Grundlæggende statistik
| Institutionelle ejere | 357 total, 357 long only, 0 short only, 0 long/short - change of 3,76% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4758 % - change of -7,89% MRQ |
| Institutionelle aktier (lange) | 157.901.007 (ex 13D/G) - change of 26,76MM shares 20,41% MRQ |
| Institutionel værdi (lang) | $ 2.897.097 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF (US:BSCR) har 357 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 157,901,007 aktier. Største aktionærer omfatter Lido Advisors, LLC, Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Laurel Wealth Advisors LLC, Bank Of America Corp /de/, UBS Group AG, Raymond James Financial Inc, Invesco Ltd., and Hartland & Co., LLC .
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF (NasdaqGM:BSCR) 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 8, 2025 is 19,76 / share. Previously, on September 9, 2024, the share price was 19,73 / share. This represents an increase of 0,13% 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
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | CRA Financial Services, LLC | 131.120 | 8,50 | 2.577 | 8,83 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 105.069 | 5,71 | 2.065 | 6,01 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 137.394 | 5,38 | 2.700 | 5,68 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1.617.265 | 3,24 | 31.779 | 3,56 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 37.202 | 235,30 | 731 | 236,87 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 242.104 | -1,77 | 4.757 | -1,47 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 792 | 16 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 362.645 | 5,91 | 7.143 | 6,49 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24.482 | -22,15 | 481 | -21,92 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 11.902 | 0,00 | 234 | 0,00 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 86.619 | 276,96 | 1.699 | 277,33 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 13.004 | 0,00 | 256 | 0,39 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16.104 | -2,29 | 316 | -1,86 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 709.191 | 4,19 | 13.936 | 4,52 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 276.241 | 3,58 | 5.428 | 3,91 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 31.429 | 7,86 | 618 | 8,25 | ||||
| 2025-07-28 | 13F | Tlwm | 1.159.357 | 1,01 | 22.781 | 1,32 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1.411 | 1.019,84 | 28 | 1.250,00 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 173.429 | -3,79 | 3.408 | -3,51 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 27.952 | -98,87 | 549 | -98,87 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 104.724 | 10,33 | 2.058 | 10,65 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 227.043 | 17,75 | 4.461 | 18,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.055.476 | -0,55 | 20.744 | -0,25 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 135.146 | 5,98 | 2.656 | 6,29 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14.968 | 294 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 28.145 | -1,49 | 1 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 339.004 | -15,22 | 6.661 | -14,96 | ||||
| 2025-07-24 | 13F | Eastern Bank | 22.125 | -72,96 | 435 | -72,93 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 322.223 | 1,36 | 6.332 | 1,67 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 185.160 | -50,13 | 3.641 | -49,94 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 70.078 | 1.376 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 844.898 | 8,71 | 16.602 | 9,04 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 74.691 | -2,14 | 1.468 | -1,87 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 802.891 | -7,71 | 16 | -11,76 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 63.067 | 7,01 | 1.239 | 7,37 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 711.259 | 4,84 | 13.976 | 5,17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8.882.353 | 2,71 | 174.538 | 3,02 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 27.672 | 67,66 | 544 | 68,11 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 3.960 | 0,00 | 78 | 0,00 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2.001 | 0,00 | 39 | 0,00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1.057 | -3,29 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 51.200 | 5,08 | 1.009 | 5,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4.815.374 | 1,24 | 94.622 | 1,55 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 52.951 | 3,93 | 1.040 | 4,21 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 51.119 | 1.004 | ||||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 80.055 | 1.573 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2.415.100 | 0,25 | 47.457 | 0,56 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 33.142 | -4,10 | 651 | -3,84 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3.035 | 0,00 | 60 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 50.357 | -19,85 | 990 | -19,59 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 251.093 | -8,94 | 4.934 | -8,67 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 173.053 | 4,75 | 3.400 | 5,07 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 13.276 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 16.023 | 0,00 | 315 | 0,32 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56.905 | 7,14 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 28.179 | 96,78 | 554 | 97,50 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 47.010 | 2,15 | 924 | 2,44 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4.000.991 | 10,91 | 78.619 | 11,25 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19.266 | -0,70 | 379 | -0,53 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 55.384 | 24,80 | 1.088 | 25,20 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 186.355 | 1,23 | 3.662 | 1,53 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 