Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Specialized Funds - Vanguard Real Estate ETF inkluderar Glenmede Investment Management, LP, Midwest Trust Co, Kingstone Capital Partners Texas, LLC, Nuveen, LLC, Norden Group Llc, Northeast Financial Group, Inc., Torno Capital, Llc, Wellington Management Group Llp, Blueprint Financial Advisors LLC, Precision Wealth Strategies, LLC, GHTA - Goose Hollow Tactical Allocation ETF, Nordwand Advisors, LLC, North Dallas Bank & Trust Co, Maseco Llp, Sentinel Wealth Management, Inc., Peirce Capital Management, LLC, Keystone Wealth Services, LLC, 21 West Wealth Management LLC, HORAN Wealth, LLC, och Everest Management Corp. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 572 | 0,53 | 51 | −1,96 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 13 056 | 6,84 | 1 179 | 13,47 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 377 | 123 | ||||||
| 2025-07-21 | 13F | Vanderbilt University | 840 610 | 1,00 | 74 865 | −0,65 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 32 667 | 641,93 | 379 | −5,03 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 11 280 | 9,15 | 1 012 | 8,24 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2 803 | 250 | ||||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 11 932 | 2,05 | 1 063 | 0,38 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 84 860 | 4,46 | 7 558 | 2,76 | ||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 146 644 | 6,18 | 13 098 | 1,00 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 7 771 | 8,29 | 692 | 6,63 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2 434 | 0,41 | 217 | −1,37 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 27 608 | 37,44 | 2 459 | 35,20 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 8 944 | 36,65 | 797 | 40,14 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 123 | 0,82 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 12 613 | 9,11 | 1 123 | 7,36 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 8 087 | 35,08 | 722 | 28,47 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5 021 | 6,35 | 447 | 4,68 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 10 005 | 1 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 230 808 | 13,47 | 20 556 | 11,61 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 3 481 | 0,12 | 310 | −1,27 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 15 957 | 3,77 | 1 421 | 2,08 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 24 187 | 0,15 | 2 154 | −1,46 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 39 247 | 3 495 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 5 272 | 8,34 | 470 | 6,59 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 377 695 | 559,20 | 33 638 | 548,24 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 2 847 | 1,17 | 254 | −0,39 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 71 800 | 1,53 | 6 | 0,00 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1 669 | 149 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11 336 | 83,82 | 1 011 | 81,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 5 258 | 331,34 | 468 | 325,45 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 26 849 | 1,62 | 2 391 | −0,04 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 56 260 | 27,22 | 5 011 | 25,16 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 11 420 | 23 691,67 | 1 017 | −12,78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17 302 | 6,35 | 1 541 | 4,55 | ||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 323 | 29 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 3 304 | 7,83 | 294 | 6,14 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 41 459 | 1 193,98 | 3 692 | 1 173,10 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 360 192 | 9,15 | 32 079 | 7,36 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 3 484 | 3,81 | 310 | 5,10 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 6 509 | 580 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 226 989 | 3,59 | 20 216 | 1,90 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 60 795 | 6,43 | 5 414 | 4,68 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 7 021 | 3,78 | 625 | 2,12 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 805 | 2,68 | 72 | 1,43 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 54 397 | 0,74 | 4 845 | −0,92 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 81 905 | 4,38 | 7 294 | 2,67 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 24 507 | 1,86 | 2 183 | 0,18 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 74 110 | 7,02 | 6 599 | 5,23 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 36 519 | 16,83 | 3 252 | 14,91 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 21 | 2 | ||||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 59 861 | 5 331 | ||||||
| 2025-07-31 | 13F | GenTrust, LLC | 124 098 | 2,60 | 11 052 | 0,93 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 69 088 | 4,99 | 6 153 | 3,26 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 275 976 | 9,48 | 24 578 | 7,69 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 34 660 | 1,95 | 3 087 | 0,26 | ||||
| 2025-08-13 | 13F | MetLife Investment Management, LLC | 18 382 | 21,88 | 1 637 | 19,93 | ||||
| 2025-07-28 | 13F | Essex LLC | 4 206 | 5,76 | 375 | 3,89 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 8 977 | 2,37 | 800 | 0,76 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 910 | 0,10 | 170 | −1,16 | ||||
| 2025-08-14 | 13F | Obsido Oy | 25 676 | 4,51 | 2 287 | 2,79 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 72 069 | 2,77 | 6 419 | 1,09 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 98 | 9 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 669 | 0,45 | 60 | −1,67 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 838 | 84,94 | 431 | 82,20 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 11 706 | 28,62 | 1 043 | 26,61 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 12 535 | 6,16 | 1 116 | 4,40 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 60 403 | 485,53 | 5 379 | 475,91 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 16 322 | 0,02 | 1 454 | −1,62 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 15 322 | 21,96 | 1 365 | 19,96 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 26 777 | 2 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 876 350 | 2,76 | 167 108 | 1,08 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 29 874 | 1,77 | 2 661 | 0,11 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 50 658 | 0,94 | 4 512 | −0,73 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 212 035 | 0,10 | 18 884 | −1,54 | ||||
| 2025-07-25 | NP | PRDAX - Diversified Real Asset Fund Class A | 94 658 | 0,96 | 8 455 | −3,96 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 11 892 | 2,46 | 1 059 | 0,86 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 12 856 | 2,32 | 1 145 | 0,62 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 5 636 | 502 | ||||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 3 122 | 0,10 | 278 | −1,42 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 387 | 1,04 | 34 | −2,86 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 31 995 | 14,04 | 2 849 | 12,17 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 3 735 | 27,04 | 0 | |||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 49 400 | 161,38 | 4 400 | 157,10 | |||
| 2025-08-11 | 13F | Traub Capital Management LLC | 100 | 9 | ||||||
| 2025-08-14 | 13F | Peak6 Llc | Put | 22 600 | 2 013 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 15 842 | 13,68 | 1 411 | 11,82 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 3 266 | 0,74 | 291 | −1,02 | ||||
