Grundlæggende statistik
| Institutionelle ejere | 740 total, 740 long only, 0 short only, 0 long/short - change of 4,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6566 % - change of -6,35% MRQ |
| Institutionelle aktier (lange) | 145.248.851 (ex 13D/G) - change of 13,49MM shares 24,66% MRQ |
| Institutionel værdi (lang) | $ 11.748.315 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (MX:DGRW) har 740 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 145,248,851 aktier. Største aktionærer omfatter Pnc Financial Services Group, Inc., LPL Financial LLC, Bank Of America Corp /de/, Morgan Stanley, Ameriprise Financial Inc, Hamilton Capital, LLC, Raymond James Financial Inc, HighTower Advisors, LLC, UBS Group AG, and Envestnet Asset Management Inc .
WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (BMV:DGRW) 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
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 21.613 | 0,93 | 1.810 | 5,79 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 1.300 | 0,00 | 109 | 4,85 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 329.125 | -0,38 | 27.561 | 4,46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 22.274 | -73,36 | 1.865 | -72,08 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 3.172 | -18,33 | 266 | -14,52 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 3.396 | 11,27 | 284 | 16,87 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 17.461 | -5,38 | 1.462 | -0,75 | ||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 87.127 | 0,00 | 7.296 | 4,87 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 78.970 | -0,21 | 6.613 | 4,64 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5.644 | 0,02 | 473 | 4,89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 86.284 | 39,90 | 7.225 | 46,70 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 39.587 | 5,35 | 3.315 | 10,50 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 333 | 0,00 | 28 | 3,85 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3.329 | -8,92 | 279 | -4,47 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 212.570 | 1,38 | 17.801 | 6,30 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 4.620 | 0,00 | 387 | 4,89 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 310 | 0,00 | 26 | 4,17 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 8.495 | 10,40 | 711 | 15,80 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 600 | 50 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 22.339 | -6,66 | 1.871 | -2,15 | ||||
| 2025-05-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 41.179 | 1,63 | 3.448 | 6,58 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 80.609 | -0,70 | 6.750 | 4,13 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 101.824 | 2,63 | 8.527 | 7,61 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4.686 | -6,75 | 392 | -2,24 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8.128 | 16,15 | 681 | 21,86 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1.273 | 0,24 | 107 | 4,95 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 101.777 | -1,99 | 8.627 | 4,03 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 150 | 0,00 | 13 | 9,09 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5.002 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 9.980 | 836 | ||||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 3.000 | 0,00 | 251 | 5,02 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 7.762 | 0,00 | 650 | 4,85 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 3.562 | 0,00 | 298 | 4,93 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 84.108 | 77,39 | 7.043 | 86,03 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 5.803 | 17,73 | 486 | 23,41 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8.280 | 369,65 | 1 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 409 | 0,00 | 34 | 6,25 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 2.600 | 218 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Allie Family Office LLC | 18.129 | 0,00 | 1.518 | 4,91 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7.783 | -11,17 | 670 | -4,29 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4.228 | 354 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 500 | 0,00 | 42 | 5,13 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 17.941 | 4,88 | 1.502 | 9,96 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 22.126 | -38,62 | 1.871 | -33,59 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 521.262 | -5,88 | 43.650 | -1,31 | ||||
| 2025-07-16 | 13F | Taiyo Life Insurance Co | 525.000 | -38,24 | 44 | -35,82 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 49 | 0,00 | 4 | 33,33 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 222 | 19 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6.660 | -46,93 | 558 | -44,41 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 1.964 | -13,37 | 164 | -9,39 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 17 | 1 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 266 | 0,00 | 22 | 4,76 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 24.198 | -0,93 | 2.026 | 3,90 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 25.426 | -1,11 | 2.129 | 3,70 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12.824 | -23,52 | 1.079 | -19,78 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 71.622 | -0,50 | 6 | 0,00 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 7.353 | 0,00 | 616 | 4,77 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2.125 | -56,49 | 178 | -54,62 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 8.891 | 745 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3.399 | -6,54 | 285 | 7,98 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 440 | 0,00 | 37 | 2,86 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 402.419 | 6,30 | 33.699 | 11,46 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 638.089 | 184,93 | 53.434 | 198,78 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 75.927 | -0,95 | 6.358 | 3,87 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 10.422 | -1,56 | 873 | 3,20 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 16.149 | 17,72 | 1.352 | 23,47 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 168.852 | 2,62 | 14.140 | 7,60 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 140.023 | -1,25 | 11.726 | 3,55 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 65.754 | 0,15 | 5.506 | 5,02 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 22.989 | 0,00 | 1.925 | 4,90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 382.970 | 5,76 | 32.070 | 10,90 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18.877 | -9,47 | 1.581 | -5,11 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 22.338 | 72,04 | 1.871 | 80,50 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 40.715 | -3,63 | 3.407 | 1,10 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 117.955 | 2,21 | 9.878 | 7,18 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 13.884 | 0,00 | 