Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF inkluderer Kingstone Capital Partners Texas, LLC, Charter Capital Management, LLC\DE, AF Advisors, Inc., Wealth Advisory Team LLC, Midwest Trust Co, Guerra Advisors Inc, Maseco Llp, Divergent Planning, LLC, Forefront Analytics, LLC, 21 West Wealth Management LLC, Wealth Management Nebraska, Compass Investment Advisers LLC, Tyche Wealth Partners LLC, PUREfi Wealth, LLC, Turning Point Benefit Group, Inc., First American Trust, Fsb, John W. Brooker & Co., CPAs, Gamco Investors, Inc. Et Al, LOM Asset Management Ltd, og Westbourne Investment Advisors, Inc. .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 6 552 | 8,87 | 873 | 12,50 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 7 076 | 3,98 | 943 | 7,53 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 256 112 | 8,75 | 34 142 | 12,42 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 13 176 | 0,16 | 1 756 | 3,54 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 10 932 | 6,38 | 1 457 | 9,96 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 92 078 | 6,78 | 12 275 | 10,38 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 4 269 | 0,66 | 569 | 4,21 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 296 785 | 1,47 | 39 564 | 4,89 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 46 237 | 4,47 | 6 164 | 7,99 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 67 989 | 3,00 | 9 064 | 6,47 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 105 789 | 1,33 | 14 103 | 4,74 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 29 541 | 3,05 | 3 938 | 6,55 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 441 958 | 4,11 | 58 918 | 7,60 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 98 773 | 1,11 | 13 168 | 4,52 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 60 572 | 0,45 | 8 075 | 3,83 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 981 | 4 165,22 | 131 | 6 400,00 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 3 000 | 400 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 4 397 | 3,34 | 586 | 6,93 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1 144 | 1,33 | 152 | 4,83 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 63 105 | 3,42 | 8 413 | 6,90 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 2 270 | 2,71 | 303 | 5,96 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 24 694 | 0,36 | 3 292 | 3,72 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 6 377 | 20,21 | 850 | 24,27 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 27 808 | 13,33 | 3 707 | 17,16 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 5 376 | 0,47 | 717 | 3,77 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 724 200 | 125,23 | 96 543 | 137,95 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 21 509 | 0,09 | 2 867 | 3,46 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 143 776 | 12,09 | 19 368 | 17,10 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13 361 | 1,67 | 1 781 | 5,14 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 15 145 | 3,15 | 2 019 | 6,60 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 192 665 | 4,89 | 25 684 | 8,43 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5 891 | 11,59 | 781 | 15,90 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 122 366 | 4,01 | 16 313 | 7,51 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 21 023 | 3,93 | 2 803 | 19,23 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 17 248 | 5,16 | 2 299 | 8,70 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 24 314 | 226,41 | 3 241 | 237,60 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3 166 | 33,76 | 422 | 38,36 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 8 254 | 32,34 | 1 100 | 36,82 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 13 399 | 42,77 | 1 786 | 47,60 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 2 871 | 0,60 | 383 | 3,80 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 644 693 | 0,74 | 85 944 | 4,14 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 40 | 3 900,00 | 5 | 0,00 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 12 886 | 2,19 | 1 718 | 5,60 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 2 191 | 0 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 170 427 | 5,54 | 22 720 | 9,11 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 3 402 | 54,71 | 439 | 51,03 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 21 928 | 0,47 | 2 923 | 3,87 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 63 850 | 1,61 | 8 512 | 5,04 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 8 875 | 63,29 | 1 183 | 69,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4 441 | 0,18 | 1 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 917 | 0,11 | 122 | 3,39 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 17 887 | 3,15 | 2 385 | 6,62 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3 404 | 3,69 | 454 | 7,09 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 154 315 | 1,87 | 21 | 5,26 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 7 153 | 0,08 | 954 | 3,47 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 2 373 | 3,49 | 316 | 7,12 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 189 | 162 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 26 772 | 14,61 | 3 569 | 18,46 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 3 159 | 0,67 | 421 | 4,21 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 13 321 | 0,71 | 1 776 | 4,11 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 6 055 | 19,90 | 807 | 23,96 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 103 247 | 40,78 | 13 764 | 45,53 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 928 | 4,10 | 257 | 7,98 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 576 010 | 6,60 | 77 | 10,14 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 11 | 1 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 9 887 | 1,23 | 1 318 | 4,61 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2 152 | 287 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 | 0 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 2 908 | 8,87 | 388 | 12,50 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 16 424 | 5,66 | 2 189 | 9,23 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 3 525 | 0,28 | 470 | 3,53 | ||||
| 2025-08-14 | 13F | Constant Guidance Financial LLC | 5 069 | 107,41 | 860 | 173,02 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 41 610 | 4,42 | 5 547 | 7,94 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 438 | 58 | ||||||
| 2025-08-08 | 13F | Hudock, Inc. | 2 116 | 0,24 | 282 | 3,68 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2 825 | 0,68 | 377 | 4,16 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 3 404 | 0,59 | 454 | 3,90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 519 | 245,68 | 469 | 258,02 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 3 123 | 0,68 | 416 | 4,00 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 19 415 | 5,83 | 2 588 | 9,43 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 148 637 | 2,09 | 19 815 | 5,53 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 9 768 | 40,30 | 1 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 16 682 | 1,37 | 2 224 | 4,76 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 11 645 | 2,89 | 1 552 | 6,37 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 46 906 | 4,24 | 6 | 20,00 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 2 291 | 1,64 | 305 | 5,17 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 32 324 | 12,77 | 4 309 | 16,59 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 8 273 | 51,08 | 1 103 | 56,09 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 20 065 | 0,40 | 2 675 | 3,76 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 12 182 | 1,32 | 1 624 | 4,71 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 517 | 69 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 55 442 | 0,23 | 7 391 | 3,60 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 89 678 | 10,99 | 12 | 10,00 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 12 466 | 382,99 | 1 662 | 400,30 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 73 959 | 1,54 | 9 859 | 4,96 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 291 113 | 1,13 | 38 808 | 4,54 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16 870 | 31,43 | 2 249 | 35,83 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 8 676 | 1 157 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 125 114 | 200,47 | 16 679 | 210,65 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 6 028 | 45,46 | 804 | 50,37 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10 181 | 1 357 | ||||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 146 822 | 2,11 | 19 573 | 5,55 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 36 515 | 1,35 | 4 868 | 4,76 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 28 276 | 2,20 | 3 770 | 5,66 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 79 681 | 4,44 | 10 622 | 7,97 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 2 