Grundlæggende statistik
| Institutionelle ejere | 863 total, 863 long only, 0 short only, 0 long/short - change of 1,40% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3569 % - change of -5,66% MRQ |
| Institutionelle aktier (lange) | 81.966.303 (ex 13D/G) - change of 7,84MM shares 10,57% MRQ |
| Institutionel værdi (lang) | $ 8.480.244 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Short-Term National Muni Bond ETF (US:SUB) har 863 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 81,966,303 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Mercer Global Advisors Inc /adv, Morgan Stanley, Envestnet Asset Management Inc, Bank of New York Mellon Corp, Tiaa Trust, National Association, Sei Investments Co, Creative Planning, Captrust Financial Advisors, and Citigroup Inc .
iShares Trust - iShares Short-Term National Muni Bond ETF (ARCA:SUB) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 107,21 / share. Previously, on September 16, 2024, the share price was 106,01 / share. This represents an increase of 1,13% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | Bank of New York Mellon Corp | 5,155,033 | 4,326,731 | -16.07 | 5.20 | -18.75 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Financial Life Advisors | 2.425 | -7,51 | 258 | -6,88 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4.631 | 9,35 | 492 | 10,07 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 56 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 6.581 | 60,63 | 700 | 61,81 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2.706 | 10,31 | 289 | 12,02 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 18.135 | 0,78 | 1.928 | 1,47 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 3.557 | 5,05 | 378 | 5,88 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4.290 | -27,87 | 456 | -27,39 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 51.310 | 5 | ||||||
| 2025-05-13 | 13F | LifePlan Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 5.197.326 | 20,12 | 552.684 | 20,96 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 12.707 | 4,69 | 1.351 | 5,46 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 7.588 | 0,00 | 807 | 0,62 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | RMR Wealth Builders | 255.040 | 6,55 | 27.121 | 7,30 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 81.485 | 8.665 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2.517 | -31,00 | 268 | -30,39 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 60.557 | 27,02 | 6.440 | 27,91 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 115 | 0,88 | 12 | 0,00 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 13.724 | -51,33 | 1.459 | -50,99 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2.317 | 0,00 | 246 | 0,82 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2.550 | 4,94 | 271 | 5,86 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 298.896 | 8,49 | 31.785 | 9,25 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 300 | -26,65 | 32 | -27,91 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 4.055 | -8,67 | 431 | -8,12 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4.226 | 0,09 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 2.940 | 3,45 | 313 | 4,00 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 6.392 | 86,79 | 680 | 88,09 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 5.330 | -6,65 | 567 | -5,98 | ||||
| 2025-04-14 | 13F | Pallas Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Postrock Partners Llc | 8.400 | 0,00 | 893 | 0,68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 231.557 | -20,36 | 24.608 | -19,86 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2.702 | 0,00 | 287 | 0,70 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 11.278 | 0,00 | 1.199 | 0,76 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3.424 | 0,26 | 364 | 1,11 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 7.285 | 3,95 | 775 | 4,59 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 31.013 | 1,31 | 3.298 | 2,01 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7.505 | 5,45 | 798 | 6,26 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 45.056 | -6,10 | 4.791 | -5,45 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 65.765 | 37,27 | 6.993 | 38,23 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 4.018 | 89,26 | 427 | 90,63 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 9.346 | 0,00 | 994 | 0,71 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 2.419 | -8,16 | 257 | -7,55 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 5.929 | 0,00 | 630 | 0,64 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.160 | 0,00 | 123 | 0,82 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 10.684 | 59,68 | 1.136 | 60,91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 90.007 | 48,23 | 10 | 50,00 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 7.907 | 841 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 1.921 | 204 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 11.537 | -7,54 | 1.227 | -6,91 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 36 | 4 | ||||||
| 2025-05-02 | 13F | Forum Financial Management, LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 29.346 | -32,60 | 3.121 | -32,13 | ||||
| 2025-05-08 | 13F | Arkadios Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 310.219 | 3,67 | 32.989 | 4,39 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 3.425 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 4.452 | 31,40 | 473 | 32,87 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 881 | 19,54 | 94 | 20,78 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 4.694 | -2,07 | 499 | -1,38 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 18.168 | -12,62 | 1.932 | -12,03 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 2.927 | 0,00 | 311 | 0,65 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 5.893 | 0,00 | 627 | |||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 5.000 | 0,00 | 1 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 6.142 | 70,37 | 653 | 71,84 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 2.121 | 226 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 26.952 | 0,00 | 2.866 | 0,70 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 4.925 | -10,70 | 524 | -10,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 668.997 | 2,09 | 71 | 2,90 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 3.540 | 0,00 | 376 | 0,80 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51.244 | -0,79 | 5.449 | -0,09 | ||||
| 2025-05-01 | 13F | Auour Investments LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 2.636.435 | 2,76 | 280.359 | 3,48 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 14.432 | -4,39 | 1.535 | -3,76 | ||||
| 2025-05-15 | 13F | First Manhattan Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 5.131 | -10,47 | 546 | -9,92 | ||||
