Grundläggande statistik
| Institutionella ägare | 475 total, 475 long only, 0 short only, 0 long/short - change of −4,88% MRQ |
| Genomsnittlig portföljallokering | 0.3742 % - change of −3,86% MRQ |
| Institutionella aktier (lång) | 149 203 939 (ex 13D/G) - change of −6,79MM shares −9,63% MRQ |
| Institutionellt värde (lång) | $ 5 522 597 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Currency Hedged MSCI EAFE ETF (MX:HEFA) har 475 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 149,203,939 aktier. Största aktieägare inkluderar Goldman Sachs Group Inc, Envestnet Asset Management Inc, Ameriprise Financial Inc, Jpmorgan Chase & Co, LPL Financial LLC, Coldstream Capital Management Inc, Quotient Wealth Partners, LLC, United Capital Financial Advisers, Llc, Dynasty Wealth Management, Llc, and Partners Capital Investment Group, Llp .
iShares Trust - iShares Currency Hedged MSCI EAFE ETF (BMV:HEFA) 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.
AI+ Ask Fintel’s AI assistant about iShares Trust - iShares Currency Hedged MSCI EAFE ETF.
Thinking of good questions…
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 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 44 369 | 1 683 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 37 | 0,00 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 355 | −99,58 | 13 | −99,58 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 063 | 39 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 314 | 0,00 | 12 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 394 | −15,62 | 53 | −10,34 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 18 158 | 0,00 | 689 | 4,71 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 9 102 | −98,28 | 346 | −98,20 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 546 | −10,64 | 21 | −9,09 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 10 407 | −0,07 | 395 | 4,77 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 621 017 | −47,44 | 24 | −45,24 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 21 207 | 9,13 | 805 | 14,18 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-26 | NP | BLUX - Bluemonte Dynamic Total Market ETF | 26 | 1 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 418 | −94,06 | 54 | −93,88 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 199 469 | 717,73 | 7 572 | 755,48 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 728 | 0,00 | 28 | 3,85 | ||||
| 2025-10-07 | 13F | Nova Wealth Management, Inc. | 16 685 | −3,11 | 661 | 1,07 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 37 | 1 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5 883 | 0,51 | 223 | 5,19 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 57 062 | −76,10 | 2 168 | −16,84 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
| 2025-10-09 | 13F | North Capital, Inc. | 32 | 3,23 | 1 | 0,00 | ||||
| 2025-05-15 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 57 | 0,00 | 2 | 100,00 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Lantz Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17 339 | −11,27 | 658 | −7,19 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 13 351 | −13,23 | 507 | −9,32 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 24 609 | −75,31 | 934 | −74,17 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 8 252 | −39,58 | 313 | −36,77 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 7 893 | 2,39 | 300 | 7,17 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 98 483 | 10,60 | 3 738 | 15,69 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 427 420 | −2,33 | 16 225 | 2,17 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 475 972 | −39,46 | 56 | −36,36 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 82 482 | 21,25 | 3 131 | 26,86 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 353 | −68,65 | 13 | −67,50 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 25 099 | −7,04 | 953 | −2,76 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 114 | 498 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 081 | 4 134,17 | 193 | 4 700,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7 941 | 270 | ||||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 425 | 0,00 | 16 | 6,67 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 124 625 | 1,65 | 4 731 | 6,32 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 135 870 | −0,44 | 5 158 | 4,14 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 11 970 | 0,00 | 454 | 4,61 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 111 784 | −3,91 | 4 243 | 0,52 | ||||
| 2025-10-14 | 13F | LongView Wealth Management | 5 098 | 202 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 97 422 | 42,82 | 3 698 | 49,41 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 106 331 | −29,93 | 4 036 | −26,70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 39 301 | −46,56 | 1 487 | −44,32 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 43 510 | −1,17 | 1 652 | 3,38 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7 432 | 7,03 | 282 | 12,35 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 96 142 | 5,67 | 3 650 | 10,54 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 12 640 | 0,00 | 480 | 4,59 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 335 521 | 3,47 | 12 736 | 8,23 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 10 335 | 0,00 | 392 | 4,53 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 221 976 | −34,52 | 8 426 | −31,51 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 92 368 | 15,90 | 4 | 50,00 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 428 678 | 3,00 | 16 273 | 7,75 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 240 | 0,00 | 45 | 4,65 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1 453 341 | −41,63 | 55 169 | −38,94 | ||||
