Grundlæggende statistik
| Institutionelle ejere | 569 total, 569 long only, 0 short only, 0 long/short - change of 3,25% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1893 % - change of -3,27% MRQ |
| Institutionelle aktier (lange) | 24.101.718 (ex 13D/G) - change of -0,58MM shares -2,34% MRQ |
| Institutionel værdi (lang) | $ 2.650.554 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares ESG MSCI KLD 400 ETF (US:DSI) har 569 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 24,101,718 aktier. Største aktionærer omfatter Morgan Stanley, Envestnet Asset Management Inc, Bank Of America Corp /de/, Jpmorgan Chase & Co, LPL Financial LLC, Bank of New York Mellon Corp, Ameriprise Financial Inc, UBS Group AG, IMA Wealth, Inc., and Betterment LLC .
iShares Trust - iShares ESG MSCI KLD 400 ETF (ARCA:DSI) 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 10, 2025 is 122,54 / share. Previously, on September 11, 2024, the share price was 104,91 / share. This represents an increase of 16,80% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3.361 | -20,07 | 390 | -9,30 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 8.497 | 0,01 | 987 | 13,33 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 4.200 | 0,00 | 430 | -7,13 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 3.798 | 13,10 | 441 | 28,57 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1.355 | 0,00 | 157 | 13,77 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1.757 | 204 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 24.731 | -0,19 | 2.873 | 15,76 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 33.779 | 56,57 | 3.924 | 130.666,67 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 88.426 | 5,06 | 10.272 | 19,17 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3.633 | -1,52 | 422 | 11,67 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 25.993 | 1,96 | 3.019 | 15,67 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 2.933 | 3,24 | 341 | 17,24 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 19.967 | -0,14 | 2.310 | 13,24 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 10.216 | 0,00 | 1.187 | 13,38 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 87.900 | -16,38 | 10.532 | -2,16 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 3.026 | 352 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 158 | 0,00 | 18 | 12,50 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 3.037 | 0,00 | 353 | 13,18 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5.224 | -0,06 | 607 | 13,27 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 152 | 0,00 | 18 | 13,33 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1.170 | 13,81 | 136 | 28,57 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 18.886 | 0,52 | 2.194 | 13,98 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16.297 | -9,96 | 1.951 | 5,23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3.298 | -3,60 | 383 | 9,43 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 45 | 0,00 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 3.536 | 0,77 | 411 | 14,21 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 1.355 | 0,00 | 157 | 13,77 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3.125 | -17,37 | 363 | -6,20 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 5.443 | 0,00 | 557 | -7,17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 205.197 | 0,24 | 24 | 15,00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 4.179 | 10,94 | 485 | 25,97 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 1.786 | 207 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 18.279 | -10,01 | 2.123 | 2,07 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 2.275 | 0,00 | 264 | 13,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2.433 | -2,05 | 283 | 11,02 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 4.457 | 25,66 | 518 | 48,99 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 98.133 | -4,33 | 11.399 | 8,52 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 12.789 | -15,94 | 1.486 | -4,69 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 5.860 | 0,22 | 1 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.002 | -2,34 | 116 | 10,48 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 2.331 | 5,91 | 271 | 20,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 5.424 | -2,60 | 630 | 10,53 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 150 | 0,00 | 17 | 13,33 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6.036 | 0,03 | 701 | 13,61 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 1.907 | 222 | ||||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 1.886 | 219 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 10.870 | 0,60 | 1.268 | 14,56 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1.830 | -10,82 | 213 | 2,42 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 8.018 | -1,41 | 931 | 11,90 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 2.000 | 0,00 | 232 | 13,73 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 6.174 | -3,05 | 717 | 9,97 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 462 | -0,22 | 54 | 12,77 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20.236 | -2,14 | 2.381 | 12,47 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 2.050 | 0,00 | 238 | 13,88 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.447 | -35,17 | 168 | -31,71 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3.072 | 44,84 | 357 | 64,06 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 7.723 | -8,74 | 897 | 3,58 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 5.600 | 0,00 | 650 | 13,44 | ||||
| 2025-07-22 | 13F | Figure 8 Investment Strategies Llc | 2.126 | 0,00 | 247 | 13,36 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 304 | -24,57 | 35 | -14,63 | ||||
