Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Financial Life Advisors | 3 899 | −15,72 | 325 | −6,88 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 335 159 | −11,87 | 27 976 | −2,76 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 14 912 | −14,57 | 1 245 | −5,76 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 97 238 | −6,14 | 8 117 | 3,59 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 16 812 | −46,76 | 1 403 | −41,25 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 11 732 | −28,91 | 888 | −23,47 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 5 596 | −1,24 | 467 | 9,11 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 15 684 | −10,26 | 1 309 | −0,98 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 4 095 | −4,23 | 342 | 5,57 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 6 618 | −2,33 | 552 | 7,81 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 17 030 | −0,01 | 1 422 | 10,33 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 3 988 | −2,99 | 333 | 6,75 | ||||
| 2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 3 613 | −17,55 | 302 | −9,06 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 4 351 | −0,46 | 363 | 10,00 | ||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Truefg, Llc | 11 277 | −1,32 | 941 | 8,91 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 87 107 | −7,56 | 6 286 | −11,64 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 893 202 | −55,66 | 74 565 | −51,07 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 3 230 395 | −26,25 | 269 673 | −18,62 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 961 791 | −30,16 | 163 770 | −22,93 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 190 099 | −1,56 | 15 869 | 8,63 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 56 478 | −2,72 | 4 715 | 7,33 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | REDW Wealth LLC | 55 824 | −1,09 | 4 660 | 9,16 | ||||
| 2025-07-22 | NP | TIGGX - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional | 95 014 | −85,49 | 7 844 | −84,11 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 3 169 | −3,18 | 265 | 6,88 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 479 014 | −16,49 | 39 583 | −8,77 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 151 899 | −0,10 | 12 681 | 10,23 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 31 217 | −46,81 | 2 606 | −41,33 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 4 703 | −2,75 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 829 | −8,80 | 236 | 0,85 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II | 212 692 | −11,01 | 17 756 | −1,80 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 217 615 | −0,17 | 18 166 | 10,16 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 26 637 | −36,46 | 2 224 | −29,90 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Summit Global Investments | 4 523 | −6,43 | 0 | |||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II | 257 508 | −10,43 | 21 497 | −1,15 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 4 165 | −1,93 | 348 | 8,10 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | FLRMX - Franklin LifeSmart 2020 Retirement Target Fund Class A | 3 479 | −5,44 | 290 | 4,32 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 85 641 | −4,87 | 7 149 | 4,98 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 163 616 | −2,83 | 13 659 | 7,23 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 352 924 | −0,74 | 29 462 | 9,54 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 2 848 | −3,69 | 238 | 6,28 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 6 631 | −0,63 | 554 | 9,72 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 207 657 | −0,63 | 17 335 | 9,66 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 6 874 | −1,77 | 574 | 8,94 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 28 000 | −1,36 | 2 337 | 8,85 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 18 612 | −0,94 | 1 554 | 9,29 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 4 878 | −96,72 | 14 745 | 7,91 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 4 343 | −5,73 | 329 | 1,55 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 2 952 | −26,69 | 246 | −23,36 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 97 004 | −0,14 | 8 098 | 10,19 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 15 378 | −3,99 | 1 284 | 5,95 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth Fund Class II | 110 558 | −10,25 | 9 229 | −0,96 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 292 510 | −2,16 | 24 419 | 7,96 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 121 675 | −0,43 | 10 157 | 9,88 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 2 660 | −1,74 | 222 | 8,82 | ||||
| 2025-08-22 | 13F | Cim Investment Mangement Inc | 106 727 | −51,30 | 8 910 | −44,28 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 17 699 | −2,66 | 1 477 | 7,42 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 5 145 | −1,08 | 430 | 9,16 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 169 677 | −2,07 | 14 165 | 8,06 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 117 300 | −53,08 | 9 792 | −48,22 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 39 | −17,02 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 143 895 | −0,76 | 12 012 | 9,52 | ||||
| 2025-08-27 | NP | FAIEX - PFM Multi-Manager International Equity Fund Institutional Class | 823 | −10,74 | 69 | −1,45 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 21 765 | −0,37 | 1 817 | 9,93 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II | 65 223 | −9,34 | 5 445 | 0,04 | ||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 571 900 | −36,44 | 47 742 | −29,86 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 198 002 | −4,44 | 16 529 | 5,45 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 24 730 | −0,57 | 2 064 | 9,73 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 19 469 | −19,42 | 1 625 | −11,06 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 40 019 | −1,66 | 3 341 | 8,51 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 154 809 | −0,85 | 12 923 | 9,41 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 469 951 | −0,54 | 122 711 | 9,76 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 37 760 | −3,42 | 3 152 | 6,59 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Elk River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 298 476 | −34,91 | 25 | −27,27 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 407 908 | −6,04 | 451 452 | 3,69 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 15 348 | −15,43 | 1 281 | −4,83 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 2 683 | −10,69 | 224 | −1,76 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 2 857 | −1,38 | 239 | 8,68 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 225 085 | −8,63 | 18 790 | 0,83 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 16 526 | −1,43 | 1 380 | 8,75 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 150 324 | −1,20 | 12 549 | 9,04 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 247 | −22,81 | 21 | −16,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4 174 | −88,72 | 348 | −87,57 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II | 241 850 | −8,03 | 20 190 | 1,49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4 400 | −75,28 | 367 | −72,73 | |||
| 2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 164 187 | −1,85 | 13 706 | 8,31 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 66 815 | −1,08 | 5 578 | 9,16 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 2 486 | −15,36 | 208 | −6,76 | ||||
| 2025-06-26 | NP | HDVAX - Hartford International Equity Fund Class A | 6 719 | −39,59 | 529 | −35,45 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 24 514 | −1,55 | 2 046 | 8,66 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6 872 | −17,18 | 574 | −8,61 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 2 343 | −5,41 | 196 | 4,28 | ||||
