Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF includono Kingstone Capital Partners Texas, LLC, Rakuten Investment Management, Inc., RMG Wealth Management LLC, Summit Wealth Group Llc / Co, Fayez Sarofim & Co, Wit, Llc, CIBC World Markets Inc., CIBC World Markets Inc., Midwest Trust Co, Compass Wealth Management, LLC/GA, American Alpha Advisors, LLC, Tradewinds, LLC., Adams Asset Advisors, LLC, My Purposeful Wealth Corp., Vise Technologies, Inc., MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A, NWF Advisory Services Inc., Mainsail Financial Group, LLC, Total Wealth Planning, Llc, e Wesbanco Bank Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 20.894 | 0,51 | 554 | -4,82 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 14.106 | 374 | ||||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 17.456 | 0,98 | 463 | -4,35 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 3.240 | 80.900,00 | 86 | -5,56 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 52.324 | 8,39 | 1.387 | 2,74 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 10.085 | 0,99 | 267 | -4,30 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 789.451 | 12,72 | 20.920 | 7,18 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 25.557 | 52,60 | 677 | 44,66 | ||||
| 2025-08-12 | 13F | Weik Capital Management | 27.810 | 4,51 | 737 | -1,08 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 50.266 | 1.332 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 31.082 | 0,17 | 824 | -5,07 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 76.117 | 14,92 | 2.017 | 8,97 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 74.664 | 2 | ||||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 47.725 | 1.265 | ||||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 354.238 | 2,66 | 9.387 | -2,70 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 15.479 | 24,19 | 410 | 17,82 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 40.069 | 8,87 | 1.062 | 3,11 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 30.557 | 0,40 | 810 | -4,82 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 513 | 42,50 | 14 | 55,56 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 1.020.323 | 3,88 | 27.039 | -1,55 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 33.892 | 43,55 | 898 | 36,06 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 83.553 | 12,22 | 2.214 | 6,39 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 248.853 | 0,04 | 6.595 | -5,18 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 5.843 | 10,37 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 140.016 | 10,78 | 3.710 | 4,98 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 4.904.608 | 132.621 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 175.635 | 20,03 | 4.654 | 13,76 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 418 | 0,48 | 11 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 23.647 | 3,60 | 627 | -1,88 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 43.106 | 0,62 | 1.142 | -4,59 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 638.509 | 6,55 | 17.278 | 3,13 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 132.216 | 119,99 | 3.504 | 108,51 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 96.186 | 0,73 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 17.016 | 0,82 | 451 | -4,46 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 565 | 15 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1.830.412 | 3,79 | 48.506 | -1,63 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 498.216 | 31,21 | 13.203 | 24,36 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 60.739 | 1,44 | 1.610 | -3,88 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 131.585 | 162,57 | 3.487 | 148,89 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 48.224 | 1.278 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 82.454 | 3,09 | 2.185 | -2,28 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 61.407 | 0,90 | 1.627 | -4,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11.264.610 | 12,11 | 298.684 | 6,31 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 176.567 | 0,31 | 4.679 | -4,92 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 3.122.121 | 15,81 | 82.736 | 11,28 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 11.576 | 11,22 | 0 | |||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 131.700 | 0,81 | 3.490 | -4,44 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 21.097 | 50,48 | 1 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 1.198.977 | 6,21 | 31.773 | 0,66 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 1.650.384 | 4,43 | 43.735 | -1,02 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 2.566 | 68 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 118.634 | 11,91 | 3.144 | 6,07 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 39.492 | 5,97 | 1.047 | 0,38 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 21.854 | 579 | ||||||
| 2025-07-21 | 13F | Hilltop National Bank | 45.150 | 1,61 | 1.196 | -1,40 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 11.021 | 0,78 | 292 | -4,26 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 11.877 | 0,19 | 315 | -5,14 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 861.845 | 23 | ||||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 256.635 | 4,61 | 6.801 | -0,86 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 11.650 | 309 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 352.264 | 9.335 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 2.759 | 23,89 | 73 | 17,74 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1.492 | 25,17 | 40 | 18,18 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 7.630 | 202 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 402.732 | 12,73 | 10.672 | 6,85 | ||||
| 2025-08-01 | 13F | First National Trust Co | 111.686 | 3,28 | 2.960 | -2,12 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5.938 | 461,25 | 157 | 441,38 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 28.944 | 3,06 | 767 | -2,29 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 60.726 | 0,01 | 1.609 | -5,19 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 405.457 | 4,17 | 10.745 | -1,27 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 101.296 | 10,64 | 2.684 | 4,88 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 16.285 | 3,29 | 432 | -2,05 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 16.352 | 8,74 | 433 | 3,10 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 172.586 | 0,63 | 4.517 | 3,60 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 355.192 | 0,30 | 9.413 | -4,94 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 287.189 | 20,29 | 7.611 | 14,01 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 775.552 | 4,77 | 20.552 | -0,70 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 406.202 | 17,62 | 11.049 | 25,76 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 89.998 | 1,29 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 32.946 | 7,38 | 1 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 1.318.633 | 33,16 | 34.944 | 26,21 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 16.466 | 0,98 | 436 | -4,18 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 113.053 | 1,86 | 2.996 | -3,48 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 8.421 | 0,96 | 223 | -4,29 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 321.104 | 13,18 | 8.509 | 7,27 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 221.614 | 0,57 | 5.926 | 5,78 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 143.304 | 0,76 | 3.798 | -4,50 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 281.300 | 7,09 | 7.454 | 1,50 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 121.793 | 1,21 | 3.228 | -4,07 | ||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 672.530 | 17,18 | 17.822 | 11,06 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1.400 | 9,72 | 37 | 5,71 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 359.782 | 1,34 | 9.534 | -3,95 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 950.714 | 0,30 | 25.194 | -4,94 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 25.162 | 1,51 | 1 | |||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 1.205.516 | 13,78 | 31.946 | 7,84 | ||||
| 2025-06-17 | NP | MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A | 172.293 | 4.449 | ||||||
| 2025-07-17 | 13F | Sfm, Llc | 116.257 | 9,17 | 3.081 | 3,46 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 9.050 | 240 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 609.311 | 18,17 | 16.147 | 12,00 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 13.269 | 3,43 | 352 | -1,96 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 7.960 | 211 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 252.323 | 2,18 | 6.687 | -3,16 | ||||
