Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans World Gold Trust - SPDR Gold MiniShares Trust comprennent Evergreen Quality Fund GP, Ltd., Capitolis Liquid Global Markets LLC, Main Street Research LLC, Bank Of Nova Scotia, Altfest L J & Co Inc, Sage Private Wealth Group, Llc, Us Financial Advisors, Llc, DiMeo Schneider & Associates, L.L.C., Quantum Financial Advisors, LLC, Royal Harbor Partners, LLC, Compass Wealth Management, LLC/GA, Pitcairn Co, Duncan Williams Asset Management, LLC, Apollon Wealth Management, LLC, Hutchinson Capital Management/ca, Guggenheim Capital Llc, Vantage Point Financial LLC, Hsbc Holdings Plc, Hutchinson Financial Advisors, INC, et Freestone Capital Holdings, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 16 500 | 21,32 | 1 081 | 28,54 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 4 623 | 8,90 | 303 | 15,27 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 156 521 | 0,32 | 10 255 | 6,20 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 18 144 | 18,20 | 1 189 | 25,05 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 21 853 | 3,89 | 1 432 | 9,99 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 35 293 | 2 312 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 240 | 119,19 | 736 | 132,18 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 20 166 | 1 321 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 183 454 | 1,14 | 12 020 | 7,07 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 72 781 | 29,31 | 4 769 | 36,89 | ||||
| 2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 298 673 | 90,75 | 19 569 | 101,95 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 96 609 | 1,58 | 6 330 | 7,53 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 6 900 | 455 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 3 267 | 214 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 40 516 | 15,04 | 2 655 | 21,80 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 5 579 | 30,38 | 366 | 38,26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 215 | 14 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 33 691 | 35,56 | 2 207 | 43,50 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 53 858 | 8,20 | 3 529 | 14,55 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 69 276 | 1,17 | 4 539 | 7,08 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 7 528 | 493 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 6 272 | 20,04 | 411 | 26,93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 175 | 2 763 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 473 | 31 | ||||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 21 609 | 2,97 | 1 416 | 9,01 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 150 000 | 9 828 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9 071 | 594 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 46 040 | 3 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 13 764 | 902 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46 559 | 29,15 | 3 051 | 36,71 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 121 606 | 23,67 | 7 968 | 30,93 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 25 861 | 7,55 | 1 694 | 13,84 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 75 232 | 112,65 | 4 929 | 125,17 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 36 485 | 6,51 | 2 390 | 12,79 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 227 575 | 53,79 | 14 911 | 62,81 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 100 | 0 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1 344 268 | 16,62 | 88 076 | 23,46 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6 399 | 56,42 | 419 | 65,61 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 707 000 | 46 323 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 27 942 | 7,61 | 1 831 | 13,88 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8 219 | 0,38 | 539 | 6,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 470 899 | 15,74 | 31 | 20,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 386 | 10,35 | 91 | 16,88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 513 430 | 105,87 | 33 640 | 118,31 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 16 195 | 12,40 | 1 061 | 19,08 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 4 992 | 327 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 458 114 | 0,70 | 30 016 | 6,61 | ||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 1 295 200 | 35,13 | 83 890 | 43,41 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 18 486 | 1 211 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 27 437 | 1 798 | ||||||
| 2025-08-04 | 13F | Balentine LLC | 15 616 | 1 023 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 933 | 720,80 | 716 | 773,17 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 96 276 | 6,47 | 6 308 | 12,72 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 34 845 | 73,38 | 2 283 | 83,67 | ||||
| 2025-08-14 | 13F | Fullerton Fund Management Co Ltd | 704 331 | 112,46 | 46 148 | 124,92 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 118 722 | 30,19 | 7 779 | 37,81 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 3 176 866 | 16,40 | 208 148 | 23,23 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 21 891 | 0,00 | 1 434 | 5,91 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16 002 | 1 048 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 938 | 6,57 | 389 | 13,08 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 28 212 | 3,76 | 1 848 | 9,87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 4 351 | 285 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 46 986 | 3,07 | 3 079 | 9,11 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 32 922 | 0,47 | 2 157 | 6,36 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 6 219 | 44,49 | 407 | 53,01 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 54 487 | 7,50 | 3 570 | 13,84 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 80 583 | 0,45 | 5 323 | 7,47 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 11 068 | 1,35 | 725 | 7,41 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 91 994 | 0,13 | 6 027 | 120 440,00 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 4 706 | 308 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 418 | 28 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7 432 | 25,08 | 487 | 