Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF inkluderar Westerkirk Capital Inc., Kingstone Capital Partners Texas, LLC, IRGPX - Voya Retirement Growth Portfolio Class ADV, TLT Family Holdco ULC, IRMGX - Voya Retirement Moderate Growth Portfolio Class ADV, Midwest Trust Co, IRMPX - Voya Retirement Moderate Portfolio Class ADV, TBFG - The Brinsmere Fund - Growth ETF, Tribridge Partners Financial LLC, Continuum Wealth Advisors, Llc, Gladwyn Financial Advisors, Inc., rebel Financial LLC, Retirement Guys Formula Llc, IRCAX - Voya Retirement Conservative Portfolio Class ADV, Compass Wealth Management, LLC/GA, Wealth Advisory Team LLC, Blueprint Financial Advisors LLC, Worth Asset Management, LLC, GKV Capital Management Co., Inc., och Gamco Investors, Inc. Et Al .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 376 351 | 153,52 | 18 614 | 177,08 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 29 224 | 2,32 | 1 451 | 21,22 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 83 | 4 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 4 185 | 207 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 680 576 | 4,91 | 83 121 | 14,64 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 29 936 | 260 | ||||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 309 493 | 2,40 | 15 308 | 11,90 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 663 734 | 8,58 | 32 828 | 18,65 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 448 601 | 6,28 | 22 188 | 16,13 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 2 889 057 | 0,48 | 142 893 | 9,80 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2 907 | 42,71 | 144 | 57,14 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 95 551 | 9,22 | 4 726 | 19,35 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 64 646 | 5,42 | 3 197 | 15,21 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 29 288 | 1 449 | ||||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 9 399 | 1,13 | 465 | 10,48 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 805 610 | 9,41 | 39 845 | 19,56 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 207 057 | 3,09 | 10 241 | 12,66 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 179 803 | 2,23 | 8 893 | 11,72 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 61 562 | 443,74 | 3 045 | 494,53 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 282 212 | 0,43 | 13 958 | 9,75 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 10 530 | 11,71 | 521 | 22,07 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 37 774 | 0,49 | 1 868 | 9,82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 286 766 | 19,13 | 14 183 | 30,18 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 34 761 | 0,28 | 1 719 | 9,63 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 10 558 | 0,19 | 522 | 9,66 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 411 319 | 329,48 | 20 344 | 369,38 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1 128 365 | 3 104,22 | 55 809 | 3 403,33 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 28 901 | 0,08 | 1 429 | 9,33 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 107 616 | 1,63 | 5 323 | 11,06 | ||||
| 2025-08-12 | 13F | Ensign Peak Advisors, Inc | 86 918 | 4 299 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 652 895 | 2,75 | 32 292 | 12,29 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 75 768 | 3 747 | ||||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 1 310 716 | 46,17 | 64 828 | −12,55 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 113 707 | 3,56 | 5 624 | 13,16 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 112 776 | 0,96 | 5 578 | 10,33 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2 697 697 | 6,78 | 133 428 | 16,69 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 10 163 | 4,21 | 503 | 13,83 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 59 970 | 8,14 | 2 966 | 18,21 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 973 | 92,68 | 0 | |||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 9 280 | 459 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 35 781 | 12,61 | 1 770 | 23,02 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 316 007 | 3,79 | 15 630 | 13,43 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 4 378 | 4,44 | 216 | 14,29 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3 910 | 13,66 | 193 | 24,52 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 122 050 | 0,39 | 6 037 | 9,71 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 4 669 | 2,62 | 231 | 12,20 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 14 680 | 50,06 | 726 | 64,25 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 162 688 | 4,64 | 8 047 | 14,35 | ||||
| 2025-07-28 | 13F | Essex LLC | 18 886 | 20,48 | 934 | 31,73 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 564 719 | 0,61 | 27 931 | 9,95 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 43 167 | 12,23 | 2 135 | 22,70 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 17 541 | 58,11 | 868 | 72,71 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 179 429 | 53,68 | 8 875 | 67,94 | ||||
| 2025-08-26 | NP | IRGPX - Voya Retirement Growth Portfolio Class ADV | 708 749 | 35 055 | ||||||
| 2025-08-05 | 13F | Lincoln National Corp | 2 144 527 | 8,60 | 106 068 | 18,68 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 984 182 | 21,76 | 48 678 | 33,06 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 895 | 3,73 | 242 | 13,62 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 26 345 | 0,22 | 1 329 | 11,69 | ||||
| 2025-07-23 | NP | VTUFX - Voya Target Retirement 2065 Fund Class R6 | 18 417 | 7,31 | 866 | 12,78 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 47 | 6,82 | 2 | 100,00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 270 | 18 042,86 | 63 | −57,24 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 6 577 | 0,31 | 325 | 9,80 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 281 483 | 0,67 | 13 901 | 11,41 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 894 697 | 1,05 | 44 252 | 10,43 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 10 488 | 519 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 110 193 | 0,25 | 153 830 | 9,55 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 52 478 | 5,87 | 2 596 | 15,69 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 157 066 | 179,36 | 7 769 | 205,35 | ||||
| 2025-08-06 | 13F | Smh Capital Advisors Inc | 7 736 | 0,06 | 383 | 9,46 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6 493 | 23,04 | 321 | 34,87 | ||||
| 2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 120 082 | 45,15 | 5 939 | 58,63 | ||||
| 2025-08-14 | 13F | Jasper Ridge Partners, L.P. | 6 256 903 | 85,90 | 309 466 | 103,15 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 41 350 | 157,63 | 2 045 | 181,68 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 348 337 | 13,65 | 17 229 | 24,19 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 6 900 | 341 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 23 644 | 10,95 | 1 169 | 21,27 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 29 392 | 8,87 | 1 454 | 19,00 | ||||
| 2025-08-26 | NP | IRCAX - Voya Retirement Conservative Portfolio Class ADV | 103 400 | 5 114 | ||||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 6 475 | 0,06 | 320 | 14,29 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 142 888 | 1,22 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3 768 561 | 20,93 | 186 393 | 32,15 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 19 222 | 39,68 | 951 | 52,73 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 4 693 | 0,30 | 232 | 9,95 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 755 400 | 424,26 | 37 362 | 472,95 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4 951 | 250 | ||||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 665 236 | 2,08 | 32 903 | 11,55 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 156 263 | 1 112,09 | 7 729 | 1 225,56 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 32 481 | 7,79 | 1 607 | 17,83 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 14 378 | 38,90 | 711 | 51,92 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 352 | 17 | ||||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 39 881 | 51,17 | 1 973 | 65,30 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 086 225 | 3,61 | 103 185 | 13,23 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 822 | 41 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 195 957 | 3,29 | 9 692 | 12,88 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 112 340 | 3,02 | 5 556 | 12,58 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 786 | 269,01 | 39 | 322,22 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 6 754 | 2,33 | 334 | 12,08 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 14 899 | 25,49 | 737 | 37,06 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 35 203 | 36,11 | 1 741 | 48,80 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 570 | 28 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 17 260 | 0,66 | 854 | 9,92 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 40 898 | 5,22 | 2 023 | 14,95 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 91 782 | 1,03 | 4 540 | 10,41 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 18 027 | 1 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 66 215 | 33,93 | 3 | 50,00 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 531 | 50,42 | 26 | 73,33 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 49 784 | 2,60 | 2 462 | 12,11 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 30 736 | 8,43 | 1 520 | 18,56 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 182 524 | 6,27 | 9 028 | 16,13 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 142 610 | 4,14 | 7 054 | 13,79 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 262 298 | 0,65 | 12 973 | 9,99 | ||||
| 2025-08-29 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 97 445 | 256,47 | 4 820 | 289,57 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 159 049 | 9,15 | 7 867 | 19,27 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 22 916 | 1,87 | 1 133 | 11,30 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 15 238 | 18,36 | 754 | 29,38 | ||||
| 2025-05-06 | 13F | Poplar Forest Capital LLC | 7 589 | 343 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 17 607 | 75,96 | 871 | 92,48 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 4 518 | 223 | ||||||
| 2025-08-08 | 13F | Hudock, Inc. | 610 640 | 7,69 | 30 202 | 17,68 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 36 877 | 29,20 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 21 030 | 1,90 | 1 040 | 11,35 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 24 973 | 1,33 | 1 235 | 10,76 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 67 695 | 1,90 | 3 348 | 11,38 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 147 307 | 2,69 | 7 286 | 12,22 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 29 336 | 2,87 | 1 451 | 12,40 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 300 | 15 | ||||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 115 407 | 3,17 | 5 708 | 12,76 | ||||
| 2025-08-05 | 13F | South Dakota Investment Council | 14 033 302 | 0,05 | 694 | 9,46 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 49 349 | 7,92 | 2 441 | 17,93 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 763 | 0,07 | 137 | 9,68 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 17 839 | 882 | ||||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 447 742 | 10,60 | 22 145 | 20,86 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 61 | 3 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 406 384 | 138,88 | 20 100 | 161,06 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 15 384 | 2,30 | 761 | 11,76 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 658 374 | 3,56 | 82 023 | 13,17 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 5 308 | 16,84 | 263 | 27,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 353 944 | 3,19 | 17 506 | 12,77 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 13 359 | 5,09 | 661 | 14,78 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 34 281 | 12,06 | 1 696 | 22,47 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 116 448 | 38,48 | 5 760 | 55,52 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 8 601 | 1,21 | 425 | 10,68 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 132 650 | 6,64 | 6 561 | 16,54 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 204 282 | 10 104 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 782 342 | 1,36 | 39 | 11,76 | ||||
