Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF inkluderar Glenmede Investment Management, LP, Kingstone Capital Partners Texas, LLC, PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I, Divergent Planning, LLC, Compass Investment Advisers LLC, 21 West Wealth Management LLC, Midwest Trust Co, LOM Asset Management Ltd, Bulwark Capital Corp, Charter Capital Management, LLC\DE, Midwestern Financial, LLC /IA, J Hagan Capital, Inc., Gutierrez Wealth Advisory, LLC, Gamco Investors, Inc. Et Al, VeraBank, N.A., EdgeRock Capital LLC, Evexia Wealth Llc, Hikari Tsushin, Inc., Tableaux Llc, och ONE Advisory Partners, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 346 053 | 3,15 | 70 827 | 8,82 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 951 | 16,17 | 809 | 22,61 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 643 341 | 4,20 | 131 673 | 9,94 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 196 169 | 3,42 | 40 150 | 9,11 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 9 354 | 134,79 | 725 | −6,22 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 1 869 | 11,72 | 383 | 17,90 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 165 785 | 5,04 | 34 147 | 11,52 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 78 103 | 4,31 | 15 985 | 10,06 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 4 854 | 2,10 | 993 | 7,70 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 2 341 | 14,14 | 479 | 20,65 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 13 295 | 0,90 | 2 721 | 6,46 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 48 825 | 22,69 | 10 036 | 29,99 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 600 | 123 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 16 116 | 14,96 | 3 312 | 21,81 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 19 997 | 0,29 | 4 093 | 5,79 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 34 243 | 5,97 | 7 037 | 12,25 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 41 912 | 3,63 | 8 578 | 9,34 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 12 862 | 9,22 | 2 632 | 15,24 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 6 186 | 36,62 | 1 266 | 44,19 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 76 601 | 9,65 | 15 678 | 15,69 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 2 546 | 6,53 | 521 | 12,53 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2 032 | 14,09 | 416 | 20,29 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 12 147 | 289,45 | 2 486 | 310,91 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 46 727 | 0,92 | 9 574 | 6,58 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 2 777 | 5,51 | 568 | 11,37 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 2 941 | 1,41 | 602 | 6,94 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 8 083 | 18,80 | 1 654 | 25,40 | ||||
| 2025-08-12 | 13F | Hikari Tsushin, Inc. | 2 942 | 602 | ||||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 54 360 | 7,26 | 11 126 | 13,16 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 7 300 | 4,29 | 1 488 | 10,80 | |||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 9 337 | 95,95 | 1 911 | 106,82 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 4 040 | 2,49 | 827 | 8,12 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 33 174 | 1,07 | 6 790 | 6,63 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 104 650 | 3,28 | 21 419 | 20,32 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 1 828 | 0,22 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2 862 | 20,61 | 586 | 27,17 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 13 088 | 2,33 | 2 679 | 7,94 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 359 315 | 74 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 468 | 13,36 | 300 | 19,52 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1 041 | 213 | ||||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 4 123 | 0,12 | 844 | 5,64 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 6 097 | 4,98 | 1 252 | 11,19 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2 067 | 42,06 | 423 | 50,00 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 10 735 | 32,24 | 2 197 | 39,58 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 784 | 5,38 | 160 | 14,29 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 68 243 | 2,28 | 14 026 | 8,37 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 3 736 | 0,59 | 765 | 6,11 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 6 030 | 1,33 | 1 234 | 6,93 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 1 758 | 17,20 | 361 | 24,48 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 267 604 | 0,71 | 54 771 | 6,25 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 23 724 | 22 933,01 | 4 856 | 25 452,63 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 43 940 | 1,36 | 9 031 | 7,40 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 8 282 | 18,03 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 1 439 | 25,13 | 295 | 31,84 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 1 614 | 18,94 | 337 | 34,40 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 92 874 | 4,67 | 19 008 | 10,43 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 8 495 | 33,17 | 1 739 | 40,50 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 461 990 | 1,34 | 94 556 | 6,92 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 583 059 | 3,25 | 119 | 9,17 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 45 631 | 0,79 | 9 339 | 6,34 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 24 480 | 1,04 | 5 010 | 6,60 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 1 466 | 0,48 | 300 | 6,01 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 37 710 | 45,58 | 7 718 | 53,59 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 66 | 14 | ||||||
| 2025-08-13 | 13F | Sepio Capital, LP | 8 841 | 0,09 | 1 809 | 5,60 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 5 359 | 0,06 | 1 097 | 5,59 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 1 760 | 0,92 | 360 | 6,51 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 4 198 | 0,29 | 859 | 5,79 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 20 985 | 8,30 | 4 295 | 14,29 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 5 470 | 16,98 | 1 120 | 23,37 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 521 844 | 1,04 | 515 621 | 6,19 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 218 | 4,65 | 659 | 10,40 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 26 961 | 3,69 | 5 518 | 9,42 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 3 502 | 18,95 | 717 | 25,39 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 132 | 4 300,00 | 27 | 8,00 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 32 112 | 3,65 | 6 572 | 9,37 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 1 167 | 238 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 36 126 | 11,09 | 7 425 | 17,71 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4 236 | 3,32 | 867 | 8,93 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 1 000 | 205 | ||||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 7 777 | 11,72 | 1 592 | 17,85 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 50 295 | 0,70 | 10 294 | 6,23 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 354 | 20,41 | 73 | 26,32 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 30 484 | 4,44 | 6 239 | 10,21 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 21 675 | 5,92 | 4 436 | 11,77 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 1 192 | 244 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 23 775 | 2,02 | 4 866 | 7,63 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 16 394 | 0,48 | 3 355 | 6,00 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 1 033 | 212 | ||||||
| 2025-07-22 | 13F | JSF Financial, LLC | 1 320 | 270 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 2 136 | 8,81 | 437 | 15,00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3 667 | 24,14 | 754 | 31,64 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 730 246 | 0,93 | 149 460 | 6,49 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 73 752 | 8,99 | 15 095 | 14,99 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 8 807 | 19,03 | 1 803 | 25,57 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 4 484 | 14,68 | 918 | 20,98 | ||||
| 2025-07-24 | 13F | Baxter Bros Inc | 6 686 | 25,56 | 1 369 | 32,56 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 1 287 | 263 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 10 815 | 0,60 | 2 214 | 6,14 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 23 071 | 47,09 | 4 742 | 55,88 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 53 974 | 9,45 | 11 047 | 15,47 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 5 768 | 1 181 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 8 279 | 0,57 | 1 694 | 6,07 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 651 | 79,34 | 133 | 90,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 198 187 | 2,59 | 40 563 | 8,24 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 8 293 | 41,86 | 1 705 | 50,26 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 2 681 | 1,28 | 549 | 6,82 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 1 743 | 35,43 | 357 | 42,97 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 243 543 | 0,35 | 49 846 | 5,88 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 1 214 | 0,75 | 248 | 6,44 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 22 114 | 0,25 | 4 526 | 5,77 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 1 906 | 3,59 | 390 | 9,55 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 19 852 | 1,20 | 4 063 | 6,78 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 56 018 | 14,83 | 11 465 | 21,16 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 30 825 | 4,78 | 6 309 | 10,55 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 16 372 | 142,98 | 3 351 | 156,31 