Grundlæggende statistik
| Institutionelle ejere | 737 total, 737 long only, 0 short only, 0 long/short - change of -0,81% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6067 % - change of -8,76% MRQ |
| Institutionelle aktier (lange) | 176.821.458 (ex 13D/G) - change of 1,01MM shares 0,57% MRQ |
| Institutionel værdi (lang) | $ 16.321.474 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Core S&P U.S. Value ETF (US:IUSV) har 737 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 176,821,458 aktier. Største aktionærer omfatter Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, Jones Financial Companies Lllp, Envestnet Asset Management Inc, Ronald Blue Trust, Inc., Signaturefd, Llc, Aspiriant, Llc, Kestra Investment Management, LLC, and Merit Financial Group, LLC .
iShares Trust - iShares Core S&P U.S. Value ETF (NasdaqGM:IUSV) 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 16, 2025 is 98,36 / share. Previously, on September 17, 2024, the share price was 94,78 / share. This represents an increase of 3,78% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Vanguard Group Inc | 3.449 | 21,53 | 326 | 24,90 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 19.372 | 551,60 | 1.833 | 568,98 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 8.480 | 0,41 | 802 | 2,95 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 7.433 | 1,41 | 703 | 3,99 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 133.465 | 0,99 | 12.630 | 3,55 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 152.664 | 5,35 | 14 | 7,69 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 322 | -16,80 | 30 | -14,29 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 519 | 0,00 | 49 | 4,26 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4.483.865 | 0,52 | 424.308 | 3,07 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 374.243 | 5,92 | 35.415 | 8,61 | ||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.371 | 0,13 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 85.800 | -0,35 | 8.119 | 2,18 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4.688 | 0,00 | 444 | 2,55 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 248.808 | -5,03 | 23.545 | -2,63 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 69.620 | 1,84 | 6.740 | 14,39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.505.339 | 6,32 | 142.450 | 9,01 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 100.661 | -6,75 | 9.526 | -4,39 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 133.509 | 0,43 | 12.634 | 2,97 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2.751 | -1,01 | 260 | 1,56 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 384 | -54,88 | 36 | -53,85 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 13.848 | -24,64 | 1.310 | -22,76 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1.013.017 | 4,21 | 95.862 | 6,85 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 5.792 | -1,30 | 548 | 1,29 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 434 | 0,00 | 41 | 2,50 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5.385 | 0,00 | 510 | 2,62 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 460.242 | 0,67 | 44.340 | 5,09 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 5.216 | -1,71 | 494 | 0,82 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11.547 | -13,18 | 1.093 | -11,00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 117 | 11 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 2.251 | 213 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.052 | -88,51 | 762 | -88,23 | ||||
| 2025-08-08 | 13F | Creative Planning | 138.741 | -7,93 | 13.129 | -5,59 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 3.458 | 146,47 | 327 | 153,49 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 40 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1.750 | 0,00 | 166 | 2,48 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 39.748 | -4,79 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16.437 | 1.595 | ||||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 206.758 | 2,20 | 19.566 | 4,79 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 47.821 | 18,54 | 4.525 | 21,54 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 5.313 | 0,00 | 447 | -11,83 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1.743 | -0,40 | 165 | 1,86 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 59.823 | -8,52 | 6 | -16,67 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 4.412 | 30,07 | 418 | 33,23 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10.221 | 339,99 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 15.189.334 | 5,23 | 1.437.367 | 7,90 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 55.924 | 10,37 | 5.292 | 13,17 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.490 | 0,00 | 141 | 2,19 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 4.883 | 0,00 | 462 | 2,67 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 78 | 0,00 | 7 | 0,00 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 243 | 23 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 291.869 | 2,07 | 27.620 | 4,66 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 6.274 | -30,51 | 594 | -28,81 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 151.840 | -17,31 | 14.369 | -15,21 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 26.689 | 2,95 | 2.526 | 5,56 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 7.365 | 11,25 | 697 | 14,10 | ||||
| 2025-08-13 | 13F | Berry Wealth Group, LP | 4.108 | 14,68 | 389 | 17,58 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 287.645 | 2,38 | 27.220 | 4,98 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 14.128 | -3,11 | 1.337 | -0,67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13.250 | 0,90 | 1.254 | 3,47 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2.526 | -5,46 | 239 | -2,85 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2.628 | 0,08 | 249 | 2,48 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 113.419 | 1,88 | 10.733 | 4,47 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 10.083 | 4,94 | 954 | 7,67 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 3 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | DDFG, Inc | 258.636 | 1,13 | 24.475 | 3,69 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 76.314 | 3,17 | 7.222 | 5,79 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24.437 | 1,05 | 2.314 | 3,67 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 8.767 | 0,00 | 830 | 2,47 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 3.644 | 0,00 | 345 | 2,38 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2.804 | 3,05 | 268 | 15,02 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 22.626 | -1,29 | 2.141 | 1,23 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 714 | 0,00 | 68 | 3,08 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 689 | 0,00 | 65 | 3,17 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 602 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 91.437 | 0,17 | 8.653 | 2,71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 365.071 | 4,20 | 34.547 | 6,84 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 94 | 0,00 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 6.670 | 0,47 | 631 | 3,10 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 16.343 | 49,46 | 1.547 | 53,22 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 36.587 | 2,73 | 3.462 | 5,36 | ||||
