Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF includono Jump Financial, LLC, CLSM - Cabana Target Leading Sector Moderate ETF, Asio Capital, LLC, Envision Financial Planning, LLC, TDSC - Cabana Target Drawdown 10 ETF, Rochester Wealth Strategies, LLC, DNMZX - PGIM NATIONAL MUNI FUND Class Z, Centiva Capital, LP, Fiduciary Wealth Partners, LLC, Midwest Trust Co, Midwestern Financial, LLC /IA, Strathmore Capital Advisors, Inc., Silverlake Wealth Management Llc, Access Financial Services, Inc., IMPACTfolio, LLC, Prospera Capital Management, LLC, Forefront Analytics, LLC, XTX Topco Ltd, Sapient Capital Llc, e BridgePort Financial Solutions, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 16.272 | 798 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1.023 | 50 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 21.831.076 | 0,65 | 1.070.378 | -0,55 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 754.721 | 4,29 | 37.004 | 3,05 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 91.073 | 6,23 | 4.465 | 4,98 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 29.304 | 483,16 | 294 | 18,07 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 38.860 | 106,06 | 1.905 | 103,74 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1.250 | 61 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4.903 | 1,36 | 240 | 0,00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5.310 | 260 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 94.696 | 0,82 | 4.643 | -0,39 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10.570 | 58,59 | 518 | 56,97 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 32.206 | 6,81 | 1.579 | 5,55 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 28.996 | 2,00 | 1.422 | 0,78 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 293.331 | 0,23 | 14.382 | -0,96 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6.263 | 5,70 | 307 | 4,78 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 118 | 0,85 | 6 | 0,00 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 137.996 | 6.766 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 53.861 | 22,60 | 2.641 | 21,16 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 77.170 | 4,47 | 3.784 | 3,22 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 6.645 | 256,30 | 326 | 253,26 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1.683.670 | 23,04 | 82.550 | 21,58 | ||||
| 2025-08-14 | 13F | Betterment LLC | 482.841 | 355,97 | 24 | 360,00 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 42.457 | 126,26 | 2.082 | 123,52 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 242.144 | 14,02 | 12 | 10,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 97.684 | 11,90 | 4.789 | 10,57 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 15.860 | 0,65 | 1 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3.638.035 | 5,97 | 178.373 | 4,71 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 762 | 1,20 | 37 | 0,00 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 118.489 | 27,89 | 5.810 | 26,37 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 142.151 | 5,78 | 6.970 | 4,51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 3.347 | 0,57 | 164 | -0,61 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 73.498 | 2,86 | 3.604 | 1,64 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 25.001 | 23,87 | 1.226 | 22,38 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 66.488 | 22,13 | 3.260 | 20,66 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 9.033 | 32,88 | 443 | 31,16 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14.426 | 1,38 | 707 | 0,14 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 5.046.259 | 8,98 | 247.418 | 7,68 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.202.728 | 8,67 | 58.970 | 7,37 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 22.998 | 8,55 | 1.128 | 7,23 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 7.110 | 21,85 | 349 | 20,42 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 132.002 | 2.373,80 | 6.472 | 2.333,08 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 17.296 | 2,20 | 848 | 1,07 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 11.558 | 53,57 | 567 | 51,74 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 62.427 | 2,60 | 3.061 | 1,36 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 12.442 | 0,06 | 610 | -1,13 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 59.885 | 21,00 | 2.936 | 19,59 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 107.213 | 7,25 | 5.257 | 5,97 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 336.379 | 1.712,39 | 16.493 | 1.692,61 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 1.075.627 | 17,39 | 52.738 | 16,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 702.670 | 6,93 | 34.452 | 7,50 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 132.782 | 37,79 | 6.510 | 36,16 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 24.216 | 178,60 | 1.187 | 175,41 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 98.788 | 68,29 | 4.844 | 66,31 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1.519 | 74 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 2.348 | 0,82 | 115 | 0,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 20.793 | 1.019 | ||||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 26.017 | 227,75 | 1.276 | 224,43 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 88.578 | 4.343 | ||||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 26.079 | 204,45 | 1.279 | 200,71 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 4.415 | 0,85 | 216 | -0,46 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10.943 | 537 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 745.522 | 36.553 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 13.851 | 679 | ||||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 18.423 | 0,01 | 903 | -1,20 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 38.286 | 152,58 | 1.877 | 149,60 | ||||
