Grundläggande statistik
| Institutionella ägare | 481 total, 473 long only, 1 short only, 7 long/short - change of −8,72% MRQ |
| Genomsnittlig portföljallokering | 0.1229 % - change of 13,03% MRQ |
| Institutionella aktier (lång) | 180 636 269 (ex 13D/G) - change of −18,30MM shares −11,54% MRQ |
| Institutionellt värde (lång) | $ 3 649 396 USD ($1000) |
Institutionellt ägande och aktieägare
ING Groep N.V. - Depositary Receipt (Common Stock) (MX:ING N) har 481 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 180,636,269 aktier. Största aktieägare inkluderar Fisher Asset Management, LLC, Arrowstreet Capital, Limited Partnership, Bank Of America Corp /de/, Morgan Stanley, Goldman Sachs Group Inc, Aristotle Capital Management, LLC, Fmr Llc, Natixis Advisors, L.p., Northern Trust Corp, and BlackRock, Inc. .
ING Groep N.V. - Depositary Receipt (Common Stock) (BMV:ING N) 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
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Iowa State Bank | 31 648 | −0,19 | 692 | 11,43 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 111 282 | 6,94 | 2 434 | 19,38 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 1 648 328 | −1,13 | 36 049 | 10,37 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 663 497 | 11,78 | 36 381 | 24,79 | ||||
| 2025-06-25 | NP | RPGEX - T. Rowe Price Global Growth Stock Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50 693 | 982 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 297 | 0,00 | 6 | 20,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 429 | 5,32 | 206 | 17,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 86 931 | 2,87 | 1 956 | 18,13 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 41 112 | −1,35 | 899 | 10,17 | ||||
| 2025-08-01 | 13F | First National Trust Co | 16 000 | 0,00 | 350 | 11,50 | ||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG Fund, Inc. Class AAA | 3 875 | 3,33 | 85 | 15,07 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 65 478 | 1,85 | 1 432 | 13,74 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 22 324 | −0,61 | 488 | 10,91 | ||||
| 2025-06-27 | NP | PMYRX - Victory Pioneer Equity Premium Income Fund Class Y | 40 000 | 775 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 14 429 | 0,00 | 316 | 11,70 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14 187 | 24,21 | 310 | 39,01 | ||||
| 2025-05-05 | 13F | BKM Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 66 058 | −34,35 | 1 294 | −17,89 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Icon Advisers Inc/co | 105 403 | −8,74 | 2 305 | 1,90 | ||||
| 2025-08-13 | 13F | Todd Asset Management Llc | 2 768 764 | 0,49 | 60 553 | 12,19 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 30 256 | 11,67 | 662 | 24,72 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 585 190 | −1,89 | 12 798 | 9,53 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 17 500 | −70,34 | 0 | −100,00 | |||
| 2025-08-05 | 13F | Simplex Trading, Llc | Call | 38 500 | −48,39 | 1 | −100,00 | |||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 203 856 | 0,74 | 4 458 | 12,46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12 611 | 0,06 | 0 | |||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10 000 | 219 | ||||||
| 2025-05-15 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 398 | −11,16 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Letko, Brosseau & Associates Inc | 49 459 | 0,00 | 1 082 | 11,67 | ||||
| 2025-08-26 | NP | Profunds - Profund Vp Europe 30 | 31 887 | 2,98 | 697 | 15,02 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 611 | 37,34 | 35 | 59,09 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 712 962 | 6,57 | 15 592 | 18,98 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 524 | 14,66 | 11 | 37,50 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 18 072 | 15,84 | 354 | 45,08 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 13 912 | 4,53 | 304 | 16,92 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 23 077 | 1,80 | 505 | 13,51 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Clear Street Markets Llc | Put | 3 500 | 77 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 169 856 | 15,66 | 3 540 | 35,85 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aquatic Capital Management LLC | 45 264 | −45,51 | 990 | −39,21 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 072 | −0,37 | 23 | 9,52 | ||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 37 231 | 63,40 | 814 | 82,51 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 963 | 2,88 | 21 | 16,67 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 3 086 | 5,22 | 67 | 17,54 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 220 108 | 324,03 | 5 | 300,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 11 193 | 88,12 | 245 | 110,34 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 61 | 1 | ||||||
