Mga Batayang Estadistika
Pemilik Institusional | 1251 total, 1251 long only, 0 short only, 0 long/short - change of 0.32% MRQ |
Alokasi Portofolio Rata-rata | 0.9631 % - change of -3.79% MRQ |
Saham Institusional (Jangka Panjang) | 409,251,180 (ex 13D/G) - change of 34.99MM shares 9.35% MRQ |
Nilai Institusional (Jangka Panjang) | $ 31,152,089 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (US:BSV) memiliki 1251 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 409,251,180 saham. Pemegang saham terbesar meliputi Envestnet Asset Management Inc, Morgan Stanley, Mercer Global Advisors Inc /adv, Jpmorgan Chase & Co, Allworth Financial LP, Empower Advisory Group, LLC, Goldman Sachs Group Inc, Northern Trust Corp, Bank Of America Corp /de/, and LPL Financial LLC .
Struktur kepemilikan institusional Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (ARCA:BSV) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 78.98 / share. Previously, on September 9, 2024, the share price was 78.55 / share. This represents an increase of 0.55% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | H&H Retirement Design & Management INC | 20,432 | 4.60 | 1,603 | 4.91 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 23,818 | -5.28 | 1,874 | -4.78 | ||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 17,650 | 16.67 | 1,389 | 17.23 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 5,994 | -0.71 | 472 | 0.00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 65,509 | 5.25 | 5,156 | 5.81 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4,875 | 4.79 | 382 | 5.25 | ||||
2025-08-05 | 13F | MKP Capital Management, L.L.C. | 970,000 | 0.00 | 76,339 | 0.54 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 918,429 | 1,747.98 | 72,280 | 1,759.05 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 753 | 36.91 | 59 | 37.21 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 7,553 | 0.00 | 594 | 0.51 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7,582 | -9.36 | 597 | -8.87 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 4,875 | -3.08 | 384 | -2.54 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 6,304 | 23.00 | 496 | 23.69 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 212,784 | -9.91 | 16,746 | -9.42 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | German American Bancorp, Inc. | 5,623 | 0.00 | 443 | 0.45 | ||||
2025-08-05 | 13F | Pointe Capital Management LLC | 6,175 | -2.06 | 486 | -1.62 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 11,175 | -1.09 | 879 | -0.57 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 847,680 | 4.23 | 66,712 | 4.79 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 3,249 | 13.13 | 256 | 13.84 | ||||
2025-08-14 | 13F | Valley Financial Group, Inc. | 17,156 | -1.82 | 1,350 | -1.24 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 3,767 | -67.68 | 296 | -67.54 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 497 | 39 | ||||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4,523 | -29.59 | 356 | -29.28 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | PMG Wealth Management, Inc. | 6,723 | -54.20 | 527 | -53.97 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 2,911 | 229 | ||||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 78,320 | 1.67 | 6,164 | 2.21 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 157,488 | 1.02 | 12,379 | 1.48 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 600 | 47 | ||||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 3,209 | 0.98 | 253 | 1.61 | ||||
2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 2,993 | 236 | ||||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 453,153 | 9.01 | 35,663 | 9.59 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 44,576 | 9.18 | 3,508 | 9.76 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 44,449 | 4.38 | 3,498 | 4.95 | ||||
2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 2,246 | 176 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 22,719 | 2.88 | 1,788 | 3.41 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 22,505 | -6.91 | 1,771 | -6.40 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 5,499 | 3.44 | 433 | 3.85 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 52,884 | 11.18 | 4,162 | 11.76 | ||||
2025-08-08 | 13F | Gts Securities Llc | 5,688 | 448 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 16,550,215 | -0.02 | 1,302,502 | 0.52 | ||||
2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Sachetta, LLC | 841 | 1.94 | 66 | 3.13 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 5,785 | -52.45 | 455 | -52.21 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 351 | -25.48 | 28 | -25.00 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 198,275 | 3.34 | 16 | 0.00 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 80,142 | -5.15 | 6,307 | -4.63 | ||||
2025-08-04 | 13F | One Day In July LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 175,698 | -5.52 | 13,827 | -5.01 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 7,596 | -7.98 | 1 | |||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 1,840 | 145 | ||||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 26 | -78.69 | 2 | -77.78 | ||||
2025-08-05 | 13F | Burney Co/ | 9,255 | -42.27 | 728 | -41.99 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 29,493 | -33.89 | 2,312 | -33.82 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 34,478 | -2.10 | 2,713 | -1.56 | ||||
2025-08-26 | NP | IRCAX - Voya Retirement Conservative Portfolio Class ADV | 158,099 | -1.49 | 12,442 | -0.96 | ||||
2025-04-25 | 13F | Essex LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5,867 | -5.61 | 462 | -5.14 | ||||
2025-07-10 | 13F | Bath Savings Trust Co | 70,156 | 2.16 | 5,521 | 2.72 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 6,236 | 6.14 | 491 | 6.75 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 247 | 19 | ||||||
2025-07-24 | 13F | JNBA Financial Advisors | 1,369 | -18.95 | 108 | -18.94 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 1,060 | -32.18 | 83 | -31.97 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 7,018 | 552 | ||||||
2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 77,305 | -5.77 | 6,084 | -5.28 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 178,103 | 35.23 | 14,017 | 35.96 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 188,180 | -12.80 | 14,810 | -12.33 | ||||
2025-08-12 | 13F | Archer Investment Corp | 13,895 | 0.50 | 1,094 | 1.02 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3,632 | 286 | ||||||
2025-08-13 | 13F | Crabel Capital Management, LLC | 9,314 | 122.61 | 733 | 124.16 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 3,625 | -66.23 | 285 | -66.07 | ||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 3,053 | 2.14 | 240 | 3.00 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 37,644 | 2.05 | 2,963 | 2.60 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 12,892 | -0.77 | 1,015 | -0.29 | ||||
2025-08-12 | 13F | Bokf, Na | 26,031 | 46.64 | 2,049 | 47.44 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 206,203 | -12.64 | 16,228 | -12.17 | ||||
2025-08-05 | 13F | Lincoln National Corp | 3,457,109 | -1.90 | 272,074 | -1.37 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 2,598 | 204 | ||||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 4,335 | 1.50 | 341 | 2.10 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 2,578 | 0.00 | 203 | 0.50 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 143 | 0.00 | 11 | 0.00 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 707,235 | -15.08 | 55,659 | -14.63 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 529,737 | -3.27 | 42 | -2.38 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 3 | 0.00 | 0 | |||||
2025-07-31 | 13F | Darden Wealth Group Inc | 4,014 | 316 | ||||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 557 | -93.18 | 643 | 0.63 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 38,775 | 0.35 | 3,052 | 2.21 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 18,184 | 2.15 | 1,431 | 2.73 | ||||
2025-07-11 | 13F | Westfuller Advisors, LLC | 38,935 | 0.54 | 3,064 | 1.09 | ||||
2025-08-13 | 13F | Financial & Tax Architects, LLC | 4,715 | 3.51 | 371 | 4.21 | ||||
2025-08-13 | 13F | MetLife Investment Management, LLC | 2,336,000 | 5.89 | 183,843 | 6.46 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 13,252 | 41.84 | 1,043 | 42.54 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 6,664 | 0.00 | 524 | 0.58 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 18,013 | 1,418 | ||||||
2025-08-04 | 13F | REDW Wealth LLC | 159,933 | 2.78 | 12,587 | 3.33 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 1,050 | 30.76 | 83 | 32.26 | ||||
2025-08-06 | 13F | Washington Trust Bank | 7,616 | 599 | ||||||
2025-08-07 | 13F | Davis R M Inc | 4,500 | -1.10 | 354 | -0.56 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 708 | 56 | ||||||
2025-07-29 | 13F | Lutz Financial Services LLC | 242,492 | -1.16 | 19,084 | -0.63 | ||||
2025-05-09 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 5,114 | 0.95 | 402 | 1.52 | ||||
2025-08-05 | 13F | Atlas Wealth Partners, LLC | 3,426 | 0.00 | 0 | |||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 616 | 48 | ||||||
2025-07-17 | 13F | MBA Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Northwest Bancshares, Inc. | 3,677 | -9.03 | 289 | -8.54 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 215,780 | 0.32 | 16,982 | 0.86 | ||||
2025-08-13 | 13F | Todd Asset Management Llc | 5,192 | 0.00 | 409 | 0.49 | ||||
2025-08-08 | 13F | Stephenson & Company, Inc. | 215,909 | 8.18 | 16,992 | 8.76 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 52,523 | -4.31 | 4,134 | -3.79 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 32,836 | 0.02 | 2,584 | 0.58 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 7,532 | 0.00 | 590 | 0.34 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 6,426 | 506 | ||||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 31,746 | -7.01 | 2,498 | -6.51 | ||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 173,003 | 1.32 | 13,615 | 1.86 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 2,902 | 10.93 | 228 | 11.76 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 330,410 | 5.59 | 26 | 8.33 | ||||
2025-07-15 | 13F | McAdam, LLC | 188,139 | 4.75 | 14,807 | 5.31 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 19,317 | 2.09 | 1,520 | 2.63 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 633,989 | 419.33 | 49,895 | 422.12 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 67,268 | 10.47 | 5,294 | 11.08 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 5,055 | -0.51 | 398 | 0.00 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 2,737 | 3.09 | 215 | 3.86 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 92,494 | -5.90 | 7 | 0.00 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 25,259 | 8.82 | 1,988 | 9.42 | ||||
2025-07-14 | 13F | Gridiron Partners, LLC | 9,994 | 0.00 | 787 | 0.51 | ||||
2025-08-14 | 13F | Karpus Management, Inc. | 60,670 | -7.54 | 4,775 | -7.05 | ||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 5,645 | -11.16 | 442 | -11.27 | ||||
2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 1,694 | 0.00 | 133 | 0.76 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 169,721 | -1.62 | 13,357 | -1.10 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 97,909 | 0.43 | 7,705 | 0.97 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,165 | -20.04 | 92 | -20.18 | ||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 88,805 | -56.06 | 6,989 | -55.83 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 25,633 | 0.60 | 2,017 | 1.15 | ||||
2025-08-11 | 13F | Covestor Ltd | 109 | 0 | ||||||
2025-08-13 | 13F | Fiduciary Group LLC | 29,991 | -5.11 | 2,360 | -4.61 | ||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 754,404 | -0.72 | 59,372 | -0.19 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 44,195 | 3.23 | 3,478 | 3.79 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 1,586 | 39,550.00 | 125 | 463.64 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 157,322 | -1.11 | 12,381 | -0.57 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Rossby Financial, LCC | 7,638 | 5.41 | 601 | 5.81 | ||||
2025-07-08 | 13F | Hickory Point Bank & Trust | 9,300 | 1.09 | 732 | 1.53 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,311,017 | -6.82 | 339,277 | -6.32 | ||||
2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 3,980 | -0.05 | 313 | 0.64 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 68,179 | -3.23 | 5,366 | -2.70 | ||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 551 | 43 | ||||||
2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 7,063 | 556 | ||||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 201,586 | 0.00 | 15,865 | 0.53 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 3,682 | 290 | ||||||
2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | Cumberland Partners Ltd | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Coastline Trust Co | 1,604 | -11.38 | 126 | -10.64 | ||||
2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 17,965 | -4.11 | 1,408 | -4.02 | ||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 2,728 | 0.00 | 215 | 0.47 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 826,927 | 1.83 | 65 | 3.17 | ||||
