Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Index Funds - Vanguard Small-Cap ETF includono Kingstone Capital Partners Texas, LLC, Glenmede Investment Management, LP, Searcy Financial Services Inc /adv, EBI - Longview Advantage ETF, Tribridge Partners Financial LLC, Code Waechter LLC, Midwest Trust Co, Atlantic Union Bankshares Corp, Gamco Investors, Inc. Et Al, Veridan Wealth LLC, Cornerstone Planning, LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Blueprint Financial Advisors LLC, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, J Hagan Capital, Inc., Private Wealth Advisors, LLC, BCS Private Wealth Management, Inc., 21 West Wealth Management LLC, Fund Evaluation Group, LLC, e Horizon Bancorp Inc /in/ .
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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 20.267 | 9,46 | 4.803 | 16,98 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 2.477 | 587 | ||||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 1.807 | 36,17 | 428 | 45,58 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1.347 | 320 | ||||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 6.232 | 0,16 | 1.531 | 11,92 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6.926 | 16,52 | 1.641 | 24,60 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 10.561 | 38,12 | 2.364 | 39,47 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 888 | 95,16 | 210 | 118,75 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 883 | 212 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 32.288 | 0,11 | 7.652 | 6,98 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 515.318 | 0,03 | 122.120 | 6,90 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2.559 | 3,02 | 606 | 10,18 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 2.384 | 6,19 | 571 | 25,27 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 32.125 | 3,10 | 7.621 | 10,29 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 77.248 | 3,69 | 18.367 | 11,17 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 8.500 | 2.014 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 72.433 | 225,78 | 17.165 | 248,17 | ||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 1.280 | 277 | ||||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 1.478 | 4,97 | 350 | 12,18 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 8.740 | 2.071 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 55.536 | 6,35 | 13.161 | 13,65 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 4.348 | 0,35 | 1.030 | 7,29 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 1.080 | 0 | ||||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 12.847 | 3,91 | 3.045 | 11,05 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2.859 | 0,49 | 677 | 7,46 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 190.237 | 790,46 | 45.083 | 847,30 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 39.373 | 2,11 | 9.331 | 9,12 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 3.940 | 236,75 | 935 | 260,62 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 125.357 | 14,68 | 29.707 | 22,56 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 14.118 | 1,78 | 3.346 | 8,78 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 112.399 | 11.756,43 | 26.637 | 12.062,56 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1.978 | 470 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 10.685 | 0,19 | 2.532 | 7,11 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 6.857 | 22,75 | 1.625 | 31,18 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 262.478 | 69,16 | 62.202 | 80,78 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 1.888 | 16,26 | 447 | 24,17 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 15.515 | 34,48 | 3.677 | 43,71 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 1.545 | 35,65 | 367 | 45,63 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 78 | 2.500,00 | 18 | -64,71 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 31.217 | 251,54 | 7.398 | 275,67 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 31.202 | 39,68 | 7.394 | 49,28 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 4.527 | 17,71 | 1.073 | 25,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19.200 | 3,35 | 4.550 | 10,44 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 38.014 | 2,14 | 9.038 | 9,52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 65.563 | 21,26 | 15.537 | 29,59 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 12.059 | 18,63 | 2.862 | 27,09 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 84.856 | 5,81 | 20.109 | 13,08 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3.883 | 6,88 | 920 | 14,29 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1.629 | 18,04 | 386 | 26,14 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 900 | 213 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 99.349 | 0,97 | 23.544 | 7,90 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 1.805 | 428 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 247 | 0,41 | 59 | 7,41 | ||||
| 2025-08-12 | 13F | Bokf, Na | 36.045 | 20,36 | 8.542 | 28,63 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 23.161 | 46,06 | 5.489 | 56,09 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25.505 | 2,50 | 6.044 | 9,55 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 25.582 | 2,05 | 6.062 | 9,07 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 15.423 | 6,13 | 3.667 | 13,81 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 4.993 | 0,30 | 1.183 | 7,25 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2.613 | 4,65 | 619 | 11,93 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 2.182 | 2,15 | 517 | 9,30 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 36.726 | 2,22 | 9 | 28,57 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 2.368 | 3,45 | 561 | 10,65 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 292.062 | 4,06 | 69.213 | 11,21 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11.522 | 5,73 | 2.730 | 13,00 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 54.450 | 2,80 | 12.904 | 9,86 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 69.123 | 2,66 | 16.381 | 9,71 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 19.113 | 7,53 | 4.529 | 14,92 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.917.060 | 1,29 | 454.305 | 8,25 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 339 | 80 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 267.629 | 5,67 | 63 | 12,50 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5.569 | 6,22 | 1.320 | 26,46 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 2.272 | 7,22 | 1 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 18.455 | 894,88 | 4.373 | 963,99 | ||||
| 2025-07-28 | 13F | Essex LLC | 4.017 | 238,99 | 952 | 263,36 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 62.010 | 2,86 | 14.695 | 9,93 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 1.475 | 350 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 12.945 | 0,57 | 3.181 | 19,01 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 15.762 | 0,72 | 3.735 | 7,64 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 150 | 19,05 | 36 | 29,63 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 136.154 | 7,57 | 32.273 | 14,98 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 859 | 204 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 14.567 | 24,00 | 3.452 | 32,48 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 17.453 | 202,58 | 4.136 | 223,63 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 1.884 | 5,02 | 446 | 12,34 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 5.105 | 4,74 | 1.210 | 11,94 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4.983 | 8,47 | 1.181 | 15,91 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 51.313 | 9,21 | 12.160 | 16,71 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 37.699 | 250,56 | 8.934 | 274,71 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 11.705 | 0,11 | 2.774 | 6,98 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 843 | 205 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 6.318 | 8,24 | 1.497 | 15,69 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 5.069 | 4,99 | 1.201 | 12,24 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 641 | 23,98 | 152 | 32,46 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 8.519 | 1,45 | 2.019 | 8,38 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15.058 | 72,78 | 3.568 | 84,68 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 20.573 | 7,45 | 4.875 | 14,84 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 76.939 | 3,91 | 18.233 | 11,05 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 243 | 58 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 1.356 | 7,70 | 301 | -0,66 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 77.185 | 22,62 | 18.291 | 31,05 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1.261 | 5,79 | 299 | 12,88 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 37.526 | 1.545,88 | 8.893 | 1.660,79 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 124.643 | 21,65 | 29.538 | 30,00 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 6.315 | 8,26 | 1.497 | 15,70 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1.535 | 56,15 | 0 | |||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 6.534 | 0,37 | 1.548 | 7,28 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 1.203 | 0,84 | 285 | 7,95 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 41.533 | 3,44 | 9.842 | 10,55 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 1.703 | 403 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 669 | 159 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 3.780 | 8,56 | 896 | 15,93 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 6.768 | 10,10 | 1.604 | 17,61 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 35.114 | 8.321 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 86.776 | 59,74 | 20.571 | 70,76 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 12.036 | 16,84 | 2.852 | 24,87 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 11.154 | 0,31 | 2.643 | 7,22 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 4 | 1 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 20.306 | 0,07 | 4.812 | 6,96 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 548 | 10,26 | 130 | 17,27 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2.955 | 136,40 | 700 | 152,71 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 5.146 | 12,36 | 1.220 | 20,10 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 5.645 | 6,31 | 1.338 | 13,59 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 34.544 | 8.186 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 