Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF, omfatter Westerkirk Capital Inc., Kingstone Capital Partners Texas, LLC, IRGPX - Voya Retirement Growth Portfolio Class ADV, TLT Family Holdco ULC, IRMGX - Voya Retirement Moderate Growth Portfolio Class ADV, Midwest Trust Co, IRMPX - Voya Retirement Moderate Portfolio Class ADV, TBFG - The Brinsmere Fund - Growth ETF, Tribridge Partners Financial LLC, Continuum Wealth Advisors, Llc, Gladwyn Financial Advisors, Inc., rebel Financial LLC, Retirement Guys Formula Llc, IRCAX - Voya Retirement Conservative Portfolio Class ADV, Compass Wealth Management, LLC/GA, Wealth Advisory Team LLC, Blueprint Financial Advisors LLC, Worth Asset Management, LLC, GKV Capital Management Co., Inc., og Gamco Investors, Inc. Et Al .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 376.351 | 153,52 | 18.614 | 177,08 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 29.224 | 2,32 | 1.451 | 21,22 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 83 | 4 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 4.185 | 207 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.680.576 | 4,91 | 83.121 | 14,64 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 29.936 | 260 | ||||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 309.493 | 2,40 | 15.308 | 11,90 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 663.734 | 8,58 | 32.828 | 18,65 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 448.601 | 6,28 | 22.188 | 16,13 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 2.889.057 | 0,48 | 142.893 | 9,80 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2.907 | 42,71 | 144 | 57,14 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 95.551 | 9,22 | 4.726 | 19,35 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 64.646 | 5,42 | 3.197 | 15,21 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 29.288 | 1.449 | ||||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 9.399 | 1,13 | 465 | 10,48 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 805.610 | 9,41 | 39.845 | 19,56 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 207.057 | 3,09 | 10.241 | 12,66 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 179.803 | 2,23 | 8.893 | 11,72 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 61.562 | 443,74 | 3.045 | 494,53 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 282.212 | 0,43 | 13.958 | 9,75 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 10.530 | 11,71 | 521 | 22,07 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 37.774 | 0,49 | 1.868 | 9,82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 286.766 | 19,13 | 14.183 | 30,18 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 34.761 | 0,28 | 1.719 | 9,63 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 10.558 | 0,19 | 522 | 9,66 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 411.319 | 329,48 | 20.344 | 369,38 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1.128.365 | 3.104,22 | 55.809 | 3.403,33 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 28.901 | 0,08 | 1.429 | 9,33 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 107.616 | 1,63 | 5.323 | 11,06 | ||||
| 2025-08-12 | 13F | Ensign Peak Advisors, Inc | 86.918 | 4.299 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 652.895 | 2,75 | 32.292 | 12,29 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 75.768 | 3.747 | ||||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 1.310.716 | 46,17 | 64.828 | -12,55 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 113.707 | 3,56 | 5.624 | 13,16 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 112.776 | 0,96 | 5.578 | 10,33 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2.697.697 | 6,78 | 133.428 | 16,69 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 10.163 | 4,21 | 503 | 13,83 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 59.970 | 8,14 | 2.966 | 18,21 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1.973 | 92,68 | 0 | |||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 9.280 | 459 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 35.781 | 12,61 | 1.770 | 23,02 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 316.007 | 3,79 | 15.630 | 13,43 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 4.378 | 4,44 | 216 | 14,29 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3.910 | 13,66 | 193 | 24,52 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 122.050 | 0,39 | 6.037 | 9,71 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 4.669 | 2,62 | 231 | 12,20 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 14.680 | 50,06 | 726 | 64,25 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 162.688 | 4,64 | 8.047 | 14,35 | ||||
| 2025-07-28 | 13F | Essex LLC | 18.886 | 20,48 | 934 | 31,73 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 564.719 | 0,61 | 27.931 | 9,95 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 43.167 | 12,23 | 2.135 | 22,70 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 17.541 | 58,11 | 868 | 72,71 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 179.429 | 53,68 | 8.875 | 67,94 | ||||
| 2025-08-26 | NP | IRGPX - Voya Retirement Growth Portfolio Class ADV | 708.749 | 35.055 | ||||||
| 2025-08-05 | 13F | Lincoln National Corp | 2.144.527 | 8,60 | 106.068 | 18,68 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 984.182 | 21,76 | 48.678 | 33,06 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4.895 | 3,73 | 242 | 13,62 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 26.345 | 0,22 | 1.329 | 11,69 | ||||
| 2025-07-23 | NP | VTUFX - Voya Target Retirement 2065 Fund Class R6 | 18.417 | 7,31 | 866 | 12,78 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 47 | 6,82 | 2 | 100,00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1.270 | 18.042,86 | 63 | -57,24 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 6.577 | 0,31 | 325 | 9,80 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 281.483 | 0,67 | 13.901 | 11,41 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 894.697 | 1,05 | 44.252 | 10,43 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 10.488 | 519 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3.110.193 | 0,25 | 153.830 | 9,55 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 52.478 | 5,87 | 2.596 | 15,69 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 157.066 | 179,36 | 7.769 | 205,35 | ||||
| 2025-08-06 | 13F | Smh Capital Advisors Inc | 7.736 | 0,06 | 383 | 9,46 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6.493 | 23,04 | 321 | 34,87 | ||||
| 2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 120.082 | 45,15 | 5.939 | 58,63 | ||||
| 2025-08-14 | 13F | Jasper Ridge Partners, L.P. | 6.256.903 | 85,90 | 309.466 | 103,15 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 41.350 | 157,63 | 2.045 | 181,68 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 348.337 | 13,65 | 17.229 | 24,19 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 6.900 | 341 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 23.644 | 10,95 | 1.169 | 21,27 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 29.392 | 8,87 | 1.454 | 19,00 | ||||
| 2025-08-26 | NP | IRCAX - Voya Retirement Conservative Portfolio Class ADV | 103.400 | 5.114 | ||||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 6.475 | 0,06 | 320 | 14,29 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 142.888 | 1,22 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3.768.561 | 20,93 | 186.393 | 32,15 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 19.222 | 39,68 | 951 | 52,73 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 4.693 | 0,30 | 232 | 9,95 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 755.400 | 424,26 | 37.362 | 472,95 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4.951 | 250 | ||||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 665.236 | 2,08 | 32.903 | 11,55 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 156.263 | 1.112,09 | 7.729 | 1.225,56 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 32.481 | 7,79 | 1.607 | 17,83 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 14.378 | 38,90 | 711 | 51,92 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 352 | 17 | ||||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 39.881 | 51,17 | 1.973 | 65,30 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2.086.225 | 3,61 | 103.185 | 13,23 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 822 | 41 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 195.957 | 3,29 | 9.692 | 12,88 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 112.340 | 3,02 | 5.556 | 12,58 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 786 | 269,01 | 39 | 322,22 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 6.754 | 2,33 | 334 | 12,08 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 14.899 | 25,49 | 737 | 37,06 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 35.203 | 36,11 | 1.741 | 48,80 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 570 | 28 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 17.260 | 0,66 | 854 | 9,92 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 40.898 | 5,22 | 2.023 | 14,95 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 91.782 | 1,03 | 4.540 | 10,41 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 18.027 | 1 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 66.215 | 33,93 | 3 | 50,00 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 531 | 50,42 | 26 | 73,33 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 49.784 | 2,60 | 2.462 | 12,11 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 30.736 | 8,43 | 1.520 | 18,56 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 182.524 | 6,27 | 9.028 | 16,13 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 142.610 | 4,14 | 7.054 | 13,79 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 262.298 | 0,65 | 12.973 | 9,99 | ||||
| 2025-08-29 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 97.445 | 256,47 | 4.820 | 289,57 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 159.049 | 9,15 | 7.867 | 19,27 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 22.916 | 1,87 | 1.133 | 11,30 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 15.238 | 18,36 | 754 | 29,38 | ||||
| 2025-05-06 | 13F | Poplar Forest Capital LLC | 7.589 | 343 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 17.607 | 75,96 | 871 | 92,48 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 4.518 | 223 | ||||||
| 2025-08-08 | 13F | Hudock, Inc. | 610.640 | 7,69 | 30.202 | 17,68 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 36.877 | 29,20 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 21.030 | 1,90 | 1.040 | 11,35 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 24.973 | 1,33 | 1.235 | 10,76 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 67.695 | 1,90 | 3.348 | 11,38 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 147.307 | 2,69 | 7.286 | 12,22 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 29.336 | 2,87 | 1.451 | 12,40 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 300 | 15 | ||||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 115.407 | 3,17 | 5.708 | 12,76 | ||||
| 2025-08-05 | 13F | South Dakota Investment Council | 14.033.302 | 0,05 | 694 | 9,46 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 49.349 | 7,92 | 2.441 | 17,93 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2.763 | 0,07 | 137 | 9,68 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 17.839 | 882 | ||||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 447.742 | 10,60 | 22.145 | 20,86 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 61 | 3 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 406.384 | 138,88 | 20.100 | 161,06 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 15.384 | 2,30 | 761 | 11,76 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1.658.374 | 3,56 | 82.023 | 13,17 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 5.308 | 16,84 | 263 | 27,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 353.944 | 3,19 | 17.506 | 12,77 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 13.359 | 5,09 | 661 | 14,78 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 34.281 | 12,06 | 1.696 | 22,47 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 116.448 | 38,48 | 5.760 | 55,52 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 8.601 | 1,21 | 425 | 10,68 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 132.650 | 6,64 | 6.561 | 16,54 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 204.282 | 10.104 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 782.342 | 1,36 | 39 | 11,76 | ||||
