Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Index Funds - Vanguard Large-Cap ETF inkluderar Nordwand Advisors, LLC, Blueprint Financial Advisors LLC, Blueprint Investment Partners LLC, Yeomans Consulting Group, Inc., Glenmede Investment Management, LP, Secure Asset Management, LLC, Harbor Asset Planning, Inc., Maseco Llp, Horizon Bancorp Inc /in/, Summit Wealth Group Llc / Co, Kelman-Lazarov, Inc., BluePointe Capital Management, LLC, Essex LLC, Balboa Wealth Partners, Catalyst Financial Partners Llc, Arista Wealth Management, LLC, PKS Advisory Services, LLC, Foster Group, Inc., Oldfather Financial Services, LLC, och BLVD Private Wealth, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 964 | 3,43 | 1 987 | 14,80 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 15 208 | 119,71 | 4 339 | 143,90 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 49 514 | 1,80 | 14 126 | 13,00 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 1 266 | 2,18 | 361 | 13,52 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 432 039 | 0,15 | 123 261 | 11,17 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 27 | 8 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 53 275 | 71,60 | 15 200 | 90,49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 721 | 6,74 | 1 632 | 18,52 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1 579 | 450 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 8 332 | 1,44 | 2 377 | 12,60 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 997 | 23,09 | 284 | 36,54 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 096 878 | 26,16 | 312 939 | 40,04 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 64 993 | 0,35 | 18 542 | 11,39 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 5 775 | 187,31 | 1 648 | 219,19 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 4 800 | 1 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 476 | 136 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 7 434 | 369,32 | 2 121 | 421,13 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80 956 | 0,96 | 23 097 | 12,06 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 1 624 | 17,94 | 463 | 31,16 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 18 025 | 14,06 | 5 143 | 26,62 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 2 546 | 726 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1 048 931 | 0,44 | 298 998 | 10,26 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 913 | 248,45 | 546 | 286,52 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4 970 | 1,62 | 1 418 | 12,54 | ||||
| 2025-08-14 | 13F | Betterment LLC | 117 766 | 50,95 | 34 | 65,00 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 1 456 | 415 | ||||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 2 623 | 748 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9 188 | 8,72 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 2 939 | 24,38 | 838 | 38,06 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 446 | 22 200,00 | 127 | 5,83 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 4 536 | 3,80 | 1 294 | 15,23 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 378 | 108 | ||||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 10 841 | 0,99 | 3 093 | 12,07 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 776 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11 118 | 76,11 | 3 172 | 95,50 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2 805 | 11,13 | 800 | 23,46 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 62 964 | 94,06 | 17 964 | 115,41 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 116 185 | 3,77 | 33 148 | 15,18 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 85 309 | 8,90 | 24 | 20,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 525 269 | 10,40 | 149 847 | 22,57 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 13 721 | 7,98 | 3 905 | 20,27 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 53 137 | 54,81 | 15 160 | 71,83 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 1 376 | 55,83 | 393 | 73,45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 400 | 40,74 | 3 252 | 56,27 | |||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 625 | 4,17 | 178 | 15,58 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | 6 | ||||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 705 | 201 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1 260 | 3,62 | 361 | 15,38 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 22 537 | 123,83 | 6 430 | 148,42 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 890 | 254 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3 420 | 3,39 | 976 | 14,71 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 38 369 | 16,66 | 10 947 | 32,25 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 39 168 | 11,82 | 11 175 | 24,13 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 7 261 | 3,42 | 2 072 | 14,80 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 718 | 205 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 12 076 | 291,19 | 3 445 | 334,43 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 6 654 | 5,97 | 1 898 | 17,67 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 4 486 | 0,29 | 1 280 | 11,40 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 22 515 | 1,55 | 6 424 | 12,72 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 23 870 | 0,58 | 6 810 | 11,66 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 2 798 | 9,43 | 798 | 21,46 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 123 462 | 0,65 | 605 824 | 11,72 | ||||
| 2025-08-06 | 13F | Miller Investment Management, LP | 62 225 | 5,15 | 17 753 | 16,71 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1 269 | 10,25 | 362 | 22,71 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 331 224 | 0,37 | 94 498 | 11,41 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 836 | 9,71 | 239 | 22,05 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 710 811 | 1,73 | 202 794 | 12,92 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 3 280 | 8,57 | 936 | 20,49 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 865 | 247 | ||||||