32,43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 135 | 74 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 57 000 | 0,62 | 3 735 | 6,50 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 36 190 | 98,98 | 2 | 100,00 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 5 331 | 26,57 | 349 | 34,23 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 65 730 | 38,50 | 4 307 | 46,61 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 88 974 | 5,65 | 5 830 | 11,84 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 90 744 | 5 946 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 617 924 | 101,23 | 40 486 | 113,03 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 22 286 | 48,26 | 1 460 | 56,99 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4 214 | 276 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 7 926 715 | 1,75 | 519 358 | 7,72 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 650 | 305 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 74 672 | 1,36 | 4 892 | 7,30 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 45 | 3 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28 416 | 75,49 | 1 759 | 109,04 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 57 499 | 2,53 | 3 767 | 8,56 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 985 | 65 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 206 884 | 24,16 | 14 | 30,00 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 104 889 | 0,58 | 6 872 | 6,48 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 5 059 | 0,62 | 331 | 6,43 | ||||
| 2025-08-14 | 13F | Evergreen Quality Fund GP, Ltd. | 1 520 300 | 99 610 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 59 518 | 74,72 | 3 900 | 84,96 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 31 216 | 108,61 | 2 045 | 120,84 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5 511 | 361 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 4 490 | 4,98 | 294 | 11,36 | ||||
| 2025-08-26 | NP | BTGD - STKD Bitcoin & Gold ETF | 38 301 | 30,72 | 2 509 | 38,39 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 172 | 205 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 59 973 | 36,84 | 3 929 | 44,87 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 147 096 | 10,37 | 9 638 | 16,84 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 70 131 | 4,26 | 4 595 | 10,35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 56 931 | 24,38 | 3 730 | 31,71 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 599 | 236 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8 720 | 16,05 | 571 | 22,80 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 079 765 | 20,59 | 70 748 | 27,66 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 36 424 | 1 405,12 | 2 254 | 1 703,20 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 41 949 | 131,17 | 2 748 | 144,70 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 32 772 | 121,90 | 2 147 | 134,90 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 53 949 | 0,65 | 3 535 | 6,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56 492 | 1,55 | 3 701 | 7,52 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 3 074 | 201 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 561 | 1 022,00 | 0 | |||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 59 204 | 0,95 | 3 879 | 6,89 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 126 347 | 56,68 | 8 278 | 65,89 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 46 982 | 10,85 | 3 043 | 17,67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 255 375 | 6,11 | 16 732 | 12,34 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 400 000 | 26 208 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 002 538 | 7,75 | 65 686 | 14,07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25 656 | 868,88 | 1 681 | 860,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 152 | 207 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 13 136 | 861 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 22 093 | 1 448 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5 155 | 336 | ||||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 15 847 | 1 026 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 128 451 | 5 959,01 | 8 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8 470 | 555 | ||||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 175 961 | 11 529 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 23 | 2 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 383 863 | 9,22 | 25 151 | 15,63 | ||||
| 2025-08-12 | 13F | Bokf, Na | 400 | 26 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18 127 | 97,25 | 1 188 | 108,98 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1 181 448 | 4,48 | 77 409 | 10,61 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 53 | 3 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 855 | 0,16 | 122 | 6,14 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 73 470 | 41,45 | 4 814 | 49,75 | ||||
| 2025-08-26 | NP | PPI - AXS Astoria Inflation Sensitive ETF | 75 222 | 50,96 | 4 929 | 59,84 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 781 | 82,10 | 510 | 92,80 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 221 200 | 25,54 | 14 493 | 34,78 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 212 737 | 501,60 | 13 939 | 537,02 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 6 191 | 406 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 76 654 | 2,63 | 5 022 | 8,65 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 3 841 | 252 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 476 | 31 | ||||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 96 619 | 6 330 | ||||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 1 210 225 | 4,79 | 79 294 | 10,93 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 125 | 8 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 8 945 | 586 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 21 217 | 34,26 | 1 390 | 42,13 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 688 | 187,14 | 1 159 | 203,94 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 066 263 | 7,33 | 69 862 | 13,63 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 26 225 | 36,02 | 1 718 | 44,01 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 25 977 | 4,71 | 1 702 | 10,88 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 4 948 | 324 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 469 752 | 4 571,82 | 31 130 | 4 609,53 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 214 397 | 16,95 | 14 047 | 23,81 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 92 463 | 6 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 195 083 | 12 782 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 2 841 | 309 | ||||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 10 000 | 655 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 20 | 100,00 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 429 541 | 10,43 | 159 121 | 17,41 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 107 086 | 49,51 | 7 016 | 58,30 | ||||