| 2025-07-18 | 13F | Community Bank & Trust, Waco, Texas | 4.707 | 5,61 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2.788.923 | 6,45 | 138 | 16,10 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 351.683 | 0,70 | 17.394 | 10,05 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 19.531 | 0,77 | 966 | 10,15 | ||||
| 2025-08-14 | 13F | Obsido Oy | 161.334 | 1,66 | 7.980 | 11,10 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 195.806 | 6,56 | 10 | 12,50 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 331.984 | 2,56 | 16.420 | 12,08 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 47.800 | 723,85 | 2.364 | 834,39 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 343.821 | 14,28 | 17.005 | 24,89 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 104.743 | 0,25 | 5.181 | 9,56 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 8.375 | 84,84 | 414 | 101,95 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 489.832 | 9,70 | 24.227 | 19,89 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8.291 | 410 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 76.030 | 11,17 | 3.761 | 21,49 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 60.112 | 4,06 | 2.973 | 19,16 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 49.757 | 2,72 | 2.339 | 11,49 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 288.458 | 0,16 | 14.267 | 9,46 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 395.006 | 7,71 | 19.537 | 21,74 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 21.206 | 0,23 | 1.049 | 9,51 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 11.573 | 2,62 | 572 | 15,32 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 177.864 | 0,33 | 8.797 | 9,65 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 585.136 | 11,22 | 28.941 | 21,54 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 949.158 | 24,09 | 46.945 | 35,60 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1.523.830 | 75.369 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 124.879 | 19,88 | 6.177 | 31,01 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1.778 | 14,86 | 88 | 26,09 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 98.952 | 0,19 | 4.894 | 9,51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13.246.257 | 104,64 | 650.661 | 122,09 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 4.345 | 13,77 | 215 | 24,42 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 51.204 | 2.533 | ||||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 26.405 | 0,11 | 1.306 | 9,39 | ||||
| 2025-08-12 | 13F | Ade, Llc | 10.551 | 0,75 | 522 | 10,15 | ||||
| 2025-07-21 | 13F | Stash Investments, LLC | 277.032 | 3,95 | 13.702 | 13,61 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 31.517 | 1.559 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 108.791 | 0,17 | 5.381 | 9,46 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 51.315 | 4,51 | 2.538 | 14,22 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 88.398 | 8,77 | 4.372 | 28,82 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 8.633 | 427 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 15.594 | 57,39 | 1 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6.895 | 4,84 | 341 | 14,81 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 6.871 | 0,56 | 340 | 9,71 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 32.891 | 0,15 | 1.627 | 9,42 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 34.401 | 2,66 | 1.701 | 12,20 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 13.940 | 27,84 | 689 | 39,76 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 18.833 | 5,02 | 931 | 14,80 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 16.526 | 2,72 | 817 | 12,23 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 6.615 | 0,44 | 327 | 9,73 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 12.517 | 0,23 | 619 | 9,56 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 189.500 | 3,27 | 9 | 12,50 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 972.070 | 8,33 | 48.079 | 18,38 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 6.351 | 0,02 | 314 | 9,41 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 702.638 | 5,64 | 31.801 | 8,57 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 37.564 | 96,81 | 1.858 | 115,18 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 5.846 | 0,81 | 289 | 10,31 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 12.485 | 16,57 | 618 | 27,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9.444.710 | 13,68 | 466.816 | 24,41 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 4.152 | 205 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 189.716 | 12,74 | 9.383 | 23,20 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 154 | 17,56 | 8 | 40,00 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 70.981 | 373,11 | 3.511 | 416,94 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 27.516 | 35,29 | 1 | |||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 373.034 | 21,92 | 16.563 | 16,23 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 16.005 | 4,48 | 792 | 14,14 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 185.200 | 1,19 | 9.160 | 8,79 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 63.085 | 0,15 | 3.120 | 9,47 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 272.319 | 117,24 | 13.469 | 137,15 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 6.997 | 0,11 | 346 | 9,49 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 8.482 | 0,35 | 420 | 9,69 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 7.285 | 8,81 | 360 | 18,81 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 28.707 | 23,38 | 1.420 | 34,76 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 21.892 | 1,87 | 1 | |||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 4.257 | 211 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 17.368 | 3,65 | 859 | 13,32 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 498.530 | 29,64 | 24.657 | 41,67 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 32.696 | 4,84 | 1.617 | 14,60 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 5.630 | 278 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 4.582 | 227 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 12.906 | 21,46 | 638 | 32,92 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 140.773 | 47,25 | 6.963 | 60,93 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 41.014 | 3,48 | 2.029 | 13,11 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 52.375 | 13,56 | 2.595 | 28,15 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 46.651 | 2,94 | 2.317 | 12,92 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 11.054 | 22,33 | 547 | 33,82 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 15.539 | 1,96 | 769 | 11,47 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 11.983 | 19,00 | 593 | 30,11 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 23.631 | 0,25 | 1.169 | 9,57 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 51.237 | 11,84 | 2.534 | 22,24 | ||||
| 2025-07-16 | 13F | First American Bank | 22.364 | 1,34 | 1.106 | 10,82 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 725.631 | 1,79 | 35.890 | 11,23 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5.256 | 260 | ||||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 192.722 | 2,86 | 9.532 | 12,41 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1.415 | 0,21 | 70 | 9,52 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 198.358 | 42,32 | 10.158 | 61,43 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 4.727 | 0,02 | 234 | 9,39 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 54.879 | 2.714 | ||||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 60.512 | 5,22 | 2.993 | 14,99 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 26.606 | 0,29 | 1.204 | 3,08 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 9.597 | 0,08 | 475 | 9,47 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1.029.957 | 19,25 | 46.616 | 22,55 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 10.646 | 1,63 | 527 | 10,97 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1.033 | 10,96 | 51 | 21,43 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 3.169 | 16,72 | 157 | 27,87 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 86.774 | 2,09 | 4.292 | 11,57 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 7.924 | 0,66 | 392 | 9,83 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 215.448 | 0,72 | 10.656 | 10,06 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 703 | 23.333,33 | 35 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 280.746 | 14 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 133.446 | 7,28 | 6.601 | 17,25 | ||||
| 2025-07-17 | 13F | City Holding Co | 36.354 | 4,90 | 1.798 | 14,60 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 306 | 35,40 | 15 | 50,00 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 13.581 | 9,24 | 672 | 19,40 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 10.040 | 19,79 | 497 | 30,87 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 31.550 | 4,96 | 1.560 | 14,71 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 105.496 | 1,16 | 5.218 | 10,55 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3.043.986 | 47,88 | 151.590 | 57,33 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 5.334 | 11,36 | 264 | 21,76 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 48.637 | 3.886,64 | 2.406 | 4.272,73 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 3.359.722 | 183,15 | 165.937 | 208,64 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 691.596 | 5.026,73 | 34.206 | 5.507,54 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 61.548 | 0,02 | 3.044 | 9,30 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7.672 | 13,52 | 379 | 24,26 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 310.699 | 5,61 | 15.367 | 15,41 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 197.919 | 9.789 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 28.687 | 0,27 | 1.419 | 4,80 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 42.193 | 21,58 | 2.087 | 32,87 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 107.470 | 5.315 | ||||||
| 2025-07-21 | 13F | Quent Capital, LLC | 11.425 | 5,65 | 565 | 15,54 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 121.727 | 16,88 | 6.021 | 27,73 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 87.030 | 1,74 | 4.304 | 12,49 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 6.373 | 1,35 | 315 | 10,92 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 8.547 | 0,18 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 515.193 | 0,18 | 25.481 | 9,47 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 35.631 | 2 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 1.223.172 | 0,95 | 60.498 | 10,32 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 422.246 | 13,25 | 20.884 | 23,76 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.403.180 | 8,71 | 168.223 | 18,68 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 190.318 | 2,25 | 9.413 | 11,74 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 478.395 | 13,41 | 23.661 | 23,93 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 57.963 | 6,26 | 2.867 | 16,13 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1.373.980 | 8,53 | 67.916 | 26,25 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 650.556 | 3,26 | 29.444 | 6,12 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 25.642 | 5,29 | 1.268 | 15,06 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 15.125 | 2,31 | 748 | 11,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16.011.662 | 7,27 | 791.937 | 17,23 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 10.274 | 4,47 | 1 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 157.027 | 23,06 | 7.767 | 34,48 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 5.950 | 3,10 | 294 | 12,64 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 279.522 | 1,00 | 13.825 | 10,37 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 4.424 | 219 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 9.469 | 0,03 | 468 | 9,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3.170.708 | 6,06 | 156.823 | 15,91 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 178.435 | 26,44 | 8.826 | 38,17 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 11.090 | 1 | ||||||
