Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Index Funds - Vanguard Growth ETF includono Mercer Global Advisors Inc /adv, Glenmede Investment Management, LP, Arista Wealth Management, LLC, Midwest Trust Co, rebel Financial LLC, Systelligence, LLC, Summit Wealth Group Llc / Co, Valpey Financial Services, LLC, Cornerstone Wealth Group, LLC, Foronjy Financial Llc, Compass Investment Advisers LLC, Kingstone Capital Partners Texas, LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Twin Tree Management, LP, Lewis Asset Management, LLC, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, Trust Co Of Toledo Na /oh/, CBM Financial, LLC, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, e Precision Wealth Strategies, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7.098 | 0,70 | 3.112 | 19,01 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 7.539 | 3.305 | ||||||
2025-08-14 | 13F | Planwiser Financial, Llc | 11.864 | 1,94 | 5.409 | 20,84 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 10.571 | 1,46 | 4.635 | 19,99 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 13.838 | 1,62 | 6.067 | 20,14 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 2.554 | 0,31 | 1.120 | 18,54 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 5.693 | 11,72 | 2.416 | 27,85 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 24.584 | 47,47 | 10.778 | 74,36 | ||||
2025-07-08 | 13F | TL Private Wealth | 123.787 | 1,67 | 54.307 | 35,37 | ||||
2025-07-17 | 13F | Walker Asset Management, LLC | 1.359 | 12,87 | 596 | 33,41 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 35.322 | 1,35 | 15.494 | 19,89 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 185.017 | 10,32 | 81.112 | 30,42 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 32 | 14 | ||||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 36.702 | 0,07 | 16.090 | 18,32 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 40.335 | 4,38 | 17.703 | 23,55 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 116.307 | 4,17 | 51.047 | 23,29 | ||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 553 | 242 | ||||||
2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 2.164 | 0,23 | 949 | 18,50 | ||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 9.641 | 4.227 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 76.103 | 2,82 | 33.364 | 21,56 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5.275 | 22,22 | 2.312 | 44,50 | ||||
2025-07-29 | 13F | Ballast, Inc. | 565 | 248 | ||||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 912 | 400 | ||||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 14.873 | 22,83 | 6.520 | 45,21 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 1.758 | 5,52 | 771 | 24,80 | ||||
2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 2.689 | 1 | ||||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 49.193 | 21.566 | ||||||
2025-08-01 | 13F | Motco | 4.675 | 3,80 | 2.128 | 27,37 | ||||
2025-08-14 | 13F | Rodgers Brothers Inc. | 1.247 | 0,81 | 547 | 19,21 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 635 | 0 | ||||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 714 | 11,74 | 313 | 32,63 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 132.273 | 10,38 | 57.989 | 28,14 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 4.930 | 27,03 | 2.161 | 50,17 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 2.424 | 308,08 | 1.063 | 408,13 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 3.189 | 21,44 | 1.398 | 43,68 | ||||
2025-08-12 | 13F | Sfmg, Llc | 1.713 | 3,63 | 751 | 22,71 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 1.323 | 20,16 | 580 | 41,91 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 7.181 | 10,53 | 3.148 | 30,68 | ||||
2025-07-17 | 13F | Oak Family Advisors, Llc | 480 | 210 | ||||||
2025-08-05 | 13F | X-Square Capital, LLC | 2.262 | 3,67 | 1 | |||||
2025-07-08 | 13F | Rise Advisors, LLC | 86.306 | 4,16 | 37.837 | 23,15 | ||||
2025-08-12 | 13F | Athena Investment Management | 3.491 | 18,06 | 1.530 | 39,60 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 1.705 | 748,26 | 1 | |||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 2.535 | 1,12 | 1.111 | 19,72 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 11.371 | 7,07 | 4.985 | 26,59 | ||||
2025-08-06 | 13F | Summit Investment Advisors, Inc. | 528 | 0,19 | 235 | 15,84 | ||||
2025-07-24 | 13F | M. Kraus & Co | 532 | 233 | ||||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1.102 | 0,64 | 483 | 18,97 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 98.069 | 2,53 | 42.993 | 21,21 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 25.180 | 32,19 | 11.039 | 56,29 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 744 | 326 | ||||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 400.378 | 0,30 | 175.727 | 18,72 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 47 | 4.600,00 | 21 | 5,26 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 91.250 | 0,36 | 40.004 | 18,65 | ||||
2025-07-09 | 13F | Capital Wealth Management, Llc | 66.021 | 0,88 | 28.944 | 19,26 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 165.498 | 4,41 | 72.554 | 23,44 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 3.204 | 20,68 | 1.405 | 42,68 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1.204 | 0,58 | 528 | 18,96 | ||||
2025-07-18 | 13F | Community Financial Services Group, LLC | 519 | 228 | ||||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 1.094 | 79,64 | 480 | 113,33 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 6.045 | 2,39 | 2.650 | 21,06 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 648 | 284 | ||||||
2025-08-05 | 13F | Lincoln National Corp | 698.089 | 0,17 | 306.042 | 18,42 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 7.220 | 4,17 | 3.165 | 23,20 | ||||
2025-07-16 | 13F | Congress Asset Management Co /ma | 4.390 | 77,66 | 1.925 | 110,04 | ||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 754 | 331 | ||||||
2025-08-11 | 13F | EMC Capital Management | 32.830 | 232,25 | 14 | 366,67 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 490 | 0 | ||||||
2025-08-12 | 13F | Bokf, Na | 147.397 | 15,15 | 64.619 | 36,13 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.329.175 | 0,40 | 1.021.110 | 18,70 | ||||
2025-08-12 | 13F | Archer Investment Corp | 2.049 | 3,48 | 898 | 22,34 | ||||
2025-04-22 | 13F | Veridan Wealth LLC | 10.486 | 4,46 | 3.888 | -6,47 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 2.540 | 12,94 | 1.114 | 33,61 | ||||
2025-07-15 | 13F | McAdam, LLC | 7.262 | 17,32 | 3.184 | 38,69 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 1.938 | 8,09 | 850 | 27,86 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 127.749 | 3,17 | 56.005 | 21,97 | ||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 67.226 | 1,56 | 29.472 | 20,07 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 7.214 | 0,29 | 3.163 | 18,56 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 7.243 | 3,40 | 3.175 | 22,26 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 9.131 | 0,12 | 4.003 | 18,40 | ||||
2025-08-13 | 13F | Kilter Group LLC | 75 | 33 | ||||||
2025-07-09 | 13F | Krilogy Financial LLC | 38.708 | 7,76 | 16.970 | 27,40 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 4.424 | 1,44 | 1.939 | 19,91 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 16.047 | 27,83 | 7.035 | 51,14 | ||||
2025-07-24 | 13F | Lmcg Investments, Llc | 733 | 2,81 | 321 | 21,59 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 24.616 | 1,64 | 10.792 | 20,15 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 4.582 | 6,02 | 2.009 | 25,34 | ||||
2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 471 | 206 | ||||||
2025-08-04 | 13F | Spinnaker Trust | 1.652 | 0,79 | 724 | 19,28 | ||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 529.933 | 5,08 | 232.323 | 24,22 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 903.783 | 4,10 | 396.240 | 23,07 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 4.594 | 111,90 | 2.014 | 150,50 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 24.532 | 22,60 | 10.755 | 44,93 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 10.592 | 39,70 | 4.644 | 65,17 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 1.069 | 104,79 | 469 | 143,01 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 1.940 | 10,16 | 851 | 30,17 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 14.618 | 33,33 | 6.409 | 57,64 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 730 | 327 | ||||||
2025-08-06 | 13F | DDFG, Inc | 37.672 | 5,61 | 16.515 | 24,86 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 54.539 | 2,45 | 23.910 | 21,11 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 21.259 | 2,34 | 9.320 | 20,99 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 3.889 | 3,40 | 1.705 | 22,24 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 98.865 | 43.342 | ||||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 37.078 | 4,90 | 16.274 | 24,16 | ||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 34.695 | 0,64 | 15.210 | 18,99 | ||||
2025-07-22 | 13F | Net Worth Advisory Group | 6.322 | 210,51 | 2.772 | 267,02 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 3.002 | 3,59 | 1.316 | 22,53 | ||||
2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 13.484 | 1,24 | 5.911 | 19,70 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 29.378 | 47,24 | 13 | 71,43 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 500 | 219 | ||||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 43.375 | 4,70 | 19.016 | 23,78 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 33.691 | 5,80 | 14.770 | 25,08 | ||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 535 | 235 | ||||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 80.124 | 1,51 | 35.126 | 20,01 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 19.765 | 2,23 | 8.665 | 20,87 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 181.691 | 6,91 | 79.653 | 26,39 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 173.696 | 27,22 | 76.148 | 50,40 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 2.464 | 0,16 | 1.078 | 18,20 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 737 | 0,27 | 323 | 18,75 | ||||
2025-08-07 | 13F | Future Fund LLC | 900 | 395 | ||||||
2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 2.352 | 100,00 | 1.031 | 136,47 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 5.752 | 1,61 | 2.522 | 20,10 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 150 | 44,23 | 66 | 71,05 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 24.566 | 17,07 | 11 | 42,86 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 9.002 | 6,06 | 3.946 | 25,39 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 1.661 | 32,67 | 728 | 56,90 | ||||
2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 10.641 | 4,58 | 4.665 | 23,65 | ||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 31 | 14 | ||||||
2025-08-13 | 13F | Summit Financial, LLC | 237.854 | 3,44 | 104.395 | 22,43 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 462 | 210 | ||||||
2025-07-29 | 13F | Systelligence, LLC | 26.781 | 11.741 | ||||||
2025-08-11 | 13F | First American Trust, Fsb | 16.563 | 3,78 | 7.261 | 22,71 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1.611 | 0,69 | 707 | 19,06 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 3.981 | 0,05 | 1.745 | 18,31 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 981 | 42,17 | 430 | 68,63 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4.971 | 2.179 | ||||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 3.797 | 26,61 | 1.665 | 49,64 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 785.410 | 7,72 | 344 | 27,41 | ||||
2025-07-28 | 13F | IFC Advisors LLC | 4.449 | 1,81 | 1.950 | 20,37 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 11.667 | 96,22 | 5.115 | 132,08 | ||||
