Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF, omfatter ELM - Elm Market Navigator ETF, ALLW - SPDR Bridgewater All Weather ETF, INTL - Main International ETF, Gibbs Wealth Management, Cypress Wealth Services, LLC, SGPKX - SGI Peak Growth Fund Class I Shares, Callan Family Office, LLC, Exchange Traded Concepts, Llc, Level Wealth Management LLC, Drucker Wealth 3.0, LLC, Gotham Asset Management, LLC, SRGAX - Stringer Growth Fund Class A Shares, Angeles Wealth Management, Llc, Quantinno Capital Management LP, October Effect Ltd, Hirtle Callaghan & Co LLC, Northern Lights Fund Trust - Ocean Park International ETF, Tyche Wealth Partners LLC, Autumn Glory Partners, LLC, og Greystone Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9.059 | 14,40 | 386 | 24,12 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 87.011 | 14,47 | 3.719 | 24,26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33.715 | 28,34 | 1.441 | 39,26 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 38.604 | 7,83 | 1.650 | 17,03 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 109.639 | 9,24 | 4.686 | 18,58 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 25.609 | 46,94 | 1.008 | 50,90 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 680.445 | 134,27 | 29.082 | 154,32 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 477 | 64,48 | 20 | 81,82 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 597.221 | 10,70 | 25.591 | 19,75 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 27 | 1 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 359.245 | 1.775,46 | 15.354 | 1.936,34 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 14.255 | 609 | ||||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 230.593 | 140,34 | 9.856 | 160,92 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 9 | 0 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 38.860 | 8,71 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 263.223 | 4,30 | 11.250 | 13,24 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 186.248 | 3,24 | 7.960 | 12,08 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 4.653 | 208 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 29.809 | 100,98 | 1.271 | 118,01 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 435.228 | 2,64 | 18.602 | 11,42 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 123.187 | 3,69 | 5.253 | 12,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30.178 | 8,68 | 1.290 | 17,93 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 15.483 | 0,87 | 662 | 9,44 | ||||
| 2025-07-18 | 13F | Vicus Capital | 22.866 | 97,68 | 977 | 114,73 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 429 | 18 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1.914 | 268,79 | 82 | 305,00 | ||||
| 2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 109.390 | 4.472 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 4.724 | 1,42 | 202 | 9,84 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 338.822 | 14,31 | 14.481 | 24,10 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 313.052 | 0,30 | 13.380 | 8,89 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 22.115 | 7,13 | 945 | 16,38 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 11.705 | 37,09 | 500 | 48,81 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 9.682 | 2,79 | 414 | 11,62 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 35.358 | 21,50 | 1.511 | 31,97 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 16.238 | 0,09 | 694 | 8,78 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 148.645 | 2,94 | 6 | 20,00 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 558.860 | 23.886 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 113 | 5 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 227.403 | 11,97 | 9.719 | 21,56 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 38.848 | 1,95 | 1.660 | 10,67 | ||||
| 2025-08-04 | 13F | Balentine LLC | 6.984 | 0,87 | 298 | 9,56 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1.424 | 61 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 6.343 | 0,44 | 271 | 9,27 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 13.626 | 12,84 | 582 | 22,53 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 10.160 | 17,46 | 434 | 27,65 | ||||
| 2025-06-27 | NP | INTL - Main International ETF | 194.625 | 7.666 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 29.389 | 316,39 | 1.253 | 350,72 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 16.154 | 8,75 | 690 | 18,15 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 993.049 | 32,50 | 42.443 | 43,84 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 394.638 | 4,65 | 16.961 | 14,25 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5.016 | 214 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 25.610 | 15,18 | 1.095 | 25,03 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 783.482 | 1,09 | 33.486 | 9,75 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 638.692 | 43,20 | 27.298 | 55,46 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 53.031 | 2.267 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 213.135 | 65,54 | 9.109 | 79,74 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 47.997 | 722,85 | 2 | |||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 26.512 | 40,30 | 1.133 | 52,49 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 19.405 | 5,78 | 829 | 14,82 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 52.422 | 0,10 | 2.241 | 8,69 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | 6 | ||||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 26.940 | 1,07 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 68.243 | 2,35 | 2.917 | 11,13 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 56.642 | 509,78 | 2.421 | 563,01 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 