Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR Portfolio S&P 500 ETF, omfatter Kedalion Capital Management LLP, TIG Advisors, LLC, Exchange Traded Concepts, Llc, EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB, Nissay Asset Management Corp /japan/ /adv, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, SIRAX - Sierra Tactical All Asset Fund Class A, ALLW - SPDR Bridgewater All Weather ETF, Sykon Capital Llc, Twin Tree Management, LP, Tradewinds, LLC., Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Moulton Wealth Management, Inc, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Blue Capital, Inc., Ascension Capital Advisors, Inc., M Holdings Securities, Inc., Bradley Foster & Sargent Inc/ct, Meitav Dash Investments Ltd, og Midwest Trust Co .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-01 | 13F | Liberty Wealth Management Llc | 11.591 | 9,17 | 843 | 20,63 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 124.564 | 3,39 | 9.055 | 14,29 | ||||
2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 457.590 | 9,06 | 33.262 | 20,55 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 76.589 | 6,54 | 5.567 | 17,77 | ||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 175.002 | 3,26 | 12.721 | 14,14 | ||||
2025-07-09 | 13F | Lincoln Capital Corp | 113.123 | 13,73 | 8.223 | 25,72 | ||||
2025-08-08 | 13F | Creative Planning | 31.140.324 | 1,04 | 2.263.590 | 11,69 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 1.966.408 | 2,59 | 142.938 | 13,40 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 791 | 0,51 | 57 | 11,76 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 5.502 | 2,40 | 400 | 13,03 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 37.842 | 13,57 | 2.751 | 25,51 | ||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 16.666 | 1.211 | ||||||
2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 419.555 | 3,87 | 30.497 | 14,82 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2.753 | 200 | ||||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2.929 | 213 | ||||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 36.815 | 0,77 | 2.676 | 11,41 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 6.645 | 0 | ||||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 373.635 | 13,93 | 27.160 | 38,81 | ||||
2025-08-06 | 13F | Metis Global Partners, LLC | 26.647 | 17,18 | 1.937 | 29,50 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 125 | 9 | ||||||
2025-08-11 | 13F | Vanguard Group Inc | 13.383 | 3,47 | 973 | 14,35 | ||||
2025-07-18 | 13F | Vicus Capital | 48.103 | 0,67 | 3.497 | 11,27 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 25.847 | 13,22 | 1.879 | 25,12 | ||||
2025-07-24 | 13F | Vivid Wealth Management, LLC | 33.151 | 2,51 | 2.410 | 13,31 | ||||
2025-07-29 | 13F | Portland Financial Advisors Inc | 7.201 | 7,62 | 523 | 18,86 | ||||
2025-08-14 | 13F | Colony Group, LLC | 232.647 | 537,23 | 16.911 | 604,63 | ||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 3.746 | 272 | ||||||
2025-08-13 | 13F | First Trust Advisors Lp | 41.668 | 1,27 | 3.029 | 11,94 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 9.079 | 660 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 59.401.970 | 88,51 | 4.317.929 | 108,37 | ||||
2025-07-23 | 13F | Louisiana State Employees Retirement System | 533.400 | 7,15 | 38.773 | 18,44 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 1.177.549 | 3,73 | 85.596 | 14,66 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 4.409 | 121,78 | 320 | 150,00 | ||||
2025-08-14 | 13F | USS Investment Management Ltd | 41.572.102 | 96,09 | 3.021.668 | 116,76 | ||||
2025-08-06 | 13F | O'Dell Group, LLC | 889.651 | 2,66 | 64.669 | 13,48 | ||||
2025-08-20 | 13F | Tull Financial Group, Inc. | 656.054 | 8,57 | 47.689 | 20,01 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 859 | 62 | ||||||
2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 24.345 | 8,47 | 2 | 0,00 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 231 | 0 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 920.220 | 7,92 | 67 | 17,86 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 593.185 | 19,93 | 43.119 | 32,57 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 41.523 | 3,84 | 3.018 | 14,80 | ||||
2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 87.352 | 241,01 | 6.350 | 277,02 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 16.877 | 0,11 | 1.227 | 10,65 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 111.757 | 9,99 | 8.124 | 21,58 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 225.968 | 67,08 | 16.426 | 84,70 | ||||
2025-08-08 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 9.536.000 | 6,51 | 693.172 | 17,74 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 63.578 | 4,37 | 4.622 | 15,38 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 23.166 | 21,14 | 1.684 | 33,89 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 34.520 | 17,98 | 2.509 | 30,41 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 2.335.301 | 68,70 | 169.753 | 87,59 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 113.557 | 30,08 | 8.254 | 43,80 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 440 | 32 | ||||||
2025-08-14 | 13F | Aqr Capital Management Llc | 175.699 | 54,77 | 12.772 | 71,08 | ||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 22.930 | 1.684 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 2.307.503 | 15,90 | 167.732 | 28,12 | ||||
2025-07-07 | 13F | RB Capital Management, LLC | 5.250 | 9,56 | 382 | 20,95 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 194.522 | 20,90 | 14.140 | 33,64 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 187.501 | 74,50 | 13.629 | 92,88 | ||||
2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 12 | 1 | ||||||
2025-08-13 | 13F | Fiduciary Group LLC | 3.706 | 269 | ||||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 213.332 | 13,14 | 15.507 | 25,07 | ||||
2025-06-11 | 13F | Fortitude Financial, LLC | 436.977 | 101,65 | 28.736 | 92,35 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 367.976 | 431,11 | 26.748 | 485,04 | ||||
2025-08-04 | 13F | Spinnaker Trust | 2.053.233 | 2,58 | 149.250 | 13,39 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 19.957 | 13,59 | 1.451 | 25,54 | ||||
2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 37.666 | 2.738 | ||||||
2025-07-08 | 13F | RMR Wealth Builders | 39.667 | 0,15 | 2.892 | 10,64 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 13.694 | 0,48 | 995 | 11,05 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 90.094 | 1.664,47 | 6.549 | 1.854,63 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 199.609 | 14.510 | ||||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 3.440 | 258 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 33.628 | 2.444 | ||||||
2025-08-05 | 13F | Hills Bank & Trust Co | 280.211 | 78,80 | 20.369 | 97,65 | ||||
2025-08-05 | 13F | Rockline Wealth Management, LLC | 2.993 | 218 | ||||||
2025-08-12 | 13F | AlphaCore Capital LLC | 87 | 141,67 | 6 | 200,00 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 9.710 | 5,37 | 706 | 15,95 | ||||
2025-08-15 | 13F | Truefg, Llc | 67.294 | 2,35 | 4.892 | 13,14 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 61.649 | 149,59 | 4.481 | 175,92 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 143.554 | 5,77 | 10.435 | 16,92 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 122.055 | 27,02 | 8.462 | 42,24 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 913.360 | 66.392 | ||||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 5.317.895 | 3,75 | 386.558 | 14,68 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 376 | 0,27 | 27 | 12,50 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 199.519 | 0,24 | 14.503 | 10,80 | ||||
2025-07-15 | 13F | tru Independence LLC | 12.502 | 27,08 | 909 | 40,56 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1.257.410 | 2,22 | 91.401 | 13,00 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 100.175 | 96,76 | 7.282 | 117,47 | ||||
2025-07-15 | 13F | Vestment Financial LLC | 53.269 | 11,70 | 3.882 | 23,13 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 5.897 | 388 | ||||||
