Grundlæggende statistik
| Institutionelle ejere | 823 total, 823 long only, 0 short only, 0 long/short - change of 10,27% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8246 % - change of -3,38% MRQ |
| Institutionelle aktier (lange) | 159.450.625 (ex 13D/G) - change of 16,41MM shares 11,35% MRQ |
| Institutionel værdi (lang) | $ 12.060.382 USD ($1000) |
Institutionelt ejerskab og aktionærer
World Gold Trust - SPDR Gold MiniShares Trust (PE:GLDM) har 823 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 159,450,625 aktier. Største aktionærer omfatter Sumitomo Mitsui Trust Holdings, Inc., Morgan Stanley, Bank Of America Corp /de/, Evoke Wealth, Llc, Empower Advisory Group, LLC, Wells Fargo & Company/mn, Asset Management One Co., Ltd., Cassaday & Co Wealth Management LLC, UBS Group AG, and LPL Financial LLC .
World Gold Trust - SPDR Gold MiniShares Trust (BVL:GLDM) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-20 | 13F | Quest 10 Wealth Builders, Inc. | 295 | 37,85 | 23 | 57,14 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 3.057 | 0,00 | 234 | 16,50 | ||||
| 2025-10-15 | 13F | Vontobel Holding Ltd. | 4.000 | 0,00 | 306 | 16,41 | ||||
| 2025-11-14 | 13F | JPL Wealth Management, LLC | 126 | 10 | ||||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 11.004 | 4,59 | 939 | 16,79 | ||||
| 2025-11-05 | 13F | MONECO Advisors, LLC | 54.637 | 8,43 | 4.177 | 26,54 | ||||
| 2025-10-30 | 13F | Wbh Advisory Inc | 37.505 | 2,80 | 2.867 | 19,96 | ||||
| 2025-10-22 | 13F | Nottingham Advisors, Inc. | 222.584 | 4,50 | 17.017 | 21,93 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 5.138 | 15,07 | 439 | 28,45 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 2.575 | 220 | ||||||
| 2025-11-14 | 13F | Beacon Pointe Advisors, LLC | 65.633 | 96,48 | 5.018 | 129,30 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 3.811 | 2,47 | 325 | 14,44 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 3.687 | 11,39 | 315 | 24,11 | ||||
| 2025-10-20 | 13F | Mid-American Wealth Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Evernest Financial Advisors, LLC | 358.715 | -9,63 | 27.424 | 5,44 | ||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 3.780 | 2,19 | 323 | 10,65 | ||||
| 2025-11-05 | 13F | Waterloo Capital, L.P. | 13.882 | 2,85 | 1.061 | 20,02 | ||||
| 2025-11-10 | 13F | AMG National Trust Bank | 49.163 | 87,32 | 3.759 | 118,62 | ||||
| 2025-11-14 | 13F | Boothbay Fund Management, Llc | 20.900 | 26,67 | 1.598 | 47,73 | ||||
| 2025-11-07 | 13F | Essex Financial Services, Inc. | 69.613 | 39,37 | 5.322 | 62,62 | ||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 97.424 | 6,50 | 8.317 | 18,93 | ||||
| 2025-11-13 | 13F | Quartz Partners, LLC | 20.830 | -10,94 | 1.592 | 3,92 | ||||
| 2025-09-17 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 23.925 | 1.829 | ||||||
| 2025-08-26 | NP | UPAR - UPAR Ultra Risk Parity ETF | 118.485 | -25,50 | 7.763 | -21,12 | ||||
| 2026-01-23 | 13F | Invested Advisors | 2.371 | 202 | ||||||
| 2026-01-12 | 13F | Certified Advisory Corp | 24.211 | 2.067 | ||||||
| 2025-10-31 | 13F | Copia Wealth Management | 14.927 | 0,11 | 1.141 | 16,91 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 5.647 | -17,44 | 482 | -7,66 | ||||
| 2026-01-20 | 13F | NavPoint Financial, Inc. | 255.101 | 0,61 | 21.778 | 12,35 | ||||
| 2025-11-07 | 13F | Pnc Financial Services Group, Inc. | 481 | 3,00 | 37 | 20,00 | ||||
| 2026-01-20 | 13F | Sheets Smith Wealth Management | 10.283 | -7,84 | 878 | 2,81 | ||||
| 2025-11-13 | 13F | Deutsche Bank Ag\ | 220.100 | -7,50 | 16.827 | 7,94 | ||||
| 2025-11-10 | 13F | Excalibur Management Corp | 14.494 | 13,91 | 1.108 | 33,01 | ||||
| 2026-01-22 | 13F/A | Cresset Asset Management, LLC | 557.152 | 21,81 | 42.594 | 42,13 | ||||
| 2025-10-03 | 13F | HCR Wealth Advisors | 2.964 | 226 | ||||||
| 2025-10-28 | 13F | Gould Asset Management Llc /ca/ | 196.091 | -16,94 | 14.991 | -3,08 | ||||
| 2025-11-17 | 13F | GWM Advisors LLC | 193.522 | 26,81 | 14.795 | 47,95 | ||||
| 2025-11-14 | 13F | Kickstand Ventures, Llc. | 29.778 | 8,53 | 2.277 | 26,66 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 9.031 | 4,38 | 771 | 16,49 | ||||
| 2026-01-15 | 13F | OxenFree Capital LLC | 2.840 | 242 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 142.920 | -8,15 | 12.201 | 2,57 | ||||
| 2025-11-10 | 13F | Hillsdale Investment Management Inc. | 28 | 0,00 | 2 | 100,00 | ||||
| 2025-11-13 | 13F | Main Street Research LLC | 466.864 | 4,10 | 35.692 | 21,46 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 4.577 | -20,22 | 391 | -10,96 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 14.147 | 0,80 | 1.208 | 12,59 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | New England Private Wealth Advisors LLC | 36.683 | 60,45 | 2.804 | 89,59 | ||||
| 2025-11-14 | 13F | State Street Corp | 2.702.828 | 0,28 | 206.631 | 17,01 | ||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 7.893 | 144,29 | 674 | 172,47 | ||||
| 2025-11-05 | 13F | SBI Securities Co., Ltd. | 499.243 | 30,06 | 38.167 | 51,76 | ||||
| 2025-11-13 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.859 | 219 | ||||||
| 2025-10-23 | 13F | HB Wealth Management, LLC | 4.382 | 335 | ||||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 13.283 | 31,13 | 1.134 | 46,38 | ||||
| 2025-10-29 | 13F | Theory Financial Llc | 20.998 | 57,38 | 1.820 | 109,44 | ||||
| 2025-10-27 | 13F | Concurrent Investment Advisors, LLC | 6.661 | 23,17 | 509 | 43,79 | ||||
| 2025-11-06 | 13F | First National Trust Co | 4.558 | 1,51 | 348 | 18,37 | ||||
| 2026-01-21 | 13F | Hudson Capital Management LLC | 114.641 | -5,77 | 9.787 | 5,23 | ||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 19.011 | 1,60 | 1.623 | 13,43 | ||||
| 2026-01-13 | 13F | LongView Wealth Management | 3.524 | 2,47 | 320 | 22,14 | ||||
| 2025-10-23 | 13F | Benjamin Edwards Inc | 1.129.521 | 3,67 | 86.351 | 20,97 | ||||
| 2025-10-20 | 13F | OMNI 360 Wealth, Inc. | 6.408 | 20,20 | 490 | 40,11 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 476 | 0,00 | 41 | 11,11 | ||||
| 2025-11-26 | 13F | Vermillion & White Wealth Management Group, LLC | 130 | 0,00 | 10 | 12,50 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-23 | 13F | Motiv8 Investments LLC | 7.592 | -86,06 | 580 | -83,74 | ||||
| 2025-10-23 | 13F | Noesis Capital Mangement Corp | 4.055 | 0,27 | 310 | 17,42 | ||||
| 2025-11-14 | 13F | Main Street Financial Solutions, LLC | 100.658 | 10,81 | 7.695 | 29,31 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 2.875 | -6,96 | 245 | 3,81 | ||||
| 2025-11-05 | 13F | Hobbs Wealth Management, LLC | 7.458 | 33,32 | 570 | 55,74 | ||||
| 2025-11-14 | 13F | Capital Analysts, Inc. | 14.833 | 23,84 | 1 | |||||
| 2025-10-08 | 13F | Beacon Financial Group | 2.900 | 222 | ||||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 14 | -94,02 | 1 | -93,33 | ||||
| 2025-12-01 | 13F | CMC Financial Group | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | AA Financial Advisors, LLC | 26.501 | 2.262 | ||||||
| 2025-08-21 | NP | RAAX - VanEck Vectors Real Asset Allocation ETF | 5.936 | 0,00 | 389 | 5,72 | ||||
| 2025-11-12 | 13F | Mach-1 Financial Group, Inc. | 4.159 | 318 | ||||||
| 2025-11-14 | 13F | Bank Of America Corp /de/ | 7.367.296 | 28,55 | 563.230 | 50,00 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Mma Asset Management Llc | 2.106 | 161 | ||||||
| 2025-10-20 | 13F | Segment Wealth Management, LLC | 66.528 | 0,41 | 5.086 | 17,16 | ||||
| 2026-01-06 | 13F | Fulcrum Equity Management | 3.233 | -12,67 | 276 | -2,47 | ||||
