Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares MSCI EAFE Value ETF comprennent Caisse De Depot Et Placement Du Quebec, PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I, DiMeo Schneider & Associates, L.L.C., Glenmede Investment Management, LP, VestGen Advisors, LLC, Duncan Williams Asset Management, LLC, Bradley Foster & Sargent Inc/ct, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Tradewinds, LLC., Stark Wealth Management LLC, HFIGX - Hartford Schroders Diversified Growth Fund Class I, Anchor Pointe Wealth Management, LLC, Vise Technologies, Inc., Riverbend Wealth Management, LLC, XTX Topco Ltd, Richmond Investment Services, LLC, Tillman Hartley LLC, MGB Wealth Management, LLC, Evergreen Capital Management Llc, et Consolidated Portfolio Review Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 64 452 | 41,95 | 4 091 | 52,88 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 18 938 | 3,38 | 1 202 | 11,40 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 41 934 | 18,57 | 2 662 | 27,69 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 4 881 | 310 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 376 207 | 1,94 | 23 882 | 9,79 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2 363 376 | 37,64 | 150 027 | 48,25 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9 360 | 69,32 | 594 | 82,77 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 17 436 | 1,34 | 1 107 | 9,07 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 70 391 | 50,94 | 4 468 | 62,59 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 49 124 | 61,77 | 3 107 | 73,67 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 42 502 | 21,48 | 2 859 | 38,65 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17 383 | 7,57 | 1 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 27 829 | 42,53 | 1 767 | 53,57 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 60 705 | 25,52 | 3 854 | 35,19 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 152 124 | 41,14 | 9 658 | 50,69 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 41 | 2,50 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 38 814 | 44,84 | 2 464 | 55,98 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 5 142 | 41,11 | 326 | 52,34 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 77 507 | 41,29 | 4 568 | 58,72 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 3 256 | 207 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 138 | 0,53 | 72 | 9,09 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 16 377 | 9,50 | 965 | 23,09 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 16 993 | 2,08 | 1 079 | 9,89 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 8 319 | 0,64 | 528 | 8,42 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 43 633 | 169,17 | 2 770 | 189,95 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 81 007 | 16,39 | 5 142 | 25,35 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 448 | 10,07 | 28 | 16,67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 54 828 | 14,39 | 3 480 | 23,23 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 5 886 | 374 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 430 536 | 36,10 | 27 330 | 46,58 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 5 382 | 0,07 | 342 | 7,91 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 26 218 | 1 374 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 258 358 | 32,79 | 16 401 | 43,02 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 3 277 | 208 | ||||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 8 314 | 1,28 | 528 | 9,11 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 131 543 | 6,83 | 8 350 | 12,41 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 108 530 | 19,66 | 6 890 | 28,94 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 5 365 | 54,52 | 341 | 66,67 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 2 213 749 | 66,59 | 140 529 | 79,43 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 9 740 | 27,49 | 618 | 37,33 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 45 123 | 2,40 | 2 943 | 13,32 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6 694 | 3,19 | 425 | 10,99 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 42 133 | 6,82 | 2 675 | 15,06 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 351 724 | 40,93 | 22 327 | 51,78 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 16 892 | 1,71 | 1 072 | 9,61 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 120 572 | 70,81 | 7 654 | 83,97 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 112 848 | 206,70 | 7 164 | 230,40 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 127 244 | 0,22 | 8 077 | 7,94 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 16 443 | 2,27 | 1 044 | 10,14 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1 627 235 | 44,63 | 103 297 | 55,77 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 759 633 | 49,03 | 48 221 | 60,51 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 213 301 | 48,08 | 13 540 | 59,50 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 361 243 | 3,59 | 22 932 | 16,18 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4 537 | 2,18 | 288 | 10,34 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 41 815 | 58,92 | 2 654 | 71,23 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 157 | 10 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 499 286 | 16,32 | 31 695 | 25,27 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 406 823 | 33,45 | 25 825 | 43,73 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 10 169 | 0,08 | 646 | 7,86 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 164 334 | 3,60 | 10 432 | 11,57 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 133 | 1,53 | 8 | 14,29 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 578 740 | 35,79 | 36 738 | 46,25 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 19 091 | 68,56 | 1 212 | 81,56 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 160 | 0,28 | 391 | 8,01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 517 628 | 52,39 | 159 819 | 64,12 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 19 858 | 1 261 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 121 | 8 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 145 300 | 1,82 | 9 224 | 9,67 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 3 199 | 203 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7 223 191 | 43,64 | 459 | 54,73 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 20 760 | 9,51 | 1 318 | 17,91 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 559 431 | 114,55 | 35 513 | 131,08 | ||||
| 2025-08-26 | NP | CRTOX - Conquer Risk Tactical Opportunities Fund | 158 182 | 10 041 | ||||||
