Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF inkluderer Maseco Llp, Retirement Systems of Alabama, Gleason Group, Inc., CacheTech Inc., Adams Wealth Management, Aurdan Capital Management, LLC, Sun Life Financial Inc, Divergent Planning, LLC, Quest Partners LLC, DORVAL Corp, RMB Capital Management, LLC, GKV Capital Management Co., Inc., D.B. Root & Company, LLC, Forefront Analytics, LLC, Atlantic Union Bankshares Corp, Tudor Investment Corp Et Al, TINIX - AXS Tactical Income Fund Class I Shares, Christopher J. Hasenberg, Inc, Clarion Wealth Managment Partners, LLC, og Pioneer Wealth Management Group .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 3 144 | 188 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 404 847 | 8,18 | 143 834 | 8,92 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 50 091 | 15,57 | 2 996 | 16,36 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 63 558 | 2,38 | 3 801 | 3,09 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 28 920 | 9,79 | 1 730 | 10,55 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 19 446 | 7,72 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 3 902 | 1,32 | 233 | 2,19 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 169 160 | 6,62 | 10 117 | 7,35 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 4 325 | 0,58 | 259 | 1,18 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 101 482 | 150,99 | 6 070 | 152,77 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 162 334 | 9 709 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 336 558 | 20,25 | 20 130 | 21,08 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 422 | 25 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 58 511 | 6,52 | 3 500 | 7,27 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 521 | 120,29 | 569 | 122,27 | ||||
| 2025-07-09 | 13F | Emprise Bank | 470 060 | 2,70 | 28 114 | 3,41 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 94 512 | 15,74 | 5 668 | 16,87 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 576 | 65,52 | 34 | 70,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11 552 | 3,38 | 691 | 4,07 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 252 094 | 28,00 | 15 078 | 28,89 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 188 077 | 10,21 | 11 249 | 10,97 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 671 | 160 | ||||||
| 2025-08-11 | 13F | Lcnb Corp | 21 386 | 0,28 | 1 279 | 1,03 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 17 614 | 5,96 | 1 | |||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 132 866 | 1,24 | 7 947 | 1,94 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 197 329 | 7,77 | 11 802 | 8,51 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 66 | 4 | ||||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 145 998 | 28,30 | 8 756 | 31,91 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 54 133 | 0,65 | 3 238 | 1,35 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 5 835 | 3,00 | 349 | 3,57 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 220 167 | 5,68 | 13 168 | 6,42 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 5 020 | 300 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 340 837 | 2,72 | 20 385 | 3,43 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2 096 896 | 6,72 | 125 415 | 7,45 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 569 | 34 | ||||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 121 195 | 14,83 | 7 249 | 15,62 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 636 331 | 5,57 | 38 059 | 6,30 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 5 475 | 2,22 | 327 | 2,83 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 6 283 | 679,53 | 376 | 697,87 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 33 814 | 8,13 | 2 022 | 8,89 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 379 558 | 2,51 | 22 701 | 3,22 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 21 712 | 221,18 | 1 299 | 223,69 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 28 | 2 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 30 070 | 48,57 | 1 798 | 49,58 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 813 | 49 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4 253 | 0,45 | 254 | 1,20 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 85 360 | 229,33 | 5 105 | 231,71 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 3 510 | 210 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 26 134 | 30,14 | 1 563 | 31,12 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 119 157 | 3,21 | 7 127 | 3,91 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10 864 | 650 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 259 402 | 0,50 | 15 515 | 1,19 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 48 161 | 5,89 | 2 881 | 6,63 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 12 638 | 196,39 | 756 | 198,42 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 102 861 | 17,32 | 6 152 | 18,15 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4 028 | 241 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 10 192 | 610 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 23 790 | 33,24 | 1 419 | 34,12 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 7 325 | 0,98 | 438 | 1,86 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 23 993 | 53,35 | 1 435 | 54,47 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 3 757 356 | 24,15 | 224 575 | 24,93 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 24 393 | 0,44 | 1 459 | 1,11 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 8 268 | 0,98 | 495 | 1,65 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 49 438 | 2,18 | 2 957 | 2,89 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 3 346 | 200 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 61 040 | 3 884,33 | 3 651 | 3 910,99 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 58 633 | 0,53 | 3 507 | 1,21 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 95 002 | 5,01 | 5 682 | 5,73 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 22 694 | 1 357 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 386 947 | 55,14 | 23 143 | 56,22 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 136 330 | 3,02 | 8 154 | 3,73 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 396 850 | 4,56 | 23 736 | 5,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 141 031 | 214,16 | 8 435 | 216,39 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 59 056 | 8,85 | 3 532 | 9,62 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 14 723 | 31,62 | 881 | 32,53 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 435 069 | 0,46 | 26 021 | 1,15 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 970 659 | 1,80 | 58 055 | 2,51 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 115 557 | 1,37 | 6 911 | 2,07 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 57 670 | 12,37 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 1 385 699 | 1,12 | 82 879 | 1,82 | ||||
| 2025-05-27 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 25 740 | 1 529 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 58 115 | 26,16 | 3 476 | 27,01 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 1 500 | 90 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 39 290 | 13,21 | 2 347 | 13,88 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17 539 | 0,13 | 1 049 | 0,87 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 141 186 | 2,65 | 8 365 | 1,54 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 500 885 | 67,34 | 29 958 | 68,49 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 2 237 058 | 3,03 | 133 798 | 3,74 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 243 686 | 2,88 | 14 575 | 3,58 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 396 | 24 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 92 631 | 3,38 | 5 540 | 4,10 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 9 333 | 8,40 | 558 | 9,00 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 25 438 | 0,65 | 1 521 | 1,33 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 7 370 | 1,56 | 441 | 2,09 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 67 162 | 5,50 | 3 984 | 6,70 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 28 091 | 1 680 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 14 813 | 0,14 | 886 | 0,80 | ||||
| 2025-08-08 | 13F | Creative Planning | 15 055 511 | 9,40 | 900 470 | 10,15 | ||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 232 183 | 7,88 | 13 924 | 10,92 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 212 690 | 8,16 | 12 641 | 8,13 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 88 104 | 15,00 | 5 269 | 15,80 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 230 799 | 109,19 | 13 804 | 110,65 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 104 570 | 9,13 | 6 254 | 9,89 | ||||
| 2025-08-05 | 13F | Burney Co/ | 1 225 315 | 1,95 | 73 286 | 2,65 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 3 519 | 210 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 30 106 | 16,32 | 1 801 | 17,11 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 580 | 6,39 | 154 | 7,69 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 61 | 1 425,00 | 4 | −50,00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 4 320 | 258 | ||||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 67 502 | 0,27 | 4 037 | 0,98 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 42 636 | 2 550 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 26 688 | 28,40 | 1 596 | 29,34 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 53 860 | 7,16 | 3 221 | 7,91 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 102 231 | 5,19 | 6 114 | 5,93 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 432 502 | 6,19 | 25 868 | 6,91 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13 723 | 96,44 | 821 | 98,07 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 224 500 | 4,15 | 13 335 | 111 025,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 22 288 | 15,14 | 1 333 | 16,01 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 144 | 0 | ||||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 4 204 | 0,69 | 251 | 1,62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 111 997 | 0,41 | 7 | 0,00 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 40 911 | 2 447 | ||||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 11 796 | 0,02 | 706 | 0,71 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 500 547 | 7,91 | 29 938 | 8,65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 279 730 | 3,42 | 17 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 22 | 1 | ||||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 9 930 | 150,06 | 590 | 156,09 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 156 371 | 15,96 | 9 353 | 16,75 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1 642 627 | 0,82 | 98 246 | 1,52 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 179 | 16,99 | 11 | 11,11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 205 | 59,51 | 0 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 5 750 203 | 5 835,26 | 97 | −98,33 | ||||
| 2025-08-14 | 13F | Betterment LLC | 49 877 | 29,00 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 5 454 | 0,48 | 326 | 1,24 | ||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 5 000 | 299 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 27 184 | 68,09 | 1 626 | 69,27 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 675 112 | 185,66 | 40 378 | 187,63 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 33 047 | 5,47 | 1 977 | 6,18 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 1 850 | 111 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4 007 | 17,10 | 240 | 17,73 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 330 | 20 | ||||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 81 524 | 8,10 | 4 876 | 8,84 | ||||
