Grundlæggende statistik
| Institutionelle ejere | 491 total, 491 long only, 0 short only, 0 long/short - change of 2,71% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3518 % - change of 2,10% MRQ |
| Institutionelle aktier (lange) | 24.416.851 (ex 13D/G) - change of -2,56MM shares -9,49% MRQ |
| Institutionel værdi (lang) | $ 2.102.123 USD ($1000) |
Institutionelt ejerskab og aktionærer
SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF (US:SLYG) har 491 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 24,416,851 aktier. Største aktionærer omfatter LPL Financial LLC, Bank Of America Corp /de/, Financial Engines Advisors L.L.C., Ameriprise Financial Inc, Morgan Stanley, NorthRock Partners, LLC, Diversified Enterprises, LLC, Rodgers & Associates, LTD, Wells Fargo & Company/mn, and HighTower Advisors, LLC .
SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF (ARCA:SLYG) 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 93,83 / share. Previously, on September 13, 2024, the share price was 90,42 / share. This represents an increase of 3,77% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Burney Co/ | 13.969 | -28,99 | 1.240 | -24,08 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 3.205 | 284 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5.137 | -1,98 | 456 | 4,60 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 6.469 | -0,86 | 537 | -9,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2.310 | -14,22 | 205 | -8,07 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 22.163 | -2,12 | 2.010 | 6,92 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2.648 | -16,23 | 235 | -10,31 | ||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 728 | 0,00 | 65 | 6,67 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 16.394 | -26,65 | 1.455 | -21,56 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2.601 | -0,12 | 231 | 6,48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14.186 | 1,66 | 1.259 | 8,72 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 3.652 | -0,79 | 324 | 6,23 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 84.129 | 791,57 | 7.467 | 853,51 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 153.932 | 6,06 | 13.661 | 13,41 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12.799 | -96,03 | 1.136 | -95,76 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 2.805 | 0,00 | 249 | 16,43 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 38.452 | -38,21 | 3.413 | -33,93 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6.383 | 0,00 | 566 | 6,99 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 21.874 | 1,47 | 1.941 | 8,50 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 322 | 0,00 | 29 | 7,69 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5.998 | -4,22 | 532 | 2,50 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 271.280 | -24,70 | 24.076 | -19,48 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 3.401 | 302 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 181 | 3,43 | 16 | 14,29 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 368 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 748 | 285,57 | 66 | 312,50 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 59.895 | -47,43 | 5.316 | -43,80 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3.851 | 4,00 | 342 | 11,07 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 65 | -13,33 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 3.491 | 2.585,38 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5.109 | 14,19 | 453 | 25,48 | ||||
| 2025-08-29 | NP | CGHIX - Timber Point Global Allocations Fund Institutional Class Shares | 5.000 | 0,00 | 444 | 6,75 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3.744 | 0,00 | 332 | 7,10 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 888 | -63,65 | 79 | -61,39 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 16.514 | -8,19 | 1.466 | -1,81 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 3.432 | 305 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8.028 | -60,49 | 713 | -57,77 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 77.469 | 6,09 | 6.875 | 13,45 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 32 | 0,00 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8.169 | 15,72 | 725 | 23,76 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 3.200 | 284 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 635 | 20,95 | 56 | 30,23 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2.265 | -9,15 | 201 | -2,43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 73.934 | 230,48 | 6.562 | 253,50 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 3.299 | 0,18 | 293 | 6,96 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 3.000 | 0,00 | 266 | 6,83 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 77.643 | 16,87 | 6.891 | 24,95 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 7.354 | 16,34 | 653 | 24,43 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 30 | 0,00 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4.030 | -7,53 | 358 | -1,11 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 89.865 | 2,80 | 7.976 | 9,92 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 285.044 | 5,07 | 25.298 | 12,35 | ||||
