Grundlæggende statistik
| Institutionelle ejere | 546 total, 546 long only, 0 short only, 0 long/short - change of 8,96% MRQ |
| Gennemsnitlig porteføljeallokering | 1.1151 % - change of 5,15% MRQ |
| Institutionelle aktier (lange) | 377.014.209 (ex 13D/G) - change of 46,04MM shares 13,91% MRQ |
| Institutionel værdi (lang) | $ 13.722.294 USD ($1000) |
Institutionelt ejerskab og aktionærer
Capital Group Dividend Value ETF (US:CGDV) har 546 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 377,014,209 aktier. Største aktionærer omfatter LPL Financial LLC, TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A, Capital International Investors, Raymond James Financial Inc, Envestnet Asset Management Inc, Morgan Stanley, Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Advance Capital Management, Inc., and Cetera Investment Advisers .
Capital Group Dividend Value ETF (ARCA:CGDV) 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 12, 2025 is 41,94 / share. Previously, on September 16, 2024, the share price was 35,76 / share. This represents an increase of 17,28% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 269.954 | 10.660 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 643.338 | 7,45 | 25.405 | 19,05 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 300 | 0,00 | 12 | 10,00 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 19.961 | 0,69 | 788 | 11,61 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 29.073 | 1.148 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 38.489 | 2,65 | 1.566 | 20,02 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 63.756 | 10,88 | 2.518 | 22,84 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 62.653 | -4,66 | 2.474 | 5,64 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 276.899 | -9,40 | 10.935 | 0,39 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 325.059 | 21,01 | 13.194 | 37,08 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 74.260 | -0,07 | 2.933 | 10,73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6.884.253 | 7,36 | 271.859 | 18,96 | ||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 21.469 | 0,00 | 848 | 10,72 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 500 | -43,82 | 20 | -38,71 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 35.119 | 74,06 | 1.440 | 104,55 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 98.333 | 23,67 | 3.883 | 37,06 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 256.792 | 6,89 | 10.141 | 18,43 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 15.829 | 6.083,20 | 1 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 48.504 | -72,71 | 1.915 | -69,76 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 13.051 | -25,91 | 515 | -17,86 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 218.252 | 3,64 | 8.619 | 14,83 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 376.817 | -0,17 | 14.881 | 10,62 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 27.958 | 29,14 | 1.104 | 43,19 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 862.641 | 60,79 | 34.066 | 78,16 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 181.062 | 12,60 | 7.150 | 24,78 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 9.746 | 385 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11.974 | 297,81 | 473 | 341,12 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 38.287 | 2,45 | 1.512 | 13,52 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 9.645 | 13,98 | 381 | 26,25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11.517.846 | 11,71 | 454.840 | 23,78 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 8.679.595 | 5,56 | 342.757 | 16,97 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 97.845 | 711,99 | 3.864 | 800,47 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 747 | 29 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 197.689 | 139,14 | 7.807 | 164,97 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 321.347 | 118,20 | 13 | 140,00 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 54.231 | 5,70 | 2.142 | 17,12 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1.440.012 | 18,52 | 57.034 | 32,31 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 28.321 | 12,57 | 1.118 | 24,78 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 9.698 | 0,30 | 383 | 11,05 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 31.806 | 28,18 | 1.256 | 42,08 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14.358 | 4,25 | 567 | 15,51 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 983.194 | 2,05 | 38.826 | 13,61 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 68.559 | -1,50 | 2.707 | 9,15 | ||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Clg Llc | 256.744 | 193,15 | 10.139 | 224,83 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 396.577 | 0,20 | 16.053 | 13,81 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 400.065 | 53,56 | 15.798 | 70,15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 24.241 | 129,97 | 957 | 155,20 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 7.245 | -3,73 | 286 | 6,72 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 25.480 | 1,77 | 1.006 | 12,78 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 9.486 | 0,00 | 375 | 10,65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.200.583 | -3,16 | 47.411 | 7,31 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 381.882 | 0,85 | 15.081 | 11,75 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 7.509 | 2,19 | 297 | 12,98 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 24.921 | 984 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64.889 | 11,66 | 2.562 | 23,71 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 128 | 42,22 | 5 | 66,67 