Grunnleggende statistikk
| Institusjonelle eiere | 703 total, 703 long only, 0 short only, 0 long/short - change of −1,81% MRQ |
| Gjennomsnittlig porteføljeallokering | 0.9242 % - change of −14,69% MRQ |
| Institusjonelle aksjer (Long) | 81 497 084 (ex 13D/G) - change of −8,85MM shares −9,80% MRQ |
| Institusjonell verdi (Long) | $ 7 137 837 USD ($1000) |
Institusjonelt eierskap og aksjonærer
VanEck ETF Trust - VanEck Morningstar Wide Moat ETF (US:MOAT) har 703 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 81,497,084 aksjer. De største aksjonærene inkluderer Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Raymond James Financial Inc, Mesirow Financial Investment Management, Inc., Wells Fargo & Company/mn, Boulay Financial Advisors, LLC, Commonwealth Equity Services, Llc, UBS Group AG, and Ameriprise Financial Inc .
VanEck ETF Trust - VanEck Morningstar Wide Moat ETF (BATS:MOAT) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.
The share price as of September 12, 2025 is 97,34 / share. Previously, on September 13, 2024, the share price was 94,65 / share. This represents an increase of 2,84% over that period.
Fondssentiment-score
Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.
Oppdateringsfrekvens: Daglig
Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.
Institusjonell Put/Call-forhold
I tillegg til å rapportere standard aksje- og gjeldsemisjoner må institusjoner med mer enn 100 millioner kroner i forvaltningskapital også oppgi beholdningen av put- og callopsjoner. Siden put-opsjoner generelt indikerer et negativt sentiment, og call-opsjoner indikerer et positivt sentiment, kan vi få et inntrykk av det generelle institusjonelle sentimentet ved å plotte forholdet mellom put- og call-opsjoner. Diagrammet til høyre viser det historiske forholdet mellom put- og call-opsjoner for dette instrumentet.
Ved å bruke Put/Call-forholdet som en indikator på investorsentimentet kan man overvinne en av de viktigste svakhetene ved å bruke totalt institusjonelt eierskap, nemlig at en betydelig andel av forvaltningskapitalen investeres passivt for å følge indekser. Passivt forvaltede fond kjøper vanligvis ikke opsjoner, slik at indikatoren for put/call-forhold i større grad gjenspeiler stemningen i aktivt forvaltede fond.
13F- og NPORT-arkiveringer
Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.
Oppgrader
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Load All| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Boomfish Wealth Group, LLC | 80 708 | −3,89 | 7 570 | 2,42 | ||||
| 2025-04-16 | 13F | Thomasville National Bank | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 11 189 | 14 818,67 | 1 049 | 17 383,33 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 83 | 0,00 | 8 | 0,00 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 19 612 | −17,67 | 1 839 | −12,26 | ||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Southern Farm Bureau Life Insurance | 845 027 | 0,00 | 79 | 6,76 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 175 | −99,48 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 458 699 | −14,14 | 43 021 | −8,49 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 498 | −22,83 | 328 | −17,59 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 804 | −3,35 | 544 | 3,03 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 2 601 | −67,97 | 244 | −65,97 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 28 186 | −1,53 | 2 644 | 4,96 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 5 329 | −23,20 | 500 | −18,20 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 2 620 | 0,00 | 246 | 6,52 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 79 633 | 556,44 | 7 469 | 599,91 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 161 412 | −3,34 | 15 139 | 3,02 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2 435 | −38,24 | 228 | −34,10 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 12 295 | 0,00 | 1 153 | 6,66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24 107 | 7,62 | 2 261 | 14,66 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 511 976 | −2,18 | 48 018 | 4,26 | ||||
| 2025-05-07 | 13F | Miller Investment Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3 001 | 57,86 | 0 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 616 184 | 2,09 | 57 792 | 8,80 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 20 409 | 1,62 | 1 914 | 8,32 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 400 | 0,00 | 39 | 8,57 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 6 352 | 50,99 | 596 | 60,81 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6 739 | −57,57 | 632 | −54,76 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 165 | 0,00 | 16 | 7,14 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 34 687 | −14,74 | 3 253 | −9,13 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 34 774 | 0,92 | 3 261 | 7,55 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 391 605 | −39,71 | 36 729 | −35,74 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3 148 | −28,06 | 295 | −23,38 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 342 | 7,50 | 407 | 14,65 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 652 | 249 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10 209 | −2,19 | 958 | 4,25 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2 768 | −2,60 | 260 | 3,60 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 758 | 0,00 | 71 | 7,58 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 5 941 | −0,45 | 557 | 6,10 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 65 371 | −84,88 | 6 131 | −83,88 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 533 | −9,83 | 238 | −4,05 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 838 | 79 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 17 922 | 15,80 | 1 681 | 23,44 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 2 200 | 206 | ||||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 1 200 | 0,00 | 113 | 6,67 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 94 783 | −0,33 | 8 890 | 6,23 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2 610 | −10,28 | 245 | −4,31 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 15 241 | −15,55 | 1 429 | −10,01 | ||||
| 2025-04-11 | 13F | IAM Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F/A | Avaii Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 067 | 100 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 6 375 | 0,00 | 598 | 6,42 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 26 346 | 11,34 | 2 471 | 18,64 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 836 | 0,00 | 78 | 6,85 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 10 784 | 1 011 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 162 111 | 1,09 | 15 204 | 7,75 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 6 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 125 742 | −23,03 | 105 677 | −17,95 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 241 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Chris Bulman Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 32 420 | −52,06 | 3 041 | −48,92 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 232 928 | −6,64 | 21 846 | −0,50 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 093 | 103 | ||||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 37 347 | −1,42 | 3 503 | 5,07 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wimmer Associates 1, Llc | 63 329 | −1,68 | 5 940 | 1,47 | ||||