| 2025-04-14 | 13F | Baron Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 210 | 0,00 | 24 | 14,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8.516 | 55,97 | 989 | 76,92 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 514 | 0,00 | 60 | 13,46 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2.592 | 1,33 | 301 | 14,89 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5.296 | -40,39 | 643 | -28,90 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 40.502 | -35,78 | 4.148 | -40,35 | ||||
| 2025-05-08 | 13F | Towercrest Capital Management | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 72.323 | -1,41 | 8.401 | 11,83 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 59.745 | -0,36 | 6.973 | 13,55 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 51.194 | 6,16 | 5.947 | 20,41 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 416 | 0 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 4.464 | 0,00 | 519 | 13,35 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 26.580 | -1,90 | 3.088 | 11,28 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1.080 | 0,19 | 125 | 13,64 | ||||
| 2025-07-11 | 13F | Halter Ferguson Financial Inc. | 7.152 | 1,17 | 831 | 14,80 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5.000 | 0,00 | 581 | 13,28 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 89 | 0,00 | 10 | 11,11 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 67.036 | -0,07 | 7.787 | 13,33 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 417 | -61,57 | 48 | -56,76 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 3.973 | -13,31 | 462 | -1,71 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 2.519 | -2,21 | 293 | 11,03 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5.112 | -4,72 | 594 | 8,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 113.492 | -2,72 | 13 | 18,18 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 171.561 | -0,41 | 20 | 11,76 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 3.612 | 0,84 | 420 | 14,48 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 8.801 | -6,90 | 1.022 | 5,58 | ||||
| 2025-08-11 | 13F | Eq Llc | 4.616 | 2,21 | 536 | 16,02 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 629 | 0,00 | 73 | 14,06 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 52.561 | 20,07 | 6 | 50,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 989 | -17,45 | 115 | -6,56 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 20.437 | -13,26 | 2.374 | -1,62 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18.871 | 25,11 | 2.192 | 41,97 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8.828 | 1,15 | 1.025 | 14,78 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 25.510 | 22,31 | 2.963 | 38,78 | ||||
| 2025-04-23 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 863 | -11,58 | 90 | -9,18 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 13.494 | 0,00 | 1.567 | 13,47 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 4.372 | 0,00 | 508 | 13,42 | ||||
| 2025-08-14 | 13F | Betterment LLC | 396.933 | -3,17 | 46 | 12,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 64.757 | -4,38 | 7.522 | 8,46 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 12.643 | -0,28 | 1.469 | 13,10 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 799 | 0,00 | 93 | 13,58 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 80.032 | -3,23 | 9.296 | 9,77 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 89.751 | -11,93 | 10.425 | -0,11 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 6.887 | -2,27 | 800 | 10,82 | ||||
| 2025-07-24 | 13F | Eastern Bank | 356 | 0,00 | 41 | 13,89 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10.091 | 8,17 | 1.172 | 22,72 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5.390 | -0,99 | 626 | 12,39 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 422 | 53,45 | 49 | 71,43 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 7.896 | 0,06 | 917 | 16,82 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 14.538 | 0,00 | 1.470 | -8,30 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4.894 | 79,40 | 571 | 116,73 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 14.443 | -5,99 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1.150 | 0,00 | 134 | 13,68 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 700 | 0,00 | 72 | -7,79 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 7.178 | -1,37 | 834 | 11,81 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 59.117 | 4,02 | 6.867 | 17,99 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 12.174 | 0,00 | 1.414 | 13,48 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16.547 | -79,07 | 1.936 | -76,08 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1.759 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 20.423 | -0,43 | 2.372 | 12,95 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 36.508 | 185,87 | 4.241 | 224,41 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 44.190 | -57,70 | 5 | -54,55 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 94.359 | 0,95 | 10.961 | 14,50 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 7.779 | -2,71 | 904 | 10,39 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 4.395 | -4,50 | 513 | 14,80 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 11.035 | 8,76 | 1.282 | 23,29 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3.280 | 3,27 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10.820 | -6,29 | 1.257 | 6,26 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 189 | 17,39 | 22 | 31,25 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 3.710 | 0,00 | 431 | 13,46 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1.819 | 0,00 | 211 | 13,44 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 11.625 | 9,91 | 1.350 | 24,65 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 11.582 | -46,42 | 1.168 | -40,70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26.716 | 