Grundlæggende statistik
Institutionelle ejere | 374 total, 374 long only, 0 short only, 0 long/short - change of 4,76% MRQ |
Gennemsnitlig porteføljeallokering | 0.2703 % - change of 10,72% MRQ |
Institutionelle aktier (lange) | 21.957.286 (ex 13D/G) - change of 0,86MM shares 4,05% MRQ |
Institutionel værdi (lang) | $ 1.869.926 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund (US:TDIV) har 374 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 21,957,286 aktier. Største aktionærer omfatter LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Envestnet Asset Management Inc, Royal Bank Of Canada, Ameriprise Financial Inc, and Cetera Investment Advisers .
First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund (NasdaqGM:TDIV) 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 10, 2025 is 98,18 / share. Previously, on September 11, 2024, the share price was 76,89 / share. This represents an increase of 27,69% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel
.
Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-01 | 13F | Park National Corp /oh/ | 294.781 | -3,85 | 26.580 | 17,79 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 2.807 | 0,39 | 207 | -5,94 | ||||
2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 1.640 | -56,50 | 148 | -46,93 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 13.533 | 56,43 | 1 | |||||
2025-07-08 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Founders Financial Securities Llc | 3.517 | 0,00 | 317 | 23,83 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2.602.998 | 9,99 | 234.712 | 34,73 | ||||
2025-07-16 | 13F | ORG Partners LLC | 600 | 0,00 | 54 | 22,73 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 4.795 | 14,88 | 432 | 32,11 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 395.337 | -2,14 | 36 | 20,69 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 4.677 | 422 | ||||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 215 | 19 | ||||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 2.665 | 240 | ||||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 6.430 | 0,00 | 580 | 22,41 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 13.288 | 6,54 | 1.198 | 30,50 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 3.021 | 272 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 301 | 27 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 46.735 | -0,78 | 4.214 | 21,55 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 177.275 | -3,67 | 15.985 | 18,00 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 122.842 | 10,52 | 11.077 | 35,39 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 107.226 | 0,06 | 9.669 | 22,57 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2.779 | 0,00 | 251 | 22,55 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 11.267 | 6,00 | 1.016 | 29,80 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 3.189 | 0,00 | 288 | 22,65 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 853.225 | 36,58 | 76.935 | 67,31 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 31.647 | -1,47 | 2.853 | 20,69 | ||||
2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 17.844 | -6,88 | 1.609 | 14,04 | ||||
2025-05-02 | 13F | Apollon Financial, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.070 | -23,75 | 277 | -12,10 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 245 | 0,00 | 22 | 22,22 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 2.674 | -97,61 | 241 | -97,07 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 52.498 | 29,10 | 4.734 | 58,14 | ||||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 15.447 | 0,34 | 1.393 | 22,86 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10.804 | -11,88 | 974 | 7,98 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 157 | 0,00 | 14 | 27,27 | ||||
2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 5.000 | 0,00 | 451 | 22,28 | ||||
2025-07-18 | 13F | First Pacific Financial | 300 | 27 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 39.458 | -25,19 | 3.558 | -8,37 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 142 | 0,00 | 13 | 20,00 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 263.838 | 2,61 | 23.791 | 25,70 | ||||
2025-07-25 | 13F | Genesee Capital Advisors, LLC | 4.541 | -5,45 | 409 | 15,86 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 15.440 | -1,07 | 1.392 | 21,25 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 303 | 12,22 | 24 | 21,05 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2.225 | 201 | ||||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | FSA Wealth Management LLC | 180 | 0,00 | 16 | 23,08 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 2.463 | 222 | ||||||
2025-08-14 | 13F | Fmr Llc | 11.874 | 11,25 | 1.071 | 36,31 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13.736 | -0,15 | 1.239 | 22,33 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 8.542 | 0,89 | 770 | 23,60 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 3.092 | -17,72 | 279 | 0,72 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75.310 | 0,22 | 6.791 | 22,76 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2.665 | -6,20 | 0 | |||||