| 2025-10-28 | 13F | Thrive Capital Management, LLC | 48.003 | 14,43 | 3.670 | 33,52 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 23.292 | 28,63 | 1.988 | 43,64 | ||||
| 2025-11-14 | 13F | Kestra Advisory Services, LLC | 152.520 | 4,64 | 11.660 | 22,11 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 34.426 | -5,68 | 2.256 | 18,56 | ||||
| 2025-11-14 | 13F | Mariner, LLC | 331.050 | 29,63 | 25.309 | 51,26 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 38.950 | 6,93 | 3.325 | 19,43 | ||||
| 2025-10-22 | 13F | Royal Harbor Partners, LLC | 67.011 | 4,09 | 5.123 | 21,46 | ||||
| 2026-01-23 | 13F | Lansing Street Advisors | 2.484 | 212 | ||||||
| 2025-11-07 | 13F | Marble Harbor Investment Counsel, LLC | 64.050 | -3,50 | 4.897 | 12,60 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 5.741 | 21,61 | 490 | 36,11 | ||||
| 2025-10-29 | 13F | Root Financial Partners, LLC | 56 | 4 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 947.412 | -13,56 | 62.074 | -8,49 | ||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 2.887 | 246 | ||||||
| 2025-11-14 | 13F | Community Bank, N.A. | 3.490 | -12,55 | 267 | 1,92 | ||||
| 2025-11-12 | 13F | LPL Financial LLC | 3.021.531 | 13,92 | 230.996 | 32,93 | ||||
| 2026-01-14 | 13F | Chatham Capital Group, Inc. | 119.381 | -0,80 | 10.192 | 10,77 | ||||
| 2025-11-10 | 13F | Barnett & Company, Inc. | 3.560 | 0,00 | 272 | 16,74 | ||||
| 2025-11-13 | 13F | Richard Bernstein Advisors LLC | 20.288 | -4,08 | 1.551 | 11,91 | ||||
| 2026-01-23 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 18.387.492 | -0,49 | 1.569.740 | 11,12 | ||||
| 2025-11-04 | 13F | Jones Financial Companies Lllp | 56.842 | 20,99 | 4.240 | 39,30 | ||||
| 2026-01-20 | 13F | Moseley Investment Management Inc | 2.815 | 0,00 | 240 | 11,63 | ||||
| 2025-11-03 | 13F | KPP Advisory Services LLC | 42.548 | 13,76 | 3.253 | 32,73 | ||||
| 2025-10-28 | 13F | Nwam Llc | 20.895 | 12,95 | 1.697 | 41,69 | ||||
| 2025-11-04 | 13F | Buck Wealth Strategies, LLC | 152.647 | 9,06 | 11.670 | 27,25 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 166 | 32,80 | 14 | 55,56 | ||||
| 2025-10-14 | 13F | AIFG Consultants Ltd. | 114.374 | -11,35 | 8.744 | 3,44 | ||||
| 2026-01-21 | 13F | Capital Management Associates, Inc | 15.247 | 4,04 | 1.302 | 16,16 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Wealth Management Nebraska | 21.190 | 33,72 | 1.620 | 57,80 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Lido Advisors, LLC | 107.195 | 103,13 | 8.195 | 137,06 | ||||
| 2025-11-14 | 13F | Fiduciary Trust Co | 6.660 | 1,63 | 509 | 18,65 | ||||
| 2025-11-12 | 13F | Journey Strategic Wealth Llc | 129.129 | 4,40 | 9.872 | 21,80 | ||||
| 2026-01-08 | 13F | American National Bank of Texas | 39.707 | -13,09 | 3.390 | -2,95 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 126.126 | 3.362,15 | 10.767 | 3.773,02 | ||||
| 2025-11-06 | 13F | CIBC World Markets Inc. | 12.037 | 920 | ||||||
| 2025-08-26 | NP | BTGD - STKD Bitcoin & Gold ETF | 38.301 | 30,72 | 2.509 | 38,39 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 94.685 | 8.594 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8.720 | 16,05 | 571 | 22,80 | ||||
| 2025-11-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 446.941 | 49,64 | 34.169 | 74,60 | ||||
| 2025-10-22 | 13F | New Perspectives, Inc | 157.803 | 1,70 | 12.064 | 18,67 | ||||
| 2025-11-12 | 13F | Entrewealth, Llc | 64.811 | 12,72 | 4.955 | 31,51 | ||||
| 2025-11-19 | 13F/A | Regions Financial Corp | 4.729 | 7,82 | 362 | 25,78 | ||||
| 2025-11-03 | 13F | Hollencrest Capital Management | 21.902 | 0,05 | 1.674 | 16,74 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 4.446 | -5,67 | 380 | 5,28 | ||||
| 2025-11-13 | 13F | Maia Wealth LLC | 30.314 | 56,68 | 2.468 | 94,79 | ||||
| 2025-11-10 | 13F | Thoroughbred Financial Services, Llc | 4.286 | 0,00 | 0 | |||||
| 2025-11-13 | 13F | Medici Capital Llc | 204.026 | 0,00 | 15.598 | 16,68 | ||||
| 2026-01-16 | 13F | Piscataqua Savings Bank | 1.791 | 153 | ||||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 6.899 | -8,01 | 589 | 2,62 | ||||
| 2025-10-29 | 13F | Valued Wealth Advisors LLC | 61 | 0,00 | 5 | 33,33 | ||||
| 2026-01-12 | 13F | Robinson Value Management, Ltd. | 21.899 | 0,29 | 1.870 | 11,98 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Sage Private Wealth Group, Llc | 170.626 | -3,03 | 13.044 | 13,15 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 4.204 | -0,99 | 359 | 10,49 | ||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 9.453 | 37,72 | 723 | 60,80 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | CENTRAL TRUST Co | 14.463 | -0,94 | 1.106 | 15,59 | ||||
| 2025-11-21 | 13F | Bell Investment Advisors, Inc | 3.985 | 0,00 | 305 | 16,48 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 3.353 | -22,24 | 226 | -20,77 | ||||
| 2026-01-23 | 13F | Patten Group, Inc. | 51.935 | 5,16 | 4.434 | 17,43 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 53 | 3 | ||||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 159.879 | 208,40 | 12.223 | 259,89 | ||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 84.788 | 2,36 | 7.238 | 14,31 | ||||
| 2025-11-06 | 13F | Wealthfront Advisers Llc | 21.340 | 456,16 | 1.631 | 549,80 | ||||
| 2026-01-12 | 13F | Shira Ridge Wealth Management | 45.235 | 3,78 | 3.862 | 15,88 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 71.234 | 1.376,05 | 849 | 130,71 | ||||
| 2025-11-06 | 13F | MidWestOne Financial Group, Inc. | 11.659 | -55,54 | 891 | -48,14 | ||||
| 2025-11-14 | 13F | Royal Bank Of Canada | 1.342.697 | 24,35 | 102.649 | 45,09 | ||||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 7.777 | 19,81 | 664 | 33,67 | ||||
| 2025-12-18 | 13F | Bush Investment Group, Llc | 73.182 | 42,94 | 5.595 | 66,79 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | International Private Wealth Advisors LLC | 3.208 | -8,81 | 274 | 1,87 | ||||
| 2025-08-26 | NP | PPI - AXS Astoria Inflation Sensitive ETF | 75.222 | 50,96 | 4.929 | 59,84 | ||||
| 2025-11-06 | 13F | IFG Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-13 | 13F | Van Eck Associates Corp | 671.036 | 0,00 | 51 | 18,60 | ||||
| 2025-10-24 | 13F | Continuum Wealth Advisors, Llc | 245.215 | 7,75 | 18.747 | 25,73 | ||||
| 2025-11-14 | 13F | Empower Advisory Group, LLC | 5.655.394 | 10,27 | 432.355 | 28,67 | ||||
| 2025-11-12 | 13F | Denver Wealth Management, Inc. | 7.741 | -0,67 | 592 | 15,88 | ||||
| 2025-11-10 | 13F | Rossby Financial, LCC | 26 | 420,00 | 2 | |||||
| 2025-10-10 | 13F | Putnam Fl Investment Management Co | 7.278 | -32,48 | 556 | -21,25 | ||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 1 | 0,00 | 0 | |||||
| 2025-10-31 | 13F | Whittier Trust Co | 101 | 0,00 | 8 | 16,67 | ||||
| 2026-01-16 | 13F | Kendall Capital Management | 17.245 | 3,21 | 1.472 | 15,27 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 1.065 | 0,00 | 91 | 11,11 | ||||
| 2025-11-14 | 13F | Mml Investors Services, Llc | 248.182 | 19,96 | 18.974 | 145.846,15 | ||||
| 2025-10-16 | 13F | Horst & Graben Wealth Management LLC | 114.645 | 53,97 | 8.765 | 79,66 | ||||
| 2025-11-21 | 13F | Petix & Botte Co | 19.044 | -2,96 | 1.456 | 13,23 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 88.667 | -21,13 | 5.809 | -16,50 | ||||
| 2025-11-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13.347 | -4,36 | 1.020 | 11,60 | ||||
| 2026-01-12 | 13F | KWB Wealth | 127.227 | 51,68 | 10.861 | 97,65 | ||||
| 2025-11-03 | 13F | Impact Partnership Wealth, LLC | 2.701 | 206 | ||||||
| 2025-11-13 | 13F | Mark Sheptoff Financial Planning, Llc | 294 | 23 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 655 | 3,15 | 59 | 20,41 | ||||