| 2025-07-16 | 13F | Patton Fund Management, Inc. | 34 338 | 23,55 | 3 058 | 21,54 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 85 841 | 4,22 | 7 645 | 2,51 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4 112 | 11,47 | 372 | 13,41 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 16 483 | 37,94 | 1 468 | 35,71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9 631 | 21,80 | 858 | 19,86 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 180 051 | 0,24 | 16 035 | −1,40 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 39 149 | 2,14 | 3 487 | 0,46 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 281 | 23,79 | 25 | 25,00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 030 | 0,20 | 270 | −1,47 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 347 | 387 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 4 288 | 57,18 | 382 | 54,88 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 5 007 | 1,36 | 446 | −0,45 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 289 | 2,48 | 26 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 156 779 | 5,43 | 14 | 0,00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1 337 | 0,30 | 119 | −0,83 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 38 513 | 0,25 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 28 844 | 4,57 | 2 569 | 2,84 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 43 272 | 8,04 | 3 854 | 6,26 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 5 537 | 28,41 | 493 | 26,41 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 42 570 | 9,75 | 3 791 | 7,97 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 59 238 | 0,88 | 5 276 | −0,77 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 3 969 | 2,16 | 353 | 0,57 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 23 911 | 41,29 | 2 | 100,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 34 873 | 2,57 | 3 106 | 0,88 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 25 501 | 8,83 | 2 271 | 7,07 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 27 073 | 2,09 | 2 411 | 0,37 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 7 417 | 3,65 | 661 | 2,01 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 155 628 | 3,33 | 13 860 | 1,64 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 936 792 | 2,46 | 83 431 | 0,78 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6 212 | 1,87 | 553 | 0,18 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 36 434 | 8,76 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 7 885 | 702 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 3 836 | 7,45 | 0 | |||||
| 2025-05-07 | 13F | Magnolia Wealth Management, LLC | 105 794 | 0,50 | 9 579 | 2,15 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3 658 | 10,21 | 326 | 8,33 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 6 211 | 9,93 | 553 | 8,22 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 35 605 | 5,22 | 3 171 | 3,49 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 45 026 | 6,77 | 4 010 | 5,03 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 220 304 | 97,23 | 80 498 | −21,02 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 837 | 0,97 | 75 | −1,33 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 3 122 | 0,39 | 278 | −1,07 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2 081 | 4,05 | 185 | 2,21 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 800 | 71 | |||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 44 693 | 2,02 | 3 980 | 0,35 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 5 434 | 0,15 | 484 | −1,63 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 338 312 | 6,75 | 30 130 | 5,01 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 146 | 14,82 | 191 | 13,02 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 33 669 | 2 999 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 28 387 | 1,48 | 2 528 | −0,16 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 12 763 | 0,80 | 1 137 | −0,87 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 8 978 | 4,71 | 800 | 2,96 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 91 756 | 8,69 | 8 172 | 6,91 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7 708 | 1,45 | 686 | −0,15 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 15 192 | 5,41 | 1 353 | 3,68 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 3 259 | 0,06 | 290 | −1,36 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 24 747 | 8,47 | 2 220 | 7,51 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2 799 | 0,14 | 249 | −1,58 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 817 | 25,11 | 73 | 22,03 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 2 382 | 8,13 | 212 | 9,28 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9 125 | 16,79 | 812 | 14,85 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 2 363 | 0,77 | 210 | −0,94 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 78 354 | 1,69 | 6 977 | 0,00 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 6 264 | 38,83 | 558 | 36,52 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 11 309 | 15,27 | 1 007 | 13,40 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 2 483 | 7,58 | 221 | 6,25 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 26 192 | 14,28 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | United Bank | 79 124 | 0,18 | 7 047 | −1,47 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21 291 | 90,34 | 1 928 | 93,47 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5 534 | 13,84 | 493 | 11,82 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 2 879 | 2,09 | 259 | 3,61 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 23 124 | 48,51 | 2 060 | 46,13 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 18 206 | 2 390,56 | 1 621 | 2 356,06 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 19 640 | 12,17 | 1 749 | 10,35 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1 140 | 102 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13 543 | 10,53 | 1 206 | 8,75 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1 215 | 108 | ||||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 3 215 | 3,21 | 286 | 1,42 | ||||
| 2025-07-17 | 13F | City Holding Co | 18 065 | 2,82 | 1 609 | 1,13 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4 726 | 22,06 | 421 | 21,68 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 94 459 | 6,11 | 8 413 | 4,38 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 3 111 | 14,59 | 277 | 13,06 | ||||
| 2025-04-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 32 116 | 11,33 | 3 016 | 6,50 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 7 627 | 0,62 | 679 | −1,02 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 45 924 | 3,46 | 4 090 | 1,77 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 229 | 20 | ||||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 30 257 | 0,51 | 2 695 | −1,14 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 5 335 | 0,13 | 475 | −1,45 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 10 764 | 46,47 | 961 | 54,59 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 14 221 | 56,72 | 1 267 | 55,53 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 13 933 | 1 241 | ||||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 202 | 18 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 312 | 0,97 | 28 | 0,00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 10 535 | 0,13 | 938 | −1,47 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4 928 | 1,36 | 439 | −0,45 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 856 608 | 1,45 | 76 289 | −0,21 | ||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 25 325 | 2,60 | 2 262 | −2,37 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 38 647 | 14,04 | 3 420 | 12,50 | ||||