| 2025-08-22 | NP | FENCX - Fidelity SAI Enhanced Municipal Income Fund | 42.800 | 131,35 | 2.098 | 128,79 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 178.896 | 39,64 | 8.771 | 37,97 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 19.814 | 45,54 | 971 | 43,85 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 350.253 | 2,48 | 17.173 | 1,26 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 159.932 | 7.841 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 105.305 | 38,38 | 5.163 | 36,73 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9.004 | 0,03 | 441 | -1,12 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 121.438 | 42,87 | 5.954 | 41,19 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 1.922 | 94 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45.537 | 13,18 | 2.233 | 11,82 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 119.525 | 7,76 | 5.860 | 6,49 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 79.895 | 34,15 | 3.917 | 32,55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 18.100 | 229,09 | 887 | 226,10 | |||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 7.237 | 0,84 | 355 | -0,56 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 130.952 | 6.421 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 286.687 | 15,92 | 14.056 | 14,55 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 177.137 | 21,10 | 8.685 | 19,68 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3.258.439 | 3,70 | 159.757 | 2,46 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 21.855 | 1.071 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 321.315 | 6,26 | 15.754 | 5,00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 434.319 | 1.194,16 | 21.295 | 1.178,92 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 9.107 | 45,04 | 447 | 43,41 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 22.431 | 46,44 | 1.100 | 44,61 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 10.565 | 59,91 | 518 | 58,10 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 27.316 | 4,26 | 1.339 | 3,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3.576 | 510,24 | 175 | 503,45 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 8.227 | 0,30 | 403 | -0,74 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 79.728 | 1,60 | 3.909 | 0,41 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 153.772 | 0,80 | 7.539 | -0,40 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 184.879 | 80,41 | 9.065 | 78,28 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 31.843 | 145,89 | 1.556 | 142,21 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 546.685 | 1,98 | 26.777 | 0,67 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 6.593 | 1.388,26 | 323 | 1.433,33 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1.417 | 189,78 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 171.657 | 12,39 | 8.416 | 11,06 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 207.930 | 8,68 | 10.195 | 7,38 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10.253 | 503 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 181.432 | 24,52 | 8.896 | 23,03 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 147.712 | 9,11 | 7.242 | 7,82 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 38.925 | 3,48 | 1.908 | 2,25 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 24.020 | 1.178 | ||||||
| 2025-08-05 | 13F | Burney Co/ | 54.775 | 94,50 | 2.686 | 92,20 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 22.135 | 51,79 | 1.085 | 50,07 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 134 | 13.300,00 | 7 | -57,14 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 5.650 | 0,02 | 277 | -1,07 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 179.431 | 99,22 | 8.798 | 96,84 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 53.405 | 5,01 | 2.618 | 3,77 | ||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 88.889 | 19,79 | 4.358 | 18,36 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5.538 | 13,39 | 272 | 11,98 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 12.197 | 598 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17.119 | 45,99 | 839 | 44,41 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 24.753 | 62,51 | 1.214 | 60,66 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 58.300 | 2.858 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 164.729 | 63,88 | 8.077 | 61,94 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 6.670 | 237,89 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 838 | 16,23 | 41 | 17,14 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 59.135 | 30,38 | 2.899 | 28,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 195.701 | 10,90 | 9.595 | 9,58 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 59.314 | 108,26 | 2.908 | 105,80 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 4.350 | 213 | ||||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 16.509 | 227,75 | 809 | 224,90 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 48.900 | 0,45 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 20.423 | 1.001 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 296.755 | 14,67 | 14.550 | 13,31 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4.310 | 211 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 356.447 | 15,33 | 17.477 | 13,96 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 16.624 | 115,92 | 815 | 113,35 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 2.015 | 0,80 | 99 | -1,01 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 5.798 | 6,33 | 284 | 5,19 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 4.197 | 1.253,87 | 206 | 1.266,67 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 596 | 56,84 | 29 | 61,11 | ||||
| 2025-07-30 | NP | FSMUX - Strategic Advisers Municipal Bond Fund | 4.394.271 | 19,14 | 214.440 | 14,77 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 241.902 | 2,94 | 11.860 | 1,72 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 5.573 | 69,70 | 273 | 68,52 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 32.142 | 7,39 | 1.576 | 6,06 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 77.491 | 22,44 | 3.799 | 20,99 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 13.841 | 1,65 | 679 | 0,44 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 40.546 | 4,84 | 1.988 | 3,54 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 19.624 | 1,40 | 962 | 0,21 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 40.249 | 3,62 | 1.973 | 2,39 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 101 | 5 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1.628.647 | 1,06 | 79.853 | -0,14 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1.760 | 62,96 | 86 | 62,26 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 386 | 19 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 35.989 | 46,09 | 1.765 | 44,35 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 20.735 | 6,69 | 1.017 | 5,39 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 80.157 | 3.930 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 14.276 | 700 | ||||||
