Proprietà istituzionale e dei fondi - Venditori
Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona 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 | Financial Life Advisors | 3.899 | -15,72 | 325 | -6,88 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 335.159 | -11,87 | 27.976 | -2,76 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 14.912 | -14,57 | 1.245 | -5,76 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 97.238 | -6,14 | 8.117 | 3,59 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 16.812 | -46,76 | 1.403 | -41,25 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 11.732 | -28,91 | 888 | -23,47 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 5.596 | -1,24 | 467 | 9,11 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 15.684 | -10,26 | 1.309 | -0,98 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 4.095 | -4,23 | 342 | 5,57 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 6.618 | -2,33 | 552 | 7,81 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 17.030 | -0,01 | 1.422 | 10,33 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 3.988 | -2,99 | 333 | 6,75 | ||||
| 2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 3.613 | -17,55 | 302 | -9,06 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 4.351 | -0,46 | 363 | 10,00 | ||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Truefg, Llc | 11.277 | -1,32 | 941 | 8,91 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 87.107 | -7,56 | 6.286 | -11,64 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 893.202 | -55,66 | 74.565 | -51,07 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 3.230.395 | -26,25 | 269.673 | -18,62 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1.961.791 | -30,16 | 163.770 | -22,93 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 190.099 | -1,56 | 15.869 | 8,63 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 56.478 | -2,72 | 4.715 | 7,33 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | REDW Wealth LLC | 55.824 | -1,09 | 4.660 | 9,16 | ||||
| 2025-07-22 | NP | TIGGX - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional | 95.014 | -85,49 | 7.844 | -84,11 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 3.169 | -3,18 | 265 | 6,88 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 479.014 | -16,49 | 39.583 | -8,77 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 151.899 | -0,10 | 12.681 | 10,23 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 31.217 | -46,81 | 2.606 | -41,33 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 4.703 | -2,75 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2.829 | -8,80 | 236 | 0,85 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II | 212.692 | -11,01 | 17.756 | -1,80 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 217.615 | -0,17 | 18.166 | 10,16 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 26.637 | -36,46 | 2.224 | -29,90 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Summit Global Investments | 4.523 | -6,43 | 0 | |||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II | 257.508 | -10,43 | 21.497 | -1,15 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 4.165 | -1,93 | 348 | 8,10 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | FLRMX - Franklin LifeSmart 2020 Retirement Target Fund Class A | 3.479 | -5,44 | 290 | 4,32 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 85.641 | -4,87 | 7.149 | 4,98 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 163.616 | -2,83 | 13.659 | 7,23 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 352.924 | -0,74 | 29.462 | 9,54 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 2.848 | -3,69 | 238 | 6,28 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 6.631 | -0,63 | 554 | 9,72 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 207.657 | -0,63 | 17.335 | 9,66 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 6.874 | -1,77 | 574 | 8,94 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 28.000 | -1,36 | 2.337 | 8,85 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 18.612 | -0,94 | 1.554 | 9,29 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 4.878 | -96,72 | 14.745 | 7,91 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 4.343 | -5,73 | 329 | 1,55 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 2.952 | -26,69 | 246 | -23,36 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 97.004 | -0,14 | 8.098 | 10,19 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 15.378 | -3,99 | 1.284 | 5,95 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth Fund Class II | 110.558 | -10,25 | 9.229 | -0,96 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 292.510 | -2,16 | 24.419 | 7,96 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 121.675 | -0,43 | 10.157 | 9,88 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 2.660 | -1,74 | 222 | 8,82 | ||||
| 2025-08-22 | 13F | Cim Investment Mangement Inc | 106.727 | -51,30 | 8.910 | -44,28 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 17.699 | -2,66 | 1.477 | 7,42 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 5.145 | -1,08 | 430 | 9,16 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 169.677 | -2,07 | 14.165 | 8,06 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 117.300 | -53,08 | 9.792 | -48,22 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 39 | -17,02 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 143.895 | -0,76 | 12.012 | 9,52 | ||||
| 2025-08-27 | NP | FAIEX - PFM Multi-Manager International Equity Fund Institutional Class | 823 | -10,74 | 69 | -1,45 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 21.765 | -0,37 | 1.817 | 9,93 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II | 65.223 | -9,34 | 5.445 | 0,04 | ||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 571.900 | -36,44 | 47.742 | -29,86 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 198.002 | -4,44 | 16.529 | 5,45 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 24.730 | -0,57 | 2.064 | 9,73 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 19.469 | -19,42 | 1.625 | -11,06 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 40.019 | -1,66 | 3.341 | 8,51 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 154.809 | -0,85 | 12.923 | 9,41 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1.469.951 | -0,54 | 122.711 | 9,76 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 37.760 | -3,42 | 3.152 | 6,59 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-04-11 | 13F | Elk River Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 298.476 | -34,91 | 25 | -27,27 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5.407.908 | -6,04 | 451.452 | 3,69 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 15.348 | -15,43 | 1.281 | -4,83 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 2.683 | -10,69 | 224 | -1,76 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 2.857 | -1,38 | 239 | 8,68 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 225.085 | -8,63 | 18.790 | 0,83 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 16.526 | -1,43 | 1.380 | 8,75 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 150.324 | -1,20 | 12.549 | 9,04 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 247 | -22,81 | 21 | -16,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4.174 | -88,72 | 348 | -87,57 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II | 241.850 | -8,03 | 20.190 | 1,49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4.400 | -75,28 | 367 | -72,73 | |||
| 2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 164.187 | -1,85 | 13.706 | 8,31 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 66.815 | -1,08 | 5.578 | 9,16 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 2.486 | -15,36 | 208 | -6,76 | ||||
| 2025-06-26 | NP | HDVAX - Hartford International Equity Fund Class A | 6.719 | -39,59 | 529 | -35,45 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 24.514 | -1,55 | 2.046 | 8,66 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6.872 | -17,18 | 574 | -8,61 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 2.343 | -5,41 | 196 | 4,28 | ||||
