Grundlæggende statistik
| Institutionelle ejere | 696 total, 696 long only, 0 short only, 0 long/short - change of -0,71% MRQ |
| Gennemsnitlig porteføljeallokering | 0.7956 % - change of -18,86% MRQ |
| Institutionelle aktier (lange) | 76.639.677 (ex 13D/G) - change of -3,70MM shares -4,60% MRQ |
| Institutionel værdi (lang) | $ 7.166.701 USD ($1000) |
Institutionelt ejerskab og aktionærer
VanEck ETF Trust - VanEck Morningstar Wide Moat ETF (CL:MOAT) har 696 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 76,639,677 aktier. Største aktionærer omfatter Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Raymond James Financial Inc, Mesirow Financial Investment Management, Inc., Wells Fargo & Company/mn, Boulay Financial Advisors, LLC, Commonwealth Equity Services, Llc, Cetera Investment Advisers, and Jones Financial Companies Lllp .
VanEck ETF Trust - VanEck Morningstar Wide Moat ETF (SNSE:MOAT) 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 | New England Private Wealth Advisors LLC | 179.516 | 10,18 | 17.792 | 11,19 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-31 | 13F | Drive Wealth Management, Llc | 3.039 | -5,68 | 301 | -0,33 | ||||
| 2025-10-24 | 13F | Tanager Wealth Management LLP | 204.363 | -25,03 | 20.254 | -20,77 | ||||
| 2025-11-05 | 13F | Portside Wealth Group, LLC | 2.363 | 0,00 | 234 | 5,88 | ||||
| 2025-10-16 | 13F | Willner & Heller, Llc | 2.264 | -0,88 | 224 | 4,67 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 8 | 1 | ||||||
| 2025-11-14 | 13F | Anchor Investment Management, LLC | 8.328 | -3,59 | 825 | 1,85 | ||||
| 2025-11-06 | 13F | Savvy Advisors, Inc. | 4.048 | -4,53 | 401 | 1,01 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 5.329 | -23,20 | 500 | -18,20 | ||||
| 2025-11-07 | 13F | Rialto Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-14 | 13F | Tactive Advisors, LLC | 32.043 | -3,85 | 3.176 | 1,60 | ||||
| 2025-11-17 | 13F | Kestra Private Wealth Services, Llc | 186.603 | -23,36 | 18.494 | -19,01 | ||||
| 2025-11-05 | 13F | IMG Wealth Management, Inc. | 9.306 | -18,55 | 922 | -13,91 | ||||
| 2025-11-14 | 13F | Gotham Asset Management, LLC | 5.509 | 0,00 | 546 | 5,62 | ||||
| 2025-11-07 | 13F | Northeast Investment Management | 3.316 | 0,00 | 329 | 5,47 | ||||
| 2025-11-06 | 13F | Liberty Square Wealth Partners Llc | 3.279 | 0,00 | 325 | 5,54 | ||||
| 2025-10-20 | 13F | Warner Financial, Inc | 11.173 | -8,44 | 1 | 0,00 | ||||
| 2025-10-24 | 13F | Opal Wealth Advisors, LLC | 40.791 | 5,67 | 4.043 | 11,66 | ||||
| 2025-10-07 | 13F | 1620 Investment Advisors, Inc. | 8.491 | 4,90 | 842 | 10,80 | ||||
| 2025-11-14 | 13F | Lido Advisors, LLC | 49.433 | -5,60 | 4.899 | -0,24 | ||||
| 2025-11-03 | 13F | Truist Financial Corp | 51.164 | -13,98 | 5.071 | -9,11 | ||||
| 2025-10-16 | 13F | Lowe Wealth Advisors, LLC | 1.909 | -10,54 | 189 | -5,50 | ||||
| 2025-10-21 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19.242 | -64,28 | 1.907 | -62,25 | ||||
| 2025-11-14 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | Brookstone Capital Management | 306.215 | -6,78 | 30.349 | -1,49 | ||||
| 2025-11-13 | 13F | Change Path, LLC | 19.525 | -0,50 | 1.935 | 5,16 | ||||
| 2025-11-14 | 13F | Moneta Group Investment Advisors Llc | 5.865 | 30,92 | 581 | 38,33 | ||||
| 2025-10-24 | 13F | Godsey & Gibb Associates | 304 | 0,00 | 30 | 7,14 | ||||
| 2025-11-05 | 13F | J.w. Cole Advisors, Inc. | 26.364 | -6,25 | 2.613 | -0,95 | ||||
| 2025-11-06 | 13F | RFG Advisory, LLC | 5.366 | -20,37 | 532 | -15,98 | ||||
| 2025-11-14 | 13F | National Bank Of Canada /fi/ | 18.461 | -0,83 | 1.830 | 4,81 | ||||
| 2025-11-14 | 13F | Element Squared LLC | 14.206 | -5,85 | 1.408 | -0,57 | ||||
| 2025-11-14 | 13F | Ieq Capital, Llc | 12.530 | -8,79 | 1.242 | -3,65 | ||||
| 2025-11-10 | 13F | Apriem Advisors | 493.823 | 7,12 | 48.943 | 13,20 | ||||
| 2025-11-05 | 13F | SOUTH STATE Corp | 8 | 0,00 | 1 | |||||
| 2025-10-16 | 13F | Quad-Cities Investment Group, LLC | 6.165 | 11,24 | 611 | 17,73 | ||||
| 2025-11-12 | 13F | Neuberger Berman Group LLC | 5.368 | 105,67 | 532 | 118,03 | ||||
| 2025-10-28 | 13F | BXM Wealth LLC | 26.174 | 0,00 | 2.594 | 5,70 | ||||
| 2025-11-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 87.353 | -3,99 | 8.650 | 1,47 | ||||
| 2025-10-09 | 13F | Phraction Management LLC | 9.095 | 0,00 | 901 | 5,63 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 14 | 1 | ||||||
| 2025-10-17 | 13F | Retireful, LLC | 13.925 | 182,68 | 1.380 | 198,70 | ||||
| 2025-11-12 | 13F | Verde Capital Management | 607.869 | 3,40 | 60.246 | 9,27 | ||||
| 2025-10-14 | 13F | Brighton Jones Llc | 5.184 | 0,00 | 514 | 5,56 | ||||
| 2025-10-22 | 13F | Gladstone Institutional Advisory LLC | 61.487 | -0,63 | 6.094 | 5,01 | ||||
| 2025-11-14 | 13F | Fca Corp /tx | 21.096 | 3,37 | 2.091 | 9,20 | ||||
| 2025-11-14 | 13F | Royal Bank Of Canada | 749.491 | -2,04 | 74.282 | 3,52 | ||||
| 2025-10-10 | 13F | Putnam Fl Investment Management Co | 118.690 | -25,91 | 11.763 | -21,71 | ||||
| 2025-10-23 | 13F | Beaumont Financial Advisors, LLC | 83.054 | -1,54 | 8.231 | 4,05 | ||||
| 2025-11-12 | 13F | Boston Family Office Llc | 57.979 | -1,13 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 94.783 | -0,33 | 8.890 | 6,23 | ||||
| 2025-11-07 | 13F | Essex Financial Services, Inc. | 22.331 | -40,32 | 2.213 | -36,93 | ||||
| 2025-11-14 | 13F | Hilltop Holdings Inc. | 20.570 | -5,55 | 2.039 | -0,20 | ||||
| 2025-11-12 | 13F | Smith, Moore & Co. | 54.836 | 1,77 | 5.435 | 7,54 | ||||
| 2025-11-13 | 13F | Deutsche Bank Ag\ | 929 | 16,86 | 92 | 24,32 | ||||
| 2025-11-04 | 13F | Family Office Research LLC | 141.904 | -2,12 | 14.064 | 3,43 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-17 | 13F | Westend Capital Management LLC | 3.277 | 0,00 | 325 | 5,54 | ||||
| 2025-11-05 | 13F | Paladin Advisory Group, LLC | 347 | 34 | ||||||
| 2025-10-30 | 13F | Simplicity Wealth,LLC | 3.325 | 330 | ||||||
| 2025-11-03 | 13F | KPP Advisory Services LLC | 10.355 | 0,00 | 1.026 | 5,66 | ||||
| 2025-11-03 | 13F | Pittenger & Anderson Inc | 1.200 | 0,00 | 119 | 5,36 | ||||
| 2025-11-05 | 13F | Auxano Advisors, LLC | 2.923 | 20,84 | 290 | 27,88 | ||||
| 2025-11-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Barnett & Company, Inc. | 3.111 | -4,16 | 308 | 1,32 | ||||
| 2025-10-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-14 | 13F | True North Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-28 | 13F | Wolff Wiese Magana Llc | 15.573 | -0,75 | 1.543 | 4,89 | ||||
| 2025-11-06 | 13F | Stratos Wealth Partners, LTD. | 18.194 | -13,74 | 1.803 | -8,85 | ||||
| 2025-11-14 | 13F | Bank Of Hawaii | 3.634 | 0,00 | 360 | 5,88 | ||||
| 2025-11-14 | 13F | One Capital Management, LLC | 2.688 | 0,00 | 266 | 5,56 | ||||
| 2025-10-16 | 13F | HBW Advisory Services LLC | 159.654 | -1,09 | 15.823 | 4,53 | ||||
| 2025-11-13 | 13F | UBS Group AG | 975.164 | -29,49 | 96.649 | -25,49 | ||||
| 2025-11-13 | 13F | Diversify Advisory Services, LLC | 3.282 | 1,80 | 332 | 6,07 | ||||
| 2025-10-17 | 13F | Trademark Financial Management, LLC | 10.607 | -3,57 | 1.051 | 1,94 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Chris Bulman Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-13 | 13F | Jaffetilchin Investment Partners, LLC | 4.507 | -7,42 | 447 | -2,19 | ||||
| 2025-10-20 | 13F | DHJJ Financial Advisors, Ltd. | 2.119 | -32,69 | 210 | -29,15 | ||||
| 2025-11-14 | 13F | Van Den Berg Management I, Inc | 6.836 | -2,29 | 678 | 3,20 | ||||
| 2025-10-20 | 13F | Mid-American Wealth Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Janney Montgomery Scott LLC | 94.429 | -10,44 | 9 | 0,00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | NP | TAX - Cambria Tax Aware ETF | 629 | -4,55 | 56 | -6,67 | ||||
