Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Vanguard Index Funds - Vanguard Small-Cap ETF inkluderer Kingstone Capital Partners Texas, LLC, Glenmede Investment Management, LP, Searcy Financial Services Inc /adv, EBI - Longview Advantage ETF, Tribridge Partners Financial LLC, Code Waechter LLC, Midwest Trust Co, Atlantic Union Bankshares Corp, Gamco Investors, Inc. Et Al, Veridan Wealth LLC, Cornerstone Planning, LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Blueprint Financial Advisors LLC, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, J Hagan Capital, Inc., Private Wealth Advisors, LLC, BCS Private Wealth Management, Inc., 21 West Wealth Management LLC, Fund Evaluation Group, LLC, og Horizon Bancorp Inc /in/ .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 20 267 | 9,46 | 4 803 | 16,98 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 2 477 | 587 | ||||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 1 807 | 36,17 | 428 | 45,58 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1 347 | 320 | ||||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 6 232 | 0,16 | 1 531 | 11,92 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6 926 | 16,52 | 1 641 | 24,60 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 10 561 | 38,12 | 2 364 | 39,47 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 888 | 95,16 | 210 | 118,75 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 883 | 212 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 32 288 | 0,11 | 7 652 | 6,98 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 515 318 | 0,03 | 122 120 | 6,90 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2 559 | 3,02 | 606 | 10,18 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 2 384 | 6,19 | 571 | 25,27 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 32 125 | 3,10 | 7 621 | 10,29 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 77 248 | 3,69 | 18 367 | 11,17 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 8 500 | 2 014 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 72 433 | 225,78 | 17 165 | 248,17 | ||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 1 280 | 277 | ||||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 1 478 | 4,97 | 350 | 12,18 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 8 740 | 2 071 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 55 536 | 6,35 | 13 161 | 13,65 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 4 348 | 0,35 | 1 030 | 7,29 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 1 080 | 0 | ||||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 12 847 | 3,91 | 3 045 | 11,05 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2 859 | 0,49 | 677 | 7,46 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 190 237 | 790,46 | 45 083 | 847,30 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 39 373 | 2,11 | 9 331 | 9,12 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 3 940 | 236,75 | 935 | 260,62 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 125 357 | 14,68 | 29 707 | 22,56 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 14 118 | 1,78 | 3 346 | 8,78 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 112 399 | 11 756,43 | 26 637 | 12 062,56 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1 978 | 470 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 10 685 | 0,19 | 2 532 | 7,11 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 6 857 | 22,75 | 1 625 | 31,18 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 262 478 | 69,16 | 62 202 | 80,78 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 1 888 | 16,26 | 447 | 24,17 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 15 515 | 34,48 | 3 677 | 43,71 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 1 545 | 35,65 | 367 | 45,63 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 78 | 2 500,00 | 18 | −64,71 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 31 217 | 251,54 | 7 398 | 275,67 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 31 202 | 39,68 | 7 394 | 49,28 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 4 527 | 17,71 | 1 073 | 25,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19 200 | 3,35 | 4 550 | 10,44 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 38 014 | 2,14 | 9 038 | 9,52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 65 563 | 21,26 | 15 537 | 29,59 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 12 059 | 18,63 | 2 862 | 27,09 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 84 856 | 5,81 | 20 109 | 13,08 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3 883 | 6,88 | 920 | 14,29 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 629 | 18,04 | 386 | 26,14 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 900 | 213 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 99 349 | 0,97 | 23 544 | 7,90 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 1 805 | 428 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 247 | 0,41 | 59 | 7,41 | ||||
| 2025-08-12 | 13F | Bokf, Na | 36 045 | 20,36 | 8 542 | 28,63 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 23 161 | 46,06 | 5 489 | 56,09 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25 505 | 2,50 | 6 044 | 9,55 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 25 582 | 2,05 | 6 062 | 9,07 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 15 423 | 6,13 | 3 667 | 13,81 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 4 993 | 0,30 | 1 183 | 7,25 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2 613 | 4,65 | 619 | 11,93 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 2 182 | 2,15 | 517 | 9,30 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 36 726 | 2,22 | 9 | 28,57 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 2 368 | 3,45 | 561 | 10,65 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 292 062 | 4,06 | 69 213 | 11,21 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11 522 | 5,73 | 2 730 | 13,00 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 54 450 | 2,80 | 12 904 | 9,86 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 69 123 | 2,66 | 16 381 | 9,71 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 19 113 | 7,53 | 4 529 | 14,92 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 917 060 | 1,29 | 454 305 | 8,25 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 339 | 80 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 267 629 | 5,67 | 63 | 12,50 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5 569 | 6,22 | 1 320 | 26,46 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 2 272 | 7,22 | 1 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 18 455 | 894,88 | 4 373 | 963,99 | ||||
| 2025-07-28 | 13F | Essex LLC | 4 017 | 238,99 | 952 | 263,36 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 62 010 | 2,86 | 14 695 | 9,93 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 1 475 | 350 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 12 945 | 0,57 | 3 181 | 19,01 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 15 762 | 0,72 | 3 735 | 7,64 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 150 | 19,05 | 36 | 29,63 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 136 154 | 7,57 | 32 273 | 14,98 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 859 | 204 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 14 567 | 24,00 | 3 452 | 32,48 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 17 453 | 202,58 | 4 136 | 223,63 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 1 884 | 5,02 | 446 | 12,34 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 5 105 | 4,74 | 1 210 | 11,94 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 983 | 8,47 | 1 181 | 15,91 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 51 313 | 9,21 | 12 160 | 16,71 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 37 699 | 250,56 | 8 934 | 274,71 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 11 705 | 0,11 | 2 774 | 6,98 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 843 | 205 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 6 318 | 8,24 | 1 497 | 15,69 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 5 069 | 4,99 | 1 201 | 12,24 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 641 | 23,98 | 152 | 32,46 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 8 519 | 1,45 | 2 019 | 8,38 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15 058 | 72,78 | 3 568 | 84,68 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 20 573 | 7,45 | 4 875 | 14,84 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 76 939 | 3,91 | 18 233 | 11,05 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 243 | 58 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 1 356 | 7,70 | 301 | −0,66 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 77 185 | 22,62 | 18 291 | 31,05 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1 261 | 5,79 | 299 | 12,88 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 37 526 | 1 545,88 | 8 893 | 1 660,79 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 124 643 | 21,65 | 29 538 | 30,00 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 6 315 | 8,26 | 1 497 | 15,70 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 535 | 56,15 | 0 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 6 534 | 0,37 | 1 548 | 7,28 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 1 203 | 0,84 | 285 | 7,95 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 41 533 | 3,44 | 9 842 | 10,55 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 1 703 | 403 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 669 | 159 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 3 780 | 8,56 | 896 | 15,93 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 6 768 | 10,10 | 1 604 | 17,61 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 35 114 | 8 321 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 86 776 | 59,74 | 20 571 | 70,76 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 12 036 | 16,84 | 2 852 | 24,87 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 11 154 | 0,31 | 2 643 | 7,22 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 4 | 1 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 20 306 | 0,07 | 4 812 | 6,96 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 548 | 10,26 | 130 | 17,27 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2 955 | 136,40 | 700 | 152,71 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 5 146 | 12,36 | 1 220 | 20,10 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 5 645 | 6,31 | 1 338 | 13,59 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 34 544 | 8 186 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 396 389 | 3,73 | 94 | 10,71 