| 2025-08-07 | 13F | PFG Advisors | 49 697 | −49,28 | 1 887 | −46,96 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 259 | 10 | ||||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 802 912 | −0,02 | 30 479 | 4,58 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 405 923 | −0,30 | 15 409 | 4,28 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 84 796 | 485,08 | 3 077 | 511,73 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 48 321 | −17,82 | 1 834 | −14,02 | ||||
| 2025-05-13 | 13F | White Pine Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 40 | −99,84 | 2 | −99,88 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 19 288 | 37,03 | 732 | 43,53 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9 152 | −79,46 | 343 | −77,61 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 6 146 | −10,77 | 233 | −6,43 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 269 400 | 4,38 | 10 226 | 9,18 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 116 593 | −0,53 | 4 426 | 4,04 | ||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender Fund Class A Shares | 14 000 | 0,00 | 531 | 4,53 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 64 990 | −62,98 | 2 467 | −61,27 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7 778 | 295 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 22 056 | 0,00 | 837 | 4,63 | ||||
| 2025-08-07 | 13F | Nwam Llc | 8 894 | −48,11 | 339 | −45,50 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 12 362 | −74,91 | 469 | −73,75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18 787 | 15,55 | 714 | 20,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30 168 | 1 145 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 404 319 | 5,52 | 15 348 | 10,37 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 21 983 | 16,32 | 834 | 21,75 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 110 787 | 1 320,89 | 4 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 13 168 | 500 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 140 398 | −53,05 | 5 321 | −50,97 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4 822 | −88,52 | 183 | −87,98 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-10-10 | 13F | Focus Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 36 683 | −32,87 | 1 392 | −29,80 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 115 | −56,11 | 4 | −55,56 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 3 | 0 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 26 891 | −24,16 | 1 021 | −20,68 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 59 | 2 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 84 104 | −63,57 | 3 193 | −61,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 49 518 | 136,17 | 1 880 | 147,24 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 5 872 | −89,35 | 223 | −88,91 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 11 161 | −32,31 | 424 | −29,26 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 406 470 | −1,52 | 15 430 | 3,01 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 046 201 | −38,61 | 39 714 | −35,79 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 98 729 | −74,86 | 3 748 | −73,71 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-26 | 13F/A | CI Private Wealth, LLC | 28 615 | 3,43 | 1 086 | 8,17 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 113 | −80,38 | 42 | −79,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 411 518 | −32,08 | 205 421 | −28,96 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 38 154 | −95,48 | 1 | −96,67 | ||||
| 2025-10-09 | 13F | Affinity Capital Advisors, LLC | 8 895 | 0,01 | 356 | 5,64 | ||||
| 2025-10-10 | 13F | Sound Income Strategies, LLC | 409 | 167,32 | 17 | 220,00 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 17 606 | −24,47 | 668 | −20,95 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 239 831 | −12,88 | 9 104 | −8,88 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 2 673 | 341,82 | 84 | 300,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 052 153 | −17,20 | 77 900 | −13,39 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 84 876 | −5,36 | 3 222 | −1,01 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 9 604 | −92,36 | 365 | −92,02 | ||||
| 2025-10-09 | 13F | Dynamic Advisor Solutions LLC | 37 215 | 0,00 | 1 474 | 4,39 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 138 493 | −1,87 | 5 257 | 2,66 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 150 652 | −4,32 | 5 719 | 0,09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 92 103 | −49,43 | 3 496 | −47,10 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7 433 | 0 | ||||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 6 970 | −1,18 | 265 | 3,53 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 647 | −92,17 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4 010 | 25,74 | 152 | 32,17 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 890 221 | −15,57 | 71 753 | −11,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 408 652 | −2,61 | 53 472 | 1,87 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13 710 | 55,11 | 520 | 62,50 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99 074 | −10,81 | 3 761 | −6,70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 172 327 | 1,99 | 6 542 | 11,41 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 27 | 271,43 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15 163 | −8,09 | 576 | −3,85 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 77 035 | −88,05 | 2 924 | −87,50 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 68 951 | −19,57 | 2 569 | −13,03 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 63 499 | −14,53 | 2 410 | −10,61 