Statistiques de base
Propriétaires institutionnels | 1212 total, 1204 long only, 3 short only, 5 long/short - change of 6,31% MRQ |
Allocation moyenne du portefeuille | 1.4547 % - change of 1,89% MRQ |
Actions institutionnelles (Long) | 314 098 178 (ex 13D/G) - change of 12,97MM shares 4,31% MRQ |
Valeur institutionnelle (Long) | $ 28 874 220 USD ($1000) |
Participation institutionnels et actionnaires
SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF (US:SPYG) détient 1212 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 314,158,490 actions. Les principaux actionnaires incluent LPL Financial LLC, Financial Engines Advisors L.L.C., Allworth Financial LP, Envestnet Asset Management Inc, Ameriprise Financial Inc, Morgan Stanley, Jpmorgan Chase & Co, Horizon Investments, LLC, Equitable Holdings, Inc., and Valmark Advisers, Inc. .
SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF (ARCA:SPYG) 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 8, 2025 is 100,97 / share. Previously, on September 9, 2024, the share price was 77,27 / share. This represents an increase of 30,67% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Qube Research & Technologies Ltd | 183 508 | -31,90 | 17 492 | -19,23 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 165 | 0,00 | 16 | 15,38 | ||||
2025-08-05 | 13F | Burney Co/ | 60 507 | 29,48 | 5 768 | 53,58 | ||||
2025-07-16 | 13F | Ayalon Holdings Ltd. | 12 122 | 0,00 | 1 | |||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 13 177 | -0,12 | 1 059 | -8,63 | ||||
2025-07-08 | 13F | Choice Wealth Advisors, LLC | 246 579 | -2,07 | 23 504 | 16,15 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 316 | -7,32 | 411 | 9,89 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 43 510 | -5,86 | 4 147 | 11,66 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 829 241 | -71,86 | 79 043 | -66,62 | ||||
2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 449 | 0,00 | 43 | 16,67 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47 680 | 1,72 | 4 545 | 20,63 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 989 939 | 5,10 | 94 361 | 24,65 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 244 412 | 2,37 | 23 297 | 21,41 | ||||
2025-05-12 | 13F | Financial Services Advisory Inc | 0 | -100,00 | 0 | |||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 8 067 | -16,75 | 648 | 2,86 | ||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 5 242 | 500 | ||||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 22 961 | 62,74 | 1 904 | 110,98 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 10 961 | 0,00 | 1 045 | 28,10 | ||||
2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 2 993 | 285 | ||||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 142 226 | -35,54 | 13 557 | -23,55 | ||||
2025-08-14 | 13F | Permanens Capital L.P. | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 108 452 | 110,72 | 10 280 | 149,33 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 625 | 0,00 | 60 | 18,00 | ||||
2025-05-05 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-18 | 13F | Vicus Capital | 224 198 | 7,49 | 21 371 | 27,48 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 127 207 | 4,41 | 12 125 | 36,64 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 9 336 | -25,35 | 890 | -11,54 | ||||
2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 2 654 | 0,00 | 253 | 18,31 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 10 977 | -13,09 | 1 046 | 3,05 | ||||
2025-07-17 | 13F | PMG Wealth Management, Inc. | 11 722 | 8,08 | 1 117 | 28,24 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) | Short | -534 | -0,00 | -51 | 19,05 | |||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 913 | 87 | ||||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15 847 | 8,02 | 1 511 | 28,07 | ||||
2025-07-16 | 13F | Twelve Points Wealth Management LLC | 12 209 | 0,00 | 1 164 | 18,55 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 35 596 | 51,80 | 3 393 | 80,10 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 608 977 | 7,62 | 58 048 | 27,63 | ||||
2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 7 675 | 732 | ||||||
2025-07-09 | 13F | Breakwater Investment Management | 88 | 0,00 | 8 | 14,29 | ||||
2025-08-07 | 13F | Future Fund LLC | 2 810 | 268 | ||||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 32 297 | 0,00 | 3 079 | 18,61 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2 694 | 0,00 | 257 | 18,52 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 39 373 | -19,34 | 3 801 | -3,14 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 1 273 | 10,41 | 121 | 31,52 | ||||
2025-08-14 | 13F | Colony Group, LLC | 143 327 | 1,16 | 13 662 | 19,97 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 269 | -58,49 | 26 | -51,92 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 125 512 | 1,81 | 11 964 | 20,75 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 20 398 | -9,38 | 1 944 | 7,46 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 9 179 | 4,77 | 738 | -4,29 | ||||
2025-08-13 | 13F | Financial & Tax Architects, LLC | 3 520 | 336 | ||||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 112 016 | 10,77 | 10 677 | 31,38 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 6 430 | 0,00 | 613 | 18,60 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 28 161 | 3 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 8 592 | 25,61 | 819 | 49,00 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 2 021 | 2,64 | 0 | |||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 15 665 | 15,75 | 1 493 | 37,35 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 3 820 | 0,00 | 364 | 18,57 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 716 008 | 3,85 | 68 250 | 23,16 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 110 780 | -6,84 | 10 560 | 10,48 | ||||
2025-05-07 | 13F | New Republic Capital, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 55 569 | -4,37 | 5 297 | 13,40 | ||||
2025-08-01 | 13F | First National Trust Co | 1 202 302 | 13,16 | 114 603 | 34,21 | ||||
2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 1 086 545 | 92,35 | 103 569 | 128,13 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 705 | 0,14 | 67 | 19,64 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 3 365 | 321 | ||||||
2025-08-06 | 13F | Black Swift Group, LLC | 671 263 | -34,63 | 63 985 | -22,47 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 2 604 | 0,00 | 248 | 18,66 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 234 498 | -3,29 | 22 352 | 14,70 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 632 | 2 575,41 | 156 | 3 000,00 | ||||
2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Jericho Financial, Llp | 19 174 | 0,66 | 1 828 | 19,41 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 2 633 | -0,83 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 294 338 | -10,28 | 28 056 | 6,41 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 703 | 0,00 | 162 | 19,12 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 835 | 0,00 | 80 | 17,91 | ||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 1 520 | 0,00 | 145 | 18,03 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 8 471 | -3,91 | 807 | 13,98 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 116 693 | -11,72 | 11 123 | -4,26 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 3 460 | 0,12 | 330 | 18,77 | ||||
