Statistiques de base
Propriétaires institutionnels | 1251 total, 1251 long only, 0 short only, 0 long/short - change of 0,32% MRQ |
Allocation moyenne du portefeuille | 0.9631 % - change of -3,79% MRQ |
Actions institutionnelles (Long) | 409 251 180 (ex 13D/G) - change of 34,99MM shares 9,35% MRQ |
Valeur institutionnelle (Long) | $ 31 152 089 USD ($1000) |
Participation institutionnels et actionnaires
Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (US:BSV) détient 1251 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 409,251,180 actions. Les principaux actionnaires incluent 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 .
Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (ARCA:BSV) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 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.
Indice de confiance des fonds
L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.
Fréquence de mise à jour : Quotidienne
Ratio put/call institutionnel
En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.
L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.
Déclarations 13F et NPORT
Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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Important Note
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Load AllDate de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 |
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