Grundlæggende statistik
| Institutionelle ejere | 589 total, 589 long only, 0 short only, 0 long/short - change of 3,33% MRQ |
| Gennemsnitlig porteføljeallokering | 0.7131 % - change of -10,73% MRQ |
| Institutionelle aktier (lange) | 163.740.811 (ex 13D/G) - change of 12,25MM shares 8,09% MRQ |
| Institutionel værdi (lang) | $ 8.044.948 USD ($1000) |
Institutionelt ejerskab og aktionærer
BlackRock ETF Trust II - iShares Flexible Income Active ETF (US:BINC) har 589 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 163,740,811 aktier. Største aktionærer omfatter Envestnet Asset Management Inc, Jpmorgan Chase & Co, LPL Financial LLC, BlackRock, Inc., Bank Of America Corp /de/, Morgan Stanley, Dynasty Wealth Management, Llc, Ameriprise Financial Inc, Quotient Wealth Partners, LLC, and UBS Group AG .
BlackRock ETF Trust II - iShares Flexible Income Active ETF (ARCA:BINC) 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 18, 2025 is 53,29 / share. Previously, on September 19, 2024, the share price was 53,49 / share. This represents a decline of 0,37% 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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-22 | BlackRock, Inc. | 7,515,570 | 2,394,865 | -68.13 | 1.40 | -75.44 |
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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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 48.613 | 8,54 | 2.564 | 9,30 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 19.259 | 2,82 | 1.018 | 3,67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9.735.212 | 2,82 | 514.409 | 3,72 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.632 | 547,62 | 86 | 561,54 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1.061 | 0,00 | 56 | 1,82 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 13.763 | 2,94 | 727 | 3,86 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 63.767 | 3,38 | 3.369 | 4,30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.470 | -18,39 | 183 | -17,57 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8.293 | 88,31 | 438 | 90,43 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 677.132 | 21,68 | 35.780 | 22,75 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 6.998 | 69,77 | 370 | 71,63 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 67.246 | 6,00 | 3.553 | 6,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 150.536 | -27,69 | 7.954 | -27,05 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 34 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 20.796 | 8,18 | 1.097 | 9,37 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 46.294 | 46,85 | 2.446 | 48,15 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 35.454 | 5,42 | 1.873 | 6,36 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 17.075 | -0,29 | 902 | 0,67 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 7.862 | 11,20 | 415 | 12,16 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 69.090 | 6,32 | 3.651 | 7,26 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 10.447 | 0,94 | 552 | 1,85 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 9.289 | -60,78 | 491 | -60,48 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 58.786 | 119,28 | 3.092 | 120,16 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 8.550 | 0,00 | 452 | 0,89 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5.915 | 5,95 | 313 | 6,85 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 35.925 | 18,81 | 1.898 | 19,90 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 379.079 | 8,46 | 20.031 | 9,41 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 12.054 | -0,26 | 637 | 0,47 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 141 | 0,00 | 7 | 0,00 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 233.428 | 12.334 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 26.724 | 34,32 | 1.412 | 35,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10.729.228 | 12,07 | 566.932 | 13,05 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 646.829 | 4,34 | 34.178 | 5,25 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 509.697 | 13,16 | 26.932 | 14,15 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2.437 | 26,33 | 0 | |||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 19.071 | 4,42 | 1.008 | 5,33 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 37.955 | 77,82 | 2.006 | 79,34 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 954.581 | 867,75 | 50.440 | 876,38 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 127.125 | -0,31 | 6.717 | 0,57 | ||||
| 2025-08-11 | 13F | Eq Llc | 33.707 | 1.781 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 64.682 | 0,21 | 3.418 | 1,09 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7.667 | 25,38 | 405 | 26,56 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 33.181 | 3,00 | 1.753 | 3,91 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 52.392 | -33,12 | 2.768 | -32,54 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1.515.341 | 1,17 | 80 | 2,56 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 4.790 | 253 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 460 | -34,84 | 24 | -33,33 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 279.118 | 2,62 | 14.749 | 3,52 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 136.265 | 3,27 | 7.200 | 4,18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 282.115 | 6,31 | 14.907 | 7,24 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.384.120 | 6,24 | 73 | 7,35 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1.987.410 | 2,86 | 105.015 | 3,76 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 37.715 | -34,60 | 1.993 | -34,04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 103.069 | 2.118,92 | 5.446 | 2.141,15 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 20.643 | 0,35 | 1.091 | 1,21 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 828.959 | 1,76 | 43.802 | 2,66 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1.365 | 72 | ||||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 5.033 | 9,53 | 266 | 10,42 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 5.377 | 195,60 | 283 | 200,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.379.280 | 12,51 | 72.881 | 13,50 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 45.748 | 11,58 | 2.417 | 12,58 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 4.910 | 259 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1.492 | -4,79 | 79 | -4,88 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7.314 | 70,09 | 386 | 71,56 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 160 | 8 | ||||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 20.830 | -16,64 | 1.101 | -15,90 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 711.820 | 18,87 | 37.613 | 19,91 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6.355 | 336 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 134.535 | 23,76 | 7.109 | 24,83 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 329.205 | 9,73 | 17 | 13,33 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 26.782 | 8,86 | 1.415 | 9,86 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 10.980 | 75,57 | 580 | 77,37 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2.681 | 142 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 223.134 | 4.249,59 | 11.790 | 4.299,25 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 130 | 64,56 | 7 | 50,00 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 1.583.135 | 2,11 | 84 | 2,47 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 42.536 | 8,29 | 2.229 | 9,70 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 17.381 | 27,34 | 918 | 28,57 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 18.264 | -65,70 | 965 | -65,16 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 3.788 | 200 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 663.631 | 0,73 | 35.066 | 1,61 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5.001 | 8,46 | 264 | 9,54 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 301.348 | 18,86 | 15.923 | 19,90 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 26.291 | 18,27 | 1.389 | 19,33 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 27.992 | -88,77 | 1.479 | -88,67 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Heritage Trust Co | 71.436 | 25,54 | 3.775 | 26,64 | ||||
| 2025-05-15 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Cypress Capital Group | 28.630 | 37,12 | 1.513 | 38,33 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 35.583 | 4,60 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 359.413 | 124,77 | 18.991 | 126,76 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 120.010 | 14,07 | 6.341 | 15,08 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 68.404 | 16,48 | 3.614 | 17,49 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 4.164 | -5,32 | 220 | -4,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 86.521 | 618,85 | 4.572 | 625,56 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 11.461 | 606 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 173.252 | 3,60 | 9.155 | 4,51 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 8.450 | 446 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 32 | 2 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13.224 | -1,74 | 699 | -0,85 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 6.420 | 339 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5.562 | 294 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 575 | 0,00 | 30 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 127.254 | -1,94 | 6.724 | -1,07 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 51.603 | 24,73 | 2.727 | 25,80 | ||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 40.378 | 0,23 | 2.134 | 1,09 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 150.302 | 15,37 | 7.942 | 16,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 838 | 32,18 | 44 | 33,33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 45.110 | 1,48 | 2.384 | 2,36 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 214.295 | 7,43 | 11.323 | 8,37 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 208.523 | 7,10 | 11.018 | 8,04 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 20.017 | 324,63 | 1.041 | 323,17 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4.319.372 | -1,57 | 228.290 | -0,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.931.897 | -2,98 | 102 | -1,92 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 8.979 | 1,51 | 474 | 2,38 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 8.352 | -26,42 | 441 | -25,76 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 64.448 | 3.405 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 464.730 | 2,59 | 24.556 | 3,49 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 11.755 | 621 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 67.536 | -0,43 | 3.569 | 0,45 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 10.182 | 107,37 | 538 | 109,34 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 911.609 | 7,76 | 48.169 | 8,71 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 140.820 | 34,93 | 7.441 | 36,11 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 154.668 | 8.173 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 378 | 20 | ||||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 465.015 | 3,00 | 24.571 | 3,90 | ||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 153.521 | 4,04 | 8.112 | 4,96 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 7.075 | 23,04 | 374 | 23,92 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 242.207 | -7,06 | 12.798 | -6,24 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6.195.629 | 27,98 | 327.377 | 29,11 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 59.173 | 2,27 | 3.108 | 5,04 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 7.777 | 7,73 | 411 | 8,47 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 17.573 | 176,00 | 929 | 178,68 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 59.703 | -0,41 | 3.155 | 0,45 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 11.208 | 592 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 93 | -51,81 | 5 | -60,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 123.323 | 1,69 | 6.516 | 2,58 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4.498 | 0,00 | 238 | 0,85 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 