| 2025-08-12 | 13F | Camden National Bank | 3 033 | −4,50 | 253 | 5,42 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 32 372 | −1,76 | 2 702 | 4,20 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 4 214 | −0,02 | 352 | 10,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 32 755 829 | −4,10 | 2 734 457 | 5,83 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 115 322 | −0,55 | 9 627 | 9,76 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3 391 | −2,73 | 282 | 7,63 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 36 890 | −4,17 | 3 080 | 5,73 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 5 142 | −31,20 | 429 | −24,07 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 19 830 | −1,44 | 1 655 | 8,74 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 5 097 | −2,39 | 425 | 7,59 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 14 297 | −0,09 | 1 193 | 10,26 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 337 031 | −2,26 | 28 135 | 7,86 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 11 341 | −4,36 | 947 | 5,46 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 908 605 | −29,05 | 75 848 | −21,71 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II | 119 484 | −9,62 | 9 975 | −0,26 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 243 140 | −8,47 | 104 | 0,98 | ||||
| 2025-07-17 | 13F | City Holding Co | 7 950 | −0,66 | 664 | 9,59 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 16 022 | −11,05 | 1 338 | −1,84 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 462 400 | −36,77 | 38 601 | −30,22 | ||||
| 2025-06-26 | NP | USCGX - Capital Growth Fund | 8 677 | −32,71 | 683 | −28,06 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Conservative Fund Class I | 33 313 | −9,28 | 2 781 | 0,11 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 34 061 | −35,95 | 2 395 | −40,45 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 6 476 | −2,73 | 541 | 7,36 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7 695 | −28,29 | 642 | −20,84 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 15 501 | −1,10 | 1 294 | 9,20 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 452 | −9,87 | 121 | 0,84 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 12 010 | −6,79 | 1 003 | 2,87 | ||||
| 2025-04-15 | 13F | Arvest Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - International Value Portfolio Class I | 13 870 | −77,07 | 1 158 | −74,71 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 35 803 | −5,19 | 2 989 | 4,62 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 18 981 | −7,46 | 1 585 | 2,13 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 9 491 | −0,42 | 792 | 9,85 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 2 659 491 | −26,34 | 222 014 | −18,71 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 2 952 | −3,56 | 247 | 18,84 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 4 709 | −14,82 | 393 | −5,98 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 4 506 | −1,66 | 376 | 8,67 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 78 418 | −4,07 | 6 546 | 5,87 | ||||
| 2025-07-29 | NP | FMVIX - Matson Money International Equity VI Portfolio Institutional Class | 10 391 | −6,56 | 858 | 2,27 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 14 258 | −0,68 | 1 190 | 9,58 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 9 723 | −5,17 | 812 | 4,65 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 295 280 | −0,16 | 24 650 | 10,18 | ||||
| 2025-04-22 | 13F | Innealta Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 4 345 | −5,83 | 363 | 3,72 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 9 311 | −0,05 | 777 | 10,37 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 15 712 | −3,54 | 1 311 | 2,26 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 2 568 | −35,85 | 214 | −29,14 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 4 861 | −20,92 | 406 | −12,90 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 38 402 | −9,58 | 3 206 | −0,25 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 14 | −53,33 | 1 | −50,00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 1 944 | −23,01 | 162 | −15,18 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Aggressive Fund Class I | 19 149 | −6,05 | 1 599 | 3,70 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial | 1 144 429 | −8,64 | 95 537 | 0,82 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 14 448 | −2,93 | 1 206 | 7,20 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 5 159 | −75,01 | 431 | −72,45 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 8 474 | −30,44 | 707 | −23,24 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Capital Appreciation Fund Class I | 200 305 | −10,20 | 16 721 | −0,91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB | 286 000 | −13,57 | 23 875 | −4,62 | ||||
| 2025-09-19 | 13F | Watts Gwilliam & Co., LLC | 4 779 | −18,82 | 417 | −6,29 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 5 875 | −3,02 | 490 | 6,99 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 194 | −77,73 | 16 | −75,38 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 50 524 | −8,23 | 4 218 | 1,25 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 696 | −86,27 | 309 | −84,86 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 16 211 | −21,07 | 1 353 | −12,88 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 544 337 | −11,45 | 45 441 | −2,29 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 8 448 | −9,30 | 705 | 0,14 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 77 504 | −4,82 | 6 470 | 5,03 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 4 430 | −4,01 | 370 | 5,73 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 4 660 | −3,76 | 389 | 6,01 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 119 | −60,60 | 10 | −59,09 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2 801 | −1,79 | 234 | 8,37 | ||||
| 2025-07-18 | 13F | United Bank | 7 521 | −1,18 | 628 | 9,04 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 3 346 | −1,62 | 279 | 8,56 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 33 394 | −0,33 | 2 788 | 9,98 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 66 958 | −32,01 | 5 590 | −24,97 | ||||
| 2025-04-17 | 13F | Fortitude Advisory Group L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 409 595 | −2,44 | 34 193 | 7,66 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 43 743 | −11,81 | 3 652 | −2,69 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 421 700 | −3,57 | 116 395 | −1,42 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 66 954 | −8,69 | 5 589 | 0,78 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 46 020 | −8,89 | 3 842 | 0,55 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 86 420 | −2,52 | 7 214 | 7,58 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 20 931 | −23,36 | 1 747 | −15,44 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 13 533 | −13,53 | 1 130 | −4,56 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 74 426 | −4,55 | 6 213 | 5,34 | ||||
| 2025-05-06 | 13F | Winch Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 4 966 | −18,78 | 415 | −10,39 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 2 756 693 | −0,53 | 230 129 | 9,76 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 135 766 | −18,97 | 11 334 | −10,58 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 20 147 | −3,61 | 1 682 | 6,33 | ||||
| 2025-07-14 | 13F | Argent Capital Management Llc | 2 933 | −5,87 | 245 | 3,83 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 24 774 | −0,20 | 2 068 | 10,18 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 6 214 | −3,28 | 519 | 6,58 | ||||
| 2025-08-26 | NP | FLRZX - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class | 14 857 | −0,83 | 1 240 | 9,44 | ||||
| 2025-08-14 | 13F | Conrad N. Hilton Foundation | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 36 512 | −13,08 | 3 048 | −4,09 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 201 | −2,74 | 184 | 15,09 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 444 717 | −0,10 | 37 125 | 10,24 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 105 237 | −3,70 | 8 999 | 3,28 | ||||
| 2025-07-25 | NP | USAWX - World Growth Fund Shares | 3 810 | −75,97 | 315 | −73,70 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 2 797 | −20,72 | 233 | −12,41 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 26 682 | −36,34 | 2 227 | −29,75 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 5 433 | −13,07 | 454 | −4,03 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 7 356 | −3,22 | 614 | 6,78 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 6 747 | −1,50 | 563 | 8,69 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 57 506 | −2,13 | 4 801 | 8,01 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 4 202 | −25,75 | 351 | −18,22 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 72 672 | −1,61 | 6 067 | 4,35 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 27 339 | −1,78 | 2 282 | 8,41 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 6 642 | −3,08 | 554 | 6,95 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 1 703 005 | −0,46 | 142 167 | 9,84 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 3 104 863 | −0,84 | 259 194 | 9,43 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 11 494 | −1,19 | 1 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 5 546 | −15,26 | 463 | −6,67 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 12 818 | −10,71 | 1 070 | −1,47 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 2 742 | −17,76 | 229 | −9,52 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4 088 | −9,26 | 341 | 0,29 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4 588 | −3,90 | 383 | 5,82 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 235 193 | −18,49 | 19 634 | −10,06 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 1 036 601 | −3,62 | 86 535 | 6,36 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 26 268 | −1,04 | 2 193 | 2,86 | ||||
