Grundlæggende statistik
| Institutionelle ejere | 362 total, 362 long only, 0 short only, 0 long/short - change of 3,71% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1925 % - change of 3,97% MRQ |
| Institutionelle aktier (lange) | 9.418.536 (ex 13D/G) - change of 0,52MM shares 5,82% MRQ |
| Institutionel værdi (lang) | $ 538.997 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Core 80/20 Aggressive Allocation ETF (US:AOA) har 362 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 9,418,536 aktier. Største aktionærer omfatter NorthStar Asset Management LLC /NJ/, Rockefeller Capital Management L.P., CX Institutional, Assetmark, Inc, GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares, LPL Financial LLC, Cambridge Investment Research Advisors, Inc., Mesirow Financial Investment Management, Inc., Warren Averett Asset Management, LLC, and Jim Saulnier & Associates, Llc .
iShares Trust - iShares Core 80/20 Aggressive Allocation ETF (ARCA:AOA) 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%.
The share price as of September 5, 2025 is 86,07 / share. Previously, on September 9, 2024, the share price was 75,63 / share. This represents an increase of 13,80% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
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.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 8.343 | 1,61 | 696 | 10,67 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 2.617 | 0,00 | 218 | 9,00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 16.429 | 4,63 | 1.370 | 14,07 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13.571 | 3,94 | 1.132 | 13,33 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 132 | 0,00 | 11 | 10,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2.067 | -0,43 | 172 | 8,86 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 19.722 | 0,05 | 1.645 | 9,09 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 476.798 | 58.402,82 | 40 | |||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 6.170 | 7,19 | 515 | 16,82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 66.168 | 3,05 | 5.518 | 12,34 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5.123 | -21,14 | 429 | -13,51 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 153 | 5,52 | 13 | 9,09 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 2.763 | 230 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 3.525 | -0,09 | 294 | 8,92 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 15.873 | -2,24 | 1.324 | 6,52 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10.145 | 1,53 | 846 | 10,73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 36.133 | -18,11 | 3.013 | -10,73 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 7.254 | 19,33 | 605 | 29,89 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 4.247 | -0,07 | 354 | 8,92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 31.218 | -0,47 | 2.604 | 9,42 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 7.099 | 0,00 | 592 | 9,02 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 12 | 1 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 32 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4.738 | 14,61 | 0 | |||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 6.620 | 28,72 | 559 | 45,95 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1.180 | 0,34 | 98 | 10,11 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 63 | 0,00 | 5 | 25,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 19.522 | 73,68 | 1.628 | 89,52 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 5.972 | -1,37 | 498 | 7,56 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3.397 | 283 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 2.194.158 | -0,13 | 2.221 | -8,83 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2.404 | -1,64 | 200 | 7,53 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 495 | 0,00 | 41 | 10,81 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 2.896 | -6,04 | 242 | 2,55 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6.911 | 4,35 | 576 | 13,83 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9.580 | 45,09 | 800 | 58,22 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 435 | -5,84 | 36 | 2,86 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3.595 | -1,26 | 300 | 7,55 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 136.981 | 6,61 | 11.424 | 16,23 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 155.076 | -6,98 | 12.933 | 1,41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3.306 | 0,30 | 276 | 9,13 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 9.297 | 775 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 131.901 | 15,72 | 11.000 | 26,16 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 5.088 | 41,49 | 424 | 54,18 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 172.088 | 7,51 | 14.352 | 17,21 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 7.343 | -11,07 | 612 | -3,01 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 103.591 | -5,05 | 8.639 | 3,51 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2.750 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 45.185 | -25,40 | 3.768 | -18,69 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 2.407 | 201 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 12.688 | 81,83 | 1.058 | 98,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13.299 | 39,86 | 1.109 | 52,54 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5.079 | 1,05 | 424 | 10,16 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 13 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4.061 | -0,42 | 339 | 8,68 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 233 | 23,28 | 19 | 35,71 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2.618 | 218 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 76.677 | 7,99 | 6.395 | 17,73 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 13.074 | 1,67 | 1.090 | 10,89 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6.166 | 56,50 | 1 | |||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 4.683 | 0,00 | 391 | 8,94 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 3.252 | -1,36 | 271 | 7,54 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3.704 | 13,90 | 316 | 26,51 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 534 | 0,00 | 44 | 10,00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 3.643 | 0,30 | 304 | 9,39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4.481 | -26,29 | 374 | -19,78 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 241 | 0,00 | 22 | 5,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11.337 | 946 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7.148 | 49,10 | 596 | 62,84 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8.802 | 2,52 | 734 | 11,89 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 2.417 | 0,33 | 202 | 9,24 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 88 | 0,00 | 7 | 16,67 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 225 | 0 | ||||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2.060 | 300,00 | 172 | 338,46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 56.088 | -11,58 | 4.680 | -3,56 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 22.549 | -0,75 | 1.881 | 8,17 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 2.275 | -1,56 | 190 | 7,39 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 22.908 | -0,14 | 1.895 | 14,17 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 21.910 | -0,20 | 1.827 | 8,81 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 12.525 | -3,63 | 1.036 | 10,21 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 36.349 | 21,97 | 3.032 | 33,00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 6.741 | -10,11 | 562 | -1,92 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 7.887 | 10,60 | 658 | 23,45 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 8.195 | 1,06 | 683 | 13,64 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 24.330 | 1,35 | 2.029 | 10,51 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 13.584 | 14,11 | 1.133 | 24,40 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 3.160 | 5,33 | 0 | |||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 4.394 | -4,50 | 366 | 4,27 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 10.000 | -4,67 | 834 | 3,87 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 11.116 | -50,50 | 927 | -46,01 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.059 | 4,75 | 88 | 14,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 2.891 | -60,14 | 221 | -60,18 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3.256 | 7,28 | 272 | 16,81 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 406 | 34 | ||||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2.581 | -12,48 | 215 | -4,44 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 4.821 | -4,74 | 402 | 3,88 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 612 | 84,89 | 0 | |||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 17.640 | 10,68 | 1.471 | 20,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5.150 | 0,18 | 430 | 9,16 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 39 | -48,00 | 3 | -40,00 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 7.906 | -29,18 | 659 | -22,74 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 146.993 | 34,33 | 12.259 | 46,45 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 33 | 0,00 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 205 | 0,00 | 17 | 13,33 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 7.034 | -1,88 | 587 | 6,93 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 113.741 | 30,45 | 9.486 | 42,22 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 83.115 | -1,85 | 6.932 | 7,01 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3.067 | 255 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 123.088 | -7,16 | 10.266 | 1,22 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 15.666 | -9,69 | 1.307 | -1,58 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 106 | 0,95 | 9 | 0,00 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 2.925 | 244 | ||||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 6.100 | 0,64 | 509 | 9,72 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6.362 | 5,00 | 531 | 14,47 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 24.989 | 0,10 | 2.084 | 9,17 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 6.307 | 64,63 | 526 | 79,52 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2.385 | 4,24 | 199 | 13,14 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 2.441 | 202 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 135.515 | -33,35 | 11.302 | -27,34 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7.220 | 4,17 | 602 | 13,58 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5.762 | 0,47 | 481 | 9,59 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 54 | 0,00 | 5 | 0,00 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 8.301 | -1,50 | 692 | 7,45 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 4.155 | 0,00 | 347 | 9,15 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18 | 2 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1.036 | 0,00 | 86 | 8,86 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3.316 | -9,03 | 277 | -0,72 | ||||
| 2025-08-08 | 13F | Creative Planning | 18.798 | 39,14 | 1.568 | 51,69 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 16.475 | 5,58 | 1.260 | 5,44 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 10.046 | -12,54 | 838 | -4,67 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 3.847 | -20,29 | 320 | -10,89 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 147.980 | 2,47 | 12.342 | 11,71 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 22.693 | -4,74 | 1.893 | 3,84 | ||||
