Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF comprennent Retirement Income Solutions, Inc, Divergent Planning, LLC, Spectrum Planning & Advisory Services Inc., Financially Speaking Inc, TDSC - Cabana Target Drawdown 10 ETF, TDSB - Cabana Target Drawdown 7 ETF, J Hagan Capital, Inc., PineBridge Investments, L.P., Financial Engines Advisors L.L.C., BCJ Capital Management, LLC, Gamco Investors, Inc. Et Al, KAGCX - Kensington Dynamic Growth Fund Class C Shares, Kensington Asset Management, LLC, Midwestern Financial, LLC /IA, Tfo-tdc, Llc, Whalen Wealth Management Inc., Rahlfs Capital, Llc, Mirae Asset Global Investments Co., Ltd., Carter Financial Group, INC., et McElhenny Sheffield Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 805 | 41 | ||||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 214 351 | 2,52 | 10 863 | 2,63 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 817 | 41 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 52 358 | 21,85 | 2 654 | 21,98 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 35 961 | 5,40 | 1 823 | 5,50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 82 100 | 13,87 | 4 161 | 13,97 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 130 010 | 1,95 | 6 589 | 2,04 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 272 875 | 13,99 | 13 829 | 14,11 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 9 956 | 4,59 | 505 | 4,78 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 335 281 | 8,27 | 16 992 | 8,37 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 19 526 | 10,29 | 990 | 10,38 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 400 | 20 | ||||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 5 217 | 0,46 | 264 | 1,15 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 33 283 | 14,35 | 1 687 | 14,46 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 119 038 | 8,67 | 6 033 | 8,78 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 11 093 296 | 0,86 | 562 208 | 0,95 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 949 | 75,42 | 48 | 77,78 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 5 468 | 5,05 | 277 | 5,32 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 81 457 | 16,03 | 4 128 | 16,15 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 251 607 | 18,73 | 12 724 | 18,59 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40 893 | 8,15 | 2 072 | 8,25 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 25 733 | 3,98 | 1 304 | 4,07 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7 278 | 369 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 22 388 | 104,44 | 1 135 | 104,69 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 107 317 | 18,24 | 5 439 | 18,35 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 196 816 | 4,78 | 9 975 | 4,88 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 1 714 006 | 3,80 | 86 866 | 3,90 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 170 | 42,86 | 9 | 33,33 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 20 472 | 42,45 | 1 038 | 42,64 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 115 116 | 14,32 | 5 834 | 14,44 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 38 630 | 33,54 | 1 958 | 33,67 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 3 814 842 | 42,21 | 193 336 | 42,35 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 319 673 | 7,76 | 66 881 | 7,87 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 77 476 | 10,27 | 3 926 | 10,37 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 99 354 | 33,12 | 5 035 | 33,27 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 74 979 | 12,09 | 3 800 | 12,20 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 24 551 | 0,66 | 1 244 | 0,81 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 43 468 | 1,17 | 2 203 | 1,24 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 10 850 | 25,33 | 550 | 25,34 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 294 383 | 0,64 | 14 922 | 0,76 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 114 660 | 95,15 | 5 811 | 95,36 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 69 577 | 4,73 | 3 526 | 4,85 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 115 058 | 1,46 | 5 831 | 1,57 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 427 | 6,18 | 72 | 5,88 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19 337 | 97,30 | 980 | 97,38 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 176 768 | 30,42 | 8 959 | 30,55 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4 679 | 1,39 | 236 | 1,72 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 1 421 212 | 54,83 | 71 828 | 55,29 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 64 613 | 3,06 | 3 275 | 3,15 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 6 506 | 330 | ||||||
| 2025-05-06 | 13F | WT Wealth Management | 129 442 | 130,06 | 6 554 | 131,23 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 4 105 | 208 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 5 668 | 2,11 | 287 | 2,14 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 31 618 | 0,98 | 1 599 | 0,82 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 604 678 | 103,24 | 31 | 100,00 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 14 170 | 27,89 | 718 | 28,21 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 132 461 | 0,49 | 6 713 | 0,60 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 258 877 | 941,72 | 63 800 | 942,81 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 367 532 | 26,36 | 18 626 | 26,48 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 126 922 | 8,14 | 6 432 | 8,25 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 242 199 | 332,54 | 12 275 | 333,10 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 157 643 | 31,44 | 7 989 | 31,57 | ||||