| 2025-06-24 | NP | MBNAX - MainStay Balanced Fund Class A | 223 613 | 208,53 | 13 410 | 217,25 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 40 244 | 0,56 | 2 407 | 1,22 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 16 040 | 65,00 | 959 | 66,20 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 14 690 | 18,47 | 879 | 19,29 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 27 795 | 123,74 | 1 662 | 125,51 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 283 187 | 106,52 | 16 937 | 107,94 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 541 | 21,57 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 5 547 | 6,80 | 332 | 7,47 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 163 | 10 | ||||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3 520 | 211 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 2 974 | 41,69 | 178 | 42,74 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 4 545 | 1,04 | 272 | 1,50 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 102 638 | 0,84 | 6 117 | 0,46 | ||||
| 2025-08-06 | 13F | Harvest Portfolios Group Inc. | 107 616 | 5,84 | 6 437 | 6,57 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 166 316 | 1,59 | 9 947 | 2,29 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 444 | 39,50 | 146 | 40,38 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 146 598 | 8 768 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1 002 142 | 1,25 | 59 938 | 1,95 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 381 540 | 4,74 | 22 698 | 4,90 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 108 282 | 56,63 | 6 476 | 57,72 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 16 307 | 26,54 | 975 | 27,45 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6 501 658 | 14,02 | 388 864 | 14,81 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 25 021 | 76,02 | 1 497 | 77,25 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 315 241 | 2,13 | 18 855 | 2,84 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 110 170 | 20,94 | 6 589 | 21,77 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 2 508 721 | 2,48 | 150 047 | 3,19 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 108 704 | 15,90 | 6 502 | 16,69 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 30 915 | 97,05 | 1 849 | 98,60 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 21 449 | 15,14 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 9 | 1 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 191 | 15,06 | 11 | 22,22 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 136 979 | 12,88 | 8 193 | 13,65 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 16 201 | 33,05 | 962 | 33,24 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 087 | 10,92 | 65 | 12,07 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 9 136 | 50,04 | 546 | 51,25 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 9 258 | 9,15 | 554 | 9,94 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 164 381 | 26,43 | 9 801 | 27,32 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 8 139 | 487 | ||||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 283 598 | 0,98 | 16 846 | 3,42 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 3 564 | 213 | ||||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 151 121 | 17,80 | 9 039 | 18,61 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 9 754 | 583 | ||||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 233 514 | 1,86 | 13 966 | 2,56 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 39 140 | 26,38 | 2 341 | 27,24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7 543 279 | 83,50 | 451 113 | 84,73 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 1 469 685 | 342,94 | 87 902 | 346,02 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 5 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 13 574 | 6,62 | 804 | 6,49 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 136 913 | 9,63 | 8 189 | 10,38 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 41 373 | 0,69 | 2 475 | 1,39 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 80 024 | 13,09 | 4 786 | 13,87 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23 085 | 3,36 | 1 381 | 4,07 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 264 | 37,85 | 375 | 39,03 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 29 041 | 8,37 | 1 737 | 9,11 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 99 041 | 5,21 | 5 924 | 4,92 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 10 925 | 21,27 | 653 | 22,06 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 129 331 | 2,97 | 7 735 | 3,69 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 83 809 | 4,96 | 5 013 | 8,23 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 21 753 | 145,82 | 1 301 | 147,81 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 24 445 | 7,95 | 1 448 | 7,34 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 22 791 | 47,72 | 1 359 | 47,13 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 189 577 | 11 261 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 90 | 5 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 101 403 | 9,57 | 6 054 | 10,11 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6 135 | 367 | ||||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 134 | 1,52 | 8 | 14,29 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 556 268 | 6,03 | 33 270 | 6,76 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 92 641 | 3,76 | 5 541 | 4,47 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 28 534 | 45,10 | 1 707 | 46,06 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 47 200 | 4,88 | 2 804 | 7,39 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 751 | 13,79 | 45 | 12,82 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 237 361 | 6,61 | 14 152 | 7,36 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 34 254 | 20,32 | 2 049 | 21,11 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 702 | 0,69 | 341 | 1,49 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 98 985 | 1,42 | 5 920 | 2,12 | ||||