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 125 | 0,81 | 30 | 0,00 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 10 276 | 0,14 | 2 435 | 7,03 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 3 721 | 12,11 | 882 | 19,70 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6 102 | 103,60 | 1 446 | 117,77 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 3 570 | 15,65 | 846 | 23,54 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 41 986 | 0,30 | 9 950 | 7,19 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 128 | 30 | ||||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 9 918 | 28,31 | 2 350 | 37,11 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 84 832 | 10,39 | 20 171 | 18,37 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 2 821 | 0,21 | 669 | 7,05 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 1 638 | 0,06 | 388 | 6,89 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 82 | 19 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 1 437 | 34,68 | 341 | 44,07 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 40 956 | 3,68 | 9 706 | 10,80 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 13 293 | 0,07 | 3 150 | 6,96 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 53 727 | 6,18 | 12 732 | 13,48 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 560 | 25,84 | 133 | 34,69 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 22 533 | 1,43 | 5 340 | 8,38 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 1 176 | 279 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 48 895 | 6,69 | 11 590 | 14,05 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 3 485 | 6,87 | 826 | 21,86 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 20 645 | 163,63 | 4 893 | 181,80 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 1 806 | 428 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 105 921 | 25 184 | ||||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 42 259 | 29,40 | 10 015 | 38,30 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 1 082 | 256 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 14 877 | 2,69 | 3 526 | 9,74 | ||||
| 2025-08-12 | 13F | Ade, Llc | 1 090 | 258 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 9 090 | 4,63 | 2 154 | 11,84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 12 480 | 12,99 | 2 957 | 20,74 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 983 | 3,34 | 470 | 10,35 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 1 321 | 0 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 35 019 | 1,00 | 8 299 | 7,93 | ||||
| 2025-08-01 | 13F | First National Trust Co | 3 589 | 0,98 | 851 | 7,87 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 36 672 | 15,59 | 8 691 | 23,53 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 016 812 | 120,75 | 241 687 | 136,62 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 22 613 | 44,56 | 5 359 | 54,53 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 35 042 | 5,02 | 8 304 | 12,23 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 2 116 | 50,71 | 502 | 61,09 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 10 272 | 2,08 | 2 434 | 9,10 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 7 797 | 2,96 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 8 227 | 6,37 | 1 950 | 13,64 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 58 506 | 18,43 | 13 865 | 26,55 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 2 527 | 599 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 12 434 | 104,47 | 2 947 | 118,55 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 8 918 | 0,60 | 2 142 | 8,13 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 83 | 15,28 | 20 | 26,67 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 1 084 | 6,27 | 257 | 14,80 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 13 979 | 3 313 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 1 723 | 10,52 | 410 | 18,55 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 24 190 | 0,91 | 5 733 | 7,85 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 143 610 | 6,46 | 34 033 | 13,77 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 12 945 | 21,53 | 3 073 | 30,10 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 254 | 2,53 | 297 | 9,59 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1 027 | 244 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 78 252 | 100,73 | 18 545 | 114,18 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 246 587 | 17,37 | 58 | 26,09 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 24 464 | 20,27 | 5 425 | 25,01 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5 987 | 5,02 | 1 419 | 12,18 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 1 590 | 24,71 | 377 | 33,33 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 33 687 | 0,26 | 7 983 | 7,15 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 3 689 | 48,81 | 874 | 59,20 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 5 620 | 14,09 | 1 332 | 21,89 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 7 728 | 1,71 | 1 831 | 8,73 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 4 434 | 6,03 | 1 078 | 33,09 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 1 608 | 14,69 | 381 | 22,90 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 2 471 | 586 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 2 585 | 0,04 | 612 | 6,99 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 68 263 | 1,21 | 16 177 | 8,16 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 8 725 | 8,02 | 2 070 | 15,52 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 33 014 | 7,47 | 7 850 | 15,24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 342 693 | 7,99 | 554 795 | 15,33 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2 151 | 10,76 | 1 | |||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 1 596 | 5,28 | 382 | 13,69 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2 253 | 2,78 | 534 | 9,67 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 1 448 | 8,14 | 343 | 18,69 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 104 761 | 3,53 | 24 826 | 10,64 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 1 554 | 0,13 | 368 | 6,98 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 887 | 210 | ||||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 164 | 39 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 3 039 | 34,59 | 731 | 45,62 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 132 760 | 25,32 | 31 461 | 33,93 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 1 740 | 2,96 | 412 | 10,16 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 10 418 | 9,54 | 2 469 | 17,02 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 56 557 | 196,86 | 13 447 | 218,35 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 96 008 | 2,26 | 21 290 | −5,63 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1 210 | 1,00 | 287 | 7,92 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20 327 | 18,84 | 4 817 | 27,03 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1 093 | 54,60 | 259 | 65,38 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 24 016 | 0,73 | 5 691 | 7,66 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3 401 | 2,04 | 806 | 9,08 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 667 | 158 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 763 | 56,43 | 426 | 71,37 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 1 338 | 15,84 | 317 | 23,83 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 685 | 162 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 1 142 | 272 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 57 743 | 2,75 | 13 684 | 9,81 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 19 156 | 6,71 | 4 540 | 14,05 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 131 788 | 4,51 | 31 231 | 11,69 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 81 694 | 37,10 | 19 659 | 55,61 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14 479 | 1,08 | 3 434 | 8,09 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 165 | 3,12 | 0 | |||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 9 055 | 2,57 | 2 146 | 9,61 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 949 | 225 | ||||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 77 378 | 6,09 | 18 337 | 13,37 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 21 703 | 5,77 | 5 143 | 13,03 | ||||
| 2025-07-18 | 13F | United Bank | 22 656 | 2,01 | 5 369 | 9,04 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 80 275 | 1,23 | 19 024 | 8,18 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 28 518 | 1,61 | 6 758 | 8,60 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 8 686 | 20,15 | 2 058 | 28,38 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 47 929 | 1,52 | 11 358 | 8,49 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8 618 | 10,20 | 2 049 | 18,17 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 43 819 | 0,90 | 10 384 | 7,83 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 10 453 | 0,48 | 2 477 | 7,42 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 46 782 | 1,16 | 11 086 | 8,11 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 1 370 | 0,22 | 325 | 6,93 | ||||
| 2025-07-21 | 13F | Intrinsic Value Partners, LLC | 9 528 | 17,85 | 2 258 | 25,95 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1 024 | 249 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 13 497 | 1,95 | 3 199 | 8,96 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6 964 529 | 4,61 | 1 653 133 | 12,04 | ||||
| 2025-04-28 | NP | JSCNX - Small Cap Value Fund Class NAV | 31 397 | 124,04 | 7 460 | 104,36 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14 794 | 10,77 | 3 506 | 18,37 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 45 993 | 1,71 | 10 199 | −6,13 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 3 172 | 752 | ||||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 890 | 211 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 177 463 | 9,97 | 42 074 | 17,57 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 18 318 | 3,82 | 4 341 | 10,97 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3 757 | 38,74 | 908 | 62,14 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 851 | 202 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 63 362 | 17,27 | 15 016 | 25,32 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 12 162 | 66,79 | 2 882 | 78,23 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6 153 | 0,70 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 925 111 | 2,58 | 930 173 | 9,63 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 23 422 | 27,98 | 5 559 | 36,96 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 894 | 212 | ||||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 120 | 28 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1 669 | 0,30 | 395 | 7,34 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 19 526 | 26,25 | 4 627 | 34,94 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 1 626 | 11,75 | 395 | 22,67 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 1 457 | 0,07 | 345 | 7,14 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 9 436 | 11,71 | 2 236 | 19,38 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 51 548 | 6,61 | 12 216 | 13,94 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 18 848 | 4,23 | 4 467 | 11,37 | ||||