66,10 | 3.103 | 88,40 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 1.812 | -55,65 | 210 | -49,76 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 326 | 0,00 | 38 | 12,12 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 171.839 | -12,93 | 19.961 | -1,24 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2.956 | -3,37 | 343 | 9,58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35.435 | 15,45 | 4.116 | 30,96 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 3.233 | 0,00 | 376 | 13,29 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 22.689 | -1,31 | 2.636 | 11,94 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2.005 | 0,00 | 233 | 13,17 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 22.062 | -2,13 | 2.563 | 11,01 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 11.204 | -24,56 | 1.302 | -15,56 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 6.074 | 0,00 | 706 | 13,34 | ||||
| 2025-08-12 | 13F | Close Asset Management Ltd | 3.715 | 0,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 302 | 0,00 | 31 | -9,09 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 37.813 | 2,83 | 3.873 | -4,47 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3.044 | 9,42 | 354 | 24,30 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 1.809 | 210 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 5.182 | 0,97 | 602 | 14,48 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 6.310 | -30,74 | 733 | -21,54 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1.130 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 177.917 | 10,87 | 20.667 | 25,75 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 3.473 | -5,73 | 403 | 6,90 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 20.110 | 1,45 | 2.336 | 15,08 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15.545 | 30,30 | 1.806 | 47,83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.162.736 | 15,07 | 135.063 | 30,53 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 1.809 | 210 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.420 | -85,56 | 281 | -83,62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3.904 | 30,09 | 453 | 47,56 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25.291 | -12,07 | 2.938 | -0,27 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 4.651 | 540 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 5.530 | 1,39 | 642 | 15,05 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 1.937 | 225 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.440.776 | -0,25 | 167.361 | 13,15 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2.567 | 29,97 | 298 | 47,52 | ||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 52.207 | 0,00 | 6.064 | 2.536,52 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11.536 | 28,45 | 1.340 | 45,81 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9.634 | 5,97 | 1.119 | 20,19 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 1.640 | -2,96 | 191 | 9,83 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 19.411 | 12,29 | 2.255 | 27,34 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 1.882 | 219 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 7.065 | 0,00 | 821 | 13,42 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 1.826 | 212 | ||||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 137 | 0,00 | 16 | 7,14 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 36.148 | 0,14 | 4.199 | 13,58 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 4.425 | 0,00 | 514 | 10,78 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 7.771 | 0,32 | 903 | 13,75 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2.758 | -19,85 | 320 | -9,09 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.813 | -4,29 | 443 | 8,33 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 2.835 | 0,00 | 329 | 13,45 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2.660 | -5,27 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 6.487 | 754 | ||||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3.887 | -6,94 | 452 | 5,62 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 2.976 | 1,09 | 346 | 14,62 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16.852 | 0,00 | 1.958 | 13,45 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 8.580 | -1,17 | 997 | 12,04 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 3.867 | 0,00 | 449 | 13,38 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4.551 | -13,33 | 529 | -1,68 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 3.203 | 0,00 | 372 | 13,41 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3.052 | -0,10 | 355 | 13,46 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 6.130 | -0,49 | 712 | 13,02 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 6.954 | -10,69 | 808 | 1,25 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 1.330 | 0,23 | 155 | 14,07 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5.261 | 1,66 | 611 | 15,28 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 36.811 | 1,64 | 4.276 | 15,26 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3.029 | -4,15 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 144.040 | -13,80 | 16.732 | -2,22 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 2.022 | 1,25 | 234 | 14,71 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2.411 | -4,74 | 279 | 7,75 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 8.046 | -8,59 | 935 | 3,66 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 510 | 0,00 | 59 | 13,46 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 606 | -15,24 | 70 | -4,11 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24.115 | -6,85 | 2.801 | 5,66 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 5.763 | 0,00 | 669 | 13,39 | ||||