2025-07-30 | 13F | Green Square Capital Advisors Llc | 2 810 | 0,00 | 268 | 18,67 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 5 907 | 26,16 | 563 | 49,73 | ||||
2025-08-06 | 13F | Summit Investment Advisors, Inc. | 17 708 | -0,38 | 1 713 | 15,74 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 14 685 | -1,68 | 1 400 | 16,58 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 637 | 501,72 | 633 | 618,18 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 2 920 | -13,38 | 278 | 2,96 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 130 922 | -5,69 | 12 479 | 11,86 | ||||
2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 5 082 | -6,49 | 484 | 11,01 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 58 | 6 | ||||||
2025-07-28 | 13F | Tower Wealth Partners, Inc. | 202 481 | 1,49 | 19 300 | 20,37 | ||||
2025-06-11 | 13F | Fortitude Financial, LLC | 82 544 | 0,50 | 6 634 | -8,10 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 72 418 | 28,19 | 6 903 | 50,96 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 5 705 | -80,33 | 544 | -76,67 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 32 813 | -20,27 | 3 128 | -5,44 | ||||
2025-04-17 | 13F | Acropolis Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-03 | 13F | City Center Advisors, LLC | 73 943 | -0,67 | 7 048 | 17,80 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 112 762 | -2,69 | 11 | 22,22 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 59 581 | -0,73 | 5 679 | 17,75 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 6 293 | -0,30 | 600 | 18,15 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 38 | -89,08 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 5 600 | -76,57 | 534 | -72,24 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 4 304 | 10,30 | 410 | 30,99 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 031 905 | -0,88 | 98 361 | 17,56 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 277 740 | 1 018,12 | 26 474 | 1 230,35 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 20 915 | 633,60 | 1 994 | 770,31 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 973 | -16,34 | 93 | -1,08 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 5 642 681 | 3,64 | 537 860 | 22,92 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 358 726 | -40,02 | 34 194 | -28,86 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 2 120 | 57,62 | 202 | 87,04 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 6 072 | 0,03 | 579 | 18,69 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 23 754 | -2,11 | 2 264 | 16,10 | ||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 201 456 | 5,93 | 19 203 | 25,63 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 129 102 | -47,19 | 12 306 | -37,36 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 7 426 | 8,44 | 708 | 28,55 | ||||
2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 111 007 | 1,87 | 9 956 | 4,32 | ||||
2025-08-27 | NP | FPACX - FPA Crescent Fund | Short | -59 768 | -0,00 | -5 697 | 18,61 | |||
2025-08-01 | 13F | Shilanski & Associates, Inc. | 110 591 | 2,07 | 10 542 | 21,05 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 3 116 | 7,93 | 297 | 28,02 | ||||
2025-08-15 | 13F | Truefg, Llc | 471 980 | 0,97 | 44 989 | 19,75 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 4 717 | -4,38 | 423 | 12,20 | ||||
2025-07-21 | 13F | Financial Council Asset Management Inc | 81 206 | 2,00 | 7 741 | 20,98 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 2 444 532 | -14,36 | 233 013 | 1,57 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 371 449 | -0,09 | 35 406 | 18,50 | ||||
2025-08-12 | 13F | Camden National Bank | 19 018 | 14,29 | 1 813 | 35,53 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 12 312 | 36 111,76 | 1 174 | 58 550,00 | ||||
2025-07-14 | 13F | Cobblestone Asset Management LLC | 103 271 | -18,07 | 9 844 | -2,83 | ||||
2025-05-12 | 13F | Sandy Cove Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 32 583 | 6,37 | 3 106 | 26,17 | ||||
2025-08-05 | 13F | Rockline Wealth Management, LLC | 5 209 | 1,22 | 497 | 20,10 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 234 981 | 33,26 | 22 398 | 58,04 | ||||
2025-07-16 | 13F | Motive Wealth Advisors | 82 939 | 25,54 | 7 906 | 48,90 | ||||
2025-07-21 | NP | GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares | 2 300 559 | 0,00 | 206 337 | 2,40 | ||||
2025-08-04 | 13F/A | 626 Financial, LLC | 8 542 | 0,00 | 814 | 18,66 | ||||
2025-07-29 | 13F | Ballast, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11 108 | 31,04 | 1 059 | 55,36 | ||||
2025-04-23 | 13F | Sabal Trust CO | 69 860 | 0,00 | 5 615 | -8,57 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 174 | 866,67 | 17 | 1 500,00 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 39 105 | 1,85 | 3 728 | 20,81 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2 693 | -5,87 | 257 | 11,79 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 4 307 | 4,82 | 411 | 24,24 | ||||
2025-08-08 | 13F | Creative Planning | 735 165 | 0,63 | 70 076 | 19,35 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 322 803 | 12,41 | 30 770 | 33,32 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 55 291 | -28,96 | 5 270 | -15,75 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 52 479 | -6,35 | 5 002 | 11,08 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 1 188 453 | 6,22 | 113 283 | 25,98 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 8 963 | -35,89 | 861 | -23,33 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 10 | -82,14 | 1 | -100,00 | ||||
2025-04-28 | 13F | Capstone Wealth Management Group, Llc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 41 795 | 1,09 | 3 984 | 17,49 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 37 | -96,45 | 0 | |||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 17 207 | 2,83 | 1 640 | 22,02 | ||||
2025-07-24 | 13F | Tandem Capital Management Corp /adv | 5 720 | -1,29 | 545 | 17,20 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 265 168 | -4,48 | 25 276 | 13,29 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 234 862 | -9,02 | 22 435 | 8,13 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 22 991 | 67,51 | 2 192 | 98,64 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 12 277 | 117,33 | 987 | 118,14 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 26 383 | -43,03 | 2 515 | -32,44 | ||||
2025-08-06 | 13F | Bensler, LLC | 2 103 | 200 | ||||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 99 284 | -0,25 | 9 464 | 18,30 | ||||
2025-08-05 | 13F | Dahring | Cusmano Llc | 8 967 | -0,53 | 855 | 17,96 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 351 980 | 4,16 | 33 551 | 23,54 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 33 042 | -4,76 | 3 150 | 12,95 | ||||
2025-04-23 | 13F | Golden State Equity Partners | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 41 709 | 2,39 | 3 976 | 21,45 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 374 | 0,81 | 36 | 20,69 | ||||
2025-07-18 | 13F | Founders Capital Management | 87 445 | 2,59 | 8 335 | 21,68 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 99 762 | 21,86 | 9 509 | 44,54 | ||||
2025-08-05 | 13F | Snider Financial Group | 3 146 | -6,79 | 300 | 10,33 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 264 533 | 19,67 | 26 530 | 46,38 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2 773 | -21,06 | 264 | -6,38 | ||||
