Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF inkluderer Westerkirk Capital Inc., Kingstone Capital Partners Texas, LLC, IRGPX - Voya Retirement Growth Portfolio Class ADV, TLT Family Holdco ULC, IRMGX - Voya Retirement Moderate Growth Portfolio Class ADV, Midwest Trust Co, IRMPX - Voya Retirement Moderate Portfolio Class ADV, TBFG - The Brinsmere Fund - Growth ETF, Tribridge Partners Financial LLC, Continuum Wealth Advisors, Llc, Gladwyn Financial Advisors, Inc., rebel Financial LLC, Retirement Guys Formula Llc, IRCAX - Voya Retirement Conservative Portfolio Class ADV, Compass Wealth Management, LLC/GA, Wealth Advisory Team LLC, Blueprint Financial Advisors LLC, Worth Asset Management, LLC, GKV Capital Management Co., Inc., og Gamco Investors, Inc. Et Al .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 376 351 | 153,52 | 18 614 | 177,08 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 29 224 | 2,32 | 1 451 | 21,22 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 83 | 4 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 4 185 | 207 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 680 576 | 4,91 | 83 121 | 14,64 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 29 936 | 260 | ||||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 309 493 | 2,40 | 15 308 | 11,90 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 663 734 | 8,58 | 32 828 | 18,65 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 448 601 | 6,28 | 22 188 | 16,13 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 2 889 057 | 0,48 | 142 893 | 9,80 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2 907 | 42,71 | 144 | 57,14 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 95 551 | 9,22 | 4 726 | 19,35 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 64 646 | 5,42 | 3 197 | 15,21 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 29 288 | 1 449 | ||||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 9 399 | 1,13 | 465 | 10,48 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 805 610 | 9,41 | 39 845 | 19,56 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 207 057 | 3,09 | 10 241 | 12,66 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 179 803 | 2,23 | 8 893 | 11,72 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 61 562 | 443,74 | 3 045 | 494,53 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 282 212 | 0,43 | 13 958 | 9,75 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 10 530 | 11,71 | 521 | 22,07 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 37 774 | 0,49 | 1 868 | 9,82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 286 766 | 19,13 | 14 183 | 30,18 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 34 761 | 0,28 | 1 719 | 9,63 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 10 558 | 0,19 | 522 | 9,66 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 411 319 | 329,48 | 20 344 | 369,38 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1 128 365 | 3 104,22 | 55 809 | 3 403,33 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 28 901 | 0,08 | 1 429 | 9,33 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 107 616 | 1,63 | 5 323 | 11,06 | ||||
| 2025-08-12 | 13F | Ensign Peak Advisors, Inc | 86 918 | 4 299 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 652 895 | 2,75 | 32 292 | 12,29 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 75 768 | 3 747 | ||||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 1 310 716 | 46,17 | 64 828 | −12,55 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 113 707 | 3,56 | 5 624 | 13,16 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 112 776 | 0,96 | 5 578 | 10,33 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2 697 697 | 6,78 | 133 428 | 16,69 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 10 163 | 4,21 | 503 | 13,83 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 59 970 | 8,14 | 2 966 | 18,21 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 973 | 92,68 | 0 | |||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 9 280 | 459 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 35 781 | 12,61 | 1 770 | 23,02 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 316 007 | 3,79 | 15 630 | 13,43 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 4 378 | 4,44 | 216 | 14,29 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3 910 | 13,66 | 193 | 24,52 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 122 050 | 0,39 | 6 037 | 9,71 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 4 669 | 2,62 | 231 | 12,20 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 14 680 | 50,06 | 726 | 64,25 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 162 688 | 4,64 | 8 047 | 14,35 | ||||
| 2025-07-28 | 13F | Essex LLC | 18 886 | 20,48 | 934 | 31,73 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 564 719 | 0,61 | 27 931 | 9,95 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 43 167 | 12,23 | 2 135 | 22,70 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 17 541 | 58,11 | 868 | 72,71 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 179 429 | 53,68 | 8 875 | 67,94 | ||||
| 2025-08-26 | NP | IRGPX - Voya Retirement Growth Portfolio Class ADV | 708 749 | 35 055 | ||||||
| 2025-08-05 | 13F | Lincoln National Corp | 2 144 527 | 8,60 | 106 068 | 18,68 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 984 182 | 21,76 | 48 678 | 33,06 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 895 | 3,73 | 242 | 13,62 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 26 345 | 0,22 | 1 329 | 11,69 | ||||
| 2025-07-23 | NP | VTUFX - Voya Target Retirement 2065 Fund Class R6 | 18 417 | 7,31 | 866 | 12,78 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 47 | 6,82 | 2 | 100,00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 270 | 18 042,86 | 63 | −57,24 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 6 577 | 0,31 | 325 | 9,80 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 281 483 | 0,67 | 13 901 | 11,41 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 894 697 | 1,05 | 44 252 | 10,43 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 10 488 | 519 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 110 193 | 0,25 | 153 830 | 9,55 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 52 478 | 5,87 | 2 596 | 15,69 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 157 066 | 179,36 | 7 769 | 205,35 | ||||
| 2025-08-06 | 13F | Smh Capital Advisors Inc | 7 736 | 0,06 | 383 | 9,46 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6 493 | 23,04 | 321 | 34,87 | ||||
| 2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 120 082 | 45,15 | 5 939 | 58,63 | ||||
| 2025-08-14 | 13F | Jasper Ridge Partners, L.P. | 6 256 903 | 85,90 | 309 466 | 103,15 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 41 350 | 157,63 | 2 045 | 181,68 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 348 337 | 13,65 | 17 229 | 24,19 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 6 900 | 341 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 23 644 | 10,95 | 1 169 | 21,27 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 29 392 | 8,87 | 1 454 | 19,00 | ||||
| 2025-08-26 | NP | IRCAX - Voya Retirement Conservative Portfolio Class ADV | 103 400 | 5 114 | ||||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 6 475 | 0,06 | 320 | 14,29 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 142 888 | 1,22 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3 768 561 | 20,93 | 186 393 | 32,15 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 19 222 | 39,68 | 951 | 52,73 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 4 693 | 0,30 | 232 | 9,95 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 755 400 | 424,26 | 37 362 | 472,95 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4 951 | 250 | ||||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 665 236 | 2,08 | 32 903 | 11,55 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 156 263 | 1 112,09 | 7 729 | 1 225,56 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 32 481 | 7,79 | 1 607 | 17,83 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 14 378 | 38,90 | 711 | 51,92 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 352 | 17 | ||||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 39 881 | 51,17 | 1 973 | 65,30 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 086 225 | 3,61 | 103 185 | 13,23 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 822 | 41 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 195 957 | 3,29 | 9 692 | 12,88 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 112 340 | 3,02 | 5 556 | 12,58 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 786 | 269,01 | 39 | 322,22 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 6 754 | 2,33 | 334 | 12,08 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 14 899 | 25,49 | 737 | 37,06 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 35 203 | 36,11 | 1 741 | 48,80 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 570 | 28 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 17 260 | 0,66 | 854 | 9,92 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 40 898 | 5,22 | 2 023 | 14,95 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 91 782 | 1,03 | 4 540 | 10,41 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 18 027 | 1 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 66 215 | 33,93 | 3 | 50,00 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 531 | 50,42 | 26 | 73,33 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 49 784 | 2,60 | 2 462 | 12,11 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 30 736 | 8,43 | 1 520 | 18,56 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 182 524 | 6,27 | 9 028 | 16,13 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 142 610 | 4,14 | 7 054 | 13,79 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 262 298 | 0,65 | 12 973 | 9,99 | ||||
| 2025-08-29 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 97 445 | 256,47 | 4 820 | 289,57 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 159 049 | 9,15 | 7 867 | 19,27 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 22 916 | 1,87 | 1 133 | 11,30 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 15 238 | 18,36 | 754 | 29,38 | ||||
| 2025-05-06 | 13F | Poplar Forest Capital LLC | 7 589 | 343 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 17 607 | 75,96 | 871 | 92,48 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 4 518 | 223 | ||||||
| 2025-08-08 | 13F | Hudock, Inc. | 610 640 | 7,69 | 30 202 | 17,68 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 36 877 | 29,20 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 21 030 | 1,90 | 1 040 | 11,35 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 24 973 | 1,33 | 1 235 | 10,76 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 67 695 | 1,90 | 3 348 | 11,38 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 147 307 | 2,69 | 7 286 | 12,22 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 29 336 | 2,87 | 1 451 | 12,40 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 300 | 15 | ||||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 115 407 | 3,17 | 5 708 | 12,76 | ||||
| 2025-08-05 | 13F | South Dakota Investment Council | 14 033 302 | 0,05 | 694 | 9,46 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 49 349 | 7,92 | 2 441 | 17,93 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 763 | 0,07 | 137 | 9,68 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 17 839 | 882 | ||||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 447 742 | 10,60 | 22 145 | 20,86 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 61 | 3 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 406 384 | 138,88 | 20 100 | 161,06 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 15 384 | 2,30 | 761 | 11,76 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 658 374 | 3,56 | 82 023 | 13,17 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 5 308 | 16,84 | 263 | 27,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 353 944 | 3,19 | 17 506 | 12,77 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 13 359 | 5,09 | 661 | 14,78 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 34 281 | 12,06 | 1 696 | 22,47 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 116 448 | 38,48 | 5 760 | 55,52 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 8 601 | 1,21 | 425 | 10,68 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 132 650 | 6,64 | 6 561 | 16,54 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 204 282 | 10 104 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 782 342 | 1,36 | 39 | 11,76 | ||||
