Grundläggande statistik
| Institutionella ägare | 726 total, 726 long only, 0 short only, 0 long/short - change of % MRQ |
| Institutionella aktier (lång) | 145 514 240 (ex 13D/G) |
| Institutionellt värde (lång) | $ 9 194 856 USD ($1000) |
Institutionellt ägande och aktieägare
World Gold Trust - SPDR Gold MiniShares Trust (MX:GLDM) har 726 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 145,514,240 aktier. Största aktieägare inkluderar Sumitomo Mitsui Trust Holdings, Inc., Morgan Stanley, Evoke Wealth, Llc, Bank Of America Corp /de/, Empower Advisory Group, LLC, Wells Fargo & Company/mn, Asset Management One Co., Ltd., Cassaday & Co Wealth Management LLC, Principal Financial Group Inc, and UBS Group AG .
World Gold Trust - SPDR Gold MiniShares Trust (BMV:GLDM) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 776 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 3 900 | 0,00 | 256 | 5,81 | ||||
| 2025-06-30 | NP | CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares | 7 060 | −21,29 | 461 | −7,44 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 723 | −8,12 | 637 | −2,60 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 18 144 | 18,20 | 1 189 | 25,05 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 21 853 | 3,89 | 1 432 | 9,99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 240 | 119,19 | 736 | 132,18 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 72 781 | 29,31 | 4 769 | 36,89 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 96 609 | 1,58 | 6 330 | 7,53 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 6 900 | 455 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 3 267 | 214 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 18 522 | −10,60 | 1 214 | −5,38 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 67 894 | −1,97 | 4 448 | 3,78 | ||||
| 2025-08-26 | NP | UPAR - UPAR Ultra Risk Parity ETF | 118 485 | −25,50 | 7 763 | −21,12 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 33 691 | 35,56 | 2 207 | 43,50 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 53 858 | 8,20 | 3 529 | 14,55 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 69 276 | 1,17 | 4 539 | 7,08 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 9 500 | 0,00 | 622 | 5,96 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 6 272 | 20,04 | 411 | 26,93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 175 | 2 763 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 473 | 31 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 50 020 | −50,97 | 3 277 | −48,09 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 150 000 | 9 828 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 23 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 46 040 | 3 | ||||||
| 2025-05-14 | 13F | Kaufman Rossin Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 13 764 | 902 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46 559 | 29,15 | 3 051 | 36,71 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 25 500 | 0,00 | 1 671 | 5,90 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5 967 | −26,32 | 391 | −22,16 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 29 355 | −4,71 | 1 817 | 13,43 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 120 334 | −17,23 | 8 | −12,50 | ||||
| 2025-07-14 | 13F | Scharf Investments, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1 344 268 | 16,62 | 88 076 | 23,46 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6 399 | 56,42 | 419 | 65,61 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 89 933 | −10,32 | 5 892 | −5,06 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 14 910 | −9,91 | 977 | −4,69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 513 430 | 105,87 | 33 640 | 118,31 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 4 824 | −9,80 | 316 | −4,24 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 16 195 | 12,40 | 1 061 | 19,08 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 4 992 | 327 | ||||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 1 295 200 | 35,13 | 83 890 | 43,41 | ||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 5 717 | −28,07 | 375 | −23,83 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 18 486 | 1 211 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 27 437 | 1 798 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 933 | 720,80 | 716 | 773,17 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 155 | 0,00 | 10 | 11,11 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 116 397 | −6,48 | 7 626 | −1,00 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 99 954 | −18,81 | 6 549 | −14,06 | ||||
| 2025-08-21 | NP | RAAX - VanEck Vectors Real Asset Allocation ETF | 5 936 | 0,00 | 389 | 5,72 | ||||
| 2025-06-30 | NP | TACK - Fairlead Tactical Sector ETF | 151 310 | −10,21 | 9 874 | 5,62 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 118 722 | 30,19 | 7 779 | 37,81 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 354 630 | −28,03 | 23 235 | −23,81 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3 132 | −83,55 | 205 | −82,60 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 21 891 | 0,00 | 1 434 | 5,91 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16 002 | 1 048 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 50 | 0,00 | 3 | 0,00 | ||||
| 2025-04-30 | 13F | Nisa Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 467 | −90,74 | 31 | −90,38 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 46 986 | 3,07 | 3 079 | 9,11 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8 495 | −24,06 | 557 | −19,65 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 32 922 | 0,47 | 2 157 | 6,36 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 3 991 | −5,76 | 261 | −0,38 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 6 219 | 44,49 | 407 | 53,01 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 54 487 | 7,50 | 3 570 | 13,84 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 80 583 | 0,45 | 5 323 | 7,47 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 4 706 | 308 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 34 426 | −5,68 | 2 256 | 18,56 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9 569 | −7,87 | 627 | −2,49 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 36 190 | 98,98 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 947 412 | −13,56 | 62 074 | −8,49 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 65 730 | 38,50 | 4 307 | 46,61 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 123 689 | −9,89 | 8 104 | −4,59 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 88 974 | 5,65 | 5 830 | 11,84 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 90 744 | 5 946 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 4 942 | −24,11 | 324 | −19,85 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 1 389 765 | −9,71 | 91 057 | −4,41 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 6 137 | −31,48 | 402 | −27,44 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 22 286 | 48,26 | 1 460 | 56,99 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4 214 | 276 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 7 019 | −26,59 | 460 | −22,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 926 715 | 1,75 | 519 358 | 7,72 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 650 | 305 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 45 | 3 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28 416 | 75,49 | 1 759 | 109,04 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 23 739 | −1,99 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 206 884 | 24,16 | 14 | 30,00 | ||||
