Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF inkluderar Jump Financial, LLC, CLSM - Cabana Target Leading Sector Moderate ETF, Asio Capital, LLC, Envision Financial Planning, LLC, TDSC - Cabana Target Drawdown 10 ETF, Rochester Wealth Strategies, LLC, DNMZX - PGIM NATIONAL MUNI FUND Class Z, Centiva Capital, LP, Fiduciary Wealth Partners, LLC, Midwest Trust Co, Midwestern Financial, LLC /IA, Strathmore Capital Advisors, Inc., Silverlake Wealth Management Llc, Access Financial Services, Inc., IMPACTfolio, LLC, Prospera Capital Management, LLC, Forefront Analytics, LLC, XTX Topco Ltd, Sapient Capital Llc, och BridgePort Financial Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 16 272 | 798 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1 023 | 50 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 21 831 076 | 0,65 | 1 070 378 | −0,55 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 754 721 | 4,29 | 37 004 | 3,05 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 91 073 | 6,23 | 4 465 | 4,98 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 29 304 | 483,16 | 294 | 18,07 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 38 860 | 106,06 | 1 905 | 103,74 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 250 | 61 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 903 | 1,36 | 240 | 0,00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 310 | 260 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 94 696 | 0,82 | 4 643 | −0,39 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10 570 | 58,59 | 518 | 56,97 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 32 206 | 6,81 | 1 579 | 5,55 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 28 996 | 2,00 | 1 422 | 0,78 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 293 331 | 0,23 | 14 382 | −0,96 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6 263 | 5,70 | 307 | 4,78 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 118 | 0,85 | 6 | 0,00 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 137 996 | 6 766 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 53 861 | 22,60 | 2 641 | 21,16 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 77 170 | 4,47 | 3 784 | 3,22 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 6 645 | 256,30 | 326 | 253,26 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 683 670 | 23,04 | 82 550 | 21,58 | ||||
| 2025-08-14 | 13F | Betterment LLC | 482 841 | 355,97 | 24 | 360,00 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 42 457 | 126,26 | 2 082 | 123,52 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 242 144 | 14,02 | 12 | 10,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 97 684 | 11,90 | 4 789 | 10,57 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 15 860 | 0,65 | 1 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 638 035 | 5,97 | 178 373 | 4,71 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 762 | 1,20 | 37 | 0,00 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 118 489 | 27,89 | 5 810 | 26,37 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 142 151 | 5,78 | 6 970 | 4,51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 3 347 | 0,57 | 164 | −0,61 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 73 498 | 2,86 | 3 604 | 1,64 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 25 001 | 23,87 | 1 226 | 22,38 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 66 488 | 22,13 | 3 260 | 20,66 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 9 033 | 32,88 | 443 | 31,16 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14 426 | 1,38 | 707 | 0,14 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 5 046 259 | 8,98 | 247 418 | 7,68 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 202 728 | 8,67 | 58 970 | 7,37 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 22 998 | 8,55 | 1 128 | 7,23 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 7 110 | 21,85 | 349 | 20,42 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 132 002 | 2 373,80 | 6 472 | 2 333,08 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 17 296 | 2,20 | 848 | 1,07 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 11 558 | 53,57 | 567 | 51,74 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 62 427 | 2,60 | 3 061 | 1,36 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 12 442 | 0,06 | 610 | −1,13 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 59 885 | 21,00 | 2 936 | 19,59 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 107 213 | 7,25 | 5 257 | 5,97 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 336 379 | 1 712,39 | 16 493 | 1 692,61 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 1 075 627 | 17,39 | 52 738 | 16,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 702 670 | 6,93 | 34 452 | 7,50 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 132 782 | 37,79 | 6 510 | 36,16 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 24 216 | 178,60 | 1 187 | 175,41 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 98 788 | 68,29 | 4 844 | 66,31 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1 519 | 74 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 2 348 | 0,82 | 115 | 0,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 20 793 | 1 019 | ||||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 26 017 | 227,75 | 1 276 | 224,43 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 88 578 | 4 343 | ||||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 26 079 | 204,45 | 1 279 | 200,71 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 4 415 | 0,85 | 216 | −0,46 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10 943 | 537 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 745 522 | 36 553 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 13 851 | 679 | ||||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 18 423 | 0,01 | 903 | −1,20 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 38 286 | 152,58 | 1 877 | 149,60 | ||||