102.039 | 10,06 | 2.005 | 10,41 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1.615 | 0,00 | 32 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 269 | -14,06 | 5 | -16,67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 658 | 0 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.180 | -23,08 | 23 | -23,33 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 432.241 | 3,19 | 8.513 | 3,63 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 41.522 | 816 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 222.479 | -3,96 | 4.372 | -3,68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 200.699 | 4 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 46.712 | 4,48 | 918 | 4,80 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 32.982 | 0,56 | 648 | 0,93 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 61.863 | -4,31 | 1.216 | -4,03 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8.320 | 8,97 | 163 | 9,40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 316.725 | -17,50 | 6.224 | -17,26 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 174.068 | 4,53 | 3.420 | 4,84 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 29.023 | -4,93 | 570 | -4,68 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 177 | -71,63 | 3 | -75,00 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 40.410 | 1,55 | 794 | 1,93 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 47.700 | 64,28 | 934 | 67,38 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 25.265 | -27,54 | 497 | -27,38 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 390.775 | 3,98 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 101.114 | 2 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 116.613 | 0,53 | 2.292 | 0,84 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 748.053 | 1,76 | 14.699 | 2,08 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 4.375 | 0,00 | 86 | 0,00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 812.048 | -5,30 | 15.957 | -5,01 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5.142.382 | 1.914,23 | 262 | -94,78 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 50.644 | 3,28 | 995 | 3,65 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 18.370 | 361 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 137.240 | -14,90 | 2.697 | -14,66 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 44.489 | -1,86 | 874 | -1,58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12.607 | 0,00 | 248 | 0,41 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 343.326 | 4,25 | 6.746 | 4,57 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 439.971 | 2,17 | 8.645 | 2,49 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 30.631 | 86,51 | 602 | 87,23 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 205 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 496.580 | 0,29 | 9.758 | 0,60 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 17.278 | 54,56 | 340 | 55,50 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5.275 | 0,00 | 104 | 0,00 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 684.997 | 4,38 | 13.460 | 4,70 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 139.729 | 2.722 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 31.865 | 130,04 | 626 | 131,00 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 114.769 | 2,08 | 2.255 | 2,41 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 21.625 | 0,00 | 425 | 0,24 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 193.320 | 14,62 | 4 | 0,00 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 93.424 | -9,65 | 1.836 | -9,38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.419.533 | 4,56 | 27.894 | 4,88 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 205.294 | 0,55 | 4.034 | 0,88 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 37.879 | 188,84 | 744 | 190,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 243.148 | 58,35 | 4.778 | 58,81 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 46.113 | 3,44 | 906 | 3,78 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 622.372 | 4,10 | 12.230 | 4,42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6.224.885 | 4,84 | 122.319 | 5,16 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1.452.466 | -5,16 | 28.541 | -4,87 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 61.306 | 18,82 | 1.205 | 19,21 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 14.629 | 14,14 | 287 | 14,34 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 22.926 | 0,08 | 450 | 0,45 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 39.261 | 1,08 | 771 | 1,45 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 567.995 | 0,34 | 11.161 | 0,65 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 88.581 | -0,48 | 1.741 | -0,17 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 11.259 | 0,00 | 221 | 0,45 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 1.675.353 | 5,68 | 32.921 | 6,00 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 102.320 | -18,41 | 2.011 | -18,16 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 82.907 | 1,08 | 1.629 | 1,43 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 62.091 | 0,00 | 1.220 | 0,33 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-04-30 | 13F | Ramiah Investment Group | 17.744 | 31,71 | 348 | 32,44 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 15.824 | 10,69 | 311 | 11,47 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 417.584 | -0,03 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 30.443 | 0,00 | 598 | 0,34 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Moller Financial Services | 20.000 | 0,00 | 393 | 0,51 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 178.168 | 0,86 | 3.501 | 1,18 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 784.423 | 4,18 | 15.414 | 4,49 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 90.300 | 5,50 | 1.774 | 5,85 | ||||
