Statistiques de base
Propriétaires institutionnels | 887 total, 887 long only, 0 short only, 0 long/short - change of 4,48% MRQ |
Allocation moyenne du portefeuille | 0.7181 % - change of 11,91% MRQ |
Actions institutionnelles (Long) | 223 432 617 (ex 13D/G) - change of 18,89MM shares 9,24% MRQ |
Valeur institutionnelle (Long) | $ 9 153 476 USD ($1000) |
Participation institutionnels et actionnaires
SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF (US:SPEM) détient 887 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 223,432,617 actions. Les principaux actionnaires incluent Creative Planning, Financial Engines Advisors L.L.C., LPL Financial LLC, Charles Schwab Investment Management Inc, Allworth Financial LP, Envestnet Asset Management Inc, Morgan Stanley, Ameriprise Financial Inc, Tiaa Trust, National Association, and Horizon Investments, LLC .
SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF (ARCA:SPEM) 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 44,82 / share. Previously, on September 9, 2024, the share price was 37,72 / share. This represents an increase of 18,82% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | BRYN MAWR TRUST Co | 43 | -84,81 | 2 | -90,91 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33 715 | 28,34 | 1 441 | 39,26 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 109 639 | 9,24 | 4 686 | 18,58 | ||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 25 609 | 46,94 | 1 008 | 50,90 | ||||
2025-08-14 | 13F | Vista Investment Management | 88 020 | -2,48 | 3 762 | 5,85 | ||||
2025-08-14 | 13F | Valley Financial Group, Inc. | 17 388 | -1,93 | 743 | 6,45 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 27 | 1 | ||||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 14 255 | 609 | ||||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 2 768 | 0,00 | 118 | 9,26 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 230 593 | 140,34 | 9 856 | 160,92 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 38 860 | 8,71 | 2 | 0,00 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 134 049 | -41,73 | 5 729 | -36,75 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 149 300 | -2,47 | 6 381 | 5,87 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 23 362 | -14,38 | 998 | -7,08 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 3 | 0,00 | 0 | |||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 186 248 | 3,24 | 7 960 | 12,08 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 4 653 | 208 | ||||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 323 023 | -5,02 | 13 774 | 7,74 | ||||
2025-07-09 | 13F | Capital Wealth Management, Llc | 435 228 | 2,64 | 18 602 | 11,42 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 24 447 | -1,78 | 1 045 | 11,18 | ||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 144 182 | -6,67 | 6 162 | 1,32 | ||||
2025-05-08 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30 178 | 8,68 | 1 290 | 17,93 | ||||
2025-07-22 | 13F | Net Worth Advisory Group | 15 483 | 0,87 | 662 | 9,44 | ||||
2025-07-18 | 13F | Vicus Capital | 22 866 | 97,68 | 977 | 114,73 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 914 | 268,79 | 82 | 305,00 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 13 640 | -0,02 | 583 | 21,50 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 313 052 | 0,30 | 13 380 | 8,89 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 12 485 | 0,00 | 534 | 8,55 | ||||
2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 22 115 | 7,13 | 945 | 16,38 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 2 136 | -0,23 | 0 | |||||
2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 89 055 | -0,88 | 3 806 | 7,61 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 9 682 | 2,79 | 414 | 11,62 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5 441 | -0,77 | 233 | 7,91 | ||||
2025-08-28 | NP | ELM - Elm Market Navigator ETF | 558 860 | 23 886 | ||||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 483 | -0,21 | 21 | 5,26 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 227 403 | 11,97 | 9 719 | 21,56 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 68 155 | -1,40 | 2 913 | 7,02 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 4 883 | 0,00 | 209 | 8,33 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 39 386 | -21,78 | 1 683 | -15,09 | ||||
2025-08-12 | 13F | Bahl & Gaynor Inc | 10 160 | 17,46 | 434 | 27,65 | ||||
2025-06-27 | NP | INTL - Main International ETF | 194 625 | 7 666 | ||||||
2025-07-25 | 13F | Concord Wealth Partners | 156 | -56,30 | 7 | -57,14 | ||||
2025-07-29 | 13F | Liquid Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 993 049 | 32,50 | 42 443 | 43,84 | ||||
2025-04-14 | 13F | Flagship Private Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Redmond Asset Management, LLC | 8 296 | -2,73 | 355 | 5,67 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 394 638 | 4,65 | 16 961 | 14,25 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 5 016 | 214 | ||||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 25 610 | 15,18 | 1 095 | 25,03 | ||||
2025-08-14 | 13F | Planwiser Financial, Llc | 54 968 | -26,20 | 2 394 | -19,94 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 009 | -66,99 | 257 | -64,25 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 47 997 | 722,85 | 2 | |||||
2025-08-14 | 13F | German American Bancorp, Inc. | 6 711 | 0,00 | 287 | 8,33 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 132 | 0,00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 7 063 | 0,00 | 302 | 8,27 | ||||
2025-07-29 | 13F | Portland Financial Advisors Inc | 19 405 | 5,78 | 829 | 14,82 | ||||
2025-08-05 | 13F | Landmark Wealth Management, Inc. | 313 120 | -12,76 | 13 383 | -5,30 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | 6 | ||||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 106 | 0,00 | 5 | 0,00 | ||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 26 940 | 1,07 | 1 | 0,00 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 56 642 | 509,78 | 2 421 | 563,01 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 356 | 15 | ||||||
2025-07-15 | 13F | Family Investment Center, Inc. | 18 821 | -2,57 | 804 | 5,79 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 36 333 | 45,90 | 1 553 | 58,37 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 4 691 | 200 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 614 170 | -12,51 | 26 | -3,70 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 9 641 | 6,10 | 412 | 15,41 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 180 873 | -12,62 | 7 731 | -5,14 | ||||
2025-07-15 | 13F | McAdam, LLC | 49 644 | -1,50 | 2 122 | 6,91 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 1 054 166 | -11,10 | 45 055 | -3,49 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 20 395 | 11,78 | 872 | 21,31 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 70 398 | 124,28 | 3 009 | 143,56 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 607 931 | 21,79 | 25 983 | 32,21 | ||||
2025-07-29 | 13F | Hoese & Co LLP | 1 243 | 0,00 | 53 | 10,42 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 7 195 | 3,79 | 307 | 12,87 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11 858 | 4,25 | 507 | 13,20 | ||||