| 2025-08-22 | NP | FENCX - Fidelity SAI Enhanced Municipal Income Fund | 42 800 | 131,35 | 2 098 | 128,79 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 178 896 | 39,64 | 8 771 | 37,97 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 19 814 | 45,54 | 971 | 43,85 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 350 253 | 2,48 | 17 173 | 1,26 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 159 932 | 7 841 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 105 305 | 38,38 | 5 163 | 36,73 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9 004 | 0,03 | 441 | −1,12 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 121 438 | 42,87 | 5 954 | 41,19 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 1 922 | 94 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45 537 | 13,18 | 2 233 | 11,82 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 119 525 | 7,76 | 5 860 | 6,49 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 79 895 | 34,15 | 3 917 | 32,55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 18 100 | 229,09 | 887 | 226,10 | |||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 7 237 | 0,84 | 355 | −0,56 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 130 952 | 6 421 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 286 687 | 15,92 | 14 056 | 14,55 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 177 137 | 21,10 | 8 685 | 19,68 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3 258 439 | 3,70 | 159 757 | 2,46 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 21 855 | 1 071 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 321 315 | 6,26 | 15 754 | 5,00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 434 319 | 1 194,16 | 21 295 | 1 178,92 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 9 107 | 45,04 | 447 | 43,41 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 22 431 | 46,44 | 1 100 | 44,61 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 10 565 | 59,91 | 518 | 58,10 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 27 316 | 4,26 | 1 339 | 3,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 576 | 510,24 | 175 | 503,45 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 8 227 | 0,30 | 403 | −0,74 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 79 728 | 1,60 | 3 909 | 0,41 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 153 772 | 0,80 | 7 539 | −0,40 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 184 879 | 80,41 | 9 065 | 78,28 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 31 843 | 145,89 | 1 556 | 142,21 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 546 685 | 1,98 | 26 777 | 0,67 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 6 593 | 1 388,26 | 323 | 1 433,33 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 417 | 189,78 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 171 657 | 12,39 | 8 416 | 11,06 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 207 930 | 8,68 | 10 195 | 7,38 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10 253 | 503 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 181 432 | 24,52 | 8 896 | 23,03 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 147 712 | 9,11 | 7 242 | 7,82 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 38 925 | 3,48 | 1 908 | 2,25 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 24 020 | 1 178 | ||||||
| 2025-08-05 | 13F | Burney Co/ | 54 775 | 94,50 | 2 686 | 92,20 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 22 135 | 51,79 | 1 085 | 50,07 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 134 | 13 300,00 | 7 | −57,14 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 5 650 | 0,02 | 277 | −1,07 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 179 431 | 99,22 | 8 798 | 96,84 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 53 405 | 5,01 | 2 618 | 3,77 | ||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 88 889 | 19,79 | 4 358 | 18,36 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 538 | 13,39 | 272 | 11,98 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 12 197 | 598 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17 119 | 45,99 | 839 | 44,41 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 24 753 | 62,51 | 1 214 | 60,66 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 58 300 | 2 858 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 164 729 | 63,88 | 8 077 | 61,94 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 6 670 | 237,89 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 838 | 16,23 | 41 | 17,14 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 59 135 | 30,38 | 2 899 | 28,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 195 701 | 10,90 | 9 595 | 9,58 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 59 314 | 108,26 | 2 908 | 105,80 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 4 350 | 213 | ||||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 16 509 | 227,75 | 809 | 224,90 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 48 900 | 0,45 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 20 423 | 1 001 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 296 755 | 14,67 | 14 550 | 13,31 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 310 | 211 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 356 447 | 15,33 | 17 477 | 13,96 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 16 624 | 115,92 | 815 | 113,35 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 2 015 | 0,80 | 99 | −1,01 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 5 798 | 6,33 | 284 | 5,19 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 4 197 | 1 253,87 | 206 | 1 266,67 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 596 | 56,84 | 29 | 61,11 | ||||
| 2025-07-30 | NP | FSMUX - Strategic Advisers Municipal Bond Fund | 4 394 271 | 19,14 | 214 440 | 14,77 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 241 902 | 2,94 | 11 860 | 1,72 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 5 573 | 69,70 | 273 | 68,52 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 32 142 | 7,39 | 1 576 | 6,06 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 77 491 | 22,44 | 3 799 | 20,99 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 13 841 | 1,65 | 679 | 0,44 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 40 546 | 4,84 | 1 988 | 3,54 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 19 624 | 1,40 | 962 | 0,21 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 40 249 | 3,62 | 1 973 | 2,39 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 101 | 5 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 628 647 | 1,06 | 79 853 | −0,14 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 760 | 62,96 | 86 | 62,26 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 386 | 19 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 35 989 | 46,09 | 1 765 | 44,35 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 20 735 | 6,69 | 1 017 | 5,39 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 80 157 | 3 930 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 14 276 | 700 | ||||||
