Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares 1-3 Year Treasury Bond ETF includono Criteria Caixa, S.a.u., Kaydan Wealth Management, Inc., Wooster Corthell Wealth Management, Inc., MSMR - McElhenny Sheffield Managed Risk ETF, Portfolio Design Labs, LLC, KADENSA CAPITAL Ltd, Divergent Planning, LLC, First American Trust, Fsb, Semitam Bonam Llc, CBM Financial, LLC, DSG Capital Advisors, LLC, Boreal Capital Management LLC, Traub Capital Management LLC, SFG Wealth Management, LLC., Midwest Trust Co, City Center Advisors, LLC, Andrew Hill Investment Advisors, Inc., Westwood Wealth Management, Pacific Point Advisors, LLC, e Valpey Financial Services, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northern Trust Corp | 46.819 | 1,92 | 3.879 | 2,08 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 38.728 | 1,97 | 3.195 | 1,36 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 6.656 | 1,77 | 552 | 1,85 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 2.834 | 1,72 | 235 | 1,74 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 911 | 2.362,16 | 75 | 2.400,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 19.023 | 39,62 | 1.576 | 39,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 5.886 | 0,12 | 488 | 0,21 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 3.122 | 259 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 31.618 | 3,50 | 2.620 | 3,64 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 145.806 | 2,72 | 12.082 | 2,88 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 6.534 | 541 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 352.487 | 35,13 | 29 | 38,10 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 43.181 | 15,72 | 3.578 | 15,87 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 414.500 | 27,78 | 34.346 | 27,99 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 3.773 | 1,95 | 313 | 1,96 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 4.479 | 49,85 | 371 | 50,20 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4.854 | 58,16 | 402 | 58,89 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1.983 | 0,86 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 32.356 | 0,16 | 2.681 | 0,34 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 2.794 | 3,25 | 232 | 3,59 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 16.929 | 3,45 | 1.403 | 3,62 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 58.475 | 7,37 | 4.845 | 7,55 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 93.080 | 2,06 | 7.713 | 2,23 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 3.474 | 285 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 74.817 | 83,90 | 6.199 | 84,22 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 6.978 | 0,10 | 578 | 0,35 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 28.349 | 5,65 | 2.349 | 5,81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.180.332 | 5,42 | 97.802 | 5,58 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 9.484 | 7,13 | 785 | 8,14 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 275.763 | 30,55 | 22.814 | 31,75 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 200.866 | 2,52 | 16.644 | 2,68 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 51.585 | 1,27 | 4.274 | 1,42 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 25.481 | 2.111 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11.683 | 19,17 | 968 | 19,36 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 29.501 | 0,01 | 2.444 | 0,16 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 2.650 | 0,61 | 220 | 0,92 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 34.497 | 1,02 | 2.858 | 1,20 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 6.153 | 85,28 | 510 | 85,77 | ||||
| 2025-06-26 | NP | ROMO - Strategy Shares Newfound/ReSolve Robust Momentum ETF | 151.695 | 185,44 | 12.609 | 188,31 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 22.877 | 1,87 | 1.896 | 2,05 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 5.305 | 0,06 | 438 | 0,23 | ||||
| 2025-08-12 | 13F | Camden National Bank | 132.261 | 5,90 | 10.959 | 6,08 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 18.087 | 1.499 | ||||||
| 2025-08-13 | 13F | Wealthquest Corp | 2.904 | 2,36 | 241 | 2,56 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 13.453 | 105,11 | 1.115 | 105,54 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1.183 | 98 | ||||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 3.425 | 15,48 | 284 | 15,51 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 35.901 | 17,96 | 2.975 | 18,16 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 15.269 | 0,51 | 1.265 | 0,72 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 85.941 | 1,71 | 7.121 | 1,87 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2.668 | 0,91 | 221 | 1,38 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 238.767 | 1,31 | 19.784 | 1,47 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3.129 | 103,58 | 259 | 103,94 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 2.701 | 224 | ||||||
| 2025-07-15 | 13F | Postrock Partners Llc | 5.192 | 5,40 | 430 | 5,65 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 356 | 29 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 121.205 | 10.043 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 11.663 | 16,74 | 966 | 16,95 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 131.009 | 4,42 | 11 | 0,00 | ||||
| 2025-07-24 | 13F | Davis-rea Ltd. | 33.030 | 2.737 | ||||||
| 2025-07-31 | 13F | Mader & Shannon Wealth Management, Inc. | 443.597 | 36.756 | ||||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 5.150 | 8,42 | 427 | 8,67 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 12 | 500,00 | 1 | |||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 19.423 | 288,07 | 1.609 | 288,65 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 100.709 | 6,14 | 8.345 | 6,29 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 28.766 | 2.384 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 45.976 | 8,25 | 3.810 | 8,43 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 11.683 | 181,11 | 968 | 182,22 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 120.556 | 8,53 | 9.989 | 8,71 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 66.683 | 74,20 | 5.525 | 74,51 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 6.055 | 502 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 17.174 | 1.423 | ||||||