| 2025-07-28 | 13F | Essex LLC | 3 412 | 973 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 149 114 | 3,98 | 42 542 | 15,42 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 29 477 | 8,17 | 8 410 | 20,06 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 30 | 9 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 3 614 | 0,64 | 1 031 | 11,82 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18 982 | 296,78 | 5 415 | 340,60 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 232 | 494,12 | 922 | 563,31 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 2 500 | 13,64 | 713 | 26,19 | |||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1 666 | 0,66 | 475 | 11,76 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 51 271 | 0,85 | 14 628 | 11,95 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 5 702 | 2,57 | 1 627 | 13,87 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 803 | 229 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 44 | 13 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 3 207 | 0,03 | 938 | 13,85 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 4 816 | 30,23 | 1 238 | 24,07 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3 021 | 862 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 18 | 50,00 | 5 | 66,67 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 1 163 | 30,82 | 332 | 45,18 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 9 591 | 907,46 | 2 736 | 1 021,31 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 131 | 37 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1 977 | 27,30 | 564 | 41,35 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 8 710 | 0,59 | 2 485 | 11,64 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 78 515 | 474,74 | 22 400 | 537,99 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6 082 | 200,49 | 1 735 | 233,65 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 963 | 8,57 | 275 | 20,18 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11 434 | 0,82 | 3 254 | 12,48 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 129 189 | 2,02 | 36 858 | 13,24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 594 | 2,79 | 2 452 | 14,05 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3 522 | 0,26 | 1 009 | 11,75 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 53 | 15 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 653 | 17,34 | 758 | 30,29 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 12 696 | 15,29 | 3 617 | 27,37 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7 225 | 22,58 | 2 061 | 36,13 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 1 175 | 335 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 49 061 | 0,23 | 14 | 8,33 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 9 906 | 1,04 | 2 831 | 11,50 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 1 287 | 367 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 9 250 | 3,35 | 2 639 | 14,74 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 1 747 | 0,17 | 498 | 11,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 300 761 | 1,85 | 86 | 13,33 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 2 433 | 0,29 | 618 | −5,66 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 661 | 7,48 | 189 | 18,99 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 39 030 | 0,04 | 11 135 | 11,04 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 14 160 | 10,97 | 4 040 | 23,18 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3 853 | 41,71 | 1 099 | 57,45 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 2 590 | 21,60 | 739 | 34,92 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 758 | 216 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 5 470 | 1,82 | 1 561 | 13,04 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 3 429 | 1,21 | 978 | 12,41 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 11 878 | 9,35 | 3 389 | 21,39 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 137 | 48,82 | 324 | 65,31 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 758 573 | 5,10 | 216 421 | 16,66 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 093 | 6,63 | 0 | |||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 4 686 | 14,40 | 1 337 | 27,00 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 511 | 15,35 | 146 | 28,07 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 25 777 | 2,38 | 7 355 | 13,65 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 44 642 | 0,64 | 12 736 | 11,71 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 789 | 225 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15 380 | 13,15 | 4 388 | 25,59 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 784 | 224 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22 260 | 98,24 | 6 351 | 120,03 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 350 | 100 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 29 458 | 8 429 | ||||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 68 184 | 0,21 | 19 453 | 11,23 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 65 674 | 1,94 | 18 737 | 13,15 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 29 308 | 0,66 | 8 585 | 21,90 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 43 874 | 55,79 | 12 517 | 72,93 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 12 805 | 1,22 | 3 653 | 12,37 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 16 711 | 1,14 | 4 768 | 12,27 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 30 557 | 3 533,41 | 8 718 | 3 935,65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 267 120 | 114,30 | 72 399 | 125,98 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 716 | 204 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 46 | 0 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 2 622 | 2,82 | 748 | 14,20 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 20 926 | 5,37 | 5 584 | 9,40 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 952 | 13,20 | 272 | 25,46 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 2 902 | 6,73 | 828 | 18,48 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 554 389 | 5,93 | 158 167 | 17,58 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 2 725 | 40,25 | 700 | 33,59 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6 144 | 1,37 | 1 753 | 12,52 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 5 609 | 25,45 | 1 600 | 32,78 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 