356 | 15 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57.271 | 68,33 | 2.448 | 82,75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 298.513 | 10,69 | 12.758 | 20,17 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 9.301 | 405 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 36.333 | 45,90 | 1.553 | 58,37 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 29.143 | 5,80 | 1.246 | 14,85 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4.691 | 200 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 18.834 | 26,15 | 805 | 36,97 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 9.641 | 6,10 | 412 | 15,41 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 87.300 | 28,37 | 3.731 | 39,37 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 20.395 | 11,78 | 872 | 21,31 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 14.456 | 10,93 | 618 | 20,27 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 786.093 | 15,77 | 33.598 | 25,68 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 70.398 | 124,28 | 3.009 | 143,56 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 2.206 | 24,63 | 94 | 36,23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19.997 | 51,84 | 855 | 64,86 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 607.931 | 21,79 | 25.983 | 32,21 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7.195 | 3,79 | 307 | 12,87 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11.858 | 4,25 | 507 | 13,20 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 357.903 | 363,80 | 15.297 | 403,49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.176.122 | 62,22 | 49.236 | 72,47 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 38.247 | 0,76 | 1.506 | 3,37 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 10.936 | 0,67 | 467 | 9,37 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 133.082 | 0,13 | 5.688 | 8,70 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 97.940 | 92,82 | 4.186 | 109,35 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 985.350 | 15,36 | 42.114 | 25,24 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 12.958 | 106,47 | 555 | 124,70 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23.300 | 54,30 | 996 | 67,51 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 44.176 | 29,57 | 1.888 | 40,69 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 1.141.575 | 686,16 | 48.791 | 753,57 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1.824.389 | 124,54 | 78 | 148,39 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.505.869 | 17,26 | 107.101 | 27,30 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 402.573 | 4,31 | 17.206 | 13,24 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 5.614 | 246 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 44.436 | 521,57 | 2 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7.006 | 300 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 20.217 | 0,01 | 864 | 8,68 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 16.804 | 22,05 | 718 | 32,47 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 272.114 | 1,14 | 11.630 | 9,80 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 8.783 | 375 | ||||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 4.942 | 54,82 | 211 | 68,80 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 359.245 | 101,18 | 15.354 | 118,41 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 673 | 1,20 | 29 | 7,69 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 158 | 7 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 73.901 | 25,76 | 3.159 | 36,53 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 200.763 | 5,39 | 8.581 | 14,42 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4.751 | 203 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 74.782 | 22,79 | 3.196 | 33,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 84.275 | 304,12 | 3.602 | 338,61 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 19.833 | 39,13 | 848 | 50,98 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 127.815 | 9,30 | 5.463 | 18,66 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 210.942 | 66,94 | 9.016 | 81,24 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 268.640 | 81,56 | 11.482 | 97,10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 427.211 | 16,04 | 18 | 28,57 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 65.370 | 264,38 | 2.794 | 295,61 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 58.447 | 1,27 | 2.498 | 9,95 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 640.614 | 2,26 | 27.380 | 11,01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5.429.778 | 6,27 | 232.069 | 15,36 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 191.535 | 19,02 | 8.186 | 29,22 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 164.055 | 78,27 | 7.012 | 93,51 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 22.770 | 973 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 11.792 | 92,52 | 504 | 108,71 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 22.833 | 1,71 | 976 | 10,42 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 272 | 1,49 | 12 | 10,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 200 | 9 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 7.510 | 321 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 10.916.062 | 6.486,97 | 466.552 | 7.051,32 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 145.432 | 2,02 | 6.216 | 10,74 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 73.387 | 2,63 | 3.137 | 16,44 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 6.853 | 7,84 | 293 | 16,80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6.484.376 | 1,93 | 277.142 | 10,65 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 70.574 | 2,19 | 3.016 | 10,88 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9.400 | 0,27 | 402 | 8,67 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 164.530 | 39,87 | 7.032 | 51,82 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 280.427 | 130,48 | 12.111 | 152,84 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 97.749 | 2,98 | 4.178 | 11,80 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 661.833 | 5,61 | 28.287 | 14,65 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16.194 | 710 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.380.284 | 3,24 | 144.473 | 12,08 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 234.021 | 3,45 | 10.002 | 12,31 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2.694 | 28,71 | 115 | 40,24 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 14.084 | 0,49 | 602 | 9,07 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 46.317 | 31,52 | 2.049 | 47,87 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 585.722 | 3,38 | 25.075 | 17,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 38.476 | 22,31 | 1.644 | 32,79 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14.635 | 80,15 | 625 | 95,92 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9.985 | 427 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 51.375 | 1,35 | 2.196 | 10,03 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 11.373 | 1,07 | 486 | 9,71 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 241.408 | 3,39 | 10.318 | 12,24 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 28.265 | 20,86 | 1.208 | 31,30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.264.434 | 6,89 | 96.782 | 16,04 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 38.338 | 568,96 | 1.639 | 628,00 | ||||
| 2025-08-12 | NP | DFNDX - Kensington Defender Fund Institutional Class | 93.373 | 3.991 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 15.192 | 649 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 68.461 | 42,38 | 2.926 | 54,57 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 599.068 | 1,70 | 25.604 | 10,41 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9.824 | 0,02 | 420 | 8,55 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 169.651 | 1,21 | 7.251 | 9,87 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 11.526 | 4,50 | 493 | 13,36 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 5.205 | 222 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 28 | 1 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4.469 | 1,96 | 191 | 10,47 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 616.373 | 5,91 | 26.344 | 14,97 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 4.757 | 203 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 36.975 | 1,14 | 1.619 | 161.700,00 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 39.618 | 1,51 | 1.693 | 10,22 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 404.596 | 0,04 | 15.961 | 0,24 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 70.213 | 5,56 | 3.001 | 14,59 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 24.752 | 1.060 | ||||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 11.709 | 0,28 | 500 | 8,93 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 21.774 | 84,71 | 931 | 100,43 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 11.352 | 9,34 | 485 | 18,87 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4.701 | 201 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12.441 | 4,79 | 532 | 13,70 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 79.044 | 1,77 | 3.378 | 10,50 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 23.999 | 25,87 | 1.026 | 36,67 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 984.214 | 54,69 | 42.065 | 67,93 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 19.323 | 17,44 | 826 | 27,51 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 253.600 | 0,25 | 10.839 | 8,83 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 29.986 | 21,22 | 1.282 | 31,65 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 7.806 | 3,12 | 334 | 11,74 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15.982 | 683 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 29.545 | 6,44 | 1.263 | 15,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.418.921 | 11,36 | 60.645 | 20,89 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 155.563 | 3,94 | 6.649 | 12,83 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 7.898 | 338 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 42.054 | 33,89 | 1.830 | 49,06 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10.511 | 23,67 | 449 | 34,43 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26.530 | 1.134 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 16.871 | 188,10 | 729 | 216,96 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 69.372 | 8,18 | 2.965 | 17,43 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 24.481 | 1.046 | ||||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 25.083 | 0,96 | 1.072 | 9,61 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 132.714 | 2,61 | 5.672 | 11,35 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 20.021 | 13,70 | 886 | 27,89 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 27.035 | 48,47 | 1.156 | 61,31 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 16.097 | 0,74 | 688 | 9,22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 181.099 | 0,02 | 7.740 | 8,59 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 17.467 | 747 | ||||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 42.640 | 12,35 | 1.822 | 21,95 | ||||
