Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF inkluderer Fund Evaluation Group, LLC, Pacific Sage Partners, LLC, Kingstone Capital Partners Texas, LLC, Wooster Corthell Wealth Management, Inc., Aspire Capital Advisors LLC, Bulwark Capital Corp, Integrity Alliance, Llc., Napa Wealth Management, XFLX - FundX Flexible ETF, LCORX - Leuthold Core Investment Fund Retail Class, One Capital Management, LLC, Tru Independence Asset Management 2, Llc, Sfm, Llc, XRLX - FundX Conservative ETF, TSA Wealth Managment LLC, Maseco Llp, KPP Advisory Services LLC, Midwest Trust Co, Innovative Wealth Building LLC, og MA Private Wealth .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | United Advisor Group, LLC | 15 387 | 773 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 4 247 616 | 2,41 | 213 528 | 3,17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 586 133 | 10,79 | 29 465 | 11,61 | ||||
| 2025-05-05 | 13F | Partners in Financial Planning | 6 874 | 2,40 | 321 | 0,31 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 38 278 | 13,31 | 1 918 | 14,03 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 7 797 | 47,70 | 392 | 48,67 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 18 551 | 62,51 | 933 | 63,80 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 56 785 | 2,83 | 2 855 | 3,59 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 43 575 | 3,25 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 891 034 | 2,41 | 44 792 | 3,17 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 174 | 210 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 9 276 | 5,06 | 466 | 5,91 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 70 192 | 11,56 | 3 529 | 12,39 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6 941 794 | 13,35 | 348 964 | 14,19 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 18 801 | 29,64 | 945 | 30,71 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 53 949 | 15,38 | 2 712 | 16,25 | ||||
| 2025-07-09 | 13F | Emprise Bank | 322 208 | 3,52 | 16 197 | 4,29 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 8 403 | 422 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 745 423 | 17,43 | 37 472 | 18,31 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 5 054 | 0,64 | 252 | 0,40 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 38 170 | 1,71 | 1 919 | 2,46 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 69 644 | 2,14 | 3 501 | 2,91 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 36 218 | 18,31 | 1 821 | 19,19 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 35 407 | 42,17 | 1 778 | 43,27 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 691 | 29,06 | 487 | 30,21 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 79 677 | 17,43 | 4 005 | 18,32 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9 306 | 7,45 | 468 | 8,10 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 15 451 | 777 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 190 439 | 73,53 | 9 573 | 74,82 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 131 646 | 14,33 | 6 585 | 15,65 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 705 | 647,24 | 148 | 722,22 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 4 190 | 211 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 151 599 | 3,49 | 7 621 | 4,26 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 4 370 | 2,32 | 220 | 2,82 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 102 026 | 28,23 | 5 129 | 29,17 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 85 794 | 0,79 | 4 313 | 1,53 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9 133 | 459 | ||||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 4 810 623 | 13,27 | 241 830 | 14,11 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 15 337 | 0,01 | 771 | 0,78 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 19 273 | 1 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 699 | 0,02 | 236 | 0,85 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 361 449 | 17 | ||||||
| 2025-06-26 | NP | MSTBX - Morningstar Defensive Bond Fund | 35 418 | 40,47 | 1 778 | 44,32 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 174 589 | 2,42 | 8 777 | 3,19 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 618 829 | 14,90 | 81 379 | 15,75 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 156 947 | 1,66 | 7 890 | 2,41 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 220 503 | 27,73 | 11 085 | 28,67 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 37 787 | 25,49 | 1 900 | 26,43 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 24 785 | 4,26 | 1 246 | 4,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 52 100 | 247,33 | 2 619 | 250,13 | |||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 22 587 | 1 135 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 9 | 0 | ||||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 57 514 | 119,32 | 2 891 | 121,02 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 104 224 | 5 239 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 117 787 | 5 921 | ||||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 15 690 | 6,12 | 787 | 6,78 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 175 637 | 1,95 | 8 829 | 2,71 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 11 496 | 10,53 | 578 | 11,18 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 87 791 | 2,38 | 4 381 | 5,52 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 216 060 | 5,01 | 10 861 | 5,80 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 58 479 | 2 940 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25 710 | 5,62 | 1 292 | 6,43 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5 094 | 0,73 | 254 | 1,60 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 263 217 | 3,35 | 13 232 | 4,12 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 5 789 | 291 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 233 940 | 9,45 | 11 759 | 10,26 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 25 950 | 34,95 | 1 305 | 35,97 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 283 182 | 14 236 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 114 205 | 222,86 | 5 741 | 225,27 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 28 031 | 1,89 | 1 409 | 2,70 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 295 644 | 5,17 | 14 862 | 5,95 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 13 624 | 685 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 758 511 | 1,39 | 38 130 | 2,14 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1 561 | 279,81 | 78 | 290,00 