Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard International Equity Index Funds - Vanguard Total World Stock ETF inkluderar TLT Family Holdco ULC, Laurel Wealth Advisors LLC, Glenmede Investment Management, LP, Lanham O'Dell & Company, Inc., Legal & General Group Plc, Kingstone Capital Partners Texas, LLC, Alta Advisers Ltd, Ridgepath Capital Management LLC, Arkadios Wealth Advisors, Readystate Asset Management Lp, MSTGX - Morningstar Global Income Fund, RMB Capital Management, LLC, Midwestern Financial, LLC /IA, Comprehensive Wealth Management, LLC, CBM Financial, LLC, Fort Point Capital Partners LLC, Permanent Capital Management, LP, Silver Coast Investments LLC, Sellwood Investment Partners LLC, och Silverlake Wealth Management Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 324 258 | 2,95 | 170 194 | 14,11 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8 529 | 1,69 | 1 096 | 20,04 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12 817 | 4,12 | 1 647 | 15,09 | ||||
2025-08-14 | 13F | London & Capital Asset Management Ltd | 26 074 | 9,14 | 3 351 | 20,97 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
2025-07-15 | 13F | Harrell Investment Partners, Llc | 1 674 | 215 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 678 082 | 2,66 | 87 147 | 13,79 | ||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 86 038 | 3,84 | 11 | 22,22 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 13 148 | 3,12 | 2 | 0,00 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 28 934 | 25,75 | 3 719 | 39,36 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 3 312 | 37,83 | 426 | 52,88 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 250 | 32 | ||||||
2025-08-01 | 13F | Clark Asset Management, LLC | 3 086 | 3,91 | 397 | 15,12 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10 600 | 27,94 | 1 362 | 41,88 | ||||
2025-07-22 | 13F | Sage Investment Counsel LLC | 10 355 | 1,65 | 1 331 | 12,62 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 14 030 | 0,47 | 1 803 | 11,37 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 18 874 | 21,08 | 2 426 | 34,20 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 819 | 0,12 | 105 | 11,70 | ||||
2025-07-25 | 13F | Cwm, Llc | 31 031 | 0,17 | 4 | 0,00 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 496 | 1,85 | 64 | 12,50 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 521 | 23,96 | 195 | 37,32 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 426 | 55 | ||||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 23 393 | 0,21 | 3 006 | 11,09 | ||||
2025-08-14 | 13F | Brandywine Trust Co | 2 251 911 | 5,03 | 289 416 | 16,41 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 6 518 | 0,28 | 838 | 11,16 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3 228 | 23,87 | 415 | 37,09 | ||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 16 136 | 1,23 | 2 074 | 12,18 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 42 939 | 7,38 | 5 519 | 19,03 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 694 534 | 12,40 | 89 261 | 24,58 | ||||
2025-07-31 | 13F | AF Advisors, Inc. | 1 681 | 216 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 771 674 | 6,56 | 99 176 | 18,11 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5 925 | 16,47 | 761 | 29,20 | ||||
2025-07-29 | 13F | Lesa Sroufe & Co | 3 125 | 0 | ||||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 12 868 | 0,43 | 1 654 | 11,31 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 17 243 | 1,79 | 2 216 | 12,83 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 5 706 | 71,25 | 1 | |||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 845 | 189,38 | 109 | 227,27 | ||||
2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 5 554 414 | 15,96 | 714 057 | 28,57 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 102 303 | 0,34 | 13 148 | 11,22 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 110 | 10 900,00 | 14 | 16,67 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 5 922 | 11,53 | 761 | 23,74 | ||||
2025-07-10 | 13F | Triangle Securities Wealth Management | 12 389 | 1,28 | 1 592 | 12,27 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 26 223 | 145,83 | 3 370 | 172,65 | ||||
2025-07-23 | 13F | WestEnd Advisors, LLC | 202 | 51,88 | 26 | 66,67 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5 510 | 9,15 | 708 | 21,03 | ||||
2025-08-07 | 13F | Allworth Financial LP | 6 062 | 40,62 | 779 | 57,06 | ||||
2025-08-06 | 13F | Marco Investment Management Llc | 1 718 | 221 | ||||||
2025-08-01 | 13F | Redmond Asset Management, LLC | 13 384 | 2,35 | 1 720 | 13,46 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | Put | 2 000 | 257 | |||||
2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 61 200 | 7 865 | ||||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12 935 | 79,65 | 1 662 | 99,28 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 3 298 | 424 | ||||||
2025-07-29 | 13F | Manchester Financial Inc | 34 888 | 3,83 | 4 484 | 15,07 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 41 344 | 9,89 | 5 360 | 28,23 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 5 075 | 1,00 | 652 | 12,03 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 42 700 | 14,78 | 5 488 | 27,22 | |||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 351 | 45 | ||||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 1 620 | 208 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 6 151 | 3,67 | 791 | 14,99 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 98 736 | 10 | ||||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 077 | 25,05 | 652 | 38,14 | ||||
