Grundlæggende statistik
| Institutionelle ejere | 1351 total, 1348 long only, 1 short only, 2 long/short - change of -4,14% MRQ |
| Gennemsnitlig porteføljeallokering | 2.0371 % - change of -8,99% MRQ |
| Institutionelle aktier (lange) | 189.558.258 (ex 13D/G) - change of -14,71MM shares -3,97% MRQ |
| Institutionel værdi (lang) | $ 17.437.045 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) har 1351 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 189,558,258 aktier. Største aktionærer omfatter Morgan Stanley, Bank Of America Corp /de/, Raymond James Financial Inc, Fmr Llc, Wealth Enhancement Advisory Services, Llc, LPL Financial LLC, Pnc Financial Services Group, Inc., BlackRock, Inc., Envestnet Asset Management Inc, and Catalyst Capital Advisors LLC .
iShares Trust - iShares MSCI USA Min Vol Factor ETF (BMV:USMV) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Facet Wealth, Inc. | 445.185 | 1,15 | 42.355 | 3,91 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | Divergent Planning, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Bank Of America Corp /de/ | 13.794.595 | 0,72 | 1.312.418 | 2,08 | ||||
| 2025-11-14 | 13F | Sentinus, LLC | 3.458 | 0,44 | 329 | 1,55 | ||||
| 2025-11-07 | 13F | Pnc Financial Services Group, Inc. | 5.119.584 | -6,23 | 487.077 | -4,96 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 103.318 | 0,38 | 9.830 | 1,74 | ||||
| 2026-01-09 | 13F | Post Resch Tallon Group Inc. | 7.358 | 1,38 | 693 | 0,29 | ||||
| 2026-01-13 | 13F | Guerra Pan Advisors, Llc | 67.919 | -1,21 | 6.395 | -2,22 | ||||
| 2025-11-07 | 13F | Centennial Bank/AR/ | 258 | 0,00 | 25 | 0,00 | ||||
| 2025-12-29 | 13F | Swiss Life Asset Management Ltd | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Prospera Financial Services Inc | 78.604 | -2,58 | 7.480 | -1,27 | ||||
| 2025-10-23 | 13F | Webster Bank, N. A. | 6.067 | 3,06 | 577 | 4,53 | ||||
| 2025-11-03 | 13F | Patton Albertson Miller Group, Llc | 4.608 | -9,27 | 438 | -7,98 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 29.836 | 28,07 | 2.809 | 26,76 | ||||
| 2025-10-15 | 13F | Independent Wealth Network Inc. | 3.352 | 4,33 | 319 | 5,65 | ||||
| 2025-10-31 | 13F | Fairman Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Jones Financial Companies Lllp | 866.788 | 19,67 | 81.946 | 21,64 | ||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 1.385 | 32,54 | 132 | 33,67 | ||||
| 2025-11-13 | 13F | Franklin Resources Inc | 58.713 | -0,50 | 5.586 | 0,83 | ||||
| 2025-11-12 | 13F | Integrated Advisors Network LLC | 19.042 | 3,75 | 1.812 | 5,17 | ||||
| 2025-11-05 | 13F | MONECO Advisors, LLC | 108.061 | -3,29 | 10.281 | -1,98 | ||||
| 2025-11-14 | 13F | Equitable Holdings, Inc. | 175.676 | 0,16 | 16.714 | 1,52 | ||||
| 2026-01-12 | 13F | ONE Advisory Partners, LLC | 6.991 | -10,83 | 658 | -10,96 | ||||
| 2025-11-13 | 13F/A | Cynosure Management, Llc | 42.424 | 16,81 | 4.036 | 18,39 | ||||
| 2025-10-16 | 13F | Horst & Graben Wealth Management LLC | 2.431 | -3,38 | 231 | -2,12 | ||||
| 2025-11-03 | 13F | LRI Investments, LLC | 324 | -4,14 | 31 | -3,23 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 5.664 | 0,00 | 533 | -0,93 | ||||
| 2025-10-27 | 13F | LVZ Advisors, Inc. | 2.948 | 18,20 | 280 | 19,66 | ||||
| 2025-11-14 | 13F | Keebeck Wealth Management, LLC | 23.578 | -8,74 | 2.243 | -7,51 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 39.679 | 2,06 | 3.736 | 1,19 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.468 | 1.690,24 | 138 | 1.871,43 | ||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 5.004 | -11,67 | 471 | -12,45 | ||||
| 2025-11-04 | 13F | Centric Wealth Management | 16.749 | 3,44 | 1.561 | 3,79 | ||||
| 2025-11-25 | 13F | KERR FINANCIAL PLANNING Corp | 5.914 | 558 | ||||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Financial Life Planners | 43 | 4 | ||||||
| 2025-11-06 | 13F | Western Wealth Management, LLC | 57.817 | -1,14 | 5.501 | 0,20 | ||||
| 2025-11-14 | 13F | Clearwater Capital Advisors, LLC | 3.075 | 0,56 | 293 | 1,74 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 401 | 0,25 | 38 | -2,63 | ||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Valued Wealth Advisors LLC | 340 | 0,00 | 32 | 3,23 | ||||
| 2025-11-12 | 13F | Soltis Investment Advisors LLC | 10.059 | -0,33 | 957 | 0,95 | ||||
| 2025-11-14 | 13F | Fca Corp /tx | 3.258 | 0,15 | 310 | 1,31 | ||||
| 2025-10-29 | 13F | Courier Capital Llc | 78.024 | 9,10 | 7.423 | 10,58 | ||||
| 2025-10-24 | 13F | We Are One Seven, LLC | 114.261 | 31,15 | 10.871 | 32,92 | ||||
| 2025-10-29 | 13F | Verdence Capital Advisors LLC | 14.309 | -1,51 | 1.358 | -0,37 | ||||
| 2025-11-14 | 13F | Sittner & Nelson, Llc | 216 | 0,00 | 21 | 0,00 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 6.695 | 0,15 | 628 | 0,32 | ||||
| 2025-11-14 | 13F | Creative Planning | 263.666 | -1,08 | 25.085 | 0,26 | ||||
| 2025-11-14 | 13F | Federation des caisses Desjardins du Quebec | 5.247 | -92,62 | 499 | -92,53 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 8.168 | -1,26 | 769 | -2,16 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Ogorek Anthony Joseph /ny/ /adv | 1.568 | 12,00 | 0 | |||||
| 2025-10-10 | 13F | Newton One Investments LLC | 606 | -11,14 | 58 | -10,94 | ||||
| 2025-10-15 | 13F | BSW Wealth Partners | 2.522 | -7,45 | 240 | -6,27 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Principle Wealth Partners Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 10.582 | -1,85 | 996 | -2,83 | ||||
| 2025-10-16 | 13F | Provident Wealth Management, LLC | 14.186 | -0,18 | 1.350 | 1,20 | ||||
| 2025-11-12 | 13F | Rsm Us Wealth Management Llc | 227.778 | -2,12 | 21.671 | -0,80 | ||||
| 2025-11-03 | 13F | Hicks Capital Management Llc | 23.525 | 0,00 | 2.238 | 1,36 | ||||
| 2025-11-05 | 13F | Collier Financial | 89 | -34,56 | 8 | -33,33 | ||||
| 2025-11-10 | 13F | Thoroughbred Financial Services, Llc | 14.424 | -2,53 | 1 | 0,00 | ||||
| 2026-01-16 | 13F | Cassia Capital Partners, LLC | 227.493 | 4,72 | 21.423 | 3,65 | ||||
| 2025-10-30 | 13F | Rakuten Investment Management, Inc. | 102.883 | -4,19 | 9.745 | -2,14 | ||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 32.791 | -3,15 | 3.088 | -4,16 | ||||
| 2025-11-13 | 13F | Johnson Financial Group, Inc. | 33.885 | 11,34 | 3.224 | 12,85 | ||||
| 2025-11-07 | 13F | Beta Wealth Group, Inc. | 12.589 | 1.198 | ||||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 2.807 | -12,72 | 264 | -13,44 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 23.100 | 2.198 | ||||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 122 | 11,93 | 12 | 10,00 | ||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 57.225 | -0,66 | 5.388 | -1,68 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 20.864 | 3,74 | 1.965 | 2,67 | ||||
| 2025-11-12 | 13F | FineMark National Bank & Trust | 3.379 | -1,97 | 321 | -0,62 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 4.770 | -26,35 | 454 | -25,49 | ||||
| 2025-10-30 | 13F | Tranquility Partners, LLC | 14.750 | 1,09 | 1.403 | 2,48 | ||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 2.963 | 0 | ||||||
| 2025-11-12 | 13F | Greenwood Gearhart Inc | 3.589 | -35,78 | 341 | -34,92 | ||||
| 2025-10-21 | 13F | Fountainhead AM, LLC | 5.576 | 0,41 | 530 | 1,73 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 2.241 | 0,00 | 208 | 0,97 | ||||
| 2026-01-14 | 13F | Eastern Bank | 66 | -81,97 | 6 | -82,35 | ||||
| 2025-11-05 | 13F | Soundwatch Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-24 | 13F | Gibson Capital, LLC | 5.879 | 0,00 | 559 | 1,45 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 6.167 | -1,94 | 587 | 5,02 | ||||