396.389 | 3,73 | 94 | 10,71 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 125 | 0,81 | 30 | 0,00 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 10.276 | 0,14 | 2.435 | 7,03 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 3.721 | 12,11 | 882 | 19,70 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6.102 | 103,60 | 1.446 | 117,77 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 3.570 | 15,65 | 846 | 23,54 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 41.986 | 0,30 | 9.950 | 7,19 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 128 | 30 | ||||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 9.918 | 28,31 | 2.350 | 37,11 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 84.832 | 10,39 | 20.171 | 18,37 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 2.821 | 0,21 | 669 | 7,05 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 1.638 | 0,06 | 388 | 6,89 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 82 | 19 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 1.437 | 34,68 | 341 | 44,07 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 40.956 | 3,68 | 9.706 | 10,80 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 13.293 | 0,07 | 3.150 | 6,96 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 53.727 | 6,18 | 12.732 | 13,48 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 560 | 25,84 | 133 | 34,69 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 22.533 | 1,43 | 5.340 | 8,38 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 1.176 | 279 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 48.895 | 6,69 | 11.590 | 14,05 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 3.485 | 6,87 | 826 | 21,86 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 20.645 | 163,63 | 4.893 | 181,80 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 1.806 | 428 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 105.921 | 25.184 | ||||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 42.259 | 29,40 | 10.015 | 38,30 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 1.082 | 256 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 14.877 | 2,69 | 3.526 | 9,74 | ||||
| 2025-08-12 | 13F | Ade, Llc | 1.090 | 258 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 9.090 | 4,63 | 2.154 | 11,84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 12.480 | 12,99 | 2.957 | 20,74 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1.983 | 3,34 | 470 | 10,35 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 1.321 | 0 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 35.019 | 1,00 | 8.299 | 7,93 | ||||
| 2025-08-01 | 13F | First National Trust Co | 3.589 | 0,98 | 851 | 7,87 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 36.672 | 15,59 | 8.691 | 23,53 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1.016.812 | 120,75 | 241.687 | 136,62 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 22.613 | 44,56 | 5.359 | 54,53 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 35.042 | 5,02 | 8.304 | 12,23 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 2.116 | 50,71 | 502 | 61,09 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 10.272 | 2,08 | 2.434 | 9,10 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 7.797 | 2,96 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 8.227 | 6,37 | 1.950 | 13,64 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 58.506 | 18,43 | 13.865 | 26,55 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 2.527 | 599 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 12.434 | 104,47 | 2.947 | 118,55 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 8.918 | 0,60 | 2.142 | 8,13 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 83 | 15,28 | 20 | 26,67 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 1.084 | 6,27 | 257 | 14,80 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 13.979 | 3.313 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 1.723 | 10,52 | 410 | 18,55 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 24.190 | 0,91 | 5.733 | 7,85 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 143.610 | 6,46 | 34.033 | 13,77 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 12.945 | 21,53 | 3.073 | 30,10 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1.254 | 2,53 | 297 | 9,59 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1.027 | 244 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 78.252 | 100,73 | 18.545 | 114,18 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 246.587 | 17,37 | 58 | 26,09 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 24.464 | 20,27 | 5.425 | 25,01 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5.987 | 5,02 | 1.419 | 12,18 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 1.590 | 24,71 | 377 | 33,33 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 33.687 | 0,26 | 7.983 | 7,15 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 3.689 | 48,81 | 874 | 59,20 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 5.620 | 14,09 | 1.332 | 21,89 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 7.728 | 1,71 | 1.831 | 8,73 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 4.434 | 6,03 | 1.078 | 33,09 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 1.608 | 14,69 | 381 | 22,90 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 2.471 | 586 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 2.585 | 0,04 | 612 | 6,99 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 68.263 | 1,21 | 16.177 | 8,16 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 8.725 | 8,02 | 2.070 | 15,52 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 33.014 | 7,47 | 7.850 | 15,24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2.342.693 | 7,99 | 554.795 | 15,33 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2.151 | 10,76 | 1 | |||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 1.596 | 5,28 | 382 | 13,69 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2.253 | 2,78 | 534 | 9,67 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 1.448 | 8,14 | 343 | 18,69 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 104.761 | 3,53 | 24.826 | 10,64 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 1.554 | 0,13 | 368 | 6,98 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 887 | 210 | ||||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 164 | 39 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 3.039 | 34,59 | 731 | 45,62 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 132.760 | 25,32 | 31.461 | 33,93 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 1.740 | 2,96 | 412 | 10,16 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 10.418 | 9,54 | 2.469 | 17,02 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 56.557 | 196,86 | 13.447 | 218,35 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 96.008 | 2,26 | 21.290 | -5,63 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1.210 | 1,00 | 287 | 7,92 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20.327 | 18,84 | 4.817 | 27,03 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1.093 | 54,60 | 259 | 65,38 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 24.016 | 0,73 | 5.691 | 7,66 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3.401 | 2,04 | 806 | 9,08 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 667 | 158 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1.763 | 56,43 | 426 | 71,37 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 1.338 | 15,84 | 317 | 23,83 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 685 | 162 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 1.142 | 272 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 57.743 | 2,75 | 13.684 | 9,81 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 19.156 | 6,71 | 4.540 | 14,05 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 131.788 | 4,51 | 31.231 | 11,69 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 81.694 | 37,10 | 19.659 | 55,61 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14.479 | 1,08 | 3.434 | 8,09 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 165 | 3,12 | 0 | |||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 9.055 | 2,57 | 2.146 | 9,61 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 949 | 225 | ||||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 77.378 | 6,09 | 18.337 | 13,37 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 21.703 | 5,77 | 5.143 | 13,03 | ||||
| 2025-07-18 | 13F | United Bank | 22.656 | 2,01 | 5.369 | 9,04 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 80.275 | 1,23 | 19.024 | 8,18 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 28.518 | 1,61 | 6.758 | 8,60 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 8.686 | 20,15 | 2.058 | 28,38 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 47.929 | 1,52 | 11.358 | 8,49 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8.618 | 10,20 | 2.049 | 18,17 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 43.819 | 0,90 | 10.384 | 7,83 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 10.453 | 0,48 | 2.477 | 7,42 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 46.782 | 1,16 | 11.086 | 8,11 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 1.370 | 0,22 | 325 | 6,93 | ||||
| 2025-07-21 | 13F | Intrinsic Value Partners, LLC | 9.528 | 17,85 | 2.258 | 25,95 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1.024 | 249 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 13.497 | 1,95 | 3.199 | 8,96 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6.964.529 | 4,61 | 1.653.133 | 12,04 | ||||
| 2025-04-28 | NP | JSCNX - Small Cap Value Fund Class NAV | 31.397 | 124,04 | 7.460 | 104,36 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14.794 | 10,77 | 3.506 | 18,37 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 45.993 | 1,71 | 10.199 | -6,13 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 3.172 | 752 | ||||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 890 | 211 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 177.463 | 9,97 | 42.074 | 17,57 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 18.318 | 3,82 | 4.341 | 10,97 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3.757 | 38,74 | 908 | 62,14 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 851 | 202 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 63.362 | 17,27 | 15.016 | 25,32 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 12.162 | 66,79 | 2.882 | 78,23 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6.153 | 0,70 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.925.111 | 2,58 | 930.173 | 9,63 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 23.422 | 27,98 | 5.559 | 36,96 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 894 | 212 | ||||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 120 | 28 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1.669 | 0,30 | 395 | 7,34 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 19.526 | 26,25 | 4.627 | 34,94 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 1.626 | 11,75 | 395 | 22,67 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 1.457 | 0,07 | 345 | 7,14 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 9.436 | 11,71 | 2.236 | 19,38 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 51.548 | 6,61 | 12.216 | 13,94 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 18.848 | 4,23 | 4.467 | 11,37 | ||||