954 | 394 | ||||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 31 503 | 4,93 | 4 200 | 8,47 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 9 573 | 20,67 | 1 276 | 24,73 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 27 499 | 42,42 | 3 666 | 47,25 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 454 | 0,62 | 194 | 3,76 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 14 271 | 0,07 | 1 902 | 3,43 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 4 579 | 173,54 | 610 | 183,72 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 5 663 | 187,90 | 755 | 198,42 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 8 451 | 1 147 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 860 | 1,36 | 248 | 5,08 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 12 905 | 274,06 | 1 720 | 287,39 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 3 713 | 0,05 | 495 | 3,35 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 3 414 | 4,40 | 0 | |||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 30 155 | 1,10 | 4 020 | 4,50 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 9 542 | 0,21 | 1 272 | 3,58 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 1 538 | 205 | ||||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 65 270 | 2,47 | 8 701 | 5,93 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 12 101 | 0,50 | 1 613 | 3,93 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17 123 | 1,89 | 2 283 | 5,31 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 87 329 | 6,53 | 11 642 | 10,12 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 194 289 | 11,94 | 25 901 | 15,72 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 18 568 | 42,70 | 2 475 | 47,50 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 829 | 10,51 | 244 | 14,08 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 436 | 0,42 | 191 | 3,80 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 12 629 | 0,97 | 1 684 | 4,34 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 29 777 | 0,44 | 3 970 | 3,82 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 337 113 | 2,07 | 44 940 | 9,25 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 755 | 0,92 | 234 | 4,02 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 924 | 1,05 | 257 | 4,49 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 37 016 | 4,38 | 4 935 | 7,89 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 1 600 | 213 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 69 400 | 27,57 | 9 252 | 31,87 | |||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 11 345 | 0,11 | 1 512 | 3,49 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 955 135 | 3,62 | 527 659 | 7,16 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1 788 | 0,28 | 238 | 3,93 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 12 098 | 0,25 | 1 613 | 3,60 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 181 129 | 3,73 | 24 146 | 7,23 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 19 299 | 0,10 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 625 930 | 3,56 | 83 443 | 7,05 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 4 444 | 1,25 | 592 | 4,59 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2 558 | 11,07 | 341 | 15,20 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 14 503 | 0,12 | 1 933 | 6,56 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 45 317 | 3,14 | 6 041 | 6,64 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 239 739 | 32,68 | 31 960 | 37,15 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 53 328 | 53,01 | 7 109 | 58,19 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 9 585 | 35,46 | 1 278 | 40,02 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 27 782 | 4,75 | 3 704 | 8,27 | ||||
| 2025-07-15 | 13F | Tepp RIA, LLC | 125 823 | 0,08 | 16 774 | 3,45 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 15 046 | 49,88 | 2 006 | 54,95 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 314 722 | 6,06 | 41 956 | 9,64 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 10 338 | 163,66 | 1 378 | 172,87 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6 482 | 864 | ||||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 12 784 | 3,81 | 1 704 | 7,30 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 415 | 280,73 | 55 | 292,86 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 173 036 | 15,82 | 23 067 | 19,73 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 4 181 | 0,02 | 557 | 3,34 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 3 301 | 0,06 | 440 | 3,53 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 484 | 13,75 | 598 | 17,52 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 61 995 | 4,96 | 8 | 14,29 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 570 074 | 0,71 | 75 995 | 4,10 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 88 074 | 1,79 | 12 | 0,00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 288 | 0,84 | 305 | 4,45 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4 202 | 0,48 | 560 | 3,90 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2 411 | 18,24 | 321 | 28,40 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4 744 | 94,19 | 636 | 107,84 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4 739 | 0,25 | 632 | 3,61 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1 441 | 5,18 | 192 | 9,09 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16 775 | 24,31 | 2 292 | 36,61 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 209 161 | 3,19 | 27 883 | 6,68 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 687 | 13,93 | 1 025 | 17,70 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 73 512 | 1,32 | 9 800 | 4,73 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1 200 | 160 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 5 762 | 768 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 4 048 | 0,57 | 540 | 4,05 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 12 029 | 3,98 | 1 613 | 8,62 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 590 407 | 10,93 | 78 707 | 14,68 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1 530 | 204 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 11 254 | 0,37 | 1 500 | 3,81 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 48 913 | 7,47 | 6 521 | 11,11 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 118 680 | 7,51 | 15 821 | 11,14 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 2 787 908 | 0,57 | 64 031 | 4,64 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 43 110 | 18,70 | 5 559 | 19,99 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 9 205 | 1,41 | 1 227 | 4,87 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 21 064 | 5,12 | 2 808 | 8,67 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 377 | 186,19 | 450 | 196,05 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 46 450 | 19,19 | 5 990 | 16,13 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 635 | 7,22 | 894 | 19,54 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 101 065 | 3,58 | 13 473 | 7,08 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 459 022 | 92,79 | 61 193 | 99,30 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 5 405 | 0,58 | 721 | 3,90 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 68 770 | 906,73 | 9 265 | 1 006,93 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 4 842 | 37,83 | 646 | 42,38 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 171 709 | 4,42 | 23 | 10,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 351 | 236,82 | 313 | 251,69 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 21 050 | 107,92 | 2 806 | 115,02 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 2 097 | 0,29 | 279 | 3,72 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 82 652 | 3,58 | 11 018 | 10,86 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 143 196 | 13,84 | 284 069 | 18,26 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 24 794 | 24,06 | 3 305 | 28,25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 377 860 | 0,31 | 50 373 | 3,70 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5 633 | 112,17 | 751 | 119,30 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 886 | 0,57 | 118 | 4,42 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 1 672 | 0,18 | 223 | 3,26 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 21 353 | 11,36 | 2 847 | 15,13 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 597 | 0,17 | 80 | 3,95 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 2 059 | 0,15 | 275 | 3,40 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 18 883 | 2,07 | 2 517 | 5,53 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 1 503 | 200 | ||||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 2 344 | 0,04 | 316 | 11,66 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2 342 | 17,69 | 312 | 21,88 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4 332 | 8,22 | 577 | 11,82 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 10 199 | 1,62 | 1 360 | 5,02 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5 141 | 0,67 | 685 | 4,10 