Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i World Gold Trust - SPDR Gold MiniShares Trust inkluderer Evergreen Quality Fund GP, Ltd., Capitolis Liquid Global Markets LLC, Main Street Research LLC, Bank Of Nova Scotia, Altfest L J & Co Inc, Sage Private Wealth Group, Llc, Us Financial Advisors, Llc, DiMeo Schneider & Associates, L.L.C., Quantum Financial Advisors, LLC, Royal Harbor Partners, LLC, Compass Wealth Management, LLC/GA, Pitcairn Co, Milestones Private Investment Advisors LLC, Duncan Williams Asset Management, LLC, Apollon Wealth Management, LLC, Hutchinson Capital Management/ca, Guggenheim Capital Llc, Vantage Point Financial LLC, Hsbc Holdings Plc, og Hutchinson Financial Advisors, INC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 16 500 | 21,32 | 1 081 | 28,54 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 4 623 | 8,90 | 303 | 15,27 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 156 521 | 0,32 | 10 255 | 6,20 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 18 144 | 18,20 | 1 189 | 25,05 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 21 853 | 3,89 | 1 432 | 9,99 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 35 293 | 2 312 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 240 | 119,19 | 736 | 132,18 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 20 166 | 1 321 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 183 454 | 1,14 | 12 020 | 7,07 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 72 781 | 29,31 | 4 769 | 36,89 | ||||
| 2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 298 673 | 90,75 | 19 569 | 101,95 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 96 609 | 1,58 | 6 330 | 7,53 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 6 900 | 455 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 3 267 | 214 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 40 516 | 15,04 | 2 655 | 21,80 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 5 579 | 30,38 | 366 | 38,26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 215 | 14 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 33 691 | 35,56 | 2 207 | 43,50 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 53 858 | 8,20 | 3 529 | 14,55 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 69 276 | 1,17 | 4 539 | 7,08 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 7 528 | 493 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 6 272 | 20,04 | 411 | 26,93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 175 | 2 763 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 473 | 31 | ||||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 21 609 | 2,97 | 1 416 | 9,01 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 150 000 | 9 828 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9 071 | 594 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 46 040 | 3 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 13 764 | 902 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46 559 | 29,15 | 3 051 | 36,71 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 121 606 | 23,67 | 7 968 | 30,93 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 25 861 | 7,55 | 1 694 | 13,84 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 75 232 | 112,65 | 4 929 | 125,17 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 36 485 | 6,51 | 2 390 | 12,79 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 227 575 | 53,79 | 14 911 | 62,81 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 100 | 0 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1 344 268 | 16,62 | 88 076 | 23,46 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6 399 | 56,42 | 419 | 65,61 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 707 000 | 46 323 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 27 942 | 7,61 | 1 831 | 13,88 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8 219 | 0,38 | 539 | 6,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 470 899 | 15,74 | 31 | 20,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 386 | 10,35 | 91 | 16,88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 513 430 | 105,87 | 33 640 | 118,31 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 16 195 | 12,40 | 1 061 | 19,08 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 4 992 | 327 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 458 114 | 0,70 | 30 016 | 6,61 | ||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 1 295 200 | 35,13 | 83 890 | 43,41 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 18 486 | 1 211 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 27 437 | 1 798 | ||||||
| 2025-08-04 | 13F | Balentine LLC | 15 616 | 1 023 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 933 | 720,80 | 716 | 773,17 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 96 276 | 6,47 | 6 308 | 12,72 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 34 845 | 73,38 | 2 283 | 83,67 | ||||
| 2025-08-14 | 13F | Fullerton Fund Management Co Ltd | 704 331 | 112,46 | 46 148 | 124,92 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 118 722 | 30,19 | 7 779 | 37,81 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 3 176 866 | 16,40 | 208 148 | 23,23 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 21 891 | 0,00 | 1 434 | 5,91 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16 002 | 1 048 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 938 | 6,57 | 389 | 13,08 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 28 212 | 3,76 | 1 848 | 9,87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 4 351 | 285 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 46 986 | 3,07 | 3 079 | 9,11 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 32 922 | 0,47 | 2 157 | 6,36 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 6 219 | 44,49 | 407 | 53,01 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 54 487 | 7,50 | 3 570 | 13,84 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 80 583 | 0,45 | 5 323 | 7,47 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 11 068 | 1,35 | 725 | 7,41 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 91 994 | 0,13 | 6 027 | 120 440,00 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 4 706 | 308 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 418 | 28 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7 432 | 25,08 | 487 | 