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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-15 | 13F | Evanson Asset Management, LLC | 10 096 | −0,04 | 4 287 | 17,52 | ||||
2025-08-05 | 13F | Core Alternative Capital | 232 | −7,20 | 99 | 8,89 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 1 799 924 | −2,95 | 764 212 | 14,11 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 584 | −35,23 | 3 645 | −23,85 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20 119 | −0,03 | 8 542 | 17,55 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 1 809 | −18,44 | 768 | −4,00 | ||||
2025-07-15 | 13F | Graypoint LLC | 188 271 | −2,05 | 79 936 | 15,17 | ||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 1 486 | −5,89 | 631 | 10,70 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 418 | −1,39 | 1 027 | 15,93 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 720 | −22,41 | 0 | |||||
2025-07-29 | 13F | Planned Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 9 846 | −2,77 | 4 181 | 14,33 | ||||
2025-07-07 | 13F | RB Capital Management, LLC | 781 | −10,23 | 332 | 5,41 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 100 625 | −41,15 | 42 725 | −30,80 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 2 379 | −0,08 | 1 010 | 17,58 | ||||
2025-04-25 | 13F | Sicart Associates LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Veracity Capital LLC | 5 896 | −3,47 | 2 503 | 13,51 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2 772 | −0,79 | 1 177 | 16,55 | ||||
2025-08-27 | NP | OALGX - Optimum Large Cap Growth Fund Class A | 10 516 | −15,07 | 4 465 | −0,16 | ||||
2025-08-06 | 13F | North Capital, Inc. | 1 391 | −0,50 | 591 | 17,06 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 103 644 | −0,40 | 44 005 | 17,11 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 3 342 | −54,64 | 1 421 | −46,58 | ||||
2025-08-14 | 13F | Macquarie Group Ltd | 10 516 | −15,07 | 4 465 | −0,13 | ||||
2025-04-29 | 13F | Calamos Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Financial Life Planners | 1 387 | −2,80 | 589 | 14,17 | ||||
2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 1 621 | −12,24 | 688 | 3,30 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 789 | −80,07 | 1 184 | −76,56 | ||||
2025-08-12 | 13F | Boston Research & Management Inc | 643 | −10,94 | 0 | |||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Community Bank, N.A. | 22 408 | −0,37 | 9 514 | 17,14 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 5 126 | −0,58 | 2 177 | 16,93 | ||||
2025-08-14 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 091 | −8,40 | 414 | −13,60 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2 159 | −2,44 | 917 | 14,64 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 1 642 | −0,97 | 697 | 16,56 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 5 848 | −0,46 | 2 483 | 17,07 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 16 627 | −1,71 | 7 059 | 15,57 | ||||
2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6 920 | −1,55 | 2 938 | 15,76 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 20 918 | −3,04 | 7 553 | −13,29 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 1 185 | −6,03 | 503 | 10,55 | ||||
2025-07-29 | 13F | Hoese & Co LLP | 5 486 | −11,40 | 2 329 | 4,21 | ||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 121 425 | −0,13 | 51 555 | 17,43 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 405 606 | −1,25 | 173 709 | 17,12 | ||||
2025-08-07 | 13F | Northwest Bancshares, Inc. | 1 025 | −2,57 | 435 | 14,78 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 867 | −19,72 | 368 | −5,40 | ||||
2025-08-04 | 13F | NWK Group, Inc. | 2 976 | −16,83 | 1 264 | −2,17 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 31 800 | −25,35 | 13 502 | −12,23 | |||
2025-07-30 | 13F | Klingenstein Fields & Co Lp | 1 355 | −3,56 | 575 | 13,41 | ||||
2025-07-07 | 13F | RDA Financial Network | 549 | −1,26 | 233 | 16,50 | ||||
2025-08-14 | 13F | Planwiser Financial, Llc | 905 | −11,71 | 399 | 4,72 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Tranquility Partners, LLC | 4 621 | −0,22 | 1 962 | 17,34 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 1 741 | −0,68 | 739 | 16,93 | ||||
2025-07-15 | 13F | Riverbridge Partners Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 3 438 | −0,35 | 1 460 | 17,19 | ||||
2025-08-01 | 13F | Jennison Associates Llc | 21 025 | −78,38 | 8 927 | −74,58 | ||||
2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 2 322 | −5,76 | 986 | 10,80 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-17 | 13F | Park Place Capital Corp | 7 324 | −15,19 | 3 077 | −1,35 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 34 567 | −4,56 | 14 677 | 12,22 | ||||
2025-05-16 | 13F | Strait & Sound Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Benjamin Edwards Inc | 2 040 | −37,29 | 866 | −26,24 | ||||
2025-07-15 | 13F | Bank Of Stockton | 1 015 | −2,40 | 431 | 14,67 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 775 136 | −2,16 | 329 | 15,03 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 2 858 | −0,14 | 1 213 | 17,42 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 12 902 | −2,63 | 5 478 | 14,49 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 5 708 | −41,06 | 2 424 | −30,71 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 1 989 | −0,15 | 844 | 17,39 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 3 897 | −1,19 | 1 655 | 16,15 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7 421 | −8,62 | 3 150 | 7,44 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 68 945 | −2,87 | 29 273 | 14,21 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 603 | −0,50 | 256 | 17,43 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 2 234 | −13,07 | 949 | 2,16 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 20 601 | −1,52 | 8 747 | 15,80 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 155 524 | −0,12 | 66 032 | 17,44 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 23 134 | −0,57 | 9 822 | 16,91 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 3 799 | −8,81 | 1 | 0,00 | ||||
2025-04-29 | 13F | Truist Financial Corp | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-05-15 | 13F | National Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Ewa, Llc | 3 805 | −0,31 | 1 616 | 17,20 | ||||
2025-07-23 | 13F | Canopy Partners, LLC | 657 | −12,63 | 279 | 2,58 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 1 364 | −19,48 | 579 | −5,40 | ||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Copia Wealth Management | 926 | −6,46 | 393 | 10,08 | ||||
2025-05-14 | 13F | Edgewood Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 11 363 | −5,88 | 4 825 | −0,50 | ||||
2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 49 234 | −6,36 | 20 904 | 10,10 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 21 745 | −0,29 | 9 233 | 17,25 | ||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 2 915 | −5,05 | 1 238 | 11,64 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 104 704 | −3,15 | 894 | 13,90 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 1 033 | −8,34 | 439 | 7,88 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 3 399 | −4,06 | 1 443 | 12,82 | ||||
2025-08-14 | 13F | Wedgewood Partners Inc | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Islay Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2 630 | −8,62 | 1 117 | 7,41 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 36 500 | −0,39 | 15 497 | 17,13 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 20 799 | −1,05 | 8 831 | 16,35 | ||||
2025-04-23 | 13F | Sabal Trust CO | 7 267 | −3,36 | 2 624 | −13,08 | ||||
2025-07-09 | 13F | Westshore Wealth, LLC | 44 896 | −1,59 | 19 062 | 15,71 | ||||
2025-07-30 | 13F | Cornerstone Advisory, LLC | 18 173 | −1,83 | 7 716 | 12,28 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Baron Financial Group, LLC | 7 751 | −2,06 | 3 291 | 15,16 | ||||
2025-05-08 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | New Republic Capital, LLC | 912 | −38,25 | 387 | −27,39 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 12 453 | −1,32 | 5 | 25,00 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 388 | −0,26 | 165 | 17,14 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 16 381 | −7,87 | 6 955 | 8,33 | ||||
2025-07-17 | 13F | HCR Wealth Advisors | 918 | −5,94 | 390 | 10,51 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Detalus Advisors, LLC | 5 583 | −0,02 | 2 370 | 17,56 | ||||
2025-05-15 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Regimen Wealth, Llc | 3 463 | −14,87 | 1 470 | 0,14 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 128 978 | −6,49 | 54 761 | 9,96 | ||||
2025-05-12 | 13F | Measured Wealth Private Client Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 188 769 | −1,27 | 80 155 | 16,09 | ||||
2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 34 673 | −1,73 | 14 721 | 15,55 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | City Holding Co | 17 414 | −3,06 | 7 393 | 14,00 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Summit Financial, LLC | 36 749 | −5,56 | 15 603 | 11,05 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 1 681 | −2,10 | 714 | 15,00 | ||||
2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Lake Street Financial Llc | 699 | −5,80 | 297 | 10,86 | ||||
2025-08-14 | 13F | Abbot Financial Management, Inc. | 896 | −1,32 | 380 | 16,21 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 704 | −1,81 | 299 | 15,50 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | Peregrine Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 2 848 | −25,25 | 1 209 | −12,07 | ||||