2025-08-01 | 13F | Purkiss Capital Advisors LLC | 1 693 | 218 | ||||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 5 120 | 14,06 | 658 | 26,35 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2 630 | 0,46 | 338 | 11,55 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 14 723 | 4,49 | 2 | 0,00 | ||||
2025-08-13 | 13F | Northern Trust Corp | 2 617 971 | 1,89 | 336 462 | 12,94 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 19 630 | 2 523 | ||||||
2025-07-16 | 13F | Five Oceans Advisors | 5 080 | 0,79 | 653 | 11,64 | ||||
2025-08-13 | 13F | Virtus ETF Advisers LLC | 26 | 3 | ||||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 12 | 1 100,00 | 2 | |||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 127 138 | 4,73 | 16 340 | 16,09 | ||||
2025-08-15 | 13F | Keel Point, LLC | 8 642 | 0,33 | 1 111 | 11,22 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 573 | 0,51 | 459 | 11,41 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 182 134 | 14,71 | 23 424 | 27,24 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 2 041 | 0,10 | 262 | 11,02 | ||||
2025-08-08 | 13F | Bailard, Inc. | 4 380 | 6,31 | 563 | 17,82 | ||||
2025-07-30 | 13F | Advantage Trust Co | 327 | 42 | ||||||
2025-07-09 | 13F | Fermata Advisors, LLC | 6 439 | 3,24 | 827 | 14,38 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 338 338 | 3,69 | 172 003 | 14,94 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 1 566 | 201 | ||||||
2025-07-31 | 13F | Manuka Financial, LLC | 10 266 | 5,99 | 1 319 | 17,45 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 17 211 | 4,17 | 2 212 | 15,46 | ||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 10 314 | 0,03 | 1 326 | 10,88 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 2 145 | 5,35 | 276 | 16,53 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 55 681 | 2,58 | 7 156 | 13,71 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 65 600 | 266,48 | 8 431 | 306,27 | |||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 4 700 | 604 | |||||
2025-07-14 | 13F | Sowell Financial Services LLC | 17 558 | 1,47 | 2 257 | 12,46 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 229 | 29 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 45 232 | 7,49 | 6 | 25,00 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 10 819 | 1 390 | ||||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 136 126 | 0,32 | 17 495 | 11,19 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4 586 | 0,46 | 589 | 11,34 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 3 674 | 26,56 | 472 | 40,48 | ||||
2025-08-06 | 13F | Shade Tree Advisors LLC | 12 505 | 0,10 | 1 607 | 10,98 | ||||
2025-08-08 | 13F | Creative Planning | 333 001 | 9,50 | 42 797 | 21,37 | ||||
2025-08-04 | 13F | Balentine LLC | 17 860 | 1,99 | 2 295 | 13,05 | ||||
2025-07-16 | 13F/A | CX Institutional | 16 655 | 0,01 | 2 | 100,00 | ||||
2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 3 544 | 0,17 | 455 | 10,98 | ||||
2025-08-05 | 13F | South Dakota Investment Council | 115 591 | 453,31 | 15 | 600,00 | ||||
2025-08-04 | 13F | Lockheed Martin Investment Management Co | 1 595 000 | 211,95 | 204 989 | 245,77 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 9 739 | 0,51 | 1 252 | 11,40 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 61 214 | 8,40 | 7 867 | 20,16 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 440 300 | 8,68 | 56 587 | 20,46 | ||||
2025-07-31 | 13F | Red Wave Investments LLC | 122 316 | 0,86 | 15 720 | 11,80 | ||||
2025-08-14 | 13F | Tudor Financial Inc. | 9 880 | 7,27 | 1 270 | 18,93 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2 594 | 38,94 | 333 | 54,17 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 846 | 0,44 | 237 | 11,27 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4 007 | 0,48 | 515 | 11,26 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 731 | 5,79 | 94 | 16,25 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 16 049 | 3,65 | 2 063 | 14,87 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 25 033 | 3,70 | 3 223 | 14,33 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 12 410 | 2,35 | 1 595 | 13,45 | ||||
2025-08-13 | 13F | CLARET ASSET MANAGEMENT Corp | 2 855 | 1,42 | 0 | |||||
2025-07-22 | 13F | SOL Capital Management CO | 1 565 | 0 | ||||||
2025-08-11 | 13F | Beaumont Capital Management, LLC | 4 076 | 524 | ||||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 3 374 | 434 | ||||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 738 | 0,14 | 95 | 10,59 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 64 220 | 218,71 | 8 254 | 253,30 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 45 063 | 2,96 | 5 792 | 14,13 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 60 304 | 9,58 | 7 750 | 21,45 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 13 212 | 71,52 | 1 698 | 90,15 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 2 822 | 0 | ||||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 70 870 | 5,88 | 9 108 | 17,37 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 11 268 | 1 448 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 213 298 | 14,69 | 27 | 28,57 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 6 429 | 2,02 | 826 | 13,15 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6 212 | 26,75 | 798 | 40,49 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2 418 | 2,20 | 311 | 13,14 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 905 | 182,81 | 116 | 213,51 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 37 | 3 600,00 | 5 | |||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 3 149 | 0,03 | 405 | 10,68 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 277 | 0,36 | 36 | 9,38 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 151 772 | 18,39 | 19 506 | 31,22 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 91 983 | 9,91 | 11 822 | 21,82 | ||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 122 314 | 0,29 | 15 720 | 11,16 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 2 361 | 3,51 | 303 | 14,77 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2 904 | 1,68 | 373 | 12,69 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 4 262 | 0,24 | 548 | 10,95 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 1 764 | 227 | ||||||
