Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard STAR Funds - Vanguard Total International Stock ETF inkluderar Rakuten Investment Management, Inc., LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class, Silphium Asset Management Ltd, Kingstone Capital Partners Texas, LLC, Seneca Financial Advisors LLC, Tribridge Partners Financial LLC, Glenmede Investment Management, LP, Valpey Financial Services, LLC, Wolf Group Capital Advisors, New Republic Capital, LLC, DSG Capital Advisors, LLC, Concurrent Investment Advisors, LLC, Tableaux Llc, Bradley & Co. Private Wealth Management, LLC, Northern Lights Fund Trust - Ocean Park International ETF, Sentinus, LLC, IMS Capital Management, Farmers & Merchants Trust Co of Long Beach, Midwest Trust Co, och Semitam Bonam Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 836 166 | 1 100,11 | 57 771 | 1 224,39 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 34 825 | 26,53 | 2 406 | 40,78 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6 735 | 4,18 | 465 | 15,96 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 3 845 | 266 | ||||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 88 307 | 0,68 | 6 | 20,00 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 214 949 | 35 311,70 | 15 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 766 | 0,66 | 53 | 10,64 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 28 634 | 0,37 | 1 978 | 11,69 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 29 128 | 2 012 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 11 352 | 73,23 | 784 | 93,10 | ||||
| 2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 341 227 | 3,50 | 23 575 | 15,16 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 19 988 | 22,32 | 1 381 | 36,09 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 20 358 | 86,48 | 1 407 | 107,68 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 843 | 127 | ||||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 23 780 | 4,79 | 1 643 | 16,54 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 7 033 | 0,73 | 486 | 12,01 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 114 745 | 8,26 | 7 928 | 20,45 | ||||
| 2025-08-14 | 13F | Ruane, Cunniff & Goldfarb L.P. | 4 662 | 13,13 | 322 | 26,27 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 4 021 | 0,73 | 278 | 12,15 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 4 236 | 9,49 | 293 | 21,67 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 15 669 | 0,26 | 1 083 | 11,55 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 58 542 | 1 371,27 | 4 045 | 1 537,25 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 8 464 | 0,11 | 585 | 11,24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 263 446 | 17,78 | 18 201 | 31,04 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 18 863 | 2,64 | 1 303 | 14,20 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 4 149 816 | 21,36 | 286 711 | 35,02 | ||||
| 2025-07-28 | 13F | Essex LLC | 25 427 | 26,87 | 1 757 | 41,16 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9 518 | 3,58 | 658 | 15,26 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 40 309 | 51,10 | 2 785 | 68,12 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 56 675 | 342,32 | 3 916 | 418,54 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 140 | 37 900,00 | 79 | 16,42 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 2 994 | 207 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 9 033 | 0,17 | 624 | 11,43 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 12 826 | 4,53 | 886 | 16,43 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 134 810 | 8,94 | 9 314 | 21,20 | ||||
| 2025-08-12 | 13F | Bokf, Na | 59 850 | 2,82 | 4 135 | 14,42 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 1 430 993 | 98 867 | ||||||
| 2025-07-23 | 13F | Gerber, Llc | 8 884 | 9,62 | 614 | 21,87 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 93 656 | 0,24 | 6 516 | 12,29 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 37 524 | 14,63 | 2 590 | 27,46 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 180 386 | 26,07 | 12 463 | 40,26 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 848 764 | 698,76 | 58 641 | 788,77 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 51 286 | 11,94 | 3 543 | 24,53 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 103 929 | 28,16 | 7 180 | 42,60 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 52 707 | 11,45 | 3 642 | 24,01 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 25 152 | 0,73 | 1 738 | 12,06 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 1 027 | 44,24 | 71 | 59,09 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 15 922 | 7,12 | 1 100 | 19,18 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2 936 | 203 | ||||||
| 2025-07-17 | 13F | Cairn Investment Group, Inc. | 308 109 | 3,17 | 21 | 16,67 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 20 953 | 53,06 | 1 301 | 61,41 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 22 745 | 6,44 | 1 571 | 18,39 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 8 422 | 2,74 | 582 | 14,15 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 163 593 | 2,14 | 11 303 | 13,63 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 2 896 | 200 | ||||||
| 2025-08-11 | 13F | EMC Capital Management | 302 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 15 508 | 2,46 | 1 071 | 14,06 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 38 297 | 7,26 | 2 664 | 19,95 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 95 097 | 4,30 | 6 570 | 16,04 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 121 779 | 0,12 | 8 414 | 11,39 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 7 345 | 2,77 | 507 | 14,45 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 4 640 | 323 | ||||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 24 137 | 320,14 | 1 668 | 368,26 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 7 307 | 6,87 | 505 | 18,87 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 15 156 | 1 047 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 239 102 | 1,75 | 16 520 | 13,21 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 5 226 | 0,42 | 361 | 11,76 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3 408 | 0,71 | 235 | 11,90 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 8 676 | 599 | ||||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 415 879 | 2,82 | 28 762 | 14,50 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 1 069 | 0,75 | 0 | |||||
| 2025-08-08 | 13F | Hudock, Inc. | 15 003 | 228,58 | 1 037 | 266,08 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 021 245 | 25,68 | 277 844 | 39,84 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 45 | 0 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 995 | 2,79 | 69 | 13,33 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 8 677 | 25,77 | 599 | 39,95 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 21 952 | 450,31 | 1 517 | 513,77 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 3 011 | 208 | ||||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 4 230 | 292 | ||||||