| 2025-08-01 | 13F | First National Trust Co | 56 160 | 52,76 | 2 846 | 52,93 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 356 139 | 6 371,72 | 18 049 | 6 392,45 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 53 819 | 1,07 | 2 725 | 1,26 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1 181 376 | 4,50 | 59 872 | 4,60 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8 881 | 16,84 | 450 | 17,19 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 339 905 | 23,87 | 17 226 | 24,00 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 9 864 | 500 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 511 | 8,69 | 634 | 8,93 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 14 276 | 0,85 | 724 | 0,98 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 8 556 | 434 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 15 384 | 3,86 | 780 | 4,01 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 103 347 | 20,88 | 5 238 | 21,00 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 78 070 | 0,85 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 82 733 | 22,43 | 4 193 | 22,54 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25 341 | 27,77 | 1 284 | 27,89 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 224 432 | 1,97 | 11 374 | 2,07 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 222 771 | 2,73 | 11 290 | 2,83 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 30 834 | 1,64 | 1 563 | 1,76 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 18 003 | 909 | ||||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 4 385 | 222 | ||||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 64 560 | 8,48 | 3 272 | 8,56 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 312 670 | 61,51 | 15 846 | 61,68 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 5 | 66,67 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 182 696 | 23,98 | 60 | 22,92 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 10 569 | 536 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7 457 | 52,68 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 750 037 | 12,83 | 139 393 | 12,94 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 202 281 | 0,22 | 10 | 0,00 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 8 734 | 442 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 267 036 | 98,45 | 13 523 | 98,50 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 765 271 | 2,93 | 38 784 | 3,03 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 39 575 | 8,26 | 2 006 | 8,73 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 54 068 | 423,86 | 2 740 | 427,94 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 047 | 4,49 | 154 | 4,76 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 15 746 | 42,19 | 798 | 42,50 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 435 249 | 9,18 | 22 058 | 9,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6 565 | 333 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 581 880 | 16,95 | 29 490 | 17,07 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 261 | 165 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 145 061 | 63,57 | 7 | 75,00 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 61 005 | 8,69 | 3 092 | 8,80 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 16 838 | 2,88 | 853 | 3,02 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 128 670 | 3,75 | 6 521 | 3,84 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 444 430 | 33,07 | 22 524 | 33,20 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 316 225 | 45,32 | 16 026 | 45,47 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 56 932 | 8,93 | 2 885 | 9,03 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 349 122 | 1,35 | 17 694 | 1,45 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 105 162 | 97,72 | 5 330 | 97,92 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 1 014 | 0,90 | 51 | 2,00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 8 935 | 41,09 | 453 | 41,25 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 96 382 | 25,39 | 4 885 | 25,52 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 449 966 | 16,89 | 124 | 16,98 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 15 859 | 0,08 | 803 | 0,50 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 195 260 | 63,43 | 9 896 | 63,61 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7 576 | 384 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 492 206 | 4,05 | 24 945 | 4,15 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 60 152 | 42,99 | 3 048 | 43,17 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 6 245 | 0,58 | 317 | 0,64 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 916 646 | 42,14 | 46 456 | 42,29 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 020 | 52 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 50 387 | 4,69 | 2 554 | 4,80 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 994 | 99,60 | 50 | 100,00 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 171 315 | 2,18 | 8 682 | 2,29 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 178 946 | 6,00 | 9 069 | 6,46 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 584 421 | 9,01 | 29 618 | 9,11 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 74 052 | 29,24 | 3 753 | 29,38 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 41 317 | 15,68 | 2 094 | 15,76 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 27 520 | 3,90 | 1 395 | 3,95 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 166 | 0 | ||||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 545 964 | 568,97 | 27 669 | 569,63 | ||||
| 2025-08-07 | 13F | PFG Advisors | 16 498 | 836 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 17 406 | 96,90 | 882 | 97,32 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45 693 | 14,01 | 2 316 | 14,10 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 15 090 | 24,57 | 765 | 24,63 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 63 678 | 1,37 | 3 227 | 1,48 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 8 030 | 12,10 | 407 | 12,15 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 222 075 | 58,31 | 11 255 | 58,46 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 37 036 | 16,85 | 1 877 | 16,96 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 16 505 | 11,48 | 836 | 11,62 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 189 266 | 9 592 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 32 984 | 43,51 | 1 672 | 43,68 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 98 528 | 3,25 | 4 993 | 3,35 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 4 603 | 233 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 120 046 | 51,08 | 6 080 | 51,17 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 63 364 | 6,35 | 3 211 | 6,47 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 97 700 | 47,58 | 4 951 | 47,75 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 208 811 | 11,12 | 10 572 | 11,70 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8 603 | 19,52 | 436 | 19,78 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 398 396 | 3,18 | 20 191 | 3,57 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 17 129 | 9,26 | 868 | 9,46 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 26 877 | 17,50 | 1 362 | 17,62 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19 771 | 67,99 | 1 000 | 68,07 | ||||