| 2025-08-12 | 13F | Camden National Bank | 3.033 | -4,50 | 253 | 5,42 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 32.372 | -1,76 | 2.702 | 4,20 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 4.214 | -0,02 | 352 | 10,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 32.755.829 | -4,10 | 2.734.457 | 5,83 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 115.322 | -0,55 | 9.627 | 9,76 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3.391 | -2,73 | 282 | 7,63 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 36.890 | -4,17 | 3.080 | 5,73 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 5.142 | -31,20 | 429 | -24,07 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 19.830 | -1,44 | 1.655 | 8,74 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 5.097 | -2,39 | 425 | 7,59 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 14.297 | -0,09 | 1.193 | 10,26 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 337.031 | -2,26 | 28.135 | 7,86 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 11.341 | -4,36 | 947 | 5,46 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 908.605 | -29,05 | 75.848 | -21,71 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II | 119.484 | -9,62 | 9.975 | -0,26 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.243.140 | -8,47 | 104 | 0,98 | ||||
| 2025-07-17 | 13F | City Holding Co | 7.950 | -0,66 | 664 | 9,59 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 16.022 | -11,05 | 1.338 | -1,84 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 462.400 | -36,77 | 38.601 | -30,22 | ||||
| 2025-06-26 | NP | USCGX - Capital Growth Fund | 8.677 | -32,71 | 683 | -28,06 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Conservative Fund Class I | 33.313 | -9,28 | 2.781 | 0,11 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 34.061 | -35,95 | 2.395 | -40,45 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 6.476 | -2,73 | 541 | 7,36 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7.695 | -28,29 | 642 | -20,84 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 15.501 | -1,10 | 1.294 | 9,20 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1.452 | -9,87 | 121 | 0,84 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 12.010 | -6,79 | 1.003 | 2,87 | ||||
| 2025-04-15 | 13F | Arvest Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - International Value Portfolio Class I | 13.870 | -77,07 | 1.158 | -74,71 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 35.803 | -5,19 | 2.989 | 4,62 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 18.981 | -7,46 | 1.585 | 2,13 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 9.491 | -0,42 | 792 | 9,85 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 2.659.491 | -26,34 | 222.014 | -18,71 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 2.952 | -3,56 | 247 | 18,84 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 4.709 | -14,82 | 393 | -5,98 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 4.506 | -1,66 | 376 | 8,67 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 78.418 | -4,07 | 6.546 | 5,87 | ||||
| 2025-07-29 | NP | FMVIX - Matson Money International Equity VI Portfolio Institutional Class | 10.391 | -6,56 | 858 | 2,27 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 14.258 | -0,68 | 1.190 | 9,58 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 9.723 | -5,17 | 812 | 4,65 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 295.280 | -0,16 | 24.650 | 10,18 | ||||
| 2025-04-22 | 13F | Innealta Capital, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 4.345 | -5,83 | 363 | 3,72 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 9.311 | -0,05 | 777 | 10,37 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 15.712 | -3,54 | 1.311 | 2,26 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 2.568 | -35,85 | 214 | -29,14 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 4.861 | -20,92 | 406 | -12,90 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 38.402 | -9,58 | 3.206 | -0,25 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 14 | -53,33 | 1 | -50,00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 1.944 | -23,01 | 162 | -15,18 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Aggressive Fund Class I | 19.149 | -6,05 | 1.599 | 3,70 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial | 1.144.429 | -8,64 | 95.537 | 0,82 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 14.448 | -2,93 | 1.206 | 7,20 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 5.159 | -75,01 | 431 | -72,45 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 8.474 | -30,44 | 707 | -23,24 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Capital Appreciation Fund Class I | 200.305 | -10,20 | 16.721 | -0,91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB | 286.000 | -13,57 | 23.875 | -4,62 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 5.875 | -3,02 | 490 | 6,99 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 194 | -77,73 | 16 | -75,38 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 50.524 | -8,23 | 4.218 | 1,25 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3.696 | -86,27 | 309 | -84,86 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 16.211 | -21,07 | 1.353 | -12,88 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 544.337 | -11,45 | 45.441 | -2,29 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 8.448 | -9,30 | 705 | 0,14 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 77.504 | -4,82 | 6.470 | 5,03 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 4.430 | -4,01 | 370 | 5,73 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 4.660 | -3,76 | 389 | 6,01 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 119 | -60,60 | 10 | -59,09 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2.801 | -1,79 | 234 | 8,37 | ||||
| 2025-07-18 | 13F | United Bank | 7.521 | -1,18 | 628 | 9,04 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 3.346 | -1,62 | 279 | 8,56 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 33.394 | -0,33 | 2.788 | 9,98 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 66.958 | -32,01 | 5.590 | -24,97 | ||||
| 2025-04-17 | 13F | Fortitude Advisory Group L.L.C. | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Naviter Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 409.595 | -2,44 | 34.193 | 7,66 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 43.743 | -11,81 | 3.652 | -2,69 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1.421.700 | -3,57 | 116.395 | -1,42 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 66.954 | -8,69 | 5.589 | 0,78 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 46.020 | -8,89 | 3.842 | 0,55 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 86.420 | -2,52 | 7.214 | 7,58 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 20.931 | -23,36 | 1.747 | -15,44 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 13.533 | -13,53 | 1.130 | -4,56 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 74.426 | -4,55 | 6.213 | 5,34 | ||||
| 2025-05-06 | 13F | Winch Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 4.966 | -18,78 | 415 | -10,39 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 2.756.693 | -0,53 | 230.129 | 9,76 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 135.766 | -18,97 | 11.334 | -10,58 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 20.147 | -3,61 | 1.682 | 6,33 | ||||
| 2025-07-14 | 13F | Argent Capital Management Llc | 2.933 | -5,87 | 245 | 3,83 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 24.774 | -0,20 | 2.068 | 10,18 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 6.214 | -3,28 | 519 | 6,58 | ||||
| 2025-08-26 | NP | FLRZX - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class | 14.857 | -0,83 | 1.240 | 9,44 | ||||
| 2025-08-14 | 13F | Conrad N. Hilton Foundation | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 36.512 | -13,08 | 3.048 | -4,09 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2.201 | -2,74 | 184 | 15,09 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 444.717 | -0,10 | 37.125 | 10,24 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 105.237 | -3,70 | 8.999 | 3,28 | ||||
| 2025-07-25 | NP | USAWX - World Growth Fund Shares | 3.810 | -75,97 | 315 | -73,70 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 2.797 | -20,72 | 233 | -12,41 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 26.682 | -36,34 | 2.227 | -29,75 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 5.433 | -13,07 | 454 | -4,03 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 7.356 | -3,22 | 614 | 6,78 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 6.747 | -1,50 | 563 | 8,69 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 57.506 | -2,13 | 4.801 | 8,01 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 4.202 | -25,75 | 351 | -18,22 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 72.672 | -1,61 | 6.067 | 4,35 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 27.339 | -1,78 | 2.282 | 8,41 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 6.642 | -3,08 | 554 | 6,95 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 1.703.005 | -0,46 | 142.167 | 9,84 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 3.104.863 | -0,84 | 259.194 | 9,43 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 11.494 | -1,19 | 1 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 5.546 | -15,26 | 463 | -6,67 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 12.818 | -10,71 | 1.070 | -1,47 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 2.742 | -17,76 | 229 | -9,52 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4.088 | -9,26 | 341 | 0,29 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4.588 | -3,90 | 383 | 5,82 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 235.193 | -18,49 | 19.634 | -10,06 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 1.036.601 | -3,62 | 86.535 | 6,36 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 26.268 | -1,04 | 2.193 | 2,86 | ||||
