Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Index Funds - Vanguard Value ETF inkluderar Kingstone Capital Partners Texas, LLC, Glenmede Investment Management, LP, Guerra Advisors Inc, Valpey Financial Services, LLC, Midwest Trust Co, Exchange Traded Concepts, Llc, Midwestern Financial, LLC /IA, Kilter Group LLC, Compass Investment Advisers LLC, Harbor Asset Planning, Inc., Summit Wealth Group Llc / Co, Goodman Financial Corp, Precision Wealth Strategies, LLC, RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares, Blueprint Financial Advisors LLC, Symphony Financial, Ltd. Co., TT Capital Management LLC, rebel Financial LLC, DMKC Advisory Services, LLC, och Engineers Gate Manager LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 5 718 | 1 011 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5 248 | 241,00 | 1 | |||||
| 2025-07-25 | 13F | Willow Creek Wealth Management Inc. | 1 290 | 225 | ||||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 139 387 | 3,50 | 24 635 | 5,90 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 132 453 | 16,02 | 24 | 21,05 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 3 601 | 1,55 | 636 | 3,92 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 8 877 | 179,50 | 776 | 41,42 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 231 920 | 2,05 | 41 328 | 18,34 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 391 987 | 11,03 | 69 280 | 13,60 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 265 372 | 5,90 | 46 902 | 8,35 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 15 701 | 0,51 | 2 775 | 2,82 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 62 377 | 3,86 | 11 040 | 6,41 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2 262 | 400 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 117 980 | 457,40 | 21 067 | 523,81 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 582 033 | 1,99 | 102 868 | 4,35 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2 185 | 22,62 | 386 | 25,73 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 170 695 | 3,97 | 30 169 | 6,37 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 5 239 | 42,52 | 926 | 45,67 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 29 645 | 0,39 | 5 239 | 2,71 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 18 579 | 2 652,44 | 3 284 | 2 730,17 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 5 316 | 9,86 | 940 | 12,46 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 32 382 | 1,12 | 5 723 | 3,47 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 67 209 | 2,24 | 11 879 | 4,61 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 10 104 | 188,69 | 1 786 | 195,53 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8 421 | 3,82 | 1 488 | 6,21 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 35 445 | 1,92 | 6 264 | 4,28 | ||||
| 2025-08-14 | 13F | Rodgers Brothers Inc. | 1 220 | 1,33 | 216 | 3,86 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 362 406 | 8,19 | 64 052 | 10,69 | ||||
| 2025-08-01 | 13F | Motco | 1 886 | 319,11 | 334 | 332,47 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 4 987 | 5,28 | 881 | 7,70 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 5 111 | 5,80 | 1 | |||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 19 181 | 6,60 | 3 390 | 9,07 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 41 811 | 129,48 | 7 391 | 134,83 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 50 049 | 17,96 | 8 846 | 20,68 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 2 340 | 22,58 | 414 | 25,53 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 274 500 | 30,76 | 48 515 | 33,45 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 4 576 | 809 | ||||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 16 219 | 2 867 | ||||||
| 2025-08-05 | 13F | X-Square Capital, LLC | 4 531 | 3,97 | 1 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 14 642 | 1,89 | 2 588 | 4,23 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 78 686 | 4,76 | 13 907 | 7,18 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 206 101 | 4,09 | 36 426 | 6,50 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 4 088 | 6,07 | 723 | 8,57 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 3 563 040 | 2,29 | 629 732 | 4,66 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 5 871 | 33,19 | 1 038 | 36,27 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 32 836 | 96,87 | 5 803 | 101,42 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 42 170 | 1,62 | 7 453 | 4,08 | ||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 2 552 | 0,75 | 451 | 3,20 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1 772 | 1,66 | 313 | 3,99 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 259 | 0,39 | 46 | 2,27 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 15 195 | 3,95 | 2 625 | 1,90 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 95 524 | 9,55 | 16 883 | 12,08 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 1 474 | 17,92 | 261 | 20,93 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 22 075 | 5,36 | 3 907 | 7,93 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 76 990 | 10,80 | 13 607 | 13,36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 378 676 | 0,18 | 66 927 | 2,50 | ||||
| 2025-08-12 | 13F | Bokf, Na | 119 033 | 24,66 | 21 038 | 27,55 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 22 309 | 13,16 | 3 943 | 15,77 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 139 977 | 1,76 | 24 740 | 4,12 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 178 096 | 20,70 | 31 646 | 24,15 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 798 | 0,88 | 141 | 3,68 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 19 788 | 13,08 | 3 497 | 15,72 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 162 619 | 52,80 | 28 741 | 56,34 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 35 684 | 2,64 | 6 304 | 6,16 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 26 926 | 304,48 | 4 759 | 314,10 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 10 279 | 1,64 | 1 817 | 4,01 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 43 977 | 12,05 | 6 637 | −2,09 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 004 | 15,57 | 884 | 18,18 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 3 829 | 18,22 | 680 | 21,65 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 3 817 | 11,54 | 675 | 14,04 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 70 378 | 14,75 | 12 439 | 17,41 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25 786 | 8,41 | 4 557 | 10,93 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 11 325 | 3,84 | 2 002 | 6,27 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 138 204 | 11,19 | 24 426 | 13,77 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 1 461 382 | 2,45 | 258 285 | 4,82 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 73 154 | 4,22 | 12 929 | 6,63 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 10 086 | 197,17 | 1 783 | 204,10 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 307 431 | 3,87 | 54 631 | 6,85 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 13 322 | 3,14 | 2 355 | 5,51 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 135 | 19,47 | 24 | 21,05 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 265 950 | 0,94 | 753 964 | 3,28 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 20 213 | 4,15 | 3 572 | 18,12 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 137 | 585,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 382 733 | 190,44 | 67 644 | 197,17 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 35 869 | 10,19 | 6 447 | 18,16 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 8 617 | 3,56 | 1 523 | 5,92 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 9 830 | 13,90 | 1 737 | 16,58 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 36 395 | 2,45 | 6 433 | 4,82 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 82 234 | 45,64 | 14 534 | 49,01 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3 932 | 1,50 | 695 | 3,74 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 1 562 | 1,89 | 276 | 4,55 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 130 635 | 9,49 | 23 | 15,00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 8 823 | 0,58 | 1 559 | 2,90 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 2 056 535 | 2,68 | 363 561 | 5,08 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 34 010 | 6 011 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 30 937 | 17,77 | 5 468 | 20,50 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 12 779 | 2,12 | 2 271 | 5,04 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 52 636 | 10,70 | 9 303 | 13,26 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1 779 | 316 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 40 808 | 3,09 | 7 212 | 5,48 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 190 457 | 3,41 | 33 661 | 5,80 | ||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 4 887 | 18,88 | 864 | 21,55 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 44 799 | 1,10 | 7 918 | 3,44 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 1 411 | 249 | ||||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 1 141 | 202 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 2 786 | 2,09 | 492 | 4,46 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 43 704 | 8,73 | 7 724 | 11,25 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 85 609 | 6,02 | 15 213 | 9,07 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 36 016 | 6 365 | ||||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 204 | 96,15 | 0 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 15 149 | 169,89 | 2 677 | 176,26 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 13 854 | 7,74 | 2 448 | 10,22 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 112 032 | 9,04 | 19 801 | 11,57 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 4 012 | 2,98 | 709 | 5,51 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 1 488 | 263 | ||||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 103 564 | 3,58 | 18 | 5,88 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 48 499 | 6,62 | 8 572 | 9,09 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 92 744 | 3,18 | 16 392 | 5,56 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 207 | 17 142,86 | 213 | 4,41 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 101 255 | 2,84 | 17 896 | 5,22 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 10 455 | 3,23 | 1 848 | 5,60 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 428 204 | 27,50 | 75 681 | 30,46 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 404 001 | 1,57 | 71 403 | 3,93 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 9 665 | 1 708 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 422 697 | 8,24 | 74 707 | 10,75 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 5 898 | 0,08 | 1 042 | 2,36 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 578 839 | 0,45 | 102 860 | 3,33 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 2 192 | 1,81 | 387 | 4,31 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 3 446 | 0,20 | 609 | 2,53 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 2 910 | 4,41 | 514 | 6,86 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 90 234 | 13,25 | 15 948 | 15,87 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 70 040 | 9,00 | 12 379 | 11,52 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1 432 | 0,21 | 253 | 2,85 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 22 536 | 2,14 | 3 983 | 4,51 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 12 787 | 2 260 | ||||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 34 326 | 1,07 | 6 067 | 3,41 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 114 581 | 3,17 | 197 010 | 5,57 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 405 | 35,45 | 72 | 39,22 | ||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 17 450 | 2 905 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 66 | 12 | ||||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 11 067 | 3,97 | 1 956 | 6,42 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 198 146 | 8,93 | 35 020 | 11,46 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 503 771 | 5,92 | 89 520 | 8,96 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 1 352 | 10,19 | 239 | 12,74 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 3 232 | 21,41 | 571 | 24,40 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 123 734 | 16,62 | 22 | 16,67 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 822 | 181,51 | 145 | 190,00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2 582 | 16,78 | 456 | 19,69 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 236 286 | 2,43 | 41 761 | 4,81 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 18 606 | 67,11 | 3 288 | 70,98 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 1 427 | 3,78 | 252 | 6,33 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 9 494 | 24,43 | 1 678 | 27,24 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 4 678 | 827 | ||||||