32,43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 135 | 74 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 57 000 | 0,62 | 3 735 | 6,50 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 36 190 | 98,98 | 2 | 100,00 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 5 331 | 26,57 | 349 | 34,23 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 65 730 | 38,50 | 4 307 | 46,61 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 88 974 | 5,65 | 5 830 | 11,84 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 90 744 | 5 946 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 617 924 | 101,23 | 40 486 | 113,03 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 22 286 | 48,26 | 1 460 | 56,99 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4 214 | 276 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 7 926 715 | 1,75 | 519 358 | 7,72 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 650 | 305 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 74 672 | 1,36 | 4 892 | 7,30 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 45 | 3 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28 416 | 75,49 | 1 759 | 109,04 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 57 499 | 2,53 | 3 767 | 8,56 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 985 | 65 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 206 884 | 24,16 | 14 | 30,00 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 104 889 | 0,58 | 6 872 | 6,48 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 5 059 | 0,62 | 331 | 6,43 | ||||
| 2025-08-14 | 13F | Evergreen Quality Fund GP, Ltd. | 1 520 300 | 99 610 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 59 518 | 74,72 | 3 900 | 84,96 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 31 216 | 108,61 | 2 045 | 120,84 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5 511 | 361 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 4 490 | 4,98 | 294 | 11,36 | ||||
| 2025-08-26 | NP | BTGD - STKD Bitcoin & Gold ETF | 38 301 | 30,72 | 2 509 | 38,39 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 172 | 205 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 59 973 | 36,84 | 3 929 | 44,87 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 147 096 | 10,37 | 9 638 | 16,84 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 70 131 | 4,26 | 4 595 | 10,35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 56 931 | 24,38 | 3 730 | 31,71 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 599 | 236 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8 720 | 16,05 | 571 | 22,80 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 079 765 | 20,59 | 70 748 | 27,66 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 36 424 | 1 405,12 | 2 254 | 1 703,20 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 41 949 | 131,17 | 2 748 | 144,70 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 32 772 | 121,90 | 2 147 | 134,90 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 53 949 | 0,65 | 3 535 | 6,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56 492 | 1,55 | 3 701 | 7,52 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 3 074 | 201 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 561 | 1 022,00 | 0 | |||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 59 204 | 0,95 | 3 879 | 6,89 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 126 347 | 56,68 | 8 278 | 65,89 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 46 982 | 10,85 | 3 043 | 17,67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 255 375 | 6,11 | 16 732 | 12,34 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 400 000 | 26 208 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 002 538 | 7,75 | 65 686 | 14,07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25 656 | 868,88 | 1 681 | 860,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 152 | 207 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 13 136 | 861 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 22 093 | 1 448 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5 155 | 336 | ||||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 15 847 | 1 026 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 128 451 | 5 959,01 | 8 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8 470 | 555 | ||||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 175 961 | 11 529 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 23 | 2 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 383 863 | 9,22 | 25 151 | 15,63 | ||||
| 2025-08-12 | 13F | Bokf, Na | 400 | 26 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18 127 | 97,25 | 1 188 | 108,98 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1 181 448 | 4,48 | 77 409 | 10,61 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 53 | 3 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 855 | 0,16 | 122 | 6,14 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 73 470 | 41,45 | 4 814 | 49,75 | ||||
| 2025-08-26 | NP | PPI - AXS Astoria Inflation Sensitive ETF | 75 222 | 50,96 | 4 929 | 59,84 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 781 | 82,10 | 510 | 92,80 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 221 200 | 25,54 | 14 493 | 34,78 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 212 737 | 501,60 | 13 939 | 537,02 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 6 191 | 406 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 76 654 | 2,63 | 5 022 | 8,65 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 3 841 | 252 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 476 | 31 | ||||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 96 619 | 6 330 | ||||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 1 210 225 | 4,79 | 79 294 | 10,93 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 125 | 8 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 8 945 | 586 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 21 217 | 34,26 | 1 390 | 42,13 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 688 | 187,14 | 1 159 | 203,94 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 066 263 | 7,33 | 69 862 | 13,63 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 26 225 | 36,02 | 1 718 | 44,01 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 25 977 | 4,71 | 1 702 | 10,88 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 4 948 | 324 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 469 752 | 4 571,82 | 31 130 | 4 609,53 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 214 397 | 16,95 | 14 047 | 23,81 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 92 463 | 6 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 195 083 | 12 782 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 2 841 | 309 | ||||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 10 000 | 655 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 20 | 100,00 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 429 541 | 10,43 | 159 121 | 17,41 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 107 086 | 49,51 | 7 016 | 58,30 | ||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1 535 510 | 9,48 | 100 607 | 15,90 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 3 262 | 214 | ||||||
