Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF, omfatter Exchange Traded Concepts, Llc, Midwest Trust Co, rebel Financial LLC, Valpey Financial Services, LLC, Apex Wealth Management, LLC, Kingstone Capital Partners Texas, LLC, OneAscent Financial Services LLC, Sagespring Wealth Partners, Llc, Unique Wealth, Llc, NewEdge Wealth, LLC, Evergreen Capital Management Llc, Net Worth Advisory Group, Maia Wealth LLC, Enclave Advisors LLC, Tactive Advisors, LLC, Stark Wealth Management LLC, Scott Marsh Financial, LLC, Secure Asset Management, LLC, Ascent Group, LLC, og Camden Capital, LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 12.660 | 5,50 | 350 | 10,06 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 65 | 2 | ||||||
| 2025-07-08 | 13F | Persium Advisors, LLC | 785.894 | 4,81 | 21.746 | 9,10 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 2.860 | 0,53 | 80 | 12,68 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.608 | 65,28 | 128 | 71,62 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 690 | 0,29 | 19 | 5,56 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 45.908 | 0,90 | 1.270 | 5,05 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 7.600 | 210 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 13.438 | 0,09 | 372 | 4,21 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 415.563 | 2,26 | 11.499 | 6,45 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 8.530 | 236 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 19.344 | 535 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 107.734 | 72,15 | 2.981 | 79,25 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 43.732 | 216,51 | 1.210 | 229,70 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 199.752 | 0,43 | 5.527 | 4,56 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 7.276 | 201 | ||||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 11.864 | 4,84 | 328 | 9,33 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 58.481 | 0,01 | 1.618 | 4,12 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 22.822 | 436,48 | 667 | 489,38 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 24.250 | 17,68 | 671 | 22,49 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 56.339 | 1.559 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 2.286.562 | 1,89 | 63.269 | 6,07 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 16.935 | 0,36 | 469 | 4,46 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 548.735 | 15,00 | 15.183 | 19,71 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4.167 | 0,73 | 115 | 5,50 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 144.861 | 10 | ||||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 182.830 | 29,41 | 5.059 | 34,70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 572.290 | 2,22 | 15.835 | 6,41 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 7.316 | 202 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 55.670 | 0,10 | 1.540 | 4,19 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 54.608 | 1,53 | 1.511 | 5,74 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 107.100 | 395,83 | 2.963 | 416,20 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 19.415 | 1,48 | 537 | 5,71 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 8.175 | 226 | ||||||
| 2025-08-05 | 13F | Dravo Bay Llc | 1.163.659 | 0,41 | 32.801 | 6,49 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 21.555 | 0,23 | 1 | |||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 34.603 | 957 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 545 | 15 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1.404 | 0,36 | 39 | 2,70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 107.093 | 329,42 | 2.963 | 347,58 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 173.720 | 16,03 | 4.807 | 20,78 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1.485 | 41 | ||||||
| 2025-07-17 | 13F | Robbins Farley Llc | 5.929 | 40,56 | 164 | 46,43 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 5.233 | 35,43 | 0 | |||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 22.608 | 0,40 | 626 | 4,52 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 9.733 | 14,48 | 269 | 19,56 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 108.600 | 1.045,93 | 3.005 | 1.096,81 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 248.503 | 75,13 | 6.876 | 82,34 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 58.128 | 2,99 | 1.608 | 7,20 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 23.151 | 15,97 | 641 | 20,75 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 37 | 1 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 98.409 | 6,35 | 2.723 | 10,70 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 54.851 | 2,23 | 1.518 | 6,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11.980.931 | 3,69 | 331.516 | 7,94 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 5.364 | 2,31 | 148 | 6,47 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 49.563 | 39,97 | 1.371 | 45,70 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 378.478 | 17,52 | 10.472 | 22,34 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 313.740 | 6,68 | 8.681 | 11,07 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12.535 | 2,71 | 347 | 6,79 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 650 | 18 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 172.541 | 1,37 | 4.774 | 5,53 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 492 | 6,03 | 14 | 8,33 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 12.281 | 0,66 | 340 | 4,63 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 65.296 | 1,47 | 1.807 | 5,61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 704.545 | 6,78 | 19.495 | 11,16 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 11.307 | 0,08 | 313 | 4,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 182.496 | 5.050 | ||||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 144.749 | 0,37 | 4.005 | 4,49 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 14.356 | 0,45 | 397 | 4,75 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 17.766 | 6,28 | 492 | 10,59 | ||||