| 2025-11-07 | 13F | Accretive Wealth Partners, LLC | 130.421 | 2,73 | 9.971 | 19,87 | ||||
| 2026-01-22 | 13F | Lee Financial Co | 4.220 | -15,40 | 360 | -5,51 | ||||
| 2025-11-17 | 13F | Kestra Private Wealth Services, Llc | 64.009 | 6,73 | 4.893 | 24,54 | ||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 3.904 | -49,72 | 333 | -43,84 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.035 | -8,81 | 79 | 6,76 | ||||
| 2025-10-30 | 13F | Detalus Advisors, LLC | 91.003 | 34,04 | 6.957 | 56,41 | ||||
| 2025-11-13 | 13F | Betterment LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Gotham Asset Management, LLC | 34.057 | 2.604 | ||||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 80 | -99,78 | 3 | -99,87 | ||||
| 2025-10-30 | 13F | BKD Wealth Advisors, LLC | 68.851 | -1,83 | 5.264 | 14,56 | ||||
| 2025-10-28 | 13F | Rakuten Securities, Inc. | 17.186 | 6,07 | 1.314 | 23,75 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 10.000 | 655 | ||||||
| 2025-10-27 | 13F | Janney Montgomery Scott LLC | 84.478 | 15,13 | 6 | 50,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Courier Capital Llc | 87.139 | 5,16 | 6.662 | 22,69 | ||||
| 2025-11-19 | 13F | Captrust Financial Advisors | 18.171 | -3,44 | 1.389 | 12,65 | ||||
| 2025-11-03 | 13F | Foundations Investment Advisors, LLC | 65.110 | 9,26 | 4.978 | 27,48 | ||||
| 2025-11-05 | 13F | J.w. Cole Advisors, Inc. | 18.070 | 2,16 | 1.381 | 19,26 | ||||
| 2025-11-13 | 13F | Change Path, LLC | 91.498 | 9,43 | 6.995 | 27,69 | ||||
| 2026-01-12 | 13F | Quantum Financial Advisors, LLC | 166.254 | 65,72 | 14.193 | 85,07 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 28 | 833,33 | 2 | |||||
| 2025-10-14 | 13F | Brighton Jones Llc | 8.529 | 652 | ||||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 735 | 157,89 | 63 | 195,24 | ||||
| 2025-10-31 | 13F | Biltmore Family Office, LLC | 25.126 | 0,00 | 1.921 | 16,65 | ||||
| 2025-11-14 | 13F | Comerica Bank | 75.340 | 0,89 | 5.760 | 17,72 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Avion Wealth | 7 | 0,00 | 0 | |||||
| 2025-10-27 | 13F | Gradient Capital Advisors, LLC | 30.220 | 0,72 | 2.310 | 17,56 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 21 | 0,00 | 2 | 0,00 | ||||
| 2025-10-30 | 13F | Tranquility Partners, LLC | 3.383 | 0,00 | 259 | 16,74 | ||||
| 2025-11-14 | 13F | Moneta Group Investment Advisors Llc | 2.698 | 206 | ||||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 32.381 | 13,97 | 2.764 | 27,26 | ||||
| 2025-10-30 | 13F | Arcus Capital Partners, LLC | 26.210 | 2.004 | ||||||
| 2025-08-28 | NP | RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A | 753.819 | 6,30 | 49.390 | 12,54 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 106.206 | -18,60 | 6.959 | -13,83 | ||||
| 2025-11-03 | 13F | Truist Financial Corp | 153.999 | 18,50 | 11.773 | 38,28 | ||||
| 2025-10-27 | 13F | First Horizon Corp | 1.256 | 96 | ||||||
| 2025-09-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 5.192 | 21,05 | 338 | 21,15 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 104.763 | -2,97 | 6.864 | 2,72 | ||||
| 2025-11-13 | 13F | Bokf, Na | 400 | 0,00 | 31 | 15,38 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5.187 | 340 | ||||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 75.012 | -12,81 | 6.404 | -2,65 | ||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 3.140 | 268 | ||||||
| 2026-01-23 | 13F | BCS Wealth Management | 2.582 | 220 | ||||||
| 2025-11-14 | 13F/A | Skopos Labs, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 656 | 43 | ||||||
| 2025-11-14 | 13F | Frederick Financial Consultants, LLC | 14.277 | 15,93 | 1.092 | 35,36 | ||||
| 2025-11-10 | 13F | EverSource Wealth Advisors, LLC | 564 | 34,61 | 43 | 59,26 | ||||
| 2026-01-15 | 13F | Hofer & Associates. Inc | 2.489 | 212 | ||||||
| 2025-11-04 | 13F | Meridian Wealth Management, LLC | 10.728 | 820 | ||||||
| 2025-10-27 | 13F | Quent Capital, LLC | 164.228 | 11,65 | 12.555 | 30,28 | ||||
| 2026-01-23 | 13F | S. R. Schill & Associates | 17.600 | 1,62 | 1.503 | 13,44 | ||||
| 2025-10-23 | 13F | CX Institutional | 17.411 | 0,00 | 1 | 0,00 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 4 | 0 | ||||||
| 2025-11-12 | 13F | BlackRock, Inc. | 10.670 | -4,58 | 816 | 11,34 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 32.152 | 2 | ||||||
| 2025-11-14 | 13F | Ancora Advisors, LLC | 10.254 | 24,76 | 784 | 45,54 | ||||
| 2025-10-23 | 13F | Caldwell Trust Co | 16.871 | -37,63 | 1.290 | -27,26 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 126.691 | 200,39 | 9.686 | 250,52 | ||||
| 2025-10-17 | 13F | Mattson Financial Services, LLC | 15.826 | 1,42 | 1.210 | 18,30 | ||||
| 2025-11-03 | 13F | Mirae Asset Global Investments Co., Ltd. | 247.700 | 11,98 | 18.937 | 30,66 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 13.123 | 18,85 | 1.120 | 32,70 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 55 | 0,00 | 5 | 0,00 | ||||
| 2025-11-13 | 13F | Wealth Watch Advisors, INC | 69 | 5 | ||||||
| 2025-10-28 | 13F | Sterling Investment Advisors, Ltd. | 136.425 | -0,23 | 10.430 | 16,41 | ||||
| 2025-10-27 | 13F | Exencial Wealth Advisors, Llc | 3.279 | 251 | ||||||
| 2025-10-31 | 13F | Fortis Capital Advisors, LLC | 6.178 | 472 | ||||||
| 2025-11-17 | 13F | Gould Capital, LLC | 516 | 377,78 | 39 | 457,14 | ||||
| 2025-10-23 | 13F | Vermillion Wealth Management, Inc. | 4.942 | 0,00 | 378 | 16,72 | ||||
| 2025-10-22 | 13F | Foronjy Financial Llc | 14.899 | 1.139 | ||||||
| 2025-10-23 | 13F | Joseph Group Capital Management | 59.195 | -2,01 | 4.525 | 14,33 | ||||
| 2025-10-31 | 13F | Cabot Wealth Management Inc | 72.196 | 3,19 | 5.519 | 20,40 | ||||
| 2025-10-31 | 13F | Resona Asset Management Co.,Ltd. | 1.739.000 | 34,26 | 131.851 | 57,17 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Charles Schwab Investment Management Inc | 1.390.614 | 3,10 | 106.312 | 20,30 | ||||
| 2025-11-14 | 13F | Prosperity Consulting Group, LLC | 24.766 | -0,75 | 1.893 | 15,85 | ||||
| 2025-10-20 | 13F | Wells Financial Advisors INC | 200 | 15 | ||||||
| 2025-11-07 | 13F | Advisors Capital Management, LLC | 7.282 | -4,13 | 557 | 11,87 | ||||
| 2025-11-14 | 13F | Integrated Wealth Concepts LLC | 14.339 | 27,57 | 1.096 | 48,91 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Emergent Wealth Advisors, LLC | 5.439 | 15,65 | 464 | 29,25 | ||||
| 2025-11-07 | 13F | Berkshire Asset Management Llc/pa | 3.018 | 231 | ||||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 691 | 59 | ||||||
| 2025-10-30 | 13F | Millstone Evans Group, LLC | 2.677 | 205 | ||||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 4.374 | -45,94 | 373 | -39,64 | ||||
| 2025-11-12 | 13F | Element Pointe Advisors, Llc | 88.709 | 6.782 | ||||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 20 | 2 | ||||||
| 2025-11-14 | 13F | Advisor Group Holdings, Inc. | 2.007.616 | 466,12 | 147.317 | 534,06 | ||||
| 2025-11-12 | 13F | Catalyst Capital Advisors LLC | 63.400 | -4,66 | 4.847 | 11,22 | ||||
| 2025-10-29 | 13F | Family Wealth Group, LLC | 4.529 | 346 | ||||||
| 2025-11-13 | 13F | Hsbc Holdings Plc | 11.033 | -50,06 | 843 | -41,74 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 9.820 | 838 | ||||||
| 2025-11-05 | 13F | Bank of Marin | 12.080 | 9,58 | 924 | 27,84 | ||||
| 2025-10-30 | 13F | Seven Post Investment Office LP | 68.825 | 0,00 | 5.262 | 16,68 | ||||
| 2025-10-31 | 13F | Heritage Investment Group, Inc. | 2.929 | 224 | ||||||
| 2025-11-12 | 13F | WASHINGTON TRUST Co | 5.073 | -25,65 | 388 | -13,42 | ||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 387 | 33 | ||||||
