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.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 82 526 | −9,07 | 4 705 | 1,97 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 51 316 | −26,53 | 2 926 | −17,61 | ||||
2025-07-23 | 13F | Financial Life Advisors | 25 929 | −7,17 | 1 478 | 4,16 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 85 335 | −12,00 | 4 865 | −1,32 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 46 760 | −17,46 | 2 666 | −7,43 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 472 582 | −1,49 | 26 942 | 10,49 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 10 140 | −35,77 | 1 004 | 25,06 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 3 614 | −95,70 | 0 | −100,00 | ||||
2025-08-05 | 13F | Marshall Financial Group Inc /adv | 177 962 | −3,40 | 10 146 | 8,34 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 12 458 | −9,74 | 710 | 1,28 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 144 956 | −0,28 | 8 264 | 11,84 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 309 124 | −1,76 | 17 623 | 10,19 | ||||
2025-08-14 | 13F | Vista Investment Management | 25 979 | −3,79 | 1 481 | 7,94 | ||||
2025-05-15 | 13F | Angeles Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-23 | 13F | Sabal Trust CO | 56 771 | −2,41 | 2 886 | 3,74 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 476 540 | −14,87 | 27 168 | −4,52 | ||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 3 516 | −25,89 | 200 | −17,01 | ||||
2025-07-23 | 13F | Equitable Trust Co | 5 182 | −4,90 | 295 | 6,88 | ||||
2025-08-08 | 13F | Wealth Alliance | 10 542 | −3,75 | 601 | 8,09 | ||||
2025-05-12 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 556 290 | −2,16 | 32 | 10,71 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-15 | 13F | Chapman Financial Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | NP | IRSPX - Voya Target Retirement 2045 Fund Class I | 527 815 | −0,12 | 29 336 | 8,70 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 936 976 | −0,42 | 53 417 | 11,68 | ||||
2025-07-23 | 13F | Sachetta, LLC | 26 268 | −1,34 | 1 498 | 10,64 | ||||
2025-07-15 | 13F | Optima Capital Llc | 21 537 | −1,10 | 1 228 | 10,94 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 1 622 | −19,54 | 92 | −9,80 | ||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 109 730 | −3,46 | 6 256 | 8,27 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 28 361 | −36,07 | 1 617 | −28,31 | ||||
2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 35 059 | −3,30 | 1 999 | 8,47 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 123 447 | −0,69 | 7 038 | 11,38 | ||||
2025-08-14 | 13F | Brandywine Trust Co | 134 083 | −1,42 | 7 644 | 10,57 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 378 769 | −1,27 | 21 594 | 11,44 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 12 800 | −7,59 | 730 | 3,55 | ||||
2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 10 558 | −16,20 | 610 | −4,84 | ||||
2025-07-31 | 13F | Mycio Wealth Partners, Llc | 145 693 | −3,14 | 8 306 | 8,63 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 42 569 | −29,85 | 2 427 | −21,34 | ||||
2025-08-13 | 13F | Causeway Capital Management Llc | 245 142 | −39,61 | 13 976 | −32,27 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 157 921 | −11,36 | 9 003 | −0,59 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 1 300 | −6,81 | 414 | 3,24 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 214 702 | −1,61 | 12 240 | 10,36 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 080 383 | −1,05 | 460 663 | 10,98 | ||||
2025-08-20 | 13F | Monarch Capital Management Inc/ | 6 808 | −4,49 | 388 | 7,18 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 32 713 | −5,80 | 1 865 | 5,61 | ||||
2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | GenTrust, LLC | 126 854 | −3,46 | 7 232 | 8,26 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4 840 | −2,28 | 276 | 9,56 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 6 430 | −35,19 | 367 | −27,38 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 18 048 | −12,08 | 1 029 | −1,44 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 474 437 | −2,98 | 27 114 | 9,07 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 20 710 | −7,28 | 1 181 | 3,96 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 58 041 | −1,74 | 3 309 | 10,19 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 24 549 | −0,49 | 1 400 | 11,56 | ||||
2025-07-14 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 537 607 | −2,18 | 30 547 | 9,35 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 59 781 | −2,46 | 3 417 | 9,70 | ||||
2025-08-05 | 13F | Lincoln National Corp | 2 673 330 | −18,14 | 152 407 | −8,19 | ||||
2025-08-01 | 13F | Redmond Asset Management, LLC | 12 600 | −0,70 | 718 | 11,49 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 399 331 | −5,43 | 22 766 | 6,06 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 110 819 | −4,68 | 6 318 | 6,90 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 2 658 | −4,46 | 152 | 7,09 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 44 980 | −2,05 | 2 564 | 9,85 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 73 323 | −13,25 | 4 180 | −2,70 | ||||
2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 3 917 | −11,20 | 223 | −1,33 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F | 196 786 | −12,15 | 11 219 | −1,47 | ||||
2025-07-30 | 13F | Fiduciary Planning LLC | 7 093 | −2,08 | 404 | 9,78 | ||||
2025-07-23 | 13F | Objectivity Squared, LLC | 199 011 | −10,18 | 11 346 | 3,64 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 19 882 | −5,25 | 1 133 | 6,29 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 89 732 | −42,30 | 5 116 | −35,29 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 334 305 | −23,73 | 19 059 | −14,46 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 195 217 | −34,87 | 11 129 | −22,35 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 32 685 | −3,90 | 1 856 | 7,72 | ||||
2025-08-12 | 13F | Planning Alternatives Ltd /adv | 1 284 284 | −1,43 | 73 217 | 10,56 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 4 178 | −5,24 | 238 | 6,25 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Miller Investment Management, LP | 15 842 | −3,06 | 903 | 8,80 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 465 963 | −1,16 | 26 565 | 10,86 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 34 521 | −6,17 | 1 968 | 5,24 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 568 128 | −3,90 | 89 399 | 7,79 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 13 904 | −0,85 | 793 | 11,24 | ||||
2025-05-13 | 13F | Inspire Trust Co, N.a. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 59 496 | −0,65 | 3 392 | 11,40 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 45 960 | −1,53 | 2 620 | 10,46 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 538 438 | −0,60 | 30 696 | 11,48 | ||||
2025-07-23 | 13F | Asset Planning Corporation | 125 442 | −5,40 | 7 151 | 6,10 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial | 1 747 166 | −1,78 | 99 606 | 10,16 | ||||
2025-07-25 | 13F | Orca Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Manuka Financial, LLC | 75 568 | −47,31 | 4 308 | −40,90 | ||||
2025-07-15 | 13F | McAdam, LLC | 97 334 | −0,92 | 5 549 | 11,12 | ||||
2025-07-22 | 13F | MAS Advisors LLC | 37 248 | −32,31 | 2 124 | −24,07 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 174 541 | −8,77 | 9 951 | 2,32 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 33 347 | −0,73 | 1 901 | 11,36 | ||||
2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 96 277 | −0,30 | 5 489 | 11,82 | ||||
2025-08-08 | 13F | Hudock, Inc. | 396 163 | −1,51 | 22 585 | 10,46 | ||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 579 108 | −0,32 | 33 015 | 11,79 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 204 634 | −12,49 | 11 666 | −1,85 | ||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 8 018 | −3,76 | 457 | 8,04 | ||||
2025-04-11 | 13F | Hoese & Co LLP | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 14 851 | −5,28 | 841 | 6,32 | ||||
2025-07-21 | 13F | Cromwell Holdings LLC | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Valley Forge Investment Consultants Inc Adv | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Burney Co/ | 7 969 | −19,51 | 454 | −9,74 | ||||
2025-07-02 | 13F | Dentgroup LLC | 16 749 | −12,25 | 955 | −1,65 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 370 452 | −2,03 | 21 119 | 9,88 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 274 096 | −8,67 | 15 626 | 2,44 | ||||
2025-05-15 | 13F | Eight 31 Financial Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 4 082 | −53,12 | 233 | −47,63 | ||||
2025-08-14 | 13F | Harding Loevner Lp | 23 578 | −9,86 | 1 344 | 1,13 | ||||
2025-08-01 | 13F | First National Trust Co | 62 153 | −0,54 | 3 543 | 11,56 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 6 937 | −17,28 | 395 | −7,28 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 26 743 | −3,19 | 1 525 | 8,55 | ||||
2025-08-12 | 13F | Nuveen, LLC | 99 600 | −3,75 | 5 678 | 7,97 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 600 | −0,56 | 262 | 11,49 | ||||
2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 9 444 | −0,98 | 538 | 11,16 | ||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 59 815 | −2,45 | 3 410 | 9,44 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 255 882 | −2,62 | 14 588 | 9,21 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 16 602 | −0,80 | 946 | 11,29 | ||||
2025-07-24 | 13F | Villere St Denis J & Co Llc | 11 610 | −17,07 | 662 | −7,03 | ||||
2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Prudent Man Advisors, LLC | 150 500 | −0,33 | 8 894 | 11,80 | ||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 423 541 | −3,66 | 24 146 | 8,06 | ||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 11 437 | −1,04 | 652 | 11,07 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 8 052 | −16,42 | 459 | −6,13 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 5 726 | −4,90 | 326 | 6,54 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 6 949 | −1,89 | 396 | 10,00 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 56 146 | −4,74 | 3 201 | 6,84 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 11 621 | −7,99 | 663 | 3,28 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 29 897 196 | −12,73 | 1 704 439 | −2,12 | ||||