| 2025-10-20 | 13F | Laurel Wealth Planning LLC | 62.408 | -3,81 | 6.185 | 1,64 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Quartz Partners, LLC | 2.984 | -48,76 | 296 | -45,97 | ||||
| 2025-10-29 | 13F | Wealth Enhancement Advisory Services, Llc | 392.918 | -1,33 | 39.323 | 1,95 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-06 | 13F | RWM Asset Management, LLC | 3.051 | 302 | ||||||
| 2025-10-30 | 13F | Leelyn Smith, LLC | 488.739 | 1,08 | 48.439 | 6,82 | ||||
| 2025-11-12 | 13F | Modern Wealth Management, LLC | 51.572 | -6,33 | 5.111 | -1,01 | ||||
| 2025-11-14 | 13F | Garden State Investment Advisory Services LLC | 27.337 | 0,00 | 2.709 | 5,70 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | EverSource Wealth Advisors, LLC | 2.736 | -0,76 | 271 | 5,04 | ||||
| 2025-10-14 | 13F | Exchange Traded Concepts, Llc | 71 | -93,35 | 7 | -93,00 | ||||
| 2025-10-15 | 13F | Future Financial Wealth Managment LLC | 2.899 | 0,00 | 287 | 5,90 | ||||
| 2025-10-31 | 13F | National Asset Management, Inc. | 36.254 | -4,32 | 3.593 | 1,13 | ||||
| 2025-11-06 | 13F | Fairscale Capital, LLC | 3.584 | 0,00 | 355 | 2,60 | ||||
| 2025-11-07 | 13F | Addison Advisors LLC | 405 | 0,00 | 40 | 8,11 | ||||
| 2025-10-17 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 3.553 | -8,92 | 352 | -3,56 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Thoroughbred Financial Services, Llc | 40.950 | -5,58 | 4 | 0,00 | ||||
| 2025-10-28 | 13F | Hartford Financial Management Inc. | 458 | 6,26 | 45 | 12,50 | ||||
| 2025-10-21 | 13F | Coastline Trust Co | 6 | 0,00 | 1 | |||||
| 2025-11-13 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 184 | -13,21 | 18 | -5,26 | ||||
| 2025-11-05 | 13F | Signature Estate & Investment Advisors Llc | 54.440 | -1,37 | 5.396 | 4,23 | ||||
| 2025-10-23 | 13F | HB Wealth Management, LLC | 11.705 | -0,56 | 1.160 | 5,07 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 62.265 | -0,14 | 5.840 | 6,45 | ||||
| 2025-11-14 | 13F | Mml Investors Services, Llc | 202.455 | -7,14 | 20.065 | 100.225,00 | ||||
| 2025-12-18 | 13F/A | Employees' Retirement Fund of the City of Fort Worth | 118.874 | -82,04 | 11.782 | -79,77 | ||||
| 2025-08-11 | 13F | Parametrica Management Ltd | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Virtus Wealth Solutions LLC | 262.300 | -2,08 | 25.997 | 3,47 | ||||
| 2025-10-21 | 13F | Pflug Koory, LLC | 309 | 0,00 | 31 | 7,14 | ||||
| 2025-11-14 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Colony Group, LLC | 43.095 | 56,07 | 4.271 | 64,97 | ||||
| 2025-11-04 | 13F | Essex Savings Bank | 2.703 | -5,52 | 268 | -0,37 | ||||
| 2025-11-13 | 13F | Van Eck Associates Corp | 153 | -36,51 | 0 | |||||
| 2025-11-14 | 13F | Hrt Financial Lp | 6.454 | 1 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F/A | CapWealth Advisors, LLC | 2.785 | 0,00 | 276 | 5,75 | ||||
| 2025-11-12 | 13F | Cresset Asset Management, LLC | 4.271 | 0,05 | 423 | 5,75 | ||||
| 2025-11-10 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.719 | 3,35 | 468 | 9,11 | ||||
| 2025-10-08 | 13F | Rise Advisors, LLC | 758 | 0,00 | 75 | 5,63 | ||||
| 2025-11-12 | 13F | BlackRock, Inc. | 2.704 | 19,01 | 268 | 25,35 | ||||
| 2025-11-04 | 13F | Landaas & Co /wi /adv | 4.419 | 0,00 | 438 | 5,80 | ||||
| 2025-10-21 | 13F | Eagle Strategies LLC | 71.627 | -43,49 | 7.099 | -40,29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 774.216 | -5,36 | 72.614 | 0,87 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Kraematon Investment Advisors, Inc | 2.020 | 200 | ||||||
| 2025-11-14 | 13F | Cutler Capital Management, LLC | 28.028 | 21,53 | 2.778 | 28,39 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-13 | 13F | LM Advisors LLC | 2.342 | 0 | ||||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 83.297 | 4,60 | 8.256 | 10,54 | ||||
| 2025-10-01 | 13F | American National Bank of Texas | 72.080 | 7.144 | ||||||
| 2025-10-17 | 13F | Archford Capital Strategies, LLC | 10.326 | -70,23 | 1.023 | -68,55 | ||||
| 2025-11-06 | 13F | Onyx Bridge Wealth Group LLC | 84.807 | -0,80 | 8.405 | 4,83 | ||||
| 2025-10-31 | 13F | Acorn Wealth Advisors, LLC | 96.286 | 0,17 | 9.543 | 5,85 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Cascade Financial Partners, LLC | 22.445 | 0,00 | 2.225 | 5,65 | ||||
| 2025-11-10 | 13F | Cary Street Partners Financial Llc | 13.533 | -71,78 | 1.341 | -70,18 | ||||
| 2025-11-10 | 13F | Atlantic Trust, LLC | 188 | -37,54 | 19 | -35,71 | ||||
| 2025-11-12 | 13F | Mesirow Financial Investment Management, Inc. | 2.627.317 | -1,55 | 260.393 | 4,04 | ||||
| 2025-10-22 | 13F | BKA Wealth Consulting, Inc. | 103.524 | -13,01 | 10.259 | -8,08 | ||||
| 2025-11-06 | 13F | Atria Investments Llc | 26.545 | 101,30 | 2.631 | 112,78 | ||||
| 2025-10-29 | 13F | Whelan Financial | 2.762 | 274 | ||||||
| 2025-11-10 | 13F | Waddell & Associates, Llc | 2.493 | -1,50 | 247 | 4,22 | ||||
| 2025-11-04 | 13F | Jacksonville Wealth Management, LLC | 31.072 | 11,20 | 3.080 | 17,52 | ||||
| 2025-10-14 | 13F | McCarthy & Cox | 40.947 | 4,68 | 4.058 | 10,63 | ||||
| 2025-11-05 | 13F | Fortune Financial Advisors, LLC | 56.392 | -0,84 | 5.589 | 4,78 | ||||
| 2025-10-09 | 13F | Fermata Advisors, LLC | 121.997 | -3,64 | 12.091 | 1,83 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 18 | 2 | ||||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 13.026 | -52,68 | 1.291 | -49,98 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 26.666 | 0,00 | 2.501 | 6,61 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 5.302 | 45,74 | 525 | 53,96 | ||||
| 2025-11-05 | 13F | Bessemer Group Inc | 145 | -51,67 | 0 | |||||
| 2025-11-05 | 13F | Collier Financial | 500 | 50 | ||||||
| 2025-11-05 | 13F | MONECO Advisors, LLC | 12.800 | 293,48 | 1.269 | 315,74 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Tranquility Partners, LLC | 54.190 | -4,57 | 5.371 | 0,86 | ||||
| 2025-10-20 | 13F | James J. Burns & Company, LLC | 163.336 | 5,89 | 16.188 | 11,90 | ||||
| 2025-10-31 | 13F | Winebrenner Capital Management Llc | 14.620 | -1,81 | 1.449 | 3,80 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 165 | 0,00 | 16 | 6,67 | ||||
| 2025-10-07 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-07 | 13F | Icapital Wealth Llc | 87.968 | -1,95 | 8.719 | 3,61 | ||||
| 2025-10-14 | 13F/A | Zrc Wealth Management, Llc | 85 | 0,00 | 8 | 14,29 | ||||
| 2025-11-12 | 13F | Atlas Wealth LLC | 31.131 | -1,13 | 3.085 | 2,66 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 162 | 16 | ||||||
| 2025-10-16 | 13F | Provident Wealth Management, LLC | 23.033 | -1,59 | 2.283 | 3,96 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 0 | -100,00 | 0 | |||||
| 2025-11-20 | 13F | Wbi Investments, Inc. | 11.041 | 238,58 | 1.094 | 258,69 | ||||
| 2025-11-12 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2025-10-20 | 13F | XML Financial, LLC | 50.557 | 16,97 | 5.011 | 23,61 | ||||
| 2025-11-03 | 13F | Foundations Investment Advisors, LLC | 57.914 | 3,33 | 5.740 | 9,19 | ||||
| 2025-11-13 | 13F | Newbridge Financial Services Group, Inc. | 14.855 | -2,63 | 1.472 | 2,94 | ||||
| 2025-10-30 | 13F | Rakuten Investment Management, Inc. | 1.612 | -16,39 | 159 | -6,51 | ||||
| 2025-10-20 | 13F | Sax Wealth Advisors, Llc | 7.639 | -5,08 | 757 | 0,40 | ||||
| 2025-10-29 | 13F | Boomfish Wealth Group, LLC | 77.422 | -4,07 | 7.673 | 1,37 | ||||
| 2025-11-05 | 13F | Ceera Investments, Llc | 468.045 | -8,58 | 46.388 | -3,40 | ||||
| 2025-11-06 | 13F | CIBC World Markets Inc. | 5.286 | -0,40 | 524 | 5,23 | ||||
