Statistiche di base
Proprietari istituzionali | 1083 total, 1079 long only, 1 short only, 3 long/short - change of 3,34% MRQ |
Allocazione media del portafoglio | 1.1943 % - change of -4,02% MRQ |
Azioni istituzionali (Long) | 437.187.959 (ex 13D/G) - change of -9,55MM shares -2,14% MRQ |
Valore istituzionale (Long) | $ 22.053.463 USD ($1000) |
Proprietà istituzionale e azionisti
SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF (US:SPYV) ha 1083 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 437,249,759 azioni. I maggiori azionisti includono Financial Engines Advisors L.L.C., LPL Financial LLC, Allworth Financial LP, Morgan Stanley, Valmark Advisers, Inc., Ameriprise Financial Inc, Jpmorgan Chase & Co, UBS Group AG, Bank Of America Corp /de/, and Raymond James Financial Inc .
(SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF (ARCA:SPYV) 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 54,43 / share. Previously, on September 5, 2024, the share price was 51,70 / share. This represents an increase of 5,28% 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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Important Note
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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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Ariadne Wealth Management, LP | 5.029 | 0,00 | 273 | 8,80 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3 | 0,00 | 0 | |||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 8.215 | -41,78 | 430 | 4,13 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 10.800 | 28,48 | 565 | 31,70 | ||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 11.267 | 1,29 | 575 | 1,23 | ||||
2025-08-05 | 13F | Burney Co/ | 66.513 | 40,25 | 3.481 | 43,78 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6.551 | 0,28 | 343 | 2,70 | ||||
2025-07-08 | 13F | Choice Wealth Advisors, LLC | 538.690 | 0,60 | 28.195 | 3,10 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 7.650 | 0,00 | 400 | 2,56 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 10.739 | 0,00 | 562 | 14,23 | ||||
2025-08-14 | 13F | Permanens Capital L.P. | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | JNBA Financial Advisors | 102.445 | -5,37 | 5.362 | -3,02 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 71.739 | -30,08 | 3.755 | -28,35 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 711.937 | 3,13 | 37.263 | 5,70 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51.332 | -4,75 | 2.687 | -2,40 | ||||
2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 23.093 | 1.180 | ||||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 13.456 | -2,75 | 687 | 6,51 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 340 | 0,00 | 18 | 0,00 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 20.695 | 41,57 | 1.083 | 45,17 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 22.311 | -1,76 | 1.168 | 0,69 | ||||
2025-07-11 | 13F | Spring Capital Management, Llc | 18.490 | 0,00 | 968 | 2,44 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 79.080 | -44,42 | 4.139 | -43,04 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 3.976 | 191,07 | 208 | 201,45 | ||||
2025-07-22 | 13F | Net Worth Advisory Group | 7.000 | 366 | ||||||
2025-07-18 | 13F | Vicus Capital | 645.443 | 10,26 | 33.783 | 13,01 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 502 | 26 | ||||||
2025-07-15 | 13F | McAdam, LLC | 330.910 | 23,07 | 17.320 | 26,13 | ||||
2025-07-17 | 13F | PMG Wealth Management, Inc. | 10.867 | 0,00 | 569 | 2,53 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 61 | 3 | ||||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-05-09 | 13F | Encompass More Asset Management | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 5.387 | 282 | ||||||
2025-08-13 | 13F | First Trust Advisors Lp | 11.380 | 0,25 | 596 | 2,76 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 13.148 | 1,32 | 688 | 3,93 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 198.387 | 43,50 | 10.384 | 47,07 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 26 | 0,00 | 1 | 0,00 | ||||
2025-07-16 | 13F | Twelve Points Wealth Management LLC | 6.685 | 0,00 | 350 | 2,35 | ||||
2025-07-29 | 13F | Portland Financial Advisors Inc | 8.290 | 0,00 | 434 | 2,36 | ||||
2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 17.395 | 0,27 | 910 | 2,82 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 13.070 | -0,10 | 684 | 2,40 | ||||
2025-08-14 | 13F | Colony Group, LLC | 189.869 | 2,16 | 9.938 | 4,70 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 70.172 | 0,30 | 3.673 | 2,77 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 441.220 | 0,95 | 23.093 | 3,45 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 398.782 | 14,07 | 20.872 | 16,91 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 193.124 | 2,11 | 10.108 | 4,66 | ||||
2025-04-30 | 13F | Alpha Cubed Investments, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Valley National Advisers Inc | 4.352 | 0,00 | 0 | |||||
2025-08-14 | 13F | Syon Capital Llc | 11.645 | -41,40 | 609 | -39,94 | ||||
2025-08-11 | 13F | Berkeley, Inc | 6.104 | 0,00 | 319 | 2,57 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11.049 | 70,88 | 578 | 75,15 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 231.966 | 10,93 | 12.141 | 13,69 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 348.842 | 35,07 | 18.258 | 38,43 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | REDW Wealth LLC | 24.706 | 0,00 | 1.293 | 2,54 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 62.533 | 543,28 | 3 | |||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 4.612 | 241 | ||||||
2025-07-30 | 13F | Klingman & Associates, LLC | 1.196.168 | 5,67 | 62.607 | 8,29 | ||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 20.017 | 111,15 | 1 | |||||
2025-07-31 | 13F | Curio Wealth, Llc | 153 | 15.200,00 | 8 | 14,29 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 23.217 | 0,67 | 1.215 | 3,23 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 30.244 | 6,33 | 1.583 | 8,95 | ||||
2025-08-01 | 13F | First National Trust Co | 2.103.940 | 7,22 | 110.120 | 9,89 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 283.471 | 10,84 | 14.837 | 13,60 | ||||
2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 27.233 | 13,15 | 1.425 | 15,95 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10.320 | -61,92 | 540 | -60,98 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio | 683.426 | 0,00 | 35.771 | 2,49 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 404 | 0,00 | 21 | 5,00 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 37.781 | 29,86 | 1.977 | 33,13 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 4.104 | -8,90 | 215 | -6,96 | ||||
2025-07-30 | 13F | Cavalier Investments, LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 117 | 6 | ||||||
2025-07-22 | 13F | Awm Capital, Llc | 14.702 | 0,47 | 770 | 2,95 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 3.275 | 0,00 | 171 | 2,40 | ||||
2025-07-09 | 13F | Veracity Capital LLC | 4.076 | 0,00 | 213 | 2,40 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 564.782 | 9,86 | 29.561 | 12,59 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 3.179 | -1,52 | 166 | 1,22 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 236.858 | 6,55 | 12.397 | 9,21 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 4.885 | -18,06 | 256 | -16,12 | ||||