| 2025-11-07 | 13F/A | Merit Financial Group, LLC | 137.701 | 0,35 | 13.101 | 1,71 | ||||
| 2026-01-20 | 13F | Nvwm, Llc | 8 | 1 | ||||||
| 2025-11-14 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Stokes Family Office, LLC | 4.722 | 17,00 | 449 | 18,78 | ||||
| 2025-10-28 | 13F | Richardson Financial Services Inc. | 5.689 | -0,26 | 541 | 0,74 | ||||
| 2025-11-19 | 13F/A | Regions Financial Corp | 5.736 | 39,49 | 546 | 41,56 | ||||
| 2025-11-13 | 13F | Winthrop Capital Management, LLC | 116.373 | 4,32 | 11 | 10,00 | ||||
| 2025-11-07 | 13F | Eq Llc | 6.143 | -11,00 | 584 | -9,74 | ||||
| 2025-11-13 | 13F | Mark Sheptoff Financial Planning, Llc | 334 | 0,00 | 32 | 0,00 | ||||
| 2025-11-10 | 13F | MAI Capital Management | 505.973 | 1,43 | 48.138 | 2,80 | ||||
| 2025-10-15 | 13F | Avenue 1 Advisors, LLC | 7.534 | -0,01 | 717 | 1,27 | ||||
| 2025-11-10 | 13F | Journey Advisory Group, LLC | 219.257 | -0,61 | 20.860 | 0,73 | ||||
| 2025-10-30 | 13F | Leelyn Smith, LLC | 153.659 | 1,47 | 14.619 | 2,85 | ||||
| 2025-10-22 | 13F | Blue Bell Private Wealth Management, Llc | 217 | -43,78 | 21 | -44,44 | ||||
| 2025-10-17 | 13F | Trademark Financial Management, LLC | 3.788 | -87,52 | 360 | -87,36 | ||||
| 2025-10-31 | 13F | Liberty Wealth Management Llc | 10.618 | -0,18 | 1.010 | 1,30 | ||||
| 2025-11-13 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 8.288 | -1,07 | 778 | -0,89 | ||||
| 2025-11-12 | 13F | BlackRock, Inc. | 4.713.785 | 3,59 | 448.470 | 4,99 | ||||
| 2025-11-12 | 13F | Symphony Financial Services, Inc. | 25.662 | 23,00 | 2.441 | 24,67 | ||||
| 2025-11-14 | 13F | Fiduciary Trust Co | 45.371 | 0,67 | 4.317 | 2,03 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 57.965 | 4,34 | 5.458 | 3,27 | ||||
| 2025-10-29 | 13F | Sequoia Financial Advisors, LLC | 164.947 | -6,41 | 15.693 | -5,14 | ||||
| 2025-10-22 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 18.307 | 25,94 | 1.742 | 27,64 | ||||
| 2025-11-03 | 13F | AE Wealth Management LLC | 71.214 | 12,02 | 6.775 | 13,54 | ||||
| 2025-10-22 | 13F | Commonwealth Equity Services, Llc | 2.036.321 | -7,54 | 194 | -6,31 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 242.057 | -1,67 | 23 | -4,35 | ||||
| 2025-10-23 | 13F | Kingswood Wealth Advisors, Llc | 80.685 | 2,18 | 7.676 | 3,56 | ||||
| 2025-11-13 | 13F | Capital Group Private Client Services, Inc. | 2.105 | 200 | ||||||
| 2025-11-14 | 13F | Comerica Bank | 202.847 | 0,21 | 19.299 | 1,56 | ||||
| 2026-01-15 | 13F/A | Sherman Wealth Management LLC | 30.410 | 2.863 | ||||||
| 2025-11-12 | 13F | Steward Partners Investment Advisory, Llc | 704.580 | 0,55 | 67.034 | 1,91 | ||||
| 2025-10-31 | 13F | NWF Advisory Services Inc. | 16.895 | -1,00 | 1.607 | 0,37 | ||||
| 2025-10-24 | 13F | Godsey & Gibb Associates | 80 | -55,56 | 8 | -56,25 | ||||
| 2025-10-24 | 13F | Elevate Wealth Advisory, Inc | 20.196 | 1,67 | 1.921 | 3,06 | ||||
| 2025-11-06 | 13F | Krilogy Financial LLC | 9.077 | 844 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 128.541 | -4,91 | 12.066 | -4,69 | ||||
| 2025-11-14 | 13F | Ancora Advisors, LLC | 110.582 | 3,17 | 10.521 | 4,56 | ||||
| 2025-11-14 | 13F | Empower Advisory Group, LLC | 3.074 | 26,24 | 292 | 28,07 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 101.023 | -3,44 | 9.483 | -3,21 | ||||
| 2026-01-08 | 13F | Legacy Private Trust Co. | 42.723 | -0,21 | 4.023 | -1,25 | ||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 15.144 | -0,68 | 1.426 | -1,72 | ||||
| 2026-01-07 | 13F | VERITY Wealth Advisors | 12.102 | 0,00 | 1.140 | -1,04 | ||||
| 2025-10-29 | 13F | Vista Investment Partners Ii, Llc | 2.777 | 1,50 | 264 | 3,13 | ||||
| 2025-11-17 | 13F | WJ Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 29.455 | -4,58 | 2.773 | -5,55 | ||||
| 2025-11-04 | 13F | Badgley Phelps Wealth Managers, LLC | 2.700 | 0,00 | 257 | 1,19 | ||||
| 2025-11-12 | 13F | Blair William & Co/il | 83.185 | -6,23 | 7.914 | -4,96 | ||||
| 2025-11-07 | 13F | Clear Investment Research, Llc | 484 | 1,68 | 46 | 4,55 | ||||
| 2025-11-10 | 13F | Td Asset Management Inc | 2.182 | -0,05 | 208 | 1,47 | ||||
| 2025-10-14 | 13F | Dohj, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Consolidated Portfolio Review Corp | 8.531 | 4,84 | 812 | 6,29 | ||||
| 2025-10-14 | 13F | TCI Wealth Advisors, Inc. | 4.580 | 0,64 | 436 | 1,87 | ||||
| 2025-11-05 | 13F | Mma Asset Management Llc | 2.351 | 0,00 | 224 | 1,36 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 90.771 | -0,83 | 8.547 | -1,86 | ||||
| 2025-11-07 | 13F | Phillips Wealth Planners LLC | 3.672 | 1,13 | 349 | 2,95 | ||||
| 2025-11-12 | 13F | Boston Family Office Llc | 3.350 | 0 | ||||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Diversified Trust Co | 24.006 | 0,93 | 2.260 | -0,09 | ||||
| 2025-11-14 | 13F | Green Square Capital Advisors Llc | 2.463 | 0,00 | 231 | 0,00 | ||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 225 | 0,00 | 21 | 0,00 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Truepoint, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-13 | 13F | Graney & King, LLC | 865 | 0,00 | 82 | 1,23 | ||||
| 2025-11-10 | 13F | Cary Street Partners Financial Llc | 26.500 | -8,26 | 2.521 | -7,01 | ||||
| 2025-10-22 | 13F | Nottingham Advisors, Inc. | 7.101 | -2,61 | 676 | -1,32 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 3.139 | 0,19 | 299 | 1,71 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 105.520 | -5,63 | 9.936 | -6,60 | ||||
| 2025-11-14 | 13F | Anchor Investment Management, LLC | 1.987 | 0,20 | 189 | 1,61 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 5.001 | -6,14 | 471 | -7,11 | ||||
| 2025-10-10 | 13F | Fifth Third Securities, Inc. | 4.727 | -23,73 | 450 | -22,72 | ||||
| 2025-10-28 | 13F | Littlejohn Financial Services, Inc. | 53.895 | 5.128 | ||||||
| 2025-11-05 | 13F | Shayne & Co., Llc | 3.840 | 0,00 | 365 | 1,39 | ||||
| 2025-11-13 | 13F | New England Private Wealth Advisors LLC | 105.022 | 0,44 | 9.992 | 2,38 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 6.528 | 11,99 | 615 | 10,83 | ||||
| 2025-11-06 | 13F | Northwest Financial Advisors | 9.487 | -2,00 | 903 | -0,66 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 9.738 | -0,85 | 926 | 0,54 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 27.669 | -0,22 | 2.605 | -1,25 | ||||
| 2025-11-05 | 13F | Envestnet Asset Management Inc | 3.762.161 | -19,73 | 357.932 | -18,64 | ||||
| 2025-11-12 | 13F | Robertson Stephens Wealth Management, LLC | 20.945 | -66,65 | 1.993 | -66,21 | ||||
| 2026-01-21 | 13F | Erickson Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Guidance Point Advisors, LLC | 10.919 | -3,80 | 1.039 | -2,54 | ||||
| 2025-10-30 | 13F | Charter Oak Capital Management, LLC | 2.228 | 212 | ||||||
| 2025-10-22 | 13F | Cerity Partners LLC | 1.173.137 | 4,58 | 111.612 | 6,00 | ||||
| 2025-11-07 | 13F | Calton & Associates, Inc. | 39.959 | -1,40 | 3.802 | -0,08 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 57.812 | 43,69 | 5.419 | 43,49 | ||||
| 2025-11-04 | 13F | Cooper/haims Advisors, Llc | 2.194 | 0,00 | 209 | 1,46 | ||||
| 2025-11-13 | 13F | West Michigan Advisors, Llc | 8.429 | 0,14 | 802 | 1,39 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 23.600 | 24,87 | 2.215 | 25,14 | ||||
| 2025-11-10 | 13F | Cowa, Llc | 20.018 | 0,07 | 1.905 | 1,44 | ||||
| 2025-11-12 | 13F | Journey Strategic Wealth Llc | 44.220 | -2,22 | 4.207 | -0,90 | ||||
| 2026-01-21 | 13F | Perfromance Wealth Partners, LLC | 35.861 | 9,41 | 3.377 | 8,27 | ||||
| 2025-10-07 | 13F | St Germain D J Co Inc | 1.048 | -9,50 | 100 | -8,33 | ||||