| 2025-11-03 | 13F | Patton Albertson Miller Group, Llc | 50.937 | -13,46 | 5.048 | -8,55 | ||||
| 2025-11-12 | 13F | First Trust Advisors Lp | 4.106 | 8,19 | 407 | 14,37 | ||||
| 2025-11-12 | 13F | Robertson Stephens Wealth Management, LLC | 124.760 | 1,69 | 12.365 | 7,46 | ||||
| 2025-10-21 | 13F | SILVER OAK SECURITIES, Inc | 15.701 | -46,98 | 1.556 | -43,97 | ||||
| 2025-11-07 | 13F | Calton & Associates, Inc. | 9.473 | -1,41 | 939 | 4,11 | ||||
| 2025-11-10 | 13F | Glassman Wealth Services | 691 | 0,00 | 69 | 6,25 | ||||
| 2025-11-06 | 13F | Long Island Wealth Management, Inc. | 17.569 | -0,23 | 1.741 | 5,45 | ||||
| 2025-11-10 | 13F | Kovitz Investment Group Partners, LLC | 43.652 | -1,03 | 4.326 | 4,59 | ||||
| 2025-11-14 | 13F | QSV Equity Investors LLC | 4.950 | 0,00 | 491 | 5,60 | ||||
| 2025-11-14 | 13F | Victory Financial Group, Llc | 92.926 | -2,01 | 9.210 | 3,54 | ||||
| 2025-10-30 | 13F | Samalin Investment Counsel, LLC | 7.545 | 0,63 | 748 | 6,26 | ||||
| 2025-10-15 | 13F | Iams Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Wealthfront Advisers Llc | 22.077 | -17,76 | 2.188 | -13,07 | ||||
| 2025-11-12 | 13F | Journey Strategic Wealth Llc | 167.074 | 3,06 | 16.559 | 8,91 | ||||
| 2025-11-06 | 13F | Cookson Peirce & Co Inc | 26.861 | 1,53 | 2.662 | 7,30 | ||||
| 2025-10-23 | 13F | Kingswood Wealth Advisors, Llc | 18.727 | 3,87 | 1.856 | 9,82 | ||||
| 2025-11-10 | 13F | Signature Securities Group Corporation | 48.376 | -29,93 | 4.795 | -25,96 | ||||
| 2025-11-14 | 13F | Sentinus, LLC | 13.418 | -5,15 | 1.330 | 0,23 | ||||
| 2025-10-15 | 13F | DAVENPORT & Co LLC | 169.613 | -7,15 | 16.810 | -1,88 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 3.164 | 2.431,20 | 314 | 2.745,45 | ||||
| 2025-10-28 | 13F | Qrg Capital Management, Inc. | 3.160 | -8,85 | 313 | -3,69 | ||||
| 2025-11-06 | 13F | Legacy Financial Strategies, LLC | 4.111 | 0,00 | 407 | 5,71 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 253.582 | -16,74 | 23.784 | -11,27 | ||||
| 2025-10-22 | 13F | Blossom Wealth Management | 5.291 | 4,50 | 524 | 10,55 | ||||
| 2025-11-14 | 13F | Equitable Holdings, Inc. | 101.588 | -1,31 | 10.068 | 4,29 | ||||
| 2025-11-04 | 13F | Hazlett, Burt & Watson, Inc. | 10.510 | -5,06 | 1 | 0,00 | ||||
| 2025-10-24 | 13F | We Are One Seven, LLC | 3.674 | 3,73 | 364 | 9,64 | ||||
| 2025-10-24 | 13F | Culbertson A N & Co Inc | 2.701 | 0,00 | 268 | 5,53 | ||||
| 2025-11-05 | 13F | Caliber Wealth Management, LLC / KS | 10.650 | -35,91 | 1.056 | -32,28 | ||||
| 2025-11-06 | 13F | Prospera Financial Services Inc | 207.347 | -7,16 | 20.550 | -1,89 | ||||
| 2025-10-23 | 13F | Spire Wealth Management | 3.334 | 7,72 | 330 | 13,79 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | SBI Securities Co., Ltd. | 62 | 0,00 | 6 | 20,00 | ||||
| 2025-11-12 | 13F | Argent Trust Co | 56.236 | 3,08 | 5.574 | 8,93 | ||||
| 2025-11-05 | 13F | Savant Capital, LLC | 2.401 | -18,99 | 238 | -14,44 | ||||
| 2025-10-09 | 13F | Eclectic Associates Inc /adv | 2.486 | -55,01 | 246 | -52,51 | ||||
| 2025-10-31 | 13F | Cullen/frost Bankers, Inc. | 488 | 0,00 | 48 | 6,67 | ||||
| 2025-11-06 | 13F | Endowment Wealth Management, Inc. | 37.089 | 9,75 | 3.676 | 15,97 | ||||
| 2025-10-16 | 13F | Castle Rock Wealth Management, LLC | 9.957 | 0,00 | 1.000 | 4,17 | ||||
| 2025-11-10 | 13F | Alerus Financial Na | 5 | 0,00 | 0 | |||||
| 2025-10-07 | 13F | Family Legacy Financial Solutions, LLC | 838 | 0,00 | 83 | 6,41 | ||||
| 2025-11-10 | 13F | Patten Group, Inc. | 7.788 | -25,45 | 772 | -21,25 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 981 | 92 | ||||||
| 2025-10-30 | 13F | Millstone Evans Group, LLC | 1.093 | 0,00 | 108 | 5,88 | ||||
| 2025-11-07 | 13F | Founders Financial Alliance, LLC | 832 | 82 | ||||||
| 2025-10-29 | 13F | First Financial Group Corp | 24.316 | -1,59 | 2.409 | 3,97 | ||||
| 2025-11-07 | 13F | Advisors Capital Management, LLC | 4.064 | 2,06 | 403 | 7,77 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 291 | 27 | ||||||
| 2025-11-20 | 13F | Centaurus Financial, Inc. | 44.604 | 2,68 | 4 | 0,00 | ||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 2.214 | -18,30 | 219 | -13,78 | ||||
| 2025-11-03 | 13F | Hollencrest Capital Management | 200 | 0,00 | 20 | 5,56 | ||||
| 2025-10-31 | 13F | Cabot Wealth Management Inc | 72.185 | 7,16 | 7.154 | 13,25 | ||||
| 2025-11-14 | 13F | Mercer Global Advisors Inc /adv | 794.616 | 1.690,48 | 78.727 | 1.791,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-11-10 | 13F | First Heartland Consultants, Inc. | 5.139 | -10,19 | 509 | -5,04 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 77.592 | -5,90 | 7.277 | 0,29 | ||||
| 2025-11-13 | 13F | Sensible Money, LLC | 2.589 | 0,00 | 257 | 5,79 | ||||
| 2025-10-20 | 13F | Balance Wealth, LLC | 5.835 | -1,47 | 578 | 4,14 | ||||
| 2025-10-23 | 13F | Joseph Group Capital Management | 134.065 | 1,61 | 13.287 | 7,38 | ||||
| 2025-10-28 | 13F | Sterling Investment Advisors, Ltd. | 48.038 | -16,18 | 4.761 | -11,41 | ||||
| 2025-10-29 | 13F | Root Financial Partners, LLC | 9.648 | 0,00 | 956 | 5,75 | ||||
| 2025-10-10 | 13F | SK Wealth Management, LLC | 142.361 | -24,20 | 14.296 | -21,23 | ||||
| 2025-11-10 | 13F | Rossby Financial, LCC | 198 | 0,00 | 20 | 5,56 | ||||
| 2025-11-19 | 13F | Mosaic Financial Group, Llc | 2.314 | 0,00 | 0 | |||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 5.192 | -1,18 | 515 | 4,47 | ||||
| 2025-11-10 | 13F | Mendel Money Management | 12.917 | -4,35 | 1.280 | 1,11 | ||||
| 2025-11-07 | 13F | Maridea Wealth Management LLC | 8.970 | -12,90 | 911 | -5,70 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 16.318 | 4.310,27 | 1.617 | 4.655,88 | ||||
| 2025-10-29 | 13F | Inspire Advisors, LLC | 21.594 | -2,50 | 2.140 | 3,03 | ||||
| 2025-10-29 | 13F | Glass Jacobson Investment Advisors llc | 2.913 | -2,58 | 289 | 2,86 | ||||
| 2025-11-03 | 13F | Mirae Asset Global Investments Co., Ltd. | 280.000 | -27,08 | 27.751 | -22,95 | ||||
| 2025-11-17 | 13F | Financial Engines Advisors L.L.C. | 3.185 | 0,00 | 316 | 5,35 | ||||
| 2025-10-31 | 13F | Fairman Group, LLC | 475 | 0,00 | 47 | 6,82 | ||||
| 2025-10-30 | 13F | Elevation Capital Advisory, LLC | 15.122 | -7,41 | 1.499 | -2,16 | ||||
| 2025-11-12 | 13F | Kelman-Lazarov, Inc. | 551.165 | 0,66 | 54.626 | 6,37 | ||||
| 2025-11-14 | 13F | Aqr Capital Management Llc | 35.457 | 90,56 | 3.514 | 101,38 | ||||
| 2025-11-25 | 13F | Arq Wealth Advisors, Llc | 12.800 | 22,63 | 1.269 | 38,13 | ||||
| 2025-11-14 | 13F | Summit Trail Advisors, Llc | 17.122 | -4,53 | 1.697 | 0,83 | ||||
| 2025-10-10 | 13F | Arlington Financial Advisors, LLC | 3.382 | 335 | ||||||
| 2025-11-12 | 13F | Perennial Investment Advisors, LLC | 13.746 | 1,72 | 1.362 | 7,50 | ||||
| 2025-10-14 | 13F | Boulay Financial Advisors, LLC | 2.119.374 | 1,97 | 210.051 | 7,76 | ||||
| 2025-11-14 | 13F | Advisor Group Holdings, Inc. | 741.903 | 22,19 | 73.138 | 28,41 | ||||
| 2025-10-15 | 13F | Ayalon Holdings Ltd. | 40.254 | 0,27 | 4 | 0,00 | ||||
| 2025-10-24 | 13F | Avion Wealth | 167 | 0,00 | 0 | |||||
| 2025-11-06 | 13F | Assetmark, Inc | 282.684 | -2,92 | 28.017 | 2,59 | ||||
| 2025-10-22 | 13F | BCS Wealth Management | 15.477 | -6,42 | 1.534 | 153.200,00 | ||||
| 2025-11-06 | 13F | EnRich Financial Partners LLC | 86.816 | 0,91 | 8.604 | 6,64 | ||||
| 2025-11-12 | 13F | Integrated Advisors Network LLC | 44.619 | 3,85 | 4.422 | 9,75 | ||||
| 2025-11-12 | 13F | Capasso Planning Partners LLC | 2.178 | -20,10 | 216 | -15,69 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 11.548 | 97,50 | 1.159 | 111,50 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 27.426 | 0,10 | 2.572 | 6,72 | ||||