| 2025-11-18 | 13F | Vertex Planning Partners, LLC | 44.138 | 88,94 | 3.374 | 120,52 | ||||
| 2026-01-23 | 13F | Milestones Private Investment Advisors LLC | 36.806 | 1,78 | 3.142 | 13,68 | ||||
| 2025-11-13 | 13F | UBS Group AG | 3.315.804 | 8,48 | 253.493 | 26,57 | ||||
| 2025-11-07 | 13F | Cassaday & Co Wealth Management LLC | 3.407.765 | 0,04 | 260.524 | 16,73 | ||||
| 2025-11-14 | 13F | Nepc Llc | 614.865 | -11,22 | 47.006 | 3,59 | ||||
| 2025-10-27 | 13F | Global Wealth Management Investment Advisory, Inc. | 46.394 | 4,74 | 3.547 | 22,19 | ||||
| 2025-11-14 | 13F | National Bank Of Canada /fi/ | 235 | -93,16 | 18 | -92,41 | ||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 60.115 | 0,39 | 5.132 | 12,13 | ||||
| 2025-11-14 | 13F | Morgan Stanley | 8.618.409 | 8,73 | 658.877 | 26,86 | ||||
| 2026-01-16 | 13F | Oregon Pacific Wealth Management, LLC | 3.776 | -38,55 | 322 | -31,34 | ||||
| 2025-11-07 | 13F | Glenview Trust Co | 84.100 | 1,04 | 6.429 | 17,90 | ||||
| 2025-11-10 | 13F | Zhang Financial LLC | 104.513 | -0,36 | 7.990 | 16,27 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | Acorn Wealth Advisors, LLC | 11.135 | -16,40 | 851 | -2,41 | ||||
| 2025-11-05 | 13F | RMR Wealth Builders | 6.616 | 506 | ||||||
| 2025-10-29 | 13F | Verdence Capital Advisors LLC | 4.450 | -24,02 | 351 | -8,36 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 6.340 | -9,80 | 486 | 5,65 | ||||
| 2025-10-30 | 13F | Mitchell Mcleod Pugh & Williams Inc | 12.777 | -10,82 | 1.002 | 6,72 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 447.394 | -3,51 | 38.194 | 7,75 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 25.825 | 82,19 | 1.974 | 112,72 | ||||
| 2025-11-12 | 13F | Perennial Investment Advisors, LLC | 23.740 | 11,89 | 1.815 | 30,50 | ||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 50.347 | -2,16 | 3.849 | 14,18 | ||||
| 2025-11-06 | 13F | Costello Asset Management, INC | 304 | 0,00 | 23 | 21,05 | ||||
| 2026-01-22 | 13F | City Holding Co | 270 | 23 | ||||||
| 2026-01-13 | 13F | Matrix Trust Co | 14.558 | -62,51 | 1 | -50,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 557.735 | 72,82 | 47.614 | 92,98 | ||||
| 2025-10-27 | 13F | ZEGA Investments, LLC | 21.609 | 1.652 | ||||||
| 2025-11-07 | 13F | Synovus Financial Corp | 139.845 | 3,82 | 10.691 | 21,14 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 127.759 | -31,95 | 8.371 | -27,96 | ||||
| 2025-11-13 | 13F | Parallel Advisors, LLC | 14.097 | 28,94 | 1.078 | 50,42 | ||||
| 2025-10-21 | 13F | Salomon & Ludwin, LLC | 2.572 | -1,72 | 198 | 13,87 | ||||
| 2025-11-12 | 13F | Interchange Capital Partners, LLC | 12.063 | 156,33 | 922 | 199,35 | ||||
| 2025-10-27 | 13F | N.E.W. Advisory Services LLC | 3.232 | -25,68 | 247 | -13,03 | ||||
| 2025-11-12 | 13F | Integrated Advisors Network LLC | 70.188 | 5,71 | 5.366 | 23,33 | ||||
| 2025-10-21 | 13F | PDS Planning, Inc | 28.260 | 4,94 | 2.160 | 22,45 | ||||
| 2025-11-14 | 13F | Wealthspire Advisors, LLC | 10.330 | 24,97 | 790 | 45,84 | ||||
| 2025-11-06 | 13F | AlTi Global, Inc. | 4.518 | 0,00 | 345 | 16,55 | ||||
| 2025-11-14 | 13F | Maripau Wealth Management Llc | 4.465 | 341 | ||||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 8.295 | -74,69 | 634 | -70,47 | ||||
| 2025-11-14 | 13F | Strategic Financial Services, Inc, | 1.397.914 | 0,59 | 106.871 | 17,37 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 13.617 | 0,00 | 892 | 5,94 | ||||
| 2025-10-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1.652.710 | 7,63 | 126.350 | 25,59 | ||||
| 2025-11-14 | 13F | Marex Group plc | 42.942 | 3.283 | ||||||
| 2025-10-30 | 13F | Accredited Investors Inc. | 3.965 | 303 | ||||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 209.138 | 0,84 | 17.854 | 12,62 | ||||
| 2025-11-14 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Plante Moran Financial Advisors, LLC | 449 | 0,00 | 34 | 17,24 | ||||
| 2025-11-19 | 13F | Penobscot Wealth Management | 57.767 | 7,08 | 4.416 | 24,96 | ||||
| 2025-11-07 | 13F | Wealth Alliance | 3.363 | 257 | ||||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 3.034 | 0,00 | 259 | 12,12 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 14.137 | -51,33 | 926 | -38,63 | ||||
| 2025-10-14 | 13F | Deane Retirement Strategies, Inc. | 335 | 126,35 | 26 | 177,78 | ||||
| 2026-01-08 | 13F | Firethorn Wealth Partners, Llc | 7.661 | -10,03 | 654 | 0,62 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 18.798 | 59,81 | 1.232 | 69,09 | ||||
| 2025-10-28 | 13F | Csenge Advisory Group | 7.565 | 46,75 | 578 | 72,02 | ||||
| 2025-11-04 | 13F | Penserra Capital Management LLC | 236.985 | 21,61 | 18 | 50,00 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 212.595 | 1,77 | 18.149 | 13,65 | ||||
| 2025-11-14 | 13F | Mercer Global Advisors Inc /adv | 55.414 | -2,66 | 4.236 | 13,57 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 2.919 | 0,00 | 249 | 11,66 | ||||
| 2025-11-20 | 13F/A | BRYN MAWR TRUST Co | 236 | 0,00 | 18 | 20,00 | ||||
| 2025-10-27 | 13F | Bogart Wealth, LLC | 83 | 167,74 | 6 | 200,00 | ||||
| 2026-01-21 | 13F | Kraematon Investment Advisors, Inc | 59.392 | -0,38 | 5.070 | 11,26 | ||||
| 2025-10-30 | 13F | Brandywine Oak Private Wealth Llc | 257.933 | -6,69 | 19.719 | 8,88 | ||||
| 2025-11-03 | 13F | AE Wealth Management LLC | 241.337 | 42,39 | 18.450 | 66,14 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 84.302 | 35,18 | 7.197 | 50,95 | ||||
| 2025-11-14 | 13F | Clark Capital Management Group, Inc. | 121.808 | 22,73 | 9.312 | 43,22 | ||||
| 2025-11-14 | 13F | Federation des caisses Desjardins du Quebec | 2.887 | -2,30 | 221 | 13,99 | ||||
| 2025-11-14 | 13F | Creative Planning | 44.576 | 2,42 | 3.408 | 19,50 | ||||
| 2025-11-12 | 13F | Greenwich Wealth Management LLC | 3.419 | 0 | ||||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 41.655 | -13,76 | 2.718 | -0,48 | ||||
| 2025-11-04 | 13F | A4 Wealth Advisors LLC | 17.212 | 1.316 | ||||||
| 2025-11-04 | 13F | Abound Financial, Llc | 105.603 | -11,05 | 8.073 | 3,79 | ||||
| 2025-11-03 | 13F | Aspetuck Financial Management LLC | 28.133 | -0,28 | 2.151 | 16,34 | ||||
| 2025-10-20 | 13F | Continuum Advisory, LLC | 17.139 | -5,54 | 1.310 | 10,27 | ||||
| 2025-10-14 | 13F | Welch Group, LLC | 15.311 | 1.171 | ||||||
| 2025-11-03 | 13F | Belpointe Asset Management LLC | 12.249 | 102,73 | 936 | 136,96 | ||||
| 2026-01-13 | 13F | Norden Group Llc | 9.030 | -58,52 | 771 | -53,73 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 23.242 | 17,31 | 1.523 | 24,14 | ||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Resurgent Financial Advisors LLC | 3.677 | 281 | ||||||
| 2025-11-14 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 3.000 | 227 | ||||||
| 2025-11-10 | 13F | Novem Group | 3.515 | 4,43 | 269 | 21,82 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 4.698 | 2,09 | 401 | 14,25 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 3.350 | 286 | ||||||
| 2025-11-12 | 13F | Legacy Wealth Managment, LLC/ID | 16 | 1 | ||||||
| 2025-11-13 | 13F | Nemes Rush Group LLC | 25 | 0,00 | 2 | 0,00 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 3.495 | -56,49 | 267 | -49,24 | ||||
| 2025-10-27 | 13F | Q3 Asset Management | 19.837 | -4,88 | 2 | 0,00 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 60 | 0,00 | 5 | 25,00 | ||||
| 2025-11-03 | 13F | Private Wealth Asset Management, LLC | 1.400 | 0,00 | 107 | 17,58 | ||||
| 2025-11-14 | 13F | Evergreen Quality Fund GP, Ltd. | 2.212.715 | 45,54 | 169.162 | 69,82 | ||||
| 2025-11-07 | 13F | Coco Enterprises, LLC | 236.351 | -0,14 | 18.110 | 16,79 | ||||
