Grundlæggende statistik
| Institutionelle ejere | 1223 total, 1220 long only, 0 short only, 3 long/short - change of -1,28% MRQ |
| Gennemsnitlig porteføljeallokering | 0.7001 % - change of -3,41% MRQ |
| Institutionelle aktier (lange) | 582.914.155 (ex 13D/G) - change of 36,98MM shares 6,77% MRQ |
| Institutionel værdi (lang) | $ 28.124.180 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (US:VTEB) har 1223 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 582,914,155 aktier. Største aktionærer omfatter Jpmorgan Chase & Co, Northwestern Mutual Wealth Management Co, Creative Planning, Charles Schwab Investment Management Inc, Morgan Stanley, Raymond James Financial Inc, Wealthfront Advisers Llc, Fmr Llc, Northern Trust Corp, and Sei Investments Co .
Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (ARCA:VTEB) 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 49,99 / share. Previously, on September 16, 2024, the share price was 51,05 / share. This represents a decline of 2,08% 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.
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.
Opgrader
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 16.272 | 798 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 23.419 | -1,64 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 9.702 | -7,41 | 473 | -8,51 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 754.721 | 4,29 | 37.004 | 3,05 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 91.073 | 6,23 | 4.465 | 4,98 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 29.304 | 483,16 | 294 | 18,07 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 14.848 | -64,79 | 728 | -65,23 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1.250 | 61 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4.903 | 1,36 | 240 | 0,00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 208.956 | -10,13 | 10 | -9,09 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 6.255 | 0,00 | 307 | -1,29 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 94.696 | 0,82 | 4.643 | -0,39 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10.570 | 58,59 | 518 | 56,97 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 54.168 | -6,40 | 2.630 | -7,36 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.374.390 | -1,44 | 116.416 | -2,61 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 293.331 | 0,23 | 14.382 | -0,96 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 31.790 | -0,95 | 1.555 | -2,39 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 118 | 0,85 | 6 | 0,00 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 137.996 | 6.766 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 77.170 | 4,47 | 3.784 | 3,22 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 42.457 | 126,26 | 2.082 | 123,52 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 891.404 | -6,22 | 43.706 | -7,33 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 59.289 | -1,96 | 2.907 | -3,13 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 97.684 | 11,90 | 4.789 | 10,57 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 15.860 | 0,65 | 1 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 5.840 | 0,00 | 286 | -1,38 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 118.489 | 27,89 | 5.810 | 26,37 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 55.820 | -13,14 | 2.737 | -14,18 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 142.151 | 5,78 | 6.970 | 4,51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 3.347 | 0,57 | 164 | -0,61 | ||||
| 2025-07-21 | 13F | Cromwell Holdings LLC | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 4.449 | 0,00 | 218 | -0,91 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 77.838 | -28,26 | 3.816 | -29,12 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 9.033 | 32,88 | 443 | 31,16 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14.426 | 1,38 | 707 | 0,14 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 5.046.259 | 8,98 | 247.418 | 7,68 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 22.998 | 8,55 | 1.128 | 7,23 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 132.002 | 2.373,80 | 6.472 | 2.333,08 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 17.296 | 2,20 | 848 | 1,07 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 11.558 | 53,57 | 567 | 51,74 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 62.427 | 2,60 | 3.061 | 1,36 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 12.442 | 0,06 | 610 | -1,13 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 125.867 | -43,35 | 6 | -45,45 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.894 | 0,00 | 93 | -1,08 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 107.213 | 7,25 | 5.257 | 5,97 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 14.217 | -2,01 | 692 | -3,89 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11.390 | -44,44 | 558 | -45,67 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 104.239 | -12,71 | 5.111 | -13,76 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 257.023 | -0,40 | 12.602 | -1,59 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 336.379 | 1.712,39 | 16.493 | 1.692,61 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 12.589 | -15,02 | 1 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 1.075.627 | 17,39 | 52.738 | 16,00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 38.348 | -5,63 | 1.880 | -6,75 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 24.216 | 178,60 | 1.187 | 175,41 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 905 | -61,97 | 44 | -62,71 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 2.000 | 0,00 | 98 | -1,01 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 98.788 | 68,29 | 4.844 | 66,31 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 50.859 | -41,36 | 2.470 | -42,62 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12.426 | -13,03 | 609 | -13,98 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 4.612 | 0,00 | 226 | -0,88 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 121 | -39,50 | 6 | -44,44 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 4.965 | -27,31 | 243 | -28,11 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 88.578 | 4.343 | ||||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 5.632 | 0,00 | 276 | -1,08 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 95.996 | -26,72 | 4.701 | -27,57 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 26.079 | 204,45 | 1.279 | 200,71 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 275.544 | -20,51 | 13.510 | -21,46 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 7.632 | -8,40 | 374 | -9,44 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10.943 | 537 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 745.522 | 36.553 | ||||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Red Tortoise LLC | 38.286 | 152,58 | 1.877 | 149,60 | ||||