2025-05-15 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 1.344 | 39,13 | 121 | 70,42 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 12.315 | -2,43 | 1.110 | 19,48 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 5.460 | 2,96 | 492 | 26,15 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 740 | -1,07 | 67 | 13,79 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 27.746 | -1,40 | 2.502 | 20,76 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 7.648 | -17,19 | 690 | 1,47 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 2.120 | 191 | ||||||
2025-08-13 | 13F | GeoWealth Management, LLC | 4.773 | 7,19 | 430 | 31,50 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 2.865 | 258 | ||||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 19.129 | 26,01 | 1.725 | 54,34 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 4.348 | -7,37 | 396 | 16,47 | ||||
2025-08-13 | 13F | M&t Bank Corp | 6.106 | 0,00 | 717 | 22,15 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 12.213 | 0,08 | 1.101 | 22,61 | ||||
2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 40.878 | -0,77 | 3.686 | 21,54 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 40.793 | -5,72 | 3.678 | 15,52 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 2.917 | 0,10 | 263 | 22,90 | ||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 135.883 | -6,80 | 12.253 | 14,17 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 429.579 | 1,03 | 38.735 | 23,75 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 69.195 | -23,99 | 6.239 | -6,89 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 39.131 | -2,49 | 3.576 | 17,41 | ||||
2025-08-01 | 13F | Reliant Investment Partners, LLC | 13.217 | -1,97 | 1.192 | 20,06 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 65 | 0,00 | 6 | 25,00 | ||||
2025-08-05 | 13F | Key FInancial Inc | 3.510 | 11,71 | 316 | 36,80 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 485 | -5,83 | 44 | 16,22 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 35 | 3 | ||||||
2025-07-15 | 13F | Armis Advisers, LLC | 2.766 | -25,78 | 249 | -9,12 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100.000 | 100,00 | 9.017 | 145,03 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 45.951 | 7,20 | 4.143 | 31,32 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 450 | 0,00 | 41 | 21,21 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12.361 | 0,97 | 1.115 | 23,64 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 6.900 | 9,66 | 622 | 34,34 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 1.047 | -49,81 | 94 | -38,56 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 40.324 | -15,59 | 3.636 | 3,41 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 150 | 0,00 | 14 | 18,18 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 6.422 | 30,29 | 579 | 59,94 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 633 | 57,86 | 57 | 96,55 | ||||
2025-07-25 | 13F | Cwm, Llc | 46.101 | 1,21 | 4 | 33,33 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 29.719 | 2.680 | ||||||
2025-04-22 | 13F | Masso Torrence Wealth Management Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4.161 | -4,21 | 375 | 17,55 | ||||
2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Co / SC | 1.592 | -2,63 | 142 | 18,49 | ||||
2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 3.994 | 0,13 | 360 | 22,87 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 6.307 | 73,51 | 569 | 112,73 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 270.102 | 2,08 | 24.355 | 25,05 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 112.294 | -10,62 | 10.126 | 9,48 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Power Wealth Management Llc | 2.750 | 0,00 | 248 | 22,28 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 419.288 | 690,92 | 37.819 | 872,19 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 60.663 | 2,03 | 5.470 | 25,00 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 15.344 | -2,37 | 1.384 | 19,64 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 1 | 0,00 | 0 | |||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 551 | -8,32 | 50 | 11,36 | ||||
2025-07-15 | 13F | tru Independence LLC | 2.572 | 232 | ||||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 39.634 | -0,84 | 4 | 50,00 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 5.008 | 2,12 | 452 | 24,93 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 9.795 | -1,13 | 883 | 21,12 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 415 | 3,75 | 37 | 48,00 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 913 | 126,55 | 82 | 182,76 | ||||
2025-07-22 | 13F | Private Wealth Group, LLC | 111.415 | 13,93 | 10.046 | 39,57 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 5.887 | -23,91 | 531 | -6,85 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 3.726 | -0,16 | 336 | 22,26 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1.374.875 | -17,24 | 123.972 | 1,38 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3.168 | 0,00 | 286 | 22,32 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 139 | 0,00 | 13 | 20,00 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8.425 | 0,00 | 760 | 22,42 | ||||
2025-08-12 | 13F | Archer Investment Corp | 1.000 | 0,00 | 90 | 23,29 | ||||
2025-04-11 | 13F/A | Private Advisory Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 4.700 | 424 | |||||
