Grundlæggende statistik
| Institutionelle ejere | 332 total, 331 long only, 0 short only, 1 long/short - change of 2,77% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3176 % - change of -17,36% MRQ |
| Institutionelle aktier (lange) | 45.600.883 (ex 13D/G) - change of -1,28MM shares -2,73% MRQ |
| Institutionel værdi (lang) | $ 4.827.772 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Global 100 ETF (US:IOO) har 332 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 45,600,883 aktier. Største aktionærer omfatter BlackRock, Inc., Northwestern Mutual Wealth Management Co, Annex Advisory Services, LLC, Amplius Wealth Advisors, LLC, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Raymond James Financial Inc, Envestnet Asset Management Inc, and UBS Group AG .
iShares Trust - iShares Global 100 ETF (ARCA:IOO) 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 117,48 / share. Previously, on September 16, 2024, the share price was 96,79 / share. This represents an increase of 21,38% 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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | BlackRock, Inc. | 24,932,243 | 27,384,813 | 9.84 | 44.70 | 4.44 |
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 3.388 | 41,05 | 364 | 55,56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.681 | 0,00 | 181 | 13,84 | ||||
| 2025-08-13 | 13F | Capital International Investors | 18.604 | -31,39 | 2.001 | -23,31 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 6.052 | 31,37 | 652 | 47,18 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5.133 | 1,64 | 553 | 13,79 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 200 | 0,00 | 19 | -5,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1.838 | 0,71 | 198 | 13,14 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 102.854 | 31,86 | 11.089 | 47,64 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10.786 | -0,04 | 1.163 | 11,95 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9.988 | 2,00 | 1.077 | 14,23 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 14.926 | -3,72 | 1.609 | 7,84 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11.059 | 1.192 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 9.206 | -7,39 | 993 | 3,66 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9.384 | 0,07 | 1.012 | 12,08 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 1.550 | 167 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 51 | 0,00 | 6 | 25,00 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2.947 | 0,00 | 323 | 14,13 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 133.147 | 1,70 | 14.355 | 13,87 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 3.904 | -42,00 | 421 | -35,19 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 745 | -31,96 | 80 | -23,81 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Sfm, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11.567 | 10,35 | 1.247 | 23,59 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10.172 | -18,23 | 1.138 | -5,72 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5.106 | 0,00 | 550 | 12,02 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 93.779 | 2,90 | 10.110 | 15,21 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 29.970 | -92,32 | 3.231 | -91,40 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10.775 | 60,10 | 1.162 | 79,17 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 84.254 | -29,76 | 9 | -18,18 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 275.466 | -39,51 | 29.702 | -32,46 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3.350 | -8,19 | 361 | 2,85 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10.572 | 0,00 | 1.140 | 12,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7.901 | -2,54 | 852 | 9,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 146.056 | -0,84 | 15.964 | 12,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 180.405 | -7,94 | 19 | 5,56 | ||||
| 2025-05-06 | 13F | Ignite Planners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 27.906 | -51,54 | 3.009 | -45,75 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2.359 | 0,00 | 254 | 11,89 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 3.024 | -43,72 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12.650 | 5,89 | 1.364 | 18,52 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 50.415 | -0,98 | 5 | 25,00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 12.786 | -2,18 | 1.378 | 9,54 | ||||
| 2025-08-01 | 13F | Jennison Associates Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 | 0,00 | 45 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 67.016 | -0,78 | 7.207 | 10,91 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 136.777 | 8,15 | 14.746 | 21,09 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 845 | 0,00 | 91 | 12,35 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 704 | 76 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 106.283 | -12,02 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 364.458 | -0,12 | 39.292 | 11,83 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 657 | 0,61 | 75 | 17,46 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 140 | 141,38 | 15 | 200,00 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 12.770 | 0,00 | 1.377 | 11,96 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3.513 | 0,69 | 379 | 12,84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 100.589 | -12,82 | 10.844 | -2,39 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 14.880 | -5,81 | 1.661 | 9,20 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 16.694 | 24,08 | 1.800 | 38,92 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 5.644 | -51,85 | 1 | -100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40.355 | 0,00 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 552 | 120,80 | 59 | 145,83 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 277.641 | 876,44 | 29.932 | 993,61 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 2.000 | 216 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 5.331 | -3,32 | 575 | 8,30 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 5.984 | 0,00 | 645 | 11,98 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 29.541 | 12,92 | 3.185 | 26,45 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 2.983 | -33,87 | 322 | -26,04 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3.057 | -95,59 | 330 | -95,07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7.242 | -2,73 | 781 | 8,94 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5.399 | 582 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14.567 | 0,61 | 1.571 | 12,63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22.807 | -5,75 | 2.459 | 5,49 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 29.364 | 233,83 | 3.166 | 274,11 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8.254 | 0,00 | 890 | 11,96 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 18.933 | -0,96 | 2 | 100,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 351 | -91,52 | 38 | -91,13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 