| 2025-08-12 | 13F | Fidato Wealth LLC | 8.429 | 3,75 | 703 | 13,04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17.852 | 14,38 | 1.489 | 24,73 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.201 | -11,76 | 100 | -3,85 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4.967 | 0,28 | 414 | 9,52 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 2.701 | 0,00 | 225 | 9,22 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 47 | 2,17 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 72 | 0,00 | 6 | 20,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1.200 | 0,00 | 100 | 9,89 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 7.130 | -14,50 | 595 | -6,75 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9.175 | 1,01 | 765 | 10,23 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 19.267 | 0,00 | 1.607 | 9,03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 45 | 0,00 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 22.833 | -0,26 | 1.904 | 8,74 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 14 | -41,67 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 6.384 | 11,53 | 532 | 21,74 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 6.637 | -3,35 | 554 | 5,33 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2.991 | 0,30 | 249 | 9,21 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5.411 | -1,06 | 451 | 7,89 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 5.902 | -7,54 | 496 | 1,23 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 7.151 | 16,98 | 596 | 27,62 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 16.405 | 1,77 | 1.368 | 10,95 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 27 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13.516 | 38,36 | 1.127 | 50,87 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 267.559 | -3,01 | 22.314 | 5,73 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 79 | 6 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9.741 | -31,48 | 1 | -100,00 | ||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 25.246 | 12,41 | 2.105 | 22,38 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4.069 | 11,21 | 339 | 21,51 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 35.091 | 3,50 | 2.968 | 14,91 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 111 | 0,91 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 13.599 | 0,00 | 1.134 | 9,04 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 2.398 | 200 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 71.266 | 2,90 | 5.944 | 12,17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24.385 | 269,92 | 2.034 | 303,37 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 52.050 | -1,18 | 4.341 | 7,72 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 19.631 | 1,93 | 1.637 | 11,13 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 3.959 | 20,08 | 330 | 30,95 | ||||
| 2025-08-13 | 13F | ESG Planning | 5.105 | 49,66 | 426 | 63,46 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.321 | 80,71 | 110 | 100,00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 12.031 | 30,26 | 1.003 | 42,07 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3.180 | 0,60 | 265 | 9,96 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4.880 | 6,39 | 407 | 16,00 | ||||
| 2025-04-25 | 13F | Strid Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14.470 | 3,57 | 1.207 | 12,92 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 12.874 | -4,61 | 1.074 | 3,97 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 7.636 | -5,65 | 637 | 2,75 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 33.370 | 0,31 | 2.783 | 9,39 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 259 | 0,00 | 22 | 10,53 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 11.934 | -8,06 | 995 | 0,30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.152 | 0,00 | 96 | 9,09 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 37 | 0,00 | 3 | 50,00 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 3.037 | 14,17 | 253 | 24,63 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 85.197 | 4,03 | 7.105 | 13,43 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4.928 | 416 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 7.688 | -43,52 | 641 | -38,42 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3.010 | -0,43 | 251 | 8,66 | ||||
| 2025-08-14 | 13F | UBS Group AG | 49.136 | 76,03 | 4.098 | 91,90 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 287 | 0,35 | 24 | 9,52 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 59.661 | 12,60 | 4.976 | 22,75 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 44 | 0,00 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 5.927 | 20,66 | 494 | 31,73 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 540 | -37,79 | 45 | -31,82 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 4.204 | 20,53 | 351 | 31,58 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4.000 | 0,00 | 334 | 8,82 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 191 | -32,03 | 16 | -28,57 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.748 | 6,47 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 27.967 | 0,21 | 2.332 | 9,23 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 44.305 | 3,71 | 3.695 | 13,07 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 34.129 | 1,02 | 2.846 | 10,14 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11.972 | 37,26 | 998 | 49,63 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16.579 | -14,56 | 1.383 | -6,87 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10.000 | 3,52 | 834 | 13,01 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2.994 | 250 | ||||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 4.269 | 8,96 | 356 | 19,06 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5.701 | 475 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 2.374 | 0,25 | 198 | 8,84 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 60.962 | -0,28 | 5.084 | 8,73 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 13.047 | 241,28 | 1.088 | 272,60 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 11.001 | 17,86 | 887 | 28,92 | ||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 3.693 | 0,00 | 276 | 1,85 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 642 | 0,00 | 54 | 8,16 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 259.030 | -3,07 | 21.603 | 5,68 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9.323 | 5,70 | 778 | 15,28 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 21.274 | 30,43 | 1.774 | 42,26 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 24 | 0,00 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 73 | 0,00 | 6 | 20,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 853 | 2,52 | 71 | 12,70 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3.908 | 0,96 | 326 | 9,80 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 3.966 | 18,28 | 331 | 28,91 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 5.154 | 17,78 | 430 | 28,44 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 11.411 | 6,64 | 952 | 16,26 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 6.897 | -0,10 | 528 | -0,19 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 3.129 | 1,96 | 261 | 11,11 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 45 | 0,00 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 161.080 | -9,60 | 13 | 0,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 41.538 | 1,89 | 3.464 | 11,10 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5.572 | 30,43 | 465 | 42,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 15.524 | -58,24 | 1.295 | -54,48 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4.454 | 4,75 | 371 | 14,15 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 41.206 | 4,07 | 3.437 | 13,47 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6.192 | 2,13 | 474 | -0,42 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24.693 | -0,50 | 2.059 | 8,48 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 2.250 | 188 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 3 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.147 | 443,60 | 96 | 493,75 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1.267 | 0,00 | 106 | 9,38 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9.689 | 0,31 | 808 | 9,49 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.320 | 0,00 | 110 | 10,00 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 12 | 1 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 25.682 | 4,60 | 2.142 | 14,00 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 20.365 | -6,21 | 1.698 | 2,23 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 880 | 0,00 | 73 | 8,96 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 512 | 0,00 | 43 | 7,69 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 118 | 0,00 | 10 | 0,00 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 9.297 | 775 | ||||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 44.925 | 2,59 | 3.747 | 11,82 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14.453 | 12,97 | 1.205 | 23,21 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 13 | 9,09 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 33 | 3,12 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 970 | -0,82 | 81 | 8,11 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 29.665 | 0,90 | 2.474 | 10,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3.103 | 259 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29.585 | 5,51 | 2.467 | 15,07 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 10.931 | 1,61 | 912 | 10,83 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 4.382 | 335 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 24.510 | 221,40 | 2.044 | 249,40 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10.410 | 3,22 | 868 | 12,58 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.018 | 85 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 114.938 | -25,62 | 9.586 | -18,92 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 685 | -0,87 | 57 | 9,62 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14.096 | 0,27 | 1.176 | 9,30 | ||||
| 2025-04-09 | 13F | Merit Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2.391 | 201 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 83.109 | 5,90 | 6.931 | 15,46 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 20.529 | -21,51 | 1.712 | -14,40 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.073 | -6,58 | 173 | 1,78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 49.615 | 9,63 | 4.138 | 19,50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4.550 | 4,65 | 379 | 14,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 27.467 | 14,08 | 2.291 | 24,32 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 3.476 | 2,36 | 290 | 11,58 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 6.350 | -16,13 | 530 | -8,64 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 820 | 0,00 | 63 | 0,00 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 2.769 | -3,95 | 231 | 4,55 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 1.471 | -1,67 | 123 | 7,02 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-12 | 13F | Motley Fool Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 16.525 | 9,86 | 1.378 | 19,83 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 2.507 | 209 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 6.324 | -4,49 | 527 | 4,15 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 114 | 0,00 | 10 | 12,50 | ||||
| 2025-04-28 | 13F | Equita Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 6.591 | 21,78 | 550 | 32,61 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 28.900 | -0,61 | 2.410 | 8,36 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8.287 | -1,58 | 691 | 7,30 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 2.940 | -6,93 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 15.853 | 5,95 | 1.325 | 18,52 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9.332 | 10,59 | 778 | 20,62 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 28.318 | 253,14 | 2.362 | 285,15 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 9.712 | 0,06 | 810 | 9,03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14.567 | 68,19 | 1.215 | 83,38 | ||||