152 | 7,04 | 43 | 19,44 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 909 | 2,02 | 259 | 13,60 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 11 681 | 0,46 | 3 333 | 11,51 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 570 | 250,45 | 448 | 288,70 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 57 874 | 16 511 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 31 922 | 4,77 | 9 107 | 16,29 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 1 366 | 0,52 | 390 | 11,46 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 16 274 | 1,37 | 4 643 | 12,51 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2 298 | 3,65 | 656 | 15,11 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 7 114 | 75,01 | 2 030 | 94,35 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 32 153 | 1,50 | 9 201 | 12,99 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1 596 | 46,02 | 455 | 61,92 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 35 485 | 0,85 | 10 154 | 12,27 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 951 | 274 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 2 600 | 742 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 800 400 | 2,99 | 228 356 | 14,11 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 390 493 | 0,05 | 111 408 | 11,05 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 202 141 | 0,07 | 57 671 | 11,08 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 1 881 | 537 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 2 777 | 792 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 1 387 | 396 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37 772 | 12,14 | 10 776 | 24,48 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 1 021 | 0,49 | 295 | 22,50 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 64 299 | 3,57 | 18 345 | 14,96 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 59 787 | 10,20 | 17 057 | 22,33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 687 | 41,65 | 196 | 58,06 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 715 | 204 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 691 | 19,42 | 483 | 32,42 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1 552 | 0,19 | 443 | 11,06 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 90 660 | 7,28 | 25 865 | 19,08 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 3 776 | 0,37 | 1 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 825 | 235 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 1 870 | 2,30 | 534 | 13,65 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 75 439 | 29,49 | 19 390 | 23,40 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 9 097 | 28,53 | 2 595 | 42,66 | ||||
| 2025-08-13 | 13F | GQG Partners LLC | 2 817 | 804 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11 396 | 3 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 418 | 0,97 | 122 | 15,09 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 3 841 | 3,98 | 1 096 | 16,12 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 17 697 | 0,73 | 5 049 | 11,83 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 216 | 0,66 | 1 488 | 11,80 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 83 232 | 1,84 | 24 322 | 15,79 | ||||
| 2025-07-17 | 13F | City Holding Co | 25 382 | 13,78 | 7 241 | 26,29 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 87 000 | 24 821 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 329 513 | 113,45 | 94 010 | 136,93 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 296 | 84 | ||||||
| 2025-07-30 | NP | APUE - ActivePassive U.S. Equity ETF | 1 580 | 58,16 | 429 | 57,14 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 59 934 | 4,16 | 17 099 | 15,61 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4 957 | 1,45 | 1 414 | 12,67 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 811 | 2,27 | 231 | 13,79 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 156 138 | 1,71 | 44 546 | 12,90 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 4 509 | 0,42 | 1 286 | 11,44 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 730 | 208 | ||||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 28 149 | 8 024 | ||||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 43 925 | 2,38 | 12 532 | 13,64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 511 017 | 26,11 | 145 798 | 39,98 | ||||
| 2025-08-14 | 13F | Bank of Marin | 1 627 | 464 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 53 468 | 0,04 | 15 255 | 11,04 | ||||
| 2025-08-14 | 13F | Cobler Capital Management, LLC | 842 | 477 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16 788 189 | 4,08 | 4 777 591 | 15,93 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 14 304 | 0,10 | 3 677 | −4,62 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 4 312 | 1 230 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 754 | 215 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 31 558 | 62,56 | 9 003 | 80,46 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 43 | 12 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 16 488 | 1 572,21 | 4 723 | 1 819,92 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 298 | 16,87 | 944 | 30,07 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 18 046 | 0,56 | 5 149 | 11,62 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 747 | 213 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 41 184 | 5,42 | 11 750 | 17,02 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 712 | 203 | 86,24 | |||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 3 262 | 0,52 | 931 | 11,51 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 1 896 | 25,15 | 541 | 38,82 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 903 | 3,08 | 260 | 15,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 806 765 | 0,86 | 230 170 | 11,96 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5 608 | 2,22 | 1 600 | 13,40 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 1 666 | 1,65 | 475 | 12,83 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 1 134 | 324 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 48 966 | 3,65 | 13 970 | 15,06 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 44 210 | 6,93 | 12 613 | 18,70 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8 