Grundlæggende statistik
| Institutionelle ejere | 476 total, 476 long only, 0 short only, 0 long/short - change of -2,65% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5456 % - change of -6,93% MRQ |
| Institutionelle aktier (lange) | 175.235.421 (ex 13D/G) - change of -2,57MM shares -1,44% MRQ |
| Institutionel værdi (lang) | $ 5.881.667 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (US:SDVY) har 476 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 175,235,421 aktier. Største aktionærer omfatter LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/mn, Bank Of America Corp /de/, UBS Group AG, Royal Bank Of Canada, Cetera Investment Advisers, Capital Investment Advisors, LLC, and Stifel Financial Corp .
First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (NasdaqGM:SDVY) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 38,16 / share. Previously, on September 16, 2024, the share price was 35,27 / share. This represents an increase of 8,19% 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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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-13 | 13F | CacheTech Inc. | 6.310 | 0,00 | 211 | -6,64 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 16.921 | -3,05 | 597 | 2,05 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 42.278 | 0,90 | 1.492 | 6,27 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 29 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 11.086 | 4,83 | 391 | 10,45 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1.610 | 0,00 | 57 | 5,66 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 26.174 | 0,00 | 882 | 0,68 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9.666 | 20,60 | 350 | 39,04 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2.139 | 0,00 | 75 | 5,63 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 3.376.574 | 8,99 | 119.126 | 14,78 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 788 | -54,21 | 28 | -52,63 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 421.640 | 4,09 | 14.875 | 9,62 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 17.714 | -0,88 | 625 | 4,35 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 200 | 0,00 | 7 | 16,67 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 71.975 | -29,80 | 2.539 | -26,06 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 19.015 | -64,75 | 671 | -62,92 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 6.788 | 4,90 | 239 | 10,65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.835.642 | 472,85 | 100.041 | 503,31 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 68.145 | 2,48 | 2.404 | 7,95 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 104.824 | 4,92 | 3.698 | 10,49 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 8.103 | -38,60 | 286 | -35,52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 357.793 | 29,32 | 13 | 33,33 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 51.269 | 48,95 | 1.809 | 56,81 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 586.154 | -15,47 | 20.694 | -10,95 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 23.536.432 | 0,69 | 830.365 | 6,05 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 21.475 | 0,00 | 758 | 5,29 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 132.254 | 0,08 | 4.666 | 5,38 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 65.522 | 6,78 | 2.312 | 12,46 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 92.724 | 4,18 | 3.271 | 9,73 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 39 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 247.589 | 20,65 | 8.735 | 27,06 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 387.258 | 40,02 | 13.662 | 47,46 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 9 | -95,38 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 6.867 | -9,18 | 242 | -4,35 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 47.779 | 3,30 | 1.686 | 8,78 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 18.666 | -91,39 | 659 | -90,94 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 89.447 | -13,05 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2.890.125 | -1,33 | 102 | 3,06 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 198 | 7 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 181.321 | -2,14 | 6.397 | 3,08 | ||||
| 2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 67.898 | 6,49 | 2.395 | 12,18 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 860 | 0,35 | 30 | 7,14 | ||||
| 2025-04-14 | 13F | Griffith & Werner, Inc. | 86.177 | 26,72 | 2.887 | 18,42 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 417.055 | 1,51 | 14.714 | 6,90 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 111.593 | 8,37 | 3.937 | 14,15 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9.024 | -98,21 | 318 | -98,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 41.112 | 0,82 | 1.450 | 1,68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 8.831 | 2,26 | 312 | 7,61 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 308.708 | -24,80 | 10.891 | -20,80 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 128.748 | 19,05 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 22.817 | -0,78 | 805 | 4,42 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 92.943 | 9,32 | 3.279 | 15,13 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 60.058 | 3,50 | 2.119 | 9,01 | ||||
| 2025-07-17 | 13F | City Holding Co | 40.275 | 3,18 | 1.420 | 8,65 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 137 | 0,00 | 5 | 0,00 | ||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 7.719 | 0,00 | 272 | 5,43 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 139.377 | 32,78 | 4.917 | 39,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 20.969 | -53,28 | 740 | -50,83 | ||||