| 2025-07-22 | NP | DRAFX - Destinations Real Assets Fund Class I | 91 946 | −61,10 | 5 999 | −55,12 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Quality Fund GP, Ltd. | 1 520 300 | 99 610 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 5 511 | 361 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 61 980 | −5,52 | 4 061 | 0,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 4 490 | 4,98 | 294 | 11,36 | ||||
| 2025-08-26 | NP | BTGD - STKD Bitcoin & Gold ETF | 38 301 | 30,72 | 2 509 | 38,39 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 172 | 205 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 59 973 | 36,84 | 3 929 | 44,87 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 4 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 147 096 | 10,37 | 9 638 | 16,84 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 70 131 | 4,26 | 4 595 | 10,35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 56 931 | 24,38 | 3 730 | 31,71 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 838 | −51,68 | 317 | −48,95 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8 720 | 16,05 | 571 | 22,80 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4 625 | −24,39 | 309 | −23,89 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 66 077 | −0,60 | 4 329 | 5,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 056 738 | −1,42 | 200 277 | 4,37 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 36 424 | 1 405,12 | 2 254 | 1 703,20 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 236 078 | −6,18 | 15 468 | −0,68 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 304 | 0,00 | 20 | 5,56 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 59 204 | 0,95 | 3 879 | 6,89 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 126 347 | 56,68 | 8 278 | 65,89 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 152 | 207 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 276 413 | −3,38 | 18 110 | 2,29 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 13 136 | 861 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5 155 | 336 | ||||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 5 420 | −3,70 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 664 | 0,00 | 109 | 6,86 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 72 776 | −17,17 | 4 768 | −12,30 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 671 036 | 0,00 | 44 | 4,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 128 451 | 5 959,01 | 8 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 4 455 | −23,98 | 292 | −19,61 | ||||
| 2025-08-12 | 13F | Bokf, Na | 400 | 26 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-03 | 13F | Q3 Asset Management | 20 854 | −70,50 | 1 | −75,00 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 54 453 | −22,52 | 3 568 | −17,98 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 946 772 | −17,60 | 62 033 | −12,76 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 3 353 | −22,24 | 226 | −20,77 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 53 | 3 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 855 | 0,16 | 122 | 6,14 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 84 972 | −11,35 | 5 567 | −6,15 | ||||
| 2025-06-11 | NP | DBISX - DWS Global Macro Fund Class A | 237 942 | −6,83 | 15 528 | 9,60 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 70 596 | −16,70 | 5 | −20,00 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 3 383 | 0,00 | 222 | 5,74 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 8 162 | −32,67 | 535 | −28,80 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 73 470 | 41,45 | 4 814 | 49,75 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 66 500 | −2,92 | 4 357 | 2,78 | ||||
| 2025-08-26 | NP | PPI - AXS Astoria Inflation Sensitive ETF | 75 222 | 50,96 | 4 929 | 59,84 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 683 | −5,37 | 307 | 0,00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 221 200 | 25,54 | 14 493 | 34,78 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 212 737 | 501,60 | 13 939 | 537,02 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 11 950 | −20,11 | 783 | −15,46 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 96 619 | 6 330 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 237 942 | −1,02 | 15 590 | 4,79 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 88 667 | −21,13 | 5 809 | −16,50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 21 217 | 34,26 | 1 390 | 42,13 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 42 854 | −11,58 | 2 808 | −6,40 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 194 873 | −19,77 | 13 | −20,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 066 263 | 7,33 | 69 862 | 13,63 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 25 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 61 | 0,00 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 4 948 | 324 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 469 752 | 4 571,82 | 31 130 | 4 609,53 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 214 397 | 16,95 | 14 047 | 23,81 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 92 463 | 6 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 195 083 | 12 782 | ||||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 2 841 | 309 | ||||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 10 000 | 655 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 20 | 100,00 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 429 541 | 10,43 | 159 121 | 17,41 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 76 | 0,00 | 5 | 0,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9 182 | −22,64 | 602 | −18,12 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 82 139 | 20,36 | 5 348 | 26,98 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 5 111 | 13,96 | 336 | 16,72 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 95 340 | −6,17 | 6 247 | −0,67 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 419 | −61,63 | 27 | −59,70 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 3 | 0 | ||||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 225 369 | 1,81 | 15 079 | 10,07 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 30 003 | −5,56 | 1 966 | −0,05 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 108 | 7 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 140 | 0,00 | 9 | 12,50 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4 349 | −14,09 | 285 | −9,27 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 49 530 | 145,47 | 3 273 | 164,81 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A | 753 819 | 6,30 | 49 390 | 12,54 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 106 206 | −18,60 | 6 959 | −13,83 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 26 245 | 37,62 | 1 720 | 45,68 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 29 897 | −27,67 | 1 955 | −28,10 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 104 763 | −2,97 | 6 864 | 2,72 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 236 | 0,00 | 15 | 7,14 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 108 435 | 77,15 | 7 105 | 87,54 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 987 | −5,60 | 327 | 0,00 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5 187 | 340 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 108 805 | −2,64 | 7 129 | 3,07 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 656 | 43 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 13 897 | 0,55 | 911 | 1,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19 892 | 132,74 | 1 303 | 146,78 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 236 683 | 0,45 | 15 507 | 11,34 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 23 389 | 2,85 | 1 532 | 8,88 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 9 296 | −2,23 | 609 | 3,57 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 7 885 | 18,25 | 523 | 19,18 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 18 486 | −12,16 | 1 211 | −6,99 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3 670 | 0,30 | 240 | 6,19 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 25 937 | −23,66 | 1 699 | −19,17 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 882 743 | −23,24 | 57 837 | −18,74 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 4 000 | 262 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 18 711 | −5,07 | 1 226 | 0,49 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 19 342 | 2,51 | 1 267 | 8,57 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 8 536 | −20,27 | 559 | −15,56 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 126 953 | 1,85 | 8 318 | −1,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 643 513 | −3,57 | 42 163 | 2,08 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 19 348 | 1 268 | ||||||
| 2025-08-14 | 13F | State Street Corp | 2 695 268 | 0,31 | 176 594 | 6,20 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 350 | 0,00 | 88 | 6,02 | ||||
| 2025-08-11 | 13F | Managed Asset Portfolios, Llc | 108 326 | −2,18 | 7 098 | 3,56 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 10 487 | 2,58 | 687 | 8,70 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 525 606 | 11,78 | 34 438 | 18,34 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 3 498 | −35,72 | 229 | −31,85 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 99 251 | 27,83 | 6 503 | 35,32 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 8 514 | −3,93 | 558 | 1,64 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 3 285 | 0,00 | 215 | 5,91 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 981 946 | 9,18 | 64 337 | 15,58 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7 434 | 70,47 | 487 | 81,04 | ||||
| 2025-08-15 | 13F | Semper Augustus Investments Group Llc | 17 001 | 4,82 | 1 114 | 10,97 | ||||
| 2025-08-08 | 13F | Creative Planning | 43 523 | −51,55 | 2 852 | −48,71 | ||||
| 2025-07-25 | NP | PRDAX - Diversified Real Asset Fund Class A | 1 545 400 | 40,16 | 100 822 | 61,73 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 20 497 | 1,82 | 1 368 | 4,11 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 14 113 | 21,52 | 925 | 28,69 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 134 697 | 4,40 | 8 826 | 10,53 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 4 788 | −22,45 | 314 | −18,06 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 28 | 3,70 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 637 414 | 3 304,26 | 41 763 | 3 506,48 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2 955 | 2,64 | 194 | 8,43 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 66 259 | 0,16 | 4 341 | 6,03 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 14 175 | 667,46 | 929 | 714,04 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 50 876 | 22,14 | 3 333 | 29,29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 101 | 0,00 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11 978 | −0,13 | 1 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 24 953 | 41,51 | 1 635 | 49,77 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 913 | 0,55 | 60 | 5,36 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 7 872 | 516 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 538 098 | −1,03 | 35 256 | 4,77 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 662 568 | 1,15 | 43 411 | 7,08 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 6 312 | −19,73 | 414 | −15,02 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 83 613 | 24,84 | 5 478 | 32,16 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 12 000 | 0,00 | 743 | 19,10 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 79 918 | 22,35 | 5 236 | 29,54 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 2 211 620 | 42,95 | 144 905 | 51,34 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 18 258 | −2,59 | 1 196 | 3,10 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1 020 | 0,00 | 67 | 4,76 | ||||
| 2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 2 926 | 1,63 | 165 | 9,27 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 59 590 | 9,52 | 3 904 | 15,95 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11 332 | −84,08 | 742 | −83,16 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 48 102 | −1,17 | 3 152 | 4,61 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 127 759 | −31,95 | 8 371 | −27,96 | ||||
| 2025-07-07 | 13F | Medici Capital Llc | 204 026 | 10,86 | 13 368 | 17,37 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 150 | 0,00 | 10 | 0,00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4 938 | 324 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 10 375 | 680 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 17 838 | −26,88 | 1 169 | −22,60 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 11 836 | −3,26 | 775 | 2,38 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 59 304 | −28,69 | 3 886 | −24,52 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 263 | 101,11 | 83 | 115,79 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 15 988 | −32,36 | 1 048 | −28,39 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 13 617 | 0,00 | 892 | 5,94 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 33 405 | −3,57 | 2 189 | 2,10 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 58 099 | −26,54 | 3 807 | −22,25 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 130 906 | −1,62 | 8 577 | 4,14 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 12 315 | 43,98 | 807 | 52,36 | ||||