| 2025-05-14 | 13F | Patten Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 96 | 0,00 | 11 | 22,22 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10.152 | 19,11 | 1.179 | 35,21 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6.445 | 749 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 47.024 | 5,66 | 5.462 | 19,86 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.151 | 140 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 7.640 | 0,00 | 887 | 13,43 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Brown Financial Advisors | 2.300 | 0,00 | 267 | 13,62 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 3.365 | -32,24 | 391 | -23,23 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 75 | 0,00 | 8 | -12,50 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 2.000 | 0,00 | 232 | 13,73 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 16.654 | -0,52 | 1.935 | 12,84 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 168.897 | 0,06 | 19.524 | 12,91 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 4.798 | 0,00 | 491 | -7,01 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 3.293 | -12,02 | 337 | -18,20 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 4.771 | 0,00 | 554 | 13,52 | ||||
| 2025-07-22 | 13F | Prentiss Smith & Co Inc | 2.168 | 0,00 | 252 | 13,06 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4.675 | 1,45 | 543 | 15,07 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 3.756 | -0,66 | 450 | 15,42 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 10.216 | -3,83 | 1.187 | 9,11 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 17.217 | -11,28 | 2.000 | 0,60 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 6.035 | 0,00 | 701 | 13,43 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 2.038 | 0,00 | 237 | 13,46 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 20.438 | 0,00 | 2.374 | 13,43 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 2.771 | -15,18 | 322 | -3,89 | ||||
| 2025-04-30 | 13F | Peoples Bank /oh | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6.067 | 10,11 | 705 | 24,82 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4.473 | 2,33 | 520 | 16,11 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 1.866 | 217 | ||||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 20.586 | 1,55 | 2.484 | 16,73 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 4.476 | 520 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 449.836 | -3,11 | 52.253 | 9,90 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1.178 | 0,26 | 137 | 13,33 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 20.875 | -6,32 | 2.425 | 6,22 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 21.909 | -1,17 | 2.545 | 12,07 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.984.501 | -2,39 | 230.520 | 10,72 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 292 | 284,21 | 34 | 371,43 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 5.102 | 0,20 | 593 | 13,63 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 23.341 | -0,24 | 2.745 | 14,52 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 2.025 | 0,00 | 235 | 13,53 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3.599 | -2,04 | 418 | 11,17 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 2.182 | 4,25 | 253 | 18,22 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 401 | 0,00 | 47 | 12,20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 119.623 | -3,93 | 13.895 | 8,97 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 222.286 | 0,64 | 25.821 | 14,16 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4.530 | -8,11 | 526 | 4,37 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A | 34.651 | -17,36 | 4.025 | -6,24 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 15.037 | -7,46 | 1.747 | 4,93 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 171 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 7.358 | 1,69 | 855 | 15,25 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 22.582 | -4,40 | 2.623 | 7,94 | ||||
| 2025-04-21 | 13F | Wealthspan Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 8.642 | -4,26 | 1.004 | 8,55 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 2.123 | 247 | ||||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 5.717 | -0,56 | 664 | 12,93 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 58.652 | -10,29 | 6.813 | 1,76 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 81.238 | 0,44 | 9.437 | 13,92 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 14.038 | -3,57 | 1.631 | 9,40 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 35.295 | -5,19 | 4.100 | 7,53 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 474 | 0,00 | 55 | 14,58 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 3.349 | 0,00 | 389 | 13,45 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6.854 | 5,17 | 796 | 19,34 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 11.257 | 1.308 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 3.154 | -18,71 | 366 | -7,81 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 11.237 | -1,31 | 1.305 | 11,92 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4.311 | -7,21 | 501 | 5,26 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5.136 | 0,67 | 597 | 14,18 | ||||
| 2025-04-25 | 13F | Benchmark Financial Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 21.863 | 0,00 | 2.540 | 13,45 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 25.866 | 3,60 | 3.005 | 17,53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19.176 | -61,65 | 2.227 | -56,50 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 130 | 0,00 | 15 | 15,38 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20.960 | 878,07 | 2.435 | 1.011,42 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 25.124 | 0,50 | 2.918 | 13,98 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 4.270 | 0,21 | 501 | 24,94 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 23.478 | 0,28 | 2.817 | 15,45 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 2.694 | 0,00 | 313 | 13,45 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 1.928 | 233 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 23.817 | -5,05 | 2.767 | 7,71 | ||||
