Grundlæggende statistik
| Institutionelle ejere | 1980 total, 1972 long only, 5 short only, 3 long/short - change of 1,42% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9089 % - change of 0,47% MRQ |
| Institutionelle aktier (lange) | 401.938.811 (ex 13D/G) - change of 1,31MM shares 1,51% MRQ |
| Institutionel værdi (lang) | $ 46.246.653 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) har 1980 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 402,101,822 aktier. Største aktionærer omfatter Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Ameriprise Financial Inc, Stifel Financial Corp, and Pnc Financial Services Group, Inc. .
iShares Trust - iShares S&P 500 Growth ETF (BMV:IVW) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-29 | 13F | Theory Financial Llc | 41.350 | -7,35 | 5.021 | -1,24 | ||||
| 2025-10-23 | 13F | Guidance Point Advisors, LLC | 192.037 | -2,96 | 23.191 | 6,43 | ||||
| 2025-11-03 | 13F | Bensler, LLC | 20.286 | -4,41 | 2.449 | 4,79 | ||||
| 2025-11-12 | 13F | FineMark National Bank & Trust | 93.393 | 11,34 | 11.274 | 22,08 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Smith Chas P & Associates Pa Cpas | 3.093 | -41,03 | 373 | -35,36 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 31.647 | 1,09 | 3.821 | 10,85 | ||||
| 2025-11-17 | 13F | Palisade Asset Management, LLC | 5.706 | 0,00 | 689 | 9,55 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 11.522 | -17,55 | 1.322 | -2,58 | ||||
| 2025-11-12 | 13F | Cambridge Investment Research Advisors, Inc. | 1.142.758 | 1,30 | 138 | 10,48 | ||||
| 2025-10-09 | 13F | North Capital, Inc. | 26 | 4,00 | 3 | 50,00 | ||||
| 2025-11-14 | 13F | Federation des caisses Desjardins du Quebec | 8.508 | 1,61 | 1.027 | 11,51 | ||||
| 2025-10-24 | 13F/A | FLP Wealth Management, LLC | 4.808 | -29,81 | 580 | -23,08 | ||||
| 2025-11-07 | 13F | Accretive Wealth Partners, LLC | 3.624 | 0,00 | 437 | 9,52 | ||||
| 2025-11-13 | 13F | Legacy Advisors, LLC | 15.552 | 1.877 | ||||||
| 2025-10-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 2.735 | 0,00 | 330 | 9,63 | ||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 60.361 | -1,38 | 7.287 | 8,13 | ||||
| 2025-11-05 | 13F | Canvas Wealth Advisors, LLC | 4.563 | 0,80 | 552 | 6,77 | ||||
| 2025-11-10 | 13F | Cary Street Partners Financial Llc | 31.619 | 2,26 | 3.817 | 12,13 | ||||
| 2025-10-30 | 13F | Flagship Wealth Advisors, Llc | 49.539 | 27,01 | 5.980 | 39,26 | ||||
| 2025-11-13 | 13F/A | Cynosure Management, Llc | 2.844 | 0,00 | 343 | 9,58 | ||||
| 2025-11-26 | 13F | Lantern Wealth Advisors, LLC | 9.516 | -0,89 | 1.149 | 8,61 | ||||
| 2025-11-24 | 13F | CIBC Private Wealth Group, LLC | 78.944 | -11,36 | 9.530 | -2,80 | ||||
| 2025-10-21 | 13F | Presilium Private Wealth, Llc | 2.224 | 0,00 | 268 | 9,84 | ||||
| 2025-10-24 | 13F | We Are One Seven, LLC | 261.916 | 286,85 | 31.618 | 324,17 | ||||
| 2025-10-23 | 13F | Birch Hill Investment Advisors LLC | 7.051 | 0,00 | 851 | 9,66 | ||||
| 2025-11-13 | 13F | Loomis Sayles & Co L P | 3.335 | 33,35 | 403 | 46,18 | ||||
| 2025-11-04 | 13F | Centric Wealth Management | 1.928 | 0,05 | 241 | 8,60 | ||||
| 2025-11-12 | 13F | Integrated Advisors Network LLC | 78.897 | 10,51 | 9.524 | 21,17 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-10 | 13F | Newton One Investments LLC | 3.697 | -10,59 | 446 | -1,98 | ||||
| 2025-11-06 | 13F | Legacy Financial Strategies, LLC | 2.188 | 1,44 | 264 | 11,39 | ||||
| 2025-10-20 | 13F | James J. Burns & Company, LLC | 2.341 | -0,43 | 283 | 9,30 | ||||
| 2025-10-27 | 13F | Exencial Wealth Advisors, Llc | 79.438 | -1,13 | 9.590 | 8,40 | ||||
| 2025-10-22 | 13F | Cerity Partners LLC | 287.129 | -10,74 | 34.662 | -2,13 | ||||
| 2025-11-05 | 13F | Soundwatch Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Hicks Capital Management Llc | 20.254 | 0,00 | 2.445 | 9,69 | ||||
| 2025-11-12 | 13F | American Wealth Advisors, LLC | 128.221 | 15.479 | ||||||
| 2025-10-17 | 13F | Chesapeake Asset Management Llc | 276 | 0,00 | 33 | 10,00 | ||||
| 2025-10-27 | 13F | LVZ Advisors, Inc. | 1.026.958 | 19,45 | 123.974 | 30,97 | ||||
| 2025-11-07 | 13F | Centennial Bank/AR/ | 234 | 0,00 | 28 | 12,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 17.328 | 2,67 | 2.092 | 12,54 | ||||
| 2025-11-10 | 13F | Journey Advisory Group, LLC | 6.153 | 0,00 | 743 | 9,60 | ||||
| 2025-11-04 | 13F | Callan Family Office, LLC | 193.833 | 8,65 | 23.399 | 19,13 | ||||
| 2025-11-14 | 13F | Trexquant Investment LP | 1.894 | -40,94 | 229 | -35,41 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 15 | 2 | ||||||
| 2025-10-03 | 13F | St. Clair Advisors, LLC | 50.046 | 0,01 | 6.042 | 9,66 | ||||
| 2025-10-31 | 13F | Liberty Wealth Management Llc | 257.637 | 2,74 | 31.102 | 12,65 | ||||
| 2025-11-14 | 13F | Williams Jones Wealth Management, LLC. | 6.338 | 0,00 | 765 | 9,76 | ||||
| 2025-10-30 | 13F | Forte Asset Management Llc | 10.250 | -12,77 | 1.237 | -4,33 | ||||
| 2025-11-14 | 13F/A | Leigh Baldwin & Co., Llc | 2.020 | -0,05 | 244 | 9,46 | ||||
| 2025-10-31 | 13F | Frazier Financial Advisors, LLC | 843 | 11,36 | 102 | 21,69 | ||||
| 2025-10-27 | 13F | Pullen Investment Management, LLC | 3.428 | 0,00 | 414 | 9,55 | ||||
| 2025-11-04 | 13F | SGL Investment Advisors, Inc. | 58.266 | 13,34 | 7.305 | 29,31 | ||||
| 2025-11-04 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 231.193 | -6,80 | 27.910 | 2,19 | ||||
| 2025-10-21 | 13F | SOA Wealth Advisors, LLC. | 7.593 | -1,52 | 917 | 8,02 | ||||
| 2025-10-15 | 13F | Avenue 1 Advisors, LLC | 2.906 | -9,70 | 351 | -1,13 | ||||
| 2025-10-20 | 13F | Burns J W & Co Inc/ny | 8.980 | -0,83 | 1.084 | 8,84 | ||||
| 2025-11-05 | 13F | Axim Planning & Wealth | 2.178 | -62,36 | 263 | -58,87 | ||||
| 2025-11-07 | 13F | Eq Llc | 158.933 | 6,77 | 19.186 | 17,07 | ||||
| 2025-11-06 | 13F | Allegheny Financial Group LTD | 3.456 | 0,00 | 417 | 9,74 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 0 | -100,00 | 0 | |||||
| 2025-10-16 | 13F | Gleason Group, Inc. | 297 | 0,00 | 36 | 9,38 | ||||
| 2025-10-17 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 10.738 | 0,00 | 1.296 | 9,64 | ||||
| 2025-10-22 | 13F | CoreCap Advisors, LLC | 143.071 | -17,38 | 17.272 | -9,41 | ||||
| 2025-10-27 | 13F | Harbor Investment Advisory, Llc | 36.918 | 3,73 | 4.457 | 13,73 | ||||
| 2025-10-23 | 13F | Kingswood Wealth Advisors, Llc | 24.378 | 14,68 | 2.943 | 25,73 | ||||
| 2025-10-23 | 13F | Strategic Blueprint, LLC | 63.499 | 2,74 | 7.666 | 12,65 | ||||
| 2025-10-07 | 13F | Graves-Light Private Wealth Management, Inc. | 40.089 | -10,29 | 4.840 | -1,65 | ||||
| 2025-10-08 | 13F | RDA Financial Network | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Affinity Wealth Management Llc | 3.366 | 10,98 | 406 | 21,92 | ||||
| 2025-10-09 | 13F | Toth Financial Advisory Corp | 104 | 0,00 | 13 | 9,09 | ||||
| 2025-10-21 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 28.038 | 14,39 | 3.385 | 25,43 | ||||
| 2025-10-31 | 13F | NWF Advisory Services Inc. | 5.264 | 8,54 | 635 | 19,14 | ||||
| 2025-11-04 | 13F | Holistic Planning, LLC | 19.313 | 2,18 | 2.331 | 12,01 | ||||
| 2025-12-10 | 13F | Mainstay Capital Management Llc /adv | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Krilogy Financial LLC | 11.639 | 16,08 | 1.438 | 30,37 | ||||
| 2025-11-14 | 13F | Gen-Wealth Partners Inc | 71.596 | 2,03 | 8.643 | 11,87 | ||||
| 2025-10-29 | 13F | Sanibel Captiva Trust Company, Inc. | 10.961 | 2,74 | 1.323 | 12,69 | ||||
| 2025-11-03 | 13F | AE Wealth Management LLC | 693.299 | 4,10 | 83.695 | 14,14 | ||||
| 2025-11-07 | 13F | Bbr Partners, Llc | 14.102 | 0,00 | 1.702 | 9,66 | ||||
| 2025-11-04 | 13F | Woodmont Investment Counsel Llc | 6.536 | 0,00 | 789 | 9,74 | ||||
| 2025-11-13 | 13F | Capital Group Private Client Services, Inc. | 7.666 | 0,12 | 925 | 9,73 | ||||
| 2025-10-16 | 13F | Krs Capital Management, Llc | 5.222 | 0,00 | 630 | 9,76 | ||||