| 2025-08-04 | 13F | Spinnaker Trust | 2 567 | 1,14 | 454 | 3,42 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 114 022 | 34,45 | 20 152 | 37,57 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 1 312 143 | 5,23 | 231 908 | 7,66 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 18 876 | 40,63 | 3 336 | 43,92 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 1 701 | 2,35 | 301 | 4,53 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 13 712 | 71,23 | 2 423 | 75,20 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3 687 | 1,77 | 652 | 4,16 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 6 867 | 14,79 | 1 214 | 17,42 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 94 131 | 2,86 | 16 637 | 5,24 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 196 462 | 3,29 | 34 723 | 5,68 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Inc | 1 420 | 251 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 306 223 | 2,13 | 54 122 | 4,49 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2 758 | 12,48 | 487 | 15,13 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 11 539 | 3,28 | 2 039 | 5,70 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 24 079 | 4,70 | 4 256 | 11,15 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 2 201 | 395 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 64 890 | 17,60 | 11 469 | 27,62 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 5 719 | 66,59 | 1 011 | 70,32 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 34 322 | 6 099 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 4 616 | 9,57 | 816 | 12,10 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 23 494 | 15,03 | 4 152 | 17,72 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 88 333 | 12,92 | 16 | 15,38 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 24 117 | 13,76 | 4 262 | 16,38 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 59 058 | 18,30 | 10 438 | 21,04 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 2 075 | 35,53 | 367 | 38,64 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 5 705 | 0,28 | 1 008 | 2,65 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 5 129 | 41,72 | 907 | 44,96 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 5 413 | 275,64 | 957 | 285,48 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 35 384 | 11,03 | 6 254 | 13,59 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 8 699 | 28,28 | 1 537 | 31,26 | ||||
| 2025-08-12 | 13F | Ade, Llc | 15 049 | 2,33 | 2 660 | 4,69 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 1 133 | 200 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 12 329 | 39,71 | 2 179 | 42,91 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 43 408 | 1,34 | 7 672 | 3,69 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 53 247 | 5,22 | 9 462 | 8,24 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3 724 | 9,76 | 658 | 12,29 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 2 714 | 7,27 | 459 | 4,81 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 34 022 | 6 013 | ||||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 76 439 | 5,70 | 13 510 | 8,14 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 597 797 | 3,20 | 105 655 | 5,59 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 216 321 | 120,94 | 215 070 | 126,16 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 672 510 | 2,59 | 118 859 | 4,96 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 1 841 | 2,51 | 325 | 9,06 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 3 831 | 2,57 | 677 | 1,80 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 63 | 12,50 | 11 | 22,22 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 43 023 | 3,38 | 7 604 | 5,79 | ||||
| 2025-08-12 | 13F/A | Boston Partners | 9 292 | 0,84 | 1 642 | 3,21 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 28 041 | 1,24 | 4 956 | 3,57 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 238 302 | 5,37 | 42 117 | 7,81 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 40 814 | 0,76 | 7 265 | 6,73 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 25 844 | 68,94 | 4 568 | 72,86 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2 978 | 84,05 | 529 | 89,61 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 7 208 | 34,93 | 1 274 | 38,07 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1 260 | 0,32 | 218 | 2,36 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 19 705 | 1,66 | 3 483 | 7,87 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 48 861 | 2,10 | 8 636 | 7,65 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 30 417 | 29,36 | 5 376 | 32,36 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 1 498 | 0,20 | 265 | 2,33 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 58 455 | 9,62 | 10 331 | 12,16 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13 357 | 0,26 | 2 361 | 2,56 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 1 684 | 299 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 43 691 | 10,55 | 7 722 | 13,10 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 325 614 | 7,95 | 58 | 9,62 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 394 685 | 4,86 | 69 757 | 7,28 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 8 730 | 15,55 | 1 551 | 18,85 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1 398 | 247 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 847 671 | 391,72 | 149 817 | 403,11 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 667 | 85,79 | 119 | 95,08 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 3 473 | 20,80 | 614 | 23,59 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 3 605 | 41,99 | 648 | 65,90 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24 578 | 8,12 | 4 352 | 10,83 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1 920 | 3,23 | 0 | |||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 203 699 | 4,71 | 36 002 | 7,13 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 2 400 | 13,21 | 397 | 10,61 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4 830 | 2,27 | 858 | 5,28 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 24 315 | 5,54 | 4 297 | 7,99 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 7 965 | 37,56 | 1 408 | 40,70 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2 192 | 24,83 | 387 | 27,72 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 64 | 11 | ||||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 63 460 | 15,34 | 11 216 | 18,01 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 2 699 | 79,93 | 477 | 84,17 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 1 644 | 0,49 | 293 | 3,90 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 19 405 | 5,78 | 3 430 | 8,20 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 3 064 | 542 | ||||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 28 816 | 0,19 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 856 | 17,00 | 484 | 14,73 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 80 598 | 60,45 | 14 245 | 64,16 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 4 979 | 1,65 | 880 | 4,02 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 371 | 1,64 | 66 | 3,17 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 900 | 159 | ||||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 33 107 | 0,98 | 5 851 | 3,32 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 347 | 22,57 | 238 | 25,93 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 6 263 | 9,90 | 1 107 | 12,40 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 22 679 | 382,63 | 4 030 | 396,92 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 21 189 | 0,17 | 3 745 | 2,49 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 502 843 | 9,03 | 86 861 | 11,24 | ||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 110 000 | 19 441 | ||||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 3 312 | 65,77 | 585 | 69,57 | ||||
| 2025-08-14 | 13F | Smead Capital Management, Inc. | 1 530 | 270 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 63 403 | 19,83 | 11 206 | 22,61 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 207 260 | 4,36 | 36 631 | 6,77 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 50 729 | 8,60 | 8 966 | 11,10 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1 579 | 37,42 | 279 | 40,91 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 25 822 | 17,51 | 4 564 | 20,24 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 222 656 | 2,70 | 39 352 | 5,08 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 18 053 | 7,09 | 3 191 | 9,58 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 21 962 | 0,61 | 3 882 | 2,94 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 345 803 | 1,97 | 61 117 | 4,34 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 123 734 | 1,33 | 21 869 | 3,67 | ||||
| 2025-07-24 | 13F | Allen Wealth Management, Llc | 155 752 | 0,36 | 27 528 | 2,68 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 10 971 | 14,16 | 1 895 | 11,60 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 381 746 | 0,09 | 67 726 | 2,80 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 222 603 | 1,89 | 39 | 5,41 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 46 237 | 0,54 | 8 172 | 2,86 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 10 899 | 15,60 | 1 926 | 18,30 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 23 518 | 8,82 | 4 158 | 11,38 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 5 640 | 34,90 | 997 | 37,95 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 1 126 | 202 | ||||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 109 141 | 2,32 | 19 289 | 4,68 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 133 681 | 0,53 | 23 627 | 2,86 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 20 152 | 11,74 | 3 581 | 14,96 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 83 612 | 3,80 | 14 778 | 6,20 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 1 360 | 240 | ||||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 52 412 | 5,70 | 9 263 | 8,15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 58 963 | 184,72 | 10 421 | 191,33 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 45 648 | 14,10 | 8 068 | 16,74 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 14 272 | 50,33 | 2 522 | 53,87 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 6 273 | 7,73 | 1 109 | 10,25 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 170 888 | 0,53 | 30 203 | 2,86 | ||||
