Institutionellt ägande och fondägande - Säljare
Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.
Uppgraderaför att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Vista Investment Management | 3 028 | −0,07 | 620 | 5,45 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 9 115 | −11,34 | 1 866 | −6,47 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 2 729 | −19,02 | 559 | −14,55 | ||||
| 2025-07-07 | 13F | HMS Capital Management, LLC | 1 623 | −56,32 | 332 | −49,08 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 4 416 | −2,15 | 904 | 3,20 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Weik Capital Management | 6 625 | −2,07 | 1 356 | 3,28 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 16 314 | −2,25 | 3 339 | 3,12 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 27 927 | −3,46 | 5 716 | 1,85 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 9 471 | −13,07 | 1 939 | −8,28 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 32 546 | −0,78 | 7 | 0,00 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 2 836 | −1,90 | 580 | 3,57 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 32 247 | −0,31 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 12 739 | −1,42 | 2 607 | 4,03 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 18 825 | −2,69 | 3 853 | 2,67 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 7 559 | −0,59 | 1 547 | 4,88 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 6 218 | −2,92 | 1 273 | 2,42 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 13 548 | −10,28 | 2 773 | −5,36 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 2 700 | −63,15 | 553 | −61,15 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 4 215 | −9,65 | 863 | −4,65 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 54 570 | −2,94 | 11 169 | 2,40 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 1 840 | −41,36 | 378 | −37,83 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 32 640 | −2,24 | 6 680 | 3,15 | ||||
| 2025-08-14 | 13F | UBS Group AG | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 30 268 | −8,10 | 6 195 | −3,04 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 43 736 | −1,02 | 8 951 | 4,43 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 2 085 | −0,95 | 427 | 4,41 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 10 892 | −4,75 | 2 229 | 0,50 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 23 938 | −2,26 | 4 899 | 3,14 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 29 546 | −0,22 | 6 047 | 5,28 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 56 682 | −0,18 | 11 601 | 5,32 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 5 770 | −10,36 | 1 181 | −5,45 | ||||
| 2025-08-13 | 13F | Meketa Investment Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 65 215 | −1,01 | 13 348 | 4,44 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 1 857 | −19,96 | 382 | −15,33 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 105 523 | −0,16 | 21 597 | 5,34 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 178 | −9,18 | 36 | −5,26 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 38 577 | −7,87 | 7 896 | −3,71 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 6 821 | −1,12 | 1 396 | 4,26 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 51 665 | −5,13 | 10 574 | 0,09 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 29 789 | −1,17 | 6 097 | 4,26 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 818 957 | −0,49 | 167 616 | 4,98 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6 627 | −2,17 | 1 362 | 3,65 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5 590 | −4,95 | 1 144 | 0,35 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 19 072 | −0,53 | 3 903 | 4,95 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 545 | −8,09 | 113 | −2,61 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7 502 | −0,16 | 1 565 | 7,41 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 68 581 | −10,15 | 14 036 | −5,21 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 34 129 | −0,46 | 6 985 | 5,04 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 342 646 | −1,17 | 70 129 | 4,28 | ||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 1 642 | −2,96 | 336 | 2,44 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 1 786 | −0,45 | 346 | −4,16 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 6 242 | −11,36 | 1 278 | −6,52 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 4 104 | −28,34 | 840 | −24,48 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 9 485 | −15,49 | 1 941 | −10,84 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 27 540 | −63,72 | 5 637 | −61,72 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 21 603 | −10,10 | 4 421 | −5,15 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 32 749 | −55,68 | 6 703 | −53,24 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4 554 | −24,16 | 932 | −19,93 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 182 703 | −11,04 | 37 394 | −6,15 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 2 411 | −0,21 | 493 | 5,34 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 1 202 | −21,95 | 246 | −17,45 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 1 727 | −0,29 | 353 | 6,33 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 2 175 | −11,33 | 445 | 6,46 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 134 724 | −5,62 | 27 744 | 5,20 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 99 431 | −2,63 | 20 351 | 2,73 | ||||
| 2025-08-12 | 13F | Bokf, Na | 7 419 | −20,81 | 1 518 | −16,46 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 27 520 | −35,74 | 5 633 | −32,20 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 51 101 | −0,15 | 10 459 | 5,35 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 82 446 | −0,60 | 16 874 | 4,87 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 5 158 | −5,65 | 1 056 | −0,47 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 300 | −16,93 | 266 | −12,21 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 4 321 | −5,24 | 884 | 0,00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 6 328 | −17,57 | 1 295 | −13,03 | ||||
| 2025-08-05 | 13F | Core Alternative Capital | 223 | −14,56 | 46 | −10,00 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 21 057 | −9,54 | 4 310 | −4,56 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 98 242 | −8,33 | 20 107 | −3,29 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 4 503 | −0,73 | 922 | 4,78 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 4 494 | −1,83 | 920 | 3,49 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4 338 | −2,58 | 892 | 3,24 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 2 003 | −45,94 | 410 | −43,04 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 121 513 | −0,72 | 25 | 4,35 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 17 749 | −4,46 | 3 633 | 0,80 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 69 366 | −22,31 | 14 197 | −18,04 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 40 941 | −3,41 | 8 379 | 1,91 | ||||
| 2025-04-28 | 13F | Aaron Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 2 206 | −1,12 | 452 | 4,40 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11 213 | −2,01 | 2 295 | 3,38 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 74 135 | −3,43 | 15 177 | 1,91 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 167 | −37,46 | 1 876 | −34,01 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 17 484 | −5,62 | 3 578 | −0,42 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 21 100 | −3,65 | 4 | 0,00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 19 356 | −1,22 | 3 962 | 4,21 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 6 412 | −21,87 | 1 312 | −17,59 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 10 319 | −1,20 | 2 112 | 4,20 | ||||
| 2025-08-14 | 13F | Wimmer Associates 1, Llc | 47 070 | −0,81 | 9 634 | 3,31 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 307 | −0,08 | 268 | 5,53 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 18 782 | −4,60 | 3 844 | 0,65 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 207 | −1,23 | 246 | 7,42 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 973 | −54,66 | 199 | −52,16 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | First National Trust Co | 11 445 | −0,55 | 2 342 | 4,93 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 2 475 | −11,51 | 507 | −6,64 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2 048 | −1,44 | 421 | 4,47 | ||||
| 2025-08-05 | 13F | Rockline Wealth Management, LLC | 1 945 | −1,77 | 398 | 3,65 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 3 285 | −0,64 | 672 | 3,86 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 44 828 | −1,62 | 9 175 | 3,79 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 12 561 | −0,07 | 2 571 | 5,41 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 2 107 | −1,40 | 431 | 4,11 | ||||