| 2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | SIH Partners, LLLP | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-23 | 13F | Canopy Partners, LLC | 15 407 | 0,00 | 337 | 11,63 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 104 629 | 2,27 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 97 299 | 7,17 | 2 128 | 19,63 | ||||
| 2025-06-25 | NP | IPAYX - Integrity Dividend Summit Fund Class I | 5 000 | 97 | ||||||
| 2025-08-12 | 13F | Rhumbline Advisers | 77 071 | −1,16 | 1 686 | 10,35 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 14 211 | −1,99 | 311 | 9,15 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 10 906 | −4,95 | 239 | 6,25 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Call | 40 000 | −10,71 | 875 | −0,34 | |||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17 491 | 25,01 | 383 | 39,42 | ||||
| 2025-08-13 | 13F | Causeway Capital Management Llc | 1 540 694 | 5,49 | 33 695 | 17,77 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 14 641 | 1,60 | 320 | 13,48 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 566 | 0,00 | 12 | 9,09 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 49 057 | 3,75 | 1 073 | 15,77 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 41 815 | −8,89 | 819 | 13,91 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 560 | 0,00 | 12 | 20,00 | ||||
| 2025-06-23 | NP | UEPIX - Europe 30 Profund Investor Class | 5 693 | 74,10 | 110 | 103,70 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 50 224 | −0,24 | 1 098 | 11,36 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 14 718 | 5,81 | 322 | 18,01 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 208 818 | 4 567 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7 583 526 | −3,94 | 165 852 | 7,24 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 207 | 0,00 | 5 | 0,00 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 54 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 24 168 | 3,60 | 1 | |||||
| 2025-08-14 | 13F | Optiver Holding B.V. | Call | 99 300 | −39,85 | 2 172 | −32,87 | |||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 209 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 9 274 | 0 | ||||||
| 2025-08-14 | 13F | Optiver Holding B.V. | Put | 221 900 | 3,89 | 4 853 | 15,97 | |||
| 2025-08-18 | 13F | Rexford Capital Inc | 1 489 | 33 | ||||||
| 2025-07-11 | 13F | Viking Fund Management Llc | 5 000 | 109 | ||||||
| 2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 166 597 | −33,22 | 3 542 | −19,94 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 25 079 | 2,82 | 548 | 14,88 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares | 6 500 | 0,00 | 126 | 16,82 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 18 100 | −2,22 | 396 | 9,12 | ||||
| 2025-07-17 | 13F | City Holding Co | 887 | 82,14 | 19 | 111,11 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 22 003 | −50,66 | 481 | −44,90 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 21 705 | 0,02 | 475 | 11,53 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 332 350 | 80,34 | 7 268 | 101,33 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 172 364 | −18,56 | 4 | −25,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 743 | 0,00 | 17 | 21,43 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 428 | 0,00 | 9 | 12,50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 289 325 | 10,59 | 181 288 | 23,46 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 254 | 0,00 | 6 | 25,00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 12 626 | 7,04 | 276 | 19,48 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 27 727 | 5,95 | 609 | 17,57 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 79 618 | 3,69 | 1 741 | 15,76 | ||||
| 2025-08-06 | 13F | Paradigm Asset Management Co Llc | 5 200 | 0,00 | 114 | 11,88 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 12 117 | 4,38 | 265 | 16,74 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 21 977 | −4,40 | 481 | 6,67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 125 | 89,00 | 178 | 164,18 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 42 816 | 26,81 | 936 | 41,60 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 15 759 | −14,33 | 345 | −4,44 | ||||
| 2025-07-28 | NP | AVDEX - Avantis International Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40 498 | 0,00 | 861 | 19,78 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 63 216 | 3,13 | 1 383 | 15,17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20 382 | 42,12 | 446 | 58,93 | ||||
| 2025-08-20 | NP | FMIEX - Wasatch Global Value Fund Investor Class shares | 187 000 | 0,00 | 4 090 | 11,63 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 34 | 1 | ||||||
| 2025-08-14 | 13F | Wasatch Advisors Inc | 187 000 | 0,00 | 4 090 | 11,63 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 12 129 | −6,18 | 200 | 3,09 | ||||
| 2025-04-25 | 13F | Shilanski & Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Employees Retirement System of Texas | 7 699 | −83,00 | 0 | |||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 900 | 0,00 | 20 | 11,76 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 101 819 | 27,03 | 2 227 | 41,78 | ||||