| 2025-06-26 | NP | HFIGX - Hartford Schroders Diversified Growth Fund Class I | 31 404 | 1 914 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 28 995 | 60,03 | 1 841 | 72,45 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 23 086 | 65,59 | 1 518 | 76,40 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 11 442 | 128,70 | 734 | 159,36 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 136 921 | 41,54 | 8 692 | 52,45 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 57 119 | 7,84 | 3 626 | 16,15 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 3 024 | 192 | ||||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 7 717 | 13,80 | 490 | 22,56 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 71 259 | 44,65 | 4 524 | 55,80 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 78 011 | 68,85 | 4 952 | 81,86 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 63 593 | 34,62 | 4 037 | 44,97 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 167 007 | 0,15 | 10 602 | 7,87 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 110 140 | 24,04 | 6 992 | 33,59 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 2 520 | 161,14 | 160 | 183,93 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3 192 | 203 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 24 131 | 439,36 | 1 532 | 482,13 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 62 480 | 2,41 | 3 966 | 10,32 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 7 175 | 9,31 | 455 | 17,88 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 22 730 | 67,16 | 1 443 | 80,02 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 45 490 | 147,31 | 2 697 | 148,80 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10 334 | 162,95 | 656 | 183,98 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 13 070 | 1,05 | 830 | 8,79 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 289 | 18 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 49 711 | 18,13 | 3 156 | 27,22 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 236 385 | 0,87 | 15 006 | 8,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 3 343 833 | 36,94 | 212 | 48,25 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 198 | 0 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 41 102 | 10,89 | 2 609 | 19,46 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 10 482 | 665 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8 732 | 12,34 | 554 | 20,96 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 7 642 | 5,22 | 485 | 13,32 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 27 870 | 40,82 | 1 769 | 51,72 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 15 546 | 27,49 | 987 | 37,33 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 754 | 4,87 | 44 | 18,92 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 454 601 | 1,82 | 28 858 | 9,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 305 810 | 15,94 | 19 413 | 24,86 | ||||
| 2025-08-11 | 13F | Eq Llc | 205 125 | 63,21 | 13 021 | 75,79 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 12 736 | 31,27 | 808 | 41,51 | ||||
| 2025-08-14 | 13F | Comerica Bank | 211 030 | 36,91 | 13 396 | 47,47 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 690 | 234 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 13 550 | 25,21 | 860 | 35,01 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 332 426 | 89,29 | 21 102 | 103,88 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 818 826 | 6,12 | 115 459 | 14,29 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 240 823 | 1,51 | 15 287 | 9,33 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 44 506 | 2 825 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 9 988 | 196,82 | 634 | 220,20 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 52 927 | 61,63 | 3 391 | 69,58 | ||||
| 2025-08-07 | 13F | Nwam Llc | 39 984 | 27,55 | 2 548 | 37,95 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 9 329 | 45,11 | 592 | 56,61 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 10 | 11,11 | 1 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2 661 374 | 3,18 | 168 944 | 11,13 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 97 956 | 100,39 | 6 219 | 115,83 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 17 979 | 3,42 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 92 234 | 31,09 | 5 855 | 41,19 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 256 247 | 24,90 | 16 267 | 38,59 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 2 844 | 181 | ||||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 4 680 | 297 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 000 | 82,15 | 63 | 96,88 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 19 814 | 20,38 | 1 258 | 29,59 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 36 127 | 44,42 | 2 293 | 55,56 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 791 | 8,65 | 50 | 19,05 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 9 166 | 6,05 | 582 | 14,15 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 732 521 | 43,76 | 46 500 | 54,84 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 934 | 6,02 | 59 | 15,69 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 10 220 | 149,27 | 649 | 168,88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 131 475 | 0,32 | 8 346 | 8,05 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 146 794 | 1,13 | 9 318 | 8,92 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 16 282 | 29,32 | 1 034 | 39,22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 740 774 | 21,68 | 110 504 | 31,06 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 103 453 | 6 627 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 164 964 | 29,75 | 10 472 | 39,74 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 49 623 | 69,34 | 3 150 | 82,40 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 86 226 | 9,05 | 5 474 | 17,45 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 223 620 | 31,89 | 14 195 | 42,05 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 30 315 | 448,39 | 1 924 | 492,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 393 | 13,35 | 335 | 0,90 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 210 614 | 16,77 | 13 370 | 25,77 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 156 401 | 63,22 | 10 | 80,00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 30 254 | 87,89 | 1 921 | 102,32 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 199 410 | 45,50 | 12 629 | 56,35 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 3 309 | 211 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 139 829 | 20,01 | 8 876 | 29,26 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 230 886 | 4,98 | 78 137 | 13,07 | ||||