| 2025-07-09 | 13F | Berkshire Bank | 4.173 | 206 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 40.138 | 1.985 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 45.711 | 4,21 | 2.261 | 13,85 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 24.783 | 9,10 | 1.226 | 19,16 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 615.920 | 1,97 | 30.463 | 11,43 | ||||
| 2025-07-29 | NP | JHODX - 2070 Lifetime Blend Portfolio Class R6 | 106 | 5 | ||||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 4.634 | 229 | ||||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 104.514 | 8,46 | 5.169 | 18,53 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 14.977 | 9,32 | 741 | 19,35 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 442.935 | 0,09 | 21.908 | 9,38 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 194 | 0,52 | 10 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 72.341 | 6,39 | 3.578 | 16,25 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 2.499.183 | 3,03 | 123.610 | 12,60 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 211.172 | 101,07 | 10.445 | 119,73 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 20.971 | 100,10 | 993 | 109,49 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 8.155 | 403 | ||||||
| 2025-07-29 | NP | JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 | 72.663 | 7,05 | 3.415 | 12,48 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 68.549 | 7,90 | 3.390 | 17,91 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1.089.517 | 5,95 | 53.888 | 15,78 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 11.684 | 1,30 | 529 | 4,14 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 62.813 | 0,19 | 3.107 | 9,52 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 81.960 | 7,73 | 4.054 | 17,72 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 133.676 | 1,54 | 6.612 | 10,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 42.922.654 | 0,49 | 2.122.954 | 9,82 | ||||
| 2025-05-12 | 13F | Ccm Investment Group, Llc | 1.263.963 | 4,13 | 57.270 | 6,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 778.900 | 17,30 | 38.524 | 28,19 | |||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 93.272 | 49,57 | 4.613 | 56,43 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 76 | 7.500,00 | 4 | |||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 311.047 | 14,24 | 15.384 | 24,85 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 95.804 | 13,83 | 4.738 | 24,39 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 33.357 | 54,36 | 1.657 | 80,39 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 35.740 | 7,44 | 1.768 | 17,41 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 227.485 | 23,01 | 11.251 | 34,42 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 471.266 | 4,56 | 23.309 | 14,26 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 195.709 | 35,81 | 9.680 | 48,41 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 64.372 | 2,21 | 3.184 | 11,68 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 16.609 | 0,03 | 821 | 9,32 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 175.235 | 13,55 | 8.667 | 24,10 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 80.049 | 14,04 | 3.959 | 24,65 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 24.745 | 75,41 | 1.224 | 81,45 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 108.815 | 5.373 | ||||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 21.313 | 4,92 | 1.054 | 14,69 | ||||
| 2025-08-12 | 13F | Main Management LLC | 51.904 | 5,32 | 3 | 0,00 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 87.140 | 100,00 | 4.096 | 110,22 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 141.150 | 14,16 | 6.981 | 24,75 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 218.172 | 23,61 | 9.874 | 27,05 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 194.884 | 1,26 | 9.639 | 10,65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 28.784 | 5,25 | 1 | 0,00 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 40.492 | 0,90 | 2.003 | 10,24 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 198.599 | 5,12 | 9.862 | 15,35 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 19.966 | 4,29 | 988 | 13,97 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 13.426 | 5,01 | 664 | 14,88 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 173.150 | 10,81 | 8.564 | 21,08 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3.623 | 0,69 | 179 | 10,49 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 10.182 | 29,76 | 504 | 41,69 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 218.076 | 2,14 | 10.786 | 11,62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 572.342 | 5,25 | 28.308 | 15,02 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 285.917 | 3,55 | 14.141 | 13,16 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9.113 | 28,50 | 451 | 40,19 | ||||
| 2025-08-13 | 13F | ESG Planning | 24.141 | 1.194 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 17.770 | 4,99 | 879 | 14,62 | ||||
| 2025-07-31 | 13F | Mcdaniel Terry & Co | 4.078 | 202 | ||||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1.405.525 | 6,93 | 69.517 | 16,85 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 908.275 | 18,96 | 44.923 | 30,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 124.525 | 0,50 | 6.159 | 9,84 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 250.151 | 4,91 | 12.810 | 19,00 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 82.827 | 4.097 | ||||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 8.842 | 51,35 | 437 | 65,53 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 69.195 | 0,93 | 3.422 | 10,32 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 10.620 | 1,02 | 525 | 10,53 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 48.020 | 37,91 | 2.375 | 47,88 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 771 | 14,73 | 38 | 26,67 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1.109.125 | 1,11 | 54.846 | 10,49 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 428.340 | 10,25 | 21.186 | 20,48 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 14.343 | 17,54 | 709 | 28,44 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 208.157 | 4,09 | 10.295 | 13,76 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 78.646 | 10,38 | 3.890 | 20,63 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 4.755 | 235 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 42.728 | 5,26 | 2.113 | 15,02 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 21.948 | 1.086 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 6.600 | 21,41 | 326 | 32,52 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 48.685 | 2.408 | ||||||
| 2025-07-11 | 13F | WealthBridge Investment Counsel Inc. | 118.450 | 5,93 | 6 | 0,00 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 324.224 | 2,32 | 16.036 | 11,82 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 447.399 | 0,00 | 22.128 | 9,28 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 126.800 | 6.272 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 38.807 | 0,76 | 1.919 | 10,10 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 516.560 | 4,13 | 25.549 | 13,80 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 8.210 | 1,91 | 406 | 11,54 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 74.185.538 | 4,50 | 3.669.217 | 14,20 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 465.603 | 3,30 | 23 | 15,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1.045.607 | 1,52 | 51.716 | 10,94 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 25.136 | 205,57 | 1.243 | 234,14 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 11.131 | 10,72 | 551 | 20,88 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 86.965 | 45,61 | 4.301 | 59,12 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 14.385 | 711 | ||||||
| 2025-07-09 | 13F | Sarasin & Partners LLP | 86.531 | 46,78 | 4.280 | 60,38 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 64.570 | 603,45 | 3.194 | 669,40 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 49.226 | 9,88 | 2.435 | 20,08 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 9.615 | 4,47 | 476 | 14,18 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 77.957 | 0,37 | 3.856 | 9,67 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 19.301 | 8,70 | 955 | 18,80 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 137.689 | 287,71 | 6.810 | 323,77 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 267.242 | 2,13 | 13.218 | 11,61 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 47.273 | 116,78 | 2 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 498.076 | 52,72 | 24.635 | 71,52 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 617 | 26,43 | 31 | 36,36 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 721.073 | 0,92 | 35.664 | 10,29 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 9.628 | 7,93 | 476 | 18,11 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2.516 | 12,32 | 124 | 22,77 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 10.078 | 0,44 | 498 | 9,69 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 19.822 | 9,01 | 980 | 19,22 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 399.412 | 29,78 | 19.755 | 41,82 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 63.114 | 2,41 | 3.122 | 11,90 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 44.710 | 1,98 | 2.211 | 11,44 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 68.574 | 0,96 | 3.392 | 10,31 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 5.142 | 7,33 | 254 | 17,59 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 101.658 | 183,20 | 5.028 | 209,61 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 78.065 | 4,11 | 3.861 | 13,79 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 59.559 | 0,26 | 2.946 | 9,56 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 128.038 | 6.333 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 261.800 | 27,58 | 12.949 | 39,42 | |||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 20.231 | 1.001 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1.400 | 28,21 | 69 | 40,82 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 132.356 | 4,09 | 6.546 | 13,74 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 27.538 | 1.362 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 447 | 22 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 706.750 | 3,41 | 34.956 | 13,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17.096.842 | 8,92 | 855.184 | 20,37 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 10.091 | 6,10 | 499 | 16,05 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 145.912 | 16,09 | 7.217 | 26,86 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 90.894 | 4.496 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 53.300 | 2.636 | ||||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 4.140 | 205 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 6.621 | 1,67 | 327 | 11,22 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8.056 | 3,60 | 398 | 16,37 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 1.213.332 | 2,69 | 60.011 | 12,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 15 | 1 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 180 | 100,00 | 9 | 100,00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 8.169 | 43,92 | 404 | 59,68 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 36.037 | 12,15 | 1.782 | 22,56 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 151.514 | 0,81 | 7.494 | 10,16 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 61.831 | 34,76 | 3.058 | 47,30 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 157.346 | 69,04 | 7.782 | 84,76 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1.877 | 114,51 | 93 | 135,90 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 488.608 | 8,74 | 24.167 | 18,83 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 10.262 | 6,44 | 508 | 16,28 