| 2026-01-21 | 13F | Evermay Wealth Management Llc | 5.334 | 0,00 | 502 | -0,99 | ||||
| 2025-11-13 | 13F | Allred Capital Management, LLC | 67.738 | 0,01 | 6.445 | 1,37 | ||||
| 2025-11-14 | 13F | Ameriprise Financial Inc | 2.591.072 | -10,43 | 247.131 | -9,02 | ||||
| 2026-01-14 | 13F | EdgeRock Capital LLC | 7.846 | 0,00 | 739 | -1,07 | ||||
| 2025-10-17 | 13F | Actinver Wealth Management, Inc. | 8.600 | -4,64 | 818 | -3,31 | ||||
| 2025-10-06 | 13F | Puff Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Northwestern Mutual Wealth Management Co | 1.797.261 | -5,61 | 170.991 | -4,33 | ||||
| 2025-10-23 | 13F | Sarver Vrooman Wealth Advisors | 32.980 | 4,95 | 3.138 | 6,38 | ||||
| 2025-11-12 | 13F | Trustmark National Bank Trust Department | 18.294 | -3,69 | 1.740 | -2,36 | ||||
| 2026-01-07 | 13F | Sandbox Financial Partners, LLC | 2.856 | -0,10 | 269 | -1,47 | ||||
| 2025-11-07 | 13F | Keener Financial Planning LLC | 224 | 0,00 | 0 | |||||
| 2025-10-23 | 13F | Steigerwald, Gordon & Koch Inc. | 510 | 48 | ||||||
| 2025-11-07 | 13F | Fifth Third Bancorp | 7.022 | 1,04 | 668 | 2,45 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 7.149 | -3,31 | 673 | -4,27 | ||||
| 2025-10-31 | 13F | Patten & Patten Inc/tn | 6.772 | 213,66 | 644 | 218,81 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 254 | -69,02 | 20 | -75,00 | ||||
| 2025-10-22 | 13F | Motco | 38 | 0,00 | 4 | 0,00 | ||||
| 2025-11-14 | 13F | Two Sigma Investments, Lp | 2.733.400 | 26,07 | 260.056 | 27,77 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19.691 | -1,43 | 1.854 | -2,42 | ||||
| 2025-11-14 | 13F | Snowden Capital Advisors LLC | 98.941 | 0,32 | 9.413 | 1,69 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 6.684 | 42,91 | 627 | 46,84 | ||||
| 2025-08-12 | NP | KADIX - Kensington Active Advantage Fund Institutional Class Shares | 23.980 | 2.251 | ||||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 2.125 | 0,00 | 200 | -0,99 | ||||
| 2025-11-14 | 13F | Kestra Advisory Services, LLC | 266.139 | -1,96 | 25.321 | -0,64 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Fortune Financial Advisors, LLC | 127.498 | 0,78 | 12.130 | 2,15 | ||||
| 2025-10-15 | 13F | Private Trust Co Na | 17.237 | -1,09 | 1.640 | 0,24 | ||||
| 2025-11-14 | 13F | Icon Wealth Advisors, LLC | 28.698 | 19,47 | 2.730 | 21,12 | ||||
| 2026-01-14 | 13F | Pallas Capital Advisors LLC | 31.990 | -1,91 | 3.012 | -2,90 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 7.301 | 18,93 | 685 | 19,34 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 22.994 | -0,13 | 2.165 | -1,14 | ||||
| 2025-11-04 | 13F | ESL Trust Services, LLC | 595 | -41,26 | 57 | -41,05 | ||||
| 2025-11-10 | 13F | Avalon Trust Co | 6.350 | 0,00 | 604 | 1,34 | ||||
| 2025-11-17 | 13F/A | Proficio Capital Partners LLC | 2.800 | 0,00 | 266 | 1,53 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 1.676 | 22,25 | 158 | 20,77 | ||||
| 2025-11-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 118.000 | -62,89 | 11.227 | -62,39 | ||||
| 2025-10-29 | 13F | Bcm Advisors, Llc | 35.184 | -0,76 | 3.315 | -0,27 | ||||
| 2025-11-14 | 13F | Virtus ETF Advisers LLC | 36 | -18,18 | 3 | -25,00 | ||||
| 2025-11-12 | 13F | Argent Trust Co | 2.633 | -18,05 | 251 | -16,94 | ||||
| 2025-10-30 | 13F | Select Asset Management & Trust | 70.420 | 0,00 | 7 | 0,00 | ||||
| 2025-11-13 | 13F | Bnp Paribas Arbitrage, Sa | 7.574 | -33,13 | 721 | -32,27 | ||||
| 2025-11-14 | 13F | W Advisors, Llc | 7.715 | -2,63 | 734 | -1,21 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Bogart Wealth, LLC | 203 | 0,00 | 19 | 0,00 | ||||
| 2025-10-23 | 13F | Apex Wealth Management, LLC | 3.947 | 0,36 | 376 | 1,63 | ||||
| 2025-11-18 | 13F | Vertex Planning Partners, LLC | 7.059 | 11,66 | 672 | 13,15 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 223 | 0,00 | 21 | 5,00 | ||||
| 2026-01-21 | 13F | Ccg Wealth Management, Llc | 16.047 | 0,00 | 1.511 | -1,05 | ||||
| 2025-10-22 | 13F | Milestone Asset Management Group, LLC | 30.352 | 3,44 | 2.888 | 4,83 | ||||
| 2026-01-21 | 13F | Wetzel Investment Advisors, Inc. | 14.571 | -0,62 | 1.372 | -1,58 | ||||
| 2026-01-08 | 13F | Agate Pass Investment Management, LLC | 5.832 | 0,00 | 549 | -0,90 | ||||
| 2025-11-07 | 13F | Founders Financial Alliance, LLC | 3.366 | 52,58 | 320 | 54,59 | ||||
| 2025-10-17 | 13F | Farmers & Merchants Investments Inc | 85 | 8 | ||||||
| 2026-01-21 | 13F | Cidel Asset Management Inc | 6.760 | -7,21 | 637 | -8,09 | ||||
| 2025-10-31 | 13F | Ewa, Llc | 12.206 | -3,57 | 1.161 | -2,27 | ||||
| 2025-11-12 | 13F | WASHINGTON TRUST Co | 3.850 | 0,00 | 366 | 1,39 | ||||
| 2025-11-13 | 13F | Wealth Watch Advisors, INC | 112 | 11 | ||||||
| 2025-11-03 | 13F | Little House Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | United Advisor Group, LLC | 8.423 | -0,82 | 801 | 0,50 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | Call | 19.000 | -28,84 | 1.808 | -27,89 | |||
| 2026-01-15 | 13F | Wealth Quarterback LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | Put | 75.600 | 52,42 | 7.193 | 54,50 | |||
| 2025-11-06 | 13F | Camden National Bank | 55.763 | 0,31 | 5.305 | 1,67 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 53.371 | 468,14 | 5.078 | 476,28 | ||||
| 2025-10-14 | 13F | HBK Sorce Advisory LLC | 2.651 | 253 | ||||||
| 2025-10-29 | 13F | Inspire Advisors, LLC | 4.751 | 7,22 | 452 | 8,92 | ||||
| 2025-11-12 | 13F | Kelman-Lazarov, Inc. | 2.301 | 0,00 | 219 | 1,40 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 56 | 0,00 | 0 | |||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 45.153 | -0,05 | 4.296 | 1,30 | ||||
| 2025-10-28 | 13F | Evergreen Capital Management Llc | 120.058 | 7,15 | 11.422 | 8,61 | ||||
| 2025-11-14 | 13F | Tolleson Wealth Management, Inc. | 9.890 | -1,35 | 941 | -0,11 | ||||
| 2025-11-14 | 13F | Rockefeller Capital Management L.P. | 181.376 | -2,01 | 17.256 | -0,68 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | Dravo Bay Llc | 9.642 | 7,79 | 917 | 9,30 | ||||
| 2025-11-13 | 13F | Novus Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 854.348 | -5,24 | 80.445 | -6,22 | ||||
| 2026-01-21 | 13F | Trueblood Wealth Management, LLC | 2.461 | 0,41 | 232 | -0,86 | ||||
| 2025-11-03 | 13F | Carl P. Sherr & Co., LLC | 2.865 | -3,41 | 273 | -2,16 | ||||
| 2025-10-28 | 13F | Nbt Bank N A /ny | 1.895 | -38,67 | 294 | 1,03 | ||||
| 2025-10-07 | 13F | Canandaigua National Bank & Trust Co | 4.249 | 0,00 | 404 | 1,51 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 2.175 | -0,73 | 205 | -1,44 | ||||
| 2026-01-20 | 13F | HMV Wealth Advisors, LLC | 2.681 | 0,00 | 252 | -1,18 | ||||
| 2025-11-05 | 13F | Wescott Financial Advisory Group, LLC | 16.161 | -1,19 | 1.538 | 0,13 | ||||
| 2025-10-27 | 13F | Exencial Wealth Advisors, Llc | 8.931 | 5,06 | 850 | 6,52 | ||||
| 2025-10-22 | 13F | Stuart Chaussee & Associates, Inc. | 315 | 0,00 | 30 | 0,00 | ||||
| 2025-11-03 | 13F | Belpointe Asset Management LLC | 6.370 | -0,05 | 606 | 1,34 | ||||
| 2025-11-03 | 13F | Private Wealth Asset Management, LLC | 885 | 0,00 | 84 | 1,20 | ||||
| 2025-11-03 | 13F | Alta Wealth Advisors LLC | 7.515 | 0,12 | 715 | 1,56 | ||||
| 2025-11-04 | 13F | Umb Bank N A/mo | 39.863 | 56,97 | 3.793 | 59,13 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 340 | -48,64 | 32 | -50,00 | ||||
| 2025-11-07 | 13F | Advisors Capital Management, LLC | 2.595 | 5,40 | 247 | 6,49 | ||||
| 2025-10-27 | 13F | Unified Investment Management | 2.227 | 212 | ||||||
| 2025-10-21 | 13F | Simon Quick Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-09 | 13F | Bartlett & Co. Wealth Management Llc | 3.448 | -17,75 | 328 | -16,54 | ||||