| 2025-08-07 | 13F | Cvfg Llc | 11 920 | 0,49 | 824 | 11,82 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 17 520 | 1,11 | 1 210 | 12,45 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 6 807 | 10,68 | 470 | 23,36 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 7 314 | 60,61 | 505 | 79,08 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 19 013 | 16,89 | 1 | 0,00 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 110 | 284 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10 117 | 47,84 | 699 | 64,86 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 168 | 0,60 | 12 | 10,00 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 7 102 | 0,03 | 491 | 11,36 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 68 229 | 70,79 | 4 714 | 90,04 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 72 317 | 8,07 | 4 996 | 20,24 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8 825 | 610 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 95 308 | 19,58 | 7 | 50,00 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 152 155 | 4,12 | 10 512 | 15,85 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 4 034 | 279 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 9 002 | 622 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 3 999 | 19,84 | 276 | 33,33 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 3 663 | 5,29 | 253 | 17,13 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 8 726 | 0,83 | 603 | 12,10 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 59 742 | 27,81 | 4 128 | 42,21 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 482 | 5,73 | 586 | 17,67 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13 959 | 282,44 | 964 | 326,55 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 31 254 | 132,15 | 2 159 | 158,25 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 8 792 | 0,73 | 607 | 11,99 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12 069 | 34,89 | 834 | 50,09 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 178 132 | 3,18 | 12 307 | 14,79 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5 520 | 381 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 110 | 8 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 88 838 | 5,05 | 6 138 | 16,87 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 3 108 | 215 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 24 754 | 0,72 | 1 710 | 12,06 | ||||
| 2025-08-12 | 13F | Ade, Llc | 129 928 | 2,75 | 8 977 | 14,31 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 982 | 5,32 | 275 | 17,52 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 263 | 0,64 | 87 | 14,47 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 2 | 0 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 36 697 | 0,06 | 2 535 | 11,33 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 25 059 | 0,00 | 1 731 | 11,25 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 69 975 | 29,29 | 4 835 | 43,83 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 314 710 | 3,22 | 21 743 | 14,84 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 242 968 | 0,71 | 16 787 | 12,04 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 11 859 | 109,41 | 819 | 133,33 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 126 955 | 9,60 | 8 771 | 21,94 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 327 | 14,74 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 3 330 | 6,39 | 230 | 13,30 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 75 327 | 622,98 | 5 204 | 704,33 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 670 | 55,32 | 184 | 73,58 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 25 494 | 1 761 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 371 270 | 166,23 | 25 651 | 196,20 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 10 081 | 0,02 | 697 | 11,36 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 18 952 | 8,28 | 1 309 | 20,53 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 44 586 | 10,45 | 3 080 | 22,91 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 54 140 | 0,27 | 3 362 | 5,69 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 294 238 | 7,55 | 20 329 | 19,65 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 663 | 115,80 | 184 | 140,79 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 4 229 | 292 | ||||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4 655 | 8,10 | 322 | 20,22 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 117 714 | 0,28 | 8 133 | 11,57 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 450 685 | 1,59 | 31 138 | 13,03 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 6 418 | 36,12 | 443 | 51,71 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 227 109 | 6,15 | 15 691 | 18,09 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 173 690 | 10,16 | 12 000 | 22,56 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 23 140 | 10,15 | 1 599 | 22,62 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9 562 | 661 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 492 | 34 | ||||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5 443 | 376 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 8 112 | 62,05 | 560 | 80,65 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 18 935 | 1 308 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 842 765 | 4,78 | 58 228 | 16,57 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 86 825 | 9,51 | 5 999 | 21,84 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 230 603 | 27,23 | 85 022 | 41,56 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 18 115 | 13,82 | 1 252 | 26,62 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 97 256 | 74,70 | 6 719 | 94,36 | ||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 3 000 | 0 | ||||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 743 366 | 5,82 | 51 335 | 17,68 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 344 | 93 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 9 257 | 5,79 | 634 | 10,86 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 10 540 | 0,73 | 728 | 12,17 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 108 182 | 1,77 | 7 474 | 13,23 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 3 685 | 1,04 | 255 | 12,39 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 712 922 | 2,76 | 49 256 | 14,33 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 151 964 | 79,81 | 10 499 | 100,06 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4 758 | 0,51 | 329 | 11,95 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 572 | 247 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 74 011 | 4,72 | 5 113 | 10,27 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 3 094 | 214 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16 306 | 96,25 | 1 013 | 106,95 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 642 031 | 11,68 | 44 358 | 24,25 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 5 768 | 3,80 | 399 | 15,36 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 29 294 | 2 024 | ||||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 10 280 | 7,27 | 710 | 19,33 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 10 200 | 705 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 288 308 | 19 919 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 12 039 | 2,67 | 832 | 14,15 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 407 876 | 9,39 | 235 450 | 21,71 | ||||
| 2025-07-21 | 13F | Intrinsic Value Partners, LLC | 14 017 | 27,69 | 968 | 42,14 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 377 | 80,95 | 95 | 102,13 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 157 788 | 6,68 | 10 902 | 18,68 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 207 763 | 4,92 | 14 354 | 16,74 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 45 134 | 10,11 | 3 118 | 22,51 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 4 623 | 5,38 | 319 | 17,28 | ||||
| 2025-08-12 | 13F | Main Management LLC | 163 347 | 0,47 | 11 | 10,00 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 18 195 | 94,08 | 1 257 | 115,98 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 9 171 | 0,70 | 634 | 12,04 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 35 153 | 7,73 | 2 429 | 19,84 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 550 237 | 5,60 | 38 016 | 17,49 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 19 022 | 5,72 | 1 314 | 17,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 192 761 | 26,76 | 13 284 | 39,75 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5 099 | 44,00 | 352 | 62,21 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4 679 976 | 79,38 | 1 717 677 | 960,21 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9 838 | 10,07 | 680 | 22,34 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1 244 096 | 1,63 | 77 258 | 7,09 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 12 034 | 0,72 | 832 | 11,99 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 1 120 508 | 7,48 | 77 416 | 19,58 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 3 766 | 0,91 | 260 | 12,55 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 178 | 0,69 | 150 | 11,94 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 26 448 | 295,75 | 1 827 | 340,24 