| 2025-07-21 | 13F | Intrinsic Value Partners, LLC | 23 592 | 33,35 | 4 170 | 36,42 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 100 | 8,19 | 371 | 10,75 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 1 229 | 217 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 96 041 | 0,02 | 17 | 0,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 305 534 | 0,46 | 54 001 | 2,79 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 3 379 | 6,76 | 597 | 9,34 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 77 497 | 5,86 | 13 697 | 8,31 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 233 255 | 1,83 | 41 226 | 4,19 | ||||
| 2025-08-07 | 13F | Merrion Investment Management Co, LLC | 2 450 | 7,69 | 433 | 10,46 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 10 426 | 5,31 | 1 843 | 7,72 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 48 | 2,13 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 154 278 | 0,85 | 27 267 | 3,19 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 62 746 | 102,95 | 10 839 | 107,07 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 109 505 | 2,35 | 19 354 | 4,72 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 50 662 | 12,37 | 9 003 | 15,60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 341 422 | 3,57 | 1 827 743 | 5,97 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 66 655 | 74,74 | 11 781 | 78,78 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 136 306 | 1,81 | 24 | 4,35 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 109 590 | 24,41 | 19 369 | 27,29 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 4 874 | 305,83 | 1 | |||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 386 | 71,56 | 68 | 78,95 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 3 567 | 0,06 | 630 | 2,44 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 99 015 | 24,29 | 17 500 | 27,16 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 55 843 | 0,03 | 9 870 | 2,34 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 19 122 | 103,79 | 3 431 | 119,87 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 1 300 | 230 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 58 574 | 9,18 | 10 352 | 11,71 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 511 708 | 1,11 | 90 441 | 3,46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 045 586 | 1,98 | 184 797 | 4,34 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 20 282 | 0,12 | 3 504 | 2,16 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 21 042 | 3,88 | 3 722 | 6,28 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 462 205 | 0,08 | 81 690 | 2,40 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 9 614 | 8,03 | 1 699 | 10,54 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 28 995 | 5 125 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 95 956 | 0,12 | 16 959 | 2,44 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 253 213 | 6,46 | 44 753 | 8,93 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7 528 265 | 5,72 | 1 330 546 | 8,16 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 2 516 | 0,24 | 445 | 2,54 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 48 457 | 18,38 | 8 564 | 23,58 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 30 511 | 0,25 | 5 422 | 3,12 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2 366 | 68,28 | 418 | 72,73 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 911 360 | 5,34 | 161 074 | 7,78 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 34 360 | 372,50 | 6 073 | 386,93 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 34 054 | 18,06 | 6 019 | 20,79 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 914 543 | 4,78 | 161 636 | 7,21 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 3 943 | 70,84 | 697 | 74,87 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 36 529 | 5,14 | 6 456 | 7,58 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 1 386 | 245 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 35 961 | 0,18 | 6 356 | 2,50 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 45 014 | 16,29 | 7 956 | 18,98 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 98 869 | 2,61 | 17 474 | 4,99 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 900 | 125,00 | 159 | 130,43 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12 345 | 16,83 | 2 182 | 19,51 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1 278 563 | 367,97 | 225 973 | 378,82 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 100 364 | 1,38 | 17 738 | 3,73 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 59 324 | 8,22 | 10 485 | 10,73 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 2 633 | 36,64 | 468 | 40,66 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 4 958 | 9,21 | 876 | 11,73 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 15 766 | 52,25 | 2 786 | 55,82 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 126 731 | 1,38 | 22 398 | 5,84 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 2 238 | 45,32 | 396 | 48,50 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 43 408 | 15,52 | 7 693 | 18,52 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 3 341 | 11,78 | 590 | 14,34 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 2 720 | 1,87 | 481 | 4,12 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 78 647 | 17,29 | 13 900 | 20,01 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 268 | 76,32 | 47 | 80,77 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 131 360 | 8,04 | 23 217 | 10,54 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 3 936 | 8,73 | 696 | 11,20 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 4 952 | 29,87 | 875 | 32,98 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 8 684 | 33,87 | 1 535 | 36,96 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 7 981 | 1,51 | 1 432 | 9,56 | ||||
| 2025-07-11 | 13F | Bell Bank | 1 409 149 | 14,27 | 249 053 | 16,91 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 3 743 | 13,39 | 662 | 15,96 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 1 286 | 9,73 | 227 | 12,38 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 76 694 | 2,47 | 13 555 | 4,84 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 134 793 | 0,53 | 23 823 | 2,93 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 226 274 | 23,19 | 39 992 | 26,04 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 19 920 | 6,09 | 3 521 | 14,36 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2 922 | 5,56 | 516 | 7,95 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 27 750 | 4 905 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3 160 | 11,07 | 558 | 13,65 | ||||
| 2025-07-21 | 13F | 25 Llc | 130 891 | 2,91 | 23 134 | 5,29 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 3 012 | 532 | ||||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 2 561 737 | 0,18 | 452 761 | 2,50 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 79 048 | 0,87 | 13 971 | 3,21 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1 653 | 5,09 | 292 | 7,75 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 75 782 | 271,33 | 13 394 | 279,94 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 16 288 | 16,87 | 2 879 | 19,57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 529 325 | 5,27 | 93 553 | 7,70 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 78 948 | 17,50 | 13 953 | 20,22 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 1 648 | 0,49 | 291 | 2,83 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 61 087 | 1,44 | 10 796 | 3,80 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 536 149 | 2,78 | 94 759 | 5,16 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 568 797 | 5,09 | 100 529 | 7,53 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2 246 630 | 48,79 | 397 069 | 52,24 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 52 580 | 11,96 | 9 293 | 14,56 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 2 646 | 45,62 | 468 | 49,20 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 15 658 | 1,56 | 2 767 | 3,91 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 2 162 | 0,65 | 382 | 3,24 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 1 660 | 36,63 | 293 | 40,19 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 25 789 | 5,84 | 4 558 | 8,29 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 82 971 | 1,58 | 14 664 | 3,94 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 5 568 | 0,94 | 984 | 3,36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 47 000 | 49,21 | 8 307 | 52,66 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 64 113 | 4,70 | 11 331 | 7,13 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 80 114 | 2,85 | 14 159 | 5,48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 103 400 | 2,58 | 18 275 | 4,95 | |||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 22 574 | 7,67 | 3 990 | 12,40 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 22 436 | 0,66 | 3 965 | 2,99 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 179 606 | 1,59 | 211 893 | 5,64 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 801 405 | 0,84 | 318 380 | 3,17 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 24 905 | 0,50 | 4 402 | 2,83 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 3 195 | 2,67 | 565 | 5,03 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 1 224 | 216 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 120 783 | 3,18 | 21 342 | 5,56 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 57 | 10 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 595 | 31,93 | 105 | 36,36 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 6 668 | 1 179 | ||||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 53 716 | 4,70 | 9 494 | 7,12 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 2 944 | 71,66 | 520 | 75,68 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 43 395 | 14,09 | 7 670 | 16,73 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 9 791 | 30,41 | 1 731 | 33,49 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 358 853 | 1,17 | 63 424 | 3,51 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 8 033 | 5,93 | 1 420 | 8,40 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 133 692 | 1,60 | 23 629 | 3,96 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 100 213 | 3,46 | 17 712 | 5,86 | ||||