85.102 | 1,97 | 9.175 | 14,16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19.839 | -59,59 | 2.139 | -54,77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4.235 | 0,00 | 457 | 12,04 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 21.389 | 8,83 | 2.306 | 21,83 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 290 | 18,93 | ||||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 48.083 | -3,35 | 5.184 | 8,20 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 77.301 | -1,17 | 8.334 | 10,65 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 10 | 0 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 3.656 | 0,00 | 352 | -5,63 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 800 | 0,00 | 86 | 11,69 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 203 | 0,00 | 22 | 10,53 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 14.154 | 21,94 | 1.526 | 36,53 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 8.529 | 1 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 5.430 | 0,00 | 585 | 12,07 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 446 | 0,00 | 48 | 14,29 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 88.161 | 9.505 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 420 | 45 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 163.667 | -13,31 | 17.627 | -3,05 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4.959 | 0,02 | 535 | 11,95 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 3.216 | 288 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 44.950 | -4,72 | 4.846 | 6,30 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 4.122 | 53,46 | 444 | 72,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 2.162 | -36,95 | 233 | -29,39 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.476 | -3,42 | 375 | 8,09 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 16.800 | 0,00 | 1.811 | 12,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11.138 | -25,68 | 1.201 | -16,84 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 47 | -2,08 | 5 | 25,00 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2.273 | 0,00 | 245 | 12,39 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 24.225 | 3,21 | 2.612 | 15,53 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 5.496 | 9,26 | 593 | 22,31 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3.737 | 403 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2.608 | 0,00 | 281 | 11,95 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 38.565 | -34,07 | 4.158 | -26,19 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 200 | 0,00 | 22 | 10,53 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3.395 | 366 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 45.245 | 0,00 | 4.878 | 11,96 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 14.291 | 49,96 | 1.541 | 67,94 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3.645 | -1,62 | 393 | 10,11 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3.349 | -0,86 | 361 | 11,08 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 93.516 | -42,12 | 10.082 | -35,20 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2.000 | 216 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 3.160 | 341 | ||||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 2.141 | 0,66 | 207 | 8,42 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 4.204 | 0,00 | 453 | 12,13 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 65.676 | 3,99 | 6.753 | 5,02 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 159.133 | -9,52 | 17.156 | 1,31 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4.916 | -7,07 | 530 | 3,93 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 4.245 | 458 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 156 | 0,00 | 17 | 6,67 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 12.489 | 0,00 | 1.238 | 0,00 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 7.644 | 845 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4.181 | 0,00 | 451 | 11,94 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 107 | -89,89 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 833.249 | 1,66 | 89.833 | 13,82 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 156 | 15 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 316 | 0,00 | 34 | 13,33 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 29.022 | 12,18 | 3.130 | 25,61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3.797 | -8,02 | 409 | 3,02 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 99 | 11 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 18.575 | 2.003 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8.141 | -4,66 | 878 | 6,69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 387.294 | 11,73 | 41.754 | 25,10 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 21.385 | 1,31 | 2.299 | 12,81 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 6.518 | 0,00 | 703 | 11,96 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 19.536 | -45,75 | 2.106 | -39,26 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 164 | 18 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 48.879 | -52,45 | 5.270 | -46,71 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 19.587 | -1,04 | 2.112 | 10,81 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 6.863 | -13,15 | 740 | -2,76 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 18.502 | 5,32 | 1.995 | 17,92 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 37.920 | -1,15 | 4.088 | 10,70 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 49.305 | -57,45 | 5 | -54,55 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 3.693 | -93,88 | 400 | -93,11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 226 | -21,80 | 0 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4.510 | 10.638,10 | 0 | -100,00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 110 | 0,00 | 12 | 10,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.065 | 1,16 | 330 | 13,40 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 17.398 | -2,24 | 1.876 | 9,46 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 3.116 | 0,00 | 336 | 11,67 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6.324 | 1,01 | 1 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3.919 | 29,38 | 377 | 23,61 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2.996 | -2,73 | 323 | 8,78 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 80 | 0,00 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 100.440 | -0,41 | 10.828 | 11,50 | ||||
| 2025-05-14 | 13F | Stonebridge Capital Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 8.482 | 13,94 | 914 | 27,65 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 4.922 | -0,10 | 531 | 11,81 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 177.302 | -1,27 | 19.115 | 10,54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 117.329 | -4,34 | 12.649 | 7,10 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 8.504 | 0,00 | 917 | 11,98 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 26.355 | -1,19 | 2.841 | 10,63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 914.560 | -2,32 | 98.599 | 9,37 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 243.804 | -12,57 | 26 | 0,00 | ||||