| 2025-07-18 | 13F | Community Bank & Trust, Waco, Texas | 4 707 | 5,61 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 788 923 | 6,45 | 138 | 16,10 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 351 683 | 0,70 | 17 394 | 10,05 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 19 531 | 0,77 | 966 | 10,15 | ||||
| 2025-08-14 | 13F | Obsido Oy | 161 334 | 1,66 | 7 980 | 11,10 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 195 806 | 6,56 | 10 | 12,50 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 331 984 | 2,56 | 16 420 | 12,08 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 47 800 | 723,85 | 2 364 | 834,39 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 343 821 | 14,28 | 17 005 | 24,89 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 104 743 | 0,25 | 5 181 | 9,56 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 8 375 | 84,84 | 414 | 101,95 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 489 832 | 9,70 | 24 227 | 19,89 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8 291 | 410 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 76 030 | 11,17 | 3 761 | 21,49 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 60 112 | 4,06 | 2 973 | 19,16 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 49 757 | 2,72 | 2 339 | 11,49 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 288 458 | 0,16 | 14 267 | 9,46 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 395 006 | 7,71 | 19 537 | 21,74 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 21 206 | 0,23 | 1 049 | 9,51 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 11 573 | 2,62 | 572 | 15,32 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 177 864 | 0,33 | 8 797 | 9,65 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 585 136 | 11,22 | 28 941 | 21,54 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 949 158 | 24,09 | 46 945 | 35,60 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1 523 830 | 75 369 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 124 879 | 19,88 | 6 177 | 31,01 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 778 | 14,86 | 88 | 26,09 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 98 952 | 0,19 | 4 894 | 9,51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13 246 257 | 104,64 | 650 661 | 122,09 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 4 345 | 13,77 | 215 | 24,42 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 51 204 | 2 533 | ||||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 26 405 | 0,11 | 1 306 | 9,39 | ||||
| 2025-08-12 | 13F | Ade, Llc | 10 551 | 0,75 | 522 | 10,15 | ||||
| 2025-07-21 | 13F | Stash Investments, LLC | 277 032 | 3,95 | 13 702 | 13,61 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 31 517 | 1 559 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 108 791 | 0,17 | 5 381 | 9,46 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 51 315 | 4,51 | 2 538 | 14,22 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 88 398 | 8,77 | 4 372 | 28,82 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 8 633 | 427 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 15 594 | 57,39 | 1 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6 895 | 4,84 | 341 | 14,81 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 6 871 | 0,56 | 340 | 9,71 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 32 891 | 0,15 | 1 627 | 9,42 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 34 401 | 2,66 | 1 701 | 12,20 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 13 940 | 27,84 | 689 | 39,76 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 18 833 | 5,02 | 931 | 14,80 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 16 526 | 2,72 | 817 | 12,23 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 6 615 | 0,44 | 327 | 9,73 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 12 517 | 0,23 | 619 | 9,56 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 189 500 | 3,27 | 9 | 12,50 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 972 070 | 8,33 | 48 079 | 18,38 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 6 351 | 0,02 | 314 | 9,41 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 702 638 | 5,64 | 31 801 | 8,57 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 37 564 | 96,81 | 1 858 | 115,18 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 5 846 | 0,81 | 289 | 10,31 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 12 485 | 16,57 | 618 | 27,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9 444 710 | 13,68 | 466 816 | 24,41 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 4 152 | 205 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 189 716 | 12,74 | 9 383 | 23,20 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 154 | 17,56 | 8 | 40,00 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 70 981 | 373,11 | 3 511 | 416,94 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 27 516 | 35,29 | 1 | |||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 373 034 | 21,92 | 16 563 | 16,23 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 16 005 | 4,48 | 792 | 14,14 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 185 200 | 1,19 | 9 160 | 8,79 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 63 085 | 0,15 | 3 120 | 9,47 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 272 319 | 117,24 | 13 469 | 137,15 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 6 997 | 0,11 | 346 | 9,49 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 8 482 | 0,35 | 420 | 9,69 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 7 285 | 8,81 | 360 | 18,81 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 28 707 | 23,38 | 1 420 | 34,76 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 21 892 | 1,87 | 1 | |||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 4 257 | 211 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 17 368 | 3,65 | 859 | 13,32 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 498 530 | 29,64 | 24 657 | 41,67 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 32 696 | 4,84 | 1 617 | 14,60 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 5 630 | 278 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 4 582 | 227 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 12 906 | 21,46 | 638 | 32,92 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 140 773 | 47,25 | 6 963 | 60,93 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 41 014 | 3,48 | 2 029 | 13,11 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 52 375 | 13,56 | 2 595 | 28,15 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 46 651 | 2,94 | 2 317 | 12,92 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 11 054 | 22,33 | 547 | 33,82 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 15 539 | 1,96 | 769 | 11,47 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 11 983 | 19,00 | 593 | 30,11 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 23 631 | 0,25 | 1 169 | 9,57 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 51 237 | 11,84 | 2 534 | 22,24 | ||||
| 2025-07-16 | 13F | First American Bank | 22 364 | 1,34 | 1 106 | 10,82 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 725 631 | 1,79 | 35 890 | 11,23 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5 256 | 260 | ||||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 192 722 | 2,86 | 9 532 | 12,41 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1 415 | 0,21 | 70 | 9,52 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 198 358 | 42,32 | 10 158 | 61,43 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 4 727 | 0,02 | 234 | 9,39 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 54 879 | 2 714 | ||||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 60 512 | 5,22 | 2 993 | 14,99 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 26 606 | 0,29 | 1 204 | 3,08 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 9 597 | 0,08 | 475 | 9,47 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1 029 957 | 19,25 | 46 616 | 22,55 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 10 646 | 1,63 | 527 | 10,97 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1 033 | 10,96 | 51 | 21,43 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 3 169 | 16,72 | 157 | 27,87 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 86 774 | 2,09 | 4 292 | 11,57 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 7 924 | 0,66 | 392 | 9,83 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 215 448 | 0,72 | 10 656 | 10,06 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 703 | 23 333,33 | 35 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 280 746 | 14 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 133 446 | 7,28 | 6 601 | 17,25 | ||||
| 2025-07-17 | 13F | City Holding Co | 36 354 | 4,90 | 1 798 | 14,60 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 306 | 35,40 | 15 | 50,00 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 13 581 | 9,24 | 672 | 19,40 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 10 040 | 19,79 | 497 | 30,87 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 31 550 | 4,96 | 1 560 | 14,71 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 105 496 | 1,16 | 5 218 | 10,55 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3 043 986 | 47,88 | 151 590 | 57,33 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 5 334 | 11,36 | 264 | 21,76 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 48 637 | 3 886,64 | 2 406 | 4 272,73 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 3 359 722 | 183,15 | 165 937 | 208,64 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 691 596 | 5 026,73 | 34 206 | 5 507,54 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 61 548 | 0,02 | 3 044 | 9,30 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7 672 | 13,52 | 379 | 24,26 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 310 699 | 5,61 | 15 367 | 15,41 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 197 919 | 9 789 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 28 687 | 0,27 | 1 419 | 4,80 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 42 193 | 21,58 | 2 087 | 32,87 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 107 470 | 5 315 | ||||||
| 2025-07-21 | 13F | Quent Capital, LLC | 11 425 | 5,65 | 565 | 15,54 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 121 727 | 16,88 | 6 021 | 27,73 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 87 030 | 1,74 | 4 304 | 12,49 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 6 373 | 1,35 | 315 | 10,92 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 8 547 | 0,18 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 515 193 | 0,18 | 25 481 | 9,47 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 35 631 | 2 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 1 223 172 | 0,95 | 60 498 | 10,32 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 422 246 | 13,25 | 20 884 | 23,76 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 403 180 | 8,71 | 168 223 | 18,68 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 190 318 | 2,25 | 9 413 | 11,74 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 478 395 | 13,41 | 23 661 | 23,93 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 57 963 | 6,26 | 2 867 | 16,13 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 373 980 | 8,53 | 67 916 | 26,25 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 650 556 | 3,26 | 29 444 | 6,12 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 25 642 | 5,29 | 1 268 | 15,06 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 15 125 | 2,31 | 748 | 11,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 011 662 | 7,27 | 791 937 | 17,23 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 10 274 | 4,47 | 1 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 157 027 | 23,06 | 7 767 | 34,48 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 5 950 | 3,10 | 294 | 12,64 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 279 522 | 1,00 | 13 825 | 10,37 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 4 424 | 219 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 9 469 | 0,03 | 468 | 9,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 170 708 | 6,06 | 156 823 | 15,91 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 178 435 | 26,44 | 8 826 | 38,17 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 11 090 | 1 | ||||||