1.163 | 4,87 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 108 | 9,09 | 9 | 28,57 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 82.175 | 2,67 | 6.881 | 7,67 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 36.237 | 0,98 | 3.034 | 5,90 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10.588 | 0,04 | 887 | 4,85 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 4.320 | 0,00 | 362 | 4,94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19.788.159 | 1,70 | 1.657.060 | 6,64 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 4.061 | -80,56 | 340 | -79,62 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 26 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7.818 | -19,02 | 655 | -15,28 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 384.432 | 0,39 | 32 | 6,67 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1.619 | 57,03 | 136 | 64,63 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 47.549 | -0,07 | 3.982 | 4,79 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11.119 | -10,08 | 931 | -5,67 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 7.118 | -6,73 | 596 | -2,13 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 18.263 | -0,93 | 1.529 | 3,87 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 9.697 | 7,90 | 812 | 13,25 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8.673.468 | 2,73 | 726.316 | 7,72 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 989 | 83 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 2.928 | -24,01 | 245 | -20,20 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 4.980 | 0,00 | 417 | 5,04 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 4.451 | 0,00 | 373 | 4,79 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20.605 | -20,64 | 1.725 | -16,79 | ||||
| 2025-08-08 | 13F | Creative Planning | 224.536 | -8,32 | 18.803 | -3,87 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 306.942 | 2,98 | 26 | 8,70 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18.463 | -24,42 | 1.474 | -25,40 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 126 | 0,80 | 11 | 0,00 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 384.919 | -4,54 | 32.233 | 0,09 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 284.906 | 0,03 | 23.858 | 4,88 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.823 | -17,17 | 153 | -13,14 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 42.738 | 100,41 | 3.496 | 105,28 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1.401.381 | 38,98 | 117.352 | 45,74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2.436.892 | 3,36 | 204.065 | 8,39 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 8.326 | 0,00 | 697 | 4,97 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 8.285 | 180,47 | 694 | 194,89 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 94.874 | -5,81 | 7.945 | -1,23 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 100.214 | 8.392 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 8.104 | 0,20 | 684 | 5,89 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 441 | 15,75 | 0 | |||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14.607 | 5,69 | 1.223 | 10,88 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 139.069 | 0,12 | 11.646 | 4,99 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 578 | 0,00 | 50 | 8,89 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 21.617 | 10,90 | 1.810 | 16,32 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 27 | 2 | ||||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 6.904 | -1,30 | 578 | 3,58 | ||||
| 2025-08-01 | 13F | First National Trust Co | 136.874 | 1,45 | 11.462 | 6,38 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 262 | 0,00 | 22 | 5,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 175.923 | 30,27 | 14.732 | 36,60 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 129.999 | -12,73 | 10.886 | -8,49 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 4.777 | 0,00 | 381 | -1,30 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 84.417 | 0,85 | 7.069 | 5,76 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 4.212 | 0,02 | 353 | 4,76 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 6.489 | 0,00 | 543 | 4,83 | ||||
| 2025-08-12 | 13F | Bokf, Na | 837 | 70 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 480 | 0,42 | 40 | 5,26 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1.879 | 157 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 467 | 0,00 | 39 | 5,41 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 874.834 | -1,16 | 73.259 | 3,64 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 32.214 | -1,92 | 2.698 | 2,82 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 17.985 | -3,29 | 1.506 | 1,41 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 261 | 0,00 | 22 | 5,00 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 17 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 28.243 | 29,85 | 2.365 | 36,23 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 41.653 | 13,72 | 3.488 | 19,25 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 555 | 0,00 | 46 | 4,55 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 55.279 | 5 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4.418 | -6,16 | 370 | -1,60 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 2.812 | 1,30 | 235 | 6,33 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 330.379 | 3,23 | 27.666 | 8,25 | ||||
| 2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 6.000 | 0,00 | 502 | 4,80 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 6.481 | 0,40 | 543 | 5,24 | ||||
| 2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 6.391 | 535 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 3.246 | 0,00 | 272 | 4,63 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3.343 | 280 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6.940.040 | 7,95 | 581.078 | 13,21 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 180.137 | 2,03 | 15.085 | 6,99 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 7.461 | 625 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 38 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 4.847 | 0,41 | 406 | 5,19 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 121.496 | -10,00 | 10.174 | -5,62 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1.770 | 4,36 | 148 | 9,63 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6.588 | 0,00 | 526 | -4,01 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 41.505 | 59,13 | 3.476 | 66,91 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 2.700 | 0,00 | 226 | 5,12 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 442.863 | 14,00 | 37.085 | 19,54 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7.230 | 15,00 | 605 | 20,52 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 5.031 | -0,04 | 421 | 4,99 | ||||
