Grundlæggende statistik
| Institutionelle ejere | 316 total, 316 long only, 0 short only, 0 long/short - change of -3,33% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4427 % - change of -12,35% MRQ |
| Institutionelle aktier (lange) | 16.233.429 (ex 13D/G) - change of -4,58MM shares -22,02% MRQ |
| Institutionel værdi (lang) | $ 1.651.087 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF (US:SPGP) har 316 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 16,233,429 aktier. Største aktionærer omfatter Morgan Stanley, LPL Financial LLC, Raymond James Financial Inc, Bank Of America Corp /de/, Northwestern Mutual Wealth Management Co, Fifth Third Bancorp, Commonwealth Equity Services, Llc, Howard Financial Services, Ltd., Wells Fargo & Company/mn, and UBS Group AG .
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF (ARCA:SPGP) 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 11, 2025 is 113,94 / share. Previously, on September 12, 2024, the share price was 100,18 / share. This represents an increase of 13,74% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 449 | -39,49 | 48 | -35,14 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 6.764 | -37,21 | 728 | -32,34 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 2.926 | -3,75 | 315 | 3,96 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 43.704 | 19,42 | 4.707 | 28,76 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1.962 | -11,26 | 211 | -4,09 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5.457 | 1,54 | 588 | 9,51 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 9 | 0,00 | 1 | |||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 6.241 | 0,00 | 672 | 7,87 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6.447 | -8,76 | 694 | -1,56 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 18.036 | 0,24 | 1.942 | 8,07 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 13.647 | 1.470 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5.141 | -5,58 | 554 | 1,65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 103.126 | -34,93 | 11.107 | -29,84 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 315 | 34 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4.471 | -17,26 | 482 | -10,76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5.489 | -6,11 | 591 | 1,37 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 116.570 | -12,27 | 12.555 | -5,40 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 134 | -80,94 | 14 | -80,82 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 8.226 | -8,46 | 886 | -1,34 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 2.164 | -11,96 | 233 | -4,90 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36.193 | -29,39 | 3.898 | -23,87 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 730 | 4,29 | 79 | 13,04 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1.412 | 152 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 95 | 0,00 | 10 | 11,11 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 48.021 | -10,29 | 5.172 | -3,27 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 34.402 | -1,17 | 3.705 | 6,59 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 96 | -3,03 | 10 | 11,11 | ||||
| 2025-04-25 | 13F | Spinnaker Trust | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 7.508 | 8,37 | 809 | 16,93 | ||||
| 2025-04-28 | 13F | Private Trust Co Na | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 346.178 | -2,32 | 37.283 | 5,33 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 4.137 | 38,78 | 446 | 42,63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.241.807 | -12,33 | 241.443 | -5,47 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 263 | 0,00 | 28 | 7,69 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 758 | 0,00 | 82 | 8,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 27.285 | 10,24 | 2.939 | 18,85 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3.573 | -19,03 | 385 | -12,73 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 13.431 | -0,14 | 1.447 | 7,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 30.361 | -58,00 | 3.270 | -54,72 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 134 | -87,87 | 13 | -88,50 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 6.710 | -14,08 | 723 | -7,44 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 112 | 8,74 | 12 | 20,00 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 3.100 | -1,15 | 334 | 6,39 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 2.262 | 86,17 | 243 | 101,67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 178 | -82,95 | 19 | -81,73 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 2.645 | -28,07 | 285 | -22,62 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 143.220 | -37,80 | 15.425 | -32,93 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 2.426 | 5,02 | 261 | 13,48 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.135 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 32.063 | 50,84 | 3.453 | 64,04 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 52.220 | -8,17 | 5.624 | -0,97 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9.010 | -68,19 | 971 | -65,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 914 | -80,17 | 98 | -79,63 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3.337 | 0,18 | 359 | 8,13 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 6.321 | -11,12 | 681 | -4,23 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 4.548 | -36,03 | 490 | -31,13 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 25.038 | -0,10 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14.090 | 0,22 | 1.517 | 8,05 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 180 | 0,00 | 19 | 11,76 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 45.075 | -36,31 | 4.855 | -31,32 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 112.944 | -5,46 | 12.164 | 1,94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 39.718 | 9,96 | 4.278 | 18,57 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3.432 | 0,00 | 370 | 7,89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2.817 | 6,83 | 303 | 15,21 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 8.041 | 859 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 251 | -41,90 | 27 | -37,21 | ||||
| 2025-08-07 | 13F | Nwam Llc | 25.858 | 3,11 | 2.837 | 13,30 | ||||