| 2025-07-21 | 13F | Whelan Financial | 37.471 | -17,77 | 4.040 | -7,93 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8.115 | 1,17 | 875 | 13,21 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1.026 | 338,46 | 111 | 400,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 49.134 | -0,17 | 5.297 | 11,77 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 918.852 | 2,01 | 99.062 | 14,21 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 6.469 | -1,93 | 697 | 9,76 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 6.356 | -29,71 | 685 | -21,26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 652.089 | 1,29 | 70.302 | 13,41 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 43.120 | -2,16 | 4.649 | 9,55 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 3.220 | 0,00 | 347 | 11,94 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 204 | 0,00 | 22 | 15,79 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 7.800 | 0,00 | 841 | 11,85 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 338.163 | 4,77 | 36.457 | 17,31 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 26.826 | -1,85 | 2.892 | 9,92 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 25.978 | -1,38 | 2.801 | 10,41 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3.213 | -6,82 | 346 | 4,53 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 99.082 | -38,64 | 10.682 | -32,91 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6.774 | -82,85 | 730 | -80,80 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8.623 | -0,93 | 930 | 10,86 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.902.886 | -1,77 | 312.960 | 9,98 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 326 | 0,62 | 35 | 12,90 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23.328 | 0,28 | 2.515 | 12,28 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 5.332 | -1,50 | 575 | 10,17 | ||||
| 2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 94.724 | -51,20 | 10.212 | -45,36 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 4.015 | -85,12 | 433 | -83,37 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 8.037 | -93,44 | 866 | -92,66 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Ascent Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 4.042 | 0,00 | 436 | 11,83 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1.500 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 266 | 0,00 | 29 | 12,00 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 5.076 | 0,00 | 547 | 12,09 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2.694 | 0,00 | 290 | 11,97 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 1.422.141 | 30,96 | 153.321 | 46,63 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 10.115 | 0,00 | 1.090 | 12,02 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 295 | 0,00 | 32 | 10,71 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 90 | 0,00 | 10 | 12,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 19.435 | 74,41 | 2.095 | 86,72 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3.413 | -2,37 | 368 | 9,23 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital World Investors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23.258 | 2,05 | 2.507 | 14,27 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 39.066 | -0,68 | 4.212 | 11,20 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 2.082 | 0,00 | 224 | 12,00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 14.173 | -1,41 | 1.528 | 10,33 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 2.716 | 1,31 | 293 | 13,18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 28.500 | 0,35 | 3.073 | 12,36 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 117.679 | 231,26 | 12.687 | 270,94 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3.867 | 5,25 | 417 | 17,85 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 22 | 0,00 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 94.439 | 50,52 | 10.181 | 68,53 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 42 | -66,40 | 5 | -66,67 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 277.577 | 0,97 | 29.926 | 13,06 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 240 | 605,88 | 26 | 733,33 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1.932 | 208 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 88 | 0,00 | 9 | 12,50 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 178 | 0,00 | 19 | 11,76 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.640 | 0,11 | 392 | 12,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2.163 | 0,05 | 233 | 12,02 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 357 | -43,87 | 38 | -37,70 | ||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 145.411 | -2,34 | 15.677 | 9,34 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 158.151 | 0,48 | 17.046 | 12,49 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5.001 | -6,92 | 539 | 4,26 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14.444 | -9,74 | 1.557 | 1,10 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 34.698 | 0,00 | 3.741 | 11,94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.001 | -28,96 | 108 | -10,08 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 2.714 | -8,43 | 293 | 2,46 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3.605 | 389 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2.550 | -7,10 | 275 | 3,79 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 3.100 | 0,00 | 334 | 12,08 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 3.388 | 83,33 | 365 | 106,21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.623 | 2,59 | 175 | 9,43 | ||||
| 2025-05-06 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2.263 | 0,67 | 259 | 19,44 | ||||
| 2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 299.842 | 5,98 | 32.327 | 18,65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23.668 | 29,16 | 2.552 | 44,61 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 12.608 | 2,61 | 1.359 | 14,88 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 230 | 0,00 | 25 | 9,09 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 4.610 | 0,00 | 497 | 12,19 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 2.000 | 216 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 7.673 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 55.009 | -6,00 | 5.931 | 5,24 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2.686 | -26,57 | 290 | -17,90 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 4.500 | 0,00 | 485 | 12,01 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 22.030 | -15,35 | 2.375 | -5,19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 117.856 | -8,58 | 12.706 | 2,36 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.194 | 0,59 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 439 | 0,00 | 47 | 11,90 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 