| 2025-08-14 | 13F | Almitas Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 1 302 | −0,61 | 266 | 4,72 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 36 671 | −7,88 | 7 505 | −2,81 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 3 762 | −3,09 | 770 | 2,26 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 1 197 | −2,44 | 245 | 2,52 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 6 711 | −2,14 | 1 374 | 3,23 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 12 508 | −5,03 | 2 560 | 0,20 | ||||
| 2025-08-07 | 13F | Gouws Capital LLC | 14 428 | −0,04 | 2 953 | 5,43 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1 742 | −0,06 | 356 | 5,33 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 1 341 | −4,01 | 275 | 1,11 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 092 441 | −1,42 | 223 590 | 4,01 | ||||
| 2025-05-07 | 13F | Norden Group Llc | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 2 796 | −11,24 | 542 | −12,01 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 71 214 | −1,81 | 14 575 | 3,60 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 1 608 | −39,00 | 329 | −35,62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 234 | −98,28 | 253 | −98,19 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 29 233 | −0,73 | 5 983 | 4,74 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 100 550 | −28,71 | 20 604 | −24,70 | ||||
| 2025-08-14 | 13F | Rodgers Brothers Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 465 | −10,40 | 95 | −5,00 | ||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 9 650 | −45,07 | 1 975 | −42,08 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2 389 | −6,28 | 489 | −1,21 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 4 702 | −3,15 | 962 | 2,23 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 7 586 | −13,17 | 1 553 | −8,38 | ||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 64 154 | −4,99 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 5 772 | −54,00 | 1 181 | −51,48 | ||||
| 2025-07-29 | NP | ORILX - NORTH SQUARE MULTI STRATEGY FUND CLASS A | 21 100 | −3,65 | 4 176 | −6,12 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 1 245 | −3,26 | 255 | 2,01 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 114 207 | −30,69 | 23 375 | −26,88 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 21 745 | −0,91 | 4 451 | 4,53 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 1 530 | −2,86 | 313 | 2,62 | ||||
| 2025-05-12 | 13F | Asset Planning Corporation | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 3 196 | −21,32 | 654 | −17,03 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 1 537 | −54,22 | 315 | −51,77 | ||||
| 2025-07-18 | 13F | Brookmont Capital Management | 2 399 | −6,87 | 491 | −1,60 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 660 | −14,40 | 135 | −3,57 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3 065 | −9,32 | 627 | −4,27 | ||||
| 2025-05-16 | 13F | Stance Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 15 408 | −3,78 | 3 173 | 2,16 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 324 693 | −2,32 | 66 455 | 3,06 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 12 338 | −0,22 | 2 525 | 5,30 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 79 847 | −2,65 | 16 346 | 2,73 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 8 892 | −1,62 | 1 820 | 3,76 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 92 702 | −1,31 | 18 973 | 4,12 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 5 601 | −2,08 | 1 146 | 3,34 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 3 303 | −2,94 | 1 | |||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 160 058 | −0,64 | 32 759 | 105 574,19 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 2 580 | −21,41 | 530 | −16,67 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 1 241 | −4,02 | 254 | 1,20 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 1 748 | −30,05 | 358 | −26,24 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 145 | −51,67 | 30 | −50,00 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 1 730 | −2,26 | 354 | 3,21 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 1 500 | −94,91 | 307 | −94,63 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 53 053 | −3,10 | 10 858 | 3,32 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 4 431 | −2,94 | 860 | −3,91 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 285 | −14,93 | 58 | −9,37 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 6 490 | −0,51 | 1 328 | 4,98 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 9 210 | −10,36 | 1 885 | −5,42 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 3 620 | −9,27 | 741 | −4,39 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 6 701 | −0,01 | 1 371 | 5,46 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 347 959 | −0,71 | 71 217 | 4,75 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 40 685 | −4,70 | 8 327 | 0,53 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 96 855 | −1,25 | 19 908 | 4,63 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 12 256 | −0,39 | 2 508 | 5,11 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 11 990 | −19,17 | 2 454 | −14,74 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 1 657 | −3,72 | 339 | 1,80 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 68 159 | −3,94 | 13 950 | 1,35 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8 668 | −39,74 | 1 774 | −36,42 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 8 120 | −25,15 | 1 662 | −21,06 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 21 850 | −24,83 | 4 499 | −20,54 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 53 414 | −6,47 | 11 | −9,09 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 4 760 | −0,38 | 974 | 5,18 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 6 424 | −5,89 | 1 315 | −0,76 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 33 477 | −1,29 | 6 626 | 6,27 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 64 982 | −6,29 | 13 300 | −1,13 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 3 186 | −1,45 | 652 | 3,99 | ||||
| 2025-04-23 | 13F | Stephenson National Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 13 791 | −15,86 | 2 823 | −11,23 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 1 754 | −4,98 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 4 863 | −60,92 | 995 | −58,77 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 40 726 | −5,05 | 8 335 | 0,17 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 6 364 | −0,93 | 1 302 | 4,49 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 13 461 | −1,25 | 2 755 | 4,20 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 1 280 | −3,76 | 262 | 1,16 | ||||
| 2025-07-23 | 13F | Lakeside Advisors, INC. | 1 573 | −3,08 | 322 | 2,23 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 14 142 | −4,48 | 2 894 | 0,77 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 32 083 | −2,68 | 6 567 | 2,67 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 2 729 | −0,18 | 559 | 5,28 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 3 028 | −45,00 | 620 | −41,99 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 2 536 | −9,59 | 519 | −4,78 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 6 622 | −7,91 | 1 355 | −2,80 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 1 241 | −4,61 | 254 | 0,40 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 52 575 | −4,75 | 10 760 | 0,50 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 40 568 | −63,66 | 8 303 | −61,66 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 4 190 | −0,05 | 858 | 5,41 | ||||
| 2025-05-09 | 13F | Sound Financial Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 100 926 | −5,88 | 21 | 0,00 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 2 434 | −1,78 | 502 | 4,38 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12 878 | −21,48 | 2 498 | −22,20 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 18 420 | −0,44 | 3 770 | 5,04 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 12 736 | −0,04 | 2 607 | 5,46 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 5 899 | −3,20 | 1 207 | 2,12 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 4 865 | −3,13 | 996 | −2,45 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Capital Management Corp /va | 1 100 | −75,00 | 225 | −73,62 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 167 406 | −1,68 | 34 263 | 3,73 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 11 104 | −3,78 | 2 273 | 1,52 | ||||