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 25 983 | 4,32 | 1 795 | 16,11 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 929 | 0,11 | 64 | 12,28 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 278 | 19 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 82 461 | 1,67 | 5 697 | 13,13 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 6 963 | 1,72 | 481 | 13,18 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 15 156 | 1 047 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 163 265 | 3,41 | 11 280 | 15,06 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 14 337 | 6,54 | 991 | 18,56 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 8 781 | 28,32 | 607 | 42,92 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 6 511 | 4,48 | 450 | 16,02 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 5 279 | 55,22 | 365 | 72,51 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 8 369 | 83,25 | 578 | 108,66 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 510 857 | 16,57 | 35 295 | 29,70 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 13 866 | 7,69 | 958 | 19,90 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 21 486 | 364,56 | 1 485 | 417,07 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 190 | 12,43 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 36 670 | 3 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3 407 | 235 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 11 065 | 0,09 | 764 | 11,37 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5 083 | 0,41 | 351 | 11,78 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 120 | 0,84 | 8 | 14,29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 60 642 | 8,75 | 4 190 | 21,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 180 259 | 1,41 | 12 454 | 12,83 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4 018 | 278 | ||||||
| 2025-07-15 | 13F | Tenon Financial LLC | 658 588 | 102,38 | 43 227 | 113,90 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 9 673 | 668 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 186 460 | 38,06 | 12 882 | 53,59 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 52 399 | 7,55 | 3 620 | 19,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 613 868 | 2,65 | 180 592 | 14,20 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 19 867 | 1,84 | 1 373 | 13,29 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 140 275 | 0,67 | 9 692 | 12,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 13 452 | 28,04 | 929 | 42,48 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2 900 | 200 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 9 247 | 98,18 | 639 | 120,76 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 5 937 | 0,59 | 410 | 12,02 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 209 | 16,76 | 14 | 27,27 | ||||
| 2025-07-15 | 13F | Hall Laurie J Trustee | 16 629 | 13,59 | 1 149 | 26,29 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 38 730 | 10,65 | 2 676 | 23,10 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 24 897 | 5,17 | 1 720 | 17,01 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 25 136 | 1,04 | 1 737 | 12,44 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 85 372 | 0,11 | 5 898 | 11,39 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 138 890 | 0,06 | 9 596 | 11,31 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 160 966 | 20,43 | 11 121 | 33,99 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 626 | 0,58 | 251 | 12,11 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 19 783 | 138,38 | 1 367 | 165,24 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 101 052 | 1,05 | 6 982 | 12,42 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 480 690 | 7 945,02 | 33 211 | 8 851,48 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 33 573 | 15,55 | 2 320 | 28,55 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 6 670 | 10,16 | 461 | 22,34 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17 960 | 10,14 | 1 241 | 22,53 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 53 613 | 0,00 | 3 329 | 5,38 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 073 670 | 7,13 | 213 589 | 19,88 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 3 284 | 0 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5 738 | 58,68 | 396 | 85,92 | ||||
| 2025-07-21 | 13F | 25 Llc | 622 840 | 3,06 | 43 032 | 14,66 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 135 738 | 36,22 | 9 378 | 51,55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 29 881 | 115,79 | 2 064 | 140,28 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 172 540 | 1,03 | 11 921 | 12,40 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 25 479 | 7,37 | 1 760 | 19,48 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12 340 | 1,72 | 853 | 13,15 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 4 502 | 36,63 | 311 | 52,45 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 3 278 | 226 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 16 737 | 1 156 | ||||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 16 015 | 8,75 | 1 106 | 21,01 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 370 | 25 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 29 205 | 0,06 | 2 018 | 11,31 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 3 731 | 258 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 95 422 | 12,76 | 6 593 | 25,44 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 244 295 | 19,75 | 16 878 | 33,23 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 15 690 | 10,74 | 1 084 | 23,32 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 1 569 678 | 11,12 | 108 407 | 23,54 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 64 852 | 2,88 | 4 481 | 14,46 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 373 | 26 | ||||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 5 350 | 370 | ||||||
| 2025-08-13 | 13F | Silphium Asset Management Ltd | 409 500 | 28 292 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 129 604 | 1,02 | 8 954 | 12,40 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 19 576 | 10,68 | 1 353 | 23,13 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6 309 | 17,64 | 436 | 30,63 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 16 123 | 0,84 | 1 114 | 12,20 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21 383 | 3,44 | 1 477 | 15,12 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 32 696 | 4,88 | 2 259 | 16,69 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 7 555 | 12,43 | 522 | 24,94 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 19 631 | 0,23 | 1 356 | 17,50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12 544 | 357,31 | 867 | 409,41 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 3 322 | 230 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 12 873 | 21,49 | 889 | 35,11 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 28 986 | 97,28 | 2 003 | 119,52 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 279 | 0,36 | 19 | 11,76 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 17 466 | 676 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 95 114 | 3,32 | 6 571 | 14,96 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 12 742 | 21,01 | 791 | 27,58 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 174 475 | 4,72 | 12 054 | 16,51 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 10 695 | 12,00 | 739 | 24,66 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 44 337 | 0,01 | 3 063 | 11,26 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 5 319 | 1,94 | 330 | 7,49 | ||||