| 2025-03-28 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 76.414 | 0,00 | 2.856 | 3,63 | ||||
| 2025-08-01 | 13F | Bolthouse Investments, LLC | 51.388 | -31,88 | 1.813 | -28,29 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 599.077 | -7,22 | 21.135 | -2,29 | ||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 25.561 | -11,53 | 902 | -6,72 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 80.708 | 3,23 | 2.954 | 16,54 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1.200 | 42 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 122.183 | 13,22 | 4.311 | 19,23 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 27.684 | 82,68 | 977 | 92,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3.463.545 | -0,46 | 122.195 | 4,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.974.264 | -5,06 | 104.932 | -0,01 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5.786.141 | -1,82 | 204.135 | 3,39 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 51.584 | 10,53 | 1.820 | 16,38 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 33.632 | 47,21 | 1.187 | 55,03 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8.368 | 0,22 | 295 | -67,04 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 43.738 | -1,17 | 1.543 | 4,12 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 357 | -39,18 | 0 | |||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 8.870 | 0,00 | 313 | 5,05 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3.050 | -32,97 | 110 | -28,76 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 5.996 | 212 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 8.196 | -6,83 | 289 | -1,70 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 82.114 | -3,92 | 2.897 | -5,42 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 65.515 | 2,46 | 2.311 | 7,89 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6.719 | 0,00 | 237 | 5,33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 120.784 | 58,98 | 4.261 | 56,48 | ||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 8.178 | 0,00 | 289 | 5,49 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 6.184 | 67,86 | 218 | 77,24 | ||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 55.249 | 33,31 | 1.949 | 40,42 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 924 | 0,00 | 33 | 6,67 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 21.484 | 8,88 | 772 | 16,27 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3.972.146 | 6,45 | 140.137 | 12,11 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 92.965 | -41,16 | 3.280 | -38,05 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 41.034 | 7,43 | 1.448 | 13,14 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 327 | 37,97 | 12 | 57,14 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 84.821 | -9,73 | 2.992 | -4,93 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 45.340 | -3,00 | 1.600 | 2,17 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 49.853 | 1,86 | 1.759 | 7,26 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 10.952 | -0,16 | 386 | 5,18 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 10.239 | -27,88 | 361 | -24,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 39.840 | -5,71 | 1.406 | -0,71 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4.046 | -3,37 | 143 | 1,43 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 14.424 | 16,52 | 509 | 26,05 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 19.713.398 | 1,23 | 695.489 | 6,61 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1.790 | -15,41 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 953.881 | -35,60 | 33.653 | -32,18 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 287.565 | -4,20 | 10.145 | 0,90 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11.698 | 109,23 | 413 | 120,32 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1.348 | 48 | ||||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 22.465 | -6,83 | 793 | -1,86 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 30.776 | 0,66 | 1.086 | 5,96 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10.269 | 15,76 | 362 | 22,30 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 8.725 | 0,00 | 308 | 5,14 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 13.317 | -9,33 | 470 | -4,67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 30.655 | -13,39 | 1.081 | -8,78 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10 | -94,12 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 1.028.128 | 2,56 | 36.272 | 8,01 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 72.137 | 465,78 | 2.545 | 495,78 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 13.062 | 12,53 | 461 | 18,56 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2.720 | -41,05 | 96 | -38,31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 218.141 | 19,89 | 7.696 | 26,27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 667.902 | 40,56 | 23.584 | 48,64 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5.276.231 | 5,46 | 186.145 | 11,06 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 323.576 | 5,61 | 11.416 | 11,21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11.972.064 | -9,55 | 422.374 | -4,74 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 188.174 | -71,34 | 6.468 | -68,57 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 24.046 | 0,13 | 848 | 5,47 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 21.831 | -1,37 | 770 | 3,91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22.514 | 13,83 | 794 | 19,94 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 77.575 | -0,89 | 2.781 | 6,10 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 