| 2025-08-14 | 13F | State Street Corp | 383.669 | 31,00 | 91.224 | 40,47 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2.687 | 23,88 | 659 | 40,00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3.456 | 110,09 | 819 | 125,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 356.700 | 2,57 | 84.531 | 9,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 102.180 | 4,09 | 24.215 | 11,24 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 583.423 | 1,26 | 138.260 | 8,21 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 82.151 | 4,66 | 19.468 | 11,85 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 345.967 | 1,41 | 81.987 | 8,37 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 33.922 | 6,01 | 8.039 | 13,28 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 49.578 | 16,25 | 11.749 | 24,21 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 94.028 | 16,04 | 22.283 | 24,01 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 332 | 970,97 | 79 | 1.200,00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 20.733 | 3,56 | 4.913 | 10,68 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 4.239 | 15,16 | 1.005 | 23,04 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 68.213 | 16,47 | 16.165 | 24,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5.868.185 | 0,88 | 1.390.642 | 7,81 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 6.480 | 15,00 | 1.536 | 22,90 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 194.596 | 10,32 | 46.116 | 17,89 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.382 | 3,81 | 1.749 | 10,98 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 6.929 | 40,75 | 1.642 | 50,41 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 33.036 | 17,83 | 7.829 | 25,93 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 27.636 | 5,52 | 6.549 | 12,78 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 8.273 | 51,05 | 1.960 | 61,45 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5.186 | 2,49 | 1.229 | 1,07 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 7.596 | 48,10 | 1.800 | 58,31 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 70.328 | 4,78 | 16.666 | 11,98 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 54.753 | 0,41 | 12.141 | -7,33 | ||||
| 2025-07-16 | 13F | Randolph Co Inc | 121.084 | 1,05 | 28.694 | 7,99 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 28.374 | 3,00 | 6.724 | 10,07 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 24 | 5 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 43.109 | 2,33 | 10.569 | 15,74 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 53.183 | 1,68 | 12.603 | 8,67 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 48.664 | 0,36 | 11.532 | 7,25 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2.499 | 68,40 | 613 | 96,15 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 5.767 | 14,22 | 1.367 | 22,07 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 1.410 | 334 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 557.930 | 3,00 | 132.626 | 10,42 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 8.232 | 256,98 | 1.951 | 281,60 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 847 | 201 | ||||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 5.432 | 1,31 | 1.287 | 8,24 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 41.381 | 19,93 | 9.806 | 28,17 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 5.264 | 1.247 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 100.731 | 4,56 | 23.871 | 11,74 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 14.639 | 3.469 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 554 | 2,78 | 131 | 10,08 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 4.457 | 2,13 | 1.059 | 9,41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 353.069 | 11,40 | 83.670 | 19,05 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 19.216 | 8,27 | 4.554 | 15,71 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5.894 | 3,39 | 1.397 | 10,44 | ||||
| 2025-07-21 | 13F | 25 Llc | 52.637 | 3,21 | 12.474 | 10,30 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5.389 | 29,95 | 1.277 | 38,96 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 946.160 | 224.221 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 206.386 | 2,70 | 48.909 | 9,75 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8.180 | 3,69 | 1.938 | 10,81 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 33.837 | 23,67 | 8.031 | 32,18 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 11.178 | 654,25 | 2.649 | 707,32 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 41.403 | 8,73 | 9.812 | 16,19 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 3 | 1 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 96.662 | 0,68 | 22.907 | 7,60 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1.627 | 4,16 | 386 | 11,27 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 28.592 | 39,34 | 6.776 | 48,90 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7.437 | 11,02 | 1.763 | 18,65 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 1.105 | 12,76 | 262 | 20,28 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 64.955 | 3,36 | 15.393 | 10,46 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 2.685 | 0,19 | 636 | 7,07 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 434.073 | 8,54 | 102.867 | 15,99 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 110.292 | 0,72 | 26.137 | 7,64 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5.485 | 6,65 | 1.300 | 13,95 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 9.097 | 171,31 | 2.156 | 190,04 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 546.104 | 12,49 | 129.416 | 20,21 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 12.174 | 3,16 | 2.885 | 1,73 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 7.927 | 0,37 | 1.879 | 7,25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 99.402 | 28,53 | 23.556 | 37,36 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 6.314 | 10,33 | 1.496 | 17,89 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13.351 | 287,43 | 3.164 | 282,47 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 3.515 | 13,64 | 833 | 21,61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 384.718 | 53,26 | 93.567 | 68,09 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 14.601 | 16,85 | 3.460 | 24,86 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 35.299 | 0,52 | 8.365 | 7,42 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 477.756 | 2,45 | 113.219 | 9,49 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 22.859 | 4,03 | 5.417 | 11,19 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5.261 | 2,29 | 1.247 | 9,30 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 366 | 262,38 | 87 | 290,91 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1.493 | 2,97 | 354 | 9,97 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26.596 | 10,71 | 6.303 | 17,93 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 62.333 | 55,41 | 14.772 | 66,10 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 2.754 | 11,09 | 653 | 18,76 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 291 | 69 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 51.377 | 117,18 | 12.175 | 132,13 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 6.099 | 4,35 | 1.445 | 11,50 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 5.680 | 48,61 | 1.346 | 48,24 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 17.835 | 4,39 | 4.227 | 11,56 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4.130 | 19,36 | 979 | 27,51 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 6.555 | 12,40 | 1.553 | 20,11 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 8.421 | 3,21 | 1.996 | 10,28 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 699.404 | 27,37 | 165.745 | 36,12 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 39.001 | 4,49 | 9.242 | 11,30 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 59.184 | 0,49 | 14.026 | 7,39 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 3.248 | 0,03 | 770 | 6,81 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 534.238 | 9,75 | 126.604 | 17,29 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 1.998 | 4,06 | 473 | 11,29 | ||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 8.459 | 16,53 | 2.005 | 24,55 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 2.342 | 555 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7.354 | 1,11 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 5.819 | 114,72 | 1.379 | 129,67 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 262 | 32,32 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3.660 | 0,77 | 867 | 13,48 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 1.799 | 0,22 | 399 | -7,66 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 1.137 | 16,74 | 269 | 25,12 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 79.352 | 3,82 | 18.805 | 10,95 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 30.631 | 59,28 | 7.259 | 70,22 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 11.560 | 83,06 | 2.740 | 95,64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 208.643 | 149,81 | 49.545 | 167,52 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 49.285 | 20,59 | 11.680 | 28,86 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 2.502 | 2,37 | 593 | 9,43 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 1.766 | 5,12 | 419 | 12,37 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 35.491 | 0,28 | 8.411 | 7,16 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 1.617 | 22,78 | 383 | 31,16 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 27.274 | 0,95 | 6.463 | 7,88 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 124.417 | 4,21 | 26.893 | -6,26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 320.964 | 10,15 | 76.062 | 17,71 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 316 | 12,46 | 75 | 19,35 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 19.755 | 