| 2025-05-12 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 43 | 4,88 | 1 | |||||
| 2025-08-19 | 13F/A | L1 Capital Pty Ltd | 23 832 | 523 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 35 263 | 8,12 | 771 | 20,85 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 23 769 | 0,00 | 520 | 11,61 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 11 594 | 1,36 | 254 | 12,95 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 169 638 | 63,37 | 3 710 | 127,97 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 23 458 | 513 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 417 | 0,89 | 118 | 12,38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9 946 | −3,92 | 0 | |||||
| 2025-07-31 | 13F | Caitong International Asset Management Co., Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-28 | NP | AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 178 927 | 9,04 | 25 064 | 30,74 | ||||
| 2025-07-30 | 13F | Lorne Steinberg Wealth Management Inc. | 10 250 | 0,00 | 224 | 12,00 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 278 039 | 3,33 | 6 081 | 15,35 | ||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 841 000 | 0,00 | 18 393 | 11,64 | |||
| 2025-08-05 | 13F | NewSquare Capital LLC | 447 | 1 441,38 | 10 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1 865 | 4,48 | 41 | 17,65 | ||||
| 2025-08-08 | 13F | Creative Planning | 303 886 | 17,99 | 6 646 | 31,71 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 857 183 | 2,31 | 84 358 | 14,22 | ||||
| 2025-05-06 | 13F | Dorsey Wright & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4 000 | 14,29 | 87 | 27,94 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 4 428 349 | 4,18 | 97 | 15,66 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 3 558 | 17,85 | 78 | 10,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 23 159 | 15,67 | 506 | 29,08 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 9 215 | 202 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 495 | −44,94 | 11 | −41,18 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 366 376 | 5,04 | 8 013 | 17,27 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 704 617 | −2,80 | 15 410 | 8,51 | ||||
| 2025-08-25 | NP | IOEZX - ICON EQUITY INCOME FUND Institutional Class | 105 403 | −8,74 | 2 305 | 1,90 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 40 000 | 875 | ||||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | NP | FILFX - Strategic Advisers International Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 221 814 | 0,00 | 4 716 | 19,91 | ||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 155 242 | 6,63 | 3 395 | 19,08 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1 671 | 3,28 | 37 | 28,57 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-03-27 | NP | PTEU - Pacer Trendpilot European Index ETF | 14 808 | −13,89 | 245 | −21,22 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 23 872 | 11,92 | 522 | 25,18 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 34 648 | 2,13 | 758 | 14,01 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 82 065 | 0,00 | 1 795 | 11,64 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 529 | 372,32 | 12 | 450,00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 31 | 0,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 243 686 | −3,82 | 4 774 | 20,23 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 39 017 | 0,43 | 853 | 12,09 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 90 279 | −24,72 | 1 974 | −15,96 | ||||
| 2025-06-25 | NP | FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | −76 251 | −18,99 | −1 477 | −7,46 | |||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 23 629 | 14,27 | 517 | 27,41 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 21 302 | 9,39 | 466 | 22,05 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 44 671 | 13,51 | 977 | 26,75 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 11 807 | 21,95 | 258 | 36,51 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 81 384 | 4,28 | 1 780 | 16,43 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 31 447 | −10,65 | 688 | −0,29 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8 983 | 114,39 | 196 | 139,02 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 279 | 0,00 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 12 379 | 1,64 | 271 | 13,45 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 788 | −17,25 | 61 | −7,69 | ||||
| 2025-05-02 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Syverson Strege & Co | 10 252 | 224 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16 452 | 6,11 | 360 | 18,48 | ||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 216 | −77,17 | 5 | −77,78 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 355 | 0,00 | 8 | 16,67 | ||||
