Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF inkluderer Maseco Llp, Haverford Trust Co, Sun Life Financial Inc, Mill Creek Capital Advisors, LLC, Metropolitan Life Insurance Co/ny, Octavia Wealth Advisors, LLC, Compass Wealth Management, LLC/GA, Retirement Systems of Alabama, Diligent Investors, LLC, Rps Advisory Solutions Llc, Sagard Holdings Management Inc., Midwestern Financial, LLC /IA, RMB Capital Management, LLC, Fund Evaluation Group, LLC, Elevation Capital Advisory, LLC, Edge Financial Advisors LLC, Beacon Harbor Wealth Advisors, Inc., Bell Bank, North Dallas Bank & Trust Co, og Iams Wealth Management, Llc .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 30 072 | 2,25 | 1 757 | 1,80 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 33 179 | 369,82 | 1 937 | 371,29 | ||||
| 2025-07-15 | 13F | Drum Hill Capital, LLC | 229 786 | 2,00 | 13 507 | 2,16 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 850 | 50 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 5 | 0 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 43 022 | 19,76 | 2 529 | 19,92 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 13 175 | 14,14 | 1 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 228 | 0,88 | 13 | 0,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 103 319 | 6,30 | 241 193 | 6,47 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 509 015 | 3,21 | 29 920 | 3,37 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 7 525 | 0,39 | 442 | 0,68 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12 533 | 1,09 | 737 | 1,24 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 6 692 698 | 6,82 | 393 397 | 6,98 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 7 629 | 0,63 | 448 | 0,90 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 224 | 15,91 | 307 | 16,29 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 24 001 | 1 411 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 407 | 11,67 | 200 | 11,73 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10 963 | 4,29 | 644 | 4,55 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 70 126 | 23,54 | 4 116 | 27,16 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 257 776 | 7,89 | 15 152 | 8,06 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 18 910 | 0,77 | 1 112 | 0,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 180 410 | 19,85 | 186 945 | 20,03 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 63 536 | 4 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 129 567 | 628,07 | 7 616 | 630,20 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 177 025 | 10 406 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 264 736 | 4,43 | 16 | 7,14 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 160 711 | 202,77 | 9 442 | 203,18 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 30 899 | 18,79 | 1 816 | 19,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 19 536 | 10,46 | 1 148 | 10,60 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 55 579 | 6,79 | 3 266 | 6,94 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 817 809 | 7,79 | 48 071 | 7,95 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 164 434 | 9,98 | 9 665 | 10,16 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 7 662 | 19,63 | 450 | 20,00 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 2 522 | 148 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 43 534 | 56,50 | 2 559 | 56,74 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 62 300 | 58,13 | 3 662 | 58,28 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 981 | 75,26 | 293 | 75,90 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 24 887 | 64,25 | 1 463 | 64,45 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 81 869 | 2,93 | 4 812 | 3,08 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 237 605 | 3,02 | 13 966 | 3,18 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 533 659 | 2,76 | 31 368 | 2,92 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 202 768 | 1,08 | 11 919 | 1,23 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 8 140 | 478 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 388 473 | 3,57 | 22 834 | 3,73 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2 260 | 1,03 | 133 | 0,76 | ||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 141 229 | 0,43 | 8 301 | 0,59 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 20 602 | 43,70 | 1 211 | 44,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 827 | 0,36 | 49 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 78 806 | 28,20 | 5 | 33,33 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 7 638 | 449 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 077 | 21,69 | 63 | 23,53 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 45 884 | 0,18 | 2 697 | 0,33 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 370 468 | 28,61 | 21 776 | 28,81 | ||||
| 2025-08-12 | 13F | Bokf, Na | 160 323 | 14,04 | 9 424 | 14,20 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 16 234 | 12,35 | 954 | 12,50 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 455 101 | 1,93 | 26 751 | 2,08 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 6 857 | 403 | ||||||
| 2025-07-21 | 13F | Barton Investment Management | 27 389 | 9,91 | 1 610 | 10,05 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 4 762 | 23,27 | 280 | 23,45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 214 051 | 4,80 | 12 582 | 4,96 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 867 512 | 82,82 | 50 336 | 80,74 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 4 546 | 267 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 345 503 | 2,28 | 20 309 | 2,43 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 609 532 | 7,74 | 35 828 | 7,90 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 58 074 | 2,27 | 3 414 | 2,43 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 820 | 18,64 | 695 | 18,84 | ||||