| 2025-06-26 | NP | ALLW - SPDR Bridgewater All Weather ETF | 201.962 | 7.955 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 733.297 | 41,56 | 31 | 55,00 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1.814 | 42,39 | 78 | 54,00 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 438.749 | 3,02 | 18.752 | 11,84 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 15.070 | 0,37 | 644 | 8,97 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10.818 | 19,14 | 464 | 35,38 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 12.058 | 1,23 | 515 | 10,04 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 49 | 2 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 14.828 | 0,88 | 633 | 16,61 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 288.104 | 16,62 | 12.314 | 29,90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 334.327 | 25,60 | 14.289 | 36,36 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 71.594 | 5,79 | 3.060 | 14,83 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 26.201 | 88,67 | 1.120 | 104,95 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 630.359 | 30,83 | 26.942 | 42,03 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 20.153 | 23,74 | 861 | 34,32 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 39.608 | 0,44 | 1.693 | 9,02 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 31.150 | 0,02 | 1.331 | 8,56 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 688.270 | 12,19 | 29.417 | 21,80 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8.614 | 65,75 | 368 | 80,39 | ||||
| 2025-08-07 | 13F | PFG Advisors | 31.249 | 233,79 | 1.336 | 262,77 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2.124 | 91 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 282.264 | 169,34 | 12.064 | 192,44 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 3.185 | 104,56 | 136 | 122,95 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 47.822 | 9,28 | 2.044 | 18,64 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 53.636 | 9,21 | 2.292 | 18,57 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 10.419 | 3,53 | 445 | 12,37 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1.145 | 49 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 143.802 | 0,42 | 6.146 | 9,03 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 221.212 | 16,51 | 9.455 | 26,49 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 16.017 | 685 | ||||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 10.992 | 470 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 148.782 | 6.359 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 12.263 | 4,78 | 524 | 13,91 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 19.364 | 1 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 15.258 | 652 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 75.908 | 0,54 | 3.244 | 9,15 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 22.477 | 919 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 6.180 | 264 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32.476 | 7,48 | 1.388 | 16,74 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 288 | 12 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 191.668 | 26,94 | 8 | 60,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 186.765 | 19,59 | 7.982 | 29,83 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 8.805 | 880.400,00 | 376 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 77.536 | 1,49 | 3.314 | 10,18 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 259.425 | 13,87 | 11.088 | 26,84 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 240 | 10 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 18.885 | 1,11 | 1 | |||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 168.969 | 202,68 | 7.222 | 228,68 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 135.059 | 8,56 | 5.772 | 18,04 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 72.143 | 4.225,12 | 2 | -98,46 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 34.930 | 50,34 | 1.493 | 69,93 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 37.421 | 13,59 | 1.599 | 23,28 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 238.723 | 11,34 | 10.203 | 20,86 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 65.278 | 17,47 | 2.790 | 27,53 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 115.010 | 3,05 | 5 | 0,00 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 9.723 | 6,68 | 416 | 15,92 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 17.979 | 768 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 6.198 | 265 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 114.689 | 3,17 | 4.902 | 12,00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 943 | 2,84 | 40 | 11,11 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 34.756 | 8,00 | 1.485 | 17,21 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 93.790 | 5,03 | 4.009 | 14,03 | ||||
| 2025-04-15 | 13F | Collier Financial | 53.988 | 1.098,14 | 2.126 | 1.135,47 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 12.073 | 0,62 | 516 | 9,32 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 84.213 | 2,42 | 3.599 | 11,18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 96.702 | 10,15 | 4.133 | 19,59 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 10.427 | 8,58 | 446 | 17,72 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 66.939 | 405,31 | 2.861 | 462,99 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 140.565 | 7,71 | 6.008 | 16,94 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 5.700 | 244 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 416.459 | 3.503,21 | 17.799 | 3.811,87 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 112.240 | 0,47 | 4.797 | 9,07 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11.337 | 2,02 | 485 | 10,76 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 10.678 | 0,74 | 458 | 7,03 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 5.111 | 218 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.350 | 100 | ||||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 28.901 | 1,76 | 1.235 | 