| 2025-07-17 | 13F | City Holding Co | 1 353 | −15,54 | 277 | −10,97 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 10 716 | −5,29 | 2 193 | −0,05 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 511 | −4,31 | 105 | 0,97 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 60 690 | −2,41 | 12 532 | 8,02 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 10 589 | −4,64 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2 501 | −7,06 | 512 | −2,11 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 2 237 | −6,56 | 458 | −1,51 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 1 927 | −11,24 | 394 | −6,41 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 5 520 | −21,79 | 1 130 | −17,53 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 117 041 | −1,50 | 23 955 | 3,92 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 11 152 | −15,21 | 2 282 | −10,54 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 78 564 | −0,86 | 16 080 | 4,59 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 10 814 | −5,80 | 2 213 | −0,63 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 16 878 | −0,05 | 3 455 | 5,47 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 7 140 | −0,70 | 1 461 | 4,81 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 8 071 | −10,67 | 1 652 | −5,76 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 4 690 | −0,91 | 1 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16 986 | −2,71 | 3 490 | 3,07 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 762 | −10,35 | 157 | −1,27 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 1 402 | −52,95 | 287 | −50,35 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 4 482 | −0,20 | 927 | 11,70 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 2 813 | −9,38 | 576 | −4,49 | ||||
| 2025-05-28 | NP | EDGU - 3EDGE Dynamic US Equity ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 1 696 | −8,03 | 347 | −2,80 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 17 801 | −0,08 | 3 643 | 5,41 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 7 440 | −0,67 | 1 524 | 4,81 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | −100,00 | 0 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 3 941 | −0,43 | 807 | 5,08 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 98 546 | −3,89 | 20 169 | 1,41 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 17 077 | −3,81 | 3 495 | 1,48 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 24 079 | −4,51 | 4 928 | 0,76 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 35 742 | −2,52 | 7 315 | 2,85 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 351 636 | −11,20 | 71 969 | −6,31 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 089 | −33,34 | 632 | −29,62 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 18 078 | −1,25 | 3 566 | 4,15 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 35 510 | −1,39 | 7 268 | 4,04 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 65 929 | −1,84 | 13 494 | 3,56 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 133 496 | −0,89 | 27 323 | 4,57 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 421 | −5,61 | 86 | 0,00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 5 592 | −5,81 | 1 145 | −0,61 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5 145 | −0,45 | 1 053 | 5,09 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 57 579 | −0,32 | 11 785 | 5,17 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 121 | −99,65 | 25 | −99,64 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 1 393 | −54,12 | 285 | −51,53 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 9 613 | −2,54 | 1 967 | 2,82 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 278 828 | −0,23 | 57 068 | 5,26 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 9 196 | −28,18 | 1 894 | −23,75 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 19 119 | −0,90 | 3 913 | 4,57 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 67 | −71,12 | 14 | −71,11 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 30 777 | −1,26 | 6 299 | 4,18 | ||||
| 2025-04-10 | 13F | Matrix Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 9 031 | −0,19 | 1 848 | 5,30 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 190 | −4,04 | 39 | 0,00 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 2 269 | −0,18 | 464 | 5,45 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14 146 | −2,46 | 2 895 | 2,92 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 3 309 | −3,13 | 680 | 2,72 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 255 948 | −0,54 | 52 | 6,12 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 32 767 | −50,68 | 6 707 | −47,96 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 4 863 | −0,78 | 995 | 4,74 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 4 567 | −2,14 | 935 | 3,20 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 13 596 | −1,01 | 2 783 | 4,43 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 1 288 | −22,41 | 264 | −18,32 | ||||
| 2025-04-24 | 13F | CNB Bank | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 616 | −2,24 | 331 | 3,13 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 22 746 | −2,15 | 4 746 | 7,38 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 1 787 | −43,05 | 366 | −39,97 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 97 401 | −0,93 | 19 935 | 4,52 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 1 285 | −1,31 | 263 | 4,37 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 1 480 | −1,99 | 303 | 3,42 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 78 064 | −5,03 | 15 977 | 0,19 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 2 036 | −0,24 | 417 | 5,32 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 2 614 | −0,95 | 535 | 4,50 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 40 085 | −5,14 | 8 204 | 0,09 | ||||
| 2025-04-23 | 13F | Spectrum Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 90 829 | −1,08 | 18 590 | 4,37 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 2 879 | −0,86 | 589 | 4,62 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 19 236 | −0,10 | 3 937 | 5,41 | ||||
| 2025-05-14 | 13F | 1832 Asset Management L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 361 | −1,05 | 483 | 4,55 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 15 259 | −2,86 | 3 143 | 3,15 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 3 784 | −0,92 | 775 | 4,59 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 8 534 | −0,65 | 1 747 | 4,80 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 6 413 | −4,77 | 1 312 | 0,46 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 87 041 | −1,77 | 17 815 | 3,64 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11 451 | −57,91 | 2 344 | −55,60 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 22 636 | −10,00 | 4 633 | −5,04 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of Hawaii | 17 496 | −9,56 | 3 581 | −4,58 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8 934 | −30,63 | 1 829 | −26,82 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 25 405 | −2,28 | 5 200 | 3,09 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 32 297 | −1,09 | 6 610 | 4,36 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 22 319 | −4,75 | 4 568 | 0,51 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 42 815 | −0,12 | 8 763 | 5,38 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 6 148 | −9,33 | 1 258 | −4,33 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 4 771 | −3,98 | 976 | 1,24 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 39 852 | −1,55 | 8 157 | 3,87 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 981 | −6,57 | 201 | −1,48 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 1 883 | −34,39 | 385 | −30,76 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 3 823 | −1,16 | 782 | 4,27 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 11 640 | −0,46 | 2 382 | 5,03 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 5 312 | −15,47 | 1 087 | −10,83 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 510 | −1,34 | 514 | 4,06 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Eagle Global Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 2 589 | −3,90 | 530 | 1,34 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 2 124 | −2,79 | 435 | 2,60 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio | 53 910 | −9,54 | 11 034 | −4,56 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 1 849 | −4,64 | 378 | 0,53 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 3 498 | −1,69 | 716 | 3,62 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 31 769 | −4,90 | 6 502 | 0,34 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 3 741 | −8,49 | 766 | −3,53 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 17 077 | −0,15 | 3 495 | 5,37 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 1 008 | −9,76 | 206 | −4,63 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 27 761 | −0,31 | 5 682 | 5,18 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2 548 | −11,00 | 522 | −6,96 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 39 778 | −4,41 | 8 141 | 0,85 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 3 697 | −7,25 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 18 521 | −0,38 | 3 791 | 5,10 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 17 506 | −0,56 | 3 583 | 4,92 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 20 391 | −0,34 | 4 173 | 4,17 | ||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 8 411 | −1,75 | 1 665 | −4,26 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 3 070 | −48,77 | 628 | −45,96 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 4 476 | −9,87 | 916 | −4,88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 6 045 | −91,57 | 1 237 | −91,11 | ||||