| 2025-04-11 | 13F | Harbor Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | U S Global Investors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 39.210 | -1,67 | 4.170 | -0,97 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 2.672 | -0,04 | 284 | 0,71 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3.748 | -0,66 | 399 | 0,00 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 23.262 | 0,02 | 2.474 | 0,73 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 3 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 33.627 | 3,05 | 3.576 | 3,77 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 94.867 | -18,15 | 10 | -16,67 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 11.731 | -7,13 | 1.247 | -6,45 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 6.300 | 670 | ||||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 130.304 | 13.857 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 12.669 | -4,51 | 1.347 | -3,85 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 107.503 | 1,60 | 11.432 | 2,31 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 43.667 | -1,85 | 4.644 | -1,15 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 2.034 | 0,54 | 216 | 1,41 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 35.050 | 0,22 | 3.727 | 0,92 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 143.333 | -2,11 | 15.242 | -1,42 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 4.000 | 0,00 | 425 | 0,71 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1.305 | 0,00 | 139 | 0,73 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 45.166 | 0,29 | 4.803 | 1,01 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 31.774 | 7,88 | 3.379 | 8,62 | ||||
| 2025-08-12 | 13F | Ade, Llc | 19.723 | -19,32 | 2.097 | -18,75 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 2.840 | 28,51 | 302 | 29,61 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5.961 | 29,28 | 636 | 30,86 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 8.541 | 0,00 | 908 | 0,78 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1.251 | 0,00 | 133 | 0,76 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 61 | 0,00 | 6 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3.126 | 332 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5.119 | -50,99 | 544 | -50,64 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2.990 | 26,86 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4.022 | 303,82 | 428 | 306,67 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 39.004 | 49,70 | 4.148 | 50,75 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 81.975 | -12,39 | 8.717 | -11,78 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2.010 | -25,83 | 214 | -25,52 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 16.709 | 7,01 | 1.776 | 8,56 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 5.026 | -5,33 | 534 | -4,64 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1.277.407 | 21,45 | 135.839 | 22,30 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102.775 | 7,78 | 10.929 | 8,54 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 1.950 | 0,00 | 207 | 0,98 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 641 | 61,06 | 68 | 61,90 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 2.370 | 0,00 | 252 | 0,80 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 46.870 | -14,04 | 4.984 | -13,44 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 6.382 | 0,06 | 679 | 0,89 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 332.223 | 5,69 | 35.325 | 7,06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.851 | 167,10 | 197 | 168,49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 668.165 | 43,95 | 71.053 | 44,95 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 2.367 | 0,00 | 252 | 0,80 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13.708 | 20,72 | 1.458 | 21,52 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2.457 | -0,04 | 261 | 0,77 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 3.268 | 0,00 | 348 | 0,58 | ||||
| 2025-05-13 | 13F | Horizon Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24.024 | 1,91 | 2.555 | 2,61 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 6.077 | 41,82 | 646 | 42,92 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 625 | 0,00 | 66 | 0,00 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 1.935 | 0,00 | 206 | 0,49 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1.417 | 0,00 | 151 | 0,67 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 37.600 | 3,72 | 3.998 | 4,44 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 11.450 | 0,00 | 1.218 | 0,66 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 51.484 | -7,79 | 5.475 | -7,14 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5.565 | 3,52 | 592 | 4,23 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 2.368 | 3,54 | 252 | 4,15 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 18.619 | 1.980 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 547.610 | 10.878,55 | 58.233 | 10.970,72 | ||||
| 2025-06-23 | NP | PTEAX - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A | 374 | 0,00 | 39 | 0,00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 264 | 0,76 | 28 | 3,70 | ||||
| 2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 33.444 | -2,05 | 3.543 | -2,21 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 8.728 | -10,80 | 928 | -10,16 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.691 | 10,54 | 393 | 11,36 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 970.378 | 14,19 | 103.190 | 14,99 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 34 | 0,00 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 23.177 | 11,04 | 2.465 | 11,80 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 61.197 | 22,96 | 6.508 | 23,82 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 10.701 | 16,54 | 1.138 | 17,46 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 4.000 | 0,08 | 425 | 0,71 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 16.736 | 35,10 | 1.780 | 36,01 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 16.200 | 14,08 | 1.723 | 14,88 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 74.966 | -28,62 | 7.972 | -28,12 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 200 | 0,00 | 21 | 0,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3.524 | 24,96 | 375 | 25,93 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 479 | 51 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 31.554 | -1,39 | 3.349 | -0,71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.155.039 | 15,13 | 122.827 | 15,94 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3.172 | -49,20 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 39 | 0,00 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4.507 | -17,14 | 479 | -16,55 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2.539 | 0,00 | 270 | 0,37 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 1.985 | -3,97 | 211 | -3,21 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 203.146 | -13,87 | 22 | -12,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 