532.289 | 7,25 | 28.126 | 8,20 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 54.700 | 140,61 | 2.890 | 142,86 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 35.266 | 1.863 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20.076 | 18,66 | 1.061 | 19,64 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 3.889 | -74,13 | 205 | -73,95 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 131.814 | 8,42 | 6.965 | 9,36 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 18.540 | 4,13 | 980 | 5,04 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15.766 | 24,43 | 833 | 25,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.311.251 | 23,22 | 69 | 25,45 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 39.776 | -2,29 | 2.102 | -1,45 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 128.337 | 2,53 | 6.781 | 3,43 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 28.513 | -88,21 | 1.500 | -88,17 | ||||
| 2025-08-05 | 13F | Marest Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 74.286 | -2,83 | 3.925 | -1,97 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 32.512 | -3,53 | 1.718 | -2,72 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 20.466 | 0,23 | 1.071 | 0,19 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 106 | 0,00 | 6 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 30.199 | 39,55 | 1.596 | 40,78 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 300.192 | 8,11 | 15.862 | 9,07 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 87.029 | 0,81 | 4.599 | 1,68 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 72.896 | 14,01 | 3.852 | 14,99 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 32.084 | 3,14 | 1.695 | 4,05 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9.020 | -6,26 | 477 | -5,56 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9.001 | -22,94 | 476 | -22,26 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 26.536 | 44,83 | 1.402 | 46,19 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4.784 | 23,27 | 253 | 24,14 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 8.068 | 78,18 | 426 | 79,75 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 13.475 | 0,00 | 712 | 0,99 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 5.518 | 1,36 | 292 | 2,11 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 357.329 | 61,08 | 18.881 | 62,50 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9.198 | 21.800,00 | 485 | 24.150,00 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 30.877 | 15,17 | 1.632 | 16,17 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 9.454 | 500 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 87 | 1,16 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3.646 | 193 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 15.295 | 230,77 | 808 | 233,88 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 28.089 | -20,80 | 1.484 | -20,09 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 39 | 2 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 7.972 | 6,26 | 421 | 7,40 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25.084 | 1.325 | ||||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 23.647 | -9,68 | 1.249 | -8,90 | ||||
| 2025-04-30 | 13F | Silverlake Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 850.016 | 4,56 | 44.915 | 5,47 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 445.975 | 20,60 | 23.565 | 21,66 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 19.701 | 33,39 | 1.041 | 34,67 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 53.394 | -14,45 | 3 | -33,33 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 19.648 | 17,80 | 1.038 | 18,90 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 3.943 | 2,74 | 208 | 3,48 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 72.715 | 1,82 | 3.842 | 2,73 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 51.822 | 1,77 | 2.729 | 2,67 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 94 | 5 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29.968 | -92,36 | 2 | -95,00 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 5.472 | 289 | ||||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 653.518 | -3,25 | 34.532 | -2,40 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 419 | 22 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10.806.066 | 0,91 | 570.993 | 1,80 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 268.370 | 16,05 | 14.181 | 17,07 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 24.238 | 78,68 | 1.281 | 80,28 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10.745 | 21,06 | 568 | 22,20 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6.031 | 0,89 | 319 | 1,60 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 157.615 | 24,74 | 8.328 | 25,84 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 4.218 | -53,14 | 223 | -52,87 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4.812 | -9,90 | 254 | -8,96 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 73.366 | 4,89 | 3.877 | 5,81 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 40.630 | 75,51 | 2.147 | 77,06 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 5.685 | 62,20 | 300 | 62,16 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 23.302 | 92,45 | 1.231 | 94,16 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2.442 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 13.425 | 39,54 | 709 | 40,95 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 5.754.734 | -2,35 | 304.080 | -1,49 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 157.655 | 11,24 | 8.331 | 12,22 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12.789 | 676 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6.091 | 28,18 | 322 | 29,96 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19.460 | -14,59 | 1.028 | -13,83 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 278.490 | 28,83 | 14.715 | 29,96 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 94.994 | 4,92 | 5.019 | 5,84 | ||||
| 2025-08-14 | 13F | Family Management Corp | 98.621 | 25,74 | 5.211 | 26,85 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 85.605 | 384,74 | 4.523 | 388,97 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 26.476 | -36,23 | 1.399 | -35,69 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 23.653 | -5,08 | 1.250 | -4,29 | ||||