| 2025-07-18 | 13F | Community Bank & Trust, Waco, Texas | 4 707 | 5,61 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 788 923 | 6,45 | 138 | 16,10 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 351 683 | 0,70 | 17 394 | 10,05 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 19 531 | 0,77 | 966 | 10,15 | ||||
| 2025-08-14 | 13F | Obsido Oy | 161 334 | 1,66 | 7 980 | 11,10 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 195 806 | 6,56 | 10 | 12,50 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 331 984 | 2,56 | 16 420 | 12,08 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 47 800 | 723,85 | 2 364 | 834,39 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 343 821 | 14,28 | 17 005 | 24,89 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 104 743 | 0,25 | 5 181 | 9,56 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 8 375 | 84,84 | 414 | 101,95 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 489 832 | 9,70 | 24 227 | 19,89 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8 291 | 410 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 76 030 | 11,17 | 3 761 | 21,49 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 60 112 | 4,06 | 2 973 | 19,16 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 49 757 | 2,72 | 2 339 | 11,49 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 288 458 | 0,16 | 14 267 | 9,46 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 395 006 | 7,71 | 19 537 | 21,74 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 21 206 | 0,23 | 1 049 | 9,51 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 11 573 | 2,62 | 572 | 15,32 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 177 864 | 0,33 | 8 797 | 9,65 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 585 136 | 11,22 | 28 941 | 21,54 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 949 158 | 24,09 | 46 945 | 35,60 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1 523 830 | 75 369 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 124 879 | 19,88 | 6 177 | 31,01 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 778 | 14,86 | 88 | 26,09 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 98 952 | 0,19 | 4 894 | 9,51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13 246 257 | 104,64 | 650 661 | 122,09 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 4 345 | 13,77 | 215 | 24,42 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 51 204 | 2 533 | ||||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 26 405 | 0,11 | 1 306 | 9,39 | ||||
| 2025-08-12 | 13F | Ade, Llc | 10 551 | 0,75 | 522 | 10,15 | ||||
| 2025-07-21 | 13F | Stash Investments, LLC | 277 032 | 3,95 | 13 702 | 13,61 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 31 517 | 1 559 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 108 791 | 0,17 | 5 381 | 9,46 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 51 315 | 4,51 | 2 538 | 14,22 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 88 398 | 8,77 | 4 372 | 28,82 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 8 633 | 427 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 15 594 | 57,39 | 1 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6 895 | 4,84 | 341 | 14,81 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 6 871 | 0,56 | 340 | 9,71 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 32 891 | 0,15 | 1 627 | 9,42 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 34 401 | 2,66 | 1 701 | 12,20 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 13 940 | 27,84 | 689 | 39,76 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 18 833 | 5,02 | 931 | 14,80 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 16 526 | 2,72 | 817 | 12,23 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 6 615 | 0,44 | 327 | 9,73 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 12 517 | 0,23 | 619 | 9,56 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 189 500 | 3,27 | 9 | 12,50 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 972 070 | 8,33 | 48 079 | 18,38 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 6 351 | 0,02 | 314 | 9,41 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 702 638 | 5,64 | 31 801 | 8,57 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 37 564 | 96,81 | 1 858 | 115,18 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 5 846 | 0,81 | 289 | 10,31 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 12 485 | 16,57 | 618 | 27,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9 444 710 | 13,68 | 466 816 | 24,41 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 4 152 | 205 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 189 716 | 12,74 | 9 383 | 23,20 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 154 | 17,56 | 8 | 40,00 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 70 981 | 373,11 | 3 511 | 416,94 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 27 516 | 35,29 | 1 | |||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 373 034 | 21,92 | 16 563 | 16,23 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 16 005 | 4,48 | 792 | 14,14 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 185 200 | 1,19 | 9 160 | 8,79 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 63 085 | 0,15 | 3 120 | 9,47 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 272 319 | 117,24 | 13 469 | 137,15 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 6 997 | 0,11 | 346 | 9,49 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 8 482 | 0,35 | 420 | 9,69 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 7 285 | 8,81 | 360 | 18,81 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 28 707 | 23,38 | 1 420 | 34,76 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 21 892 | 1,87 | 1 | |||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 4 257 | 211 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 17 368 | 3,65 | 859 | 13,32 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 498 530 | 29,64 | 24 657 | 41,67 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 32 696 | 4,84 | 1 617 | 14,60 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 5 630 | 278 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 4 582 | 227 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 12 906 | 21,46 | 638 | 32,92 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 140 773 | 47,25 | 6 963 | 60,93 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 41 014 | 3,48 | 2 029 | 13,11 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 52 375 | 13,56 | 2 595 | 28,15 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 46 651 | 2,94 | 2 317 | 12,92 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 11 054 | 22,33 | 547 | 33,82 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 15 539 | 1,96 | 769 | 11,47 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 11 983 | 19,00 | 593 | 30,11 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 23 631 | 0,25 | 1 169 | 9,57 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 51 237 | 11,84 | 2 534 | 22,24 | ||||
| 2025-07-16 | 13F | First American Bank | 22 364 | 1,34 | 1 106 | 10,82 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 725 631 | 1,79 | 35 890 | 11,23 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5 256 | 260 | ||||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 192 722 | 2,86 | 9 532 | 12,41 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1 415 | 0,21 | 70 | 9,52 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 198 358 | 42,32 | 10 158 | 61,43 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 4 727 | 0,02 | 234 | 9,39 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 54 879 | 2 714 | ||||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 60 512 | 5,22 | 2 993 | 14,99 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 26 606 | 0,29 | 1 204 | 3,08 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 9 597 | 0,08 | 475 | 9,47 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1 029 957 | 19,25 | 46 616 | 22,55 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 10 646 | 1,63 | 527 | 10,97 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1 033 | 10,96 | 51 | 21,43 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 3 169 | 16,72 | 157 | 27,87 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 86 774 | 2,09 | 4 292 | 11,57 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 7 924 | 0,66 | 392 | 9,83 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 215 448 | 0,72 | 10 656 | 10,06 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 703 | 23 333,33 | 35 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 280 746 | 14 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 133 446 | 7,28 | 6 601 | 17,25 | ||||
| 2025-07-17 | 13F | City Holding Co | 36 354 | 4,90 | 1 798 | 14,60 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 306 | 35,40 | 15 | 50,00 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 13 581 | 9,24 | 672 | 19,40 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 10 040 | 19,79 | 497 | 30,87 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 31 550 | 4,96 | 1 560 | 14,71 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 105 496 | 1,16 | 5 218 | 10,55 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3 043 986 | 47,88 | 151 590 | 57,33 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 5 334 | 11,36 | 264 | 21,76 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 48 637 | 3 886,64 | 2 406 | 4 272,73 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 3 359 722 | 183,15 | 165 937 | 208,64 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 691 596 | 5 026,73 | 34 206 | 5 507,54 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 61 548 | 0,02 | 3 044 | 9,30 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7 672 | 13,52 | 379 | 24,26 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 310 699 | 5,61 | 15 367 | 15,41 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 197 919 | 9 789 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 28 687 | 0,27 | 1 419 | 4,80 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 42 193 | 21,58 | 2 087 | 32,87 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 107 470 | 5 315 | ||||||
| 2025-07-21 | 13F | Quent Capital, LLC | 11 425 | 5,65 | 565 | 15,54 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 121 727 | 16,88 | 6 021 | 27,73 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 87 030 | 1,74 | 4 304 | 12,49 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 6 373 | 1,35 | 315 | 10,92 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 8 547 | 0,18 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 515 193 | 0,18 | 25 481 | 9,47 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 35 631 | 2 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 1 223 172 | 0,95 | 60 498 | 10,32 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 422 246 | 13,25 | 20 884 | 23,76 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 403 180 | 8,71 | 168 223 | 18,68 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 190 318 | 2,25 | 9 413 | 11,74 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 478 395 | 13,41 | 23 661 | 23,93 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 57 963 | 6,26 | 2 867 | 16,13 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 373 980 | 8,53 | 67 916 | 26,25 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 650 556 | 3,26 | 29 444 | 6,12 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 25 642 | 5,29 | 1 268 | 15,06 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 15 125 | 2,31 | 748 | 11,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 011 662 | 7,27 | 791 937 | 17,23 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 10 274 | 4,47 | 1 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 157 027 | 23,06 | 7 767 | 34,48 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 5 950 | 3,10 | 294 | 12,64 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 279 522 | 1,00 | 13 825 | 10,37 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 4 424 | 219 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 9 469 | 0,03 | 468 | 9,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 170 708 | 6,06 | 156 823 | 15,91 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 178 435 | 26,44 | 8 826 | 38,17 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 11 090 | 1 | ||||||