| 2025-08-06 | 13F | Miller Investment Management, LP | 1 034 743 | 0,94 | 60 822 | 1,10 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 104 393 | 2,13 | 6 136 | 2,30 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 11 049 | 5,54 | 649 | 5,70 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 375 423 | 1,18 | 22 | 4,76 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 775 | 45 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 84 327 | 1,33 | 4 950 | 1,35 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 65 129 | 28,85 | 3 828 | 29,06 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 412 670 | 4,92 | 83 037 | 5,08 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 62 | 4 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 31 619 | 2,38 | 1 859 | 2,54 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 49 838 | 49,37 | 2 915 | 49,41 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 147 713 | 6,10 | 126 243 | 6,26 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 30 899 | 18,79 | 1 816 | 19,00 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 3 113 | 183 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 39 419 | 37,39 | 2 317 | 37,67 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 489 311 | 5,38 | 87 542 | 5,54 | ||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 174 662 | 9,41 | 10 302 | 10,48 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 8 220 | 483 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 49 614 | 16,12 | 2 916 | 16,31 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8 796 | 16,58 | 517 | 16,97 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 714 | 42 | ||||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 15 282 | 15,39 | 898 | 15,57 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 407 736 | 20,35 | 23 967 | 20,54 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 58 692 | 3 450 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 7 334 | 29,69 | 431 | 30,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 43 353 | 17,03 | 2 548 | 17,20 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 373 457 | 5,07 | 21 864 | 4,75 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 128 270 | 573,35 | 66 320 | 574,38 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 913 888 | 167,81 | 230 058 | 168,22 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 96 962 | 1,10 | 5 668 | 14,46 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 13 075 | 6,73 | 769 | 6,82 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 181 675 | 53,31 | 10 678 | 53,52 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 47 889 | 27,15 | 2 815 | 27,33 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 52 609 | 19,45 | 3 092 | 19,66 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 40 735 | 4,13 | 2 394 | 4,31 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 202 703 | 1,96 | 11 897 | 108 045,45 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 11 212 | 0,73 | 659 | 0,92 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 231 711 | 13,99 | 13 620 | 14,16 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 7 712 | 2,49 | 453 | 2,72 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 35 440 | 11,20 | 2 083 | 11,39 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 141 817 | 8 336 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 221 234 | 16 957,36 | 17 588 | 23 042,11 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3 812 | 224 | ||||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 11 190 | 18,18 | 658 | 18,38 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 188 190 | 2,04 | 11 062 | 2,19 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 124 957 | 10,90 | 7 345 | 11,09 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 48 311 | 31,29 | 2 840 | 31,50 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 11 562 | 1,09 | 680 | 1,19 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4 906 | 23,86 | 288 | 24,14 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 5 950 761 | 7,04 | 349 786 | 7,20 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 743 105 | 12,52 | 43 680 | 12,69 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 89 227 | 10,74 | 5 245 | 10,91 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 217 162 | 1,74 | 12 765 | 1,89 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2 972 | 688,33 | 175 | 690,91 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 999 | 59 | ||||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 54 192 | 9,09 | 3 185 | 9,26 | ||||
| 2025-08-14 | 13F | Betterment LLC | 88 449 | 6,12 | 5 | 25,00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 557 492 | 8 959,02 | 32 769 | 8 977,29 | ||||
| 2025-08-06 | 13F | Simmons Bank | 3 487 | 1,66 | 205 | 1,49 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 6 886 | 56,93 | 405 | 57,20 | ||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 8 000 | 14,29 | 470 | 14,63 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 85 042 | 22,93 | 4 999 | 23,10 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 951 | 86 787,50 | 409 | |||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 236 931 | 9,87 | 13 927 | 10,03 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 20 943 | 89,68 | 1 231 | 90,26 | ||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 124 403 | 1,40 | 7 312 | 1,56 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 298 | 0 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 7 514 | 51,22 | 442 | 51,55 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3 624 | 213 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 553 843 | 7,90 | 32 555 | 8,06 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 10 390 | 611 | ||||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 110 810 | 2,20 | 6 493 | 1,69 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 041 659 | 0,80 | 61 229 | 0,96 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6 428 | 2,15 | 378 | 2,17 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 784 877 | 1,27 | 46 135 | 1,43 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 778 | 0,39 | 46 | 0,00 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 7 355 | 1,04 | 432 | 1,17 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 