Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard World Fund - Vanguard Mega Cap Growth ETF includono Anchor Pointe Wealth Management, LLC, Gladwyn Financial Advisors, Inc., McElhenny Sheffield Capital Management, LLC, Francis Financial, Inc., Savvy Advisors, Inc., First International Bank of Israel Ltd., Symphony Financial, Ltd. Co., Integrated Advisors Network LLC, Midwest Trust Co, First Trust Advisors Lp, Capital Investment Counsel, LLC, Berkshire Money Management, Inc., Centurion Wealth Management LLC, VisionPoint Advisory Group, LLC, IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II, Pennington Partners & Co., Llc, Intellus Advisors LLC, Principle Wealth Partners Llc, Leeward Financial Partners, LLC, e Landaas & Co /wi /adv .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 73 | 27 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5.850 | 0,60 | 2.144 | 19,38 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 14.121 | 7,81 | 5.171 | 27,81 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 4.804 | 1,20 | 1.759 | 19,99 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 36.736 | 8,11 | 13.452 | 28,17 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 575.440 | 7,67 | 210.709 | 27,64 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 29.206 | 1,49 | 10.694 | 20,32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1.800 | 5,88 | 659 | 24,57 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 884 | 10,92 | 324 | 31,30 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 21.137 | 15,55 | 7.740 | 36,97 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2.980 | 3,44 | 1.091 | 22,72 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 24.636 | 48,58 | 8.981 | 75,56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 177.393 | 7,26 | 64.956 | 27,15 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 176 | 64 | ||||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 642 | 235 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 582 | 213 | ||||||
| 2025-08-08 | 13F | Financial Life Planners | 7.297 | 2,49 | 2.672 | 21,51 | ||||
| 2025-07-31 | 13F | City State Bank | 2.096 | 1,70 | 767 | 20,60 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 6.052 | 0,02 | 2.216 | 18,57 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 44.886 | 3,09 | 16.436 | 22,21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8.741 | 7,70 | 3.201 | 27,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.498 | 3.844 | ||||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 595 | 218 | 6,37 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 10.065 | 19,68 | 3.685 | 41,89 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 792 | 14,45 | 290 | 36,15 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1.049 | 0,10 | 384 | 18,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 334.734 | 31,83 | 122.570 | 56,29 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2.911 | 11,23 | 1.066 | 31,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15.059 | 7,43 | 5.514 | 27,35 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1.782 | 653 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 209 | 77 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 4.507 | 30,64 | 1.650 | 55,37 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 16.377 | 27,10 | 5.997 | 50,69 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 217.435 | 3,36 | 79.618 | 22,53 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 27.925 | 3,17 | 10.225 | 22,31 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1.458 | 6,97 | 534 | 26,90 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 1.826 | 4,34 | 668 | 23,70 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2.400 | 2,96 | 879 | 22,11 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 12.273 | 0,29 | 4.494 | 18,89 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 4 | 1 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 7.333 | 9,40 | 2.265 | -1,95 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 56.059 | 3,18 | 20.527 | 22,32 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1.279 | 248,50 | 468 | 314,16 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 588 | 216 | ||||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 1.010 | 370 | ||||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 691 | 253 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 5.088 | 1,72 | 1.863 | 20,66 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 13.177 | 4.825 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 50 | 15 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1.182 | 45,75 | 437 | 79,84 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 11.248 | 25,10 | 4.119 | 48,29 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1.518 | 10,96 | 556 | 31,52 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 630 | 231 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 2.603 | 71,14 | 953 | 103,20 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 6.557 | 2.402 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 2.307 | 28,31 | 836 | 50,45 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3.737.341 | 6,01 | 1.368.502 | 25,67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4.022 | 12,03 | 1.473 | 32,85 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1.017 | 372 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9.937 | 1,97 | 3.639 | 36,46 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 1.679 | 615 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 8.480 | 7,51 | 3.105 | 27,46 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 28.092 | 167,42 | 10.287 | 217,08 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 592 | 217 | ||||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 1.400 | 513 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 127.143 | 0,01 | 47 | 17,95 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 1.390 | 1,46 | 509 | 20,09 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 9.310 | 93,56 | 3.409 | 129,56 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 2.626 | 76,24 | 962 | 108,91 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1.248 | 77,78 | 457 | 111,57 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 4.000 | 1.465 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 587 | 215 | ||||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 