| 2025-08-07 | 13F | Nwam Llc | 24 295 | 20,33 | 1 442 | 20,18 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5 867 | 351 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 15 392 | 98,66 | 921 | 100,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 801 | 8,27 | 168 | 9,15 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 181 686 | 10,22 | 10 867 | 10,98 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 269 | 16 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 939 | 18,70 | 176 | 19,05 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 85 408 | 138,43 | 5 108 | 140,15 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 1 238 333 | 73 867 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 63 763 | 20,55 | 3 814 | 21,39 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3 828 | 0,47 | 229 | 0,88 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 514 | 703,12 | 31 | 900,00 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 714 765 | 42 750 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 43 050 | 8,96 | 2 575 | 9,72 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 61 202 | 15,85 | 3 660 | 16,63 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 63 600 | 0,11 | 3 773 | 1,23 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 1 157 | 5,57 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 22 346 | 26,65 | 1 337 | 27,48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 813 555 | 1,03 | 108 469 | 1,73 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 1 110 253 | 3,24 | 66 404 | 3,95 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 29 | 2 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 264 909 | 17,22 | 15 812 | 17,93 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 238 101 | 4,10 | 14 241 | 4,81 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 619 594 | 144,59 | 336 108 | 146,28 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 045 | 1 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 731 | 398 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 221 | 0 | ||||||
| 2025-08-07 | 13F | Laffer Investments | 3 646 | 218 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 60 001 | 2,20 | 3 589 | 2,90 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 105 | 6 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 175 449 | 0,34 | 10 494 | 1,04 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 50 938 | 0,87 | 3 047 | 1,57 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 575 614 | 14,61 | 34 428 | 15,40 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 21 786 | 3,28 | 1 303 | 3,99 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 36 966 | 120,43 | 2 211 | 122,33 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 54 516 | 1,17 | 3 261 | 1,88 | ||||
| 2025-08-13 | 13F | Employees Retirement System of Texas | 1 428 | 0,63 | ||||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 451 073 | 21,62 | 26 979 | 22,46 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 454 | 9,17 | 326 | 10,14 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 459 588 | 4,72 | 505 968 | 5,45 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 41 943 | 2,46 | 2 509 | 3,17 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 238 389 | 30,69 | 14 258 | 31,60 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3 678 | 220 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 771 017 | 4,00 | 46 115 | 4,72 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 12 314 | 736 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 481 515 | 0,96 | 327 849 | 1,66 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 41 361 | 1,52 | 2 474 | 2,19 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 45 683 | 22,18 | 2 732 | 23,06 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 838 | 109 | ||||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 190 985 | 4,89 | 11 423 | 5,61 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 724 | 12,50 | 342 | 13,25 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 923 716 | 1,81 | 55 247 | 2,51 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 38 118 | 5,14 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 616 110 | 21,74 | 36 850 | 22,58 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 873 | 4,05 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 25 108 | 255,49 | 1 502 | 258,23 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 555 887 | 13,82 | 33 248 | 14,60 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 129 303 | 169,98 | 7 734 | 171,91 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 162 334 | 5,30 | 9 709 | 6,03 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 738 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 5 216 | 0,50 | 312 | 0,97 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 142 898 | 97,24 | 8 547 | 98,61 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 7 095 | 93,59 | 424 | 95,39 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 501 713 | 13,84 | 149 627 | 14,62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 322 | −8,83 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 12 512 | 1,03 | 748 | 1,77 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 185 327 | 57,43 | 11 | 83,33 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 