Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Index Funds - Vanguard Mid-Cap Value ETF inkluderar Picton Mahoney Asset Management, Gladwyn Financial Advisors, Inc., TBFG - The Brinsmere Fund - Growth ETF, Midwest Trust Co, TBFC - The Brinsmere Fund - Conservative ETF, Prism Advisors, Inc., Kingstone Capital Partners Texas, LLC, Capitolis Liquid Global Markets LLC, rebel Financial LLC, Tableaux Llc, Summit Wealth Group Llc / Co, Peirce Capital Management, LLC, Forefront Analytics, LLC, Ibex Wealth Advisors, L2 Asset Management, LLC, Vise Technologies, Inc., Northwest & Ethical Investments L.P., XY Planning Network, Inc., Principle Wealth Partners Llc, och Vista Investment Partners Ii, Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Baring Financial LLC | 33 426 | 3,99 | 5 497 | 6,53 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 1 220 | 201 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 104 261 | 3,79 | 17 | 6,25 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 357 | 59 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 14 679 | 7,27 | 2 414 | 9,93 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 60 337 | 0,05 | 9 923 | 2,50 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 2 876 | 31,26 | 473 | 34,47 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 18 125 | 0,36 | 2 981 | 2,79 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 1 200 | 1,27 | 197 | 3,68 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 733 | 4,85 | 943 | 7,41 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 49 | 8 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 56 355 | 21,61 | 9 268 | 24,59 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 4 138 | 2,05 | 681 | 4,45 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 426 | 728 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 3 057 | 3,59 | 509 | 17,01 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 3 201 | 526 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 135 986 | 7,61 | 22 364 | 10,24 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 45 237 | 12,27 | 7 | 16,67 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 94 | 15 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2 222 | 43,17 | 365 | 46,59 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8 927 | 15,31 | 1 468 | 18,01 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 1 705 | 14,05 | 280 | 17,15 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 43 933 | 2,96 | 7 053 | 2,19 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 407 | 67 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 25 254 | 3,15 | 4 153 | 5,67 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 31 373 | 1,29 | 5 160 | 3,76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 610 461 | 0,79 | 758 237 | 3,25 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 136 | 23 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 616 | 0,06 | 266 | 2,32 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2 389 | 48,66 | 393 | 52,53 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1 248 | 205 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 324 | 18 814,29 | 218 | −32,19 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 2 268 | 373 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 1 388 | 0,51 | 228 | 3,17 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 28 690 | 13,20 | 4 718 | 31,24 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1 316 | 216 | ||||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 3 333 | 0,15 | 548 | 2,62 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 25 546 | 395,56 | 4 201 | 404,32 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 22 | 4 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 3 634 | 0,44 | 598 | 2,93 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 319 | 0,78 | 381 | 3,25 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 19 | 3 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6 939 | 7,61 | 1 141 | 10,24 | ||||
| 2025-08-12 | 13F | Bokf, Na | 68 535 | 8,52 | 11 271 | 11,16 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 23 200 | 3 815 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4 260 | 9,15 | 701 | 11,82 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 309 883 | 4,91 | 50 963 | 7,47 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 24 176 | 44,18 | 3 976 | 47,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 587 936 | 3,77 | 96 693 | 6,36 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 2 213 | 56,73 | 370 | 74,88 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 135 259 | 4,48 | 22 245 | 7,02 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 28 896 | 4 | ||||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 2 758 | 6,00 | 454 | 8,63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 35 246 | 6,56 | 5 797 | 9,15 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 76 488 | 19,95 | 12 579 | 22,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 624 697 | 2,96 | 102 738 | 5,48 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5 477 | 9,91 | 901 | |||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 20 575 | 5,43 | 3 303 | 2,58 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 6 685 | 1 099 | ||||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 2 354 | 41,47 | 387 | 44,94 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2 536 | 2,55 | 417 | 5,30 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 234 094 | 4,86 | 38 499 | 7,43 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 528 | 0 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 18 990 | 0,77 | 3 123 | 3,24 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 248 134 | 5,88 | 40 808 | 8,47 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 6 | 1 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 261 | 76,59 | 701 | 80,88 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 2 163 | 0,09 | 357 | 3,18 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 2 032 | 5,07 | 334 | 7,74 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 7 328 | 14,11 | 1 205 | 16,88 