Grundlæggende statistik
| Institutionelle ejere | 334 total, 334 long only, 0 short only, 0 long/short - change of 4,70% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4588 % - change of -7,15% MRQ |
| Institutionelle aktier (lange) | 108.155.787 (ex 13D/G) - change of 10,71MM shares 10,99% MRQ |
| Institutionel værdi (lang) | $ 3.586.975 USD ($1000) |
Institutionelt ejerskab og aktionærer
Capital Group Core Equity ETF (US:CGUS) har 334 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 108,155,787 aktier. Største aktionærer omfatter LPL Financial LLC, Envestnet Asset Management Inc, Raymond James Financial Inc, Morgan Stanley, Cetera Investment Advisers, Capital Group Private Client Services, Inc., Northwestern Mutual Wealth Management Co, Jones Financial Companies Lllp, Commonwealth Equity Services, Llc, and Wells Fargo & Company/mn .
Capital Group Core Equity ETF (ARCA:CGUS) 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 39,30 / share. Previously, on September 16, 2024, the share price was 33,70 / share. This represents an increase of 16,62% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Merit Financial Group, LLC | 122.226 | 16,87 | 4.514 | 29,20 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 42.666 | 55,62 | 1.576 | 72,13 | ||||
| 2025-04-17 | 13F | Cornerstone Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 159.403 | 2,44 | 5.887 | 13,26 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 10.064 | 0,80 | 372 | 11,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.447.626 | 61,67 | 53.461 | 78,75 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 21.483 | -7,29 | 793 | 2,59 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 750.208 | 7,23 | 27.705 | 18,56 | ||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 514 | 0,00 | 19 | 5,88 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9.633 | 26,68 | 356 | 40,32 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 34.249 | 0,76 | 1.265 | 11,37 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 57.722 | -15,62 | 2.167 | -5,17 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 24.567 | -0,61 | 907 | 9,94 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 16.856 | -0,18 | 622 | 10,48 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 222.851 | 6,36 | 8.230 | 17,81 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 70.874 | 0,92 | 2.617 | 11,60 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1.000 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 103.409 | 12,72 | 3.819 | 24,61 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 264.366 | 12,73 | 9.763 | 24,66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1.199.797 | 4,19 | 44.309 | 15,21 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 51.326 | 12,55 | 1.895 | 24,43 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 18.338 | -29,72 | 677 | -22,27 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8.795 | 325 | ||||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 332.972 | -2,13 | 12.296 | 8,21 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 15.170 | 11,14 | 560 | 23,08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3.137.696 | 6,52 | 115.875 | 17,78 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 267.142 | 21,87 | 9.866 | 28,70 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 60.558 | 0,32 | 2.236 | 10,91 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 6.689 | -1,47 | 247 | 9,29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 116.048 | 4.286 | ||||||
| 2025-08-14 | 13F | Florida Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 185.471 | 8,14 | 6.849 | 19,57 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 4.412.415 | 2,88 | 162.951 | 13,75 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 22.025 | -23,08 | 813 | -14,96 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 15.678 | 1,79 | 579 | 12,45 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 16.282 | 15,42 | 601 | 27,60 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 580.783 | 3,77 | 21 | 16,67 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 21.458 | 3,79 | 792 | 14,78 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 456.595 | 21,38 | 16.888 | 34,67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 380.451 | 10,51 | 14.050 | 22,18 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 19.620 | 21,48 | 725 | 34,32 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15.933 | 67,10 | 588 | 84,91 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 288.796 | -19,77 | 10.703 | -11,19 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 48.842 | -3,49 | 1.804 | 6,69 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 12.343 | 0,64 | 457 | 11,46 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 33.013 | 16,41 | 1.219 | 28,72 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.337 | 0,24 | 456 | 11,25 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 15.876 | 5,65 | 586 | 16,97 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 3.134 | 0,00 | 116 | 10,58 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 253.557 | 28,59 | 9.364 | 42,19 | ||||