| 2025-08-14 | 13F | State Street Corp | 383 669 | 31,00 | 91 224 | 40,47 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 687 | 23,88 | 659 | 40,00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3 456 | 110,09 | 819 | 125,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 356 700 | 2,57 | 84 531 | 9,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 102 180 | 4,09 | 24 215 | 11,24 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 583 423 | 1,26 | 138 260 | 8,21 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 82 151 | 4,66 | 19 468 | 11,85 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 345 967 | 1,41 | 81 987 | 8,37 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 33 922 | 6,01 | 8 039 | 13,28 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 49 578 | 16,25 | 11 749 | 24,21 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 94 028 | 16,04 | 22 283 | 24,01 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 332 | 970,97 | 79 | 1 200,00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 20 733 | 3,56 | 4 913 | 10,68 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 4 239 | 15,16 | 1 005 | 23,04 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 68 213 | 16,47 | 16 165 | 24,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 868 185 | 0,88 | 1 390 642 | 7,81 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 6 480 | 15,00 | 1 536 | 22,90 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 194 596 | 10,32 | 46 116 | 17,89 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7 382 | 3,81 | 1 749 | 10,98 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 6 929 | 40,75 | 1 642 | 50,41 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 33 036 | 17,83 | 7 829 | 25,93 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 27 636 | 5,52 | 6 549 | 12,78 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 8 273 | 51,05 | 1 960 | 61,45 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5 186 | 2,49 | 1 229 | 1,07 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 7 596 | 48,10 | 1 800 | 58,31 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 70 328 | 4,78 | 16 666 | 11,98 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 54 753 | 0,41 | 12 141 | −7,33 | ||||
| 2025-07-16 | 13F | Randolph Co Inc | 121 084 | 1,05 | 28 694 | 7,99 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 28 374 | 3,00 | 6 724 | 10,07 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 24 | 5 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 43 109 | 2,33 | 10 569 | 15,74 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 53 183 | 1,68 | 12 603 | 8,67 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 48 664 | 0,36 | 11 532 | 7,25 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2 499 | 68,40 | 613 | 96,15 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 5 767 | 14,22 | 1 367 | 22,07 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 1 410 | 334 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 557 930 | 3,00 | 132 626 | 10,42 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 8 232 | 256,98 | 1 951 | 281,60 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 847 | 201 | ||||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 5 432 | 1,31 | 1 287 | 8,24 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 41 381 | 19,93 | 9 806 | 28,17 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 5 264 | 1 247 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 100 731 | 4,56 | 23 871 | 11,74 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 14 639 | 3 469 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 554 | 2,78 | 131 | 10,08 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 4 457 | 2,13 | 1 059 | 9,41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 353 069 | 11,40 | 83 670 | 19,05 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 19 216 | 8,27 | 4 554 | 15,71 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5 894 | 3,39 | 1 397 | 10,44 | ||||
| 2025-07-21 | 13F | 25 Llc | 52 637 | 3,21 | 12 474 | 10,30 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5 389 | 29,95 | 1 277 | 38,96 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 946 160 | 224 221 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 206 386 | 2,70 | 48 909 | 9,75 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8 180 | 3,69 | 1 938 | 10,81 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 33 837 | 23,67 | 8 031 | 32,18 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 11 178 | 654,25 | 2 649 | 707,32 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 41 403 | 8,73 | 9 812 | 16,19 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 3 | 1 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 96 662 | 0,68 | 22 907 | 7,60 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 627 | 4,16 | 386 | 11,27 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 28 592 | 39,34 | 6 776 | 48,90 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7 437 | 11,02 | 1 763 | 18,65 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 1 105 | 12,76 | 262 | 20,28 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 64 955 | 3,36 | 15 393 | 10,46 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 2 685 | 0,19 | 636 | 7,07 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 434 073 | 8,54 | 102 867 | 15,99 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 110 292 | 0,72 | 26 137 | 7,64 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5 485 | 6,65 | 1 300 | 13,95 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 9 097 | 171,31 | 2 156 | 190,04 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 546 104 | 12,49 | 129 416 | 20,21 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 12 174 | 3,16 | 2 885 | 1,73 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 7 927 | 0,37 | 1 879 | 7,25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 99 402 | 28,53 | 23 556 | 37,36 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 6 314 | 10,33 | 1 496 | 17,89 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 351 | 287,43 | 3 164 | 282,47 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 3 515 | 13,64 | 833 | 21,61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 384 718 | 53,26 | 93 567 | 68,09 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 14 601 | 16,85 | 3 460 | 24,86 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 35 299 | 0,52 | 8 365 | 7,42 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 477 756 | 2,45 | 113 219 | 9,49 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 22 859 | 4,03 | 5 417 | 11,19 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5 261 | 2,29 | 1 247 | 9,30 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 366 | 262,38 | 87 | 290,91 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1 493 | 2,97 | 354 | 9,97 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26 596 | 10,71 | 6 303 | 17,93 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 62 333 | 55,41 | 14 772 | 66,10 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 2 754 | 11,09 | 653 | 18,76 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 291 | 69 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 51 377 | 117,18 | 12 175 | 132,13 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 6 099 | 4,35 | 1 445 | 11,50 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 5 680 | 48,61 | 1 346 | 48,24 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 17 835 | 4,39 | 4 227 | 11,56 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4 130 | 19,36 | 979 | 27,51 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 6 555 | 12,40 | 1 553 | 20,11 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 8 421 | 3,21 | 1 996 | 10,28 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 699 404 | 27,37 | 165 745 | 36,12 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 39 001 | 4,49 | 9 242 | 11,30 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 59 184 | 0,49 | 14 026 | 7,39 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 3 248 | 0,03 | 770 | 6,81 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 534 238 | 9,75 | 126 604 | 17,29 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 1 998 | 4,06 | 473 | 11,29 | ||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 8 459 | 16,53 | 2 005 | 24,55 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 2 342 | 555 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7 354 | 1,11 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 5 819 | 114,72 | 1 379 | 129,67 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 262 | 32,32 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3 660 | 0,77 | 867 | 13,48 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 1 799 | 0,22 | 399 | −7,66 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 1 137 | 16,74 | 269 | 25,12 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 79 352 | 3,82 | 18 805 | 10,95 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 30 631 | 59,28 | 7 259 | 70,22 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 11 560 | 83,06 | 2 740 | 95,64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 208 643 | 149,81 | 49 545 | 167,52 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 49 285 | 20,59 | 11 680 | 28,86 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 2 502 | 2,37 | 593 | 9,43 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 1 766 | 5,12 | 419 | 12,37 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 35 491 | 0,28 | 8 411 | 7,16 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 1 617 | 22,78 | 383 | 31,16 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 27 274 | 0,95 | 6 463 | 7,88 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 124 417 | 4,21 | 26 893 | −6,26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 320 964 | 10,15 | 76 062 | 17,71 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 316 | 12,46 | 75 | 19,35 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 19 755 | 2,71 | 4 681 | 9,78 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 974 | 