| 2025-07-17 | 13F | KWB Wealth | 77 617 | 90,14 | 4 804 | 126,34 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 22 492 | 1 474 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 4 204 | 275 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 145 756 | 65,77 | 9 550 | 75,50 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 46 001 | 0,00 | 3 029 | 0,13 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 2 600 | 170 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 3 227 | −38,37 | 213 | −34,06 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 14 137 | −51,33 | 926 | −38,63 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 11 713 | 39,81 | 769 | 40,33 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 440 498 | 0,03 | 28 861 | 5,90 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 259 230 | 60,30 | 16 985 | 69,70 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 396 942 | 6,89 | 26 008 | 13,16 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 135 221 | 0,25 | 8 860 | 6,13 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 22 863 | 0,00 | 1 480 | 4,60 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 18 798 | 59,81 | 1 232 | 69,09 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12 674 | 0,00 | 830 | 5,87 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 83 169 | 2,95 | 5 449 | 9,00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 82 864 | 7,38 | 5 429 | 13,70 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 7 793 | 0,00 | 511 | 5,81 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 16 000 | 0,00 | 1 048 | 5,86 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 21 269 | 56,54 | 1 394 | 65,83 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 662 | 0,00 | 43 | 7,50 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 10 883 | −21,10 | 716 | −16,06 | ||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 41 655 | −13,76 | 2 718 | −0,48 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 536 | −4,00 | 101 | 1,01 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 316 | 21 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 652 213 | −2,34 | 173 773 | 3,39 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5 949 | 0,00 | 390 | 5,71 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4 146 | 272 | ||||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1 057 396 | −5,10 | 69 | 1,47 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 41 435 | −38,40 | 2 715 | −22,39 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 5 400 | 44,39 | 354 | 52,81 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 23 242 | 17,31 | 1 523 | 24,14 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 223 023 | −0,36 | 14 728 | 6,32 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 4 518 | 0,00 | 296 | 6,09 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 4 782 | −25,30 | 316 | −16,18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 613 | 237 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 38 148 | 34,25 | 2 499 | 42,15 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 821 | 6,35 | 316 | 12,50 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 17 054 | −6,49 | 1 117 | −0,98 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 5 517 | −25,88 | 361 | −21,52 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 58 965 | 3 863 | ||||||
| 2025-06-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 4 289 | 184,61 | 280 | 236,14 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 74 458 | −24,06 | 4 878 | −19,61 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 338 768 | −29,50 | 22 196 | −25,37 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 15 176 | 994 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 510 400 | −10,59 | 33 441 | −5,35 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 29 | 93,33 | 2 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 211 | −15,26 | 79 | 6,76 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 874 | 0,34 | 57 | 7,55 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 31 195 | −12,26 | 2 044 | −7,14 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 60 134 | 69,11 | 3 940 | 79,05 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 058 | 200 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 25 437 | 1 667 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 39 849 | −6,84 | 2 611 | −1,40 | ||||
| 2025-08-13 | 13F | Groupe la Francaise | 300 | 20 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 152 610 | 82,06 | 9 999 | 92,77 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 3 087 | 202 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 29 732 | −17,84 | 1 948 | −13,00 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 14 328 | −1,57 | 939 | 4,22 | ||||
| 2025-08-27 | NP | CAXAX - Catalyst/MAP Global Equity Fund Class A | 58 000 | −3,33 | 3 800 | 2,34 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 448 487 | 29 385 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9 189 | −18,71 | 602 | −13,88 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 217 | 0,00 | 14 | 7,69 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 96 247 | 1,13 | 6 306 | 7,06 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 9 219 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 250 561 | 23,78 | 81 937 | 31,04 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 227 | 0,00 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 351 023 | 234,13 | 285 079 | 253,73 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 14 596 294 | 0,00 | 956 349 | 5,87 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 581 | 38 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 10 100 | −0,98 | 662 | 4,75 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 243 192 | 2,05 | 15 934 | 8,03 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 21 975 | 0,00 | 1 440 | 5,81 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 97 | 6 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2 162 | 13,02 | 142 | 19,49 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 9 301 | 6,91 | 609 | 13,20 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 13 320 | −1,15 | 873 | 4,68 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4 034 | 0,00 | 264 | 6,02 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 617 | 0,00 | 40 | 5,26 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 50 388 | 3,95 | 3 301 | 10,03 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 22 477 | 1 473 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 31 | 6,90 | 2 | 100,00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 461 077 | −9,13 | 30 210 | −3,80 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 24 876 | 48,04 | 1 630 | 56,63 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 372 397 | 36,05 | 24 399 | 44,03 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 139 967 | 7,15 | 9 171 | 13,43 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 476 | 0,00 | 31 | 6,90 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 118 533 | −3,25 | 7 766 | 2,43 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 9 151 | 0,00 | 600 | 5,83 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 31 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 23 625 | −14,80 | 1 577 | −8,10 | ||||