| 2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 59 146 | 95,87 | 2 998 | 96,14 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 12 721 | 4 968,13 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Summitry Llc | 6 890 | 349 | ||||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 119 568 | 6 023 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 268 183 | 201,22 | 13 592 | 201,55 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 214 784 | 17,04 | 10 844 | 17,04 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 22 976 | 28,98 | 1 164 | 29,19 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 217 749 | 73,02 | 11 036 | 73,21 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 494 260 | 26,80 | 25 049 | 26,93 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 546 053 | 3,09 | 27 674 | 3,18 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 21 917 | 1 111 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 303 249 | 28,53 | 15 369 | 28,66 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 35 913 | 14,21 | 1 820 | 14,32 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 4 587 | 232 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7 288 | 369 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 4 495 | 228 | ||||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 7 381 | 374 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 676 769 | 224,48 | 34 | 240,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 205 930 | 954,92 | 10 395 | 957,48 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 11 359 | 0,61 | 576 | 0,70 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 310 301 | 84,47 | 15 726 | 84,66 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 13 536 | 26,34 | 686 | 26,57 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 41 852 | 59,94 | 2 121 | 60,20 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 118 759 | 11,08 | 6 019 | 11,18 | ||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 210 232 | 14,74 | 11 | 11,11 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99 622 | 13,76 | 5 049 | 13,87 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 14 878 | 0,03 | 754 | 0,00 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 9 140 | 1,14 | 463 | 1,31 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 14 979 | 26,59 | 759 | 26,71 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 4 145 | 0,31 | 210 | 0,48 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4 001 | 203 | ||||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 65 491 | 3 319 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 635 175 | 0,55 | 82 871 | 0,64 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 220 | 0 | ||||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 72 857 | 3 692 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 11 291 079 | 22,92 | 572 | 23,01 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13 190 727 | 10,36 | 668 506 | 10,47 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 13 984 | 3,26 | 709 | 3,36 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 823 169 | 27,64 | 244 438 | 27,76 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 68 148 | 30,83 | 3 454 | 30,94 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 46 807 | 7,97 | 2 372 | 8,11 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 384 022 | 75,48 | 19 462 | 75,65 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 6 573 | 11,12 | 333 | 11,37 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 6 045 | 306 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 516 228 | 1,50 | 26 162 | 1,60 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 311 227 | 37,38 | 15 773 | 37,52 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 229 162 | 1,42 | 11 614 | 1,52 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2 013 | 0,25 | 102 | 0,99 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 62 672 | 8,64 | 3 176 | 8,77 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 246 992 | 1,86 | 12 518 | 1,96 | ||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 4 224 | 214 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 24 719 | 9,27 | 1 253 | 9,34 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 190 525 | 110,52 | 9 656 | 110,72 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 6 118 | 1,14 | 310 | 1,31 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 67 801 | 56,82 | 3 436 | 56,97 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 120 800 | 0,24 | 6 122 | 0,34 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 71 331 | 4,07 | 3 615 | 4,18 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 19 855 | 19,91 | 1 006 | 20,05 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 31 815 | 2,51 | 1 612 | 2,61 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 5 000 | 11,11 | 253 | 11,45 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7 | 0 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 820 | 2,50 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 65 861 | 7,04 | 3 338 | 7,13 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 8 049 | 4,02 | 406 | 4,10 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 16 690 | 846 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 77 867 | 3 946 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 119 156 | 8,07 | 6 039 | 8,17 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 55 026 | 203,96 | 2 789 | 204,37 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 162 | 54,93 | 59 | 56,76 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 183 031 | 9 276 | ||||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 10 038 | 509 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5 239 | 266 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 45 064 | 70,39 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 21 | 1 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 812 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 125 132 | 32,73 | 6 342 | 32,85 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 159 122 | 152,65 | 8 062 | 152,89 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 68 452 | 70,52 | 3 469 | 70,72 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 17 732 | 21,00 | 899 | 21,19 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 201 475 | 2,41 | 10 211 | 2,51 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 7 862 | 398 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 690 854 | 5,64 | 35 012 | 5,74 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 226 957 | 4,44 | 11 502 | 4,54 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 35 448 | 1 797 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 1 109 451 | 0,50 | 56 227 | 0,60 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 142 805 | 9,07 | 7 | 16,67 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 293 581 | 18,19 | 14 879 | 18,30 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 28 128 | 1,81 | 1 426 | 1,93 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 43 316 | 10,50 | 2 195 | 10,64 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 4 114 | 208 | ||||||