| 2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 629 | −4,55 | 56 | −6,67 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 218 012 | −15,22 | 20 | −9,09 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 375 034 | 0,55 | 35 174 | 7,16 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Lansing Street Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 337 | 0,00 | 125 | 6,84 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 4 967 | 0,00 | 466 | 6,41 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 58 862 | −43,01 | 5 521 | −39,26 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 8 659 | −5,16 | 812 | 1,12 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 382 | −15,67 | 36 | −10,26 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 795 | 75 | ||||||
| 2025-07-24 | 13F | Standard Life Aberdeen plc | 12 008 | −69,63 | 1 125 | −67,39 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 2 719 | −20,01 | 255 | −14,72 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 246 382 | −4,88 | 23 108 | 1,38 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 84 357 | −68,66 | 7 912 | −66,60 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 2 153 | −98,61 | 202 | −98,52 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 3 277 | 0,00 | 307 | 6,60 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 187 | −35,96 | 18 | −32,00 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 62 265 | −0,14 | 5 840 | 6,45 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 212 | −56,47 | 20 | −54,76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 725 | −67,57 | 537 | −65,49 | ||||
| 2025-04-14 | 13F | Bangor Savings Bank | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 11 908 | −78,22 | 1 161 | −75,89 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4 868 | −0,06 | 457 | 6,54 | ||||
| 2025-08-11 | 13F | Parametrica Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 850 | 0,00 | 80 | 6,76 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2 425 | −10,19 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 85 | 0,00 | 8 | 0,00 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 15 000 | −11,76 | 1 407 | −6,02 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 1 851 | 0,00 | 178 | 10,63 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 10 294 | −1,91 | 966 | 4,55 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 300 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 2 896 | 267 | ||||||
| 2025-08-08 | 13F | Creative Planning | 229 821 | −6,41 | 21 555 | −0,25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13 187 | −87,32 | 1 237 | −86,50 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16 920 | −13,44 | 1 587 | −7,79 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 161 062 | 62,63 | 15 106 | 73,33 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 2 363 | 0,00 | 222 | 6,76 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 189 078 | −7,40 | 17 734 | −1,31 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 384 000 | 0,00 | 36 015 | 6,77 | ||||
| 2025-04-15 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 391 831 | −1,69 | 36 750 | 4,77 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 6 622 | −17,32 | 621 | −11,79 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 2 726 | −43,77 | 256 | −40,14 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 38 604 | 6,14 | 3 621 | 13,13 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 56 783 | −1,88 | 5 326 | 4,58 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 795 | 14,97 | 356 | 22,41 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 6 755 | −14,83 | 634 | −9,18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 27 613 | −2,68 | 2 590 | 3,73 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 774 216 | −5,36 | 72 614 | 0,87 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 64 075 | −2,90 | 6 032 | 3,87 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 85 494 | −37,57 | 8 019 | −33,46 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 65 430 | 583,41 | 2 837 | 236,82 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 2 153 | 202 | ||||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 375 332 | 2,37 | 35 202 | 9,11 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 13 514 | −4,80 | 1 267 | 1,44 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 17 610 | −83,84 | 1 652 | −82,79 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 188 | 18 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 44 380 | −1,97 | 4 162 | 4,49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 882 889 | −21,33 | 83 | −16,33 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 99 780 | 21,98 | 9 358 | 30,01 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 27 942 | 5,41 | 2 621 | 12,35 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 24 708 | 0,28 | 2 317 | 6,87 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 68 | 0,00 | 6 | 20,00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 93 | 9 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 27 337 | 0,00 | 2 564 | 6,57 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4 362 | 1,51 | 409 | 8,20 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 20 958 | 6,61 | 1 966 | 13,58 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 51 512 | −32,26 | 4 831 | −27,81 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 27 886 | 0,07 | 2 615 | 6,65 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 8 053 | −25,14 | 755 | −20,19 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 861 | 0,00 | 268 | 6,77 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 11 245 | 14,16 | 1 055 | 21,71 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 89 677 | −6,14 | 8 411 | 2,64 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3 030 | 0,00 | 284 | 6,77 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 26 666 | 0,00 | 2 501 | 6,61 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 24 220 | 0,90 | 2 272 | 7,53 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 62 | −11,43 | 6 | −16,67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 20 204 | −19,60 | 1 895 | −14,34 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 2 796 | 262 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 24 375 | 0,62 | 2 286 | 7,27 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 33 795 | 7,03 | 3 170 | 14,07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 102 940 | −6,06 | 9 655 | 0,11 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 49 106 | −0,50 | 4 606 | 6,03 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9 608 | −40,46 | 901 | −36,55 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 144 983 | −1,37 | 13 598 | 5,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 560 799 | −6,09 | 615 337 | 0,09 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 56 872 | 2,68 | 5 334 | 9,42 | ||||
