Statistiche di base
Proprietari istituzionali | 1005 total, 1005 long only, 0 short only, 0 long/short - change of 1,72% MRQ |
Allocazione media del portafoglio | 0.4740 % - change of -7,57% MRQ |
Azioni istituzionali (Long) | 101.135.009 (ex 13D/G) - change of -8,51MM shares -7,76% MRQ |
Valore istituzionale (Long) | $ 10.469.941 USD ($1000) |
Proprietà istituzionale e azionisti
iShares Trust - iShares MSCI EAFE Growth ETF (US:EFG) ha 1005 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 101,135,009 azioni. I maggiori azionisti includono Envestnet Asset Management Inc, LPL Financial LLC, Jones Financial Companies Lllp, Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, Park Avenue Securities Llc, Cwm, Llc, Envestnet Portfolio Solutions, Inc., and Us Bancorp \de\ .
(iShares Trust - iShares MSCI EAFE Growth ETF (BATS:EFG) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
The share price as of September 5, 2025 is 111,68 / share. Previously, on September 6, 2024, the share price was 101,56 / share. This represents an increase of 9,97% over that period.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Load AllData di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 14.654 | 6,58 | 1.641 | 19,43 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 17.824 | 4,15 | 1.996 | 16,66 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 5.877 | 0,00 | 658 | 12,10 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 2.539 | 284 | ||||||
2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 5.450 | 0,00 | 610 | 11,93 | ||||
2025-07-18 | 13F | Community Financial Services Group, LLC | 2.033 | 0,00 | 228 | 11,82 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 490.315 | 4,85 | 54.915 | 17,43 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 11.202 | 1,26 | 1.250 | 13,02 | ||||
2025-08-15 | 13F | Montag & Caldwell, Llc | 7.733 | 237,10 | 866 | 278,17 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 9.309 | 9,57 | 1.026 | 20,28 | ||||
2025-08-06 | 13F | North Capital, Inc. | 10 | 0,00 | 1 | 0,00 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 95.131 | 9,59 | 9.513 | 13,18 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.205 | 0,08 | 135 | 11,67 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 9 | 0,00 | 1 | |||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 3.296 | -1,76 | 369 | 10,15 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 8.540 | 1,04 | 854 | 4,28 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 2.125 | 0,00 | 238 | 12,26 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 493 | 0,00 | 55 | 12,24 | ||||
2025-08-06 | 13F | Miller Investment Management, LP | 2.250 | 0,00 | 252 | 12,00 | ||||
2025-08-12 | 13F | Athena Investment Management | 4.619 | 0,00 | 517 | 12,15 | ||||
2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 14.052 | 1.363 | ||||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 39.907 | 77,09 | 4.470 | 98,36 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1.331 | 101,67 | 149 | 125,76 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 134.043 | -5,77 | 15.013 | 5,53 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 77 | 9 | ||||||
2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 1.977 | 221 | ||||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 870.647 | 94,03 | 97.512 | 117,31 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 39.713 | 14,79 | 4.448 | 32,79 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 35.289 | -82,65 | 3.953 | 14,48 | ||||
2025-07-11 | 13F | Westfuller Advisors, LLC | 3.292 | 0,00 | 369 | 11,85 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 29.206 | 12,24 | 3.271 | 25,71 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 54 | 0,00 | 6 | 20,00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 4.658.236 | -12,09 | 520.435 | -2,59 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 10.306 | 2,10 | 1.154 | 14,37 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 27.499 | -44,21 | 3.080 | -37,52 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 55.512 | -5,93 | 6.217 | 5,36 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 292.513 | 20,03 | 32.761 | 34,44 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 89.392 | 6,38 | 10.012 | 19,14 | ||||
2025-08-12 | 13F | Change Path, LLC | 171.466 | -3,97 | 19.204 | 7,56 | ||||
2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Foundation Wealth Management, LLC | 24.672 | -2,72 | 2.763 | 8,95 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 142 | 0,71 | 16 | 7,14 | ||||
2025-05-02 | 13F | Dakota Wealth Management | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 1.927 | -15,59 | 216 | -14,34 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 13.976 | 1.565 | ||||||
2025-08-26 | NP | CRTOX - Conquer Risk Tactical Opportunities Fund | 90.361 | 10.120 | ||||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 5.545 | -2,31 | 612 | 1,66 | ||||
2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Lmcg Investments, Llc | 6.944 | -11,28 | 778 | -0,64 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 1.598.189 | 1,06 | 179 | 12,66 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 53 | 6 | ||||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 13.166 | -29,83 | 1.462 | -25,08 | ||||
2025-05-14 | 13F | Colonial Trust Advisors | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Synovus Financial Corp | 7.144 | -1,53 | 800 | 10,34 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 16.888 | -2,79 | 1.891 | 8,87 | ||||
2025-07-29 | 13F | Yoffe Investment Management, LLC | 2.358 | 0,00 | 264 | 12,34 | ||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 64.306 | 0,17 | 7.202 | 12,20 | ||||
2025-07-10 | 13F | Triangle Securities Wealth Management | 2.394 | 268 | ||||||
2025-08-07 | 13F | Future Fund LLC | 4.128 | 462 | ||||||
2025-08-13 | 13F | Colonial Trust Co / SC | 360 | -3,74 | 40 | 8,11 | ||||
2025-07-15 | 13F | McAdam, LLC | 39.069 | 2,47 | 4.376 | 14,77 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 16.770 | -6,52 | 1.878 | 4,68 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 767 | 0,00 | 77 | 2,70 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 10.245 | 48,41 | 1.147 | 66,23 | ||||
2025-08-12 | 13F | LPL Financial LLC | 6.074.325 | 5,66 | 680.324 | 18,33 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 314.718 | 23,32 | 35.249 | 38,11 | ||||
2025-07-08 | 13F | Hickory Point Bank & Trust | 4.174 | 0,00 | 467 | 11,99 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 345 | 0,00 | 39 | 11,76 | ||||
2025-07-21 | 13F | Riverview Trust Co | 248 | 0,00 | 28 | 12,50 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 2.920 | -6,02 | 327 | 5,48 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 219.785 | -67,43 | 25 | -64,71 | ||||
2025-07-02 | 13F | Dentgroup LLC | 6.825 | -39,06 | 764 | -31,72 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 929.210 | 0,65 | 104 | 13,04 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 11.147 | -1,62 | 1.248 | 10,15 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | DRW Securities, LLC | 5.156 | 0,00 | 577 | 12,04 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 153.661 | -4,97 | 17.119 | 5,88 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3.373 | -0,27 | 378 | 11,54 | ||||