| 2025-11-05 | 13F | Envestnet Asset Management Inc | 45.556.746 | 0,40 | 5.499.610 | 10,08 | ||||
| 2025-10-24 | 13F | Opal Wealth Advisors, LLC | 5.988 | -3,70 | 723 | 5,56 | ||||
| 2025-10-14 | 13F | True North Advisors, LLC | 2.394 | 289 | ||||||
| 2025-10-14 | 13F | Tactive Advisors, LLC | 24.209 | -1,52 | 2.923 | 7,98 | ||||
| 2025-10-31 | 13F | Patten & Patten Inc/tn | 4.234 | 87,59 | 511 | 106,05 | ||||
| 2025-10-09 | 13F | Affinity Capital Advisors, LLC | 6.321 | 0,00 | 767 | 10,36 | ||||
| 2025-11-12 | 13F | Montag A & Associates Inc | 9.258 | 0,00 | 1.118 | 9,62 | ||||
| 2025-11-12 | 13F | Rsm Us Wealth Management Llc | 431.975 | -3,10 | 52.148 | 6,24 | ||||
| 2025-11-10 | 13F | Sound View Wealth Advisors Group, LLC | 13.854 | 0,00 | 1.672 | 9,64 | ||||
| 2025-11-07 | 13F | Calton & Associates, Inc. | 27.267 | 10,53 | 3.292 | 21,17 | ||||
| 2025-11-14 | 13F | Northwestern Mutual Wealth Management Co | 1.677.939 | 1,30 | 202.561 | 11,08 | ||||
| 2025-10-16 | 13F | Willner & Heller, Llc | 3.476 | -0,37 | 420 | 9,11 | ||||
| 2025-11-13 | 13F | Graney & King, LLC | 817 | 0,00 | 99 | 10,11 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 112.123 | 0,00 | 13.536 | 9,65 | ||||
| 2025-11-06 | 13F | Northwest Financial Advisors | 3.986 | 0,43 | 481 | 10,32 | ||||
| 2025-10-22 | 13F | Nottingham Advisors, Inc. | 33.205 | -6,13 | 4.009 | 2,93 | ||||
| 2025-10-29 | 13F | Turtle Creek Wealth Advisors, LLC | 114.230 | 338,05 | 13.790 | 380,29 | ||||
| 2025-11-10 | 13F | Geometric Wealth Advisors | 6.832 | 0,00 | 825 | 9,57 | ||||
| 2025-10-28 | 13F | MBA Advisors LLC | 19.767 | -2,58 | 2.386 | 6,80 | ||||
| 2025-11-04 | 13F | Fourth Dimension Wealth, LLC | 100 | 0,00 | 12 | 9,09 | ||||
| 2025-11-10 | 13F | MAI Capital Management | 1.111.594 | -0,22 | 134.192 | 9,40 | ||||
| 2025-10-23 | 13F | Steigerwald, Gordon & Koch Inc. | 2.151 | -42,66 | 260 | -37,29 | ||||
| 2025-11-12 | 13F | Consolidated Portfolio Review Corp | 5.937 | -10,21 | 717 | -1,51 | ||||
| 2025-10-29 | 13F | FSR Wealth Management Ltd. | 3.024 | -2,39 | 365 | 7,04 | ||||
| 2025-11-13 | 13F | Seacrest Wealth Management, Llc | 6.097 | -4,29 | 744 | 5,99 | ||||
| 2025-11-13 | 13F | Winthrop Capital Management, LLC | 13.494 | 0,01 | 2 | 0,00 | ||||
| 2025-11-12 | 13F | Madison Wealth Partners, Inc | 6.416 | -17,37 | 775 | -9,37 | ||||
| 2025-11-12 | 13F | Trustmark National Bank Trust Department | 28.014 | -57,88 | 3.382 | -53,83 | ||||
| 2025-11-13 | 13F | Franklin Resources Inc | 76.336 | -2,55 | 9.215 | 6,85 | ||||
| 2025-10-31 | 13F | Modera Wealth Management, LLC | 714.830 | -0,85 | 86.294 | 8,72 | ||||
| 2025-11-12 | 13F | Tandem Capital Management Corp /adv | 1.853 | 0,00 | 224 | 9,31 | ||||
| 2025-10-06 | 13F | Fragasso Group Inc. | 2.276 | 0,04 | 276 | 10,00 | ||||
| 2025-10-17 | 13F | Total Wealth Planning, Llc | 45.284 | -7,11 | 5.467 | 1,84 | ||||
| 2025-10-23 | 13F | Capital Investment Advisors, LLC | 7.857 | 0,00 | 948 | 9,60 | ||||
| 2025-11-12 | 13F | Boston Family Office Llc | 27.399 | 0,00 | 3 | 0,00 | ||||
| 2025-10-29 | 13F | Sequoia Financial Advisors, LLC | 254.480 | -0,16 | 30.721 | 9,46 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 42.412 | 4,92 | 5.201 | 16,88 | ||||
| 2025-11-12 | 13F | Gutierrez Wealth Advisory, LLC | 5.456 | -0,20 | 659 | 9,48 | ||||
| 2025-10-27 | 13F | Crew Capital Management, Ltd. | 2.348 | -1,80 | 283 | 7,60 | ||||
| 2025-10-28 | 13F | Magnus Financial Group LLC | 34.617 | -0,41 | 4.179 | 9,17 | ||||
| 2025-11-13 | 13F | Bnp Paribas Arbitrage, Sa | 63.063 | -5,88 | 7.613 | 3,19 | ||||
| 2025-11-07 | 13F | Advisors Capital Management, LLC | 16.507 | 3,10 | 1.993 | 13,05 | ||||
| 2025-11-05 | 13F | Aurdan Capital Management, LLC | 3.530 | 0,00 | 426 | 9,79 | ||||
| 2025-10-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-03 | 13F | Florin Court Capital LLP | 91.100 | 24,11 | 10.998 | 36,08 | ||||
| 2025-11-05 | 13F | Wealthquest Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Snowden Capital Advisors LLC | 141.699 | 0,18 | 17.106 | 9,84 | ||||
| 2025-11-06 | 13F | Stratos Wealth Advisors, LLC | 36.538 | 4,18 | 4.411 | 14,22 | ||||
| 2025-11-12 | 13F | Baltimore-Washington Financial Advisors, Inc. | 2.276 | 275 | ||||||
| 2025-10-21 | 13F | Amplius Wealth Advisors, LLC | 5.634 | 0,11 | 680 | 9,85 | ||||
| 2025-10-24 | 13F | Valmark Advisers, Inc. | 619.350 | -2,05 | 74.768 | 7,40 | ||||
| 2025-11-13 | 13F | Beese Fulmer Investment Management, Inc. | 116.106 | -0,62 | 14.016 | 8,96 | ||||
| 2025-10-20 | 13F | Davidson Trust Co | 2.689 | 0,00 | 325 | 9,46 | ||||
| 2025-10-07 | 13F | Canandaigua National Bank & Trust Co | 5.398 | 2,49 | 652 | 12,44 | ||||
| 2025-11-13 | 13F | SwitchPoint Financial Planning, LLC | 4.656 | 0,00 | 562 | 9,77 | ||||
| 2025-10-31 | 13F | GHP Investment Advisors, Inc. | 203.848 | -1,48 | 24.609 | 8,02 | ||||
| 2025-11-17 | 13F | Blue Chip Partners, Inc. | 3.153 | -0,03 | 381 | 9,51 | ||||
| 2025-10-17 | 13F | Mayflower Financial Advisors, LLC | 117.528 | 4,77 | 14.188 | 14,87 | ||||
| 2025-10-30 | 13F | Select Asset Management & Trust | 3.666 | 0,00 | 0 | |||||
| 2025-10-14 | 13F | Precedent Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | Northern Oak Wealth Management Inc | 361.933 | -11,53 | 43.693 | -3,00 | ||||
| 2025-10-14 | 13F | Ellenbecker Investment Group | 2.285 | -2,64 | 276 | 6,59 | ||||
| 2025-11-14 | 13F | Brown Advisory Inc | 120.393 | -0,22 | 14.534 | 9,40 | ||||
| 2025-11-13 | 13F | Clientfirst Wealth Management, LLC | 2.472 | 0,00 | 298 | 9,56 | ||||
| 2025-11-14 | 13F | Ellevest, Inc. | 3.604 | 0,08 | 435 | 9,85 | ||||
| 2025-10-21 | 13F | Guyasuta Investment Advisors Inc | 6.324 | 0,00 | 763 | 9,63 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 8.726 | -0,13 | 1.053 | 9,57 | ||||
| 2025-10-17 | 13F | Smallwood Wealth Investment Management, LLC | 8 | 0,00 | 1 | |||||
| 2025-10-30 | 13F | Canopy Partners, LLC | 12.036 | -1,10 | 1.453 | 8,44 | ||||
| 2025-11-06 | 13F | Balboa Wealth Partners | 12.020 | 1,80 | 1.451 | 11,62 | ||||
| 2025-11-14 | 13F | W Advisors, Llc | 118.718 | -0,69 | 14.332 | 8,89 | ||||
| 2025-10-27 | 13F | One Day In July LLC | 10.049 | -0,53 | 1.213 | 9,08 | ||||
| 2025-11-13 | 13F | Certified Advisory Corp | 24.923 | -1,26 | 3.009 | 8,28 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 1.527 | 0,00 | 0 | |||||
| 2025-10-29 | 13F | Inspire Advisors, LLC | 4.067 | 6,27 | 491 | 16,39 | ||||
| 2025-11-12 | 13F | Catalyst Financial Partners Llc | 8.397 | -0,62 | 1.014 | 8,92 | ||||
| 2025-10-17 | 13F | Monticello Wealth Management, Llc | 2.168 | -13,28 | 262 | -5,09 | ||||
| 2025-10-29 | 13F | Sage Mountain Advisors LLC | 10.263 | 2,54 | 1.239 | 12,44 | ||||
| 2025-11-03 | 13F | Carl P. Sherr & Co., LLC | 138.622 | -0,72 | 16.734 | 8,86 | ||||
| 2025-11-13 | 13F | Camden Capital, LLC | 6.127 | 158,63 | 740 | 184,23 | ||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 4.514.028 | -28,98 | 544.933 | -22,13 | ||||
| 2025-10-22 | 13F | BCS Wealth Management | 3.863 | -11,96 | 466 | |||||
| 2025-11-10 | 13F | Brio Consultants, LLC | 6.235 | 0,00 | 753 | 9,62 | ||||
| 2025-11-14 | 13F | Gallagher Fiduciary Advisors, LLC | 9.276 | -4,83 | 1.120 | 4,29 | ||||
| 2025-10-23 | 13F | CX Institutional | 109.551 | -6,68 | 13 | 8,33 | ||||
| 2025-10-24 | 13F | Winthrop Advisory Group LLC | 44.401 | -0,18 | 5.360 | 9,45 | ||||
| 2025-10-20 | 13F | Swisher Financial Concepts, Inc. | 3.248 | -5,33 | 392 | 3,98 | ||||
| 2025-10-22 | 13F | Garrison Point Advisors, Llc | 4.251 | 10,70 | 513 | 21,56 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-03 | 13F | First Citizens Financial Corp | 17.192 | 9,40 | 2.075 | 19,94 | ||||
| 2025-10-14 | 13F | Holland Advisory Services, Inc. | 4.085 | 0,12 | 493 | 9,80 | ||||
| 2025-11-05 | 13F | Wescott Financial Advisory Group, LLC | 87.668 | 4,01 | 10.583 | 14,04 | ||||
