Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Index Funds - Vanguard Mid-Cap ETF inkluderar Midwest Trust Co, Glenmede Investment Management, LP, Kingstone Capital Partners Texas, LLC, Tribridge Partners Financial LLC, Petredis Investment Advisors Llc, Mustico Financial Group, Inc., Valpey Financial Services, LLC, Fund Evaluation Group, LLC, First Commonwealth Financial Corp /pa/, Red Cedar Investment Management, Llc, 21 West Wealth Management LLC, LOM Asset Management Ltd, Maia Wealth LLC, RMG Wealth Management LLC, BCS Private Wealth Management, Inc., TT Capital Management LLC, Balanced Rock Investment Advisor, Winthrop Advisory Group LLC, Horizon Bancorp Inc /in/, och Midwestern Financial, LLC /IA .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 57 084 | 1,13 | 16 | 14,29 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 2 722 | 762 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 319 | 13,24 | 930 | 22,85 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5 519 | 33,70 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 1 127 | 1,71 | 315 | 10,14 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 4 028 | 386,47 | 1 127 | 426,64 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 99 853 | 28,42 | 27 942 | 38,95 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 128 273 | 2,03 | 36 202 | 26,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11 573 | 10,02 | 3 238 | 19,00 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 16 790 | 6,62 | 4 706 | 15,55 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1 566 | 17,30 | 438 | 26,96 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 3 177 | 18,77 | 894 | 39,69 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 67 797 | 1,88 | 19 044 | 10,66 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 5 303 | 4,02 | 1 484 | 12,59 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 716 | 41,22 | 200 | 52,67 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 34 620 | 0,62 | 9 688 | 8,87 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 36 473 | 4,37 | 10 206 | 12,94 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2 269 | 39,46 | 635 | 50,95 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 8 484 | 8,39 | 2 374 | 17,24 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 6 959 | 2,22 | 1 947 | 10,63 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26 744 | 87,48 | 7 484 | 102,02 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 3 050 | 1,23 | 853 | 9,50 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 159 432 | 9,52 | 44 614 | 18,50 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 2 378 | 29,31 | 665 | 40,00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 7 851 | 5 277,40 | 2 197 | −29,73 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27 086 | 9,78 | 7 579 | 18,79 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 2 449 | 7,51 | 685 | 16,30 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7 014 | 18,22 | 1 963 | 27,90 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 20 595 | 3,37 | 5 763 | 11,84 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 51 935 | 69,37 | 14 533 | 83,25 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 1 906 | 68,23 | 533 | 81,91 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 9 623 | 29,87 | 2 693 | 40,50 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6 534 | 4,73 | 1 884 | 16,74 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 5 345 | 0,02 | 1 496 | 8,18 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 174 811 | 31,97 | 48 782 | 43,24 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 832 | 6,26 | 233 | 14,85 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 30 616 | 0,92 | 8 567 | 9,20 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 45 095 | 3,68 | 12 619 | 12,18 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 142 232 | 1 168,57 | 39 801 | 1 272,89 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 16 537 | 5,56 | 4 277 | −0,60 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 166 | 46 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 22 014 | 0,33 | 6 160 | 8,57 | ||||
| 2025-08-12 | 13F | Bokf, Na | 80 453 | 7,75 | 22 513 | 16,59 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 8 077 | 10,01 | 2 269 | 19,49 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 2 365 | 8,49 | 662 | 17,41 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 57 567 | 4,97 | 16 109 | 13,58 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 52 614 | 29,36 | 14 723 | 39,97 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 12 219 | 4,63 | 3 419 | 13,21 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 7 752 | 1,52 | 2 169 | 9,88 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 79 747 | 2,10 | 22 316 | 10,48 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 9 520 | 2,11 | 2 664 | 10,49 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 1 218 | 32,39 | 341 | 43,46 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 4 583 | 20,38 | 1 283 | 30,39 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 268 263 | 1,27 | 75 068 | 9,58 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 679 323 | 3,80 | 190 095 | 12,31 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 13 175 | 4,27 | 3 687 | 12,83 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 729 | 204 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 40 920 | 3,04 | 11 494 | 11,92 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 51 585 | 2,32 | 14 435 | 23,23 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 9 398 | 3,48 | 2 630 | 11,97 | ||||
| 2025-07-28 | 13F | Essex LLC | 5 356 | 562,87 | 1 499 | 620,19 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 13 537 | 0,32 | 3 788 | 8,57 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 126 681 | 0,47 | 35 451 | 8,71 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 564 980 | 4 275,01 | 717 758 | 4 633,93 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 3 377 | 31,76 | 945 | 42,60 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 1 803 | 18,54 | 520 | 38,40 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 352 513 | 3,70 | 98 659 | 12,22 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 8 834 | 175,37 | 2 472 | 198,19 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1 560 | 40,54 | 437 | 51,92 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 9 047 | 40,72 | 2 532 | 52,29 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 650 | 4,43 | 462 | 12,99 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 810 | 0 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 926 | 7,67 | 259 | 16,67 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 29 207 | 8 304 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 2 656 | 41,88 | 743 | 53,51 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 6 918 | 1 969 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 44 328 | 4,32 | 12 404 | 12,88 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 878 | 805 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3 743 | 5,08 | 1 047 | 13,68 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 140 650 | 3,05 | 39 358 | 11,51 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 3 261 | 8,37 | 913 | 17,22 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 68 228 | 1,46 | 19 092 | 9,79 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 431 | 6,16 | 121 | 14,29 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 30 417 | 591,92 | 8 512 | 649,21 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 13 476 | 125,80 | 3 771 | 144,33 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 2 534 | 3,64 | 712 | 12,50 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 68 384 | 4,06 | 19 136 | 12,59 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 428 | 39,73 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 89 913 | 0,02 | 25 160 | 8,22 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 724 | 203 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 848 | 1,19 | 237 | 9,72 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 32 504 | 3,78 | 9 096 | 12,30 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 70 985 | 8,36 | 19 864 | 17,25 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 776 | 217 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 121 452 | 26,88 | 33 986 | 37,29 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 46 690 | 8,09 | 13 075 | 17,04 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1 397 | 8,72 | 391 | 17,47 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 041 443 | 0,12 | 2 250 237 | 8,34 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1 521 | 51,19 | 426 | 63,46 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 9 203 | 0,76 | 2 575 | 9,02 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 1 005 | 6,12 | 281 | 14,23 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 22 | 6 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 365 | 20,86 | 102 | 30,77 | ||||