| 2025-07-09 | 13F | Berkshire Bank | 4 173 | 206 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 40 138 | 1 985 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 45 711 | 4,21 | 2 261 | 13,85 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 24 783 | 9,10 | 1 226 | 19,16 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 615 920 | 1,97 | 30 463 | 11,43 | ||||
| 2025-07-29 | NP | JHODX - 2070 Lifetime Blend Portfolio Class R6 | 106 | 5 | ||||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 4 634 | 229 | ||||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 104 514 | 8,46 | 5 169 | 18,53 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 14 977 | 9,32 | 741 | 19,35 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 442 935 | 0,09 | 21 908 | 9,38 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 194 | 0,52 | 10 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 72 341 | 6,39 | 3 578 | 16,25 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 2 499 183 | 3,03 | 123 610 | 12,60 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 211 172 | 101,07 | 10 445 | 119,73 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 20 971 | 100,10 | 993 | 109,49 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 8 155 | 403 | ||||||
| 2025-07-29 | NP | JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 | 72 663 | 7,05 | 3 415 | 12,48 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 68 549 | 7,90 | 3 390 | 17,91 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 089 517 | 5,95 | 53 888 | 15,78 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 11 684 | 1,30 | 529 | 4,14 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 62 813 | 0,19 | 3 107 | 9,52 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 81 960 | 7,73 | 4 054 | 17,72 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 133 676 | 1,54 | 6 612 | 10,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 42 922 654 | 0,49 | 2 122 954 | 9,82 | ||||
| 2025-05-12 | 13F | Ccm Investment Group, Llc | 1 263 963 | 4,13 | 57 270 | 6,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 778 900 | 17,30 | 38 524 | 28,19 | |||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 93 272 | 49,57 | 4 613 | 56,43 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 76 | 7 500,00 | 4 | |||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 311 047 | 14,24 | 15 384 | 24,85 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 95 804 | 13,83 | 4 738 | 24,39 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 33 357 | 54,36 | 1 657 | 80,39 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 35 740 | 7,44 | 1 768 | 17,41 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 227 485 | 23,01 | 11 251 | 34,42 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 471 266 | 4,56 | 23 309 | 14,26 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 195 709 | 35,81 | 9 680 | 48,41 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 64 372 | 2,21 | 3 184 | 11,68 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 16 609 | 0,03 | 821 | 9,32 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 175 235 | 13,55 | 8 667 | 24,10 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 80 049 | 14,04 | 3 959 | 24,65 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 24 745 | 75,41 | 1 224 | 81,45 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 108 815 | 5 373 | ||||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 21 313 | 4,92 | 1 054 | 14,69 | ||||
| 2025-08-12 | 13F | Main Management LLC | 51 904 | 5,32 | 3 | 0,00 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 87 140 | 100,00 | 4 096 | 110,22 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 141 150 | 14,16 | 6 981 | 24,75 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 218 172 | 23,61 | 9 874 | 27,05 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 194 884 | 1,26 | 9 639 | 10,65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 28 784 | 5,25 | 1 | 0,00 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 40 492 | 0,90 | 2 003 | 10,24 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 198 599 | 5,12 | 9 862 | 15,35 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 19 966 | 4,29 | 988 | 13,97 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 13 426 | 5,01 | 664 | 14,88 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 173 150 | 10,81 | 8 564 | 21,08 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3 623 | 0,69 | 179 | 10,49 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 10 182 | 29,76 | 504 | 41,69 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 218 076 | 2,14 | 10 786 | 11,62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 572 342 | 5,25 | 28 308 | 15,02 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 285 917 | 3,55 | 14 141 | 13,16 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9 113 | 28,50 | 451 | 40,19 | ||||
| 2025-08-13 | 13F | ESG Planning | 24 141 | 1 194 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 17 770 | 4,99 | 879 | 14,62 | ||||
| 2025-07-31 | 13F | Mcdaniel Terry & Co | 4 078 | 202 | ||||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1 405 525 | 6,93 | 69 517 | 16,85 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 908 275 | 18,96 | 44 923 | 30,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 124 525 | 0,50 | 6 159 | 9,84 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 250 151 | 4,91 | 12 810 | 19,00 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 82 827 | 4 097 | ||||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 8 842 | 51,35 | 437 | 65,53 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 69 195 | 0,93 | 3 422 | 10,32 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 10 620 | 1,02 | 525 | 10,53 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 48 020 | 37,91 | 2 375 | 47,88 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 771 | 14,73 | 38 | 26,67 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 109 125 | 1,11 | 54 846 | 10,49 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 428 340 | 10,25 | 21 186 | 20,48 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 14 343 | 17,54 | 709 | 28,44 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 208 157 | 4,09 | 10 295 | 13,76 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 78 646 | 10,38 | 3 890 | 20,63 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 4 755 | 235 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 42 728 | 5,26 | 2 113 | 15,02 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 21 948 | 1 086 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 6 600 | 21,41 | 326 | 32,52 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 48 685 | 2 408 | ||||||
| 2025-07-11 | 13F | WealthBridge Investment Counsel Inc. | 118 450 | 5,93 | 6 | 0,00 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 324 224 | 2,32 | 16 036 | 11,82 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 447 399 | 0,00 | 22 128 | 9,28 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 126 800 | 6 272 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 38 807 | 0,76 | 1 919 | 10,10 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 516 560 | 4,13 | 25 549 | 13,80 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 8 210 | 1,91 | 406 | 11,54 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 74 185 538 | 4,50 | 3 669 217 | 14,20 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 465 603 | 3,30 | 23 | 15,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1 045 607 | 1,52 | 51 716 | 10,94 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 25 136 | 205,57 | 1 243 | 234,14 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 11 131 | 10,72 | 551 | 20,88 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 86 965 | 45,61 | 4 301 | 59,12 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 14 385 | 711 | ||||||
| 2025-07-09 | 13F | Sarasin & Partners LLP | 86 531 | 46,78 | 4 280 | 60,38 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 64 570 | 603,45 | 3 194 | 669,40 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 49 226 | 9,88 | 2 435 | 20,08 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 9 615 | 4,47 | 476 | 14,18 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 77 957 | 0,37 | 3 856 | 9,67 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 19 301 | 8,70 | 955 | 18,80 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 137 689 | 287,71 | 6 810 | 323,77 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 267 242 | 2,13 | 13 218 | 11,61 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 47 273 | 116,78 | 2 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 498 076 | 52,72 | 24 635 | 71,52 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 617 | 26,43 | 31 | 36,36 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 721 073 | 0,92 | 35 664 | 10,29 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 9 628 | 7,93 | 476 | 18,11 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 516 | 12,32 | 124 | 22,77 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 10 078 | 0,44 | 498 | 9,69 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 19 822 | 9,01 | 980 | 19,22 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 399 412 | 29,78 | 19 755 | 41,82 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 63 114 | 2,41 | 3 122 | 11,90 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 44 710 | 1,98 | 2 211 | 11,44 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 68 574 | 0,96 | 3 392 | 10,31 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 5 142 | 7,33 | 254 | 17,59 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 101 658 | 183,20 | 5 028 | 209,61 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 78 065 | 4,11 | 3 861 | 13,79 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 59 559 | 0,26 | 2 946 | 9,56 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 128 038 | 6 333 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 261 800 | 27,58 | 12 949 | 39,42 | |||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 20 231 | 1 001 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 400 | 28,21 | 69 | 40,82 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 132 356 | 4,09 | 6 546 | 13,74 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 27 538 | 1 362 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 447 | 22 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 706 750 | 3,41 | 34 956 | 13,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17 096 842 | 8,92 | 855 184 | 20,37 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 10 091 | 6,10 | 499 | 16,05 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 145 912 | 16,09 | 7 217 | 26,86 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 90 894 | 4 496 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 53 300 | 2 636 | ||||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 4 140 | 205 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 6 621 | 1,67 | 327 | 11,22 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8 056 | 3,60 | 398 | 16,37 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 1 213 332 | 2,69 | 60 011 | 12,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 15 | 1 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 180 | 100,00 | 9 | 100,00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 8 169 | 43,92 | 404 | 59,68 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 36 037 | 12,15 | 1 782 | 22,56 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 151 514 | 0,81 | 7 494 | 10,16 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 61 831 | 34,76 | 3 058 | 47,30 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 157 346 | 69,04 | 7 782 | 84,76 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 877 | 114,51 | 93 | 135,90 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 488 608 | 8,74 | 24 167 | 18,83 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 10 262 | 6,44 | 508 | 16,28 