| 2025-11-07 | 13F | King Luther Capital Management Corp | 303 | 9,78 | ||||||
| 2025-11-04 | 13F | Atlantic Union Bankshares Corp | 12.871 | 1,42 | 1.554 | 11,17 | ||||
| 2025-10-31 | 13F | Ewa, Llc | 256.954 | -3,39 | 31.019 | 5,93 | ||||
| 2025-11-13 | 13F | Deutsche Bank Ag\ | 13.263 | -1,62 | 1.601 | 7,88 | ||||
| 2025-11-03 | 13F | Alta Wealth Advisors LLC | 18.349 | -2,10 | 2.215 | 7,37 | ||||
| 2025-11-07 | 13F | Perfromance Wealth Partners, LLC | 2.124 | 0,00 | 256 | 9,87 | ||||
| 2025-10-20 | 13F | Mallini Complete Financial Planning LLC | 261 | 9,66 | ||||||
| 2025-10-31 | 13F | Grand Wealth Management, Llc | 76 | 0,00 | 9 | 12,50 | ||||
| 2025-10-31 | 13F | Formulate Financial Llc | 47.437 | 5.727 | ||||||
| 2025-11-14 | 13F | North Forty Two & Co. | 1.972 | 0,00 | 238 | 9,68 | ||||
| 2025-10-22 | 13F | 4J Wealth Management LLC | 8.477 | 0,12 | 1.023 | 9,76 | ||||
| 2025-11-17 | 13F | Silicon Valley Capital Partners | 274.693 | -0,01 | 33.161 | 9,63 | ||||
| 2025-11-06 | 13F | MidWestOne Financial Group, Inc. | 4.435 | 0,00 | 535 | 9,63 | ||||
| 2025-10-21 | 13F | Davis Capital Management | 231 | 0,00 | 28 | 28,57 | ||||
| 2025-10-10 | 13F | First Bank & Trust | 2.184 | 0,00 | 264 | 9,58 | ||||
| 2025-11-14 | 13F | Menard Financial Group LLC | 2.129 | 0,00 | 257 | 9,83 | ||||
| 2025-10-15 | 13F | Gemmer Asset Management LLC | 10.868 | -5,08 | 1.312 | 4,13 | ||||
| 2025-10-20 | 13F | Chemistry Wealth Management LLC | 2.427 | 0,00 | 293 | 9,36 | ||||
| 2025-11-10 | 13F | Strategic Family Wealth Counselors, L.L.C. | 7.096 | 0,00 | 857 | 9,60 | ||||
| 2025-10-20 | 13F | TBH Global Asset Management, LLC | 2.779 | 335 | ||||||
| 2025-11-14 | 13F | Royal Bank Of Canada | 3.218.816 | 1,44 | 388.575 | 11,28 | ||||
| 2025-11-10 | 13F | Glassman Wealth Services | 5.697 | 0,00 | 688 | 9,57 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 0 | -100,00 | 0 | |||||
| 2025-10-06 | 13F | Stephenson National Bank & Trust | 3.009 | 0,00 | 363 | 9,67 | ||||
| 2025-10-20 | 13F | Moody Lynn & Lieberson, Llc | 9.704 | 0,14 | 1.171 | 9,85 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 13.083 | -7,19 | 1.579 | 1,81 | ||||
| 2025-10-31 | 13F | Latitude Advisors, LLC | 10.926 | 3,85 | 1.319 | 13,90 | ||||
| 2025-10-29 | 13F | Americana Partners, LLC | 9.651 | 0,62 | 1.165 | 10,32 | ||||
| 2025-10-21 | 13F | MN Wealth Advisors, LLC | 8.728 | -2,53 | 1.054 | 6,90 | ||||
| 2025-10-30 | 13F | Detalus Advisors, LLC | 226.720 | -2,30 | 27.370 | 7,12 | ||||
| 2025-11-12 | 13F | Interchange Capital Partners, LLC | 27.430 | -4,50 | 3.313 | 5,11 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-27 | 13F | Optima Capital Llc | 1.742 | 210 | ||||||
| 2025-10-16 | 13F | Bill Few Associates, Inc. | 1.798 | 217 | ||||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 2.810 | -19,90 | 309 | -4,92 | ||||
| 2025-11-06 | 13F | Breakwater Capital Group | 26.355 | -1,26 | 3.182 | 8,27 | ||||
| 2025-11-03 | 13F | Stablepoint Partners, LLC | 21.611 | 1,64 | 2.609 | 11,45 | ||||
| 2025-11-06 | 13F | Willis Johnson & Associates, Inc. | 122.771 | -2,36 | 14.821 | 7,06 | ||||
| 2025-10-30 | 13F | Covenant Asset Management, LLC | 1.882 | -1,67 | 227 | 8,10 | ||||
| 2025-11-14 | 13F | Sargent Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 2.443 | 295 | ||||||
| 2025-10-07 | 13F | St Germain D J Co Inc | 3.363 | 695,04 | 406 | 780,43 | ||||
| 2025-11-06 | 13F | CAPROCK Group, Inc. | 6.806 | -0,50 | 782 | 23,34 | ||||
| 2025-10-27 | 13F | First Horizon Corp | 35.099 | 6,61 | 4.237 | 76,98 | ||||
| 2025-10-27 | 13F | Gray Private Wealth, LLC | 35.503 | -3,27 | 4.286 | 6,04 | ||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 214.460 | -4,95 | 25.890 | 4,22 | ||||
| 2025-10-16 | 13F | BCU Wealth Advisors, LLC | 29.092 | -10,32 | 3.512 | -1,68 | ||||
| 2025-11-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 87 | 0,00 | 10 | 11,11 | ||||
| 2025-11-14 | 13F | Anchor Investment Management, LLC | 1.008 | 0,00 | 122 | 10,00 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 1.643 | -29,82 | 198 | -22,96 | ||||
| 2025-10-31 | 13F | Copia Wealth Management | 300 | 0,00 | 36 | 9,09 | ||||
| 2025-11-07 | 13F | GenTrust, LLC | 5.000 | 0,00 | 604 | 9,64 | ||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 7.624 | 27,24 | 920 | 39,61 | ||||
| 2025-11-07 | 13F | Guidance Capital, Inc | 2.076 | -0,43 | 255 | 9,48 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | Short | -35.341 | -36,07 | -3.891 | -24,17 | |||
| 2025-08-01 | 13F | Jennison Associates Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-16 | 13F | Hilltop Wealth Advisors, Llc | 32.993 | 2,15 | 3.983 | 12,01 | ||||
| 2025-11-12 | 13F | Beaton Management Co. Inc. | 2.080 | 0 | ||||||
| 2025-10-21 | 13F | Pictet North America Advisors SA | 4.872 | 0,00 | 588 | 9,70 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-20 | 13F | Seascape Capital Management | 4.716 | 0,00 | 1 | |||||
| 2025-10-30 | 13F | Quadrant Private Wealth Management, LLC | 86.899 | 4,66 | 10.490 | 14,76 | ||||
| 2025-10-21 | 13F | Eagle Strategies LLC | 15.548 | 0,01 | 1.877 | 9,64 | ||||
| 2025-12-11 | 13F/A | Seros Financial, LLC | 4.954 | 0,02 | 598 | 9,72 | ||||
| 2025-11-14 | 13F | Kickstand Ventures, Llc. | 52.242 | -5,80 | 6.307 | 3,29 | ||||
| 2025-11-14 | 13F | Wick Capital Partners, LLC | 5.812 | -67,13 | 702 | -0,85 | ||||
| 2025-11-12 | 13F | Integrity Advisory Solutions, LLC | 33.521 | 4.047 | ||||||
| 2025-10-08 | 13F | Retirement Wealth Solutions LLC | 40.098 | 12,07 | 4.841 | 22,87 | ||||
| 2025-11-20 | 13F | Centaurus Financial, Inc. | 80.313 | -1,13 | 10 | 12,50 | ||||
| 2025-11-06 | 13F | Onyx Bridge Wealth Group LLC | 2.883 | 1,66 | 348 | 11,22 | ||||
| 2025-10-31 | 13F | CFS Investment Advisory Services, LLC | 169.656 | -5,76 | 20.812 | 109.431,58 | ||||
| 2025-11-07 | 13F | Synergy Investment Management, LLC | 12.406 | 15,47 | 1.498 | 26,65 | ||||
| 2025-10-27 | 13F | Ashton Thomas Securities, Llc | 53.534 | 6.463 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2.925 | 16,81 | 322 | 38,79 | ||||
| 2025-10-20 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4.814 | 0,00 | 581 | 9,62 | ||||
| 2025-11-12 | 13F | Chapman Financial Group, Llc | 59 | 7 | ||||||
| 2025-10-27 | 13F | Argentarii, LLC | 2.209 | 0,00 | 267 | 9,47 | ||||
| 2025-10-06 | 13F | Inspirion Wealth Advisors, Llc | 14.967 | 3,41 | 1.433 | -10,04 | ||||
| 2025-10-24 | 13F | Washington Trust Bank | 10.463 | -2,02 | 1.263 | 7,49 | ||||
| 2025-11-10 | 13F | Resources Investment Advisors, LLC. | 420.999 | -4,95 | 50.823 | 4,22 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-10-07 | 13F | Family Legacy Financial Solutions, LLC | 770 | 940,54 | 93 | 1.050,00 | ||||
| 2025-10-15 | 13F | Tritonpoint Wealth, Llc | 11.879 | 2,15 | 1.434 | 12,03 | ||||
| 2025-11-03 | 13F | Saxon Interests, Inc. | 3.360 | -1,26 | 386 | 22,54 | ||||
| 2025-11-14 | 13F | Clark Capital Management Group, Inc. | 7.043 | 57,63 | 850 | 73,12 | ||||
| 2025-11-14 | 13F | Lido Advisors, LLC | 3.639.449 | 6,47 | 439.354 | 16,74 | ||||
| 2025-10-21 | 13F | Moss Adams Wealth Advisors LLC | 11.468 | 0,00 | 1.384 | 9,67 | ||||
| 2025-10-31 | 13F | Instrumental Wealth, Llc | 147.298 | 0,13 | 18.324 | 12,01 | ||||
| 2025-11-05 | 13F | Post Resch Tallon Group Inc. | 1.861 | 0,00 | 225 | 9,80 | ||||
| 2025-11-05 | 13F | Financial & Tax Architects, LLC | 12.105 | 1.461 | ||||||
| 2025-11-10 | 13F | Arbor Trust Wealth Advisors, Llc | 3.505 | 0,11 | 423 | 9,87 | ||||
| 2025-11-06 | 13F | Gables Capital Management Inc. | 35.000 | 0,00 | 4.225 | 9,65 | ||||
| 2025-11-14 | 13F | TRUE Private Wealth Advisors | 107.773 | 597,24 | 13.010 | 664,84 | ||||
| 2025-11-12 | 13F | Element Pointe Advisors, Llc | 85.699 | 0,01 | 10.346 | 9,66 | ||||
| 2025-11-17 | 13F/A | Proficio Capital Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-22 | 13F | Daymark Wealth Partners, Llc | 40.423 | 4,97 | 4.880 | 15,10 | ||||