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 90 648 | 1,66 | 4 512 | 1,39 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 291 | 15 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 14 212 | 714 | ||||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 421 711 | 34,67 | 21 199 | 35,67 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 237 600 | 83,38 | 11 944 | 84,75 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 149 449 | 30,85 | 7 513 | 31,81 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 18 859 | 3,97 | 948 | 4,75 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 115 740 | 2,63 | 5 818 | 3,39 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 122 013 | 5,21 | 6 134 | 5,98 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 81 555 | 14,29 | 4 100 | 15,14 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 18 782 | 944 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2 294 | 0,22 | 115 | 0,88 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 49 954 | 106,08 | 2 511 | 107,69 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 49 085 | 8,45 | 2 467 | 9,26 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 28 772 | 3,16 | 1 446 | 3,95 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 36 218 | 18,31 | 1 821 | 19,19 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 385 | 158,88 | 70 | 165,38 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9 158 | 11,10 | 460 | 11,92 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 118 247 | 17,19 | 5 944 | 18,08 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 75 889 | 4,34 | 3 815 | 5,10 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 119 401 | 16,83 | 6 002 | 17,71 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 5 317 | 0,09 | 267 | 0,75 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 3 687 | 185 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 515 | 2,10 | 227 | 2,73 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 263 944 | 14,60 | 13 268 | 15,44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 223 | 0,45 | 11 | 0,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 724 | 0 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 335 992 | 0,78 | 16 890 | 1,53 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 21 172 | 20,44 | 1 064 | 21,32 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 29 927 | 1,02 | 1 504 | 1,76 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 25 767 | 2,43 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 4 801 | 13,34 | 241 | 14,22 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 365 155 | 1,83 | 18 356 | 2,59 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17 395 | 0,19 | 874 | 0,92 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 114 552 | 2,17 | 5 759 | 2,93 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8 507 046 | 39,03 | 427 649 | 40,06 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 513 725 | 32,14 | 25 825 | 33,12 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 18 583 | 5,76 | 927 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 289 | 15 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 599 | 2 296,00 | 30 | 2 900,00 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 385 767 | 46,05 | 19 392 | 47,14 | ||||
| 2025-07-07 | 13F | Trust Co | 147 292 | 39,20 | 7 404 | 40,23 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 69 605 | 3 499 | ||||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 10 170 | 492 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 555 | 0,85 | 277 | 1,47 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 62 816 | 913,98 | 3 158 | 921,68 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 289 | 15 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10 639 | 1,12 | 535 | 1,91 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5 727 | 10,05 | 288 | 10,81 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 087 | 5,35 | 105 | 6,12 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 53 905 | 9,81 | 2 710 | 10,62 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 19 155 | 343,81 | 963 | 347,44 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 89 968 | 19,59 | 4 523 | 20,49 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 105 907 | 6,42 | 5 324 | 7,19 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 186 159 | 76,61 | 9 358 | 77,94 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 4 075 | 205 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 12 620 | 9,31 | 634 | 10,07 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 552 226 | 27 760 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7 018 | 353 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 28 120 | 0,52 | 1 407 | 0,86 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 55 691 | 7,32 | 2 800 | 8,11 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | 0 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4 600 | 231 | |||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 32 115 | 25,49 | 1 614 | 26,39 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 51 432 | 2 585 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 529 903 | 0,26 | 26 638 | 1,00 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 78 064 | 0,96 | 3 924 | 1,71 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 4 767 | 0,17 | 240 | 0,84 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 8 024 | 403 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 17 159 | 9,52 | 1 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 19 049 | 34,12 | 922 | 30,08 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 732 394 | 77,49 | 87 088 | 78,81 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 182 270 | 4,86 | 9 080 | 4,67 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 13 441 | 2,67 | 676 | 3,37 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 19 527 | 18,97 | 982 | 19,78 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 35 673 | 5,90 | 1 793 | 6,73 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 160 439 | 3,46 | 8 065 | 4,23 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 17 090 | 0,19 | 859 | 0,94 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 74 171 | 15,71 | 3 729 | 16,57 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2 320 | 0,74 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 74 973 | 4,60 | 3 769 | 5,37 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 671 | 34 | ||||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 129 955 | 284,23 | 6 533 | 287,20 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 5 727 | 10,05 | 288 | 10,81 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 66 007 | 189,14 | 3 318 | 191,56 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 187 461 | 15,14 | 9 424 | 15,99 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 15 736 | 8,91 | 791 | 13,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 512 211 | 24,64 | 25 747 | 25,56 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 800 144 | 2,08 | 40 223 | 2,84 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7 137 | 359 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 4 698 | 5,31 | 236 | 6,31 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 55 379 | 2 784 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 18 412 | 926 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2 624 | 0,08 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 9 400 | 473 | ||||||