2025-07-11 | 13F | Lincoln Capital LLC | 2 885 | 7,17 | 371 | 22,92 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 116 710 | 15 000 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 46 944 | 8,46 | 6 033 | 20,23 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 46 503 | 5,94 | 5 977 | 17,43 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 5 026 | 44,09 | 646 | 59,65 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 15 881 | 3,78 | 2 041 | 14,99 | ||||
2025-08-14 | 13F | TrueWealth Financial Partners | 4 562 | 12,98 | 586 | 25,21 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 86 156 | 9,35 | 11 073 | 21,20 | ||||
2025-08-15 | 13F | Orcam Financial Group | 91 097 | 1,25 | 11 708 | 12,22 | ||||
2025-07-15 | 13F | Optima Capital Llc | 3 724 | 0,68 | 479 | 11,68 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1 212 732 | 115,30 | 155 861 | 138,65 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 21 156 | 2 719 | ||||||
2025-07-23 | 13F | Values Added Financial LLC | 2 423 | 0,04 | 311 | 11,07 | ||||
2025-07-16 | 13F | Embree Financial Group | 2 491 | 0,28 | 320 | 11,11 | ||||
2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 3 370 | 433 | ||||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 46 990 | 1,72 | 6 039 | 12,75 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2 123 | 0,14 | 0 | |||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 23 044 | 8,33 | 2 962 | 20,07 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 511 | 3,44 | 66 | 14,04 | ||||
2025-08-15 | 13F | Morgan Stanley | 4 989 108 | 6,85 | 641 200 | 18,43 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 254 767 | 14,81 | 32 743 | 27,26 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 2 964 | 0,03 | 381 | 10,79 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 437 | 56 | ||||||
2025-07-29 | 13F | TFC Financial Management | 592 | 0,51 | 76 | 11,76 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 1 166 | 0,09 | 150 | 10,37 | ||||
2025-08-14 | 13F | Lighthouse Investment Partners, LLC | 108 330 | 28,46 | 13 923 | 42,38 | ||||
2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 222 800 | 268,75 | 28 634 | 308,77 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 5 525 | 10,30 | 710 | 22,41 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 470 652 | 1,40 | 60 488 | 12,40 | ||||
2025-07-24 | 13F | Moseley Investment Management Inc | 6 671 | 6,74 | 857 | 18,37 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 676 985 | 8,98 | 86 992 | 20,78 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 62 141 | 3,77 | 7 986 | 15,02 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 4 388 | 0,11 | 564 | 10,83 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 2 874 | 21,93 | 369 | 35,16 | ||||
2025-08-14 | 13F | Driehaus Capital Management Llc | 2 636 | 10,76 | 339 | 22,91 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1 928 | 0,16 | 248 | 10,76 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 8 190 | 12,70 | 1 053 | 23,33 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 86 870 | 1,20 | 11 165 | 12,17 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 211 267 | 37,97 | 27 152 | 53,11 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 49 597 | 1,14 | 6 374 | 12,10 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 19 030 | 1,89 | 2 446 | 12,93 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 497 | 38,83 | 64 | 53,66 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2 179 | 0,05 | 280 | 11,11 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 210 792 | 6,37 | 27 | 22,73 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 6 000 | 0,02 | 771 | 10,94 | ||||
2025-07-15 | 13F | Permanent Capital Management, LP | 14 345 | 1 844 | ||||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 883 | 0,10 | 628 | 10,97 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 8 272 | 0,46 | 1 063 | 11,43 | ||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 91 428 | 0,30 | 11 750 | 11,17 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 658 | 4,78 | 85 | 16,67 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 50 652 | 72,87 | 6 510 | 91,61 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 9 500 | 82,69 | 1 216 | 101,99 | |||
2025-07-29 | 13F | Aspiriant, Llc | 5 069 | 1,00 | 651 | 12,05 | ||||
2025-07-22 | 13F | Strid Group, LLC | 1 675 | 215 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25 514 | 14,20 | 3 279 | 26,60 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 27 940 | 3,13 | 3 591 | 14,29 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 104 619 | 0,08 | 13 446 | 10,92 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | 6 132 | 152,76 | 788 | 180,43 | ||||
2025-08-14 | 13F | Fmr Llc | 92 439 | 20,80 | 11 880 | 33,89 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 2 769 081 | 4,34 | 355 895 | 15,66 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 94 881 | 5,01 | 12 145 | 16,04 | ||||
2025-08-14 | 13F | First Manhattan Co | 4 871 | 0,58 | 626 | 11,59 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 12 894 | 1 657 | ||||||
2025-07-09 | 13F | Westmount Partners, LLC | 51 999 | 6,45 | 6 683 | 17,99 | ||||
2025-07-24 | 13F | Trevian Wealth Management LLC | 8 529 | 0,01 | 1 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 1 543 | 198 | ||||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 458 | 298,26 | 59 | 346,15 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 7 166 | 10,93 | 921 | 22,83 | ||||