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 614 | 0 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 31 | −82,58 | 1 | −83,33 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 8 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 17 969 | −91,26 | 682 | −90,86 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 816 | −79,04 | 31 | −78,72 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6 359 | 0,00 | 241 | 4,78 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 8 258 | −8,04 | 313 | −3,69 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 208 871 | 8 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 964 | 233,95 | 151 | 251,16 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 138 720 | 20,23 | 5 266 | 25,75 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 2 641 | −97,84 | 100 | −97,74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 100 295 | −29,04 | 3 807 | −25,78 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 14 | −99,19 | 1 | −100,00 | ||||
| 2025-09-26 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 195 178 | 14,42 | 7 385 | 19,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7 | 0 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-10-14 | 13F | Evanson Asset Management, LLC | 8 371 | 1,70 | 332 | 6,09 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 13 705 | −86,19 | 520 | −85,56 | ||||
| 2025-08-14 | 13F | Nepc Llc | 200 854 | −0,06 | 7 624 | 4,54 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 33 | −99,62 | 1 | −99,68 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 848 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 713 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 333 250 | −2,43 | 12 650 | 2,06 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 30 921 | −0,90 | 1 174 | 3,62 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 59 877 | −2,31 | 2 273 | 2,16 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 61 059 | 74,92 | 2 318 | 83,02 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 56 829 | 2 157 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 586 | −90,70 | 174 | −90,27 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 10 011 | 380 | ||||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 198 493 | −0,99 | 7 535 | 3,56 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 202 754 | 23,80 | 7 697 | 29,50 | ||||
| 2025-10-06 | 13F | Grove Bank & Trust | 47 500 | 0,00 | 1 881 | 4,33 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 46 176 | 245,53 | 1 753 | 261,98 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 73 503 | −30,13 | 2 911 | −27,10 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 12 572 | 0,00 | 477 | 4,61 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 27 925 | −4,20 | 1 060 | 0,28 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7 088 380 | −65,95 | 269 075 | −64,39 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23 146 | −75,34 | 879 | −74,22 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 5 300 | 201 | ||||||
| 2025-10-06 | 13F | Act Wealth Management, Llc | 521 948 | 7,08 | 20 674 | 11,74 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 12 767 | −12,86 | 485 | −8,85 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 577 | −22,45 | 22 | −22,22 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 8 898 | 338 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 9 459 | −17,45 | 359 | −13,49 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 674 | −17,37 | 367 | −13,44 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 74 218 | 0,00 | 2 817 | 4,60 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 467 357 | −22,72 | 17 741 | −19,17 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 5 358 | −29,11 | 203 | −25,91 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11 444 | −0,30 | 434 | 4,33 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 15 842 | 0,00 | 601 | 4,70 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 433 765 | −10,15 | 16 466 | −6,02 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 135 862 | 5 132 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 917 | −45,49 | 73 | −43,31 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 182 429 | 11,80 | 82 845 | 16,95 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 5 979 | −97,56 | 227 | 3 666,67 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 46 486 | 5,03 | 1 765 | 9,84 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 922 | −5,53 | 35 | 0,00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 773 | 4,04 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 3 637 880 | −6,32 | 138 094 | −2,01 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 34 453 | −16,58 | 1 308 | −12,75 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 458 | 0,00 | 17 | 6,25 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 589 | 7 845,00 | 60 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 17 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21 535 | 817 | ||||||
| 2025-10-09 | 13F | Cypress Financial Planning Llc | 9 029 | 0,29 | 358 | 4,69 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 13 502 | 1,27 | 466 | 0,65 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 54 132 | −28,29 | 2 055 | −25,01 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 22 886 | −21,50 | 869 | −17,96 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 12 870 | 1,36 | 489 | 6,09 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 568 | −7,10 | 173 | −2,81 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 42 524 | −68,38 | 1 607 | −67,14 | ||||