| 2025-07-31 | 13F | United Community Bank | 5.500 | 0,00 | 108 | 0,93 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 67.181 | 7,88 | 1.320 | 8,29 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 67.105 | 1.319 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 7.418 | 0,00 | 146 | 0,69 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 72.014 | 610,06 | 1.415 | 614,65 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 21.335 | 12,67 | 419 | 13,24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 73.460 | 3,00 | 1.443 | 3,29 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1.028 | 0,00 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 36.297 | 1,24 | 713 | 1,57 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 17.696 | 6,39 | 348 | 6,77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 923.717 | 15,12 | 18 | 20,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13.185 | 0,00 | 259 | 0,39 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 507.778 | 2,22 | 9.978 | 2,53 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 61.897 | -2,97 | 1.216 | -2,64 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4.134 | 1,08 | 81 | 1,25 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 27.062 | -29,57 | 532 | -29,39 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 439.526 | 10,78 | 8.637 | 11,12 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1.060.598 | 7,09 | 20.841 | 7,41 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 218.666 | 5,96 | 4.297 | 6,28 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 6.383 | 125 | ||||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 301.243 | 6,87 | 5.919 | 7,21 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 90.975 | 9,32 | 1.788 | 9,63 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 1.725 | 0,47 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 24.418 | 1,01 | 480 | 1,27 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 54.846 | -0,70 | 1.078 | -0,46 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 9.781 | 0,00 | 192 | 0,52 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 16.125 | 42,66 | 317 | 42,34 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 88.408 | 9,36 | 1.737 | 9,73 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 18.950 | 372 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 2.410.055 | 5,36 | 47.358 | 5,68 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2.984.509 | 13,90 | 58.646 | 14,25 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 295.702 | 2,86 | 5.811 | 3,18 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 10.373 | 0,00 | 204 | 0,00 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 28.130 | -78,39 | 553 | -78,35 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 12.489 | 0,01 | 245 | 0,41 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 133.372 | -0,44 | 2.621 | -0,15 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 51.503 | -24,02 | 1.010 | -23,62 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 21.549 | 40,18 | 423 | 40,53 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 11.992 | 236 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 36.181 | 7,90 | 711 | 8,23 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 58.921 | 7,92 | 1.158 | 8,23 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 17.415 | -0,28 | 342 | 0,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 38.145 | 35,73 | 750 | 36,18 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 290.189 | 1,94 | 5.702 | 2,26 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 480.767 | 6,68 | 9.447 | 7,01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10.176 | 1.935,20 | 200 | 2.111,11 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 56.267 | 0,00 | 1.102 | 0,00 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 10.754 | 0,00 | 211 | 0,48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 67.311 | 2,16 | 1.323 | 2,48 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 10.336 | 0,44 | 203 | 1,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 282.553 | 5.552 | ||||||
| 2025-07-15 | 13F | Tenon Financial LLC | 137.728 | 4,99 | 2.706 | 5,33 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 380.773 | 218,33 | 7.482 | 219,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 132.649 | 495,29 | 2.607 | 497,71 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 27.110 | 0,00 | 1 | |||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 69.422 | 4,67 | 1.364 | 5,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.019 | 79 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 78.609 | 1,04 | 1.545 | 1,31 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 55.172 | 0,36 | 1.084 | 0,74 | ||||
| 2025-08-08 | 13F | Creative Planning | 153.256 | -4,35 | 3.011 | -4,05 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 263.792 | 5,05 | 5.184 | 5,37 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 115.980 | 1,61 | 2.279 | 1,92 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 19.653 | 22,90 | 0 | |||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 97.750 | 0,00 | 1.921 | 0,31 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 23.330 | 458 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 716 | 14 | ||||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1.525 | 0,00 | 30 | 0,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 62.695 | -20,55 | 1.232 | -20,32 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 949.611 | 0,02 | 18.649 | 0,25 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 42.289 | 21,76 | 831 | 22,06 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 158.046 | -2,96 | 3.106 | -2,66 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 29.694 | 583 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 75.007 | 129,91 | 1.474 | 130,52 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 231.231 | -32,31 | 4.544 | -32,10 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 14.719 | -26,29 | 289 | -26,09 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 44.280 | 870 | ||||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 