| 2025-08-11 | 13F | Dorsey Wright & Associates | 22.077 | 286,98 | 1.829 | 287,50 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 17.752 | 1,04 | 1.471 | 1,17 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 328 | 0,92 | 27 | 3,85 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 446 | 12,63 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 2.750 | 0,36 | 228 | 0,44 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 5.152 | 0,10 | 427 | 0,24 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 140.813 | 96,30 | 11.668 | 96,61 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 153.099 | 95,96 | 12.686 | 96,42 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1.116 | 92 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5.072 | 420 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 285.613 | 4,71 | 23.666 | 4,87 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2.803 | 232 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.115 | 47,88 | 96 | 54,84 | ||||
| 2025-08-14 | 13F | Discovery Capital Management, Llc / Ct | 7.097 | 0,88 | 588 | 1,03 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 262 | 2,34 | 22 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 8.823 | 1 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 148.610 | 0,07 | 12.314 | 0,23 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 1.784 | 2,76 | 148 | 2,80 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 10.008 | 65,83 | 829 | 66,13 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 5.132 | 425 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 61.664 | 1,27 | 5.109 | 1,43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 721.292 | 19,95 | 59.766 | 20,14 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4.642 | 9,40 | 385 | 9,40 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4.089 | 66,22 | 339 | 66,50 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 12.722 | 70,24 | 1.054 | 70,55 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 6.825 | 564 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6.467 | 3,41 | 536 | 3,48 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 766.795 | 146,66 | 63.475 | 146,82 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 54.341 | 4.503 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 244.125 | 39,78 | 20 | 42,86 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 5.167 | 428 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 304 | 0 | ||||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 249.579 | 8,20 | 20.680 | 8,37 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 21.634 | 2,24 | 1.790 | 3,17 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16.152 | 13,82 | 1.338 | 13,97 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 446 | 13,78 | 37 | 12,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.069.365 | 21,84 | 88.608 | 22,04 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 7.567 | 627 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 68.848 | 645,11 | 5.705 | 646,60 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 7.653 | 168,24 | 634 | 168,64 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12.646 | 1,21 | 1.048 | 1,36 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 8.458 | 0,17 | 701 | 0,29 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 15.212 | 103,34 | 1.260 | 103,88 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 29.872 | 12,91 | 2.475 | 13,12 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 26.553 | 69,02 | 2.199 | 69,34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.402.308 | 17.655,23 | 116.195 | 17.694,03 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3.820 | 317 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2.037 | 24,28 | 169 | 24,44 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 1.538 | 0,20 | 127 | 0,79 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 7.702 | 638 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 61.619 | 5.106 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 24.777 | 2,86 | 2 | 100,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 263.490 | 4,49 | 21.799 | 5,44 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 16.345 | 46,78 | 1.354 | 47,01 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 204 | 17 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.367.282 | 2,76 | 113.293 | 2,93 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 6.446 | 0,99 | 534 | 1,14 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 38.929 | 4,91 | 3.226 | 5,08 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1.251 | 0,16 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2.519.904 | 8.100,41 | 30 | -98,82 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 22.775 | 1,71 | 1.887 | 1,89 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 546 | 446,00 | 45 | 462,50 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 26.526 | 9,91 | 2.198 | 10,07 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 84.796 | 825,92 | 7.026 | 828,14 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 65 | 0 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2.573 | 229,87 | 213 | 232,81 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 979.909 | 12,11 | 81 | 12,50 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 38.490 | 6,52 | 3.189 | 6,69 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 7.763 | 636 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4.092 | 15,50 | 339 | 15,70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 30.667 | 275,78 | 3 | |||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 49.641 | 5,04 | 4.113 | 5,22 | ||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 6.069 | 9,83 | 1 | |||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 11.416 | 0,62 | 946 | 0,75 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 25.880 | 2.144 | ||||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 9.475 | 785 | ||||||