| 2025-05-12 | 13F | Nicollet Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial | 207 837 | −52,06 | 17 350 | −47,10 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 11 829 | −44,70 | 987 | −39,00 | ||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 3 773 | −5,63 | 315 | 3,97 | ||||
| 2025-08-25 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 6 179 | −13,03 | 516 | −4,10 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 19 087 | −4,83 | 1 593 | 5,01 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 16 423 | −33,19 | 1 371 | −26,30 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 6 342 | −1,80 | 529 | 8,40 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 75 985 | −2,22 | 6 343 | 7,91 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 24 974 | −2,10 | 2 085 | 8,04 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 6 365 | −26,97 | 531 | −13,24 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 13 009 | −1,57 | 1 086 | 8,61 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 183 908 | −8,17 | 15 353 | 1,34 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13 034 | −2,45 | 1 088 | 7,72 | ||||
| 2025-07-30 | 13F | MTC Wealth Management LLC | 253 195 | −2,47 | 21 137 | 7,62 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 19 275 | −3,23 | 1 609 | 6,84 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 2 386 | −5,28 | 199 | 4,74 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 24 | −88,79 | 0 | |||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 65 198 | −4,87 | 5 443 | 4,98 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 45 027 | −2,34 | 3 759 | 7,77 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 21 252 | −0,91 | 1 774 | 9,37 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 39 295 | −4,87 | 3 280 | 4,99 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 459 996 | −5,90 | 38 401 | 3,84 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 7 023 | −4,50 | 586 | 5,40 | ||||
| 2025-07-16 | 13F | American National Bank | 2 935 | −5,69 | 245 | 4,26 | ||||
| 2025-08-12 | 13F | Investure, LLC | 1 914 445 | −5,34 | 159 818 | 4,45 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 9 827 | −0,57 | 820 | 9,77 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11 209 | −87,10 | 936 | −85,78 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4 153 | −7,53 | 347 | 2,06 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1 206 | −27,48 | 101 | −20,00 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 32 737 | −3,00 | 2 753 | 7,83 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 600 218 | −31,24 | 50 106 | −24,12 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 571 299 | −18,71 | 47 692 | −10,29 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 178 148 | −1,36 | 14 870 | 8,83 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 80 023 | −1,20 | 6 680 | 9,03 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 113 799 | −17,33 | 8 188 | −21,37 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 7 462 | −0,08 | 623 | 12,27 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast International Growth Portfolio | 524 901 | −3,36 | 43 819 | 6,64 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 176 647 | −0,28 | 14 746 | 22,73 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 4 085 | −27,01 | 341 | −19,39 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 4 343 | −5,73 | 329 | 1,55 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 33 725 | −0,09 | 2 551 | −0,08 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 8 360 | −5,62 | 698 | 4,03 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 24 374 | −3,97 | 2 035 | 5,94 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 3 576 | −0,45 | 298 | 9,96 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 6 145 | −15,60 | 513 | −6,91 | ||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 1 983 | −7,90 | 156 | −1,27 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 116 403 | −0,75 | 8 806 | 6,82 | ||||
| 2025-04-11 | 13F | Tide Cove Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 13 648 | −0,52 | 1 139 | 9,84 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 15 752 | −1,20 | 1 315 | 8,96 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 900 124 | −9,08 | 75 142 | 0,33 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 6 028 | −22,00 | 503 | −13,87 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderate Fund Class I | 196 588 | −11,04 | 16 411 | −1,83 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 3 173 | −57,91 | 265 | −53,68 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 137 519 | −9,84 | 11 480 | −4,27 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 089 | −18,73 | 90 | −11,88 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 338 300 | −27,35 | 28 241 | −19,83 | ||||
| 2025-04-01 | 13F | Confluence Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 8 083 | −6,16 | 612 | 0,99 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 6 243 | −20,04 | 521 | −11,69 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 273 399 | −10,97 | 22 823 | −1,76 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 4 005 | −22,43 | 334 | −14,36 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 20 300 | −0,09 | 1 695 | 10,21 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 39 290 | −0,45 | 3 280 | 9,85 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 13 703 | −2,57 | 1 144 | 7,42 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 242 287 | −0,35 | 20 | 11,11 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6 519 679 | −34,79 | 544 263 | −28,04 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 204 | −8,11 | 17 | 6,25 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 13 | −96,26 | 1 | −100,00 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 10 870 | −5,11 | 907 | 4,73 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3 772 | −48,10 | 315 | −42,81 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 146 056 | −1,27 | 12 193 | 8,94 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 71 108 | −1,05 | 5 936 | 9,20 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 53 796 | −2,83 | 4 491 | 7,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 95 932 | −0,77 | 6 742 | −7,81 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 783 784 | −3,33 | 65 430 | 6,68 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 985 580 | −34,90 | 82 276 | −28,16 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2 656 | −8,98 | 223 | 0,91 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 4 547 | −0,39 | 380 | 9,86 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 62 831 | −0,72 | 5 245 | 9,57 | ||||
| 2025-07-30 | 13F | Matson Money. Inc. | 2 179 335 | −0,02 | 181 931 | 10,32 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 4 857 | −1,14 | 405 | 9,16 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 3 680 | −4,04 | 307 | 5,86 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 61 347 | −5,53 | 5 121 | 4,25 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 4 028 | −1,25 | 336 | 9,09 | ||||
| 2025-03-27 | NP | TCHTX - Transamerica ClearTrack 2020 R1 | 363 | −98,08 | 27 | −98,13 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 360 | −31,03 | 30 | −23,08 | ||||
| 2025-04-15 | 13F | Requisite Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 3 260 | −1,81 | 272 | 8,37 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2 535 | −7,95 | 212 | 1,44 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47 004 | −2,72 | 3 924 | 7,33 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 397 | −48,97 | 33 | −43,10 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 638 | −7,44 | 220 | 1,85 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 64 022 | −6,12 | 5 345 | 3,61 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 2 675 | −24,09 | 223 | −16,17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 25 815 | −23,28 | 2 155 | −12,11 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 77 478 | −0,01 | 6 468 | 10,34 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 803 032 | −4,52 | 67 037 | 5,36 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 65 882 | −66,49 | 6 | −64,29 | ||||