2025-07-09 | 13F | Stony Point Wealth Management Inc. | 2.923 | 3,65 | 264 | 27,05 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 284.311 | 457,71 | 25.636 | 583,26 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9.911 | -0,97 | 894 | 21,33 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 812 | 0,00 | 73 | 23,73 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 47.640 | 4 | ||||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 6.814 | 0,53 | 614 | 23,29 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 2.362 | 213 | ||||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3.837 | 23,65 | 346 | 51,75 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 54.226 | -3,37 | 4.890 | 18,38 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 3.227 | 0,00 | 291 | 22,36 | ||||
2025-07-18 | 13F | Truist Financial Corp | 67.973 | -0,07 | 6.129 | 22,43 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 7.407 | -1,32 | 668 | 20,83 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 33.537 | 38,77 | 2.984 | 68,30 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 19.883 | 1,21 | 1.793 | 23,93 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 3.252 | -2,22 | 293 | 20,08 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 49.416 | 2,37 | 4.456 | 25,39 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20.375 | -1,60 | 1.837 | 20,54 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | World Equity Group, Inc. | 25.296 | 7,17 | 2.281 | 31,26 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11.784 | -0,03 | 1.063 | 22,49 | ||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 799 | 15,80 | 72 | 44,00 | ||||
2025-07-09 | 13F | Berkshire Bank | 4.632 | -18,85 | 418 | -0,71 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 20.747 | 0,25 | 1.871 | 22,78 | ||||
2025-08-13 | 13F | Icapital Wealth Llc | 81.511 | 1,31 | 7.350 | 24,10 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 2.264 | 204 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 2.547 | -8,74 | 230 | 11,71 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 775 | 0,00 | 70 | 23,21 | ||||
2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 100 | 0,00 | 7 | 0,00 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 528 | 0,00 | 48 | 23,68 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 2.433 | 219 | ||||||
2025-08-07 | 13F | Apeiron RIA LLC | 19.259 | -13,43 | 1.737 | 6,05 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 20.602 | 4,53 | 1.858 | 27,63 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 37.658 | -1,54 | 3.396 | 20,60 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 3.990 | 0,55 | 360 | 22,95 | ||||
2025-07-16 | 13F | Owen LaRue, LLC | 3.437 | -19,19 | 310 | -1,28 | ||||
2025-07-16 | 13F | American National Bank | 174 | 0,00 | 16 | 25,00 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 4.799 | 5,66 | 433 | 29,34 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 46.371 | -2,03 | 4.181 | 20,01 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 7.375 | -2,63 | 665 | 19,39 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 37.354 | 62,01 | 3.368 | 98,47 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6.645 | 0,00 | 599 | 22,49 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5.638 | 0,00 | 508 | 22,41 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 2.076 | 187 | ||||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 4.419 | 398 | ||||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 25.856 | 7,12 | 2.331 | 31,25 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 3.337 | 0,00 | 301 | 22,45 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 29.450 | -1,09 | 2.656 | 21,18 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 28.278 | -2,05 | 3 | 0,00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 42.904 | 12,80 | 3.961 | 41,48 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 2.447 | 221 | ||||||
2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-08 | 13F | Creative Planning | 278.181 | -0,62 | 25.084 | 21,74 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 14.034 | 0,72 | 1.265 | 23,41 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 353.820 | 24,69 | 31.904 | 52,74 | ||||
2025-07-28 | 13F | Aries Wealth Management | 4.975 | 0,00 | 449 | 22,40 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 722 | 0,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 10.000 | 49,25 | 902 | 82,76 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 84 | 0,00 | 8 | 16,67 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 48.688 | -4,37 | 4.390 | 17,16 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 5.700 | 0,00 | 514 | 22,43 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 72.336 | 10,10 | 7 | 50,00 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 9.212 | 6,42 | 831 | 30,30 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 751 | 68 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 9.014 | 3.107,83 | 813 | 3.960,00 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4.064 | 0,35 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 139.404 | 2,34 | 12.570 | 25,37 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 52.839 | -11,84 | 4.764 | 8,00 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 894 | 0,00 | 81 | 23,08 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 10.530 | 0,00 | 775 | 0,00 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 27.046 | 2.439 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 100 | 9 | ||||||
