Grundlæggende statistik
| Institutionelle ejere | 311 total, 311 long only, 0 short only, 0 long/short - change of 5,02% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4729 % - change of -18,63% MRQ |
| Institutionelle aktier (lange) | 64.792.050 (ex 13D/G) - change of -10,38MM shares -13,81% MRQ |
| Institutionel værdi (lang) | $ 1.458.548 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF (US:IBTF) har 311 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 64,792,050 aktier. Største aktionærer omfatter Hm Payson & Co, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Capital Investment Advisors, LLC, Hills Bank & Trust Co, UBS Group AG, GWM Advisors LLC, Raymond James Financial Inc, and Connecticut Wealth Management, LLC .
iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF (NasdaqGM:IBTF) 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 15, 2025 is 23,32 / share. Previously, on September 16, 2024, the share price was 23,39 / share. This represents a decline of 0,30% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 22.766 | -24,32 | 532 | -24,47 | ||||
| 2025-08-04 | 13F | Balentine LLC | 42.259 | 26,69 | 987 | 26,70 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 73.396 | -11,64 | 1.715 | -11,70 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 651.802 | 72,95 | 15.226 | 72,89 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 858 | -37,65 | 20 | -37,50 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 148.665 | -15,01 | 3.473 | -15,05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.112.080 | -57,61 | 25.978 | -57,63 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9.783 | 0,35 | 229 | 0,44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 45.239 | -18,98 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20.148 | 1,89 | 471 | 1,95 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 52.784 | -0,09 | 1.233 | -0,08 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 346.406 | -22,83 | 8.092 | -22,85 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 49.564 | 23,50 | 1.155 | 23,53 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10.450 | -45,27 | 244 | -45,29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 395.444 | 0,28 | 9 | 0,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 4.517.615 | 9,17 | 105.577 | 9,41 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 89.941 | -15,23 | 2.101 | -15,25 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 10.461 | 0,09 | 244 | 0,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8.580 | 200 | ||||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 127.888 | -1,09 | 2.987 | -1,13 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 12.684 | 2,01 | 296 | 2,07 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 112.620 | 5,50 | 2.631 | 5,45 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 313.328 | -3,66 | 7.319 | -3,70 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 99.248 | 0,20 | 2.318 | 0,17 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 236.816 | -60,83 | 5.532 | -60,85 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38.056 | -60,94 | 889 | -60,98 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 4.882 | 0,00 | 114 | 0,88 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21.109 | -82,07 | 493 | -82,08 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9.533 | 2,43 | 223 | 2,30 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 90.476 | -19,54 | 2.114 | -19,57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1.319.780 | -8,63 | 30.830 | -8,67 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 207.251 | -10,19 | 4.839 | -10,26 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3.446 | 0,00 | 81 | 0,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 11.297 | 264 | ||||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 121.023 | -22,71 | 2.827 | -22,74 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1.022.812 | -15,34 | 23.893 | -15,38 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 57.810 | 7,89 | 1.351 | 8,17 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 8.575 | 200 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 10.550 | 0,00 | 246 | 0,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 30.030 | 0,00 | 702 | 0,00 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hara Capital LLC | 3.813 | 0,00 | 89 | 0,00 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7.147 | -0,04 | 167 | -0,60 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 156.985 | -51,39 | 3.667 | -51,41 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14.927 | 0,00 | 349 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 147.036 | 7,31 | 3.435 | 7,25 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 9.998 | 234 | ||||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 394.006 | 11,86 | 9.208 | 11.128,05 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 8.594 | 0,30 | 201 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 454.653 | 200,98 | 10.621 | 200,85 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 9.887 | 231 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1.908.151 | -2,27 | 44.574 | -2,32 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 16 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 133.134 | -44,55 | 3 | -40,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 25.024 | 20,14 | 585 | 20,16 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 480.174 | 115,47 | 11 | 120,00 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 27.820 | 7,93 | 650 | 7,81 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 42.401 | -7,20 | 990 | -7,22 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 22.657 | -5,56 | 529 | -5,54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 23.115 | -5,26 | 540 | -5,44 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 35.536 | 1,57 | 830 | 1,59 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 867 | 20 | ||||||
| 2025-04-22 | 13F | Whalen Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 212.764 | -1,12 | 4.970 | -1,15 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 91.485 | -8,37 | 2.137 | -8,36 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2.895 | -7,21 | 68 | -6,94 | ||||
| 2025-04-21 | 13F | Shelton Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 106.694 | 40,78 | 2.492 | 40,71 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 18.765 | -7,62 | 438 | -7,59 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 9.279 | 0,00 | 217 | 0,00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 16.841 | 393 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10.000 | 0,00 | 233 | 0,00 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 62.576 | 1,00 | 1.462 | 0,97 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 54.815 | 1 | ||||||