522.386 | 5,24 | 55.550 | 5,98 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 9.672 | 0,45 | 1.029 | 1,18 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 40.212 | 8,39 | 4.276 | 9,17 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 7.593 | 0,00 | 807 | 0,75 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Credential Securities Inc. | 1.010 | 0,00 | 106 | 0,95 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 8.082 | 36,84 | 859 | 37,88 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 11.480 | -8,46 | 1.221 | -7,85 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 18.985 | 0,53 | 2.019 | 1,20 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 29.172 | -5,20 | 3.102 | -4,52 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 15.476 | -0,91 | 1.646 | -0,24 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 17.914 | -6,93 | 1.905 | -6,30 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3.211 | -54,25 | 342 | -53,98 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 41.526 | -10,55 | 4.416 | -9,93 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7.955 | 0,00 | 846 | 0,60 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 110 | 0,00 | 12 | 0,00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 46.194 | -2,69 | 4.912 | -2,01 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 4.350 | 0,00 | 463 | 0,65 | ||||
| 2025-04-23 | 13F | TSA Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Ndwm Llc | 16.907 | 219,66 | 1.798 | 222,04 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 23.403 | 3,97 | 2.485 | 4,55 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 3.738 | 397 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 696 | 0,00 | 74 | 1,37 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14.470 | 2,35 | 1.541 | 3,42 | ||||
| 2025-08-14 | 13F | Comerica Bank | 194.536 | 22,35 | 20.687 | 23,21 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 956 | 0,00 | 102 | 1,00 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 3.060 | 325 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 2.865 | -1,44 | 305 | -0,65 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 903 | 19,92 | 96 | 21,52 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 7.520 | 13,85 | 800 | 14,63 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 5.551 | -0,32 | 590 | 0,34 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 2.431 | -0,61 | 259 | 0,00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 11.415 | 7,79 | 1.214 | 8,50 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Envision Financial LLC | 4.175 | 43,97 | 444 | 44,77 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23.787 | 41,35 | 2.530 | 42,32 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 97.864 | -1,02 | 10.407 | -0,34 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 31.702 | -0,55 | 3.371 | 0,15 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 16.748 | 26,68 | 1.781 | 27,51 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 9.101 | 60,57 | 968 | 61,71 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 10.738 | 0,00 | 1.142 | 0,80 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4.239 | -6,88 | 451 | -6,25 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 9.234 | 0,12 | 982 | 0,93 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 29.561 | 0,13 | 3.143 | 0,83 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 37.497 | 178,04 | 4 | 200,00 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 5.952 | 22,02 | 633 | 22,72 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 13.625 | -2,15 | 1.449 | -1,50 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 63.216 | -5,14 | 6.722 | -4,48 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 19.512 | 70,05 | 2.075 | 71,26 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 23.970 | -7,05 | 2.549 | -6,39 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 833 | 89 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 24.619 | 23,96 | 2.618 | 24,80 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 32.289 | -61,58 | 3.434 | -61,32 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 10.135 | 60,44 | 1.078 | 61,47 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 18.175 | 1,32 | 1.933 | 2,01 | ||||
| 2025-07-16 | 13F | American National Bank | 13.547 | -5,60 | 1.441 | -4,95 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 11.487 | 0,81 | 1.221 | 1,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 345.796 | 9,18 | 36.772 | 9,94 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 2.437 | -8,45 | 259 | -7,83 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 13.625 | -6,27 | 1.449 | -5,61 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 135.485 | -3,79 | 14.408 | -3,11 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 28.812 | 4,78 | 3.064 | 5,51 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 10.779 | 65,68 | 1.146 | 66,81 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 254.317 | 2,11 | 27.044 | 2,82 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 37.621 | 3,40 | 4.001 | 4,11 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 19.379 | -13,41 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 46.442 | -0,81 | 4.939 | -0,12 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 96.628 | 0,00 | 10.275 | 0,71 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 5.535 | 0,00 | 589 | 0,68 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 11.395 | 1.212 | ||||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 1.914 | 0,00 | 204 | 0,50 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2.452 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 5.025 | 0,58 | 534 | 1,33 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 70.870 | 128,86 | 7.536 | 130,46 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 5.190 | -8,56 | 552 | -8,01 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2.035 | 0,00 | 216 | 0,93 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 65.049 | 16,52 | 6.917 | 17,34 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 17.239 | -2,53 | 1.833 | -1,82 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 50 | 0,00 | 5 | 0,00 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2.694 | -1,75 | 286 | -0,69 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 3.824 | -30,42 | 407 | -30,00 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3.421 | 364 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 1.228 | 156,90 | 131 | 160,00 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 6.333 | -0,94 | 673 | -0,30 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 375 | 0,00 | 40 | 0,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10.601 | -4,83 | 1.127 | -4,17 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7.606 | 3,88 | 809 | 4,53 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 25.325 | -7,53 | 2.693 | -6,88 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 8.749 | 29,92 | 930 | 30,80 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 21.211 | -1,96 | 2.255 | -0,88 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 16.138 | -56,95 | 1.716 | -56,64 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 435 | 0,00 | 46 | 2,22 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 3.735 | 0,00 | 397 | 0,76 | ||||
