Grundlæggende statistik
| Institutionelle ejere | 693 total, 691 long only, 2 short only, 0 long/short - change of 2,51% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5410 % - change of -7,86% MRQ |
| Institutionelle aktier (lange) | 110.409.488 (ex 13D/G) - change of -39,55MM shares -26,38% MRQ |
| Institutionel værdi (lang) | $ 5.388.035 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Floating Rate Bond ETF (US:FLOT) har 693 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 110,409,715 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Northern Trust Corp, LPL Financial LLC, Franklin Resources Inc, Wells Fargo & Company/mn, BlackRock, Inc., Ameriprise Financial Inc, Glenview Trust Co, and UBS Group AG .
iShares Trust - iShares Floating Rate Bond ETF (BATS:FLOT) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 50,97 / share. Previously, on September 13, 2024, the share price was 50,93 / share. This represents an increase of 0,08% 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
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | St Germain D J Co Inc | 727 | 0,41 | 37 | 2,78 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 13.771 | -1,45 | 703 | -1,54 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 20.587 | 2,08 | 1.051 | 2,34 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 120.815 | 2,63 | 6.164 | 2,56 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 8.999 | -17,91 | 459 | -17,89 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 7.255 | 0,00 | 370 | 0,00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 1.637 | 84 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 13.887 | 3,80 | 709 | 3,81 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8.236 | 420 | ||||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 7.580 | 387 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4.398 | -2,22 | 224 | -2,18 | ||||
| 2025-05-07 | 13F | Mycio Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 26.847 | 283,47 | 1.370 | 283,47 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 113.123 | 1,77 | 5.772 | 1,71 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 22.383 | 8,09 | 1.142 | 7,95 | ||||
| 2025-07-28 | 13F | Essex LLC | 5.468 | -19,86 | 279 | -20,11 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 57.970 | 2.958 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 500.985 | -31,97 | 25.560 | -32,01 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 3.461 | 0,76 | 177 | 0,57 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 7.271 | -50,00 | 371 | -50,13 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1.156 | -38,51 | 59 | -37,89 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 46.655 | 4,61 | 2.348 | 3,53 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 509 | -14,02 | 26 | -16,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 405.533 | 6,98 | 21 | 5,26 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 38.289 | 6,77 | 1.954 | 6,72 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 20.021 | 356,06 | 224 | -0,45 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 22.094 | 0,48 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 152.289 | 0,76 | 7.770 | 0,70 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 40.079 | -2,49 | 2.045 | -2,57 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 184.507 | 5,57 | 9.414 | 5,52 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 9.400 | 480 | ||||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 23.100 | -0,78 | 1.179 | -0,51 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 5.359 | 0,00 | 273 | 0,00 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 26.703 | -10,14 | 1.362 | -10,22 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 848.010 | -9,84 | 43.265 | -9,89 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 301.320 | 4,98 | 15.373 | 4,92 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 637 | 1,27 | 33 | 0,00 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 12.871 | 6,35 | 657 | 6,32 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 20.039 | -12,85 | 1.022 | -12,87 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 7.810 | 0,00 | 398 | 0,00 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 444 | 7,25 | 23 | 4,76 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 33.912 | -15,88 | 1.730 | -15,90 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 49.766 | 7,64 | 2.539 | 7,58 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 75.887 | 2,00 | 3.872 | 1,92 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 254.493 | 3,50 | 12.966 | 3,89 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 341.671 | 2,09 | 17.398 | 1,77 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 6.718 | -3,99 | 343 | -4,20 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 54.578 | -19,32 | 2.785 | -19,37 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 286 | 15 | ||||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 9.491 | 2,94 | 484 | 2,98 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6.093 | -4,27 | 311 | -4,32 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 17.484 | 147,44 | 892 | 147,78 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 39.561 | 101,25 | 2.018 | 101,20 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 376 | 1,35 | 19 | 5,56 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 6.100 | 0,00 | 0 | |||||
| 2025-05-13 | 13F | CacheTech Inc. | 79.389 | 25,23 | 4.053 | 25,64 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 15.999 | 13,33 | 811 | 12,50 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 4.007 | 0,00 | 204 | 0,00 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 155.327 | -1,03 | 7.925 | -1,10 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5.786 | 27,00 | 295 | 27,16 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 122.357 | -7,91 | 6.215 | -8,63 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9.252 | -25,85 | 471 | -25,83 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 212 | 11 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 492 | 25 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 28.751 | -2,88 | 1.467 | -2,98 | ||||
| 2025-08-07 | 13F | PFG Advisors | 59.404 | 0,00 | 3.031 | -0,07 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 7.020 | -21,96 | 358 | -22,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11.537 | -40,17 | 589 | -40,24 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 5.673 | -21,15 | 289 | -21,25 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 26.731 | -5,73 | 1.364 | -5,81 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 6.990 | 0,00 | 357 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15.219 | -2,96 | 777 | -3,00 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 12.990 | 661 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 39.094 | 132,20 | 1.989 | 132,90 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 8.863 | -2,25 | 452 | -2,16 | ||||