| 2025-08-07 | 13F | Teachers Retirement System Of The State Of Kentucky | 1 768 250 | −0,70 | 39 | 11,76 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 47 534 | 28,87 | 1 040 | 43,91 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 481 606 | −1,03 | 10 533 | 10,48 | ||||
| 2025-08-14 | 13F | XY Capital Ltd | 27 300 | 597 | ||||||
| 2025-05-15 | 13F | Jain Global LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 40 | 1 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 142 | 3,65 | 3 | 50,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 749 | 57,35 | 16 | 77,78 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 529 357 | 0,64 | 11 594 | 11,88 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 15 851 | 12,72 | 347 | 25,82 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 9 692 | 212 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 279 638 | 45,51 | 6 116 | 62,46 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3 932 | −13,53 | 86 | −4,49 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 33 542 | −7,92 | 734 | 2,81 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 18 017 | 1,36 | 394 | 13,22 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 38 689 | −6,65 | 846 | 4,32 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17 309 | 3,17 | 379 | 15,24 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 486 862 | 19,43 | 10 648 | 33,32 | ||||
| 2025-04-30 | 13F | Personal Cfo Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16 893 | 15,51 | 369 | 29,02 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 614 | 0,00 | 13 | 8,33 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 160 643 | 21,04 | 3 531 | 35,61 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 23 253 | −1,50 | 509 | 9,96 | ||||
| 2025-05-15 | 13F | Verition Fund Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 11 128 | −0,37 | 243 | 11,47 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 67 025 | −1,66 | 1 466 | 9,74 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 13 079 | 2,94 | 286 | 15,32 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 314 705 | 25,23 | 28 753 | 39,80 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 45 181 | 18,63 | 988 | 32,44 | ||||
| 2025-07-25 | 13F | Lincluden Management Ltd | 238 040 | −4,04 | 5 | 25,00 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 10 694 | 234 | ||||||
| 2025-04-29 | 13F | Callan Capital, LLC | 38 649 | 54,13 | 757 | 93,11 | ||||
| 2025-05-13 | 13F | AdvisorShares Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 22 558 | −15,15 | 493 | −5,19 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 400 | 0,00 | 9 | 14,29 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 49 | 1 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 8 560 | 43,70 | 187 | 61,21 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 723 954 | −0,73 | 16 796 | 17,44 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 469 | 98 | ||||||
| 2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va International Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18 092 | 0,00 | 350 | 17,06 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 11 910 | −79,27 | 260 | −76,89 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 1 013 421 | −21,24 | 22 164 | −12,07 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 500 | 11 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 62 789 | −1,99 | 1 373 | 9,40 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 58 537 | 4,78 | 1 280 | 17,00 | ||||
| 2025-08-13 | 13F | Capital Research Global Investors | 211 522 | −0,57 | 4 649 | 10,35 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 37 567 | 9,61 | 821 | 22,54 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 34 283 | 750 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 69 274 | 116,77 | 1 515 | 142,01 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 18 049 | −0,72 | 395 | 10,67 | ||||
| 2025-08-14 | 13F | Aristotle Capital Management, LLC | 6 537 283 | −3,07 | 142 971 | 8,22 | ||||
| 2025-08-27 | NP | RYEUX - Europe 1.25x Strategy Fund Class H | 524 | −85,11 | 11 | −83,82 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 9 780 | −0,50 | 215 | 11,98 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 49 233 | 2,50 | 1 077 | 14,47 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 154 | 3 | ||||||
| 2025-07-17 | 13F | V-Square Quantitative Management LLC | 1 683 | 37 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 12 484 | 16,86 | 273 | 30,62 | ||||
| 2025-08-07 | 13F | Galibier Capital Management Ltd. | 50 208 | −28,49 | 1 098 | −20,15 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 155 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 752 | 16 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 319 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 25 906 | −2,53 | 567 | 8,85 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 17 430 | −12,43 | 381 | −2,06 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 45 | 0,00 | 1 | |||||