| 2025-07-25 | NP | PMOAX - Opportunistic Municipal Fund Class A | 1.000 | 0,00 | 106 | -0,94 | ||||
| 2025-05-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 13.637 | 21,98 | 1.450 | 22,88 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 198.105 | 6,86 | 21.066 | 7,61 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 40.996 | -7,42 | 4.360 | -6,78 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 26.927 | -16,08 | 2.863 | -15,50 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 21.608 | 43,12 | 2.298 | 44,10 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 50.813 | -27,04 | 5.403 | -26,53 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 15.748 | -0,18 | 1.675 | 0,54 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3.000 | 319 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 11.840 | -13,77 | 1.259 | -13,11 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 3.299 | -46,25 | 351 | -45,99 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 613.408 | -7,71 | 65.230 | -7,07 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 5 | 0,00 | 1 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 4.160 | 12,07 | 442 | 13,04 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 482 | 0,00 | 51 | 2,00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 270.077 | 11,41 | 28.720 | 12,19 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 3.159 | 0,61 | 336 | 1,21 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 40.422 | -66,18 | 4.298 | -65,95 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 2.966 | 0,00 | 315 | 0,64 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 12.679 | 3,06 | 1.348 | 3,77 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 2.092 | 0,58 | 222 | 1,37 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3.854 | -33,34 | 410 | -32,95 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7.218 | 49,01 | 768 | 50,10 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1.418.214 | 7,47 | 150.813 | 8,22 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 39.565 | 2,04 | 4.207 | 2,76 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 25.929 | -3,34 | 2.757 | -2,65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11.963 | -9,60 | 1.272 | -8,95 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 4.669 | 41,10 | 497 | 42,12 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2.671 | -33,57 | 284 | -33,02 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.066 | 113 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 2 | 0,00 | ||||||
| 2025-04-23 | 13F | Austin Asset Management Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 15.290 | 0,35 | 1.626 | 0,99 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12.690 | 0,21 | 1.349 | 0,90 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 9.314 | 9,45 | 991 | 10,36 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 804 | 0,63 | 85 | 1,19 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 85.213 | -1,47 | 9.062 | -0,78 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 26.480 | -4,92 | 2.816 | -4,25 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 75.300 | 42,13 | 8.007 | 43,14 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5.995 | -13,84 | 637 | -13,22 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 2.015 | -31,18 | 214 | -30,74 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 97.860 | 51,39 | 10.407 | 52,47 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 37.918 | 25,06 | 4.032 | 25,96 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 36.639 | 8,65 | 3.896 | 9,41 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 2.202 | 234 | ||||||
| 2025-05-02 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 9.188 | -1,61 | 981 | -0,51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5.609 | 6,37 | 597 | 7,19 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 117.055 | -2,01 | 12.448 | -1,33 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 7.045 | 2,41 | 749 | 3,17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 990.029 | 1,56 | 105.252 | 2,24 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 5.031 | 0,00 | 535 | 0,56 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 4.762 | 0,00 | 506 | 0,80 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 22.325 | -24,19 | 2.374 | -23,64 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 5.826 | 54,29 | 620 | 55,78 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 6.097 | -2,04 | 648 | -1,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 24.052 | -1,48 | 2.558 | -0,81 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 397.823 | 730,75 | 42.304 | 736,71 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 3.358 | 0,00 | 357 | 0,00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 16.555 | 0,26 | 1.760 | 0,98 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 88.830 | 11,46 | 9.446 | 12,23 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 11.780 | 11,87 | 1.253 | 12,69 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 24.377 | 27,16 | 2.592 | 28,06 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 19.462 | 1,79 | 2.070 | 2,48 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 6.028 | -0,48 | 643 | 0,63 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 3.408 | 2,34 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18.024 | -2,81 | 1.916 | -2,04 | ||||
| 2025-04-15 | 13F | Collier Financial | 1.816 | -3,81 | 192 | -4,02 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.040 | 110 | ||||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 8.187 | 0,04 | 871 | 0,69 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 7.202 | -61,33 | 766 | -61,09 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 3.710 | 17,52 | 395 | 18,32 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 17.056 | 175,72 | 1.814 | 177,64 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1.628 | 0,00 | 173 | 1,17 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 30.996 | 24,15 | 3.296 | 25,04 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4.907 | 11,24 | 522 | 12,04 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 4.120 | 13,06 | 438 | 14,06 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 22.850 | -20,74 | 2.430 | -20,20 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 1.935 | 0,00 | 206 | 0,49 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 21.237 | -0,31 | 2.258 | 0,40 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 8.817 | 0,00 | 938 | 0,64 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 2.558 | -0,81 | 272 | 0,00 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 109.496 | 8,31 | 11.644 | 9,07 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 8.932 | -34,97 | 950 | -34,55 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 156.443 | 0,21 | 16.636 | 0,91 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2.884 | 307 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 115 | 0,00 | 12 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8.453 | 8,19 | 899 | 8,85 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1.941 | 6,12 | 205 | 5,70 | ||||