2025-06-11 | 13F | Fortitude Financial, LLC | 38 247 | 0,76 | 1 506 | 3,37 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 985 350 | 15,36 | 42 114 | 25,24 | ||||
2025-05-15 | 13F | Eight 31 Financial Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 23 300 | 54,30 | 996 | 67,51 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 44 176 | 29,57 | 1 888 | 40,69 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 14 457 | -0,12 | 616 | 9,61 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 448 | 0,00 | 19 | 11,76 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 40 261 | -14,18 | 1 721 | -7,23 | ||||
2025-07-14 | 13F | Matrix Trust Co | 44 436 | 521,57 | 2 | |||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Battery Global Advisors, LLC | 22 356 | 0,00 | 956 | 8,52 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 20 217 | 0,01 | 864 | 8,68 | ||||
2025-08-15 | 13F | Truefg, Llc | 272 114 | 1,14 | 11 630 | 9,80 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 8 783 | 375 | ||||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 4 942 | 54,82 | 211 | 68,80 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 673 | 1,20 | 29 | 7,69 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 158 | 7 | ||||||
2025-07-08 | 13F | Parallel Advisors, LLC | 74 782 | 22,79 | 3 196 | 33,33 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Certior Financial Group, Llc | 84 275 | 304,12 | 3 602 | 338,61 | ||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 210 942 | 66,94 | 9 016 | 81,24 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 65 370 | 264,38 | 2 794 | 295,61 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 500 | 0,00 | 21 | 10,53 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Csenge Advisory Group | 59 505 | -0,80 | 2 433 | 7,47 | ||||
2025-07-31 | 13F | Red Wave Investments LLC | 118 062 | -1,66 | 5 046 | 6,75 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 191 535 | 19,02 | 8 186 | 29,22 | ||||
2025-07-14 | 13F | Cobblestone Asset Management LLC | 164 055 | 78,27 | 7 012 | 93,51 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 22 770 | 973 | ||||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 272 | 1,49 | 12 | 10,00 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 200 | 9 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 619 879 | -15,15 | 26 494 | -7,89 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 133 396 | -0,56 | 5 701 | 7,95 | ||||
2025-08-07 | 13F | CSM Advisors, LLC | 30 771 | -80,76 | 1 | -83,33 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 145 432 | 2,02 | 6 216 | 10,74 | ||||
2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 73 387 | 2,63 | 3 137 | 16,44 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 6 853 | 7,84 | 293 | 16,80 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 8 143 | 0,00 | 348 | 8,75 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 70 574 | 2,19 | 3 016 | 10,88 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9 400 | 0,27 | 402 | 8,67 | ||||
2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13 487 | -17,07 | 576 | -10,00 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 29 | 0,00 | 0 | |||||
2025-08-13 | 13F | VestGen Advisors, LLC | 280 427 | 130,48 | 12 111 | 152,84 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 18 317 | -5,92 | 783 | 2,09 | ||||
2025-07-23 | 13F | Gainplan LLC | 52 396 | -37,26 | 2 239 | -31,90 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 661 833 | 5,61 | 28 287 | 14,65 | ||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 14 084 | 0,49 | 602 | 9,07 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 46 317 | 31,52 | 2 049 | 47,87 | ||||
2025-08-14 | 13F | Novus Advisors, Llc | 46 301 | -31,24 | 1 979 | -25,39 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 14 635 | 80,15 | 625 | 95,92 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 12 166 | -9,34 | 520 | -1,70 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 34 930 | 0,00 | 1 493 | 6,42 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 6 805 | -22,79 | 291 | -16,43 | ||||
2025-08-15 | 13F | Cooksen Wealth, LLC | 10 747 | -38,95 | 459 | -27,94 | ||||
2025-07-23 | 13F | First Financial Group Corp | 5 306 | -2,48 | 227 | 5,61 | ||||
2025-07-21 | 13F | Life Planning Partners, Inc | 11 373 | 1,07 | 486 | 9,71 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 264 434 | 6,89 | 96 782 | 16,04 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 20 127 | -0,18 | 860 | 8,45 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 38 338 | 568,96 | 1 639 | 628,00 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 22 422 | -0,96 | 958 | 7,52 | ||||
2025-08-12 | NP | DFNDX - Kensington Defender Fund Institutional Class | 93 373 | 3 991 | ||||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 548 067 | -3,64 | 23 424 | 4,61 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 951 | -0,25 | 169 | 8,39 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 15 192 | 649 | ||||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 599 068 | 1,70 | 25 604 | 10,41 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 9 824 | 0,02 | 420 | 8,55 | ||||
2025-04-28 | 13F | D.a. Davidson & Co. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 11 526 | 4,50 | 493 | 13,36 | ||||
2025-08-12 | 13F | Ade, Llc | 99 219 | -0,63 | 4 241 | 7,86 | ||||
2025-08-08 | 13F | KM Capital Management Ltd. | 5 205 | 222 | ||||||
2025-07-31 | 13F | Mason & Associates Inc | 0 | -100,00 | 0 | |||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 19 445 | -25,79 | 831 | -19,40 | ||||
2025-04-25 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | St Germain D J Co Inc | 616 373 | 5,91 | 26 344 | 14,97 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 32 747 | -1,80 | 1 400 | 6,63 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 359 964 | -1,18 | 15 482 | 4,26 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 70 213 | 5,56 | 3 001 | 14,59 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 79 229 | -7,29 | 3 386 | 0,65 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 8 750 | -0,19 | 374 | 8,41 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 139 914 | -1,99 | 5 980 | 6,39 | ||||
2025-07-22 | 13F | Private Wealth Group, LLC | 11 352 | 9,34 | 485 | 18,87 | ||||
2025-08-11 | 13F | Tidemark, LLC | 1 005 | -18,09 | 43 | -12,50 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12 441 | 4,79 | 532 | 13,70 | ||||
2025-04-16 | 13F | Bensler, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1 382 531 | -27,43 | 59 089 | -21,21 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 1 072 | 0,00 | 46 | 7,14 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Hurley Capital, LLC | 19 323 | 17,44 | 826 | 27,51 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 29 986 | 21,22 | 1 282 | 31,65 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 7 806 | 3,12 | 334 | 11,74 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 98 717 | -0,61 | 4 219 | 7,90 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1 418 921 | 11,36 | 60 645 | 20,89 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 75 035 | -5,82 | 3 207 | 2,23 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 5 209 | -24,67 | 223 | -18,38 | ||||