| 2025-08-01 | 13F | First National Trust Co | 5 168 | 68,50 | 1 446 | 82,35 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 731 640 | 1,62 | 204 735 | 9,95 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 19 833 | 0,29 | 5 550 | 8,51 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 96 746 | 7,11 | 27 | 17,39 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 623 | 33,12 | 175 | 44,63 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 963 | 0,46 | 551 | 9,11 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 19 338 | 1,41 | 5 411 | 9,73 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 931 | 260 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 201 | 617,86 | 56 | 700,00 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4 679 | 15,56 | 1 309 | 25,02 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 71 598 | 4,67 | 20 035 | 13,26 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 31 208 | 0,69 | 8 733 | 8,95 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6 875 | 58,16 | 1 924 | 71,09 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2 480 | 31,63 | 694 | 42,30 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 86 019 | 8,13 | 24 163 | 17,45 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 14 538 | 3,73 | 4 068 | 12,25 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3 753 | 3,47 | 1 050 | 11,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 424 700 | 30,92 | 119 | 42,17 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 12 384 | 32,24 | 3 465 | 43,12 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 11 171 | 4,94 | 3 126 | 13,51 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 37 619 | 0,09 | 10 527 | 8,29 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 110 | 31 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 46 702 | 1,57 | 13 069 | 9,90 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 19 538 | 5,08 | 5 467 | 13,71 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 2 811 | 2,22 | 787 | 10,55 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 6 524 | 6,90 | 1 826 | 13,28 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 44 968 | 8,22 | 12 583 | 17,09 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 106 636 | 1,24 | 29 840 | 9,55 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 928 | 1,53 | 251 | 11,61 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 2 261 | 77,47 | 633 | 92,10 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 21 667 | 6,13 | 6 063 | 14,83 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 49 489 | 5,19 | 13 852 | 13,85 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 1 438 | 3,53 | 402 | 11,98 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 28 757 | 5,68 | 8 047 | 14,35 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 129 743 | 9,41 | 36 306 | 18,39 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1 862 | 29,85 | 523 | 41,08 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 1 171 | 2,63 | 328 | 11,22 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1 591 | 447 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 12 570 | 1,10 | 3 517 | 9,39 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 49 904 | 7,70 | 13 965 | 16,53 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 11 583 | 2,73 | 3 241 | 11,15 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 4 099 | 1 147 | ||||||
| 2025-08-12 | 13F | Ade, Llc | 995 | 278 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 454 | 740,74 | 127 | 876,92 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 10 244 | 22,95 | 2 867 | 33,05 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 799 124 | 103,66 | 223 786 | 120,53 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 31 349 | 12,03 | 8 772 | 21,23 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 770 | 215 | ||||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 16 118 | 6,44 | 4 510 | 15,17 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 10 946 | 4,34 | 3 063 | 12,90 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 3 671 | 1,35 | 1 027 | 9,72 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 11 621 | 394,72 | 3 252 | 435,58 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 2 716 | 24,13 | 760 | 34,51 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 32 746 | 0,50 | 9 194 | 9,10 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 1 014 | 0,40 | 286 | 11,72 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 122 | 34 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 8 905 | 30,19 | 2 492 | 40,87 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 7 453 | 6,90 | 1 927 | 4,67 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1 157 | 4,80 | 324 | 13,33 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 9 478 | 0,17 | 2 652 | 8,38 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 66 944 | 12,67 | 18 733 | 21,79 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 32 169 | 37,70 | 9 002 | 49,00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 17 808 | 10,93 | 4 983 | 20,04 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 4 334 | 19,16 | 1 213 | 28,94 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 37 089 | 2,23 | 10 350 | 10,32 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 3 029 | 3,27 | 848 | 11,74 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 39 009 | 1,70 | 10 916 | 10,03 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 2 756 | 3,88 | 771 | 12,39 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 7 898 | 3,05 | 2 210 | 11,50 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 1 681 | 470 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 193 818 | 14,90 | 54 | 25,58 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 632 | 36,50 | 177 | 47,90 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 30 121 | 3,62 | 8 429 | 12,12 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 473 570 | 2,51 | 971 848 | 10,90 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 1 520 | 3,12 | 428 | 12,07 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 3 208 | 898 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 18 155 | 12,25 | 5 085 | 21,57 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 2 491 | 2,34 | 697 | 11,88 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 27 | 8 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 5 470 | 5,39 | 1 531 | 14,01 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 894 | 250 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 767 | 215 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 9 813 | 21,40 | 2 746 | 31,34 | ||||
| 2025-08-08 | 13F | Red Cedar Investment Management, Llc | 10 950 | 3 064 | ||||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 1 345 | 0 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 250 168 | 0,07 | 70 004 | 8,27 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 719 | 203 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 237 | 10,35 | 1 465 | 19,40 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 14 804 | 1,20 | 4 143 | 9,49 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 11 399 | 1,80 | 3 190 | 10,16 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 889 | 13,97 | 249 | 23,38 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 3 596 | 1 006 | ||||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 52 023 | 1,80 | 14 557 | 10,16 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 54 299 | 180,59 | 15 253 | 204,80 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 83 131 | 1,78 | 23 263 | 10,13 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 793 | 7,85 | 2 791 | 5,60 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 777 | 488,64 | 217 | 538,24 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 5 050 | 10,79 | 1 413 | 19,95 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 813 | 231 | ||||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 056 | 0,09 | 295 | 8,46 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 142 798 | 12,71 | 39 959 | 21,95 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 52 108 | 51,86 | 14 637 | 64,94 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 26 257 | 1,91 | 7 355 | 10,35 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 54 722 | 3,49 | 15 313 | 11,97 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 16 394 | 9,29 | 4 587 | 18,25 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 1 274 | 356 | ||||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 2 760 | 86,11 | 773 | 101,57 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 1 022 | 286 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 1 837 | 514 | ||||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 11 340 | 0,89 | 3 173 | 9,19 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 1 572 | 3,97 | 440 | 12,53 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 40 656 | 10,80 | 11 377 | 19,89 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 31 060 | 0,93 | 8 692 | 9,21 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 044 | 31,98 | 292 | 43,14 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 94 714 | 29,36 | 26 504 | 39,96 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 15 354 | 2,34 | 4 297 | 10,72 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4 559 | 12,93 | 1 276 | 22,13 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28 222 | 5,59 | 7 897 | 14,25 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 158 115 | 12,38 | 44 257 | 21,63 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 24 397 | 10,05 | 6 827 | 19,07 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20 981 556 | 14,32 | 5 855 349 | 24,07 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 15 120 | 0,07 | 4 231 | 8,29 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 51 815 | 0,41 | 14 499 | 8,65 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 77 374 | 34,99 | 21 837 | 54,45 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 18 330 | 2,97 | 5 129 | 11,43 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 57 384 | 20,80 | 14 841 | 18,28 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9 564 | 251,88 | 2 698 | 304,35 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11 186 | 12,01 | 3 142 | 21,69 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 2 104 | 0,14 | 589 | 8,29 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 9 284 | 37,50 | 2 598 | 48,74 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 2 819 | 2,81 | 789 | 11,14 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 1 557 | 4,22 | 436 | 12,69 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 2 170 | 29,01 | 607 | 39,54 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 433 | 52,46 | 121 | 65,75 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 793 | 222 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 48 824 | 0,02 | 13 662 | 8,22 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 3 170 | 92,12 | 887 | 108,22 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 3 467 | 0,14 | 970 | 8,38 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 2 712 | 6,73 | 759 | 15,37 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 49 865 | 5,20 | 13 954 | 13,83 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 366 230 | 0,89 | 102 484 | 9,16 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 044 | 120,74 | 870 | 146,18 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 23 518 | 2,66 | 7 | 20,00 