Grundlæggende statistik
| Institutionelle ejere | 333 total, 333 long only, 0 short only, 0 long/short - change of 6,37% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2238 % - change of 7,78% MRQ |
| Institutionelle aktier (lange) | 44.543.669 (ex 13D/G) - change of 0,42MM shares 0,95% MRQ |
| Institutionel værdi (lang) | $ 1.927.329 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund (US:DEM) har 333 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 44,543,669 aktier. Største aktionærer omfatter Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, LPL Financial LLC, Ameriprise Financial Inc, Creative Planning, UBS Group AG, Envestnet Asset Management Inc, Kestra Investment Management, LLC, and Commonwealth Equity Services, Llc .
WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund (ARCA:DEM) 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 47,10 / share. Previously, on September 16, 2024, the share price was 43,08 / share. This represents an increase of 9,33% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | National Asset Management, Inc. | 8.016 | 0,06 | 363 | 12,04 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.187 | 54 | ||||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 241.854 | 10,71 | 10.954 | 19,16 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 6.775 | 0,00 | 285 | 4,01 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 4.739 | 215 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4.741 | 215 | ||||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 285.552 | -0,36 | 12.933 | 7,25 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 226 | 100,00 | 10 | 150,00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 3.147 | 143 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 6.686 | 303 | ||||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 2.000 | 0,00 | 91 | 8,43 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 13.940 | 2,56 | 631 | 10,51 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 22.463 | -8,72 | 1.017 | -1,74 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 60 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 11.042 | 0,00 | 500 | 7,76 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 255.213 | 52,49 | 11.559 | 64,13 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 83 | 4 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 6.775 | 307 | ||||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 10.699 | 0,00 | 485 | 7,56 | ||||
| 2025-05-14 | 13F | Entrewealth, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 580 | 172,30 | 26 | 225,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 10.414 | 4,45 | 472 | 12,41 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 34.647 | -0,60 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 6.600 | 0,00 | 299 | 7,58 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.777 | 0,00 | 80 | 8,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16.464 | 746 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 56 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 261 | 0,00 | 12 | 10,00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 867 | 0,00 | 39 | 8,33 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 69.237 | -4,17 | 3.136 | 3,13 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27.154 | 2,83 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14.172 | 31,86 | 642 | 41,81 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 134 | 185,11 | 6 | 150,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 601 | 27 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 271.359 | 0,29 | 12.290 | 7,95 | ||||
| 2025-05-15 | 13F | Federation des caisses Desjardins du Quebec | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 7.968 | -14,01 | 361 | -7,46 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1.165 | -4,90 | 53 | 1,96 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1.500 | 0,00 | 68 | 8,06 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 4.803 | -1,90 | 218 | 5,34 | ||||
| 2025-04-22 | 13F | Wolff Wiese Magana Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 48.355 | 97,67 | 2.190 | 112,73 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24.318 | 29,39 | 1.101 | 39,37 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8.523 | 0,00 | 390 | 8,94 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 143 | 6 | ||||||
| 2025-04-23 | 13F | Williams Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 31.697 | -1,73 | 1.436 | 5,75 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 36.554 | 0,00 | 1.656 | 7,61 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 95.822 | 33,12 | 4.340 | 43,30 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9.337 | 24,11 | 423 | 33,54 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 15.902 | -16,15 | 720 | -9,77 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 9.368 | 4,80 | 424 | 12,50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5.580.798 | -1,40 | 252.754 | 6,12 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 35.212 | -12,03 | 1.595 | -5,34 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 10 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.662 | 11,77 | 75 | 20,97 | ||||
| 2025-05-14 | 13F | Green Harvest Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 5.312 | -6,71 | 241 | 0,42 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 117.624 | 30,11 | 5.327 | 40,04 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 8.176 | -1,21 | 370 | 6,32 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 619.107 | 4,39 | 28.039 | 12,35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12.045 | 11,30 | 544 | 19,34 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 8.067 | 365 | ||||||
| 2025-07-14 | 13F | Bank & Trust Co | 232 | 0,00 | 11 | 11,11 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1.250 | 0,00 | 57 | 7,69 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 322 | 92,81 | 15 | 100,00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 10.680 | 60,75 | 484 | 73,12 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.997 | -0,99 | 136 | 6,30 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 38.802 | 14,29 | 1.757 | 23,04 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 25.331 | -23,66 | 1.147 | -17,84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 117.162 | -0,41 | 5.306 | 7,19 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 109.604 | 6,06 | 4.964 | 14,14 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-29 | NP | DGS - WisdomTree Emerging Markets SmallCap Dividend Fund N/A | 15.554 | -90,32 | 704 | -90,04 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 148.010 | 18,80 | 6.703 | 27,87 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3.459 | 157 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 33.237 | 1,31 | 2 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 113.208 | 78,22 | 4.990 | 86,57 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12.907 | -3,15 | 585 | 4,29 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14.274 | 12,37 | 646 | 20,97 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26.584 | -0,75 | 1.204 | 6,74 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.513 | 11,79 | 114 | 20,21 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | BancorpSouth Bank | 13.372 | -0,41 | 606 | 7,08 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.989 | 50,59 | 181 | 62,16 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 6.295 | -4,01 | 0 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 5.246 | 0,00 | 238 | 7,73 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 317 | 0,00 | 14 | 7,69 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 600 | 27 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 15.500 | -24,59 | 702 | -18,87 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 7.205 | 5,26 | 326 | 13,19 | ||||