| 2025-08-14 | 13F | Comerica Bank | 370.096 | 1,18 | 18.882 | 1,12 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.270 | 0,00 | 65 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31.820 | -16,05 | 1.623 | -16,12 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 5.848 | 0,00 | 298 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68.373 | -35,43 | 3 | -40,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 640 | -38,46 | 33 | -39,62 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 24.670 | -1,58 | 1.259 | -1,33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 80.982 | 26,68 | 4 | 33,33 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 24.541 | -5,72 | 1.252 | -5,72 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6.636 | 339 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 397.908 | -5,94 | 20.301 | -6,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 82.030 | 15,08 | 4.185 | 15,04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 343.039 | 0,83 | 18 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3.689 | -1,18 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 9.949 | -11,60 | 508 | -11,67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4.605.228 | 7,97 | 234.959 | 7,91 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 133.765 | 62,38 | 6.825 | 62,28 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 227.282 | -0,07 | 11.596 | -0,14 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 2.470.705 | -15,80 | 126.055 | -15,85 | ||||
| 2025-08-05 | 13F | iA Global Asset Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.124.339 | 13,70 | 57.364 | 13,64 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 8.571 | 0 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 26.434 | 4,07 | 1.349 | 4,01 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 46 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 4.676 | 0,32 | 239 | 0,42 | ||||
| 2025-04-14 | 13F | Bangor Savings Bank | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 14.767 | 0,00 | 753 | 0,00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 34.734 | -52,60 | 1.772 | -52,62 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 20.987 | 4,48 | 1.071 | 4,39 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 15.132 | -34,38 | 772 | -34,41 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7.054 | 41,59 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 179.327 | 0,98 | 9.149 | 0,93 | ||||
| 2025-08-13 | 13F | Garner Asset Management Corp | 5.062 | -39,61 | 258 | -39,58 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 89.432 | 9,00 | 4.563 | 8,93 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 146.017 | 7.421 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 15.628 | -2,49 | 797 | -2,57 | ||||
| 2025-05-07 | 13F | Inlet Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.081 | 1,22 | 55 | 1,85 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 99 | 0,00 | 5 | 0,00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2.000 | 0,00 | 102 | -0,98 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 24.604 | -7,52 | 1.255 | -7,58 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 85.215 | 1,73 | 4.348 | 1,66 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 192.857 | -7,48 | 9.840 | -7,54 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 541 | 28 | ||||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 25.878 | -17,28 | 1.320 | -17,29 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 4.900 | 249 | ||||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares | 308.079 | 0,00 | 15.718 | -0,06 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 6.970 | -45,67 | 356 | -45,72 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 293.483 | 85,22 | 14.974 | 85,13 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 11.891 | 70,26 | 606 | 70,42 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 1.974 | 0,00 | 101 | 0,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 19 | -66,67 | 1 | -100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15.938 | 14,73 | 813 | 14,67 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 6.948 | 0,54 | 354 | 0,28 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 260 | -13,04 | 13 | -13,33 | ||||
| 2025-05-14 | 13F | Clarity Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 37.936 | -3,94 | 1.935 | -3,97 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 52.847 | -3,91 | 2.696 | -3,65 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 32.370 | 1,25 | 1.652 | 1,16 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 18.917 | 0,45 | 965 | 0,42 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 7.443 | 0,00 | 380 | 0,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21.702 | -4,72 | 1.107 | -4,73 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 54.724 | -0,11 | 2.792 | -0,14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 114.993 | -0,27 | 5.867 | -0,34 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4.838 | -19,59 | 247 | -19,87 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.892.809 | -4,47 | 96.571 | -4,53 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 120.948 | 17,34 | 6.171 | 17,26 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 74.819 | -5,59 | 3.802 | -6,01 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 5 | 0,00 | 0 | |||||
| 2025-04-29 | 13F | Burke & Herbert Bank & Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 106.429 | -7,88 | 5.430 | -7,94 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 9.535 | -14,37 | 486 | -14,44 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 5.109 | 0,00 | 261 | 0,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4.865 | -19,21 | 248 | -19,22 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 7.751 | 9,17 | 395 | 9,12 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 15.345 | -17,20 | 783 | -17,34 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 186.863 | -12,01 | 9.534 | -12,07 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 37.785 | 1,25 | 1.928 | 1,15 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 108 | 0,00 | 6 | 0,00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 31 | 2 | ||||||