| 2025-07-25 | 13F | Asset Planning,Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 12 976 | 850 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 57 280 | −23,55 | 3 753 | −19,07 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29 509 | 24,78 | 1 933 | 32,13 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 108 411 | −1,71 | 7 207 | −2,25 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 104 | 0,00 | 7 | 0,00 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 32 | −84,62 | 2 | −83,33 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 847 757 | −11,60 | 55 545 | −6,42 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 4 386 | 287 | ||||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 68 825 | −0,36 | 4 509 | 5,50 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14 600 | 0,00 | 957 | 5,87 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 15 553 | 146,40 | 1 019 | 161,28 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 5 760 | 1,32 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5 831 | 382 | ||||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 109 407 | −7,59 | 7 168 | −2,17 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3 985 | 0,00 | 261 | 6,10 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3 965 | 20,85 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 089 506 | 9,32 | 71 384 | 15,73 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 424 871 | 2,33 | 27 838 | 8,33 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 266 | 542 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 48 244 | 6,50 | 3 161 | 12,74 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 21 563 | −3,53 | 1 413 | 2,10 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 325 | −99,41 | 21 | −99,38 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 16 500 | 21,32 | 1 081 | 28,54 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 4 623 | 8,90 | 303 | 15,27 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 156 521 | 0,32 | 10 255 | 6,20 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 105 753 | −4,39 | 6 929 | 1,21 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 35 293 | 2 312 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 20 166 | 1 321 | ||||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 33 900 | −3,97 | 2 221 | 1,69 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 183 454 | 1,14 | 12 020 | 7,07 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 324 972 | −0,44 | 21 292 | 5,40 | ||||
| 2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 298 673 | 90,75 | 19 569 | 101,95 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 40 516 | 15,04 | 2 655 | 21,80 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 129 953 | −6,24 | 8 515 | −0,73 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 5 857 | −19,77 | 384 | −15,08 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 5 579 | 30,38 | 366 | 38,26 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 2 393 | −57,53 | 157 | −55,17 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 215 | 14 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 11 566 | −97,69 | 758 | −97,56 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 16 540 | −13,29 | 1 084 | −8,22 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 7 528 | 493 | ||||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 21 609 | 2,97 | 1 416 | 9,01 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 47 276 | −0,92 | 3 098 | 4,88 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9 071 | 594 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 1 877 | 0,00 | 123 | 5,17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 121 606 | 23,67 | 7 968 | 30,93 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 25 861 | 7,55 | 1 694 | 13,84 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 75 232 | 112,65 | 4 929 | 125,17 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 44 | 0,00 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Birch Capital Management, LLC | 2 740 | 0,00 | 180 | 5,92 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 36 485 | 6,51 | 2 390 | 12,79 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 227 575 | 53,79 | 14 911 | 62,81 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 100 | 0 | ||||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 30 631 | 0,00 | 2 007 | 5,86 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 16 203 | −57,46 | 1 062 | −54,99 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 109 651 | −28,28 | 7 184 | −24,07 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 707 000 | 46 323 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 27 942 | 7,61 | 1 831 | 13,88 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8 219 | 0,38 | 539 | 6,32 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3 435 | −96,36 | 225 | −96,16 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 212 990 | −60,90 | 13 955 | −4,11 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 470 899 | 15,74 | 31 | 20,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 386 | 10,35 | 91 | 16,88 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 458 114 | 0,70 | 30 016 | 6,61 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 37 018 | −6,00 | 2 425 | −0,49 | ||||
| 2025-08-04 | 13F | Balentine LLC | 15 616 | 1 023 | ||||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 96 276 | 6,47 | 6 308 | 12,72 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3 406 349 | −40,52 | 223 184 | −37,04 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 34 845 | 73,38 | 2 283 | 83,67 | ||||
| 2025-08-14 | 13F | Fullerton Fund Management Co Ltd | 704 331 | 112,46 | 46 148 | 124,92 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 3 176 866 | 16,40 | 208 148 | 23,23 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 938 | 6,57 | 389 | 13,08 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 350 031 | −25,80 | 22 934 | −21,45 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 200 | 0,00 | 13 | 8,33 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 169 | −37,17 | 11 | −31,25 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 28 212 | 3,76 | 1 848 | 9,87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 4 351 | 285 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 100 | −80,00 | 7 | −80,00 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 11 068 | 1,35 | 725 | 7,41 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 91 994 | 0,13 | 6 027 | 120 440,00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 837 | 0,00 | 55 | 5,88 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 418 | 28 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7 432 | 25,08 | 487 | 32,43 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 8 275 | 0,00 | 542 | 5,86 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 7 154 | −70,14 | 469 | −68,42 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 135 | 74 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 57 000 | 0,62 | 3 735 | 6,50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 229 626 | −10,49 | 80 565 | −5,24 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 5 331 | 26,57 | 349 | 34,23 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 617 924 | 101,23 | 40 486 | 113,03 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 17 411 | −11,82 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 26 930 | 0,00 | 1 764 | 5,88 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 148 | −9,76 | 10 | −10,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 74 672 | 1,36 | 4 892 | 7,30 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 57 499 | 2,53 | 3 767 | 8,56 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 985 | 65 | ||||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 4 928 | −2,86 | 323 | 2,88 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 7 176 | −5,96 | 470 | −0,42 | ||||