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 3 093 | 1,98 | 865 | 10,33 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 29 576 | 194,85 | 7 574 | 174,02 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 14 439 | 4,03 | 4 040 | 12,57 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 767 | 215 | ||||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 4 939 | 0,20 | 1 382 | 8,48 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 147 | 880,00 | 41 | 1 266,67 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1 087 | 12,88 | 304 | 22,09 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 42 406 | 3,03 | 11 912 | 11,90 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 10 660 | 6,53 | 2 983 | 15,26 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 187 020 | 3,07 | 52 334 | 11,52 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 8 412 | 7,09 | 2 354 | 15,85 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 26 799 | 8,49 | 7 499 | 17,39 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21 884 | 3,12 | 6 124 | 11,57 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 136 568 | 0,63 | 38 216 | 8,88 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 25 123 | 569,95 | 7 031 | 624,74 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 5 342 | 77,53 | 1 495 | 92,03 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 172 994 | 8,00 | 48 409 | 16,85 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 8 142 | 9,46 | 2 291 | 24,92 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 1 956 | 58,12 | 547 | 71,47 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 8 688 | 1,65 | 2 431 | 10,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 290 919 | 5,50 | 81 408 | 14,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 24 779 833 | 3,41 | 6 934 141 | 11,89 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 1 800 | 504 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 14 008 | 12,72 | 3 920 | 21,97 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 48 282 | 3,54 | 13 511 | 12,03 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 14 668 | 11,01 | 4 120 | 20,57 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 210 | 57 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 189 | 53 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 104 576 | 2,63 | 29 264 | 11,04 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 129 | 84,29 | 36 | 100,00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 25 049 | 3,00 | 7 010 | 11,45 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3 425 | 958 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 20 600 | 232,26 | 5 764 | 259,58 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 67 395 | 3,23 | 18 859 | 11,70 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 36 107 | 1,70 | 10 104 | 10,03 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 34 120 | 0,66 | 9 752 | 12,30 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1 226 | 343 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1 609 | 61,71 | 463 | 86,29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 77 887 | 10,98 | 21 795 | 20,08 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 7 294 | 2,47 | 2 041 | 10,92 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 98 950 | 1,92 | 27 688 | 10,28 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2 782 | 33,30 | 778 | 44,34 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 13 898 | 1,27 | 3 904 | 9,97 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 13 655 | 1,61 | 3 821 | 9,96 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 22 287 | 101,97 | 6 237 | 118,58 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 760 | 213 | ||||||
| 2025-04-11 | 13F | LPF Advisors LLC | 1 126 | 0,18 | 291 | −1,69 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 10 866 | 71,20 | 3 041 | 85,25 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 3 201 | 0,06 | 896 | 8,22 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 980 | 6,75 | 274 | 15,61 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 13 900 | 0,98 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 760 | 213 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 1 115 | 312 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 69 845 | 4,84 | 19 545 | 13,44 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 8 168 | 0,46 | 2 286 | 8,71 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 7 133 | 1 996 | ||||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 15 280 | 4 276 | ||||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 18 024 | 3,09 | 5 044 | 11,55 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 768 | 215 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 2 750 | 310,45 | 770 | 8,16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 305 492 | 11,89 | 85 486 | 21,06 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 15 799 | 16,03 | 4 421 | 25,56 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 321 485 | 4,92 | 89 961 | 13,53 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 4 464 | 25,36 | 1 249 | 35,76 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 915 | 4,93 | 536 | 13,59 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 28 214 | 408,54 | 7 895 | 450,56 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 56 640 | 2,44 | 15 850 | 10,85 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 44 355 | 40,31 | 12 430 | 51,93 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8 720 | 20,56 | 2 440 | 30,48 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 187 | 48 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 7 839 | 28,40 | 2 194 | 38,97 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 6 366 | 2,59 | 1 782 | 11,03 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 49 506 | 1,60 | 13 853 | 9,94 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 267 | 1 470,59 | 75 | 1 750,00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 6 820 | 0,78 | 1 908 | 9,03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 26 566 | 1 943,54 | 7 434 | 2 112,20 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 923 | 44,79 | 1 378 | 56,66 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 103 305 | 27,19 | 28 908 | 39,80 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20 847 | 81,44 | 5 833 | 95,67 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 6 368 | 2,53 | 1 782 | 10,90 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 765 000 | 17,08 | 214 070 | 26,68 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 2 600 | 28,52 | 728 | 39,01 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 39 797 | 3,26 | 11 136 | 11,74 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 437 | 1,28 | 1 242 | 9,53 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 216 223 | 11,07 | 61 327 | 21,82 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 19 609 | 35,52 | 5 487 | 46,67 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 60 200 | 3,08 | 16 846 | 11,53 | |||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 28 616 | 15,42 | 8 038 | 30,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 12 000 | 96,72 | 3 358 | 112,87 | |||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 29 057 | 1,07 | 8 131 | 9,38 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 170 804 | 8,07 | 47 796 | 16,93 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 075 | 1 360,89 | 3 659 | 1 450,00 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 750 | 210 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 57 299 | 58,32 | 16 034 | 71,31 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 9 586 | 0,48 | 2 682 | 8,72 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 8 986 | 3,63 | 2 515 | 12,13 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 239 614 | 3,73 | 67 051 | 12,24 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 46 699 | 4,26 | 13 068 | 12,81 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 3 765 | 12,89 | 1 054 | 22,16 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 39 013 | 58,06 | 10 917 | 71,03 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3 261 | 21,09 | 913 | 31,03 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 890 | 249 | ||||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 56 603 | 11,09 | 15 839 | 20,20 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 18 888 | 11,31 | 5 285 | 20,44 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 935 | 1,30 | 262 | 9,66 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 4 352 | 0,02 | 1 218 | 8,18 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 277 129 | 2,97 | 77 552 | 11,42 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 1 096 310 | 27,44 | 306 781 | 37,89 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 811 | 227 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 9 827 | 14,83 | 2 750 | 24,22 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 425 | 84,78 | 119 | 101,69 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7 299 | 2,03 | 2 | 100,00 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 12 782 | 0,98 | 3 577 | 9,26 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 6 274 | 5,41 | 1 623 | −0,92 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 691 819 | 0,80 | 193 593 | 9,06 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 8 614 | 2,16 | 2 410 | 10,55 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 070 | 299 | ||||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 23 801 | 25,40 | 6 660 | 35,70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 867 | 229 | ||||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 92 806 | 0,02 | 25 970 | 8,22 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 117 149 | 5,22 | 32 782 | 13,85 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 25 369 | 2,52 | 7 099 | 10,94 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 100 | 900,00 | 28 | 1 250,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 3 419 | 6,64 | 957 | 15,32 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 271 | 1,12 | 76 | 8,70 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 48 071 | 2,96 | 13 452 | 11,40 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 10 650 | 4,26 | 2 980 | 12,84 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 80 403 | 10,96 | 22 499 | 20,07 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 363 792 | 5,86 | 101 800 | 14,54 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 1 780 | 498 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 11 285 | 2,28 | 3 158 | 10,66 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 5 020 | 18,70 | 1 405 | 28,45 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 39 | 11,43 | 11 | 22,22 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 17 255 275 | 3,79 | 4 828 544 | 12,30 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 9 644 | 0,78 | 2 699 | 9,05 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 2 717 | 8,03 | 760 | 17,65 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 941 545 | 18,28 | 263 473 | 27,98 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 10 647 | 5,82 | 3 065 | 16,81 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 486 809 | 11,32 | 136 224 | 20,44 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 16 544 | 0,53 | 4 279 | −1,56 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 586 | 6,74 | 0 | |||||