2025-07-10 | 13F | Trust Point Inc. | 6 408 | −2,73 | 2 721 | 14,38 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 13 179 | −4,67 | 5 595 | 12,10 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 6 768 | −4,46 | 2 873 | 12,31 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 1 910 | −3,49 | 811 | 13,59 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 415 | −39,15 | 176 | −28,46 | ||||
2025-05-09 | 13F | Briaud Financial Planning, Inc | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Atlas Brown,Inc. | 10 598 | −1,63 | 4 500 | 15,66 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 3 521 | −0,62 | 1 495 | 16,81 | ||||
2025-08-13 | 13F | Invesco Ltd. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 810 | −8,06 | 344 | 7,86 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 13 237 | −0,15 | 5 620 | 17,43 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 6 134 | −3,70 | 2 604 | 13,22 | ||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 9 658 | −0,09 | 4 100 | 17,48 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 1 304 | −12,95 | 554 | 2,41 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 4 059 | −4,81 | 1 723 | 11,96 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 21 392 | −0,62 | 9 082 | 16,86 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 498 | −33,33 | 211 | −21,93 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 745 | −0,78 | 8 383 | 16,67 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 8 636 | −10,52 | 3 667 | −5,39 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 1 733 | −1,03 | 736 | 16,30 | ||||
2025-07-29 | 13F | Private Trust Co Na | 11 012 | −7,94 | 4 675 | 8,24 | ||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 7 369 | −0,58 | 3 129 | 16,89 | ||||
2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Family Management Corp | 2 339 | −3,15 | 993 | 13,88 | ||||
2025-08-12 | 13F | RPG Investment Advisory, LLC | 1 372 | −50,61 | 583 | −41,97 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-21 | 13F | Quent Capital, LLC | 19 430 | −4,94 | 8 250 | 11,78 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 26 953 | −15,31 | 11 462 | 0,69 | ||||
2025-05-16 | 13F | Fred Alger Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Diversified Trust Co | 22 595 | −5,57 | 9 593 | 11,04 | ||||
2025-07-07 | 13F | Lwm Advisors Inc | 51 404 | −1,17 | 21 825 | 11,97 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 3 113 | −0,80 | 1 | 0,00 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 2 859 | −1,41 | 1 214 | 15,85 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 134 261 | −60,38 | 57 | −56,15 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 6 118 | −82,10 | 2 598 | −78,96 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 12 743 | −0,60 | 5 410 | 16,87 | ||||
2025-05-08 | NP | QMLFX - Quantified Market Leaders Fund Investor Class Shares | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 4 069 | −30,71 | 1 728 | −18,54 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 8 015 | −4,89 | 3 609 | 16,80 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 12 591 | −0,40 | 5 346 | 17,11 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 696 428 | −53,98 | 295 691 | −45,89 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9 846 | −6,66 | 4 180 | 9,74 | ||||
2025-08-13 | 13F | Berbice Capital Management LLC | 3 329 | −31,06 | 1 413 | −18,93 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 4 482 | −0,44 | 1 903 | 17,11 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 6 870 | −1,36 | 2 481 | −11,33 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 46 872 | −0,47 | 19 901 | 17,02 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 2 629 | −17,33 | 1 116 | −2,79 | ||||
2025-08-04 | 13F | Haven Private, LLC | 500 | −25,71 | 212 | −12,76 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 3 140 | −6,69 | 1 333 | 9,71 | ||||
2025-08-13 | 13F | Schroder Investment Management Group | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 202 | −42,94 | 1 345 | −34,13 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 112 659 | −1,79 | 47 833 | 15,47 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9 438 | −77,16 | 4 007 | −73,15 | ||||
2025-08-13 | 13F | ESL Trust Services, LLC | 1 353 | −2,87 | 574 | 14,12 | ||||
2025-07-21 | 13F | Compass Planning Associates Inc | 70 | −81,23 | 30 | −78,36 | ||||
2025-08-14 | 13F | Novus Advisors, Llc | 1 416 | −17,67 | 601 | −3,22 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28 610 | −1,89 | 12 147 | 15,37 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 10 239 | −40,61 | 4 347 | −30,16 | ||||
2025-04-21 | 13F | Shelton Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 3 626 | −2,05 | 1 555 | 20,00 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 725 | −4,75 | 732 | 12,10 | ||||
2025-08-08 | 13F | Renasant Bank | 4 091 | −0,27 | 1 737 | 17,22 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 1 596 | −1,24 | 678 | 16,12 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 4 319 | −3,31 | 1 834 | 13,64 | ||||
2025-07-29 | 13F | Regions Financial Corp | 467 049 | −0,93 | 198 300 | 16,49 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | GeoWealth Management, LLC | 205 | −99,44 | 87 | −99,34 | ||||
2025-08-06 | 13F | Eukles Asset Management | 23 110 | −0,96 | 9 812 | 16,45 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 2 001 | −3,15 | 850 | 13,81 | ||||
2025-04-14 | 13F | Outlook Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Berkshire Bank | 1 017 | −1,26 | 432 | 16,17 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 571 | −88,71 | 0 | −100,00 | ||||
2025-07-15 | 13F | FMA Wealth Management, LLC | 29 302 | −7,61 | 12 441 | −0,60 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 55 940 | −0,45 | 23 751 | 17,06 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 11 020 | −2,19 | 4 679 | 15,00 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 36 024 | −5,07 | 15 295 | 11,62 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 5 410 | −1,99 | 2 297 | 15,25 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 48 852 | −1,02 | 20 742 | 16,38 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 17 386 | −1,75 | 7 382 | 15,53 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 2 182 | −0,23 | 927 | 17,36 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 4 421 | −0,32 | 1 877 | 17,24 | ||||
2025-07-31 | 13F | Auour Investments LLC | 6 299 | −1,39 | 2 674 | 14,13 | ||||
2025-07-29 | 13F | William Blair Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 18 649 | −5,18 | 7 918 | 11,51 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 40 215 | −0,70 | 17 074 | 16,76 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 1 013 | −32,33 | 430 | −20,37 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 48 493 | −19,91 | 20 589 | −5,83 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 3 670 | −4,38 | 1 558 | 12,49 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9 877 | −6,45 | 4 312 | 9,66 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 37 842 | −7,17 | 16 067 | 9,15 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 4 000 | −0,89 | 1 698 | 16,54 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 75 632 | −4,81 | 32 112 | 11,93 | ||||
2025-07-11 | 13F | Bell Bank | 1 700 | −3,74 | 722 | 13,19 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 273 670 | −52,80 | 116 | −44,50 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 861 | −1,71 | 366 | 15,51 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 499 104 | −3,62 | 211 910 | 13,33 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 956 | −9,56 | 0 | |||||
2025-08-13 | 13F | Sands Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 2 048 | −8,24 | 870 | 7,95 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 205 395 | −0,16 | 87 207 | 17,39 | ||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 4 082 | −10,78 | 1 733 | 4,90 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 1 126 | −10,92 | 473 | 3,73 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1 751 | −5,25 | 743 | 11,39 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 6 368 | −1,32 | 2 704 | 16,01 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 54 635 | −4,20 | 23 | 15,00 | ||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 39 405 | −1,90 | 14 229 | −11,79 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | American National Bank | 733 | −31,56 | 311 | −19,43 | ||||
2025-07-09 | 13F | Finley Financial, LLC | 30 815 | −4,55 | 13 083 | 10,51 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 22 228 | −5,42 | 9 438 | 11,21 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3 768 | −7,76 | 1 600 | 8,41 | ||||
2025-07-22 | 13F | Willner & Heller, Llc | 9 640 | −9,01 | 4 093 | 6,98 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 8 825 | −0,52 | 3 747 | 16,95 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 5 712 | −0,30 | 2 425 | 17,26 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 6 559 | −4,29 | 2 785 | 12,53 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 1 262 727 | −5,57 | 536 135 | 11,04 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 4 614 | −2,66 | 1 959 | 14,44 | ||||
2025-04-21 | 13F | Janney Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 134 | −34,63 | 57 | −24,32 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 42 349 | −1,29 | 17 981 | 16,07 | ||||
2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 147 458 | −0,10 | 63 | 16,98 | ||||
2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 2 152 | −2,05 | 914 | 15,13 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 305 750 | −1,61 | 129 815 | 15,69 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2 916 | −0,92 | 1 238 | 16,57 | ||||