| 2025-07-15 | 13F | Public Employees Retirement System Of Ohio | 37 200 | 0,00 | 2 437 | 5,86 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 70 | 0,00 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 53 873 | −5,66 | 3 530 | −0,14 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 104 889 | 0,58 | 6 872 | 6,48 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 5 059 | 0,62 | 331 | 6,43 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 21 780 | −1,74 | 1 427 | 8,93 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 59 518 | 74,72 | 3 900 | 84,96 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 31 216 | 108,61 | 2 045 | 120,84 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 14 924 | −49,32 | 978 | −46,38 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 685 | −67,28 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 88 390 | −15,60 | 5 791 | −10,65 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 599 | 236 | ||||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 079 765 | 20,59 | 70 748 | 27,66 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 41 949 | 131,17 | 2 748 | 144,70 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 98 | −87,96 | 5 | −90,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 32 772 | 121,90 | 2 147 | 134,90 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6 042 | −14,78 | 396 | −9,82 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 53 949 | 0,65 | 3 535 | 6,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56 492 | 1,55 | 3 701 | 7,52 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 3 074 | 201 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 5 594 | −19,96 | 367 | −15,28 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 561 | 1 022,00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 449 | 0,00 | 29 | 7,41 | ||||
| 2025-05-08 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 46 982 | 10,85 | 3 043 | 17,67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5 730 898 | −11,42 | 375 488 | −6,23 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 255 375 | 6,11 | 16 732 | 12,34 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 6 105 | 0,00 | 400 | 6,10 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 400 000 | 26 208 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 002 538 | 7,75 | 65 686 | 14,07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 25 656 | 868,88 | 1 681 | 860,00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 25 169 | −79,67 | 1 649 | −72,99 | ||||
| 2025-08-25 | NP | EIPCX - Parametric Commodity Strategy Fund Institutional Class | 1 327 000 | −15,85 | 86 945 | −10,92 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 23 361 | −24,20 | 1 531 | −19,77 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 22 093 | 1 448 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 73 375 | −8,81 | 5 | 0,00 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 15 847 | 1 026 | ||||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8 470 | 555 | ||||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 175 961 | 11 529 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 23 | 2 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 383 863 | 9,22 | 25 151 | 15,63 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 18 127 | 97,25 | 1 188 | 108,98 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 81 021 | −5,87 | 5 308 | −0,34 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1 181 448 | 4,48 | 77 409 | 10,61 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 550 270 | −13,88 | 36 054 | −8,83 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 19 624 | −3,79 | 1 286 | 1,82 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 781 | 82,10 | 510 | 92,80 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 6 191 | 406 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 18 500 | −4,94 | 1 198 | −0,58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 76 654 | 2,63 | 5 022 | 8,65 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 3 841 | 252 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 476 | 31 | ||||||
| 2025-08-12 | 13F | NDVR, Inc. | 62 736 | 0,00 | 4 110 | 5,87 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 16 541 | −0,21 | 1 084 | 5,66 | ||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 1 210 225 | 4,79 | 79 294 | 10,93 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 125 | 8 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 8 945 | 586 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 688 | 187,14 | 1 159 | 203,94 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 26 225 | 36,02 | 1 718 | 44,01 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 25 977 | 4,71 | 1 702 | 10,88 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 21 152 | −7,08 | 1 386 | −1,63 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 46 944 | −13,38 | 3 076 | −8,32 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 | −80,77 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Tokio Marine Asset Management Co Ltd | 10 900 | −10,66 | 714 | −5,43 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 107 086 | 49,51 | 7 016 | 58,30 | ||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1 535 510 | 9,48 | 100 607 | 15,90 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 66 375 | 0,00 | 4 349 | 5,87 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 3 262 | 214 | ||||||
| 2025-08-14 | 13F | Nepc Llc | 692 544 | 7,52 | 45 375 | 13,82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14 105 | 1 641,36 | 924 | 1 785,71 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 19 555 | −24,98 | 1 281 | −20,58 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | E Fund Management Co., Ltd. | 360 915 | 488,10 | 23 647 | 522,62 | ||||
| 2025-08-26 | NP | RPAR - RPAR Risk Parity ETF | 762 170 | −20,28 | 49 937 | −15,61 | ||||
| 2025-08-14 | 13F | Bank of Marin | 11 024 | 722 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 60 | 0,00 | 4 | 0,00 | ||||
| 2025-08-21 | NP | INIVX - International Investors Gold Fund Class A | 608 000 | 0,00 | 39 836 | 5,87 | ||||