| 2025-10-22 | 13F | Bouvel Investment Partners, LLC | 33.259 | -3,19 | 4.015 | 6,16 | ||||
| 2025-10-23 | 13F | Coastal Investment Advisors, Inc. | 1.027 | -8,47 | 124 | 0,81 | ||||
| 2025-10-30 | 13F | Allegiance Financial Group Advisory Services LLC | 2.172 | -50,44 | 262 | -45,64 | ||||
| 2025-10-08 | 13F | Sendero Wealth Management, LLC | 15.866 | -2,63 | 1.915 | 6,80 | ||||
| 2025-10-31 | 13F | Global Assets Advisory, LLC | 3.913 | -19,19 | 472 | -10,44 | ||||
| 2025-11-07 | 13F | Main Street Group, LTD | 3.864 | -9,66 | 466 | -0,85 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 11.568 | -4,67 | 1.318 | 16,96 | ||||
| 2025-10-22 | 13F | Spirepoint Private Client, Llc | 28.268 | 1,01 | 3.413 | 10,74 | ||||
| 2025-10-20 | 13F | Koss-Olinger Consulting, LLC | 118.205 | 0,38 | 13.014 | 0,38 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Cim, Llc | 2.603 | 1,01 | 314 | 10,95 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-31 | 13F | Whittier Trust Co Of Nevada Inc | 18.658 | 12,28 | 2.259 | 23,46 | ||||
| 2025-10-20 | 13F | JB Capital LLC | 1.204.563 | 0,22 | 145.415 | 9,89 | ||||
| 2025-10-10 | 13F | SK Wealth Management, LLC | 11.752 | -1,55 | 1.434 | 8,39 | ||||
| 2025-10-22 | 13F | Old Second National Bank Of Aurora | 5.401 | -6,90 | 652 | 2,19 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 6.984 | -0,61 | 769 | 17,79 | ||||
| 2025-11-03 | 13F | Howard Wealth Management, Llc | 32.112 | -4,27 | 3.877 | 4,96 | ||||
| 2025-10-21 | 13F | Morris Financial Concepts, Inc. | 42.400 | -0,10 | 5.119 | 9,52 | ||||
| 2025-10-23 | 13F | Sage Financial Management Group, Inc. | 8.920 | 0,00 | 1.077 | |||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 4.519 | 0,00 | 546 | 9,66 | ||||
| 2025-10-21 | 13F | ETF Portfolio Partners, Inc. | 18.161 | -2,66 | 2.192 | 6,72 | ||||
| 2025-10-24 | 13F | R. W. Roge & Company, Inc. | 44.920 | -2,59 | 5 | 0,00 | ||||
| 2025-10-21 | 13F | Tradewinds Capital Management, LLC | 708 | -12,27 | 85 | -3,41 | ||||
| 2025-11-03 | 13F | Disciplined Investments, LLC | 5.894 | 0,00 | 712 | 9,72 | ||||
| 2025-11-12 | 13F | Ascent Capital Management, LLC | 117.036 | -0,07 | 14.129 | 9,56 | ||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 23.113 | -11,33 | 2.790 | -2,75 | ||||
| 2025-11-06 | 13F | IMA Wealth, Inc. | 1.031 | 0,00 | 125 | 9,73 | ||||
| 2025-10-23 | 13F | ShoreHaven Wealth Partners, LLC | 255.391 | 1,92 | 30.831 | 11,76 | ||||
| 2025-11-04 | 13F | Keybank National Association/oh | 761.658 | -1,57 | 91.947 | 7,93 | ||||
| 2025-11-17 | 13F | Hancock Whitney Corp | 97.262 | -3,90 | 11.741 | 5,37 | ||||
| 2025-11-13 | 13F | Zuckerman Investment Group, LLC | 2.485 | 0,00 | 300 | 9,52 | ||||
| 2025-11-13 | 13F | Black Swift Group, LLC | 3.256 | -5,21 | 393 | 3,97 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 54.904 | 380,18 | 6.632 | 420,16 | ||||
| 2025-10-23 | 13F | Finley Financial, LLC | 16.420 | -4,09 | 1.982 | 5,20 | ||||
| 2025-10-31 | 13F | Capital Investment Counsel, Inc | 0 | -100,00 | 0 | |||||
| 2025-10-07 | 13F | Salem Investment Counselors Inc | 10.344 | 0,00 | 1.249 | 9,67 | ||||
| 2025-10-29 | 13F | Glass Jacobson Investment Advisors llc | 3.562 | -1,30 | 430 | 8,31 | ||||
| 2025-11-10 | 13F | Rice Partnership, LLC | 839 | 25,60 | 101 | 38,36 | ||||
| 2025-10-17 | 13F | Everpar Advisors Llc | 9.304 | 3,27 | 1.123 | 13,32 | ||||
| 2025-12-02 | 13F | Allworth Financial LP | 530.547 | -1,14 | 64.048 | 8,39 | ||||
| 2025-10-22 | 13F | Courage Miller Partners, LLC | 5.249 | -6,65 | 634 | 2,26 | ||||
| 2025-10-10 | 13F | ABLE Financial Group, LLC | 6.016 | 4,01 | 726 | 14,15 | ||||
| 2025-10-29 | 13F | Family Wealth Group, LLC | 9.879 | 16,90 | 1.193 | 28,17 | ||||
| 2025-10-21 | 13F | Hubbell Strickland Wealth Management, LLC | 3.472 | 0,12 | 419 | 9,97 | ||||
| 2025-10-23 | 13F | Clarity Capital Advisors, LLC | 2.366 | -28,95 | 286 | -22,13 | ||||
| 2025-10-27 | 13F | N.E.W. Advisory Services LLC | 4.217 | -2,09 | 509 | 7,38 | ||||
| 2025-11-12 | 13F | New Age Alpha Advisors, LLC | 3.991 | -24,57 | 482 | -17,35 | ||||
| 2025-10-17 | 13F | Perigon Wealth Management, LLC | 103.496 | -1,47 | 12.494 | 8,03 | ||||
| 2025-11-14 | 13F | Rps Advisory Solutions Llc | 7.219 | -92,00 | 871 | -91,24 | ||||
| 2025-10-30 | 13F | Accredited Investors Inc. | 4.638 | 0,00 | 560 | 9,61 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 3.053 | 9,62 | 289 | -0,69 | ||||
| 2025-10-22 | 13F | GoalVest Advisory LLC | 292 | 0,00 | 35 | 9,38 | ||||
| 2025-10-28 | 13F | Jackson Hole Capital Partners, LLC | 49.131 | 1,27 | 5.931 | 11,05 | ||||
| 2025-11-14 | 13F | Maripau Wealth Management Llc | 14.617 | -7,43 | 1.765 | 1,61 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 45.212 | -11,32 | 5.017 | 6,02 | ||||
| 2025-10-27 | 13F | O'Connor Financial Group LLC | 4.694 | -0,59 | 567 | 8,22 | ||||
| 2025-11-12 | 13F | Twin Focus Capital Partners, Llc | 116.995 | 16,76 | 14.124 | 28,02 | ||||
| 2025-11-05 | 13F | Howe & Rusling Inc | 257 | 484,09 | 31 | 675,00 | ||||
| 2025-10-28 | 13F | Evolution Wealth Advisors, LLC | 10.230 | -60,40 | 1.235 | -56,61 | ||||
| 2025-11-14 | 13F | Moors & Cabot, Inc. | 1.868 | 226 | ||||||
| 2025-11-14 | 13F | Wimmer Associates 1, Llc | 6.300 | 0,00 | 761 | 9,67 | ||||
| 2025-10-29 | 13F | Partners Wealth Management, Llc | 16.216 | 9,04 | 1.958 | 40,79 | ||||
| 2025-11-14 | 13F | XTX Topco Ltd | 2.119 | 256 | ||||||
| 2025-10-22 | 13F | Greenspring Advisors, LLC | 1.680 | 203 | ||||||
| 2025-11-10 | 13F | Vestmark Advisory Solutions, Inc. | 273.381 | 231,73 | 33.003 | 263,74 | ||||
| 2025-10-15 | 13F | ARS Investment Partners, LLC | 3.122 | 32,29 | 377 | 45,17 | ||||
| 2025-11-06 | 13F | Wesbanco Bank Inc | 12.860 | 0,39 | 1.552 | 10,07 | ||||
| 2025-10-10 | 13F | Sharkey, Howes & Javer | 327.477 | 1,71 | 39.533 | 11,52 | ||||
| 2025-10-23 | 13F | Venturi Wealth Management, LLC | 31.025 | 11,81 | 3.745 | 22,63 | ||||
| 2025-08-07 | 13F | Payden & Rygel | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Sageworth Trust Co | 13.000 | 67,44 | 1.569 | 83,72 | ||||
| 2025-10-27 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | J. Safra Sarasin Holding AG | 9.500 | 0,00 | 1.142 | 9,71 | ||||
| 2025-11-10 | 13F | Zhang Financial LLC | 15.735 | 32,17 | 1.900 | 44,96 | ||||
| 2025-11-05 | 13F | Ledyard National Bank | 2.139 | -9,78 | 258 | -1,15 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 11.641 | 1,00 | 1 | 0,00 | ||||
| 2025-11-06 | 13F | May Barnhard Investments LLC | 7.113 | 0,06 | 859 | 9,72 | ||||
| 2025-10-29 | 13F | Frontier Asset Management, LLC | 63.162 | 1,95 | 7.625 | 11,77 | ||||
| 2025-10-14 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 950.939 | -5,39 | 114.797 | 3,74 | ||||
| 2025-10-28 | 13F | Csenge Advisory Group | 244.213 | -2,23 | 29.481 | 13,95 | ||||
| 2025-11-07 | 13F | Cassaday & Co Wealth Management LLC | 10.143 | 0,00 | 1.224 | 9,68 | ||||
| 2025-10-07 | 13F | Montecito Bank & Trust | 25.789 | -0,64 | 3.113 | 29,22 | ||||
| 2025-10-09 | 13F | Sprinkle Financial Consultants LLC | 22.096 | -0,79 | 2.667 | 8,77 | ||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 72.607 | 484,88 | 8.765 | 541,65 | ||||
| 2025-11-12 | 13F | Ballast Advisors Llc | 838 | 0,00 | 101 | 9,78 | ||||
| 2025-11-07 | 13F | Murphy & Mullick Capital Management Corp | 884 | 0,00 | 107 | 6,00 | ||||
| 2025-10-17 | 13F | MKT Advisors LLC | 12.062 | -0,12 | 1.462 | 11,09 | ||||
| 2025-10-21 | 13F | Capital Advisors Inc/ok | 71.147 | -0,48 | 8.589 | 9,12 | ||||
| 2025-10-16 | 13F | Beacon Investment Advisory Services, Inc. | 1.971 | 3,36 | 238 | 13,40 | ||||
| 2025-10-24 | 13F | Culbertson A N & Co Inc | 7.372 | 0,00 | 890 | 9,62 | ||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 45.871 | 1,39 | 5.538 | 11,16 | ||||