| 2025-07-24 | 13F | Eastern Bank | 304 | 210,20 | 19 | 280,00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 5 094 815 | 0,62 | 323 419 | 8,37 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 9 828 | 148,56 | 624 | 167,38 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 89 375 | 5 674 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 710 720 | 60,79 | 108 597 | 73,18 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 8 037 | 510 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 15 156 | 962 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 157 495 | 3 292,10 | 9 283 | 3 719,75 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 16 012 | 76,32 | 1 016 | 89,91 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 911 | 136,09 | 185 | 155,56 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 78 991 | 0,86 | 5 014 | 8,62 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 4 905 | 311 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 591 | 57,18 | 38 | 68,18 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 34 070 | 122,52 | 2 163 | 139,69 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 436 | 2,35 | 28 | 8,00 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 6 415 | 407 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 24 876 | 46,67 | 1 579 | 58,06 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 51 553 | 1,07 | 3 273 | 8,85 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 11 966 | 48,37 | 760 | 59,79 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 336 100 | 43,68 | 21 336 | 54,75 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 81 822 | 42,74 | 5 | 66,67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3 858 478 | 39,20 | 244 936 | 49,92 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 121 414 | 7,84 | 7 707 | 16,16 | ||||
| 2025-08-12 | 13F | Ade, Llc | 55 886 | 0,06 | 3 548 | 7,78 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 13 030 | 207,89 | 827 | 232,13 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 45 896 | 12,88 | 2 914 | 21,63 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 162 846 | 60,42 | 10 337 | 72,77 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 184 680 | 47,41 | 11 738 | 60,03 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 162 204 | 41,66 | 10 297 | 52,58 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 21 288 | 51,15 | 1 351 | 62,77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 22 704 102 | 50,78 | 1 441 256 | 62,39 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 128 347 | 10,74 | 8 147 | 19,27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1 173 300 | 853,13 | 74 481 | 926,62 | |||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5 691 240 | 68,63 | 361 | 82,32 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 335 131 | 2,84 | 21 274 | 10,76 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 3 295 | 209 | ||||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 197 161 | 24,00 | 12 516 | 33,55 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 12 496 | 793 | ||||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 11 234 | 2,18 | 713 | 10,20 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 018 261 | 68,29 | 128 119 | 81,25 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 318 048 | 0,02 | 20 190 | 7,73 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 25 891 | 5,26 | 1 644 | 13,39 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 4 936 | 33,98 | 313 | 44,24 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 7 864 | 118,20 | 499 | 135,38 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 30 703 | 46,35 | 1 949 | 57,69 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5 131 | 326 | ||||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6 850 | 21,24 | 435 | 30,33 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 42 199 | 8,85 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 87 129 | 13,04 | 5 531 | 21,73 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 499 | 58,92 | 32 | 72,22 | ||||
| 2025-07-28 | NP | VCFVX - International Value Fund | 36 150 | 77,92 | 2 301 | 97,59 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 69 065 | 1,32 | 4 384 | 9,14 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 34 760 | 2 207 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 3 266 | 207 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 5 488 | 348 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 9 141 | 7,60 | 1 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 28 | -73,83 | 2 | -83,33 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4 888 | 6 248,05 | 0 | -100,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6 973 | 56,70 | 443 | 68,70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 849 856 | 54,98 | 53 949 | 66,92 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 35 | 2 | ||||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 398 094 | 67,95 | 25 271 | 80,89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9 719 462 | 11,46 | 616 991 | 20,05 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 68 598 | 0,23 | 4 355 | 7,96 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 39 395 | 40,77 | 3 | 100,00 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 90 770 | 1,90 | 5 762 | 9,75 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 5 887 | 1,05 | 374 | 8,75 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 117 171 | 2,73 | 7 438 | 10,65 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 113 036 | 1,46 | 7 176 | 9,28 | ||||
| 2025-07-29 | NP | Voya Global Equity Dividend & Premium Opportunity Fund | 60 091 | 90,32 | 3 824 | 111,39 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 52 553 | 48,54 | 3 336 | 60,00 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 33 425 | 139,71 | 2 122 | 158,34 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8 043 | 77,55 | 511 | 91,01 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 268 979 | 13 111,65 | 80 555 | 14 132,16 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 11 993 662 | 32,89 | 761 358 | 43,12 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 5 795 | 64,54 | 368 | 77,29 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 216 033 | 51,45 | 13 714 | 63,11 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 40 516 | 16,05 | 2 572 | 24,87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 337 626 | 40,27 | 21 432 | 51,08 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 158 205 | 4,33 | 10 043 | 12,36 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 28 043 | 122,70 | 1 780 | 139,89 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 34 555 | 39,90 | 2 194 | 50,72 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 5 852 | 371 | ||||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 3 413 531 | 1,85 | 216 691 | 9,69 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 21 | 1 | ||||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 100 205 | 1,24 | 6 361 | 9,05 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11 832 | 38,68 | 751 | 49,60 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 78 569 | 103,08 | 4 988 | 118,73 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 22 563 | 16,94 | 1 432 | 25,95 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 9 958 | 23,21 | 632 | 32,77 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 74 489 | 75,13 | 4 729 | 88,67 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 391 755 | 20,41 | 24 869 | 29,69 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 13 559 | 2,09 | 861 | 9,97 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 32 749 | 57,70 | 2 079 | 69,91 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 5 888 | 1,99 | 374 | 9,71 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 4 016 | 255 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 2 050 | 