10,47 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 127.516 | 1.673,03 | 5.450 | 1.825,80 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 348.712 | 5,11 | 14.904 | 14,10 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 30.788 | 36,86 | 1.316 | 48,59 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 62.155 | 0,05 | 2.657 | 8,63 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4.892 | 209 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 67.034 | 2,88 | 2.865 | 11,70 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 181.068 | 2,03 | 7.129 | 4,68 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 358.412 | 60,07 | 15.595 | 76,18 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 17.440 | 745 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9.953 | 5,98 | 425 | 15,18 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 3.182.524 | 309,56 | 135.997 | 344,46 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 33.825 | 329,41 | 1.446 | 366,13 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 274 | 25,11 | 12 | 37,50 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 159.530 | 15,10 | 6.845 | 25,46 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 16.311 | 4,00 | 697 | 12,97 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 117.079 | 0,50 | 5.004 | 9,09 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 27.944 | 14,00 | 1.194 | 23,73 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 18.152 | 776 | ||||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 160.722 | 1,59 | 7.106 | 19,96 | ||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 7.466 | 0 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 569.181 | 3,13 | 24.327 | 11,96 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6.689.099 | 1,85 | 285.892 | 10,88 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 21.848 | 3,51 | 934 | 12,41 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 471 | 20 | ||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 54.454 | 3,12 | 2.327 | 11,98 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8.416 | 10,66 | 360 | 20,07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 435.365 | 18.608 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 5.172 | 116,13 | 221 | 135,11 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 5.776 | 247 | ||||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 13.080 | 9,72 | 559 | 19,19 | ||||
| 2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 207.324 | 187,71 | 8.861 | 212,45 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 115.046 | 0,80 | 4.917 | 9,44 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5.339.952 | 5,52 | 228.232 | 14,56 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 105.558 | 34,75 | 4.512 | 46,27 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 71.365 | 193,77 | 3.050 | 219,04 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 102.753 | 4,20 | 4.392 | 13,11 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 192.507 | 0,98 | 8.228 | 9,62 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 66.534 | 25,47 | 2.844 | 36,22 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 90.477 | 32,64 | 4 | 50,00 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 63.696 | 6,64 | 2.722 | 15,78 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3.686 | 158 | ||||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 95.040 | 23,05 | 4 | 33,33 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 70.331 | 1,80 | 3.006 | 10,52 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 200 | 9 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 182.962 | 2,27 | 7.820 | 11,02 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 5.631 | 8,31 | 241 | 17,65 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 215.528 | 29,94 | 9.212 | 41,06 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 59 | 1,72 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4.887 | 209 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2.530 | 60,84 | 108 | 77,05 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 277 | 11 | ||||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 17.415 | 8,94 | 686 | 11,75 | ||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 278.646 | 0,09 | 11.909 | 8,67 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 84.099 | 3,35 | 3.594 | 12,21 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5.482 | 234 | ||||||
| 2025-08-12 | 13F | Summit Global Investments | 295.420 | 22,14 | 13 | 33,33 | ||||
| 2025-07-16 | 13F | American National Bank | 22.462 | 50,15 | 960 | 63,27 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 18.408 | 1,29 | 787 | 9,93 | ||||
| 2025-07-17 | 13F | KWB Wealth | 581.753 | 25,84 | 22.904 | 29,13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1.666.335 | 6,99 | 71.219 | 16,15 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 12.911 | 11,96 | 552 | 21,37 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 16.283 | 46,44 | 696 | 59,04 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 21.558 | 2,44 | 921 | 11,23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21.236 | 19,10 | 905 | 28,73 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 160.360 | 3,94 | 6.854 | 12,83 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 655 | 16,13 | 28 | 22,73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23.904 | 0,49 | 1.028 | 9,83 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 130.232 | 5,07 | 5.566 | 14,08 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 3.577 | 0,70 | 153 | 9,35 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 8.838 | 0,36 | 378 | 8,96 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 681.809 | 29.141 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 15.130 | 25,80 | 647 | 36,58 