2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 611.381 | 78,92 | 44.441 | 97,77 | ||||
2025-08-14 | 13F | Novus Advisors, Llc | 43.329 | 4,54 | 3.150 | 15,56 | ||||
2025-08-06 | 13F | Bensler, LLC | 17.775 | 1,80 | 1.292 | 12,54 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 32.426 | 57,85 | 2.357 | 74,59 | ||||
2025-07-10 | 13F | McHugh Group, LLC | 45.974 | 7,19 | 3.342 | 18,48 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 5.906 | 82,12 | 429 | 101,41 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 82.928 | 6.028 | ||||||
2025-07-28 | 13F | Prairie Sky Financial Group LLC | 180.872 | 3,20 | 13.148 | 14,07 | ||||
2025-07-14 | 13F | Legacy Capital Group California, Inc. | 75.142 | 19,31 | 5.462 | 31,90 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 580 | 42 | ||||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 13.547 | 222,09 | 1.024 | 273,72 | ||||
2025-07-10 | 13F | Worth Asset Management, LLC | 101.807 | 3,21 | 7.400 | 14,09 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 998 | 0,20 | 73 | 10,77 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 9.177 | 57,68 | 667 | 74,61 | ||||
2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 131.018 | 2,03 | 9.083 | 1,21 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 3.000 | 218 | ||||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 35.858 | 19,15 | 2.607 | 31,68 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 31.350 | 2.279 | ||||||
2025-08-12 | 13F | Bokf, Na | 2.338 | 112,93 | 170 | 134,72 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 186.322 | 23,04 | 13.544 | 36,00 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 3.252 | 0,31 | 236 | 10,80 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 3.870 | 3.125,00 | 281 | 3.914,29 | ||||
2025-07-22 | 13F | Private Wealth Group, LLC | 714.771 | 5,46 | 51.957 | 16,57 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 1.384 | 56,56 | 101 | 72,41 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 24.623 | 1.790 | ||||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 3.791 | 0,11 | 276 | 10,44 | ||||
2025-06-26 | NP | ALLW - SPDR Bridgewater All Weather ETF | 394.482 | 25.720 | ||||||
2025-08-12 | 13F | Nemes Rush Group LLC | 13.954 | 127,23 | 1.014 | 151,61 | ||||
2025-08-14 | 13F | Blue Capital, Inc. | 92.007 | 6.688 | ||||||
2025-07-28 | 13F | Cushing Capital Partners, LLC | 62.702 | 15,49 | 4.558 | 27,65 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 44.200.159 | 42,24 | 3.196.556 | 57,36 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 141.967 | 16,09 | 10.320 | 28,33 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20.870 | 4,25 | 1.578 | 24,74 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 123.514 | 0,32 | 8.978 | 10,89 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 474.264 | 4,02 | 34.474 | 14,98 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 92 | 7 | ||||||
2025-07-09 | 13F | Presidio Capital Management, LLC | 3.238 | 235 | ||||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 5.487 | 1,42 | 398 | 12,11 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 71.212 | 1,25 | 5.176 | 11,91 | ||||
2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 3.147 | 0,70 | 229 | 11,22 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 5.694 | 2,12 | 431 | 18,46 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 154 | 6,94 | 11 | 22,22 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 28.546 | 10,60 | 2.083 | 30,29 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 41.367 | 6,34 | 3.021 | 21,52 | ||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 10.980 | 0,17 | 798 | 10,83 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 4.135.132 | 46,65 | 300.583 | 62,11 | ||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 77.936 | 0,23 | 5.665 | 10,80 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 588.463 | 563,66 | 42.775 | 633,70 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7.207 | 0,32 | 524 | 10,81 | ||||
2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 457.391 | 93,87 | 33.248 | 114,30 | ||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 151.302 | 3,17 | 10.998 | 14,05 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 3.772.865 | 2,17 | 274 | 13,22 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10.589 | 31,10 | 770 | 44,82 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 5.643 | 8,54 | 410 | 20,23 | ||||
2025-08-07 | 13F | PFG Advisors | 324.648 | 61,67 | 23.599 | 78,72 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 12.037 | 5,77 | 875 | 16,84 | ||||
2025-07-11 | 13F | Spence Asset Management | 141.826 | 6,30 | 10 | 25,00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3.425.956 | 75,57 | 252.048 | 96,43 | ||||
2025-08-04 | 13F | Assetmark, Inc | 2.822.093 | 11,56 | 205.138 | 23,32 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 47.370 | 171,96 | 3.443 | 200,70 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 224.128 | 46,31 | 16.292 | 61,73 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 56.316 | 2,40 | 4.094 | 13,19 | ||||
2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 375.228 | 6,09 | 27.275 | 17,27 | ||||
2025-08-07 | 13F | Sanchez Wealth Management Group | 37.840 | 2,84 | 2.751 | 13,68 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 3.503 | 8,22 | 259 | 21,70 | ||||
2025-07-08 | 13F | GK Wealth Management LLC | 11.039 | 14,83 | 802 | 26,90 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 18.637 | 1.355 | ||||||
2025-07-31 | 13F | BIP Wealth, LLC | 84.957 | 45,39 | 6.176 | 60,72 | ||||
2025-08-14 | 13F | TIG Advisors, LLC | 5.910.541 | 429.787 | ||||||
2025-08-06 | 13F | Penserra Capital Management LLC | 1.068.772 | 85,02 | 78 | 108,11 | ||||
2025-07-18 | 13F | Donald L. Hagan, LLC | 89.716 | 2,49 | 6.521 | 13,29 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 549.971 | 0,29 | 39.977 | 10,86 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 638.521 | 18,67 | 46.414 | 31,18 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 8.065 | 2,26 | 586 | 13,13 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 2.139 | 5,63 | 155 | 16,54 | ||||
2025-07-22 | 13F | Tandem Investment Partners LLC | 89.297 | 0,62 | 6.491 | 11,23 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 36.874 | 0,49 | 2.680 | 11,11 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 855.769 | 14,06 | 62.206 | 26,08 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 570.503 | 14,05 | 41.470 | 26,06 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 259.846 | 156,83 | 19.317 | 190,34 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 391 | 28 | ||||||
2025-08-14 | 13F | Synovus Financial Corp | 9.046 | 10,13 | 658 | 21,67 | ||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 139.360 | 21,69 | 10.230 | 42,24 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 19.175 | 17,59 | 1.394 | 29,94 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 4.137.001 | 12,82 | 300.719 | 24,71 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 32.164 | 5,68 | 2.338 | 16,79 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 177 | 13 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 82.706 | 1,53 | 6.012 | 12,23 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 29.816 | 12,37 | 2.167 | 24,25 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2.725.983 | 57,58 | 198 | 75,22 | ||||
2025-07-28 | 13F | Copia Wealth Management | 83.385 | 2,39 | 6.061 | 13,18 | ||||
2025-08-07 | 13F | Fagan Associates, Inc. | 2.759 | 201 | ||||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 30.204 | 21,70 | 2.196 | 34,50 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 448.526 | 221,69 | 32.603 | 255,62 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 40.635 | 1,21 | 3 | 0,00 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 25.881 | 2,12 | 1.881 | 12,91 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 7.581.592 | 3,14 | 551.106 | 14,01 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 433.011 | 24,31 | 31.476 | 37,42 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 3.732 | 13,30 | 271 | 25,46 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 24.486 | 553,48 | 1.780 | 623,17 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 2.925 | 213 | ||||||