| 2025-08-05 | 13F | Snider Financial Group | 43 916 | 1,14 | 2 153 | −0,05 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17 828 | 113,79 | 874 | 111,62 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 39 250 | 6,42 | 1 924 | 5,14 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 227 290 | 13,14 | 11 144 | 11,80 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 57 395 | 1,72 | 2 814 | 0,54 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 45 526 | 39,27 | 2 222 | 39,69 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 28 967 | 14,34 | 1 420 | 12,97 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 32 372 | 19,11 | 1 587 | 17,73 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 6 720 | 13,57 | 329 | 12,29 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28 527 | 37,78 | 1 399 | 36,12 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 5 238 | 0,83 | 257 | −0,39 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 12 660 | 5,25 | 621 | 4,03 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 14 314 | 1,39 | 702 | 0,14 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 13 381 | 656 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 19 675 | −1,19 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 6 996 | 342 | ||||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 21 020 | 23,50 | 1 031 | 22,04 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 404 770 | 87,65 | 363 056 | 85,42 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 36 909 | 1 810 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 191 871 | 80,53 | 9 407 | 78,40 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 140 313 | 3,33 | 7 | 0,00 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 3 284 | 1 575,51 | 161 | 1 688,89 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 5 719 | 20,15 | 280 | 18,64 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 32 058 | 69,60 | 1 572 | 67,66 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 182 398 | 2,06 | 9 051 | 1,02 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 7 | 0 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 17 183 | 96,78 | 842 | 94,46 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 9 871 | 2,60 | 484 | 1,26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 56 270 | 8,45 | 2 759 | 7,15 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 95 324 | 197,65 | 4 674 | 194,08 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 10 756 | 527 | ||||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 92 439 | 11,75 | 4 532 | 10,43 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 20 374 | 999 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 19 046 | 6,93 | 934 | 5,66 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 26 846 | 40,83 | 1 316 | 39,26 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 14 032 | 0,31 | 688 | −0,86 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 29 280 | 7,23 | 1 435 | 5,98 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 6 007 | 0 | ||||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 4 156 | 204 | ||||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 30 557 | 6,52 | 1 498 | 5,27 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 17 945 | 52,79 | 880 | 51,03 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 16 241 | 3,56 | 796 | 3,51 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 59 120 | 9,95 | 2 899 | 8,62 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 33 356 | 8,18 | 1 635 | 6,93 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 123 569 | 7,21 | 6 059 | 5,93 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 29 270 | 10,22 | 1 435 | 8,96 | ||||
| 2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 83 117 | 1 825,34 | 4 056 | 1 760,55 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 18 538 | 103,87 | 909 | 101,33 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 45 802 | 522,23 | 2 246 | 515,07 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 38 938 | 228,01 | 1 909 | 224,11 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 63 805 | 1,78 | 3 128 | 0,58 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 18 190 | 0,84 | 892 | −0,45 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 48 435 | 29,41 | 2 375 | 27,84 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 196 622 | 9,37 | 9 640 | 8,07 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 81 514 | 21,40 | 3 997 | 19,96 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 5 000 | 245 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 135 835 | 11,04 | 6 660 | 9,72 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 69 329 | 136,09 | 3 399 | 133,29 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 55 037 | 48,88 | 2 698 | 47,11 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 3 380 | 2,49 | 166 | 1,23 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 9 197 | 81,65 | 451 | 79,28 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 93 732 | 32,28 | 4 596 | 30,69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 23 314 887 | 1,36 | 1 143 129 | 0,15 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 306 753 | 2,00 | 15 040 | 0,79 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 174 193 | 0,19 | 8 541 | −1,01 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 131 930 | 10,77 | 6 469 | 8,34 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 16 413 | 96,61 | 1 | |||||