| 2025-05-09 | 13F | PrairieView Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 34.759 | 1,15 | 3.085 | 8,13 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 4.909 | -8,69 | 436 | -2,47 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 24 | 50,00 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2.673 | -1,07 | 237 | 5,80 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 204.846 | 14,01 | 18.180 | 21,92 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 47.411 | 3,06 | 4.208 | 10,19 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10.046 | 892 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 286.918 | 0,12 | 25.463 | 7,02 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 91 | 8 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | 0,00 | 27 | 8,33 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 26.083 | 32.101,23 | 2.315 | 38.466,67 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 12.936 | -9,15 | 1.148 | -2,79 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 10.160 | 11,73 | 910 | 20,56 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1.597 | 0,00 | 142 | 6,82 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 5.448 | -1,80 | 484 | 5,00 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 62.246 | -2,73 | 5.524 | 4,01 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 128 | -59,62 | 11 | -57,69 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 19.501 | -33,11 | 1.731 | -28,48 | ||||
| 2025-08-01 | 13F | First National Trust Co | 180.109 | 6,41 | 15.985 | 13,78 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 29.029 | 2.576 | ||||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 3.488 | 310 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26.599 | -4,30 | 2.361 | 2,34 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3.649 | 48,88 | 324 | 59,11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8.185 | 18,16 | 726 | 26,48 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 3.801 | 0,00 | 337 | 6,98 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 67.727 | 11,68 | 6.011 | 19,41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 307.958 | 33,55 | 27.331 | 42,80 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 651 | 0,00 | 58 | 5,56 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 2.294 | 204 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 183 | 0,00 | 16 | -5,88 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 2.875 | 0,28 | 255 | 7,59 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 4.580 | 0,00 | 406 | 6,84 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 74.723 | 6.632 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 130.841 | 0,88 | 11.207 | 10,93 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 55.728 | 5,95 | 4.946 | 13,29 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10.930 | -24,95 | 970 | -19,70 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 2.367 | 210 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 13.754 | 30,49 | 1.221 | 39,59 | ||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 33.249 | 68,52 | 2.683 | 44,87 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6.162 | -13,13 | 547 | -7,46 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3.854 | 1,39 | 342 | 8,57 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 2.354 | -11,24 | 209 | -5,45 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 141.086 | -23,82 | 12.521 | -18,54 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 19.065 | 2,82 | 1.692 | 10,01 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8.498 | 754 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 226 | 0,00 | 20 | 11,11 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 2.286 | -7,64 | 203 | -1,46 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2.358 | 209 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 132 | 0,00 | 12 | 10,00 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 113.208 | 12,97 | 10.097 | 21,40 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 43.516 | -5,10 | 3.862 | 1,50 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 116 | 10 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 22.723 | 8,56 | 2.017 | 16,06 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 2.438 | -19,59 | 218 | -13,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 53.019 | 1,93 | 4.705 | 8,99 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15.787 | 0,00 | 1.401 | 6,95 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 50.558 | 4.487 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1.080 | 0,00 | 96 | 6,74 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3.604 | -25,87 | 320 | -20,84 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 64.931 | 11,46 | 5.763 | 19,17 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16.265 | -3,35 | 1.443 | 4,34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 243.460 | -6,73 | 22 | 0,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 528 | 0,19 | 47 | 6,98 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 6.237 | 2,63 | 518 | -5,83 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 21.162 | -0,48 | 1.878 | 6,46 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 9.329 | -10,95 | 828 | -4,83 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1.183 | 105 | ||||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 20 | 2 | ||||||
| 2025-08-11 | 13F | Aviso Wealth Management | 2.610 | 232 | ||||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 32.028 | 550,05 | 2.842 | 596,57 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 19.375 | 9,14 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 220 | 0,00 | 20 | 5,56 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 2.311 | 205 | ||||||