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 77.077 | 1,59 | 3 | 50,00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 8.279 | 0,66 | 327 | 11,26 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12.293 | -14,06 | 485 | -4,72 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5.248 | -52,96 | 207 | -47,86 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 12.188.851 | -4,37 | 481.338 | 5,96 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 415.270 | 9,83 | 16.399 | 21,70 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 119.322 | 30,27 | 5 | 33,33 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 756.871 | 101,63 | 29.889 | 123,41 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 85.041 | 118,52 | 3.358 | 142,28 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 15.810 | 0,22 | 624 | 11,03 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 209.690 | -3,95 | 8.308 | 6,46 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 33.456 | 45,54 | 1.321 | 61,29 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 550.697 | -5,24 | 21.747 | 5,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 11.906 | 470 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 424 | 0,00 | 17 | 6,67 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 427.919 | 16.899 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12.089 | 11,85 | 477 | 23,90 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 247.459 | 5,44 | 9.772 | 16,83 | ||||
| 2025-08-15 | 13F | 44 Wealth Management Llc | 30.098 | 1.189 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 439.158 | 16,11 | 17.342 | 27,18 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 29.915 | -58,33 | 1.181 | -53,83 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 53 | -47,00 | 2 | -33,33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.651.638 | 2,00 | 66.363 | 15,00 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 20.534 | -27,06 | 811 | -19,24 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 150.813 | 11,69 | 5.956 | 23,75 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 447.743 | 2,46 | 18 | -99,89 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 317.753 | -45,26 | 12.548 | -39,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1.939.344 | 73,07 | 76.585 | 91,77 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 16.102 | 104,39 | 636 | 126,79 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 20.209 | 42,21 | 798 | 57,71 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 9.196 | 363 | ||||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 14.321 | 566 | ||||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 39.628 | -8,44 | 1.565 | 1,43 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7.520 | 21,02 | 297 | 33,94 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 30.436 | 229,97 | 1.202 | 265,05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 146.958 | -0,10 | 5.803 | 14,12 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 24.193 | 955 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 19.676 | 4,68 | 777 | 15,99 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 16.405 | -2,72 | 648 | 15,12 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 48.100 | 5,03 | 1.933 | 32,15 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 266.355 | 2,35 | 10.518 | 13,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2.334.502 | 17,21 | 92 | 31,43 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 111.640 | 3,19 | 3.979 | 4,30 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 784 | 0,38 | 31 | 11,11 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1.169.992 | 21,09 | 46.203 | 34,17 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 530.527 | 269,34 | 20.951 | 309,26 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 319.425 | 91,53 | 12.614 | 252.180,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 31.541 | 20,83 | 1.246 | 33,87 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 82.745 | 26,84 | 3.268 | 40,52 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 20.346 | 29,42 | 803 | 43,39 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 188.067 | 11,58 | 7 | 20,00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7.775 | -42,05 | 307 | -35,77 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 381.298 | 15.057 | ||||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 218.694 | 7,55 | 8.636 | 19,17 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 9.942 | 1 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 223.224 | 1,55 | 8.815 | 12,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5.785.215 | 15,58 | 228 | 28,09 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 5.199 | 205 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 4.501 | 17,80 | 178 | 30,15 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 7.000 | 276 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 740 | 0,00 | 29 | 11,54 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 2.515 | -9,76 | 99 | 0,00 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 690 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 34.886 | 2.109,37 | 1.378 | 2.358,93 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 12.423 | 491 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 106.857 | 63,64 | 4.220 | 81,31 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 170 | 7 | ||||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 95.457 | 10,90 | 3.770 | 23,70 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.050 | 0,00 | 41 | 10,81 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 545.634 | 91,99 | 21.547 | 112,75 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 586.209 | -1,22 | 