| 2025-05-13 | 13F | SevenBridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 3.683 | 44,09 | 392 | 45,35 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 29.234 | 2,85 | 3.109 | 3,57 | ||||
| 2025-08-26 | NP | TFPN - Blueprint Chesapeake Multi-Asset Trend ETF | 32.000 | 0,00 | 3.403 | 0,68 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 61.915 | 15,29 | 7 | 20,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 10.325 | 1,19 | 1.098 | 1,86 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3.293 | 0,00 | 350 | 0,86 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 19.708 | 105,29 | 2.096 | 106,81 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 518.520 | 1,22 | 55.139 | 1,93 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 4.950 | 0,00 | 526 | 0,77 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 16.072 | -0,37 | 1.710 | 1,06 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 4.387 | 0,00 | 467 | 0,65 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 3.605 | -7,54 | 383 | -6,81 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 30.586 | 2,63 | 3.253 | 3,37 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 3.238 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 16.365 | 39,24 | 1.740 | 40,21 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 6.750 | 0,00 | 718 | 0,70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.211 | 43,22 | 341 | 44,49 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 381.277 | 5,11 | 40.545 | 5,85 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2.659 | 0,95 | 283 | 1,81 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 17.800 | 1.893 | ||||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 61.145 | -0,89 | 6.502 | -0,18 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2.894 | -14,10 | 308 | -13,52 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4.313 | 6,02 | 459 | 6,76 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 3.310 | 40,37 | 352 | 40,96 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3.149 | -0,60 | 335 | 0,00 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 51.101 | 80,73 | 5.434 | 82,04 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 37.577 | -11,51 | 3.996 | -10,91 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 3.504 | -31,75 | 373 | -31,37 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 53.303 | -3,29 | 6 | 0,00 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 13.254 | 118,07 | 1.409 | 119,81 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 3.000 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 125.882 | -26,44 | 13.386 | -25,93 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 986 | 105 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5.109 | 7,24 | 543 | 7,95 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 9.545 | 385,01 | 1.015 | 390,34 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 3.000 | 0,00 | 319 | 0,95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24.545 | 24,70 | 2.610 | 25,66 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 3.290 | 350 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 214 | 8,08 | 23 | 10,00 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 6.756 | 0,00 | 718 | 0,70 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 185.745 | 322,23 | 19.752 | 325,23 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 2.661 | -13,29 | 283 | -12,96 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 14.996 | 7,08 | 1.595 | 7,85 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 4.310 | 0,00 | 458 | 0,66 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 83.722 | 36,50 | 9 | 33,33 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 15.000 | -0,25 | 1.595 | 0,50 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Penney Financial, LLC | 23.205 | 0,57 | 2.468 | 1,27 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 2.080 | 221 | ||||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 200.505 | 13,06 | 21.322 | 13,85 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 806 | -1,59 | 86 | -1,16 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1.339 | -64,23 | 142 | -64,05 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 16.003 | -3,17 | 1.702 | -2,52 | ||||
| 2025-08-05 | 13F | Allstate Corp | 20.644 | 2.195 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 21.691 | -17,30 | 2.307 | -16,72 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 33.148 | 0,74 | 3.525 | 1,44 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 12.598 | 18,87 | 1.340 | 19,66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 134.403 | 84,93 | 14.292 | 86,24 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 3.036 | 57,71 | 323 | 58,62 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 3.796 | 0,00 | 404 | 0,75 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2.230 | 237 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 11.616 | -63,19 | 1.235 | -62,94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 80.402 | -9,30 | 8.550 | -8,66 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 36.201 | -3,42 | 3.850 | -2,75 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 493.800 | 49,64 | 52.511 | 50,68 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 13.241 | 1.408 | ||||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 6.829 | 726 | ||||||
| 2025-08-12 | 13F | Dean Investment Associates, Llc | 6.650 | 0,00 | 707 | 0,71 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 157.870 | -18,58 | 16.788 | -18,01 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 181 | 0 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 18.227 | -16,62 | 1.938 | -16,03 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 44.711 | 4.755 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 7.736 | 25,06 | 1 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 46 | -45,24 | 5 | -50,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2.600 | 0,00 | 276 | 0,73 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 12.927 | 1.375 | ||||||
| 2025-07-23 | 13F | Wise Wealth Partners | 2.938 | 0,55 | 312 | 1,30 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 5.637 | 163,78 | 599 | 166,22 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2.644 | 1,65 | 279 | 2,95 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 20.037 | 33,72 | 2.131 | 34,64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23.151 | 1,01 | 2.462 | 1,69 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 7.285 | -0,67 | 775 | 0,00 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 17.496 | 1.861 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 80.020 | 20,42 | 8.509 | 21,26 | ||||