| 2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 48 041 476 | −6,41 | 1 823 654 | −2,10 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 9 268 | 0,00 | 336 | 4,35 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 5 690 | 0,00 | 216 | 4,37 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 518 397 | 5,16 | 19 678 | 10,01 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6 106 | 232 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 11 300 | 0,00 | 429 | 4,39 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 7 034 | −0,90 | 267 | 3,89 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 20 808 | 6,12 | 790 | 10,97 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 804 540 | 11,20 | 30 540 | 16,31 | ||||
| 2025-10-09 | 13F | Bay Harbor Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 120 979 | 2,17 | 4 592 | 6,89 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 37 738 | 0,00 | 1 433 | 4,60 | ||||
| 2025-10-10 | 13F | Delta Wealth Advisors LLC | 121 415 | −0,18 | 4 609 | 4,40 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 463 020 | 13,56 | 17 576 | 18,79 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 37 242 | −1,05 | 1 414 | 3,52 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 16 274 | −67,61 | 618 | −66,15 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 140 738 | 8,47 | 5 394 | 16,10 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 278 | 0,00 | 280 | 5,26 | ||||
| 2025-10-08 | 13F | VisionPoint Advisory Group, LLC | 13 524 | −1,11 | 536 | 3,08 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 7 665 | −32,23 | 291 | −29,27 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 15 956 | −1,48 | 1 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 108 326 | −4,97 | 4 112 | −0,58 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 253 | −86,01 | 10 | −86,15 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 40 075 | 4,47 | 1 521 | 9,27 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 27 727 | −91,00 | 1 053 | −90,59 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 936 302 | −68,22 | 35 542 | −66,76 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 64 187 | −19,08 | 2 437 | −15,36 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 325 525 | 5,29 | 12 357 | 10,13 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 806 553 | −30,46 | 68 577 | −27,26 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 321 413 | 0,10 | 12 201 | 4,70 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 9 815 | −70,64 | 373 | −69,33 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 789 163 | −24,26 | 29 957 | −20,78 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 15 106 | −78,57 | 573 | −77,60 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 101 | 4 | ||||||
| 2025-10-02 | 13F | Central Pacific Bank - Trust Division | 10 595 | 0,00 | 420 | 4,23 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 9 882 | −75,78 | 375 | −75,54 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 21 775 | −50,18 | 827 | −47,92 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11 736 | −24,06 | 446 | −20,54 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 009 | −65,37 | 190 | −63,74 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 109 865 | −1,98 | 4 170 | 2,53 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 13 107 | 0,00 | 498 | 3,54 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9 328 | 0,00 | 354 | 4,73 | ||||
| 2025-10-08 | 13F | Chesley Taft & Associates LLC | 8 214 | 0,00 | 325 | 4,50 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 29 926 | 396,04 | 1 136 | 420,64 | ||||
| 2025-06-03 | 13F | Invst, LLC | 52 763 | 1 915 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 75 231 | −50,98 | 2 856 | −48,73 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 219 692 | −76,73 | 8 340 | −75,66 | ||||
| 2025-10-08 | 13F | Retirement Wealth Solutions LLC | 4 218 | −48,96 | 167 | −46,65 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 2 | 0 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 13 168 | −39,58 | 500 | −36,84 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 39 053 | −0,52 | 1 482 | 4,07 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 8 570 | −25,65 | 325 | −22,25 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9 015 | −0,55 | 342 | 4,27 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 10 430 | 38,24 | 396 | 44,69 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 29 013 | −4,31 | 1 101 | 0,09 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 63 086 | 75,62 | 2 395 | 83,73 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 18 756 | 21,08 | 712 | 26,51 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 134 641 | 0,00 | 5 085 | 1,68 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 176 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 24 894 | −0,41 | 945 | 4,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 20 577 | −68,83 | 781 | −67,39 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 86 664 | 3 101,48 | 3 145 | 3 245,74 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 458 | 1 808,33 | 17 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 182 424 | 3,43 | 6 925 | 8,19 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 500 | 0,00 | 54 | 3,85 | ||||