2025-07-30 | 13F | Whittier Trust Co | 6 220 | 0,00 | 266 | 8,61 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 302 356 | -32,75 | 12 923 | -26,99 | ||||
2025-07-30 | 13F | Liberty One Investment Management, Llc | 30 062 | -3,42 | 1 285 | 4,82 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 154 315 | -21,25 | 6 595 | -14,51 | ||||
2025-08-12 | 13F | Change Path, LLC | 85 806 | -20,40 | 3 667 | -13,58 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 20 021 | 13,70 | 886 | 27,89 | ||||
2025-07-08 | 13F | GK Wealth Management LLC | 27 035 | 48,47 | 1 156 | 61,31 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 16 097 | 0,74 | 688 | 9,22 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 181 099 | 0,02 | 7 740 | 8,59 | ||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 42 640 | 12,35 | 1 822 | 21,95 | ||||
2025-06-26 | NP | ALLW - SPDR Bridgewater All Weather ETF | 201 962 | 7 955 | ||||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 29 931 | -27,98 | 1 279 | -21,82 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 733 297 | 41,56 | 31 | 55,00 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 22 | -56,86 | 1 | -100,00 | ||||
2025-07-21 | 13F | Compass Planning Associates Inc | 1 814 | 42,39 | 78 | 54,00 | ||||
2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 438 749 | 3,02 | 18 752 | 11,84 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 10 818 | 19,14 | 464 | 35,38 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 12 058 | 1,23 | 515 | 10,04 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 585 057 | -0,08 | 25 005 | 8,47 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 14 828 | 0,88 | 633 | 16,61 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 75 647 | -1,55 | 3 233 | 6,88 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 863 739 | -1,81 | 37 305 | 7,72 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 472 | 0,00 | 20 | 11,11 | ||||
2025-05-14 | 13F | ICONIQ Capital, LLC | 0 | -100,00 | 0 | |||||
2025-04-03 | 13F | First Hawaiian Bank | 40 489 | 0,00 | 1 594 | 2,64 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 288 104 | 16,62 | 12 314 | 29,90 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 667 857 | -3,94 | 71 284 | 4,28 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 468 | 0,00 | 20 | 11,11 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 2 670 904 | -3,45 | 114 154 | 4,81 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 26 201 | 88,67 | 1 120 | 104,95 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 8 614 | 65,75 | 368 | 80,39 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 238 | 0,00 | 10 | 11,11 | ||||
2025-08-07 | 13F | PFG Advisors | 31 249 | 233,79 | 1 336 | 262,77 | ||||
2025-07-28 | 13F | Copia Wealth Management | 3 619 | 0,00 | 155 | 8,45 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2 124 | 91 | ||||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 3 185 | 104,56 | 136 | 122,95 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 53 636 | 9,21 | 2 292 | 18,57 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 1 145 | 49 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64 256 | -1,29 | 2 746 | 7,18 | ||||
2025-08-13 | 13F | Northern Trust Corp | 7 748 | -8,99 | 331 | -1,19 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 12 002 | 0,00 | 513 | 8,47 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 195 | 0,00 | 8 | 14,29 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 221 212 | 16,51 | 9 455 | 26,49 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 47 101 | -0,28 | 2 016 | 8,39 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 12 263 | 4,78 | 524 | 13,91 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 15 258 | 652 | ||||||
2025-07-21 | 13F | Quent Capital, LLC | 58 515 | -5,75 | 2 501 | 2,29 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 75 908 | 0,54 | 3 244 | 9,15 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 8 901 | -24,50 | 380 | -18,10 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 12 250 | -7,62 | 524 | 0,19 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 88 340 | -37,96 | 3 776 | -32,66 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 288 | 12 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 191 668 | 26,94 | 8 | 60,00 | ||||
2025-08-14 | 13F | Comerica Bank | 186 765 | 19,59 | 7 982 | 29,83 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 8 805 | 880 400,00 | 376 | |||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 299 | 0,00 | 13 | 9,09 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 15 271 | -2,84 | 653 | 5,50 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 77 536 | 1,49 | 3 314 | 10,18 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 18 885 | 1,11 | 1 | |||||
2025-08-13 | 13F | Maia Wealth LLC | 34 930 | 50,34 | 1 493 | 69,93 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 70 | 0,00 | 3 | 0,00 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 37 421 | 13,59 | 1 599 | 23,28 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 238 723 | 11,34 | 10 203 | 20,86 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 65 278 | 17,47 | 2 790 | 27,53 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Benjamin Edwards Inc | 21 416 | -0,34 | 915 | 8,16 | ||||
2025-04-23 | 13F | Aspetuck Financial Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 9 723 | 6,68 | 416 | 15,92 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | 17 979 | 768 | ||||||
2025-08-13 | 13F | StoneX Group Inc. | 6 170 | -0,85 | 264 | 7,35 | ||||
2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 34 756 | 8,00 | 1 485 | 17,21 | ||||
2025-04-15 | 13F | Collier Financial | 53 988 | 1 098,14 | 2 126 | 1 135,47 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1 795 | -2,34 | 77 | 5,56 | ||||
2025-08-06 | 13F | TKG Advisors, LLC | 12 073 | 0,62 | 516 | 9,32 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 1 363 | -13,62 | 58 | -10,77 | ||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 30 073 | -27,06 | 1 285 | -20,83 | ||||
2025-07-18 | 13F | Truist Financial Corp | 96 702 | 10,15 | 4 133 | 19,59 | ||||
2025-08-12 | 13F | Main Management LLC | 1 146 | 0,00 | 0 | |||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 10 427 | 8,58 | 446 | 17,72 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 66 939 | 405,31 | 2 861 | 462,99 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 7 639 | 0,00 | 326 | 8,67 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11 337 | 2,02 | 485 | 10,76 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | IFG Advisors, LLC | 5 111 | 218 | ||||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 28 901 | 1,76 | 1 235 | 10,47 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 127 516 | 1 673,03 | 5 450 | 1 825,80 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 348 712 | 5,11 | 14 904 | 14,10 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 30 788 | 36,86 | 1 316 | 48,59 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 62 155 | 0,05 | 2 657 | 8,63 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 67 034 | 2,88 | 2 865 | 11,70 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 181 068 | 2,03 | 7 129 | 4,68 | ||||