| 2025-05-12 | 13F | Nicollet Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial | 207.837 | -52,06 | 17.350 | -47,10 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 11.829 | -44,70 | 987 | -39,00 | ||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 3.773 | -5,63 | 315 | 3,97 | ||||
| 2025-08-25 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 6.179 | -13,03 | 516 | -4,10 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 19.087 | -4,83 | 1.593 | 5,01 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 16.423 | -33,19 | 1.371 | -26,30 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 6.342 | -1,80 | 529 | 8,40 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 75.985 | -2,22 | 6.343 | 7,91 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 24.974 | -2,10 | 2.085 | 8,04 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 6.365 | -26,97 | 531 | -13,24 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 13.009 | -1,57 | 1.086 | 8,61 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 183.908 | -8,17 | 15.353 | 1,34 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13.034 | -2,45 | 1.088 | 7,72 | ||||
| 2025-07-30 | 13F | MTC Wealth Management LLC | 253.195 | -2,47 | 21.137 | 7,62 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 19.275 | -3,23 | 1.609 | 6,84 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 2.386 | -5,28 | 199 | 4,74 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 24 | -88,79 | 0 | |||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 65.198 | -4,87 | 5.443 | 4,98 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 45.027 | -2,34 | 3.759 | 7,77 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 21.252 | -0,91 | 1.774 | 9,37 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 39.295 | -4,87 | 3.280 | 4,99 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 459.996 | -5,90 | 38.401 | 3,84 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 7.023 | -4,50 | 586 | 5,40 | ||||
| 2025-07-16 | 13F | American National Bank | 2.935 | -5,69 | 245 | 4,26 | ||||
| 2025-08-12 | 13F | Investure, LLC | 1.914.445 | -5,34 | 159.818 | 4,45 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 9.827 | -0,57 | 820 | 9,77 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11.209 | -87,10 | 936 | -85,78 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4.153 | -7,53 | 347 | 2,06 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1.206 | -27,48 | 101 | -20,00 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 32.737 | -3,00 | 2.753 | 7,83 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 600.218 | -31,24 | 50.106 | -24,12 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 571.299 | -18,71 | 47.692 | -10,29 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 178.148 | -1,36 | 14.870 | 8,83 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 80.023 | -1,20 | 6.680 | 9,03 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 113.799 | -17,33 | 8.188 | -21,37 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 7.462 | -0,08 | 623 | 12,27 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast International Growth Portfolio | 524.901 | -3,36 | 43.819 | 6,64 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 176.647 | -0,28 | 14.746 | 22,73 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 4.085 | -27,01 | 341 | -19,39 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 4.343 | -5,73 | 329 | 1,55 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 33.725 | -0,09 | 2.551 | -0,08 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 8.360 | -5,62 | 698 | 4,03 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 24.374 | -3,97 | 2.035 | 5,94 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 3.576 | -0,45 | 298 | 9,96 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 6.145 | -15,60 | 513 | -6,91 | ||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 1.983 | -7,90 | 156 | -1,27 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 116.403 | -0,75 | 8.806 | 6,82 | ||||
| 2025-04-11 | 13F | Tide Cove Capital Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 13.648 | -0,52 | 1.139 | 9,84 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 15.752 | -1,20 | 1.315 | 8,96 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 900.124 | -9,08 | 75.142 | 0,33 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 6.028 | -22,00 | 503 | -13,87 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderate Fund Class I | 196.588 | -11,04 | 16.411 | -1,83 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 3.173 | -57,91 | 265 | -53,68 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 137.519 | -9,84 | 11.480 | -4,27 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.089 | -18,73 | 90 | -11,88 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 338.300 | -27,35 | 28.241 | -19,83 | ||||
| 2025-04-01 | 13F | Confluence Investment Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 8.083 | -6,16 | 612 | 0,99 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 6.243 | -20,04 | 521 | -11,69 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 273.399 | -10,97 | 22.823 | -1,76 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 4.005 | -22,43 | 334 | -14,36 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 20.300 | -0,09 | 1.695 | 10,21 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 39.290 | -0,45 | 3.280 | 9,85 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 13.703 | -2,57 | 1.144 | 7,42 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 242.287 | -0,35 | 20 | 11,11 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6.519.679 | -34,79 | 544.263 | -28,04 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 204 | -8,11 | 17 | 6,25 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 13 | -96,26 | 1 | -100,00 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 10.870 | -5,11 | 907 | 4,73 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3.772 | -48,10 | 315 | -42,81 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 146.056 | -1,27 | 12.193 | 8,94 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 71.108 | -1,05 | 5.936 | 9,20 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 53.796 | -2,83 | 4.491 | 7,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 95.932 | -0,77 | 6.742 | -7,81 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 783.784 | -3,33 | 65.430 | 6,68 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 985.580 | -34,90 | 82.276 | -28,16 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2.656 | -8,98 | 223 | 0,91 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 4.547 | -0,39 | 380 | 9,86 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 62.831 | -0,72 | 5.245 | 9,57 | ||||
| 2025-07-30 | 13F | Matson Money. Inc. | 2.179.335 | -0,02 | 181.931 | 10,32 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 4.857 | -1,14 | 405 | 9,16 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 3.680 | -4,04 | 307 | 5,86 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 61.347 | -5,53 | 5.121 | 4,25 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 4.028 | -1,25 | 336 | 9,09 | ||||
| 2025-03-27 | NP | TCHTX - Transamerica ClearTrack 2020 R1 | 363 | -98,08 | 27 | -98,13 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 360 | -31,03 | 30 | -23,08 | ||||
| 2025-04-15 | 13F | Requisite Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 3.260 | -1,81 | 272 | 8,37 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2.535 | -7,95 | 212 | 1,44 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47.004 | -2,72 | 3.924 | 7,33 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 397 | -48,97 | 33 | -43,10 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2.638 | -7,44 | 220 | 1,85 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 64.022 | -6,12 | 5.345 | 3,61 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 2.675 | -24,09 | 223 | -16,17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 25.815 | -23,28 | 2.155 | -12,11 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 77.478 | -0,01 | 6.468 | 10,34 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 803.032 | -4,52 | 67.037 | 5,36 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 65.882 | -66,49 | 6 | -64,29 | ||||