| 2025-08-14 | 13F | Nepc Llc | 692 544 | 7,52 | 45 375 | 13,82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14 105 | 1 641,36 | 924 | 1 785,71 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 82 139 | 20,36 | 5 348 | 26,98 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 5 111 | 13,96 | 336 | 16,72 | ||||
| 2025-08-15 | 13F | E Fund Management Co., Ltd. | 360 915 | 488,10 | 23 647 | 522,62 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 3 | 0 | ||||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 225 369 | 1,81 | 15 079 | 10,07 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Bank of Marin | 11 024 | 722 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 108 | 7 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 10 138 | 17,73 | 664 | 24,81 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26 244 | 1 720 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 50 382 | 20,99 | 3 301 | 28,09 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 185 | 6,08 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 49 530 | 145,47 | 3 273 | 164,81 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 248 733 | 11,15 | 16 297 | 17,67 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 11 481 | 75,26 | 752 | 85,68 | ||||
| 2025-08-28 | NP | RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A | 753 819 | 6,30 | 49 390 | 12,54 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 26 245 | 37,62 | 1 720 | 45,68 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 18 819 | 203,04 | 1 233 | 221,09 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 108 435 | 77,15 | 7 105 | 87,54 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13 956 | 23,52 | 914 | 30,76 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5 187 | 340 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 112 | 3,92 | 269 | 10,25 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 19 947 | 13,31 | 1 307 | 19,93 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 595 | 41,67 | 39 | 52,00 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 656 | 43 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 13 897 | 0,55 | 911 | 1,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19 892 | 132,74 | 1 303 | 146,78 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 236 683 | 0,45 | 15 507 | 11,34 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 23 389 | 2,85 | 1 532 | 8,88 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 7 885 | 18,25 | 523 | 19,18 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7 030 213 | 2,71 | 460 620 | 8,74 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 99 628 | 6 166 | ||||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3 670 | 0,30 | 240 | 6,19 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3 845 | 252 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 4 000 | 262 | ||||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 20 809 | 1 363 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 19 342 | 2,51 | 1 267 | 8,57 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 473 | 476,83 | 29 | 625,00 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 126 953 | 1,85 | 8 318 | −1,60 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 26 462 | 51,20 | 1 734 | 60,02 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 227 | 187,34 | 14 | 250,00 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 75 196 | 2,69 | 4 927 | 8,69 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 52 772 | 686,12 | 3 458 | 733,01 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 334 | 1 090,60 | 410 | 1 181,25 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 19 348 | 1 268 | ||||||
| 2025-08-14 | 13F | State Street Corp | 2 695 268 | 0,31 | 176 594 | 6,20 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4 812 | 8,53 | 315 | 14,96 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 10 487 | 2,58 | 687 | 8,70 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 525 606 | 11,78 | 34 438 | 18,34 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 301 | 60,16 | 544 | 69,69 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 8 643 | 11,59 | 566 | 18,16 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 99 251 | 27,83 | 6 503 | 35,32 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 124 030 | 5 137,75 | 2 | −99,32 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 4 863 | 319 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 24 416 | 1 599 | ||||||
| 2025-07-14 | 13F | Caitlin John, LLC | 19 402 | 72,26 | 1 271 | 82,35 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 981 946 | 9,18 | 64 337 | 15,58 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7 434 | 70,47 | 487 | 81,04 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 864 | 45,92 | 450 | 84,02 | ||||
| 2025-08-15 | 13F | Semper Augustus Investments Group Llc | 17 001 | 4,82 | 1 114 | 10,97 | ||||