| 2025-08-08 | 13F | Renasant Bank | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 2.429 | 0,58 | 258 | 1,18 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 30.561 | 3.250 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 420 | -97,44 | 45 | -97,46 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 27.614 | 0,00 | 2.936 | 0,69 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 278.065 | 2,16 | 29.569 | 2,88 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2.670 | -0,52 | 284 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38.274 | 2,50 | 4.070 | 3,25 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 18.025 | 0,00 | 1.917 | 0,68 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 1.998 | 0,00 | 212 | 0,95 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14.601 | 23,39 | 1.553 | 24,26 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30.995 | -2,08 | 3.296 | -1,38 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11.603 | -56,85 | 1.234 | -56,57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 49.086 | 11,33 | 5.220 | 12,09 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 83.457 | -1,59 | 8.875 | -0,90 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 10.204 | 0,01 | 1.085 | 0,74 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 5.297 | -6,79 | 563 | -6,17 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 70.902 | -0,45 | 7.540 | 0,25 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 12.072 | 29,50 | 1.284 | 30,39 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 12.911 | -1,90 | 1.373 | -1,22 | ||||
| 2025-08-04 | 13F | Balentine LLC | 144 | -89,25 | 15 | -89,36 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 264.342 | -0,16 | 28.110 | 0,54 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 9.134 | -2,66 | 971 | -1,92 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2.249 | -29,67 | 239 | -29,08 | ||||
| 2025-07-07 | 13F | Trust Co | 1.449 | -36,03 | 154 | -35,56 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 12.657 | 19,39 | 1.346 | 19,88 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 66.064 | -38,32 | 7.025 | -37,89 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2.600 | 76,27 | 276 | 78,06 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 33.355 | -5,46 | 3.563 | -4,35 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 4.126 | -4,78 | 439 | -4,16 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 2.640 | 0,00 | 281 | 0,72 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7.607 | 24,32 | 809 | 25,08 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Durante & Waters, Llc | 42.817 | -0,19 | 4.553 | 0,53 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 2.535 | 32,10 | 270 | 33,17 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 7.448 | -1,68 | 792 | -0,88 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23.933 | -45,00 | 2.545 | -44,61 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6.894 | 733 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 48.712 | -3,38 | 5.180 | -2,69 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 140.610 | 35,36 | 14.952 | 36,31 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 5.126 | 0,49 | 545 | 1,30 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1.427 | 0,00 | 152 | 0,67 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 8.212 | -14,91 | 873 | -14,33 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5.028 | -0,87 | 535 | 0,56 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 400 | 43 | ||||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 3.700 | 0,52 | 393 | 1,29 | ||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 3.861 | -9,89 | 411 | -9,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 4.926 | 524 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 8.299 | 4,73 | 876 | 4,91 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6.101 | -0,62 | 649 | 0,00 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 21.668 | 0,19 | 2.304 | 0,92 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 79.141 | 4,02 | 8.416 | 4,74 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 9.195 | -17,31 | 978 | -16,78 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 37.437 | 12,16 | 3.981 | 12,97 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 118 | 0,00 | 13 | 0,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 60.505 | 6.433 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5.709 | 0,00 | 607 | 0,83 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 64.591 | 15,01 | 6.869 | 15,82 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 13.503 | 77,60 | 1.436 | 78,93 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 15.878 | -4,72 | 1.688 | -4,04 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 15.181 | 12,62 | 1.614 | 13,42 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 844 | 90 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 116.067 | -3,53 | 12.343 | -2,86 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4.939 | 8,22 | 525 | 9,15 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 14.607 | 0,00 | 1.542 | 0,13 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 8.284 | 0,57 | 881 | 1,27 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 2.507 | 0,00 | 267 | 0,76 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12.738 | 62,70 | 1.355 | 63,92 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9.112 | 3,33 | 969 | 3,97 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12.258 | 0,38 | 1.304 | 1,09 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 239 | 0,42 | 25 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 584.732 | 1,01 | 62.180 | 2,00 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 30.465 | 11,13 | 3.240 | 11,92 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 4.255 | -8,57 | 452 | -7,94 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9.145 | -9,12 | 972 | -8,47 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2.851 | -56,04 | 304 | -55,49 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 10.235 | 0,00 | 1.088 | 0,74 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1.168 | 1,13 | 124 | 2,48 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 39.397 | 9,43 | 4.190 | 10,21 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 11.117 | -63,79 | 1.182 | -63,54 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 49.469 | 30,95 | 5.261 | 31,86 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 3.667 | -15,51 | 390 | -15,07 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 33.353 | -7,91 | 3.547 | -7,27 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6.679 | 69,73 | 710 | 71,08 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 7.922 | 0,76 | 842 | 1,45 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 51.092 | -5,35 | 5.433 | -4,68 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8.065 | 117,39 | 858 | 119,18 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 34.535 | 5,24 | 3.672 | 5,97 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 12.636 | 1,09 | 1.344 | 1,74 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 12.617 | 0,00 | 1.342 | 0,68 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1.895 | 202 | ||||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 5.277 | 4,29 | 557 | |||||