2025-07-31 | 13F | Prudent Man Advisors, LLC | 89,043 | 6.60 | 7,008 | 7.17 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 45,460 | 0.61 | 3,578 | 1.13 | ||||
2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4,921 | -1.09 | 387 | -0.51 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 51,419 | -7.71 | 4,047 | -7.22 | ||||
2025-08-14 | 13F | Elevatus Welath Management | 10,282 | -6.65 | 809 | -6.15 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 146,615 | 4.11 | 11,539 | 4.67 | ||||
2025-08-13 | 13F | Certior Financial Group, Llc | 25,829 | 3.53 | 2,033 | 4.05 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 20 | 2 | ||||||
2025-07-25 | 13F | Community Bank, N.A. | 1,350 | 0.00 | 106 | 0.95 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 1,292 | 0.00 | 102 | 0.00 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 36,709 | 16.45 | 2,889 | 17.11 | ||||
2025-07-31 | 13F | Nisa Investment Advisors, Llc | 19,872 | -5.10 | 1,564 | -4.64 | ||||
2025-07-09 | 13F | Baron Financial Group, LLC | 6,065 | -4.56 | 477 | -4.02 | ||||
2025-07-17 | 13F | Washington Capital Management Inc | 88,630 | 0.00 | 6,975 | 0.55 | ||||
2025-04-11 | 13F | Davis Capital Management | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Concord Wealth Partners | 74 | 0.00 | 6 | 0.00 | ||||
2025-07-31 | 13F | Red Wave Investments LLC | 12,181 | 0.00 | 959 | 0.52 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 165 | 1.23 | 13 | 0.00 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 898,178 | 6.19 | 70,687 | 6.77 | ||||
2025-07-15 | 13F | Optima Capital Llc | 2,711 | -13.55 | 213 | -13.06 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 3,860 | 0.00 | 304 | 0.33 | ||||
2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 14,284 | 1 | ||||||
2025-08-12 | 13F | MAI Capital Management | 33,887 | -11.10 | 2,667 | -10.66 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Exeter Financial, LLC | 116,905 | -9.51 | 9,200 | -9.03 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 5,928,304 | 79.46 | 448,360 | 73.38 | ||||
2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 926 | 0.87 | 73 | 1.41 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 4,154 | 327 | ||||||
2025-08-01 | 13F | Reliant Investment Partners, LLC | 6,435 | 0.00 | 506 | 0.60 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 103,739 | -0.75 | 8,164 | -0.21 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 14,378 | -46.88 | 1,127 | -46.81 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 37,830 | -20.47 | 3 | -33.33 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 435,969 | -3.77 | 34,311 | -3.26 | ||||
2025-07-28 | 13F | Strategent Financial, LLC | 2,845 | 0.00 | 224 | 0.45 | ||||
2025-07-21 | 13F | Life Planning Partners, Inc | 6,861 | -4.55 | 540 | -4.09 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 14,734 | 3.97 | 1,160 | 4.51 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 4,600 | 0.00 | 362 | 0.56 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 171,356 | 0.11 | 13,486 | 0.64 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Brookmont Capital Management | 9,007 | 0.07 | 709 | 0.57 | ||||
2025-04-21 | 13F | Friedenthal Financial | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 6,055 | -4.86 | 0 | |||||
2025-08-06 | 13F | North Capital, Inc. | 492 | 0.00 | 39 | 0.00 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 8,947 | 0.00 | 704 | 0.57 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 1,880 | 148 | ||||||
2025-08-06 | 13F | Legacy Bridge, LLC | 50 | 0.00 | 4 | 0.00 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 2,582 | 2.62 | 203 | 3.57 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Center For Asset Management LLC | 9,825 | -5.37 | 759 | -6.65 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 16,995 | 83.19 | 1,338 | 84.16 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 42,391 | 0.78 | 3,336 | 1.34 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 166,762 | 12.01 | 13,124 | 12.61 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1,776,660 | 2.10 | 139,823 | 2.64 | ||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 2,584 | 0.00 | 203 | 0.50 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4,201 | 38.65 | 330 | 39.83 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 44,750 | -9.53 | 3,522 | -9.04 | ||||
2025-08-12 | 13F | Camden National Bank | 4,023 | -2.43 | 317 | -1.86 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 71,550 | -0.82 | 5,631 | -0.30 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 487 | 90.23 | 38 | 90.00 | ||||
2025-08-14 | 13F | Millennium Management Llc | 17,720 | 164.12 | 1,395 | 165.52 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 4,600 | 362 | ||||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 3,798 | 299 | ||||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 19,486 | -3.44 | 1,534 | -2.91 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 24,929 | -17.07 | 1,962 | -16.66 | ||||
2025-07-18 | 13F | Powers Advisory Group, LLC | 11,634 | -1.71 | 916 | -1.19 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 17,468 | -5.73 | 1,375 | -5.24 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1,121,749 | 12.41 | 87,662 | 11.88 | ||||
2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 6,719 | -2.81 | 529 | -2.40 | ||||
2025-07-24 | 13F | Moseley Investment Management Inc | 3,277 | -2.79 | 258 | -2.28 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4,871 | -1.22 | 383 | -0.78 | ||||
2025-05-06 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 81,574 | -24.83 | 6,420 | -24.44 | ||||
2025-07-29 | 13F | Unison Advisors LLC | 14,190 | -20.95 | 1,117 | -20.57 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 822 | 0.00 | 65 | 0.00 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 5,658 | 34.36 | 445 | 35.26 | ||||
2025-07-25 | 13F | FIDELIS iM, LLC | 67,918 | -13.06 | 5,345 | 88,983.33 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 13,410 | 1.04 | 1,055 | 1.64 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 82,616 | 2.17 | 6,502 | 2.72 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 6,723 | -51.34 | 1 | -100.00 | ||||
2025-08-01 | 13F | Wincap Financial Llc | 3,408 | -96.20 | 268 | -96.18 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 16,025 | 18.15 | 1,261 | 18.85 | ||||
2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 10,363 | -7.46 | 816 | -6.96 | ||||
2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 17,772 | 0.00 | 1 | 0.00 | ||||
2025-07-17 | 13F | HCR Wealth Advisors | 7,940 | 0.00 | 625 | 0.48 | ||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 54,425 | -0.53 | 4,273 | 0.00 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1,389 | 0.00 | 109 | 0.93 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3,936 | 0.05 | 310 | 0.65 | ||||
2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 25,029 | -25.48 | 1,970 | -25.10 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 109,650 | -35.01 | 8,629 | -34.66 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 237 | 0.00 | 19 | 0.00 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 132,857 | 13.50 | 10,456 | 14.11 | ||||
2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 4,461 | 0.95 | 351 | 1.74 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 1,704 | 0.53 | 134 | 1.52 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 82,103 | 67.10 | 6,424 | 67.35 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 53 | -74.40 | 4 | -75.00 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
2025-04-30 | 13F | Sofos Investments, Inc. | 51,725 | 17.31 | 4,049 | 21.74 | ||||
2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Graypoint LLC | 15,586 | -13.11 | 1,227 | -12.68 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,229 | 2.67 | 97 | 3.23 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 85,755 | 3.71 | 6,749 | 4.25 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 152 | -24.00 | 12 | -26.67 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 655 | 0.00 | 52 | 0.00 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 57,250 | 0.88 | 4,506 | 1.42 | ||||
2025-07-23 | 13F | HMV Wealth Advisors, LLC | 32,864 | 28.06 | 2,586 | 28.78 | ||||
2025-07-11 | 13F | Essex Savings Bank | 2,551 | 201 | ||||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 15,900 | -9.62 | 1,251 | -9.15 | ||||
2025-08-14 | 13F | Man Group plc | 139,943 | -11.78 | 11,014 | -11.31 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 5,583 | 2.95 | 439 | 3.54 | ||||
2025-08-01 | 13F | Planning Directions Inc | 194,290 | -1.20 | 15,291 | -0.67 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 160,843 | 3.92 | 12,658 | 4.48 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 28,568 | -7.29 | 2,248 | -6.80 | ||||
2025-04-23 | 13F | Sunesis Advisors, LLC | 85,215 | 0.01 | 6,671 | 1.32 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 271,146 | 49.36 | 21 | 50.00 | ||||
2025-07-18 | 13F | United Bank | 11,034 | 0.00 | 868 | 0.58 | ||||
2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 35,826 | 0.45 | 2,820 | 1.00 | ||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 4,081 | 4.21 | 321 | 4.90 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 2,658 | -40.68 | 209 | -40.29 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 182,313 | 3.37 | 14,348 | 3.93 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 375,726 | 20.67 | 29,412 | 22.25 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,622 | -60.51 | 442 | -60.32 | ||||
2025-07-21 | 13F | Compass Planning Associates Inc | 108,282 | 23.33 | 8,522 | 24.00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 3,196 | -31.15 | 252 | -30.85 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 30,032 | -0.26 | 2,365 | 0.34 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 3,048 | -0.49 | 240 | 0.00 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 5,949 | 6.79 | 466 | 6.88 | ||||
2025-07-18 | 13F | First Pacific Financial | 760 | 60 | ||||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 4,157 | -37.07 | 327 | -36.75 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 1,825 | 0.00 | 141 | 1.44 | ||||
2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 552,759 | 9.64 | 43,502 | 10.23 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 153,399 | 5.00 | 12,073 | 5.56 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | K2 Financial Inc. | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Apella Capital, LLC | 1,621,727 | -4.53 | 126,819 | -4.33 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 4,653 | -13.91 | 366 | -13.48 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 648,142 | 7.72 | 51 | 8.51 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 28,167 | -4.23 | 2,212 | -3.79 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 12,805 | 25.40 | 1,008 | 26.03 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 12,604 | 23.71 | 992 | 24.34 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 27,647 | -31.53 | 2,161 | -31.62 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | St Germain D J Co Inc | 300 | 0.00 | 24 | 0.00 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 14,421 | 1.20 | 1,135 | 1.70 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 7,124 | 15.41 | 561 | 16.42 | ||||
2025-08-13 | 13F | ESL Trust Services, LLC | 2,235 | 28.82 | 176 | 29.63 | ||||
2025-08-13 | 13F | Elgethun Capital Management | 5,310 | -17.80 | 418 | -17.43 | ||||
2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9,599 | -19.28 | 755 | -18.82 | ||||
2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 31,132 | 3.67 | 2,450 | 4.75 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 25 | 0.00 | 2 | 0.00 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 9,320 | 10.44 | 733 | 11.06 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1,288,493 | 9.46 | 101,281 | 9.96 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 28,772 | 4.93 | 2,264 | 5.50 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 103,952 | 1.53 | 8,181 | 2.08 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 18,117 | -1.31 | 1,426 | -0.77 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F/A | Red Mountain Financial, LLC | 39,426 | 1.50 | 3,103 | 2.04 | ||||
2025-08-11 | 13F | FSC Wealth Advisors, LLC | 65 | 0.00 | 5 | 0.00 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 136,734 | 10,761 | ||||||
2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 3,637 | 10.21 | 286 | 10.85 | ||||
2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 95,383 | -2.23 | 7,507 | -1.70 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 65,989 | 5.47 | 5,193 | 6.04 | ||||
2025-08-13 | 13F | RIA Advisory Group LLC | 8,416 | -23.84 | 662 | -23.47 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 267,000 | 2.77 | 21,013 | 3.32 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 2,837 | -26.08 | 223 | -25.75 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 26 | 0.00 | 0 | |||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 24,413 | -8.73 | 1,911 | -8.13 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 26 | 2 | ||||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 20,047 | 5.62 | 1,578 | 6.20 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 33,526 | 8.57 | 2,638 | 9.14 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 9,996 | 0.00 | 787 | 0.51 | ||||