| 2025-08-12 | 13F | Camden National Bank | 145.011 | 4,56 | 3.843 | -0,90 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9.335 | 0,28 | 247 | -5,00 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 182.728 | 5,10 | 4.842 | -0,39 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1.973.901 | 0,69 | 52.308 | -4,56 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 18.313 | 0,27 | 485 | -4,90 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 21.448 | 568 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 723.733 | 3,05 | 19.179 | -2,33 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 79 | 11,27 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 10.414 | 276 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 965 | 0,94 | 26 | -3,85 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 126.348 | 39,92 | 3.348 | 32,65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1.901.560 | 9,96 | 50.391 | 4,22 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 26.832 | 0,73 | 711 | -4,44 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 3.850 | 186,89 | 102 | -5,56 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 193.426 | 6,15 | 5.126 | 0,59 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 108.592 | 20,63 | 2.878 | 14,35 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 35.884 | 17,74 | 951 | 11,50 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 16.531 | 38,44 | 438 | 31,53 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 111.076 | 9,02 | 2.944 | 3,34 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 33.073 | 15,98 | 876 | 9,91 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 20.395 | 4,72 | 540 | -0,74 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 7.937 | 10,42 | 210 | 4,48 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 29.508 | 4,94 | 1 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 15.176 | 3,79 | 402 | -1,47 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 27.220 | 721 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 11.781 | 312 | ||||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 135.669 | 4,91 | 3.595 | -0,55 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 38.455 | 4,73 | 1.019 | -0,68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 7.104.121 | 4,19 | 188.259 | -1,25 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 9.246 | 0,66 | 245 | -4,30 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 10.363 | 4,94 | 290 | 7,43 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1.972 | 1,91 | 52 | -5,45 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 4.215 | 613,20 | 112 | 593,75 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 47.498 | 25,42 | 1.259 | 18,90 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 302.057 | 1,65 | 8 | 0,00 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 186.834 | 4,83 | 4.951 | -0,64 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 10.444 | 277 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 15.668.364 | 1,18 | 415.212 | -4,10 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 124.416 | 20,19 | 3.297 | 13,93 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 209.795 | 8,03 | 5.560 | 2,39 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 104.826 | 37,11 | 2.778 | 29,95 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 614.914 | 5,53 | 16.295 | 0,02 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 1.622.840 | 13,02 | 43.005 | 7,11 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 87.272 | 4,15 | 2.313 | -1,28 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 7.932 | 0,24 | 210 | 3,96 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 1.383.074 | 3,21 | 36.651 | -2,18 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 531.329 | 3,06 | 14.080 | -2,32 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1.481 | 0,89 | 39 | -4,88 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 1.639.370 | 3,75 | 43.443 | -1,67 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 219.719 | 29,28 | 5.823 | 22,54 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Call | 371.100 | 40,67 | 9.834 | 33,34 | |||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 672.530 | 17,18 | 18.192 | 13,73 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 19.509 | 14,95 | 1 | |||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 69.347 | 5,08 | 1.838 | -0,43 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 83.321 | 15,30 | 2.208 | 9,31 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 9.706 | 1,46 | 257 | -3,75 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 9.452 | 250 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 7.779 | 210 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 72.623 | 2,91 | 1.925 | -2,48 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 728.852 | 26,42 | 19.315 | 19,82 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 18.208 | 80,05 | 483 | 70,92 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 35.035 | 13,24 | 2.781 | 221,50 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 143.050 | 9,47 | 3.908 | 17,68 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 4.423 | 0,25 | 119 | 4,42 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 97.150 | 1,83 | 2.574 | -3,49 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 458.848 | 4,58 | 12.160 | -0,88 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 77.173 | 1,97 | 2.045 | -3,31 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 15.102 | 80,02 | 409 | 88,02 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 197.805 | 1,72 | 5.242 | -3,60 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 75.082 | 57,09 | 1.990 | 48,88 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 92.094 | 2.440 | ||||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 1.522.859 | 8,13 | 40.356 | 2,48 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 42.585 | 10,30 | 1.129 | 4,54 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 146.342 | 0,25 | 3.878 | -4,97 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1.307.298 | 2,13 | 34.643 | -3,21 | ||||
| 2025-08-13 | 13F | Diametric Capital, LP | 55.857 | 1.480 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 344 | 2,38 | 9 | 0,00 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 3.655 | 2,64 | 97 | -3,03 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 20.644 | 2,00 | 547 | -3,19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26.170 | 44,71 | 694 | 37,23 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 23.828 | 137,40 | 631 | -25,59 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 956.120 | 5,00 | 25.337 | -0,48 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 78.816 | 0,86 | 2.089 | -4,40 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 167.272 | 0,06 | 4.433 | -5,16 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 176.892 | 0,40 | 4.688 | -4,85 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 376.129 | 5,27 | 9.967 | -0,22 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 30.414 | 0,01 | 850 | 2,41 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 379.804 | 0,64 | 10.065 | -4,62 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1.864 | 24,10 | 49 | 19,51 | ||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 1.600 | 42 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 7.873 | 53,11 | 209 | -46,80 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 1.124.692 | 7,67 | 29.804 | 2,04 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 352.406 | 4,08 | 9.339 | -1,36 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.181.806 | 1,92 | 57.818 | 5,05 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 774.894 | 37,62 | 21.054 | 44,34 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 19.571 | 0,07 | 519 | -5,13 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 370.442 | 4,47 | 9.817 | -0,99 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 120.051 | 2,65 | 3.181 | -2,72 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 13.354 | 0,98 | 354 | -4,34 | ||||
| 2025-08-06 | 13F | Outfitter Financial LLC | 56.475 | 1,35 | 1.497 | -3,98 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 534.217 | 4,11 | 14.157 | -1,33 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 22.673 | 3,65 | 634 | 6,03 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 124.241 | 5,58 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 63.626 | 46,42 | 1.686 | 38,77 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 625.015 | 2,38 | 16.563 | -2,97 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 14.258 | 8,16 | 378 | 2,45 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 8.544 | 0,06 | 226 | -5,04 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 581.556 | 8,01 | 15.411 | 2,37 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 46.835 | 19,15 | 1.241 | 13,02 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Put | 173.100 | 71,39 | 4.587 | 62,49 | |||
| 2025-08-01 | 13F | Fairfield Financial Advisors, LTD | 12.009 | 318 | ||||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 37.520 | 994 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 83.629 | 4,89 | 2.216 | -0,58 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 32.215 | 33,00 | 854 | 26,00 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 244.000 | 6.466 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 70.285 | 4,91 | 1.794 | -0,39 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 141.025 | 10,52 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 21.773 | 0,98 | 577 | -4,32 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 11.303 | 0,98 | 300 | -4,17 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 96.113 | 2,38 | 2.547 | -4,93 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 251.800 | 6.673 | |||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 377.205 | 3,59 | 9.996 | -1,83 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 13.957 | 1,77 | 370 | -3,66 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 20.000 | 530 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1.369.767 | 4,72 | 36.299 | -0,75 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 18.535 | 17,72 | 507 | 15,00 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 9.648 | 10,96 | 256 | 4,94 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 142.106 | 4,53 | 3.766 | -0,95 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 27.902 | 0,00 | 739 | -5,26 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 172.558 | 7,94 | 4.573 | 2,30 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 46.434 | 11,63 | 1.231 | 5,76 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 177.204 | 4.696 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1.171 | 44,21 | 31 | 40,91 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12.067.607 | 3,54 | 330.049 | 1,28 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 11.553 | 28,30 | 306 | 21,91 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 1.808.322 | 2,71 | 47.921 | -2,65 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 30.071 | 3,96 | 797 | -1,49 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 15.132 | 0,04 | 401 | -4,98 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 12.894 | 28,49 | 342 | 21,79 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 10.247 | 10,21 | 272 | 4,63 | ||||