| 2025-08-22 | NP | FENCX - Fidelity SAI Enhanced Municipal Income Fund | 42.800 | 131,35 | 2.098 | 128,79 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 108 | 0,00 | 5 | 0,00 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 178.896 | 39,64 | 8.771 | 37,97 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 19.814 | 45,54 | 971 | 43,85 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 24.337 | -13,38 | 1.193 | -14,42 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 14.851 | -3,08 | 728 | -4,21 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 350.253 | 2,48 | 17.173 | 1,26 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 159.932 | 7.841 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 6.432 | -0,06 | 315 | -1,25 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 33.737 | -8,53 | 1.654 | -9,62 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 89.877 | -3,01 | 4.407 | -4,15 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 149.146 | -4,18 | 7.313 | -5,32 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9.004 | 0,03 | 441 | -1,12 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 121.438 | 42,87 | 5.954 | 41,19 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45.537 | 13,18 | 2.233 | 11,82 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 532.470 | -9,41 | 26.107 | -10,49 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 7.237 | 0,84 | 355 | -0,56 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 177.137 | 21,10 | 8.685 | 19,68 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4.386 | 0,00 | 215 | -0,92 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1.984.644 | -1,42 | 97.307 | -2,60 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 7.868 | -19,12 | 386 | -20,12 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 18.162 | -30,58 | 890 | -31,43 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 434.319 | 1.194,16 | 21.295 | 1.178,92 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 96.278 | -0,63 | 4.721 | -1,81 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 22.431 | 46,44 | 1.100 | 44,61 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 6.675 | 0,00 | 327 | -1,21 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3.576 | 510,24 | 175 | 503,45 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 8.227 | 0,30 | 403 | -0,74 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 79.728 | 1,60 | 3.909 | 0,41 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 63.214 | -15,71 | 3.099 | -16,72 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 64 | 0,00 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 72.943 | -12,82 | 3.576 | -13,85 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 153.772 | 0,80 | 7.539 | -0,40 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 1.259.230 | -14,52 | 61.740 | -15,53 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 184.879 | 80,41 | 9.065 | 78,28 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 19.291 | -1,05 | 946 | -2,28 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 45.463 | -51,56 | 2.229 | -52,14 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 21.611 | 0,00 | 1.060 | -1,21 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 546.685 | 1,98 | 26.777 | 0,67 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 8.089 | -5,41 | 397 | -6,60 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1.417 | 189,78 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 171.657 | 12,39 | 8.416 | 11,06 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 10.856 | -26,18 | 532 | -27,02 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 6.971 | -0,27 | 342 | -1,45 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 17.446 | 0,00 | 855 | -1,16 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10.253 | 503 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 24.020 | 1.178 | ||||||
| 2025-08-05 | 13F | Burney Co/ | 54.775 | 94,50 | 2.686 | 92,20 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 134 | 13.300,00 | 7 | -57,14 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 5.650 | 0,02 | 277 | -1,07 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 76.092 | -22,25 | 3.731 | -23,19 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 179.431 | 99,22 | 8.798 | 96,84 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 53.405 | 5,01 | 2.618 | 3,77 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5.538 | 13,39 | 272 | 11,98 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 12.197 | 598 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17.119 | 45,99 | 839 | 44,41 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 24.753 | 62,51 | 1.214 | 60,66 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 164.729 | 63,88 | 8.077 | 61,94 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 183.708 | -8,67 | 9.007 | -9,75 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 153.103 | -4,00 | 7.507 | -5,14 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 6.670 | 237,89 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 838 | 16,23 | 41 | 17,14 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 7.317 | 0,00 | 359 | -1,38 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 5.155 | 0,00 | 253 | -1,18 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 195.701 | 10,90 | 9.595 | 9,58 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 59.314 | 108,26 | 2.908 | 105,80 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 4.350 | 213 | ||||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 34.648 | -2,93 | 1.699 | -4,12 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 296.755 | 14,67 | 14.550 | 13,31 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4.310 | 211 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 9.013 | 0,00 | 442 | -1,34 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 19.311 | 0,00 | 947 | -1,25 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 9.289 | -17,64 | 455 | -18,60 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 356.447 | 15,33 | 17.477 | 13,96 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 2.015 | 0,80 | 99 | -1,01 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 75.384 | -2,62 | 3.696 | -3,78 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16.730 | -0,68 | 820 | -1,80 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 10.721 | -15,46 | 526 | -16,53 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 970.692 | -0,65 | 47.593 | -1,83 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 78.606 | -8,23 | 3.854 | -9,32 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 15.525 | 0,00 | 761 | -1,17 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 32.142 | 7,39 | 1.576 | 6,06 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 246.195 | -10,41 | 12.071 | -11,48 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 40.546 | 4,84 | 1.988 | 3,54 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3.158.757 | -16,22 | 154.874 | -17,21 