2025-05-12 | 13F | FF Advisors,LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Gts Securities Llc | 6.246 | 63,51 | 700 | 82,98 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 66.205 | -11,01 | 7.415 | -0,34 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 97 | -61,35 | 11 | -60,00 | ||||
2025-07-17 | 13F | White Pine Investment CO | 55.095 | -0,25 | 6 | 20,00 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 10.469 | 1.173 | ||||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 28.202 | -7,78 | 3.159 | 3,27 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 2.591 | -0,19 | 290 | 11,97 | ||||
2025-07-18 | 13F | Ewa, Llc | 7.316 | 21,79 | 819 | 36,50 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 45.938 | 9,18 | 5.145 | 22,30 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 157 | 0,00 | 18 | 6,25 | ||||
2025-08-14 | 13F | Comerica Bank | 56.894 | -7,73 | 6.372 | 3,34 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 171.319 | 1,98 | 19.188 | 14,22 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 10.980 | 5,68 | 1.192 | 10,58 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 8.794 | -17,03 | 985 | -7,08 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 309 | 0,00 | 35 | 13,33 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 22.755 | 0,86 | 2.549 | 12,94 | ||||
2025-08-11 | 13F | Tidemark, LLC | 666 | -20,24 | 75 | -10,84 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 46.757 | 12,09 | 5.237 | 25,53 | ||||
2025-08-06 | 13F | Axim Planning & Wealth | 1.947 | 218 | ||||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 6.960 | 0,00 | 780 | 11,93 | ||||
2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 53.115 | 0,34 | 5.949 | 12,37 | ||||
2025-07-18 | 13F | First Pacific Financial | 39.325 | -1,24 | 4.404 | 10,63 | ||||
2025-04-22 | 13F | Gpwm Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3.331 | 0,00 | 373 | 12,01 | ||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 9.371 | -1,76 | 1.050 | 10,07 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 2.918 | 327 | ||||||
2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 41.950 | -20,62 | 4.195 | -18,02 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 3.872 | 8,46 | 434 | 21,63 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 212.567 | 4,42 | 23.808 | 16,95 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 4.425 | 3,95 | 496 | 16,47 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 1.934 | -10,83 | 217 | 2,86 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 1.849 | 207 | ||||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 14.621 | -31,02 | 1.638 | -22,75 | ||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 3.663 | 0,00 | 410 | 12,02 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 48.184 | 10,17 | 5.397 | 23,39 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 9.052 | 1.014 | ||||||
2025-08-13 | 13F | VestGen Advisors, LLC | 19.843 | -0,77 | 2.222 | 11,16 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 608.756 | 6,48 | 68.181 | 19,26 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 71.473 | -0,90 | 8.005 | 10,98 | ||||
2025-07-11 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Associated Banc-corp | 6.147 | 7,45 | 688 | 20,28 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 37.886 | 8,31 | 4 | 33,33 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 672.571 | 3,15 | 75.328 | 15,53 | ||||
2025-08-12 | 13F | Personal Cfo Solutions, Llc | 42.163 | 697,18 | 4.722 | 794,32 | ||||
2025-08-11 | 13F | Kingdom Financial Group LLC. | 38.211 | -40,51 | 4.280 | -33,37 | ||||
2025-07-11 | 13F | Essex Savings Bank | 2.657 | -1,45 | 298 | 10,41 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 69.727 | -5,80 | 7.809 | 7,10 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 0 | -100,00 | 0 | |||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 87.299 | 409,33 | 8.730 | 426,16 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 2.473 | 0,00 | 277 | 11,74 | ||||
2025-05-02 | 13F | Catalyst Financial Partners Llc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 437 | 0,00 | 49 | 11,63 | ||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 24.270 | -0,19 | 2.718 | 11,81 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 48.703 | 1,71 | 5.421 | 14,11 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 263 | 0,77 | 29 | 11,54 | ||||
2025-07-28 | 13F | Copia Wealth Management | 7.379 | 1,33 | 826 | 13,46 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 12.378 | 5,52 | 1.386 | 18,16 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 28.060 | 114,44 | 3 | 200,00 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 54.695 | -0,35 | 6.126 | 11,61 | ||||
2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 29.338 | -49,66 | 3.286 | -43,63 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 107.491 | -15,13 | 12.039 | -4,97 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 4.724 | -82,63 | 529 | -80,55 | ||||
2025-07-14 | 13F | Cobblestone Asset Management LLC | 38.119 | -10,49 | 4.269 | 0,26 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 5.326 | 0,70 | 597 | 12,88 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3.573 | -1,89 | 400 | 9,89 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 696 | 0,00 | 78 | 11,59 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 12.341 | 152,58 | 1.382 | 183,20 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 2.588 | 987,39 | 290 | 1.156,52 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 2.997 | -0,79 | 336 | 10,93 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 51.026 | -4,30 | 5.715 | 7,18 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 6.081 | 7,32 | 681 | 20,32 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 24.718 | 7,83 | 2.768 | 20,77 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 597.452 | 12,29 | 66.915 | 25,76 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 52 | 0,00 | 6 | 0,00 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 891 | 100 | ||||||
2025-07-07 | 13F | RDA Financial Network | 6.136 | -1,64 | 687 | 10,27 | ||||
2025-08-15 | 13F | Synergy Financial Group, LTD | 2.473 | 0,00 | 277 | 11,74 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 681 | 0,00 | 76 | 11,76 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 7.755 | -22,60 | 869 | -13,29 | ||||
2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 3.811 | 1,09 | 425 | 25,44 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 173 | -41,75 | 19 | -34,48 | ||||
2025-07-10 | 13F | Trust Point Inc. | 17.887 | 1,00 | 2.003 | 13,10 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 32.578 | 4,67 | 4 | 0,00 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 52.500 | 21,71 | 5.880 | 36,31 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 515 | 58 | ||||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-28 | 13F | FSR Wealth Management Ltd. | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Mcmorgan & Co Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 406 | 0,00 | 45 | 12,50 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 179 | 0,56 | 20 | 11,76 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 2.125 | 0,00 | 238 | 12,26 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 16 | -69,81 | 2 | -80,00 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 460 | 0,00 | 52 | 10,87 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17.802 | -14,18 | 1.994 | -3,86 | ||||
