Grundlæggende statistik
Institutionelle ejere | 370 total, 370 long only, 0 short only, 0 long/short - change of 3,34% MRQ |
Gennemsnitlig porteføljeallokering | 0.3170 % - change of 1,26% MRQ |
Institutionelle aktier (lange) | 46.838.164 (ex 13D/G) - change of 7,19MM shares 18,12% MRQ |
Institutionel værdi (lang) | $ 1.629.991 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF (US:RSPT) har 370 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 46,838,164 aktier. Største aktionærer omfatter Kingstone Capital Partners Texas, LLC, Bank Of America Corp /de/, Royal Bank Of Canada, Wells Fargo & Company/mn, LPL Financial LLC, Morgan Stanley, UBS Group AG, Jpmorgan Chase & Co, Raymond James Financial Inc, and Davis Investment Partners, LLC .
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF (ARCA:RSPT) 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 43,06 / share. Previously, on September 16, 2024, the share price was 36,45 / share. This represents an increase of 18,13% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1.350 | 0,15 | 55 | 19,57 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34.935 | 11,33 | 1.425 | 32,96 | ||||
2025-07-24 | 13F | Monument Capital Management | 36.133 | -11,85 | 1.473 | 5,14 | ||||
2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 10.399 | 0,00 | 424 | 19,44 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 381.800 | 141,82 | 15.570 | 188,37 | ||||
2025-07-16 | 13F/A | CX Institutional | 177 | 3,51 | 0 | |||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6.870 | 0,00 | 280 | 19,66 | ||||
2025-08-01 | 13F | First National Trust Co | 7.640 | -3,78 | 312 | 14,76 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1.994.762 | 4,87 | 81.346 | 25,05 | ||||
2025-08-12 | 13F | Fca Corp /tx | 23.647 | 0,29 | 964 | 19,60 | ||||
2025-08-14 | 13F | Comerica Bank | 42.323 | -0,01 | 1.726 | 19,21 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 70 | 0,00 | 3 | 0,00 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | Hm Payson & Co | 600 | 0,00 | 21 | -9,09 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 67.205 | -4,85 | 2.741 | 13,46 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 180 | 0,00 | 7 | 16,67 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 6.710 | 274 | ||||||
2025-08-15 | 13F | CI Private Wealth, LLC | 97.343 | 10,38 | 3.970 | 31,60 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 262.966 | -8,05 | 10.724 | 9,64 | ||||
2025-07-24 | 13F | Blair William & Co/il | 34.881 | 0,00 | 1.422 | 19,30 | ||||
2025-05-02 | 13F | Sigma Planning Corp | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 5.270 | 0,00 | 215 | 18,89 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 61.675 | 0,03 | 2.515 | 19,31 | ||||
2025-08-14 | 13F | First Foundation Advisors | 5.239 | 214 | ||||||
2025-08-01 | 13F | Banco Santander, S.A. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8.844 | -90,90 | 361 | -89,16 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.704 | 0,04 | 110 | 19,57 | ||||
2025-07-17 | 13F | Crane Advisory, LLC | 31.040 | 0,00 | 1.270 | 28,15 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39.802 | -1,23 | 1.623 | 17,78 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 286 | 12 | ||||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 27.883 | 0,00 | 1.137 | 19,31 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 401 | 0,00 | 0 | |||||
2025-08-14 | 13F | Vista Investment Management | 103.728 | 1,62 | 4.230 | 21,17 | ||||
2025-08-11 | 13F | Citigroup Inc | 16.480 | 1,05 | 672 | 20,65 | ||||
2025-08-13 | 13F | Northern Trust Corp | 20.579 | -0,91 | 839 | 18,17 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9.857 | -1,36 | 402 | 17,60 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5.043 | 206 | ||||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.792 | 0,00 | 73 | 19,67 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 1.329.823 | 55.241 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 4.177.564 | -0,64 | 170.361 | 18,48 | ||||
2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 11.600 | 0,00 | 473 | 19,44 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 76.814 | -2,30 | 3.132 | 16,52 | ||||
2025-08-08 | 13F | Creative Planning | 77.347 | -7,12 | 3.154 | 10,74 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 14.550 | -3,02 | 593 | 15,59 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 36.776 | -28,41 | 1.500 | -14,64 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.149 | 210 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 8.714 | -76,12 | 355 | -71,53 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 127.827 | 1,69 | 5.213 | 21,24 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 80.030 | 3.264 | ||||||