| 2025-08-27 | NP | CAXAX - Catalyst/MAP Global Equity Fund Class A | 58.000 | -3,33 | 3.800 | 2,34 | ||||
| 2025-10-16 | 13F | Syntegra Private Wealth Group, LLC | 2.829 | 216 | ||||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 26.193 | 89,04 | 2.236 | 111,14 | ||||
| 2025-10-23 | 13F | ShoreHaven Wealth Partners, LLC | 5.450 | 0,00 | 417 | 16,53 | ||||
| 2025-11-12 | 13F | Nomura Asset Management Co Ltd | 53.400 | 57,52 | 4.082 | 83,79 | ||||
| 2025-11-10 | 13F | Choate Investment Advisors | 26.425 | 1,72 | 2.020 | 18,68 | ||||
| 2025-11-03 | 13F | Bank of New York Mellon Corp | 820.784 | -18,13 | 62.749 | -4,47 | ||||
| 2025-11-14 | 13F | IHT Wealth Management, LLC | 157.768 | 452,85 | 12.116 | 548,21 | ||||
| 2025-11-13 | 13F | Plum Street Advisors, LLC | 141.493 | 10.817 | ||||||
| 2025-10-31 | 13F | CFS Investment Advisory Services, LLC | 167.678 | 39,34 | 13.620 | 194.471,43 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 10.576 | 903 | ||||||
| 2025-10-22 | 13F | Geneos Wealth Management Inc. | 1.311 | -83,58 | 100 | -80,88 | ||||
| 2025-12-02 | 13F | Allworth Financial LP | 25.508 | -0,58 | 1.950 | 16,07 | ||||
| 2025-10-27 | 13F | Clarity Asset Management, Inc. | 45 | 0,00 | 3 | 50,00 | ||||
| 2025-11-14 | 13F | Fullerton Fund Management Co Ltd | 554.153 | -21,32 | 42.365 | -8,20 | ||||
| 2025-11-14 | 13F | Aqr Capital Management Llc | 66.025 | 155,31 | 5.048 | 197,93 | ||||
| 2026-01-26 | 13F | Austin Wealth Management, LLC | 286.479 | 3,51 | 25.376 | 12,92 | ||||
| 2025-11-06 | 13F | Western Wealth Management, LLC | 24.531 | 23,32 | 1.875 | 43,90 | ||||
| 2026-01-12 | 13F | Heritage Family Offices, LLP | 4.009 | 342 | ||||||
| 2025-11-06 | 13F | Prospera Financial Services Inc | 3.613 | 0,00 | 276 | 16,95 | ||||
| 2025-11-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | DiMeo Schneider & Associates, L.L.C. | 96.619 | 0,00 | 7.387 | 16,68 | ||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 3.447 | 264 | ||||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Johnson Financial Group, Inc. | 12.674 | 0,00 | 969 | 16,63 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 4.486 | -61,56 | 400 | -55,16 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 8.340 | 67,13 | 712 | 118,10 | ||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 20.936 | 3,82 | 1.787 | 15,96 | ||||
| 2025-11-12 | 13F | Integrity Advisory Solutions, LLC | 4.159 | 318 | ||||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 2.895 | 248 | ||||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 512.932 | -0,75 | 43.789 | 10,83 | ||||
| 2025-11-06 | 13F | Lynx Investment Advisory | 69.428 | 5,07 | 5.308 | 22,59 | ||||
| 2025-11-14 | 13F | Semper Augustus Investments Group Llc | 19.864 | 16,84 | 1.519 | 36,39 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 105 | 8 | ||||||
| 2025-11-07 | 13F | Main Street Group, LTD | 227 | 0,00 | 17 | 21,43 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | GPS Wealth Strategies Group, LLC | 1.350 | 0,00 | 103 | 17,05 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93.354 | -10,84 | 7.970 | -0,44 | ||||
| 2025-11-18 | 13F | Copley Financial Group, Inc. | 108.563 | -8,41 | 8.300 | 6,86 | ||||
| 2025-10-28 | 13F | Oversea-Chinese Banking CORP Ltd | 466.647 | -0,31 | 35.675 | 16,32 | ||||
| 2025-11-03 | 13F | Valeo Financial Advisors, LLC | 4.034 | 0,00 | 308 | 16,67 | ||||
| 2025-11-13 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-04 | 13F | Principal Financial Group Inc | 2.539.966 | -20,05 | 194.180 | -6,71 | ||||
| 2026-01-22 | 13F | Upper Left Wealth Management, LLC | 74.215 | -5,83 | 6.336 | 5,15 | ||||
| 2026-01-21 | 13F | Portside Wealth Group, LLC | 46.484 | -52,50 | 3.968 | -46,96 | ||||
| 2025-11-05 | 13F | Savant Capital, LLC | 6.934 | 47,19 | 530 | 72,08 | ||||
| 2025-11-14 | 13F | Equitable Holdings, Inc. | 735.355 | 14,27 | 56.218 | 33,34 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 172.716 | 8,88 | 14.745 | 21,58 | ||||
| 2025-11-04 | 13F | Heritage Investors Management Corp | 5.760 | 0,00 | 0 | |||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 0 | 0 | ||||||
| 2025-11-13 | 13F | Groupe la Francaise | 300 | 0,00 | 19 | 0,00 | ||||
| 2026-01-21 | 13F | FRG Family Wealth Advisors LLC | 15.655 | 1.336 | ||||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 23 | 0,00 | 2 | 0,00 | ||||
| 2025-10-22 | 13F | Financial Perspectives, Inc | 217 | 0,00 | 17 | 14,29 | ||||
| 2025-11-13 | 13F | Hobbs Group Advisors, LLC | 53.171 | -7,17 | 4.065 | 8,32 | ||||
| 2025-11-12 | 13F | Harbour Investments, Inc. | 57.731 | 5,95 | 4.414 | 23,61 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Redwood Park Advisors LLC | 5 | 0,00 | 0 | |||||
| 2026-01-23 | 13F | Financial Enhancement Group LLC | 64.549 | -33,17 | 6.167 | -20,27 | ||||
| 2025-11-12 | 13F | One Charles Private Wealth Services, LLC | 25.856 | 2,16 | 1.977 | 19,18 | ||||
| 2025-10-15 | 13F | Financial Management Professionals, Inc. | 595 | 0,00 | 45 | 18,42 | ||||
| 2025-10-29 | 13F | Beacon Financial Advisory LLC | 8.478 | 42,78 | 648 | 66,58 | ||||
| 2025-11-17 | 13F | American Trust | 55.800 | 4.266 | ||||||
| 2025-11-20 | 13F | Centaurus Financial, Inc. | 5.102 | -1,60 | 0 | |||||
| 2025-11-14 | 13F | High Falls Advisors, Inc | 6.601 | 505 | ||||||
| 2025-11-14 | 13F/A | Clear Harbor Asset Management, LLC | 37.447 | 2.863 | ||||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Capstone Financial Advisors, Inc. | 5.467 | 9,52 | 418 | 27,52 | ||||
| 2025-10-31 | 13F | Barrett & Company, Inc. | 1.020 | 0,00 | 78 | 16,67 | ||||
| 2025-11-06 | 13F | Beckerman Institutional, LLC | 63.111 | -1,25 | 4.825 | 120.500,00 | ||||
| 2025-11-07 | 13F | Collaborative Wealth Managment Inc. | 25.652 | 60,30 | 1.961 | 87,12 | ||||
| 2025-11-07 | 13F | Florida Financial Advisors, Llc | 6.613 | 3,34 | 506 | 20,53 | ||||
| 2025-11-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 28.968 | 0,34 | 2.473 | 12,01 | ||||
| 2025-11-13 | 13F | Tradition Wealth Management, LLC | 25.910 | 45,25 | 1.981 | 69,52 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 5.035 | -0,28 | 430 | 11,43 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Clifford Group, LLC | 4.498 | 344 | ||||||
| 2025-10-28 | 13F | American Capital Advisory, LLC | 44 | 0,00 | 3 | 50,00 | ||||
| 2025-11-14 | 13F | Daiwa Securities Group Inc. | 1.948 | 0 | ||||||
| 2026-01-23 | 13F | Brown Miller Wealth Management, LLC | 25.753 | 5,27 | 2.199 | 17,54 | ||||
| 2025-10-29 | 13F | WPG Advisers, LLC | 773 | 70,64 | 59 | 103,45 | ||||
| 2025-11-14 | 13F | Redwood Investment Management, Llc | 10.344 | 12,20 | 1 | |||||
| 2025-11-07 | 13F | Shepherd Financial Partners LLC | 8.711 | 666 | ||||||
| 2025-11-13 | 13F | Bank Of Montreal /can/ | 3.303 | 4,13 | 253 | 22,93 | ||||
| 2026-01-15 | 13F | Refined Wealth Management | 3.072 | 0,00 | 262 | 11,97 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 8.162 | 0,00 | 697 | 11,72 | ||||
| 2025-10-27 | 13F | Birch Capital Management, LLC | 2.740 | 0,00 | 209 | 16,76 | ||||
| 2025-11-04 | 13F | Independent Advisor Alliance | 3.058 | 0,00 | 234 | 16,50 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 145.146 | -0,29 | 12 | 9,09 | ||||
| 2025-11-07 | 13F | Oceanside Advisors LLC | 6.388 | -1,60 | 488 | 14,82 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 3.956 | -4,21 | 338 | 6,98 | ||||
| 2025-11-14 | 13F | Capitolis Liquid Global Markets LLC | 720.600 | 1,92 | 55.090 | 18,93 | ||||
| 2025-10-21 | 13F | Global Retirement Partners, LLC | 47.412 | 14,43 | 3.625 | 33,53 | ||||