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1 273 | 12,36 | 261 | 18,72 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 1 117 | 4,69 | 229 | 10,68 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 26 961 | 1,79 | 5 518 | 7,40 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 92 042 | 1,82 | 18 838 | 7,43 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 19 921 | 0,67 | 4 | 33,33 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 30 931 | 8,74 | 6 331 | 14,72 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 49 913 | 2,76 | 10 216 | 8,42 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 216 854 | 1,64 | 44 384 | 7,23 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4 826 | 87,05 | 988 | 97,40 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 12 212 | 6,08 | 2 499 | 11,91 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 41 226 | 0,62 | 8 438 | 6,17 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 33 925 | 0,72 | 6 944 | 6,28 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 2 687 | 0,11 | 552 | 6,15 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 595 | 2 | ||||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 32 400 | 18,25 | 6 631 | 24,76 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 24 958 | 1,40 | 5 108 | 7,00 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 2 928 | 3,24 | 599 | 8,91 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 7 842 | 1 605 | ||||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 4 101 | 2,99 | 852 | 10,36 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 55 764 | 1,13 | 11 413 | 6,70 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 29 465 | 2,54 | 6 031 | 8,18 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 149 861 | 1,36 | 30 672 | 8,75 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 328 | 41,99 | 67 | 52,27 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 7 099 | 3,71 | 1 453 | 9,42 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 15 459 | 1,24 | 3 164 | 6,82 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 24 321 | 9,79 | 4 999 | 16,34 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 16 411 | 4,42 | 3 359 | 10,17 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 332 | 62,62 | 682 | 71,54 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 14 297 | 6,38 | 2 926 | 12,28 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 2 490 | 15,12 | 510 | 21,48 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 436 | 91 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 943 374 | 1,25 | 193 080 | 6,82 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 6 768 | 17,52 | 1 385 | 23,99 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 40 779 | 34,72 | 8 346 | 42,13 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 20 151 | 4,23 | 4 142 | 10,43 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 13 520 | 2,11 | 2 767 | 7,75 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1 229 | 252 | ||||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1 601 | 4,57 | 311 | 3,68 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 181 666 | 1,99 | 37 182 | 7,61 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 6 814 | 0,61 | 1 395 | 6,17 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 3 310 | 0,64 | 677 | 6,11 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 185 215 | 3,95 | 37 908 | 9,67 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 72 | 15 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 31 014 | 6 375 | ||||||
| 2025-08-13 | 13F | KilterHowling LLC | 128 232 | 1,64 | 26 245 | 7,94 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 657 243 | 10,47 | 134 522 | 16,56 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 5 926 | 16,77 | 1 221 | 26,53 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 19 125 | 1,41 | 3 914 | 7,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3 164 | 60,94 | 647 | 69,82 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 1 021 | 209 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 193 816 | 3,12 | 39 667 | 8,80 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1 592 | 332 | ||||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 2 575 | 5,19 | 527 | 10,97 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 940 | 127,05 | 192 | 140,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15 520 | 0,84 | 3 176 | 6,40 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3 811 | 15,91 | 785 | 24,21 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 115 669 | 1,69 | 23 674 | 7,29 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 38 799 | 0,76 | 7 941 | 6,32 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2 472 | 2,06 | 506 | 7,68 | ||||
| 2025-08-27 | NP | PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I | 88 700 | 18 154 | ||||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 226 | 3,20 | 46 | 9,52 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 10 379 | 0,33 | 2 124 | 5,88 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 58 967 | 11,53 | 12 151 | 18,69 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 1 633 | 3,09 | 334 | 8,79 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 1 185 403 | 0,51 | 242 616 | 6,04 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1 990 | 407 | ||||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 1 600 | 6,67 | 329 | 13,10 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 8 894 | 0,57 | 1 820 | 6,12 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 4 447 | 17,27 | 910 | 23,81 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 265 569 | 8,60 | 54 354 | 14,58 | ||||
| 2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 137 417 | 5,52 | 27 199 | 2,82 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 89 755 | 0,55 | 18 370 | 6,09 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 60 930 | 2,45 | 12 470 | 8,11 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 124 092 | 0,97 | 25 398 | 6,53 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 1 950 | 0,15 | 378 | −3,82 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 76 325 | 17,44 | 15 627 | 23,96 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2 151 | 48,14 | 442 | 56,94 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 62 819 | 1,20 | 12 857 | 6,77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 509 697 | 3,57 | 1 332 339 | 9,27 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 17 271 | 1,85 | 3 535 | 2,61 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7 722 | 31,19 | 1 580 | 38,48 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 71 396 | 3,02 | 14 613 | 10,53 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 28 177 | 0,65 | 5 767 | 6,19 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5 768 | 32,32 | 1 181 | 39,64 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 98 217 | 2,60 | 20 102 | 8,25 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 45 225 | 0,89 | 9 256 | 6,45 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 8 254 | 6,45 | 1 689 | 12,30 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 37 941 | 0,02 | 7 765 | 5,53 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 1 395 | 8,64 | 286 | 14,46 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 5 740 | 0,21 | 1 175 | 5,67 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 30 782 | 7,41 | 5 971 | 6,40 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 395 581 | 27,31 | 284 575 | 35,23 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 24 149 | 84,63 | 4 943 | 94,80 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6 034 | 5,92 | 1 235 | 11,67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 750 677 | 102,77 | 358 334 | 113,95 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 3 586 | 22,01 | 737 | 29,30 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 13 006 | 5,39 | 2 661 | 11,15 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 3 314 | 0,03 | 685 | 11,93 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 14 105 | 229,94 | 2 905 | 269,59 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 34 854 | 0,93 | 7 133 | 6,49 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 6 122 | 15,57 | 1 253 | 21,91 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 1 141 | 1,24 | 234 | 6,88 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 4 627 | 9,88 | 947 | 16,05 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 3 855 | 0,13 | 789 | 5,63 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 96 454 | 2,81 | 19 741 | 8,47 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 616 892 | 2,16 | 126 259 | 7,78 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 8 154 | 6,02 | 1 669 | 11,87 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 16 265 | 51,19 | 3 329 | 59,54 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1 118 | 231 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 503 | 9,25 | 512 | 15,32 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 19 230 | 15,99 | 3 936 | 22,36 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 15 175 | 4,10 | 3 106 | 9,83 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4 888 | 5,71 | 1 000 | 11,48 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 1 695 | 37,14 | 347 | 44,77 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 326 402 | 2,92 | 66 805 | 8,58 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 56 399 | 5,95 | 11 543 | 10,73 | ||||