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 160.616 | 1,16 | 7.944 | 10,55 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3.036 | 9,56 | 150 | 20,00 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1.628 | 0,06 | 81 | 9,59 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 27.771 | 116,08 | 1.374 | 136,32 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 20.679 | 0,14 | 1.023 | 9,42 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.019.284 | 232,41 | 50.414 | 263,26 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 234.934 | 7,49 | 11.620 | 17,46 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 1.395 | 210 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 99.602 | 2,74 | 4.926 | 12,29 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 221.569 | 1,86 | 10.959 | 11,31 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 421.259 | 17,92 | 20.835 | 28,87 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 26.042 | 0,65 | 1.288 | 9,99 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 39 | 2 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 44.560 | 9,40 | 2.203 | 19,53 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 6.018 | 18,19 | 298 | 31,42 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5.938.667 | 9,72 | 293.726 | 19,90 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 170.108 | 38,89 | 8.414 | 51,78 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 12.665 | 42,14 | 626 | 68,28 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 53.916 | 1,76 | 2.667 | 11,22 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 40.902 | 10,92 | 2.028 | 30,59 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 602 | 21,13 | 30 | 31,82 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 292.825 | 7,12 | 14.483 | 17,07 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 4.586 | 227 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23.340 | 8,28 | 1.154 | 18,36 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1.606 | 46,00 | 79 | 61,22 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 56.699 | 0,16 | 2.838 | 10,77 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 10.300 | 509 | |||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 713.188 | 11,45 | 32.315 | 4,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 112.824.327 | 3,48 | 5.580.291 | 13,08 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 12.977 | 642 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 11.946 | 0,11 | 591 | 6,31 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 27.008 | 11,66 | 1.336 | 22,03 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 12.754 | 0,35 | 631 | 9,57 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 10.357 | 2,47 | 469 | 5,17 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 100 | 5 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 6.923 | 1,15 | 342 | 10,68 | ||||
| 2025-08-29 | NP | GLRBX - James Balanced: Golden Rainbow Fund Retail Class | 27.506 | 1.360 | ||||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 40.510 | 1.833 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 7.100 | 17,63 | 351 | 28,57 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 90.310 | 0,46 | 4.466 | 9,78 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 57.422 | 2,17 | 2.840 | 11,68 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 15.312 | 40,19 | 763 | 75,17 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4.751 | 235 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 58.466 | 2.892 | ||||||
| 2025-08-13 | 13F | Boston Family Office Llc | 10.817 | 2,15 | 1 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 56.707 | 68,89 | 2.805 | 84,60 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 113.749 | 5.626 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 6.672 | 0,17 | 330 | 9,63 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 522 | 13,97 | 26 | 25,00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 8.181 | 12,89 | 405 | 23,55 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5.112.512 | 9,30 | 252.865 | 19,44 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 183.091 | 2,54 | 9.056 | 12,05 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 52.981 | 2,22 | 2.620 | 11,73 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 110.937 | 13,47 | 5.487 | 24,01 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 6.863 | 339 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 20.372 | 6,62 | 1.028 | 19,84 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 47.898 | 0,68 | 2.369 | 10,03 | ||||
| 2025-05-14 | 13F/A | Miramar Fiduciary Corp | 649 | 25 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 57.975 | 4,83 | 2.867 | 14,54 | ||||
| 2025-07-16 | 13F | American National Bank | 22.635 | 45,42 | 1.120 | 58,95 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 7.067 | 350 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 99.390 | 7,74 | 4.916 | 17,72 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 101.152 | 5.003 | ||||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 39.706 | 5,25 | 1.964 | 15,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12.608.181 | 1,41 | 623.601 | 10,82 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 6.149.000 | 24,56 | 304.130 | 36,11 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 195.835 | 0,22 | 9.686 | 15,02 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 387 | 50,58 | 19 | 72,73 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 444 | 32,93 | 22 | 40,00 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 190.680 | 52,54 | 9.431 | 66,71 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 10.379 | 111,26 | 513 | 131,08 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 26.500 | 1.311 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 15.687 | 0,08 | 776 | 9,31 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10.076 | 6,28 | 498 | 16,08 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1.158 | 57 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 107.490 | 44,60 | 5.316 | 58,03 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 35.075 | 1.735 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 7.048 | 5,54 | 349 | 15,23 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 18.522 | 5,35 | 916 | 15,22 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 35.981 | 7,25 | 1.780 | 17,19 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 49.472 | 2,85 | 2.447 | 12,41 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.098 | 104 | ||||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 8.251 | 18,33 | 408 | 29,52 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 11.189 | 17,40 | 553 | 28,31 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 23.461 | 23,89 | 1.160 | 35,36 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 4.155 | 205 | ||||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 6.168 | 13,84 | 305 | 24,49 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 1.044.305 | 1,84 | 51.651 | 11,29 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 14.249 | 3,08 | 705 | 12,64 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 108.542 | 5,26 | 5.368 | 15,05 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 9.104 | 1,65 | 450 | 11,11 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 7.862 | 13,81 | 389 | 24,36 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 652.901 | 12,34 | 32.292 | 22,76 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 605 | 30 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 84.983 | 4 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3.426.755 | 6,63 | 169.487 | 16,53 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 14.057 | 3,76 | 695 | 13,38 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 212.941 | 1,66 | 10.530 | 11,09 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 62.620 | 22,59 | 3.095 | 33,92 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 9.996 | 17,81 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 12.752 | 5,83 | 630 | 15,41 | ||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 538.350 | 26.627 | ||||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 171.444 | 6,41 | 8.480 | 16,28 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 68.468 | 0,03 | 3.386 | 9,30 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 396 | 20 | ||||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 258.850 | 80,04 | 12.803 | 96,74 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1.567.397 | 41,90 | 77.523 | 55,06 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 64.584 | 6,08 | 3 | 50,00 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 22.605 | 1.118 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 16.636 | 2,65 | 823 | 12,14 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6.026 | 17,70 | 0 | |||||
| 2025-07-14 | 13F | E&G Advisors, LP | 62.741 | 0,05 | 3.102 | 9,30 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 141.736 | 3,05 | 7.010 | 12,61 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 3.620 | 179 | ||||||
| 2025-08-26 | NP | IRMPX - Voya Retirement Moderate Portfolio Class ADV | 259.501 | 12.835 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 228.288 | 56,71 | 11.291 | 71,26 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 58.246 | 2,67 | 2.881 | 12,19 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 28.858 | 429,70 | 1.427 | 480,08 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 106.700 | 0,68 | 5.277 | 10,03 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 113.388 | 4,29 | 5.608 | 13,98 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 3.270.427 | 4,83 | 161.755 | 14,56 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10.722 | 10,71 | 530 | 21,00 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 27.283 | 6,62 | 1.349 | 16,49 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 27.972 | 12,14 | 1.383 | 22,61 | ||||
| 2025-07-29 | 13F | Parthenon Llc | 115.193 | 1,07 | 5.697 | 10,45 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6.116 | 302 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 13.149 | 15,24 | 650 | 25,97 | ||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 159.885 | 7.908 | ||||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 122.187 | 6.043 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 7.119 | 352 | ||||||
| 2025-08-13 | 13F | Wealthquest Corp | 5.064 | 0,92 | 250 | 10,13 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 7.186 | 0,03 | 355 | 9,23 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 7 | 0 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5.453 | 55,14 | 270 | 69,18 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 49.164.716 | 4,23 | 2.431.687 | 13,90 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 650.795 | 0,64 | 32.188 | 9,98 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 1.630.927 | 6,02 | 80.666 | 15,86 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 9.828 | 1,68 | 486 | 11,21 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 14.216 | 0,40 | 703 | 9,84 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 7.041 | 17,02 | 348 | 27,94 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 10.084 | 61,22 | 499 | 75,97 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 18.330 | 0,61 | 907 | 9,95 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 106.066 | 10,77 | 5.246 | 21,07 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 7.536 | 6,14 | 382 | 19,00 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 90.913 | 0,01 | 4.497 | 9,29 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 33.030 | 58,04 | 1.634 | 72,80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 37.996 | 2,03 | 1.947 | 13,67 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 7.135 | 121,10 | 353 | 141,10 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 22.617 | 1.119 | ||||||
| 2025-07-25 | 13F | Parker Financial LLC | 329.155 | 3,12 | 16.281 | 12,68 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 23.439 | 0,02 | 1.159 | 9,34 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 5.681 | 3,65 | 281 | 12,90 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 94.061 | 17,89 | 4.652 | 32,42 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 3.006.437 | 100,44 | 148.698 | 119,04 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 473.251 | 1,78 | 23.407 | 11,23 | ||||