| 2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 7.389 | 204 | ||||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 23.136 | 0,26 | 648 | 5,55 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 26.475 | 4,93 | 1 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8.827 | 244 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 417.376 | 48,31 | 11.549 | 54,39 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 9.969 | 0,34 | 276 | 4,17 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 126.252 | 4,92 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 92.984 | 5,80 | 2.573 | 10,15 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 105.573 | 8,41 | 2.921 | 12,87 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 175.707 | 193,05 | 4.862 | 205,15 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 14.439 | 0,18 | 400 | 4,18 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 68.461 | 1.894 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 14.978 | 18,53 | 422 | 34,82 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1.067.441 | 2,01 | 29.536 | 6,19 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 7.813 | 216 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3.688 | 0,52 | 102 | 5,15 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 8.144 | 225 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 245.363 | 4,46 | 6.789 | 8,75 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12.952 | 27,42 | 358 | 32,59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 114.779 | 4,35 | 3.176 | 8,62 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 30.970 | 8,25 | 857 | 12,63 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 8.254 | 0,52 | 228 | 4,59 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 166.535 | 8,28 | 4.608 | 12,75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 75.711 | 47,13 | 2.095 | 53,18 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 26.914 | 0,79 | 745 | 4,94 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2.628.787 | 17,97 | 72.739 | 22,81 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 119 | 3 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 47.694 | 6,26 | 1.320 | 10,56 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 8.633 | 239 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 40.151 | 1 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 656.713 | 0,99 | 18.171 | 5,13 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10.023 | 22,34 | 277 | 27,65 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 52.332 | 1.448 | ||||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 439 | 0,46 | 12 | 9,09 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8.679 | 240 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 188.606 | 348,11 | 5.219 | 366,73 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 9.344 | 22,02 | 259 | 27,09 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 91.317 | 2.527 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 431.200 | 6,70 | 11.931 | 11,08 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 126.913 | 4,49 | 3.512 | 8,77 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 75.466 | 0,66 | 2.114 | 12,63 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 312 | 9 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 48.749 | 2,00 | 1.349 | 6,14 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 2.348 | 86,50 | 65 | 93,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1.227.430 | 3,93 | 33.963 | 8,19 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 9.767 | 0,10 | 270 | 4,25 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 48.623 | 1,44 | 1.345 | 5,57 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 12.017 | 0,06 | 333 | 5,73 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13.828 | 0,02 | 383 | 4,09 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 518.131 | 7,07 | 14.337 | 11,45 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 88.259 | 2.457 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 14.911 | 0,09 | 413 | 4,30 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 312.556 | 9,58 | 8.648 | 14,07 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 3.041 | 84 | ||||||
| 2025-07-22 | 13F | Joule Financial, LLC | 40.070 | 1,69 | 1.109 | 5,83 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 24.764 | 1,57 | 685 | 13,79 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 16.911 | 1,73 | 468 | 5,90 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 15.637 | 3,09 | 433 | 7,20 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8.041 | 4,48 | 223 | 8,82 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2.368.869 | 23,15 | 65.547 | 28,20 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 4.601 | 12,19 | 127 | 16,51 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 269.081 | 7,57 | 7.445 | 11,97 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 7.536 | 209 | ||||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 29.156 | 0,53 | 807 | 4,68 | ||||