| 2025-06-10 | NP | LFTEX - Lincoln Inflation Plus Fund Class I | 7 200 | 470 | ||||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1 535 510 | 9,48 | 100 607 | 15,90 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 3 262 | 214 | ||||||
| 2025-08-14 | 13F | Nepc Llc | 692 544 | 7,52 | 45 375 | 13,82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14 105 | 1 641,36 | 924 | 1 785,71 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 82 139 | 20,36 | 5 348 | 26,98 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 5 111 | 13,96 | 336 | 16,72 | ||||
| 2025-08-15 | 13F | E Fund Management Co., Ltd. | 360 915 | 488,10 | 23 647 | 522,62 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 3 | 0 | ||||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 225 369 | 1,81 | 15 079 | 10,07 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Bank of Marin | 11 024 | 722 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 108 | 7 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 10 138 | 17,73 | 664 | 24,81 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26 244 | 1 720 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 50 382 | 20,99 | 3 301 | 28,09 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 185 | 6,08 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 49 530 | 145,47 | 3 273 | 164,81 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 248 733 | 11,15 | 16 297 | 17,67 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 11 481 | 75,26 | 752 | 85,68 | ||||
| 2025-08-28 | NP | RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A | 753 819 | 6,30 | 49 390 | 12,54 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 26 245 | 37,62 | 1 720 | 45,68 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 18 819 | 203,04 | 1 233 | 221,09 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 108 435 | 77,15 | 7 105 | 87,54 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13 956 | 23,52 | 914 | 30,76 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5 187 | 340 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 112 | 3,92 | 269 | 10,25 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 19 947 | 13,31 | 1 307 | 19,93 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 595 | 41,67 | 39 | 52,00 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 656 | 43 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 13 897 | 0,55 | 911 | 1,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19 892 | 132,74 | 1 303 | 146,78 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 236 683 | 0,45 | 15 507 | 11,34 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 23 389 | 2,85 | 1 532 | 8,88 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 7 885 | 18,25 | 523 | 19,18 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7 030 213 | 2,71 | 460 620 | 8,74 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 99 628 | 6 166 | ||||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3 670 | 0,30 | 240 | 6,19 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3 845 | 252 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 4 000 | 262 | ||||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 20 809 | 1 363 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 19 342 | 2,51 | 1 267 | 8,57 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 473 | 476,83 | 29 | 625,00 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 126 953 | 1,85 | 8 318 | -1,60 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 26 462 | 51,20 | 1 734 | 60,02 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 227 | 187,34 | 14 | 250,00 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 75 196 | 2,69 | 4 927 | 8,69 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 52 772 | 686,12 | 3 458 | 733,01 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 334 | 1 090,60 | 410 | 1 181,25 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 19 348 | 1 268 | ||||||
| 2025-08-14 | 13F | State Street Corp | 2 695 268 | 0,31 | 176 594 | 6,20 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4 812 | 8,53 | 315 | 14,96 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 10 487 | 2,58 | 687 | 8,70 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 525 606 | 11,78 | 34 438 | 18,34 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 301 | 60,16 | 544 | 69,69 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 8 643 | 11,59 | 566 | 18,16 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 99 251 | 27,83 | 6 503 | 35,32 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 124 030 | 5 137,75 | 2 | -99,32 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 4 863 | 319 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 24 416 | 1 599 | ||||||
| 2025-07-14 | 13F | Caitlin John, LLC | 19 402 | 72,26 | 1 271 | 82,35 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 981 946 | 9,18 | 64 337 | 15,58 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7 434 | 70,47 | 487 | 81,04 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 864 | 45,92 | 450 | 84,02 | ||||
| 2025-08-15 | 13F | Semper Augustus Investments Group Llc | 17 001 | 4,82 | 1 114 | 10,97 | ||||