| 2025-08-14 | 13F | Fayez Sarofim & Co | 820.000 | 21.730 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1.016.613 | 2,75 | 27.743 | 10,27 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 14.756 | 31,62 | 391 | 24,92 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6.852.538 | 1,24 | 182 | -4,23 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 22.711 | 1,04 | 602 | -4,30 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 31.280 | 2,26 | 829 | -3,16 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 51.639 | 2,36 | 1.368 | -2,98 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 903.333 | 2,82 | 23.938 | -2,55 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 534.911 | 4,40 | 14.175 | -1,05 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 26.983 | 0,14 | 715 | -5,05 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 64.655 | 17,15 | 1.713 | 11,02 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 4.664 | 12,20 | 124 | 6,03 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 10.450 | 380,90 | 277 | 367,80 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 98.573 | 19,36 | 2.612 | 13,12 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 14.018 | 25,93 | 371 | 19,29 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 146.084 | 2,17 | 3.871 | -3,15 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 10.550 | 0,48 | 280 | -4,78 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 46.926 | 0,37 | 1.244 | -4,90 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 157.456 | 76,78 | 4.174 | 67,63 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5.882 | 156 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 15.274 | 6,63 | 405 | 1,00 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 18.189 | 1,89 | 482 | -1,03 | ||||
| 2025-07-11 | 13F | Bell Bank | 40.066 | 17,63 | 1.062 | 11,45 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 8.758 | 0,03 | 232 | -4,92 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 44.898 | 0,76 | 1.190 | -4,50 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 809.803 | 3,91 | 21.460 | -1,51 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 185.079 | 3,42 | 4.905 | -1,98 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 51.033 | 0,83 | 1.352 | -4,45 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 104.662 | 3,13 | 2.774 | -2,26 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 9.981 | 1,88 | 264 | -3,30 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 51.336 | 2,31 | 1.360 | -3,00 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 21.875 | 44,46 | 612 | 45,13 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 102 | 24,39 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 39.071 | 0,40 | 1.035 | -4,87 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 34.814 | 71,81 | 923 | 62,90 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 285.193 | 0,57 | 7.558 | -4,68 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 741.315 | 0,60 | 19.645 | -4,65 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 27.290 | 723 | ||||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 944.248 | 8,23 | 25.023 | 2,58 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 352.264 | 3,27 | 9.335 | -2,13 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 269.747 | 0,31 | 7.148 | -4,93 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 31.372 | 6,42 | 831 | 0,85 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 444 | 0,91 | 12 | -8,33 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 22.301 | 591 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 25.975 | 116,53 | 688 | 105,37 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 118.621 | 3.143 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 50.215 | 2,98 | 1.331 | -2,42 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 65 | 1,56 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 143.924 | 4,62 | 3.814 | -0,86 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 27.715 | 734 | ||||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 368.164 | 9.756 | ||||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 383.170 | 9,97 | 10.154 | 4,22 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 282.642 | 19,46 | 7.490 | 13,23 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2.264 | 33,33 | 60 | 27,66 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 7.878 | 0,03 | 209 | -5,45 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 469.442 | 1,48 | 12.440 | 0,61 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 144.177 | 3,17 | 3.821 | -2,23 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 59.625 | 0,04 | 1.580 | -5,16 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 269.701 | 30,47 | 7.147 | 42,17 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 27.724 | 0,06 | 735 | -5,17 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 153 | 4 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 3.761.756 | 5,30 | 99.687 | -0,20 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 9.000 | 238 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 439.724 | 9,97 | 11.653 | 4,23 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 136.376 | 6,36 | 3.813 | 7,56 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 8.461 | 4,64 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 285.502 | 25,50 | 7.983 | 28,43 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 15.636 | 2,88 | 414 | -0,24 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 127.244 | 4,41 | 3.373 | -1,03 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 11.184 | 296 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10.200 | 0,03 | 270 | -5,26 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 377.573 | 10.006 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 103.986 | 1,50 | 2.756 | -1,54 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 59.500 | 4,42 | 1.577 | -1,07 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 10.414 | 273 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 5.846 | 56,69 | 155 | 48,08 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 702.940 | 2,05 | 18.628 | -3,29 | ||||
| 2025-07-25 | 13F | Charles Schwab Trust Bank | 3.580.367 | 24,04 | 94.880 | 17,56 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 54.257 | 92,50 | 1.438 | 82,36 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 51.183 | 60,24 | 1.358 | 52,07 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 12.752 | 338 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 996 | 20,00 | 26 | 13,04 | ||||
| 2025-07-16 | 13F | American National Bank | 450 | 12 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 616.474 | 12,82 | 16.337 | 6,92 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4.630.952 | 5,53 | 122.720 | 0,02 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 708.636 | 51,40 | 18.779 | 43,49 | ||||
| 2025-08-13 | 13F | Metropolitan Life Insurance Co/ny | 204.700 | 15,65 | 5.425 | 9,62 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 33.109 | 1,19 | 877 | -4,05 | ||||
| 2025-08-14 | 13F | Fmr Llc | 454.355 | 7,03 | 12.040 | 1,44 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 100.500 | 2.663 | ||||||
| 2025-07-25 | 13F | Welch Group, LLC | 11.724 | 44,74 | 311 | 39,01 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 409.831 | 48,42 | 10.862 | 40,69 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 1.817.992 | 5,11 | 49.613 | 2,59 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 10.016 | 0,98 | 265 | -4,33 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 53.377 | 41,61 | 1.414 | -53,47 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 8.764 | 1,48 | 232 | -3,73 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 19.139 | 251,11 | 523 | 13,48 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 23.186 | 0,33 | 614 | -4,95 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 66.304 | 4,25 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 632.513 | 6,66 | 16.762 | 1,09 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1.128 | 30 | ||||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 625.972 | 0,51 | 16.588 | -4,74 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 139.334 | 2,73 | 3.692 | -2,64 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 15.196 | 7.732,99 | 403 | 7.940,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 842 | 32,81 | 22 | 29,41 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 145.472 | 2,28 | 3.855 | -3,04 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 400 | 11 | ||||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 7.864 | 208 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 268.422 | 1,07 | 7.505 | 3,45 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 17.697 | 6,98 | 469 | 1,30 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 19.854 | 1,29 | 526 | -4,01 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 263.090 | 6,60 | 6.972 | 1,03 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2.097 | 160,82 | 56 | 150,00 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 349.363 | 7,51 | 9.258 | 1,90 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 1.868.599 | 1,49 | 52.246 | 2,37 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 33.032.234 | 911.029 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2.727.891 | 0,24 | 72.289 | -4,99 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 49.512 | 1.312 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 14.973 | 29,93 | 419 | 33,12 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 364.231 | 0,51 | 9.652 | -4,74 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 32.210 | 70,83 | 854 | 61,86 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 11.802 | 317 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 534.058 | 28,33 | 14.153 | 21,62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 287.871 | 3,78 | 7.629 | -1,64 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 2.908.929 | 0,96 | 77.076 | -4,31 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 485.007 | 2,04 | 12.853 | 4,52 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 127.314 | 3.421 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8.317 | 220 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 