| 2025-08-08 | 13F | Creative Planning | 772.113 | 1,50 | 21.364 | 5,67 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 458.382 | 1,52 | 12.683 | 5,68 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 20.857 | 6,52 | 577 | 10,96 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11.543 | 9,65 | 0 | |||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 147.405 | 4.079 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 35.543 | 0,46 | 1.004 | 9,98 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 16.355 | 453 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 34.885 | 0,11 | 965 | 4,21 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 217.272 | 0,19 | 6.012 | 4,29 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 75.432 | 0,11 | 2.087 | 4,25 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1.136.285 | 0,03 | 31.441 | 4,13 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 661.712 | 3,54 | 18.310 | 7,78 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 7.416 | 205 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 23.482 | 650 | ||||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 585.360 | 1,43 | 16.197 | 5,58 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 73.805 | 0,43 | 2.042 | 4,56 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 17.036 | 0,29 | 471 | 4,43 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 33.699 | 15,81 | 932 | 20,57 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 32.504 | 0,14 | 899 | 4,29 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 17.301 | 7,36 | 479 | 11,68 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 44.612 | 1,49 | 1.234 | 5,65 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 13.338 | 0,18 | 0 | |||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1.233 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 57.185 | 29.225,64 | 1.623 | 32.360,00 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 95.101 | 0,53 | 2.631 | 4,65 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 93.925 | 0,51 | 2.599 | 4,63 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 36.023 | 43,52 | 997 | 49,33 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 32.992.117 | 0,02 | 912.892 | 4,12 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 274.001 | 2,13 | 7.582 | 6,33 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 15.096 | 2,85 | 0 | |||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 13.224 | 366 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 436.697 | 5,25 | 12.083 | 13,71 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 85.054 | 14,83 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 2.911.430 | 1,60 | 80.559 | 5,77 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 10.031 | 16,23 | 278 | 20,96 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 488.069 | 29,62 | 13.505 | 34,93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 1.103.342 | 5,96 | 30.529 | 10,30 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30.001 | 0,61 | 830 | 4,80 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 590.975 | 13,12 | 16 | 23,08 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 9.871 | 273 | ||||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 12.789 | 0,79 | 354 | 4,75 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 31.732 | 878 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 995.771 | 39,17 | 27.553 | 44,87 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 78.760 | 11,45 | 2.179 | 16,03 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 17.160 | 475 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 53.583 | 1.483 | ||||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 12.495 | 13,11 | 346 | 17,75 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 17.038 | 471 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 669.217 | 14,14 | 18.517 | 21,14 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 25.319 | 2.667,10 | 1 | -100,00 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 15.345 | 5,34 | 425 | 9,56 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 114.592 | 3.171 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1.062.422 | 8,77 | 29.397 | 13,24 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 88.555 | 1,32 | 2.450 | 5,74 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 117 | 0,86 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 15.106 | 0,01 | 418 | 3,99 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 48.794 | 0,05 | 1.350 | 4,17 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 120.742 | 0,34 | 3.341 | 4,44 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 477.459 | 13.211 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 120.449 | 7,82 | 3.333 | 12,23 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 269.783 | 34,07 | 7.880 | 47,34 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 28.671 | 0,20 | 793 | 4,34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 693.618 | 18,26 | 19 | 26,67 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 8.602 | 238 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 1.537.451 | 7,29 | 42.541 | 11,69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 93.257 | 2,74 | 2.595 | 7,59 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 184.072 | 7,57 | 5.093 | 11,98 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 195.326 | 5,37 | 5.405 | 9,70 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 24.194 | 24,58 | 669 | 29,65 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 48.495 | 0,53 | 1.342 | 4,60 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 900 | 25 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 160.918 | 298,94 | 4.453 | 315,30 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 9.246 | 9,30 | 256 | 13,84 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 7.742 | 214 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 581.588 | 9,43 | 16.093 | 13,92 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 32.313 | 884 | ||||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 45.526 | 5,84 | 1.260 | 10,15 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 915.554 | 5,34 | 25.333 | 9,66 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 18.327 | 21,43 | 507 | 26,43 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 468 | 13 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4.544.933 | 18,44 | 125.758 | 23,29 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 10.608 | 0,26 | 294 | 4,27 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 131.835 | 1,87 | 3.648 | 6,05 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 945.455 | 26.161 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.827.149 | 5,62 | 50.557 | 9,95 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 281.500 | 7.789 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 20.615 | 2,89 | 570 | 7,14 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 3.199 | 0,44 | 0 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 205.750 | 0,12 | 5.693 | 4,23 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8.025 | 222 | ||||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 336.201 | 130,47 | 4.133 | 6,60 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 10.698 | 0,37 | 296 | 4,59 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1.950 | 54 | ||||||
| 2025-07-15 | 13F | McCarthy & Cox | 19.835 | 549 | ||||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 11.674 | 11,87 | 323 | 16,61 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 42.044 | 3,53 | 1.163 | 7,78 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4.405 | 0,52 | 122 | 4,31 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 8.643 | 0,46 | 239 | 4,82 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 943.657 | 0,97 | 26.111 | 5,11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 178.205 | 0,68 | 4.646 | -1,25 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 138.975 | 4,76 | 3.845 | 9,05 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 60.818 | 3,84 | 1.683 | 8,10 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 8.687.414 | 5,33 | 240.370 | 9,66 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 11.825 | 0,07 | 327 | 4,14 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 38.448 | 21,20 | 1.064 | 26,10 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 149.929 | 21,16 | 4.149 | 26,12 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 8.362 | 0,52 | 231 | 4,52 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 295.971 | 54,78 | 8.190 | 61,14 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 304.620 | 7,89 | 8.097 | 10,00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 41.126 | 84,40 | 1.138 | 92,06 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 283 | 23,04 | 8 | 16,67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5.703 | 9,15 | 158 | 13,77 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7.256 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.149.933 | 12,10 | 31.819 | 16,69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 85.277 | 26,32 | 2.360 | 31,49 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10.498 | 0,43 | 290 | 4,69 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 14.112 | 10,60 | 390 | 15,04 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 351.064 | 3,95 | 9.714 | 8,21 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 81.306 | 3,53 | 2.250 | 7,76 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14.586 | 26,90 | 404 | 32,13 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 209.516 | 2,85 | 5.797 | 7,07 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 125.092 | 3,79 | 3.461 | 8,05 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 45.979 | 43,23 | 1.272 | 49,12 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 602.557 | 0,23 | 16.673 | 4,34 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 30.902 | 202,01 | 855 | 215,50 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 33.640 | 5,19 | 931 | 9,41 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 119.667 | 0,98 | 3.311 | 5,14 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 19.794 | 0,53 | 548 | 4,59 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 9.271 | 0,37 | 257 | 4,49 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 343.274 | 6,00 | 9.498 | 10,34 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 171.749 | 5,50 | 4.752 | 9,82 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 695.293 | 4,09 | 19.239 | 8,35 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 1.110.461 | 0,41 | 30.726 | 4,52 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 15.837 | 2,60 | 438 | 20,66 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 533.804 | 1,62 | 14.770 | 5,79 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 140.145 | 2,26 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 94.054 | 2,91 | 2.602 | 7,12 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57.881 | 128,31 | 1.594 | 138,98 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13.576 | 0,02 | 376 | 4,17 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 3.545 | 98 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 851.158 | 129,12 | 23.552 | 138,52 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 36.425 | 0,37 | 1.008 | 4,46 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 456 | 13 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 174.487 | 40,94 | 4.828 | 46,75 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 7.387 | 204 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 601.228 | 1,16 | 17.069 | 12,41 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3.434 | 0,53 | 95 | 5,56 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 124.491 | 3 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 