130 | ||||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 14 710 | 56,84 | 934 | 69,02 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 128 243 | 29,92 | 8 141 | 39,93 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4 734 | 300 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 48 308 | 423,66 | 3 067 | 459,67 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 7 376 | 11,13 | 468 | 19,69 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 17 888 | 46,32 | 1 136 | 57,64 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 163 729 | 69,16 | 10 394 | 82,21 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 14 356 | 12,58 | 911 | 36,17 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 60 731 | 3 865 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 22 174 091 | 4,26 | 1 407 611 | 12,29 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 60 765 | 3 857 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 52 445 | 9,39 | 3 329 | 17,84 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 19 711 | 29,69 | 1 251 | 39,78 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 26 140 | 69,67 | 1 659 | 82,71 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 931 | 2,02 | 186 | 10,06 | ||||
| 2025-08-14 | 13F | Caisse De Depot Et Placement Du Quebec | 1 048 145 | 66 536 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 135 241 | 5,67 | 8 585 | 13,81 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 238 902 | 15 165 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 3 861 | 9,87 | 245 | 18,36 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4 203 | 267 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 395 602 | 0,45 | 215 553 | 8,18 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 520 069 | 31,02 | 33 014 | 41,12 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3 263 | 207 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 56 671 | 61,00 | 3 597 | 73,43 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 35 474 | 7,72 | 2 252 | 16,03 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 22 | 4,76 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 69 202 | 6,14 | 4 393 | 14,32 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 186 388 | 21,81 | 11 832 | 31,19 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 059 | 131 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 9 058 | 7,03 | 575 | 15,46 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 6 031 | 1,77 | 383 | 9,46 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 32 836 | 30,50 | 2 084 | 40,53 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 14 465 | 11,12 | 918 | 19,69 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 3 238 | 206 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10 768 | 8,50 | 684 | 16,95 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 104 506 | 0,25 | 6 160 | 12,62 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 122 408 | 6,44 | 7 770 | 14,64 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 6 904 | 8,66 | 438 | 17,11 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 15 141 | 2,44 | 961 | 10,33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 80 259 | 7,96 | 5 241 | 16,47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 080 804 | 53,08 | 68 538 | 64,58 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 18 771 | 5,49 | 1 192 | 13,65 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4 001 | 0,88 | 254 | 8,58 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 465 374 | 43,42 | 30 100 | 57,22 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 203 942 | 79,68 | 12 946 | 93,54 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 17 526 | 9,32 | 1 113 | 17,80 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5 039 | 39,47 | 320 | 50,47 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 107 992 | 52,98 | 6 855 | 64,78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 922 647 | 2,50 | 185 530 | 10,40 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 5 153 | 0,49 | 327 | 8,28 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 44 | 3 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 447 199 | 12,10 | 27 209 | 21,37 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 70 125 413 | 50,00 | 4 451 560 | 61,56 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 809 | 21,48 | 432 | 30,91 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 336 347 | 33,50 | 21 351 | 43,79 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 4 533 | 288 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3 526 | 7,60 | 0 | |||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 793 693 | 43,19 | 50 384 | 54,22 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 108 208 | 62,26 | 6 869 | 74,78 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 60 | 20,00 | 4 | 50,00 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 151 704 | 9 648 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 226 417 | 54,35 | 14 373 | 66,25 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 40 446 | 32,96 | 2 567 | 43,25 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 622 | 0,16 | 40 | 8,33 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7 149 | 16,97 | 454 | 25,83 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 47 540 | 41,71 | 3 018 | 52,60 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7 776 | 494 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 98 840 | 46,73 | 6 274 | 58,04 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 69 417 | 2,77 | 4 407 | 10,68 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 4 358 | 277 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 100 653 | 57,37 | 6 389 | 69,51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 346 073 | 37,34 | 403 | 47,79 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 8 556 | 1,34 | 543 | 9,26 | ||||
| 2025-07-23 | 13F | Maryland State Retirement & Pension System | 68 678 | 153,42 | 4 360 | 172,95 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 5 494 | 8,66 | 349 | 17,17 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 234 328 | 50,30 | 14 875 | 61,88 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 87 480 | 48,38 | 5 553 | 59,84 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 121 429 | 36,71 | 7 708 | 47,24 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 384 036 | 6,84 | 24 379 | 15,07 | ||||