| 2025-04-18 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4.169 | -13,67 | 449 | -6,85 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 26.452 | -49,11 | 2.849 | -45,14 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 3.461 | -17,58 | 373 | -11,22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 590.258 | -0,47 | 63.571 | 7,32 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5.079 | 40,85 | 463 | 41,59 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 49.588 | -30,64 | 5.377 | -18,80 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 28.742 | -32,20 | 3.058 | -27,78 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9.436 | -9,02 | 1.016 | -2,31 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7.154 | -33,99 | 772 | -28,72 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 96 | 10 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 928 | 0,00 | 100 | 7,61 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 9.026 | 3,97 | 972 | 12,11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.026.478 | -12,26 | 110.552 | -5,39 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 6.084 | 31,04 | 655 | 41,47 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 16.143 | -22,27 | 1.739 | -16,20 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.332 | -27,17 | 143 | -21,43 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 38.759 | 4.174 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 54 | 6 | ||||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1.528 | 97,42 | 165 | 112,99 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 11.403 | -35,76 | 1.228 | -30,74 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 2.830 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2.459 | -1,76 | 265 | 5,60 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9.944 | -33,48 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9.026 | -85,43 | 972 | -84,29 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 817 | 0,25 | 88 | 8,64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47.688 | -20,17 | 5.136 | -13,93 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 2.297 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 16.960 | 0,76 | 1.827 | 8,63 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 90.906 | -0,97 | 9.833 | 7,24 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Integras Partners LLC | 4.169 | 25,91 | 449 | 35,76 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.885 | 0,00 | 311 | 7,64 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 227 | 0,44 | 25 | 20,00 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2.726 | -12,63 | 294 | -5,79 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 17.800 | -6,81 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.120 | 0,00 | 121 | 8,11 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 15.761 | 3,27 | 1.715 | 12,53 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3.116 | 11,48 | 336 | 20,07 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.422.980 | -27,47 | 260.955 | -21,79 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 4.000 | 0,00 | 431 | 7,77 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 71.369 | -1,58 | 7.686 | 6,12 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 199.700 | -19,09 | 21.508 | -12,76 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 2.934 | -51,73 | 316 | -48,11 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 33.446 | 0,71 | 3.602 | 8,62 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 16 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 650 | 56,63 | 70 | 97,14 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10.023 | -5,64 | 1.079 | 1,79 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 8.852 | -2,73 | 953 | 4,96 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 2.390 | -13,47 | 257 | -6,55 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 85.635 | -67,00 | 9.223 | -64,42 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 15.099 | -3,24 | 1.626 | 4,36 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5.201 | -11,89 | 560 | -4,92 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 16.012 | 2,71 | 1.741 | 11,32 | ||||
| 2025-04-23 | 13F | Austin Asset Management Co Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 182.430 | 8,47 | 19.648 | 16,97 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11.833 | 0,00 | 1.274 | 7,87 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 103 | 0,98 | 10 | 0,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 238.144 | -39,19 | 25.648 | -34,43 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 66.748 | -10,09 | 7 | 0,00 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 2.410 | 0,00 | 253 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 47.601 | -45,94 | 5.127 | -41,71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.064 | 0,00 | 222 | 7,77 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 27.216 | -5,18 | 2.931 | 2,27 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3.445 | 18,06 | 371 | 27,15 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6.693 | 2,75 | 721 | 10,77 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 56.595 | -15,89 | 6.095 | -9,30 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 1.961 | -9,21 | 211 | -1,86 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 29.601 | -19,38 | 3.188 | -13,06 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8.636 | 5,51 | 930 | 13,83 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 3.044 | 0,33 | 328 | 7,92 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5.713 | -71,20 | 615 | -68,94 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 14.495 | -28,36 | 1.561 | -22,76 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 600 | 0,00 | 65 | 8,47 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Grange Capital, LLC | 119.837 | -28,12 | 12.906 | -22,50 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2.631 | -93,84 | 283 | -93,36 | ||||
| 2025-07-29 | NP | ORILX - NORTH SQUARE MULTI STRATEGY FUND CLASS A | 19.100 | 0,00 | 1.937 | -3,92 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6.157 | -69,25 | 663 | -66,83 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5.263 | 35,05 | 567 | 45,50 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.818 | -12,97 | 411 | -5,30 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 117.539 | 15,46 | 12.561 | 24,60 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 18.640 | 1,66 | 2.008 | 9,61 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 38 | 0,00 | 4 | 33,33 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 26.815 | -35,72 | 2.888 | -30,70 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 112.584 | 1,91 | 12.125 | 9,89 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 3.414 | 16,12 | 368 | 25,26 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 134.405 | 0,33 | 14.476 | 8,18 | ||||