| 2025-08-07 | 13F | Commerce Bank | 5.419 | -19,35 | 200 | -10,71 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 389.756 | 7,57 | 14.589 | 20,55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.922.030 | -2,67 | 70.980 | 7,62 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 194.938 | 24,09 | 7.199 | 37,23 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 788.011 | 20,79 | 29.101 | 33,56 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 40.581 | 6,66 | 1.499 | 17,95 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 267.169 | 44,00 | 9.867 | 59,23 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 61.102 | -0,92 | 2.256 | 9,57 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 10.729 | 2,43 | 396 | 13,47 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 470.078 | 27,42 | 17.360 | 40,89 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 28.329 | 9,33 | 1.046 | 20,92 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 35 | 0,00 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 31.269 | 1,29 | 1.155 | 11,93 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 1.790 | 66 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 7.430 | -9,45 | 274 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13.415 | 1,92 | 495 | 12,76 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 978.124 | 3,03 | 36.122 | 13,92 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 15.691 | 45,95 | 579 | 61,28 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 240.929 | 3,34 | 8.425 | 8,19 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 118.786 | 6,79 | 4.387 | 18,06 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 48.669 | 2,89 | 1.797 | 13,81 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 16.300 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 7.989 | -1,69 | 295 | 8,86 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 105.829 | -16,44 | 3.908 | -7,61 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9.092 | -13,95 | 337 | -4,82 | ||||
| 2025-08-19 | 13F | Cim, Llc | 11.182 | 57,54 | 413 | 73,84 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 15.579 | 3,60 | 575 | 14,54 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 647.391 | 8,65 | 23.908 | 20,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.099 | 19,46 | 78 | 32,76 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 57.850 | 14,38 | 2.136 | 26,47 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 37.230 | 7,37 | 1.375 | 17,04 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 12.396 | 458 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 14.308 | -63,95 | 528 | -60,15 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 673.845 | -1,09 | 25.242 | 10,93 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1.154.988 | 8,29 | 42.654 | 19,74 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 294.083 | 0,36 | 10.860 | 10,96 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 17.216 | 33,51 | 636 | 47,67 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 112.396 | -6,75 | 4.151 | 3,11 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 52.568 | 23,63 | 1.941 | 36,69 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 197 | 0,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 121.874 | 11,30 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 48.184 | 21,05 | 1.779 | 33,86 | ||||
| 2025-08-14 | 13F | Challenger Wealth Management | 272.601 | 7,81 | 10.067 | 19,21 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 12.409 | 458 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 10.792 | -16,77 | 399 | -8,08 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 10.185 | 376 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1.541 | 0,00 | 57 | 9,80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4.826.699 | 25,59 | 178.250 | 38,86 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 18.388 | 0,01 | 679 | 10,59 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 2.234 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 26.870 | 2,19 | 992 | 16,16 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 692 | 5,49 | 26 | 19,05 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 14.616 | -0,22 | 540 | 10,22 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 64.850 | 7,64 | 2.429 | 34,72 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 548.695 | 23,63 | 20 | 42,86 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1.828.484 | 6,90 | 67.526 | 18,20 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 26.742 | 7,68 | 988 | 27,03 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 24.482 | 18,67 | 904 | 31,20 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1.338.685 | 33,84 | 49.438 | 47,98 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 34.646 | -16,65 | 1.279 | -9,68 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 49.265 | 40,30 | 1.819 | 55,20 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 2.332 | 149,41 | 86 | 177,42 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2.886 | 166,73 | 0 | |||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 59.030 | -50,10 | 2.180 | -44,85 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 7.201 | 1 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 115.045 | -6,98 | 4.249 | 2,83 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 145.220 | -29,89 | 5.363 | -22,49 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 119.540 | 11,21 | 4.415 | 22,95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 557 | 21 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5.503 | 203 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 32 | 1 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 266.668 | -0,30 | 9.848 | 10,24 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14.073 | 149,12 | 1 | |||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 25.081 | -14,05 | 926 | -4,93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2.493.713 | 10,01 | 92 | 22,67 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2.770 | 0,00 | 102 | 24,39 | ||||