7 | 0 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 41.767 | 19,91 | 15 | 50,00 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 917 | 5,28 | 336 | 24,54 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1.663 | 58,08 | 609 | 87,65 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 129 | 32,99 | 47 | 62,07 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 24.681 | 9.035 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 43 | 16 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 618 | 226 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 143 | 52 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 1.013 | 371 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 2.404 | 56,41 | 880 | 85,65 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4.997 | 35,68 | 1.848 | 67,45 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 617 | 226 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3.930 | 204,89 | 1.439 | 261,31 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 1.472 | 539 | ||||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 20.006 | 6.936 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1.866 | 82,05 | 683 | 116,14 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1.088 | 398 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.827 | 183,70 | 669 | 237,37 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 8.804 | 298,01 | 3.224 | 371,89 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 748 | 4,62 | 274 | 24,09 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 10.600 | 4,37 | 3.881 | 23,72 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 513 | 188 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4.081 | 49,87 | 1.495 | 77,65 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 23.325 | 30,13 | 8.541 | 54,26 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 4.148 | 1.519 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 25.613 | 1,27 | 9 | 28,57 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 | 0 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2.185 | 7,42 | 800 | 27,39 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 2.400 | 26,32 | 879 | 49,83 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 31.400 | 100,00 | 11.498 | 137,10 | |||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1.999 | 732 | ||||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 10.010 | 63,70 | 3.665 | 94,12 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 38.588 | 8,53 | 14.130 | 28,66 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 766 | 0,52 | 285 | 14,98 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 1.025 | 26,39 | 376 | 50,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 45.473 | 0,81 | 16.649 | 19,50 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.548 | 13,40 | 933 | 21,01 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 60.950 | 20,62 | 22.318 | 43,17 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1.561 | 49,09 | 572 | 77,09 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 23.210 | 306,91 | 8.456 | 380,40 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.296 | 0,22 | 841 | 18,81 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8.014 | 14,06 | 2.935 | 35,21 | ||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 5.107 | 2 | ||||||
| 2025-07-15 | 13F | Cordant, Inc. | 5 | 2 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9.904 | 7,37 | 3.627 | 27,35 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 2.007 | 3,19 | 735 | 22,33 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 88.811 | 31,95 | 32.520 | 56,42 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 29.077 | 32,95 | 10.081 | 49,22 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32.194 | 42,91 | 11.789 | 69,42 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 49.833 | 29,38 | 18.247 | 53,39 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 6.942 | 7,86 | 2.542 | 27,88 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 773 | 282 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28.346 | 29,46 | 10.380 | 53,47 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 214.506 | 6,73 | 78.546 | 26,53 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 73.621 | 80,15 | 26.958 | 113,57 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 651 | 238 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 548 | 4,78 | 201 | 24,22 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 46.000 | 10,52 | 16.844 | 31,02 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 6.474 | 1,16 | 2 | 100,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15.860 | 16,09 | 6 | 25,00 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 780 | 286 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 272.925 | 10,44 | 99.937 | 30,92 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 5.129 | 1,32 | 1.878 | 20,15 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 1.179 | 0,26 | 432 | 18,73 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1.170 | 2,81 | 428 | 21,94 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 23.060 | 49,26 | 8.444 | 76,93 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 4.218 | 4,72 | 1.545 | 24,12 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 116.951 | 0,14 | 42.824 | 18,72 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2.049 | 750 | ||||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 3.408 | 1.248 | ||||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 1.237 | 453 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 27.362 | 5,08 | 10.019 | 24,57 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16.189 | 2,96 | 5.928 | 9,78 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 267.668 | 12,99 | 101.861 | 33,23 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3.277 | 17,84 | 1.273 | 44,87 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 140 | 833,33 | 51 | 1.175,00 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1.002 | 367 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 29.192 | 4.070,29 | 10.689 | 4.848,61 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 1.993 | 5,01 | 730 | 24,40 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 399 | 146 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19.978 | 23,09 | 7.315 | 46,10 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 