| 2025-07-09 | 13F | Berkshire Bank | 4 173 | 206 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 40 138 | 1 985 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 45 711 | 4,21 | 2 261 | 13,85 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 24 783 | 9,10 | 1 226 | 19,16 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 615 920 | 1,97 | 30 463 | 11,43 | ||||
| 2025-07-29 | NP | JHODX - 2070 Lifetime Blend Portfolio Class R6 | 106 | 5 | ||||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 4 634 | 229 | ||||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 104 514 | 8,46 | 5 169 | 18,53 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 14 977 | 9,32 | 741 | 19,35 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 442 935 | 0,09 | 21 908 | 9,38 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 194 | 0,52 | 10 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 72 341 | 6,39 | 3 578 | 16,25 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 2 499 183 | 3,03 | 123 610 | 12,60 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 211 172 | 101,07 | 10 445 | 119,73 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 20 971 | 100,10 | 993 | 109,49 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 8 155 | 403 | ||||||
| 2025-07-29 | NP | JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 | 72 663 | 7,05 | 3 415 | 12,48 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 68 549 | 7,90 | 3 390 | 17,91 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 089 517 | 5,95 | 53 888 | 15,78 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 11 684 | 1,30 | 529 | 4,14 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 62 813 | 0,19 | 3 107 | 9,52 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 81 960 | 7,73 | 4 054 | 17,72 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 133 676 | 1,54 | 6 612 | 10,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 42 922 654 | 0,49 | 2 122 954 | 9,82 | ||||
| 2025-05-12 | 13F | Ccm Investment Group, Llc | 1 263 963 | 4,13 | 57 270 | 6,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 778 900 | 17,30 | 38 524 | 28,19 | |||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 93 272 | 49,57 | 4 613 | 56,43 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 76 | 7 500,00 | 4 | |||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 311 047 | 14,24 | 15 384 | 24,85 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 95 804 | 13,83 | 4 738 | 24,39 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 33 357 | 54,36 | 1 657 | 80,39 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 35 740 | 7,44 | 1 768 | 17,41 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 227 485 | 23,01 | 11 251 | 34,42 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 471 266 | 4,56 | 23 309 | 14,26 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 195 709 | 35,81 | 9 680 | 48,41 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 64 372 | 2,21 | 3 184 | 11,68 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 16 609 | 0,03 | 821 | 9,32 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 175 235 | 13,55 | 8 667 | 24,10 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 80 049 | 14,04 | 3 959 | 24,65 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 24 745 | 75,41 | 1 224 | 81,45 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 108 815 | 5 373 | ||||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 21 313 | 4,92 | 1 054 | 14,69 | ||||
| 2025-08-12 | 13F | Main Management LLC | 51 904 | 5,32 | 3 | 0,00 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 87 140 | 100,00 | 4 096 | 110,22 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 141 150 | 14,16 | 6 981 | 24,75 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 218 172 | 23,61 | 9 874 | 27,05 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 194 884 | 1,26 | 9 639 | 10,65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 28 784 | 5,25 | 1 | 0,00 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 40 492 | 0,90 | 2 003 | 10,24 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 198 599 | 5,12 | 9 862 | 15,35 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 19 966 | 4,29 | 988 | 13,97 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 13 426 | 5,01 | 664 | 14,88 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 173 150 | 10,81 | 8 564 | 21,08 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3 623 | 0,69 | 179 | 10,49 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 10 182 | 29,76 | 504 | 41,69 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 218 076 | 2,14 | 10 786 | 11,62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 572 342 | 5,25 | 28 308 | 15,02 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 285 917 | 3,55 | 14 141 | 13,16 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9 113 | 28,50 | 451 | 40,19 | ||||
| 2025-08-13 | 13F | ESG Planning | 24 141 | 1 194 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 17 770 | 4,99 | 879 | 14,62 | ||||
| 2025-07-31 | 13F | Mcdaniel Terry & Co | 4 078 | 202 | ||||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1 405 525 | 6,93 | 69 517 | 16,85 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 908 275 | 18,96 | 44 923 | 30,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 124 525 | 0,50 | 6 159 | 9,84 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 250 151 | 4,91 | 12 810 | 19,00 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 82 827 | 4 097 | ||||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 8 842 | 51,35 | 437 | 65,53 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 69 195 | 0,93 | 3 422 | 10,32 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 10 620 | 1,02 | 525 | 10,53 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 48 020 | 37,91 | 2 375 | 47,88 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 771 | 14,73 | 38 | 26,67 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 109 125 | 1,11 | 54 846 | 10,49 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 428 340 | 10,25 | 21 186 | 20,48 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 14 343 | 17,54 | 709 | 28,44 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 208 157 | 4,09 | 10 295 | 13,76 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 78 646 | 10,38 | 3 890 | 20,63 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 4 755 | 235 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 42 728 | 5,26 | 2 113 | 15,02 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 21 948 | 1 086 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 6 600 | 21,41 | 326 | 32,52 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 48 685 | 2 408 | ||||||
| 2025-07-11 | 13F | WealthBridge Investment Counsel Inc. | 118 450 | 5,93 | 6 | 0,00 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 324 224 | 2,32 | 16 036 | 11,82 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 447 399 | 0,00 | 22 128 | 9,28 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 126 800 | 6 272 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 38 807 | 0,76 | 1 919 | 10,10 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 516 560 | 4,13 | 25 549 | 13,80 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 8 210 | 1,91 | 406 | 11,54 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 74 185 538 | 4,50 | 3 669 217 | 14,20 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 465 603 | 3,30 | 23 | 15,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1 045 607 | 1,52 | 51 716 | 10,94 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 25 136 | 205,57 | 1 243 | 234,14 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 11 131 | 10,72 | 551 | 20,88 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 86 965 | 45,61 | 4 301 | 59,12 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 14 385 | 711 | ||||||
| 2025-07-09 | 13F | Sarasin & Partners LLP | 86 531 | 46,78 | 4 280 | 60,38 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 64 570 | 603,45 | 3 194 | 669,40 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 49 226 | 9,88 | 2 435 | 20,08 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 9 615 | 4,47 | 476 | 14,18 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 77 957 | 0,37 | 3 856 | 9,67 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 19 301 | 8,70 | 955 | 18,80 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 137 689 | 287,71 | 6 810 | 323,77 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 267 242 | 2,13 | 13 218 | 11,61 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 47 273 | 116,78 | 2 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 498 076 | 52,72 | 24 635 | 71,52 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 617 | 26,43 | 31 | 36,36 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 721 073 | 0,92 | 35 664 | 10,29 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 9 628 | 7,93 | 476 | 18,11 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 516 | 12,32 | 124 | 22,77 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 10 078 | 0,44 | 498 | 9,69 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 19 822 | 9,01 | 980 | 19,22 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 399 412 | 29,78 | 19 755 | 41,82 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 63 114 | 2,41 | 3 122 | 11,90 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 44 710 | 1,98 | 2 211 | 11,44 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 68 574 | 0,96 | 3 392 | 10,31 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 5 142 | 7,33 | 254 | 17,59 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 101 658 | 183,20 | 5 028 | 209,61 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 78 065 | 4,11 | 3 861 | 13,79 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 59 559 | 0,26 | 2 946 | 9,56 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 128 038 | 6 333 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 261 800 | 27,58 | 12 949 | 39,42 | |||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 20 231 | 1 001 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 400 | 28,21 | 69 | 40,82 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 132 356 | 4,09 | 6 546 | 13,74 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 27 538 | 1 362 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 447 | 22 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 706 750 | 3,41 | 34 956 | 13,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17 096 842 | 8,92 | 855 184 | 20,37 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 10 091 | 6,10 | 499 | 16,05 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 145 912 | 16,09 | 7 217 | 26,86 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 90 894 | 4 496 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 53 300 | 2 636 | ||||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 4 140 | 205 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 6 621 | 1,67 | 327 | 11,22 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8 056 | 3,60 | 398 | 16,37 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 1 213 332 | 2,69 | 60 011 | 12,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 15 | 1 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 180 | 100,00 | 9 | 100,00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 8 169 | 43,92 | 404 | 59,68 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 36 037 | 12,15 | 1 782 | 22,56 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 151 514 | 0,81 | 7 494 | 10,16 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 61 831 | 34,76 | 3 058 | 47,30 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 157 346 | 69,04 | 7 782 | 84,76 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 877 | 114,51 | 93 | 135,90 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 488 608 | 8,74 | 24 167 | 18,83 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 10 262 | 6,44 | 508 | 16,28 