| 2025-08-05 | 13F | Navalign, LLC | 29 092 | 43,04 | 1 426 | 41,33 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 14 813 | 0,84 | 726 | −0,27 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 76 718 | 1,27 | 3 761 | 0,05 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 72 660 | 18,10 | 3 563 | 16,71 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 30 379 | 1 489 | ||||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 418 936 | 11,57 | 20 494 | 10,00 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 75 737 | 4,43 | 3 713 | 3,20 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 10 431 | 1,12 | 511 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 20 414 | 1 001 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 17 753 | 29,95 | 870 | 28,51 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 410 | 9,63 | 20 | 11,11 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 327 350 | 5,28 | 16 050 | 4,03 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 40 970 | 0,07 | 2 009 | −1,13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 19 795 | 969 | ||||||
| 2025-08-08 | 13F | Creative Planning | 26 851 781 | 2,69 | 1 316 543 | 1,47 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 27 808 | 1 363 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 527 685 | 4 724,33 | 25 872 | 4 673,43 | ||||
| 2025-08-14 | 13F | Fmr Llc | 19 795 248 | 57,35 | 970 561 | 55,48 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 40 896 | 178,81 | 2 005 | 175,79 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 18 789 | 0,18 | 921 | −0,97 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 943 092 | 10,58 | 193 330 | 9,27 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 181 358 | 0,36 | 8 892 | −0,84 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 829 | 41 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 5 050 | 3,06 | 248 | 1,65 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 329 967 | 0,04 | 16 178 | −1,15 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 22 147 | 32,61 | 1 086 | 31,04 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 64 086 | 3 142 | ||||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 5 690 | 0,83 | 279 | −0,71 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 5 024 | 0,82 | 246 | −0,40 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 111 | 0 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 73 842 | 0,26 | 3 613 | −1,12 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 362 753 | 16,22 | 17 786 | 14,84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 14 206 | 697 | ||||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 20 352 | 18,66 | 998 | 17,16 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 6 486 | 318 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 11 052 | 79,01 | 542 | 76,80 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 40 867 | 2,27 | 2 000 | 0,91 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 68 774 | 10,23 | 3 372 | 8,92 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 305 192 | 0,47 | 14 939 | 2,19 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 16 141 | 59,17 | 791 | 57,26 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 105 796 | 3,28 | 5 177 | 1,85 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 410 501 | 7,61 | 314 307 | 6,33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 381 736 | 24,16 | 214 656 | 22,69 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 187 | 9 | ||||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 189 954 | 11,48 | 9 313 | 10,16 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 5 395 | 14,18 | 265 | 10,46 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 17 441 | 128,67 | 1 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 113 157 | 7,47 | 5 548 | 6,20 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 365 872 | 8,30 | 17 928 | 9,37 | ||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 333 868 | 4,86 | 16 370 | 3,61 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 238 192 | 9,72 | 11 679 | 8,41 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 307 093 | 5,37 | 64 087 | 4,12 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 22 269 | 126,89 | 1 092 | 124,02 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 13 507 | 22,03 | 662 | 20,58 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 38 | 137,50 | 2 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 36 517 | 7,06 | 1 790 | 5,79 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 42 096 | 7,78 | 2 064 | 6,45 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 814 027 | 2,04 | 39 912 | 0,83 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18 226 | 2,09 | 894 | 0,90 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 404 360 | 1,48 | 314 006 | 0,27 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 45 077 | 385,06 | 2 210 | 379,39 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 26 783 | 1,56 | 1 313 | 0,38 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 8 559 | 0,26 | 420 | −0,95 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 210 218 | 14,03 | 10 307 | 12,67 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 160 025 | 32,07 | 7 846 | 30,51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 124 602 | 23,70 | 55 139 | 22,23 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 61 110 | 3,36 | 2 996 | 2,15 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 22 013 | 7,79 | 1 079 | 6,52 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 37 673 | 2,34 | 1 847 | 1,15 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 13 369 | 3,64 | 655 | 2,34 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 371 980 | 34,48 | 18 238 | 32,88 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 6 440 | 316 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 67 162 | 53,21 | 3 293 | 51,36 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 38 850 | 1 905 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 744 073 | 67,90 | 36 482 | 65,90 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 56 146 | 3,04 | 2 753 | 1,81 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 24 510 | 1 202 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 31 753 | 25,41 | 1 557 | 23,89 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 13 139 | 644 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 549 677 | 6,92 | 26 951 | 5,64 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 14 888 | 32,51 | 730 | 30,88 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 114 975 | 2,57 | 5 637 | 1,35 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 13 252 | 0,29 | 1 | |||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 5 175 | 254 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 