2025-08-06 | 13F | Summit Investment Advisors, Inc. | 32.486 | 0,42 | 1.693 | 6,41 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5.501 | 0,00 | 288 | 2,50 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 347.277 | -2,13 | 18.176 | 0,30 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 13.538 | 709 | ||||||
2025-06-11 | 13F | Fortitude Financial, LLC | 9.110 | 0,00 | 465 | 0,00 | ||||
2025-07-28 | 13F | Tower Wealth Partners, Inc. | 47.252 | 5,89 | 2.473 | 8,56 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 10.539 | 0,00 | 552 | 2,42 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 5.264 | 0,13 | 276 | 2,61 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Money Concepts Capital Corp | 50.214 | -9,39 | 2.628 | -7,14 | ||||
2025-07-03 | 13F | City Center Advisors, LLC | 94.036 | 16,52 | 4.922 | 19,41 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Rossby Financial, LCC | 8.996 | 0,75 | 471 | 8,05 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 154.854 | 22,90 | 8.105 | 26,01 | ||||
2025-04-17 | 13F | Acropolis Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Community Bank, N.A. | 11.029 | 2,06 | 577 | 4,72 | ||||
2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 6.668 | -9,32 | 349 | -6,93 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 91.561 | 39,12 | 4.792 | 42,58 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2.064.818 | 3,51 | 108.073 | 6,08 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 9.730 | 509 | ||||||
2025-08-13 | 13F | Bare Financial Services, Inc | 2.000 | 0,00 | 105 | 1,96 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1.627 | 0,00 | 85 | 2,41 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 2.206.774 | -0,05 | 115.503 | 2,43 | ||||
2025-05-15 | 13F | Angeles Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10.297 | 539 | ||||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11.118 | -36,75 | 582 | -35,23 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1 | 0,00 | 0 | |||||
2025-08-05 | 13F | Tme Financial, Inc. | 148.436 | 6,11 | 7.769 | 8,75 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 7.191.638 | 5,74 | 376.410 | 8,37 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 815.592 | -39,72 | 42.688 | -38,22 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 10.423 | -49,95 | 528 | -46,67 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4.094 | 209 | ||||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio | 220.000 | 0,00 | 11.515 | 2,48 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 1.106.745 | 39,67 | 57.927 | 43,14 | ||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 173.022 | 6,14 | 9.056 | 8,77 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 14.794 | 0,06 | 774 | 2,52 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 52.801 | 1,04 | 2.764 | 3,56 | ||||
2025-07-29 | 13F | Ballast, Inc. | 0 | -100,00 | 0 | |||||
2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 159.742 | 2,25 | 8.096 | -1,94 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 50.978 | 264,52 | 2.668 | 273,67 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 475.061 | 46,17 | 24.865 | 49,81 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 6.146 | 7,24 | 322 | 9,93 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 640 | 63.900,00 | 33 | |||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 885.530 | 1,54 | 46.349 | 4,06 | ||||
2025-07-28 | 13F | ForthRight Wealth Management, LLC | 14.209 | 9,52 | 744 | 12,24 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 153.987 | -0,13 | 8.060 | 2,35 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 2.925.054 | -14,26 | 153.097 | -12,13 | ||||
2025-07-14 | 13F | Cobblestone Asset Management LLC | 162.352 | 5,03 | 8.498 | 7,64 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 448.072 | 6,48 | 23.452 | 9,13 | ||||
2025-07-21 | 13F | Financial Council Asset Management Inc | 222.651 | 2,42 | 11.654 | 4,96 | ||||
2025-08-05 | 13F | Rockline Wealth Management, LLC | 3.935 | 206 | ||||||
2025-07-16 | 13F | Motive Wealth Advisors | 138.516 | 26,27 | 7.250 | 29,40 | ||||
2025-07-15 | 13F | Gunma Bank,Ltd. | 163.200 | -7,38 | 9 | 0,00 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 14.383 | 3,23 | 753 | 5,77 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F/A | 626 Financial, LLC | 12.026 | 0,00 | 629 | 2,44 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 326.462 | 36,57 | 17.087 | 39,97 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 5.674 | 9,79 | 297 | 12,55 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 10.600 | 0,00 | 1 | |||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 75.299 | -1,58 | 3.941 | 0,87 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 1.514 | 0,00 | 79 | 2,60 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 46.850 | -8,83 | 2.452 | -3,04 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 519.837 | -4,90 | 27.208 | -2,53 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 1.346 | -0,30 | 71 | 9,38 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 1.613.259 | -4,38 | 84.438 | -2,01 | ||||
2025-05-15 | 13F | Nova Wealth Management, Inc. | 97 | 0,00 | 5 | 0,00 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 42.850 | -2,08 | 2.243 | 0,36 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 170.691 | -10,15 | 8.934 | -7,92 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 27.616 | 0,94 | 1.445 | 3,44 | ||||
2025-08-06 | 13F | Bensler, LLC | 133.986 | 6,03 | 7.013 | 8,66 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 51.319 | 7,05 | 2.686 | 9,72 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 32.714 | -8,44 | 1.712 | -6,14 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 59.176 | -3,32 | 3.097 | -0,90 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 43.420 | 0,00 | 2.273 | 5,82 | ||||
2025-07-11 | 13F | Essex Savings Bank | 5.847 | -1,12 | 306 | 1,66 | ||||
2025-08-05 | 13F | Snider Financial Group | 126.662 | 4,67 | 6.629 | 7,27 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 12.959 | 0,15 | 678 | 2,73 | ||||
2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 4.534 | 0,00 | 237 | 2,60 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 174 | 0,00 | 9 | 12,50 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 385.994 | 29,24 | 20.736 | 41,14 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 95.318 | 72,99 | 4.989 | 77,32 | ||||
2025-04-30 | 13F | Peterson Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Vista Investment Management | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Fundamentun, Llc | 44.772 | -13,98 | 2.343 | -11,85 | ||||
2025-07-18 | 13F | Founders Capital Management | 4 | 0,00 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 3.792 | 39,93 | 198 | 43,48 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 166.373 | 24,98 | 8.708 | 28,08 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 243.837 | 16,80 | 12.762 | 19,71 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 65.600 | 3.434 | ||||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 158.229 | 11,09 | 8.282 | 13,86 | ||||
2025-08-08 | 13F | KM Capital Management Ltd. | 11.215 | 69,80 | 587 | 73,89 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1.372.477 | -27,77 | 71.835 | -25,97 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 11.266 | -0,56 | 590 | 1,90 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 2.392.796 | -2,92 | 125.239 | -0,50 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 6.046 | -4,65 | 316 | -2,17 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 106.305 | 7,61 | 6 | 0,00 | ||||