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 160 616 | 1,16 | 7 944 | 10,55 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3 036 | 9,56 | 150 | 20,00 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 628 | 0,06 | 81 | 9,59 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 27 771 | 116,08 | 1 374 | 136,32 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 20 679 | 0,14 | 1 023 | 9,42 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 019 284 | 232,41 | 50 414 | 263,26 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 234 934 | 7,49 | 11 620 | 17,46 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 1 395 | 210 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 99 602 | 2,74 | 4 926 | 12,29 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 221 569 | 1,86 | 10 959 | 11,31 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 421 259 | 17,92 | 20 835 | 28,87 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 26 042 | 0,65 | 1 288 | 9,99 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 39 | 2 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 44 560 | 9,40 | 2 203 | 19,53 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 6 018 | 18,19 | 298 | 31,42 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 938 667 | 9,72 | 293 726 | 19,90 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 170 108 | 38,89 | 8 414 | 51,78 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 12 665 | 42,14 | 626 | 68,28 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 53 916 | 1,76 | 2 667 | 11,22 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 40 902 | 10,92 | 2 028 | 30,59 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 602 | 21,13 | 30 | 31,82 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 292 825 | 7,12 | 14 483 | 17,07 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 4 586 | 227 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23 340 | 8,28 | 1 154 | 18,36 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 606 | 46,00 | 79 | 61,22 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 56 699 | 0,16 | 2 838 | 10,77 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 10 300 | 509 | |||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 713 188 | 11,45 | 32 315 | 4,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 112 824 327 | 3,48 | 5 580 291 | 13,08 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 12 977 | 642 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 11 946 | 0,11 | 591 | 6,31 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 27 008 | 11,66 | 1 336 | 22,03 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 12 754 | 0,35 | 631 | 9,57 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 10 357 | 2,47 | 469 | 5,17 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 100 | 5 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 6 923 | 1,15 | 342 | 10,68 | ||||
| 2025-08-29 | NP | GLRBX - James Balanced: Golden Rainbow Fund Retail Class | 27 506 | 1 360 | ||||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 40 510 | 1 833 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 7 100 | 17,63 | 351 | 28,57 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 90 310 | 0,46 | 4 466 | 9,78 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 57 422 | 2,17 | 2 840 | 11,68 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 15 312 | 40,19 | 763 | 75,17 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4 751 | 235 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 58 466 | 2 892 | ||||||
| 2025-08-13 | 13F | Boston Family Office Llc | 10 817 | 2,15 | 1 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 56 707 | 68,89 | 2 805 | 84,60 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 113 749 | 5 626 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 6 672 | 0,17 | 330 | 9,63 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 522 | 13,97 | 26 | 25,00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 8 181 | 12,89 | 405 | 23,55 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 112 512 | 9,30 | 252 865 | 19,44 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 183 091 | 2,54 | 9 056 | 12,05 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 52 981 | 2,22 | 2 620 | 11,73 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 110 937 | 13,47 | 5 487 | 24,01 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 6 863 | 339 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 20 372 | 6,62 | 1 028 | 19,84 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 47 898 | 0,68 | 2 369 | 10,03 | ||||
| 2025-05-14 | 13F/A | Miramar Fiduciary Corp | 649 | 25 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 57 975 | 4,83 | 2 867 | 14,54 | ||||
| 2025-07-16 | 13F | American National Bank | 22 635 | 45,42 | 1 120 | 58,95 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 7 067 | 350 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 99 390 | 7,74 | 4 916 | 17,72 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 101 152 | 5 003 | ||||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 39 706 | 5,25 | 1 964 | 15,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 608 181 | 1,41 | 623 601 | 10,82 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 6 149 000 | 24,56 | 304 130 | 36,11 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 195 835 | 0,22 | 9 686 | 15,02 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 387 | 50,58 | 19 | 72,73 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 444 | 32,93 | 22 | 40,00 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 190 680 | 52,54 | 9 431 | 66,71 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 10 379 | 111,26 | 513 | 131,08 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 26 500 | 1 311 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 15 687 | 0,08 | 776 | 9,31 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10 076 | 6,28 | 498 | 16,08 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1 158 | 57 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 107 490 | 44,60 | 5 316 | 58,03 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 35 075 | 1 735 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 7 048 | 5,54 | 349 | 15,23 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 18 522 | 5,35 | 916 | 15,22 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 35 981 | 7,25 | 1 780 | 17,19 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 49 472 | 2,85 | 2 447 | 12,41 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 098 | 104 | ||||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 8 251 | 18,33 | 408 | 29,52 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 11 189 | 17,40 | 553 | 28,31 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 23 461 | 23,89 | 1 160 | 35,36 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 4 155 | 205 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 6 168 | 13,84 | 305 | 24,49 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 1 044 305 | 1,84 | 51 651 | 11,29 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 14 249 | 3,08 | 705 | 12,64 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 108 542 | 5,26 | 5 368 | 15,05 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 9 104 | 1,65 | 450 | 11,11 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 7 862 | 13,81 | 389 | 24,36 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 652 901 | 12,34 | 32 292 | 22,76 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 605 | 30 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 84 983 | 4 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3 426 755 | 6,63 | 169 487 | 16,53 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 14 057 | 3,76 | 695 | 13,38 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 212 941 | 1,66 | 10 530 | 11,09 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 62 620 | 22,59 | 3 095 | 33,92 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 9 996 | 17,81 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 12 752 | 5,83 | 630 | 15,41 | ||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 538 350 | 26 627 | ||||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 171 444 | 6,41 | 8 480 | 16,28 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 68 468 | 0,03 | 3 386 | 9,30 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 396 | 20 | ||||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 258 850 | 80,04 | 12 803 | 96,74 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 567 397 | 41,90 | 77 523 | 55,06 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 64 584 | 6,08 | 3 | 50,00 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 22 605 | 1 118 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 16 636 | 2,65 | 823 | 12,14 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6 026 | 17,70 | 0 | |||||
| 2025-07-14 | 13F | E&G Advisors, LP | 62 741 | 0,05 | 3 102 | 9,30 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 141 736 | 3,05 | 7 010 | 12,61 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 3 620 | 179 | ||||||
| 2025-08-26 | NP | IRMPX - Voya Retirement Moderate Portfolio Class ADV | 259 501 | 12 835 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 228 288 | 56,71 | 11 291 | 71,26 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 58 246 | 2,67 | 2 881 | 12,19 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 28 858 | 429,70 | 1 427 | 480,08 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 106 700 | 0,68 | 5 277 | 10,03 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 113 388 | 4,29 | 5 608 | 13,98 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 3 270 427 | 4,83 | 161 755 | 14,56 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10 722 | 10,71 | 530 | 21,00 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 27 283 | 6,62 | 1 349 | 16,49 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 27 972 | 12,14 | 1 383 | 22,61 | ||||
| 2025-07-29 | 13F | Parthenon Llc | 115 193 | 1,07 | 5 697 | 10,45 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6 116 | 302 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 13 149 | 15,24 | 650 | 25,97 | ||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 159 885 | 7 908 | ||||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 122 187 | 6 043 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 7 119 | 352 | ||||||
| 2025-08-13 | 13F | Wealthquest Corp | 5 064 | 0,92 | 250 | 10,13 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 7 186 | 0,03 | 355 | 9,23 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 7 | 0 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5 453 | 55,14 | 270 | 69,18 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 49 164 716 | 4,23 | 2 431 687 | 13,90 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 650 795 | 0,64 | 32 188 | 9,98 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 1 630 927 | 6,02 | 80 666 | 15,86 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 9 828 | 1,68 | 486 | 11,21 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 14 216 | 0,40 | 703 | 9,84 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 7 041 | 17,02 | 348 | 27,94 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 10 084 | 61,22 | 499 | 75,97 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 18 330 | 0,61 | 907 | 9,95 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 106 066 | 10,77 | 5 246 | 21,07 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 7 536 | 6,14 | 382 | 19,00 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 90 913 | 0,01 | 4 497 | 9,29 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 33 030 | 58,04 | 1 634 | 72,80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 37 996 | 2,03 | 1 947 | 13,67 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 7 135 | 121,10 | 353 | 141,10 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 22 617 | 1 119 | ||||||
| 2025-07-25 | 13F | Parker Financial LLC | 329 155 | 3,12 | 16 281 | 12,68 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 23 439 | 0,02 | 1 159 | 9,34 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 5 681 | 3,65 | 281 | 12,90 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 94 061 | 17,89 | 4 652 | 32,42 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 3 006 437 | 100,44 | 148 698 | 119,04 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 473 251 | 1,78 | 23 407 | 11,23 | ||||