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 80 026 | 4,23 | 10 668 | 7,75 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 402 | 52 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 11 855 | 1,04 | 1 580 | 8,29 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 3 297 | 0,49 | 440 | 3,78 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 92 727 | 14,17 | 12 361 | 18,02 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 2 092 | 0,05 | 279 | 3,35 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 1 554 | 200 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 64 929 | 5,07 | 8 656 | 8,61 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8 330 | 19,34 | 1 124 | 28,05 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 328 449 | 2,12 | 43 786 | 5,57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 301 244 | 1,05 | 40 159 | 4,46 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 23 969 | 0,01 | 3 195 | 3,40 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 38 175 | 0,39 | 5 089 | 3,79 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 17 299 | 21,37 | 2 306 | 25,46 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14 641 | 1,89 | 1 952 | 5,29 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 25 203 | 3,83 | 3 360 | 7,32 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 3 485 | 8,13 | 465 | 11,81 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 54 248 | 2,24 | 7 232 | 5,69 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 061 435 | 9,55 | 141 500 | 13,25 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 22 687 | 6,59 | 3 024 | 10,20 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 73 990 | 81,34 | 9 864 | 87,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 165 984 | 7,04 | 821 987 | 10,65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 69 405 | 0,60 | 9 | 12,50 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 41 343 | 1,31 | 5 511 | 4,73 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9 974 059 | 0,75 | 1 329 642 | 4,15 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 20 595 | 0,88 | 2 746 | 4,29 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 86 061 | 10,53 | 11 473 | 14,26 | ||||
| 2025-07-11 | 13F | Bell Bank | 711 664 | 4,52 | 94 872 | 8,05 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 646 | 68,95 | 486 | 74,82 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 61 129 | 0,16 | 8 149 | 3,55 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 20 048 | 0,02 | 2 673 | 3,41 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 112 479 | 6,35 | 14 995 | 9,94 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3 238 | 0,31 | 441 | 11,96 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 1 989 | 0,66 | 265 | 4,33 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 2 089 | 31,96 | 278 | 36,27 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 2 851 | 1,53 | 380 | 4,97 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 44 275 | 2,09 | 5 902 | 5,54 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 119 | 0,85 | 16 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4 055 | 0,25 | 541 | 3,65 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 52 726 | 2,71 | 7 029 | 6,16 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 3 426 | 24,27 | 457 | 28,45 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 146 688 | 2,09 | 19 555 | 5,53 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 5 879 | 33,80 | 784 | 38,34 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 116 818 | 9,36 | 15 573 | 13,05 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 261 397 | 2,36 | 34 847 | 5,82 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 17 686 | 2,83 | 2 416 | 13,00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 268 260 | 2,09 | 35 762 | 5,53 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 9 684 | 8,09 | 1 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26 790 | 12,41 | 3 571 | 16,47 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 29 671 | 27,35 | 3 955 | 31,66 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 13 036 | 2,45 | 1 738 | 5,91 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 36 973 | 0,36 | 4 988 | 17,95 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 169 103 | 0,65 | 22 543 | 16,91 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 777 | 15,37 | 370 | 19,35 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 8 318 | 44,86 | 1 109 | 49,73 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 72 147 | 0,98 | 9 618 | 4,39 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 745 | 2,69 | 499 | 6,17 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 38 316 | 891,87 | 5 108 | 925,50 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 30 280 | 1,88 | 4 037 | 5,32 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1 132 957 | 8,50 | 151 034 | 12,16 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18 547 | 24,85 | 2 473 | 29,09 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 295 | 461,44 | 1 772 | 486,75 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3 707 | 118,06 | 478 | 121,30 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 38 423 | 5,11 | 5 122 | 8,66 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 20 166 | 2,32 | 2 688 | 5,79 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 43 050 | 0,00 | 5 739 | 3,37 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11 524 | 67,57 | 1 536 | 73,36 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 3 508 | 0,57 | 468 | 4,01 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 7 888 | 0,10 | 1 052 | 3,44 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 19 340 | 17,38 | 2 578 | 21,37 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 35 234 | 1,20 | 4 697 | 4,63 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 26 920 | 8,46 | 3 589 | 12,13 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 822 | 3,64 | 376 | 7,12 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 7 490 | 15,66 | 998 | 19,52 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 4 513 | 13,36 | 602 | 17,15 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 3 000 | 0,10 | 400 | 3,37 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 12 880 | 3,68 | 1 717 | 7,18 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 3 421 | 0,50 | 456 | 4,11 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 28 356 | 1,39 | 3 780 | 4,83 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 6 691 | 0,28 | 892 | 3,60 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 50 738 | 6 764 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 30 887 | 3,77 | 4 117 | 7,27 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9 912 | 204,98 | 1 321 | 215,27 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 577 | 0,70 | 68 | −1,45 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 3 491 | 4,49 | 450 | 5,63 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 194 | 0,52 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 50 467 | 334,76 | 6 728 | 350,57 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 10 911 | 1,31 | 1 455 | 5,82 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 14 948 | 0,11 | 1 993 | 3,48 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 4 422 | 397 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 49 890 | 11,29 | 6 651 | 15,05 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 19 266 | 3,61 | 2 568 | 7,13 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 18 852 | 0,27 | 2 513 | 3,67 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 947 | 9,20 | 260 | 13,10 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 3 938 | 7,24 | 525 | 10,78 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 55 319 | 0,08 | 7 375 | 3,45 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 715 | 16,08 | 629 | 20,08 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1 756 | 0,17 | 234 | 3,54 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 55 244 | 3,88 | 7 452 | 19,75 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 25 029 | 0,87 | 3 336 | 4,25 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 7 125 | 0,59 | 950 | 3,94 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 5 594 | 746 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 3 029 | 39,91 | 410 | 54,92 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 140 178 | 3,35 | 18 687 | 5,66 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 1 258 454 | 18,85 | 160 516 | 18,65 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 30 953 | 0,87 | 4 126 | 4,27 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 4 297 | 1,56 | 573 | 4,95 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 311 | 101,40 | 441 | 108,02 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 339 085 | 1,36 | 45 203 | 4,78 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 149 558 | 29,28 | 19 938 | 33,64 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1 936 | 0,05 | 258 | 3,61 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 3 478 | 449 | ||||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 