Grundlæggende statistik
| Institutionelle ejere | 338 total, 338 long only, 0 short only, 0 long/short - change of -2,58% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1838 % - change of -24,03% MRQ |
| Institutionelle aktier (lange) | 14.602.967 (ex 13D/G) - change of -0,73MM shares -4,74% MRQ |
| Institutionel værdi (lang) | $ 882.493 USD ($1000) |
Institutionelt ejerskab og aktionærer
Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF (US:FHLC) har 338 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 14,602,967 aktier. Største aktionærer omfatter Lido Advisors, LLC, Charles Schwab Investment Management Inc, Agf Management Ltd, LPL Financial LLC, Commonwealth Equity Services, Llc, Morgan Stanley, Raymond James Financial Inc, Kestra Advisory Services, LLC, Weatherly Asset Management L. P., and McGlone Suttner Wealth Management, Inc. .
Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF (ARCA:FHLC) 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 65,84 / share. Previously, on September 11, 2024, the share price was 73,14 / share. This represents a decline of 9,98% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 14.869 | 0,00 | 997 | -1,77 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 231.789 | 0,94 | 14.823 | -5,52 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4.904 | -8,01 | 314 | -9,54 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2.024 | 20,98 | 0 | |||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 3.444 | 220 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 600 | 0,00 | 38 | -5,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 23.753 | -14,37 | 1.519 | -19,84 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 194.871 | 9,69 | 12.462 | 2,68 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 419 | 0,00 | 27 | -7,14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27.445 | 2,18 | 1.755 | -4,36 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 92.210 | -2,69 | 5.897 | -8,91 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 51.021 | 0,27 | 3.263 | -6,16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 114.849 | -29,69 | 7.345 | -34,19 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 86.059 | 5,82 | 5.503 | -0,95 | ||||
| 2025-08-14 | 13F | Fmr Llc | 92.240 | -5,61 | 5.899 | -11,65 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26.168 | -8,28 | 1.673 | -10,49 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 1 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10.602 | 11,35 | 678 | 4,15 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 10.087 | 10,06 | 645 | 3,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3.943 | 252 | ||||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 3.314 | -9,72 | 212 | -15,60 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4.022 | -1,73 | 257 | -7,89 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4.150 | 0,00 | 265 | -6,36 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 912 | 43,85 | 58 | 41,46 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4.320 | -3,33 | 276 | -9,51 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 167.265 | 0,74 | 10.696 | -5,70 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 5 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 26.434 | 3,54 | 1.690 | -3,10 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 21.351 | 1.365 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3.555 | 25,18 | 227 | 17,01 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 200 | 0,00 | 13 | -7,69 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 1.004 | 64 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Montis Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 3.133 | -34,29 | 200 | -38,46 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 8.958 | 0,40 | 573 | -6,08 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75.591 | 6,65 | 4.834 | -0,17 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3.616 | 5,24 | 231 | -1,28 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 4.407 | -4,55 | 282 | -10,79 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 102.371 | 7,03 | 6.547 | 0,18 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 14.357 | -8,66 | 918 | -14,45 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 77 | 5 | ||||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 12.532 | 0,00 | 801 | -6,43 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 642 | 41 | ||||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 465 | 0,00 | 30 | -6,45 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 530 | 0,38 | 34 | -8,33 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 4.617 | -3,81 | 295 | -9,79 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1.400 | 0,00 | 90 | -6,32 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4.889 | 0,18 | 313 | -6,31 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 756.389 | 28,54 | 48.371 | 20,32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 170.524 | -8,61 | 10.905 | -14,47 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 523 | 33 | ||||||
| 2025-07-25 | 13F | Asset Planning,Inc | 406 | 0,00 | 26 | -7,41 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 29.559 | 1.675,32 | 2 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20.911 | 65,27 | 1.332 | 55,43 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 17 | 0,00 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2.894 | 1.191,96 | 185 | 1.133,33 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5.860 | -16,95 | 375 | -22,41 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 55 | 4 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 72 | 5 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 50 | 0,00 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12.505 | -0,11 | 800 | -6,55 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.976 | -4,68 | 126 | -5,26 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 10.345 | -5,30 | 662 | -11,39 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 124 | -95,39 | 8 | -96,17 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 5.018 | 0,00 | 320 | -6,71 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 8 | 0,00 | 1 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7.486 | -4,65 | 485 | -3,20 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 682 | 44 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 12.959 | 0,10 | 829 | -6,33 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 31 | 0,00 | 2 | -50,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2.454 | -2,77 | 157 | -9,30 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.437 | -0,07 | 92 | -7,14 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 41.179 | 0,63 | 2.633 | -5,80 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 142 | 61,36 | 9 | 50,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 108 | -0,92 | 7 | -14,29 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 11.292 | -4,06 | 722 | -10,20 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.118 | -44,98 | 72 | -43,20 | ||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 4.511 | 13,77 | 288 | 14,74 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9.662 | -30,51 | 618 | -35,05 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 7.259 | -15,10 | 464 | -20,55 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 178.101 | -8,32 | 11.390 | -14,19 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2.208 | 0,00 | 141 | -6,00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 4.797 | 307 | ||||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 7.536 | -2,60 | 482 | -8,90 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 640 | 0,00 | 41 | -6,98 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 33.574 | -3,93 | 2.147 | -10,05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 207.447 | -5,37 | 13.286 | -11,40 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 6 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 25 | 2 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5.076 | 35,18 | 325 | 26,56 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16.416 | -13,00 | 1 | 0,00 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 518 | 0,00 | 33 | -5,71 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 15 | 0,00 | 1 | -100,00 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Court Place Advisors, LLC | 10.155 | -4,23 | 649 | -10,36 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 3.217 | 0,41 | 206 | -5,96 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19.300 | 1.234 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 303 | 0,33 | 19 | -5,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7.320 | -29,62 | 468 | -34,08 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3.908 | 19,00 | 267 | 18,67 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 4.354 | 0,69 | 278 | -5,76 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 47.324 | -1,86 | 3.026 | -8,14 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 33.706 | 3,12 | 2.155 | -3,49 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7.869 | 0,05 | 503 | -6,33 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 4.832 | -1,51 | 311 | 1,97 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20.999 | 1,20 | 1.343 | -5,29 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 5.599 | 0,00 | 358 | -6,28 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1.280 | 0,00 | 82 | -6,90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3.438 | -38,00 | 220 | -42,06 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 165 | 0,00 | 11 | -9,09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 25.202 | -72,06 | 1.612 | -73,86 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 45.502 | 1.132,78 | 2.960 | 1.127,80 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 1.013 | 0,00 | 65 | -7,25 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 200 | 0,50 | 13 | -7,69 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 60 | 0,00 | 4 | -25,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 468 | 30 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27.878 | 155,20 | 1.783 | 138,87 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 134.650 | 372,03 | 8.611 | 341,99 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7.847 | -9,68 | 502 | -15,51 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 124.050 | -11,06 | 8.029 | -15,74 | ||||
| 2025-05-14 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 25.127 | -40,85 | 1.607 | -44,66 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 140 | -33,33 | 9 | -42,86 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 450 | 0,00 | 29 | -6,67 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 400 | 26 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 771 | 0,26 | 49 | -5,77 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 452.493 | 5,01 | 28.937 | -1,71 | ||||
| 2025-08-08 | 13F | Creative Planning | 47.493 | -50,04 | 3.037 | -53,23 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 8.036 | -98,58 | 514 | 6.312,50 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 711 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 3.895 | -25,91 | 249 | -30,64 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7.982 | -4,11 | 510 | -10,21 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 270.741 | 4,35 | 17.314 | -2,32 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 4.989 | -7,27 | 319 | -13,08 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5.250 | -40,79 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1.040 | 0,00 | 67 | -7,04 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 7.364 | 0,00 | 477 | 0,85 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 26.919 | 1,58 | 1.722 | -7,27 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 21.572 | -0,13 | 1.380 | -6,51 | ||||
| 2025-07-16 | 13F | American National Bank | 10.410 | -1,81 | 666 | -8,15 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 7.609 | -11,62 | 487 | -13,52 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 675 | 209,63 | 43 | 207,14 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 600 | 0,00 | 38 | -5,00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 500 | 0,00 | 32 | -8,82 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 71.816 | 3,63 | 4.593 | -3,00 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 131.076 | -41,54 | 8.382 | -45,28 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3.406 | -30,28 | 218 | -34,83 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 18 | 20,00 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 413 | 26 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 155.764 | 40,57 | 9.961 | 31,59 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 6.463 | 11,70 | 413 | 4,56 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 15.852 | -40,27 | 1.014 | -44,64 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 4.486 | -4,90 | 287 | -11,18 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 19.051 | 26,32 | 1.218 | 18,25 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | CNB Bank | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1.895.162 | 3,72 | 121.196 | -2,91 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 35.216 | 20,93 | 2.284 | 14,83 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 4.089 | 0,42 | 261 | -6,12 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 700 | 0,00 | 45 | -6,38 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 3.685 | 0,00 | 252 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 20.777 | 58,66 | 1.329 | 48,38 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 6.954 | 445 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 69.157 | -17,73 | 4.423 | -23,00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 52 | 0,00 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10.990 | 0,00 | 703 | -6,40 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 61 | 0,00 | 4 | -25,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5.278 | 0 | ||||||