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1.066.333 | -2,93 | 52.282 | -4,08 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 40.249 | 3,62 | 1.973 | 2,39 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 101 | 5 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 19.198 | -14,53 | 941 | -15,53 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1.760 | 62,96 | 86 | 62,26 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 136.705 | -8,35 | 6.703 | -9,44 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 386 | 19 | ||||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 37.192 | -6,56 | 1.824 | -7,65 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1.269.611 | -0,85 | 62.249 | -2,03 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 93.234 | -2,17 | 4.571 | -3,32 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 31.835 | -38,38 | 1.561 | -39,13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 844.108 | -16,39 | 41 | -18,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 20.735 | 6,69 | 1.017 | 5,39 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 31.782 | -13,59 | 1.558 | -14,63 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 80.157 | 3.930 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 81.198 | -14,27 | 3.981 | -15,28 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 14.276 | 700 | ||||||
| 2025-08-05 | 13F | Snider Financial Group | 43.916 | 1,14 | 2.153 | -0,05 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17.828 | 113,79 | 874 | 111,62 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 102.130 | -39,58 | 5.007 | -40,30 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10.205 | -33,37 | 500 | -34,12 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 39.250 | 6,42 | 1.924 | 5,14 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 227.290 | 13,14 | 11.144 | 11,80 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 53.181 | -4,53 | 2.607 | -5,65 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 39.231 | -19,53 | 1.923 | -20,47 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 57.395 | 1,72 | 2.814 | 0,54 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 45.526 | 39,27 | 2.222 | 39,69 | ||||
| 2025-05-07 | 13F | Werba Rubin Papier Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 85.046 | -9,74 | 4.170 | -10,82 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sfm, Llc | 5.406 | 0,00 | 265 | -1,12 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 14.270 | 0,00 | 700 | -1,27 | ||||
| 2025-08-12 | 13F | Ade, Llc | 15.739 | 0,00 | 772 | -1,15 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 14.314 | 1,39 | 702 | 0,14 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10.034 | -30,07 | 0 | |||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 6.996 | 342 | ||||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 21.020 | 23,50 | 1.031 | 22,04 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7.404.770 | 87,65 | 363.056 | 85,42 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 23.096 | -0,88 | 1.132 | -2,08 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 36.909 | 1.810 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 191.871 | 80,53 | 9.407 | 78,40 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4.182 | -8,43 | 205 | -9,29 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 24.118 | -0,22 | 1.183 | -1,42 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 140.313 | 3,33 | 7 | 0,00 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 9.650 | 0,00 | 473 | -1,05 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 75.750 | -2,54 | 3.714 | -3,68 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 102.091 | -8,68 | 5.006 | -9,77 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 13.472 | -91,57 | 1 | -100,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24.384 | -18,52 | 1.196 | -19,47 | ||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5.614 | -62,29 | 275 | -62,74 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 7 | 0 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 17.183 | 96,78 | 842 | 94,46 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 9.871 | 2,60 | 484 | 1,26 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1.644 | 0,00 | 81 | -1,23 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 550.027 | -23,67 | 27.292 | -24,45 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 18.022 | -4,56 | 884 | -5,76 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 95.324 | 197,65 | 4.674 | 194,08 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 92.439 | 11,75 | 4.532 | 10,43 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 20.374 | 999 | ||||||
| 2025-08-14 | 13F | Cooperman Leon G | 12.876 | 0,00 | 631 | -1,10 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 4.947 | -32,79 | 243 | -34,24 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 14.032 | 0,31 | 688 | -0,86 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 34.770 | -1,37 | 1.689 | -3,43 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 9.334 | 0,00 | 458 | -1,30 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 29.280 | 7,23 | 1.435 | 5,98 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 6.007 | 0 | ||||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 30.557 | 6,52 | 1.498 | 5,27 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 16.241 | 3,56 | 796 | 3,51 | ||||
| 2025-08-01 | 13F | a16z Perennial Management, L.P. | 435.683 | 0,00 | 21.362 | -1,19 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 6.474 | -6,90 | 317 | -8,12 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1.138 | 0,00 | 56 | -1,79 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 4.544 | -3,20 | 223 | -4,31 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 53.568 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 83.117 | 1.825,34 | 4.056 | 1.760,55 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 45.802 | 522,23 | 2.246 | 515,07 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 18.190 | 0,84 | 892 | -0,45 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 48.435 | 29,41 | 2.375 | 27,84 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 45.137 | -43,90 | 2.213 | -44,56 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | BWM Planning, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 99.523 | -2,27 | 4.880 | -3,44 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 69.329 | 136,09 | 3.399 | 133,29 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 45.448 | -15,52 | 2.228 | -16,52 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 393 | 0,00 | 19 | 0,00 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 55.037 | 48,88 | 2.698 | 47,11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3.216.439 | -8,94 | 157.680 | -10,03 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 8.085 | -14,40 | 396 | -15,38 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 6.234 | -6,75 | 306 | -7,85 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 4.729 | -47,33 | 232 | -48,09 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 3.380 | 2,49 | 166 | 1,23 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 6.218 | -8,46 | 305 | -9,79 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 93.732 | 32,28 | 4.596 | 30,69 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 28.939 | -38,19 | 1.419 | -38,96 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8.949 | -0,15 | 439 | -1,35 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 53.701 | -4,66 | 2.633 | -5,80 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 174.193 | 0,19 | 8.541 | -1,01 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 19.491 | -92,06 | 956 | -92,16 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 4.453 | -3,68 | 0 | |||||
