Grundlæggende statistik
| Institutionelle ejere | 346 total, 346 long only, 0 short only, 0 long/short - change of -4,16% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6745 % - change of -6,85% MRQ |
| Institutionelle aktier (lange) | 83.287.905 (ex 13D/G) - change of 7,11MM shares 9,33% MRQ |
| Institutionel værdi (lang) | $ 3.129.430 USD ($1000) |
Institutionelt ejerskab og aktionærer
SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF (US:TOTL) har 346 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 83,287,905 aktier. Største aktionærer omfatter Fmr Llc, FPCIX - Strategic Advisers Core Income Fund, Morgan Stanley, Signature Estate & Investment Advisors Llc, Envestnet Asset Management Inc, Cwm, Llc, LPL Financial LLC, Wealth Enhancement Advisory Services, Llc, Tectonic Advisors Llc, and Bank Of America Corp /de/ .
SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF (ARCA:TOTL) 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 40,67 / share. Previously, on September 16, 2024, the share price was 41,68 / share. This represents a decline of 2,42% 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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1.547 | 0,00 | 62 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 668 | -92,38 | 27 | -92,63 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 59.818 | 75,53 | 2.399 | 76,92 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 334.622 | 16,15 | 13.422 | 15,63 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 721.102 | -1,70 | 29 | -3,45 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 37.004 | -5,76 | 1.484 | -6,19 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 85 | 0,00 | 3 | 0,00 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 66.467 | -3,74 | 2.653 | -4,40 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 116.656 | 8,78 | 4.659 | 8,30 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 16.445 | 139,51 | 1 | |||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 30.890 | 1,96 | 1.239 | 1,48 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 68 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 36.126 | -8,01 | 1.449 | -8,41 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 11.528 | 6,26 | 462 | 5,72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 470.400 | 2,25 | 18.868 | 1,79 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 822 | 0,00 | 33 | -3,03 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 151.661 | -57,18 | 6.083 | -57,37 | ||||
| 2025-07-18 | 13F | Vicus Capital | 287.942 | 3,52 | 11.549 | 3,05 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 334.266 | -8,45 | 13.407 | -8,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.196.045 | 4,60 | 128.193 | 4,13 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4.780 | 192 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.142.734 | 1,67 | 85.945 | 1,21 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 10.758 | 0,96 | 432 | 0,47 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45.039 | 8,29 | 1.806 | 7,82 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-09 | 13F | Hummer Financial Advisory Services Inc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1.066.818 | 159,52 | 42.790 | 158,36 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 12.690 | -3,50 | 509 | -3,78 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5.274 | 212 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 75.000 | -16,67 | 3.008 | -17,04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6.000 | 4,77 | 241 | 4,35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3.372.540 | 14,78 | 135 | 14,41 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10.550 | 0,28 | 423 | 0,00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 3.740 | 0,00 | 150 | 0,00 | ||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 795.632 | 23,41 | 31.610 | 21,46 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 49.777 | -92,59 | 2 | -96,15 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4.514 | -3,32 | 181 | -3,72 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 160.502 | 47,64 | 6.438 | 46,96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 976.994 | 2,37 | 39.188 | 1,91 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 87.737 | -4,48 | 3.508 | -5,06 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 281.691 | 16,01 | 11.299 | 15,50 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 114.737 | -2,23 | 4.602 | 114.950,00 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 4.982 | -23,13 | 0 | |||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 13.375 | 0,00 | 536 | -0,37 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20.806 | -10,37 | 835 | -10,52 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22.846 | 1 | ||||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 169.644 | 0,40 | 6.804 | -0,06 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 59.517 | 9,37 | 2.387 | 8,90 | ||||
| 2025-05-05 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 1.603 | 0,00 | 64 | 0,00 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 40.875 | 1,81 | 1.639 | 1,36 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 9.284 | -40,67 | 372 | -40,95 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 404 | 0,00 | 16 | 0,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 250 | 1,21 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 7.413 | -3,90 | 297 | -4,19 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Reston Wealth Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-01 | 13F | Auour Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 121.684 | 3,73 | 4.881 | 3,26 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 893.262 | -1,95 | 35.829 | -2,39 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 28 | -99,25 | 1 | -99,33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 78.670 | 18,29 | 3.155 | 17,77 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 6.076 | 0,00 | 244 | -0,41 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 104.146 | 4.177 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 131.414 | 41,02 | 5.271 | 40,41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12.803 | 9,83 | 514 | 9,38 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 5.811 | 0,00 | 233 | -0,43 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 261 | -9,38 | 10 | -9,09 | ||||