| 2025-08-13 | 13F | Garner Asset Management Corp | 7 563 | 13,13 | 674 | 11,24 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 4 825 | 0,17 | 430 | −1,61 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 144 576 | 3,29 | 13 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 37 435 | 0,90 | 3 334 | −0,77 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2 520 | 228 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 14 049 783 | 15 455 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 2 867 | 1,92 | 255 | 0,39 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 127 | 0,79 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 338 150 | 5,20 | 30 116 | 3,48 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 302 | 1,00 | 27 | 8,00 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 3 175 | 0,38 | 283 | −1,40 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 11 534 | 0,84 | 1 027 | −0,77 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 18 792 | 7,23 | 1 674 | 5,55 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 2 714 | 1,99 | 242 | 0,42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 095 564 | 20,94 | 186 631 | 18,97 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 2 754 | 0,04 | 245 | −1,61 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 268 | 170,71 | 24 | 187,50 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 469 | 44,90 | 842 | 46,43 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 72 920 | 1,95 | 6 494 | 0,29 | ||||
| 2025-08-14 | 13F | State Street Corp | 1 592 905 | 735,25 | 141 864 | 721,64 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4 403 | 62,17 | 392 | 60,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 14 899 | 38,98 | 1 245 | 28,35 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 2 227 | 0,09 | 198 | −1,49 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 10 780 | 0,66 | 960 | 12,41 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 4 831 | 0,06 | 430 | −1,60 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 188 467 | 1,85 | 16 785 | 0,19 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 201 | 159,55 | 196 | 157,89 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 10 472 | 0,24 | 933 | −1,38 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 21 322 | 18,51 | 1 899 | 16,58 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 49 995 | 20,59 | 4 453 | 18,63 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 14 541 | 0,06 | 1 295 | −1,52 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7 628 | 41,05 | 679 | 38,85 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 72 996 | 3,48 | 6 501 | 1,80 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 23 031 | 4,78 | 2 051 | 3,07 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 4 693 | 1,51 | 418 | −0,24 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 22 344 | 8,27 | 1 990 | 6,48 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 23 175 | 9,69 | 2 064 | 7,95 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 283 | 203 | ||||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 1 786 | 51,48 | 168 | 45,22 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 17 584 | 4,47 | 1 566 | 2,82 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 3 306 | 0,06 | 294 | −1,67 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 5 621 | 7,70 | 1 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8 153 | 11,58 | 726 | 9,83 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 3 500 | 312 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 28 757 | 92,87 | 2 561 | 89,84 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 27 803 | 0,81 | 2 476 | −0,84 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 546 251 | 482,99 | 48 649 | 547,70 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 77 009 | 10,70 | 6 858 | 8,89 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 102 738 | 12,35 | 9 150 | 10,52 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 28 201 | 2,96 | 2 512 | 1,29 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 5 | 25,00 | 0 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 30 521 | 9,74 | 2 718 | 7,94 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 123 937 | 40,11 | 11 038 | 37,82 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 23 269 | 41,08 | 2 072 | 38,78 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 128 681 | 4,84 | 11 460 | 3,13 | ||||
| 2025-08-05 | 13F | Sumitomo Life Insurance Co | 260 707 | 23 219 | ||||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 29 846 | 0,03 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 55 294 | 196,63 | 4 924 | 191,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 139 523 | 1,99 | 12 426 | 0,31 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 2 312 | 206 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16 763 | 4,91 | 1 495 | 3,17 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 38 399 | 7,33 | 3 420 | 5,56 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 6 310 | 562 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2 891 | 0,87 | 257 | −0,77 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 369 | 405,48 | 33 | 433,33 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 2 872 | 4,63 | 256 | 2,82 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 26 251 | 6,28 | 2 338 | 4,52 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 2 798 | 249 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 551 718 | 5,54 | 49 136 | 3,81 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 220 | 1 733,33 | 20 | 1 800,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 966 | 16,02 | 709 | 14,17 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 055 | 5,34 | 895 | 3,59 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 4 155 | 1,00 | 370 | −0,54 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 15 867 | 2,49 | 1 413 | 0,86 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 064 081 | 20,97 | 94 767 | 18,99 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 482 000 | 68,12 | 42 927 | 65,37 | |||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 2 696 | 0,71 | 240 | −0,83 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 14 282 | 9,14 | 1 272 | 9,10 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 76 184 | 0,86 | 6 785 | −0,80 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 340 | 365,28 | 119 | 357,69 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 27 456 | 2,09 | 2 472 | 12,06 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 101 899 | 7,82 | 9 075 | 6,07 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 140 428 | 4,39 | 12 507 | 2,68 | ||||
| 2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 65 712 | 7,51 | 5 869 | 2,27 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15 130 | 105,63 | 1 347 | 105,65 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1 666 | 1,71 | 0 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 209 201 | 7,40 | 18 631 | 5,64 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 786 | 70 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 961 | 5,13 | 531 | 3,31 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 60 888 | 3,17 | 5 423 | 1,48 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 124 957 | 0,27 | 11 129 | −1,37 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 33 324 | 5,10 | 2 968 | 3,38 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 4 398 | 9,57 | 392 | 7,71 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 13 963 | 21,33 | 1 244 | 19,40 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 43 442 | 0,69 | 3 869 | −0,97 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 432 617 | 4,70 | 38 529 | 2,99 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5 760 | 2,78 | 513 | 0,99 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 9 667 | 2,68 | 1 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 137 | 12 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 18 889 | 379,66 | 1 682 | 372,47 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 210 565 | 3,93 | 18 753 | 2,23 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 147 167 | 0,25 | 13 107 | −1,39 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 15 941 | 1 420 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 240 156 | 21 388 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 982 | 40,29 | 87 | 38,10 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2 986 | 0,47 | 266 | −1,49 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 264 | 0,38 | 23 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 832 470 | 5,17 | 74 140 | 3,45 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 313 | 123,57 | 0 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2 693 | 1,39 | 240 | −0,42 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9 861 | 14,45 | 878 | 12,56 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 40 826 | 187,87 | 3 662 | 167,30 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3 624 | 2,14 | 323 | 0,62 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 9 262 | 0,31 | 825 | 0,49 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 4 468 | 0,36 | 398 | −1,49 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1 129 | 0,18 | 101 | −1,96 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2 675 | 0,15 | 242 | 0,00 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | Put | 900 | 80 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6 561 | 57,04 | 584 | 54,50 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 26 019 | 4,51 | 2 317 | 2,80 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 439 840 | 1,84 | 39 172 | 0,17 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 3 680 | 0,55 | 328 | −1,21 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 2 623 | 235 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 8 400 | 748 | ||||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 89 444 | 1,94 | 7 966 | 0,28 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 32 781 | 2,20 | 2 920 | 0,52 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 54 569 | 3,87 | 4 860 | 2,17 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 18 801 | 2,30 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 2 900 | 258 | |||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 5 500 | 490 | |||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 64 418 | 0,51 | 5 737 | −1,14 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 9 410 | 3,16 | 838 | 1,58 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 7 | 1 | ||||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 40 764 | 26,15 | 3 630 | 24,10 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 183 906 | 3,29 | 16 379 | 10,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 49 687 | 5,27 | 4 425 | 3,56 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 121 725 | 3,62 | 10 841 | 1,93 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 169 449 | 12,17 | 15 091 | 10,34 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 618 | 7,01 | 146 | 8,21 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 16 840 | 3,49 | 1 500 | 1,77 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 3 228 | 4,53 | 288 | 2,87 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 16 087 | 3,83 | 1 433 | 2,14 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 273 | 10,53 | 24 | 9,09 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6 498 | 2,91 | 579 | 1,23 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 20 556 | 1,29 | 1 831 | −0,38 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4 269 | 0,52 | 380 | −1,04 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 178 289 | 1,79 | 15 878 | 0,13 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 45 273 | 0,84 | 4 032 | −0,79 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 15 988 | 1,21 | 1 424 | −0,49 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 66 652 | 5 936 | ||||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 20 580 | 175,47 | 1 833 | 171,01 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 63 796 | 0,24 | 5 682 | −1,41 | ||||
| 2025-08-11 | 13F | Fairfield University | 209 555 | 0,98 | 18 663 | −0,67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 383 | 1,24 | 123 | 0,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 11 950 | 8,85 | 1 064 | 7,15 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 71 794 | 3,68 | 6 394 | 1,99 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 2 590 | 3,89 | 231 | 2,22 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 6 090 | 7,09 | 542 | 5,45 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 43 548 | 0,14 | 3 878 | −1,50 | ||||
| 2025-08-14 | 13F | Comerica Bank | 286 220 | 47,74 | 25 491 | 45,32 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 63 430 | 33,51 | 5 649 | 31,32 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 150 479 | 2,22 | 13 402 | 0,55 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 2 767 | 11,12 | 246 | 9,33 | ||||
| 2025-05-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 17 265 | 342,01 | 1 563 | 363,80 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 201 542 | 2,00 | 17 949 | 0,34 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4 109 | 6,40 | 0 | |||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 3 978 | 23,27 | 355 | 26,43 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 62 998 | 1,99 | 5 611 | 0,32 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 40 300 | 1,73 | 3 589 | 0,08 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 28 862 | 56,85 | 2 554 | 54,79 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 219 340 | 2,53 | 19 534 | 0,85 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 22 798 | 10,46 | 2 030 | 8,67 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 6 811 | 0,25 | 607 | −1,46 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 15 965 | 7,18 | 1 422 | 5,42 | ||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 112 425 | 7,18 | 10 042 | 1,95 | ||||
| 2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 57 667 | 3,42 | 5 151 | −1,64 | ||||
| 2025-08-14 | 13F | Betterment LLC | 82 158 | 66,56 | 7 | 75,00 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 3 706 | 61,48 | 330 | 59,42 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 156 775 | 100,74 | 13 962 | 97,45 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 28 539 | 0,66 | 2 542 | −1,01 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 365 | 33 | ||||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 10 075 | 897 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 15 284 | 0,61 | 1 361 | −1,02 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 17 074 | 28,62 | 1 521 | 26,56 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 29 511 | 17,13 | 2 628 | 15,21 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 6 338 | 2,56 | 564 | 0,89 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 13 865 | 1 235 | ||||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 9 627 | 1,86 | 857 | 0,23 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 200 | 18 | ||||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 10 887 | 28,95 | 970 | 26,83 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 5 056 | 1,20 | 450 | −0,44 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 592 | 53 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1 258 | 13,13 | 112 | 11,00 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 21 261 | 78,11 | 1 894 | 75,28 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 40 679 | 1,93 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 825 347 | 0,94 | 73 505 | −0,71 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 61 | 335,71 | 5 | 400,00 | ||||