| 2025-05-15 | 13F | MAI Capital Management | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 23.011 | -4,37 | 850 | 5,73 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8.416 | 0,00 | 311 | 10,32 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17.338 | 5,93 | 1 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 2.329 | 0,60 | 86 | 11,69 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 886 | -9,78 | 30 | -14,71 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 127.590 | 15,88 | 4.712 | 28,33 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 297 | 11 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 253.233 | -53,93 | 9.352 | -49,06 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 138.737 | 162,43 | 5.124 | 190,25 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 108.032 | 17,24 | 3.990 | 29,64 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.076 | 40 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11.156 | -13,48 | 412 | -4,42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 142.452 | 28,06 | 5.261 | 41,59 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 849.562 | 109,73 | 31.374 | 131,90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13.898 | 513 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 987 | 0,00 | 36 | 12,50 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 180.809 | 5,32 | 6.677 | 16,45 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2.505 | 14,91 | 93 | 27,78 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 153.458 | -13,98 | 5.667 | -4,88 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 50.430 | 15,42 | 1.862 | 27,62 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 69 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16.186.883 | 9,10 | 597.782 | 20,63 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 32.713 | 0,00 | 1.208 | 10,62 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 145.839 | 9,85 | 5.386 | 23,88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 92.317 | 130,67 | 3.409 | 155,16 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 16.725 | 0,24 | 618 | 10,77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.845.225 | 46,01 | 141.660 | 61,53 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5.668.346 | 8,63 | 209.332 | 20,11 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6.981 | 258 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 11.095 | -11,46 | 410 | -2,15 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 160.000 | 11,61 | 5.909 | 23,39 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 18.585 | -53,08 | 686 | -48,11 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 9.148 | 799,51 | 337 | 891,18 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 50.455 | 9,14 | 1.863 | 20,66 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 22.791 | 57,26 | 842 | 73,76 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 232.010 | 13,50 | 8.568 | 25,50 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27.806 | 61,95 | 1.027 | 79,06 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 381.380 | -0,49 | 14.084 | 10,02 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 78.156 | 1,61 | 2.886 | 12,34 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 13.068 | 1,59 | 483 | 12,35 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 41.906 | 0,50 | 1.570 | 22,67 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 64.835 | -5,19 | 2.401 | 4,85 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 54.362 | 36,33 | 2.008 | 43,97 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 140.501 | 1.807,17 | 5.189 | 2.008,94 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 27.026 | 97,24 | 998 | 118,38 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1.188 | 0,17 | 44 | 10,26 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 932.782 | 5,85 | 34.448 | 17,03 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 382.889 | 18,86 | 14.140 | 31,42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.757.275 | 16,42 | 64.400 | 27,72 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 23.406 | 154,16 | 864 | 181,43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 25.000 | 163,60 | 923 | 192,09 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 85.417 | 11,49 | 3.154 | 23,30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1.115 | 197,33 | 41 | 241,67 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 27.697 | 97,88 | 1.023 | 118,84 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 16.300 | -61,83 | 602 | -57,85 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 283.714 | 10.478 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 18.392 | 58,39 | 679 | 75,45 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 34.302 | 59,51 | 1.267 | 76,32 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 21.256 | 10,75 | 785 | 22,31 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3.978 | -38,08 | 147 | -31,78 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 200 | 0,00 | 7 | 16,67 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 132.159 | -0,96 | 4.893 | 9,51 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 108.747 | 4 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 24.292 | 1 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 53.330 | 0,00 | 1.969 | 10,56 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 12.125 | -16,99 | 448 | -8,21 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 26.662 | 124,54 | 985 | 148,48 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 184.004 | -12,64 | 6.795 | -3,40 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 54.239 | 2.003 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8.088 | -57,61 | 299 | -53,22 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 35.996 | 0,98 | 1.329 | 11,68 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2.465 | 0,00 | 91 | 10,98 | ||||