| 2025-10-31 | 13F | Sovran Advisors, LLC | 7.970 | -13,75 | 806 | -9,65 | ||||
| 2025-11-04 | 13F | Ogorek Anthony Joseph /ny/ /adv | 75 | -57,14 | 0 | |||||
| 2025-11-07 | 13F | Synovus Financial Corp | 6.620 | 16,98 | 656 | 23,77 | ||||
| 2025-10-23 | 13F | Park Avenue Securities Llc | 8.380 | -3,74 | 1 | |||||
| 2025-11-07 | 13F | GenTrust, LLC | 2.200 | 0,00 | 218 | 5,83 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1.524 | 137 | ||||||
| 2025-11-12 | 13F | Us Bancorp \de\ | 6.942 | -6,14 | 688 | -0,72 | ||||
| 2025-11-19 | 13F | Captrust Financial Advisors | 36.356 | 4,03 | 3.603 | 9,95 | ||||
| 2025-10-27 | 13F | Creekside Partners | 28.880 | -1,89 | 2.862 | 3,70 | ||||
| 2025-11-03 | 13F | Clarus Group, Inc. | 2.814 | 0,00 | 279 | 5,70 | ||||
| 2025-11-14 | 13F | Byrne Financial Freedom, Llc | 10.059 | -72,13 | 997 | -70,58 | ||||
| 2025-12-03 | 13F | Strategic Investment Solutions, Inc. /IL | 9.967 | -0,07 | 988 | 5,56 | ||||
| 2025-11-14 | 13F | Creative Planning | 225.403 | -1,92 | 22.340 | 3,64 | ||||
| 2025-11-12 | 13F | Clare Market Investments LLC | 3.578 | 44,39 | 355 | 52,59 | ||||
| 2025-10-09 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-10 | 13F | Sound Income Strategies, LLC | 422 | 0,00 | 42 | 7,69 | ||||
| 2025-11-14 | 13F | Goepper Burkhardt LLC | 45.298 | -6,60 | 4.489 | -1,30 | ||||
| 2025-12-02 | 13F | Allworth Financial LP | 80.067 | -3,07 | 7.935 | 2,43 | ||||
| 2025-11-12 | 13F | United Advisor Group, LLC | 7.437 | -5,48 | 737 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wimmer Associates 1, Llc | 63.694 | 0,58 | 6.313 | 6,28 | ||||
| 2025-10-27 | 13F | Randolph Co Inc | 2.175 | -14,07 | 216 | -9,28 | ||||
| 2025-11-13 | 13F | Nemes Rush Group LLC | 188 | 0,00 | 19 | 5,88 | ||||
| 2025-11-07 | 13F | Rothschild Investment Llc | 1.042 | 0,00 | 103 | 6,19 | ||||
| 2025-10-08 | 13F | YHB Investment Advisors, Inc. | 44.861 | -4,65 | 4.445 | 0,75 | ||||
| 2025-10-23 | 13F | Howard Financial Services, Ltd. | 84.825 | -1,70 | 8.407 | 3,88 | ||||
| 2025-10-29 | 13F | Smith Thornton Advisors LLC | 4.967 | 0,00 | 492 | 5,81 | ||||
| 2025-11-10 | 13F | Y.D. More Investments Ltd | 450 | 0,00 | 45 | 4,76 | ||||
| 2025-10-14 | 13F | Harbor Group, Inc. | 447.960 | 2,63 | 44.397 | 8,45 | ||||
| 2025-11-14 | 13F | Snowden Capital Advisors LLC | 2.519 | -0,32 | 250 | 5,06 | ||||
| 2025-11-06 | 13F | Stratos Wealth Advisors, LLC | 24.687 | 2,52 | 2.447 | 8,33 | ||||
| 2025-10-21 | 13F | Global Retirement Partners, LLC | 35.737 | 0,51 | 3.542 | 6,21 | ||||
| 2025-10-17 | 13F | Financial Partners Group, Inc | 49.182 | -4,14 | 4.874 | 1,29 | ||||
| 2025-10-28 | 13F | Inlight Wealth Management, LLC | 68 | 0,00 | 7 | 0,00 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-17 | 13F | Westshore Wealth, LLC | 33.426 | -10,50 | 3.313 | -5,43 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 3.906 | 387 | ||||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Ancora Advisors, LLC | 312.216 | -1,91 | 30.944 | 3,65 | ||||
| 2025-11-14 | 13F | Moors & Cabot, Inc. | 6.507 | 0,31 | 645 | 5,92 | ||||
| 2025-10-27 | 13F | Obermeyer Wood Investment Counsel, Lllp | 161.743 | -39,21 | 16.030 | -35,76 | ||||
| 2025-11-24 | 13F | Cherry Tree Wealth Management, LLC | 209 | 0,00 | 21 | 5,26 | ||||
| 2025-11-06 | 13F | Oppenheimer & Co Inc | 122.137 | -1,14 | 12.105 | 4,46 | ||||
| 2025-11-17 | 13F/A | Keystone Financial Group | 10.669 | 1,47 | 1.057 | 7,20 | ||||
| 2025-11-26 | 13F/A | Jpmorgan Chase & Co | 122.177 | -15,78 | 12.109 | -11,00 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 98.086 | 0,60 | 9.199 | 7,25 | ||||
| 2025-10-27 | 13F | Financial Synergies Wealth Advisors, Inc. | 6.175 | 0,00 | 612 | 5,53 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Parkside Financial Bank & Trust | 2.233 | -64,97 | 221 | -62,98 | ||||
| 2025-10-31 | 13F | TFR Capital, LLC. | 6.561 | -0,92 | 650 | 4,67 | ||||
| 2025-11-06 | 13F | Western Wealth Management, LLC | 43.855 | -15,44 | 4.346 | -10,65 | ||||
| 2025-09-26 | NP | BINT - Bluemonte Global Equity ETF | 15 | 1 | ||||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 4.749 | -8,66 | 471 | |||||
| 2025-11-14 | 13F | Rockefeller Capital Management L.P. | 140.567 | 18,44 | 13.932 | 25,15 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 168.156 | 2,83 | 16.666 | 8,66 | ||||
| 2025-11-14 | 13F | Mariner, LLC | 162.823 | -9,83 | 16.137 | -4,71 | ||||
| 2025-11-06 | 13F | Whipplewood Advisors, LLC | 10.817 | -11,39 | 1.072 | -6,29 | ||||
| 2025-11-12 | 13F | TCG Advisory Services, LLC | 2.269 | -1,09 | 225 | 4,19 | ||||
| 2025-11-06 | 13F | Vision Financial Markets Llc | 429 | 0,00 | 43 | 5,00 | ||||
| 2025-10-14 | 13F | Ttp Investments, Inc. | 62.867 | -3,83 | 6.324 | 3,13 | ||||
| 2025-11-13 | 13F | Basso Capital Management, L.p. | 270 | 0,00 | 27 | 4,00 | ||||
| 2025-11-13 | 13F | Edmond De Rothschild Holding S.a. | 277 | 0,00 | 27 | 8,00 | ||||
| 2025-11-17 | 13F | Turning Point Benefit Group, Inc. | 22.912 | 167,66 | 2.302 | 186,91 | ||||
| 2025-10-09 | 13F | Princeton Global Asset Management LLC | 5.295 | -2,45 | 525 | 2,95 | ||||
| 2025-10-24 | 13F | Trilogy Capital Inc. | 4.910 | -19,39 | 487 | -14,89 | ||||
| 2025-11-13 | 13F | O'shaughnessy Asset Management, Llc | 6.994 | -12,54 | 693 | -7,60 | ||||
| 2025-10-21 | 13F | Farrell Financial LLC | 48.094 | -1,21 | 4.767 | 4,38 | ||||
| 2025-10-23 | 13F | Vision Capital Management, Inc. | 5.453 | 0,00 | 540 | 5,68 | ||||
| 2025-11-03 | 13F | Farrow Financial Inc. | 105.211 | -0,10 | 10.427 | 5,57 | ||||
| 2025-11-12 | 13F | Harbour Investments, Inc. | 24.892 | 3,26 | 2.467 | 9,16 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Regal Investment Advisors LLC | 7.522 | 109,12 | 746 | 121,07 | ||||
| 2025-11-07 | 13F | Coco Enterprises, LLC | 2.820 | 0,00 | 281 | 6,44 | ||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 41.618 | -1,27 | 4.125 | 4,33 | ||||
| 2025-10-16 | 13F | Richards, Merrill & Peterson, Inc. | 200 | 20 | ||||||
| 2025-11-13 | 13F | Resurgent Financial Advisors LLC | 6.061 | -10,27 | 601 | -5,21 | ||||
| 2025-10-28 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | Southland Equity Partners LLC | 5.191 | -3,28 | 514 | 2,19 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | NP | CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A | 60 | 0,00 | 5 | 0,00 | ||||
| 2025-11-05 | 13F | Flynn Zito Capital Management, Llc | 4.700 | -0,74 | 466 | 4,73 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Signaturefd, Llc | 700 | 0,00 | 69 | 6,15 | ||||
| 2025-11-13 | 13F | PFG Advisors | 4.992 | -6,06 | 495 | -0,80 | ||||
| 2025-11-18 | 13F | Copley Financial Group, Inc. | 73.658 | 0,74 | 7.300 | 6,46 | ||||
| 2025-10-21 | 13F | Bay Capital Advisors, LLC | 3.107 | 0,00 | 308 | 5,50 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 13.418 | 1.330 | ||||||
| 2025-11-12 | 13F | Maseco Llp | 584 | 0,00 | 58 | 5,56 | ||||
| 2025-10-24 | 13F | MADDEN SECURITIES Corp | 15.000 | 0,00 | 1.487 | 5,69 | ||||
| 2025-11-05 | 13F | Hantz Financial Services, Inc. | 576 | 0 | ||||||
| 2025-11-14 | 13F | Federation des caisses Desjardins du Quebec | 21.202 | -1,95 | 2.101 | 3,60 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Sequoia Financial Advisors, LLC | 182.396 | -12,35 | 18.077 | -7,37 | ||||
| 2025-10-21 | 13F | Salomon & Ludwin, LLC | 398 | -0,50 | 40 | 5,26 | ||||
| 2025-11-03 | 13F | Hallmark Capital Management Inc | 2 | -99,39 | 0 | -100,00 | ||||
| 2025-10-15 | 13F | Pensionmark Financial Group, Llc | 16.657 | -1,55 | 1.651 | 4,04 | ||||