| 2025-07-29 | 13F | Nicholson Wealth Management Group, LLC | 1 026 | 210 | ||||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 985 | 202 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 11 275 | 0,25 | 2 308 | 5,78 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 641 889 | 1 166 970,91 | 13 | 30,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 65 738 | 1,00 | 13 455 | 6,56 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 25 631 | 0,99 | 5 246 | 6,56 | ||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 65 661 | 8,54 | 12 996 | 5,76 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 55 146 | 3,48 | 11 287 | 9,18 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 6 004 | 1 229 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 25 337 | 2,50 | 5 186 | 8,13 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 53 774 | 0,90 | 11 | 10,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 770 | 24,68 | 1 590 | 31,51 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 24 518 | 2,75 | 5 018 | 8,43 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11 397 | 3,72 | 2 333 | 9,43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10 672 568 | 0,51 | 2 184 354 | 6,05 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 73 669 | 31,57 | 15 078 | 38,82 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 55 519 | 0,31 | 11 363 | 5,83 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 3 476 | 0,26 | 711 | 5,80 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 1 541 | 315 | ||||||
| 2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 167 899 | 5,11 | 33 232 | 2,42 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 8 628 | 2,37 | 1 766 | 8,02 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6 266 | 2,47 | 1 282 | 8,09 | ||||
| 2025-07-24 | 13F | PayPay Securities Corp | 42 | 2,44 | 9 | 0,00 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 1 000 | 205 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 36 640 | 1,45 | 7 499 | 7,05 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 1 002 | 205 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 27 019 | 10,04 | 5 530 | 16,08 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2 161 | 1,79 | 450 | 13,96 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 2 265 | 0,13 | 464 | 5,71 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 4 442 | 909 | ||||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 995 | 204 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 182 691 | 3,46 | 37 391 | 9,15 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 5 116 | 8,97 | 1 047 | 15,05 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5 562 | 0,54 | 1 138 | 6,06 | ||||
| 2025-08-14 | 13F | Vorpal, Llc | 1 023 | 209 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 32 125 | 2,39 | 6 595 | 8,35 | ||||
| 2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 44 122 | 23,88 | 8 733 | 20,70 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 5 434 | 15,05 | 1 112 | 21,40 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 95 162 | 0,31 | 19 477 | 5,83 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 6 909 | 0,14 | 1 414 | 5,68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 66 608 | 4,31 | 13 633 | 9,01 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 426 536 | 5,20 | 87 299 | 10,99 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 2 818 | 1,99 | 577 | 7,66 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 58 322 | 11,07 | 11 937 | 17,19 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 8 872 | 0,27 | 1 827 | 18,88 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15 897 | 6,91 | 3 254 | 12,79 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 6 950 | 1,73 | 1 422 | 19,90 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 78 098 | 48,10 | 15 984 | 56,54 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 104 163 | 2,64 | 21 319 | 8,30 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 33 115 | 2,54 | 6 778 | 8,19 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 28 641 | 3,27 | 5 862 | 8,96 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 14 685 | 203,28 | 3 006 | 220,02 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2 611 | 7,45 | 1 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 121 | 3,65 | 639 | 9,25 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 9 114 | 22,35 | 1 865 | 29,16 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 52 817 | 1,70 | 10 810 | 7,31 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 98 293 | 2,69 | 20 118 | 8,34 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 7 447 | 6,40 | 1 524 | 12,31 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 478 914 | 4,63 | 307 333 | 12,08 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 461 | 0,34 | 283 | −0,70 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 4 719 | 0,15 | 966 | 5,58 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 7 272 | 79,16 | 1 488 | 89,07 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 74 984 | 194,63 | 15 347 | 207,99 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 2 413 | 39,80 | 494 | 47,60 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 38 351 | 6,33 | 7 849 | 12,19 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 166 517 | 2,77 | 34 081 | 8,43 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 3 422 | 0,29 | 700 | 5,90 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 95 069 | 1,35 | 19 458 | 6,93 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 260 | 62,50 | 53 | 70,97 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 1 223 | 15,60 | 250 | 21,95 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1 231 457 | 1,92 | 253 115 | 7,99 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 3 471 | 22,30 | 710 | 29,09 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 4 554 | 8,56 | 932 | 14,64 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 18 697 | 0,54 | 3 827 | 6,07 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 104 423 | 1,00 | 21 372 | 6,56 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 24 379 | 38,33 | 4 990 | 45,96 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 62 543 | 0,28 | 12 801 | 5,80 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 1 832 | 0,77 | 375 | 6,25 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 128 998 | 0,48 | 26 400 | 6,00 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 30 620 | 2,41 | 6 061 | −0,21 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 5 471 | 21,01 | 1 120 | 27,59 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 18 350 | 0,11 | 3 813 | 18,45 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 2 512 | 27,45 | 514 | 34,55 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 1 735 | 355 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 64 493 | 5,89 | 13 200 | 11,71 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 10 184 | 7,52 | 1 976 | 2,60 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 3 461 | 18,57 | 708 | 25,09 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 3 436 | 15,65 | 710 | 23,26 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3 241 | 6,65 | 663 | 12,56 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8 575 | 23,27 | 1 755 | 30,10 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 11 356 | 7,74 | 2 324 | 13,70 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 7 002 | 19,94 | 1 433 | 25,37 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 112 241 | 3,06 | 22 977 | 8,76 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 60 938 | 1,86 | 12 472 | 7,47 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 466 | 1,23 | 505 | 7,01 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 32 187 | 2,18 | 6 616 | 8,27 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 23 195 | 0,39 | 4 747 | 5,91 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 34 099 | 228,57 | 6 979 | 255,84 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 13 930 | 5,77 | 2 851 | 11,63 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 2 216 | 611 | ||||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3 440 | 10,79 | 704 | 11,75 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 89 412 | 1,06 | 18 | 5,88 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 691 674 | 4,74 | 141 565 | 15,36 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 8 935 | 18,94 | 1 829 | 25,46 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 42 383 | 7,16 | 8 675 | 13,06 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 2 398 | 30,75 | 491 | 38,03 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 97 395 | 5,56 | 19 934 | 11,36 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 1 018 | 208 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 12 050 | 40,12 | 2 466 | 44,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 108 305 | 1,83 | 22 167 | 7,43 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 656 | 43,86 | 134 | 52,27 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 209 | 12,97 | 43 | 20,00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 631 | 0,16 | 129 | 5,74 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 1 269 | 20,28 | 246 | 19,42 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 54 864 | 18,71 | 11 366 | 32,21 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 30 255 | 3,73 | 6 192 | 9,44 | ||||
| 2025-07-10 | 13F | Carderock Capital Management Inc | 225 | 46 | ||||||
| 2025-07-25 | 13F | Welch Group, LLC | 3 770 | 53,00 | 772 | 63,35 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 75 188 | 0,90 | 15 391 | 6,46 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 102 698 | 0,97 | 21 019 | 6,53 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 102 652 | 119,71 | 21 010 | 131,81 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 27 564 | 2,67 | 5 642 | 8,33 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 996 | 204 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 95 438 | 0,33 | 19 617 | 6,31 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 158 241 | 4,15 | 32 387 | 9,89 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 177 | 4,53 | 241 | 10,09 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 54 313 | 2,06 | 11 185 | 18,69 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 121 704 | 452,52 | 24 909 | 483,08 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 228 833 | 0,31 | 47 522 | 7,38 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 917 465 | 2,97 | 187 778 | 8,64 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 2 638 | 117,48 | 540 | 129,36 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 37 482 | 1,87 | 7 672 | 7,48 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 1 819 | 6,44 | 372 | 12,39 | ||||