2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 443.416 | 11,69 | 32.232 | 23,46 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 199.609 | 22,52 | 14.510 | 35,43 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 7.265 | 11,87 | 528 | 23,65 | ||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 8.754 | 19,10 | 636 | 31,68 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 2.788 | 203 | ||||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 45.288 | 1,21 | 3.292 | 11,86 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 6.122 | 445 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 187.330 | 13,25 | 13.617 | 25,19 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 7.822 | 2,70 | 569 | 13,60 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 118.967 | 185,58 | 8.648 | 215,70 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 16.338 | 1.188 | ||||||
2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 5.968 | 47,39 | 434 | 55,20 | ||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 24.748 | 175,50 | 1.799 | 204,75 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 489 | 194,58 | 36 | 250,00 | ||||
2025-07-24 | 13F | Strong Tower Advisory Services | 45.902 | 42,98 | 3.337 | 75,21 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 9.972 | 48,70 | 725 | 64,55 | ||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 39.930 | 10,28 | 2.902 | 21,88 | ||||
2025-08-14 | 13F | Norinchukin Bank, The | 3.511.270 | 2,96 | 255.234 | 13,81 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 5.042 | 0,06 | 367 | 10,57 | ||||
2025-07-16 | 13F | New Insight Wealth Advisors | 23.970 | 4,11 | 1.742 | 15,06 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 5.288 | 1,75 | 384 | 12,61 | ||||
2025-08-14 | 13F | Comerica Bank | 39.980 | 39,16 | 2.906 | 53,84 | ||||
2025-08-11 | 13F | October Effect Ltd | 28.016 | 2.036 | ||||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 1.176.217 | 1,99 | 85.499 | 12,74 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 281 | 2,18 | 20 | 11,11 | ||||
2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 72 | 0 | ||||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 65.611 | 19,49 | 4.769 | 32,11 | ||||
2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 3.123 | 205 | ||||||
2025-08-05 | 13F | Claro Advisors LLC | 4.615 | 37,97 | 335 | 52,97 | ||||
2025-08-07 | 13F | Allworth Financial LP | 8.430 | 24,13 | 613 | 40,37 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 273.770 | 0,11 | 18.003 | -4,51 | ||||
2025-07-31 | 13F | Pacitti Group Inc. | 21.013 | 0,69 | 1.527 | 11,30 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 35.123 | 3,31 | 2.553 | 14,23 | ||||
2025-07-24 | 13F | Wealth Management Resources, Inc. | 96.497 | 7,61 | 7.014 | 18,96 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3.831 | 278 | ||||||
2025-07-18 | 13F | Consolidated Planning Corp | 6.079 | 2,31 | 442 | 13,08 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 336.170 | 8,60 | 24.436 | 20,04 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 349.460 | 27,65 | 25.402 | 41,10 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 758.839 | 0,23 | 55.160 | 10,79 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 2.992 | 224 | ||||||
2025-07-30 | 13F | Parcion Private Wealth LLC | 81.521 | 0,62 | 5.926 | 11,23 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 86.770 | 65,64 | 6.477 | 96,39 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 642.161 | 11,57 | 46.679 | 23,32 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 107.300 | 18,06 | 7.800 | 30,51 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 617.700 | 1,35 | 44.901 | 12,03 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 20 | 1 | ||||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 2.084 | 33,42 | 151 | 48,04 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 15.282 | 1,06 | 1.124 | 25,31 | ||||
2025-08-13 | 13F | Alerus Financial Na | 128 | 9 | ||||||
2025-08-06 | 13F | Destiny Capital Corp/CO | 12.025 | 2,65 | 874 | 13,51 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 166.087 | 2,50 | 12.073 | 13,30 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 995 | 72 | ||||||
2025-08-14 | 13F | Certified Advisory Corp | 4.063 | 0,02 | 295 | 10,49 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 20.505 | 85,15 | 1.491 | 104,67 | ||||
2025-08-06 | 13F | Kedalion Capital Management LLP | 7.014.380 | 509.875 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 14.257 | 1.036 | ||||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 26.659 | 316,87 | 1.938 | 361,19 | ||||
2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 482.200 | 35.051 | ||||||
2025-07-18 | 13F | Astor Investment Management LLC | 293.571 | 12,14 | 21.340 | 23,96 | ||||
2025-08-13 | 13F | Cutler Capital Management, LLC | 10.150 | 738 | ||||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 47.993 | 32,20 | 3.489 | 46,12 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 145.768 | 4,57 | 10.596 | 15,59 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1.587.263 | 22,69 | 115.378 | 35,62 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 70.588 | 14,19 | 5.131 | 26,22 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 940 | 0,32 | 68 | 11,48 | ||||
2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 5.051 | 0 | ||||||
2025-08-12 | 13F | Inscription Capital, LLC | 4.117 | 299 | ||||||
2025-07-28 | 13F | Courier Capital Llc | 82.139 | 3,80 | 5.971 | 14,74 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 4.822 | 351 | ||||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 31.474 | 332,39 | 2.288 | 378,45 | ||||
2025-07-02 | 13F | S. R. Schill & Associates | 229.784 | 2,64 | 16.703 | 13,46 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 13.106 | 0,06 | 953 | 15,53 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 55.181 | 12,05 | 4.011 | 23,87 | ||||
2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 308.914 | 2,35 | 22.455 | 13,14 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 1.649.753 | 9,87 | 119.921 | 21,44 | ||||
2025-08-08 | 13F | Cooper Capital Advisors LLC | 97.242 | 2,81 | 7.068 | 13,65 | ||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 11.883 | 7,35 | 864 | 18,71 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | Put | 12.800 | 13 | |||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 1.622.431 | 79,70 | 117.935 | 98,64 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 26.685 | 18,98 | 1.940 | 31,55 | ||||
2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 50.518 | 0,24 | 3.672 | 10,80 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 568.746 | 2,32 | 41.342 | 13,10 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 9.144 | 21,11 | 665 | 33,87 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 2.975 | 216 | ||||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 279.164 | 0,78 | 20.292 | 11,40 | ||||
2025-07-09 | 13F | Clarus Wealth Advisors | 118.100 | 1,44 | 8.618 | 15,77 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 1.569 | 52,18 | 114 | 70,15 | ||||
2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 87.329 | 6.348 | ||||||
2025-08-14 | 13F | Gould Capital, LLC | 2.412 | 175 | ||||||
2025-07-31 | 13F | AlTi Global, Inc. | 11.914 | 0,05 | 866 | 10,60 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 106.046 | 2,01 | 7.708 | 12,76 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 106.475 | 49,16 | 7.735 | 82,64 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17.713 | 27,99 | 1.288 | 59,28 | ||||
2025-07-15 | 13F | Norden Group Llc | 20.429 | 6,78 | 1.485 | 18,04 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 59.729 | 4,14 | 4.342 | 15,12 | ||||
2025-07-07 | 13F | First Community Trust Na | 292 | 21 | ||||||
2025-08-01 | 13F | Advisory Alpha, LLC | 237.591 | 5,33 | 17.271 | 16,43 | ||||