2025-07-18 | 13F | Wiser Wealth Management, Inc | 201,675 | 1.69 | 15,872 | 2.24 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 8,606 | -8.65 | 677 | -8.14 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 2,812 | 0.00 | 221 | 0.45 | ||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 6,852 | 4.12 | 539 | 4.66 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 4,247 | -8.41 | 334 | -7.73 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 10,929 | -7.45 | 860 | -6.93 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 9,402 | -4.57 | 740 | -4.15 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 278,231 | 32.54 | 21,728 | 32.22 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 245,438 | -0.22 | 19,316 | 0.32 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7,226 | 5.63 | 569 | 6.17 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 4,952 | 0.00 | 390 | 0.52 | ||||
2025-08-12 | 13F | LPL Financial LLC | 6,747,834 | 7.07 | 531,054 | 7.64 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 161 | 13 | ||||||
2025-08-26 | 13F | Nautilus Advisors LLC | 3,800 | 0.00 | 299 | 0.67 | ||||
2025-07-29 | 13F | Vectors Research Management, LLC | 12,748 | -31.81 | 1,003 | -31.44 | ||||
2025-07-28 | 13F | Copia Wealth Management | 190 | 0.00 | 15 | 0.00 | ||||
2025-07-31 | 13F/A | Avion Wealth | 33,997 | -25.85 | 3 | -33.33 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 7,577 | -0.08 | 596 | 0.51 | ||||
2025-07-18 | 13F | Loudon Investment Management, LLC | 10,655 | -1.62 | 839 | -1.06 | ||||
2025-08-15 | 13F | Morgan Stanley | 37,597,584 | 151.93 | 2,958,930 | 153.28 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 3,890 | 306 | ||||||
2025-08-08 | 13F | Red Cedar Investment Management, Llc | 10,560 | 0.00 | 831 | 0.61 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15,722 | 11.42 | 1,237 | 12.05 | ||||
2025-07-11 | 13F | First PREMIER Bank | 17,113 | -3.05 | 1 | 0.00 | ||||
2025-07-15 | 13F | Tenon Financial LLC | 3,087 | 0.95 | 243 | 1.26 | ||||
2025-08-07 | 13F | Midwest Trust Co | 4,509 | 355 | ||||||
2025-07-14 | 13F | BetterWealth, LLC | 245,236 | 7.00 | 19,300 | 7.57 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 282,197 | 4.32 | 22,209 | 4.87 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 135,563 | -4.68 | 10,669 | -4.17 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 76,275 | 0.96 | 6,003 | 1.49 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 20,325 | 0.00 | 1,591 | 1.34 | ||||
2025-08-12 | 13F | Change Path, LLC | 391,744 | -0.07 | 30,830 | 0.47 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 4,915,109 | -6.00 | 386,819 | -5.49 | ||||
2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 6,287 | -2.03 | 495 | -1.59 | ||||
2025-07-30 | 13F | Whittier Trust Co | 31,101 | -1.65 | 2,448 | -1.13 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3,519 | -33.67 | 277 | -33.49 | ||||
2025-07-30 | 13F | VCI Wealth Management LLC | 101,239 | 13.16 | 7,968 | 13.77 | ||||
2025-08-12 | 13F | Associated Banc-corp | 340,227 | 3.42 | 26,776 | 3.97 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 2,908 | 0.97 | 229 | 1.33 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 233,383 | 0.19 | 18,367 | 0.73 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 4,169 | -3.34 | 328 | -2.67 | ||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 12,458 | -2.51 | 980 | -0.71 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 191,992 | 6.45 | 15,110 | 7.02 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 35,972 | 5.90 | 3 | 0.00 | ||||
2025-08-06 | 13F | Agf Management Ltd | 51,475 | -8.65 | 4,051 | -8.16 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 3,547 | -0.56 | 279 | 0.00 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 38,156 | 65.33 | 3,003 | 66.22 | ||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 3,133 | -0.67 | 245 | -0.41 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 102,903 | -3.99 | 8,099 | -3.48 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 5,911 | -95.74 | 465 | -95.72 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 179 | 0.00 | 14 | 0.00 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 4,269 | 27.55 | 336 | 28.35 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 540,412 | -2.84 | 43 | -2.33 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 1,634 | 0.00 | 129 | 0.79 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 21,738 | 6.12 | 1,711 | 6.67 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 706,900 | -44.95 | 55,633 | -44.65 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 3,095 | 4.49 | 244 | 5.19 | ||||
2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 37,138 | -0.91 | 2,910 | -0.58 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 3,528 | -73.10 | 278 | -72.66 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 165,659 | 14.34 | 13,037 | 14.95 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 4,467 | -2.91 | 352 | -2.50 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 22,558 | 14.51 | 1,775 | 15.11 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3,784 | 4.79 | 296 | 4.96 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 76,274 | -3.11 | 6,003 | -2.60 | ||||
2025-08-11 | 13F | Citigroup Inc | 598,569 | 35.49 | 47,107 | 36.21 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21 | -82.79 | 2 | -88.89 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 6,723 | -12.01 | 529 | -11.71 | ||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 50,585 | -3.34 | 3,981 | -2.81 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 28,824 | 0.86 | 2,268 | 1.39 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 10,158 | -29.25 | 799 | -28.85 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 765 | 0.00 | 60 | 1.69 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 4,194 | 17.84 | 330 | 18.71 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 3,689 | 0.00 | 290 | 0.69 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 42,166 | -13.50 | 3,318 | -13.05 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Grove Bank & Trust | 723 | 0.00 | 57 | 0.00 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 9,963 | -7.42 | 784 | -6.89 | ||||
2025-07-11 | 13F | Bell Bank | 14,538 | 1,144 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 141,716 | 3.42 | 11,153 | 3.98 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 9,778 | 3.50 | 770 | 4.48 | ||||
2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 74,530 | -4.76 | 5,840 | -4.45 | ||||
2025-08-11 | 13F | Trajan Wealth LLC | 415,788 | 18.44 | 32,722 | 19.07 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 31,852 | -3.42 | 2,507 | -2.91 | ||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 100,955 | 0.99 | 7,945 | 1.55 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 14,026 | 0.19 | 1,104 | 0.73 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 470 | 1.08 | 37 | 0.00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 238,225 | 865.61 | 18,748 | 870.90 | ||||
2025-07-15 | 13F | Hall Laurie J Trustee | 14,267 | 0.00 | 1,123 | 0.54 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 9,668 | 761 | ||||||
2025-07-23 | 13F | Massachusetts Wealth Management | 28,927 | 1.97 | 2,277 | 2.52 | ||||
2025-07-21 | 13F | Successful Portfolios LLC | 65,924 | 9.27 | 5,188 | 9.87 | ||||
2025-07-09 | 13F | Burt Wealth Advisors | 14,754 | -1.67 | 1,161 | -1.11 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 86,892 | 0.00 | 6,802 | 0.00 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 289 | 23 | ||||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 241,199 | -1.34 | 18,982 | -0.81 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8,700 | -0.58 | 685 | -0.15 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 5,648 | -33.53 | 443 | -33.03 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Rise Advisors, LLC | 45 | 4 | ||||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 150 | 12 | ||||||
2025-07-18 | 13F | PFG Investments, LLC | 10,174 | 8.10 | 801 | 8.70 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 71,224 | 16.93 | 5,605 | 17.55 | ||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 5,245 | 0.00 | 413 | 0.49 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 384,604 | -2.85 | 30,268 | -2.32 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 2,754 | 2.76 | 217 | 3.35 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 18,824 | -19.79 | 1,481 | -19.38 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6,485 | 8.37 | 510 | 8.97 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 61,992 | 2.31 | 4,879 | 2.87 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 19,988 | -12.49 | 1,573 | -11.98 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 792,001 | -0.68 | 62,330 | -0.14 | ||||
2025-08-14 | 13F | Sei Investments Co | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 9,116 | -4.55 | 717 | -4.02 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 13,196 | 9.28 | 1,039 | 9.84 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 63,065 | 21.06 | 4,963 | 21.73 | ||||
2025-08-12 | 13F | Watchman Group, Inc. | 3,579 | 0.00 | 282 | 0.36 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 528,638 | -0.52 | 41,361 | -0.57 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Estate Counselors, LLC | 215,481 | 944.20 | 16,958 | 950.03 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 64,303 | 5,061 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 9,609 | -2.94 | 756 | -2.33 | ||||
2025-07-22 | 13F | Safir Wealth Advisors, LLC | 191,156 | 1.82 | 15,044 | 2.37 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 12,249 | 5.97 | 964 | 6.64 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 68,115 | 0.29 | 5,361 | 0.83 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 67,518 | -1.53 | 5,314 | -1.01 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 2,638 | -89.87 | 208 | -89.84 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 12,801 | 5.90 | 1,007 | 6.45 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 10,956 | -12.48 | 863 | -12.03 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 309 | 24 | ||||||
2025-08-13 | 13F | Scotia Capital Inc. | 150,794 | 5.15 | 11,867 | 5.72 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13,639 | -38.90 | 1,073 | -38.58 | ||||
2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 200 | -16.67 | 16 | -16.67 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11,361 | -0.93 | 894 | -0.33 | ||||
2025-07-16 | 13F | Plancorp, LLC | 34,167 | 3.54 | 2,689 | 4.07 | ||||
2025-08-13 | 13F | Alerus Financial Na | 39 | 3 | ||||||
2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 137,660 | 1.04 | 10,834 | 1.58 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 304,067 | 7.31 | 23,930 | 8.12 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 413,497 | 4.97 | 32,542 | 5.53 | ||||
2025-08-12 | 13F | Barr E S & Co | 488,355 | -5.71 | 38,434 | -5.21 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 392,738 | 4.53 | 30,909 | 5.09 | ||||
2025-08-01 | 13F | James Investment Research Inc | 5,811 | 0.02 | 457 | 0.66 | ||||
2025-08-08 | 13F | Horrell Capital Management, Inc. | 635 | 0.00 | 50 | 13.95 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 68,868 | 2.97 | 5,420 | 3.51 | ||||
2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Barrett & Company, Inc. | 10,563 | 0.02 | 831 | 0.61 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 997 | -22.05 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 2,604,203 | 2.77 | 204,951 | 3.32 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11,612 | -9.32 | 914 | -8.88 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 30,418 | 14.17 | 2,394 | 14.77 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 4,004 | 54.83 | 315 | 56.72 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 10 | -58.33 | 1 | -100.00 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 3,291 | 2.81 | 259 | 3.60 | ||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 8,664 | 0.00 | 682 | 0.44 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 1,085 | 0.00 | 85 | 1.19 | ||||
2025-07-29 | 13F | Alaska Permanent Capital Management | 164,105 | 6.81 | 12,912 | 7.38 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 4,419 | 2.22 | 348 | 2.66 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 266 | 21 | ||||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 6,309 | -1.82 | 497 | -1.39 | ||||
2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 7,618 | 0.00 | 600 | 0.50 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 508 | 0.00 | 40 | 0.00 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 1,890 | 0.00 | 0 | |||||
2025-04-08 | 13F | Verde Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 83,612 | -8.03 | 6,580 | -7.53 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4,405 | 5.74 | 347 | 6.13 | ||||
2025-07-25 | 13F | RoundAngle Advisors LLC | 6,365 | -2.33 | 501 | -1.96 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 862,306 | 0.71 | 67,863 | 1.25 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 600 | 0.00 | 47 | 2.17 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2,187 | -6.54 | 0 | -100.00 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2,651 | -0.75 | 208 | -0.96 | ||||