| 2025-05-12 | 13F | Taylor Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4 499 | −8,89 | 376 | 0,54 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 3 789 | −22,78 | 316 | −14,82 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 15 434 | −14,37 | 1 288 | 1,74 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 181 656 | −3,64 | 15 165 | 6,34 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 4 546 | −10,74 | 380 | 1,88 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Balanced Fund Class II | 160 453 | −10,50 | 13 395 | −1,24 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 2 556 | −4,73 | 213 | 5,45 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 3 008 | −1,18 | 251 | 9,13 | ||||
| 2025-05-15 | 13F | Crestline Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Annie E. Casey Foundation, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 36 456 | −61,45 | 3 043 | −57,46 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 206 180 | −4,25 | 17 | 6,25 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 152 | −52,05 | 13 | −47,83 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 991 542 | −1,27 | 82 774 | 8,95 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3 213 | −0,62 | 268 | 9,84 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 18 762 | −39,92 | 1 566 | −33,70 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 317 587 | −1,19 | 26 512 | 9,04 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 37 574 | −6,20 | 3 137 | 3,50 | ||||
| 2025-06-25 | NP | WCCFX - Wells Fargo WealthBuilder Conservative Allocation Fund Class C | 22 628 | −12,76 | 1 781 | −6,66 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 35 070 | −0,50 | 2 928 | 9,79 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 108 122 | −34,91 | 9 026 | −28,18 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1 115 | −20,47 | 93 | −12,26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 31 554 | −43,05 | 2 634 | −37,15 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 3 123 | −78,19 | 261 | −75,99 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 9 153 | −1,81 | 764 | 8,37 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1 311 434 | −0,30 | 109 479 | 10,02 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 6 960 | −0,76 | 581 | 9,62 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 125 410 | −0,45 | 10 469 | 9,85 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 148 130 | −1,58 | 12 | 9,09 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 3 061 | −8,93 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 580 816 | −1,92 | 48 486 | 8,23 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7 423 | −3,81 | 620 | 6,17 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kendall Capital Management | 57 701 | −35,60 | 4 817 | −28,95 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Marquette Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 108 680 | −1,47 | 9 073 | 8,72 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 125 827 | −0,15 | 10 504 | 10,20 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 456 535 | −1,97 | 38 112 | 8,18 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 6 554 | −58,98 | 547 | −54,72 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 30 003 | −9,13 | 2 505 | 0,28 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 11 529 | −3,77 | 962 | 6,18 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 8 163 | −8,65 | 1 | |||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 22 891 | −7,15 | 1 911 | 2,19 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 16 973 | −0,59 | 1 417 | 9,68 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 184 640 | −4,37 | 15 414 | 5,53 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Aggressive Fund Class I | 16 880 | −8,75 | 1 409 | 0,71 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 81 790 | −0,90 | 6 188 | −0,90 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth & Income Fund Class II | 47 513 | −8,99 | 3 966 | 0,43 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 121 | −35,64 | 10 | −28,57 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 510 399 | −0,42 | 42 608 | 9,88 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 8 034 | −11,55 | 671 | −2,47 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 13 229 | −64,08 | 1 104 | −60,37 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 94 886 | −36,65 | 7 921 | −30,09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 272 | −94,47 | 23 | −94,09 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 135 067 | −2,03 | 11 274 | 8,09 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 15 200 | −19,14 | 1 269 | −10,77 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 19 370 | −1,65 | 1 617 | 8,60 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 199 087 | −2,72 | 16 620 | 7,35 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 20 867 | −5,23 | 1 742 | 12,54 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 394 | −59,34 | 33 | −56,16 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 237 490 | −2,42 | 19 826 | 7,68 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 7 997 | −19,62 | 660 | −12,23 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 35 344 | −14,23 | 2 950 | −5,36 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 380 470 | −1,64 | 31 762 | 8,54 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 9 539 | −0,01 | 722 | 7,61 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 98 834 | −3,80 | 8 | 14,29 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 144 985 | −2,48 | 12 103 | 7,62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 9 888 890 | −2,63 | 825 525 | 7,45 | ||||
| 2025-07-09 | 13F | Emprise Bank | 2 633 | −20,19 | 220 | −12,05 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 99 584 | −8,17 | 8 313 | 1,34 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 75 991 | −7,04 | 6 344 | 2,59 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 273 898 | −0,02 | 22 865 | 10,34 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 265 494 | −1,65 | 22 163 | 8,54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 364 750 | −2,35 | 30 449 | 7,75 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 3 276 | −3,11 | 273 | 7,06 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1 150 | −1,37 | 96 | 9,09 | ||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 375 802 | −24,71 | 31 | −16,22 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 224 572 | −0,46 | 18 747 | 9,84 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 8 038 | −12,91 | 671 | −3,87 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 37 097 | −1,77 | 3 097 | 8,40 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 20 975 | −2,73 | 1 751 | 7,30 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 16 314 | −1,17 | 1 362 | 9,05 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 177 173 | −5,31 | 14 790 | 4,49 | ||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 64 095 | −1,03 | 5 351 | 9,21 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 17 995 | −11,50 | 1 502 | −2,34 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 1 450 162 | −9,37 | 121 060 | 0,01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1 336 | −68,77 | 112 | −65,63 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 2 161 672 | −0,82 | 180 | 9,09 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 6 410 | −6,57 | 535 | 3,08 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 649 | −38,13 | 54 | −31,65 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 35 150 | −2,04 | 2 934 | 8,11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 181 014 | −87,87 | 15 | −86,61 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 115 561 | −0,04 | 9 647 | 10,29 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 43 441 | −5,65 | 3 626 | 4,11 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 553 | −2,12 | 46 | 9,52 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 9 867 | −0,32 | 824 | 10,03 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 6 646 | −6,05 | 555 | 3,55 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8 264 | −6,83 | 690 | 2,68 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 38 750 | −10,06 | 3 235 | −0,77 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 23 824 | −20,73 | 1 998 | −13,21 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 424 089 | −4,01 | 35 404 | 5,93 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 118 731 | −0,30 | 9 912 | 10,01 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 565 130 | −0,13 | 47 177 | 10,21 | ||||