| 2025-08-11 | 13F | Intrust Bank Na | 67 918 | 14,39 | 19 005 | 23,77 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 47 609 | 3,96 | 13 322 | 12,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 36 679 | 3,10 | 10 264 | 9,22 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 41 038 | 3,16 | 11 582 | 24,28 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 15 606 | 101,16 | 4 367 | 117,70 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 1 944 | 10,39 | 544 | 19,34 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 82 570 | 9,92 | 23 106 | 18,93 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 1 286 | 2,88 | 361 | 12,11 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 64 110 | 8,19 | 18 | 20,00 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 1 082 | 303 | ||||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 1 081 | 1,41 | 302 | 9,82 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 322 | 39,39 | 90 | 52,54 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 2 375 | 9,20 | 665 | 18,15 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 43 284 | 5,63 | 12 112 | 14,30 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 6 562 | 1,47 | 1 836 | 9,81 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4 152 | 22,99 | 1 162 | 32,99 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 133 717 | 52,95 | 37 418 | 65,50 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 843 | 236 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 15 311 | 4 284 | ||||||
| 2025-07-17 | 13F | Blossom Wealth Management | 3 401 | 4,42 | 952 | 12,95 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 997 | 4,95 | 279 | 13,47 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1 154 | 8,15 | 323 | 17,09 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 538 132 | 0,82 | 150 585 | 9,09 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 49 883 | 66,43 | 13 959 | 80,08 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 1 477 | 2,78 | 382 | 0,53 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 17 496 | 0,42 | 4 896 | 8,66 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 863 | 242 | ||||||
| 2025-08-13 | 13F | Boston Family Office Llc | 9 006 | 13,11 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 2 045 | 0,99 | 580 | 10,71 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3 658 | 0,41 | 1 024 | 8,60 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 480 | 3,42 | 1 254 | 11,88 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 772 | 216 | ||||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 1 226 | 343 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 21 052 | 1,97 | 5 891 | 10,32 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 7 214 | 41,09 | 2 019 | 52,65 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 40 | 11 | ||||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 2 948 | 4,28 | 825 | 12,72 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 1 058 | 296 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 88 | 79,59 | 25 | 100,00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1 193 | 22,48 | 334 | 32,14 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 281 | 14,23 | 79 | 21,88 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 846 877 | 489,89 | 236 982 | 538,26 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 904 | 1,65 | 816 | 10,43 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 921 472 | 16,27 | 258 329 | 26,03 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 1 566 | 12,10 | 438 | 21,33 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1 735 | 0,41 | 485 | 8,74 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 58 805 | 2,42 | 16 455 | 10,82 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 9 094 | 2,90 | 2 545 | 11,33 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 1 190 | 1,19 | 333 | 9,21 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 63 264 | 2,54 | 17 703 | 10,95 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 2 705 | 37,10 | 757 | 48,24 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 46 558 | 9,57 | 13 205 | 20,18 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 71 124 | 0,98 | 19 980 | 9,68 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 33 628 | 7,09 | 9 410 | 15,89 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 75 239 | 4,44 | 21 054 | 13,01 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26 494 | 9,89 | 7 414 | 18,89 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 12 826 | 0,02 | 3 317 | −5,82 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 2 728 | 44,26 | 764 | 56,03 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 3 680 | 4,46 | 1 030 | 12,95 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 2 402 | 184,93 | 676 | 206,82 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 54 930 | 1,37 | 15 371 | 9,69 | ||||
| 2025-08-14 | 13F | Comerica Bank | 197 230 | 2,02 | 55 191 | 10,39 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 9 977 | 1,08 | 2 792 | 9,37 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 4 944 | 3,28 | 1 383 | 11,71 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 2 165 | 0,84 | 606 | 9,01 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 12 786 | 2,10 | 3 578 | 10,47 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 1 830 | 6,64 | 512 | 15,58 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 104 595 | 178,87 | 29 269 | 201,73 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 830 | 0,73 | 232 | 8,92 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 14 820 | 18,58 | 4 147 | 28,31 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 733 | 205 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 9 655 | 64,03 | 2 702 | 77,46 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3 674 | 14,31 | 1 028 | 23,59 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 10 353 | 2,12 | 3 | 0,00 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 3 864 | 999 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 18 105 | 1,79 | 5 | 25,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 19 040 | 10,62 | 5 328 | 19,68 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 10 988 | 1,98 | 3 075 | 10,34 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 33 943 | 2,21 | 9 498 | 10,60 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 62 084 | 21,51 | 17 373 | 31,48 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 8 552 | 114,71 | 2 393 | 132,33 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 8 661 | 3,77 | 2 424 | 12,28 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 82 993 | 11,10 | 23 224 | 20,21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 88 965 | 2,11 | 25 | 9,09 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 1 331 | 2,86 | 372 | 11,38 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 11 085 | 8,17 | 3 102 | 17,02 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 945 | 14,82 | 264 | 24,53 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 1 633 | 54,20 | 457 | 67,03 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5 598 | 2 | ||||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 7 487 | 0,40 | 2 095 | 8,66 | ||||
| 2025-07-18 | 13F | jvl associates llc | 54 401 | 14,18 | 15 223 | 23,55 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 698 | 54,22 | 475 | 67,25 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 916 | 0,22 | 256 | 8,47 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4 550 | 28,28 | 1 300 | 48,91 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 40 519 | 1,34 | 11 338 | 9,65 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 8 369 | 479,17 | 2 342 | 527,61 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 136 312 | 2,01 | 38 144 | 10,38 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 21 818 | 0,20 | 6 105 | 8,42 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 7 477 | 1,12 | 2 092 | 9,41 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 4 250 | 17,60 | 1 196 | 27,64 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 9 638 | 4,94 | 2 793 | 17,56 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3 629 | 1 019 | ||||||