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 90.575 | 0,28 | 3.871 | 8,89 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 72.608 | 4,24 | 3.103 | 13,17 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 133.521 | 1,92 | 5.707 | 11,05 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 6.523 | 279 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 10.796 | 68,06 | 461 | 82,94 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 61.590 | 3,42 | 2.632 | 12,29 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 200.791 | 15,69 | 8.582 | 25,60 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 41.190 | 44,46 | 1.760 | 56,86 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 250 | 11 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 372.657 | 3,32 | 15.927 | 12,16 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 885 | 38 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 263.116 | 15,20 | 11.246 | 25,07 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 60 | 3 | ||||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 11.106 | 5,59 | 475 | 14,49 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 161.977 | 6.923 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 71.210 | 30,34 | 3.044 | 41,53 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 16.916 | 0,46 | 724 | 17,34 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 15.868 | 2,16 | 678 | 10,97 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 29.800 | 107,67 | 1.274 | 125,71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 161.167 | 63,24 | 6.888 | 77,21 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 26.586 | 95,16 | 1.136 | 111,94 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 132.224 | 5.651 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 21.794 | 0,95 | 931 | 9,66 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.837 | 79 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 30.117 | 1,62 | 1.287 | 10,38 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 26.039 | 68.423,68 | 1.113 | 111.100,00 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 33.733 | 0,34 | 1.442 | 8,92 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 51.245 | 19,82 | 2.190 | 30,12 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 236 | 43,03 | 10 | 66,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.102.828 | 5,84 | 47.134 | 14,89 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 4.842 | 22,40 | 207 | 32,90 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 63.791 | 6,26 | 2.726 | 15,36 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 126.641 | 5,23 | 5.413 | 14,23 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 229.650 | 70,87 | 10.153 | 91,87 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 601.225 | 2,56 | 25.696 | 11,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.190.512 | 12,00 | 94 | 20,78 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 24.260 | 5,03 | 1.037 | 13,97 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9.104 | 22,58 | 358 | 26,06 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 10.076 | 16,88 | 431 | 26,84 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 23.255 | 22,96 | 994 | 33,47 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5.760 | 246 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 60 | 1,69 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 42 | 2 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 258.247 | 78,86 | 11.037 | 94,18 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 9.200 | 393 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27.667 | 1 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 85.703 | 1,06 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 230 | 0,44 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 642.999 | 8,02 | 27 | 17,39 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 114.324 | 12,59 | 4.886 | 22,24 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 40.005 | 3,24 | 1.710 | 12,07 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 264 | 1,15 | 11 | 10,00 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 74.594 | 2,64 | 2.937 | 5,31 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 7.933 | 1,38 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 113.701 | 61,62 | 5 | 100,00 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 157.076 | 1,37 | 6.713 | 10,05 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 218.849 | 1,58 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 36.792 | 0,01 | 1.572 | 8,56 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 113 | 5 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 223.600 | 200,03 | 9.557 | 225,70 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 355.532 | 10,75 | 15.195 | 20,23 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 24.370 | 243,48 | 1.042 | 273,12 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 38.544 | 1.647 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 26.570 | 1.216,65 | 1 | |||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 4.730 | 202 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 54.003 | 46,33 | 2.308 | 58,95 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 929 | 40 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 73.074 | 1,69 | 3.123 | 10,39 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 54.225 | 117,59 | 2.318 | 136,19 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 171.897 | 10,56 | 7.347 | 20,01 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 4.870 | 208 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 264.670 | 34,59 | 11.312 | 46,11 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3.370 | 318,63 | 144 | 364,52 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 356 | 374,67 | 15 | 650,00 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 