| 2025-07-29 | 13F | Creekside Partners | 24.708 | -3,57 | 2.870 | 9,42 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 23.380 | 0,00 | 2.716 | 13,41 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 3.892 | -4,68 | 466 | 11,48 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5.986 | -3,85 | 695 | 9,11 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Finley Financial, LLC | 5.290 | 0,00 | 614 | 14,13 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 2.029 | -28,51 | 236 | -18,97 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3.058 | 0,99 | 355 | 14,52 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1.864 | 217 | ||||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 3.000 | 0,00 | 348 | 13,36 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 855 | 0,00 | 99 | 13,79 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 4.550 | 0,00 | 529 | 13,55 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4.219 | 0,00 | 490 | 13,43 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2.082 | 0,14 | 242 | 13,68 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 19.998 | -0,34 | 2.323 | 13,04 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 393.667 | -11,66 | 45.728 | 0,21 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 71.137 | 2,26 | 8 | 14,29 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 2.776 | 0,07 | 322 | 13,38 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 4.713 | 0,00 | 547 | 13,49 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 56.812 | 2,33 | 6.599 | 16,08 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 151.893 | 2,08 | 17.644 | 15,78 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 2.049 | 247 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 169.546 | 6,08 | 19.694 | 20,33 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 69.138 | 0,54 | 8.031 | 14,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 47.685 | 13,30 | 5.539 | 28,49 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 228.571 | -15,32 | 26.551 | -3,95 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 2.279 | 0,49 | 265 | 13,79 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 15.036 | 2,23 | 1.747 | 15,94 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 4.197 | 0,38 | 488 | 13,79 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 12.000 | 0,00 | 1.394 | 13,44 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6.477 | 752 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3.577 | -14,98 | 416 | -3,49 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 543 | 0,18 | 63 | 14,55 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 375 | 44 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 13.051 | -64,07 | 1.516 | -59,25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 274.566 | -6,14 | 31.894 | 6,47 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 224.259 | -17,98 | 31.696 | 13,20 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 3.268 | 0,00 | 380 | 13,47 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1.780 | 0,00 | 207 | 18,39 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 42.976 | -1,71 | 4.992 | 11,50 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 127 | 13,51 | ||||||
| 2025-08-08 | 13F | KBC Group NV | 5.142 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2.853 | 17,50 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 304 | 0,00 | 35 | 12,90 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 402.011 | -3,55 | 46.468 | 9,31 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 44.345 | 40,72 | 5.151 | 59,62 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 9.852 | 15,40 | 1.144 | 30,89 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 10.150 | -5,56 | 1.179 | 7,18 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 7.299 | 0,00 | 848 | 13,39 | ||||
| 2025-07-15 | 13F | Hall Laurie J Trustee | 3.350 | 389 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 2.578 | 299 | ||||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2.081 | -37,34 | 242 | -34,15 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Zevin Asset Management Llc | 2.003 | -14,66 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 16 | -67,35 | 2 | -80,00 | ||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.731 | -6,43 | 201 | 6,35 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 36.411 | -2,09 | 4.230 | 11,06 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 38.183 | 11,20 | 4.435 | 26,14 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 6.260 | -2,48 | 727 | 10,65 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 59.027 | 0,05 | 6.857 | 13,49 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 140.983 | -1,73 | 16.377 | 11,46 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 4.524 | -12,88 | 546 | 3,22 | ||||