2025-05-01 | 13F | Fulton Breakefield Broenniman Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 12 781 | −0,35 | 5 427 | 17,17 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 7 170 | −0,14 | 3 044 | 17,44 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 1 069 | −36,03 | 454 | −24,88 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16 667 | −4,27 | 7 077 | 12,57 | ||||
2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1 499 825 | −5,53 | 637 382 | 11,20 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 627 | −7,66 | 266 | 8,57 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 23 589 | −1,14 | 10 015 | 16,25 | ||||
2025-08-08 | 13F | Union Savings Bank | 2 208 | −10,68 | 972 | 8,97 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 13 823 | −2,81 | 5 869 | 14,27 | ||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 10 111 | −1,77 | 4 293 | 15,50 | ||||
2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 581 381 | −57,95 | 246 843 | −50,55 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 174 992 | −4,72 | 74 298 | 12,03 | ||||
2025-08-11 | 13F | Oder Investment Management, LLC | 947 | −0,32 | 402 | 17,20 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 47 058 | −0,43 | 19 980 | 17,08 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 4 904 | −19,95 | 2 082 | −5,92 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 29 116 | −0,17 | 12 362 | 17,39 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 8 028 | −0,55 | 3 408 | 16,95 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 1 870 | −46,39 | 794 | −36,93 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 784 | −13,85 | 333 | 1,22 | ||||
2025-08-11 | 13F | Intrust Bank Na | 4 476 | −0,20 | 1 900 | 17,36 | ||||
2025-08-12 | 13F | Braun Stacey Associates Inc | 899 | −25,52 | 382 | −12,41 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 6 228 | −11,88 | 2 644 | 7,04 | ||||
2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 60 603 | −0,67 | 21 883 | −10,69 | ||||
2025-08-08 | 13F | Breed's Hill Capital LLC | 18 724 | −1,53 | 7 950 | 15,79 | ||||
2025-08-06 | 13F | OneAscent Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 7 516 | −0,56 | 3 191 | 16,93 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 695 | −4,33 | 1 144 | 12,49 | ||||
2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 102 098 | −0,09 | 43 | 19,44 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 34 546 | −1,30 | 14 668 | 16,05 | ||||
2025-08-08 | 13F | Advisory Resource Group | 3 273 | −4,52 | 1 390 | 12,29 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 13 344 | −0,48 | 5 666 | 17,02 | ||||
2025-08-08 | 13F | First Western Trust Bank | 16 068 | −6,79 | 6 822 | 9,61 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 29 983 | −18,22 | 12 730 | −3,84 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Webster Bank, N. A. | 1 358 | −5,03 | 577 | 11,63 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 29 307 | −0,13 | 12 443 | 17,43 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 12 963 | −2,23 | 5 504 | 14,96 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 153 | −1,29 | 65 | 16,36 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 1 296 | −36,22 | 550 | −24,97 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 20 549 | −0,34 | 8 725 | 17,18 | ||||
2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Main Management LLC | 915 | −56,96 | 0 | |||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 24 320 | −19,60 | 10 326 | −5,46 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 13 431 | −55,12 | 5 703 | −47,23 | ||||
2025-05-13 | 13F | Redmond Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 89 833 | −4,93 | 38 141 | 11,79 | ||||
2025-04-15 | 13F | Members Wealth Llc | 2 144 | −8,61 | 774 | −19,63 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-01 | 13F | First National Bank Sioux Falls | 7 036 | −0,14 | 2 987 | 17,41 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 1 070 | −0,56 | 454 | 17,01 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 18 598 | −12,10 | 7 896 | 3,36 | ||||
2025-07-14 | 13F | Mechanics Bank Trust Department | 8 395 | −3,67 | 3 564 | 13,29 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 1 120 | −15,60 | 404 | −24,06 | ||||
2025-09-11 | NP | CFGRX - The Growth Fund Shares | 11 100 | −51,70 | 4 889 | −42,00 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 4 018 | −1,23 | 1 706 | 16,14 | ||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 18 840 | −97,61 | 8 | −97,18 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 17 808 | −4,82 | 7 561 | 11,93 | ||||
2025-07-18 | 13F | Cooper Financial Group | 5 479 | −4,91 | 2 326 | 11,83 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 14 295 | −0,21 | 6 069 | 17,34 | ||||
2025-07-28 | 13F | Td Asset Management Inc | 5 285 | −10,32 | 2 244 | 5,45 | ||||
2025-08-11 | 13F | Johnson Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Bravias Capital Group, LLC | 1 051 | −0,28 | 446 | 17,37 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 20 764 | −5,56 | 8 816 | 11,03 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 8 044 | −1,32 | 3 415 | 16,04 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 1 891 | −6,20 | 803 | 10,32 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 425 | −2,97 | 180 | 13,92 | ||||
2025-08-07 | 13F | Wilkins Investment Counsel Inc | 600 | −33,99 | 255 | −22,56 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 36 469 | −0,40 | 15 484 | 17,11 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 100 535 | −3,06 | 42 685 | 13,98 | ||||
2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 53 998 | −2,58 | 22 927 | 14,55 | ||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 754 | −6,80 | 320 | 9,59 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 1 194 | −9,20 | 507 | −4,17 | ||||
2025-05-02 | 13F | Dynasty Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 218 300 | −0,88 | 92 686 | 16,55 | ||||
2025-05-07 | 13F | Sather Financial Group Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 2 806 | −1,89 | 1 191 | 15,41 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 476 | −4,03 | 202 | 12,85 | ||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 5 252 | −7,01 | 2 230 | 9,32 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2 118 | −19,56 | 899 | −5,37 | ||||
2025-07-21 | 13F | Portfolio Strategies, Inc. | 98 426 | −0,59 | 41 776 | 16,85 | ||||
2025-08-05 | 13F | Tsfg, Llc | 77 754 | −13,19 | 33 | 3,13 | ||||
2025-07-21 | 13F | Custos Family Office, LLC | 6 808 | −6,11 | 2 891 | 10,39 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 4 695 | −2,82 | 1 993 | 14,28 | ||||
2025-07-08 | 13F | Ballew Advisors, Inc | 3 043 | −1,10 | 1 303 | 21,10 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 44 279 | −4,09 | 18 800 | 12,77 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 937 942 | −3,05 | 398 232 | 14,00 | ||||
2025-08-14 | 13F | Tandem Financial, LLC | 10 251 | −45,96 | 4 353 | −36,47 | ||||
2025-08-15 | 13F | Howland Capital Management Llc | 8 882 | −0,97 | 3 771 | 16,46 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 2 321 | −3,93 | 986 | 12,96 | ||||
2025-07-11 | 13F | Baugh & Associates, LLC | 510 | −26,09 | 217 | −13,25 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 1 021 | −5,11 | 433 | 11,60 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 6 722 | −34,52 | 2 854 | −23,02 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 558 416 | −1,78 | 237 092 | 15,49 | ||||
2025-07-08 | 13F | Little House Capital Llc | 1 822 | −5,60 | 774 | 11,06 | ||||
2025-07-15 | 13F | Verum Partners LLC | 11 152 | −1,30 | 4 735 | 16,06 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 11 760 | −2,06 | 4 993 | 15,18 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 913 | −12,04 | 388 | 3,48 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 2 518 | −82,83 | 1 069 | −79,81 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 4 518 | −2,19 | 1 918 | 15,06 | ||||
2025-08-12 | 13F | MAI Capital Management | 398 651 | −5,20 | 169 259 | 11,47 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 1 522 | −40,80 | 646 | −30,39 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 424 | −2,40 | 605 | 14,83 | ||||
2025-08-12 | 13F | Westfield Capital Management Co Lp | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | City State Bank | 1 066 | −1,84 | 453 | 15,31 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 625 | −67,29 | 263 | −60,48 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 94 750 | −22,58 | 40 229 | −12,28 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 2 196 | −0,09 | 933 | 17,53 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 30 | −43,40 | 13 | −36,84 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 50 338 | −0,93 | 21 373 | 16,49 | ||||
2025-04-21 | 13F | Bigelow Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 120 556 | −0,34 | 51 186 | 17,18 | ||||
2025-05-13 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Integrated Capital Management, Inc. | 6 221 | −2,12 | 2 641 | 15,08 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 104 518 | −0,54 | 44 327 | 16,90 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 1 874 | −0,85 | 796 | 16,57 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 629 | −8,44 | 267 | 7,66 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 2 291 | −1,63 | 973 | 15,71 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 6 401 | −27,60 | 2 718 | −14,85 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 3 350 | −5,63 | 1 422 | 11,01 | ||||
2025-08-08 | 13F | Sustainable Growth Advisers, LP | 17 256 | −7,04 | 7 327 | 9,31 | ||||
2025-08-12 | 13F | MWA Asset Management | 4 175 | −5,26 | 1 773 | 11,38 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6 421 | −2,82 | 2 726 | 14,30 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 4 933 | −10,21 | 2 094 | 5,60 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 7 261 | −0,27 | 3 083 | 17,23 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 5 428 | −8,43 | 2 305 | 7,66 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 9 850 | −33,96 | 4 182 | −22,34 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 14 919 | −4,03 | 6 | 20,00 | ||||