2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 4.859 | -96,13 | 348 | -96,48 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 15.006 | 0,00 | 1.353 | 22,22 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 4.253 | 0,00 | 390 | 33,68 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 2.400 | 25,98 | 216 | 54,29 | ||||
2025-07-31 | 13F/A | Avion Wealth | 100 | 0 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 125.641 | -3,74 | 9.248 | -9,70 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 57.111 | -6,36 | 5.150 | 14,70 | ||||
2025-08-15 | 13F | Morgan Stanley | 1.948.052 | -1,40 | 175.656 | 20,78 | ||||
2025-08-11 | 13F | Citigroup Inc | 1.892 | -12,65 | 171 | 6,92 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 428 | -97,52 | 39 | -97,00 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 11.761 | -44,78 | 1.060 | -32,35 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.061 | 3,99 | 456 | 27,37 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 2.518 | 0,04 | 0 | |||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 182.749 | -46,72 | 16.478 | -34,73 | ||||
2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 12.827 | -20,29 | 1.157 | -2,36 | ||||
2025-07-18 | 13F | Access Financial Services, Inc. | 4.706 | 0,00 | 424 | 22,54 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 10.981 | -7,82 | 990 | 13,01 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 54.400 | 2,31 | 4.905 | 25,32 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 540 | 49 | ||||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 7.350 | 0,00 | 663 | 22,37 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 7.060 | 0,00 | 637 | 22,54 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 20.082 | 20,06 | 1.811 | 47,03 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5.462 | -14,82 | 493 | 4,46 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 81.312 | 2.146,81 | 7.332 | 2.490,46 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 25.750 | -7,47 | 2.322 | 13,33 | ||||
2025-07-16 | 13F | Novem Group | 3.911 | 353 | ||||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 2.731 | 0,00 | 246 | 22,39 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 260 | 23 | ||||||
2025-08-05 | 13F | Northcape Wealth Management, Llc | 3.908 | -11,38 | 352 | 8,64 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14.998 | -3,13 | 1.352 | 18,70 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 24.846 | 2,63 | 2.240 | 25,70 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 44.751 | 9,53 | 4.035 | 34,19 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 14.600 | 78,18 | 1.321 | 118,91 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 2.375 | -24,12 | 214 | -6,96 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 6.720 | 0,00 | 606 | 22,47 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 6.886 | 59,92 | 621 | 96,20 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 2.400 | 216 | ||||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1.806 | 0,00 | 163 | 22,73 | ||||
2025-08-14 | 13F | Comerica Bank | 18.961 | -2,46 | 1.710 | 19,51 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Quantum Private Wealth, LLC | 7.132 | 0,00 | 643 | 22,71 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 36 | 0,00 | 3 | 50,00 | ||||
2025-07-31 | 13F | Pacitti Group Inc. | 41.595 | 6,04 | 3.751 | 29,89 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 13.259 | 0,58 | 1.196 | 23,20 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 170 | 0,00 | 15 | 25,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 360.819 | 4,57 | 32.400 | 27,54 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 161.028 | 2,57 | 15 | 27,27 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 3.392 | 2,73 | 306 | 25,51 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 15 | 25,00 | 1 | |||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 3.911 | 5,36 | 353 | 28,94 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 5.213 | 0,00 | 470 | 22,72 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 40.017 | -4,31 | 3.608 | 17,22 | ||||
2025-08-07 | 13F | Summit X, LLC | 24.442 | 2.204 | ||||||
2025-07-08 | 13F | Ballew Advisors, Inc | 31.303 | -0,18 | 2.890 | 32,52 | ||||
2025-08-06 | 13F | LeClair Wealth Partners LLC | 18.132 | -1,79 | 1.635 | 20,24 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 142.788 | -8,10 | 13.099 | 14,53 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-01 | 13F | Private Client Services, Llc | 6.049 | -0,88 | 545 | 21,38 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 10.368 | 7,05 | 935 | 31,18 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 2.959 | 0,00 | 267 | 22,58 | ||||
2025-07-09 | 13F | Clarus Wealth Advisors | 8.010 | -11,11 | 737 | 14,11 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 3.692 | -66,75 | 333 | -57,09 | ||||