| 2025-08-08 | 13F | Allianz Se | 45.284 | 8,08 | 5.260 | 22,61 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 2.197 | 3,93 | 255 | 9,44 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 19.226 | 0,00 | 2.233 | 13,47 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 75.821 | -0,34 | 9 | 14,29 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 2.220 | 0,00 | 258 | 13,22 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 12.731 | -2,49 | 1.479 | 10,55 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 3.696 | 0,00 | 429 | 13,49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8.954 | 1,84 | 1.040 | 15,56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 344.330 | 6,70 | 39.990 | 21,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 342.968 | -0,13 | 39.839 | 13,28 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 11.343 | 0,00 | 1.318 | 13,44 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 3.324 | -0,66 | 386 | 12,87 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 4.747 | -14,02 | 486 | -20,07 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 4.238 | 0,00 | 492 | 13,36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6.225 | 0,16 | 723 | 13,68 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 2.336 | -2,42 | 271 | 10,61 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 3.292 | 0,00 | 382 | 16,82 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 9 | 0,00 | 1 | |||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 32.425 | 0,00 | 3.766 | 13,43 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5.314 | 64,22 | 617 | 86,40 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.648 | 0,00 | 191 | 13,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7.528 | 3,28 | 874 | 17,16 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 55 | 0,00 | 6 | 20,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 13.676 | -15,74 | 1.589 | -4,45 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 3.821 | 444 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 130.422 | 1,46 | 15.150 | 15,08 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 29.797 | -4,78 | 3.461 | 8,02 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 5.913 | 4,58 | 708 | 22,28 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 214 | 25 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 296 | 0,00 | 34 | 13,33 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 12.068 | -1,04 | 1.402 | 12,26 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 467 | -10,36 | 54 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6.637 | -31,32 | 771 | -22,14 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2.698 | -18,56 | 318 | -6,19 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 5.349 | 0,00 | 621 | 13,53 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 13.658 | -54,83 | 1.587 | -48,77 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 1.767 | 0,00 | 205 | 13,89 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 14.429 | 2,33 | 1.676 | 16,07 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.025 | -0,74 | 235 | 12,98 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 41.072 | -1,93 | 4.955 | 15,53 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1.754 | 0,00 | 204 | 13,41 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 98.854 | -15,74 | 11.483 | -4,43 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 5.988 | 0,23 | 696 | 13,75 | ||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 26.938 | 5,21 | 3.129 | 19,34 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 2.872 | 334 | ||||||
| 2025-07-28 | 13F | Boston Trust Walden Corp | 19.003 | -0,34 | 2.207 | 13,06 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 31.734 | 8,79 | 3.668 | 20,74 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8.086 | -0,74 | 939 | 12,59 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.307 | -11,98 | 268 | -0,37 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 15.757 | -0,37 | 1.830 | 13,03 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 25.814 | -19,06 | 2.999 | -8,18 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.874 | -1,42 | 218 | 11,86 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 1.804 | -69,28 | 210 | -65,22 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 12.696 | 6,40 | 1.475 | 20,72 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 4.392 | -23,71 | 510 | -13,41 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 16.460 | -0,59 | 1.912 | 12,74 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5.066 | 0,00 | 519 | -7,17 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 25.694 | -1,50 | 2.985 | 11,72 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 49.577 | 2,83 | 5.759 | 16,63 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 2.256 | 261 | ||||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 2.881 | 0,00 | 335 | 13,22 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 180 | 0,00 | 21 | 11,11 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 290.834 | 4,67 | 33.783 | 18,72 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 38.261 | -10,06 | 4.464 | 2,48 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1.743 | 202 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 931.931 | -5,78 | 108.329 | 6,91 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11.191 | -2,86 | 1.300 | 10,18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 81.495 | 65,91 | 9.467 | 88,19 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 6.168 | 0,00 | 716 | 13,47 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 960 | 120,18 | 112 | 152,27 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 48.115 | -19,63 | 5.589 | -8,84 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 3.180 | 0,22 | 369 | 13,89 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 4.971 | 0,30 | 577 | 13,81 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3.200 | -50,00 | 372 | -43,36 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 71.182 | -2,47 | 8.268 | 10,62 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 3.304 | 0,46 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 2.232 | 0,00 | 259 | 13,60 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 2.607 | 303 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 4.216 | 0,00 | 490 | 13,46 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6.625 | 2,22 | 770 | 15,99 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12.726 | 0,68 | 1.478 | 13,69 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 6 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 9.724 | 1.130 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 3.754 | 0,00 | 436 | 13,54 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 2.486 | -0,08 | 289 | 13,39 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 7.395 | -1,32 | 859 | 11,99 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2.010 | -0,54 | 233 | 13,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 85.162 | -32,84 | 9.892 | -23,84 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 6.010 | -3,99 | 1 | |||||