2025-07-17 | 13F | Sfm, Llc | 4.038 | 0,47 | 1.770 | 18,79 | ||||
2025-08-06 | 13F | Axim Planning & Wealth | 496 | 217 | ||||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 61.560 | 10,02 | 26.988 | 30,07 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 1.727 | 1,77 | 757 | 20,35 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 2.298 | 22,17 | 1.007 | 44,48 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 15.433 | 3,51 | 6.766 | 22,38 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 4.290 | 3,82 | 1.881 | 22,72 | ||||
2025-07-21 | 13F | Hilltop National Bank | 3.592 | 0,03 | 1.575 | 6,86 | ||||
2025-08-15 | 13F | Truefg, Llc | 5.346 | 0,47 | 2.344 | 18,75 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 2.017 | 16,25 | 884 | 37,48 | ||||
2025-07-30 | 13F | Advantage Trust Co | 48.249 | 1,03 | 21.152 | 19,44 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 60.165 | 4,30 | 26.377 | 23,32 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13.637 | 14,24 | 5.979 | 35,07 | ||||
2025-07-24 | 13F | Tandem Capital Management Corp /adv | 4.243 | 6,23 | 1.860 | 25,59 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 127.637 | 2,49 | 55.956 | 21,16 | ||||
2025-07-28 | 13F | Copia Wealth Management | 1.045 | 15,47 | 458 | 36,72 | ||||
2025-07-15 | 13F | tru Independence LLC | 963 | 4,33 | 422 | 23,10 | ||||
2025-07-11 | 13F | Lincoln Capital LLC | 3.387 | 0,42 | 1.485 | 25,13 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 80.261 | 0,33 | 35.187 | 18,62 | ||||
2025-07-18 | 13F | Victrix Investment Advisors | 611 | 268 | ||||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 7.866 | 3.453 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 676.316 | 0,41 | 296.497 | 18,71 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 37.289 | 0,50 | 16.348 | 18,81 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 1.274 | 199,76 | 559 | 256,05 | ||||
2025-07-16 | 13F | Motive Wealth Advisors | 1.196 | 1,87 | 524 | 20,46 | ||||
2025-07-28 | 13F | Prairie Sky Financial Group LLC | 838 | 5,54 | 367 | 24,83 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 1.424 | 18,57 | 624 | 40,22 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 28.123 | 20,77 | 12.329 | 42,77 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 85.637 | 7,12 | 37.543 | 26,65 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1.024.392 | 0,04 | 449.607 | 19,99 | ||||
2025-07-18 | 13F | Alley Investment Management Company, LLC | 2.406 | 0,33 | 1.055 | 18,56 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 744 | 326 | ||||||
2025-08-06 | 13F | Horan Securities, Inc. | 2.519 | 16,67 | 1.104 | 38,00 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 18.566 | 1,72 | 8.149 | 20,39 | ||||
2025-07-23 | 13F | Center For Asset Management LLC | 1.527 | 15,07 | 632 | 28,46 | ||||
2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 217.710 | 100,99 | 95.444 | 114,68 | ||||
2025-07-17 | 13F | HCR Wealth Advisors | 213.320 | 2,74 | 93.520 | 21,47 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 49.500 | 25,32 | 21.701 | 48,32 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 29.641 | 6,93 | 12.995 | 26,41 | ||||
2025-07-29 | 13F | Spreng Capital Management, Inc. | 51.878 | 1,25 | 22.743 | 19,70 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 8.910 | 57,25 | 3.906 | 86,00 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2.692 | 11,29 | 1.180 | 31,55 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 952 | 33,90 | 417 | 58,56 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1.228.937 | 97,74 | 538.790 | 133,78 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 1.477 | 49,19 | 648 | 70,26 | ||||
2025-07-14 | 13F/A | Seek First Inc. | 706 | 1,44 | 310 | 19,77 | ||||
2025-07-30 | 13F | ARK Investment Management LLC | 275 | 6.775,00 | 120 | 11.900,00 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 476 | 11,48 | 209 | 20,23 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 1.293 | 2,78 | 567 | 21,46 | ||||
2025-08-12 | 13F | Soundwatch Capital LLC | 638 | 292 | ||||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 22.105 | 4,85 | 9.691 | 23,96 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 77.157 | 2,91 | 33.825 | 21,66 | ||||
2025-07-23 | 13F | Motiv8 Investments LLC | 13.615 | 11,97 | 5.969 | 32,39 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 1.380 | 3,68 | 605 | 22,52 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 629 | 2,61 | 276 | 21,15 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 678 | 5,61 | 297 | 24,79 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 1.743 | 96,06 | 765 | 132,52 | ||||
2025-07-24 | 13F | Moseley Investment Management Inc | 6.376 | 10,91 | 2.795 | 31,16 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 12.432 | 2,50 | 5.450 | 21,19 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 5.272 | 2,17 | 2.311 | 20,81 | ||||
2025-08-14 | 13F | Dividend Asset Capital, Llc | 878 | 2,09 | 385 | 20,75 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 17.880 | 4,60 | 7.839 | 23,67 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 31.383 | 2,79 | 13.759 | 21,53 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 1.337 | 11,60 | 586 | 31,98 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 4.554 | 10,37 | 1.999 | 30,65 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 137.075 | 3,23 | 60.093 | 22,04 | ||||
2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 9.078 | 0,18 | 4 | 33,33 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 3.062 | 1.342 | ||||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 2.532 | 26,41 | 1.110 | 49,60 | ||||
2025-07-21 | 13F | Capital Planning LLC | 16.690 | 0,77 | 7.325 | 19,28 | ||||
2025-07-18 | 13F | SMI Advisory Services, LLC | 595 | 265 | ||||||
2025-08-04 | 13F | Golden Road Advisors Llc | 104.994 | 5,59 | 46.030 | 24,84 | ||||
2025-07-30 | 13F | Cornerstone Advisory, LLC | 35.140 | 8,23 | 15.405 | 23,68 | ||||
2025-08-06 | 13F | Bensler, LLC | 1.083 | 93,39 | 475 | 128,99 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 3.886.118 | 0,42 | 1.705.829 | 19,09 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.474 | 0,08 | 1.085 | 18,34 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 160.220 | 0,46 | 70.240 | 18,77 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 485 | 213 | ||||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 2.057 | 9,53 | 902 | 29,45 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 15 | 7 | ||||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 2.628 | 16,64 | 1.152 | 37,96 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3.595 | 48,49 | 2 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 438.014 | 0,63 | 192.025 | 18,97 | ||||
2025-07-24 | 13F | Zullo Investment Group, Inc. | 1.065 | 0,47 | 467 | 18,58 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 7.617 | 27,76 | 3.339 | 51,02 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 993 | 0,20 | 435 | 17,57 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 20.134 | 8,70 | 8.827 | 28,51 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 643 | 13,60 | 282 | 34,45 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 2.686 | 6,93 | 1.178 | 26,42 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 252.846 | 2,22 | 93.760 | -7,64 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 89.309 | 14,71 | 39.161 | 35,61 | ||||
2025-07-18 | 13F | First Pacific Financial | 98.566 | 0,99 | 43.211 | 19,39 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 36.646 | 0,67 | 16.083 | 19,13 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 8.238 | 27,86 | 3.612 | 51,15 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 31.688 | 4,45 | 13.892 | 23,48 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 7.658 | 172,72 | 3.361 | 222,86 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 9.615 | 13,52 | 4 | 33,33 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 4.495 | 4,34 | 1.970 | 23,29 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 37.860 | 49,96 | 16.598 | 77,28 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 568 | 23,75 | 249 | 45,88 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 6.305 | 2,94 | 2.764 | 21,71 | ||||
2025-08-11 | 13F | Actinver Wealth Management, Inc. | 537 | 235 | ||||||
2025-07-22 | 13F | Old National Bancorp /in/ | 5.685 | 7,28 | 2.492 | 26,88 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 4.346 | 1.906 | ||||||
2025-07-16 | 13F | Rebalance, Llc | 536 | 235 | ||||||
2025-08-05 | 13F | Marion Wealth Management | 2.756 | 1,55 | 1.208 | 20,08 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 86.398 | 18,69 | 37.877 | 40,32 | ||||
2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 49.468 | 6,48 | 21.687 | 25,89 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 100.169 | 3,42 | 43.914 | 22,27 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 4.107 | 7,04 | 1.523 | -5,11 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 74 | 32 | ||||||
2025-08-06 | 13F | Penserra Capital Management LLC | 89.089 | 9,26 | 39 | 30,00 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 49.250 | 3,65 | 21.591 | 22,54 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 3.000 | 1.315 | ||||||
2025-07-15 | 13F | Significant Wealth Partners LLC | 887 | 389 | ||||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 17.298 | 0,62 | 7.584 | 18,95 | ||||
2025-07-28 | 13F | Compass Advisory Group LLC | 4.135 | 29,14 | 1.815 | 52,82 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 12.147 | 9,03 | 5.325 | 28,90 | ||||
2025-08-14 | 13F | Allred Capital Management, LLC | 1.338 | 4,69 | 586 | 23,89 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20.795 | 204,02 | 9.116 | 259,46 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 3.131 | 2,02 | 1.373 | 20,56 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 592 | 1,20 | 260 | 19,35 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 32.040 | 7,91 | 14.046 | 27,59 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 85.420 | 4,76 | 37.448 | 23,86 | ||||
2025-07-03 | 13F | Trust Co of the South | 54.149 | 89,75 | 23.739 | 124,35 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 3.299 | 0,49 | 1.446 | 18,82 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 27.962 | 55,15 | 10.369 | 40,18 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 35.058.923 | 8,64 | 15.299.954 | 27,98 | ||||
2025-07-11 | 13F | First PREMIER Bank | 19.848 | 1,37 | 9 | 14,29 | ||||
2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 110.916 | 0,51 | 48.625 | 18,83 | ||||
2025-08-14 | 13F | Colony Group, LLC | 554.038 | 2,61 | 242.896 | 21,31 | ||||
2025-08-07 | 13F | Guardian Partners Inc. | 93.962 | 576,57 | 41.578 | 730,73 | ||||
2025-07-31 | 13F/A | Avion Wealth | 19.070 | 34,63 | 8 | 60,00 | ||||
2025-07-14 | 13F | Abacus Wealth Partners, LLC | 2.575 | 117,30 | 1.129 | 156,95 | ||||
2025-08-14 | 13F | Karpus Management, Inc. | 67.753 | 2,09 | 29.703 | 20,70 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 29.777 | 159,77 | 13.063 | 209,92 | ||||
2025-07-10 | 13F | Trust Point Inc. | 521 | 228 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 11.363 | 0,97 | 4.987 | 19,51 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 67.046 | 5,00 | 29.393 | 24,14 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 974 | 24,87 | 427 | 47,92 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 231 | 3,59 | 101 | 23,17 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 18.377 | 6,87 | 8.056 | 26,35 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 68.139 | 32,38 | 29.890 | 56,60 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 4.070 | 138,43 | 1.784 | 181,83 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 56.247 | 21,84 | 24.659 | 44,05 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 38.302 | 15,92 | 16.791 | 37,04 | ||||