| 2025-08-07 | 13F | Commerce Bank | 41 235 | 11,46 | 2 618 | 20,05 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 10 943 | 695 | ||||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 42 | 2,44 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 35 589 | 0,08 | 2 259 | 7,83 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 39 240 | 157,84 | 2 491 | 177,59 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 115 895 | 335,74 | 7 357 | 369,50 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 3 230 | 205 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 3 416 | 217 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 129 427 | 39,22 | 8 216 | 49,95 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 42 636 | 40,07 | 2 707 | 50,84 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 243 645 | 69,13 | 15 467 | 82,17 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 131 038 | 64,95 | 8 318 | 77,66 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 59 113 | 20,34 | 3 752 | 29,60 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 27 827 | 32,04 | 1 766 | 42,19 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 210 987 | 4,20 | 13 393 | 12,23 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 903 671 | 0,57 | 57 365 | 8,32 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 158 625 | 31,66 | 10 070 | 35,35 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 115 617 | 72,78 | 7 686 | 98,86 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 10 131 | 1,94 | 643 | 9,91 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29 459 | 29,17 | 1 870 | 39,14 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 865 976 | 12,13 | 118 452 | 20,77 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 934 | 59 | ||||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 4 062 | 258 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 109 639 | 1,49 | 6 960 | 9,30 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 32 536 | 1,78 | 2 065 | 9,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 124 582 | 18,50 | 7 909 | 27,63 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 22 265 | 82,59 | 1 413 | 96,80 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 39 050 | 10,77 | 2 479 | 19,31 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 135 479 | 43,65 | 8 600 | 54,73 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 206 | 13 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 576 494 | 615,52 | 36 596 | 670,75 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 14 583 | 4,69 | 926 | 12,67 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 13 410 | 7,58 | 851 | 15,94 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 43 893 | 69,00 | 2 780 | 81,63 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 316 877 | 117,39 | 20 115 | 134,14 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 6 686 | 2,15 | 424 | 10,13 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 439 058 | 43,53 | 27 871 | 54,59 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 3 215 | 204 | ||||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 17 772 | 47,18 | 1 128 | 58,65 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 486 312 | 6,59 | 30 871 | 14,80 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 410 | 343 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 25 155 | 149,58 | 1 643 | 188,07 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 48 785 | 3,24 | 3 097 | 11,17 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 63 349 | 2,95 | 4 021 | 10,89 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 8 389 | 0,77 | 533 | 8,57 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 127 112 | 12,28 | 8 069 | 20,94 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 144 | 9 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 42 818 | 94,03 | 2 718 | 109,08 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8 959 087 | 24,17 | 568 723 | 33,73 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 449 | 29 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 3 842 | 13,03 | 244 | 7,52 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 271 662 | 2,32 | 17 245 | 10,21 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 3 462 | 220 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 50 066 | 0,73 | 3 178 | 8,50 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 21 239 | 1,71 | 1 348 | 9,59 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 10 211 | 78,58 | 648 | 92,28 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 13 991 | 888 | ||||||
| 2025-07-29 | NP | Voya Global Advantage & Premium Opportunity Fund | 21 775 | 13,20 | 1 386 | 25,68 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 314 314 | 3,66 | 19 953 | 11,64 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 21 399 | 0,66 | 1 358 | 8,38 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 28 015 | 511,01 | 1 778 | 558,52 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 18 048 | 205,23 | 1 146 | 229,02 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5 290 | 3,56 | 336 | 11,30 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 39 600 | 2 492 | ||||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 3 395 | 216 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 490 249 | 41,80 | 94 601 | 52,73 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2 269 601 | 48,03 | 144 074 | 59,43 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 33 151 | 31,87 | 2 104 | 42,07 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 32 398 | 0,01 | 2 057 | 7,70 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 24 538 | 23,18 | 1 561 | 32,88 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 21 651 | 28,81 | 1 374 | 38,79 | ||||
| 2025-07-02 | 13F | InvesTrust | 16 990 | 2,85 | 1 079 | 10,79 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 110 250 | 45,69 | 6 999 | 56,91 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6 327 | 402 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 61 201 | 103,44 | 3 885 | 119,12 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 11 950 | 23,49 | 759 | 32,98 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 790 | 2,20 | 50 | 11,11 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 68 308 | 0,98 | 4 336 | 8,75 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 307 325 | 49,49 | 19 509 | 61,01 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 13 343 | 3,95 | 847 | 12,04 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 294 430 | 46,30 | 18 690 | 57,58 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 353 003 | 40,75 | 22 409 | 51,59 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9 449 | 19,23 | 600 | 28,27 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 1 011 | 64 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 23 014 | 43,21 | 1 461 | 54,17 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 4 390 | 279 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 9 175 | 0,79 | 582 | 8,58 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 3 826 | 5,95 | 243 | 14,15 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9 561 | 17,63 | 607 | 26,51 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 85 066 | 5,44 | 5 400 | 13,54 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 46 983 | 44,26 | 2 982 | 55,39 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 31 | 0 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 3 822 | 243 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 159 285 | 48,27 | 10 111 | 59,68 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 66 400 | 1,86 | 4 215 | 9,71 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 60 450 | 60,19 | 3 837 | 72,53 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 47 651 | 18,71 | 3 025 | 27,86 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 638 | 4,25 | 41 | 11,11 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 11 565 | 734 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 16 855 | 1 070 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 6 915 | 439 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 44 506 | 54,65 | 2 825 | 66,57 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 5 364 | 340 | ||||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 104 338 | 16,26 | 6 608 | 24,92 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 69 | 4 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 073 175 | 1,50 | 68 125 | 9,32 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 81 359 | 41,54 | 5 165 | 52,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 548 457 | 12,09 | 161 776 | 20,73 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 98 927 | 24,92 | 6 280 | 34,54 | ||||