| 2025-04-23 | 13F | Keudell/Morrison Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 14.813 | 0,84 | 726 | -0,27 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 76.718 | 1,27 | 3.761 | 0,05 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 51.727 | -0,39 | 2.567 | -1,42 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 70.014 | -1,23 | 3.433 | -2,42 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 72.660 | 18,10 | 3.563 | 16,71 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 418.936 | 11,57 | 20.494 | 10,00 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 75.737 | 4,43 | 3.713 | 3,20 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 10.431 | 1,12 | 511 | 0,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 21.191 | -14,29 | 1.037 | -14,37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 20.414 | 1.001 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 11.200 | 0,00 | 549 | -1,08 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 17.753 | 29,95 | 870 | 28,51 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 327.350 | 5,28 | 16.050 | 4,03 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 11.099 | -2,15 | 540 | -2,53 | ||||
| 2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 640 | 0,00 | 31 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 26.851.781 | 2,69 | 1.316.543 | 1,47 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 27.808 | 1.363 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24.403 | -26,36 | 1.196 | -27,25 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 527.685 | 4.724,33 | 25.872 | 4.673,43 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 8.927 | -8,35 | 438 | -9,52 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 49.744 | -11,36 | 2.439 | -12,43 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 18.789 | 0,18 | 921 | -0,97 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 11.581 | -1,62 | 568 | -2,91 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 33.096 | -20,88 | 1.623 | -21,83 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 829 | 41 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 329.967 | 0,04 | 16.178 | -1,15 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 54.224 | -87,91 | 2.691 | -88,03 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9.533 | -6,25 | 467 | -7,34 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1.111 | 0 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 775 | 0,00 | 38 | -2,63 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 73.842 | 0,26 | 3.613 | -1,12 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 666 | 0,00 | 33 | -3,03 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2.076.352 | -9,56 | 101.077 | -9,82 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 18.113 | 0,00 | 888 | -1,11 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 629 | 0,00 | 31 | -3,23 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 8.011 | 0,00 | 393 | -1,26 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 201.979 | -29,60 | 9.903 | -30,43 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Strategic Equity Management | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6.511 | -11,29 | 323 | -11,99 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 20.352 | 18,66 | 998 | 17,16 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 19.411 | -4,60 | 952 | -5,75 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 11.052 | 79,01 | 542 | 76,80 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 32.849 | -89,56 | 1.611 | -89,69 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 305.192 | 0,47 | 14.939 | 2,19 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 45.396 | -1,80 | 2.226 | -2,97 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 105.796 | 3,28 | 5.177 | 1,85 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8.626 | -55,76 | 423 | -56,36 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6.410.501 | 7,61 | 314.307 | 6,33 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6.461 | -84,68 | 317 | -84,90 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4.381.736 | 24,16 | 214.656 | 22,69 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7.229 | -22,96 | 354 | -23,87 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 208 | -27,53 | 10 | -23,08 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 187 | 9 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 5.395 | 14,18 | 265 | 10,46 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 113.157 | 7,47 | 5.548 | 6,20 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 365.872 | 8,30 | 17.928 | 9,37 | ||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 333.868 | 4,86 | 16.370 | 3,61 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 16.099 | -1,78 | 789 | -2,95 | ||||
| 2025-04-25 | NP | PMIO - PGIM Municipal Income Opportunities ETF | 18.000 | 0,00 | 912 | -0,76 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 15.530 | 0,00 | 761 | -1,17 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 212.271 | -3,59 | 10.408 | -4,74 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 42.096 | 7,78 | 2.064 | 6,45 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 40.573 | -27,15 | 1.989 | -28,01 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 66.896 | -0,50 | 3.280 | -1,71 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 535.770 | -2,47 | 26.269 | -3,63 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 6.760 | -96,72 | 331 | -96,76 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 2.830 | 0,00 | 139 | -1,43 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4.731 | -37,99 | 232 | -38,89 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 45.077 | 385,06 | 2.210 | 379,39 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 8.559 | 0,26 | 420 | -0,95 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 148.052 | -14,77 | 7.259 | -15,79 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 210.218 | 14,03 | 10.307 | 12,67 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 160.025 | 32,07 | 7.846 | 30,51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.124.602 | 23,70 | 55.139 | 22,23 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 80.537 | -51,55 | 3.949 | -52,13 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 37.673 | 2,34 | 1.847 | 1,15 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 13.369 | 3,64 | 655 | 2,34 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 6.440 | 316 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 38.850 | 1.905 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 744.073 | 67,90 | 36.482 | 65,90 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 24.510 | 1.202 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 31.753 | 25,41 | 1.557 | 23,89 | ||||