| 2025-07-23 | 13F | Hardy Reed LLC | 1 643 | 0,18 | 460 | 8,25 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 9 312 | 0,34 | 2 606 | 8,54 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 21 577 | 0,71 | 6 038 | 8,97 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 4 823 | 1 355 | ||||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 228 910 | 12,32 | 64 056 | 21,53 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2 565 | 0,12 | 718 | 8,31 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 300 | 84 | ||||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 753 | 211 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 6 | 2 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 39 | 680,00 | 11 | 900,00 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 5 434 | 0,57 | 1 521 | 8,80 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 1 148 | 4,55 | 321 | 13,43 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 16 230 | 7,58 | 4 542 | 16,41 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 44 504 | 40,47 | 12 454 | 52,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 42 174 | 137,87 | 11 802 | 157,38 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 29 168 | 1,56 | 8 162 | 9,88 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 360 503 | 1,48 | 103 771 | 12,18 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 79 889 | 16,54 | 22 355 | 26,11 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 9 890 | 2,91 | 2 768 | 11,35 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 1 918 | 2,18 | 537 | 10,52 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 1 758 | 0,29 | 492 | 8,39 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 17 288 | 3,73 | 4 838 | 12,23 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1 026 | 287 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 293 | 4,27 | 923 | 12,85 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 69 107 | 0,49 | 19 338 | 8,74 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 16 808 | 3,32 | 4 703 | 11,79 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 450 | 1 403,07 | 685 | 1 530,95 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 1 798 | 1,64 | 503 | 10,07 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 167 | 47 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 2 761 367 | 13,73 | 773 | 23,13 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 326 | 91 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 477 | 0,04 | 693 | 8,28 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 42 625 | 3,74 | 11 370 | 12,45 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 313 782 | 0,40 | 87 806 | 8,63 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 29 287 | 4,75 | 8 195 | 13,35 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 217 920 | 8,83 | 340 830 | 17,76 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 634 | 325,92 | 1 297 | 378,23 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 403 | 17,84 | 113 | 27,27 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 2 540 | 3,55 | 711 | 11,99 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 592 | 1,73 | 445 | 10,15 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 1 102 | 40,20 | 308 | 51,72 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 151 514 | 2,37 | 43 142 | 13,78 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 4 450 | 1 | ||||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 736 | 206 | ||||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 760 | 213 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6 114 | 3,96 | 1 711 | 12,43 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 24 914 | 1,51 | 6 972 | 9,83 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 797 | 223 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 10 079 | 2,89 | 2 820 | 11,33 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 225 517 | 1,94 | 63 | 10,53 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 167 059 | 3,35 | 46 748 | 11,83 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 77 220 | 10,09 | 21 609 | 19,12 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 126 982 | 3,74 | 35 533 | 12,24 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 174 123 | 3,66 | 48 725 | 12,16 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 1 033 | 1,87 | 289 | 10,31 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 28 475 | 3,80 | 7 968 | 12,32 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 2 056 | 1,83 | 575 | 10,15 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 458 | 15,56 | 688 | 24,91 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 495 | 3,99 | 139 | 13,01 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 237 208 | 2,64 | 66 757 | 10,29 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 2 198 | 12,37 | 1 | |||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 3 080 | 10,63 | 862 | 19,75 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 27 307 | 95,71 | 7 641 | 111,78 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 5 922 | 0,39 | 1 657 | 8,66 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 140 617 | 0,73 | 39 349 | 8,99 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 497 | 1,55 | 1 538 | 9,94 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 7 959 | 5,18 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4 400 | 22,22 | 1 231 | 32,22 | |||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 19 115 | 4,41 | 5 349 | 12,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 4 800 | 33,33 | 1 343 | 44,25 | |||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 3 628 | 1 019 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 41 139 | 2,78 | 11 512 | 11,21 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 666 862 | 4,31 | 466 438 | 27,72 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 70 342 | 2,46 | 19 758 | 11,28 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 771 | 216 | ||||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 35 633 | 45,61 | 9 971 | 57,57 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 1 880 | 39,26 | 526 | 50,72 | ||||
| 2025-08-14 | 13F | Betterment LLC | 244 121 | 77,26 | 68 | 94,29 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 758 | 5,28 | 212 | 13,98 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 47 715 | 4,36 | 13 352 | 12,91 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 6 | 2 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 5 089 | 0,97 | 1 424 | 9,29 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 53 197 | 4,92 | 15 072 | 22,02 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 80 151 | 13,71 | 22 429 | 23,03 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 1 320 | 0,46 | 341 | 11 266,67 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 3 936 | 0,36 | 1 111 | 9,14 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 34 436 | 26,33 | 9 636 | 36,70 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 430 611 | 2,34 | 400 328 | 12,73 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 18 082 | 5,49 | 5 060 | 14,15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 709 460 | 10,38 | 478 358 | 19,43 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 75 874 | 10 098,12 | 21 232 | 10 900,52 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 5 662 | 2,31 | 1 584 | 10,69 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 8 832 | 2 471 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 28 423 | 5,20 | 7 954 | 13,83 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 38 619 | 1,90 | 10 807 | 10,25 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 16 750 | 0,24 | 4 687 | 8,47 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 29 557 | 727,23 | 8 271 | 795,99 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 932 | 261 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 44 470 | 0,08 | 12 444 | 8,29 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 39 701 | 0,05 | 11 089 | 8,20 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 3 452 | 30,02 | 966 | 40,82 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 106 536 | 25 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6 568 668 | 6,18 | 1 838 110 | 14,89 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 6 197 | 23,37 | 1 734 | 33,49 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 3 452 | 7,07 | 966 | 15,97 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 152 497 | 1,78 | 42 835 | 10,54 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 34 395 | 5,93 | 9 625 | 120 200,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 39 267 | 9,34 | 10 988 | 18,32 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 18 291 | 4,56 | 5 118 | 13,13 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4 685 | 28,25 | 1 311 | 38,77 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 538 967 | 23,96 | 150 819 | 34,13 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 753 | 211 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 37 439 | 1,85 | 10 477 | 10,20 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 71 | 18,33 | 20 | 26,67 | ||||
| 2025-08-13 | 13F | Miramar Capital, LLC | 1 428 | 400 | ||||||
| 2025-08-13 | 13F | Advisory Research Inc | 4 902 | 4,56 | 1 372 | 13,12 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 110 266 | 25,08 | 30 856 | 35,34 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 4 360 | 0,41 | 1 220 | 8,73 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 835 | 0,44 | 515 | 9,11 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 50 835 | 5 988,02 | 14 225 | 6 516,28 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 26 890 | 1 155,37 | 7 527 | 1 260,94 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9 063 | 1,75 | 2 536 | 10,12 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 35 | 10 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 361 | 27,75 | 941 | 38,24 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 3 | 1 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 15 368 | 1,40 | 4 301 | 9,72 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 219 083 | 5,54 | 61 306 | 14,20 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 24 660 | 4,21 | 6 901 | 12,76 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 2 092 | 585 | ||||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 7 182 | 16,44 | 2 010 | 33,75 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 1 429 | 400 | ||||||