2025-07-29 | NP | JHBCDX - Blue Chip Growth Fund Class NAV | 150 000 | −40,00 | 59 914 | −39,27 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 11 721 | −2,39 | 4 977 | 14,76 | ||||
2025-05-08 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 1 100 | −57,69 | 467 | −50,21 | |||
2025-05-08 | 13F | Aegis Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | −75,00 | 42 | −70,83 | |||
2025-07-09 | 13F | PFW Advisors LLC | 66 710 | −3,47 | 28 324 | 13,50 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 3 583 | −2,29 | 2 | 0,00 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 31 546 | −0,66 | 13 394 | 16,81 | ||||
2025-08-13 | 13F | F/M Investments LLC | 939 | −1,98 | 399 | 15,36 | ||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 2 739 | −3,01 | 1 163 | 14,13 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 17 497 | −4,85 | 7 429 | 11,88 | ||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 33 245 | −22,69 | 14 115 | −9,10 | ||||
2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 81 050 | −10,21 | 34 412 | 5,57 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 11 201 | −1,56 | 4 756 | 15,75 | ||||
2025-08-13 | 13F | Polen Capital Management Llc | 225 609 | −41,48 | 95 789 | −31,19 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 33 934 | −6,67 | 14 401 | 9,69 | ||||
2025-08-04 | 13F | Heritage Investors Management Corp | 2 016 | −0,98 | 1 | |||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 | 2 200 | −63,93 | 934 | −57,58 | ||||
2025-08-13 | 13F | Riverview Capital Advisers, LLC | 3 196 | −5,61 | 1 357 | 10,97 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 1 679 | −7,65 | 616 | −15,75 | ||||
2025-07-16 | 13F | Kendall Capital Management | 1 365 | −37,67 | 580 | −26,71 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 194 267 | −0,12 | 82 482 | 17,44 | ||||
2025-07-30 | 13F | Benin Management CORP | 477 | −19,97 | 203 | −6,05 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 371 | −17,74 | 134 | −18,90 | ||||
2025-07-23 | 13F | First Merchants Corp | 1 624 | −31,48 | 690 | −19,42 | ||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 3 858 | −1,53 | 1 638 | 15,84 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | BancorpSouth Bank | 12 349 | −0,29 | 5 243 | 17,24 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 920 | −2,85 | 410 | 20,23 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 28 604 | −0,11 | 12 145 | 17,45 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 432 | −10,37 | 183 | 5,17 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 6 696 | −13,51 | 2 843 | 1,68 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 3 136 | −0,44 | 1 331 | 17,06 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 1 965 | −0,61 | 834 | 16,97 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 8 317 | −2,41 | 3 531 | 14,75 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1 263 | −2,17 | 536 | 15,02 | ||||
2025-08-14 | 13F | Colony Group, LLC | 756 869 | −4,34 | 321 352 | 12,48 | ||||
2025-07-10 | 13F | Burns J W & Co Inc/ny | 4 237 | −1,99 | 1 799 | 15,26 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 3 575 | −2,56 | 1 518 | 14,58 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 221 168 | −35,19 | 93 906 | −23,79 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 11 118 | −11,85 | 4 720 | 3,65 | ||||
2025-08-07 | 13F | 1st Source Bank | 563 612 | −2,01 | 239 298 | 15,22 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 529 | −98,76 | 225 | −98,54 | ||||
2025-07-23 | 13F | Wise Wealth Partners | 1 269 | −6,62 | 539 | 9,80 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 347 | −82,78 | 996 | −79,76 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 42 700 | −0,68 | 18 | 20,00 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 648 | −10,00 | 275 | 5,38 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 1 303 | −0,99 | 553 | 16,42 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1 359 | −2,16 | 578 | 15,37 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 8 714 | −8,99 | 3 700 | 7,00 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1 056 047 | −13,36 | 448 376 | 1,87 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 452 | −2,16 | 190 | 12,50 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 130 761 | −2,05 | 55 518 | 15,17 | ||||
2025-08-12 | 13F | Atalanta Sosnoff Capital, Llc | 5 761 | −10,83 | 2 446 | 4,84 | ||||
2025-07-15 | 13F | Retireful, LLC | 972 | −11,48 | 413 | 4,30 | ||||
2025-07-30 | 13F | Capital Wealth Alliance, LLC | 2 157 | −2,97 | 916 | 14,09 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 5 | −97,35 | 2 | −97,06 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 56 811 | −0,25 | 24 121 | 17,29 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 8 132 | −1,63 | 3 452 | 15,64 | ||||
2025-08-13 | 13F | American Money Management, LLC | 1 481 | −2,69 | 629 | 14,39 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 273 | −26,42 | 116 | −22,30 | ||||
2025-04-16 | 13F | Everpar Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 12 370 | −19,98 | 5 252 | −5,90 | ||||
2025-07-11 | 13F | Thomasville National Bank | 4 664 | −4,93 | 1 980 | 11,80 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 76 674 | −0,27 | 32 554 | 17,27 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 7 426 | −0,93 | 3 153 | 16,48 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 6 622 | −3,58 | 2 812 | 13,39 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 4 392 | −0,32 | 1 865 | 17,23 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 10 255 | −0,01 | 4 354 | 17,58 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 112 389 | −41,51 | 47 216 | −32,47 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 572 | −0,76 | 667 | 16,81 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 890 | −52,05 | 378 | −43,73 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 11 795 | −0,25 | 5 006 | 17,26 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class | 215 697 | −13,85 | 79 116 | −22,80 | ||||
2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Epiq Partners, Llc | 28 272 | −6,20 | 12 004 | 10,29 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 97 528 | −19,99 | 41 408 | −5,92 | ||||
2025-08-15 | 13F | SkyView Investment Advisors, LLC | 4 353 | −5,02 | 2 | 0,00 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 1 277 | −77,36 | 543 | −74,20 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 8 455 | −0,76 | 3 590 | 16,68 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 92 951 | −2,55 | 39 465 | 14,59 | ||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 17 102 | −5,52 | 7 243 | 15,50 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 396 411 | −3,22 | 168 308 | 13,80 | ||||
2025-08-06 | 13F | Middleton & Co Inc/ma | 7 281 | −0,61 | 3 091 | 16,86 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 3 320 | −2,78 | 1 410 | 14,27 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 3 739 | −3,11 | 1 588 | 13,93 | ||||
2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1 424 | −26,79 | 604 | −13,96 | ||||
2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 1 397 | −0,71 | 593 | 16,73 | ||||
2025-08-14 | 13F | City National Bank Of Florida /msd | 12 163 | −1,45 | 5 164 | 15,89 | ||||
2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Beacon Financial Group | 4 445 | −0,49 | 1 887 | 17,06 | ||||
2025-08-08 | 13F | SG Americas Securities, LLC | 26 083 | −26,01 | 11 | −8,33 | ||||
2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 2 323 | −3,25 | 1 022 | 17,90 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 3 499 | −5,51 | 1 486 | 11,07 | ||||
2025-07-25 | 13F | Parker Financial LLC | 2 045 | −6,41 | 868 | 10,15 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 6 816 | −2,15 | 3 | 0,00 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Lcnb Corp | 1 055 | −1,49 | 448 | 15,80 | ||||
2025-05-07 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 127 | −68,25 | 55 | −62,33 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 82 574 | −1,79 | 35 059 | 15,48 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 1 779 | −10,11 | 755 | 5,74 | ||||
2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 7 842 | −27,75 | 3 330 | −15,05 | ||||
2025-04-14 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 6 294 | −14,81 | 2 672 | 0,19 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7 966 | −0,78 | 3 382 | 16,66 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 15 467 | −4,97 | 6 567 | 11,74 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Alteri Wealth LLC | 3 313 | −14,50 | 1 407 | 0,50 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4 901 | −0,20 | 2 081 | 17,32 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 1 713 | −0,41 | 734 | 18,04 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 1 134 | −13,30 | 476 | 0,85 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 7 182 | −5,14 | 3 049 | 11,56 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 10 928 | −2,95 | 4 640 | 14,12 | ||||
2025-08-08 | 13F | Fiera Capital Corp | 875 | −46,25 | 372 | −36,80 | ||||
2025-07-22 | 13F | Peoples Bank /oh | 1 245 | −0,08 | 529 | 17,59 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 499 599 | −9,49 | 212 | 6,53 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 506 | −22,75 | 215 | −9,32 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 7 288 | −85,77 | 3 094 | −83,27 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 1 895 | −0,84 | 805 | 16,52 | ||||
2025-08-06 | 13F | Simmons Bank | 80 080 | −3,72 | 34 000 | 13,21 | ||||