| 2025-08-06 | 13F | Prodigy Asset Management LLC | 168 352 | 7,20 | 34 457 | 13,10 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 73 727 | 0,17 | 15 090 | 5,69 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 54 638 | 3,02 | 11 | 10,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 84 002 | 2,19 | 17 193 | 7,82 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 83 780 | 131,48 | 17 458 | 153,64 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 102 484 | 35,15 | 20 976 | 42,60 | ||||
| 2025-08-27 | NP | HCMNX - HCM Dividend Sector Plus Fund Class A Shares | 1 231 457 | 1,92 | 252 042 | 7,53 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 46 121 | 7,22 | 9 440 | 13,12 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 114 631 | 1,19 | 23 462 | 6,76 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 5 527 | 3,41 | 1 131 | 9,17 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2 279 | 44,51 | 0 | |||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 2 741 | 0,07 | 566 | 18,95 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 2 575 | 8,42 | 527 | 14,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 273 719 | 3,45 | 465 362 | 9,15 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 770 | 362 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 3 629 | 1,20 | 743 | 6,76 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 4 120 | 5,05 | 843 | 10,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 651 453 | 3,23 | 133 335 | 8,92 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 32 162 | 0,60 | 6 583 | 6,14 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 6 144 | 0,82 | 1 257 | 6,35 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 1 495 | 306 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 18 | 12,50 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 9 442 | 30,92 | 1 932 | 38,20 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 237 865 | 2,64 | 48 684 | 8,29 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 1 941 | 9,17 | 397 | 15,41 | ||||
| 2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 11 476 | 2,49 | 2 271 | −0,13 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 148 913 | 4,48 | 30 478 | 10,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19 930 | 454,54 | 4 079 | 485,22 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 82 138 | 3,57 | 16 811 | 9,28 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 11 492 | 0,62 | 2 352 | 6,14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 64 700 | 30,97 | 13 242 | 38,18 | |||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 707 | 145 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 40 398 | 8,82 | 8 326 | 17,55 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 1 657 | 2,41 | 321 | 1,58 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 132 545 | 1,93 | 27 128 | 7,54 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 251 | 256 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 87 842 | 8,20 | 17 979 | 14,15 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 288 | 37,80 | 59 | 45,00 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 7 928 | 14,87 | 1 623 | 21,23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 999 945 | 14,95 | 204 659 | 21,28 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 454 | 15,54 | 1 | |||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 3 101 | 1,77 | 635 | 7,28 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 1 321 | 13,00 | 270 | 19,47 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2 221 | 5,86 | 455 | 11,82 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 4 664 | 8,87 | 905 | 4,63 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 31 469 | 4,05 | 6 441 | 9,77 | ||||
| 2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 47 240 | 27,62 | 9 669 | 34,65 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 99 | 1 314,29 | 20 | 1 900,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 152 102 | 2,61 | 31 131 | 8,26 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 5 959 | 13,10 | 1 220 | 19,28 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 40 834 | 2 771,59 | 8 358 | 2 938,91 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 13 584 | 28,87 | 2 780 | 36,01 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 3 169 | 5,32 | 649 | 11,15 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 28 047 | 1,08 | 5 740 | 6,65 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 249 760 | 5,05 | 51 118 | 10,83 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1 508 | 0 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 299 135 | 2,17 | 61 224 | 7,80 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 39 710 | 1,32 | 8 128 | 6,91 | ||||
| 2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 39 391 | 8,75 | 7 797 | 5,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 911 551 | 1,24 | 187 | 6,90 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 11 800 | 4,62 | 2 415 | 10,37 | ||||
| 2025-08-14 | 13F | Acas, Llc | 3 145 | 1,13 | 660 | 11,68 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 4 136 | 0,02 | 847 | 5,49 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 218 291 | 5,95 | 44 678 | 11,78 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 5 831 | 1 193 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 1 824 | 12,32 | 373 | 18,41 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 16 801 | 3,45 | 3 439 | 8,11 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 425 568 | 3,64 | 87 101 | 9,34 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 538 | 7,78 | 315 | 13,77 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 24 717 | 6,81 | 5 059 | 12,68 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 17 038 | 19,47 | 3 487 | 26,07 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 8 910 | 66,14 | 1 824 | 75,29 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2 540 | 8,22 | 520 | 14,07 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 46 841 | 13,28 | 9 587 | 19,51 | ||||
| 2025-07-28 | 13F | Callahan Advisors, LLC | 1 138 | 233 | ||||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 15 994 | 0,47 | 3 274 | 5,99 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 941 | 5,21 | 1 421 | 11,02 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 99 413 | 7,58 | 20 347 | 13,50 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 3 293 | 3,29 | 674 | 8,90 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 1 162 | 239 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6 354 | 0,17 | 1 316 | 6,99 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 650 338 | 6,66 | 133 105 | 12,53 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 131 887 | 4,93 | 27 084 | 11,08 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 56 302 | 8,89 | 11 523 | 14,89 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 24 659 | 0,31 | 5 047 | 5,83 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 120 | 15,23 | 229 | 21,81 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 23 772 | 38,79 | 4 886 | 47,08 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 7 254 | 0,42 | 1 485 | 5,92 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 5 069 | 33,75 | 1 037 | 41,09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 160 228 | 13,20 | 32 794 | 19,43 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36 099 | 1,65 | 7 520 | 10,30 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 4 271 | 874 | ||||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 274 684 | 3,15 | 56 220 | 8,83 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 284 097 | 0,19 | 58 146 | 5,71 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 130 814 | 1,94 | 26 774 | 7,55 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 4 114 | 35,37 | 842 | 42,95 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 7 075 | 12,30 | 1 448 | 18,49 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 1 623 | 332 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 9 713 | 20,24 | 1 884 | 19,17 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 6 183 | 9,18 | 1 265 | 15,21 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 1 655 | 7,82 | 339 | 13,80 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 124 045 | 14,94 | 25 388 | 21,26 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 18 511 | 5,92 | 3 871 | 14,19 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2 639 | 33,15 | 540 | 40,63 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 3 194 | 654 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 1 938 | 3,75 | 397 | 9,39 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 50 810 | 8,65 | 10 399 | 14,64 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 3 497 | 0,20 | 1 | |||||
| 2025-07-14 | 13F | Baring Financial LLC | 8 556 | 1,33 | 1 751 | 6,90 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 21 753 | 545,87 | 4 452 | 581,78 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 237 140 | 38,97 | 48 535 | 46,63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 108 578 | 1 076,23 | 22 223 | 1 141,45 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 48 448 | 14,23 | 9 916 | 20,52 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 324 150 | 0,91 | 66 344 | 6,46 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 43 270 | 2,60 | 8 856 | 8,25 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 25 632 | 5 246 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 13 569 | 7,26 | 2 777 | 13,21 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 13 156 | 0,52 | 2 693 | 6,07 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6 022 | 7,11 | 1 233 | 13,03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 364 287 | 0,65 | 1 097 908 | 6,20 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 354 | 22,07 | 72 | 28,57 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 2 143 | 0,14 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 70 963 | 1,73 | 14 524 | 7,32 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 1 171 | 1,21 | 243 | 8,48 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 173 | 35 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 198 | 41 | ||||||