| 2025-04-30 | 13F | Narus Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 5.086 | -3,42 | 230 | 4,07 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 1.243 | 157,88 | 56 | 180,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9.290 | 0,03 | 421 | 7,69 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2.588 | 66,43 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 486 | 371,84 | 22 | 450,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | NP | GINX - SGI Enhanced Global Income ETF | 64.703 | -7,37 | 2.831 | -1,70 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1.600 | 0,00 | 72 | 7,46 | ||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 23.130 | 1.048 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 6.899 | 0,16 | 314 | 8,30 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10.555 | -3,55 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 61.818 | 42,63 | 3 | 100,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 4.469 | 201 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 6.131 | 278 | ||||||
| 2025-05-05 | 13F | STAR Financial Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 175 | 0,00 | 8 | 0,00 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 18.302 | -15,91 | 741 | -22,57 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 200 | 0,00 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 108 | 0,00 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4.606 | 209 | ||||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 9.648 | -26,96 | 437 | -21,44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 592.480 | 10,22 | 26.833 | 18,64 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1.760 | 0,00 | 80 | 6,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 352.246 | 63,82 | 15.953 | 76,33 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 422.475 | -3,93 | 19.134 | 3,39 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 9.804 | 50,32 | 444 | 62,04 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-13 | 13F | Northern Trust Corp | 28.245 | 0,00 | 1.279 | 7,66 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 8.000 | 362 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8.066 | 365 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 17.016 | -1,57 | 771 | 5,91 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 7.666 | -17,19 | 347 | -10,80 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10.430 | 0,00 | 472 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 19.861 | 9,10 | 899 | 17,36 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 61.314 | -0,90 | 2.777 | 6,65 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 105 | 0,00 | 5 | 0,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 363 | 0,00 | 16 | 6,67 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 33.395 | -88,14 | 1.512 | -87,23 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 29 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 552 | 0,00 | 25 | 8,70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 99.242 | 5,37 | 4 | 33,33 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1.148 | 0,00 | 52 | 6,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.879.208 | 2,28 | 85.109 | 10,08 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11.938 | 16,84 | 541 | 25,87 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 117.276 | -6,28 | 4.935 | -2,61 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7.323 | 1,72 | 332 | 9,60 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6.857 | 37,47 | 311 | 48,33 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 126.142 | 1,88 | 5.816 | 9,10 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1.676 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 9.990 | 10,66 | 452 | 19,26 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 4.900 | -33,78 | 225 | -27,65 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 166.507 | -5,96 | 7.541 | 1,22 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 8.697 | 394 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.792 | 0,00 | 126 | 7,69 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 68 | 3 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2.322.519 | -1,28 | 105.167 | 6,22 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8.457 | -9,68 | 383 | -2,54 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 322 | -3,59 | 15 | 0,00 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 8.565 | -2,28 | 388 | 5,16 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 21.881 | -8,91 | 991 | -1,98 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 24.841 | 12,00 | 1.125 | 20,58 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9.402 | -21,49 | 426 | -15,51 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4.481 | 203 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10.475 | 6,38 | 474 | 14,49 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 6.639 | -0,66 | 301 | 6,76 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 51.093 | 4,29 | 2.314 | 12,23 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 5.729 | 4,01 | 259 | 12,12 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 115 | 10,58 | 5 | 25,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 11.223 | -2,82 | 508 | 4,74 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 3 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 407.117 | 0,30 | 18.438 | 7,95 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 26.361 | 1,00 | 1.194 | 8,65 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3.840 | 72,97 | 174 | 86,02 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 78 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6.099 | -5,68 | 276 | 1,47 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 32.551 | -4,90 | 1.474 | 2,36 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 31.138 | -2,05 | 1.410 | 5,46 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 18.659 | 1,22 | 845 | 9,03 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 28.554 | -2,00 | 1.293 | 5,46 | ||||