| 2025-04-09 | 13F | Fiduciary Alliance LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 60.301 | 12,24 | 5.352 | 20,00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 32.051 | -14,88 | 2.845 | -8,99 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 256 | 0,39 | 23 | 4,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 164.126 | 11,01 | 14.566 | 18,70 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 48.860 | 24,90 | 4.336 | 33,58 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 4.198 | 2,52 | 373 | 9,73 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 45 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 593 | 1,19 | 53 | 8,33 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 73.280 | 4,82 | 6.644 | 21,84 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 47.248 | 12,74 | 4.193 | 20,56 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 18.007 | -3,53 | 1.495 | -11,39 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4.659 | -48,63 | 429 | -41,85 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2.657 | 0,00 | 236 | 6,82 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.154 | -89,25 | 191 | -88,51 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5.820 | 0,29 | 517 | 7,28 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 193 | 157,33 | 17 | 183,33 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 18.004 | 29,88 | 1.598 | 38,87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 29.335 | 42,26 | 2.603 | 52,13 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 18.571 | -1,96 | 1.648 | 4,83 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1.902 | 3,03 | 169 | 9,80 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 14.200 | 610,00 | 1.260 | 659,04 | |||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3.140 | 30,07 | 279 | 39,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20.375 | 445,08 | 1.808 | 483,23 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 17.732 | -4,59 | 1.574 | 2,01 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 365.093 | 4,30 | 32.402 | 11,53 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4.032 | -10,68 | 358 | -4,55 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 6.216 | 0,55 | 552 | 7,41 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5.600 | 497 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 19.729 | 3,75 | 1.763 | 176.100,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 336 | 30 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 38.500 | -6,56 | 3.417 | -0,12 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 5.444 | 0,24 | 483 | 7,33 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 223 | 0,00 | 20 | 5,56 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8.650 | -10,71 | 768 | -4,60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 130.792 | -4,78 | 11.592 | 2,67 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 0 | 0 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2.768 | 246 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6.868 | 36,92 | 610 | 46,39 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 14.650 | -5,40 | 1.300 | 1,17 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1.184 | 6,19 | 105 | 14,13 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 32.275 | -4,74 | 2.865 | 1,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 228 | 0,00 | 20 | 11,11 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 242 | 21 | ||||||
| 2025-07-28 | 13F | Diversified Investment Strategies, LLC | 6.039 | -1,55 | 536 | 5,11 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 330.107 | 2,08 | 29.297 | 9,15 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 18.483 | 71,06 | 1.640 | 83,04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 83.359 | 5,40 | 7.576 | 15,40 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 50.382 | -4,71 | 4.471 | 1,89 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 100 | 0,00 | 9 | 0,00 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 1.200 | 106 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 40.356 | 3.582 | ||||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 10.037 | 6,07 | 891 | 13,38 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 124.227 | -38,28 | 11.025 | -34,01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 14.042 | -0,47 | 1.246 | 6,50 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 31 | 3 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 17.328 | -3,49 | 1.538 | 3,15 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3.558 | 12,67 | 316 | 20,23 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2.219 | -68,18 | 204 | -63,96 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2.699 | 243 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8.528 | -0,16 | 757 | 6,78 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6.777 | 11,81 | 601 | 19,48 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1.536 | 4,63 | 136 | 12,40 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 3.799 | 337 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 52.395 | 0,61 | 4.650 | 7,59 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 17.689 | 2,88 | 1.596 | 13,93 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 3.857 | 1,66 | 342 | 8,92 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.931 | -2,37 | 260 | 4,42 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 26.568 | -0,70 | 2.358 | 6,17 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 4.076 | 0,00 | 362 | 6,80 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 2.418 | -60,73 | 215 | -58,12 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 16.430 | 9,21 | 1.458 | 16,83 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 2.660 | -40,37 | 236 | -36,22 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 191.830 | -17,85 | 17.025 | -12,15 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 2.988 | 0,07 | 265 | 7,29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 2.288 | 203 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 59.265 | -18,10 | 5.260 | -12,44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 908 | 14,65 | 81 | 23,08 | ||||