2025-05-15 | 13F | Macquarie Group Ltd | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | WFA of San Diego, LLC | 190 | 0.00 | 15 | 0.00 | ||||
2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 6,147 | -1.76 | 484 | -1.23 | ||||
2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 403,260 | 483.74 | 31,737 | 486.94 | ||||
2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 6,437 | 0.00 | 507 | 0.60 | ||||
2025-07-18 | 13F | Woodward Diversified Capital, Llc | 26,633 | 107.07 | 2,096 | 108.35 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 832 | 0.00 | 65 | 0.00 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 19,568 | 60.66 | 1,540 | 61.59 | ||||
2025-08-01 | 13F | Bull Oak Capital, LLC | 63,428 | 8.51 | 4,992 | 9.09 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 619 | -14.97 | 49 | -14.29 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 7,124 | -0.04 | 561 | 0.54 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 87,667 | 164.35 | 6,899 | 165.76 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 40,745 | -5.85 | 3 | 0.00 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 14,537 | 0.01 | 1,144 | 0.62 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 40,322 | 47.07 | 3,173 | 47.86 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 8,921 | 31.13 | 698 | 31.20 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 679,972 | 5.55 | 53,514 | 6.11 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1,899,521 | 3.99 | 149,492 | 4.55 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 12,135 | -0.82 | 955 | -0.21 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,661 | -10.73 | 209 | -10.30 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 30,694 | 0.00 | 2,416 | 0.54 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 4,266 | 336 | ||||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3,090 | -18.06 | 243 | -17.63 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 12,653 | 20.20 | 996 | 20.75 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 5,362 | -2.88 | ||||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14,261 | 19.05 | 1,122 | 19.74 | ||||
2025-05-01 | 13F | Fulton Breakefield Broenniman Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Birchbrook, Inc. | 390 | -67.31 | 31 | -67.74 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3,550 | -32.06 | 279 | -30.77 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 4,136 | -31.32 | 325 | -31.00 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 19,678 | -8.38 | 1,549 | -7.91 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 3,194 | 0.00 | 251 | 0.40 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 708 | 0 | ||||||
2025-07-28 | 13F | Courier Capital Llc | 9,725 | -33.69 | 765 | -33.30 | ||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 8,723 | 7.64 | 1 | |||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 2,560 | -10.55 | 201 | -10.27 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 340,102 | -5.80 | 26,766 | -5.30 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 48,781 | -0.39 | 3,839 | 0.16 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 2,757 | -12.03 | 216 | -11.16 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 11,173 | 0.24 | 880 | 0.80 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 2,831 | -5.19 | 223 | -4.72 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 3,757 | -23.12 | 294 | -23.04 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 427 | 0.00 | 34 | 0.00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 382,030 | -3.11 | 30,066 | -2.59 | ||||
2025-07-21 | 13F | HT Partners LLC | 43,498 | -0.93 | 3,423 | -0.38 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 57,299 | 4,509 | ||||||
2025-08-11 | 13F | Seizert Capital Partners, Llc | 5,831 | 0.92 | 459 | 1.33 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 8,491 | 2.80 | 668 | 3.41 | ||||
2025-08-14 | 13F | Dearborn Partners Llc | 3,388 | 0.00 | 267 | 0.38 | ||||
2025-07-16 | 13F | American National Bank | 152 | 0.00 | 12 | 0.00 | ||||
2025-07-18 | 13F | Cooper Financial Group | 12,248 | 6.91 | 964 | 7.48 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 16,647 | -0.19 | 1,303 | 1.16 | ||||
2025-05-07 | 13F | Financially Speaking Inc | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 42,803 | 29.52 | 3,369 | 30.24 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 63,773 | -9.76 | 5 | 0.00 | ||||
2025-08-14 | 13F | Enstar Group LTD | 32,166 | 0.00 | 2,531 | 0.56 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 13,483 | 114.49 | 1,061 | 118.76 | ||||
2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 3,534 | 0.00 | 278 | 0.72 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2,669 | -86.25 | 210 | -86.18 | ||||
2025-08-14 | 13F | Sentinus, LLC | 3,415 | 31.04 | 269 | 32.02 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 93 | 1.09 | 0 | |||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 28,155 | 5.33 | 2,216 | 5.88 | ||||
2025-08-14 | 13F | Graney & King, LLC | 9 | -85.00 | 1 | -100.00 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 20,941 | 12.45 | 1,648 | 13.11 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 4,034 | -0.98 | 317 | -0.31 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Aureus Asset Management, LLC | 13,164 | -8.30 | 1,036 | -7.75 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 166 | 0.00 | 13 | 8.33 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 2,898 | -3.98 | 228 | -3.39 | ||||
2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 45,260 | -77.47 | 3,566 | -76.84 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 717 | 0.00 | 56 | 0.00 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 150 | -94.72 | 12 | -95.05 | ||||
2025-07-07 | 13F | Investors Research Corp | 426 | 0.47 | 34 | 0.00 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 880,583 | 5.80 | 69,302 | 6.36 | ||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 20,999 | 1.41 | 1,653 | 1.98 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 46,979 | 16.74 | 3,697 | 17.37 | ||||
2025-07-15 | 13F | Verum Partners LLC | 21,264 | -10.80 | 1,673 | -10.34 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 190,176 | -12.55 | 14,967 | -12.08 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 12,913 | 0.02 | 1,011 | 1.30 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1,414,161 | 3.80 | 111,295 | 4.36 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 5,461 | -66.67 | 428 | -66.61 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 27,455 | -8.59 | 2,161 | -8.12 | ||||
2025-07-29 | 13F | Regions Financial Corp | 10,103 | 19.43 | 795 | 20.09 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 58,247 | -1.34 | 4,584 | -0.80 | ||||
2025-07-16 | 13F | ORG Partners LLC | 2,102 | 32.70 | 165 | 33.33 | ||||
2025-07-18 | 13F | Benchmark Wealth Management, LLC | 25,455 | 22.59 | 2,003 | 23.26 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 4,395 | -13.64 | 346 | -13.32 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 1,408,807 | 4.33 | 110,873 | 4.89 | ||||
2025-05-06 | 13F | Clifford Swan Investment Counsel Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 3,370 | 0.00 | 265 | 0.76 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 33,655 | 26.82 | 2,649 | 27.49 | ||||
2025-08-14 | 13F | Granite FO LLC | 2,628 | 0.34 | 207 | 0.49 | ||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 8,874 | -13.92 | 698 | -13.51 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 32,198,341 | 58.23 | 2,534,010 | 59.08 | ||||
2025-07-23 | 13F | Penney Financial, LLC | 3,930 | -6.47 | 309 | -5.79 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 13,842 | 2.79 | 1,089 | 3.32 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,863 | -10.62 | 698 | -10.18 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 3,402 | 0.32 | 268 | 0.75 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 10,812 | 6.82 | 851 | 7.32 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 12,205 | -7.36 | 961 | -6.89 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 2,746 | 0.11 | 216 | 0.93 | ||||
2025-08-11 | 13F | Alps Advisors Inc | 367,979 | -0.25 | 28,960 | 0.28 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 7,468,753 | -11.27 | 587,791 | -10.79 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 704 | 55 | ||||||
2025-07-23 | 13F | Slow Capital, Inc. | 58,010 | -0.25 | 4,565 | 0.29 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 116,781 | -49.80 | 9 | -50.00 | ||||
2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 67,978 | 26.93 | 5,327 | 27.32 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 22,874 | 1.48 | 1,791 | 2.81 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,117 | -0.33 | 639 | 0.16 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 218,136 | 20.91 | 17,167 | 21.56 | ||||
2025-08-08 | 13F | Everett Harris & Co /ca/ | 36,445 | -4.86 | 2,868 | -4.34 | ||||
2025-08-14 | 13F | Voya Financial Advisors, Inc. | 358,884 | 5.09 | 28,208 | 5.58 | ||||
2025-08-11 | 13F | Shufro Rose & Co Llc | 3,187 | -12.68 | 249 | -12.63 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 96 | 0.00 | 8 | 0.00 | ||||
2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 3,559 | 0.00 | 280 | 0.72 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 5,128 | -38.58 | 404 | -38.28 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | BankPlus Trust Department | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 1,812,600 | 60.23 | 142,652 | 61.09 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 38,685 | -1.94 | 3,045 | -1.42 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Twin City Private Wealth, Llc | 4,379 | 0.18 | 345 | 0.58 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 29,034 | 0.96 | 2,285 | 1.47 | ||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 434,542 | 46.58 | 34,198 | 47.37 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 3,545 | 279 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 8,799 | -4.38 | 692 | -3.89 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 3,418 | -2.37 | 269 | -1.82 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 5,055 | 0.00 | 398 | 0.51 | ||||
2025-08-11 | 13F | Lummis Asset Management, LP | 2,460 | 0.00 | 194 | 0.52 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 3,041 | 0.03 | 239 | 0.84 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 6,023 | 0.10 | 474 | 0.64 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 138,941 | -59.61 | 10,935 | -59.39 | ||||
2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 54,423 | 4,283 | ||||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 5,192 | 0.00 | 409 | 0.49 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 7,415 | 0.24 | 584 | 0.69 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 49,903 | -0.41 | 3,927 | 0.13 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 458 | 1,137.84 | 36 | 1,700.00 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 2,547 | 200 | ||||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 4,008 | -20.51 | 315 | -20.05 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9,102 | 0.73 | 716 | 1.27 | ||||
2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 21,573 | 21.49 | 1,698 | 22.09 | ||||
2025-07-15 | 13F | Kwmg, Llc | 181,869 | 45.49 | 14,313 | 46.27 | ||||
2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 59,893 | -32.40 | 4,714 | -32.04 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 45,404 | -1.12 | 3,573 | -0.58 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 112 | 0.00 | 9 | 0.00 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 3,472 | -6.74 | 271 | -6.87 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 32,668 | 3.86 | 2,571 | 4.39 | ||||
2025-07-17 | 13F | Financial Partners Group, LLC | 72,595 | 5,713 | ||||||
2025-07-25 | 13F | Wealth Architects, LLC | 54,578 | 7.43 | 4,295 | 8.02 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 6,529 | -0.99 | 514 | -0.58 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Wealthquest Corp | 409,564 | 5.46 | 32,233 | 6.02 | ||||
2025-07-25 | 13F | Parker Financial LLC | 140,306 | 2.99 | 11,042 | 3.53 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 205 | 0.00 | 16 | 0.00 | ||||
2025-07-23 | 13F | First Merchants Corp | 749,453 | 1.70 | 58,982 | 2.25 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 5,980 | 0.00 | 471 | 0.43 | ||||
2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8,517 | 145.66 | 667 | 151.32 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 15,934 | 4.16 | 1,254 | 4.68 | ||||
2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 921,258 | 2.63 | 72,503 | 3.19 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 34,907 | -10.53 | 3 | -33.33 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 247 | 39.55 | 19 | 46.15 | ||||
2025-08-14 | 13F | Voya Investment Management Llc | 158,059 | -1.52 | 12,439 | -0.99 | ||||
2025-07-30 | 13F | Axiom Financial Strategies, LLC | 24,873 | -12.06 | 1,958 | -11.61 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 11,975 | 942 | ||||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 36,552 | 2,877 | ||||||
2025-08-05 | 13F | Centennial Bank/AR/ | 54,127 | -3.16 | 4,260 | -2.65 | ||||