| 2025-08-11 | 13F | Eq Llc | 14.506 | -28,50 | 582 | -28,89 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8.114 | -82,03 | 325 | -82,13 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5.497 | -6,39 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 467 | 0,00 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5.847 | 235 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 230.540 | 13,55 | 9.247 | 13,03 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 53.234 | 5,11 | 2.135 | 4,66 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 69.915 | -50,66 | 2.783 | -51,25 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 4.800 | 0,00 | 193 | -0,52 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 397.767 | 7,65 | 15.954 | 7,17 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 13.969 | -47,95 | 560 | -48,20 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 19.465 | -8,27 | 777 | -7,83 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 179 | 0,00 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 151.732 | -0,91 | 6.086 | -1,36 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 65.148 | -16,63 | 2.613 | -16,99 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 100.626 | 5,14 | 4.054 | 7,56 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 33.319 | 31,70 | 1.336 | 31,11 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 10.521 | -6,49 | 422 | -7,06 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12.891 | 0,02 | 517 | -0,39 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 24.010 | 0,00 | 963 | -0,41 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9.737 | 0,17 | 390 | -0,26 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 203.592 | 2,74 | 8.166 | 2,29 | ||||
| 2025-04-15 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 796.280 | 31.939 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 795 | 0,00 | 32 | -3,12 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10.732 | 24,99 | 430 | 24,64 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 46.442 | 1,60 | 1.863 | 1,14 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 7.966 | 10,98 | 320 | 10,76 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 28 | 0,00 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1.385 | 0,22 | 55 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 244.264 | 3,30 | 9.797 | 2,84 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 7.970 | -2,23 | 316 | -2,17 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 14.098 | 8,05 | 565 | 7,62 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 39.888 | -3,18 | 1.600 | -3,62 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 118.292 | 116,00 | 4.745 | 115,05 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 102.426 | 26,38 | 4.108 | 25,82 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 921 | -14,17 | 37 | -16,28 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 8.271 | 53,74 | 332 | 53,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 108.622 | 0,46 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 24.526 | -4,33 | 984 | -4,75 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 150.129 | 0,37 | 6.022 | -0,08 | ||||
| 2025-07-30 | NP | FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10.668.758 | 70,63 | 423.870 | 67,93 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19.445 | 3,98 | 780 | 3,45 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 25.362 | 104,02 | 1.017 | 103,40 | ||||
| 2025-05-01 | 13F | New England Professional Planning Group Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 36.837 | -4,19 | 1.478 | -4,65 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.572.014 | 2,08 | 63.053 | 1,63 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 269.259 | -0,73 | 10.800 | -1,18 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3.571.048 | -0,16 | 143.235 | -0,61 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 82.690 | -4,62 | 3.317 | -5,07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 43.471 | -5,74 | 1.744 | -6,19 | ||||
| 2025-04-14 | 13F | Priebe Wealth Holdings LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 11.145 | -6,58 | 447 | -6,87 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 37.157 | 24,76 | 1.490 | 24,48 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8.780 | 10,51 | 352 | 10,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 21.798 | -38,26 | 1 | -100,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 14 | -50,00 | 1 | -100,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 69.947 | 40,37 | 3 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 66.608 | 5,88 | 2.672 | 5,41 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 13.924 | -0,32 | 558 | -0,71 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7.334 | -0,72 | 294 | -1,01 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 90.098 | 44,23 | 3.614 | 43,60 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 14.878 | -6,55 | 597 | -7,02 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 662.080 | 0,28 | 26.556 | -0,17 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 6.700 | 0,00 | 269 | -0,37 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 21.036 | 1,14 | 844 | 0,72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 611.658 | 5,34 | 24.534 | 4,87 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 311.427 | -2,78 | 12.491 | -3,21 | ||||