| 2025-10-14 | 13F | Able Wealth Management LLC | 4.702 | 13,41 | 360 | 32,47 | ||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 4.197 | 3,76 | 358 | 15,86 | ||||
| 2025-11-04 | 13F | Atlantic Union Bankshares Corp | 952 | 101,27 | 73 | 140,00 | ||||
| 2025-10-22 | 13F | Cerity Partners LLC | 1.203.258 | 12,85 | 91.996 | 31,68 | ||||
| 2025-11-06 | 13F | Magnolia Private Wealth, LLC | 48.665 | 83,91 | 2.193 | 26,49 | ||||
| 2025-11-04 | 13F | Access Investment Management LLC | 4.600 | 0,00 | 352 | 16,61 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Smartleaf Asset Management LLC | 12.552 | 98,17 | 952 | 131,95 | ||||
| 2025-11-10 | 13F | Stonebrook Private Inc. | 3.319 | 7,97 | 254 | 25,87 | ||||
| 2025-10-22 | 13F | NDVR, Inc. | 62.736 | 0,00 | 4.796 | 16,69 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1.386 | 10,35 | 91 | 16,88 | ||||
| 2025-10-22 | 13F | Cardinal Strategic Wealth Guidance | 134.792 | 6,68 | 10.305 | 24,47 | ||||
| 2025-09-26 | NP | CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares | 7.060 | 0,00 | 460 | -0,22 | ||||
| 2026-01-08 | 13F | Asempa Wealth Advisors | 3.767 | 322 | ||||||
| 2026-01-06 | 13F | JBR Co Financial Management Inc | 11.190 | 955 | ||||||
| 2025-11-13 | 13F | PFG Advisors | 96.120 | -11,66 | 7.348 | 3,09 | ||||
| 2025-10-16 | 13F | Richards, Merrill & Peterson, Inc. | 3.900 | 0,00 | 298 | 16,86 | ||||
| 2025-10-29 | 13F | Arkadios Wealth Advisors | 8.348 | 87,38 | 638 | 119,24 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-25 | 13F | LWM Advisory Services, LLC | 161.495 | -37,70 | 12.346 | -27,31 | ||||
| 2025-11-13 | 13F | Quadrature Capital Ltd | 329.436 | -45,22 | 25.182 | -36,08 | ||||
| 2026-01-15 | 13F | Financial Planning Hawaii, Inc. | 32.980 | 2.816 | ||||||
| 2025-11-13 | 13F | Carret Asset Management, Llc | 21.609 | 0,00 | 1.652 | 16,75 | ||||
| 2025-11-12 | 13F | Requisite Capital Management, LLC | 6.139 | 0,00 | 469 | 16,67 | ||||
| 2026-01-14 | 13F | Pathway Financial Advisors LLC | 16.965 | 0,00 | 1.509 | 16,44 | ||||
| 2025-10-22 | 13F | Cedar Point Capital Partners, LLC | 81.014 | 0,81 | 6.194 | 17,63 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 7.780 | -10,77 | 664 | -0,30 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 4 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | M1 Capital Management LLC | 13.903 | 0,01 | 1.063 | 16,70 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 45.958 | 0,00 | 4.391 | 21,24 | ||||
| 2025-10-28 | 13F | Eagle Global Advisors Llc | 20.100 | 25,62 | 1.537 | 46,56 | ||||
| 2025-11-06 | 13F | Oppenheimer & Co Inc | 111.989 | 8.562 | ||||||
| 2025-11-12 | 13F | Huntington National Bank | 10 | 66,67 | ||||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 490.467 | 1,30 | 44.490 | 15,78 | ||||
| 2025-10-08 | 13F/A | New York State Common Retirement Fund | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Us Bancorp \de\ | 737.533 | 23,83 | 56.384 | 44,49 | ||||
| 2025-11-05 | 13F | HORAN Wealth, LLC | 8.772 | 671 | ||||||
| 2025-11-05 | 13F | Hantz Financial Services, Inc. | 100 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 353 | -18,66 | 30 | -9,09 | ||||
| 2025-11-07 | 13F | Axxcess Wealth Management, Llc | 7.868 | -14,31 | 602 | 0,00 | ||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 661.153 | -0,52 | 56.443 | 11,09 | ||||
| 2025-11-12 | 13F | JT Stratford LLC | 10.511 | 4,07 | 804 | 21,48 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 6.105 | 0,00 | 521 | 11,80 | ||||
| 2026-01-26 | 13F | Financial Guidance Group, Inc. | 81.256 | 6,60 | 6.937 | 19,03 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Hudson Oak Wealth Advisory LLC | 33.663 | 2.874 | ||||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 398.731 | 3,13 | 34.040 | 15,16 | ||||
| 2025-11-12 | 13F | Mosaic Family Wealth Partners, Llc | 4.407 | 1,29 | 334 | 17,19 | ||||
| 2025-10-30 | 13F | Parkside Financial Bank & Trust | 1.530 | -8,05 | 117 | 6,42 | ||||
| 2025-11-04 | 13F | Ashton Thomas Private Wealth, LLC | 36.703 | 29,15 | 2.806 | 50,64 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 10.044 | -3,86 | 768 | 12,13 | ||||
| 2025-10-17 | 13F | Warren Street Wealth Advisors, LLC | 198.129 | -18,53 | 15.147 | -4,94 | ||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 90.406 | 1,42 | 7.718 | 13,24 | ||||
| 2025-11-10 | 13F | Washington Trust Advisors, Inc. | 2.259 | 3,43 | 173 | 20,28 | ||||
| 2025-11-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 112.387 | 36,83 | 8.512 | 59,17 | ||||
| 2025-11-03 | 13F | Absolute Capital Management, LLC | 4.844 | -63,12 | 370 | -56,98 | ||||
| 2025-11-14 | 13F | Manufacturers Life Insurance Company, The | 554.924 | 0,19 | 42.424 | 16,90 | ||||
| 2025-11-10 | 13F | AMJ Financial Wealth Management | 105.484 | -3,59 | 8.064 | 12,50 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | MSH Capital Advisors LLC | 11.711 | 6,08 | 895 | 23,79 | ||||
| 2025-11-07 | 13F | Jacobi Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Archer Investment Corp | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Grove Bank & Trust | 100 | 0,00 | 9 | 14,29 | ||||
| 2026-01-12 | 13F | Hickory Point Bank & Trust | 4.685 | 17,12 | 400 | 30,82 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 5.101 | 2,10 | 390 | 18,96 | ||||
| 2025-11-14 | 13F | Scotia Capital Inc. | 58.298 | -3,05 | 4.457 | 13,13 | ||||
| 2025-10-23 | 13F | Evolution Wealth Management Inc. | 490 | 55,06 | 37 | 85,00 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 7.176 | -5,96 | 470 | -0,42 | ||||
| 2025-11-07 | 13F | Alpha Financial Partners, LLC | 8.695 | 23,51 | 665 | 44,03 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 98 | 0,00 | 7 | 40,00 | ||||
| 2025-11-04 | 13F | Cornerstone Planning Group LLC | 2.855 | 1.057 | ||||||
| 2025-11-14 | 13F | Alliancebernstein L.p. | 56.220 | 4.298 | ||||||
| 2025-11-13 | 13F | Mizuho Bank, Ltd. | 1.802.000 | 137.763 | ||||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 13.129 | -20,62 | 1.004 | -7,39 | ||||
| 2025-11-14 | 13F | Transamerica Financial Advisors, Inc. | 97.126 | 5,58 | 7.425 | 23,20 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 148 | 0,00 | 13 | 9,09 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 5.602 | 9,61 | 511 | 26,87 | ||||
| 2025-10-31 | 13F | Certior Financial Group, Llc | 78.772 | 19,84 | 6.022 | 39,85 | ||||
| 2025-11-12 | 13F | Hutchinson Capital Management/ca | 25.437 | 0,00 | 1.945 | 16,69 | ||||
| 2025-11-12 | 13F | Diversify Wealth Management, Llc | 6.731 | -14,64 | 534 | 2,30 | ||||
| 2025-10-10 | 13F | Mills Wealth Advisors LLC | 41.402 | 0,74 | 3.165 | 17,57 | ||||
| 2025-11-13 | 13F | Beaird Harris Wealth Management, LLC | 662 | 0,00 | 51 | 16,28 | ||||
| 2025-11-13 | 13F | Eldridge Investment Advisors, Inc. | 5.382 | 11,85 | 411 | 30,48 | ||||
| 2025-11-14 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | B.O.S.S. Retirement Advisors, LLC | 6.115 | -62,29 | 467 | -21,38 | ||||
| 2025-10-08 | 13F | Patriot Financial Group Insurance Agency, LLC | 12.713 | 48,93 | 972 | 73,70 | ||||
| 2026-01-16 | 13F | Formidable Asset Management, LLC | 13.956 | -26,21 | 1.067 | -13,96 | ||||
| 2026-01-15 | 13F | Range Financial Group LLC | 5.345 | 94,72 | 456 | 118,18 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 5.560 | -6,63 | 541 | 16,34 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Pecaut & Co. | 20.963 | 5,09 | 1.603 | 22,66 | ||||
| 2025-11-10 | 13F | Tableaux Llc | 8.060 | -45,06 | 616 | -35,90 | ||||
| 2026-01-21 | 13F | Stapp Wealth Management, Pllc | 86.468 | -1,57 | 7.382 | 9,92 | ||||