2025-08-11 | 13F | October Effect Ltd | 17 440 | 745 | ||||||
2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 14 869 | -2,24 | 636 | 6,19 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 220 | 0,00 | 9 | 12,50 | ||||
2025-08-01 | 13F | Banco Santander, S.A. | 25 907 | -90,16 | 1 107 | -89,32 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 9 953 | 5,98 | 425 | 15,18 | ||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 3 182 524 | 309,56 | 135 997 | 344,46 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 33 825 | 329,41 | 1 446 | 366,13 | ||||
2025-08-13 | 13F | Custom Index Systems, Llc | 0 | -100,00 | 0 | |||||
2025-05-01 | 13F | Lane & Associates LLC | 7 286 | -15,90 | 287 | -14,63 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 2 567 | -15,31 | 110 | -8,40 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 58 271 | -0,98 | 2 491 | 7,51 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 50 455 | -6,01 | 2 156 | 2,04 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 117 079 | 0,50 | 5 004 | 9,09 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 8 | 0,00 | 0 | |||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 18 152 | 776 | ||||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 41 | 0,00 | 2 | 0,00 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 858 301 | -0,51 | 36 684 | 8,01 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 8 686 | -11,50 | 371 | -3,89 | ||||
2025-08-07 | 13F | Allworth Financial LP | 6 689 099 | 1,85 | 285 892 | 10,88 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 471 | 20 | ||||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 54 454 | 3,12 | 2 327 | 11,98 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 435 365 | 18 608 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 5 172 | 116,13 | 221 | 135,11 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 10 911 | -1,53 | 466 | 6,88 | ||||
2025-08-06 | 13F | Destiny Capital Corp/CO | 7 445 | 0,00 | 318 | 8,53 | ||||
2025-08-12 | 13F | Bravias Capital Group, LLC | 13 080 | 9,72 | 559 | 19,19 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 3 507 | -20,73 | 150 | -14,37 | ||||
2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 207 324 | 187,71 | 8 861 | 212,45 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 561 | 0,00 | 24 | 4,55 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 9 176 | -11,95 | 392 | -4,39 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 102 753 | 4,20 | 4 392 | 13,11 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 192 507 | 0,98 | 8 228 | 9,62 | ||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 27 264 | 0,00 | 1 165 | 8,57 | ||||
2025-08-08 | 13F | Advisory Resource Group | 60 164 | -1,98 | 2 571 | 6,42 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 686 | 158 | ||||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 26 391 | -19,51 | 1 128 | -12,64 | ||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 95 040 | 23,05 | 4 | 33,33 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 27 270 | -31,15 | 1 166 | -25,27 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 70 331 | 1,80 | 3 006 | 10,52 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 312 | 0,00 | 12 | 9,09 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 200 | 9 | ||||||
2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 74 093 | -24,39 | 3 167 | -17,94 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 486 | -1,08 | 234 | 7,34 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 5 317 | 0,00 | 227 | 8,61 | ||||
2025-08-14 | 13F | UBS Group AG | 1 561 642 | -1,90 | 66 745 | 6,50 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 84 099 | 3,35 | 3 594 | 12,21 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 67 248 | -1,35 | 2 874 | 7,12 | ||||
2025-08-11 | 13F | Intrust Bank Na | 80 885 | -0,37 | 3 457 | 8,17 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 556 | -11,41 | 280 | -3,78 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 43 | 0,00 | 2 | 0,00 | ||||
2025-07-16 | 13F | American National Bank | 22 462 | 50,15 | 960 | 63,27 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 18 408 | 1,29 | 787 | 9,93 | ||||
2025-07-17 | 13F | KWB Wealth | 581 753 | 25,84 | 22 904 | 29,13 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 666 335 | 6,99 | 71 219 | 16,15 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 577 | -91,64 | 67 | -90,73 | ||||
2025-07-09 | 13F | Triumph Capital Management | 21 558 | 2,44 | 921 | 11,23 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 21 236 | 19,10 | 905 | 28,73 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 18 620 | -1,64 | 796 | 6,71 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 160 360 | 3,94 | 6 854 | 12,83 | ||||
2025-08-04 | 13F | Coign Capital Advisors LLC | 16 401 | -0,88 | 701 | 7,53 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 102 363 | 0,00 | 4 226 | 0,00 | ||||
2025-07-30 | 13F | Mason & Associates, LLC | 130 232 | 5,07 | 5 566 | 14,08 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 3 577 | 0,70 | 153 | 9,35 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 8 838 | 0,36 | 378 | 8,96 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 13 759 | -16,65 | 588 | -9,40 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 15 130 | 25,80 | 647 | 36,58 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 72 608 | 4,24 | 3 103 | 13,17 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 133 521 | 1,92 | 5 707 | 11,05 | ||||
2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 6 523 | 279 | ||||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 61 590 | 3,42 | 2 632 | 12,29 | ||||
2025-08-04 | 13F | Atria Investments Llc | 27 119 | -20,17 | 1 159 | -13,31 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 250 | 11 | ||||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 885 | 38 | ||||||
2025-08-08 | 13F | Good Life Advisors, LLC | 263 116 | 15,20 | 11 246 | 25,07 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 | 0,00 | 0 | |||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 60 | 3 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 259 | -49,61 | 11 | -45,00 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 16 916 | 0,46 | 724 | 17,34 | ||||
2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 20 274 | -2,13 | 867 | 6,26 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 29 800 | 107,67 | 1 274 | 125,71 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 26 586 | 95,16 | 1 136 | 111,94 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 6 183 | 0,00 | 243 | 2,53 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 3 088 | 0,00 | 132 | 8,26 | ||||
2025-07-25 | 13F | Iron Financial, LLC | 30 117 | 1,62 | 1 287 | 10,38 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 26 039 | 68 423,68 | 1 113 | 111 100,00 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 33 733 | 0,34 | 1 442 | 8,92 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | GeoWealth Management, LLC | 757 286 | -1,04 | 32 366 | 7,44 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 236 | 43,03 | 10 | 66,67 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 102 828 | 5,84 | 47 134 | 14,89 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 60 153 | -26,24 | 2 577 | -19,72 | ||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 61 703 | -42,88 | 2 637 | -37,98 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 126 641 | 5,23 | 5 413 | 14,23 | ||||