| 2025-04-08 | 13F | Avenue 1 Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 977 | −41,74 | 200 | −38,77 | ||||
| 2025-04-02 | 13F | Beacon Wealthcare LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 5 710 | −1,14 | 1 091 | −3,63 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 3 672 | −14,84 | 752 | −10,17 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 43 409 | −10,18 | 8 889 | −5,22 | ||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14 585 | −0,33 | 2 985 | 5,18 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 108 281 | −5,76 | 22 162 | −0,57 | ||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 124 153 | −1,16 | 25 410 | 4,28 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2 786 | −18,01 | 570 | −13,51 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1 846 | −5,62 | 378 | −0,53 | ||||
| 2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | SLT Holdings LLC | 4 782 | −0,95 | 979 | 4,49 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 15 471 | −2,63 | 3 166 | 2,73 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 11 962 | −2,26 | 2 448 | 3,12 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 31 256 | −0,13 | 6 063 | −1,06 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 13 410 | −3,87 | 2 745 | 1,40 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1 147 | −2,13 | 238 | 4,41 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 87 969 | −3,96 | 18 005 | 1,32 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 36 550 | −0,49 | 7 481 | 5,00 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 100 | −28,57 | 20 | −25,93 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MKT Advisors LLC | 10 846 | −2,94 | 2 235 | 13,86 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 4 828 | −1,05 | 988 | 4,44 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 4 310 | −23,68 | 836 | −24,34 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 19 266 | −0,22 | 3 943 | 5,29 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 6 765 | −1,10 | 1 385 | 4,37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 21 321 144 | −2,53 | 4 363 798 | 2,83 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 19 280 | −0,14 | 3 946 | 9,58 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2 133 | −0,28 | 437 | 5,31 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 3 714 | −3,31 | 760 | 2,01 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 19 221 | −25,74 | 3 729 | −26,44 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 46 172 | −0,91 | 9 450 | 4,55 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 17 832 | −2,78 | 3 650 | 2,56 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 214 | −12,91 | 248 | −8,15 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 115 425 | −2,13 | 23 724 | 3,69 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 515 | −0,96 | 105 | 5,00 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 33 881 | −2,40 | 6 934 | 2,97 | ||||
| 2025-04-22 | 13F | Coho Partners, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | STAR Financial Bank | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 130 | −29,73 | 1 050 | −25,85 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 14 819 | −1,01 | 3 033 | 3,48 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 86 213 | −1,60 | 17 645 | 3,82 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 3 768 | −53,35 | 771 | −50,80 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 27 105 | −0,61 | 5 548 | 4,86 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 16 668 | −30,10 | 3 411 | −26,25 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 58 122 | −0,10 | 11 896 | 5,41 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 11 504 | −5,23 | 2 354 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 257 900 | −31,46 | 52 784 | −27,69 | |||
| 2025-07-16 | 13F | Wealth Group Ltd | 3 621 | −5,75 | 741 | −0,54 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 26 115 | −49,25 | 5 | −44,44 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 12 462 | −1,92 | 2 551 | 3,49 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 2 500 | −3,85 | 512 | 1,39 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 9 392 | −16,56 | 1 922 | −11,96 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 3 619 | −4,46 | 741 | 0,82 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 3 705 | −9,50 | 759 | −4,53 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 15 443 | −7,73 | 3 174 | −2,22 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 2 757 | −1,64 | 564 | 3,87 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 64 413 | −2,32 | 13 183 | 3,06 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 65 161 | −0,59 | 13 337 | 4,88 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 14 535 | −4,75 | 2 975 | 4,90 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 7 559 | −1,34 | 1 547 | 4,10 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 3 459 | −6,08 | 713 | −0,14 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 124 149 | −4,97 | 25 410 | 0,26 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 47 259 | −1,45 | 9 672 | 3,98 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2 210 | −3,28 | 452 | 2,03 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 247 352 | −3,71 | 50 626 | 1,59 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2 823 | −5,87 | 578 | −0,69 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 11 558 | −0,69 | 2 365 | 4,79 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 5 076 | −39,70 | 1 039 | −37,24 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 2 030 | −0,64 | 415 | 4,80 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 10 535 | −2,35 | 2 156 | 3,06 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 863 502 | −3,99 | 176 733 | 1,30 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 2 234 | −19,03 | 457 | −14,58 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 204 139 | −0,13 | 41 714 | 5,33 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 1 030 | −12,71 | 211 | −7,89 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 14 002 | −4,25 | 2 866 | 1,02 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 2 471 | −34,47 | 1 | |||||
| 2025-06-16 | 13F | Peterson Wealth Management | 38 917 | −26,86 | 7 549 | −27,55 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1 350 | −1,53 | 276 | 4,15 | ||||
| 2025-08-14 | 13F | Comerica Bank | 102 728 | −4,21 | 21 025 | 1,06 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14 815 | −0,04 | 3 032 | 5,46 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 59 897 | −2,83 | 12 259 | 2,53 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5 458 | −1,44 | 1 117 | 4,00 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 10 660 | −1,75 | 2 182 | 3,66 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 742 528 | −0,04 | 151 973 | 5,47 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 1 341 | −10,96 | 274 | −6,16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 158 917 | −0,67 | 646 536 | 4,80 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 10 273 | −3,55 | 2 103 | 1,74 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 1 226 | −12,05 | 251 | −7,41 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 2 969 | −93,77 | 608 | −93,44 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 6 109 | −0,42 | 1 250 | 5,04 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 271 636 | −15,74 | 55 596 | −11,10 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 700 | −18,60 | 143 | −13,86 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 20 619 | −9,39 | 4 220 | −5,30 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 3 401 | −8,89 | 696 | −3,87 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 1 886 | −0,11 | 386 | 5,46 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 64 | −70,91 | 13 | −69,05 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 442 169 | −2,13 | 90 499 | 3,26 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 4 268 | −2,29 | 874 | 3,07 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 14 420 | −4,80 | 2 951 | 0,44 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 1 714 | −5,82 | 357 | 1,13 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 43 645 | −1,64 | 8 933 | 3,78 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 12 818 | −1,73 | 3 | 0,00 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 15 885 | −11,36 | 3 082 | −12,20 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 217 | −2,41 | 249 | 3,32 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 194 291 | −1,17 | 39 766 | 4,27 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 3 148 | −0,16 | 644 | 5,40 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 3 162 | −4,47 | 647 | 0,78 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 3 353 | −4,72 | 686 | 0,59 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 14 424 | −10,33 | 2 952 | −5,38 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 25 497 | −1,92 | 5 218 | 3,47 | ||||
