Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard International Equity Index Funds - Vanguard Total World Stock ETF, omfatter TLT Family Holdco ULC, Laurel Wealth Advisors LLC, Glenmede Investment Management, LP, Lanham O'Dell & Company, Inc., Legal & General Group Plc, Kingstone Capital Partners Texas, LLC, Alta Advisers Ltd, Ridgepath Capital Management LLC, Arkadios Wealth Advisors, Readystate Asset Management Lp, MSTGX - Morningstar Global Income Fund, RMB Capital Management, LLC, Midwestern Financial, LLC /IA, Comprehensive Wealth Management, LLC, CBM Financial, LLC, Fort Point Capital Partners LLC, Permanent Capital Management, LP, Silver Coast Investments LLC, Sellwood Investment Partners LLC, og Silverlake Wealth Management 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Angeles Wealth Management, Llc | 1.324.258 | 2,95 | 170.194 | 14,11 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8.529 | 1,69 | 1.096 | 20,04 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12.817 | 4,12 | 1.647 | 15,09 | ||||
2025-08-14 | 13F | London & Capital Asset Management Ltd | 26.074 | 9,14 | 3.351 | 20,97 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
2025-07-15 | 13F | Harrell Investment Partners, Llc | 1.674 | 215 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 678.082 | 2,66 | 87.147 | 13,79 | ||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 86.038 | 3,84 | 11 | 22,22 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 13.148 | 3,12 | 2 | 0,00 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 28.934 | 25,75 | 3.719 | 39,36 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 3.312 | 37,83 | 426 | 52,88 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 250 | 32 | ||||||
2025-08-01 | 13F | Clark Asset Management, LLC | 3.086 | 3,91 | 397 | 15,12 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10.600 | 27,94 | 1.362 | 41,88 | ||||
2025-07-22 | 13F | Sage Investment Counsel LLC | 10.355 | 1,65 | 1.331 | 12,62 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 14.030 | 0,47 | 1.803 | 11,37 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 18.874 | 21,08 | 2.426 | 34,20 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 819 | 0,12 | 105 | 11,70 | ||||
2025-07-25 | 13F | Cwm, Llc | 31.031 | 0,17 | 4 | 0,00 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 496 | 1,85 | 64 | 12,50 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.521 | 23,96 | 195 | 37,32 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 426 | 55 | ||||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 23.393 | 0,21 | 3.006 | 11,09 | ||||
2025-08-14 | 13F | Brandywine Trust Co | 2.251.911 | 5,03 | 289.416 | 16,41 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 6.518 | 0,28 | 838 | 11,16 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3.228 | 23,87 | 415 | 37,09 | ||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 16.136 | 1,23 | 2.074 | 12,18 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 42.939 | 7,38 | 5.519 | 19,03 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 694.534 | 12,40 | 89.261 | 24,58 | ||||
2025-07-31 | 13F | AF Advisors, Inc. | 1.681 | 216 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 771.674 | 6,56 | 99.176 | 18,11 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5.925 | 16,47 | 761 | 29,20 | ||||
2025-07-29 | 13F | Lesa Sroufe & Co | 3.125 | 0 | ||||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 12.868 | 0,43 | 1.654 | 11,31 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 17.243 | 1,79 | 2.216 | 12,83 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 5.706 | 71,25 | 1 | |||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 845 | 189,38 | 109 | 227,27 | ||||
2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 5.554.414 | 15,96 | 714.057 | 28,57 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 102.303 | 0,34 | 13.148 | 11,22 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 110 | 10.900,00 | 14 | 16,67 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 5.922 | 11,53 | 761 | 23,74 | ||||
2025-07-10 | 13F | Triangle Securities Wealth Management | 12.389 | 1,28 | 1.592 | 12,27 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 26.223 | 145,83 | 3.370 | 172,65 | ||||
2025-07-23 | 13F | WestEnd Advisors, LLC | 202 | 51,88 | 26 | 66,67 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5.510 | 9,15 | 708 | 21,03 | ||||
2025-08-07 | 13F | Allworth Financial LP | 6.062 | 40,62 | 779 | 57,06 | ||||
2025-08-06 | 13F | Marco Investment Management Llc | 1.718 | 221 | ||||||
2025-08-01 | 13F | Redmond Asset Management, LLC | 13.384 | 2,35 | 1.720 | 13,46 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | Put | 2.000 | 257 | |||||
2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 61.200 | 7.865 | ||||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12.935 | 79,65 | 1.662 | 99,28 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 3.298 | 424 | ||||||
2025-07-29 | 13F | Manchester Financial Inc | 34.888 | 3,83 | 4.484 | 15,07 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 41.344 | 9,89 | 5.360 | 28,23 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 5.075 | 1,00 | 652 | 12,03 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 42.700 | 14,78 | 5.488 | 27,22 | |||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 351 | 45 | ||||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 1.620 | 208 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 6.151 | 3,67 | 791 | 14,99 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 98.736 | 10 | ||||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5.077 | 25,05 | 652 | 38,14 | ||||