| 2025-07-25 | NP | PRDAX - Diversified Real Asset Fund Class A | 1 545 400 | 40,16 | 100 822 | 61,73 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 15 346 | 1 005 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 751 233 | 4,79 | 114 741 | 10,94 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 20 497 | 1,82 | 1 368 | 4,11 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 28 537 | 5,54 | 1 870 | 11,72 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 601 421 | 73,67 | 39 399 | 83,83 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 14 113 | 21,52 | 925 | 28,69 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 134 697 | 4,40 | 8 826 | 10,53 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 19 731 | 20,08 | 1 293 | 27,17 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 28 | 3,70 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 637 414 | 3 304,26 | 41 763 | 3 506,48 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 595 607 | 25,09 | 39 024 | 32,42 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2 955 | 2,64 | 194 | 8,43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 26 506 | 105,31 | 1 737 | 117,27 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4 286 | 0 | ||||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 66 259 | 0,16 | 4 341 | 6,03 | ||||
| 2025-08-13 | 13F | CMC Financial Group | 3 427 | 225 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 22 019 | 1 443 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 8 175 | 3,42 | 536 | 9,41 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 14 175 | 667,46 | 929 | 714,04 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 66 399 | 4,12 | 4 350 | 10,21 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 268 994 | 2,66 | 17 525 | 1,04 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5 128 539 | 336 022 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 50 876 | 22,14 | 3 333 | 29,29 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 24 953 | 41,51 | 1 635 | 49,77 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 913 | 0,55 | 60 | 5,36 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 7 872 | 516 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 10 779 | 706 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 662 568 | 1,15 | 43 411 | 7,08 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7 791 | 510 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 | 1 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 83 613 | 24,84 | 5 478 | 32,16 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 468 121 | 1,91 | 30 671 | 7,89 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 3 200 | 210 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3 837 | 251 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 79 918 | 22,35 | 5 236 | 29,54 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 2 211 620 | 42,95 | 144 905 | 51,34 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 315 | 21 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 147 373 | 9 656 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 57 570 | 5,99 | 3 772 | 11,93 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 3 533 | 231 | ||||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 2 926 | 1,63 | 165 | 9,27 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 7 | 0,00 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 59 590 | 9,52 | 3 904 | 15,95 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 348 849 | 27,74 | 88 377 | 35,23 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 11 040 | 7,72 | 723 | 14,04 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 37 402 | 5,90 | 2 451 | 12,13 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 711 | 309 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 54 776 | 293,36 | 3 569 | 314,40 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 12 724 | 834 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 1 292 149 | 85 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 204 826 | 9,10 | 13 331 | 16,29 | ||||
| 2025-07-07 | 13F | Medici Capital Llc | 204 026 | 10,86 | 13 368 | 17,37 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 671 | 44 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4 938 | 324 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 10 375 | 680 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 000 | 66 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3 091 | 203 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 4 996 | 4,58 | 327 | 10,85 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 263 | 101,11 | 83 | 115,79 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 42 431 | 1,26 | 2 780 | 7,21 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 12 315 | 43,98 | 807 | 52,36 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 155 170 | 136,60 | 10 167 | 150,52 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 51 459 | 48,34 | 3 372 | 57,08 | ||||
| 2025-07-17 | 13F | KWB Wealth | 77 617 | 90,14 | 4 804 | 126,34 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 22 492 | 1 474 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 455 | 292 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 4 204 | 275 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 145 756 | 65,77 | 9 550 | 75,50 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 442 | 31,77 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 2 600 | 170 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 11 713 | 39,81 | 769 | 40,33 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 440 498 | 0,03 | 28 861 | 5,90 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 259 230 | 60,30 | 16 985 | 69,70 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 3 072 | 201 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 396 942 | 6,89 | 26 008 | 13,16 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 135 221 | 0,25 | 8 860 | 6,13 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 18 798 | 59,81 | 1 232 | 69,09 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 986 | 2 535,64 | 523 | 2 805,56 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 148 | 10 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 83 169 | 2,95 | 5 449 | 9,00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 82 864 | 7,38 | 5 429 | 13,70 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 21 269 | 56,54 | 1 394 | 65,83 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 5 840 | 26,30 | 383 | 33,57 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 13 497 | 6,32 | 884 | 12,61 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 316 | 21 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4 146 | 272 | ||||||