| 2025-04-30 | 13F | Astra Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 455.967 | -43,21 | 43.149 | -41,77 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1.137 | -6,96 | 107 | -0,93 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 16.487 | -0,49 | 1.560 | 2,03 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 29.150 | 513,68 | 3 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 403 | 571,67 | 37 | 640,00 | ||||
| 2025-07-17 | 13F | City Holding Co | 118 | 0,00 | 11 | 10,00 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 5.494 | 0,00 | 520 | 2,37 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 19.720 | 0,20 | 1.866 | 2,75 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 32.898 | 0,00 | 3.113 | 2,54 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 15.423 | 0,00 | 1.459 | 2,53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.375.617 | 5,81 | 130.175 | 8,50 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 2.364 | 224 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 4.187 | -10,76 | 396 | -8,55 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 3.772 | 0,00 | 357 | 5,95 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 23.106 | 1,42 | 2.187 | 4,00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 144.594 | 20,74 | 13.683 | 23,80 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 6.600 | 0,00 | 625 | 2,46 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 160.617 | 8,17 | 15.199 | 10,91 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 177 | 0,00 | 17 | 0,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 70 | 7 | ||||||
| 2025-04-17 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 28.967 | 1,18 | 2.741 | 3,75 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33.290 | 33,23 | 3.150 | 36,60 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 1.759 | 0,00 | 166 | 2,47 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 3.784 | 0,00 | 358 | 2,58 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 29.341 | 10,41 | 2.777 | 13,21 | ||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3.062 | 615,42 | 290 | 641,03 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 3.180 | 0,00 | 301 | 2,39 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 72.173 | -36,80 | 6.830 | -35,20 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 100 | 0,00 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2.766 | 0,00 | 262 | 2,35 | ||||
| 2025-08-14 | 13F | Family Management Corp | 31.083 | -6,97 | 2.941 | -4,61 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 24.491 | 0,00 | 2.318 | 2,52 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 574.965 | -1,05 | 54.409 | 1,46 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1.171 | -20,56 | 111 | -19,12 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 14.806 | -1,49 | 1.401 | 1,01 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 26.924 | 1,61 | 2.548 | 4,17 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 100 | 0,00 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 46.893 | 17,82 | 4.437 | 20,80 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10.473 | -9,19 | 991 | -6,86 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 2.489 | 3,62 | 235 | 6,33 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 4.217 | 0,00 | 399 | 2,57 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 367 | 0,00 | 35 | 3,03 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.158 | 112 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 823 | 78 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1.084 | 0,00 | 103 | 2,00 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 2.423 | 3,46 | 229 | 6,02 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 9.197 | 5,69 | 870 | 8,34 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 52.937 | 27,72 | 5.009 | 30,95 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 11.896 | 0,00 | 1.126 | 2,55 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 613 | 0,00 | 58 | 3,57 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 16 | 0,00 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 17.431 | 1,25 | 1.649 | 3,84 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 3.338 | 8,91 | 316 | 11,70 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 213 | 0,00 | 20 | 5,26 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 423 | 0,00 | 40 | 2,56 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 3.732 | -11,81 | 353 | -9,49 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2.575 | 0,00 | 244 | 2,53 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19.753 | -13,11 | 1.869 | -10,92 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 3.919 | 0,00 | 371 | 2,49 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2.494 | 236 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 362.036 | -0,46 | 33.412 | -0,78 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 356.621 | 6,69 | 33.747 | 9,39 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 107.401 | 0,14 | 10.163 | 2,68 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 5.512 | 0,09 | 522 | 2,56 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 4.003 | 379 | ||||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 2.410 | 0,00 | 228 | 2,70 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 91 | 1.037,50 | 9 | |||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 4.728 | 0,00 | 447 | 2,52 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 6.804 | 78,86 | 644 | 83,19 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2.131 | 202 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 35.658 | 190,23 | 3.374 | 2,55 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 3.896 | -1,34 | 369 | 1,10 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 4.690 | 0,00 | 444 | 2,55 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59.945 | 11,33 | 5.673 | 13,78 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 6.388 | 1,19 | 604 | 3,78 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 68.178 | 15,62 | 6.452 | 18,56 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 7 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 47.356 | 0,45 | 4.481 | 3,01 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4.902 | 0,00 | 464 | 2,43 | ||||