| 2025-04-21 | 13F | Aspiriant, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 45.259 | -13,88 | 4.017 | -7,91 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 93.132 | 3,28 | 8.266 | 10,44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 201.466 | 26,03 | 17.880 | 34,76 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 107.602 | -9,85 | 9.550 | -3,60 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4.709 | -10,44 | 418 | -4,36 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 96 | 0,00 | 9 | 14,29 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5.802 | 5,45 | 515 | 12,72 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 74.347 | 4,66 | 6.598 | 11,91 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2.501 | 222 | ||||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 118 | 0,00 | 11 | 11,11 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 235 | 17,50 | 21 | 31,25 | ||||
| 2025-05-14 | 13F | Asset Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 4.880 | 433 | ||||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 7.067 | 0,17 | 641 | 17,65 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 133 | -14,74 | 12 | -8,33 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2.640 | 234 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 93 | 0,00 | 8 | 14,29 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2.169 | 0,28 | 193 | 7,26 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3.869 | 0,10 | 343 | 7,19 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67.598 | -11,54 | 6 | -16,67 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1.780 | 0,00 | 158 | 6,80 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 763 | 68 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 67.564 | 5.997 | ||||||
| 2025-04-22 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 247.628 | 9,36 | 21.977 | 16,93 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 32.207 | 2,57 | 2.858 | 9,67 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 23.117 | -3,52 | 2.052 | 3,17 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 20.509 | 1.820 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 53 | 0,00 | 5 | 0,00 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 8.603 | 0,00 | 764 | 6,86 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 10 | -37,50 | 1 | -100,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1.658 | 147 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 482 | 0,00 | 43 | 5,00 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 96.775 | -7,22 | 8.589 | -0,80 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7.994 | -0,34 | 709 | 6,62 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 304.235 | 19,64 | 27.001 | 27,93 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5.858 | -0,78 | 520 | 5,92 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 27.770 | -18,22 | 2.465 | -12,56 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 28.560 | 215,09 | 3 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 19.792 | 8.775,34 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 100 | 0,00 | 9 | 0,00 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 18.118 | -1,25 | 1.608 | 5,58 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30.162 | -15,09 | 2.677 | -9,23 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 118 | 0,00 | 10 | 11,11 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 20.158 | 42,69 | 1.789 | 40,20 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3.321 | 5,03 | 295 | 12,21 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7.632 | -1,56 | 677 | 5,29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 20 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 18.864 | 21,95 | 1.674 | 30,48 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 2.335 | 207 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 296 | -75,50 | 26 | -74,00 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 59.996 | 28,89 | 5.325 | 26,61 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 212 | 0,00 | 19 | 5,88 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 894 | 1,13 | 79 | 8,22 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4.093 | -98,44 | 363 | -98,34 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 120.797 | -47,37 | 10.721 | -43,72 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 6.122 | 2,29 | 1 | |||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 18.824 | -0,27 | 1.671 | 6,64 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 9.196 | 816 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 3.343 | 7,01 | 297 | 14,29 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13.280 | -0,02 | 1.179 | 6,90 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 80.534 | -35,81 | 7.147 | -31,36 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 835 | 74 | ||||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 82.080 | 62,79 | 7.285 | 74,09 | ||||
| 2025-04-23 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Oak Root LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3.375 | -10,19 | 300 | -3,86 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 716.965 | -1,77 | 63.631 | 5,03 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1.835 | -38,77 | 0 | |||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10.310 | -45,44 | 919 | -41,39 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 9.351 | 0,63 | 830 | 7,52 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10.806 | -18,40 | 897 | -25,08 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9.968 | -29,94 | 885 | -28,01 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3.761 | -4,71 | 334 | 5,05 | ||||