| 2025-05-09 | 13F | Keeler THomas Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 1.885 | 0 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 10.722 | 3,91 | 1.155 | 12,04 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 375 | 0,00 | 40 | 8,11 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3.724 | -4,05 | 406 | 4,65 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4.529 | 0,29 | 488 | 7,98 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 65.833 | -7,03 | 7.090 | 0,25 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 312 | 0,32 | 34 | 6,45 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 49 | 5 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 28.900 | 3 | ||||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2.700 | 0,00 | 291 | 7,81 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 530 | 0,00 | 57 | 9,62 | ||||
| 2025-05-12 | 13F | Savvy Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 38 | 11,76 | 4 | 33,33 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11.513 | -6,12 | 1.240 | 1,23 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5.087 | -48,35 | 548 | -44,35 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 102.965 | 4,09 | 11.089 | 12,24 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2.093 | 5,81 | 225 | 8,70 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2.130 | 1.477,78 | 229 | 1.661,54 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 2.141 | -15,61 | 231 | -9,09 | ||||
| 2025-04-25 | 13F | Koshinski Asset Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 5.061 | -81,58 | 545 | 15,71 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4.041 | -15,27 | 0 | |||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 162.395 | -15,53 | 17.490 | -8,15 | ||||
| 2025-04-14 | 13F | Financial Designs Corp | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 80.507 | 16,90 | 8.671 | 26,05 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5.280 | 569 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 376 | -66,61 | 38 | -68,64 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 37.384 | -35,80 | 4.026 | -30,78 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 95.846 | -32,51 | 10.443 | -26,37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6.125 | -2,17 | 1 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 60.291 | 6.493 | ||||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 25 | 0,00 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 12.269 | 2,72 | 1.321 | 10,82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 22 | 2 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 6.054 | 11,31 | 660 | 25,76 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 13 | -23,53 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 30 | -98,57 | 3 | -98,56 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 3.064 | -0,62 | 330 | 7,17 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 2.391 | -2,96 | 258 | 4,47 | ||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 18.109 | -16,50 | 1.950 | -9,97 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 237 | 0,00 | 26 | 8,70 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 57.779 | -10,02 | 6.223 | -2,98 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 31.072 | 4,16 | 3.346 | 12,32 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4.800 | -80,49 | 517 | -79,00 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 3.416 | -9,92 | 368 | -2,91 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 6.527 | 0,25 | 703 | 8,00 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 50.432 | 1,77 | 5.432 | 9,74 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 100 | 0,00 | 11 | 11,11 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 67.656 | 1,37 | 7.287 | 9,32 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8.251 | -3,60 | 889 | 3,98 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 215.392 | -26,66 | 23.198 | -20,92 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 8.225 | -27,21 | 886 | -21,54 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 32.689 | 1,27 | 3.521 | 9,18 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 155 | 96,20 | 17 | 128,57 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5.978 | -18,54 | 644 | -12,28 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27.951 | -45,42 | 3.010 | -41,14 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 2.717 | -1,38 | 293 | 6,18 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8.574 | 16,64 | 923 | 25,75 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 2.162 | -66,11 | 233 | -63,58 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 9.723 | -3,30 | 1.047 | 4,28 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9.420 | -4,31 | 1.046 | 10,58 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 6.895 | -12,67 | 743 | -5,84 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 41.356 | -9,91 | 4.454 | -2,86 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 2.281 | 0,00 | 246 | 7,93 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 78 | 0,00 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 16.945 | 1.825 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2.722 | -1,38 | 293 | 6,55 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4.672 | -7,89 | 503 | -0,59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 25.999 | 2.800 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 12.039 | -87,84 | 1.297 | -86,89 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 407 | 0,00 | 44 | 7,50 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 140 | -30,00 | 15 | -21,05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 359.303 | -3,19 | 39 | 2,70 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2.101 | 226 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11.593 | -20,82 | 1.249 | -14,64 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 4.495 | -43,10 | 484 | -38,66 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 37.329 | -42,26 | 4.020 | -37,74 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 109 | 0,00 | 12 | 10,00 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 50.239 | 0,09 | 5.411 | 7,92 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 281 | -58,37 | 30 | -55,22 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 4.773 | -42,37 | 514 | -37,85 | ||||