5.138 | 237 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 394 | 122,60 | 0 | |||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 27.207 | 1.163 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 7.476 | 8,13 | 320 | 17,28 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 36.134 | 0,90 | 1.544 | 9,58 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5.201 | 222 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 25.825 | 252,90 | 1.104 | 282,99 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 39.143 | 26,31 | 1.673 | 37,05 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 51.595 | 52,50 | 2.205 | 65,66 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 5.151 | 220 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7.729 | 0,93 | 330 | 9,63 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 390.240 | 1,31 | 16.679 | 9,98 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 28.226 | 15,55 | 1.206 | 25,49 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 154.460 | 0,74 | 6.602 | 9,36 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 59.350 | 541,27 | 2.537 | 596,70 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 24.665 | 3,80 | 1.054 | 12,73 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 297.561 | 1,25 | 12.718 | 9,91 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7.530 | 0,07 | 322 | 8,45 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 3.446.927 | 0,43 | 140.910 | 5,65 | ||||
| 2025-08-08 | 13F | Creative Planning | 22.882.892 | 0,92 | 978.015 | 9,56 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 382.435 | 2,90 | 16.345 | 11,71 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 144.403 | 1,41 | 6.172 | 10,08 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 187.323 | 2,59 | 8.006 | 11,38 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 335 | 14 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 11.565 | 16,49 | 494 | 26,67 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 18.257 | 41,16 | 1 | |||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 109.429 | 5,34 | 5 | 0,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 67.092 | 11,05 | 2.868 | 20,56 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 73.350 | 7,92 | 3.135 | 17,16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2.154.239 | 1,29 | 92.072 | 9,96 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.491.840 | 1,56 | 63.761 | 10,25 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 22.933 | 6,26 | 980 | 15,43 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 96.170 | 4.110 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 192 | 200,00 | 8 | 300,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 48.593 | 3,17 | 2.077 | 11,97 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 97.558 | 5,81 | 4.170 | 14,88 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 14.140 | 604 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7.584 | 324 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 31.502 | 1.346 | ||||||
| 2025-08-01 | 13F | Motco | 128 | 6 | ||||||
| 2025-06-27 | NP | IDUB - International Drawdown Managed Equity ETF | 1.924.073 | 8,87 | 75.789 | 10,72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11.653.686 | 8,85 | 498.078 | 18,16 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 65.539 | 149,30 | 2.801 | 170,89 | ||||
| 2025-08-12 | 13F | Chaney Capital Management, Inc. | 416.111 | 2,18 | 17.785 | 10,93 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 57.952 | 2,76 | 2.477 | 11,53 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 851 | 2.263,89 | 36 | 3.500,00 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 8.236 | 1,23 | 352 | 10,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 40.803 | 3,93 | 1.744 | 12,82 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 19.400 | 829 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 197.777 | 46,83 | 8.453 | 59,41 | ||||
| 2025-08-14 | 13F | Fmr Llc | 66.007 | 29,23 | 2.821 | 40,35 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 33.754 | 46,30 | 1.461 | 60,20 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5.302 | 227 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 1.180 | 18,95 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 30.391 | 86,13 | 1.299 | 102,18 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 4.948 | 211 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8.028 | 343 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 19.802 | 16,20 | 846 | 26,27 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 16.290 | 50,28 | 1 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7.213 | 308 | ||||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 240.225 | 93,74 | 10.267 | 110,35 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 86.684 | 71,39 | 3.705 | 86,04 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 462.963 | 8,59 | 19.787 | 17,89 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16.893 | 1,47 | 722 | 10,23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 401.292 | 98,21 | 17.151 | 115,19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58.682 | 2,82 | 2.508 | 11,62 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 5.297 | 226 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 13.904 | 19,67 | 594 | 29,98 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 22.709 | 1,52 | 1.004 | 18,70 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 36.273 | 6,67 | 1.550 | 15,84 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 184.599 | 14,25 | 7.890 | 24,04 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 4.940 | 211 | ||||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 93.373 | 3.991 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 10.586 | 4,93 | 456 | 20,00 |