| 2025-10-16 | 13F | John W. Brooker & Co., CPAs | 11.908 | 0,00 | 1.180 | 1,72 | ||||
| 2025-11-13 | 13F | Pathway Financial Advisers, LLC | 1.425 | 141 | ||||||
| 2025-10-28 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | TRUE Private Wealth Advisors | 3.457 | -25,97 | 343 | -21,92 | ||||
| 2025-11-12 | 13F | Freestone Capital Holdings, LLC | 3.107 | 27,44 | 308 | 34,65 | ||||
| 2025-11-03 | 13F | AE Wealth Management LLC | 4.642 | -18,92 | 460 | -14,18 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 39.615 | 6,88 | 3.715 | 13,92 | ||||
| 2025-11-12 | 13F | First International Bank of Israel Ltd. | 2.518 | -13,05 | 245 | -8,27 | ||||
| 2025-11-12 | 13F | Smart Money Group LLC | 9.577 | -4,94 | 949 | 0,53 | ||||
| 2025-11-12 | 13F | Huntington National Bank | 36 | -52,00 | ||||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | Gries Financial Llc | 20.459 | -1,70 | 2.028 | 3,90 | ||||
| 2025-10-23 | 13F | Coastal Investment Advisors, Inc. | 22.392 | -0,58 | 2.219 | 5,07 | ||||
| 2025-10-22 | 13F | Old Second National Bank Of Aurora | 2.800 | -7,77 | 278 | -2,46 | ||||
| 2025-10-24 | 13F | Cross Staff Investments Inc | 25.193 | 4,02 | 2.497 | 9,91 | ||||
| 2025-11-07 | 13F | Wealthbridge Capital Management, Llc | 4.495 | 3,91 | 446 | 9,88 | ||||
| 2025-11-10 | 13F | M3 Advisory Group, LLC | 14.512 | 5,95 | 1.438 | 11,99 | ||||
| 2025-10-15 | 13F | Tritonpoint Wealth, Llc | 2.660 | -13,64 | 264 | -8,68 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-27 | 13F | N.E.W. Advisory Services LLC | 250 | 0,00 | 25 | 4,35 | ||||
| 2025-11-03 | 13F | Private Wealth Asset Management, LLC | 132 | 0,00 | 13 | 8,33 | ||||
| 2025-11-13 | 13F | Crux Wealth Advisors | 19.694 | -3,57 | 1.952 | 1,88 | ||||
| 2025-11-07 | 13F | TCTC Holdings, LLC | 905 | 0,00 | 90 | 5,95 | ||||
| 2025-10-17 | 13F | Dumont & Blake Investment Advisors Llc | 14.373 | 4,64 | 1.425 | 10,56 | ||||
| 2025-10-15 | 13F | Matthew Goff Investment Advisor, LLC | 2.115 | 210 | ||||||
| 2025-10-17 | 13F | Sovereign Financial Group, Inc. | 3.374 | -61,03 | 334 | -58,87 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 2.863 | -93,02 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Plotkin Financial Advisors, LLC | 111.204 | -3,72 | 11.021 | 1,74 | ||||
| 2025-10-14 | 13F | Accelerate Investment Advisors LLC | 4.038 | -0,30 | 400 | 5,54 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Fifth Third Bancorp | 81 | -86,06 | 8 | -85,19 | ||||
| 2025-10-09 | 13F | NavPoint Financial, Inc. | 2.241 | 222 | ||||||
| 2025-10-28 | 13F | Harbour Trust & Investment Management Co | 196.344 | -0,15 | 19.460 | 5,51 | ||||
| 2025-10-16 | 13F | Whitaker-Myers Wealth Managers, LTD. | 411.410 | -37,53 | 40.775 | -33,98 | ||||
| 2025-10-30 | 13F | Stiles Financial Services Inc | 4.060 | 0,00 | 402 | 5,79 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Wedbush Securities Inc | 13.913 | -17,92 | 1 | 0,00 | ||||
| 2025-10-24 | 13F | Swmg, Llc | 7.823 | 7,53 | 802 | 11,39 | ||||
| 2025-11-14 | 13F | Raymond James Financial Inc | 3.215.101 | -16,22 | 318.649 | -11,46 | ||||
| 2025-10-21 | 13F | Saxony Capital Management, LLC | 2.165 | 0,00 | 215 | 5,42 | ||||
| 2025-10-30 | 13F | BIP Wealth, LLC | 2.209 | 0,00 | 219 | 5,31 | ||||
| 2025-11-12 | 13F | PSI Advisors, LLC | 44.177 | -47,74 | 4.378 | -44,78 | ||||
| 2025-11-14 | 13F | CI Private Wealth, LLC | 73.042 | -9,30 | 7.239 | -4,16 | ||||
| 2025-10-27 | 13F | Allen Capital Group, LLC | 61.256 | -3,66 | 6.071 | 1,81 | ||||
| 2025-11-13 | 13F | Parallel Advisors, LLC | 1.947 | 0,00 | 193 | 5,49 | ||||
| 2025-10-27 | 13F | Cornell Pochily Investment Advisors, Inc. | 23.525 | -4,76 | 2.332 | 0,65 | ||||
| 2025-10-20 | 13F | Avaii Wealth Management, Llc | 2.061 | 204 | ||||||
| 2025-11-04 | 13F | Cornerstone Wealth Management, LLC | 24.378 | 0,01 | 2.416 | 5,69 | ||||
| 2025-11-10 | 13F | Kovack Advisors, Inc. | 5.308 | 0,00 | 526 | 5,84 | ||||
| 2025-11-12 | 13F | Advisor OS, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | American Financial Advisors, LLC | 2.354 | 233 | ||||||
| 2025-11-04 | 13F | Keybank National Association/oh | 5.980 | 38,36 | 593 | 46,17 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-10-14 | 13F | Able Wealth Management LLC | 20.794 | 42,80 | 2.061 | 50,92 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | Santori & Peters, Inc. | 2.793 | -94,31 | 277 | -94,01 | ||||
| 2025-10-27 | 13F | Td Private Client Wealth Llc | 16.334 | -8,86 | 1.619 | -3,69 | ||||
| 2025-11-12 | 13F | Aptus Capital Advisors, LLC | 21.220 | 1,25 | 2.103 | 7,02 | ||||
| 2025-11-12 | 13F | Level Four Advisory Services, Llc | 295.147 | -17,55 | 29.252 | -12,87 | ||||
| 2025-11-06 | 13F | Eubel Brady & Suttman Asset Management Inc | 63.587 | 6,44 | 6 | 20,00 | ||||
| 2025-11-12 | 13F | Nomura Asset Management Co Ltd | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Resources Investment Advisors, LLC. | 510.535 | -7,46 | 50.599 | -2,21 | ||||
| 2025-10-08 | 13F | Tompkins Financial Corp | 46.005 | -10,69 | 4.560 | -5,63 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 3.610 | -95,64 | 8.546 | 10,06 | ||||
| 2025-11-12 | 13F | 360 Financial, Inc. | 5.844 | -1,60 | 579 | 4,14 | ||||
| 2025-10-22 | 13F | David R. Rahn & Associates Inc. | 37.260 | -0,96 | 3.693 | 4,65 | ||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 397.793 | -3,50 | 39.425 | 1,98 | ||||
| 2025-10-17 | 13F | Atlas Brown,Inc. | 4.403 | 0,94 | 436 | 6,60 | ||||
| 2025-11-03 | 13F | Bank of New York Mellon Corp | 214.649 | 2,53 | 21.274 | 8,35 | ||||
| 2025-11-12 | 13F | Rsm Us Wealth Management Llc | 5.596 | -30,51 | 555 | -26,62 | ||||
| 2025-11-10 | 13F | Rosenberg Matthew Hamilton | 458 | 0,00 | 45 | 7,14 | ||||
| 2025-11-12 | 13F | MGB Wealth Management, LLC | 8.604 | -0,81 | 852 | 4,80 | ||||
| 2025-11-14 | 13F | VestGen Advisors, LLC | 63.930 | -0,23 | 6.336 | 5,04 | ||||
| 2025-10-21 | 13F | Commonwealth Financial Services, LLC | 7.081 | -8,32 | 702 | -3,18 | ||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 1.492 | 11,59 | 148 | 17,60 | ||||
| 2025-11-06 | 13F | Glassy Mountain Advisors, Inc. | 7.189 | 3,45 | 713 | 9,37 | ||||
| 2025-10-29 | 13F | NorthCrest Asset Manangement, LLC | 82.954 | 2,01 | 8.302 | 5,41 | ||||
| 2025-11-06 | 13F | Johnson Investment Counsel Inc | 3.525 | -17,64 | 349 | -12,97 | ||||
| 2025-11-04 | 13F | Welch & Forbes Llc | 4.506 | 1,69 | 447 | 7,47 | ||||
| 2025-11-10 | 13F | Sigma Planning Corp | 97.700 | -16,99 | 9.683 | -12,28 | ||||
| 2025-10-16 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 19.785 | 7,06 | 1.961 | 13,10 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-10-23 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2.455 | 0,00 | 243 | 5,65 | ||||
| 2025-11-10 | 13F | Citigroup Inc | 201.257 | 2,37 | 19.947 | 8,18 | ||||
| 2025-11-06 | 13F | REAP Financial Group, LLC | 5 | 0,00 | 0 | |||||
| 2025-11-10 | 13F | First American Trust, Fsb | 2.719 | 0,00 | 270 | 5,49 | ||||
| 2025-11-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3.030 | 0,00 | 300 | 5,63 | ||||
| 2025-10-17 | 13F | Perigon Wealth Management, LLC | 82.078 | 3,80 | 8.135 | 9,68 | ||||
| 2025-11-12 | 13F | Traction Financial Partners, LLC | 2.235 | 0,54 | 222 | 6,25 | ||||
| 2025-11-13 | 13F | Fmr Llc | 42.479 | 8,97 | 4.210 | 15,15 | ||||
| 2025-11-12 | 13F | Mengis Capital Management, Inc. | 58.445 | 4,71 | 5.793 | 10,64 | ||||
| 2025-11-04 | 13F | Greykasell Wealth Strategies, Inc. | 18 | 2 | ||||||
| 2025-11-03 | 13F | Novare Capital Management Llc | 106.146 | 0,93 | 10.520 | 6,66 | ||||
| 2025-10-15 | 13F | Fiduciary Planning LLC | 17.673 | -9,89 | 1.752 | -4,79 | ||||