| 2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 182.517 | -30,50 | 8.934 | -30,00 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 6.232 | -31,01 | 306 | -31,92 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 21.646 | 0,00 | 1.061 | -1,21 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 13.252 | 0,29 | 1 | |||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 5.175 | 254 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 387.695 | 9,14 | 19.009 | 7,83 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 20.760 | 68,92 | 1.018 | 69,22 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 267.917 | 13.136 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 12.431 | 836,77 | 609 | 836,92 | ||||
| 2025-04-02 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 37.903 | -4,75 | 1.858 | -5,88 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 79.631 | -51,21 | 3.904 | -51,80 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 514.995 | 7,77 | 25.250 | 6,50 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 39.858 | -6,97 | 1.954 | -8,05 | ||||
| 2025-05-13 | 13F | Lowe Brockenbrough & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13.313 | -14,04 | 653 | -15,10 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 546.981 | 0,01 | 26.819 | -1,18 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 5.773 | 283 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11.763.538 | 1,02 | 576.766 | -0,18 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 4.460 | -45,72 | 219 | -46,44 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 138.643 | 85,69 | 6.798 | 83,50 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 136.055 | 22,67 | 6.671 | 21,21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 487.257 | 19,29 | 23.890 | 17,87 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56.563 | -5,83 | 2.773 | -6,95 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 146.601 | 5,55 | 7.188 | 4,30 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 272.200 | -93,63 | 13.346 | -93,71 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 555.620 | 75,44 | 27.337 | 72,18 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 20.282 | -1,19 | 994 | -2,36 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 10.840 | 0,00 | 530 | -1,30 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 126.219 | -58,63 | 6.189 | -59,13 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 7.759 | 380 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 7.367 | 0,00 | 361 | -1,10 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 287.596 | 1,58 | 14.101 | 0,37 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 14.318 | -19,39 | 694 | -19,58 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19.954 | 9,98 | 978 | 8,67 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 13.669 | -23,90 | 670 | -24,80 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 19.319 | -64,00 | 947 | -64,43 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 14.531 | 0,00 | 721 | -0,96 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 126.205 | 146,56 | 6.188 | 143,68 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 39.600 | 0,00 | 1.942 | -1,17 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 55.360 | -70,95 | 2.714 | -71,30 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5.691 | 279 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8.313 | 104,65 | 408 | 102,49 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 8.347 | 409 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 6.202 | 22,11 | 304 | 20,63 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 136.279 | 3,09 | 6.682 | 1,86 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 10.776 | 5,00 | 528 | 3,73 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 10.041 | -15,81 | 492 | -16,75 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3.300 | 0,00 | 162 | -1,23 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1.864.210 | 7,90 | 91.402 | 6,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 39.301 | 5,07 | 1.927 | 3,83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 242.355 | 10,81 | 11.883 | 9,49 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 62.932 | -30,32 | 3.086 | -31,15 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 951 | -87,65 | 47 | -87,96 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7.856 | -75,97 | 385 | -76,26 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 135.378 | -11,06 | 6.638 | -12,12 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 247.790 | 1,85 | 12.149 | 0,64 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1.035 | 51 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 28.993 | 0,27 | 1.422 | 1,36 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 4.287 | -31,78 | 210 | -32,48 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 393.005 | -1,12 | 19.269 | -2,29 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 21.750 | -3,07 | 1.066 | -4,31 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 40.154 | 0,00 | 1.969 | -1,20 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 217.373 | 1,38 | 10.658 | 0,17 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 71.191 | 74,52 | 3.490 | 72,43 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10.472 | 1,15 | 513 | 0,00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 11.227 | 6,40 | 550 | 5,16 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18.678 | -26,95 | 916 | -27,84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 41.724 | -23,05 | 2.046 | -23,98 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 4.914 | 241 | ||||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 15.186 | -19,55 | 745 | -20,51 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 26.790 | 1.314 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 134.418 | 40,26 | 6.591 | 38,59 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15.288 | -21,58 | 750 | -22,54 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5.294 | -35,57 | 260 | -36,36 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 217.315 | 105,33 | 10.655 | 100,83 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 268.424 | 121,94 | 13.161 | 119,30 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 11.197 | 34,95 | 549 | 33,33 | ||||