2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Diversified Trust Co | 9.633 | 5,24 | 1.079 | 17,81 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 7.429 | -23,93 | 832 | -14,75 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 1.800 | 202 | ||||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 33.834 | 1,89 | 3.789 | 14,13 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 1.633 | -4,61 | 183 | 6,43 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 2.505 | 0,00 | 281 | 12,00 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 5.109 | 0,00 | 572 | 12,16 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 1.479 | -32,77 | 166 | -25,00 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 23.473 | -15,68 | 2.629 | -5,57 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 3.497 | 62,88 | 392 | 82,71 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 4.666 | 0,26 | 523 | 12,26 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 155 | 0,00 | 17 | 13,33 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 8.000 | -43,25 | 896 | -36,48 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9.222 | -15,80 | 1.033 | -5,75 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10.727 | 1,57 | 1.201 | 13,73 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 497.817 | 4,75 | 55.755 | 17,32 | ||||
2025-08-11 | 13F | Actinver Wealth Management, Inc. | 4.864 | -8,71 | 545 | 2,26 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 3.097 | 347 | ||||||
2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 71.510 | 1,65 | 8.009 | 13,86 | ||||
2025-08-15 | 13F | Morgan Stanley | 4.147.883 | 5,98 | 464.563 | 18,69 | ||||
2025-07-08 | 13F | Atlas Brown,Inc. | 2.051 | 0,15 | 230 | 12,25 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 20.813 | -45,65 | 2.319 | -40,90 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 52.130 | 5,10 | 5.839 | 17,73 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 2.324 | -0,17 | 260 | 12,07 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 4.943 | 1,15 | 554 | 13,32 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 12.777 | 22,36 | 1.431 | 37,07 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 145.454 | -23,95 | 16.291 | -14,82 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9.549 | -1,44 | 1.070 | 10,43 | ||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 5.340 | -15,20 | 598 | -4,93 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 5.932 | -39,17 | 664 | -31,90 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 3.237 | 1,98 | 363 | 14,20 | ||||
2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 7.299 | -3,22 | 818 | 8,36 | ||||
2025-07-29 | 13F | Accretive Wealth Partners, LLC | 2.033 | -13,89 | 228 | -9,20 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 157.936 | -6,50 | 17.689 | 4,71 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 902 | -16,71 | 97 | -11,11 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 5.058 | 3,29 | 567 | 15,75 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0,00 | 0 | |||||
2025-08-08 | 13F | KM Capital Management Ltd. | 30.847 | -36,64 | 3.455 | -29,05 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 13.748 | -19,75 | 1.478 | -19,11 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 9.576 | 387,82 | 1.070 | 442,64 | ||||
2025-06-30 | NP | EAFG - Pacer Developed Markets Cash Cows Growth Leaders ETF | 10 | 1 | ||||||
2025-07-31 | 13F | Wright Fund Managment, LLC | 5.831 | 0,00 | 583 | 0,00 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 20.746 | -35,73 | 2.324 | -28,04 | ||||
2025-07-17 | 13F | Greenleaf Trust | 134.640 | -1,11 | 15.080 | 10,76 | ||||
2025-07-29 | 13F | Private Trust Co Na | 8.483 | 0,55 | 950 | 12,69 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 3.338 | -14,65 | 374 | -4,60 | ||||
2025-08-11 | 13F | Citigroup Inc | 74.247 | 6,37 | 8.316 | 19,14 | ||||
2025-08-14 | 13F | Novus Advisors, Llc | 4.013 | -15,50 | 449 | -5,27 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 22.632 | 6,11 | 2.535 | 18,86 | ||||
2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 17.997 | 4,96 | 2.016 | 17,56 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.167.865 | 0,43 | 130.801 | 12,48 | ||||
2025-08-11 | 13F | Addison Capital Co | 19.589 | 6,53 | 2.194 | 19,37 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 82.638 | 1,82 | 9.255 | 14,03 | ||||
2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 41.426 | 234,11 | 4.627 | 273,45 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 270.429 | 2,06 | 30.288 | 14,31 | ||||
2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 26.207 | 6,16 | 2.935 | 18,92 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 10.284 | -1,00 | 1.152 | 10,89 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 61.310 | -9,25 | 6.131 | -6,28 | ||||
2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 8.999 | 2,96 | 1.008 | 15,35 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 57 | 6 | ||||||
2025-04-18 | 13F | Wagner Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 379.673 | 128,57 | 42.523 | 156,01 | ||||
2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 2.587 | 0,00 | 290 | 12,02 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 84.475 | -3,68 | 9.461 | 7,88 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 53 | 0,00 | 6 | 0,00 | ||||
2025-08-14 | 13F | Quartz Partners, LLC | 3.916 | -0,71 | 439 | 11,17 | ||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 26.583 | -9,54 | 2.586 | -9,14 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 43 | 0,00 | 5 | 0,00 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 309.372 | -11,54 | 34.650 | -0,92 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 158.862 | 49,01 | 17.793 | 66,89 | ||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 7.322 | 0,99 | 820 | 13,10 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 12.459 | 0,06 | 1.395 | 12,05 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 2.025 | -8,25 | 227 | 2,73 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 19.028 | 0,00 | 2.131 | 12,04 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1.967 | 0,00 | 220 | 15,79 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 319 | -0,31 | 36 | 12,90 | ||||
2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 1.755 | 0,00 | 197 | 8,89 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4.581 | 0,20 | 518 | 7,25 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 27.185 | -7,03 | 3.045 | 4,14 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 1.074 | 0,00 | 0 | |||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 15.347 | -5,57 | 1.719 | 5,72 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 27.821 | -0,09 | 3.116 | 11,89 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 5.219 | -30,32 | 585 | -22,03 | ||||
2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 461.405 | 0,99 | 51.677 | 13,11 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 5.884 | 0,00 | 659 | 12,07 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 426 | -21,55 | 46 | -14,81 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10.582 | 13,13 | 1.185 | 26,74 | ||||