48.337 | -88,58 | 1.705 | -87,98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13 | 0 | ||||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 102.815 | 0,73 | 3.627 | 6,08 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 25.158 | 11,26 | 888 | 17,17 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 24.769 | -5,19 | 874 | -0,23 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 3 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 7.300 | 0,00 | 258 | 5,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 97.649 | 56,59 | 3.445 | 54,14 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 587.932 | -6,85 | 20.742 | -1,89 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 576 | 20 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 117.181 | 10,11 | 4.134 | 15,99 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 205.395 | 1,99 | 7.246 | 7,41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 290.064 | 653,00 | 10.233 | 695,72 | ||||
| 2025-04-30 | 13F | OMNI 360 Wealth, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 22.805 | -0,90 | 805 | 4,42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 502.386 | -16,30 | 17.724 | -11,85 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 7.616 | 269 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 54.115 | -13,00 | 1.909 | -8,35 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 68.033 | 0,13 | 2.400 | 5,45 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 59.374 | 0,33 | 2.095 | 5,12 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 53.757 | 1.897 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 154.981 | 15,42 | 5.468 | 21,54 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 389.744 | 4,07 | 13.750 | 9,60 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12.370 | -19,41 | 436 | -15,18 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 8.848 | 18,96 | 312 | 25,30 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 160.097 | -11,47 | 5.648 | -6,77 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 59.001 | 1,24 | 2.082 | 6,61 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 60.755 | 339,14 | 1.978 | 299,39 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 74.917 | 0,00 | 2.510 | 0,00 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1.252 | 0,00 | 44 | 7,32 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 220 | 0,00 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 378 | 0,00 | 13 | 8,33 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 80.066 | 4,56 | 2.825 | 10,10 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 122.024 | -6,37 | 4.305 | -1,40 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 440.289 | 8,31 | 15.533 | 14,06 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 30.663 | 118,63 | 1 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 42.936 | 1,73 | 1.515 | 7,60 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1.555 | -45,29 | 56 | -42,11 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6.534 | 231 | ||||||
| 2025-05-15 | 13F | Paragon Private Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | 0 | ||||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 131.226 | 28,41 | 4.630 | 35,23 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 7.269 | 0,33 | 256 | 5,79 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 22.210 | 0,00 | 784 | 5,24 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 7.213 | 0,04 | 254 | 5,39 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 59.920 | 7,97 | 2.114 | 13,66 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20.231 | 21,50 | 714 | 28,01 | ||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 66.734 | -11,47 | 2.236 | -17,28 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1.474 | 52 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7.551 | 0 | ||||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 1.200 | 0,00 | 42 | 5,00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 57.031 | -0,19 | 2 | 100,00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 5.300 | 0,00 | 187 | 5,08 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 58.292 | 1,30 | 2.057 | 6,69 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 368.711 | 189,95 | 13.008 | 205,42 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 114.963 | 8,31 | 4.056 | 14,06 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 27.514 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 14.022 | -89,58 | 495 | -89,04 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 90.577 | 3,56 | 3.196 | 9,08 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 12.726 | 449 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 207.167 | 0,00 | 7.309 | 5,30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 508.235 | 15,68 | 17.931 | 21,83 | ||||
| 2025-08-14 | 13F | Betterment LLC | 38.894 | 52,53 | 1 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 297.205 | 2,66 | 10.485 | 8,12 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 74 | 3 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 226 | 8 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 264.590 | 26,76 | 9.335 | 33,50 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 412 | -4,63 | 14 | -13,33 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8.609 | 2,07 | 304 | 7,45 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 18.016 | -4,07 | 636 | 0,95 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 17.339 | -23,78 | 612 | -19,82 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 26.446 | 0,71 | 933 | 6,14 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 29.472 | 32,39 | 1.040 | 39,46 | ||||