387 695 | 9,14 | 19 009 | 7,83 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 20 760 | 68,92 | 1 018 | 69,22 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 267 917 | 13 136 | ||||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 328 977 | 3,59 | 16 130 | 2,35 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 23 348 | 1 145 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 86 045 | 0,58 | 4 219 | −0,64 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 878 | 1 875,79 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 12 431 | 836,77 | 609 | 836,92 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 514 995 | 7,77 | 25 250 | 6,50 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 19 762 | 0,47 | 1 | |||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 480 439 | 3,08 | 23 556 | 1,86 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 114 254 | 75,59 | 5 602 | 73,51 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 5 494 | −10,17 | ||||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 74 427 | 0,01 | 3 649 | −1,16 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 546 981 | 0,01 | 26 819 | −1,18 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 5 525 | 2,39 | 271 | 1,12 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 5 773 | 283 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 38 808 | 0,65 | 1 903 | −0,58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9 029 | 0,01 | 443 | −1,12 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 206 276 | 12,17 | 10 114 | 10,84 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 763 538 | 1,02 | 576 766 | −0,18 | ||||
| 2025-07-29 | NP | DNMZX - PGIM NATIONAL MUNI FUND Class Z | 103 000 | 5 026 | ||||||
| 2025-08-05 | 13F | Everest Management Corp. | 4 624 | 0,50 | 227 | −0,88 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 138 643 | 85,69 | 6 798 | 83,50 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 136 055 | 22,67 | 6 671 | 21,21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 487 257 | 19,29 | 23 890 | 17,87 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 146 601 | 5,55 | 7 188 | 4,30 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 555 620 | 75,44 | 27 337 | 72,18 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 6 214 | 7,53 | 305 | 6,29 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 184 815 | 220,85 | 9 061 | 217,04 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 205 500 | 1 041,67 | 10 076 | 1 028,22 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 84 373 | 80,09 | 4 137 | 77,97 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 2 926 845 | 19,13 | 143 503 | 17,71 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1 529 950 | 15,79 | 75 013 | 14,41 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 7 759 | 380 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 112 775 | 39,15 | 5 529 | 37,50 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 287 596 | 1,58 | 14 101 | 0,37 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19 954 | 9,98 | 978 | 8,67 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 18 277 | 0,21 | 896 | −0,88 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 8 108 | 398 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 17 142 | 65,77 | 840 | 63,74 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 126 205 | 146,56 | 6 188 | 143,68 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 45 487 | 11,71 | 2 230 | 10,40 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 4 938 | 13,65 | 242 | 12,56 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 62 933 | 0,86 | 3 086 | −0,32 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 8 305 | 70,05 | 407 | 68,18 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5 691 | 279 | ||||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 33 018 | 22,61 | 1 619 | 21,11 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8 313 | 104,65 | 408 | 102,49 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 10 259 | 13,99 | 498 | 13,96 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 8 347 | 409 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 296 771 | 19,61 | 14 543 | 18,31 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 6 202 | 22,11 | 304 | 20,63 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 136 279 | 3,09 | 6 682 | 1,86 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 12 603 | 0,83 | 618 | −0,48 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 10 776 | 5,00 | 528 | 3,73 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 34 091 | 1 669 | ||||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 26 950 | 1 321 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 5 783 | 34,27 | 284 | 32,86 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 27 798 | 37,31 | 1 363 | 35,66 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 984 861 | 4 903,05 | 40 | −97,97 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 864 210 | 7,90 | 91 402 | 6,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 39 301 | 5,07 | 1 927 | 3,83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 242 355 | 10,81 | 11 883 | 9,49 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 40 232 | 2,28 | 1 973 | 1,08 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 247 790 | 1,85 | 12 149 | 0,64 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1 035 | 51 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 28 993 | 0,27 | 1 422 | 1,36 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 299 745 | 31,89 | 14 697 | 30,33 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 9 900 | 55,20 | 485 | 53,48 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 184 335 | 44,81 | 9 038 | 43,08 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 217 373 | 1,38 | 10 658 | 0,17 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 71 191 | 74,52 | 3 490 | 72,43 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10 472 | 1,15 | 513 | 0,00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 11 227 | 6,40 | 550 | 5,16 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 586 | 78 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 4 914 | 241 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 892 | 387 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 373 704 | 22,63 | 18 323 | 21,17 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 26 790 | 1 314 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 134 418 | 40,26 | 6 591 | 38,59 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 141 315 | 54,75 | 6 929 | 52,90 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 217 315 | 105,33 | 10 655 | 100,83 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 268 424 | 121,94 | 13 161 | 119,30 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 11 197 | 34,95 | 549 | 33,33 | ||||