2025-08-06 | 13F | Equity Investment Corp | 12,118 | 0.95 | 954 | 1.49 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 24,821 | -0.05 | 1,953 | 0.51 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 24,592 | -3.42 | 1,935 | -2.91 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,313,056 | -3.07 | 103 | -2.83 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 75,414 | -18.96 | 5,935 | -18.52 | ||||
2025-07-15 | 13F | Bfsg, Llc | 53,156 | -1.65 | 4,183 | -1.11 | ||||
2025-08-13 | 13F | JT Stratford LLC | 9,429 | 36.67 | 742 | 37.41 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 53,812 | 8.32 | 4,235 | 10.34 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 7,984 | -41.44 | 628 | -41.14 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 652 | 0.00 | 51 | 0.00 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-04-02 | 13F | Marcum Wealth, LLC | 15,687 | -3.93 | 1,228 | -2.70 | ||||
2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 111,159 | -65.29 | 8,710 | -64.29 | ||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 20,083 | 57.80 | 1,531 | 61.33 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 336,178 | 0.03 | 26,457 | 0.57 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17,700 | 96.56 | 1,393 | 97.73 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 9,792 | 67.18 | 771 | 68.12 | ||||
2025-08-14 | 13F | Comerica Bank | 786,255 | 11.95 | 61,878 | 12.55 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 21,515 | -1.99 | 1,687 | -1.86 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 791,653 | 33.24 | 62,303 | 33.96 | ||||
2025-08-13 | 13F | Independent Family Office, LLC | 15,692 | 7.78 | 1,235 | 8.34 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 3 | 0.00 | 0 | |||||
2025-08-13 | 13F | Haverford Trust Co | 53,310 | 0.00 | 4,195 | 0.53 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 2,877 | -44.56 | 226 | -44.33 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 5,981 | -8.80 | 471 | -8.38 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 48,868 | -5.57 | 3,846 | -5.09 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 13,343 | 1.57 | 1,050 | 2.14 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 2,251 | -63.18 | 177 | -62.97 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 9 | 0.00 | 1 | |||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 18,599 | 3.14 | 1,464 | 3.69 | ||||
2025-07-16 | 13F | Howard Capital Management Group, LLC | 3,651 | -0.54 | 287 | 0.00 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 38,310 | -1.65 | 3,015 | -1.15 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 139,120 | 2.59 | 11 | 0.00 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 4,703 | -7.51 | 0 | |||||
2025-07-22 | 13F | Stanich Group LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Team Financial Group, LLC | 7,907 | -1.92 | 622 | -1.43 | ||||
2025-08-05 | 13F | RiverGlades Family Offices LLC | 3,380 | 0.00 | 266 | 0.76 | ||||
2025-07-31 | 13F | BIP Alliance, LLC | 42,054 | -13.10 | 3,310 | -12.65 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1,530 | 0.00 | 120 | 0.84 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 7,402 | 7.20 | 583 | 7.78 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4,323 | 0.00 | 340 | 0.59 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cedar Wealth Management, LLC | 578 | 45 | ||||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 29,406 | -16.81 | 2,314 | -16.37 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12,204 | -10.09 | 960 | -9.60 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 7,185 | -1.45 | 565 | -0.88 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 1,107 | 0.00 | 87 | 1.16 | ||||
2025-07-22 | 13F | Sage Investment Counsel LLC | 2,710 | 213 | ||||||
2025-07-30 | 13F | Wbh Advisory Inc | 97,842 | -9.27 | 7,700 | -8.78 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 6,510 | 0.00 | 512 | 0.59 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 2,773 | -0.18 | 218 | 0.46 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 110 | 9 | ||||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 122,642 | -43.59 | 9,652 | -43.29 | ||||
2025-04-21 | 13F | Greenup Street Wealth Management Llc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 24,543 | -17.38 | 1,932 | -16.95 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1,005,787 | -4.36 | 79 | -3.66 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 18,886 | 14.96 | 1,486 | 15.64 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 17,025 | 32.37 | 1,340 | 33.10 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 378 | 30 | ||||||
2025-07-28 | 13F | Ritholtz Wealth Management | 6,107 | -7.99 | 481 | -7.51 | ||||
2025-08-15 | 13F | United Services Automobile Association | 16,661 | -95.28 | 1,311 | -95.26 | ||||
2025-07-31 | 13F | City State Bank | 118,484 | 0.77 | 9,325 | 1.31 | ||||
2025-08-14 | 13F | Promus Capital, LLC | 0 | -100.00 | 0 | |||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Thomasville National Bank | 27,834 | -6.96 | 2,191 | -6.45 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 221,477 | 2.22 | 17,348 | 2.56 | ||||
2025-08-13 | 13F | Echo45 Advisors LLC | 144,286 | -0.08 | 11,355 | 0.46 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 4,371 | -1.66 | 344 | -0.86 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 3,140 | 0.00 | 247 | 0.82 | ||||
2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5,958 | 0 | ||||||
2025-07-15 | 13F | Bnc Wealth Management, Llc | 2,872 | 9.74 | 226 | 10.78 | ||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 60,042 | -0.12 | 4,725 | 0.43 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 4,781 | 27.70 | 376 | 28.33 | ||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3,528 | 0.00 | 278 | 0.36 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 36,639 | 22.55 | 2,883 | 23.21 | ||||
2025-08-04 | 13F | Balentine LLC | 3,838 | 0.00 | 302 | 0.67 | ||||
2025-08-14 | 13F | Mariner, LLC | 375,975 | 3.04 | 29,589 | 3.60 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 45,428 | 63.06 | 3,575 | 63.99 | ||||
2025-08-05 | 13F | Tsfg, Llc | 152 | 0.00 | 0 | |||||
2025-08-05 | 13F | Key FInancial Inc | 245 | 58.06 | 19 | 58.33 | ||||
2025-07-22 | 13F | Peoples Bank /oh | 2,685 | 211 | ||||||
2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 97,900 | 10.87 | 7,705 | 11.46 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14,098 | -18.91 | 1,109 | -18.34 | ||||
2025-08-06 | 13F | Anchor Capital Advisors Llc | 35,322 | -0.98 | 2,780 | -0.47 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 15 | 0.00 | 1 | 0.00 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 9,119 | -1.77 | 718 | -1.24 | ||||
2025-08-07 | 13F | Allworth Financial LP | 18,685,793 | 1.45 | 1,470,572 | 1.94 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 6,162 | 1.62 | 482 | 1.69 | ||||
2025-07-16 | 13F | Old Port Advisors | 31,659 | -6.45 | 2,492 | -5.96 | ||||
2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 41,088 | 21.67 | 3,234 | 22.32 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3,281,266 | 5.95 | 258,236 | 6.52 | ||||
2025-07-17 | 13F | Clean Yield Group | 1,189 | 0.00 | 94 | 0.00 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16,501 | -28.33 | 1,299 | -27.97 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 18,920 | -0.30 | 1,489 | 0.27 | ||||
2025-08-14 | 13F | Betterment LLC | 570,256 | 6.17 | 45 | 4.76 | ||||
2025-08-13 | 13F | Northern Trust Corp | 9,935,759 | 39.63 | 781,944 | 40.38 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2,911 | 229 | ||||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 15 | 1 | ||||||
2025-08-13 | 13F | American Money Management, LLC | 2,756 | 0.00 | 217 | 0.47 | ||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 51,163 | 3.72 | 4,027 | 4.27 | ||||
2025-04-24 | 13F | Park Place Capital Corp | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 80,636 | 15.23 | 6,346 | 15.87 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 32,803 | 58.58 | 2,582 | 59.42 | ||||
2025-05-09 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3,376 | 3.46 | 266 | 3.92 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 318,265 | 4.71 | 25,047 | 5.27 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 4,232 | -4.73 | 333 | -4.03 | ||||
2025-05-06 | 13F | Redwood Park Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Simmons Bank | 7,573 | -5.11 | 596 | -4.65 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 113,433 | 3.74 | 8,927 | 4.30 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 2,948 | -78.48 | 233 | -78.26 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 34,091 | -7.73 | 2,683 | -6.62 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 7,319 | 0.05 | 576 | 0.70 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 4,320 | -11.93 | 340 | -11.49 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 37,206 | 2.37 | 2,928 | 2.95 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,532,898 | -0.98 | 199,339 | -0.45 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 14,943 | -0.28 | 1,176 | 0.17 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 42,869 | -33.55 | 3,374 | -33.19 | ||||
2025-07-30 | 13F | Sterling Investment Management, Inc. | 56,053 | -4.76 | 4,411 | -4.25 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 332,107 | -1.57 | 26,137 | -1.05 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 7,125 | -1.74 | 561 | -1.23 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 80,895 | -18.63 | 6,366 | -18.20 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 121,058 | 3.18 | 9,527 | 3.73 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 5,000 | 0.00 | 394 | 0.51 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 2,671 | 210 | ||||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 5,363 | 1.90 | 419 | 1.70 | ||||
2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17,258 | 15.50 | 1,358 | 16.17 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 876,375 | 1.54 | 69 | 1.49 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 103 | 0.00 | 8 | 0.00 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 115,506 | -4.08 | 9 | 0.00 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 148 | 12 | ||||||
2025-07-24 | 13F | PDS Planning, Inc | 411,345 | 5.40 | 32,373 | 5.97 | ||||
2025-04-14 | 13F | Broadway Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 2,564 | -2.17 | 202 | -1.95 | ||||
2025-04-10 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 11,430 | 0.18 | 895 | |||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 12,800 | 0.00 | 1,007 | 0.60 | ||||
2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 123,967 | 0.22 | 9,756 | 0.76 | ||||
2025-07-15 | 13F | Wela Strategies, Inc. | 29,150 | -0.73 | 2,294 | -0.17 | ||||
2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 57,627 | 0.32 | 4,535 | 0.87 | ||||
2025-05-08 | 13F | Howland Capital Management Llc | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 37,285 | 112.70 | 3 | 100.00 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 17,113 | 2.61 | 1,347 | 3.14 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 38,752 | 3.22 | 3,050 | 3.78 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 47,384 | -11.71 | 3,729 | -11.24 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 58,791 | 0.87 | 4,627 | 1.40 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5,274 | -10.02 | 415 | -9.39 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 113,649 | -18.28 | 8,943 | -17.85 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | First Interstate Bank | 21,994 | 8.83 | 1,731 | 9.36 | ||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 134 | 0.00 | 11 | 0.00 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 86,764 | 4.28 | 6,828 | 4.85 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 15,690 | -14.55 | 1,235 | -14.13 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 53,716 | 3.29 | 4,227 | 3.86 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,263 | 0.32 | 99 | 1.02 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 34,990 | 2.74 | 2,754 | 3.30 | ||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 10,899 | 16.27 | 858 | 16.92 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 6,071 | -37.20 | 478 | -36.90 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 4,733 | 0.49 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 143 | -96.90 | 11 | -96.95 | ||||
2025-07-28 | 13F | Davidson Trust Co | 7,992 | 9.63 | 629 | 10.35 | ||||
2025-08-08 | 13F | Fiera Capital Corp | 10,320 | 1.10 | 812 | 1.63 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 12,589 | 1.50 | 990 | 2.06 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 6,912 | -0.13 | 544 | 0.37 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 6,347 | 0.00 | 0 | |||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 22,193 | -0.78 | 2 | 0.00 | ||||
2025-07-17 | 13F | Hansen & Associates Financial Group, Inc. | 19,948 | -2.00 | 1,568 | -1.57 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | MONECO Advisors, LLC | 7,489 | -25.30 | 589 | -24.87 | ||||