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 160 616 | 1,16 | 7 944 | 10,55 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3 036 | 9,56 | 150 | 20,00 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 628 | 0,06 | 81 | 9,59 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 27 771 | 116,08 | 1 374 | 136,32 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 20 679 | 0,14 | 1 023 | 9,42 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 019 284 | 232,41 | 50 414 | 263,26 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 234 934 | 7,49 | 11 620 | 17,46 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 1 395 | 210 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 99 602 | 2,74 | 4 926 | 12,29 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 221 569 | 1,86 | 10 959 | 11,31 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 421 259 | 17,92 | 20 835 | 28,87 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 26 042 | 0,65 | 1 288 | 9,99 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 39 | 2 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 44 560 | 9,40 | 2 203 | 19,53 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 6 018 | 18,19 | 298 | 31,42 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 938 667 | 9,72 | 293 726 | 19,90 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 170 108 | 38,89 | 8 414 | 51,78 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 12 665 | 42,14 | 626 | 68,28 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 53 916 | 1,76 | 2 667 | 11,22 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 40 902 | 10,92 | 2 028 | 30,59 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 602 | 21,13 | 30 | 31,82 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 292 825 | 7,12 | 14 483 | 17,07 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 4 586 | 227 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23 340 | 8,28 | 1 154 | 18,36 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 606 | 46,00 | 79 | 61,22 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 56 699 | 0,16 | 2 838 | 10,77 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 10 300 | 509 | |||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 713 188 | 11,45 | 32 315 | 4,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 112 824 327 | 3,48 | 5 580 291 | 13,08 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 12 977 | 642 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 11 946 | 0,11 | 591 | 6,31 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 27 008 | 11,66 | 1 336 | 22,03 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 12 754 | 0,35 | 631 | 9,57 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 10 357 | 2,47 | 469 | 5,17 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 100 | 5 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 6 923 | 1,15 | 342 | 10,68 | ||||
| 2025-08-29 | NP | GLRBX - James Balanced: Golden Rainbow Fund Retail Class | 27 506 | 1 360 | ||||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 40 510 | 1 833 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 7 100 | 17,63 | 351 | 28,57 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 90 310 | 0,46 | 4 466 | 9,78 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 57 422 | 2,17 | 2 840 | 11,68 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 15 312 | 40,19 | 763 | 75,17 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4 751 | 235 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 58 466 | 2 892 | ||||||
| 2025-08-13 | 13F | Boston Family Office Llc | 10 817 | 2,15 | 1 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 56 707 | 68,89 | 2 805 | 84,60 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 113 749 | 5 626 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 6 672 | 0,17 | 330 | 9,63 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 522 | 13,97 | 26 | 25,00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 8 181 | 12,89 | 405 | 23,55 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 112 512 | 9,30 | 252 865 | 19,44 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 183 091 | 2,54 | 9 056 | 12,05 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 52 981 | 2,22 | 2 620 | 11,73 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 110 937 | 13,47 | 5 487 | 24,01 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 6 863 | 339 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 20 372 | 6,62 | 1 028 | 19,84 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 47 898 | 0,68 | 2 369 | 10,03 | ||||
| 2025-05-14 | 13F/A | Miramar Fiduciary Corp | 649 | 25 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 57 975 | 4,83 | 2 867 | 14,54 | ||||
| 2025-07-16 | 13F | American National Bank | 22 635 | 45,42 | 1 120 | 58,95 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 7 067 | 350 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 99 390 | 7,74 | 4 916 | 17,72 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 101 152 | 5 003 | ||||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 39 706 | 5,25 | 1 964 | 15,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 608 181 | 1,41 | 623 601 | 10,82 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 6 149 000 | 24,56 | 304 130 | 36,11 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 195 835 | 0,22 | 9 686 | 15,02 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 387 | 50,58 | 19 | 72,73 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 444 | 32,93 | 22 | 40,00 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 190 680 | 52,54 | 9 431 | 66,71 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 10 379 | 111,26 | 513 | 131,08 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 26 500 | 1 311 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 15 687 | 0,08 | 776 | 9,31 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10 076 | 6,28 | 498 | 16,08 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1 158 | 57 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 107 490 | 44,60 | 5 316 | 58,03 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 35 075 | 1 735 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 7 048 | 5,54 | 349 | 15,23 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 18 522 | 5,35 | 916 | 15,22 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 35 981 | 7,25 | 1 780 | 17,19 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 49 472 | 2,85 | 2 447 | 12,41 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 098 | 104 | ||||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 8 251 | 18,33 | 408 | 29,52 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 11 189 | 17,40 | 553 | 28,31 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 23 461 | 23,89 | 1 160 | 35,36 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 4 155 | 205 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 6 168 | 13,84 | 305 | 24,49 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 1 044 305 | 1,84 | 51 651 | 11,29 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 14 249 | 3,08 | 705 | 12,64 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 108 542 | 5,26 | 5 368 | 15,05 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 9 104 | 1,65 | 450 | 11,11 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 7 862 | 13,81 | 389 | 24,36 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 652 901 | 12,34 | 32 292 | 22,76 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 605 | 30 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 84 983 | 4 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3 426 755 | 6,63 | 169 487 | 16,53 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 14 057 | 3,76 | 695 | 13,38 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 212 941 | 1,66 | 10 530 | 11,09 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 62 620 | 22,59 | 3 095 | 33,92 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 9 996 | 17,81 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 12 752 | 5,83 | 630 | 15,41 | ||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 538 350 | 26 627 | ||||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 171 444 | 6,41 | 8 480 | 16,28 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 68 468 | 0,03 | 3 386 | 9,30 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 396 | 20 | ||||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 258 850 | 80,04 | 12 803 | 96,74 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 567 397 | 41,90 | 77 523 | 55,06 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 64 584 | 6,08 | 3 | 50,00 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 22 605 | 1 118 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 16 636 | 2,65 | 823 | 12,14 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6 026 | 17,70 | 0 | |||||
| 2025-07-14 | 13F | E&G Advisors, LP | 62 741 | 0,05 | 3 102 | 9,30 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 141 736 | 3,05 | 7 010 | 12,61 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 3 620 | 179 | ||||||
| 2025-08-26 | NP | IRMPX - Voya Retirement Moderate Portfolio Class ADV | 259 501 | 12 835 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 228 288 | 56,71 | 11 291 | 71,26 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 58 246 | 2,67 | 2 881 | 12,19 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 28 858 | 429,70 | 1 427 | 480,08 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 106 700 | 0,68 | 5 277 | 10,03 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 113 388 | 4,29 | 5 608 | 13,98 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 3 270 427 | 4,83 | 161 755 | 14,56 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10 722 | 10,71 | 530 | 21,00 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 27 283 | 6,62 | 1 349 | 16,49 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 27 972 | 12,14 | 1 383 | 22,61 | ||||
| 2025-07-29 | 13F | Parthenon Llc | 115 193 | 1,07 | 5 697 | 10,45 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6 116 | 302 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 13 149 | 15,24 | 650 | 25,97 | ||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 159 885 | 7 908 | ||||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 122 187 | 6 043 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 7 119 | 352 | ||||||
| 2025-08-13 | 13F | Wealthquest Corp | 5 064 | 0,92 | 250 | 10,13 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 7 186 | 0,03 | 355 | 9,23 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 7 | 0 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5 453 | 55,14 | 270 | 69,18 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 49 164 716 | 4,23 | 2 431 687 | 13,90 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 650 795 | 0,64 | 32 188 | 9,98 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 1 630 927 | 6,02 | 80 666 | 15,86 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 9 828 | 1,68 | 486 | 11,21 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 14 216 | 0,40 | 703 | 9,84 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 7 041 | 17,02 | 348 | 27,94 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 10 084 | 61,22 | 499 | 75,97 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 18 330 | 0,61 | 907 | 9,95 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 106 066 | 10,77 | 5 246 | 21,07 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 7 536 | 6,14 | 382 | 19,00 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 90 913 | 0,01 | 4 497 | 9,29 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 33 030 | 58,04 | 1 634 | 72,80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 37 996 | 2,03 | 1 947 | 13,67 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 7 135 | 121,10 | 353 | 141,10 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 22 617 | 1 119 | ||||||
| 2025-07-25 | 13F | Parker Financial LLC | 329 155 | 3,12 | 16 281 | 12,68 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 23 439 | 0,02 | 1 159 | 9,34 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 5 681 | 3,65 | 281 | 12,90 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 94 061 | 17,89 | 4 652 | 32,42 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 3 006 437 | 100,44 | 148 698 | 119,04 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 473 251 | 1,78 | 23 407 | 11,23 | ||||