| 2025-08-11 | 13F | America First Investment Advisors, LLC | 452.822 | 0,27 | 37.521 | 0,42 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 2.636 | 216 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 3.467 | 0 | ||||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 9.337 | 99,13 | 774 | 99,74 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 51.441 | 69,25 | 4 | 100,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2.101 | 20,82 | 174 | 21,68 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 56.728 | 1,41 | 4.701 | 1,56 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 20.546 | 6,48 | 1.702 | 6,64 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 11.647 | 80,57 | 965 | 81,05 | ||||
| 2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 39.454 | 5,02 | 3.269 | 5,18 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6.957 | 1,24 | 576 | 1,41 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 13.893 | 3.130,93 | 1.151 | 3.188,57 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 19.772 | 17,59 | 1.638 | 17,76 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7.233 | 136,53 | 599 | 137,70 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3.806.681 | 20,35 | 315.421 | 20,54 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 64.055 | 15,05 | 5.308 | 15,24 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 4.141 | 343 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 23.772 | 2,15 | 1.970 | 2,29 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 17.428 | 315,05 | 1.444 | 316,14 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12.987 | 16,58 | 1.076 | 16,83 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 3.470 | 29,24 | 288 | 29,28 | ||||
| 2025-08-12 | 13F | Oak Associates Ltd /oh/ | 30.438 | 11,08 | 2.522 | 11,30 | ||||
| 2025-07-11 | 13F | Arrow Investment Advisors, LLC | 47.902 | 216,37 | 3.969 | 217,01 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 20.832 | 4,31 | 1.720 | 4,18 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12.760 | 9,35 | 1.057 | 9,53 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1.819 | 70,16 | 151 | 70,45 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 10.250 | 986,96 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1.164 | 28,19 | 96 | 29,73 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 67.847 | 41,57 | 5.622 | 41,83 | ||||
| 2025-06-27 | NP | MSMR - McElhenny Sheffield Managed Risk ETF | 201.011 | 16.708 | ||||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 91.923 | 217,97 | 7.617 | 218,53 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 16.114 | 50,70 | 1.335 | 51,02 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 331.793 | 62,83 | 27.492 | 63,09 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 3.073 | 0,89 | 255 | 1,20 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 331.122 | 91,60 | 27.437 | 91,90 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 3.772 | 25,27 | 313 | 25,30 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 22.181 | 8,15 | 1.838 | 8,31 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 456.099 | 12,83 | 37.792 | 13,00 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2.573 | 1,74 | 213 | 1,91 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 7.951 | 659 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 11.575 | 3,66 | 959 | 3,90 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21.546 | 79,40 | 1.785 | 79,76 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 9.444 | 282,35 | 783 | 283,33 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 4.950 | 410 | ||||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 188.265 | 15.600 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 208.636 | 905,57 | 17.288 | 907,40 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 2.758 | 5,35 | 229 | 5,56 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 78.861 | 7 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 2.591 | 3,93 | 213 | 3,90 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 8.460 | 3,42 | ||||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 5.193 | 4,44 | 430 | 4,62 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 4.855 | 1,57 | 402 | 1,77 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 19.505 | 0,07 | 1.616 | 0,25 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 751.385 | 38,91 | 62.260 | 39,13 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 7.098.025 | 123,16 | 588.142 | 123,51 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 44.726 | 8,63 | 3.706 | 8,78 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 91.339 | 2,95 | 7.568 | 3,11 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 64.047 | 60,01 | 5.307 | 61,72 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 6.201 | 50,29 | 514 | 50,44 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 14.398 | 81,77 | 1.193 | 82,14 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 65.199 | 53,86 | 5.379 | 52,81 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 13.131 | 1,28 | 1.088 | 1,49 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.085 | 24,14 | 256 | 24,39 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 24.077 | 0,95 | 1.995 | 1,06 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 5.048 | 418 | ||||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 74.732 | 6.192 | ||||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 9.859 | 0,90 | 817 | 0,99 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 3.000 | 249 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 53.476 | 1,48 | 4.431 | 1,65 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 309.530 | 9,89 | 25.648 | 10,06 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 2.061 | 21,66 | 171 | 21,43 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 12.908 | 1.070 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 68.841 | 4,61 | 5.704 | 4,78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 241.596 | 20.019 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 18.862 | 13,35 | 1.563 | 13,52 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 2.529 | 210 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 87.407 | 54,19 | 7.243 | 54,45 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 4.048 | 5,09 | 335 | 5,35 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 29.354 | 7,71 | 2.432 | 7,90 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 80.424 | 19,10 | 6.664 | 19,28 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 3.855 | 319 | ||||||