2025-07-31 | 13F | Vaughan David Investments Inc/il | 706 | 0 | ||||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 966 | 8,78 | 423 | 28,57 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 2.906 | 17,22 | 1.274 | 38,63 | ||||
2025-08-12 | 13F | LPL Financial LLC | 5.335.797 | 7,49 | 2.339.213 | 27,07 | ||||
2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 259.284 | 0,90 | 113.673 | 19,29 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 20.231 | 0,58 | 8.869 | 18,92 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 4.525 | 8,90 | 1.984 | 28,77 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 56.548 | 2,62 | 24.791 | 9,61 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 4.922 | 3,32 | 2.279 | 26,27 | ||||
2025-08-12 | 13F | Change Path, LLC | 190.859 | 3,41 | 83.672 | 22,26 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 43.062 | 3,63 | 18.878 | 22,52 | ||||
2025-07-15 | 13F | Tenon Financial LLC | 5.029 | 100,20 | 2.035 | 118,58 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 114.662 | 1,29 | 50.268 | 19,75 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 16.336 | 4,49 | 7.162 | 23,53 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 11.091 | 5,41 | 4.862 | 24,63 | ||||
2025-08-14 | 13F | Osterweis Capital Management Inc | 59 | 31,11 | ||||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 29.546 | 4,53 | 12.953 | 23,58 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 3.991 | 139,27 | 1.750 | 183,01 | ||||
2025-08-12 | 13F | Associated Banc-corp | 56.891 | 0,21 | 24.941 | 18,48 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 324.941 | 3,92 | 142.454 | 22,85 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 413.727 | 3,09 | 181.378 | 21,87 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 1.670 | 9,44 | 732 | 29,56 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 2.344 | 13,95 | 1.027 | 34,78 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 4.121.901 | 5,07 | 1.807.042 | 24,22 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 535 | 235 | ||||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 1.712 | 13,38 | 751 | 33,93 | ||||
2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 10.722 | 4.701 | ||||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 9.596 | 5,58 | 4.207 | 24,84 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 200 | 88 | |||||
2025-07-24 | 13F | Fulcrum Capital LLC | 11.626 | 9,41 | 5.097 | 29,34 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 17.146 | 36,36 | 7.517 | 61,22 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 3.166 | 0,96 | 1.388 | 19,36 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10.816 | 6,13 | 4.742 | 25,49 | ||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 4.311 | 1,01 | 1.783 | 24,09 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 7.937 | 16,60 | 3.612 | 43,11 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 722.843 | 142,16 | 316.894 | 186,29 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 356.875 | 17,60 | 156.454 | 39,04 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 8.149 | 25,54 | 3.573 | 48,46 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 28.905 | 4,26 | 12.672 | 23,27 | ||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 15.689 | 18,79 | 6.878 | 40,45 | ||||
2025-07-07 | 13F | RDA Financial Network | 1.613 | 0,81 | 707 | 19,06 | ||||
2025-08-11 | 13F | Strategic Equity Management | 6.530 | 2.863 | ||||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 15.479 | 22,66 | 6.786 | 45,01 | ||||
2025-08-25 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 1.189 | 63,32 | 521 | 93,68 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 12.541 | 46,42 | 5.498 | 73,13 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 64.945 | 15,14 | 28.472 | 36,12 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 2.896 | 0,10 | 1.341 | 22,37 | ||||
2025-08-08 | 13F | Opinicus Capital, Inc. | 11.061 | 6,29 | 4.849 | 25,69 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 2.965 | 9,53 | 1.300 | 29,61 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 35.477 | 1,85 | 15.553 | 20,41 | ||||
2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 2.063 | 171,81 | 904 | 221,71 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 507.886 | 11,57 | 222.657 | 31,90 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 4.930 | 0,28 | 2.161 | 18,54 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 8.287 | 0,80 | 3.633 | 19,16 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 20.301 | 11,12 | 8.900 | 31,37 | ||||
2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 472 | 207 | ||||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 3.777 | 44,11 | 1.656 | 70,44 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 2.111 | 33,69 | 925 | 58,12 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 20.890 | 0,02 | 9.158 | 18,26 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 8.349 | 1,36 | 3.660 | 19,84 | ||||
2025-08-13 | 13F | First National Advisers, LLC | 1.779 | 14,33 | 780 | 35,24 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 117.822 | 7,32 | 51.654 | 26,88 | ||||
2025-07-11 | 13F | Bell Bank | 586.269 | 4,61 | 257.020 | 23,68 | ||||
2025-07-28 | 13F | Nestegg Advisors, Inc. | 11.825 | 16,20 | 5.184 | 37,40 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 849.857 | 1,23 | 372.577 | 19,68 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 54.537 | 4,41 | 23.909 | 23,43 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 1.562 | 23,09 | 685 | 45,53 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 18.117 | 12,63 | 7.942 | 31,95 | ||||
2025-07-21 | 13F | 25 Llc | 45.443 | 11,31 | 19.923 | 31,60 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 12.759 | 5.594 | ||||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 21.097 | 9.249 | ||||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2.289 | 6,47 | 1.003 | 25,85 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 6.263 | 0,18 | 2.746 | 18,42 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 725 | 3,57 | 331 | 27,41 | ||||
2025-08-14 | 13F | Goodwin Investment Advisory | 3.150 | 46,04 | 1.381 | 72,72 | ||||
2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 39.621 | 12,94 | 17.370 | 33,52 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 10.702 | 0,21 | 4.692 | 18,46 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 8.737 | 25,53 | 3.830 | 48,45 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1.463 | 10,92 | 641 | 31,08 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 61.008 | 3,19 | 26.746 | 22,00 | ||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 3.031 | 55,36 | 1.329 | 83,68 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 1.843 | 5,92 | 808 | 25,12 | ||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 29.849 | 15,95 | 13.086 | 37,09 | ||||
2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 1.667 | 731 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 26.931 | 6,14 | 11.806 | 23,75 | ||||
2025-07-10 | 13F | IMPACTfolio, LLC | 464 | 203 | ||||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 77 | 266,67 | 34 | 371,43 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 477.680 | 61,51 | 209.511 | 91,03 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 13.644 | 187,00 | 5.982 | 239,44 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 39.590 | 2,99 | 17.356 | 21,77 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 3.763 | 10,94 | 1.650 | 31,19 | ||||
2025-08-11 | 13F | Citigroup Inc | 871.186 | 38,51 | 381.928 | 63,76 | ||||
2025-07-22 | 13F | Safir Wealth Advisors, LLC | 34.370 | 0,82 | 15.068 | 19,19 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 791 | 24,76 | 347 | 47,23 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 95.030 | 27,46 | 41.661 | 50,69 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 76.529 | 30,21 | 33.572 | 53,96 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 481 | 211 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 50.965 | 14,86 | 22.343 | 35,79 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 181.900 | 93,72 | 79.745 | 129,02 | |||
2025-08-07 | 13F | Vise Technologies, Inc. | 11.603 | 67,89 | 5.087 | 79,34 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 1.989 | 4,79 | 872 | 23,90 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 222.838 | 1,34 | 97.692 | 19,81 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 869.661 | 7,43 | 381.259 | 27,01 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 96.185 | 0,51 | 42.167 | 18,83 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 601.004 | 0,27 | 265.632 | 19,52 | ||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 630 | 276 | ||||||
2025-07-21 | 13F | Barrett & Company, Inc. | 12.720 | 0,20 | 5.577 | 18,46 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 2.730 | 0,89 | 1.197 | 19,34 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 268.637 | 6,25 | 117.770 | 25,61 | ||||
2025-07-25 | 13F | Means Investment Co., Inc. | 1.729 | 1,05 | 758 | 19,40 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 59.564 | 2,71 | 26.090 | 21,40 | ||||
2025-08-13 | 13F | Alerus Financial Na | 123 | 54 | ||||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 11.770 | 4,63 | 5.160 | 23,71 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 353 | 194,17 | 155 | 250,00 | ||||
2025-08-12 | 13F | Team Hewins, LLC | 1.525 | 1,19 | 669 | 19,89 | ||||
2025-08-06 | 13F | HORAN Wealth, LLC | 1.169 | 512 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 38.884 | 13,66 | 17.047 | 34,37 | ||||
2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 599 | 5,46 | 263 | 24,76 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 243.888 | 0,97 | 106.922 | 19,37 | ||||
2025-08-08 | 13F | Allianz Se | 272 | 253,25 | 119 | 325,00 | ||||
2025-08-13 | 13F | Lynch Asset Management, Inc. | 443 | 194 | ||||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 920 | 403 | ||||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 11.010 | 3,11 | 4.827 | 21,90 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 2.310 | 0,35 | 1.014 | 18,76 | ||||
2025-07-17 | 13F | Legacy Wealth Management, Inc | 1.538 | 674 | ||||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 761 | 8,40 | 334 | 28,08 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 1.651 | 3,45 | 724 | 11,75 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 163.699 | 3,17 | 71.766 | 21,97 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 853 | 6,89 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 33.324 | 1,68 | 15 | 16,67 | ||||
2025-07-11 | 13F | Diversified Trust Co | 13.395 | 17,20 | 5.873 | 38,56 | ||||
2025-04-15 | 13F | Members Wealth Llc | 1.466 | 21,06 | 544 | 6,47 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 7.765 | 15,81 | 3.404 | 36,93 | ||||
2025-07-25 | 13F | RoundAngle Advisors LLC | 5.562 | 2,66 | 2.438 | 21,35 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 2.094 | 9,92 | 918 | 30,03 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-04-15 | 13F | Transform Wealth, LLC | 1.816 | 2,08 | 674 | -7,81 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1.552.072 | 4,96 | 680.429 | 24,08 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 2.491 | 1.092 | ||||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 42 | 5,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 151 | 57,29 | 66 | 88,57 | ||||
2025-08-14 | 13F | Apriem Advisors | 1.059 | 7,19 | 464 | 26,78 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 8.421 | 218,13 | 3.692 | 276,25 | ||||
2025-07-16 | 13F | Plancorp, LLC | 8.846 | 7,41 | 3.878 | 26,99 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 4.320 | 5,39 | 1.894 | 24,62 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 531 | 233 | ||||||