2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 11 013 | 96,77 | 1 415 | 118,36 | ||||
2025-07-28 | 13F | Allianz Asset Management GmbH | 879 620 | 76,75 | 113 049 | 95,92 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 195 441 | 8,16 | 25 118 | 19,89 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 145 219 | 6,37 | 18 663 | 17,90 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1 812 | 210 | ||||||
2025-07-29 | 13F | Unison Advisors LLC | 8 334 | 0,18 | 1 071 | 11,10 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 22 314 | 16,06 | 2 868 | 28,62 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 4 439 | 570 | ||||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 7 586 | 6,72 | 975 | 18,33 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 6 297 | 16,96 | 809 | 28,01 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 1 764 | 4,69 | 229 | 14,50 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 641 | 457,39 | 82 | 530,77 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3 570 | 5,90 | 459 | 17,44 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 3 239 | 13,61 | 416 | 26,06 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 37 365 | 0,86 | 4 802 | 11,80 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 551 | 0,55 | 71 | 11,11 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 1 864 | 240 | ||||||
2025-08-11 | 13F | Addison Capital Co | 40 890 | 11,32 | 5 255 | 23,39 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 7 833 | 5,54 | 1 007 | 16,98 | ||||
2025-04-10 | 13F | Bremer Bank National Association | 3 346 | 388 | ||||||
2025-08-13 | 13F | Schroder Investment Management Group | 3 688 285 | 67,00 | 474 018 | 85,31 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 1 749 | 225 | ||||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 176 001 | 12,40 | 22 620 | 24,59 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 18 091 | 22 513,75 | 2 325 | 25 733,33 | ||||
2025-06-26 | NP | HF - DGA Absolute Return ETF | 16 412 | 19,88 | 1 914 | 15,45 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 11 055 | 2,68 | 1 421 | 13,78 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 1 275 | 0,24 | 164 | 10,88 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 3 926 | 1,60 | 505 | 12,50 | ||||
2025-08-11 | 13F | Sierra Capital LLC | 7 378 | 0,48 | 1 | |||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 82 652 | 533,54 | 10 622 | 602,51 | ||||
2025-08-14 | 13F | Empire Life Investments Inc. | 8 573 | 34,16 | 1 102 | 48,78 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 24 266 | 0,71 | 3 119 | 11,64 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 2 364 | 0,04 | 304 | 10,58 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 397 | 6,72 | 308 | 18,46 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 3 346 | 430 | ||||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19 821 | 6,14 | 2 547 | 17,64 | ||||
2025-08-14 | 13F | Chilton Investment Co Llc | 2 954 | 380 | ||||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 6 295 | 3,79 | 809 | 15,08 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 6 563 | 6,06 | 843 | 17,57 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 9 009 | 1,48 | 1 158 | 12,44 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 1 110 | −51,80 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 198 008 | 36,47 | 25 346 | 50,82 | ||||
2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | Short | −3 486 | −30,45 | −448 | −22,89 | |||
2025-08-14 | 13F | Karpus Management, Inc. | 2 015 | 259 | ||||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 1 685 | 217 | ||||||
2025-07-25 | 13F | We Are One Seven, LLC | 8 914 | 8,32 | 1 146 | 20,02 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 39 823 | 204,13 | 5 132 | 252,71 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 11 363 | 0,21 | 1 460 | 11,11 | ||||
2025-08-12 | 13F | LPL Financial LLC | 982 296 | 3,71 | 126 245 | 14,95 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 180 348 | 41,41 | 23 179 | 56,75 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 38 695 | 11,75 | 4 977 | 28,35 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 9 430 | 0,45 | 1 212 | 11,31 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 43 377 | 23,69 | 5 030 | 22,09 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 520 | 0,86 | 452 | 11,88 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 44 785 | 1,95 | 5 756 | 13,00 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 3 765 | 0,03 | 484 | 10,78 | ||||
2025-07-18 | 13F | Columbia Asset Management | 2 140 | 7,27 | 275 | 19,05 | ||||
2025-08-14 | 13F | Colony Group, LLC | 225 683 | 20,00 | 29 005 | 33,00 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 9 196 | 1,88 | 1 182 | 12,91 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 12 399 | 5,69 | 1 594 | 17,13 | ||||
2025-07-29 | 13F | Creekside Partners | 14 154 | 0,01 | 1 819 | 10,85 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 1 559 | 0 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 300 584 | 13,51 | 38 631 | 25,81 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 18 877 | 1,84 | 2 426 | 12,84 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 50 206 | 0,18 | 6 452 | 11,03 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 144 683 | 7,19 | 18 595 | 18,81 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3 229 | 29,16 | 415 | 43,25 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 1 991 | 256 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 21 957 | 16,70 | 2 822 | 29,39 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 140 092 | 18 005 | ||||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 453 | 1,71 | 444 | 12,72 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 4 132 | 0,02 | 531 | 10,86 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 517 714 | 3,44 | 66 537 | 14,65 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 790 | 88,42 | 230 | 109,09 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 32 336 | 0,09 | 4 156 | 10,95 | ||||
