Grundlæggende statistik
| Institutionelle ejere | 1611 total, 1608 long only, 0 short only, 3 long/short - change of 3,27% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6937 % - change of -1,34% MRQ |
| Institutionelle aktier (lange) | 164.992.371 (ex 13D/G) - change of 1,78MM shares 1,09% MRQ |
| Institutionel værdi (lang) | $ 32.392.943 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares S&P 500 Value ETF (CL:IVE) har 1611 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 164,992,371 aktier. Største aktionærer omfatter Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Ameriprise Financial Inc, Stifel Financial Corp, and Cetera Investment Advisers .
iShares Trust - iShares S&P 500 Value ETF (SNSE:IVE) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-13 | 13F | Legacy Advisors, LLC | 6.482 | 1.339 | ||||||
| 2025-11-13 | 13F | Kendall Capital Management | 1.329 | 274 | ||||||
| 2025-10-29 | 13F | Theory Financial Llc | 20.062 | 5,63 | 4.181 | 11,76 | ||||
| 2025-11-12 | 13F | FineMark National Bank & Trust | 70.960 | -2,31 | 14.654 | 3,23 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 13.422 | 6,70 | 2.773 | 12,77 | ||||
| 2025-11-12 | 13F | Smith Chas P & Associates Pa Cpas | 1.645 | -27,63 | 340 | -23,65 | ||||
| 2025-11-17 | 13F | Palisade Asset Management, LLC | 141 | 29 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 5.383 | 10,15 | 1.070 | 18,12 | ||||
| 2025-10-24 | 13F/A | FLP Wealth Management, LLC | 1.868 | -18,64 | 386 | -14,06 | ||||
| 2025-10-17 | 13F | Total Wealth Planning, Llc | 9.043 | -0,44 | 1.867 | 5,24 | ||||
| 2025-11-07 | 13F | Accretive Wealth Partners, LLC | 1.068 | 0,00 | 221 | 5,77 | ||||
| 2025-11-14 | 13F | Federation des caisses Desjardins du Quebec | 35.764 | -2,77 | 7.386 | 2,74 | ||||
| 2025-10-27 | 13F | LVZ Advisors, Inc. | 595.326 | 32,41 | 122.941 | 39,92 | ||||
| 2025-11-05 | 13F | Canvas Wealth Advisors, LLC | 1.219 | 0,33 | 253 | 4,55 | ||||
| 2025-10-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 1.580 | -5,95 | 326 | -0,61 | ||||
| 2025-11-10 | 13F | Cary Street Partners Financial Llc | 4.845 | -6,30 | 1.001 | -0,99 | ||||
| 2025-10-30 | 13F | Flagship Wealth Advisors, Llc | 11.518 | -12,63 | 2.379 | -7,69 | ||||
| 2025-10-24 | 13F | We Are One Seven, LLC | 110.836 | 330,63 | 22.889 | 355,12 | ||||
| 2025-10-23 | 13F | Birch Hill Investment Advisors LLC | 4.323 | -0,96 | 893 | 4,57 | ||||
| 2025-11-06 | 13F | Balboa Wealth Partners | 1.246 | 11,65 | 257 | 17,89 | ||||
| 2025-11-24 | 13F | CIBC Private Wealth Group, LLC | 23.752 | 1,51 | 4.905 | 7,28 | ||||
| 2025-11-12 | 13F | Integrated Advisors Network LLC | 23.505 | 34,82 | 4.854 | 42,44 | ||||
| 2025-12-01 | 13F | Payne Capital Management, LLC | 1.932 | 0,00 | 399 | 5,57 | ||||
| 2025-11-07 | 13F | Florida Financial Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | Legacy Financial Strategies, LLC | 1.116 | 0,00 | 230 | 5,50 | ||||
| 2025-10-28 | 13F | Wealth Effects Llc | 5.982 | 0,00 | 1.235 | 5,65 | ||||
| 2025-11-13 | 13F | Banque Cantonale Vaudoise | 1.221 | 28,66 | 0 | |||||
| 2025-10-22 | 13F | Cerity Partners LLC | 103.432 | 2,97 | 21.360 | 8,81 | ||||
| 2025-10-10 | 13F | Newton One Investments LLC | 1.752 | 0,00 | 362 | 5,56 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-17 | 13F | Chesapeake Asset Management Llc | 61 | 0,00 | 13 | 9,09 | ||||
| 2025-11-07 | 13F | Mmbg Investment Advisors Co. | 1.275 | 0,00 | 263 | 5,62 | ||||
| 2025-10-16 | 13F | Provident Wealth Management, LLC | 852 | 0,00 | 176 | 5,42 | ||||
| 2025-11-12 | 13F | American Wealth Advisors, LLC | 56.018 | 11.568 | ||||||
| 2025-11-03 | 13F | Great Lakes Advisors, Llc | 10 | -80,77 | 2 | -80,00 | ||||
| 2025-11-13 | 13F | Lgl Partners, Llc | 1.872 | 0,43 | 387 | 5,18 | ||||
| 2025-10-27 | 13F | Exencial Wealth Advisors, Llc | 38.075 | -1,30 | 7.863 | 4,30 | ||||
| 2025-11-12 | 13F | Cambridge Investment Research Advisors, Inc. | 423.627 | 0,89 | 87 | 6,10 | ||||
| 2025-10-29 | 13F | Turtle Creek Wealth Advisors, LLC | 8.221 | -8,33 | 1.698 | -3,14 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 2.172 | 8,98 | 449 | 15,17 | ||||
| 2025-10-31 | 13F | Biltmore Family Office, LLC | 756 | 0,00 | 156 | 6,12 | ||||
| 2025-11-10 | 13F | Journey Advisory Group, LLC | 2.349 | 0,00 | 485 | 5,66 | ||||
| 2025-11-04 | 13F | Callan Family Office, LLC | 106.381 | -5,18 | 21.969 | 0,20 | ||||
| 2025-10-20 | 13F | Benin Management CORP | 990 | 204 | ||||||
| 2025-11-14 | 13F | Williams Jones Wealth Management, LLC. | 1.478 | -4,89 | 305 | 0,66 | ||||
| 2025-10-03 | 13F | St. Clair Advisors, LLC | 15.669 | -8,34 | 3.236 | -3,14 | ||||
| 2025-10-31 | 13F | Liberty Wealth Management Llc | 105.150 | 5,37 | 21.714 | 11,35 | ||||
| 2025-10-31 | 13F | Frazier Financial Advisors, LLC | 111 | 0,00 | 23 | 4,76 | ||||
| 2025-11-04 | 13F | Holistic Planning, LLC | 10.334 | -13,16 | 2.134 | -8,22 | ||||
| 2025-10-15 | 13F | Avenue 1 Advisors, LLC | 1.691 | 30,58 | 349 | 37,94 | ||||
| 2025-11-04 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 128.265 | -0,31 | 26.488 | 5,35 | ||||
| 2025-10-30 | 13F | Leelyn Smith, LLC | 1.152 | 0,00 | 238 | 5,33 | ||||
| 2025-11-07 | 13F | Eq Llc | 12.005 | 13,02 | 2.479 | 19,47 | ||||
| 2025-11-05 | 13F | Axim Planning & Wealth | 1.214 | -26,33 | 251 | -22,36 | ||||
| 2025-11-06 | 13F | Krilogy Financial LLC | 6.112 | 1.274 | ||||||
| 2025-10-21 | 13F | SOA Wealth Advisors, LLC. | 6.725 | -2,42 | 1.389 | 3,12 | ||||
| 2025-10-17 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 5.296 | -4,46 | 1.094 | 0,92 | ||||
| 2025-11-14 | 13F | Marex Group plc | 1.822 | 376 | ||||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 99.896 | 5.987,51 | 20.629 | 6.346,56 | ||||
| 2025-10-22 | 13F | CoreCap Advisors, LLC | 64.529 | -0,26 | 13.326 | 5,40 | ||||
| 2025-10-23 | 13F | Kingswood Wealth Advisors, Llc | 4.806 | 13,06 | 992 | 19,52 | ||||
| 2025-10-30 | 13F | Forte Asset Management Llc | 29.455 | 20,41 | 6.083 | 27,24 | ||||
| 2025-10-31 | 13F | NWF Advisory Services Inc. | 1.626 | -0,18 | 336 | 5,35 | ||||
| 2025-10-27 | 13F | Harbor Investment Advisory, Llc | 20.308 | 0,97 | 4.194 | 6,69 | ||||
| 2025-10-14 | 13F | TCI Wealth Advisors, Inc. | 1.112 | 0,00 | 230 | 5,53 | ||||
| 2025-10-23 | 13F | Strategic Blueprint, LLC | 21.635 | 5,23 | 4.468 | 11,20 | ||||
| 2025-10-07 | 13F | Graves-Light Private Wealth Management, Inc. | 13.019 | 8,10 | 2.689 | 14,24 | ||||
| 2025-10-09 | 13F | Toth Financial Advisory Corp | 71 | 0,00 | 15 | 7,69 | ||||
| 2025-10-21 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 113.889 | 11,54 | 23.519 | 17,87 | ||||
| 2025-11-07 | 13F | Bbr Partners, Llc | 6.352 | 0,00 | 1.312 | 5,64 | ||||
| 2025-10-16 | 13F | Krs Capital Management, Llc | 1.495 | 0,00 | 309 | 5,48 | ||||
| 2025-11-03 | 13F | AE Wealth Management LLC | 276.587 | 9,82 | 57.118 | 16,05 | ||||
| 2025-11-14 | 13F | Gen-Wealth Partners Inc | 31.906 | 11,28 | 6.589 | 17,60 | ||||
| 2025-10-29 | 13F | Sanibel Captiva Trust Company, Inc. | 19.233 | 10,48 | 3.972 | 16,76 | ||||
| 2025-11-04 | 13F | Woodmont Investment Counsel Llc | 1.806 | 0,00 | 373 | 5,68 | ||||
| 2025-11-05 | 13F | Envestnet Asset Management Inc | 22.121.389 | 5,42 | 4.568.288 | 11,41 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 638 | -4,49 | 121 | -8,40 | ||||
| 2025-11-12 | 13F | Rsm Us Wealth Management Llc | 103.209 | -1,40 | 21.314 | 4,19 | ||||
| 2025-10-24 | 13F | Opal Wealth Advisors, LLC | 5.019 | -1,86 | 1.036 | 3,70 | ||||
| 2025-11-12 | 13F | Gutierrez Wealth Advisory, LLC | 1.090 | -0,55 | 225 | 5,14 | ||||
| 2025-10-31 | 13F | Patten & Patten Inc/tn | 1.000 | -14,38 | 207 | -9,65 | ||||
| 2025-11-12 | 13F | Boston Family Office Llc | 5.743 | 0,00 | 1 | 0,00 | ||||