| 2025-08-07 | 13F | Laffer Investments | 20.390 | -0,15 | 1.077 | 0,75 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 2.605 | -63,93 | 136 | -63,73 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 64.155 | 15,34 | 3.390 | 16,34 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 14.272 | 19,75 | 754 | 20,83 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9.000 | 476 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 10.798 | 2,22 | 571 | 3,07 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 15.639 | 8,70 | 826 | 9,69 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 5.870 | 4,62 | 310 | 5,80 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 8.574 | -70,00 | 453 | -69,72 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 740 | 64,08 | 39 | 65,22 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 9.988 | 10,63 | 528 | 11,65 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 379.166 | 103,96 | 20.035 | 105,76 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8.789 | 0,31 | 464 | 1,31 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 165.454 | 33,14 | 8.743 | 34,31 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 4.960 | 5,42 | 262 | 6,50 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 192 | -36,21 | 10 | -61,54 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 46.221 | 19,81 | 2.442 | 20,89 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 84.732 | 6,57 | 4.477 | 7,52 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 886.951 | 7,20 | 46.867 | 8,14 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5.443 | 8,32 | 288 | 9,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 622.240 | 38,41 | 32.879 | 39,63 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 245.419 | 4,86 | 12.968 | 5,78 | ||||
| 2025-08-28 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 44.975 | 0,00 | 2.376 | 0,89 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5.183 | 32,76 | 274 | 33,82 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 24.686 | 8,89 | 1.304 | 9,86 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3.254.573 | 2,56 | 171.972 | 3,46 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 5.652 | 7,62 | 299 | 8,36 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 14.802 | -10,65 | 765 | -11,27 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8.988 | 6,42 | 475 | 7,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5.771.006 | 32,55 | 304.940 | 33,72 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 8.222 | -8,03 | 434 | -7,26 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 24.070 | 1,89 | 1.272 | 2,75 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 102.635 | 6,22 | 5.423 | 7,15 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 121.511 | 16,07 | 6.421 | 17,09 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 41.079 | 11,07 | 2.171 | 12,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 146.510 | 27,68 | 7.742 | 28,80 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 13.017 | 688 | ||||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 4.760 | 0,00 | 249 | 0,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9.793 | 0,28 | 517 | 1,17 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 30.082 | -0,49 | 1.582 | 0,70 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1.177.584 | 0,52 | 62.224 | 1,40 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 105.648 | 4,30 | 5.582 | 5,22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 30.135 | 323,48 | 1.592 | 327,96 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 215.491 | -5,99 | 11.387 | -5,17 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 8.214 | 0,40 | 434 | 1,40 | ||||
| 2025-08-14 | 13F | Betterment LLC | 58.736 | 3 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 24.556 | 13,79 | 1.298 | 14,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 285.319 | 22,14 | 15.076 | 23,22 | ||||
| 2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 7.992 | 422 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 35.932 | 23,04 | 1.899 | 24,95 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 113.193 | 52,42 | 5.981 | 53,79 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 18.742 | 17,33 | 990 | 18,42 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 17.738 | 17,11 | 937 | 18,16 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 54.602 | 3,71 | 2.885 | 4,64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2.793.061 | 14,26 | 147.585 | 15,26 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 18.987 | 81,00 | 1.001 | 82,33 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 34.272 | 3,19 | 1.811 | 4,81 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 63.997 | 46,13 | 3.382 | 47,45 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2.127 | 8,58 | 112 | 9,80 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 586 | 0,00 | 31 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1.348.323 | 15,24 | 71.245 | 16,25 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 26.943 | -84,49 | 1.424 | -84,36 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 830.626 | 1,18 | 43.890 | 2,07 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 78.946 | 51,38 | 4.153 | 54,18 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10.612 | -0,18 | 561 | 0,72 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 15.029 | 2,64 | 794 | 3,66 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9.616 | 11,30 | 508 | 12,39 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 58 | 3 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 47.289 | 26,69 | 2.499 | 27,77 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2.367.183 | -1,01 | 125.082 | -0,14 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 6.213 | -69,69 | 328 | -69,43 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 71.936 | 15,12 | 3.801 | 16,13 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 141.667 | 8,33 | 7.486 | 9,29 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 3.900 | 183,64 | 206 | 182,19 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 | 1 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 39.397 | 210,04 | 2.082 | 212,93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.563 | 858,90 | 83 | 925,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 13.340 | 705 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 21.112 | 31,79 | 1.116 | 32,90 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 227.308 | 393,93 | 12.011 | 398,34 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 189.081 | 10,79 | 9.991 | 11,77 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 21.158 | 14,29 | 1.118 | 15,38 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 44.337 | 0,91 | 2.341 | 2,09 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.815 | -45,55 | 201 | -45,50 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 8.229 | -36,32 | 435 | -35,80 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 27.264 | 1,98 | 1.441 | 2,86 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 356.047 | -21,29 | 18.814 | -20,60 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 54.177 | 2,55 | 2.863 | 3,43 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3.103 | -22,70 | 164 | -22,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13.421 | -6,99 | 709 | -6,09 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 171.634 | 2,61 | 9.069 | 3,52 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 80.497 | -7,15 | 4.253 | -6,32 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 90.140 | 28,72 | 4.754 | 29,58 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 269.407 | -45,46 | 14 | -44,00 | ||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 256.373 | 22,92 | 13.547 | 24,00 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10.261 | 23,91 | 542 | 25,17 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 14.024 | 741 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 57.338 | -0,22 | 3.030 | 0,66 | ||||
| 2025-07-24 | 13F | Eastern Bank | 139 | 7 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 53.917 | 2.849 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 5.878 | 311 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 10.460 | -0,12 | 553 | 0,73 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 320.763 | -3,49 | 16.949 | -2,64 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 163.795 | 16,61 | 8.655 | 17,63 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 12.309 | 85,49 | 649 | 91,45 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 5.505 | 19,13 | 291 | 20,83 | ||||
| 2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 146.933 | 7,75 | 7.764 | 8,68 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 275.445 | 2,29 | 14.486 | 5,05 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2.263 | 16,95 | 120 | 17,82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 21.293 | 41,92 | 1.125 | 43,31 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 26.362 | 0,55 | 1.393 | 1,38 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 96.805 | -6,97 | 5.115 | -6,15 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 17.532 | 127,33 | 926 | 129,78 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 558.069 | 4,54 | 29.488 | 5,45 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 25.007 | 4,33 | 1.321 | 5,26 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 7.396 | -2,04 | 391 | -1,27 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 4.500 | -52,63 | 238 | -52,31 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 138.371 | 7.248 | ||||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 13.125 | 3,94 | 694 | 4,84 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 61.959 | 1,94 | 3.274 | 2,83 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 15.936 | 4,76 | 842 | 5,78 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5.878 | 311 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 47.047 | 2.486 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 201.653 | 40,24 | 10.655 | 41,48 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 117.262 | 3,19 | 6.196 | 4,10 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 193 | 0,00 | 10 | 0,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 13.057 | 6,61 | 690 | 7,49 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1.094.296 | -31,80 | 57.823 | -31,20 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 6.955 | -18,91 | 367 | -18,26 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.878 | 205 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 36.271 | 6,15 | 1.917 | 7,10 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 500.161 | 2,69 | 26.428 | 3,59 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 44.913 | 80,55 | 2.373 | 82,26 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 43.110 | 20,00 | 2.278 | 21,05 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 183.142 | -1,59 | 9.677 | -0,73 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 111.508 | 121,38 | 5.892 | 123,35 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 55.623 | 8,70 | 2.939 | 9,66 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6.659 | 3,05 | 352 | 3,85 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 4.450 | 5,75 | 233 | 6,88 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 200.132 | 13,43 | 10.575 | 14,42 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 114.472 | -56,43 | 6.048 | -56,05 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 19.200 | 1.015 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.320.013 | 10,23 | 69.750 | 11,20 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 40.453 | 19,80 | 2.128 | 20,31 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 32.211 | 2,20 | 1.702 | 3,15 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 60.665 | -18,56 | 356 | -90,87 | ||||