| 2025-04-29 | 13F | Proffitt & Goodson Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 53.094 | 1,37 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 120.189 | 0,61 | 11.373 | 3,16 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 34.577 | -48,68 | 3.272 | -47,37 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 3.005 | 2,88 | 284 | 2,16 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 28.525 | 27,91 | 2.699 | 31,15 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 719.348 | 14,40 | 68 | 17,24 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2.496 | -4,55 | 236 | -2,07 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 125.563 | 63,91 | 11.882 | 68,09 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7.161 | -48,35 | 678 | -47,07 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 34.198 | 3.236 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3.903 | 1,99 | 369 | 4,53 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4.105 | -9,98 | 388 | -7,62 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9.101 | 41,78 | 861 | 45,44 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.354 | -2,17 | 128 | 0,79 | ||||
| 2025-05-01 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 44.321 | -3,11 | 4.194 | -0,64 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 365 | -69,66 | 35 | -69,37 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Finley Financial, LLC | 640 | 0,00 | 61 | 7,14 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 99.878 | -3,35 | 9.451 | -0,90 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1.082 | 0,00 | 102 | 3,03 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 40 | 0,00 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 77.295 | 0,12 | 7.313 | 2,64 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4.863 | 32,91 | 460 | 36,50 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3.689 | 0,00 | 349 | 2,65 | ||||
| 2025-05-15 | 13F | Shapiro Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 8.646 | -51,28 | 818 | -50,03 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1.138 | 0,00 | 108 | 1,90 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 4.422 | 0,00 | 418 | 2,45 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 131.135 | -8,41 | 12.409 | -6,09 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2.960 | 0,00 | 280 | 2,56 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 40 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 10 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 50.506 | -0,14 | 4.779 | 2,40 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 56.695 | -1,99 | 5.365 | 0,51 | ||||
| 2025-07-07 | 13F | Northwest & Ethical Investments L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6.478 | 3.688,30 | 613 | 3.980,00 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 196.976 | -0,11 | 18.847 | 12,41 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 37.626 | 6,71 | 3.561 | 9,40 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 68.898 | 16,55 | 6.520 | 19,51 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 40.887 | 80,92 | 3.869 | 85,56 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 419.326 | 1,26 | 39.679 | 3,84 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3.975 | 376 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 153 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 103 | 10 | ||||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Dynamic Financial Group | 5.683 | 12,29 | 538 | 14,99 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 974 | -7,41 | 92 | -5,15 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 228.592 | 34,39 | 21.632 | 37,79 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 2.384 | 1,49 | 226 | 4,17 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 68 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 402.269 | -2,65 | 38.067 | -0,18 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 4.891 | 0,47 | 470 | 18,43 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 180 | 0,00 | 17 | 6,25 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 54.270 | 0,00 | 5.136 | 2,54 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9.246 | 34,82 | 875 | 38,29 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 264 | 25 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 13.208 | 0,05 | 1.250 | 2,55 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 282 | 0 | ||||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 283 | 0,00 | 27 | 0,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 34.801 | -5,24 | 3.293 | -2,72 | ||||
| 2025-05-13 | 13F | Boston Partners | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 5.796 | -0,62 | 549 | 1,86 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 39 | 4 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2.803 | -94,38 | 265 | -94,24 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 4.611 | -9,46 | 436 | -7,23 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 652 | 0,15 | 62 | 1,67 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 75.774 | 1,47 | 7.170 | 4,05 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 777 | -7,61 | 74 | -5,19 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 54.991 | 0,00 | 5.204 | 2,54 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 955 | 0,53 | 91 | 4,60 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 170.877 | 29,54 | 16.170 | 32,82 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 11.478 | -4,26 | 1.086 | -1,81 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 30.325 | -1,47 | 2.870 | 1,02 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 14.276 | -10,57 | 1.351 | -8,35 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 2.595 | 0,00 | 246 | 2,51 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 9.625 | -32,86 | 911 | -31,22 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 2.814 | 0,50 | 266 | 3,10 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 4.567 | 0,00 | 432 | 2,61 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 257.007 | 7,82 | 24.321 | 10,56 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 7.546 | 0,32 | 714 | 2,88 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 487 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 21.660 | -2,03 | 2.050 | 0,44 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2.550 | -73,63 | 241 | -72,98 | ||||
| 2025-07-17 | 13F | KWB Wealth | 2.178 | -0,05 | 201 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6.164 | 583 | ||||||