| 2025-08-11 | 13F | Addison Capital Co | 9.024 | 4,69 | 748 | 4,77 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 269.355 | 22.319 | ||||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 2.422 | 0,79 | 201 | 1,01 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 783 | 0,13 | 64 | 0,00 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 60.435 | 10,86 | 5.008 | 11,02 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3.010 | 249 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 163 | 150,77 | 13 | 160,00 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 4.460 | 370 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 32.300 | 0,86 | 2.676 | 1,02 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 559.978 | 11,63 | 46.400 | 11,80 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 171.383 | 18,43 | 14.201 | 18,62 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 3.039 | 18,20 | 251 | 18,40 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 3.411 | 0,26 | 283 | 0,36 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 9.088 | 33,84 | 753 | 34,22 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 19.767 | 3,24 | 1.638 | 3,41 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 4.641 | 0,96 | 385 | 1,05 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 17.782 | 0,12 | 1.473 | 0,27 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1.357.404 | 57,22 | 112.474 | 57,46 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 219.335 | 6,31 | 18.174 | 6,49 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 4.123 | 14,34 | 342 | 14,43 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 12.285 | 1.018 | ||||||
| 2025-07-16 | 13F | Amarillo National Bank | 10.822 | 3,23 | 897 | 3,34 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 35.060 | 67,72 | 2.905 | 68,02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.111.008 | 49,74 | 92.035 | 49,89 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 4.934 | 0,08 | 409 | 0,25 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 23.535 | 13,82 | 1.950 | 14,04 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 21.284 | 1,41 | 1.764 | 1,56 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 4.207 | 17,81 | 349 | 17,97 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 285 | 1,06 | 24 | 0,00 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 212.353 | 2,39 | 17.596 | 2,55 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 29.535 | 3,49 | 2.447 | 4,62 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 4.549 | 377 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 19.642 | 1.628 | ||||||
| 2025-08-14 | 13F | KADENSA CAPITAL Ltd | 160.150 | 13.270 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 96.035 | 3,52 | 7.957 | 3,69 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 23.104 | 56,13 | 1.914 | 56,37 | ||||
| 2025-07-25 | 13F | Summa Corp. | 9.690 | 61,50 | 803 | 61,69 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 102.038 | 10,73 | 8.423 | 10,35 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 77.141 | 63,64 | 6.376 | 63,71 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 493.639 | 0,23 | 40.903 | 0,39 | ||||
| 2025-08-15 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 6.990 | 207,39 | 579 | 114,44 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 4.798 | 42,42 | 398 | 42,81 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 118.005 | 0,86 | 9.778 | 1,01 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 81.300 | 8,20 | 6.736 | 9,37 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 22.118 | 0,77 | 1.833 | 0,94 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 31.992 | 252,96 | 2.651 | 253,81 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 25.757 | 609,36 | 2.134 | 611,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5.258.603 | 2,81 | 435.728 | 2,97 | ||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 6.329 | 0,36 | 524 | 0,58 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1.985 | 14,41 | 164 | 14,69 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 23.275 | 29,41 | 1.929 | 29,66 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 464.347 | 18,39 | 38.476 | 18,57 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 26.452 | 31,12 | 2.192 | 31,35 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 19.662 | 26,10 | 1.629 | 26,38 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5.202 | 90,06 | 431 | 90,71 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 237.014 | 223,29 | 19.639 | 223,79 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 360.856 | 2,78 | 29.900 | 2,94 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 3.447 | 4,14 | 286 | 4,40 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 36.044 | 8,09 | 2.987 | 8,27 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 124 | 37,78 | 10 | 42,86 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4.292.636 | 0,73 | 355.624 | 0,87 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 10.950 | 0,80 | 907 | 1,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 30.450 | 10,26 | 2.523 | 10,46 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 134.880 | 11,23 | 11.133 | 10,98 | ||||