| 2025-08-11 | 13F | Lcnb Corp | 1 248 | 255 | ||||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 13 147 | 45,22 | 2 691 | 53,19 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 1 993 | 47,08 | 408 | 55,34 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 8 773 | 0,32 | 1 796 | 5,84 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 83 384 | 14,11 | 17 | 21,43 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 9 046 | 19,64 | 1 851 | 26,26 | ||||
| 2025-07-31 | 13F | City State Bank | 38 935 | 1,19 | 7 969 | 6,75 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 5 285 | 1 082 | ||||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 2 410 | 10,05 | 493 | 16,27 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 28 345 | 1,73 | 5 801 | 7,33 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 108 447 | 1,86 | 22 196 | 7,46 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 44 195 | 5,29 | 9 | 12,50 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 22 319 | 1,88 | 4 618 | 8,84 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 7 326 | 9,80 | 1 499 | 15,84 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 59 835 | 0,61 | 12 247 | 6,15 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 336 934 | 59 | ||||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 8 341 | 0,20 | 1 714 | 6,20 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 737 | 9,35 | 151 | 15,38 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 26 259 | 1,59 | 5 375 | 7,18 | ||||
| 2025-08-14 | 13F | Betterment LLC | 143 685 | 7,94 | 29 | 16,00 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 12 177 | 2 492 | ||||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 7 049 | 2,79 | 1 443 | 8,42 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 8 421 | 12,34 | 1 723 | 18,50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 156 340 | 9,16 | 31 998 | 18,62 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 54 875 | 0,92 | 11 231 | 6,48 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 35 | 7 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 1 357 | 7,10 | 281 | 18,14 | ||||
| 2025-07-29 | 13F | Tide Cove Capital Partners LLC | 38 986 | 1,37 | 8 135 | 9,05 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 97 | 19 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 10 509 | 3,75 | 2 151 | 9,47 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 2 489 | 2,89 | 509 | 8,53 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 23 272 | 1,27 | 4 763 | 6,87 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 8 428 | 5,91 | 1 725 | 11,73 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 25 026 | 13,62 | 5 122 | 19,90 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2 803 | 32,84 | 574 | 40,10 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1 307 | 268 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 16 658 | 0,24 | 3 409 | 5,77 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 32 809 | 34,14 | 6 715 | 111 800,00 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 20 122 | 0,90 | 4 118 | 6,46 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 2 480 | 4,20 | 508 | 9,98 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 2 197 | 39,14 | 450 | 46,73 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 1 000 | 205 | ||||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 3 017 | 0,50 | 585 | 11 600,00 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 6 715 | 0,01 | 1 374 | 5,53 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 1 598 | 327 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 3 888 | 7,37 | 796 | 13,25 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 15 586 | 0,44 | 3 190 | 5,95 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 4 776 | 1,60 | 978 | 7,24 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 19 260 | 3 942 | ||||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 74 774 | 17,70 | 14 800 | 14,69 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 1 725 | 65,87 | 353 | 75,12 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 25 103 | 2,66 | 5 160 | 8,77 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 245 | 50 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 11 196 | 24,84 | 2 292 | 31,74 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3 106 | 181,60 | 641 | 200,94 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10 712 | 9,09 | 2 192 | 15,13 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 23 092 | 1,11 | 4 726 | 6,68 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 51 | 10,87 | 11 | 25,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1 013 | 207 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 26 952 | 3,14 | 5 516 | 8,82 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 16 567 | 1,29 | 3 391 | 6,87 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 51 844 | 1,62 | 10 611 | 7,22 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4 946 | 0,82 | 1 012 | 6,41 | ||||
| 2025-08-13 | 13F | Miramar Capital, LLC | 12 902 | 16,98 | 2 641 | 23,42 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 143 351 | 5,47 | 29 340 | 11,28 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 55 | 11 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 5 664 | 2,50 | 1 155 | 9,90 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 80 453 | 1,20 | 16 466 | 6,77 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 18 863 | 0,36 | 3 900 | 12,33 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 1 365 | 5,65 | 279 | 11,60 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 39 676 | 98,93 | 8 120 | 109,87 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 29 036 | 1,61 | 5 943 | 7,20 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 4 854 | 993 | ||||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 11 831 | 0,66 | 2 421 | 6,18 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 2 078 | 100,00 | 425 | 111,44 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 2 489 | 16,80 | 509 | 23,24 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1 073 | 1,80 | 220 | 7,35 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 101 630 | 2,79 | 20 801 | 8,45 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 3 828 | 0,39 | 789 | 6,63 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 39 783 | 1,81 | 8 142 | 7,41 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 26 031 | 9,92 | 5 | 25,00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1 614 | 1,70 | 330 | 7,49 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 11 780 | 23,45 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 50 555 | 222,15 | 10 391 | 241,36 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 547 347 | 0,94 | 112 | 6,67 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 5 105 | 0,02 | 990 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 706 385 | 4,91 | 145 191 | 11,15 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 7 016 | 4,47 | 1 436 | 10,22 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 645 156 | 0,97 | 132 044 | 6,53 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 022 | 209 | ||||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 1 999 | 413 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 14 941 | 0,73 | 3 062 | 5,81 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 3 116 | 10,42 | 638 | 16,45 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 271 783 | 1,50 | 55 626 | 7,09 | ||||
| 2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 1 030 | 211 | ||||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 1 797 | 0,11 | 349 | −0,85 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 1 640 | 336 | ||||||
| 2025-07-10 | 13F | White Wing Wealth Management | 44 941 | 2,07 | 9 198 | 13,63 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 2 911 | 596 | ||||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 22 110 | 4 330 | ||||||
| 2025-08-12 | 13F | Councilmark Asset Management, LLC | 31 685 | 2,81 | 6 485 | 8,46 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 12 521 | 11,28 | 2 563 | 17,42 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 42 670 | 14,36 | 8 733 | 20,65 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 6 024 | 47,86 | 1 233 | 55,95 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 10 673 | 0,01 | 2 185 | 5,51 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 17 342 | 366,06 | 3 549 | 392,23 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 4 205 | 6,78 | 864 | 11,77 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 79 512 | 36,99 | 16 274 | 44,53 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 249 241 | 29,72 | 51 012 | 36,86 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 26 802 | 7,93 | 5 486 | 13,87 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 4 735 | 5,98 | 969 | 11,89 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 1 185 | 243 | ||||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 3 102 | 51,39 | 635 | 59,70 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 1 802 | 1,46 | 369 | 6,98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13 202 | 1,56 | 6 671 | 164,62 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 854 | 59,03 | 175 | 67,31 | ||||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 110 034 | 6,16 | 22 521 | 12,01 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4 308 | 65,76 | 882 | 74,80 | ||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 1 479 | 1,02 | 303 | 6,34 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 2 428 | 1,38 | 497 | 7,11 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 1 564 | 1,30 | 320 | 7,02 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 12 114 | 0,26 | 2 516 | 13,70 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 82 | 1,23 | 17 | 6,67 | ||||