2025-07-25 | 13F | Cwm, Llc | 2 190 512 | 12,00 | 94 | 20,78 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 9 104 | 22,58 | 358 | 26,06 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 10 076 | 16,88 | 431 | 26,84 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 60 | 1,69 | 3 | 0,00 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 13 619 | 0,00 | 582 | 23,31 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 1 138 987 | -2,34 | 48 680 | 6,06 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 42 | 2 | ||||||
2025-08-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 27 667 | 1 | ||||||
2025-07-21 | 13F | Single Point Partners, LLC | 85 703 | 1,06 | 4 | 0,00 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 511 500 | -1,06 | 21 862 | 7,41 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 264 | 1,15 | 11 | 10,00 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2 397 | 0,00 | 102 | 8,51 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 136 | 0,00 | 6 | 0,00 | ||||
2025-04-22 | 13F | Shum Financial Group, Inc. | 74 594 | 2,64 | 2 937 | 5,31 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 157 076 | 1,37 | 6 713 | 10,05 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 218 849 | 1,58 | 9 | 12,50 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 10 219 | -2,38 | 437 | 5,83 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 8 058 | -2,54 | 344 | 5,85 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 113 | 5 | ||||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 223 600 | 200,03 | 9 557 | 225,70 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 355 532 | 10,75 | 15 195 | 20,23 | ||||
2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 31 297 | -4,63 | 1 338 | 3,48 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 26 570 | 1 216,65 | 1 | |||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 54 003 | 46,33 | 2 308 | 58,95 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 929 | 40 | ||||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 73 074 | 1,69 | 3 123 | 10,39 | ||||
2025-07-15 | 13F | Norden Group Llc | 54 225 | 117,59 | 2 318 | 136,19 | ||||
2025-08-12 | 13F | Investments & Financial Planning, LLC | 4 870 | 208 | ||||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 264 670 | 34,59 | 11 312 | 46,11 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 10 566 | 0,00 | 452 | 8,67 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Investors Research Corp | 535 | 0,00 | 23 | 4,76 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 27 207 | 1 163 | ||||||
2025-07-30 | 13F | TFB Advisors LLC | 7 476 | 8,13 | 320 | 17,28 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 10 318 | -70,93 | 441 | -67,67 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 6 228 | -20,06 | 266 | -13,07 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 5 201 | 222 | ||||||
2025-07-10 | 13F | Secure Asset Management, LLC | 25 825 | 252,90 | 1 104 | 282,99 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 31 086 | -16,11 | 1 329 | -8,92 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 160 391 | -1,71 | 6 855 | 6,71 | ||||
2025-07-09 | 13F | Parkside Advisors LLC | 5 151 | 220 | ||||||
2025-08-01 | 13F | FSA Advisors, Inc. | 6 179 | -27,34 | 264 | -20,96 | ||||
2025-08-05 | 13F | Huntington National Bank | 28 226 | 15,55 | 1 206 | 25,49 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 51 652 | -2,34 | 2 208 | 6,00 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 6 045 | 0,00 | 258 | 8,86 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 24 665 | 3,80 | 1 054 | 12,73 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 7 530 | 0,07 | 322 | 8,45 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 63 694 | -0,64 | 2 722 | 7,89 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 18 486 | -14,54 | 804 | -5,96 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 144 403 | 1,41 | 6 172 | 10,08 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 335 | 14 | ||||||
2025-08-13 | 13F | Townsquare Capital Llc | 137 530 | -94,17 | 5 878 | -93,68 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 109 429 | 5,34 | 5 | 0,00 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 41 252 | -0,42 | 1 763 | 8,16 | ||||
2025-05-06 | 13F | AllGen Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 22 933 | 6,26 | 980 | 15,43 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 41 091 | -0,15 | 1 756 | 8,40 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 17 125 | 0,00 | 732 | 8,46 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 3 349 | 0,00 | 143 | 9,16 | ||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 14 140 | 604 | ||||||
2025-08-12 | 13F | Main Management ETF Advisors, LLC | 193 500 | -0,58 | 8 | 14,29 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 7 584 | 324 | ||||||
2025-07-24 | 13F | Reuter James Wealth Management, Llc | 5 718 | -0,03 | 244 | 8,44 | ||||
2025-07-31 | 13F | City State Bank | 21 426 | -1,56 | 916 | 6,89 | ||||
2025-06-27 | NP | IDUB - International Drawdown Managed Equity ETF | 1 924 073 | 8,87 | 75 789 | 10,72 | ||||
2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 107 144 | 0,00 | 5 | 0,00 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 9 842 | 0,00 | 421 | 8,53 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 19 169 | -0,15 | 819 | 8,48 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 65 539 | 149,30 | 2 801 | 170,89 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 4 880 | -47,15 | 209 | -42,70 | ||||
2025-08-12 | 13F | Chaney Capital Management, Inc. | 416 111 | 2,18 | 17 785 | 10,93 | ||||
2025-07-08 | 13F | Partnership Wealth Management, LLC | 57 952 | 2,76 | 2 477 | 11,53 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 52 079 | -8,55 | 2 226 | -0,76 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 169 489 | -5,69 | 7 244 | 2,37 | ||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 100 995 | -13,68 | 4 324 | -3,72 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 516 | 0,00 | 0 | |||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 19 400 | 829 | ||||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 122 | 0,00 | 48 | 6,82 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 197 777 | 46,83 | 8 453 | 59,41 | ||||
2025-08-14 | 13F | Fmr Llc | 66 007 | 29,23 | 2 821 | 40,35 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 2 739 | 0,00 | 117 | 9,35 | ||||
2025-07-30 | 13F | Securian Asset Management, Inc | 159 360 | -14,12 | 6 811 | -6,76 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 45 949 | 0,00 | 1 964 | 8,51 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 42 009 | -0,29 | 1 795 | 8,26 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 8 195 | 0,00 | 350 | 8,70 | ||||
2025-08-05 | 13F | Tsfg, Llc | 1 180 | 18,95 | 0 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 30 391 | 86,13 | 1 299 | 102,18 | ||||