| 2025-04-03 | 13F | First Hawaiian Bank | 55.395 | -15,87 | 5.112 | -16,14 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3.132 | -46,20 | 296 | -44,88 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 16.500 | 60,19 | 1.561 | 64,32 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 32 | -68,00 | 3 | -77,78 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 240 | 0,00 | 23 | 0,00 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 2.594 | -12,81 | 245 | -10,58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.745 | -26,28 | 165 | -24,31 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15.440 | 23,51 | 1.461 | 26,71 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.274 | -8,21 | 121 | -6,25 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 389 | -24,32 | 37 | -23,40 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 358.170 | -0,98 | 33.894 | 1,53 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 19.794 | -6,02 | 1.873 | -3,50 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 2.781 | -6,46 | 268 | -2,19 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 44.585 | 3,15 | 4.219 | 5,77 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 73.408 | 1,98 | 6.947 | 4,56 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 50.607 | 2,63 | 4.789 | 5,23 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 174 | 0,00 | 16 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 675.733 | -1,62 | 64 | 0,00 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 63.390 | 2,67 | 5.999 | 5,27 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 212 | 0,00 | 20 | 5,26 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 6.233 | 590 | ||||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 88.656 | 4,99 | 8.390 | 7,65 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7.045 | -1,66 | 667 | 0,45 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 2.134 | -9,19 | 202 | -6,94 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 9.881 | -2,02 | 935 | 0,54 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 5.240 | 0,40 | 496 | 2,91 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 48 | 0,00 | 5 | 0,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2.164 | 208 | ||||||
| 2025-04-15 | 13F | Collier Financial | 1.052 | 22,33 | 97 | 22,78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 77.998 | -43,28 | 7.381 | -41,98 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3.036.844 | 9,73 | 287.377 | 12,51 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 3.888 | 372 | ||||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 12.466 | 0,47 | 1.180 | 2,97 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3.976 | 0,00 | 376 | 6,52 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34.739 | -6,80 | 3.284 | -3,61 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3.373 | -5,17 | 319 | -2,74 | ||||
| 2025-05-14 | 13F | Spears Abacus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 68.988 | 9,01 | 7 | 20,00 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1.727 | 0,47 | 165 | 8,55 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 19.468 | -1,28 | 1.842 | 1,21 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 25.242 | 1,30 | 2.389 | 3,87 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 197.166 | 7,62 | 18.658 | 10,35 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 89.373 | -0,47 | 8.610 | 11,25 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5.196 | 0,13 | 492 | 2,72 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 353.716 | 33.472 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 108 | -50,00 | 10 | -47,37 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 709 | 0,00 | 67 | 3,08 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 13.298 | 0,00 | 1.258 | 2,53 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 93.840 | -11,82 | 8.880 | -9,57 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10.372 | 1,17 | 982 | 3,70 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 9.865 | -11,52 | 934 | -9,24 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 17.626 | -68,45 | 1.668 | -67,67 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 117.457 | 2,10 | 11.115 | 4,68 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 20.314 | 0,46 | 1.922 | 3,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3.000 | 0,00 | 284 | 2,54 | |||
| 2025-08-07 | 13F | Atala Financial Inc | 2.894 | 0,00 | 274 | 2,25 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 650 | 0,00 | 62 | 3,39 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2.494 | 236 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10.130 | 2,63 | 959 | 5,27 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 4.357 | 14,27 | 412 | 17,38 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Cim, Llc | 4.493 | -0,27 | 425 | 2,41 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 23.663 | 2,95 | 2.239 | 5,56 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 125.915 | -66,37 | 11.915 | -65,52 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5.763 | 0,00 | 545 | 2,64 | ||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 30.174 | 2.855 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 5.720 | 3,16 | 541 | 5,87 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 25.892 | 1,95 | 2.450 | 4,57 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 3.373 | 0,00 | 319 | 2,57 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3.798 | 0,61 | 359 | 3,16 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1.173 | -11,34 | 111 | -9,02 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 180 | 0,00 | 17 | 6,25 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 625.593 | 2,70 | 59.200 | 5,30 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 5.616 | -4,51 | 531 | -2,03 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2.493 | 236 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3.627 | -14,54 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 37.857 | 4,46 | 3.582 | 7,12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 116.496 | 4,05 | 11.024 | 6,70 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 428 | 520,29 | 41 | 566,67 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2.151 | 0,00 | 204 | 2,53 | ||||
| 2025-05-09 | 13F | Mitchell Capital Management Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 35.080 | -0,04 | 3.320 | 2,50 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3.560 | 0,00 | 337 | 2,44 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 31.000 | 2.934 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1.687 | -43,82 | 160 | -42,60 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 443.565 | -1,49 | 43.115 | 13,77 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 126.230 | 1,80 | 11.945 | 4,39 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 2.345 | 0,00 | 222 | 2,31 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 965 | 0,00 | 91 | 2,25 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 863.674 | -47,33 | 81.729 | -45,99 | ||||
| 2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 1.705 | 0,00 | 161 | 2,55 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11.675 | -79,89 | 1.105 | -79,39 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 3.292 | 0,00 | 312 | 2,64 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 6.583 | -2,42 | 623 | 0,00 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3.938 | 0,00 | 373 | 2,48 | ||||
| 2025-08-12 | 13F | Bank OZK | 2.909 | 0,00 | 275 | 2,61 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 2.216 | 0,27 | 210 | 2,96 | ||||