2025-08-08 | 13F | Gts Securities Llc | 38.436 | 77,48 | 2.794 | 96,14 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 145.934 | 10.608 | ||||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 47.799 | 374,43 | 3.143 | 352,88 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 675.230 | 43,67 | 49.083 | 58,82 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 226.767 | 4,98 | 16.484 | 16,04 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 770.715 | 3,56 | 56.023 | 14,48 | ||||
2025-08-14 | 13F | Dearborn Partners Llc | 43.732 | 18,10 | 3.179 | 30,51 | ||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 610.231 | 2,20 | 44.358 | 12,97 | ||||
2025-07-29 | 13F | Swmg, Llc | 35.023 | 247,00 | 2.624 | 301,84 | ||||
2025-08-14 | 13F | Sentinus, LLC | 5.256 | 28,79 | 382 | 42,54 | ||||
2025-07-14 | 13F | Buska Wealth Management, LLC | 3.426 | 249 | ||||||
2025-07-16 | 13F | Wealth Group Ltd | 23.821 | 1.732 | ||||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 176.445 | 7,88 | 12.826 | 19,25 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 14 | 1 | ||||||
2025-08-13 | 13F | GeoWealth Management, LLC | 65.767 | 5,12 | 4.781 | 16,19 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 93.124 | 14,97 | 6.765 | 27,02 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 105.504 | 5,30 | 7.669 | 16,41 | ||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 8.044 | 2,68 | 585 | 13,40 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 11 | 1 | ||||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 51.659 | 12,78 | 3.755 | 24,67 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 9.937 | 0,47 | 722 | 6,02 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 1.103.488 | 1,69 | 80 | 12,68 | ||||
2025-07-16 | 13F | Kendall Capital Management | 2.768 | 201 | ||||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 7.290 | 21,54 | 537 | 36,04 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 634 | 246,45 | 46 | 283,33 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 6.572 | 100,00 | 478 | 120,83 | ||||
2025-08-04 | 13F | NBZ Investment Advisors LLC | 196.716 | 0,82 | 14.299 | 11,45 | ||||
2025-08-14 | 13F | Boothbay Fund Management, Llc | 8.500 | 618 | ||||||
2025-07-21 | 13F | Jackson Wealth Management, LLC | 503.396 | 91,95 | 36.592 | 112,19 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 4.807 | 0,46 | 349 | 11,15 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 664.018 | 0,19 | 48.267 | 10,75 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 643.254 | 13,91 | 46.758 | 25,92 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 582.460 | 6,72 | 42.339 | 17,97 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 171.601 | 10,45 | 12.800 | 24,78 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 1.112 | 209,75 | 81 | 247,83 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5.902 | 429 | ||||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 729 | 143,00 | 53 | 173,68 | ||||
2025-08-05 | 13F | Huntington National Bank | 2.087 | 26,81 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6.439 | 40,99 | 468 | 56,00 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 253.015 | 3,30 | 18.392 | 14,19 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 6.046 | 439 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 8.708 | 33,05 | 633 | 46,98 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6.479 | 0,29 | 471 | 10,85 | ||||
2025-08-14 | 13F | Graney & King, LLC | 1.994 | 0,10 | 145 | 9,92 | ||||
2025-07-31 | 13F | Arrien Investments, Inc. | 290.740 | 6,44 | 21.134 | 17,65 | ||||
2025-08-14 | 13F | UBS Group AG | 2.055.143 | 10,58 | 149.388 | 22,23 | ||||
2025-07-16 | 13F | NovaPoint Capital, LLC | 182.976 | 0,50 | 13.301 | 11,08 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 289.537 | 1.225,54 | 21 | 2.000,00 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 5.108 | 2,12 | 371 | 13,11 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 7.994 | 12,04 | 581 | 23,88 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 22.637 | 1.645 | ||||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 9.915 | 0,74 | 652 | 3,66 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 4.406.753 | 5,33 | 320.327 | 16,43 | ||||
2025-07-14 | 13F | Financial Advisory Partners, Llc | 28.523 | 6,38 | 2.073 | 17,58 | ||||
2025-07-23 | 13F | Wise Wealth Partners | 219.988 | 214,93 | 15.991 | 248,14 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2.509 | 17,46 | 182 | 23,81 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 31 | 2 | ||||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3.437 | 2,87 | 250 | 13,70 | ||||
2025-08-15 | 13F | Optimist Retirement Group LLC | 9.538 | 0,28 | 693 | 10,72 | ||||
2025-08-13 | 13F | AMJ Financial Wealth Management | 12.767 | 928 | ||||||
2025-07-07 | 13F | Investors Research Corp | 231.439 | 7,65 | 16.823 | 18,99 | ||||
2025-07-10 | 13F | HF Advisory Group, LLC | 50.649 | 0,23 | 3.682 | 10,77 | ||||
2025-07-25 | 13F | Cwm, Llc | 9.940.516 | 17,16 | 723 | 29,62 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 14.198 | 20,60 | 1.032 | 33,33 | ||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 11.450 | 21,16 | 832 | 33,98 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 1.046.071 | 32,13 | 76.039 | 46,05 | ||||
2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 1.064.700 | 77.393 | ||||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 78.417 | 94,49 | 5.700 | 115,01 | ||||
2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 12.591 | 915 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 1.112.170 | 6,26 | 80.843 | 17,46 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | Put | 302.200 | 18,28 | 21.967 | 30,74 | |||
2025-07-16 | 13F | Dakota Wealth Management | 41.278 | 0,77 | 3.000 | 11,40 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 2.959 | 15,59 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 999.568 | 24,53 | 72.659 | 31,30 | ||||
2025-08-13 | 13F | F/M Investments LLC | 2.862 | 208 | ||||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 115.334 | 16,47 | 8.384 | 28,73 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 299 | 22 | ||||||
2025-07-24 | 13F | Vantage Point Financial LLC | 114.330 | 47,71 | 8.311 | 63,29 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 851 | 62 | ||||||
2025-07-30 | 13F | Wbh Advisory Inc | 592.919 | 45,29 | 43.099 | 60,60 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1.242 | 90 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.131.592 | 0,74 | 82.255 | 11,35 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 16.920 | 104,67 | 1.113 | 95,43 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 19.141 | 1.391 | ||||||
2025-08-13 | 13F | MONECO Advisors, LLC | 331.880 | 15,81 | 24.124 | 28,02 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 12.425 | 3,77 | 903 | 14,74 | ||||
2025-08-14 | 13F | Fmr Llc | 159.789 | 10,73 | 11.615 | 22,40 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 42.158 | 34,54 | 3.064 | 48,74 | ||||
2025-08-05 | 13F | Key FInancial Inc | 9.614 | 7,53 | 699 | 18,91 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2.801 | 204 | ||||||
2025-08-06 | 13F | Adviser Investments LLC | 103.866 | 1.515,33 | 7.550 | 1.689,10 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 1.256 | 91 | ||||||
2025-08-05 | 13F | Ciovacco Capital Management LLC | 79.815 | 39,15 | 5.802 | 53,79 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 36.600 | 175,04 | 2.660 | 204,00 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 25.866 | 4,28 | 1.880 | 15,27 | ||||
2025-08-15 | 13F | Puff Wealth Management, Llc | 6.242 | 454 | ||||||
2025-07-16 | 13F | Howard Capital Management Group, LLC | 5.357 | 389 | ||||||
2025-07-31 | 13F | Brian Low Financial Group, Llc | 3.859 | 281 | ||||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 2.264.471 | 0,57 | 164.604 | 23,22 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 16.473 | 1,92 | 1.197 | 12,71 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 14.680 | 49,99 | 1.067 | 65,94 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 870 | 63 | ||||||