| 2025-07-21 | 13F | 25 Llc | 198 506 | 2,21 | 9 733 | 0,99 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 553 372 | 16,56 | 27 132 | 15,18 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 92 970 | 37,05 | 4 558 | 35,41 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 21 969 | 14,73 | 1 075 | 13,16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 722 114 | 7,18 | 84 297 | 5,73 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 164 668 | 64,49 | 8 074 | 62,53 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 4 950 | 243 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35 166 659 | 1,94 | 1 724 221 | 0,73 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 20 183 | 26,06 | 990 | 24,56 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 195 385 | 29,51 | 9 580 | 27,50 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 303 926 | 17,14 | 14 902 | 15,74 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 18 438 | 904 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 14 619 | 3,83 | 717 | 2,58 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 275 298 | 737,51 | 13 498 | 727,53 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 21 255 | 7,28 | 1 042 | 6,00 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 16 662 | 3,88 | 817 | 2,64 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 6 535 | 54,02 | 320 | 52,38 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 95 448 | 39,84 | 4 680 | 38,19 | ||||
| 2025-06-26 | NP | CLSM - Cabana Target Leading Sector Moderate ETF | 346 251 | 17 036 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 45 589 | 81,05 | 2 235 | 78,94 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 43 517 | 1,06 | 2 134 | −0,14 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 3 768 | 23,22 | 185 | 21,85 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 145 148 | 5,81 | 7 117 | 4,55 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 108 550 | 6,13 | 5 | 0,00 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 29 632 | 8,28 | 1 453 | 7,00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 28 833 | 47,33 | 1 414 | 45,52 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 43 639 | 139,95 | 2 140 | 137,14 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 65 770 | 3,07 | 3 202 | 1,11 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 11 080 | 2,77 | 543 | 0,56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 050 800 | 282,25 | 51 521 | 277,71 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 202 390 | 22,58 | 9 923 | 21,13 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 504 | 0,80 | 0 | |||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 17 490 | 10,63 | 856 | 9,18 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 2 716 | 133 | ||||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 350 758 | 9,13 | 17 198 | 10,93 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 32 300 | 28,58 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 80 889 | 19,86 | 3 966 | 18,43 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10 728 | 46,46 | 1 | |||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 102 599 | 20,96 | 5 030 | 19,53 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 852 185 | 36,55 | 41 783 | 34,92 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 571 274 | 614,62 | 28 010 | 606,23 | ||||
| 2025-07-28 | 13F | Jordan Park Trust Co LLC | 11 404 | 559 | ||||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 4 400 | 221 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 34 873 | 12,14 | 1 710 | 10,76 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 135 312 | 9,99 | 6 634 | 8,68 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 128 868 | 19,32 | 6 318 | 17,90 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 389 555 | 15,65 | 19 100 | 14,27 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8 890 | 36,90 | 441 | 36,11 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 10 387 | 0,31 | 509 | −0,78 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3 059 | 0,79 | 152 | −0,66 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 7 465 | 2,25 | 366 | 1,10 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 11 526 | 4,07 | 565 | 2,91 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 313 826 | 484,19 | 15 387 | 477,34 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 58 | 3 | ||||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 178 706 | 1,73 | 8 762 | 0,52 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 380 344 | 8,71 | 18 648 | 7,42 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 112 419 | 3,96 | 5 512 | 2,72 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 9 000 | 441 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 286 941 | 80,41 | 14 069 | 78,28 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 478 904 | 3,68 | 23 481 | 2,45 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 29 393 | 1 438 | ||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 196 404 | 10,46 | 9 630 | 9,15 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2 167 637 | 120,33 | 106 279 | 117,58 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 21 017 | 2,26 | 1 030 | 1,08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8 963 105 | 4,29 | 439 461 | 3,05 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1 346 | 58,73 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 905 403 | 14,82 | 44 392 | 13,45 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 579 569 | 2,61 | 28 998 | 0,83 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14 016 | 186,98 | 687 | 183,88 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 25 | 4,17 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 100 592 | 11,21 | 4 932 | 9,89 