| 2025-08-08 | 13F | Creative Planning | 16.225 | -18,65 | 651 | -19,05 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 977.509 | 0,99 | 39.149 | 1,78 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.438.182 | -3,73 | 96.991 | -4,95 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 175.826 | 11,23 | 7.052 | 10,72 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5.293.089 | -22,08 | 212.306 | -22,43 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14.032 | 3,21 | 563 | 2,93 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 23.791 | 4,65 | 954 | 4,26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.847.501 | 0,99 | 74.109 | 0,55 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2.864 | 1,27 | 115 | 0,88 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 374.053 | -0,43 | 15.003 | -0,87 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 6.531 | 11,95 | 261 | 11,11 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 27.677 | 20,50 | 1.110 | 20,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 36.836 | 12,56 | 1.478 | 12,06 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 67.671 | 16,35 | 3 | 0,00 | ||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 80.077 | 8,21 | 3.212 | 7,72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 420.775 | 22,96 | 17 | 23,08 | ||||
| 2025-05-09 | 13F | Drucker Wealth 3.0, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 533.103 | 1,15 | 21.383 | 0,70 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15.655 | 3,86 | 628 | 3,29 | ||||
| 2025-04-30 | 13F | Ntv Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 186 | 7 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 20.435 | 1 | ||||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 5.039 | 0,68 | 202 | 0,50 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8.369 | 336 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 11.863 | -5,80 | 476 | -6,31 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 20.524 | -1,68 | 823 | -2,14 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 87.473 | -19,12 | 3.509 | -19,49 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 69.583 | 2,03 | 2.769 | 2,56 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8.121 | -5,06 | 326 | -5,52 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.924 | 39,20 | 157 | 38,94 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 514.531 | 111,61 | 20.638 | 110,67 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1.390 | -1,63 | 56 | -1,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 245.274 | 56,82 | 9.838 | 56,12 | ||||
| 2025-04-22 | 13F | Weaver Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 699.607 | -6,52 | 27.944 | -7,33 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 153 | 0,00 | 6 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 15.767 | 17,85 | 632 | 17,25 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 15.564 | -13,10 | 624 | -13,45 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 39 | 2 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 335.708 | -8,82 | 13.391 | -8,84 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17.663 | 0,18 | 708 | -0,28 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 10.399 | 417 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 7.363 | 0,00 | 295 | -0,34 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7.718 | 2,42 | 310 | 1,97 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 490.991 | 1,15 | 19.694 | 0,70 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 31.325 | -0,55 | 1.256 | -1,02 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30.211 | -13,65 | 1.212 | -14,05 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 103.325 | 3,53 | 4.163 | 5,88 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 175.938 | 25,80 | 7.057 | 28,10 | ||||
| 2025-08-14 | 13F | Comerica Bank | 37.580 | -4,42 | 1.507 | -4,86 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 262.438 | -4,85 | 10.526 | -5,27 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 351.017 | 8,22 | 14.079 | 7,74 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1.401.888 | 0,42 | 56.230 | -0,03 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4.851 | 3,26 | 195 | 2,65 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 5.911 | -20,95 | 237 | -21,26 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 26.656 | -2,29 | 1.069 | -2,73 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 6.722 | 270 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5.113 | -1,81 | 205 | -1,91 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3.077 | 0,79 | 123 | 0,00 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 5.773 | 232 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 144.418 | -6,46 | 5.793 | -6,88 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 979 | 0,00 | 39 | 0,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1.963 | 456,09 | 79 | 457,14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 112.193 | 20,17 | 4.500 | 19,65 | ||||
| 2025-07-28 | 13F | Dock Street Asset Management Inc | 5.585 | 0,00 | 224 | -0,44 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13.428 | -23,68 | 539 | -24,01 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 17.706 | 0,00 | 710 | -0,42 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 66 | 0,00 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 10.919 | -1,32 | 438 | -1,80 | ||||
| 2025-04-22 | 13F | Center For Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 370 | 0,00 | 15 | 0,00 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 26.320 | 1.048 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 17.540 | 8,59 | 704 | 8,15 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7.660 | -52,05 | 311 | -52,67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21.770 | 20,30 | 873 | 19,75 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.044 | 82 | ||||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 96.295 | -0,53 | 3.862 | -0,97 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 12.787 | 0,00 | 513 | 1,79 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 7.879 | -15,58 | 316 | -15,96 | ||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 8.731 | -68,89 | 350 | -69,03 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 102.307 | -0,42 | 4.104 | -0,87 | ||||