231 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 311 | 8,08 | 311 | 15,67 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1 478 | 32,91 | 350 | 42,28 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 43 460 | 76,08 | 10 299 | 88,18 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 428 | 338 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 72 525 | 1,17 | 17 187 | 8,12 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3 551 | 0,17 | 842 | 7,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 11 234 | 2,25 | 2 742 | 12,52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 24 253 000 | 0,69 | 5 747 476 | 7,60 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 38 108 | 16,65 | 9 031 | 24,65 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3 215 | 4,79 | 762 | 11,91 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 3 837 | 0,66 | 909 | 7,57 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 309 | 3,00 | 73 | 10,61 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 286 | 35,55 | 68 | 45,65 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 14 551 | 52,29 | 3 448 | 62,80 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 17 626 | 0,54 | 4 177 | 7,46 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 4 020 | 4,69 | 953 | 11,87 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 3 906 | 0,18 | 944 | 25,03 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 15 742 | 28,28 | 3 730 | 37,08 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 51 657 | 10,20 | 12 242 | 17,77 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 13 893 | 34,36 | 3 292 | 43,63 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1 646 | 3,65 | 390 | 10,80 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 440 | 341 | ||||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER FUND Investor Shares | 967 547 | 86,69 | 209 135 | 61,64 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 15 386 | 2,61 | 3 646 | 9,65 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 9 273 | 45,09 | 2 198 | 55,05 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 48 795 | 15,79 | 11 602 | 24,15 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 35 163 | 32,98 | 8 333 | 51,13 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 1 064 | 0,76 | 236 | −7,11 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 136 744 | 23,57 | 32 423 | 32,13 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 5 363 | 27,75 | 1 271 | 36,56 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 775 674 | 11,25 | 183 819 | 18,89 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 185 172 | 5,30 | 43 885 | 12,53 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 4 178 | 42,06 | 990 | 51,69 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 13 967 | 0,28 | 3 310 | 7,16 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3 044 | 1,20 | 721 | 8,10 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 1 098 | 21,19 | 0 | |||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 1 315 | 312 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 96 343 | 15,58 | 23 | 22,22 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 3 690 | 874 | ||||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 16 858 | 3 995 | ||||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 6 988 | 0,27 | 1 656 | 7,18 | ||||
| 2025-06-26 | NP | TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class | 48 000 | 28,34 | 10 375 | 11,13 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 2 688 | 3,54 | 637 | 10,78 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1 278 | 8,95 | 303 | 16,15 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 24 956 | 5 914 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 38 916 | 14,43 | 9 | 28,57 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4 033 | 9,15 | 956 | 16,61 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 35 976 | 138,19 | 8 526 | 154,55 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 156 471 | 2,39 | 37 080 | 9,42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 063 051 | 0,78 | 251 922 | 7,70 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 43 | 43,33 | 10 | 66,67 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 21 275 | 4 023,06 | 5 059 | 4 336,84 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 1 689 | 9,46 | 400 | 16,96 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 919 | 129,45 | 929 | 145,50 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 63 786 | 15 155 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 628 562 | 8,85 | 148 961 | 16,33 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13 819 | 12,31 | 3 275 | 20,01 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1 038 | 8,12 | 246 | 15,57 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 1 248 | 296 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 248 | 59 | ||||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 11 829 | 3 251 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 4 149 | 41,56 | 983 | 51,23 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 944 | 60,00 | 224 | 71,54 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 5 579 | 0,63 | 1 237 | −7,13 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 4 145 | 5,34 | 982 | 12,61 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 45 882 | 5,03 | 10 873 | 12,25 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2 412 | 5,51 | 572 | 12,85 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 992 | 9,86 | 235 | 17,50 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 6 454 | 6,93 | 1 529 | 14,28 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 71 372 | 6,05 | 16 914 | 13,33 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 241 | 57 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14 730 | 3,04 | 3 491 | 1,60 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 172 715 | 127,36 | 40 930 | 142,98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 535 | 19,17 | 2 023 | 27,33 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 742 | 16,48 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 43 197 | 3,27 | 10 237 | 10,36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 657 402 | 11,94 | 155 791 | 19,63 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 33 817 | 1,27 | 8 014 | 8,23 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 5 774 | 0,31 | 1 368 | 7,21 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 987 | 0,10 | 234 | 6,88 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 995 | 97,92 | 473 | 111,66 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 575 | 136 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3 530 | 2,20 | 837 | 12,21 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 60 165 | 7,14 | 14 305 | 14,87 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 612 034 | 8,16 | 145 040 | 15,59 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 30 915 | 29,35 | 7 326 | 38,25 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 16 048 | 3,37 | 3 803 | 10,49 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 6 245 | 5,81 | 1 480 | 13,07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 316 725 | 4,54 | 75 057 | 11,73 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 1 904 | 20,20 | 451 | 28,49 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 48 324 | 1,72 | 11 452 | 8,71 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 34 862 | 7,51 | 8 262 | 14,90 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1 397 | 10,17 | 331 | 17,79 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4 001 | 75,87 | 951 | 88,69 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7 644 | 0,57 | 1 811 | 7,48 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 5 897 | 109,48 | 1 397 | 123,88 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 30 958 | 23,66 | 6 865 | 14,11 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 17 896 | 1,11 | 4 241 | 8,05 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32 645 | 0,39 | 7 736 | 7,30 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 8 909 | 1,02 | 2 111 | 7,98 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 150 490 | 16,37 | 35 663 | 24,36 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 871 | 18,19 | 444 | 26,21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2 056 | 2,24 | 487 | 9,44 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 14 803 | 2,48 | 3 508 | 9,52 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 49 309 | 19,85 | 11 685 | 28,08 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 9 454 | 228,38 | 2 240 | 251,10 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 381 556 | 0,09 | 90 421 | 6,96 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3 957 | 34,23 | 938 | 43,49 | ||||
| 2025-07-18 | 13F | jvl associates llc | 13 531 | 59,23 | 3 207 | 70,17 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 4 432 | 17,87 | 1 050 | 26,05 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5 053 | 0,32 | 1 239 | 18,36 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 32 662 | 55,22 | 7 740 | 65,88 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 63 169 | 7,97 | 14 970 | 15,38 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 7 475 | 553,98 | 1 771 | 600,00 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 62 061 | 1,22 | 14 707 | 8,18 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 38 954 | 0,13 | 9 231 | 7,00 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 147 938 | 3,29 | 35 058 | 10,38 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 166 838 | 30,66 | 39 537 | 39,64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 283 669 | 34,88 | 67 224 | 44,15 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 850 | 201 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 43 622 | 242 244,44 | 10 338 | 344 466,67 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 1 784 | 5,19 | 423 | 12,23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5 189 | 11,28 | 1 230 | 18,97 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 4 875 | 18,18 | 1 167 | 27,26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 130 793 | 11,41 | 30 995 | 19,06 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 1 364 | 4,28 | 323 | 11,38 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3 789 | 901 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 89 917 | 3,83 | 21 309 | 10,96 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3 433 | 26,73 | 814 | 35,50 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 42 | 162,50 | 10 | 200,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 173 278 | 18,44 | 41 063 | 26,57 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 67 990 | 