2025-07-22 | 13F | Private Wealth Group, LLC | 178.218 | 9,60 | 9.328 | 12,32 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 6.306 | 10,96 | 334 | 14,83 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 526 | 4.681,82 | 28 | |||||
2025-08-11 | 13F | Tidemark, LLC | 5.882 | 11,46 | 308 | 14,13 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 142.144 | 9,80 | 7.440 | 12,52 | ||||
2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 253.953 | -8,74 | 13.292 | -6,47 | ||||
2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 8.588 | 0,22 | 449 | 2,75 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 43 | -50,00 | 2 | -50,00 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 4.879.270 | 9,97 | 255.381 | 12,70 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 612.942 | 104,49 | 31.941 | 110,46 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 174.359 | -9,28 | 9.126 | -7,03 | ||||
2025-07-31 | 13F/A | Avion Wealth | 210 | 0,96 | 0 | |||||
2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 30.824 | 1.613 | ||||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 3.026 | 0,00 | 0 | |||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 192.560 | 3,71 | 10.079 | 6,29 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 13.865 | 52,20 | 726 | 55,91 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 1.062 | -7,33 | 56 | -5,17 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 237.237 | 5,57 | 12.417 | 8,19 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 6.192 | -1,01 | 324 | 1,57 | ||||
2025-08-13 | 13F | Invesco Ltd. | 28.844 | -5,96 | 1.510 | -3,64 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 456.732 | 26,84 | 23.905 | 30,00 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 60 | -58,04 | 0 | |||||
2025-07-17 | 13F | City Holding Co | 305 | 0,00 | 16 | 0,00 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 819.774 | 8,60 | 42.907 | 11,30 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 16.190 | 0,00 | 847 | 2,54 | ||||
2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 107.243 | -12,31 | 5.613 | -10,12 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 10.313 | -6,57 | 540 | -4,26 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 4.021 | 0,00 | 210 | 2,44 | ||||
2025-08-07 | 13F | PFG Advisors | 74.611 | 113,52 | 3.905 | 118,89 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 910.472 | 12,22 | 48.911 | 22,55 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 32.000 | -86,26 | 1.675 | -85,92 | ||||
2025-04-23 | 13F | Sunesis Advisors, LLC | 43.133 | 0,00 | 2.203 | -0,14 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 8.674 | 86,22 | 458 | 103,56 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 290 | 15 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 9.409 | -7,15 | 492 | -4,84 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 69.451 | -2,14 | 3.635 | 0,30 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 181 | -88,57 | 9 | -88,75 | ||||
2025-08-11 | 13F | Sharpepoint Llc | 97.271 | -0,20 | 5.091 | 6,20 | ||||
2025-07-15 | 13F | Graypoint LLC | 42.208 | 0,01 | 2.209 | 2,51 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 6.840 | 0,31 | 0 | |||||
2025-07-18 | 13F | Lynx Investment Advisory | 7.923 | 0,49 | 415 | 2,99 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 1.157 | 0,00 | 61 | 1,69 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 4.434 | -2,93 | 232 | -0,43 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 325.567 | 2,72 | 17.040 | 5,28 | ||||
2025-08-14 | 13F | Byrne Financial Freedom, Llc | 5.100 | 0,00 | 267 | 2,31 | ||||
2025-08-06 | 13F | Twin Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | L.m. Kohn & Company | 7.365 | -44,47 | 385 | -43,13 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 21.651 | -34,03 | 1.133 | -32,40 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5.330 | -0,71 | 279 | 1,46 | ||||
2025-08-07 | 13F | Sanchez Wealth Management Group | 22.894 | -27,83 | 1.198 | -26,05 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 133.758 | 3,75 | 7.072 | 11,16 | ||||
2025-04-10 | 13F | Bremer Bank National Association | 8.456 | 1,29 | 432 | 1,17 | ||||
2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | RKL Wealth Management LLC | 16.119 | 0,49 | 844 | 2,93 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 1.302.900 | 33,13 | 68.194 | 36,44 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20.954 | -11,75 | 1.097 | -9,57 | ||||
2025-06-26 | NP | HF - DGA Absolute Return ETF | 54.477 | -7,64 | 2.682 | -13,57 | ||||
2025-08-04 | 13F | Assetmark, Inc | 182.374 | 18,52 | 9.545 | 21,47 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 29.136 | -19,28 | 1.525 | -17,31 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 15.871 | -2,41 | 831 | 0,00 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 281.530 | -41,17 | 14.735 | -39,70 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 995.809 | -18,90 | 52.609 | -13,48 | ||||
2025-08-05 | 13F | Marion Wealth Management | 4.794 | -84,62 | 251 | -84,29 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 117.989 | 5,80 | 6.176 | 8,43 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 101.219 | 21,52 | 5.298 | 24,55 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4.456.511 | 26,08 | 237.131 | 31,37 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 63.943 | -1,53 | 3.347 | 0,90 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 3.455.643 | 0,50 | 180.868 | 3,00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 48.053 | 3,25 | 2.515 | 5,85 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 514.242 | -2,02 | 26.915 | 0,41 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5.885 | -0,83 | 308 | 1,65 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 974 | 0,00 | 51 | 2,04 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 269.309 | -43,49 | 14.096 | -42,08 | ||||
2025-08-13 | 13F | Northern Trust Corp | 556.641 | -0,01 | 29.135 | 2,48 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 5.821.052 | 1,40 | 304.674 | 3,92 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 5.812 | 0,35 | 304 | 3,05 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 242 | -60,78 | 13 | -61,29 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 6.432 | 3,44 | 337 | 5,99 | ||||
2025-08-15 | 13F | Morgan Stanley | 9.796.229 | -0,13 | 512.735 | 2,35 | ||||
2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 23.748 | 1.243 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 6.885 | 370 | ||||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 13.355 | 0,77 | 698 | 3,41 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 285.131 | 1,55 | 14.924 | 4,07 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 14.791 | 1,17 | 774 | 3,75 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 7.999 | -0,55 | 419 | 1,95 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 32.093 | 9,39 | 1.680 | 12,08 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 6.665 | -14,68 | 349 | -12,56 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 12.279 | 86,33 | 643 | 91,07 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 36 | -34,55 | 2 | -50,00 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 27.039 | 7,10 | 1.415 | 9,78 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Trust Co Of Vermont | 1.912 | 0,00 | 100 | 3,09 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 8.577 | -81,11 | 449 | -80,67 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 11.652 | -2,62 | 610 | -0,33 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 12.320 | 0,46 | 645 | 2,88 | ||||