23.149 | 9,45 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1.330.582 | 106,64 | 52.545 | 128,97 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 14.888 | -12,66 | 1 | |||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 14.797 | 0,18 | 604 | 21,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 42.860.196 | 45,53 | 1.692.549 | 61,25 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 32.690 | 10,35 | 1.291 | 22,27 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 169.605 | -76,92 | 6.698 | -74,43 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 10.630 | 864,61 | 421 | 976,92 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 613.404 | 12,15 | 24.223 | 24,27 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 12.435 | 0,00 | 491 | 10,84 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 63.633 | 20,95 | 2.513 | 33,97 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 21.719 | 56,74 | 858 | 73,83 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 565.462 | 1.198,09 | 22.330 | 1.338,79 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 39.950 | 1,20 | 1.578 | 12,16 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 2.784 | 0,07 | 110 | 10,10 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 686.813 | 9,71 | 27.122 | 21,56 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 156.010 | 2,68 | 6.161 | 13,76 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 80.825 | 27,47 | 3.248 | 56,03 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3.333 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11.981 | 6,80 | 473 | 18,55 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 5.290 | 209 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 22.270 | 22,69 | 879 | 36,07 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 33.576 | 11,39 | 1.326 | 23,37 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 153.756 | 34,86 | 6.072 | 49,42 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 371.570 | -6,58 | 14.673 | 3,51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 434.236 | -12,43 | 17.148 | -2,97 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 351.837 | 179,62 | 13.902 | 209,90 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 111.193 | 5,87 | 4.391 | 17,31 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 17.842 | 1,75 | 705 | 12,82 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 16.545 | 58,45 | 653 | 75,54 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 77.242 | 14,13 | 3.050 | 26,45 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 206.484 | 1.993,95 | 8.154 | 2.223,08 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 770 | 0,00 | 30 | 11,11 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 11.045 | -5,58 | 438 | 4,55 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 29.027 | 59,62 | 1.146 | 73,11 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 260.771 | -1,97 | 10.298 | 8,62 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 8.288 | 327 | ||||||
| 2025-08-12 | 13F | FreeGulliver LLC | 254.317 | 10.043 | ||||||
| 2025-05-07 | 13F | JSF Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | tru Independence LLC | 8.822 | 0,14 | 348 | 11,18 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 16.387 | -4,26 | 647 | 6,07 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 110.044 | 10,59 | 4.346 | 22,53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 235.225 | 9.354,38 | 9.289 | 10.455,68 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 36.652 | 12,87 | 1.447 | 25,06 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5.219 | 206 | ||||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 10.450 | 413 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 302.592 | -8,75 | 11.949 | 1,10 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 2.150 | 795,83 | 84 | 950,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 5.306 | 210 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2.196 | -76,11 | 86 | -73,70 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 128.269 | -8,79 | 5.065 | 1,08 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 114.223 | 4.511 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 141.686 | 75,34 | 5.595 | 94,34 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 37.038 | 12,49 | 1.463 | 24,64 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Capital Planning LLC | 9.057 | -77,71 | 359 | -75,34 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 26.080 | 31,72 | 1.030 | 45,96 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 253.873 | 12,49 | 10.025 | 24,64 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 163.663 | 6.463 | ||||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 7.870 | -0,73 | 311 | 9,93 | ||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 877.731 | 5,64 | 34.662 | 17,05 | ||||
| 2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 222.549 | 8,04 | 8.788 | 19,71 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 21.231 | 48,79 | 838 | 64,96 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4.638 | 24,91 | 183 | 38,64 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 42.633 | 1,17 | 1.684 | 12,13 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 12.435 | 0,69 | 491 | 11,59 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 380.357 | 15.020 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 171.932 | -18,74 | 6.790 | -9,96 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 17.507 | 691 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 559.204 | 13,13 | 22.083 | 25,35 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 73.300 | -0,51 | 2.895 | 10,25 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 6.038 | 0,00 | 238 | 10,70 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7.935 | -7,71 | 313 | 2,29 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9.902 | 1,15 | 391 | 12,36 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 28.502 | 1,89 | 1.126 | 12,95 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 51.135 | 3,85 | 2.019 | 15,11 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 5.409 | 214 | ||||||