2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | United Advisor Group, LLC | 8 028 | 343 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 19 802 | 16,20 | 846 | 26,27 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 16 290 | 50,28 | 1 | |||||
2025-08-15 | 13F | Optimist Retirement Group LLC | 152 875 | -1,89 | 6 534 | 6,50 | ||||
2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Idaho Trust Bank | 39 789 | -3,40 | 1 700 | 4,87 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 5 083 | -5,33 | 217 | 2,84 | ||||
2025-04-25 | 13F | Westfuller Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 86 684 | 71,39 | 3 705 | 86,04 | ||||
2025-08-05 | 13F | Key FInancial Inc | 92 229 | -9,27 | 3 942 | -1,50 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 16 893 | 1,47 | 722 | 10,23 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 4 940 | 211 | ||||||
2025-08-12 | 13F | Kensington Asset Management, LLC | 93 373 | 3 991 | ||||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 9 059 | 14,40 | 386 | 24,12 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 87 011 | 14,47 | 3 719 | 24,26 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 38 604 | 7,83 | 1 650 | 17,03 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 18 179 | -0,01 | 779 | 14,41 | ||||
2025-08-05 | 13F | Elm Partners Management LLC | 680 445 | 134,27 | 29 082 | 154,32 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 477 | 64,48 | 20 | 81,82 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 597 221 | 10,70 | 25 591 | 19,75 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 119 | 0,00 | 5 | 25,00 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 359 245 | 1 775,46 | 15 354 | 1 936,34 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 5 904 | -17,23 | 252 | -10,00 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 28 891 | -0,81 | 1 235 | 7,68 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 9 | 0 | ||||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 67 676 | -2,73 | 2 892 | 18,19 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 29 039 | 0,00 | 1 241 | 8,57 | ||||
2025-08-12 | 13F | Zacks Investment Management | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Better Money Decisions, LLC | 263 223 | 4,30 | 11 250 | 13,24 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 96 176 | -4,53 | 4 111 | 3,63 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 29 809 | 100,98 | 1 271 | 118,01 | ||||
2025-08-08 | 13F | Firestone Capital Management | 8 000 | 0,00 | 342 | 8,60 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 24 | 0,00 | 1 | |||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 203 823 | -36,20 | 8 711 | -30,74 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Melone Private Wealth, LLC | 123 187 | 3,69 | 5 253 | 12,29 | ||||
2025-08-08 | 13F | Cedar Wealth Management, LLC | 429 | 18 | ||||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 30 790 | -5,12 | 1 316 | 2,98 | ||||
2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 109 390 | 4 472 | ||||||
2025-07-14 | 13F | Abound Wealth Management | 4 724 | 1,42 | 202 | 9,84 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 11 801 | -3,34 | 504 | 5,00 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 338 822 | 14,31 | 14 481 | 24,10 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 621 | 0,00 | 27 | 8,33 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 11 705 | 37,09 | 500 | 48,81 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 357 | 0,00 | 15 | 7,14 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 35 358 | 21,50 | 1 511 | 31,97 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 16 215 | -0,55 | 693 | 8,11 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 16 238 | 0,09 | 694 | 8,78 | ||||
2025-07-16 | 13F/A | CX Institutional | 148 645 | 2,94 | 6 | 20,00 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 113 | 5 | ||||||
2025-04-07 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 38 848 | 1,95 | 1 660 | 10,67 | ||||
2025-08-04 | 13F | Balentine LLC | 6 984 | 0,87 | 298 | 9,56 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 1 424 | 61 | ||||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 196 | 0,00 | 8 | 14,29 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 27 074 | -4,01 | 1 157 | 4,23 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 6 343 | 0,44 | 271 | 9,27 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 56 643 | -2,09 | 2 421 | 6,28 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 13 626 | 12,84 | 582 | 22,53 | ||||
2025-05-02 | 13F | Apollon Financial, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 256 542 | -2,18 | 10 964 | 6,19 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 75 587 | -86,16 | 3 | -85,71 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 29 389 | 316,39 | 1 253 | 350,72 | ||||
2025-07-09 | 13F | Beacon Financial Group | 16 154 | 8,75 | 690 | 18,15 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 1 408 001 | -4,41 | 60 178 | 3,77 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 783 482 | 1,09 | 33 486 | 9,75 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 46 543 | -6,93 | 1 989 | 1,07 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 638 692 | 43,20 | 27 298 | 55,46 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 53 031 | 2 267 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 213 135 | 65,54 | 9 109 | 79,74 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 48 329 | -10,02 | 2 066 | -2,32 | ||||
2025-07-16 | 13F | BankPlus Wealth Management LLC | 26 512 | 40,30 | 1 133 | 52,49 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 8 484 | -1,12 | 362 | 7,42 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 42 | 0,00 | 2 | 0,00 | ||||
2025-07-23 | 13F | Meitav Dash Investments Ltd | 52 422 | 0,10 | 2 241 | 8,69 | ||||
2025-07-17 | 13F | BayBridge Capital Group, LLC | 68 243 | 2,35 | 2 917 | 11,13 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57 271 | 68,33 | 2 448 | 82,75 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 298 513 | 10,69 | 12 758 | 20,17 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 9 301 | 405 | ||||||
2025-07-16 | 13F | ORG Partners LLC | 5 812 | -4,60 | 249 | 3,33 | ||||
2025-07-17 | 13F | David Kennon Inc | 160 694 | -0,40 | 6 868 | 8,12 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 29 143 | 5,80 | 1 246 | 14,85 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 18 834 | 26,15 | 805 | 36,97 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 84 512 | -6,37 | 3 612 | 1,66 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 87 300 | 28,37 | 3 731 | 39,37 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 14 456 | 10,93 | 618 | 20,27 | ||||
2025-08-14 | 13F | Sei Investments Co | 786 093 | 15,77 | 33 598 | 25,68 | ||||
2025-05-07 | 13F | Nottingham Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 610 | 0,00 | 26 | 8,33 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | True Vision MN LLC | 5 402 | -43,88 | 231 | -39,15 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 2 206 | 24,63 | 94 | 36,23 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19 997 | 51,84 | 855 | 64,86 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 16 315 | -1,53 | 697 | 6,90 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 10 267 | -3,57 | 439 | 4,53 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 357 903 | 363,80 | 15 297 | 403,49 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 176 122 | 62,22 | 49 236 | 72,47 | ||||