45 183 | 6 023 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 599 | 6,58 | 613 | 10,25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 135 211 | 264,60 | 18 025 | 276,93 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 1 917 | 10,68 | 255 | 14,35 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 5 790 | 0,10 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 647 | 1 419 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 42 471 | 13,35 | 5 662 | 17,18 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 42 440 | 48,30 | 5 658 | 53,31 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 17 071 | 0,71 | 2 276 | 4,12 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 7 565 | 1,60 | 1 008 | 5,00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2 403 | 0,12 | 320 | 3,56 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 6 291 | 11,07 | 839 | 14,79 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 314 693 | 1,66 | 175 262 | 5,09 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 94 985 | 1,40 | 12 664 | 4,81 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 077 | 24,72 | 1 610 | 28,82 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 1 501 | 200 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2 164 | 0,65 | 0 | |||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 1 994 | 266 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 1 467 | 196 | ||||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 13 445 | 1,67 | 1 792 | 5,10 | ||||
| 2025-08-27 | NP | HCMNX - HCM Dividend Sector Plus Fund Class A Shares | 1 132 957 | 8,50 | 151 034 | 12,16 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 173 799 | 0,28 | 23 169 | 3,66 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 5 979 | 0,37 | 797 | 3,78 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3 561 | 2,89 | 475 | 6,28 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 859 | 114 | ||||||
| 2025-07-09 | 13F | GSG Advisors LLC | 211 438 | 0,02 | 28 187 | 8,69 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1 967 | 0,41 | 262 | 3,97 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 296 671 | 10,96 | 39 549 | 14,71 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 21 757 | 1,27 | 2 900 | 4,66 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 33 406 | 3,75 | 4 453 | 7,25 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 334 | 0,60 | 45 | 4,76 | ||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 1 557 | 208 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 128 098 | 22,56 | 17 077 | 26,69 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4 754 | 40,32 | 634 | 45,18 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 1 956 | 0,62 | 261 | 4,00 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 476 | 0,21 | 64 | 8,47 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 471 | 63 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1 045 | 139 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 809 762 | 11,52 | 241 259 | 15,29 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 108 006 | 16,89 | 14 398 | 20,84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 323 | 29,48 | 2 176 | 33,91 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 10 576 | 2,31 | 1 410 | 5,78 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 2 986 | 2,23 | 398 | 5,85 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 4 053 | 0,60 | 540 | 4,05 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 104 169 | 14 530,48 | 13 887 | 15 159,34 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 6 253 | 0,64 | 834 | 4,00 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 9 265 | 0,22 | 1 235 | 3,61 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 1 867 | 249 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 59 555 | 5,26 | 8 088 | 10,86 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 2 137 | 285 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 55 271 | 5,68 | 7 368 | 9,25 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 8 915 | 0,32 | 1 188 | 3,66 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 200 325 | 9,75 | 26 705 | 13,45 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2 128 | 138,83 | 284 | 148,25 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 44 295 | 46,82 | 5 870 | 52,52 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36 453 | 10,15 | 5 | 0,00 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 61 794 | 6 890,27 | 8 238 | 7 125,44 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 77 208 | 5,06 | 10 293 | 8,61 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 56 479 | 0,50 | 7 529 | 3,89 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 45 941 | 10,11 | 6 124 | 13,83 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 2 612 | 348 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 319 | 39,30 | 41 | 51,85 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 97 189 | 4,40 | 12 956 | 7,92 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 964 | 128 | ||||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 49 922 | 4,63 | 6 655 | 8,16 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 3 908 | 1,59 | 521 | 5,04 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 8 002 | 0,59 | 1 067 | 4,00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 4 914 | 6,25 | 655 | 11,02 | ||||
| 2025-08-14 | 13F | Comerica Bank | 203 057 | 0,33 | 27 070 | 3,71 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 167 307 | 22 304 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13 025 | 10,26 | 1 736 | 13,99 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 6 120 | 3,00 | 816 | 6,40 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 2 687 | 0,11 | 358 | 3,47 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 99 601 | 18,21 | 13 278 | 22,20 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 10 581 | 40,52 | 1 411 | 45,21 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 2 511 | 0,08 | 335 | 3,41 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 32 210 | 31,47 | 4 294 | 35,90 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 4 155 | 17,94 | 554 | 21,81 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 5 277 | 0,11 | 703 | 3,53 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 16 060 | 4,48 | 2 141 | 7,97 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 5 270 | 703 | ||||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 2 197 | 7,64 | 293 | 11,03 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 4 871 | 1,23 | 659 | 6,29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 587 355 | 21,38 | 78 300 | 25,47 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 24 639 | 8 367,01 | 3 315 | 8 859,46 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 12 672 | 38,42 | 1 709 | 54,24 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 2 677 | 8,78 | 357 | 12,30 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 28 485 | 3,74 | 3 893 | 13,21 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 2 243 | 299 | ||||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 5 935 | 31,74 | 791 | 36,38 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 16 252 | 13,59 | 2 167 | 17,40 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 1 292 | 129 100,00 | 165 | |||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 29 079 | 0,50 | 3 877 | 3,89 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 7 110 | 0,13 | 948 | 3,50 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 21 479 | 9,36 | 2 863 | 14,25 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 54 205 | 47,18 | 7 226 | 52,16 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 29 140 | 2,31 | 3 885 | 5,74 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 47 033 | 6,96 | 6 270 | 10,56 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 196 | 26 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 47 934 | 0,34 | 6 390 | 3,73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 948 760 | 8,36 | 126 | 12,50 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 206 019 | 6,38 | 27 464 | 9,97 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 30 727 | 5,68 | 4 096 | 9,26 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 3 789 | 19,53 | 505 | 23,77 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 63 358 | 4,61 | 8 446 | 8,14 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 198 851 | 28,87 | 26 509 | 33,22 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 4 973 | 63,16 | 663 | 68,70 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 191 | 8,52 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 10 279 | 0,42 | 1 370 | 3,79 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 27 097 | 0,08 | 3 612 | 3,47 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 78 | 1,30 | 10 | 11,11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 485 | 13,00 | 465 | 16,88 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 13 074 | 4,73 | 1 743 | 8,27 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 4 488 | 0,56 | 598 | 4,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 71 089 | 2,74 | 9 477 | 6,21 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 296 759 | 1,57 | 39 561 | 5,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 538 670 | 0,16 | 71 808 | 3,58 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 550 | 71 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 2 370 | 0,51 | 316 | 3,62 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 25 203 | 3 360 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 412 | 13,74 | 588 | 17,60 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5 172 | 0,10 | 689 | 3,45 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 672 610 | 3,91 | 89 666 | 7,42 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 138 316 | 4,02 | 18 439 | 7,53 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 13 653 | 0,04 | 1 820 | 3,41 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2 878 | 0,10 | 384 | 3,51 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 428 700 | 6,51 | 57 150 | 10,10 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 105 100 | 31,87 | 14 011 | 36,31 | |||