| 2025-11-14 | 13F | United Capital Financial Advisers, Llc | 2.769 | 212 | ||||||
| 2025-11-14 | 13F | Hollow Brook Wealth Management LLC | 1.248.201 | 3,14 | 95.425 | 20,34 | ||||
| 2025-10-31 | 13F | Whittier Trust Co Of Nevada Inc | 25.500 | 0,00 | 1.961 | 17,43 | ||||
| 2026-01-16 | 13F | Wealth Advisory Solutions, LLC | 132.589 | -2,37 | 11.319 | 9,03 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 3.027 | 258 | ||||||
| 2026-01-22 | 13F | Bfsg, Llc | 1.877 | 0,00 | 160 | 11,89 | ||||
| 2025-11-03 | 13F | ArborFi Advisors, LLC | 8.299 | 634 | ||||||
| 2025-11-10 | 13F | Colonial Trust Co / SC | 659 | -0,15 | 50 | 16,28 | ||||
| 2026-01-12 | 13F | Peak Financial Advisors Llc | 200.788 | -19,47 | 17.141 | -10,07 | ||||
| 2025-10-28 | 13F | Lodestar Private Asset Management Llc | 90.591 | 8,92 | 6.926 | 27,09 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 202.090 | -0,90 | 17.252 | 10,67 | ||||
| 2025-08-25 | NP | EIPCX - Parametric Commodity Strategy Fund Institutional Class | 1.327.000 | -15,85 | 86.945 | -10,92 | ||||
| 2025-11-26 | 13F/A | Jpmorgan Chase & Co | 1.514.666 | 23,18 | 115.796 | 43,73 | ||||
| 2025-10-28 | 13F | JNBA Financial Advisors | 80.364 | -10,64 | 6.144 | 4,26 | ||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 5.910 | 0,00 | 505 | 11,75 | ||||
| 2025-11-10 | 13F | Alaska Permanent Fund Corp | 171.000 | 0,00 | 13.541 | 21,55 | ||||
| 2025-10-17 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 7.406 | 24,12 | 632 | 38,60 | ||||
| 2025-11-04 | 13F | Mutual Advisors, LLC | 38.928 | 135,96 | 3.172 | 191,01 | ||||
| 2026-01-21 | 13F | Bluesphere Advisors, LLC | 2.546 | 217 | ||||||
| 2025-11-10 | 13F | Fortis Advisors, LLC | 67.611 | -16,41 | 5.169 | -2,47 | ||||
| 2026-01-21 | 13F | MBE Wealth Management, LLC | 6.120 | -9,60 | 522 | 0,97 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 183.346 | 2,28 | 15.652 | 14,21 | ||||
| 2025-11-18 | 13F | Advisory Services Network, LLC | 63.927 | 16,71 | 4.887 | 36,97 | ||||
| 2025-10-22 | 13F | Almanack Investment Partners, LLC. | 6.135 | -0,90 | 469 | 15,80 | ||||
| 2025-11-04 | 13F | UMA Financial Services, Inc. | 96.407 | 62,56 | 7.370 | 89,70 | ||||
| 2025-10-24 | 13F | Clearview Wealth Advisors LLC | 7.542 | 7,45 | 577 | 25,49 | ||||
| 2025-11-13 | 13F | Tennessee Valley Asset Management Partners | 47.507 | 1,11 | 3.632 | 17,97 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 635.706 | 17,40 | 54.270 | 31,11 | ||||
| 2025-11-17 | 13F | Greenline Partners, LLC | 736.637 | -16,55 | 56.316 | -2,63 | ||||
| 2025-11-12 | 13F | Advisory Alpha, LLC | 15.578 | 1.193 | ||||||
| 2025-10-20 | 13F | Bravias Capital Group, LLC | 21.713 | 35,81 | 1.660 | 58,45 | ||||
| 2025-11-12 | 13F | IFG Advisory, LLC | 22.538 | 24,33 | 1.723 | 45,16 | ||||
| 2025-12-23 | 13F/A | Triumph Capital Management | 10.641 | 2,56 | 814 | 19,73 | ||||
| 2025-11-14 | 13F | Green Harvest Asset Management LLC | 22.502 | 2,97 | 1.720 | 20,20 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 102.022 | -3,19 | 8.710 | 8,11 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 272.701 | -3,52 | 24.259 | 8,89 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 343 | 174,40 | 10 | 12,50 | ||||
| 2026-01-20 | 13F | BKA Wealth Consulting, Inc. | 4.931 | 0,61 | 421 | 12,30 | ||||
| 2025-10-30 | 13F | Covestor Ltd | 17 | -15,00 | 0 | |||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 3.841 | 252 | ||||||
| 2025-11-10 | 13F | Sigma Planning Corp | 10.272 | -9,51 | 785 | 5,65 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 4.465 | -11,74 | 341 | 3,02 | ||||
| 2025-11-14 | 13F | Evoke Wealth, Llc | 7.251.662 | 3,15 | 554.390 | 20,36 | ||||
| 2025-11-14 | 13F | Evercore Wealth Management, LLC | 251.757 | 132,17 | 19.247 | 170,92 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Bouchey Financial Group Ltd | 3.146 | 0,00 | 269 | 11,67 | ||||
| 2025-10-28 | 13F | Confluence Wealth Services, Inc. | 2.714 | 207 | ||||||
| 2025-11-13 | 13F | SNS Financial Group, LLC | 437.944 | -2,41 | 33.481 | 13,87 | ||||
| 2025-11-06 | 13F | Atria Investments Llc | 55.857 | -25,75 | 4.270 | -13,37 | ||||
| 2025-11-14 | 13F | SRS Capital Advisors, Inc. | 1.710 | 695,35 | 131 | 828,57 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 8.106 | 4,04 | 692 | 16,30 | ||||
| 2025-11-12 | 13F | Mason Investment Advisory Services, Inc. | 2.774 | 212 | ||||||
| 2025-11-06 | 13F | Wedbush Securities Inc | 8.971 | 101,96 | 1 | |||||
| 2025-11-07 | 13F | Balentine LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-29 | 13F | Middleton & Co Inc/ma | 9.151 | 0,00 | 700 | 16,69 | ||||
| 2025-11-13 | 13F | Cambridge Associates Llc /ma/ /adv | 30.631 | 0,00 | 2.342 | 16,70 | ||||
| 2026-01-23 | 13F | Timber Creek Capital Management LLC | 217.761 | -2,85 | 18.590 | 8,49 | ||||
| 2025-11-10 | 13F | Citigroup Inc | 90 | 190,32 | 7 | 200,00 | ||||
| 2025-11-13 | 13F | Fmr Llc | 10.975 | 15,33 | 839 | 34,67 | ||||
| 2025-08-15 | 13F | E Fund Management Co., Ltd. | 360.915 | 488,10 | 23.647 | 522,62 | ||||
| 2025-10-27 | 13F | Td Private Client Wealth Llc | 0 | 0 | ||||||
| 2025-08-26 | NP | RPAR - RPAR Risk Parity ETF | 762.170 | -20,28 | 49.937 | -15,61 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 36 | 3 | ||||||
| 2025-11-12 | 13F | Empirical Asset Management, LLC | 3.520 | 269 | ||||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 3.734 | 0,00 | 319 | 11,58 | ||||
| 2025-11-13 | 13F | Spectrum Planning & Advisory Services Inc. | 6.293 | 2,54 | 481 | 19,65 | ||||
| 2025-08-21 | NP | INIVX - International Investors Gold Fund Class A | 608.000 | 0,00 | 39.836 | 5,87 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 20 | 2 | ||||||
| 2026-01-20 | 13F | Aspiriant, Llc | 3.837 | 328 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | Rosenberg Matthew Hamilton | 2.162 | 0,00 | 185 | 11,52 | ||||
| 2025-10-31 | 13F | Cullen/frost Bankers, Inc. | 13.940 | 21,42 | 1.066 | 41,62 | ||||
| 2025-11-03 | 13F | Investor's Fiduciary Advisor Network, LLC | 5.895 | 48,68 | 0 | |||||
| 2025-11-12 | 13F | Aptus Capital Advisors, LLC | 78.374 | 2,24 | 5.992 | 19,30 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 50.382 | 20,99 | 3.301 | 28,09 | ||||
| 2025-11-12 | 13F | Caitlin John, LLC | 19.579 | 0,91 | 1.497 | 17,70 | ||||
| 2025-11-12 | 13F | Managed Asset Portfolios, Llc | 107.016 | -1,21 | 8.181 | 15,27 | ||||
| 2025-11-14 | 13F | CI Private Wealth, LLC | 341.919 | 8,34 | 26.140 | 26,42 | ||||
| 2025-11-13 | 13F | Guggenheim Capital Llc | 24.416 | 0,00 | 1.867 | 16,76 | ||||
| 2026-01-20 | 13F | FLP Wealth Management, LLC | 6.061 | 209 | ||||||
| 2026-01-09 | 13F | Tactive Advisors, LLC | 6.972 | -7,95 | 595 | 2,76 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 7.614 | -3,61 | 650 | 7,79 | ||||
| 2025-11-14 | 13F | Summit Wealth Group Llc / Co | 22.316 | 818 | ||||||
| 2026-01-16 | 13F | Standard Life Aberdeen plc | 6.561 | 560 | ||||||
| 2026-01-13 | 13F | Fort Washington Investment Advisors Inc /oh/ | 13.444 | 119,67 | 1.148 | 145,61 | ||||
| 2025-11-13 | 13F | Franklin Resources Inc | 52.083 | 10,17 | 3.982 | 28,54 | ||||
| 2025-11-12 | 13F | Blackston Financial Advisory Group, LLC | 2.753 | -42,93 | 210 | -33,54 | ||||
| 2025-11-14 | 13F | Stansberry Asset Management, Llc | 60.399 | 12,14 | 4.618 | 30,87 | ||||
| 2025-11-14 | 13F | Cohen & Steers, Inc. | 1.008.438 | -4,63 | 77 | 11,59 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 199 | 0,00 | 17 | 6,67 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 30.282 | -9,07 | 2.760 | 4,07 | ||||
| 2025-10-29 | 13F | McAdam, LLC | 5.584 | 1,32 | 427 | 18,01 | ||||