| 2025-05-13 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 86 032 | −9,85 | 8 069 | −3,92 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2 209 | 207 | ||||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 659 | −1,94 | 531 | 4,54 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 412 204 | −13,31 | 38 661 | −7,61 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9 241 | −11,17 | 891 | 5,69 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 4 679 | 0,00 | 439 | 6,57 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2 668 567 | −2,84 | 250 285 | 3,56 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 240 | 59,46 | 398 | 70,39 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 36 092 | −42,39 | 3 385 | −38,60 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 7 398 | −0,66 | 694 | 5,80 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2 589 | 0,00 | 243 | 6,61 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14 849 | 0,01 | 1 393 | 6,58 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 12 388 | 0,00 | 1 162 | 3,20 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4 685 | 0,00 | 439 | 6,55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 76 370 | −44,88 | 7 163 | −41,26 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 89 774 | 1,80 | 8 420 | 8,49 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 493 | 37,80 | 609 | 47,10 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 85 099 | −1,68 | 7 981 | 4,79 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 21 624 | −51,73 | 2 028 | −48,55 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 77 770 | 11,88 | 7 | 16,67 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 2 892 | 0,00 | 271 | 6,69 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 742 | 0,00 | 70 | 6,15 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 35 555 | −10,39 | 3 335 | −9,38 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1 065 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 8 674 | −14,83 | 813 | −9,16 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 3 222 | −2,36 | 302 | 4,14 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 159 | −95,80 | 15 | −95,80 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 542 | 18,22 | 332 | 26,24 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 224 | −5,23 | 313 | 7,56 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 5 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 126 752 | 2,68 | 11 888 | 9,45 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 253 582 | −16,74 | 23 784 | −11,27 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 167 | −90,65 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 41 133 | −15,21 | 3 620 | −19,54 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5 722 | −2,09 | 537 | 4,28 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 6 690 | 627 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 918 | 274 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 22 522 | −0,75 | 2 112 | 5,81 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 10 784 | −28,14 | 1 011 | −23,41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 59 441 | 129,51 | 5 575 | 144,58 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 201 618 | −32,41 | 18 910 | −27,96 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 250 011 | −13,17 | 23 449 | −7,46 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 8 808 | 0,00 | 826 | 6,58 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 19 624 | −17,18 | 1 840 | −11,75 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 181 | −12,92 | 298 | −7,17 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 34 880 | −0,97 | 3 271 | 5,55 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 274 | 0,00 | 26 | 4,17 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 13 504 | 0,56 | 1 267 | 7,20 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 001 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 3 680 | −30,43 | 345 | −25,81 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 981 | 92 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 551 715 | −8,55 | 51 745 | −2,53 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 095 | −16,89 | 290 | −11,31 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 048 | 0,00 | 755 | 6,50 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 314 | 1,74 | 498 | 8,50 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 35 443 | 1,54 | 3 324 | 2,72 | ||||
| 2025-07-16 | 13F | Randolph Co Inc | 2 531 | −58,03 | 237 | −55,28 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 186 319 | −2,06 | 17 475 | 4,38 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 947 | 0,00 | 183 | 6,43 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 291 | 27 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2 294 | −8,13 | 215 | −1,83 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 4 431 | −4,83 | 416 | 1,47 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11 866 | −1,42 | 1 113 | 5,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72 587 | −20,65 | 6 808 | −15,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6 487 | −0,92 | 608 | 5,56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 123 548 | −3,06 | 11 588 | 3,33 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 3 901 | 0,00 | 366 | 17,36 | ||||
| 2025-05-14 | 13F | bLong Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 77 592 | −5,90 | 7 277 | 0,29 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 691 | 0,00 | 65 | 6,67 | ||||
| 2025-07-11 | 13F | Bell Bank | 2 491 | −33,75 | 234 | −29,39 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 37 621 | −29,14 | 3 528 | −24,47 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 997 | 61,07 | 750 | 72,02 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 37 736 | −1,48 | 3 539 | 5,01 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 2 530 | 0,00 | 223 | −5,13 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 5 | −99,99 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 405 | 0,00 | 38 | 5,71 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 151 014 | −6,36 | 14 164 | −0,20 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 31 486 | −15,08 | 3 006 | −7,88 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 9 095 | −12,08 | 853 | −6,26 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 200 | 0,00 | 19 | 5,88 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 196 598 | −11,25 | 18 439 | −5,42 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 16 333 | −84,95 | 1 532 | −83,97 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 6 175 | 0,00 | 579 | 6,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 406 645 | −6,60 | 225 719 | −0,45 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 39 115 | −1,09 | 3 669 | 5,43 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 22 445 | 0,00 | 2 105 | 6,58 | ||||