| 2025-06-03 | 13F | Invst, LLC | 96.901 | -31,58 | 5.076 | -31,11 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 50.704 | 43,43 | 2.680 | 44,71 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 79.622 | 3,31 | 4.207 | 4,21 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 29.437 | 1.555 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 6.420 | 35,70 | 339 | 37,25 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 429.323 | 291,06 | 22.685 | 294,52 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 83 | 4 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 12.489 | 6,15 | 660 | 6,98 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6.945 | 367 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 49.021 | 1,88 | 2.590 | 2,78 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 83.987 | 3,53 | 4.438 | 4,42 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 6.293 | 39,41 | 333 | 40,68 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 909.967 | 84,06 | 48.083 | 85,67 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 13.433 | 50,68 | 707 | 54,82 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 217.708 | 7,27 | 11.504 | 8,21 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 23.170 | 1,45 | 1.224 | 2,34 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27.901 | 108,42 | 1.474 | 110,27 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1.141.320 | 10,47 | 60.307 | 11,44 | ||||
| 2025-04-17 | 13F | KC Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 105.569 | -24,16 | 5.578 | -23,49 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 27.048 | -2,54 | 1.429 | -1,65 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 12.185 | 149,85 | 644 | 152,16 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 24.124 | 11,26 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 11.870 | 174,07 | 625 | 175,33 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 85.714 | 6,10 | 4.529 | 7,04 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 10.805 | -76,32 | 570 | -76,07 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17.572 | 102,61 | 929 | 104,41 | ||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 7.946 | -81,71 | 420 | -81,59 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 34.899 | 26,75 | 1.844 | 27,88 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 41.016 | -0,63 | 2.167 | 0,23 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 67.873 | 15,51 | 3.586 | 16,54 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 41.176 | -5,28 | 2 | 0,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 10.275 | 538 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.684 | 1,32 | 89 | 1,15 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 376.252 | 4,61 | 19.881 | 5,54 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 439.262 | 5,70 | 23.211 | 6,62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 59.756 | 78,89 | 3.158 | 80,50 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 6.691 | -5,91 | 354 | -5,11 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 12.619 | 36,14 | 666 | 37,32 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 59.577 | -0,10 | 3.148 | 0,80 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 24 | 1 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 24.074 | -23,17 | 1.272 | -22,49 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5.689 | 300 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18.193 | 121,30 | 961 | 123,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2.914.482 | 13,98 | 154.001 | 14,98 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5.409 | 285 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 6.074 | 33,64 | 321 | 34,45 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 127.828 | 5,10 | 6.754 | 6,03 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 34.935 | 36,28 | 1.842 | 37,26 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 29.578 | 22,30 | 1.563 | 26,17 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 85.394 | 9,42 | 4.512 | 10,40 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 80.966 | 5,91 | 4.278 | 6,84 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8.137 | -0,99 | 430 | -0,23 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 40.812 | 10,47 | 2.152 | 11,21 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 149.693 | 15,21 | 7.874 | 15,71 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 52.436 | 2.771 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 25.663 | 9,65 | 1.356 | 10,69 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 79.260 | 2,51 | 4.188 | 3,41 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 430.686 | 1,92 | 23 | 0,00 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 36.199 | 1.913 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 106.568 | 13,15 | 5.631 | 14,15 | ||||
| 2025-04-07 | 13F | Tompkins Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5.966 | 34,95 | 313 | 36,24 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 320 | 54,59 | 17 | 60,00 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 149.510 | 7.900 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 64.448 | -4,20 | 3.405 | -3,35 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 138.888 | 81,35 | 7.339 | 84,19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 901.941 | 7,85 | 47.676 | 8,80 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 6.118 | -0,76 | 323 | 0,31 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 294.117 | 7,46 | 15.541 | 8,41 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4.285 | -36,86 | 226 | -36,34 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 614.700 | 32,63 | 32.481 | 33,79 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 10.418 | -0,20 | 550 | 0,73 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 147.259 | -25,23 | 7.781 | -24,33 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 55.306 | 15,00 | 2.922 | 16,83 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 266.788 | 5,29 | 14.097 | 6,22 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 20.118 | 1.063 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3.820 | 0,00 | 202 | 0,50 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 13.312 | -4,38 | 703 | -3,57 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 102.720 | 2,68 | 5.428 | 3,57 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 12.904 | 13,94 | 682 | 14,84 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 20.244 | -90,97 | 1.070 | -90,90 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 12.951 | 5,62 | 684 | 6,39 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4.399 | -74,08 | 232 | -73,90 | ||||