| 2025-07-24 | 13F | Louisbourg Investments Inc. | 62.794 | 5,01 | 3.106 | 14,75 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 33.237 | 8,55 | 1.644 | 18,63 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 147.708 | 4,09 | 7.309 | 13,76 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 52.660 | 7,74 | 2.605 | 17,72 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 941.557 | 1,30 | 46.569 | 10,70 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 64.355 | 0,16 | 3.183 | 9,42 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 326.735 | 1,27 | 16.160 | 10,67 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 8.578 | 380,29 | 424 | 443,59 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 111.643 | 3,09 | 5.522 | 12,65 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 8.317 | 55,55 | 411 | 69,83 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 6.444 | 319 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 415 | 62,11 | 21 | 81,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 965.020 | 1,08 | 48 | 9,30 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 58.477 | 6,82 | 2.892 | 16,75 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 64.583 | 1,84 | 3.194 | 11,29 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 24.285 | 263,06 | 1.201 | 297,68 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 185.162 | 28,74 | 9.158 | 40,70 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 121.493 | 0,48 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 87.584 | 2,05 | 4.332 | 11,51 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 16.989 | 15,45 | 840 | 26,13 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4.214 | 208 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 18.453 | 233,21 | 913 | 264,80 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 24.583 | 936,82 | 1.216 | 1.035,51 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 578 | 26 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 30 | 30,43 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 40.193 | 118,35 | 1.988 | 138,54 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 7.294 | 76,70 | 361 | 93,55 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 160.791 | 7,39 | 7.953 | 17,36 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6.523.340 | 2,56 | 322.644 | 12,08 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 11.982 | 0,04 | 593 | 9,23 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 14.849 | 4,03 | 734 | 13,62 | ||||
| 2025-07-09 | 13F | Emprise Bank | 9.958 | 493 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8.339.284 | 0,04 | 412.461 | 9,32 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1.388 | 0,07 | 69 | 9,68 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 694.413 | 2,31 | 34.346 | 11,80 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 333.059 | 0,48 | 16 | 6,67 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 104.436 | 49,60 | 5.165 | 63,50 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 8.686 | 0,33 | 430 | 9,72 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 135.291 | 2,75 | 6.691 | 12,28 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.091 | 6,20 | 104 | 15,73 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 10.030 | 6,92 | 498 | 15,58 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 494.544 | 0,15 | 24.460 | 9,45 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 103.482 | 2,24 | 5.118 | 25,07 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 16.822 | 0,29 | 832 | 9,62 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4.674 | 1,85 | 231 | 11,59 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 86.900 | 4.298 | ||||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 139.492 | 4,57 | 6.899 | 14,28 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 223.119 | 3,83 | 11.035 | 13,46 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 180.497 | 0,24 | 8.927 | 9,53 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 22.985 | 1,48 | 1.137 | 10,83 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1.464.836 | 3,94 | 72 | 14,29 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 75.149 | 2,10 | 3.717 | 11,56 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 9.125 | 1,72 | 451 | 11,91 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 900.333 | 6,07 | 44.530 | 15,91 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 688.033 | 1,04 | 34.168 | 10,40 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1.374.012 | 4,14 | 67.959 | 13,80 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 658 | 353,79 | 33 | 433,33 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 428 | 21 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 76.159 | 4,42 | 3.767 | 14,09 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 8 | 0 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 4.278 | 212 | ||||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 2.298.708 | 0,71 | 113.838 | 10,20 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 13.688 | 3,36 | 677 | 13,02 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 73.253 | 6,14 | 3.623 | 16,01 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 4.568 | 231 | ||||||
| 2025-08-14 | 13F | Wexford Capital Lp | 209.092 | 10.342 | ||||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 130.597 | 6.459 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 210.982 | 11,37 | 10 | 25,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 333.313 | 12,44 | 16.486 | 22,88 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 15.341 | 484,20 | 759 | 542,37 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 6.815 | 13,30 | 337 | 23,90 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 21.416 | 1,25 | 1.059 | 10,66 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3.880.468 | 9,24 | 191.928 | 19,38 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 779.527 | 6,61 | 38.555 | 17,12 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 153.015 | 13,66 | 6.925 | 11.637,29 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 226.793 | 86,62 | 11.217 | 103,95 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 24.126 | 4,94 | 1.193 | 14,71 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13.177.456 | 1,29 | 651.738 | 10,69 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 282.684 | 0,36 | 13.982 | 9,68 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 819.916 | 0,19 | 40.553 | 9,48 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 23.911 | 13,56 | 1.183 | 118.100,00 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 13.232 | 0,28 | 654 | 9,55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15.378 | 384,04 | 761 | 431,47 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 101.016 | 382,84 | 4.996 | 428,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 53.700 | 87,76 | 2.656 | 105,26 | |||
| 2025-07-10 | 13F | Wedmont Private Capital | 2.608.070 | 6,09 | 129.386 | 22,11 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 28.145 | 6,26 | 1.392 | 16,19 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 155.208 | 2,00 | 7.672 | 11,01 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 4.095 | 203 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 58 | 3 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2.816 | 1,00 | 139 | 10,32 | ||||
| 2025-08-26 | NP | IRMGX - Voya Retirement Moderate Growth Portfolio Class ADV | 479.863 | 23.734 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 898.476 | 38 | ||||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 315.420 | 0,82 | 15.926 | 12,74 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 5.486 | 21,72 | 271 | 32,84 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 141.046 | 2,29 | 6.976 | 11,79 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 13.688 | 44,18 | 677 | 57,81 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 3.764.989 | 17,48 | 186.216 | 28,38 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 44.069.408 | 1,26 | 2.179.673 | 10,66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 271.169 | 12,95 | 13.412 | 23,43 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 580 | 29 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14.391 | 75,09 | 712 | 91,64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 90.300 | 188,50 | 4.466 | 215,40 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 215.382 | 0,97 | 10.653 | 10,33 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 210.864 | 3,41 | 10.429 | 13,01 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 385.194 | 6,71 | 19.040 | 16,55 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 28.021 | 1,13 | 1.386 | 10,45 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 12.139 | 0,01 | 600 | 9,29 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 7.128 | 1,95 | 353 | 11,39 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 63.756 | 0,74 | 3.153 | 10,09 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 45.349 | 1,83 | 2.243 | 11,27 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 653.298 | 21,58 | 32.312 | 32,86 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 2.502 | 2,54 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 483 | 16,67 | 24 | 27,78 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1.916 | 36,27 | 95 | 49,21 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 9.895 | 3,66 | 499 | 15,28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 22.300 | 5,69 | 1.103 | 15,51 | |||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 423 | 4,70 | 21 | 11,11 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1.042.507 | 3,20 | 51.562 | 12,77 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 239.480 | 5,35 | 12 | 10,00 | ||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 377.829 | 1.758,11 | 17.097 | 1.795,34 | ||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 35.556 | 7,86 | 1.609 | 9,91 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 4.774 | 236 | ||||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 86.686 | 1,99 | 4.287 | 11,47 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 8.797 | 0,11 | 435 | 9,57 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 267.408 | 1,61 | 13.226 | 11,04 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26.181 | 1.295 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 64.993 | 133,08 | 3 | 200,00 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 36.727 | 1.817 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.708.151 | 14,49 | 84 | 25,37 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 4.171 | 206 | ||||||
| 2025-08-14 | 13F | Seven Mile Advisory | 14.959 | 0,08 | 740 | 9,32 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 8.933 | 34,13 | 442 | 53,66 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 135.761 | 24,70 | 6.715 | 36,27 | ||||
| 2025-07-28 | 13F | Td Asset Management Inc | 712.600 | 6,35 | 35.245 | 16,22 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 179.171 | 0,95 | 8.862 | 10,32 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 9.073 | 36,40 | 449 | 48,84 | ||||
| 2025-08-04 | 13F | Balentine LLC | 11.439 | 1,22 | 566 | 10,57 | ||||