2025-07-21 | 13F | River Street Advisors LLC | 91.053 | 2,74 | 6.619 | 13,57 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 7.545 | 0,13 | 548 | 10,71 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 241.694 | 304,78 | 17.566 | 347,43 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 570.500 | 41.470 | ||||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 65 | 5 | ||||||
2025-08-13 | 13F | Bank Of Nova Scotia | 262.740 | 20,86 | 19.099 | 33,60 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 4.880 | 16,41 | 355 | 28,73 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 12.263 | 0,88 | 1 | |||||
2025-07-21 | 13F | Crews Bank & Trust | 1.040.376 | 5,78 | 75.625 | 16,92 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 1.052 | 18,87 | 76 | 31,03 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 129.109 | 7,31 | 9.385 | 18,62 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 9.598 | 11,32 | 698 | 23,14 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 119.004 | 2,40 | 8.652 | 13,20 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 19.957 | 20,46 | 1.451 | 39,02 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 25.425 | 15,18 | 1.848 | 27,36 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 3.889 | 82,15 | 283 | 101,43 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 11.920 | 12,43 | 866 | 24,25 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 259.255 | 5,06 | 18.845 | 16,13 | ||||
2025-08-08 | 13F | Brogan Financial, Inc. | 70.441 | 4,70 | 5.120 | 15,73 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 416 | 30 | ||||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 37.141 | 2.700 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | Call | 283.500 | 10,96 | 20.608 | 22,65 | |||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 41 | 3 | ||||||
2025-08-08 | 13F | Bailard, Inc. | 7.569 | 25,73 | 550 | 39,24 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 898 | 20,21 | 65 | 32,65 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 19.103 | 5,37 | 1.389 | 16,44 | ||||
2025-08-04 | 13F | One Day In July LLC | 805.761 | 17,36 | 58.571 | 29,73 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 561.432 | 1,94 | 40.811 | 12,68 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 7.477 | 0,30 | 543 | 10,82 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 7.979 | 0,01 | 580 | 10,69 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 31 | 2 | ||||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 124.144 | 1,22 | 9.024 | 112.687,50 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 109.680 | 11,14 | 7.973 | 22,85 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 41.154 | 2.991 | ||||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 3.635 | 264 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 2.316 | 75,32 | 168 | 95,35 | ||||
2025-07-23 | 13F | Meitav Dash Investments Ltd | 78.186 | 5.683 | ||||||
2025-07-31 | 13F | Sequent Asset Management, LLC | 2.983 | 217 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 43.804 | 71,50 | 3.168 | 89,75 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 144.872 | 0,69 | 10.531 | 11,30 | ||||
2025-07-31 | 13F | Shaker Investments Llc/oh | 21.794 | 5,09 | 1.584 | 16,21 | ||||
2025-08-15 | 13F | Global View Capital Management LLC | 606.321 | 37,61 | 44.073 | 52,11 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 11 | 450,00 | 1 | |||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4.742 | 345 | ||||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 158.994 | 32,88 | 11.557 | 46,89 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.177 | 81,92 | 86 | 102,38 | ||||
2025-07-28 | 13F/A | Penbrook Management LLC | 3.500 | 254 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 68.914 | 258,18 | 5.009 | 295,97 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 34.181 | 145,61 | 2.485 | 171,48 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8.477.966 | 5,49 | 609.735 | 15,37 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 27.390 | 4,70 | 1.991 | 15,70 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 64.687 | 10,73 | 4.702 | 22,42 | ||||
2025-08-14 | 13F | Widmann Financial Services, Inc. | 3.701 | 20,20 | 269 | 33,17 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 130.049 | 6,98 | 9.453 | 18,25 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1.812.265 | 1,59 | 131.734 | 12,29 | ||||
2025-07-24 | 13F | Financial Security Advisor, Inc. | 64.760 | 0,04 | 4.707 | 10,60 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 38.383 | 9,78 | 2.790 | 21,36 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 540.013 | 0,70 | 39.254 | 11,31 | ||||
2025-08-14 | 13F | Sei Investments Co | 5.030 | 19,82 | 366 | 32,25 | ||||
2025-07-15 | 13F | Kagan Cocozza Asset Management | 272.474 | 4,60 | 19.806 | 15,63 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1.181 | 86 | ||||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 11.156 | 5,01 | 819 | 24,85 | ||||
2025-07-15 | 13F | ACT Advisors, LLC. | 55.102 | 0,63 | 4.005 | 11,25 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 927.722 | 0,80 | 67.436 | 11,43 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 16.845 | 3,22 | 1.224 | 14,07 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 171.818 | 15,78 | 12.489 | 27,97 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 4.228 | 4,06 | 307 | 14,98 | ||||
2025-07-17 | 13F | Olympus Wealth Management, Llc | 434.407 | 76,86 | 31.577 | 95,51 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 729 | 143,00 | 53 | 147,62 | ||||
2025-08-14 | 13F | Betterment LLC | 73.909.544 | 13,88 | 5.372 | 25,90 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 60 | 400,00 | 4 | |||||
2025-07-15 | 13F | Hofer & Associates. Inc | 22.257 | 57,99 | 1.618 | 74,62 | ||||
2025-07-29 | 13F | Semitam Bonam Llc | 49.063 | 3.566 | ||||||
2025-07-22 | NP | Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 3 ETF | 120.000 | 65,98 | 8.320 | 64,63 | ||||
2025-07-22 | NP | Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 1 ETF | 86.400 | 19,66 | 5.990 | 18,71 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 15.884.712 | 11,39 | 1.154.660 | 23,13 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3.178 | 231 | ||||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 12.386 | 22,67 | 900 | 35,75 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 535.746 | 63,94 | 38.943 | 81,22 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 115.512 | 30,40 | 8.397 | 44,14 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | 223.647 | 16.257 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 315.127 | 0,56 | 22.907 | 11,17 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 204.293 | 11,19 | 14.850 | 22,91 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 171.674 | 20,87 | 12.415 | 34,13 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 752.588 | 8,54 | 54.706 | 19,98 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 480.481 | 1,60 | 34.926 | 12,31 | ||||
2025-08-13 | 13F | Mizuho Bank, Ltd. | 2.100.000 | 50,00 | 152.649 | 65,81 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 47.110 | 204.726,09 | 3.424 | 342.300,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 152.500 | 173,79 | 11.085 | 202,70 | |||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 14.501 | 12,80 | 1.054 | 24,73 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 2.758 | 200 | ||||||
2025-08-12 | 13F | Strategic Advisors LLC | 121.076 | 3,25 | 8.801 | 14,12 | ||||
2025-07-10 | 13F | HWG Holdings LP | 47.620 | 5,72 | 3.461 | 16,85 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 28.414 | 0,23 | 2.065 | 10,78 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 28.387 | 22,07 | 2.112 | 38,06 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 184.594 | 54,64 | 13.418 | 70,95 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 63.534 | 114,99 | 4.496 | 142,90 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 4.254 | 2,63 | 309 | 13,60 | ||||