41.132 | -1,89 | 4.434 | 9,83 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 16 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 362.722 | -5,28 | 39.105 | 6,05 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 404 | 0,00 | 44 | 13,16 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11.345 | 3,09 | 1.223 | 15,49 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6.163 | 58,43 | 664 | 77,54 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 276 | 0,00 | 30 | 11,54 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1.116.281 | -3,27 | 120.338 | 8,29 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15.036 | 4,47 | 1.621 | 17,04 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 34.538 | -0,37 | 3.723 | 11,57 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 8.349 | -49,94 | 901 | -43,86 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 963 | 0,00 | 104 | 11,96 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9.208 | -5,87 | 993 | 5,42 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4.317 | 872,30 | 435 | 935,71 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 51 | -15,00 | 5 | 0,00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 72 | -12,20 | 8 | -12,50 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 115 | -78,34 | 12 | -76,47 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 117.530 | -1,03 | 12.671 | 10,81 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 12.155 | -92,78 | 1.310 | -91,92 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 2.053 | 221 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3.299 | -15,82 | 356 | -5,84 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 84.221 | 2,61 | 9.061 | 14,74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 86.017 | 15,90 | 9.250 | 29,57 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2.464 | 266 | ||||||
| 2025-04-25 | 13F | WestEnd Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 30.276 | 1,15 | 3.264 | 9,13 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 2.185 | 0,00 | 236 | 11,90 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 14.460 | 6,22 | 1.559 | 18,93 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 3.317 | 0,00 | 358 | 11,91 | ||||
| 2025-08-13 | 13F | Polen Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 4.052 | -5,33 | 437 | 5,83 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 2.456 | 0,70 | 276 | 17,52 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 3.687 | 0,00 | 398 | 11,83 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 103.230 | -6,17 | 11.129 | 5,06 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2.570 | 0,00 | 277 | 12,15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 372 | 0,00 | 40 | 14,29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1.190 | 0,00 | 128 | 12,28 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 5.000 | 0,00 | 539 | 12,06 | ||||
| 2025-08-08 | 13F | Creative Planning | 13.330 | 7,89 | 1.437 | 20,86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 316.947 | 0,01 | 34.170 | 11,98 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27.385.813 | -0,09 | 2.952.464 | 11,86 | ||||
| 2025-08-08 | 13F | Donoghue Forlines LLC | 21.940 | 2.365 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 66.924 | -1,22 | 7.215 | 10,61 | ||||
| 2025-08-28 | NP | GTAAX - Power Global Tactical Allocation/JAForlines Fund Class A | 20.099 | 2.167 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 44.234 | 3,76 | 4.769 | 16,15 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 300 | 0,00 | 32 | 14,29 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 316 | 0,00 | 34 | 13,33 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 3.272 | 0,71 | 353 | 12,82 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 96.365 | 3,85 | 10.389 | 16,27 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5.846 | 178,25 | 630 | 211,88 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 596 | 0,68 | 64 | 14,29 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 8.800 | -0,60 | 949 | 11,27 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 3.230 | 0,00 | 348 | 11,90 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3.768 | -57,04 | 0 | |||||
| 2025-07-11 | 13F | LongView Wealth Management | 3.195 | 14,23 | 344 | 27,88 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4.400 | -29,67 | 474 | -21,26 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2.348 | 0,00 | 253 | 11,95 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 19 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 2.909 | -33,52 | 314 | -25,65 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 3.286 | 0,00 | 354 | 12,03 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 180 | 0,00 | 19 | 11,76 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 37.217 | 4.012 | ||||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 2.240 | 0,00 | 241 | 12,09 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6.520 | 703 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 2.362 | -4,14 | 255 | 7,17 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 1.990 | 0,00 | 215 | 12,04 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 56 | 6 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 35.189 | -47,72 | 3.794 | -41,47 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4.583 | 18,67 | 494 | 33,15 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3.593 | 259,30 | 387 | 303,13 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 1.090 | 0,00 | 118 | 12,50 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 2.103 | -4,58 | 227 | 6,60 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 10.062 | 0,00 | 1.085 | 11,98 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 2.219 | 0,00 | 239 | 12,21 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.251 | 0,63 | 243 | 12,56 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 362 | 39 | ||||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 18.880 | -4,07 | 2.035 | 7,44 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Creekside Partners | 13.441 | 0,00 | 1.449 | 11,98 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | -58,33 | 1 | -100,00 | ||||
| 2025-05-14 | 13F | Northstar Financial Companies, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 156 | 17 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1.260 | -11,27 | 136 | -0,74 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 49.314 | -3,36 | 5.317 | 8,20 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5.399 | -6,14 | 520 | -10,36 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 2.452 | 0,00 | 264 | 11,86 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10.455 | -0,19 | 1.127 | 11,81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19.035 | 1,68 | 2.052 | 13,87 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9.196 | 991 | ||||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5.517 | -16,18 | 595 | -6,16 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 57.610 | 7,70 | 6.211 | 20,58 |