| 2025-04-11 | 13F | Adamsbrown Wealth Consultants Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 25 328 | −4,38 | 5 184 | 0,88 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4 689 | −17,58 | 960 | −13,06 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 13 683 | −2,01 | 2 800 | 3,40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 73 900 | −23,42 | 15 125 | −19,20 | |||
| 2025-08-14 | 13F | Bienville Capital Management, LLC | 7 548 | −8,15 | 1 552 | −2,70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 39 400 | −7,08 | 8 064 | −1,97 | |||
| 2025-07-30 | 13F | Wbh Advisory Inc | 7 977 | −9,18 | 1 633 | −4,17 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 35 290 | −7,34 | 7 223 | −2,25 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 127 523 | −1,08 | 26 100 | 4,37 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 2 295 | −10,42 | 470 | −5,44 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 407 483 | −1,40 | 288 069 | 4,03 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 11 557 | −60,90 | 2 365 | −58,75 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 76 078 | −1,20 | 15 571 | 4,24 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 339 | −35,43 | 69 | −31,68 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 16 371 | −2,50 | 3 351 | 2,86 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 9 588 | −2,49 | 1 962 | 2,88 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 141 553 | −0,81 | 28 972 | 4,65 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 260 | −0,09 | 462 | 5,48 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 7 226 | −94,34 | 1 479 | −94,03 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 4 103 | −1,20 | 840 | 4,22 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 3 286 | −50,53 | 673 | −47,83 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 26 122 | −4,02 | 5 346 | 1,27 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 8 572 | −2,89 | 1 754 | 2,45 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 4 866 | −18,71 | 996 | −14,30 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 4 288 | −1,15 | 878 | 4,28 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7 454 | −26,02 | 1 526 | −21,95 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 17 428 | −1,63 | 3 567 | 118 766,67 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 3 348 | −1,62 | 690 | 4,08 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 18 968 | −0,22 | 3 882 | 5,29 | ||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 20 326 | −1,74 | 4 160 | 3,69 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 98 816 | −3,82 | 20 225 | 1,47 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 2 508 | −8,10 | 514 | −3,02 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 1 010 | −27,34 | 207 | −23,42 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 35 301 | −2,70 | 7 225 | 2,66 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 47 787 | −8,43 | 9 781 | −3,39 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 3 541 | −13,78 | 725 | −9,05 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 10 867 | −3,16 | 2 224 | 2,21 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 114 183 | −1,05 | 23 | 4,55 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 7 775 | −8,40 | 1 591 | −3,34 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 2 530 | −0,04 | 518 | 5,51 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 5 704 | −17,80 | 1 167 | −13,30 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 123 503 | −15,64 | 25 277 | −11,00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 185 | −3,14 | 38 | 0,00 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 94 295 | −1,43 | 19 299 | 4,00 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 34 604 | −0,27 | 7 082 | 5,23 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 7 942 | −6,41 | 1 625 | −1,34 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 51 041 | −0,79 | 10 447 | 4,67 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 226 531 | −0,52 | 46 364 | 4,96 | ||||
| 2025-07-22 | 13F | Legacy Trust | 4 447 | −4,59 | 910 | 0,66 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 39 231 | −6,63 | 8 029 | −1,48 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 86 281 | −1,54 | 17 659 | 3,88 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 48 602 | −5,38 | 9 947 | −0,17 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 8 099 | −6,73 | 1 658 | −1,60 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 61 920 | −0,66 | 12 675 | 4,82 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 2 196 | −1,13 | 449 | 4,42 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 18 235 | −3,61 | 3 732 | 1,72 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 107 971 | −7,12 | 22 098 | −2,00 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 9 688 | −0,28 | 1 983 | 5,20 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 6 449 | −7,12 | 1 320 | −2,01 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 5 153 | −4,61 | 1 055 | 0,67 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 1 217 | −2,25 | 249 | 3,32 | ||||
| 2025-08-06 | 13F | Simmons Bank | 5 376 | −21,58 | 1 100 | −17,23 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 1 030 | −16,26 | 211 | −11,76 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 1 125 | −1,32 | 230 | 4,07 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 1 630 | −9,29 | 334 | −4,31 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 977 | −7,27 | 402 | −2,66 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 3 599 | −1,10 | 737 | 4,40 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 11 938 | −17,28 | 2 444 | −12,71 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 3 937 | −0,58 | 811 | 5,60 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 3 099 | −0,06 | 634 | 5,49 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 1 869 | −3,31 | 383 | 2,14 | ||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Farmers National Bank | 2 862 | −0,14 | 586 | 5,41 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 57 695 | −0,94 | 11 808 | 4,51 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 2 896 | −5,61 | 593 | −0,50 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 140 | −26,32 | 0 | |||||
| 2025-05-13 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | J.Safra Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 4 572 | −2,01 | 936 | 3,31 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 30 987 | −4,17 | 6 342 | 1,12 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 69 212 | −3,00 | 14 166 | 14,28 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 227 569 | −1,51 | 46 577 | 3,91 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5 215 607 | −2,50 | 1 067 477 | 3,91 | ||||
| 2025-05-09 | 13F | Delta Asset Management Llc/tn | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 2 278 | −1,94 | 466 | 3,56 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 7 425 | −7,70 | 1 520 | −2,63 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 4 402 | −2,72 | 901 | 2,62 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 25 822 | −4,36 | 5 285 | 0,90 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 15 736 | −2,51 | 3 221 | 2,84 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 72 750 | −0,31 | 14 890 | 5,18 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 38 361 | −2,79 | 7 851 | 2,57 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 150 712 | −2,81 | 31 | 0,00 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 6 823 | −0,39 | 1 396 | 5,12 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 18 895 | −0,68 | 3 867 | 4,80 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 26 008 | −38,38 | 5 323 | −34,99 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 2 819 | −16,87 | 577 | −12,18 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 101 971 | −1,54 | 20 871 | 3,88 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 4 899 | −17,48 | 950 | −18,24 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 9 170 | −7,75 | 1 877 | −2,70 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11 007 | −14,66 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 2 980 | −12,53 | 610 | −7,73 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 4 125 | −50,38 | 844 | −47,64 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 231 | −0,08 | 255 | 12,33 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 3 193 | −5,62 | 654 | −0,46 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 45 959 | −0,61 | 9 406 | 4,86 | ||||
| 2025-07-07 | 13F | Trust Co | 2 286 | −44,12 | 468 | −41,11 | ||||