2025-07-16 | 13F | Embree Financial Group | 13.835 | 0,42 | 1.006 | 10,93 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 8.245 | 599 | ||||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 3.780 | 14,72 | 275 | 26,85 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 26.806 | 2,90 | 1.949 | 13,72 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 29.352 | 10,13 | 2.134 | 21,75 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1.627.089 | 246,46 | 118.273 | 282,97 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1.500 | 109 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 229.651 | 4,09 | 16.693 | 15,05 | ||||
2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 154.363 | 1,71 | 11.221 | 12,42 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 575.614 | 0,52 | 41.628 | 10,55 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 7.039 | 111,44 | 512 | 134,40 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 151.024 | 137,66 | 10.978 | 162,69 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.396.513 | 20,44 | 102 | 32,89 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 1.735.977 | 35,46 | 126.189 | 49,73 | ||||
2025-08-08 | 13F | Petix & Botte Co | 415.981 | 14,75 | 30.238 | 26,84 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1.468 | 18,20 | 107 | 30,86 | ||||
2025-08-14 | 13F | Nepc Llc | 973.556 | 70.768 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 636.649 | 36,07 | 46.278 | 50,42 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 4.063 | 1,98 | 295 | 13,03 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.565.033 | 19,82 | 259.142 | 32,45 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 4.825 | 0,96 | 351 | 11,46 | ||||
2025-07-08 | 13F | Moulton Wealth Management, Inc | 186.043 | 13.687 | ||||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1.809 | 3.748,94 | 131 | 4.266,67 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 2.280 | 166 | ||||||
2025-05-06 | NP | DFNDX - Kensington Defender Fund Institutional Class | 118.903 | 14,25 | 7.819 | 8,99 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 22.372 | 1.626 | ||||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 285.043 | 5,16 | 20.720 | 16,25 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 374.540 | 46,64 | 27.225 | 62,10 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 6.774 | 16,53 | 497 | 30,10 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 248.298 | 10,56 | 18.049 | 22,21 | ||||
2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 464.827 | 4,57 | 33.788 | 15,59 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 87.820 | 28,13 | 6.384 | 41,62 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 106.828 | 13,17 | 7.765 | 25,10 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 48.435 | 17,11 | 3.521 | 29,46 | ||||
2025-08-07 | 13F | Nwam Llc | 50.601 | 42,08 | 3.678 | 57,11 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 138.191 | 3,95 | 10.045 | 14,91 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2 | 79.218 | 10,64 | 5.758 | 22,30 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 500.817 | 2,88 | 36.404 | 13,72 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 970 | 1,25 | 71 | 12,90 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 710.891 | 20,37 | 51.675 | 33,06 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 26.275 | 108,27 | 1.910 | 130,28 | ||||
2025-05-15 | 13F | Evergreen Capital Management Llc | Put | 66 | ||||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 420.143 | 12,96 | 30.540 | 24,86 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 26.372 | 6,57 | 1.917 | 17,76 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 793.284 | 5,03 | 57.664 | 16,09 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 116.132 | 6,17 | 8.442 | 17,37 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 14.765 | 0,78 | 1.086 | 22,71 | ||||
2025-08-15 | 13F | Morgan Stanley | 13.743.533 | 22,18 | 999.018 | 35,06 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 70.534 | 5,08 | 5.127 | 16,18 | ||||
2025-08-11 | 13F | Sykon Capital Llc | 321.497 | 23.370 | ||||||
2025-07-09 | 13F | Catalyst Private Wealth, Llc | 49.489 | 0,24 | 3.597 | 10,81 | ||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 111.605 | 8,20 | 8.113 | 19,61 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 170.896 | 5,01 | 12.422 | 16,08 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 73.514 | 0,79 | 5.344 | 11,41 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 5.308 | 6,74 | 386 | 17,74 | ||||
2025-07-10 | 13F | Moller Financial Services | 2.984 | 217 | ||||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 3.905 | 0 | ||||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 7.570 | 18,28 | 550 | 30,95 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 765.921 | 3,17 | 55.675 | 14,04 | ||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 3.646 | 267 | ||||||
2025-07-22 | 13F | Berger Financial Group, Inc | 10.846 | 3,98 | 788 | 15,04 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 6.470 | 0,40 | 470 | 11,11 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5.472 | 2,17 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB | 1.169.897 | 85.040 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 134.245 | 628,40 | 9.758 | 705,78 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 615.200 | 117,46 | 44.719 | 140,38 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 282.800 | 33,65 | 20.557 | 47,74 | |||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 25.074 | 2,04 | 1.823 | 12,82 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.416 | 0,07 | 103 | 9,68 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 62.455 | 8,61 | 4.537 | 19,99 | ||||
2025-08-14 | 13F | Scott Marsh Financial, LLC | 3.320 | 241 | ||||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 11.460 | 14,36 | 754 | 9,13 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 309.703 | 0,49 | 22.512 | 11,08 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 183.225 | 40,16 | 13.319 | 54,93 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 20.425 | 15,55 | 1.485 | 27,71 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 61.360 | 50,46 | 4.460 | 66,36 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 104.122 | 2,70 | 7.600 | 15,20 | ||||
2025-07-28 | 13F | Brown Financial Advisory | 1.029.929 | 6,89 | 74.866 | 18,16 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 60.279 | 14,92 | 4.382 | 27,21 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 11.633 | 113,06 | 846 | 135,38 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 506.104 | 9,46 | 36.789 | 21,00 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 175.705 | 23,05 | 12.772 | 36,01 | ||||
2025-07-10 | 13F | SK Wealth Management, LLC | 30.688 | 17,22 | 2.253 | 42,35 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 687.773 | 7.168,79 | 9 | -98,55 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 2.352 | 171 | ||||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 369.916 | 16,36 | 26.889 | 28,62 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 5.467 | 18,90 | 397 | 31,46 | ||||
2025-07-23 | 13F | Somerville Kurt F | 3.000 | 218 | ||||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 5.735 | 13,21 | 417 | 24,92 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 3.167 | 230 | ||||||
2025-08-08 | 13F | Geode Capital Management, Llc | 10.330 | 10,58 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 141.702 | 3,85 | 10.300 | 14,80 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 6.087 | 442 | ||||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 12.267 | 4,46 | 919 | 23,85 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 5.022 | 338 | ||||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 300 | 22 | ||||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 94.828 | 4,04 | 6.893 | 15,02 | ||||
2025-07-22 | NP | Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 2 ETF | 87.400 | 25,21 | 6.059 | 24,21 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 149.342 | 4,89 | 10.856 | 15,95 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 147.215 | 0,58 | 10.701 | 11,18 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 583.010 | 11,96 | 42.379 | 23,76 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 118.328 | 13,61 | 8.601 | 25,58 | ||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 49.191 | 27,60 | 3.576 | 41,03 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 3.183 | 231 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12.287 | 20,12 | 893 | 32,89 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 11.846 | 14,58 | 861 | 26,80 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 108.578 | 10,69 | 7.893 | 22,36 | ||||