| 2025-07-24 | 13F | Louisbourg Investments Inc. | 62 794 | 5,01 | 3 106 | 14,75 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 33 237 | 8,55 | 1 644 | 18,63 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 147 708 | 4,09 | 7 309 | 13,76 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 52 660 | 7,74 | 2 605 | 17,72 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 941 557 | 1,30 | 46 569 | 10,70 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 64 355 | 0,16 | 3 183 | 9,42 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 326 735 | 1,27 | 16 160 | 10,67 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 8 578 | 380,29 | 424 | 443,59 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 111 643 | 3,09 | 5 522 | 12,65 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 8 317 | 55,55 | 411 | 69,83 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 6 444 | 319 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 415 | 62,11 | 21 | 81,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 965 020 | 1,08 | 48 | 9,30 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 58 477 | 6,82 | 2 892 | 16,75 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 64 583 | 1,84 | 3 194 | 11,29 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 24 285 | 263,06 | 1 201 | 297,68 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 185 162 | 28,74 | 9 158 | 40,70 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 121 493 | 0,48 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 87 584 | 2,05 | 4 332 | 11,51 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 16 989 | 15,45 | 840 | 26,13 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 214 | 208 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 18 453 | 233,21 | 913 | 264,80 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 24 583 | 936,82 | 1 216 | 1 035,51 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 578 | 26 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 30 | 30,43 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 40 193 | 118,35 | 1 988 | 138,54 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 7 294 | 76,70 | 361 | 93,55 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 160 791 | 7,39 | 7 953 | 17,36 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6 523 340 | 2,56 | 322 644 | 12,08 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 11 982 | 0,04 | 593 | 9,23 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 14 849 | 4,03 | 734 | 13,62 | ||||
| 2025-07-09 | 13F | Emprise Bank | 9 958 | 493 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 339 284 | 0,04 | 412 461 | 9,32 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 388 | 0,07 | 69 | 9,68 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 694 413 | 2,31 | 34 346 | 11,80 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 333 059 | 0,48 | 16 | 6,67 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 104 436 | 49,60 | 5 165 | 63,50 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 8 686 | 0,33 | 430 | 9,72 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 135 291 | 2,75 | 6 691 | 12,28 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 091 | 6,20 | 104 | 15,73 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 10 030 | 6,92 | 498 | 15,58 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 494 544 | 0,15 | 24 460 | 9,45 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 103 482 | 2,24 | 5 118 | 25,07 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 16 822 | 0,29 | 832 | 9,62 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4 674 | 1,85 | 231 | 11,59 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 86 900 | 4 298 | ||||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 139 492 | 4,57 | 6 899 | 14,28 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 223 119 | 3,83 | 11 035 | 13,46 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 180 497 | 0,24 | 8 927 | 9,53 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 22 985 | 1,48 | 1 137 | 10,83 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1 464 836 | 3,94 | 72 | 14,29 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 75 149 | 2,10 | 3 717 | 11,56 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 9 125 | 1,72 | 451 | 11,91 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 900 333 | 6,07 | 44 530 | 15,91 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 688 033 | 1,04 | 34 168 | 10,40 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1 374 012 | 4,14 | 67 959 | 13,80 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 658 | 353,79 | 33 | 433,33 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 428 | 21 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 76 159 | 4,42 | 3 767 | 14,09 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 8 | 0 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 4 278 | 212 | ||||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 2 298 708 | 0,71 | 113 838 | 10,20 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 13 688 | 3,36 | 677 | 13,02 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 73 253 | 6,14 | 3 623 | 16,01 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 4 568 | 231 | ||||||
| 2025-08-14 | 13F | Wexford Capital Lp | 209 092 | 10 342 | ||||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 130 597 | 6 459 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 210 982 | 11,37 | 10 | 25,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 333 313 | 12,44 | 16 486 | 22,88 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 15 341 | 484,20 | 759 | 542,37 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 6 815 | 13,30 | 337 | 23,90 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 21 416 | 1,25 | 1 059 | 10,66 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 880 468 | 9,24 | 191 928 | 19,38 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 779 527 | 6,61 | 38 555 | 17,12 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 153 015 | 13,66 | 6 925 | 11 637,29 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 226 793 | 86,62 | 11 217 | 103,95 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 24 126 | 4,94 | 1 193 | 14,71 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13 177 456 | 1,29 | 651 738 | 10,69 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 282 684 | 0,36 | 13 982 | 9,68 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 819 916 | 0,19 | 40 553 | 9,48 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 23 911 | 13,56 | 1 183 | 118 100,00 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 13 232 | 0,28 | 654 | 9,55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 378 | 384,04 | 761 | 431,47 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 101 016 | 382,84 | 4 996 | 428,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 53 700 | 87,76 | 2 656 | 105,26 | |||
| 2025-07-10 | 13F | Wedmont Private Capital | 2 608 070 | 6,09 | 129 386 | 22,11 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 28 145 | 6,26 | 1 392 | 16,19 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 155 208 | 2,00 | 7 672 | 11,01 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 4 095 | 203 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 58 | 3 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 816 | 1,00 | 139 | 10,32 | ||||
| 2025-08-26 | NP | IRMGX - Voya Retirement Moderate Growth Portfolio Class ADV | 479 863 | 23 734 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 898 476 | 38 | ||||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 315 420 | 0,82 | 15 926 | 12,74 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 5 486 | 21,72 | 271 | 32,84 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 141 046 | 2,29 | 6 976 | 11,79 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 13 688 | 44,18 | 677 | 57,81 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 3 764 989 | 17,48 | 186 216 | 28,38 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 44 069 408 | 1,26 | 2 179 673 | 10,66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 271 169 | 12,95 | 13 412 | 23,43 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 580 | 29 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14 391 | 75,09 | 712 | 91,64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 90 300 | 188,50 | 4 466 | 215,40 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 215 382 | 0,97 | 10 653 | 10,33 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 210 864 | 3,41 | 10 429 | 13,01 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 385 194 | 6,71 | 19 040 | 16,55 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 28 021 | 1,13 | 1 386 | 10,45 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 12 139 | 0,01 | 600 | 9,29 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 7 128 | 1,95 | 353 | 11,39 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 63 756 | 0,74 | 3 153 | 10,09 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 45 349 | 1,83 | 2 243 | 11,27 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 653 298 | 21,58 | 32 312 | 32,86 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 2 502 | 2,54 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 483 | 16,67 | 24 | 27,78 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 916 | 36,27 | 95 | 49,21 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 9 895 | 3,66 | 499 | 15,28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 22 300 | 5,69 | 1 103 | 15,51 | |||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 423 | 4,70 | 21 | 11,11 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1 042 507 | 3,20 | 51 562 | 12,77 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 239 480 | 5,35 | 12 | 10,00 | ||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 377 829 | 1 758,11 | 17 097 | 1 795,34 | ||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 35 556 | 7,86 | 1 609 | 9,91 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 4 774 | 236 | ||||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 86 686 | 1,99 | 4 287 | 11,47 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 8 797 | 0,11 | 435 | 9,57 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 267 408 | 1,61 | 13 226 | 11,04 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26 181 | 1 295 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 64 993 | 133,08 | 3 | 200,00 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 36 727 | 1 817 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 708 151 | 14,49 | 84 | 25,37 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 4 171 | 206 | ||||||
| 2025-08-14 | 13F | Seven Mile Advisory | 14 959 | 0,08 | 740 | 9,32 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 8 933 | 34,13 | 442 | 53,66 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 135 761 | 24,70 | 6 715 | 36,27 | ||||
| 2025-07-28 | 13F | Td Asset Management Inc | 712 600 | 6,35 | 35 245 | 16,22 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 179 171 | 0,95 | 8 862 | 10,32 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 9 073 | 36,40 | 449 | 48,84 | ||||
| 2025-08-04 | 13F | Balentine LLC | 11 439 | 1,22 | 566 | 10,57 | ||||
