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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Holderness Investments Co | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 23.419 | -1,64 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 9.702 | -7,41 | 473 | -8,51 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 187.401 | -1,30 | 9.188 | -2,47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 167.859 | -2,78 | 8.230 | -3,93 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 285.539 | -50,53 | 14 | -50,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 14.848 | -64,79 | 728 | -65,23 | ||||
| 2025-07-31 | 13F | Lazard Freres Gestion S.A.S. | 0 | -100,00 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 533.216 | -0,01 | 26.144 | -1,20 | ||||
| 2025-07-25 | NP | FHYVX - Franklin High Yield Tax-free Income Fund Advisor Class | 2.850.000 | -5,00 | 139.080 | -8,49 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 93.081 | -1,66 | 4.564 | -2,83 | ||||
| 2025-04-15 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 208.956 | -10,13 | 10 | -9,09 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 54.168 | -6,40 | 2.630 | -7,36 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.374.390 | -1,44 | 116.416 | -2,61 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 31.790 | -0,95 | 1.555 | -2,39 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 17.390 | -85,10 | 853 | -85,29 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 15.339 | -1,16 | 752 | -2,34 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5.660 | -5,16 | 277 | -6,42 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 891.404 | -6,22 | 43.706 | -7,33 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 59.289 | -1,96 | 2.907 | -3,13 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 15.568.877 | -3,29 | 763.342 | -4,44 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 55.820 | -13,14 | 2.737 | -14,18 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 25.000 | -10,71 | 1.226 | -11,81 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 16.562 | -24,94 | 812 | -25,78 | ||||
| 2025-07-21 | 13F | Cromwell Holdings LLC | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 77.838 | -28,26 | 3.816 | -29,12 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 49.472 | -31,17 | 2.426 | -32,00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3.246 | -76,91 | 159 | -77,19 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 62.814 | -8,98 | 3.073 | -10,09 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 35.458 | -3,26 | 1.739 | -4,40 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 125.867 | -43,35 | 6 | -45,45 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 276.260 | -4,48 | 13.545 | -5,61 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 14.217 | -2,01 | 692 | -3,89 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11.390 | -44,44 | 558 | -45,67 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 17.944 | -4,93 | 880 | -6,09 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 104.239 | -12,71 | 5.111 | -13,76 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 257.023 | -0,40 | 12.602 | -1,59 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 12.589 | -15,02 | 1 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 979 | -85,24 | 48 | -85,41 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 38.348 | -5,63 | 1.880 | -6,75 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 905 | -61,97 | 44 | -62,71 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 50.859 | -41,36 | 2.470 | -42,62 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 6.041 | -3,19 | 296 | -4,21 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12.426 | -13,03 | 609 | -13,98 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 12.417 | -0,23 | 609 | -1,46 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 57.538 | -4,25 | 2.821 | -5,37 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 121 | -39,50 | 6 | -44,44 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 7.603 | -21,67 | 373 | -22,66 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 4.965 | -27,31 | 243 | -28,11 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 95.996 | -26,72 | 4.701 | -27,57 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 275.544 | -20,51 | 13.510 | -21,46 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 7.632 | -8,40 | 374 | -9,44 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 62.993 | -2,99 | 3.089 | -4,16 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 1.021.172 | -12,66 | 50.068 | -13,70 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 24.337 | -13,38 | 1.193 | -14,42 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 14.851 | -3,08 | 728 | -4,21 | ||||