| 2025-07-24 | 13F | Eastern Bank | 423 | 1.264,52 | 45 | 1.366,67 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14.505 | 0,83 | 1.542 | 1,51 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2.148 | 0,00 | 228 | 0,88 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 28.825 | 3.065 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 450 | 0,00 | 48 | 0,00 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 13.185 | 0,00 | 1.402 | 0,72 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 133.662 | 8,29 | 14 | 7,69 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 15.316 | 5,15 | 1.629 | 5,85 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 85.945 | -50,22 | 9.139 | -49,87 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 955 | 0,00 | 100 | 0,00 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 2.303 | 245 | ||||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 2.685 | -18,96 | 286 | -18,34 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 7.736 | -23,79 | 823 | -23,25 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 18.914 | -2,52 | 2.011 | -1,81 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 2.591 | 276 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 68.148 | 10,33 | 7.247 | 11,10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14.979 | -34,13 | 1.593 | -33,69 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 94.218 | 45,68 | 10.019 | 46,71 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 2.080 | 18,52 | 221 | 19,46 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 10.949 | 2,85 | 1.164 | 3,56 | ||||
| 2025-08-05 | 13F | McBroom & Associates, LLC | 18.843 | 0,00 | 1.990 | 0,00 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 33.036 | -3,56 | 3.513 | -2,88 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 4.432 | -24,83 | 471 | -24,28 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 290.483 | 6,79 | 30.675 | 6,92 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18.354 | 5,96 | 1.959 | 7,05 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 4.065 | 12,42 | 432 | 13,39 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 26.576 | -31,68 | 2.826 | -31,19 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 3.296 | 0,00 | 350 | 0,57 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 159.994 | -0,25 | 17.014 | 0,45 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 16.600 | 30,71 | 1.765 | 31,62 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11.850 | -12,58 | 1.260 | -11,95 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 68.156 | -0,07 | 7.271 | 1,45 | ||||
| 2025-08-14 | 13F | Betterment LLC | 216.032 | 524,89 | 23 | 633,33 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2.916 | 0,00 | 310 | 0,98 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1.750 | -49,94 | 186 | -49,59 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6.067 | 118,95 | 645 | 120,89 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7.833 | -5,86 | 833 | -5,13 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2.039 | -0,97 | 217 | -0,46 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 73.104 | 2,71 | 7.774 | 3,42 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 598 | 374,60 | 64 | 384,62 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 8.788 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 137.877 | 85,71 | 14.662 | 87,00 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 63.223 | 4,26 | 6.723 | 5,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 171.641 | 1.228,49 | 18.252 | 1.238,12 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2.210 | 235 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 31 | 3 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 7.790 | -6,94 | 828 | -6,33 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 51.373 | 11,81 | 5.463 | 12,62 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 17.696 | 4,38 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 22 | -65,08 | 2 | -66,67 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 18.052 | 3,59 | 1.920 | 4,29 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 8.748 | 930 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3.539 | 376 | ||||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 4.132 | 0,00 | 439 | 0,69 | ||||
| 2025-07-09 | 13F | Exchange Bank | 10.435 | 20,57 | 1.110 | 21,47 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 4.674 | -1,62 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 6.370.874 | 92,80 | 677.479 | 94,15 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 172.817 | 0,33 | 18.379 | 1,55 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 329 | 0,00 | 35 | 0,00 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 13.254 | 0,04 | 1.409 | 0,71 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 10.578 | 7,72 | 1.125 | 8,49 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 38.185 | -1,22 | 4.061 | -0,54 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 122 | -84,65 | 13 | -85,54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 213.359 | -14,62 | 22.689 | -14,02 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 12.561 | 5,44 | 1.337 | 6,79 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 35.345 | -0,22 | 3.759 | 0,48 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 3.950 | 0,00 | 420 | 0,72 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 2.535 | 270 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3.025 | 10.331,03 | 322 | 10.600,00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2.000 | 0,00 | 213 | 0,47 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 364 | 87,63 | 39 | 90,00 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 525 | 0 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 4.054 | 0,27 | 431 | 0,94 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3.707 | 0,00 | 394 | 0,77 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4.957 | 0,06 | 527 | 0,76 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 8.517 | 906 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 114.320 | -1,99 | 12.157 | -1,31 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 4.615 | 491 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7.227.599 | 2,80 | 768.583 | 3,52 | ||||