| 2025-08-12 | 13F | Bank OZK | 10 106 | 0,35 | 900 | −1,21 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 5 004 | 29,77 | 446 | 27,51 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109 959 | 1,71 | 9 784 | 0,05 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 50 378 | 6,25 | 4 487 | 4,52 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 43 087 | 243,49 | 3 837 | 238,06 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 169 548 | 2,64 | 15 100 | 0,96 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 3 679 | 12,30 | 328 | 10,47 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5 751 | 1,05 | 512 | −0,58 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 47 108 | 116,62 | 4 195 | 113,16 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 25 436 | 0,40 | 2 265 | −1,22 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 70 441 | 2,80 | 6 274 | 1,13 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1 396 | 0,29 | 124 | −1,59 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 10 982 | 4,69 | 978 | 3,06 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 50 681 | 0,98 | 4 514 | −0,68 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 348 | 6,13 | 388 | 4,31 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 158 | 14 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 663 | 12,28 | 415 | 15,60 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 90 745 | 1,35 | 8 082 | −0,31 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 128 808 | 0,23 | 11 472 | −1,41 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 8 586 | 17,57 | 770 | 16,34 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 128 495 | 5,37 | 11 444 | 3,65 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 103 179 | 1,70 | 9 189 | 10,47 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 28 559 | 3,22 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 308 678 | 24,03 | 27 491 | 22,01 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13 041 | 1,15 | 1 161 | −0,51 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 511 | 2,00 | 46 | 0,00 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 40 511 | 2,29 | 3 608 | 0,61 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 8 633 | 3,60 | 769 | 1,86 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 27 125 | 4,54 | 2 416 | 2,81 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 6 330 | 2,79 | 564 | 1,08 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 7 454 | 0,19 | 664 | −1,49 | ||||
| 2025-07-29 | 13F | Tide Cove Capital Partners LLC | 87 335 | 2,18 | 7 883 | 1,86 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 118 972 | 2,19 | 10 596 | 0,52 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 58 105 | 3,46 | 5 175 | 15,47 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 15 637 | 0,49 | 1 393 | −1,14 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 21 690 | 166,20 | 1 932 | 162,01 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 201 828 | 3,96 | 18 | 0,00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 112 080 | 0,93 | 9 982 | −0,72 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 34 291 | 0,34 | 3 058 | 7,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 77 106 | 179,47 | 6 867 | 185,65 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 11 610 | 7,12 | 1 034 | 5,30 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 18 385 | 6,02 | 1 637 | 4,27 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 30 967 | 3,41 | 2 758 | 1,70 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 18 535 | 34,46 | 1 651 | 32,21 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 2 936 | 261 | ||||||
| 2025-08-13 | 13F | Ted Buchan & Co | 100 746 | 9,85 | 8 972 | 8,06 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2 917 | 1,28 | 260 | −0,38 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 2 419 | 215 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 3 002 | 27,37 | 267 | 25,35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 356 741 | 0,33 | 120 831 | −1,31 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 405 312 | 35 | ||||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 3 969 | 1,66 | 353 | 0,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 461 305 | 7,14 | 41 084 | 5,39 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 23 346 | 27,36 | 2 079 | 25,32 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 2 897 | 13,25 | 258 | |||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 16 606 | 1 479 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 66 340 | 8,93 | 5 908 | 7,15 | ||||
| 2025-08-14 | 13F | Torno Capital, Llc | 10 000 | 891 | ||||||
| 2025-08-14 | 13F | Torno Capital, Llc | Put | 40 000 | 3 562 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 26 799 | 3,72 | 2 387 | 2,01 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 629 800 | 6,23 | 56 090 | 4,49 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 153 662 | 0,66 | 13 685 | −0,98 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 108 099 | 23,99 | 9 627 | 21,97 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 55 202 | 60,99 | 4 916 | 58,38 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3 082 | 3,63 | 274 | 1,86 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 133 772 | 0,98 | 11 914 | −0,67 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 20 739 | 8,22 | 1 847 | 6,46 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 6 | 1 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 334 | 21,90 | 30 | 20,83 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 41 549 | 3,55 | 3 700 | 1,87 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 4 830 | 430 | ||||||
| 2025-07-17 | 13F | David Kennon Inc | 79 275 | 0,76 | 7 060 | −0,88 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 7 320 | 4,18 | 653 | 2,67 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 336 | 44,83 | 30 | 45,00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 56 | 5 | ||||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 2 617 | 1,32 | 233 | 0,00 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 7 999 | 1,20 | 712 | −0,42 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 13 482 | 10,08 | 1 221 | 19,02 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 3 091 | 0,72 | 275 | −0,72 | ||||
| 2025-08-06 | 13F | BNP Paribas Asset Management Holding S.A. | 112 470 | 24,33 | 10 | 25,00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 5 717 725 | 8 739,34 | 113 | −98,07 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 922 | 0,31 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 101 868 | 0,72 | 9 | 0,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 9 834 | 17,18 | 874 | 16,22 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 64 249 | 8,19 | 5 722 | 6,44 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 22 747 | 1,56 | 2 060 | 205 800,00 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 31 031 | 1,47 | 2 764 | −0,18 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 250 590 | 4,54 | 22 318 | 2,83 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 9 543 | 850 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 32 325 | 77,56 | 2 879 | 74,64 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13 334 | 1,62 | 1 188 | −0,08 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 12 521 | 1 115 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 61 | 335,71 | 5 | 400,00 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 7 699 | 0,25 | 686 | −1,44 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 19 455 | 0,84 | 1 733 | −0,80 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 2 441 | 0,83 | 219 | 0,00 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 2 504 | 0,89 | 0 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 25 205 | 53,74 | 2 245 | 51,21 | ||||
| 2025-08-14 | 13F | Landmark Investment Partners, L.p. | Put | 154 000 | 64,53 | 13 715 | 61,85 | |||