| 2025-11-14 | 13F | KKM Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Thrivent Financial For Lutherans | 1.441.392 | 196,87 | 174 | 228,30 | ||||
| 2025-11-12 | 13F | Freestone Capital Holdings, LLC | 19.548 | 0,02 | 2.360 | 9,67 | ||||
| 2025-10-15 | 13F | Busey Wealth Management | 336.790 | -1,38 | 40.657 | 8,13 | ||||
| 2025-10-30 | 13F | Coign Capital Advisors LLC | 25.286 | -0,45 | 3.053 | 9,16 | ||||
| 2025-10-20 | 13F | Continuum Advisory, LLC | 9.645 | 4,47 | 1.164 | 14,57 | ||||
| 2025-10-23 | 13F | Palouse Capital Management, Inc. | 2.480 | 0,00 | 299 | 9,52 | ||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 54.026 | 4,06 | 6.522 | 14,08 | ||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 672.804 | -2,73 | 81.221 | 6,66 | ||||
| 2025-11-14 | 13F | Quantinno Capital Management LP | 153.044 | 47,70 | 18.475 | 61,95 | ||||
| 2025-10-15 | 13F | Enclave Advisors LLC | 12.503 | 2,35 | 1.509 | 12,28 | ||||
| 2025-11-13 | 13F | Catalytic Wealth RIA, LLC | 79.576 | -0,41 | 9.606 | 9,21 | ||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 3.403 | 0,00 | 411 | |||||
| 2025-11-14 | 13F | Integrated Wealth Concepts LLC | 256.883 | -50,15 | 31.011 | -45,34 | ||||
| 2025-10-27 | 13F | Midwest Capital Advisors, LLC | 6.242 | 0,13 | 753 | 9,77 | ||||
| 2025-10-22 | 13F | Keystone Wealth Services, LLC | 32.615 | 85,32 | 3.937 | 103,25 | ||||
| 2025-10-03 | 13F | Aaron Wealth Advisors LLC | 9.003 | 0,00 | 1.087 | 9,59 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-10 | 13F | Diversified Enterprises, LLC | 5.811 | -2,94 | 701 | 6,37 | ||||
| 2025-11-04 | 13F | Meridian Wealth Management, LLC | 6.985 | -2,65 | 843 | 6,84 | ||||
| 2025-10-14 | 13F | CPR Investments Inc. | 4.317 | -17,72 | 521 | -9,71 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Cornerstone Planning Group LLC | 38.096 | 2.039,02 | 4.739 | 2.257,71 | ||||
| 2025-10-07 | 13F | Cooper Financial Group | 11.824 | -3,34 | 1.427 | 6,02 | ||||
| 2025-11-04 | 13F | Welch & Forbes Llc | 7.689 | 0,00 | 928 | 9,69 | ||||
| 2025-10-21 | 13F | PUREfi Wealth, LLC | 5.475 | -8,80 | 661 | 0,00 | ||||
| 2025-11-12 | 13F | Level Four Advisory Services, Llc | 107.553 | 0,58 | 12.984 | 10,28 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 3.206 | 0,00 | 387 | 9,94 | ||||
| 2025-11-04 | 13F | Transcendent Capital Group LLC | 58.673 | 8,94 | 7.083 | 19,45 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 21 | 2 | ||||||
| 2025-11-12 | 13F | Dogwood Wealth Management LLC | 137 | 0,00 | 17 | 6,67 | ||||
| 2025-11-03 | 13F | TD Waterhouse Canada Inc. | 8.879 | -1,06 | 1.079 | 10,55 | ||||
| 2025-11-12 | 13F | JT Stratford LLC | 37.484 | 0,68 | 4.525 | 10,39 | ||||
| 2025-11-14 | 13F | VestGen Advisors, LLC | 167.496 | -1,13 | 20.220 | 5,03 | ||||
| 2025-10-28 | 13F | Inlight Wealth Management, LLC | 210.897 | 0,00 | 211 | 0,00 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 5.675 | 685 | ||||||
| 2025-10-23 | 13F | Trust Co Of Virginia /va | 11.796 | 0,00 | 1.424 | 9,71 | ||||
| 2025-11-04 | 13F | Mutual Advisors, LLC | 138.992 | 0,83 | 16.881 | 7,55 | ||||
| 2025-10-28 | 13F | Nations Financial Group Inc, /ia/ /adv | 41.216 | 6,31 | 4.976 | 16,57 | ||||
| 2025-11-12 | 13F | Arcadia Wealth Management, LLC | 9.216 | 27,50 | 1.113 | 39,87 | ||||
| 2025-11-05 | 13F | MCF Advisors LLC | 2.638 | 0,00 | 318 | 9,66 | ||||
| 2025-10-21 | 13F | First National Bank Sioux Falls | 10.967 | -0,41 | 1.324 | 9,16 | ||||
| 2025-11-07 | 13F | Investment Partners, Ltd. | 53.748 | 0,00 | 6.488 | 9,65 | ||||
| 2025-10-21 | 13F | Ascent Wealth Partners, LLC | 58.767 | -2,71 | 7.094 | 6,68 | ||||
| 2025-10-14 | 13F | ADG Wealth Management Group, LLC | 241.164 | -0,91 | 29.113 | 8,65 | ||||
| 2025-11-06 | 13F | MidAtlantic Capital Management, Inc. | 10.476 | -4,82 | 1.265 | 4,38 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Cary Street Partner Investment Advisory Llc | 7.265 | 2,21 | 877 | 12,15 | ||||
| 2025-11-13 | 13F | Beaird Harris Wealth Management, LLC | 1.664 | 0,00 | 201 | 9,29 | ||||
| 2025-09-26 | NP | BINT - Bluemonte Global Equity ETF | 26 | 3 | ||||||
| 2025-11-17 | 13F | First Foundation Advisors | 56.489 | 11,03 | 6.819 | 21,75 | ||||
| 2025-11-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 3.185 | 0,00 | 384 | 9,71 | ||||
| 2025-11-05 | 13F | Fusion Capital, LLC | 4.868 | -0,94 | 608 | 12,41 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 10.376 | -23,73 | 1.253 | -16,37 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 28.843 | -18,22 | 3.176 | -3,02 | ||||
| 2025-11-10 | 13F | First American Trust, Fsb | 3.021 | 0,00 | 365 | 9,64 | ||||
| 2025-11-07 | 13F | Florida Financial Advisors, Llc | 2.006 | -84,97 | 242 | -83,53 | ||||
| 2025-10-29 | 13F | Inscription Capital, LLC | 1.836 | 222 | ||||||
| 2025-10-10 | 13F | Pathway Financial Advisors LLC | 30.150 | 0,00 | 3.640 | 9,64 | ||||
| 2025-10-29 | 13F | Sterling Investment Advisors Llc /adv | 9.604 | 57,99 | 1.159 | -30,26 | ||||
| 2025-11-07 | 13F | BOK Financial Private Wealth, Inc. | 309.677 | -3,95 | 37.384 | 5,32 | ||||
| 2025-11-14 | 13F | Fairview Capital Investment Management, Llc | 2.431 | 0,00 | 294 | 9,74 | ||||
| 2025-10-16 | 13F | Hoese & Co LLP | 1.032 | 0,00 | 125 | 9,73 | ||||
| 2025-11-03 | 13F | Hollencrest Capital Management | 10.645 | 0,00 | 1.285 | 9,64 | ||||
| 2025-11-13 | 13F | Basso Capital Management, L.p. | 201 | 0,00 | 24 | 9,09 | ||||
| 2025-11-12 | 13F | Mengis Capital Management, Inc. | 4.659 | 0,02 | 562 | 9,77 | ||||
| 2025-11-10 | 13F | EverSource Wealth Advisors, LLC | 28.372 | 10,56 | 3.425 | 21,24 | ||||
| 2025-11-06 | 13F | PFG Private Wealth Management, LLC | 3.161 | 382 | ||||||
| 2025-11-13 | 13F | Carret Asset Management, Llc | 46.021 | 2,05 | 5.556 | 11,88 | ||||
| 2025-10-06 | 13F | Gradient Investments LLC | 2.476 | 27,89 | 299 | 39,91 | ||||
| 2025-10-10 | 13F | Sound Income Strategies, LLC | 31.322 | 4,57 | 3.823 | 15,95 | ||||
| 2025-10-21 | 13F | Mattern Capital Management, Llc | 1.875 | -4,04 | 226 | 5,12 | ||||
| 2025-11-13 | 13F | Sei Investments Co | 186.856 | -3,60 | 22.557 | 5,70 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.548 | -31,96 | 187 | -25,60 | ||||
| 2025-11-13 | 13F | United Financial Planning Group LLC | 574 | 74 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 3.442 | 18,28 | 379 | 40,00 | ||||
| 2025-11-06 | 13F | Rhumbline Advisers | 27.880 | 0,00 | 3.366 | 9,64 | ||||
| 2025-11-14 | 13F | Rockefeller Capital Management L.P. | 677.237 | 2,02 | 81.756 | 11,47 | ||||
| 2025-11-03 | 13F | Novare Capital Management Llc | 83.441 | 6,65 | 10.073 | 16,94 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Global Retirement Partners, LLC | 253.769 | 5,14 | 30.635 | 15,29 | ||||
| 2025-10-22 | 13F | Cardinal Strategic Wealth Guidance | 1.326 | 0,00 | 160 | 10,34 | ||||
| 2025-10-27 | 13F | Retirement Planning Group | 74.562 | -0,41 | 9.001 | 9,21 | ||||
| 2025-10-14 | 13F | Voisard Asset Management Group, Inc. | 2.292 | 0,00 | 277 | 9,52 | ||||
| 2025-10-27 | 13F | Stephens Inc /ar/ | 38.632 | -1,55 | 4.664 | 7,94 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 2.843 | 0,00 | 343 | 9,58 | ||||
| 2025-10-27 | 13F | Janney Montgomery Scott LLC | 2.151.752 | -4,12 | 260 | 4,86 | ||||
| 2025-10-20 | 13F | Diversified Trust Co | 42.580 | 251,41 | 5.140 | 285,31 | ||||
| 2025-11-10 | 13F | Novem Group | 18.870 | 100,83 | 2.278 | 120,31 | ||||
| 2025-11-04 | 13F | Ashton Thomas Private Wealth, LLC | 183.571 | 68,43 | 22.161 | 84,68 | ||||
| 2025-10-22 | 13F | Bernardo Wealth Planning LLC | 20.182 | 0,00 | 2.436 | 121.700,00 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 17.913 | 476,17 | 2.162 | 532,16 | ||||
| 2025-10-16 | 13F | Trust Co Of Toledo Na /oh/ | 4.867 | 0,00 | 588 | 9,72 | ||||
| 2025-10-15 | 13F | Summit Financial Consulting LLC | 55.552 | 6.706 | ||||||
| 2025-10-23 | 13F | Ramiah Investment Group | 29.448 | 3.555 | ||||||