| 2025-08-05 | 13F | Connable Office Inc | 345 339 | 177,91 | 17 360 | 180,00 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 49 260 | 12,07 | 2 476 | 12,90 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 287 | 0,23 | 65 | 0,00 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 10 527 | 529 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 7 033 | 2,03 | 354 | 2,92 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 300 542 | 27,48 | 15 108 | 28,43 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 10 348 | 0,08 | 520 | 0,97 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5 584 | 281 | ||||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 84 718 | 9,64 | 4 259 | 10,45 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 7 803 | 18,57 | 392 | 19,51 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7 002 | 5,66 | 352 | 6,36 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 55 720 | 13,01 | 2 801 | 13,86 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1 880 772 | 0,60 | 94 546 | 1,35 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 12 540 | 25,90 | 630 | 26,76 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 021 | 9,09 | 353 | 9,66 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 12 552 | 8,94 | 625 | 8,89 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 574 | 69,76 | 632 | 71,27 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 81 710 | 4 108 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 1 473 | 36,77 | 0 | |||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 8 227 | 2,93 | 414 | 3,77 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 655 | 33 | ||||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 61 689 | 7,10 | 3 101 | 7,90 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 51 862 | 12,29 | 2 607 | 13,15 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 185 | 210 | ||||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 200 427 | 10 075 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 12 618 | 2,92 | 630 | 6,07 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 71 138 | 0,23 | 3 576 | 0,99 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12 641 | 82,73 | 631 | 88,62 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 22 331 | 10,08 | 1 123 | 10,87 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9 108 | 0,50 | 458 | 1,11 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 19 749 | 0,19 | 993 | 0,92 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 092 | 256 | ||||||
| 2025-07-10 | 13F | Moller Financial Services | 678 478 | 6,06 | 34 107 | 6,85 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 16 011 | 3,59 | 805 | 4,28 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 92 836 | 4 667 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 348 632 | 0,87 | 17 526 | 1,61 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 5 424 | 5,85 | 273 | 7,09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 177 912 | 1 410,03 | 8 944 | 1 468,95 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 844 | 42 | ||||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 13 857 | 19,85 | 697 | 20,83 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 59 125 | 17,62 | 2 972 | 18,50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6 047 | 18,31 | 304 | 18,82 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 253 | 25 200,00 | 13 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 6 | 0 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 15 816 | 17,18 | 795 | 18,13 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 171 191 | 1,30 | 8 606 | 2,04 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 78 982 | 123,00 | 4 | 200,00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 5 500 | 276 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 14 633 | 10,40 | 736 | 11,20 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 8 956 | 12,55 | 450 | 13,35 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 36 559 | 0,97 | 1 821 | 0,83 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 2 953 | 148 | ||||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 110 020 | 4,00 | 5 526 | 4,70 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 25 | 4,17 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 610 699 | 11,80 | 835 020 | 12,63 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 21 906 | 1,27 | 1 101 | 2,04 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 49 | 2 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 99 886 | 7,09 | 5 021 | 7,89 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 149 685 | 0,65 | 7 525 | 1,39 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 585 | 96,31 | 29 | 107,14 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 16 634 | 16,71 | 1 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 4 823 | 242 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 233 550 | 4,20 | 162 551 | 4,97 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 44 555 | 1,46 | 2 240 | 2,19 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 51 200 | 5,19 | 2 574 | 5,97 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 220 319 | 605,11 | 11 075 | 610,39 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5 112 | 1,93 | 257 | 2,40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 90 491 | 1,77 | 4 549 | 2,55 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 084 092 | 5,32 | 205 307 | 6,10 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 244 513 | 6,21 | 12 292 | 7,00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 8 348 | 1,21 | 420 | 1,95 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 743 738 | 36,74 | 37 343 | 40,47 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 17 540 | 1,81 | 882 | 2,56 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 298 392 | 8,34 | 15 000 | 9,15 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 132 454 | 2,80 | 6 658 | 3,56 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 624 354 | 4 927,00 | 12 | −98,06 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 12 | 1 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 70 283 | 6,23 | 3 533 | 7,03 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 975 383 | 30,36 | 49 033 | 31,33 | ||||