2025-08-01 | 13F | Purkiss Capital Advisors LLC | 1.693 | 218 | ||||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 5.120 | 14,06 | 658 | 26,35 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2.630 | 0,46 | 338 | 11,55 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 14.723 | 4,49 | 2 | 0,00 | ||||
2025-08-13 | 13F | Northern Trust Corp | 2.617.971 | 1,89 | 336.462 | 12,94 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 19.630 | 2.523 | ||||||
2025-07-16 | 13F | Five Oceans Advisors | 5.080 | 0,79 | 653 | 11,64 | ||||
2025-08-13 | 13F | Virtus ETF Advisers LLC | 26 | 3 | ||||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 12 | 1.100,00 | 2 | |||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 127.138 | 4,73 | 16.340 | 16,09 | ||||
2025-08-15 | 13F | Keel Point, LLC | 8.642 | 0,33 | 1.111 | 11,22 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3.573 | 0,51 | 459 | 11,41 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 182.134 | 14,71 | 23.424 | 27,24 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 2.041 | 0,10 | 262 | 11,02 | ||||
2025-08-08 | 13F | Bailard, Inc. | 4.380 | 6,31 | 563 | 17,82 | ||||
2025-07-30 | 13F | Advantage Trust Co | 327 | 42 | ||||||
2025-07-09 | 13F | Fermata Advisors, LLC | 6.439 | 3,24 | 827 | 14,38 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1.338.338 | 3,69 | 172.003 | 14,94 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 1.566 | 201 | ||||||
2025-07-31 | 13F | Manuka Financial, LLC | 10.266 | 5,99 | 1.319 | 17,45 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 17.211 | 4,17 | 2.212 | 15,46 | ||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 10.314 | 0,03 | 1.326 | 10,88 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 2.145 | 5,35 | 276 | 16,53 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 55.681 | 2,58 | 7.156 | 13,71 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 65.600 | 266,48 | 8.431 | 306,27 | |||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 4.700 | 604 | |||||
2025-07-14 | 13F | Sowell Financial Services LLC | 17.558 | 1,47 | 2.257 | 12,46 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 229 | 29 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 45.232 | 7,49 | 6 | 25,00 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 10.819 | 1.390 | ||||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 136.126 | 0,32 | 17.495 | 11,19 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4.586 | 0,46 | 589 | 11,34 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 3.674 | 26,56 | 472 | 40,48 | ||||
2025-08-06 | 13F | Shade Tree Advisors LLC | 12.505 | 0,10 | 1.607 | 10,98 | ||||
2025-08-08 | 13F | Creative Planning | 333.001 | 9,50 | 42.797 | 21,37 | ||||
2025-08-04 | 13F | Balentine LLC | 17.860 | 1,99 | 2.295 | 13,05 | ||||
2025-07-16 | 13F/A | CX Institutional | 16.655 | 0,01 | 2 | 100,00 | ||||
2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 3.544 | 0,17 | 455 | 10,98 | ||||
2025-08-05 | 13F | South Dakota Investment Council | 115.591 | 453,31 | 15 | 600,00 | ||||
2025-08-04 | 13F | Lockheed Martin Investment Management Co | 1.595.000 | 211,95 | 204.989 | 245,77 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 9.739 | 0,51 | 1.252 | 11,40 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 61.214 | 8,40 | 7.867 | 20,16 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 440.300 | 8,68 | 56.587 | 20,46 | ||||
2025-07-31 | 13F | Red Wave Investments LLC | 122.316 | 0,86 | 15.720 | 11,80 | ||||
2025-08-14 | 13F | Tudor Financial Inc. | 9.880 | 7,27 | 1.270 | 18,93 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2.594 | 38,94 | 333 | 54,17 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 1.846 | 0,44 | 237 | 11,27 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4.007 | 0,48 | 515 | 11,26 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 731 | 5,79 | 94 | 16,25 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 16.049 | 3,65 | 2.063 | 14,87 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 25.033 | 3,70 | 3.223 | 14,33 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 12.410 | 2,35 | 1.595 | 13,45 | ||||
2025-08-13 | 13F | CLARET ASSET MANAGEMENT Corp | 2.855 | 1,42 | 0 | |||||
2025-07-22 | 13F | SOL Capital Management CO | 1.565 | 0 | ||||||
2025-08-11 | 13F | Beaumont Capital Management, LLC | 4.076 | 524 | ||||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 3.374 | 434 | ||||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 738 | 0,14 | 95 | 10,59 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 64.220 | 218,71 | 8.254 | 253,30 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 45.063 | 2,96 | 5.792 | 14,13 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 60.304 | 9,58 | 7.750 | 21,45 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 13.212 | 71,52 | 1.698 | 90,15 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 2.822 | 0 | ||||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 70.870 | 5,88 | 9.108 | 17,37 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 11.268 | 1.448 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 213.298 | 14,69 | 27 | 28,57 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 6.429 | 2,02 | 826 | 13,15 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6.212 | 26,75 | 798 | 40,49 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2.418 | 2,20 | 311 | 13,14 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 905 | 182,81 | 116 | 213,51 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 37 | 3.600,00 | 5 | |||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 3.149 | 0,03 | 405 | 10,68 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 277 | 0,36 | 36 | 9,38 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 151.772 | 18,39 | 19.506 | 31,22 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 91.983 | 9,91 | 11.822 | 21,82 | ||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 122.314 | 0,29 | 15.720 | 11,16 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 2.361 | 3,51 | 303 | 14,77 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2.904 | 1,68 | 373 | 12,69 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 4.262 | 0,24 | 548 | 10,95 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 1.764 | 227 | ||||||