| 2025-08-13 | 13F | Capital International Investors | 23.691.285 | -0,11 | 935.569 | 10,68 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 71.442 | 3,51 | 2.821 | 14,72 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 121.075 | -13,53 | 4.914 | -1,52 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 44.836 | -2,24 | 1.776 | 8,36 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 6.888 | 8,46 | 272 | 19,82 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 138.047 | 7,19 | 5.445 | 19,18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 95.966 | 63,32 | 4 | 50,00 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 11.824 | 0,00 | 467 | 10,69 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 244.142 | 4,51 | 9.641 | 15,81 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 74.695 | 2.959 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 91.228 | 4,73 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 12.831 | -10,48 | 507 | -0,78 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 53.958 | 1,12 | 2.131 | 12,05 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 175.150 | 6,78 | 6.917 | 18,30 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 182.982 | 94,19 | 7.226 | 115,16 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 40.619 | -20,02 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 5.150 | 101,96 | 203 | 125,56 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 103.417 | 3,60 | 4.084 | 14,79 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 251.185 | 64,55 | 9.919 | 82,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13.179.947 | 23,09 | 520.476 | 36,38 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 50.846 | 6,28 | 2.008 | 17,71 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 50.183 | 2 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9.188 | 6,06 | 363 | 17,53 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 18.147 | 0,00 | 717 | 10,84 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 17.533 | -59,03 | 692 | -54,62 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58.224 | 38,12 | 2.299 | 53,06 | ||||
| 2025-08-14 | 13F | Betterment LLC | 141.063 | 10,89 | 6 | 25,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3.128 | 0,00 | 124 | 10,81 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 19.161 | -3,05 | 757 | 7,39 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 10.112 | 0,31 | 399 | 11,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 797.777 | 0,20 | 31.504 | 11,02 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 58.180 | 2.298 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 780.803 | -37,72 | 30.834 | -30,99 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 120.055 | 17,13 | 4.753 | 30,69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9.864.666 | 6,21 | 390 | 17,52 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 70.356 | 14,43 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 568.141 | 4,33 | 22.436 | 15,60 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 125.618 | 9,49 | 4.961 | 21,30 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 50.789 | -19,16 | 2.006 | -10,45 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5.270.920 | 3,53 | 208.149 | 20,78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 96.869 | 1,01 | 3.825 | 11,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 97.038 | 47,31 | 3.832 | 63,27 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 273.091 | 2,22 | 10.784 | 13,27 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 11.449 | 12,52 | 452 | 27,32 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 21.407 | -1,02 | 845 | 9,74 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 7.345 | 291 | ||||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 396.664 | 5,78 | 15.664 | 17,21 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 30.935 | 54,36 | 1.222 | 71,01 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 269.121 | 7,17 | 10.628 | 18,74 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 1.550 | 0,00 | 61 | 10,91 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 26.028 | 40,95 | 1.028 | 56,08 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 5.434 | 215 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3.296.914 | 1,70 | 130.195 | 12,68 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2.431 | 4,33 | 96 | 15,66 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 51 | 0,00 | 2 | 100,00 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 58.217 | 8,76 | 2.299 | 20,50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 123.821 | 8,25 | 4.890 | 19,95 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4.734 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 68.327 | 26,02 | 2.698 | 39,65 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 44.982 | -3,57 | 1.776 | 6,86 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 240.152 | -11,54 | 9.486 | -1,98 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 63.797 | 140,73 | 2.519 | 169,70 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 16.080 | 1,66 | 635 | 12,61 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 9.076 | 23,45 | 358 | 36,64 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 299.229 | -1,05 | 11.817 | 9,64 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 229.373 | 106,26 | 9.058 | 128,54 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 746.269 | -23,48 | 29.470 | -15,21 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6.804 | -94,03 | 269 | -93,40 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1.984 | 78 | ||||||