| 2025-04-30 | 13F | Linden Thomas Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | 3EDGE Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 23 574 | −3,07 | 4 825 | 2,25 | ||||
| 2025-04-17 | 13F | Searcy Financial Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | BSW Wealth Partners | 3 394 | −0,03 | 695 | 5,47 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 16 459 | −0,03 | 3 369 | 5,48 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 17 301 | −1,79 | 3 541 | 3,60 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6 742 | −11,67 | 1 389 | −6,02 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 11 072 | −56,80 | 2 282 | −54,22 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 16 253 | −6,15 | 3 327 | −0,98 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 15 823 | −3,06 | 3 238 | 2,27 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 9 855 | −1,15 | 2 017 | 4,29 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 19 015 | −0,51 | 3 892 | 4,96 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 878 | −9,55 | 2 227 | −4,59 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 10 557 | −24,06 | 2 161 | −19,88 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 2 619 | −16,03 | 536 | −11,40 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Financial Partners Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 26 309 | −2,01 | 5 385 | 3,38 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 44 130 | −10,32 | 9 032 | −5,37 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 7 832 | −0,14 | 1 603 | 5,39 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 32 740 | −8,60 | 6 701 | −3,57 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 49 022 | −1,11 | 10 033 | 4,34 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 8 570 | −75,72 | 1 754 | −74,38 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 16 750 | −5,31 | 3 | 0,00 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 29 948 | −1,16 | 6 130 | 4,29 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 8 263 | −0,07 | 1 691 | 5,42 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2 091 | −2,43 | 428 | 2,89 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36 241 | −5,94 | 7 417 | −0,76 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 331 192 | −10,38 | 67 796 | −5,43 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F/A | Atlanta Consulting Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8 446 | −1,34 | 1 729 | 4,10 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 735 554 | −0,05 | 152 843 | 7,06 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 058 | −15,37 | 831 | −11,61 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 1 826 | −3,08 | 374 | 2,19 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 9 143 | −3,34 | 1 871 | 2,02 | ||||
| 2025-04-10 | 13F | Nixon Peabody Trust Co | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 22 754 | −7,22 | 4 414 | −8,08 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1 045 | −1,42 | 214 | 3,90 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 2 940 | −5,07 | 602 | 0,17 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 10 426 | −2,72 | 2 134 | 2,60 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 14 301 | −15,66 | 2 939 | −10,64 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 82 331 | −13,58 | 17 024 | −7,88 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 10 094 | −1,34 | 2 066 | 4,08 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 7 991 | −91,79 | 1 636 | −90,57 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 20 479 | −0,12 | 4 191 | 5,38 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 1 812 | −99,48 | 371 | 36 900,00 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 5 625 | −0,02 | 1 151 | 5,50 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 4 920 | −7,38 | 1 007 | −2,33 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 448 160 | −8,96 | 91 725 | −3,95 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 13 071 | −6,76 | 2 675 | −1,62 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 2 167 | −10,71 | 444 | −5,74 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 935 | −17,86 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 31 510 | −0,21 | 6 449 | 5,29 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 5 822 | −14,32 | 1 192 | −9,64 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 015 | −35,89 | 822 | −32,37 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 149 244 | −0,02 | 30 676 | 5,94 | ||||
| 2025-06-03 | 13F | Invst, LLC | 5 263 | −4,08 | 1 021 | −5,03 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 995 | −9,13 | 204 | −4,25 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 1 033 | −4,62 | 211 | 0,48 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 5 527 | −0,81 | 1 149 | 14,46 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 5 513 | −1,78 | 1 128 | 3,68 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 5 490 | −1,58 | 1 065 | −2,47 | ||||
| 2025-07-29 | 13F | Creekside Partners | 32 855 | −0,96 | 6 725 | 4,49 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 2 958 | −5,37 | 605 | −0,17 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 121 836 | −1,80 | 24 936 | 3,61 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 4 173 | −0,52 | 854 | 5,04 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 688 | −4,04 | 141 | 0,72 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 44 987 | −1,64 | 9 207 | 3,95 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 22 343 | −2,81 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 99 004 | −8,36 | 20 263 | −3,32 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 41 652 | −2,41 | 8 525 | 2,96 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 4 025 | −6,98 | 824 | −1,91 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 1 030 | −0,29 | 211 | 5,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 15 484 | −2,17 | 3 169 | 3,22 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 826 | −64,82 | 1 192 | −62,89 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 3 652 | −27,95 | 747 | −24,01 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 2 048 | −3,85 | 419 | 1,45 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 20 127 | −1,49 | 4 119 | 3,94 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 20 510 | −3,51 | 4 198 | 1,79 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Dupree Financial Group, LLC | 16 901 | −0,56 | 3 459 | 4,95 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 5 508 | −0,27 | 1 127 | 5,23 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 63 424 | −0,86 | 12 981 | 4,61 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 9 581 | −4,76 | 1 961 | 0,46 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 44 169 | −5,29 | 9 040 | −0,07 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 3 829 | −10,31 | 1 | |||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 1 355 | −34,86 | 277 | −31,27 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 5 717 | −0,44 | 1 170 | 5,12 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 23 742 | −0,13 | 4 859 | 5,38 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 29 245 | −3,12 | 5 986 | 2,22 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 103 377 | −2,31 | 21 158 | 3,06 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 14 912 | −0,18 | 3 052 | 5,31 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 3 933 | −28,62 | 805 | −25,49 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 27 539 | −0,07 | 5 636 | 5,44 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 7 630 | −1,10 | 1 562 | 4,34 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 8 688 | −4,72 | 1 792 | 1,36 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 64 003 | −1,56 | 13 099 | 3,85 | ||||
| 2025-07-18 | 13F | Columbia Asset Management | 19 475 | −7,40 | 3 986 | −2,30 | ||||
| 2025-04-25 | 13F | Benchmark Financial Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 637 496 | −4,12 | 131 031 | 1,58 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 16 783 | −2,21 | 3 435 | 3,18 | ||||
| 2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 1 100 | −6,38 | 210 | −11,39 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 3 518 | −1,21 | 720 | 4,35 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 161 534 | −11,34 | 33 061 | −6,46 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 344 | −8,16 | 2 322 | −3,13 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 1 518 | −0,26 | 311 | 5,42 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 28 650 | −2,25 | 5 843 | 2,78 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 44 715 | −0,86 | 9 152 | 5,72 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 187 854 | −3,29 | 38 448 | 2,04 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 256 | −64,15 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 294 | −8,41 | 57 | −9,68 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 5 238 | −1,69 | 1 072 | 3,78 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 25 945 | −1,70 | 5 033 | −2,61 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 20 783 | −3,05 | 4 254 | 2,28 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 38 333 | −45,78 | 8 | −46,15 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 370 | −5,85 | 76 | −1,32 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 1 090 | −45,12 | 223 | −42,08 | ||||