| 2025-10-24 | 13F | Pinnacle Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Berkeley, Inc | 5.012 | -4,75 | 477 | -3,45 | ||||
| 2025-10-21 | 13F | Global Retirement Partners, LLC | 44.005 | 0,25 | 4.187 | 1,60 | ||||
| 2025-11-14 | 13F | Prosperity Consulting Group, LLC | 9.220 | 877 | ||||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | 3.473.696 | -5,05 | 330.487 | -3,77 | ||||
| 2025-11-14 | 13F | Shelton Capital Management | 5.004 | 0,00 | 476 | 1,49 | ||||
| 2025-11-20 | 13F/A | BRYN MAWR TRUST Co | 2.520 | -57,25 | 240 | -56,78 | ||||
| 2025-11-10 | 13F | Tableaux Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.440 | 0,16 | 232 | 1,32 | ||||
| 2025-10-21 | 13F | Radnor Capital Management, LLC | 6.434 | 0,00 | 612 | |||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 13.397 | 1,90 | 1.261 | 0,88 | ||||
| 2025-10-01 | 13F | Rowland & Co Investment Counsel/adv | 3.632 | 0,00 | 346 | 1,47 | ||||
| 2025-11-13 | 13F | Pacific Center for Financial Services | 238.345 | -0,62 | 22.676 | 0,72 | ||||
| 2025-11-10 | 13F | Waddell & Associates, Llc | 6.470 | 0,00 | 616 | 1,32 | ||||
| 2025-11-06 | 13F | Moment Partners, LLC | 5.088 | 0,00 | 484 | 1,47 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-13 | 13F | BTG Pactual Asset Management US LLC | 1.760 | 0,00 | 165 | 0,00 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 2.442 | 0,54 | 232 | 2,20 | ||||
| 2025-11-07 | 13F | Tanglewood Legacy Advisors, LLC | 21.288 | -2,47 | 2.025 | -1,12 | ||||
| 2025-11-12 | 13F | Cambridge Investment Research Advisors, Inc. | 1.173.603 | -1,96 | 112 | -0,89 | ||||
| 2025-11-06 | 13F | Integrity Financial Corp /WA | 2.797 | 2,15 | 266 | 3,50 | ||||
| 2025-10-30 | 13F | Outlook Wealth Advisors, LLC | 4.142 | 0,00 | 394 | 1,55 | ||||
| 2025-11-07 | 13F | Glenview Trust Co | 5.792 | -9,36 | 551 | -8,01 | ||||
| 2025-11-10 | 13F | Strategic Family Wealth Counselors, L.L.C. | 23.607 | -3,82 | 2.246 | -2,56 | ||||
| 2025-11-24 | 13F | CIBC Private Wealth Group, LLC | 17.441 | -0,11 | 1.659 | 1,28 | ||||
| 2025-10-20 | 13F | TBH Global Asset Management, LLC | 11.586 | 1.102 | ||||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 12.114 | 8,48 | 1.139 | 7,06 | ||||
| 2025-11-14 | 13F | Capstone Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Caldwell Trust Co | 1.595 | 0,00 | 152 | 1,34 | ||||
| 2025-10-31 | 13F | PMG Wealth Management, Inc. | 11.458 | 0,00 | 1.088 | 1,21 | ||||
| 2025-10-27 | 13F | First Horizon Corp | 797 | 76 | ||||||
| 2025-10-31 | 13F | Copia Wealth Management | 163 | 0,00 | 16 | 0,00 | ||||
| 2025-10-15 | 13F | Defined Financial Planning LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 1.522 | 0,40 | 143 | -0,69 | ||||
| 2025-11-12 | 13F | Hibernia Wealth Partners, LLC | 38.162 | -49,89 | 3.631 | -49,22 | ||||
| 2025-11-14 | 13F | Kickstand Ventures, Llc. | 2.719 | 0,89 | 259 | 2,38 | ||||
| 2025-11-17 | 13F | Financial Engines Advisors L.L.C. | 4.070 | 10,06 | 387 | 11,53 | ||||
| 2025-11-20 | 13F | Maven Securities LTD | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Financial Management Network Inc | 5.968 | -3,16 | 559 | -4,62 | ||||
| 2026-01-15 | 13F | Bourgeon Capital Management Llc | 3.900 | 0,00 | 367 | -1,08 | ||||
| 2025-11-13 | 13F | Natixis Advisors, L.p. | 29.275 | 6,27 | 3 | 0,00 | ||||
| 2025-10-17 | 13F | Smallwood Wealth Investment Management, LLC | 5 | 0,00 | 0 | |||||
| 2025-10-16 | 13F | New Hampshire Trust | 5.645 | 0,00 | 537 | 1,51 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | Capital Planning LLC | 117.128 | 1,03 | 11.144 | 2,39 | ||||
| 2025-10-31 | 13F | Latitude Advisors, LLC | 4.512 | -4,49 | 429 | -3,16 | ||||
| 2025-11-12 | 13F | American Wealth Advisors, LLC | 2.129 | 203 | ||||||
| 2025-11-14 | 13F | Advocacy Wealth Management Services, LLC | 2.472 | 0,00 | 235 | 1,29 | ||||
| 2025-11-14 | 13F | Wealth Advisors of Iowa, LLC | 193.364 | -0,64 | 18.397 | 0,70 | ||||
| 2025-10-30 | 13F | Detalus Advisors, LLC | 26.052 | 5,80 | 2.479 | 7,23 | ||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 23.620 | -3,28 | 2.224 | -4,26 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 214 | -7,76 | 20 | -9,09 | ||||
| 2025-10-30 | 13F | Millstone Evans Group, LLC | 1.676 | 0,00 | 159 | 1,27 | ||||
| 2026-01-05 | 13F | Roxbury Financial LLC | 4.565 | 0,29 | 430 | -0,92 | ||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 898.946 | 62,13 | 85.526 | 64,32 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 8.489 | -9,34 | 808 | -8,19 | ||||
| 2025-11-06 | 13F | CAPROCK Group, Inc. | 16.562 | -26,35 | 1.561 | -25,88 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 215.522 | -1,99 | 20.231 | -1,77 | ||||
| 2025-10-29 | 13F | Caldwell Securities, Inc | 529 | 0,00 | 50 | 2,04 | ||||
| 2025-11-12 | 13F | Weaver Consulting Group | 39.842 | -1,21 | 3.791 | 0,13 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 4.611 | -0,50 | 434 | -1,36 | ||||
| 2025-10-30 | 13F | Quadrant Private Wealth Management, LLC | 7.557 | -0,20 | 719 | 1,13 | ||||
| 2025-11-07 | 13F | Guidance Capital, Inc | 6.226 | -5,87 | 588 | -3,61 | ||||
| 2025-11-10 | 13F | Aries Wealth Management | 30.645 | -5,18 | 2.916 | -3,89 | ||||
| 2025-10-22 | 13F | Spreng Capital Management, Inc. | 74.812 | -10,28 | 7.118 | -9,06 | ||||
| 2025-11-12 | 13F | Perennial Investment Advisors, LLC | 13.861 | -1,02 | 1.319 | 0,30 | ||||
| 2025-11-07 | 13F | GenTrust, LLC | 3.974 | 0,00 | 378 | 1,34 | ||||
| 2025-11-21 | 13F | Petix & Botte Co | 42.093 | -9,16 | 4.005 | -7,93 | ||||
| 2025-10-27 | 13F | Brown Financial Advisory | 8.412 | 0,00 | 800 | 1,39 | ||||
| 2025-12-17 | 13F/A | Strategic Investment Advisors / MI | 428 | -98,20 | 2.132 | -4,48 | ||||
| 2025-09-26 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 28.916 | -85,42 | 2.678 | -85,42 | ||||
| 2025-11-13 | 13F | Beese Fulmer Investment Management, Inc. | 2.442 | 0,00 | 232 | 1,31 | ||||
| 2025-11-14 | 13F | Brown Advisory Inc | 15.283 | -4,36 | 1.454 | -3,00 | ||||
| 2025-11-14 | 13F | Blue Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 87.776 | -0,24 | 8.351 | 1,10 | ||||
| 2025-10-31 | 13F | Acorn Wealth Advisors, LLC | 43.321 | -1,63 | 4.122 | -0,29 | ||||
| 2025-11-14 | 13F | Destination Wealth Management | 3.774 | -8,09 | 359 | -6,75 | ||||
| 2025-10-29 | 13F | Dynasty Wealth Management, Llc | 1.261.838 | 7,22 | 120.051 | 8,67 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 5.137 | 0,55 | 484 | -0,62 | ||||
| 2025-10-29 | 13F | Allstate Corp | 45.732 | -31,94 | 4.351 | -31,03 | ||||
| 2025-11-13 | 13F | FourThought Financial Partners, LLC | 5.441 | 518 | ||||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 10.712 | -0,92 | 1.009 | -1,95 | ||||
| 2025-11-13 | 13F | Maia Wealth LLC | 12.153 | -4,98 | 1.135 | -5,50 | ||||
| 2025-10-30 | 13F | Arcus Capital Partners, LLC | 21.218 | -3,16 | 2.019 | -1,85 | ||||
| 2025-10-24 | 13F | Solidarilty Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Acima Private Wealth, Llc | 188 | 0,00 | 18 | 0,00 | ||||
| 2025-11-14 | 13F | Westwood Holdings Group Inc | 2.875 | 0,00 | 274 | 1,86 | ||||
| 2025-10-15 | 13F | Pensionmark Financial Group, Llc | 68.673 | -9,16 | 6.534 | -7,93 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 24.000 | 0,00 | 2.244 | -1,10 | ||||
| 2025-11-03 | 13F | Capstone Triton Financial Group, LLC | 3.753 | 0,00 | 357 | 1,42 | ||||
| 2025-10-15 | 13F | Symmetry Partners, LLC | 296.590 | 12,70 | 28.218 | 14,22 | ||||
| 2025-10-24 | 13F | Valmark Advisers, Inc. | 216.971 | -1,36 | 20.643 | -0,02 | ||||
| 2025-11-12 | 13F | Dunhill Financial, LLC | 1.082 | 0,00 | 103 | 0,99 | ||||