2025-07-24 | 13F/A | TFR Capital, LLC. | 7 467 | 0,20 | 712 | 18,90 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 7 277 | 0,00 | 694 | 18,66 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 212 | 0,00 | 20 | 17,65 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 289 | 0,00 | 28 | 17,39 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 3 042 | -30,96 | 290 | -18,08 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 8 229 | -0,34 | 784 | 18,25 | ||||
2025-08-12 | 13F | Bokf, Na | 3 007 | 81,69 | 287 | 115,04 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 23 409 | 3,12 | 2 232 | 22,37 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 2 557 | 244 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 88 400 | 8 426 | ||||||
2025-07-16 | 13F | Falcon Wealth Planning | 2 583 | -34,61 | 246 | -22,40 | ||||
2025-08-08 | 13F | KM Capital Management Ltd. | 12 225 | -16,45 | 1 165 | -0,85 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 456 | 338,46 | 43 | 437,50 | ||||
2025-08-11 | 13F | Tidemark, LLC | 167 790 | -6,74 | 15 994 | 10,60 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 50 171 | 5 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 2 315 195 | 4,89 | 220 684 | 24,40 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 218 219 | -3,67 | 20 801 | 14,24 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 399 | 1 562,50 | 38 | 3 600,00 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15 985 | -16,78 | 1 524 | -1,30 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 49 410 | 11,36 | 4 710 | 32,09 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 380 | 36 | ||||||
2025-08-04 | 13F | AMG National Trust Bank | 4 800 | 0,00 | 458 | 18,70 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 5 352 760 | -9,59 | 510 225 | 7,22 | ||||
2025-07-24 | 13F | Moseley Investment Management Inc | 2 117 | -33,82 | 202 | -21,79 | ||||
2025-07-22 | 13F | Private Wealth Group, LLC | 50 265 | 24,22 | 4 791 | 47,32 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2 661 | -69,82 | 0 | |||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 6 502 | 58,55 | 520 | 44,44 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 14 180 | -0,01 | 1 352 | 18,61 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 136 | -52,94 | 13 | -47,83 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 414 289 | 136,34 | 39 272 | 179,61 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 48 630 | 116,45 | 4 635 | 156,79 | ||||
2025-07-31 | 13F/A | Avion Wealth | 1 959 | 4,93 | 0 | |||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Invesco Ltd. | 16 311 | -10,22 | 1 555 | 6,44 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 2 991 | 0,84 | 285 | 19,75 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7 096 | 21,65 | 676 | 44,44 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 120 766 | 2,30 | 11 511 | 21,33 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 1 651 | 157 | ||||||
2025-07-17 | 13F | City Holding Co | 610 | 0,00 | 58 | 18,37 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 38 945 | 81,78 | 3 712 | 115,69 | ||||
2025-07-30 | 13F | Whittier Trust Co | 944 | 0,00 | 90 | 18,67 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 2 157 | 206 | ||||||
2025-04-23 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 536 744 | 0,67 | 51 163 | 19,39 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 22 890 | 59,63 | 2 182 | 89,32 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 5 611 | -50,71 | 534 | -38,81 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 151 573 | 25,25 | 14 448 | 48,54 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 576 325 | 7,09 | 57 800 | 31,00 | ||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 44 134 | 36,55 | 4 207 | 61,96 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11 073 | -1,13 | 1 055 | 17,22 | ||||
2025-07-15 | 13F | Significant Wealth Partners LLC | 9 811 | 935 | ||||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 3 347 | 0,00 | 319 | 9,25 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 41 867 | 1,14 | 3 991 | 19,96 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 124 160 | 93,85 | 11 835 | 129,92 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1 227 | 0,00 | 117 | 18,37 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 20 731 | 690 933,33 | 1 976 | |||||
2025-07-08 | 13F | GK Wealth Management LLC | 2 879 | 0,35 | 274 | 19,13 | ||||
2025-07-07 | 13F | Investors Research Corp | 193 132 | 7,90 | 18 409 | 27,97 | ||||
2025-07-15 | 13F | Graypoint LLC | 74 994 | -1,93 | 7 148 | 16,32 | ||||
2025-08-14 | 13F | Peak Asset Management, LLC | 2 833 | 0,00 | 270 | 18,94 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 230 | -92,38 | 22 | -91,32 | ||||
2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 201 395 | 0,96 | 19 197 | 19,74 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 15 032 | 0,00 | 1 433 | 18,54 | ||||
2025-08-14 | 13F | Byrne Financial Freedom, Llc | 28 974 | 1,13 | 2 762 | 19,94 | ||||
2025-04-23 | 13F | Sunesis Advisors, LLC | 12 221 | 0,00 | 982 | -8,57 | ||||
2025-08-07 | 13F | PFG Advisors | 65 525 | 343,07 | 6 246 | 425,67 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4 655 | -11,25 | 444 | 5,23 | ||||
2025-07-07 | 13F | Insight Wealth Strategies, LLC | 3 592 | 0,14 | 339 | 17,36 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 124 068 | -8,48 | 12 | 10,00 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 81 406 | -2,66 | 7 760 | 15,44 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 556 | 0,00 | 53 | 18,18 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 7 464 | 0,89 | 711 | 19,70 | ||||
2025-08-15 | 13F | Morgan Stanley | 8 215 054 | 7,21 | 783 059 | 27,15 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 3 383 | 323 | ||||||
2025-05-28 | NP | MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | Short | -10 | -1 | |||||
2025-07-22 | 13F | Financial Insights, Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 16 621 | -12,96 | 1 584 | 3,26 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 57 003 | -38,74 | 5 434 | -27,35 | ||||
2025-08-18 | 13F | Goodman Advisory Group, LLC | 192 880 | 2 642,89 | 18 385 | 3 153,98 | ||||
2025-06-26 | NP | HF - DGA Absolute Return ETF | 32 829 | -4,12 | 2 692 | -12,86 | ||||
2025-04-10 | 13F | Bremer Bank National Association | 5 508 | 1,23 | 443 | -7,53 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 818 956 | 0,23 | 78 063 | 18,87 | ||||
2025-08-07 | 13F | Sanchez Wealth Management Group | 132 820 | 3,85 | 12 660 | 23,18 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 18 200 | 0,00 | 1 735 | 18,60 | ||||
2025-08-04 | 13F | Assetmark, Inc | 139 279 | 26,41 | 13 276 | 49,94 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 12 610 | 8,73 | 1 202 | 28,97 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 2 998 | -4,46 | 286 | 13,10 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 36 258 | 0,88 | 3 456 | 19,67 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 562 712 | -5,22 | 54 060 | 13,29 | ||||