| 2025-07-31 | 13F | United Community Bank | 33.447 | 0,72 | 1.342 | 0,30 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 16.704 | 0,00 | 670 | -0,59 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 113.826 | -11,36 | 4.586 | -9,33 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 112.315 | -1,33 | 4.505 | -1,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 91.493 | 3.670 | ||||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 526.422 | 2,27 | 21.115 | 1,81 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 17.002 | 2,26 | 682 | 1,79 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1.171 | 0,00 | 47 | -2,13 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 125.107 | 7,09 | 5.018 | 6,61 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1.306 | 52 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 42.894 | 5,42 | 1.721 | 4,94 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 77.748 | 49,54 | 3.108 | 48,64 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7.386 | 0,37 | 296 | 0,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 6.547 | 0,00 | 263 | -0,38 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 89.744 | 0,00 | 3.600 | -0,44 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 256 | -27,48 | 0 | -100,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 14.881 | -2,79 | 597 | -3,25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4.058 | 0,82 | 163 | 1,25 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 63.975 | 2,96 | 2.566 | 2,52 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 176.812 | 16,46 | 7.092 | 15,92 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 8.280 | 0,00 | 331 | -0,60 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 126 | 1,61 | 5 | 25,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 61.559 | 0,01 | 2.469 | -0,40 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 175.378 | -1,59 | 7.034 | -2,03 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 29.611 | 10,64 | 1.188 | 10,11 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35.387 | 44,24 | 1.419 | 43,62 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 4.798 | -5,98 | 192 | -6,34 | ||||
| 2025-07-17 | 13F | KWB Wealth | 348.119 | 33,42 | 14.026 | 36,47 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7.209 | -3,12 | 289 | -3,34 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 5.603 | -6,49 | 225 | -7,05 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 18.232 | -3,63 | 1 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8.725 | 0,00 | 350 | -0,57 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 24.603 | -2,22 | 987 | -2,67 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 399.379 | 10,32 | 16.019 | 9,83 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 34.061 | -27,54 | 1.351 | -28,63 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 111.377 | 4.467 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1.532 | 1,26 | 61 | 1,67 | ||||
| 2025-07-24 | 13F | Eastern Bank | 15.673 | -80,00 | 629 | -80,11 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 10.909 | 22,71 | 438 | 22,07 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 12.022 | 3,03 | 482 | 2,55 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 114.503 | 66,12 | 4.593 | 65,36 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 177 | 0,00 | 7 | 0,00 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 560.026 | 2,77 | 22.463 | 2,30 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2.646 | 1,69 | 106 | 1,92 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 203.638 | -4,22 | 8.101 | -3,47 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 6.310 | 2,32 | 253 | 2,02 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5.123 | -33,59 | 206 | -33,87 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 6.365 | 0,00 | 255 | -0,39 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 9.482 | 16,26 | 380 | 15,85 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 8.941 | -6,55 | 359 | -7,01 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 118 | -4,84 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 80.173 | -6,86 | 3.216 | -7,30 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 265 | 0,00 | 11 | 0,00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 636.851 | -16,13 | 25.544 | -16,51 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 7.311 | -0,33 | 293 | -0,68 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 14.912 | 10,30 | 595 | 9,38 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 56.380 | -16,68 | 2.261 | -17,06 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 191.509 | 21,00 | 7.681 | 20,47 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 4.843 | -21,96 | 264 | 6,91 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 31.675 | 0,00 | 1.270 | -0,47 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 535 | 0,00 | 21 | 0,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5.072 | 203 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 46.037 | -10,31 | 1.847 | -10,74 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 187.083 | -2,42 | 7.492 | -1,45 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1.050 | 0,00 | 42 | 0,00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 4.239 | 13,22 | 170 | 13,33 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 100.543 | 133,77 | 4.033 | 132,79 | ||||