2025-07-18 | 13F | Marks Wealth, LLC | 867 | 380 | ||||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3.290 | 1,36 | 1.442 | 23,35 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 2.386 | 0,25 | 1.046 | 18,59 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 582 | 4,68 | 255 | 23,79 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 376 | 53,47 | 165 | 82,22 | ||||
2025-08-12 | 13F | Bravias Capital Group, LLC | 9.446 | 4,58 | 4.141 | 23,62 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1.326.314 | 18,43 | 581.456 | 40,01 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 14.829 | 0,99 | 6.506 | 19,40 | ||||
2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 4.600 | 2.017 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 49.386.990 | 1,75 | 21.651.256 | 20,30 | ||||
2025-08-12 | 13F | Inscription Capital, LLC | 928 | 407 | ||||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 12.516 | 0,41 | 5.487 | 18,71 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 5.547 | 15,73 | 2.432 | 36,80 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 510 | 224 | ||||||
2025-08-13 | 13F | Riverview Capital Advisers, LLC | 19.976 | 1,40 | 8.757 | 19,88 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3.463.113 | 3,80 | 1.518.229 | 22,71 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 36.150 | 2,35 | 15.848 | 21,00 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 13.483 | 5.911 | ||||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 2.438 | 1.069 | ||||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 46.784 | 2,83 | 20.510 | 21,56 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 29.230 | 2,69 | 12.815 | 21,41 | ||||
2025-07-30 | 13F | Capital Investment Services of America, Inc. | 1.218 | 8,56 | 534 | 28,37 | ||||
2025-04-09 | 13F | Dakota Community Bank & Trust NA | 165 | 61 | ||||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 81.415 | 8,31 | 35.692 | 28,06 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3.467 | 2,73 | 1.520 | 21,42 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 44.108 | 0,33 | 19.337 | 18,62 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 1.746 | 74,25 | 765 | 106,20 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 5.535 | 3,11 | 2.512 | 23,51 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 509 | 223 | ||||||
2025-07-15 | 13F | Unified Investment Management | 500 | 219 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 229.222 | 3,78 | 91.293 | 23,15 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 1.306 | 18,51 | 573 | 40,20 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 16.632 | 4,43 | 7.291 | 23,47 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 1.210 | 0,08 | 543 | 17,06 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 41.036 | 1,44 | 17.998 | 19,98 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 4.305 | 1,46 | 1.887 | 19,96 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 1.673 | 2,32 | 733 | 20,96 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3.293 | 0,06 | 1.498 | 22,70 | ||||
2025-07-16 | 13F | American National Bank | 500 | 30,55 | 219 | 54,23 | ||||
2025-08-14 | 13F | Graney & King, LLC | 3.492 | 11,49 | 1.531 | 31,87 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 469.987 | 1,90 | 206.042 | 20,48 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 1.414 | 30,80 | 1 | |||||
2025-07-25 | 13F | CV Advisors LLC | 494 | 217 | ||||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 11.103 | 14,29 | 4.868 | 35,12 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 18.052 | 7.914 | ||||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 28.985 | 9,66 | 13.308 | 35,78 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 1.599 | 1,20 | 701 | 19,83 | ||||
2025-07-16 | 13F | EdgeRock Capital LLC | 470 | 206 | ||||||
2025-08-27 | NP | XCOR - FundX ETF | 52.117 | 5,82 | 22.848 | 25,11 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 184 | 7,60 | 81 | 26,98 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 21.373 | 9.370 | ||||||
2025-07-30 | 13F | Crewe Advisors LLC | 1.511 | 263,22 | 662 | 329,87 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 475 | 208 | ||||||
2025-07-21 | 13F | West Financial Advisors, LLC | 5.613 | 7,30 | 2.461 | 26,87 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 394.581 | 8,57 | 172.986 | 28,36 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 9.785 | 0,22 | 4.290 | 18,48 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2.683 | 36,47 | 1.178 | 61,45 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 34.625 | 7,24 | 15.179 | 26,79 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1.761 | 0,57 | 772 | 7,52 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 7.825 | 0,40 | 3.430 | 18,69 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 171 | 4,91 | 75 | 23,33 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 15.361 | 3,02 | 6.735 | 21,82 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 1.290 | 0,47 | 566 | 18,70 | ||||
2025-08-01 | 13F | Taylor Financial Group, Inc. | 62.653 | 3,89 | 27.467 | 22,82 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 2.141 | 939 | ||||||
2025-08-13 | 13F | Vance Wealth, Inc. | 1.519 | 5,27 | 666 | 24,53 | ||||
2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 16.905 | 5,34 | 7.411 | 24,53 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 10.406 | 0,51 | 4.562 | 18,81 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 12.592 | 55,09 | 5.520 | 83,39 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 18.976 | 3,39 | 8.319 | 22,23 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6.873 | 0,06 | 3.013 | 18,30 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1.825 | 50,95 | 677 | 36,29 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 10.262 | 0,83 | 4.504 | 19,34 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 28.227 | 4,57 | 12.375 | 23,63 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 96.591 | 7,03 | 42.346 | 26,53 | ||||
2025-07-16 | 13F | Kendall Capital Management | 23.048 | 5,66 | 10.104 | 24,93 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 4.166 | 25,03 | 1.826 | 47,85 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1.209 | 11,02 | 530 | 31,51 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 100.089 | 0,49 | 37.115 | -10,04 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 12.415 | 5.443 | ||||||
2025-07-09 | 13F | Parkside Advisors LLC | 486 | 213 | ||||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 35.716 | 0,67 | 15.676 | 19,15 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 716.569 | 5,87 | 314.144 | 25,17 | ||||
2025-07-30 | 13F/A | Divergent Planning, LLC | 862 | 9,11 | 374 | 25,50 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 29.166 | 235,09 | 12.786 | 296,22 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 24.976 | 2,05 | 10.950 | 20,65 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 1.995 | 70,37 | 875 | 101,38 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 141.219 | 43,27 | 61.910 | 69,38 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2.489 | 1.091 | ||||||
2025-08-13 | 13F | Haverford Trust Co | 2.795 | 4,96 | 1.225 | 24,11 | ||||
2025-08-12 | 13F | Kensington Asset Management, LLC | 217.710 | 95.444 | ||||||
2025-07-14 | 13F | Financial Advisory Partners, Llc | 67.336 | 1,47 | 29.520 | 19,97 | ||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 1.107 | 4,14 | 410 | -5,96 | ||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 12.761 | 7,94 | 5.594 | 27,63 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5.491 | 9,38 | 2 | 100,00 | ||||
2025-08-14 | 13F | Acas, Llc | 4.414 | 0,50 | 2.043 | 21,25 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 26.197 | 4,22 | 11.485 | 23,21 | ||||
2025-07-08 | 13F | Lpwm Llc | 2.880 | 4,16 | 1.263 | 23,12 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 245.688 | 0,77 | 107.710 | 19,13 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 2.708 | 9,06 | 1.187 | 29,02 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 657 | 288 | ||||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 700 | 1,89 | 307 | 20,87 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 5.256 | 0,75 | 2.304 | 19,13 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 15.347 | 11,06 | 6.728 | 31,30 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 5.807 | 1,40 | 2.546 | 19,88 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 774 | 2,38 | 340 | 21,07 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 925 | 3,58 | 406 | 22,36 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 1.805 | 11,97 | 791 | 32,50 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 19.474 | 581,39 | 8.547 | 707,08 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 3.691 | 1.618 | ||||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 5.882 | 4,01 | 2.582 | 23,14 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 185 | 85,00 | 81 | 118,92 | ||||
2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 5.814 | 78,67 | 2.549 | 111,28 | ||||
2025-07-18 | 13F | jvl associates llc | 1.394 | 28,01 | 611 | 51,61 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 9.408 | 47,32 | 4.125 | 74,16 | ||||
2025-08-12 | 13F | Chaney Capital Management, Inc. | 115.828 | 2,25 | 50.779 | 20,88 | ||||
2025-07-22 | 13F | David Wealth Management LLC | 540 | 237 | ||||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 3.979 | 0,30 | 1.745 | 18,56 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 30.850 | 5,94 | 13.525 | 25,25 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 1.095 | 26,44 | 480 | 49,53 | ||||
2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 610 | 0,16 | 267 | 18,67 | ||||
2025-07-09 | 13F | Kearns & Associates LLC | 3.940 | 1,81 | 1.727 | 20,43 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 18.495 | 19,75 | 8.108 | 41,57 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 1.042.900 | 2,15 | 457.207 | 20,77 | ||||
2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 2.783 | 1.220 | ||||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 48.361 | 7,47 | 21.202 | 27,05 | ||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 2.363 | 127,21 | 1.036 | 168,83 | ||||
2025-07-17 | 13F | Stephens Group Asset Management, Llc | 340.519 | 10,31 | 149.284 | 30,41 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1.030.654 | 3,92 | 451.839 | 22,86 | ||||
2025-07-25 | 13F | Parker Financial LLC | 66.095 | 1,22 | 28.977 | 19,67 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3.659 | 0,03 | 1.604 | 18,22 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 21.132 | 9.275 | ||||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 791 | 14,47 | 347 | 35,16 | ||||
2025-07-31 | 13F | Brian Low Financial Group, Llc | 2.502 | 1.097 | ||||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 4.151 | 14,01 | 1.820 | 34,74 | ||||
2025-07-15 | 13F | Kwmg, Llc | 10.707 | 3,38 | 4.694 | 22,21 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 4.320 | 17,42 | 1.894 | 38,78 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 21.981 | 8,17 | 9.636 | 27,88 | ||||
2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 10.635 | 0,63 | 4.662 | 18,99 | ||||
2025-08-14 | 13F | Dagco, Inc. | 60.266 | 6,56 | 26.421 | 25,98 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 39.441 | 0,64 | 17.291 | 18,99 | ||||
2025-08-15 | 13F | Fairfield, Bush & Co. | 1.067 | 9,66 | 468 | 29,72 | ||||
2025-07-15 | 13F | Bfsg, Llc | 12 | 5 | ||||||
2025-08-13 | 13F | JT Stratford LLC | 6.276 | 18,42 | 2.752 | 40,00 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 22.924 | 6,15 | 10.050 | 25,49 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 186.172 | 4,20 | 81.618 | 23,19 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 104.680 | 18,89 | 45.892 | 40,55 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4.072 | 283,79 | 1.785 | 354,20 | ||||