2025-04-15 | 13F | Atwood & Palmer Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 2,720 | 0.00 | 214 | 0.94 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 12,474 | -7.42 | 982 | -6.93 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 62,039 | 5 | ||||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 23,582 | 0.27 | 1,856 | 0.82 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 215,915 | 1.55 | 16,993 | 2.10 | ||||
2025-08-12 | 13F | Private Management Group Inc | 4,420 | 3.17 | 348 | 3.58 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5,357 | 4.47 | 422 | 4.99 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 184,060 | 1.68 | 14,486 | 2.22 | ||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 21,260 | 179.74 | 1,673 | 181.65 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 183,185 | -1.10 | 14,417 | -0.57 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6,371 | -1.67 | 501 | -1.18 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 6,817 | 0.00 | 536 | 0.56 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 19,229 | -0.31 | 1,513 | 0.27 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 3,457,109 | -1.90 | 272,074 | -1.37 | ||||
2025-08-14 | 13F | TrueWealth Financial Partners | 2,653 | 209 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17,774 | 63.45 | 1,399 | 64.28 | ||||
2025-07-23 | 13F | Secured Retirement Advisors, Llc | 26,137 | -4.37 | 2,057 | -3.88 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 116,296 | -1.44 | 10,181 | 10.22 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Gibson Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 30,612 | 3.49 | 2,409 | 4.06 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 126,745 | 66.70 | 9,975 | 67.60 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 9,784 | 0.00 | 770 | 0.65 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 3,432 | -13.88 | 270 | -13.18 | ||||
2025-07-29 | 13F | Private Trust Co Na | 6,553 | 61.13 | 516 | 61.95 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 112,274 | -1.23 | 8,836 | -0.71 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 5,954 | 32.78 | 0 | |||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 5,798 | -0.10 | 456 | 0.44 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 65,556 | 5.79 | 5,159 | 6.37 | ||||
2025-07-08 | 13F | Range Financial Group LLC | 12,487 | -7.48 | 983 | -7.01 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 203,554 | 3.78 | 16,020 | 4.34 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,565 | -3.43 | 515 | -3.20 | ||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 5,945 | 3.36 | 468 | 3.78 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 5,886 | -16.24 | 463 | -15.82 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 3,227 | 254 | ||||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 34,649 | -0.25 | 2,727 | 0.26 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Apexium Financial, Lp | 137,290 | 67.25 | 10,805 | 68.16 | ||||
2025-07-29 | 13F | TFC Financial Management | 104,533 | 0.26 | 8,227 | 0.80 | ||||
2025-08-04 | 13F | McMill Wealth Management | 2,561 | 0.00 | 201 | 0.50 | ||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 532,617 | 3.16 | 41,693 | 4.51 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 88,147 | -15.92 | 6,937 | -15.46 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 183,816 | 62.60 | 14,466 | 63.48 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 67,573 | -2.38 | 5,318 | -1.85 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 27,418 | -7.33 | 2,158 | -6.83 | ||||
2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Traveka Wealth, LLC | 44,996 | -4.16 | 3,541 | -3.65 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
2025-04-08 | 13F | Beese Fulmer Investment Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 37,581 | -3.34 | 2,958 | -2.83 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 41,168 | 12.48 | 3,240 | 13.09 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 52,328 | 20.60 | 4,118 | 21.26 | ||||
2025-05-08 | 13F | New York Life Investment Management Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Argent Trust Co | 11,659 | 0.00 | 918 | 0.55 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
2025-08-12 | 13F | Fidato Wealth LLC | 123,144 | 3.72 | 9,691 | 4.27 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 34,049 | -33.63 | 3 | -33.33 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 14,577 | 9.76 | 1,147 | 10.39 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 2,818 | 222 | ||||||
2025-08-12 | 13F | Choate Investment Advisors | 440 | 35 | ||||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1,241 | -14.18 | 98 | -14.16 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 27,613 | 5.50 | 2,173 | 6.10 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 47,755 | 0.76 | 3,758 | 1.29 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 702,335 | 10.91 | 55,274 | 11.51 | ||||
2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 135,376 | -0.88 | 10,654 | -0.35 | ||||
2025-07-29 | NP | JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 | 53,656 | 0.59 | 4,204 | 0.91 | ||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 175,036 | 12.75 | 13,775 | 13.36 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 34,905 | -89.24 | 2,747 | -89.18 | ||||
2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 142,659 | -3.54 | 11,227 | -3.01 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 39,268 | 0.52 | 3,090 | 1.08 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 399,764 | -2.13 | 31,461 | -1.60 | ||||
2025-08-18 | 13F | Wellington Capital Management, Inc. | 9,813 | 1 | ||||||
2025-04-16 | 13F | Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,215 | 1.81 | 332 | 2.16 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 13,740 | -25.57 | 1,075 | -25.61 | ||||
2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 51,009 | -0.34 | 4,014 | 0.20 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 33,430 | 45.13 | 2,631 | 47.84 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 4,819 | -8.90 | 379 | -8.45 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 30,801 | -1.77 | 2,424 | -1.22 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 393 | -37.52 | 31 | -38.78 | ||||
2025-07-29 | 13F | SAM Advisors, LLC | 8,914 | 3.30 | 702 | 3.85 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 3,019 | 0.00 | 238 | 0.42 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5,731 | 451 | ||||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 6,761 | 532 | ||||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 79,224 | -0.02 | 6,235 | 0.50 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 388 | 0.00 | 31 | 0.00 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 4,425 | 0.00 | 348 | 0.58 | ||||
2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 22,001 | 7.06 | 1,731 | 7.65 | ||||
2025-07-30 | 13F | Retirement Planning Group | 19,127 | -8.34 | 1,505 | -7.84 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 6,660 | 0.99 | 524 | 1.55 | ||||
2025-07-10 | 13F | Ahl Investment Management, Inc. | 44,914 | -0.11 | 3,535 | 0.43 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 36,239 | -8.37 | 2,852 | -7.82 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 7,105 | -2.03 | 559 | -1.41 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 25,299 | -21.05 | 1,991 | -20.61 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 508 | -96.26 | 40 | -96.33 | ||||
2025-07-15 | 13F | BCS Wealth Management | 6,488 | -2.52 | 1 | |||||
2025-08-05 | 13F | Navalign, LLC | 24,216 | -19.17 | 1,906 | -18.76 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 104,212 | -1.81 | 8,201 | -1.29 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 744,272 | -2.48 | 58,574 | -1.96 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 25,561 | 1.32 | 2,012 | 1.87 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 1 | 0.00 | 0 | |||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 525 | 0.00 | 41 | 0.00 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 130 | 0.00 | 10 | 0.00 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 101,998 | -1.32 | 8,027 | -0.78 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 52,225 | -4.39 | 4,110 | -3.86 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 2,609 | -20.94 | 205 | -20.54 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 578 | -13.99 | 45 | -13.46 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 738 | -3.78 | 58 | -3.33 | ||||
2025-07-10 | 13F | Moller Financial Services | 49,250 | 2.78 | 3,876 | 3.33 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2,965,681 | 1.44 | 233,399 | 1.99 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 23,643 | -20.31 | 1,861 | -19.90 | ||||
2025-08-26 | 13F | Claris Financial LLC | 5,073 | -0.90 | 399 | 1.01 | ||||
2025-07-22 | 13F | 4Thought Financial Group Inc. | 30 | 3.45 | 2 | 0.00 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 1,467 | 6.46 | 0 | |||||
2025-07-23 | 13F | Somnio Financial Group, LLC | 57,033 | 11.40 | 4,488 | 13.45 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 364,245 | 1.21 | 28,666 | 1.76 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 28,648 | -5.25 | 2,255 | -4.73 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4,432 | 14.11 | 349 | 14.47 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 31,083 | -0.48 | 2,446 | 0.08 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 18,728 | 0.00 | 1,474 | 0.48 | ||||
2025-08-07 | 13F | Nwam Llc | 153,425 | -2.38 | 12,075 | -1.85 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 73,262 | 13.72 | 5,766 | 14.34 | ||||
2025-07-24 | 13F | Baskin Financial Services Inc. | 2,945 | 0.00 | 0 | |||||
2025-08-13 | 13F | RW Investment Management LLC | 1,170,018 | 0.12 | 92,080 | 0.65 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 283,046 | 13.46 | 22,245 | 13.91 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 67,132 | -6.98 | 5,283 | -5.25 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 239,269 | 746.28 | 18,831 | 750.88 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 54,085 | -0.01 | 4,256 | 0.52 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 28,262 | -49.18 | 2,224 | -48.91 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 2,552 | 201 | ||||||
2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 174,076 | -1.57 | 13,700 | -1.04 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 57,496 | 14.92 | 4,525 | 17.05 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34,076,932 | 7.73 | 2,681,815 | 8.31 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 470,019 | 5.85 | 36,990 | 6.42 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 242,904 | -0.66 | 19,117 | -0.13 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 11,883 | 0.46 | 935 | 0.97 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 769,451 | 1.92 | 60,556 | 2.47 | ||||
2025-05-08 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 58,260 | 6.54 | 4,585 | 7.03 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 22,663 | -10.32 | 1,784 | -9.86 | ||||
2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 35,118 | -1.73 | 3 | 0.00 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,234 | -5.32 | 2,616 | -4.81 | ||||
2025-07-31 | 13F | Alamar Capital Management, LLC | 8,000 | -0.25 | 630 | 0.32 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 7,082 | -0.01 | 554 | 0.00 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 136 | 3.82 | 11 | 0.00 | ||||
2025-08-14 | 13F | First Manhattan Co | 9,064 | 20.21 | 713 | 20.85 | ||||
2025-07-25 | 13F | Cwm, Llc | 95,757 | -0.67 | 8 | 0.00 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 84,419 | 17.70 | 6,644 | 18.33 | ||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 3,001 | -2.79 | 236 | -2.07 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 796,532 | 2.01 | 62,687 | 2.56 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 3,828 | -7.00 | 301 | -6.52 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 78,605 | -6.72 | 6,186 | -6.22 | ||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 11,568 | -4.30 | 910 | -3.81 | ||||
2025-08-14 | 13F | Fmr Llc | 27,605 | -87.17 | 2,173 | -87.10 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3,062 | -60.43 | 241 | -60.33 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Wit, Llc | 844,643 | 0.00 | 66,473 | 0.54 | ||||
2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 35,772 | -6.38 | 2,818 | -4.96 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 5,446 | -3.73 | 429 | -3.17 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 172,627 | 4.80 | 13,586 | 5.37 | ||||
2025-07-22 | 13F | Accel Wealth Management | 2,563 | 0.20 | 202 | 0.50 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24,193 | 1.22 | 1,904 | 1.82 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 45,268 | 6.08 | 3,563 | 6.65 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 53,283 | -2.29 | 4,193 | -1.76 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 45,492 | -4.95 | 3,580 | -4.43 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 41,381 | -6.38 | 3,253 | -5.96 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 448,864 | 3.87 | 35,326 | 4.43 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 9,220 | -0.91 | 726 | -0.41 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 535 | 0.38 | 42 | 2.44 | ||||