| 2025-08-27 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 147.225 | 0,00 | 5.905 | -0,44 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 8.857 | -4,80 | 355 | -5,08 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11.448 | 1,49 | 459 | 1,10 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 215.515 | 0,25 | 8.644 | 1,02 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2.437 | 49,97 | 98 | 49,23 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 12.784 | 29,76 | 513 | 29,29 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 378.330 | 1,66 | 15.175 | 1,21 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5.878 | 2,65 | 236 | 2,17 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 7.513 | -1,31 | 301 | -1,63 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 27.397 | -7,16 | 1.099 | -7,65 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 821.760 | 11,98 | 32.690 | 11,51 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 120.390 | -12,38 | 4.829 | -12,79 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 28.726 | -10,57 | 1.152 | -10,97 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 4.464 | 0,68 | 179 | 0,56 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1.471.668 | -40,56 | 59.029 | -40,82 | ||||
| 2025-07-18 | 13F | Deltec Asset Management Llc | 5.400 | 0,00 | 217 | -0,46 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 38.368 | -11,09 | 1.539 | -11,51 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5.375 | -11,96 | 216 | -12,60 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 19.373 | 8,05 | 777 | 7,62 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 312.358 | 29,77 | 12.529 | 29,19 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 2.424.193 | -1,55 | 97.234 | -1,99 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14.851 | 0,06 | 592 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 17.727 | 45,63 | 711 | 45,10 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 460.791 | 3,69 | 18.482 | 3,23 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 493.006 | 8,54 | 19.774 | 8,05 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 40.415 | -1,84 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 122.426 | 1,07 | 4.911 | 0,61 | ||||
| 2025-08-27 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 37.866 | -2,92 | 1.519 | -3,37 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.478 | -0,40 | 59 | 0,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1.710 | -16,75 | 69 | -17,07 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 174.597 | 10,29 | 7.003 | 9,80 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 58.145 | 3,48 | 2.332 | 3,05 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 239.293 | -6,29 | 10 | -10,00 | ||||
| 2025-09-03 | 13F | American Trust | 8.617 | 346 | ||||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 15.392 | -77,04 | 617 | -77,15 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 4.290 | -7,52 | 172 | -7,53 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 364.567 | 3,94 | 14.623 | 3,47 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14.395 | -5,50 | 1 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.610.108 | 8,47 | 64.581 | 7,99 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 49.903 | -0,98 | 2.002 | -1,43 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 106.381 | -2,91 | 4.267 | -3,35 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9.088 | 0,00 | 365 | -0,55 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12.137 | 55,32 | 487 | 58,31 | ||||
| 2025-08-01 | 13F | Motco | 21.715 | 23,80 | 866 | 22,66 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11.588 | 0 | ||||||
| 2025-05-15 | 13F | Keel Point, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 6.075 | -12,90 | 244 | -13,52 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 20.303 | 229,70 | 814 | 228,23 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 101.911 | 4,27 | 4.088 | 3,78 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 22.975 | 3,37 | 922 | 2,91 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11.465 | 1,20 | 460 | 0,66 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 201 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13.817.325 | 120,89 | 554.213 | 119,90 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 14.988 | -41,47 | 601 | -41,71 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 365 | 15 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 791 | 1,02 | 32 | 0,00 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 83.863 | 8,62 | 3.364 | 8,14 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11.354 | -40,08 | 455 | -40,21 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 16 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 117.301 | 54,86 | 4.705 | 54,18 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 127.948 | 4,25 | 5.132 | 3,80 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 59.193 | -7,70 | 2.374 | -8,09 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 268.141 | 9,88 | 10.755 | 9,40 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1.587 | 0,00 | 64 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 16.621 | 19,20 | 667 | 18,72 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 5.498.369 | -4,21 | 220.540 | -4,64 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 43.107 | 1,55 | 1.729 | 1,11 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 15.564 | -1,06 | 624 | -1,11 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 99.134 | -21,33 | 3.976 | -21,69 | ||||
| 2025-08-27 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 251.616 | 0,00 | 10.092 | -0,44 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 112.775 | 16,99 | 4.523 | 16,48 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1.600 | 0,00 | 64 | -1,56 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 13.649 | -1,10 | 547 | -1,62 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 208.812 | 17,48 | 8.375 | 16,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.747.830 | 5,10 | 70.105 | 4,63 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 19.287 | 199,07 | 775 | 202,34 |