2025-07-11 | 13F | Halter Ferguson Financial Inc. | 51.483 | -31,74 | 2.099 | -18,61 | ||||
2025-07-18 | 13F | Founders Capital Management | 1.540 | 63 | ||||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 5.040 | 206 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 18.410 | -9,93 | 751 | 7,30 | ||||
2025-07-18 | 13F | New Wave Wealth Advisors Llc | 7.167 | 1,59 | 292 | 21,16 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 989 | 17,74 | 0 | |||||
2025-05-08 | 13F | Davis R M Inc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 29.572 | 0,00 | 1.206 | 19,19 | ||||
2025-08-14 | 13F | OV Management LLC | 24.504 | 999 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 335.983 | -13,73 | 13.701 | 2,86 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 6.650 | -16,88 | 271 | -0,73 | ||||
2025-08-07 | 13F | PFG Advisors | 12.071 | -46,57 | 492 | -36,27 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 221.485 | -1,16 | 9.032 | 17,87 | ||||
2025-08-06 | 13F | Climber Capital SA | 149.694 | 0,65 | 5.763 | 43,08 | ||||
2025-07-29 | 13F | Private Trust Co Na | 16.632 | -34,61 | 678 | -21,98 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 18.197 | -11,22 | 742 | 6,00 | ||||
2025-04-17 | 13F | Raub Brock Capital Management LP | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8.834 | 360 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.670 | 2,55 | 272 | 22,52 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 46.879 | 0,00 | 2 | 0,00 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 61.680 | -7,09 | 2.515 | 10,70 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 450 | 484,42 | 18 | 800,00 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 5.749 | 234 | ||||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 0 | -100,00 | 0 | |||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
2025-07-02 | 13F | Neville Rodie & Shaw Inc | 173.600 | 0,02 | 7 | 40,00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 8.751 | -1,25 | 357 | 17,49 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 87.877 | -0,89 | 3.584 | 18,17 | ||||
2025-08-08 | 13F | Kaizen Financial Strategies | 16.400 | -1,20 | 669 | 17,81 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 173 | 0,00 | 7 | 40,00 | ||||
2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 266.498 | 3.978,01 | 7 | -97,31 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 14.000 | 0,00 | 571 | 19,25 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 600 | 0,00 | 24 | 20,00 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 340 | 0,00 | 14 | 18,18 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 5.750 | 0,00 | 234 | 19,39 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16.060 | -4,87 | 655 | 13,34 | ||||
2025-07-15 | 13F | Graypoint LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Abbot Financial Management, Inc. | 38.657 | -0,76 | 1.576 | 18,32 | ||||
2025-07-18 | 13F | First Pacific Financial | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 17.280 | 0,00 | 705 | 19,32 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 6.750 | 0,00 | 275 | 19,57 | ||||
2025-07-16 | 13F | Valicenti Advisory Services Inc | 56.928 | -0,41 | 2 | 100,00 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 6.604 | -5,24 | 269 | 13,03 | ||||
2025-08-14 | 13F | Destination Wealth Management | 158.460 | -33,06 | 6.462 | -20,20 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 60 | 0,00 | 2 | 0,00 | ||||
2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6.972 | 0,00 | 238 | -8,46 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2.613.621 | -1,82 | 106.583 | 17,07 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 198.059 | -13,22 | 8.077 | 3,47 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8.530 | 141,64 | 348 | 189,17 | ||||
2025-08-06 | 13F | Richard Bernstein Advisors LLC | 11.008 | -39,54 | 449 | -27,97 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 16.354 | 0,01 | 667 | 19,14 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 4.917 | 201 | ||||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 13.590 | 0,00 | 554 | 19,40 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 530 | 0,00 | 22 | 16,67 | ||||
2025-08-05 | 13F | Sage Capital Management, LLC | 9.277 | -3,69 | 378 | 14,89 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5.876 | 240 | ||||||
2025-07-30 | 13F | Retirement Planning Group | 18.837 | 768 | ||||||