2025-07-11 | 13F | Lincoln Capital LLC | 2.885 | 7,17 | 371 | 22,92 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 116.710 | 15.000 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 46.944 | 8,46 | 6.033 | 20,23 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 46.503 | 5,94 | 5.977 | 17,43 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 5.026 | 44,09 | 646 | 59,65 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 15.881 | 3,78 | 2.041 | 14,99 | ||||
2025-08-14 | 13F | TrueWealth Financial Partners | 4.562 | 12,98 | 586 | 25,21 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 86.156 | 9,35 | 11.073 | 21,20 | ||||
2025-08-15 | 13F | Orcam Financial Group | 91.097 | 1,25 | 11.708 | 12,22 | ||||
2025-07-15 | 13F | Optima Capital Llc | 3.724 | 0,68 | 479 | 11,68 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1.212.732 | 115,30 | 155.861 | 138,65 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 21.156 | 2.719 | ||||||
2025-07-23 | 13F | Values Added Financial LLC | 2.423 | 0,04 | 311 | 11,07 | ||||
2025-07-16 | 13F | Embree Financial Group | 2.491 | 0,28 | 320 | 11,11 | ||||
2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 3.370 | 433 | ||||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 46.990 | 1,72 | 6.039 | 12,75 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2.123 | 0,14 | 0 | |||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 23.044 | 8,33 | 2.962 | 20,07 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 511 | 3,44 | 66 | 14,04 | ||||
2025-08-15 | 13F | Morgan Stanley | 4.989.108 | 6,85 | 641.200 | 18,43 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 254.767 | 14,81 | 32.743 | 27,26 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 2.964 | 0,03 | 381 | 10,79 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 437 | 56 | ||||||
2025-07-29 | 13F | TFC Financial Management | 592 | 0,51 | 76 | 11,76 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 1.166 | 0,09 | 150 | 10,37 | ||||
2025-08-14 | 13F | Lighthouse Investment Partners, LLC | 108.330 | 28,46 | 13.923 | 42,38 | ||||
2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 222.800 | 268,75 | 28.634 | 308,77 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 5.525 | 10,30 | 710 | 22,41 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 470.652 | 1,40 | 60.488 | 12,40 | ||||
2025-07-24 | 13F | Moseley Investment Management Inc | 6.671 | 6,74 | 857 | 18,37 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 676.985 | 8,98 | 86.992 | 20,78 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 62.141 | 3,77 | 7.986 | 15,02 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 4.388 | 0,11 | 564 | 10,83 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 2.874 | 21,93 | 369 | 35,16 | ||||
2025-08-14 | 13F | Driehaus Capital Management Llc | 2.636 | 10,76 | 339 | 22,91 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1.928 | 0,16 | 248 | 10,76 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 8.190 | 12,70 | 1.053 | 23,33 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 86.870 | 1,20 | 11.165 | 12,17 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 211.267 | 37,97 | 27.152 | 53,11 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 49.597 | 1,14 | 6.374 | 12,10 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 19.030 | 1,89 | 2.446 | 12,93 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 497 | 38,83 | 64 | 53,66 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2.179 | 0,05 | 280 | 11,11 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 210.792 | 6,37 | 27 | 22,73 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 6.000 | 0,02 | 771 | 10,94 | ||||
2025-07-15 | 13F | Permanent Capital Management, LP | 14.345 | 1.844 | ||||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 4.883 | 0,10 | 628 | 10,97 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 8.272 | 0,46 | 1.063 | 11,43 | ||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 91.428 | 0,30 | 11.750 | 11,17 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 658 | 4,78 | 85 | 16,67 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 50.652 | 72,87 | 6.510 | 91,61 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 9.500 | 82,69 | 1.216 | 101,99 | |||
2025-07-29 | 13F | Aspiriant, Llc | 5.069 | 1,00 | 651 | 12,05 | ||||
2025-07-22 | 13F | Strid Group, LLC | 1.675 | 215 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25.514 | 14,20 | 3.279 | 26,60 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 27.940 | 3,13 | 3.591 | 14,29 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 104.619 | 0,08 | 13.446 | 10,92 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | 6.132 | 152,76 | 788 | 180,43 | ||||
2025-08-14 | 13F | Fmr Llc | 92.439 | 20,80 | 11.880 | 33,89 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 2.769.081 | 4,34 | 355.895 | 15,66 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 94.881 | 5,01 | 12.145 | 16,04 | ||||
2025-08-14 | 13F | First Manhattan Co | 4.871 | 0,58 | 626 | 11,59 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 12.894 | 1.657 | ||||||
2025-07-09 | 13F | Westmount Partners, LLC | 51.999 | 6,45 | 6.683 | 17,99 | ||||
2025-07-24 | 13F | Trevian Wealth Management LLC | 8.529 | 0,01 | 1 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 1.543 | 198 | ||||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 458 | 298,26 | 59 | 346,15 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 7.166 | 10,93 | 921 | 22,83 | ||||