| 2025-07-21 | 13F | 25 Llc | 11 899 | 0,35 | 755 | 8,17 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 52 551 | 53,47 | 3 336 | 65,26 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 71 003 | 0,09 | 4 507 | 7,80 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 6 225 | 30,09 | 395 | 57,37 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 113 | 7,74 | 71 | 16,67 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 9 470 | 3,26 | 601 | 11,30 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 13 790 | 36,01 | 875 | 46,57 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 55 772 | 4,40 | 3 540 | 12,45 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 393 914 | 1,32 | 25 006 | 9,13 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 16 750 | 2,38 | 1 063 | 10,27 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 133 353 | 5,67 | 8 465 | 13,82 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 969 | 6,84 | 62 | 15,09 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 40 883 | 1,45 | 2 595 | 9,26 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2 479 502 | 37,07 | 157 399 | 47,63 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 922 306 | 33,66 | 59 | 45,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 892 | 184 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 25 697 | 180,11 | 1 634 | 201,85 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 7 766 | 2,18 | 493 | 10,29 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 5 878 | 373 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 94 016 | 43,90 | 5 983 | 56,42 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 226 343 | 24,73 | 14 368 | 34,34 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4 764 | 302 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26 738 | 127,34 | 1 697 | 144,88 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 454 667 | 23,90 | 28 862 | 33,44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21 255 | 20,39 | 1 349 | 29,71 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 13 614 142 | 4,13 | 864 247 | 12,15 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 435 067 | 38,99 | 27 618 | 49,70 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 28 573 | 4,21 | 1 814 | 12,19 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 268 672 | 71,41 | 17 055 | 84,62 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 287 | 124,22 | 18 | 200,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 229 661 | 7,38 | 14 579 | 15,64 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 518 416 | 53,53 | 32 909 | 65,36 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 58 642 | 22,83 | 4 | 50,00 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 55 | 3 | ||||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 3 647 | 4,11 | 232 | 12,14 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 6 688 | 0,07 | 425 | 7,89 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 203 262 | 49,16 | 12 903 | 60,66 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 12 403 | 35,29 | 731 | 51,98 | ||||
| 2025-07-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 9 750 | 1 263,64 | 620 | 1 450,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 986 | 443 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 10 070 | 0,14 | 1 | |||||
| 2025-08-11 | 13F | Theory Financial Llc | 75 433 | 49,74 | 4 777 | 60,90 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 105 526 | 2,19 | 6 699 | 10,06 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 9 627 | 48,82 | 611 | 60,37 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2 636 933 | 87,33 | 167 393 | 101,76 | ||||
| 2025-07-16 | 13F | Novem Group | 4 343 | 7,47 | 276 | 15,55 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 175 394 | 604,03 | 11 134 | 658,45 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 872 012 | 2,91 | 118 834 | 10,84 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 248 942 | 66,31 | 15 803 | 79,12 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 4 328 | 275 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 351 582 | 6,65 | 22 318 | 14,86 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 82 909 | 39,93 | 5 263 | 50,72 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 600 | 9,20 | ||||||
| 2025-07-11 | 13F | Busey Wealth Management | 3 489 | 221 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 58 814 | 4,21 | 3 733 | 12,24 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 295 215 | 39,62 | 18 740 | 50,38 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 12 942 | 27,56 | 822 | 37,29 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 44 | 3 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 8 003 | 20,75 | 508 | 30,26 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 7 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 406 643 | 35,93 | 89 294 | 46,40 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 22 | 1 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 77 161 | 36,25 | 4 951 | 48,37 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 10 900 | 65,98 | 692 | 78,55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 516 143 | 3,70 | 32 765 | 11,69 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 392 | 25 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 242 570 | 120,85 | 15 573 | 134,29 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 1 119 888 | 58,39 | 71 090 | 70,59 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 3 586 | 2,19 | 228 | 10,19 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 7 701 | 41,56 | 489 | 52,50 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 237 297 | 30,61 | 15 064 | 40,67 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 3 605 | 229 | ||||||
| 2025-07-21 | 13F | Warner Financial, Inc | 44 010 | 12,02 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 272 525 | 61,64 | 17 310 | 73,03 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 71 629 | 28,39 | 4 547 | 38,29 | ||||