| 2025-08-14 | 13F | Hancock Whitney Corp | 383 291 | 293,47 | 51 097 | 306,75 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 9 127 | 15,31 | 1 217 | 19,22 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 7 959 | 39,34 | 1 061 | 44,02 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 2 557 | 0,04 | 344 | 4,24 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 106 660 | 6,59 | 14 | 16,67 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 7 491 066 | 2,45 | 998 634 | 5,90 | ||||
| 2025-07-31 | 13F | City State Bank | 56 422 | 0,83 | 7 522 | 4,23 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 74 | 4,23 | 10 | 0,00 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 78 863 | 10 513 | ||||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 894 315 | 0,43 | 119 | 4,39 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 51 230 | 4,57 | 6 830 | 8,11 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 295 417 | 2,95 | 39 382 | 6,43 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 527 | 204 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 7 671 | 0,29 | 1 023 | 3,65 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 24 496 | 1,79 | 3 266 | 5,22 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2 601 | 10,40 | 347 | 14,19 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 42 688 | 2,17 | 6 | 0,00 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2 749 414 | 314 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 4 741 | 15,63 | 632 | 19,70 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 29 499 | 699,43 | 3 933 | 727,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6 196 | 3,70 | 826 | 7,27 | ||||
| 2025-07-29 | 13F | Tide Cove Capital Partners LLC | 60 165 | 1,85 | 8 190 | 7,51 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 3 410 | 6,50 | 458 | 15,08 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 198 122 | 0,07 | 26 | 4,00 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 184 825 | 24 639 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 8 273 | 21,22 | 1 103 | 32,61 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7 827 | 1 043 | ||||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 12 152 | 105,62 | 1 620 | 161 800,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 972 | 0,10 | 0 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 62 056 | 5,10 | 8 273 | 8,64 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 2 751 | 0,04 | 367 | 3,39 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 59 145 | 4,17 | 7 885 | 7,68 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 26 | 136,36 | 4 | 200,00 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2 465 | 39,74 | 329 | 44,49 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 452 | 3,67 | 60 | 7,14 | ||||
| 2025-08-14 | 13F | Betterment LLC | 23 833 | 5,28 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 167 102 | 0,83 | 22 276 | 4,23 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 451 | 4,22 | 1 393 | 7,73 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 6 440 | 2,11 | 859 | 5,54 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 146 459 | 4,15 | 19 524 | 7,67 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 14 358 | 1 914 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 3 652 | 0,14 | 487 | 3,40 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 2 918 | 0,66 | 389 | 4,02 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 102 117 | 0,51 | 13 613 | 3,91 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7 964 | 1 099,40 | 1 053 | 1 137,65 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 390 | 52 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14 469 | 3,42 | 1 929 | 6,87 | ||||
| 2025-08-06 | 13F | Simmons Bank | 3 475 | 15,83 | 463 | 19,95 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 33 493 | 49,01 | 4 | 100,00 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 30 412 | 0,37 | 4 097 | 4,86 | ||||
| 2025-08-13 | 13F | Miramar Capital, LLC | 8 676 | 7,50 | 1 157 | 11,15 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17 522 | 0,91 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 17 855 | 1,51 | 2 380 | 4,94 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 235 149 | 4,51 | 31 348 | 8,03 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 9 985 | 29,49 | 1 331 | 33,90 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 7 558 | 1,67 | 1 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 25 375 | 0,48 | 3 424 | 12,04 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3 673 | 495 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 41 625 | 2,31 | 5 549 | 5,76 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 21 895 | 0,15 | 2 919 | 3,51 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 105 707 | 0,24 | 14 092 | 3,62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 837 197 | 0,70 | 245 | 3,83 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 918 | 20,23 | 389 | 24,36 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 32 059 | 0,75 | 4 274 | 4,14 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 2 986 | 402 | ||||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 2 995 | 0,13 | 402 | 4,16 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 119 461 | 5,94 | 15 925 | 9,51 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 15 443 | 2,41 | 1 991 | 11,35 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 2 797 | 373 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 3 665 | 5,53 | 489 | 9,17 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 252 805 | 2,66 | 33 701 | 6,12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 714 531 | 2,74 | 95 254 | 10,98 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 75 792 | 0,77 | 10 104 | 4,17 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 998 | 58,48 | 2 799 | 63,88 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 2 127 | 3,65 | 284 | 7,20 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 111 | 15 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 16 621 | 2 216 | ||||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 8 000 | 1 066 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15 758 | 14,20 | 2 | 100,00 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 25 385 | 5,10 | 3 384 | 8,60 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5 669 | 0,76 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 187 611 | 1,40 | 25 010 | 4,82 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 20 948 | 2,82 | 2 793 | 6,28 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 2 870 | 4,33 | 383 | 7,91 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 24 699 | 0,63 | 3 293 | 4,01 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 23 446 | 2,56 | 3 126 | 6,00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 7 981 687 | 12 272,98 | 401 | −95,18 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 4 598 | 2,86 | 613 | 6,25 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 13 141 | 1,78 | 1 754 | 4,59 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 1 530 | 204 | ||||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 9 107 | 2,04 | 1 214 | 5,47 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 271 | 3,36 | 569 | 6,95 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 260 | 35 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 11 320 | 45,58 | 1 522 | 51,74 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 1 640 | 219 | ||||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 13 324 | 1 700 | ||||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 4 065 | 0,35 | 542 | 3,64 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 29 225 | 1,60 | 3 896 | 5,04 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 456 116 | 3,22 | 60 805 | 6,70 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 405 | 32,79 | 54 | 35,90 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1 080 | 424,27 | 144 | 450,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5 