2,71 | 4.681 | 9,78 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 974 | 231 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1.311 | 8,08 | 311 | 15,67 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1.478 | 32,91 | 350 | 42,28 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 43.460 | 76,08 | 10.299 | 88,18 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1.428 | 338 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 72.525 | 1,17 | 17.187 | 8,12 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3.551 | 0,17 | 842 | 7,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 11.234 | 2,25 | 2.742 | 12,52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 24.253.000 | 0,69 | 5.747.476 | 7,60 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 38.108 | 16,65 | 9.031 | 24,65 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3.215 | 4,79 | 762 | 11,91 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 3.837 | 0,66 | 909 | 7,57 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 309 | 3,00 | 73 | 10,61 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 286 | 35,55 | 68 | 45,65 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 14.551 | 52,29 | 3.448 | 62,80 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 17.626 | 0,54 | 4.177 | 7,46 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 4.020 | 4,69 | 953 | 11,87 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 3.906 | 0,18 | 944 | 25,03 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 15.742 | 28,28 | 3.730 | 37,08 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 51.657 | 10,20 | 12.242 | 17,77 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 13.893 | 34,36 | 3.292 | 43,63 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1.646 | 3,65 | 390 | 10,80 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1.440 | 341 | ||||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER FUND Investor Shares | 967.547 | 86,69 | 209.135 | 61,64 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 15.386 | 2,61 | 3.646 | 9,65 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 9.273 | 45,09 | 2.198 | 55,05 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 48.795 | 15,79 | 11.602 | 24,15 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 35.163 | 32,98 | 8.333 | 51,13 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 1.064 | 0,76 | 236 | -7,11 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 136.744 | 23,57 | 32.423 | 32,13 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 5.363 | 27,75 | 1.271 | 36,56 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 775.674 | 11,25 | 183.819 | 18,89 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 185.172 | 5,30 | 43.885 | 12,53 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 4.178 | 42,06 | 990 | 51,69 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 13.967 | 0,28 | 3.310 | 7,16 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3.044 | 1,20 | 721 | 8,10 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 1.098 | 21,19 | 0 | |||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 1.315 | 312 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 96.343 | 15,58 | 23 | 22,22 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 3.690 | 874 | ||||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 16.858 | 3.995 | ||||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 6.988 | 0,27 | 1.656 | 7,18 | ||||
| 2025-06-26 | NP | TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class | 48.000 | 28,34 | 10.375 | 11,13 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 2.688 | 3,54 | 637 | 10,78 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1.278 | 8,95 | 303 | 16,15 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 24.956 | 5.914 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 38.916 | 14,43 | 9 | 28,57 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4.033 | 9,15 | 956 | 16,61 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 35.976 | 138,19 | 8.526 | 154,55 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 156.471 | 2,39 | 37.080 | 9,42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.063.051 | 0,78 | 251.922 | 7,70 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 43 | 43,33 | 10 | 66,67 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 21.275 | 4.023,06 | 5.059 | 4.336,84 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 1.689 | 9,46 | 400 | 16,96 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3.919 | 129,45 | 929 | 145,50 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 63.786 | 15.155 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 628.562 | 8,85 | 148.961 | 16,33 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13.819 | 12,31 | 3.275 | 20,01 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1.038 | 8,12 | 246 | 15,57 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 1.248 | 296 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 248 | 59 | ||||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 11.829 | 3.251 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 4.149 | 41,56 | 983 | 51,23 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 944 | 60,00 | 224 | 71,54 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 5.579 | 0,63 | 1.237 | -7,13 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 4.145 | 5,34 | 982 | 12,61 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 45.882 | 5,03 | 10.873 | 12,25 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2.412 | 5,51 | 572 | 12,85 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 992 | 9,86 | 235 | 17,50 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 6.454 | 6,93 | 1.529 | 14,28 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 71.372 | 6,05 | 16.914 | 13,33 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 241 | 57 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14.730 | 3,04 | 3.491 | 1,60 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 172.715 | 127,36 | 40.930 | 142,98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8.535 | 19,17 | 2.023 | 27,33 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 742 | 16,48 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 43.197 | 3,27 | 10.237 | 10,36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 657.402 | 11,94 | 155.791 | 19,63 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 33.817 | 1,27 | 8.014 | 8,23 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 5.774 | 0,31 | 1.368 | 7,21 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 987 | 0,10 | 234 | 6,88 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1.995 | 97,92 | 473 | 111,66 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 575 | 136 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3.530 | 2,20 | 837 | 12,21 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 60.165 | 7,14 | 14.305 | 14,87 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 612.034 | 8,16 | 145.040 | 15,59 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 30.915 | 29,35 | 7.326 | 38,25 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 16.048 | 3,37 | 3.803 | 10,49 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 6.245 | 5,81 | 1.480 | 13,07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 316.725 | 4,54 | 75.057 | 11,73 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 1.904 | 20,20 | 451 | 28,49 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 48.324 | 1,72 | 11.452 | 8,71 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 34.862 | 7,51 | 8.262 | 14,90 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 1.397 | 10,17 | 331 | 17,79 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4.001 | 75,87 | 951 | 88,69 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7.644 | 0,57 | 1.811 | 7,48 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 5.897 | 109,48 | 1.397 | 123,88 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 30.958 | 23,66 | 6.865 | 14,11 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 17.896 | 1,11 | 4.241 | 8,05 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32.645 | 0,39 | 7.736 | 7,30 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 8.909 | 1,02 | 2.111 | 7,98 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 150.490 | 16,37 | 35.663 | 24,36 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.871 | 18,19 | 444 | 26,21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2.056 | 2,24 | 487 | 9,44 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 14.803 | 2,48 | 3.508 | 9,52 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 49.309 | 19,85 | 11.685 | 28,08 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 9.454 | 228,38 | 2.240 | 251,10 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 381.556 | 0,09 | 90.421 | 6,96 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3.957 | 34,23 | 938 | 43,49 | ||||
| 2025-07-18 | 13F | jvl associates llc | 13.531 | 59,23 | 3.207 | 70,17 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 4.432 | 17,87 | 1.050 | 26,05 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5.053 | 0,32 | 1.239 | 18,36 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 32.662 | 55,22 | 7.740 | 65,88 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 63.169 | 7,97 | 14.970 | 15,38 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 7.475 | 553,98 | 1.771 | 600,00 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 62.061 | 1,22 | 14.707 | 8,18 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 38.954 | 0,13 | 9.231 | 7,00 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 147.938 | 3,29 | 35.058 | 10,38 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 166.838 | 30,66 | 39.537 | 39,64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 283.669 | 34,88 | 67.224 | 44,15 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 850 | 201 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 43.622 | 242.244,44 | 10.338 | 344.466,67 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 1.784 | 5,19 | 423 | 12,23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5.189 | 11,28 | 1.230 | 18,97 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 4.875 | 18,18 | 1.167 | 27,26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 130.793 | 11,41 | 30.995 | 19,06 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 1.364 | 4,28 | 323 | 11,38 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3.789 | 901 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 89.917 | 3,83 | 21.309 | 10,96 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3.433 | 26,73 | 814 | 35,50 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 42 | 162,50 | 10 | 200,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 173.278 | 18,44 | 41.063 | 26,57 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 67.990 | 18,29 | 16.112 | 26,42 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 28.607 | 100,09 | 6.779 | 113,85 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 3.359 | 35,77 | 796 | 45,07 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3.717 | 36,10 | 881 | 45,45 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 151.140 | 2,09 | 37.395 | 14,82 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 3.776 | 895 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 22.390 | 1,11 | 5.306 | 8,04 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 105.880 | 1,19 | 25.091 | 8,14 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 14.329 | 7,90 | 3.396 | 15,32 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 38 | 9 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 34.410 | 14,44 | 8.154 | 22,30 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 869 | 206 | ||||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 214 | 51 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 17.538 | 23,28 | 4.156 | 31,77 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 355 | 84 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 3.641 | 206,48 | 863 | 218,08 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 29.572 | 0,20 | 7.008 | 7,08 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.574 | 19,06 | 374 | 27,30 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 11.454 | 4,35 | 2.714 | 11,55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7.744.922 | 1,16 | 1.835.392 | 8,11 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 3.466 | 2,73 | 821 | 9,76 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 562.385 | 3,29 | 133 | 10,83 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 11.127 | 1,09 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 55 | 13 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 11.254 | 4,24 | 2.667 | 11,36 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2.361 | 81,90 | 560 | 94,77 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 5.558 | 14,17 | 1.317 | 22,06 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 27.789 | 3,17 | 6.585 | 22,88 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 412.456 | 3,97 | 97.744 | 11,11 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 137.218 | 13,81 | 32.494 | 21,64 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 19.257 | 0,74 | 4.564 | 7,67 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 257 | 83,57 | 63 | 113,79 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 847 | 201 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2.617 | 0,42 | 620 | 7,45 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 801.260 | 7,03 | 189.885 | 14,38 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 17.722 | 1,31 | 4.200 | 8,28 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 121.336 | 9,58 | 28.754 | 17,11 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 45.037 | 0,15 | 10.956 | 12,40 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6.927 | 7,45 | 1.642 | 14,84 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4.965 | 67,74 | 1.184 | 80,49 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 2.727 | 3,06 | 646 | 10,24 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 3.800 | 1 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6.768 | 37,42 | 1.604 | 46,79 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 131.647 | 1,52 | 31.198 | 8,50 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 2.440 | 1,67 | 578 | 8,65 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 1.657 | 8,02 | 393 | 15,29 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 115.879 | 18,69 | 27.746 | 25,73 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 68.523 | 13,56 | 16.293 | 21,76 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 19.323 | 116,38 | 4.579 | 131,26 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 11.429 | 0,25 | 2.708 | 7,12 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 2.323 | 1,89 | 1 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 385.547 | 0,75 | 91 | 8,33 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 14.879 | 0,14 | 3.526 | 7,01 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 94.705 | 3,23 | 22.443 | 10,32 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 9.114 | 6,26 | 2.160 | 13,57 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 45.621 | 3,28 | 10.811 | 10,37 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 7.043 | 2 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 74.214 | 2,80 | 17.645 | 10,21 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 9.797 | 13,75 | 2.322 | 21,58 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 1.594 | 378 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 244.160 | 52,43 | 58 | 62,86 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 9.717 | 38,99 | 2.303 | 48,52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 63.445 | 2,79 | 15.035 | 13,14 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 36.501 | 1,78 | 8.650 | 8,78 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 1.154 | 279 | ||||||
| 2025-08-08 | 13F | WP Advisors, LLC | 137.894 | 460,68 | 32.678 | 499,27 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 137.592 | 23,86 | 32.607 | 32,37 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 37.321 | 3,35 | 8.844 | 10,45 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 28.949 | 11,17 | 6.419 | 10.253,23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 28.208 | 6,10 | 6.685 | 13,38 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 4.747 | 0,17 | 1.142 | 8,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1.709.529 | 8,88 | 405.125 | 16,36 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 198.900 | 87,11 | 47.135 | 99,96 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 1.288 | 305 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 25.456 | 82,70 | 6.033 | 95,27 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 57.006 | 5,13 | 13.509 | 112.475,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 102.324 | 1,77 | 24.249 | 8,76 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 56.444 | 14,86 | 13.376 | 22,75 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 6.881 | 1.631 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2.213.641 | 2,98 | 524.589 | 10,05 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 1.509 | 1,41 | 358 | 8,51 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 16.134 | 11,75 | 3.823 | 19,43 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 146.144 | 1,42 | 34.633 | 8,39 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6.040 | 69,28 | 1.431 | 80,91 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 1.330 | 34,34 | 315 | 43,84 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.249 | 18,43 | 533 | 26,37 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1.317.738 | 277 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 56.620 | 2,70 | 13.792 | 21,55 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 18.015 | 7,32 | 4.269 | 14,70 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 74.160 | 11,46 | 17.575 | 19,12 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 35.242 | 0,36 | 8.352 | 7,26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 24.300 | 95,97 | 5.759 | 109,46 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 2.700 | 3,85 | 640 | 10,94 | |||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 83.713 | 0,45 | 19.838 | 7,35 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 974 | 0,31 | 231 | 6,98 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 39.058 | 2,15 | 9.256 | 9,18 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 9.025 | 0,23 | 2.139 | 7,11 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 1.081.327 | 2,35 | 256.254 | 9,37 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 37.437 | 8.872 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 40.053 | 3,40 | 9.492 | 10,50 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 1.064 | 252 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 972 | 0,21 | 230 | 6,98 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 12.313 | 8,51 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 99.068 | 38,00 | 23.477 | 47,49 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 4.699 | 40,86 | 1.042 | 29,96 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 5.502 | 141,32 | 1.304 | 158,02 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 16.027 | 3.851 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 8.841 | 1,13 | 2.100 | 8,31 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 2.385 | 0,59 | 565 | 7,62 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 24.469 | 1,32 | 5.799 | 8,27 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2.361 | 5,12 | 560 | 12,25 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 51.440 | 12,38 | 12.190 | 20,11 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 1.786 | 1,42 | 423 | 8,46 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 2.051 | 5,13 | 486 | 12,50 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 5.386 | 28,57 | 1.277 | 37,35 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 17.557 | 4.161 | ||||||
| 2025-07-17 | 13F | David Kennon Inc | 48.529 | 0,01 | 11.500 | 6,88 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 41.513 | 7,73 | 9.838 | 15,12 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 4.015 | 105,69 | 951 | 120,14 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 18.847 | 7,21 | 4.466 | 14,57 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1.643 | 12,61 | 395 | 22,29 | ||||
| 2025-07-23 | 13F | Cohen Investment Advisors LLC | 4.125 | 4,88 | 978 | 12,04 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 11.917 | 23,86 | 2.824 | 32,40 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 12.069 | 3,65 | 2.676 | 5,44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3.446 | 6,49 | 817 | 13,81 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12.109 | 7,30 | 2.870 | 14,67 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 21.473 | 7,30 | 5.089 | 14,67 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 19.675 | 0,49 | 4.663 | 7,39 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 8.158 | 1,59 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 3.599 | 0,03 | 853 | 6,90 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 512 | 121 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 64.182 | 18,00 | 15.210 | 26,11 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 65.464 | 14,14 | 15.515 | 21,99 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 4.013 | 0,88 | 951 | 7,82 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 2.641 | 9,95 | 626 | 17,48 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 2.937 | 4,52 | 696 | 11,72 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 4.179 | 55,58 | 990 | 66,39 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 1.568 | 372 | ||||||