| 2025-06-26 | NP | DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES | 33.083 | 118,50 | 2.750 | 120,80 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 190 | 16 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 6.282 | 46,67 | 521 | 46,89 | ||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 75.371 | 19,95 | 6.245 | 20,14 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 7.780 | 645 | ||||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | 0 | ||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 7.042 | 46,98 | 584 | 47,22 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 23.842 | 12,74 | 1.976 | 12,92 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 928 | 77 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 31.895 | 0,54 | 2.643 | 0,69 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2.511.067 | 1,61 | 208.067 | 1,77 | ||||
| 2025-07-25 | 13F | Criteria Caixa, S.a.u. | 2.000.000 | 11.552 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 22.455 | -1,98 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 22.180 | 10,65 | 1.838 | 10,80 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 81.294 | 47,83 | 6.736 | 48,08 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.289.609 | 0,16 | 106.857 | 0,31 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1.171 | 97 | ||||||
| 2025-07-23 | 13F | DMG Group, LLC | 7.605 | 2,53 | 630 | 2,77 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 2.704 | 224 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 306.668 | 25.411 | ||||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 27.826 | 42,64 | 2.306 | 42,90 | ||||
| 2025-08-05 | 13F | Westwood Wealth Management | 13.500 | 1.119 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 400 | 45,45 | 33 | 50,00 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 10.743 | 11,53 | 890 | 11,81 | ||||
| 2025-06-03 | 13F | Invst, LLC | 9.648 | 182,52 | 798 | 186,02 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 44.549 | 8,00 | 3.691 | 8,18 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 707.667 | 6,50 | 58.638 | 6,67 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 11.561 | 0,99 | 958 | 1,06 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 141.855 | 6,95 | 11.754 | 7,12 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 4.987 | 11,52 | 413 | 11,92 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 362 | 36.100,00 | 30 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4.424.160 | 9,42 | 373.082 | 11,53 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 153 | 13 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 47.875 | 5,15 | 3.967 | 5,31 | ||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 12.057 | 986 | ||||||
| 2025-07-28 | 13F | Aries Wealth Management | 39.397 | 16,94 | 3.264 | 17,12 | ||||
| 2025-08-06 | 13F | AIA Group Ltd | 1.411.745 | 109,11 | 116.977 | 109,44 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 832.608 | 2,93 | 68.990 | 3,09 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 22.540 | 22,24 | 1.868 | 22,43 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 1.054 | |||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5.821 | 1,77 | 482 | 1,90 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 32.729 | 2,89 | 2.712 | 3,04 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 23.500 | 1.946 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 105 | 0,96 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2.263 | 121,21 | 188 | 122,62 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 8.900 | 154,29 | 737 | 154,67 | |||
| 2025-07-15 | 13F | Bfsg, Llc | 33.813 | 9,49 | 2.802 | 9,67 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 34.554 | 1,51 | 2.863 | 1,67 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 4.629 | 0,76 | 384 | 0,79 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5.351 | 1,11 | 443 | 1,37 | ||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 81.485 | 7,52 | 6.752 | 7,69 | ||||
| 2025-08-13 | 13F | 1492 Capital Management LLC | 2.520 | 209 | ||||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 3.098 | 1,47 | 257 | 1,59 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 4.393 | 364 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 41.713 | 0,49 | 3.456 | 0,67 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 328.267 | 144,56 | 27.200 | 144,96 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 20.369 | 0,20 | 1.688 | 0,36 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 19.470 | 8,32 | 1.613 | 8,47 | ||||
| 2025-08-01 | 13F | Mizuho Markets Americas Llc | 2.586.103 | 654,74 | 214.284 | 655,93 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 3.245 | 13,30 | 269 | 13,56 | ||||
| 2025-08-12 | 13F | Main Management LLC | 21.371 | 0,74 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 8.486 | 0,64 | 703 | 0,86 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 28.179 | 2.335 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 40.919 | 13,90 | 3.391 | 14,06 | ||||
| 2025-08-12 | 13F | Prudential Plc | 37.024 | 20,00 | 3.068 | 20,18 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2.765 | 0,40 | 229 | 0,88 | ||||
| 2025-07-10 | 13F | Stolper Co | 8.250 | 1,63 | 1 | |||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 39.826 | 3.300 | ||||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 120.913 | 4,64 | 10.019 | 4,80 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 7.432 | 0,66 | 616 | 0,82 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 58.754 | 290,03 | 4.868 | 290,69 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 8.974 | 744 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 243.919 | 6,50 | 20.211 | 6,67 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 3.644 | 302 | ||||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 685.531 | 4,51 | 56.803 | 4,68 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 47.674 | 6,36 | 3.950 | 6,53 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 3.270 | 271 | ||||||