835.035 | 22.128 | ||||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 7.700 | 204 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 352.222 | 1,28 | 9.334 | -4,01 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 20.793 | 138,48 | 551 | 126,75 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 16.738 | 47,73 | 468 | 51,13 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 228.501 | 0,74 | 6.055 | -4,51 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 1.632.590 | 6,61 | 43.264 | 1,05 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 224.572 | 10,29 | 6.036 | 6,02 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1.387 | 0,43 | 37 | -5,26 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 210.039 | 12,90 | 5.566 | 7,02 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 29.600 | 1,50 | 784 | -3,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1.702.200 | 6,18 | 45.108 | 0,64 | |||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 355.740 | 4,43 | 9.612 | 10,44 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 342.695 | 0,01 | 9.081 | -5,21 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 246 | 0,41 | 7 | 0,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 32.877 | 871 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 7.934 | 0,79 | 210 | -4,55 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.539.554 | 21,94 | 67.019 | 16,67 | ||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 1.525.168 | 1,83 | 40.417 | -3,48 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 212.553 | 8,46 | 5.813 | 6,10 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 81.444 | 3,52 | 2.158 | -1,86 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 292.611 | 5,87 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 65.943 | 0,73 | 1.747 | -4,54 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 314.912 | 50,12 | 8.345 | 42,28 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 107.611 | 2,47 | 2.852 | -2,90 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 7.767 | 7,92 | 206 | 1,99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 828.050 | 10,74 | 21.943 | 4,96 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 24.804 | 3,66 | 657 | -1,79 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 349.016 | 1,56 | 9.249 | -3,75 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 8.864 | 0,12 | 235 | -5,26 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 37 | 19,35 | 1 | |||||
| 2025-07-23 | 13F | Penney Financial, LLC | 296.404 | 1,25 | 7.855 | -4,04 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 37.551 | 5,26 | 1 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4.560.879 | 8,48 | 120.863 | 2,81 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 28.120 | 0,53 | 745 | -4,73 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 8.300 | 220 | ||||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 10.913 | 0,68 | 289 | -4,62 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 149.416 | 6,87 | 3.960 | 1,28 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 286.478 | 6,59 | 7.592 | 1,02 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 15.483 | 3,22 | 410 | -2,15 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 23.379 | 0,34 | 620 | -4,92 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 95.571 | 7,46 | 2.533 | 1,85 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.140.296 | 2,33 | 30 | -3,23 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 24.982 | 34,38 | 662 | 27,55 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 51.606 | 0,30 | 1.368 | -4,94 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1.282 | 57,30 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 394 | 173,61 | 10 | 150,00 | ||||
| 2025-07-18 | 13F | Eagle Capital Management, LLC | 894.919 | 3,51 | 24 | -4,17 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 26.628 | 0,57 | 706 | -4,73 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 26.393 | 0,25 | 699 | -5,03 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 148 | 0,68 | 4 | -25,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 160.949 | 1,89 | 4.265 | -3,42 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 54.861 | 12,80 | 1.454 | 6,92 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 1.288.865 | 1,49 | 34.155 | -3,81 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 30.515 | 4,30 | 809 | -1,10 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 424.709 | 1,03 | 11.252 | -4,24 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 30.380 | 805 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 495.271 | 161,92 | 13.125 | 148,23 | ||||
| 2025-04-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 76.190 | 2.174 | ||||||
| 2025-08-11 | 13F | North Forty Two & Co. | 86.668 | 8,04 | 2.297 | 2,41 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 21.569 | 1,50 | 572 | -3,87 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 342.416 | 33,04 | 9.074 | 26,10 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 830 | 31,75 | 22 | 23,53 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 485.525 | 1,36 | 13 | -7,69 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 25.340 | 1,21 | 672 | -4,14 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 183.765 | 0,61 | 4.870 | -4,66 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 362.617 | 0,68 | 9.609 | -4,58 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 96.010 | 25,25 | 2.544 | 18,71 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 7.835 | 0,15 | 208 | -5,05 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 420.582 | 1,21 | 11.145 | -4,07 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 17.428 | 9,42 | 462 | 3,60 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 982.022 | 4,28 | 26.024 | -1,16 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 36.495 | 1,11 | 967 | -4,16 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 12.634 | 17,70 | 0 | |||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 248.723 | 0,87 | 6.591 | -4,40 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 443.402 | 3,96 | 11.750 | -1,47 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 59.388 | 22,40 | 1.574 | 16,00 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 457.150 | 7,94 | 12.114 | 2,30 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 270.500 | 38,56 | 7.168 | 31,33 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12.492 | 27,74 | 331 | 21,25 | ||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 71.089 | 20,79 | 1.884 | 14,47 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 244.259 | 6,60 | 6.473 | 1,03 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 40.209 | 0,14 | 1.066 | -5,08 | ||||
| 2025-08-15 | 13F | Fairfield, Bush & Co. | 11.886 | 315 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 28 | 1 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 732.891 | 2,78 | 19.422 | -2,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 355.477 | 2,12 | 9.420 | -0,94 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 213.928 | 0,24 | 5.669 | -4,99 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 11.291 | 20,09 | 299 | 14,12 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 12.319 | 0,37 | 326 | -4,96 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 12.970 | 37,91 | 344 | 30,92 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 235.394 | 15,89 | 6.238 | 9,85 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 17.673 | 68,31 | 468 | 59,73 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 143.110 | 45,65 | 3.792 | 38,04 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 10.885 | 288 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1.839 | 4,08 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 509.754 | 0,08 | 13.789 | -2,87 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 262.507 | 34,21 | 6.956 | 30,19 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 17.956 | 46,05 | 476 | 38,48 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 618.903 | 0,45 | 16.401 | -4,80 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 799.472 | 2,62 | 21.186 | -2,74 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 165.512 | 26,65 | 4.386 | 20,03 | ||||
| 2025-07-29 | 13F | United Bank | 195.713 | 5,02 | 5.186 | -0,46 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 76.851 | 62,12 | 2.028 | 53,06 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 17.658 | 0,56 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 248.194 | 1,67 | 6.577 | -3,63 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 13.738 | 4.220,13 | 384 | 1.500,00 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 180.008 | 0,03 | 4.770 | -5,19 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 30.508 | 4,28 | 808 | -1,10 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 13.730 | 364 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 65.432 | 13,83 | 1.734 | 7,84 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 362.097 | 20,10 | 9.596 | 13,83 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 60 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 19.215.884 | 5,97 | 509.221 | 0,44 | ||||
| 2025-04-29 | NP | DYTA - SGI Dynamic Tactical ETF | 241.698 | 14,30 | 6.898 | 10,47 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 120.855 | 5,52 | 3.203 | 0,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 42.420 | 30,85 | 1.124 | 24,06 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 57.772 | 25,37 | 1.531 | 18,79 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 70.159 | 3,68 | 1.859 | -1,74 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 374.351 | 38,39 | 9.920 | 31,16 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 215.311 | 174,58 | 5.706 | 160,26 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 39.029 | 7,42 | 1.034 | 1,87 | ||||