| 2025-08-14 | 13F | BancorpSouth Bank | 79.841 | 3,86 | 18.921 | 10,99 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 31.551 | 1,51 | 7.555 | 9,24 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 53.389 | 2,54 | 12.652 | 17,38 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 42 | 162,50 | 10 | 200,00 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 1.523 | 14,77 | 361 | 22,45 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 10.259 | 5,58 | 2.431 | 12,86 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7.278 | 6,43 | 1.725 | 13,72 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 973 | 231 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 1.958 | 16,76 | 467 | 25,27 | ||||
| 2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF | 4.449 | 95,13 | 1.015 | 87,62 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 1.452 | 344 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15.475 | 63,43 | 3.667 | 74,70 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 4.299 | 11,75 | 928 | 0,32 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 90 | 13,92 | 21 | 23,53 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 49.186 | 3,14 | 11.656 | 10,23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 54.975 | 97,33 | 13.028 | 110,86 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 4.606 | 2,72 | 1.092 | 9,76 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 69.530 | 147,88 | 16.477 | 164,90 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 1.057 | 12,81 | 250 | 20,77 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 12.089 | 17,47 | 2.865 | 25,50 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 68.745 | 111,10 | 16.291 | 125,61 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 441 | 105 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6.175 | 25,30 | 1.463 | 33,97 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 25.203 | 3,12 | 5.973 | 10,20 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 219.271 | 3,40 | 51.962 | 10,50 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 1.230 | 291 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 9.415 | 5,76 | 2.035 | -8,42 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 1.571 | 6,51 | 372 | 13,76 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 1.966 | 4,02 | 467 | 11,22 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3.091 | 0,65 | 732 | 7,65 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 13.950 | 21,75 | 3.306 | 30,12 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 8.271 | 1,71 | 1.960 | 8,71 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 112.194 | 1,85 | 27.608 | 13,03 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 44.191 | 1,41 | 10.472 | 8,37 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 12.162 | 2.882 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 32 | 8 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 1.342 | 0,45 | 318 | 7,43 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 990 | 235 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 10.069 | 5,69 | 2.386 | 12,97 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 21.165 | 5,98 | 5.016 | 13,26 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.911 | 11,84 | 1.164 | 19,53 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7.677 | 8,16 | 1.819 | 15,57 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 848 | 201 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 108 | 44,00 | 26 | 56,25 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 218.533 | 26,31 | 52 | 15,91 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 27.775 | 110,82 | 6.582 | 125,33 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 13.706 | 14,96 | 3.248 | 22,85 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2.478 | 43,40 | 593 | 54,43 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 9.203 | 8,40 | 2.181 | 15,83 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 10.650 | 2.559 | ||||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 5.435 | 149,89 | 1.288 | 167,01 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 2.342 | 4,98 | 555 | 13,27 | ||||
| 2025-08-05 | 13F | Connable Office Inc | 18.085 | 3,95 | 4.286 | 11,07 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 9.286 | 7,91 | 2.201 | 15,30 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 250 | 59 | ||||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 9.503 | 123,34 | 2.252 | 138,81 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 5.155 | 1,72 | 1.222 | 8,73 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2.356 | 0,68 | 558 | 7,72 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 5.769 | 3,17 | 1.367 | 10,24 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 1.032 | 3,93 | 245 | 10,91 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 90.553 | 13,00 | 22.058 | 24,12 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 2.213 | 524 | ||||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2.949 | 1,97 | 699 | 8,89 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 13.559 | 22.881,36 | 3.213 | 24.615,38 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 81.068 | 6,55 | 17.676 | 1,63 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 996 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 22.289 | 2,61 | 5.282 | 9,66 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 71.186 | 3,66 | 16.870 | 10,78 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 1.412 | 25,85 | 335 | 34,68 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.151.953 | 36,79 | 272.990 | 46,18 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 5.000 | 496,66 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 1.963 | 0,15 | 477 | 20,45 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3.619 | 3,55 | 858 | 10,58 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 6.028 | 2,05 | 1.428 | 9,01 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 105.180 | 13,68 | 24.925 | 21,48 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 1.640 | 1,42 | 389 | 8,38 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 1.875 | 20,19 | 444 | 28,70 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 12.502 | 21,91 | 3.010 | 36,65 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 135.343 | 16,73 | 32.074 | 24,75 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 2.555 | 0,12 | 605 | 7,08 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 11.248 | 1,05 | 2.666 | 7,98 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 8.738 | 297,36 | 2.092 | 329,57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1.114.381 | 1,84 | 264.090 | 8,83 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 12.198 | 143,81 | 2.891 | 160,60 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 24.125 | 10,87 | 5.717 | 18,49 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 2.121 | 503 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 5.124 | 8,38 | 1.214 | 15,84 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 17.334 | 0,71 | 4.109 | 7,62 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3.871 | 14,16 | 917 | 22,10 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1.274 | 52,21 | 302 | 63,24 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 107.189 | 25.402 | ||||||
| 2025-07-14 | 13F | Chris Bulman Inc | 18.512 | 9,88 | 4.387 | 17,46 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 280 | 27,27 | 66 | 40,43 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 208.064 | 20,57 | 49.307 | 28,85 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 72.464 | 5,70 | 17.184 | 13,04 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 26.069 | 9,63 | 6.178 | 17,16 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 124.484 | 8,32 | 29.500 | 15,76 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 5.454 | 1,04 | 1.292 | 7,94 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 4.678 | 51,98 | 1.109 | 62,46 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 9.411 | 91,63 | 2.230 | 104,78 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2.754 | 142,64 | 652 | 159,76 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6.926 | 16,36 | 1.642 | 24,41 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 43 | 10 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 56.566 | 6,41 | 13.405 | 13,72 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 1.089 | 258 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 9.974 | 3,83 | 2.364 | 10,94 | ||||
| 2025-08-14 | 13F | Bank of Marin | 4.300 | 1.019 | ||||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 1.574 | 44,01 | 373 | 53,72 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 25.465 | 9,98 | 6.035 | 17,53 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 1.260 | 0,08 | 0 | |||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 27.388 | 2,48 | 6.490 | 9,52 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 1.466 | 11,31 | 347 | 18,84 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 3.273 | 0,93 | 778 | 8,21 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 1.142 | 9,91 | 271 | 17,39 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 3.216 | 0,63 | 762 | 7,63 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2.126 | 193,24 | 504 | 214,38 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 3.424 | 4,33 | 811 | 11,55 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2.822.057 | 7,10 | 668.771 | 14,46 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 1.770 | 1.652,48 | 419 | 1.804,55 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 230 | 5,99 | 55 | 12,50 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 90 | 2,27 | 21 | 10,53 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 6.420 | 80,59 | 1.521 | 101,46 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 2 | 100,00 | 0 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 431 | 96 | ||||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 332.896 | 78.890 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 13.615 | 1,02 | 3.227 | 7,97 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1.592 | 29,85 | 377 | 39,11 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 86.537 | 69,73 | 20.507 | 81,40 | ||||