2025-07-15 | 13F | ACT Advisors, LLC. | 10 936 | 0,67 | 467 | 9,37 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 133 082 | 0,13 | 5 688 | 8,70 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 97 940 | 92,82 | 4 186 | 109,35 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 12 958 | 106,47 | 555 | 124,70 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 1 141 575 | 686,16 | 48 791 | 753,57 | ||||
2025-08-14 | 13F | Betterment LLC | 1 824 389 | 124,54 | 78 | 148,39 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 60 | 0,00 | 3 | 0,00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 505 869 | 17,26 | 107 101 | 27,30 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 402 573 | 4,31 | 17 206 | 13,24 | ||||
2025-07-15 | 13F | Hofer & Associates. Inc | 35 086 | -0,79 | 1 500 | 7,69 | ||||
2025-07-15 | 13F | Kagan Cocozza Asset Management | 33 176 | -1,35 | 1 418 | 7,02 | ||||
2025-08-12 | 13F | Weitzel Financial Services, Inc. | 5 614 | 246 | ||||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 7 006 | 300 | ||||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 4 816 | -29,81 | 206 | -24,07 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 16 804 | 22,05 | 718 | 32,47 | ||||
2025-08-05 | 13F | Compton Financial Group, LLC | 359 245 | 101,18 | 15 354 | 118,41 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Argent Trust Co | 17 395 | -3,83 | 743 | 4,35 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 73 901 | 25,76 | 3 159 | 36,53 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 200 763 | 5,39 | 8 581 | 14,42 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 751 | 203 | ||||||
2025-08-01 | 13F | Penobscot Wealth Management | 19 833 | 39,13 | 848 | 50,98 | ||||
2025-08-13 | 13F | Rinkey Investments | 127 815 | 9,30 | 5 463 | 18,66 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 268 640 | 81,56 | 11 482 | 97,10 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 427 211 | 16,04 | 18 | 28,57 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 58 447 | 1,27 | 2 498 | 9,95 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 29 833 | -0,69 | 1 275 | 7,87 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Pineridge Advisors LLC | 640 614 | 2,26 | 27 380 | 11,01 | ||||
2025-08-15 | 13F | Morgan Stanley | 5 429 778 | 6,27 | 232 069 | 15,36 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Ballentine Partners, LLC | 486 126 | -0,94 | 20 777 | 7,55 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 11 792 | 92,52 | 504 | 108,71 | ||||
2025-07-08 | 13F | Range Financial Group LLC | 22 833 | 1,71 | 976 | 10,42 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 7 510 | 321 | ||||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 10 916 062 | 6 486,97 | 466 552 | 7 051,32 | ||||
2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 6 484 376 | 1,93 | 277 142 | 10,65 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 164 530 | 39,87 | 7 032 | 51,82 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 97 749 | 2,98 | 4 178 | 11,80 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 5 250 | -26,23 | 224 | -20,00 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 5 100 | 0,00 | 218 | 8,50 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 16 194 | 710 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 380 284 | 3,24 | 144 473 | 12,08 | ||||
2025-08-18 | 13F | Second Line Capital, LLC | 234 021 | 3,45 | 10 002 | 12,31 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 694 | 28,71 | 115 | 40,24 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 585 722 | 3,38 | 25 075 | 17,11 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 38 476 | 22,31 | 1 644 | 32,79 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 879 | -8,22 | 209 | -0,48 | ||||
2025-08-14 | 13F | Destination Wealth Management | 9 985 | 427 | ||||||
2025-08-12 | 13F | FreeGulliver LLC | 6 870 | 0,00 | 294 | 8,52 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 51 375 | 1,35 | 2 196 | 10,03 | ||||
2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 241 408 | 3,39 | 10 318 | 12,24 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 28 265 | 20,86 | 1 208 | 31,30 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 133 308 | -0,83 | 5 698 | 7,65 | ||||
2025-07-31 | 13F | TSA Wealth Managment LLC | 9 649 | 0,00 | 412 | 8,71 | ||||
2025-08-15 | 13F | Orcam Financial Group | 12 565 | 0,00 | 537 | 8,70 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 68 461 | 42,38 | 2 926 | 54,57 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 19 372 | -4,01 | 828 | 4,16 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 169 651 | 1,21 | 7 251 | 9,87 | ||||
2025-08-14 | 13F | Dagco, Inc. | 28 | 1 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 469 | 1,96 | 191 | 10,47 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 20 522 | -30,67 | 877 | -24,72 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 4 757 | 203 | ||||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 36 975 | 1,14 | 1 619 | 161 700,00 | ||||
2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 39 618 | 1,51 | 1 693 | 10,22 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 404 596 | 0,04 | 15 961 | 0,24 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 11 694 | -3,80 | 500 | 4,39 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 15 056 | -0,61 | 643 | 7,89 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 273 424 | -1,03 | 10 765 | 3,48 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 24 752 | 1 060 | ||||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 11 709 | 0,28 | 500 | 8,93 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 21 774 | 84,71 | 931 | 100,43 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 701 | 201 | ||||||
2025-07-22 | 13F | Ervin Investment Management, LLC | 79 044 | 1,77 | 3 378 | 10,50 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 2 477 285 | -2,04 | 105 879 | 6,34 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 23 999 | 25,87 | 1 026 | 36,67 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 984 214 | 54,69 | 42 065 | 67,93 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 129 207 | -0,55 | 5 522 | 7,96 | ||||
2025-04-14 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 253 600 | 0,25 | 10 839 | 8,83 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 15 982 | 683 | ||||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 29 545 | 6,44 | 1 263 | 15,57 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 155 563 | 3,94 | 6 649 | 12,83 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 7 898 | 338 | ||||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 42 054 | 33,89 | 1 830 | 49,06 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 10 511 | 23,67 | 449 | 34,43 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26 530 | 1 134 | ||||||
2025-08-07 | 13F | Nwam Llc | 16 871 | 188,10 | 729 | 216,96 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 69 372 | 8,18 | 2 965 | 17,43 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 24 481 | 1 046 | ||||||