4 691 | 276 | ||||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 147 110 | 71,30 | 8 647 | 71,57 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 146 587 | 16,43 | 8 616 | 16,61 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 6 183 | −4,88 | ||||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 43 869 | 2 579 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 474 | 159,02 | 28 | 170,00 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 42 450 | 22,89 | 2 495 | 23,09 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 459 709 | 0,93 | 27 022 | 1,09 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13 677 | 804 | ||||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 281 813 | 0,98 | 16 565 | 1,14 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 15 955 | 2,33 | 938 | 2,40 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 27 | 2 | ||||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 11 550 | 679 | ||||||
| 2025-06-27 | NP | MAPP - Harbor Multi-Asset Explorer ETF | 3 111 | 183 | ||||||
| 2025-08-05 | 13F | American Assets Investment Management, LLC | 230 855 | 1,36 | 13 570 | 1,52 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 5 981 | 352 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 34 099 | 0,61 | 2 004 | 0,75 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 1 615 046 | 30,95 | 94 932 | 31,15 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 9 227 | 1,44 | 540 | 0,93 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 501 003 | 9,91 | 29 449 | 10,07 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 9 856 | 0,81 | 576 | 0,52 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 102 338 | 1,03 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 17 947 | 1 055 | ||||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 183 428 | 3,91 | 10 782 | 4,06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 656 654 | 0,90 | 161 099 | 4,47 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 15 193 | 10,25 | 1 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 883 | 107,76 | 52 | 112,50 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 27 349 | 123,70 | 1 608 | 124,13 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 10 783 | 28,94 | 634 | 29,18 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 362 471 | 0,51 | 21 306 | 0,67 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 14 814 | 871 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 503 531 | 6,41 | 88 378 | 6,58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 82 762 | 6,68 | 4 865 | 6,83 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 860 921 | 1,92 | 50 605 | 2,08 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 15 888 | 1,11 | 934 | 1,19 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 47 995 | 95,63 | 2 821 | 96,04 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 6 065 | 355 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 13 197 | 187,45 | 776 | 188,10 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 13 039 | 30,39 | 766 | 30,72 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 751 514 | 4,12 | 44 174 | 4,28 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 20 187 | 36,37 | 1 187 | 36,64 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 18 693 | 8,01 | 1 094 | 7,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 51 930 | 3,44 | 3 052 | 3,60 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 16 177 | 8,34 | 951 | 8,45 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 294 | 76 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 5 358 | 315 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6 700 | 14,57 | 393 | 13,95 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 7 422 | 43,06 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13 867 | 35,02 | 815 | 35,38 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9 952 | 1,34 | 585 | 1,39 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 24 156 | 1,12 | 1 420 | 1,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 576 | 204,76 | 34 | 200,00 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 112 | 0,90 | 7 | 0,00 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 24 713 | 76,82 | 1 453 | 77,07 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 264 089 | 52,03 | 15 523 | 52,26 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 3 915 | 7,55 | 230 | 7,98 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 522 527 | 5,27 | 30 594 | 5,26 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 705 265 | 5,94 | 41 455 | 6,10 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 67 115 | 4 | ||||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 9 462 | 3,75 | 559 | 5,27 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 37 | 2 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 175 456 | 5,54 | 10 287 | 5,44 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 258 | 23,43 | 368 | 23,57 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 271 | 0,14 | 545 | 0,18 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 12 787 | 6,27 | 752 | 6,68 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 20 501 | 23,43 | 1 205 | 23,72 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 73 366 | 0,44 | 4 312 | 1,08 | ||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 52 505 | 3,68 | 3 086 | 3,84 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 124 928 | 3,61 | 7 332 | 4,52 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 124 066 | 1,33 | 7 293 | 1,48 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 180 014 | 9,01 | 10 546 | 9,21 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 791 493 | 6,45 | 46 524 | 6,61 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 118 322 | 31,90 | 6 955 | 32,10 | ||||