2025-04-11 | 13F | Davis Capital Management | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Klingenstein Fields & Co Lp | 7 230 | −1,36 | 412 | 10,75 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11 789 506 | −9,30 | 672 120 | 1,73 | ||||
2025-07-31 | 13F | Nisa Investment Advisors, Llc | 193 580 | −0,20 | 11 036 | 11,94 | ||||
2025-08-06 | 13F | Axim Planning & Wealth | 4 540 | −6,02 | 259 | 5,31 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 14 849 | −1,42 | 847 | 10,59 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 23 707 | −8,79 | 1 352 | 2,27 | ||||
2025-08-26 | NP | UPAR - UPAR Ultra Risk Parity ETF | 25 456 | −18,96 | 1 451 | −9,09 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 15 915 | −4,71 | 907 | 6,96 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 141 607 | −8,16 | 8 073 | 3,01 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 10 881 | −9,90 | 620 | 1,14 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 055 | −13,52 | 60 | −3,23 | ||||
2025-07-18 | 13F | Alley Investment Management Company, LLC | 87 120 | −1,93 | 4 967 | 9,99 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 251 072 | −0,17 | 14 314 | 11,97 | ||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 50 664 | −2,14 | 2 888 | 9,77 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 112 975 | −3,84 | 6 441 | 7,85 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 986 101 | −3,13 | 56 218 | 8,65 | ||||
2025-08-12 | 13F | Heritage Trust Co | 418 870 | −1,59 | 23 880 | 10,37 | ||||
2025-04-03 | 13F | First Hawaiian Bank | 30 060 | −2,29 | 1 528 | 3,81 | ||||
2025-08-05 | 13F | Snider Financial Group | 9 842 | −8,81 | 561 | 2,37 | ||||
2025-08-27 | NP | HCIEX - The International Equity Portfolio HC Strategic Shares | 467 154 | −32,00 | 26 632 | −23,73 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 6 095 | −0,96 | 347 | 11,22 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 14 343 | −6,27 | 818 | 0,99 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 125 158 | −3,68 | 7 135 | 8,04 | ||||
2025-07-23 | 13F | Center For Asset Management LLC | 11 639 | −21,25 | 556 | −25,97 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 55 960 | −0,64 | 3 190 | 11,46 | ||||
2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 181 811 | −6,55 | 10 365 | 4,82 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 176 445 | −37,09 | 10 059 | −29,44 | ||||
2025-07-11 | 13F | Lincoln Capital LLC | 8 567 | −1,30 | 488 | 9,17 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 37 370 | −2,15 | 2 130 | 9,74 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 515 723 | −27,66 | 29 401 | −18,87 | ||||
2025-08-26 | NP | ISWAX - Voya Solution Income Portfolio Class ADV | 79 284 | −6,80 | 4 520 | 4,53 | ||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 10 334 | −0,67 | 589 | 11,55 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 6 517 | −7,91 | 0 | |||||
2025-07-10 | 13F | Worth Asset Management, LLC | 45 769 | −1,14 | 2 609 | 10,88 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 395 778 | −1,87 | 22 563 | 10,06 | ||||
2025-08-08 | 13F | Mittelman Wealth Management | 197 471 | −22,22 | 11 258 | −12,76 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 39 164 | −1,11 | 2 | 0,00 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 114 | −49,56 | 6 | −45,45 | ||||
2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 73 189 | −3,59 | 4 | 33,33 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 18 692 | −7,32 | 1 066 | 3,90 | ||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | FreeGulliver LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 4 453 | −1,94 | 254 | 10,00 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 293 | −31,11 | 74 | −23,16 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 39 161 | −0,90 | 2 233 | 11,16 | ||||
2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 83 250 | −7,57 | 4 746 | 3,67 | ||||
2025-07-23 | 13F | First Financial Group Corp | 6 409 | −0,45 | 365 | 11,62 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 26 513 | −22,37 | 1 512 | −13,66 | ||||
2025-05-07 | 13F | Syntax Research, Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 25 618 | −1,37 | 1 461 | 10,61 | ||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 8 781 | −11,36 | 501 | −0,60 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 131 497 | −5,08 | 7 497 | 6,46 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 104 906 | −1,23 | 5 981 | 10,78 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | Tepp RIA, LLC | 10 962 | −38,42 | 625 | −30,97 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 8 398 | −6,92 | 479 | 4,37 | ||||
2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 661 961 | −1,22 | 37 738 | 10,79 | ||||
2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 8 134 | −3,66 | 464 | 7,93 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 161 865 | −0,27 | 9 228 | 11,84 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Enterprise Bank & Trust Co | 23 933 | −1,36 | 1 364 | 10,62 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 33 710 | −3,66 | 1 922 | 8,04 | ||||
2025-06-25 | NP | NTKLX - Voya Multi-Manager International Small Cap Fund Class A | 27 927 | −65,58 | 1 476 | −63,56 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 48 583 | −11,94 | 2 770 | −1,25 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 30 573 | −8,14 | 1 743 | 3,02 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 5 950 | −10,66 | 339 | 0,30 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 855 954 | −2,03 | 48 798 | 9,88 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 7 260 | −0,55 | 415 | 11,59 | ||||
2025-07-16 | 13F | First American Bank | 23 784 | −4,31 | 1 356 | 7,28 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 9 551 | −50,01 | 545 | −43,98 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 3 035 339 | −43,97 | 173 045 | −37,15 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 26 945 | −15,23 | 1 536 | −4,89 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 115 041 | −3,34 | 6 559 | 8,41 | ||||
2025-08-13 | 13F | Knuff & Co LLC | 586 | −63,05 | 33 | −58,75 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 23 485 | −18,38 | 1 339 | −8,48 | ||||
2025-08-04 | 13F | Haven Private, LLC | 9 090 | −4,10 | 518 | 7,69 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 21 376 | −2,00 | 1 219 | 9,93 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 18 486 | −1,40 | 1 054 | 10,61 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 11 796 | −2,48 | 672 | 9,45 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 143 942 | −5,05 | 8 206 | 6,50 | ||||
2025-07-10 | 13F | Trust Point Inc. | 4 294 | −13,67 | 245 | −3,17 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 6 897 | −9,31 | 393 | 1,81 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 41 681 | −4,49 | 2 376 | 7,12 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 5 515 | −34,80 | 314 | −26,81 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 12 615 | −6,60 | 719 | 4,81 | ||||
2025-07-15 | 13F | Santori & Peters, Inc. | 15 154 | −0,04 | 864 | 12,08 | ||||
2025-04-23 | 13F | Sunesis Advisors, LLC | 164 191 | −2,28 | 8 346 | 3,86 | ||||
2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 5 406 | −0,95 | 308 | 11,19 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 42 712 | −10,81 | 2 435 | 0,04 | ||||
2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 293 695 | −23,41 | 16 744 | −14,10 | ||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 66 561 | −8,11 | 3 795 | 3,04 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 5 828 | −0,43 | 0 | |||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 19 545 | −1,87 | 1 114 | 10,08 | ||||
2025-07-11 | 13F | First PREMIER Bank | 100 339 | −4,36 | 6 | 0,00 | ||||
2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 900 012 | −0,04 | 51 310 | 12,12 | ||||
2025-07-24 | 13F | Cascade Investment Group, Inc. | 4 648 | −4,13 | 265 | 7,32 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 179 | −71,18 | 10 | −67,74 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 375 375 | −7,58 | 21 399 | 3,66 | ||||
2025-07-16 | 13F | Rebalance, Llc | 1 543 270 | −12,02 | 87 982 | −1,32 | ||||
2025-07-30 | 13F | Strategic Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 30 720 | −2,15 | 1 751 | 9,78 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 44 603 | −4,53 | 2 543 | 7,08 | ||||
2025-07-31 | 13F/A | Avion Wealth | 997 292 | −5,09 | 57 | 12,00 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 15 346 | −2,21 | 875 | 9,66 | ||||
2025-08-08 | 13F | Renasant Bank | 78 978 | −12,34 | 4 503 | −1,68 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 49 517 444 | −8,51 | 2 814 431 | 1,52 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 466 124 | −4,92 | 26 574 | 6,65 | ||||
2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | ETF Store, Inc. | 80 624 | −2,29 | 4 596 | 9,59 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 297 115 | −73,68 | 16 906 | −71,00 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 27 983 | −0,59 | 1 595 | 11,54 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 4 011 | −6,55 | 0 | |||||
2025-07-09 | 13F | Berkshire Bank | 6 502 | −1,69 | 371 | 10,12 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 69 633 | −0,65 | 3 969 | 11,40 | ||||
2025-08-05 | 13F | Rareview Capital LLC | 310 735 | −17,06 | 17 715 | −6,97 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 13 944 | −11,04 | 795 | −0,25 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 371 357 | −1,67 | 78 181 | 10,28 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 45 997 | −29,80 | 2 622 | −21,26 | ||||
2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 8 405 | −39,88 | 482 | −30,29 | ||||
2025-08-14 | 13F | State Street Corp | 18 032 | −97,94 | 1 028 | −97,69 | ||||
2025-05-15 | 13F | Hardman Johnston Global Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 72 399 | −7,49 | 4 128 | 3,77 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 12 525 | −0,40 | 714 | 11,74 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 4 088 | −12,89 | 233 | −2,10 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 990 266 | −1,40 | 56 455 | 10,58 | ||||
2025-05-01 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 48 281 | −7,02 | 2 454 | −1,17 | ||||