| 2025-10-22 | 13F | Cordatus Wealth Management LLC | 48.078 | -4,85 | 4.574 | 114.250,00 | ||||
| 2026-01-15 | 13F | GFG Capital, LLC | 18.563 | -2,55 | 1.748 | -3,59 | ||||
| 2025-11-13 | 13F | Tortoise Investment Management, LLC | 2.147 | 0,00 | 204 | 1,49 | ||||
| 2025-10-21 | 13F | PDS Planning, Inc | 7.596 | 0,40 | 723 | 1,69 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 742 | 0 | ||||||
| 2025-11-06 | 13F | IMA Wealth, Inc. | 149 | 0,00 | 14 | 7,69 | ||||
| 2025-11-03 | 13F | Saxon Interests, Inc. | 17.662 | -53,08 | 1.665 | -52,79 | ||||
| 2026-01-21 | 13F | Ergawealth Advisors, Inc. | 12.206 | -16,63 | 1.149 | -17,46 | ||||
| 2025-10-16 | 13F | Willner & Heller, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-07 | 13F | Cassaday & Co Wealth Management LLC | 7.866 | 0,00 | 748 | 1,36 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 17.713 | -0,97 | 1.668 | -2,00 | ||||
| 2025-10-31 | 13F | PFG Investments, LLC | 21.734 | -0,24 | 2.068 | 1,08 | ||||
| 2025-11-07 | 13F | Wealth Alliance | 5.873 | 10,08 | 559 | 11,60 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Fmr Llc | 10.191.385 | -3,70 | 969.608 | -2,40 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 4.223 | -0,78 | 398 | -1,73 | ||||
| 2025-11-04 | 13F | Hazlett, Burt & Watson, Inc. | 1.008 | 0,10 | 0 | |||||
| 2025-11-05 | 13F | Concord Wealth Partners | 5.874 | 0,00 | 559 | 1,27 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4.154 | 18,72 | 390 | 19,27 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 75.807 | 833,81 | 7.116 | 836,32 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | New England Asset Management Inc | 29.150 | 0,00 | 2.773 | 1,35 | ||||
| 2025-10-30 | 13F | Anchor Capital Advisors Llc | 2.877 | 0,24 | 274 | 1,49 | ||||
| 2025-11-12 | 13F | Chapman Financial Group, Llc | 310 | 0,00 | 29 | 0,00 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Creekside Partners | 16.645 | 0,07 | 1.584 | 1,41 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | MTM Investment Management, LLC | 2.311 | -11,49 | 220 | -10,61 | ||||
| 2025-11-12 | 13F | Arrowroot Family Office, LLC | 10.295 | 0,68 | 979 | 2,09 | ||||
| 2025-11-12 | 13F | Shufro Rose & Co Llc | 18.467 | 0,00 | 1.730 | 0,00 | ||||
| 2025-11-14 | 13F | TRUE Private Wealth Advisors | 3.285 | -3,44 | 313 | -2,19 | ||||
| 2025-11-10 | 13F | Citigroup Inc | 303.960 | 65,75 | 28.919 | 68,00 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 740 | 0,00 | 69 | -1,45 | ||||
| 2025-10-09 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Root Financial Partners, LLC | 1.219 | 116 | ||||||
| 2025-11-06 | 13F | Center for Financial Planning, Inc. | 293 | 0,00 | 28 | 0,00 | ||||
| 2025-11-10 | 13F | Rossby Financial, LCC | 104 | 0,00 | 10 | 0,00 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 46.826 | -8,89 | 4.409 | -9,82 | ||||
| 2025-11-14 | 13F | Transamerica Financial Advisors, Inc. | 12 | 0,00 | 1 | 0,00 | ||||
| 2025-11-14 | 13F | Chilton Investment Co Llc | 21.500 | 2.046 | ||||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 171 | 0,00 | 16 | 0,00 | ||||
| 2025-10-31 | 13F | Global Assets Advisory, LLC | 2.204 | 210 | ||||||
| 2026-01-21 | 13F | TPG Advisors LLC | 23.974 | 1,97 | 2.257 | 0,94 | ||||
| 2025-10-27 | 13F | West Wealth Group, LLC | 14.693 | 14,24 | 1.385 | 15,62 | ||||
| 2025-10-29 | 13F | High Net Worth Advisory Group LLC | 59.701 | -0,14 | 5.680 | 1,21 | ||||
| 2025-11-14 | 13F | Frederick Financial Consultants, LLC | 2.350 | 0,00 | 224 | 1,36 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 2.239 | 211 | ||||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 17.441 | 1.659 | ||||||
| 2025-11-10 | 13F | Insight Advisors, LLC/ PA | 2.698 | -1,21 | 257 | 0,39 | ||||
| 2025-11-12 | 13F | Integrity Advisory Solutions, LLC | 2.588 | 246 | ||||||
| 2026-01-21 | 13F | Financial Consulate, Inc | 67 | 6 | ||||||
| 2025-11-12 | 13F | Aptus Capital Advisors, LLC | 76.529 | 1,73 | 7.281 | 3,10 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 105.799 | -0,23 | 9.962 | -1,26 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | CFS Investment Advisory Services, LLC | 15.526 | -9,20 | 1.467 | 146.600,00 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 179.301 | 15,98 | 16.831 | 16,24 | ||||
| 2025-11-13 | 13F | VSM Wealth Advisory, LLC | 303 | 0,00 | 29 | 0,00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Scott & Selber, Inc. | 2.160 | 0,05 | 203 | -0,98 | ||||
| 2026-01-08 | 13F | Lincoln Capital LLC | 10.650 | 0,00 | 1.003 | -1,09 | ||||
| 2025-10-24 | 13F | Shore Point Advisors, LLC | 75.289 | 12,11 | 7.163 | 13,63 | ||||
| 2025-10-15 | 13F | Granite Bay Wealth Management, LLC | 6.820 | 63,78 | 649 | |||||
| 2025-11-12 | 13F | Smart Money Group LLC | 18.426 | 117,44 | 1.753 | 120,50 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | -100,00 | 0 | |||||
| 2025-10-17 | 13F | Optivise Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-10-28 | 13F | Oversea-Chinese Banking CORP Ltd | 147.508 | -18,47 | 14.034 | -17,37 | ||||
| 2025-11-10 | 13F | Colonial Trust Advisors | 54.620 | 0,00 | 5.197 | 1,35 | ||||
| 2025-11-03 | 13F | Hallmark Capital Management Inc | 1.404 | -98,97 | 134 | -98,96 | ||||
| 2025-10-27 | 13F | Ashton Thomas Securities, Llc | 3.366 | 320 | ||||||
| 2026-01-21 | 13F | Ledyard National Bank | 4.353 | 0,44 | 410 | -0,73 | ||||
| 2025-11-17 | 13F | Hancock Whitney Corp | 3.764 | -1,31 | 358 | 0,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 34.522 | -0,32 | 3.251 | -1,37 | ||||
| 2025-11-06 | 13F | New World Advisors LLC | 4.536 | -12,99 | 432 | -11,86 | ||||
| 2025-11-10 | 13F | Sigma Planning Corp | 152.898 | -4,99 | 14.547 | -3,71 | ||||
| 2025-11-12 | 13F | Us Bancorp \de\ | 780.361 | -5,28 | 74.244 | -4,00 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 3.294 | -1,52 | 308 | -1,60 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 241.476 | 2,27 | 22.737 | 1,22 | ||||
| 2025-10-20 | 13F | waypoint wealth counsel | 7.022 | 0,37 | 668 | 1,83 | ||||
| 2025-10-23 | 13F | Joseph Group Capital Management | 4.750 | -11,35 | 452 | -10,16 | ||||
| 2025-11-07 | 13F | Rothschild Investment Llc | 1.844 | 0,00 | 175 | 1,16 | ||||
| 2025-11-10 | 13F | Ameritas Investment Partners, Inc. | 229 | -63,54 | 22 | -63,79 | ||||
| 2025-10-17 | 13F | Valley National Advisers Inc | 438 | 0,00 | 0 | |||||
| 2025-11-05 | 13F | Concord Asset Management, LLC/VA | 2.780 | -52,67 | 264 | -52,09 | ||||
| 2025-10-23 | 13F | ShoreHaven Wealth Partners, LLC | 12.784 | -5,03 | 1.216 | -3,72 | ||||
| 2025-10-28 | 13F | American Capital Advisory, LLC | 949 | 0,00 | 90 | 1,12 | ||||
| 2025-11-14 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-20 | 13F | Wells Financial Advisors INC | 50.647 | -7,76 | 4.819 | -6,52 | ||||
| 2025-11-13 | 13F | Sensible Money, LLC | 8.839 | 0,00 | 841 | 1,33 | ||||
| 2025-10-21 | 13F | JDM Financial Group LLC | 383 | 0,00 | 36 | 2,86 | ||||
| 2025-10-29 | 13F | WPG Advisers, LLC | 2.274 | -6,15 | 216 | -4,85 | ||||
| 2025-11-04 | 13F | TFB Advisors LLC | 2.932 | -27,68 | 278 | -27,11 | ||||
| 2026-01-12 | 13F | ARS Wealth Advisors Group, LLC | 377.494 | -4,07 | 35.545 | -5,06 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.348 | 0,00 | 127 | -1,56 | ||||
| 2025-11-10 | 13F | Vestmark Advisory Solutions, Inc. | 93.310 | 1.292,48 | 8.877 | 1.311,29 | ||||
| 2025-11-14 | 13F | Financial Network Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Daiwa Securities Group Inc. | 35.800 | -5,79 | 3 | 0,00 | ||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 4.496 | 3,69 | 423 | 2,67 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | Grandview Asset Management LLC | 6.200 | -48,86 | 590 | 58.800,00 | ||||