| 2025-08-08 | 13F | Allianz Se | 319.129 | 4,15 | 26.443 | 4,31 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 5.575 | 0,81 | 462 | 0,88 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10.742.829 | 4,90 | 890.151 | 5,07 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 366.227 | 0,84 | 30.346 | 1,00 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 32.743 | 1,21 | 2.713 | 1,38 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 99.682 | 17,30 | 8.260 | 17,48 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 832.544 | 2,62 | 68.985 | 2,78 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2.536 | 0,79 | 210 | 0,96 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 105.660 | 2,01 | 8.755 | 2,16 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 70.466 | 25,89 | 5.839 | 27,24 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 23.020 | 3,73 | 1.903 | 3,59 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 176.949 | 14.662 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 316.095 | 20,91 | 26.192 | 21,10 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 7.575 | 42,15 | 628 | 42,50 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 2.247 | 0,94 | 186 | 1,09 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 4.262 | 21,01 | 353 | 21,31 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 30.446 | 24,19 | 2.523 | 24,36 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 7.143 | 0,99 | 592 | 1,03 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 77.776 | 3,43 | 6.445 | 3,58 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 12.676 | 14,37 | 1.050 | 14,63 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 5.581 | 10,84 | 462 | 11,06 | ||||
| 2025-07-29 | NP | MAMB - Monarch Ambassador Income ETF | 170.760 | 2,15 | 14.113 | 2,19 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 219 | 18 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 9.569 | 6,73 | 793 | 6,88 | ||||
| 2025-07-16 | 13F | Novem Group | 4.185 | 0,92 | 347 | 0,87 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 35.956 | 1,60 | 2.979 | 1,78 | ||||
| 2025-08-13 | 13F | Capital Counsel Llc/ny | 13.175 | 29,48 | 1.092 | 29,73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 227.460 | 6,89 | 18.847 | 7,05 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 4.172 | 11,82 | 344 | 11,69 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 20.645 | 9,92 | 1.702 | 9,66 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1.096 | 27,44 | 90 | 28,57 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25.551 | 10,19 | 2.117 | 10,38 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 143.553 | 23,90 | 11.895 | 24,09 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 3.504 | 290 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 48 | 2,13 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Maseco Llp | 7.030 | 582 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 14.308 | 13,89 | 1.186 | 14,05 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 74.667 | 1,42 | 6.187 | 1,58 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 112.460 | 9.318 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 170 | 14 | ||||||
| 2025-07-25 | 13F | Welch Group, LLC | 34.529 | 37,06 | 2.861 | 37,42 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 130.776 | 11,66 | 10.836 | 12,19 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 17.829 | 134,78 | 1.477 | 135,19 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 214.630 | 13,48 | 17.784 | 13,66 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 394.083 | 36,99 | 32.654 | 37,20 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6.469 | 536 | ||||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 6.063 | 36,28 | 502 | 36,41 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 743.369 | 241,63 | 62 | 238,89 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 72.397 | 2,73 | 5.999 | 2,88 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 38.157 | 24,35 | 3.162 | 25,69 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3.968 | 328 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 40.899 | 3,72 | 3.389 | 3,86 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 12.144 | 1.006 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 47.967 | 139,75 | 3.975 | 140,12 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 84.670 | 5,49 | 6.977 | 5,06 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6.574 | 73,32 | 545 | 73,80 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 12.137 | 2,98 | 1.006 | 3,18 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 181.425 | 128,09 | 15.033 | 128,45 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 135 | 206,82 | 0 | |||||
| 2025-08-14 | 13F | Investment House Llc | 45.539 | 16,33 | 3.773 | 16,52 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 660.278 | 17,71 | 54.711 | 17,90 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 8.534 | 0,42 | 707 | 0,57 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 53.399 | 1,58 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1.099.630 | 0,02 | 91 | 1,11 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 32.815 | 3,65 | 2.719 | 3,82 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5.113 | 3,69 | 424 | 3,93 | ||||
| 2025-09-03 | 13F | American Trust | 4.053 | 336 | ||||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 36.607 | 11,91 | 3.033 | 12,08 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 76.161 | 1,22 | 6.311 | 1,38 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 74.965 | 27,88 | 6.212 | 28,09 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 10.481 | 0,40 | 868 | 0,58 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 825 | 50,00 | 68 | 51,11 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16.880 | 1.399 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 30.625 | 11,51 | 2.538 | 11,66 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 149.044 | 325,96 | 12.350 | 617.350,00 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 13.821 | 2,52 | 1.145 | 2,69 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | 0 | ||||||