2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 66.611 | 71,40 | 7.460 | 98,25 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 195.157 | -31,67 | 22 | -25,00 | ||||
2025-08-06 | 13F | One Wealth Capital Management, Llc | 31.910 | -3,03 | 3.574 | 8,60 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 34.249 | -2,17 | 3.836 | 9,57 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 79.403 | -8,64 | 8.893 | 2,32 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 41.680 | -0,31 | 4.668 | 11,67 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 10.021 | -9,78 | 1.122 | 1,08 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 40.932 | -44,03 | 4.584 | -37,32 | ||||
2025-07-16 | 13F | Plancorp, LLC | 4.566 | -0,50 | 511 | 11,57 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 99.553 | -0,51 | 11.150 | 11,42 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 5.112 | 4,37 | 573 | 16,97 | ||||
2025-07-24 | 13F | Rice Partnership, LLC | 250 | 28 | ||||||
2025-07-24 | 13F | Certus Wealth Management, LLC | 56.722 | -1,90 | 6.353 | 2,77 | ||||
2025-07-31 | 13F | Peterson Wealth Services | 960 | 0,00 | 108 | 11,46 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 2.260 | 0,00 | 253 | 11,95 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 125.864 | 88,68 | 14.097 | 111,33 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 5.347 | 0,00 | 535 | 0,00 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 5.385 | 0,00 | 603 | 12,08 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2.890 | -30,91 | 324 | -22,73 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 20.026 | 3,84 | 2.243 | 16,29 | ||||
2025-04-28 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 3.287 | 0,00 | 368 | 12,20 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 50.847 | -7,00 | 5.695 | 4,15 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 9 | 0,00 | 1 | |||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 28.177 | -8,96 | 3.156 | 1,94 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 109 | -18,05 | 12 | -7,69 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 1.964 | -7,75 | 220 | 3,30 | ||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 4.279 | -6,45 | 479 | 4,81 | ||||
2025-05-15 | 13F | Tanaka Capital Management Inc | 81 | 0,00 | 0 | |||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 9.774 | 23,74 | 1.096 | 42,21 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 17.490 | -1,07 | 1.959 | 10,81 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 42.065 | 1,76 | 4.711 | 13,98 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 485 | 0,00 | 54 | 12,50 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 5.401 | -64,13 | 605 | -59,87 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 29.575 | -0,43 | 3.312 | 11,52 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3.371 | 1,87 | 378 | 14,24 | ||||
2025-08-05 | 13F | Key FInancial Inc | 81.672 | -2,04 | 9.147 | 9,72 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 70.680 | 25,02 | 7.916 | 40,03 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 4.732 | -0,84 | 530 | 10,90 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 100 | 0,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Crewe Advisors LLC | 140 | 16 | ||||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 11.087 | -2,59 | 1.242 | 9,05 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 13.528 | -3,73 | 1.515 | 7,83 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 253 | -38,74 | 28 | -31,71 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 3.474 | 389 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 393.286 | -1,05 | 44.049 | 10,83 | ||||
2025-08-01 | 13F | James Investment Research Inc | 7.235 | 44,87 | 810 | 62,32 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 2.519 | -3,19 | 282 | 8,46 | ||||
2025-05-15 | 13F | Front Row Advisors LLC | 0 | -100,00 | 0 | |||||
2025-07-02 | 13F | InvesTrust | 18.021 | 1,69 | 2.018 | 13,88 | ||||
2025-07-16 | 13F | American National Bank | 2.118 | 0,00 | 237 | 12,32 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 64 | 0,00 | 7 | 16,67 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 229.732 | -7,29 | 25.730 | 3,83 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 39.558 | -1,89 | 4.430 | 9,90 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 103.434 | -4,14 | 11.585 | 7,36 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 7.155 | -2,67 | 801 | 8,98 | ||||
2025-07-28 | 13F | Courier Capital Llc | 83.991 | 6,59 | 9.407 | 19,38 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 5.902 | -1,34 | 661 | 10,54 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 12.185 | 15,17 | 1.365 | 28,92 | ||||
2025-08-12 | 13F | MAI Capital Management | 4.556 | 3,76 | 510 | 16,17 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 3.270 | -11,26 | 366 | -0,54 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 41.826 | -4,90 | 4.684 | 6,53 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 6.140 | 7,04 | 688 | 18,65 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 3.902 | -91,30 | 437 | -90,26 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 40.310 | 6,28 | 4.515 | 19,04 | ||||
2025-07-25 | 13F | Means Investment Co., Inc. | 1.799 | 202 | ||||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1.121 | 0,00 | 126 | 15,74 | ||||
2025-07-10 | 13F | Rockland Trust Co | 6.662 | 0,00 | 746 | 12,01 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 73 | 0,00 | 8 | 14,29 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 44.450 | -1,30 | 4.978 | 10,55 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 749 | 0,00 | 84 | 10,67 | ||||
2025-08-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
2025-04-02 | 13F | Marcum Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 10.469 | -1,95 | 1.173 | 9,84 | ||||
2025-07-24 | 13F | Conning Inc. | 5.226 | 0,00 | 585 | 12,07 | ||||
2025-07-14 | 13F | Mechanics Bank Trust Department | 12.768 | -17,99 | 1.430 | -8,10 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 12.863 | -0,07 | 1.441 | 11,89 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 29.618 | -9,64 | 3.317 | 1,22 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 26.792 | 19,28 | 3.001 | 33,57 | ||||
2025-08-13 | 13F | Haverford Trust Co | 2.397 | 0,00 | 268 | 12,13 | ||||
2025-08-13 | 13F | Alerus Financial Na | 5.335 | 0,66 | 598 | 12,64 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.636 | 0,00 | 183 | 12,27 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 454 | -71,73 | 51 | -67,74 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 6 | -92,68 | 1 | -100,00 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 22.885 | -17,47 | 2.563 | -7,57 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 480 | 0,00 | 0 | |||||
2025-05-01 | 13F | Lane & Associates LLC | 60.440 | -20,67 | 6.044 | -22,05 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 6.510 | 103,44 | 725 | 126,56 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 9.875 | -5,48 | 1.106 | 5,94 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 120.993 | 0,38 | 13.551 | 5,85 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 6.437 | -0,77 | 721 | 11,11 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 33.410 | 7,71 | 3.742 | 20,64 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 22.436 | -5,91 | 2.513 | 5,37 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 12.240 | 61,24 | 1.371 | 80,50 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 79.128 | 9,28 | 8.862 | 22,39 | ||||