2025-08-05 | 13F | Marion Wealth Management | 80 757 | 1,69 | 7 698 | 20,60 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 11 391 | 11,16 | 1 086 | 31,83 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 14 201 | 13,64 | 1 354 | 34,76 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 29 019 | -10,60 | 2 766 | 6,06 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 16 796 | -2,31 | 1 634 | 14,52 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 221 | -6,50 | 307 | 11,23 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7 627 | -0,61 | 727 | 18,02 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 151 763 | 28,94 | 14 466 | 52,93 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 77 056 | 10,00 | 7 345 | 30,44 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 863 | 0,00 | 82 | 18,84 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 159 329 | 3,94 | 15 187 | 23,28 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 60 250 | 12,88 | 5 743 | 33,90 | ||||
2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 3 750 | 0,00 | 301 | -8,51 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 2 672 | 0,45 | 255 | 19,25 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 3 119 | 0,00 | 297 | 18,80 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 27 | 3 | ||||||
2025-08-07 | 13F | Addison Advisors LLC | 71 | 7 | ||||||
2025-07-23 | 13F | Eagle Strategies LLC | 274 452 | -0,91 | 26 161 | 17,52 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 106 436 | 60,21 | 10 145 | 90,02 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 1 815 | 0,00 | 173 | 19,31 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 3 886 | -0,92 | 370 | 17,46 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3 825 697 | 3,02 | 364 665 | 22,18 | ||||
2025-08-13 | 13F | Northern Trust Corp | 43 383 | -1,69 | 4 135 | 16,61 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 12 296 | 313,87 | 1 172 | 392,44 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 4 264 | 16,85 | 406 | 38,57 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 137 | -60,86 | 13 | -53,57 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 2 210 | 0 | ||||||
2025-08-14 | 13F | Systematic Alpha Investments, LLC | 70 000 | 0,00 | 6 672 | 18,61 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 27 428 | -0,55 | 2 614 | 17,96 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 212 144 | 3,52 | 20 222 | 22,78 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 3 | 0,00 | 0 | |||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 30 783 | 23,54 | 2 934 | 46,55 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 71 260 | 837,14 | 6 793 | 1 011,62 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 5 638 | 34,72 | 537 | 59,82 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Trust Co Of Vermont | 215 | 0,00 | 20 | 17,65 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 38 | -36,67 | 3 | -40,00 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1 085 277 | 10 781,06 | 103 449 | 12 814,86 | ||||
2025-04-17 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 3 040 | 2,88 | 290 | 21,94 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 179 826 | 0,49 | 17 141 | 19,18 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 56 074 | -3,08 | 5 345 | 14,95 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 157 950 | 13,12 | 15 056 | 22,67 | ||||
2025-07-28 | 13F | Copia Wealth Management | 1 263 | 0,32 | 120 | 18,81 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 3 237 | 0,06 | 309 | 18,92 | ||||
2025-07-09 | 13F | Berkshire Bank | 8 289 | -15,32 | 790 | 0,51 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3 024 | 288 | ||||||
2025-08-12 | 13F | Change Path, LLC | 53 090 | 64,39 | 5 061 | 94,99 | ||||
2025-08-14 | 13F | Abbot Financial Management, Inc. | 4 250 | 0,00 | 405 | 18,77 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 60 814 | 17,91 | 5 797 | 39,83 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 660 474 | -7,49 | 63 | 8,77 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 99 664 | -12,49 | 9 500 | 3,79 | ||||
2025-08-13 | 13F | ESL Trust Services, LLC | 640 595 | 2,52 | 61 062 | 21,59 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 107 889 | -9,93 | 10 284 | 6,81 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 2 702 340 | 21,23 | 257 587 | 43,79 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 152 537 | 2,93 | 15 | 27,27 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 51 862 | 2,87 | 5 | 0,00 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 4 573 | 3,37 | 436 | 22,54 | ||||
2025-04-15 | 13F | Collier Financial | 221 450 | 17 798 | ||||||
2025-08-11 | 13F | McDonough Capital Management, Inc | 5 365 | -0,06 | 511 | 18,56 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 7 969 | -1,43 | 760 | 16,95 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 136 732 | -1,24 | 13 033 | 17,14 | ||||
2025-08-13 | 13F | Loomis Sayles & Co L P | 7 331 | -51,59 | 699 | 69 700,00 | ||||
2025-08-14 | 13F | DRW Securities, LLC | 3 210 | 306 | ||||||
2025-07-07 | 13F | RDA Financial Network | 43 964 | 2,51 | 4 191 | 21,59 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 3 008 | 287 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 8 474 | -3,90 | 808 | 13,98 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 7 724 | 0,88 | 736 | 19,67 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 37 958 | 3 618 | ||||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 2 197 | 209 | ||||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 4 740 | -3,40 | 452 | 14,47 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7 678 | -0,63 | 732 | 17,71 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 2 902 | 2,80 | 277 | 22,12 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 126 183 | 29,79 | 12 028 | 53,94 | ||||
2025-04-14 | 13F | IMC-Chicago, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 12 335 | -6,68 | 1 176 | 10,64 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 75 804 | -13,00 | 7 226 | 3,17 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 8 371 | 9,83 | 798 | 30,23 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 2 771 | 0,00 | 264 | 18,92 | ||||
2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 14 345 | 1 367 | ||||||
2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 7 346 | -9,53 | 700 | 7,36 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 50 577 | 4,00 | 4 821 | 23,34 | ||||
2025-07-11 | 13F | Diversified Trust Co | 27 164 | 2 589 | ||||||
2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | -100,00 | 0 | ||||
2025-07-31 | 13F | Auour Investments LLC | 74 399 | -1,19 | 7 092 | 14,85 | ||||
2025-05-19 | 13F | Alpha DNA Investment Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 3 383 | 0,39 | 322 | 19,26 | ||||
2025-07-17 | 13F | Hamilton Capital Partners, Llc | 55 214 | 1,46 | 5 263 | 20,35 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 648 806 | -13,99 | 61 844 | 2,01 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 9 165 | 11,06 | 874 | 31,67 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 43 585 | 21,47 | 4 155 | 44,09 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 10 670 | -0,71 | 1 017 | 17,84 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 1 548 | 0,00 | 148 | 18,55 | ||||
2025-07-01 | 13F | Confluence Investment Management Llc | 272 594 | -18,93 | 25 984 | -3,85 | ||||
2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-07 | 13F | Somerset Trust Co | 5 778 | -10,20 | 551 | 6,38 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Caitlin John, LLC | Put | 0 | -100,00 | 0 | ||||
2025-08-07 | 13F | Allworth Financial LP | 11 348 851 | 1,17 | 1 081 773 | 20,00 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 26 303 | 10,18 | 2 507 | 30,71 | ||||