373 584 | 39,49 | 22 344 | 40,46 | ||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 15 | 1 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 22 347 | 49,82 | 1 337 | 50,79 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 1 517 236 | 38,00 | 90 746 | 38,95 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 27 031 | 54,46 | 1 617 | 55,53 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 1 549 | 93 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 28 607 | 20,71 | 1 711 | 21,54 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1 347 593 | 140,80 | 80 600 | 142,46 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 49 473 | 2 959 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 227 091 | 31,70 | 13 582 | 32,61 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 8 863 | 530 | ||||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 5 738 | 343 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5 083 | 3,76 | 304 | 4,47 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 100 323 | 7,28 | 6 000 | 8,03 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 13 185 | 227,09 | 789 | 210,24 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 13 432 | 803 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 85 675 | 10,35 | 5 124 | 11,13 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 6 258 | 82,02 | 374 | 83,33 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 316 | 52,71 | 378 | 53,88 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 55 631 | 33,18 | 3 327 | 34,10 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 49 820 | 24,47 | 2 962 | 24,31 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 4 824 | 26,15 | 289 | 26,87 | ||||
| 2025-08-27 | NP | HCASX - The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares | 529 092 | 13,75 | 31 645 | 14,54 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 140 942 | 2,16 | 8 430 | 2,87 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 53 455 | 3,33 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 53 075 | 23,64 | 3 174 | 24,52 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 106 982 | 3,44 | 6 399 | 4,15 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 4 236 | 251 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 45 400 | 63,06 | 2 715 | 64,25 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 47 844 | 43,98 | 2 862 | 45,01 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3 256 | 0,03 | 195 | 0,52 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 5 461 | 58,98 | 327 | 59,80 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 662 | 707,32 | 40 | 875,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 391 952 | 1,78 | 23 443 | 2,48 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 8 324 | 29,68 | 498 | 30,45 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6 729 | 97,62 | 400 | 102,54 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 195 933 | 2,60 | 11 719 | 3,30 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 170 940 | 12,03 | 10 224 | 12,80 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 33 833 | 3,10 | 2 010 | 5,57 | ||||
| 2025-07-21 | 13F | 25 Llc | 303 974 | 14,00 | 18 181 | 14,78 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 23 161 | 61,05 | 1 385 | 62,18 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 390 381 | 32,93 | 23 349 | 37,08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 799 384 | 9,66 | 47 811 | 10,41 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 4 510 | 12,47 | 270 | 13,03 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 845 | 81,59 | 110 | 83,33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 763 | 225 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 19 075 152 | 4,55 | 1 140 885 | 5,27 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 79 890 | 57,39 | 4 778 | 58,47 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 6 902 | 0,48 | 413 | 0,98 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5 214 | 312 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 8 237 | 493 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 251 | 15 | ||||||
| 2025-08-04 | 13F | Human Investing LLC | 49 646 | 2,50 | 2 968 | 3,16 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 58 957 | 19,25 | 3 526 | 20,10 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 17 509 | 1 047 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 942 520 | 3,88 | 56 | 5,66 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 4 287 | 256 | ||||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 50 275 | 14,49 | 3 007 | 15,26 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 850 071 | 23,73 | 50 843 | 24,59 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 4 050 | 242 | ||||||
| 2025-08-12 | 13F | Team Hewins, LLC | 17 290 | 24,84 | 1 034 | 25,79 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 853 | 18,53 | 350 | 19,45 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 187 161 | 1,15 | 11 194 | 1,85 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16 736 | 63,61 | 1 | |||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 43 356 | 4,94 | 2 593 | 5,66 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 144 500 | 8 643 | ||||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 62 778 | 51,64 | 3 751 | 53,69 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4 360 | 12,55 | 261 | 16,07 | ||||