291 | 410,53 | 107 | 523,53 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 548 | 201 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12.527 | 10,76 | 4.587 | 31,29 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 1.473 | 1 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8.314 | 12,08 | 2.568 | 0,82 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 6.830 | 42,17 | 2.501 | 68,64 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2.190 | 1,96 | 802 | 20,81 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 4.619 | 1.691 | ||||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 1.329 | 487 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 8 | 3 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 11.636 | 26,68 | 4.261 | 50,21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 28.863 | 3,76 | 10.569 | 23,01 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 45.999 | 4,77 | 16.844 | 24,20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 29.292 | 14,04 | 10.726 | 35,19 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 34.707 | 5,91 | 12.709 | 25,56 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 891 | 22,25 | ||||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 1.503 | 16,24 | 550 | 37,84 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 3.568 | 7,83 | 1.306 | 27,79 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 665 | 43,01 | 243 | 69,93 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6.781 | 13,57 | 2.483 | 34,60 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 624 | 228 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 918 | 4,56 | 336 | 23,99 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 30 | 11 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 442.317 | 4,61 | 161.962 | 24,01 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 3.302 | 8,51 | 1.209 | 28,62 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 2.488 | 34,41 | 911 | 59,54 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5.696 | 11,80 | 2.086 | 32,55 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6.104 | 2.235 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 124 | 463,64 | 45 | 650,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 41.381 | 3,75 | 15.152 | 23,00 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1.485 | 17,21 | 544 | 38,87 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 878 | 4,52 | 322 | 23,94 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2.878 | 1.054 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 | 1 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 7.808 | 125,21 | 2.859 | 167,20 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 1.169 | 0,09 | 441 | 21,55 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.476 | 5,63 | 907 | 25,31 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11.412 | 142,81 | 4.179 | 188,01 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 547 | 80,53 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 524 | 6,72 | 192 | 26,49 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3.240 | 1.186 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 95.148 | 1,24 | 34.840 | 20,01 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 913 | 334 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6.630 | 7,44 | 2.428 | 27,33 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 32.209 | 8,04 | 11.794 | 28,07 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 6.016 | 4,44 | 2.203 | 23,78 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 3.368 | 1.233 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 13.079 | 4.789 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 1.284 | 0,31 | 470 | 18,99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.102.761 | 6,74 | 403.798 | 26,54 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12.504 | 1,36 | 4.579 | 20,16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 94 | 2,17 | 34 | 21,43 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 105 | 32 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 1.786 | 54,90 | 654 | 83,71 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6.431 | 0,44 | 2.355 | 19,07 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11.542 | 9,49 | 4.226 | 29,79 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 601 | 220 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3.566 | 135,54 | 1.306 | 179,44 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 163.531 | 10,01 | 59.980 | 30,63 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 152.145 | 20.186,00 | 55.710 | 24.016,88 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 1.545 | 7,29 | 566 | 27,25 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 1.625 | 595 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10.617 | 5,70 | 3.888 | 25,31 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7.665 | 3,81 | 2.807 | 23,34 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 276.075 | 3,53 | 101.090 | 22,74 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15.283 | 4.994,33 | 5.596 | 5.982,61 | ||||
| 2025-08-13 | 13F | Carroll Investors, Inc | 1.549 | 1,18 | 567 | 20,13 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 910 | 333 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 1.628 | 14,01 | 596 | 35,45 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 74.678 | 2,91 | 27.345 | 22,00 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 1.176 | 7,50 | 431 | 27,60 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 3.820 | 1.399 | ||||||
| 2025-07-18 | 13F | Rolek Wealth Management LLC | 2.148 | 11,18 | 786 | 34,82 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 105.294 | 1.557,39 | 38.562 | 1.865,39 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 31.304 | 4,50 | 11.463 | 23,89 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 26.218 | 354,38 | 9.600 | 438,72 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 792 | 290 | ||||||
| 2025-08-14 | 13F | Wallace Hart LLC | 556 | 204 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6.356 | 76,56 | 2.327 | 109,26 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 20.692 | 7.128 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4.505 | 12,48 | 1.650 | 33,31 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 18.659 | 36,64 | 6.833 | 61,97 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 8.447 | 4,05 | 3.093 | 23,37 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 33.606 | 11,63 | 12.306 | 32,33 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9.192 | 3.366 | ||||||