| 2025-11-13 | 13F | Bank Of Montreal /can/ | 5.021 | -13,49 | 498 | -8,64 | ||||
| 2025-10-27 | 13F | Paul Damon & Associates, Inc. | 4.451 | 0,00 | 441 | 5,76 | ||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-05 | 13F | Concord Wealth Partners | 68 | -63,64 | 7 | -64,71 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | PFG Investments, LLC | 11.502 | -3,07 | 1.140 | 2,43 | ||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 1.189 | 0 | ||||||
| 2025-10-07 | 13F | Defined Wealth Management, Llc | 13.919 | -1,25 | 1.380 | 4,39 | ||||
| 2025-11-04 | 13F | Atlantic Union Bankshares Corp | 360 | 0,00 | 36 | 6,06 | ||||
| 2025-11-14 | 13F | Integrated Wealth Concepts LLC | 6.323 | -2,62 | 627 | 2,79 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 30 | 3 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1.039 | 97 | ||||||
| 2025-10-22 | 13F | CoreCap Advisors, LLC | 1.551 | -38,77 | 154 | -35,44 | ||||
| 2025-11-04 | 13F | Tsfg, Llc | 221 | 0,00 | 0 | |||||
| 2025-10-16 | 13F | Burns Matteson Capital Management, LLC | 39.114 | -5,94 | 3.877 | -0,62 | ||||
| 2025-11-13 | 13F | Magnolia Capital Advisors Llc | 52.603 | -37,70 | 5.213 | -34,17 | ||||
| 2025-11-07 | 13F | Collaborative Wealth Managment Inc. | 32.775 | -5,75 | 3.248 | -0,40 | ||||
| 2025-10-16 | 13F | Harwood Advisory Group, LLC | 38.499 | 8,62 | 3.816 | 14,77 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | MSH Capital Advisors LLC | 2.179 | 0,00 | 216 | 5,39 | ||||
| 2025-11-07 | 13F | Axxcess Wealth Management, Llc | 14.809 | -0,27 | 1.468 | 5,39 | ||||
| 2025-11-14 | 13F | Morgan Stanley | 6.615.568 | -2,48 | 655.669 | 3,06 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 32.925 | -87,52 | 3.088 | -86,70 | ||||
| 2025-11-10 | 13F | Aspen Wealth Strategies, LLC | 163.131 | -12,45 | 16.168 | -7,48 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Beckerman Institutional, LLC | 7.019 | -4,35 | 696 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Ethos Financial Group, LLC | 221.250 | -0,38 | 21.928 | 5,27 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | IPG Investment Advisors LLC | 3.986 | -3,60 | 395 | 2,07 | ||||
| 2025-10-02 | 13F | GAMMA Investing LLC | 230 | 0,00 | 23 | 4,76 | ||||
| 2025-11-13 | 13F | Goodman Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 15.405 | 1.527 | ||||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | Call | 4.700 | -14,55 | 466 | -9,71 | |||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 39.198 | -40,43 | 3.885 | -37,07 | ||||
| 2025-10-24 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23.195 | 2,72 | 2.299 | 8,55 | ||||
| 2025-10-29 | 13F | Meitav Dash Investments Ltd | 8.742 | 66,64 | 858 | 75,61 | ||||
| 2025-10-08 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.655 | 14,90 | 362 | 21,48 | ||||
| 2025-11-12 | 13F | Barclays Plc | 606 | 0,00 | 60 | |||||
| 2025-11-13 | 13F | Natixis Advisors, L.p. | 11.333 | 1 | ||||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | 2.322.064 | -3,51 | 230.140 | 1,96 | ||||
| 2025-11-14 | 13F | IHT Wealth Management, LLC | 45.464 | -13,29 | 4.506 | -8,38 | ||||
| 2025-11-14 | 13F | Beck Capital Management, Llc | 6.033 | -0,18 | 598 | 5,48 | ||||
| 2025-10-30 | 13F | Triad Wealth Partners, LLC | 7.300 | 141,56 | 724 | 155,48 | ||||
| 2025-10-15 | 13F | Valued Retirements, Inc. | 7.661 | 0,00 | 719 | 0,00 | ||||
| 2025-10-14 | 13F | S.E.E.D. Planning Group LLC | 153.542 | 6,61 | 15.218 | 12,65 | ||||
| 2025-10-17 | 13F | FSC Wealth Advisors, LLC | 7.101 | -7,55 | 704 | -2,36 | ||||
| 2025-10-21 | 13F | Summit Wealth Partners, LLC | 15.221 | -0,13 | 1.509 | 5,53 | ||||
| 2025-11-06 | 13F | G2 Capital Management, Llc / Oh | 387.462 | 3,23 | 38.401 | 9,09 | ||||
| 2025-11-17 | 13F | First Foundation Advisors | 799.817 | -8,73 | 79.270 | -3,55 | ||||
| 2025-10-22 | 13F | Almanack Investment Partners, LLC. | 3.029 | 7,07 | 300 | 13,21 | ||||
| 2025-11-14 | 13F | Larson Financial Group LLC | 8.356 | -1,62 | 828 | 4,02 | ||||
| 2025-11-13 | 13F | Baird Financial Group, Inc. | 118.787 | -1,69 | 11.773 | 3,88 | ||||
| 2025-11-17 | 13F | Vivaldi Capital Management, LLC | 3.314 | 0,00 | 328 | 5,81 | ||||
| 2025-10-29 | 13F | Arkadios Wealth Advisors | 4.443 | 2,33 | 440 | 8,11 | ||||
| 2025-11-14 | 13F | Brown Advisory Inc | 13.579 | 0,00 | 1.346 | 5,66 | ||||
| 2025-11-07 | 13F | CFO4Life Group, LLC | 4.685 | 0,00 | 464 | 5,69 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Stephens Inc /ar/ | 373.699 | -4,63 | 37.037 | 0,78 | ||||
| 2025-11-14 | 13F | Cetera Investment Advisers | 1.223.448 | 99,85 | 121.256 | 111,19 | ||||
| 2025-11-13 | 13F | Visionary Wealth Advisors | 227.253 | -6,71 | 22.523 | -1,42 | ||||
| 2025-10-23 | 13F | Planned Solutions, Inc. | 298.684 | -1,71 | 29.603 | 3,86 | ||||
| 2025-10-09 | 13F | Dynamic Advisor Solutions LLC | 227.415 | -0,09 | 22.539 | 5,58 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 150 | 15 | ||||||
| 2025-10-29 | 13F | Bfsg, Llc | 80 | -11,11 | 8 | -12,50 | ||||
| 2025-10-29 | 13F | New Insight Wealth Advisors | 3.527 | -4,16 | 350 | 1,16 | ||||
| 2025-11-06 | 13F | Midwest Financial Group LLC | 56.884 | -0,43 | 5.638 | 5,21 | ||||
| 2025-11-18 | 13F | Stonebridge Financial Planning Group, LLC | 43.030 | 1,64 | 4.265 | 7,41 | ||||
| 2025-11-10 | 13F | Ascension Capital Advisors, Inc. | 10.194 | -1,75 | 1.010 | 3,80 | ||||
| 2025-11-12 | 13F | Tiaa Trust, National Association | 2.708 | -0,26 | 268 | 5,51 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 62 | 0,00 | 6 | 20,00 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 2.023 | 200 | ||||||
| 2025-11-12 | 13F | Commerce Bank | 2.215 | -10,61 | 220 | -5,60 | ||||
| 2025-10-20 | 13F | Lionsbridge Wealth Management LLC | 28.489 | 1,08 | 2.824 | 6,81 | ||||
| 2025-11-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 23.851 | -14,77 | 2.364 | -9,95 | ||||
| 2025-11-13 | 13F | Sfmg, Llc | 631.116 | 2,42 | 62.550 | 8,23 | ||||
| 2025-11-06 | 13F | Compass Advisory Group LLC | 24.251 | -71,50 | 2.403 | -69,89 | ||||
| 2025-11-03 | 13F | Ritter Daniher Financial Advisory LLC / DE | 9.764 | 968 | ||||||
| 2025-10-30 | 13F | Cornerstone Wealth Group, LLC | 7.957 | -0,33 | 789 | 5,35 | ||||
| 2025-11-05 | 13F | Kraft, Davis & Associates, LLC | 24.603 | -40,88 | 2.486 | -39,67 | ||||
| 2025-11-05 | 13F | MCF Advisors LLC | 81 | 0,00 | 8 | 14,29 | ||||
| 2025-10-28 | 13F | Darrow Company, Inc. | 76.002 | -4,68 | 7.721 | 3,25 | ||||
| 2025-10-24 | 13F | Philip James Wealth Mangement, LLC | 118.152 | -29,90 | 11.710 | -25,92 | ||||
| 2025-11-12 | 13F | Angeles Wealth Management, Llc | 194 | 0,00 | 19 | 5,56 | ||||
| 2025-11-13 | 13F | Betterment LLC | 39.954 | -5,33 | 4 | 0,00 | ||||
| 2025-11-03 | 13F | EPG Wealth Management LLC | 850 | 0,00 | 84 | 6,33 | ||||
| 2025-10-31 | 13F | Cheviot Value Management, LLC | 1.851 | 0,00 | 189 | 6,21 | ||||
| 2025-10-22 | 13F | Cerity Partners LLC | 336.774 | 0,40 | 33.378 | 6,09 | ||||
| 2025-11-03 | 13F | Cahill Financial Advisors Inc | 445.550 | -0,72 | 44.159 | 4,91 | ||||
| 2025-11-12 | 13F | PKS Advisory Services, LLC | 14.455 | 2,34 | 1.433 | 8,16 | ||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 168.673 | -4,03 | 16.717 | 1,41 | ||||
| 2025-11-03 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Western Pacific Wealth Management, LP | 6.867 | -13,81 | 681 | -8,97 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | Private Trust Co Na | 5.696 | -20,84 | 565 | -16,32 | ||||
| 2025-11-17 | 13F | Triumph Capital Management | 25.711 | 24,47 | 2.548 | 31,54 | ||||