| 2025-05-06 | 13F | BlueChip Wealth Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 13.726 | -28,16 | 673 | -29,01 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 6.432 | -0,06 | 315 | -1,25 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 33.737 | -8,53 | 1.654 | -9,62 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 89.877 | -3,01 | 4.407 | -4,15 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 149.146 | -4,18 | 7.313 | -5,32 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 532.470 | -9,41 | 26.107 | -10,49 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 199.552 | -2,32 | 9.784 | -3,48 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 10.532 | -4,77 | 516 | -5,84 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 43.100 | -85,91 | 2.113 | -86,07 | |||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1.984.644 | -1,42 | 97.307 | -2,60 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 7.868 | -19,12 | 386 | -20,12 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 18.162 | -30,58 | 890 | -31,43 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 9.861 | -0,31 | 483 | -1,43 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 230 | -18,73 | 11 | -21,43 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7.349 | -9,23 | 360 | -10,22 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1.327.687 | -2,79 | 64.990 | -1,13 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 65.080 | -7,35 | 3.191 | -8,46 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 96.278 | -0,63 | 4.721 | -1,81 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 17.850 | -0,31 | 875 | -1,46 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1.341.714 | -5,84 | 65.784 | -6,96 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 876.232 | -33,09 | 42.962 | -33,89 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 63.214 | -15,71 | 3.099 | -16,72 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 72.943 | -12,82 | 3.576 | -13,85 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 10.418 | -11,18 | 511 | -12,37 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 1.259.230 | -14,52 | 61.740 | -15,53 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 19.291 | -1,05 | 946 | -2,28 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 45.463 | -51,56 | 2.229 | -52,14 | ||||
| 2025-04-24 | 13F | Canvas Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 8.089 | -5,41 | 397 | -6,60 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 63.475 | -23,15 | 3.112 | -24,06 | ||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 21.711 | -0,30 | 1.064 | -1,48 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 10.856 | -26,18 | 532 | -27,02 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 6.971 | -0,27 | 342 | -1,45 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 76.092 | -22,25 | 3.731 | -23,19 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 29.088 | -1,40 | 1.426 | -2,53 | ||||
| 2025-04-08 | 13F | BTC Capital Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 26.172 | -30,31 | 1.283 | -31,13 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 24.266 | -35,23 | 1.190 | -34,16 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 36.221 | -4,09 | 1.776 | -5,23 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 183.708 | -8,67 | 9.007 | -9,75 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 153.103 | -4,00 | 7.507 | -5,14 | ||||
| 2025-04-29 | 13F | Sharp Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Grant Street Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 68.579 | -18,48 | 3.362 | -19,45 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 644.765 | -14,22 | 31.613 | -15,24 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 8.694 | -29,20 | 426 | -30,05 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 646.210 | -0,71 | 31.619 | -2,09 | ||||
| 2025-05-14 | 13F | 1620 Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 45.638 | -82,21 | 2 | -83,33 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 34.648 | -2,93 | 1.699 | -4,12 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5.210 | -23,96 | 255 | -25,00 | ||||
| 2025-05-02 | 13F | Evergreen Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 9.289 | -17,64 | 455 | -18,60 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 47.250 | -24,57 | 2.317 | -25,48 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 75.384 | -2,62 | 3.696 | -3,78 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16.730 | -0,68 | 820 | -1,80 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 10.721 | -15,46 | 526 | -16,53 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 7.842 | -1,43 | 384 | -2,54 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 630.033 | -1,45 | 30.891 | -2,62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 970.692 | -0,65 | 47.593 | -1,83 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 78.606 | -8,23 | 3.854 | -9,32 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 246.195 | -10,41 | 12.071 | -11,48 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3.158.757 | -16,22 | 154.874 | -17,21 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1.066.333 | -2,93 | 52.282 | -4,08 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 19.198 | -14,53 | 941 | -15,53 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 64.362 | -22,08 | 3.156 | -23,01 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 10.026 | -0,09 | 492 | -1,21 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 136.705 | -8,35 | 6.703 | -9,44 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6.397 | -73,67 | 314 | -74,02 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 11.014 | -11,41 | 540 | -12,34 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 46.240 | -18,34 | 2.267 | -19,30 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 152.358 | -25,70 | 7.470 | -26,58 