| 2025-09-19 | 13F | Watts Gwilliam & Co., LLC | 6.411 | -25,42 | 570 | -16,91 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 9.696 | 0,00 | 812 | 4,78 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7.444 | 177,55 | 623 | 191,12 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 15.829 | -7,34 | 1.342 | 4,36 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 755 | 0,00 | 63 | 5,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 9.825 | 0,00 | 823 | 4,85 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 314.479 | 7,32 | 26.335 | 12,53 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 8.025 | 0,00 | 672 | 5,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5.289 | 40,63 | 443 | 47,33 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 99.110 | 3,39 | 8.299 | 8,41 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 376.331 | 6,68 | 31.514 | 11,86 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 23.599 | 21,02 | 1.976 | 26,91 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 265.543 | 18,04 | 22.237 | 23,77 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 15.985 | 0,00 | 1.339 | 4,86 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 374.931 | -2,24 | 31.827 | 3,91 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8.720 | 4,43 | 730 | 9,61 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 292.224 | -1,29 | 24 | 4,35 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 487.073 | 6,96 | 40.787 | 12,15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 10.864 | -0,59 | 910 | 4,24 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 78.848 | -36,51 | 6.603 | -33,43 | ||||
| 2025-08-07 | 13F | PFG Advisors | 21.505 | 5,72 | 1.801 | 10,84 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 26.210 | 7,03 | 2.195 | 12,23 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 39 | 2,63 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 13.585 | -0,17 | 1.138 | 4,70 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 4.904 | -4,63 | 411 | 0,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 101.313 | 7,30 | 8.502 | 13,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 530.229 | -6,97 | 44.409 | -2,44 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 2.543 | 0,00 | 213 | 4,43 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2.530 | 0,36 | 213 | 5,97 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 3.391 | 0,00 | 271 | -1,46 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 174.262 | 2,67 | 14.593 | 7,66 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 3.883 | -15,22 | 325 | -10,96 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4.703 | 53,89 | 394 | 61,07 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21.874 | 15,27 | 1.832 | 20,86 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2.672 | 0,41 | 224 | 5,19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 758.450 | 4,50 | 63.513 | 9,57 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 43.445 | -0,39 | 3.638 | 4,45 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 16.349 | 0,30 | 1.369 | 5,23 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 25.192 | -30,42 | 2.110 | -27,05 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 2.622 | 220 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 132.406 | 124,01 | 11.088 | 134,89 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1.371 | 115 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15.262 | 9,26 | 1.278 | 14,62 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 36.460 | 0,12 | 3.053 | 4,99 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 5.078 | 425 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 32.160 | -3,32 | 2.760 | 9,22 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3.181 | 266 | ||||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 19.580 | -3,99 | 1.640 | 0,68 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 865 | 0,00 | 72 | 4,35 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 9.086 | 0,00 | 761 | 4,83 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 12.802 | -22,55 | 1.072 | -18,79 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 436 | -11,92 | 36 | -7,69 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1.291.134 | -1,64 | 108.120 | 3,14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5.749 | 13,33 | 481 | 18,77 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 642.467 | 1,75 | 53.800 | 6,69 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 17.656 | 1,56 | 1.490 | 6,97 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5.033 | -1,47 | 421 | 2,68 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 54.586 | -0,91 | 4.571 | 3,91 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 22.787 | -0,41 | 1.908 | 4,43 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 878 | 74 | ||||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 88.520 | 414,68 | 7.413 | 439,84 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 11.248 | 15,64 | 942 | 21,26 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 104.316 | -2,52 | 8.735 | 2,21 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 2.700 | 0,00 | 226 | 5,12 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7.289 | -19,95 | 1 | |||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 70.158 | 18,49 | 5.875 | 24,26 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 6.183 | -10,26 | 518 | -7,18 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 4.387 | -45,03 | 367 | -42,39 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 2.653 | 1.507,88 | 222 | 1.607,69 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 20.270 | -0,60 | 1.697 | 4,24 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 191.395 | -1,82 | 16.027 | 2,95 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 142 | 0,00 | 12 | 0,00 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 24.809 | -43,18 | 2.078 | -40,44 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 8.495 | 0,00 | 711 | 4,87 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 35.341 | -11,92 | 2.960 | -7,65 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 3.808 | -43,60 | 319 | -41,00 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 832.066 | 2,77 | 69.677 | 7,77 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25.564 | -6,36 | 2.141 | -1,83 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 5.150 | 5,17 | 431 | 10,23 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 4.600 | 0,00 | 385 | 4,90 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 21.320 | -3,10 | 1.785 | 1,59 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 795.448 | 1,64 | 66.611 | 6,57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 517.188 | -0,27 | 43.309 | 4,57 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2.543 | -12,28 | 213 | -8,23 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 42.946 | -22,14 | 3.596 | -15,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 12.468.833 | -2,53 | 1.044.140 | 2,20 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1.288 | 550,51 | 108 | 613,33 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 25.645 | 8,75 | 2.148 | 14,02 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 53.978 | 262,41 | 4.520 | 280,15 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 32.318 | 1,22 | 2.706 | 6,16 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 14.047 | -0,35 | 1.176 | 3,16 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3.596 | 0,22 | 301 | 5,24 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 820.492 | 2,09 | 68.708 | 7,05 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1.175 | 0,00 | 98 | 5,38 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 83.907 | 1,63 | 7.026 | 6,57 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 8.085 | 677 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 41 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3.370 | 0,00 | 282 | 4,83 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 115.697 | 0,21 | 9.688 | 5,09 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 400 | 0,00 | 33 | 6,45 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 2.683 | 0,19 | 225 | 5,16 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 712 | 26,69 | 60 | 34,09 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 114.470 | -1,72 | 9.586 | 3,05 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1.340 | 0,83 | 112 | 4,67 | ||||
| 2025-07-17 | 13F | KWB Wealth | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 453 | 0,00 | 38 | 2,78 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 231 | -24,01 | 19 | -20,83 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 18.372 | 376,70 | 1.538 | 394,53 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5.869 | 4,50 | 491 | 9,60 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 59.391 | -16,21 | 4.973 | -12,14 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 7.725 | 1,89 | 647 | 6,78 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 21.599 | -4,90 | 1.809 | -0,28 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 7.995 | 0,00 | 670 | 4,86 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 4.157 | 0,00 | 348 | 5,14 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 396.283 | 0,93 | 34.053 | 9,96 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.045.384 | -4,71 | 87.540 | -0,08 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 62.604 | 9,89 | 5.242 | 15,23 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 89.184 | 1,51 | 7.468 | 6,44 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 30.878 | -5,29 | 2.586 | -0,69 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 28.416 | 1,36 | 2.380 | 6,30 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 242 | 0,00 | 20 | 5,26 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 5.889 | 6,43 | 493 | 11,79 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 615.506 | 19,90 | 51.542 | 25,72 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.675.001 | 7,60 | 140.264 | 12,82 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 81.925 | 11,74 | 6.860 | 17,18 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 5.041 | -16,44 | 422 | -12,27 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 67.973 | 6,17 | 5.692 | 11,35 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3.332 | 0,00 | 279 | 4,89 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 2.954 | 0,07 | 236 | -1,26 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 40.251 | 7,40 | 3.371 | 12,63 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 308.776 | -5,01 | 25.857 | -0,39 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 9.768 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 86.368 | 6,36 | 7.235 | 11,52 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 10.466 | 14,96 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13.547 | -17,84 | 1.134 | -13,83 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.157.920 | -4,40 | 98.684 | 2,02 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 16.905 | 0,34 | 1.416 | 5,20 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2.703 | 233 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 306 | 0,33 | 26 | 4,17 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17.483 | -5,31 | 1.464 | -0,68 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 226 | -84,82 | 19 | -84,75 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 6.742 | 6,44 | 538 | 5,08 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7.584 | -6,82 | 649 | -0,15 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1.030 | -22,56 | 86 | -21,82 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 582 | 49 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 30 | -95,22 | 3 | -96,00 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 611 | 19,34 | 52 | 30,77 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 29.924 | 28,48 | 2.506 | 34,68 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 30.894 | -10,31 | 2.587 | -5,93 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 12.031 | -22,41 | 1.007 | -18,66 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1.820 | 0,00 | 152 | 10,14 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 6.815 | -58,62 | 571 | -56,65 | ||||
| 2025-07-16 | 13F | American National Bank | 842 | -3,88 | 71 | 1,45 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2.688 | -2,86 | 225 | 2,27 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 6.921 | 0,00 | 553 | -1,43 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 381 | -19,62 | 32 | -16,22 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 104 | 0,00 | 9 | 0,00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 14.200 | 1.189 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5.161 | -29,08 | 432 | -25,65 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 598.854 | 2,14 | 50.148 | 7,10 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 549.082 | -8,52 | 45.980 | -4,07 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 3.796 | 0,00 | 303 | -3,50 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 4.639 | 16,18 | 388 | 22,01 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 3.515 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 49.239 | -54,11 | 4.123 | -51,88 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 2.926 | 0,00 | 245 | 5,15 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 3.576 | 0,03 | 299 | 4,91 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 20.983 | 117,15 | 1.757 | 127,89 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 100.296 | 153,86 | 8.399 | 166,18 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 359.257 | 2,73 | 30.084 | 7,73 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 5.680 | 476 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 52.373 | 6,97 | 4.386 | 12,15 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 136.049 | -17,97 | 11.393 | -13,99 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 89.614 | -15,94 | 7.504 | -11,85 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 3.962 | -4,81 | 332 | -0,30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2.849.118 | -1,70 | 238.585 | 3,08 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 8.891 | 745 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1.570 | 0,00 | 131 | 3,15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 81.283 | 0,04 | 6.807 | 4,90 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8.200 | -6,86 | 687 | -2,42 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 5.971 | 1,07 | 500 | 6,16 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 667.745 | 0,17 | 55.917 | 5,04 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 90 | 0,00 | 8 | 0,00 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 11.489 | 0,00 | 962 | 4,91 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 9.740 | 816 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 59.160 | 0,33 | 4.954 | 5,20 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11.941 | 8,77 | 1.000 | 14,04 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7.173 | -4,80 | 601 | -0,17 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 3.322 | -4,21 | 278 | 0,72 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 8.424 | -29,80 | 1 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 65.015 | 3,64 | 5.444 | 8,68 | ||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Plc | 62.700 | -5,71 | 5.250 | -1,13 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 192.923 | 3,41 | 16.155 | 8,44 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 4.000 | 0,00 | 335 | 4,70 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 6.887 | -0,35 | 577 | 4,54 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 12.792 | 10,71 | 1.071 | 16,16 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 51.418 | 0,41 | 4.306 | 5,28 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 72.461 | -6,29 | 6.068 | -1,75 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 379.667 | -11,94 | 31.793 | -7,66 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 10.604 | 11,20 | 914 | 20,11 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51.475 | -4,60 | 4.311 | 0,05 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 208.315 | 5,05 | 17.444 | 10,15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.598.017 | 0,76 | 133.818 | 5,66 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 14.832 | 0,00 | 1.242 | 4,90 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5.609 | 0,00 | 470 | 4,92 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 24.763 | 1,76 | 2.074 | 6,69 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 23.762 | 11,50 | 1.990 | 15,37 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 47.513 | 170,93 | 3.979 | 184,14 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7.536 | -2,82 | 631 | 1,94 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 960 | 214,75 | 80 | 233,33 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 180 | 0,00 | 15 | 7,14 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 8.713 | 0,00 | 730 | 4,89 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 21.174 | 11,96 | 1.773 | 17,42 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 3.700 | 0,00 | 310 | 4,75 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 172.359 | 8,97 | 14.442 | 14,34 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 22.323 | -1,03 | 1.916 | 8,62 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 109.465 | 3,56 | 9.167 | 8,60 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 73 | 0,00 | 6 | 20,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4.667 | 0,00 | 391 | 4,84 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7.749 | 154.880,00 | 649 | |||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 410 | 5,94 | 34 | 13,33 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 3.828 | 321 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 56.153 | -27,78 | 4.702 | -24,27 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 21.779 | 0,00 | 1.824 | 4,83 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1.954.303 | -13,46 | 163.653 | -9,25 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6.734 | 134,23 | 564 | 145,85 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10.799 | 0,20 | 904 | 5,12 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 59.616 | -11,73 | 4.992 | -7,44 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 317 | 0,00 | 27 | 4,00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 595 | 0,00 | 50 | 4,26 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 14.987 | 24,83 | 1.255 | 31,00 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 22.093 | 0,20 | 1.850 | 5,11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 143 | 0,00 | 12 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 279.285 | -2,47 | 23.387 | 2,27 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 5.416 | 0,00 | 454 | 4,86 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 51.695 | -69,61 | 4.329 | -68,14 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 121.218 | 2,42 | 10.114 | 7,02 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 13.690 | 367,24 | 1.146 | 391,85 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 40.611 | -4,50 | 3.401 | 0,12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10.353 | -1,50 | 867 | 3,34 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 5.378 | 0,00 | 450 | 4,90 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 41.274 | 5,02 | 3.456 | 10,13 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 71.335 | 4,91 | 5.974 | 10,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 125.691 | -1,64 | 10.525 | 3,14 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 166.355 | 13,36 | 13.931 | 18,87 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 10.749 | -6,45 | 900 | -1,85 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 537.459 | 1,35 | 45 | 4,76 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 158.640 | 19,25 | 13.285 | 25,04 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 124.470 | 17,47 | 10.516 | 23,92 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2.111 | 177 | ||||||
| 2025-08-13 | 13F | Ted Buchan & Co | 11.436 | -8,48 | 958 | -4,01 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 268 | 0,00 | 22 | 4,76 | ||||