2025-07-28 | 13F | Copia Wealth Management | 73.785 | -0,12 | 3.862 | 2,36 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 5.265 | 0,15 | 276 | 2,61 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 95.455 | 1,29 | 4.996 | 3,82 | ||||
2025-08-12 | 13F | Change Path, LLC | 25.047 | 53,20 | 1.311 | 57,07 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 956.585 | 3,75 | 50 | 6,38 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 43.000 | -17,17 | 2.251 | -15,13 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 191.665 | 22,36 | 10.032 | 25,40 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 157.945 | -3,38 | 8.267 | -0,98 | ||||
2025-08-08 | 13F | Creative Planning | 656.509 | -4,28 | 34.362 | -1,90 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 6.372 | 334 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 3.709.949 | 14,33 | 194.179 | 17,17 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 286.385 | 0,15 | 14.989 | 2,64 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 58.783 | 90,80 | 3 | 200,00 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 38.168 | -2,52 | 1.998 | -0,10 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 39.003 | -18,52 | 2.041 | -16,49 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 27.903 | -1,24 | 1.460 | 1,25 | ||||
2025-07-09 | 13F | Seaside Wealth Management, Inc. | 38.594 | -8,48 | 2.020 | -6,18 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 14.074 | -6,89 | 737 | -4,54 | ||||
2025-04-15 | 13F | Collier Financial | 166.349 | 8.495 | ||||||
2025-07-07 | 13F | RDA Financial Network | 32.653 | -5,34 | 1.709 | -2,95 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 61.393 | -0,75 | 3.213 | 1,74 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 50 | 0,00 | 3 | 0,00 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 8.065 | -1,73 | 422 | 0,72 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 36.023 | 0,40 | 1.885 | 2,89 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | 57.469 | 3.008 | ||||||
2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 10.104 | 529 | ||||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 11.276 | -1,05 | 590 | 1,55 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 113.946 | -32,13 | 5.964 | -30,45 | ||||
2025-07-31 | 13F | Auour Investments LLC | 161.314 | 3,09 | 8.443 | 9,61 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 117.355 | 3,56 | 6.142 | 6,13 | ||||
2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 135 | 7 | ||||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 6.753 | 0,00 | 353 | 2,62 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 1.596.810 | 24,12 | 83.577 | 27,21 | ||||
2025-07-11 | 13F | Bell Bank | 1.516.195 | 5,15 | 79.358 | 7,76 | ||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 12.693 | 0,74 | 664 | 3,27 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 5.130 | 0,00 | 269 | 2,68 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 14.657 | 7,31 | 767 | 10,04 | ||||
2025-07-01 | 13F | Confluence Investment Management Llc | 685.828 | 22,14 | 35.896 | 25,17 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 137.050 | -2,23 | 7.173 | 0,21 | ||||
2025-08-07 | 13F | Allworth Financial LP | 16.630.130 | 2,61 | 870.421 | 10,05 | ||||
2025-05-15 | 13F | Hunting Hill Global Capital, LLC | Call | 0 | -100,00 | 0 | -100,00 | |||
2025-08-04 | 13F | Fortune 45 LLC | 13.299 | 0,33 | 696 | 2,81 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 3.985 | 209 | ||||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 4.165 | 0,00 | 218 | 2,36 | ||||
2025-08-14 | 13F | Comerica Bank | 70.624 | 5,60 | 3.696 | 8,23 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 21.263 | 0,53 | 1.113 | 2,96 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 162.094 | -45,42 | 8.278 | -45,50 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7.930 | -3,10 | 415 | -0,48 | ||||
2025-07-18 | 13F | Truist Financial Corp | 390.837 | 1,93 | 20.456 | 4,46 | ||||
2025-07-17 | 13F | Greenleaf Trust | 19.105 | -4,50 | 1.000 | -2,15 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 87.693 | 0,24 | 4.590 | 2,73 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 247.197 | 10,99 | 12.938 | 13,75 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 3.833 | 0,00 | 201 | 2,56 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 6.924 | 9,92 | 362 | 12,77 | ||||
2025-07-07 | 13F | Somerset Trust Co | 7.727 | -11,27 | 404 | -9,01 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 106.574 | 2,74 | 5.578 | 5,30 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 68.995 | 2,87 | 3.611 | 5,43 | ||||
2025-07-24 | 13F | Wealth Management Resources, Inc. | 29.561 | 2,89 | 1.547 | 5,45 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 9.993 | 75,75 | 510 | 75,86 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 10.913 | 0,95 | 571 | 3,44 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 472.831 | 3,26 | 24.748 | 5,83 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 92.899 | 8,95 | 4.862 | 11,67 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 170.978 | 14,95 | 8.949 | 17,64 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 350.380 | 4,54 | 18.339 | 7,13 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 93.910 | -42,06 | 4.915 | -40,63 | ||||
2025-07-25 | 13F | Stack Financial Management, Inc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 422.552 | -21,17 | 22.116 | -19,21 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 57.596 | 2,17 | 3.015 | 4,73 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 353 | 0,00 | 0 | |||||
2025-07-23 | 13F | Ohio National Investments, Inc. | 712.000 | 0,00 | 37.266 | 2,49 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 2.877 | 0,00 | 151 | 2,04 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2.303 | 0,00 | 122 | 3,42 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 423.743 | 3,02 | 22.179 | 5,58 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 238.341 | 5,33 | 12.475 | 7,94 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1.145.512 | -22,31 | 59.956 | -20,38 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 16.435 | 860 | ||||||
2025-07-24 | 13F | Stiles Financial Services Inc | 4.533 | -5,80 | 237 | -3,27 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4.384.101 | 3,90 | 229.464 | 6,49 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 36.894 | -5,84 | 1.931 | -3,50 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 1.628 | -15,08 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 1.063 | -9,07 | 56 | -6,78 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 57.476 | 21,90 | 3.008 | 24,92 | ||||
2025-08-13 | 13F | Alerus Financial Na | 13 | 1 | ||||||
2025-08-14 | 13F | Certified Advisory Corp | 45.422 | -22,34 | 2.377 | -20,42 | ||||
2025-07-16 | 13F | FCG Investment Co | 39.584 | 5,85 | 2.072 | 8,49 | ||||