| 2025-11-05 | 13F | Envestnet Asset Management Inc | 590.932 | -17,46 | 58.567 | -12,78 | ||||
| 2025-11-07 | 13F | HighTower Advisors, LLC | 603.876 | -0,14 | 59.851 | 5,52 | ||||
| 2025-11-12 | 13F | Palo Alto Wealth Advisors, Llc | 114.061 | -10,56 | 11.590 | -3,11 | ||||
| 2025-09-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 77.770 | 11,88 | 7.529 | 25,84 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 13.683 | -32,24 | 1.283 | -27,76 | ||||
| 2025-10-28 | 13F | JNBA Financial Advisors | 382.790 | -2,25 | 37.938 | 3,29 | ||||
| 2025-11-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 8.383 | 2,37 | 831 | 8,07 | ||||
| 2025-10-10 | 13F | Focus Financial Network, Inc. | 17.337 | -14,19 | 1.718 | -9,29 | ||||
| 2025-11-07 | 13F | L & S Advisors Inc | 26.006 | 9,95 | 2.577 | 16,19 | ||||
| 2025-11-12 | 13F | Cornerstone Financial Group, LLC /NE/ | 12.010 | -3,05 | 1.190 | 2,50 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 6.188 | -54,70 | 613 | -52,15 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | UMA Financial Services, Inc. | 281 | 2,55 | 28 | 8,00 | ||||
| 2025-11-10 | 13F | Cozad Asset Management Inc | 11.918 | -17,91 | 1.181 | -13,23 | ||||
| 2025-11-04 | 13F | Mutual Advisors, LLC | 36.404 | -11,63 | 3.733 | -8,69 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 28.994 | -3,98 | 2.874 | 1,45 | ||||
| 2025-10-08 | 13F | Legacy Private Trust Co. | 6.305 | -14,77 | 625 | -9,96 | ||||
| 2025-11-06 | 13F | Tacita Capital Inc | 64.101 | 0,42 | 6.353 | 6,13 | ||||
| 2025-10-24 | 13F | Oliver Luxxe Assets LLC | 8.346 | -10,74 | 827 | -5,59 | ||||
| 2025-11-06 | 13F | Graver Capital Management, LLC | 165.500 | -0,73 | 16.403 | 4,91 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 8.180 | -86,24 | 811 | -85,47 | ||||
| 2025-10-24 | 13F | Heck Capital Advisors, LLC | 11.189 | 0,00 | 1.109 | 5,62 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 3.800 | 377 | ||||||
| 2025-11-06 | 13F | TPG Advisors LLC | 92.325 | 2,84 | 9.150 | 8,68 | ||||
| 2025-11-14 | 13F | Northern Trust Corp | 20.290 | 29,22 | 2.011 | 36,55 | ||||
| 2025-10-22 | 13F | D.a. Davidson & Co. | 68.681 | 0,78 | 6.807 | 6,51 | ||||
| 2025-11-14 | 13F | Integrity Alliance, Llc. | 5.770 | -2,88 | 572 | 2,51 | ||||
| 2025-10-31 | 13F | Emergent Wealth Advisors, LLC | 2.751 | -4,94 | 273 | 0,37 | ||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | WealthPlan Investment Management, LLC | 101.042 | 3,61 | 10.014 | 9,49 | ||||
| 2025-10-20 | 13F | Rooted Wealth Advisors, Inc. | 20.941 | -38,04 | 2.117 | -35,08 | ||||
| 2025-11-03 | 13F | GPS Wealth Strategies Group, LLC | 28.320 | -5,37 | 2.807 | 0,00 | ||||
| 2025-11-12 | 13F | Davis R M Inc | 2.620 | 0,00 | 260 | 5,71 | ||||
| 2025-10-24 | 13F | Vantage Point Financial LLC | 29.528 | -0,43 | 2.926 | 5,21 | ||||
| 2025-11-14 | 13F | StoneX Group Inc. | 40.325 | 0,62 | 3.997 | 6,33 | ||||
| 2025-11-05 | 13F | Capital Investment Advisory Services, LLC | 48.598 | 1,29 | 4.817 | 7,05 | ||||
| 2025-10-29 | 13F | Intrua Financial, LLC | 4.367 | -2,35 | 433 | 3,10 | ||||
| 2025-11-13 | 13F | Members Wealth Llc | 2.649 | -68,15 | 266 | -63,61 | ||||
| 2025-11-10 | 13F | Advyzon Investment Management, LLC | 12.509 | 22,53 | 1.240 | 29,47 | ||||
| 2025-10-22 | 13F | Geneos Wealth Management Inc. | 295.181 | -6,75 | 29.255 | -1,46 | ||||
| 2025-10-08 | 13F | RDA Financial Network | 34.759 | -0,35 | 3.445 | 5,29 | ||||
| 2025-10-17 | 13F | Kaydan Wealth Management, Inc. | 8.808 | 0,00 | 873 | 5,57 | ||||
| 2025-11-13 | 13F | Rehmann Capital Advisory Group | 46.136 | -1,50 | 4.573 | 4,07 | ||||
| 2025-11-05 | 13F | Anson Capital, Inc. | 5.403 | -10,68 | 536 | -5,64 | ||||
| 2025-11-12 | 13F | Brinker Capital Investments, LLC | 30.094 | -15,19 | 2.983 | -10,40 | ||||
| 2025-11-12 | 13F | Cambridge Investment Research Advisors, Inc. | 706.544 | -4,15 | 70 | 1,45 | ||||
| 2025-11-03 | 13F | TD Waterhouse Canada Inc. | 255 | 26 | ||||||
| 2025-09-26 | NP | BLUX - Bluemonte Dynamic Total Market ETF | 49 | 5 | ||||||
| 2025-11-10 | 13F | GGM Financials LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | IAG Wealth Partners, LLC | 378 | 228,70 | 37 | 270,00 | ||||
| 2025-10-30 | 13F | Fortress Wealth Group, LLC | 84.541 | 1,06 | 8.561 | 5,52 | ||||
| 2025-10-14 | 13F | Berger Financial Group, Inc | 17.149 | 0,23 | 1.700 | 5,92 | ||||
| 2025-10-21 | 13F | Sentinel Pension Advisors Inc | 17.771 | -8,34 | 1.761 | -3,14 | ||||
| 2025-11-13 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 588.005 | 0,50 | 58.277 | 6,20 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Bell Bank | 2.491 | 0,00 | 247 | 5,58 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | Call | 3.900 | -74,68 | 387 | -73,27 | |||
| 2025-11-14 | 13F | Glen Eagle Advisors, LLC | 200 | 0,00 | 20 | 5,56 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 7.314 | -81,98 | 725 | -80,98 | ||||
| 2025-10-27 | 13F | Liberty One Investment Management, Llc | 27.154 | -2,62 | 2.691 | 2,91 | ||||
| 2025-11-04 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2025-11-17 | 13F | Morningstar Investment Management LLC | 77.770 | 0,00 | 8 | 0,00 | ||||
| 2025-10-29 | 13F | Beaumont Asset Management, L.L.C. | 219.300 | -5,85 | 21.735 | -0,51 | ||||
| 2025-11-03 | 13F | Archer Investment Corp | 83 | 0,00 | 8 | 14,29 | ||||
| 2025-10-24 | 13F | Madden Advisory Services, Inc. | 3.228 | -6,87 | 320 | -1,85 | ||||
| 2025-10-24 | 13F | Valmark Advisers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Principle Wealth Partners Llc | 10.294 | 0,00 | 1.020 | 5,70 | ||||
| 2025-11-07 | 13F | Standard Life Aberdeen plc | 12.008 | 0,00 | 1.182 | 4,98 | ||||
| 2025-10-14 | 13F | Southern Farm Bureau Life Insurance | 845.027 | 0,00 | 84 | 5,06 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 21.199 | 1,15 | 2.101 | 6,87 | ||||
| 2025-11-07 | 13F/A | Merit Financial Group, LLC | 5.484 | -14,11 | 544 | -9,20 | ||||
| 2025-11-12 | 13F | LPL Financial LLC | 6.402.685 | -2,41 | 634.570 | 3,13 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Arete Wealth Advisors, LLC | 2.711 | -20,80 | 0 | |||||
| 2025-11-12 | 13F | Blair William & Co/il | 35.561 | -6,05 | 3.524 | -0,73 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Roundview Capital LLC | 74.902 | -16,24 | 7.424 | -11,48 | ||||
| 2025-11-10 | 13F | MAI Capital Management | 168.942 | -10,65 | 16.744 | -5,58 | ||||
| 2025-10-21 | 13F | Intelligent Financial Strategies | 223 | -30,96 | 22 | -26,67 | ||||
| 2025-11-14 | 13F | Ausdal Financial Partners, Inc. | 5.437 | -14,78 | 539 | -10,03 | ||||
| 2025-11-14 | 13F | Northwestern Mutual Wealth Management Co | 515.424 | -5,56 | 51.084 | -0,20 | ||||
| 2025-10-30 | 13F | Migdal Insurance & Financial Holdings Ltd. | 660 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | XTX Topco Ltd | 2.822 | -90,74 | 280 | -90,24 | ||||
| 2025-10-22 | 13F | Commonwealth Equity Services, Llc | 1.552.751 | -13,70 | 154 | -8,93 | ||||
| 2025-10-17 | 13F | Sowell Financial Services LLC | 2.590 | -6,43 | 257 | -1,16 | ||||
| 2025-11-14 | 13F | Great Valley Advisor Group, Inc. | 26.269 | -29,47 | 2.604 | -25,48 | ||||
| 2025-10-31 | 13F | Whittier Trust Co Of Nevada Inc | 12.362 | 0,54 | 1.250 | 8,33 | ||||
| 2025-10-29 | 13F | Sugar Maple Asset Management, LLC | 3.838 | -5,65 | 380 | -0,26 | ||||
| 2025-11-13 | 13F | PCG Wealth Advisors, LLC | 9.463 | -13,04 | 938 | -8,14 | ||||
| 2025-10-17 | 13F | Indiana Trust & Investment Management CO | 72 | 0,00 | 7 | 16,67 | ||||
| 2025-11-10 | 13F | Ferguson Shapiro LLC | 70.809 | 0,24 | 7.018 | 5,93 | ||||