| 2025-07-10 | 13F | Moller Financial Services | 6 812 | 345 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 37 245 | 8,52 | 1 888 | 8,64 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 225 | 11 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 630 157 | 10,72 | 31 936 | 10,83 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 22 488 | 2,43 | 1 140 | 2,52 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 61 385 | 12,05 | 3 111 | 12,19 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 10 797 | 10,44 | 547 | 10,73 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 93 102 | 1,35 | 4 718 | 1,44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 736 843 | 5,40 | 37 343 | 5,50 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 31 331 | 330,19 | 1 588 | 331,25 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 24 401 | 1 232 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 6 610 | 335 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 6 689 | 2,17 | 339 | 2,11 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 116 042 | 84,17 | 5 881 | 84,36 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 9 718 | 491 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 708 208 | 2,11 | 35 892 | 2,22 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 119 001 | 6 031 | ||||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 62 340 | 5,46 | 3 159 | 5,58 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 9 409 | 1,93 | 477 | 1,93 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 37 980 | 35,95 | 1 925 | 36,07 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 7 408 | 49,99 | 375 | 50,00 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 23 842 | 61,99 | 1 208 | 62,15 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 200 | 10 | ||||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 6 305 | 0,78 | 320 | 0,95 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 286 655 | 5,38 | 14 528 | 5,48 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 50 404 | 219,46 | 2 554 | 220,05 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 32 750 | 2,36 | 1 660 | 2,47 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 254 047 | 6,92 | 12 875 | 7,03 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 290 524 | 31,24 | 14 724 | 32,04 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 47 780 | 2,70 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 425 899 | 3,24 | 21 585 | 3,34 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 566 156 | 3,16 | 28 693 | 3,26 | ||||
| 2025-08-04 | 13F | Deseret Mutual Benefit Administrators | 40 088 | 102,52 | 2 032 | 102,69 | ||||
| 2025-07-24 | 13F | Agate Pass Investment Management, LLC | 9 902 | 0,94 | 502 | 1,01 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 4 246 | 0,07 | 215 | 0,47 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 62 414 | 37,50 | 3 163 | 37,64 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 226 | 467,59 | 62 | 520,00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 9 550 | 9,19 | 484 | 9,28 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 4 978 | 9,14 | 252 | 9,57 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 81 307 | 48,09 | 4 121 | 48,25 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 9 100 | 1,25 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 203 845 | 34,69 | 61 011 | 34,83 | ||||
| 2025-07-30 | NP | FAUDX - Strategic Advisers Short Duration Fund This fund is a listed as child fund of Fmr Llc 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 | 8 743 594 | 0,01 | 442 601 | -0,07 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 26 125 | 58,65 | 1 324 | 58,94 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 4 034 | 1,08 | 204 | 0,99 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 58 755 | 20,27 | 2 978 | 20,38 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8 895 | 47,56 | 451 | 47,54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 914 662 | 11,58 | 857 235 | 11,69 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 97 771 | 4 955 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 276 176 | 273,86 | 13 997 | 274,22 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 7 458 | 378 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 44 576 | 2 259 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 640 409 | 17,53 | 235 176 | 17,65 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 51 518 | 253,66 | 2 611 | 254,14 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 9 459 | 10,52 | 479 | 10,62 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 209 833 | 13,26 | 10 634 | 13,38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 367 887 | 25,24 | 221 365 | 25,36 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 216 467 | 6,19 | 10 971 | 6,29 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 346 500 | 31,06 | 17 561 | 31,19 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 274 884 | 42,27 | 13 931 | 42,41 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 24 784 | 1 256 | ||||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 553 661 | 4,99 | 28 060 | 5,09 | ||||
| 2025-08-11 | 13F | Rahlfs Capital, Llc | 40 675 | 2 061 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 485 706 | 1,95 | 25 | 0,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 120 815 | 4,08 | 6 114 | 4,37 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 42 432 | 17,62 | 2 | 100,00 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 72 462 | 6,80 | 3 672 | 6,90 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 12 757 | 145,04 | 644 | 144,87 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 165 246 | 85,68 | 8 375 | 85,88 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 21 067 | 1 068 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 31 140 | 407,17 | 1 578 | 409,03 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 35 216 | 0,70 | 1 785 | 0,79 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 29 351 | 147,69 | 1 488 | 148,25 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 140 538 | 7,11 | 7 122 | 7,23 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 12 962 | 53,47 | 657 | 53,63 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 619 005 | 5,22 | 31 340 | 5,77 | ||||
