Grundlæggende statistik
| Institutionelle ejere | 290 total, 286 long only, 1 short only, 3 long/short - change of -3,32% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3245 % - change of -3,16% MRQ |
| Institutionelle aktier (lange) | 41.412.029 (ex 13D/G) - change of -25,27MM shares -37,90% MRQ |
| Institutionel værdi (lang) | $ 1.538.001 USD ($1000) |
Institutionelt ejerskab og aktionærer
WisdomTree Trust - WisdomTree India Earnings Fund (US:EPI) har 290 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 41,412,029 aktier. Største aktionærer omfatter Morgan Stanley, Meitav Dash Investments Ltd, Clal Insurance Enterprises Holdings Ltd, Bank Of America Corp /de/, Migdal Insurance & Financial Holdings Ltd., LPL Financial LLC, Harel Insurance Investments & Financial Services Ltd., Bank Of Montreal /can/, Miracle Mile Advisors, LLC, and Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD .
WisdomTree Trust - WisdomTree India Earnings Fund (ARCA:EPI) 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 17, 2025 is 45,77 / share. Previously, on September 17, 2024, the share price was 49,87 / share. This represents a decline of 8,22% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-16 | 13F | Strait & Sound Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4.875 | 227 | ||||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 4.500 | 214 | ||||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 3.700 | -94,93 | 176 | -94,70 | ||||
| 2025-05-02 | 13F | James Investment Research Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4.593 | -26,50 | 218 | -20,15 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 32 | 0 | ||||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 22.000 | 0,00 | 1.044 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 23.092 | 10,36 | 1.096 | 19,91 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 89.461 | 14,96 | 4.247 | 24,85 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1.621.500 | 0,00 | 77 | 8,57 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11.023 | -3,46 | 523 | 4,81 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22.012 | 3,30 | 1.045 | 12,14 | ||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 38 | 0,00 | 2 | 0,00 | ||||
| 2025-05-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 10.850 | -0,81 | 516 | 7,52 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9.905 | -10,66 | 470 | -2,89 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 309.596 | -5,45 | 14.697 | 2,68 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 100 | 5 | ||||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 43.159 | 23,33 | 2.049 | 33,94 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 7.780 | 369 | ||||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 2.515.670 | -1,78 | 119 | 7,21 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 339 | 19,79 | 16 | 33,33 | ||||
| 2025-05-06 | 13F | Elm3 Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 41.259 | 1.959 | ||||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 139.201 | 1,07 | 6.609 | 9,78 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 59.490 | 6,96 | 2.824 | 16,13 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 476.510 | 61,11 | 22.620 | 74,96 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 69.024 | -1,22 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 362 | -99,56 | 17 | -99,55 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 200 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1.485 | 70 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 13.263 | 0,00 | 629 | 9,20 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 40.896 | 16,24 | 1.910 | 24,77 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 6.462 | 14,33 | 307 | 23,89 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 26 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 32.251 | 8,33 | 1.531 | 17,60 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 64.246 | 19,37 | 3.050 | 29,63 | ||||
| 2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 60.256 | 0,46 | 2.860 | 9,12 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 3.367.899 | 1,39 | 159.919 | 10,17 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.689.972 | 8,06 | 127.693 | 17,35 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 621 | 0,00 | 29 | 7,41 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5.452 | 0,00 | 259 | 8,40 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9.791 | -8,53 | 465 | -0,64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 743.712 | 6,82 | 35.304 | 16,01 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 8.104 | -11,98 | 385 | -4,48 | ||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5.121 | 243 | ||||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 433.341 | -11,40 | 20.571 | -3,78 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 332 | 0,00 | 16 | 7,14 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28.523 | 60,63 | 1.355 | 75,52 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 740 | -98,83 | 35 | -98,73 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 25.173 | 12,12 | 1.195 | 21,71 | ||||
| 2025-05-12 | 13F | Basso Capital Management, L.p. | 0 | -100,00 | 0 | |||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | Call | 0 | -100,00 | 0 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 136.256 | 0,77 | 6.468 | 9,44 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 212 | 0,00 | 10 | 11,11 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.203.951 | 54,82 | 57.152 | 68,14 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5.596 | 266 | ||||||
| 2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 6.350 | 0,00 | 301 | 8,66 | ||||
| 2025-08-14 | 13F | Comerica Bank | 13.512 | 2,51 | 641 | 11,28 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4.853 | 230 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 60.216 | 8,50 | 2.858 | 17,86 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1.181 | 127,12 | 56 | 154,55 | ||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 304.460 | 19,14 | 14.453 | 29,38 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.722 | -71,01 | 177 | -68,63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.909 | 10,36 | 186 | 20,13 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 9.000 | 0,00 | 427 | 8,65 | ||||