| 2025-07-07 | 13F | Trust Co | 8 142 | 4,92 | 725 | 3,28 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 208 246 | 3,24 | 18 546 | 1,56 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 17 224 | 0,03 | 1 534 | −1,60 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 15 232 | 304,03 | 1 357 | 297,65 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 580 867 | 2,54 | 51 732 | 0,86 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 325 849 | 24,00 | 29 020 | 21,97 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 5 189 | 21,89 | 462 | 20,00 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 58 262 | 1,45 | 5 189 | −0,21 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 44 302 | 1,10 | 3 946 | −0,55 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 115 773 | 0,84 | 10 311 | −0,81 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 33 402 | 149,40 | 2 975 | 145,38 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6 634 | 0,41 | 591 | 0,34 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 59 000 | 6,30 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 19 626 | 10,68 | 1 748 | 8,85 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 3 324 | 0,94 | 296 | −0,67 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 47 082 | 6,38 | 4 193 | 4,64 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 59 | 5 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 5 179 | 10,14 | 461 | 8,47 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 40 851 | 2,33 | 3 638 | 0,66 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 12 010 | 0,07 | 1 070 | 7,97 | ||||
| 2025-08-04 | 13F | Field & Main Bank | 18 434 | 0,82 | 1 642 | −0,85 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 15 948 | 1,49 | 1 420 | −0,14 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 97 738 | 889,85 | 8 705 | 873,60 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 8 819 | 8,34 | 785 | 6,66 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 32 449 | 8,50 | 2 890 | 6,72 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 21 467 | 25,69 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 265 | 51,43 | 24 | 53,33 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 12 883 | 19,18 | 1 147 | 17,28 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 28 873 | 12,41 | 2 571 | 10,58 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 15 703 | 5,84 | 1 398 | 4,10 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 54 276 | 0,79 | 4 834 | −0,86 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 33 848 | 2,82 | 3 014 | 1,14 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3 077 | 215,59 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 4 116 | 0,49 | 367 | −1,08 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 5 195 | 0,80 | 463 | −0,86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 44 038 | 1,41 | 4 344 | 10,51 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2 842 | 0,46 | 253 | −1,17 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 3 869 | 0,05 | 345 | −1,71 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 064 | 53,76 | 95 | 51,61 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 56 401 | 5 023 | ||||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 49 357 | 10,94 | 4 396 | 9,11 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1 099 | 0,46 | 98 | −2,02 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 1 378 736 | 5,91 | 122 790 | 4,18 | ||||
| 2025-08-14 | 13F | Perbak Capital Partners LLP | 45 750 | 83,76 | 4 074 | 80,75 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 859 | 5,06 | 878 | 3,42 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 11 998 | 1,01 | 1 069 | −0,65 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12 956 | 1,06 | 1 154 | −0,60 | ||||
| 2025-05-28 | NP | GHTA - Goose Hollow Tactical Allocation ETF | 15 816 | 1 432 | ||||||
| 2025-07-10 | 13F | Moller Financial Services | 216 341 | 5,65 | 19 267 | 3,92 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 13 315 | 0,14 | 1 186 | −1,50 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 15 364 | 12,11 | 1 368 | 10,32 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 2 357 | 210 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 727 | 0,55 | 65 | −1,54 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 8 155 | 34,93 | 726 | 32,72 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 10 710 | 28,60 | 954 | 26,39 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 12 632 | 6 216,00 | 1 125 | 6 150,00 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 119 533 | 1,76 | 10 646 | 0,09 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 6 501 | 0,46 | 579 | −1,20 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 051 917 | 0,20 | 449 924 | −1,43 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 208 194 | 3,88 | 18 677 | 2,93 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 289 | 80,62 | 26 | 78,57 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 630 | 57 | ||||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 125 583 | 10,11 | 11 184 | 10,09 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 27 309 | 12,17 | 2 452 | 11,25 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 55 271 | 22,14 | 4 922 | 20,14 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 4 476 | 0,20 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 200 677 | 92,18 | 17 872 | 89,04 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 20 465 | 0,00 | 1 823 | −1,62 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 2 817 | 14,98 | 251 | 13,12 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 17 050 | 25,86 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 34 675 | 16,86 | 3 088 | 14,97 | ||||
| 2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 134 543 | 6,74 | 12 017 | 1,53 | ||||
| 2025-08-07 | 13F | Nwam Llc | 32 071 | 10,37 | 2 900 | 10,23 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 913 | 50,73 | 527 | 49,86 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 387 069 | 1,50 | 34 472 | −0,16 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1 948 | 0,46 | 166 | 3,75 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 5 513 | 0,04 | 491 | −1,41 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 76 146 | 14,80 | 6 782 | 13,04 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 30 542 | 9,89 | 2 720 | 8,11 | ||||
| 2025-08-14 | 13F | Bank of Marin | 4 432 | 395 | ||||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 28 266 | 4,73 | 2 517 | 3,03 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 49 467 | 2,59 | 4 479 | 4,26 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 783 | 43,14 | 70 | 40,82 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 8 350 | 0,45 | 744 | −1,20 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 44 599 | 67,26 | 3 972 | 64,50 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 74 678 | 11,29 | 7 | 0,00 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 1 234 677 | 0,41 | 109 960 | −1,24 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 39 654 | 1,85 | 3 532 | 0,20 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 2 313 | 0,96 | 206 | −0,48 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 57 716 | 5,48 | 5 140 | 3,75 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 2 910 | 259 | ||||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 12 525 | 6,62 | 1 115 | 4,89 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 5 379 | 0,47 | 479 | −1,03 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 315 178 | 0,59 | 28 070 | −1,05 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 153 331 | 1,50 | 13 654 | −0,15 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 26 790 | 2 386 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 656 | 18,99 | 682 | 18,85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 657 771 | 0,09 | 58 580 | −1,54 | ||||
| 2025-07-29 | 13F | Creekside Partners | 33 206 | 0,73 | 2 957 | −0,90 | ||||