| 2025-05-08 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9.200 | 215 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 789.713 | -1,90 | 18.448 | -1,94 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 22.346 | 1,07 | 522 | 1,16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 203.031 | 27,65 | 4.743 | 27,58 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 613.590 | 3,63 | 14.333 | 3,55 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 283.413 | -77,76 | 6.621 | -77,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.149.158 | -1,25 | 26.844 | -1,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 166 | 4 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.274.845 | -38,17 | 29.780 | -38,19 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 3.600 | 0,00 | 84 | 0,00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 285 | 0,00 | 7 | 0,00 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 166.764 | 200,00 | 3.897 | 200,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 871 | -61,75 | 20 | -62,26 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 34.820 | -1,26 | 813 | -1,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 659.449 | -14,51 | 15.405 | -14,55 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 20.007 | -4,14 | 467 | -4,11 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 53.788 | 15,43 | 1.256 | 15,34 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 430.547 | 3,46 | 10.058 | 3,41 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.955 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 10.000 | 0,00 | 234 | 0,00 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 14.891 | -49,71 | 348 | -49,86 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 87.690 | -5,16 | 2.048 | -5,19 | ||||
| 2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 126.103 | -30,26 | 2.946 | -30,30 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 39.780 | -1,23 | 929 | -1,28 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 213.476 | -0,28 | 4.987 | -0,32 | ||||
| 2025-05-14 | 13F | Colonial Trust Co / SC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 280.908 | -0,24 | 6.562 | -0,27 | ||||
| 2025-05-13 | 13F | Summitry Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2.178.749 | -0,98 | 50.896 | -1,02 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 33.605 | 0,65 | 785 | 0,64 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 74.435 | -1,59 | 1.734 | -1,92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 849.809 | -5,04 | 19.856 | -5,08 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 9.823 | 229 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 146.641 | 55,71 | 3.426 | 55,68 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 117 | ||||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 11.375 | 0,59 | 266 | 0,38 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 41.404 | -0,54 | 967 | -0,51 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 49.109 | -33,82 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 219.659 | 51,29 | 5.131 | 51,22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51.153 | -86,77 | 1.195 | -86,78 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 672.692 | 1,14 | 15.714 | 1,10 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15.322 | -97,15 | 0 | -100,00 | ||||
| 2025-05-14 | 13F | Synovus Financial Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 87.767 | -15,92 | 2.051 | -15,74 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 27.884 | 651 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9.335 | 1,07 | 218 | 1,40 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 295.543 | -5,72 | 6.880 | -6,10 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 328.697 | 32,92 | 7.678 | 32,86 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 109.392 | 3,18 | 2.555 | 3,15 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 875.124 | 24,42 | 20.443 | 24,37 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2.500 | 0,00 | 58 | 0,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2.321 | 0,13 | 54 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 234.212 | -3,71 | 5.471 | -3,76 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 554 | 13 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 76.008 | 2,06 | 1.776 | 2,01 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 533.920 | 2,78 | 12.435 | 2,65 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 208.051 | 1,73 | 4.860 | 1,69 | ||||
| 2025-09-03 | 13F | American Trust | 11.328 | 0,00 | 265 | 0,00 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 279 | 4,89 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.554.218 | -15,09 | 59.667 | -15,13 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 127.277 | 39,57 | 2.973 | 39,51 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 33.750 | 82,43 | 788 | 82,41 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 271.617 | 27,16 | 6.345 | 27,08 | ||||
| 2025-07-16 | 13F | Novem Group | 49.811 | 4,69 | 1.164 | 4,68 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 27.594 | 3,45 | 645 | 3,37 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 14.953 | -6,27 | 349 | -6,18 | ||||
| 2025-08-08 | 13F | Creative Planning | 96.953 | -14,53 | 2.265 | -14,60 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 20.428 | -30,94 | 477 | -30,97 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 865 | 0,00 | 20 | 0,00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1.182 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 51.743 | 13,74 | 1.209 | 14,06 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 797.361 | 2,32 | 18.626 | 2,28 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23.917 | 1,67 | 559 | 1,45 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 213.243 | -2,69 | 4.981 | -2,73 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 158.521 | 3.703 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 342.885 | 13,49 | 8 | 14,29 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3.000 | -70,74 | 70 | -70,71 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 16.841 | 393 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 169.088 | 1,72 | 3.950 | 1,67 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 24.434 | -31,71 | 571 | -31,82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 64.380 | 286,43 | 1.504 | 286,38 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1.971 | -53,69 | 46 | -53,54 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 387.685 | -1,68 | 9.056 | -1,71 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 440 | 10 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 194.087 | -3,24 | 5 | 0,00 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 11.720 | 2,41 | 274 | 2,25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 100.388 | -42,94 | 2.345 | -42,83 | ||||