| 2025-07-25 | NP | PRDAX - Diversified Real Asset Fund Class A | 1 545 400 | 40,16 | 100 822 | 61,73 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 15 346 | 1 005 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 751 233 | 4,79 | 114 741 | 10,94 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 20 497 | 1,82 | 1 368 | 4,11 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 28 537 | 5,54 | 1 870 | 11,72 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 601 421 | 73,67 | 39 399 | 83,83 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 14 113 | 21,52 | 925 | 28,69 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 134 697 | 4,40 | 8 826 | 10,53 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 19 731 | 20,08 | 1 293 | 27,17 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 28 | 3,70 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 637 414 | 3 304,26 | 41 763 | 3 506,48 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 595 607 | 25,09 | 39 024 | 32,42 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2 955 | 2,64 | 194 | 8,43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 26 506 | 105,31 | 1 737 | 117,27 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4 286 | 0 | ||||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 66 259 | 0,16 | 4 341 | 6,03 | ||||
| 2025-08-13 | 13F | CMC Financial Group | 3 427 | 225 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 22 019 | 1 443 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 8 175 | 3,42 | 536 | 9,41 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 14 175 | 667,46 | 929 | 714,04 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 66 399 | 4,12 | 4 350 | 10,21 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 268 994 | 2,66 | 17 525 | 1,04 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5 128 539 | 336 022 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 50 876 | 22,14 | 3 333 | 29,29 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 24 953 | 41,51 | 1 635 | 49,77 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 913 | 0,55 | 60 | 5,36 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 7 872 | 516 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 10 779 | 706 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 662 568 | 1,15 | 43 411 | 7,08 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7 791 | 510 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 | 1 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 83 613 | 24,84 | 5 478 | 32,16 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 468 121 | 1,91 | 30 671 | 7,89 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 3 200 | 210 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3 837 | 251 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 79 918 | 22,35 | 5 236 | 29,54 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 2 211 620 | 42,95 | 144 905 | 51,34 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 315 | 21 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 147 373 | 9 656 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 57 570 | 5,99 | 3 772 | 11,93 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 3 533 | 231 | ||||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 2 926 | 1,63 | 165 | 9,27 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 7 | 0,00 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 59 590 | 9,52 | 3 904 | 15,95 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 348 849 | 27,74 | 88 377 | 35,23 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 11 040 | 7,72 | 723 | 14,04 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 37 402 | 5,90 | 2 451 | 12,13 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 711 | 309 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 54 776 | 293,36 | 3 569 | 314,40 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 12 724 | 834 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 1 292 149 | 85 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 204 826 | 9,10 | 13 331 | 16,29 | ||||
| 2025-07-07 | 13F | Medici Capital Llc | 204 026 | 10,86 | 13 368 | 17,37 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 671 | 44 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4 938 | 324 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 10 375 | 680 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 000 | 66 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3 091 | 203 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 4 996 | 4,58 | 327 | 10,85 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 263 | 101,11 | 83 | 115,79 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 42 431 | 1,26 | 2 780 | 7,21 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 12 315 | 43,98 | 807 | 52,36 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 155 170 | 136,60 | 10 167 | 150,52 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 51 459 | 48,34 | 3 372 | 57,08 | ||||
| 2025-07-17 | 13F | KWB Wealth | 77 617 | 90,14 | 4 804 | 126,34 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 22 492 | 1 474 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 455 | 292 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 4 204 | 275 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 145 756 | 65,77 | 9 550 | 75,50 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 442 | 31,77 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 2 600 | 170 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 11 713 | 39,81 | 769 | 40,33 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 440 498 | 0,03 | 28 861 | 5,90 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 259 230 | 60,30 | 16 985 | 69,70 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 3 072 | 201 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 396 942 | 6,89 | 26 008 | 13,16 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 135 221 | 0,25 | 8 860 | 6,13 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 18 798 | 59,81 | 1 232 | 69,09 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 986 | 2 535,64 | 523 | 2 805,56 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 148 | 10 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 83 169 | 2,95 | 5 449 | 9,00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 82 864 | 7,38 | 5 429 | 13,70 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 21 269 | 56,54 | 1 394 | 65,83 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 5 840 | 26,30 | 383 | 33,57 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 13 497 | 6,32 | 884 | 12,61 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 316 | 21 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4 146 | 272 | ||||||