| 2025-08-14 | 13F | New England Asset Management Inc | 100 | 0,00 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 58.902 | 15,28 | 3.005 | 15,22 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 315.947 | 5,63 | 16.120 | 5,57 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 948 | 0,00 | 48 | 0,00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 22.884 | -0,17 | 1.168 | -0,26 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 27.934 | -34,21 | 1.425 | -34,24 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 28.222 | 0,12 | 1.440 | 0,07 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 20.198 | -4,39 | 1.031 | -4,45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 40.462 | -36,06 | 2.064 | -36,10 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 9.407 | -1,23 | 480 | -1,44 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9.920 | 0,00 | 506 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 21.755 | 62,48 | 1.110 | 62,37 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4.763 | -11,19 | 243 | -10,99 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 136.391 | 6.931 | ||||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 363.351 | 3,64 | 18.538 | 3,58 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 27.982 | -26,74 | 1.428 | -26,78 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 123.526 | -6,89 | 6.302 | -6,94 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 167.700 | 4,57 | 8.556 | 4,51 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 43.578 | 0,94 | 2.223 | 0,91 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 130.922 | -5,58 | 6.680 | -5,64 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 687 | 0,00 | 35 | 0,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 15 | -31,82 | 1 | -100,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 122.766 | -7,23 | 6 | 0,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 725 | 37 | ||||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 425 | 0,00 | 22 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 51.632 | -11,10 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 10.400 | -1,89 | 531 | -2,03 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1.840.077 | -17,28 | 93.697 | -17,53 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 21.529 | 8,79 | 1.098 | 8,71 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 21.721 | -6,22 | 1.108 | -6,26 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 16.112 | -24,95 | 822 | -24,93 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 144 | 1,41 | 7 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 377.052 | -10,65 | 19.237 | -10,70 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 96.700 | 4.934 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 64.359 | 12,26 | 3.284 | 12,20 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 41.467 | 0,52 | 2.116 | 0,81 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 24.070 | -9,45 | 1.228 | -9,44 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 3.907 | -7,72 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 12.594 | -2,60 | 643 | -1,23 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 501.737 | -8,37 | 25.599 | -8,42 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 23.760 | 2,15 | 294 | 9,33 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 9.734 | -13,45 | 497 | -13,59 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 5.850 | -42,44 | 298 | -42,47 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 186 | 9 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 12.737 | 650 | ||||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 28.710 | 4,93 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 16.690 | -27,04 | 852 | -27,08 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4.418 | 27,87 | 225 | 27,84 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 162.235 | 4,98 | 8.269 | 4,82 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 8.368 | -3,32 | 427 | -3,40 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 84 | 500,00 | 4 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 12.277 | 0,00 | 626 | 0,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12.270 | 626 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 129.608 | 4,13 | 6.613 | 4,06 | ||||
| 2025-05-15 | 13F | Syon Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-10 | 13F | Contravisory Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 36.370 | -0,76 | 1.856 | -0,80 | ||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 22.500 | 1.148 | ||||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 4.580 | 234 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 152.302 | 1,27 | 7.770 | 1,21 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 138.375 | 8,50 | 7.060 | 8,43 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29.444 | 110,93 | 1.502 | 110,96 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 263 | 26.200,00 | 13 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 30.437 | -10,64 | 1.553 | -10,70 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 30.537 | 0,00 | 1.558 | -0,06 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 12.457 | 165,61 | 636 | 165,69 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 135.210 | 13,40 | 6.898 | 13,34 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 168.878 | 2,40 | 8.616 | 4,15 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 888.666 | -8,83 | 45.340 | -8,88 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 73.753 | -4,99 | 3.763 | -4,74 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 21.974 | -33,02 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 300 | 15 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 79.389 | 25,23 | 4.053 | 25,64 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 19.465 | -3,82 | 993 | -3,87 | ||||
| 2025-08-08 | 13F | Allianz Se | 18.938 | 0,00 | 966 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10.911 | -4,57 | 557 | -4,63 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 67.859 | 83,98 | 3.462 | 83,95 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 8.545 | 8,29 | 436 | 8,21 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 34.595 | 17,45 | 1.765 | 17,43 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 41.192 | -10,16 | 2.102 | -10,21 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 11.426 | -66,14 | 583 | -66,20 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 61.558 | 2,82 | 3.141 | 2,75 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 708 | 0,00 | 36 | 0,00 | ||||