18,29 | 16 112 | 26,42 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 28 607 | 100,09 | 6 779 | 113,85 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 3 359 | 35,77 | 796 | 45,07 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3 717 | 36,10 | 881 | 45,45 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 151 140 | 2,09 | 37 395 | 14,82 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 3 776 | 895 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 22 390 | 1,11 | 5 306 | 8,04 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 105 880 | 1,19 | 25 091 | 8,14 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 14 329 | 7,90 | 3 396 | 15,32 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 38 | 9 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 34 410 | 14,44 | 8 154 | 22,30 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 869 | 206 | ||||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 214 | 51 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 17 538 | 23,28 | 4 156 | 31,77 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 355 | 84 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 3 641 | 206,48 | 863 | 218,08 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 29 572 | 0,20 | 7 008 | 7,08 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 574 | 19,06 | 374 | 27,30 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 11 454 | 4,35 | 2 714 | 11,55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 744 922 | 1,16 | 1 835 392 | 8,11 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 3 466 | 2,73 | 821 | 9,76 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 562 385 | 3,29 | 133 | 10,83 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 11 127 | 1,09 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 55 | 13 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 11 254 | 4,24 | 2 667 | 11,36 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 361 | 81,90 | 560 | 94,77 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 5 558 | 14,17 | 1 317 | 22,06 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 27 789 | 3,17 | 6 585 | 22,88 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 412 456 | 3,97 | 97 744 | 11,11 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 137 218 | 13,81 | 32 494 | 21,64 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 19 257 | 0,74 | 4 564 | 7,67 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 257 | 83,57 | 63 | 113,79 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 847 | 201 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 617 | 0,42 | 620 | 7,45 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 801 260 | 7,03 | 189 885 | 14,38 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 17 722 | 1,31 | 4 200 | 8,28 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 121 336 | 9,58 | 28 754 | 17,11 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 45 037 | 0,15 | 10 956 | 12,40 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6 927 | 7,45 | 1 642 | 14,84 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4 965 | 67,74 | 1 184 | 80,49 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 2 727 | 3,06 | 646 | 10,24 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 3 800 | 1 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6 768 | 37,42 | 1 604 | 46,79 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 131 647 | 1,52 | 31 198 | 8,50 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 2 440 | 1,67 | 578 | 8,65 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 1 657 | 8,02 | 393 | 15,29 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 115 879 | 18,69 | 27 746 | 25,73 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 68 523 | 13,56 | 16 293 | 21,76 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 19 323 | 116,38 | 4 579 | 131,26 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 11 429 | 0,25 | 2 708 | 7,12 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 2 323 | 1,89 | 1 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 385 547 | 0,75 | 91 | 8,33 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 14 879 | 0,14 | 3 526 | 7,01 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 94 705 | 3,23 | 22 443 | 10,32 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 9 114 | 6,26 | 2 160 | 13,57 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 45 621 | 3,28 | 10 811 | 10,37 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 7 043 | 2 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 74 214 | 2,80 | 17 645 | 10,21 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 9 797 | 13,75 | 2 322 | 21,58 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 1 594 | 378 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 244 160 | 52,43 | 58 | 62,86 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 9 717 | 38,99 | 2 303 | 48,52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 63 445 | 2,79 | 15 035 | 13,14 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 36 501 | 1,78 | 8 650 | 8,78 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 1 154 | 279 | ||||||
| 2025-08-08 | 13F | WP Advisors, LLC | 137 894 | 460,68 | 32 678 | 499,27 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 137 592 | 23,86 | 32 607 | 32,37 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 37 321 | 3,35 | 8 844 | 10,45 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 28 949 | 11,17 | 6 419 | 10 253,23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 28 208 | 6,10 | 6 685 | 13,38 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 4 747 | 0,17 | 1 142 | 8,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 709 529 | 8,88 | 405 125 | 16,36 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 198 900 | 87,11 | 47 135 | 99,96 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 1 288 | 305 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 25 456 | 82,70 | 6 033 | 95,27 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 57 006 | 5,13 | 13 509 | 112 475,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 102 324 | 1,77 | 24 249 | 8,76 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 56 444 | 14,86 | 13 376 | 22,75 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 6 881 | 1 631 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 213 641 | 2,98 | 524 589 | 10,05 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 1 509 | 1,41 | 358 | 8,51 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 16 134 | 11,75 | 3 823 | 19,43 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 146 144 | 1,42 | 34 633 | 8,39 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6 040 | 69,28 | 1 431 | 80,91 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 1 330 | 34,34 | 315 | 43,84 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2 249 | 18,43 | 533 | 26,37 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1 317 738 | 277 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 56 620 | 2,70 | 13 792 | 21,55 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 18 015 | 7,32 | 4 269 | 14,70 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 74 160 | 11,46 | 17 575 | 19,12 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 35 242 | 0,36 | 8 352 | 7,26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 24 300 | 95,97 | 5 759 | 109,46 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 2 700 | 3,85 | 640 | 10,94 | |||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 83 713 | 0,45 | 19 838 | 7,35 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 974 | 0,31 | 231 | 6,98 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 39 058 | 2,15 | 9 256 | 9,18 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 9 025 | 0,23 | 2 139 | 7,11 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 1 081 327 | 2,35 | 256 254 | 9,37 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 37 437 | 8 872 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 40 053 | 3,40 | 9 492 | 10,50 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 1 064 | 252 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 972 | 0,21 | 230 | 6,98 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 12 313 | 8,51 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 99 068 | 38,00 | 23 477 | 47,49 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 4 699 | 40,86 | 1 042 | 29,96 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 5 502 | 141,32 | 1 304 | 158,02 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 16 027 | 3 851 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 8 841 | 1,13 | 2 100 | 8,31 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 2 385 | 0,59 | 565 | 7,62 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 24 469 | 1,32 | 5 799 | 8,27 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 361 | 5,12 | 560 | 12,25 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 51 440 | 12,38 | 12 190 | 20,11 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 1 786 | 1,42 | 423 | 8,46 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 2 051 | 5,13 | 486 | 12,50 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 5 386 | 28,57 | 1 277 | 37,35 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 17 557 | 4 161 | ||||||
| 2025-07-17 | 13F | David Kennon Inc | 48 529 | 0,01 | 11 500 | 6,88 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 41 513 | 7,73 | 9 838 | 15,12 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 4 015 | 105,69 | 951 | 120,14 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 18 847 | 7,21 | 4 466 | 14,57 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1 643 | 12,61 | 395 | 22,29 | ||||
| 2025-07-23 | 13F | Cohen Investment Advisors LLC | 4 125 | 4,88 | 978 | 12,04 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 11 917 | 23,86 | 2 824 | 32,40 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 12 069 | 3,65 | 2 676 | 5,44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 446 | 6,49 | 817 | 13,81 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12 109 | 7,30 | 2 870 | 14,67 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 21 473 | 7,30 | 5 089 | 14,67 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 19 675 | 0,49 | 4 663 | 7,39 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 8 158 | 1,59 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 3 599 | 0,03 | 853 | 6,90 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 512 | 121 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 64 182 | 18,00 | 15 210 | 26,11 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 65 464 | 14,14 | 15 515 | 21,99 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 4 013 | 0,88 | 951 | 7,82 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 2 641 | 9,95 | 626 | 17,48 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 2 937 | 4,52 | 696 | 11,72 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 4 179 | 55,58 | 990 | 66,39 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 1 568 | 372 | ||||||
