 16 568 | 974 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 240 571 | 2,62 | 72 923 | 2,77 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 24 840 | 1,69 | 1 460 | 1,88 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 9 481 | 557 | ||||||
| 2025-08-06 | 13F | American Assets Capital Advisers, LLC | 230 855 | 1,36 | 13 570 | 1,78 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 119 869 | 5,63 | 7 046 | 5,78 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 4 131 | 243 | ||||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 402 008 | 2,41 | 23 630 | 2,57 | ||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 10 232 | 172,71 | 601 | 173,18 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 858 782 | 4 174,04 | 50 479 | 4 218,14 | ||||
| 2025-08-13 | 13F | Sun Life Financial Inc | 312 225 | 18 | ||||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 5 736 | 1,06 | 337 | 1,20 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 11 501 | 1,98 | 676 | 2,27 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 90 594 | 3,26 | 5 325 | 3,44 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 967 | 1,04 | 57 | 0,00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 40 028 | 23,34 | 2 353 | 23,53 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 285 639 | 1,84 | 16 790 | 1,99 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 82 071 | 7,20 | 4 824 | 7,37 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 290 893 | 4 733,72 | 17 099 | 4 743,63 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 20 600 | 34,98 | 1 211 | 35,20 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 11 | 0,00 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3 411 | 1,04 | 200 | 1,01 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 204 612 | 2,25 | 12 027 | 2,41 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 852 341 | 2,86 | 50 101 | 3,02 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 8 240 | 484 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 15 | 1 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 025 138 | 0,60 | 119 038 | 0,76 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 16 173 | 1,15 | 951 | 1,28 | ||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 61 225 | 3 590 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 677 985 | 0,30 | 216 192 | 0,46 | ||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 14 481 | 1,58 | 851 | 1,79 | ||||
| 2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 29 384 | 58,16 | 1 727 | 58,44 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 43 331 | 3,03 | 2 547 | 4,09 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 732 827 | 5,87 | 43 076 | 6,03 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5 742 | 24,21 | 337 | 24,35 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 57 608 | 2,00 | 3 374 | 1,63 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 3 835 | 225 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 5 600 | 3,15 | 329 | 3,46 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 327 521 | 5,84 | 19 252 | 6,01 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1 273 585 | 0,80 | 74 861 | 0,96 | ||||
| 2025-07-15 | 13F | Maseco Llp | 690 139 | 40 563 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 60 946 | 2,69 | 3 582 | 2,84 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 7 221 | 424 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5 688 | 45,96 | 334 | 46,49 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 112 186 | 12,12 | 65 374 | 12,29 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 4 461 | 0,59 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 385 886 | 4,68 | 22 682 | 4,84 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 8 540 | 7,48 | 502 | 7,51 | ||||
| 2025-08-14 | 13F | Comerica Bank | 159 156 | 17,24 | 9 355 | 17,42 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 23 713 | 7,17 | 1 394 | 8,24 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 6 400 | 19,74 | 376 | 20,13 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 452 050 | 26 571 | ||||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 26 629 | 8,16 | 1 565 | 8,38 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 15 638 | 919 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 92 529 | 147,81 | 5 439 | 148,20 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 3 697 | 0,87 | 217 | 0,93 | ||||
| 2025-07-18 | 13F | Vicus Capital | 6 908 | 1,04 | 406 | 1,25 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 7 920 | 5,14 | 466 | 5,20 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 751 500 | 18,52 | 338 073 | 18,70 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 204 708 | 0,02 | 11 990 | −0,08 | ||||
| 2025-05-28 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 966 | 220,93 | 57 | 229,41 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 944 899 | 0,95 | 55 541 | 1,10 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 5 274 | 310 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 815 | 10,14 | 48 | 9,30 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 13 483 | 11,85 | 793 | 12,02 | ||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 46 389 | 1,99 | 2 727 | 2,14 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 460 | 27 | ||||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 132 426 | 139,17 | 7 784 | 139,58 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 3 059 | 180 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 962 | 182,11 | 57 | 180,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 58 185 | 29,10 | 3 420 | 29,30 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 489 057 | 7,12 | 28 747 | 7,29 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 215 141 | 13,58 | 12 646 | 13,76 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 415 792 | 33,61 | 142 000 | 33,81 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 11 079 | 6,66 | 651 | 6,90 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 385 265 | 2,27 | 22 646 | 2,43 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 41 021 | 52,15 | 2 411 | 52,40 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 172 190 | 37,57 | 10 121 | 37,79 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 1 453 077 | 41 691,11 | 85 412 | 41 768,14 | ||||
| 2025-08-13 | 13F | Dai-ichi Life Holdings, Inc. | 296 800 | 2,31 | 17 444 | 2,46 | ||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 175 605 | 47,28 | 10 322 | 47,52 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 974 643 | 2,67 | 57 290 | 2,83 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1 878 946 | 6,02 | 110 444 | 6,18 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 441 459 | 47,82 | 25 949 | 48,04 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 37 893 | 2 227 | ||||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 39 019 | 41,07 | 2 294 | 41,28 |