2025-07-07 | 13F | Trust Co | 674 | −0,15 | 286 | 17,70 | ||||
2025-08-13 | 13F | Northern Trust Corp | 5 049 456 | −1,18 | 2 143 898 | 16,19 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 3 509 | −15,14 | 1 490 | −0,27 | ||||
2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 415 | −13,63 | 1 875 | 1,57 | ||||
2025-04-29 | 13F | REDW Wealth LLC | 0 | −100,00 | 0 | |||||
2025-04-17 | 13F | Montecito Bank & Trust | 75 918 | −1,46 | 27 413 | −11,40 | ||||
2025-07-22 | 13F | Legacy Trust | 4 711 | −61,52 | 2 000 | −54,75 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 28 705 | −2,54 | 12 188 | 14,59 | ||||
2025-04-11 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-17 | 13F | AA Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Flavin Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 9 325 | −2,50 | 3 959 | 14,65 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 455 | −2,15 | 193 | 15,57 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Full Sail Capital, LLC | 2 232 | −0,93 | 948 | 16,48 | ||||
2025-08-14 | 13F | First Foundation Advisors | 61 333 | −11,81 | 26 041 | 3,70 | ||||
2025-08-28 | NP | RULE - Adaptive Core ETF | 972 | −11,48 | 413 | 4,04 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 161 954 | −3,13 | 68 762 | 13,91 | ||||
2025-07-24 | 13F | Dsm Capital Partners Llc | 675 | −18,97 | 287 | −4,67 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 31 068 | −3,69 | 13 191 | 13,24 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 11 702 | −2,77 | 4 226 | −12,56 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 955 | −22,98 | 405 | −9,40 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 3 601 | −6,03 | 1 529 | 10,48 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 22 540 | −19,84 | 9 570 | −5,74 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 7 657 | −0,91 | 3 251 | 16,52 | ||||
2025-07-14 | 13F | Gries Financial Llc | 5 845 | −0,85 | 2 482 | 16,59 | ||||
2025-08-12 | 13F | Farmers National Bank | 3 070 | −2,29 | 1 303 | 14,90 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19 991 | −2,03 | 8 488 | 15,19 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 14 088 | −8,19 | 5 981 | 7,96 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 1 414 | −0,77 | 601 | 16,93 | ||||
2025-07-28 | 13F | Davidson Trust Co | 3 431 | −2,14 | 1 457 | 15,09 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 189 594 | −3,11 | 80 497 | 13,92 | ||||
2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES | 1 371 | −1,08 | 582 | 16,40 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 19 114 | −3,30 | 8 115 | 13,70 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 803 | −58,78 | 341 | −51,64 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 669 827 | −7,62 | 284 395 | 8,62 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6 866 | −2,36 | 2 915 | 14,81 | ||||
2025-08-12 | 13F | Private Management Group Inc | 888 | −0,22 | 377 | 17,45 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 62 127 | −1,53 | 26 378 | 15,78 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 8 042 | −0,92 | 3 415 | 16,48 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 37 458 | −7,44 | 15 904 | 8,83 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2 066 | −6,30 | 877 | 10,18 | ||||
2025-06-23 | NP | PPUMX - LargeCap Growth Fund I R-3 | 85 900 | −23,78 | 31 507 | −31,70 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Linden Thomas Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Ashford Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 1 675 | −4,56 | 711 | 12,32 | ||||
2025-04-23 | 13F | Lazari Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11 858 | −84,28 | 5 037 | −81,51 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 5 651 | −0,84 | 2 041 | −10,84 | ||||
2025-05-15 | 13F | Nia Impact Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ieq Capital, Llc | 427 907 | −0,25 | 181 681 | 17,29 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 17 356 | −0,05 | 7 369 | 17,51 | ||||
2025-08-07 | 13F | Nwam Llc | 30 868 | −50,44 | 13 589 | −39,58 | ||||
2025-07-24 | 13F | Eastern Bank | 1 344 | −11,58 | 571 | 4,01 | ||||
2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 2 888 | −16,41 | 1 226 | −1,68 | ||||
2025-08-05 | 13F | Ring Mountain Capital, LLC | 1 960 | −2,83 | 851 | 16,90 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 1 018 | −42,81 | 432 | −32,71 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 34 483 | −3,55 | 15 | 16,67 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 622 | −10,77 | 1 538 | 4,91 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | Range Financial Group LLC | 809 | −0,12 | 343 | 17,47 | ||||
2025-06-25 | NP | WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares | 510 | −28,67 | 187 | −35,96 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 7 033 | −9,20 | 2 986 | 6,76 | ||||
2025-07-11 | 13F | Orrstown Financial Services Inc | 2 753 | −0,83 | 1 169 | 16,57 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 64 815 | −5,24 | 27 519 | 11,42 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 217 498 | −5,92 | 92 345 | 10,62 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 5 887 | −1,54 | 2 500 | 15,80 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 29 219 044 | −4,03 | 12 405 822 | 12,84 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 9 695 | −0,25 | 4 116 | 17,30 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12 712 | −8,22 | 5 397 | 7,94 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 600 | −33,33 | 255 | −27,22 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 125 825 | −0,76 | 53 423 | 17,25 | ||||
2025-08-08 | 13F | Petix & Botte Co | 4 838 | −0,29 | 2 054 | 17,25 | ||||
2025-04-10 | 13F | Columbia Asset Management | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | North Star Asset Management Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Granite Investment Partners, LLC | 282 | −9,62 | 120 | 6,25 | ||||
2025-08-11 | 13F | Advisor Resource Council | 2 109 | −42,35 | 895 | 59,82 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 56 078 | −4,78 | 23 810 | 11,97 | ||||
2025-08-14 | 13F | Destination Wealth Management | 2 916 | −8,42 | 1 238 | 7,75 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 9 127 | −5,57 | 4 | 0,00 | ||||
2025-05-06 | 13F | Readystate Asset Management Lp | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 121 562 | −7,03 | 52 | 8,51 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 275 977 | −5,29 | 99 653 | −14,84 | ||||
2025-07-25 | 13F | Cypress Capital Group | 7 353 | −8,20 | 3 122 | 7,92 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 274 | −15,24 | 913 | −5,68 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 944 | −50,00 | 401 | −41,26 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 3 989 | −35,01 | 1 694 | −23,60 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 805 | −1,23 | 354 | 27,34 | ||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 549 | −3,51 | 233 | 13,17 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 1 075 | −37,90 | 456 | −27,04 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 5 891 | −1,37 | 2 501 | 16,00 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 464 495 | −7,63 | 197 215 | 8,62 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 495 | −4,07 | 210 | 12,90 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 2 249 | −10,18 | 955 | 5,53 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 4 086 | −5,92 | 1 735 | 10,59 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 5 885 | −1,92 | 2 498 | 15,33 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 250 | −35,40 | 106 | −18,46 | ||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 170 849 | −4,00 | 72 539 | 12,87 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 10 868 | −7,00 | 4 615 | 9,36 | ||||
2025-08-14 | 13F | Fmr Llc | 8 792 094 | −7,08 | 3 732 947 | 9,26 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 593 | −0,34 | 252 | 17,29 | ||||
2025-07-15 | 13F | IMS Capital Management | 28 611 | −1,38 | 12 147 | 15,96 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 1 190 | −58,00 | 505 | −50,59 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 2 835 | −7,17 | 1 204 | 9,17 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 2 536 | −7,48 | 1 077 | 8,80 | ||||
2025-08-12 | 13F | Rhumbline Advisers | 27 128 | −47,99 | 11 518 | −38,85 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 3 503 | −23,47 | 1 488 | −9,99 | ||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 9 355 | −1,32 | 3 972 | 16,01 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 9 713 | −0,87 | 4 124 | 16,57 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 566 | −3,08 | 239 | 13,33 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 69 | −27,37 | 29 | −14,71 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 49 090 | −2,19 | 20 843 | 15,01 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 3 121 | −3,28 | 1 325 | 13,73 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Cidel Asset Management Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | American Investment Services, Inc. | 3 673 | −0,68 | 1 559 | 16,78 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 149 900 | −18,80 | 63 645 | −4,52 | |||
2025-07-31 | 13F | Brighton Jones Llc | 83 580 | −1,27 | 35 487 | 16,09 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 80 887 | −15,54 | 34 343 | −0,69 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 4 820 | −3,83 | 2 046 | 13,10 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 19 943 | −3,40 | 8 468 | 13,59 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 25 547 | −0,71 | 10 847 | 16,75 | ||||