2025-08-07 | 13F | Midwest Trust Co | 72.873 | 5.297 | ||||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 163.075 | 1,27 | 11.854 | 11,49 | ||||
2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 46.566 | 3.385 | ||||||
2025-07-16 | 13F | GenWealth Group, Inc. | 171.512 | 1,74 | 12.467 | 12,47 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 107.236 | 9,15 | 7.791 | 19,46 | ||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 33.623 | 1,72 | 2.444 | 12,47 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10.257 | 14,54 | 746 | 26,70 | ||||
2025-08-15 | 13F | Brown Financial Advisors | 199.417 | 1,52 | 14.496 | 12,22 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 29.017 | 72,51 | 2.123 | 104,63 | ||||
2025-08-13 | 13F | West Wealth Group, LLC | 330.847 | 8,77 | 24.628 | 22,70 | ||||
2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 117.794 | 3,45 | 8.562 | 14,36 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 236.761 | 3,71 | 17.210 | 14,64 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 14.473 | 243,04 | 1.052 | 279,78 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 11.637 | 846 | ||||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 159.189 | 5,25 | 11.571 | 16,35 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 174.230 | 12.665 | ||||||
2025-08-14 | 13F | Cibc World Markets Corp | 20.493 | 0,31 | 1.490 | 10,87 | ||||
2025-07-18 | 13F | Access Financial Services, Inc. | 24.372 | 1,67 | 1.772 | 12,37 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 94.513 | 902,37 | 6.870 | 1.008,06 | ||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 38.231 | 13,36 | 2.779 | 25,35 | ||||
2025-08-11 | 13F | Westover Capital Advisors, LLC | 35.931 | 0,39 | 2.612 | 10,96 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 206.635 | 3,83 | 15.020 | 14,77 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 3.262 | 75,66 | 237 | 94,26 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 305.860 | 2,63 | 22.233 | 13,45 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 27.928 | 0,03 | 1.837 | -4,57 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4.991.489 | 0,27 | 362.831 | 10,84 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 6.401 | 14,36 | 0 | |||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 17.034 | 31,13 | 1.238 | 44,96 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 126.092 | 1,13 | 9.166 | 11,80 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 143.269 | 15,45 | 10.414 | 27,62 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 6.433.969 | 43,37 | 467.685 | 58,48 | ||||
2025-05-19 | 13F | Smith Asset Management Co., LLC | 5.214 | 13,92 | 343 | 8,57 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 169 | 22,46 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 376.949 | 1.002,38 | 27.400 | 1.118,86 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 586.234 | 18,65 | 42.613 | 31,15 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 28.132 | 4,15 | 2.045 | 15,09 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 4.666 | 3,30 | 339 | 14,14 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 197.706 | 10,07 | 14.371 | 16,06 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 5.530 | 54,60 | 402 | 70,64 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 46.341 | 53,70 | 3.369 | 69,93 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 47.809 | 7,66 | 3.475 | 19,01 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 10.794 | 0,05 | 785 | 10,58 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 40.950 | 20,68 | 2.977 | 33,39 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 160.344 | 274,36 | 11.655 | 313,88 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4.299.447 | 14,25 | 312.527 | 26,29 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 6.412 | 464 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 95.030 | 44,79 | 6.908 | 60,03 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 11.794 | 857 | ||||||
2025-08-07 | 13F | Brio Consultants, LLC | 13.574 | 35,08 | 987 | 49,39 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 167.005 | 19,44 | 12.140 | 25,94 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 6.651 | 503 | ||||||
2025-04-29 | 13F | Hm Payson & Co | 448.873 | 15,26 | 29.518 | 9,94 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 16.556 | 3,85 | 1.203 | 14,79 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 4.675 | 9,10 | 340 | 20,64 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 4.671.668 | 1,60 | 339.573 | 12,53 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 2.896 | 211 | ||||||
2025-08-14 | 13F | Aldebaran Financial Inc. | 44.960 | 2,04 | 3.268 | 12,81 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 400.023 | 8,16 | 29.078 | 19,56 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 343.984 | 0,14 | 25.004 | 10,69 | ||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 5.249 | 2.008,03 | 382 | 2.281,25 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 114.923 | 58,24 | 8.354 | 74,93 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 108.869 | 4,98 | 7.914 | 16,04 | ||||
2025-08-12 | 13F | Summit Global Investments | 10.954 | 11,01 | 1 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4.799 | 180,48 | 349 | 210,71 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 1.650 | 1,41 | 0 | |||||
2025-08-11 | 13F | PAX Financial Group, LLC | 6.725 | 2,31 | 489 | 12,96 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 13.194 | 959 | ||||||
2025-07-11 | 13F | Global X Japan Co., Ltd. | 9.265 | 673 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 224.363 | 87,12 | 16.309 | 106,85 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 307.793 | 2,02 | 22.373 | 12,77 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 22.145 | 1,26 | 1.610 | 11,89 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 303.879 | 22.089 | ||||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 7.187 | 4,66 | 522 | 15,74 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 913.360 | 58,74 | 66.392 | 75,47 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 60.196 | 6,21 | 4.376 | 17,39 | ||||
2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 141.190 | 2,00 | 10.263 | 12,76 | ||||
2025-07-11 | 13F | Busey Wealth Management | 2.805 | 204 | ||||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 1.544 | 21,77 | 112 | 34,94 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 19.997 | 11,26 | 1.454 | 23,03 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6.018 | 16,65 | 437 | 28,91 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 15.000 | 1.090 | ||||||
2025-08-15 | 13F | High Falls Advisors, Inc | 5.063 | 18,05 | 368 | 30,50 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 5.412 | 1,03 | 393 | 11,65 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 485.491 | 0,88 | 35.290 | 11,52 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 177.853 | 3,23 | 12.928 | 14,10 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1.265.046 | 4,57 | 91.956 | 15,59 | ||||
2025-08-12 | 13F | Zacks Investment Management | 4.146 | 301 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 103.321 | 1,11 | 7.510 | 11,77 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 9.014 | 112,64 | 655 | 135,61 | ||||
2025-08-14 | 13F | Mendel Capital Management LLC | 3.600 | 0,17 | 262 | 10,59 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 349.028 | 12,76 | 25.371 | 24,64 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 4.701 | 1,78 | 342 | 12,54 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 4.733 | 21,83 | 344 | 34,90 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 989 | 83,49 | 72 | 102,86 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 8.181 | 2,03 | 595 | 12,71 | ||||