| 2025-05-21 | 13F | CBM Financial, LLC | 47.815 | 3.941 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 19.916 | 0,30 | 1.650 | 0,49 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 936 | 4,93 | 78 | 5,48 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 3.465 | 7,84 | 287 | 8,30 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 93.044 | 75,85 | 7.710 | 76,13 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 109.022 | 6,55 | 9.034 | 6,72 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 6.613 | 1,90 | 548 | 2,05 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 22.940 | 9,55 | 1.901 | 9,70 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17.284 | 17,18 | 1.432 | 17,38 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 94.845 | 3,42 | 7.859 | 3,57 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 31.710 | 0,21 | 2.628 | 0,38 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 908 | 75 | ||||||
| 2025-08-18 | 13F | V2 Financial group LLC | 2.418 | 200 | ||||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 10.642 | 14,57 | 882 | 14,71 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 2.830 | 234 | ||||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 61.909 | 28,79 | 5.130 | 29,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 14.728 | 19,47 | 1.220 | 19,73 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 48.534 | 2,07 | 4.022 | 2,21 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 79.788 | 0,57 | 6.611 | 0,73 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 144.890 | 0,04 | 12.006 | 0,19 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 9.460 | 51,77 | 784 | 52,04 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 142 | 12 | ||||||
| 2025-07-30 | NP | FAUDX - Strategic Advisers Short Duration Fund This fund is a listed as child fund of Fmr Llc 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 | 2.001.555 | 44.369,12 | 165.429 | 44.489,76 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 99.783 | 449,98 | 8.268 | 451,20 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 84.467 | 0,21 | 6.999 | 0,36 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 19.562 | 59,13 | 1.621 | 59,29 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 131.739 | 0,70 | 10.916 | 0,86 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 38.367 | 15,60 | 3.179 | 15,81 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 11.581 | 960 | ||||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 16.546 | 28,19 | 1.371 | 28,49 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1.274 | 80,71 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 609 | 6,84 | 50 | 6,38 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 106.371 | 5,66 | 8.814 | 5,82 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 5.699 | 4,03 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 45.762 | 7,03 | 3.792 | 7,18 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 47.089 | 202,51 | 3.902 | 203,11 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 64.205 | 0,64 | 5.320 | 0,80 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 18.952 | 63,75 | 1.564 | 63,43 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 28.746 | 220,54 | 2.382 | 221,32 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 3.150 | 261 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1.093.610 | 68,94 | 90.617 | 69,20 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 2.226 | 0,63 | 184 | 0,55 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 36.763 | 3.046 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 3.329 | 276 | ||||||
| 2025-07-09 | 13F | Bay Rivers Group | 5.541 | 18,83 | 459 | 19,22 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 461.538 | 63,27 | 38.243 | 63,53 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 111.637 | 9,29 | 9.248 | 9,47 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 3.418 | 2,52 | 283 | 2,91 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 3.614 | 299 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4.303 | 357 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 882.610 | 0,21 | 73.133 | 0,37 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 69.106 | 2,17 | 5.726 | 2,34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 152.394 | 39,16 | 12.618 | 39,38 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 2.861 | 0,14 | 237 | 0,42 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 34.034 | 4,99 | 2.820 | 5,18 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 105.453 | 12,66 | 8.738 | 12,84 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 66.354 | 0,09 | 5.498 | 0,26 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 28.786 | 2,51 | 2.385 | 2,98 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 113.984 | 3,12 | 9.445 | 3,28 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 31.169 | 6,19 | 2.482 | 2,22 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 31.124 | 2.579 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3.663 | 304 | ||||||
| 2025-08-05 | 13F | Towercrest Capital Management | 15.711 | 1,34 | 1.302 | 1,48 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 12.288 | 45,11 | 1.018 | 45,43 | ||||
| 2025-07-10 | 13F | Andrew Hill Investment Advisors, Inc. | 15.158 | 1.256 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 252 | 500,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 260.979 | 4,28 | 21.625 | 4,45 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 6.868 | 9,66 | 569 | 9,85 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3.133 | 292,12 | 260 | 292,42 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 18.894 | 8,17 | 1.566 | 8,30 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 588 | 0,86 | 49 | 0,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 23.598 | 13,11 | 1.955 | 13,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 138 | 2.660,00 | 11 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 11.031 | 38,88 | 914 | 39,12 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 6.934 | 26,56 | 575 | 26,71 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 165.623 | 4.421,51 | 13.724 | 4.429,04 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 2 | 100,00 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 185.901 | 163,33 | 15.404 | 163,75 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 2.800 | 0 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 225.209 | 1.772,37 | 18.661 | 1.775,38 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 31.705 | 4,38 | 2.627 | 4,58 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 304.595 | 1,22 | 25.239 | 1,38 | ||||