| 2025-04-17 | 13F | Aries Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 849 | 0,00 | 20 | 0,00 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 91.812 | 4,20 | 2.145 | 4,13 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 577 | 1,77 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 14.697 | 343 | ||||||
| 2025-08-13 | 13F | Knollwood Investment Advisory, LLC | 42.900 | 0,00 | 1.002 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 317.172 | -4,07 | 7 | 0,00 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 34.082 | 13,43 | 796 | 13,39 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 831 | -51,94 | 19 | -52,50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20.892 | -17,47 | 488 | -17,43 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 250.289 | 2.235,87 | 11 | -96,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.556.598 | -8,25 | 83.082 | -8,28 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 343.301 | -13,08 | 8.019 | -13,11 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10.917 | 1,64 | 255 | 1,59 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 57 | 1,79 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 9.049 | 211 | ||||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 10.848 | 1,06 | 253 | 1,20 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 229.726 | 0,92 | 5.366 | 0,86 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 641.093 | -6,07 | 14.976 | -6,11 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 21.007 | 0,00 | 491 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 49.635 | 1.159 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10.751 | 79,81 | 251 | 80,58 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 650 | 15 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 190 | 1,06 | 4 | 0,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 530.340 | -4,54 | 12.357 | -4,66 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 29.888 | 1,07 | 698 | 1,01 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11.791 | 275 | ||||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 201.887 | 2,11 | 4.716 | 2,08 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 314.746 | -2,74 | 7.352 | -2,78 | ||||
| 2025-08-14 | 13F | Jupiter Wealth Management LLC | 14.300 | 334 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 740.480 | 17.268 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 12.636 | -94,52 | 295 | -94,52 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 631.320 | -5,47 | 14.748 | -5,30 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 716 | -3,50 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 643 | 1,10 | 15 | 7,14 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 91 | 1,11 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 22.478 | -5,42 | 525 | -5,41 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 89 | 2 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 790.034 | -67,77 | 18.455 | -67,78 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 83.088 | 225,39 | 1.941 | 225,50 | ||||
| 2025-04-08 | 13F | Lowe Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 107.653 | -1,75 | 2.515 | -1,80 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 10.320 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 10.024 | -51,42 | 234 | -51,45 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 62.356 | 1,03 | 1.457 | 0,97 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 65.021 | -0,44 | 1.519 | -0,52 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 11.371 | 0,00 | 266 | 0,00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 9.076 | -0,01 | 212 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 235.688 | -27,08 | 5.506 | -27,12 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 234.229 | -23,17 | 5.472 | -23,20 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 79.962 | -8,89 | 1.868 | -8,97 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 149.145 | -44,78 | 3.484 | -44,79 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 237.830 | -46,91 | 5.556 | -46,94 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 40.387 | 0,77 | 943 | 0,75 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 13.891 | 14,83 | 324 | 14,89 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9.712 | 227 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 24.645 | 1,55 | 576 | 1,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8.960 | 0 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16.734 | 0,13 | 391 | 0,00 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 79.081 | 2,05 | 1.847 | 1,99 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 8.865 | 0,00 | 207 | 0,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2.486.703 | -9,43 | 58.089 | -9,47 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 67.281 | -5,21 | 1.572 | -5,25 | ||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12.304 | 0,00 | 287 | 0,00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 63.055 | -43,62 | 1.473 | -43,67 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 46.901 | 12,13 | 1.096 | 12,08 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 176.125 | -12,66 | 4.114 | -12,69 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 21.477 | -1,97 | 502 | -1,96 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1.180.466 | 17,82 | 27.576 | 17,77 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 396.749 | -6,51 | 9.268 | -6,54 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 57.733 | -0,14 | 1.349 | -0,22 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 237.937 | 8,38 | 5.558 | 8,34 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 218.772 | -3,18 | 5.111 | -3,26 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1.061.348 | 0,96 | 24.793 | 0,92 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5.355 | 1,11 | 125 | 1,63 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 9.046 | -79,96 | 211 | -79,98 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 385.860 | -43,18 | 9.014 | -43,20 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 17.760 | -7,82 | 415 | -8,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 8.680 | 203 