| 2025-08-07 | 13F | Nwam Llc | 50 849 | 14,68 | 2 984 | 14,68 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 10 032 | 590 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 26 291 | 1 545 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 30 100 | 0,18 | 1 769 | 0,34 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 347 029 | 7,81 | 20 398 | 7,98 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 75 462 | 17,17 | 4 436 | 17,36 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 79 408 | 4,37 | 4 668 | 4,52 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 6 026 | 0,40 | 354 | 0,57 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 14 122 | 4,36 | 830 | 4,53 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26 575 | 91,92 | 1 562 | 92,36 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 161 732 | 1,23 | 9 507 | 1,38 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 199 467 | 6,22 | 11 725 | 6,38 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 17 996 | 0,73 | 1 058 | 0,86 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 586 684 | 12,29 | 34 485 | 12,46 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 44 230 | 7,55 | 2 600 | 7,18 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 152 978 | 25,92 | 8 992 | 26,12 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 175 241 | 1,48 | 10 241 | 1,28 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 118 650 | 6 974 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 56 567 | 2,94 | 3 325 | 3,10 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 803 024 | 14,86 | 47 202 | 15,03 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 47 631 | 10,51 | 2 800 | 10,68 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 219 207 | 6,75 | 12 885 | 6,91 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7 180 | 0,53 | 422 | 0,72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 328 663 | 2,62 | 136 879 | 2,77 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 8 473 | 498 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3 758 | 221 | ||||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 13 675 | 25,46 | 804 | 25,67 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 32 679 | 10,79 | 1 921 | 10,92 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 950 380 | 164,17 | 173 423 | 164,58 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 750 | 44 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 32 571 | 4,84 | 1 915 | 4,99 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 28 592 | 95,76 | 1 671 | 94,87 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 500 | 206 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 239 | 73 | ||||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 3 584 | 211 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 090 974 | 7,24 | 64 127 | 7,40 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 18 818 | 30,43 | 1 106 | 30,73 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 8 088 | 6,52 | 475 | 6,74 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 4 297 | 1,15 | 253 | 1,20 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 4 798 | 861,52 | 282 | 872,41 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 229 882 | 20,36 | 13 512 | 20,55 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 012 783 | 3,33 | 59 531 | 3,49 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 3 906 | 230 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 754 837 | 0,07 | 44 369 | 0,22 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 82 649 | 0,15 | 4 858 | 0,31 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 361 736 | 3,39 | 21 | 5,00 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 48 698 | 3,06 | 2 862 | 3,21 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 10 383 | 0,81 | 610 | 0,99 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 28 662 | 0,01 | 1 685 | 0,12 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 6 951 | 409 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 4 318 | 1,27 | 0 | |||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 27 075 | 1 585 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 1 534 018 | 6,42 | 90 170 | 6,58 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 77 749 | 0,62 | 4 570 | 0,77 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 100 000 | 5 878 | ||||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 514 496 | 15,28 | 30 242 | 15,45 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 171 497 | 3,41 | 10 065 | 4,32 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1 165 354 | 9,49 | 68 733 | 10,56 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 244 484 | 1 112,12 | 14 371 | 1 114,71 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 113 553 | 129,97 | 6 675 | 65,32 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 15 546 | 0,99 | 914 | 1,11 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 22 475 | 3,81 | 1 321 | 4,02 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 5 812 | 342 | ||||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 10 971 | 15,87 | 645 | 16,04 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 139 514 | 106,78 | 8 201 | 107,12 | ||||
| 2025-08-07 | 13F | PFG Advisors | 29 788 | 5,16 | 1 751 | 5,29 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 1 175 649 | 1,54 | 69 | 2,99 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 6 015 | 28,36 | 354 | 28,83 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 878 643 | 58,21 | 51 647 | 58,45 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3 043 | −2,00 | ||||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 24 679 | 1 433 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 580 | 0,17 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 31 635 | 4,20 | 1 859 | 4,38 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 770 766 | 21,72 | 221 646 | 21,91 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 22 039 | 1 293 | ||||||
| 2025-07-01 | 13F | BancFirst Trust & Investment Management | 8 197 | 76,13 | 482 | 76,19 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 9 817 | 19,18 | 577 | 19,46 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 24 193 | 77,63 | 1 422 | 77,97 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 94 261 | 6,70 | 5 541 | 6,87 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 33 004 | 0,06 | 1 940 | 0,21 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 513 904 | 14,89 | 30 207 | 15,06 | ||||