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 37.192 | -6,56 | 1.824 | -7,65 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1.269.611 | -0,85 | 62.249 | -2,03 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 93.234 | -2,17 | 4.571 | -3,32 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 59.062 | -2,76 | 2.896 | -3,92 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 61.608 | -42,73 | 3.021 | -43,41 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 31.835 | -38,38 | 1.561 | -39,13 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 844.108 | -16,39 | 41 | -18,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 25.091 | -6,69 | 1.230 | -7,80 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 31.782 | -13,59 | 1.558 | -14,63 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 81.198 | -14,27 | 3.981 | -15,28 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 75.468 | -22,25 | 3.700 | -23,17 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 102.130 | -39,58 | 5.007 | -40,30 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 144.747 | -9,18 | 7.072 | 100.928,57 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10.205 | -33,37 | 500 | -34,12 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 14.574 | -26,22 | 715 | -27,14 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 53.181 | -4,53 | 2.607 | -5,65 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 39.231 | -19,53 | 1.923 | -20,47 | ||||
| 2025-05-07 | 13F | Werba Rubin Papier Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 85.046 | -9,74 | 4.170 | -10,82 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 30.347 | -18,91 | 1.488 | -19,88 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 12.482 | -6,51 | 611 | -5,28 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10.034 | -30,07 | 0 | |||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 5.139 | -10,42 | 252 | -11,62 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Values Added Financial LLC | 63.703 | -40,71 | 3.123 | -41,42 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 23.096 | -0,88 | 1.132 | -2,08 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 859.205 | -11,69 | 42.127 | -12,74 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4.182 | -8,43 | 205 | -9,29 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 24.118 | -0,22 | 1.183 | -1,42 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 58.546 | -0,39 | 2.871 | -1,58 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 368.087 | -36,15 | 18.047 | -36,91 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 19.461 | -23,15 | 954 | -24,04 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 15.322 | -5,11 | 751 | -6,24 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 75.750 | -2,54 | 3.714 | -3,68 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 102.091 | -8,68 | 5.006 | -9,77 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 13.472 | -91,57 | 1 | -100,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24.384 | -18,52 | 1.196 | -19,47 | ||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5.614 | -62,29 | 275 | -62,74 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 66.696 | -79,25 | 3.270 | -79,50 | ||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Callan Capital, LLC | 550.027 | -23,67 | 27.292 | -24,45 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 18.022 | -4,56 | 884 | -5,76 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 39.268 | -47,82 | 2 | -66,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 171.925 | -8,26 | 8.429 | -9,35 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 4.947 | -32,79 | 243 | -34,24 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 12.750 | -1,39 | 639 | -2,45 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 34.770 | -1,37 | 1.689 | -3,43 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 152.986 | -4,80 | 7.501 | -5,94 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Archvest Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 6.474 | -6,90 | 317 | -8,12 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 4.544 | -3,20 | 223 | -4,31 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 216.145 | -14,61 | 10.598 | -15,63 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 439.613 | -1,88 | 22 | -4,55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 45.137 | -43,90 | 2.213 | -44,56 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 33.674 | -6,71 | 1.651 | -7,82 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 1.157.807 | -21,03 | 56.767 | -21,97 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 99.523 | -2,27 | 4.880 | -3,44 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18.260 | -8,89 | 895 | -9,96 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 86.418 | -5,73 | 4.237 | -6,84 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 52.060 | -11,27 | 2.553 | -12,33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 73.853 | -14,21 | 3.621 | -15,22 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 45.448 | -15,52 | 2.228 | -16,52 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 66.616 | -9,63 | 3.266 | -10,69 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3.216.439 | -8,94 | 157.680 | -10,03 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 8.085 | -14,40 | 396 | -15,38 