| 2025-08-13 | 13F | ESG Planning | 2.433 | 216 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 24.075 | -8,03 | 2.137 | -1,66 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 14.121 | 0,39 | 1.172 | -11,21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 66.153 | 40,28 | 5.871 | 50,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7.182 | 81,09 | 637 | 93,62 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 28.870 | -5,62 | 2.562 | 0,95 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 296 | 0,00 | 26 | 8,33 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 11.227 | 7,68 | 996 | 15,14 | ||||
| 2025-07-16 | 13F | Jentner Corp | 2.548 | 226 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9.439 | 54,94 | 838 | 65,74 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32.188 | 2,41 | 2.857 | 9,51 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 2.348 | 208 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 69 | 6 | ||||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1.307.624 | 3,16 | 116.052 | 10,31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3.090 | 21,89 | 274 | 30,48 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 14.241 | 14,51 | 1.185 | 14,83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10.044 | -7,05 | 891 | -0,56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20.060 | -4,94 | 1.780 | 1,66 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 14.780 | -7,42 | 1.312 | -1,06 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 171.586 | 4,25 | 15.228 | 11,47 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 3.103 | -26,68 | 275 | -21,65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 188.979 | 58,98 | 17 | 77,78 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 20.967 | 52,39 | 1.861 | 62,87 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 40.890 | 4,51 | 3.629 | 11,73 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 125 | 0,00 | 11 | 10,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13.437 | 3,21 | 1.193 | 10,37 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 17.596 | 1.562 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 51 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 462 | 0,00 | 41 | 7,89 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 38.097 | -6,85 | 3.381 | -0,38 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 113.899 | 19,86 | 10.108 | 28,11 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 26.789 | 4,92 | 2.378 | 12,18 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 300 | 0,00 | 25 | -11,11 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 97.806 | 6,71 | 8.680 | 14,11 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1.347 | 0,00 | 120 | 7,21 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 440 | 0,00 | 37 | -7,69 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 4.981 | -14,80 | 442 | -8,87 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 80 | 0,00 | 7 | 16,67 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 7.030 | -2,86 | 1 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 961 | 0,00 | 85 | 7,59 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 5.107 | 24,74 | 453 | 33,63 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 206.710 | 19,32 | 18.346 | 27,59 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 999.347 | 1,51 | 88.627 | 8,58 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 27.299 | 2.423 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4.871 | -0,55 | 432 | 6,40 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 71.171 | 1,91 | 6.316 | 8,97 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 12.547 | -1,17 | 1.114 | 5,70 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 6.698 | 594 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 139 | 0,00 | 12 | 9,09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4.392 | -19,35 | 390 | -13,94 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 4.138 | 367 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 184 | 0,00 | 16 | 6,67 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 14.012 | 3,69 | 1.244 | 10,88 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 19.806 | 30,38 | 1.758 | 39,44 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 81.009 | -3,76 | 7.190 | 2,91 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 350 | 0,00 | 31 | 6,90 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 67.245 | 107,02 | 5.968 | 121,36 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 246 | 0,00 | 22 | 5,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 787 | -27,60 | 70 | -23,33 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12.907 | 0,59 | 1.146 | 7,61 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 44.847 | 8,80 | 3.980 | 16,34 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 7.064 | -2,50 | 627 | 4,16 | ||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 4.000 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 55.051 | -4,90 | 4.886 | 1,69 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 34.839 | 14,17 | 3.092 | 22,08 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 3.223 | 0,00 | 268 | -8,25 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 3.432 | 305 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 11.136 | -1,43 | 988 | 10,76 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 9.939 | 24,07 | 882 | 32,83 | ||||
| 2025-07-17 | 13F | KWB Wealth | 174.467 | -8,81 | 14.481 | -16,23 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 24.210 | 1,92 | 2.149 | 8,98 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 31.606 | 4,17 | 2.805 | 11,40 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14.700 | 21,88 | 1.305 | 30,27 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4.375 | 2,84 | 388 | 9,92 | ||||