| 2025-07-30 | NP | LENS - Sarmaya Thematic ETF | 7 365 | 61,73 | 480 | 86,77 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4 990 | 327 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 3 734 | 1,00 | 245 | 7,02 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 5 400 | 44,39 | 354 | 52,81 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 6 823 | 22,85 | 447 | 30,32 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 23 242 | 17,31 | 1 523 | 24,14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 613 | 237 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 38 148 | 34,25 | 2 499 | 42,15 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 12 605 | 826 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 9 516 | 24,31 | 624 | 31,71 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 821 | 6,35 | 316 | 12,50 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 58 965 | 3 863 | ||||||
| 2025-06-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 4 289 | 184,61 | 280 | 236,14 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 47 | 3 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2 184 | 3,56 | 143 | 10,00 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 15 176 | 994 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 29 | 93,33 | 2 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 453 | 30 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 874 | 0,34 | 57 | 7,55 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 44 296 | 4,55 | 2 902 | 10,68 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 23 753 | 0,19 | 1 556 | 6,07 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 60 134 | 69,11 | 3 940 | 79,05 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 058 | 200 | ||||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 103 557 | 0,93 | 6 785 | 6,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 207 509 | 2,41 | 13 596 | 8,42 | ||||
| 2025-07-16 | 13F | Novem Group | 3 366 | 221 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 25 437 | 1 667 | ||||||
| 2025-08-13 | 13F | Groupe la Francaise | 300 | 20 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 152 610 | 82,06 | 9 999 | 92,77 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 3 087 | 202 | ||||||
| 2025-08-05 | 13F | Main Street Research LLC | 448 487 | 29 385 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 8 032 | 526 | ||||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 96 247 | 1,13 | 6 306 | 7,06 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7 174 | 88,59 | 470 | 100,00 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 9 219 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 250 561 | 23,78 | 81 937 | 31,04 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 7 277 | 1,04 | 477 | 6,97 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 351 023 | 234,13 | 285 079 | 253,73 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 581 | 38 | ||||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 243 192 | 2,05 | 15 934 | 8,03 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 25 311 | 4,58 | 1 658 | 10,75 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 97 | 6 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2 162 | 13,02 | 142 | 19,49 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 9 301 | 6,91 | 609 | 13,20 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 64 376 | 4 218 | ||||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 10 054 | 8,83 | 659 | 15,24 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 50 388 | 3,95 | 3 301 | 10,03 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 234 | 9,35 | 15 | 15,38 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 69 966 | 2,91 | 4 584 | 8,96 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 22 477 | 1 473 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 16 051 | 57,35 | 1 052 | 66,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 196 813 | 7,01 | 13 | 9,09 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 20 358 | 3,25 | 1 334 | 9,26 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 31 | 6,90 | 2 | 100,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 30 845 | 6,70 | 2 021 | 12,91 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 101 121 | 2,84 | 6 625 | 8,87 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 24 876 | 48,04 | 1 630 | 56,63 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 730 | 6,70 | 310 | 12,77 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 372 397 | 36,05 | 24 399 | 44,03 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 139 967 | 7,15 | 9 171 | 13,43 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 408 | 354 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17 331 | 14,36 | 1 136 | 21,13 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 922 651 | 1,80 | 60 452 | 7,77 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16 498 | 8,40 | 1 090 | 9,55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30 730 | 24,20 | 2 013 | 31,48 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 2 617 | 86,13 | 174 | 98,85 | ||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 189 200 | 40,98 | 12 396 | 49,26 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 12 976 | 850 | ||||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 7 040 | 461 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 28 419 | 2,91 | 1 862 | 8,95 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29 509 | 24,78 | 1 933 | 32,13 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 570 | 103 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 4 386 | 287 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 15 553 | 146,40 | 1 019 | 161,28 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 25 310 | 2,52 | 1 658 | 8,58 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 5 760 | 1,32 | 0 | |||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 4 055 562 | 1,28 | 265 720 | 7,22 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5 831 | 382 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3 965 | 20,85 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 089 506 | 9,32 | 71 384 | 15,73 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 352 788 | 2,74 | 23 115 | 8,77 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 424 871 | 2,33 | 27 838 | 8,33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 266 | 542 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 48 244 | 6,50 | 3 161 | 12,74 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 168 | 68,00 | 11 | 83,33 |