2025-04-30 | 13F | Sofos Investments, Inc. | 560 | 288,89 | 19 | 280,00 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 125.205 | -11,83 | 5.106 | 5,13 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 777 | 32 | ||||||
2025-07-17 | 13F | Greenleaf Trust | 11.840 | 0,00 | 483 | 19,31 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 8.753 | -9,41 | 357 | 7,88 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2.000 | 0,00 | 82 | 19,12 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 170 | 0,00 | 7 | 20,00 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 118.458 | 4,11 | 5 | 33,33 | ||||
2025-08-14 | 13F | UBS Group AG | 1.581.098 | -33,26 | 64.477 | -20,42 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 5.129 | 209 | ||||||
2025-08-11 | 13F | Independent Advisor Alliance | 5.000 | 204 | ||||||
2025-08-12 | 13F | TCTC Holdings, LLC | 1.759 | 0,00 | 72 | 18,33 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 15.260 | 0,00 | 622 | 19,39 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Islay Capital Management, Llc | 126.979 | -23,43 | 5.178 | -8,69 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 114.874 | 1,96 | 5 | 33,33 | ||||
2025-07-31 | 13F | Ssa Swiss Advisors Ag | 350 | 0,00 | 15 | 27,27 | ||||
2025-07-28 | 13F | Cushing Capital Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 511.048 | -0,72 | 20.841 | 18,39 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 25.389 | -2,97 | 1.035 | 15,77 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12.531 | -11,93 | 511 | 5,14 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 7.847 | 0,00 | 320 | 19,40 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5.000 | 204 | ||||||
2025-08-12 | 13F | Manchester Capital Management LLC | 4.000 | 0,00 | 163 | 19,85 | ||||
2025-08-04 | 13F | Assetmark, Inc | 360 | -46,19 | 15 | -36,36 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 10.110 | 0,00 | 412 | 19,42 | ||||
2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7.634 | 0,03 | 318 | 17,41 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 14.060 | 0,00 | 573 | 19,38 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 9.843 | -59,37 | 401 | -55,74 | ||||
2025-07-15 | 13F | Yarbrough Capital, LLC | 91.640 | 23,54 | 3.737 | 47,36 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 10.005 | 0,00 | 408 | 19,30 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 677 | 0,00 | 28 | 17,39 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 10.741 | 0,00 | 0 | |||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 135.721 | -8,24 | 5.535 | 9,41 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 9.697 | 0,00 | 395 | 19,34 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 385.253 | 21,88 | 15.711 | 45,33 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 158.772 | -2,04 | 6.475 | 16,82 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | 0 | ||||||
2025-04-17 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 8.243 | 227,10 | 336 | 290,70 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 8.480 | 0,00 | 346 | 18,97 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 5.256 | 214 | ||||||
2025-08-14 | 13F | Mariner, LLC | 246.078 | -0,33 | 10.035 | 18,86 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3.710 | 0,00 | 151 | 19,84 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 10 | -98,38 | 0 | -100,00 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 264.096 | 6,29 | 10.770 | 26,74 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 212 | 0,47 | 9 | 14,29 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 50.565 | -10,29 | 2.062 | 7,01 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 11.600 | 0,00 | 473 | 19,44 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 29.658 | 1,98 | 1.232 | 29,99 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 6.048 | -1,18 | 247 | 17,70 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 543.274 | 16,19 | 22.155 | 38,54 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 32.542 | -1,86 | 1.327 | 17,02 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 64.310 | -7,46 | 2.623 | 10,35 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 801 | 0,00 | 225 | 0,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 11.500 | 360,00 | 469 | 450,59 | |||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 13.366 | 0,03 | 545 | 19,52 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24.880 | -11,18 | 1.015 | 5,96 | ||||