| 2025-07-21 | 13F | 25 Llc | 198.506 | 2,21 | 9.733 | 0,99 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14.022 | -1,71 | 687 | -2,83 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11.026 | -62,80 | 541 | -63,27 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 553.372 | 16,56 | 27.132 | 15,18 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 16.217 | 0,00 | 795 | -1,12 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.722.114 | 7,18 | 84.297 | 5,73 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 164.668 | 64,49 | 8.074 | 62,53 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 20.183 | 26,06 | 990 | 24,56 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 195.385 | 29,51 | 9.580 | 27,50 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 309.000 | 0,00 | 15.150 | -1,19 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 11.608 | -11,19 | 569 | -14,82 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 22.447 | -42,51 | 1.101 | -43,21 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 7.475 | -23,06 | 366 | -24,07 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 14.619 | 3,83 | 717 | 2,58 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 275.298 | 737,51 | 13.498 | 727,53 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 21.255 | 7,28 | 1.042 | 6,00 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 16.662 | 3,88 | 817 | 2,64 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 6.535 | 54,02 | 320 | 52,38 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 180.917 | -3,74 | 8.870 | -4,88 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8.330 | -43,70 | 408 | -44,41 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 101.282 | -29,52 | 4.966 | -30,36 | ||||
| 2025-04-01 | 13F | Emprise Bank | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 3.768 | 23,22 | 185 | 21,85 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 145.148 | 5,81 | 7.117 | 4,55 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 86.396 | -24,19 | 4.236 | -25,17 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 108.550 | 6,13 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 22.513 | -2,15 | 1.104 | -3,33 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 28.833 | 47,33 | 1.414 | 45,52 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 43.639 | 139,95 | 2.140 | 137,14 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 11.080 | 2,77 | 543 | 0,56 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 502.680 | -8,52 | 24.646 | -9,61 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 122.830 | -6,44 | 6.022 | -7,55 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1.050.800 | 282,25 | 51.521 | 277,71 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 32.947 | -7,26 | 1.615 | -8,34 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 504 | 0,80 | 0 | |||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 17.490 | 10,63 | 856 | 9,18 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 250 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2.293.134 | -21,67 | 112.432 | -22,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 31.039 | -13,05 | 1.522 | -14,98 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 7.261 | 0,00 | 356 | -1,11 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 80.889 | 19,86 | 3.966 | 18,43 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10.728 | 46,46 | 1 | |||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 102.599 | 20,96 | 5.030 | 19,53 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 94.276 | -27,19 | 4.622 | -28,05 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 58.604 | -0,08 | 2.873 | -1,27 | ||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 4.400 | 221 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 135.312 | 9,99 | 6.634 | 8,68 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 128.868 | 19,32 | 6.318 | 17,90 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 389.555 | 15,65 | 19.100 | 14,27 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7.411 | 0,00 | 0 | -100,00 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8.890 | 36,90 | 441 | 36,11 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 5.190 | -28,31 | 254 | -29,25 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 11.819 | -13,53 | 579 | -14,60 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 37.080 | -2,70 | 1.818 | -3,81 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4.792 | -6,28 | 235 | -7,51 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 313.826 | 484,19 | 15.387 | 477,34 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.000 | -15,90 | 49 | -15,52 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 14.282 | -8,86 | 700 | -9,91 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 971 | -14,97 | 48 | -16,07 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 552 | 0,00 | 27 | 0,00 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 9.000 | 441 | ||||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 478.904 | 3,68 | 23.481 | 2,45 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 470 | 0,00 | 23 | 0,00 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 75.685 | -30,15 | 3.711 | -30,99 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 29.393 | 1.438 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 21.017 | 2,26 | 1.030 | 1,08 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1.346 | 58,73 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 905.403 | 14,82 | 44.392 | 13,45 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 54.483 | -11,49 | 2.703 | -12,38 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 4.674 | 0,00 | 229 | -0,87 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14.016 | 186,98 | 687 | 183,88 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 18.861 | -12,67 | 925 | -13,73 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 25.709 | -7,98 | 1.261 | -9,09 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 16.583 | -14,93 | 813 | -15,93 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 100.592 | 11,21 | 4.932 | 9,89 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 216.125 | -25,94 | 10.597 | -22,29 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 646.226 | -1,83 | 31.684 | -1,75 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 624.180 | -7,04 | 30.604 | -8,15 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 560 | 0,00 | 27 | 0,00 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 5.785 | 0,00 | 284 | -1,39 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 39.140 | 3,99 | 1.919 | 2,79 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 20.929 | -0,11 | 1.026 | -1,25 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 24.062 | -80,89 | 1.180 | -81,13 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 114.272 | -23,50 | 5.603 | -24,41 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 4.650 | 0,00 | 228 | -1,30 