| 2025-05-16 | 13F | Canada Post Corp Registered Pension Plan | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | BSW Wealth Partners | 140 368 | −17,10 | 11 718 | −8,53 | ||||
| 2025-07-30 | 13F | Strategic Investment Management, Llc | 253 710 | −14,63 | 21 180 | −5,79 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5 687 | −1,69 | 475 | 8,47 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 2 415 | −94,05 | 202 | −93,45 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1 192 997 | −3,41 | 99 591 | 6,58 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2 593 | −28,31 | 217 | −20,88 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 596 246 | −0,78 | 45 106 | 6,80 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 276 697 | −2,34 | 23 099 | 7,77 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25 911 | −2,33 | 2 163 | 4,85 | ||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 0 | −100,00 | 0 | |||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth & Income Fund Class II | 89 805 | −9,78 | 7 497 | −0,45 | ||||
| 2025-08-14 | 13F | Fmr Llc | 22 985 955 | −1,59 | 1 918 868 | 8,59 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 16 652 | −1,96 | 1 390 | 8,26 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 1 880 108 | −7,81 | 156 951 | 1,73 | ||||
| 2025-05-15 | 13F | Barr E S & Co | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 804 730 | −7,48 | 67 179 | 2,10 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 47 721 | −1,66 | 3 984 | 8,50 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 6 074 | −40,19 | 507 | −33,98 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10 128 262 | −5,10 | 846 | 4,71 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 223 | −92,06 | 269 | −91,24 | ||||
| 2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 5 445 | −3,88 | 429 | 2,88 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 404 491 | −20,55 | 34 | −13,16 | ||||
| 2025-08-13 | 13F | Makena Capital Management Llc | 1 322 675 | −13,89 | 110 311 | −5,07 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 177 155 | −2,66 | 14 474 | −0,46 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 9 405 | −3,67 | 777 | 5,28 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB | 404 370 | −1,70 | 33 757 | 8,47 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 19 056 | −26,73 | 1 591 | −19,17 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 558 980 | −6,55 | 46 664 | 3,12 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 1 082 | −16,38 | 92 | −6,19 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 21 182 | −6,84 | 1 768 | 2,79 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 29 164 | −1,22 | 2 435 | 9,00 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 93 935 | −1,13 | 7 842 | 12,48 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 23 043 | −0,87 | 1 924 | 9,39 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II | 99 467 | −6,28 | 8 304 | 3,43 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 8 530 | −0,89 | 712 | 9,37 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 831 | −4,77 | 403 | 5,22 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 216 902 | −1,46 | 18 107 | 8,73 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 3 272 | −2,97 | 273 | 7,06 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 5 354 | −1,09 | 447 | 9,05 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 1 925 | −4,32 | 161 | 5,26 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 18 173 | −6,07 | 1 375 | −2,21 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 861 | −4,47 | 823 | 4,44 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 20 488 | −2,68 | 1 710 | 7,41 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial | 42 152 | −48,61 | 3 519 | −43,29 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 6 299 | −2,31 | 526 | 7,80 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 15 262 | −10,66 | 1 274 | −1,39 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 236 696 | −9,98 | 19 759 | −0,67 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 17 738 | −76,53 | 1 481 | −74,11 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 23 793 | −1,51 | 1 986 | 8,70 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 5 394 | −41,79 | 408 | −39,38 | ||||
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3 138 | −86,09 | 261 | −83,90 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio | 51 731 | −16,69 | 4 319 | −8,07 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 197 | −43,87 | 16 | −38,46 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 803 253 | −1,25 | 150 536 | 8,97 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 482 105 | −26,60 | 36 471 | −20,99 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 4 682 | −21,64 | 391 | −13,53 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 755 371 | −21,01 | 63 058 | −12,83 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 7 250 | −11,12 | 605 | −1,94 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 6 100 | −6,40 | 509 | 3,25 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 4 029 | −0,59 | 336 | 9,80 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 36 017 | −0,26 | 3 007 | 10,07 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 111 300 | −0,80 | 9 280 | 5,94 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service | 377 500 | −5,27 | 31 514 | 4,53 | ||||
| 2025-08-27 | NP | HCINX - The Institutional International Equity Portfolio HC Strategic Shares | 377 365 | −56,30 | 31 502 | −51,78 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 109 500 | −35,01 | 9 141 | −28,29 | ||||
| 2025-05-08 | 13F | Delap Wealth Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 39 933 | −0,18 | 3 334 | 10,15 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 751 000 | −44,46 | 62 693 | −38,72 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 17 625 | −0,26 | 1 471 | 10,10 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 37 548 | −1,03 | 3 135 | 9,20 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 45 248 | −0,90 | 3 777 | 9,35 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 112 535 | −2,25 | 9 | 12,50 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1 188 | −17,84 | 99 | −9,17 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 5 212 | −2,49 | 435 | 7,67 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II | 418 684 | −10,02 | 34 952 | −0,71 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2 186 | −35,38 | 183 | −28,63 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 102 831 | −0,96 | 8 584 | 9,29 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 42 467 | −0,06 | 3 545 | 10,30 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 32 647 | −0,37 | 2 725 | 9,97 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 4 612 | −23,08 | 378 | −16,56 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 134 935 | −4,01 | 11 264 | 5,92 | ||||
| 2025-08-11 | 13F | Monashee Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 21 055 | −14,51 | 1 758 | −5,69 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 28 438 | −21,77 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 42 211 | −38,89 | 3 524 | −32,57 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 119 138 | −4,75 | 9 013 | 2,53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 696 657 | −23,82 | 58 157 | −15,94 | ||||
| 2025-06-25 | NP | WEAFX - Wells Fargo WealthBuilder Equity Fund Class A | 720 593 | −14,42 | 56 718 | −8,45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 212 827 | −42,38 | 17 779 | −36,37 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 3 762 | −3,59 | 314 | 6,44 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 32 302 | −1,39 | 2 697 | 8,80 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 11 104 | −5,84 | 927 | 3,81 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 41 891 | −7,93 | 3 497 | 1,63 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1 601 603 | −1,54 | 133 702 | 8,65 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 4 228 | −1,10 | 353 | 8,98 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 21 756 | −27,96 | 1 816 | −20,49 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Conservative Fund Class I | 51 172 | −9,73 | 4 272 | −0,40 | ||||