| 2025-08-11 | 13F | Empirical Finance, LLC | 57 025 | 10,38 | 3 940 | 22,79 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 49 939 | 0,05 | 3 450 | 11,33 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 9 387 | 4,77 | 649 | 16,55 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 36 850 | 98,16 | 2 547 | 120,43 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 214 132 | 18,10 | 14 794 | 31,40 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 076 | 6,01 | 74 | 17,46 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 960 | 31,33 | 66 | 46,67 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3 139 | 217 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 3 638 | 251 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 27 831 | 4,14 | 1 923 | 22,11 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16 545 | 0,09 | 1 143 | 11,40 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17 668 | 2,81 | 1 221 | 9,03 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 3 248 576 | 110,64 | 224 444 | 134,35 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 19 233 | 8,24 | 1 337 | 17,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 528 | 36 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 5 894 | 407 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 17 607 | 31,45 | 1 216 | 46,33 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12 035 | 31,36 | 832 | 46,30 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 34 851 | 157,96 | 2 408 | 187,23 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 13 400 600 | 837 672 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 130 187 | 6,31 | 8 987 | 18,17 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 7 783 | 12,31 | 538 | 24,88 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 9 635 | 7,22 | 665 | 28,68 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 278 521 | 6,97 | 19 243 | 19,02 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 7 471 | 8,02 | 516 | 20,28 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 3 700 | 12,12 | 256 | 25,00 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 79 914 | 5 521 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 21 501 | 9,30 | 1 485 | 21,62 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4 523 | 4,38 | 313 | 15,99 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 51 555 | 107,38 | 3 562 | 130,78 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 57 320 | 87,10 | 3 960 | 108,20 | ||||
| 2025-07-16 | 13F | American National Bank | 24 791 | 106,18 | 1 713 | 129,49 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8 632 | 59,38 | 597 | 77,38 | ||||
| 2025-08-13 | 13F | Thornburg Investment Management Inc | 5 805 | 401 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 922 | 0,63 | 133 | 11,86 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 7 978 | 33,30 | 551 | 48,52 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 11 357 540 | 14,71 | 784 692 | 27,63 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2 142 | 1,71 | 148 | 13,08 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 71 200 | 0,89 | 4 919 | 12,25 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 30 634 | 0,76 | 2 117 | 12,14 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 5 338 | 0,02 | 370 | 25,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 847 994 | 3,49 | 127 678 | 15,14 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 31 729 | 1,82 | 2 | 100,00 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 15 765 | 1,21 | 1 089 | 12,62 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 28 610 | 2,14 | 1 977 | 13,63 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1 393 877 | 8,18 | 96 303 | 20,36 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 92 788 | 3,27 | 6 411 | 19,93 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 147 510 | 11,51 | 10 191 | 24,07 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 175 993 | 4,64 | 12 159 | 16,42 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 18 942 | 0,73 | 1 309 | 12,08 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 21 046 | 0,49 | 1 454 | 11,85 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 8 185 | 566 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 4 791 | 3,01 | 331 | 14,93 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 52 737 | 44,54 | 3 644 | 60,84 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 801 | 0,28 | 124 | 18,10 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 6 989 | 0 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 23 575 | 20,32 | 1 629 | 33,88 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6 589 | 9,85 | 455 | 22,31 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 11 857 | 32,42 | 819 | 47,30 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6 577 072 | 26,40 | 454 410 | 40,63 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 6 222 | 44,70 | 430 | 60,67 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 7 566 | 43,49 | 523 | 59,63 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 4 604 | 0,31 | 0 | |||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 5 617 | 60,44 | 388 | 78,80 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 28 297 | 0,05 | 1 955 | 11,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 128 400 | 44,43 | 8 871 | 60,71 | |||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 20 127 | 0,32 | 1 391 | 11,65 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 45 100 | 8,85 | 3 116 | 21,06 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 84 272 | 15,60 | 5 822 | 28,61 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7 778 | 537 | ||||||
| 2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 215 436 | 213,86 | 14 884 | 249,23 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 47 373 | 160,71 | 3 273 | 190,16 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 68 762 | 4,41 | 4 751 | 16,17 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 185 675 | 786,45 | 12 828 | 886,77 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 11 087 | 5,63 | 766 | 23,95 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 14 451 | 11,80 | 998 | 24,44 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 736 | 51 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 4 594 | 0,07 | 317 | 11,23 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4 079 | 0 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 3 257 | 225 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 17 728 | 23,99 | 1 225 | 37,99 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 70 593 | 22,40 | 4 877 | 36,19 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 46 876 | 0,88 | 3 239 | 12,24 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 26 269 | 1 815 | ||||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 14 038 | 6,49 | 970 | 18,46 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 231 885 | 42,53 | 16 021 | 58,57 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 2 909 | 201 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 3 014 | 208 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 74 897 | 8,06 | 5 175 | 20,21 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 18 659 | 53,47 | 1 289 | 70,73 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 5 986 | 414 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 607 206 | 0,05 | 41 952 | 11,32 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 8 239 | 569 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 8 399 | 2,15 | 580 | 13,73 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 307 | 6,81 | 850 | 18,88 | ||||
| 2025-08-14 | 13F | Comerica Bank | 647 545 | 0,51 | 44 739 | 11,82 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 551 166 | 370,99 | 383 530 | 424,01 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 8 267 | 571 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 19 195 | 2,89 | 1 326 | 14,51 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 917 572 | 10,41 | 63 395 | 22,83 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 8 583 | 593 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4 694 | 4,45 | 324 | 16,13 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 1 118 929 | 52,32 | 77 307 | 69,47 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 827 | 2,59 | 8 416 | 14,12 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 728 | 50 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 782 | 24,43 | 330 | 38,66 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 34 033 | 7,73 | 2 351 | 19,89 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 14 311 | 0,01 | 989 | 11,26 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 3 609 | 0,28 | 249 | 11,66 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6 924 | 0,58 | 488 | 14,05 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 15 026 | 0,70 | 1 038 | 12,10 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 313 113 | 6,34 | 21 633 | 18,31 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 110 905 | 866,49 | 7 662 | 976,12 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 12 688 | 877 | ||||||