| 2025-07-17 | 13F | KWB Wealth | 1 749 | 0,17 | 302 | 2,37 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 2 999 | 128,41 | 481 | 125,82 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 20 031 | 55,22 | 3 540 | 54,05 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 205 754 | 8,72 | 36 365 | 11,23 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 818 | 145 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 203 | 109,28 | 36 | 118,75 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4 478 | 0,70 | 791 | 2,99 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 34 425 | 4,03 | 6 084 | 6,44 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 62 529 | 20,81 | 11 051 | 23,61 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 7 915 | 3,93 | 1 406 | 6,92 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 133 973 | 7,14 | 553 898 | 9,63 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 195 417 | 3,38 | 34 538 | 6,02 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 252 839 | 6,91 | 44 687 | 9,38 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 28 560 | 9,77 | 5 048 | 14,60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 59 049 | 2,58 | 10 | 11,11 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 2 301 | 0,04 | 398 | −1,98 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 222 | 14,43 | 39 | 18,18 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 29 177 | 3,93 | 5 157 | 6,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 667 781 | 1,50 | 118 024 | 3,85 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 654 529 | 2,44 | 108 966 | 0,74 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 12 272 | 7,07 | 2 169 | 9,55 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 302 | 8,77 | 230 | 11,65 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 27 739 | 1,00 | 4 903 | 3,33 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 3 066 | 1,32 | 530 | 3,32 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 2 592 | 764 | ||||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 3 620 | 1,40 | 640 | 3,73 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 12 762 | 3,15 | 2 255 | 5,52 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 7 074 | 31,54 | 1 250 | 34,70 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 957 799 | 257,41 | 169 929 | 267,09 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 8 663 | 0,66 | 1 531 | 8,90 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 21 950 | 4,65 | 3 879 | 7,07 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 20 152 | 0,50 | 3 562 | 2,83 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 69 697 | 10,84 | 12 318 | 13,40 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 15 631 | 3,05 | 2 763 | 5,42 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 13 100 | 322,58 | 2 315 | 332,71 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 1 201 | 207 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 90 785 | 3,17 | 16 045 | 5,57 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 54 336 | 1,82 | 9 603 | 4,18 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 12 147 | 843,82 | 2 147 | 866,67 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 223 | 0,45 | 39 | 2,63 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 13 789 | 25,62 | 2 439 | 28,52 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 4 012 | 6,65 | 709 | 9,24 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 3 527 | 4,78 | 623 | 7,23 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 28 945 | 597,13 | 5 116 | 613,39 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 8 022 | 0,21 | 1 434 | 3,69 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 14 622 | 17,84 | 2 584 | 19,30 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 5 191 | 917 | ||||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 106 | 18 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 99 151 | 1,79 | 17 524 | 4,15 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 5 646 | 0,20 | 998 | 6,29 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 1 912 | 9,38 | 338 | 11,96 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 95 169 | 26,72 | 16 820 | 29,66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 128 140 618 | 3,09 | 22 647 573 | 5,47 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 138 125 | 10,97 | 24 412 | 13,54 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 4 729 | 0,32 | 836 | 2,58 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 139 893 | 8,50 | 24 725 | 11,01 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 46 993 | 8 306 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 6 871 | 7,68 | 1 187 | 9,81 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 7 616 | 108,03 | 1 346 | 112,97 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 2 570 | 454 | ||||||
| 2025-07-16 | 13F | Kendall Capital Management | 1 144 | 202 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 9 253 | 1,08 | 1 635 | 3,42 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 143 156 | 1,52 | 25 301 | 3,88 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 4 357 | 28,98 | 770 | 32,08 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 79 142 | 10,21 | 13 988 | 12,76 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 4 872 | 0,58 | 861 | 2,87 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 66 765 | 7,64 | 11 800 | 10,13 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 23 339 | 4 125 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 56 817 | 5,19 | 10 042 | 7,62 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 1 933 | 4,26 | 334 | 6,39 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 5 246 | 30,47 | 927 | 33,57 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 426 340 | 0,82 | 252 091 | 3,16 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 1 703 | 3,71 | 301 | 6,01 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 43 548 | 7 697 | ||||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 20 856 | 1,07 | 3 686 | 3,42 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 1 781 | 17,02 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 8 392 | 3,26 | 1 483 | 5,70 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 68 608 | 5,90 | 12 126 | 8,35 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 1 253 | 221 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3 913 | 305,91 | 692 | 316,27 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 2 765 | 73,57 | 489 | 77,45 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 9 659 | 0,63 | 1 707 | 2,96 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 162 490 | 7,48 | 29 188 | 11,77 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 4 201 | 0,55 | 742 | 2,91 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 16 388 | 2,95 | 2 896 | 5,35 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 7 049 | 58,26 | 1 246 | 62,32 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 7 601 | 2,25 | 1 343 | 4,60 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 1 338 | 236 | ||||||
| 2025-07-15 | 13F | Define Financial, Llc | 1 642 | 5,87 | 290 | 15,54 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 278 | 9,45 | 49 | 13,95 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2 722 | 4,01 | 481 | 6,42 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 23 686 | 1,61 | 4 186 | 3,97 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 892 606 | 18,54 | 157 762 | 21,28 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 25 208 | 0,69 | 4 455 | 3,03 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 235 | 27,93 | 395 | 33,90 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 5 732 | 0,39 | 1 013 | 2,74 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 16 230 | 46,75 | 2 884 | 50,99 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 386 | 245 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 2 343 | 0,43 | 414 | 2,73 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 9 593 | 4,64 | 1 695 | 7,08 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 101 146 | 2,98 | 17 877 | 5,36 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 2 199 | 27,92 | 389 | 31,08 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 16 575 | 13,06 | 2 930 | 15,68 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 12 409 | 12,67 | 2 193 | 15,30 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 28 855 | 2,40 | 5 100 | 4,77 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 1 934 | 342 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 128 067 | 18,88 | 22 635 | 21,63 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 1 650 | 292 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 2 426 | 37,14 | 429 | 40,33 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 46 364 | 1,50 | 8 194 | 3,85 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 64 140 | 17,98 | 11 336 | 20,72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3 136 589 | 27,92 | 554 361 | 30,88 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 58 028 | 0,81 | 10 312 | 3,70 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 14 605 | 12,92 | 2 581 | 15,53 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 101 301 | 1,81 | 17 904 | 4,16 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3 306 | 0,09 | 584 | 4,47 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 31 678 | 4,74 | 5 599 | 7,16 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 6 850 | 1 211 | ||||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 1 184 | 209 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 1 281 | 4,32 | 226 | 6,60 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 11 735 | 0,95 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 68 266 | 3,64 | 12 065 | 6,04 | ||||
| 2025-08-14 | 13F | Acas, Llc | 14 553 | 0,21 | 2 631 | 9,12 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 3 210 | 554 | ||||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 12 439 | 66,01 | 2 198 | 69,86 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14 192 | 0,11 | 2 508 | 2,45 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 32 396 | 2,19 | 5 726 | 4,55 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 2 188 | 389 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 398 926 | 4,95 | 70 506 | 7,38 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 31 565 | 4,41 | 5 579 | 6,82 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 1 922 | 48,88 | 340 | 52,02 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 11 783 | 4,12 | 2 083 | 6,55 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 58 072 | 75,83 | 10 264 | 79,89 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 18 907 | 0,67 | 3 342 | 2,99 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 458 404 | 0,24 | 81 018 | 2,56 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 13 890 | 0,22 | 2 455 | 2,51 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 34 408 | 28,09 | 6 081 | 31,06 | ||||
| 2025-08-14 | 13F | Saudi Central Bank | 756 686 | 134 466 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 27 960 | 1,62 | 4 942 | 3,98 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 5 084 | 0,30 | 899 | 2,63 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 17 516 | 1,54 | 3 096 | 3,89 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1 951 | 7,73 | 345 | 10,26 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 215 675 | 5,98 | 38 118 | 8,43 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 5 | 1 | ||||||
| 2025-08-12 | 13F | Chaney Capital Management, Inc. | 254 993 | 2,01 | 45 067 | 4,37 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 016 | 2,34 | 356 | 4,71 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 75 008 | 2,58 | 13 257 | 4,95 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 1 371 | 242 | ||||||
| 2025-07-18 | 13F | jvl associates llc | 2 209 | 6,87 | 390 | 9,24 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 38 205 | 4,21 | 6 752 | 6,62 | ||||
| 2025-07-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 5 650 | 968 | ||||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 342 437 | 43,53 | 60 522 | 46,85 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8 768 | 5,40 | 1 550 | 7,79 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 774 481 | 3,11 | 136 882 | 5,50 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 153 092 | 5,66 | 27 058 | 8,11 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 218 223 | 4,46 | 39 | 5,56 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 73 667 | 13,11 | 13 112 | 16,55 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 891 | 0,11 | 334 | 2,45 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 3 235 790 | 6,07 | 571 893 | 8,52 | ||||
| 2025-08-13 | 13F | Brandes Investment Partners, Lp | 850 835 | 46 191,35 | 150 377 | 47 337,22 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 133 424 | 2,02 | 23 580 | 4,37 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 27 | 5 | ||||||