186 | 0,64 | 691 | 4,07 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 9 351 | 4,20 | 1 247 | 7,69 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 1 560 | 0,13 | 211 | 5,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 48 670 | 4,94 | 6 488 | 8,49 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 2 338 | 0,13 | 312 | 3,32 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 24 859 | 9,86 | 3 314 | 13,54 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 49 576 | 2,57 | 6 609 | 6,03 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 668 | 106,55 | 622 | 113,75 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 1 604 | 214 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 11 900 | 600,00 | 1 586 | 624,20 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 896 200 | 21,26 | 119 472 | 25,35 | |||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 194 171 | 10,43 | 25 885 | 14,15 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 87 200 | 41,55 | 11 625 | 46,32 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10 265 | 4,21 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 839 | 73,81 | 645 | 79,67 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3 937 | 0,18 | 525 | 3,56 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 5 527 | 19,43 | 737 | 23,49 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 7 038 | 0,39 | 938 | 3,76 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 2 706 | 0,59 | 361 | 4,05 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15 279 | 3,55 | 2 037 | 7,05 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 1 824 | 6,92 | 243 | 10,45 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 25 413 | 1 173,20 | 3 388 | 1 217,90 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 1 749 | 10,56 | 233 | 14,22 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 206 715 | 0,31 | 27 557 | 3,70 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2 038 | 18,28 | 272 | 22,07 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 1 506 | 201 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 80 377 | 8,20 | 10 715 | 11,85 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 1 914 | 15,86 | 255 | 19,72 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 263 | 91,97 | 35 | 105,88 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 28 529 | 6,72 | 3 803 | 10,33 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 39 605 | 1,44 | 5 280 | 4,87 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 2 989 | 398 | ||||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 15 768 | 2 102 | ||||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 13 613 | 1 804 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 61 233 | 59,02 | 8 163 | 64,41 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 3 946 | 1,57 | 526 | 12,63 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 74 597 | 2,76 | 9 945 | 6,22 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 13 110 | 7,33 | 1 748 | 10,92 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 25 769 | 2,71 | 3 435 | 6,18 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 62 321 | 78,77 | 8 308 | 84,81 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 3 628 | 22,61 | 484 | 26,77 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 2 634 | 0,65 | 351 | 4,15 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 36 005 | 13,21 | 4 799 | 17,05 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 8 286 | 17,75 | 1 105 | 21,72 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35 614 | 2,97 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 181 | 24 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 969 159 | 2,32 | 129 199 | 5,78 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 5 616 | 0,29 | 749 | 3,60 | ||||
| 2025-07-29 | 13F | Creekside Partners | 13 885 | 3,20 | 1 851 | 6,63 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 1 930 | 261 | ||||||
| 2025-08-13 | 13F | Options Solutions, Llc | 25 129 | 8,73 | 3 350 | 12,42 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 200 | 27 | ||||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 7 108 | 0,38 | 948 | 3,72 | ||||
| 2025-06-03 | 13F | Invst, LLC | 8 330 | 2,94 | 1 074 | 4,07 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 3 186 | 435 | ||||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 8 520 | 12,64 | 1 136 | 16,41 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8 645 | 108,41 | 1 164 | 117,79 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 26 615 | 3,95 | 3 548 | 7,48 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 9 825 | 1 310 | ||||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 2 002 | 3,73 | 267 | 7,26 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 156 256 | 2,28 | 20 840 | 5,78 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 042 | 160,13 | 1 227 | 173,66 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 5 546 | 33,35 | 739 | 37,87 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2 831 | 0,53 | 377 | 3,86 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 1 612 | 0,62 | 215 | 3,88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 202 644 | 6,38 | 27 015 | 9,97 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 16 159 | 24,32 | 2 154 | 28,52 | ||||
| 2025-08-14 | 13F | Fmr Llc | 223 959 | 2,23 | 29 856 | 5,68 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 7 914 | 1 055 | ||||||
| 2025-08-26 | 13F | Claris Financial LLC | 10 099 | 0,23 | 1 346 | 4,75 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 101 | 13 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 4 027 | 6,56 | 537 | 10,06 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 251 | 709,68 | 33 | 1 000,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 47 399 | 14,09 | 6 319 | 19,21 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 7 493 | 999 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 76 009 | 12,34 | 10 133 | 16,13 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 10 891 | 0,03 | 1 452 | 3,35 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 7 930 | 1,45 | 1 057 | 4,86 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 11 849 | 2,09 | 1 580 | 5,55 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5 414 | 0,67 | 722 | 4,04 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10 459 | 0,46 | 1 394 | 3,87 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 393 012 | 8,23 | 185 702 | 11,88 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 86 463 | 12,27 | 11 526 | 16,06 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 7 085 | 0,65 | 945 | 4,08 | ||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 19 969 | 2,42 | 2 662 | 5,89 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 14 968 | 4,55 | 1 995 | 8,07 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 670 | 9,28 | 1 422 | 12,95 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 1 508 | 201 | ||||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 6 960 | 4,90 | 928 | 8,42 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 1 635 | 0,49 | 218 | 3,83 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 46 | 6 | ||||||
| 2025-08-07 | 13F | Laffer Investments | 10 102 | 1 347 | ||||||
| 2025-08-14 | 13F | Cobler Capital Management, LLC | 950 | 271 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 10 421 | 2,93 | 1 389 | 6,44 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 266 | 35 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 5 | 1 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 488 249 | 6,80 | 331 543 | 10,35 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 16 046 | 0,07 | 2 139 | 4,60 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 79 130 | 14,68 | 10 549 | 18,54 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 24 024 | 938,20 | 3 203 | 974,50 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2 415 | 2 315,00 | 322 | 3,22 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 10 262 | 0,48 | 1 368 | 3,87 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 18 826 | 12,79 | 2 510 | 16,59 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75 798 | 2,58 | 10 105 | 6,05 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 23 233 | 8,79 | 3 079 | 13,04 | ||||
| 2025-07-16 | 13F | Rezny Wealth Management, Inc. | 2 330 | 311 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 156 773 | 206 180,26 | 1 | −88,89 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 693 | 92 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 12 231 | 16,09 | 1 631 | 20,03 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 710 | 12,88 | 95 | 16,05 | ||||