| 2025-08-06 | 13F | Drystone LLC | 250 670 | 3,52 | 17 319 | 15,17 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6 658 | 460 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 5 680 | 0,69 | 392 | 12,00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 5 003 | 0,08 | 346 | 11,29 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 31 689 | 8,28 | 2 252 | 18,84 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14 236 | 984 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 5 564 | 0,07 | 384 | 11,30 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 20 843 | 3,29 | 1 440 | 14,92 | ||||
| 2025-08-12 | 13F | Prudential Plc | 660 000 | 100,00 | 45 599 | 122,51 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 8 625 | 15,74 | 596 | 28,79 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 61 746 | 11,18 | 4 266 | 23,72 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 81 653 776 | 2,30 | 5 641 458 | 13,82 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 7 891 | 15,38 | 545 | 28,54 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 12 499 | 0,09 | 864 | 11,35 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 17 257 | 0,09 | 1 192 | 11,40 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 679 646 | 3,08 | 46 957 | 14,68 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 3 | 0 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3 347 | 0,03 | 231 | 11,59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 26 100 | 23,11 | 1 803 | 37,01 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8 457 | 584 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5 975 | 81,06 | 413 | 101,96 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 7 247 | 1,27 | 501 | 12,61 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 479 200 | 13,10 | 33 108 | 25,83 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 532 757 | 2,46 | 36 808 | 13,99 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 438 638 | 1,78 | 721 205 | 13,24 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 479 586 | 3,26 | 33 135 | 14,88 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 12 202 | 1,94 | 843 | 13,46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 716 749 | 1,81 | 187 700 | 13,27 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 22 281 | 60,16 | 1 539 | 78,33 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 575 147 | 4,47 | 39 737 | 16,23 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 112 068 | 8,00 | 7 743 | 20,14 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 32 126 | 4,90 | 2 220 | 16,73 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 242 288 | 5,52 | 85 830 | 17,39 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 189 | 13 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7 206 | 498 | ||||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 26 494 | 0,63 | 1 830 | 11,93 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 26 905 | 2,14 | 1 671 | 5,16 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 5 866 | 405 | ||||||
| 2025-08-13 | 13F | Bank Of Nova Scotia Trust Co | 3 000 | 207 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 436 | 30 | ||||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 25 056 | 80,09 | 1 731 | 100,58 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3 213 | 0 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1 562 593 | 6,27 | 107 960 | 18,23 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 10 183 | 139,66 | 704 | 167,30 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2 947 | 204 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 402 030 | 23 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 9 806 | 5,91 | 678 | 17,74 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 358 193 | 9,09 | 24 748 | 19,04 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 159 642 | 5,35 | 11 030 | 17,21 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 120 074 | 18,96 | 8 296 | 32,34 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 6 787 | 12,29 | 469 | 24,80 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10 060 | 19,49 | 695 | 33,14 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 68 186 | 5,71 | 4 711 | 17,60 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 15 394 | 0,33 | 1 064 | 11,66 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 88 460 | 18,04 | 6 112 | 122 120,00 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 7 018 | 0,72 | 485 | 12,04 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 7 211 | 498 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 43 601 | 46,28 | 3 012 | 62,81 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 111 595 | 146,00 | 7 710 | 173,70 | ||||
| 2025-08-14 | 13F | Betterment LLC | 280 648 | 466,81 | 19 | 533,33 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 16 733 | 77,14 | 1 156 | 97,27 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 800 | 55 | ||||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 5 640 | 0,45 | 390 | 11,78 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 6 204 | 429 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 310 248 | 12,91 | 21 435 | 25,62 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 46 509 | 15,46 | 3 213 | 35,40 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 24 520 | 2,84 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 2 963 | 205 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 772 | 18,16 | 399 | 31,35 | ||||
| 2025-08-13 | 13F | Miramar Capital, LLC | 3 009 | 208 | ||||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 3 000 | 207 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7 975 | 10,96 | 551 | 23,54 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 24 638 | 34,61 | 1 702 | 49,82 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 37 150 | 18,75 | 2 567 | 32,13 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17 646 | 32,10 | 1 253 | 53,62 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 80 962 | 4,25 | 5 617 | 20,48 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 157 378 | 146,77 | 10 873 | 174,57 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 224 | 3,78 | 0 | |||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 168 828 | 3,45 | 11 664 | 15,10 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 315 | 11,87 | 298 | 24,69 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 235 626 | 12,20 | 16 279 | 24,83 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 418 158 | 8,78 | 443 430 | 21,70 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 10 644 | 735 | ||||||
| 2025-07-23 | 13F | Cohen Investment Advisors LLC | 3 575 | 2,06 | 247 | 13,36 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 16 764 | 6,11 | 1 158 | 18,04 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 501 490 | 3,84 | 31 142 | 9,42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 201 461 | 13,36 | 13 919 | 26,11 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 22 083 | 1,75 | 1 371 | 137 000,00 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 147 005 | 8,97 | 10 157 | 21,24 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 131 868 | 7,57 | 9 111 | 19,68 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 125 607 | 1,92 | 8 678 | 13,39 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 23 055 | 0,65 | 1 593 | 11,95 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 486 689 | 0,12 | 33 625 | 11,39 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 3 009 | 208 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4 077 | 90,96 | 300 | 127,27 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 3 186 | 220 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 15 727 | 6,70 | 1 087 | 18,69 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 088 | 213 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 