| 2025-10-09 | 13F | IVC Wealth Advisors LLC | 104 001 | 1,36 | 4 119 | 5,78 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8 271 | 0,00 | 314 | 4,33 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 97 678 | −0,76 | 3 708 | 3,78 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 20 013 | −23,79 | 1 | |||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 17 920 | 674 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 75 000 | 0,00 | 2 847 | 4,63 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26 330 | 4,31 | 1 000 | 9,06 | ||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3 936 941 | −12,58 | 149 446 | −8,56 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 25 107 | 953 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 132 500 | −91,57 | 5 030 | −91,18 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 38 059 | 4,41 | 1 445 | 9,23 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 141 | 5 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 39 813 | −0,77 | 1 511 | 3,85 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 435 | 0,00 | 17 | 6,67 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 158 616 | −7,53 | 6 021 | −3,28 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 45 867 | 270,34 | 1 741 | 287,75 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32 229 | 5,83 | 1 223 | 10,68 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 003 175 | −16,36 | 38 081 | −12,51 | ||||
| 2025-07-23 | 13F | KPP Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7 165 | −58,59 | 272 | −56,78 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 15 025 | 1,45 | 570 | 6,15 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 112 698 | 0,00 | 4 278 | 4,62 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 9 084 | 22,59 | 345 | 28,36 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 6 145 | −90,90 | 233 | −90,49 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 9 019 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 895 | −39,12 | 34 | −37,74 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 57 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 47 948 | 3,12 | 1 820 | 7,88 | ||||
| 2025-10-07 | 13F | Family Legacy Financial Solutions, LLC | 412 | 16 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 15 025 | 0,00 | 570 | 4,59 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 177 | −90,37 | 7 | −90,91 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 862 260 | 50,67 | 32 732 | 57,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 201 113 | 7 634 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 379 161 | 8,87 | 90 313 | 13,88 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 18 359 | −98,95 | 697 | −98,90 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 18 041 | −77,82 | 685 | −76,82 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 89 011 | −21,38 | 3 239 | −21,15 | ||||
| 2025-10-02 | 13F | Capital Asset Advisory Services LLC | 101 747 | 4,22 | 4 030 | 9,13 | ||||
| 2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 12 848 | 0,00 | 466 | 0,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12 138 | 6,78 | 461 | 16,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 343 251 | 105,09 | 50 990 | 114,46 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 30 641 | 0,39 | 1 163 | 5,06 | ||||
| 2025-10-10 | 13F | Sharkey, Howes & Javer | 5 722 | −17,53 | 227 | −14,07 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 204 256 | 4,63 | 7 754 | 9,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 133 167 | −22,74 | 118 935 | −19,18 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 122 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 306 | 125 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 360 693 | −23,57 | 13 692 | −20,06 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 5 963 | −49,71 | 226 | −47,44 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 985 | 2 291,57 | 72 | 3 500,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 653 | −18,07 | 25 | −14,29 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 779 | −7,27 | 105 | −2,78 | ||||
| 2025-10-10 | 13F | Signal Advisors Wealth, LLC | 5 724 | 227 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 17 813 | −69,63 | 676 | −68,23 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 83 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 7 846 | −81,24 | 298 | −80,42 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 053 | 81,67 | 154 | 91,25 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-10-14 | 13F | Exchange Traded Concepts, Llc | 39 | −96,64 | 2 | −97,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 326 411 | −84,61 | 12 | −84,21 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 885 | 0,00 | 72 | 4,41 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 143 | 0,00 | 5 | 0,00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 5 904 | −0,49 | 224 | 4,19 | ||||
| 2025-10-08 | 13F | Firethorn Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 450 | −17,49 | 207 | −13,81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 67 362 | 5,65 | 2 557 | 10,55 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 618 320 | 14,70 | 251 244 | 19,99 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 037 | −98,33 | 39 | −98,27 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 71 565 | 0,00 | 2 717 | 4,58 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 22 758 | −72,93 | 864 | −71,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33 105 | −18,00 | 1 257 | −14,21 | ||||