| 2025-07-23 | 13F | Cohen Investment Advisors LLC | 14 954 | 4,13 | 740 | 13,87 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 46 341 | 112,98 | 2 292 | 132,93 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 197 720 | 2,73 | 9 779 | 12,27 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 36 195 | 0,06 | 1 790 | 18,54 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 7 168 | 12,92 | 355 | 23,34 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20 613 | 45,37 | 1 020 | 58,97 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 6 487 | 11,04 | 321 | 21,21 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 19 915 | 4,04 | 985 | 13,63 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 415 | 62,11 | 21 | 81,82 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 131 321 | 5,95 | 6 495 | 15,78 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 304 750 | 4 672,34 | 70 | −97,80 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 280 375 | 3,36 | 13 867 | 12,95 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 6 261 | 310 | ||||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 10 131 | 0,17 | 459 | |||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 181 213 | 1,42 | 8 963 | 10,82 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 3 337 | 8,41 | 165 | 18,71 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 7 477 | 0,42 | 370 | 9,50 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 22 886 | 6,43 | 1 132 | 16,24 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 90 372 | 2,74 | 4 470 | 12,26 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 10 237 | 451 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 2 166 641 | 21,10 | 107 162 | 32,33 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 166 827 | 8,39 | 8 251 | 18,46 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 214 088 | 43,27 | 10 589 | 56,56 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 53 982 | 29,59 | 2 670 | 41,59 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 218 091 | 1,39 | 10 787 | 10,80 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8 182 | 7,57 | 370 | 11,45 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 25 087 | 6,37 | 1 241 | 16,21 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 7 595 | 376 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 33 093 | 9,01 | 1 637 | 19,07 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 277 061 | 307 745,56 | 13 703 | 342 475,00 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 59 557 | 1,65 | 2 946 | 11,09 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 269 164 | 90,97 | 13 313 | 108,68 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 7 541 | 0,28 | 373 | 9,41 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 60 749 | 6,59 | 3 005 | 16,48 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 18 381 | 18,79 | 909 | 29,86 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 16 588 | 0,05 | 820 | 9,33 | ||||
| 2025-08-14 | 13F | RPTC Inc. | 221 235 | 0,21 | 10 942 | 9,51 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 52 062 | 28,53 | 3 | 100,00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 37 369 | 0,01 | 1 848 | 9,28 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 4 570 | 226 | ||||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 514 105 | 2,15 | 25 428 | 11,62 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 14 323 | 6,52 | 708 | 16,45 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 252 600 | 15,50 | 12 494 | 26,22 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 5 716 | 9,84 | 283 | 20,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 194 632 | 12,53 | 9 627 | 22,97 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 134 141 | 0,45 | 6 635 | 9,76 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 2 144 527 | 8,60 | 106 068 | 18,68 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 16 249 | 5,75 | 804 | 15,54 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 17 595 | 0,47 | 1 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 228 | 61 | ||||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 6 190 | 306 | ||||||
| 2025-08-15 | 13F | Orcam Financial Group | 29 274 | 6,18 | 1 448 | 16,04 | ||||
| 2025-08-28 | NP | DMCY - DEMOCRACY INTERNATIONAL FUND Shares | 17 233 | 10,33 | 852 | 20,68 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 1 388 750 | 0,49 | 68 688 | 9,81 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 26 955 | 0,28 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 527 027 | 0,37 | 26 586 | 11,87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 202 372 | 21,51 | 10 009 | 32,80 | ||||
| 2025-08-13 | 13F | Westerkirk Capital Inc. | 958 700 | 47 417 | ||||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 92 133 | 5,04 | 4 557 | 14,76 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 202 893 | 6,48 | 10 035 | 16,37 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 30 204 | 37,65 | 1 494 | 50,35 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 28 293 | 14,57 | 1 399 | 25,25 | ||||
| 2025-08-14 | 13F | Bank of Marin | 9 299 | 460 | ||||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 55 498 | 16,57 | 2 745 | 27,39 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 37 494 | 32,41 | 1 854 | 44,73 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 60 502 | 4,59 | 2 992 | 14,29 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 211 997 | 3,53 | 10 485 | 13,14 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 166 801 | 6,07 | 8 250 | 15,91 | ||||
| 2025-07-09 | 13F | Exchange Bank | 8 133 | 0,71 | 402 | 10,14 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 580 | 33,64 | 26 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 318 651 | 3,16 | 16 | 7,14 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 582 881 | 7,82 | 28 829 | 17,82 | ||||
| 2025-08-13 | 13F | Arrowstreet Capital, Limited Partnership | 494 297 | 24 448 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 48 817 | 3,20 | 2 414 | 12,80 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 136 975 | 3,22 | 6 775 | 12,81 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 260 603 | 12,00 | 12 889 | 22,40 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 148 145 | 0,33 | 7 327 | 9,65 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 2 732 837 | 5,46 | 135 166 | 15,24 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 20 539 | 2,86 | 1 016 | 12,40 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 381 238 | 0,13 | 18 856 | 9,43 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 277 657 | 19,80 | 13 733 | 30,92 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 172 044 | 9,66 | 8 509 | 19,83 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 16 854 | 2,03 | 834 | 11,51 | ||||
| 2025-08-01 | 13F | Fire Capital Management LLC | 62 938 | 47,60 | 3 113 | 61,33 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 62 843 | 20,22 | 3 108 | 31,42 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 174 659 | 14,92 | 58 099 | 25,59 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 159 522 | 9,93 | 7 890 | 20,13 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 9 539 | 124,39 | 472 | 145,31 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 141 952 | 125,32 | 7 021 | 146,23 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 108 964 | 1,11 | 5 389 | 10,50 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 10 848 | 3,00 | 537 | 12,61 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 10 389 | 7,09 | 514 | 16,86 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 21 542 | 1 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 108 960 | 5 389 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 542 772 | 8 535,72 | 76 306 | 9 343,69 | ||||
| 2025-07-23 | 13F | Cohen Capital Management, Inc. | 14 817 | 0,05 | 733 | 9,25 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 44 905 | 2,98 | 2 221 | 12,57 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 67 221 | 66,79 | 3 325 | 82,24 | ||||
| 2025-07-29 | NP | JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 | 197 961 | 0,72 | 9 304 | 5,84 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 108 842 | 0,48 | 5 383 | 9,81 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 9 346 | 16,01 | 462 | 26,92 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 15 316 | 4,81 | 758 | 14,52 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 67 327 | 3,33 | 3 330 | 12,92 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 67 758 | 0,34 | 3 414 | 12,68 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 513 043 | 2,66 | 25 375 | 12,19 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 7 045 | 49,67 | 319 | 53,62 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 9 184 | 0,27 | 454 | 9,66 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 4 200 | 2 000,00 | 208 | 2 200,00 | |||
| 2025-08-11 | 13F | One Capital Management, LLC | 35 262 | 2,26 | 1 744 | 11,79 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 162 295 | 1,23 | 8 027 | 10,63 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7 488 072 | 1,54 | 370 366 | 10,96 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 16 451 | 1,59 | 814 | 11,07 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 92 937 | 40,61 | 4 590 | 53,31 | ||||
| 2025-06-03 | 13F | Invst, LLC | 133 202 | 1 799,90 | 6 029 | 1 857,14 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4 141 888 | 2,91 | 204 858 | 12,46 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 12 882 | 0,08 | 637 | 9,45 | ||||
| 2025-07-29 | 13F | Creekside Partners | 61 695 | 2,15 | 3 051 | 11,64 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 269 931 | 3,90 | 13 351 | 13,54 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 15 061 | 2,76 | 745 | 12,22 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 15 268 | 1 291,80 | 630 | 1 185,71 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 20 919 | 0,89 | 1 035 | 10,23 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 438 874 | 2,81 | 22 273 | 15,29 | ||||
| 2025-08-12 | 13F | NDVR, Inc. | 177 227 | 2,13 | 8 766 | 11,60 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 950 | 0,05 | 96 | 9,09 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 382 735 | 200,17 | 18 930 | 228,08 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 135 099 | 4,77 | 6 682 | 14,48 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 1 389 256 | 4,79 | 68 713 | 14,51 | ||||
| 2025-08-07 | 13F | Nwam Llc | 62 577 | 21,70 | 3 133 | 34,59 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 9 318 | 461 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 4 396 | 217 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 229 457 | 4,99 | 11 349 | 17,91 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1 581 292 | 5,65 | 78 211 | 15,45 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 14 618 | 2,11 | 723 | 11,59 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 221 336 | 18,17 | 11 | 25,00 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 189 123 | 5,08 | 9 354 | 14,84 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 1 757 212 | 2,42 | 87 | 11,69 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 6 575 | 0,12 | 325 | 12,46 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 118 399 | 2,62 | 5 359 | 5,45 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 5 173 | 0,29 | 256 | 9,44 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 86 743 | 4 290 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 76 494 | 78,80 | 3 783 | 95,40 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 153 169 | 7,15 | 7 576 | 17,10 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 276 131 | 93,20 | 13 657 | 111,15 | ||||
| 2025-07-17 | 13F | SWS Partners | 93 905 | 12,71 | 4 645 | 23,15 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 54 990 | 4,06 | 2 720 | 13,58 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 7 401 | 14,71 | 366 | 25,34 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 159 826 | 1,00 | 7 905 | 10,36 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 65 798 | 10,54 | 3 254 | 20,65 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5 992 | 0,02 | 296 | 9,23 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 9 808 | 2,79 | 485 | 12,53 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 119 782 | 15,70 | 5 924 | 27,32 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 342 320 | 5,99 | 16 931 | 15,81 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 8 779 | 87,83 | 434 | 105,69 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 66 398 | 2,05 | 3 321 | 12,81 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 16 645 | 25,29 | 823 | 36,94 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 58 | 81,25 | 3 | 100,00 | ||||
| 2025-08-14 | 13F | Nepc Llc | 2 234 655 | 5,74 | 110 526 | 15,55 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 295 512 | 6,76 | 14 616 | 16,68 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 11 814 | 0,10 | 584 | 9,36 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 281 298 | 0,05 | 13 913 | 9,33 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 354 584 | 4,66 | 17 538 | 14,37 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 159 631 | 1,89 | 7 895 | 11,35 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 4 730 | 234 | 5,91 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12 800 927 | 8,89 | 633 134 | 19,00 | ||||