| 2025-07-29 | NP | JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 | 26 168 | 7,16 | 5 179 | 4,42 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 91 704 | 2,19 | 18 769 | 7,82 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 7 880 | 92,20 | 2 | |||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 2 954 | 7,65 | 604 | 13,53 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 1 093 | 4,10 | 224 | 9,85 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 3 153 | 14,53 | 1 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 68 583 | 7,27 | 14 037 | 13,18 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 2 769 | 4,53 | 567 | 10,33 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 49 285 | 20,96 | 10 087 | 27,62 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 188 | 526,67 | 39 | 660,00 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 59 939 | 0,04 | 12 268 | 5,55 | ||||
| 2025-08-13 | 13F | Arjuna Capital | 1 028 | 210 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 875 480 | 3,64 | 793 195 | 9,34 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 9 844 | 0,32 | 2 015 | 5,83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12 674 587 | 1,15 | 2 594 108 | 6,72 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 6 447 | 16,92 | 1 336 | 133 400,00 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 14 638 | 4,54 | 2 996 | 10,27 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 40 256 | 0,19 | 8 187 | 5,90 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 37 622 | 16,32 | 7 700 | 22,73 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 5 297 | 3,82 | 1 084 | 9,61 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 5 433 | 9,29 | 1 112 | 15,25 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 65 364 | 1,18 | 13 378 | 6,74 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 21 172 | 0,19 | 4 333 | 5,71 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 4 579 | 2,92 | 836 | 2,83 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 50 584 | 2,29 | 10 353 | 7,92 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 6 714 | 1 315 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 182 497 | 2,35 | 37 351 | 7,99 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 6 050 | 228,09 | 1 238 | 246,78 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 2 394 | 47,60 | 490 | 57,56 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 6 147 | 0,59 | 1 258 | 6,16 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 5 973 | 4,28 | 1 222 | 16,60 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 85 404 | 5,81 | 17 551 | 12,08 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 77 872 | 0,75 | 15 938 | 6,30 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 2 177 | 7,40 | 446 | 13,23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 121 900 | 137,62 | 24 949 | 150,72 | |||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 2 376 | 486 | ||||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 201 991 | 2,41 | 41 341 | 8,05 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 4 600 | 941 | |||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 3 696 | 1,51 | 760 | 7,51 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 126 875 | 92,92 | 25 968 | 103,55 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 15 953 | 3,00 | 3 265 | 8,69 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 964 064 | 0,96 | 197 314 | 6,52 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 650 | 134 | ||||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 58 419 | 5,09 | 11 957 | 10,88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 257 907 | 9,25 | 52 786 | 15,26 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 836 | 153 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1 273 264 | 2,54 | 260 599 | 8,19 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 53 | 17,78 | 11 | 25,00 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 8 748 | 61,85 | 1 790 | 70,80 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 51 218 | 6,12 | 10 483 | 11,96 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 470 633 | 5,41 | 96 326 | 11,23 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 54 145 | 1,28 | 11 082 | 6,87 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 528 | 44,21 | 517 | 52,06 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 2 841 | 3,50 | 581 | 9,21 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 062 540 | 0,49 | 217 477 | 6,02 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 17 320 | 37,31 | 3 545 | 44,83 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 106 093 | 0,18 | 21 856 | 6,39 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 1 915 | 1,06 | 392 | 6,54 | ||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 22 386 | 1,98 | 4 582 | 7,59 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 1 061 | 0,76 | 217 | 6,37 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 12 090 | 4,95 | 2 485 | 11,19 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 16 | 1 500,00 | 3 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1 952 | 52,26 | 400 | 60,89 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 19 675 | 3,09 | 4 027 | 8,75 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 33 277 | 2,21 | 6 816 | 7,93 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3 652 | 7,63 | 748 | 14,75 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 956 | 5,22 | 400 | 11,11 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11 680 | 9,98 | 2 391 | 16,02 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 5 523 | 4,84 | 1 130 | 9,60 | ||||
| 2025-08-14 | 13F | Fmr Llc | 403 546 | 5,22 | 82 594 | 11,02 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 25 230 | 0,83 | 5 186 | 6,82 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 1 365 | 279 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 21 894 | 32,96 | 4 481 | 40,29 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 79 912 | 3,91 | 16 356 | 9,63 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 031 392 | 3,48 | 415 765 | 9,18 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 7 298 | 4,65 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18 894 | 25,26 | 3 867 | 32,16 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 10 511 | 0,75 | 2 151 | 6,80 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 1 149 | 235 | ||||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 9 569 | 1,20 | 1 959 | 6,76 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 894 156 | 12,88 | 183 007 | 19,09 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 15 032 | 1,27 | 3 077 | 6,84 | ||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 83 588 | 0,47 | 17 108 | 6,01 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 6 | 20,00 | 1 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 3 975 | 0,71 | 814 | 6,27 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 39 774 | 1,95 | 8 141 | 7,56 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 4 683 | 3,45 | 958 | 9,11 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 1 045 | 217 | ||||||
| 2025-06-26 | NP | FLCE - Frontier Asset U.S. Large Cap Equity ETF | 27 144 | 9,43 | 5 185 | 3,39 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 4 710 | 6,08 | 964 | 11,85 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 820 | 0,43 | 1 798 | 6,71 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 2 151 | 15,03 | 440 | 21,55 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 5 810 | 11,52 | 1 189 | 17,72 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 1 011 | 207 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 13 807 | 0,43 | 2 826 | 5,92 | ||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 78 055 | 0,32 | 15 976 | 5,84 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 115 018 | 27,26 | 23 541 | 34,27 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 112 | 18,79 | 432 | 25,58 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 7 554 | 7,99 | 1 546 | 14,01 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 20 763 | 3,56 | 4 250 | 9,26 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 2 090 | 38,96 | 428 | 46,74 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 2 176 | 4,77 | 450 | 12,22 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 12 497 | 14,48 | 2 568 | 21,26 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 11 111 | 3,18 | 2 299 | 13,15 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 54 747 | 1,71 | 11 205 | 7,31 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 34 772 | 12,75 | 7 117 | 18,96 | ||||
| 2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 87 708 | 10,07 | 17 360 | 7,25 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 25 909 | 2,74 | 5 303 | 8,40 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 995 | 204 | ||||||