2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 139 617 | 17 944 | ||||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 14 736 | 0,90 | 1 911 | 16,53 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 1 622 119 | 29,06 | 208 475 | 43,05 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 104 270 | 12,72 | 141 921 | 24,94 | ||||
2025-08-13 | 13F | Okabena Investment Services Inc | 99 750 | 1,35 | 12 820 | 12,34 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 142 | 18 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 8 281 | 50,51 | 1 064 | 67,03 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 54 283 | 1,39 | 6 976 | 12,37 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 12 197 | 1 568 | ||||||
2025-08-28 | 13F | Prospera Capital Management, LLC | 2 816 | 362 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 2 149 522 | 4,86 | 276 256 | 16,23 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1 389 | 5,15 | 38 | 18,75 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 319 | 10,80 | ||||||
2025-08-13 | 13F | Nyl Investors Llc | 86 734 | 3,87 | 11 147 | 15,14 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 3 554 | 2,16 | 457 | 13,15 | ||||
2025-07-22 | 13F | Bank Hapoalim Bm | 18 473 | 14,84 | 2 | 100,00 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 186 | 7,51 | 24 | 15,00 | ||||
2025-07-25 | 13F | BCR Wealth Strategies, LLC | 3 638 | 5,48 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 32 163 | 3,08 | 4 134 | 14,23 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 3 005 | 2,56 | 348 | 1,16 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 215 884 | 0,15 | 27 745 | 11,01 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 3 649 | 18,63 | 469 | 31,46 | ||||
2025-08-05 | 13F | Huntington National Bank | 606 | 1,68 | ||||||
2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 3 102 | 399 | ||||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 210 387 | 7,48 | 27 039 | 17,58 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 1 340 | 10,65 | 172 | 22,86 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 585 | 1,06 | 332 | 12,16 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 11 207 | 9,60 | 1 440 | 21,52 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 823 | 0,61 | 106 | 11,70 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 2 637 | 3,94 | 339 | 14,97 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 157 887 | 3,37 | 20 292 | 14,57 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 186 | 0,54 | 24 | 9,52 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 41 321 | 3,29 | 5 311 | 14,49 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 15 386 | 2,77 | 1 977 | 13,88 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 18 346 | 23,99 | 2 358 | 37,43 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 1 400 | 0,79 | 180 | 11,88 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 42 699 | 4,96 | 5 488 | 16,32 | ||||
2025-08-07 | 13F | Readystate Asset Management Lp | 25 783 | 3 314 | ||||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 9 260 | 17,10 | 1 190 | 29,91 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 8 481 | 57,00 | 1 090 | 73,96 | ||||
2025-08-14 | 13F | 10Elms LLP | 195 | 29,14 | 25 | 47,06 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 2 281 | 293 | ||||||
2025-07-08 | 13F | Parallel Advisors, LLC | 34 834 | 3,23 | 4 477 | 14,42 | ||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 9 037 | 4,55 | 1 161 | 15,87 | ||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 4 310 | 7,21 | 1 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 39 735 | 11,28 | 5 107 | 23,33 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 25 986 | 3,66 | 3 340 | 14,90 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 45 901 | 29,21 | 5 943 | 43,67 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 1 737 | 223 | ||||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 32 460 | 10,55 | 4 172 | 22,53 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 46 929 | 10,28 | 6 031 | 22,23 | ||||
2025-07-21 | 13F | Successful Portfolios LLC | 8 284 | 0,49 | 1 065 | 11,41 | ||||
2025-08-14 | 13F | Seldon Capital Lp | 213 135 | 182,12 | 27 392 | 212,73 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 522 | 9,04 | 324 | 20,90 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 7 430 | 955 | ||||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 10 346 | 1 330 | ||||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 6 690 | 6,87 | 860 | 18,48 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 109 124 | 19,67 | 14 025 | 32,65 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 366 282 | 3 | ||||||
2025-08-15 | 13F | Lgl Partners, Llc | 4 112 | 0,46 | 539 | 13,50 | ||||
2025-07-16 | 13F | Flower City Capital | 3 791 | 2,29 | 487 | 13,52 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 2 829 | 1,00 | 364 | 12,04 | ||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 10 187 | 1,09 | 1 309 | 12,07 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 18 366 | 4,69 | 2 360 | 16,03 | ||||
2025-07-09 | 13F | Sarasin & Partners LLP | 29 947 | 27,97 | 3 849 | 41,84 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 2 904 | 373 | ||||||
2025-07-31 | 13F | Brighton Jones Llc | 289 399 | 5,05 | 37 194 | 16,44 | ||||