| 2025-07-11 | 13F | Bell Bank | 22 151 | 1 302 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 341 | 8,45 | 725 | 8,70 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17 469 | 3,54 | 1 027 | 3,64 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9 229 | 13,64 | 542 | 13,87 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 27 967 | 10,86 | 1 644 | 11,01 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 504 563 | 29 658 | ||||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 11 453 | 0,12 | 673 | 0,30 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 633 | 1,05 | 96 | 1,06 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 86 966 | 70,34 | 5 112 | 70,59 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 19 834 | 2,59 | 1 166 | 2,73 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 11 750 | 19,61 | 691 | 19,79 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 10 480 | 19,70 | 616 | 20,08 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 3 963 | 0 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 97 300 | 5 719 | ||||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1 673 | 21,76 | 98 | 24,05 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 21 934 | 7,54 | 1 289 | 7,69 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 32 110 | 1 887 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 12 239 | 11,96 | 718 | 11,51 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 13 389 | 721 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 9 944 | 0,71 | 585 | 0,86 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 5 164 | 304 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 13 795 | 82,91 | 811 | 83,26 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 307 758 | 18 090 | ||||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 50 503 | 4,13 | 2 969 | 4,29 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 41 126 | 232,84 | 2 411 | 232,55 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 26 066 | 9,71 | 1 532 | 9,90 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 27 439 | 1 613 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 23 984 | 1,10 | 1 410 | 1,22 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 11 257 | 662 | ||||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 15 151 | 1,16 | 891 | 1,25 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 146 552 | 3,58 | 8 614 | 3,73 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 202 076 | 7,77 | 11 878 | 7,94 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 12 586 | 1,02 | 740 | 1,09 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 58 193 | 5 778,08 | 1 | −100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12 665 | 74,11 | 744 | 74,65 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 149 368 | 193,24 | 8 780 | 193,71 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 135 837 | 0,20 | 8 | 0,00 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 22 394 | 11,03 | 1 316 | 11,24 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 5 102 | 20,05 | 300 | 20,08 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 657 | 23,47 | 97 | 24,36 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 103 772 | 259,76 | 6 100 | 260,46 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 12 637 | 56,40 | 743 | 56,54 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 76 269 | 13,54 | 4 483 | 14,71 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 3 849 | 5,95 | 226 | 6,10 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 315 | 40,62 | 19 | 38,46 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 186 324 | 1,14 | 10 952 | 1,29 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 347 158 | 0,58 | 20 406 | 0,73 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 8 825 | 1,58 | 518 | 2,38 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 090 | 8,51 | 299 | 8,73 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 238 455 | 17,75 | 14 016 | 18,97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 166 697 | 33,43 | 9 798 | 33,63 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 13 555 | 189,45 | 797 | 190,51 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 8 499 | 16,63 | 500 | 16,86 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 156 026 | 17,94 | 9 171 | 18,12 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 4 284 | 22,43 | 252 | 22,44 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 80 675 | 8,30 | 4 742 | 8,46 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4 061 | 277,42 | 239 | 277,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 475 137 | 2,00 | 86 709 | 2,16 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 1 217 708 | 3,30 | 71 577 | 3,45 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 036 500 | 2,81 | 60 926 | 2,97 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 65 682 | 9,40 | 3 861 | 9,57 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 275 354 | 3,49 | 16 180 | 3,61 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 617 | 36 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 927 088 | 1 111,39 | 54 494 | 1 113,40 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 82 008 | 7,79 | 4 820 | 7,95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 235 580 | 15,79 | 13 847 | 16,33 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 96 725 | 0,47 | 5 685 | 0,62 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 2 211 | 83,94 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 3 840 | 226 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 7 086 | 22,40 | 417 | 22,71 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 5 791 | 224,06 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 208 783 | 9,16 | 12 243 | 9,24 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 825 | 5,37 | 0 | |||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 67 038 | 3 940 | ||||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 12 380 | 3,70 | 728 | 3,86 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 34 931 | 62,43 | 2 048 | 62,72 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 290 334 | 65,61 | 17 066 | 65,81 | ||||