2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 41 549 | 3,03 | 3 339 | -5,78 | ||||
2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 14 215 | 4,99 | 1 355 | 24,45 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2 170 | 0,00 | 207 | 18,39 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 69 139 | -95,23 | 5 557 | -95,64 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 4 398 | -16,45 | 419 | -0,95 | ||||
2025-08-14 | 13F | Comerica Bank | 60 998 | 7,71 | 5 814 | 27,75 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 158 500 | 6,88 | 12 739 | -4,77 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 16 551 | -30,03 | 1 578 | -17,04 | ||||
2025-07-17 | 13F | Greenleaf Trust | 5 287 | 0,00 | 504 | 18,63 | ||||
2025-07-18 | 13F | Truist Financial Corp | 2 059 594 | 662,06 | 196 320 | 803,83 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 36 841 | 0,79 | 3 512 | 19,54 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 23 783 | -26,05 | 2 267 | -12,31 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 11 388 | -18,79 | 1 085 | -3,73 | ||||
2025-07-24 | 13F | Wealth Management Resources, Inc. | 302 359 | 0,65 | 28 821 | 19,38 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 33 931 | 18,07 | 3 234 | 40,06 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 29 687 | -0,07 | 2 386 | -8,66 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 2 200 | 210 | ||||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Harbor Group, Inc. | 194 156 | 2,23 | 18 507 | 21,24 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 23 856 | -22,21 | 2 274 | -7,75 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 39 169 | -2,97 | 3 734 | 15,07 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 467 240 | 575,80 | 44 537 | 701,60 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 365 662 | 9,68 | 34 855 | 30,08 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 234 | 0,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 280 | 4,01 | 217 | 23,30 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 40 630 | -4,91 | 3 873 | 12,75 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1 299 | 0,00 | 128 | 23,08 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 959 536 | 5,36 | 91 463 | 24,96 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 51 311 | -3,71 | 4 891 | 4,40 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 78 441 | 0,76 | 7 477 | 19,52 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 7 928 | -3,52 | 756 | 14,39 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 130 127 | 3,12 | 12 404 | 22,31 | ||||
2025-07-22 | 13F | Willner & Heller, Llc | 8 933 | -3,02 | 851 | 15,00 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 935 | 0,00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 127 | -27,84 | 12 | -14,29 | ||||
2025-07-24 | 13F | Stiles Financial Services Inc | 3 732 | -5,81 | 356 | 11,64 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3 626 169 | 0,39 | 345 646 | 19,06 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 74 537 | 2,86 | 7 105 | 22,00 | ||||
2025-08-13 | 13F | Alerus Financial Na | 17 | 2 | ||||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 51 | 0,00 | 5 | 0,00 | ||||
2025-07-16 | 13F | FCG Investment Co | 40 145 | 1,92 | 3 827 | 20,88 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 11 347 | -2,87 | 1 082 | 15,25 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 95 956 | 2 423,83 | 9 457 | 3 000,66 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3 058 | 0,00 | 291 | 18,78 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 35 441 | 88,20 | 3 378 | 123,27 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 723 607 | 5,47 | 68 974 | 23,45 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 1 195 346 | -0,53 | 113 940 | 17,98 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 475 148 | 7,62 | 45 291 | 27,65 | ||||
2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 100 | -92,64 | 9 | -93,22 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 700 | 125,38 | 257 | 167,71 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 56 | 0,00 | 5 | 25,00 | ||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 111 746 | 494,49 | 10 652 | 605,36 | ||||
2025-07-17 | 13F | RBA Wealth Management, LLC | 3 915 | 1,37 | 373 | 20,32 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 6 975 | 0,00 | 572 | -6,85 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 613 | 154 | ||||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 63 160 | 6 020 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 100 136 | -0,93 | 9 545 | 17,49 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 102 336 | -0,07 | 9 755 | 18,52 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 5 285 | 0,17 | 508 | 32,03 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 663 | 0,00 | 63 | 18,87 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 28 483 | -8,29 | 2 715 | 8,73 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 943 | 0,11 | 90 | 18,67 | ||||
2025-08-15 | 13F | Morse Asset Management, Inc | 116 | 0,00 | 11 | 22,22 | ||||
2025-08-04 | 13F | ArborFi Advisors, LLC | 118 372 | 3,43 | 11 283 | 22,68 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 9 054 | -25,22 | 728 | -31,67 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 31 813 | 104,45 | 3 032 | 142,56 | ||||
2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Franklin Resources Inc | 31 288 | 132,45 | 2 982 | 175,86 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 651 | 0,00 | 52 | -8,77 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 22 183 | 18,08 | 2 114 | 40,09 | ||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 70 304 | -7,19 | 6 701 | 10,09 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 51 988 | 0,73 | 4 955 | 19,46 | ||||
2025-07-02 | 13F | Michael S. Ryan, Inc. | 221 879 | 82,01 | 21 149 | 115,87 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 157 522 | -3,41 | 15 015 | 14,56 | ||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 3 229 | 7,45 | 308 | 27,39 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 309 567 | 6,86 | 29 507 | 26,74 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 292 109 | 0,14 | 27 844 | 18,76 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 25 | 0,00 | 2 | 0,00 | ||||
2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 186 601 | 17 787 | ||||||
2025-07-17 | 13F | Delta Capital Management Llc | 4 000 | 0,00 | 0 | |||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 321 211 | 11,18 | 30 618 | 31,86 | ||||
2025-07-16 | 13F | Eagle Global Advisors Llc | 4 030 | -21,06 | 384 | -6,34 | ||||
2025-07-18 | 13F | Marks Wealth, LLC | 425 227 | 40 533 | ||||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 684 400 | 161,92 | 65 237 | 210,65 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 70 089 | -3,21 | 5 633 | -11,50 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 29 142 | -46,20 | 2 778 | -36,20 | ||||
2025-04-15 | 13F | Members Wealth Llc | 82 390 | 5,21 | 6 622 | -7,05 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 17 714 | -44,76 | 1 689 | -34,50 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 317 740 | 1,45 | 30 287 | 20,32 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 10 468 | 0,56 | 998 | 22,48 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Family Wealth Group, LLC | 3 978 | 379 | ||||||
2025-08-08 | 13F | Good Life Advisors, LLC | 485 371 | -0,41 | 46 266 | 18,11 | ||||