672 | 622,58 | 19 | 800,00 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 40.960 | 0,53 | 1.133 | 4,62 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 325 | 0,31 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.569.177 | 1,29 | 98.759 | 5,44 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 7.917 | 0,53 | 219 | 4,78 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 253.527 | 3,21 | 7.015 | 7,46 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 7.446 | 206 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 1.875.033 | 19,48 | 51.882 | 24,38 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 31.756 | 28,63 | 879 | 33,84 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 225.649 | 1,17 | 6.244 | 5,31 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | Short | -513.421 | -13.241 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 12.163 | 21,89 | 337 | 26,79 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 25.939 | 718 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 196.294 | 158,37 | 5.433 | 169,04 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 4.439.368 | 3,04 | 122.837 | 7,27 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 831 | 22 | ||||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 92.987 | 1,50 | 2.573 | 5,67 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 153.341 | 0,04 | 4.318 | 10,01 | ||||
| 2025-08-07 | 13F | Commerce Bank | 7.792 | 216 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.099.529 | 40,19 | 30.424 | 45,94 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43.114 | 25,32 | 1.193 | 30,42 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 27.900 | 53,45 | 792 | 67,09 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8.692 | 241 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 1.188 | 33 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 275.495 | 32,97 | 7.623 | 38,41 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7.533 | 208 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 83.495 | 111,24 | 2.310 | 120,00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 67.383 | 1.864 | ||||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 999.701 | 46,96 | 27.662 | 52,98 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 700.914 | 31,96 | 19.394 | 37,38 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 14.910 | 413 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 13.111 | 0 | ||||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 13.229 | 0,29 | 366 | 4,57 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1.881.437 | 25,93 | 52.059 | 31,09 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 13.907 | 385 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 206.929 | 5.726 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 25.482 | 705 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 21.926 | 0,53 | 614 | 5,87 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 7.890 | 218 | ||||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 14.924 | 0,26 | 413 | 4,30 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 43.062.193 | 5,96 | 1.191.532 | 10,30 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 67.399 | 0,20 | 1.865 | 4,31 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 44.947 | 1,33 | 1.244 | 5,43 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 79.231 | 3,19 | 2.192 | 7,45 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 151.567 | 62,04 | 4.194 | 68,66 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 100.916 | 759,81 | 2.792 | 797,75 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 148.383 | 2,00 | 4.106 | 6,18 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 25.955 | 0,33 | 718 | 4,51 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 17.386 | 1,11 | 481 | 5,25 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 16.086 | 445 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 31.166 | 862 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 24.347 | 2,40 | 674 | 6,66 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 64.665 | 703,09 | 1.789 | 735,98 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 12.461 | 0,41 | 345 | 4,56 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 334.791 | 9.264 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 19.207 | 3,09 | 531 | 7,27 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1.138.942 | 0,45 | 31.515 | 4,57 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 618.080 | 3,14 | 17.102 | 8,43 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 28.207 | 13,87 | 1 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 33.744 | 3,81 | 934 | 7,99 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 8.379 | 232 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 238.046 | 6.587 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 32.250 | 0,00 | 892 | 4,08 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 832.273 | 4,49 | 23 | 9,52 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 13.019 | 0,18 | 360 | 4,35 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 33.371 | 0,62 | 923 | 4,77 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 9.369 | 260 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 380.088 | 1,08 | 10.517 | 5,22 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 312.063 | 1,97 | 8.635 | 6,15 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 44.115 | 0,01 | 1.221 | 4,10 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 667.556 | 74,72 | 18.471 | 81,89 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 128.255 | 4,82 | 3.549 | 9,10 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 7.839 | 0,22 | 217 | 4,35 | ||||