| 2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 314 601 | −4,97 | 26 263 | 4,86 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 5 889 | −31,23 | 492 | −24,11 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 4 974 | −1,84 | 415 | 8,36 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 19 208 | −6,28 | 1 603 | 3,42 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 25 893 | −7,57 | 2 156 | 7,58 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 36 422 | −0,93 | 3 040 | 9,31 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 3 625 084 | −0,31 | 302 622 | 10,01 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B | 8 548 608 | −4,39 | 713 638 | 5,51 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 295 411 | −16,34 | 23 947 | −10,36 | ||||
| 2025-08-14 | 13F | RPTC Inc. | 312 057 | −1,95 | 26 051 | 8,20 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 25 848 | −4,11 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 9 306 | −16,64 | 780 | −7,58 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 29 892 | −0,91 | 2 495 | 9,33 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 585 558 | −0,08 | 549 762 | 10,26 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 2 338 490 | −12,35 | 195 217 | −3,28 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 39 275 | −0,92 | 2 760 | −7,94 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 6 358 | −1,40 | 531 | 8,83 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 14 729 | −14,26 | 1 230 | −5,39 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 3 572 | −2,72 | 298 | 7,58 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 323 646 | −12,48 | 27 018 | −3,42 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 2 575 426 | −0,17 | 214 996 | 10,16 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 113 636 | −0,37 | 9 486 | 9,94 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3 450 389 | −1,51 | 288 039 | 8,68 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NDVR, Inc. | 19 496 | −8,73 | 1 628 | 0,74 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 20 742 | −0,14 | 1 732 | 10,18 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 17 354 | −12,40 | 1 450 | −2,42 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 15 418 | −0,14 | 1 287 | 10,28 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 60 688 | −2,79 | 5 066 | 7,29 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 59 725 | −22,28 | 4 986 | −14,24 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 34 842 | −0,48 | 2 909 | 9,82 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Walleye Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-06-25 | NP | EAAFX - Wells Fargo Asset Allocation Fund Class A | 708 233 | −11,43 | 55 745 | −5,26 | ||||
| 2025-05-13 | 13F | RW Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5 354 | −1,64 | 447 | 8,52 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 62 251 | −4,71 | 5 197 | 5,14 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 5 356 | −75,53 | 447 | 3,23 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 194 079 | −40,71 | 16 202 | −34,58 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 3 005 172 | −10,58 | 250 872 | −1,32 | ||||
| 2025-08-14 | 13F | UBS Group AG | 20 884 114 | −9,74 | 1 743 406 | −0,39 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 39 409 | −11,00 | 3 290 | −1,79 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 1 015 107 | −5,11 | 84 741 | 4,71 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 98 669 | −4,00 | 8 237 | 5,93 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 240 785 | −49,11 | 20 101 | −43,85 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 7 356 | −2,63 | 614 | 7,53 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 71 268 | −18,36 | 5 949 | −9,90 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 8 520 | −11,94 | 711 | −2,74 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 62 344 | −6,25 | 5 204 | 3,46 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 56 228 | −6,71 | 4 694 | 2,94 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 4 571 | −98,78 | 382 | −98,65 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 150 806 | −0,53 | 12 589 | 9,77 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 308 | −90,99 | 26 | −90,31 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 21 235 926 | −14,45 | 1 772 775 | −5,60 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 133 144 | −37,66 | 11 115 | −31,22 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 2 422 | −22,25 | 202 | −14,04 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 76 036 | −2,22 | 6 347 | 7,91 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 274 350 | −0,02 | 22 903 | 10,33 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 56 931 | −13,34 | 4 753 | −4,39 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 85 529 | −6,76 | 7 140 | 10,75 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 602 486 | −16,60 | 50 296 | −7,97 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 56 941 | −7,34 | 4 753 | 1,69 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 129 816 | −84,29 | 10 837 | −82,66 | ||||
| 2025-05-09 | 13F | Prime Buchholz LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 77 873 | −26,45 | 6 617 | −17,39 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 361 | −1,23 | 114 | 8,65 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 11 969 | −17,94 | 999 | −2,54 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 230 262 | −7,19 | 19 222 | 2,42 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 31 464 | −3,38 | 2 627 | 6,62 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8 802 068 | −2,68 | 734 797 | 7,39 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 39 659 | −2,78 | 3 311 | 7,29 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 46 388 | −0,64 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 36 554 | −0,06 | 3 052 | 10,26 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial | 147 723 | −46,16 | 12 332 | −40,59 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 46 789 572 | −7,63 | 3 901 637 | 1,82 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 16 815 | −6,51 | 1 404 | 3,16 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-25 | NP | WGBAX - Wells Fargo WealthBuilder Growth Balanced Fund Class A | 323 141 | −12,22 | 25 434 | −6,10 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Abc Arbitrage Sa | 10 663 | −90,72 | 890 | −89,76 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Chan Zuckerberg Initiative, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4 606 | −0,41 | 385 | 10,03 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 535 | −10,65 | 128 | −0,78 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 13 682 | −1,38 | 1 142 | 8,87 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 792 147 | −0,50 | 66 128 | 9,80 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Lee Financial Co | 26 816 | −0,09 | 2 239 | 10,25 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 14 970 | −14,74 | 1 250 | −5,95 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 280 052 | −4,78 | 23 379 | 5,07 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 504 233 | −31,60 | 42 093 | −24,52 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 166 719 | −7,44 | 13 918 | 2,14 | ||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 366 417 | −4,94 | 30 588 | 4,90 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 4 477 | −8,46 | 374 | 0,81 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 2 760 | −32,96 | 230 | −26,05 | ||||
| 2025-07-25 | NP | USIFX - International Fund Shares | 61 274 | −21,66 | 5 059 | −14,21 | ||||
| 2025-04-11 | 13F | Impact Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 244 827 | −4,16 | 20 438 | 5,76 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 60 917 | −4,18 | 5 085 | 5,74 | ||||
| 2025-06-03 | 13F | Invst, LLC | 22 307 | −11,77 | 1 688 | −5,01 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1 269 967 | −9,44 | 106 017 | −0,07 | ||||
| 2025-08-27 | NP | HCIEX - The International Equity Portfolio HC Strategic Shares | 336 015 | −1,75 | 28 051 | 8,41 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 223 002 | −7,59 | 18 616 | 1,98 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 10 652 | −17,21 | 889 | −8,63 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 133 421 | −0,22 | 11 138 | 10,10 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 13 350 | −0,98 | 1 114 | 9,32 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2 776 | −26,05 | 232 | −12,17 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 165 104 | −2,43 | 13 783 | 7,66 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 285 166 | −3,18 | 23 806 | 6,84 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 27 668 | −0,19 | 2 310 | 10,11 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 52 166 | −1,92 | 4 355 | 8,23 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 463 006 | −3,90 | 205 612 | 6,05 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 67 247 | −13,75 | 5 614 | −4,83 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 17 669 | −5,51 | 1 337 | 1,67 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 11 352 | −17,17 | 948 | −8,59 | ||||