| 2025-07-14 | 13F | Arlington Partners LLC | 8 000 | −69,23 | 1 637 | −67,54 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 440 | −10,57 | 90 | −5,26 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 6 006 | −1,78 | 1 229 | 3,63 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 70 394 | −1,79 | 14 408 | 3,62 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25 790 | −1,04 | 5 278 | 4,41 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 19 213 | −19,44 | 3 932 | −15,00 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 7 742 | −9,28 | 1 585 | −4,29 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 84 423 | −0,97 | 17 279 | 4,49 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 12 711 | −7,29 | 2 602 | −2,18 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 104 010 | −0,49 | 21 288 | 4,99 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 3 457 | −3,22 | 708 | 2,17 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 3 730 | −7,92 | 763 | −1,29 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 2 871 | −9,09 | 590 | −3,59 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 4 361 | −0,48 | 893 | 4,94 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 16 872 | −0,18 | 3 453 | 5,34 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 2 054 | −52,31 | 420 | −49,70 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 14 956 | −15,57 | 3 061 | −10,91 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 138 385 | −2,23 | 28 323 | 3,15 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 5 888 | −39,94 | 1 210 | −36,95 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 16 625 | −1,53 | 3 403 | 3,94 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 19 642 | −3,47 | 4 020 | 1,85 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Chesley Taft & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 60 567 | −3,30 | 12 396 | 2,02 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 10 124 | −0,11 | 2 072 | 5,39 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 181 417 | −1,20 | 37 131 | 4,24 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 60 958 | −0,84 | 12 528 | 5,05 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 6 968 | −6,12 | 1 426 | −0,90 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 2 462 | −0,44 | 504 | 5,01 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 5 041 | −1,64 | 1 032 | 3,72 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1 641 | −14,49 | 336 | −9,95 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 964 | −2,44 | 811 | 2,92 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 45 612 | −0,05 | 9 335 | 5,46 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 1 462 | −16,03 | 299 | −11,28 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 11 106 | −0,14 | 2 273 | 5,33 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 1 121 | −25,07 | 230 | −20,69 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 19 438 | −0,36 | 3 978 | 5,13 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 42 569 | −5,02 | 8 713 | 0,21 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 17 762 | −4,95 | 3 635 | 0,28 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 60 774 | −1,45 | 12 439 | 3,97 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 3 797 | −3,63 | 777 | 1,70 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 37 716 | −0,40 | 7 719 | 5,09 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1 521 | −1,81 | 311 | 3,67 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 6 001 | −8,14 | 1 228 | −3,08 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 5 833 | −2,20 | 1 194 | 3,20 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 2 103 | −2,77 | 430 | 2,63 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 2 589 | −0,84 | 530 | 4,74 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 11 354 | −0,74 | 2 324 | 4,69 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 2 229 | −32,17 | 456 | −28,41 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 31 528 | −0,16 | 6 594 | 12,24 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 25 868 | −0,63 | 5 294 | 4,83 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 15 832 | −10,46 | 3 240 | −5,54 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 13 272 | −0,38 | 2 716 | 5,11 | ||||
| 2025-08-12 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 12 241 | −9,99 | 2 375 | −10,85 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 184 727 | −0,59 | 37 808 | 4,89 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 113 525 | −4,56 | 23 235 | −0,24 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 11 416 | −8,86 | 2 337 | −3,83 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5 042 | −86,65 | 1 032 | −85,92 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 743 | −27,86 | 152 | −23,62 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 2 667 | −1,84 | 546 | 3,42 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 43 171 | −2,82 | 8 836 | 2,53 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 3 700 | −0,11 | 757 | 5,43 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 508 | −0,02 | 1 274 | 0,95 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 24 895 | −14,90 | 5 095 | −10,20 | ||||
| 2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 13 196 | −6,69 | 2 701 | −1,57 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 28 813 | −0,36 | 5 897 | 5,13 | ||||
| 2025-07-23 | 13F | Optas, LLC | 2 662 | −50,00 | 545 | −47,29 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 45 395 | −1,49 | 9 291 | 3,94 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 7 578 | −3,19 | 1 551 | 2,11 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 80 | −50,62 | 16 | −48,39 | ||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 2 550 | −2,15 | 525 | 9,15 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 86 144 | −0,16 | 17 660 | 5,51 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 1 763 | −18,46 | 361 | −14,08 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 21 104 | −0,60 | 4 319 | 4,88 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 4 220 | −12,05 | 864 | −7,20 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 6 836 | −25,64 | 1 399 | −21,54 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 16 122 | −6,02 | 3 300 | −0,84 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 116 169 | −1,94 | 228 446 | 3,46 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 17 275 | −0,78 | 3 536 | 5,55 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 88 758 | −1,60 | 18 166 | 3,82 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 10 908 | −5,20 | 2 226 | 6,56 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 24 094 | −7,85 | 4 931 | −2,78 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 29 368 | −0,76 | 6 011 | 4,70 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 20 252 | −4,59 | 4 145 | 0,68 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 191 155 | −1,37 | 39 124 | 4,06 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 16 466 | −0,81 | 3 370 | 4,66 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 234 311 | −6,81 | 44 760 | −11,97 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 11 619 | −8,37 | 2 378 | −3,29 | ||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 2 120 | −0,47 | 434 | 4,84 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 992 420 | −0,96 | 612 | 4,44 | ||||