| 2025-08-14 | 13F | LM Advisors LLC | 97 238 | 0,46 | 20 | 5,56 | ||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 5 714 | 11,69 | 1 169 | 17,84 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 44 908 | 7,56 | 9 191 | 13,48 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 35 551 585 | 20 718,40 | 174 | −99,48 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 1 561 | 0,52 | 320 | 5,98 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 1 081 | 221 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 269 307 | 3,48 | 55 333 | 9,60 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 414 | 11,59 | 80 | 11,11 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5 037 | 6,97 | 1 031 | 12,81 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 1 182 | 0,42 | 245 | 15,09 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 23 888 | 0,20 | 4 889 | 5,73 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 79 110 | 2,11 | 16 191 | 7,73 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 4 711 | 23,75 | 1 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 1 443 | 4,11 | 295 | 10,07 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 5 631 | 0,55 | 1 152 | 6,08 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 138 197 | 12 054,53 | 28 285 | 12 756,36 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 18 905 | 3 869 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 168 449 | 0,39 | 34 623 | 6,37 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 4 141 | 1,25 | 848 | 6,81 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 10 846 | 5,81 | 2 220 | 11,62 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 2 760 | 91,53 | 565 | 102,15 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 2 510 | 9,94 | 487 | 8,72 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 6 994 | 0,40 | 1 432 | 5,92 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 1 257 | 259 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 38 536 | 3,28 | 7 887 | 8,97 | ||||
| 2025-07-29 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 35 643 | 0,93 | 7 055 | −1,66 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 2 125 | 50,71 | 435 | 58,97 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 484 | 52,68 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 19 574 | 4 006 | ||||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 190 134 | 0,03 | 38 915 | 5,85 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 182 747 | 2,14 | 37 403 | 7,77 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 12 788 | 0,22 | 2 617 | 5,74 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 4 068 122 | 2,08 | 832 623 | 7,70 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 6 928 | 146,64 | 1 418 | 160,18 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 14 981 | 7,38 | 3 066 | 13,30 | ||||
| 2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 24 549 | 37,19 | 4 859 | 33,68 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 5 109 | 16,75 | 1 046 | 23,09 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 96 129 | 8,01 | 19 758 | 14,44 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 16 649 | 3,36 | 3 408 | 10,19 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 717 | 2,20 | 351 | 8,00 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 3 001 | 12,14 | 614 | 18,30 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 9 089 642 | 19,55 | 1 860 377 | 26,13 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 9 580 | 17,27 | 1 961 | 23,74 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 2 492 | 5,73 | 510 | 11,60 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1 547 972 | 4,74 | 316 824 | 10,50 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 4 710 | 0,56 | 964 | 6,06 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 3 946 | 84,57 | 808 | 94,93 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2 321 | 8,46 | 481 | 15,90 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 32 878 | 184,04 | 6 729 | 199,73 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 3 297 | 79,58 | 675 | 89,33 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21 452 | 2,68 | 4 391 | 8,34 | ||||
| 2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 8 402 | 3,38 | 1 720 | 9,07 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 2 276 | 1,56 | 466 | 7,14 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 461 610 | 13,26 | 94 546 | 20,61 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 5 954 | 1,48 | 1 219 | 7,03 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 145 259 | 0,57 | 29 857 | 6,55 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 600 261 | 122 855 | ||||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 88 225 | 17,85 | 18 057 | 24,34 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 1 582 | 0,25 | 324 | 5,90 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 55 037 | 0,62 | 11 264 | 6,16 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 41 198 | 11,58 | 8 | 14,29 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 987 | 202 | ||||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 147 516 | 0,56 | 30 192 | 6,10 | ||||
| 2025-08-07 | 13F | Accent Capital Management, LLC | 1 261 | 3,36 | 258 | 9,32 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 48 950 | 23,87 | 10 019 | 30,68 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 1 735 | 11,58 | 355 | 17,94 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 1 385 | 24,44 | 283 | 31,63 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 3 284 | 672 | ||||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 982 | 201 | ||||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 57 173 | 169,16 | 11 702 | 184,00 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 979 | 200 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 11 915 | 24,74 | 2 439 | 31,64 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 6 553 | 0,49 | 1 347 | 6,40 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 331 166 | 3,51 | 67 780 | 9,21 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 16 575 | 23,80 | 3 407 | 31,15 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 1 925 | 5,08 | 394 | 10,70 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 5 465 | 29,41 | 1 118 | 36,51 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 521 216 | 5,13 | 311 348 | 10,91 | ||||
| 2025-07-31 | 13F | United Community Bank | 195 | 89,32 | 40 | 105,26 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 163 236 | 0,38 | 33 417 | 5,93 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 1 923 | 8,34 | 394 | 14,24 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3 250 | 17,97 | 665 | 24,53 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 49 008 | 3,74 | 10 030 | 9,45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 115 054 | 14,17 | 23 548 | 20,46 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 46 730 | 9,72 | 9 564 | 15,77 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 5 701 | 2,48 | 1 167 | 12,33 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 62 792 | 3,54 | 12 852 | 9,24 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 999 | 204 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 41 098 | 1,63 | 8 412 | 7,23 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 71 165 | 4,04 | 14 850 | 17,89 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 14 166 | 30,13 | 2 899 | 37,33 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 83 477 | 31,49 | 17 085 | 38,73 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 1 064 | 218 | ||||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 3 373 | 3,02 | 690 | 8,66 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 1 463 | 21,71 | 299 | 28,33 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 3 449 | 11,01 | 706 | 17,11 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1 417 | 22,26 | 290 | 29,46 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3 574 | 42,39 | 731 | 50,41 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 445 | 9,88 | ||||||
| 2025-08-14 | 13F | Mairs & Power Inc | 4 546 | 57,74 | 930 | 66,37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 99 562 | 5,39 | 20 381 | 11,20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 367 587 | 2,46 | 484 563 | 8,09 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 11 708 | 3,13 | 2 396 | 8,81 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 7 164 | 2,42 | 1 466 | 8,11 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 104 387 | 0,18 | 21 365 | 5,69 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 115 930 | 21,33 | 23 721 | 28,03 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 3 348 | 0,30 | 685 | 5,87 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 60 883 | 5,56 | 12 461 | 11,37 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 133 018 | 21,33 | 27 225 | 28,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 26 231 | 16,11 | 5 369 | 22,50 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14 560 | 2,59 | 3 | 0,00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 14 183 | 8,14 | 2 903 | 14,07 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 41 452 | 1,87 | 8 484 | 7,47 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 3 574 | 25,14 | 731 | 32,19 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 1 387 | 21,88 | 284 | 28,64 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 22 226 | 0,85 | 4 549 | 6,39 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 369 667 | 60,62 | 53 776 | 20,44 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 87 311 | 37,94 | 17 945 | 46,14 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 26 095 | 29,02 | 5 341 | 36,12 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 7 953 | 10,09 | 1 635 | 16,63 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 1 733 | 2,06 | 355 | 7,60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 217 884 | 4,24 | 249 263 | 9,98 | ||||