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 3 074 | 1,25 | 506 | 3,70 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 55 587 | 13,50 | 9 284 | 18,09 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 90 638 | 26,26 | 14 906 | 29,35 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 10 767 | 247,88 | 1 771 | 256,85 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 69 236 | 964,84 | 11 387 | 991,66 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 8 679 | 14,59 | 1 427 | 17,35 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 9 750 | 0,62 | 1 603 | 3,09 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 201 591 | 22,16 | 33 154 | 25,14 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 15 244 | 2,00 | 2 507 | 4,50 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 7 426 | 10,94 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 977 | 0,43 | 1 312 | 2,82 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 116 | 19 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4 570 | 8,81 | 752 | 11,42 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 4 077 | 0,74 | 671 | 3,24 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 550 | 229,34 | 90 | 246,15 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 123 581 | 91,71 | 20 | 100,00 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 7 851 | 1 291 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 674 | 6,45 | 440 | 8,93 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28 283 | 16,33 | 4 651 | 19,16 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 7 490 | 1,86 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 291 | 14,20 | 874 | 17,50 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 85 | 14 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 6 143 | 1 010 | ||||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 6 826 | 1 123 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2 250 | 370 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 111 470 | 348,66 | 18 332 | 359,68 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 227 073 | 27,83 | 37 541 | 31,64 | ||||
| 2025-07-07 | 13F | Trust Co | 250 916 | 2,23 | 41 266 | 4,73 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 8 721 | 80,60 | 1 434 | 85,03 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 21 | 3 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3 859 | 0,86 | 635 | 3,26 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 37 494 | 0,32 | 6 166 | 2,78 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4 872 | 53,74 | 804 | 58,27 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 25 908 | 3,09 | 4 261 | 5,60 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 3 300 | 543 | |||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 12 066 | 1,47 | 1 984 | 3,93 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 38 524 | 15,07 | 6 336 | 16,97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 57 534 | 0,41 | 9 462 | 2,86 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 1 925 | 24,43 | 317 | 27,42 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24 368 | 5,33 | 4 028 | 8,48 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 22 578 | 13,87 | 3 713 | 16,65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 643 | 113,23 | 4 711 | 118,46 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 35 634 | 4,05 | 5 860 | 6,60 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 171 565 | 13,54 | 28 216 | 16,31 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 2 226 | 0,32 | 366 | 2,81 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4 126 | 679 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 5 966 | 986 | ||||||
| 2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 1 586 | 2,92 | 261 | 5,26 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 14 581 | 26,97 | 2 353 | 27,62 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 2 711 | 0,52 | 446 | 3,01 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 1 862 | 23,39 | 306 | 26,45 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 41 503 | 5,88 | 6 826 | 8,45 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 4 915 | 0,14 | 808 | 2,67 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 27 000 | 3,90 | 4 440 | 6,45 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 4 890 | 5,30 | 804 | 7,92 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 168 612 | 2,97 | 27 730 | 5,48 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 1 321 | 217 | ||||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 2 692 | 56,24 | 443 | 60,14 | ||||
| 2025-08-14 | 13F | Bank of Marin | 2 511 | 413 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 30 822 | 82,01 | 5 069 | 86,50 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 1 854 | 305 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 28 844 | 16,10 | 4 744 | 18,93 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2 603 | 1,92 | 428 | 4,39 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2 875 | 4,36 | 473 | 6,79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 266 | 22,48 | 702 | 25,40 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 15 | 2 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 910 | 13,89 | 150 | 16,41 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 35 970 | 1,30 | 5 916 | 3,77 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 8 890 | 35,64 | 1 462 | 38,97 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 48 981 | 109,74 | 8 | 166,67 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 719 | 0,56 | 118 | 3,51 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 25 579 | 4,68 | 4 207 | 7,24 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 25 533 | 81,14 | 4 205 | 85,77 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 1 872 | 308 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 1 637 | 0,24 | 269 | 2,67 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2 087 | 343 | ||||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 14 305 | 257,09 | 2 388 | 271,23 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 32 246 | 14,52 | 5 303 | 17,32 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 21 135 | 3 476 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 29 178 | 5,30 | 4 901 | 122 400,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 696 | 18,82 | 443 | 21,70 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 984 816 | 6,08 | 161 839 | 8,56 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 1 599 | 0,76 | 263 | 3,54 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 275 680 | 3,53 | 45 338 | 6,06 | ||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 4 500 | 740 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 239 | 51,39 | 368 | 55,27 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 105 243 | 0,50 | 17 308 | 2,96 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 14 460 | 4,12 | 2 378 | 6,68 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 240 | 10,58 | 1 644 | 9,82 | ||||