| 2025-05-30 | NP | TBFG - The Brinsmere Fund - Growth ETF | 61.493 | 8,79 | 18.994 | -2,15 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 12.391 | 1.507,13 | 4.537 | 1.806,30 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1.668.738 | 0,93 | 611.042 | 19,65 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1.623 | 8,06 | 594 | 28,29 | ||||
| 2025-05-30 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 39.687 | 6,38 | 12.259 | -4,32 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8.241 | 2,42 | 3.017 | 20,44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.642 | 16,04 | 601 | 37,53 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 54.131 | 0,42 | 19.821 | 19,05 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 459.590 | 59,23 | 168.288 | 88,76 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1.636 | 0,43 | 599 | 19,09 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 609 | 223 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 292 | 14,96 | 461 | 489,74 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 2.974 | 3,44 | 1.089 | 22,64 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 953 | 21,09 | 349 | 43,21 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 6.220 | 10,11 | 2.278 | 30,56 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 79.178 | 0,01 | 28.993 | 18,55 | ||||
| 2025-08-04 | 13F | Fortune 45 LLC | 7.288 | 2,09 | 2.669 | 21,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1.797 | 34,10 | 658 | 59,32 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 119.538 | 0,14 | 43.817 | 18,84 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 893 | 327 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 2.263 | 0,62 | 835 | 33,81 | ||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 655 | 240 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4.095 | 1.499 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 7.944.594 | 2,95 | 2.909.072 | 35,46 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 5.985 | 2,71 | 2.192 | 21,79 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 9.379 | 4,56 | 3.434 | 23,97 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10.900 | 3.991 | ||||||
| 2025-05-13 | 13F/A | Magnolia Capital Advisors Llc | 974 | 334 | ||||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3.200 | 39,25 | 1.172 | 65,16 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 5.458 | 69,08 | 1.150 | 15,36 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4.466 | 82,73 | 1.635 | 116,56 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 600 | 220 | ||||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 7.284 | 92,49 | 2.667 | 128,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.333.958 | 2,25 | 854.626 | 21,21 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 54.989 | 69,04 | 20.136 | 101,53 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 5.449 | 0,52 | 1.995 | 19,18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2.588 | 473,84 | 948 | 581,29 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.536 | 129,29 | 929 | 172,14 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 33.894 | 2,91 | 12.411 | 21,99 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3.092 | 14,69 | 1.132 | 36,06 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 994 | 0,40 | 364 | 19,02 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 56.433 | 0,53 | 20.667 | 19,18 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 93.976 | 18,63 | 34.411 | 40,64 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 121 | 44 | ||||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 20.821 | 144,26 | 7.624 | 189,67 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 647 | 237 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 2.264 | 6,69 | 862 | 31,45 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 1.404 | 0,14 | 514 | 18,48 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 579 | 212 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 1.488 | 45,31 | 545 | 72,15 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1.086 | 0,46 | 398 | 19,22 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1.619 | 0,12 | 616 | 23,25 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 5.669 | 5,73 | 2.076 | 25,30 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1.831 | 670 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 1.580 | 4,71 | 578 | 24,30 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 74.226 | 159,90 | 27.179 | 208,12 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 777 | 10,37 | 284 | 30,88 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 214.060 | 5,74 | 78.382 | 25,36 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 10.091 | 13,88 | 3.695 | 35,01 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 1.450 | 3,57 | 531 | 22,69 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 1.793 | 1.248,12 | 657 | 1.500,00 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 50 | 18 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1.326 | 2,16 | 0 | |||||
| 2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 800 | 247 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2.246 | 7,16 | 823 | 27,05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 623.866 | 383,58 | 202.798 | 408,70 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 8.656 | 15,80 | 3.170 | 37,31 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 4.582 | 5,62 | 1.678 | 25,24 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 19.000 | 18 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4.481 | 7,05 | 1.641 | 26,93 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10.035 | 162,01 | 3.675 | 210,57 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 753 | 276 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2.330 | 66,31 | 720 | 49,79 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 150.800 | 11,07 | 55.218 | 31,68 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 1.034 | 1,67 | 378 | 20,38 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 20.259 | 7.418 | ||||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 1.004 | 368 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 69.251 | 7,42 | 25.357 | 27,35 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 13.150 | 3,75 | 4.815 | 22,99 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1.704 | 25,76 | 624 | 49,04 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 156.954 | 12,90 | 57.471 | 33,84 | ||||