| 2025-04-22 | 13F | Burt Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 5 824 | 546 | ||||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 2 820 | 0,00 | 264 | 22,79 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 49 401 | 2,46 | 4 633 | 9,19 | ||||
| 2025-04-24 | 13F | Elevated Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Garrison Bradford & Associates Inc | 300 | 0,00 | 28 | 7,69 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 23 063 | 1,41 | 2 163 | 8,10 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 5 922 | 0,44 | 555 | 7,14 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 3 634 | 0,00 | 341 | 6,58 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 436 493 | 6,60 | 40 939 | 13,61 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 2 284 | −8,49 | 214 | −2,28 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 223 339 | −0,25 | 20 947 | 6,30 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 2 165 | −6,72 | 203 | −0,49 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 250 | −13,79 | 23 | −8,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 291 184 | 310,88 | 27 310 | 337,94 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 480 | −1,32 | 420 | 5,26 | ||||
| 2025-05-15 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 31 | 0,00 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 11 000 | −29,27 | 1 032 | −24,63 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 488 | 0,00 | 46 | 7,14 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 366 | −63,33 | 34 | −60,92 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 4 060 | 0,00 | 381 | 6,44 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 29 927 | −11,85 | 2 807 | −6,06 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 56 045 | 19,06 | 5 256 | 26,90 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 335 445 | −1,23 | 31 464 | 5,28 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 35 486 | −13,73 | 3 328 | −8,04 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 27 426 | 0,10 | 2 572 | 6,72 | ||||
| 2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 304 | 0,00 | 29 | 7,69 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 10 075 | −34,63 | 945 | −30,38 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 398 233 | −25,26 | 38 573 | −17,74 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 500 000 | −0,59 | 48 430 | 22,63 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 765 074 | −23,85 | 71 757 | −18,84 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 524 | 137 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 51 864 | −18,35 | 4 864 | −12,99 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 63 834 | 3,71 | 5 987 | 10,52 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 714 | −12,82 | 67 | −8,33 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 40 077 | −11,79 | 3 759 | −6,00 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 89 423 | −10,69 | 8 387 | −4,81 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 15 562 | −11,09 | 1 493 | −3,05 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 13 697 | 2,85 | 1 285 | 9,65 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 267 249 | −2,23 | 25 065 | 4,21 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8 316 | −22,16 | 732 | −25,33 | ||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 14 679 | 1 292 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 450 | 0,00 | 42 | 7,69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 5 500 | −83,33 | 516 | −82,27 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 65 807 | 54,99 | 6 172 | 65,20 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 33 316 | −7,46 | 2 932 | −12,19 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 230 | −77,11 | 22 | −76,14 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Apriem Advisors | 460 995 | 31,83 | 43 237 | 40,51 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 53 868 | 1 645,56 | 5 052 | 1 771,11 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 166 709 | 10,86 | 15 636 | 18,16 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 20 657 | 24,69 | 1 937 | 32,94 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 16 616 | −14,16 | 1 558 | −8,51 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 10 376 | 2,75 | 973 | 9,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 604 739 | −2,03 | 56 718 | 4,42 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 11 426 | −77,00 | 1 072 | −75,50 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 1 135 | 0,00 | 106 | 7,07 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 61 874 | −0,21 | 5 803 | 6,36 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 990 | 4,51 | 280 | 5,66 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 118 683 | −1,06 | 11 131 | 5,45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 37 246 | −26,62 | 3 493 | −21,79 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 145 061 | −1,66 | 13 605 | 4,81 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 45 889 | 4,90 | 4 304 | 11,80 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 243 611 | −12,09 | 22 848 | −6,31 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 24 702 | −3,33 | 2 317 | 3,02 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 47 948 | −1,28 | 4 497 | 5,22 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 1 928 | 169 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 33 796 | −16,96 | 3 262 | 1,81 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 47 978 | 6,71 | 4 500 | 13,73 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 26 455 | −15,90 | 2 481 | −10,37 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 5 435 | 0,74 | 478 | −4,40 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 19 389 | −67,92 | 1 819 | −65,81 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 120 824 | −10,13 | 11 332 | −4,21 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 62 116 | −1,20 | 5 826 | 5,30 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 8 094 | 4,12 | 759 | 10,96 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 612 177 | −24,11 | 57 416 | −19,12 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 8 242 | 0,00 | 773 | 6,62 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 162 934 | −6,03 | 16 000 | 4,86 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 58 641 | −3,59 | 6 | 0,00 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 431 | 22,79 | 40 | 33,33 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 98 086 | 0,60 | 9 199 | 7,25 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 5 063 | 6,23 | 475 | 13,13 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 27 526 | 12,81 | 2 582 | 13,25 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 17 934 | −10,06 | 1 682 | −4,10 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 14 146 | 17,68 | 1 327 | 25,45 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | GGM Financials LLC | 267 876 | 25 124 | ||||||