| 2025-08-08 | 13F | Creative Planning | 8 406 520 | 2,37 | 2 352 397 | 10,76 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1 650 | 8,20 | 466 | 18,02 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 30 238 | 1,07 | 8 462 | 9,36 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 2 639 | 103,78 | 738 | 120,96 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 27 252 | 4,56 | 7 626 | 13,13 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 1 972 | 6,83 | 552 | 15,51 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 9 871 | 3,24 | 2 762 | 11,73 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 28 180 | 0,43 | 7 886 | 8,67 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 2 586 | 0,39 | 723 | 8,56 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 8 893 | 6,13 | 2 489 | 14,81 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 6 410 | 1,89 | 1 796 | 9,31 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 294 | 0,15 | 362 | 1,40 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 117 168 | 0,46 | 32 787 | 8,70 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 79 527 | 4,31 | 22 254 | 12,87 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 1 030 | 3,73 | 0 | |||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 4 043 | 66,79 | 1 131 | 80,67 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 2 498 | 699 | ||||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 5 482 | 0,64 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 17 | 21,43 | 5 | 33,33 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 226 096 | 1,84 | 63 268 | 10,20 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 27 920 | 0,53 | 7 916 | 10,22 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10 390 | 12,52 | 3 | 0,00 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 1 297 | 343 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 39 | 680,00 | 11 | 900,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 1 300 | 30,00 | 364 | 40,70 | |||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 43 297 | 1,52 | 12 116 | 9,84 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 8 666 | 3,76 | 2 425 | 12,32 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 358 215 | 0,59 | 100 | 8,70 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 1 930 | 3,21 | 540 | 11,80 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 1 289 | 361 | ||||||
| 2025-07-29 | 13F | Violich Capital Management, Inc. | 730 | 204 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18 661 | 3,74 | 5 222 | 12,23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 53 804 | 82,08 | 15 056 | 97,03 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 112 549 | 0,34 | 31 532 | 8,70 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 1 109 | 2,78 | 310 | 11,11 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 332 776 | 0,50 | 93 121 | 8,74 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 31 273 | 14,88 | 8 751 | 24,29 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 1 005 | 1,93 | 281 | 10,20 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 1 042 | 9 372,73 | 292 | 14 450,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 29 612 | 6,68 | 8 286 | 15,44 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 2 801 | 0,97 | 784 | 9,21 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 94 111 | 0,88 | 26 335 | 9,16 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3 376 | 1,17 | 945 | 9,51 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21 993 | 5,79 | 6 154 | 14,47 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 823 | 230 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 1 883 | 0,21 | 527 | 8,45 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 724 | 203 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 324 | 91 | ||||||
| 2025-07-23 | 13F | Values Added Financial LLC | 3 377 | 13,97 | 945 | 23,24 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 561 518 | 2,95 | 157 129 | 11,39 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 2 140 | 11,52 | 597 | 20,36 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 1 303 | 365 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 165 662 | 14,91 | 46 522 | 24,77 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 39 133 | 6,00 | 10 951 | 14,70 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 97 | 53,97 | 27 | 68,75 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 51 006 | 0,42 | 14 273 | 8,66 | ||||
| 2025-08-04 | 13F | Field & Main Bank | 37 406 | 36,56 | 10 467 | 47,76 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 1 635 | 1,18 | 458 | 9,59 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 43 353 | 5,28 | 12 130 | 13,91 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 591 | 13,00 | 165 | 22,22 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 422 165 | 5,97 | 118 134 | 14,67 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 823 | 14,49 | 2 189 | 23,88 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 17 865 | 30,27 | 4 999 | 40,94 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 12 812 | 20,46 | 3 585 | 30,36 | ||||
| 2025-08-12 | 13F | Fidato Wealth LLC | 131 244 | 4,85 | 36 726 | 13,45 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 1 906 | 533 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 142 546 | 173,48 | 40 | 178,57 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 811 | 227 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1 116 | 10,93 | 312 | 20,00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 20 797 | 8,50 | 5 820 | 17,41 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 400 702 | 18,06 | 112 129 | 27,74 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 43 876 | 1,39 | 12 278 | 9,70 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 787 | 45,28 | 500 | 57,23 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 2 079 | 1,96 | 582 | 10,25 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 14 729 | 4,92 | 4 122 | 13,53 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 1 717 | 480 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 10 893 | 7,30 | 3 048 | 16,11 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 4 578 | 48,78 | 1 281 | 61,13 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 65 661 | 0,88 | 18 374 | 9,15 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 14 994 | 3,11 | 4 196 | 11,57 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 544 | 65,19 | 712 | 78,64 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 1 792 | 501 | ||||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 105 612 | 27,18 | 29 553 | 37,61 | ||||
| 2025-08-14 | 13F | Fmr Llc | 479 531 | 28,85 | 134 187 | 39,42 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3 063 | 18,67 | 857 | 28,49 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 783 | 0,26 | 219 | 8,46 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1 366 | 1,86 | 383 | 10,40 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 54 459 | 4,43 | 15 239 | 13,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 934 | 42,08 | 821 | 53,75 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 40 059 | 12,90 | 11 210 | 22,16 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 241 845 | 2 677,08 | 1 186 997 | 2 904,82 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 27 432 | 18,35 | 7 691 | 28,31 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 154 074 | 7,00 | 43 812 | 17,65 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 055 | 52,18 | 2 248 | 65,22 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 97 599 | 1,16 | 27 311 | 9,46 | ||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 46 396 | 5,57 | 12 983 | 11,84 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 651 434 | 5,56 | 182 297 | 14,22 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 2 644 | 0,61 | 740 | 9,48 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 4 206 | 36,07 | 1 177 | 47,31 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 38 498 | 3,81 | 10 773 | 12,33 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 855 | 239 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 385 | 0,77 | 1 507 | 9,61 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 4 969 | 14,15 | 1 391 | 23,56 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 104 865 | 16,59 | 29 344 | 26,16 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 898 | 103,65 | 531 | 120,83 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 13 181 | 31,64 | 3 689 | 42,45 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 128 005 | 8,80 | 35 913 | 18,03 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 10 224 | 3,13 | 2 872 | 12,02 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 1 001 | 280 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 4 380 | 1 226 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 6 890 | 0,38 | 1 928 | 8,62 | ||||
| 2025-08-14 | 13F | Bank of Marin | 11 595 | 3 245 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 21 522 | 56,77 | 6 023 | 69,63 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 100 | 28 | ||||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 1 590 | 30,33 | 445 | 40,95 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 423 957 | 3,31 | 118 636 | 11,79 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7 059 | 126,40 | 1 975 | 145,04 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 31 060 | 0,57 | 8 692 | 8,81 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 1 058 | 0,47 | 296 | 8,82 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 23 491 | 0,27 | 6 573 | 8,50 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 3 254 | 910 | ||||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 6 521 | 3,21 | 1 825 | 11,70 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 2 556 | 1,47 | 715 | 9,83 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 36 918 | 5,80 | 10 331 | 14,47 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 41 203 | 25,09 | 11 530 | 35,35 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 31 528 | 9,47 | 8 822 | 18,45 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 28 285 | 6,71 | 7 922 | 16,04 | ||||
| 2025-08-14 | 13F | Cobler Capital Management, LLC | 1 522 | 205 | ||||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 757 | 212 | −26,48 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 67 | 17 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 14 712 | 1,16 | 4 117 | 9,44 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 736 | 206 | ||||||