615 | 25,35 | 2 458 | 32,60 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 967 | 20,27 | 287 | 40,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1 997 | 26,87 | 570 | 40,84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 061 | 0,00 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3 115 | 6,17 | 889 | 17,77 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 10 496 | 51,37 | 2 995 | 68,01 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 352 178 | 1,04 | 100 476 | 12,15 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 39 214 | 0,65 | 11 188 | 11,72 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 16 469 | 4 699 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 1 608 | 1,20 | 459 | 12,25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 78 529 | 0,35 | 22 404 | 11,39 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 762 | 217 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 6 227 | 5,17 | 1 777 | 16,77 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 609 | 35,03 | 1 600 | 49,95 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 1 131 | 0,27 | 326 | 22,18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 520 623 | 3,06 | 433 834 | 14,40 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 1 133 | 22,35 | 291 | 16,87 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 61 059 | 0,46 | 17 471 | 11,83 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1 426 | 10,97 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6 740 | 1,58 | 1 923 | 12,73 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 2 993 | 59,88 | 856 | 69,84 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 750 | 214 | ||||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 21 911 | 62,79 | 6 251 | 80,72 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 66 003 | 2,28 | 18 831 | 13,53 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 17 372 | 3,10 | 4 956 | 14,43 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 1 799 | 7,79 | 517 | 28,36 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8 317 | 28,07 | 2 373 | 42,18 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 41 733 | 1 746,59 | 11 906 | 1 952,76 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 2 141 | 8,35 | 611 | 20,32 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 2 157 | 546 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5 400 | 1 541 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 9 253 | 22,56 | 2 638 | 35,93 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 095 | 0,62 | 622 | 17,17 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 732 | 209 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1 006 | 287 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1 821 | 0,17 | 519 | 11,13 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 75 507 | 21 606 | ||||||
| 2025-08-04 | 13F | Human Investing LLC | 19 560 | 70,77 | 5 586 | 89,71 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 165 723 | 0,96 | 47 420 | 12,40 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 35 521 | 5,77 | 10 134 | 17,40 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 44 394 | 20,23 | 12 666 | 33,46 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 762 | 217 | ||||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 336 | 96 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11 877 | 9,52 | 3 388 | 21,56 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 84 449 | 3,85 | 24 093 | 16,58 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 1 287 | 367 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 233 612 | 5,02 | 66 649 | 16,58 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 989 | 0,34 | 853 | 11,37 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 022 | 2,40 | 292 | 13,67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 328 031 | 2,35 | 93 587 | 13,61 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 703 | 201 | ||||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1 610 784 | 12,04 | 459 557 | 24,37 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8 669 | 6,22 | 2 481 | 18,26 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 713 | 203 | ||||||
| 2025-07-25 | 13F | Advocate Group Llc | 60 706 | 3,30 | 17 320 | 14,66 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 131 | 21,30 | 37 | 37,04 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 24 362 | 8,34 | 6 951 | 20,26 | ||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 37 048 | 1 432,18 | 2 178 | 250,56 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 2 881 | 9,25 | 824 | 21,71 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 1 263 | 360 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2 195 | 18,46 | 626 | 31,51 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 93 800 | 18,05 | 26 761 | 31,04 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 22 459 | 14,52 | 6 408 | 27,12 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 44 715 | 0,17 | 12 757 | 11,19 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 266 865 | 556,82 | 11 832 | 13,29 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 776 752 | 4,25 | 792 207 | 15,72 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 545 138 | 14,33 | 440 820 | 26,90 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18 438 | 1,53 | 5 260 | 12,71 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 5 950 | 0,07 | 1 698 | 11,06 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 25 420 | 8,12 | 7 252 | 19,57 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 1 953 | 1,19 | 557 | 12,30 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 2 563 | 3,35 | 731 | 14,76 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 40 269 | 0,28 | 11 489 | 11,31 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 4 166 | 8,89 | 1 189 | 20,85 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1 592 | 8,30 | 454 | 20,42 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 217 692 | 94,92 | 62 108 | 116,36 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 1 528 | 436 | ||||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 274 | 1,48 | 78 | 13,04 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 10 273 | 32,55 | 2 931 | 47,16 