| 2025-04-15 | 13F | Collier Financial | 257 | -99,58 | 13 | -99,59 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 120.982 | 12,27 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 28.796 | 1,48 | 1.522 | 2,36 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29.424 | -48,10 | 1.555 | -47,66 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 21 | 0,00 | 1 | 0,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4.486 | 0,63 | 237 | 1,72 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 50.002 | 8,44 | 2.642 | 9,40 | ||||
| 2025-08-14 | 13F | Comerica Bank | 41.106 | 17,94 | 2.172 | 19,01 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 64.998 | 175,42 | 3.405 | 177,42 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 802 | -33,83 | 42 | -32,26 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 264.043 | 1,19 | 14 | 0,00 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 406.555 | 19,39 | 21.482 | 20,44 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 19.139 | 1.011 | ||||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 43.366 | 1,53 | 2.291 | 2,41 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 5.080 | 268 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 22.834.324 | 4,76 | 1.206.566 | 5,68 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 340.920 | 4,13 | 18.014 | 5,04 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 60 | 0,00 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 17.242 | 894 | ||||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 7.054 | -9,54 | 373 | -8,82 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 148.609 | 44,75 | 7.852 | 46,03 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 124.713 | 7,05 | 6.590 | 7,98 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 142.557 | 5,57 | 7.533 | 6,50 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 90.848 | 1.893,59 | 4.800 | 1.916,81 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 8.847 | 124,71 | 467 | 126,70 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 151.667 | 32,91 | 8.014 | 34,08 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 92.693 | 7,81 | 4.889 | 8,55 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 22.296 | 113,91 | 1.178 | 116,54 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5.879 | 311 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9.645 | -0,20 | 510 | 0,59 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 16.184 | 25,68 | 855 | 26,85 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8.182 | 6,27 | 432 | 7,20 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 11.102 | 5,63 | 587 | 8,72 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 133.867 | -13,38 | 7.074 | -12,63 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 269.272 | 5,28 | 14.228 | 6,20 | ||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20.636 | 4,12 | 1.091 | 6,97 | ||||
| 2025-08-01 | 13F | Oak Grove Capital LLC | 13.200 | -7,04 | 697 | -6,19 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 4.076 | 215 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.202.389 | 54,29 | 116.374 | 55,65 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9.645 | 0,28 | 1 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 70.213 | -1,61 | 3.710 | -0,72 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 100.653 | 1,84 | 5.319 | 2,74 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 23.344 | 15,32 | 1.233 | 16,32 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 11.395 | 8,68 | 602 | 9,65 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 45.647 | -1,78 | 2.412 | -0,94 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 60.546 | 5,18 | 3.199 | 6,10 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 50.716 | 2,65 | 2.680 | 3,56 | ||||
| 2025-05-15 | 13F | Emory University | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 54.544 | 88,06 | 2.877 | 91,73 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 35 | 750,00 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 96.567 | 331,72 | 5.105 | 336,61 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 57.941 | 2,38 | 3.062 | 3,27 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 32.213 | -38,25 | 1.702 | -37,70 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 64.139 | 52,15 | 3.389 | 53,49 | ||||
| 2025-04-15 | 13F | Alpha Omega Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | RDA Financial Network | 27.266 | 0,22 | 1.441 | 1,05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 393 | 469,57 | 21 | 566,67 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 13.271 | 0,03 | 701 | 1,01 | ||||
| 2025-08-14 | 13F | Lhm, Inc. | 534.508 | -55,38 | 28.243 | -54,99 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18.484 | 2.401,22 | 977 | 2.468,42 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 5.127 | 12,14 | 271 | 12,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 509.992 | 32,41 | 26.948 | 33,57 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 21.235 | 8,98 | 1.122 | 10,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 68.607 | 17,05 | 3.625 | 18,08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.145 | 64,04 | 60 | 66,67 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 596.557 | 2,21 | 31.522 | 3,10 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 19.517 | -17,51 | 1.031 | -16,79 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 12.012 | -30,98 | 635 | -30,41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 388.207 | 33,81 | 20.482 | 34,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 310.424 | 22,92 | 16.403 | 23,99 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 196.238 | -1,78 | 10.369 | -0,91 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 445 | 215,60 | 24 | 228,57 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 89.839 | 4.747 | ||||||
| 2025-05-05 | 13F | Dahring | Cusmano Llc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 74.227 | 11,26 | 3.922 | 12,25 | ||||