2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 446.093 | 1,33 | 18.192 | 20,83 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 482 | 0,00 | 0 | |||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 22.958 | 39,92 | 936 | 66,84 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 832.824 | -1,43 | 33.968 | 17,57 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 48.793 | -1,96 | 1.990 | 16,86 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 13.270 | 0,00 | 541 | 19,43 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5.923 | -2,44 | 242 | 16,43 | ||||
2025-05-14 | 13F | Huntington National Bank | 5 | -50,00 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 500 | 21 | ||||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 7.772 | 0,00 | 317 | 19,25 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 169.820 | -20,13 | 6.925 | -4,76 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10.400 | 424 | ||||||
2025-08-13 | 13F | First National Advisers, LLC | 4.970 | 203 | ||||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12.480 | 0,02 | 1 | |||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 9.122 | -10,68 | 0 | |||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 14.817 | -0,03 | 604 | 19,37 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3.704 | 8,53 | 151 | 30,17 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 97 | 0,00 | 4 | 0,00 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 5.945 | -30,54 | 242 | -17,12 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 44.514 | -0,12 | 1.797 | 17,77 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 37.534 | -4,70 | 1.531 | 13,67 | ||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7.850 | -14,21 | 320 | 2,56 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 610 | 0,00 | 25 | 20,00 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 8.320 | 24,51 | 339 | 48,68 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 17.065 | -25,59 | 696 | -11,35 | ||||
2025-08-14 | 13F | Apriem Advisors | 71.549 | 0,00 | 2.918 | 19,26 | ||||
2025-05-01 | 13F | Fidelis Capital Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Bfsg, Llc | 58.878 | 22,43 | 2.401 | 46,05 | ||||
2025-08-12 | 13F | Zacks Investment Management | 17.233 | 0,12 | 703 | 19,39 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10.922 | 0,00 | 445 | 19,30 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5.166 | 0,00 | 211 | 19,32 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 1.000 | 0,00 | 41 | 17,65 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 9.142 | -19,29 | 373 | -3,88 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 8.737 | 0,74 | 356 | 20,27 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13.349 | -2,77 | 544 | 15,99 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 4.418 | 0,00 | 180 | 19,21 | ||||
2025-07-23 | 13F | Optas, LLC | 19.527 | -6,92 | 796 | 11,02 | ||||
2025-07-23 | 13F | Godsey & Gibb Associates | 5.360 | 0,00 | 219 | 19,13 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 5.850 | 0,00 | 239 | 19,00 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 110 | 0,00 | 4 | 33,33 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 16.846 | -0,32 | 687 | 18,89 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 51.068 | 16,74 | 2.083 | 39,08 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 41.610 | -14,49 | 1.697 | 1,92 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 51 | 2 | ||||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2.000 | 82 | ||||||
2025-08-15 | 13F | Morgan Stanley | 1.839.382 | -10,04 | 75.010 | 7,26 | ||||
2025-08-12 | 13F | MAI Capital Management | 23.120 | -3,97 | 943 | 14,46 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 21.048 | 2,86 | 858 | 22,75 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 30.253 | 11,47 | 1.234 | 32,87 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 2.900 | -10,77 | 99 | -18,18 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1.451.125 | 160,26 | 59.177 | 210,34 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7.286 | 0,07 | 297 | 9,19 | ||||
2025-08-14 | 13F | Colony Group, LLC | 8.221 | 9,82 | 335 | 30,86 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6.186 | 252 | ||||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 84.483 | -8,91 | 3.445 | 8,64 | ||||
2025-07-28 | 13F | Hudson Capital Management LLC | 5.368 | 219 | ||||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 204.544 | -1,01 | 8.341 | 18,04 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9.508 | 0,00 | 388 | 17,99 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 796.681 | 0,83 | 32.489 | 20,23 | ||||