2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 11.013 | 96,77 | 1.415 | 118,36 | ||||
2025-07-28 | 13F | Allianz Asset Management GmbH | 879.620 | 76,75 | 113.049 | 95,92 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 195.441 | 8,16 | 25.118 | 19,89 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 145.219 | 6,37 | 18.663 | 17,90 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1.812 | 210 | ||||||
2025-07-29 | 13F | Unison Advisors LLC | 8.334 | 0,18 | 1.071 | 11,10 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 22.314 | 16,06 | 2.868 | 28,62 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 4.439 | 570 | ||||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 7.586 | 6,72 | 975 | 18,33 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 6.297 | 16,96 | 809 | 28,01 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 1.764 | 4,69 | 229 | 14,50 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 641 | 457,39 | 82 | 530,77 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3.570 | 5,90 | 459 | 17,44 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 3.239 | 13,61 | 416 | 26,06 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 37.365 | 0,86 | 4.802 | 11,80 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 551 | 0,55 | 71 | 11,11 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 1.864 | 240 | ||||||
2025-08-11 | 13F | Addison Capital Co | 40.890 | 11,32 | 5.255 | 23,39 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 7.833 | 5,54 | 1.007 | 16,98 | ||||
2025-04-10 | 13F | Bremer Bank National Association | 3.346 | 388 | ||||||
2025-08-13 | 13F | Schroder Investment Management Group | 3.688.285 | 67,00 | 474.018 | 85,31 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 1.749 | 225 | ||||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 176.001 | 12,40 | 22.620 | 24,59 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 18.091 | 22.513,75 | 2.325 | 25.733,33 | ||||
2025-06-26 | NP | HF - DGA Absolute Return ETF | 16.412 | 19,88 | 1.914 | 15,45 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 11.055 | 2,68 | 1.421 | 13,78 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 1.275 | 0,24 | 164 | 10,88 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 3.926 | 1,60 | 505 | 12,50 | ||||
2025-08-11 | 13F | Sierra Capital LLC | 7.378 | 0,48 | 1 | |||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 82.652 | 533,54 | 10.622 | 602,51 | ||||
2025-08-14 | 13F | Empire Life Investments Inc. | 8.573 | 34,16 | 1.102 | 48,78 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 24.266 | 0,71 | 3.119 | 11,64 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 2.364 | 0,04 | 304 | 10,58 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.397 | 6,72 | 308 | 18,46 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 3.346 | 430 | ||||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19.821 | 6,14 | 2.547 | 17,64 | ||||
2025-08-14 | 13F | Chilton Investment Co Llc | 2.954 | 380 | ||||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 6.295 | 3,79 | 809 | 15,08 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 6.563 | 6,06 | 843 | 17,57 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 9.009 | 1,48 | 1.158 | 12,44 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 1.110 | -51,80 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 198.008 | 36,47 | 25.346 | 50,82 | ||||
2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | Short | -3.486 | -30,45 | -448 | -22,89 | |||
2025-08-14 | 13F | Karpus Management, Inc. | 2.015 | 259 | ||||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 1.685 | 217 | ||||||
2025-07-25 | 13F | We Are One Seven, LLC | 8.914 | 8,32 | 1.146 | 20,02 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 39.823 | 204,13 | 5.132 | 252,71 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 11.363 | 0,21 | 1.460 | 11,11 | ||||
2025-08-12 | 13F | LPL Financial LLC | 982.296 | 3,71 | 126.245 | 14,95 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 180.348 | 41,41 | 23.179 | 56,75 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 38.695 | 11,75 | 4.977 | 28,35 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 9.430 | 0,45 | 1.212 | 11,31 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 43.377 | 23,69 | 5.030 | 22,09 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3.520 | 0,86 | 452 | 11,88 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 3.765 | 0,03 | 484 | 10,78 | ||||
2025-07-18 | 13F | Columbia Asset Management | 2.140 | 7,27 | 275 | 19,05 | ||||
2025-08-14 | 13F | Colony Group, LLC | 225.683 | 20,00 | 29.005 | 33,00 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 9.196 | 1,88 | 1.182 | 12,91 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 12.399 | 5,69 | 1.594 | 17,13 | ||||
2025-07-29 | 13F | Creekside Partners | 14.154 | 0,01 | 1.819 | 10,85 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 1.559 | 0 | ||||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 44.785 | 1,95 | 5.756 | 13,00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 300.584 | 13,51 | 38.631 | 25,81 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 18.877 | 1,84 | 2.426 | 12,84 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 50.206 | 0,18 | 6.452 | 11,03 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 144.683 | 7,19 | 18.595 | 18,81 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3.229 | 29,16 | 415 | 43,25 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 1.991 | 256 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 21.957 | 16,70 | 2.822 | 29,39 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 140.092 | 18.005 | ||||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3.453 | 1,71 | 444 | 12,72 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 4.132 | 0,02 | 531 | 10,86 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 517.714 | 3,44 | 66.537 | 14,65 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1.790 | 88,42 | 230 | 109,09 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 32.336 | 0,09 | 4.156 | 10,95 | ||||