| 2025-11-07 | 13F | Calton & Associates, Inc. | 12.852 | -0,96 | 2.654 | 4,65 | ||||
| 2025-11-13 | 13F | Graney & King, LLC | 316 | 0,00 | 65 | 6,56 | ||||
| 2025-11-14 | 13F | Northwestern Mutual Wealth Management Co | 292.373 | 8,71 | 60.378 | 14,88 | ||||
| 2025-11-06 | 13F | Northwest Financial Advisors | 2.014 | 0,00 | 416 | 5,60 | ||||
| 2025-10-14 | 13F | Tactive Advisors, LLC | 4.981 | -10,93 | 1.029 | -5,86 | ||||
| 2025-10-22 | 13F | Nottingham Advisors, Inc. | 9.949 | -1,23 | 2.055 | 4,37 | ||||
| 2025-10-28 | 13F | MBA Advisors LLC | 4.306 | -2,27 | 889 | 3,25 | ||||
| 2025-11-12 | 13F | Consolidated Portfolio Review Corp | 3.107 | 1,11 | 642 | 6,83 | ||||
| 2025-10-23 | 13F | Guidance Point Advisors, LLC | 60.483 | -1,50 | 12.501 | 4,18 | ||||
| 2025-11-10 | 13F | Geometric Wealth Advisors | 3.565 | 0,00 | 736 | 5,75 | ||||
| 2025-11-04 | 13F | Fourth Dimension Wealth, LLC | 200 | 0,00 | 41 | 5,13 | ||||
| 2025-11-10 | 13F | MAI Capital Management | 1.020.960 | 0,14 | 210.838 | 5,82 | ||||
| 2025-11-13 | 13F | Seacrest Wealth Management, Llc | 1.136 | 0,00 | 237 | 6,79 | ||||
| 2025-10-29 | 13F | FSR Wealth Management Ltd. | 1.161 | 9,63 | 240 | 16,02 | ||||
| 2025-10-23 | 13F | Steigerwald, Gordon & Koch Inc. | 276 | 57 | ||||||
| 2025-11-12 | 13F | Trustmark National Bank Trust Department | 76.108 | 0,57 | 15.717 | 6,28 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 57.033 | 4,31 | 11.778 | 10,22 | ||||
| 2025-11-13 | 13F | Franklin Resources Inc | 46.088 | -10,88 | 9.518 | -5,83 | ||||
| 2025-10-31 | 13F | Modera Wealth Management, LLC | 76.738 | -0,39 | 15.847 | 5,26 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 19.317 | 26,02 | 4.036 | 34,72 | ||||
| 2025-10-29 | 13F | Sequoia Financial Advisors, LLC | 27.337 | -4,57 | 5.645 | 0,86 | ||||
| 2025-10-23 | 13F | Capital Investment Advisors, LLC | 2.447 | -1,57 | 505 | 4,12 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 5.767 | -0,60 | 1.187 | 5,24 | ||||
| 2025-11-12 | 13F | Madison Wealth Partners, Inc | 1.087 | 1,40 | 224 | 7,18 | ||||
| 2025-11-07 | 13F | Advisors Capital Management, LLC | 3.863 | -0,52 | 798 | 5,15 | ||||
| 2025-11-13 | 13F | Bnp Paribas Arbitrage, Sa | 98.136 | 14,28 | 20.266 | 20,77 | ||||
| 2025-10-17 | 13F | Smallwood Wealth Investment Management, LLC | 308 | 0,00 | 64 | 5,00 | ||||
| 2025-10-23 | 13F | CX Institutional | 312.968 | -4,75 | 65 | 0,00 | ||||
| 2025-11-05 | 13F | Wealthquest Corp | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Snowden Capital Advisors LLC | 56.934 | 5,11 | 11.757 | 11,08 | ||||
| 2025-11-06 | 13F | Stratos Wealth Advisors, LLC | 5.088 | -0,35 | 1.051 | 5,32 | ||||
| 2025-10-21 | 13F | Amplius Wealth Advisors, LLC | 1.744 | 0,00 | 360 | 5,88 | ||||
| 2025-10-24 | 13F | Valmark Advisers, Inc. | 295.843 | -1,30 | 61.095 | 4,30 | ||||
| 2025-11-13 | 13F | Beese Fulmer Investment Management, Inc. | 64.783 | 1,36 | 13.378 | 7,12 | ||||
| 2025-11-12 | 13F | Baltimore-Washington Financial Advisors, Inc. | 980 | 202 | ||||||
| 2025-10-07 | 13F | Canandaigua National Bank & Trust Co | 2.415 | 1,22 | 499 | 6,87 | ||||
| 2025-11-05 | 13F | Goodwin Investment Advisory | 1.324 | 0,00 | 273 | 5,81 | ||||
| 2025-11-07 | 13F | GenTrust, LLC | 10.900 | 0,00 | 2.251 | 5,63 | ||||
| 2025-10-30 | 13F | Select Asset Management & Trust | 1.199 | 0,00 | 0 | |||||
| 2025-10-31 | 13F | GHP Investment Advisors, Inc. | 96.875 | -1,08 | 20.006 | 4,53 | ||||
| 2025-11-17 | 13F | Blue Chip Partners, Inc. | 1.656 | -2,70 | 342 | 2,71 | ||||
| 2025-10-17 | 13F | Mayflower Financial Advisors, LLC | 47.750 | 5,47 | 9.861 | 11,45 | ||||
| 2025-11-14 | 13F | Brown Advisory Inc | 28.128 | -5,53 | 5.809 | -0,17 | ||||
| 2025-11-14 | 13F | Sargent Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Clientfirst Wealth Management, LLC | 4.066 | 0,00 | 840 | 5,67 | ||||
| 2025-10-21 | 13F | Guyasuta Investment Advisors Inc | 1.984 | 6,84 | 410 | 12,98 | ||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-10-16 | 13F | City State Bank | 676 | 0,00 | 140 | 5,30 | ||||
| 2025-10-31 | 13F | Northern Oak Wealth Management Inc | 148.596 | -9,18 | 30.687 | -4,03 | ||||
| 2025-10-30 | 13F | Canopy Partners, LLC | 5.296 | 0,00 | 1.094 | 5,71 | ||||
| 2025-11-14 | 13F | W Advisors, Llc | 26.919 | 0,56 | 5.559 | 6,27 | ||||
| 2025-11-03 | 13F | Florin Court Capital LLP | 19.000 | 211,48 | 3.924 | 229,11 | ||||
| 2025-11-14 | 13F | Ellevest, Inc. | 1.220 | 0,41 | 252 | 5,91 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 73 | 0,00 | 0 | |||||
| 2025-11-13 | 13F | Certified Advisory Corp | 5.461 | -1,23 | 1.128 | 4,35 | ||||
| 2025-11-03 | 13F | Carl P. Sherr & Co., LLC | 4.218 | 0,00 | 871 | 5,70 | ||||
| 2025-10-29 | 13F | Sage Mountain Advisors LLC | 2.373 | 0,00 | 490 | 5,83 | ||||
| 2025-11-13 | 13F | Camden Capital, LLC | 1.696 | 350 | ||||||
| 2025-11-14 | 13F | Lido Advisors, LLC | 1.788.336 | 9,17 | 369.310 | 15,37 | ||||
| 2025-11-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4.011 | -15,88 | 828 | -11,06 | ||||
| 2025-10-24 | 13F | Winthrop Advisory Group LLC | 1.053 | 0,10 | 217 | 5,85 | ||||
| 2025-11-12 | 13F | Catalyst Financial Partners Llc | 3.762 | 1,13 | 777 | 6,89 | ||||
| 2025-10-31 | 13F | Peachtree Investment Partners, LLC | 58 | 0,00 | 12 | 9,09 | ||||
| 2025-11-04 | 13F | Atlantic Union Bankshares Corp | 3.672 | -1,34 | 758 | 4,26 | ||||
| 2025-11-07 | 13F | King Luther Capital Management Corp | 212 | -17,90 | ||||||
| 2025-11-13 | 13F | Deutsche Bank Ag\ | 1.970 | 0,00 | 407 | 5,73 | ||||
| 2025-12-18 | 13F | Bush Investment Group, Llc | 14.469 | 5,79 | 2.988 | 11,79 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 14 | 0,00 | 3 | 0,00 | ||||
| 2025-10-24 | 13F | Aspiriant, Llc | 4.224 | -50,00 | 872 | -47,18 | ||||
| 2025-10-31 | 13F | Ewa, Llc | 130.352 | 4,28 | 26.919 | 10,20 | ||||
| 2025-11-03 | 13F | Alta Wealth Advisors LLC | 6.712 | -1,76 | 1.386 | 3,82 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Perfromance Wealth Partners, LLC | 1.943 | 0,36 | 401 | 6,08 | ||||
| 2025-10-27 | 13F | N.E.W. Advisory Services LLC | 4.438 | 0,00 | 916 | 5,65 | ||||
| 2025-10-22 | 13F | 4J Wealth Management LLC | 2.454 | -0,41 | 507 | 5,20 | ||||
| 2025-10-31 | 13F | Grand Wealth Management, Llc | 130 | 0,00 | 27 | 4,00 | ||||
| 2025-11-12 | 13F | Kelman-Lazarov, Inc. | 3.783 | 10,68 | 781 | 17,09 | ||||
| 2025-11-05 | 13F | Wescott Financial Advisory Group, LLC | 37.649 | 5,03 | 7.775 | 10,99 | ||||
| 2025-10-27 | 13F | Bestgate Wealth Advisors, LLC | 1.158 | 0,00 | 239 | 8,64 | ||||
| 2025-10-15 | 13F | Summit Financial Consulting LLC | 0 | -100,00 | 0 | |||||
| 2025-10-20 | 13F | TBH Global Asset Management, LLC | 2.630 | 543 | ||||||
| 2025-10-21 | 13F | Davis Capital Management | 112 | 0,00 | 23 | 9,52 | ||||
| 2025-11-14 | 13F | Leo Wealth, LLC | 3.812 | -83,61 | 787 | -82,68 | ||||
| 2025-10-15 | 13F | Gemmer Asset Management LLC | 16.270 | 51,31 | 3.360 | 59,88 | ||||
| 2025-11-10 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.657 | 0,00 | 962 | 5,60 | ||||
| 2025-11-10 | 13F | Glassman Wealth Services | 4.274 | 0,00 | 883 | 5,63 | ||||
| 2025-10-17 | 13F | Permanent Capital Management, LP | 1.541 | 318 | ||||||
| 2025-11-10 | 13F | Thoroughbred Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-02 | 13F | Central Pacific Bank - Trust Division | 2.107 | 0,00 | 435 | 5,84 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 8.155 | -1,91 | 1.684 | 3,69 | ||||
| 2025-10-20 | 13F | Moody Lynn & Lieberson, Llc | 2.112 | 0,00 | 436 | 5,83 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Americana Partners, LLC | 4.136 | 1,12 | 854 | 6,88 | ||||
| 2025-10-31 | 13F | Latitude Advisors, LLC | 2.764 | 9,16 | 571 | 15,38 | ||||