| 2025-11-04 | 13F | Westside Investment Management, Inc. | 2.453 | -2,19 | 233 | -0,85 | ||||
| 2025-11-06 | 13F | PCA Investment Advisory Services Inc. | 22.357 | 10,04 | 2.127 | 11,54 | ||||
| 2025-11-13 | 13F | Sage Financial Group Inc | 4.690 | 0,00 | 446 | 1,36 | ||||
| 2025-11-04 | 13F | Thrivent Financial For Lutherans | 66.392 | -1,69 | 6 | 0,00 | ||||
| 2025-10-23 | 13F | Clarity Capital Advisors, LLC | 2.583 | 0,39 | 246 | 1,66 | ||||
| 2025-11-14 | 13F | Maripau Wealth Management Llc | 4.254 | -48,41 | 405 | -47,74 | ||||
| 2025-11-07 | 13F | Murphy & Mullick Capital Management Corp | 184 | 0,00 | 18 | 0,00 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 27.548 | 2.621 | ||||||
| 2025-11-12 | 13F | Kensington Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Freestone Capital Holdings, LLC | 6.248 | -4,60 | 594 | -3,26 | ||||
| 2025-10-28 | 13F | Csenge Advisory Group | 68.802 | 3,70 | 6.546 | 5,50 | ||||
| 2025-11-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 664 | 0,00 | 63 | -1,59 | ||||
| 2025-10-17 | 13F | Apollon Financial, LLC | 56.484 | -0,49 | 5.374 | 0,84 | ||||
| 2025-10-23 | 13F | Venturi Wealth Management, LLC | 6.122 | 1,85 | 582 | 3,19 | ||||
| 2025-10-29 | 13F | Sage Mountain Advisors LLC | 18.047 | 0,00 | 1.717 | 1,30 | ||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 511.005 | -4,23 | 48.617 | -2,93 | ||||
| 2026-01-13 | 13F | BostonPremier Wealth LLC | 7.465 | -11,50 | 703 | -12,47 | ||||
| 2025-12-01 | 13F | Syverson Strege & Co | 33.706 | -3,52 | 3.207 | -2,23 | ||||
| 2026-01-07 | 13F | Capital Advantage, Inc. | 2.595 | 0,00 | 244 | -0,81 | ||||
| 2025-11-12 | 13F | Catalyst Capital Advisors LLC | 3.752.960 | 5,35 | 357.057 | 6,78 | ||||
| 2025-11-04 | 13F | Atlantic Union Bankshares Corp | 920 | 2,79 | 88 | 3,57 | ||||
| 2025-10-23 | 13F | CX Institutional | 36.162 | 1,80 | 3 | 0,00 | ||||
| 2025-11-12 | 13F | Potentia Wealth | 7.343 | 0,18 | 699 | 1,45 | ||||
| 2025-11-19 | 13F | Mosaic Financial Group, Llc | 3.373 | 0,00 | 0 | |||||
| 2025-10-22 | 13F | Granite FO LLC | 15.822 | 0,00 | 1.505 | 1,35 | ||||
| 2025-11-05 | 13F | Howe & Rusling Inc | 348 | -32,43 | 33 | -31,25 | ||||
| 2025-10-29 | 13F | Glass Jacobson Investment Advisors llc | 5.610 | -0,23 | 534 | 1,14 | ||||
| 2025-11-14 | 13F | Lido Advisors, LLC | 267.969 | 148,52 | 25.495 | 151,89 | ||||
| 2025-11-06 | 13F | First National Trust Co | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Edgestream Partners, L.P. | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Kerntke Otto McGlone Wealth Management Group | 9.749 | 0,35 | 928 | 1,76 | ||||
| 2025-11-10 | 13F | Patten Group, Inc. | 5.886 | -3,68 | 560 | -2,44 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 11.400 | 1.073 | ||||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 33.180 | -0,93 | 3.124 | -1,95 | ||||
| 2025-11-14 | 13F | Barnes Wealth Management Group, Inc | 5.822 | 11,21 | 554 | 12,63 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 524 | 49 | ||||||
| 2025-10-30 | 13F | Elevation Capital Advisory, LLC | 79.645 | 7.577 | ||||||
| 2025-11-14 | 13F | Moors & Cabot, Inc. | 11.982 | -5,34 | 1.140 | -4,12 | ||||
| 2025-10-16 | 13F | Castle Rock Wealth Management, LLC | 6.274 | -1,06 | 595 | 0,51 | ||||
| 2025-10-17 | 13F | Boston Trust Walden Corp | 2.767 | 0,00 | 263 | 1,54 | ||||
| 2025-10-22 | 13F | Milestones Private Investment Advisors LLC | 18.202 | 0,04 | 1.732 | 1,41 | ||||
| 2025-10-22 | 13F | WT Wealth Management | 12.745 | -49,31 | 1.213 | -48,64 | ||||
| 2025-10-30 | 13F | RMG Wealth Management LLC | 132 | 0,00 | 13 | 0,00 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 7.014 | -34,53 | 660 | -35,23 | ||||
| 2026-01-21 | 13F | Mainstream Capital Management LLC | 5.628 | -10,07 | 530 | -11,09 | ||||
| 2025-10-20 | 13F | Continuum Advisory, LLC | 2.673 | 14,04 | 254 | 15,45 | ||||
| 2025-11-14 | 13F | Sagard Holdings Management Inc. | 37.714 | 0,00 | 3.588 | 1,36 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 43.812 | 1,15 | 4.125 | 0,12 | ||||
| 2025-10-28 | 13F | Jackson Hole Capital Partners, LLC | 834 | 0,00 | 79 | 1,28 | ||||
| 2025-11-14 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 6.000 | 7,14 | 571 | 8,57 | ||||
| 2025-11-04 | 13F | Cornerstone Wealth Management, LLC | 248.744 | -1,89 | 23.665 | -0,56 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.004 | -12,39 | 96 | -11,21 | ||||
| 2025-11-04 | 13F | Syntax Research, Inc. | 15.103 | 5,55 | 1.437 | 6,92 | ||||
| 2026-01-09 | 13F | Community Trust & Investment Co | 5.424 | 0,00 | 511 | -1,16 | ||||
| 2025-10-23 | 13F | Creative Capital Management Investments LLC | 6 | 0,00 | 1 | |||||
| 2025-10-14 | 13F | White Pine Investment CO | 129.991 | -1,67 | 12 | 0,00 | ||||
| 2026-01-09 | 13F | Ptm Wealth Management, Llc | 9.390 | -0,84 | 883 | -2,00 | ||||
| 2025-11-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1.529 | 0,00 | 146 | 1,40 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 8.327 | 0,34 | 784 | -0,63 | ||||
| 2025-10-10 | 13F | Bowman & Co S.C. | 30.938 | 2,02 | 2.944 | 3,44 | ||||
| 2025-11-10 | 13F | Resources Investment Advisors, LLC. | 241.427 | -4,74 | 22.969 | -3,45 | ||||
| 2025-11-14 | 13F | Quantinno Capital Management LP | 63.079 | 40,92 | 6.001 | 42,85 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 1.051 | 99 | ||||||
| 2025-11-04 | 13F | UMA Financial Services, Inc. | 13.379 | 1,41 | 1.273 | 2,75 | ||||
| 2025-11-14 | 13F | Perissos Private Wealth Management, LLC | 2.765 | 0,00 | 263 | 1,54 | ||||
| 2025-10-10 | 13F | Lester Murray Antman dba SimplyRich | 210.695 | -3,78 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 64.843 | -3,50 | 6.106 | -4,49 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Wesbanco Bank Inc | 5.278 | 1,81 | 502 | 3,29 | ||||
| 2026-01-14 | 13F | ACT Advisors, LLC. | 23.243 | -1,90 | 2.189 | -2,93 | ||||
| 2025-11-05 | 13F | Caliber Wealth Management, LLC / KS | 52.139 | -1,80 | 4.960 | -0,48 | ||||
| 2025-11-10 | 13F | Choate Investment Advisors | 61.068 | 0,16 | 5.810 | 1,50 | ||||
| 2025-12-02 | 13F | Allworth Financial LP | 59.574 | -24,19 | 5.668 | -23,17 | ||||
| 2025-10-22 | 13F | Bryant Woods Investment Advisors, LLC | 8.396 | 0,05 | 799 | 1,40 | ||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 15.463 | 0,68 | 1.471 | 147.000,00 | ||||
| 2025-10-14 | 13F | Berger Financial Group, Inc | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 61.932 | 21,60 | 5.892 | 23,26 | ||||
| 2025-11-12 | 13F | Legacy Wealth Managment, LLC/ID | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-11-10 | 13F | Rice Partnership, LLC | 243 | 0,00 | 23 | 4,55 | ||||
| 2025-11-13 | 13F | Advisor Resource Council | 11.969 | -10,17 | 1.139 | -8,96 | ||||
| 2025-11-13 | 13F | Pettyjohn, Wood & White, Inc | 5.417 | -0,91 | 515 | 0,39 | ||||
| 2025-10-15 | 13F | Founders Financial Securities Llc | 173.403 | 3,96 | 16.498 | 5,37 | ||||
| 2025-10-20 | 13F | Forefront Wealth Partners, LLC | 45.630 | 4.341 | ||||||
| 2025-11-04 | 13F | Meridian Wealth Management, LLC | 6.105 | -0,05 | 581 | 1,22 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 333 | 437,10 | 31 | 520,00 | ||||
| 2025-11-12 | 13F | Level Four Advisory Services, Llc | 28.230 | -8,76 | 2.686 | -7,54 | ||||
| 2025-11-14 | 13F | Mml Investors Services, Llc | 501.996 | -12,89 | 47.760 | 88.342,59 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 10.280 | -0,93 | 968 | -2,03 | ||||