| 2025-07-29 | 13F | Creekside Partners | 28.190 | 4,16 | 6.680 | 11,31 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 2.618 | 8,54 | 620 | 16,10 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 77.997 | 14,35 | 18.545 | 22,61 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 10.336 | 2,02 | 2.449 | 9,04 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 4.506 | 90,53 | 1.068 | 103,63 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 113.611 | 1,96 | 27 | 8,33 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 8.507 | 11,14 | 2.016 | 18,74 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2.569 | 2,64 | 1 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 7.592 | 21,34 | 1.799 | 29,70 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 977 | 290,80 | 235 | 325,45 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2.017.399 | 4,86 | 478.083 | 12,06 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 5.357 | 30,18 | 1.270 | 39,14 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 858.315 | 203.403 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 17.820 | 1,76 | 4.223 | 8,73 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 5.229 | 1,32 | 1.239 | 8,30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10.668 | 3,75 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 55.109 | 7,98 | 13.060 | 15,39 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 31.044 | 7.357 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 1.467.855 | 0,89 | 347.852 | 7,82 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 3.534 | 4,56 | 837 | 11,75 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 11.560 | 3,07 | 2.739 | 10,13 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 7.931 | 45,28 | 1.880 | 55,29 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 40.285 | 24,34 | 9.579 | 33,31 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 1.905 | 2,25 | 451 | 9,20 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 4.996 | 0,30 | 1.184 | 7,16 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 19.802 | 0,86 | 4.693 | 7,79 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 926 | 219 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 883 | 94,07 | 209 | 117,71 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 117.257 | 16,66 | 27.787 | 24,68 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 24.472 | 24,17 | 5.799 | 32,70 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 475 | 4,63 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 26.119 | 24,26 | 6.190 | 32,78 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 1.702 | 403 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 1.091 | 258 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 7.686 | 103,49 | 1.840 | 119,83 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 44.044 | 3,78 | 10.464 | 21,45 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 1.568 | 24,44 | 372 | 32,97 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1.781 | 4,34 | 395 | -3,90 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 3.637 | 0,92 | 862 | 7,76 | ||||
| 2025-08-29 | NP | Clayton Street Trust - Protective Life Dynamic Allocation Series - Growth Portfolio | 23.998 | 20,68 | 5.687 | 19,02 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 6.725 | 26,13 | 1.599 | 35,19 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 299 | 0,34 | 71 | 6,06 | ||||
| 2025-08-29 | NP | Clayton Street Trust - Protective Life Dynamic Allocation Series - Moderate Portfolio | 294.728 | 33,99 | 69.845 | 32,15 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 12.509 | 2.964 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9.013 | 17,31 | 2.136 | 25,37 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 99.688 | 55,30 | 23.702 | 66,51 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 913 | 216 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13.559 | 9,28 | 3.213 | 16,79 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 2.840 | 52,36 | 673 | 62,95 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 4.043 | 9,42 | 958 | 16,97 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 5.938 | 0,73 | 1.407 | 7,73 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 17.814 | 383,16 | 4.222 | 416,65 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 32.131 | 48,98 | 7.614 | 59,22 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 907 | 215 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 44.063 | 1,74 | 10.442 | 8,74 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 43.910 | 2,84 | 10.406 | 9,90 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 3.687 | 1,18 | 874 | 8,99 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5.524 | 16,03 | 1.309 | 24,08 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 95.629 | 2,98 | 22.662 | 10,06 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 101.556 | 26,47 | 23.971 | 34,96 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 1.131 | 6,00 | 269 | 13,56 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 26.487 | 11,12 | 6.277 | 18,75 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3.670 | 1,49 | 870 | 8,49 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 6.698 | 1,58 | 1.587 | 8,55 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 6.336 | 1,72 | 1.502 | 8,69 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 31.993 | 23.598,52 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Advocate Group Llc | 5.309 | 4,26 | 1.258 | 11,43 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 4.789 | 10,98 | 1.135 | 18,62 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 4.055 | 9,36 | 961 | 16,79 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 78.906 | 3,86 | 18.699 | 10,99 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 3.418 | 42,89 | 810 | 52,83 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 32 | 8 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 2.322 | 1,22 | 550 | 8,27 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 1.467 | 348 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 448 | 10,34 | 106 | 17,78 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 709 | 556,48 | 169 | 630,43 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 49.011 | 7,67 | 11.615 | 15,07 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 382.721 | 10.388,38 | 879 | 8,53 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 109.776 | 21,06 | 26.015 | 29,37 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 111.320 | 4,69 | 26.381 | 11,88 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 884 | 210 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12.827 | 5,63 | 3.040 | 12,89 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 586.082 | 41,20 | 119.464 | 29,79 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 6.781 | 6,52 | 1.660 | 17,65 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2.388.456 | 5,73 | 566.017 | 12,99 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5.176.056 | 4,34 | 1.226.580 | 11,50 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 850 | 201 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 1.810 | 0,17 | 429 | -1,15 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2.048 | 7,06 | 487 | 14,62 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 862 | 204 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.551.461 | 26,88 | 604.645 | 35,59 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 21.175 | 0,71 | 5.018 | 7,64 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 912 | 0,55 | 216 | 7,46 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 849 | 201 | ||||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 497 | 1,84 | 118 | 8,33 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 18.361 | 37,08 | 4.351 | 46,50 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3.742 | 14,02 | 887 | 21,87 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 10.794 | 12,91 | 2.558 | 20,67 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 1.644 | 1,48 | 390 | 8,36 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 1.251 | 1,05 | 296 | 8,03 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 292.062 | 4,06 | 69.213 | 11,21 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 1.250 | 3,99 | 296 | 11,28 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 12.897 | 239,84 | 3.066 | 264,57 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 16.808 | 1,47 | 4 | 0,00 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 41.071 | 23,09 | 9.733 | 31,56 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 88.416 | 1,63 | 20.953 | 8,02 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 50.278 | 4,76 | 11.915 | 11,95 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 39.646 | 4,81 | 9.395 | 12,02 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 9.409 | 6,59 | 2.230 | 13,90 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7.440 | 2,73 | 1.763 | 9,84 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 11.784 | 37,33 | 2.792 | 46,79 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 38.605 | 3,17 | 9.149 | 10,26 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 2.058 | 0,34 | 488 | 7,25 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 348.766 | 5,51 | 82.651 | 12,76 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 23.812 | 14,38 | 5.643 | 22,23 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 1.110 | 2,40 | 263 | 9,58 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1.166 | 276 | ||||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 3.660 | 4,96 | 867 | 12,74 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 8.921 | 8,51 | 2.114 | 15,96 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 1.794 | 5,34 | 425 | 12,73 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5.294 | 1,44 | 1.254 | 8,38 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 5.036 | 17,58 | 1.193 | 25,71 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 2.644 | 61,71 | 627 | 72,93 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 4.408 | 8,20 | 1.045 | 15,61 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 968 | 7,08 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 69.122 | 16,94 | 16.381 | 24,98 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 22.654 | 1,74 | 5.368 | 8,73 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 22.022 | 1,28 | 5.219 | 8,23 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 1.003 | 238 | ||||||