| 2025-04-15 | 13F | Curated Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 13.231 | -0,63 | 1.252 | 1,95 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 82 | 0,00 | 8 | 0,00 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 91 | 0,00 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Dean Investment Associates, Llc | 14.756 | 0,00 | 1.396 | 2,57 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 5.915 | 0,46 | 1 | |||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 16.464 | 2 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 20.918 | 1.979 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 545.632 | 5,77 | 51.633 | 8,46 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 17.302 | 72,21 | 1.637 | 76,59 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 55 | 0,00 | 5 | 0,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 17.450 | 0,00 | 1.651 | 2,55 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 9.184 | -48,66 | 869 | -47,37 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 3.855 | 0,47 | 365 | 2,82 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 119.799 | 197,22 | 11.337 | 204,81 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1.715 | -91,49 | 162 | -91,88 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7.676 | -1,63 | 726 | 0,83 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4.932 | 19,88 | 467 | 22,96 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16.008 | 350,55 | 1.529 | 367,28 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 10.922 | -4,92 | 1.034 | -2,55 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6.633 | 0,00 | 628 | 2,45 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 6.942 | 0,00 | 657 | 2,50 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4.640 | -0,64 | 439 | 2,09 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.603 | 49,95 | 152 | 54,08 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 21.460 | -3,69 | 1.981 | -4,02 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4.926 | 466 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 163 | -28,19 | 15 | -25,00 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 36.332 | 20,93 | 3.438 | 24,03 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 13.217 | -0,59 | 1.251 | 1,87 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 3.465 | 0,12 | 328 | 2,51 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 4.247 | -38,02 | 402 | -36,55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24.081 | 0,23 | 2.279 | 2,75 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 74.127 | 10,85 | 7.015 | 13,66 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 28.686 | -2,67 | 2.715 | -0,22 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2.592 | -7,46 | 245 | -5,04 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2.600 | 0,00 | 246 | 2,93 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 3.226 | 305 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 40.954 | 167,78 | 3.875 | 174,63 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 100.981 | -0,21 | 9.556 | 2,32 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 15.448 | 0,54 | 1.462 | 3,03 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 442 | 41 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 4.070 | 28,39 | 385 | 31,85 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 4.367 | -5,04 | 411 | -3,07 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 6 | 1 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4.882 | -1,17 | 463 | 1,54 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 286.787 | 3,49 | 27 | 8,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 124.246 | 0,99 | 11.757 | 3,55 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2.290 | 0,44 | 217 | 2,86 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 45.739 | -10,34 | 4.328 | -8,07 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 10.406 | 11,95 | 985 | 14,82 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 88 | 8 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 652.652 | -2,86 | 61.760 | 4,23 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 22.060 | 18,93 | 2.088 | 21,98 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 4.500 | 0,00 | 426 | 2,41 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 263.908 | 24.974 | ||||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 2.741 | -14,93 | 259 | -12,79 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 40.038 | 0,56 | 3.826 | 4,14 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 7.418 | -46,37 | 702 | -45,06 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 967 | -15,69 | 92 | -13,33 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5.142 | 487 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 4 | 0 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 22.811 | 4,40 | 2.159 | 7,04 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 2.157 | 0,00 | 204 | 2,51 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 36.973 | 2,73 | 3.499 | 6,32 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 14.912 | -3,02 | 1.423 | 0,21 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 104.510 | 3,24 | 9.890 | 5,86 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 281.281 | 2,08 | 26.618 | 4,66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 75.182 | 100,97 | 7.114 | 106,08 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 54 | 0,00 | 5 | 25,00 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 375 | 0,00 | 35 | 2,94 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 65.104 | -19,47 | 6.161 | -17,44 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8.923 | 0,70 | 844 | 3,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7.358 | 0,30 | 679 | 5,11 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 505 | 0,00 | 48 | 2,17 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5.804 | -1,21 | 549 | 1,29 | ||||
| 2025-05-02 | 13F | Easterly Investment Partners Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 44.264 | -10,61 | 4.189 | -8,34 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 3.554 | 0,00 | 336 | 2,75 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3.962 | -0,08 | 375 | 2,47 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.723 | 14,23 | 542 | 17,10 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4.546 | -23,31 | 430 | -21,39 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 195.674 | 863,10 | 18.517 | 887,52 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2.288.487 | -5,02 | 216.559 | -2,61 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3.029 | 0,00 | 287 | 2,51 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 3.576.178 | 1,39 | 338.414 | 3,96 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4.942 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 601.356 | -10,17 | 56.906 | -7,90 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 13.093 | -1,76 | 1.239 | 0,65 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 558 | 53 | ||||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 5.943 | 562 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 185.593 | 54,62 | 17.867 | 61,29 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 2 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 32.954 | -1,39 | 3.118 | 1,10 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 3.555 | 0,00 | 336 | 2,44 | ||||