| 2025-05-12 | 13F | Taylor Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4.499 | -8,89 | 376 | 0,54 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 3.789 | -22,78 | 316 | -14,82 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 15.434 | -14,37 | 1.288 | 1,74 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 181.656 | -3,64 | 15.165 | 6,34 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 4.546 | -10,74 | 380 | 1,88 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Balanced Fund Class II | 160.453 | -10,50 | 13.395 | -1,24 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 2.556 | -4,73 | 213 | 5,45 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 3.008 | -1,18 | 251 | 9,13 | ||||
| 2025-05-15 | 13F | Crestline Management, LP | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Annie E. Casey Foundation, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 36.456 | -61,45 | 3.043 | -57,46 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 206.180 | -4,25 | 17 | 6,25 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 152 | -52,05 | 13 | -47,83 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 991.542 | -1,27 | 82.774 | 8,95 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3.213 | -0,62 | 268 | 9,84 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 18.762 | -39,92 | 1.566 | -33,70 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 317.587 | -1,19 | 26.512 | 9,04 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 37.574 | -6,20 | 3.137 | 3,50 | ||||
| 2025-06-25 | NP | WCCFX - Wells Fargo WealthBuilder Conservative Allocation Fund Class C | 22.628 | -12,76 | 1.781 | -6,66 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 35.070 | -0,50 | 2.928 | 9,79 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 108.122 | -34,91 | 9.026 | -28,18 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1.115 | -20,47 | 93 | -12,26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 31.554 | -43,05 | 2.634 | -37,15 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 3.123 | -78,19 | 261 | -75,99 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 9.153 | -1,81 | 764 | 8,37 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1.311.434 | -0,30 | 109.479 | 10,02 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 6.960 | -0,76 | 581 | 9,62 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 125.410 | -0,45 | 10.469 | 9,85 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 148.130 | -1,58 | 12 | 9,09 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 3.061 | -8,93 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 580.816 | -1,92 | 48.486 | 8,23 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7.423 | -3,81 | 620 | 6,17 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Kendall Capital Management | 57.701 | -35,60 | 4.817 | -28,95 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-09 | 13F | Marquette Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 108.680 | -1,47 | 9.073 | 8,72 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 125.827 | -0,15 | 10.504 | 10,20 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 456.535 | -1,97 | 38.112 | 8,18 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 6.554 | -58,98 | 547 | -54,72 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 30.003 | -9,13 | 2.505 | 0,28 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 11.529 | -3,77 | 962 | 6,18 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 8.163 | -8,65 | 1 | |||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 22.891 | -7,15 | 1.911 | 2,19 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 16.973 | -0,59 | 1.417 | 9,68 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 184.640 | -4,37 | 15.414 | 5,53 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Aggressive Fund Class I | 16.880 | -8,75 | 1.409 | 0,71 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 81.790 | -0,90 | 6.188 | -0,90 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth & Income Fund Class II | 47.513 | -8,99 | 3.966 | 0,43 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 121 | -35,64 | 10 | -28,57 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 510.399 | -0,42 | 42.608 | 9,88 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 8.034 | -11,55 | 671 | -2,47 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 13.229 | -64,08 | 1.104 | -60,37 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 94.886 | -36,65 | 7.921 | -30,09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 272 | -94,47 | 23 | -94,09 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 135.067 | -2,03 | 11.274 | 8,09 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 15.200 | -19,14 | 1.269 | -10,77 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 19.370 | -1,65 | 1.617 | 8,60 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 199.087 | -2,72 | 16.620 | 7,35 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 20.867 | -5,23 | 1.742 | 12,54 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 394 | -59,34 | 33 | -56,16 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 237.490 | -2,42 | 19.826 | 7,68 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 7.997 | -19,62 | 660 | -12,23 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 35.344 | -14,23 | 2.950 | -5,36 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 380.470 | -1,64 | 31.762 | 8,54 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 9.539 | -0,01 | 722 | 7,61 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 98.834 | -3,80 | 8 | 14,29 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 144.985 | -2,48 | 12.103 | 7,62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 9.888.890 | -2,63 | 825.525 | 7,45 | ||||
| 2025-07-09 | 13F | Emprise Bank | 2.633 | -20,19 | 220 | -12,05 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 99.584 | -8,17 | 8.313 | 1,34 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 75.991 | -7,04 | 6.344 | 2,59 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 273.898 | -0,02 | 22.865 | 10,34 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 265.494 | -1,65 | 22.163 | 8,54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 364.750 | -2,35 | 30.449 | 7,75 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 3.276 | -3,11 | 273 | 7,06 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1.150 | -1,37 | 96 | 9,09 | ||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 375.802 | -24,71 | 31 | -16,22 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 224.572 | -0,46 | 18.747 | 9,84 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 8.038 | -12,91 | 671 | -3,87 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 37.097 | -1,77 | 3.097 | 8,40 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 20.975 | -2,73 | 1.751 | 7,30 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 16.314 | -1,17 | 1.362 | 9,05 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 177.173 | -5,31 | 14.790 | 4,49 | ||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 64.095 | -1,03 | 5.351 | 9,21 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 17.995 | -11,50 | 1.502 | -2,34 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 1.450.162 | -9,37 | 121.060 | 0,01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1.336 | -68,77 | 112 | -65,63 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 2.161.672 | -0,82 | 180 | 9,09 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 6.410 | -6,57 | 535 | 3,08 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 649 | -38,13 | 54 | -31,65 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 35.150 | -2,04 | 2.934 | 8,11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 181.014 | -87,87 | 15 | -86,61 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 115.561 | -0,04 | 9.647 | 10,29 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 43.441 | -5,65 | 3.626 | 4,11 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 553 | -2,12 | 46 | 9,52 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 9.867 | -0,32 | 824 | 10,03 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 6.646 | -6,05 | 555 | 3,55 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8.264 | -6,83 | 690 | 2,68 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 38.750 | -10,06 | 3.235 | -0,77 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 23.824 | -20,73 | 1.998 | -13,21 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 424.089 | -4,01 | 35.404 | 5,93 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 118.731 | -0,30 | 9.912 | 10,01 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 565.130 | -0,13 | 47.177 | 10,21 | ||||