2025-04-23 | 13F | Systelligence, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Auour Investments LLC | 179 022 | −5,62 | 10 206 | 1,78 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 62 278 | −13,02 | 3 550 | −2,45 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 243 347 | −24,63 | 13 873 | −15,47 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 4 001 734 | −4,34 | 228 139 | 7,30 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 14 099 | −27,31 | 804 | −18,48 | ||||
2025-06-16 | 13F | Maple Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Shufro Rose & Co Llc | 60 304 | −0,46 | 3 065 | −0,45 | ||||
2025-05-12 | 13F | Ccm Investment Group, Llc | 1 896 362 | −1,28 | 97 170 | 5,80 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 28 158 | −6,09 | 1 605 | 5,31 | ||||
2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 33 745 | −17,67 | 1 922 | −4,38 | ||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 142 940 | −1,38 | 8 149 | 10,61 | ||||
2025-08-14 | 13F | Wallace Capital Management Inc. | 5 428 | −21,65 | 309 | −12,22 | ||||
2025-08-13 | 13F | Manning & Napier Advisors Llc | 559 424 | −11,02 | 31 892 | −0,21 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 4 644 | −14,66 | 265 | −4,35 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 107 667 | −0,74 | 6 138 | 11,34 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 266 377 | −0,38 | 15 186 | 11,74 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 91 784 | −6,06 | 5 233 | 5,36 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 7 684 | −33,33 | 438 | −25,13 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 4 785 | −10,81 | 273 | 0,00 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 1 898 | −48,92 | 0 | |||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 37 051 | −3,43 | 2 112 | 8,31 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 62 842 959 | −3,77 | 3 582 677 | 7,93 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 208 795 | −0,64 | 11 903 | 11,45 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 4 729 | −16,05 | 270 | −5,94 | ||||
2025-07-23 | 13F | Ellsworth Advisors, LLC | 8 007 | −9,09 | 456 | 2,01 | ||||
2025-08-11 | 13F | Citigroup Inc | 5 022 561 | −6,46 | 286 336 | 4,92 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 15 085 | −11,01 | 860 | −0,23 | ||||
2025-08-18 | 13F | Old North State Trust, LLC | 44 908 | −50,40 | 3 | −50,00 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 658 888 | −5,68 | 37 563 | 5,79 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 7 138 | −2,92 | 415 | 9,23 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 17 260 | −4,13 | 984 | 7,54 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 577 888 | −5,19 | 32 945 | 6,34 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 21 348 | −1,48 | 1 217 | 10,54 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 7 299 | −2,20 | 416 | 9,76 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 19 534 | −1,20 | 1 114 | 10,86 | ||||
2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 879 | −30,18 | 50 | −21,87 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 18 051 | −4,04 | 1 029 | 7,64 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 21 967 | −7,49 | 1 284 | 2,07 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 41 609 | −7,62 | 2 372 | 3,63 | ||||
2025-07-30 | 13F | Whittier Trust Co | 1 336 292 | −2,70 | 76 182 | 9,13 | ||||
2025-07-02 | 13F | InvesTrust | 217 261 | −1,71 | 12 386 | 10,24 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 127 744 | −3,25 | 7 283 | 8,51 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 1 811 109 | −1,40 | 103 251 | 10,59 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 15 124 | −46,09 | 862 | −39,51 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 504 080 | −9,26 | 28 738 | 1,77 | ||||
2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Pacific Financial Group Inc | 15 933 | −5,94 | 908 | 5,46 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 430 108 | −9,08 | 24 520 | 1,97 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 595 170 | −1,01 | 33 931 | 11,03 | ||||
2025-07-15 | 13F | Kopp Family Office, LLC | 504 111 | −11,97 | 28 739 | −1,26 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 265 373 | −0,84 | 15 129 | 11,21 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Efficient Advisors, LLC | 757 359 | −5,39 | 43 177 | 6,12 | ||||
2025-08-08 | 13F | First Western Trust Bank | 631 370 | −2,80 | 35 994 | 9,02 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 3 830 808 | −0,03 | 218 394 | 12,12 | ||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 33 631 | −1,56 | 1 917 | 10,43 | ||||
2025-08-08 | 13F | Breed's Hill Capital LLC | 233 632 | −2,62 | 13 319 | 9,23 | ||||
2025-07-23 | 13F | Golden Reserve Retirement LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Trust Co Of Vermont | 165 672 | −0,53 | 9 445 | 11,57 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 12 556 | −47,93 | 716 | −41,63 | ||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 123 673 | −3,95 | 7 051 | 7,72 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 147 396 | −5,51 | 8 403 | 5,98 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 17 415 | −2,38 | 993 | 9,49 | ||||
2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 170 493 | −2,55 | 9 720 | 9,30 | ||||
2025-08-06 | 13F | Financial Alternatives, Inc | 7 870 | −8,90 | 449 | 2,05 | ||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 50 916 | −0,00 | 2 903 | 12,13 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 43 640 | −1,43 | 2 488 | 10,53 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 495 016 | −0,93 | 28 221 | 6,99 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 21 774 | −35,64 | 1 241 | −27,81 | ||||
2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 29 504 | −0,46 | 1 682 | 11,69 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 13 492 | −5,02 | 769 | 6,51 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 56 990 | −0,49 | 3 249 | 11,58 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 41 097 | −4,09 | 2 343 | 7,53 | ||||
2025-07-16 | 13F | Plancorp, LLC | 353 224 | −8,10 | 20 137 | 3,07 | ||||
2025-07-25 | 13F | JustInvest LLC | 29 319 | −3,34 | 1 672 | 8,50 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 41 570 | −4,52 | 2 370 | 7,10 | ||||
2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 1 616 | −43,91 | 92 | −36,99 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3 636 | −33,52 | 207 | −25,27 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 28 506 | −4,75 | 1 625 | 6,84 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 5 285 | −29,38 | 301 | −20,79 | ||||
2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 47 165 | −67,19 | 2 621 | −64,30 | ||||
2025-08-14 | 13F | Aureus Asset Management, LLC | 38 488 | −4,65 | 2 194 | 6,97 | ||||
2025-05-14 | 13F | GDS Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 41 561 | −7,02 | 2 369 | 4,32 | ||||
2025-07-08 | 13F | Ransom Advisory, Ltd | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | LM Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | ISZAX - Voya Solution 2025 Portfolio Class ADV | 232 052 | −27,76 | 13 229 | −18,98 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 21 524 | −4,44 | 1 227 | 7,26 | ||||
2025-08-14 | 13F | Gould Capital, LLC | 243 745 | −0,19 | 13 896 | 11,94 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 65 794 | −9,85 | 3 751 | 1,11 | ||||
2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 7 806 | −3,18 | 445 | 8,80 | ||||
2025-05-07 | 13F | Valued Retirements, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 49 150 | −1,27 | 2 802 | 10,75 | ||||
2025-08-05 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 57 884 | −0,46 | 3 300 | 11,64 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 4 364 | −3,19 | 249 | 8,30 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 724 951 | −1,02 | 41 329 | 18,01 | ||||
2025-07-23 | 13F | Colony Family Offices, LLC | 26 305 | −7,82 | 1 500 | 3,38 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Golden Bell Financial Planning LLC | 20 474 | −1,13 | 1 167 | 10,93 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 45 346 | −2,60 | 2 585 | 9,26 | ||||
2025-08-08 | 13F | Francis Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Custos Family Office, LLC | 39 711 | −1,09 | 2 264 | 10,93 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 17 998 | −85,50 | 1 026 | −83,74 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 6 957 | −9,21 | 397 | 1,80 | ||||
2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 22 399 | −2,03 | 1 277 | 9,81 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 21 774 | −6,08 | 1 230 | 4,41 | ||||
2025-08-14 | 13F | Apriem Advisors | 603 275 | −1,13 | 34 393 | 10,90 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 20 042 | −0,33 | 1 060 | 10,20 | ||||
2025-05-08 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 103 843 | −92,96 | 5 920 | −92,10 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 5 329 | −18,65 | 304 | −8,73 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 99 218 | −4,20 | 5 655 | 7,39 | ||||
2025-08-26 | NP | VSQIX - Voya Solution 2065 Portfolio Class I | 30 673 | −3,58 | 1 749 | 8,10 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 24 238 | −4,96 | 1 382 | 6,56 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 217 018 | −0,37 | 12 372 | 11,74 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 585 121 | −9,51 | 33 358 | 2,37 | ||||
2025-08-08 | 13F | Everett Harris & Co /ca/ | 11 481 | −19,32 | 655 | −9,54 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 22 001 | −7,86 | 1 254 | 3,38 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 260 542 | −4,02 | 14 854 | 7,65 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 19 748 | −12,89 | 1 128 | −6,00 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Intrust Bank Na | 585 493 | −3,45 | 33 379 | 8,29 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 38 504 | −55,38 | 1 957 | −52,57 | ||||
2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Benjamin Edwards Inc | 584 672 | −2,55 | 33 332 | 9,30 | ||||
2025-08-11 | 13F | Birchbrook, Inc. | 191 135 | −2,63 | 10 897 | 9,20 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 327 304 | −13,69 | 18 660 | −3,19 | ||||
2025-08-14 | 13F | STAR Financial Bank | 9 360 | −4,62 | 534 | 7,03 | ||||