| 2025-07-29 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 79 525 | 0,81 | 7 103 | −4,10 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 43 933 | 11,20 | 3 913 | 9,37 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 35 554 | 1,77 | 3 166 | 0,09 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 5 169 | 460 | ||||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 2 398 | 214 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 9 412 | −2,51 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 120 | 380,00 | 11 | 400,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 875 642 | 77 985 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 12 188 | 140,87 | 1 085 | 136,90 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7 617 | 1,20 | 840 | 7,15 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 3 259 | 0,37 | 290 | −1,36 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 65 801 | 5 860 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 2 510 | 224 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 191 773 | 9,64 | 17 079 | 7,85 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 11 552 | 0,13 | 1 029 | −1,53 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 15 120 | 1 347 | ||||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 195 605 | 623,10 | 17 421 | 611,31 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 78 364 | 6,82 | 6 979 | 5,07 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 8 975 | 8,91 | 799 | 7,10 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 2 455 | 219 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 13 808 | 1,34 | 1 230 | −0,32 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 207 222 | 154,68 | 7 386 | 0,26 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 2 335 | 208 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 25 396 | 3,06 | 2 262 | 1,34 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 87 398 | 10,95 | 7 784 | 9,13 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 124 004 | 6,62 | 11 | 10,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 285 391 | 0,73 | 292 597 | −0,92 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 2 473 | 222 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 80 736 | 5,64 | 7 190 | 3,92 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 185 434 | 27,46 | 16 515 | 25,37 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 9 593 | 1,23 | 854 | −0,35 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 15 816 | 8,89 | 1 409 | 7,07 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 001 170 | 1 568,09 | 89 164 | 1 554,56 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 23 852 | 7,45 | 2 124 | 5,72 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 29 466 | 33,43 | 2 624 | 32,66 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 305 984 | 3,26 | 27 251 | 1,57 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 43 679 | 3,56 | 3 890 | 1,89 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 79 555 | 3,41 | 7 085 | 1,72 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 24 507 | 3,48 | 2 183 | 1,77 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 383 482 | 34,91 | 34 153 | 32,72 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 15 086 | 3,59 | 1 344 | 1,90 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 21 949 | 0,06 | 1 955 | −1,61 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 73 | 2,82 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Nuveen, LLC | 158 583 | 14 123 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8 778 198 | 2,53 | 781 786 | 0,86 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 6 654 | 110,10 | 597 | 108,39 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 34 378 | 8 806,22 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 30 431 | 1,19 | 2 710 | −0,44 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 9 214 | 1,09 | 821 | −0,61 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 33 624 | 2 995 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 27 964 | 2,67 | 2 490 | 1,01 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 7 614 | 4,33 | 678 | 2,73 | ||||
| 2025-08-08 | 13F | Chandler Asset Management, Inc. | 379 853 | 0,41 | 33 830 | −1,23 | ||||
| 2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 27 827 | 7,75 | 2 486 | 2,47 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 18 973 | 0,41 | 1 690 | −1,23 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 838 866 | 23,17 | 64 930 | 5,40 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 4 966 | 442 | ||||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 4 597 | 0,99 | 409 | −0,73 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 2 838 | 0,46 | 253 | −1,18 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 23 974 | 5,85 | 2 135 | 4,15 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10 113 178 | 5,97 | 900 680 | 4,24 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 266 231 | 3,31 | 23 710 | 1,62 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 48 670 | 0,66 | 4 335 | −0,98 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 359 | 3,46 | 210 | 1,94 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 278 | 22,47 | 25 | 25,00 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 596 696 | 53 142 | ||||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2 583 | 1,18 | 232 | 0,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 31 143 | 6,47 | 2 774 | 4,72 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 684 | 56,16 | 61 | 53,85 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 747 315 | 2,40 | 67 | 0,00 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 47 136 | 19,24 | 4 198 | 17,27 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 18 214 | 33,42 | 1 622 | 31,23 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 14 894 | 1,09 | 1 326 | −0,60 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 116 717 | 1 482,17 | 10 395 | 1 458,32 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 4 137 | 1,47 | 368 | −0,27 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 242 827 | 3,64 | 21 626 | 1,91 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 82 416 | 1 084,82 | 7 340 | 1 066,77 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 11 375 | 3,02 | 1 013 | 1,30 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 5 288 | 6,29 | 471 | 4,44 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 23 178 | 6,75 | 2 064 | 5,04 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 6 306 | 0,10 | 562 | −1,58 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 145 051 | 1,61 | 12 918 | −0,05 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 24 150 | 1,55 | 2 151 | −0,14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 31 479 | 3,31 | 2 804 | 3,28 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 4 256 152 | 1,98 | 379 053 | 0,31 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 14 436 154 | 4,17 | 1 285 684 | 2,46 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 13 788 | 26,36 | 1 228 | 24,19 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 39 547 | 5,04 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 2 254 | 0,94 | 201 | −0,99 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 2 527 | 7,76 | 225 | 6,13 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 20 901 | 16,50 | 1 861 | 14,59 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 31 895 | 2,22 | 2 841 | 0,57 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 5 076 | 0,97 | 452 | −0,66 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 3 051 | 0,69 | 272 | −1,09 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 3 842 | 0,95 | 342 | −0,58 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6 992 | 0,89 | 633 | 2,59 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 3 430 | 0,47 | 305 | −1,29 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 94 497 | 8,72 | 8 416 | 6,94 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 5 506 | 66,80 | 490 | 64,43 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 7 729 | 688 | ||||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 29 153 | 5,82 | 2 596 | 4,09 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 3 959 | 0,41 | 353 | −1,12 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 19 428 | 20,49 | 1 730 | 18,57 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 24 937 | 172,68 | 865 | 4,59 | ||||