| 2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 10.925 | 1,39 | 557 | 1,27 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 110.940 | 18,45 | 5.660 | 18,39 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2.742.216 | 4,99 | 139.257 | 4,70 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 10.134 | 0,31 | 517 | 0,39 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 11.588 | 591 | ||||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 79 | 0,00 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 839.303 | 10,17 | 42.821 | 10,10 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 41.798 | -2,93 | 2.133 | -3,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8.234 | 420 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 6.380 | -22,62 | 326 | -22,62 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 34.096 | -20,72 | 1.740 | -20,77 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 7.556 | -5,57 | 386 | -5,64 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 17.866 | 12,37 | 912 | 12,33 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 41.683 | -34,89 | 2.127 | -34,93 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 13.645 | -18,53 | 696 | -18,50 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 6.038 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Tableaux Llc | 24.046 | 135,45 | 1.322 | 153,55 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 638 | 0,00 | 33 | 0,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 15.000 | 0,00 | 765 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17.526 | -18,80 | 894 | -18,80 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 25.000 | 0,00 | 1.276 | -0,08 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2.481 | -3,46 | 127 | -3,82 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14.034 | 716 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 7.096 | 0,61 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.256 | 115 | ||||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 7.082 | 0,37 | 361 | 0,28 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 9.536 | -16,18 | 487 | -16,21 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 52.408 | 9,29 | 2.674 | 9,24 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6.615 | -32,19 | 337 | -32,33 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 44.812 | -14,04 | 2.286 | -14,09 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 183.834 | -1,14 | 9.353 | -0,67 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 432.756 | 0,00 | 22.088 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 62.840 | 6,93 | 3.206 | 6,87 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 132.461 | -5,86 | 6.758 | -5,92 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 242.992 | -21,36 | 12.397 | -21,40 | ||||
| 2025-07-31 | 13F | City State Bank | 235 | 0,00 | 12 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.210 | 0,00 | 113 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 55.638 | -2,87 | 2.839 | -2,61 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 167.264 | -0,50 | 8.534 | -0,56 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 115.840 | 7,92 | 5.910 | 7,87 | ||||
| 2025-08-12 | 13F | Nutshell Asset Management Ltd | 23.026 | -90,18 | 1.175 | -90,19 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 26.466 | 110,43 | 1.350 | 110,28 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11.628 | -12,49 | 593 | -12,54 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 11.900 | 0,00 | 607 | 0,00 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 19.303 | 985 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 198 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 28.172 | 10,49 | 1.437 | 10,45 | ||||
| 2025-05-15 | 13F | Edmond De Rothschild Holding S.a. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4.307 | -15,55 | 220 | -15,77 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 131.824 | -1,06 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.960.948 | -16,62 | 100.048 | -16,67 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8.585 | -0,23 | 438 | -0,23 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 17.842 | 0,00 | 910 | 0,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13.205 | 17,71 | 674 | 17,66 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 195.318 | -24,37 | 9.951 | -23,99 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 9.226 | -1,47 | 471 | -1,67 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 53.539 | 5,80 | 2.732 | 136.450,00 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 5.060 | 0,00 | 258 | 0,00 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 5.156 | 0,00 | 263 | 0,00 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 53.390 | 4,45 | 2.724 | 4,37 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 325 | 0,00 | 17 | 0,00 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 9.268 | -48,25 | 473 | -48,36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 187.510 | 60,37 | 9.567 | 60,29 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 147.128 | -0,78 | 8 | 0,00 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 216.341 | 22,16 | 11.038 | 22,09 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 254.422 | -10,30 | 12.981 | -10,35 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 200 | -61,39 | 10 | -61,54 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 6.415 | 0,30 | 0 | |||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 4.069 | 208 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 792 | 40 | ||||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 438 | 15,57 | 22 | 15,79 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 13.744 | 0,00 | 701 | 0,00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 23.033 | 1.175 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 23.614 | 13,46 | 1.205 | 13,37 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 38.134 | 52,53 | 1.946 | 52,43 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 129.534 | 959,76 | 6.609 | 960,67 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 8.870 | -1,20 | 453 | -1,31 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 60.554 | -2,57 | 3.089 | -2,62 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 227.156 | 64,91 | 11.589 | 64,83 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 391.722 | 3,60 | 19.986 | 3,54 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 124.506 | -2,72 | 6.352 | -2,77 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 177.234 | 3,52 | 9.042 | 3,46 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 52.482 | -4,38 | 2.678 | -4,43 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 146.921 | 13,03 | 7.496 | 12,96 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Callahan Advisors, LLC | 33.350 | 16,73 | 1.702 | 16,67 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 346.876 | 5,12 | 17.698 | 5,06 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 344.972 | -1,84 | 17.600 | -1,90 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 773.580 | 3,35 | 39.468 | 3,29 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 8.397 | -2,81 | 428 | -2,95 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 4.400 | -69,54 | 224 | -69,61 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 8.650 | -15,00 | 441 | -15,03 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 293.483 | 85,22 | 14.974 | 85,13 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 14.591 | 1,76 | 744 | 1,78 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1.378.385 | -36,90 | 70.325 | -36,93 | ||||