| 2025-07-14 | 13F | Friday Financial | 164 018 | 10,33 | 9 810 | 11,33 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 586 212 | 0,78 | 154 681 | 1,47 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 74 009 | 2,49 | 4 407 | 2,75 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 3 081 | 0 | ||||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 266 712 | 2,45 | 15 952 | 3,16 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 5 817 | 0,99 | 348 | 1,46 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 39 360 | 26,98 | 2 354 | 27,87 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 633 | 46,06 | 98 | 46,97 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1 119 200 | 3,34 | 66 581 | 3,62 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 179 614 | 10 743 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 795 179 | 7,70 | 226 990 | 8,44 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 726 377 | 837,30 | 43 445 | 843,82 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3 353 | 592,77 | 201 | 614,29 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 10 585 | 15,14 | 633 | 15,93 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 496 647 | 3,41 | 29 704 | 4,13 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 44 750 | 18,32 | 2 676 | 19,15 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 8 355 | 5,21 | 496 | 7,83 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 604 184 | 259,80 | 36 136 | 262,30 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 101 | 4 950,00 | 6 | |||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 17 341 | 6,11 | 1 037 | 6,91 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 14 481 | 0,98 | 866 | 1,76 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 486 036 | 0,45 | 29 070 | 1,14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 20 039 | 1,61 | 1 199 | 2,31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 365 248 | 5,84 | 22 | 5,00 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 105 990 | 61,51 | 6 339 | 62,62 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 10 719 | 1,30 | 641 | 2,07 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 67 560 | 4 041 | ||||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 596 112 | 5,43 | 35 749 | 9,01 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 14 201 | 71,43 | 849 | 72,56 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9 006 | 10,27 | 539 | 10,93 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 235 702 | 6,10 | 14 097 | 6,84 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 262 143 | 0,15 | 15 679 | 0,84 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 30 930 | 29,65 | 2 | 0,00 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 66 623 | 6,69 | 3 957 | 9,28 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 113 168 | 58,29 | 6 582 | 53,47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15 393 | 914 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 157 735 | 9,32 | 9 434 | 10,08 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 28 536 | 30,94 | 1 707 | 31,84 | ||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 65 624 | 3 898 | ||||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 67 129 | 273,31 | 4 015 | 275,84 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 329 758 | 19 723 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 46 110 946 | 1,10 | 2 757 896 | 1,80 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 065 | 67,34 | 124 | 68,49 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 25 325 | 0,44 | 1 515 | 1,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 775 | 17,78 | 106 | 19,10 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 171 737 | 27,26 | 10 272 | 28,15 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 17 204 | 13,73 | 1 029 | 14,48 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 352 | 21 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 619 131 | 6,34 | 37 030 | 7,08 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 430 | 10,82 | 26 | 25,00 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 767 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 470 715 | 6,78 | 28 154 | 7,52 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 18 035 | 89,60 | 1 079 | 95,64 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 4 604 | 33,22 | 275 | 34,15 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 42 297 | 22,63 | 2 530 | 23,49 | ||||
| 2025-08-13 | 13F | Sun Life Financial Inc | 175 700 | 11 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 430 | 325 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15 432 | 47,21 | 923 | 48,23 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 38 313 | 2 292 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 71 174 | 33,24 | 4 257 | 34,13 | ||||
| 2025-07-31 | 13F | Quest Partners LLC | 98 111 | 5 868 | ||||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 3 507 | 210 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 635 | 98 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 303 951 | 22,16 | 18 179 | 23,01 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 405 381 | 29,57 | 24 | 33,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 10 700 | 30,49 | 640 | 31,21 | |||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7 651 | 39,21 | 458 | 40,18 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 7 644 | 0,65 | 457 | 1,33 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 299 105 | 21,29 | 17 889 | 22,13 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 825 863 | 51,40 | 228 825 | 52,44 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 32 031 | 18,76 | 1 916 | 22,44 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10 957 | 8,59 | 655 | 9,35 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 151 253 | 33,38 | 9 046 | 34,31 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10 924 | 653 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 59 485 | 4,05 | 3 558 | 4,77 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 57 021 | 4,38 | 3 410 | 5,12 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 6 | 0 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 9 833 | 0,78 | 588 | 1,55 | ||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 275 438 | 8,67 | 16 474 | 9,42 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 919 122 | 4,05 | 54 973 | 4,77 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 79 228 | 11,36 | 4 739 | 12,12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 343 649 | 2,98 | 80 364 | 3,69 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 111 533 | 2,39 | 6 671 | 3,09 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 2 233 102 | 1,78 | 133 562 | 2,48 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 59 958 | 0,16 | 3 586 | 0,84 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 3 541 | 212 | ||||||