2025-08-08 | 13F | Breed's Hill Capital LLC | 13 979 | 0,04 | 1 797 | 10,86 | ||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 1 805 | 0,22 | 232 | 11,06 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 6 242 | 225,10 | 802 | 261,26 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2 597 | 43,32 | 334 | 58,57 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 442 004 | 3,05 | 57 | 14,29 | ||||
2025-08-13 | 13F | Global Endowment Management, LP | 302 086 | 1,00 | 38 824 | 11,95 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 71 594 | 22,58 | 9 201 | 35,89 | ||||
2025-08-01 | 13F | First Pacific Advisors, LP | 16 777 | 3,25 | 2 156 | 14,44 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 5 805 | 0,03 | 746 | 11,01 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 7 584 | 0,07 | 975 | 10,93 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9 331 | 1 199 | ||||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 40 | 5 | ||||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 21 074 | 0,00 | 2 443 | −1,29 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 729 | 10,45 | 94 | 22,37 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 1 965 | 253 | ||||||
2025-08-12 | 13F | Howe & Rusling Inc | 485 | 40,58 | 62 | 55,00 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 3 545 | 456 | ||||||
2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 2 780 | 0,47 | 357 | 11,56 | ||||
2025-08-14 | 13F | DC Investments Management, LLC | 667 054 | 84,32 | 85 730 | 104,30 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 402 173 | 5,90 | 308 727 | 17,38 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 29 721 | 1,40 | 3 820 | 12,03 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 11 040 | 6,53 | 1 419 | 18,07 | ||||
2025-08-07 | 13F | Midwest Trust Co | 8 234 | 1 058 | ||||||
2025-08-08 | 13F | Glassman Wealth Services | 365 | 15,51 | 47 | 27,78 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 80 183 | 0,87 | 10 305 | 11,80 | ||||
2025-07-11 | 13F | Diversified Trust Co | 42 919 | 13,37 | 5 516 | 25,66 | ||||
2025-08-07 | 13F | Weil Company, Inc. | 174 526 | 121,24 | 22 430 | 145,24 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 254 422 | 852,53 | 32 698 | 955,80 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 14 542 | 10,44 | 1 869 | 22,41 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 855 | 19,58 | 110 | 32,93 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 41 940 | 24,89 | 5 390 | 38,45 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 17 830 | 95,10 | 2 292 | 116,34 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 28 548 | 8,10 | 3 669 | 19,79 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 31 974 | 4 109 | ||||||
2025-08-14 | 13F | CIBC World Markets Inc. | 37 902 | 8,72 | 4 871 | 20,51 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 67 769 | 14,90 | 8 796 | 28,62 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 160 175 | 1,47 | 20 586 | 12,47 | ||||
2025-08-14 | 13F | Tandem Financial, LLC | 1 575 | 202 | ||||||
2025-08-14 | 13F | Investment House Llc | 8 369 | 1 076 | ||||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 60 216 | 1,74 | 7 739 | 12,78 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 43 | 168,75 | 6 | 400,00 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 17 300 | 2 223 | ||||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 4 351 | 0,23 | 559 | 11,13 | ||||
2025-07-15 | 13F | Attessa Capital LLC | 4 982 | 76,17 | 640 | 95,72 | ||||
2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 3 713 | 43,53 | 477 | 59,53 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 4 119 | 0,46 | 529 | 11,37 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 523 807 | 9,64 | 67 320 | 21,52 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 5 187 | 0,43 | 667 | 11,37 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 10 540 | 0,01 | 1 355 | 10,89 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 15 603 | 0,06 | 2 | 100,00 | ||||
2025-07-16 | 13F | Plancorp, LLC | 5 337 | 686 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F | Rexford Capital Inc | 108 | 14 | ||||||
2025-08-08 | 13F | TD Capital Management LLC | 1 111 | 0,45 | 143 | 10,94 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 120 | 0,84 | 15 | 15,38 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 138 266 | 35,32 | 17 770 | 49,99 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 46 521 | 0,20 | 5 979 | 11,05 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3 933 | 0,41 | 505 | 11,23 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 173 | 0,58 | 22 | 15,79 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 8 306 | 122,03 | 968 | 120,50 | ||||
2025-08-12 | 13F | Barings Llc | 789 847 | 285,36 | 101 511 | 327,14 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 184 728 | 2,14 | 23 741 | 13,22 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 21 980 | 2 825 | ||||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 1 | 0 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 4 745 | 218,67 | 610 | 254,07 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 32 084 | 32,95 | 4 123 | 47,36 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 2 359 | 0,04 | 303 | 10,99 | ||||
2025-08-07 | 13F | Mayport, Llc | 4 545 | 0,15 | 584 | 11,03 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 8 297 | 3,76 | 1 066 | 14,99 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 2 656 | 3,07 | 341 | 14,43 | ||||
2025-08-07 | 13F | Resolute Advisors LLC | 3 503 | 0,49 | 450 | 11,39 | ||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 1 873 | 243 | ||||||
2025-06-26 | NP | MSTGX - Morningstar Global Income Fund | 25 051 | 2 921 | ||||||