| 2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 10 138 | 17,73 | 664 | 24,81 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26 244 | 1 720 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 50 382 | 20,99 | 3 301 | 28,09 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 576 066 | −14,23 | 37 744 | −9,20 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6 553 | −4,53 | 429 | 1,18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 185 | 6,08 | 0 | |||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 248 733 | 11,15 | 16 297 | 17,67 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 80 364 | −22,53 | 5 265 | −17,99 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 11 481 | 75,26 | 752 | 85,68 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 7 130 | −16,70 | 465 | −3,73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 760 364 | −18,54 | 49 819 | −13,76 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 837 | −0,33 | 841 | 5,52 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 18 819 | 203,04 | 1 233 | 221,09 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13 956 | 23,52 | 914 | 30,76 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 112 | 3,92 | 269 | 10,25 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 19 947 | 13,31 | 1 307 | 19,93 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 595 | 41,67 | 39 | 52,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 022 | 0,00 | 67 | 4,76 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 400 | 0,00 | 92 | 5,81 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 18 561 | 0,00 | 1 149 | 0,00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7 030 213 | 2,71 | 460 620 | 8,74 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 13 901 | −24,73 | 911 | −20,32 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 99 628 | 6 166 | ||||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 127 253 | −2,34 | 8 338 | 3,39 | ||||
| 2025-06-26 | NP | HFIGX - Hartford Schroders Diversified Growth Fund Class I | 114 044 | −25,98 | 7 443 | −12,94 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 352 | −2,72 | 744 | 2,91 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3 845 | 252 | ||||||
| 2025-08-15 | 13F | Brown Financial Advisors | 28 282 | −2,24 | 1 853 | 3,52 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 20 809 | 1 363 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 473 | 476,83 | 29 | 625,00 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 26 462 | 51,20 | 1 734 | 60,02 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 227 | 187,34 | 14 | 250,00 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 75 196 | 2,69 | 4 927 | 8,69 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 52 772 | 686,12 | 3 458 | 733,01 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 3 987 | 0,00 | 261 | 6,10 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 334 | 1 090,60 | 410 | 1 181,25 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 6 188 | 0,00 | 405 | 6,02 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4 812 | 8,53 | 315 | 14,96 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 129 013 | −10,34 | 8 453 | −5,09 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 60 412 | −17,95 | 3 958 | −13,13 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 15 605 | −3,13 | 1 022 | 2,51 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 301 | 60,16 | 544 | 69,69 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 8 643 | 11,59 | 566 | 18,16 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 124 030 | 5 137,75 | 2 | −99,32 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 4 863 | 319 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7 029 | −1,79 | 461 | 4,07 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 5 250 | −32,42 | 325 | −19,60 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 3 095 | −14,74 | 202 | −10,27 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 24 416 | 1 599 | ||||||
| 2025-08-21 | NP | VanEck VIP Trust - VanEck VIP Global Gold Fund Class S | 57 100 | 0,00 | 3 741 | 5,89 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 136 742 | −14,35 | 8 959 | −9,32 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 43 | 0,00 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 19 402 | 72,26 | 1 271 | 82,35 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 125 | 0,00 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 864 | 45,92 | 450 | 84,02 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 15 346 | 1 005 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 751 233 | 4,79 | 114 741 | 10,94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 28 537 | 5,54 | 1 870 | 11,72 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 3 057 | 0,00 | 200 | 5,82 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 601 421 | 73,67 | 39 399 | 83,83 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 19 731 | 20,08 | 1 293 | 27,17 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 51 199 | −21,99 | 3 355 | −17,41 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 595 607 | 25,09 | 39 024 | 32,42 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 26 506 | 105,31 | 1 737 | 117,27 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4 286 | 0 | ||||||
| 2025-08-13 | 13F | CMC Financial Group | 3 427 | 225 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 22 019 | 1 443 | ||||||
| 2025-08-05 | 13F | Access Investment Management LLC | 4 600 | −23,59 | 301 | −3,53 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 8 175 | 3,42 | 536 | 9,41 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 66 399 | 4,12 | 4 350 | 10,21 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 11 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 31 | −83,85 | 2 | −81,82 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 268 994 | 2,66 | 17 525 | 1,04 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5 128 539 | 336 022 | ||||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 139 287 | −12,76 | 9 | 0,00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 63 907 | −2,88 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 3 618 | −15,74 | 237 | −10,57 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 6 248 | −24,37 | 409 | −19,96 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 10 779 | 706 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 25 126 | 0,00 | 1 646 | 5,85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 45 065 | −11,01 | 2 953 | −5,81 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 27 437 | −13,64 | 1 798 | −8,60 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 80 881 | −0,61 | 5 299 | 5,22 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7 791 | 510 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 10 830 | 0,00 | 710 | 5,82 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11 182 | −22,57 | 733 | −18,03 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 171 000 | 0,00 | 11 141 | −0,17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 | 1 | ||||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 468 121 | 1,91 | 30 671 | 7,89 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 3 200 | 210 | ||||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 7 023 | −14,50 | 460 | −9,45 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3 837 | 251 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 315 | 21 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 147 373 | 9 656 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 57 570 | 5,99 | 3 772 | 11,93 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 3 533 | 231 | ||||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 3 373 | 0,00 | 221 | 5,77 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 7 | 0,00 | ||||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 28 711 | 0,00 | 1 881 | 5,91 | ||||