| 2025-07-21 | 13F | Whelan Financial | 254 697 | 0,84 | 22 683 | −0,80 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16 075 | 0,78 | 1 432 | −0,90 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 55 545 | 19,67 | 4 951 | 17,82 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 4 525 | 9,70 | 403 | 7,77 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15 394 | 2,94 | 1 371 | 1,33 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 161 | 0,62 | 14 | 0,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 11 230 | 3,14 | 1 000 | 1,52 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 2 865 | 0,99 | 255 | −0,39 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 387 | 6,91 | 34 | 6,25 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 28 318 | 13,34 | 2 522 | −1,37 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 4 550 | 3,79 | 405 | 2,27 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 20 240 | 0,06 | 1 803 | −1,58 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 14 171 | 30,81 | 1 262 | 28,78 | ||||
| 2025-07-31 | 13F | CNB Bank | 1 003 | 36,83 | 89 | 34,85 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 2 257 | 201 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15 440 | 23,03 | 1 375 | 21,04 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 772 100 | 0,29 | 246 883 | −1,34 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 150 | 614,29 | 13 | 1 200,00 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 30 613 | 2 726 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 46 243 | 4 118 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 73 912 | 11,18 | 6 682 | 11,76 | ||||
| 2025-09-03 | 13F | American Trust | 10 914 | 972 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 493 | 133,65 | 0 | |||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 35 364 | 0,51 | 3 150 | −1,13 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 2 780 | 5,99 | 248 | 4,22 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 20 180 | 0,29 | 1 797 | −1,32 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 9 986 | 21,12 | 889 | 19,17 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 19 075 | 1 699 | ||||||
| 2025-07-16 | 13F | Novem Group | 25 935 | 7,40 | 2 310 | 5,63 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 3 639 | 25,22 | 324 | 23,19 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 2 338 | 0,39 | 215 | 5,42 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 13 886 | 34,37 | 1 237 | 32,19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 461 883 | 13,36 | 41 241 | 11,72 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 2 826 | 5,33 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 9 199 | 1,47 | 819 | −0,12 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 29 636 | 4,79 | 2 639 | 3,09 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 9 812 | 0,07 | 874 | −1,58 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1 606 565 | 9,25 | 143 081 | 7,46 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 2 263 | 0,31 | 202 | −1,47 | ||||
| 2025-08-15 | 13F | State of Tennessee, Treasury Department | 2 111 185 | 2,84 | 188 022 | 1,16 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 2 929 | 0,10 | 261 | −1,52 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 14 891 | 4,89 | 1 326 | 3,19 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 22 872 | 6,47 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 10 841 | 9,72 | 965 | 7,94 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 7 553 | 1,03 | 673 | −0,59 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 37 | 94,74 | 0 | |||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1 897 | 0 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 4 886 | 0,06 | 435 | −1,58 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 912 | 3,75 | 81 | 2,53 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 28 787 | 7 007,90 | 2 564 | 7 019,44 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 285 678 | 2,18 | 25 442 | 0,51 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 6 717 | 0,42 | 598 | −1,16 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 13 997 | 6,95 | 1 247 | 5,24 | ||||
| 2025-07-29 | 13F | First National Bank of Hutchinson | 6 867 | 0,39 | 612 | −1,29 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 53 420 | 18,83 | 4 758 | 16,88 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 16 442 | 1 464 | ||||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 6 037 | 2,57 | 1 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 18 569 | 0,63 | 1 654 | −1,02 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 5 906 | 6 390,11 | 1 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9 090 | 28,70 | 834 | 35,67 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 215 562 | 2,15 | 19 198 | 0,48 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6 574 | 585 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 10 839 | 965 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 130 239 | 11 599 | ||||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 49 843 | 17,84 | 4 439 | 15,93 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 22 957 | 7,87 | 2 079 | 9,66 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 18 083 | 27,49 | 1 610 | 25,39 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 33 953 | 10,14 | 3 024 | 8,35 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 167 957 | 17,08 | 14 958 | 15,17 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 566 | 223,43 | 0 | |||||
| 2025-08-08 | 13F | Croban | 16 606 | 2,12 | 1 479 | 0,41 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 8 273 | 0,57 | 737 | −1,08 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 84 | 1,20 | 7 | 0,00 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 76 531 | 0,03 | 6 816 | −1,60 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 33 803 | 1,63 | 3 010 | −0,03 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 6 964 | 13,36 | 620 | 11,51 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 3 712 | 0,90 | 330 | −0,90 | ||||
| 2025-08-01 | 13F | Motco | 7 989 | 18,41 | 712 | 16,72 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 443 775 | 24,39 | 39 523 | 22,35 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 54 770 | 12,51 | 4 878 | 10,66 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 367 | 0,82 | 33 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | Put | 80 800 | 7 196 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 782 135 | 9,70 | 158 717 | 7,91 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 159 229 | 2,64 | 14 181 | 0,95 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 5 659 | 16,01 | 504 | 14,06 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3 618 | 36,12 | 322 | 34,17 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 11 920 | 0,57 | 1 062 | −1,12 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 25 173 | 2,49 | 2 242 | 0,81 | ||||
| 2025-08-13 | 13F | Dai-ichi Life Holdings, Inc. | 64 236 | 3,12 | 5 684 | 1,72 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 261 667 | 11,35 | 23 304 | 9,53 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 4 529 | 21,10 | 403 | 19,23 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 3 132 | 12,14 | 279 | 10,32 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9 803 | 2,33 | 873 | 0,69 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 10 018 | 7,45 | 892 | 5,69 |