| 2025-10-21 | 13F | MN Wealth Advisors, LLC | 4.256 | 4,42 | 879 | 10,30 | ||||
| 2025-10-30 | 13F | Detalus Advisors, LLC | 84.033 | 3,59 | 17.354 | 9,46 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Interchange Capital Partners, LLC | 15.328 | 17,77 | 3.166 | 24,90 | ||||
| 2025-11-06 | 13F | Breakwater Capital Group | 1.606 | -2,78 | 332 | 2,80 | ||||
| 2025-11-06 | 13F | Willis Johnson & Associates, Inc. | 38.753 | -0,81 | 8.003 | 4,81 | ||||
| 2025-11-12 | 13F | Close Asset Management Ltd | 6.958 | 0,00 | 1 | 0,00 | ||||
| 2025-10-07 | 13F | St Germain D J Co Inc | 1.858 | 227,11 | 384 | 248,18 | ||||
| 2025-10-16 | 13F | BCU Wealth Advisors, LLC | 13.657 | 14,97 | 2.820 | 21,50 | ||||
| 2025-11-06 | 13F | CAPROCK Group, Inc. | 4.253 | -1,23 | 867 | 5,73 | ||||
| 2025-11-12 | 13F | Edgar Lomax Co/va | 20.744 | -0,06 | 4.284 | 5,60 | ||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 107.039 | -0,88 | 22.105 | 4,74 | ||||
| 2025-10-27 | 13F | Gray Private Wealth, LLC | 17.374 | -5,72 | 3.588 | -0,39 | ||||
| 2025-10-27 | 13F | First Horizon Corp | 5.999 | -52,79 | 1.239 | -34,01 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 12.153 | 130,43 | 2.510 | 143,59 | ||||
| 2025-10-31 | 13F | Copia Wealth Management | 1.491 | 0,00 | 308 | 5,50 | ||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 2.371 | 11,26 | 490 | 17,55 | ||||
| 2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-16 | 13F | Hilltop Wealth Advisors, Llc | 21.319 | -2,71 | 4.403 | 2,80 | ||||
| 2025-11-14 | 13F | Royal Bank Of Canada | 1.255.646 | 3,13 | 259.304 | 8,98 | ||||
| 2025-11-03 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2025-10-14 | 13F | Financial Harvest, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Capstone Triton Financial Group, LLC | 1.837 | 0,33 | 379 | 6,16 | ||||
| 2025-10-30 | 13F | Quadrant Private Wealth Management, LLC | 51.338 | 6,85 | 10.602 | 12,91 | ||||
| 2025-10-21 | 13F | Eagle Strategies LLC | 4.159 | 13,20 | 859 | 19,67 | ||||
| 2025-12-11 | 13F/A | Seros Financial, LLC | 3.498 | -92,83 | 722 | -92,43 | ||||
| 2025-11-14 | 13F | Kickstand Ventures, Llc. | 17.093 | 1,17 | 3.530 | 6,91 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 25.173 | 5.199 | ||||||
| 2025-10-08 | 13F | Retirement Wealth Solutions LLC | 18.698 | 17,86 | 3.861 | 24,55 | ||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 11.074 | 0,91 | 2.287 | 6,62 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Integrity Advisory Solutions, LLC | 10.548 | 2.178 | ||||||
| 2025-11-14 | 13F | Wick Capital Partners, LLC | 3.867 | -71,47 | 799 | 9,62 | ||||
| 2025-11-06 | 13F | Onyx Bridge Wealth Group LLC | 1.857 | 0,70 | 383 | 6,39 | ||||
| 2025-10-20 | 13F | Koss-Olinger Consulting, LLC | 157.111 | -0,53 | 30.703 | -0,53 | ||||
| 2025-10-27 | 13F | Ashton Thomas Securities, Llc | 27.323 | 5.643 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | CFS Investment Advisory Services, LLC | 34.238 | -2,10 | 7.185 | 119.650,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1.215 | -8,72 | 237 | -6,32 | ||||
| 2025-10-20 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2.662 | -3,16 | 550 | 2,23 | ||||
| 2025-11-12 | 13F | Chapman Financial Group, Llc | 28 | 6 | ||||||
| 2025-11-06 | 13F | Vision Financial Markets Llc | 6 | 0,00 | 1 | |||||
| 2025-10-06 | 13F | Inspirion Wealth Advisors, Llc | 4.257 | 0,02 | 839 | 0,96 | ||||
| 2025-11-06 | 13F | IMA Wealth, Inc. | 438 | 0,00 | 91 | 5,88 | ||||
| 2025-10-24 | 13F | Washington Trust Bank | 1.719 | 1,12 | 355 | 6,63 | ||||
| 2025-10-16 | 13F | Fulton Breakefield Broenniman Llc | 2.585 | 38,98 | 534 | 46,83 | ||||
| 2025-10-09 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Resources Investment Advisors, LLC. | 718.063 | 4,34 | 148.287 | 10,26 | ||||
| 2025-10-21 | 13F | Moss Adams Wealth Advisors LLC | 4.525 | 0,00 | 934 | 5,66 | ||||
| 2025-10-15 | 13F | Tritonpoint Wealth, Llc | 1.034 | 0,00 | 214 | 5,45 | ||||
| 2025-11-10 | 13F | Zhang Financial LLC | 5.953 | 11,00 | 1.229 | 17,38 | ||||
| 2025-11-14 | 13F | Clark Capital Management Group, Inc. | 1.024 | 211 | ||||||
| 2025-10-21 | 13F | ETF Portfolio Partners, Inc. | 32.509 | -3,92 | 6.713 | 1,53 | ||||
| 2025-11-14 | 13F | TRUE Private Wealth Advisors | 11.841 | 1,88 | 2.445 | 7,66 | ||||
| 2025-10-20 | 13F | JB Capital LLC | 646.210 | 9,12 | 133.449 | 15,31 | ||||
| 2025-10-31 | 13F | Instrumental Wealth, Llc | 66.287 | 5,64 | 13.810 | 12,35 | ||||
| 2025-11-12 | 13F | Element Pointe Advisors, Llc | 2.440 | 0,00 | 504 | 5,67 | ||||
| 2025-10-22 | 13F | Daymark Wealth Partners, Llc | 37.291 | 2,10 | 7.701 | 7,89 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-08 | 13F | Sendero Wealth Management, LLC | 6.036 | -3,84 | 1.246 | 1,63 | ||||
| 2025-10-23 | 13F | Coastal Investment Advisors, Inc. | 1.206 | -5,34 | 249 | 0,00 | ||||
| 2025-10-17 | 13F | Sovereign Financial Group, Inc. | 10.083 | 24,96 | 2.082 | 32,11 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 2.145 | -4,37 | 423 | -1,17 | ||||
| 2025-11-06 | 13F | Gables Capital Management Inc. | 13.330 | 0,00 | 2.753 | 5,68 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Cim, Llc | 1.246 | 0,73 | 257 | 6,64 | ||||
| 2025-10-21 | 13F | Morris Financial Concepts, Inc. | 19.753 | -0,55 | 4.079 | 5,10 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Tradewinds Capital Management, LLC | 547 | 0,00 | 113 | 5,66 | ||||
| 2025-10-23 | 13F | Sage Financial Management Group, Inc. | 1.084 | 0,00 | 224 | |||||
| 2025-11-12 | 13F | Ascent Capital Management, LLC | 14.179 | 6,03 | 2.928 | 12,06 | ||||
| 2025-11-03 | 13F | Disciplined Investments, LLC | 2.955 | 0,00 | 610 | 5,72 | ||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 6.340 | -2,63 | 1.309 | 2,91 | ||||
| 2025-11-13 | 13F | Black Swift Group, LLC | 1.400 | 0,00 | 289 | 5,86 | ||||
| 2025-10-23 | 13F | ShoreHaven Wealth Partners, LLC | 1.867 | 0,00 | 386 | 5,77 | ||||
| 2025-11-04 | 13F | Frank, Rimerman Advisors LLC | 117.200 | -51,95 | 24.203 | -49,22 | ||||
| 2025-11-17 | 13F | Hancock Whitney Corp | 18.854 | -3,82 | 3.894 | 1,64 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Amara Financial, Llc. | 7.445 | 152,46 | 1.537 | 166,84 | ||||
| 2025-11-04 | 13F | Keybank National Association/oh | 220.085 | -5,23 | 45.450 | 0,15 | ||||
| 2025-10-23 | 13F | Finley Financial, LLC | 9.085 | 0,00 | 1.876 | 5,69 | ||||
| 2025-11-14 | 13F | Wiley Bros.-aintree Capital, Llc | 137.320 | 14,48 | 28.352 | 20,86 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 28.186 | 18,64 | 5.825 | 24,76 | ||||
| 2025-11-07 | 13F | Cassaday & Co Wealth Management LLC | 34.067 | 7,09 | 7.035 | 13,18 | ||||
| 2025-10-07 | 13F | Salem Investment Counselors Inc | 7.439 | 0,00 | 1.536 | 5,71 | ||||
| 2025-10-29 | 13F | Glass Jacobson Investment Advisors llc | 14.171 | -3,29 | 2.926 | 2,20 | ||||
| 2025-10-17 | 13F | Everpar Advisors Llc | 3.057 | 36,66 | 631 | 44,39 | ||||
| 2025-12-02 | 13F | Allworth Financial LP | 95.919 | -1,03 | 19.808 | 4,59 | ||||
| 2025-11-10 | 13F | Rice Partnership, LLC | 382 | 30,82 | 79 | 36,84 | ||||
| 2025-10-22 | 13F | Courage Miller Partners, LLC | 1.547 | -0,45 | 319 | 5,28 | ||||
| 2025-10-29 | 13F | Family Wealth Group, LLC | 4.369 | 26,53 | 902 | 33,83 | ||||
| 2025-10-17 | 13F | Perigon Wealth Management, LLC | 148.338 | 25,13 | 30.633 | 32,23 | ||||
| 2025-10-23 | 13F | Clarity Capital Advisors, LLC | 3.639 | 0,00 | 752 | 5,63 | ||||
| 2025-11-14 | 13F | Wimmer Associates 1, Llc | 1.650 | 0,00 | 341 | 5,59 | ||||
| 2025-11-10 | 13F | Vestmark Advisory Solutions, Inc. | 34.393 | 18,14 | 7.102 | 24,86 | ||||
| 2025-10-28 | 13F | Jackson Hole Capital Partners, LLC | 20.651 | 1,50 | 4.265 | 7,27 | ||||