| 2025-07-30 | NP | LENS - Sarmaya Thematic ETF | 7 365 | 61,73 | 480 | 86,77 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4 990 | 327 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 3 734 | 1,00 | 245 | 7,02 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 5 400 | 44,39 | 354 | 52,81 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 6 823 | 22,85 | 447 | 30,32 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 23 242 | 17,31 | 1 523 | 24,14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 613 | 237 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 38 148 | 34,25 | 2 499 | 42,15 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 12 605 | 826 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 9 516 | 24,31 | 624 | 31,71 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 821 | 6,35 | 316 | 12,50 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 58 965 | 3 863 | ||||||
| 2025-06-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 4 289 | 184,61 | 280 | 236,14 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 47 | 3 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2 184 | 3,56 | 143 | 10,00 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 15 176 | 994 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 29 | 93,33 | 2 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 453 | 30 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 874 | 0,34 | 57 | 7,55 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 44 296 | 4,55 | 2 902 | 10,68 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 23 753 | 0,19 | 1 556 | 6,07 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 60 134 | 69,11 | 3 940 | 79,05 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 058 | 200 | ||||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 103 557 | 0,93 | 6 785 | 6,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 207 509 | 2,41 | 13 596 | 8,42 | ||||
| 2025-07-16 | 13F | Novem Group | 3 366 | 221 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 25 437 | 1 667 | ||||||
| 2025-08-13 | 13F | Groupe la Francaise | 300 | 20 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 152 610 | 82,06 | 9 999 | 92,77 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 3 087 | 202 | ||||||
| 2025-08-05 | 13F | Main Street Research LLC | 448 487 | 29 385 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 8 032 | 526 | ||||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 96 247 | 1,13 | 6 306 | 7,06 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7 174 | 88,59 | 470 | 100,00 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 9 219 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 250 561 | 23,78 | 81 937 | 31,04 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 7 277 | 1,04 | 477 | 6,97 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 351 023 | 234,13 | 285 079 | 253,73 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 581 | 38 | ||||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 243 192 | 2,05 | 15 934 | 8,03 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 25 311 | 4,58 | 1 658 | 10,75 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 97 | 6 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2 162 | 13,02 | 142 | 19,49 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 9 301 | 6,91 | 609 | 13,20 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 64 376 | 4 218 | ||||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 10 054 | 8,83 | 659 | 15,24 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 50 388 | 3,95 | 3 301 | 10,03 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 234 | 9,35 | 15 | 15,38 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 69 966 | 2,91 | 4 584 | 8,96 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 22 477 | 1 473 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 16 051 | 57,35 | 1 052 | 66,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 196 813 | 7,01 | 13 | 9,09 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 20 358 | 3,25 | 1 334 | 9,26 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 31 | 6,90 | 2 | 100,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 30 845 | 6,70 | 2 021 | 12,91 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 101 121 | 2,84 | 6 625 | 8,87 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 24 876 | 48,04 | 1 630 | 56,63 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 730 | 6,70 | 310 | 12,77 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 372 397 | 36,05 | 24 399 | 44,03 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 33 834 | 2 217 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 139 967 | 7,15 | 9 171 | 13,43 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 408 | 354 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17 331 | 14,36 | 1 136 | 21,13 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 922 651 | 1,80 | 60 452 | 7,77 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16 498 | 8,40 | 1 090 | 9,55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30 730 | 24,20 | 2 013 | 31,48 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 2 617 | 86,13 | 174 | 98,85 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 189 200 | 40,98 | 12 396 | 49,26 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 12 976 | 850 | ||||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 7 040 | 461 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 28 419 | 2,91 | 1 862 | 8,95 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29 509 | 24,78 | 1 933 | 32,13 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 570 | 103 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 4 386 | 287 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 15 553 | 146,40 | 1 019 | 161,28 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 25 310 | 2,52 | 1 658 | 8,58 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 5 760 | 1,32 | 0 | |||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 4 055 562 | 1,28 | 265 720 | 7,22 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5 831 | 382 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3 965 | 20,85 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 089 506 | 9,32 | 71 384 | 15,73 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 352 788 | 2,74 | 23 115 | 8,77 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 424 871 | 2,33 | 27 838 | 8,33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 266 | 542 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 48 244 | 6,50 | 3 161 | 12,74 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 168 | 68,00 | 11 | 83,33 |