2025-08-11 | 13F | Platform Technology Partners | 2.871 | 0,03 | 259 | 22,27 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4.673 | 0,15 | 421 | 22,74 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 3.279 | 9,30 | 296 | 34,09 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 24.003 | 1,06 | 2.164 | 23,80 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 70.377 | -38,43 | 6.346 | -24,58 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 7.747 | 699 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 6.480 | 10,69 | 586 | 36,28 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 1 | 0,00 | 0 | |||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 500 | 0,00 | 45 | 25,00 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 2.195 | 202 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 132.965 | 7,49 | 11.989 | 31,67 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 6.156 | 13,45 | 555 | 39,10 | ||||
2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 5.000 | 368 | ||||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 32.195 | 2,35 | 2.903 | 25,40 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 41 | 0,00 | 4 | 0,00 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 1.134 | 0,00 | 102 | 22,89 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 9.619 | 11,52 | 867 | 36,75 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 2.423 | 218 | ||||||
2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 2.076 | -75,75 | 187 | -72,13 | ||||
2025-05-13 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 6.086 | 0,16 | 549 | 22,60 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 87.906 | -8,29 | 88 | -8,42 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 18.344 | 0,01 | 1.689 | 32,47 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 6.821 | 12,50 | 615 | 37,89 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 209.710 | 0,62 | 18.910 | 23,27 | ||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 12.906 | 29,59 | 1.164 | 58,66 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3.040 | 0,00 | 274 | 22,87 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 100.897 | -4,98 | 9.098 | 16,39 | ||||
2025-07-30 | 13F | Whittier Trust Co | 633 | 0,32 | 57 | 23,91 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.116 | 0,36 | 101 | 23,46 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 12 | 0,00 | 1 | |||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 65.408 | 2,94 | 5.898 | 26,09 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 482 | -3,79 | 43 | 19,44 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 4.087 | -2,04 | 368 | 19,87 | ||||
2025-07-24 | 13F | Blair William & Co/il | 2.175 | 0,00 | 196 | 22,50 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 6.665 | -6,87 | 608 | 26,99 | ||||
2025-08-14 | 13F | Barometer Capital Management Inc. | 5.400 | 487 | ||||||
2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 4.435 | -11,55 | 400 | 8,13 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 2.521 | 227 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 600 | 0,00 | 54 | 22,73 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 2.621 | 236 | ||||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 115 | -31,14 | 10 | -16,67 | ||||
2025-08-04 | 13F | Spire Wealth Management | 999 | 3,42 | 90 | 26,76 | ||||
2025-09-10 | 13F | WT Wealth Management | 2.450 | 221 | ||||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 19.655 | 21,12 | 2 | 0,00 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 10.368 | -20,40 | 935 | -2,51 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7.376 | 1 | ||||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.328 | 0,00 | 120 | 22,68 | ||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 34.640 | 2,59 | 3.123 | 25,67 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 22.272 | -1,46 | 2.008 | 20,75 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1.375.096 | -1,24 | 123.992 | 20,98 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 210.875 | 3,17 | 19 | 26,67 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 11.806 | 40,82 | 1 | |||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 5.159 | -13,10 | 465 | 6,41 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 41.593 | -5,58 | 3.750 | 15,67 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2.650 | 239 | ||||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 2 | 0,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 1.103.545 | 1,33 | 99.507 | 24,12 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 3.664 | -12,78 | 330 | 6,80 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1.874 | -25,28 | 169 | -8,70 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 5.295 | 477 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 46.499 | 0,03 | 4.193 | 22,50 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 54.249 | -14,30 | 4.892 | 4,98 | ||||
2025-08-21 | 13F | Pathway Financial Advisers, LLC | 5.359 | -1,34 | 483 | 21,05 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 7.136 | 58,12 | 643 | 93,67 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.629 | 21,03 | 147 | 47,47 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1.386.401 | 17,08 | 125.012 | 43,42 | ||||
2025-08-12 | 13F | Argent Trust Co | 3.144 | 3,29 | 283 | 26,34 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 12.518 | 37,30 | 1.129 | 68,11 | ||||