| 2025-11-07 | 13F | Synergy Investment Management, LLC | 1.145 | 0,00 | 236 | 5,83 | ||||
| 2025-11-03 | 13F | Cambiar Investors Llc | 1.068 | -11,00 | 221 | -5,98 | ||||
| 2025-10-28 | 13F | Evolution Wealth Advisors, LLC | 1.460 | 0,00 | 302 | 5,61 | ||||
| 2025-11-14 | 13F | Moors & Cabot, Inc. | 3.757 | -7,07 | 776 | -1,90 | ||||
| 2025-10-29 | 13F | Partners Wealth Management, Llc | 11.827 | 0,91 | 2.442 | 9,51 | ||||
| 2025-11-14 | 13F | Maripau Wealth Management Llc | 7.274 | -0,52 | 1.502 | 5,26 | ||||
| 2025-11-06 | 13F | Wesbanco Bank Inc | 21.268 | -2,21 | 4.392 | 3,32 | ||||
| 2025-10-23 | 13F | Venturi Wealth Management, LLC | 12.295 | 14,95 | 2.539 | 21,44 | ||||
| 2025-10-27 | 13F | O'Connor Financial Group LLC | 19.668 | -1,27 | 4.062 | 2,63 | ||||
| 2025-11-12 | 13F | Twin Focus Capital Partners, Llc | 14.708 | 134,35 | 3.037 | 147,72 | ||||
| 2025-10-10 | 13F | Sharkey, Howes & Javer | 142.883 | 6,18 | 29.507 | 12,20 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 18.579 | 12,16 | 3.695 | 17,08 | ||||
| 2025-11-19 | 13F | Mosaic Financial Group, Llc | 1.718 | 0,29 | 0 | |||||
| 2025-11-07 | 13F | Main Street Group, LTD | 12 | 0,00 | 2 | 0,00 | ||||
| 2025-11-03 | 13F | J. Safra Sarasin Holding AG | 4.753 | 0,00 | 976 | 5,86 | ||||
| 2025-11-06 | 13F | May Barnhard Investments LLC | 11.377 | 0,22 | 2.349 | 5,91 | ||||
| 2025-10-28 | 13F | Csenge Advisory Group | 62.198 | 7,03 | 12.845 | 16,96 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2.261 | 0,13 | 0 | |||||
| 2025-10-14 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 479.321 | -4,92 | 98.985 | 0,48 | ||||
| 2025-10-29 | 13F | Frontier Asset Management, LLC | 2.606 | 0,39 | 538 | 6,11 | ||||
| 2025-10-07 | 13F | Montecito Bank & Trust | 5.948 | 1,40 | 1.228 | 9,94 | ||||
| 2025-11-12 | 13F | Ballast Advisors Llc | 347 | 0,00 | 72 | 5,97 | ||||
| 2025-11-25 | 13F | Arq Wealth Advisors, Llc | 3.292 | 13,17 | 680 | 22,56 | ||||
| 2025-10-27 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 4.287 | 885 | ||||||
| 2025-11-07 | 13F | Murphy & Mullick Capital Management Corp | 352 | 0,00 | 73 | 4,35 | ||||
| 2025-10-17 | 13F | MKT Advisors LLC | 4.450 | 0,00 | 921 | 5,02 | ||||
| 2025-10-21 | 13F | Capital Advisors Inc/ok | 4.150 | 0,00 | 857 | 5,80 | ||||
| 2025-11-12 | 13F | New Age Alpha Advisors, LLC | 11.936 | -15,68 | 2.465 | -10,92 | ||||
| 2025-11-04 | 13F | Thrivent Financial For Lutherans | 260.769 | 133,83 | 54 | 152,38 | ||||
| 2025-11-12 | 13F | Freestone Capital Holdings, LLC | 3.329 | 37,85 | 688 | 45,86 | ||||
| 2025-10-15 | 13F | Busey Wealth Management | 2.416 | 0,00 | 499 | 5,51 | ||||
| 2025-10-23 | 13F | Palouse Capital Management, Inc. | 259 | 0,00 | 53 | 6,00 | ||||
| 2025-10-20 | 13F | Continuum Advisory, LLC | 4.347 | 4,44 | 898 | 10,33 | ||||
| 2025-10-30 | 13F | Coign Capital Advisors LLC | 13.703 | 1,33 | 2.830 | 7,08 | ||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 272.954 | -4,09 | 56.368 | 1,35 | ||||
| 2025-11-14 | 13F | Quantinno Capital Management LP | 29.232 | 81,99 | 6.037 | 92,35 | ||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 22.818 | 11,73 | 4.712 | 18,10 | ||||
| 2025-10-21 | 13F | Ballentine Capital Advisors, Inc | 2.832 | 0,00 | 585 | 5,61 | ||||
| 2025-11-06 | 13F | Providence Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Integrated Wealth Concepts LLC | 73.200 | -55,68 | 15.117 | -53,17 | ||||
| 2025-11-12 | 13F | Gryphon Financial Partners LLC | 14.351 | 0,06 | 2.964 | 5,75 | ||||
| 2025-10-07 | 13F | Cooper Financial Group | 4.577 | -1,02 | 945 | 4,65 | ||||
| 2025-10-29 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Welch & Forbes Llc | 2.600 | 0,00 | 537 | 5,51 | ||||
| 2025-11-12 | 13F | Level Four Advisory Services, Llc | 29.483 | -0,88 | 6.089 | 4,75 | ||||
| 2025-11-14 | 13F | National Bank Of Canada /fi/ | 1.840 | -0,81 | 380 | 4,70 | ||||
| 2025-11-04 | 13F | Cornerstone Planning Group LLC | 17.031 | 6.879,92 | 3.548 | 7.446,81 | ||||
| 2025-10-21 | 13F | PUREfi Wealth, LLC | 2.593 | 1,45 | 535 | 7,21 | ||||
| 2025-10-31 | 13F | Whittier Trust Co Of Nevada Inc | 8.373 | -12,28 | 1.740 | -6,70 | ||||
| 2025-11-14 | 13F | VestGen Advisors, LLC | 86.793 | 1,41 | 17.924 | 6,73 | ||||
| 2025-11-07 | 13F | TT Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | MidAtlantic Capital Management, Inc. | 5.209 | 0,00 | 1.076 | 5,70 | ||||
| 2025-11-06 | 13F | Johnson Investment Counsel Inc | 5.987 | -0,18 | 1.236 | 5,46 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 2.404 | 496 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | Financial Enhancement Group LLC | 32.268 | -1,53 | 6.727 | 3,73 | ||||
| 2025-10-21 | 13F | Ascent Wealth Partners, LLC | 22.260 | 5,65 | 4.597 | 11,63 | ||||
| 2025-10-23 | 13F | Trust Co Of Virginia /va | 2.638 | -2,76 | 545 | 2,64 | ||||
| 2025-10-28 | 13F | Inlight Wealth Management, LLC | 179.293 | 0,00 | 200 | 0,51 | ||||
| 2025-11-06 | 13F | Strategic Financial Partners, Ltd. | 1.168 | -11,52 | 241 | -6,23 | ||||
| 2025-10-10 | 13F | Sound Income Strategies, LLC | 8.183 | 6,65 | 1.695 | 13,01 | ||||
| 2025-11-07 | 13F | Investment Partners, Ltd. | 23.706 | 0,01 | 4.896 | 5,68 | ||||
| 2025-10-14 | 13F | ADG Wealth Management Group, LLC | 60.986 | 8,49 | 12.594 | 14,65 | ||||
| 2025-11-10 | 13F | Cary Street Partner Investment Advisory Llc | 3.130 | 7,67 | 646 | 13,73 | ||||
| 2025-11-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.763 | -0,68 | 571 | 4,97 | ||||
| 2025-11-05 | 13F | MCF Advisors LLC | 1.215 | 0,00 | 251 | 5,49 | ||||
| 2025-11-12 | 13F | Arcadia Wealth Management, LLC | 3.182 | 48,97 | 657 | 57,55 | ||||
| 2025-10-28 | 13F | Nations Financial Group Inc, /ia/ /adv | 14.359 | 8,30 | 2.965 | 14,43 | ||||
| 2025-10-10 | 13F | Pathway Financial Advisors LLC | 29.262 | 0,00 | 6.043 | 5,67 | ||||
| 2025-10-29 | 13F | Sterling Investment Advisors Llc /adv | 25.507 | -6,27 | 5.268 | -0,87 | ||||
| 2025-11-03 | 13F | Hollencrest Capital Management | 1.094 | 0,09 | 226 | 5,63 | ||||
| 2025-11-07 | 13F | BOK Financial Private Wealth, Inc. | 94.188 | -3,77 | 19.451 | 1,69 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Fairview Capital Investment Management, Llc | 1.428 | 0,00 | 295 | 5,73 | ||||
| 2025-11-12 | 13F | Kcm Investment Advisors Llc | 2.000 | 0,00 | 413 | 5,90 | ||||
| 2025-11-13 | 13F | Sei Investments Co | 39.279 | -1,17 | 8.112 | 4,43 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 176 | 0,00 | 34 | 3,03 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 4.157 | 1.126,25 | 859 | 1.200,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 120 | 471,43 | 23 | 475,00 | ||||
| 2025-11-03 | 13F | Tobias Financial Advisors, Inc. | 14.585 | -3,23 | 3.012 | 2,24 | ||||
| 2025-10-21 | 13F | Foundation Wealth Management, LLC\PA | 3.114 | 0,00 | 643 | 5,76 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 2.714 | 22,81 | 530 | 25,89 | ||||
| 2025-11-03 | 13F | Absolute Capital Management, LLC | 8.926 | 24,28 | 1.843 | 31,36 | ||||
| 2025-11-06 | 13F | PFG Private Wealth Management, LLC | 3.221 | 665 | ||||||
| 2025-11-17 | 13F | First Foundation Advisors | 17.094 | 24,41 | 3.530 | 31,47 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 14 | 3 | ||||||
| 2025-11-14 | 13F | Mariner, LLC | 1.116.038 | 0,23 | 230.454 | 5,92 | ||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 1.846 | -11,93 | 381 | |||||
| 2025-10-27 | 13F | Retirement Planning Group | 1.049 | 217 | ||||||
| 2025-10-27 | 13F | Janney Montgomery Scott LLC | 1.065.301 | 5,85 | 220 | 11,73 | ||||
| 2025-10-27 | 13F | Stephens Inc /ar/ | 9.534 | 0,09 | 1.969 | 5,75 | ||||
| 2025-11-17 | 13F | Westshore Wealth, LLC | 1.859 | 0,43 | 384 | 6,09 | ||||