| 2025-08-14 | 13F | Fmr Llc | 883 771 | 1,32 | 145 345 | 3,79 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 45 610 | 3,69 | 7 501 | 6,23 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 144 648 | 2,40 | 23 790 | 4,90 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 11 010 | 152,87 | 1 811 | 159,31 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 6 588 | 14,67 | 1 084 | 17,46 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 45 741 | 4,29 | 7 523 | 6,83 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 409 | 1,74 | 67 | 4,69 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 223 | 5,16 | 202 | 8,60 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 93 | 15 | ||||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 1 442 | 0,84 | 237 | 3,49 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5 965 | 3,45 | 981 | 6,05 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7 962 | 0,28 | 1 312 | 2,90 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 5 449 | 12,70 | 912 | 17,53 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 462 974 | 11,24 | 76 154 | 13,95 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 1 705 | 0,35 | 280 | 2,94 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 5 099 | 839 | ||||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 26 353 | 3,75 | 4 334 | 6,30 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 87 980 | 9,02 | 14 497 | 11,89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 644 364 | 6,52 | 105 973 | 9,12 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 14 217 | 0,82 | 2 338 | 3,31 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 17 743 | 2 943 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 1 266 | 208 | ||||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 87 606 | 2,79 | 14 408 | 5,30 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 2 837 | 1,10 | 467 | 3,56 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 38 009 | 1,44 | 6 251 | 3,91 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 3 650 | 4,92 | 600 | 7,53 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 73 | 46,00 | 12 | 37,50 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 1 359 | 224 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 42 197 | 3,43 | 7 047 | 7,59 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7 485 | 93,96 | 1 257 | 103,07 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4 477 | 20,80 | 736 | 23,70 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 647 | 0,15 | 58 | −1,72 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 62 564 | 8,50 | 10 289 | 11,15 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 749 | 8,71 | 124 | 11,82 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 20 984 | 0,19 | 3 451 | 2,62 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 667 416 | 97,57 | 109 763 | 102,39 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 29 338 | 0,52 | 4 825 | 2,97 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 22 771 | 0,60 | 3 745 | 3,06 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 9 807 | 28,45 | 1 613 | 31,59 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 793 | 9,40 | 295 | 11,79 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1 919 | 6,55 | 316 | 9,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 167 618 | 19,12 | 28 | 22,73 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24 995 | 7,53 | 4 111 | 10,16 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 169 666 | 2,25 | 27 903 | 4,75 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 1 463 | 241 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 316 | 17,91 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 34 | 6 | ||||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 84 983 | 9,13 | 13 976 | 11,79 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 40 892 | 0,85 | 6 725 | 3,32 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 063 962 | 3,64 | 174 979 | 6,17 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 5 405 | 87,87 | 889 | 92,62 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16 662 | 3 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 67 639 | 5,19 | 11 124 | 7,76 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 562 | 56,63 | 915 | 60,35 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 4 747 | 1,28 | 781 | 3,72 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 4 805 | 75,81 | 790 | 80,37 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 3 545 | 7,55 | 584 | 10,19 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 35 982 | 0,08 | 5 918 | 2,53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 35 617 | 43,76 | 5 858 | 46,17 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10 208 | 12,92 | 1 679 | 15,64 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 7 151 | 2,22 | 1 176 | 4,72 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 7 176 | 7,17 | 1 180 | 9,87 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 21 233 | 182,81 | 3 492 | 189,71 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 614 | −4,96 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 88 220 | 21,69 | 14 509 | 24,66 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 5 738 | 4,18 | 921 | 3,37 