| 2025-09-03 | 13F | American Trust | 52.858 | 1.463 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 259.879 | 1,51 | 7.191 | 5,67 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 723.329 | 7,75 | 20.015 | 12,17 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 226.836 | 10,47 | 6.277 | 15,01 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 90.654 | 0,19 | 2.508 | 4,33 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 78.280 | 10,97 | 2.166 | 15,47 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 192.841 | 6,16 | 5.336 | 10,50 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 48 | 1 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 7.282 | 201 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 12.092 | 10,62 | 335 | 15,17 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 2.942.753 | 0,99 | 81.426 | 5,13 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1.759 | 0,06 | 49 | 4,35 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 12.647 | 128,12 | 350 | -21,57 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 21.684 | 5,07 | 600 | 9,31 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1.125.858 | 8,33 | 31.152 | 12,78 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 25.344 | 0,51 | 701 | 4,63 | ||||
| 2025-08-13 | 13F/A | Bradyco, Inc. | 7.539 | 209 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 284.817 | 18,52 | 7.881 | 23,38 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 60.167 | 1,04 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 43.747 | 1.801,22 | 1.210 | 1.883,61 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 357 | 10 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 343.935 | 4,59 | 9.517 | 8,88 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 45.425 | 1,85 | 1.257 | 5,99 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 76.417 | 0,12 | 2.114 | 4,24 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3.744 | 0,54 | 104 | 5,10 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 867 | 24 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 17.389 | 481 | ||||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 47.056 | 6,22 | 1.302 | 10,62 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 7.802 | 0,03 | 216 | 3,86 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 55.331 | 0,08 | 1.531 | 4,22 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 198.493 | 13,62 | 5.492 | 18,29 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 1.646.926 | 0,53 | 45.570 | 4,65 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 20.765 | 0,08 | 575 | 4,17 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 69.640 | 1,22 | 1.927 | 5,36 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 985.530 | 1,25 | 27.270 | 5,40 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1.621 | 3,31 | 45 | 7,32 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 11.103 | 307 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 1.204.671 | 3,00 | 33.333 | 7,22 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 1.276.023 | 6,35 | 35.308 | 10,71 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 68.525 | 7,47 | 1.896 | 11,86 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 234.214 | 1,85 | 6.481 | 7,57 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 15.950 | 441 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 42.099 | 53,93 | 1.165 | 60,33 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 121.260 | 3.355 | ||||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 464.973 | 0,38 | 12.866 | 4,49 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 7.602 | 0,33 | 210 | 4,48 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25.226 | 12,51 | 1 | |||||
| 2025-07-31 | 13F | New Hampshire Trust | 52.860 | 1,19 | 1.463 | 5,33 | ||||
| 2025-08-12 | 13F | Cadence Wealth Management LLC | 190.360 | 18,37 | 5.267 | 23,23 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 16.296 | 1.271,72 | 451 | 1.351,61 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 43.156 | 289,85 | 1.219 | 314,29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1.815.693 | 3,23 | 50.240 | 7,47 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 15.292 | 39,18 | 423 | 44,86 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 67.729 | 0,55 | 1.874 | 4,69 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 7.639 | 0,53 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 2.105.587 | 10,28 | 58 | 16,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 127 | 27,00 | 4 | 50,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 8.126 | 0,07 | 225 | 4,19 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 10.403 | 15,89 | 291 | 23,40 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 12.542 | 2.712,11 | 347 | 3.054,55 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 4.191 | 116 | ||||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 20.462 | 566 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 406.546 | 7,24 | 11.249 | 11,69 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 842.086 | 3,99 | 23.301 | 8,25 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 205.930 | 5,27 | 5.698 | 9,60 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2.419 | 47,59 | 66 | 53,49 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1.086.761 | 30.071 | ||||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 24.759 | 26,91 | 685 | 32,24 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 951 | 993,10 | 26 | 1.200,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 831 | 23 | ||||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 13.000 | 116,67 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9.821 | 1,49 | 272 | 7,54 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 29.776 | 30,49 | 824 | 35,81 |