2025-08-14 | 13F | Inspire Trust Co, N.a. | 3 507 | -84,82 | 334 | -82,00 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 26 046 | 16,26 | 2 483 | 37,89 | ||||
2025-07-17 | 13F | KWB Wealth | 1 103 542 | -3,61 | 88 692 | -11,86 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 285 569 | 1,16 | 122 539 | 19,98 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 15 558 | -14,60 | 1 483 | 1,23 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 403 939 | 0,78 | 38 503 | 19,53 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 142 | 1,78 | 300 | 20,56 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 2 275 | 217 | ||||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 2 463 | -22,69 | 235 | -8,59 | ||||
2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 240 937 | 7,31 | 22 966 | 27,28 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 772 | 0,00 | 62 | -7,46 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 36 812 | -3,59 | 3 509 | 14,34 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 301 | 29 | ||||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 60 625 | 3,24 | 5 779 | 22,44 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 10 529 | -0,14 | 1 004 | 18,42 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 786 880 | 1,43 | 75 005 | 20,29 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 981 | 59,24 | 189 | 89,90 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 2 577 | 1,18 | 246 | 20,10 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 700 | 0,00 | 67 | 17,86 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 226 129 | -31,60 | 21 555 | -19,46 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 918 | -11,82 | 87 | -4,40 | ||||
2025-07-28 | 13F | Courier Capital Llc | 495 785 | 7,06 | 47 258 | 26,97 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 245 689 | -12,94 | 19 687 | -4,63 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 152 287 | 6,41 | 14 595 | 40,77 | ||||
2025-08-06 | 13F | Destiny Capital Corp/CO | 356 247 | 4,94 | 33 957 | 24,46 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 3 226 | 0,06 | 307 | 18,53 | ||||
2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 6 925 | 16,78 | 660 | 38,66 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 22 114 | 9,12 | 2 108 | 29,42 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 41 005 | -33,95 | 3 909 | -21,67 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 97 537 | 94,95 | 9 297 | 131,21 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 20 582 | -93,91 | 1 962 | -92,79 | ||||
2025-07-29 | 13F | Regions Financial Corp | 2 938 | -32,01 | 280 | -19,31 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 552 | 146,43 | 529 | 192,27 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 3 537 | -28,96 | 337 | -22,88 | ||||
2025-07-18 | 13F | Cooper Financial Group | 53 913 | -14,93 | 5 139 | 0,90 | ||||
2025-08-14 | 13F | STAR Financial Bank | 2 864 | -13,29 | 273 | 2,64 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 63 937 | -2,59 | 6 094 | 15,55 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 76 864 | 58,30 | 7 327 | 87,75 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 3 381 658 | 3,61 | 322 340 | 23,17 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 37 813 | 3 604 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 299 171 | 16,82 | 28 517 | 55,03 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 69 483 | -0,87 | 6 623 | 17,58 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 100 840 | 4,39 | 9 612 | 23,82 | ||||
2025-08-14 | 13F | Sargent Investment Group, LLC | 210 279 | -3,74 | 20 820 | 18,59 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 21 175 | 4,71 | 1 997 | 35,67 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 264 362 | -15,58 | 25 199 | 0,12 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 310 | 43,52 | 30 | 70,59 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 219 123 | -0,25 | 20 887 | 18,31 | ||||
2025-07-14 | 13F | Buska Wealth Management, LLC | 464 484 | 5,23 | 44 275 | 24,80 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 660 | 62 | ||||||
2025-08-08 | 13F | Fusion Capital, LLC | 5 231 | 0,08 | 499 | 18,57 | ||||
2025-08-14 | 13F | Sentinus, LLC | 8 840 | 843 | ||||||
2025-07-29 | 13F | Swmg, Llc | 11 722 | 106,59 | 1 159 | 150,87 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 16 972 | -5,56 | 2 | 0,00 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 2 075 | -84,38 | 198 | -81,54 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 123 141 | 5,86 | 11 738 | 25,54 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 84 900 | 0,14 | 8 093 | 18,77 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 5 924 | 569 | ||||||
2025-08-06 | 13F | Able Wealth Management LLC | 55 029 | 1 697,16 | 5 245 | 2 032,11 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 4 169 | 39,99 | 397 | 66,11 | ||||
2025-08-12 | 13F | Associated Banc-corp | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Luminist Capital LLC | 663 | 0,00 | 63 | 16,98 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3 468 | 0,73 | 344 | 24,64 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 886 | 386,81 | 84 | 500,00 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 6 932 | 24,12 | 661 | 47,32 | ||||
2025-08-12 | 13F | Guerra Advisors Inc | 6 517 | 33,41 | 621 | 58,42 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 39 826 | 11,20 | 3 796 | 31,90 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1 301 740 | 3,00 | 124 082 | 22,16 | ||||
2025-07-22 | 13F | Plimoth Trust Co Llc | 2 627 | -0,76 | 250 | 17,92 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 1 659 | 35,32 | 158 | 61,22 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 2 774 | 259 | ||||||
2025-04-22 | 13F | Shum Financial Group, Inc. | 30 312 | 0,30 | 2 436 | -8,28 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 1 246 | 69,52 | 119 | 100,00 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 28 274 | 13,14 | 2 768 | 32,52 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 168 757 | -4,75 | 16 086 | 12,96 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 20 334 | 302,02 | 2 | |||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 47 481 | 3,97 | 4 525 | 23,27 | ||||
2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 27 665 | 34,17 | 2 637 | 59,14 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 9 900 | -84,06 | 944 | -81,10 | ||||
2025-08-07 | 13F | Altman Advisors, Inc. | 84 115 | 14,94 | 1 165 | 11,28 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 2 898 | 0,03 | 276 | 18,97 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 23 611 | -0,89 | 2 251 | 17,55 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 3 868 | 369 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2 203 650 | 1,06 | 210 052 | 19,86 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 7 461 | 711 | ||||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 165 223 | -15,79 | 15 749 | -0,12 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 26 677 | -8,17 | 2 543 | 8,91 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 592 524 | -28,93 | 56 | -16,42 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 4 592 176 | -3,21 | 437 726 | 14,80 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 227 380 | -67,40 | 21 674 | -64,65 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 16 194 | -0,03 | 1 544 | 18,60 | ||||