| 2025-09-03 | 13F | American Trust | 8 083 | 513 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 1 597 | 18,30 | 0 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 20 633 | 9,95 | 1 310 | 18,35 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 89 375 | 3,33 | 5 674 | 11,28 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 7 865 | 2,52 | 499 | 10,40 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 61 569 | 2,01 | 3 908 | 9,87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 41 053 | 55,34 | 2 606 | 67,37 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 279 911 | 52,08 | 17 769 | 63,79 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5 266 058 | 30,23 | 334 826 | 40,40 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 266 272 | 1,62 | 80 383 | 9,44 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 796 883 | 19,48 | 50 586 | 28,69 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 33 935 | 10,94 | 2 154 | 19,53 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 198 239 | 10,68 | 12 584 | 19,21 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 531 316 | 58,40 | 33 728 | 70,61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 185 896 | 2,33 | 11 801 | 10,22 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 283 140 | 51,16 | 17 974 | 62,81 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 23 555 | 4,57 | 1 495 | 12,66 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 8 633 | 4,39 | 548 | 12,53 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 67 277 | 124,20 | 4 271 | 190,87 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 9 394 | 21,61 | 596 | 30,99 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 83 670 | 157,73 | 5 311 | 177,63 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 5 627 | 1,17 | 357 | 9,17 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6 963 | 442 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10 114 | 108,45 | 642 | 125,26 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 320 129 | 4,54 | 20 | 11,11 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 77 443 | 72,51 | 4 916 | 85,75 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 229 278 | 13,36 | 14 555 | 22,10 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 8 959 | 32,55 | 1 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 8 155 | 1,34 | 518 | 9,07 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 32 822 | 4,94 | 2 084 | 13,02 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 71 636 | 24,81 | 4 547 | 34,41 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 6 945 | 8,60 | 446 | 23,27 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 31 363 | 32,42 | 1 991 | 42,65 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 191 292 | 62,10 | 12 143 | 96,11 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 88 876 | 49,83 | 5 642 | 61,36 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 40 501 | 7,11 | 2 571 | 15,39 | ||||
| 2025-06-25 | NP | NAWGX - Voya Global Equity Fund Class A | 22 160 | 5 053,49 | 1 351 | 5 769,57 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 319 091 | 47,10 | 20 256 | 58,43 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 118 287 | 0,40 | 7 509 | 8,12 | ||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 27 144 | 1 723 | ||||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 3 302 | 210 | ||||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 85 185 | 0,44 | 5 448 | 7,69 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 8 416 | 6,71 | 534 | 15,09 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 106 522 | 58,61 | 6 762 | 70,82 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 44 248 | 41,77 | 2 809 | 52,69 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 4 818 | 28,86 | 306 | 38,64 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 20 908 | 48,34 | 1 327 | 59,88 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 56 055 | 24,70 | 3 558 | 34,31 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 32 011 | 4,25 | 2 032 | 12,33 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 5 220 | 0,89 | 331 | 8,88 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 241 | 2,55 | 0 | |||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 13 656 | 0,82 | 867 | 8,52 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 45 298 | 47,94 | 2 876 | 59,37 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 67 191 | 17,99 | 4 265 | 42,79 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 87 204 | 91,54 | 5 536 | 106,30 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 167 655 | 58,94 | 10 643 | 71,18 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 9 949 | 63,93 | 632 | 76,75 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 13 020 | 0,05 | 827 | 7,69 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 127 117 | 6,27 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 196 607 | 56,46 | 12 481 | 68,51 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 12 981 | 45,35 | 824 | 56,65 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 39 121 | 2,08 | 2 483 | 9,96 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 1 065 950 | 5,24 | 67 667 | 13,35 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 8 294 | 19,51 | 527 | 28,61 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 7 740 | 0,14 | 491 | 7,91 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 3 253 | 206 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 35 184 | 37,17 | 2 233 | 47,78 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 80 721 | 1,67 | 4 758 | 14,21 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 266 498 | 61,54 | 17 554 | 80,54 | ||||
| 2025-08-26 | NP | IIFAX - Voya Balanced Income Portfolio Class ADV | 6 419 | 344,22 | 407 | 378,82 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 91 255 | 47,19 | 5 793 | 58,51 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 433 356 | 35,84 | 27 509 | 46,31 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 500 | 2,04 | 0 | |||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 5 965 | 2,79 | 379 | 10,53 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 10 001 | 0,26 | 635 | 8,01 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 70 170 | 4,42 | 4 454 | 12,47 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 3 151 | 200 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 68 422 | 8,74 | 4 083 | 10,11 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 333 974 | 42,00 | 21 201 | 52,94 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 61 694 | 381,95 | 3 916 | 419,36 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 275 347 | 119,57 | 17 479 | 136,49 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 343 950 | 35,44 | 21 834 | 45,86 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 110 969 | 491,55 | 7 044 | 537,47 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 15 860 | 54,03 | 1 007 | 66,01 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 5 716 | 7,91 | 363 | 16,03 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 7 966 | 2,19 | 506 | 10,02 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 30 315 | 431,47 | 1 924 | 474,33 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 83 124 | 0,30 | 5 277 | 8,03 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 183 474 | 1,32 | 11 647 | 9,12 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 108 354 | 0,99 | 6 878 | 8,78 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 119 197 | 0,12 | 7 567 | 7,84 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 510 685 | 52,95 | 32 418 | 64,73 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 102 944 | 10,35 | 6 535 | 18,84 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1 424 050 | 52,08 | 90 399 | 63,79 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7 790 | 9,95 | 495 | 33,15 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 40 917 | 1,46 | 2 597 | 9,30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 460 056 | 82,46 | 29 204 | 96,51 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 456 | 2,24 | 29 | 7,69 | ||||