39 086 | 19,63 | 2 712 | 30,46 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1 780 | 123 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 6 475 | 447 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 29 557 | 2 042 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 29 585 | 3,27 | 2 044 | 14,90 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 90 470 | 6,53 | 6 251 | 18,53 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 3 320 | 229 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 53 746 | 1,35 | 3 713 | 12,75 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6 652 | 5,09 | 460 | 16,79 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 1 430 993 | 98 867 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 24 265 | 1,74 | 1 676 | 13,17 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 26 309 | 45,25 | 1 818 | 61,65 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 54 540 | 6,78 | 3 765 | 21,42 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3 191 | 220 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 669 | 50,79 | 11 838 | 3 658,10 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 9 622 | 0,71 | 665 | 11,97 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 14 174 | 0,78 | 979 | 12,14 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8 544 | 0,07 | 590 | 11,32 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 66 397 | 1,45 | 4 587 | 12,87 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 8 074 | 558 | ||||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 12 578 | 869 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 3 576 | 0,36 | 247 | 11,76 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 3 720 | 257 | ||||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 154 950 | 3,28 | 10 705 | 14,90 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 758 678 | 18,90 | 47 114 | 25,29 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1 701 | 0,65 | 118 | 12,50 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 39 770 | 4,02 | 2 748 | 15,71 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 8 613 | 17,95 | 595 | 31,35 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 12 587 | 870 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19 881 | 35,76 | 1 374 | 59,28 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 13 809 | 0,58 | 954 | 11,97 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 54 096 | 17,10 | 3 737 | 30,30 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 153 619 | 57,91 | 10 614 | 75,68 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 15 411 | 7,24 | 1 065 | 19,28 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 8 863 | 26,54 | 612 | 41,01 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 784 | 54 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7 499 | 5,65 | 518 | 17,73 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 100 666 | 4,46 | 6 955 | 16,23 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 3 849 | 1,16 | 266 | 12,29 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 360 | 25 | ||||||
| 2025-08-01 | 13F | Fire Capital Management LLC | 46 589 | 42,97 | 3 219 | 59,07 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 11 032 | 0,02 | 762 | 11,40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 58 782 | 97,65 | 4 061 | 119,99 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 11 000 | 83,33 | 760 | 104,03 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 734 577 | 1,94 | 50 752 | 13,41 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 35 129 | 350,03 | 2 427 | 401,45 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 588 | 317 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 388 074 | 50,40 | 26 812 | 67,33 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 52 845 | 4 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 300 | 0,23 | 90 | 11,25 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 23 506 | 39,10 | 1 624 | 54,81 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 3 639 | 1,62 | 251 | 13,06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 6 700 | 463 | |||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 3 117 | 215 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 24 439 | 18,56 | 1 688 | 31,88 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 285 515 | 2,56 | 19 726 | 14,10 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 16 062 | 107,84 | 1 110 | 131,52 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 4 982 | 344 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 20 689 | 85,32 | 1 429 | 106,20 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 268 071 | 18 521 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 5 520 | 381 | ||||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 68 821 | 5,42 | 4 755 | 17,27 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 56 027 | 19,00 | 3 934 | 34,55 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 593 236 | 0,21 | 40 987 | 11,50 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 116 824 | 43,87 | 8 071 | 60,08 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 77 596 | 2,20 | 5 361 | 12,96 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 86 847 | 7,30 | 5 999 | 19,31 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5 320 | 368 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 107 322 | 8,01 | 7 415 | 20,16 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8 616 | 38,19 | 595 | 53,75 | ||||
| 2025-08-14 | 13F | Fmr Llc | 465 001 | 8,41 | 32 127 | 20,62 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 183 | 0,55 | 13 | 9,09 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 65 272 | 5,16 | 4 510 | 17,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4 800 | 1 332,84 | 332 | 1 555,00 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 11 621 | 803 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 19 537 | 1 350 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 212 | 360 | ||||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 8 914 | 638 | ||||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 103 880 | 20,89 | 7 177 | 34,50 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 502 935 | 2,17 | 34 748 | 13,66 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 76 288 | 0,67 | 5 271 | 11,98 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 212 031 | 1,25 | 221 919 | 12,64 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 7 680 | 9,06 | 531 | 21,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 126 | 149,68 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 116 657 | 2,95 | 8 060 | 14,54 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 040 425 | 27,01 | 279 152 | 41,30 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 612 | 42 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 24 084 | 6,37 | 1 664 | 18,28 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 300 630 | 0,10 | 20 771 | 11,36 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3 402 | 2,44 | 235 | 14,08 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26 980 | 13,88 | 1 864 | 26,72 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 22 839 | 1,11 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 4 866 | 2,14 | 336 | 13,90 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 19 160 | 1,73 | 1 324 | 13,17 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 65 079 | 16,38 | 4 496 | 29,49 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6 756 | 49,87 | 467 | 67,03 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 33 150 | 57,42 | 2 290 | 75,21 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 32 411 | 0,45 | 2 239 | 11,78 | ||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 15 158 | 103,46 | 1 047 | 126,62 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12 437 | 2,91 | 859 | 14,53 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2 972 | 205 | ||||||