2025-07-25 | 13F | Cwm, Llc | 1.519.417 | -1,10 | 170 | 11,11 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | M&t Bank Corp | 618.385 | -5,69 | 69.259 | 5,63 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 10.674 | -0,69 | 1.196 | 11,27 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 9.276 | -12,78 | 1.039 | -2,35 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2.643 | 46,91 | 296 | 65,36 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 49.377 | 9,69 | 5.530 | 22,86 | ||||
2025-07-18 | 13F | Cooper Financial Group | 6.385 | -50,05 | 715 | -44,05 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 116.529 | -0,73 | 13.051 | 11,19 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 124.761 | -0,77 | 13.973 | 11,14 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 1.295 | 0,00 | 145 | 12,40 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 16.070 | -30,45 | 2 | -50,00 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 16.171 | 11,86 | 1.811 | 25,33 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 34.579 | 1,59 | 3.873 | 13,78 | ||||
2025-04-11 | 13F | Perkins Coie Trust Co | 0 | -100,00 | 0 | |||||
2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Watchman Group, Inc. | 10.925 | 21,35 | 1.224 | 35,89 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 1.986 | -13,35 | 222 | -3,06 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 2.481 | 1,56 | 278 | 13,52 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 324.988 | -57,17 | 36.398 | -52,03 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 103.227 | 16,56 | 11.561 | 30,54 | ||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 412.981 | -29,55 | 46.254 | -21,10 | ||||
2025-08-14 | 13F | Sentinus, LLC | 55.890 | -0,27 | 6.260 | 11,69 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.485 | -45,97 | 502 | -38,71 | ||||
2025-05-14 | 13F | Level Four Advisory Services, Llc | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | First Community Trust Na | 493 | -47,33 | 55 | -40,86 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1.324 | -8,31 | 146 | 1,39 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 263.985 | 0,17 | 29.566 | 12,19 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 10.456 | -15,84 | 1.171 | -5,72 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 190 | 21 | ||||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 4.673 | 0,00 | 467 | 3,32 | ||||
2025-07-29 | 13F | Swmg, Llc | 53.300 | 23,77 | 5.877 | 32,04 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 4.769 | 1,00 | 534 | 13,14 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 56.106 | -0,34 | 6.284 | 11,62 | ||||
2025-08-14 | 13F | Colony Group, LLC | 609.318 | 20,63 | 68.244 | 35,11 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88.402 | 1,36 | 9.901 | 13,53 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 16.094 | 769,48 | 1.803 | 874,05 | ||||
2025-08-05 | 13F | Tsfg, Llc | 333 | -50,37 | 0 | |||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 24.209 | -1,47 | 2.707 | 10,13 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 128.230 | 38,61 | 14.362 | 53,95 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 945 | 0,00 | 106 | 11,70 | ||||
2025-04-15 | 13F | Collier Financial | 622 | -98,79 | 62 | -98,76 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 38.140 | 626,20 | 4.272 | 713,52 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 12.065 | -2,16 | 1.351 | 9,57 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 122.625 | -70,50 | 13.734 | -66,96 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 386 | 43 | ||||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Balance Wealth, LLC | 11.151 | -21,64 | 1.249 | -12,24 | ||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 9.093 | -38,35 | 1.018 | -30,94 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 192.036 | 1,90 | 21.508 | 14,12 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 22.220 | -6,93 | 2.489 | 4,23 | ||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 10.449 | 0,00 | 1 | 0,00 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 31.926 | -53,16 | 3.576 | -47,55 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 126.244 | 3,72 | 14.139 | 16,17 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 131.092 | -0,76 | 14.682 | 11,15 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1.242.079 | 1,13 | 138.664 | 12,88 | ||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 17.917 | -1,52 | 2.007 | 10,28 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 2.973 | 1,92 | 333 | 14,09 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 10.621 | -51,82 | 1 | -50,00 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6.743 | -44,47 | 1 | -100,00 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 9.807 | -17,73 | 1.098 | -7,81 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 9.917 | -14,79 | 1.111 | -4,56 | ||||
2025-07-07 | 13F | Investors Research Corp | 63 | 0,00 | 7 | 16,67 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 2.599 | -8,90 | 291 | 2,11 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 2.778 | 3,62 | 311 | 19,16 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 114.161 | 2,22 | 12.786 | 14,49 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 31.032 | -1,27 | 3.476 | 10,56 | ||||
2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 15.148 | 1,84 | 1.697 | 14,06 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 3.290 | -90,87 | 369 | -89,79 | ||||
2025-07-15 | 13F | Unified Investment Management | 4.121 | 0,02 | 462 | 11,89 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 124.406 | 23,01 | 13.933 | 37,77 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 35.241 | 4,81 | 3.947 | 17,40 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 11.236 | -25,27 | 1.258 | -16,30 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 15.623 | -0,77 | 1.750 | 11,12 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 3.199 | 22,01 | 358 | 36,64 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 1.290 | 0,00 | 144 | 11,63 | ||||
2025-07-15 | 13F | Aspire Capital Advisors LLC | 3.355 | 0,00 | 376 | 11,94 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 28.746 | 0,34 | 3.220 | 12,40 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 118.617 | -31,54 | 13.285 | -23,44 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 27 | 0,00 | 3 | 50,00 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 4.422 | 6,35 | 495 | 19,28 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 7.656 | -6,20 | 857 | 5,02 | ||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 1.831 | 205 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 13.921 | -1,39 | 1.559 | 10,49 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1.243 | 0,00 | 139 | 12,10 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4.272 | 6,64 | 478 | 19,50 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 9.788 | -28,36 | 1.096 | -19,77 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 2.355 | 0,00 | 264 | 11,91 | ||||