2025-07-16 | 13F | Eagle Global Advisors Llc | 12 323 | −2,38 | 703 | 9,52 | ||||
2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 91 811 | −2,84 | 5 234 | 8,97 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 1 276 298 | −1,42 | 64 874 | 4,78 | ||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 4 237 | −91,13 | 242 | −90,08 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 287 178 | −1,76 | 73 382 | 10,18 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 9 320 | −2,02 | 530 | 18,83 | ||||
2025-08-14 | 13F | Paloma Partners Management Co | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 104 693 | −6,76 | 62 979 | 4,57 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 17 993 | −58,25 | 1 026 | −53,20 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 7 026 | −4,73 | 401 | 6,95 | ||||
2025-08-13 | 13F | Williamson Legacy Group, LLC | 3 529 | −33,72 | 201 | −25,56 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 406 | −94,95 | 23 | −94,43 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 166 715 | −18,01 | 9 569 | −7,42 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 134 411 | −43,73 | 7 662 | −36,90 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 76 776 | −56,84 | 4 383 | −51,53 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 197 263 | −1,16 | 11 246 | 10,85 | ||||
2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 7 318 | −26,96 | 420 | −17,68 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 4 533 | −12,08 | 260 | −1,15 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 252 652 | −2,56 | 14 404 | 9,29 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 6 680 | −10,28 | 381 | 0,53 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 37 179 | −7,03 | 2 120 | 4,28 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | McLean Asset Management Corp | 9 392 | −1,17 | 537 | 23,79 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 9 925 236 | −4,16 | 565 838 | 7,49 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 14 675 | −1,89 | 837 | 10,00 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 4 324 | −10,27 | 220 | −4,78 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 55 811 | −5,80 | 3 182 | 5,65 | ||||
2025-07-17 | 13F | C2C Wealth Management, LLC | 46 067 | −8,62 | 2 626 | 2,50 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 9 506 | −9,52 | 542 | 1,31 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 54 416 | −0,72 | 3 102 | 11,38 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Certified Advisory Corp | 103 972 | −0,66 | 5 927 | 11,41 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 563 | −12,71 | 32 | 0,00 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 141 898 | −3,94 | 8 090 | 7,74 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 34 | −34,62 | 2 | −50,00 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 17 787 | −77,52 | 1 014 | −74,78 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 15 383 | −18,98 | 877 | −9,22 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 17 533 | −0,19 | 1 000 | 12,00 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 64 851 | −48,07 | 4 | −50,00 | ||||
2025-07-17 | 13F | Michels Family Financial, LLC | 10 456 | −8,31 | 596 | 2,94 | ||||
2025-07-18 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Laraway Financial Inc | 76 833 | −2,24 | 4 380 | 9,64 | ||||
2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | May Hill Capital, LLC | 49 354 | −0,69 | 2 814 | 11,36 | ||||
2025-07-18 | 13F | WealthNavi Inc. | 48 247 711 | −3,10 | 2 751 | 8,70 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 26 618 | −3,68 | 1 517 | 8,05 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 68 500 | −52,99 | 3 905 | −47,27 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 19 551 | −89,22 | 1 115 | −87,92 | ||||
2025-07-09 | 13F | PFW Advisors LLC | 154 222 | −5,87 | 8 792 | 5,57 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 213 184 | −4,49 | 12 154 | 7,12 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 5 428 | −3,33 | 309 | 8,42 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20 282 | −5,99 | 1 156 | 12,12 | ||||
2025-08-12 | 13F | Inscription Capital, LLC | 21 250 | −47,16 | 1 211 | −39,96 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 10 865 | −1,24 | 619 | 10,73 | ||||
2025-07-07 | 13F | Investors Research Corp | 3 070 | −38,14 | 175 | −30,56 | ||||
2025-08-14 | 13F | Voya Financial Advisors, Inc. | 24 392 | −0,45 | 1 386 | 10,44 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 11 462 597 | −2,36 | 653 483 | 9,51 | ||||
2025-07-02 | 13F | Marotta Asset Management | 3 696 | −4,37 | 211 | 2,94 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 956 360 | −2,24 | 54 522 | 9,64 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 5 373 | −48,75 | 306 | −42,48 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 79 807 | −1,43 | 4 550 | 10,55 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 1 666 845 | −1,21 | 95 027 | 10,80 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 8 124 | −1,32 | 463 | 10,24 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 15 320 | −31,83 | 873 | −23,56 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 19 096 | −18,58 | 1 089 | −8,72 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 12 626 | −8,48 | 720 | 2,57 | ||||
2025-08-12 | 13F | Wind River Trust Co | 202 977 | −4,26 | 11 572 | 7,39 | ||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 151 516 | −0,09 | 8 638 | 12,05 | ||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 163 167 | −12,42 | 9 302 | −1,77 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 44 549 | −2,42 | 2 540 | 9,44 | ||||
2025-08-13 | 13F | Black Cypress Capital Management, LLC | 14 959 | −18,10 | 853 | −8,19 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 23 417 | −5,42 | 1 335 | 6,04 | ||||
2025-07-16 | 13F | LS Investment Advisors, LLC | 22 761 | −14,96 | 1 298 | −4,63 | ||||
2025-04-17 | 13F | P/E Global LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 32 351 | −1,67 | 1 844 | 10,29 | ||||
2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 124 437 | −1,68 | 7 094 | 10,28 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 119 693 | −7,92 | 6 824 | 3,27 | ||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 3 358 | −10,33 | 191 | 0,53 | ||||
2025-08-14 | 13F | Comerica Bank | 1 700 295 | −2,13 | 96 934 | 9,77 | ||||
2025-08-27 | NP | HCINX - The Institutional International Equity Portfolio HC Strategic Shares | 669 196 | −41,56 | 38 151 | −34,46 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 18 189 | −48,71 | 1 037 | −42,51 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | jvl associates llc | 5 275 | −20,99 | 301 | −11,50 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 101 488 | −20,92 | 5 786 | −11,31 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7 313 | −3,94 | 417 | 7,77 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 74 462 | −3,43 | 4 245 | 8,32 | ||||
2025-07-29 | 13F | Regions Financial Corp | 7 644 326 | −5,86 | 435 803 | 5,59 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 210 300 | −10,98 | 11 989 | −0,16 | ||||
2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Fft Wealth Management Llc | 65 598 | −8,98 | 3 788 | 3,41 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 10 220 446 | −1,83 | 582 668 | 10,10 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 32 259 | −12,92 | 1 839 | −2,28 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 6 728 | −3,57 | 384 | 8,19 | ||||
2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 491 291 | −13,85 | 27 306 | −6,24 | ||||
2025-07-09 | 13F | Woodstock Corp | 17 235 | −4,67 | 983 | 6,86 | ||||
2025-08-13 | 13F | Satovsky Asset Management Llc | 4 710 | −0,49 | 268 | 11,67 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 17 199 318 | −1,21 | 980 533 | 10,80 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 37 046 | −22,63 | 2 112 | −13,23 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 37 034 | −2,63 | 2 111 | 9,21 | ||||
2025-07-23 | 13F | Friedenthal Financial | 16 020 | −1,42 | 913 | 10,67 | ||||
2025-07-15 | 13F | Kwmg, Llc | 973 882 | −0,46 | 55 521 | 11,64 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 116 922 | −7,32 | 6 840 | 1,32 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 129 086 | −0,12 | 7 359 | 12,03 | ||||
2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 152 328 | −11,46 | 7 743 | −5,90 | ||||
2025-08-13 | 13F | Wealthquest Corp | 20 012 | −1,15 | 1 141 | 10,79 | ||||
2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 421 867 | −0,43 | 24 051 | 11,68 | ||||
2025-08-15 | 13F | Howland Capital Management Llc | 16 089 | −1,41 | 917 | 10,62 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 111 889 | −4,22 | 6 379 | 7,43 | ||||
2025-08-04 | 13F | Twin City Private Wealth, Llc | 15 244 | −11,20 | 869 | −0,34 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 261 | −5,43 | 15 | 0,00 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Paulson Wealth Management Inc. | 161 915 | −0,54 | 9 231 | 11,55 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 79 325 | −31,19 | 4 548 | −22,65 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 64 427 | −0,77 | 3 738 | 13,27 | ||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 58 960 | −1,04 | 3 361 | 11,00 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 590 302 | −0,16 | 33 552 | 11,98 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 2 603 492 | −0,98 | 148 425 | 11,06 | ||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 101 786 | −0,05 | 5 803 | 12,09 | ||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 6 366 | −79,13 | 363 | −76,65 | ||||
2025-08-26 | NP | VSPAX - Voya Solution 2060 Portfolio Class ADV | 46 751 | −7,50 | 2 665 | 3,78 | ||||
2025-08-14 | 13F | London & Capital Asset Management Ltd | 22 471 | −59,59 | 1 281 | −54,67 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 33 912 | −17,24 | 1 933 | −7,16 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 50 138 | −1,00 | 2 858 | 11,03 | ||||
2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 3 840 | −27,91 | 346 | 28,15 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 20 167 | −97,04 | 1 150 | −96,68 | ||||
2025-08-04 | 13F | One Day In July LLC | 195 106 | −31,12 | 11 123 | −22,75 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 597 | −5,09 | 34 | 9,68 | ||||