| 2025-08-05 | 13F | Snider Financial Group | 43.916 | 1,14 | 2.153 | -0,05 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17.828 | 113,79 | 874 | 111,62 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 39.250 | 6,42 | 1.924 | 5,14 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 227.290 | 13,14 | 11.144 | 11,80 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 57.395 | 1,72 | 2.814 | 0,54 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 45.526 | 39,27 | 2.222 | 39,69 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 28.967 | 14,34 | 1.420 | 12,97 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 32.372 | 19,11 | 1.587 | 17,73 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 6.720 | 13,57 | 329 | 12,29 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28.527 | 37,78 | 1.399 | 36,12 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 5.238 | 0,83 | 257 | -0,39 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 12.660 | 5,25 | 621 | 4,03 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 14.314 | 1,39 | 702 | 0,14 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 13.381 | 656 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 19.675 | -1,19 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 6.996 | 342 | ||||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 21.020 | 23,50 | 1.031 | 22,04 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7.404.770 | 87,65 | 363.056 | 85,42 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 36.909 | 1.810 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 191.871 | 80,53 | 9.407 | 78,40 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 140.313 | 3,33 | 7 | 0,00 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 3.284 | 1.575,51 | 161 | 1.688,89 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 5.719 | 20,15 | 280 | 18,64 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 32.058 | 69,60 | 1.572 | 67,66 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 182.398 | 2,06 | 9.051 | 1,02 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 7 | 0 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 17.183 | 96,78 | 842 | 94,46 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 9.871 | 2,60 | 484 | 1,26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 56.270 | 8,45 | 2.759 | 7,15 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 95.324 | 197,65 | 4.674 | 194,08 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 10.756 | 527 | ||||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 92.439 | 11,75 | 4.532 | 10,43 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 20.374 | 999 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 19.046 | 6,93 | 934 | 5,66 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 26.846 | 40,83 | 1.316 | 39,26 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 14.032 | 0,31 | 688 | -0,86 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 29.280 | 7,23 | 1.435 | 5,98 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 6.007 | 0 | ||||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 4.156 | 204 | ||||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 30.557 | 6,52 | 1.498 | 5,27 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 17.945 | 52,79 | 880 | 51,03 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 16.241 | 3,56 | 796 | 3,51 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 59.120 | 9,95 | 2.899 | 8,62 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 33.356 | 8,18 | 1.635 | 6,93 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 123.569 | 7,21 | 6.059 | 5,93 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 29.270 | 10,22 | 1.435 | 8,96 | ||||
| 2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 83.117 | 1.825,34 | 4.056 | 1.760,55 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 18.538 | 103,87 | 909 | 101,33 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 45.802 | 522,23 | 2.246 | 515,07 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 38.938 | 228,01 | 1.909 | 224,11 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 63.805 | 1,78 | 3.128 | 0,58 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 18.190 | 0,84 | 892 | -0,45 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 48.435 | 29,41 | 2.375 | 27,84 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 196.622 | 9,37 | 9.640 | 8,07 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 81.514 | 21,40 | 3.997 | 19,96 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 5.000 | 245 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 135.835 | 11,04 | 6.660 | 9,72 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 69.329 | 136,09 | 3.399 | 133,29 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 55.037 | 48,88 | 2.698 | 47,11 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 3.380 | 2,49 | 166 | 1,23 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 9.197 | 81,65 | 451 | 79,28 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 93.732 | 32,28 | 4.596 | 30,69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 23.314.887 | 1,36 | 1.143.129 | 0,15 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 306.753 | 2,00 | 15.040 | 0,79 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 174.193 | 0,19 | 8.541 | -1,01 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 131.930 | 10,77 | 6.469 | 8,34 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 16.413 | 96,61 | 1 | |||||