| 2025-08-14 | 13F | BancorpSouth Bank | 79 841 | 3,86 | 18 921 | 10,99 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 31 551 | 1,51 | 7 555 | 9,24 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 53 389 | 2,54 | 12 652 | 17,38 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 42 | 162,50 | 10 | 200,00 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 1 523 | 14,77 | 361 | 22,45 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 10 259 | 5,58 | 2 431 | 12,86 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7 278 | 6,43 | 1 725 | 13,72 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 973 | 231 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 1 958 | 16,76 | 467 | 25,27 | ||||
| 2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF | 4 449 | 95,13 | 1 015 | 87,62 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 1 452 | 344 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15 475 | 63,43 | 3 667 | 74,70 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 4 299 | 11,75 | 928 | 0,32 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 90 | 13,92 | 21 | 23,53 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 49 186 | 3,14 | 11 656 | 10,23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 54 975 | 97,33 | 13 028 | 110,86 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 4 606 | 2,72 | 1 092 | 9,76 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 69 530 | 147,88 | 16 477 | 164,90 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 1 057 | 12,81 | 250 | 20,77 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 12 089 | 17,47 | 2 865 | 25,50 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 68 745 | 111,10 | 16 291 | 125,61 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 441 | 105 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6 175 | 25,30 | 1 463 | 33,97 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 25 203 | 3,12 | 5 973 | 10,20 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 219 271 | 3,40 | 51 962 | 10,50 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 1 230 | 291 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 9 415 | 5,76 | 2 035 | −8,42 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 1 571 | 6,51 | 372 | 13,76 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 1 966 | 4,02 | 467 | 11,22 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3 091 | 0,65 | 732 | 7,65 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 13 950 | 21,75 | 3 306 | 30,12 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 8 271 | 1,71 | 1 960 | 8,71 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 112 194 | 1,85 | 27 608 | 13,03 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 44 191 | 1,41 | 10 472 | 8,37 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 12 162 | 2 882 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 32 | 8 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 1 342 | 0,45 | 318 | 7,43 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 990 | 235 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 10 069 | 5,69 | 2 386 | 12,97 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 21 165 | 5,98 | 5 016 | 13,26 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 911 | 11,84 | 1 164 | 19,53 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 677 | 8,16 | 1 819 | 15,57 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 848 | 201 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 108 | 44,00 | 26 | 56,25 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 218 533 | 26,31 | 52 | 15,91 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 27 775 | 110,82 | 6 582 | 125,33 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 13 706 | 14,96 | 3 248 | 22,85 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 478 | 43,40 | 593 | 54,43 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 9 203 | 8,40 | 2 181 | 15,83 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 10 650 | 2 559 | ||||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 5 435 | 149,89 | 1 288 | 167,01 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 2 342 | 4,98 | 555 | 13,27 | ||||
| 2025-08-05 | 13F | Connable Office Inc | 18 085 | 3,95 | 4 286 | 11,07 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 9 286 | 7,91 | 2 201 | 15,30 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 250 | 59 | ||||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 9 503 | 123,34 | 2 252 | 138,81 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 5 155 | 1,72 | 1 222 | 8,73 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2 356 | 0,68 | 558 | 7,72 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 5 769 | 3,17 | 1 367 | 10,24 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 1 032 | 3,93 | 245 | 10,91 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 90 553 | 13,00 | 22 058 | 24,12 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 2 213 | 524 | ||||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2 949 | 1,97 | 699 | 8,89 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 13 559 | 22 881,36 | 3 213 | 24 615,38 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 81 068 | 6,55 | 17 676 | 1,63 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 996 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 22 289 | 2,61 | 5 282 | 9,66 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 71 186 | 3,66 | 16 870 | 10,78 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 1 412 | 25,85 | 335 | 34,68 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 151 953 | 36,79 | 272 990 | 46,18 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 5 000 | 496,66 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 1 963 | 0,15 | 477 | 20,45 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3 619 | 3,55 | 858 | 10,58 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 6 028 | 2,05 | 1 428 | 9,01 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 105 180 | 13,68 | 24 925 | 21,48 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 1 640 | 1,42 | 389 | 8,38 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 1 875 | 20,19 | 444 | 28,70 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 12 502 | 21,91 | 3 010 | 36,65 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 135 343 | 16,73 | 32 074 | 24,75 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 2 555 | 0,12 | 605 | 7,08 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 11 248 | 1,05 | 2 666 | 7,98 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 8 738 | 297,36 | 2 092 | 329,57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 114 381 | 1,84 | 264 090 | 8,83 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 12 198 | 143,81 | 2 891 | 160,60 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 24 125 | 10,87 | 5 717 | 18,49 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 2 121 | 503 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 5 124 | 8,38 | 1 214 | 15,84 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 17 334 | 0,71 | 4 109 | 7,62 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3 871 | 14,16 | 917 | 22,10 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 274 | 52,21 | 302 | 63,24 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 107 189 | 25 402 | ||||||
| 2025-07-14 | 13F | Chris Bulman Inc | 18 512 | 9,88 | 4 387 | 17,46 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 280 | 27,27 | 66 | 40,43 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 208 064 | 20,57 | 49 307 | 28,85 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 72 464 | 5,70 | 17 184 | 13,04 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 26 069 | 9,63 | 6 178 | 17,16 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 124 484 | 8,32 | 29 500 | 15,76 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 5 454 | 1,04 | 1 292 | 7,94 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 4 678 | 51,98 | 1 109 | 62,46 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 9 411 | 91,63 | 2 230 | 104,78 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 754 | 142,64 | 652 | 159,76 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6 926 | 16,36 | 1 642 | 24,41 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 43 | 10 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56 566 | 6,41 | 13 405 | 13,72 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 1 089 | 258 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 9 974 | 3,83 | 2 364 | 10,94 | ||||
| 2025-08-14 | 13F | Bank of Marin | 4 300 | 1 019 | ||||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 1 574 | 44,01 | 373 | 53,72 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 25 465 | 9,98 | 6 035 | 17,53 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 1 260 | 0,08 | 0 | |||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 27 388 | 2,48 | 6 490 | 9,52 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 1 466 | 11,31 | 347 | 18,84 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 3 273 | 0,93 | 778 | 8,21 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 1 142 | 9,91 | 271 | 17,39 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 2 151 | 20,03 | 510 | 28,21 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 3 216 | 0,63 | 762 | 7,63 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 126 | 193,24 | 504 | 214,38 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 3 424 | 4,33 | 811 | 11,55 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 822 057 | 7,10 | 668 771 | 14,46 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 1 770 | 1 652,48 | 419 | 1 804,55 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 230 | 5,99 | 55 | 12,50 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 90 | 2,27 | 21 | 10,53 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 6 420 | 80,59 | 1 521 | 101,46 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 2 | 100,00 | 0 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 431 | 96 | ||||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 332 896 | 78 890 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 13 615 | 1,02 | 3 227 | 7,97 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1 592 | 29,85 | 377 | 39,11 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 86 537 | 69,73 | 20 507 | 81,40 | ||||