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 6.234 | -6,75 | 306 | -7,85 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 4.729 | -47,33 | 232 | -48,09 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 6.218 | -8,46 | 305 | -9,79 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 155.053 | -38,53 | 7.602 | -39,26 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 4.813.806 | -8,06 | 236.021 | -9,15 | ||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 28.939 | -38,19 | 1.419 | -38,96 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8.949 | -0,15 | 439 | -1,35 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 53.701 | -4,66 | 2.633 | -5,80 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 18.629 | -1,05 | 913 | -1,40 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 19.491 | -92,06 | 956 | -92,16 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 4.453 | -3,68 | 0 | |||||
| 2025-04-23 | 13F | Keudell/Morrison Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 51.727 | -0,39 | 2.567 | -1,42 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 19.531 | -29,17 | 958 | -30,04 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 70.014 | -1,23 | 3.433 | -2,42 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 621 | -98,92 | 30 | -98,94 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2025-06-03 | 13F | Invst, LLC | 83.032 | -21,47 | 4.120 | -22,26 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 50.645 | -44,35 | 2.475 | -44,34 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 21.191 | -14,29 | 1.037 | -14,37 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares | 420.500 | -54,23 | 20.617 | -54,78 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 30.901 | -33,08 | 1.515 | -33,87 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 360.832 | -1,34 | 17.692 | -2,51 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 11.099 | -2,15 | 540 | -2,53 | ||||
| 2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 7.063 | -0,98 | 346 | -1,98 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24.403 | -26,36 | 1.196 | -27,25 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 8.927 | -8,35 | 438 | -9,52 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 17.437 | -18,57 | 852 | -19,87 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 49.744 | -11,36 | 2.439 | -12,43 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 11.581 | -1,62 | 568 | -2,91 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 33.096 | -20,88 | 1.623 | -21,83 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 54.224 | -87,91 | 2.691 | -88,03 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9.533 | -6,25 | 467 | -7,34 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 18.034 | -13,99 | 884 | -15,00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 10.645 | -6,16 | 522 | -7,30 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2.076.352 | -9,56 | 101.077 | -9,82 | ||||
| 2025-08-07 | 13F | Nwam Llc | 64.556 | -38,19 | 3.165 | -38,92 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 38.023 | -5,13 | 1.864 | -6,24 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 10.210 | -0,78 | 501 | -1,96 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 320.227 | -17,80 | 15.701 | -18,78 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 201.979 | -29,60 | 9.903 | -30,43 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Strategic Equity Management | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6.511 | -11,29 | 323 | -11,99 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 19.411 | -4,60 | 952 | -5,75 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 21.602 | -3,04 | 1.059 | -4,16 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 84.555 | -15,16 | 4.146 | -16,18 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 32.849 | -89,56 | 1.611 | -89,69 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 194.330 | -10,50 | 9.528 | -11,56 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 43.926 | -9,45 | 2.144 | -9,04 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 45.396 | -1,80 | 2.226 | -2,97 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8.626 | -55,76 | 423 | -56,36 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6.461 | -84,68 | 317 | -84,90 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 66.757 | -0,12 | 3.273 | -1,30 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7.229 | -22,96 | 354 | -23,87 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 208 | -27,53 | 10 | -23,08 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 78.464 | -1,68 | 3.847 | -2,83 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 13.263 | -6,99 | 650 | -8,06 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 261 | -32,73 | 13 | -36,84 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 16.099 | -1,78 | 789 | -2,95 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 25.867 | -17,51 | 1.268 | -18,51 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 212.271 | -3,59 | 10.408 | -4,74 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 40.573 | -27,15 | 1.989 | -28,01 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 66.896 | -0,50 | 3.280 | -1,71 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 535.770 | -2,47 | 26.269 | -3,63 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 6.760 | -96,72 | 331 | -96,76 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 76.035 | -32,62 | 3.728 | -33,43 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4.731 | -37,99 | 232 | -38,89 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 148.052 | -14,77 | 7.259 | -15,79 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 27.041 | -19,75 | 1.326 | -20,71 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 80.537 | -51,55 | 3.949 | -52,13 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | W Advisors, Llc | 25.140 | -12,75 | 1.233 | -13,79 | ||||