| 2025-07-23 | 13F | Cohen Investment Advisors LLC | 14.954 | 4,13 | 740 | 13,87 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 46.341 | 112,98 | 2.292 | 132,93 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 197.720 | 2,73 | 9.779 | 12,27 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 36.195 | 0,06 | 1.790 | 18,54 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 7.168 | 12,92 | 355 | 23,34 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20.613 | 45,37 | 1.020 | 58,97 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 6.487 | 11,04 | 321 | 21,21 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 19.915 | 4,04 | 985 | 13,63 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 415 | 62,11 | 21 | 81,82 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 131.321 | 5,95 | 6.495 | 15,78 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3.304.750 | 4.672,34 | 70 | -97,80 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 280.375 | 3,36 | 13.867 | 12,95 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 6.261 | 310 | ||||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 10.131 | 0,17 | 459 | |||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 181.213 | 1,42 | 8.963 | 10,82 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 3.337 | 8,41 | 165 | 18,71 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 7.477 | 0,42 | 370 | 9,50 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 22.886 | 6,43 | 1.132 | 16,24 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 90.372 | 2,74 | 4.470 | 12,26 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 10.237 | 451 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 2.166.641 | 21,10 | 107.162 | 32,33 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 166.827 | 8,39 | 8.251 | 18,46 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 214.088 | 43,27 | 10.589 | 56,56 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 53.982 | 29,59 | 2.670 | 41,59 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 218.091 | 1,39 | 10.787 | 10,80 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8.182 | 7,57 | 370 | 11,45 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 25.087 | 6,37 | 1.241 | 16,21 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 7.595 | 376 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 33.093 | 9,01 | 1.637 | 19,07 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 277.061 | 307.745,56 | 13.703 | 342.475,00 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 59.557 | 1,65 | 2.946 | 11,09 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 269.164 | 90,97 | 13.313 | 108,68 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 7.541 | 0,28 | 373 | 9,41 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 60.749 | 6,59 | 3.005 | 16,48 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 18.381 | 18,79 | 909 | 29,86 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 16.588 | 0,05 | 820 | 9,33 | ||||
| 2025-08-14 | 13F | RPTC Inc. | 221.235 | 0,21 | 10.942 | 9,51 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 52.062 | 28,53 | 3 | 100,00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 37.369 | 0,01 | 1.848 | 9,28 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 4.570 | 226 | ||||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 514.105 | 2,15 | 25.428 | 11,62 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 14.323 | 6,52 | 708 | 16,45 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 252.600 | 15,50 | 12.494 | 26,22 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 5.716 | 9,84 | 283 | 20,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 194.632 | 12,53 | 9.627 | 22,97 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 134.141 | 0,45 | 6.635 | 9,76 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 2.144.527 | 8,60 | 106.068 | 18,68 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 16.249 | 5,75 | 804 | 15,54 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 17.595 | 0,47 | 1 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1.228 | 61 | ||||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 6.190 | 306 | ||||||
| 2025-08-15 | 13F | Orcam Financial Group | 29.274 | 6,18 | 1.448 | 16,04 | ||||
| 2025-08-28 | NP | DMCY - DEMOCRACY INTERNATIONAL FUND Shares | 17.233 | 10,33 | 852 | 20,68 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 1.388.750 | 0,49 | 68.688 | 9,81 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 26.955 | 0,28 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 527.027 | 0,37 | 26.586 | 11,87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 202.372 | 21,51 | 10.009 | 32,80 | ||||
| 2025-08-13 | 13F | Westerkirk Capital Inc. | 958.700 | 47.417 | ||||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 92.133 | 5,04 | 4.557 | 14,76 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 202.893 | 6,48 | 10.035 | 16,37 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 30.204 | 37,65 | 1.494 | 50,35 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 28.293 | 14,57 | 1.399 | 25,25 | ||||
| 2025-08-14 | 13F | Bank of Marin | 9.299 | 460 | ||||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 55.498 | 16,57 | 2.745 | 27,39 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 37.494 | 32,41 | 1.854 | 44,73 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 60.502 | 4,59 | 2.992 | 14,29 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 211.997 | 3,53 | 10.485 | 13,14 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 166.801 | 6,07 | 8.250 | 15,91 | ||||
| 2025-07-09 | 13F | Exchange Bank | 8.133 | 0,71 | 402 | 10,14 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 580 | 33,64 | 26 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 318.651 | 3,16 | 16 | 7,14 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 582.881 | 7,82 | 28.829 | 17,82 | ||||
| 2025-08-13 | 13F | Arrowstreet Capital, Limited Partnership | 494.297 | 24.448 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 48.817 | 3,20 | 2.414 | 12,80 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 136.975 | 3,22 | 6.775 | 12,81 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 260.603 | 12,00 | 12.889 | 22,40 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 148.145 | 0,33 | 7.327 | 9,65 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 2.732.837 | 5,46 | 135.166 | 15,24 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 20.539 | 2,86 | 1.016 | 12,40 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 381.238 | 0,13 | 18.856 | 9,43 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 277.657 | 19,80 | 13.733 | 30,92 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 172.044 | 9,66 | 8.509 | 19,83 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 16.854 | 2,03 | 834 | 11,51 | ||||
| 2025-08-01 | 13F | Fire Capital Management LLC | 62.938 | 47,60 | 3.113 | 61,33 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 62.843 | 20,22 | 3.108 | 31,42 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.174.659 | 14,92 | 58.099 | 25,59 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 159.522 | 9,93 | 7.890 | 20,13 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 9.539 | 124,39 | 472 | 145,31 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 141.952 | 125,32 | 7.021 | 146,23 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 108.964 | 1,11 | 5.389 | 10,50 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 10.848 | 3,00 | 537 | 12,61 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 10.389 | 7,09 | 514 | 16,86 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 21.542 | 1 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 108.960 | 5.389 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1.542.772 | 8.535,72 | 76.306 | 9.343,69 | ||||
| 2025-07-23 | 13F | Cohen Capital Management, Inc. | 14.817 | 0,05 | 733 | 9,25 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 44.905 | 2,98 | 2.221 | 12,57 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 67.221 | 66,79 | 3.325 | 82,24 | ||||
| 2025-07-29 | NP | JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 | 197.961 | 0,72 | 9.304 | 5,84 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 108.842 | 0,48 | 5.383 | 9,81 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 9.346 | 16,01 | 462 | 26,92 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 15.316 | 4,81 | 758 | 14,52 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 67.327 | 3,33 | 3.330 | 12,92 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 67.758 | 0,34 | 3.414 | 12,68 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 513.043 | 2,66 | 25.375 | 12,19 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 7.045 | 49,67 | 319 | 53,62 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 9.184 | 0,27 | 454 | 9,66 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 4.200 | 2.000,00 | 208 | 2.200,00 | |||
| 2025-08-11 | 13F | One Capital Management, LLC | 35.262 | 2,26 | 1.744 | 11,79 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 162.295 | 1,23 | 8.027 | 10,63 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7.488.072 | 1,54 | 370.366 | 10,96 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 16.451 | 1,59 | 814 | 11,07 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 92.937 | 40,61 | 4.590 | 53,31 | ||||
| 2025-06-03 | 13F | Invst, LLC | 133.202 | 1.799,90 | 6.029 | 1.857,14 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4.141.888 | 2,91 | 204.858 | 12,46 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 12.882 | 0,08 | 637 | 9,45 | ||||
| 2025-07-29 | 13F | Creekside Partners | 61.695 | 2,15 | 3.051 | 11,64 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 269.931 | 3,90 | 13.351 | 13,54 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 15.061 | 2,76 | 745 | 12,22 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 15.268 | 1.291,80 | 630 | 1.185,71 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 20.919 | 0,89 | 1.035 | 10,23 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 438.874 | 2,81 | 22.273 | 15,29 | ||||
| 2025-08-12 | 13F | NDVR, Inc. | 177.227 | 2,13 | 8.766 | 11,60 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1.950 | 0,05 | 96 | 9,09 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 382.735 | 200,17 | 18.930 | 228,08 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 135.099 | 4,77 | 6.682 | 14,48 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 1.389.256 | 4,79 | 68.713 | 14,51 | ||||
| 2025-08-07 | 13F | Nwam Llc | 62.577 | 21,70 | 3.133 | 34,59 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 9.318 | 461 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 4.396 | 217 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 229.457 | 4,99 | 11.349 | 17,91 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1.581.292 | 5,65 | 78.211 | 15,45 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 14.618 | 2,11 | 723 | 11,59 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 221.336 | 18,17 | 11 | 25,00 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 189.123 | 5,08 | 9.354 | 14,84 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 1.757.212 | 2,42 | 87 | 11,69 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 6.575 | 0,12 | 325 | 12,46 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 118.399 | 2,62 | 5.359 | 5,45 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 5.173 | 0,29 | 256 | 9,44 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 86.743 | 4.290 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 76.494 | 78,80 | 3.783 | 95,40 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 153.169 | 7,15 | 7.576 | 17,10 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 276.131 | 93,20 | 13.657 | 111,15 | ||||
| 2025-07-17 | 13F | SWS Partners | 93.905 | 12,71 | 4.645 | 23,15 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 54.990 | 4,06 | 2.720 | 13,58 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 7.401 | 14,71 | 366 | 25,34 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 159.826 | 1,00 | 7.905 | 10,36 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 65.798 | 10,54 | 3.254 | 20,65 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5.992 | 0,02 | 296 | 9,23 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 9.808 | 2,79 | 485 | 12,53 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 119.782 | 15,70 | 5.924 | 27,32 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 342.320 | 5,99 | 16.931 | 15,81 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 8.779 | 87,83 | 434 | 105,69 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 66.398 | 2,05 | 3.321 | 12,81 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 16.645 | 25,29 | 823 | 36,94 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 58 | 81,25 | 3 | 100,00 | ||||
| 2025-08-14 | 13F | Nepc Llc | 2.234.655 | 5,74 | 110.526 | 15,55 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 295.512 | 6,76 | 14.616 | 16,68 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 11.814 | 0,10 | 584 | 9,36 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 281.298 | 0,05 | 13.913 | 9,33 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 354.584 | 4,66 | 17.538 | 14,37 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 159.631 | 1,89 | 7.895 | 11,35 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 4.730 | 234 | 5,91 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12.800.927 | 8,89 | 633.134 | 19,00 | ||||