2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | FSA Wealth Management LLC | 149 047 | −0,45 | 63 282 | 17,06 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 073 | −2,26 | 1 305 | 15,09 | ||||
2025-05-29 | NP | MBCGX - MassMutual Select Blue Chip Growth Fund Class A | 14 451 | −1,05 | 5 218 | −11,02 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Field & Main Bank | 250 | −1,96 | 106 | 15,22 | ||||
2025-08-12 | 13F | Legal & General Group Plc | 18 994 | −6,30 | 8 050 | 10,06 | ||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 8 288 | −0,74 | 3 519 | 16,68 | ||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 40 574 | −2,37 | 17 227 | 14,79 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 14 339 | −1,48 | 6 088 | 15,85 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 1 090 | −16,48 | 394 | −17,26 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 9 013 | −1,18 | 3 827 | 16,19 | ||||
2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 936 | −2,60 | 397 | 14,41 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 2 553 | −0,20 | 1 084 | 17,33 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2 045 | −4,75 | 868 | 12,00 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 2 027 | −7,06 | 861 | 9,28 | ||||
2025-08-08 | 13F | Red Cedar Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 938 | −4,72 | 1 | |||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 12 379 | −2,39 | 5 256 | 14,76 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 2 475 | −28,67 | 1 051 | −16,20 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 44 505 | −18,89 | 18 896 | −4,63 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 3 018 | −19,95 | 1 281 | −5,88 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 27 070 | −4,00 | 11 493 | 12,89 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 2 867 | −1,65 | 1 228 | 16,63 | ||||
2025-08-11 | 13F | Insight 2811, Inc. | 7 094 | −2,22 | 3 012 | 14,97 | ||||
2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 1 723 | −30,27 | 731 | −18,05 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 3 688 | −3,73 | 1 566 | 13,16 | ||||
2025-06-25 | NP | EAAFX - Wells Fargo Asset Allocation Fund Class A | 76 224 | −22,61 | 27 958 | −30,65 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 1 838 | −10,82 | 780 | 4,84 | ||||
2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Northstar Group, Inc. | 19 054 | −2,91 | 8 090 | 14,15 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 11 554 | −1,19 | 4 906 | 16,18 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Demars Financial Group, LLC | 2 094 | −99,72 | 889 | 44 350,00 | ||||
2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-05-05 | 13F | ODonnell Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-22 | NP | ELGAX - Columbia Select Large Cap Growth Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 4 617 | −7,18 | 2 | 0,00 | ||||
2025-07-08 | 13F | Next Level Private LLC | 17 372 | −0,03 | 7 376 | 17,55 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5 477 | −10,78 | 2 325 | 4,92 | ||||
2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Allium Financial Advisors, Llc | 1 504 | −17,18 | 639 | −2,60 | ||||
2025-08-04 | 13F | Spire Wealth Management | 51 033 | −1,13 | 21 668 | 16,26 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 36 197 | −38,45 | 15 369 | −27,63 | ||||
2025-05-14 | 13F | Allstate Corp | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 15 719 | −0,30 | 6 674 | 17,21 | ||||
2025-05-06 | 13F | Old Port Advisors | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | GEIZX - Growth Equity Index Fund Investor | 7 941 | −25,41 | 3 372 | −12,30 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 2 100 | −2,96 | 892 | 14,08 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 9 777 | −1,97 | 4 151 | 15,27 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 4 | −98,80 | 2 | −99,17 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 350 | −12,50 | 149 | 2,78 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 8 851 | −0,56 | 3 758 | 16,89 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 568 | −5,33 | 241 | 11,57 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 3 272 | −1,24 | 1 389 | 16,14 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 1 207 | −2,35 | 512 | 14,80 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 1 408 | −1,33 | 598 | 15,92 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 17 836 | −8,33 | 7 573 | 7,79 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 1 674 | −56,42 | 1 | −100,00 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 23 295 | −55,35 | 9 891 | −50,24 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 19 192 | −0,03 | 8 442 | 20,55 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 7 776 | −1,43 | 3 302 | 15,91 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 029 | −4,72 | 437 | 12,08 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 849 | −6,19 | 360 | 10,43 | ||||
2025-07-31 | 13F | McCarthy Asset Management, Inc. | 10 838 | −1,36 | 4 601 | 15,98 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 18 167 | −1,01 | 7 714 | 16,41 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 3 004 | −0,30 | 1 276 | 17,19 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 920 | −24,88 | 2 135 | 52,17 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-06 | 13F | SNS Financial Group, LLC | 3 255 | −0,94 | 1 382 | 16,53 | ||||
2025-07-07 | 13F | Peak Financial Advisors Llc | 804 | −9,56 | 341 | 6,23 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 2 436 | −3,79 | 1 034 | 13,13 | ||||
2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −33 | −51,47 | −14 | −41,67 | |||
2025-07-15 | 13F | GSB Wealth Management, LLC | 824 | −0,96 | 350 | 16,33 | ||||
2025-08-13 | 13F | MetLife Investment Management, LLC | 72 300 | −4,11 | 30 697 | 12,75 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 5 931 | −1,46 | 2 518 | 15,88 | ||||
2025-07-22 | 13F | Stanich Group LLC | 2 992 | −0,83 | 1 283 | 17,81 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 3 197 | −3,68 | 1 | 0,00 | ||||
2025-07-10 | 13F | Pachira Investments Inc. | 8 321 | −8,60 | 3 533 | 7,62 | ||||
2025-03-31 | NP | SMIFX - Sound Mind Investing Fund | 20 600 | −5,89 | 8 432 | 3,01 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-10 | 13F | Fulton Bank, N.a. | 78 106 | −5,09 | 33 162 | 11,59 | ||||
2025-08-13 | 13F | Blue Fin Capital, Inc. | 968 | −0,10 | 411 | 5,40 | ||||
2025-07-21 | 13F | Abundance Wealth Counselors | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 374 | −21,10 | 159 | −7,60 | ||||
2025-08-14 | 13F | Pecaut & Co. | 576 | −1,87 | 244 | 15,09 | ||||
2025-08-13 | 13F | Icapital Wealth Llc | 3 424 | −6,65 | 1 454 | 9,74 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 6 195 | −7,02 | 2 630 | 9,36 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 32 031 | −5,92 | 13 600 | 10,61 | ||||
2025-04-24 | 13F | Westend Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 28 738 | −31,49 | 12 202 | −19,45 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | RMB Capital Management, LLC | 34 856 | −42,78 | 14 799 | −32,72 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 22 411 | −0,06 | 9 515 | 17,51 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 9 194 | −3,06 | 3 904 | 13,99 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 2 788 | −4,91 | 1 184 | 11,81 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 5 373 | −18,93 | 2 281 | −4,68 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 12 444 | −43,20 | 5 283 | −33,22 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 7 245 | −27,19 | 3 076 | −14,39 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 6 529 | −0,78 | 2 772 | 16,72 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 86 928 | −4,63 | 36 908 | 12,14 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 82 263 | −1,03 | 34 927 | 16,37 | ||||
2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 40 835 | −0,11 | 17 338 | 17,45 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 15 977 | −0,87 | 6 784 | 16,55 | ||||
2025-07-31 | 13F | Alamar Capital Management, LLC | 3 246 | −1,52 | 1 378 | 15,80 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 8 128 | −0,38 | 3 451 | 17,11 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 375 463 | −3,84 | 159 414 | 13,08 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 70 247 | −14,55 | 29 825 | 4,86 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 16 207 | −6,12 | 6 881 | 10,40 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 9 177 | −0,89 | 3 896 | 16,54 | ||||
2025-07-28 | 13F | Aries Wealth Management | 1 205 | −29,08 | 512 | −16,64 | ||||
2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 1 565 | −11,28 | 664 | −6,21 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 3 878 | −6,51 | 1 646 | 9,95 | ||||
2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 2 400 | −28,53 | 1 019 | −16,01 | ||||
2025-08-14 | 13F | Chicago Wealth Management, Inc. | 22 867 | −0,10 | 9 709 | 17,47 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 5 343 | −2,39 | 2 269 | 14,78 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 9 580 184 | −1,12 | 4 067 555 | 16,27 | ||||
2025-08-08 | 13F | Brickley Wealth Management | 28 333 | −1,39 | 12 030 | 15,94 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 71 209 | −2,95 | 30 153 | 13,83 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 105 489 | −17,61 | 44 788 | −3,13 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 354 183 | −3,28 | 150 379 | 13,73 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 25 338 | −0,04 | 10 758 | 17,55 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 24 176 | −3,88 | 10 265 | 13,01 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 12 547 | −19,08 | 5 327 | −14,44 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB | 75 806 | −4,19 | 32 186 | 12,66 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 6 738 | −2,33 | 2 861 | 14,81 | ||||