| 2025-04-11 | 13F | DHK Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 170 | 0,00 | 8 | 14,29 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 200 | 0,00 | 9 | 12,50 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 345 | 0,00 | 16 | 6,67 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 18.903 | -1,11 | 897 | 7,43 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 34.741 | -0,25 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4.772 | 0,00 | 227 | 8,65 | ||||
| 2025-08-14 | 13F | UBS Group AG | 627.216 | -16,20 | 29.774 | -9,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | Call | 22.540 | 0,00 | 1.070 | 8,53 | |||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 342.373 | 1,85 | 16.262 | 10,74 | ||||
| 2025-08-08 | 13F | Creative Planning | 15.239 | 1,02 | 723 | 9,71 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 750 | 36 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 13.211 | 0,00 | 627 | 8,67 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17.264 | -93,08 | 820 | -92,49 | ||||
| 2025-04-25 | 13F | Trademark Financial Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 13.013 | 2,02 | 1 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | -100,00 | 0 | |||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 45 | 18,42 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 12.652 | -6,81 | 1 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 14.963 | 710 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 490.973 | 0,00 | 23.306 | 14,94 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4.581 | -87,56 | 217 | -86,51 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 443.534 | 0,89 | 21.055 | 9,56 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 38 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 28.211 | 111,68 | 1.339 | 130,07 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1.319 | 0,00 | 63 | 8,77 | ||||
| 2025-08-05 | 13F | Carmel Capital Management L.L.C. | 129.405 | 0,31 | 6.143 | 8,94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 26.722 | 4,78 | 1.268 | 13,82 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 43.463 | 126,78 | 2.063 | 146,48 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 9.052 | -0,55 | 430 | 8,06 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 23.365 | -1,79 | 1.109 | 6,74 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 8.923 | 12,95 | 424 | 22,61 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 49.712 | 269,06 | 672 | 14,12 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8.825 | -22,36 | 408 | -18,40 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 55.423 | 2,00 | 2.631 | 10,78 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 80.063 | 22,83 | 3.801 | 33,38 | ||||
| 2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 10.158 | 482 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 16.256 | 772 | ||||||
| 2025-08-01 | 13F | Jennison Associates Llc | 59.079 | -87,81 | 2.804 | -86,76 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1.055 | 0,00 | 50 | 8,70 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 55.960 | 43,58 | 2.656 | 55,96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 59.000 | 14,34 | 2.801 | 24,17 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 80.800 | 3.836 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2.270 | 0,00 | 99 | -2,94 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 59.569 | 12.284,41 | 2.828 | 13.361,90 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 98.697 | 7,81 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 206.741 | 2,32 | 10 | 12,50 | ||||
| 2025-08-14 | 13F | Driehaus Capital Management Llc | 91.206 | -87,88 | 4.330 | -86,84 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 19.015 | 1,29 | 903 | 10,00 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 433.341 | -11,40 | 20.571 | -3,78 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 24.438 | 256,34 | 1.160 | 287,96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14.169 | -17,92 | 673 | -10,88 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 8.555 | -8,80 | 406 | -0,98 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 22.000 | 0,00 | 1.044 | 9,21 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7.935 | 377 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 14.674 | -5,88 | 697 | 2,20 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 4.230 | -2,65 | 201 | 5,82 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.915 | 7,69 | 233 | 17,09 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 13.070 | 0,00 | 620 | 8,58 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 40.177 | -1,41 | 1.907 | 7,07 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15.527 | 1,41 | 737 | 10,16 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 8.137 | -2,52 | 386 | 6,04 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.500 | -16,75 | 119 | -9,92 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 21.376 | 113,21 | 934 | 106,18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 8.873 | 0,00 | 421 | 8,79 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 459.561 | 0,23 | 21.810 | 8,57 | ||||
| 2025-04-30 | 13F | Personal Cfo Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 22.517 | 0,54 | 1.069 | 9,76 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26.884 | 482,16 | 1.276 | 534,83 | ||||
| 2025-04-08 | 13F | Advisory Alpha, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5.438 | 258 | ||||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 13.011 | -4,16 | 618 | 4,05 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | Call | 131.400 | 0,00 | 6.238 | 8,60 | |||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 753.862 | 7,41 | 36 | 16,67 | ||||
| 2025-08-05 | 13F | Provident Co of the Employees of the Hebrew University LTD | 155.346 | 25,84 | 7.379 | 36,83 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 7.870 | 374 | ||||||
| 2025-05-15 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 51.595 | -1,80 | 2.450 | 6,62 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 170.898 | -27,45 | 8 | -27,27 | ||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Put | 58.900 | 2.796 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 517.389 | 16,87 | 24.560 | 26,93 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 13.700 | 0,00 | 650 | 8,70 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 37 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 21.960 | 1.042 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 296.285 | 2,28 | 14.065 | 11,08 | ||||