| 2025-08-07 | 13F | Laffer Investments | 14.421 | 131,59 | 713 | 153,74 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 17.330 | 4,17 | 857 | 13,96 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 251.653 | 1,65 | 12.447 | 11,09 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 216.086 | 0,38 | 10.688 | 9,70 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 6.937 | 6,79 | 343 | 17,06 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 11.113 | 10,22 | 550 | 20,39 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 133.405 | 4,78 | 6.598 | 14,51 | ||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 42.710 | 2,63 | 2.112 | 12,16 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 111.601 | 6,10 | 5.520 | 15,95 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 109.951 | 3,95 | 5.438 | 13,60 | ||||
| 2025-08-14 | 13F | Wit, Llc | 36.463.364 | 5,92 | 1.803.478 | 15,74 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 19.795 | 3,57 | 979 | 13,18 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 250.180 | 3,91 | 12.374 | 13,55 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 220.924 | 1,85 | 10.927 | 11,30 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 163.277 | 56,34 | 8.076 | 70,86 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 28.233 | 2,49 | 1.396 | 12,04 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 74.746 | 0,60 | 3.697 | 9,93 | ||||
| 2025-07-18 | 13F | Columbia Asset Management | 14.423 | 0,29 | 713 | 9,69 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 30.686 | 6,02 | 1.518 | 15,89 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 7.998 | 372 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 7.185 | 0,07 | 355 | 9,57 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 5.308 | 53,06 | 263 | 67,95 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 41.746 | 1,85 | 2.065 | 11,27 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 3.973 | 204 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 150.998 | 0,47 | 7.468 | 9,79 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 138.033 | 1,62 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13.378.222 | 1,48 | 661.686 | 10,90 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 141.095 | 0,29 | 6.979 | 9,60 | ||||
| 2025-08-14 | 13F | Parkwood LLC | 1.190.229 | 1.229,79 | 59 | 1.350,00 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 216.925 | 1,62 | 10.729 | 11,05 | ||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 33.597 | 2 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 4.498 | 0,02 | 222 | 9,36 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 414.046 | 19,23 | 20.479 | 30,30 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 41.089 | 14,33 | 2.032 | 24,97 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 119.697 | 5.920 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 462 | 23 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 3.517 | 0,43 | 159 | 3,25 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 216.073 | 6,16 | 10.687 | 16,01 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 114.102 | 8,77 | 5.643 | 22,14 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 757 | 27,66 | ||||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 5.409 | 7,75 | 268 | 17,62 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 9.374 | 13,65 | 464 | 24,13 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 6.477 | 14,03 | 320 | 24,51 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 321.273 | 0,42 | 15.890 | 9,74 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 61.416 | 1,65 | 3.038 | 11,08 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 94.131 | 0,14 | 4.656 | 9,43 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 91.394 | 29,97 | 4.520 | 42,05 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 10.405 | 5,95 | 1 | |||||
| 2025-05-13 | 13F | Mondrian Investment Partners LTD | 344 | 16 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 150.200 | 1,63 | 7.429 | 11,05 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 6.090 | 3,71 | 301 | 13,58 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 12.176 | 0,22 | 602 | 9,65 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 510.529 | 14,52 | 25.251 | 25,14 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1.817 | 18,37 | 90 | 28,99 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 8.362 | 12,71 | 414 | 33,12 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 78.719 | 1,51 | 3.893 | 10,94 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1.332.571 | 5,39 | 65.909 | 15,17 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 4.541 | 226 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 12.248 | 5,96 | 606 | 15,68 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 34.640 | 334,09 | 1.713 | 374,52 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 173.896 | 14,13 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 644 | 86,13 | 32 | 106,67 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 232.790 | 12,50 | 11.514 | 22,94 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 6.264 | 0,24 | 310 | 9,57 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 218.130 | 9,65 | 10.789 | 19,83 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 4.406 | 218 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 421.915 | 196,95 | 20.868 | 224,53 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 15.034 | 744 | ||||||
| 2025-08-04 | 13F | Human Investing LLC | 357.736 | 3,91 | 17.700 | 13,59 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 3.226.154 | 2,01 | 159.566 | 11,47 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 5.873 | 0,15 | 290 | 9,43 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 302.086 | 905,14 | 14.941 | 998,60 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 12.892 | 84,43 | 583 | 89,90 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 11.454 | 37,62 | 567 | 50,53 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 19.330 | 38,99 | 956 | 51,99 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1.009.063 | 1,29 | 49.908 | 10,70 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 306.874 | 1,98 | 15.178 | 11,47 | ||||
| 2025-08-08 | 13F | Canada Post Corp Registered Pension Plan | 170.000 | 8.408 | ||||||
| 2025-08-08 | 13F | Brickley Wealth Management | 58.334 | 0,15 | 2.885 | 9,45 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 19.269 | 2,32 | 953 | 11,85 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 4.267 | 211 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 140.600 | 0,73 | 6.954 | 10,08 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 121.274 | 1,98 | 5.998 | 11,45 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 635.173 | 5,08 | 31.343 | 14,37 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 28.954 | 1,49 | 1.432 | 10,92 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1.880 | 14,22 | 93 | 25,68 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 238.188 | 7,19 | 11.781 | 17,14 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 14.566 | 0,17 | 720 | 9,42 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 4.417 | 218 | ||||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 5.527 | 0,09 | 273 | 9,64 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 2.448 | 434,50 | 72 | 260,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1.676.535 | 2,78 | 82.921 | 12,32 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 3.768 | 2,17 | 186 | 12,05 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 60.362 | 23,78 | 2.985 | 35,25 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 267 | 13 | ||||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 4.261 | 211 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 19.397 | 8,31 | 963 | 18,89 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4.600 | 4.846,24 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 34.088 | 16,76 | 1.686 | 27,55 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45.479.372 | 0,13 | 2.249.410 | 9,42 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 399.555 | 1,71 | 19.762 | 11,15 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 259.493 | 6,79 | 12.835 | 16,69 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 41.815 | 23,26 | 2.068 | 34,72 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1.933.506 | 5,92 | 94.297 | 14,25 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 7.830 | 0,77 | 387 | 10,26 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 84.768 | 2,42 | 4.193 | 11,94 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 4.088 | 202 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 26.669 | 10,20 | 1.319 | 20,46 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 23.481 | 1,75 | 1.161 | 11,21 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 4.661 | 0,02 | 231 | 9,52 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 47.689 | 0,18 | 2.359 | 9,47 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 25.645 | 4,24 | 1.268 | 13,93 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 1.823 | 6,92 | 90 | 16,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 71.616.772 | 4,52 | 3.542.166 | 14,22 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 49.028 | 17,19 | 2.425 | 28,05 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 7.111 | 29,79 | 352 | 42,11 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 528.209 | 13,75 | 26.125 | 24,30 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 107.272 | 2,42 | 5.306 | 11,92 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 108.170 | 41,34 | 5.350 | 54,49 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 18.340 | 13,62 | 907 | 24,25 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 14.880 | 1,26 | 736 | 10,53 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 155.423 | 4,01 | 7.687 | 13,68 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 25.087 | 4,54 | 1.241 | 14,18 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 16.320 | 0,28 | 807 | 9,65 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 34.535.105 | 1,33 | 1.708.106 | 10,73 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 959.147 | 0,53 | 47.439 | 9,86 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 225.902 | 11.173 | ||||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 983.983 | 7,92 | 48.668 | 17,94 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 71.323 | 2,36 | 3.528 | 11,86 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 15.110 | 9,96 | 747 | 20,29 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 117.023 | 2,32 | 5.788 | 11,80 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 39.148 | 0,17 | 1.936 | 9,50 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 90.908 | 6,55 | 4.496 | 16,45 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 327.270 | 16.187 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 17.532 | 0,89 | 867 | 10,31 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 323.109 | 2,55 | 15.981 | 11,98 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 6.223 | 0,02 | 308 | 9,25 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 542.921 | 5,65 | 26.853 | 15,45 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 34.623 | 8,64 | 1.712 | 18,72 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 27.785 | 374,55 | 1.374 | 420,45 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Grant Park Dynamic Allocation Fund Class A | 23.351 | 57,27 | 1.155 | 71,73 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 4.679 | 0,21 | 231 | 9,48 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 52.645 | 0,14 | 2.614 | 7,53 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 110.100 | 16,24 | 5 | 25,00 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 248.501 | 1,84 | 12.291 | 11,29 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 106.042 | 0,95 | 5.245 | 10,31 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 608.220 | 0,61 | 30.083 | 9,94 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2.763 | 0,18 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 32.286 | 22,94 | 1.597 | 34,34 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4.178 | 1,80 | 184 | -1,08 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 58.989 | 177,82 | 2.918 | 203,54 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 6.773 | 20,49 | 335 | 31,89 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 25.629 | 306,42 | 1.268 | 344,56 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 218.839 | 1,12 | 10.824 | 10,51 | ||||