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 179.461 | 65,31 | 8.799 | 63,35 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7.712 | 50,62 | 378 | 48,82 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 79 | 1,28 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | American National Bank | 27.232 | 5,01 | 1.335 | 3,81 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 4.467 | -49,21 | 219 | -49,77 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 55.674 | -12,08 | 2.730 | -13,14 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 5.429 | 266 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2.284 | -12,86 | 112 | -14,62 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 5.771 | -22,58 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9.710.516 | -5,55 | 476.107 | -6,67 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 29.108 | 1.427 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 95.148 | 30,49 | 4.657 | 28,69 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 19.695 | 6,30 | 966 | 5,01 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 20.173 | 0,00 | 1.031 | 0,00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3.661 | 0,00 | 179 | -1,10 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 93.178 | 127,00 | 4.553 | 123,58 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3.647 | -14,67 | 179 | -16,04 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2.039.201 | -12,93 | 99.982 | -13,97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1.567.346 | -6,70 | 76.847 | -7,81 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14.675 | -28,01 | 720 | -28,88 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 4.177 | -54,37 | 205 | -55,07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 5.900 | -45,37 | 289 | -45,98 | |||
| 2025-07-09 | 13F | GSG Advisors LLC | 34.842 | 1,26 | 1.708 | 2,34 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 26.688 | 14,98 | 1.309 | 13,64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14.700 | -86,78 | 721 | -86,95 | |||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 75.869 | -1,53 | 3.720 | -2,69 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 1.137.702 | 4,76 | 55.782 | 3,51 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 26.945 | 11,22 | 1.321 | 8,81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 108.048.493 | 39,82 | 5.297.618 | 38,16 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6.996 | 343 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 91.353 | -6,20 | 4.479 | -7,31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 98.419 | -87,14 | 4.825 | -87,29 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 106.925 | -10,43 | 5.243 | -11,50 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 4.404 | -10,74 | 214 | -11,62 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 442.497 | 83,55 | 21.696 | 81,37 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 6.887 | 338 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 9.421 | -19,43 | 462 | -20,52 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 185.639 | -1,01 | 9.102 | -2,18 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 2.992 | 0,00 | 147 | -1,35 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 347 | -95,46 | 17 | -95,51 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 57.211 | 8,06 | 2.805 | 6,82 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 219.532 | 10.801 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 12.576 | -1,12 | 617 | -2,38 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 305.014 | 16,52 | 15 | 16,67 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 8.114 | -24,35 | 398 | -25,38 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 4.280 | 0,00 | 210 | -1,42 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 26.930 | 12,82 | 1.320 | 11,49 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 2.694 | 0,00 | 132 | -0,75 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 4.542 | 0 | ||||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4.713 | -19,37 | 231 | -20,34 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 56.892 | 1,78 | 2.789 | 0,58 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 14.695 | 1 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2.653 | 17,91 | 130 | 17,12 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 4.815 | 0,00 | 236 | -0,84 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 136.735 | 7,41 | 6.704 | 6,14 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 25.867 | -6,44 | 1.268 | -8,51 | ||||
| 2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 21.146 | -12,17 | 1.037 | -13,23 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4.152.644 | 1,04 | 203.604 | -0,16 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 56.685 | -11,91 | 2.779 | -12,94 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 867.590 | -0,97 | 42.538 | -2,15 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 11.949 | -42,32 | 586 | -43,04 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 54.532 | 87,24 | 2.674 | 84,98 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 14.100 | 0,00 | 691 | -1,14 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 12.442 | 29,47 | 610 | 28,15 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 169.097 | -17,65 | 8.291 | -18,63 | ||||
| 2025-04-17 | 13F | Warther Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 640.928 | 10,56 | 31.425 | 9,24 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 276.707 | 0,51 | 13.539 | -1,25 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 148.846 | -26,21 | 7.298 | -27,09 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 6.872 | -78,41 | 337 | -78,72 | ||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 16.755 | -2,93 | 821 | -4,09 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 12 | 1 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 63.677 | 306,08 | 3.122 | 301,29 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 9.449 | 1,00 | 463 | -0,22 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 7.870 | 386 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 23.976 | -26,42 | 1.176 | -27,29 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 361.298 | 4,16 | 17.714 | 2,92 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 154.270 | 8,57 | 7.564 | 7,28 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 55.052 | 15,76 | 2.699 | 14,41 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 4.376 | -5,81 | 215 | -6,96 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4.398 | -37,92 | 216 | -38,75 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15.136 | 7,02 | 742 | 5,85 | ||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 13.529 | 663 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 326.211 | 11,78 | 15.994 | 10,46 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6.884 | 22,38 | 338 | 20,79 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 