2025-07-22 | 13F | Vantage Investment Partners, LLC | 8 478 | 0,00 | 362 | 8,71 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 25 083 | 0,96 | 1 072 | 9,61 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 132 714 | 2,61 | 5 672 | 11,35 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 800 152 | -0,18 | 34 198 | 8,01 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 17 467 | 747 | ||||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 591 | -25,88 | 367 | -19,52 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 15 070 | 0,37 | 644 | 8,97 | ||||
2025-05-06 | 13F | Guidance Capital, Inc | 0 | -100,00 | 0 | |||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 49 | 2 | ||||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 800 | 0,00 | 34 | 9,68 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 10 990 | -8,03 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 334 327 | 25,60 | 14 289 | 36,36 | ||||
2025-07-22 | 13F | Stanich Group LLC | 11 722 | -11,18 | 502 | -3,28 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 71 594 | 5,79 | 3 060 | 14,83 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 145 644 | -3,04 | 6 225 | 5,24 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 630 359 | 30,83 | 26 942 | 42,03 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 20 153 | 23,74 | 861 | 34,32 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 39 608 | 0,44 | 1 693 | 9,02 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39 858 | -5,34 | 1 704 | 2,78 | ||||
2025-07-17 | 13F | MBA Advisors LLC | 43 084 | -9,73 | 1 841 | -2,02 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 31 150 | 0,02 | 1 331 | 8,56 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 688 270 | 12,19 | 29 417 | 21,80 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 315 237 | -13,34 | 13 473 | -5,92 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 282 264 | 169,34 | 12 064 | 192,44 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 57 616 | -0,84 | 2 462 | 7,65 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9 728 | -1,77 | 416 | 6,68 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 47 822 | 9,28 | 2 044 | 18,64 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 10 419 | 3,53 | 445 | 12,37 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 143 802 | 0,42 | 6 146 | 9,03 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 53 084 | -8,74 | 2 269 | -0,96 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 7 977 | -50,08 | 341 | -45,95 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 16 017 | 685 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 1 989 | -6,44 | 85 | 2,41 | ||||
2025-07-28 | 13F | Brown Financial Advisory | 42 338 | -10,78 | 1 810 | -3,16 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 6 688 | 0,00 | 286 | 8,37 | ||||
2025-08-14 | 13F | Scott Marsh Financial, LLC | 10 992 | 470 | ||||||
2025-08-13 | 13F | Gibbs Wealth Management | 148 782 | 6 359 | ||||||
2025-08-12 | 13F | Virtu Financial LLC | 19 364 | 1 | ||||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 41 670 | 0,00 | 1 781 | 8,54 | ||||
2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 22 477 | 919 | ||||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 6 180 | 264 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 32 476 | 7,48 | 1 388 | 16,74 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 10 672 | -7,36 | 456 | 0,66 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 3 387 | 0,00 | 145 | 8,27 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Stadion Money Management, LLC | 1 309 169 | -22,77 | 55 954 | -16,16 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 259 425 | 13,87 | 11 088 | 26,84 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 240 | 10 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 45 378 | -2,97 | 1 939 | 5,32 | ||||
2025-08-06 | 13F | Forbes Financial Planning, Inc. | 45 809 | -37,00 | 1 958 | -31,62 | ||||
2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 168 969 | 202,68 | 7 222 | 228,68 | ||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 14 147 | 0,00 | 557 | 0,00 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 135 059 | 8,56 | 5 772 | 18,04 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 72 143 | 4 225,12 | 2 | -98,46 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Wolff Financial Management Llc | 115 010 | 3,05 | 5 | 0,00 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 8 661 | -9,37 | 371 | -1,33 | ||||
2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 7 969 | -1,80 | 341 | 6,56 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 100 564 | -4,11 | 4 298 | 4,09 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 8 697 | -0,13 | 372 | 8,48 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 967 | 0,00 | 41 | 7,89 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 22 134 | -1,94 | 946 | 6,53 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 6 198 | 265 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 177 710 | -13,16 | 7 595 | -5,72 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 114 689 | 3,17 | 4 902 | 12,00 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 943 | 2,84 | 40 | 11,11 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 93 790 | 5,03 | 4 009 | 14,03 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 84 213 | 2,42 | 3 599 | 11,18 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 89 121 | -0,01 | 3 809 | 8,55 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 311 | 0,00 | 13 | 8,33 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 22 281 | -0,04 | 1 | |||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 140 565 | 7,71 | 6 008 | 16,94 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 5 700 | 244 | ||||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 416 459 | 3 503,21 | 17 799 | 3 811,87 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 112 240 | 0,47 | 4 797 | 9,07 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 70 | 0,00 | 3 | 0,00 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 10 678 | 0,74 | 458 | 7,03 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 370 | 0,00 | 16 | 7,14 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 174 | 0,00 | 7 | 0,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 350 | 100 | ||||||
2025-05-12 | 13F | Capital Planning Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Capital CS Group, LLC | 5 850 | -2,78 | 250 | 5,93 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 892 | 209 | ||||||
2025-07-30 | 13F | Bogart Wealth, LLC | 3 621 | 0,00 | 155 | 8,45 | ||||
2025-08-13 | 13F | M&t Bank Corp | 49 541 | -2,35 | 2 117 | 6,01 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | West Wealth Group, LLC | 358 412 | 60,07 | 15 595 | 76,18 | ||||
2025-08-07 | 13F | Accent Capital Management, LLC | 400 | 0,00 | 17 | 13,33 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 26 857 | -65,89 | 1 170 | -61,32 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 44 904 | -3,80 | 1 919 | 4,46 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 274 | 25,11 | 12 | 37,50 |
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