| 2025-08-14 | 13F | Acas, Llc | 5.212 | 201 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1.174.544 | 7,28 | 43.376 | 18,62 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 99.445 | 0,91 | 3.672 | 11,58 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 264.597 | 4,74 | 9.772 | 15,81 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17.295 | -2,88 | 639 | 7,41 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 47.500 | 0,00 | 1.754 | 10,59 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 32.360 | 9,89 | 1.195 | 21,57 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 9.736 | 360 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 39.152 | 35,15 | 1.446 | 49,43 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1.805 | 0,28 | 67 | 10,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 387.686 | 0,96 | 14.317 | 11,62 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 56.857 | 9,95 | 2.100 | 21,54 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 435 | -75,28 | 16 | -74,14 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 28.975 | 1.070 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 22.540 | -52,82 | 832 | -47,84 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 10.590 | -1,93 | 391 | 8,61 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 55.855 | 4,59 | 2.063 | 15,65 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12.455 | -21,10 | 460 | -12,90 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 18.424 | 2,24 | 1 | |||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 5.839 | 216 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 53.631 | 12,99 | 1.981 | 24,92 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 95.366 | -0,92 | 3.522 | 9,55 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 13.900 | 513 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 31.211 | 0,12 | 1.153 | 10,66 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 20.108 | -4,68 | 743 | 5,40 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 31.539 | 15,06 | 1.165 | 27,21 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 43.182 | 7,65 | 1.595 | 19,04 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 35.575 | 125,34 | 1.314 | 149,15 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 109.461 | 11,10 | 4 | 33,33 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 5.560 | 205 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 402.564 | 6,79 | 14.867 | 18,08 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 14.293 | 4,66 | 528 | 15,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 139.386 | 19,10 | 5.148 | 31,70 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 412.211 | 0,48 | 15.223 | 11,09 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7.553 | -13,43 | 279 | -4,47 | ||||
| 2025-04-08 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Beacon Financial Group | 8.979 | 0,03 | 332 | 10,70 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9.374 | 10,59 | 346 | 22,26 | ||||
| 2025-08-07 | 13F | PFG Advisors | 109.197 | 0,51 | 4.033 | 11,14 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 62.571 | -2,10 | 2.311 | 8,25 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 13.999 | 6,88 | 517 | 18,08 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8.156 | 2,77 | 301 | 13,58 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 450 | 17 | ||||||
| 2025-08-13 | 13F | Capital International Investors | 33.275 | 0,01 | 1.229 | 10,53 | ||||
| 2025-08-14 | 13F | Comerica Bank | 12.200 | 3,66 | 451 | 14,50 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 108.403 | -26,63 | 4.139 | -16,13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 136.665 | 20,14 | 5 | 66,67 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 18.139 | 7,41 | 670 | 18,62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 465.996 | 50,48 | 17.209 | 66,40 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 169.565 | 16,63 | 6.247 | 29,02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5.008.826 | 14,95 | 184.976 | 27,09 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6.356 | 24,02 | 235 | 36,84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8.520 | -3,80 | 315 | 6,44 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 318 | 12 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 139.941 | 1,08 | 5.168 | 11,79 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 124.932 | 26,97 | 4.647 | 50,63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10.327.349 | 13,62 | 381.389 | 25,63 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 16.053 | 0,00 | 593 | 10,45 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 12.802 | 90,59 | 473 | 110,71 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 93.425 | 63,57 | 3.450 | 80,91 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 557 | 4,90 | 21 | 17,65 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 21.275 | 89,53 | 786 | 109,89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 411.239 | 1,99 | 15.187 | 12,77 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5.989 | -12,95 | 221 | -3,49 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 44.621 | 16,67 | 1.648 | 28,97 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 88.604 | 37,07 | 3.272 | 51,55 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 12.551 | -11,81 | 464 | -2,53 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9.559 | -0,42 | 319 | -4,78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3.032.309 | 11,03 | 112 | 21,98 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 68.256 | 0,02 | 2.521 | 10,57 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 33.719 | 4,57 | 1.245 | 15,71 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 9.736 | 360 | ||||||