2025-08-13 | 13F | Rockport Wealth LLC | 155.698 | 119,48 | 6.349 | 161,71 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 5.930 | -10,97 | 242 | 6,17 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 80.813 | 2,02 | 3.296 | 21,63 | ||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 26.382 | -0,48 | 1.076 | 18,65 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 31.318 | 0,00 | 1.277 | 19,23 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 178.234 | 14,88 | 7.268 | 37,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 14.250 | 0,00 | 581 | 19,30 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Kimelman & Baird, LLC | 910 | 0,00 | 37 | 19,35 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 4.937 | 201 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 218.670 | 2,93 | 8.917 | 22,13 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 123.500 | 2,09 | 5.036 | 21,73 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 8.669 | -9,31 | 354 | 8,28 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 9.626 | -7,38 | 393 | 10,42 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 75.040 | 0,00 | 3.060 | 19,25 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 42.567 | -60,67 | 1.736 | -53,12 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 287.316 | 1,77 | 11.717 | 21,35 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 61.727 | 1,11 | 2.517 | 20,60 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 151.804 | 6,42 | 6.191 | 26,90 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | HB Wealth Management, LLC | 153.528 | 6,53 | 6.261 | 27,03 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 111.756 | 22,91 | 4.557 | 33,95 | ||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Live Oak Investment Partners | 12.386 | 0,00 | 505 | 19,39 | ||||
2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 11.550 | 0,00 | 471 | 19,24 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 6.169 | 257 | ||||||
2025-08-13 | 13F | Lido Advisors, LLC | 138.304 | -1,06 | 5.640 | 17,99 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 20.794 | 18,51 | 848 | 63,83 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 134 | 5 | ||||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 20.050 | 176,55 | 686 | 152,77 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 7.000 | -4,11 | 285 | 19,25 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 170 | 0,00 | 7 | 20,00 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 28.744 | 2,87 | 1.172 | 22,72 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6.972 | 0,00 | 284 | 19,33 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 2.652 | 0,00 | 108 | 20,00 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 537.561 | 1,61 | 21.922 | 21,16 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 1.431 | 0,00 | 58 | 20,83 | ||||
2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 59.040 | 0,00 | 2.408 | 19,22 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5.925 | 242 | ||||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 10.050 | 0,00 | 410 | 18,90 | ||||
2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 275.398 | 11.231 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | 306 | 0 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 8.527 | 0,00 | 348 | 19,24 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 12.603 | 0,00 | 514 | 19,03 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 49.760 | -1,37 | 2.029 | 17,62 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 55.719 | -3,97 | 2.272 | 14,52 | ||||
2025-07-18 | 13F | McGuire Investment Group, LLC | 43.051 | 0,00 | 1.756 | 19,23 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24.648 | -6,17 | 1.005 | 11,92 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 34.749 | 29,83 | 1.417 | 74,72 | ||||
2025-04-15 | 13F | Collier Financial | 4.105 | 0,00 | 140 | -8,50 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 48.686 | -1,45 | 1.965 | 16,14 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 5.130 | 0,00 | 209 | 19,43 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6.937 | 0,12 | 0 | |||||
2025-08-08 | 13F | Gts Securities Llc | 6.695 | 273 | ||||||
2025-08-11 | 13F/A | Purus Wealth Management, LLC | 6.331 | 0,00 | 258 | 19,44 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 16.249 | 59,62 | 663 | 90,23 | ||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 6.300 | 0,00 | 257 | 19,07 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 31.201 | 19,05 | 1.272 | 41,96 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 123.815 | -0,20 | 5.049 | 19,00 | ||||