| 2025-09-03 | 13F | American Trust | 113.291 | 41.484 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 8.690 | 4,52 | 3 | 50,00 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 1.441 | 7,70 | 528 | 27,60 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 12.895 | 4.722 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 140 | 51 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 745 | 273 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 3.848 | 95,03 | 1.409 | 131,36 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3.201 | 84,39 | 1.172 | 118,47 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14.196 | 6,04 | 5.198 | 25,74 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 15.090 | 209,35 | 5.526 | 266,87 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 3.000 | 140,00 | 1.099 | 184,46 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 3.482 | 143,84 | 1.275 | 189,12 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 41.688 | 15.265 | ||||||
| 2025-08-26 | 13F | Zeit Capital LLC | 57.451 | 0,38 | 21.037 | 19,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 449.938 | 7,65 | 164.754 | 27,62 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 43.967 | 0,06 | 16.431 | 21,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 2.771 | 5,28 | 1.015 | 24,88 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 558 | 205 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 16.577 | 22,47 | 6.070 | 45,22 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 122.348 | 2,04 | 45 | 18,92 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12.921 | 55,41 | 4.731 | 84,23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4.077 | 33,67 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 23.700 | 132,35 | 8.678 | 175,49 | |||
| 2025-08-11 | 13F | Alps Advisors Inc | 57.095 | 49,52 | 20.906 | 77,26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 50.100 | 57,05 | 18.345 | 86,19 | |||
| 2025-07-16 | 13F | Novem Group | 11.897 | 3,43 | 4.356 | 22,64 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 6 | 2 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 43 | 16 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 593 | 217 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 968.648 | 8,82 | 354.690 | 29,01 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 261.800 | 95.863 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1.139 | 85,50 | 433 | 129,10 | ||||
| 2025-05-29 | NP | SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 | 30.762 | 9.502 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 82 | 30 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 9.200 | 2,19 | 3.369 | 21,15 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 47.410 | 0,91 | 17.360 | 19,63 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.360 | 7,98 | 2.034 | 30,55 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 963 | 8,08 | 353 | 28,00 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Growth ETF | 1.134 | 10,20 | 358 | -0,28 | ||||
| 2025-07-22 | NP | DLCFX - Destinations Large Cap Equity Fund Class I | 606.600 | 303,24 | 208.962 | 310,48 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 1.770 | 648 | ||||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 26.104 | 905,16 | 9.559 | 1.091,77 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 861 | 5,90 | 315 | 25,50 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 31 | 181,82 | 11 | 266,67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3.541 | 1.297 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 83.322 | 9,17 | 30.511 | 29,42 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 19.589 | 181,05 | 7.173 | 233,16 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 1.191 | 14,63 | 436 | 36,25 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 343 | 19,10 | 126 | 42,05 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 784 | 5,38 | 287 | 25,33 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 75 | 28 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7.852 | 0,01 | 2.875 | 18,61 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 3.990 | 1.461 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1.895 | 0,05 | 694 | 18,66 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1.885 | 3,23 | 1 | |||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6.361 | 673,84 | 2.450 | 868,38 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 2.018 | 7,80 | 739 | 27,68 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1.226 | 2,94 | 449 | 22,07 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 687 | 251 | ||||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 9.927 | 5,00 | 3.635 | 24,45 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2.117 | 12,37 | 775 | 33,39 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 40 | 15 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 21.606 | 82,53 | 7.911 | 116,38 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 990 | 363 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 195.369 | 14,43 | 72 | 36,54 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 6.651 | 1,68 | 2.436 | 20,54 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 9.342 | 30,66 | 2.885 | 17,52 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 28.572 | 6,73 | 10.462 | 26,54 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 4.305 | 2,62 | 1.576 | 21,70 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 983 | 360 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3.791 | 0,13 | 1.388 | 18,84 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 147.010 | 4,87 | 53.831 | 24,32 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 1.129 | 15,20 | 412 | 36,09 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6.426 | 11,60 | 2.353 | 32,28 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 19.126 | 7.003 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 3.771 | 12,57 | 1.385 | 33,85 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 1.003 | 367 |