| 2025-05-05 | 13F | Edgemoor Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 7.846 | -4,02 | 657 | 0,77 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 21.173 | 10,11 | 1.773 | 15,50 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 15.735 | 42,80 | 1.318 | 49,83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 594.448 | -10,63 | 49.779 | -6,29 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 4.884 | 0,00 | 408 | 4,88 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4.173 | 40,36 | 349 | 47,26 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 4.536 | 0,00 | 380 | 4,70 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 114.299 | 2,24 | 9.571 | 7,21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 159.032 | 3,02 | 13.317 | 8,02 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 72.223 | -4,01 | 6.048 | 0,65 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 624.253 | -2,41 | 52.275 | 2,33 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 18.415 | 0,00 | 1.542 | 4,90 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29.070 | -6,41 | 2.434 | -1,85 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27.039 | 329,67 | 2.264 | 351,00 | ||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 424 | 0,00 | 0 | |||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 267 | 4,30 | 22 | 10,00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42.269 | 0,00 | 3.601 | 12,15 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10.601 | 4,10 | 888 | 9,10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12.422.037 | 4,99 | 1.040.221 | 10,09 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 46.144 | 32,70 | 3.864 | 39,14 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12.650 | -15,58 | 1.059 | -11,45 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 150 | 0,00 | 13 | 9,09 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 4.175 | 12,08 | 350 | 17,51 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 19.708 | 3,29 | 1.650 | 8,34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 398.238 | -1,37 | 33 | 3,13 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4.210 | 353 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 810.820 | -0,74 | 67.898 | 4,09 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 19.178 | 0,27 | 1.606 | 5,11 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 10.345 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 266.894 | -2,77 | 22.350 | 1,95 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 250 | 0,00 | 21 | 5,26 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 182.625 | 2,98 | 15.293 | 7,99 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 286.100 | 23.958 | ||||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 229.642 | 1,74 | 19.230 | 5,96 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 1.965 | 35,89 | 165 | 42,61 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 3.912 | 328 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 767.357 | -0,23 | 64.258 | 4,62 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 33.546 | -5,17 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1.429 | 117,17 | 120 | 128,85 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1.706 | 8,25 | 143 | 13,60 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 7.340 | 0,00 | 615 | 4,78 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 150 | 0,00 | 13 | 9,09 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4.070 | -42,13 | 337 | -39,93 | ||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 277.374 | 15,50 | 23.227 | 21,11 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 869 | 0,00 | 75 | 7,25 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 6.893.933 | 2,91 | 577.298 | 7,91 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 126.060 | -1,82 | 10.556 | 2,96 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 13.768 | 0,10 | 1.153 | 4,92 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 3.572 | 2,23 | 299 | 7,17 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 9.825 | 0,00 | 823 | 4,85 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 159.485 | -7,60 | 13.728 | 2,61 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 49.221 | 126,29 | 4.122 | 137,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 866.443 | 0,19 | 72.556 | 5,06 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 16.280 | 0,49 | 1.372 | 7,44 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3.600 | 20,68 | 301 | 41,98 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5.179 | 3,09 | 434 | 7,98 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 282.059 | 23.620 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4.794 | -68,03 | 401 | -66,50 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 163.760 | 1,13 | 13.713 | 6,04 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 14.987 | 45,76 | 1.255 | 47,30 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 4.078 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Connable Office Inc | 312.643 | 12,43 | 26.181 | 17,89 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 27.718 | 0,33 | 2.319 | 5,08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 251.701 | 17,67 | 21.002 | 24,11 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3.120 | 0,00 | 261 | 4,82 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 6.879 | 296,94 | 576 | 317,39 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 876.024 | 1,02 | 73.358 | 5,92 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2.523 | 0,00 | 211 | 4,98 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 376.167 | 5,72 | 31.500 | 10,86 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 279.635 | -5,45 | 23 | 0,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5.199 | -0,40 | 438 | 5,04 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4.662 | -10,21 | 390 | -5,80 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 301.799 | 2,11 | 25.273 | 7,07 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 57.627 | 2,02 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21.591 | 5,30 | 1.808 | 10,45 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 3.605 | -15,28 | 302 | -11,21 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 5.047 | 51,06 | 423 | 58,65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-04-11 | 13F | Impact Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 426.417 | 76,33 | 35.708 | 84,90 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 118.983 | 8,89 | 9.964 | 14,18 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 16.263 | 0,26 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6.269 | 602,02 | 525 | 670,59 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 13.708 | 0,00 | 1.148 | 4,84 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6.208 | 22,98 | 520 | 28,78 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 27.695 | -10,46 | 2.319 | -6,08 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4.128 | -88,14 | 346 | -87,59 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 381 | 0,00 | 32 | 3,33 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 2.828 | 0,00 | 237 | 4,89 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 112.097 | -1,95 | 9.387 | 2,81 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 39.475 | -0,50 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 6.999 | 24,85 | 586 | 31,10 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 24.216 | 0,00 | 2.028 | 4,86 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 15.097 | 7,30 | 1.264 | 12,56 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 23.038 | 1.929 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 63.900 | 11,31 | 5.351 | 16,71 | ||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 4.205 | 352 