| 2025-05-16 | 13F | Canada Post Corp Registered Pension Plan | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | BSW Wealth Partners | 140.368 | -17,10 | 11.718 | -8,53 | ||||
| 2025-07-30 | 13F | Strategic Investment Management, Llc | 253.710 | -14,63 | 21.180 | -5,79 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5.687 | -1,69 | 475 | 8,47 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 2.415 | -94,05 | 202 | -93,45 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1.192.997 | -3,41 | 99.591 | 6,58 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2.593 | -28,31 | 217 | -20,88 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 596.246 | -0,78 | 45.106 | 6,80 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 276.697 | -2,34 | 23.099 | 7,77 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25.911 | -2,33 | 2.163 | 4,85 | ||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 0 | -100,00 | 0 | |||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth & Income Fund Class II | 89.805 | -9,78 | 7.497 | -0,45 | ||||
| 2025-08-14 | 13F | Fmr Llc | 22.985.955 | -1,59 | 1.918.868 | 8,59 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 16.652 | -1,96 | 1.390 | 8,26 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 1.880.108 | -7,81 | 156.951 | 1,73 | ||||
| 2025-05-15 | 13F | Barr E S & Co | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 804.730 | -7,48 | 67.179 | 2,10 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 47.721 | -1,66 | 3.984 | 8,50 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 6.074 | -40,19 | 507 | -33,98 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10.128.262 | -5,10 | 846 | 4,71 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3.223 | -92,06 | 269 | -91,24 | ||||
| 2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 5.445 | -3,88 | 429 | 2,88 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 404.491 | -20,55 | 34 | -13,16 | ||||
| 2025-08-13 | 13F | Makena Capital Management Llc | 1.322.675 | -13,89 | 110.311 | -5,07 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 177.155 | -2,66 | 14.474 | -0,46 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 9.405 | -3,67 | 777 | 5,28 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB | 404.370 | -1,70 | 33.757 | 8,47 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 19.056 | -26,73 | 1.591 | -19,17 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 558.980 | -6,55 | 46.664 | 3,12 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 1.082 | -16,38 | 92 | -6,19 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 21.182 | -6,84 | 1.768 | 2,79 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 29.164 | -1,22 | 2.435 | 9,00 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 93.935 | -1,13 | 7.842 | 12,48 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 23.043 | -0,87 | 1.924 | 9,39 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II | 99.467 | -6,28 | 8.304 | 3,43 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 8.530 | -0,89 | 712 | 9,37 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4.831 | -4,77 | 403 | 5,22 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 216.902 | -1,46 | 18.107 | 8,73 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 3.272 | -2,97 | 273 | 7,06 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 5.354 | -1,09 | 447 | 9,05 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 1.925 | -4,32 | 161 | 5,26 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 18.173 | -6,07 | 1.375 | -2,21 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9.861 | -4,47 | 823 | 4,44 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 20.488 | -2,68 | 1.710 | 7,41 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial | 42.152 | -48,61 | 3.519 | -43,29 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 6.299 | -2,31 | 526 | 7,80 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 15.262 | -10,66 | 1.274 | -1,39 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 236.696 | -9,98 | 19.759 | -0,67 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 17.738 | -76,53 | 1.481 | -74,11 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 23.793 | -1,51 | 1.986 | 8,70 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 5.394 | -41,79 | 408 | -39,38 | ||||
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3.138 | -86,09 | 261 | -83,90 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio | 51.731 | -16,69 | 4.319 | -8,07 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 197 | -43,87 | 16 | -38,46 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1.803.253 | -1,25 | 150.536 | 8,97 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 482.105 | -26,60 | 36.471 | -20,99 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 4.682 | -21,64 | 391 | -13,53 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 755.371 | -21,01 | 63.058 | -12,83 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 7.250 | -11,12 | 605 | -1,94 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 6.100 | -6,40 | 509 | 3,25 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 4.029 | -0,59 | 336 | 9,80 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 36.017 | -0,26 | 3.007 | 10,07 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 111.300 | -0,80 | 9.280 | 5,94 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service | 377.500 | -5,27 | 31.514 | 4,53 | ||||
| 2025-08-27 | NP | HCINX - The Institutional International Equity Portfolio HC Strategic Shares | 377.365 | -56,30 | 31.502 | -51,78 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 109.500 | -35,01 | 9.141 | -28,29 | ||||
| 2025-05-08 | 13F | Delap Wealth Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 39.933 | -0,18 | 3.334 | 10,15 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 751.000 | -44,46 | 62.693 | -38,72 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 17.625 | -0,26 | 1.471 | 10,10 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 37.548 | -1,03 | 3.135 | 9,20 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 45.248 | -0,90 | 3.777 | 9,35 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 112.535 | -2,25 | 9 | 12,50 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1.188 | -17,84 | 99 | -9,17 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 5.212 | -2,49 | 435 | 7,67 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II | 418.684 | -10,02 | 34.952 | -0,71 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2.186 | -35,38 | 183 | -28,63 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 102.831 | -0,96 | 8.584 | 9,29 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 42.467 | -0,06 | 3.545 | 10,30 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 32.647 | -0,37 | 2.725 | 9,97 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 4.612 | -23,08 | 378 | -16,56 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 134.935 | -4,01 | 11.264 | 5,92 | ||||
| 2025-08-11 | 13F | Monashee Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 21.055 | -14,51 | 1.758 | -5,69 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 28.438 | -21,77 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 42.211 | -38,89 | 3.524 | -32,57 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 119.138 | -4,75 | 9.013 | 2,53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 696.657 | -23,82 | 58.157 | -15,94 | ||||
| 2025-06-25 | NP | WEAFX - Wells Fargo WealthBuilder Equity Fund Class A | 720.593 | -14,42 | 56.718 | -8,45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 212.827 | -42,38 | 17.779 | -36,37 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 3.762 | -3,59 | 314 | 6,44 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 32.302 | -1,39 | 2.697 | 8,80 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 11.104 | -5,84 | 927 | 3,81 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 41.891 | -7,93 | 3.497 | 1,63 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1.601.603 | -1,54 | 133.702 | 8,65 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 4.228 | -1,10 | 353 | 8,98 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 21.756 | -27,96 | 1.816 | -20,49 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Conservative Fund Class I | 51.172 | -9,73 | 4.272 | -0,40 | ||||