| 2025-11-13 | 13F | Catalytic Wealth RIA, LLC | 20.518 | 352,14 | 1.952 | 359,29 | ||||
| 2025-11-20 | 13F | Ariadne Wealth Management, LP | 3.976 | 0,00 | 374 | 0,54 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 63.955 | 0,09 | 6.085 | 1,45 | ||||
| 2025-10-16 | 13F | Syntegra Private Wealth Group, LLC | 191.324 | -4,19 | 18.203 | -2,90 | ||||
| 2025-10-22 | 13F | Keystone Wealth Services, LLC | 14.814 | 0,91 | 1.409 | 2,25 | ||||
| 2025-11-14 | 13F | Wealthspire Advisors, LLC | 6.744 | -7,06 | 642 | -5,87 | ||||
| 2025-11-10 | 13F | Stonebrook Private Inc. | 8.055 | 1,78 | 766 | 3,23 | ||||
| 2025-11-12 | 13F | IFG Advisory, LLC | 37.483 | -9,43 | 3.566 | -8,19 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 3.031 | 7,52 | 285 | 6,34 | ||||
| 2025-11-04 | 13F | Berman McAleer LLC | 28.822 | 2.742 | ||||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 2.169 | 204 | ||||||
| 2025-11-10 | 13F | Kovack Advisors, Inc. | 7.798 | -2,45 | 742 | -1,20 | ||||
| 2025-11-12 | 13F | Neuberger Berman Group LLC | 10.335 | 39,44 | 983 | 41,44 | ||||
| 2025-10-22 | 13F | Gries Financial Llc | 13.819 | -1,10 | 1.315 | 0,23 | ||||
| 2025-11-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 8.618 | -0,09 | 820 | 1,24 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 83 | 0,00 | 8 | 0,00 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 2.929 | -6,24 | 277 | -6,76 | ||||
| 2025-11-06 | 13F | Johnson Investment Counsel Inc | 1.276.772 | 1,04 | 121.472 | 2,41 | ||||
| 2025-11-14 | 13F | Horizon Investments, LLC | 1.207.696 | 5,35 | 114.900 | 6,78 | ||||
| 2025-10-30 | 13F | CNB Bank | 471 | 0,00 | 45 | 0,00 | ||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 4.889 | -4,55 | 460 | -5,54 | ||||
| 2025-10-14 | 13F | Ttp Investments, Inc. | 11.344 | 0,00 | 1.076 | 1,03 | ||||
| 2025-10-21 | 13F | Ascent Wealth Partners, LLC | 19.368 | 0,51 | 1.843 | 1,88 | ||||
| 2025-11-07 | 13F | NewEdge Wealth, LLC | 23.018 | 34,27 | 2.140 | 34,78 | ||||
| 2025-10-10 | 13F | Diversified Enterprises, LLC | 33.651 | -0,98 | 3.202 | 0,38 | ||||
| 2025-11-12 | 13F | Dogwood Wealth Management LLC | 30 | 0,00 | 3 | 0,00 | ||||
| 2025-11-07 | 13F | Cora Capital Advisors Llc | 36.550 | -3,29 | 3.477 | -1,97 | ||||
| 2025-11-14 | 13F | Larson Financial Group LLC | 5.075 | 1,44 | 483 | 2,77 | ||||
| 2025-10-24 | 13F | Arkansas Financial Group, Inc. | 41.977 | -0,46 | 3.994 | 1,24 | ||||
| 2025-11-04 | 13F | Welch & Forbes Llc | 19.116 | 0,00 | 1.819 | 1,34 | ||||
| 2025-11-12 | 13F | Arcadia Wealth Management, LLC | 3.076 | 4,48 | 293 | 5,80 | ||||
| 2025-10-29 | 13F | Inscription Capital, LLC | 14.587 | -0,71 | 1.388 | 0,58 | ||||
| 2025-11-10 | 13F | Avant Capital LLC | 76.323 | -0,87 | 7.261 | 0,47 | ||||
| 2025-11-13 | 13F | FF Advisors,LLC | 6.394 | -16,72 | 608 | -15,56 | ||||
| 2025-10-09 | 13F | Financial Enhancement Group LLC | 164.639 | 0,45 | 15.712 | 3,36 | ||||
| 2025-11-04 | 13F | Cornerstone Planning Group LLC | 1.853 | 1.325,38 | 173 | 1.333,33 | ||||
| 2025-11-07 | 13F | Crestwood Advisors Group LLC | 45.575 | -3,76 | 4.336 | -2,45 | ||||
| 2025-11-10 | 13F | Cary Street Partner Investment Advisory Llc | 1.489 | 142 | ||||||
| 2025-11-06 | 13F | Ipsen Advisor Group LLC | 2.187 | 0,41 | 208 | 1,96 | ||||
| 2025-11-12 | 13F | AAFCPAs Wealth Management, LLC | 10.521 | -94,16 | 1.001 | -94,09 | ||||
| 2026-01-15 | 13F | Moody Lynn & Lieberson, Llc | 2.407 | 0,00 | 227 | -1,31 | ||||
| 2025-11-06 | 13F | MSH Capital Advisors LLC | 2.397 | 4,72 | 228 | 6,54 | ||||
| 2025-11-14 | 13F | Redwood Park Advisors LLC | 67.235 | 0,24 | 6.397 | 1,59 | ||||
| 2025-10-28 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Beacon Financial Advisory LLC | 9.977 | -0,69 | 949 | 0,64 | ||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 2.700 | 0,00 | 253 | -1,95 | ||||
| 2025-10-16 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 15.949 | -0,30 | 1.517 | 1,07 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 15.597 | -4,15 | 1.469 | -5,17 | ||||
| 2025-11-18 | 13F | Tcfg Wealth Management, Llc | 83.738 | 107 | ||||||
| 2025-10-29 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 77.599 | -5,02 | 7.383 | -3,73 | ||||
| 2025-11-14 | 13F | Fairview Capital Investment Management, Llc | 4.525 | -4,23 | 431 | -2,93 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 45 | 0,00 | 4 | 0,00 | ||||
| 2025-11-13 | 13F | Tradition Wealth Management, LLC | 50.980 | -47,35 | 4.850 | -46,63 | ||||
| 2025-11-13 | 13F | Sei Investments Co | 1.505.143 | 0,68 | 143.201 | 2,04 | ||||
| 2025-10-22 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2025-10-28 | 13F | Running Point Capital Advisors, LLC | 72.282 | -1,32 | 6.877 | 0,01 | ||||
| 2026-01-07 | 13F | Retirement Wealth Solutions LLC | 2.125 | 15,55 | 200 | 14,94 | ||||
| 2026-01-12 | 13F | Harbor Group, Inc. | 3.937 | 371 | ||||||
| 2026-01-21 | 13F | McElhenny Sheffield Capital Management, LLC | 3.653 | 0,00 | 344 | -1,15 | ||||
| 2025-10-31 | 13F | Chilton Capital Management Llc | 788 | 75 | ||||||
| 2025-11-12 | 13F | Kcm Investment Advisors Llc | 3.020 | 0,00 | 287 | 1,41 | ||||
| 2025-11-14 | 13F | Aqr Capital Management Llc | 125.695 | 19,01 | 11.959 | 20,62 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 11.469 | -19,94 | 1.091 | -18,82 | ||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 40 | 0,00 | 4 | 0,00 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 15.552 | 4,54 | 1.464 | 3,46 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 1.430 | 0,00 | 135 | -1,47 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 1.233 | 4,05 | 116 | 2,65 | ||||
| 2025-10-22 | 13F | Cardinal Strategic Wealth Guidance | 36.162 | -10,68 | 3.440 | -9,47 | ||||
| 2025-11-05 | 13F | Plante Moran Financial Advisors, LLC | 309 | 3,69 | 29 | 7,41 | ||||
| 2025-10-23 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2.564 | 0,00 | 244 | 1,25 | ||||
| 2025-11-06 | 13F | Mandatum Life Insurance Co Ltd | 41.527 | -1,51 | 3.951 | -0,18 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 2.685 | -42,63 | 252 | -42,47 | ||||
| 2025-10-21 | 13F | Altfest L J & Co Inc | 62.933 | 5.987 | ||||||
| 2025-11-14 | 13F | VestGen Advisors, LLC | 49.943 | -6,71 | 4.752 | -5,11 | ||||
| 2025-11-10 | 13F | Mendel Money Management | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Barnes Dennig Private Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Atria Investments Llc | 62.861 | 2,46 | 5.981 | 3,86 | ||||
| 2025-11-12 | 13F | Huntington National Bank | 1.465 | -5,48 | ||||||
| 2025-11-07 | 13F | BOK Financial Private Wealth, Inc. | 450 | 0,00 | 43 | 0,00 | ||||
| 2025-11-20 | 13F | Centaurus Financial, Inc. | 12.597 | -1,75 | 1 | 0,00 | ||||
| 2025-10-14 | 13F | High Probability Advisors, LLC | 366.545 | 4,63 | 34.873 | 6,05 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 3.054 | -2,43 | 288 | -3,37 | ||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 4.841 | -3,97 | 456 | -5,01 | ||||
| 2025-10-28 | 13F | Kennedy Investment Group | 110.277 | 8,77 | 10.492 | 10,23 | ||||
| 2025-10-27 | 13F | Retirement Planning Group | 18.621 | -1,27 | 1.772 | 0,06 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 10.806 | -4,40 | 1.028 | -3,11 | ||||
| 2025-11-14 | 13F | Beacon Pointe Advisors, LLC | 233.331 | 7,09 | 22.199 | 8,54 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 49.712 | -5,49 | 4.681 | -6,47 | ||||
| 2025-11-14 | 13F | Headinvest, Llc | 7.006 | 0,00 | 667 | 1,37 | ||||
| 2025-10-14 | 13F | Ridgecrest Wealth Partners, Llc | 6.187 | 0,00 | 589 | 1,38 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 7.635 | -52,29 | 719 | -52,83 | ||||