2025-08-14 | 13F/A | Barclays Plc | 580 | 0,00 | 0 | |||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 61 | -75,98 | 3 | -75,00 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 11.404 | 8,49 | 602 | 12,31 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 695 | 0,00 | 35 | 0,00 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 272.487 | 0,92 | 14.262 | 3,42 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 2.259 | 0,49 | 118 | 3,51 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 5.747 | 0,00 | 301 | 2,39 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 8.528 | -0,80 | 446 | 1,59 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 985.939 | 9,93 | 51.604 | 17,57 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 683.426 | 0,00 | 35.771 | 2,49 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 13.716 | -20,92 | 718 | -18,98 | ||||
2025-04-22 | 13F | Putney Financial Group LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 28.386 | -10,00 | 1.486 | -7,76 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 8.658 | -0,67 | 453 | 1,80 | ||||
2025-08-13 | 13F | Manning & Napier Advisors Llc | 40.209 | 2.105 | ||||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 5.365 | 82,55 | 281 | 86,67 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 694 | 0,00 | 0 | -100,00 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.726 | 143 | ||||||
2025-07-17 | 13F | Bluesphere Advisors, LLC | 8.461 | 0,00 | 443 | 2,31 | ||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 9.274 | -23,31 | 485 | -21,39 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 55.154 | 1,57 | 2.887 | 4,08 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 19.132 | 4,75 | 1.001 | 7,40 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 885 | 0,00 | 46 | 2,22 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 332.418 | -7,13 | 17.399 | -4,82 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Cowa, Llc | 11.200 | 0,00 | 586 | 2,63 | ||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 4.044 | 0,40 | 212 | 2,93 | ||||
2025-08-04 | 13F | ArborFi Advisors, LLC | 46.188 | 7,52 | 2.417 | 10,21 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 689.238 | -82,50 | 36.075 | -82,06 | ||||
2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 18.590 | -46,27 | 973 | -45,00 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 5.900 | 309 | ||||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 42.990 | 266,93 | 2.195 | 266,44 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 80.100 | 0,00 | 4.192 | 2,49 | ||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 528.420 | -0,10 | 27.658 | 2,39 | ||||
2025-07-02 | 13F | Michael S. Ryan, Inc. | 464.006 | 7,17 | 24.286 | 9,84 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 202.031 | -3,43 | 10.574 | -1,03 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 597 | 0,00 | 32 | 3,33 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 545.177 | 5,89 | 28.534 | 8,52 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 2.800 | 0,00 | 146 | 2,84 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 494.328 | 5,67 | 25.873 | 8,30 | ||||
2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 7.131 | 2,57 | 373 | 5,07 | ||||
2025-07-17 | 13F | Delta Capital Management Llc | 4.000 | 0,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 4.188.320 | 2,51 | 219 | 5,29 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
2025-04-15 | 13F | Transform Wealth, LLC | 85.606 | 3,07 | 4.372 | 2,92 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 420 | 0,00 | 22 | 0,00 | ||||
2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Erickson Financial Group, LLC | 5.182 | 0,00 | 271 | 2,65 | ||||
2025-04-15 | 13F | Members Wealth Llc | 74.339 | 4,71 | 3.797 | 2,07 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 13.441 | -2,12 | 703 | 0,14 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio | 235.000 | 0,00 | 12.300 | 2,48 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 32.486 | 1,54 | 1.700 | 4,10 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 266.962 | 7,11 | 13.973 | 9,77 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 22.216 | 21,53 | 1.163 | 24,54 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | American National Bank | 260 | 0,00 | 14 | 0,00 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 1.284.416 | -3,25 | 67.226 | -0,84 | ||||
2025-07-17 | 13F | KWB Wealth | 1.469.549 | -3,31 | 75.050 | -3,44 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 7.419 | 388 | ||||||
2025-08-14 | 13F | Mariner, LLC | 1.933.939 | 6,14 | 101.222 | 8,78 | ||||
2025-04-14 | 13F | IMC-Chicago, LLC | 0 | -100,00 | 0 | |||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 697.973 | 0,61 | 36.532 | 3,11 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1.076 | 0,00 | 55 | -1,82 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 44.295 | -10,50 | 2.318 | -8,27 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 183 | 10 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 529.774 | 2,74 | 27.728 | 5,30 | ||||
2025-08-06 | 13F | Innealta Capital, Llc | 47.198 | 28,46 | 2.470 | 31,66 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 21.263 | -8,05 | 1.113 | -5,76 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 15.872 | -4,52 | 831 | -2,24 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 251.319 | -0,93 | 13.154 | 1,54 | ||||
2025-07-07 | 13F | First Community Trust Na | 5.820 | 0,28 | 305 | 2,70 | ||||
2025-07-09 | 13F | Clarus Wealth Advisors | 88.250 | 2,01 | 4.667 | 11,28 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 47.775 | 24,96 | 2.501 | 28,07 | ||||
2025-08-14 | 13F | Atom Investors LP | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Herold Advisors, Inc. | 12.839 | 17,30 | 672 | 20,25 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.294 | -22,74 | 225 | -20,85 | ||||
2025-08-06 | 13F | Destiny Capital Corp/CO | 333.034 | 7,44 | 17.431 | 10,11 | ||||
2025-07-28 | 13F | Courier Capital Llc | 662.146 | 8,42 | 34.657 | 11,12 | ||||
2025-07-29 | 13F | Regions Financial Corp | 19.614 | 7,36 | 1.027 | 10,09 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 103.627 | 86,50 | 5.424 | 91,15 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 416.777 | 4,45 | 21.814 | 7,05 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 62.530 | -1,85 | 3.273 | 0,58 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3.599 | 53,08 | 188 | 56,67 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 13.775 | 25,99 | 721 | 28,98 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 3.358 | 3,58 | 176 | 6,06 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 828 | 208,96 | 43 | 230,77 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 33.980 | -10,90 | 1.779 | -8,68 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 183.619 | 4,62 | 9.611 | 21,38 | ||||
2025-08-14 | 13F | STAR Financial Bank | 4.832 | 0,00 | 253 | 2,44 | ||||
2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Cooper Financial Group | 109.965 | -13,22 | 5.756 | -11,06 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 8.840 | 0,00 | 463 | 2,44 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 5.213.790 | 3,78 | 272.890 | 6,63 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 135.407 | -2,26 | 7.087 | 0,17 | ||||