2025-08-13 | 13F | Idaho Trust Bank | 13.006 | 19,94 | 5.702 | 41,78 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 3.785 | 58,24 | 1.659 | 87,03 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 123.754 | 4,77 | 54.254 | 23,86 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 4.528 | 7,81 | 1.985 | 27,49 | ||||
2025-08-11 | 13F | Madison Asset Management, LLC | 8.451 | 5,23 | 3.705 | 24,38 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 8.562 | 0,50 | 3.754 | 18,80 | ||||
2025-08-12 | 13F | Gitterman Wealth Management, LLC | 462 | 202 | ||||||
2025-08-04 | 13F | One Day In July LLC | 174.303 | 11,98 | 76.414 | 32,39 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 694.588 | 20,17 | 305 | 42,06 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 47.803 | 0,89 | 20.957 | 19,27 | ||||
2025-08-05 | 13F | Ciovacco Capital Management LLC | 11.444 | 75,04 | 5.017 | 106,97 | ||||
2025-08-13 | 13F | Shelton Capital Management | 3.383 | 53,77 | 1.483 | 81,96 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 82.389 | 4,39 | 30.551 | -5,69 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 8.240 | 1,34 | 3.612 | 19,80 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 26.507 | 33,60 | 11.621 | 57,94 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 5.884 | 256,39 | 2.580 | 321,41 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 21.057 | 0,44 | 9.232 | 18,74 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 362 | 27,46 | 159 | 50,48 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 447.094 | 0,40 | 195.938 | 18,68 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 1.122 | 0,63 | 492 | 18,89 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 24.724 | 73,39 | 10.839 | 105,01 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2.817 | 4,49 | 1.235 | 23,52 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 3.969 | 12,06 | 1.740 | 32,44 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 1.055 | 9,90 | 467 | 30,90 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5.872 | 4,26 | 2.575 | 23,28 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3.056 | 17,67 | 1.340 | 39,04 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 955 | 1,92 | 419 | 20,46 | ||||
2025-08-13 | 13F | Northern Trust Corp | 182.636 | 8,18 | 80.068 | 27,90 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 10 | 4 | ||||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 497 | 218 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 482.195 | 5,54 | 211 | 24,85 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 89.224 | 3,99 | 39.116 | 22,95 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 531.327 | 0,19 | 232.934 | 18,45 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1.915 | 28,52 | 831 | 47,86 | ||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 1.964 | 0,56 | 728 | -9,11 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 14.483 | 47,92 | 6.306 | 73,72 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 9.487 | 58,09 | 4.159 | 86,88 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 900 | 395 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 64.541 | 4,66 | 28.295 | 23,73 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 3.555 | 77,13 | 1.558 | 109,41 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 2.035 | 3,30 | 892 | 22,05 | ||||
2025-08-12 | 13F | Covington Investment Advisors Inc. | 8.534 | 0,79 | 4 | 0,00 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 5.857 | 0,17 | 2.571 | 18,54 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 2.285 | 0,04 | 1.002 | 18,32 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 3.008 | 0,50 | 1.319 | 18,85 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 1.038 | 0,78 | 455 | 19,16 | ||||
2025-07-29 | 13F | Tide Cove Capital Partners LLC | 19.903 | 1,77 | 9.075 | 25,12 | ||||
2025-08-27 | NP | ACALX - Advisors Capital Active All Cap Fund | 92.600 | 5,95 | 40.596 | 25,26 | ||||
2025-07-24 | 13F | Financial Security Advisor, Inc. | 1.301 | 54,88 | 571 | 83,60 | ||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 1.884 | 2,34 | 826 | 20,97 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 123 | 21,78 | 54 | 43,24 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 1.807 | 3,67 | 792 | 22,60 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 730 | 320 | ||||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 9.725 | 3,60 | 4.263 | 22,50 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 4.355 | 62,20 | 1.909 | 91,86 | ||||
2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 1.101 | 483 | ||||||
2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 22.100 | 125,51 | 9.689 | 166,59 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 218 | 0,46 | 96 | 23,08 | ||||
2025-08-14 | 13F | Mariner, LLC | 1.786.816 | 2,34 | 783.340 | 20,99 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 2.482 | 2,94 | 1.088 | 21,70 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 12.152 | 11,26 | 5.377 | 36,68 | ||||
2025-05-15 | 13F | Wealth Management Strategies, Inc. | 68.101 | 14,13 | 25.253 | 10.249,59 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 1.377 | 604 | ||||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 60.902 | 1,06 | 26.718 | 18,50 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 6.027 | 8,09 | 2.642 | 27,82 | ||||
2025-08-14 | 13F | Betterment LLC | 290.155 | 8,47 | 127 | 28,28 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 13 | 85,71 | 0 | |||||
2025-07-31 | 13F | City State Bank | 10.271 | 1,02 | 4.503 | 19,42 | ||||
2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 4.020 | 5,73 | 1.762 | 25,05 | ||||
2025-08-07 | 13F | Allworth Financial LP | 183.654 | 10,12 | 80.514 | 30,15 | ||||
2025-08-13 | 13F | Ted Buchan & Co | 23.777 | 79,14 | 10.424 | 111,78 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.334 | 66,12 | 1.023 | 96,35 | ||||
2025-07-08 | 13F | Charis Legacy Partners, LLC | 2.247 | 1,77 | 985 | 20,42 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 2.592 | 27,68 | 1.136 | 51,06 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 11.092 | 3 | ||||||
2025-08-06 | 13F | ZEGA Investments, LLC | 1.968 | 0,41 | 863 | 18,73 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 541 | 237 | ||||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 10.491 | 2,34 | 4.599 | 20,99 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 58.433 | 1,09 | 25.646 | 19,65 | ||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 3.011 | 7,15 | 1.320 | 26,80 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 18.690 | 16,47 | 8.194 | 37,70 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 1.033.308 | 3,67 | 453.002 | 22,57 | ||||
2025-07-24 | 13F | Forefront Analytics, LLC | 743 | 326 | ||||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 241.727 | 3,56 | 105.973 | 22,43 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 74.700 | 36,31 | 32.748 | 61,16 | |||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 51.263 | 1,67 | 22.474 | 20,20 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 5.600 | 194,74 | 2.455 | 248,72 | |||
2025-07-21 | 13F | Ameriflex Group, Inc. | 848 | 11,87 | 368 | 31,07 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 2.776 | 13,54 | 1.217 | 34,22 | ||||
2025-07-15 | 13F | Kentucky Trust Co | 56 | 24,44 | 25 | 50,00 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 2.212 | 44,01 | 970 | 70,30 | ||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 2.096 | 2,44 | 920 | 21,24 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 205 | 2,50 | 90 | 20,27 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 9.380 | 0,01 | 4.112 | 18,20 | ||||
2025-07-16 | 13F | Arlington Capital Management, Inc. | 3.407 | 1.494 | ||||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 64.605 | 27,24 | 28.323 | 49,08 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 955 | 1,17 | 419 | 19,71 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 27.656 | 10,86 | 13 | 33,33 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5.237 | 0,58 | 2.296 | 18,91 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 78 | 29 | ||||||
2025-07-14 | 13F | Abound Wealth Management | 916 | 25,31 | 401 | 47,97 | ||||
2025-07-15 | 13F | Hofer & Associates. Inc | 22.648 | 0,42 | 9.929 | 18,71 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 730 | 320 | ||||||
2025-07-21 | 13F | Crews Bank & Trust | 56.144 | 4,51 | 24.614 | 23,56 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 44.522 | 2,14 | 17 | 0,00 | ||||
2025-07-14 | 13F | Gries Financial Llc | 1.906 | 31,45 | 836 | 55,49 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 4.446 | 5,93 | 1.940 | 22,09 | ||||
2025-07-23 | 13F | Cohen Investment Advisors LLC | 3.046 | 2,63 | 1.335 | 21,36 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 12.059 | 838,44 | 5.290 | 1.011,34 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 43 | 65,38 | 19 | 100,00 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1.924 | 11,60 | 843 | 31,92 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 12.594 | 2,57 | 5.605 | 17,24 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 774.827 | 0,62 | 339.684 | 18,96 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 20.714 | 2,43 | 9.091 | 21,09 | ||||
2025-04-09 | 13F | Compass Investment Advisers LLC | 12.271 | 5.037 | ||||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 92.233 | 2,02 | 40.435 | 20,61 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 6.297 | 4,57 | 2.761 | 23,60 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 6.187 | 24,89 | 2.712 | 47,63 | ||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 1.591 | 10,49 | 697 | 30,77 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 606 | 8,41 | 266 | 28,02 | ||||
2025-07-30 | 13F | First Interstate Bank | 814 | 14,17 | 357 | 34,85 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 22.817 | 5,04 | 10.003 | 24,19 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 2.781 | 1,35 | 1.046 | -7,19 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 31.188 | 4,64 | 13.673 | 23,72 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 1.053 | 31,95 | 462 | 56,27 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 79.870 | 1,41 | 35.015 | 19,89 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 17.995 | 0,49 | 7.889 | 18,81 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 173.434 | 1,93 | 76.034 | 20,51 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 30.871 | 22,72 | 13.534 | 45,08 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2.755 | 2,00 | 1.208 | 20,58 | ||||
2025-07-23 | 13F | Golden Reserve Retirement LLC | 463 | 203 | ||||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 456 | 347,06 | 200 | 437,84 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 5.255 | 1,92 | 2.304 | 20,51 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 7.437 | 100,03 | 3.261 | 136,57 | ||||
2025-08-05 | 13F | Ring Mountain Capital, LLC | 460 | 206 | ||||||
2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 539 | 236 | ||||||
2025-07-28 | 13F | Davidson Trust Co | 9.877 | 3,21 | 4.329 | 22,01 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 7.755 | 2,61 | 3.400 | 21,31 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 7.507 | 1,23 | 3 | 50,00 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 50.831 | 26,35 | 22.284 | 49,39 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 59.831 | 1.016,67 | 26.231 | 1.220,75 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 748 | 0,40 | 328 | 18,48 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 6.569 | 2,72 | 2.880 | 21,43 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 3.217 | 13,51 | 1.410 | 34,29 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 1.715 | 26,20 | 752 | 49,30 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 147.468 | 14,19 | 64.650 | 35,00 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 4.541 | 3,98 | 1.991 | 22,92 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 10.707 | 10,70 | 4.694 | 30,87 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 15.855 | 3,61 | 6.951 | 22,49 | ||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 1.042 | 1,66 | 457 | 20,00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 117.772 | 128,63 | 51.631 | 170,31 | ||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 201.089 | 3,00 | 74.568 | -6,95 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 5.964 | 2,85 | 2.618 | 21,72 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 1.225 | 537 | ||||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 14.670 | 16,22 | 6.672 | 50,51 | ||||