| 2025-05-05 | 13F | Formidable Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 280 | 0,00 | 30 | 11,11 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4.767 | -16,43 | 513 | -9,84 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 185.634 | 5,84 | 19.993 | 14,12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 267.048 | -54,57 | 28.761 | -51,02 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 40.681 | 1,14 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 203 | -67,42 | 22 | -66,13 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2.004 | -18,70 | 216 | -12,60 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1.396 | 0,00 | 150 | 7,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 121.134 | -58,98 | 13 | -55,17 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 13.880 | -23,54 | 1.495 | -17,60 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2.143 | -30,06 | 231 | -24,59 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 90.073 | -3,74 | 10 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2.349 | 50,10 | 253 | 61,54 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.129.577 | -22,10 | 121.655 | -16,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 128.218 | -23,87 | 13.809 | -17,91 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 2.105 | 0,00 | 227 | 7,62 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 21.408 | 2 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6.764 | 24,09 | 728 | 33,82 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 22.132 | -43,48 | 2.384 | -39,07 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1.935 | 208 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 100 | 0,00 | 11 | 11,11 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 545.151 | -45,95 | 58.713 | -41,72 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 42.434 | 5,03 | 4.570 | 13,26 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2.816 | -98,92 | 303 | -98,89 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 22.267 | -8,11 | 2.398 | -0,91 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 18 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 2.055 | -8,95 | 221 | -1,78 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 505 | -28,17 | 54 | -22,86 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 51 | 5 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6.672 | -39,89 | 719 | -35,20 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3.231 | -37,65 | 348 | -32,88 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 2.252 | 0,36 | 243 | 8,04 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18.300 | 79,03 | 1.971 | 93,14 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 15.606 | -9,79 | 1.681 | -2,72 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 2.346 | 0,00 | 253 | 7,69 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 19.309 | 1,12 | 2.080 | 9,02 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 215 | 23 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 3.230 | 18,32 | 348 | 27,57 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 39.572 | -4,59 | 4.262 | 6,85 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9.984 | -59,62 | 1.088 | -55,97 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5.209 | -24,45 | 561 | -18,46 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 176.789 | -12,46 | 19.046 | -5,61 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 5.459 | 6,29 | 588 | 14,65 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 32.246 | -3,32 | 3.473 | 4,23 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 181.620 | -8,41 | 19.560 | -5,95 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3.575 | 385 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 16.420 | -0,59 | 1.768 | 7,22 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 54.750 | 5,69 | 5.897 | 13,95 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 13.338 | -34,58 | 1.437 | -29,47 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3.969 | -79,24 | 427 | -77,63 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 20.150 | -19,51 | 2.170 | -13,20 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8.253 | -0,79 | 837 | 8,70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 75.002 | 71,65 | 8.078 | 85,08 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.864 | -21,65 | 201 | -15,61 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 11.532 | -5,91 | 1.271 | 10,24 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 800 | -0,62 | 86 | 7,50 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 1.970 | -4,55 | 212 | 2,91 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 1.895 | -10,61 | 204 | -3,32 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 5.000 | -16,30 | 538 | -16,07 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 4.003 | 0,00 | 431 | 8,02 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16.629 | 189,15 | 1.791 | 211,85 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2.364 | -53,31 | 255 | -49,70 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 25.895 | -16,55 | 3 | -33,33 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3.342 | -0,98 | 360 | 6,53 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2.433 | -35,87 | 262 | -30,69 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 7.123 | 0,00 | 767 | 7,88 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 32.471 | -18,66 | 3.497 | -12,27 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12.125 | -6,15 | 1.306 | 1,16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6.063 | -8,58 | 653 | -1,51 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 140.039 | -0,78 | 15.082 | 6,99 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1.619 | -8,99 | 170 | -4,52 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21.732 | -0,68 | 2.341 | 7,09 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2.981 | -7,65 | 321 | -0,31 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 21.778 | 4,60 | 2.346 | 12,79 | ||||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 18.520 | -4,93 | 1.995 | 2,52 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 23.892 | 0,00 | 2.573 | 7,84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 904 | 0,00 | 97 | 7,78 | ||||
| 2025-08-08 | 13F | Creative Planning | 186.454 | -7,11 | 20.081 | 0,16 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 4.996 | 0,00 | 538 | 7,82 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24.096 | 18,58 | 2.595 | 27,90 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 169.103 | 2,29 | 18.212 | 10,30 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 2.682 | -2,51 | 289 | 5,11 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 26 | 0,00 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.810 | 1,84 | 410 | 9,92 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 142.405 | -1,13 | 15.337 | 6,62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6.600 | 4,76 | 711 | 12,88 | |||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 6.587 | -52,07 | 709 | -48,32 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 76.873 | -4,52 | 8 | -99,90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 70.912 | -59,83 | 7.635 | -56,70 |