| 2025-07-10 | 13F | Security National Bank | 89 922 | 11 196,73 | 4 557 | 11 292,50 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 19 638 | 7,24 | 995 | 7,34 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 31 141 | 24,87 | 1 572 | 24,48 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 93 185 | 6,30 | 4 723 | 6,40 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 256 968 | 14,09 | 13 010 | 14,16 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30 110 | 71,72 | 1 526 | 71,93 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 75 078 | 5,54 | 3 805 | 5,64 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 327 455 | 4,90 | 16 595 | 5,00 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 261 966 | 13,51 | 13 276 | 13,63 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 174 264 | 47,00 | 8 832 | 47,13 | ||||
| 2025-07-01 | 13F | BancFirst Trust & Investment Management | 51 376 | 2 603 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 951 | 48 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 325 571 | 14,13 | 16 500 | 14,24 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 435 852 | 0,25 | 22 006 | 0,51 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1 657 | 1,22 | 84 | 1,22 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 75 979 | 10,49 | 3 851 | 10,60 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 18 611 | 10,20 | 943 | 10,29 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 434 030 | 12,42 | 21 997 | 12,53 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5 405 | 274 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 213 630 | 26,03 | 10 827 | 26,15 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 38 589 | 23,56 | 1 956 | 23,66 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 93 525 | 2,30 | 4 740 | 2,40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 34 891 | 87,84 | 1 768 | 88,09 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 397 | 101,52 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 107 654 | 0,91 | 5 456 | 1,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 394 684 | 179,47 | 20 003 | 179,75 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 784 | 0,77 | 40 | 0,00 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 6 602 | 17,96 | 335 | 18,02 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 22 773 | 48,46 | 1 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 475 | 75 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 276 099 | 10,88 | 13 993 | 10,99 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 37 381 | 75,92 | 1 894 | 76,19 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 211 196 | 11,14 | 10 703 | 11,26 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 16 006 | 811 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 44 290 | 1,90 | 2 245 | 2,00 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 51 730 | 13,47 | 2 622 | 13,56 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 36 | 2,86 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 15 859 | 804 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 569 580 | 85,89 | 28 866 | 86,08 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 9 879 | 81,13 | 501 | 81,82 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 11 275 | 182,44 | 571 | 182,67 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 58 668 | 0,93 | 2 973 | 1,05 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 70 820 | 66,91 | 3 586 | 67,76 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 72 882 | 5,89 | 3 694 | 6,00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 276 427 | 30,14 | 14 009 | 30,27 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 432 518 | 2,53 | 21 920 | 2,63 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 81 169 | 15,58 | 4 114 | 15,70 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 70 | 1,45 | 4 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 28 476 | 0,04 | 1 443 | 0,14 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 40 909 | 7,54 | 2 073 | 7,63 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 12 776 | 1,14 | 647 | 1,25 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4 781 | 16,16 | 242 | 16,35 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 5 810 | 294 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 127 315 | 0,15 | 6 452 | 0,25 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 5 350 | 0,45 | 271 | 0,74 | ||||
| 2025-08-12 | 13F | Main Management LLC | 2 167 | 10,62 | 0 | |||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 409 240 | 2,81 | 20 740 | 2,91 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 13 366 | 677 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 965 | 7,16 | 201 | 6,95 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 42 723 | 37,52 | 2 165 | 37,72 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 56 548 | 24,30 | 2 866 | 24,40 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 406 864 | 6,41 | 71 300 | 6,51 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 40 761 | 32,33 | 2 066 | 32,46 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 48 139 | 14,23 | 2 438 | 14,25 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 517 476 | 2,96 | 26 226 | 3,07 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 15 820 | 41,39 | 802 | 42,27 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 152 233 | 20,27 | 7 715 | 20,53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 090 193 | 11,63 | 55 251 | 11,74 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 43 889 | 22,28 | 2 224 | 22,40 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 214 769 | 11 | ||||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 4 326 | 7,08 | 219 | 7,35 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 96 202 | 0,94 | 4 876 | 1,04 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 62 120 | 1,01 | 3 148 | 1,12 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 5 111 | 0,55 | 259 | 0,78 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 16 306 977 | 15,29 | 826 438 | 15,40 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 26 319 | 19,78 | 1 334 | 20,20 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 7 683 | 10,71 | 389 | 10,83 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 118 715 | 1,46 | 6 016 | 1,57 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 9 307 | 0,75 | 472 | 0,86 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 33 184 | 22,70 | 1 682 | 22,79 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 17 001 | 57,52 | 862 | 57,69 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 101 999 | 7,03 | 5 169 | 7,13 | ||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 26 575 | 12,13 | 1 347 | 12,26 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8 910 | 80,44 | 0 | |||||