| 2025-08-11 | 13F | Thomas Story & Son Llc | 70 971 | 10,61 | 4 172 | 10,78 | ||||
| 2025-08-13 | 13F | Metropolitan Life Insurance Co/ny | 172 531 | 10 141 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 190 232 | 15,13 | 11 182 | 15,30 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 20 736 | 23,39 | 1 219 | 23,53 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 350 257 | 85 328,54 | 20 588 | 85 683,33 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 876 | 0,51 | 404 | 0,75 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4 479 | 10,35 | 263 | 10,97 | ||||
| 2025-08-14 | 13F | Spectrum Financial Alliance Ltd LLC | 35 299 | 14,93 | 2 069 | 14,76 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 176 146 | 2,89 | 10 354 | 3,05 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1 205 763 | 4,34 | 70 875 | 4,50 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 34 718 | 2 033 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2 552 | 9,91 | 150 | 9,56 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 296 136 | 10,19 | 193 747 | 10,36 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 180 054 | 37,14 | 10 584 | 37,35 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 118 125 | 13,24 | 6 943 | 13,41 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 485 033 | 0,27 | 28 510 | 0,42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 243 618 | 7,79 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 466 053 | 185,40 | 27 395 | 185,83 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 4 437 | 261 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 22 363 | 0,84 | 1 315 | 1,00 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 161 231 | 2,99 | 9 477 | 3,15 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 33 774 | 19,74 | 1 985 | 19,94 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 5 592 | 9,41 | 329 | 9,70 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 36 485 | 2 145 | ||||||
| 2025-08-07 | 13F | Mayport, Llc | 746 153 | 5,29 | 43 859 | 5,45 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 372 156 | 4,70 | 21 875 | 4,86 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 390 132 | 2,60 | 22 920 | 2,72 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 220 661 | 39,06 | 12 970 | 39,28 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 53 912 | 141,81 | 3 169 | 142,20 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 130 726 | 0,07 | 7 684 | 0,23 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 17 786 | 42,68 | 1 045 | 42,95 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 884 | 0,34 | 816 | 0,49 | ||||
| 2025-08-01 | 13F | Oak Grove Capital LLC | 47 050 | 90,10 | 2 766 | 90,43 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 5 686 | 334 | ||||||
| 2025-07-11 | 13F | Scratch Capital Llc | 260 819 | 18,04 | 15 331 | 18,22 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 8 611 | 506 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 47 600 | 11,21 | 2 798 | 11,39 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 26 161 | 1 538 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10 944 | 39,65 | 643 | 40,09 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 16 100 | 0,14 | 946 | 0,32 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 69 791 | 11,63 | 4 102 | 11,80 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 28 448 | 0,61 | 1 672 | 0,78 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10 389 | 29,18 | 611 | 29,24 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 200 | 12 | ||||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 3 798 | 223 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 157 435 | 115,52 | 9 254 | 115,86 | ||||
| 2025-07-16 | 13F | American National Bank | 16 305 | 62,27 | 958 | 62,65 | ||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 210 481 | 8,25 | 12 372 | 8,42 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 77 223 | 14,69 | 4 539 | 14,88 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 12 649 | 743 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 3 908 | 230 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 737 169 | 26,45 | 513 571 | 26,64 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 110 116 | 46,67 | 6 473 | 46,89 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 8 038 | 10,79 | 472 | 11,06 | ||||
| 2025-07-25 | 13F | Alta Advisers Ltd | 398 653 | 87,38 | 22 975 | 84,01 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 17 385 | 34,78 | 1 022 | 34,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avalon Trust Co | 1 669 | 454,49 | 98 | 476,47 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 239 491 | 5,59 | 14 056 | 6,52 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 128 523 | 7 555 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 524 445 | 2,77 | 30 827 | 2,92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 987 | 1 057 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4 118 | 4,39 | 242 | 4,76 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 37 522 | 3,81 | 2 206 | 3,96 | ||||
| 2025-09-03 | 13F | American Trust | 16 568 | 974 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 240 571 | 2,62 | 72 923 | 2,77 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 24 840 | 1,69 | 1 460 | 1,88 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 9 481 | 557 | ||||||
| 2025-08-06 | 13F | American Assets Capital Advisers, LLC | 230 855 | 1,36 | 13 570 | 1,78 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 119 869 | 5,63 | 7 046 | 5,78 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 4 131 | 243 | ||||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 402 008 | 2,41 | 23 630 | 2,57 | ||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 10 232 | 172,71 | 601 | 173,18 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 858 782 | 4 174,04 | 50 479 | 4 218,14 | ||||