| 2025-04-29 | 13F | Truist Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 32.048 | 28,70 | 1.521 | 39,80 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 7.251 | 7,76 | 344 | 17,01 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 3.000 | 0,00 | 142 | 8,40 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 23.972 | 0,00 | 1.138 | 8,60 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10.130 | 6,68 | 481 | 15,66 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 68.176 | -9,59 | 3.236 | -1,79 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 171.999 | 1,13 | 8.165 | 9,83 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 65.987 | 92,31 | 3.132 | 108,94 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 24.250 | 31,58 | 1.151 | 42,86 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 4.475 | 212 | ||||||
| 2025-04-22 | 13F | Aspire Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 987.040 | 0,82 | 46.883 | 9,62 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 63.937 | -52,03 | 3 | -40,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 20.377 | 0,73 | 968 | 10,13 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 21.065 | 4,97 | 1.000 | 13,91 | ||||
| 2025-04-25 | 13F | Essex Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Northwest & Ethical Investments L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 838 | 0,00 | 40 | 8,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24.140 | -6,46 | 1.141 | 1,15 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 19.338 | 26,62 | 921 | 40,18 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 29.312 | 3,25 | 1.391 | 12,18 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 13.724 | 21,48 | 651 | 32,05 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Ascent Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Randolph Co Inc | 215.904 | 1,67 | 10.249 | 10,42 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 51.882 | -4,39 | 2.463 | 3,84 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9.315 | 3,08 | 442 | 11,90 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 94.355 | 84,47 | 4.479 | 100,40 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 78.222 | -40,91 | 4 | -40,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 200 | -40,30 | 10 | -35,71 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 381 | -69,47 | 18 | -66,67 | ||||
| 2025-05-06 | 13F | Black Swift Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 7.434 | 0,00 | 353 | 8,64 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 24.229 | 0,00 | 1.150 | 8,59 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 200 | -28,57 | 9 | -25,00 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 351.278 | 33,16 | 16.675 | 44,61 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 309.472 | -88,14 | 14.691 | -87,12 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1.330 | 0,00 | 63 | 8,62 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 351.484 | 1.392,50 | 16.685 | 1.521,38 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.789.452 | 16,19 | 179.885 | 26,19 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6.997 | -18,82 | 332 | -11,70 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 37.391 | -2,78 | 1.775 | 5,53 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 150.300 | 0,13 | 7.135 | 8,75 | |||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 67.404 | 885,87 | 3.200 | 973,49 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 28.855 | 401,39 | 1.374 | 449,20 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 47.376 | -65,34 | 2.248 | -62,38 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 19.103 | 10,66 | 893 | 25,28 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 500 | 0,00 | 24 | 9,52 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 104.177 | 2,72 | 4.945 | 11,55 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 17.646 | -3,38 | 838 | 4,89 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 332.876 | 24,91 | 15.802 | 35,65 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 851 | -92,49 | 40 | -92,19 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1.358 | 0,00 | 61 | 3,39 | ||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 15.950 | -10,14 | 757 | -2,32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4.683 | -2,48 | 222 | 6,22 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | -98,95 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 88.580 | 0,99 | 4.205 | 9,68 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 8.841 | 0,00 | 420 | 8,55 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 90.389 | -1,45 | 4.291 | 7,04 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 92.611 | 0,08 | 4.396 | 8,70 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1.524 | -88,53 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12.419 | 0,20 | 590 | 8,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 30.758 | -79,46 | 1.460 | -77,69 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2.725 | 81,67 | 129 | 98,46 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 20 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 47.487 | 9,68 | 2.254 | 19,13 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 789.116 | -20,65 | 37.459 | -13,82 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 6.916 | -30,32 | 328 | -24,25 | ||||
| 2025-08-12 | 13F | Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 33.076 | 0,00 | 1.571 | 8,80 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 15.700 | 60,20 | 745 | 74,07 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 145.062 | 122,11 | 6.886 | 141,28 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 50.267 | -5,94 | 2.386 | 2,18 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 10.800 | 47,95 | 513 | 60,50 | |||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 144.719 | 6,84 | 6.870 | 16,03 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 158 | -8,67 | 8 | 0,00 | ||||
| 2025-05-15 | 13F | Discovery Capital Management, Llc / Ct | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Channel Wealth Llc | 67.970 | 4,25 | 3.227 | 13,23 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Cohen Klingenstein LLC | 53.600 | 0,00 | 2.544 | 8,63 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 3.000.000 | 0,00 | 142 | 8,40 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 75.106 | 485,17 | 3.565 | 535,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.827.793 | 19,15 | 86.765 | 29,40 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2.665 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2.343 | 111 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 20.597 | 0,16 | 978 | 8,80 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 8.560 | 0,00 | 406 | 8,56 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7.650 | -2,61 | 363 | 5,83 | ||||