2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 139.617 | 17.944 | ||||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 14.736 | 0,90 | 1.911 | 16,53 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 1.622.119 | 29,06 | 208.475 | 43,05 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1.104.270 | 12,72 | 141.921 | 24,94 | ||||
2025-08-13 | 13F | Okabena Investment Services Inc | 99.750 | 1,35 | 12.820 | 12,34 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 142 | 18 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 8.281 | 50,51 | 1.064 | 67,03 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 54.283 | 1,39 | 6.976 | 12,37 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 12.197 | 1.568 | ||||||
2025-08-28 | 13F | Prospera Capital Management, LLC | 2.816 | 362 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 2.149.522 | 4,86 | 276.256 | 16,23 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1.389 | 5,15 | 38 | 18,75 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 319 | 10,80 | ||||||
2025-08-13 | 13F | Nyl Investors Llc | 86.734 | 3,87 | 11.147 | 15,14 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 3.554 | 2,16 | 457 | 13,15 | ||||
2025-07-22 | 13F | Bank Hapoalim Bm | 18.473 | 14,84 | 2 | 100,00 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 186 | 7,51 | 24 | 15,00 | ||||
2025-07-25 | 13F | BCR Wealth Strategies, LLC | 3.638 | 5,48 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 32.163 | 3,08 | 4.134 | 14,23 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 3.005 | 2,56 | 348 | 1,16 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 215.884 | 0,15 | 27.745 | 11,01 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 3.649 | 18,63 | 469 | 31,46 | ||||
2025-08-05 | 13F | Huntington National Bank | 606 | 1,68 | ||||||
2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 3.102 | 399 | ||||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 210.387 | 7,48 | 27.039 | 17,58 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 1.340 | 10,65 | 172 | 22,86 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2.585 | 1,06 | 332 | 12,16 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 11.207 | 9,60 | 1.440 | 21,52 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 823 | 0,61 | 106 | 11,70 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 2.637 | 3,94 | 339 | 14,97 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 157.887 | 3,37 | 20.292 | 14,57 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 186 | 0,54 | 24 | 9,52 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 41.321 | 3,29 | 5.311 | 14,49 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 15.386 | 2,77 | 1.977 | 13,88 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 18.346 | 23,99 | 2.358 | 37,43 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 1.400 | 0,79 | 180 | 11,88 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 42.699 | 4,96 | 5.488 | 16,32 | ||||
2025-08-07 | 13F | Readystate Asset Management Lp | 25.783 | 3.314 | ||||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 9.260 | 17,10 | 1.190 | 29,91 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 8.481 | 57,00 | 1.090 | 73,96 | ||||
2025-08-14 | 13F | 10Elms LLP | 195 | 29,14 | 25 | 47,06 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 2.281 | 293 | ||||||
2025-07-08 | 13F | Parallel Advisors, LLC | 34.834 | 3,23 | 4.477 | 14,42 | ||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 9.037 | 4,55 | 1.161 | 15,87 | ||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 4.310 | 7,21 | 1 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 39.735 | 11,28 | 5.107 | 23,33 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 25.986 | 3,66 | 3.340 | 14,90 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 45.901 | 29,21 | 5.943 | 43,67 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 1.737 | 223 | ||||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 32.460 | 10,55 | 4.172 | 22,53 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 46.929 | 10,28 | 6.031 | 22,23 | ||||
2025-07-21 | 13F | Successful Portfolios LLC | 8.284 | 0,49 | 1.065 | 11,41 | ||||
2025-08-14 | 13F | Seldon Capital Lp | 213.135 | 182,12 | 27.392 | 212,73 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 2.522 | 9,04 | 324 | 20,90 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 7.430 | 955 | ||||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 10.346 | 1.330 | ||||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 6.690 | 6,87 | 860 | 18,48 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 109.124 | 19,67 | 14.025 | 32,65 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 366.282 | 3 | ||||||
2025-08-15 | 13F | Lgl Partners, Llc | 4.112 | 0,46 | 539 | 13,50 | ||||
2025-07-16 | 13F | Flower City Capital | 3.791 | 2,29 | 487 | 13,52 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 2.829 | 1,00 | 364 | 12,04 | ||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 10.187 | 1,09 | 1.309 | 12,07 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 18.366 | 4,69 | 2.360 | 16,03 | ||||
2025-07-09 | 13F | Sarasin & Partners LLP | 29.947 | 27,97 | 3.849 | 41,84 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 2.904 | 373 | ||||||
2025-07-31 | 13F | Brighton Jones Llc | 289.399 | 5,05 | 37.194 | 16,44 | ||||