| 2025-07-16 | 13F | American National Bank | 420 | 15 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 18.429 | 3,22 | 650 | 8,70 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 166.882 | 30,97 | 5.888 | 37,93 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 11.301 | 8,34 | 399 | 14,04 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 370 | 0,00 | 13 | 8,33 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 57.510 | 8,80 | 2.029 | 14,58 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 178.088 | -17,26 | 6.283 | -12,87 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 19.276 | -14,76 | 680 | -10,17 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10.492 | 15,65 | 370 | 22,11 | ||||
| 2025-05-15 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 92.680 | 3.288 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1.199 | 0,00 | 42 | 0,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 92.821 | -0,96 | 3.275 | 4,30 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 12.365 | 55,65 | 436 | 63,91 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 12.245 | 432 | ||||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | -100,00 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 13 | 0 | ||||||
| 2025-05-12 | 13F | Prasad Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.528 | 54 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 2.371.783 | -15,20 | 83.676 | -10,70 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 43.808 | -21,74 | 1.546 | -17,60 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 115.133 | 10,67 | 4.062 | 16,53 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 38.700 | 1.365 | ||||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 962 | 34 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6.104 | 215 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2.598.480 | 2,43 | 91.674 | 7,87 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 38.665 | -0,08 | 1.364 | 5,25 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 21.258 | 25,65 | 750 | 32,33 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 721.425 | 20,46 | 25.452 | 26,86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 36.041 | -0,41 | 1.272 | 4,87 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 15.182 | 20,99 | 536 | 27,38 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 271.747 | -8,65 | 9.587 | -3,79 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 15.862 | 75,14 | 560 | 84,49 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 22.530 | 0,00 | 755 | 0,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 19.136 | 675 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1.266 | 0,00 | 45 | 4,76 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 30.319 | 106,27 | 1.070 | 117,28 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1.614.179 | 5,06 | 57 | 9,80 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 358.188 | 5,14 | 12.637 | 10,73 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 324.002 | 16,00 | 11.431 | 22,15 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 48.440 | 51,73 | 1.709 | 59,78 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14.098 | 4,61 | 497 | 10,20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 575.263 | -10,25 | 20.968 | -2,35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 69.402 | 2.448 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 10.355 | 0,49 | 365 | 5,80 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 44.454 | 1.611 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 9.471 | 2.128,47 | 334 | 2.285,71 | ||||
| 2025-08-14 | 13F | Comerica Bank | 87.635 | -11,62 | 3.092 | -6,93 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 11.588 | 13,63 | 418 | 21,22 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 13.753 | 0,84 | 485 | 6,36 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.722 | 14,95 | 61 | 20,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 36.188 | 15,69 | 1.212 | 8,12 | ||||
| 2025-08-13 | 13F | Breakthru Advisory Services, Llc | 216.531 | 0,00 | 7.254 | 0,00 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 27.092 | 6,92 | 956 | 12,62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 58.630 | 16,42 | 2.068 | 22,58 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 6.033 | 213 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 177.222 | 1,98 | 6.252 | 7,40 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 9.921 | 5,07 | 350 | 10,44 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 58.517 | 0,31 | 2 | 100,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11.508 | 4,75 | 406 | 3,31 | ||||
| 2025-08-08 | 13F | Creative Planning | 9.390 | 31,88 | 331 | 39,08 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 90.660 | 264,70 | 3.198 | 284,38 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 227.920 | 5,80 | 8.041 | 11,43 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 70.174 | 2,90 | 2.527 | 10,60 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24.946 | 18,28 | 880 | 24,65 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 70.306 | -26,92 | 2.480 | -23,03 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 44.246 | 6,98 | 1.561 | 5,26 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 60.121 | 2.121 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 28.257 | -80,64 | 997 | -79,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 32.567 | 120,90 | 1.149 | 132,86 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 86.685 | 5,02 | 3.058 | 10,60 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 48.472 | -47,63 | 1.710 | -44,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 14.922 | 4,39 | 526 | 10,04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 23.435 | -8,88 | 1 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 40.943 | -50,16 | 1.444 | -47,51 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 169.391 | 2,79 | 5.976 | 8,26 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 18.659 | -8,67 | 658 | -3,80 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 83.736 | 11,93 | 2.954 | 17,88 | ||||