| 2025-08-05 | 13F | Allstate Corp | 53.629 | 2.736 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 34.277 | 95,01 | 1.749 | 94,87 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 7.506 | -44,13 | 383 | -44,23 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3.907 | 199 | ||||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 500 | 0,00 | 26 | 0,00 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1.221.041 | 62 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 54.578 | -3,01 | 2.774 | -3,18 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 44 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 14.248 | 1,54 | 727 | 1,40 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 17.635 | -4,89 | 900 | -4,97 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5.335 | 272 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 52.262 | 840,30 | 2.666 | 842,05 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1.914 | 0,00 | 98 | 0,00 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 7.438 | -1,35 | 379 | -1,30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 377.295 | -3,34 | 19.250 | -3,40 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2.742.513 | -8,81 | 139.923 | -8,86 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 57.607 | -20,54 | 2.939 | -20,57 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 25.793 | -6,47 | 1.316 | -6,54 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 467.331 | 67,59 | 23.843 | 67,50 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 16.250 | 0,00 | 829 | 0,00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 197 | 10 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 68.540 | -5,31 | 3.497 | -5,39 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1.285 | 0,00 | 66 | 0,00 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 9.420 | 0,00 | 481 | 0,00 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 11.086 | 0,26 | 566 | 0,18 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 43.248 | -2,11 | 2.207 | -2,17 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 70.375 | 21,68 | 3.591 | 21,61 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 626.276 | 0,48 | 31.953 | 0,42 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 4.850 | 0,00 | 247 | 0,00 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 460.717 | 1,92 | 23.506 | 1,86 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 77.166 | 5,65 | 3.937 | 5,61 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 37.390 | 1.908 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2.119 | 0,00 | 108 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 29.494 | -32,00 | 1.505 | -32,07 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 906 | -21,29 | 46 | -20,69 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 13.226 | 33,79 | 675 | 34,00 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 24.277 | 12,24 | 1.239 | 12,14 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 336 | 7,01 | 17 | 6,25 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 4 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 61.914 | -13,92 | 3.159 | -13,97 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 654.191 | 15.997,22 | 33.374 | 16.022,22 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 10.998 | 0,00 | 561 | 0,00 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 5.391 | 0,00 | 275 | 0,73 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 33.375 | 0,00 | 1.703 | -0,06 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 103.553 | 8,97 | 5.285 | 8,95 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2.353 | 0,00 | 120 | 0,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6.486 | 0,00 | 331 | -0,30 | ||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 3.901 | 77,32 | 199 | 77,68 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 37.824 | -2,08 | 1.930 | -2,13 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 7.742 | 0,00 | 395 | -0,25 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 92.055 | -11,00 | 4.697 | -11,06 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 154.827 | 24,59 | 7.899 | 24,53 | ||||
| 2025-04-15 | 13F | Atwood & Palmer Inc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 70.250 | -3,33 | 3.584 | -3,03 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 800 | 0,00 | 41 | 0,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10.167 | -20,24 | 519 | -20,03 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 30.143 | 226,82 | 1.536 | 226,60 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 93.977 | 4.795 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 90.365 | 4,07 | 4.613 | 4,44 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 69.321 | 41,21 | 3.537 | 41,10 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 69.500 | 3.546 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 117.104 | 0,28 | 5.975 | 0,22 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 393 | 0,00 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.638 | 6,96 | 237 | 6,79 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 13.862 | -21,86 | 707 | -21,88 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 28.125 | 7,42 | 1.435 | 7,34 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 97.148 | 18,06 | 4.941 | 18,32 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 138.293 | 6,88 | 7.056 | 6,81 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 5.962 | 304 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 80.667 | -1,62 | 4.110 | -1,37 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 301 | 0,00 | 15 | 0,00 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 111.302 | -62,15 | 5.679 | -62,18 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 15.670 | 0,00 | 798 | -0,13 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 205.374 | -11,60 | 10.478 | -11,65 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 4.343 | 0,00 | 222 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 556.444 | -20,95 | 28 | -20,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 14.608 | 6,38 | 745 | 6,28 | ||||
| 2025-06-02 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3.597 | 0,19 | 183 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 105.321 | 6,95 | 5.373 | 6,88 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 16.913 | 9,77 | 863 | 9,67 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 5.000 | 255 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 10.664 | 0,00 | 544 | 0,00 | ||||
| 2025-04-08 | 13F | Spartan Planning & Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 19.673 | -15,23 | 1.004 | -15,29 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 31.655 | -10,94 | 1.615 | -10,97 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 5.070 | 259 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 110.327 | 75,18 | 5.629 | 75,05 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 70.602 | -56,42 | 3.602 | -56,44 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 135.834 | 3,79 | 6.930 | 3,73 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 38.544 | 340,15 | 1.966 | 339,82 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3.947 | 201 | ||||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 668.097 | 153,33 | 34.086 | 153,18 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 15.250 | -50,93 | 778 | -50,95 | ||||