| 2025-07-29 | 13F | Creekside Partners | 28 190 | 4,16 | 6 680 | 11,31 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 2 618 | 8,54 | 620 | 16,10 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 77 997 | 14,35 | 18 545 | 22,61 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 10 336 | 2,02 | 2 449 | 9,04 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 4 506 | 90,53 | 1 068 | 103,63 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 113 611 | 1,96 | 27 | 8,33 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 8 507 | 11,14 | 2 016 | 18,74 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 569 | 2,64 | 1 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 7 592 | 21,34 | 1 799 | 29,70 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 977 | 290,80 | 235 | 325,45 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2 017 399 | 4,86 | 478 083 | 12,06 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 5 357 | 30,18 | 1 270 | 39,14 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 858 315 | 203 403 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 17 820 | 1,76 | 4 223 | 8,73 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 5 229 | 1,32 | 1 239 | 8,30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10 668 | 3,75 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 55 109 | 7,98 | 13 060 | 15,39 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 31 044 | 7 357 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 1 467 855 | 0,89 | 347 852 | 7,82 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 3 534 | 4,56 | 837 | 11,75 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 11 560 | 3,07 | 2 739 | 10,13 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 7 931 | 45,28 | 1 880 | 55,29 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 40 285 | 24,34 | 9 579 | 33,31 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 1 905 | 2,25 | 451 | 9,20 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 4 996 | 0,30 | 1 184 | 7,16 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 19 802 | 0,86 | 4 693 | 7,79 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 926 | 219 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 883 | 94,07 | 209 | 117,71 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 117 257 | 16,66 | 27 787 | 24,68 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 24 472 | 24,17 | 5 799 | 32,70 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 475 | 4,63 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 26 119 | 24,26 | 6 190 | 32,78 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 1 702 | 403 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 1 091 | 258 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 7 686 | 103,49 | 1 840 | 119,83 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 44 044 | 3,78 | 10 464 | 21,45 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 1 568 | 24,44 | 372 | 32,97 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 781 | 4,34 | 395 | −3,90 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 3 637 | 0,92 | 862 | 7,76 | ||||
| 2025-08-29 | NP | Clayton Street Trust - Protective Life Dynamic Allocation Series - Growth Portfolio | 23 998 | 20,68 | 5 687 | 19,02 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 6 725 | 26,13 | 1 599 | 35,19 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 299 | 0,34 | 71 | 6,06 | ||||
| 2025-08-29 | NP | Clayton Street Trust - Protective Life Dynamic Allocation Series - Moderate Portfolio | 294 728 | 33,99 | 69 845 | 32,15 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 12 509 | 2 964 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9 013 | 17,31 | 2 136 | 25,37 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 99 688 | 55,30 | 23 702 | 66,51 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 913 | 216 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13 559 | 9,28 | 3 213 | 16,79 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 2 840 | 52,36 | 673 | 62,95 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 4 043 | 9,42 | 958 | 16,97 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 5 938 | 0,73 | 1 407 | 7,73 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 17 814 | 383,16 | 4 222 | 416,65 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 32 131 | 48,98 | 7 614 | 59,22 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 907 | 215 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 44 063 | 1,74 | 10 442 | 8,74 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 43 910 | 2,84 | 10 406 | 9,90 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 3 687 | 1,18 | 874 | 8,99 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 524 | 16,03 | 1 309 | 24,08 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 95 629 | 2,98 | 22 662 | 10,06 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 101 556 | 26,47 | 23 971 | 34,96 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 1 131 | 6,00 | 269 | 13,56 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 26 487 | 11,12 | 6 277 | 18,75 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3 670 | 1,49 | 870 | 8,49 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 6 698 | 1,58 | 1 587 | 8,55 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 6 336 | 1,72 | 1 502 | 8,69 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 31 993 | 23 598,52 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 5 309 | 4,26 | 1 258 | 11,43 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 4 789 | 10,98 | 1 135 | 18,62 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 4 055 | 9,36 | 961 | 16,79 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 78 906 | 3,86 | 18 699 | 10,99 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 3 418 | 42,89 | 810 | 52,83 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 32 | 8 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 2 322 | 1,22 | 550 | 8,27 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 1 467 | 348 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 448 | 10,34 | 106 | 17,78 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 709 | 556,48 | 169 | 630,43 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 49 011 | 7,67 | 11 615 | 15,07 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 382 721 | 10 388,38 | 879 | 8,53 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 109 776 | 21,06 | 26 015 | 29,37 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 111 320 | 4,69 | 26 381 | 11,88 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 884 | 210 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12 827 | 5,63 | 3 040 | 12,89 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 586 082 | 41,20 | 119 464 | 29,79 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 6 781 | 6,52 | 1 660 | 17,65 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 388 456 | 5,73 | 566 017 | 12,99 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 176 056 | 4,34 | 1 226 580 | 11,50 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 850 | 201 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 1 810 | 0,17 | 429 | −1,15 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 048 | 7,06 | 487 | 14,62 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 862 | 204 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 551 461 | 26,88 | 604 645 | 35,59 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 21 175 | 0,71 | 5 018 | 7,64 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 912 | 0,55 | 216 | 7,46 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 849 | 201 | ||||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 497 | 1,84 | 118 | 8,33 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 18 361 | 37,08 | 4 351 | 46,50 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3 742 | 14,02 | 887 | 21,87 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 10 794 | 12,91 | 2 558 | 20,67 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 1 644 | 1,48 | 390 | 8,36 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 1 251 | 1,05 | 296 | 8,03 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 292 062 | 4,06 | 69 213 | 11,21 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 1 250 | 3,99 | 296 | 11,28 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 12 897 | 239,84 | 3 066 | 264,57 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 16 808 | 1,47 | 4 | 0,00 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 41 071 | 23,09 | 9 733 | 31,56 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 88 416 | 1,63 | 20 953 | 8,02 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 50 278 | 4,76 | 11 915 | 11,95 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 39 646 | 4,81 | 9 395 | 12,02 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 9 409 | 6,59 | 2 230 | 13,90 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7 440 | 2,73 | 1 763 | 9,84 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 11 784 | 37,33 | 2 792 | 46,79 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 38 605 | 3,17 | 9 149 | 10,26 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 2 058 | 0,34 | 488 | 7,25 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 348 766 | 5,51 | 82 651 | 12,76 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 23 812 | 14,38 | 5 643 | 22,23 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 1 110 | 2,40 | 263 | 9,58 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1 166 | 276 | ||||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 3 660 | 4,96 | 867 | 12,74 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 8 921 | 8,51 | 2 114 | 15,96 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 1 794 | 5,34 | 425 | 12,73 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5 294 | 1,44 | 1 254 | 8,38 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 5 036 | 17,58 | 1 193 | 25,71 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 2 644 | 61,71 | 627 | 72,93 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 4 408 | 8,20 | 1 045 | 15,61 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 968 | 7,08 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 69 122 | 16,94 | 16 381 | 24,98 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 22 654 | 1,74 | 5 368 | 8,73 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 22 022 | 1,28 | 5 219 | 8,23 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 1 003 | 238 | ||||||
| 2025-07-21 | 13F | Whelan Financial | 131 074 | 0,23 | 31 062 | 7,12 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 81 | 19 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 378 | 17,00 | 1 748 | 25,04 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 22 316 | 5,67 | 4 949 | −2,48 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 24 260 | 6,11 | 5 749 | 13,39 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 2 020 | 480 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 16 903 | 3,88 | 4 006 | 11,00 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 440 412 | 57,77 | 66 954 | 8,16 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 130 593 | 13,26 | 30 948 | 21,04 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 16 404 | 0,21 | 3 887 | 7,11 | ||||