2025-04-23 | 13F | WoodTrust Financial Corp | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Investments & Financial Planning, LLC | 374 028 | 1,27 | 35 652 | 20,11 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 11 566 | 3,39 | 1 102 | 22,58 | ||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 222 618 | -0,98 | 21 220 | 17,43 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 6 659 | 3,02 | 635 | 22,16 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 216 341 | 3,08 | 20 622 | 22,25 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 4 842 | 0,00 | 462 | 18,51 | ||||
2025-08-05 | 13F | Huntington National Bank | 1 236 | -9,98 | ||||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2 239 | 213 | ||||||
2025-07-24 | 13F | MFA Wealth Services | 2 183 | 208 | ||||||
2025-08-14 | 13F | UBS Group AG | 4 262 778 | 11,05 | 406 328 | 31,71 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 59 058 | 1 007,20 | 5 629 | 1 215,19 | ||||
2025-08-13 | 13F | Nbw Capital Llc | 5 507 | -21,27 | 525 | -6,76 | ||||
2025-08-14 | 13F | Graney & King, LLC | 236 796 | -0,71 | 22 571 | 17,76 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 77 223 | -7,87 | 7 361 | 9,26 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 159 160 | -0,61 | 15 290 | 18,81 | ||||
2025-08-04 | 13F | Crescent Sterling, Ltd. | 6 525 | -21,89 | 622 | -7,45 | ||||
2025-07-15 | 13F | Norden Group Llc | 44 887 | 20,83 | 4 279 | 43,32 | ||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 305 181 | 70,08 | 29 | 107,14 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 88 631 | -2,61 | 8 448 | 15,50 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 740 | -1,73 | 7 219 | 16,55 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 17 305 | 1,02 | 1 649 | 19,84 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 9 045 | -6,25 | 862 | 11,23 | ||||
2025-07-29 | 13F | Spirit Of America Management Corp/ny | 831 | -36,81 | 81 | -22,86 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | SCS Capital Management LLC | 1 836 568 | 2,41 | 175 062 | 21,47 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 12 037 | -4,54 | 1 147 | 13,23 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 6 075 | 6,21 | 579 | 26,14 | ||||
2025-08-14 | 13F | LWM Advisory Services, LLC | 13 714 | -4,25 | 1 307 | 13,55 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 101 | 0,00 | 10 | 12,50 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 7 033 | -18,05 | 670 | -2,76 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 17 951 | 32,36 | 1 711 | 57,12 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 3 794 | -33,66 | 362 | -28,09 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 | 4 501 | -4,23 | 429 | 13,79 | ||||
2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 29 000 | -0,56 | 2 764 | 17,97 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 20 735 | 32,32 | 1 977 | 56,95 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 578 456 | 10,77 | 150 458 | 31,38 | ||||
2025-07-09 | 13F | LifePlan Financial, LLC | 93 718 | -1,35 | 8 933 | 17,00 | ||||
2025-07-18 | 13F | Lowery Thomas, Llc | 29 673 | -0,85 | 2 828 | 17,59 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3 354 | -32,97 | 270 | -32,75 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 19 683 | -13,53 | 1 876 | 2,57 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 60 065 | -26,12 | 5 725 | -12,38 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 2 441 746 | 4,41 | 232 747 | 23,84 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 285 224 | -93,22 | 27 188 | -91,96 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 3 213 | 0,09 | 306 | 19,07 | ||||
2025-08-07 | 13F | 1st Source Bank | 91 697 | 1,06 | 8 741 | 19,86 | ||||
2025-08-13 | 13F | AMJ Financial Wealth Management | 17 999 | 0,76 | 1 716 | 19,51 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 9 874 | -26,02 | 941 | -12,22 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 116 603 | 53,78 | 11 115 | 82,41 | ||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 53 278 | -0,10 | 5 106 | 25,27 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 225 | 0,00 | 21 | 16,67 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 3 000 | 0,00 | 286 | 18,26 | ||||
2025-05-13 | 13F | Quantbot Technologies LP | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 35 081 | 5,13 | 3 344 | 24,69 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36 154 | 1,44 | 3 | 50,00 | ||||
2025-07-21 | 13F | Wallington Asset Management, LLC | 7 580 | -9,00 | 723 | 7,92 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 403 403 | -0,95 | 38 452 | 17,48 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1 078 | 0,00 | 103 | 18,60 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 2 789 | 266 | ||||||
2025-07-16 | 13F | Dakota Wealth Management | 343 675 | 50,47 | 32 759 | 78,46 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 12 279 | -38,16 | 1 170 | -26,65 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 14 284 | 2,12 | 1 362 | 21,09 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 720 | 0,00 | 69 | 19,30 | ||||
2025-08-14 | 13F | Banco BTG Pactual S.A. | 16 748 | -35,51 | 1 596 | -23,53 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 2 678 | -1,47 | 253 | 14,55 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 71 777 | 6 842 | ||||||
2025-08-13 | 13F | JT Stratford LLC | 5 332 | 3,35 | 508 | 22,71 | ||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 12 | 0,00 | 1 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 27 955 | -0,90 | 2 665 | 17,51 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1 723 602 | 9,65 | 164 294 | 30,05 | ||||
2025-08-14 | 13F | Fmr Llc | 1 917 088 | -6,56 | 182 737 | 10,83 | ||||
2025-08-05 | 13F | Tsfg, Llc | 67 871 | -26,06 | 6 | -14,29 | ||||
2025-08-04 | 13F | Terril Brothers, Inc. | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 90 313 | 6,26 | 8 609 | 26,03 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 300 | 29 | ||||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 36 | 12,50 | 3 | 50,00 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 864 | 5,88 | 82 | 26,15 | ||||
2025-07-15 | 13F | Retireful, LLC | 4 910 | 468 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 83 466 | 1,04 | 7 956 | 19,82 | ||||
2025-08-15 | 13F | Fft Wealth Management Llc | 6 838 | -31,39 | 675 | -15,86 | ||||
2025-05-13 | 13F | Azimuth Capital Investment Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 395 | 0,00 | 38 | 19,35 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 9 815 | -55,37 | 936 | -47,09 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 14 292 | 0,00 | 1 362 | 18,64 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3 890 | -4,98 | 371 | 12,46 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 1 654 000 | -26,87 | 157 659 | -13,27 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 954 990 | 1,64 | 91 030 | 20,55 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 999 | 49,71 | 953 | 77,80 | ||||
2025-08-14 | 13F | Voya Financial Advisors, Inc. | 18 253 | 1 730 | ||||||
2025-04-22 | 13F | Consolidated Planning Corp | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 2 524 871 | 31,77 | 240 669 | 56,29 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 12 | 0,00 | 1 | |||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 24 347 | -19,75 | 2 321 | -4,84 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 149 058 | 5,12 | 14 208 | 24,68 | ||||