| 2025-08-07 | 13F | Nwam Llc | 10.279 | 11,49 | 525 | 11,70 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 4.407 | 225 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2.075 | 0,00 | 106 | 0,00 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 15.785 | -1,92 | 805 | -1,95 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 1.946 | 0,00 | 99 | 0,00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 16.532 | -10,55 | 843 | 743,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4.612.954 | 1,82 | 235.353 | 1,76 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 4.956 | -78,69 | 253 | -78,77 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 72.084 | -8,60 | 3.678 | -8,67 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 89.466 | 399,22 | 4.565 | 399,34 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 425 | 0,00 | 22 | 0,00 | ||||
| 2025-07-30 | 13F | Canal Insurance CO | 78.000 | 0,00 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 5.925 | 7,73 | 302 | 8,24 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1.221.144 | 5,56 | 62.303 | 5,50 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 9.013 | -9,49 | 460 | -9,65 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6.981 | 13,73 | 356 | 13,74 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 45.100 | 122,17 | 2.301 | 122,10 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5.935 | -1,28 | 303 | -1,31 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 36.939 | -6,02 | 1.885 | -6,08 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 4.576 | 233 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 265.710 | -49,39 | 13.554 | -49,43 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 72.770 | 201,70 | 3.713 | 201,54 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 4.263 | -36,02 | 217 | -36,18 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 82.125 | 16,29 | 4.190 | 16,23 | ||||
| 2025-08-14 | 13F | Betterment LLC | 231.854 | -5,41 | 12 | -8,33 | ||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 28.337 | -3,36 | 1.446 | -3,41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 91.513 | 4.669 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 514.361 | 3,23 | 26.243 | 3,17 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 13.260 | 0,60 | 677 | 0,60 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 30.112 | -10,67 | 1.537 | -10,38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 582.622 | -3,72 | 29.725 | -3,77 | ||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 464.857 | 1,48 | 23.671 | 1,16 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 464 | 0,00 | 24 | 0,00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 40.188 | 10,64 | 2.050 | 10,57 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 429.690 | -5,12 | 21.923 | -5,17 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 163.673 | 5.002,03 | 3 | -98,16 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 66.261 | 3.381 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23.704 | 16,69 | 1.209 | 16,70 | ||||
| 2025-03-31 | NP | TUIFX - Toews Unconstrained Income Fund | 36.400 | -5,21 | 1.859 | -5,10 | ||||
| 2025-08-14 | 13F | Cito Capital Group, LLC | 10.500 | 75,00 | 1 | |||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 764.071 | -98,06 | 38.983 | 4.942,95 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12.597 | 643 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 209 | 0,00 | 11 | 0,00 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 192.592 | -9,89 | 9.799 | -10,18 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 90.920 | 1,23 | 4.639 | 1,18 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8.799.613 | -0,72 | 448.956 | -0,78 | ||||
| 2025-07-09 | 13F | Exchange Bank | 4.080 | -7,29 | 208 | -7,14 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 4.859 | -48,13 | 248 | -48,33 | ||||
| 2025-04-10 | 13F | Bay Rivers Group | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 113.387 | -5,32 | 5.785 | -5,38 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 98 | 5 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 2.008 | 0 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 42.134 | -11,94 | 2.150 | -12,00 | ||||
| 2025-05-01 | 13F | American Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 25.443 | -1,13 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.757 | -48,05 | 90 | -48,26 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 15.705 | 0,00 | 1 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10.021 | 0,21 | 511 | 0,20 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7.247 | -30,69 | 370 | -30,77 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 9.642 | 0,00 | 492 | -0,20 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 5.605 | -1,75 | 286 | -2,06 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 72.814 | 13,81 | 3.715 | 13,75 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 77.070 | -0,25 | 3.932 | -0,30 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 88 | 0,00 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 203.962 | 7,45 | 10 | 11,11 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 12.675 | -10,55 | 647 | -10,65 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5.039 | -28,25 | 257 | -28,21 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 36.281 | -4,13 | 1.851 | -4,14 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 15 | -86,84 | 1 | -100,00 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 14.170 | 33,70 | 723 | 33,46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 841.342 | 20,99 | 42.931 | 20,93 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 10.407 | 531 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.827.837 | -9,37 | 93.256 | -9,42 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 13.447 | 321,80 | 686 | 323,46 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 159.273 | -6,93 | 8.125 | -6,64 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 21.585 | 5,44 | 1.101 | 5,36 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 145.375 | 1,70 | 7.417 | 1,64 | ||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4.817 | -15,39 | 246 | -15,52 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 6.925 | 279,04 | 350 | 280,43 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 187.981 | 9,70 | 9.591 | 9,64 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 25.995 | -9,82 | 1.326 | -9,55 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 127 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 1.000 | 0,00 | 51 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.485 | 76 | ||||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 