2025-07-30 | 13F | Fusion Family Wealth LLC | 1 834 811 | −1,02 | 104 603 | 11,01 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 411 304 | −5,25 | 23 448 | 6,27 | ||||
2025-08-11 | 13F | Lcnb Corp | 11 364 | −11,80 | 648 | −1,07 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 33 775 | −11,78 | 1 926 | −1,03 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 4 202 | −31,51 | 240 | −23,15 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 35 300 | −39,14 | 2 012 | −31,75 | |||
2025-07-09 | 13F | Stokes Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 31 112 | −46,99 | 1 774 | −40,56 | ||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 17 949 | −7,18 | 1 023 | 4,18 | ||||
2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 500 168 | −6,83 | 29 | 3,70 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 43 524 | −0,90 | 2 481 | 11,16 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 537 177 | −1,62 | 30 624 | 10,34 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 1 197 908 | −8,27 | 68 293 | 2,89 | ||||
2025-08-13 | 13F | Echo45 Advisors LLC | 371 504 | −1,01 | 21 179 | 11,02 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 39 574 | −3,52 | 2 256 | 8,25 | ||||
2025-07-23 | 13F | Sunbeam Capital Management, LLC | 7 302 | −7,72 | 416 | 3,48 | ||||
2025-07-31 | 13F | City State Bank | 21 317 | −1,04 | 1 215 | 11,06 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 229 651 | −0,79 | 13 094 | 11,28 | ||||
2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 198 154 | −7,81 | 11 013 | 0,34 | ||||
2025-07-14 | 13F | Harrington Investments, INC | 5 000 | −9,09 | 285 | 2,15 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 65 753 | −7,59 | 3 749 | 3,65 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 43 044 | −1,82 | 2 454 | 10,10 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Capstone Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F | 107 000 | −14,40 | 6 100 | −3,98 | ||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 164 174 | −2,52 | 9 360 | 9,33 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 361 545 | −0,88 | 20 745 | 11,88 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 97 208 | −12,94 | 5 542 | −2,36 | ||||
2025-07-23 | 13F | True Vision MN LLC | 15 463 | −0,39 | 882 | 11,66 | ||||
2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 172 224 | −67,45 | 9 819 | −63,50 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 15 116 | −67,79 | 862 | −63,90 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 159 928 | −13,24 | 9 118 | −2,69 | ||||
2025-07-31 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 24 378 | −4,10 | 1 390 | 7,51 | ||||
2025-07-08 | 13F | Charis Legacy Partners, LLC | 34 815 | −6,73 | 1 985 | 4,59 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 58 519 | −1,18 | 3 336 | 10,83 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 2 375 | −9,76 | 135 | 1,50 | ||||
2025-07-22 | 13F | Legacy Trust | 21 315 | −5,99 | 1 215 | 5,47 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 172 970 | −2,21 | 9 861 | 9,68 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 657 352 | −2,45 | 37 476 | 9,41 | ||||
2025-07-09 | 13F | Beacon Financial Group | 53 775 | −0,25 | 3 066 | 11,86 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 34 363 | −2,03 | 1 959 | 9,93 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 12 870 | −55,74 | 734 | −50,41 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 364 214 | −2,61 | 20 764 | 9,23 | ||||
2025-08-13 | 13F | F/M Investments LLC | 367 849 | −1,27 | 20 972 | 10,74 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 60 731 | −67,99 | 3 462 | −64,10 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 268 425 | −1,42 | 15 303 | 10,56 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 8 485 | −19,45 | 484 | −9,72 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 285 667 | −24,65 | 16 286 | −15,49 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 26 615 | −0,06 | 1 517 | 12,12 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 369 419 | −2,53 | 21 061 | 9,32 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 6 749 | −6,00 | 385 | 5,49 | ||||
2025-07-30 | 13F | Sterling Investment Management, Inc. | 23 744 | −9,61 | 1 354 | 1,35 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 4 615 | −5,49 | 261 | 4,84 | ||||
2025-07-24 | 13F | Monument Capital Management | 70 252 | −5,06 | 4 005 | 6,49 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 428 980 | −0,49 | 24 456 | 11,62 | ||||
2025-08-13 | 13F | Rinkey Investments | 272 524 | −14,26 | 15 537 | −3,84 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 1 679 846 | −1,56 | 95 768 | 10,41 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 39 992 | −41,59 | 2 280 | −34,51 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 31 346 | −0,27 | 1 787 | 11,90 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 142 383 | −14,86 | 8 117 | −4,51 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 1 262 916 | −1,79 | 71 999 | 10,15 | ||||
2025-08-06 | 13F | Simmons Bank | 410 617 | −2,27 | 23 409 | 9,61 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 336 | −6,36 | 589 | 4,99 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 6 266 | −3,11 | 0 | |||||
2025-08-12 | 13F | Allen Capital Group, LLC | 38 719 | −0,06 | 2 207 | 12,09 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 119 190 | −2,33 | 6 795 | 9,55 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 11 660 | −5,09 | 665 | 6,41 | ||||
2025-07-11 | 13F | Financial Advisory Corp | 846 621 | −1,45 | 48 266 | 10,53 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 43 290 | −12,89 | 2 468 | −2,30 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 252 377 | −0,11 | 14 388 | 12,03 | ||||
2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 5 623 | −7,65 | 321 | −2,44 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 15 060 | −5,12 | 856 | 1,79 | ||||
2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 4 250 | −1,64 | 242 | 10,50 | ||||
2025-08-12 | 13F | Farmers National Bank | 11 013 | −1,45 | 628 | 10,39 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 3 611 618 | −1,25 | 206 | 10,81 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 26 504 | −3,30 | 1 511 | 8,40 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 18 149 | −5,91 | 1 035 | 5,51 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 58 519 | −1,48 | 3 336 | 10,50 | ||||
2025-07-15 | 13F | Kagan Cocozza Asset Management | 10 115 | −1,69 | 577 | 10,34 | ||||
2025-08-11 | 13F | Conquis Financial Llc | 6 159 | −25,83 | 351 | −16,82 | ||||
2025-08-13 | 13F | Cliffwater LLC | 771 122 | −0,33 | 43 962 | 11,79 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 12 246 | −3,76 | 698 | 8,05 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 28 803 | −0,49 | 1 642 | 14,83 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 215 825 | −7,24 | 12 304 | 4,04 | ||||
2025-07-14 | 13F | Abound Wealth Management | 496 226 | −2,49 | 28 290 | 9,36 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-14 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Thompson Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 248 261 | −0,81 | 71 163 | 11,25 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1 218 939 | −2,46 | 69 | 9,52 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 86 663 | −1,78 | 4 941 | 10,14 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 653 886 | −7,55 | 37 278 | 3,69 | ||||
2025-07-22 | 13F | Verus Wealth Management, Llc | 110 954 | −11,21 | 6 325 | −0,41 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 4 732 | −5,96 | 270 | 5,49 | ||||
2025-08-08 | 13F | Fiera Capital Corp | 511 801 | −1,75 | 29 178 | 10,19 | ||||
2025-08-11 | 13F | Eq Llc | 22 860 | −26,59 | 1 303 | −17,64 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 521 | −87,34 | 30 | −86,12 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Barrow Hanley Mewhinney & Strauss Llc | 132 404 | −39,91 | 7 548 | −32,60 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 24 355 | −5,73 | 1 388 | 5,71 | ||||
2025-08-04 | 13F | Atria Investments Llc | 1 240 653 | −4,65 | 70 730 | 6,94 | ||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Monashee Investment Management LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Gwn Securities Inc. | 13 296 | −34,24 | 759 | −26,19 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 9 010 | −54,74 | 514 | −49,26 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 15 274 | −42,45 | 871 | −35,51 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 100 | −92,82 | 6 | −92,86 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 15 716 | −2,22 | 901 | 13,62 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 25 891 | −0,56 | 1 476 | 11,56 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 1 | −99,56 | 0 | −100,00 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Bailard, Inc. | 276 374 | −0,64 | 15 756 | 11,44 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 5 190 | −13,31 | 296 | −2,96 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 913 767 | −16,01 | 52 094 | −5,79 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 49 650 | −15,06 | 2 831 | −4,75 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 14 325 | −0,69 | 817 | 11,32 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 18 831 | −1,80 | 1 074 | 10,16 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 210 393 | −0,50 | 11 995 | 11,59 | ||||
2025-07-28 | 13F | Davidson Trust Co | 32 677 | −1,71 | 1 863 | 10,24 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 119 180 | −0,16 | 6 794 | 11,98 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 18 514 | −11,52 | 1 055 | −0,75 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 147 866 | −11,85 | 7 818 | −6,68 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 123 783 | −0,83 | 7 057 | 11,22 | ||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 50 485 | −48,05 | 2 878 | −41,73 | ||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 86 579 | −7,58 | 5 | 0,00 | ||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Petix & Botte Co | 13 556 | −12,07 | 773 | −1,40 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 27 098 | −13,09 | 1 545 | −2,53 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 60 326 | −0,07 | 3 439 | 12,09 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 11 700 | −0,16 | 667 | 12,10 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2 019 031 | −9,92 | 115 105 | 1,03 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 138 451 | −1,90 | 7 893 | 10,04 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 14 860 | −0,23 | 843 | 12,72 | ||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 497 960 | −1,21 | 28 389 | 10,80 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 14 736 | −12,15 | 840 | −1,41 | ||||