2025-08-04 | 13F | Atria Investments Llc | 43.027 | -2,67 | 3.880 | 19,21 | ||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11.462 | -85,20 | 1.046 | -81,65 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 706 | -33,77 | 64 | -19,23 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 20.127 | -9,38 | 1.824 | 11,57 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 355 | 0,00 | 32 | 23,08 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 35 | 0,00 | 3 | 50,00 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7.000 | -0,44 | 631 | 22,05 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 5.320 | 6,49 | 480 | 30,52 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 72.564 | 8,43 | 6.543 | 32,83 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 8.243 | 56,18 | 743 | 91,49 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 385 | 35 | ||||||
2025-07-02 | 13F | HBW Advisory Services LLC | 5.131 | 3,36 | 463 | 26,58 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 52.637 | 20,37 | 4.746 | 47,48 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1.804 | 0,11 | 163 | 24,62 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17.775 | -15,60 | 1.603 | 3,35 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6.189 | 3,62 | 558 | 27,11 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18.070 | -13,88 | 1.629 | 5,51 | ||||
2025-08-12 | 13F | MAI Capital Management | 8.068 | -0,71 | 728 | 21,57 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11.161 | 6,58 | 1 | |||||
2025-08-11 | 13F | United Advisor Group, LLC | 5.251 | 8,00 | 473 | 32,49 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 45.409 | -5,19 | 4.095 | 16,14 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1.272 | -2,90 | 115 | 18,75 | ||||
2025-08-14 | 13F | Colony Group, LLC | 11.085 | 0,03 | 1.000 | 22,58 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 39.160 | 0,18 | 3.531 | 22,73 | ||||
2025-05-02 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 9.379 | -0,70 | 846 | 21,58 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 30.993 | 4,51 | 2.795 | 28,05 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 1.477 | 84,62 | 133 | 129,31 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 15.159 | 132,64 | 1.367 | 185,18 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 550.723 | 13,17 | 49.658 | 38,62 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 21.807 | 1,96 | 1.966 | 17,16 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 65.082 | 41,44 | 5.868 | 73,25 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Martin Worley Group | 2.915 | 263 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 159.187 | 7,22 | 14.354 | 31,34 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 2.477 | 223 | ||||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 6.839 | 3,00 | 617 | 26,23 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 140 | 0,00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 449.859 | 3,48 | 40.570 | 26,77 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 16.939 | -25,03 | 1.247 | -29,68 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 877 | -95,68 | 79 | -94,73 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 13.752 | -8,42 | 1.240 | 12,22 | ||||
2025-04-30 | 13F | Harbour Investment Management Llc | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17.194 | -3,77 | 1.550 | 17,87 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 19.270 | 1,51 | 1.738 | 24,34 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 500 | 0,00 | 0 | |||||
2025-08-07 | 13F | PFG Advisors | 11.543 | -32,33 | 1.041 | -17,13 | ||||
2025-08-08 | 13F | Biondo Investment Advisors, LLC | 23.514 | 2,38 | 2.120 | 25,44 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 5.182 | 468 | ||||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 35.438 | 97,80 | 3.195 | 142,41 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 238 | 0,00 | 21 | 23,53 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 3.225 | 4,88 | 237 | -3,66 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 35.708 | -0,87 | 3.220 | 21,79 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 37.509 | -3,90 | 3.382 | 17,72 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 7.922 | -13,08 | 714 | 6,57 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 6.332 | 0,62 | 571 | 23,11 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 5.595 | -19,47 | 504 | -1,37 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1.895 | 0,00 | 171 | 22,30 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 3.477 | 16,83 | 314 | 42,92 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1.253 | 0,24 | 113 | 24,18 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 17.868 | -2,59 | 1.611 | 19,33 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 849 | 0,35 | 77 | 22,58 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 27.296 | -32,62 | 2.429 | -17,83 | ||||
2025-07-16 | 13F | Ayalon Holdings Ltd. | 30.589 | 0,00 | 3 | 0,00 | ||||
2025-07-23 | 13F | Bennett Associates Wealth Management | 21.213 | -13,84 | 1.913 | 5,52 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 993 | 0,00 | 90 | 21,92 |
Other Listings
MX:TDIV |