| 2025-08-05 | 13F | Navalign, LLC | 29.092 | 43,04 | 1.426 | 41,33 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 14.813 | 0,84 | 726 | -0,27 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 76.718 | 1,27 | 3.761 | 0,05 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 72.660 | 18,10 | 3.563 | 16,71 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 30.379 | 1.489 | ||||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 418.936 | 11,57 | 20.494 | 10,00 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 75.737 | 4,43 | 3.713 | 3,20 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 10.431 | 1,12 | 511 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 20.414 | 1.001 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 17.753 | 29,95 | 870 | 28,51 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 410 | 9,63 | 20 | 11,11 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 327.350 | 5,28 | 16.050 | 4,03 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 40.970 | 0,07 | 2.009 | -1,13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 19.795 | 969 | ||||||
| 2025-08-08 | 13F | Creative Planning | 26.851.781 | 2,69 | 1.316.543 | 1,47 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 27.808 | 1.363 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 527.685 | 4.724,33 | 25.872 | 4.673,43 | ||||
| 2025-08-14 | 13F | Fmr Llc | 19.795.248 | 57,35 | 970.561 | 55,48 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 40.896 | 178,81 | 2.005 | 175,79 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 18.789 | 0,18 | 921 | -0,97 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3.943.092 | 10,58 | 193.330 | 9,27 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 181.358 | 0,36 | 8.892 | -0,84 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 829 | 41 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 5.050 | 3,06 | 248 | 1,65 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 329.967 | 0,04 | 16.178 | -1,15 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 22.147 | 32,61 | 1.086 | 31,04 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 64.086 | 3.142 | ||||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 5.690 | 0,83 | 279 | -0,71 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 5.024 | 0,82 | 246 | -0,40 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1.111 | 0 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 73.842 | 0,26 | 3.613 | -1,12 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 362.753 | 16,22 | 17.786 | 14,84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 14.206 | 697 | ||||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 20.352 | 18,66 | 998 | 17,16 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 6.486 | 318 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 11.052 | 79,01 | 542 | 76,80 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 40.867 | 2,27 | 2.000 | 0,91 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 68.774 | 10,23 | 3.372 | 8,92 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 305.192 | 0,47 | 14.939 | 2,19 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 16.141 | 59,17 | 791 | 57,26 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 105.796 | 3,28 | 5.177 | 1,85 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 6.410.501 | 7,61 | 314.307 | 6,33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4.381.736 | 24,16 | 214.656 | 22,69 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 187 | 9 | ||||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 189.954 | 11,48 | 9.313 | 10,16 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 5.395 | 14,18 | 265 | 10,46 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 17.441 | 128,67 | 1 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 113.157 | 7,47 | 5.548 | 6,20 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 365.872 | 8,30 | 17.928 | 9,37 | ||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 333.868 | 4,86 | 16.370 | 3,61 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 238.192 | 9,72 | 11.679 | 8,41 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1.307.093 | 5,37 | 64.087 | 4,12 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 22.269 | 126,89 | 1.092 | 124,02 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 13.507 | 22,03 | 662 | 20,58 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 38 | 137,50 | 2 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 36.517 | 7,06 | 1.790 | 5,79 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 42.096 | 7,78 | 2.064 | 6,45 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 814.027 | 2,04 | 39.912 | 0,83 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18.226 | 2,09 | 894 | 0,90 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6.404.360 | 1,48 | 314.006 | 0,27 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 45.077 | 385,06 | 2.210 | 379,39 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 26.783 | 1,56 | 1.313 | 0,38 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 8.559 | 0,26 | 420 | -0,95 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 210.218 | 14,03 | 10.307 | 12,67 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 160.025 | 32,07 | 7.846 | 30,51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.124.602 | 23,70 | 55.139 | 22,23 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 61.110 | 3,36 | 2.996 | 2,15 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 22.013 | 7,79 | 1.079 | 6,52 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 37.673 | 2,34 | 1.847 | 1,15 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 13.369 | 3,64 | 655 | 2,34 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 371.980 | 34,48 | 18.238 | 32,88 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 6.440 | 316 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 67.162 | 53,21 | 3.293 | 51,36 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 38.850 | 1.905 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 744.073 | 67,90 | 36.482 | 65,90 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 56.146 | 3,04 | 2.753 | 1,81 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 24.510 | 1.202 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 31.753 | 25,41 | 1.557 | 23,89 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 13.139 | 644 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 549.677 | 6,92 | 26.951 | 5,64 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 14.888 | 32,51 | 730 | 30,88 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 114.975 | 2,57 | 5.637 | 1,35 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 13.252 | 0,29 | 1 | |||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 5.175 | 254 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 387.695 | 9,14 | 19.009 | 7,83 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 20.760 | 68,92 | 1.018 | 69,22 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 267.917 | 13.136 | ||||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 328.977 | 3,59 | 16.130 | 2,35 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 23.348 | 1.145 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 86.045 | 0,58 | 4.219 | -0,64 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1.878 | 1.875,79 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 12.431 | 836,77 | 609 | 836,92 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 514.995 | 7,77 | 25.250 | 6,50 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 19.762 | 0,47 | 1 | |||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 480.439 | 3,08 | 23.556 | 1,86 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 114.254 | 75,59 | 5.602 | 73,51 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 5.494 | -10,17 | ||||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 74.427 | 0,01 | 3.649 | -1,16 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 546.981 | 0,01 | 26.819 | -1,18 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 5.525 | 2,39 | 271 | 1,12 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 5.773 | 283 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 38.808 | 0,65 | 1.903 | -0,58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9.029 | 0,01 | 443 | -1,12 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 206.276 | 12,17 | 10.114 | 10,84 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11.763.538 | 1,02 | 576.766 | -0,18 | ||||
| 2025-07-29 | NP | DNMZX - PGIM NATIONAL MUNI FUND Class Z | 103.000 | 5.026 | ||||||
| 2025-08-05 | 13F | Everest Management Corp. | 4.624 | 0,50 | 227 | -0,88 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 138.643 | 85,69 | 6.798 | 83,50 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 136.055 | 22,67 | 6.671 | 21,21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 487.257 | 19,29 | 23.890 | 17,87 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 146.601 | 5,55 | 7.188 | 4,30 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 555.620 | 75,44 | 27.337 | 72,18 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 6.214 | 7,53 | 305 | 6,29 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 184.815 | 220,85 | 9.061 | 217,04 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 205.500 | 1.041,67 | 10.076 | 1.028,22 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 84.373 | 80,09 | 4.137 | 77,97 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 2.926.845 | 19,13 | 143.503 | 17,71 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1.529.950 | 15,79 | 75.013 | 14,41 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 7.759 | 380 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 112.775 | 39,15 | 5.529 | 37,50 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 287.596 | 1,58 | 14.101 | 0,37 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19.954 | 9,98 | 978 | 8,67 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 18.277 | 0,21 | 896 | -0,88 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 8.108 | 398 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 17.142 | 65,77 | 840 | 63,74 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 126.205 | 146,56 | 6.188 | 143,68 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 45.487 | 11,71 | 2.230 | 10,40 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 4.938 | 13,65 | 242 | 12,56 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 62.933 | 0,86 | 3.086 | -0,32 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 8.305 | 70,05 | 407 | 68,18 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5.691 | 279 | ||||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 33.018 | 22,61 | 1.619 | 21,11 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8.313 | 104,65 | 408 | 102,49 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 10.259 | 13,99 | 498 | 13,96 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 8.347 | 409 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 296.771 | 19,61 | 14.543 | 18,31 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 6.202 | 22,11 | 304 | 20,63 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 136.279 | 3,09 | 6.682 | 1,86 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 12.603 | 0,83 | 618 | -0,48 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 10.776 | 5,00 | 528 | 3,73 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 34.091 | 1.669 | ||||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 26.950 | 1.321 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 5.783 | 34,27 | 284 | 32,86 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 27.798 | 37,31 | 1.363 | 35,66 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1.984.861 | 4.903,05 | 40 | -97,97 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1.864.210 | 7,90 | 91.402 | 6,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 39.301 | 5,07 | 1.927 | 3,83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 242.355 | 10,81 | 11.883 | 9,49 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 40.232 | 2,28 | 1.973 | 1,08 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 247.790 | 1,85 | 12.149 | 0,64 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1.035 | 51 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 28.993 | 0,27 | 1.422 | 1,36 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 299.745 | 31,89 | 14.697 | 30,33 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 9.900 | 55,20 | 485 | 53,48 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 184.335 | 44,81 | 9.038 | 43,08 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 217.373 | 1,38 | 10.658 | 0,17 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 71.191 | 74,52 | 3.490 | 72,43 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10.472 | 1,15 | 513 | 0,00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 11.227 | 6,40 | 550 | 5,16 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1.586 | 78 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 4.914 | 241 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7.892 | 387 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 373.704 | 22,63 | 18.323 | 21,17 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 26.790 | 1.314 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 134.418 | 40,26 | 6.591 | 38,59 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 141.315 | 54,75 | 6.929 | 52,90 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 217.315 | 105,33 | 10.655 | 100,83 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 268.424 | 121,94 | 13.161 | 119,30 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 11.197 | 34,95 | 549 | 33,33 | ||||