| 2025-07-24 | 13F | Louisbourg Investments Inc. | 62 794 | 5,01 | 3 106 | 14,75 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 33 237 | 8,55 | 1 644 | 18,63 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 147 708 | 4,09 | 7 309 | 13,76 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 52 660 | 7,74 | 2 605 | 17,72 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 941 557 | 1,30 | 46 569 | 10,70 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 64 355 | 0,16 | 3 183 | 9,42 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 326 735 | 1,27 | 16 160 | 10,67 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 8 578 | 380,29 | 424 | 443,59 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 111 643 | 3,09 | 5 522 | 12,65 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 8 317 | 55,55 | 411 | 69,83 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 6 444 | 319 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 415 | 62,11 | 21 | 81,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 965 020 | 1,08 | 48 | 9,30 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 58 477 | 6,82 | 2 892 | 16,75 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 64 583 | 1,84 | 3 194 | 11,29 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 24 285 | 263,06 | 1 201 | 297,68 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 185 162 | 28,74 | 9 158 | 40,70 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 121 493 | 0,48 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 87 584 | 2,05 | 4 332 | 11,51 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 16 989 | 15,45 | 840 | 26,13 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 214 | 208 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 18 453 | 233,21 | 913 | 264,80 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 24 583 | 936,82 | 1 216 | 1 035,51 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 578 | 26 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 30 | 30,43 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 40 193 | 118,35 | 1 988 | 138,54 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 7 294 | 76,70 | 361 | 93,55 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 160 791 | 7,39 | 7 953 | 17,36 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6 523 340 | 2,56 | 322 644 | 12,08 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 11 982 | 0,04 | 593 | 9,23 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 14 849 | 4,03 | 734 | 13,62 | ||||
| 2025-07-09 | 13F | Emprise Bank | 9 958 | 493 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 339 284 | 0,04 | 412 461 | 9,32 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 388 | 0,07 | 69 | 9,68 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 694 413 | 2,31 | 34 346 | 11,80 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 333 059 | 0,48 | 16 | 6,67 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 104 436 | 49,60 | 5 165 | 63,50 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 8 686 | 0,33 | 430 | 9,72 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 135 291 | 2,75 | 6 691 | 12,28 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 091 | 6,20 | 104 | 15,73 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 10 030 | 6,92 | 498 | 15,58 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 494 544 | 0,15 | 24 460 | 9,45 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 103 482 | 2,24 | 5 118 | 25,07 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 16 822 | 0,29 | 832 | 9,62 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4 674 | 1,85 | 231 | 11,59 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 86 900 | 4 298 | ||||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 139 492 | 4,57 | 6 899 | 14,28 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 223 119 | 3,83 | 11 035 | 13,46 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 180 497 | 0,24 | 8 927 | 9,53 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 22 985 | 1,48 | 1 137 | 10,83 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1 464 836 | 3,94 | 72 | 14,29 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 75 149 | 2,10 | 3 717 | 11,56 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 9 125 | 1,72 | 451 | 11,91 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 900 333 | 6,07 | 44 530 | 15,91 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 688 033 | 1,04 | 34 168 | 10,40 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1 374 012 | 4,14 | 67 959 | 13,80 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 658 | 353,79 | 33 | 433,33 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 428 | 21 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 76 159 | 4,42 | 3 767 | 14,09 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 8 | 0 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 4 278 | 212 | ||||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 2 298 708 | 0,71 | 113 838 | 10,20 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 13 688 | 3,36 | 677 | 13,02 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 73 253 | 6,14 | 3 623 | 16,01 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 4 568 | 231 | ||||||
| 2025-08-14 | 13F | Wexford Capital Lp | 209 092 | 10 342 | ||||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 130 597 | 6 459 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 210 982 | 11,37 | 10 | 25,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 333 313 | 12,44 | 16 486 | 22,88 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 15 341 | 484,20 | 759 | 542,37 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 6 815 | 13,30 | 337 | 23,90 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 21 416 | 1,25 | 1 059 | 10,66 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 880 468 | 9,24 | 191 928 | 19,38 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 779 527 | 6,61 | 38 555 | 17,12 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 153 015 | 13,66 | 6 925 | 11 637,29 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 226 793 | 86,62 | 11 217 | 103,95 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 24 126 | 4,94 | 1 193 | 14,71 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13 177 456 | 1,29 | 651 738 | 10,69 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 282 684 | 0,36 | 13 982 | 9,68 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 819 916 | 0,19 | 40 553 | 9,48 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 23 911 | 13,56 | 1 183 | 118 100,00 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 13 232 | 0,28 | 654 | 9,55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 378 | 384,04 | 761 | 431,47 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 101 016 | 382,84 | 4 996 | 428,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 53 700 | 87,76 | 2 656 | 105,26 | |||
| 2025-07-10 | 13F | Wedmont Private Capital | 2 608 070 | 6,09 | 129 386 | 22,11 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 28 145 | 6,26 | 1 392 | 16,19 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 155 208 | 2,00 | 7 672 | 11,01 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 4 095 | 203 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 58 | 3 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 816 | 1,00 | 139 | 10,32 | ||||
| 2025-08-26 | NP | IRMGX - Voya Retirement Moderate Growth Portfolio Class ADV | 479 863 | 23 734 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 898 476 | 38 | ||||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 315 420 | 0,82 | 15 926 | 12,74 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 5 486 | 21,72 | 271 | 32,84 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 141 046 | 2,29 | 6 976 | 11,79 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 13 688 | 44,18 | 677 | 57,81 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 3 764 989 | 17,48 | 186 216 | 28,38 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 44 069 408 | 1,26 | 2 179 673 | 10,66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 271 169 | 12,95 | 13 412 | 23,43 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 580 | 29 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14 391 | 75,09 | 712 | 91,64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 90 300 | 188,50 | 4 466 | 215,40 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 215 382 | 0,97 | 10 653 | 10,33 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 210 864 | 3,41 | 10 429 | 13,01 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 385 194 | 6,71 | 19 040 | 16,55 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 28 021 | 1,13 | 1 386 | 10,45 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 12 139 | 0,01 | 600 | 9,29 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 7 128 | 1,95 | 353 | 11,39 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 63 756 | 0,74 | 3 153 | 10,09 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 45 349 | 1,83 | 2 243 | 11,27 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 653 298 | 21,58 | 32 312 | 32,86 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 2 502 | 2,54 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 483 | 16,67 | 24 | 27,78 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 916 | 36,27 | 95 | 49,21 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 9 895 | 3,66 | 499 | 15,28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 22 300 | 5,69 | 1 103 | 15,51 | |||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 423 | 4,70 | 21 | 11,11 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1 042 507 | 3,20 | 51 562 | 12,77 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 239 480 | 5,35 | 12 | 10,00 | ||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 377 829 | 1 758,11 | 17 097 | 1 795,34 | ||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 35 556 | 7,86 | 1 609 | 9,91 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 4 774 | 236 | ||||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 86 686 | 1,99 | 4 287 | 11,47 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 8 797 | 0,11 | 435 | 9,57 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 267 408 | 1,61 | 13 226 | 11,04 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26 181 | 1 295 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 64 993 | 133,08 | 3 | 200,00 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 36 727 | 1 817 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 708 151 | 14,49 | 84 | 25,37 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 4 171 | 206 | ||||||
| 2025-08-14 | 13F | Seven Mile Advisory | 14 959 | 0,08 | 740 | 9,32 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 8 933 | 34,13 | 442 | 53,66 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 135 761 | 24,70 | 6 715 | 36,27 | ||||
| 2025-07-28 | 13F | Td Asset Management Inc | 712 600 | 6,35 | 35 245 | 16,22 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 179 171 | 0,95 | 8 862 | 10,32 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 9 073 | 36,40 | 449 | 48,84 | ||||
| 2025-08-04 | 13F | Balentine LLC | 11 439 | 1,22 | 566 | 10,57 | ||||