2025-07-14 | 13F | CHICAGO TRUST Co NA | 1.223 | 536 | ||||||
2025-08-12 | 13F | Forum Private Client Group LLC | 8.318 | 1,72 | 3.646 | 20,25 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 134.022 | 4,03 | 58.755 | 22,99 | ||||
2025-08-08 | 13F | Petix & Botte Co | 23.555 | 0,19 | 10.327 | 18,44 | ||||
2025-07-29 | 13F | Community Bank of Raymore | 8.301 | 70,87 | 3.639 | 102,05 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 14.706 | 9,55 | 6.447 | 29,51 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 7.714 | 0,78 | 3.413 | 23,76 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 1.582 | 15,64 | 693 | 36,69 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 27.528 | 4,04 | 12.068 | 23,00 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 10.021 | 10,15 | 4.393 | 30,21 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 153.771 | 9,61 | 67.413 | 29,58 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 35.311 | 5,81 | 15.480 | 25,10 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 639 | 280 | ||||||
2025-08-06 | 13F | SOUTH STATE Corp | 28.619 | 12,86 | 12.547 | 33,44 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 13.967 | 4,35 | 6.123 | 23,35 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 920 | 0,11 | 403 | 18,24 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 322.237 | 2,14 | 141.269 | 20,75 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 16.571 | 14,96 | 7.265 | 35,90 | ||||
2025-07-15 | 13F | IMS Capital Management | 457 | 201 | ||||||
2025-08-01 | 13F | Penobscot Wealth Management | 1.047 | 459 | ||||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 28.647 | 8,27 | 12.559 | 28,00 | ||||
2025-07-16 | 13F | Embree Financial Group | 7.832 | 50,64 | 3.434 | 78,15 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 181.207 | 10,95 | 91.190 | 50,57 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 558.569 | 3,96 | 245.159 | 23,05 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 64.375 | 1,72 | 28.222 | 20,26 | ||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 44.921 | 1,22 | 19.694 | 19,66 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 4.632 | 45,07 | 2.031 | 71,45 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 1.053 | 462 | ||||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 20.442 | 1,07 | 8.961 | 19,50 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 3.477 | 25,21 | 1.524 | 48,10 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 462 | 203 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 13.887 | 39,37 | 6.088 | 64,76 | ||||
2025-07-29 | 13F | Private Trust Co Na | 6.465 | 36,45 | 2.834 | 61,39 | ||||
2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 128.706 | 4,23 | 56.425 | 23,22 | ||||
2025-07-15 | 13F | BCS Wealth Management | 12.413 | 0,46 | 5 | 25,00 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 72.969 | 1,14 | 31.990 | 19,58 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 2.280 | 1.000 | ||||||
2025-08-15 | 13F | Morgan Stanley | 14.559.215 | 3,84 | 6.382.762 | 22,76 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 152.640 | 120,96 | 67 | 153,85 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 487 | 4,28 | 214 | 23,12 | ||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 4.157 | 1.706 | ||||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 498 | 219 | ||||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 98.550 | 5,35 | 43.204 | 24,55 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 918 | 5,03 | 402 | 24,07 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 1.149 | 504 | ||||||
2025-07-09 | 13F | Westmount Partners, LLC | 3.581 | 0,08 | 1.570 | 18,40 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 18.323 | 8.033 | ||||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 9.708 | 44,85 | 4.256 | 71,27 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 42.277 | 9,48 | 18.534 | 22,89 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 27.185 | 7,32 | 11.932 | 27,03 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 33.700 | 7,12 | 14.791 | 26,80 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 5.053 | 10,96 | 2.215 | 31,22 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 5.672 | 578,47 | 2.486 | 704,53 | ||||
2025-08-07 | 13F | Meridian Financial Partners LLC | 878 | 19,78 | 0 | |||||
2025-08-18 | 13F | Wellington Capital Management, Inc. | 484 | 0 | ||||||
2025-08-27 | NP | XRLX - FundX Conservative ETF | 10.185 | 3,98 | 4.465 | 22,94 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4.045 | 1,68 | 1.754 | 18,05 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 250.772 | 16,82 | 109.939 | 38,11 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 163.029 | 10,42 | 71.472 | 30,55 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 3.342 | 0,91 | 1.465 | 19,30 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 7.905 | 6,75 | 3.466 | 26,23 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 1.182 | 518 | ||||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 3.873 | 2,27 | 1.712 | 32,02 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12.041 | 34,97 | 5.279 | 59,60 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 1.813 | 70,23 | 795 | 101,01 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 18.849 | 8 | ||||||
2025-04-11 | 13F | Safeguard Financial, LLC | 355.130 | 3,15 | 131.689 | -6,80 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 58 | 45,00 | 25 | 78,57 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 1.778 | 0,17 | 780 | 18,39 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 27 | 17,39 | 12 | 37,50 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 1.872 | 6,85 | 821 | 26,35 | ||||
2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 639 | 5,10 | 280 | 24,44 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 41.371 | 3,63 | 18.137 | 22,52 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 3.908 | 36,55 | 1.781 | 65,37 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 735.886 | 0,54 | 322.659 | 18,87 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 6.139 | 0,08 | 2.692 | 15,99 | ||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 554.153 | 2,10 | 243 | 20,40 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 2.216 | 971 | ||||||
2025-07-08 | 13F | Next Level Private LLC | 3.954 | 2,09 | 1.733 | 20,68 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 17.682 | 0,11 | 7.752 | 18,35 | ||||
2025-08-04 | 13F | Spire Wealth Management | 18.857 | 1,27 | 8.267 | 19,73 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 38.262 | 31,13 | 17.436 | 61,16 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 5.171 | 1,27 | 2.267 | 19,76 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 2.787 | 1,75 | 1.222 | 20,30 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 1.191 | 1,19 | 522 | 19,72 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 17.406 | 10,70 | 7.631 | 30,87 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2.804 | 14,78 | 1.229 | 35,80 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 3.450 | 4,55 | 1.513 | 23,63 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 4.370 | 12,40 | 1.916 | 32,80 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 516 | 226 | ||||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 1.936 | 8,16 | 849 | 27,90 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5.996 | 17,71 | 2.629 | 39,34 | ||||
2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 114 | 50 | ||||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10.116 | 3,88 | 4.435 | 22,79 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 52.483 | 48,06 | 23.009 | 75,06 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 142.584 | 109,73 | 62.519 | 148,00 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | Put | 9.800 | 4.296 | |||||
2025-07-29 | 13F | Carmel Capital Partners, LLC | 489 | 214 | ||||||
2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 1.063 | 6,30 | 466 | 25,95 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 9.766 | 2,93 | 4.281 | 21,69 | ||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 9.275 | 4.066 | ||||||
2025-07-14 | 13F | Chapin Davis, Inc. | 3.395 | 0,03 | 1.488 | 18,20 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 75.157 | 0,65 | 32.949 | 18,99 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 51.892 | 28,45 | 22.758 | 51,92 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 117 | 51 | ||||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 494 | 199,39 | 217 | 254,10 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 4.922 | 0,98 | 2.158 | 19,37 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 2.190 | 12,37 | 960 | 32,96 | ||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 54.852 | 2,98 | 24.047 | 21,74 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 20.879 | 1,15 | 9.156 | 19,13 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 13 | 8,33 | 5 | 25,00 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 4.942 | 0,98 | 2.167 | 19,40 | ||||
2025-08-07 | 13F | Laffer Investments | 1.260 | 87,78 | 552 | 122,58 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 47.459 | 2,10 | 20.806 | 20,71 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 14.466 | 2,49 | 6.343 | 21,19 | ||||
2025-07-14 | 13F | Argentarii, LLC | 1.929 | 4,38 | 846 | 23,50 | ||||
2025-07-22 | 13F | Accel Wealth Management | 3.966 | 1,67 | 1.739 | 20,19 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 490 | 215 | ||||||
2025-08-06 | 13F | Nvwm, Llc | 185 | 81 | ||||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 9.734 | 1,89 | 4.267 | 20,47 | ||||
2025-08-14 | 13F | Pecaut & Co. | 4.715 | 30,75 | 2.067 | 54,60 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 425 | 31,99 | 186 | 55,46 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 2.195 | 1,15 | 962 | 19,65 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 18.676 | 8,87 | 8.188 | 28,71 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 12.003 | 2,74 | 4.451 | -7,19 | ||||
2025-07-18 | 13F | Columbia Asset Management | 6.390 | 1,22 | 2.801 | 19,65 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 5.094 | 48,12 | 2.233 | 75,14 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 21.983 | 1,26 | 9.637 | 19,71 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 239.068 | 6,50 | 104.928 | 26,05 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | Put | 372.148 | 162.189 | |||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 461 | 202 | ||||||
2025-07-15 | 13F | Mather Group, Llc. | 548.423 | 3,31 | 240.429 | 22,14 | ||||
2025-07-16 | 13F | Rezny Wealth Management, Inc. | 323.948 | 1,32 | 142.019 | 19,79 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 5.240 | 2.297 | ||||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 14.928 | 22,46 | 6.544 | 44,78 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 34.906 | 3,20 | 15.303 | 22,01 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 10.253 | 4,83 | 4.495 | 23,97 | ||||
2025-08-05 | 13F | Huntington National Bank | 9.486 | 20,37 | ||||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 97.415 | 6,94 | 42.707 | 26,43 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 84.703 | 11,98 | 37.134 | 32,39 | ||||