| 2025-11-04 | 13F | Tsfg, Llc | 18.732 | -6,24 | 2 | 0,00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 35.762 | -16,51 | 3.937 | -0,98 | ||||
| 2025-10-30 | 13F | Brandywine Oak Private Wealth Llc | 5.524 | 0,00 | 667 | 9,54 | ||||
| 2025-11-05 | 13F | Vantage Financial Partners, LLC | 2.556 | 2,49 | 309 | 12,41 | ||||
| 2025-11-14 | 13F | Toroso Investments, LLC | 1.946 | -6,08 | 235 | 2,63 | ||||
| 2025-10-14 | 13F | Welch Group, LLC | 8.179 | 57,41 | 987 | 72,55 | ||||
| 2025-11-10 | 13F | Curtis Advisory Group, LLC | 5.179 | 0,00 | 625 | 9,65 | ||||
| 2025-11-12 | 13F | Victory Capital Management Inc | 1.971 | -10,08 | 238 | -1,24 | ||||
| 2025-11-03 | 13F | Hallmark Capital Management Inc | 41.404 | -3,06 | 4.998 | 6,30 | ||||
| 2025-11-10 | 13F | Equitable Trust Co | 7.204 | -4,77 | 870 | 4,45 | ||||
| 2025-11-19 | 13F | Center For Asset Management LLC | 3.604 | -3,30 | 435 | 14,17 | ||||
| 2025-11-17 | 13F/A | Keystone Financial Group | 3.533 | -0,81 | 427 | 8,67 | ||||
| 2025-10-22 | 13F | Financial Perspectives, Inc | 95.304 | 0,68 | 11.505 | 10,39 | ||||
| 2025-11-06 | 13F | Tempus Wealth Planning, LLC | 17.144 | 9,48 | 2.070 | 20,01 | ||||
| 2025-10-17 | 13F | Financial Partners Group, Inc | 7.907 | 0,01 | 955 | 9,66 | ||||
| 2025-10-27 | 13F | Bangor Savings Bank | 2.169 | 49,79 | 262 | 64,15 | ||||
| 2025-06-27 | 13F | Copley Financial Group, Inc. | 669 | 0,00 | 68 | 0,00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 17.484 | -15,63 | 1.925 | 0,05 | ||||
| 2025-10-16 | 13F | Signature Resources Capital Management, LLC | 879 | -56,03 | 106 | -51,82 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 1.678 | 209 | ||||||
| 2025-11-13 | 13F | VSM Wealth Advisory, LLC | 1.946 | -11,22 | 235 | -2,90 | ||||
| 2025-11-14 | 13F | Verity Asset Management, Inc. | 28.690 | 60,94 | 3.463 | 76,50 | ||||
| 2025-11-14 | 13F | Cardiff Park Advisors, Llc | 1.795 | 0,00 | 217 | 9,64 | ||||
| 2025-10-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 950 | 0,00 | 115 | 9,62 | ||||
| 2025-11-14 | 13F | Wiley Bros.-aintree Capital, Llc | 400.855 | 15,66 | 48.358 | 26,74 | ||||
| 2025-10-28 | 13F | True Vision MN LLC | 74.755 | -4,60 | 9.024 | 4,60 | ||||
| 2025-11-13 | 13F | Pinkerton Retirement Specialists, LLC | 206.238 | -21,14 | 24.897 | -13,53 | ||||
| 2025-10-31 | 13F | BAM Wealth Management, LLC | 5.865 | 708 | ||||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Call | 49.700 | -35,71 | 6.000 | -29,51 | |||
| 2025-10-28 | 13F | Cambridge Capital Management, Llc | 12.843 | -2,12 | 1.550 | 7,34 | ||||
| 2025-11-06 | 13F | Johnson Investment Counsel Inc | 177.929 | 8,46 | 21.480 | 18,92 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Put | 42.600 | -31,84 | 5.143 | -25,27 | |||
| 2025-10-28 | 13F | Dynamic Financial Group | 5.385 | 0,04 | 650 | 9,80 | ||||
| 2025-11-14 | 13F | Zacks Investment Management | 1.718 | 207 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Huntington National Bank | 184.193 | 4,37 | ||||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 67.144 | 46,11 | 8.106 | 60,21 | ||||
| 2025-10-15 | 13F | Hrc Wealth Management, Llc | 1.714 | 207 | ||||||
| 2025-11-04 | 13F | Processus Wealth & Capital Management, LLC | 8.355 | -33,44 | 1.009 | -27,06 | ||||
| 2025-11-19 | 13F/A | Aspire Private Capital, LLC | 18.347 | -6,98 | 2.215 | 1,98 | ||||
| 2025-11-12 | 13F | Gryphon Financial Partners LLC | 61.886 | -0,38 | 7.471 | 9,23 | ||||
| 2025-11-12 | 13F | Abacus Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 6.061 | -1,38 | 563 | -9,94 | ||||
| 2025-10-28 | 13F | Procyon Private Wealth Partners, LLC | 36.014 | -0,92 | 4.348 | 8,62 | ||||
| 2025-11-05 | 13F | Stordahl Capital Management, Inc. | 48.855 | -0,76 | 5.898 | 8,80 | ||||
| 2025-10-31 | 13F | Barrett & Company, Inc. | 154.458 | 7,44 | 18.646 | 17,80 | ||||
| 2025-11-05 | 13F | Renasant Bank | 22.022 | -16,39 | 2.658 | -8,34 | ||||
| 2025-11-24 | 13F | Cherry Tree Wealth Management, LLC | 105 | 0,00 | 13 | 9,09 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 25 | 3 | ||||||
| 2025-11-14 | 13F | Beacon Pointe Advisors, LLC | 248.691 | -11,10 | 30.022 | -2,52 | ||||
| 2025-08-14 | 13F | Acas, Llc | 61.680 | -2,44 | 7.134 | 17,80 | ||||
| 2025-11-03 | 13F | Atlantic Private Wealth, LLC | 1.586 | -1,06 | 192 | 8,52 | ||||
| 2025-10-24 | 13F | Trilogy Capital Inc. | 4.157 | -7,13 | 502 | 1,83 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | GEN Financial Management, INC. | 6.569 | -3,01 | 793 | 6,44 | ||||
| 2025-11-14 | 13F | Evoke Wealth, Llc | 16.717 | 33,76 | 2.018 | 46,66 | ||||
| 2025-10-24 | 13F | Meeder Advisory Services, Inc. | 4.074 | 13,04 | 492 | 23,99 | ||||
| 2025-10-24 | 13F | Evergreen Private Wealth LLC | 6.985 | 2,33 | 843 | 12,25 | ||||
| 2025-10-09 | 13F | Dynamic Advisor Solutions LLC | 10.076 | 1,00 | 1.216 | 10,75 | ||||
| 2025-11-04 | 13F | Greykasell Wealth Strategies, Inc. | 2.346 | 0,00 | 283 | 9,69 | ||||
| 2025-10-15 | 13F | Mascagni Wealth Management, Inc. | 3.725 | 0,00 | 450 | 9,51 | ||||
| 2025-11-06 | 13F | Mechanics Financial Corp | 290 | 0,00 | 35 | 12,90 | ||||
| 2025-10-17 | 13F | Legacy Advisory Services, LLC | 43.888 | 0,11 | 4.456 | 6,17 | ||||
| 2025-11-04 | 13F | McKinley Carter Wealth Services, Inc. | 8.404 | 1,66 | 1.015 | 11,43 | ||||
| 2025-10-24 | 13F | SilverOak Wealth Management LLC | 581.363 | 0,03 | 70.182 | 9,68 | ||||
| 2025-11-13 | 13F | Meridian Wealth Partners, LLC | 258.036 | 56,62 | 31.150 | 71,74 | ||||
| 2025-10-21 | 13F | Commonwealth Financial Services, LLC | 36.837 | 21,47 | 4.447 | 33,19 | ||||
| 2025-12-01 | 13F | Private Wealth Advisors, LLC | 62.985 | -11,66 | 7.603 | -3,13 | ||||
| 2025-11-07 | 13F | Zions Bancorporation, National Association /ut/ | 1.894 | 0,00 | 229 | 9,62 | ||||
| 2025-10-09 | 13F | Princeton Global Asset Management LLC | 200 | 24 | ||||||
| 2025-10-28 | 13F | JNBA Financial Advisors | 8.936 | -0,81 | 1.079 | 8,78 | ||||
| 2025-10-01 | 13F | Park National Corp /oh/ | 6.541 | 0,00 | 790 | 9,58 | ||||
| 2025-10-28 | 13F | Confluence Wealth Services, Inc. | 18.429 | -0,44 | 2.225 | 9,13 | ||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 418.180 | 8,78 | 50.483 | 19,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-11-07 | 13F | Petra Financial Advisors Inc | 3.382 | -1,57 | 408 | 7,94 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | HORAN Wealth, LLC | 2.965 | 358 | ||||||
| 2025-10-29 | 13F | Bfsg, Llc | 1.814 | 0,00 | 219 | 9,55 | ||||
| 2025-10-22 | 13F | City Holding Co | 8.602 | -4,07 | 1.038 | 5,17 | ||||
| 2025-10-17 | 13F | FSM Wealth Advisors, LLC | 8.344 | -6,01 | 1.007 | 3,07 | ||||
| 2025-11-14 | 13F | Archetype Wealth Partners | 1.984 | 0,00 | 0 | |||||
| 2025-10-06 | 13F | Insight Wealth Strategies, LLC | 4.678 | -3,35 | 565 | 7,02 | ||||
| 2025-10-17 | 13F | Sowell Financial Services LLC | 46.323 | -0,25 | 5.592 | 9,39 | ||||
| 2025-10-07 | 13F | Sawyer & Company, Inc | 600 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | Advisory Alpha, LLC | 2.993 | 12,73 | 363 | 24,32 | ||||
| 2025-10-14 | 13F | Able Wealth Management LLC | 13.781 | -2,38 | 1.664 | 7,01 | ||||
| 2025-10-23 | 13F | Anb Bank | 2.185 | 0,00 | 264 | 9,58 | ||||
| 2025-11-13 | 13F | Betterment LLC | 12.252 | 3,87 | 1 | 0,00 | ||||
| 2025-10-23 | 13F | SkyOak Wealth, LLC | 6.274 | 0,00 | 757 | 9,71 | ||||
| 2025-11-05 | 13F | Next Capital Management LLC | 50.548 | 5,81 | 6.102 | 16,03 | ||||
| 2025-10-16 | 13F | Hudson Valley Investment Advisors Inc /adv | 2.075 | -29,66 | 250 | -22,84 | ||||
| 2025-10-10 | 13F | Focused Wealth Management, Inc | 11.026 | 0,06 | 1.331 | 9,73 | ||||
| 2025-10-21 | 13F | Vishria Bird Financial Group, LLC | 3.964 | 0,00 | 479 | 9,63 | ||||
| 2025-10-31 | 13F | Harvey Capital Management Inc | 6.975 | 0,00 | 842 | 10,79 | ||||
| 2025-10-23 | 13F | Duncker Streett & Co Inc | 2.688 | -5,22 | 324 | 3,85 | ||||