| 2025-07-23 | 13F | Cohen Investment Advisors LLC | 14 954 | 4,13 | 740 | 13,87 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 46 341 | 112,98 | 2 292 | 132,93 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 197 720 | 2,73 | 9 779 | 12,27 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 36 195 | 0,06 | 1 790 | 18,54 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 7 168 | 12,92 | 355 | 23,34 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20 613 | 45,37 | 1 020 | 58,97 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 6 487 | 11,04 | 321 | 21,21 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 19 915 | 4,04 | 985 | 13,63 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 415 | 62,11 | 21 | 81,82 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 131 321 | 5,95 | 6 495 | 15,78 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 304 750 | 4 672,34 | 70 | −97,80 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 280 375 | 3,36 | 13 867 | 12,95 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 6 261 | 310 | ||||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 10 131 | 0,17 | 459 | |||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 181 213 | 1,42 | 8 963 | 10,82 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 3 337 | 8,41 | 165 | 18,71 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 7 477 | 0,42 | 370 | 9,50 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 22 886 | 6,43 | 1 132 | 16,24 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 90 372 | 2,74 | 4 470 | 12,26 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 10 237 | 451 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 2 166 641 | 21,10 | 107 162 | 32,33 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 166 827 | 8,39 | 8 251 | 18,46 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 214 088 | 43,27 | 10 589 | 56,56 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 53 982 | 29,59 | 2 670 | 41,59 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 218 091 | 1,39 | 10 787 | 10,80 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8 182 | 7,57 | 370 | 11,45 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 25 087 | 6,37 | 1 241 | 16,21 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 7 595 | 376 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 33 093 | 9,01 | 1 637 | 19,07 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 277 061 | 307 745,56 | 13 703 | 342 475,00 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 59 557 | 1,65 | 2 946 | 11,09 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 269 164 | 90,97 | 13 313 | 108,68 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 7 541 | 0,28 | 373 | 9,41 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 60 749 | 6,59 | 3 005 | 16,48 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 18 381 | 18,79 | 909 | 29,86 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 16 588 | 0,05 | 820 | 9,33 | ||||
| 2025-08-14 | 13F | RPTC Inc. | 221 235 | 0,21 | 10 942 | 9,51 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 52 062 | 28,53 | 3 | 100,00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 37 369 | 0,01 | 1 848 | 9,28 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 4 570 | 226 | ||||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 514 105 | 2,15 | 25 428 | 11,62 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 14 323 | 6,52 | 708 | 16,45 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 252 600 | 15,50 | 12 494 | 26,22 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 5 716 | 9,84 | 283 | 20,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 194 632 | 12,53 | 9 627 | 22,97 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 134 141 | 0,45 | 6 635 | 9,76 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 2 144 527 | 8,60 | 106 068 | 18,68 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 16 249 | 5,75 | 804 | 15,54 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 17 595 | 0,47 | 1 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 228 | 61 | ||||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 6 190 | 306 | ||||||
| 2025-08-15 | 13F | Orcam Financial Group | 29 274 | 6,18 | 1 448 | 16,04 | ||||
| 2025-08-28 | NP | DMCY - DEMOCRACY INTERNATIONAL FUND Shares | 17 233 | 10,33 | 852 | 20,68 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 1 388 750 | 0,49 | 68 688 | 9,81 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 26 955 | 0,28 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 527 027 | 0,37 | 26 586 | 11,87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 202 372 | 21,51 | 10 009 | 32,80 | ||||
| 2025-08-13 | 13F | Westerkirk Capital Inc. | 958 700 | 47 417 | ||||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 92 133 | 5,04 | 4 557 | 14,76 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 202 893 | 6,48 | 10 035 | 16,37 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 30 204 | 37,65 | 1 494 | 50,35 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 28 293 | 14,57 | 1 399 | 25,25 | ||||
| 2025-08-14 | 13F | Bank of Marin | 9 299 | 460 | ||||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 55 498 | 16,57 | 2 745 | 27,39 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 37 494 | 32,41 | 1 854 | 44,73 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 60 502 | 4,59 | 2 992 | 14,29 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 211 997 | 3,53 | 10 485 | 13,14 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 166 801 | 6,07 | 8 250 | 15,91 | ||||
| 2025-07-09 | 13F | Exchange Bank | 8 133 | 0,71 | 402 | 10,14 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 580 | 33,64 | 26 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 318 651 | 3,16 | 16 | 7,14 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 582 881 | 7,82 | 28 829 | 17,82 | ||||
| 2025-08-13 | 13F | Arrowstreet Capital, Limited Partnership | 494 297 | 24 448 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 48 817 | 3,20 | 2 414 | 12,80 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 136 975 | 3,22 | 6 775 | 12,81 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 260 603 | 12,00 | 12 889 | 22,40 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 148 145 | 0,33 | 7 327 | 9,65 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 2 732 837 | 5,46 | 135 166 | 15,24 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 20 539 | 2,86 | 1 016 | 12,40 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 381 238 | 0,13 | 18 856 | 9,43 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 277 657 | 19,80 | 13 733 | 30,92 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 172 044 | 9,66 | 8 509 | 19,83 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 16 854 | 2,03 | 834 | 11,51 | ||||
| 2025-08-01 | 13F | Fire Capital Management LLC | 62 938 | 47,60 | 3 113 | 61,33 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 62 843 | 20,22 | 3 108 | 31,42 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 174 659 | 14,92 | 58 099 | 25,59 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 159 522 | 9,93 | 7 890 | 20,13 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 9 539 | 124,39 | 472 | 145,31 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 141 952 | 125,32 | 7 021 | 146,23 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 108 964 | 1,11 | 5 389 | 10,50 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 10 848 | 3,00 | 537 | 12,61 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 10 389 | 7,09 | 514 | 16,86 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 21 542 | 1 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 108 960 | 5 389 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 542 772 | 8 535,72 | 76 306 | 9 343,69 | ||||
| 2025-07-23 | 13F | Cohen Capital Management, Inc. | 14 817 | 0,05 | 733 | 9,25 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 44 905 | 2,98 | 2 221 | 12,57 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 67 221 | 66,79 | 3 325 | 82,24 | ||||
| 2025-07-29 | NP | JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 | 197 961 | 0,72 | 9 304 | 5,84 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 108 842 | 0,48 | 5 383 | 9,81 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 9 346 | 16,01 | 462 | 26,92 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 15 316 | 4,81 | 758 | 14,52 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 67 327 | 3,33 | 3 330 | 12,92 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 67 758 | 0,34 | 3 414 | 12,68 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 513 043 | 2,66 | 25 375 | 12,19 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 7 045 | 49,67 | 319 | 53,62 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 9 184 | 0,27 | 454 | 9,66 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 4 200 | 2 000,00 | 208 | 2 200,00 | |||
| 2025-08-11 | 13F | One Capital Management, LLC | 35 262 | 2,26 | 1 744 | 11,79 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 162 295 | 1,23 | 8 027 | 10,63 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7 488 072 | 1,54 | 370 366 | 10,96 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 16 451 | 1,59 | 814 | 11,07 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 92 937 | 40,61 | 4 590 | 53,31 | ||||
| 2025-06-03 | 13F | Invst, LLC | 133 202 | 1 799,90 | 6 029 | 1 857,14 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4 141 888 | 2,91 | 204 858 | 12,46 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 12 882 | 0,08 | 637 | 9,45 | ||||
| 2025-07-29 | 13F | Creekside Partners | 61 695 | 2,15 | 3 051 | 11,64 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 269 931 | 3,90 | 13 351 | 13,54 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 15 061 | 2,76 | 745 | 12,22 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 15 268 | 1 291,80 | 630 | 1 185,71 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 20 919 | 0,89 | 1 035 | 10,23 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 438 874 | 2,81 | 22 273 | 15,29 | ||||
| 2025-08-12 | 13F | NDVR, Inc. | 177 227 | 2,13 | 8 766 | 11,60 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 950 | 0,05 | 96 | 9,09 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 382 735 | 200,17 | 18 930 | 228,08 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 135 099 | 4,77 | 6 682 | 14,48 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 1 389 256 | 4,79 | 68 713 | 14,51 | ||||
| 2025-08-07 | 13F | Nwam Llc | 62 577 | 21,70 | 3 133 | 34,59 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 9 318 | 461 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 4 396 | 217 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 229 457 | 4,99 | 11 349 | 17,91 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1 581 292 | 5,65 | 78 211 | 15,45 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 14 618 | 2,11 | 723 | 11,59 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 221 336 | 18,17 | 11 | 25,00 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 189 123 | 5,08 | 9 354 | 14,84 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 1 757 212 | 2,42 | 87 | 11,69 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 6 575 | 0,12 | 325 | 12,46 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 118 399 | 2,62 | 5 359 | 5,45 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 5 173 | 0,29 | 256 | 9,44 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 86 743 | 4 290 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 76 494 | 78,80 | 3 783 | 95,40 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 153 169 | 7,15 | 7 576 | 17,10 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 276 131 | 93,20 | 13 657 | 111,15 | ||||
| 2025-07-17 | 13F | SWS Partners | 93 905 | 12,71 | 4 645 | 23,15 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 54 990 | 4,06 | 2 720 | 13,58 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 7 401 | 14,71 | 366 | 25,34 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 159 826 | 1,00 | 7 905 | 10,36 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 65 798 | 10,54 | 3 254 | 20,65 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5 992 | 0,02 | 296 | 9,23 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 9 808 | 2,79 | 485 | 12,53 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 119 782 | 15,70 | 5 924 | 27,32 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 342 320 | 5,99 | 16 931 | 15,81 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 8 779 | 87,83 | 434 | 105,69 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 66 398 | 2,05 | 3 321 | 12,81 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 16 645 | 25,29 | 823 | 36,94 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 58 | 81,25 | 3 | 100,00 | ||||
| 2025-08-14 | 13F | Nepc Llc | 2 234 655 | 5,74 | 110 526 | 15,55 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 295 512 | 6,76 | 14 616 | 16,68 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 11 814 | 0,10 | 584 | 9,36 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 281 298 | 0,05 | 13 913 | 9,33 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 354 584 | 4,66 | 17 538 | 14,37 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 159 631 | 1,89 | 7 895 | 11,35 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 4 730 | 234 | 5,91 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12 800 927 | 8,89 | 633 134 | 19,00 | ||||