| 2025-04-14 | 13F | Professional Advisory Services Inc | 0 | −100,00 | 0 | |||||
| 2025-05-19 | 13F | Game Plan Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | C V Starr & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 18 306 | −7,55 | 1 528 | 2,07 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 56 056 | −0,51 | 4 680 | 9,78 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 44 227 | −0,41 | 3 692 | 9,91 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 59 098 | −8,81 | 4 933 | 0,63 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 11 919 | −0,38 | 995 | 9,83 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 55 332 | −1,83 | 4 619 | 8,35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 730 380 | −0,48 | 60 972 | 9,82 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 7 889 | −41,00 | 659 | −34,92 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 85 850 | −0,09 | 7 167 | 10,25 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 11 803 | −20,10 | 985 | −11,82 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 7 588 | −53,31 | 633 | −48,49 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 38 746 | −22,77 | 3 235 | −14,78 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 23 851 | −0,68 | 1 991 | 9,64 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Nationwide Fund Advisors | 2 591 526 | −9,87 | 216 341 | −0,54 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 245 250 | −4,53 | 20 473 | 5,36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 87 375 | −95,79 | 7 294 | −95,36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 66 600 | −14,51 | 5 560 | −5,67 | |||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 223 604 | −15,44 | 18 666 | −6,69 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 155 863 | −5,20 | 13 | 8,33 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3 338 | −6,84 | 279 | 2,58 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 4 922 | −0,63 | 403 | 7,49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 15 578 | −11,23 | 1 300 | −2,03 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 58 114 | −14,51 | 4 851 | −5,66 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service | 77 891 | −68,93 | 6 502 | −65,72 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 23 818 | −0,42 | 1 988 | 9,89 | ||||
| 2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 910 | −2,15 | 72 | 4,41 | ||||
| 2025-07-09 | 13F | First Bank & Trust | 21 048 | −0,93 | 1 757 | 9,33 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 269 624 | −3,96 | 22 | 4,76 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 34 637 | −2,62 | 2 891 | 7,47 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 607 723 | −0,17 | 50 733 | 10,16 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 19 043 | −14,10 | 1 590 | −5,25 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 7 013 | −0,50 | 585 | 9,76 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 113 999 | −10,45 | 9 517 | −1,18 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 34 167 | −5,56 | 2 852 | 4,24 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 10 249 | −9,18 | 856 | 0,23 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1 068 | −5,99 | 89 | 4,71 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 175 490 | −1,36 | 14 650 | 8,84 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 22 518 | −11,51 | 1 880 | −2,39 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 46 713 | −3,60 | 3 900 | 6,38 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 3 513 | −4,10 | 293 | 5,78 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 6 375 | −2,64 | 532 | 7,47 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 5 302 | −9,69 | 443 | 7,28 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5 391 301 | −0,82 | 450 066 | 9,45 | ||||
| 2025-05-05 | 13F | Alexander Labrunerie & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 32 535 | −4,68 | 2 716 | 5,19 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 8 934 | −2,30 | 746 | 8,13 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 43 173 | −2,69 | 3 604 | 7,39 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 15 718 | −14,28 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 7 863 | −24,89 | 656 | −12,06 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 1 146 476 | −2,77 | 95 708 | 7,29 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 18 467 | −1,31 | 1 542 | 8,90 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 682 883 | −18,69 | 57 007 | −10,27 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2 575 | −19,78 | 215 | −11,57 | ||||
| 2025-08-05 | 13F | Inlet Private Wealth, LLC | 5 265 | −6,86 | 440 | 2,81 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 3 055 945 | −3,17 | 255 110 | 6,86 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 152 347 | −5,46 | 12 718 | 4,32 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 443 764 | −1,83 | 37 045 | 8,33 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2 425 | −0,16 | 202 | 10,38 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 10 450 | −9,65 | 872 | −0,23 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 53 603 | −2,80 | 4 475 | 7,26 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 19 446 | −0,08 | 1 623 | 10,26 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1 834 | −7,98 | 153 | 2,00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 111 637 | −1,17 | 9 319 | 9,07 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 119 | −17,36 | 9 | −10,00 | ||||
| 2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 1 649 | −2,94 | 130 | 3,20 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 980 | −11,23 | 82 | −2,41 | ||||
| 2025-08-26 | NP | FTRTX - Franklin LifeSmart 2025 Retirement Target Fund CLASS A | 18 067 | −3,60 | 1 508 | 6,42 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 980 | −34,93 | 169 | −25,99 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 4 916 | −4,10 | 387 | 2,39 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 9 673 | −7,05 | 732 | 0,00 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 239 927 | −8,17 | 20 029 | 1,33 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 16 370 | −46,46 | 1 367 | −40,92 | ||||
| 2025-07-30 | 13F | Cabot-Wellington, LLC | 754 560 | −2,93 | 62 991 | 7,12 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 41 125 | −33,82 | 3 433 | −26,96 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 6 145 | −10,98 | 513 | −1,92 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 4 016 | −30,59 | 335 | −23,34 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 72 880 | −6,45 | 6 084 | 3,24 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 7 613 | −9,87 | 636 | −0,63 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 2 725 | −13,46 | 227 | −4,62 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 25 718 | −10,60 | 2 147 | −1,38 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 10 633 | −19,60 | 888 | −10,85 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 266 089 | −52,44 | 22 213 | −47,52 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 529 251 | −0,83 | 44 182 | 9,43 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 3 326 | −0,30 | 0 | |||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 11 636 | −1,31 | 971 | 8,98 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 7 367 | −3,88 | 615 | 6,04 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 528 | −13,30 | 44 | −4,35 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 3 731 582 | −4,22 | 311 512 | 5,69 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 24 685 | −0,21 | 2 061 | 10,10 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 6 276 | −11,67 | 524 | −2,61 | ||||
| 2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 4 376 | −3,95 | 344 | 2,69 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 17 235 | −44,48 | 1 439 | −38,76 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 279 391 | −39,04 | 23 324 | −32,73 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 105 516 | −0,74 | 8 808 | 9,54 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1 502 | −48,63 | 114 | −44,88 | ||||