| 2025-07-29 | 13F | Creekside Partners | 8 119 | 0,10 | 408 | 0,99 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 5 878 | 9,05 | 293 | 12,69 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 5 064 | 0,18 | 255 | 0,79 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 165 465 | 2,70 | 8 318 | 3,45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 51 796 | 5,75 | 2 604 | 6,51 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 931 707 | 2,55 | 46 837 | 3,31 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 23 653 | 1 189 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 433 633 | 3,91 | 21 799 | 4,68 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 104 496 | 5 253 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 88 168 | 48,49 | 4 432 | 49,63 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 5 267 | 5,07 | 265 | 5,60 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 4 809 | 242 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 429 | 0,99 | 323 | 1,89 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 59 307 | 4,75 | 2 981 | 5,52 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 112 027 | 14,91 | 6 | 25,00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 13 394 | 2,68 | 673 | 3,54 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 55 093 | 1,52 | 2 770 | 2,25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 69 512 | 22,54 | 3 494 | 23,46 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1 076 000 | 15,36 | 54 091 | 16,22 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 976 577 | 0,15 | 99 362 | 0,90 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 176 527 | 86,86 | 8 874 | 88,23 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 401 347 | 0,72 | 20 176 | 1,47 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 93 364 | 49,37 | 4 693 | 50,46 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 495 | 14,22 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 27 780 | 25,42 | 1 397 | 26,33 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 158 674 | 38,26 | 7 974 | 43,44 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 129 340 | 18,11 | 6 502 | 18,98 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 71 172 | 8,50 | 3 578 | 9,29 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 164 619 | 17,38 | 159 085 | 18,25 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 15 988 | 804 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 162 744 | 2,72 | 8 181 | 3,48 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 56 300 | 2 830 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 74 403 | 10,68 | 3 740 | 11,51 | ||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 55 090 | 19,92 | 2 766 | 23,21 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 10 761 | 541 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 47 702 | 3,90 | 2 398 | 4,63 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 14 433 | 59,50 | 726 | 60,75 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 305 744 | 10,10 | 15 370 | 10,91 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 1 077 562 | 1,22 | 18 738 | 2,85 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 43 985 | 4,24 | 2 211 | 5,04 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 156 890 | 18,34 | 7 887 | 19,21 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 51 987 | 2 613 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 39 939 | 2 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 12 323 | 9,69 | 619 | 10,54 | ||||
| 2025-08-19 | NP | GARTX - Goldman Sachs Absolute Return Tracker Fund Class A | 7 487 400 | 62,76 | 376 392 | 63,97 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 44 701 | 2 247 | ||||||
| 2025-07-25 | 13F | Advocate Group Llc | 144 305 | 2,42 | 7 254 | 3,19 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 5 664 | 6,43 | 285 | 7,17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 529 599 | 5,62 | 26 623 | 6,41 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 44 722 | 4,49 | 2 248 | 5,29 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10 088 | 0,05 | 507 | 0,80 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 811 905 | 40 814 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 46 | 2 | ||||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 6 515 | 328 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 152 555 | 10,23 | 7 669 | 11,03 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 36 027 | 1,58 | 1 811 | 2,37 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 18 059 | 12,01 | 908 | 12,81 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 158 497 | 1,42 | 7 968 | 2,17 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 1 562 640 | 5,40 | 78 554 | 6,18 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 101 759 | 28,83 | 5 115 | 29,79 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 746 544 | 3,96 | 37 529 | 4,73 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 53 826 | 9,85 | 2 706 | 10,63 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 431 | 323 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8 190 | 412 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5 382 | 11,04 | 271 | 12,50 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12 069 | 166,54 | 607 | 169,33 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 206 | 10 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 783 | 77,55 | 39 | 77,27 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 28 379 | 57,98 | 1 427 | 59,15 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3 | 0 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 4 076 | 205 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 365 034 | 35,89 | 18 | 38,46 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3 422 | 13,95 | 172 | 15,44 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 20 024 | 1 007 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22 899 | 81,15 | 1 151 | 82,70 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 826 | 10,52 | 393 | 11,33 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 102 200 | 34,49 | 5 138 | 35,51 