2025-07-09 | 13F | Wolff Financial Management Llc | 94.705 | 0,05 | 42 | 17,14 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 13.848 | 4,54 | 6.071 | 23,57 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 34.454 | 1,90 | 15.104 | 20,47 | ||||
2025-08-07 | 13F | Midwest Trust Co | 31.162 | 13.662 | ||||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 3.207 | 45,24 | 1.189 | 31,24 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 232.840 | 1,59 | 102.077 | 20,11 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 36 | 44,00 | 16 | 66,67 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 531 | 233 | ||||||
2025-07-24 | 13F | rebel Financial LLC | 27.652 | 12.136 | ||||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 700 | 6,54 | 307 | 25,93 | ||||
2025-07-10 | 13F | Stonekeep Investments, LLC | 840 | 368 | ||||||
2025-08-04 | 13F | Whalen Wealth Management Inc. | 484 | 212 | ||||||
2025-07-22 | 13F | Journey Beyond Wealth, LLC | 16.491 | 9,22 | 7.230 | 29,11 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1.022.867 | 15,33 | 448.425 | 36,34 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 7.549 | 4,34 | 3.309 | 23,38 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 40.125 | 0,08 | 17.591 | 18,32 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 282 | -37,83 | ||||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 10.286 | 3,30 | 4.514 | 22,26 | ||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 32.028 | 195,79 | 14.058 | 250,11 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 2.318 | 0,09 | 1.016 | 18,41 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 65.841 | 5,07 | 28.865 | 24,22 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 91.915 | 7,43 | 40.296 | 27,01 | ||||
2025-07-29 | 13F | Creekside Partners | 993 | 11,32 | 435 | 31,82 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 31.377 | 1,61 | 13.756 | 20,13 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 15.518 | 6,32 | 6.820 | 26,02 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 43.276 | 2,42 | 18.972 | 21,09 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 1.588 | 8,92 | 696 | 28,89 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2.257 | 38,55 | 989 | 42,30 | ||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 549 | 241 | ||||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 2.427 | 26,54 | 1.053 | 48,10 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 6.686 | 17,59 | 2.931 | 39,04 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 4.667 | 2,93 | 2.046 | 21,71 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 1.045 | 2,45 | 458 | 21,16 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 8.701 | 1,59 | 3.815 | 20,09 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 425.519 | 1,83 | 186.547 | 20,39 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 154.319 | 1,15 | 67.653 | 19,58 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 681 | 1,64 | 310 | 24,60 | ||||
2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 570 | 2,15 | 250 | 20,87 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 10.870 | 0,45 | 4.771 | 18,92 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 9.575 | 6,94 | 4.198 | 26,42 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 9.907 | 8,64 | 4.343 | 28,45 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 2.456 | 2,76 | 1.077 | 21,44 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 124.270 | 0,72 | 54.482 | 19,08 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 11.348 | 0,01 | 4.975 | 18,26 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 13.632 | 2,80 | 6 | 25,00 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 238.570 | 545,48 | 104.589 | 663,14 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 528 | 37,86 | 231 | 62,68 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 2.211 | 124,01 | 969 | 164,75 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 225.385 | 8,79 | 98.852 | 28,83 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 408 | 55,13 | 179 | 84,54 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 49.859 | 16,92 | 21.858 | 38,23 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 5 | 2 | ||||||
2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 25.599 | 4,80 | 11.222 | 23,90 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 1.564 | 0,13 | 686 | 18,31 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 5.870 | 2,62 | 2.573 | 21,31 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 777 | 341 | ||||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 73.431 | 9,89 | 32.192 | 29,92 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 11.900 | 1,71 | 5.405 | 27,54 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 1.576 | 40,84 | 691 | 66,67 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 2.322 | 7,80 | 1.018 | 27,44 | ||||
2025-07-16 | 13F | Jentner Corp | 161.563 | 0,97 | 70.829 | 19,37 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 9.185.671 | 45.809,99 | 21 | -99,73 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 33.834 | 0,07 | 14.833 | 18,31 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 487 | 214 | ||||||
2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 1.161 | 14,84 | 509 | 35,83 | ||||
2025-08-12 | 13F | Viawealth, Llc | 2.692 | 1,09 | 1.180 | 19,55 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 406 | 37,63 | 178 | 62,39 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 1.314 | 2,18 | 1 | |||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 1.195.224 | 1,39 | 523.987 | 19,87 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 14.444 | 33,03 | 6.332 | 57,28 | ||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 73.454 | 9.476,79 | 32.202 | 11.238,73 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 231.372 | 101.433 | ||||||
2025-08-13 | 13F | Rockport Wealth LLC | 769 | 337 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 1.758.337 | 2,63 | 770.855 | 21,33 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 1.010 | 2,12 | 443 | 20,77 | ||||
2025-08-14 | 13F | Wallace Hart LLC | 13 | 6 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 607 | 42,49 | 266 | 66,25 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 8.127.139 | 0,98 | 3.562.911 | 19,39 | ||||
2025-07-16 | 13F | Marmo Financial Group, LLC | 62.794 | 0,55 | 27.529 | 18,88 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 24.130 | 11,33 | 10.579 | 31,62 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 5.836 | 3,26 | 2.559 | 22,04 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.785.539 | 2,18 | 782.781 | 20,80 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 250.803 | 38,67 | 96.818 | 44,36 | ||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 587 | 4,82 | 257 | 24,15 | ||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 7.055 | 5,68 | 3.093 | 24,93 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 105.319 | 265,77 | 46.172 | 332,43 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 20.893 | 13,08 | 9.159 | 33,69 | ||||
2025-07-23 | 13F | Absher Wealth Management, Llc | 3 | 1 | ||||||
2025-08-19 | 13F | Asset Dedication, LLC | 4.846 | 7,02 | 2.125 | 26,50 | ||||
2025-08-07 | 13F | Accent Capital Management, LLC | 42.444 | 6.282 | ||||||
2025-08-11 | 13F | Root Financial Partners, LLC | 46.037 | 73,02 | 20.183 | 104,54 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 18.224 | 11,07 | 7.989 | 31,31 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 2.610 | 30,70 | 1.144 | 54,59 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 21.735 | 0,86 | 9.529 | 19,23 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 174.226 | 4,11 | 76.381 | 23,08 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 1.012 | 45,40 | 375 | 31,58 | ||||
2025-07-31 | 13F | United Community Bank | 2.428 | 11,07 | 1.064 | 31,36 | ||||
2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 14.198 | 0,02 | 6.224 | 18,26 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 37.253 | 0,77 | 16.332 | 19,13 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 704 | 11,57 | 308 | 32,19 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 5.018 | 6,25 | 2.200 | 25,59 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 9.803 | 56,07 | 4.298 | 84,50 | ||||
2025-07-18 | 13F | Cohen Klingenstein LLC | 14.733 | 0,51 | 6.459 | 18,82 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 54.639 | 36,15 | 23.954 | 60,96 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 3.567 | 1.471,37 | 1.564 | 1.760,71 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 47.449 | 5,46 | 20.802 | 24,68 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 71 | 31 | ||||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 30.846 | 6,55 | 14.064 | 38,53 | ||||
2025-04-11 | 13F | Davis Capital Management | 88 | 6,02 | 33 | -5,88 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 39.288 | 1.047,09 | 17.224 | 1.256,14 | ||||
2025-08-11 | 13F | Angeles Investment Advisors, LLC | 22.219 | 1,04 | 9.741 | 19,45 | ||||
2025-07-15 | 13F | Oak Root LLC | 50.306 | 26,96 | 22.054 | 50,11 | ||||
2025-07-28 | 13F | Aries Wealth Management | 37.978 | 1,34 | 16.650 | 19,81 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 14.980 | 11,41 | 6.567 | 31,74 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 698.089 | 0,17 | 306.042 | 18,42 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 21.549 | 0,97 | 9.447 | 19,37 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 3.300 | 21,77 | 1.447 | 44,02 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 408.774 | 2,21 | 179.207 | 20,84 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 48.991 | 2,23 | 21.478 | 20,88 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 43.122 | 18,77 | 18.926 | 40,58 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 1.655 | 726 | ||||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 28.248 | 18,37 | 12.384 | 39,94 | ||||
2025-08-13 | 13F | Saiph Capital, LLC | 4.313 | 5,20 | 1.891 | 24,34 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 62.951 | 0,56 | 28 | 17,39 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 916 | 12,12 | 0 | |||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 886 | 2,67 | 388 | 21,25 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 680 | 298 | ||||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 42.821 | 1,84 | 18.773 | 23,14 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 5.528 | 24,76 | 2.424 | 47,47 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 1.341 | 2,76 | 588 | 21,28 | ||||
2025-07-21 | 13F | J. Safra Sarasin Holding AG | 1.066 | 95,96 | 467 | 132,34 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 3.536 | 12,72 | 1.550 | 33,28 | ||||
2025-08-06 | 13F | Princeton Capital Management Llc | 823 | 43,88 | 361 | 69,81 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 1.486.447 | 3,56 | 651.658 | 24,89 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 131.523 | 0,82 | 57.660 | 19,20 | ||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 8.212 | 12,34 | 3.600 | 32,84 | ||||
2025-08-12 | 13F | Holderness Investments Co | 2.330 | 9,85 | 1.021 | 29,90 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 708 | 31,11 | 310 | 55,00 | ||||
2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 965 | 423 | ||||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 14.696 | 17,55 | 6.443 | 38,99 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 1.566 | 5,45 | 687 | 24,73 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 204.775 | 20,29 | 89.773 | 42,21 | ||||
2025-08-14 | 13F | Private Capital Management, LLC | 1.352 | 2,11 | 593 | 20,82 | ||||
2025-07-17 | 13F | LifeGoal Wealth Advisors | 18.167 | 5,52 | 7.964 | 24,75 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 18.061 | 99,66 | 7.927 | 136,34 | ||||
2025-08-06 | 13F | Carnegie Lake Advisors LLC | 1.333 | 17,86 | 1 | |||||