| 2025-08-13 | 13F | Options Solutions, Llc | 3 006 | 208 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 316 778 | 9 122,07 | 5 | −98,12 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 100 458 | 4,33 | 6 941 | 16,07 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 101 172 | 6 990 | ||||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 350 558 | 2,68 | 24 220 | 14,25 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8 255 | 24,92 | 570 | 39,02 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 15 126 | 2,93 | 1 045 | 14,58 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 41 625 | 19,12 | 2 876 | 32,49 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 6 498 | 1,09 | 449 | 10,07 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 22 459 | 3,50 | 1 552 | 15,22 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 59 143 | 16,35 | 4 086 | 29,47 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 62 299 | 16,21 | 4 304 | 29,29 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 3 799 | 262 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 82 173 | 43,18 | 5 677 | 59,29 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 15 215 | 12,93 | 1 051 | 25,72 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 26 435 | 5,45 | 1 826 | 17,35 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 14 501 | 22,14 | 1 002 | 35,82 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 17 429 | 2,32 | 1 204 | 13,91 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 52 098 | 2,45 | 3 599 | 14,00 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 146 753 | 3,68 | 10 139 | 15,35 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 53 181 | 27,89 | 3 674 | 42,29 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 20 824 | 10,85 | 1 439 | 20,74 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 8 614 | 0,12 | 595 | 11,42 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 3 187 | 220 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 761 490 | 1,56 | 52 611 | 12,99 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 215 299 | 1,68 | 14 875 | 13,13 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 16 652 | 44,29 | 1 150 | 60,61 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 5 396 | 8,81 | 373 | 17,72 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 739 | 51 | ||||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10 275 | 1,48 | 710 | 12,90 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3 245 | 0,40 | 224 | 12,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 523 | 0,77 | 36 | 12,50 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 18 977 | 96,43 | 1 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 60 355 | 37,86 | 4 170 | 53,38 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 511 778 | 2,92 | 35 359 | 14,51 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 4 249 | 294 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9 100 | 55,93 | 629 | 73,48 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 296 909 | 26,49 | 20 513 | 40,73 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 10 763 | 0,04 | 744 | 11,23 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 27 125 | 0,04 | 1 874 | 11,35 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 61 527 | 2,83 | 4 249 | 13,88 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 7 008 | 0,24 | 484 | 11,52 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 35 499 | 1,25 | 2 453 | 12,63 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 24 918 | 24,47 | 1 722 | 38,46 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 28 062 | 1,21 | 1 939 | 12,61 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 41 999 | 41,24 | 2 902 | 57,15 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 35 214 | 4,20 | 2 433 | 15,92 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 2 732 | 93,62 | 189 | 116,09 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 4 985 | 41,38 | 344 | 57,80 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 957 | 66 | ||||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 161 840 | 42,79 | 11 182 | 58,87 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 6 405 | 9,41 | 442 | 21,76 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 148 441 | 10 256 | ||||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 6 055 | 418 | ||||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 3 304 | 228 | ||||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 2 900 | 200 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 12 418 | 0,35 | 858 | 11,59 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 20 043 | 10,62 | 1 385 | 23,02 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 36 596 | 2,23 | 2 528 | 13,77 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 11 057 | 764 | ||||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 7 202 | 2,16 | 498 | 13,73 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 4 144 223 | 1,42 | 286 324 | 12,84 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 17 552 | 26,27 | 1 213 | 40,44 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 3 548 | 5,19 | 245 | 17,22 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 394 | 0,77 | 27 | 12,50 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 31 072 | 4,40 | 2 147 | 16,13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 560 574 | 11,24 | 38 730 | 23,77 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 8 212 | 58,78 | 567 | 76,64 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 73 | 5 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1 567 889 | 106,09 | 108 325 | 129,29 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 293 | 0,69 | 20 | 11,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 297 053 | 6,48 | 20 523 | 18,47 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 146 | 0,69 | 10 | 25,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 59 456 | 55,74 | 4 108 | 73,29 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 23 423 | 1 618 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5 087 | 1,92 | 354 | 13,87 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 283 396 | 14,05 | 19 580 | 29,83 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 14 454 | 2,34 | 999 | 13,80 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 75 434 | 52,74 | 5 212 | 69,96 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 3 986 | 275 | ||||||
| 2025-07-31 | 13F | CNB Bank | 1 175 | 81 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 68 863 | 1,91 | 4 758 | 13,37 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 3 686 | 5,74 | 255 | 17,59 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 78 707 | 69,78 | 5 438 | 88,92 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 91 104 | 6 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 2 908 | 201 | ||||||
| 2025-07-21 | 13F | Warner Financial, Inc | 68 672 | 9,97 | 5 | 33,33 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 25 428 | 6,13 | 1 757 | 18,09 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 192 292 | 1,36 | 13 285 | 12,77 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 26 676 | 41,25 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20 511 | 3,28 | 1 417 | 14,92 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 81 965 | 372,99 | 5 663 | 426,21 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 36 957 | 3,72 | 2 553 | 15,42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 989 700 | 5,62 | 68 | 17,24 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 7 612 | 24,40 | 526 | 38,16 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 265 | 19,86 | 917 | 33,33 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 468 646 | 12,86 | 32 379 | 25,56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 34 015 | 1,56 | 2 350 | 13,04 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 55 998 | 338,27 | 3 869 | 387,77 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 3 248 | 224 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 76 505 | 80,16 | 5 238 | 98,63 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 32 816 | 2 267 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 115 153 | 5,36 | 7 956 | 17,21 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 1 101 377 | 0,94 | 75 896 | 11,28 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 67 713 | 23,77 | 4 678 | 37,71 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 189 939 | 34,41 | 12 756 | 44,40 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 17 688 | 13,96 | 1 222 | 26,90 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 36 069 | 0,53 | 2 492 | 11,85 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 803 | 7,79 | 55 | 19,57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 52 882 | 40,52 | 3 654 | 56,31 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 81 527 | 115,66 | 5 633 | 139,97 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 8 391 | 21,47 | 580 | 35,28 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 2 948 | 204 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 23 792 | 1,20 | 1 436 | −1,71 | ||||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 41 372 | 0,72 | 2 859 | 12,12 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 15 538 | 1,86 | 1 073 | 13,31 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 2 969 | 5,62 | 205 | 24,24 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 1 479 | 102 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 74 681 | 5,67 | 5 160 | 17,57 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 16 087 | 3,82 | 1 111 | 15,49 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 220 185 | 8,42 | 15 213 | 20,62 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 15 261 | 76,35 | 1 054 | 96,28 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 69 956 | 4,27 | 4 833 | 16,01 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 11 778 | 18,81 | 814 | 32,20 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 54 | 0 | ||||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 4 100 | 0,71 | 283 | 12,30 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 66 326 | 9,78 | 4 119 | 15,67 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 41 577 | 66,31 | 2 873 | 85,05 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 16 120 | 82,15 | 1 114 | 143,54 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 68 124 | 70,17 | 4 707 | 89,30 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 12 877 | 16,35 | 890 | 29,40 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 48 586 | 0,03 | 3 357 | 11,27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 749 681 | 6,88 | 120 898 | 18,91 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 113 834 | 73,86 | 7 794 | 91,69 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 3 143 | 217 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 12 909 | 12,68 | 892 | 25,32 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 4 271 | 9,79 | 295 | 22,41 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 3 739 | 0,73 | 258 | 12,17 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 3 693 | 255 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 109 850 | 1 185,25 | 7 590 | 1 331,89 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 32 324 | 1,39 | 2 233 | 12,83 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 360 | 21 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19 697 | 1 361 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20 246 | 58,17 | 1 399 | 76,07 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 100 802 | 9,58 | 6 964 | 21,92 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 360 | 24,57 | 25 | 41,18 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 45 741 | 8,82 | 3 160 | 21,07 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 51 119 | 5,85 | 3 532 | 17,74 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 19 102 | 100,00 | 1 320 | 122,43 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 12 674 | 71,06 | 876 | 90,22 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 4 831 | 0,12 | 334 | 11,37 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 85 621 | 11,84 | 5 916 | 24,42 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 12 142 | 42,66 | 839 | 58,71 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 44 724 | 0,89 | 3 090 | 12,25 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 7 191 | 497 | ||||||
| 2025-08-13 | 13F | Aufman Associates Inc | 14 335 | 0,72 | 990 | 12,12 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 12 990 | 1,13 | 897 | 12,55 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 32 128 | 11,15 | 2 243 | 22,64 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1 376 | 411,52 | 94 | 487,50 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 8 017 | 554 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 22 111 | 125,16 | 1 528 | 150,74 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 22 121 | 0,05 | 1 528 | 11,37 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 6 457 | 0,72 | 446 | 12,06 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13 959 | 4,60 | 984 | 16,33 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 4 328 | 299 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 2 430 | 168 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4 981 | 15,78 | 344 | 28,84 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 5 373 | 371 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 20 | 1 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 075 | 0,06 | 351 | 11,46 | ||||
| 2025-07-15 | 13F | Maseco Llp | 9 054 | 626 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 1 582 334 | 24,46 | 109 323 | 38,47 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 16 562 | 54,45 | 1 | |||||
| 2025-08-14 | 13F | Navigoe, LLC | 9 | 0 | ||||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 181 751 | 3,41 | 12 557 | 15,05 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 3 917 | 0,20 | 271 | 10,66 | ||||
| 2025-06-27 | NP | Tidal Trust II - Return Stacked Global Stocks & Bonds ETF | 1 499 477 | 9,94 | 95 757 | 15,24 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 3 204 | 221 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5 064 | 4,33 | 350 | 15,95 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 26 670 | 2,47 | 1 843 | 13,99 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 7 737 | 535 | ||||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 15 851 | 1 095 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 249 528 | 36,06 | 17 240 | 51,38 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 3 080 | 213 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 2 887 | 428,75 | 199 | 503,03 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 7 459 | 515 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 137 209 | 5,71 | 9 480 | 17,61 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 61 923 | 2,94 | 4 278 | 17,95 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 156 008 | 10,37 | 10 779 | 22,80 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 5 568 | 2,07 | 385 | 13,61 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 22 737 | 2,00 | 1 571 | 13,44 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 162 562 | 6,63 | 11 231 | 18,63 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 5 177 | 358 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 35 480 | 174,10 | 2 451 | 205,23 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 3 068 | 212 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 164 257 | 477,11 | 11 349 | 542,22 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 3 707 | 7,17 | 230 | 15,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 813 | 4,10 | 56 | 16,67 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 24 523 | 0,71 | 1 694 | 12,04 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 10 343 | 1,34 | 715 | 12,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 116 953 | 24,19 | 8 080 | 38,17 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 12 754 | 2,76 | 881 | 14,42 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 7 609 | 534 | ||||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 41 705 | 3,36 | 2 881 | 15,01 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 45 608 | 2 832 | ||||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 4 388 | 18,88 | 303 | 32,31 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 143 497 | 10 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 47 574 | 8,56 | 3 287 | 20,76 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 719 386 | 1,43 | 256 972 | 12,85 |