| 2025-08-13 | 13F | Brentview Investment Management LLC | 700 | 35 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 151 381 | 25,19 | 7 672 | 25,30 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 12 924 | 54,67 | 655 | 54,61 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 74 760 | 8,32 | 3 789 | 8,41 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 131 239 | 0,71 | 6 651 | 0,82 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 44 708 | 3,20 | 2 266 | 3,28 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 69 748 | 57,17 | 3 535 | 57,35 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 89 319 | 0,22 | 4 527 | 0,31 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 49 260 | 2,79 | 2 496 | 2,89 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 80 | 4 | ||||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 5 437 | 20,15 | 276 | 20,09 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 90 330 | 710,93 | 4 573 | 717,89 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 7 587 | 44,82 | 384 | 46,01 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5 592 | 0,02 | 283 | 0,00 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 84 989 | 81,93 | 4 307 | 82,11 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 119 582 | 1,06 | 6 054 | 1,58 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 89 353 | 4 528 | ||||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 674 498 | 36,13 | 34 | 36,00 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 253 142 | 3,77 | 12 789 | 3,55 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 1 478 317 | 2,20 | 74 921 | 2,30 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 72 | 14,29 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 191 268 | 13,54 | 9 693 | 13,65 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 911 417 | 65,82 | 46 191 | 65,98 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 24 001 | 175,53 | 1 216 | 175,74 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 462 090 | 1,58 | 23 419 | 1,68 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 201 159 | 9,01 | 10 195 | 9,12 | ||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 12 003 | 148,46 | 608 | 149,18 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 73 782 | 38,29 | 3 736 | 38,32 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 38 648 | 1 959 | ||||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 73 165 | 3 708 | ||||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 80 601 | 5,75 | 4 070 | 5,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 662 322 | 6,87 | 84 246 | 6,98 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 13 161 | 667 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 231 134 | 5,65 | 265 114 | 5,75 | ||||
| 2025-09-03 | 13F | American Trust | 517 357 | 697,49 | 26 220 | 698,39 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 927 651 | 47 013 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8 888 716 | 4,01 | 450 480 | 4,68 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 8 541 | 114,98 | 433 | 114,93 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 36 062 | 20,09 | 1 828 | 20,20 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 14 752 | 59,09 | 745 | 58,85 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 4 670 | 22,09 | 237 | 22,28 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 54 220 | 162,45 | 2 748 | 162,87 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 086 | 0,51 | 410 | 0,49 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 25 000 | 24 | ||||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 35 123 | 4,49 | 1 780 | 4,64 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 85 594 | 7,61 | 4 338 | 7,70 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 127 340 | 31,74 | 6 431 | 31,41 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 277 980 | 0,21 | 14 088 | 0,31 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 481 731 | 1,90 | 24 414 | 2,01 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 8 145 | 22,37 | 413 | 22,62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 17 | |||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 118 612 | 16,40 | 6 011 | 16,51 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 423 600 | 17,60 | 21 468 | 17,72 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 20 244 | 1 026 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 36 330 | 1 841 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 5 949 | 45,95 | 301 | 46,12 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 292 252 | 0,37 | 14 811 | 0,47 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 862 | 14,48 | 44 | 13,16 | ||||
| 2025-07-15 | 13F | Maseco Llp | 45 | 2 | ||||||
| 2025-07-16 | 13F | Novem Group | 70 832 | 2,45 | 3 590 | 2,54 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 644 297 | 0,71 | 32 653 | 0,81 | ||||