2025-08-04 | 13F | Keybank National Association/oh | 9 794 | 65,10 | 1 259 | 83,11 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 184 228 | 23,43 | 152 196 | 36,81 | ||||
2025-08-14 | 13F | DRW Securities, LLC | 9 314 | 1 200 | ||||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 12 443 | 7,66 | 1 617 | 20,60 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 21 566 | 2 772 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 105 576 | 11,32 | 13 565 | 23,34 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 9 462 | 1 216 | ||||||
2025-08-05 | 13F | NewSquare Capital LLC | 99 | 13 | ||||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 2 669 | 2,26 | 343 | 13,58 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 355 | 0,28 | 46 | 12,50 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51 754 | 2,85 | 6 651 | 14,00 | ||||
2025-05-21 | 13F | CBM Financial, LLC | 20 375 | 2 507 | ||||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 27 819 | 317,95 | 3 575 | 13,74 | ||||
2025-08-08 | 13F | eCIO, Inc. | 1 814 | 0,50 | 233 | 11,48 | ||||
2025-07-25 | 13F | Welch Group, LLC | 1 602 | 206 | ||||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 2 463 | 54,91 | 317 | 71,74 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 708 | 30,63 | 91 | 42,86 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 18 615 | 0,11 | 2 392 | 11,00 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 63 771 | 43,63 | 8 196 | 59,19 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 3 653 | 2,93 | 469 | 14,11 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6 128 | 7,91 | 788 | 19,60 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 106 184 | 98,06 | 12 312 | 95,49 | ||||
2025-07-09 | 13F | Sivia Capital Partners, LLC | 93 445 | 27,34 | 12 010 | 41,15 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 13 238 | 365,63 | 1 701 | 417,02 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 6 301 | 1,48 | 810 | 12,36 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 30 360 | 1,58 | 3 902 | 12,58 | ||||
2025-07-17 | 13F | BFI Infinity Ltd. | 7 632 | 981 | ||||||
2025-07-29 | 13F | FLC Capital Advisors | 1 800 | 2,27 | 231 | 13,24 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 9 704 | 60,53 | 1 247 | 78,14 | ||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 373 263 | 30,75 | 47 972 | 28,23 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2 398 | 0,25 | 313 | 13,00 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34 080 | 7,59 | 4 380 | 19,25 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 2 043 | 5,80 | 263 | 17,49 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 52 094 | 18,83 | 6 695 | 31,71 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 791 | 4,80 | 230 | 16,16 | ||||
2025-08-08 | 13F | SG Americas Securities, LLC | 8 234 | 78,57 | 1 | |||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 75 548 | 17,42 | 9 709 | 30,15 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 616 | 562,37 | 79 | 690,00 | ||||
2025-08-12 | 13F | Legal & General Group Plc | 137 915 | 17 646 | ||||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 342 209 | 21,97 | 43 980 | 35,20 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 4 757 | 54,15 | 611 | 71,15 | ||||
2025-08-14 | 13F | FC Advisory LLC | 6 871 | 0,47 | 883 | 11,35 | ||||
2025-07-28 | 13F | Courier Capital Llc | 2 728 | 0,04 | 351 | 10,76 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 3 068 | 0,39 | 394 | 11,30 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 7 709 | 0,06 | 991 | 10,86 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 31 011 | 0,75 | 3 986 | 11,69 | ||||
2025-07-22 | 13F | Vested Financial Planning, LLC | 2 922 | 7,86 | 375 | 19,43 | ||||
2025-07-25 | 13F | Alta Advisers Ltd | 62 875 | 5 897 | ||||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 5 | 1 | ||||||
2025-08-13 | 13F | SCS Capital Management LLC | 437 831 | 9,59 | 56 270 | 21,47 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 5 219 | 6,01 | 678 | 18,95 | ||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 128 844 | 1,44 | 16 588 | 12,63 | ||||
2025-07-16 | 13F | Kendall Capital Management | 8 713 | 2,49 | 1 120 | 13,60 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 130 561 | 5,15 | 16 780 | 16,55 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 241 982 | 9,26 | 31 103 | 21,11 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 521 529 | 25,32 | 67 027 | 38,90 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 49 836 | 0,66 | 6 405 | 11,57 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 332 | 3,69 | 300 | 15,00 | ||||
2025-08-25 | NP | FPAG - FPA Global Equity ETF | 16 777 | 4,10 | 2 156 | 15,42 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 9 196 | 300,35 | 1 182 | 343,98 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 358 046 | 3,20 | 46 016 | 14,39 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 1 840 | 236 | ||||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 40 617 | 1,18 | 5 220 | 12,16 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 7 480 | 135,59 | 961 | 161,14 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 9 064 | 10,50 | 1 110 | 22,52 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11 044 | 9,81 | 1 419 | 21,70 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 1 929 | 6,28 | 248 | 17,62 | ||||
2025-08-11 | 13F | Retirement Capital Strategies | 237 425 | 30 514 | ||||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 27 252 | 0,17 | 3 160 | −1,16 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 2 634 | 2,89 | 339 | 14,19 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 595 455 | 11,27 | 76 528 | 23,33 | ||||
2025-07-30 | 13F/A | Divergent Planning, LLC | 7 200 | 28,82 | 925 | 41,44 | ||||