2025-08-08 | 13F | Breed's Hill Capital LLC | 13.979 | 0,04 | 1.797 | 10,86 | ||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 1.805 | 0,22 | 232 | 11,06 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 6.242 | 225,10 | 802 | 261,26 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2.597 | 43,32 | 334 | 58,57 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 442.004 | 3,05 | 57 | 14,29 | ||||
2025-08-13 | 13F | Global Endowment Management, LP | 302.086 | 1,00 | 38.824 | 11,95 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 71.594 | 22,58 | 9.201 | 35,89 | ||||
2025-08-01 | 13F | First Pacific Advisors, LP | 16.777 | 3,25 | 2.156 | 14,44 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 5.805 | 0,03 | 746 | 11,01 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 7.584 | 0,07 | 975 | 10,93 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9.331 | 1.199 | ||||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 40 | 5 | ||||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 21.074 | 0,00 | 2.443 | -1,29 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 729 | 10,45 | 94 | 22,37 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 1.965 | 253 | ||||||
2025-08-12 | 13F | Howe & Rusling Inc | 485 | 40,58 | 62 | 55,00 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 3.545 | 456 | ||||||
2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 2.780 | 0,47 | 357 | 11,56 | ||||
2025-08-14 | 13F | DC Investments Management, LLC | 667.054 | 84,32 | 85.730 | 104,30 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.402.173 | 5,90 | 308.727 | 17,38 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 29.721 | 1,40 | 3.820 | 12,03 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 11.040 | 6,53 | 1.419 | 18,07 | ||||
2025-08-07 | 13F | Midwest Trust Co | 8.234 | 1.058 | ||||||
2025-08-08 | 13F | Glassman Wealth Services | 365 | 15,51 | 47 | 27,78 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 80.183 | 0,87 | 10.305 | 11,80 | ||||
2025-07-11 | 13F | Diversified Trust Co | 42.919 | 13,37 | 5.516 | 25,66 | ||||
2025-08-07 | 13F | Weil Company, Inc. | 174.526 | 121,24 | 22.430 | 145,24 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 254.422 | 852,53 | 32.698 | 955,80 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 14.542 | 10,44 | 1.869 | 22,41 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 855 | 19,58 | 110 | 32,93 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 41.940 | 24,89 | 5.390 | 38,45 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 17.830 | 95,10 | 2.292 | 116,34 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 28.548 | 8,10 | 3.669 | 19,79 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 31.974 | 4.109 | ||||||
2025-08-14 | 13F | CIBC World Markets Inc. | 37.902 | 8,72 | 4.871 | 20,51 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 67.769 | 14,90 | 8.796 | 28,62 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 160.175 | 1,47 | 20.586 | 12,47 | ||||
2025-08-14 | 13F | Tandem Financial, LLC | 1.575 | 202 | ||||||
2025-08-14 | 13F | Investment House Llc | 8.369 | 1.076 | ||||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 60.216 | 1,74 | 7.739 | 12,78 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 43 | 168,75 | 6 | 400,00 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 17.300 | 2.223 | ||||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 4.351 | 0,23 | 559 | 11,13 | ||||
2025-07-15 | 13F | Attessa Capital LLC | 4.982 | 76,17 | 640 | 95,72 | ||||
2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 3.713 | 43,53 | 477 | 59,53 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 4.119 | 0,46 | 529 | 11,37 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 523.807 | 9,64 | 67.320 | 21,52 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 5.187 | 0,43 | 667 | 11,37 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 10.540 | 0,01 | 1.355 | 10,89 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 15.603 | 0,06 | 2 | 100,00 | ||||
2025-07-16 | 13F | Plancorp, LLC | 5.337 | 686 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F | Rexford Capital Inc | 108 | 14 | ||||||
2025-08-08 | 13F | TD Capital Management LLC | 1.111 | 0,45 | 143 | 10,94 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 120 | 0,84 | 15 | 15,38 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 138.266 | 35,32 | 17.770 | 49,99 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 46.521 | 0,20 | 5.979 | 11,05 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3.933 | 0,41 | 505 | 11,23 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 173 | 0,58 | 22 | 15,79 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 8.306 | 122,03 | 968 | 120,50 | ||||
2025-08-12 | 13F | Barings Llc | 789.847 | 285,36 | 101.511 | 327,14 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 184.728 | 2,14 | 23.741 | 13,22 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 21.980 | 2.825 | ||||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 1 | 0 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 4.745 | 218,67 | 610 | 254,07 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 32.084 | 32,95 | 4.123 | 47,36 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 2.359 | 0,04 | 303 | 10,99 | ||||
2025-08-07 | 13F | Mayport, Llc | 4.545 | 0,15 | 584 | 11,03 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 8.297 | 3,76 | 1.066 | 14,99 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 2.656 | 3,07 | 341 | 14,43 | ||||
2025-08-07 | 13F | Resolute Advisors LLC | 3.503 | 0,49 | 450 | 11,39 | ||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 1.873 | 243 | ||||||
2025-06-26 | NP | MSTGX - Morningstar Global Income Fund | 25.051 | 2.921 | ||||||