| 2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 2.062 | 9,92 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 13.448 | 35,62 | 1.114 | 35,85 | ||||
| 2025-05-08 | NP | QBDSX - Quantified Managed Income Fund Investor Class Shares | 1.240.581 | 460,67 | 102.633 | 465,81 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 36.007 | 42,56 | 2.984 | 42,80 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 15.203 | 0,51 | 1.260 | 0,64 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 106.403 | 25,70 | 8.778 | 25,81 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 96.300 | 367,38 | 7.979 | 368,25 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 95.382 | 8,94 | 7.903 | 9,11 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 395.358 | 6,04 | 32.759 | 6,21 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 560 | 46 | ||||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 12.464 | 1.033 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 25.436 | 8,78 | 2.108 | 8,95 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 20.548 | 10,32 | 1.703 | 10,52 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 16.548.351 | 1,60 | 1.371.196 | 1,76 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 49.072 | 1,14 | 4.066 | 1,32 | ||||
| 2025-07-29 | 13F | Koa Wealth Management, LLC | 61.671 | 6,08 | 5.110 | 6,26 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 67.609 | 2,27 | 5.602 | 2,43 | ||||
| 2025-05-30 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 63.097 | 210,07 | 5.220 | 212,95 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 309.962 | 0,48 | 25.683 | 0,64 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 45.617.609 | 593.415,60 | 3.729 | 486,16 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 28 | 2 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6.430.879 | 73,99 | 532.863 | 74,26 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 11.745 | 0,99 | 973 | 1,14 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 31.159 | 22,73 | 2.582 | 22,90 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4.216 | 4,41 | 346 | 3,29 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4.686 | 388 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 6.240 | 4,00 | 515 | 4,05 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 18.013 | 1,01 | 1.493 | 1,15 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 106.856 | 9,44 | 8.854 | 9,62 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 21.053 | 39,86 | 1.744 | 40,08 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 9.122 | 756 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 87.275 | 1,96 | 7.232 | 2,12 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 6.019 | 3,96 | 499 | 3,97 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 14.864 | 2,45 | 1.232 | 2,58 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 28.584 | 23,33 | 2.368 | 23,53 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 5.488 | 0,07 | 455 | 0,22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 235.553 | 470,25 | 19.518 | 471,17 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 520 | 43 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1.291.549 | 9,56 | 107.018 | 9,73 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 169.926 | 1,38 | 14.080 | 1,55 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 345.745 | 1,88 | 28.648 | 2,04 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 12.675 | 32,71 | 1.050 | 32,91 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 42.234 | 16,90 | 3.499 | 17,10 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 5.350 | 50,70 | 441 | 50,51 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 10.390 | 34,71 | 861 | 34,80 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 8.554 | 708 | ||||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 6.744 | 92,30 | 559 | 92,41 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 237.257 | 1,96 | 19.659 | 2,12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 53.063 | 448,17 | 4.397 | 448,81 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 32.899 | 46,00 | 3 | 100,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 4 | 0 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 18.492 | 3,19 | 1.532 | 3,37 | ||||
| 2025-08-07 | 13F | Latko Wealth Management, Ltd. | 18.002 | 39,09 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 48.062 | 20,12 | 3.982 | 20,30 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 141.855 | 11.754 | ||||||
| 2025-07-14 | 13F | Farmers Trust Co | 13.801 | 4,52 | 1.144 | 4,67 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 15.344 | 0,04 | 1.271 | 0,24 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB | 1.403.774 | 4,45 | 116.134 | 5,40 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 3.996 | 331 | ||||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 85.675 | 0,46 | 7.099 | 0,62 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 41.421 | 0,26 | 3.432 | 0,44 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 125.528 | 1,74 | 10.401 | 1,90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 315.094 | 15,52 | 26.109 | 15,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 18.100 | 158,57 | 1.500 | 158,89 | |||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 84.026 | 20,85 | 6.962 | 21,04 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6.058 | 502 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 5.183 | 429 | ||||||
| 2025-08-21 | NP | LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares | 22.755 | 44,95 | 1.885 | 46,46 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5.600 | 180,00 | 464 | 181,21 | |||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 23.292 | 8,79 | 1.930 | 8,92 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 3.701 | 4,78 | 307 | 4,79 |