2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 16.960 | 0,00 | 692 | 19,14 | ||||
2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 777 | -92,60 | 32 | -91,60 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 798 | 33 | ||||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 125.114 | -20,30 | 5.102 | -4,96 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 5.350 | 218 | ||||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 10.000 | 0,00 | 408 | 19,01 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 50 | 0,00 | 2 | 100,00 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 53.954 | 0,78 | 2.200 | 20,22 | ||||
2025-04-09 | 13F | PMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 434 | -22,78 | 18 | -19,05 | ||||
2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 28.825 | 1,32 | 1 | |||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 91.300 | 0,00 | 4 | 0,00 | ||||
2025-05-08 | 13F | Commerce Bank | 0 | -100,00 | 0 | |||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3.030 | 0,00 | 124 | 19,42 | ||||
2025-04-23 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Oak Harvest Investment Services | 7.500 | 0,00 | 306 | 19,14 | ||||
2025-08-14 | 13F | Beck Capital Management, Llc | 8.088 | -30,12 | 330 | -16,71 | ||||
2025-05-14 | 13F | Capital Wealth Alliance, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 82.667 | -0,92 | 3.443 | 20,68 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 4.805 | 532,24 | 196 | 650,00 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 22.500 | -23,73 | 918 | -9,03 | ||||
2025-08-04 | 13F | Crescent Sterling, Ltd. | 7.778 | -13,61 | 317 | 3,26 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 | -99,98 | 0 | -100,00 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 41.394 | 25,26 | 1.688 | 49,38 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 21.580 | 0,00 | 880 | 19,24 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 411.368 | -12,60 | 16.776 | 4,21 | ||||
2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Williamson Legacy Group, LLC | 5.683 | -4,34 | 232 | 13,79 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6.712 | -0,86 | 274 | 18,18 | ||||
2025-08-04 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
2025-07-02 | 13F | Capital Market Strategies LLC | 68.568 | -24,65 | 2.796 | -10,15 | ||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 142.206 | -5,47 | 5.812 | 18,76 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3.834 | -98,12 | 156 | -97,77 | ||||
2025-07-23 | 13F | Friedenthal Financial | 41.903 | 3,43 | 1.709 | 23,32 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3.563.512 | 219,86 | 145.319 | 281,40 | ||||
2025-07-29 | 13F | BXM Wealth LLC | 16.441 | -12,62 | 670 | 4,20 | ||||
2025-07-16 | 13F | Kennicott Capital Management Llc | 71.944 | 0,15 | 2.934 | 19,42 | ||||
2025-08-08 | 13F | Condor Capital Management | 242.470 | -0,67 | 9.888 | 18,44 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 36.897 | 0,06 | 1.505 | 19,27 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 31.714 | -0,11 | 1.293 | 19,17 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Williams & Novak, LLC | 5.570 | 227 | ||||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 14.500 | 0,00 | 591 | 19,39 | ||||
2025-08-14 | 13F | Chicago Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 361.339 | 18,58 | 15 | 40,00 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 33.657 | 0,00 | 1.373 | 19,20 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 19.350 | 0,00 | 789 | 19,36 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Main Street Group, LTD | 5.453 | 0,00 | 222 | 19,35 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 54.275 | -54,88 | 2.213 | -46,19 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 44.334 | -3,92 | 1.808 | 14,51 | ||||
2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9.524 | 388 | ||||||
2025-08-12 | 13F | AlphaCore Capital LLC | 479 | 0,00 | 20 | 18,75 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 21.868 | 12,90 | 907 | 37,01 | ||||
2025-08-07 | 13F | SFE Investment Counsel | 14.809 | 1,76 | 604 | 21,33 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 220 | 8 | ||||||
2025-07-14 | 13F | GAMMA Investing LLC | 70 | 0,00 | 3 | 0,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 74.273 | -13,59 | 3.029 | 3,03 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 32.622 | 0,00 | 1.330 | 19,28 | ||||