2025-08-04 | 13F | Keybank National Association/oh | 9.794 | 65,10 | 1.259 | 83,11 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1.184.228 | 23,43 | 152.196 | 36,81 | ||||
2025-08-14 | 13F | DRW Securities, LLC | 9.314 | 1.200 | ||||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 12.443 | 7,66 | 1.617 | 20,60 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 21.566 | 2.772 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 105.576 | 11,32 | 13.565 | 23,34 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 9.462 | 1.216 | ||||||
2025-08-05 | 13F | NewSquare Capital LLC | 99 | 13 | ||||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 2.669 | 2,26 | 343 | 13,58 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 355 | 0,28 | 46 | 12,50 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51.754 | 2,85 | 6.651 | 14,00 | ||||
2025-05-21 | 13F | CBM Financial, LLC | 20.375 | 2.507 | ||||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 27.819 | 317,95 | 3.575 | 13,74 | ||||
2025-08-08 | 13F | eCIO, Inc. | 1.814 | 0,50 | 233 | 11,48 | ||||
2025-07-25 | 13F | Welch Group, LLC | 1.602 | 206 | ||||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 2.463 | 54,91 | 317 | 71,74 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 708 | 30,63 | 91 | 42,86 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 18.615 | 0,11 | 2.392 | 11,00 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 63.771 | 43,63 | 8.196 | 59,19 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 3.653 | 2,93 | 469 | 14,11 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6.128 | 7,91 | 788 | 19,60 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 106.184 | 98,06 | 12.312 | 95,49 | ||||
2025-07-09 | 13F | Sivia Capital Partners, LLC | 93.445 | 27,34 | 12.010 | 41,15 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 13.238 | 365,63 | 1.701 | 417,02 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 6.301 | 1,48 | 810 | 12,36 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 30.360 | 1,58 | 3.902 | 12,58 | ||||
2025-07-17 | 13F | BFI Infinity Ltd. | 7.632 | 981 | ||||||
2025-07-29 | 13F | FLC Capital Advisors | 1.800 | 2,27 | 231 | 13,24 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 9.704 | 60,53 | 1.247 | 78,14 | ||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 373.263 | 30,75 | 47.972 | 28,23 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2.398 | 0,25 | 313 | 13,00 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34.080 | 7,59 | 4.380 | 19,25 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 2.043 | 5,80 | 263 | 17,49 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 52.094 | 18,83 | 6.695 | 31,71 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1.791 | 4,80 | 230 | 16,16 | ||||
2025-08-08 | 13F | SG Americas Securities, LLC | 8.234 | 78,57 | 1 | |||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 75.548 | 17,42 | 9.709 | 30,15 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 616 | 562,37 | 79 | 690,00 | ||||
2025-08-12 | 13F | Legal & General Group Plc | 137.915 | 17.646 | ||||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 342.209 | 21,97 | 43.980 | 35,20 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 4.757 | 54,15 | 611 | 71,15 | ||||
2025-08-14 | 13F | FC Advisory LLC | 6.871 | 0,47 | 883 | 11,35 | ||||
2025-07-28 | 13F | Courier Capital Llc | 2.728 | 0,04 | 351 | 10,76 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 3.068 | 0,39 | 394 | 11,30 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 7.709 | 0,06 | 991 | 10,86 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 31.011 | 0,75 | 3.986 | 11,69 | ||||
2025-07-22 | 13F | Vested Financial Planning, LLC | 2.922 | 7,86 | 375 | 19,43 | ||||
2025-07-25 | 13F | Alta Advisers Ltd | 62.875 | 5.897 | ||||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 5 | 1 | ||||||
2025-08-13 | 13F | SCS Capital Management LLC | 437.831 | 9,59 | 56.270 | 21,47 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 5.219 | 6,01 | 678 | 18,95 | ||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 128.844 | 1,44 | 16.588 | 12,63 | ||||
2025-07-16 | 13F | Kendall Capital Management | 8.713 | 2,49 | 1.120 | 13,60 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 130.561 | 5,15 | 16.780 | 16,55 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 241.982 | 9,26 | 31.103 | 21,11 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 521.529 | 25,32 | 67.027 | 38,90 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 49.836 | 0,66 | 6.405 | 11,57 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 2.332 | 3,69 | 300 | 15,00 | ||||
2025-08-25 | NP | FPAG - FPA Global Equity ETF | 16.777 | 4,10 | 2.156 | 15,42 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 9.196 | 300,35 | 1.182 | 343,98 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 358.046 | 3,20 | 46.016 | 14,39 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 1.840 | 236 | ||||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 40.617 | 1,18 | 5.220 | 12,16 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 7.480 | 135,59 | 961 | 161,14 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 9.064 | 10,50 | 1.110 | 22,52 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11.044 | 9,81 | 1.419 | 21,70 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 1.929 | 6,28 | 248 | 17,62 | ||||
2025-08-11 | 13F | Retirement Capital Strategies | 237.425 | 30.514 | ||||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 27.252 | 0,17 | 3.160 | -1,16 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 2.634 | 2,89 | 339 | 14,19 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 595.455 | 11,27 | 76.528 | 23,33 | ||||
2025-07-30 | 13F/A | Divergent Planning, LLC | 7.200 | 28,82 | 925 | 41,44 | ||||