| 2025-05-16 | 13F | Redwood Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 628 783 | 3,56 | 13 751 | 15,61 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 222 835 | −6,85 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 20 773 | −8,54 | 454 | 2,25 | ||||
| 2025-08-08 | 13F | Abc Arbitrage Sa | 236 873 | −26,97 | 5 180 | −18,46 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Mariner, LLC | 236 336 | 6,54 | 5 169 | 18,91 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 249 208 | −9,63 | 5 450 | 0,89 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 318 259 | −3,04 | 6 960 | 8,24 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 693 | 48,08 | 15 | 66,67 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 177 | −4,84 | 4 | 0,00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 370 | 13,50 | 30 | 26,09 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 70 511 | 11,47 | 1 542 | 24,46 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 14 700 | −38,24 | 323 | −31,42 | |||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 268 | 0,00 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Optas, LLC | 15 338 | −0,66 | 335 | 10,93 | ||||
| 2025-08-14 | 13F | State Street Corp | 242 880 | −43,89 | 5 312 | −37,36 | ||||
| 2025-08-13 | 13F | Arrowstreet Capital, Limited Partnership | 9 805 065 | −2,94 | 214 437 | 8,35 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 42 415 | −15,62 | 928 | −5,79 | ||||
| 2025-08-12 | 13F | Nuveen, LLC | 127 703 | −31,19 | 2 793 | −23,19 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 49 283 | 5,73 | 1 078 | 17,96 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 22 123 | 15,97 | 484 | 29,49 | ||||
| 2025-08-12 | 13F | RD Lewis Holdings, Inc. | 14 981 | 359 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 085 | 445,23 | 24 | 666,67 | ||||
| 2025-07-15 | 13F | Public Employees Retirement System Of Ohio | 417 618 | 0,00 | 9 133 | 11,64 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 43 446 | 8,03 | 950 | 20,71 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 190 867 | 33,57 | 4 174 | 49,12 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13 145 | −30,44 | 287 | −3,04 | ||||
| 2025-06-26 | NP | DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17 786 | 0,00 | 345 | 17,01 | ||||
| 2025-07-16 | 13F | American National Bank | 1 159 | 0,00 | 25 | 13,64 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 69 173 | −13,53 | 1 513 | −3,51 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 45 114 | 136,01 | 992 | 162,17 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 308 273 | −0,07 | 6 742 | 11,55 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 644 | 0,00 | 14 | 16,67 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 061 | 0,00 | 23 | 15,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Earnest Partners Llc | 34 693 | 16,13 | 759 | 29,57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 242 239 | −0,59 | 5 298 | 10,98 | ||||
| 2025-07-28 | NP | AVSD - Avantis Responsible International Equity ETF | 29 253 | −17,64 | 622 | −1,27 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Aigen Investment Management, Lp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 21 291 | −9,73 | 417 | 13,01 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 129 | 0,00 | 3 | 0,00 | ||||
| 2025-08-28 | NP | KOMP - SPDR S&P Kensho New Economies Composite ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 229 890 | −45,18 | 5 028 | −38,80 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 143 | 3 | ||||||
| 2025-04-24 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | GSIB - Themes Global Systemically Important Banks ETF | 21 557 | 82,78 | 471 | 103,90 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 23 231 | −11,51 | 508 | −1,17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 983 608 | 2,80 | 21 511 | 14,76 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 33 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 48 045 | 7 092,37 | 1 051 | 20 900,00 | ||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 16 823 | 19,50 | 368 | 33,45 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 101 795 | 0,40 | 2 226 | 12,08 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 574 | −2,71 | 13 | 9,09 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 24 106 | 527 | ||||||
| 2025-08-14 | 13F | Bayesian Capital Management, LP | 13 400 | 293 | ||||||
| 2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 300 | 0,00 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 11 216 | 7,99 | 245 | 20,69 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 72 658 | −22,02 | 1 589 | −12,93 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 63 677 | −57,11 | 1 393 | −52,13 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 526 340 | −4,52 | 11 511 | 6,59 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 819 | −83,08 | 18 | −81,91 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | Put | 11 700 | 256 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 20 300 | −99,24 | 444 | −99,16 | |||