| 2025-11-10 | 13F | EverSource Wealth Advisors, LLC | 6.479 | -2,22 | 1.338 | 3,40 | ||||
| 2025-11-14 | 13F | Birnam Oak Advisors, LP | 10.000 | 0,00 | 2.065 | 5,68 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 325 | -86,29 | 67 | -85,53 | ||||
| 2025-10-22 | 13F | Bernardo Wealth Planning LLC | 9.446 | 0,00 | 1.951 | 194.900,00 | ||||
| 2025-10-20 | 13F | Diversified Trust Co | 26.558 | 42,04 | 5.484 | 50,12 | ||||
| 2025-11-04 | 13F | Ashton Thomas Private Wealth, LLC | 84.700 | 130,46 | 17.491 | 143,54 | ||||
| 2025-11-04 | 13F | Tsfg, Llc | 12.473 | -0,91 | 3 | 0,00 | ||||
| 2025-11-19 | 13F | Center For Asset Management LLC | 1.177 | -2,73 | 243 | 5,65 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 15.994 | -2,03 | 3.126 | 0,45 | ||||
| 2025-11-10 | 13F | Equitable Trust Co | 30.874 | -0,57 | 6.376 | 5,08 | ||||
| 2025-11-03 | 13F | Hallmark Capital Management Inc | 57 | 0,00 | 12 | 0,00 | ||||
| 2025-10-21 | 13F | Pictet & Cie (Europe) SA | 62.390 | 0,00 | 12.884 | 5,68 | ||||
| 2025-11-17 | 13F/A | Keystone Financial Group | 4.379 | -6,91 | 904 | -1,63 | ||||
| 2025-11-10 | 13F | Curtis Advisory Group, LLC | 1.964 | 0,00 | 406 | 5,74 | ||||
| 2025-10-22 | 13F | Financial Perspectives, Inc | 821 | 69,98 | 170 | 79,79 | ||||
| 2025-11-14 | 13F | Quest Investment Management Llc | 150.813 | 0,00 | 31.144 | 5,68 | ||||
| 2025-11-06 | 13F | Tempus Wealth Planning, LLC | 5.503 | -19,86 | 1.136 | -15,29 | ||||
| 2025-10-27 | 13F | Bangor Savings Bank | 1.350 | 0,00 | 279 | 5,70 | ||||
| 2025-10-28 | 13F | Procyon Private Wealth Partners, LLC | 8.539 | -4,30 | 1.763 | 1,15 | ||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 4.152 | -24,69 | 858 | -20,43 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 26 | 5 | ||||||
| 2025-11-13 | 13F | VSM Wealth Advisory, LLC | 2.323 | 0,17 | 480 | 5,74 | ||||
| 2025-11-14 | 13F | Cardiff Park Advisors, Llc | 2.973 | 0,00 | 614 | 5,69 | ||||
| 2025-10-17 | 13F | Financial Partners Group, Inc | 3.374 | 0,30 | 697 | 5,94 | ||||
| 2025-10-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 123 | 0,00 | 25 | 4,17 | ||||
| 2025-10-14 | 13F | Yousif Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-16 | 13F | Trust Co Of Toledo Na /oh/ | 6.886 | 0,00 | 1.422 | 5,72 | ||||
| 2025-10-28 | 13F | True Vision MN LLC | 36.699 | 3,27 | 7.579 | 9,13 | ||||
| 2025-11-10 | 13F | Novem Group | 1.020 | 211 | ||||||
| 2025-11-10 | 13F | Charles Schwab Investment Management Inc | 2.003 | 15,91 | 414 | 22,55 | ||||
| 2025-10-31 | 13F | BAM Wealth Management, LLC | 2.823 | 583 | ||||||
| 2025-11-12 | 13F | Huntington National Bank | 118.198 | -1,11 | ||||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Processus Wealth & Capital Management, LLC | 2.164 | -51,62 | 447 | -48,97 | ||||
| 2025-11-14 | 13F | Morse Asset Management, Inc | 214 | 0,00 | 44 | 7,32 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Call | 2.600 | 100,00 | 537 | 111,02 | |||
| 2025-11-14 | 13F | Zacks Investment Management | 978 | 202 | ||||||
| 2025-11-19 | 13F/A | Aspire Private Capital, LLC | 5.854 | 4,33 | 1.209 | 10,22 | ||||
| 2025-11-07 | 13F | Cora Capital Advisors Llc | 1.227 | 0,00 | 253 | 5,86 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 21.292 | 107,36 | 4.397 | 119,14 | ||||
| 2025-11-20 | 13F | Centaurus Financial, Inc. | 15.634 | 5,64 | 3 | 50,00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 12.671 | -5,23 | 2.476 | -2,83 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2.264 | 39,32 | 431 | 39,03 | ||||
| 2025-11-03 | 13F | TD Waterhouse Canada Inc. | 157.114 | 8,47 | 32.644 | 14,36 | ||||
| 2025-10-16 | 13F | Custos Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Renasant Bank | 8.734 | -18,44 | 1.804 | -13,81 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 14 | 3 | ||||||
| 2025-10-30 | 13F | Northstar Asset Management Inc | 1.747 | 361 | ||||||
| 2025-11-05 | 13F | Stordahl Capital Management, Inc. | 21.729 | 7,28 | 4.487 | 13,37 | ||||
| 2025-09-26 | NP | BINT - Bluemonte Global Equity ETF | 7 | 1 | ||||||
| 2025-10-31 | 13F | Barrett & Company, Inc. | 1.482 | 0,00 | 306 | 5,54 | ||||
| 2025-11-24 | 13F | Cherry Tree Wealth Management, LLC | 212 | 0,00 | 44 | 4,88 | ||||
| 2025-08-14 | 13F | Acas, Llc | 21.554 | -1,87 | 4.359 | 7,90 | ||||
| 2025-10-15 | 13F | GEN Financial Management, INC. | 2.294 | 0,00 | 474 | 5,58 | ||||
| 2025-11-14 | 13F | Beacon Pointe Advisors, LLC | 81.023 | -5,10 | 16.732 | 0,29 | ||||
| 2025-11-14 | 13F | Evoke Wealth, Llc | 245.376 | -0,60 | 50.673 | 5,04 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-24 | 13F | Trilogy Capital Inc. | 7.821 | 1,43 | 1.615 | 7,24 | ||||
| 2025-11-04 | 13F | Mutual Advisors, LLC | 52.606 | 8,12 | 10.982 | 12,54 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 8.292 | -24,72 | 1.712 | -20,45 | ||||
| 2025-10-29 | 13F | SFI Advisors, LLC | 30.196 | -2,19 | 6.236 | 3,37 | ||||
| 2025-10-24 | 13F | Evergreen Private Wealth LLC | 3.110 | 8,29 | 642 | 14,44 | ||||
| 2025-11-13 | 13F | University Of Texas/texas Am Investment Managment Co | 20 | 0,00 | 4 | 33,33 | ||||
| 2025-10-09 | 13F | Dynamic Advisor Solutions LLC | 3.076 | -2,93 | 635 | 2,58 | ||||
| 2025-10-17 | 13F | Sowell Financial Services LLC | 16.617 | 2,62 | 3.432 | 8,44 | ||||
| 2025-11-06 | 13F | Mechanics Financial Corp | 997 | -1,48 | 206 | 4,06 | ||||
| 2025-10-22 | 13F | Five Oceans Advisors | 1.924 | -7,37 | 397 | -1,98 | ||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 131.894 | 6,02 | 27.237 | 12,04 | ||||
| 2025-11-04 | 13F | McKinley Carter Wealth Services, Inc. | 143.183 | -3,10 | 29.569 | 2,40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-10-24 | 13F | SilverOak Wealth Management LLC | 97.059 | -1,55 | 20.044 | 4,04 | ||||
| 2025-10-21 | 13F | My Personal CFO, LLC | 3.114 | 643 | ||||||
| 2025-10-09 | 13F | Princeton Global Asset Management LLC | 100 | 21 | ||||||
| 2025-10-28 | 13F | JNBA Financial Advisors | 200 | 0,00 | 41 | 5,13 | ||||
| 2025-11-07 | 13F | Zions Bancorporation, National Association /ut/ | 1.318 | 0,00 | 272 | 5,84 | ||||
| 2025-10-28 | 13F | Confluence Wealth Services, Inc. | 2.477 | -3,66 | 512 | 1,79 | ||||
| 2025-10-21 | 13F | Commonwealth Financial Services, LLC | 12.505 | 30,18 | 2.582 | 37,56 | ||||
| 2025-10-29 | 13F | Bfsg, Llc | 3 | -40,00 | 1 | |||||
| 2025-10-22 | 13F | City Holding Co | 834 | -41,84 | 172 | -38,57 | ||||
| 2025-10-14 | 13F | Able Wealth Management LLC | 10.130 | -0,60 | 2.092 | 5,02 | ||||
| 2025-12-23 | 13F/A | Triumph Capital Management | 2.117 | -2,44 | 437 | 3,07 | ||||
| 2025-10-17 | 13F | FSM Wealth Advisors, LLC | 4.584 | 0,00 | 947 | 4,76 | ||||
| 2025-11-14 | 13F | Archetype Wealth Partners | 1.651 | 0,00 | 0 | |||||
| 2025-10-23 | 13F | Anb Bank | 1.177 | -8,33 | 243 | -2,80 | ||||
| 2025-10-23 | 13F | SkyOak Wealth, LLC | 2.460 | 0,00 | 508 | 5,83 | ||||
| 2025-11-04 | 13F | Greykasell Wealth Strategies, Inc. | 576 | 0,00 | 119 | 5,36 | ||||
| 2025-11-05 | 13F | Correct Capital Wealth Management | 1.334 | 0,00 | 275 | 5,77 | ||||
| 2025-10-16 | 13F | Harwood Advisory Group, LLC | 516 | -1,53 | 107 | 3,92 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Duncker Streett & Co Inc | 200 | 0,00 | 41 | 5,13 | ||||
| 2025-10-30 | 13F | Colton Groome Financial Advisors, Llc | 1.620 | -4,14 | 335 | 1,21 | ||||
| 2025-11-14 | 13F | Glen Eagle Advisors, LLC | 21.043 | 5,04 | 4.346 | 11,01 | ||||
| 2025-10-28 | 13F | Avantra Family Wealth, Inc. | 7.135 | 485,80 | 1.473 | 518,91 | ||||
| 2025-11-17 | 13F | Pin Oak Investment Advisors Inc | 20 | -50,00 | 4 | |||||
| 2025-11-12 | 13F | One Wealth Capital Management, Llc | 31.127 | 2,13 | 6.428 | 7,94 | ||||
| 2025-10-08 | 13F | Patriot Financial Group Insurance Agency, LLC | 14.807 | -86,84 | 3.058 | -86,09 | ||||