| 2025-08-14 | 13F | Ackerman Asset Management, LLC | 136 400 | 49,12 | 6 913 | 49,26 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 20 252 | 29,75 | 1 026 | 29,87 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 155 055 | 1 478,97 | 7 981 | 1 512,12 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 169 961 | 5,80 | 8 614 | 5,90 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 134 850 | 10,11 | 6 834 | 10,23 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 344 711 | 10,27 | 17 470 | 10,45 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 89 167 | 50,83 | 4 519 | 50,95 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7 350 | 63,92 | 372 | 63,88 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 5 623 | 74,36 | 285 | 74,23 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 55 875 | 4,62 | 2 832 | 4,70 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 6 480 | 61,27 | 328 | 61,58 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 958 195 | 111,78 | 48 561 | 112,03 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 257 | 866,92 | 64 | 950,00 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 104 738 | 16,64 | 5 308 | 16,76 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 204 155 | 4,44 | 10 347 | 4,55 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 74 448 | 16,12 | 3 773 | 16,27 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 165 560 | 20,02 | 8 391 | 20,15 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 539 982 | 53,85 | 27 366 | 54,00 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 9 724 | 1,14 | 493 | 1,23 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 25 706 | 1 303 | ||||||
| 2025-07-18 | 13F | Requisite Capital Management, LLC | 305 124 | 0,02 | 15 464 | 0,12 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 166 | 8 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 238 908 | 1,40 | 12 108 | 1,50 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 453 674 | 10,04 | 22 992 | 10,15 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 52 700 | 8,21 | 2 671 | 8,32 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 8 825 | 14,61 | 447 | 14,91 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 99 062 | 64,15 | 5 020 | 64,32 | ||||
| 2025-06-26 | NP | TDSC - Cabana Target Drawdown 10 ETF | 146 138 | 7 402 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 141 775 | 124,49 | 7 150 | 124,49 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 22 698 | 7,26 | 1 150 | 7,38 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 18 130 | 18,45 | 919 | 18,60 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 19 195 | 973 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 493 111 | 509,06 | 24 991 | 509,66 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2 586 | 238,93 | 131 | 244,74 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 20 850 | 1 057 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 14 376 | 0,87 | 729 | 0,97 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 51 682 | 9,53 | 2 619 | 9,67 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6 113 | 7,59 | 310 | 7,67 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 140 098 | 7 096 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 585 114 | 4,96 | 30 | 3,57 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 147 087 | 5,26 | 7 454 | 5,37 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 22 151 | 1 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 9 811 | 2,29 | 497 | 2,47 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 36 000 | 104,23 | 1 824 | 104,48 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 31 668 | 72,87 | 1 605 | 73,03 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 18 178 | 27,87 | 921 | 28,09 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 17 400 | 85,11 | 882 | 86,26 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 9 538 | 1,15 | 483 | 1,26 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 29 378 | 38,24 | 1 489 | 38,42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 473 102 | 8,39 | 23 977 | 8,49 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 9 907 | 502 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 289 604 | 29,71 | 14 677 | 29,85 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 106 158 | 2,99 | 5 380 | 3,10 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 200 946 | 1,76 | 10 184 | 1,85 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 4 746 | 241 | ||||||
| 2025-07-16 | 13F | Kendall Capital Management | 193 866 | 5,97 | 9 825 | 6,08 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 284 226 | 3,73 | 14 | 7,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 241 592 | 175,01 | 122 | 177,27 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 80 521 | 13,66 | 4 064 | 13,46 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 34 533 | 1 750 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 125 480 | 0,84 | 6 359 | 0,94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 584 169 | 12,17 | 29 606 | 12,28 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 277 986 | 133,18 | 14 089 | 134,08 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 906 410 | 41,83 | 45 937 | 41,97 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 402 | 8,06 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 10 160 | 2,01 | 515 | 2,59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 9 326 265 | 5,69 | 472 655 | 5,80 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 354 315 | 11,13 | 17 957 | 11,24 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 28 799 | 115,26 | 1 460 | 115,51 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 128 841 | 28,37 | 6 530 | 28,50 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 14 051 | 44,99 | 711 | 45,70 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 41 408 | 6,88 | 2 099 | 6,99 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 18 082 | 6,36 | 916 | 6,51 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 253 260 | 7,25 | 12 835 | 7,36 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 396 | 20 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8 104 149 | 8,77 | 410 718 | 8,88 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 15 473 | 1 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 582 584 | 22,77 | 181 544 | 23,11 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 5 930 | 301 | ||||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 1 310 993 | 13,87 | 66 441 | 13,98 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 303 | 0,54 | 66 | 1,54 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 97 882 | 1,56 | 4 961 | 1,66 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 135 094 | 45,49 | 6 847 | 45,63 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 204 904 | 5,85 | 10 385 | 5,95 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 5 151 | 1,88 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 28 950 | 19,53 | 1 467 | 19,66 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 152 449 | 7,43 | 7 726 | 7,54 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 40 999 | 46,88 | 2 078 | 46,99 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 61 539 | 10,55 | 3 119 | 11,24 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 