46.186 | 0,00 | 908 | 0,33 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 130.524 | -4,59 | 2.565 | -4,29 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 102.579 | 1,16 | 2.016 | 1,46 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 10.159 | 0,00 | 200 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 196.108 | 4,91 | 3.854 | 5,24 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 25.828 | 4,20 | 508 | 4,54 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 189.438 | 20,26 | 3.722 | 20,65 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 58.306 | 3,53 | 1.146 | 4,00 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 66.710 | 0,00 | 1.311 | 0,31 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 40.461 | 11,08 | 795 | 11,50 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 10.864 | 213 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 47.368 | -1,50 | 931 | -1,27 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 35.349 | -27,45 | 695 | -27,25 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 319.044 | 1,67 | 6.269 | 1,98 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 901.386 | 6,76 | 17.711 | 7,07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7.265 | 7,85 | 143 | 8,40 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 3.023 | 0,00 | 59 | 0,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 428.670 | 8.423 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 12.002 | -0,23 | 236 | 0,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.426.509 | 0,23 | 47.681 | 0,53 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 145.721 | -0,85 | 2.863 | -0,56 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 27.241 | 13,20 | 535 | 14,32 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 198.093 | 8,19 | 3.893 | 8,53 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 515.237 | 0,00 | 10.093 | 0,00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 39.657 | -1,01 | 779 | -0,64 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 59 | 1 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 35.068 | -12,02 | 689 | -11,78 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 508.564 | 1,02 | 9.993 | 1,33 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 35.947 | 0,00 | 706 | 0,86 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 20.073 | 0,00 | 394 | 0,25 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 73.852 | -1,72 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 168.329 | 27,39 | 3.308 | 27,78 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 7.400 | 211 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20.300 | 7,80 | 399 | 8,15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 692.706 | 12,73 | 13.612 | 13,08 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4.846 | 0,00 | 95 | 1,06 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 62.785 | 2,13 | 1.234 | 2,41 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5.433 | 0,43 | 107 | 0,95 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 90.083 | -6,69 | 1.770 | -6,40 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 479.795 | 0,35 | 9.428 | 0,65 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 41.522 | 279,68 | 816 | 280,84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 241.046 | 20,01 | 4.737 | 20,45 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 24.373 | -2,13 | 479 | -1,85 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 15.276 | -24,42 | 300 | -24,05 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 122.772 | -44,43 | 2.412 | -44,27 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 17.885 | 3,24 | 351 | 3,54 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 52.410 | 38,46 | 1.030 | 39,62 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 380.731 | -0,20 | 7.481 | 0,11 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 128.310 | -0,69 | 2.521 | -0,36 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 28.040 | 0,50 | 551 | 0,73 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 14.589 | 110,43 | 287 | 111,85 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 16.051 | -5,07 | 315 | -4,83 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 114.033 | -0,01 | 2.241 | 0,27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 80.878 | 0,87 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 49.557.795 | 70,04 | 973.811 | 70,56 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 85.723 | -18,18 | 1.684 | -17,93 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 3.212 | 0,00 | 63 | 1,61 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 787 | 0,00 | 15 | 0,00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 336.298 | 3,33 | 6.608 | 4,01 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 7.982 | -18,36 | 157 | -18,32 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 555 | 0,00 | 11 | 0,00 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.524 | 30 | ||||||
| 2025-05-08 | 13F | Mesirow Financial Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 613.937 | 5,81 | 12 | 9,09 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1.973 | 39 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2.777.610 | 2,98 | 54.580 | 3,29 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 262.997 | 10,41 | 5.168 | 10,74 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 22.430 | -10,03 | 441 | -9,84 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 63.627 | 3,04 | 1.250 | 3,39 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 448.870 | -6,71 | 8.820 | -6,42 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 40.067 | 2,17 | 1 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4.061 | 0,00 | 80 | 0,00 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 32.841 | 135,00 | 645 | 136,26 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 33.799 | 110,87 | 664 | 112,14 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 44.181 | 868 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 