| 2025-04-28 | 13F | Milestone Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 7 275 | 15,11 | 721 | 34,08 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 14 562 | −52,05 | 1 366 | −48,91 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4 077 | 0,00 | 382 | 6,70 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 163 530 | 2,23 | 15 337 | 8,96 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 783 496 | −13,39 | 636 224 | −7,69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 787 827 | −6,07 | 636 630 | 0,11 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2 527 | −8,44 | 237 | −2,07 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 38 742 | −0,01 | 3 634 | 6,57 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 123 670 | 5,19 | 11 979 | 15,77 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 29 146 | −5,06 | 2 734 | 1,18 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 59 478 | −24,10 | 5 578 | −19,11 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 97 525 | 51,06 | 9 147 | 60,99 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 210 | 2,37 | 113 | 8,65 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 333 | 29 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 5 428 | −16,01 | 509 | −10,39 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 47 047 | −11,71 | 4 412 | −5,91 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 623 | 0,00 | 246 | 6,96 | ||||
| 2025-07-25 | NP | CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A | 60 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 18 607 | −13,55 | 1 745 | −7,87 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8 706 | 22,74 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 737 123 | −8,44 | 69 | −1,43 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 13 736 | 1,36 | 1 288 | 8,05 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 447 | 0,00 | 42 | 13,89 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 275 | 26 | ||||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2 364 | 222 | ||||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 14 785 | −0,12 | 1 387 | 6,45 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 422 | −20,97 | 40 | −15,22 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 323 | 30 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 39 615 | 6,88 | 3 715 | 13,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 180 565 | 1,13 | 16 935 | 7,78 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 10 882 | −3,79 | 1 021 | 2,51 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 918 696 | −17,58 | 86 164 | −12,16 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 438 | −20,79 | 229 | −15,56 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13 352 | −4,85 | 1 252 | 1,46 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7 868 | −23,38 | 738 | −18,38 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 211 852 | −16,59 | 19 870 | −11,10 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40 598 | 3 808 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 15 400 | 285,00 | 1 444 | 310,23 | |||
| 2025-07-17 | 13F | XML Financial, LLC | 43 221 | 4,48 | 4 054 | 11,35 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 2 419 | −0,17 | 227 | 6,10 | ||||
| 2025-08-14 | 13F | Comerica Bank | 64 848 | −19,26 | 6 082 | −13,94 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 90 | −60,00 | 8 | −57,89 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 16 076 | −5,86 | 1 583 | 7,25 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6 049 | 7,98 | 567 | 15,24 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 96 121 | 0,24 | 9 015 | 6,84 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 042 | 0,00 | 98 | 6,59 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 84 440 | −8,87 | 7 920 | −2,88 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2 134 | −14,09 | 200 | −8,26 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 29 655 | −18,55 | 2 781 | −13,20 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 4 438 | 0,00 | 416 | 6,67 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 4 926 | −66,64 | 462 | −73,23 | ||||
| 2025-05-13 | 13F | Coston, McIsaac & Partners | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 327 | 483,93 | 31 | 650,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 82 605 | −1,61 | 7 748 | 8,55 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 2 282 | −65,61 | 214 | −63,29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 993 184 | 12,51 | 93 012 | 20,15 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 24 080 | −2,30 | 2 259 | 4,10 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 33 327 | 3 126 | ||||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 161 073 | 0,91 | 14 174 | −4,23 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 119 008 | −9,98 | 11 162 | −4,00 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 3 175 | 279 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4 269 | −69,43 | 401 | −67,43 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 22 539 | −95,56 | 2 114 | −95,27 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 660 | 0,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 18 615 | −1,82 | 1 746 | 4,62 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 7 661 | 0,00 | 719 | 6,53 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 3 316 | 0,00 | 311 | 6,87 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 48 501 | −10,19 | 4 549 | −4,29 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 194 | 0,00 | 18 | 5,88 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 272 580 | −45,03 | 25 565 | −41,41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 837 339 | −14,82 | 359 904 | −9,22 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 20 812 | 3,38 | 1 952 | 10,16 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 115 | −36,11 | 11 | −33,33 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 905 | 12,42 | 85 | 20,00 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 83 652 | 1,86 | 8 113 | 15,36 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 73 117 | −4,43 | 6 858 | 1,86 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 30 197 | 2,40 | 2 832 | 9,13 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 15 702 | −12,15 | 1 473 | −6,36 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 53 883 | 7,04 | 5 054 | 14,09 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 126 607 | −8,22 | 11 874 | −2,17 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17 494 | 11,71 | 1 641 | 36,89 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2 242 | 0,00 | 210 | 6,60 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 221 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 266 054 | −69,81 | 24 953 | −67,82 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4 280 | 0,00 | 401 | 6,65 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 277 | 0,00 | 26 | 4,17 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 4 419 | −1,65 | 414 | 4,81 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 600 | 0,00 | 56 | 7,69 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 70 636 | 1,17 | 6 625 | 7,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Betterment LLC | 42 205 | −45,95 | 4 | −50,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 199 | −8,37 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 105 441 | 2,67 | 10 | 0,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 208 088 | −7,48 | 19 517 | −1,39 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 569 | 0,00 | 53 | 6,00 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 4 050 | −5,22 | 380 | 0,80 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 43 371 | −20,74 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 63 580 | −12,57 | 5 963 | −6,81 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 168 555 | 0,94 | 15 809 | 7,58 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11 771 | 41,14 | 1 104 | 50,61 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 125 | 12 | ||||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 5 246 | −25,31 | 488 | −20,39 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 5 869 | −38,54 | 550 | −34,52 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 15 690 | 0,59 | 1 472 | 7,22 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 182 535 | 34,20 | 17 | 30,77 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 458 | −9,84 | 43 | −4,55 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 27 983 | −1,53 | 2 625 | 4,96 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 6 996 | −9,11 | 656 | −3,10 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14 518 | −5,78 | 1 362 | 0,44 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 838 | −20,79 | 454 | −15,64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 316 538 | 8,02 | 29 688 | 15,13 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 039 | 97 | ||||||
| 2025-07-15 | 13F | Kentucky Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 8 638 | −2,87 | 810 | 3,58 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 127 530 | −12,04 | 11 961 | −9,22 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 30 491 | 445,26 | 2 860 | 481,10 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 32 925 | −87,52 | 3 088 | −86,70 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2 710 | −17,35 | 254 | −11,81 | ||||
| 2025-04-29 | 13F | SimpliFi, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Farrell Financial LLC | 48 684 | −1,14 | 4 566 | 5,38 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 204 | 0,00 | 19 | 11,76 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 301 | 0,00 | 28 | 7,69 | ||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 79 076 | −10,13 | 7 417 | −4,22 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 20 958 | 6,61 | 1 966 | 13,58 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13 579 | −0,73 | 1 274 | 5,82 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 4 135 | 0,00 | 388 | 6,61 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 18 480 | −2,55 | 1 733 | 3,90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 123 | 153,02 | 2 638 | 169,63 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-22 | 13F | Apexium Financial, Lp | 585 101 | 1,21 | 54 877 | 7,86 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 62 | 0,00 | 6 | 0,00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 5 581 | −1,73 | 523 | 4,81 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 488 544 | −2,72 | 45 821 | 3,68 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 196 | 74,45 | 675 | 85,67 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 5 526 | −3,68 | 518 | 2,78 | ||||
| 2025-08-04 | 13F | Eubel Brady & Suttman Asset Management Inc | 59 741 | −0,44 | 6 | 0,00 | ||||
| 2025-05-15 | 13F | Hancock Whitney Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 82 794 | −3,44 | 7 765 | 2,92 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 42 153 | 63,02 | 3 954 | 64,91 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3 253 | 24,26 | 305 | 32,61 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 606 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 52 431 | −23,15 | 4 917 | −18,09 | ||||
| 2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 661 874 | 0,00 | 58 245 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 830 | −79,22 | 265 | −77,88 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 3 036 | 0,00 | 285 | 6,37 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 272 | −6,50 | 213 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 700 | 0,00 | 66 | 6,56 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 105 170 | 1,61 | 9 864 | 8,30 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 54 558 | −22,86 | 5 117 | −17,79 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 16 538 | −15,39 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 318 291 | 6,33 | 29 853 | 13,33 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 876 292 | −17,94 | 82 187 | −12,54 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7 396 | −28,67 | 694 | −24,01 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 5 105 | 2,10 | 479 | 8,64 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6 091 | −26,03 | 571 | −21,13 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 29 611 | 89,16 | 2 777 | 102,41 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3 597 | 6,33 | 337 | 13,47 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 117 698 | −36,69 | 11 039 | −32,53 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 200 | −92,80 | 19 | −92,62 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5 308 | 7,97 | 498 | 15,05 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 3 466 | −1,28 | 325 | 5,52 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 812 | 76 | ||||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 2 314 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 5 453 | 0,00 | 511 | 6,68 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 144 028 | −2,04 | 13 508 | 4,41 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 14 095 | −2,72 | 1 322 | 3,61 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 2 829 | 265 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 52 367 | −6,15 | 4 912 | 0,02 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 130 252 | −3,01 | 12 206 | 3,23 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 2 814 | 0,00 | 264 | 6,48 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 18 005 | −15,49 | 1 689 | −9,93 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 122 | 11 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15 256 | 312,10 | 1 431 | 340,00 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4 