| 2025-04-23 | 13F | Phillips Wealth Planners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 9.439 | -3,87 | 787 | 4,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.655 | -2,88 | 138 | 5,38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.636 | 82,30 | 219 | 98,18 | ||||
| 2025-04-15 | 13F | Signet Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5.833 | 28,14 | 486 | 39,66 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 22.499 | 1,74 | 1.876 | 10,94 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1.158 | -6,16 | 97 | 2,13 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 112 | 0,00 | 9 | 12,50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8.408 | 0,35 | 701 | 9,36 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 9.885 | 3,30 | 824 | 12,57 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 18.228 | 0,00 | 1.520 | 9,04 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 953 | -0,21 | 80 | 8,22 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 62.519 | -0,98 | 5.214 | 7,95 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 63.194 | -1,29 | 5.270 | 7,62 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 2.778 | -3,47 | 232 | 3,13 | ||||
| 2025-04-10 | 13F | Smith Anglin Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 7.613 | 3,10 | 634 | 13,21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25.066 | 24,46 | 2.090 | 35,71 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 100 | 0,00 | 8 | 14,29 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 28.969 | 4,11 | 2.416 | 13,53 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58.517 | 38,55 | 4.880 | 51,08 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3.356 | 6,57 | 284 | 17,92 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 4.937 | 4,35 | 411 | 13,22 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 100 | 0,00 | 8 | 33,33 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 3.068 | -4,72 | 256 | 3,66 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 7 | 1 | ||||||
| 2025-05-09 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | Martin Worley Group | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 2.467 | 206 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 2.796 | 233 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2.685 | 224 | ||||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 30.025 | 8,51 | 2.504 | 18,34 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 2.472 | 206 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3.015 | 1,31 | 251 | 10,57 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 3.008 | 1,72 | 251 | 17,37 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 3.315 | 276 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 4.378 | 28,27 | 365 | 39,85 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 15.862 | 189,40 | 1.323 | 215,51 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 490 | 0,00 | 37 | 0,00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 28.719 | -0,00 | 2.395 | 9,01 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 64.657 | 2,01 | 5.392 | 11,22 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 752 | 0,67 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 2.887 | 2,16 | 241 | 11,11 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6.467 | -11,56 | 539 | -3,58 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 8.602 | 2,37 | 717 | 11,51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 47.011 | 17,33 | 3.921 | 27,90 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 134.824 | -0,81 | 11.244 | 8,14 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4.327 | 32,16 | 361 | 44,00 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 24.582 | 2,59 | 2.050 | 11,84 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3.443 | 263 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 2.479 | 207 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2.844 | -6,08 | 237 | 2,60 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 10.350 | 863 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 4.006 | -0,12 | 334 | 9,15 | ||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.769 | 3,63 | 148 | 13,08 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 27.116 | -1,86 | 2.261 | 7,00 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 7.786 | -3,78 | 649 | 4,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 34.158 | 0,15 | 2.849 | 9,16 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 302 | 43,13 | 25 | 56,25 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 658 | 55 | ||||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 5.358 | 0,15 | 447 | 9,05 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 7.877 | -0,63 | 657 | 8,25 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 3.437 | -4,02 | 287 | 4,76 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 3.483 | 4,72 | 291 | 14,17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11.116 | 32,98 | 927 | 45,07 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 499 | 0,00 | 42 | 7,89 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 2.755 | 228 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 22.181 | 1,77 | 1.850 | 10,92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 111.665 | 18,49 | 9 | 28,57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10.652 | 888 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1.172 | -6,09 | 98 | 2,11 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2.146 | 0,00 | 179 | 8,54 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 105 | 0,00 | 9 | 0,00 | ||||
| 2025-04-16 | 13F | Kelly Financial Group Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 530.852 | 1,10 | 44.273 | 10,22 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 7.664 | -1,25 | 639 | 13,30 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10.852 | 31,65 | 905 | 43,65 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 8.710 | -2,19 | 726 | 6,61 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 10.184 | 21,14 | 849 | 32,04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 6.100 | 96,77 | 509 | 114,35 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100,00 | 0 | -100,00 |