2025-07-31 | 13F | Brian Low Financial Group, Llc | 4 380 | 418 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 967 | 98,56 | 92 | 135,90 | ||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 3 760 | -94,24 | 358 | -93,18 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 4 061 | 0,00 | 0 | |||||
2025-08-15 | 13F | Optimist Retirement Group LLC | 144 380 | -0,83 | 13 762 | 17,61 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 45 581 | 7,26 | 4 | 33,33 | ||||
2025-08-13 | 13F | Idaho Trust Bank | 75 517 | -3,50 | 7 198 | 14,45 | ||||
2025-08-14 | 13F | Dagco, Inc. | 56 380 | 16,45 | 5 374 | 38,11 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 9 506 | -4,52 | 906 | 13,25 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 15 047 | 0,00 | 1 434 | 18,61 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 44 623 | 0,08 | 4 253 | 18,43 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 24 196 | -14,58 | 2 306 | 1,32 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 70 551 | -4,28 | 6 725 | 13,52 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 167 331 | 8,19 | 15 950 | 28,31 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 11 660 | -2,30 | 1 111 | 15,85 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 3 342 | 21,39 | 319 | 43,89 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Ciovacco Capital Management LLC | 224 036 | 21 355 | ||||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 523 | 9,87 | 50 | 28,95 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 83 | 8 | ||||||
2025-08-14 | 13F | Visionary Wealth Advisors | 17 019 | -21,56 | 1 622 | -6,94 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 133 280 | 8 | ||||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1 027 | 65,65 | 97 | 95,92 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Wedmont Private Capital | 5 860 | 27,45 | 563 | 56,55 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 53 | 0,00 | 0 | |||||
2025-07-16 | 13F/A | CX Institutional | 345 794 | 22,26 | 33 | 45,45 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 17 854 | -1,63 | 1 702 | 16,67 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 | 172 591 | 24,17 | 14 152 | 12,88 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 982 | 2,72 | 94 | 22,37 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 651 | 0,00 | 64 | 23,08 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 17 394 | 10,25 | 1 658 | 30,76 | ||||
2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 671 985 | 1,61 | 64 054 | 20,51 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 8 079 | -7,99 | 770 | 9,22 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 20 959 | -4,84 | 1 998 | 12,82 | ||||
2025-07-30 | 13F | Fusion Family Wealth LLC | 2 609 | 0,00 | 249 | 18,66 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 851 088 | 9 486,48 | 81 126 | 11 277,98 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 3 099 | 295 | ||||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 750 | 0,00 | 71 | 18,33 | ||||
2025-07-14 | 13F | Abound Wealth Management | 90 | 34,33 | 9 | 60,00 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 15 234 | 0,14 | 1 452 | 18,82 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 13 137 | 2,79 | 1 252 | 21,91 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 | 0,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 73 437 | 6,62 | 7 000 | 26,47 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 5 833 | 0,00 | 0 | |||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 440 | -2,40 | 233 | 16,00 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 938 767 | -12,52 | 89 484 | 3,75 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 82 477 | 2,97 | 7 862 | 22,12 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 41 262 | -4,39 | 3 933 | 13,38 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 68 610 | -26,09 | 6 540 | -12,35 | ||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 46 787 | 66,42 | 4 435 | 92,36 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 2 810 | 268 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 4 366 773 | -8,81 | 416 238 | 11,99 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 3 750 | 357 | ||||||
2025-07-15 | 13F | Bfsg, Llc | 0 | -100,00 | 0 | |||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 1 563 | 0,00 | 149 | 18,40 | ||||
2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 31 686 | 3 020 | ||||||
2025-08-04 | 13F | Clear Investment Research, Llc | 1 332 | 0,15 | 127 | 19,81 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 14 427 | 9,69 | 1 375 | 30,09 | ||||
2025-08-04 | 13F | Atria Investments Llc | 107 506 | -30,66 | 10 247 | -17,76 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 47 289 | -54,86 | 4 508 | -46,47 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 95 | 0,00 | 9 | 28,57 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 97 401 | 0,00 | 9 284 | 18,60 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 183 | 0,00 | 0 | |||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 130 922 | 2,50 | 12 479 | 24,85 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 68 | -65,66 | 6 | -60,00 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 33 210 | 0,07 | 3 166 | 18,67 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 117 370 | -77,87 | 11 | -76,09 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 44 044 | 295,47 | 4 198 | 369,05 | ||||
2025-05-09 | 13F | MWA Asset Management | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 7 587 | 2 679,12 | 723 | 3 342,86 | ||||
2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-22 | 13F | Iowa State Bank | 25 894 | -8,14 | 2 468 | 8,96 | ||||
2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 89 600 | 126,84 | 8 541 | 169,06 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 328 557 | 1,92 | 31 318 | 20,88 | ||||
2025-07-08 | 13F | Melone Private Wealth, LLC | 124 173 | 3,10 | 11 770 | 21,59 | ||||
2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 15 263 | 0,00 | 1 455 | 18,60 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 53 789 | 13,60 | 5 127 | 34,74 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 10 881 | -17,37 | 1 037 | -1,98 | ||||
2025-08-04 | 13F | Balentine LLC | 4 920 | -2,42 | 469 | 15,56 | ||||
2025-08-04 | 13F | One Day In July LLC | 68 913 | -1,44 | 6 569 | 16,89 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5 946 | -1,06 | 567 | 17,18 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 9 972 | -11,04 | 951 | 5,56 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 43 832 | -0,49 | 4 178 | 18,02 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 3 661 | 6,49 | 349 | 26,09 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 6 861 | 0,01 | 654 | 17,84 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 4 600 | 0,00 | 438 | 30,36 | ||||
2025-08-13 | 13F | Copley Financial Group, Inc. | 5 354 | -8,95 | 510 | 8,05 | ||||
2025-08-15 | 13F | Global View Capital Management LLC | 6 119 | 583 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 19 719 | 16,56 | 1 880 | 38,26 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 64 049 | 13,45 | 6 071 | 34,23 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 2 757 | 0,00 | 263 | 18,55 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 2 579 | 0 |