242.656 | 11,34 | 4.768 | 11,69 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 33.613 | 0,05 | 660 | 0,30 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 30.660 | 0,99 | 601 | 1,52 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 30.044 | 7,89 | 590 | 8,26 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 27.710 | 5,93 | 545 | 6,25 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 944.028 | -11,58 | 18.550 | -11,30 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 210.523 | -0,65 | 4.137 | -0,36 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 10.122 | 0,00 | 199 | 0,00 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 1.493 | -8,29 | 29 | -6,45 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 266.894 | 4,05 | 5.244 | 4,38 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14.949 | 12,47 | 294 | 12,69 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 132.734 | 136,86 | 2.608 | 137,74 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 17.535 | -4,62 | 345 | -4,44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 86.194 | -37,83 | 1.694 | -37,67 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 45.719 | 0,00 | 898 | 0,34 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 334.549 | 4,03 | 6.574 | 4,35 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 18.672 | 0,00 | 367 | 0,27 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 57.312 | -0,26 | 1.126 | 0,09 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 18.700 | 23,03 | 367 | 23,57 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 269.466 | -1,79 | 5.295 | -1,49 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 84.539 | 1,49 | 1.661 | 1,84 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1.086.314 | 3,83 | 21.346 | 4,15 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 10.000 | 0,00 | 196 | 0,51 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 12.967 | -37,98 | 255 | -37,90 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 47.454 | -13,71 | 932 | -13,46 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 50.773 | 17,73 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 997 | 0,00 | 20 | 0,00 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 245.436 | 14,01 | 4.823 | 14,35 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 204.481 | 17,09 | 4.018 | 17,45 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 55.991 | 1,03 | 1.100 | 1,38 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 20.993 | 0,00 | 413 | 0,24 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 179.761 | 10,95 | 3.532 | 11,31 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 373.666 | 2,60 | 7.343 | 2,92 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 200.579 | 0,23 | 3.941 | 0,54 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 30.500 | -0,26 | 599 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.148 | -3,93 | 23 | -4,35 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 15.758 | 55,77 | 310 | 56,06 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 437.196 | 4,02 | 8.591 | 4,34 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 51 | 1 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 54.796 | -1,42 | 1.077 | -1,10 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10.868 | -0,70 | 214 | -0,47 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 9.300 | 210,00 | 183 | 213,79 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 442 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 80.757 | -32,56 | 1.590 | -32,17 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 75.825 | 45,50 | 1.490 | 45,98 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 331.295 | 0,00 | 6.510 | 0,29 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 749.951 | 23,08 | 14.737 | 23,46 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 177.805 | 1,46 | 3.494 | 1,75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32.547 | 89,41 | 638 | 89,88 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 64.421 | 10,90 | 1.266 | 11,26 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 162.917 | 0,01 | 3.201 | 0,47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 127.781 | 9,69 | 2.511 | 9,99 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 16.368 | 0,00 | 322 | 0,31 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 76.078 | 1,85 | 1.495 | 2,12 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 173.665 | 21,13 | 3.413 | 21,51 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 174.244 | 15,44 | 3.424 | 15,80 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 20.731 | 6,47 | 407 | 6,82 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 859.800 | -30,75 | 16.895 | -30,54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1.298.090 | 13,28 | 26 | 13,64 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 14.200 | -42,04 | 279 | -41,75 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 244.051 | 0,11 | 4.796 | 0,42 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1.350 | 0,00 | 27 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3.650.888 | -6,27 | 71.740 | -5,99 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 42.859 | 1,94 | 842 | 2,31 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 26.383 | 0,72 | 518 | 0,97 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 30.131 | 0,23 | 592 | 0,68 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1.085.086 | 15,59 | 21.322 | 15,94 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 512.527 | 4,64 | 10.071 | 4,96 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 7.509 | -75,59 | 148 | -75,58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5.250.884 | 4,41 | 103.180 | 4,73 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 16.195 | 7,82 | 318 | 8,16 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 500 | 0,00 | 10 | 0,00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 10.494 | -1,39 | 206 | -0,96 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 131.491 | 8,82 | 2.584 | 9,13 |