| 2025-06-03 | 13F | Invst, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 6.803 | 723 | ||||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 9.888 | -0,10 | 1.051 | 0,57 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 27.860 | 6,76 | 2.963 | 7,51 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 235.731 | 8,30 | 25.068 | 9,06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 526.015 | 38,59 | 55.936 | 39,56 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 2.342 | -51,41 | 249 | -51,08 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 243.754 | 18,93 | 25.921 | 19,77 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 12.883 | 52,41 | 1.370 | 53,48 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 88.566 | -10,20 | 9.418 | -9,57 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 9.077 | 26,90 | 965 | 27,98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 77.970 | 6,65 | 8.291 | 7,40 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 659 | 0,00 | 70 | 1,45 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13.949 | -7,88 | 1.483 | -7,25 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 5.936 | 0,44 | 634 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17.574 | 4,16 | 1.873 | 5,40 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 9.920 | 0,49 | 1.055 | 1,15 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 1.300 | 0,00 | 138 | 0,73 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 2.292 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 3.501 | -3,98 | 372 | -3,38 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1.380 | 0,00 | 147 | 0,69 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 1.922 | 195,69 | 204 | 200,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 266.631 | 9,97 | 28.354 | 10,75 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 10.070 | 0,00 | 1.071 | 0,66 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 27.211 | -4,59 | 2.894 | -3,92 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2.715 | -46,90 | 289 | -46,57 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 91.451 | 8,52 | 9.725 | 9,27 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 40.875 | -2,39 | 4.347 | -1,72 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 1.974 | 0,00 | 210 | 0,48 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 187 | -22,41 | 20 | -24,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 9.404 | 0,01 | 1.000 | 0,81 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.000 | 0,00 | 213 | 0,47 | ||||
| 2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4.255 | 0,00 | 452 | 0,67 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 113.906 | 6,72 | 12.113 | 7,46 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 12.162 | -0,86 | 1.293 | 0,47 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16.337 | 7,33 | 1.737 | 8,09 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 8.322 | 0,00 | 885 | 0,68 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 1.696 | 0,71 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 17.332 | 0,32 | 1.843 | 1,04 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24.506 | 103,52 | 2.606 | 104,96 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6.898.621 | 4,98 | 733.599 | 5,71 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 3.048 | 0,00 | 324 | 0,93 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 5.956 | 58,49 | 633 | 59,85 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 11.160 | -0,02 | 1.187 | 0,68 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4.879 | 0,00 | 519 | 0,58 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 569.684 | 1,88 | 60.580 | 2,59 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 7.163 | -3,29 | 756 | -3,20 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 31.178 | -0,02 | 3.315 | 0,67 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 3.525 | 0 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5.416 | -0,02 | 576 | 0,70 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 72.649 | 908.012,50 | 7.725 | |||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 8.471 | 0,58 | 901 | 1,24 | ||||
| 2025-04-22 | 13F | Country Trust Bank | 4 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Wit, Llc | 418.588 | 44.513 | ||||||
| 2025-04-30 | 13F | True Vision MN LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 13.470 | 2,59 | 1.432 | 3,32 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23.604 | -10,65 | 2.510 | -10,00 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 9.080 | -52,20 | 966 | -51,89 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 550 | -88,39 | 58 | -88,40 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 10.735 | -5,83 | 1.142 | -5,15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5.503.994 | 4,39 | 585.294 | 5,12 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 4.116 | 0,51 | 438 | 1,39 | ||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 7.495 | 2,04 | 797 | 2,84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 73.148 | 34,91 | 8 | 40,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6.193 | -20,34 | 659 | -19,76 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 4.710 | -1,88 | 501 | -1,19 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 599.247 | 2,88 | 63.680 | 3,53 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 2.264 | 241 | ||||||
| 2025-08-14 | 13F | Family Management Corp | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13.818 | -7,12 | 1.469 | -6,49 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6.054 | 43,43 | 644 | 44,49 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 63.498 | 1,04 | 6.752 | 1,75 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 157.618 | -70,30 | 16.761 | -70,09 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 43 | 5 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 4.984 | 4,95 | 530 | 5,79 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 170.066 | -13,32 | 18.085 | -12,72 | ||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Sachetta, LLC | 1.600 | 6,67 | 170 | 7,59 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 59.800 | -6,82 | 6.359 | -6,17 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3.387 | -16,96 | 360 | -16,28 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 2.259 | -2,25 | 240 | -1,23 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 50.339 | 314,65 | 5.353 | 317,80 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3.412.277 | 8,98 | 362.861 | 9,74 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 50.317 | 2,22 | 5.351 | 2,92 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2.073 | 220 | ||||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 6.842 | 7,43 | 728 | 8,18 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 818.504 | -1,36 | 87.040 | -0,67 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 88.007 | 29,79 | 9.359 | 30,70 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 1.959 | 208 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 5.477 | -9,80 | 582 | -9,20 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 26.540 | -6,12 | 2.822 | -5,46 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 3.346 | -63,74 | 356 | -63,55 |