| 2025-05-02 | 13F | KM Capital Management Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1.021.563 | 1,33 | 53.979 | 2,22 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 216.001 | 3,27 | 11.413 | 4,18 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 102.377 | 454,83 | 5.410 | 459,94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4.831 | 5,94 | 255 | 7,14 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5.353 | 283 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 13.087 | 27,54 | 692 | 28,68 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 794.244 | 14,63 | 41.968 | 15,64 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 62.586 | 2,06 | 3.307 | 2,96 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 4.750 | -2,78 | 249 | -2,36 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 6.182 | 7,53 | 327 | 8,31 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6.564 | 10,41 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 10.328 | 15,02 | 546 | 15,96 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 550.345 | 9,63 | 29.080 | 10,60 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 48.363 | 0,37 | 2.556 | 1,27 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 89.040 | -1,89 | 4.705 | -1,03 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Asio Capital, LLC | 100.450 | 13,58 | 5.308 | 14,57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.149.509 | 8,52 | 60.740 | 9,47 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 739.581 | 15,62 | 39.079 | 16,64 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 7.188 | 10,19 | 380 | 11,14 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2.256.451 | 24,96 | 119.231 | 26,05 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 4.397 | 232 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 14.574 | 36,58 | 770 | 37,99 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 129.691 | 7,62 | 6.853 | 8,56 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 61.056 | 3,35 | 3.205 | 4,88 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1.425 | 0,00 | 75 | 0,00 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 26.447 | 1.397 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 87.637 | -59,98 | 4.631 | -59,63 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 313.862 | 5,50 | 16.584 | 6,43 | ||||
| 2025-07-11 | 13F | Williams Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 7.583 | 21,66 | 401 | 22,70 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 56.791 | 2,18 | 3.001 | 3,06 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5.721 | -0,78 | 302 | 0,00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 23.302 | 1.231 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 14.900 | -1,25 | 787 | -0,38 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 51.869 | 8,46 | 2.741 | 9,38 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11.451 | -0,60 | 605 | 0,17 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 102.287 | 2,93 | 5.405 | 3,82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 57.707 | 19,42 | 3.049 | 20,47 | ||||
| 2025-08-08 | 13F | Creative Planning | 27.452 | -16,45 | 1.451 | -15,75 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 188.128 | 155,54 | 9.941 | 157,78 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 5.644 | -1,07 | 298 | 0,00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 80.605 | 1,78 | 4.253 | 2,58 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 106.698 | 7,95 | 5.638 | 8,89 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1.480 | 0 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 286 | 0,00 | 15 | 7,14 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 35.310 | 1,23 | 1.866 | 2,08 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2.026.570 | 15,31 | 107 | 16,30 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 103 | 0,00 | 5 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 150.539 | 46,10 | 7.955 | 47,41 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 18.483 | -4,32 | 977 | -3,46 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 25.032 | -7,96 | 1.323 | -7,16 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 228.517 | 0,98 | 12.075 | 1,86 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5.689 | 301 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5.285 | 20,91 | 279 | 22,37 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 271.612 | -0,08 | 14.352 | 0,79 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 45.006 | 5,86 | 2.378 | 6,83 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5.046 | 26,53 | 267 | 28,50 | ||||
| 2025-07-31 | 13F | Avory & Company, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 4.248 | 224 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 75 | 1,35 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 31.521 | 3,14 | 1.666 | 4,06 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 24.507 | 3,00 | 1.295 | 3,85 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11.132 | -4,19 | 587 | -3,45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12.661 | -67,47 | 669 | -67,17 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 98.586 | -0,27 | 5.199 | 0,91 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 50.938 | 4,63 | 2.692 | 5,94 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2.304.249 | -3,43 | 121.757 | -2,59 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 22.864 | -4,75 | 1.208 | -3,90 | ||||
| 2025-05-12 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 19.348 | 3,31 | 1.022 | 4,29 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 44.860 | 13,01 | 2.370 | 14,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 24.461 | 893,54 | 1.293 | 909,38 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 57.329 | -22,81 | 3.029 | -22,13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 121.424 | 303,89 | 6.423 | 308,26 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 98.144 | -1,60 | 5.186 | -0,75 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 17.351 | 5,05 | 917 | 5,90 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 17.464 | 13,52 | 923 | 14,53 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 103.035 | 7,75 | 5.397 | 8,48 |