103.591 | 5,34 | 5.285 | 5,28 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 61.723 | -14,10 | 3.149 | -14,15 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 94.940 | -29,67 | 4.844 | -29,72 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2.508.797 | -6,83 | 127.999 | -6,89 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 7.913 | -29,71 | 404 | -29,79 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 1.215.366 | 2,74 | 62.008 | 2,68 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 27.957 | 39,20 | 1.426 | 39,12 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 7.710 | -3,60 | 393 | -4,15 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 107.236 | 5,55 | 5.472 | 5,49 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 25.992 | -6,03 | 1.326 | -6,09 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 30.320 | 18,88 | 1.547 | 19,20 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 66.322 | -2,79 | 3.384 | -2,87 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 20.875 | -21,10 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 193.690 | -24,16 | 9.882 | -24,21 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 262.224 | 13,80 | 13.390 | 14,22 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 11.620 | 0,00 | 593 | -0,17 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Kmt Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 146.484 | 7,65 | 7.474 | 7,59 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9.805 | 0 | ||||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 5.000 | 255 | ||||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 150.294 | 2,11 | 7.668 | 2,31 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 4.000 | -30,74 | 204 | -30,61 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7.926 | 6,95 | 404 | 6,88 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 16.484 | 71,30 | 841 | 71,28 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 64.689 | -12,86 | 3.300 | -12,91 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 13.633 | 696 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4.950 | 0,00 | 253 | 0,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 1.356.721 | 1,98 | 69.220 | 1,92 | ||||
| 2025-07-28 | 13F | Toews Corp /adv | 49.228 | 0,62 | 2.512 | 0,56 | ||||
| 2025-07-16 | 13F | Rezny Wealth Management, Inc. | 13.177 | -2,76 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 158.066 | -5,07 | 8.065 | -5,13 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 3.200 | 0,00 | 163 | 0,00 | ||||
| 2025-04-25 | 13F | Wealthstar Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 170 | 53,15 | 9 | 60,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5.684.973 | 4,37 | 290.047 | 4,31 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 226.944 | -5,75 | 11.579 | -5,81 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1.460 | 197,96 | 74 | 196,00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4.852 | -94,98 | 248 | -95,00 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 5.712 | -5,94 | 291 | -6,13 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 28.739 | -70,34 | 1.466 | -70,36 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 347.073 | -23,69 | 17.708 | -23,73 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 7.918 | -55,71 | 403 | -55,81 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 423.777 | -6,13 | 21.621 | -6,18 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 44.482 | 0,00 | 2.269 | -0,04 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 120 | 0,00 | 6 | 0,00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 14.548 | -3,41 | 742 | -3,39 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 603 | 0,00 | 31 | 0,00 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 9.203 | -4,89 | 470 | -4,87 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 22.304 | 30,64 | 1.138 | 30,54 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 71.140 | -12,69 | 4 | -25,00 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 8.207 | -41,62 | 419 | -41,70 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 56.681 | -93,56 | 2.892 | -93,56 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 869 | -79,83 | 44 | -79,91 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 390 | -17,89 | 20 | -20,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 522.976 | -13,33 | 27 | -13,33 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 36 | 2 | ||||||
| 2025-08-26 | NP | PSFRX - Virtus Newfleet Senior Floating Rate Fund Class A | 22.500 | 17,43 | 1.148 | 17,28 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 54.712 | 0,47 | 2.780 | 0,00 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 7.141 | 0,00 | 364 | 0,00 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 5.476 | 0,00 | 279 | 0,00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 118.331 | 2,37 | 6.037 | 2,32 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 4.252 | 0,00 | 217 | -0,46 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 4.337 | 0,00 | 221 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 50.880 | 2.596 | ||||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 11.141 | -4,91 | 568 | -5,02 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 164.134 | -29,12 | 8.374 | -29,16 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -142 | -33,95 | -7 | -30,00 | |||
| 2025-08-12 | 13F | Archer Investment Corp | 1.441 | -20,34 | 74 | -20,65 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3.076.260 | 0,55 | 156.951 | 0,49 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 4.680 | 0,00 | 239 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 12.299 | -18,78 | 628 | -18,78 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4.150 | -6,74 | 212 | -7,05 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 22.556 | -27,49 | 1.151 | -27,54 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16.440 | 1 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 341.412 | 8,66 | 17.419 | 8,59 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 27.218 | -76,01 | 1.389 | -76,03 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 32.927 | 1.680 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9.326 | -10,29 | 476 | -10,38 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 18.487 | -26,23 | 943 | -26,27 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 33.866 | 80,91 | 1.728 | 80,84 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 21.000 | 0,00 | 1.071 | -0,09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8.042 | 0,00 | 410 | 0,00 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4.330 | 1,19 | 221 | 0,92 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 9.353 | 0,66 | 477 | 0,63 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 6.954 | -22,41 | 355 | -22,54 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3.209.096 | 10,84 | 163.728 | 10,77 | ||||