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 1 384 | 395 | ||||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 757 | 216 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 67 835 | 687,50 | 19 353 | 774,12 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 48 449 | 16,37 | 13 822 | 29,18 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 8 033 | 28,59 | 2 292 | 42,74 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 313 | 6,83 | 91 | 21,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 841 | 5 090 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 282 119 | 16,73 | 365 788 | 29,56 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 51 574 | 82,94 | 14 714 | 103,06 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 114 287 | 2,03 | 32 606 | 13,25 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 20 149 | 72,26 | 5 749 | 91,22 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 734 | 210 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 885 | 6,69 | 823 | 18,42 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 15 740 | 15,98 | 4 491 | 28,73 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 587 | 10,41 | 1 879 | 22,57 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 11 758 | 15,16 | 3 365 | 28,20 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 14 326 | 4,25 | 4 077 | 16,13 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 39 247 | 0,27 | 11 197 | 11,30 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 32 426 | 0,02 | 9 251 | 11,03 | ||||
| 2025-07-14 | 13F | Strategic Planning, Inc. | 1 062 | 273 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 6 615 | 9,79 | 1 887 | 16,19 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 720 | 205 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 2 250 | 2,27 | 642 | 13,45 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 4 532 | 27,37 | 1 293 | 41,36 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 757 | 216 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 9 889 | 74,19 | 2 821 | 93,35 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 114 302 | 10,35 | 32 610 | 22,48 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 61 410 | 1,53 | 17 520 | 12,71 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4 495 | 31,47 | 1 282 | 46,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Clarius Group, LLC | 23 071 | 13,94 | 6 582 | 26,48 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 1 101 | 314 | ||||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 1 074 | 306 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 246 168 | 0,00 | 70 231 | 11,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 492 | 19,79 | 1 282 | 33,02 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 133 457 | 1,83 | 38 075 | 13,04 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 199 | 0,18 | 565 | −4,56 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 3 449 | 0,32 | 988 | 11,78 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 11 159 | 3,30 | 3 184 | 14,66 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 471 739 | 10,90 | 134 587 | 23,10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23 423 | 37,11 | 6 683 | 52,21 | ||||
| 2025-08-14 | 13F | Norinchukin Bank, The | 300 000 | 85 590 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 4 962 | 1 416 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 366 165 | 7,90 | 104 467 | 19,77 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 54 786 | 1,12 | 15 630 | 12,24 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 746 | 213 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 12 | 3 | ||||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 12 998 | 27,42 | 4 | 50,00 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 27 595 | 1 049,31 | 7 873 | 1 175,85 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 21 109 | 15,49 | 6 022 | 28,21 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 238 | 0 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 1 555 | 86,00 | 458 | 112,56 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 745 | 213 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 789 095 | 0,93 | 225 129 | 12,03 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 17 184 | 1,03 | 4 417 | −3,73 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 35 192 | 307,08 | 10 040 | 351,85 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 750 | 214 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 392 | 3,70 | 1 867 | 17,80 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 934 | 266 | ||||||
| 2025-07-03 | 13F | First Hawaiian Bank | 60 079 | 0,58 | 17 141 | 11,64 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5 434 | 20,17 | 1 550 | 33,39 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1 457 | 18,07 | 427 | 34,38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 532 | 20,87 | 2 434 | 34,18 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2 937 | 838 | ||||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 61 515 | 17 550 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 5 177 | 9,96 | 1 477 | 21,98 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 56 172 | 7,50 | 16 026 | 19,32 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 13 009 | 184,60 | 3 711 | 216,10 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 11 035 | 4,96 | 3 148 | 17,99 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 718 552 | 0,57 | 205 003 | 11,63 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5 533 | 14,98 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 2 469 | 124,25 | 704 | 149,65 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 49 | 14 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 6 541 | 20,62 | 1 872 | 25,23 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 1 123 039 | 4,42 | 320 403 | 15,91 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 238 093 | 1,08 | 67 928 | 12,19 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 54 | 15 | ||||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 209 344 | 10,44 | 59 726 | 22,59 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 091 | 246,52 | 882 | 284,72 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 1 930 | 551 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 222 243 | 6,70 | 63 124 | 18,42 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 1 271 | 1,19 | 327 | −3,55 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 844 | 174,92 | 241 | 207,69 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 157 | 41,35 | 615 | 56,89 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 71 211 | 3,78 | 20 317 | 15,20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 728 | 1,44 | 1 063 | 12,61 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 5 350 | 58,00 | 1 526 | 75,40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 320 589 | 16,99 | 91 464 | 29,86 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2 937 | 838 | ||||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 5 232 | 4,06 | 1 493 | 15,48 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 25 858 | 255,39 | 7 377 | 283,82 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 3 304 | 0,85 | 943 | 12,00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 102 | 29 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 931 | 12,14 | 551 | 24,66 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3 594 803 | 3,30 | 1 025 597 | 14,66 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 88 232 | 12,26 | 25 173 | 24,61 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1 428 | 2,81 | 407 | 14,33 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 43 | 12 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 45 338 | 32,64 | 13 | 50,00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 986 | 281 | ||||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 6 642 | 5,56 | 1 895 | 17,13 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 8 852 | 0,71 | 2 525 | 11,78 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 7 674 | 182,13 | 2 190 | 213,16 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 161 911 | 6,62 | 46 193 | 18,34 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 9 154 | 0,62 | 2 619 | 12,02 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 13 552 | 3 866 | ||||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 849 | 0,12 | 242 | 6,14 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 3 753 | 965 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 72 719 | 0,29 | 20 747 | 11,32 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 46 663 | 1,59 | 13 313 | 12,76 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 685 315 | 17,70 | 195 027 | 31,11 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 6 155 | 1 756 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 76 277 | 30,93 | 19 390 | 23,40 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 1 571 | 1,42 | 0 | |||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 3 791 | 0,37 | 1 082 | 11,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 828 371 | 3,76 | 806 935 | 15,17 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 3 854 | 5,16 | 1 100 | 16,67 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 162 | 33,31 | 902 | 48,11 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 53 310 | 2,80 | 15 209 | 14,10 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 470 837 | 11,48 | 134 330 | 23,74 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3 631 | 130,10 | 1 067 | 166,75 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 1 575 | 28,57 | 451 | 43,31 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 17 014 | 0,50 | 4 854 | 11,56 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 6 250 | 11,09 | 1 783 | 23,31 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 940 | 9,68 | 268 | 21,82 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 10 310 | 0,20 | 2 941 | 11,23 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 662 | 474 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 230 728 | 3,68 | 65 827 | 15,08 | ||||
| 2025-07-15 | 13F | Maseco Llp | 4 889 | 1 395 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 6 452 | 10,59 | 1 841 | 22,75 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 70 244 | 4,62 | 20 041 | 16,13 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 156 400 | 44 621 | ||||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Core ETF | 791 | 16,67 | 202 | 6,91 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 100 | 30 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 26 574 | 0,85 | 7 582 | 11,95 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5 165 | 14,47 | 1 473 | 27,09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 643 | 469 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2 257 123 | 1,45 | 643 957 | 12,61 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 5 663 | 17,13 | 1 614 | 29,43 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 2 969 | 847 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4 580 | 1 311 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 732 | 209 | ||||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 5 966 | 3,11 | 1 702 | 14,46 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 94 910 | 13,60 | 27 078 | 26,09 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 1 148 | 7,19 | 328 | 18,91 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 710 | 203 | ||||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 298 605 | 1,32 | 85 197 | 12,47 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 166 188 | 11,53 | 47 413 | 23,80 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 80 | 23 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7 399 | 1,62 | 2 111 | 12,77 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4 777 | 3,51 | 1 363 | 14,84 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 053 | 1,76 | 2 012 | 12,97 | ||||
| 2025-08-12 | 13F | Atalanta Sosnoff Capital, Llc | 2 058 | 40,57 | 587 | 56,12 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 162 951 | 4,31 | 46 490 | 15,78 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 490 | 140 | ||||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 275 | 78 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 39 297 | 4,09 | 11 211 | 15,53 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 3 800 | 1 084 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 4 991 | 8,67 | 1 424 | 20,68 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 1 943 | 14,23 | 554 | 26,77 |