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5.517 | -6,30 | 462 | -1,70 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 3.337 | 284 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1.293.759 | 0,59 | 108.337 | 5,47 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 6.635 | -12,19 | 556 | -7,96 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 44.270 | -6,49 | 3.707 | -1,96 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 70.922 | 0,15 | 5.939 | 5,00 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 46.469 | -0,33 | 3.891 | 4,51 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 111.891 | 12,07 | 9.370 | 17,51 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1.267 | 106 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 2.662 | 0,00 | 223 | 4,72 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36.352 | -8,39 | 3.044 | -3,91 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5.313 | 49,92 | 445 | 56,89 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 3.035 | -9,00 | 254 | -4,51 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 59.878 | -1,22 | 5.014 | 3,57 | ||||
| 2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 3.753 | 0,00 | 314 | 5,02 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12.089 | -12,57 | 1.012 | -8,33 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 3.757 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 93.477 | 4,94 | 7.828 | 10,04 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 4.806 | 0,00 | 402 | 4,96 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 21.563 | 230,37 | 1.806 | 249,81 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 5.694 | -5,01 | 477 | -0,42 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2.400 | 201 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.081 | 0,98 | 1.012 | 6,87 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 15.772 | 3,65 | 1.321 | 8,64 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 946.079 | 1,51 | 79.225 | 6,44 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2.499 | 214 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 2.881 | -0,52 | 241 | 4,33 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 4.664 | 50,31 | 391 | 55,38 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 2.896 | 0,00 | 243 | 4,76 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 462 | -82,50 | 39 | -81,90 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 449.840 | -3,43 | 38.461 | 3,39 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 804.271 | -3,43 | 67.350 | 1,26 | ||||
| 2025-07-23 | 13F | Somerville Kurt F | 4.500 | 0,00 | 377 | 4,74 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 16.748 | 5,85 | 1.402 | 11,01 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1.296 | 437,76 | 109 | 473,68 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 6.566 | 1,85 | 550 | 6,81 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 477 | -25,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3.540.325 | 0,58 | 296.467 | 5,46 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 168.850 | 0,41 | 14.139 | 5,29 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 117.480 | 5,10 | 9.829 | 10,12 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5.416 | -0,26 | 438 | 1,15 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 118.669 | 1,13 | 9.937 | 6,05 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 194.594 | 31,37 | 16 | 33,33 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 18.685 | 1.565 | ||||||
| 2025-08-14 | 13F | LM Advisors LLC | 23.346 | 22,67 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1.221 | 0,00 | 102 | 5,15 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 158 | 13 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2.347 | 0,00 | 197 | 4,81 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 12.136 | 35,83 | 1.016 | 42,50 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1.755 | 140 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 5.565 | 0,00 | 466 | 4,95 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 15.800 | 0,87 | 1.323 | 5,84 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 293.373 | 1,55 | 24.992 | 17,43 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6.902 | -98,99 | 578 | -98,94 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2.505 | -8,34 | 210 | -4,13 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 129.103 | 13,87 | 10.772 | 20,10 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18.299 | -4,30 | 1.532 | 0,33 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 118.128 | -1,91 | 9.434 | -3,21 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3.416 | -0,61 | 286 | 4,38 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 121 | -32,02 | 10 | -28,57 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 87 | 0,00 | 7 | 16,67 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 600 | 0,00 | 48 | -2,08 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1.718 | 0,35 | 144 | 5,15 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 3.400 | 0,00 | 285 | 4,80 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 18.081 | 4,02 | 1.514 | 9,08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 446.292 | 5,77 | 37.372 | 10,91 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 13.377 | 1.273,41 | 1.120 | 1.354,55 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 5.822 | 0 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 15.222 | -3,16 | 1.275 | 1,51 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8.247 | -2,67 | 691 | 2,07 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 62.968 | 10,63 | 5.273 | 16,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 118.744 | 8.274,05 | 1 | -99,12 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1.069 | 167,92 | 90 | 187,10 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 23.050 | -24,95 | 1.930 | -21,29 | ||||
| 2025-08-14 | 13F | Family Management Corp | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 23.622 | -1,69 | 1.978 | 3,13 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 29.781 | 1,40 | 2.494 | 6,31 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 4.222 | 0,00 | 354 | 7,95 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 45.184 | -3,13 | 3.784 | 1,58 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.069 | 10,03 | 341 | 15,25 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 558.375 | 7,12 | 46.758 | 12,33 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 9.312 | 780 | ||||||