| 2025-08-12 | 13F | Barings Llc | 780.000 | 0,00 | 39.796 | -0,06 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 989 | -7,57 | 50 | -7,41 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 142.622 | -2,50 | 7.277 | -2,56 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 4.848 | -3,52 | ||||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 64.827 | 2,07 | 3.307 | 2,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4.676 | 3,36 | 239 | 3,48 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 12.732 | 650 | ||||||
| 2025-07-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 22.383 | -40,48 | 1.141 | -40,66 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 9.437 | 36,24 | 481 | 36,65 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 15.788 | 0,00 | 806 | 0,00 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 23 | -94,61 | 1 | -95,24 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 13.979 | -0,38 | 711 | -0,70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.959.410 | -10,47 | 99.770 | -10,70 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 65.692 | 6,11 | 3.352 | 6,04 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 18.786 | 958 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 400 | 0,00 | 20 | 0,00 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 9.299 | 30,40 | 474 | 30,22 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8.792 | -34,85 | 449 | -34,88 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 4.302 | 1,30 | 219 | 1,39 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 7.430 | 0,00 | 379 | 0,00 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 83.986 | -1,85 | 4.287 | -1,52 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 136.197 | 13,72 | 6.949 | 13,64 | ||||
| 2025-07-16 | 13F | Novem Group | 10.527 | 3,39 | 537 | 3,47 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 277.120 | -16,27 | 14.139 | -16,32 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 4.891 | 6,79 | 250 | 6,87 | ||||
| 2025-05-09 | 13F | Haverford Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 13.988 | 1,25 | 714 | 1,13 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 66 | 3 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 303.840 | -11,80 | 15.502 | -11,86 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 2.655.067 | 4,97 | 135.462 | 4,91 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -85 | -48,48 | -4 | -50,00 | |||
| 2025-07-25 | 13F | Natural Investments, Llc | 10.493 | 0,05 | 1 | |||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 183 | -99,51 | 9 | -99,53 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 31.140 | -0,63 | 1.587 | -0,19 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 5.564 | -3,64 | 284 | -3,74 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 61 | 3 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 54.699 | 14,94 | 2.791 | 14,86 | ||||
| 2025-04-25 | 13F | Koshinski Asset Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 3.960 | -37,74 | 202 | -37,65 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 40 | 2,56 | 2 | 100,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 15.670 | -9,88 | 799 | -9,92 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 146.908 | 9,21 | 7.495 | 9,15 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 81.084 | -50,24 | 4.137 | -50,27 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 4.066 | 207 | ||||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 67.419 | 3.440 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 500 | 0,00 | 25 | 0,00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 23.601 | -0,67 | 1.204 | -0,66 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 504.762 | -4,44 | 25.753 | -4,50 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 145.409 | 22,47 | 7.419 | 22,39 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 878 | 6,17 | 45 | 4,76 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 248.416 | 4,47 | 12.674 | 4,41 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 60.300 | 3.077 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 40.339 | 226,05 | 2 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3.939 | 71,11 | 201 | 70,94 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 102.031 | -15,75 | 5.206 | -14,56 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 14.893 | 0,59 | 760 | 0,53 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 147.458 | -2,62 | 7.523 | -2,68 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 15.570 | 794 | ||||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 22.687 | 45,61 | 1.157 | 45,53 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 13.154 | -3,80 | 671 | -3,73 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 504.956 | 435,23 | 25.763 | 434,93 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 4.473 | -1,54 | 228 | -1,30 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 6.938 | -46,54 | 354 | -46,68 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 47.553 | 2,33 | 2.426 | 2,28 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 32.496 | 1.658 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 495 | 0,81 | 25 | 0,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 25.690 | 8,39 | 1.312 | 8,52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3.300 | 20,57 | 168 | 20,86 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 128.754 | 2,80 | 6.569 | 4,55 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 25.862 | 12,94 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8.716 | -39,05 | 445 | -39,18 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 167.485 | 4,88 | 8.569 | 5,12 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 160.979 | -1,36 | 8.213 | -1,42 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 63 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 34.399 | -0,22 | 1.755 | -0,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24.991 | -17,01 | 1.275 | -17,05 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11.219 | -2,82 | 572 | -2,89 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 29.584 | -3,05 | 1.505 | -3,34 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 51.904 | 18,24 | 2.648 | 18,21 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 44.335 | -22,77 | 2.262 | -22,83 | ||||
| 2025-08-18 | 13F | Cunning Capital Partners, LP | 43.000 | -14,00 | 2 | 0,00 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 11.808 | -3,41 | 602 | -3,53 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11.841 | 32,61 | 604 | 32,75 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 53.696 | 0,99 | 2.740 | 0,92 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 14.919 | -4,52 | 761 | -4,52 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 98 | 0,00 | 5 | -20,00 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 13.938 | 50,66 | 711 | 50,64 |