| 2025-08-07 | 13F | Laffer Investments | 14 421 | 131,59 | 713 | 153,74 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 17 330 | 4,17 | 857 | 13,96 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 251 653 | 1,65 | 12 447 | 11,09 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 216 086 | 0,38 | 10 688 | 9,70 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 6 937 | 6,79 | 343 | 17,06 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 11 113 | 10,22 | 550 | 20,39 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 133 405 | 4,78 | 6 598 | 14,51 | ||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 42 710 | 2,63 | 2 112 | 12,16 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 111 601 | 6,10 | 5 520 | 15,95 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 109 951 | 3,95 | 5 438 | 13,60 | ||||
| 2025-08-14 | 13F | Wit, Llc | 36 463 364 | 5,92 | 1 803 478 | 15,74 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 19 795 | 3,57 | 979 | 13,18 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 250 180 | 3,91 | 12 374 | 13,55 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 220 924 | 1,85 | 10 927 | 11,30 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 163 277 | 56,34 | 8 076 | 70,86 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 28 233 | 2,49 | 1 396 | 12,04 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 74 746 | 0,60 | 3 697 | 9,93 | ||||
| 2025-07-18 | 13F | Columbia Asset Management | 14 423 | 0,29 | 713 | 9,69 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 30 686 | 6,02 | 1 518 | 15,89 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 7 998 | 372 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 7 185 | 0,07 | 355 | 9,57 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 5 308 | 53,06 | 263 | 67,95 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 41 746 | 1,85 | 2 065 | 11,27 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 3 973 | 204 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 150 998 | 0,47 | 7 468 | 9,79 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 138 033 | 1,62 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13 378 222 | 1,48 | 661 686 | 10,90 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 141 095 | 0,29 | 6 979 | 9,60 | ||||
| 2025-08-14 | 13F | Parkwood LLC | 1 190 229 | 1 229,79 | 59 | 1 350,00 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 216 925 | 1,62 | 10 729 | 11,05 | ||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 33 597 | 2 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 4 498 | 0,02 | 222 | 9,36 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 414 046 | 19,23 | 20 479 | 30,30 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 41 089 | 14,33 | 2 032 | 24,97 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 119 697 | 5 920 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 462 | 23 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 3 517 | 0,43 | 159 | 3,25 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 216 073 | 6,16 | 10 687 | 16,01 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 114 102 | 8,77 | 5 643 | 22,14 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 757 | 27,66 | ||||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 5 409 | 7,75 | 268 | 17,62 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 9 374 | 13,65 | 464 | 24,13 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 6 477 | 14,03 | 320 | 24,51 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 321 273 | 0,42 | 15 890 | 9,74 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 61 416 | 1,65 | 3 038 | 11,08 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 94 131 | 0,14 | 4 656 | 9,43 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 91 394 | 29,97 | 4 520 | 42,05 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 10 405 | 5,95 | 1 | |||||
| 2025-05-13 | 13F | Mondrian Investment Partners LTD | 344 | 16 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 150 200 | 1,63 | 7 429 | 11,05 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 6 090 | 3,71 | 301 | 13,58 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 12 176 | 0,22 | 602 | 9,65 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 510 529 | 14,52 | 25 251 | 25,14 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 817 | 18,37 | 90 | 28,99 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 8 362 | 12,71 | 414 | 33,12 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 78 719 | 1,51 | 3 893 | 10,94 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1 332 571 | 5,39 | 65 909 | 15,17 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 4 541 | 226 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 12 248 | 5,96 | 606 | 15,68 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 34 640 | 334,09 | 1 713 | 374,52 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 173 896 | 14,13 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 644 | 86,13 | 32 | 106,67 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 232 790 | 12,50 | 11 514 | 22,94 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 6 264 | 0,24 | 310 | 9,57 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 218 130 | 9,65 | 10 789 | 19,83 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 4 406 | 218 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 421 915 | 196,95 | 20 868 | 224,53 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 15 034 | 744 | ||||||
| 2025-08-04 | 13F | Human Investing LLC | 357 736 | 3,91 | 17 700 | 13,59 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 3 226 154 | 2,01 | 159 566 | 11,47 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 5 873 | 0,15 | 290 | 9,43 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 302 086 | 905,14 | 14 941 | 998,60 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 12 892 | 84,43 | 583 | 89,90 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 11 454 | 37,62 | 567 | 50,53 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 19 330 | 38,99 | 956 | 51,99 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1 009 063 | 1,29 | 49 908 | 10,70 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 306 874 | 1,98 | 15 178 | 11,47 | ||||
| 2025-08-08 | 13F | Canada Post Corp Registered Pension Plan | 170 000 | 8 408 | ||||||
| 2025-08-08 | 13F | Brickley Wealth Management | 58 334 | 0,15 | 2 885 | 9,45 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 19 269 | 2,32 | 953 | 11,85 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 4 267 | 211 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 140 600 | 0,73 | 6 954 | 10,08 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 121 274 | 1,98 | 5 998 | 11,45 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 635 173 | 5,08 | 31 343 | 14,37 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 28 954 | 1,49 | 1 432 | 10,92 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 880 | 14,22 | 93 | 25,68 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 238 188 | 7,19 | 11 781 | 17,14 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 14 566 | 0,17 | 720 | 9,42 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 4 417 | 218 | ||||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 5 527 | 0,09 | 273 | 9,64 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 2 448 | 434,50 | 72 | 260,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1 676 535 | 2,78 | 82 921 | 12,32 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 3 768 | 2,17 | 186 | 12,05 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 60 362 | 23,78 | 2 985 | 35,25 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 267 | 13 | ||||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 4 261 | 211 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 19 397 | 8,31 | 963 | 18,89 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4 600 | 4 846,24 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 34 088 | 16,76 | 1 686 | 27,55 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45 479 372 | 0,13 | 2 249 410 | 9,42 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 399 555 | 1,71 | 19 762 | 11,15 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 259 493 | 6,79 | 12 835 | 16,69 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 41 815 | 23,26 | 2 068 | 34,72 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 933 506 | 5,92 | 94 297 | 14,25 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 7 830 | 0,77 | 387 | 10,26 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 84 768 | 2,42 | 4 193 | 11,94 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 4 088 | 202 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 26 669 | 10,20 | 1 319 | 20,46 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 23 481 | 1,75 | 1 161 | 11,21 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 4 661 | 0,02 | 231 | 9,52 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 47 689 | 0,18 | 2 359 | 9,47 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 25 645 | 4,24 | 1 268 | 13,93 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 1 823 | 6,92 | 90 | 16,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 71 616 772 | 4,52 | 3 542 166 | 14,22 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 49 028 | 17,19 | 2 425 | 28,05 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 7 111 | 29,79 | 352 | 42,11 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 528 209 | 13,75 | 26 125 | 24,30 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 107 272 | 2,42 | 5 306 | 11,92 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 108 170 | 41,34 | 5 350 | 54,49 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 18 340 | 13,62 | 907 | 24,25 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 14 880 | 1,26 | 736 | 10,53 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 155 423 | 4,01 | 7 687 | 13,68 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 25 087 | 4,54 | 1 241 | 14,18 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 16 320 | 0,28 | 807 | 9,65 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 34 535 105 | 1,33 | 1 708 106 | 10,73 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 959 147 | 0,53 | 47 439 | 9,86 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 225 902 | 11 173 | ||||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 983 983 | 7,92 | 48 668 | 17,94 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 71 323 | 2,36 | 3 528 | 11,86 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 15 110 | 9,96 | 747 | 20,29 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 117 023 | 2,32 | 5 788 | 11,80 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 39 148 | 0,17 | 1 936 | 9,50 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 90 908 | 6,55 | 4 496 | 16,45 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 327 270 | 16 187 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 17 532 | 0,89 | 867 | 10,31 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 323 109 | 2,55 | 15 981 | 11,98 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 6 223 | 0,02 | 308 | 9,25 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 542 921 | 5,65 | 26 853 | 15,45 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 34 623 | 8,64 | 1 712 | 18,72 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 27 785 | 374,55 | 1 374 | 420,45 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Grant Park Dynamic Allocation Fund Class A | 23 351 | 57,27 | 1 155 | 71,73 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 4 679 | 0,21 | 231 | 9,48 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 52 645 | 0,14 | 2 614 | 7,53 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 110 100 | 16,24 | 5 | 25,00 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 248 501 | 1,84 | 12 291 | 11,29 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 106 042 | 0,95 | 5 245 | 10,31 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 608 220 | 0,61 | 30 083 | 9,94 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2 763 | 0,18 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 32 286 | 22,94 | 1 597 | 34,34 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 178 | 1,80 | 184 | −1,08 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 58 989 | 177,82 | 2 918 | 203,54 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 6 773 | 20,49 | 335 | 31,89 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 25 629 | 306,42 | 1 268 | 344,56 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 218 839 | 1,12 | 10 824 | 10,51 | ||||