2025-04-22 | 13F | Shum Financial Group, Inc. | 16.136 | 2,97 | 1.614 | 6,33 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 22.990 | 3,89 | 2.575 | 16,37 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 116.726 | -3,39 | 13.073 | 8,20 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 41.820 | -7,25 | 4.684 | 3,86 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 305 | -97,91 | 34 | 3,03 | ||||
2025-07-17 | 13F | XML Financial, LLC | 1.869 | 209 | ||||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 972 | 0,00 | 109 | 11,34 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 1.900 | 213 | ||||||
2025-07-23 | 13F | Hardy Reed LLC | 13.822 | -0,22 | 1.548 | 11,77 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 22.158 | -40,13 | 2.482 | -30,76 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 522 | 0,00 | 58 | 11,54 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 440.876 | 0,81 | 49.378 | 12,91 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 71.473 | -1,03 | 8.005 | 10,84 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 3.449 | -4,64 | 386 | 6,93 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 14.428 | 0,03 | 1.616 | 12,00 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 33 | -55,41 | 4 | -57,14 | ||||
2025-05-09 | 13F | W.H. Cornerstone Investments Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 13.605 | 0,00 | 1.524 | 11,99 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 302.385 | -5,65 | 33.867 | 5,67 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3.388 | -0,65 | 379 | 11,14 | ||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 360.691 | -30,65 | 40.397 | -22,33 | ||||
2025-08-13 | 13F | JT Stratford LLC | 3.688 | -3,63 | 413 | 8,12 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 2.495 | -9,50 | 280 | 1,45 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 9.119 | -0,01 | 1.021 | 11,95 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9.005 | -8,39 | 1.009 | 2,65 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 211 | 0,96 | 24 | 15,00 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 128.037 | 10,61 | 14.340 | 23,89 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 7.160 | 0,00 | 802 | 11,87 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 52.017 | 3,57 | 5.826 | 15,99 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 27.000 | 3.024 | ||||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 3.463 | 0,00 | 388 | 11,85 | ||||
2025-08-15 | 13F | Scissortail Wealth Management, LLC | 27.934 | 3,22 | 3.129 | 15,59 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 530 | 0,00 | 59 | 11,32 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 2.590 | 290 | ||||||
2025-04-17 | 13F | Avid Wealth Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Keystone Financial Services | 80.359 | 1,94 | 9.000 | 14,18 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 274 | 0,00 | 31 | 11,11 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 59.764 | 0,83 | 6.694 | 12,92 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 6.279 | -11,29 | 703 | -0,57 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 41 | 272,73 | 5 | 300,00 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 9.461 | -1,85 | 1.060 | 9,97 | ||||
2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 39.106 | 5,95 | 4.380 | 18,64 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10.914 | 0,00 | 1.222 | 12,01 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 301 | 0,00 | 34 | 10,00 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 487 | 55 | ||||||
2025-07-22 | 13F | Ffg Retirement Advisors Llc | 20.307 | -35,67 | 2.274 | -27,95 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 55.237 | 6.187 | ||||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 3.219 | -6,18 | 360 | 4,96 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 286.910 | -11,51 | 32.134 | -0,90 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 1.600 | 0,00 | 179 | 11,88 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 6.749 | 6,69 | 756 | 19,46 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 1.121 | -54,15 | 112 | -55,20 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 91.497 | 10.248 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 196.131 | 5,33 | 21.967 | 17,97 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 17.688 | -14,50 | 1.981 | -4,21 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 6.326 | -6,83 | 709 | 4,27 | ||||
2025-04-23 | 13F | Western Financial Corp/CA | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 65 | 0,00 | 7 | 16,67 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 20.969 | -2,56 | 2.349 | 9,16 | ||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 4.631 | -19,54 | 517 | -8,67 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 84 | 0,00 | 9 | 12,50 | ||||
2025-04-29 | 13F | Hm Payson & Co | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Wealthquest Corp | 64.282 | 2,43 | 7.200 | 14,73 | ||||
2025-08-06 | 13F | Bonfire Financial | 2.468 | 17,86 | 276 | 32,06 | ||||
2025-08-14 | 13F | Gould Capital, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Hrc Wealth Management, Llc | 6.055 | 0,40 | 678 | 12,44 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 6.343 | -4,52 | 710 | 6,93 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 122.454 | 2,83 | 13.715 | 15,18 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 8.529 | -7,97 | 955 | 3,13 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 28.689 | -0,37 | 3.213 | 11,60 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 11.184 | -3,05 | 1.253 | 8,59 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1.203.655 | -24,95 | 134.809 | -15,94 | ||||
2025-07-23 | 13F | SGL Investment Advisors, Inc. | 7.595 | 6,28 | 845 | 12,07 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 445 | 50 | ||||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 2.723 | -0,62 | 305 | 23,58 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 15.373 | -0,32 | 1.722 | 11,61 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 2.090 | 4,34 | 234 | 17,00 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 3.342 | 374 | ||||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 126 | -53,33 | 14 | -48,15 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 1.630 | 94,51 | 183 | 119,28 | ||||
2025-04-09 | 13F | Dakota Community Bank & Trust NA | 85 | 8 | ||||||
2025-08-06 | 13F | Adviser Investments LLC | 128.593 | 2,16 | 14.402 | 14,42 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 15.069 | -17,20 | 1.688 | -7,31 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 563 | 0,00 | 63 | 12,50 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 97.866 | -4,08 | 10.961 | 7,44 | ||||
2025-07-09 | 13F | Beacon Financial Group | 6.487 | -11,51 | 727 | -0,95 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2.685 | -47,04 | 269 | -45,31 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 84.089 | -3,01 | 9.418 | 8,63 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12.822 | 8,85 | 1.436 | 21,90 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 206.514 | -7,84 | 23.130 | 3,22 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 2.005 | 225 | ||||||