| 2025-11-03 | 13F | SYM FINANCIAL Corp | 1.286 | -4,03 | 266 | 1,53 | ||||
| 2025-10-29 | 13F | HHM Wealth Advisors, LLC | 288 | 28,00 | 59 | 37,21 | ||||
| 2025-11-05 | 13F | Prasad Wealth Partners, LLC | 2.664 | 0,41 | 550 | 6,18 | ||||
| 2025-11-12 | 13F | Arete Wealth Advisors, LLC | 6.794 | 3,27 | 1 | 0,00 | ||||
| 2025-10-29 | 13F | Root Financial Partners, LLC | 366 | 76 | ||||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 2.875 | 1,09 | 594 | 6,85 | ||||
| 2025-10-24 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1.857 | 0,00 | 388 | 6,91 | ||||
| 2025-10-14 | 13F | LongView Wealth Management | 1.865 | -0,53 | 385 | 5,19 | ||||
| 2025-11-03 | 13F | Marino, Stram & Associates Llc | 5.067 | 9,41 | 1.046 | 15,58 | ||||
| 2025-11-12 | 13F | First Trust Advisors Lp | 22.596 | -14,82 | 4.666 | -9,97 | ||||
| 2025-10-14 | 13F | Security Financial Services, INC. | 106.469 | 4,75 | 21.987 | 10,69 | ||||
| 2025-11-06 | 13F | Gallagher Capital Advisors, LLC | 4.751 | 0,42 | 988 | 4,55 | ||||
| 2025-11-24 | 13F | Burkett Financial Services, Llc | 8.198 | 8,80 | 1.693 | 15,01 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Parsons Capital Management Inc/ri | 1.154 | 1,32 | 238 | 7,21 | ||||
| 2025-10-15 | 13F | Blue Zone Wealth Advisors, LLC | 2.515 | -0,63 | 519 | 5,06 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Tiaa Trust, National Association | 18.011 | 0,63 | 3.719 | 6,35 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 1.532 | -71,36 | 233 | -77,80 | ||||
| 2025-11-14 | 13F | Matrix Private Capital Group Llc | 4.539 | 0,00 | 937 | 5,64 | ||||
| 2025-11-12 | 13F | Stifel Financial Corp | 3.019.690 | 3,13 | 623.598 | 8,98 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 2.967 | 0,00 | 613 | 5,70 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 2.045 | -18,43 | 400 | -16,35 | ||||
| 2025-10-16 | 13F | Polianta Ltd | 39.900 | 8 | ||||||
| 2025-11-14 | 13F | High Falls Advisors, Inc | 117.353 | 3,86 | 24.235 | 9,75 | ||||
| 2025-11-07 | 13F | Pennsylvania Capital Management Inc /adv | 5.037 | 0,00 | 1.040 | 5,69 | ||||
| 2025-11-12 | 13F | M1 Capital Management LLC | 79.803 | -0,80 | 16.480 | 4,83 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Hudson Capital Management LLC | 19.643 | -3,60 | 4.057 | 1,88 | ||||
| 2025-10-31 | 13F | Chilton Capital Management Llc | 373 | 77 | ||||||
| 2025-10-28 | 13F | Postrock Partners Llc | 2.765 | 0,00 | 571 | 5,74 | ||||
| 2025-10-30 | 13F | BIP Wealth, LLC | 6.001 | 185,35 | 1.239 | 202,20 | ||||
| 2025-11-10 | 13F | White Pine Capital Llc | 6.582 | -3,01 | 1.359 | 2,49 | ||||
| 2025-10-30 | 13F | Joel Isaacson & Co., LLC | 4.971 | -22,00 | 1.026 | -17,59 | ||||
| 2025-11-10 | 13F | Alexander Randolph Advisory Inc | 1.720 | 27,60 | 355 | 34,98 | ||||
| 2025-10-14 | 13F | RTD Financial Advisors, Inc. | 79.333 | -0,37 | 16.383 | 5,29 | ||||
| 2025-11-06 | 13F | Oxinas Partners Wealth Management LLC | 7.994 | -1,09 | 1.651 | 4,50 | ||||
| 2025-11-14 | 13F | Scotia Capital Inc. | 11.945 | 0,00 | 2.467 | 5,66 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-03 | 13F | Atlantic Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | IFG Advisors, LLC | 2.175 | 1,54 | 449 | 7,42 | ||||
| 2025-11-13 | 13F | WealthCollab, LLC | 458 | 0,00 | 95 | 5,62 | ||||
| 2025-10-21 | 13F | Watershed Private Wealth Llc | 3.895 | -0,97 | 804 | 4,69 | ||||
| 2025-10-22 | 13F | D.a. Davidson & Co. | 16.443 | -2,14 | 3.396 | 3,41 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 17.291 | -4,56 | 3.571 | 0,85 | ||||
| 2025-10-27 | 13F | Hoxton Planning & Management, LLC | 24.744 | -8,42 | 5.110 | -3,22 | ||||
| 2025-10-10 | 13F | Foster Victor Wealth Advisors, LLC | 994 | 207 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 674 | -63,61 | 132 | -62,78 | ||||
| 2025-11-05 | 13F | Ironwood Investment Counsel, LLC | 2.045 | -0,05 | 422 | 5,76 | ||||
| 2025-11-14 | 13F | Michelson Medical Research Foundation, Inc. | 51.905 | 0,00 | 10.719 | 5,67 | ||||
| 2025-10-31 | 13F | Guardian Asset Advisors, LLC | 3.009 | -0,36 | 621 | 5,25 | ||||
| 2025-11-04 | 13F | PAX Financial Group, LLC | 86.491 | 11,69 | 17.861 | 18,03 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Put | 5.300 | -32,05 | 1.095 | -28,22 | |||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | 22.744 | 13,79 | 4.697 | 20,26 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-28 | 13F | Greenhouse Wealth Management, LLC | 1.330 | 0,00 | 275 | 5,79 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-20 | 13F | Sequent Asset Management, LLC | 12.162 | -10,91 | 2.512 | -5,85 | ||||
| 2025-10-24 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.931 | -0,85 | 1.844 | 4,77 | ||||
| 2025-11-13 | 13F | South Plains Financial, Inc. | 7.016 | 0,00 | 1.449 | 5,62 | ||||
| 2025-11-07 | 13F | Ingalls & Snyder Llc | 1.149 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | Barclays Plc | 264.512 | -3,48 | 54.624 | 102.964,15 | ||||
| 2025-10-24 | 13F | Morton Capital Management LLC/CA | 2.916 | 602 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 80 | 16 | ||||||
| 2025-11-13 | 13F | Diversify Advisory Services, LLC | 21.074 | 115,99 | 4.394 | 124,71 | ||||
| 2025-10-07 | 13F | Friday Financial | 1.600 | 0,00 | 330 | 5,77 | ||||
| 2025-11-06 | 13F | Missouri Trust & Investment Co | 881 | 182 | ||||||
| 2025-10-27 | 13F | Versant Capital Management, Inc | 1.775 | 0,00 | 367 | 5,78 | ||||
| 2025-11-03 | 13F | Truist Financial Corp | 544.054 | -14,94 | 112.353 | -10,11 | ||||
| 2025-10-23 | 13F | Evolution Wealth Management Inc. | 1.331 | -0,97 | 275 | 4,58 | ||||
| 2025-10-31 | 13F | Cullen/frost Bankers, Inc. | 91.581 | -0,08 | 18.912 | 5,59 | ||||
| 2025-11-13 | 13F | Betterment LLC | 378.298 | -2,71 | 78 | 4,00 | ||||
| 2025-11-13 | 13F | Integrated Capital Management, LLC | 2.976 | 0,40 | 629 | |||||
| 2025-10-17 | 13F | Harbor Asset Planning, Inc. | 154 | 0,65 | 32 | 6,90 | ||||
| 2025-11-14 | 13F | United Capital Financial Advisers, Llc | 536.893 | 3,27 | 110.874 | 9,14 | ||||
| 2025-10-31 | 13F | First Citizens Bank & Trust Co | 16.664 | 0,85 | 3.441 | 6,57 | ||||
| 2025-10-20 | 13F | Pure Financial Advisors, Inc. | 34.098 | 1,00 | 7.042 | 6,73 | ||||
| 2025-11-13 | 13F | Nvest Financial, LLC | 37.304 | -16,66 | 7.704 | -11,94 | ||||
| 2025-11-05 | 13F | Bessemer Group Inc | 9.398 | -0,61 | 2 | 0,00 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 39.131 | -0,58 | 8.081 | 5,06 | ||||
| 2025-11-06 | 13F | Pacific Point Advisors, LLC | 3.964 | 0,00 | 819 | 5,68 | ||||
| 2025-10-22 | 13F | Almanack Investment Partners, LLC. | 1.045 | 0,00 | 216 | 5,39 | ||||
| 2025-10-21 | 13F | Salomon & Ludwin, LLC | 193.529 | -1,51 | 40.223 | 3,63 | ||||
| 2025-10-20 | 13F | Quest 10 Wealth Builders, Inc. | 537 | 16,23 | 111 | 22,22 | ||||
| 2025-10-09 | 13F | Whitcomb & Hess, Inc. | 6.279 | 0,67 | 1.297 | 6,40 | ||||
| 2025-10-09 | 13F | Garrett Investment Advisors LLC | 2.611 | 0,00 | 539 | 5,69 | ||||
| 2025-11-12 | 13F | AlphaCore Capital LLC | 18.322 | -2,40 | 3.784 | 3,14 | ||||
| 2025-11-13 | 13F | Crewe Advisors LLC | 1.213 | -2,26 | 250 | 3,31 | ||||
| 2025-07-15 | 13F/A | DKM Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Michels Family Financial, LLC | 5.329 | -3,88 | 1.101 | 1,57 | ||||
| 2025-11-04 | 13F | Bridges Investment Management Inc | 16.135 | -0,80 | 3.332 | 4,85 | ||||
| 2025-10-14 | 13F | TL Private Wealth | 1.244 | -1,11 | 254 | 2,83 | ||||
| 2025-11-14 | 13F | Vident Advisory, LLC | 3.124 | 61,53 | 645 | 71,09 | ||||
| 2025-10-10 | 13F | Thomasville National Bank | 4.150 | 0,00 | 857 | 5,80 | ||||
| 2025-11-17 | 13F | GWM Advisors LLC | 703.676 | -1,08 | 145.316 | 4,54 | ||||