| 2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 314.601 | -4,97 | 26.263 | 4,86 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 5.889 | -31,23 | 492 | -24,11 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 4.974 | -1,84 | 415 | 8,36 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 19.208 | -6,28 | 1.603 | 3,42 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 25.893 | -7,57 | 2.156 | 7,58 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 3.625.084 | -0,31 | 302.622 | 10,01 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B | 8.548.608 | -4,39 | 713.638 | 5,51 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 295.411 | -16,34 | 23.947 | -10,36 | ||||
| 2025-08-14 | 13F | RPTC Inc. | 312.057 | -1,95 | 26.051 | 8,20 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 25.848 | -4,11 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 9.306 | -16,64 | 780 | -7,58 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 29.892 | -0,91 | 2.495 | 9,33 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.585.558 | -0,08 | 549.762 | 10,26 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 2.338.490 | -12,35 | 195.217 | -3,28 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 39.275 | -0,92 | 2.760 | -7,94 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 6.358 | -1,40 | 531 | 8,83 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 14.729 | -14,26 | 1.230 | -5,39 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 3.572 | -2,72 | 298 | 7,58 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 323.646 | -12,48 | 27.018 | -3,42 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 2.575.426 | -0,17 | 214.996 | 10,16 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 113.636 | -0,37 | 9.486 | 9,94 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3.450.389 | -1,51 | 288.039 | 8,68 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | NDVR, Inc. | 19.496 | -8,73 | 1.628 | 0,74 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 20.742 | -0,14 | 1.732 | 10,18 | ||||
| 2025-03-05 | 13F | Financial Insights, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 17.354 | -12,40 | 1.450 | -2,42 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 15.418 | -0,14 | 1.287 | 10,28 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 60.688 | -2,79 | 5.066 | 7,29 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 59.725 | -22,28 | 4.986 | -14,24 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 34.842 | -0,48 | 2.909 | 9,82 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Walleye Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-06-25 | NP | EAAFX - Wells Fargo Asset Allocation Fund Class A | 708.233 | -11,43 | 55.745 | -5,26 | ||||
| 2025-05-13 | 13F | RW Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5.354 | -1,64 | 447 | 8,52 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 62.251 | -4,71 | 5.197 | 5,14 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 5.356 | -75,53 | 447 | 3,23 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 194.079 | -40,71 | 16.202 | -34,58 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 3.005.172 | -10,58 | 250.872 | -1,32 | ||||
| 2025-08-14 | 13F | UBS Group AG | 20.884.114 | -9,74 | 1.743.406 | -0,39 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 39.409 | -11,00 | 3.290 | -1,79 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 1.015.107 | -5,11 | 84.741 | 4,71 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 98.669 | -4,00 | 8.237 | 5,93 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 240.785 | -49,11 | 20.101 | -43,85 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 7.356 | -2,63 | 614 | 7,53 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 71.268 | -18,36 | 5.949 | -9,90 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 8.520 | -11,94 | 711 | -2,74 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 62.344 | -6,25 | 5.204 | 3,46 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 56.228 | -6,71 | 4.694 | 2,94 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 4.571 | -98,78 | 382 | -98,65 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 150.806 | -0,53 | 12.589 | 9,77 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 308 | -90,99 | 26 | -90,31 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 21.235.926 | -14,45 | 1.772.775 | -5,60 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 133.144 | -37,66 | 11.115 | -31,22 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 2.422 | -22,25 | 202 | -14,04 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 76.036 | -2,22 | 6.347 | 7,91 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 274.350 | -0,02 | 22.903 | 10,33 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 56.931 | -13,34 | 4.753 | -4,39 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 85.529 | -6,76 | 7.140 | 10,75 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 602.486 | -16,60 | 50.296 | -7,97 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 56.941 | -7,34 | 4.753 | 1,69 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 129.816 | -84,29 | 10.837 | -82,66 | ||||
| 2025-05-09 | 13F | Prime Buchholz LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 77.873 | -26,45 | 6.617 | -17,39 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1.361 | -1,23 | 114 | 8,65 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 11.969 | -17,94 | 999 | -2,54 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 230.262 | -7,19 | 19.222 | 2,42 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 31.464 | -3,38 | 2.627 | 6,62 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8.802.068 | -2,68 | 734.797 | 7,39 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 39.659 | -2,78 | 3.311 | 7,29 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 46.388 | -0,64 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 36.554 | -0,06 | 3.052 | 10,26 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial | 147.723 | -46,16 | 12.332 | -40,59 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 46.789.572 | -7,63 | 3.901.637 | 1,82 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 16.815 | -6,51 | 1.404 | 3,16 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-06-25 | NP | WGBAX - Wells Fargo WealthBuilder Growth Balanced Fund Class A | 323.141 | -12,22 | 25.434 | -6,10 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Abc Arbitrage Sa | 10.663 | -90,72 | 890 | -89,76 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Chan Zuckerberg Initiative, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4.606 | -0,41 | 385 | 10,03 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1.535 | -10,65 | 128 | -0,78 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 13.682 | -1,38 | 1.142 | 8,87 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 792.147 | -0,50 | 66.128 | 9,80 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Lee Financial Co | 26.816 | -0,09 | 2.239 | 10,25 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 14.970 | -14,74 | 1.250 | -5,95 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 280.052 | -4,78 | 23.379 | 5,07 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 504.233 | -31,60 | 42.093 | -24,52 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 166.719 | -7,44 | 13.918 | 2,14 | ||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 366.417 | -4,94 | 30.588 | 4,90 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 4.477 | -8,46 | 374 | 0,81 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 2.760 | -32,96 | 230 | -26,05 | ||||
| 2025-07-25 | NP | USIFX - International Fund Shares | 61.274 | -21,66 | 5.059 | -14,21 | ||||
| 2025-04-11 | 13F | Impact Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 244.827 | -4,16 | 20.438 | 5,76 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 60.917 | -4,18 | 5.085 | 5,74 | ||||
| 2025-06-03 | 13F | Invst, LLC | 22.307 | -11,77 | 1.688 | -5,01 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1.269.967 | -9,44 | 106.017 | -0,07 | ||||
| 2025-08-27 | NP | HCIEX - The International Equity Portfolio HC Strategic Shares | 336.015 | -1,75 | 28.051 | 8,41 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 223.002 | -7,59 | 18.616 | 1,98 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 10.652 | -17,21 | 889 | -8,63 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 133.421 | -0,22 | 11.138 | 10,10 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 13.350 | -0,98 | 1.114 | 9,32 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2.776 | -26,05 | 232 | -12,17 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 165.104 | -2,43 | 13.783 | 7,66 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 285.166 | -3,18 | 23.806 | 6,84 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 27.668 | -0,19 | 2.310 | 10,11 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 52.166 | -1,92 | 4.355 | 8,23 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2.463.006 | -3,90 | 205.612 | 6,05 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 67.247 | -13,75 | 5.614 | -4,83 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 17.669 | -5,51 | 1.337 | 1,67 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 11.352 | -17,17 | 948 | -8,59 | ||||