2025-07-09 | 13F | Fermata Advisors, LLC | 3.667 | -8,32 | 411 | 2,50 | ||||
2025-08-13 | 13F | Custom Index Systems, Llc | 5.552 | 622 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 15.270 | 62,02 | 1.710 | 81,53 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 60 | 0,00 | 7 | 0,00 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 18.250 | 1,07 | 2.044 | 13,24 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 5.609 | -0,21 | 561 | 2,94 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 16.084 | -2,50 | 1.801 | 9,22 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 7.793 | -0,31 | 873 | 11,65 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 9.267 | 1.038 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 132.344 | 2,36 | 14.823 | 14,65 | ||||
2025-08-07 | 13F | Allworth Financial LP | 2.774 | -7,04 | 311 | 1,31 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 2.021 | -0,69 | 226 | 11,33 | ||||
2025-07-07 | 13F | Trust Co | 31 | 0,00 | 3 | 0,00 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19.273 | -76,74 | 2.159 | -73,95 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 2.060 | -85,61 | 234 | -83,65 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11.040 | -4,71 | 1.237 | 6,74 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 33.928 | 6,42 | 3.800 | 19,17 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 84.592 | -3,94 | 9.474 | 7,60 | ||||
2025-07-16 | 13F | BankPlus Wealth Management LLC | 29.517 | 7,88 | 3.306 | 20,84 | ||||
2025-08-04 | 13F | Balentine LLC | 3.731 | 0,00 | 418 | 11,80 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 4.190 | -8,89 | 460 | 0,22 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 13.207 | 6,34 | 1.479 | 19,08 | ||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 18.751 | -4,58 | 2.100 | 6,87 | ||||
2025-08-12 | 13F | Argent Trust Co | 2.643 | -2,97 | 296 | 8,82 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 4.545 | -3,36 | 509 | 8,30 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 7.280 | -10,22 | 815 | 0,62 | ||||
2025-07-24 | 13F | JB Capital LLC | 494.066 | 1,59 | 55.335 | 13,78 | ||||
2025-08-13 | 13F | Northern Trust Corp | 62.140 | -24,48 | 6.960 | -15,42 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 12.075 | 0,00 | 1.352 | 12,01 | ||||
2025-04-17 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 20.039 | -1,83 | 2.231 | 9,10 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 127.743 | 0,16 | 14.307 | 15,08 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 3.234 | -0,34 | 362 | 11,73 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 548.610 | 0,79 | 61.444 | 12,88 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 124.176 | -1,50 | 13.908 | 10,31 | ||||
2025-07-14 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 56.912 | 27,51 | 6.374 | 42,82 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 447 | 0,00 | 50 | 13,64 | ||||
2025-04-08 | 13F | Weinberger Asset Management, Inc | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | True Vision MN LLC | 35.668 | 0,40 | 3.995 | 12,44 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 8.292 | 5,50 | 929 | 18,07 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 5.952 | -6,05 | 667 | 5,21 | ||||
2025-07-18 | 13F | Rogco, Lp | 188 | 0,00 | 21 | 16,67 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 28.055 | -11,80 | 3.142 | -1,19 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 20.867 | 0,52 | 2.337 | 12,63 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1.060 | -5,61 | 119 | 5,36 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 1.510 | 153,78 | 169 | 186,44 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 18.249 | 6,83 | 2.044 | 19,61 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 210.816 | 1,70 | 23.611 | 13,91 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 14.524 | -17,86 | 1.627 | -8,03 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 8.818 | -5,19 | 988 | 6,13 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 22.160 | -8,59 | 2.482 | 2,35 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 6.203 | -2,18 | 695 | 9,46 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 3.110 | 6,40 | 348 | 19,18 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 50 | 0,00 | 6 | 0,00 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 52.072 | 29,12 | 5.832 | 44,64 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 88.420 | -66,47 | 9.902 | -62,46 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 374 | 1.526,09 | 42 | 1.950,00 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 6.502 | 18,18 | 728 | 32,36 | ||||
2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 15.098 | -6,21 | 1.691 | 5,10 | ||||
2025-08-12 | 13F | Skopos Labs, Inc. | 146 | 0,00 | 15 | 0,00 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 2.689 | 301 | ||||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Hofer & Associates. Inc | 36.612 | 0,90 | 4.100 | 13,01 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 780 | 72,95 | 87 | 93,33 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 316 | 35 | ||||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 9.806 | -5,15 | 1.098 | 6,29 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 96.649 | -12,77 | 10.825 | -2,31 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 205.908 | -0,93 | 23.062 | 10,96 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 216.112 | 0,62 | 24.205 | 12,70 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 2.798 | -4,77 | 313 | 6,83 | ||||
2025-05-02 | 13F | Welch & Forbes Llc | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15.874 | -3,90 | 1.778 | 6,73 | ||||
2025-08-11 | 13F | Eq Llc | 94.474 | 19,68 | 10.581 | 34,06 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 423 | 0,00 | 47 | 11,90 | ||||
2025-05-15 | 13F | Family Office Research LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 3.922 | 34,32 | 439 | 50,86 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 141.348 | 2,46 | 15.831 | 14,76 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 3.687 | 0,00 | 401 | 5,25 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 169 | 1,20 | 19 | 12,50 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 32.625 | -2,30 | 3.654 | 9,40 | ||||
2025-08-07 | 13F | Nwam Llc | 9.314 | -4,77 | 1.016 | 3,89 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 15.059 | 0,00 | 1.687 | 12,03 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 16.536 | 1,79 | 2 | 0,00 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 5.148 | -13,29 | 577 | -2,87 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 1.888 | 211 | ||||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 41 | 0,00 | 5 | 0,00 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 1.500 | 0,00 | 168 | 12,00 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 984 | 0,10 | 110 | 12,24 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5.847 | 8,38 | 655 | 21,34 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 8.255 | 0,00 | 925 | 12,00 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 8.774 | 6,91 | 983 | 19,76 | ||||
2025-04-15 | 13F | Greenwood Capital Associates Llc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Gables Capital Management Inc. | 5.007 | 0,00 | 561 | 12,00 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 1.170 | -6,02 | 0 | |||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2.697 | -7,89 | 302 | 3,42 | ||||