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 23.546 | 550 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 35.871 | 0,08 | 838 | 0,00 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 13.631 | 0,00 | 318 | 0,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13.886 | 0,00 | 324 | 0,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 16.905 | 0,05 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 21.858 | 1,09 | 511 | 0,99 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 218.700 | 330,76 | 5.109 | 330,69 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 68.063 | -2,02 | 1.590 | -2,09 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 75.979 | 6,96 | 1.775 | 6,87 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 34.072 | -18,64 | 796 | -18,71 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 130.771 | -4,34 | 3.055 | -4,38 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 28.007 | -21,37 | 1 | |||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 105.636 | 6,31 | 2.468 | 6,24 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 17.650 | 0,00 | 412 | 0,00 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 90.402 | 2.113 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 699.134 | 2,78 | 16.332 | 2,74 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 495 | 0,00 | 12 | 0,00 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 92.785 | 2.167 | ||||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 21.310 | 0,00 | 498 | -0,20 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 25.351 | 0,00 | 592 | 0,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 11.058 | 258 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 92.851 | -15,84 | 2.169 | -15,87 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 26.462 | 618 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 54.643 | -10,75 | 1.276 | -10,77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 106.043 | -2,60 | 2.477 | -2,63 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 9.296 | -53,65 | 217 | -53,63 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 108.947 | 0,22 | 2.545 | 0,20 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 185.425 | 1,91 | 4.332 | 1,86 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 23.257 | 1,44 | 543 | 1,50 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9.205 | -34,27 | 215 | -34,25 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 376.043 | 5,71 | 8.784 | 5,67 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4.856 | 145,01 | 113 | 145,65 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 23.799 | -2,42 | 556 | -2,46 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 46.916 | 163,19 | 1.095 | 163,61 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 112.208 | 18,46 | 2.621 | 18,44 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15.854 | 0,00 | 370 | 0,00 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 8.757 | -2,95 | 205 | -2,86 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1.425 | 0,00 | 33 | 0,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 17.990 | -18,47 | 420 | -18,45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 18.400 | 0,00 | 430 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4.042.892 | 0,45 | 94.442 | 0,41 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18.221 | 426 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 158.534 | 6,06 | 3.703 | 6,29 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 219.651 | 2,42 | 5.131 | 2,37 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 580.493 | 5,08 | 13.561 | 5,03 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 161.584 | 136,66 | 3.775 | 136,61 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 14.000 | -68,54 | 327 | -68,53 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 55.939 | -16,10 | 1.307 | -16,17 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 353.272 | -0,43 | 8.252 | -0,47 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 219.979 | 7,03 | 5.139 | 6,97 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4.666 | -19,80 | 109 | -20,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 274 | 1,11 | 6 | 0,00 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 89.686 | -7,03 | 2.095 | -7,05 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 10.241 | -78,16 | 239 | -78,17 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 119.815 | 8,53 | 2.799 | 8,49 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 60.003 | 7,15 | 1.402 | 7,11 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 2.891 | 0,00 | 68 | 0,00 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 8.899 | 208 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 659.594 | 0,35 | 15.369 | 0,05 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 76.512 | -63,42 | 1.787 | -63,43 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 260.719 | -5,17 | 6.090 | -5,21 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 655.864 | -1,29 | 15.321 | -1,33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 146.676 | -66,16 | 3.426 | -66,17 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 156.192 | 4,05 | 3.649 | 3,99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 16.924 | 29,67 | 395 | 29,51 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 123.924 | -9,23 | 2.895 | -9,28 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 517.095 | 1,78 | 12.079 | 1,74 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 10.178 | 13,06 | 238 | 12,86 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 86.385 | 0,00 | 2.018 | -0,05 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 43.141 | 23,17 | 1.008 | 23,11 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 231.181 | 16,92 | 5.400 | 16,88 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13.789 | -43,43 | 322 | -43,41 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 97.601 | -7,27 | 2.280 | -7,32 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 126.151 | -33,88 | 2.947 | -33,92 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 45.063 | 8,38 | 1.053 | 8,34 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 10.004 | 0,00 | 234 | 0,00 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 387 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 13.886 | 324 | ||||||
| 2025-08-13 | 13F | Rinkey Investments | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 10.773 | 0,00 | 252 | 0,00 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Templeton & Phillips Capital Management, LLC | 77.443 | 12,43 | 1.809 | 12,43 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 26.988 | -0,33 | 630 | -0,32 |