| 2025-07-14 | 13F | BetterWealth, LLC | 219.370 | 7,66 | 8.663 | 19,28 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 410 | -38,53 | 16 | -30,43 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14.367 | 5,73 | 568 | 17,11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 167.593 | -31,08 | 6.618 | -23,64 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 55.985 | 0,41 | 2.211 | 11,22 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 169.094 | 12,09 | 6.678 | 24,20 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 482.130 | 2,35 | 19.039 | 13,41 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 21.997 | 59,23 | 869 | 76,06 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2.387.880 | 2,59 | 94.297 | 13,67 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 342.952 | -6,70 | 13.543 | 3,38 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 161.037 | 1,26 | 6.359 | 12,19 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 298.904 | 31,24 | 11.804 | 45,41 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 104.611 | -1,72 | 4.131 | 8,91 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 443.987 | 17,03 | 17.533 | 29,68 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 31.626 | -0,03 | 1.249 | 10,74 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 298.484 | 53,08 | 11.787 | 69,62 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 77.814 | -4,13 | 3.073 | 6,22 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 22.507 | -2,55 | 889 | 8,69 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 46.341 | 12,19 | 1.830 | 24,32 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8.041 | 318 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2.881.541 | 48,03 | 113.792 | 64,02 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 6.494 | -50,50 | 256 | -45,18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 22.753 | 19,71 | 899 | 32,64 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 14 | 1.200,00 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 12.452 | 6,55 | 492 | 18,03 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 74.290 | -6,08 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 120.179 | 0,68 | 4.746 | 11,54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37.464 | 1.479 | ||||||
| 2025-04-21 | 13F | Bricktown Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 44.779 | 1.774 | ||||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 196.343 | -9,12 | 8 | 0,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 95.347 | 7,45 | 3.765 | 19,07 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 198.313 | -1,69 | 7.831 | 8,93 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 272.431 | 19,83 | 10.758 | 34,21 | ||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 86.994 | 120,30 | 3.435 | 144,14 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 5.854 | 231 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 9.984 | 1,57 | 405 | 15,71 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 518.164 | 20.462 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 17.565 | 8,57 | 694 | 20,31 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 105.632 | 4.171 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 86.405 | 14,50 | 3.412 | 26,89 | ||||
| 2025-07-17 | 13F | KWB Wealth | 200.054 | 58,24 | 7.130 | 59,95 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 63.540 | 603,34 | 2.509 | 679,19 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 14.279 | 14,78 | 564 | 27,09 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 33.054 | 48,80 | 1.305 | 64,98 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 48.808 | 3,77 | 1.927 | 14,98 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1.600 | 595,65 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 877.929 | -16,98 | 34.929 | -7,53 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 502.516 | 761,74 | 19.844 | 854,96 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3.650 | 0,00 | 144 | 10,77 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 12.128 | 25,90 | 479 | 39,36 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15.821 | 18,25 | 627 | 30,96 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 9.001 | -4,55 | 355 | 5,65 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5.029.430 | 21,90 | 198.612 | 35,07 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 130.169 | 149,35 | 5.140 | 176,34 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1.562.415 | -14,26 | 61.700 | -4,99 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 48.114 | -8,00 | 1.953 | 4,78 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 25.464 | 12,39 | 1.006 | 24,54 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 7.274 | 0,00 | 288 | 10,81 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 813.532 | 8,75 | 32.126 | 20,49 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 225.272 | 0,26 | 8.896 | 11,09 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 479.521 | 140,68 | 18.936 | 166,70 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 91.283 | 3,08 | 3.219 | 1,96 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 12.501 | 17,40 | 494 | 30,08 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 641.829 | 2,31 | 25.346 | 13,36 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 81.487 | -5,90 | 3.218 | 4,24 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 8.615 | 13,64 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 103.312 | 2,80 | 4.080 | 13,91 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 5.201 | 205 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 60.025 | 4,65 | 2.370 | 15,95 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5.772 | 228 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.419 | 40,23 | 96 | 55,74 | ||||