2025-08-26 | NP | ISQAX - Voya Solution 2035 Portfolio Class ADV | 514 874 | −5,22 | 29 353 | 6,30 | ||||
2025-07-29 | 13F | Private Trust Co Na | 90 911 | −6,07 | 5 183 | 5,35 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 4 022 | −25,34 | 229 | −16,12 | ||||
2025-07-22 | NP | DIEFX - Destinations International Equity Fund Class I | 137 162 | −37,75 | 7 623 | −32,25 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 8 035 | −6,52 | 458 | 5,05 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 2 673 330 | −18,14 | 152 407 | −8,19 | ||||
2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 2 937 951 | −18,78 | 163 291 | −11,60 | ||||
2025-05-14 | 13F | Sellwood Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 69 429 | −20,32 | 3 958 | −10,61 | ||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | JDM Financial Group LLC | 56 469 | −0,05 | 3 219 | 12,12 | ||||
2025-05-14 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 166 707 | −19,87 | 9 504 | −10,14 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 18 563 | −0,58 | 1 058 | 11,49 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 24 514 | −0,56 | 1 398 | 11,49 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 27 019 | −1,08 | 1 540 | 10,95 | ||||
2025-07-09 | 13F | Exchange Bank | 14 586 | −0,16 | 832 | 11,99 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 4 928 060 | −3,73 | 280 949 | 7,98 | ||||
2025-07-16 | 13F | Tenret Co LLC | 461 910 | −1,13 | 26 333 | 10,89 | ||||
2025-08-13 | 13F | Arrowstreet Capital, Limited Partnership | 75 433 | −65,80 | 4 300 | −61,65 | ||||
2025-08-12 | 13F | Fortem Financial Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 218 619 | −3,93 | 12 463 | 7,76 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 551 | −14,84 | 28 | −9,68 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 124 193 | −1,40 | 7 080 | 10,56 | ||||
2025-08-21 | NP | SFBPX - Great-West SecureFoundation Balanced ETF Fund Class A | 47 859 | −2,98 | 2 728 | 8,82 | ||||
2025-07-15 | 13F | Cordant, Inc. | 497 288 | −5,80 | 28 350 | 5,66 | ||||
2025-08-05 | 13F | Connable Office Inc | 1 318 862 | −2,54 | 75 188 | 9,31 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 130 170 | −0,34 | 7 421 | 11,76 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 6 829 | −6,87 | 389 | 4,57 | ||||
2025-07-22 | 13F | Joule Financial, LLC | 136 821 | −0,58 | 7 800 | 11,51 | ||||
2025-08-04 | 13F | Field & Main Bank | 940 | −50,86 | 54 | −45,36 | ||||
2025-08-01 | 13F | Unconventional Investor, LLC | 230 946 | −1,17 | 13 166 | 10,84 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 7 430 | −5,16 | 422 | 6,03 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 249 553 | −8,11 | 14 302 | 3,60 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1 732 | −20,91 | 99 | −11,71 | ||||
2025-08-11 | 13F | Advisor Resource Council | 5 753 | −96,57 | 328 | −96,03 | ||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 7 602 | −2,58 | 433 | 9,34 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 304 551 | −2,40 | 17 362 | 9,47 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 43 063 | −3,95 | 2 455 | 7,77 | ||||
2025-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 23 056 | −3,60 | 1 314 | 8,15 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 19 655 | −9,19 | 1 121 | 1,82 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 6 558 | −3,20 | 374 | 8,43 | ||||
2025-08-26 | NP | IASPX - Voya Solution 2055 Portfolio Class ADV | 230 461 | −5,05 | 13 139 | 6,49 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 83 071 | −23,50 | 4 736 | −14,21 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 134 618 | −7,64 | 7 675 | 3,59 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 132 566 | −0,04 | 7 558 | 12,11 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 878 694 | −0,76 | 50 094 | 11,31 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1 738 251 | −0,88 | 99 | 12,50 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 22 412 | −2,92 | 1 278 | 8,87 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 159 031 | −2,23 | 9 066 | 9,65 | ||||
2025-05-15 | 13F | DRW Securities, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 9 351 | −1,23 | 533 | 10,81 | ||||
2025-07-30 | 13F | Rothschild Capital Partners, LLC | 28 388 | −26,18 | 1 618 | −17,20 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 3 384 016 | −49,29 | 192 923 | −43,13 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 125 467 | −0,46 | 7 153 | 11,65 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 8 126 | −12,54 | 463 | −1,91 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 281 192 | −1,77 | 16 031 | 10,17 | ||||
2025-08-05 | 13F | Navalign, LLC | 5 665 | −7,13 | 323 | 3,87 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 199 116 | −1,94 | 10 121 | 4,23 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 5 377 | −6,55 | 307 | 4,79 | ||||
2025-08-26 | NP | RPAR - RPAR Risk Parity ETF | 451 084 | −14,62 | 25 716 | −4,24 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 4 562 | −31,88 | 260 | −23,53 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Becker Capital Management Inc | 147 208 | −5,43 | 8 392 | 6,07 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 22 728 | −1,40 | 1 296 | 10,59 | ||||
2025-07-24 | 13F | Trevian Wealth Management LLC | 82 753 | −12,85 | 5 | 0,00 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 133 315 | −31,93 | 7 600 | −23,66 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 2 936 | −22,41 | 167 | −13,02 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 11 599 538 | −25,69 | 661 290 | −16,65 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3 206 | −0,28 | 183 | 11,66 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 125 762 | −1,48 | 7 170 | 9,62 | ||||
2025-07-08 | 13F | Next Level Private LLC | 8 094 | −1,53 | 461 | 10,55 | ||||
2025-08-14 | 13F | Fmr Llc | 15 796 065 | −1,90 | 900 534 | 10,03 | ||||
2025-07-23 | 13F | Hemenway Trust Co LLC | 10 623 | −15,43 | 606 | −5,17 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 30 906 | −0,16 | 1 762 | 7,64 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 252 912 | −1,29 | 14 419 | 10,70 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 104 174 | −0,34 | 5 939 | 11,76 | ||||
2025-08-26 | NP | ISNPX - Voya Solution 2050 Portfolio Class ADV | 56 672 | −2,88 | 3 231 | 8,90 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 1 032 154 | −0,27 | 58 843 | 11,85 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 5 819 | −7,24 | 332 | 4,09 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 20 430 | −0,17 | 1 165 | 11,92 | ||||
2025-08-14 | 13F | Bakala Capital Management LLC | 89 693 | −11,49 | 5 113 | −0,72 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 12 847 | −4,31 | 732 | 7,18 | ||||
2025-05-06 | 13F | Westover Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 1 108 580 | −3,12 | 63 200 | 8,66 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 14 727 | −9,49 | 843 | 1,81 | ||||
2025-08-04 | 13F | Retirement Systems of Alabama | 25 748 | −8,07 | 1 468 | 3,09 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 53 551 | −5,40 | 3 053 | 6,08 | ||||
2025-07-29 | 13F | Carmel Capital Partners, LLC | 14 636 | −0,44 | 834 | 11,65 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 23 106 | −0,12 | 1 314 | 12,89 | ||||
2025-07-23 | 13F | Ami Investment Management Inc | 21 812 | −0,48 | 1 244 | 11,58 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 470 806 | −18,88 | 26 841 | −9,02 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 4 871 | −9,60 | 278 | 1,47 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 28 012 | −94,16 | 1 597 | −93,45 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 151 271 | −5,55 | 8 624 | 5,93 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 5 017 | −70,73 | 240 | −72,56 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 207 943 | −10,28 | 11 855 | 0,63 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 438 479 | −5,87 | 24 998 | 5,57 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 7 879 | −18,17 | 449 | −8,18 | ||||
2025-07-31 | 13F | Alamar Capital Management, LLC | 3 899 | −1,89 | 222 | 10,45 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 23 351 | −2,68 | 1 331 | 9,19 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 170 703 | −0,54 | 9 732 | 11,56 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 94 469 | −5,40 | 5 386 | 6,11 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 62 043 | −0,77 | 3 537 | 11,30 | ||||
2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 169 920 | −0,02 | 9 687 | 12,14 | ||||
2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 11 274 | −1,85 | 1 | |||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 6 868 | −10,02 | 392 | 1,03 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wit, Llc | 3 964 405 | −1,41 | 226 011 | 10,58 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 373 695 | −0,08 | 21 304 | 12,06 | ||||
2025-07-30 | 13F | Retirement Planning Group | 162 013 | −2,11 | 9 236 | 9,80 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 74 388 | −0,23 | 4 241 | 11,90 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 66 138 | −3,01 | 3 771 | 8,77 | ||||
2025-05-15 | 13F | Lebenthal Global Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Partners in Financial Planning | 778 594 | −4,88 | 44 388 | 6,68 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial | 3 362 611 | −10,32 | 191 702 | 0,58 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 1 123 325 | −0,23 | 64 041 | 11,90 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 136 196 | −2,55 | 7 809 | 6,58 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 21 838 | −5,33 | 1 245 | 6,23 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 78 601 | −4,28 | 4 481 | 7,38 | ||||