10.554 | 517 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 1.037.558 | 0,69 | 50.871 | -0,50 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Call | 100.000 | 4.903 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 23.639 | -11,78 | 1.159 | -12,79 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 10.523 | 1,20 | 516 | 0,00 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 11.747 | 2,37 | 576 | 1,05 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 80.135 | 16,54 | 3.929 | 15,15 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 25.027 | 1,38 | 1.227 | -0,81 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 50.430 | 1,03 | 2.473 | -0,16 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 26.851 | 23,22 | 1.317 | 21,74 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1.594.827 | -6,45 | 78.194 | -7,56 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 175.137 | 8.587 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 42.808 | 2.099 | ||||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 620.673 | 633,99 | 30.432 | 625,41 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 80.379 | -4,44 | 3.941 | -5,56 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 53.618 | 0,17 | 2.629 | -1,02 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 50.710 | -7,63 | 2.486 | -8,74 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 790.174 | 1,45 | 38.742 | 0,25 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 10.582 | 519 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 11.560 | -43,72 | 565 | -44,65 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 118 | 0,00 | 6 | 0,00 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 60.280 | 1,86 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6.187 | 0,00 | 302 | -1,31 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1.996 | 0,00 | 98 | -2,02 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 59.897 | 51,05 | 2.909 | 47,84 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 64.591 | 0,34 | 3.135 | -0,70 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 52 | -22,39 | 3 | -33,33 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 205.578 | 12,22 | 10.079 | 10,88 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 699.132 | -0,84 | 34.278 | -2,02 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 11.497 | -3,24 | 564 | -3,10 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 675.264 | -12,89 | 33.108 | -13,92 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 43.007 | 8,82 | 2.109 | 7,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 263.221 | 13,08 | 13 | 9,09 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 87.658 | -5,35 | 4.298 | -6,49 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 2.333 | 0,00 | 114 | -0,87 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 8.550 | 69,31 | 419 | 67,60 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 6.871.298 | -2,79 | 336.900 | -3,95 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 23.640 | -25,35 | 1.159 | -26,23 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 11.095 | -78,29 | 544 | -78,58 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 5.680 | 4,51 | 282 | 3,31 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 109.190 | 591,21 | 5.354 | 583,65 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 28.753 | -1,54 | 1.410 | -2,69 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1.771 | 87 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 12.128 | -20,08 | 595 | -21,12 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 10.081 | 33,49 | 494 | 32,09 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 61.434 | -29,51 | 3 | -25,00 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1.023 | 50 | ||||||
| 2025-08-12 | 13F | Holderness Investments Co | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 41 | 0,00 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 21.831.076 | 0,65 | 1.070.378 | -0,55 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 187.401 | -1,30 | 9.188 | -2,47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 167.859 | -2,78 | 8.230 | -3,93 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 285.539 | -50,53 | 14 | -50,00 | ||||
| 2025-07-31 | 13F | Lazard Freres Gestion S.A.S. | 0 | -100,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 38.860 | 106,06 | 1.905 | 103,74 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 533.216 | -0,01 | 26.144 | -1,20 | ||||
| 2025-07-25 | NP | FHYVX - Franklin High Yield Tax-free Income Fund Advisor Class | 2.850.000 | -5,00 | 139.080 | -8,49 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 93.081 | -1,66 | 4.564 | -2,83 | ||||
| 2025-04-15 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5.310 | 260 | ||||||
| 2025-08-06 | 13F | Souders Financial Advisors | 32.206 | 6,81 | 1.579 | 5,55 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 28.996 | 2,00 | 1.422 | 0,78 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6.263 | 5,70 | 307 | 4,78 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 17.390 | -85,10 | 853 | -85,29 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 15.339 | -1,16 | 752 | -2,34 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 59.773 | 0,00 | 2.931 | -1,18 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 15.516 | 0,00 | 761 | -1,17 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 53.861 | 22,60 | 2.641 | 21,16 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 6.645 | 256,30 | 326 | 253,26 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1.683.670 | 23,04 | 82.550 | 21,58 | ||||
| 2025-08-14 | 13F | Betterment LLC | 482.841 | 355,97 | 24 | 360,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5.660 | -5,16 | 277 | -6,42 | ||||
| 2025-07-31 | 13F | City State Bank | 991 | 0,00 | 49 | -2,04 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 167 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 242.144 | 14,02 | 12 | 10,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3.638.035 | 5,97 | 178.373 | 4,71 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 15.568.877 | -3,29 | 763.342 | -4,44 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 762 | 1,20 | 37 | 0,00 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 25.000 | -10,71 | 1.226 | -11,81 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 16.562 | -24,94 | 812 | -25,78 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 73.498 | 2,86 | 3.604 | 1,64 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 25.001 | 23,87 | 1.226 | 22,38 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 66.488 | 22,13 | 3.260 | 20,66 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 49.472 | -31,17 | 2.426 | -32,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.202.728 | 8,67 | 58.970 | 7,37 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3.246 | -76,91 | 159 | -77,19 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | -100,00 | 0 |