| 2025-11-14 | 13F | Ofc Financial Planning, Llc | 10.598 | 0,00 | 1.279 | 9,69 | ||||
| 2025-10-15 | 13F | Integris Wealth Management, LLC | 1.991 | 0,00 | 240 | 9,59 | ||||
| 2025-10-30 | 13F | Colton Groome Financial Advisors, Llc | 6.117 | -2,08 | 738 | 7,42 | ||||
| 2025-11-10 | 13F | Frisch Financial Group, Inc. | 6.329 | 764 | ||||||
| 2025-10-30 | 13F | Investment Management Corp /va/ /adv | 17.250 | 1,61 | 2.082 | 11,40 | ||||
| 2025-11-03 | 13F | SYM FINANCIAL Corp | 2.851 | -26,86 | 344 | -19,81 | ||||
| 2025-11-17 | 13F | Pin Oak Investment Advisors Inc | 704 | -7,85 | 85 | |||||
| 2025-10-28 | 13F | Avantra Family Wealth, Inc. | 13.650 | 1.648 | ||||||
| 2025-11-12 | 13F | One Wealth Capital Management, Llc | 64.343 | -5,59 | 7.768 | 3,52 | ||||
| 2025-10-08 | 13F | Patriot Financial Group Insurance Agency, LLC | 50.714 | -24,34 | 6.122 | -17,05 | ||||
| 2025-11-12 | 13F | Arete Wealth Advisors, LLC | 33.710 | 3,21 | 4 | 33,33 | ||||
| 2025-10-29 | 13F | HHM Wealth Advisors, LLC | 630 | 30,98 | 76 | 46,15 | ||||
| 2025-11-14 | 13F | Glen Eagle Advisors, LLC | 3.763 | 1,79 | 454 | 11,82 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 4.681 | 1,76 | 565 | 11,66 | ||||
| 2025-11-12 | 13F | Staley Capital Advisers Inc | 5.534 | 0,00 | 668 | 9,69 | ||||
| 2025-11-12 | 13F | Landing Point Financial Group, LLC | 3.180 | 0,00 | 384 | 9,43 | ||||
| 2025-10-24 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 8.880 | 0,00 | 1.078 | 10,34 | ||||
| 2025-11-04 | 13F | Three Cord True Wealth Management, LLC | 2.867 | -1,21 | 346 | 8,46 | ||||
| 2025-10-14 | 13F | LongView Wealth Management | 10.655 | -1,44 | 1.286 | 8,07 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 425 | -55,59 | 49 | -45,45 | ||||
| 2025-10-29 | 13F | Root Financial Partners, LLC | 1.278 | 154 | ||||||
| 2025-10-14 | 13F | Security Financial Services, INC. | 236.000 | -3,44 | 28.490 | 5,88 | ||||
| 2025-11-03 | 13F | Marino, Stram & Associates Llc | 17.983 | 5,51 | 2.171 | 15,67 | ||||
| 2025-11-12 | 13F | First Trust Advisors Lp | 31.239 | -1,87 | 3.771 | 7,62 | ||||
| 2025-11-06 | 13F | Gallagher Capital Advisors, LLC | 168.300 | 67,80 | 21.054 | 84,17 | ||||
| 2025-10-06 | 13F | Nilsine Partners, LLC | 2.131 | 257 | ||||||
| 2025-10-29 | 13F | Parsons Capital Management Inc/ri | 2.400 | 0,00 | 290 | 9,47 | ||||
| 2025-11-24 | 13F | Burkett Financial Services, Llc | 16.634 | -6,18 | 2.008 | 2,92 | ||||
| 2025-11-14 | 13F | Squarepoint Ops LLC | 5.818 | 702 | ||||||
| 2025-10-15 | 13F | Blue Zone Wealth Advisors, LLC | 114.301 | 3,83 | 13.798 | 13,84 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 224.358 | -1,94 | 27.084 | 7,52 | ||||
| 2025-11-12 | 13F | Tiaa Trust, National Association | 94.061 | -0,07 | 11.355 | 9,56 | ||||
| 2025-10-14 | 13F | Builder Investment Group Inc /adv | 1.931 | 0,00 | 233 | 9,91 | ||||
| 2025-11-12 | 13F | Stifel Financial Corp | 7.158.604 | 0,41 | 864.188 | 10,09 | ||||
| 2025-11-14 | 13F | Matrix Private Capital Group Llc | 32.532 | -0,31 | 3.927 | 9,33 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Goodman Advisory Group, LLC | 2.143 | 0,00 | 259 | 9,79 | ||||
| 2025-11-03 | 13F | Paulson Wealth Management Inc. | 3.200 | 0,00 | 386 | 9,66 | ||||
| 2025-10-21 | 13F | True Wealth Design, LLC | 501 | 0,00 | 60 | 9,09 | ||||
| 2025-10-20 | 13F | Avaii Wealth Management, Llc | 2.423 | 0,37 | 293 | 10,19 | ||||
| 2025-11-14 | 13F | Windsor Advisory Group, LLC | 2.586 | 6,86 | 312 | 17,29 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 83.244 | 301,68 | 10.049 | 340,55 | ||||
| 2025-11-14 | 13F | High Falls Advisors, Inc | 238.739 | -5,28 | 28.821 | 3,86 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 6.088 | 0,00 | 670 | 18,58 | ||||
| 2025-11-07 | 13F | Pennsylvania Capital Management Inc /adv | 10.356 | 0,00 | 1.250 | 9,65 | ||||
| 2025-11-12 | 13F | M1 Capital Management LLC | 144.887 | -4,00 | 17.491 | 5,25 | ||||
| 2025-10-10 | 13F | USA Financial Portformulas Corp | 547.462 | -4,47 | 66.090 | 4,74 | ||||
| 2025-11-14 | 13F | Beacon Investment Advisors Llc | 9.200 | 0,00 | 1.111 | 10,23 | ||||
| 2025-10-27 | 13F | Allen Capital Group, LLC | 3.286 | 0,00 | 397 | 9,70 | ||||
| 2025-10-31 | 13F | Chilton Capital Management Llc | 751 | 30,38 | 91 | 42,86 | ||||
| 2025-10-15 | 13F | Plancorp, LLC | 5.689 | -12,25 | 687 | -3,79 | ||||
| 2025-10-24 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6.030 | -9,62 | 728 | -0,95 | ||||
| 2025-10-21 | 13F | Hudson Capital Management LLC | 24.443 | -4,59 | 2.951 | 4,61 | ||||
| 2025-11-10 | 13F | White Pine Capital Llc | 14.169 | -8,92 | 1.710 | -0,12 | ||||
| 2025-10-30 | 13F | BIP Wealth, LLC | 17.826 | 92,80 | 2.152 | 111,39 | ||||
| 2025-10-23 | 13F | tru Independence LLC | 6.401 | 4,59 | 773 | 14,71 | ||||
| 2025-11-04 | 13F | Howard Capital Management Inc. | 97.390 | -2,50 | 11.757 | 6,90 | ||||
| 2025-11-06 | 13F | IFG Advisors, LLC | 10.170 | 1,00 | 1.228 | 10,74 | ||||
| 2025-10-30 | 13F | Joel Isaacson & Co., LLC | 23.246 | 0,01 | 2.806 | 9,65 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 9.938 | -16,66 | 1.200 | -8,61 | ||||
| 2025-11-14 | 13F | Scotia Capital Inc. | 7.337 | -1,08 | 886 | 8,46 | ||||
| 2025-10-24 | 13F | Sonoma Allocations LLC | 10.400 | 1.246 | ||||||
| 2025-11-14 | 13F | Camarda Financial Advisors, LLC | 65.290 | -25,89 | 7.882 | -18,74 | ||||
| 2025-11-14 | 13F | Morgan Stanley | 33.459.761 | -1,57 | 4.039.263 | 7,92 | ||||
| 2025-10-21 | 13F | Watershed Private Wealth Llc | 8.510 | -2,65 | 1.027 | 6,76 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Floyd Financial Group Llc | 3.986 | 0,00 | 481 | 9,07 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES | 5.291 | 51,21 | 583 | 79,63 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 35.540 | -31,23 | 4.290 | -24,59 | ||||
| 2025-10-27 | 13F | Hoxton Planning & Management, LLC | 47.092 | -0,68 | 5.685 | 8,89 | ||||
| 2025-10-22 | 13F | D.a. Davidson & Co. | 84.642 | 9,27 | 10.218 | 19,82 | ||||
| 2025-10-10 | 13F | Foster Victor Wealth Advisors, LLC | 2.087 | 14,23 | 253 | 24,75 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 452 | 0,00 | 50 | 16,67 | ||||
| 2025-11-12 | 13F | Buska Wealth Management, LLC | 8.857 | 8,46 | 1.069 | 18,91 | ||||
| 2025-11-05 | 13F | Ironwood Investment Counsel, LLC | 9.193 | 0,62 | 1.110 | 10,35 | ||||
| 2025-11-12 | 13F | Power Wealth Management Llc | 24.250 | 0,00 | 2.927 | 9,67 | ||||
| 2025-11-06 | 13F | Oxinas Partners Wealth Management LLC | 11.490 | -2,36 | 1.387 | 7,10 | ||||
| 2025-11-14 | 13F | Rinkey Investments | 6.231 | 752 | ||||||
| 2025-08-26 | NP | GRZZX - Leuthold Grizzly Short Fund | Short | -22.820 | -41,26 | -2.512 | -30,34 | |||
| 2025-11-04 | 13F | PAX Financial Group, LLC | 188.352 | 4,80 | 22.738 | 14,90 | ||||
| 2025-10-14 | 13F | RTD Financial Advisors, Inc. | 42.196 | -1,45 | 5.094 | 8,04 | ||||
| 2025-10-31 | 13F | Parthenon Llc | 5.136 | 0,00 | 620 | 9,73 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | South Plains Financial, Inc. | 13.365 | 0,00 | 1.613 | 9,65 | ||||
| 2025-10-24 | 13F | Morton Capital Management LLC/CA | 12.020 | 155,20 | 1.451 | 180,12 | ||||
| 2025-11-07 | 13F | Ingalls & Snyder Llc | 3.409 | 0,00 | 0 | |||||
| 2025-10-27 | 13F | Versant Capital Management, Inc | 4.387 | 0,00 | 530 | 9,52 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-07 | 13F | Friday Financial | 11.744 | 0,00 | 1.418 | 9,67 | ||||
| 2025-11-03 | 13F | Truist Financial Corp | 1.165.761 | -1,99 | 140.731 | 7,46 | ||||
| 2025-11-13 | 13F | Diversify Advisory Services, LLC | 60.450 | 85,11 | 7.579 | 100,40 | ||||
| 2025-10-23 | 13F | Evolution Wealth Management Inc. | 5.168 | 1,87 | 624 | 11,65 | ||||
| 2025-11-10 | 13F | Optiver Holding B.V. | 378 | 46 | ||||||
| 2025-11-14 | 13F | Brasada Capital Management, Lp | 9.979 | 0,00 | 1.211 | 9,59 | ||||