2025-08-06 | 13F | Forbes Financial Planning, Inc. | 139 806 | −26,03 | 7 970 | −17,03 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 111 | −96,28 | 0 | |||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 44 243 | −5,35 | 2 522 | 6,19 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 124 147 | −3,86 | 7 055 | 6,64 | ||||
2025-04-29 | 13F | Hm Payson & Co | 77 692 | −5,06 | 3 949 | 0,92 | ||||
2025-08-06 | 13F | S&t Bank/pa | 5 344 | −1,35 | 305 | 10,55 | ||||
2025-05-12 | 13F | Capital Research Global Investors | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 4 908 | −29,39 | 280 | −20,96 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 140 574 | −3,37 | 8 014 | 8,39 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 69 531 | −0,93 | 3 534 | 5,30 | ||||
2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 116 645 | −65,76 | 6 650 | −61,60 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 346 452 | −1,17 | 19 751 | 10,85 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Toews Corp /adv | 432 581 | −10,73 | 24 661 | 0,13 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 74 082 | −3,04 | 4 117 | 5,54 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 193 921 | −3,92 | 11 055 | 7,77 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 522 972 | −0,52 | 29 815 | 11,57 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 157 868 | −17,98 | 9 000 | −8,00 | ||||
2025-07-23 | 13F | InTrack Investment Management Inc | 11 051 | −42,87 | 630 | −35,91 | ||||
2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Mather Group, Llc. | 275 685 | −7,41 | 15 717 | 3,85 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 853 171 | −3,45 | 48 639 | 8,29 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 256 842 | −6,82 | 14 643 | 4,51 | ||||
2025-08-04 | 13F | Whalen Wealth Management Inc. | 7 082 | −12,10 | 404 | −1,47 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 65 928 | −18,76 | 3 759 | −8,87 | ||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 77 312 | −0,67 | 4 408 | 11,40 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 5 203 | −4,65 | 249 | −10,47 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 271 018 | −7,63 | 15 451 | 3,59 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 14 019 | −2,81 | 799 | 9,00 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 56 903 | −2,90 | 3 244 | 8,93 | ||||
2025-07-01 | 13F | BancFirst Trust & Investment Management | 51 834 | −8,16 | 2 946 | 1,83 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-04-17 | 13F | Rs Crum Inc. | 124 155 | −0,72 | 6 311 | 5,52 | ||||
2025-08-14 | 13F | RBF Capital, LLC | 20 000 | −66,67 | 1 140 | −62,61 | ||||
2025-07-21 | 13F | Quattro Financial Advisors Llc | 166 643 | −6,58 | 9 500 | 4,78 | ||||
2025-05-05 | 13F | Morningstar Investment Services LLC | 655 294 | −45,07 | 33 | −42,11 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 1 024 115 | −1,18 | 58 383 | 10,83 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 3 605 323 | −0,16 | 205 539 | 11,98 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 3 708 006 | −7,67 | 211 393 | 3,55 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 56 164 | −5,68 | 3 202 | 5,78 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 31 231 | −4,20 | 1 781 | 7,42 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 3 080 951 | −1,85 | 175 645 | 10,08 | ||||
2025-07-28 | 13F | Innova Wealth Partners | 41 895 | −3,35 | 2 388 | 8,40 | ||||
2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 46 668 | −0,25 | 2 661 | 11,91 | ||||
2025-07-14 | 13F | Chico Wealth RIA | 26 829 | −0,47 | 1 530 | 11,61 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 282 | −38,96 | 16 | −30,43 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 11 779 | −4,55 | 599 | 1,36 | ||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 382 216 | −17,92 | 21 790 | −7,94 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 56 554 758 | −6,32 | 3 224 187 | 5,07 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 32 022 | −8,92 | 1 826 | 2,24 | ||||
2025-08-13 | 13F | Strategic Financial Planning, Inc. | 44 721 | −1,92 | 2 550 | 10,01 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 81 668 | −2,29 | 4 656 | 9,58 | ||||
2025-08-12 | 13F | Viawealth, Llc | 10 140 | −2,37 | 578 | 9,68 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 5 938 | −3,54 | 339 | 8,33 | ||||
2025-07-16 | 13F | Jentner Corp | 14 617 | −1,01 | 833 | 11,07 | ||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 645 339 | −4,18 | 36 791 | 7,47 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 231 331 | −8,51 | 13 188 | 2,61 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 625 327 | −2,94 | 35 650 | 8,86 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 10 434 | −18,60 | 587 | −12,54 | ||||
2025-08-14 | 13F | Aristotle Capital Management, LLC | 5 370 | −8,61 | 306 | 2,68 | ||||
2025-08-14 | 13F | Ebor Charitable Trust | 214 948 | −7,45 | 12 254 | 3,80 | ||||
2025-08-08 | 13F | Arvest Bank Trust Division | 1 137 410 | −0,95 | 64 844 | 11,09 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 23 687 | −0,25 | 1 350 | 11,85 | ||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 12 599 | −5,17 | 718 | 6,37 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 3 777 | −20,32 | 215 | −10,42 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 873 | −99,77 | 21 819 | 15,11 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 15 122 | −5,73 | 862 | 5,77 | ||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 71 154 | −12,57 | 4 056 | −1,93 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 8 150 | −4,20 | 465 | 7,41 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 22 183 | −8,99 | 1 265 | 2,10 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 3 749 | −9,64 | 214 | 1,43 | ||||
2025-07-28 | 13F | Boston Trust Walden Corp | 14 348 | −4,84 | 818 | 6,66 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 015 989 | −37,70 | 57 881 | −30,42 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 66 179 | −1,19 | 3 773 | 10,81 | ||||
2025-07-31 | 13F | United Community Bank | 287 | −55,16 | 16 | −50,00 | ||||
2025-07-24 | 13F | MA Private Wealth | 18 389 | −12,03 | 1 048 | −1,32 | ||||
2025-05-15 | 13F | Marquette Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | MEMBERS Trust Co | 6 438 | −20,95 | 367 | −11,14 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 11 227 | −0,95 | 640 | 11,11 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 13 190 | −0,01 | 752 | 12,09 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 8 032 | −6,47 | 461 | 5,50 | ||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 16 695 | −1,82 | 952 | 10,07 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 315 956 | −7,12 | 18 013 | 4,17 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 29 443 | −0,47 | 1 679 | 18,67 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 9 357 | −10,95 | 533 | −0,19 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 4 119 | −22,75 | 235 | −13,65 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 81 333 | −0,64 | 4 637 | 11,44 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 67 932 | −0,14 | 3 873 | 12,00 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 97 231 | −0,05 | 5 543 | 12,12 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 19 282 | −12,68 | 1 099 | −2,05 | ||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 66 519 | −0,65 | 3 792 | 11,43 | ||||
2025-08-13 | 13F | Capital International Investors | 212 060 | −17,14 | 12 051 | −8,10 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 55 051 672 | −7,68 | 3 138 496 | 3,55 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 24 970 | −7,83 | 1 424 | 3,49 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 275 685 | −15,23 | 15 717 | −4,92 | ||||
2025-07-28 | 13F | Aries Wealth Management | 31 000 | −27,79 | 1 767 | −19,02 | ||||
2025-07-23 | 13F | Axos Invest Inc. | 487 292 | −8,34 | 27 781 | 2,81 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 192 776 | −2,15 | 10 990 | 9,75 | ||||
2025-07-25 | 13F | Cwm, Llc | 472 523 | −0,96 | 27 | 8,33 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 35 891 | −1,70 | 2 046 | 10,24 | ||||
2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 111 941 | −2,97 | 6 382 | 8,84 | ||||
2025-07-15 | 13F | Attessa Capital LLC | 556 777 | −9,82 | 31 750 | 1,17 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 167 353 | −1,71 | 9 541 | 10,24 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 14 083 630 | −3,00 | 802 908 | 8,80 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 8 355 | −6,96 | 476 | 4,39 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | High Note Wealth, LLC | 2 623 | −46,38 | 150 | −39,92 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 14 647 | −6,72 | 1 | |||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 25 102 | −1,68 | 1 431 | 12,24 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 241 780 | −24,93 | 13 784 | −15,80 | ||||
2025-08-28 | NP | RSEE - Rareview Systematic Equity ETF | 310 735 | −17,06 | 17 715 | −6,97 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 13 332 | −5,56 | 760 | 6,00 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 181 217 | −2,42 | 10 331 | 9,45 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 5 157 | −3,28 | 294 | 8,49 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 3 251 331 | −0,81 | 185 358 | 11,25 | ||||
2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 639 905 | −4,32 | 35 566 | 4,13 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 6 647 285 | −0,09 | 378 962 | 12,06 | ||||
2025-08-06 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 4 383 | −6,35 | 223 | −0,45 | ||||
2025-07-15 | 13F | Gpwm Llc | 341 907 | −3,35 | 19 492 | 8,40 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 5 147 | −6,25 | 293 | 5,02 | ||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 7 105 | −0,10 | 405 | 12,19 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 600 028 | −82,92 | 34 208 | −80,84 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 49 514 | −2,34 | 2 823 | 9,51 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 18 193 | −1,37 | 1 037 | 10,67 | ||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 8 670 | −34,68 | 494 | −26,71 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 245 763 | −0,01 | 14 011 | 12,14 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 49 127 | −5,32 | 2 801 | 6,18 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 14 208 | −4,72 | 810 | 6,87 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 5 341 | −12,49 | 305 | −1,94 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 69 834 | −7,00 | 3 981 | 4,32 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 15 351 | −15,91 | 875 | −5,61 | ||||