| 2025-07-29 | 13F | United Bank | 21 435 | 1,81 | 3 788 | 4,18 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 4 487 | 18,48 | 793 | 21,25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 615 688 | 7,23 | 108 817 | 9,72 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 186 | 33 | ||||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 15 953 | 0,79 | 2 819 | 3,11 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 16 325 | 2,09 | 2 885 | 4,45 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 227 | 40 | ||||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 928 740 | 9,50 | 164 146 | 12,03 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 2 790 | 493 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 22 429 | 3 986 | ||||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 25 808 | 209,52 | 4 586 | 218,47 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 2 406 | 425 | ||||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 5 083 | 63,91 | 898 | 67,85 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 35 184 | 0,50 | 6 218 | 2,83 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 4 608 | 0,22 | 814 | 4,63 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 14 239 | 12,05 | 2 517 | 14,62 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 30 934 | 5 467 | ||||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 55 362 | 8,92 | 9 785 | 11,45 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 1 288 | 0 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 13 347 | 59,25 | 2 359 | 62,96 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 17 313 | 8,28 | 3 060 | 10,79 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 6 913 | 53,45 | 1 222 | 56,94 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 547 969 | 1,47 | 96 848 | 3,82 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 12 209 | 8,89 | 2 158 | 11,42 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 83 891 | 12,33 | 14 827 | 14,93 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 25 660 | 0,02 | 4 535 | 2,35 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 23 046 | 8,89 | 4 073 | 11,41 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 205 405 | 0,74 | 36 303 | 3,07 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 27 743 | 64,86 | 4 903 | 68,72 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 2 019 | 5,98 | 357 | 8,21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 30 709 | 48,29 | 5 436 | 51,94 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 104 442 | 18 482 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 12 808 | 0,16 | 2 264 | 2,49 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 267 698 | 362,03 | 10 814 | 8,04 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 1 529 | 270 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 4 582 | 1,91 | 810 | 4,25 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 2 112 | 0,62 | 373 | 3,04 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 51 326 | 16,88 | 9 071 | 19,59 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 268 039 | 46,55 | 47 373 | 49,94 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 197 | 35 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 484 018 | 11,98 | 86 | 14,86 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 22 083 | 2,84 | 3 903 | 5,20 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 950 | 2,59 | 168 | 5,03 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 191 052 | 8,25 | 33 767 | 10,76 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 756 | 1,70 | 1 018 | 3,99 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 1 455 | 0,76 | 257 | 3,21 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 1 576 | 278 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 108 088 | 28,09 | 19 | 35,71 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 7 471 | 2,24 | 1 320 | 4,60 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 7 631 | 63,65 | 1 349 | 67,45 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 112 | 20 | ||||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 51 008 | 6,24 | 9 015 | 8,71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 959 938 | 0,58 | 170 | 3,05 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 177 370 | 10,04 | 31 348 | 12,59 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 121 396 | 2,24 | 21 456 | 4,61 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 48 694 | 0,09 | 8 606 | 2,40 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 64 065 | 7,34 | 11 323 | 9,83 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 25 344 | 6,39 | 4 479 | 8,85 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 9 544 | 1 704 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 285 357 | 0,01 | 50 709 | 2,89 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 5 455 | 964 | ||||||
| 2025-08-06 | 13F | Bonfire Financial | 29 056 | 0,49 | 5 163 | 3,38 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 9 584 | 0,66 | 1 694 | 2,98 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 11 398 | 2,62 | 2 015 | 5,01 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 2 020 | 3,32 | 357 | 5,93 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2 454 | 434 | ||||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 797 030 | 1,17 | 141 630 | 4,07 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 34 876 | 25,82 | 6 212 | 29,72 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 21 174 | 1,47 | 3 742 | 3,83 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 39 503 | 1,82 | 6 951 | 3,72 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 100 | 18 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 367 855 | 21,86 | 65 015 | 30,47 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 11 689 | 40,88 | 2 066 | 44,10 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 181 | 29,29 | 32 | 29,17 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 3 299 | 1,70 | 583 | 3,93 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4 659 847 | 3,95 | 823 576 | 6,37 | ||||
| 2025-08-27 | NP | ACALX - Advisors Capital Active All Cap Fund | 194 600 | 21,85 | 34 394 | 24,68 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 3 652 | 28,46 | 645 | 31,36 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 43 743 | 24,55 | 7 556 | 12 706,78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 33 500 | 18,79 | 5 921 | 21,54 | |||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 108 645 | 0,38 | 19 202 | 2,70 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 31 455 | 8,20 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 19 879 | 2,76 | 3 513 | 5,15 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 10 747 | 29,28 | 1 899 | 32,24 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 31 405 | 8,63 | 5 598 | 19,65 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 4 810 | 1,14 | 850 | 3,53 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 170 286 | 0,76 | 30 345 | 4,19 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 4 976 | 5,63 | 879 | 8,12 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 3 395 | 57,25 | 600 | 61,29 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 18 610 | 3,42 | 3 289 | 5,82 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 1 196 | 211 | ||||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 310 100 | 54 807 | ||||||
| 2025-07-31 | 13F | City State Bank | 21 113 | 2,67 | 3 732 | 5,04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 733 563 | 24,87 | 129 650 | 27,77 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 9 170 | 6,47 | 1 621 | 8,94 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 55 792 | 11,01 | 9 861 | 13,58 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 29 664 | 2,19 | 5 243 | 4,55 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 9 707 | 0,88 | 1 716 | 3,19 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6 125 | 9,53 | 1 083 | 12,12 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 10 852 | 31,43 | 1 918 | 34,43 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 5 425 | 43,71 | 959 | 46,93 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 9 939 | 4,78 | 1 757 | 175 500,00 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2 164 254 | 336 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 77 496 | 25,23 | 13 697 | 28,13 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 473 269 | 6,19 | 83 646 | 8,65 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 54 000 | 65,14 | 9 544 | 68,96 | |||
| 2025-08-08 | 13F | Bailard, Inc. | 2 406 | 14,25 | 425 | 17,08 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 2 100 | 371 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 139 552 | 0,57 | 24 664 | 2,90 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2 325 179 | 2,67 | 410 957 | 5,05 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 24 624 | 1,41 | 4 352 | 3,87 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 62 049 | 15,79 | 10 967 | 18,47 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 19 059 | 3 372 | ||||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 8 503 | 509 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 6 639 | 1,36 | 1 183 | 4,60 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 259 | 0 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 19 155 | 7,33 | 3 385 | 9,83 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 909 | 1,22 | 339 | 4,31 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3 335 | 6,82 | 589 | 9,28 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 160 | 28 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 119 660 | 7,35 | 21 149 | 9,83 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 7 446 | 1,99 | 1 316 | 4,36 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 80 195 | 9,33 | 14 174 | 11,86 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 31 344 | 1,93 | 5 549 | 4,44 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 12 053 | 33,43 | 2 130 | 36,54 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6 556 | 7,63 | 1 159 | 10,08 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 11 523 | 0,01 | 2 037 | 2,31 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 118 106 | 17,94 | 20 874 | 20,67 | ||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 28 394 | 7,84 | 4 727 | 1,61 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 3 041 | 14,54 | 537 | 17,25 | ||||
| 2025-08-08 | 13F | Creative Planning | 699 001 | 1,50 | 123 541 | 3,85 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 32 838 | 30,29 | 5 802 | 33,26 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7 931 | 0,24 | 1 401 | 6,54 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 264 247 | 2,20 | 46 703 | 11,62 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 2 536 | 78,47 | 452 | 84,08 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 50 390 | 4,72 | 9 | 0,00 | ||||