| 2025-07-21 | 13F | 25 Llc | 198.506 | 2,21 | 9.733 | 0,99 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 553.372 | 16,56 | 27.132 | 15,18 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 92.970 | 37,05 | 4.558 | 35,41 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 21.969 | 14,73 | 1.075 | 13,16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.722.114 | 7,18 | 84.297 | 5,73 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 164.668 | 64,49 | 8.074 | 62,53 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 4.950 | 243 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35.166.659 | 1,94 | 1.724.221 | 0,73 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 20.183 | 26,06 | 990 | 24,56 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 195.385 | 29,51 | 9.580 | 27,50 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 303.926 | 17,14 | 14.902 | 15,74 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 18.438 | 904 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 14.619 | 3,83 | 717 | 2,58 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 275.298 | 737,51 | 13.498 | 727,53 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 21.255 | 7,28 | 1.042 | 6,00 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 16.662 | 3,88 | 817 | 2,64 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 6.535 | 54,02 | 320 | 52,38 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 95.448 | 39,84 | 4.680 | 38,19 | ||||
| 2025-06-26 | NP | CLSM - Cabana Target Leading Sector Moderate ETF | 346.251 | 17.036 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 45.589 | 81,05 | 2.235 | 78,94 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 43.517 | 1,06 | 2.134 | -0,14 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 3.768 | 23,22 | 185 | 21,85 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 145.148 | 5,81 | 7.117 | 4,55 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 108.550 | 6,13 | 5 | 0,00 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 29.632 | 8,28 | 1.453 | 7,00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 28.833 | 47,33 | 1.414 | 45,52 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 43.639 | 139,95 | 2.140 | 137,14 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 65.770 | 3,07 | 3.202 | 1,11 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 11.080 | 2,77 | 543 | 0,56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1.050.800 | 282,25 | 51.521 | 277,71 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 202.390 | 22,58 | 9.923 | 21,13 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 504 | 0,80 | 0 | |||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 17.490 | 10,63 | 856 | 9,18 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 2.716 | 133 | ||||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 350.758 | 9,13 | 17.198 | 10,93 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 32.300 | 28,58 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 80.889 | 19,86 | 3.966 | 18,43 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10.728 | 46,46 | 1 | |||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 102.599 | 20,96 | 5.030 | 19,53 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 852.185 | 36,55 | 41.783 | 34,92 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 571.274 | 614,62 | 28.010 | 606,23 | ||||
| 2025-07-28 | 13F | Jordan Park Trust Co LLC | 11.404 | 559 | ||||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 4.400 | 221 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 34.873 | 12,14 | 1.710 | 10,76 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 135.312 | 9,99 | 6.634 | 8,68 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 128.868 | 19,32 | 6.318 | 17,90 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 389.555 | 15,65 | 19.100 | 14,27 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8.890 | 36,90 | 441 | 36,11 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 10.387 | 0,31 | 509 | -0,78 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3.059 | 0,79 | 152 | -0,66 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 7.465 | 2,25 | 366 | 1,10 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 11.526 | 4,07 | 565 | 2,91 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 313.826 | 484,19 | 15.387 | 477,34 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 58 | 3 | ||||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 178.706 | 1,73 | 8.762 | 0,52 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 380.344 | 8,71 | 18.648 | 7,42 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 112.419 | 3,96 | 5.512 | 2,72 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 9.000 | 441 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 286.941 | 80,41 | 14.069 | 78,28 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 478.904 | 3,68 | 23.481 | 2,45 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 29.393 | 1.438 | ||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 196.404 | 10,46 | 9.630 | 9,15 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2.167.637 | 120,33 | 106.279 | 117,58 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 21.017 | 2,26 | 1.030 | 1,08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8.963.105 | 4,29 | 439.461 | 3,05 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1.346 | 58,73 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 905.403 | 14,82 | 44.392 | 13,45 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 579.569 | 2,61 | 28.998 | 0,83 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14.016 | 186,98 | 687 | 183,88 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 25 | 4,17 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 