566 | 428 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 92 914 | −5,55 | 8 715 | 2,34 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 46 840 | 2,60 | 4 393 | 9,36 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 21 778 | 1,68 | 2 043 | 8,39 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 2 785 | 0,00 | 261 | 6,53 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 2 688 | −6,63 | 252 | −0,40 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3 725 | −29,44 | 349 | −24,78 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 131 937 | 5,26 | 12 374 | 12,18 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 658 546 | 6,42 | 61 765 | 13,42 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 122 685 | −6,41 | 11 507 | −0,25 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 3 314 | −0,39 | 311 | 6,16 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 429 | 0,00 | 40 | 8,11 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Regions Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 205 235 | 7,74 | 19 249 | 14,84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 76 | 134,38 | ||||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 89 716 | −0,83 | 8 414 | 5,70 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 2 531 | −2,54 | 237 | 3,95 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 13 683 | −32,24 | 1 283 | −27,76 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 230 122 | −1,33 | 21 583 | 5,16 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 17 109 | −3,98 | 1 605 | 2,36 | ||||
| 2025-08-14 | 13F | Fmr Llc | 38 981 | 10,37 | 3 656 | 17,63 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 227 611 | 1,55 | 21 348 | 8,23 | ||||
| 2025-07-29 | 13F | Creekside Partners | 29 435 | −0,48 | 2 761 | 6,07 | ||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 2 079 163 | 14,90 | 195 005 | 22,46 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 12 732 | −43,44 | 1 194 | −39,70 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 44 105 | −6,15 | 4 137 | 0,02 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 132 | 12 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 41 025 | −23,99 | 4 | −25,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 580 | −8,81 | 2 118 | −2,49 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 55 194 | 4,73 | 5 177 | 11,62 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 547 529 | 1,95 | 51 353 | 8,65 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 90 981 | −3,83 | 8 524 | 2,39 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 9 957 | −7,87 | 960 | 1,48 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 650 | 116,67 | 61 | 130,77 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 370 | 35 | ||||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 2 918 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 4 451 | 0,00 | 417 | 6,65 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 26 845 | −4,80 | 2 518 | 1,45 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 187 805 | −10,35 | 18 148 | 8,11 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 51 308 | −2,06 | 4 812 | 4,38 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 111 627 | 0,24 | 9 823 | −4,87 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 168 | 16 | ||||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 77 211 | −24,61 | 7 | −33,33 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 185 | 35,19 | 299 | 44,44 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 9 974 | −0,33 | 935 | 6,25 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 42 334 | −4,93 | 3 971 | 1,33 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5 367 | −0,11 | 503 | 6,57 | ||||
| 2025-07-28 | 13F | Dash Acquisitions Inc. | 5 329 | 0,00 | 525 | 8,26 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 42 963 | −12,50 | 4 029 | −6,74 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 2 478 | −1,39 | 232 | 4,98 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 6 776 | −12,86 | 636 | −7,16 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 14 125 | −5,67 | 1 325 | 0,76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 847 | −1,33 | 548 | 5,18 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 270 | 0,00 | 25 | 8,70 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 64 883 | −8,35 | 6 085 | −2,31 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21 093 | −39,29 | 1 978 | −35,30 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 448 799 | −1,09 | 42 093 | 5,42 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 84 532 | 108,72 | 7 928 | 122,45 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 160 205 | 252,75 | 15 026 | 276,00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 3 022 | 283 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 4 670 | −4,56 | 438 | 1,86 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 6 061 | −60,77 | 568 | −58,20 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 308 | −35,29 | 29 | −31,71 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2 964 | −38,66 | 278 | −34,82 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 14 666 | −32,91 | 1 376 | −28,50 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 209 | 0,00 | 20 | 5,56 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2 200 | 218 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 68 147 | −0,98 | 6 392 | 5,55 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 86 295 | −4,42 | 8 094 | 1,86 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 322 | 0,00 | 30 | 7,14 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 55 818 | −1,75 | 5 235 | 4,72 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 2 179 | 204 | ||||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 267 876 | −0,14 | 25 124 | 6,43 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9 648 | −1,39 | 905 | 5,12 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 11 533 | −81,38 | 1 082 | −80,17 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 8 189 | −15,03 | 768 | −9,43 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 179 814 | 10,86 | 16 865 | 18,14 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 61 | 6 | ||||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 6 949 | 14,80 | 652 | 22,37 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5 307 | −54,45 | 498 | −51,51 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 3 107 | 0,00 | 291 | 6,59 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 3 279 | 0,00 | 308 | 6,60 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 184 | 2,80 | 486 | 9,71 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 41 585 | −11,14 | 3 900 | −5,29 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 7 498 | −22,52 | 703 | −17,39 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 360 | 0,00 | 32 | −6,06 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 450 | −12,79 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4 322 | 71,44 | 405 | 83,26 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 26 539 | 12,83 | 2 489 | 20,30 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 41 617 | −18,17 | 4 122 | −0,77 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 23 652 | 22,61 | 2 218 | 30,70 | ||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 69 511 | 8,47 | 5 983 | −2,30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 175 756 | 1,77 | 16 484 | 8,47 | ||||