2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 8.403 | 2,90 | 1 | |||||
2025-07-14 | 13F | Foster Group, Inc. | 100.711 | 4,83 | 12.943 | 16,20 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 49.673 | 4,48 | 6.384 | 15,80 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 16.189 | 12,55 | 2.081 | 24,78 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 162.081 | 0,55 | 20.831 | 11,45 | ||||
2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 104 | 13 | ||||||
2025-08-06 | 13F | Genus Capital Management Inc. | 6.289 | 24,96 | 808 | 38,59 | ||||
2025-07-15 | 13F | Maseco Llp | 55 | 7 | ||||||
2025-07-08 | 13F | Webster Bank, N. A. | 256 | 20,75 | 33 | 33,33 | ||||
2025-07-28 | 13F | DORVAL Corp | 120.975 | 0,38 | 15.548 | 7,00 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 7.058 | 4,70 | 907 | 16,13 | ||||
2025-08-15 | 13F | TLT Family Holdco ULC | 505.000 | 64.903 | ||||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 18.247 | 58,02 | 2.116 | 55,97 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4.846 | 4,80 | 623 | 16,04 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 30.878 | 10,81 | 3.968 | 22,81 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17.808 | 0,35 | 2.289 | 11,23 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 11.304 | 14,08 | 1.453 | 26,48 | ||||
2025-08-14 | 13F | Vernal Point Advisors, LLC | 509.308 | 8,22 | 65.456 | 19,96 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 4.871 | 626 | ||||||
2025-07-10 | 13F | Secure Asset Management, LLC | 36.187 | 18,42 | 4.651 | 31,24 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 2.396 | 11,13 | 308 | 23,29 | ||||
2025-07-11 | 13F | Myecfo, Llc | 54.096 | 0,08 | 6.952 | 10,93 | ||||
2025-07-18 | 13F | Truist Financial Corp | 75.600 | 10,05 | 9.716 | 22,00 | ||||
2025-07-31 | 13F | Intelligent Financial Strategies | 61.365 | 172,73 | 7.887 | 202,38 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2.206 | 4,01 | 0 | |||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 317.019 | 10,84 | 40.743 | 22,86 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 5.860 | 753 | ||||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1.492 | 1,84 | 192 | 13,02 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 3.346 | 28,40 | 430 | 42,38 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 13.048 | 8,79 | 1.677 | 20,58 | ||||
2025-07-17 | 13F | Lakewood Asset Management LLC | 45.158 | 3,08 | 5.804 | 14,25 | ||||
2025-07-23 | 13F | Seamount Financial Group Inc | 25.987 | 17,81 | 3.340 | 30,58 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 15 | 2 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 26.610 | 221,18 | 3.512 | 266,21 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 335 | 43 | ||||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 3.103 | 0,23 | 399 | 11,17 | ||||
2025-06-17 | 13F | Ridgepath Capital Management LLC | 40.457 | 4.691 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 43.777 | 93,44 | 5.626 | 114,41 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 1.199 | 829,46 | 154 | 1.000,00 | ||||
2025-08-06 | 13F | Equity Investment Corp | 31.917 | 0,47 | 4.102 | 11,35 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5.374 | 3,61 | 708 | 17,80 | ||||
2025-07-18 | 13F | Viewpoint Investment Partners Corp | 9.700 | 16,87 | 1.247 | 29,52 | ||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 16.861 | 0,73 | 2.167 | 11,65 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 12.683 | 6,18 | 1.630 | 17,69 | ||||
2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 21.018 | 2.701 | ||||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 10.672 | 1.372 | ||||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 723 | 0 | ||||||
2025-08-11 | 13F | Heritage Wealth Advisors | 178.195 | 8,55 | 22.902 | 20,32 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 3.283 | 0,31 | 422 | 11,08 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 16.302 | 11,65 | 2.095 | 23,82 | ||||
2025-08-08 | 13F | Gts Securities Llc | 4.690 | 118,44 | 603 | 142,74 | ||||
2025-08-06 | 13F | Drystone LLC | 10.167 | 57,68 | 1.307 | 74,83 | ||||
2025-08-15 | 13F | Fft Wealth Management Llc | 2.704 | 0,45 | 354 | 13,46 | ||||
2025-07-15 | 13F | Seven Post Investment Office LP | 70.254 | 0,15 | 9.029 | 10,99 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 14 | 2 | ||||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 47.783 | 0,65 | 6.141 | 11,57 | ||||
2025-08-14 | 13F | UBS Group AG | 1.707.993 | 5,41 | 219.511 | 16,83 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 1.980 | 0,41 | 254 | 11,40 | ||||
2025-07-11 | 13F | LongView Wealth Management | 21.034 | 26,35 | 2.703 | 40,05 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 2.744 | 51,10 | 353 | 67,62 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 7.805 | 12,32 | 1.002 | 24,35 | ||||
2025-08-07 | 13F | Commerce Bank | 2.444 | 25,98 | 314 | 40,18 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 31.356 | 6,07 | 4.030 | 17,57 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 21.418 | 0,00 | 2.753 | 10,83 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 3 | 50,00 | 0 | |||||
2025-07-14 | 13F | Sellwood Investment Partners LLC | 10.726 | 1.379 | ||||||
2025-08-07 | 13F | Tacita Capital Inc | 1.608 | 6,63 | 207 | 18,39 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 123.306 | 6,38 | 16 | 15,38 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 20.335 | 0,06 | 2.613 | 10,91 | ||||
2025-07-30 | 13F | Bernzott Capital Advisors | 24.597 | 2,03 | 3.161 | 13,09 | ||||
2025-07-24 | 13F | Blair William & Co/il | 32.232 | 53,30 | 4.143 | 69,96 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 2.895 | 0,56 | 0 | |||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 7.192 | 13,89 | 924 | 26,23 |