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 42 263 | 0,86 | 2 125 | 1,63 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 481 | 24 | ||||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 11 412 | 21,95 | 574 | 22,96 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 13 437 | 5,47 | 675 | 6,30 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 994 827 | 5,23 | 50 010 | 6,01 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 7 495 | 4,49 | 377 | 5,32 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 100 816 | 5,36 | 5 068 | 6,16 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 59 821 | 46,56 | 3 007 | 47,91 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 063 | 355 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 27 160 | 13,64 | 1 365 | 14,51 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6 714 | 15,46 | 338 | 16,21 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5 115 | 257 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 136 026 | 1,04 | 6 838 | 1,80 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 15 060 | 14,12 | 757 | 15,05 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 20 577 | 0,12 | 1 034 | 0,88 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 150 193 | 8,63 | 7 477 | 8,36 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 30 345 | 1,62 | 1 525 | 2,35 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 358 303 | 13,37 | 18 012 | 14,20 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 323 910 | 8,42 | 16 283 | 9,22 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 23 | 1 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 5 111 | 257 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 578 366 | 14,19 | 29 074 | 15,59 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 13 215 | 3,95 | 664 | 4,73 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 48 480 | 4,01 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 429 236 | 2,84 | 21 569 | 3,61 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 79 279 | 5,82 | 3 985 | 6,75 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 413 921 | 0,81 | 121 348 | 1,55 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 39 663 | 4,71 | 1 994 | 5,45 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2 217 | 0,18 | 111 | 0,91 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 60 399 | 9,22 | 3 036 | 10,04 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 492 | 0,20 | 25 | 0,00 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 179 811 | 0,67 | 9 039 | 1,41 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 27 435 | 5,77 | 1 379 | 6,57 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 159 258 | 605,27 | 8 529 | 657,46 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 85 948 | 4 321 | ||||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 574 887 | 3,23 | 28 687 | 6,38 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 33 468 | 1 682 | ||||||
| 2025-07-21 | 13F | Whelan Financial | 407 733 | 0,05 | 20 497 | 0,79 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 12 733 | 1 352 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 4 976 | 250 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 822 502 | 3,00 | 41 347 | 3,76 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 264 823 | 3,16 | 13 313 | 3,93 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 110 693 | 19,83 | 5 565 | 20,72 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 4 253 | 0,21 | 214 | 0,95 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 20 719 | 107,67 | 1 042 | 109,46 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 232 945 | 7,11 | 11 710 | 7,91 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 141 926 | 140,91 | 7 135 | 142,74 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 27 310 | 1 373 | ||||||
| 2025-07-14 | 13F | Friday Financial | 92 542 | 5,53 | 4 652 | 6,62 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 36 557 | 17,92 | 1 838 | 18,82 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 68 950 | 6,79 | 3 466 | 7,61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 082 483 | 79,28 | 205 226 | 80,61 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 27 391 | 15 918,13 | 1 377 | 17 100,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 46 848 | 3,08 | 2 355 | 3,88 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 95 820 | 4 817 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 14 974 | 2,54 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24 548 | 220,22 | 1 234 | 223,04 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 133 039 | 6 688 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 2 265 | 0,18 | 114 | 3,67 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5 170 | 260 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 698 | 11,12 | 236 | 12,38 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 60 965 | 3 065 | ||||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 213 388 | 808,30 | 10 727 | 815,27 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 87 714 | 2,42 | 4 409 | 3,18 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 22 056 | 15,96 | 1 109 | 16,75 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 82 976 | 71,59 | 4 171 | 72,93 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 10 673 | 10,34 | 537 | 11,20 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 12 374 | 73,38 | 622 | 74,72 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 7 135 | 0,18 | 359 | 0,85 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8 429 | 424 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 977 328 | 0,49 | 49 130 | 1,24 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 66 550 | 84,38 | 3 345 | 85,73 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 17 388 | 0,01 | 874 | 0,81 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 547 | 21,02 | 28 | 22,73 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 4 443 | 0,68 | 223 | 1,36 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 88 073 | 16,99 | 4 427 | 17,86 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4 002 | 201 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 474 028 | 23,79 | 23 779 | 24,45 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 97 191 | 0,09 | 4 886 | 0,83 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 932 999 | 10,40 | 197 712 | 11,22 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 109 599 | 142,33 | 5 510 | 144,19 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 27 239 | 17,73 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 202 268 | 13,34 | 10 168 | 14,20 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 199 893 | 2,62 | 9 995 | 2,82 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 4 014 | 202 | ||||||