| 2025-05-08 | 13F | Waterway Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 44.177 | 0,69 | 2.825 | -5,74 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 49.361 | 1,92 | 3.157 | -4,59 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 24.829 | 10,47 | 1.588 | 3,39 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 9.946 | -84,73 | 636 | -85,44 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 49.599 | -2,93 | 3.172 | -9,14 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 331 | 0,30 | 0 | |||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 5.952 | -0,42 | 381 | -6,86 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1.000 | 0,00 | 64 | -7,35 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 54 | 3 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 56.256 | 3,89 | 3.598 | -2,76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 97.311 | 0,83 | 6.223 | -5,61 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.213 | 78 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 35.264 | 3,80 | 2.255 | -2,80 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 381 | -47,01 | 24 | -51,02 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3.734 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 64.034 | 11,15 | 4.095 | 4,04 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12.529 | 3,76 | 801 | 1,52 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 6.970 | -22,85 | 446 | -27,88 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8.179 | 8,09 | 523 | 1,16 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14.056 | -3,82 | 1 | |||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 3.488 | 224 | ||||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 5.824 | 0,88 | 372 | -5,58 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 5.942 | 0,05 | 380 | -6,42 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 280.190 | 24,84 | 17.918 | 16,86 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 3.156 | 0,00 | 202 | -6,51 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | S.A. Mason LLC | 679 | 0,00 | 43 | -6,52 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.109 | 13,23 | 263 | 7,82 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 8.940 | 0,00 | 572 | -6,39 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4.799 | -2,38 | 307 | -8,66 | ||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 3.910 | 0,36 | 250 | -6,02 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3.474 | 10,01 | 222 | 3,26 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1.773.868 | 5,78 | 113.439 | -0,98 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.691 | 0,00 | 108 | -6,09 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 36.568 | -11,14 | 2.339 | -16,83 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5.641 | 361 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7.557 | 0,39 | 483 | -6,03 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3.260 | -58,81 | 209 | -61,48 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 24.028 | -33,16 | 1.537 | -37,46 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6.480 | -2,34 | 414 | -8,61 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 49 | 0,00 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 78.617 | -4,79 | 5.028 | -10,88 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 580 | 0,35 | 40 | -2,50 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 20.654 | -35,15 | 1.321 | -39,34 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 128 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 16.212 | 0,20 | 1.059 | -4,16 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20.749 | -3,72 | 1.418 | 0,64 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 82 | 0,00 | 5 | 0,00 | ||||
| 2025-04-22 | 13F | Canton Hathaway, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8.377 | 6,55 | 536 | -0,37 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.099 | -2,97 | 198 | -9,17 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1.752 | 0,34 | 112 | -5,88 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 637 | 0,00 | 41 | -6,98 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 360 | -4,76 | 23 | -8,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 89.429 | -23,22 | 5.719 | -28,13 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 80.327 | 5,08 | 5.137 | -1,65 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3.391 | 0,30 | 217 | -6,09 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 704 | 0,00 | 45 | -6,25 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 10.235 | 5,21 | 655 | -1,51 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 4.495 | 34,82 | 287 | 32,26 | ||||
| 2025-07-15 | 13F | Xcel Wealth Management, LLC | 5.000 | 0,00 | 320 | -6,45 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 26.568 | -2,39 | 1.699 | -8,56 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 189.730 | 4,35 | 12.133 | -2,33 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 8.470 | -0,36 | 542 | -6,72 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 5.377 | 0,66 | 344 | -5,77 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 4.570 | -85,71 | 292 | -86,63 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 127.939 | -10,30 | 8 | -11,11 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 15.307 | 951 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 3.645 | 0,00 | 249 | 4,62 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 3.348 | 215 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 5.441 | -7,01 | 348 | -13,03 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 32.844 | 0,83 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 4.359 | 279 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 107 | 0,00 | 7 | -14,29 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14.182 | 11,32 | 907 | 4,14 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 85.160 | -0,45 | 5.446 | -6,83 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 272.095 | 4,99 | 17.400 | -1,72 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 170.376 | 9,51 | 10.896 | 2,51 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 3.176 | 0,00 | 203 | -6,02 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 6.252 | 9,88 | 400 | 2,84 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 10.896 | 4,46 | 697 | -2,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 66.105 | -0,55 | 4.227 | -6,91 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6.431 | -18,40 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6.501 | -5,82 | 416 | -11,89 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 132 | -48,64 | 0 | |||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 5.580 | 9,07 | 357 | 2,01 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 31.358 | 1,72 | 2.005 | -4,80 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 16.949 | 4,22 | 1.084 | -2,52 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 300 | 0,00 | 19 | -5,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 300 | 0,00 | 19 | -5,00 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 37.214 | 3 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 137.665 | 37,97 | 8.804 | 29,13 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13.306 | 8,26 | 827 | -1,43 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 152 | 0,00 | 10 | -10,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 79.230 | 335,93 | 5.067 | 308,22 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 47 | 0,00 | 3 | 0,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 325 | 0,00 | 21 | -9,09 | ||||