| 2025-04-23 | 13F | Ferguson Shapiro LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 7.575 | -18,90 | 267 | -14,42 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 5.910 | -64,62 | 209 | -62,79 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 34.735 | 28,61 | 1.225 | 35,51 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 276.140 | 12,55 | 9.742 | 18,53 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 28.856 | -5,02 | 1.018 | 0,10 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 307.056 | -28,57 | 10.833 | -24,78 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 45.383 | 11,81 | 1.601 | 17,81 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 36.937 | -5,60 | 1.303 | -0,53 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 109.078 | -6,32 | 3.848 | -1,33 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7.535 | 31,55 | 266 | 38,74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2.744.843 | 11,15 | 96.848 | 17,05 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 17.225 | 14,90 | 608 | 20,92 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 36.704 | 0,56 | 1.295 | 5,89 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 6.808 | 245 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 52.787 | 1,60 | 1.862 | 7,01 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 213.476 | -11,77 | 7.531 | -7,08 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1.972 | -89,43 | 70 | -88,96 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 31 | 0,00 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 127.804 | -0,99 | 4.509 | 4,26 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 40.287 | -4,98 | 1.421 | 0,07 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 197.707 | -47,65 | 6.975 | -44,87 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 67.871 | -20,77 | 2.440 | -14,99 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 8.806 | -10,08 | 311 | -5,49 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 82.343 | -0,81 | 2.905 | 4,50 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 70.270 | -11,08 | 2.479 | -6,35 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17.242 | 608 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 18.761 | 15,95 | 662 | 21,96 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2.047 | 0,00 | 72 | 5,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.939.333 | 29,85 | 68.420 | 36,75 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 952 | 120,88 | 34 | 135,71 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 20.967 | 40,43 | 740 | 38,13 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4.850 | 13,98 | 171 | 20,42 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 58.260 | 7,47 | 2.055 | 13,16 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 9.526 | 0,00 | 336 | 5,33 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 8.250 | 0,00 | 291 | 5,43 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 52.207 | 0,55 | 1.842 | 5,87 | ||||
| 2025-05-01 | 13F | Kerntke Otto McGlone Wealth Management Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 399.417 | 7,42 | 14.091 | 13,14 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 267.448 | 10,81 | 9.436 | 16,70 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 270.260 | 3,54 | 9.535 | 9,03 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 394.835 | -29,15 | 13.930 | -25,39 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 132 | -79,69 | 5 | -80,95 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 2.747.396 | 3,02 | 96.928 | 8,50 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 93.263 | 8,21 | 3.290 | 13,96 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 127.274 | -9,48 | 4.490 | -4,67 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 10.129 | 0,76 | 357 | 6,25 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 74.422 | -19,55 | 2.626 | -15,27 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 28.224 | 1,40 | 996 | 6,76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 257.560 | 19,50 | 9.087 | 25,84 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 207.117 | 3,01 | 7.307 | 8,49 | ||||
| 2025-04-29 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 800 | 0,00 | 28 | 7,69 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28.879 | 6,79 | 1.019 | 12,36 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 14.501 | 2,02 | 512 | 7,35 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 779.069 | 1,92 | 27 | 8,00 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 28.320 | 8,66 | 1.032 | 27,09 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 22.986 | 7,09 | 811 | 12,66 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 558.478 | 5,70 | 19.703 | 11,32 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1.305.901 | 2,90 | 46.072 | 8,37 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 35.439 | 1.250 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12.680 | 7,09 | 457 | 15,15 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 129.779 | 2,42 | 4.579 | 7,87 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8.425 | -6,16 | 297 | -1,00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-01 | 13F | Stegent Equity Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 949 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 101.325 | -18,86 | 3.575 | -14,56 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 14.658 | -67,53 | 527 | -63,27 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 234.479 | 0,57 | 8.272 | 5,92 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 16.883 | 10,49 | 596 | 16,44 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 20.272 | 0,75 | 715 | 6,08 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 90.145 | -1,52 | 3.180 | 3,72 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 202.011 | -3,31 | 7.127 | 1,81 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 80.342 | 2.834 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 200 | 0,00 | 7 | 16,67 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 8.362 | 0,29 | 295 | 5,38 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 118.009 | 3,58 | 4.163 | 9,09 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 25.853 | 8,70 | 912 | 14,57 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 135.445 | 9,60 | 4.778 | 15,44 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3.137 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 13.750 | 108,52 | 498 | 93,77 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 179.762 | 6,15 | 6.342 | 11,79 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 126.939 | -33,63 | 4.478 | -30,11 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 5.500 | -12,14 | 194 | -7,18 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 191.104 | -62,43 | 6.742 | -60,44 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 650.888 | -3,30 | 22.963 | 1,84 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 303.184 | 2,89 | 10.696 | 8,36 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 7.555 | 0,31 | 267 | 5,56 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 73.100 | 3,87 | 2.579 | 9,38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6.401.958 | -5,15 | 225.861 | -0,11 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 20.368 | 7,05 | 719 | 12,72 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 108.990 | -1,47 | 3.845 | 3,78 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8.223 | 0,00 | 290 | 5,45 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 130.277 | -2,22 | 4.596 | 2,98 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 66.426 | 3,86 | 2.344 | 9,38 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 86.879 | -5,70 | 2.910 | -11,90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12.018.669 | -3,82 | 424.019 | 1,29 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 138.295 | 0,28 | 4.879 | 5,63 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 100 | 0,00 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 14.097 | -18,09 | 497 | -13,72 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 10.174 | -2,86 | 359 | 2,29 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.265.220 | -0,42 | 44.637 | 4,88 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 218.908 | 7.723 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 456.314 | 4,28 | 16.099 | 9,82 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 215 | 0,00 | 8 | 0,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 643.785 | -1,65 | 22.713 | 3,58 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 269 | 9 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 92 | 3 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 28.610 | -0,13 | 1 | |||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 74.700 | -7,79 | 2.635 | -2,88 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10.260 | 2,92 | 362 | 8,41 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 346.245 | 1,18 | 12.216 | 6,55 | ||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 101.952 | -14,99 | 3.597 | -10,48 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 23.967 | 846 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 96.442 | 14,47 | 3.402 | 20,55 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 16.631 | -30,58 | 598 | -20,82 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 146.001 | 1,94 | 5.151 | 7,34 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 82.303 | 12,11 | 2.904 | 18,06 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 242.835 | -14,65 | 8.579 | -10,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17.780 | -10,34 | 627 | -5,57 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 35.503 | 0,60 | 1.253 | 5,92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 701.789 | 3,50 | 24.759 | 9,00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 11.916 | 0,02 | 420 | 5,26 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 260.865 | 43,41 | 9.203 | 51,04 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 5.409 | 0,00 | 191 | 4,97 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6.372 | -5,40 | 225 | -0,44 | ||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5.831 | 206 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 38.931 | -1,84 | 1.373 | 3,39 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 172.601 | -8,38 | 6.089 | -3,50 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 30.660 | 1 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 50.070 | -6,82 | 1.766 | -1,89 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1.623 | -35,90 | 57 | -32,14 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 306.485 | 22,04 | 10.813 | 28,53 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 88.431 | 3.120 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 114.297 | 27,92 | 4.032 | 34,71 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 560.714 | 103,18 | 19.782 | 113,96 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Chicago Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 26.092 | 73,28 | 921 | 82,54 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 29.910 | -36,41 | 1.055 | -33,02 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 6.976 | 0,35 | 246 | 6,03 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 11.465 | -1,37 | 404 | 3,86 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 16.473 | -21,72 | 585 | -17,16 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 32.900 | 1.161 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 27.582 | 174,07 | 973 | 188,72 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7.208 | 9,08 | 255 | 17,59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27.281 | 962 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2.237.668 | -0,68 | 79 | 4,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34.354 | 2,70 | 1.212 | 8,21 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 57.895 | 23,67 | 2 | 100,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10.547 | 22,11 | 372 | 28,72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 86.994 | -40,42 | 3.069 | -37,25 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 263.145 | 0,46 | 9.284 | 5,80 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4.597 | -23,22 | 162 | -19,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 297 | 0,00 | 10 | 11,11 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 12.425 | 34,69 | 438 | 41,75 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 44.246 | -10,88 | 1.561 | -6,13 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 32.583 | 11,90 | 1.150 | 17,85 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8.307 | 0 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 19.132 | 4,11 | 675 | 9,59 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 28.969 | 1,16 | 1.022 | 5,91 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8.203 | 11,50 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 117.647 | 10,19 | 4.151 | 16,05 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 14.492 | -0,75 | 511 | 4,50 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 48.462 | 10,87 | 1.710 | 16,73 | ||||
| 2025-04-25 | 13F | Convergence Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 72.649 | -3,72 | 2.563 | 1,42 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 53.156 | 26,27 | 1.875 | 32,98 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 34.742 | -11,73 | 1.226 | -7,06 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1.306.468 | -12,88 | 46.092 | -8,25 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 129.580 | 9,54 | 4.572 | 22,68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 834.088 | 3,68 | 29.436 | 9,19 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 53.534 | 1.889 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 60.912 | -2,98 | 2.149 | 2,14 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 7.758 | 0,34 | 274 | 5,41 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 35.437 | 3,66 | 1.250 | 9,17 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 166.163 | -6,02 | 5.862 | -1,01 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 19.850 | -2,78 | 700 | 2,49 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 56.727 | 3,34 | 2.001 | 9,22 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 135.140 | -8,41 | 4.768 | -3,56 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 139.505 | 1,12 | 4.922 | 6,51 | ||||
| 2025-05-12 | 13F | Astor Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 408.309 | 8,83 | 14.411 | 14,59 | ||||
| 2025-08-13 | 13F | Laidlaw Wealth Management LLC | 23.603 | -11,19 | 833 | -6,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 19.966 | -33,13 | 704 | -29,60 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 293.020 | 2,53 | 10.338 | 7,98 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4.239 | 158 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 6 | -97,99 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.213 | 4.082,76 | 43 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 65.650 | -10,81 | 2.316 | -6,04 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 540.503 | 44,99 | 19.069 | 52,70 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 40.190 | 7,42 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 426 | 0,24 | 15 | 15,38 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 250 | 0,00 | 9 | 0,00 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 76.425 | 1,57 | 2.696 | 6,98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7.368.266 | -5,80 | 259.952 | -0,80 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 127.681 | 39,42 | 4.505 | 46,81 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 7.340 | -10,98 | 259 | -6,52 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 49.152 | 1,42 | 1.734 | 6,84 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 237.853 | -3,39 | 8.391 | 1,75 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 60.234 | 18,63 | 2.125 | 25,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 70.887 | 6,31 | 2.501 | 11,96 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 128.081 | 2,35 | 4.519 | 7,78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 42 | 5,00 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 117.853 | 5,39 | 4.158 | 10,97 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1.193.504 | -24,75 | 42.107 | -20,76 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 11.625 | -8,44 | 410 | -3,53 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 19.602 | 5,30 | 692 | 14,21 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 342.658 | 10,04 | 12.089 | 15,89 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 214.049 | 6,89 | 7.552 | 12,57 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 233.877 | 9,93 | 8.251 | 15,79 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 212.062 | 7.482 |