| 2025-08-14 | 13F | Pecaut & Co. | 3 598 | 26,60 | 1 007 | 37,06 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 2 123 | 6,47 | 594 | 15,34 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 367 | 4 487,50 | 103 | 5 000,00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13 687 | 2,12 | 3 812 | 9,98 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 51 263 | 1,17 | 14 345 | 9,48 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 4 167 | 3,27 | 1 166 | 11,79 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1 655 | 5,55 | 463 | 14,32 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 9 563 | 30,55 | 2 676 | 41,29 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 7 413 | 0,18 | 2 074 | 8,42 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 116 754 | 6,02 | 32 796 | 15,15 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 2 955 | 7,65 | 827 | 16,50 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 85 809 | 1,59 | 24 | 14,29 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 27 034 | 13,40 | 7 565 | 22,71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 658 | 18,56 | 174 | 20,98 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 9 472 | 7,99 | 2 650 | 16,84 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 27 114 | 2,21 | 7 587 | 10,60 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 12 735 | −2,62 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 12 435 | 0,41 | 3 480 | 8,65 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 627 | 21,42 | 455 | 31,50 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 133 362 | 37 319 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19 148 | 42,46 | 5 358 | 54,14 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 4 615 | 0,26 | 1 291 | 8,49 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 1 558 | 0,65 | 436 | 8,75 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 54 | 15 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 20 724 | 2,81 | 5 799 | 11,24 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 14 413 | 7,15 | 4 033 | 15,96 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5 367 | 8,29 | 1 502 | 17,17 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 925 | 259 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 947 793 | 265 221 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 5 | 1 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 35 910 | 5,35 | 10 050 | 13,93 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2 398 | 2,70 | 671 | 11,28 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 32 744 | 15,67 | 9 163 | 25,15 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 2 179 | 2,88 | 612 | 11,88 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 94 | 26 | ||||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 35 743 | 26,56 | 10 041 | 37,46 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 1 561 | 11,90 | 437 | 21,11 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 57 808 | 117,67 | 16 176 | 135,49 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 2 238 | 9,81 | 626 | 18,79 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 1 307 | 21,24 | 366 | 31,29 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8 244 | 3,37 | 2 307 | 11,83 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 33 747 | 2,96 | 9 480 | 11,83 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 2 339 | 0,95 | 655 | 9,18 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2 594 | 9,13 | 726 | 18,08 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 17 093 | 1,16 | 4 783 | 9,48 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 1 014 | 6,07 | 284 | 14,57 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 1 658 | 464 | ||||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 274 550 | 1,29 | 76 827 | 9,60 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 20 065 | 3,43 | 5 615 | 11,90 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38 921 | 0,69 | 10 891 | 8,95 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 38 993 | 10 911 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 195 291 | 2,32 | 54 589 | 11,62 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 526 618 | 1,89 | 147 364 | 10,24 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 12 068 | 3,45 | 3 377 | 11,16 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 39 614 | 11,88 | 11 085 | 21,05 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 59 883 | 24,40 | 16 757 | 34,61 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 1 006 | 4,57 | 282 | 13,31 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 6 195 | 1 733 | ||||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 7 180 | 15,43 | 2 009 | 24,94 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 6 650 | 1,73 | 1 861 | 10,06 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 11 878 | 3,16 | 3 324 | 11,62 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 2 473 | 692 | ||||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 2 278 | 51,97 | 637 | 64,60 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 1 085 | 7,85 | 304 | 16,54 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 2 340 | 0,82 | 655 | 14,34 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 99 620 | 27 883,15 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 2 781 | 82,12 | 778 | 97,46 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 384 | 0,21 | 667 | 8,46 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 5 192 | 1 365 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 69 270 | 19,45 | 19 384 | 29,24 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 5 049 | 1,51 | 1 413 | 9,80 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5 579 | 4,85 | 1 561 | 13,53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 210 842 | 0,87 | 898 461 | 9,14 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 624 581 | 3,93 | 166 663 | 7,25 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 1 217 | 341 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 5 527 | 1,04 | 1 547 | 9,34 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 32 127 | 0,18 | 8 990 | 8,40 | ||||
| 2025-07-10 | 13F | Security National Bank | 6 | 2 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6 733 309 | 7,71 | 1 884 182 | 16,55 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 3 502 | 0,84 | 980 | 9,02 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 182 | 0,29 | 1 170 | 8,53 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 772 | 216 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 460 | 16,46 | 119 | 13,46 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 14 205 | 1 246,45 | 3 975 | 1 361,03 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 1 231 | 0,74 | 344 | 8,86 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 2 022 | 0,75 | 566 | 8,86 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 32 945 | 0,49 | 9 219 | 8,73 | ||||
| 2025-08-14 | 13F | Prudent Investors Network | 77 723 | 0,94 | 21 749 | 9,22 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 27 222 | 5,89 | 7 617 | 14,58 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 1 455 | 7,38 | 407 | 16,29 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 9 336 | 15,43 | 2 613 | 24,92 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 6 350 | 6,28 | 1 784 | 15,40 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 30 039 | 0,72 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 900 | 252 | ||||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 18 733 | 8,23 | 5 242 | 17,11 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 3 743 | 99,31 | 1 047 | 115,88 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 11 268 | 9,43 | 3 | 50,00 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 4 794 | 1,89 | 1 342 | 10,28 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 23 603 | 62,84 | 6 605 | 76,20 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 14 441 | 20,11 | 4 041 | 29,98 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 18 989 | 9,62 | 5 314 | 18,59 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7 560 | 12,70 | 2 116 | 21,97 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 184 840 | 1,50 | 51 921 | 10,25 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 4 998 | 1 399 | ||||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 884 | 247 | ||||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 398 534 | 3,77 | 111 522 | 12,28 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 561 | 16,67 | 439 | 25,86 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1 122 | 314 | ||||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 1 083 | 1,59 | 303 | 10,18 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 15 906 | 0,25 | 4 439 | 8,80 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 1 361 | 0,96 | 381 | 9,20 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 914 | 14,82 | 256 | 24,39 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14 571 | 3,82 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 894 | 1,48 | 250 | 10,13 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9 611 | 18,45 | 2 690 | 28,17 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 25 153 | 2,92 | 7 039 | 11,36 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 4 051 | 31,70 | 1 134 | 42,52 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 33 686 | 6,76 | 9 554 | 17,08 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 291 | 78,53 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 23 397 | 0,63 | 6 547 | 8,88 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 2 562 | 0,04 | 717 | 8,31 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 871 | 5,70 | 225 | 13,07 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 2 269 | 2,25 | 635 | 10,65 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 36 037 | 35,48 | 10 123 | 47,14 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6 841 | 5,77 | 1 769 | 3,57 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 3 626 | 11,02 | 1 015 | 20,14 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 2 269 | 1,16 | 635 | 9,31 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 3 | ||||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 928 | 260 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 29 227 | 28,10 | 8 179 | 38,61 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 801 | 224 | ||||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 1 112 | 315 | ||||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 163 221 | 29,04 | 45 674 | 39,62 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 156 329 | 328,25 | 10 575 | 12,01 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 829 | 4,67 | 232 | 13,24 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 13 378 | 49,09 | 3 744 | 61,34 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 1 010 | 9,78 | 283 | 18,99 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36 143 | 20,93 | 10 337 | 33,73 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16 190 | 51,76 | 4 530 | 64,19 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 22 096 | 1 905,08 | 6 183 | 2 069,47 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 8 870 | 12,21 | 2 482 | 21,43 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 1 234 | 345 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 11 960 | 4,49 | 3 347 | 13,04 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 2 693 | 763 | ||||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 65 672 | 278,80 | 7 376 | 64,51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 565 465 | 1,62 | 438 064 | 9,96 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 3 031 | 3,31 | 848 | 11,87 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 770 | 22,81 | 215 | 32,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13 814 | 6,55 | 3 867 | 15,30 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 1 304 | 31,06 | 368 | 42,80 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 14 159 | 3 962 | ||||||