2025-08-13 | 13F | Leslie Global Wealth, LLC | 419.871 | 11,98 | 30.520 | 23,78 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 366.552 | 26.645 | ||||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 717 | 57,58 | 52 | 79,31 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 13.228 | 4,05 | 962 | 14,95 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 177.799 | 6,85 | 12.924 | 18,11 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 25.534 | 21,00 | 1.856 | 33,81 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 21.468 | 507,47 | 1.561 | 572,41 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 669 | 36,53 | 49 | 50,00 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 18.209 | 0,49 | 1.247 | -0,24 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 12.374 | 0,45 | 899 | 10,99 | ||||
2025-07-17 | 13F | Presper Financial Architects, LLC | 7.707 | 1 | ||||||
2025-08-11 | 13F | Platform Technology Partners | 12.437 | 2,58 | 904 | 13,43 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 106.217 | 29,78 | 7.721 | 43,47 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 167.862 | 20,91 | 12.202 | 33,65 | ||||
2025-08-13 | 13F | New Harbor Financial Group, LLC | 5.057 | 368 | ||||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 11.420 | 84,52 | 830 | 104,43 | ||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 10.654 | 3,71 | 774 | 14,67 | ||||
2025-07-15 | 13F | Maseco Llp | 6 | 0 | ||||||
2025-08-07 | 13F | Private Advisory Group LLC | 5.354 | 389 | ||||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 16.300 | 226,00 | 1.179 | 261,35 | |||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10.605 | 0,23 | 771 | 10,79 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 13.400 | 969 | |||||
2025-08-18 | 13F | Wolverine Trading, Llc | 11.231 | 15,24 | 812 | 27,47 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 4.800 | 349 | ||||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 4.942 | 0,04 | 359 | 10,80 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 4.958 | 0,16 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 115.015 | 4,45 | 8.360 | 15,45 | ||||
2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 179.949 | 22,03 | 13.251 | 51,45 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 813 | 0,62 | 59 | 11,32 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 12.936 | 3,67 | 940 | 14,63 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 2.904 | 211 | ||||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 2.874 | 209 | ||||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 3.106 | 28,51 | 226 | 42,41 | ||||
2025-08-11 | 13F | Citigroup Inc | 65.666 | 738,11 | 4.773 | 826,80 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 43.788 | 51,64 | 3.183 | 67,65 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 10.545 | 0,19 | 767 | 10,69 | ||||
2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 31.531 | 3,57 | 2.292 | 14,44 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 34.384 | 7,77 | 2.499 | 19,11 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 17.851 | 8,81 | 1.298 | 20,32 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 4.404 | 8,34 | 320 | 19,85 | ||||
2025-08-12 | 13F | LPL Financial LLC | 44.732.770 | 6,61 | 3.251.625 | 17,84 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 6.465 | 29,25 | 470 | 42,99 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 3.554.841 | 3,12 | 258.401 | 13,99 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 29.206 | 19,91 | 2.123 | 32,54 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 193.100 | 14.036 | ||||||
2025-07-15 | 13F | North Star Investment Management Corp. | 581 | 0,35 | 42 | 10,53 | ||||
2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 13.141 | 22,23 | 955 | 35,27 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 119.647 | 99,34 | 8.697 | 120,34 | ||||
2025-08-12 | 13F | MAI Capital Management | 30.180 | 1,43 | 2.194 | 12,12 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 7.042 | 1,41 | 512 | 12,06 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 13.502 | 0,28 | 981 | 10,85 | ||||
2025-07-15 | 13F | Perennial Advisors, LLC | 43.408 | 129,88 | 3.155 | 154,23 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 741.078 | 5,45 | 53.869 | 16,56 | ||||
2025-07-29 | 13F | ODonnell Financial Services, LLC | 726.076 | 1,62 | 52.778 | 12,33 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 83.811 | 6 | ||||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 126.303 | 41,10 | 9.181 | 55,96 | ||||
2025-08-07 | 13F | LOM Asset Management Ltd | 8.000 | 1 | ||||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 7 | 1 | ||||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 239.783 | 1,90 | 17.430 | 13,31 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 23.328 | 1.696 | ||||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 106.348 | 6,83 | 7.730 | 18,09 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 92 | 41,54 | 7 | 50,00 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 442.147 | 12,61 | 32.140 | 24,48 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 128.930 | 0,84 | 9.372 | 11,47 | ||||
2025-08-14 | 13F | State Street Corp | 1.614.508 | 2,05 | 117.359 | 12,81 | ||||
2025-05-02 | 13F | Napatree Capital Llc | 78.563 | 128,71 | 5.166 | 118,16 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 5.750 | 17,92 | 418 | 30,31 | ||||
2025-07-11 | 13F | LongView Wealth Management | 10.988 | 15,15 | 799 | 27,27 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 44.644 | 1.131,22 | 3.245 | 1.263,45 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 39.296 | 170,54 | 2.856 | 199,06 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 315.755 | 16,31 | 22.952 | 28,58 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 7.253 | 3,08 | 527 | 21,20 | ||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 128.780 | 1,83 | 9.361 | 12,55 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 371.718 | 7,79 | 27.020 | 19,15 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 175.104 | 24,81 | 13 | 33,33 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 134.831 | 31,36 | 10 | 50,00 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 90.884 | 0,50 | 6.606 | 11,10 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 10.370 | 15,17 | 754 | 27,20 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 514 | 0,19 | 0 | |||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2.404.388 | 174.775 | ||||||
2025-08-06 | 13F | Altrius Capital Management Inc | 10.411 | 0,78 | 757 | 11,34 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 150 | 0,67 | 11 | 11,11 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 326.422 | 2,59 | 23.728 | 13,40 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 23.767 | 143,46 | 1.728 | 169,42 | ||||
2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 1.031.134 | 12,19 | 74.953 | 24,02 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 2.131.460 | 35,65 | 155 | 49,51 | ||||
2025-07-25 | 13F | One Degree Advisors Inc | 119.095 | 3,59 | 9 | 14,29 | ||||
2025-08-11 | 13F | Wbi Investments, Inc. | 3.077 | 224 | ||||||
2025-08-12 | 13F | Archer Investment Corp | 215.602 | 6,46 | 15.672 | 17,68 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 95.382 | 0,41 | 6.933 | 10,98 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 3.632.364 | 6,97 | 264.044 | 18,25 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 501.612 | 184,54 | 36.463 | 214,52 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 176.400 | 12.823 | ||||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 106.969 | 4,88 | 7.776 | 15,94 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 60.828 | 6,20 | 4.422 | 17,39 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 4.312.251 | 7,18 | 313.458 | 18,48 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 1.593.630 | 23,87 | 115.841 | 36,93 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 318.691 | 12,79 | 23.166 | 24,68 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 307.324 | 566,13 | 22.340 | 636,53 |