| 2025-07-25 | 13F | Natural Investments, Llc | 99.643 | 5,97 | 12 | 22,22 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1.403 | 0,00 | 163 | 13,29 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25.113 | 23,82 | 2.917 | 40,44 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 166 | -39,42 | 19 | -32,14 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8.471 | 8,09 | 984 | 22,57 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11.370 | 0,00 | 1.321 | 26,80 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1.750 | 0 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 19.886 | 65,40 | 2.310 | 87,57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.342 | -31,39 | 156 | -27,91 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 34.360 | 20,11 | 3.991 | 36,26 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 5.979 | 694 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 3.350 | 0,00 | 389 | 13,41 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2.500 | -28,57 | 290 | -18,99 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 14.376 | -9,72 | 1.670 | 2,39 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1.282 | 149 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 44.763 | -3,75 | 5.200 | 9,18 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 131 | -51,12 | 16 | -42,31 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 33.814 | 8,49 | 3.928 | 23,06 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 24.555 | -1,79 | 2.852 | 11,41 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 1.915 | 222 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 12.048 | -0,07 | 1.399 | 13,37 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16.043 | 15,78 | 1.856 | 31,28 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 510 | -59,72 | 59 | -54,26 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4.805 | 0,73 | 558 | 14,34 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 17.442 | -18,41 | 2.026 | -7,45 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2.735 | -3,29 | 318 | 1,93 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 2.038 | -1,92 | 237 | 11,32 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2.090 | 0,00 | 243 | 13,08 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1.388 | 0,00 | 161 | 13,38 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 6.098 | 0,00 | 708 | 13,46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.830.802 | -1,87 | 444.986 | 11,31 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 52.287 | 0,08 | 6.074 | 13,51 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 2.139 | 0,00 | 248 | 13,24 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 20.000 | 0,00 | 2.323 | 13,43 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 41.951 | -15,45 | 4.873 | -4,09 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2.666 | -0,26 | 310 | 13,19 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 3.629 | -8,66 | 422 | 3,69 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 2.707 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 3.956 | 0,00 | 460 | 5,28 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1.034 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 4.274 | -20,51 | 496 | -9,82 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 3.361 | 0,00 | 390 | 13,37 | ||||
| 2025-07-07 | 13F | Zevenbergen Capital Investments Llc | 6.075 | -10,00 | 706 | 2,03 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 8.142 | 33.825,00 | 946 | 47.150,00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 3.051 | -0,13 | 354 | 13,46 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3.549 | -12,09 | 412 | -0,24 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 500 | 0,00 | 58 | 13,73 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 12.451 | -57,04 | 1.446 | -51,28 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 13.703 | -8,01 | 1.592 | 4,33 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4.403 | -3,57 | 511 | 9,42 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1.740 | 202 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 2.102 | 0,43 | 244 | 14,02 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 2.874 | 15,98 | 334 | 31,62 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 2.900 | 36,53 | 337 | 54,84 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 59.451 | -6,63 | 6.906 | 5,90 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 125 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 42.217 | 5,44 | 4.904 | 19,59 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.196.215 | -3,59 | 138.952 | 9,35 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10.125 | -16,57 | 1.176 | -5,31 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3.662 | 0,00 | 425 | 13,33 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8.843 | -3,57 | 1.027 | 9,37 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 28.991 | 0,00 | 3.368 | 13,44 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4.811 | -2,93 | 559 | 10,06 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 20.639 | 6,84 | 2.397 | 21,18 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 15.166 | 0,71 | 1.762 | 14,20 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4.579 | 199,28 | 532 | 240,38 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 7.819 | -3,92 | 908 | 9,00 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4.826 | -2,03 | 561 | 11,11 