| 2025-08-19 | 13F | Cim, Llc | 11.030 | 96,16 | 436 | 117,50 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 135.098 | 39,23 | 5.335 | 54,28 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 5.662 | 0,16 | 224 | 10,95 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 54.895 | 278,72 | 2.168 | 319,96 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 593.030 | 125,64 | 23.419 | 150,03 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 20.656 | 27,00 | 816 | 40,76 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 229.848 | 10,81 | 9.077 | 22,78 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5.734 | 226 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 29.260 | 1.158 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 19.353.624 | 11,52 | 764.275 | 23,57 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5.139 | 203 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5.307 | 210 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 83.680 | 97,85 | 3.305 | 119,24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 219.475 | 6,49 | 8.667 | 18,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5.993 | 237 | ||||||
| 2025-06-26 | NP | TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23.815.272 | 1,04 | 832.106 | -3,94 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Challenger Wealth Management | 482.775 | 6,61 | 19.065 | 18,12 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 30.203 | 1.228 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 16.555 | 0,00 | 654 | 10,68 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 941.590 | 3,81 | 37.183 | 15,02 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1.733.365 | -0,60 | 68.451 | 10,14 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 85.518 | -8,05 | 3.377 | 1,90 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 7.393 | -7,86 | 303 | 2,36 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 655.383 | 0,59 | 25.881 | 11,46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11.850.016 | 17,10 | 467.957 | 29,75 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.197.514 | 0,31 | 47.290 | 11,15 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 74.645 | 3,93 | 2.948 | 15,16 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 382.873 | 6,85 | 15.629 | 22,38 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 123.862 | 21,24 | 4.891 | 34,33 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 2.571 | 102 | ||||||
| 2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 68.164 | 10,32 | 2.692 | 22,21 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 669.544 | -2,84 | 26.440 | 8,82 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 253.286 | -26,86 | 10.002 | -18,78 | ||||
| 2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 560 | 0,00 | 22 | 15,79 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 126.191 | 38,85 | 4.983 | 53,84 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 630.009 | 57,11 | 24.879 | 74,09 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1.047.176 | 5,34 | 41.354 | 16,72 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 34 | 1 | ||||||
| 2025-05-14 | 13F | Colonial Trust Co / SC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 97 | 4 | ||||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 7.643 | 0,00 | 302 | 10,66 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.343 | 180,60 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 10.900 | 6,42 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 832 | 14,76 | 33 | 39,13 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 75 | 1,35 | 0 | |||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 365.335 | 22,11 | 14.427 | 35,31 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 614.337 | -2,19 | 24.260 | 8,38 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 292.642 | -4,86 | 11.556 | 5,42 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 26.908 | 21,46 | 1 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 2.605 | -65,34 | 93 | -65,28 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 5.162 | 204 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 75.782 | 7,07 | 2.993 | 18,64 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 48.436 | 645,74 | 1.913 | 727,71 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 25.883 | 6,16 | 1.022 | 17,74 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 861.670 | 3,42 | 34.027 | 14,59 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 190.069 | 6,64 | 7.506 | 18,15 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 1.033.003 | 24,68 | 40.793 | 38,15 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 89.010 | 48,93 | 3.515 | 64,98 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 21.885 | 47,70 | 864 | 81,51 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 465 | 10,98 | 18 | 28,57 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.113.000 | 5,44 | 43.952 | 16,83 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 287.535 | -1,12 | 11.355 | 9,55 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 37.354 | 0,01 | 1.475 | 10,82 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 7.093 | 0,01 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9.413 | 23,01 | 372 | 36,40 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 21.650 | 0,00 | 855 | 10,77 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 636.005 | 18,12 | 25.116 | 30,88 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 737.966 | 27,83 | 29.142 | 41,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5.646.393 | 42,74 | 222.694 | 58,72 | ||||