| 2025-07-07 | 13F | Trust Co | 840 | 0,00 | 31 | 10,71 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 7.739 | -67,82 | 286 | -64,51 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 403.211 | 12,99 | 13.467 | 7,92 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 9.925 | 0,00 | 367 | 10,57 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12.745 | -15,44 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 306 | 0,00 | 11 | 10,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 852.157 | 6,14 | 31.470 | 17,36 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 826.422 | -17,82 | 30.520 | -9,14 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 262.404 | -46,54 | 9.691 | -40,90 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 44.258 | 10,81 | 1.634 | 22,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3.415.953 | 7,31 | 126 | 18,87 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 409 | 0,00 | 15 | 15,38 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 175.829 | 8,03 | 6 | 20,00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 85 | 0,00 | 3 | 50,00 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 34.142 | 1.261 | ||||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 7.523 | -14,48 | 278 | -5,46 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 55.598 | 3,02 | 2.053 | 13,93 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 86.113 | 40,12 | 3.180 | 54,97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 29.374 | 51,30 | 1.085 | 67,28 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 42.441 | 1.567 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 37.341 | 11,06 | 1.379 | 22,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 847.182 | 14,85 | 31.286 | 26,99 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 11.135 | 0,25 | 411 | 11,08 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5.690 | 210 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6.030 | 223 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 138.283 | 16,96 | 5 | 66,67 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 193.476 | 32,32 | 7.449 | 55,78 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 21.081 | 82,96 | 779 | 102,60 | ||||
| 2025-08-04 | 13F | Balentine LLC | 29.107 | 0,00 | 1.075 | 10,49 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 27.702 | -2,21 | 1.023 | 8,14 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 314.621 | 7,21 | 11.619 | 18,54 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8.004 | -64,89 | 296 | -61,24 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 43.159 | -3,77 | 1.594 | 6,34 | ||||
| 2025-08-07 | 13F | Nwam Llc | 12.975 | 11,35 | 496 | 27,25 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 9.484 | 23,09 | 350 | 36,19 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 19.090 | -9,77 | 705 | -0,28 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 6.818 | 0,40 | 252 | 11,06 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 38.786 | 12,97 | 1.432 | 31,14 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 221.166 | -31,05 | 8.168 | -23,77 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3.965 | 6,53 | 146 | 17,74 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 186.633 | 8,83 | 6.892 | 20,34 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 22.796 | 24,98 | 842 | 38,10 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 443.816 | 2,12 | 16.390 | 12,91 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 192 | 0,00 | 7 | 16,67 | ||||
| 2025-07-18 | 13F | Vicus Capital | 14.937 | 68,17 | 552 | 86,15 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 12.280 | -27,46 | 454 | -19,82 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 15.936 | 14,24 | 589 | 26,45 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 83.904 | -6,48 | 3.099 | 3,40 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 52.778 | 16,65 | 1.950 | 29,05 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 105.721 | 34,58 | 3.915 | 48,82 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 13.493 | -2,41 | 498 | 3,11 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 7.487 | 276 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 19.286 | 712 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 11.828 | -80,07 | 437 | -78,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23.663 | 26,67 | 874 | 40,13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.865.009 | 8,81 | 142.735 | 20,31 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 32.528 | -31,16 | 1.201 | -23,89 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 12.065 | 0 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10.936 | 404 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 11.835 | 2,03 | 438 | 12,89 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 115.626 | 23,42 | 4.270 | 36,47 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 900 | 0,00 | 33 | 10,00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 330 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 653 | -74,94 | 24 | -72,41 | ||||
| 2025-08-08 | 13F | Creative Planning | 25.191 | 0,43 | 930 | 11,11 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 9.461 | 0,00 | 349 | 10,79 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 9.782 | -3,42 | 361 | 6,80 |