| 2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 182.517 | -30,50 | 8.934 | -30,00 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 6.232 | -31,01 | 306 | -31,92 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 8.807 | -4,97 | 432 | -6,10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10.931 | -1,96 | 536 | -3,25 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 24.999 | -6,19 | 1.226 | -7,34 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-04-02 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 37.903 | -4,75 | 1.858 | -5,88 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 79.631 | -51,21 | 3.904 | -51,80 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 79 | -99,77 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 8.727 | -5,67 | 428 | -6,97 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 39.858 | -6,97 | 1.954 | -8,05 | ||||
| 2025-05-13 | 13F | Lowe Brockenbrough & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 23.172 | -11,72 | 1.136 | -12,75 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 10.553 | -2,29 | 517 | -3,36 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13.313 | -14,04 | 653 | -15,10 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 92.579 | -1,70 | 4.539 | -2,87 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 18.536 | -37,36 | 909 | -38,15 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 14.970 | -2,55 | 734 | -3,81 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 4.460 | -45,72 | 219 | -46,44 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 1.016.108 | -10,79 | 50 | -12,50 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 87.631 | -15,86 | 4.297 | -16,86 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56.563 | -5,83 | 2.773 | -6,95 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 272.200 | -93,63 | 13.346 | -93,71 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 865.400 | -11,25 | 42.431 | -12,30 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 20.282 | -1,19 | 994 | -2,36 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 533.882 | -4,31 | 26.069 | -3,66 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 790.561 | -4,78 | 38.761 | -5,91 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 201.847 | -2,57 | 9.897 | -3,73 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 126.219 | -58,63 | 6.189 | -59,13 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 14.318 | -19,39 | 694 | -19,58 | ||||
| 2025-05-08 | 13F | Aldebaran Financial Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Human Investing LLC | 21.201 | -11,08 | 1.039 | -12,17 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 15.467 | -11,54 | 753 | -13,26 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 13.669 | -23,90 | 670 | -24,80 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 59.906 | -6,28 | 2.937 | -7,38 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 253.122 | -11,23 | 12.411 | -12,29 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 19.319 | -64,00 | 947 | -64,43 | ||||
| 2025-05-12 | 13F | Wambolt & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Avion Wealth | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 55.360 | -70,95 | 2.714 | -71,30 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 640.069 | -6,18 | 31.383 | -7,30 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 5.722 | -78,82 | 281 | -79,10 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 10.041 | -15,81 | 492 | -16,75 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 17.387 | -22,59 | 850 | -23,49 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 9.270 | -41,18 | 455 | -41,94 | ||||
| 2025-04-14 | 13F | Eagle Wealth Strategies Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 24.661.592 | -20,16 | 1.209.158 | -21,11 | ||||
| 2025-05-13 | 13F | Mill Creek Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1.500 | -71,38 | 74 | -71,92 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 62.932 | -30,32 | 3.086 | -31,15 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 27.575 | -13,00 | 1.352 | -14,06 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 951 | -87,65 | 47 | -87,96 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 20.916.716 | -8,74 | 1.025.547 | -9,83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7.856 | -75,97 | 385 | -76,26 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 56.097 | -30,09 | 2.750 | -30,90 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 135.378 | -11,06 | 6.638 | -12,12 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 44.000 | -67,12 | 2.157 | -67,51 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 4.287 | -31,78 | 210 | -32,48 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 393.005 | -1,12 | 19.269 | -2,29 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 21.750 | -3,07 | 1.066 | -4,31 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 47.332 | -25,62 | 2.321 | -26,51 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 5.585 | -69,26 | 274 | -69,70 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18.678 | -26,95 | 916 | -27,84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 41.724 | -23,05 | 2.046 | -23,98 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 4.236 | -1,44 | 208 | -2,82 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 15.186 | -19,55 | 745 | -20,51 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 9.963 | -68,24 | 488 | -68,64 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15.288 | -21,58 | 750 | -22,54 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5.294 | -35,57 | 260 | -36,36 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 84.506 | -27,97 | 4.143 | -28,83 | ||||
| 2025-07-10 | 13F | Security National Bank | 1.058 | -73,93 | 52 | -74,63 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14.022 | -1,71 | 687 | -2,83 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 14.067 | -45,13 | 690 | -45,83 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12.001 | -21,49 | 588 | -22,43 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11.026 | -62,80 | 541 | -63,27 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 332.078 | -3,43 | 16.282 | -4,58 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 11.608 | -11,19 | 569 | -14,82 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 22.447 | -42,51 | 1.101 | -43,21 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 7.475 | -23,06 | 366 | -24,07 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 21.286 | -41,52 | 1.044 | -42,22 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 14.294 | -33,63 | 1 | -100,00 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 279.910 | -27,25 | 14 | -31,58 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 180.599 | -3,83 | 8.855 | -4,98 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 145.095 | -19,12 | 7.114 | -20,08 | ||||
| 2025-07-23 | 13F | Optas, LLC | 15.166 | -49,93 | 744 | -50,53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 180.917 | -3,74 | 8.870 | -4,88 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 78.929 | -45,82 | 4 | -57,14 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8.330 | -43,70 | 408 | -44,41 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 101.282 | -29,52 | 4.966 | -30,36 | ||||
| 2025-04-01 | 13F | Emprise Bank | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 86.396 | -24,19 | 4.236 | -25,17 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 35.763 | -55,75 | 1.753 | -56,28 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 22.513 | -2,15 | 1.104 | -3,33 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 52.178 | -10,59 | 2.558 | -11,64 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 11.956 | -91,58 | 586 | -91,68 | ||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 502.680 | -8,52 | 24.646 | -9,61 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 122.830 | -6,44 | 6.022 | -7,55 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 32.947 | -7,26 | 1.615 | -8,34 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 32 | -97,15 | 2 | -98,18 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 4.487 | -57,61 | 220 | -58,29 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2.293.134 | -21,67 | 112.432 | -22,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 31.039 | -13,05 | 1.522 | -14,98 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 63.790 | -0,64 | 3.128 | -1,82 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 51.195 | -18,37 | 2.510 | -19,34 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 85.211 | -1,64 | 4.178 | -2,82 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 94.276 | -27,19 | 4.622 | -28,05 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 58.604 | -0,08 | 2.873 | -1,27 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 140.416 | -28,80 | 6.885 | -29,65 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 148.787 | -37,53 | 7.295 | -36,84 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 5.190 | -28,31 | 254 | -29,25 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 38.947 | -1,49 | 1.910 | -2,65 | ||||
| 2025-07-25 | NP | FMDTX - Franklin Maryland Tax-free Income Fund Class A1 | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-25 | NP | FXCTX - Franklin Connecticut Tax-free Income Fund Class A1 | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 7.104 | -53,65 | 348 | -54,21 | ||||
| 2025-07-25 | NP | FRPAX - Franklin Pennsylvania Tax-free Income Fund Class A1 | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 11.819 | -13,53 | 579 | -14,60 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 37.080 | -2,70 | 1.818 | -3,81 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4.792 | -6,28 | 235 | -7,51 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 2.351.684 | -2,97 | 115.303 | -4,12 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.000 | -15,90 | 49 | -15,52 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 79.250 | -14,96 | 3.886 | -15,96 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10.064 | -4,18 | 493 | -5,37 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 55.834 | -0,54 | 2.718 | -2,44 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 14.282 | -8,86 | 700 | -9,91 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 971 | -14,97 | 48 | -16,07 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 970.763 | -21,11 | 48 | -22,95 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 75.685 | -30,15 | 3.711 | -30,99 | ||||