2025-05-14 | 13F | Seeds Investor Llc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Byrne Asset Management LLC | 100 | −21,26 | 6 | −16,67 | ||||
2025-07-18 | 13F | Gold Investment Management Ltd. | 66 513 | −0,45 | 3 792 | 11,63 | ||||
2025-07-09 | 13F | First Bank & Trust | 844 949 | −1,35 | 48 171 | 10,64 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 172 513 | −1,51 | 9 835 | 10,46 | ||||
2025-08-12 | 13F | Umpqua Bank | 3 981 | −20,08 | 227 | −10,67 | ||||
2025-07-24 | 13F | West Bancorporation Inc | 74 723 | −2,22 | 4 260 | 9,65 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 79 003 | −6,72 | 4 504 | 8,95 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 36 230 | −0,14 | 2 065 | 11,98 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 60 106 | −12,08 | 3 427 | −1,38 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 5 375 | −0,28 | 306 | 12,09 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 7 995 | −8,25 | 456 | 2,94 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 242 299 | −3,03 | 13 813 | 8,76 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 4 198 | −76,53 | 239 | −73,71 | ||||
2025-08-07 | 13F | Prime Buchholz LLC | 448 792 | −2,25 | 25 586 | 9,64 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 9 954 | −67,71 | 567 | −63,82 | ||||
2025-07-11 | 13F | Busey Wealth Management | 15 466 | −13,38 | 882 | −2,87 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 413 357 | −0,28 | 23 565 | 11,85 | ||||
2025-08-07 | 13F | Wealth Forward, LLC | 358 244 | −1,11 | 20 423 | 10,92 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 2 027 331 | −2,09 | 103 049 | 4,08 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 302 | −62,82 | 0 | |||||
2025-07-01 | 13F | Private Client Services, Llc | 5 607 | −8,25 | 320 | 2,90 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 644 398 | −5,66 | 36 737 | 5,82 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 16 824 | −0,01 | 959 | 12,16 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 115 379 | −0,63 | 6 578 | 20,41 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 47 260 | −24,51 | 2 694 | −15,34 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 18 352 | −6,87 | 1 046 | 4,50 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 509 311 | −72,13 | 29 060 | −68,72 | ||||
2025-05-12 | 13F | Capital World Investors | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 183 568 | −6,29 | 10 465 | 5,11 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 19 859 881 | −10,91 | 1 132 210 | −0,08 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 1 537 | −37,92 | 88 | −30,40 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 137 958 | −5,65 | 7 865 | 5,81 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 3 879 | −2,29 | 221 | 9,95 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 167 | −54,50 | 10 | −50,00 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 43 214 | −5,28 | 2 464 | 6,26 | ||||
2025-08-08 | 13F | Condor Capital Management | 82 342 | −0,84 | 4 694 | 11,21 | ||||
2025-08-26 | NP | ISNKX - Voya Solution 2040 Portfolio Class ADV | 68 654 | −0,67 | 3 914 | 11,39 | ||||
2025-05-15 | 13F | Boyer & Corporon Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 388 840 | −7,27 | 22 168 | 4,00 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 7 318 | −17,49 | 0 | |||||
2025-07-31 | 13F | Opus Capital Group, LLC | 191 193 | −0,22 | 11 | 11,11 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 8 720 | −0,21 | 497 | 11,94 | ||||
2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 31 380 | −14,65 | 1 789 | −4,28 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 2 741 381 | −1,23 | 156 286 | 10,78 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2 549 | −18,64 | 145 | −8,81 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 3 377 | −5,54 | 193 | 6,08 | ||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 31 742 | −12,17 | 2 | 0,00 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 283 787 | −4,51 | 16 179 | 7,10 | ||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 3 665 | −37,69 | 0 | |||||
2025-07-14 | 13F | Signature Securities Group Corporation | 27 689 | −4,95 | 1 579 | 6,62 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 25 542 | −0,88 | 1 456 | 11,23 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 93 226 | −1,50 | 5 | 25,00 | ||||
2025-08-15 | 13F | State of Tennessee, Treasury Department | 4 367 054 | −6,56 | 248 966 | 4,80 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 368 965 | −15,10 | 21 035 | −4,78 | ||||
2025-07-16 | 13F | Novem Group | 24 634 | −84,62 | 1 404 | −82,75 | ||||
2025-08-04 | 13F | Spire Wealth Management | 26 163 | −35,56 | 1 492 | −27,73 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 154 969 | −5,96 | 9 | 0,00 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 307 280 | −0,90 | 17 518 | 11,15 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 6 792 | −12,16 | 387 | −1,53 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 8 792 | −1,40 | 501 | 10,60 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 6 540 | −2,29 | 330 | −0,90 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 126 856 | −3,32 | 7 232 | 8,44 | ||||
2025-08-13 | 13F | M&t Bank Corp | 5 785 694 | −3,94 | 329 843 | 7,74 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 83 374 | −1,10 | 4 753 | 10,95 | ||||
2025-08-04 | 13F | Ledyard National Bank | 12 920 | −28,97 | 737 | −20,35 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 396 543 | −1,44 | 22 607 | 10,54 | ||||
2025-07-28 | 13F | 5th Street Advisors, LLC | 8 651 | −19,15 | 493 | −9,21 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 496 | −29,24 | 28 | −20,00 | ||||
2025-08-13 | 13F | Keystone Financial Group | 19 234 | −0,74 | 1 097 | 11,38 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 64 943 | −25,13 | 3 702 | −14,42 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 34 746 | −7,09 | 1 981 | 4,21 | ||||
2025-08-28 | NP | MISAX - Victory Trivalent International Small-Cap Fund Class A | 196 178 | −71,81 | 11 184 | −66,39 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 15 592 | −7,17 | 889 | 4,10 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 258 726 | −4,00 | 14 749 | 7,66 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 31 031 | −4,31 | 1 794 | 10,14 | ||||
2025-05-14 | 13F | Arizona PSPRS Trust | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 999 160 | −1,65 | 56 962 | 10,30 | ||||
2025-08-12 | 13F | Zacks Investment Management | 25 283 | −11,51 | 1 441 | −0,76 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 13 649 | −5,46 | 778 | 6,14 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 5 133 | −21,86 | 293 | −12,31 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 4 102 | −5,92 | 0 | |||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 259 228 | −0,03 | 14 779 | 19,18 | ||||
2025-08-14 | 13F | Sei Investments Co | 25 743 436 | −5,35 | 1 467 634 | 6,16 | ||||
2025-05-08 | 13F | Goodman Financial Corp | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Interactive Financial Advisors | 190 887 | −6,98 | 10 882 | 4,32 | ||||
2025-08-12 | 13F | Summit Global Investments | 23 329 | −1,71 | 1 | 0,00 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 12 252 | −28,57 | 698 | −19,86 | ||||
2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 23 981 | −5,60 | 1 367 | 5,89 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Dohj, Llc | 14 411 | −0,03 | 744 | 1,64 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 24 364 | −0,77 | 1 389 | 11,39 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 288 620 | −0,08 | 16 454 | 12,07 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 15 584 | −3,38 | 888 | 8,42 | ||||
2025-08-12 | 13F | Boston Research & Management Inc | 20 216 | −3,71 | 1 | 0,00 | ||||
2025-08-04 | 13F | B&l Asset Management Llc | 25 312 | −2,00 | 1 443 | 9,98 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 4 450 425 | −1,64 | 253 719 | 10,31 | ||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 17 456 | −4,78 | 995 | 6,87 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 86 | −82,80 | 5 | −84,00 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 21 172 | −0,19 | 1 207 | 11,97 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 13 358 | −3,75 | 762 | 7,94 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | NP | CCMG - CCM Global Equity ETF | 1 789 067 | −7,80 | 99 436 | 0,35 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F | 90 000 | −12,62 | 5 131 | −2,01 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Blair William & Co/il | 2 956 837 | −0,49 | 168 569 | 11,61 | ||||
2025-07-17 | 13F | Emerald Advisors, LLC | 7 490 | −4,09 | 427 | 7,58 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 85 242 | −3,71 | 4 860 | 8,00 | ||||
2025-08-07 | 13F | Commerce Bank | 1 234 193 | −2,26 | 70 361 | 9,63 | ||||
2025-08-13 | 13F | Mcmorgan & Co Llc | 727 043 | −3,14 | 41 449 | 8,63 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 4 490 716 | −0,21 | 256 015 | 11,92 | ||||
2025-07-11 | 13F | LongView Wealth Management | 39 787 | −9,49 | 2 268 | 1,52 | ||||
2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 192 641 | −4,08 | 10 982 | 7,59 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 196 068 | −5,17 | 11 052 | 5,84 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 185 095 | −9,12 | 9 408 | −3,56 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 40 605 | −5,67 | 2 315 | 5,76 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 6 243 | −12,88 | 356 | −2,47 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 760 | −12,64 | 43 | −2,27 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 23 802 | −66,27 | 1 357 | −62,20 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 373 183 | −1,70 | 21 275 | 10,25 | ||||
2025-08-08 | 13F | Creative Planning | 132 070 439 | −4,54 | 7 529 336 | 7,07 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 2 703 | −1,96 | 154 | 10,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 400 008 | −0,11 | 22 804 | 19,08 |