| 2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | West Bancorporation Inc | 16 767 | −0,56 | 1 400 | 9,73 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 29 426 | −0,00 | 2 456 | 10,33 | ||||
| 2025-05-07 | 13F/A | Meridian Management Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 19 306 | −1,15 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 5 754 | −13,24 | 480 | −4,19 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 2 800 | −0,04 | 234 | 10,43 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 5 370 | −1,76 | 448 | 8,47 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 7 684 | −12,51 | 641 | −3,46 | ||||
| 2025-04-21 | 13F | Accelerate Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5 369 | −9,69 | 448 | −0,22 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 13 099 | −1,87 | 1 093 | 8,33 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 853 785 | −0,39 | 71 274 | 9,92 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 7 960 | −0,33 | 665 | 9,93 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 62 062 | −1,22 | 5 181 | 9,01 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 19 074 | −1,76 | 1 592 | 8,45 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 34 737 | −35,75 | 2 900 | −29,12 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 203 | −47,14 | 17 | −44,83 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Team Hewins, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 224 766 | −0,89 | 18 763 | 9,37 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 784 | −0,26 | 483 | 6,64 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 6 349 | −0,24 | 530 | 10,19 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 101 975 | −0,04 | 8 513 | 10,30 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 85 956 | −4,67 | 7 | 16,67 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 350 | −8,62 | 29 | 3,57 | ||||
| 2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 5 547 | −4,15 | 437 | 2,59 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 15 068 | −3,12 | 1 258 | 6,89 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 18 534 | −40,15 | 1 547 | −33,95 | ||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 748 859 | −0,65 | 62 515 | 9,64 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 9 179 | −11,42 | 766 | −2,17 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 5 126 | −1,78 | 0 | |||||
| 2025-08-05 | 13F | Burney Co/ | 3 137 | −22,90 | 262 | −14,98 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 1 498 | −99,68 | 125 | −99,65 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 2 839 | −72,92 | 237 | −70,11 | ||||
| 2025-07-29 | 13F | First National Bank of Hutchinson | 5 121 | −15,00 | 428 | −6,15 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 607 789 | −10,19 | 50 738 | 6,68 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 178 099 | −4,64 | 14 855 | 5,15 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 4 915 | −57,53 | 410 | −53,14 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 187 450 | −15,40 | 14 396 | −14,11 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 15 802 | −2,73 | 1 319 | 7,41 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 61 125 | −6,95 | 5 103 | 14,52 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Ledyard National Bank | 605 754 | −2,18 | 50 568 | 7,95 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 353 472 | −0,15 | 30 | 11,54 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 94 874 | −0,08 | 7 920 | 10,28 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 1 177 610 | −1,87 | 98 306 | 8,28 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11 621 | −1,01 | 1 | |||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 57 399 | −0,12 | 4 792 | 10,21 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 2 743 | −10,24 | 229 | −1,30 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 2 895 | −18,98 | 242 | −10,74 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 146 312 | −13,64 | 12 214 | −4,70 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 271 801 | −11,53 | 106 170 | −2,37 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 16 956 | −0,67 | 1 415 | 9,60 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 29 225 | −11,69 | 2 440 | −2,56 | ||||
| 2025-05-07 | 13F | Ridgewood Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 84 534 | −11,74 | 7 203 | 1,22 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4 475 | −42,78 | 377 | −35,33 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 12 729 | −13,36 | 1 063 | −4,41 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 10 826 | −15,18 | 430 | −20,07 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 21 382 | −76,67 | 1 785 | −74,27 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 500 448 | −0,68 | 41 777 | 9,60 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 2 881 | −0,45 | 241 | 10,09 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB | 910 500 | −6,58 | 76 009 | 3,09 | ||||
| 2025-05-12 | 13F | Traynor Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 231 822 | −0,12 | 19 353 | 10,22 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-06-25 | NP | WMBGX - Wells Fargo WealthBuilder Moderate Balanced Fund Class A | 98 437 | −11,51 | 7 748 | −5,34 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 744 172 | −5,73 | 229 083 | 4,03 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 95 240 | −4,93 | 7 951 | 4,91 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 16 294 | −0,52 | 1 360 | 9,77 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 579 347 | −2,52 | 48 364 | 7,56 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 9 170 | −8,86 | 766 | 0,53 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 7 029 | −1,61 | 587 | 8,52 | ||||
| 2025-06-25 | NP | WGAFX - Wells Fargo WealthBuilder Growth Allocation Fund Class A | 177 842 | −13,45 | 13 998 | −7,42 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 26 | −88,65 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 71 413 | −6,29 | 5 962 | 3,42 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 59 407 | −3,60 | 4 498 | −0,13 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II | 250 882 | −10,31 | 20 944 | −1,03 | ||||
| 2025-08-12 | 13F | Northwestern Mutual Investment Management Company, Llc | 221 238 | −34,10 | 18 469 | −27,29 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 53 125 | −56,43 | 4 435 | −51,92 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 7 746 | −3,22 | 647 | 6,78 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 4 155 | −64,37 | 347 | −60,77 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 5 080 | −26,39 | 424 | −18,77 | ||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 3 972 | −2,26 | 332 | 7,82 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 45 866 | −18,54 | 4 | −25,00 | ||||
| 2025-03-27 | NP | TCFTX - Transamerica ClearTrack 2015 R1 | 358 | −98,23 | 26 | −98,26 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 12 450 | −1,69 | 1 023 | 7,68 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 64 903 | −7,44 | 5 418 | 2,15 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Passaic Partners LLC | 2 017 500 | −0,84 | 168 421 | 9,42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 336 548 | −0,09 | 111 575 | 10,25 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 148 | −29,87 | 96 | −22,76 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 7 403 | −3,17 | 618 | 6,92 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 235 020 | −1,71 | 19 619 | 8,46 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 139 865 | −6,82 | 11 676 | 2,83 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 374 616 | −1,23 | 31 273 | 8,99 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 12 888 | −2,42 | 1 076 | 7,61 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 278 | −5,05 | 107 | 4,95 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 1 223 169 | −1,72 | 101 902 | 7,68 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 14 615 | −0,52 | 1 208 | 21,18 | ||||
| 2025-08-14 | 13F | Wilshire Associates Inc | 51 731 | −88,34 | 4 319 | 28,70 | ||||
| 2025-04-29 | 13F/A | Huntleigh Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 4 538 | −75,70 | 379 | −73,23 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 7 624 | −3,58 | 636 | 6,35 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 17 695 | −10,42 | 1 477 | −1,14 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 870 937 | −2,22 | 73 | 7,46 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 6 225 | −21,34 | 520 | −13,21 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 16 005 | −2,03 | 1 336 | 8,18 |