| 2025-08-13 | 13F | Mizuho Bank, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 348 849 | 27,74 | 88 377 | 35,23 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 11 040 | 7,72 | 723 | 14,04 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 29 455 | −1,55 | 1 947 | −1,32 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 37 402 | 5,90 | 2 451 | 12,13 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 711 | 309 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 54 776 | 293,36 | 3 569 | 314,40 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 6 492 | −15,30 | 425 | −10,34 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 12 724 | 834 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 1 292 149 | 85 | ||||||
| 2025-08-28 | NP | TRXAX - Catalyst/MAP Global Balanced Fund Class A | 8 500 | 0,00 | 557 | 5,70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 204 826 | 9,10 | 13 331 | 16,29 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 16 128 | −2,45 | 1 057 | 3,23 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 671 | 44 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 000 | 66 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3 091 | 203 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 4 996 | 4,58 | 327 | 10,85 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 13 342 | −27,58 | 869 | −23,77 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 10 447 | −22,44 | 684 | −17,89 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 42 431 | 1,26 | 2 780 | 7,21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 152 671 | −5,99 | 10 003 | −0,48 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 155 170 | 136,60 | 10 167 | 150,52 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 51 459 | 48,34 | 3 372 | 57,08 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 455 | 292 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 442 | 31,77 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 51 842 | −77,01 | 3 397 | −75,67 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 3 072 | 201 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 986 | 2 535,64 | 523 | 2 805,56 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 148 | 10 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 5 840 | 26,30 | 383 | 33,57 | ||||
| 2025-07-18 | 13F | Requisite Capital Management, LLC | 6 139 | −33,87 | 402 | −29,97 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 4 044 | 0,00 | 265 | 5,60 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 448 756 | −3,46 | 29 402 | 2,20 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 13 497 | 6,32 | 884 | 12,61 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | NP | LENS - Sarmaya Thematic ETF | 7 365 | 61,73 | 480 | 86,77 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4 990 | 327 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 41 098 | −8,07 | 2 693 | −2,68 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 3 734 | 1,00 | 245 | 7,02 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 2 247 | −72,36 | 147 | −70,78 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 257 | −30,27 | 148 | −26,50 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 49 948 | −3,79 | 3 273 | 1,84 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 6 823 | 22,85 | 447 | 30,32 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 119 321 | −4,00 | 7 818 | 1,63 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 271 | 0,00 | 18 | 6,25 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 12 605 | 826 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 9 516 | 24,31 | 624 | 31,71 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 75 332 | −37,70 | 5 074 | −32,19 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 130 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Barnett & Company, Inc. | 3 560 | −0,31 | 233 | 5,43 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 47 | 3 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2 184 | 3,56 | 143 | 10,00 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 5 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 453 | 30 | ||||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 44 296 | 4,55 | 2 902 | 10,68 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 258 936 | −0,97 | 16 965 | 4,84 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 23 753 | 0,19 | 1 556 | 6,07 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 20 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 103 557 | 0,93 | 6 785 | 6,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 5 450 | 0,00 | 357 | 5,93 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 207 509 | 2,41 | 13 596 | 8,42 | ||||
| 2025-07-16 | 13F | Novem Group | 3 366 | 221 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 8 032 | 526 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7 174 | 88,59 | 470 | 100,00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 7 596 | 0,00 | 498 | 5,74 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 7 277 | 1,04 | 477 | 6,97 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 14 647 | 0,00 | 960 | 5,85 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 553 879 | −14,01 | 36 290 | −8,96 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 47 534 | 0,00 | 3 | 50,00 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 25 311 | 4,58 | 1 658 | 10,75 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 965 748 | −11,50 | 63 275 | −6,31 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-10 | NP | LFTEX - Lincoln Inflation Plus Fund Class I | 3 240 | −55,00 | 211 | −55,01 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 660 | −26,42 | 43 | −21,82 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 256 356 | −7,86 | 16 796 | −2,46 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 64 376 | 4 218 | ||||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 10 054 | 8,83 | 659 | 15,24 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 234 | 9,35 | 15 | 15,38 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 69 966 | 2,91 | 4 584 | 8,96 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 8 603 | −30,48 | 564 | −26,41 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 169 492 | −3,76 | 11 105 | 1,89 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 16 051 | 57,35 | 1 052 | 66,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 196 813 | 7,01 | 13 | 9,09 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 20 358 | 3,25 | 1 334 | 9,26 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 30 845 | 6,70 | 2 021 | 12,91 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 101 121 | 2,84 | 6 625 | 8,87 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 730 | 6,70 | 310 | 12,77 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 408 | 354 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 90 841 | −16,66 | 5 952 | −11,78 |
Other Listings
| US:GLDM | 71,87 US$ |