| 2025-08-13 | 13F | Boston Family Office Llc | 250 836 | 10,09 | 13 | 9,09 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 21 612 | 0,12 | 1 086 | 0,84 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 45 722 | 2,11 | 2 298 | 2,86 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 64 838 | 0,57 | 3 259 | 1,31 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 70 166 | 147,27 | 3 527 | 149,26 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 53 089 | 24,78 | 2 656 | 26,25 | ||||
| 2025-09-03 | 13F | American Trust | 6 060 | 305 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 696 | 0,29 | 35 | 3,03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25 836 915 | 39,18 | 1 298 822 | 40,21 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 317 932 | 3,03 | 15 982 | 3,80 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 31 593 | 469,45 | 1 588 | 475,36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8 400 | 422 | |||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 145 119 | 7 295 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 466 938 | 3,77 | 23 463 | 4,49 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 12 244 | 3,61 | 615 | 4,41 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 140 880 | 5,90 | 7 082 | 6,69 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 420 776 | 2,44 | 21 152 | 3,88 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 570 | 78,60 | 129 | 81,69 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 3 011 | 151 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 13 689 | 688 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5 047 | 254 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 265 | 1 938,46 | 0 | |||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 26 540 | 13,73 | 1 334 | 14,60 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5 896 | 6,45 | 296 | 7,25 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 110 578 | 352,04 | 5 559 | 355,57 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 38 335 | 2,15 | 1 927 | 6,05 | ||||
| 2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 44 853 | 0,72 | 2 255 | 1,44 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 600 944 | 6,97 | 30 209 | 7,76 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 261 182 | 16,31 | 13 130 | 17,17 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 45 265 | 5,58 | 2 275 | 6,36 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 2 838 | 143 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 4 413 | 0,11 | 222 | 0,91 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 85 037 | 26,94 | 4 275 | 27,89 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 226 793 | 7,18 | 11 401 | 7,96 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 802 876 | 7,68 | 40 361 | 8,47 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 38 608 | 4,96 | 1 941 | 5,66 | ||||
| 2025-07-15 | 13F | Maseco Llp | 27 811 | 1 398 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 187 964 | 4,70 | 9 | 12,50 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 80 582 | 3,76 | 4 051 | 4,52 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 305 470 | 273,29 | 15 356 | 276,07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 31 255 | 2,69 | 1 571 | 3,49 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 9 632 | 0,60 | 484 | 1,47 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6 137 765 | 2,30 | 308 545 | 3,06 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 12 618 | 2,92 | 630 | 6,07 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 18 460 | 28,60 | 928 | 29,61 | ||||
| 2025-08-08 | 13F | Creative Planning | 380 854 | 2,87 | 19 146 | 3,63 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 257 351 | 0,35 | 12 937 | 1,10 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 697 461 | 3 242,25 | 35 061 | 3 268,01 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22 162 | 14,64 | 1 | |||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | 96 688 | 4 861 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4 891 | 246 | ||||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8 144 | 0,06 | 409 | 0,74 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 9 556 | 480 | ||||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 92 343 | 2,62 | 4 642 | 3,39 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 276 304 | 2,15 | 13 771 | 2,11 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 190 449 | 2,52 | 9 574 | 3,27 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16 451 | 18,64 | 827 | 19,54 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 557 845 | 73,84 | 28 043 | 75,13 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 45 055 | 13,94 | 2 265 | 14,75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 63 018 | 59,52 | 3 168 | 60,68 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 1 537 781 | 1,37 | 77 292 | 2,02 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 546 | 6,40 | 530 | 7,29 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 16 048 | 0,15 | 807 | 0,88 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 59 821 | 0,76 | 2 992 | 0,71 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 13 174 | 69,35 | 662 | 70,62 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 30 915 | 3,60 | 1 554 | 4,37 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 086 690 | 13,45 | 54 628 | 14,29 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 468 427 | 4,52 | 23 548 | 5,29 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 14 497 | 0,88 | 1 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 376 151 | 9,56 | 18 909 | 10,38 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 5 068 | 255 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 11 564 | 581 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 58 490 | 1 648,58 | 2 940 | 1 726,09 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 26 550 | 8,51 | 1 335 | 9,34 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 31 544 | 53,96 | 1 586 | 55,09 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 49 675 | 11,41 | 2 497 | 12,28 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 295 521 | 4,21 | 14 856 | 4,98 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 24 662 | 1,72 | 1 240 | 2,48 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 299 674 | 30,87 | 15 | 36,36 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 61 059 | 14,61 | 3 069 | 15,46 |