2025-07-18 | 13F | Columbia Asset Management | 32,637 | 2,569 | -1.65 | |||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 35,093 | -6.95 | 2,762 | -6.47 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 20,467 | -4.03 | 1,611 | -3.54 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 65,400 | 7,770.04 | 1 | -100.00 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 2,021,291 | -1.50 | 159,076 | -0.97 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 226,892 | 0.60 | 17,856 | 1.14 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 957,801 | 2.23 | 74,977 | 3.57 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3,658 | 32.06 | 287 | 32.41 | ||||
2025-08-08 | 13F | Chandler Asset Management, Inc. | 1,400 | 110 | ||||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 2,966 | -5.42 | 233 | -4.90 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 17,732 | 3.42 | 1,396 | 3.95 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 5,607 | 0.29 | 441 | 0.92 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3,242 | 2.27 | 255 | 2.82 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 38,650 | 0.92 | 3,042 | 1.47 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 18,230 | -29.07 | 1,435 | -28.73 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 397 | 0.00 | 31 | 0.00 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 8,799 | -0.19 | 692 | 0.29 | ||||
2025-05-05 | 13F | Morningstar Investment Services LLC | 58,842 | -73.97 | 5 | -76.47 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 47,754 | 3.73 | 3,758 | 4.30 | ||||
2025-08-13 | 13F | Dixon Mitchell Investment Counsel Inc. | 707 | 0.00 | 56 | 0.00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59,549 | 10.14 | 4,687 | 10.73 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 137,092 | -8.20 | 10,789 | -7.70 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 575,639 | -6.72 | 45,303 | -6.22 | ||||
2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 7,478 | 0.00 | 589 | 0.51 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 73,888 | -70.35 | 5,815 | -70.19 | ||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 3,588 | 0.65 | 281 | 1.08 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 7 | 0.00 | 0 | |||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 192,693 | -26.35 | 15,165 | -25.96 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 2,104,472 | 3.29 | 165,622 | 3.84 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 3,539 | 0.00 | 279 | 0.36 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 16,425 | 1.78 | 1,293 | 2.30 | ||||
2025-08-04 | 13F | Spire Wealth Management | 58,031 | -9.48 | 4,567 | -8.99 | ||||
2025-08-05 | 13F | Huntington National Bank | 3,296 | -9.20 | ||||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 8,234 | 1.88 | 648 | 2.53 | ||||
2025-07-29 | 13F | Schubert & Co | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 59,915 | -1.61 | 4,715 | -1.07 | ||||
2025-07-09 | 13F | Wolff Financial Management Llc | 2,892 | 1.90 | 0 | |||||
2025-07-01 | 13F | BancFirst Trust & Investment Management | 66,793 | 24.01 | 5,250 | 24.56 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25,136 | 32.95 | 1,978 | 33.65 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 10,080 | 0.00 | 793 | 0.51 | ||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 2,255,871 | -68.53 | 177,537 | -68.28 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 2,604 | 0.00 | 205 | -0.49 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 13,960 | -9.20 | 1,099 | -8.73 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 47,106 | -0.47 | 3,707 | 0.08 | ||||
2025-08-04 | 13F | Human Investing LLC | 405,079 | 3.45 | 31,869 | 3.97 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 277 | 0.00 | 22 | 0.00 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 27,500 | 2,164 | ||||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 9,780 | -0.51 | 770 | 0.00 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 3,956 | 0.00 | 311 | 0.65 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 113,109 | -1.30 | 8,902 | -0.77 | ||||
2025-07-14 | 13F | Chico Wealth RIA | 9,241 | -1.22 | 727 | -0.68 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 29,084 | 1.83 | 2,289 | 2.37 | ||||
2025-04-22 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 798,107 | 38.16 | 63,058 | 38.93 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 605,839 | 0.95 | 47,680 | 1.49 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 27,712 | 26.95 | 2,181 | 27.63 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 16,070 | 1.55 | 1,265 | 2.10 | ||||
2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 68,790 | -3.47 | 5,414 | -2.96 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 4,967 | -96.91 | 13,218 | 4.90 | ||||
2025-05-13 | 13F | Kimelman & Baird, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | Jentner Corp | 722,651 | 2.26 | 56,873 | 2.81 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 913,931 | 1.38 | 71,926 | 1.92 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 5,528 | -97.92 | 435 | -97.91 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 108,168 | 5.56 | 8,513 | 6.12 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 30,685 | -1.23 | 2,415 | -0.70 | ||||
2025-07-30 | 13F | Schwartz Investment Counsel Inc | 15,800 | -3.07 | 1,243 | -2.51 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 890,827 | 132.53 | 70,108 | 133.78 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Security National Bank | 3,602 | 0.00 | 283 | 0.71 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 198,344 | 0.73 | 15,610 | 1.27 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 29,199 | 0.15 | 2,298 | 0.66 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 29,966 | 4.79 | 2,358 | 5.36 | ||||
2025-07-25 | 13F | Bull Street Advisors, LLC | 107,027 | -2.06 | 8 | 0.00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 349,842 | 1.46 | 27,533 | 2.00 | ||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 2,704 | 213 | ||||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 791,535 | 2.49 | 62,294 | 3.04 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 4,322 | 340 | ||||||
2025-08-14 | 13F | LM Advisors LLC | 74,684 | 0.00 | 6 | 0.00 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 76,603 | 15.11 | 6,029 | 15.72 | ||||
2025-07-23 | 13F | Family Legacy, Inc. | 24,867 | -10.21 | 1,957 | -9.73 | ||||
2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 1,294 | 0.00 | 102 | 1.00 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 13,538 | -3.44 | 1,065 | -2.92 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 54,699,168 | 1.58 | 4,304,825 | 2.13 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 32,922 | 63.77 | 2,591 | 64.65 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | FSA Investment Group, LLC | 7,302 | 18.14 | 575 | 18.84 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 5,383,445 | 6.92 | 423,677 | 7.49 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 4,366 | -47.75 | 344 | -47.55 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,310,934 | 8.58 | 103,171 | 9.17 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 9,143 | 0.94 | 720 | 1.41 | ||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 7,155 | 11.71 | 563 | 12.38 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 2,694 | -48.26 | 212 | -47.91 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 37,359 | -0.47 | 2,940 | 0.07 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 364 | 0.55 | 28 | 3.70 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 39,498 | -14.71 | 3,108 | -14.24 | ||||
2025-07-31 | 13F | United Community Bank | 356 | 28 | ||||||
2025-08-14 | 13F | Rock Point Advisors, LLC | 8,315 | 42.99 | 654 | 43.74 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 4,637 | 10.12 | 363 | 10.03 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 39,483 | 3,107 | ||||||
2025-08-14 | 13F | Marquette Associates, Inc. | 73,690 | -4.16 | 5,799 | -3.64 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 1,132 | 0.00 | 89 | 1.14 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 1,667 | 366.95 | 131 | 385.19 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 54,424 | -10.27 | 4,283 | -9.79 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 7,402 | -0.74 | 583 | -0.17 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,127,945 | 0.54 | 246 | 1.23 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 14,904 | 1.57 | 1,173 | 2.09 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 190,153 | 0.02 | 14,965 | 0.56 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 11,338 | 26.08 | 892 | 26.70 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 9,592 | 3.03 | 755 | 3.57 | ||||
2025-08-26 | 13F | Zeit Capital LLC | 123,327 | 1.04 | 9,706 | 1.50 | ||||
2025-08-12 | 13F | Ames National Corp | 137,754 | -4.69 | 10,841 | -4.18 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 327 | 0.00 | 26 | 0.00 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 43 | -4.44 | 3 | 0.00 | ||||
2025-07-28 | 13F | Aries Wealth Management | 17,964 | 0.05 | 1,414 | 0.57 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 76,011 | -2.04 | 5,982 | -1.50 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 92,810 | 236.09 | 7,304 | 237.99 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 131,493 | 3.96 | 10,348 | 4.51 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 144,316 | -2.05 | 11,358 | -1.53 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 53,837 | -7.28 | 4,237 | -6.80 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 40,634 | -3.08 | 3,198 | -2.56 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 84,177 | -4.33 | 6,625 | -3.82 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 7,295 | -84.82 | 574 | -84.74 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 4,255 | -63.83 | 335 | -63.70 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 1,710 | -6.30 | 131 | -5.76 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 4,232 | -3.60 | 333 | -2.92 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 18,101,201 | 4.63 | 1,424,564 | 5.19 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 100,790 | -1.71 | 7,932 | -1.17 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 2,789 | 219 | ||||||
2025-07-15 | 13F | Fort Henry Capital, LLC | 221,547 | -0.18 | 17,436 | 0.36 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 151,503 | 0.61 | 11,923 | 1.15 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 6,415,794 | 1.23 | 504,923 | 1.77 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | WPG Advisers, LLC | 1,764 | -54.82 | 139 | -54.75 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 21,132 | -75.38 | 1,663 | -75.24 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 50,939 | -3.29 | 4,009 | -2.79 | ||||
2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 84 | -14.29 | 7 | -14.29 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 13,723 | -3.00 | 1,080 | -2.44 | ||||
2025-08-07 | 13F | Pcg Asset Management, Llc | 75,314 | -1.79 | 5,927 | -1.27 | ||||
2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 424 | 0.00 | 33 | 3.13 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 100 | 0.00 | 0 | |||||
2025-08-13 | 13F | Saiph Capital, LLC | 6,126 | 68.81 | 482 | 69.72 | ||||
2025-08-14 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Tiaa Trust, National Association | 91,252 | -55.53 | 7,181 | -55.29 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 20,457 | -6.97 | 1,608 | -6.57 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 301,024 | -62.02 | 23,652 | -61.88 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 3,684 | 0.38 | 290 | 0.70 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 3,366 | 0.15 | 265 | 0.38 | ||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 79,796 | 2.27 | 6,280 | 2.82 | ||||
2025-07-21 | 13F | J. Safra Sarasin Holding AG | 25,000 | 0.00 | 1,968 | 0.51 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | RMB Capital Management, LLC | 8,819 | 14.76 | 694 | 15.47 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 17 | 466.67 | 1 | |||||
2025-08-07 | 13F | Keynote Financial Services Llc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Ellevest, Inc. | 83,853 | -66.78 | 6,599 | -66.60 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 709,937 | 2.26 | 55,872 | 2.81 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 50,992 | -3.21 | 4,013 | -2.69 | ||||
2025-08-14 | 13F | Legacy Advisory Services, LLC | 5,586 | 0.98 | 440 | 1.39 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 2,566 | 202 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 22,903 | -7.34 | 2 | 0.00 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4,157 | 0.00 | 327 | 0.62 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 8,378 | -2.50 | 659 | -1.93 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5,916 | 445.76 | 466 | 453.57 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | NFP Retirement, Inc. | 6,679 | -7.04 | 526 | -6.58 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 5,074 | 37.51 | 399 | 38.54 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 3,386 | -43.64 | 267 | -43.40 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 247 | 0.00 | 19 | 0.00 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 45,753 | 1,335.61 | 3,601 | 1,345.78 | ||||