| 2025-07-25 | 13F | Natural Investments, Llc | 7 321 | 8,07 | 0 | |||||
| 2025-08-11 | 13F | Alps Advisors Inc | 135 852 | 35,29 | 8 125 | 36,23 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 5 434 | 325 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 4 257 | 255 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 11 341 | 678 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 433 214 | 12,44 | 25 911 | 13,21 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 1 521 284 | 2,29 | 90 987 | 2,99 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12 951 | 1,49 | 768 | 1,19 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 32 358 | 57,60 | 1 935 | 58,74 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 51 388 | 15,12 | 3 074 | 15,92 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 888 571 | 3,83 | 172 765 | 4,55 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 79 813 | 4 774 | ||||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 62 748 | 3 753 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 19 636 | 5,02 | 1 174 | 5,77 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 573 230 | 2,39 | 33 884 | 2,08 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4 310 | 256 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 5 026 | 0,94 | 301 | 1,69 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 407 | 0,99 | 24 | 4,35 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 348 | 21 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 472 | 88 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 194 785 | 641,22 | 12 | 1 000,00 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 206 917 | 12,73 | 12 376 | 13,51 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 8 310 | 18,66 | 497 | 19,76 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 44 858 | 0,10 | 2 683 | 0,79 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 200 305 | 11 261 | ||||||
| 2025-07-30 | 13F | Pacific Wealth Management | 6 652 | 398 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4 410 | 264 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 91 962 | 1,78 | 5 500 | 2,48 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 12 460 | 745 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 026 698 | 2,56 | 61 407 | 3,27 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 197 071 | 65,85 | 11 787 | 66,99 | ||||
| 2025-07-15 | 13F | Maseco Llp | 5 271 982 | 315 238 | ||||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 257 255 | 4,86 | 15 | 7,14 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 3 408 | 0,98 | 204 | 1,50 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 405 898 | 24 277 | ||||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 17 370 | 99,95 | 1 039 | 101,16 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 240 | 14 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3 517 | 210 | ||||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 14 304 | 0,03 | 856 | 0,71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 413 843 | 8,25 | 24 752 | 8,99 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 93 959 | 12,49 | 5 620 | 13,26 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13 299 | 1,78 | 795 | 2,45 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 74 734 | 31,87 | 4 470 | 32,77 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 90 615 | 11,14 | 5 420 | 11,92 | ||||
| 2025-08-08 | 13F | Croban | 42 636 | 169,08 | 2 550 | 170,88 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 10 849 | 1,74 | 649 | 2,37 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 14 861 | 0,06 | 889 | 0,68 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 3 682 | 0,77 | 220 | 1,38 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 76 480 | 2,51 | 4 574 | 3,23 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 805 531 | 3,10 | 107 989 | 3,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 331 469 | 5,86 | 20 | 5,56 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 7 018 | 4,72 | 420 | 5,28 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 7 798 | 33,46 | 466 | 34,29 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 163 200 | 2,02 | 9 694 | 4,49 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 39 673 | 998,06 | 2 373 | 1 008,41 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 556 764 | 0,47 | 33 300 | 1,16 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 271 522 | 7,14 | 16 107 | 7,65 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 86 | 5 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 63 175 | 22,41 | 3 778 | 23,26 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 142 007 | 8,55 | 8 493 | 9,31 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 955 | 117 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 160 248 | 0,07 | 9 584 | 0,76 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 44 750 | 2 676 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 21 202 | 85,40 | 1 268 | 86,75 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 78 501 | 19,60 | 4 695 | 20,45 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 757 870 | 2,07 | 45 | 2,27 |