| 2025-07-25 | NP | FMISX - Franklin Massachusetts Tax-free Income Fund Class A1 | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | NP | FRVAX - Franklin Virginia Tax-free Income Fund Class A1 | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8.095 | -25,46 | 397 | -26,39 | ||||
| 2025-07-25 | NP | FRNJX - Franklin New Jersey Tax-free Income Fund Class A1 | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 43.191 | -2,78 | 2.115 | -3,86 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 12.955 | -2,90 | 635 | -4,08 | ||||
| 2025-07-25 | NP | FNYTX - Franklin New York Tax-free Income Fund Class A1 | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-25 | NP | FXNCX - Franklin North Carolina Tax-free Income Fund Class A1 | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 54.483 | -11,49 | 2.703 | -12,38 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 17.579 | -8,74 | 862 | -9,84 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 18.861 | -12,67 | 925 | -13,73 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 25.709 | -7,98 | 1.261 | -9,09 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 16.583 | -14,93 | 813 | -15,93 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 58.115 | -6,14 | 2.849 | -7,26 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4.156 | -2,65 | 204 | -3,79 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 216.125 | -25,94 | 10.597 | -22,29 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 646.226 | -1,83 | 31.684 | -1,75 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 624.180 | -7,04 | 30.604 | -8,15 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 64.217 | -27,74 | 3.149 | -28,60 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 79.878 | -8,64 | 3.916 | -9,73 | ||||
| 2025-04-21 | 13F | Accelerate Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 20.929 | -0,11 | 1.026 | -1,25 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 11.886 | -88,38 | 583 | -88,54 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 26.021 | -2,24 | 1.276 | -3,41 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 24.062 | -80,89 | 1.180 | -81,13 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 114.272 | -23,50 | 5.603 | -24,41 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 84.034 | -36,76 | 4.119 | -37,52 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 4.467 | -49,21 | 219 | -49,77 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 55.674 | -12,08 | 2.730 | -13,14 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2.284 | -12,86 | 112 | -14,62 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 5.771 | -22,58 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9.710.516 | -5,55 | 476.107 | -6,67 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 34.996 | -2,58 | 1.716 | -3,76 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 83.560 | -24,71 | 4.097 | -25,61 | ||||
| 2025-05-05 | 13F | Peterson Wealth Services | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 194.856 | -29,94 | 9.554 | -30,77 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 3.678 | -85,88 | 180 | -86,07 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3.647 | -14,67 | 179 | -16,04 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2.039.201 | -12,93 | 99.982 | -13,97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1.567.346 | -6,70 | 76.847 | -7,81 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14.675 | -28,01 | 720 | -28,88 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 4.177 | -54,37 | 205 | -55,07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 5.900 | -45,37 | 289 | -45,98 | |||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 6.655 | -50,81 | 326 | -51,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14.700 | -86,78 | 721 | -86,95 | |||
| 2025-04-23 | 13F | Sabal Trust CO | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 75.869 | -1,53 | 3.720 | -2,69 | ||||
| 2025-04-30 | 13F | First Interstate Bank | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 91.353 | -6,20 | 4.479 | -7,31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 98.419 | -87,14 | 4.825 | -87,29 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 106.925 | -10,43 | 5.243 | -11,50 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 4.404 | -10,74 | 214 | -11,62 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 9.421 | -19,43 | 462 | -20,52 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 185.639 | -1,01 | 9.102 | -2,18 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 25.664 | -10,31 | 1.258 | -11,35 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 347 | -95,46 | 17 | -95,51 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 12.576 | -1,12 | 617 | -2,38 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 8.114 | -24,35 | 398 | -25,38 | ||||
| 2025-05-15 | 13F | Logan Stone Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4.713 | -19,37 | 231 | -20,34 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 25.867 | -6,44 | 1.268 | -8,51 | ||||