| 2025-08-14 | 13F | Bank of Marin | 3.820 | 0,00 | 361 | 2,56 | ||||
| 2025-08-07 | 13F | Nwam Llc | 8.579 | 5,57 | 825 | 10,01 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 160.792 | 0,17 | 15 | 7,14 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.049.440 | -7,80 | 99.308 | -5,46 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2.145 | 0,00 | 203 | 2,54 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2.650 | 9.364,29 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 127.763 | 2,78 | 12.090 | 5,39 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 900 | 0,00 | 85 | 2,41 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 2.129 | -28,89 | 201 | -27,17 | ||||
| 2025-08-14 | 13F | Fmr Llc | 477.610 | 0,48 | 45.196 | 3,03 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3.119 | 0,06 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7.026 | -0,68 | 665 | 1,84 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3.507 | 18,20 | 332 | 21,25 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 342.956 | -3,19 | 32 | 0,00 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 189.108 | -4,62 | 17.895 | -2,20 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 23.910 | 0,00 | 2.263 | 2,54 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6.327 | -32,53 | 584 | -32,83 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 7.515 | -87,51 | 695 | -87,49 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3.260 | -9,32 | 308 | -6,95 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 16.521 | -2,23 | 1.588 | 9,90 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1.000 | -24,92 | 95 | -22,95 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2.732 | 0,15 | 259 | 2,79 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 179 | 219,64 | 17 | 220,00 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 56.816 | -1,09 | 5.377 | 1,41 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 52.473 | -0,01 | 4.996 | 3,14 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 4.621 | 0,00 | 437 | 2,58 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 5.260 | -2,61 | 498 | -0,20 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 15.152 | -36,14 | 1.434 | -34,54 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5.036 | 57,92 | 477 | 61,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 506.974 | -9,34 | 47.987 | -7,04 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 478.921 | 2,59 | 45.320 | 5,19 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 2.614 | -2,50 | 247 | 0,00 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 4.318 | -0,48 | 409 | 2,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 317.175 | 1,92 | 30.014 | 4,51 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2.300 | -26,07 | 218 | -24,39 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 310.093 | 15,78 | 29.344 | 18,72 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5.866 | 0,00 | 555 | 2,59 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 3.425 | -19,15 | 324 | -16,92 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 32.038 | 3.032 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 5.247 | -15,79 | 497 | -13,74 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 2.832 | 0,00 | 259 | -1,15 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | -100,00 | 0 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 50.069 | 1,39 | 4.636 | 1,71 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20.438 | -56,36 | 1.934 | -55,25 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1.261.168 | 24,46 | 119.344 | 27,61 | ||||
| 2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Lansing Street Advisors | 10.145 | 0,28 | 960 | 2,89 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 3.150 | 0,00 | 298 | 2,76 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 251.187 | 17,43 | 23.770 | 20,40 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 87.889 | 152,21 | 8.317 | 158,58 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 3.505 | -35,15 | 0 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3.124 | 0,00 | 296 | 2,43 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.260 | 0,15 | 308 | 3,70 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 2.575 | 0,04 | 244 | 2,53 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 4.568 | -0,59 | 432 | 1,89 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 14.724 | -1,02 | 1.393 | 1,53 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 2.253 | 0,00 | 213 | 2,90 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 148.062 | 3,43 | 14.011 | 6,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 349.653 | 2,48 | 33.088 | 5,07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 74.402.651 | 3,04 | 7.040.723 | 5,65 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3.087 | 0,00 | 292 | 2,82 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 25.592 | 0,05 | 2.422 | 2,58 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 650 | 6,38 | 62 | 8,93 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 3.623 | 0,00 | 343 | 2,40 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 5.288 | 0,00 | 500 | 2,46 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 635 | -3,50 | 60 | 0,00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 3.231 | 0,00 | 306 | 2,35 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 30.878 | 46,55 | 2.922 | 50,26 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 284 | 0,00 | 27 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3.014 | 5,09 | 285 | 7,95 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 283.028 | 4,73 | 26.783 | 7,39 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 2.417 | -1,71 | 229 | 0,88 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 58.194 | -4,50 | 5.507 | -2,08 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 613.488 | 3,26 | 58.054 | 5,88 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 5.140 | 0,00 | 486 | 2,53 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 10.720 | -17,07 | 1.014 | -14,93 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4.770 | 10,93 | 451 | 13,89 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.606.861 | -0,78 | 152.057 | 1,73 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 2.008 | 0,00 | 190 | 2,70 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 803 | 0,25 | 76 | 4,11 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 2.669 | 20,33 | 253 | 23,53 