2025-08-11 | 13F | Sofi Wealth, Llc | 232 | -17.73 | 18 | -18.18 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 9,245 | 728 | ||||||
2025-08-08 | 13F | Smithfield Trust Co | 1,289,516 | -2.26 | 101 | -1.94 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 10,941 | 16.29 | 861 | 16.98 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 42,100 | 19.04 | 3,313 | 19.69 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 149,097 | 4.75 | 11,686 | 4.89 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,645 | -42.50 | 208 | -42.22 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 2,495,778 | 0.28 | 196,418 | 0.82 | ||||
2025-08-14 | 13F | FC Advisory LLC | 36,647 | 0.47 | 2,884 | 1.02 | ||||
2025-07-15 | 13F | Brewster Financial Planning LLC | 218,902 | 5.39 | 17,228 | 5.95 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 10,951 | 25.67 | 862 | 26.25 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 5,676 | 5.66 | 447 | 6.19 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 16,907 | -0.82 | 1,331 | -0.30 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 2,912 | 229 | ||||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 6,959 | -6.70 | 548 | -6.17 | ||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 6,900 | 13.02 | 543 | 0.56 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 267 | 0.00 | 21 | 5.00 | ||||
2025-04-30 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 8,000 | 0.00 | 630 | 0.48 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 9 | 0.00 | 1 | |||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3,877 | -51.78 | 305 | -51.51 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 17,906 | -9.07 | 1,409 | -8.57 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 552,861 | 13.88 | 43,510 | 14.49 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 347 | 0.00 | 0 | |||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 48,511 | -2.22 | 3,818 | -1.70 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 13,119 | -15.11 | 1,032 | -14.64 | ||||
2025-07-22 | 13F | Wynn Capital, LLC | 4,700 | 0.00 | 370 | 0.54 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 153,712 | -15.13 | 12,097 | -14.67 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 171,877 | 9.07 | 13,527 | 9.66 | ||||
2025-08-07 | 13F | Cumberland Advisors Inc | 9,650 | 4.21 | 759 | 4.83 | ||||
2025-09-03 | 13F | American Trust | 4,923 | 387 | ||||||
2025-08-07 | 13F | Wealth Forward, LLC | 139,294 | 0.56 | 10,962 | 1.11 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 50 | 4 | ||||||
2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | -100.00 | 0 | |||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 25,257 | 1.07 | 1,974 | 2.07 | ||||
2025-07-30 | 13F | Mills Wealth Advisors LLC | 59,682 | 37.73 | 4,697 | 38.47 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 8,979 | 707 | ||||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 25,027 | -1.79 | 1,970 | -1.25 | ||||
2025-07-16 | 13F/A | CX Institutional | 559 | -88.32 | 0 | |||||
2025-07-21 | 13F | Ascent Group, LLC | 39,405 | -6.00 | 3,101 | -5.49 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 6,660 | -1.04 | 524 | -0.38 | ||||
2025-08-07 | 13F | Delta Financial Advisors Llc | 4,647 | -4.28 | 366 | -3.95 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 20,690 | -6.68 | 1,628 | -6.17 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 5,093 | -13.10 | 401 | -12.66 | ||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 625 | 0.00 | 49 | 2.08 | ||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 3,432 | 270 | ||||||
2025-07-14 | 13F | Foster Group, Inc. | 39,459 | 2.25 | 3,105 | 2.81 | ||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 65,256 | 14.71 | 5,136 | 15.32 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 11,095 | 0.00 | 1 | |||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 1,198 | -22.51 | 94 | -22.31 | ||||
2025-08-12 | 13F | Tumwater Wealth Management, LLC | 8,033 | -2.51 | 632 | -2.02 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 3,310 | -1.63 | 260 | -1.14 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 282,082 | -3.03 | 22,200 | -2.51 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 3 | 0.00 | ||||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 581 | 1.04 | 46 | 0.00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,483 | 26.75 | 115 | 25.27 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 16,096 | 0.02 | 1,267 | 0.56 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 6,125 | 0.66 | 0 | |||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Versant Capital Management, Inc | 428 | 20.90 | 34 | 22.22 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 17,139 | -0.40 | 1,349 | 0.15 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 29,264 | -25.60 | 2,303 | -25.18 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 362 | 28 | ||||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 145,790 | -0.93 | 11,474 | -0.40 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 183,891 | 8.10 | 14,472 | 8.68 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 42,015 | -1.48 | 3,307 | -0.96 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 42,408 | 3,338 | ||||||
2025-07-30 | 13F | Darrow Company, Inc. | 70,199 | 1.73 | 5,525 | 2.28 | ||||
2025-07-31 | 13F | Fedenia Advisers LLC | 40,460 | 0.83 | 3,184 | 1.37 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 2,487 | 2.01 | 196 | 2.63 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,176,710 | 9.81 | 92,641 | 10.40 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 15,655 | 18.99 | 1,232 | 19.73 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 120,337 | -8.27 | 9,470 | -7.78 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 10,181 | 0.00 | 797 | 0.00 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 99,731 | -2.62 | 7,849 | -2.10 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | NCM Capital Management, LLC | 2,918 | 0.00 | 230 | 0.44 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 58,073 | 4,570 | ||||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13,260 | -74.59 | 1,044 | -74.44 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23,360 | 19.68 | 1,838 | 20.29 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 4,205 | -0.10 | 331 | 0.30 | ||||
2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 31,873 | 10.19 | 2,508 | 10.78 | ||||
2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 5,925 | 0.00 | 466 | |||||
2025-07-24 | 13F | Eastern Bank | 45,386 | 0.25 | 3,572 | 0.79 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 16 | 1 | ||||||
2025-08-08 | 13F | Richmond Brothers, Inc. | 196,590 | -44.54 | 15,472 | -44.24 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 183 | 1.67 | 14 | 0.00 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 73,844 | 16.07 | 5,812 | 16.69 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4,392,617 | -10.68 | 345,699 | -10.20 | ||||
2025-04-25 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | M&t Bank Corp | 222,508 | -0.77 | 17,511 | -0.24 | ||||
2025-07-10 | 13F | Aua Capital Management, Llc | 33,186 | -0.15 | 2,612 | 0.38 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 3,810 | 5.72 | 300 | 6.03 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 9 | 1 | ||||||
2025-08-14 | 13F | Headinvest, Llc | 129,008 | 0.50 | 10,153 | 1.04 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 4,993 | -2.92 | 393 | -2.49 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 2,763 | 0.04 | 217 | 1.88 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,017 | -30.86 | 80 | -30.43 | ||||
2025-07-29 | 13F | Robinson Value Management, Ltd. | 1,066 | 0.00 | 84 | 0.00 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3,476 | -8.72 | 274 | -7.14 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10,677 | 22.50 | 1 | |||||
2025-08-08 | 13F | Creative Planning | 513,072 | -7.01 | 40,379 | -6.52 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | Maseco Llp | 40,653 | 3,199 | ||||||
2025-08-01 | 13F | Clark Asset Management, LLC | 370,090 | 7.96 | 29,126 | 8.54 | ||||
2025-07-17 | 13F | Greenbush Financial Group, LLC | 13,417 | 17.34 | 1,056 | 17.88 | ||||
2025-07-28 | 13F | Harbour Trust & Investment Management Co | 69,450 | 2.55 | 5,466 | 3.09 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 2,952 | -10.60 | 232 | -10.08 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 263,658 | 1.84 | 20,750 | 2.38 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 65 | 5 | ||||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 2,745 | 0.00 | 216 | 0.93 | ||||
2025-04-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7,358 | 13.74 | 579 | 14.43 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 1,018 | 5.17 | 80 | 6.67 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 136,460 | 12.70 | 10,698 | 12.62 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 125,029 | 8.64 | 9,772 | 8.48 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 53,416 | -41.83 | 4,204 | -40.76 | ||||
2025-07-24 | 13F | Shayne & Co., Llc | 5,775 | 0.00 | 454 | 0.44 | ||||
2025-07-17 | 13F | Lakewood Asset Management LLC | 3,979 | 0.94 | 313 | 1.62 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 6,605 | -25.18 | 520 | -24.89 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 94,675 | 4.69 | 7,451 | 5.24 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 29,671 | -3.34 | 2,335 | -2.79 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 148,437 | 11,682 | ||||||
2025-07-14 | 13F | Hoey Investments, Inc | 1,259 | -19.76 | 99 | -18.85 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 623 | 0.00 | 49 | 2.08 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 7,234 | 0.00 | 559 | 0.00 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 7,652 | -11.52 | 603 | -10.28 | ||||
2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | eCIO, Inc. | 165,220 | 5.38 | 13,003 | 5.94 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 6,451 | 0.64 | 508 | 1.20 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 134,952 | -2.44 | 10,621 | -1.92 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2,314 | -2.16 | 182 | -1.62 | ||||
2025-08-13 | 13F | International City Management Association Retirement Corp | 599,500 | 0.00 | 47,181 | 0.54 | ||||
2025-08-14 | 13F | UBS Group AG | 3,508,060 | 3.12 | 276,084 | 3.68 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Motco | 23,399 | 27.48 | 1,834 | 27.72 | ||||
2025-07-14 | 13F | Sellwood Investment Partners LLC | 9,241 | -5.50 | 727 | -4.97 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 31,693 | -4.24 | 2,494 | -3.71 | ||||
2025-08-18 | 13F | V2 Financial group LLC | 4,110 | -1.30 | 323 | -0.62 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4,487 | 353 | ||||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 114,540 | -1.06 | 9,014 | -0.52 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 4,304 | 0.00 | 339 | 0.60 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-13 | 13F | Granite Investment Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 4,238 | 0.00 | 334 | 0.60 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1,019 | -19.38 | 0 | |||||
2025-07-22 | 13F | My Personal CFO, LLC | 4,298 | -4.21 | 338 | -3.70 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 88,103 | -21.28 | 6,934 | -20.86 | ||||
2025-07-24 | 13F | Blair William & Co/il | 323,984 | -0.68 | 25,498 | -0.14 | ||||
2025-07-31 | 13F | Mycio Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 1,467 | 0.96 | 115 | 1.77 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 101,860 | 8 | ||||||
2025-05-14 | 13F | Idaho Trust Bank | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 1,044,690 | 0.38 | 82,217 | 0.92 | ||||
2025-04-24 | 13F | Oak Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 48 | 0.00 | 4 | 0.00 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 13,561 | 15.65 | 1,062 | 17.50 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 206,810 | 1.97 | 16 | 6.67 | ||||
2025-07-30 | 13F | Jacobsen Capital Management | 33,096 | -4.09 | 2,605 | -3.59 | ||||
2025-08-19 | 13F | Element Pointe Advisors, Llc | 4,441 | 0.00 | 350 | 0.58 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 8,423 | -16.40 | 663 | -15.99 | ||||
2025-07-16 | 13F | Cabana Llc | 7,572 | 596 | ||||||
2025-05-02 | 13F | Seaside Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22,545 | -0.12 | 1,774 | 0.40 | ||||
2025-07-07 | 13F | New Capital Management LP | 4,516 | 0.00 | 355 | 0.57 | ||||
2025-07-11 | 13F | LongView Wealth Management | 29,436 | -63.31 | 2,317 | -63.12 | ||||
2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 58,606 | 1.56 | 4,612 | 2.10 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 80,268 | 0.83 | 6,317 | 1.38 | ||||
2025-08-07 | 13F | Commerce Bank | 106,004 | -34.88 | 8,343 | -34.53 | ||||
2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Rothschild Investment Llc | 16,473 | 0.07 | 1,296 | 0.62 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 221,196 | -0.81 | 17,408 | -0.27 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 30,061 | 2.85 | 2,366 | 3.41 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11,872 | -1.84 | 934 | -1.27 |
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