| 2025-05-15 | 13F | Sonoma Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 186 | −2,62 | 36 | −2,70 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 1 034 | −3,09 | 212 | 2,43 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 17 257 | −0,85 | 3 532 | 4,59 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 42 097 | −1,53 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 66 579 | −0,59 | 13 627 | 4,88 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 10 026 | −6,73 | 2 052 | −1,58 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 65 089 | −3,19 | 13 272 | 2,84 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8 | −11,11 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 2 708 | −1,20 | 554 | 4,33 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2 950 | −5,90 | 604 | −0,82 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 40 049 | −2,66 | 8 197 | 2,69 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 2 133 | −29,97 | 437 | −26,10 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 229 140 | −2,37 | 46 898 | 3,00 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 6 976 | −2,38 | 1 428 | 2,96 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 1 832 | −1,13 | 375 | 4,18 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 17 851 | −11,06 | 3 654 | −6,16 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 69 800 | −8,52 | 14 348 | −3,07 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 57 392 | −1,31 | 11 820 | 5,11 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 9 711 | −17,75 | 1 996 | −12,84 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 11 712 | −0,31 | 2 397 | 5,18 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 48 937 | −0,49 | 10 016 | 4,98 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 64 | −97,84 | 13 | −97,74 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 60 810 | −2,80 | 12 446 | 2,55 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4 311 | −0,44 | 882 | 5,00 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 18 035 | −8,20 | 3 691 | −3,15 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 7 335 | −1,41 | 1 501 | 4,02 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 61 168 | −1,26 | 12 519 | 4,18 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 17 647 | −5,41 | 3 612 | −0,22 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 12 556 | −0,84 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 37 321 | −0,28 | 7 639 | 5,21 | ||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 1 886 | −9,20 | 0 | |||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 4 958 | −1,27 | 1 015 | 4,11 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 26 998 | −3,35 | 5 526 | 1,96 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 60 836 | −3,50 | 12 451 | 1,82 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 172 024 | −49,51 | 35 396 | −46,45 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 44 949 | −3,48 | 9 200 | 1,84 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 6 248 | −0,03 | 1 279 | 5,45 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 305 764 | −1,07 | 62 581 | 4,37 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2 799 | −19,85 | 573 | −15,51 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 2 607 | −2,51 | 534 | 2,90 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 4 506 | −0,31 | 922 | 5,25 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 18 416 | −0,48 | 3 769 | 5,02 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 1 228 | −2,69 | 251 | 2,87 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 1 458 | −32,44 | 298 | −28,71 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 28 958 | −0,27 | 5 952 | 5,68 | ||||
| 2025-08-14 | 13F | Barnett & Company, Inc. | 1 796 | −0,11 | 368 | 5,46 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 47 285 | −1,85 | 9 678 | 3,55 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 13 855 | −0,71 | 3 | 0,00 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 1 891 | −24,87 | 387 | −20,90 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 246 | −0,29 | 1 483 | 5,25 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 62 373 | −7,50 | 12 766 | −2,42 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 495 | −40,43 | 101 | −37,27 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 44 840 | −2,07 | 9 177 | 3,32 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 9 420 | −0,58 | 1 928 | 4,90 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 13 396 | −6,26 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 13 958 | −2,06 | 2 857 | 3,33 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 60 546 | −3,21 | 12 392 | 2,12 | ||||
| 2025-04-21 | 13F | Golden Road Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 32 | −74,80 | 7 | −75,00 | ||||
| 2025-07-16 | 13F | Novem Group | 146 012 | −12,28 | 29 884 | −7,45 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 8 301 | −0,35 | 1 610 | −1,29 | ||||
| 2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 9 902 | −13,71 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 3 493 | −33,79 | 715 | −30,21 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 81 149 | −0,81 | 16 609 | 4,65 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 1 521 | −1,62 | 311 | 4,01 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 18 730 | −0,56 | 3 833 | 4,93 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 166 446 | −2,86 | 34 066 | 2,48 | ||||
| 2025-05-15 | 13F | WealthTrak Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 38 129 | −6,34 | 7 804 | −1,18 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 122 393 | −1,53 | 25 597 | 9,16 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 10 738 | −2,72 | 2 198 | 2,62 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 78 842 | −3,93 | 16 137 | 1,36 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 2 120 | −10,55 | 434 | −5,66 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 1 451 | −5,04 | 297 | 0,00 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 33 480 | −8,94 | 6 852 | −3,93 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 56 686 | −0,79 | 11 602 | 4,67 | ||||
| 2025-05-01 | 13F | Xponance, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 199 709 | −2,49 | 40 875 | 2,88 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 24 810 | −1,27 | 5 078 | 4,16 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 25 136 | −60,21 | 5 145 | −58,13 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 2 556 | −0,31 | 523 | 5,23 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 412 | −36,91 | 84 | −33,33 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 4 276 | −6,98 | 875 | −1,80 | ||||
| 2025-08-14 | 13F | Constant Guidance Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 1 043 | −27,72 | 213 | −23,66 | ||||
| 2025-04-29 | 13F | SwitchPoint Financial Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 1 606 | −0,93 | 329 | 4,46 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 3 278 | −2,96 | 1 | |||||
| 2025-07-29 | 13F | Koa Wealth Management, LLC | 3 671 | −0,33 | 751 | 5,18 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 58 325 | −0,99 | 11 938 | 4,46 | ||||
| 2025-04-29 | 13F | Pure Portfolios Holdings Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 28 803 | −0,90 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 1 307 | −1,13 | 268 | 4,30 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 9 500 | −0,93 | 1 944 | 4,52 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | ARGI Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6 874 | −0,41 | 1 407 | 5,08 | ||||
| 2025-08-01 | 13F | Motco | 8 097 | −0,15 | 1 668 | 6,04 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 22 284 | −0,19 | 4 561 | 5,29 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 27 947 | −0,69 | 5 721 | 4,80 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 16 850 | −0,06 | 3 449 | 5,44 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 3 632 | −4,87 | 743 | 0,41 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2 263 | −1,82 | 465 | 4,03 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 11 195 | −37,53 | 2 291 | −34,09 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 378 | −3,57 | 77 | 1,32 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 4 953 | −3,79 | 1 014 | 1,50 | ||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 5 673 | −0,02 | 1 161 | 5,55 | ||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 12 472 | −0,01 | 2 553 | 5,50 | ||||
| 2025-05-15 | 13F | TRUE Private Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 22 443 | −1,08 | 4 593 | 4,36 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 6 870 | −0,01 | 1 406 | 5,56 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 523 458 | −2,14 | 107 136 | 3,25 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 3 694 | −16,24 | 717 | −4,66 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 43 703 | −2,52 | 8 945 | 2,84 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 25 171 | −3,76 | 5 152 | 1,56 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 23 885 | −0,25 | 4 889 | 5,25 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Value ETF | 12 473 | −32,75 | 2 383 | −36,48 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 635 523 | −0,99 | 130 073 | 4,46 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 29 697 | −0,24 | 6 120 | 13,21 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 3 284 | −0,48 | 672 | 5,00 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 2 179 | −0,64 | 446 | 5,45 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 594 845 | −1,60 | 121 747 | 3,82 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 7 256 | −1,04 | 1 485 | 4,43 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 5 220 | −3,30 | 1 068 | 2,01 | ||||
| 2025-06-27 | NP | GIAX - Nicholas Global Equity and Income ETF | 29 254 | −29,03 | 5 588 | −32,96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 554 712 | −0,72 | 1 341 553 | 4,75 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 8 250 | −6,30 | 1 689 | −1,17 |