100.592 | 11,21 | 4.932 | 9,89 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 13.298 | 1,73 | 652 | 0,62 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 13.804 | 7,04 | 677 | 5,79 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 22.852 | 33,20 | 1.120 | 31,61 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 47.957 | 2,93 | 2.351 | 1,73 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 59.135 | 7,85 | 2.899 | 6,58 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 39.140 | 3,99 | 1.919 | 2,79 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 26.622 | 51,52 | 1.305 | 49,83 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 36.745 | 12,51 | 1.802 | 11,17 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 124.287 | 80,67 | 6.094 | 78,52 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 14.250 | 12,09 | 699 | 10,79 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.284.644 | 2,08 | 62.986 | 0,87 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 179.461 | 65,31 | 8.799 | 63,35 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 162.999 | 10,61 | 7.912 | 8,19 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 400.000 | 19.612 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7.712 | 50,62 | 378 | 48,82 | ||||
| 2025-06-26 | NP | TDSC - Cabana Target Drawdown 10 ETF | 152.664 | 7.511 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 79 | 1,28 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | American National Bank | 27.232 | 5,01 | 1.335 | 3,81 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 5.429 | 266 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 17.903 | 36,98 | 878 | 35,34 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 12.455.750 | 1,70 | 610.703 | 0,49 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4.484 | 469,76 | 220 | 461,54 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 29.108 | 1.427 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 95.148 | 30,49 | 4.657 | 28,69 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 19.695 | 6,30 | 966 | 5,01 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 20.111 | 12,53 | 986 | 11,29 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 994 | 49 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 34.102 | 1.768,60 | 1.672 | 1.757,78 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 105.310 | 27,32 | 5.126 | 24,90 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 93.178 | 127,00 | 4.553 | 123,58 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 22.322 | 5,50 | 1.094 | 4,29 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 103.354 | 20,79 | 5.067 | 19,36 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 5.488 | 9,76 | 269 | 8,47 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | GSG Advisors LLC | 34.842 | 1,26 | 1.708 | 2,34 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 26.688 | 14,98 | 1.309 | 13,64 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 587 | 1.924,14 | 29 | 2.700,00 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 1.137.702 | 4,76 | 55.782 | 3,51 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 855.462 | 5,24 | 41.943 | 3,99 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 26.945 | 11,22 | 1.321 | 8,81 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9.288 | 31,20 | 455 | 29,63 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 70.577 | 123,59 | 3.460 | 120,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 108.048.493 | 39,82 | 5.297.618 | 38,16 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6.996 | 343 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.782.825 | 5,65 | 87.425 | 4,40 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 371.638 | 5,80 | 18.221 | 4,54 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 442.497 | 83,55 | 21.696 | 81,37 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 6.887 | 338 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 162.588 | 2,38 | 7.972 | 1,15 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Diversified Income ETF | 12.197 | 598 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 42.312 | 19,56 | 2.075 | 18,11 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 57.211 | 8,06 | 2.805 | 6,82 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 219.532 | 10.801 | ||||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 36.500 | 11,62 | 1.790 | 10,30 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 305.014 | 16,52 | 15 | 16,67 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 26.930 | 12,82 | 1.320 | 11,49 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 97.027 | 24,73 | 4.757 | 23,27 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 4.542 | 0 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 13.834 | 19,85 | 678 | 18,53 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 56.892 | 1,78 | 2.789 | 0,58 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 14.695 | 1 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2.653 | 17,91 | 130 | 17,12 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 136.735 | 7,41 | 6.704 | 6,14 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 118.893 | 8,59 | 5.829 | 7,31 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 107.690 | 5,56 | 5.280 | 4,33 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4.152.644 | 1,04 | 203.604 | -0,16 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 4.170 | 204 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3.619.658 | 111,57 | 177.472 | 109,05 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 54.532 | 87,24 | 2.674 | 84,98 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 12.442 | 29,47 | 610 | 28,15 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 195.551 | 12,38 | 9.588 | 11,04 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 640.928 | 10,56 | 31.425 | 9,24 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 276.707 | 0,51 | 13.539 | -1,25 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 911.526 | 17,61 | 44.692 | 16,21 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 814.860 | 11,28 | 39.953 | 9,96 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 27.995 | 0,24 | 1.361 | -0,15 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 12 | 1 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 63.677 | 