| 2025-07-29 | 13F | Creekside Partners | 7.794 | 24,56 | 308 | 38,29 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 209.408 | 22,84 | 8.270 | 39,40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 165.017 | -0,01 | 6.517 | 10,80 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 300 | 12 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5.351 | 211 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 774 | 0,00 | 31 | 14,81 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 299.302 | 24,64 | 11.819 | 38,10 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 5.153 | 203 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 66.130 | 69,00 | 2.611 | 87,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 126.439 | 61,45 | 4.993 | 78,90 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 32.107 | -9,56 | 1.268 | 0,16 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 211.779 | 2,61 | 8 | 14,29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 15.348.105 | 34,79 | 606.097 | 49,35 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 24.811 | 1 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 136.294 | -1,25 | 5.400 | 9,45 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 1.298.522 | 7,42 | 51.279 | 19,03 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 74.138 | 85,45 | 2.928 | 105,55 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 86.284 | 30,93 | 3.407 | 45,10 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 45.822 | 6,78 | 1.810 | 18,31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6.706.769 | 15,76 | 264.300 | 27,99 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 12.390 | 49,28 | 489 | 65,76 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 10.740 | 424 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 190.710 | 108,15 | 7.531 | 130,63 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 24.011 | 139,58 | 948 | 165,55 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 94.693 | 3.739 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 195.566 | 10,70 | 7.723 | 22,65 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 5.927 | -94,44 | 234 | -93,84 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 85.858 | -10,70 | 3.069 | -9,44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10.608 | 419 | ||||||
| 2025-04-21 | 13F | PUREfi Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 373.339 | -3,33 | 14.743 | 7,12 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 41.756 | -22,76 | 1.647 | -16,40 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 86.255 | 34,57 | 3.406 | 49,12 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1.631 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 1.180 | 0 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 14.125 | 557 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4.344.269 | 17,95 | 171.555 | 30,69 | ||||
| 2025-04-15 | 13F | Signet Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3.454 | -25,32 | 136 | -17,07 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 51.166 | 1,31 | 2.021 | 12,28 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 36.137 | 260,58 | 1.427 | 299,72 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 73.076 | 2,01 | 2.886 | 13,00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 52.573 | 2,29 | 2.076 | 13,38 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 38.578 | -20,20 | 1.523 | -11,61 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 34.956 | -75,61 | 1.380 | -72,98 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 149.492 | -19,57 | 5.903 | -10,87 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 916.258 | 21,68 | 36.183 | 34,83 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 228.000 | 9.004 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 11.620 | 54,32 | 459 | 70,90 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 138.271 | -4,43 | 5.460 | 5,90 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 1.968.586 | 2,43 | 77.739 | 13,50 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 627.232 | -0,78 | 24.769 | 9,93 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.072.946 | 5,90 | 42.401 | 17,35 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 39.868 | 15,23 | 1.598 | 29,52 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 23.718 | 9,21 | 937 | 20,93 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6.780 | -11,13 | 268 | -1,48 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 64.938 | -0,41 | 2.566 | 10,42 | ||||
| 2025-08-14 | 13F | Florida Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 392.614 | 6,11 | 15.504 | 17,58 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 26.494 | 9,43 | 1.065 | 23,43 | ||||
| 2025-08-07 | 13F | PFG Advisors | 307.246 | 128,09 | 12.133 | 152,77 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 501.329 | 30,10 | 19.797 | 44,16 | ||||