| 2025-08-07 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 242 079 | 15,40 | 5 294 | 28,84 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 441 176 | 44,78 | 9 649 | 61,64 | ||||
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28 569 | −10,69 | 553 | 4,34 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 42 648 | 7,42 | 933 | 19,95 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 85 833 | 3,89 | 1 877 | 16,01 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 271 112 | 0,48 | 5 929 | 12,19 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 18 817 | 23,24 | 412 | 37,46 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 10 102 | 0,00 | 221 | 11,68 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 17 768 | 2,24 | 389 | 14,12 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 77 | 0,00 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 1 124 | 0,00 | 25 | 9,09 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 385 | −2,25 | 74 | 10,45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 508 | 121,59 | 142 | 195,83 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 179 056 | 0,80 | 3 916 | 12,53 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 22 227 | 124,02 | 486 | 150,52 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 102 | 2 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 123 467 | 58,61 | 2 712 | 71,21 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 722 | 1,90 | 234 | 13,59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 35 018 | 71,01 | 1 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 51 989 | 1 137 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 9 513 | 225 | ||||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 14 939 | 6,71 | 327 | 18,98 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 160 268 | −6,96 | 3 505 | 3,88 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 419 174 | 3,47 | 9 163 | 15,53 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 2 248 447 | 22,15 | 49 | 36,11 | ||||
| 2025-08-07 | 13F | Campbell & CO Investment Adviser LLC | 13 996 | −8,15 | 306 | 2,68 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 49 301 | 3,84 | 1 078 | 15,91 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 27 | 0,00 | 1 | |||||
| 2025-08-19 | 13F/A | Pitcairn Co | 16 493 | −14,98 | 361 | −5,26 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1 299 900 | 1 840,15 | 28 429 | 2 066,77 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 47 100 | −38,75 | 1 030 | −31,61 | |||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 58 808 | 4,96 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 103 951 | 69,68 | 2 273 | 89,42 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 559 | −1,70 | 34 | 9,68 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 77 880 | 3,10 | 1 703 | 13,84 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 13 000 | 284 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 908 396 | 2,58 | 41 737 | 14,52 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 146 191 | −1,77 | 3 197 | 9,67 | ||||
| 2025-08-12 | 13F | Entropy Technologies, LP | 10 870 | −80,48 | 238 | −78,26 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 18 | −51,35 | 0 | |||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 22 363 | 10,63 | 438 | 38,61 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 16 369 | 61,67 | 358 | 80,30 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 145 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 57 595 | 0,61 | 1 260 | 12,31 | ||||
| 2025-04-30 | 13F | Beverly Hills Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 195 984 | 10,02 | 4 286 | 22,84 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 247 | 0,00 | 5 | 25,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 013 | 25 | ||||||
| 2025-07-22 | 13F | Boston Common Asset Management, LLC | 274 090 | −2,48 | 5 994 | 8,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 67 299 | −2,94 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 29 583 | 0,37 | 647 | 11,96 | ||||
| 2025-08-29 | NP | LOPP - Gabelli Love Our Planet & People ETF | 4 516 | −10,18 | 99 | 0,00 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 567 485 | 0,00 | 12 411 | 11,63 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 96 685 | 1,23 | 2 115 | 13,05 | ||||
| 2025-06-26 | NP | DFAX - Dimensional World ex U.S. Core Equity 2 ETF | 92 618 | 0,00 | 1 794 | 16,95 | ||||
| 2025-07-15 | 13F | Maseco Llp | 2 210 | 48 | ||||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 712 | 16 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 74 282 | 21,75 | 1 625 | 35,90 | ||||
| 2025-08-25 | NP | LEGR - First Trust Indxx Innovative Transaction & Process ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36 947 | 5,38 | 808 | 17,78 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 154 857 | 3 387 | ||||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 40 616 | 18,63 | 888 | 32,54 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | NP | AVIV - Avantis International Large Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 113 608 | 17,32 | 2 415 | 40,73 | ||||