2025-07-24 | 13F | Blair William & Co/il | 81.627 | -1,76 | 9.142 | 10,03 | ||||
2025-08-14 | 13F | Principal Street Partners, LLC | 18.036 | 101,97 | 2.020 | 126,35 | ||||
2025-07-31 | 13F | TSA Wealth Managment LLC | 68.548 | -3,71 | 7.677 | 7,84 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 3.003 | 18,46 | 336 | 32,81 | ||||
2025-07-16 | 13F | Embree Financial Group | 22.895 | -8,48 | 2.564 | 2,52 | ||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 2.865 | 11,70 | 321 | 25,00 | ||||
2025-04-08 | 13F | Rothschild Investment Llc | 0 | -100,00 | 0 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 51.011 | -3,49 | 5.483 | 3,73 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.793 | 31,19 | 313 | 47,17 | ||||
2025-08-14 | 13F | Fmr Llc | 981.501 | -4,58 | 109.928 | 6,87 | ||||
2025-07-23 | 13F | Dohj, Llc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Eastern Bank | 23.159 | -31,49 | 2.594 | -23,28 | ||||
2025-07-25 | 13F | Cypress Capital Group | 5.962 | 0,00 | 668 | 11,91 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 6.704 | 16,01 | 751 | 29,98 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 9.358 | 0,07 | 1.048 | 12,09 | ||||
2025-08-14 | 13F | First Foundation Advisors | 23.732 | 7,21 | 2.658 | 20,06 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 1.333.981 | 8,03 | 149 | 21,14 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 3.510 | 0,00 | 393 | 11,97 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 553.717 | 23,39 | 62.016 | 38,20 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 2.220 | 1,14 | 249 | 13,24 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 4.295 | -12,44 | 481 | -2,04 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 3.339 | 374 | ||||||
2025-08-07 | 13F | Evoke Wealth, Llc | 15.356 | 25,77 | 1.720 | 40,90 | ||||
2025-08-07 | 13F | Navellier & Associates Inc | 26.633 | 0,00 | 2.983 | 5,04 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 38.290 | 2,81 | 4.288 | 15,15 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 133.219 | -52,69 | 13.903 | -51,50 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 1.315.205 | 5,01 | 147.303 | 17,61 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 13.064 | 24,40 | 1.463 | 39,33 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 104.937 | -49,77 | 10.494 | -48,13 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 4.128 | 462 | ||||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 17.258 | 0,34 | 1.933 | 12,33 | ||||
2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 931 | 93 | ||||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 7.689 | -2,18 | 861 | 9,54 | ||||
2025-08-14 | 13F | Betterment LLC | 5.004 | -24,91 | 1 | |||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 26.665 | 8,91 | 2.960 | 21,96 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 4.584 | -31,57 | 513 | -23,32 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 24.267 | -13,10 | 2.718 | -2,69 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 21.530 | 4,43 | 2.411 | 16,98 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 374.190 | 2,43 | 41.909 | 14,72 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 20.688 | 0,16 | 2.317 | 12,20 | ||||
2025-07-29 | 13F | Barden Capital Management, Inc. | 21.270 | 2.382 | ||||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 34 | -47,69 | 4 | -50,00 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 3.881 | 0,00 | 391 | 0,77 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16.295 | 17,79 | 1.825 | 31,89 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 2.409 | 270 | ||||||
2025-07-08 | 13F | Arlington Trust Co LLC | 1.553 | 0,00 | 174 | 11,61 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 15.303 | 5,89 | 1.714 | 18,55 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 12 | 1 | ||||||
2025-07-07 | 13F | Life Line Wealth Management Llc | 11.611 | -95,38 | 1.300 | -94,83 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 97.919 | -2,53 | 10.967 | 9,17 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 2.563 | 0,00 | 287 | 12,11 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 2.094 | -3,06 | 235 | 8,33 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 40.291 | -2,89 | 4.513 | 8,78 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 359.234 | 11.098,07 | 3 | -99,06 | ||||
2025-07-15 | 13F | BCS Wealth Management | 2.101 | 0,00 | 0 | |||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1.890 | -1,82 | 212 | 9,90 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 63.114 | 3,03 | 7.069 | 15,40 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 3.956.606 | -4,11 | 443.140 | 7,40 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4.551 | 3,55 | 510 | 15,95 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 11.051 | 12,05 | 1 | |||||
2025-08-07 | 13F | Americana Partners, LLC | 6.622 | 742 | ||||||
2025-07-31 | 13F | Brighton Jones Llc | 53.811 | -1,18 | 6.027 | 10,67 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2.340 | -1,22 | 262 | 11,02 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 12.747 | 8,37 | 1.428 | 21,34 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 2.127 | 0,90 | 238 | 13,33 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 50.114 | -14,49 | 5.613 | -4,23 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 8.745 | -2,51 | 979 | 9,14 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 79.342 | 11,04 | 8.886 | 24,37 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 55.217 | 5,28 | 6.184 | 17,93 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 2.375 | 0,00 | 266 | 8,13 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 8.033 | -13,02 | 900 | -2,60 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 1.616 | 0,00 | 181 | 11,80 | ||||
2025-07-18 | 13F | Swp Financial Llc | 18.742 | -1,36 | 2.099 | 10,47 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 2.265 | 10,54 | 254 | 24,02 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1.722 | 2,74 | 0 | |||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 519 | 0,00 | 58 | 13,73 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 4.903 | 17,21 | 549 | 31,34 | ||||
2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 2.175 | -14,37 | 244 | -4,33 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 58 | 0,00 | 6 | 20,00 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 5.844 | 0,00 | 655 | 11,99 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 24.717 | 0,00 | 2.768 | 12,02 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 35 | 0,00 | 4 | 0,00 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 2.851 | -24,28 | 319 | -15,16 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Forte Asset Management Llc | 69.281 | -6,72 | 7.759 | 4,47 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 4.065 | 23,07 | 455 | 37,88 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.229 | 138 | ||||||
2025-08-13 | 13F | Hobbs Wealth Management, LLC | 36.063 | 4,61 | 4.039 | 17,17 | ||||
2025-04-17 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100,00 | 0 |
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