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 26.242 | 0,00 | 3.048 | 13,44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 28.778 | -7,40 | 3.343 | 5,03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 25.459 | -32,67 | 2.957 | -23,63 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 30.685 | -10,49 | 3.564 | 1,54 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6.014 | -1,22 | 699 | 12,04 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 17.896 | 3,37 | 2.079 | 17,27 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4.129 | -20,41 | 480 | -9,79 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 20.010 | -26,68 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 4.353 | -9,56 | 506 | 2,64 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 3.359 | 1,21 | 390 | 15,04 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 30.860 | -38,28 | 3.027 | -40,88 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 4.457 | -4,40 | 518 | 8,39 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.148.473 | 3,46 | 133.407 | 17,35 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 2.560 | -34,36 | 297 | -25,56 | ||||
| 2025-05-13 | 13F | Aviso Financial Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 3.500 | 52,17 | 407 | 72,77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 12.116 | 2,97 | 1.407 | 16,76 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1.785 | -16,39 | 207 | -5,05 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 186.536 | -1,22 | 21.668 | 12,05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 2.800 | 0,00 | 325 | 13,64 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 4.485 | 23,08 | 521 | 39,41 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 1.759 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 75 | 9 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 3.133 | 0,00 | 364 | 13,44 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7.361 | 0,11 | 855 | 13,55 | ||||
| 2025-08-08 | 13F | Creative Planning | 182.760 | -0,18 | 21.229 | 13,23 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 6.523 | -8,32 | 758 | 3,98 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 28.636 | -2,02 | 3.326 | 11,13 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12.436 | 7,27 | 1.445 | 21,65 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1.171 | 427,48 | 136 | 518,18 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2.500 | -16,67 | 290 | -5,54 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 5.376 | 0,02 | 625 | 13,45 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 1.851 | 215 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14.104 | 2,66 | 1.638 | 16,43 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 3.072 | 44,84 | 356 | 62,56 | ||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 72.647 | -31,19 | 8.439 | -21,95 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 4.073 | 0,00 | 473 | 13,43 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 700 | 81 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.230 | 0,00 | 143 | 13,60 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 31 | -92,49 | 4 | -92,86 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 985 | 0,00 | 114 | 14,00 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 4.895 | 0,00 | 569 | 13,37 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 3.683 | 7,47 | 428 | 22,00 | ||||
| 2025-06-27 | 13F | Copley Financial Group, Inc. | 1.982 | 0,00 | 219 | 0,00 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 2.103 | 0,00 | 244 | 13,49 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 8.031 | 0,26 | 933 | 13,66 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5.904 | 686 | ||||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 1.998 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 4.876 | -12,03 | 566 | -0,18 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 3.188 | -0,72 | 370 | 12,80 | ||||
| 2025-07-18 | 13F | Vicus Capital | 18.102 | 2,80 | 2.103 | 16,58 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9.340 | 0,09 | 1.085 | 13,51 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2.347 | 0,04 | 273 | 13,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27.322 | 2,97 | 3.174 | 16,78 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 12.208 | -12,96 | 1.418 | -1,25 | ||||
| 2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 646 | 0,78 | 66 | -5,71 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 1.906 | 221 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 7.735 | -12,95 | 898 | -1,32 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 2.564 | 0,00 | 298 | 13,36 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 6.969 | -93,08 | 810 | -92,16 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8.598 | -0,03 | 999 | 13,41 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 220 | 26 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 27.872 | -2,16 | 3.238 | 10,97 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3.956 | 405 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5.657 | -11,11 | 657 | 0,92 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 181 | -0,55 | 21 | 16,67 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 13.940 | 0,00 | 1.619 | 13,45 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 22.287 | -8,15 | 2.589 | 4,19 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 4.585 | -4,58 | 533 | 8,13 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 27.849 | -18,60 | 3.235 | -7,68 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 | 0 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 9.276 | -1,80 | 1.078 | 11,38 | ||||
| 2025-05-13 | 13F | DDFG, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14.766 | 165,48 | 1.715 | 201,41 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5.470 | 132,77 | 635 | 164,58 |
Other Listings
| MX:DSI |