| 2025-08-25 | NP | SWJRX - Schwab Monthly Income Fund - Moderate Payout This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 312.645 | 20,39 | 8.285 | 14,12 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 26.187 | 11,81 | 709 | 8,26 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 686 | 1.573,17 | 18 | 1.700,00 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 422 | 1,20 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 32.345 | 0,41 | 857 | -4,78 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 1.285.407 | 1,49 | 34.063 | -3,81 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 97.716 | 6,21 | 2.589 | 0,66 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 52.700 | 52,23 | 1.397 | 44,36 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 125.626 | 1,34 | 3.329 | -3,95 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 25.910 | 15,23 | 687 | 9,24 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 7.671 | 26,04 | 0 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 22.243 | 8,00 | 589 | 2,43 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 193.724 | 8,41 | 5.112 | 3,73 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 9.857 | 0,65 | 261 | -4,40 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 38.910.543 | 2.708 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24.558 | 90,62 | 651 | 80,56 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 152.115 | 0,25 | 4.089 | -3,63 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 290.349 | 0,20 | 7.694 | -5,02 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 160.720 | 70,30 | 4.259 | 61,45 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 1.135 | 476,14 | 31 | 500,00 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 16.036 | 19,71 | 425 | 13,37 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 177.671 | 2,12 | 4.708 | -3,21 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 290.490 | 18,78 | 7.698 | 12,56 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 102.678 | 19,10 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 108.084 | 2.864 | ||||||
| 2025-07-17 | 13F | Robbins Farley Llc | 295.635 | 4,62 | 7.834 | -0,84 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 67.962 | 3,26 | 1.801 | -2,17 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 18.261 | 17,43 | 484 | 11,29 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 70 | 2 | ||||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 26.510 | 13,52 | 703 | 7,67 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 29.526 | 51,59 | 782 | 43,75 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7.529 | 42,30 | 200 | 35,37 | ||||
| 2025-08-04 | 13F | Balentine LLC | 81.459 | 2.265,24 | 2.159 | 2.147,92 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 7.605 | 0,03 | 202 | -5,19 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 112.837 | 0,50 | 2.990 | -4,75 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 10.496 | 278 | ||||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 100.149 | 6,17 | 2.654 | 0,61 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 14.077 | 373 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 131.432 | 67,14 | 3.483 | 74,27 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 92.632 | 13,05 | 2.455 | 7,11 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 37 | 54,17 | 1 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 27.703 | 27,86 | 734 | 21,32 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 284.751 | 5,49 | 7.546 | -0,03 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 18.893 | 24,78 | 501 | 18,20 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 398.881 | 0,25 | 10.570 | -4,98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 812.290 | 3,64 | 21.526 | -1,77 | ||||
| 2025-08-13 | 13F | Miramar Capital, LLC | 77.609 | 11,17 | 2.057 | 5,38 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 250.587 | 3,87 | 6.641 | -1,56 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.161.943 | 42,51 | 30.791 | 35,07 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 6.160 | 25,59 | 163 | 18,98 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 43.292 | 15,53 | 1.147 | 9,55 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 3.000 | 80 | ||||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 26.075 | 0,10 | 691 | -5,22 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 2.947 | 78 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5.922.555 | 0,09 | 156.948 | -5,14 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 3.615 | 244,29 | 96 | 227,59 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 134.491 | 151,60 | 3.564 | 138,55 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 1.083.885 | 7,66 | 28.723 | 2,04 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 16 | 6,67 | 0 | |||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 609.545 | 2,59 | 16.314 | 2,72 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 27.867 | 56,58 | 738 | 48,49 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 9.729 | 0,76 | 258 | -4,46 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2 | 0 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 118.123 | 35,60 | 3.130 | 28,54 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 91.031 | 0,18 | 2.412 | -5,04 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 99 | 43,48 | 3 | 100,00 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 87.219 | 6,04 | 2.311 | 0,52 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 19.871 | 4,50 | 1 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 687.017 | 15,86 | 18.206 | 9,81 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 478.107 | 10,27 | 12.670 | 4,50 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 63.487 | 0,81 | 1.682 | -4,43 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 71.084 | 9,03 | 1.884 | 3,35 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 17.157 | 4,46 | 455 | -1,09 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 27.994 | 33,30 | 1 | |||||
| 2025-07-03 | 13F | Collective Family Office Llc | 95.852 | 1,98 | 2.540 | -3,35 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 58.492 | 0,03 | 1.550 | -5,14 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 38.025 | 366,56 | 1.008 | 343,61 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 232.664 | 1,58 | 6.166 | -3,73 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 11.926 | 28,43 | 316 | 22,01 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 9.316 | 6,40 | 247 | 0,82 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 14.022 | 7,39 | 372 | 1,64 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 1.669.463 | 10,70 | 44.212 | 4,88 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 46.853 | 1.242 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2.243.102 | 1,59 | 59.442 | -3,71 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 211.185 | 5.634 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 262.398 | 5,82 | 6.954 | 0,29 | ||||
| 2025-08-07 | 13F | Nwam Llc | 188.474 | 3,86 | 5.059 | -0,30 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 293.843 | 24,91 | 7.787 | 18,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1.869.995 | 50,23 | 49.555 | 42,38 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 21.967 | 1 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 290.762 | 1,40 | 7.705 | -3,89 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 34.359 | 5,83 | 911 | 0,33 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 8.038 | 1,26 | 213 | -3,62 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 134.251 | 10,64 | 3.558 | 4,86 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 3.046.323 | 1,78 | 80.728 | -3,54 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 491.076 | 3,01 | 13.014 | -2,37 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 109.741 | 3,85 | 2.909 | -1,36 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 65.948 | 1,34 | 1.748 | -3,96 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 1.457.109 | 7,38 | 38.613 | 1,77 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1.029.248 | 8,36 | 27.275 | 2,46 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 83.435 | 1,54 | 2.211 | -3,74 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 108.084 | 1.164,88 | 2.864 | 1.103,36 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 13.789 | 365 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 21.660 | 574 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 895.068 | 1,38 | 23.719 | -3,91 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 767.946 | 2,84 | 20.351 | -2,53 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 6.821 | 364,33 | 184 | 346,34 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 12.261 | 325 | ||||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 15.005 | 21,62 | 398 | 15,41 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 122.266 | 3.240 | ||||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 118.159 | 24,17 | 3.131 | 17,71 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 267.754 | 13,20 | 7.096 | 7,29 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 100.908 | 205,69 | 2.821 | 9,94 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 8.044 | 213 | ||||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 36.686 | 5,28 | 985 | 12,46 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 254.865 | 2,65 | 6.754 | -2,71 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 20.343 | 7,09 | 539 | 4,05 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 155.613 | 3,41 | 4.124 | -2,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 133.249 | 62,21 | 3.564 | 55,23 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 14.334 | 5,28 | 380 | -0,26 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 55.190 | 10,59 | 1.463 | 4,80 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 91.221 | 4,05 | 2.492 | 1,67 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 308.291 | 7,35 | 8.170 | 3,14 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 14.206 | 16,91 | 376 | 10,91 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 14.301 | 379 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 24.824 | 8,03 | 658 | 2,34 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 266.708 | 4,31 | 7.068 | -1,15 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 136.591 | 12,30 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 26.456 | 6,05 | 701 | 0,57 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 39.160 | 9,86 | 1.038 | 4,12 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 15.394 | 11,57 | 408 | 5,71 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 7.889 | 216 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 2.688 | 75 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 24.885 | 9,79 | 659 | 4,11 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 23.123 | 0,52 | 613 | -4,82 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 31.303 | 44,72 | 830 | 37,25 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Diversified Income Fund Class I | 186.851 | 156,19 | 4.952 | 142,82 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 79.488 | 2.306,54 | 2.169 | 677,42 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 536.291 | 9,06 | 14.212 | 3,36 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 586.061 | 5,39 | 15.531 | -0,12 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 9.600 | 254 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 69.614 | 12,21 | 1.845 | 6,34 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 19.185 | 4,97 | 508 | -0,39 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2.721 | 11,06 | 72 | 5,88 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 166.576 | 32,13 | 4.414 | 25,26 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 506.146 | 12,76 | 13.413 | 6,87 | ||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 47.438 | 0,20 | 1.257 | -4,99 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 79.837 | 15,11 | 2.116 | 9,08 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 113.315 | 0,34 | 3.003 | -4,91 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 234.041 | 9,22 | 6.202 | 3,52 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 8.875 | 235 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 15.773 | 431 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 15.295 | 0,03 | 405 | -5,15 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 78.996 | 292,74 | 2.093 | 272,42 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 8.559 | 0,98 | 227 | -4,24 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 9.738 | 0,99 | 258 | -4,09 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 4.336 | 2.810,07 | 115 | 2.750,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 118.068 | 20,21 | 3.129 | 13,91 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 37.700 | 5,60 | 999 | 0,10 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 59.689 | 1.582 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 302.698 | 6,29 | 8.022 | 0,74 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 8.850 | 7,27 | 235 | 1,74 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 431.559 | 4,05 | 11.436 | 6,79 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3.146 | 85 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | Call | 680.000 | 18.020 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 551.977 | 1,95 | 14.627 | -3,37 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | Put | 680.000 | 18.020 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1.551.276 | 135,20 | 41.109 | 122,92 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 33.967 | 238,15 | 910 | 225,00 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 2.445 | -2,75 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 347.595 | 9,59 | 9.211 | 3,87 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 92.780 | 43,15 | 2.459 | 35,65 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 124.100 | 66,80 | 3.289 | 58,08 | |||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 14.366 | 8,59 | 381 | 2,98 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 159.027 | 4,55 | 4.214 | -0,89 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 577.002 | 13,47 | 15.291 | 7,55 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 18.701 | 493 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 165.800 | 28,43 | 4.394 | 21,72 | |||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 29.927 | 12,46 | 793 | 6,59 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 7.999 | 4,33 | 212 | -1,40 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 16.018 | 424 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 99.502 | 4,06 | 2.637 | -1,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 96.529 | 42,86 | 2.558 | 35,42 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2.112.887 | 15,59 | 55.992 | 9,56 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 169.455 | 41,00 | 4.491 | 33,63 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 755 | 0,94 | 20 | 0,00 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 142.657 | 0,01 | 3.989 | 2,36 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 13.465 | 76,59 | 357 | 67,14 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 56.346 | 2,18 | 1.493 | -1,78 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 446.482 | 4,18 | 11.832 | -1,26 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3.025.413 | 3,35 | 80.173 | -2,05 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 248.828 | 22,43 | 6.594 | 16,03 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 23.302 | 2,58 | 618 | -2,83 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 723.110 | 2,20 | 19.162 | -3,14 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 17.861 | 34,35 | 473 | 27,49 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 950.145 | 5,68 | 25.179 | 0,16 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 309.762 | 11,75 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 996.545 | 3,39 | 26.408 | -2,01 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1.607 | 43 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 90.242 | 23,50 | 2.391 | 17,09 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 164.167 | 9,64 | 4.350 | 3,92 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 28.388 | 4,81 | 752 | -0,66 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 48.660 | 18,31 | 1.289 | 14,78 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 3.547 | 0,20 | 94 | -5,10 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 542.570 | 14.378 | ||||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 992.513 | 1,90 | 26.302 | -3,42 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 28.259 | 0,16 | 749 | -5,08 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 11.168 | 296 | ||||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 109.340 | 0,16 | 2.898 | -5,08 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 9.146 | 248 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1.282 | 241,87 | 34 | 230,00 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 27.055 | 31,73 | 717 | 24,74 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 1.266 | 17,44 | 34 | 10,00 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 265.518 | 14,00 | 7.036 | 8,05 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 987.028 | 11,20 | 26.156 | 5,40 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 124.979 | 15,95 | 3.312 | 15,25 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 42.859 | 4,50 | 1.136 | -0,96 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 270.113 | 12,20 | 7.158 | 6,34 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 59.718 | 9,62 | 1.583 | 3,87 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 342.239 | 6,07 | 9.069 | 0,53 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 63.143 | 6,39 | 1.673 | 0,84 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 7.684 | 204 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 42.503 | 0,20 | 1.126 | -5,06 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 39.007 | 1,87 | 1.034 | -3,46 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 12.043 | 1,03 | 329 | 10,07 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 38.646 | 21,26 | 1.024 | 14,93 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 26.244 | 0,17 | 710 | -3,14 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 248.523 | 1,39 | 6.586 | -3,91 | ||||
| 2025-08-14 | 13F | Wit, Llc | 786.995 | 20.855 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 71.610 | 0,18 | 1.898 | -5,06 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6.440 | 4.670,37 | 171 | 5.566,67 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 157.990 | 1,64 | 4.187 | -3,68 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 28.648 | 21,18 | 759 | 15,00 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 350.729 | 1,62 | 9.294 | -3,68 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 65.427 | 75,61 | 1.734 | 66,47 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 42.248 | 3,73 | 1.120 | -1,67 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 65.495 | 18,38 | 1.736 | 12,23 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 630.378 | 17,88 | 16.705 | 11,73 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 44.328 | 0,02 | 1.175 | -5,25 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 40.509 | 22,84 | 1.073 | 16,50 | ||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 14.693 | 0,95 | 389 | -4,19 | ||||