| 2025-08-12 | 13F | Bokf, Na | 417 307 | −0,58 | 15 841 | 4,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 13 941 | 529 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 9 501 | 361 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 70 | −94,50 | 3 | −95,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 468 485 | −39,83 | 18 | −39,29 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 38 462 | 2,64 | 1 460 | 7,43 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 34 904 | 0,59 | 1 324 | 5,16 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 270 423 | −26,97 | 10 265 | −23,76 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 9 926 | −70,13 | 377 | −68,80 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Keystone Financial Services | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 45 790 | 15,70 | 1 738 | 21,03 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 281 103 | −12,01 | 10 671 | −7,96 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 177 | −12,89 | 159 | −9,20 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 6 700 | −2,90 | 254 | 1,60 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 6 708 | −2,30 | 255 | 2,01 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 270 886 | 0,00 | 10 283 | 4,60 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 41 815 | 6,32 | 1 587 | 11,21 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 893 761 | −14,58 | 33 927 | −10,65 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hemington Wealth Management | 500 | 0 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 25 119 | 954 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 37 | −70,16 | 1 | −75,00 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 8 103 | 0,00 | 308 | 4,42 | ||||
| 2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 138 795 | −64,55 | 5 269 | −62,92 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 360 | −52,47 | 848 | −50,53 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 950 | 875,31 | 150 | 964,29 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 19 424 | 5,51 | 737 | 10,33 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 306 474 | −5,63 | 11 576 | 3,64 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 92 | 0 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 396 139 | 15 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 6 155 | −0,89 | 234 | 3,56 | ||||
| 2025-04-15 | 13F | Collier Financial | 689 | −7,02 | 25 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 41 876 | 2,67 | 1 590 | 7,36 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1 860 | 0,00 | 71 | 4,48 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 15 630 | −19,66 | 593 | −16,01 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 11 187 | −86,82 | 425 | −86,23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5 856 | 1,10 | 222 | 5,71 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 256 590 | −1,36 | 9 740 | 3,18 | ||||
| 2025-10-10 | 13F | Fifth Third Securities, Inc. | 16 380 | 21,93 | 649 | 27,31 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 163 | −98,52 | 44 | −98,46 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5 541 | 210 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 106 623 | 5,45 | 4 026 | 12,90 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 26 879 | 0,11 | 1 065 | 4,42 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 38 918 | 2,33 | 1 477 | 7,03 | ||||
| 2025-10-09 | 13F | Redhawk Wealth Advisors, Inc. | 7 884 | 312 | ||||||
| 2025-10-03 | 13F | Aaron Wealth Advisors LLC | 67 561 | −7,47 | 2 676 | −3,43 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 203 112 | 11,06 | 7 710 | 16,17 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 9 523 | −8,19 | 361 | −3,99 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 307 | −66,07 | 88 | −64,63 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 57 296 | 70,87 | 2 175 | 78,78 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 12 274 | 17,31 | 466 | 22,69 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 146 381 | −13,01 | 5 557 | −9,01 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 180 246 | 98,53 | 6 842 | 107,71 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 10 366 | −26,28 | 393 | −13,63 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 5 905 | −87,73 | 224 | −87,17 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 9 458 | −8,63 | 359 | −4,27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 180 658 | −2,77 | 6 858 | 1,71 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 39 263 | 39,78 | 1 490 | 46,22 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26 634 | −70,99 | 1 011 | −69,66 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 11 582 | 0,00 | 440 | 4,52 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 192 | 0,00 | 7 | 16,67 | ||||
| 2025-10-08 | 13F | Trinity Wealth Management, LLC | 29 168 | 2,48 | 1 155 | 6,94 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 14 580 | 0,00 | 553 | 4,54 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 112 800 | −0,75 | 4 282 | 3,81 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 854 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16 183 | 10,55 | 614 | 15,63 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 15 230 | 0,00 | 578 | 4,53 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24 389 | −71,24 | 926 | −69,94 | ||||
| 2025-10-08 | 13F | KWB Wealth | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 227 | −39,70 | 122 | −37,11 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 937 | 0,00 | 149 | 18,25 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 20 109 | −14,25 | 763 | −10,34 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 446 | 17 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 1 201 | 0,00 | 46 | 4,65 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 152 192 | 5 777 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 34 319 | 4,62 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 25 448 | −79,82 | 966 | −78,89 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-10-09 | 13F | U.S. Capital Wealth Advisors, LLC | 5 143 | 204 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6 179 | 235 | ||||||
| 2025-09-10 | 13F | WT Wealth Management | 121 913 | −1,90 | 4 628 | 2,59 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 17 525 | −3,78 | 665 | 0,76 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3 677 | 140 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 718 | −96,60 | 27 | −96,47 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 7 452 | 0,00 | 283 | 4,44 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 5 889 | 214 | ||||||