| 2025-11-06 | 13F | Centerpoint Advisors, LLC | 38.801 | 0,00 | 8 | 14,29 | ||||
| 2025-10-14 | 13F | Ironwood Wealth Management, Inc. | 67.666 | 1,24 | 13.704 | 3,91 | ||||
| 2025-10-10 | 13F | Falcon Wealth Planning | 29.078 | -0,85 | 6.005 | 4,78 | ||||
| 2025-11-10 | 13F | Fortis Advisors, LLC | 1.129 | 5,71 | 233 | 12,02 | ||||
| 2025-10-30 | 13F | Millington Financial Advisors, LLC | 2.027 | 0,40 | 414 | 2,48 | ||||
| 2025-11-13 | 13F | Oxford Financial Group Ltd | 17.423 | -0,55 | 3.598 | 5,11 | ||||
| 2025-11-07 | 13F | May Hill Capital, LLC | 38.085 | 52,62 | 7.865 | 61,28 | ||||
| 2025-11-14 | 13F | Turim 21 Investimentos Ltda. | 1.206 | -45,85 | 72 | -83,45 | ||||
| 2025-10-03 | 13F | Dentgroup LLC | 7.970 | -1,59 | 1.646 | 3,98 | ||||
| 2025-11-13 | 13F | Rehmann Capital Advisory Group | 656.319 | 4,84 | 135.627 | 10,87 | ||||
| 2025-10-27 | 13F | New Republic Capital, LLC | 2.021 | 2,07 | 417 | 8,03 | ||||
| 2025-11-14 | 13F | Yukon Wealth Management, Inc. | 9.399 | -1,30 | 1.941 | 4,30 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 29.496 | 6 | ||||||
| 2025-10-15 | 13F | First PREMIER Bank | 614 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Morgan Stanley | 14.209.911 | 0,53 | 2.934.489 | 6,23 | ||||
| 2025-10-23 | 13F | Benjamin Edwards Inc | 1.292 | 7,49 | 267 | 13,19 | ||||
| 2025-11-13 | 13F | Eldridge Investment Advisors, Inc. | 7.885 | -3,78 | 1.628 | 1,69 | ||||
| 2025-10-22 | 13F | Semus Wealth Partners LLC | 5.533 | 19,79 | 1.143 | 26,61 | ||||
| 2025-10-29 | 13F | Element Wealth, LLC | 1.998 | -21,83 | 413 | -17,43 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 65.357 | -3,95 | 12.772 | -1,50 | ||||
| 2025-10-28 | 13F | Mascoma Wealth Management LLC | 638 | 0,00 | 132 | 5,65 | ||||
| 2025-11-07 | 13F | Fortis Group Advisors, LLC | 100 | 0,00 | 21 | 5,26 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Ieq Capital, Llc | 82.312 | 33,49 | 16.998 | 41,07 | ||||
| 2025-11-14 | 13F | GreatBanc Trust CO | 2.225 | 459 | ||||||
| 2025-11-05 | 13F | RCS Financial Planning, LLC | 16.465 | 15,46 | 3.400 | 22,04 | ||||
| 2025-11-12 | 13F | Provenance Wealth Advisors, LLC | 4.727 | -0,36 | 976 | 5,29 | ||||
| 2025-10-15 | 13F | Cwm, Llc | 1.876.261 | 0,49 | 387 | 6,32 | ||||
| 2025-10-21 | 13F | Brookwood Investment Group LLC | 10.208 | -9,14 | 2.108 | -3,96 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-16 | 13F | Capital Advisors, Ltd. LLC | 42.307 | 2,05 | 9 | 0,00 | ||||
| 2025-11-05 | 13F | B.O.S.S. Retirement Advisors, LLC | 10.527 | 122,65 | 2.174 | 135,43 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 62.783 | 44,48 | 12.965 | 52,66 | ||||
| 2025-11-13 | 13F | Tortoise Investment Management, LLC | 30.343 | -0,56 | 6.266 | 5,10 | ||||
| 2025-10-23 | 13F | Lee-Kelleher Wealth Management | 3.647 | 0,00 | 753 | 5,76 | ||||
| 2025-10-21 | 13F | Quattro Financial Advisors Llc | 3.362 | 16,49 | 694 | 23,27 | ||||
| 2025-11-14 | 13F | Sierra Capital LLC | 48.825 | 0,02 | 10 | 11,11 | ||||
| 2025-11-04 | 13F | Simmons Bank | 1.238 | 3,25 | 256 | 8,97 | ||||
| 2025-10-17 | 13F | Apollon Wealth Management, LLC | 69.889 | 12,19 | 14.433 | 18,56 | ||||
| 2025-11-06 | 13F | Bridge Generations Wealth Management Llc | 6 | 0,00 | 1 | 0,00 | ||||
| 2025-11-10 | 13F | LaFleur & Godfrey LLC | 1.475 | 0,00 | 305 | 5,56 | ||||
| 2025-10-21 | 13F | Financial Consulate, Inc | 316 | 65 | ||||||
| 2025-11-13 | 13F | Spectrum Planning & Advisory Services Inc. | 4.366 | -12,01 | 902 | -7,02 | ||||
| 2025-11-13 | 13F | Nicolet Advisory Services, Llc | 7.520 | 0,00 | 1.563 | 6,91 | ||||
| 2025-10-09 | 13F | Peterson Wealth Advisors, LLC | 1.961 | -6,97 | 408 | -0,97 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 7.171 | -12,50 | 1.486 | -7,82 | ||||
| 2025-11-14 | 13F | Talisman Wealth Advisors LLC | 2.916 | 31,12 | 602 | 38,71 | ||||
| 2025-10-29 | 13F | Middleton & Co Inc/ma | 3.380 | 12,48 | 698 | 18,91 | ||||
| 2025-11-03 | 13F | Oxler Private Wealth LLC | 2.938 | 0,34 | 607 | 5,94 | ||||
| 2025-11-12 | 13F | Laffer Investments | 9.049 | 1.869 | ||||||
| 2025-11-14 | 13F | Warren Averett Asset Management, LLC | 139.232 | 8,27 | 28.753 | 14,42 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Visionary Wealth Advisors | 2.313 | -0,30 | 478 | 5,30 | ||||
| 2025-11-06 | 13F | Assetmark, Inc | 17.323 | -18,05 | 3.577 | -13,39 | ||||
| 2025-11-12 | 13F | Empirical Asset Management, LLC | 8.619 | 1,41 | 1.780 | 7,17 | ||||
| 2025-10-17 | 13F | Atlas Brown,Inc. | 2.563 | -1,54 | 529 | 4,13 | ||||
| 2025-10-27 | 13F | Plan Group Financial, LLC | 1.240 | 5,44 | 256 | 11,79 | ||||
| 2025-11-10 | 13F | Ascension Capital Advisors, Inc. | 1.033 | -7,52 | 213 | -2,29 | ||||
| 2025-10-24 | 13F | Cedar Mountain Advisors, LLC | 118 | 24 | ||||||
| 2025-10-21 | 13F | Fifth Third Wealth Advisors LLC | 1.900 | 15,36 | 392 | 22,12 | ||||
| 2025-10-27 | 13F | Klingman & Associates, LLC | 2.033 | 0,00 | 420 | 5,54 | ||||
| 2025-10-30 | 13F | Register Financial Advisors LLC | 399 | 0,00 | 82 | 6,49 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 8 | 2 | ||||||
| 2025-11-12 | 13F | Mill Creek Capital Advisors, LLC | 9.068 | 0,11 | 1.873 | 5,76 | ||||
| 2025-11-05 | 13F | Flagship Harbor Advisors, Llc | 1.344 | -12,56 | 277 | -7,67 | ||||
| 2025-11-06 | 13F | Plan A Wealth LLC | 1.165 | 0,00 | 241 | 5,73 | ||||
| 2025-11-04 | 13F | Southern Capital Advisors, Llc | 19.745 | 9,95 | 4.078 | 16,19 | ||||
| 2025-10-08 | 13F | Kwmg, Llc | 117.117 | 2,20 | 24.186 | 8,00 | ||||
| 2025-11-12 | 13F | Mountain Capital Investment Advisors, Inc | 1.314 | 7,44 | 272 | 12,86 | ||||
| 2025-10-31 | 13F | Taylor Financial Group, Inc. | 8.737 | 0,00 | 1.804 | 5,68 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Stenger Family Office, LLC | 27.060 | -0,46 | 5.721 | 6,06 | ||||
| 2025-11-13 | 13F | IPG Investment Advisors LLC | 3.898 | 5,58 | 805 | 11,51 | ||||
| 2025-10-17 | 13F | Indiana Trust & Investment Management CO | 92 | 0,00 | 19 | 5,88 | ||||
| 2025-11-05 | 13F | Spinnaker Trust | 2.817 | 3,60 | 582 | 9,42 | ||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 49.363 | -0,82 | 10.194 | 4,80 | ||||
| 2025-11-03 | 13F | Stage Harbor Financial, Llc | 2.460 | 0,00 | 508 | 5,83 | ||||
| 2025-11-10 | 13F | Dakota Wealth Management | 978 | -50,53 | 202 | -47,93 | ||||
| 2025-10-28 | 13F | Magnus Financial Group LLC | 22.940 | 2,01 | 4.737 | 7,81 | ||||
| 2025-11-06 | 13F | Gunma Bank,Ltd. | 14.000 | -50,00 | 3 | -60,00 | ||||
| 2025-11-10 | 13F | Rosenberg Matthew Hamilton | 280 | -1,41 | 58 | 3,64 | ||||
| 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 | 202.639 | 5,09 | 39.600 | 7,76 | ||||
| 2025-11-14 | 13F | Summit Financial, LLC | 110.778 | 1.570,10 | 22.877 | 1.665,12 | ||||
| 2025-10-31 | 13F | Cheviot Value Management, LLC | 22 | 0,00 | 5 | 0,00 | ||||
| 2025-10-03 | 13F | West Oak Capital, LLC | 4.686 | -12,10 | 10 | -10,00 | ||||
| 2025-11-03 | 13F | Flagship Private Wealth, LLC | 4.202 | 0,38 | 868 | 5,99 | ||||
| 2025-10-16 | 13F/A | HBK Sorce Advisory LLC | 8.082 | -3,48 | 1.669 | 1,96 | ||||
| 2025-11-05 | 13F | J.w. Cole Advisors, Inc. | 76.997 | 6,44 | 15.901 | 12,48 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | RFG Advisory, LLC | 6.242 | -2,86 | 1.289 | 2,71 | ||||
| 2025-11-13 | 13F | LifePlan Investment Advisors, Inc. | 16.082 | 18,94 | 3.321 | 25,70 | ||||
| 2025-10-07 | 13F | Team Financial Group, LLC | 730 | 9,94 | 151 | 16,28 | ||||
| 2025-11-06 | 13F | Atria Investments Llc | 218.255 | 12,91 | 45.072 | 19,31 | ||||
| 2025-11-06 | 13F | PACK Private Wealth, LLC | 5.256 | -2,70 | 1.085 | 2,84 | ||||
| 2025-10-15 | 13F | MJT & Associates Financial Advisory Group, Inc. | 6.931 | -6,60 | 1.431 | -1,31 | ||||