| 2025-07-17 | 13F | SWS Partners | 31.467 | 0,03 | 834 | -5,23 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 13.455 | 8,17 | 357 | 2,59 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 66 | 83,33 | 2 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 84.752 | 1,28 | 2.246 | -4,02 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 508.516 | 1,64 | 13.476 | -3,67 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 23.665 | 0,72 | 627 | -4,42 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 53.039 | 147,37 | 1.406 | 134,56 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 14.474 | 0,01 | 384 | -5,20 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 63.632 | 11,67 | 1.686 | 5,84 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 261.328 | 115,37 | 6.925 | 104,16 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 18.887 | 64,08 | 501 | 55,76 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 330.930 | 286,10 | 8.770 | 265,98 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 226.591 | 4,70 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 14.662 | 1,50 | 389 | -3,72 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 560.252 | 3,93 | 14.847 | -1,50 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 1.196.005 | 3.673,01 | 31.694 | 3.477,20 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3.808.299 | 0,24 | 100.920 | -4,99 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 24.490 | 471,53 | 264 | 121,01 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 281.793 | 7,83 | 7.468 | 2,20 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 260.392 | 8,90 | 6.913 | 3,40 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 7.510 | 0,13 | 199 | -4,78 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 441.825 | 39,41 | 11.708 | 32,14 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 13.853 | 367 | ||||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 34.188 | 0,49 | 906 | -4,84 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4.480 | 119 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 48.231 | 6,52 | 1.278 | 1,03 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 15.413 | 11,91 | 408 | 5,97 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 115.846 | 13,95 | 3.070 | 7,99 | ||||
| 2025-08-28 | NP | INKM - SPDR SSGA Income Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 145.892 | 42,86 | 3.866 | 35,41 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 98.770 | 3,47 | 2.617 | -1,95 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 11.018 | 17,79 | 292 | 11,49 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1.636.892 | 10,15 | 43.378 | 4,40 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4.422 | 0,61 | 117 | 4,46 | ||||
| 2025-08-25 | NP | SWKRX - Schwab Monthly Income Fund - Enhanced Payout This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 510.669 | 9,85 | 13.533 | 4,12 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 78.155 | 136,57 | 2.071 | 124,38 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 54.083 | 25,24 | 1.433 | 18,72 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 26.992 | 8,20 | 715 | 2,58 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 24.417 | 11,78 | 647 | 6,07 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 63.394 | 12,36 | 1.680 | 6,47 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 26.367 | 4,59 | 699 | -0,85 | ||||
| 2025-09-04 | 13F | V. M. Manning & Co., Inc. | 25.668 | 716 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 126.532 | 32,45 | 3.353 | 25,53 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 39.062 | 95,05 | 1.035 | 85,15 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 50.600 | 12,29 | 1.341 | 6,43 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 412.070 | 7,94 | 10.920 | 2,30 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 285.384 | 3,33 | 7.563 | -2,07 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 118.469 | 1,99 | 3.139 | -3,33 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 116.816 | 3.096 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 11.258 | 6,74 | 298 | 1,36 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 57.759 | 5,31 | 1.531 | -0,20 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 177.086 | 29,37 | 5 | 33,33 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1.479.211 | 0,76 | 39.199 | -4,50 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 865.886 | 3,24 | 22.946 | 0,14 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 108.921 | 1,80 | 2.886 | -3,51 | ||||
| 2025-07-29 | 13F | Creekside Partners | 19.639 | 67,57 | 520 | 59,02 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10.139.634 | 1,80 | 268.700 | -3,51 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 805.953 | 9,63 | 21.358 | 3,90 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 394.853 | 64,11 | 10.464 | 55,54 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 466.646 | 4,54 | 12.366 | -0,91 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 105.794 | 10,01 | 2.804 | 4,28 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 62 | 2 | ||||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 249.788 | 2,71 | 6.619 | -2,66 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 12.580 | 25,96 | 265 | -5,38 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 67.890 | 1,70 | 1.898 | 4,11 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 26.593 | 73.769,44 | 705 | 70.300,00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 94.748 | 11,18 | 2.511 | 5,37 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 14.169 | 342,92 | 375 | 321,35 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 968.544 | 1,51 | 25.666 | -3,79 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 108.017 | 13,27 | 2.862 | 7,35 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 24.796 | 1,49 | 657 | -3,81 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 36.730 | 73,39 | 973 | 64,36 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 403.681 | 3,79 | 10.698 | -1,63 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 114.917 | 0,96 | 3.045 | -4,31 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 418.690 | 1,21 | 11.095 | -4,07 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 512.891 | 6,21 | 13.592 | 0,67 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 17.670 | 123,28 | 468 | 111,76 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 102.159 | 1,01 | 2.707 | -4,28 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 8.557 | 0,12 | 227 | -5,04 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 172.277 | 3,75 | 4.565 | -1,66 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 55.672 | 3,66 | 1.475 | -1,73 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 485.603 | 9,53 | 12.868 | 3,82 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 1.825.823 | 6,55 | 48.384 | 0,99 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 41.360 | 282,08 | 1.096 | 262,91 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 20.174 | 51,14 | 535 | 43,16 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 67.075 | 201,35 | 1.777 | 185,69 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 51.656 | 8,81 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 114.440 | 9,11 | 3 | 50,00 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 352.689 | 12,04 | 9.646 | 9,60 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 17.509 | 0,06 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 228.522 | 1,86 | 6.056 | -3,48 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 62.074 | 18,63 | 1.645 | 12,37 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 17.505 | 464 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 1.095 | 15,87 | 29 | 11,54 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 18.158 | 22,25 | 481 | 15,90 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 404.462 | 83,39 | 10.718 | 73,82 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 10.814 | 0,98 | 287 | -4,35 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1.722 | 1,00 | 46 | -4,26 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 515.904 | 30,02 | 13.671 | 23,24 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2.177.360 | 1,59 | 57.700 | -3,71 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 22 | 4,76 | 1 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 231.152 | 19,62 | 6.126 | 13,38 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 11.729 | 3,59 | 321 | 16,36 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 49.285 | 410,62 | 1.306 | 385,50 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 309.925 | 3,29 | 8.213 | -2,10 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1.691.364 | 90,84 | 44.821 | 80,88 | ||||
| 2025-07-30 | 13F | apricus wealth, LLC | 9.655 | 0,93 | 256 | -4,49 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 1.646.711 | 0,18 | 43.638 | -5,05 | ||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 150.769 | 4,86 | 3.995 | -0,62 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1.780 | 140,54 | 0 | |||||
| 2025-08-25 | NP | SWLRX - Schwab Monthly Income Fund - Maximum Payout This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 279.345 | 4,02 | 7.403 | -1,41 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 198.691 | 30,31 | 5.392 | 26,48 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 22.645 | 131,59 | 600 | 119,78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 39.215.993 | 1,11 | 1.039.224 | -4,17 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 10.191 | 0,96 | 270 | -4,26 | ||||
| 2025-07-21 | 13F | Whelan Financial | 1.739.213 | 3,07 | 46.089 | -2,31 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 24.080 | 0,77 | 638 | -4,49 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 49.563 | 19,96 | 1.313 | 13,68 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 112.768 | 10,95 | 2.988 | 5,17 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 7.731 | 0,06 | 205 | -5,56 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 147.985 | 306,07 | 3.922 | 285,17 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 58.130 | 1.540 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 14.422 | 0,05 | 382 | -5,21 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35.719 | 20,15 | 947 | 13,84 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 829.095 | 2.690,06 | 21.971 | 2.547,11 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 327.062 | 9,20 | 8.667 | 3,50 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1.112.718 | 2,04 | 29.487 | -3,28 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 20.522 | 0,34 | 544 | -4,90 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 8.193 | 91,02 | 217 | 82,35 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 58.274 | 1.544 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 186.259 | 15,75 | 5 | 0,00 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 518.741 | 17,63 | 13.747 | 11,48 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 19.957 | 4,88 | 529 | -0,75 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 503.409 | 3,25 | 13.340 | -2,13 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 3.832 | 2,68 | 102 | -2,88 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5.189.527 | 4,31 | 137.522 | -1,14 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 374.237 | 8,15 | 9.917 | 2,51 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 361.853 | 1,53 | 9.589 | -3,77 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 73.546 | 0,18 | 1.949 | -5,07 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 30.398 | 806 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 66.987 | 43,59 | 1.775 | 36,12 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 55.438 | 2,69 | 1.550 | 5,16 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 181.466 | 2,57 | 4.809 | -2,79 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 25.908 | 0,40 | 724 | 2,84 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 14.082 | 0,04 | 373 | -5,09 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 157.008 | 4,04 | 4.161 | -1,40 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 12.821 | 0,25 | 340 | -5,04 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 45.217 | 15,73 | 1.198 | 9,71 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 25.270 | 4,19 | 670 | -1,33 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 20.179 | 8,62 | 535 | 2,89 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 7.970 | 211 | ||||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 25.825 | 0,66 | 684 | -4,60 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 9.471 | 251 | ||||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 11.436 | 4,63 | 303 | -0,66 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 556.558 | 53,84 | 14.749 | 45,80 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 35.796 | 1,69 | 949 | -3,66 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 1.084.360 | 1,54 | 28.736 | -3,76 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 23.606 | 2,51 | 626 | -2,80 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 19.802 | 42,33 | 1 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6.058.642 | 3,16 | 161 | -2,44 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 7.584 | 0,50 | 0 | |||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 214 | 0,94 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 3.289 | 0,46 | 87 | -4,40 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 207.441 | 4,62 | 5.497 | -0,85 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 45.423 | 1,14 | 1.204 | -4,14 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 471.907 | 35,23 | 12.506 | 28,16 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 25.242 | 1,05 | 669 | -4,30 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 141.206 | 43,01 | 3.742 | 37,39 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 73.558 | 13,08 | 1.949 | 7,21 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 8.526 | 226 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 184.522 | 4,02 | 4.890 | -1,43 | ||||
| 2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 1.485 | 39 | ||||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 8.827 | 234 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 15.980 | 18,24 | 423 | 12,20 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 219 | 6 | ||||||
| 2025-07-29 | 13F | BXM Wealth LLC | 57.276 | 21,13 | 1.518 | 15,71 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 882.802 | 56,55 | 23.394 | 48,37 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 17.478 | 17,75 | 463 | 11,57 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 10.101 | 0,17 | 0 | |||||
| 2025-07-31 | 13F | Keystone Financial Planning, Inc. | 6.342.618 | 15,57 | 168.079 | 9,53 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.511.923 | 1,71 | 40.066 | -3,60 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 12.767 | 0,27 | 338 | -5,06 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 158.591 | 4,20 | 4.203 | -1,25 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 59.489 | 1.576 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 135.220 | 3.781 | ||||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 10.395 | 0,94 | 275 | -4,18 | ||||
| 2025-09-03 | 13F | American Trust | 17.584 | 466 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 26.338 | 75,81 | 698 | 66,75 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 212.686 | 8,51 | 5.636 | 2,85 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1.713.040 | 6,66 | 45.396 | 1,09 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 16.564 | 9,16 | 439 | 3,30 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 163.687 | 1,43 | 4.338 | -3,86 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 105.959 | 25,54 | 2.808 | 18,99 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 33.990 | 30,31 | 901 | 23,46 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 68.307 | 5,38 | 1.810 | -0,11 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1.004.274 | 17,63 | 26.613 | 11,49 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 507.927 | 5,11 | 13.460 | -0,41 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2.097 | 6.890,00 | 56 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 608.520 | 1,52 | 16.126 | -3,78 | ||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 78.500 | 2.080 | ||||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 157.121 | 12,42 | 4.164 | 6,55 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 75.000 | 1.988 | ||||||
| 2025-08-04 | 13F | Ledyard National Bank | 708.461 | 10,36 | 18.774 | 4,60 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 47.784 | 3,88 | 1.266 | -1,56 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 275.418 | 3,39 | 7.299 | -2,01 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 53.607 | 8,38 | 1.421 | 2,68 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 144.805 | 11.779,00 | 3.837 | 11.185,29 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 25.282 | 7,62 | 670 | 1,98 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 60.158 | 29,21 | 1.594 | 22,52 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17.133 | 20,10 | 454 | 14,07 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 137.850 | 0,50 | 3.653 | -4,75 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 8.063 | 13,02 | 214 | 7,04 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 134.972 | 13,91 | 3.577 | 7,94 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 7.938 | 3,51 | 210 | -1,87 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 1.223.197 | 0,03 | 32.415 | -5,19 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 8.858 | 20,39 | 235 | 14,15 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 84.991 | 0,68 | 2.252 | -4,58 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 23.283 | 617 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 8.960 | 12,92 | 237 | 7,24 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 1.172.084 | 37,40 | 31.060 | 30,23 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 56.776 | 4,41 | 1.505 | -1,05 | ||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 710.673 | 3,04 | 19.408 | 0,65 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 21.846 | 0,90 | 579 | -4,46 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 882.954 | 8,37 | 23.398 | 2,71 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 7.750 | 0 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 73.470 | 0,82 | 1.947 | -4,47 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 548 | 1,11 | 15 | -6,67 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 89.333 | 0,36 | 2.367 | 3,18 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 25.945 | 2,40 | 688 | -2,97 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 33.692 | 12,17 | 893 | 6,32 | ||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 1.444.389 | 0,29 | 38.276 | -4,95 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1.328.370 | 24,06 | 35.230 | 17,57 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 868.854 | 8,84 | 23.025 | 3,16 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 129.988 | 19,99 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28.436.927 | 2,88 | 753.579 | -2,49 | ||||
| 2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 231.786 | 6.142 | ||||||
| 2025-08-07 | 13F | Latko Wealth Management, Ltd. | 500.869 | 7,71 | 13 | 0,00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 364.787 | 5,23 | 9.667 | 7,78 | ||||
| 2025-07-09 | 13F | Fjell Capital, LLC | 63.472 | 3,63 | 1.682 | -1,75 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 132.607 | 4,72 | 3.514 | -0,73 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 819.827 | 0,53 | 21.725 | -4,72 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 167.272 | 1.060,40 | 4.433 | 999,75 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 20.517 | 0,25 | 544 | -5,07 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 430.270 | 1,59 | 11.402 | -3,72 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 18.175 | 5,65 | 482 | 0,21 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 33.260 | 189,72 | 905 | 182,50 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 850 | 23 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 214.643 | 21,83 | 5.688 | 15,47 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 764 | 0,92 | 20 | -4,76 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 1.423.540 | 5,06 | 37.724 | -0,43 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 53.828 | 9,63 | 1.426 | 3,94 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 188.118 | 8,31 | 4.985 | 2,66 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 42.038 | 29,12 | 1.114 | 22,42 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 580.010 | 245,27 | 15.370 | 227,30 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 49.255 | 24,90 | 1.305 | 18,42 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 2.190 | 0,97 | 0 | |||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 638 | 6,33 | 17 | 0,00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 2.255.238 | 0,07 | 59.764 | -5,16 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 40.994 | 1.086 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 383.236 | 1,81 | 10.156 | -3,51 |