| 2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 21.146 | -12,17 | 1.037 | -13,23 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13.688 | -53,29 | 671 | -54,20 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 56.685 | -11,91 | 2.779 | -12,94 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 867.590 | -0,97 | 42.538 | -2,15 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 11.949 | -42,32 | 586 | -43,04 | ||||
| 2025-05-05 | 13F | Dahring | Cusmano Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 26.701 | -0,45 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 169.097 | -17,65 | 8.291 | -18,63 | ||||
| 2025-04-17 | 13F | Warther Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 255.174 | -8,11 | 12.510 | -9,20 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 20.086 | -39,76 | 985 | -40,51 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 148.846 | -26,21 | 7.298 | -27,09 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 6.872 | -78,41 | 337 | -78,72 | ||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 52.009 | -4,94 | 2.550 | -6,04 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 16.755 | -2,93 | 821 | -4,09 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 218.242 | -4,16 | 11 | -9,09 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3.549 | -36,64 | 173 | -37,91 | ||||
| 2025-04-10 | 13F | Long Run Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 23.976 | -26,42 | 1.176 | -27,29 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 22.311 | -19,70 | 1.083 | -20,19 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 34.660 | -4,67 | 1.699 | -5,82 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 54.320 | -5,69 | 2.663 | -6,82 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 23.363 | -10,31 | 1.145 | -11,38 | ||||
| 2025-05-12 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 4.376 | -5,81 | 215 | -6,96 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 36.126 | -0,44 | 1.771 | -1,61 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4.398 | -37,92 | 216 | -38,75 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 5.626 | -43,23 | 276 | -43,99 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 23.639 | -11,78 | 1.159 | -12,79 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 35.592 | -3,68 | 1.745 | -4,80 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Foster & Motley Inc | 287.579 | -1,55 | 14 | 0,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4.665 | -87,11 | 229 | -87,30 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 47.223 | -4,49 | 2.315 | -5,63 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1.594.827 | -6,45 | 78.194 | -7,56 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 110.933 | -1,25 | 5.439 | -2,40 | ||||
| 2025-04-04 | 13F | Webster Bank, N. A. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 80.379 | -4,44 | 3.941 | -5,56 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 50.710 | -7,63 | 2.486 | -8,74 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 11.560 | -43,72 | 565 | -44,65 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 6.163 | -44,03 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 52 | -22,39 | 3 | -33,33 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 699.132 | -0,84 | 34.278 | -2,02 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 162 | -49,53 | 8 | -46,67 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 11.497 | -3,24 | 564 | -3,10 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 675.264 | -12,89 | 33.108 | -13,92 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 59.456 | -9,17 | 2.915 | -10,22 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 52.205 | -30,68 | 2.560 | -31,50 | ||||
| 2025-08-07 | 13F | Commerce Bank | 39.398 | -10,09 | 1.932 | -11,18 | ||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 7.766 | -4,99 | 381 | -6,17 | ||||
| 2025-07-22 | NP | DMFFX - Destinations Municipal Fixed Income Fund Class I | 106.806 | -53,99 | 5.212 | -55,68 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 87.658 | -5,35 | 4.298 | -6,49 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 6.871.298 | -2,79 | 336.900 | -3,95 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 23.640 | -25,35 | 1.159 | -26,23 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 11.095 | -78,29 | 544 | -78,58 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 3.699.419 | -29,23 | 181.383 | -30,07 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 148.779 | -32,32 | 7.295 | -33,13 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 28.753 | -1,54 | 1.410 | -2,69 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 575.009 | -0,69 | 28.193 | -1,87 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 154.575 | -12,10 | 7.579 | -13,15 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Progressive Investment Management Corp | 5.816 | -0,14 | 285 | -1,04 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 53.583 | -8,77 | 2.627 | -9,85 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 12.128 | -20,08 | 595 | -21,12 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 61.434 | -29,51 | 3 | -25,00 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 166.672 | -27,73 | 8 | -27,27 |