2025-08-14 | 13F | Sargent Investment Group, LLC | 254.576 | -9,32 | 13.424 | -6,37 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 24.805 | 30,36 | 1.311 | 50,17 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 180.223 | 3,06 | 9.433 | 5,61 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 344.305 | 1,01 | 18.021 | 3,52 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 8.054 | 0,00 | 422 | 2,43 | ||||
2025-08-14 | 13F | Sentinus, LLC | 6.782 | 355 | ||||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 302.295 | -1,38 | 15.822 | 1,07 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 124.847 | 15,12 | 6.534 | 17,98 | ||||
2025-07-29 | 13F | Swmg, Llc | 17.468 | 23,39 | 935 | 35,51 | ||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 204.765 | -11,89 | 10.717 | -9,69 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 29.090 | -8,39 | 2 | 0,00 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 6.658 | 6,78 | 348 | 9,43 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 16.205 | 4,14 | 864 | 8,69 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 2.167 | 138,66 | 113 | 145,65 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 16.819 | 880 | ||||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 7.018 | 0,00 | 374 | 4,47 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 5.285 | 277 | ||||||
2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 7.275 | -1,69 | 381 | 0,80 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 766.456 | 5,75 | 40.116 | 8,38 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 5.211 | 0,00 | 273 | 2,26 | ||||
2025-04-22 | 13F | Shum Financial Group, Inc. | 52.660 | 2,22 | 2.689 | 2,09 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 95 | 0,00 | 5 | 0,00 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 735 | 0,00 | 38 | 2,70 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 8.581 | 449 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 258.306 | -13,08 | 13.520 | -10,92 | ||||
2025-08-07 | 13F | Altman Advisors, Inc. | 132.856 | 2,25 | 1.738 | 7,22 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 34.427 | 209,15 | 2 | |||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 8.168 | 26,83 | 428 | 30,18 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 235.619 | 8,02 | 12.332 | 10,71 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 32.442 | -0,63 | 1.698 | 1,80 | ||||
2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Vance Wealth, Inc. | 52.928 | -8,02 | 2.770 | -5,72 | ||||
2025-08-05 | 13F | Huntington National Bank | 29 | -91,57 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 13.718 | -20,31 | 718 | -18,41 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 807 | 75,82 | 42 | 82,61 | ||||
2025-07-29 | 13F | Northern Capital Management, Inc. | 24.844 | 120,87 | 1.300 | 126,48 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 8.271.615 | 4,11 | 432.936 | 6,70 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 1.290 | 0,86 | 68 | 3,08 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 794.001 | -26,13 | 42 | -24,07 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 22.971 | 0,03 | 1.202 | 2,56 | ||||
2025-07-15 | 13F | Norden Group Llc | 44.416 | 25,87 | 2.325 | 28,97 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 35.595 | 1.863 | ||||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36.087 | -1,69 | 1.937 | 6,67 | ||||
2025-08-12 | 13F | Investments & Financial Planning, LLC | 12.001 | 0,38 | 628 | 2,95 | ||||
2025-07-25 | 13F | Integrated Capital Management, Inc. | 5.334 | 3,45 | 279 | 6,08 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5.713 | 0,58 | 299 | 3,10 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 799.564 | 0,47 | 41.849 | 2,97 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 377.880 | 3,28 | 19.778 | 5,84 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 12.309 | 1,73 | 644 | 4,38 | ||||
2025-08-14 | 13F | Graney & King, LLC | 59.213 | -81,55 | 3.099 | -81,09 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 38.546 | -18,02 | 2.017 | -15,99 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 215.595 | 4,70 | 11.472 | 9,09 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 187.169 | -2,65 | 9.796 | -0,22 | ||||
2025-08-04 | 13F | Crescent Sterling, Ltd. | 8.493 | -16,01 | 445 | -13,95 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 33.119 | 0,31 | 1.733 | 2,79 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 12.170 | -97,73 | 637 | -97,68 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 176.652 | 9.246 | ||||||
2025-08-13 | 13F | SCS Capital Management LLC | 7.131 | 0,00 | 373 | 2,47 | ||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 26.620 | -1,23 | 1 | 0,00 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 619.361 | 2,01 | 32.417 | 4,54 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 1.200 | 0,00 | 63 | 1,64 | ||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 85.139 | 18,41 | 4.456 | 21,38 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 6.422 | -52,48 | 336 | -51,30 | ||||
2025-08-14 | 13F | UBS Group AG | 6.609.996 | -1,62 | 345.967 | 0,83 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 10.050 | -14,61 | 526 | -12,48 | ||||
2025-08-14 | 13F | Dagco, Inc. | 30.527 | 1,37 | 1.598 | 3,90 | ||||
2025-07-10 | 13F | HF Advisory Group, LLC | 12.645 | 2,22 | 662 | 4,75 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.096.598 | 4,16 | 109.736 | 6,75 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 22.165 | -5,63 | 1.160 | -3,25 | ||||
2025-07-15 | 13F | Bfsg, Llc | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Lowery Thomas, Llc | 15.367 | -12,92 | 804 | -10,77 | ||||
2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 42.311 | 2.215 | ||||||
2025-07-08 | 13F | Atwood & Palmer Inc | 306 | -92,48 | 16 | -92,27 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 2.200 | 0,00 | 115 | 2,68 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 276.409 | -92,41 | 14.467 | -92,22 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 9.067 | 475 | ||||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4.392.930 | 6,28 | 229.926 | 8,92 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 419.637 | 4,52 | 22 | 10,00 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 14.932 | 0,00 | 782 | 2,49 | ||||
2025-08-07 | 13F | 1st Source Bank | 47.608 | 3,58 | 2.492 | 6,14 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 82.600 | 919,75 | 4.323 | 946,73 | ||||
2025-07-08 | 13F | Partnership Wealth Management, LLC | 138.907 | 0,89 | 7.270 | 3,40 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 109.310 | 37,25 | 5.721 | 40,67 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 17.804 | -19,48 | 932 | -17,54 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 27.507 | -3,66 | 1.440 | -1,30 | ||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 6.773 | -0,25 | 354 | 2,31 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 4.000 | -23,49 | 209 | -21,43 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 635.558 | 39,13 | 33.265 | 42,60 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 236.701 | -27,01 | 12.389 | -25,19 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 3.131 | 0,00 | 0 | |||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 9.650 | 0,00 | 505 | 2,64 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 25.863 | -11,82 | 1.354 | -9,62 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 688 | 0,00 | 36 | 2,86 | ||||