| 2025-07-21 | 13F | Whelan Financial | 131.074 | 0,23 | 31.062 | 7,12 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 81 | 19 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7.378 | 17,00 | 1.748 | 25,04 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 22.316 | 5,67 | 4.949 | -2,48 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 24.260 | 6,11 | 5.749 | 13,39 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 2.020 | 480 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 16.903 | 3,88 | 4.006 | 11,00 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 440.412 | 57,77 | 66.954 | 8,16 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 130.593 | 13,26 | 30.948 | 21,04 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 16.404 | 0,21 | 3.887 | 7,11 | ||||
| 2025-08-29 | NP | N/A - Protective Life Dynamic Allocation Series - Conservative Portfolio | 13.103 | 33,77 | 3.105 | 31,96 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 147.823 | 0,75 | 35.031 | 7,67 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 137.666 | 2,09 | 32.624 | 9,10 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 924 | 0,87 | 219 | 7,88 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 8.365 | 2,15 | 1.982 | 9,20 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 15.672 | 1,72 | 3.550 | -3,80 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 2.860 | 678 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 15.157 | 12,03 | 3.592 | 19,73 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 1.343 | 325 | ||||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 44.547 | 5,85 | 10.557 | 13,12 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 14.081 | 2,65 | 3.337 | 9,70 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 10.677 | 0,64 | 2.530 | 7,57 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 19.720 | 87,68 | 4.673 | 100,64 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 12.292 | 32,94 | 2.913 | 42,10 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 816 | 36,45 | 181 | 25,87 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 1.753 | 3,24 | 415 | 10,37 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 37.474 | 32,05 | 8.881 | 41,13 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1.751 | 3,73 | 415 | 10,70 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 44.605 | 26,95 | 10.570 | 35,67 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 13.687 | 3.244 | ||||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 4.630 | 22,29 | 1.128 | 34,45 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 2.375 | 563 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8.181 | 21,06 | 1.939 | 29,37 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 9.079 | 3,35 | 2.152 | 10,42 | ||||
| 2025-09-03 | 13F | American Trust | 190.635 | 51,85 | 45.177 | 62,28 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 3.741 | 4,24 | 887 | 11,45 | ||||
| 2025-07-31 | 13F | CNB Bank | 22 | 5 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 57 | 14 | ||||||
| 2025-07-16 | 13F | Novem Group | 1.826 | 0,83 | 433 | 7,73 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 7.448 | 0,49 | 1.652 | -7,25 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 39.296 | 6,67 | 9.330 | 14,21 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 2.677 | 2,14 | 634 | 9,12 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 122 | 29 | ||||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 48.351 | 2,43 | 11.837 | 16,47 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 21.446 | 1,15 | 5.082 | 8,10 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3.936 | 3,14 | 933 | 10,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 739.391 | 16,52 | 174.567 | 23,95 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 1.407 | 3,23 | 333 | 10,26 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 1.615 | 49,95 | 383 | 60,50 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2.506 | 153,13 | 594 | 170,78 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 1.546 | 3,62 | 367 | 10,91 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1.031 | 7,40 | 244 | 15,09 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 4.051 | 5,77 | 1 | |||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 38.918 | 0,05 | 9.223 | 6,92 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 23.923 | 36,78 | 5.669 | 46,18 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 29.445 | 3,52 | 6.978 | 10,62 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 53 | 32,50 | 12 | 22,22 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 1.365 | 20,69 | 324 | 28,69 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 7.942 | 1.882 | ||||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 19.933 | 1,12 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 24.918 | 0,32 | 5.905 | 7,23 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 118.874 | 2,96 | 28.169 | 10,04 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 893 | 212 | ||||||
| 2025-07-25 | 13F | Libra Wealth Llc | 3.844 | 4,17 | 911 | 11,25 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 11.891 | 0,52 | 2.818 | 7,40 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 4.664 | 113,65 | 1.105 | 128,31 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5.002 | 3,99 | 1.185 | 11,16 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 69.560 | 4,45 | 15.425 | -3,61 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 5.414 | 63,52 | 1.283 | 74,80 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 3.094 | 4,03 | 733 | 11,23 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 258.797 | 2,78 | 61 | 10,91 | ||||
| 2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 54.460 | 2,06 | 12.906 | 9,06 | ||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 21.823 | 19,30 | 5.172 | 27,49 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 66.690 | 626,79 | 15.804 | 676,99 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 97.908 | 6,82 | 23.202 | 14,15 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 2.331 | 20,22 | 552 | 28,67 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 2.104 | 1,15 | 499 | 8,03 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 55 | 13 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 2.930 | 0,27 | 708 | 9,27 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 40.992 | 7,50 | 9.714 | 14,89 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 41.444 | 4,61 | 9.821 | 4,35 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 74.960 | 3,21 | 17.764 | 10,29 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2.725 | 7,92 | 646 | 15,38 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 12.275 | 114,04 | 2.909 | 128,80 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 2.013 | 477 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 77.285 | 2,49 | 18.315 | 9,52 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 850 | 201 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 3.944 | 33,65 | 935 | 42,81 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 6.971 | 32,15 | 1.652 | 41,23 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 48.085 | 3,84 | 11.425 | 11,27 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4.389 | 13,88 | 1.040 | 21,78 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 17 | 142,86 | 4 | 300,00 | ||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 3.340 | 0,60 | 792 | 7,47 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 2.456 | 19,69 | 582 | 28,19 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 21.748 | 1.042,83 | 5.154 | 1.123,99 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 34.151 | 22,29 | 8.425 | 40,46 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 17.685 | 7.866,22 | 4 | 33,33 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 311.926 | 11,22 | 73.920 | 18,86 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 120.733 | 56,74 | 28.611 | 67,51 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 22.256 | 119,14 | 5.274 | 134,19 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 6.416 | 2,67 | 1.521 | 9,75 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 8.820 | 598,34 | 1.856 | 562,50 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 18.647 | 45,38 | 4.419 | 55,38 | ||||
| 2025-07-15 | 13F | Maseco Llp | 3.294 | 781 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 21.905 | 5.191 | ||||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 79.327 | 4,48 | 19.179 | 13,91 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 4.158 | 102,34 | 985 | 116,48 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 867 | 206 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 90.668 | 30,53 | 21.487 | 39,50 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 218 | 15,34 | 0 | |||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 11.072 | 7,96 | 2.633 | 15,74 | ||||
| 2025-08-07 | 13F | Commerce Bank | 22.338 | 1,33 | 5.294 | 8,29 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 1.743 | 0,11 | 413 | 6,99 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 27.213 | 6,59 | 6.449 | 13,92 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 65 | 18,18 | 15 | 25,00 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 19.644 | 46,90 | 4.655 | 57,00 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 13.219 | 93,63 | 3.133 | 107,01 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 22.218 | 7,41 | 5.265 | 14,81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4.098.496 | 0,87 | 971.262 | 7,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 213.314 | 19,92 | 50.551 | 28,15 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 21.788 | 3,19 | 5.163 | 10,27 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 21.341 | 2,51 | 5.058 | 9,58 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 473 | 3,73 | 112 | 10,89 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2.080 | 7,88 | 493 | 15,46 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 490 | 106 | ||||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 886 | 210 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 13.019 | 0,46 | 2.887 | -7,88 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 44.528 | 11 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 115.757 | 2,93 | 27.432 | 10,00 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 169.746 | 2,47 | 40.229 | 9,51 | ||||
| 2025-07-09 | 13F | Hummer Financial Advisory Services Inc | 11.737 | 4,45 | 2.791 | 12,00 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 41.724 | 0,47 | 9.888 | 7,36 | ||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 6.175 | 0,88 | 1.463 | 7,81 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 2.445 | 9,01 | 582 | 16,90 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9.823 | 33,48 | 2.328 | 42,67 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 22.427 | 5,12 | 5.315 | 12,35 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 34.003 | 2,97 | 8.058 | 1,56 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 63.460 | 17,72 | 15.039 | 25,81 |