| 2025-07-14 | 13F | Friday Financial | 22.539 | 2,86 | 1.115 | 11,96 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 199.516 | 1,20 | 9.030 | 4,01 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1.227 | 61 | ||||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 24.177 | 11,99 | 1 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 91.635 | 1,33 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 5.408 | 5,25 | 267 | 15,09 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 32.725 | 2,71 | 1.619 | 12,21 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 5.628 | 278 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 3.801 | 1,66 | 188 | 11,24 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 23.187 | 1,13 | 1.147 | 10,51 | ||||
| 2025-08-07 | 13F | S&co Inc | 111.972 | 0,54 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 11.045 | 0,11 | 546 | 9,42 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 61.403 | 8,00 | 3.037 | 17,99 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 5.595 | 2,12 | 277 | 11,74 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1.259.850 | 3,53 | 62.312 | 13,14 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 449 | 483,12 | 22 | 633,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 44.048.578 | 0,55 | 2.178.569 | 9,88 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2.490.439 | 0,34 | 123.177 | 9,66 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 102.872 | 24,07 | 5.088 | 35,61 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 594.759 | 4,12 | 26.627 | 2,07 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 101.344 | 14,73 | 5.012 | 25,39 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 264.129 | 0,01 | 13.064 | 9,29 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 37.632 | 18,71 | 1.861 | 8,13 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5.748 | 284 | ||||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 69.675 | 32,62 | 3.446 | 44,91 | ||||
| 2025-07-09 | 13F | First Bank & Trust | 454.945 | 0,06 | 22.502 | 9,34 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 12.604 | 623 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 44.052 | 0,98 | 2.179 | 10,33 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 12.765 | 1,73 | 631 | 11,29 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 71.247 | 11,63 | 3.524 | 21,99 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 21.717 | 13,02 | 1.074 | 9,37 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 213.853 | 95,58 | 10.650 | 115,22 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 76.286 | 0,09 | 3.773 | 9,39 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 4.982 | 246 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 919 | 45 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7.121 | 2,59 | 352 | 12,10 | ||||
| 2025-08-14 | 13F | East Coast Asset Management, LLC. | 4.337 | 215 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 119.821 | 6,67 | 5.926 | 16,58 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 11.594 | 2,16 | 573 | 11,70 | ||||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 19.375 | 1,25 | 962 | 11,21 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 13.024 | 14,00 | 644 | 24,56 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6.263 | 0,21 | 310 | 9,57 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 20.710 | 3,20 | 1.024 | 12,78 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 3.832 | 93,93 | 190 | 112,36 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 4.347 | 215 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 109.602 | 32,81 | 5.421 | 45,11 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 53.492 | 2.646 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 8 | 0 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 65.377 | 5,63 | 3.234 | 15,42 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 236.825 | 20,68 | 11.713 | 31,87 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1.296 | 64 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 7.372 | 1,58 | 365 | 10,98 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 101.166 | 19,94 | 5.004 | 31,07 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 600 | 30 | ||||||
| 2025-07-21 | 13F | Family CFO Inc | 71.994 | 0,29 | 3.561 | 9,61 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 204.717 | 4.195,36 | 10.125 | 4.609,30 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 11.050 | 0,02 | 547 | 9,20 | ||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 4.256 | 215 | ||||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 7.595 | 0,26 | 344 | 3,00 | ||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 85.777 | 8,30 | 4.243 | 18,36 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 8.732 | 2,61 | 432 | 11,95 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 12.495 | 19,44 | 618 | 30,44 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 25.873 | 460,26 | 1.280 | 511,96 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5.024 | 249 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2.383.174 | 12,27 | 117.914 | 22,67 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 44.509 | 18,32 | 2.201 | 29,32 | ||||
| 2025-09-03 | 13F | American Trust | 211.265 | 10.449 | ||||||
| 2025-08-26 | NP | ISNKX - Voya Solution 2040 Portfolio Class ADV | 16.937 | 0,54 | 838 | 9,84 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 15.073 | 1,76 | 746 | 11,19 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 72.862 | 23,87 | 3.604 | 35,35 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 443.983 | 15,26 | 21.959 | 25,96 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1.161.374 | 3,63 | 57.442 | 13,25 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 3.687.220 | 4,98 | 182.370 | 14,72 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 157.600 | 7.795 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5.854 | 69,48 | 290 | 85,26 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 66.886 | 9,25 | 3.308 | 19,38 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 65.453 | 3.237 | ||||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 49.782 | 2,92 | 2.462 | 12,47 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 362.732 | 15,87 | 17.941 | 26,62 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 230.045 | 48,81 | 11.378 | 62,64 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 109.487 | 42,87 | 5.415 | 56,14 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 5.338 | 0,36 | 264 | 10,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 41.198 | 68,76 | 2.038 | 84,51 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 169.087 | 5,33 | 8.363 | 15,11 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 28.824 | 13,79 | 1.426 | 24,35 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 244.725 | 13,23 | 12.104 | 23,74 | ||||
| 2025-07-16 | 13F | Novem Group | 25.121 | 6,02 | 1.242 | 15,86 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 7.333 | 14,27 | 363 | 24,83 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 260.189 | 4,67 | 12.869 | 14,37 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 147.365 | 2,55 | 7.289 | 12,05 | ||||
| 2025-07-15 | 13F | Maseco Llp | 36.111 | 1.786 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 159.256 | 0,02 | 7.877 | 9,30 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 190 | 9 | ||||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 181.432 | 2,95 | 8.974 | 12,50 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 113.003 | 4,00 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 25.375 | 5,42 | 1.255 | 15,15 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 241.765 | 7,16 | 11.958 | 18,49 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 4.370 | 216 | ||||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 2.400 | 0 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 111.608 | 3,81 | 5.520 | 13,46 | ||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 4.319 | 214 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 63.487 | 5,75 | 3.140 | 15,57 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 38.220 | 28,83 | 1.890 | 40,83 | ||||
| 2025-08-11 | 13F | Tamar Securities, LLC | 157.681 | 2,56 | 7.799 | 12,07 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 80.803 | 54,97 | 3.997 | 69,39 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 4.676 | 1,81 | 231 | 11,59 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 120.283 | 3,24 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 35.313 | 0,46 | 1.747 | 9,81 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 115.027 | 3,82 | 5.689 | 13,46 | ||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 4.112 | 203 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 5.513 | 19,12 | 273 | 30,14 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1.839 | 91 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 37.480 | 26,44 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 43.021 | 12,78 | 2.128 | 23,23 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 96.774 | 3,72 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 21.533 | 53,11 | 1.065 | 67,45 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 172.248 | 2,60 | 8.554 | 13,16 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 29.200 | 1.444 | ||||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 141.200 | 0,25 | 6.984 | 9,55 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 213 | 11 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 524.429 | 2,52 | 26.662 | 16,16 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 53.060 | 118,71 | 2.624 | 138,98 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 37.419 | 6,63 | 1.851 | 16,50 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 205.603 | 50,02 | 10.169 | 63,96 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 219.664 | 12,06 | 10.865 | 22,45 | ||||
| 2025-06-26 | NP | ARP - PMV Adaptive Risk Parity ETF | 45.838 | 585,79 | 2.074 | 600,68 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 4.213 | 208 | ||||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 68.442 | 32,30 | 3.385 | 44,60 | ||||
| 2025-08-12 | 13F | Cadence Wealth Management LLC | 62.928 | 17,37 | 3.112 | 28,28 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 37.688 | 3,83 | 1.864 | 13,52 | ||||
| 2025-08-07 | 13F | Commerce Bank | 1.012.014 | 0,31 | 50.054 | 9,62 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 5.621 | 278 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 18.562.113 | 6,44 | 918.082 | 16,32 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 1.891.839 | 1,20 | 93.570 | 10,60 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 23.018 | 31,56 | 1.138 | 43,87 | ||||
| 2025-08-14 | 13F | UBS Group AG | Call | 89.500 | 4.427 | |||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 132.021 | 7 | ||||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 290.382 | 11,60 | 14.362 | 21,96 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 34.118 | 1,41 | 1.687 | 10,84 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 14.483 | 34,65 | 716 | 47,33 | ||||
| 2025-07-30 | 13F | Connors Investor Services Inc | 187.177 | 3,41 | 9.258 | 13,00 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 101.095 | 85,73 | 5.000 | 103,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 80.772 | 4,75 | 3.995 | 14,50 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 1.345.970 | 1,26 | 66.571 | 10,65 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 203.828 | 10,66 | 10.081 | 20,93 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 151.559 | 0,69 | 7.496 | 10,04 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 28.334 | 6,58 | 1.452 | 25,52 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 27.983 | 3,47 | 1.384 | 22,59 | ||||
| 2025-07-16 | 13F | Cabana Llc | 7.236 | 358 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 150 | 7 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 90.623 | 0,95 | 4.482 | 10,31 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 11.030 | 1,86 | 546 | 11,22 |