| 2025-07-14 | 13F | Friday Financial | 22 539 | 2,86 | 1 115 | 11,96 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 199 516 | 1,20 | 9 030 | 4,01 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 227 | 61 | ||||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 24 177 | 11,99 | 1 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 91 635 | 1,33 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 5 408 | 5,25 | 267 | 15,09 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 32 725 | 2,71 | 1 619 | 12,21 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 5 628 | 278 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 3 801 | 1,66 | 188 | 11,24 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 23 187 | 1,13 | 1 147 | 10,51 | ||||
| 2025-08-07 | 13F | S&co Inc | 111 972 | 0,54 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 11 045 | 0,11 | 546 | 9,42 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 61 403 | 8,00 | 3 037 | 17,99 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 5 595 | 2,12 | 277 | 11,74 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 259 850 | 3,53 | 62 312 | 13,14 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 449 | 483,12 | 22 | 633,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 44 048 578 | 0,55 | 2 178 569 | 9,88 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2 490 439 | 0,34 | 123 177 | 9,66 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 102 872 | 24,07 | 5 088 | 35,61 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 594 759 | 4,12 | 26 627 | 2,07 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 101 344 | 14,73 | 5 012 | 25,39 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 264 129 | 0,01 | 13 064 | 9,29 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 37 632 | 18,71 | 1 861 | 8,13 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5 748 | 284 | ||||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 69 675 | 32,62 | 3 446 | 44,91 | ||||
| 2025-07-09 | 13F | First Bank & Trust | 454 945 | 0,06 | 22 502 | 9,34 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 12 604 | 623 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 44 052 | 0,98 | 2 179 | 10,33 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 12 765 | 1,73 | 631 | 11,29 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 71 247 | 11,63 | 3 524 | 21,99 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 21 717 | 13,02 | 1 074 | 9,37 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 213 853 | 95,58 | 10 650 | 115,22 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 76 286 | 0,09 | 3 773 | 9,39 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 4 982 | 246 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 919 | 45 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7 121 | 2,59 | 352 | 12,10 | ||||
| 2025-08-14 | 13F | East Coast Asset Management, LLC. | 4 337 | 215 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 119 821 | 6,67 | 5 926 | 16,58 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 11 594 | 2,16 | 573 | 11,70 | ||||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 19 375 | 1,25 | 962 | 11,21 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 13 024 | 14,00 | 644 | 24,56 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 263 | 0,21 | 310 | 9,57 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 20 710 | 3,20 | 1 024 | 12,78 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 3 832 | 93,93 | 190 | 112,36 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 4 347 | 215 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 109 602 | 32,81 | 5 421 | 45,11 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 53 492 | 2 646 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 8 | 0 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 65 377 | 5,63 | 3 234 | 15,42 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 236 825 | 20,68 | 11 713 | 31,87 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1 296 | 64 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 7 372 | 1,58 | 365 | 10,98 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 101 166 | 19,94 | 5 004 | 31,07 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 600 | 30 | ||||||
| 2025-07-21 | 13F | Family CFO Inc | 71 994 | 0,29 | 3 561 | 9,61 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 204 717 | 4 195,36 | 10 125 | 4 609,30 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 11 050 | 0,02 | 547 | 9,20 | ||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 4 256 | 215 | ||||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 7 595 | 0,26 | 344 | 3,00 | ||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 85 777 | 8,30 | 4 243 | 18,36 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 8 732 | 2,61 | 432 | 11,95 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 12 495 | 19,44 | 618 | 30,44 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 25 873 | 460,26 | 1 280 | 511,96 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5 024 | 249 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 383 174 | 12,27 | 117 914 | 22,67 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 44 509 | 18,32 | 2 201 | 29,32 | ||||
| 2025-09-03 | 13F | American Trust | 211 265 | 10 449 | ||||||
| 2025-08-26 | NP | ISNKX - Voya Solution 2040 Portfolio Class ADV | 16 937 | 0,54 | 838 | 9,84 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 15 073 | 1,76 | 746 | 11,19 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 72 862 | 23,87 | 3 604 | 35,35 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 443 983 | 15,26 | 21 959 | 25,96 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1 161 374 | 3,63 | 57 442 | 13,25 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 3 687 220 | 4,98 | 182 370 | 14,72 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 157 600 | 7 795 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 854 | 69,48 | 290 | 85,26 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 66 886 | 9,25 | 3 308 | 19,38 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 65 453 | 3 237 | ||||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 49 782 | 2,92 | 2 462 | 12,47 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 362 732 | 15,87 | 17 941 | 26,62 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 230 045 | 48,81 | 11 378 | 62,64 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 109 487 | 42,87 | 5 415 | 56,14 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 5 338 | 0,36 | 264 | 10,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 41 198 | 68,76 | 2 038 | 84,51 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 169 087 | 5,33 | 8 363 | 15,11 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 28 824 | 13,79 | 1 426 | 24,35 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 244 725 | 13,23 | 12 104 | 23,74 | ||||
| 2025-07-16 | 13F | Novem Group | 25 121 | 6,02 | 1 242 | 15,86 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 7 333 | 14,27 | 363 | 24,83 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 260 189 | 4,67 | 12 869 | 14,37 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 147 365 | 2,55 | 7 289 | 12,05 | ||||
| 2025-07-15 | 13F | Maseco Llp | 36 111 | 1 786 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 159 256 | 0,02 | 7 877 | 9,30 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 190 | 9 | ||||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 181 432 | 2,95 | 8 974 | 12,50 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 113 003 | 4,00 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 25 375 | 5,42 | 1 255 | 15,15 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 241 765 | 7,16 | 11 958 | 18,49 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 4 370 | 216 | ||||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 2 400 | 0 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 111 608 | 3,81 | 5 520 | 13,46 | ||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 4 319 | 214 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 63 487 | 5,75 | 3 140 | 15,57 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 38 220 | 28,83 | 1 890 | 40,83 | ||||
| 2025-08-11 | 13F | Tamar Securities, LLC | 157 681 | 2,56 | 7 799 | 12,07 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 80 803 | 54,97 | 3 997 | 69,39 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 4 676 | 1,81 | 231 | 11,59 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 120 283 | 3,24 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 35 313 | 0,46 | 1 747 | 9,81 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 115 027 | 3,82 | 5 689 | 13,46 | ||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 4 112 | 203 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 5 513 | 19,12 | 273 | 30,14 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 839 | 91 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 37 480 | 26,44 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 43 021 | 12,78 | 2 128 | 23,23 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 96 774 | 3,72 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 21 533 | 53,11 | 1 065 | 67,45 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 172 248 | 2,60 | 8 554 | 13,16 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 29 200 | 1 444 | ||||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 141 200 | 0,25 | 6 984 | 9,55 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 213 | 11 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 524 429 | 2,52 | 26 662 | 16,16 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 53 060 | 118,71 | 2 624 | 138,98 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 37 419 | 6,63 | 1 851 | 16,50 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 205 603 | 50,02 | 10 169 | 63,96 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 219 664 | 12,06 | 10 865 | 22,45 | ||||
| 2025-06-26 | NP | ARP - PMV Adaptive Risk Parity ETF | 45 838 | 585,79 | 2 074 | 600,68 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 4 213 | 208 | ||||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 68 442 | 32,30 | 3 385 | 44,60 | ||||
| 2025-08-12 | 13F | Cadence Wealth Management LLC | 62 928 | 17,37 | 3 112 | 28,28 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 37 688 | 3,83 | 1 864 | 13,52 | ||||
| 2025-08-07 | 13F | Commerce Bank | 1 012 014 | 0,31 | 50 054 | 9,62 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 5 621 | 278 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 18 562 113 | 6,44 | 918 082 | 16,32 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 1 891 839 | 1,20 | 93 570 | 10,60 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 23 018 | 31,56 | 1 138 | 43,87 | ||||
| 2025-08-14 | 13F | UBS Group AG | Call | 89 500 | 4 427 | |||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 132 021 | 7 | ||||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 290 382 | 11,60 | 14 362 | 21,96 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 34 118 | 1,41 | 1 687 | 10,84 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 14 483 | 34,65 | 716 | 47,33 | ||||
| 2025-07-30 | 13F | Connors Investor Services Inc | 187 177 | 3,41 | 9 258 | 13,00 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 101 095 | 85,73 | 5 000 | 103,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 80 772 | 4,75 | 3 995 | 14,50 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 1 345 970 | 1,26 | 66 571 | 10,65 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 203 828 | 10,66 | 10 081 | 20,93 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 151 559 | 0,69 | 7 496 | 10,04 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 28 334 | 6,58 | 1 452 | 25,52 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 27 983 | 3,47 | 1 384 | 22,59 | ||||
| 2025-07-16 | 13F | Cabana Llc | 7 236 | 358 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 150 | 7 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 90 623 | 0,95 | 4 482 | 10,31 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 11 030 | 1,86 | 546 | 11,22 |