| 2025-07-23 | 13F | Cohen Investment Advisors LLC | 6 028 | 4,15 | 1 065 | 6,61 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 124 | 63,16 | 22 | 61,54 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 73 650 | 47 724,68 | 13 017 | 49 961,54 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1 664 | 1,46 | 294 | 3,89 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 45 076 | 9,83 | 7 967 | 12,37 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5 569 | 1,68 | 984 | 4,02 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 200 977 | 1,55 | 35 521 | 3,90 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 128 | 5,22 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2 827 | 28,09 | 500 | 30,97 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 25 379 | 4 297 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 678 | 358,11 | 120 | 357,69 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 31 510 | 0,65 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 4 928 | 54,34 | 871 | 57,89 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 16 423 | 7,07 | 2 903 | 9,55 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1 835 | 49,43 | 324 | 52,83 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 2 714 | 6,22 | 480 | 8,62 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2 866 | 7,66 | 495 | 16,20 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 17 673 | 13,89 | 3 124 | 16,53 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 88 023 | 9,31 | 15 557 | 11,84 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 1 997 | 3,96 | 353 | 6,34 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 8 018 | 86,34 | 1 417 | 90,71 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 21 549 | 36,34 | 3 809 | 39,49 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 62 864 | 0,40 | 11 111 | 2,73 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 3 974 | 19,41 | 702 | 22,30 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 1 180 | 1,72 | 209 | 4,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 358 585 | 19,48 | 63 | 23,53 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 154 244 | 11,09 | 27 261 | 13,66 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2 227 | 230,42 | 394 | 238,79 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 43 832 | 6,56 | 7 747 | 9,02 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 30 700 | 5,16 | 5 426 | 7,60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 207 886 | 119,99 | 36 742 | 125,09 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10 530 | 1,46 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4 006 | 33,00 | 708 | 35,96 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 718 | 132,36 | 127 | 137,74 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 3 321 | 7,34 | 587 | 9,93 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 180 414 | 8,06 | 31 886 | 10,56 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 58 088 | 5,89 | 10 267 | 8,35 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28 331 | 4,27 | 5 007 | 6,71 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 39 265 | 0,12 | 6 940 | 2,44 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 40 361 | 12,15 | 6 719 | 5,68 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 126 519 | 11,46 | 22 361 | 14,04 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 11 404 | 35,62 | 2 038 | 50,11 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 21 270 | 3 759 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 60 546 | 19,73 | 10 701 | 22,50 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 299 061 | 2,82 | 52 856 | 5,20 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 8 650 | 2,63 | 1 552 | 13,79 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 5 539 | 4,65 | 979 | 7,00 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 10 006 | 4,96 | 1 768 | 14,95 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 1 862 | 329 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 24 986 | 13,07 | 4 416 | 15,67 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 96 083 | 8,25 | 16 982 | 10,76 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 317 036 | 4,12 | 56 033 | 6,53 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 1 449 416 | 0,38 | 257 565 | 3,27 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 182 517 | 7,25 | 32 258 | 9,73 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 253 652 | 1,33 | 44 830 | 3,67 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 68 728 | 15,41 | 12 147 | 18,09 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 4 749 | 19,26 | 839 | 22,13 | ||||
| 2025-08-08 | 13F | King Wealth | 29 567 | 39,44 | 5 | 66,67 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 54 105 | 22,85 | 9 562 | 25,70 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 4 221 | 746 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 276 615 | 1,05 | 62 635 | 32,45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 17 774 | 5,93 | 3 141 | 8,39 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2 317 | 6,82 | 410 | 9,36 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 3 184 | 0,09 | 563 | 2,37 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 547 395 | 3,97 | 96 747 | 6,38 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 3 751 | 1,74 | 663 | 4,09 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 151 517 | 2,94 | 26 779 | 5,32 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 26 399 | 37,72 | 4 666 | 40,89 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 622 416 | 91,50 | 110 | 96,43 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 99 699 | 23,88 | 17 621 | 26,74 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 46 928 | 1,93 | 8 294 | 4,31 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 1 254 | 222 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 30 642 | 0,40 | 5 416 | 2,73 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 7 174 | 0,35 | 1 268 | 2,67 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 4 733 | 0,19 | 837 | 2,45 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 2 285 | 387 | ||||||
| 2025-07-23 | 13F | Lansing Street Advisors | 47 571 | 3,76 | 8 453 | 6,74 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 1 910 | 339 | ||||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 4 639 | 3,48 | 820 | 5,81 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 16 391 | 14,35 | 2 897 | 17,01 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 551 | 53,56 | 274 | 57,47 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 104 063 | 18,44 | 18 392 | 21,19 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 7 202 | 1 273 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 9 200 | 7,92 | 1 626 | 10,46 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 34 519 | 6 101 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 19 195 | 25,42 | 3 417 | 170 700,00 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 41 679 | 34,38 | 7 366 | 37,50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 17 344 | 5,78 | 3 065 | 8,23 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 10 905 | 53,05 | 1 928 | 56,67 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 3 | 1 | ||||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 3 642 | 1 | ||||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 369 | 66 | ||||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 685 866 | 10,77 | 121 220 | 13,33 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 78 409 | 3,42 | 13 858 | 5,82 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 363 735 | 8,35 | 64 286 | 10,86 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10 403 | 4,21 | 1 839 | 6,61 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 39 615 | 2,30 | 7 001 | 4,68 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 1 139 | 201 | ||||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 158 943 | 4,77 | 28 092 | 7,19 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 29 767 | 0,99 | 5 261 | 3,32 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 11 963 | 0,72 | 2 126 | 3,61 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 2 259 | 7,78 | 399 | 10,22 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 2 282 | 76,35 | 403 | 80,72 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 668 612 | 2,36 | 115 496 | 4,44 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 56 841 | 8,42 | 10 046 | 10,93 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 2 620 | 4,59 | 463 | 6,94 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 551 304 | 3,87 | 274 178 | 6,28 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 29 168 | 7,11 | 5 155 | 9,59 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 12 315 | 1,13 | 2 177 | 3,47 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 52 837 | 0,11 | 9 338 | 2,42 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 81 641 | 1,55 | 14 429 | 7,81 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 3 022 | 69,02 | 534 | 73,38 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 3 777 | 15,97 | 668 | 18,68 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 3 343 | 591 | ||||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 1 446 | 4,33 | 256 | 6,69 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 35 583 | 590,26 | 6 289 | 606,63 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 26 989 | 22,99 | 4 768 | 27,21 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 317 | 56 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11 767 | 11,94 | 2 080 | 15,82 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 302 044 | 43,73 | 53 384 | 47,06 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 32 572 | 0,59 | 5 757 | 2,91 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 16 744 | 20,74 | 2 959 | 23,55 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 5 083 | 17,01 | 899 | 19,73 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 1 384 981 | 4,99 | 245 | 7,49 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 1 546 | 7,51 | 273 | 10,08 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 14 309 | 0,67 | 2 529 | 2,80 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 21 515 | 5,55 | 3 803 | 7,98 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 2 765 | 10,12 | 489 | 12,70 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 34 558 | 6,21 | 6 108 | 8,67 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 140 | 2 700,00 | 25 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 134 073 | 0,80 | 23 825 | 3,70 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 3 088 | 54,40 | 546 | 57,97 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 19 836 | 7,53 | 3 516 | 13,20 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 349 987 | 19,56 | 61 857 | 22,33 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 180 | 32 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 25 848 | 14,63 | 4 568 | 17,28 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 5 812 | 32,36 | 1 | |||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 266 | 9,02 | 417 | 0,97 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 127 130 | 4,65 | 22 469 | 7,07 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 27 107 | 7,98 | 4 791 | 10,47 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 29 414 | 5,71 | 5 | 25,00 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 130 | 23 | ||||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 21 903 | 28,07 | 3 892 | 31,75 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 22 810 | 30,31 | 4 031 | 33,34 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 81 | 1,25 | 14 | 7,69 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 2 530 | 5,42 | 447 | 7,97 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 550 | 97 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 37 809 | 0,30 | 6 682 | 2,63 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 8 453 | 53,00 | 1 494 | 56,50 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 34 540 | 0,08 | 6 105 | 2,40 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 78 932 | 0,03 | 13 950 | 2,35 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 6 550 | 11,02 | 1 158 | 13,54 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 492 | 0,34 | 617 | 3,87 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 25 234 | 3,96 | 4 484 | 6,97 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 8 803 | 5,92 | 1 556 | 8,36 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 8 358 | 1,42 | 1 477 | 3,79 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 6 027 | 18,95 | 1 065 | 21,71 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1 711 | 5,81 | 302 | 8,24 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 66 149 | 0,02 | 11 691 | 2,34 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 928 | 0,22 | 164 | 2,52 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 1 786 | 0,39 | 316 | 2,61 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 1 566 | 0,77 | 277 | 2,99 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 26 300 | 20,84 | 4 648 | 23,65 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1 238 954 | 2,06 | 218 973 | 4,43 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 42 667 | 12,98 | 7 541 | 15,59 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 135 | 9,42 | 554 | 12,15 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 71 936 | 20,69 | 12 714 | 23,48 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10 337 | 6,27 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 32 675 343 | 1,74 | 5 775 040 | 4,10 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 7 830 | 13,05 | 1 384 | 15,73 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 171 444 | 2,94 | 30 301 | 5,32 | ||||