| 2025-08-07 | 13F | Laffer Investments | 14 421 | 131,59 | 713 | 153,74 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 17 330 | 4,17 | 857 | 13,96 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 251 653 | 1,65 | 12 447 | 11,09 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 216 086 | 0,38 | 10 688 | 9,70 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 6 937 | 6,79 | 343 | 17,06 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 11 113 | 10,22 | 550 | 20,39 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 133 405 | 4,78 | 6 598 | 14,51 | ||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 42 710 | 2,63 | 2 112 | 12,16 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 111 601 | 6,10 | 5 520 | 15,95 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 109 951 | 3,95 | 5 438 | 13,60 | ||||
| 2025-08-14 | 13F | Wit, Llc | 36 463 364 | 5,92 | 1 803 478 | 15,74 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 19 795 | 3,57 | 979 | 13,18 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 250 180 | 3,91 | 12 374 | 13,55 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 220 924 | 1,85 | 10 927 | 11,30 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 163 277 | 56,34 | 8 076 | 70,86 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 28 233 | 2,49 | 1 396 | 12,04 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 74 746 | 0,60 | 3 697 | 9,93 | ||||
| 2025-07-18 | 13F | Columbia Asset Management | 14 423 | 0,29 | 713 | 9,69 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 30 686 | 6,02 | 1 518 | 15,89 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 7 998 | 372 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 7 185 | 0,07 | 355 | 9,57 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 5 308 | 53,06 | 263 | 67,95 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 41 746 | 1,85 | 2 065 | 11,27 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 3 973 | 204 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 150 998 | 0,47 | 7 468 | 9,79 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 138 033 | 1,62 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13 378 222 | 1,48 | 661 686 | 10,90 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 141 095 | 0,29 | 6 979 | 9,60 | ||||
| 2025-08-14 | 13F | Parkwood LLC | 1 190 229 | 1 229,79 | 59 | 1 350,00 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 216 925 | 1,62 | 10 729 | 11,05 | ||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 33 597 | 2 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 4 498 | 0,02 | 222 | 9,36 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 414 046 | 19,23 | 20 479 | 30,30 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 41 089 | 14,33 | 2 032 | 24,97 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 119 697 | 5 920 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 462 | 23 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 3 517 | 0,43 | 159 | 3,25 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 216 073 | 6,16 | 10 687 | 16,01 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 114 102 | 8,77 | 5 643 | 22,14 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 757 | 27,66 | ||||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 5 409 | 7,75 | 268 | 17,62 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 9 374 | 13,65 | 464 | 24,13 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 6 477 | 14,03 | 320 | 24,51 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 321 273 | 0,42 | 15 890 | 9,74 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 61 416 | 1,65 | 3 038 | 11,08 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 94 131 | 0,14 | 4 656 | 9,43 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 91 394 | 29,97 | 4 520 | 42,05 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 10 405 | 5,95 | 1 | |||||
| 2025-05-13 | 13F | Mondrian Investment Partners LTD | 344 | 16 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 150 200 | 1,63 | 7 429 | 11,05 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 6 090 | 3,71 | 301 | 13,58 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 12 176 | 0,22 | 602 | 9,65 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 510 529 | 14,52 | 25 251 | 25,14 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 817 | 18,37 | 90 | 28,99 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 8 362 | 12,71 | 414 | 33,12 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 78 719 | 1,51 | 3 893 | 10,94 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1 332 571 | 5,39 | 65 909 | 15,17 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 4 541 | 226 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 12 248 | 5,96 | 606 | 15,68 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 34 640 | 334,09 | 1 713 | 374,52 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 173 896 | 14,13 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 644 | 86,13 | 32 | 106,67 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 232 790 | 12,50 | 11 514 | 22,94 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 6 264 | 0,24 | 310 | 9,57 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 218 130 | 9,65 | 10 789 | 19,83 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 4 406 | 218 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 421 915 | 196,95 | 20 868 | 224,53 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 15 034 | 744 | ||||||
| 2025-08-04 | 13F | Human Investing LLC | 357 736 | 3,91 | 17 700 | 13,59 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 3 226 154 | 2,01 | 159 566 | 11,47 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 5 873 | 0,15 | 290 | 9,43 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 302 086 | 905,14 | 14 941 | 998,60 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 12 892 | 84,43 | 583 | 89,90 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 11 454 | 37,62 | 567 | 50,53 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 19 330 | 38,99 | 956 | 51,99 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1 009 063 | 1,29 | 49 908 | 10,70 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 306 874 | 1,98 | 15 178 | 11,47 | ||||
| 2025-08-08 | 13F | Canada Post Corp Registered Pension Plan | 170 000 | 8 408 | ||||||
| 2025-08-08 | 13F | Brickley Wealth Management | 58 334 | 0,15 | 2 885 | 9,45 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 19 269 | 2,32 | 953 | 11,85 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 4 267 | 211 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 140 600 | 0,73 | 6 954 | 10,08 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 121 274 | 1,98 | 5 998 | 11,45 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 635 173 | 5,08 | 31 343 | 14,37 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 28 954 | 1,49 | 1 432 | 10,92 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 880 | 14,22 | 93 | 25,68 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 238 188 | 7,19 | 11 781 | 17,14 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 14 566 | 0,17 | 720 | 9,42 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 4 417 | 218 | ||||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 5 527 | 0,09 | 273 | 9,64 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 2 448 | 434,50 | 72 | 260,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1 676 535 | 2,78 | 82 921 | 12,32 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 3 768 | 2,17 | 186 | 12,05 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 60 362 | 23,78 | 2 985 | 35,25 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 267 | 13 | ||||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 4 261 | 211 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 19 397 | 8,31 | 963 | 18,89 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4 600 | 4 846,24 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 34 088 | 16,76 | 1 686 | 27,55 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45 479 372 | 0,13 | 2 249 410 | 9,42 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 399 555 | 1,71 | 19 762 | 11,15 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 259 493 | 6,79 | 12 835 | 16,69 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 41 815 | 23,26 | 2 068 | 34,72 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 933 506 | 5,92 | 94 297 | 14,25 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 7 830 | 0,77 | 387 | 10,26 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 84 768 | 2,42 | 4 193 | 11,94 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 4 088 | 202 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 26 669 | 10,20 | 1 319 | 20,46 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 23 481 | 1,75 | 1 161 | 11,21 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 4 661 | 0,02 | 231 | 9,52 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 47 689 | 0,18 | 2 359 | 9,47 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 25 645 | 4,24 | 1 268 | 13,93 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 1 823 | 6,92 | 90 | 16,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 71 616 772 | 4,52 | 3 542 166 | 14,22 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 49 028 | 17,19 | 2 425 | 28,05 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 7 111 | 29,79 | 352 | 42,11 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 528 209 | 13,75 | 26 125 | 24,30 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 107 272 | 2,42 | 5 306 | 11,92 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 108 170 | 41,34 | 5 350 | 54,49 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 18 340 | 13,62 | 907 | 24,25 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 14 880 | 1,26 | 736 | 10,53 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 155 423 | 4,01 | 7 687 | 13,68 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 25 087 | 4,54 | 1 241 | 14,18 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 16 320 | 0,28 | 807 | 9,65 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 34 535 105 | 1,33 | 1 708 106 | 10,73 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 959 147 | 0,53 | 47 439 | 9,86 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 225 902 | 11 173 | ||||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 983 983 | 7,92 | 48 668 | 17,94 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 71 323 | 2,36 | 3 528 | 11,86 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 15 110 | 9,96 | 747 | 20,29 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 117 023 | 2,32 | 5 788 | 11,80 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 39 148 | 0,17 | 1 936 | 9,50 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 90 908 | 6,55 | 4 496 | 16,45 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 327 270 | 16 187 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 17 532 | 0,89 | 867 | 10,31 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 323 109 | 2,55 | 15 981 | 11,98 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 6 223 | 0,02 | 308 | 9,25 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 542 921 | 5,65 | 26 853 | 15,45 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 34 623 | 8,64 | 1 712 | 18,72 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 27 785 | 374,55 | 1 374 | 420,45 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Grant Park Dynamic Allocation Fund Class A | 23 351 | 57,27 | 1 155 | 71,73 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 4 679 | 0,21 | 231 | 9,48 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 52 645 | 0,14 | 2 614 | 7,53 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 110 100 | 16,24 | 5 | 25,00 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 248 501 | 1,84 | 12 291 | 11,29 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 106 042 | 0,95 | 5 245 | 10,31 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 608 220 | 0,61 | 30 083 | 9,94 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2 763 | 0,18 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 32 286 | 22,94 | 1 597 | 34,34 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 178 | 1,80 | 184 | −1,08 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 58 989 | 177,82 | 2 918 | 203,54 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 6 773 | 20,49 | 335 | 31,89 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 25 629 | 306,42 | 1 268 | 344,56 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 218 839 | 1,12 | 10 824 | 10,51 | ||||