2025-07-23 | 13F | Wise Wealth Partners | 5.173 | -5,53 | 271 | -3,23 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 40.136 | -55,25 | 2.101 | -54,15 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 5.733 | -0,02 | 300 | 2,74 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 365 | 19 | ||||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 995 | 0,00 | 52 | 4,00 | ||||
2025-08-05 | 13F | Tsfg, Llc | 526.419 | -16,46 | 28 | -15,62 | ||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 15.873 | -0,94 | 831 | 1,47 | ||||
2025-08-13 | 13F | JT Stratford LLC | 47.303 | 0,39 | 2.476 | 2,87 | ||||
2025-07-29 | 13F | Private Trust Co Na | 89.397 | -13,66 | 4.679 | -11,50 | ||||
2025-08-14 | 13F | Fmr Llc | 1.061.274 | -4,05 | 55.547 | -1,66 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 370.454 | 0,38 | 19.390 | 2,88 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3.051.332 | 11,44 | 159.707 | 14,21 | ||||
2025-08-05 | 13F | Key FInancial Inc | 153.644 | 8,10 | 8.042 | 10,79 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 9.090 | 10,84 | 476 | 13,64 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 181 | 0,00 | 9 | 0,00 | ||||
2025-07-21 | 13F | Wallington Asset Management, LLC | 13.445 | -7,63 | 704 | -5,38 | ||||
2025-07-30 | 13F | CORDA Investment Management, LLC. | 52.162 | 0,06 | 2.730 | 2,55 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 1.782.982 | -7,03 | 93.321 | -4,72 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 27.440 | -0,83 | 1.436 | 1,63 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 83.568 | 1,45 | 4.268 | 1,31 | ||||
2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 29.266 | -1,59 | 1.532 | 0,86 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 611.808 | 12,94 | 32.022 | 15,75 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.000.442 | 32,74 | 52.363 | 36,04 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 123.927 | -4,03 | 6.486 | -1,64 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 4.673.435 | 10,75 | 244.607 | 13,50 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 5.527 | 2,69 | 289 | 5,47 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 13.286 | 36,52 | 679 | 43,04 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 6.273 | -4,48 | 328 | -2,09 | ||||
2025-05-15 | 13F | RMB Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 6.358 | -1,21 | 333 | 1,22 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 3.903 | -10,58 | 204 | -8,11 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 42.431 | -12,69 | 2.221 | -10,52 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 116.307 | -14,65 | 6 | 0,00 | ||||
2025-08-15 | 13F | Optimist Retirement Group LLC | 231.117 | -0,78 | 12.097 | 1,69 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 13 | 0,00 | 1 | |||||
2025-08-13 | 13F | Idaho Trust Bank | 63.679 | -2,62 | 3.333 | -0,21 | ||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 38.302 | -5,08 | 2.005 | -2,72 | ||||
2025-08-08 | 13F | Rakuten Securities, Inc. | 1 | 0,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.354 | 5,95 | 71 | 7,69 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 4.928 | -20,34 | 258 | -18,67 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 13.106 | 0,00 | 686 | 2,39 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 6.824 | 3,82 | 357 | 6,57 | ||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 174.450 | 17,97 | 9.131 | 20,90 | ||||
2025-07-16 | 13F/A | CX Institutional | 304.726 | 17,81 | 16 | 15,38 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 5.725 | 84,20 | 297 | 87,97 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 3.019 | -0,07 | 158 | 2,60 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 14.018 | -3,28 | 734 | -0,95 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 198 | 0,00 | 10 | 0,00 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 31.700 | -1,54 | 1.659 | 0,91 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 36 | 0,00 | 0 | |||||
2025-07-16 | 13F | Howard Capital Management Group, LLC | 4.273 | 0,00 | 224 | 2,29 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 15.040 | 95,32 | 787 | 100,25 | ||||
2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 471.136 | 60,16 | 24.659 | 64,14 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 4.536 | 10,80 | 237 | 13,40 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 10.746 | -12,73 | 562 | -10,51 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 81.252 | -1,07 | 4.253 | 1,38 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 788.483 | -4,65 | 41.269 | -2,28 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 5.860 | -0,34 | 307 | 2,00 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 989.774 | 3.960,94 | 51.805 | 4.064,31 | ||||
2025-07-30 | 13F | Fusion Family Wealth LLC | 4.706 | 0,00 | 246 | 2,50 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Main Street Group, LTD | 1.628 | 0,49 | 85 | 3,66 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | -100,00 | 0 | |||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 177.053 | 9,70 | 9.267 | 12,42 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 32.575 | -0,15 | 1.705 | 2,28 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 231 | 579,41 | 12 | 1.100,00 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 54.553 | -7,04 | 2.855 | -4,71 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 135.687 | 0,65 | 7.102 | 3,14 | ||||
2025-07-14 | 13F | Abound Wealth Management | 189 | -86,58 | 10 | -87,32 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 575 | 16,16 | 30 | 20,00 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 5.156 | 0,02 | 270 | 2,28 | ||||
2025-08-11 | 13F | Lcnb Corp | 6.250 | 0,00 | 327 | 2,51 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 33.078 | -7,37 | 1.731 | -5,05 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 99.426 | 3,07 | 5.204 | 5,62 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 30.302 | 1.579 | ||||||
2025-08-08 | 13F | Better Money Decisions, LLC | 36.647 | 2,98 | 1.918 | 5,56 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 150.528 | 1,52 | 7.879 | 4,04 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 580.273 | 13,89 | 30.371 | 16,72 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 2.375 | 0,47 | 124 | 3,33 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 3.816 | 0,00 | 200 | 2,58 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 277 | 15 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 2.110.741 | 15,12 | 110.476 | 17,98 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 30.792 | 7,85 | 1.612 | 10,49 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 49.930 | -6,49 | 2.613 | -4,15 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 14.585 | -46,71 | 763 | -45,38 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 355 | 29,09 | 0 | |||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 8.118 | 0,45 | 425 | 2,91 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-09 | 13F | Beacon Financial Group | 11.793 | 0,00 | 617 | 2,49 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Hancock Whitney Corp | 5.796 | 303 | ||||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 13.475 | 0,47 | 705 | 3,07 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 4.505 | 0,09 | 236 | 2,62 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 14.787 | -97,60 | 1 | -100,00 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 564.436 | 12,08 | 29.543 | 14,87 | ||||