| 2025-11-17 | 13F | Optimist Retirement Group LLC | 2.712 | 0,00 | 258 | 1,57 | ||||
| 2026-01-16 | 13F | Forte Asset Management Llc | 5.565 | -0,16 | 524 | -1,13 | ||||
| 2025-11-17 | 13F | Front Row Advisors LLC | 3.093 | -1,75 | 294 | -0,34 | ||||
| 2025-10-22 | 13F | Bernardo Wealth Planning LLC | 21.111 | 0,20 | 2.009 | 200.700,00 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 7.616 | 0,08 | 717 | -0,97 | ||||
| 2026-01-15 | 13F | Strategic Point Investment Advisors, LLC | 42.752 | 0,30 | 4.025 | -0,74 | ||||
| 2026-01-05 | 13F | Trust Co of the South | 5.195 | 0,00 | 489 | -1,01 | ||||
| 2025-10-20 | 13F | HighMark Wealth Management LLC | 3 | 0 | ||||||
| 2025-11-14 | 13F | Wiley Bros.-aintree Capital, Llc | 159.694 | 28,14 | 15.182 | 29,77 | ||||
| 2025-11-17 | 13F/A | Keystone Financial Group | 37.953 | -4,59 | 3.611 | -3,27 | ||||
| 2025-10-30 | 13F | Brandywine Oak Private Wealth Llc | 36.763 | -4,31 | 3.498 | -3,02 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 20.137 | -2,46 | 1.896 | -3,46 | ||||
| 2025-11-04 | 13F | Mutual Advisors, LLC | 43.315 | -16,71 | 4.090 | -16,55 | ||||
| 2025-11-10 | 13F | Curtis Advisory Group, LLC | 54.460 | 60,43 | 5.181 | 62,62 | ||||
| 2025-11-04 | 13F | Ashton Thomas Private Wealth, LLC | 42.083 | 4,24 | 4.004 | 5,65 | ||||
| 2025-10-14 | 13F | Capital Insight Partners, Llc | 25.005 | -5,65 | 2.379 | -4,38 | ||||
| 2025-11-13 | 13F | Alan B. Lancz & Associates, Inc. | 3.700 | 0,00 | 352 | 1,44 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 5.608 | -16,62 | 528 | -17,37 | ||||
| 2025-11-13 | 13F | Regal Investment Advisors LLC | 25.669 | 2,14 | 2.442 | 3,56 | ||||
| 2025-10-20 | 13F | Kingsman Wealth Management, Inc. | 5.734 | 0,39 | 546 | 1,68 | ||||
| 2025-11-13 | 13F | Edmond De Rothschild Holding S.a. | 19.310 | -53,09 | 1.837 | -52,43 | ||||
| 2025-11-06 | 13F | Wedbush Securities Inc | 8.810 | 11,17 | 1 | |||||
| 2025-11-07 | 13F | Main Street Group, LTD | 956 | 0,00 | 91 | 1,12 | ||||
| 2025-11-13 | 13F | SCS Capital Management LLC | 3.907 | -59,20 | 372 | -58,69 | ||||
| 2026-01-21 | 13F | Five Pine Wealth Management | 4.173 | -0,67 | 393 | -1,75 | ||||
| 2025-10-31 | 13F | BCJ Capital Management, LLC | 8.206 | 9,06 | 781 | 10,48 | ||||
| 2025-11-04 | 13F | Keybank National Association/oh | 367.438 | 2,12 | 34.940 | 3,46 | ||||
| 2025-10-22 | 13F | B&l Asset Management Llc | 3.123 | 0,00 | 297 | 1,37 | ||||
| 2025-10-22 | 13F | Financial Perspectives, Inc | 1.231 | 2,84 | 117 | 4,46 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-11-04 | 13F | Tsfg, Llc | 3.896 | -0,36 | 0 | |||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Warner Financial, Inc | 5.501 | 0,00 | 1 | |||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 4.537 | -9,21 | 427 | -10,11 | ||||
| 2025-11-06 | 13F | Providence Capital Advisors, LLC | 2.072 | -5,13 | 197 | -3,90 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2.051 | 193 | ||||||
| 2025-11-13 | 13F | Baird Financial Group, Inc. | 102.083 | -29,96 | 9.712 | -29,01 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Lvm Capital Management Ltd/mi | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 2.482 | 0,00 | 234 | -1,27 | ||||
| 2025-11-10 | 13F | Bridgewater Advisors Inc. | 2.530 | 0,00 | 234 | -1,69 | ||||
| 2025-11-03 | 13F | Cloud Capital Management, LLC | 5 | 0 | ||||||
| 2026-01-20 | 13F | Signaturefd, Llc | 23.671 | 0,00 | 2.229 | -1,07 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-24 | 13F | Trilogy Capital Inc. | 42.199 | -5,81 | 4.015 | -4,54 | ||||
| 2025-11-19 | 13F/A | Aspire Private Capital, LLC | 2.794 | 6,72 | 266 | 8,16 | ||||
| 2026-01-20 | 13F | American National Bank | 821 | 0,00 | 77 | -1,28 | ||||
| 2025-11-24 | 13F | Cherry Tree Wealth Management, LLC | 13.675 | -0,78 | 1.301 | 0,62 | ||||
| 2025-10-31 | 13F | Barrett & Company, Inc. | 168.720 | 6,35 | 16.052 | 7,80 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 75.287 | -0,41 | 7.089 | -1,43 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 14.451 | -5,53 | 1.375 | -4,25 | ||||
| 2025-11-03 | 13F | TD Waterhouse Canada Inc. | 26.445 | -47,15 | 2.512 | -46,52 | ||||
| 2025-11-13 | 13F | Beaird Harris Wealth Management, LLC | 373 | 6,88 | 35 | 9,38 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 5.607 | 0,16 | 528 | -0,94 | ||||
| 2025-11-05 | 13F | MCF Advisors LLC | 312 | 2,97 | 30 | 3,57 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 2.743 | 0,40 | 258 | -0,39 | ||||
| 2026-01-16 | 13F | Heck Capital Advisors, LLC | 6.937 | -5,34 | 653 | -6,31 | ||||
| 2025-11-07 | 13F | Investment Partners, Ltd. | 36.373 | 0,15 | 3.460 | 1,50 | ||||
| 2025-11-13 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Renasant Bank | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Mcdonald Partners Llc | 14.690 | 0,44 | 1.398 | 1,82 | ||||
| 2025-11-12 | 13F | Banco Santander, S.A. | 135.589 | -16,15 | 12.900 | -15,02 | ||||
| 2025-10-31 | 13F | TFR Capital, LLC. | 2.987 | -10,81 | 284 | -9,55 | ||||
| 2025-10-31 | 13F | Baker Avenue Asset Management, LP | 2.416 | 230 | ||||||
| 2025-11-10 | 13F | Washington Trust Advisors, Inc. | 1.300 | 0,00 | 124 | 0,82 | ||||
| 2026-01-16 | 13F | Kwmg, Llc | 132.497 | 3,50 | 12.476 | 2,43 | ||||
| 2025-11-12 | 13F | Stifel Financial Corp | 609.963 | 17,56 | 58.033 | 19,16 | ||||
| 2026-01-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 176.499 | -1,18 | 16.619 | -2,20 | ||||
| 2025-11-13 | 13F | Connecticut Wealth Management, LLC | 3.276 | -7,85 | 312 | -6,61 | ||||
| 2025-11-14 | 13F | Ausdal Financial Partners, Inc. | 15.554 | 11,96 | 1.480 | 13,42 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 748 | -23,12 | 70 | -23,91 | ||||
| 2025-11-12 | 13F | Brinker Capital Investments, LLC | 68.823 | -2,64 | 6.548 | -1,33 | ||||
| 2025-11-14 | 13F | Great Valley Advisor Group, Inc. | 37.892 | -5,73 | 3.605 | -4,45 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 1.264 | 0,00 | 118 | -0,84 | ||||
| 2025-11-03 | 13F | Atlantic Private Wealth, LLC | 1.912 | 0,00 | 182 | 1,12 | ||||
| 2025-11-14 | 13F | Cardiff Park Advisors, Llc | 14.890 | 0,02 | 1.417 | 1,36 | ||||
| 2025-11-12 | 13F | Commerce Bank | 46.034 | 19,71 | 4.380 | 21,34 | ||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 8.087 | 0,00 | 769 | 1,32 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Hoese & Co LLP | 18.685 | -23,41 | 1.759 | -24,18 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 60.904 | -1,44 | 5.717 | -1,21 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 835 | 0,00 | 79 | -1,27 | ||||
| 2025-11-14 | 13F | Green Harvest Asset Management LLC | 2.747 | 261 | ||||||
| 2025-10-21 | 13F | Strait & Sound Wealth Management LLC | 12.626 | 10,58 | 1.201 | 12,14 | ||||
| 2026-01-12 | 13F | First Bank & Trust | 4.883 | 0,00 | 460 | -1,08 | ||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 2.237 | 0,00 | 211 | -0,94 | ||||
| 2025-11-03 | 13F | Truist Financial Corp | 619.787 | -15,29 | 58.967 | -14,14 | ||||
| 2025-11-06 | 13F | Delap Wealth Advisory, Llc | 4.817 | 0,00 | 458 | 1,11 | ||||
| 2025-11-13 | 13F | Sfmg, Llc | 5.985 | 1,05 | 569 | 2,52 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 6.390 | -1,92 | 608 | -0,65 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 23.400 | 70,80 | 2.197 | 71,16 | ||||
| 2025-11-17 | 13F | Turning Point Benefit Group, Inc. | 5 | 0 | ||||||
| 2026-01-15 | 13F | Defined Wealth Management, Llc | 33.965 | -1,04 | 3.198 | -2,05 | ||||
| 2025-10-24 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.479 | 0,63 | 1.282 | 1,99 |
Other Listings
| US:USMV | 94,34 $ |