| 2025-04-30 | 13F | Cerity Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 824 | -15,57 | 39 | -7,14 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 30.227 | -14,15 | 1.435 | -6,82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10.329 | 13,44 | 490 | 23,43 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2.343 | 0,00 | 102 | -3,77 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 818 | 0,00 | 39 | 8,57 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 53 | 10,42 | ||||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 38.553 | 3,51 | 1.830 | 12,41 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 43.292 | -43,89 | 1.937 | -42,56 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 199.696 | -3,80 | 9.480 | 4,47 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 9.424 | 1,97 | 447 | 10,92 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 100 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 91.131 | 87,82 | 4.326 | 216.150,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 22.088 | -6,61 | 1.052 | 1,84 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 23.422 | 344,61 | 1.112 | 383,04 | ||||
| 2025-08-13 | 13F | Arrowstreet Capital, Limited Partnership | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 8.855 | -11,05 | 420 | -3,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16.983 | 14,58 | 806 | 24,57 | ||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 433.341 | -11,40 | 20.571 | -3,78 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 195.374 | 769,18 | 9.274 | 844,40 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 150 | 0,00 | 7 | 16,67 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 3.200 | -1,54 | 152 | 6,34 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 455 | 3,41 | 22 | 10,53 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 96.485 | -70,29 | 4.580 | -67,73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 287.137 | 7,66 | 14 | 18,18 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 498 | 0,00 | 23 | 4,76 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 205 | -46,48 | 10 | -43,75 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4.904 | -20,32 | 233 | -13,75 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17.053 | -6,36 | 810 | 1,63 | ||||
| 2025-07-22 | 13F | Sava Infond d.o.o. | 5.000 | 0,00 | 237 | 8,72 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 565 | 0,00 | 27 | 8,33 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 6.900 | 328 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 78 | 0,00 | 4 | 0,00 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 27.151 | -23,61 | 1.289 | -18,27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 338.167 | 9,75 | 16.053 | 19,19 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1.007.601 | 6,52 | 47.831 | 15,68 | ||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 6.093 | 289 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 301.985 | -5,00 | 14.335 | 3,17 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7.063 | 0,43 | 335 | 9,12 | ||||
| 2025-05-05 | 13F | OneAscent Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 555 | 0,00 | 26 | 8,33 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 14.442 | -75,52 | 1 | -100,00 | ||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 181.173 | -37,05 | 7.919 | -39,22 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 10.000 | 0,00 | 475 | 8,47 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 8.836 | 1,95 | 419 | 10,85 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 66.489 | -4,39 | 3.156 | 3,85 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 24.206 | 1.149 | ||||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 6.942 | 1,09 | 330 | 9,67 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 40.419 | 10,68 | 1.919 | 20,18 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1.795 | 0,00 | 85 | 8,97 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 14.882 | 33.722,73 | 1 | |||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 6.400 | -27,27 | 304 | -21,09 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 371 | 0,00 | 18 | 6,25 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 24.255 | 7,90 | 1.151 | 17,21 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 10.511 | -1,82 | 499 | 7,31 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92.767 | 64,45 | 4.404 | 78,62 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 800 | 0,00 | 38 | 8,82 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19.170 | 132,03 | 910 | 151,80 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 31.579 | -2,43 | 1.499 | 6,01 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 4.500 | 0 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 450 | 21 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 25.696 | 1.220 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10.139 | 46,16 | 481 | 58,75 | ||||
| 2025-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8.500 | 7,59 | 403 | 16,81 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 13.022 | -0,17 | 618 | 8,42 | ||||
| 2025-07-29 | 13F | William Blair Investment Management, Llc | 21.000 | 0,00 | 997 | 8,62 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 6.650 | 0,00 | 316 | 8,62 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8.127 | 20,61 | 386 | 30,95 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 4.377 | 208 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 81.736 | 0,69 | 3.880 | 9,36 | ||||
| 2025-08-14 | 13F | New Vernon Capital Holdings II LLC | 302.875 | -98,64 | 14.377 | 2.724,56 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 244.041 | -1,85 | 11.585 | 6,59 | ||||
| 2025-07-09 | 13F | Leibman Financial Services, Inc. | 126.595 | 0,99 | 6.009 | 9,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 422.628 | -6,92 | 20.062 | 1,09 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 4.534 | -8,86 | 215 | -0,92 | ||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 8.085 | -1,34 | 384 | 6,98 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 940 | 0,00 | 45 | 7,32 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4.100 | 0,00 | 195 | 8,38 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 897.060 | 4,78 | 42.583 | 13,80 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10.329 | -0,21 | 473 | 1,94 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 160.345 | 0,00 | 7.612 | 8,60 | ||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 |
Other Listings
| MX:EPI |