| 2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 56 421 | 9 972 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 740 | 133 | ||||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 5 315 | 2,23 | 939 | 4,57 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 2 135 | 0,57 | 369 | 2,51 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 1 140 | 201 | ||||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 16 114 | 10,98 | 3 | 0,00 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 1 378 | 244 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 1 824 | 0,55 | 325 | 13,24 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 206 437 | 36 486 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 127 535 | 8,89 | 22 541 | 11,41 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 10 911 | 1 939 | ||||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 36 219 | 7,10 | 6 401 | 9,59 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 48 374 | 4,28 | 8 490 | 14,68 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 306 056 | 0,93 | 54 092 | 3,26 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 17 798 | 5,05 | 3 163 | 8,07 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 6 404 | 1 132 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 255 944 | 38,18 | 45 236 | 41,39 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 10 990 | 14,32 | 1 942 | 16,99 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1 128 | 200 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9 300 | 2,00 | 1 644 | 4,32 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 2 165 | 498,07 | 383 | 516,13 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 7 801 | 356,73 | 1 385 | 369,15 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 685 | 2,39 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 1 825 | 23,81 | 323 | 26,77 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 77 867 | 1,97 | 13 762 | 4,34 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 11 863 | 14,80 | 2 097 | 17,42 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 2 086 | 36,43 | 371 | 40,15 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 17 130 | 14,84 | 3 028 | 17,51 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 1 217 | 215 | ||||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 53 201 | 10,47 | 9 403 | 13,02 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 2 649 | 468 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 228 422 | 3,68 | 40 371 | 6,08 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 647 | 7,11 | 645 | 9,52 | ||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 92 308 | 1,28 | 16 315 | 3,62 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 396 | 72,77 | 247 | 76,98 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 5 446 | 193,74 | 963 | 200,63 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 13 840 | 0,66 | 2 446 | 3,03 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 24 409 | 17,29 | 4 314 | 20,03 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 237 143 | 0,37 | 41 913 | 2,69 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 756 | 7,33 | 310 | 9,93 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 3 300 | 3,42 | 583 | 5,81 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 464 852 | 1,48 | 82 158 | 3,84 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 1 336 | 11,15 | 236 | 14,01 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 209 344 | 22,65 | 36 999 | 25,49 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 2 303 | 407 | ||||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 27 318 | 0,00 | 4 828 | 2,33 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 383 655 | 9,03 | 67 885 | 12,75 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 131 989 | 10,37 | 23 328 | 12,93 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 319 812 | 0,74 | 56 524 | 3,08 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 6 022 | 1 088 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 8 420 | 35,44 | 1 488 | 38,68 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 5 388 | 0,22 | 952 | 2,59 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 640 266 | 0,42 | 113 161 | 2,75 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 135 480 | 5,47 | 23 945 | 7,91 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 363 378 | 30 030,85 | 2 | −99,04 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 25 666 | 1,51 | 4 536 | 3,87 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 39 274 | 2,78 | 6 941 | 5,17 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 4 460 | 9,80 | 788 | 12,41 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 309 040 | 2,40 | 938 320 | 4,77 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 19 918 | 9,63 | 3 520 | 12,17 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5 363 | 2,41 | 958 | 5,86 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 4 771 | 20,21 | 843 | 23,07 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 39 974 | 7 065 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 137 178 | 0,75 | 24 377 | 3,64 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 12 202 | 2 065 | ||||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 3 659 | 3,24 | 632 | 5,33 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 14 164 | 13,00 | 2 503 | 15,61 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 293 | 37,99 | 229 | 48,05 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 17 340 | 1,69 | 3 065 | 4,04 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 303 068 | 4,25 | 53 564 | 6,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 20 792 247 | 2,86 | 3 674 798 | 5,24 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 66 977 | 19,69 | 11 838 | 22,46 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 1 461 382 | 2,45 | 258 285 | 4,82 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 14 975 | 5,76 | 2 647 | 8,22 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 1 132 | 200 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 325 725 | 4,40 | 57 569 | 6,82 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 164 984 | 519,89 | 29 159 | 534,30 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 780 675 | 12,56 | 668 197 | 15,17 | ||||
| 2025-07-31 | 13F | United Community Bank | 75 | 13 | ||||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 7 888 | 0,46 | 1 394 | 2,80 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 78 026 | 1,82 | 13 790 | 4,19 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 592 | 60,00 | 105 | 65,08 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 1 450 | 256 | ||||||
| 2025-08-14 | 13F | Wallace Hart LLC | 15 | 3 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 12 156 | 72,45 | 2 148 | 76,50 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 11 679 | 1,38 | 2 064 | 3,77 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 76 693 | 48,44 | 13 629 | 52,71 | ||||
| 2025-08-13 | 13F/A | Hartford Funds Management Co LLC | 3 705 | 59,42 | 655 | 63,09 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 6 433 | 3,31 | 1 137 | 5,77 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 1 057 | 1,63 | 188 | 4,47 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 124 364 | 13,07 | 21 980 | 15,68 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 63 010 | 49,27 | 11 137 | 52,72 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 43 889 | 6,32 | 7 757 | 8,78 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 122 588 | 41,60 | 21 666 | 44,88 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 72 328 | 4,19 | 12 783 | 6,60 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 10 863 | 7,93 | 1 920 | 10,41 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5 770 | 9,95 | 1 020 | 12,47 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 537 005 | 4,25 | 94 910 | 6,66 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 1 994 | 28,73 | 352 | 31,84 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 22 661 | 18,68 | 4 005 | 21,44 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 5 865 616 | 3,91 | 1 036 689 | 6,32 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 973 | 173 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 83 336 | 4,35 | 14 729 | 6,77 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 3 603 | 22,47 | 637 | 25,20 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 166 814 | 3 535,08 | 29 483 | 3 622,47 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 50 160 | 47,01 | 8 865 | 50,43 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 2 932 | 65,84 | 518 | 69,84 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 4 472 | 213,60 | 799 | 225,71 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2 930 | 0,55 | 518 | 2,78 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 190 127 | 7,63 | 33 603 | 10,12 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 5 091 | 14,15 | 915 | 18,70 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 29 951 | 559,28 | 5 294 | 575,13 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 17 297 | 3 057 | ||||||
| 2025-07-21 | 13F | Warner Financial, Inc | 162 101 | 0,11 | 29 | 3,70 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 6 125 | 1,29 | 1 083 | 3,64 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3 330 | 41,46 | 589 | 44,83 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 71 343 | 38,91 | 12 609 | 42,12 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 9 043 | 91,63 | 1 598 | 96,07 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 21 869 | 1 527,16 | 3 885 | 1 574,57 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 49 606 | 1,51 | 8 767 | 3,86 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 12 179 | 2,98 | 2 153 | 5,39 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 117 935 | 0,65 | 20 844 | 2,98 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3 461 | 0,41 | 612 | 2,69 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 34 026 | 0,37 | 6 014 | 2,68 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 9 313 | 5,78 | 1 646 | 8,22 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 1 600 | 0,31 | 287 | 17,14 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 81 402 | 0,22 | 14 387 | 2,54 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 14 758 | 6,78 | 2 608 | 9,26 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 78 274 | 0,26 | 13 834 | 2,58 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 31 852 | 4,27 | 5 630 | 6,69 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 16 773 | 2,83 | 2 964 | 5,22 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 6 002 | 0,25 | 1 060 | 3,72 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 1 639 | 1,86 | 290 | 4,33 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 916 | 5,77 | 162 | 8,05 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 1 145 | 202 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 