| 2025-08-06 | 13F | S&t Bank/pa | 316 | 0,00 | 26 | 4,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3.447 | -38,13 | 289 | -35,14 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 131.154 | -4,23 | 10.983 | 0,42 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3.960 | -1,86 | 332 | 1,53 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 12.520 | -1,12 | 1.048 | 3,66 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3.807 | 0 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 138 | 0,00 | 12 | 0,00 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 31.521 | -1,41 | 2.640 | 3,37 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17.934 | 22,85 | 1.502 | 28,84 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 42.439 | 9,76 | 3.554 | 15,10 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 334.379 | 11,54 | 28.001 | 16,96 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 45.750 | -11,17 | 3.831 | -6,86 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 5.828 | 0,02 | 488 | 4,95 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 51.589 | -12,04 | 4.320 | -7,75 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 3.125 | 0,00 | 262 | 4,82 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2.232 | 167,95 | 187 | 181,82 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 254.092 | -1,51 | 21.278 | 3,28 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 221.940 | 2,18 | 18.585 | 7,14 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 4.869 | 5,46 | 408 | 10,60 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 81 | 0,00 | 7 | 0,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 5.622 | -38,35 | 471 | -35,44 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 2.498 | 6,75 | 209 | 12,37 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 413 | 0,00 | 35 | 6,25 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 25.828 | -85,65 | 2.163 | -84,96 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 7.050 | -11,88 | 590 | -7,52 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 863 | 0,35 | 72 | 5,88 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 77.200 | 2,94 | 6.465 | 7,93 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 38.431 | 9,19 | 3.272 | 16,44 | ||||
| 2025-08-14 | 13F | Fmr Llc | 49.902 | -4,99 | 4.179 | -0,38 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 203.575 | 10,28 | 17.047 | 15,64 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 40.186 | 15,18 | 3.364 | 20,75 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 149.605 | -5,16 | 12.876 | 8,39 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 23.966 | 11,55 | 2.007 | 16,97 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 334.535 | 4,74 | 28.014 | 9,83 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 4.400 | -18,52 | 368 | -14,62 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7.257 | 0,00 | 608 | 4,84 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 5.059 | -1,40 | 424 | 3,42 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3.169 | -1,34 | 265 | 3,52 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 105.614 | 3,61 | 8.844 | 8,65 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 78.532 | 71,84 | 6.556 | 81,36 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 305 | 33,19 | 24 | 33,33 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 90.449 | 2,43 | 7.574 | 7,42 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 59.996 | 5.024 | ||||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 40.383 | 2,44 | 3.382 | 7,40 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 67.426 | 1.467,66 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 2.498 | 0 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5.229 | 9,01 | 438 | 12,63 | ||||
| 2025-07-31 | 13F | United Community Bank | 3.644 | 112,60 | 305 | 124,26 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 6.868 | -8,44 | 575 | -4,01 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 449.980 | -0,62 | 37.681 | 4,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 13.626 | 2,10 | 1.141 | 7,14 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4.575 | 383 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 194.780 | 7,84 | 16.311 | 13,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 191.060 | 3,56 | 15.999 | 8,59 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 10.597 | -23,04 | 887 | -19,29 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 58.624 | -2,61 | 4.682 | -3,90 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 122.973 | -4,15 | 10.298 | 0,50 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7.959 | 1,61 | 1 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 14.240 | 1.192 | ||||||
| 2025-07-31 | 13F | CNB Bank | 1.563 | 0,00 | 131 | 4,84 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 5.863 | -0,36 | 491 | 4,48 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 3.408 | 4,28 | 285 | 9,62 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 794 | 0,00 | 66 | 4,76 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 4.180 | -11,91 | 350 | -7,41 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 17.911 | 4,21 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 737.052 | -11,95 | 61.721 | -7,68 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 682.623 | -20,11 | 57.163 | -16,23 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 17.957 | -15,68 | 1.498 | -11,05 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 500 | 0,00 | 42 | 2,50 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 5.141 | 0,00 | 431 | 4,88 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 737 | 62 | ||||||
| 2025-07-14 | 13F | Friday Financial | 5.300 | 0,00 | 444 | 4,24 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 12.124 | 0,37 | 1.015 | 5,29 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 7.566 | 9,35 | 634 | 14,67 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 28.712 | 25,04 | 2.404 | 31,15 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 16.671 | 9,16 | 1.396 | 14,52 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 16.466 | 1.379 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 127.753 | 4,05 | 10.698 | 9,11 | ||||
| 2025-07-30 | 13F | apricus wealth, LLC | 2.850 | 0,00 | 239 | 4,85 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5.909 | 495 | ||||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 20.251 | 121,30 | 1.696 | 132,19 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 13.080 | -27,06 | 1.095 | -23,53 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 698.845 | 1,72 | 58.521 | 6,67 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 22.149 | 105,43 | 1.855 | 115,33 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2.980 | 250 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 8.300 | 100,00 | 695 | 109,97 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 29.130 | -1,49 | 2.439 | 3,30 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 7.540 | 25,33 | 631 | 31,46 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 5.360 | -91,86 | 449 | -91,48 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 63.863 | 50,43 | 5.346 | 57,70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.607 | -38,62 | 888 | -35,61 | ||||
| 2025-07-18 | 13F | Deltec Asset Management Llc | 6.300 | 0,00 | 528 | 4,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9.689 | 29,51 | 811 | 35,85 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 2.952 | 247 |