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3 823 | 15,43 | 629 | 18,27 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 30 822 | 3,81 | 5 069 | 6,34 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 16 523 | 2,50 | 2 717 | 5,03 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 10 968 | 0,82 | 1 804 | 3,26 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 42 270 | 1,05 | 6 952 | 3,51 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 43 957 | 32,19 | 7 229 | 35,43 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 46 462 | 7,63 | 7 641 | 10,26 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 18 150 | 0,30 | 2 985 | 2,75 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 148 832 | 8,86 | 24 477 | 11,51 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 182 825 | 16,35 | 30 067 | 19,19 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 13 627 | 2,19 | 2 241 | 4,72 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 3 880 | 2,65 | 638 | 5,28 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 17 859 | 2,61 | 2 937 | 5,12 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 502 | 78,49 | 576 | 82,86 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 1 742 | 286 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 16 963 | 2 804 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 53 219 | 8 752 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 579 152 | 4,92 | 424 167 | 7,48 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1 500 | 5,63 | 247 | 8,37 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 2 532 | 29,51 | 420 | 45,49 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 1 764 | 292 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 416 | 2,98 | 233 | 5,45 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 42 922 | 17,83 | 7 059 | 20,71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 281 | 2 454,55 | 45 | 4 400,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4 755 | 13,89 | 782 | 16,57 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13 567 | 5,24 | 2 231 | 7,83 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 11 818 | 0,05 | 1 944 | 2,53 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 702 | 16,17 | 1 760 | 18,12 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23 200 | 3 815 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 212 | 45,21 | 35 | 47,83 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 7 449 | 1,47 | 1 231 | 4,50 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 4 502 | 27,10 | 740 | 30,28 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 21 384 | 3,69 | 3 517 | 6,22 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 1 578 | 0,64 | 260 | 3,19 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 70 358 | 124,95 | 11 571 | 130,45 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 795 512 | 7,33 | 130 830 | 9,95 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1 190 | 202 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 20 329 | 3,43 | 3 343 | 5,96 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 22 541 | 8,04 | 3 707 | 10,69 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 260 | 197,54 | 1 194 | 205,37 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 45 353 | 7,89 | 7 281 | 7,09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 110 713 | 39,29 | 18 214 | 44,21 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 19 835 | 5,23 | 3 262 | 7,80 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 170 565 | 3,25 | 28 051 | 5,77 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 11 357 | 30,39 | 1 868 | 33,55 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 44 412 | 19,14 | 7 304 | 22,06 | ||||
| 2025-08-13 | 13F | Kennedy Capital Management, Inc. | 1 260 | 207 | ||||||
| 2025-05-30 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 44 901 | 7 208 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 948 | 16 350,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 424 | 234 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 183 769 | 32,32 | 30 223 | 35,55 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 26 530 | 0,39 | 4 363 | 2,85 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 1 295 | 213 | ||||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 2 452 | 1,36 | 403 | 3,87 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 287 182 | 6,00 | 47 230 | 8,59 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 54 548 | 1,64 | 8 971 | 4,13 | ||||
| 2025-05-30 | NP | TBFG - The Brinsmere Fund - Growth ETF | 54 889 | 8 812 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 20 381 | 1,60 | 3 352 | 4,07 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 65 935 | 2,95 | 10 844 | 5,47 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 7 875 | 2,15 | 1 295 | 4,69 | ||||
| 2025-08-14 | 13F | Wallace Hart LLC | 293 | 48 | ||||||
| 2025-07-09 | 13F | OLIO Financial Planning | 89 300 | 3,13 | 14 686 | 5,65 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 100 | 31,58 | 17 | 33,33 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 8 973 | 6,68 | 1 476 | 9,26 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 5 890 | 1 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 6 098 | 2,01 | 1 003 | 4,48 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 013 188 | 4,76 | 166 629 | 7,32 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 1 280 | 211 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14 335 | 29,81 | 2 358 | 32,94 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 35 447 | 0,62 | 5 830 | 3,08 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 23 753 | 4,84 | 3 906 | 7,40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 5 000 | 822 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18 551 | 20,48 | 3 051 | 23,43 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13 090 | 11,45 | 2 155 | 14,15 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15 119 | 8,81 | 2 487 | 11,48 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 20 490 | 2,04 | 3 370 | 4,53 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 1 659 | 2,16 | 279 | 7,31 