| 2025-04-14 | 13F | Professional Advisory Services Inc | 0 | -100,00 | 0 | |||||
| 2025-05-19 | 13F | Game Plan Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | C V Starr & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 18.306 | -7,55 | 1.528 | 2,07 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 56.056 | -0,51 | 4.680 | 9,78 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 44.227 | -0,41 | 3.692 | 9,91 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 59.098 | -8,81 | 4.933 | 0,63 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 11.919 | -0,38 | 995 | 9,83 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 55.332 | -1,83 | 4.619 | 8,35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 730.380 | -0,48 | 60.972 | 9,82 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 7.889 | -41,00 | 659 | -34,92 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 85.850 | -0,09 | 7.167 | 10,25 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 11.803 | -20,10 | 985 | -11,82 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 7.588 | -53,31 | 633 | -48,49 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 38.746 | -22,77 | 3.235 | -14,78 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 23.851 | -0,68 | 1.991 | 9,64 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Nationwide Fund Advisors | 2.591.526 | -9,87 | 216.341 | -0,54 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 245.250 | -4,53 | 20.473 | 5,36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 87.375 | -95,79 | 7.294 | -95,36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 66.600 | -14,51 | 5.560 | -5,67 | |||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 223.604 | -15,44 | 18.666 | -6,69 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 155.863 | -5,20 | 13 | 8,33 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3.338 | -6,84 | 279 | 2,58 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 4.922 | -0,63 | 403 | 7,49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 15.578 | -11,23 | 1.300 | -2,03 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 58.114 | -14,51 | 4.851 | -5,66 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service | 77.891 | -68,93 | 6.502 | -65,72 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 23.818 | -0,42 | 1.988 | 9,89 | ||||
| 2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 910 | -2,15 | 72 | 4,41 | ||||
| 2025-07-09 | 13F | First Bank & Trust | 21.048 | -0,93 | 1.757 | 9,33 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 269.624 | -3,96 | 22 | 4,76 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 34.637 | -2,62 | 2.891 | 7,47 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 607.723 | -0,17 | 50.733 | 10,16 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 19.043 | -14,10 | 1.590 | -5,25 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 7.013 | -0,50 | 585 | 9,76 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 113.999 | -10,45 | 9.517 | -1,18 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 34.167 | -5,56 | 2.852 | 4,24 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 10.249 | -9,18 | 856 | 0,23 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1.068 | -5,99 | 89 | 4,71 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 175.490 | -1,36 | 14.650 | 8,84 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 22.518 | -11,51 | 1.880 | -2,39 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 46.713 | -3,60 | 3.900 | 6,38 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 3.513 | -4,10 | 293 | 5,78 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 6.375 | -2,64 | 532 | 7,47 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 5.302 | -9,69 | 443 | 7,28 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5.391.301 | -0,82 | 450.066 | 9,45 | ||||
| 2025-05-05 | 13F | Alexander Labrunerie & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 32.535 | -4,68 | 2.716 | 5,19 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 8.934 | -2,30 | 746 | 8,13 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 43.173 | -2,69 | 3.604 | 7,39 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 15.718 | -14,28 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 7.863 | -24,89 | 656 | -12,06 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 1.146.476 | -2,77 | 95.708 | 7,29 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 18.467 | -1,31 | 1.542 | 8,90 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 682.883 | -18,69 | 57.007 | -10,27 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2.575 | -19,78 | 215 | -11,57 | ||||
| 2025-08-05 | 13F | Inlet Private Wealth, LLC | 5.265 | -6,86 | 440 | 2,81 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 3.055.945 | -3,17 | 255.110 | 6,86 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 152.347 | -5,46 | 12.718 | 4,32 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 443.764 | -1,83 | 37.045 | 8,33 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2.425 | -0,16 | 202 | 10,38 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 10.450 | -9,65 | 872 | -0,23 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 53.603 | -2,80 | 4.475 | 7,26 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 19.446 | -0,08 | 1.623 | 10,26 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1.834 | -7,98 | 153 | 2,00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 111.637 | -1,17 | 9.319 | 9,07 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 119 | -17,36 | 9 | -10,00 | ||||
| 2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 1.649 | -2,94 | 130 | 3,20 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 980 | -11,23 | 82 | -2,41 | ||||
| 2025-08-26 | NP | FTRTX - Franklin LifeSmart 2025 Retirement Target Fund CLASS A | 18.067 | -3,60 | 1.508 | 6,42 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.980 | -34,93 | 169 | -25,99 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 4.916 | -4,10 | 387 | 2,39 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 9.673 | -7,05 | 732 | 0,00 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 239.927 | -8,17 | 20.029 | 1,33 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 16.370 | -46,46 | 1.367 | -40,92 | ||||
| 2025-07-30 | 13F | Cabot-Wellington, LLC | 754.560 | -2,93 | 62.991 | 7,12 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 41.125 | -33,82 | 3.433 | -26,96 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 6.145 | -10,98 | 513 | -1,92 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 4.016 | -30,59 | 335 | -23,34 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 72.880 | -6,45 | 6.084 | 3,24 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 7.613 | -9,87 | 636 | -0,63 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 2.725 | -13,46 | 227 | -4,62 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 25.718 | -10,60 | 2.147 | -1,38 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 10.633 | -19,60 | 888 | -10,85 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 266.089 | -52,44 | 22.213 | -47,52 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 529.251 | -0,83 | 44.182 | 9,43 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 3.326 | -0,30 | 0 | |||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 11.636 | -1,31 | 971 | 8,98 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 7.367 | -3,88 | 615 | 6,04 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 528 | -13,30 | 44 | -4,35 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 3.731.582 | -4,22 | 311.512 | 5,69 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 24.685 | -0,21 | 2.061 | 10,10 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 6.276 | -11,67 | 524 | -2,61 | ||||
| 2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 4.376 | -3,95 | 344 | 2,69 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 17.235 | -44,48 | 1.439 | -38,76 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 279.391 | -39,04 | 23.324 | -32,73 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 105.516 | -0,74 | 8.808 | 9,54 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1.502 | -48,63 | 114 | -44,88 | ||||