| 2025-07-17 | 13F | SWS Partners | 4 378 | 0,32 | 584 | 3,74 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 566 | 76 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 58 667 | 8,70 | 7 821 | 12,36 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 210 861 | 2,15 | 28 | 7,69 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 61 255 | 0,27 | 8 166 | 3,64 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 47 489 | 6 331 | ||||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 4 032 | 131,19 | 538 | 139,73 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 692 364 | 3,22 | 92 299 | 6,70 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 538 915 | 0,41 | 71 843 | 3,80 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 19 064 | 11,29 | 2 541 | 15,03 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 120 233 | 20,40 | 16 028 | 24,47 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 58 175 | 1,30 | 7 755 | 4,73 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 86 286 | 27,21 | 11 503 | 31,50 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3 426 | 3,60 | 462 | 13,83 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 8 250 | 28,52 | 1 100 | 32,89 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 4 261 | 0,05 | 568 | 3,46 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 12 794 | 1,57 | 1 706 | 4,99 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 393 | 0,26 | 52 | 4,00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 153 | 149 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 15 301 | 25,85 | 2 040 | 30,12 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3 615 | 12,16 | 482 | 15,90 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3 050 | 6,76 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2 713 | 362 | ||||||
| 2025-07-15 | 13F | Sara-Bay Financial | 14 184 | 32,45 | 1 891 | 38,46 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 402 | −3,14 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 233 | 31 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 404 545 | 0,37 | 320 550 | 3,76 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 1 831 | 244 | ||||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 5 200 | 0,78 | 693 | 4,21 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 1 949 | 4,17 | 260 | 7,47 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 52 285 | 0,71 | 6 970 | 4,11 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 2 010 | 268 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 693 744 | 5,63 | 92 483 | 9,19 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 27 043 | 0,17 | 3 605 | 3,56 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 75 194 | 5,45 | 10 024 | 9,02 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 33 790 | 2,74 | 4 505 | 9,35 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 1 834 | 0,99 | 244 | 4,27 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 34 035 | 4,60 | 4 537 | 8,13 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 11 457 | 9,91 | 1 527 | 13,62 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 4 939 | 0,06 | 658 | 3,46 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 18 181 | 10,23 | 2 424 | 13,92 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 91 811 | 5,88 | 12 239 | 9,45 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 558 | 11,92 | 474 | 15,89 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 7 472 | 996 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 946 520 | 23,71 | 126 181 | 27,88 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 172 483 | 8,61 | 22 999 | 13,52 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 35 916 | 8,29 | 4 788 | 11,95 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 98 683 | 5,10 | 13 155 | 8,65 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 13 843 | 60,02 | 1 845 | 65,47 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 583 | 211 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 3 848 | 0,34 | 513 | 3,64 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 9 854 | 3,60 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 49 148 | 9,40 | 6 552 | 13,08 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 3 382 | 0,12 | 451 | 3,45 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 6 000 | 5,37 | 800 | 8,86 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 15 400 | 0,20 | 2 053 | 3,53 | ||||
| 2025-05-30 | NP | TBFG - The Brinsmere Fund - Growth ETF | 81 172 | 113,35 | 10 468 | 114,62 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 4 836 | 4,99 | 1 | |||||
| 2025-07-14 | 13F | Caitlin John, LLC | 1 984 | 5,70 | 264 | 9,09 | ||||
| 2025-07-31 | 13F | United Community Bank | 3 171 | 2,75 | 423 | 6,30 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 91 939 | 6,73 | 12 256 | 10,32 | ||||
| 2025-05-30 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 70 365 | 178,79 | 9 074 | 180,49 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 2 499 | 0,68 | 333 | 4,06 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 4 888 | 24,22 | 652 | 28,40 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 17 460 | 0,39 | 2 328 | 3,74 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 1 760 | 235 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 18 587 | 6,03 | 2 478 | 9,60 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 2 935 | 4,37 | 391 | 8,01 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 37 434 | 11,87 | 4 990 | 15,64 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 369 | 39,84 | 184 | 47,20 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1 080 | 1,12 | 139 | 10,32 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 42 805 | 5,70 | 5 706 | 9,27 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 2 680 | 19,59 | 365 | 34,32 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23 610 | 5,71 | 3 148 | 9,27 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 211 784 | 6,61 | 28 233 | 10,20 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14 696 | 46,13 | 1 959 | 51,16 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 250 700 | 1,14 | 33 428 | 4,57 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 26 618 | 11,70 | 3 548 | 15,61 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 15 603 | 11,01 | 2 080 | 14,79 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 293 480 | 7,55 | 39 124 | 11,17 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 6 373 | 10,83 | 850 | 14,57 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 2 780 | 371 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 646 359 | 3,12 | 86 166 | 6,60 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 2 081 | 0,39 | 279 | 4,49 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 16 062 | 8,48 | 2 141 | 12,15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 148 414 | 2,93 | 19 786 | 6,39 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 7 975 | 4,54 | 1 063 | 8,14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59 641 | 12,90 | 7 951 | 17,95 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 27 941 | 9,61 | 3 725 | 13,29 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 14 820 | 18,86 | 1 976 | 22,96 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 124 826 | 0,65 | 16 640 | 4,05 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 10 273 | 2,52 | 1 369 | 5,96 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 673 036 | 3,31 | 622 955 | 6,79 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 956 | 0,62 | 261 | 4,00 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 23 598 | 2,14 | 3 | 50,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 791 471 | 1,39 | 105 509 | 4,81 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 1 760 | 2,68 | 235 | 5,88 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 5 441 | 3,80 | 725 | 7,25 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 253 426 | 1,93 | 33 784 | 5,37 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 162 038 | 1,79 | 21 601 | 5,23 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1 635 | 25,77 | 218 | 29,94 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 2 311 | 10,79 | 308 | 14,50 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 634 | 2,10 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 360 | 0,84 | 48 | 2,17 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7 780 | 70,20 | 1 037 | 76,06 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 1 834 | 249 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 22 382 | 26,03 | 2 984 | 30,26 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 8 998 | 0,03 | 1 200 | 3,45 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 1 911 | 0,05 | 255 | 3,25 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 30 829 | 2,33 | 4 110 | 5,77 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 91 217 | 0,85 | 12 160 | 4,25 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 6 791 | 7,20 | 905 | 10,91 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 211 261 | 2,04 | 28 163 | 5,48 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 65 490 | 7,19 | 8 730 | 10,80 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 13 600 | 10,59 | 1 813 | 14,32 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 2 054 | 0,98 | 274 | 4,20 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 25 733 | 4,93 | 3 430 | 8,48 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 78 452 | 6,53 | 10 458 | 10,13 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 12 321 | 11,19 | 1 643 | 14,99 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 7 943 | 0,01 | 1 059 | 3,32 | ||||