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 1 454 | 0,35 | 239 | 3,02 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4 945 | 813 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 873 129 | 5,97 | 143 595 | 8,56 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3 122 | 1,63 | 513 | 4,06 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 18 152 | 6,00 | 2 985 | 8,58 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 6 101 | 0,28 | 1 003 | 2,77 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 7 076 | 6,74 | 1 164 | 9,30 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 4 726 | 3,78 | 777 | 6,29 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 1 429 | 32,19 | 235 | 35,84 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 2 | 0 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 528 419 | 1,66 | 86 904 | 4,14 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 1 400 | 230 | ||||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 140 887 | 0,20 | 23 170 | 2,64 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6 638 | 18,98 | 1 092 | 21,90 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 7 660 | 48,82 | 1 260 | 52,42 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 347 | 30,45 | 57 | 35,71 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 61 413 | 1,79 | 10 153 | 4,83 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 8 406 | 4,20 | 1 382 | 6,72 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 1 442 | 2,49 | 238 | 5,78 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 3 668 | 603 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5 381 | 4,12 | 885 | 6,63 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2 437 | 0,91 | 401 | 3,36 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 119 241 | 17,83 | 19 619 | 21,16 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 2 114 | 0,05 | 348 | 2,36 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 10 847 | 0,31 | 1 784 | 2,77 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 697 | 6,09 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 136 | 643,13 | 1 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3 308 | 14,23 | 544 | 17,24 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1 411 | 19,98 | 232 | 23,40 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 10 032 | 1,36 | 1 650 | 3,00 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 7 163 | 8,07 | 1 178 | 10,71 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 323 043 | 14,55 | 53 128 | 17,35 | ||||
| 2025-07-14 | 13F | Friday Financial | 6 190 | 15,38 | 1 018 | 17,15 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 10 973 | 263 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 3 322 | 101,70 | 549 | 107,58 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 5 440 | 0,20 | 895 | 2,64 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6 462 | 6,11 | 1 063 | 8,70 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 264 948 | 3,95 | 701 413 | 6,48 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 27 899 | 1,61 | 4 588 | 4,08 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 23 186 | 0,76 | 3 813 | 3,22 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 64 | 11 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22 528 | 7,05 | 3 770 | 11,57 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 290 447 | 9,29 | 47 767 | 11,96 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 674 933 | 10,52 | 275 460 | 13,22 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 63 528 | 96,36 | 10 448 | 101,17 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4 129 | 679 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4 | 1 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 2 | 0 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12 955 | 45,73 | 2 131 | 49,26 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3 703 | 34,41 | 609 | 37,56 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 26 497 | 67,43 | 4 358 | 71,54 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 2 977 | 4,09 | 490 | 6,54 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 8 038 | 9,66 | 1 322 | 12,33 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 58 | 9 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 6 392 | 397,82 | 1 051 | 410,19 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 15 995 | 0,29 | 2 631 | 2,73 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 5 025 | 67,11 | 826 | 71,37 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31 906 | 7,55 | 5 247 | 10,18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 106 977 | 2,97 | 17 593 | 5,48 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 6 391 | 56,14 | 1 051 | 59,97 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 11 685 | 1,01 | 1 922 | 3,45 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 61 150 | 15,06 | 10 057 | 17,86 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 182 387 | 13,37 | 26 087 | 18,51 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 106 | 1,92 | 17 | 6,25 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 507 | 3,44 | 741 | 6,01 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 1 223 | 204 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 1 229 | 206 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 25 673 | 31,48 | 4 222 | 34,72 | ||||
| 2025-09-03 | 13F | American Trust | 5 590 | 919 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 36 264 | 1,81 | 5 964 | 4,28 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 1 502 | 247 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2 411 | 396 | ||||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 1 182 | 200 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 8 | 100,00 | 1 | |||||