306,08 | 3.122 | 301,29 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 9.449 | 1,00 | 463 | -0,22 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 106.998 | 39,17 | 5.246 | 37,55 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11.235 | 6,74 | 551 | 5,36 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 7.870 | 386 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 11.436 | 4,75 | 561 | 3,51 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 313.302 | 0,48 | 15.361 | -0,72 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 361.298 | 4,16 | 17.714 | 2,92 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 154.270 | 8,57 | 7.564 | 7,28 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 55.052 | 15,76 | 2.699 | 14,41 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 6.774 | 0,33 | 332 | -0,90 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 9.119 | 19,53 | 447 | 18,25 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3.083 | 151 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 25.610 | 13,57 | 1.256 | 12,25 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4.595 | 5,32 | 225 | 6,67 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15.136 | 7,02 | 742 | 5,85 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 8.677 | 2,67 | 425 | 1,43 | ||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 13.529 | 663 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 326.211 | 11,78 | 15.994 | 10,46 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6.884 | 22,38 | 338 | 20,79 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 10.554 | 517 | ||||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 157 | 0,64 | 8 | 0,00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 1.037.558 | 0,69 | 50.871 | -0,50 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Call | 100.000 | 4.903 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 764.792 | 0,47 | 37.498 | -0,73 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 10.523 | 1,20 | 516 | 0,00 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 11.747 | 2,37 | 576 | 1,05 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 80.135 | 16,54 | 3.929 | 15,15 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 25.027 | 1,38 | 1.227 | -0,81 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 50.430 | 1,03 | 2.473 | -0,16 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 6.438 | 0,88 | 0 | |||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 39.281 | 5,65 | 1.926 | 4,39 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 26.851 | 23,22 | 1.317 | 21,74 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 175.137 | 8.587 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 42.808 | 2.099 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 11.175 | 0,22 | 543 | -1,81 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 620.673 | 633,99 | 30.432 | 625,41 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 13.204.759 | 30,61 | 647.430 | 29,05 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 24.954 | 9,49 | 1.224 | 8,23 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 53.618 | 0,17 | 2.629 | -1,02 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 790.174 | 1,45 | 38.742 | 0,25 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 10.582 | 519 | ||||||
| 2025-07-17 | 13F | Asio Capital, LLC | 208.180 | 10.207 | ||||||
| 2025-07-29 | 13F | Ariston Services Group | 10.807 | 0,52 | 530 | -0,75 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 60.280 | 1,86 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 92.151 | 86,57 | 4.518 | 84,41 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 69.173 | 6,36 | 3.392 | 5,08 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 53.806 | 839,19 | 2.638 | 828,87 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 20.045 | 31,58 | 983 | 30,07 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 59.897 | 51,05 | 2.909 | 47,84 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 31.957 | 1.567 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 64.591 | 0,34 | 3.135 | -0,70 | ||||
| 2025-08-08 | 13F | Croban | 21.855 | 6,17 | 1.071 | 4,90 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 354.384 | 65,39 | 17.375 | 63,42 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 205.578 | 12,22 | 10.079 | 10,88 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 407 | 0,99 | 20 | -5,00 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 43.007 | 8,82 | 2.109 | 7,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 263.221 | 13,08 | 13 | 9,09 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 55.025 | 0,29 | 2.698 | -0,92 | ||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 126.407 | 6.198 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 2.287 | 45,21 | 112 | 43,59 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.616 | 73,95 | 79 | 71,74 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 8.550 | 69,31 | 419 | 67,60 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 9.061 | 0 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 110.181 | 0,77 | 5 | 0,00 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 5.702 | 280 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 99.684 | 24,25 | 4.857 | 25,19 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 5.680 | 4,51 | 282 | 3,31 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 32.936 | 87,56 | 1.615 | 85,30 | ||||
| 2025-07-18 | 13F | Vicus Capital | 86.992 | 28,79 | 4.265 | 27,28 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 109.190 | 591,21 | 5.354 | 583,65 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 4.212 | 2,73 | 207 | 1,48 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 89.550 | 35,68 | 4.391 | 34,09 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 8.588 | 1,93 | 421 | 0,72 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1.771 | 87 | ||||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 75.593 | 0,16 | 3.669 | 0,25 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 1.251.508 | 7,83 | 61.361 | 6,55 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 29.502 | 6,47 | 1.446 | 5,24 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 98.667 | 0,46 | 4.838 | -0,74 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 10.081 | 33,49 | 494 | 32,09 |