| 2025-07-14 | 13F | Friday Financial | 12.385 | -8,83 | 1.099 | -4,18 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 10.489 | -0,16 | 931 | 6,65 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5.486 | -1,79 | 487 | 4,97 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 4 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 76 | 7 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6.109 | -41,93 | 542 | -37,92 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 128 | 11 | ||||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3.708 | -0,30 | 329 | 6,82 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 5.180 | 0,00 | 460 | 6,99 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3.092 | 24,83 | 274 | 33,66 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9.816 | -1,54 | 871 | 5,32 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 3.324 | 0,24 | 295 | 7,27 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2.396 | 0,17 | 213 | 7,07 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 179.137 | 3,37 | 15.898 | 10,53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17.629 | -3,93 | 1.565 | 2,69 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 6.510 | 3,66 | 578 | 10,75 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 136 | 0,00 | 12 | 9,09 | ||||
| 2025-08-14 | 13F | UBS Group AG | 316.846 | 6,24 | 28.120 | 13,60 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.790 | -0,06 | 159 | 6,76 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 46.189 | 24,33 | 4 | 33,33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 86.082 | 13,25 | 7.800 | 27,39 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 58.039 | 8,79 | 5.151 | 16,33 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 61 | 0,00 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1.822 | 0,00 | 162 | 6,62 | ||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4.031 | 4,48 | 358 | 11,56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6.845 | -2,17 | 607 | 4,66 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 7.975 | -32,10 | 708 | -27,41 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 61.230 | -97,64 | 5.434 | -97,47 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 51.364 | 8,20 | 4.559 | 15,69 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 21.447 | -16,17 | 1.903 | -10,36 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 97 | 0,00 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 21.288 | -5,63 | 1.889 | 0,91 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 140 | 0,00 | 12 | -8,33 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 124.072 | -37,34 | 11.011 | -33,00 | ||||
| 2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1.986 | 0,71 | 176 | -1,12 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 8.080 | -12,02 | 717 | -5,91 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 15.878 | -3,28 | 1.409 | 3,45 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 65.239 | 17,72 | 5.790 | 25,88 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 4.832 | 23,87 | 429 | 32,51 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 65 | 0,00 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 90 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 183 | -72,89 | 16 | -71,43 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26.368 | 8,95 | 2.340 | 16,53 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 2.989 | -3,55 | 265 | 3,11 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 48.721 | 4.324 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 7.460 | 24,15 | 662 | 32,93 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 375.499 | 27,46 | 33.326 | 36,29 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4 | 0,00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 136 | 0,00 | 11 | -8,33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 83 | 1,22 | 7 | 16,67 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 17 | 0,00 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 7.592 | 0,00 | 674 | 6,83 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 8.915 | -10,37 | 791 | -4,12 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 4.735 | -6,88 | 420 | -0,47 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 35.037 | 12,29 | 3.205 | 24,09 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5.153 | -22,02 | 457 | -16,61 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 12 | 0,00 | 1 | |||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 3.569 | 9,51 | 317 | 17,04 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 10.215 | 909 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4.532 | 5,54 | 404 | 13,48 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 222.368 | -0,75 | 19.735 | 6,13 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 19 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 5.095 | 1,51 | 452 | 8,65 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 5.015 | -5,29 | 445 | 1,37 | ||||
| 2025-08-12 | 13F | Prudential Plc | 1.530 | 6,25 | 136 | 13,45 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 54.440 | -2,43 | 4.832 | 4,34 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 12.424 | 0,26 | 1.103 | 8,25 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 30 | -25,00 | 3 | -33,33 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 24 | 0,00 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 23.670 | 2.101 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 910 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 11.392 | 0,30 | 1.011 | 7,32 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 55 | -24,66 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6.344 | 11,32 | 563 | 9,34 | ||||