| 2025-04-16 | 13F | Hilltop Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 291.535 | 3,92 | 18.644 | -2,73 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 8.774 | 47,96 | 599 | 47,54 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 200 | 0,00 | 13 | -7,69 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 5.390 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.864 | -20,84 | 183 | -25,91 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 56.851 | -1,71 | 3.636 | -8,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 464 | 7,66 | 30 | 0,00 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 4.481 | -14,22 | 287 | -19,66 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 143.971 | -15,24 | 9.207 | -20,67 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 4.375 | -49,59 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 24.363 | 0,70 | 1.558 | -5,69 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26.020 | -65,40 | 1.671 | -67,48 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.883 | 17,17 | 120 | 10,09 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 30.089 | -9,85 | 1.924 | -15,61 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 132.612 | 4,28 | 8.481 | -2,39 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 15.412 | -11,81 | 986 | -17,44 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 28.708 | 241,60 | 1.836 | 219,69 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 5.598 | 0,39 | 358 | 0,56 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 600 | 38 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2.441 | 176,13 | 156 | 160,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5.531 | 354 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 229 | -5,76 | 15 | -12,50 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 10 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11.126 | -21,06 | 712 | -26,09 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 45.514 | 1,41 | 2.911 | -5,09 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Fiduciary Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13.241 | -0,14 | 847 | -6,52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2.186 | 8,00 | 140 | 0,72 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 7.360 | 0,01 | 471 | -6,37 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 80.112 | -1,07 | 5.123 | -7,39 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 38.702 | -3,51 | 2.475 | -9,71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 98.275 | -49,15 | 6.285 | -52,40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7.305 | -63,40 | 467 | -65,74 | ||||
| 2025-07-18 | 13F | Eagle Capital Management, LLC | 5.600 | -96,70 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 99.441 | 190,17 | 6.359 | 171,64 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 277 | 0,00 | 18 | -5,56 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 798 | 0,00 | 51 | -5,56 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2.963 | 0,00 | 189 | -6,44 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 20.684 | -85,30 | 1.323 | -86,24 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 931 | -69,40 | 60 | -71,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 26.148 | -10,52 | 1.682 | -15,73 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 11.764 | -1,95 | 752 | -8,18 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3.376 | -17,38 | 216 | -22,94 | ||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | LongView Wealth Management | 8.847 | 52,56 | 566 | 42,68 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5.988 | -45,23 | 383 | -48,79 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12.105 | -10,57 | 774 | -16,23 | ||||
| 2025-04-29 | 13F | Sequent Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 133 | 0,00 | 9 | -11,11 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 74 | 0,00 | 5 | 25,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 149.717 | 11,54 | 9.575 | 4,41 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 34.115 | 9,58 | 2.182 | 2,54 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.595 | 0,06 | 102 | -5,56 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 848 | 0,00 | 53 | -8,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30.574 | 14,29 | 1.955 | 7,01 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 131 | -6,47 | ||||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 7.730 | 0,13 | 494 | -6,26 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Vicus Capital | 12.679 | -28,79 | 811 | -33,39 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 8.066 | -35,47 | 516 | -39,62 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 10 | 0,00 | 1 | |||||
| 2025-08-07 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 4.350 | 4,87 | 278 | -1,77 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 8.822 | -4,96 | 564 | -11,04 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 275 | 18 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 249 | -71,31 | 16 | -74,58 | ||||
| 2025-05-08 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 39.492 | -0,34 | 2.525 | -6,72 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 116.482 | 189,87 | 7.449 | 154,67 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 19.215 | 0,28 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 152.200 | 3.208,70 | 9.733 | 2.999,68 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 39 | 30,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 190.273 | -20,31 | 12.168 | -25,41 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 100 | -56,33 | 6 | -60,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 539 | 0,00 | 34 | -5,56 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 45.836 | 3,17 | 2.931 | -3,43 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5.480 | 6,00 | 350 | -0,85 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 587.436 | 3,53 | 37.567 | -3,09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 30.724 | 48,75 | 1.965 | 45,59 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3.842 | -23,82 | 246 | -22,88 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 9.315 | 40,75 | 596 | 31,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 491.535 | -10,84 | 31 | -16,22 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 331 | 0,00 | 21 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4.991 | 319 |