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 75.825 | 22,64 | 7.175 | 25,77 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 7.828 | 0,01 | 741 | 2,49 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 85.842 | -2,05 | 8.123 | 0,43 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 25.634 | 0,00 | 2.426 | 2,54 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 153.447 | 6,31 | 14.521 | 9,01 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1.325 | 0,00 | 125 | 2,46 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 17 | 0,00 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 56.477 | 5,00 | 5.490 | 15,78 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.133.601 | -14,02 | 107.273 | -11,84 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 10.858 | -2,95 | 1.027 | -0,48 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3.474 | 0,17 | 329 | 2,50 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 76.185 | -4,56 | 7.209 | -2,14 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 117.290 | 17,89 | 11.099 | 20,88 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 160.169 | 5,64 | 15.157 | 8,31 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 9.914 | -16,91 | 938 | -14,80 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 566.693 | 0,44 | 53.626 | 2,99 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1.136 | 108 | ||||||
| 2025-08-05 | 13F | Next Capital Management LLC | 13.547 | 1,91 | 1.282 | 4,49 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 23.242 | 2,91 | 2.199 | 5,52 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6.194 | -30,53 | 586 | -28,97 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 3.380 | 2,95 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 4.366 | -0,07 | 413 | 2,48 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 2.687 | 0,00 | 254 | 2,42 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 97 | 0,00 | 9 | 12,50 | ||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 23.133 | -1,62 | 2.189 | 0,88 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2.228 | 211 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 62 | 0,00 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 50.220 | 0,09 | 4.752 | 2,77 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6.156 | -2,81 | 583 | -0,34 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 53.657 | -4,39 | 5.078 | -1,97 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 8.552 | -8,81 | 809 | -6,47 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7.213 | 2,20 | 683 | 4,76 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 158 | 0,00 | 15 | 0,00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2.485 | 249,51 | 235 | 261,54 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 72 | -50,68 | 7 | -53,85 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 3.037 | 16,40 | 287 | 19,58 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 23.931 | -41,36 | 2.265 | -39,88 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 11.691 | -8,85 | 1.106 | -6,51 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 159.729 | -7,92 | 15.115 | -5,58 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 206.385 | 39,10 | 19.530 | 42,63 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 177.943 | -3,39 | 16.839 | -0,94 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 113.848 | -1,39 | 10.773 | 1,12 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 675 | 0,00 | 64 | 1,61 | ||||
| 2025-08-07 | 13F | Commerce Bank | 9.461 | -4,93 | 895 | -2,51 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 4.597 | 0,00 | 424 | -0,24 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 11.006 | -3,84 | 1.042 | -1,42 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2.618 | -3,64 | 248 | -1,20 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 11.806 | 0,00 | 1.117 | 2,57 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 18.924 | -15,29 | 1.791 | -13,15 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 10.653 | -1,10 | 1.008 | 1,41 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 578 | 0,00 | 55 | 1,89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 97.942 | 8,00 | 9.268 | 10,74 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3.382 | -78,83 | 320 | -78,29 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8.532 | 96,23 | 808 | 101,25 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 111.497 | 17,71 | 10.551 | 20,70 | ||||
| 2025-04-21 | 13F | CWA Asset Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 338 | 0,00 | 32 | 0,00 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 2.292 | 0,00 | 217 | 2,37 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 186 | -17,33 | 18 | -15,00 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3.968 | 359 | ||||||
| 2025-07-31 | 13F | CNB Bank | 250 | 0,00 | 24 | 0,00 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 95.643 | 0,19 | 9.051 | 2,72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 292.029 | 3,16 | 28 | 3,85 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 2.801 | 5,50 | 265 | 8,16 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 846 | -20,49 | 80 | -18,37 | ||||
| 2025-05-13 | 13F | Freestone Capital Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 26.317 | -12,57 | 2.490 | -10,37 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 1.226 | 13,00 | 116 | 2,65 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 378 | 36 | ||||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 138.340 | -3,02 | 13.091 | -0,56 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 37 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4.856.346 | 1,57 | 459.556 | 4,15 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 3.703 | 0,00 | 350 | 2,64 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 5.042 | -13,71 | 477 | -11,50 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 33.486 | 63,70 | 3.090 | 63,15 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 114.413 | -4,67 | 10.827 | -2,26 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 42.864 | 15,86 | 4.056 | 18,80 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1.189 | 0,00 | 113 | 2,75 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 8.315 | 0,00 | 787 | 2,48 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 90.976 | -0,13 | 8.609 | 2,41 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 900 | 0,00 | 85 | 2,41 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 9.748 | 6,05 | 1 | |||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 2.682 | 19,20 | 253 | 21,74 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14.174 | 46,21 | 1 | |||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 39.678 | 18,60 | 3.755 | 21,61 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5.561 | -13,45 | 562 | -5,07 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 30.176 | -18,37 | 2.856 | -16,30 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 19.832 | 153,96 | 1.877 | 160,56 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 8.056 | -5,45 | 762 | -3,05 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 47.943 | -1,22 | 4.537 | 1,27 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 51.355 | -83,23 | 4.860 | -82,81 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6.625 | -5,13 | 627 | -2,80 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 110 | -85,82 | 10 | -85,92 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 130 | 0,00 | 12 | 0,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 5.059 | -22,26 | 479 | -20,33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 523 | 26,02 | 49 | 28,95 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1.756 | 0,00 | 166 | 2,47 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 5.000 | -49,70 | 473 | -48,42 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 22.509 | -1,12 | 2.130 | 1,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5.252.441 | 14,20 | 497.039 | 17,09 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 23.745 | 2.247 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 199 | 34,46 | 19 | 38,46 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 9.654 | -6,48 | 914 | -4,10 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4.008 | 5,53 | 379 | 8,29 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 1.317 | -51,02 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 52.703 | -4,66 | 4.880 | -4,35 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 3.727 | 0,00 | 353 | 2,62 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 410.332 | 0,64 | 38.830 | 3,19 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 6.021 | -3,51 | 570 | -1,04 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 | 0 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 2.759 | -23,57 | 261 | -21,62 | ||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 57.866 | 0,99 | 5.476 | 3,54 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 19.301 | 4,74 | 1.826 | 7,41 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7.670 | 21,23 | 726 | 24,36 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 244.102 | 3,63 | 23.099 | 6,26 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 144.275 | -2,31 | 13.653 | 0,16 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7.082 | 39,35 | 670 | 43,16 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 443 | 0,00 | 42 | 2,50 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 314.844 | -15,14 | 29.794 | -12,99 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 12.173 | 0,00 | 1.152 | 2,49 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4.176 | -5,46 | 383 | 1,06 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 4.594 | -8,19 | 435 | -5,86 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 17.916 | 1.695 | ||||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 4.885 | -1,93 | 462 | 0,65 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-07 | 13F | Benedict Financial Advisors Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 20.745 | 0,00 | 1.963 | 2,56 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 23.504 | -5,07 | 2.224 | -2,67 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 258 | 24 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Prudent Investors Network | 5.577 | 0,00 | 528 | 2,53 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 6.269 | -9,66 | 593 | -5,87 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.626 | -21,05 | 249 | -18,95 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 21.921 | 0,41 | 2.074 | 2,98 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5.122 | -9,31 | 485 | -7,10 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 280 | 0,00 | 26 | 4,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3.651 | 8,69 | 346 | 11,65 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 100.276 | 5,07 | 11.051 | 31,70 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 34.094 | -3,07 | 3.226 | 5,08 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 120 | 33,33 | 11 | 37,50 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 773 | 0,00 | 73 | 2,82 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 3.729 | 42,38 | 353 | 46,06 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.467 | -1,81 | 139 | 0,73 | ||||
| 2025-09-03 | 13F | American Trust | 3.598 | 341 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 114.365 | -5,03 | 10.822 | -2,62 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 31 | 0,00 | 3 | 0,00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 236 | 0,00 | 22 | 0,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4.065 | 0,00 | 385 | 2,40 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 75.632 | -70,48 | 7.157 | -69,73 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 2.886 | -38,00 | 273 | -36,36 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2.273 | -19,99 | 215 | -17,94 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 250 | 0,00 | 24 | 0,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 | 0,00 | 14 | 7,69 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 160.119 | 0,21 | 15.152 | 2,75 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2.072.304 | 2,09 | 196.102 | 4,68 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3.797 | 0,74 | 359 | 3,46 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 12.215 | 0,11 | 1.156 | 2,58 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 13 | 0,00 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 11 | 0,00 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 10.866 | 53,17 | 1.028 | 57,19 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 275 | 26 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 76.692 | -7,39 | 7.257 | -5,05 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 31 | 0,00 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3.523 | 0,00 | 333 | 2,46 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 1.499 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 160.136 | -0,35 | 15.154 | 2,18 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4.330 | -3,58 | 410 | 12,05 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3.368 | -9,24 | 319 | 3,58 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 733.140 | 117,52 | 69.377 | 122,31 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 3.887 | 0,00 | 368 | 2,51 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7.099 | -13,46 | 672 | -11,36 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 754 | 0,00 | 71 | 2,90 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 488 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Headinvest, Llc | 2.673 | 0,00 | 253 | 2,44 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 3.073 | -1,22 | 291 | 1,05 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 91.744 | -73,66 | 8.682 | -72,99 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9.016.283 | -1,78 | 853.211 | 0,71 |