2025-04-22 | 13F | PFG Investments, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.280 | 0,00 | 52 | 20,93 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 4.974 | 0,14 | 203 | 19,53 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Addison Advisors LLC | 10.200 | 0,00 | 416 | 19,25 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 700 | 29 | ||||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 1.118.333 | -0,23 | 45.606 | 18,97 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 1.000 | -33,33 | 41 | -21,57 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 15.503 | 0,12 | 632 | 19,47 | ||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 1.383.960 | -3,98 | 56.451 | 20,96 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6.516 | 0,00 | 266 | 19,37 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 75 | 3 | ||||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 5.385.050 | 257 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 9.655 | -32,16 | 394 | -19,14 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 2.250 | 0,00 | 92 | 19,74 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 11.727 | 0,12 | 478 | 19,50 | ||||
2025-07-29 | 13F | Ballast, Inc. | 158.772 | 6.475 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 205.575 | -17,46 | 8.383 | -0,77 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 8.472 | -24,49 | 345 | -9,92 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 2.374 | -10,92 | 97 | 5,49 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 5.941 | 242 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 273 | 28,77 | 11 | 57,14 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1.000 | 0,00 | 41 | 17,65 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 19.176 | 0,01 | 782 | 19,39 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2.528 | 103 | ||||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 7.500 | 0,00 | 306 | 19,14 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 32.957 | -32,39 | 1.344 | -19,44 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 15.809 | -7,44 | 645 | 10,27 | ||||
2025-07-17 | 13F | Lazari Capital Management, Inc. | 5.460 | -19,27 | 223 | -3,90 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1.426.364 | 2,01 | 58.167 | 21,63 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 809.735 | 5,40 | 33.028 | 25,68 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 126.879 | 22,73 | 5.267 | 48,97 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 111.392 | -1,76 | 4.543 | 17,15 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 10.421 | -0,70 | 425 | 18,44 | ||||
2025-08-14 | 13F | Allred Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-02 | 13F | HBW Advisory Services LLC | 7.083 | -15,95 | 289 | 0,00 | ||||
2025-07-29 | 13F | Activest Wealth Management | 42.411 | -92,04 | 1.730 | -90,52 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Youngs Advisory Group, Inc. | 7.690 | 0,00 | 314 | 19,39 | ||||
2025-08-14 | 13F | Fmr Llc | 48.610 | 5,35 | 1.982 | 25,60 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 13.289 | -8,60 | 542 | 8,85 | ||||
2025-08-04 | 13F | Balentine LLC | 1.870 | 0,00 | 76 | 20,63 | ||||
2025-08-06 | 13F | North Capital, Inc. | 1.690 | 0,00 | 69 | 19,30 | ||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 420 | 17 | ||||||
2025-07-17 | 13F | Walker Asset Management, LLC | 83.453 | 0,36 | 3.403 | 19,70 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15.038 | 0,13 | 613 | 19,49 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 486.524 | 3,84 | 19.840 | 23,82 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 520 | 0,00 | 21 | 23,53 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 11.368 | -7,64 | 464 | 10,24 | ||||
2025-08-13 | 13F | Laidlaw Wealth Management LLC | 6.790 | 0,00 | 277 | 18,97 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 900 | 0,00 | 37 | 20,00 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 197.215 | -0,20 | 8.042 | 19,00 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 20.033 | 0,01 | 817 | 19,12 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 37.181 | -0,45 | 2 | 0,00 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 7.606 | 0,07 | 310 | 19,69 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 883 | 0,00 | 36 | 20,00 | ||||
2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 16.000 | 0,00 | 652 | 19,20 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6.875 | -3,83 | 280 | 14,75 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 3.900 | 159 | ||||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 169.343 | -53,52 | 7 | -50,00 |