| 2025-11-14 | 13F | Bank Of America Corp /de/ | 6.283.572 | -7,43 | 622.765 | -2,18 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-10-17 | 13F | Goldstone Financial Group, LLC | 128.308 | 3,75 | 12.717 | 6,16 | ||||
| 2025-11-04 | 13F | Thrivent Financial For Lutherans | 9.242 | -94,94 | 1 | -100,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Provenance Wealth Advisors, LLC | 912.877 | -0,63 | 90.475 | 5,00 | ||||
| 2025-11-04 | 13F | Rik Saylor Financial, Inc. | 14.774 | -0,07 | 1.464 | 5,63 | ||||
| 2025-10-29 | 13F | HHM Wealth Advisors, LLC | 22.981 | -0,45 | 2.278 | 5,17 | ||||
| 2025-11-04 | 13F | Garrison Bradford & Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Ameriprise Financial Inc | 1.069.937 | -4,96 | 106.088 | 0,39 | ||||
| 2025-11-12 | 13F | Steward Partners Investment Advisory, Llc | 207.427 | 2,88 | 20.558 | 8,72 | ||||
| 2025-11-14 | 13F | Wiley Bros.-aintree Capital, Llc | 113.212 | 21,85 | 11.255 | 29,16 | ||||
| 2025-10-29 | 13F | Financial Management Network Inc | 485.935 | -2,81 | 49.065 | 1,31 | ||||
| 2025-10-31 | 13F | Sagespring Wealth Partners, Llc | 3.480 | -0,51 | 345 | 4,88 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Stifel Financial Corp | 491.277 | 0,56 | 48.690 | 6,26 | ||||
| 2025-11-07 | 13F | Texas Yale Capital Corp. | 2.250 | 0,00 | 223 | 5,21 | ||||
| 2025-11-05 | 13F | Soundwatch Capital LLC | 11.835 | -81,91 | 1.173 | -58,67 | ||||
| 2025-10-07 | 13F | First Community Trust Na | 8.242 | 0,00 | 817 | 5,56 | ||||
| 2025-11-12 | 13F | Lunt Capital Management, Inc. | 44.109 | -15,90 | 4.372 | -11,12 | ||||
| 2025-11-24 | 13F | CIBC Private Wealth Group, LLC | 13.969 | -20,15 | 1.385 | -15,61 | ||||
| 2025-10-15 | 13F | First PREMIER Bank | 1.065 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Tme Financial, Inc. | 27.498 | 4,37 | 2.725 | 10,32 | ||||
| 2025-11-06 | 13F | Summit Asset Management, LLC | 377.314 | 0,61 | 37.396 | 6,31 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 68.191 | -49,67 | 6.412 | -46,21 | ||||
| 2025-11-12 | 13F | Sunpointe, LLC | 52.225 | 11,80 | 5.176 | 18,12 | ||||
| 2025-10-20 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 2.446 | 0,00 | 242 | 5,68 | ||||
| 2025-11-03 | 13F | Paragon Advisors, LLC | 47.161 | -9,33 | 4.674 | -4,18 | ||||
| 2025-11-12 | 13F | Insigneo Advisory Services, Llc | 2.070 | 205 | ||||||
| 2025-11-14 | 13F | Capital Analysts, Inc. | 1.001 | 0,00 | 0 | |||||
| 2025-10-20 | 13F | Wolff Financial Management Llc | 2.029 | -30,47 | 201 | |||||
| 2025-11-12 | 13F | Richmond Investment Services, LLC | 298.125 | -4,72 | 29.547 | 0,68 | ||||
| 2025-10-27 | 13F | Concurrent Investment Advisors, LLC | 250.886 | 1,26 | 24.865 | 7,01 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Sageworth Trust Co of South Dakota | 4.679 | 0,00 | 464 | 5,71 | ||||
| 2025-11-13 | 13F | Legacy Capital Wealth Partners, LLC | 2.435 | 0,00 | 241 | 5,70 | ||||
| 2025-10-14 | 13F | Trust Co Of Vermont | 40 | 4 | ||||||
| 2025-10-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-08 | 13F | Peak Financial Advisors Llc | 11.427 | -10,25 | 1.133 | -5,19 | ||||
| 2025-10-23 | 13F | Etesian Wealth Advisors, Inc. | 189.235 | 5,24 | 18.755 | 11,21 | ||||
| 2025-11-10 | 13F | Pekin Hardy Strauss, Inc. | 10.845 | -3,56 | 1.075 | 1,90 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 737 | 57,14 | 69 | 68,29 | ||||
| 2025-10-14 | 13F | Farther Finance Advisors, LLC | 45.847 | -36,84 | 4.544 | -33,26 | ||||
| 2025-11-10 | 13F | Trajan Wealth LLC | 35.575 | -5,73 | 3.526 | -0,40 | ||||
| 2025-10-29 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3.001 | 0,00 | 0 | |||||
| 2025-10-24 | 13F | Iron Financial, LLC | 34.622 | -10,63 | 3.431 | -5,56 | ||||
| 2025-10-14 | 13F | Old National Bancorp /in/ | 2.474 | -11,52 | 245 | -6,49 | ||||
| 2025-10-14 | 13F | Berkshire Money Management, Inc. | 207.871 | -1,88 | 20.602 | 3,69 | ||||
| 2025-11-13 | 13F | LaSalle St. Investment Advisors, LLC | 2.347 | -3,22 | 0 | |||||
| 2025-10-22 | 13F | Massmutual Trust Co Fsb/adv | 168 | 0,00 | 17 | 6,67 | ||||
| 2025-11-13 | 13F | Bnp Paribas Arbitrage, Sa | 1.838 | 381,15 | 182 | 420,00 | ||||
| 2025-11-13 | 13F | SageView Advisory Group, LLC | 14.361 | -0,17 | 1.423 | -0,07 | ||||
| 2025-10-17 | 13F | Maryland Capital Advisors Inc. | 714 | 0,00 | 71 | 6,06 | ||||
| 2025-11-03 | 13F | Golden State Wealth Management, LLC | 204 | 0,00 | 20 | 5,26 | ||||
| 2025-11-17 | 13F | GWM Advisors LLC | 258.173 | 70,96 | 25.587 | 80,66 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6.642 | 1,14 | 623 | 7,80 | ||||
| 2025-10-14 | 13F | Red Mountain Financial, LLC | 2.832 | -2,07 | 281 | 3,32 | ||||
| 2025-11-12 | 13F | Roberts Glore & Co Inc /il/ | 45.091 | -1,74 | 4.469 | 3,83 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-08 | 13F | Marshall Financial Group LLC | 14.237 | -8,51 | 1.411 | -5,49 | ||||
| 2025-10-24 | 13F | Winthrop Advisory Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-13 | 13F | XY Planning Network, Inc. | 34.696 | 0,00 | 3.254 | 0,00 | ||||
| 2025-11-14 | 13F | Main Street Financial Solutions, LLC | 15.195 | -2,64 | 1.506 | 2,87 | ||||
| 2025-11-13 | 13F | Banque Transatlantique SA | 447 | 0,00 | 44 | 7,32 | ||||
| 2025-11-06 | 13F | Centerpoint Advisors, LLC | 450 | 0,00 | 0 | |||||
| 2025-11-06 | 13F | Roman Butler Fullerton & Co | 2.200 | 0,00 | 223 | 1,83 | ||||
| 2025-11-04 | 13F | Holistic Planning, LLC | 13.095 | -1,92 | 1.298 | 3,59 | ||||
| 2025-11-14 | 13F | Comerica Bank | 63.466 | -2,13 | 6.290 | 3,42 | ||||
| 2025-10-10 | 13F | Fifth Third Securities, Inc. | 35.481 | -32,40 | 3.517 | -28,58 | ||||
| 2025-11-12 | 13F | Lifeworks Advisors, LLC | 2.256 | -1,14 | 224 | 4,21 | ||||
| 2025-11-10 | 13F | Sound View Wealth Advisors Group, LLC | 5.523 | -1,04 | 547 | 4,59 | ||||
| 2025-11-13 | 13F | Minot DeBlois Advisors LLC | 1.135 | 0,00 | 112 | 5,66 | ||||
| 2025-11-14 | 13F | Sofos Investments, Inc. | 1.214 | 264,56 | 120 | 313,79 | ||||
| 2025-10-27 | 13F | WealthPLAN Partners, LLC | 44.379 | 2,01 | 4.398 | 7,79 | ||||
| 2025-10-21 | 13F | Buttonwood Financial Advisors Inc. | 298.563 | 11,72 | 29.591 | 18,05 | ||||
| 2025-11-10 | 13F | Rollins Financial Advisors, LLC | 16.605 | -7,78 | 1.646 | -2,55 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 3.470 | 0,00 | 325 | 6,56 | ||||
| 2025-10-20 | 13F | Pure Financial Advisors, Inc. | 2.593 | -11,14 | 257 | -6,23 | ||||
| 2025-10-29 | 13F | Financial Advisory Service, Inc. | 4.723 | -7,30 | 468 | -1,89 | ||||
| 2025-11-13 | 13F | Crewe Advisors LLC | 1.182 | -2,31 | 117 | 3,54 | ||||
| 2025-10-07 | 13F | First International Bank & Trust | 20.492 | -9,08 | 2.031 | -3,93 | ||||
| 2025-11-14 | 13F | Quantinno Capital Management LP | 25.333 | -4,54 | 2.511 | 0,84 | ||||
| 2025-10-29 | 13F | GatePass Capital, LLC | 2.648 | 0,00 | 262 | 5,65 | ||||
| 2025-11-14 | 13F | Truvestments Capital Llc | 742 | 0,00 | 74 | 5,80 | ||||
| 2025-11-24 | 13F | TD Capital Management LLC | 2.891 | 0,00 | 286 | 5,54 | ||||
| 2025-11-10 | 13F | Hartland & Co., LLC | 600 | 0,00 | 59 | 5,36 | ||||
| 2025-11-12 | 13F | Kingsview Wealth Management, LLC | 5.216 | 40,03 | 517 | 47,85 | ||||
| 2025-12-02 | 13F | Stillwater Wealth Management Group | 2.485 | -54,28 | 246 | -48,54 | ||||
| 2025-11-07 | 13F | Sierra Ocean, Llc | 16.666 | -87,20 | 1.652 | -86,47 | ||||
| 2025-10-22 | 13F | Endeavor Private Wealth, Inc. | 6.932 | 9,13 | 687 | 15,29 | ||||
| 2025-11-12 | 13F | Weaver Consulting Group | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Colonial Trust Co / SC | 836 | 0,00 | 83 | 5,13 | ||||
| 2025-11-18 | 13F | Advisory Services Network, LLC | 3.229 | -4,66 | 320 | -2,45 |
Other Listings
| US:MOAT | 105,02 $ |