2025-08-13 | 13F | Saiph Capital, LLC | 76 869 | −11,68 | 32 637 | 3,85 | ||||
2025-08-07 | 13F | Cypress Capital, LLC | 590 | −97,32 | 251 | −96,85 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 109 533 | −1,05 | 46 506 | 16,35 | ||||
2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 14 561 | −1,77 | 6 182 | 15,51 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 61 365 | −8,04 | 25 878 | 7,56 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 9 228 | −4,09 | 3 918 | 12,78 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 17 060 | −3,60 | 7 244 | 13,35 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 4 309 234 | −1,83 | 1 829 615 | 15,43 | ||||
2025-07-23 | 13F | Sachetta, LLC | 571 | −34,67 | 242 | −23,17 | ||||
2025-05-13 | 13F | Montag & Caldwell, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 36 719 | −22,47 | 15 590 | −8,84 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 21 912 | −26,07 | 9 303 | −13,06 | ||||
2025-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 38 915 | −0,67 | 16 523 | 16,80 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 24 709 | −2,00 | 8 922 | −11,87 | ||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 16 484 | −30,23 | 6 999 | −17,96 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 1 980 891 | −2,47 | 837 612 | 14,21 | ||||
2025-05-27 | NP | VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class | 46 800 | −39,38 | 16 899 | −41,69 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 9 524 | −0,05 | 4 044 | 17,53 | ||||
2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −20 | −61,54 | −8 | −55,56 | |||
2025-08-13 | 13F | Victory Financial Group, Llc | 2 092 | −9,04 | 888 | 6,99 | ||||
2025-05-13 | 13F | Bank of Marin | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 1 283 | −18,49 | 545 | −4,23 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 1 515 | −36,74 | 643 | −33,09 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 10 603 | −1,03 | 4 502 | 16,37 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 205 988 | −3,67 | 87 458 | 13,27 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 831 | −1,54 | 353 | 15,79 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 11 328 | −56,62 | 4 810 | −54,14 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 614 | −94,55 | 261 | −93,60 | ||||
2025-08-12 | 13F | Clearbridge Investments, LLC | 5 277 | −64,31 | 2 241 | −58,04 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 560 | −3,95 | 238 | 12,86 | ||||
2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 45 828 | −7,44 | 19 | 11,76 | ||||
2025-08-13 | 13F | Clarkston Capital Partners, LLC | 4 351 | −0,30 | 1 847 | 17,27 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 43 134 | −67,39 | 18 314 | −61,66 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 37 027 | −9,63 | 15 721 | 6,27 | ||||
2025-04-29 | 13F | Drake & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 487 | −26,44 | 207 | −13,81 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 9 851 | −2,16 | 4 182 | 15,05 | ||||
2025-07-09 | 13F | First Bank & Trust | 2 623 | −4,20 | 1 114 | 12,65 | ||||
2025-08-07 | 13F | S&co Inc | 1 602 | −0,93 | 1 | |||||
2025-08-12 | 13F | Franklin Resources Inc | 42 620 | −0,37 | 18 096 | 17,15 | ||||
2025-08-13 | 13F | Winslow Capital Management, LLC | 25 667 | −65,47 | 10 898 | −59,40 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 38 492 | −3,84 | 16 343 | 13,06 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 44 020 | −2,00 | 18 690 | 15,24 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1 038 054 | −2,04 | 440 737 | 15,19 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 816 | −48,35 | 346 | −39,30 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 1 403 | −17,03 | 596 | −2,46 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 53 109 | −0,32 | 22 549 | 17,21 | ||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 4 190 | −12,58 | 1 779 | 2,77 | ||||
2025-08-12 | 13F | Zacks Investment Management | 9 801 | −11,32 | 4 162 | 4,29 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 3 516 | −0,20 | 1 493 | 17,30 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 3 200 | −0,65 | 1 359 | 16,77 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 1 454 | −3,45 | 617 | 13,63 | ||||
2025-07-08 | 13F | Parisi Gray Wealth Management | 3 372 | −2,54 | 1 432 | 14,57 | ||||
2025-05-14 | 13F | Hobbs Group Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Stegner Investment Associates Inc. | 3 165 | −2,62 | 1 344 | 14,49 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 2 787 | −2,11 | 1 183 | 15,08 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 21 904 | −0,82 | 9 300 | 16,62 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 685 | −0,72 | 291 | 16,47 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 2 219 | −0,49 | 942 | 20,00 | ||||
2025-07-16 | 13F | Jentner Corp | 1 616 | −0,25 | 686 | 17,47 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 5 213 | −9,39 | 2 213 | 6,55 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 6 638 | −1,83 | 2 818 | 15,44 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Sanders Morris Harris Llc | 14 358 | −12,89 | 6 096 | 2,44 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 123 624 | −3,63 | 52 488 | 13,31 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 1 910 | −0,83 | 841 | 21,01 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 534 | −17,47 | 227 | −3,00 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 838 | −0,12 | 356 | 17,16 | ||||
2025-04-29 | 13F | McGlone Suttner Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 1 306 | −85,13 | 576 | −80,74 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 23 673 | −3,30 | 10 051 | 13,69 | ||||
2025-07-11 | 13F | Busey Wealth Management | 26 229 | −3,89 | 11 136 | 13,01 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 59 | −45,87 | 25 | −35,90 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 3 209 | −26,95 | 1 362 | −14,12 | ||||
2025-08-12 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 3 043 | −5,64 | 1 292 | 11,00 | ||||
2025-08-12 | 13F | Bokf, Na | 96 867 | −0,51 | 41 128 | 16,98 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 24 007 | −0,11 | 10 193 | 17,45 | ||||
2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 4 796 | −0,35 | 2 036 | 17,21 | ||||
2025-07-16 | 13F | Marmo Financial Group, LLC | 5 893 | −0,56 | 2 502 | 16,97 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 6 330 | −45,40 | 2 688 | −35,79 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 12 019 | −15,47 | 5 103 | −0,60 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 70 159 | −0,76 | 29 788 | 16,69 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 5 120 | −0,29 | 2 174 | 17,21 | ||||
2025-08-14 | 13F | Potentia Wealth | 18 124 | −5,26 | 7 695 | 11,41 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 55 153 | −36,64 | 23 417 | −25,51 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 5 169 | −1,62 | 2 195 | 15,66 | ||||
2025-08-14 | 13F | Barnett & Company, Inc. | 1 729 | −1,03 | 734 | 16,51 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 9 972 | −4,40 | 4 234 | 12,40 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 1 221 | −7,57 | 519 | 8,60 | ||||
2025-07-10 | 13F | Anderson Hoagland & Co | 2 885 | −11,37 | 1 225 | 17,47 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 17 924 | −0,44 | 7 610 | 17,06 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 17 600 | −10,20 | 7 422 | 5,02 | |||
2025-08-14 | 13F | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 10 600 | −41,11 | 4 470 | −31,11 | |||
2025-08-13 | 13F | Empire Financial Management Company, LLC | 1 331 | −10,79 | 565 | 5,02 | ||||
2025-08-07 | 13F | Summit X, LLC | 3 287 | −0,09 | 1 395 | 17,42 | ||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 7 327 | −2,07 | 3 111 | 15,14 | ||||
2025-08-14 | 13F | UBS Group AG | 6 018 469 | −4,66 | 2 555 322 | 12,10 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 415 | −12,82 | 183 | 6,43 | ||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 1 751 | −2,99 | 1 | |||||
2025-08-14 | 13F | Glenview Trust Co | 7 526 | −0,46 | 3 195 | 17,03 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 100 | −31,03 | 42 | −19,23 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22 284 | −22,98 | 9 | −10,00 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 8 549 | −0,88 | 3 630 | 16,54 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 93 450 | −1,11 | 33 744 | −11,08 | ||||
2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 917 | −18,63 | 389 | −4,19 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 4 105 | −10,95 | 1 743 | 4,69 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 14 715 | −3,83 | 6 248 | 13,07 | ||||
2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 3 033 | −7,59 | 1 288 | 8,61 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 2 594 | −2,59 | 1 | |||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 1 900 | −3,60 | 822 | 16,10 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 26 364 | −0,48 | 11 194 | 17,02 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 10 204 | −1,82 | 4 332 | 15,46 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | West Bancorporation Inc | 31 855 | −6,98 | 13 525 | 9,37 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 4 563 | −0,26 | 1 937 | 17,32 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 3 897 | −2,40 | 1 655 | 14,78 | ||||
2025-07-25 | 13F | JustInvest LLC | 826 | −40,23 | 351 | −29,86 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Hemington Wealth Management | 2 641 | −6,61 | 1 | 0,00 | ||||