| 2025-07-25 | NP | COAVX - Columbia Overseas Value Fund Class A | 1 533 063 | 339,38 | 97 564 | 388,02 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 21 059 | 12,59 | 1 337 | 21,23 | ||||
| 2025-08-27 | NP | PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I | 312 940 | 19 865 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 25 091 | 27,56 | 1 593 | 37,36 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 976 092 | 5,63 | 61 962 | 13,77 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 23 432 | 9,32 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 13 166 | 836 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 385 | 2,39 | 24 | 9,09 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 71 633 | 52,37 | 4 547 | 64,15 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 154 | 10 | ||||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 70 775 | 2,97 | 4 493 | 10,89 | ||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 679 009 | 43,91 | 43 155 | 55,17 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 227 309 | 43,99 | 14 430 | 55,08 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 238 137 | 15 117 | ||||||
| 2025-08-07 | 13F | Keystone Financial Services | 344 429 | 68,66 | 21 864 | 81,66 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21 932 | 48,56 | 1 392 | 60,00 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 66 226 | 69,76 | 4 204 | 82,86 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 24 714 | 0,92 | 1 569 | 8,66 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 395 606 | 44,61 | 25 | 56,25 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 172 394 | 40,28 | 10 944 | 51,08 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 3 803 | 241 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 29 345 | 34,72 | 1 863 | 45,13 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5 986 | 42,02 | 380 | 53,23 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 70 738 | 10,79 | 4 490 | 19,32 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 77 936 | 6,31 | 4 947 | 14,51 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 992 574 | 41,65 | 63 009 | 52,56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 016 | 20,83 | 191 | 29,93 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 21 259 | 51,13 | 1 350 | 62,73 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 22 414 | 51,16 | 1 423 | 62,89 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 10 367 | 0,13 | 658 | 7,87 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 123 552 | 7 843 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 1 065 946 | 58,17 | 67 666 | 70,35 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 32 739 | 11,76 | 2 078 | 20,39 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 281 558 | 2,54 | 17 873 | 10,44 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 5 191 | 0,02 | 330 | 7,87 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 14 384 | 913 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7 741 | 29,51 | 492 | 39,49 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 4 341 | 276 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 20 190 | 1 282 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 548 783 | 6,03 | 34 837 | 14,19 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 3 773 | 11,00 | 240 | 19,50 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 3 597 | 228 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15 814 518 | 28,62 | 1 003 906 | 38,52 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3 872 | 246 | ||||||
| 2025-08-26 | NP | IGHSX - Voya Global Equity Portfolio Class S | 33 861 | 168,50 | 2 149 | 189,23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 871 651 | 17,99 | 119 | 26,88 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 7 676 | 71,49 | 487 | 85,17 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 630 080 | 24,65 | 39 997 | 34,25 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3 688 | 234 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 17 388 | 53,43 | 1 104 | 65,37 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 513 646 | 56,89 | 32 606 | 68,98 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 914 080 | 50,35 | 184 986 | 61,93 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 171 045 | 41,61 | 455 218 | 52,51 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 18 025 | 2,20 | 1 144 | 10,11 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15 642 | 62,06 | 993 | 74,65 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 7 222 | 33,91 | 458 | 44,48 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 48 208 | 1,01 | 3 060 | 8,78 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 198 938 | 46,39 | 12 629 | 57,67 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 482 | 34,68 | 411 | 45,23 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 230 726 | 2,07 | 14 647 | 9,93 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 66 280 | 30,48 | 4 207 | 40,51 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 3 963 000 | 296,70 | 251 571 | 252,07 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 62 719 | 33,41 | 3 981 | 43,72 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 4 750 | 302 | ||||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 4 581 | 291 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 41 609 | 36,32 | 2 641 | 46,89 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 159 | 9 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 565 | 2,95 | 226 | 10,78 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 6 993 | 45,51 | 444 | 56,54 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 25 520 | 8,08 | 1 620 | 16,46 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 3 198 | 203 | ||||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 467 | 30 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 14 621 | 25,15 | 928 | 34,88 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 44 | 3 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 384 065 | 55,52 | 24 380 | 67,50 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 79 689 | 10,79 | 5 059 | 19,32 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 69 854 | 45,13 | 4 434 | 56,35 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 18 971 | 19,59 | 1 204 | 28,91 |