| 2025-07-14 | 13F | Friday Financial | 15 948 | 1,51 | 3 264 | 6,67 | ||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 87 001 | 0,98 | 17 806 | 6,55 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 20 246 | 2,12 | 4 144 | 7,72 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5 540 | 0,53 | 1 139 | 6,45 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 998 | 204 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 474 | 8,65 | 506 | 14,74 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 46 551 | 3,26 | 9 528 | 8,94 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 18 237 | 444,06 | 3 733 | 8,39 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 50 481 | 20,78 | 9 804 | 19,59 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 79 212 | 4,48 | 16 213 | 10,24 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 109 846 | 29,94 | 22 482 | 37,09 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 622 | 18,02 | 741 | 24,54 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 279 204 | 1,36 | 57 145 | 6,94 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 63 157 | 6,82 | 12 926 | 12,70 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 3 106 | 2,85 | 636 | 8,55 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 1 300 | 9,70 | 266 | 16,16 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 18 044 | 11,41 | 3 693 | 17,57 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 2 000 | 409 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 2 197 | 458 | ||||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 12 627 | 2 584 | ||||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 19 712 | 3,87 | 4 034 | 9,59 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8 741 | 0,45 | 1 789 | 5,98 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 18 706 | 55,73 | 3 865 | 65,88 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 608 238 | 0,91 | 117 992 | −0,04 | ||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 8 419 | 9,47 | 1 723 | 15,49 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 2 485 | 107,08 | 509 | 118,97 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3 425 | 12,59 | 701 | 18,64 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 30 750 | 2,36 | 6 294 | 8,00 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 11 685 | 5,82 | 2 392 | 11,62 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 82 061 | 5,25 | 16 795 | 11,04 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 162 798 | 6,57 | 33 320 | 12,44 | ||||
| 2025-08-08 | NP | QRDTX - Quantified Rising Dividend Tactical Fund Investor Class Shares | 26 567 | 4,29 | 5 437 | 10,04 | ||||
| 2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 7 224 | 1 401 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 62 684 | 9,65 | 12 829 | 15,69 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 1 897 | 2,65 | 388 | 8,38 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7 414 | 19,58 | 1 518 | 26,21 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 282 | 0,71 | 58 | 5,56 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 988 | 202 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 597 309 | 10,39 | 327 045 | 16,45 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 3 571 | 14,79 | 731 | 21,06 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 50 | 10 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 51 520 | 5,26 | 10 545 | 11,05 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 9 636 | 39,59 | 1 972 | 47,27 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 12 773 | 3,04 | 2 614 | 8,74 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 90 445 | 1,42 | 18 511 | 7,01 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10 606 | 2 171 | ||||||
| 2025-07-21 | 13F | Family CFO Inc | 102 772 | 1,10 | 21 034 | 6,66 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 1 746 | 1,28 | 339 | 0,30 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 10 654 | 2 181 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 246 | 50 | ||||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 79 259 | 5,70 | 16 222 | 11,52 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 64 805 | 2,24 | 13 264 | 7,87 | ||||
| 2025-09-03 | 13F | American Trust | 2 026 | 415 | ||||||
| 2025-08-05 | 13F | Towercrest Capital Management | 3 001 | 12,14 | 614 | 18,30 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 161 657 | 117,26 | 33 086 | 129,22 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 3 490 | 0,23 | 1 | |||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 37 287 | 5,11 | 7 631 | 10,90 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 29 459 | 0,07 | 6 029 | 5,59 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 2 767 | 0,36 | 566 | 5,99 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 4 844 | 8,22 | 991 | 14,17 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 68 379 | 2,52 | 14 090 | 8,90 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 22 936 | 3,16 | 4 694 | 8,83 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 1 143 | 234 | ||||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 4 698 | 3,18 | 962 | 8,83 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 575 | 4,08 | 527 | 10,02 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3 814 | 781 | ||||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 40 082 | 0,38 | 8 204 | 5,90 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 1 954 | 26,72 | 0 | |||||
| 2025-07-18 | 13F | Vicus Capital | 3 540 | 1,49 | 725 | 7,10 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 12 408 | 0,27 | 2 540 | 5,79 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1 002 520 | 2,74 | 205 184 | 8,40 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 18 675 | 5,96 | 3 822 | 11,79 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 22 697 | 10,24 | 4 697 | 21,15 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 5 067 | 1,18 | 1 037 | 6,80 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 27 558 | 0,08 | 5 638 | 5,56 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 1 350 | 276 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 26 456 | 1,35 | 5 415 | 6,93 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 2 570 | 5,54 | 526 | 11,44 | ||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 1 014 | 208 | ||||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 47 452 | 12,50 | 9 712 | 18,70 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 35 541 | 5,32 | 7 274 | 11,12 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 1 116 | 2,57 | 228 | 8,06 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 68 254 | 3,53 | 13 969 | 9,24 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 15 449 | 3 | ||||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 501 | 1,36 | 1 126 | 5,83 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 6 742 | 11 524,14 | 1 380 | 12 436,36 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 4 370 | 894 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 4 370 | 93,36 | 894 | 104,11 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 819 | 0,57 | 1 191 | 6,06 | ||||
| 2025-07-15 | 13F | Maseco Llp | 298 | 61 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1 893 | 1,23 | 389 | 7,46 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 75 645 | 13 147,81 | 15 482 | 13 847,75 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 6 576 | 0,57 | 1 346 | 6,07 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 1 267 | 7,37 | 246 | 6,06 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 995 | 204 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 6 462 | 5,67 | 1 323 | 12,70 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 42 986 | 0,11 | 8 798 | 5,62 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 1 162 | 238 | ||||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 55 605 | 1,55 | 11 470 | 7,99 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 6 541 | 0,51 | 1 339 | 6,02 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 447 | 92 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 11 853 | 3,12 | 2 426 | 3,15 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 30 824 | 0,92 | 6 309 | 6,48 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 32 622 | 1,73 | 6 677 | 7,33 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 15 914 | 10,88 | 3 257 | 16,99 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 9 657 | 2,42 | 1 977 | 8,04 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 3 125 | 3,31 | 6 | 20,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 348 330 | 13,09 | 71 293 | 19,31 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 8 076 | 1,29 | 1 653 | 6,86 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 4 253 | 877 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 1 393 | 1,60 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 19 132 | 1,83 | 3 916 | 7,44 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 10 527 | 11,07 | 2 155 | 17,19 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 19 545 | 0,07 | 4 000 | 5,60 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 989 | 202 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 62 | 13 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 472 | 758,18 | 0 | |||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 33 519 | 0,70 | 6 502 | 0,08 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 10 413 | 4,95 | 2 131 | 10,76 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6 221 | 0,74 | 1 273 | 6,35 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 269 | 260 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 5 268 | 23,37 | 1 078 | 30,19 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 12 431 | 8,51 | 2 544 | 14,49 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 70 531 | 6,32 | 14 436 | 12,18 | ||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 98 044 | 14,72 | 19 406 | 11,79 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6 646 | 73,21 | 1 360 | 82,80 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 1 000 | 205 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 19 795 | 12,06 | 4 069 | 18,74 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 71 925 | 9,95 | 14 721 | 16,00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 71 653 | 5,44 | 14 665 | 11,24 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 10 483 137 | 3,18 | 2 145 584 | 8,86 | ||||
| 2025-08-07 | 13F | Commerce Bank | 21 117 | 1,57 | 4 322 | 7,17 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 18 195 | 3,22 | 3 724 | 8,89 |