116 437 | 100,20 | 20 580 | 104,83 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 1 247 | 220 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 828 | 517,91 | 146 | 534,78 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 2 213 | 14,19 | 391 | 17,07 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 4 533 | 2,86 | 801 | 5,26 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 13 985 | 2,15 | 2 415 | 4,19 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 32 462 | 14,13 | 5 737 | 16,77 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 6 742 | 30,53 | 1 198 | 34,91 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 5 554 | 47,83 | 982 | 51,16 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 38 307 | 19,44 | 6 771 | 22,20 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 1 121 | 200 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 126 635 | 33,34 | 22 381 | 36,44 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 65 211 | 1,34 | 11 525 | 3,69 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 13 783 | 5,76 | 2 436 | 8,22 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5 428 502 | 2,11 | 959 433 | 4,47 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 26 212 | 83,48 | 4 633 | 87,76 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 76 270 | 103,47 | 13 553 | 109,31 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 753 725 | 3,33 | 133 213 | 5,72 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 183 799 | 2,67 | 32 485 | 5,05 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 4 038 | 2,57 | 714 | 4,85 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 47 126 | 2,44 | 8 329 | 4,81 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 11 515 | 231,27 | 2 035 | 239,17 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 180 929 | 0,22 | 31 977 | 2,55 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 3 640 | 643 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 575 149 | 0,57 | 102 | 3,06 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 6 541 318 | 0,65 | 1 156 112 | 2,98 | ||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 11 559 | 10,84 | 2 044 | 13,37 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 7 371 | 1 303 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 283 413 | 13,84 | 50 090 | 16,47 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 85 757 | 4,48 | 15 157 | 6,90 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 102 885 | 5,79 | 18 184 | 8,23 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 17 253 | 3 049 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 249 074 | 576,50 | 44 159 | 594,42 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 5 848 | 15,12 | 1 034 | 17,79 | ||||
| 2025-08-14 | 13F | Bayesian Capital Management, LP | 1 984 | 351 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 5 029 | 1,93 | 889 | 4,23 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 80 | 14 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 58 467 | 1,13 | 10 | 11,11 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 4 013 | 2,42 | 709 | 4,88 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 166 107 | 4,81 | 29 408 | 7,42 | ||||
| 2025-07-30 | 13F | apricus wealth, LLC | 4 050 | 11,72 | 716 | 14,22 | ||||
| 2025-09-03 | 13F | American Trust | 9 747 | 1 723 | ||||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 9 907 | 1 763 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 348 650 | 0,59 | 61 620 | 2,92 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 59 217 | 1,37 | 10 592 | 9,84 | ||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 8 192 | 50,62 | 1 448 | 54,10 | ||||
| 2025-07-16 | 13F | Novem Group | 85 444 | 3,12 | 15 101 | 5,51 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 1 517 | 2,99 | 268 | 5,51 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 62 889 | 9,74 | 11 135 | 12,48 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 1 145 | 202 | ||||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 6 656 | 0,54 | 1 176 | 2,89 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 4 167 | 7,37 | 736 | 9,85 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 2 443 | 11,10 | 0 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 798 | 3,44 | 495 | 5,78 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 156 130 | 17,69 | 380 691 | 20,24 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 11 873 | 18,80 | 2 098 | 21,55 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 21 684 | 60,74 | 3 832 | 64,46 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 104 785 | 9,11 | 19 | 12,50 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 3 556 | 111,29 | 628 | 116,55 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 1 583 | 280 | ||||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 23 954 | 1,27 | 4 234 | 3,60 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 14 391 | 46,55 | 2 543 | 49,94 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 1 147 | 203 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 1 407 | 18,53 | 249 | 21,57 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 40 444 | 7 148 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 627 | 0,12 | 288 | 2,50 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 5 398 | 67,59 | 954 | 71,58 | ||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 185 795 | 1,78 | 32 837 | 4,14 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 155 835 | 114,69 | 27 542 | 119,67 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 5 119 | 4,60 | 884 | 6,76 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 907 305 | 1,82 | 160 357 | 4,17 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 4 511 | 8,70 | 797 | 11,31 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 7 098 | 8,63 | 1 255 | 11,17 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 153 422 | 9,49 | 27 116 | 12,02 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 1 439 | 23,63 | 254 | 26,37 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 808 | 173,94 | 320 | 179,82 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4 991 | 16,04 | 884 | 19,00 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 7 122 | 5,42 | 1 259 | 7,89 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 4 345 | 0,14 | 768 | 2,40 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 6 149 | 17,89 | 1 093 | 21,20 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 412 041 | 3,39 | 72 824 | 5,79 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 50 759 | 9,00 | 8 971 | 11,51 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 23 193 | 58,93 | 4 099 | 62,66 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 132 | 23 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 9 706 | 34,54 | 1 715 | 36,65 | ||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 1 919 | 0,42 | 339 | 2,73 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 0 | 0 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 175 | 31 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 309 076 | 15,78 | 54 626 | 18,47 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 97 747 | 4,66 | 17 276 | 7,08 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 25 825 | 28,70 | 5 | 33,33 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 2 534 | 3,90 | 448 | 6,18 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 20 296 | 3 587 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 126 242 | 1,08 | 22 807 | 10,84 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6 095 | 186,96 | 1 083 | 195,90 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 57 882 | 3,90 | 10 230 | 7,49 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 14 536 | 39,10 | 2 569 | 42,33 | ||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 135 105 | 1,06 | 23 878 | 3,40 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 72 687 | 7,62 | 12 847 | 10,11 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 16 168 | 19,91 | 2 858 | 22,67 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 301 395 | 1,46 | 53 269 | 3,81 | ||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 118 470 | 14,98 | 20 938 | 17,65 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 3 476 | 614 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 5 683 | 0,16 | 1 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 14 686 | 273,88 | 2 596 | 282,74 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 7 118 | 56,47 | 1 258 | 60,25 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 64 714 | 0,46 | 11 438 | 2,79 | ||||
| 2025-07-15 | 13F | Maseco Llp | 8 010 | 1 415 | ||||||
| 2025-07-24 | 13F | GFG Capital, LLC | 372 | 66 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 18 949 | 3,92 | 3 349 | 6,35 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 823 862 | 7,59 | 145 609 | 10,08 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 6 571 | 4,98 | 1 161 | 7,40 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 6 687 | 6,72 | 1 182 | 9,15 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 3 591 | 5,06 | 635 | 7,46 | ||||
| 2025-08-07 | 13F | Commerce Bank | 63 904 | 2,77 | 11 294 | 5,15 | ||||
| 2025-07-29 | 13F | Bellecapital International Ltd. | 1 137 | 201 | ||||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 33 544 | 5,92 | 5 929 | 8,37 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1 723 | 42 975,00 | 305 | |||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 219 395 | 6,85 | 39 077 | 10,18 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 726 | 0,69 | 128 | 3,23 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 14 083 | 2,92 | 2 503 | 5,88 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 281 312 | 17,51 | 49 719 | 20,23 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 875 974 | 361,46 | 154 820 | 372,15 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 16 499 | 5,89 | 2 916 | 8,36 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 168 617 | 3,40 | 29 801 | 5,79 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 81 061 | 6,84 | 14 405 | 9,91 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 025 | 8,35 | 358 | 10,87 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 1 343 | 237 | ||||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 135 787 | 10,49 | 23 999 | 13,05 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 83 610 | 0,87 | 14 443 | 16,55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13 769 824 | 2,56 | 2 433 679 | 4,94 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 19 875 | 5,08 | 3 513 | 7,50 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 50 997 | 7,65 | 8 809 | 9,39 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 73 247 | 12,29 | 12 946 | 14,89 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 13 501 | 3,69 | 2 377 | 15,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 130 752 | 3,13 | 23 109 | 5,52 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 12 323 | 82,19 | 2 178 | 86,39 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 616 | 109 | ||||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 19 919 | 14,40 | 3 520 | 17,06 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 102 781 | 2,79 | 18 165 | 5,17 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 52 168 | 90,68 | 9 012 | 131,82 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 87 234 | 24,45 | 15 418 | 27,34 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 76 498 | 7,64 | 13 520 | 10,13 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 87 509 | 2,92 | 15 466 | 5,30 | ||||
| 2025-07-18 | 13F | Vicus Capital | 33 841 | 0,40 | 5 981 | 2,73 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 3 702 | 1,01 | 655 | 3,48 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 2 619 | 88,55 | 463 | 93,31 |