| 2025-07-14 | 13F | Friday Financial | 3 499 | 466 | ||||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 69 564 | 3,35 | 9 274 | 6,84 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 46 343 | 5,69 | 6 178 | 9,27 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 51 370 | 2,84 | 6 848 | 6,32 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 4 244 | 8,96 | 566 | 12,55 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 8 203 | 58,33 | 1 094 | 63,62 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 4 384 | 0,60 | 584 | 3,91 | ||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 7 219 | 4,38 | 962 | 7,97 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 582 | 11,10 | 478 | 14,94 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 24 942 | 74,49 | 3 325 | 80,36 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 7 701 | 14,94 | 1 027 | 18,75 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 42 380 | 203,97 | 5 650 | 214,36 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 12 706 | 13,31 | 1 694 | 17,08 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 3 799 | 15,68 | 506 | 19,62 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 2 855 | 42,75 | 381 | 47,86 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 124 397 | 9,94 | 16 583 | 13,65 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 33 003 | 229,11 | 4 400 | 240,22 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 21 210 | 4,15 | 2 828 | 7,65 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 6 700 | 893 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 11 919 | 0,17 | 1 589 | 3,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 102 218 | 5,26 | 146 875 | 8,72 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 25 940 | 3,63 | 3 458 | 7,09 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 22 026 | 106,27 | 2 936 | 113,22 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 5 573 | 743 | ||||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 4 830 | 0,02 | 644 | 3,38 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 118 430 | 2,04 | 15 788 | 5,48 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 14 515 | 93,46 | 1 935 | 100,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5 485 | 1,52 | 731 | 5,03 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 155 159 | 7,90 | 20 684 | 11,54 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 3 276 | 0,09 | 437 | 3,32 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 9 446 | 1 259 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2 705 | 361 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 4 481 | 12,08 | 597 | 15,92 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 10 939 | 252,87 | 1 458 | 265,41 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 77 410 | 0,10 | 10 319 | 3,48 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 4 556 | 103,57 | 607 | 110,76 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 6 578 | 67,81 | 877 | 73,47 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 44 779 | 5,08 | 5 970 | 8,63 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 2 676 | 9,18 | 357 | 12,66 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 415 | 4,27 | 55 | 7,84 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 23 246 | 1,97 | 3 099 | 5,41 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 2 141 | 0,61 | 290 | 10,31 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 56 025 | 0,74 | 7 469 | 4,13 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 4 794 | 0,02 | 639 | 3,40 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 99 277 | 2,15 | 13 | 8,33 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 403 011 | 3,88 | 54 | 6,00 | ||||
| 2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 93 867 | 8,88 | 12 513 | 12,56 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 2 683 539 | 13,28 | 357 743 | 17,10 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 221 680 | 5,87 | 29 552 | 9,44 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 144 055 | 2,17 | 19 204 | 5,63 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 94 676 | 3,85 | 12 621 | 7,36 | ||||
| 2025-07-15 | 13F | Maseco Llp | 28 468 | 3 794 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 6 766 | 0,15 | 902 | 3,44 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 59 598 | 3,45 | 7 945 | 6,95 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 2 646 | 47,33 | 353 | 52,38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 204 174 | 3,91 | 427 148 | 7,41 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 22 448 | 0,30 | 2 993 | 3,67 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 7 520 | 1 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 7 620 | 16,78 | 1 016 | 20,69 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 15 196 | 0,59 | 2 026 | 3,95 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 79 060 | 2,03 | 10 540 | 5,47 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 528 524 | 1,91 | 70 458 | 5,35 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 37 370 | 0,78 | 4 982 | 4,18 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 19 305 | 0,30 | 2 574 | 3,67 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 42 404 | 1,82 | 5 653 | 5,25 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 4 306 | 574 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 90 | 0 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 163 330 | 9,32 | 22 311 | 21,11 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 2 680 | 541,15 | 357 | 573,58 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 57 384 | 17,80 | 7 650 | 21,78 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 16 600 | 172,13 | 2 200 | 182,65 | |||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 73 197 | 2,78 | 9 758 | 6,25 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 15 745 | 10 988,03 | 2 099 | 11 561,11 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 8 559 | 22,83 | 1 134 | 27,70 | ||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 60 951 | 2,53 | 8 125 | 5,99 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 23 724 | 10,15 | 3 163 | 13,86 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 255 312 | 5,28 | 34 036 | 8,84 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10 854 | 131,33 | 1 447 | 139,01 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 12 313 | 2,51 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 125 | 1,53 | 283 | 4,81 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 1 598 | 0,50 | 213 | 4,95 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 12 845 | 0,70 | 1 712 | 4,07 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 3 015 | 0,03 | 402 | 3,35 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 2 395 | 46,75 | 319 | 51,90 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 6 297 | 2,17 | 840 | 5,67 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 148 902 | 0,16 | 19 850 | 3,54 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 1 943 | 259 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 122 930 | 5,85 | 16 388 | 9,41 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 9 315 | 16,03 | 1 201 | 17,29 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 83 847 | 1,26 | 11 178 | 4,67 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1 936 | 0,05 | 258 | 3,61 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 45 975 | 0,03 | 6 129 | 3,39 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 430 | 7,50 | 57 | 11,76 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 274 | 36 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 60 642 | 7,33 | 8 084 | 10,95 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 6 200 | 93,75 | 827 | 100,49 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 15 067 | 4,84 | 2 009 | 8,36 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 3 150 | 1,61 | 420 | 5,01 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 15 978 | 1,75 | 2 130 | 5,24 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 150 716 | 0,16 | 20 092 | 3,54 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8 183 | 17,05 | 1 101 | 22,49 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 2 183 | 291 | ||||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 2 735 | 8,66 | 365 | 12,35 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 7 215 | 10,73 | 962 | 14,40 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 1 765 | 0,68 | 235 | 3,98 | ||||
| 2025-07-18 | 13F | Vicus Capital | 17 319 | 8,49 | 2 309 | 12,15 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 63 055 | 1,93 | 8 406 | 5,35 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 30 155 | 1,33 | 4 020 | 4,74 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 1 760 | 235 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 2 414 | 13,98 | 322 | 17,58 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5 848 | 0,10 | 780 | 3,45 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 259 882 | 17,29 | 34 645 | 21,25 |