| 2025-07-18 | 13F | Vicus Capital | 9.837 | 36,02 | 388 | 50,97 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.522 | 26,83 | 60 | 42,86 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 489.545 | 5,86 | 19.332 | 17,86 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.660.349 | -33,41 | 65.567 | -26,22 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 8.250 | 9,16 | 326 | 20,82 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8.993 | 355 | ||||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 1.950.863 | -8,73 | 77.040 | 1,13 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 15.380 | 56,70 | 607 | 73,93 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 13.870 | -17,06 | 548 | -8,07 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 13.192 | 521 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 49.395 | 110,74 | 1.951 | 133,53 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 736 | 29 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 278 | 11 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 9.738 | 0,00 | 385 | 10,66 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 299.430 | 48,18 | 12.001 | 77,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 16.720.692 | 9,95 | 660.300 | 21,83 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150.670 | 16,27 | 5.950 | 28,82 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 10.625 | 21,40 | 420 | 39,20 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2.151 | 85 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 749.909 | 13,92 | 29.614 | 26,22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4.500.964 | 12,46 | 178 | 24,65 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8.976 | 4,35 | 354 | 15,69 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 28.981 | 20,54 | 1.144 | 33,64 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Paces Ferry Wealth Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 17.559 | 3,10 | 693 | 14,36 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 24.333 | 12,91 | 961 | 25,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7.881 | 23,60 | 311 | 37,00 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 5.966 | -1,58 | 236 | 8,80 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 16.440 | 0,53 | 586 | 1,56 | ||||
| 2025-07-07 | 13F | Trust Co | 824 | 0,00 | 33 | 10,34 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 31.604 | 1.248 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 195.159 | -0,46 | 7.707 | 10,29 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 12.632 | 3,32 | 499 | 14,48 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 69.566 | 2.747 | ||||||
| 2025-08-14 | 13F | Kmt Wealth Management, Llc | 6.187 | 0,00 | 244 | 10,91 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 29.096 | -50,77 | 1.150 | -45,44 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 658.288 | 6,03 | 23.461 | 7,17 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 57.517 | -0,39 | 2.271 | 10,40 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1.113 | 0,00 | 44 | 10,26 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 13.330 | 66,62 | 526 | 84,56 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 236.410 | 16,33 | 9.336 | 28,90 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 8.340 | 0,00 | 329 | 10,77 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 101.343 | 5,70 | 4.002 | 17,12 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 475.869 | -0,54 | 18.792 | 10,20 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 199.446 | -58,60 | 8 | -58,82 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 414.150 | 204,48 | 16.633 | 243,14 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1.172.718 | 1,32 | 46.311 | 12,26 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 281.682 | 110,47 | 11.124 | 132,50 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2.005 | 4.790,24 | 79 | 7.800,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 5.269 | 208 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3.423.179 | 11,69 | 135.182 | 23,76 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 58.217 | 2.299 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 258.222 | 18,53 | 10.197 | 31,34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 194.888 | 10,07 | 8.041 | 30,77 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 39.991 | 2 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 285.215 | 5,03 | 11.711 | 22,66 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 89.969 | 256,51 | 3.553 | 295,11 | ||||
| 2025-08-04 | 13F | Balentine LLC | 131.411 | 0,00 | 5.189 | 10,81 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 900 | 0 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 26.993 | 23,32 | 1.066 | 36,54 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 861.124 | 34.006 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 287.498 | -50,30 | 11.353 | -44,93 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 340.960 | 0,14 | 13.464 | 10,95 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.690.263 | 49,46 | 67 | 65,00 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 8.869 | 18,52 | 350 | 31,58 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 60.551 | -30,65 | 2.391 | -23,14 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 9.050 | 0,00 | 357 | 10,87 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 82.984 | 21,83 | 3.288 | 35,05 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15.328.061 | 10,82 | 605.305 | 22,79 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10.930 | 62,67 | 432 | 80,33 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 11.244 | -0,26 | 445 | 10,70 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 53.608 | 22,83 | 2.117 | 36,08 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 18.685 | 738 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 191 | 8 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 176.540 | 6.972 | ||||||
| 2025-08-08 | 13F | Creative Planning | 33.817 | 12,46 | 1.335 | 24,65 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 12.553 | -1,45 | 496 | 9,27 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 22.233 | 5,75 | 878 | 17,09 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 110.113 | 4 |