| 2025-10-30 | 13F | Guardian Wealth Advisors, LLC | 23.623 | -14,30 | 4.878 | -9,43 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 18.991 | 0,00 | 3.711 | 2,54 | ||||
| 2025-11-03 | 13F | One Wealth Advisors, LLC | 95.997 | 10,95 | 19.824 | 17,25 | ||||
| 2025-11-12 | 13F | Insigneo Advisory Services, Llc | 3.520 | 13,44 | 727 | 19,80 | ||||
| 2025-10-28 | 13F | Blalock Williams, Llc | 14.291 | 12,46 | 2.951 | 18,85 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 74 | 0,00 | 15 | 0,00 | ||||
| 2025-10-31 | 13F | Avantax Planning Partners, Inc. | 7.927 | -0,10 | 1.637 | 5,61 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 1.014 | -82,07 | 209 | -81,09 | ||||
| 2025-11-14 | 13F | Vernal Point Advisors, LLC | 1.250 | 258 | ||||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 10.824 | 13,89 | 2.235 | 20,36 | ||||
| 2025-11-13 | 13F | Keystone Financial Services | 93.830 | 2,44 | 19.377 | 8,25 | ||||
| 2025-10-15 | 13F | Praetorian Wealth Management, Inc. | 131.158 | -4,17 | 27.085 | 1,27 | ||||
| 2025-11-10 | 13F | Bradley Foster & Sargent Inc/ct | 37.316 | -0,60 | 7.706 | 5,04 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 52.615 | 13,95 | 10.282 | 16,85 | ||||
| 2025-11-14 | 13F | Campion Asset Management LLC | 1.633 | -0,31 | 337 | 5,31 | ||||
| 2025-10-31 | 13F | National Asset Management, Inc. | 28.013 | 1,21 | 5.785 | 6,95 | ||||
| 2025-11-03 | 13F | Crumly & Associates Inc. | 1.009 | 208 | ||||||
| 2025-11-10 | 13F | AMG National Trust Bank | 6.472 | 1,05 | 1.337 | 6,79 | ||||
| 2025-11-14 | 13F | Punch & Associates Investment Management, Inc. | 15 | 0,00 | 3 | 50,00 | ||||
| 2025-10-24 | 13F | Corundum Group, Inc. | 5.970 | -3,13 | 1.233 | 2,33 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Resolute Wealth Strategies, LLC | 23.165 | -0,86 | 4.784 | 4,78 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 7.990 | 0,00 | 1.650 | 5,70 | ||||
| 2025-11-13 | 13F | WCG Wealth Advisors LLC | 38.866 | 1,54 | 8.026 | 7,30 | ||||
| 2025-10-14 | 13F | Old National Bancorp /in/ | 26.308 | 51,95 | 5.433 | 60,57 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Magnolia Capital Management Ltd | 4.435 | -31,35 | 1 | -100,00 | ||||
| 2025-11-07 | 13F | Vanguard Group Inc | 5.897 | 44,43 | 1.218 | 52,70 | ||||
| 2025-10-17 | 13F | Lpwm Llc | 317.272 | 3,12 | 65.520 | 8,97 | ||||
| 2025-11-05 | 13F | Prime Capital Investment Advisors, LLC | 19.492 | -19,47 | 4.025 | -14,90 | ||||
| 2025-10-17 | 13F | BankPlus Trust Department | 124 | 0,00 | 26 | 4,17 | ||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 7.772 | -1,65 | 1.605 | 3,89 | ||||
| 2025-11-12 | 13F | Cresset Asset Management, LLC | 36.056 | -1,44 | 7.446 | 4,16 | ||||
| 2025-11-13 | 13F | Navalign, LLC | 2.225 | -7,45 | 459 | -2,13 | ||||
| 2025-10-27 | 13F | Farmers & Merchants Trust Co of Long Beach | 7.272 | -1,64 | 1.502 | 3,95 | ||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 15.899 | 10,29 | 3.305 | 16,71 | ||||
| 2025-11-10 | 13F | Advyzon Investment Management, LLC | 3.358 | 120,05 | 693 | 132,55 | ||||
| 2025-10-27 | 13F | David J Yvars Group | 1.050 | -4,72 | 217 | 0,47 | ||||
| 2025-10-10 | 13F | Brown, Lisle/cummings, Inc. | 913 | 0,00 | 189 | 5,62 | ||||
| 2025-11-05 | 13F | Savant Capital, LLC | 87.728 | -0,90 | 18.117 | 4,72 | ||||
| 2025-11-14 | 13F | Hilltop Holdings Inc. | 9.929 | -2,08 | 2.050 | 3,48 | ||||
| 2025-10-16 | 13F | Greenup Street Wealth Management Llc | 204.855 | 49,74 | 42.305 | 58,23 | ||||
| 2025-10-28 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2.063 | 1,08 | 426 | 7,04 | ||||
| 2025-11-12 | 13F | RKL Wealth Management LLC | 17.861 | -6,11 | 3.688 | -0,78 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6.222 | 12,27 | 1.216 | 15,04 | ||||
| 2025-11-12 | 13F | Modern Wealth Management, LLC | 222.823 | 1,06 | 46.015 | 6,80 | ||||
| 2025-10-24 | 13F | Narwhal Capital Management | 92.784 | -0,54 | 19.161 | 5,11 | ||||
| 2025-10-21 | 13F | Sterling Investment Counsel, LLC | 10.476 | 107,36 | 2.163 | 119,15 | ||||
| 2025-11-13 | 13F | ProVise Management Group, LLC | 1.719 | 0,00 | 355 | 5,67 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 10.181 | -82,85 | 2.102 | -81,88 | ||||
| 2025-11-12 | 13F | Davis R M Inc | 982 | 203 | ||||||
| 2025-10-23 | 13F | Planned Solutions, Inc. | 1.267 | 0,00 | 262 | 5,67 | ||||
| 2025-11-12 | 13F | LPL Financial LLC | Put | 1.200 | 0,00 | 248 | 5,56 | |||
| 2025-11-12 | 13F | LPL Financial LLC | 8.546.412 | 8,02 | 1.764.919 | 14,15 | ||||
| 2025-11-03 | 13F | Fidelis Capital Partners, LLC | 4.584 | 947 | ||||||
| 2025-10-15 | 13F | Home Federal Bank Of Tennessee | 392.291 | 0,21 | 81.012 | 5,89 | ||||
| 2025-11-14 | 13F | Lazard Asset Management Llc | 1.150 | 0,00 | 237 | |||||
| 2025-11-13 | 13F | Change Path, LLC | 211.410 | 4,37 | 43.658 | 10,29 | ||||
| 2025-10-30 | 13F | Woodard & Co Asset Management Group Inc /adv | 359 | 0,00 | 74 | 5,71 | ||||
| 2025-11-04 | 13F | Allianz Asset Management GmbH | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Harbour Investments, Inc. | 39.383 | -24,46 | 8.133 | -20,18 | ||||
| 2025-10-14 | 13F | Apeiron RIA LLC | 57.373 | 83,94 | 11.737 | 92,57 | ||||
| 2025-10-31 | 13F | Bank of Jackson Hole Trust | 1.017 | 0,00 | 210 | 6,06 | ||||
| 2025-11-04 | 13F | Transcend Wealth Collective, Llc | 12.461 | 7,29 | 2.573 | 13,40 | ||||
| 2025-11-05 | 13F | Atlanta Consulting Group Advisors, LLC | 3.167 | 0,00 | 654 | 5,83 | ||||
| 2025-10-10 | 13F | Signal Advisors Wealth, LLC | 9.010 | 0,57 | 1.861 | 6,29 | ||||
| 2025-11-07 | 13F | Condor Capital Management | 151.482 | 2,02 | 31.283 | 7,81 | ||||
| 2025-11-06 | 13F | Summit Asset Management, LLC | 4.425 | 0,00 | 914 | 5,67 | ||||
| 2025-10-27 | 13F | WealthPlan Investment Management, LLC | 95.197 | -12,02 | 19.659 | -7,02 | ||||
| 2025-10-30 | 13F | Triad Wealth Partners, LLC | 114.533 | 29,00 | 23.652 | 36,33 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 43.748 | -23,59 | 8.549 | -21,66 | ||||
| 2025-11-06 | 13F | Hopwood Financial Services, Inc. | 8.063 | -9,84 | 1.665 | -4,69 | ||||
| 2025-10-16 | 13F | Carnegie Capital Asset Management, LLC | 3.554 | 45,95 | 734 | 54,32 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 80 | 0,00 | 17 | 6,67 | ||||
| 2025-11-19 | 13F | Captrust Financial Advisors | 133.822 | -1,34 | 27.636 | 4,26 | ||||
| 2025-11-04 | 13F | Rik Saylor Financial, Inc. | 22.275 | -0,58 | 4.600 | 5,05 | ||||
| 2025-10-14 | 13F | DB Fitzpatrick & Co, Inc | 95 | 0,00 | 20 | 5,56 | ||||
| 2025-11-05 | 13F | Hantz Financial Services, Inc. | 1.057 | 188,01 | 0 | |||||
| 2025-10-29 | 13F | Royal Fund Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-02 | 13F | Bank of New Hampshire | 1.750 | 0,00 | 361 | 5,87 | ||||
| 2025-10-23 | 13F | HB Wealth Management, LLC | 49.184 | -0,28 | 10.157 | 5,38 | ||||
| 2025-11-04 | 13F | Garrison Bradford & Associates Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | Truefg, Llc | 1.145 | 0,00 | 236 | 5,83 | ||||
| 2025-10-23 | 13F | Ferguson Wellman Capital Management, Inc | 1.646 | 2,94 | 340 | 8,65 | ||||
| 2025-10-29 | 13F | Financial Advisory Service, Inc. | 42.205 | -0,89 | 8.716 | 4,72 | ||||
| 2025-11-03 | 13F | Financial Life Advisors | 173.050 | 2,55 | 35.737 | 8,37 | ||||
| 2025-10-29 | 13F | Alesco Advisors Llc | 71.558 | -3,28 | 14.777 | 2,21 | ||||
| 2025-10-17 | 13F | Austin Private Wealth, LLC | 237.955 | -2,34 | 49.140 | 3,20 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-28 | 13F | Wolff Wiese Magana Llc | 64 | 13 | ||||||
| 2025-11-13 | 13F | Members Wealth Llc | 4.300 | -12,55 | 890 | -5,02 | ||||
| 2025-10-08 | 13F | McNaughton Wealth Management, LLC | 61.616 | 0,82 | 12.724 | 6,55 |
Other Listings
| US:IVE | 214,19 $ |