| 2025-04-25 | 13F | Financial Consulate, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2.823 | -83,44 | 251 | -82,32 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5.621 | -2,26 | 499 | 4,40 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 318.280 | 6,76 | 28.247 | 14,16 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5.549 | -4,11 | 492 | 2,50 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 3.366 | -21,78 | 299 | -16,53 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 32.253 | -3,07 | 2.863 | 3,66 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 204 | 0,00 | 18 | 12,50 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2.586 | -31,31 | 230 | -26,60 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 131.392 | 8,70 | 11.661 | 16,24 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 3.175 | -1,37 | 282 | 5,24 | ||||
| 2025-05-05 | 13F | Horizon Investment Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 476.985 | 5,23 | 42.332 | 12,53 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 3.131 | 7,78 | 278 | 14,94 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 32.965 | 6,56 | 2.926 | 13,95 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 2.442 | -41,06 | 217 | -37,03 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6.416 | 96,21 | 570 | 109,96 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 47.397 | 10,74 | 4.207 | 18,41 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 241.820 | 1,73 | 21.462 | 8,78 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1.658 | 0,00 | 138 | -8,05 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 33.487 | -9,94 | 2.972 | -3,73 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8.524 | -3,14 | 757 | 3,56 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 132.382 | 0,93 | 11.749 | 7,92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 87.400 | 2,74 | 7.757 | 9,86 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 669.084 | 4,69 | 59.381 | 11,94 | ||||
| 2025-07-30 | 13F | Connors Investor Services Inc | 10.255 | -0,44 | 910 | 6,56 | ||||
| 2025-05-02 | 13F | Verdence Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 31.228 | -96,98 | 2.771 | -96,78 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6.039 | 30,15 | 536 | 38,96 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 45.591 | -4,01 | 4.143 | 5,10 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 2.608 | 0,00 | 231 | 6,94 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 104.136 | -1,56 | 9.242 | 5,27 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 3.917 | 4,40 | 348 | 11,58 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 413.898 | 4,10 | 36.733 | 11,31 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 7.386 | -44,77 | 656 | -40,94 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 52.054 | -3,67 | 4.620 | 2,99 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.839.618 | 4,51 | 163.266 | 11,75 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 141 | -34,11 | 13 | -29,41 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 4.556 | 2.611,90 | 404 | 3.007,69 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 6.158 | -0,32 | 547 | 6,64 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 3.284 | -22,42 | 291 | -17,09 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 183 | 0,00 | 16 | 6,67 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 21.371 | 72,58 | 1.897 | 84,62 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 72.713 | 3,03 | 6.453 | 10,18 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 14.492 | -20,51 | 1.286 | -15,00 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 10.908 | -2,40 | 968 | 4,42 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 49.872 | 0,15 | 4.452 | -3,57 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 4.465 | -10,79 | 397 | -4,34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 11.903 | 0,52 | 1.056 | 7,54 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13.847 | 3,33 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 14.180 | -1,21 | 1.258 | 5,63 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 42.421 | 23,15 | 3.765 | 31,69 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 16.517 | -18,82 | 1.489 | -9,04 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 906 | 80 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 9.519 | -5,70 | 845 | 0,84 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 48.759 | 8,44 | 4.327 | 15,94 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1.640 | 146 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 79.176 | -6,81 | 7.027 | -0,35 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 50.663 | -1,50 | 4.496 | 5,32 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 8.647 | 12,20 | 781 | 21,84 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5.729 | 12,91 | 508 | 20,67 | ||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 57.837 | 5.133 | ||||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 4.956 | 0,00 | 440 | 6,81 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 4.100 | 364 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7.394 | -0,67 | 656 | 6,32 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2.400 | 213 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 32 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 62.973 | 58,45 | 6 | 66,67 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5.035 | -0,22 | 447 | 6,70 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8.588 | 52,16 | 762 | 62,82 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 12 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 19.834 | -0,81 | 1.760 | 6,09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.433.162 | 37,15 | 304.693 | 46,65 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 186 | 0,54 | 16 | 6,67 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 56.999 | 8,60 | 5.059 | 16,12 |