| 2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | West Bancorporation Inc | 16.767 | -0,56 | 1.400 | 9,73 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 29.426 | -0,00 | 2.456 | 10,33 | ||||
| 2025-05-07 | 13F/A | Meridian Management Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 19.306 | -1,15 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 5.754 | -13,24 | 480 | -4,19 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 2.800 | -0,04 | 234 | 10,43 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 5.370 | -1,76 | 448 | 8,47 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 7.684 | -12,51 | 641 | -3,46 | ||||
| 2025-04-21 | 13F | Accelerate Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5.369 | -9,69 | 448 | -0,22 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 13.099 | -1,87 | 1.093 | 8,33 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 853.785 | -0,39 | 71.274 | 9,92 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 7.960 | -0,33 | 665 | 9,93 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 62.062 | -1,22 | 5.181 | 9,01 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 19.074 | -1,76 | 1.592 | 8,45 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 34.737 | -35,75 | 2.900 | -29,12 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 203 | -47,14 | 17 | -44,83 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Team Hewins, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 224.766 | -0,89 | 18.763 | 9,37 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5.784 | -0,26 | 483 | 6,64 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 6.349 | -0,24 | 530 | 10,19 | ||||
| 2025-08-19 | 13F | Element Pointe Advisors, Llc | 101.975 | -0,04 | 8.513 | 10,30 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 85.956 | -4,67 | 7 | 16,67 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 350 | -8,62 | 29 | 3,57 | ||||
| 2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 5.547 | -4,15 | 437 | 2,59 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 15.068 | -3,12 | 1.258 | 6,89 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 18.534 | -40,15 | 1.547 | -33,95 | ||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 748.859 | -0,65 | 62.515 | 9,64 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 9.179 | -11,42 | 766 | -2,17 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 5.126 | -1,78 | 0 | |||||
| 2025-08-05 | 13F | Burney Co/ | 3.137 | -22,90 | 262 | -14,98 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 1.498 | -99,68 | 125 | -99,65 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 2.839 | -72,92 | 237 | -70,11 | ||||
| 2025-07-29 | 13F | First National Bank of Hutchinson | 5.121 | -15,00 | 428 | -6,15 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 146.097 | -45,68 | 10.612 | -46,84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 607.789 | -10,19 | 50.738 | 6,68 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 178.099 | -4,64 | 14.855 | 5,15 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 4.915 | -57,53 | 410 | -53,14 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 187.450 | -15,40 | 14.396 | -14,11 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 15.802 | -2,73 | 1.319 | 7,41 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 61.125 | -6,95 | 5.103 | 14,52 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Ledyard National Bank | 605.754 | -2,18 | 50.568 | 7,95 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 353.472 | -0,15 | 30 | 11,54 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 94.874 | -0,08 | 7.920 | 10,28 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 1.177.610 | -1,87 | 98.306 | 8,28 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11.621 | -1,01 | 1 | |||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 57.399 | -0,12 | 4.792 | 10,21 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 2.743 | -10,24 | 229 | -1,30 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 2.895 | -18,98 | 242 | -10,74 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 146.312 | -13,64 | 12.214 | -4,70 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1.271.801 | -11,53 | 106.170 | -2,37 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 16.956 | -0,67 | 1.415 | 9,60 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 29.225 | -11,69 | 2.440 | -2,56 | ||||
| 2025-05-07 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 84.534 | -11,74 | 7.203 | 1,22 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4.475 | -42,78 | 377 | -35,33 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 12.729 | -13,36 | 1.063 | -4,41 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 10.826 | -15,18 | 430 | -20,07 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 21.382 | -76,67 | 1.785 | -74,27 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 500.448 | -0,68 | 41.777 | 9,60 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 2.881 | -0,45 | 241 | 10,09 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB | 910.500 | -6,58 | 76.009 | 3,09 | ||||
| 2025-05-12 | 13F | Traynor Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 231.822 | -0,12 | 19.353 | 10,22 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-06-25 | NP | WMBGX - Wells Fargo WealthBuilder Moderate Balanced Fund Class A | 98.437 | -11,51 | 7.748 | -5,34 | ||||
| 2025-08-08 | 13F | Creative Planning | 2.744.172 | -5,73 | 229.083 | 4,03 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 95.240 | -4,93 | 7.951 | 4,91 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 16.294 | -0,52 | 1.360 | 9,77 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 579.347 | -2,52 | 48.364 | 7,56 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 9.170 | -8,86 | 766 | 0,53 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 7.029 | -1,61 | 587 | 8,52 | ||||
| 2025-06-25 | NP | WGAFX - Wells Fargo WealthBuilder Growth Allocation Fund Class A | 177.842 | -13,45 | 13.998 | -7,42 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 26 | -88,65 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 71.413 | -6,29 | 5.962 | 3,42 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 59.407 | -3,60 | 4.498 | -0,13 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II | 250.882 | -10,31 | 20.944 | -1,03 | ||||
| 2025-08-12 | 13F | Northwestern Mutual Investment Management Company, Llc | 221.238 | -34,10 | 18.469 | -27,29 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 53.125 | -56,43 | 4.435 | -51,92 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 7.746 | -3,22 | 647 | 6,78 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 4.155 | -64,37 | 347 | -60,77 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 5.080 | -26,39 | 424 | -18,77 | ||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 3.972 | -2,26 | 332 | 7,82 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 45.866 | -18,54 | 4 | -25,00 | ||||
| 2025-03-27 | NP | TCFTX - Transamerica ClearTrack 2015 R1 | 358 | -98,23 | 26 | -98,26 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 12.450 | -1,69 | 1.023 | 7,68 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 64.903 | -7,44 | 5.418 | 2,15 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Passaic Partners LLC | 2.017.500 | -0,84 | 168.421 | 9,42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1.336.548 | -0,09 | 111.575 | 10,25 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1.148 | -29,87 | 96 | -22,76 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 7.403 | -3,17 | 618 | 6,92 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 235.020 | -1,71 | 19.619 | 8,46 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 139.865 | -6,82 | 11.676 | 2,83 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 374.616 | -1,23 | 31.273 | 8,99 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 12.888 | -2,42 | 1.076 | 7,61 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.278 | -5,05 | 107 | 4,95 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 1.223.169 | -1,72 | 101.902 | 7,68 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 14.615 | -0,52 | 1.208 | 21,18 | ||||
| 2025-08-14 | 13F | Wilshire Associates Inc | 51.731 | -88,34 | 4.319 | 28,70 | ||||
| 2025-04-29 | 13F/A | Huntleigh Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 4.538 | -75,70 | 379 | -73,23 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 7.624 | -3,58 | 636 | 6,35 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 17.695 | -10,42 | 1.477 | -1,14 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 870.937 | -2,22 | 73 | 7,46 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 6.225 | -21,34 | 520 | -13,21 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 16.005 | -2,03 | 1.336 | 8,18 |