2025-08-13 | 13F | Empire Financial Management Company, LLC | 1.492 | 10,93 | 654 | 31,33 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 11.145 | 13,48 | 4.886 | 34,17 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 20.378 | 6,60 | 8.934 | 26,03 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 35.338 | 7,60 | 13.104 | -2,78 | ||||
2025-08-07 | 13F | Mayport, Llc | 5.128 | 2.248 | ||||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 1.295 | 10,31 | 568 | 30,34 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 6.386 | 0,79 | 2.800 | 19,16 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 223 | 443,90 | 98 | 546,67 | ||||
2025-07-25 | 13F | Cwm, Llc | 532.190 | 0,01 | 233 | 18,27 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 1.030 | 9,57 | 452 | 29,60 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 5.162 | 3,80 | 2.263 | 22,72 | ||||
2025-07-09 | 13F | First Bank & Trust | 490 | 215 | ||||||
2025-05-21 | 13F | CBM Financial, LLC | 5.549 | 2.292 | ||||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 168.596 | 2,85 | 62.519 | -7,08 | ||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 2.219 | 994 | ||||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 50.450 | 5,83 | 22.117 | 25,12 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 16.345 | 22,68 | 7.166 | 45,04 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10.029 | 69,95 | 4.397 | 100,91 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 62 | 1,64 | 27 | 22,73 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 70.789 | 23,02 | 31.034 | 45,44 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2.043.290 | 1,77 | 895.777 | 20,32 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 226.422 | 2,12 | 83.962 | -7,74 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 1.543 | 4,05 | 676 | 23,13 | ||||
2025-08-11 | 13F | Platform Technology Partners | 9.503 | 5,73 | 4.166 | 25,03 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 1.534 | 50,39 | 673 | 77,78 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 124 | 54 | ||||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 410.717 | 2,67 | 180.058 | 21,38 | ||||
2025-08-13 | 13F | Jump Financial, LLC | 4.241 | 1.859 | ||||||
2025-08-08 | 13F | Security Financial Services, INC. | 15.875 | 3,61 | 6.960 | 22,50 | ||||
2025-08-13 | 13F | Keystone Financial Group | 17.528 | 4,85 | 7.684 | 23,96 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 70.173 | 5,38 | 30.764 | 24,59 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99.487 | 15,37 | 43.615 | 36,40 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 35.128 | 27,04 | 15.400 | 50,19 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 15.651 | 29,27 | 6.861 | 52,84 | ||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 706 | 310 | ||||||
2025-07-02 | 13F | HBW Advisory Services LLC | 2.825 | 0,75 | 1.239 | 19,15 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 12.078 | 19,21 | 5.295 | 40,91 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 523 | 3,36 | 229 | 22,46 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 25.510 | 0,04 | 11 | 22,22 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 3.571 | 8,34 | 1.566 | 28,07 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 1.656 | 2,67 | 726 | 21,24 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 4.697 | 3,76 | 2.059 | 22,71 | ||||
2025-08-14 | 13F | Win Advisors, Inc | 34.286 | 15.031 | ||||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 2.407 | 1.055 | ||||||
2025-07-16 | 13F | Novem Group | 31.126 | 0,79 | 13.646 | 19,16 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 474 | 208 | ||||||
2025-07-14 | 13F | Foster Group, Inc. | 2.439 | 23,00 | 1.069 | 45,44 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 40.016 | 1.696,05 | 17.543 | 2.023,85 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 657 | 10,23 | 288 | 30,32 | ||||
2025-07-21 | 13F | Family CFO Inc | 11.825 | 2,04 | 5.184 | 20,64 | ||||
2025-07-24 | 13F | Bey-Douglas LLC | 1.425 | 19,65 | 624 | 41,50 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 1.053 | 72,91 | 462 | 104,89 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 1.625 | 712 | ||||||
2025-09-03 | 13F | American Trust | 2.784 | 1.221 | ||||||
2025-07-16 | 13F | Kennicott Capital Management Llc | 57.674 | 44,36 | 25.284 | 70,68 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 3.429 | 7,90 | 1.503 | 27,59 | ||||
2025-08-07 | 13F | Summit X, LLC | 1.516 | 94,86 | 665 | 130,56 | ||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 901 | 0,90 | 334 | -8,74 | ||||
2025-07-11 | 13F | Busey Wealth Management | 4.963 | 4,00 | 2.176 | 22,95 | ||||
2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 1.117 | 0,90 | 490 | 19,27 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 924.632 | 17,84 | 402.225 | 38,11 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 1.169 | 93,22 | 512 | 128,57 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 205 | 1,99 | 90 | 20,27 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 4.537 | 64,15 | 1.989 | 94,24 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 251 | 110 | ||||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 694 | 304 | ||||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 22.139 | 9.706 | ||||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 1.498 | 43,76 | 1 | |||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 71 | 31 | ||||||
2025-07-10 | 13F | American Financial Advisors, LLC | 637 | 0,95 | 279 | 19,23 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 77.773 | 0,02 | 34.096 | 18,24 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 0 | 0 | ||||||
2025-07-30 | 13F | Jacobsen Capital Management | 102.375 | 2,08 | 44.881 | 20,69 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 15.008 | 12,62 | 6.580 | 33,15 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 5.341 | 3,49 | 2.341 | 22,37 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 11.937 | 1,51 | 5.233 | 20,02 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 13.689 | 6.001 | ||||||
2025-08-06 | 13F | SP Asset Management LLC | 116.169 | 5,79 | 50.929 | 25,07 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6.924 | 9,57 | 3.039 | 29,71 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 29.524 | 0,69 | 12.944 | 19,04 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 4.357 | 94,68 | 1.910 | 130,40 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 84 | 37 | ||||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 9.396 | 4,37 | 4.119 | 23,40 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 653 | 1,08 | 286 | 19,67 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Growth ETF | 3.141 | 10,25 | 1.188 | -0,25 | ||||
2025-07-31 | 13F | Northstar Asset Management Llc | 42.581 | 3,63 | 18.667 | 22,51 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1.117 | 3,52 | 490 | 22,25 | ||||
2025-07-07 | 13F | Verde Capital Management | 1.032 | 17,81 | 452 | 39,51 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 7.343 | 16,13 | 3.219 | 37,33 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 5.686 | 67,28 | 2.493 | 97,78 | ||||
2025-07-10 | 13F | Andrew Hill Investment Advisors, Inc. | 616 | 270 | ||||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 160 | 70 | ||||||
2025-07-17 | 13F | Kelly Financial Services LLC | 1.362 | 0,15 | 597 | 18,45 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 24.130 | 117,82 | 10.574 | 157,44 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 3.535 | 1,79 | 1.550 | 20,36 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 5.167 | 2.265 | ||||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 153.529 | 13,02 | 67.307 | 33,62 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 72.932 | 3,25 | 32 | 19,23 | ||||
2025-07-28 | 13F | Harbour Trust & Investment Management Co | 480 | 210 | ||||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7.570 | 0,61 | 3.319 | 18,97 | ||||
2025-08-14 | 13F | Headinvest, Llc | 2.978 | 1,95 | 1.306 | 20,50 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 53.959 | 22,54 | 23.656 | 44,86 | ||||
2025-07-09 | 13F | Bay Rivers Group | 12.156 | 1,71 | 5.329 | 20,24 | ||||
2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 285.908 | 8,09 | 124.075 | 26,47 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 1.310 | 61,73 | 574 | 91,33 | ||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 542 | 238 | ||||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 43.126 | 8,32 | 18.907 | 28,06 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 9.438 | 613,92 | 4.138 | 744,29 | ||||
2025-07-15 | 13F | Maseco Llp | 1.365 | 598 | ||||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 37.209 | 4,88 | 16.312 | 24,00 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 69.503 | 1,59 | 30.470 | 20,11 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3.955 | 4,13 | 1.734 | 23,08 | ||||
2025-08-14 | 13F | Glenview Trust Co | 3.849 | 1,21 | 1.687 | 19,65 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 2.278 | 21,04 | 999 | 43,19 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 736 | 323 | ||||||
2025-07-31 | 13F | Strata Wealth Advisors, LLC | 119.330 | 5,36 | 52.314 | 24,56 | ||||
2025-08-14 | 13F | UBS Group AG | 5.916.441 | 0,69 | 2.593.768 | 19,04 | ||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 4.326 | 1.897 | ||||||
2025-08-07 | 13F | Commerce Bank | 57.017 | 0,48 | 24.996 | 18,79 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 27.109 | 2,15 | 11.885 | 20,76 | ||||
2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 7.433 | 91,08 | 3.259 | 125,00 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 11 | 5 | ||||||
2025-08-12 | 13F | Martin Worley Group | 15.860 | 64,76 | 6.953 | 94,82 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 1.342 | 43,38 | 588 | 69,45 | ||||
2025-08-07 | 13F | Latko Wealth Management, Ltd. | 11.279 | 1,53 | 5 | 0,00 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 622 | 7,24 | 273 | 26,51 | ||||
2025-08-04 | 13F | Evergreen Advisors, LLC | 461 | 202 | ||||||
2025-07-09 | 13F | Fjell Capital, LLC | 7.194 | 2,68 | 3.154 | 21,41 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 817.453 | 73,91 | 358.372 | 105,61 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 68.833 | 6,04 | 30.171 | 25,34 | ||||
2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 51.389 | 10,94 | 22.529 | 31,17 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 18.567 | 1,40 | 6.885 | -8,96 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8.489 | 5,17 | 3.722 | 24,24 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 65.828 | 0,31 | 28.859 | 18,60 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 5.541 | 0,45 | 2.461 | 30,35 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 128.005 | 2,08 | 56.117 | 20,68 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 34.048 | 84,88 | 14.930 | 118,63 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 2.294 | 29,09 | 1.006 | 52,74 | ||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 33.708 | 1,64 | 14.778 | 20,17 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10.670 | 5,99 | 4.678 | 25,32 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 36.041 | 2,92 | 15.772 | 21,46 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 9.530 | 18,34 | 4.178 | 39,92 | ||||
2025-04-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 2.700 | 5,72 | 1.095 | 4,89 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 30.205 | 4,59 | 13.242 | 23,66 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 2.151 | 18,77 | 943 | 40,39 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 1.498 | 0,27 | 657 | 18,41 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 460 | 202 | ||||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 498 | 0 | ||||||
2025-07-17 | 13F | Emerald Advisors, LLC | 18.354 | 2,09 | 8.046 | 20,70 |