| 2025-08-29 | NP | DNL - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A | 562 | -77,38 | 25 | -75,96 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 14.179 | 642 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4.624 | 209 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7.536 | 20,21 | 341 | 29,66 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 38.906 | 29,31 | 1.762 | 39,18 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 22.810 | -1,21 | 1.033 | 6,39 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 26.004 | 4,00 | 1.178 | 11,88 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10.486 | 86,02 | 475 | 100,00 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5.207 | -1,49 | 236 | 5,86 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 103.181 | 4.673 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 37.403 | -1,17 | 1.694 | 6,34 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.802 | 4,40 | 82 | 12,50 | ||||
| 2025-04-23 | 13F | Balboa Wealth Partners | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 9.722 | 20,55 | 440 | 29,79 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7.810 | -3,82 | 354 | 3,52 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8.980 | 12,19 | 407 | 20,83 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 12.450 | 564 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 72 | 1,41 | 3 | 50,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 65.151 | -57,14 | 2.951 | -53,88 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 4.869 | 221 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7.568 | -24,85 | 343 | -19,15 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 535.984 | 8,44 | 24.275 | 16,71 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 79 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 14 | 0,00 | 1 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125.718 | 2,30 | 5.694 | 10,09 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 22.312 | -35,69 | 1.010 | -30,82 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 9.273 | 10,37 | 420 | 18,70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3.740 | 1,33 | 169 | 13,42 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 142 | 0,00 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14.466 | 655 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 28 | 0,00 | 1 | 0,00 | ||||
| 2025-05-13 | 13F | Invenio Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 28.752 | -3,43 | 1.302 | 3,99 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 94.085 | 16,21 | 4.261 | 25,10 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 405.021 | 6,51 | 18.343 | 14,64 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 143.904 | -0,00 | 6.517 | 7,63 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 10.865 | 6,70 | 492 | 14,95 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 20.755 | 5,06 | 940 | 13,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 182.572 | 42,14 | 8.269 | 52,97 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 112.937 | -3,12 | 5.115 | 4,26 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4.960 | 1,27 | 225 | 8,74 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 972 | -4,80 | 44 | 4,76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8.593 | -6,99 | 389 | 0,26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102.666 | 101,46 | 4.650 | 116,84 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 5.905 | 0,00 | 267 | 7,66 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2025-04-10 | 13F | Rialto Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7.818 | 4,62 | 354 | 12,74 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 15 | 0,00 | 1 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 800 | 0,00 | 34 | 3,13 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 40.704 | -3,33 | 1.844 | 4,07 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 14.415 | -0,91 | 653 | 6,54 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 17 | 0,00 | 1 | |||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 580 | 0,00 | 26 | 8,33 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 7.738 | 350 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1.103 | 0,00 | 50 | 6,52 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 66.764 | -3,78 | 3.024 | 3,56 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5.118 | 1,93 | 232 | 9,48 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 4.864 | 0,16 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5.093 | 4,09 | 231 | 12,20 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 8.125.421 | 1,72 | 368.000 | 9,48 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 29.248 | 6,55 | 1.325 | 14,63 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 5.710 | -35,35 | 259 | -30,46 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 45.010 | 3,35 | 2.039 | 11,24 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 440 | -8,14 | 20 | -5,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 7.306 | 0,29 | 331 | 7,84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6.556 | 37,30 | 297 | 53,37 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 6.457 | -15,55 | 291 | -9,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11.223 | -0,58 | 508 | 7,17 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 47.955 | -10,13 | 2.172 | -3,29 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 240.428 | 3,20 | 11 | 11,11 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 150,00 | 0 | |||||
| 2025-08-25 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 128.748 | 9,31 | 5.831 | 17,64 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 2.619 | 0,89 | 118 | 8,26 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 135.379 | 1,83 | 6.131 | 9,60 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 7.517 | -10,05 | 340 | -3,13 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Romano Brothers And Company | 15.050 | 1,35 | 682 | 9,13 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 23 | -79,82 | 1 | -75,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 652.588 | -2,51 | 30 | 3,57 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 221.794 | -2,59 | 10.045 | 4,84 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1.019 | 0,00 | 46 | 9,52 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 300 | 0,00 | 14 | 8,33 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 10.700 | 0,00 | 485 | 7,56 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 13.000 | 124,14 | 589 | 140,98 | |||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 25.881 | 28,95 | 1.172 | 38,86 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 154.035 | 6.976 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 63 | 0,00 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 2.900 | 0,00 | 131 | 7,38 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 819 | 196,74 | 37 | 236,36 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 8.202 | -3,37 | 371 | 3,92 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7.943 | 45,32 | 360 | 56,09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 165.411 | 10,45 | 7.491 | 18,96 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 10.644 | -10,99 | 482 | -0,41 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8.865 | -6,99 | 402 | 0,00 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 15.316 | 12,60 | 694 | 21,15 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9.126 | 4,37 | 413 | 12,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.523.584 | 22,80 | 114.293 | 32,17 | ||||