| 2025-11-04 | 13F | Tyche Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Herold Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Stiles Financial Services Inc | 3.305 | 0,00 | 399 | 9,92 | ||||
| 2025-10-31 | 13F | First Citizens Bank & Trust Co | 30.812 | -2,00 | 3.720 | 7,45 | ||||
| 2025-11-12 | 13F | Meridian Wealth Advisors, LLC | 41.747 | 75,03 | 5.040 | 91,96 | ||||
| 2025-11-13 | 13F | Integrated Capital Management, LLC | 6.306 | 0,11 | 786 | |||||
| 2025-10-09 | 13F | Compton Wealth Advisory Group, LLC | 56.945 | 0,59 | 6.874 | 10,30 | ||||
| 2025-11-14 | 13F | United Capital Financial Advisers, Llc | 1.065.257 | -3,01 | 128.598 | 6,34 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | KC Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Michels Family Financial, LLC | 2.337 | -2,14 | 282 | 7,63 | ||||
| 2025-10-27 | 13F | Manning & Napier Advisors Llc | 4.916 | 0,00 | 594 | 9,61 | ||||
| 2025-10-20 | 13F | Quest 10 Wealth Builders, Inc. | 2.118 | 2,42 | 256 | 12,33 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 90.782 | -0,92 | 10.959 | 8,64 | ||||
| 2025-11-06 | 13F | Pacific Point Advisors, LLC | 9.200 | 0,00 | 1.111 | 9,68 | ||||
| 2025-11-12 | 13F | Sand Hill Global Advisors, LLC | 1.755 | 212 | ||||||
| 2025-10-21 | 13F | Salomon & Ludwin, LLC | 628.889 | -4,72 | 76.133 | 5,09 | ||||
| 2025-11-10 | 13F | Coyle Financial Counsel LLC | 3.833 | 0,00 | 463 | 9,48 | ||||
| 2025-11-06 | 13F | Midwest Financial Group LLC | 113.544 | 2,18 | 13.707 | 12,04 | ||||
| 2025-10-14 | 13F | TL Private Wealth | 9.770 | -5,33 | 1.180 | 3,79 | ||||
| 2025-10-09 | 13F | Whitcomb & Hess, Inc. | 18.268 | -2,40 | 2.205 | 7,04 | ||||
| 2025-11-12 | 13F | AlphaCore Capital LLC | 48.160 | -0,61 | 5.814 | 8,98 | ||||
| 2025-11-13 | 13F | Crewe Advisors LLC | 5.279 | -2,49 | 637 | 6,88 | ||||
| 2025-10-20 | 13F | Adirondack Trust Co | 537 | 0,00 | 65 | 8,47 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-04 | 13F | Bridges Investment Management Inc | 46.646 | -0,49 | 5.631 | 9,13 | ||||
| 2025-11-10 | 13F | Aire Advisors, Llc | 1.952 | 0,00 | 236 | 9,81 | ||||
| 2025-10-10 | 13F | Thomasville National Bank | 44.776 | -0,60 | 5.405 | 8,99 | ||||
| 2025-10-03 | 13F | Dentgroup LLC | 23.850 | -0,16 | 2.879 | 9,47 | ||||
| 2025-11-17 | 13F | GWM Advisors LLC | 1.718.950 | 3,56 | 207.511 | 13,55 | ||||
| 2025-11-14 | 13F | Vident Advisory, LLC | 9.424 | 28,27 | 1.138 | 40,72 | ||||
| 2025-11-10 | 13F | Fortis Advisors, LLC | 2.148 | -17,67 | 259 | -9,76 | ||||
| 2025-10-09 | 13F | Riversedge Advisors, Llc | 13.143 | -0,24 | 1.587 | 9,38 | ||||
| 2025-11-14 | 13F | Silvercrest Asset Management Group Llc | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | May Hill Capital, LLC | 72.401 | 42,65 | 8.740 | 56,43 | ||||
| 2025-11-13 | 13F | Rehmann Capital Advisory Group | 1.120.983 | -4,28 | 135.371 | 4,99 | ||||
| 2025-11-05 | 13F | Bessemer Group Inc | 29.667 | 0,00 | 4 | 0,00 | ||||
| 2025-11-14 | 13F | Yukon Wealth Management, Inc. | 25.186 | 0,33 | 3.041 | 10,03 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 2.499 | -6,82 | 275 | 10,89 | ||||
| 2025-09-19 | 13F | Canal Capital Management, LLC | 4.337 | 5,96 | 477 | 25,53 | ||||
| 2025-10-27 | 13F | New Republic Capital, LLC | 5.119 | -2,64 | 618 | 6,75 | ||||
| 2025-10-15 | 13F | First PREMIER Bank | 1.530 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Hrt Financial Lp | 14.429 | 2 | ||||||
| 2025-11-03 | 13F | Wealthspan Partners, Llc | 42.131 | -1,07 | 5.086 | 8,49 | ||||
| 2025-10-23 | 13F | Benjamin Edwards Inc | 32.475 | 4,65 | 3.920 | 14,75 | ||||
| 2025-10-22 | 13F | Semus Wealth Partners LLC | 11.106 | 7,07 | 1.341 | 17,34 | ||||
| 2025-10-28 | 13F | Mascoma Wealth Management LLC | 2.619 | 0,00 | 316 | 9,72 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 124.574 | -4,16 | 13.716 | 13,67 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 87.792 | 10.598 | ||||||
| 2025-11-03 | 13F | Straight Path Wealth Management | 1.734 | 209 | ||||||
| 2025-11-14 | 13F | Ieq Capital, Llc | 149.718 | -1,70 | 18.074 | 7,78 | ||||
| 2025-11-14 | 13F | GreatBanc Trust CO | 4.600 | 555 | ||||||
| 2025-10-27 | 13F | Grimes & Company, Inc. | 3.192 | 0,13 | 385 | 9,69 | ||||
| 2025-11-12 | 13F | Provenance Wealth Advisors, LLC | 10.109 | -0,43 | 1.220 | 9,22 | ||||
| 2025-11-05 | 13F | RCS Financial Planning, LLC | 34.122 | 3,85 | 4.119 | 13,88 | ||||
| 2025-10-21 | 13F | Brookwood Investment Group LLC | 10.394 | -66,74 | 1.255 | -63,55 | ||||
| 2025-10-15 | 13F | Cwm, Llc | 4.798.004 | -8,46 | 579 | 0,35 | ||||
| 2025-11-12 | 13F | Rockbridge Investment Management, LCC | 2.760 | 0,00 | 333 | 9,90 | ||||
| 2025-10-09 | 13F | Shelton Wealth Management, Llc | 2.641 | 0,04 | 319 | 9,66 | ||||
| 2025-10-21 | 13F | Brown Miller Wealth Management, LLC | 4.320 | 521 | ||||||
| 2025-11-10 | 13F | Lake Street Financial Llc | 4.172 | -0,12 | 504 | 9,59 | ||||
| 2025-11-13 | 13F | Eldridge Investment Advisors, Inc. | 5.200 | 0,00 | 628 | 9,62 | ||||
| 2025-10-24 | 13F | Hidden Cove Wealth Management, LLC | 4.291 | -0,37 | 518 | 9,28 | ||||
| 2025-10-09 | 13F | Curated Wealth Partners LLC | 4.625 | 0,00 | 558 | 9,63 | ||||
| 2025-10-27 | 13F | Plan Group Financial, LLC | 2.264 | 12,81 | 273 | 24,09 | ||||
| 2025-10-29 | 13F | Nordwand Advisors, LLC | 1.790 | -23,50 | 216 | -15,95 | ||||
| 2025-11-05 | 13F | B.O.S.S. Retirement Advisors, LLC | 23.767 | 94,81 | 2.869 | 113,63 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-02 | 13F | Trust Co of the South | 5.545 | -7,94 | 669 | 0,90 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 405.029 | 68,53 | 48.895 | 84,79 | ||||
| 2025-10-09 | 13F | Peterson Wealth Advisors, LLC | 50.080 | 1,07 | 6.059 | 11,05 | ||||
| 2025-11-13 | 13F | Van Hulzen Asset Management, LLC | 6.915 | -5,71 | 835 | 3,35 | ||||
| 2025-11-04 | 13F | Simmons Bank | 13.100 | 17,88 | 1.581 | 29,27 | ||||
| 2025-10-17 | 13F | Kavar Capital Partners Group, Llc | 2.718 | 0,00 | 328 | 9,70 | ||||
| 2025-10-23 | 13F | Lee-Kelleher Wealth Management | 94.045 | -12,10 | 11.353 | -3,62 | ||||
| 2025-10-31 | 13F | REDW Wealth LLC | 16.453 | 0,00 | 1.986 | 9,66 | ||||
| 2025-11-10 | 13F | LaFleur & Godfrey LLC | 4.625 | -1,39 | 558 | 8,14 | ||||
| 2025-11-12 | 13F | Empirical Asset Management, LLC | 10.019 | -6,32 | 1.209 | 2,72 | ||||
| 2025-11-05 | 13F | Prasad Wealth Partners, LLC | 3.213 | 0,12 | 388 | 9,63 | ||||
| 2025-11-13 | 13F | Nicolet Advisory Services, Llc | 20.367 | 0,00 | 2.464 | 8,26 | ||||
| 2025-11-12 | 13F | Laffer Investments | 24.844 | 2.999 | ||||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 28.156 | -10,07 | 3.442 | -0,38 | ||||
| 2025-11-14 | 13F | Warren Averett Asset Management, LLC | 462.200 | 2,38 | 55.797 | 12,26 | ||||
| 2025-11-14 | 13F | Sierra Capital LLC | 37.532 | 0,00 | 5 | 0,00 | ||||
| 2025-10-29 | 13F | Middleton & Co Inc/ma | 7.540 | -0,46 | 910 | 9,24 | ||||
| 2025-10-07 | 13F | Sonora Investment Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Financial Consulate, Inc | 336 | 41 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Oxler Private Wealth LLC | 6.754 | 0,09 | 815 | 9,84 | ||||
| 2025-11-13 | 13F | Visionary Wealth Advisors | 4.726 | 0,36 | 571 | 10,04 | ||||
| 2025-10-16 | 13F | Harwood Advisory Group, LLC | 257 | -6,88 | 31 | 3,33 | ||||
| 2025-11-14 | 13F | Talisman Wealth Advisors LLC | 7.733 | 14,06 | 934 | 25,07 | ||||
| 2025-11-06 | 13F | Assetmark, Inc | 133.503 | -10,65 | 16.117 | -2,04 | ||||
| 2025-11-10 | 13F | Ascension Capital Advisors, Inc. | 66.440 | 0,27 | 8.021 | 9,94 | ||||
| 2025-10-17 | 13F | Atlas Brown,Inc. | 26.984 | -1,81 | 3.258 | 7,67 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | 49 Wealth Management, Llc | 4.879 | -25,53 | 589 | -18,45 | ||||
| 2025-10-20 | 13F | Wallington Asset Management, LLC | 7.534 | 0,00 | 910 | 9,65 |
Other Listings
| US:IVW | 122,04 $ |