| 2025-07-07 | 13F | Verde Capital Management | 659 822 | 8,66 | 25 047 | 13,66 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 32 | 0,00 | 1 | 0,00 | ||||
| 2025-07-23 | NP | DBEF - Xtrackers MSCI EAFE Hedged Equity ETF | 75 000 | 0,00 | 2 833 | 1,65 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 457 873 | 7,05 | 17 381 | 11,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 136 360 | −7,10 | 5 116 | −3,94 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 53 423 | −12,29 | 2 028 | −8,28 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 8 224 | −76,76 | 312 | −75,70 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 9 268 | 352 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6 275 245 | −28,23 | 238 208 | −24,93 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 954 | −77,45 | 36 | −76,47 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 9 131 | 0,00 | 347 | 4,53 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16 700 | −92,91 | 634 | −92,59 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 942 | −87,86 | 226 | −87,33 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 184 | 0,00 | 45 | 4,76 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5 394 865 | 0,93 | 204 789 | 5,57 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 441 172 | 2,00 | 16 747 | 6,70 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9 787 | 0,00 | 372 | 4,51 | ||||
| 2025-07-08 | 13F | D. Scott Neal, Inc. | 30 828 | 0,38 | 1 170 | 5,03 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 27 816 | 0,00 | 1 056 | 4,56 | ||||
| 2025-10-10 | 13F | Brown, Lisle/cummings, Inc. | 330 | 0,00 | 13 | 8,33 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 24 111 | −2,97 | 915 | 1,55 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 6 287 | −6,51 | 236 | −4,86 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 3 190 737 | −47,60 | 121 120 | −45,19 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 36 496 | 60,35 | 1 385 | 75,32 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 559 | 0,00 | 59 | 5,36 | ||||
| 2025-10-07 | 13F | Team Financial Group, LLC | 277 | 1,47 | 11 | 0,00 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 1 417 | 54 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 5 940 | −97,60 | 225 | −97,50 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 78 048 | 3 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 41 396 | −77,50 | 1 571 | −76,46 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 15 090 | 107,11 | 573 | 116,67 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 059 | −0,28 | 306 | 4,10 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 7 607 | −34,94 | 289 | −32,08 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 272 952 | −67,91 | 10 361 | −66,44 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 114 | 0,00 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 230 338 | −8,58 | 8 744 | −4,37 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-09-26 | NP | BINT - Bluemonte Global Equity ETF | 11 | 0 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 750 | −13,92 | 180 | −10,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 25 311 | 11,22 | 961 | 16,36 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 196 | 0,00 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 10 370 | −89,29 | 394 | −88,82 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 330 | 10,00 | 13 | 20,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 24 019 | −76,09 | 912 | −75,01 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3 099 | 0,00 | 118 | 4,46 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 34 045 | −11,28 | 1 292 | −7,18 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-10-10 | 13F | Quotient Wealth Partners, LLC | 4 045 438 | 4,92 | 160 240 | 9,48 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10 101 | 0,00 | 383 | 4,64 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 28 703 | 0,00 | 1 090 | 4,61 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 9 953 | 4,77 | 378 | 9,59 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 1 166 527 | −1,31 | 44 281 | 3,23 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 119 019 | 4,41 | 4 518 | 9,21 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 704 701 | −17,80 | 26 751 | −14,01 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 646 751 | −3,84 | 24 551 | 0,58 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 74 808 | 17,21 | 2 840 | 22,58 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 24 812 | 0,00 | 942 | 4,56 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 178 | 0,00 | 7 | 0,00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 286 | 0,00 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 141 189 | −76,71 | 5 360 | −75,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 155 282 | 34,99 | 5 921 | 40,75 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 145 | −54,13 | 309 | −52,02 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 116 282 | 1,49 | 4 414 | 6,16 | ||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 75 763 | −59,30 | 2 876 | −57,44 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 125 657 | −0,97 | 4 770 | 3,58 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6 747 | −1,24 | 256 | 3,64 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 10 379 | −15,11 | 394 | −11,29 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 4 767 | 0,00 | 181 | 4,65 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 240 | 47 | ||||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 40 074 | −29,51 | 1 521 | −26,27 |
Other Listings
| US:HEFA | 40,20 US$ |