| 2025-08-13 | 13F | Sun Life Financial Inc | 312 225 | 18 | ||||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 5 736 | 1,06 | 337 | 1,20 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 11 501 | 1,98 | 676 | 2,27 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 90 594 | 3,26 | 5 325 | 3,44 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 967 | 1,04 | 57 | 0,00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 40 028 | 23,34 | 2 353 | 23,53 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 285 639 | 1,84 | 16 790 | 1,99 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 82 071 | 7,20 | 4 824 | 7,37 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 290 893 | 4 733,72 | 17 099 | 4 743,63 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 20 600 | 34,98 | 1 211 | 35,20 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 11 | 0,00 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3 411 | 1,04 | 200 | 1,01 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 204 612 | 2,25 | 12 027 | 2,41 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 852 341 | 2,86 | 50 101 | 3,02 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 8 240 | 484 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 15 | 1 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 025 138 | 0,60 | 119 038 | 0,76 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 16 173 | 1,15 | 951 | 1,28 | ||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 61 225 | 3 590 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 677 985 | 0,30 | 216 192 | 0,46 | ||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 14 481 | 1,58 | 851 | 1,79 | ||||
| 2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 29 384 | 58,16 | 1 727 | 58,44 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 43 331 | 3,03 | 2 547 | 4,09 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 732 827 | 5,87 | 43 076 | 6,03 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5 742 | 24,21 | 337 | 24,35 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 57 608 | 2,00 | 3 374 | 1,63 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 3 835 | 225 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 5 600 | 3,15 | 329 | 3,46 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 327 521 | 5,84 | 19 252 | 6,01 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1 273 585 | 0,80 | 74 861 | 0,96 | ||||
| 2025-07-15 | 13F | Maseco Llp | 690 139 | 40 563 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 60 946 | 2,69 | 3 582 | 2,84 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 7 221 | 424 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5 688 | 45,96 | 334 | 46,49 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 112 186 | 12,12 | 65 374 | 12,29 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 4 461 | 0,59 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 385 886 | 4,68 | 22 682 | 4,84 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 8 540 | 7,48 | 502 | 7,51 | ||||
| 2025-08-14 | 13F | Comerica Bank | 159 156 | 17,24 | 9 355 | 17,42 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 23 713 | 7,17 | 1 394 | 8,24 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 6 400 | 19,74 | 376 | 20,13 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 452 050 | 26 571 | ||||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 26 629 | 8,16 | 1 565 | 8,38 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 15 638 | 919 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 92 529 | 147,81 | 5 439 | 148,20 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 3 697 | 0,87 | 217 | 0,93 | ||||
| 2025-07-18 | 13F | Vicus Capital | 6 908 | 1,04 | 406 | 1,25 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 7 920 | 5,14 | 466 | 5,20 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 751 500 | 18,52 | 338 073 | 18,70 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 204 708 | 0,02 | 11 990 | −0,08 | ||||
| 2025-05-28 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 966 | 220,93 | 57 | 229,41 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 944 899 | 0,95 | 55 541 | 1,10 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 5 274 | 310 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 815 | 10,14 | 48 | 9,30 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 13 483 | 11,85 | 793 | 12,02 | ||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 46 389 | 1,99 | 2 727 | 2,14 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 460 | 27 | ||||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 132 426 | 139,17 | 7 784 | 139,58 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 3 059 | 180 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 962 | 182,11 | 57 | 180,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 58 185 | 29,10 | 3 420 | 29,30 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 489 057 | 7,12 | 28 747 | 7,29 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 215 141 | 13,58 | 12 646 | 13,76 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 415 792 | 33,61 | 142 000 | 33,81 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 11 079 | 6,66 | 651 | 6,90 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 385 265 | 2,27 | 22 646 | 2,43 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 41 021 | 52,15 | 2 411 | 52,40 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 172 190 | 37,57 | 10 121 | 37,79 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 1 453 077 | 41 691,11 | 85 412 | 41 768,14 | ||||
| 2025-08-13 | 13F | Dai-ichi Life Holdings, Inc. | 296 800 | 2,31 | 17 444 | 2,46 | ||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 175 605 | 47,28 | 10 322 | 47,52 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 974 643 | 2,67 | 57 290 | 2,83 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1 878 946 | 6,02 | 110 444 | 6,18 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 441 459 | 47,82 | 25 949 | 48,04 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 37 893 | 2 227 | ||||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 39 019 | 41,07 | 2 294 | 41,28 |