| 2025-08-08 | 13F | Condor Capital Management | 190 501 | 0,25 | 31 330 | 2,70 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 35 560 | 560,84 | 5 880 | 581,23 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 2 807 | 0,29 | 462 | 2,67 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 7 855 | 9,11 | 1 292 | 15,78 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 964 | 14,66 | 487 | 17,63 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 5 501 | 905 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 8 024 | 8,02 | 1 320 | 10,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 676 811 | 115,85 | 110 261 | 118,83 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 17 | 3 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 45 383 | 8,86 | 7 464 | 11,52 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 76 905 | 48,86 | 12 648 | 52,50 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 91 807 | 4,84 | 15 099 | 7,40 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 183 932 | 2,42 | 30 250 | 4,93 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 2 075 | 25,61 | 341 | 28,68 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 4 970 | 817 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 29 826 | 1,70 | 4 905 | 4,18 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 16 208 | 18,91 | 2 666 | 21,80 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 504 | 83 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 1 218 | 200 | ||||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 32 175 | 5 292 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 1 220 | 201 | ||||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 2 118 | 4,96 | 348 | 7,74 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 14 424 | 254,40 | 2 372 | 263,25 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 23 038 | 17,94 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 50 968 | 0,66 | 8 382 | 3,13 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 494 | 8,34 | 575 | 11,03 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 168 | 0,60 | 28 | 3,85 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 21 473 | 0,42 | 3 531 | 2,88 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1 823 | 8,58 | 300 | 11,15 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 2 902 | 1,75 | 477 | 4,38 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 8 051 | 11,05 | 1 324 | 13,84 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 704 | 20,14 | 116 | 22,34 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5 445 | 18,89 | 896 | 21,77 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 18 207 | 5,77 | 2 994 | 8,36 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 17 790 | 29,77 | 2 926 | 32,95 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 2 768 | 88,30 | 455 | 92,80 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 1 482 | 244 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 077 | 2,96 | 178 | 6,59 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 65 646 | 7,69 | 10 796 | 10,33 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 358 122 | 5,34 | 58 897 | 7,92 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 968 | 324 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 9 641 | 4,10 | 1 586 | 6,66 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 27 093 | 2,96 | 4 621 | 13,71 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 4 168 | 10,53 | 685 | 13,22 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 5 263 | 3,72 | 866 | 6,27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 10 000 | 13,64 | 1 645 | 16,43 | |||
| 2025-08-08 | 13F | Creative Planning | 451 331 | 0,78 | 74 226 | 3,24 | ||||
| 2025-07-24 | 13F | Eastern Bank | 49 | 8 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3 265 | 53,65 | 537 | 57,18 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 20 628 | 0,66 | 3 392 | 3,13 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 50 079 | 11,52 | 8 | 14,29 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 1 190 312 | 9,02 | 195 759 | 11,68 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 258 | 42 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 321 | 53 | ||||||
| 2025-08-08 | 13F | Croban | 6 685 | 5,26 | 1 099 | 7,85 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 27 350 | 8,27 | 4 498 | 10,90 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 135 003 | 3,89 | 22 203 | 6,43 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 19 | 3 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7 870 | 1 301 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 191 367 | 2,80 | 31 472 | 5,31 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 20 340 | 10,69 | 3 346 | 13,42 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 40 156 | 23,63 | 6 604 | 26,64 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 2 459 | 2,46 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2 477 | 0,24 | 409 | 3,28 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 55 402 | 2,97 | 9 111 | 5,49 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 3 510 | 71,39 | 577 | 75,91 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 541 297 | 0,62 | 89 005 | 3,08 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 50 | 8 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 81 553 | 6,71 | 13 412 | 9,32 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 795 | 0,76 | 460 | 3,15 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 168 | 1 014 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 370 | 61 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4 187 | 3,84 | 689 | 6,34 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 72 165 | 12 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 9 042 | 0,02 | 1 495 | 2,96 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3 786 | 89,49 | 623 | 94,38 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 9 812 | 36,71 | 1 622 | 40,80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 83 409 | 0,47 | 14 198 | 8,46 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 7 054 | 0,01 | 1 160 | 2,47 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 1 002 | 101,20 | 165 | 107,59 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 32 801 | 3,23 | 5 395 | 5,74 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 104 919 | 0,04 | 17 255 | 2,48 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 55 960 | 9 203 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 2 750 | 5,73 | 452 | 8,39 |