| 2025-07-31 | 13F | United Community Bank | 425 | 0,00 | 19 | 11,76 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 12.564 | 12,98 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5.736 | 13,63 | 260 | 22,17 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16.083 | 0,00 | 728 | 7,53 | ||||
| 2025-08-14 | 13F | Fmr Llc | 48.271 | 11,31 | 2.186 | 19,85 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 45.198 | -1,62 | 2.047 | 5,90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 401.289 | 5,35 | 18.524 | 15,57 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 311.419 | 0,00 | 14.104 | 7,63 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 5.585 | 0,50 | 253 | 8,15 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7.252 | 4,26 | 328 | 12,33 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 6.238 | -3,18 | 284 | 4,43 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 18.506 | -15,49 | 838 | -9,01 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 52.236 | 2,36 | 2.366 | 10,15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 80.745 | 0,21 | 3.657 | 7,85 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 470 | 1,29 | 21 | 10,53 | ||||
| 2025-04-28 | 13F | Clarity Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 6.620 | -8,27 | 300 | -1,32 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 109.102 | -6,97 | 4.941 | 0,14 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 20.302 | 36,17 | 919 | 46,57 | ||||
| 2025-04-15 | 13F | Signet Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 14.622 | 32,77 | 662 | 42,98 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1.155.914 | -45,41 | 52.351 | -41,25 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 159.634 | 46,20 | 7.230 | 57,36 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7.568 | 44,84 | 348 | 58,45 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18.393 | 13,68 | 833 | 22,35 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1.562 | 5.907,69 | 71 | 7,69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4.260 | -25,78 | 193 | -20,66 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4.352 | 197 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 255 | 0,00 | 12 | 10,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28.363 | 279,59 | 1.285 | 308,92 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6.925 | -16,64 | 314 | -10,32 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 30 | -71,70 | 1 | -75,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 386.617 | 0,79 | 17.510 | 8,48 | ||||
| 2025-04-28 | 13F | Lodestone Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 12.019 | 0,00 | 506 | 3,91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 617.610 | 5,10 | 27.972 | 13,11 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 33.499 | -0,61 | 1.517 | 6,98 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 720.682 | 2,60 | 33 | 10,34 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16.473 | 17,35 | 746 | 26,44 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 58.526 | 19,68 | 2.651 | 28,83 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 162.397 | -9,02 | 7.355 | -2,09 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 106.230 | 151,15 | 4.811 | 170,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 254.558 | 57,06 | 11.529 | 69,03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14.461 | -4,60 | 656 | 2,98 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 134 | 0,00 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6.259 | -8,52 | 283 | -1,39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 76.453 | -25,51 | 3.463 | -19,82 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 2.161.189 | -0,99 | 97.880 | 6,56 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5.808 | -13,04 | 263 | -6,41 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 385 | -19,79 | 17 | -15,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 251.301 | -0,05 | 11.381 | 7,58 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 2.498 | 113 | ||||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 170.458 | -3,61 | 7.720 | 3,75 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 229 | 0,00 | 10 | 11,11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 72 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 375 | 0,00 | 17 | 6,67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 52.784 | 3,37 | 2.391 | 11,27 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 5.319 | -8,73 | 241 | -2,04 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 232.722 | 3,90 | 10.540 | 11,83 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31.132 | -16,91 | 1.410 | -10,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.571.638 | 5,41 | 71.174 | 13,44 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17.271 | 1 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 200 | 0,00 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4.453 | 202 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 430 | 19 | ||||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 27.022 | 4,30 | 1.248 | 14,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 382.493 | -1,58 | 17.323 | 5,93 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1.485 | -49,68 | 0 | |||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 41.233 | 0,46 | 1.867 | 8,11 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 709 | 54,80 | 32 | 68,42 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 62.847 | -1,64 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9.247 | -9,33 | 419 | -2,56 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 372.478 | 0,07 | 16.870 | 7,71 | ||||
| 2025-06-26 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7.496 | 340 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 29.542 | -1,79 | 1.338 | 5,69 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 76.476 | -1,22 | 3.464 | 6,32 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1.621 | 73 | ||||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 33.485 | 197,17 | 1.517 | 219,83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.861.293 | -4,58 | 129.588 | 2,70 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 20.005 | -13,45 | 905 | -6,70 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1.585 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 46.129 | -3,59 | 2.079 | 3,28 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 561 | 0,00 | 25 | 8,70 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 11.616 | 0,00 | 489 | 3,83 |
Other Listings
| MX:DEM |