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 13 298 | 1,73 | 652 | 0,62 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 13 804 | 7,04 | 677 | 5,79 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 22 852 | 33,20 | 1 120 | 31,61 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 47 957 | 2,93 | 2 351 | 1,73 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 59 135 | 7,85 | 2 899 | 6,58 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 39 140 | 3,99 | 1 919 | 2,79 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 26 622 | 51,52 | 1 305 | 49,83 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 36 745 | 12,51 | 1 802 | 11,17 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 124 287 | 80,67 | 6 094 | 78,52 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 14 250 | 12,09 | 699 | 10,79 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 284 644 | 2,08 | 62 986 | 0,87 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 179 461 | 65,31 | 8 799 | 63,35 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 162 999 | 10,61 | 7 912 | 8,19 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 400 000 | 19 612 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7 712 | 50,62 | 378 | 48,82 | ||||
| 2025-06-26 | NP | TDSC - Cabana Target Drawdown 10 ETF | 152 664 | 7 511 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 79 | 1,28 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | American National Bank | 27 232 | 5,01 | 1 335 | 3,81 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 5 429 | 266 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 17 903 | 36,98 | 878 | 35,34 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 12 455 750 | 1,70 | 610 703 | 0,49 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4 484 | 469,76 | 220 | 461,54 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 29 108 | 1 427 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 95 148 | 30,49 | 4 657 | 28,69 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 19 695 | 6,30 | 966 | 5,01 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 20 111 | 12,53 | 986 | 11,29 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 994 | 49 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 34 102 | 1 768,60 | 1 672 | 1 757,78 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 105 310 | 27,32 | 5 126 | 24,90 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 93 178 | 127,00 | 4 553 | 123,58 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 22 322 | 5,50 | 1 094 | 4,29 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 103 354 | 20,79 | 5 067 | 19,36 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 5 488 | 9,76 | 269 | 8,47 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | GSG Advisors LLC | 34 842 | 1,26 | 1 708 | 2,34 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 26 688 | 14,98 | 1 309 | 13,64 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 587 | 1 924,14 | 29 | 2 700,00 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 1 137 702 | 4,76 | 55 782 | 3,51 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 855 462 | 5,24 | 41 943 | 3,99 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 26 945 | 11,22 | 1 321 | 8,81 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9 288 | 31,20 | 455 | 29,63 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 70 577 | 123,59 | 3 460 | 120,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 108 048 493 | 39,82 | 5 297 618 | 38,16 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6 996 | 343 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 782 825 | 5,65 | 87 425 | 4,40 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 371 638 | 5,80 | 18 221 | 4,54 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 442 497 | 83,55 | 21 696 | 81,37 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 6 887 | 338 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 162 588 | 2,38 | 7 972 | 1,15 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 7 292 | 358 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Diversified Income ETF | 12 197 | 598 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 42 312 | 19,56 | 2 075 | 18,11 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 57 211 | 8,06 | 2 805 | 6,82 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 219 532 | 10 801 | ||||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 36 500 | 11,62 | 1 790 | 10,30 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 305 014 | 16,52 | 15 | 16,67 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 26 930 | 12,82 | 1 320 | 11,49 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 97 027 | 24,73 | 4 757 | 23,27 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 4 542 | 0 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 13 834 | 19,85 | 678 | 18,53 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 56 892 | 1,78 | 2 789 | 0,58 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 14 695 | 1 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 653 | 17,91 | 130 | 17,12 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 136 735 | 7,41 | 6 704 | 6,14 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 118 893 | 8,59 | 5 829 | 7,31 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 107 690 | 5,56 | 5 280 | 4,33 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 152 644 | 1,04 | 203 604 | −0,16 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 4 170 | 204 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 619 658 | 111,57 | 177 472 | 109,05 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 54 532 | 87,24 | 2 674 | 84,98 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 12 442 | 29,47 | 610 | 28,15 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 195 551 | 12,38 | 9 588 | 11,04 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 640 928 | 10,56 | 31 425 | 9,24 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 276 707 | 0,51 | 13 539 | −1,25 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 911 526 | 17,61 | 44 692 | 16,21 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 814 860 | 11,28 | 39 953 | 9,96 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 27 995 | 0,24 | 1 361 | −0,15 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 12 | 1 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 63 677 | 306,08 | 3 122 | 301,29 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 9 449 | 1,00 | 463 | −0,22 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 106 998 | 39,17 | 5 246 | 37,55 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11 235 | 6,74 | 551 | 5,36 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 7 870 | 386 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 11 436 | 4,75 | 561 | 3,51 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 313 302 | 0,48 | 15 361 | −0,72 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 361 298 | 4,16 | 17 714 | 2,92 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 154 270 | 8,57 | 7 564 | 7,28 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 55 052 | 15,76 | 2 699 | 14,41 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 6 774 | 0,33 | 332 | −0,90 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 9 119 | 19,53 | 447 | 18,25 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 083 | 151 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 25 610 | 13,57 | 1 256 | 12,25 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4 595 | 5,32 | 225 | 6,67 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15 136 | 7,02 | 742 | 5,85 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 8 677 | 2,67 | 425 | 1,43 | ||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 13 529 | 663 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 326 211 | 11,78 | 15 994 | 10,46 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6 884 | 22,38 | 338 | 20,79 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 10 554 | 517 | ||||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 157 | 0,64 | 8 | 0,00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 1 037 558 | 0,69 | 50 871 | −0,50 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Call | 100 000 | 4 903 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 764 792 | 0,47 | 37 498 | −0,73 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 10 523 | 1,20 | 516 | 0,00 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 11 747 | 2,37 | 576 | 1,05 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 80 135 | 16,54 | 3 929 | 15,15 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 25 027 | 1,38 | 1 227 | −0,81 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 50 430 | 1,03 | 2 473 | −0,16 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6 438 | 0,88 | 0 | |||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 39 281 | 5,65 | 1 926 | 4,39 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 26 851 | 23,22 | 1 317 | 21,74 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 175 137 | 8 587 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 42 808 | 2 099 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 11 175 | 0,22 | 543 | −1,81 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 620 673 | 633,99 | 30 432 | 625,41 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 13 204 759 | 30,61 | 647 430 | 29,05 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 24 954 | 9,49 | 1 224 | 8,23 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 53 618 | 0,17 | 2 629 | −1,02 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 790 174 | 1,45 | 38 742 | 0,25 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 10 582 | 519 | ||||||
| 2025-07-17 | 13F | Asio Capital, LLC | 208 180 | 10 207 | ||||||
| 2025-07-29 | 13F | Ariston Services Group | 10 807 | 0,52 | 530 | −0,75 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 60 280 | 1,86 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 92 151 | 86,57 | 4 518 | 84,41 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 69 173 | 6,36 | 3 392 | 5,08 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 53 806 | 839,19 | 2 638 | 828,87 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 20 045 | 31,58 | 983 | 30,07 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 59 897 | 51,05 | 2 909 | 47,84 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 31 957 | 1 567 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 64 591 | 0,34 | 3 135 | −0,70 | ||||
| 2025-08-08 | 13F | Croban | 21 855 | 6,17 | 1 071 | 4,90 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 354 384 | 65,39 | 17 375 | 63,42 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 205 578 | 12,22 | 10 079 | 10,88 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 407 | 0,99 | 20 | −5,00 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 43 007 | 8,82 | 2 109 | 7,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 263 221 | 13,08 | 13 | 9,09 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 55 025 | 0,29 | 2 698 | −0,92 | ||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 126 407 | 6 198 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 2 287 | 45,21 | 112 | 43,59 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 616 | 73,95 | 79 | 71,74 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 8 550 | 69,31 | 419 | 67,60 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 9 061 | 0 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 110 181 | 0,77 | 5 | 0,00 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 5 702 | 280 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 99 684 | 24,25 | 4 857 | 25,19 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 5 680 | 4,51 | 282 | 3,31 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 32 936 | 87,56 | 1 615 | 85,30 | ||||
| 2025-07-18 | 13F | Vicus Capital | 86 992 | 28,79 | 4 265 | 27,28 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 109 190 | 591,21 | 5 354 | 583,65 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 4 212 | 2,73 | 207 | 1,48 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 89 550 | 35,68 | 4 391 | 34,09 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 8 588 | 1,93 | 421 | 0,72 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 771 | 87 | ||||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 75 593 | 0,16 | 3 669 | 0,25 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 1 251 508 | 7,83 | 61 361 | 6,55 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 29 502 | 6,47 | 1 446 | 5,24 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 98 667 | 0,46 | 4 838 | −0,74 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 10 081 | 33,49 | 494 | 32,09 |