2025-05-14 | 13F | Blue Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 884 860 | −4,94 | 375 694 | 11,78 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 18 030 | −19,21 | 7 655 | −5,00 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 5 589 | −38,46 | 2 373 | −27,66 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 24 346 | −6,40 | 10 337 | 10,06 | ||||
2025-08-13 | 13F | Harfst & Associates, Inc. | 2 119 | −2,84 | 900 | 14,23 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 42 327 | −1,61 | 17 971 | 15,69 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 10 458 | −3,27 | 4 440 | 13,76 | ||||
2025-08-26 | NP | QCGRRX - Growth Account Class R1 | 835 839 | −5,66 | 354 881 | 10,92 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 5 217 | −4,94 | 2 215 | 11,81 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 1 747 | −7,47 | 742 | 8,81 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 42 106 | −3,50 | 17 878 | 13,47 | ||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 822 | −12,18 | 349 | 3,56 | ||||
2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 5 358 | −65,62 | 2 275 | −59,59 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 1 710 | −82,45 | 726 | −79,36 | ||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 703 | −1,13 | 0 | |||||
2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | ABLE Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 22 420 | −2,28 | 9 519 | 14,91 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 10 928 | −0,30 | 4 640 | 17,24 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Csenge Advisory Group | 1 789 | −8,82 | 715 | 6,57 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 16 342 | −1,22 | 6 939 | 16,16 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 7 674 | −2,81 | 3 258 | 14,28 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 3 332 | −24,94 | 1 415 | −11,74 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 228 169 | −0,70 | 96 876 | 16,76 | ||||
2025-08-14 | 13F | Headinvest, Llc | 972 | −2,11 | 413 | 15,08 | ||||
2025-08-18 | 13F | Ashford Capital Management Inc | 701 | −26,83 | 298 | −13,91 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 25 698 | −2,92 | 10 911 | 14,15 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2 416 | −22,93 | 1 026 | −9,45 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 1 274 | −0,08 | 541 | 17,61 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 18 979 | −3,74 | 8 058 | 13,19 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 52 996 | −0,88 | 22 501 | 16,56 | ||||
2025-03-31 | NP | SMILX - SMI 50/40/10 Fund | 4 980 | −4,05 | 2 038 | 5,05 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 886 | −1,99 | 376 | 15,34 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 99 033 | −2,86 | 42 048 | 14,22 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 17 678 | −0,28 | 7 506 | 17,25 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 1 858 | −1,01 | 671 | −11,02 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 8 831 | −5,64 | 3 749 | 10,95 | ||||
2025-05-12 | 13F | Capital International Investors | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Intrua Financial, LLC | 12 174 | −0,78 | 5 169 | 16,66 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 807 501 | −6,76 | 342 849 | 23,55 | ||||
2025-05-05 | 13F | Peterson Wealth Services | 0 | −100,00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 255 867 | −7,29 | 108 636 | 9,02 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 1 326 | −1,92 | 563 | 15,16 | ||||
2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 1 143 | −6,31 | 485 | 10,23 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3 173 | −3,76 | 1 347 | 23,01 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 13 053 | −5,56 | 5 542 | 11,06 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 7 055 | −0,87 | 2 995 | 16,58 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 12 769 | −17,22 | 5 421 | −2,66 | ||||
2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | CENTRAL TRUST Co | 18 640 | −0,58 | 7 914 | 16,90 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 2 910 | −47,93 | 1 236 | −38,77 | ||||
2025-04-14 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Financial Insights, Inc. | 1 625 | −4,58 | 690 | 12,21 | ||||
2025-07-16 | 13F | Congress Asset Management Co /ma | 28 109 | −77,04 | 11 935 | −73,00 | ||||
2025-07-23 | 13F | Equitable Trust Co | 10 529 | −9,92 | 4 470 | 5,92 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 1 077 | −0,09 | 457 | 17,48 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 163 607 | −15,53 | 69 464 | −0,68 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Cresta Advisors, Ltd. | 22 089 | −2,01 | 9 378 | 15,22 | ||||
2025-07-18 | 13F | Truist Financial Corp | 2 105 585 | −1,67 | 893 989 | 15,62 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 807 | −21,80 | 343 | −8,06 | ||||
2025-08-14 | 13F | Voya Investment Management Llc | 6 905 | −17,08 | 2 932 | −2,50 | ||||
2025-08-14 | 13F | Monetary Management Group Inc | 13 911 | −0,47 | 5 906 | 17,04 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 1 686 | −0,82 | 716 | 16,64 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 8 472 | −7,29 | 3 597 | 9,03 | ||||
2025-05-06 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Ledyard National Bank | 2 217 | −1,73 | 941 | 15,60 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 7 643 | −1,75 | 3 245 | 15,56 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 629 660 | −0,98 | 267 341 | 16,43 | ||||
2025-08-12 | 13F | Nuveen, LLC | 1 009 530 | −14,19 | 428 626 | 0,90 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 1 287 223 | −0,10 | 546 529 | 17,47 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 56 270 | −3,55 | 23 891 | 13,41 | ||||
2025-05-27 | NP | XRLX - FundX Conservative ETF | 9 255 | −4,09 | 3 342 | −13,78 | ||||
2025-08-08 | 13F | Wealth Alliance | 562 | −11,77 | 239 | 3,48 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 7 201 | −1,69 | 3 058 | 15,58 | ||||
2025-07-15 | 13F | Perennial Advisors, LLC | 1 012 | −0,98 | 430 | 16,58 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 52 057 | −10,54 | 22 106 | 5,27 | ||||
2025-05-27 | NP | XCOR - FundX ETF | 49 740 | −2,07 | 17 961 | −11,94 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 25 336 | −2,07 | 10 757 | 15,16 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 32 185 | −1,16 | 13 665 | 16,23 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 26 487 | −17,90 | 11 246 | −3,46 | ||||
2025-08-07 | 13F | Davis R M Inc | 10 262 | −0,12 | 4 357 | 17,47 | ||||
2025-04-04 | 13F | Sage Capital Advisors,llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 11 898 | −1,32 | 5 052 | 16,03 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 3 168 | −6,85 | 1 345 | 9,53 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 30 293 | −2,97 | 12 862 | 14,09 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 961 | −5,78 | 408 | 10,87 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 2 628 | −14,48 | 1 116 | 0,54 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 1 322 | −0,08 | 561 | 17,61 | ||||
2025-08-26 | 13F | Claris Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 6 879 | −0,56 | 3 | 0,00 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 762 | −3,30 | 324 | 13,73 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 1 430 | −9,61 | 607 | 6,30 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 13 100 | −26,42 | 5 562 | −13,49 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 22 943 | −0,05 | 9 741 | 17,53 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 19 242 | −6,66 | 8 170 | 9,74 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 22 744 | −2,07 | 9 657 | 15,14 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 1 779 | −52,28 | 755 | −43,91 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 1 589 | −5,08 | 715 | 13,88 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 17 666 | −0,18 | 7 500 | 17,37 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 75 590 | −2,18 | 32 094 | 15,02 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 6 712 | −2,13 | 2 850 | 15,06 | ||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 8 301 | −5,13 | 3 525 | 11,55 | ||||
2025-08-11 | 13F | Greenland Capital Management LP | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 1 870 | −0,48 | 794 | 16,96 | ||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 1 669 | −10,70 | 709 | 5,04 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1 213 513 | −0,57 | 515 233 | 16,92 | ||||
2025-08-14 | 13F | Dimension Capital Management Llc | 17 335 | −4,09 | 7 360 | 12,78 | ||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 5 668 | −0,68 | 2 407 | 16,80 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 2 362 | −22,02 | 1 003 | −8,33 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 1 181 | −17,35 | 501 | −2,72 | ||||
2025-05-14 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Hill Island Financial Llc | 1 136 | −2,15 | 482 | 15,04 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 1 088 | −2,51 | 462 | 14,68 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 1 103 | −5,24 | 468 | 11,43 | ||||
2025-08-15 | 13F | Keel Point, LLC | 40 829 | −0,14 | 17 335 | 17,42 | ||||
2025-08-14 | 13F | Clifford Group, LLC | 5 893 | −2,90 | 2 502 | 14,19 | ||||
2025-08-11 | 13F | New Age Alpha Advisors, LLC | 1 371 | −1,08 | 582 | 16,40 | ||||
2025-08-12 | 13F | American Century Companies Inc | 77 289 | −79,32 | 32 816 | −75,69 | ||||
2025-08-08 | 13F | Client First Capital LLC | 7 728 | −65,33 | 3 281 | −59,24 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 860 | −6,62 | 365 | 9,94 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 146 | −8,75 | 62 | 5,17 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 6 235 | −3,65 | 2 647 | 13,31 |