| 2025-08-13 | 13F | QSV Equity Investors LLC | 4 950 | −1,06 | 464 | 5,45 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 5 939 | −0,93 | 557 | 5,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 715 951 | 9,57 | 67 149 | 16,78 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 22 148 | −1,93 | 2 077 | 4,53 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 53 534 | −1,17 | 5 021 | 5,33 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 15 600 | 0,16 | 1 463 | 6,79 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 41 510 | −77,74 | 3 893 | −76,27 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 94 836 | 249,09 | 8 895 | 272,60 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 57 308 | −12,25 | 5 375 | −6,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 799 219 | −14,70 | 169 | −9,19 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 11 070 | −43,31 | 1 | 0,00 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 7 681 | −0,29 | 720 | 6,35 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 209 343 | 0,49 | 19 634 | 7,10 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 12 203 | −2,94 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 13 660 | 121,90 | 1 281 | 136,78 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 2 223 | 208 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 34 949 | −6,52 | 3 278 | −0,40 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2 715 | −5,73 | 255 | 0,40 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 198 | 0,00 | 19 | 12,50 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 7 338 | −3,99 | 1 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 94 | 9 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 302 | 28 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 37 419 | −50,68 | 3 510 | −47,45 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4 326 | −43,86 | 406 | −40,27 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 2 446 | −73,35 | 229 | −71,62 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16 950 | −17,69 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 115 496 | −1,76 | 10 832 | 4,71 | ||||
| 2025-08-12 | 13F | Barings Llc | 38 945 | −27,33 | 3 653 | −22,56 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 2 994 | 0,00 | 281 | 6,46 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5 254 | 1,19 | 493 | 7,89 | ||||
| 2025-05-08 | 13F | Hall Capital Management Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 34 696 | 3 254 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 545 763 | −40,19 | 51 187 | −36,26 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 57 131 | 0,45 | 5 358 | 7,07 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 4 111 | 0,00 | 386 | 6,65 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2 891 | 0,00 | 271 | 6,69 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 7 724 | 61,96 | 724 | 72,79 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 10 355 | −51,05 | 971 | −47,82 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 68 191 | −49,67 | 6 412 | −46,21 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 81 | 113,16 | 8 | 133,33 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 12 208 | 2 990,63 | 1 145 | −42,25 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 361 | 32 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 357 975 | 1,76 | 33 575 | 8,46 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2 455 | 0,00 | 230 | 6,48 | ||||
| 2025-05-09 | 13F | Scotia Capital Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 5 509 | 0,00 | 517 | 6,61 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 6 044 | −3,16 | 567 | 3,10 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 14 890 | 0,06 | 1 397 | 6,65 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 4 068 | −52,62 | 382 | −49,54 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 283 | 27 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 81 322 | 0,55 | 7 877 | 10,68 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 3 209 | −6,31 | 301 | −0,33 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5 095 | 0,39 | 478 | 6,95 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 737 | 57,14 | 69 | 68,29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 382 924 | 25,53 | 129 704 | 33,79 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 222 102 | −6,70 | 20 831 | −5,64 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11 959 | −2,10 | 1 122 | 4,38 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 757 | 13 685,00 | 259 | 25 700,00 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 475 | 0,00 | 45 | 0,00 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 373 | 0,00 | 35 | −5,56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8 494 | −9,39 | 797 | −3,40 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 247 757 | 560,88 | 23 237 | 604,36 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 7 967 | 17,73 | 747 | 25,55 | ||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6 642 | 1,14 | 623 | 7,80 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 9 350 | −18,75 | 877 | −13,44 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 10 438 | 0,00 | 919 | 0,00 | ||||
| 2025-08-14 | 13F | Barnett & Company, Inc. | 3 246 | −3,39 | 304 | 3,05 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 43 505 | −73,52 | 4 080 | −71,78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 638 | −72,99 | 341 | −72,19 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 344 | 269,72 | 220 | 298,18 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 69 041 | −45,01 | 6 475 | −41,39 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 360 | 34 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 387 | 30,97 | 328 | 44,05 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 26 174 | −16,08 | 2 455 | −10,50 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 79 734 | −7,44 | 7 478 | −1,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 607 155 | −15,08 | 56 957 | −9,50 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 2 701 | 0,00 | 253 | 6,75 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 328 477 | −62,53 | 30 808 | −60,06 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 56 481 | 14,43 | 5 297 | 21,97 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 8 560 | 68,04 | 803 | 101,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 234 | 0,00 | 22 | 5,00 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15 607 | −3,36 | 1 464 | 2,96 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 11 671 | 3,70 | 1 095 | 10,51 |