| 2025-07-14 | 13F | Friday Financial | 22 539 | 2,86 | 1 115 | 11,96 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 199 516 | 1,20 | 9 030 | 4,01 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 227 | 61 | ||||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 24 177 | 11,99 | 1 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 91 635 | 1,33 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 5 408 | 5,25 | 267 | 15,09 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 32 725 | 2,71 | 1 619 | 12,21 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 5 628 | 278 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 3 801 | 1,66 | 188 | 11,24 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 23 187 | 1,13 | 1 147 | 10,51 | ||||
| 2025-08-07 | 13F | S&co Inc | 111 972 | 0,54 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 11 045 | 0,11 | 546 | 9,42 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 61 403 | 8,00 | 3 037 | 17,99 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 5 595 | 2,12 | 277 | 11,74 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 259 850 | 3,53 | 62 312 | 13,14 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 449 | 483,12 | 22 | 633,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 44 048 578 | 0,55 | 2 178 569 | 9,88 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2 490 439 | 0,34 | 123 177 | 9,66 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 102 872 | 24,07 | 5 088 | 35,61 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 594 759 | 4,12 | 26 627 | 2,07 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 101 344 | 14,73 | 5 012 | 25,39 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 264 129 | 0,01 | 13 064 | 9,29 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 37 632 | 18,71 | 1 861 | 8,13 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5 748 | 284 | ||||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 69 675 | 32,62 | 3 446 | 44,91 | ||||
| 2025-07-09 | 13F | First Bank & Trust | 454 945 | 0,06 | 22 502 | 9,34 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 12 604 | 623 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 44 052 | 0,98 | 2 179 | 10,33 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 12 765 | 1,73 | 631 | 11,29 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 71 247 | 11,63 | 3 524 | 21,99 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 21 717 | 13,02 | 1 074 | 9,37 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 213 853 | 95,58 | 10 650 | 115,22 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 76 286 | 0,09 | 3 773 | 9,39 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 4 982 | 246 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 919 | 45 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7 121 | 2,59 | 352 | 12,10 | ||||
| 2025-08-14 | 13F | East Coast Asset Management, LLC. | 4 337 | 215 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 119 821 | 6,67 | 5 926 | 16,58 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 11 594 | 2,16 | 573 | 11,70 | ||||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 19 375 | 1,25 | 962 | 11,21 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 13 024 | 14,00 | 644 | 24,56 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 263 | 0,21 | 310 | 9,57 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 20 710 | 3,20 | 1 024 | 12,78 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 3 832 | 93,93 | 190 | 112,36 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 4 347 | 215 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 109 602 | 32,81 | 5 421 | 45,11 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 53 492 | 2 646 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 8 | 0 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 65 377 | 5,63 | 3 234 | 15,42 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 236 825 | 20,68 | 11 713 | 31,87 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1 296 | 64 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 7 372 | 1,58 | 365 | 10,98 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 101 166 | 19,94 | 5 004 | 31,07 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 600 | 30 | ||||||
| 2025-07-21 | 13F | Family CFO Inc | 71 994 | 0,29 | 3 561 | 9,61 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 204 717 | 4 195,36 | 10 125 | 4 609,30 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 11 050 | 0,02 | 547 | 9,20 | ||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 4 256 | 215 | ||||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 7 595 | 0,26 | 344 | 3,00 | ||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 85 777 | 8,30 | 4 243 | 18,36 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 8 732 | 2,61 | 432 | 11,95 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 12 495 | 19,44 | 618 | 30,44 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 25 873 | 460,26 | 1 280 | 511,96 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5 024 | 249 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 383 174 | 12,27 | 117 914 | 22,67 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 44 509 | 18,32 | 2 201 | 29,32 | ||||
| 2025-09-03 | 13F | American Trust | 211 265 | 10 449 | ||||||
| 2025-08-26 | NP | ISNKX - Voya Solution 2040 Portfolio Class ADV | 16 937 | 0,54 | 838 | 9,84 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 15 073 | 1,76 | 746 | 11,19 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 72 862 | 23,87 | 3 604 | 35,35 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 443 983 | 15,26 | 21 959 | 25,96 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1 161 374 | 3,63 | 57 442 | 13,25 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 3 687 220 | 4,98 | 182 370 | 14,72 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 157 600 | 7 795 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 854 | 69,48 | 290 | 85,26 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 66 886 | 9,25 | 3 308 | 19,38 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 65 453 | 3 237 | ||||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 49 782 | 2,92 | 2 462 | 12,47 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 362 732 | 15,87 | 17 941 | 26,62 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 230 045 | 48,81 | 11 378 | 62,64 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 109 487 | 42,87 | 5 415 | 56,14 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 5 338 | 0,36 | 264 | 10,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 41 198 | 68,76 | 2 038 | 84,51 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 169 087 | 5,33 | 8 363 | 15,11 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 28 824 | 13,79 | 1 426 | 24,35 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 244 725 | 13,23 | 12 104 | 23,74 | ||||
| 2025-07-16 | 13F | Novem Group | 25 121 | 6,02 | 1 242 | 15,86 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 7 333 | 14,27 | 363 | 24,83 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 260 189 | 4,67 | 12 869 | 14,37 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 147 365 | 2,55 | 7 289 | 12,05 | ||||
| 2025-07-15 | 13F | Maseco Llp | 36 111 | 1 786 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 159 256 | 0,02 | 7 877 | 9,30 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 190 | 9 | ||||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 181 432 | 2,95 | 8 974 | 12,50 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 113 003 | 4,00 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 25 375 | 5,42 | 1 255 | 15,15 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 241 765 | 7,16 | 11 958 | 18,49 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 4 370 | 216 | ||||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 2 400 | 0 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 111 608 | 3,81 | 5 520 | 13,46 | ||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 4 319 | 214 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 63 487 | 5,75 | 3 140 | 15,57 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 38 220 | 28,83 | 1 890 | 40,83 | ||||
| 2025-08-11 | 13F | Tamar Securities, LLC | 157 681 | 2,56 | 7 799 | 12,07 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 80 803 | 54,97 | 3 997 | 69,39 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 4 676 | 1,81 | 231 | 11,59 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 120 283 | 3,24 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 35 313 | 0,46 | 1 747 | 9,81 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 115 027 | 3,82 | 5 689 | 13,46 | ||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 4 112 | 203 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 5 513 | 19,12 | 273 | 30,14 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 839 | 91 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 37 480 | 26,44 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 43 021 | 12,78 | 2 128 | 23,23 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 96 774 | 3,72 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 21 533 | 53,11 | 1 065 | 67,45 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 172 248 | 2,60 | 8 554 | 13,16 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 29 200 | 1 444 | ||||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 141 200 | 0,25 | 6 984 | 9,55 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 213 | 11 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 524 429 | 2,52 | 26 662 | 16,16 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 53 060 | 118,71 | 2 624 | 138,98 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 37 419 | 6,63 | 1 851 | 16,50 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 205 603 | 50,02 | 10 169 | 63,96 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 219 664 | 12,06 | 10 865 | 22,45 | ||||
| 2025-06-26 | NP | ARP - PMV Adaptive Risk Parity ETF | 45 838 | 585,79 | 2 074 | 600,68 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 4 213 | 208 | ||||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 68 442 | 32,30 | 3 385 | 44,60 | ||||
| 2025-08-12 | 13F | Cadence Wealth Management LLC | 62 928 | 17,37 | 3 112 | 28,28 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 37 688 | 3,83 | 1 864 | 13,52 | ||||
| 2025-08-07 | 13F | Commerce Bank | 1 012 014 | 0,31 | 50 054 | 9,62 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 5 621 | 278 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 18 562 113 | 6,44 | 918 082 | 16,32 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 1 891 839 | 1,20 | 93 570 | 10,60 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 23 018 | 31,56 | 1 138 | 43,87 | ||||
| 2025-08-14 | 13F | UBS Group AG | Call | 89 500 | 4 427 | |||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 132 021 | 7 | ||||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 290 382 | 11,60 | 14 362 | 21,96 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 34 118 | 1,41 | 1 687 | 10,84 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 14 483 | 34,65 | 716 | 47,33 | ||||
| 2025-07-30 | 13F | Connors Investor Services Inc | 187 177 | 3,41 | 9 258 | 13,00 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 101 095 | 85,73 | 5 000 | 103,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 80 772 | 4,75 | 3 995 | 14,50 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 1 345 970 | 1,26 | 66 571 | 10,65 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 203 828 | 10,66 | 10 081 | 20,93 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 151 559 | 0,69 | 7 496 | 10,04 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 28 334 | 6,58 | 1 452 | 25,52 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 27 983 | 3,47 | 1 384 | 22,59 | ||||
| 2025-07-16 | 13F | Cabana Llc | 7 236 | 358 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 150 | 7 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 90 623 | 0,95 | 4 482 | 10,31 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 11 030 | 1,86 | 546 | 11,22 |