| 2025-08-29 | NP | N/A - Protective Life Dynamic Allocation Series - Conservative Portfolio | 13 103 | 33,77 | 3 105 | 31,96 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 147 823 | 0,75 | 35 031 | 7,67 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 137 666 | 2,09 | 32 624 | 9,10 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 924 | 0,87 | 219 | 7,88 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 8 365 | 2,15 | 1 982 | 9,20 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 15 672 | 1,72 | 3 550 | −3,80 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 2 860 | 678 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 15 157 | 12,03 | 3 592 | 19,73 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 1 343 | 325 | ||||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 44 547 | 5,85 | 10 557 | 13,12 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 14 081 | 2,65 | 3 337 | 9,70 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 10 677 | 0,64 | 2 530 | 7,57 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 19 720 | 87,68 | 4 673 | 100,64 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 12 292 | 32,94 | 2 913 | 42,10 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 816 | 36,45 | 181 | 25,87 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 1 753 | 3,24 | 415 | 10,37 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 37 474 | 32,05 | 8 881 | 41,13 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1 751 | 3,73 | 415 | 10,70 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 44 605 | 26,95 | 10 570 | 35,67 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 13 687 | 3 244 | ||||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 4 630 | 22,29 | 1 128 | 34,45 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 2 375 | 563 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8 181 | 21,06 | 1 939 | 29,37 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 9 079 | 3,35 | 2 152 | 10,42 | ||||
| 2025-09-03 | 13F | American Trust | 190 635 | 51,85 | 45 177 | 62,28 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 3 741 | 4,24 | 887 | 11,45 | ||||
| 2025-07-31 | 13F | CNB Bank | 22 | 5 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 57 | 14 | ||||||
| 2025-07-16 | 13F | Novem Group | 1 826 | 0,83 | 433 | 7,73 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 7 448 | 0,49 | 1 652 | −7,25 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 39 296 | 6,67 | 9 330 | 14,21 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 2 677 | 2,14 | 634 | 9,12 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 122 | 29 | ||||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 48 351 | 2,43 | 11 837 | 16,47 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 21 446 | 1,15 | 5 082 | 8,10 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3 936 | 3,14 | 933 | 10,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 739 391 | 16,52 | 174 567 | 23,95 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 1 407 | 3,23 | 333 | 10,26 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 1 615 | 49,95 | 383 | 60,50 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2 506 | 153,13 | 594 | 170,78 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 1 546 | 3,62 | 367 | 10,91 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1 031 | 7,40 | 244 | 15,09 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 4 051 | 5,77 | 1 | |||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 38 918 | 0,05 | 9 223 | 6,92 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 23 923 | 36,78 | 5 669 | 46,18 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 29 445 | 3,52 | 6 978 | 10,62 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 2 688 | 16,41 | 638 | 24,41 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 53 | 32,50 | 12 | 22,22 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 1 365 | 20,69 | 324 | 28,69 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 7 942 | 1 882 | ||||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 19 933 | 1,12 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 24 918 | 0,32 | 5 905 | 7,23 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 118 874 | 2,96 | 28 169 | 10,04 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 893 | 212 | ||||||
| 2025-07-25 | 13F | Libra Wealth Llc | 3 844 | 4,17 | 911 | 11,25 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 11 891 | 0,52 | 2 818 | 7,40 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 4 664 | 113,65 | 1 105 | 128,31 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5 002 | 3,99 | 1 185 | 11,16 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 69 560 | 4,45 | 15 425 | −3,61 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 5 414 | 63,52 | 1 283 | 74,80 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 3 094 | 4,03 | 733 | 11,23 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 258 797 | 2,78 | 61 | 10,91 | ||||
| 2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 54 460 | 2,06 | 12 906 | 9,06 | ||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 21 823 | 19,30 | 5 172 | 27,49 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 66 690 | 626,79 | 15 804 | 676,99 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 97 908 | 6,82 | 23 202 | 14,15 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 2 331 | 20,22 | 552 | 28,67 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 2 104 | 1,15 | 499 | 8,03 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 55 | 13 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 2 930 | 0,27 | 708 | 9,27 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 40 992 | 7,50 | 9 714 | 14,89 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 41 444 | 4,61 | 9 821 | 4,35 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 74 960 | 3,21 | 17 764 | 10,29 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2 725 | 7,92 | 646 | 15,38 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 12 275 | 114,04 | 2 909 | 128,80 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 2 013 | 477 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 77 285 | 2,49 | 18 315 | 9,52 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 850 | 201 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 3 944 | 33,65 | 935 | 42,81 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 6 971 | 32,15 | 1 652 | 41,23 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 48 085 | 3,84 | 11 425 | 11,27 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4 389 | 13,88 | 1 040 | 21,78 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 17 | 142,86 | 4 | 300,00 | ||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 3 340 | 0,60 | 792 | 7,47 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 2 456 | 19,69 | 582 | 28,19 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 21 748 | 1 042,83 | 5 154 | 1 123,99 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 34 151 | 22,29 | 8 425 | 40,46 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 17 685 | 7 866,22 | 4 | 33,33 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 311 926 | 11,22 | 73 920 | 18,86 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 120 733 | 56,74 | 28 611 | 67,51 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 22 256 | 119,14 | 5 274 | 134,19 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 6 416 | 2,67 | 1 521 | 9,75 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 8 820 | 598,34 | 1 856 | 562,50 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 18 647 | 45,38 | 4 419 | 55,38 | ||||
| 2025-07-15 | 13F | Maseco Llp | 3 294 | 781 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 21 905 | 5 191 | ||||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 79 327 | 4,48 | 19 179 | 13,91 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 4 158 | 102,34 | 985 | 116,48 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 867 | 206 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 90 668 | 30,53 | 21 487 | 39,50 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 218 | 15,34 | 0 | |||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 11 072 | 7,96 | 2 633 | 15,74 | ||||
| 2025-08-07 | 13F | Commerce Bank | 22 338 | 1,33 | 5 294 | 8,29 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 1 743 | 0,11 | 413 | 6,99 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 27 213 | 6,59 | 6 449 | 13,92 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 65 | 18,18 | 15 | 25,00 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 19 644 | 46,90 | 4 655 | 57,00 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 13 219 | 93,63 | 3 133 | 107,01 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 22 218 | 7,41 | 5 265 | 14,81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 098 496 | 0,87 | 971 262 | 7,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 213 314 | 19,92 | 50 551 | 28,15 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 21 788 | 3,19 | 5 163 | 10,27 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 21 341 | 2,51 | 5 058 | 9,58 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 473 | 3,73 | 112 | 10,89 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 080 | 7,88 | 493 | 15,46 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 490 | 106 | ||||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 886 | 210 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 13 019 | 0,46 | 2 887 | −7,88 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 44 528 | 11 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 115 757 | 2,93 | 27 432 | 10,00 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 169 746 | 2,47 | 40 229 | 9,51 | ||||
| 2025-07-09 | 13F | Hummer Financial Advisory Services Inc | 11 737 | 4,45 | 2 791 | 12,00 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 41 724 | 0,47 | 9 888 | 7,36 | ||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 6 175 | 0,88 | 1 463 | 7,81 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 2 445 | 9,01 | 582 | 16,90 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9 823 | 33,48 | 2 328 | 42,67 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 22 427 | 5,12 | 5 315 | 12,35 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 34 003 | 2,97 | 8 058 | 1,56 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 63 460 | 17,72 | 15 039 | 25,81 |