72 857 | 3 692 | ||||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 263 496 | 36,97 | 13 354 | 37,09 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 86 348 | 14,63 | 4 376 | 14,77 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 46 442 | 2 354 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 687 842 | 0,41 | 34 860 | 0,50 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 609 786 | 1,06 | 30 904 | 1,16 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 5 563 | 1,33 | 282 | 1,44 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 26 565 | 2,16 | 1 346 | 2,28 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 11 481 | 582 | ||||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 148 431 | 1,79 | 7 523 | 1,90 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 52 809 | 4,45 | 2 676 | 4,57 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 156 424 | 14,96 | 7 906 | 15,00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 260 247 | 5,61 | 13 189 | 5,71 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 13 491 | 4,96 | 684 | 5,08 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 123 787 | 13,23 | 6 274 | 13,33 | ||||
| 2025-08-08 | 13F | Donoghue Forlines LLC | 533 117 | 27 018 | ||||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 6 592 | 1,14 | 334 | 1,21 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 8 685 | 170,31 | 440 | 171,60 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 126 700 | 43,29 | 6 421 | 43,45 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 63 668 | 12,60 | 3 226 | 12,68 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 386 692 | 4,67 | 19 598 | 4,77 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 126 774 | 20,16 | 6 425 | 20,28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 60 510 473 | 9,23 | 3 066 671 | 9,34 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 39 221 | 4,52 | 2 | 0,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 362 310 | 1 207,74 | 18 362 | 1 209,63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 990 344 | 34,66 | 202 169 | 34,75 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 134 766 | 44,27 | 6 830 | 44,41 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 420 353 | 24,68 | 21 303 | 24,80 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 35 000 | 1 774 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 12 556 | 69,52 | 636 | 70,05 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 144 823 | 37,16 | 57 997 | 37,27 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 447 023 | 59,94 | 124 015 | 60,10 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 49 842 | 3,53 | 2 526 | 3,65 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 4 721 | 239 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6 882 | 8,43 | 349 | 8,41 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 602 | 1,52 | 30 | 3,45 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 975 829 | 0,38 | 49 | 0,00 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 62 599 | 3,62 | 3 173 | 3,73 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 148 580 | 1,25 | 7 530 | 1,36 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 310 595 | 527,44 | 15 741 | 528,09 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 85 | 8 400,00 | 4 | 0,00 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 101 703 | 9,98 | 5 154 | 10,10 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 122 375 | 0,81 | 6 202 | 0,89 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 1 182 910 | 18,64 | 59 950 | 18,76 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 241 952 | 3,04 | 12 262 | 3,15 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 5 187 | 2,90 | 263 | 2,75 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 98 293 | 2,34 | 4 982 | 2,45 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 31 814 | 13,20 | 1 612 | 13,36 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 558 897 | 4,94 | 28 208 | 4,98 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 853 875 | 22,65 | 346 121 | 22,33 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 242 | 1,26 | 12 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 407 436 | 3,02 | 20 649 | 3,12 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 414 | 6,96 | 122 | 7,02 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 99 976 | 17,37 | 5 067 | 17,49 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 988 281 | 16,41 | 50 086 | 16,53 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 24 495 | 19,06 | 1 241 | 19,21 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 7 056 | 8,82 | 358 | 8,84 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 13 300 | 673 | ||||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 107 993 | 6,44 | 5 473 | 6,56 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 710 250 | 75,96 | 35 995 | 76,14 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 12 375 | 5,76 | 627 | 5,91 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 158 190 | 0,62 | 7 985 | 0,33 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 338 130 | 32,26 | 17 136 | 32,40 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 553 661 | 28 060 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 53 903 | 2,76 | 2 732 | 2,86 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 17 002 | 1,43 | 862 | 1,53 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 20 295 | 18,64 | 1 029 | 18,71 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 86 673 | 1,95 | 4 374 | 1,98 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 932 776 | 0,10 | 47 273 | 0,62 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 4 181 | 212 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 52 953 | 49,65 | 2 684 | 49,80 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 383 556 | 0,44 | 19 439 | 0,53 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 27 493 | 42,64 | 1 393 | 42,87 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 26 404 | 33,56 | 1 338 | 33,80 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 253 330 | 21,99 | 12 839 | 22,12 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16 000 | 60,00 | 811 | 60,08 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 47 009 | 7,44 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 76 753 | 81,09 | 3 890 | 81,90 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 6 223 | 2,86 | 0 | |||||
| 2025-08-12 | 13F | Martin Worley Group | 28 374 | 12,55 | 1 438 | 12,62 |