2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 8 403 | 2,90 | 1 | |||||
2025-07-14 | 13F | Foster Group, Inc. | 100 711 | 4,83 | 12 943 | 16,20 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 49 673 | 4,48 | 6 384 | 15,80 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 16 189 | 12,55 | 2 081 | 24,78 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 162 081 | 0,55 | 20 831 | 11,45 | ||||
2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 104 | 13 | ||||||
2025-08-06 | 13F | Genus Capital Management Inc. | 6 289 | 24,96 | 808 | 38,59 | ||||
2025-07-15 | 13F | Maseco Llp | 55 | 7 | ||||||
2025-07-08 | 13F | Webster Bank, N. A. | 256 | 20,75 | 33 | 33,33 | ||||
2025-07-28 | 13F | DORVAL Corp | 120 975 | 0,38 | 15 548 | 7,00 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 7 058 | 4,70 | 907 | 16,13 | ||||
2025-08-15 | 13F | TLT Family Holdco ULC | 505 000 | 64 903 | ||||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 18 247 | 58,02 | 2 116 | 55,97 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4 846 | 4,80 | 623 | 16,04 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 30 878 | 10,81 | 3 968 | 22,81 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17 808 | 0,35 | 2 289 | 11,23 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 11 304 | 14,08 | 1 453 | 26,48 | ||||
2025-08-14 | 13F | Vernal Point Advisors, LLC | 509 308 | 8,22 | 65 456 | 19,96 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 4 871 | 626 | ||||||
2025-07-10 | 13F | Secure Asset Management, LLC | 36 187 | 18,42 | 4 651 | 31,24 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 2 396 | 11,13 | 308 | 23,29 | ||||
2025-07-11 | 13F | Myecfo, Llc | 54 096 | 0,08 | 6 952 | 10,93 | ||||
2025-07-18 | 13F | Truist Financial Corp | 75 600 | 10,05 | 9 716 | 22,00 | ||||
2025-07-31 | 13F | Intelligent Financial Strategies | 61 365 | 172,73 | 7 887 | 202,38 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 206 | 4,01 | 0 | |||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 317 019 | 10,84 | 40 743 | 22,86 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 5 860 | 753 | ||||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 492 | 1,84 | 192 | 13,02 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 3 346 | 28,40 | 430 | 42,38 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 13 048 | 8,79 | 1 677 | 20,58 | ||||
2025-07-17 | 13F | Lakewood Asset Management LLC | 45 158 | 3,08 | 5 804 | 14,25 | ||||
2025-07-23 | 13F | Seamount Financial Group Inc | 25 987 | 17,81 | 3 340 | 30,58 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 15 | 2 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 26 610 | 221,18 | 3 512 | 266,21 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 335 | 43 | ||||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 3 103 | 0,23 | 399 | 11,17 | ||||
2025-06-17 | 13F | Ridgepath Capital Management LLC | 40 457 | 4 691 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 43 777 | 93,44 | 5 626 | 114,41 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 1 199 | 829,46 | 154 | 1 000,00 | ||||
2025-08-06 | 13F | Equity Investment Corp | 31 917 | 0,47 | 4 102 | 11,35 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5 374 | 3,61 | 708 | 17,80 | ||||
2025-07-18 | 13F | Viewpoint Investment Partners Corp | 9 700 | 16,87 | 1 247 | 29,52 | ||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 16 861 | 0,73 | 2 167 | 11,65 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 12 683 | 6,18 | 1 630 | 17,69 | ||||
2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 21 018 | 2 701 | ||||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 10 672 | 1 372 | ||||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 723 | 0 | ||||||
2025-08-11 | 13F | Heritage Wealth Advisors | 178 195 | 8,55 | 22 902 | 20,32 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 3 283 | 0,31 | 422 | 11,08 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 16 302 | 11,65 | 2 095 | 23,82 | ||||
2025-08-08 | 13F | Gts Securities Llc | 4 690 | 118,44 | 603 | 142,74 | ||||
2025-08-06 | 13F | Drystone LLC | 10 167 | 57,68 | 1 307 | 74,83 | ||||
2025-08-15 | 13F | Fft Wealth Management Llc | 2 704 | 0,45 | 354 | 13,46 | ||||
2025-07-15 | 13F | Seven Post Investment Office LP | 70 254 | 0,15 | 9 029 | 10,99 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 14 | 2 | ||||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 47 783 | 0,65 | 6 141 | 11,57 | ||||
2025-08-14 | 13F | UBS Group AG | 1 707 993 | 5,41 | 219 511 | 16,83 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 1 980 | 0,41 | 254 | 11,40 | ||||
2025-07-11 | 13F | LongView Wealth Management | 21 034 | 26,35 | 2 703 | 40,05 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 2 744 | 51,10 | 353 | 67,62 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 7 805 | 12,32 | 1 002 | 24,35 | ||||
2025-08-07 | 13F | Commerce Bank | 2 444 | 25,98 | 314 | 40,18 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 31 356 | 6,07 | 4 030 | 17,57 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 21 418 | 0,00 | 2 753 | 10,83 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 3 | 50,00 | 0 | |||||
2025-07-14 | 13F | Sellwood Investment Partners LLC | 10 726 | 1 379 | ||||||
2025-08-07 | 13F | Tacita Capital Inc | 1 608 | 6,63 | 207 | 18,39 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 123 306 | 6,38 | 16 | 15,38 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 20 335 | 0,06 | 2 613 | 10,91 | ||||
2025-07-30 | 13F | Bernzott Capital Advisors | 24 597 | 2,03 | 3 161 | 13,09 | ||||
2025-07-24 | 13F | Blair William & Co/il | 32 232 | 53,30 | 4 143 | 69,96 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 2 895 | 0,56 | 0 | |||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 7 192 | 13,89 | 924 | 26,23 |