| 2025-07-17 | 13F | Refined Wealth Management | 13 285 | 2,19 | 3 717 | 10,59 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 6 609 | 7,22 | 1 849 | 16,00 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 16 288 | 39,78 | 4 558 | 51,24 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 2 588 | 7,56 | 669 | 5,35 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1 385 | 0,73 | 387 | 9,01 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 32 938 | 5,33 | 9 217 | 13,97 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 3 898 | 23,94 | 1 091 | 34,07 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 15 942 | 2,03 | 4 461 | 10,39 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 47 373 | 13 256 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 90 420 | 0,34 | 25 302 | 8,57 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 4 027 | 2,08 | 1 127 | 10,39 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 20 180 | 30,18 | 5 647 | 40,86 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 55 852 | 16,55 | 15 629 | 26,10 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 18 521 | 7,40 | 5 183 | 16,21 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 54 673 | 18,67 | 15 299 | 28,40 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 18 038 | 2,62 | 5 048 | 11,02 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 1 373 | 0,51 | 384 | 8,78 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 736 | 206 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 74 573 | 9,87 | 19 296 | 7,63 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 1 367 | 60,26 | 383 | 73,64 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 789 | 204 | ||||||
| 2025-09-03 | 13F | American Trust | 119 255 | 33 371 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1 311 | 11,01 | 367 | 20,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 12 624 | 114,69 | 3 533 | 132,37 | ||||
| 2025-07-16 | 13F | Novem Group | 4 273 | 9,14 | 1 196 | 18,08 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2 158 | 0,42 | 1 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4 209 | 40,02 | 1 178 | 51,48 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 1 586 | 100,00 | 444 | 116,10 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 2 349 | 23,05 | 657 | 33,27 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 16 669 | 426,67 | 4 665 | 470,17 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 63 667 | 1,54 | 18 204 | 14,27 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 968 | 271 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 686 338 | 0,48 | 191 722 | 8,45 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 592 | 10,24 | 166 | 19,57 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 11 435 | 2,91 | 3 200 | 11,35 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 5 530 | 1,34 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Fogel Capital Management, Inc. | 14 316 | 0,82 | 4 006 | 9,10 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 66 348 | 314,88 | 18 566 | 349,00 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2 875 | 804 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 762 | 213 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 831 | 233 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 2 718 | 2,26 | 761 | 10,63 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 746 | 209 | ||||||
| 2025-08-14 | 13F | Operose Advisors LLC | 44 154 | 170,49 | 12 356 | 192,70 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 7 783 | 47,32 | 2 178 | 59,37 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 3 299 | 1,29 | 923 | 9,62 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 2 883 | 0,45 | 807 | 8,63 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 6 637 | 3,08 | 1 857 | 11,53 | ||||
| 2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 11 386 | 0,77 | 3 186 | 9,03 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 1 405 | 39,80 | 393 | 51,74 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 259 988 | 2,67 | 73 | 10,77 | ||||
| 2025-07-17 | 13F | Peoples Financial Services Corp. | 4 276 | 4,22 | 1 196 | 12,72 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 106 326 | 53,90 | 29 753 | 66,52 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 36 998 | 3,20 | 10 353 | 11,66 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 36 898 | 3,02 | 10 325 | 11,48 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 19 | 5 | ||||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 39 680 | 44,21 | 11 104 | 56,03 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 8 292 | 2 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 47 629 | 2,48 | 13 328 | 10,89 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 53 747 | 3,36 | 15 040 | 6,92 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 5 072 | 22,22 | 1 419 | 32,25 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 11 193 | 8,18 | 3 132 | 17,04 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 126 265 | 7,97 | 35 333 | 16,82 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 1 440 | 2,13 | 403 | 10,44 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 9 033 | 16,09 | 2 528 | 25,60 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 14 621 | 1,55 | 4 092 | 9,88 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 1 603 | 11,86 | 0 | |||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 1 146 | 321 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 3 982 | 372,36 | 1 114 | 413,36 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 2 286 | 782,63 | 1 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | Put | 252 | 8,19 | |||||
| 2025-07-24 | 13F | Eastern Bank | 2 077 | 131,29 | 581 | 150,43 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 54 166 | 15,09 | 15 157 | 24,53 | ||||
| 2025-07-15 | 13F | Maseco Llp | 230 | 64 | ||||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 913 | 3,99 | 256 | 12,33 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 223 290 | 8,61 | 62 483 | 17,52 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 22 894 | 24,03 | 6 634 | 41,66 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 88 887 | 0,75 | 24 873 | 9,01 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 124 683 | 8,16 | 34 890 | 17,03 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 8 285 | 13,46 | 2 327 | 23,25 | ||||
| 2025-08-07 | 13F | Commerce Bank | 48 305 | 5,06 | 13 517 | 13,67 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 548 | 26,06 | 0 | |||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1 360 | 6,25 | 381 | 14,80 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 1 106 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 5 675 783 | 0,92 | 1 588 254 | 9,20 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 38 728 | 4,53 | 10 837 | 13,11 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 23 278 | 1,27 | 6 514 | 9,59 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 15 | 4 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 6 499 | 5,20 | 1 819 | 13,84 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 416 | 0,35 | 396 | 8,49 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 2 452 | 2,00 | 686 | 10,47 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 55 527 | 1,57 | 15 538 | 9,90 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 82 599 | 2,40 | 23 298 | 11,68 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 197 035 | 27,99 | 55 136 | 38,49 | ||||
| 2025-08-07 | 13F | Latko Wealth Management, Ltd. | 21 841 | 3,73 | 6 | 20,00 | ||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 716 | 200 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 22 639 | 0,32 | 6 335 | 8,55 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 740 | 207 | ||||||
| 2025-07-09 | 13F | Hummer Financial Advisory Services Inc | 2 299 | 27,79 | 646 | 38,71 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 43 665 | 12 | ||||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 8 008 | 5,81 | 2 241 | 14,46 | ||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 42 186 | 0,53 | 11 805 | 8,77 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 154 367 | 599,57 | 43 197 | 657,03 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 13 082 | 84,64 | 3 661 | 99,84 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 3 097 | 23,78 | 867 | 33,85 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 839 | 217 | ||||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 15 081 | 6,30 | 4 220 | 15,02 | ||||
| 2025-07-31 | 13F | Cadinha & Co Llc | 1 352 | 16,35 | 378 | 26,00 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 448 | 125 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 20 499 | 39,22 | 5 736 | 50,63 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 402 | 5 642,86 | 112 | 11 100,00 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 10 068 | 35,25 | 2 817 | 46,34 |