| 2026-01-23 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | American Investment Services, Inc. | 563.355 | -2,21 | 43.068 | 14,11 | ||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 9.445 | -2,86 | 722 | 13,34 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 49 | 0,00 | 0 | |||||
| 2025-10-24 | 13F | Vantage Point Financial LLC | 26.746 | 18,99 | 2.045 | 38,86 | ||||
| 2025-11-07 | 13F | Rothschild Investment Llc | 825 | 0,00 | 63 | 16,67 | ||||
| 2025-10-29 | 13F | Alesco Advisors Llc | 8.470 | 0,00 | 648 | 16,79 | ||||
| 2025-11-13 | 13F | Sei Investments Co | 1.299.889 | 10,03 | 99.380 | 28,38 | ||||
| 2025-11-12 | 13F | IAG Wealth Partners, LLC | 582 | -5,67 | 44 | 10,00 | ||||
| 2025-10-29 | 13F | Intrua Financial, LLC | 7.281 | 0,05 | 557 | 16,81 | ||||
| 2026-01-05 | 13F | Confluence Investment Management Llc | 380.810 | -22,03 | 32.510 | -12,93 | ||||
| 2025-11-14 | 13F | StoneX Group Inc. | 117.442 | 8.978 | ||||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 450 | 0,00 | 38 | 11,76 | ||||
| 2026-01-22 | 13F | DeDora Capital, Inc. | 54.664 | 369,82 | 4.667 | 424,86 | ||||
| 2026-01-21 | 13F | 4wealth Advisors, Inc. | 9.573 | 3,07 | 817 | 15,07 | ||||
| 2025-10-24 | 13F | Atlantic Edge Private Wealth Management, LLC | 50 | 4 | ||||||
| 2025-11-06 | 13F | Centerpoint Advisors, LLC | 11 | 0 | ||||||
| 2025-11-10 | 13F | Advyzon Investment Management, LLC | 16.558 | -10,60 | 1.266 | 4,29 | ||||
| 2026-01-15 | 13F | Cassilly Financial Group LLC | 12.965 | 1.107 | ||||||
| 2025-11-03 | 13F | Financial Life Advisors | 76.294 | 4,83 | 5.833 | 22,32 | ||||
| 2026-01-23 | 13F | Wallace Advisory Group, LLC | 15.993 | -55,26 | 1.365 | -41,72 | ||||
| 2025-10-23 | 13F | Strategic Blueprint, LLC | 8.589 | 7,31 | 657 | 25,19 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Rockefeller Capital Management L.P. | 724.725 | 17,28 | 55.405 | 36,85 | ||||
| 2025-11-06 | 13F | Avid Wealth Partners LLC | 165.878 | 5,98 | 12.681 | 23,66 | ||||
| 2025-10-24 | 13F | Purus Wealth Management, LLC | 99.500 | 3,38 | 7.607 | 20,62 | ||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 39.992 | -81,20 | 3.057 | -78,07 | ||||
| 2025-10-14 | 13F | Apeiron RIA LLC | 24.665 | 25,01 | 1.980 | 53,25 | ||||
| 2025-11-04 | 13F | Peak Retirement Planning, Inc. | 7.852 | 87,67 | 600 | 118,98 | ||||
| 2025-11-13 | 13F | Baird Financial Group, Inc. | 359.488 | 2,70 | 27.483 | 19,83 | ||||
| 2025-11-14 | 13F | XTX Topco Ltd | 4.236 | 324 | ||||||
| 2025-11-05 | 13F | Eukles Asset Management | 3 | 0,00 | 0 | |||||
| 2025-11-10 | 13F | China Universal Asset Management Co., Ltd. | 189.200 | 0,00 | 14.464 | 16,68 | ||||
| 2025-11-13 | 13F | Empowered Funds, LLC | 14.726 | 1.126 | ||||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 561 | 0,00 | 43 | |||||
| 2026-01-08 | 13F | Gradient Investments LLC | 1.101.614 | 10,96 | 94.045 | 23,90 | ||||
| 2025-11-14 | 13F | Brown Advisory Inc | 16.541 | 0,00 | 1.265 | 16,71 | ||||
| 2025-11-12 | 13F | Modern Wealth Management, LLC | 7.379 | 13,79 | 564 | 33,02 | ||||
| 2025-08-21 | NP | VanEck VIP Trust - VanEck VIP Global Gold Fund Class S | 57.100 | 0,00 | 3.741 | 5,89 | ||||
| 2026-01-15 | 13F | Professional Financial Advisors, LLC | 3.305 | -0,30 | 282 | 11,46 | ||||
| 2026-01-12 | 13F | Lifelong Wealth Advisors, Inc. | 19.595 | 54,94 | 1.673 | 73,08 | ||||
| 2026-01-12 | 13F | Seacrest Wealth Management, Llc | 23.350 | -18,39 | 2.057 | -10,21 | ||||
| 2025-11-12 | 13F | Stifel Financial Corp | 1.843.134 | 5,25 | 140.908 | 22,81 | ||||
| 2025-11-14 | 13F | Great Valley Advisor Group, Inc. | 889.714 | 4,95 | 68.019 | 22,46 | ||||
| 2025-10-30 | 13F | Simplicity Wealth,LLC | 29.172 | 29,70 | 2.230 | 51,39 | ||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 34.155 | 11,15 | 2.611 | 29,71 | ||||
| 2025-10-17 | 13F | Encompass More Asset Management | 193.020 | -9,97 | 14.756 | 5,05 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 14.655 | -0,43 | 1.259 | 11,82 | ||||
| 2025-11-14 | 13F | Integrity Alliance, Llc. | 59.248 | 18,45 | 4.530 | 38,21 | ||||
| 2025-11-14 | 13F | Ausdal Financial Partners, Inc. | 14.819 | 213,30 | 1.133 | 266,34 | ||||
| 2025-10-22 | 13F | WestEnd Advisors, LLC | 2.581 | 7,86 | 197 | 26,28 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 2.391 | 204 | ||||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 19.452 | -9,80 | 1.661 | 0,73 | ||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 8.781 | 142,70 | 671 | 183,12 | ||||
| 2025-11-14 | 13F | Gen-Wealth Partners Inc | 7.628 | 71,22 | 583 | 100,34 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 90 | 8 | ||||||
| 2025-11-13 | 13F | Avos Capital Management, LLC | 110.641 | 14,92 | 8.459 | 34,08 | ||||
| 2025-10-24 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Valmark Advisers, Inc. | 40.552 | 2,06 | 3.462 | 13,96 | ||||
| 2025-10-30 | 13F | 3EDGE Asset Management, LP | 2.700.196 | 22,09 | 206.430 | 42,46 | ||||
| 2026-01-14 | 13F | Wealthcare Capital Partners, LLC | 16.601 | 35,31 | 1.417 | 51,23 | ||||
| 2026-01-05 | 13F | Miller Global Investments, LLC | 6.994 | 597 | ||||||
| 2025-10-27 | 13F | Financial Network Wealth Advisors LLC | 15.604 | 20,25 | 1.193 | 40,24 | ||||
| 2026-01-12 | 13F | Richard P Slaughter Associates Inc | 53.625 | -5,67 | 4.578 | 5,34 | ||||
| 2025-10-15 | 13F | Private Trust Co Na | 6.510 | 58,32 | 498 | 84,76 | ||||
| 2025-10-20 | 13F | Miracle Mile Advisors, LLC | 251.640 | -2,82 | 19.238 | 13,39 | ||||
| 2025-11-17 | 13F | Fwl Investment Management, Llc | 1.536 | 0,00 | 117 | 17,00 | ||||
| 2026-01-23 | 13F | Annex Advisory Services, LLC | 5.599 | 478 | ||||||
| 2026-01-21 | 13F | Forbes J M & Co Llp | 29.211 | 1,74 | 2.494 | 13,63 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | Asset Management One Co., Ltd. | 3.417.965 | -15,72 | 261.303 | -1,66 | ||||
| 2026-01-12 | 13F | Auour Investments LLC | 13.156 | -13,71 | 1.123 | -3,61 | ||||
| 2025-11-07 | 13F | May Hill Capital, LLC | 2.777 | 212 | ||||||
| 2025-11-03 | 13F | Alpha Cubed Investments, LLC | 16.051 | 0,00 | 1.227 | 16,75 | ||||
| 2025-10-09 | 13F | Astoria Portfolio Advisors LLC. | 21.842 | 6,56 | 1.749 | 27,94 | ||||
| 2025-11-13 | 13F | Visionary Wealth Advisors | 29.144 | 4,30 | 2.228 | 21,75 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.263 | 0,00 | 108 | 11,46 | ||||
| 2025-10-24 | 13F | Bristlecone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Tokio Marine Asset Management Co Ltd | 10.800 | -0,92 | 826 | 15,55 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 931.521 | 19,19 | 80 | 33,90 | ||||
| 2025-11-12 | 13F | Total Clarity Wealth Management, Inc. | 3.732 | 20,74 | 285 | 41,09 | ||||
| 2025-11-13 | 13F | Kohmann Bosshard Financial Services, LLC | 5.214 | 399 | ||||||
| 2026-01-14 | 13F | Weil Company, Inc. | 6.248 | 0,00 | 533 | 11,74 | ||||
| 2025-11-12 | 13F | Arete Wealth Advisors, LLC | 57.034 | 23,88 | 4 | 33,33 | ||||
| 2025-11-07 | 13F | HighTower Advisors, LLC | 1.318.172 | 5,41 | 100.774 | 22,99 | ||||
| 2025-10-29 | 13F | Compass Ion Advisors, LLC | 56.100 | 10,27 | 4.289 | 28,65 | ||||
| 2025-11-06 | 13F | Integrity Wealth Solutions LLC | 94.431 | -0,95 | 7.219 | 15,58 | ||||
| 2025-11-14 | 13F | Public Employees Retirement System Of Ohio | 37.200 | 0,00 | 2.844 | 16,66 | ||||
| 2025-11-14 | 13F | Walleye Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | TRXAX - Catalyst/MAP Global Balanced Fund Class A | 8.500 | 0,00 | 557 | 5,70 | ||||
| 2025-11-10 | 13F | Verus Capital Partners, Llc | 9.935 | 70,38 | 760 | 98,69 |
Other Listings
| US:GLDM | 98,61 $ |