2025-07-22 | 13F | Iowa State Bank | 7.100 | 0,00 | 372 | 2,49 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 569 | 0,00 | 30 | 0,00 | ||||
2025-08-13 | 13F | American Money Management, LLC | 74.235 | -1,46 | 3.885 | 0,99 | ||||
2025-08-04 | 13F | Atria Investments Llc | 67.942 | -60,53 | 3.556 | -59,54 | ||||
2025-08-04 | 13F | Balentine LLC | 887 | -98,30 | 46 | -98,27 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 120 | -49,58 | 6 | -50,00 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 66.725 | 14,27 | 3.492 | 17,10 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 28.759 | 0,00 | 1.505 | 2,52 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 163.483 | -0,08 | 8.349 | 4,74 | ||||
2025-05-14 | 13F | Synovus Financial Corp | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Copley Financial Group, Inc. | 12.373 | 8,05 | 648 | 10,79 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 65.283 | -11,15 | 3.417 | -8,96 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 164 | -33,60 | 9 | -33,33 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 18.083 | 477,18 | 942 | 496,20 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 5.644 | 0 | ||||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 8.840 | 14,05 | 467 | 18,23 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 53.677 | 0,10 | 2.809 | 2,59 | ||||
2025-07-31 | 13F | Sequent Asset Management, LLC | 15.421 | -4,20 | 807 | -1,82 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 655 | 13,32 | 34 | 17,24 | ||||
2025-07-11 | 13F | Williams Financial, LLC | 354.528 | -15,19 | 18.556 | -13,09 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 4.095 | -57,21 | 214 | -56,15 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 6.506 | 26,11 | 341 | 29,28 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 5.895 | 0,00 | 301 | 0,00 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 43.730 | -2,79 | 2.289 | -0,39 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 5.000 | 0,00 | 262 | 4,40 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5.264 | 276 | ||||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 140.868 | 3,44 | 7.373 | 6,01 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3.727.553 | -4,03 | 195.083 | -1,66 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 36.093 | 174,43 | 1.889 | 200,32 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 1.322 | 0,00 | 69 | 2,99 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 430 | 0,00 | 23 | 4,76 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 79.390 | 15,24 | 4.155 | 18,11 | ||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 133.154 | 9,03 | 6.969 | 11,75 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 6.941 | -8,20 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 48.010 | 11,59 | 2.513 | 14,34 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 572 | 0,00 | 30 | 0,00 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 115.122 | 2,57 | 6.070 | 5,90 | ||||
2025-08-11 | 13F | Capital Square, LLC | 5.441 | 5,49 | 289 | 9,51 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 13.348 | 5,51 | 699 | 8,05 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 77.251 | -28,44 | 4.043 | -26,66 | ||||
2025-05-02 | 13F | Invera Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 95.318 | 72,99 | 4.989 | 77,32 | ||||
2025-08-14 | 13F | Sei Investments Co | 9.194 | -12,80 | 481 | -10,59 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 135.902 | 4,31 | 7.113 | 6,90 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 12.240 | -0,10 | 641 | 2,40 | ||||
2025-04-22 | 13F | Wolff Wiese Magana Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6.951 | -6,94 | 364 | -4,72 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 104.524 | -4,45 | 5.471 | -2,08 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 7.100 | 29,30 | 377 | 46,12 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 118 | 0,00 | 6 | 0,00 | ||||
2025-08-14 | 13F | Betterment LLC | 2.512.074 | -2,44 | 131 | 0,00 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 54.259 | 1,30 | 2.840 | 3,80 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Balanced Wealth Group Llc | 770.196 | 4,18 | 40.601 | 7,78 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 79.247 | 53,39 | 4.148 | 57,20 | ||||
2025-07-16 | 13F | Freestate Advisors LLC | 327.023 | -1,56 | 17.116 | 0,88 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 811.784 | -3,87 | 42.489 | -1,48 | ||||
2025-08-12 | 13F | Weitzel Financial Services, Inc. | 33.949 | 1,63 | 1.807 | 10,12 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 28.006 | 0,00 | 1.466 | 2,45 | ||||
2025-07-15 | 13F | Hofer & Associates. Inc | 209.027 | 1,99 | 10.940 | 4,53 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 60 | 0,00 | 3 | 0,00 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 688 | 0,00 | 36 | 2,86 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 4.182.883 | -7,12 | 218.868 | -4,84 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 4.627 | 242 | ||||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 4.994 | -3,42 | 261 | -1,14 | ||||
2025-08-12 | 13F | Argent Trust Co | 19.076 | 0,00 | 998 | 2,46 | ||||
2025-07-14 | 13F | Buttonwood Financial Group, LLC | 102.531 | 2,03 | 5.417 | 14,48 | ||||
2025-08-05 | 13F | Compton Financial Group, LLC | 972.397 | 32,15 | 50.895 | 35,44 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 562.442 | 3,04 | 29.438 | 5,61 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 4.244 | 0,00 | 222 | 2,78 | ||||
2025-08-14 | 13F | Janus Henderson Group Plc | 34.437 | 0,11 | 1.802 | 3,50 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 127.031 | 7,94 | 6.649 | 10,62 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 6.312 | 330 | ||||||
2025-08-11 | 13F | Vanguard Group Inc | 7.656 | 9,34 | 401 | 12,04 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 554 | 0,18 | 29 | 3,57 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 6.334 | 332 | ||||||
2025-08-13 | 13F | Valued Retirements, Inc. | 4.631 | 0,00 | 242 | 2,54 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 105.604 | 11,28 | 5.527 | 14,05 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 17.922 | 0,00 | 938 | 2,51 | ||||
2025-08-06 | 13F/A | Headland Capital, LLC | 15.959 | 0,03 | 835 | 2,58 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 83 | 4 | ||||||
2025-08-04 | 13F | IFG Advisory, LLC | 269.924 | 43,75 | 14.128 | 47,33 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 30.077 | -61,61 | 1.574 | -60,65 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 89.800 | 344,55 | 4.700 | 355,87 | |||
2025-07-15 | 13F | Ballentine Partners, LLC | 6.359 | 0,08 | 333 | 2,47 | ||||
2025-07-09 | 13F | Westbourne Investments, Inc. | 4.075 | 213 | ||||||
2025-04-14 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 321.207 | -55,28 | 16.812 | -54,17 | ||||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 7.266 | 1,88 | 380 | 4,40 | ||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 49.619 | -2,41 | 2.623 | 1,08 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 83.525 | 185,43 | 4.372 | 195,14 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 5.680 | -20,41 | 297 | -18,41 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 11.442 | 28,58 | 605 | 33,04 |
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