| 2025-08-12 | 13F | Marietta Investment Partners Llc | 116 431 | 92,09 | 2 546 | 114,49 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 12 146 | 14,43 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 468 184 | 10,28 | 10 239 | 23,12 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 12 889 | 0,00 | 282 | 11,51 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 612 511 | 14,73 | 13 396 | 28,08 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 964 | −4,24 | 43 | 5,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 104 | −43,17 | 2 | −33,33 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 100 | 0,00 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Qtron Investments LLC | 66 416 | 0,00 | 1 453 | 11,61 | ||||
| 2025-04-10 | 13F | Contravisory Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11 373 | −10,18 | 249 | 0,00 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 47 036 | 66,49 | 1 029 | 85,90 | ||||
| 2025-08-14 | 13F | Hyperion Capital Advisors LP | 27 977 | 46,72 | 612 | 63,81 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 20 017 | 13,77 | 438 | 27,03 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 152 | 0,00 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1 144 100 | 4 569,80 | 25 021 | 5 123,59 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 38 600 | −85,25 | 844 | −83,53 | |||
| 2025-04-30 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 506 | 0,00 | 0 | |||||
| 2025-03-25 | NP | PMARX - Pioneer Flexible Opportunities Fund : Class A Shares | 40 000 | 663 | ||||||
| 2025-07-25 | 13F | Pzena Investment Management Llc | 56 268 | 11,47 | 1 231 | 24,49 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 291 310 | −3,29 | 6 371 | 7,95 | ||||
| 2025-08-01 | 13F | Motco | 265 | 0,00 | 6 | 20,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 452 | 35,33 | 10 | 66,67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 103 596 | −2,74 | 2 266 | 8,58 | ||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 3 799 614 | −3,06 | 83 | 9,21 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 11 442 | 0,24 | 265 | 28,02 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 14 253 | 93,79 | 312 | 115,97 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 11 932 | 0,46 | 261 | 12,07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 880 | 10,99 | 150 | 22,95 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 18 977 | −7,05 | 415 | 4,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 617 | −88,74 | 276 | −87,47 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 12 900 | 3 125,00 | 282 | 3 928,57 | |||
| 2025-07-16 | 13F | Bonness Enterprises Inc | 82 000 | 0,00 | 1 793 | 11,64 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 61 937 | 1,65 | 1 363 | 14,07 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1 414 | 33 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 21 600 | −79,56 | 472 | −77,20 | |||
| 2025-08-06 | 13F | Savant Capital, LLC | 22 382 | 79,91 | 489 | 101,23 | ||||
| 2025-08-14 | 13F | SIH Partners, LLLP | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-21 | NP | MNCSX - Mercer Non-US Core Equity Fund Class I | 169 535 | −15,52 | 3 708 | −5,70 | ||||
| 2025-08-13 | 13F | Thornburg Investment Management Inc | 534 851 | 2,60 | 11 697 | −88,55 | ||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3 883 356 | 13,86 | 84 929 | 27,11 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 298 366 | 5,38 | 6 525 | 17,65 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 6 347 | 139 | ||||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 9 193 | 201 | ||||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 256 | 0,00 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 104 735 | 75,22 | 2 291 | 95,73 | ||||
| 2025-08-08 | 13F | Quinn Opportunity Partners LLC | 105 000 | −8,70 | 2 296 | 1,95 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 122 | 0,00 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 9 581 | 210 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 54 422 | 1,76 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 16 968 | 0,62 | 371 | 12,42 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 118 071 | −2,08 | 2 582 | 9,31 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 492 775 | −6,98 | 10 777 | 3,85 | ||||
| 2025-08-07 | 13F | Profund Advisors Llc | 36 866 | 3,57 | 806 | 15,64 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 24 929 | 11,38 | 545 | 24,43 | ||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 34 836 | −11,17 | 762 | −0,91 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 126 703 | 1,54 | 2 771 | 13,34 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 220 820 | 10,98 | 4 829 | 23,92 | ||||
| 2025-08-26 | NP | GMOI - GMO International Value ETF | 139 350 | 46,41 | 3 048 | 63,47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 59 974 | 16,84 | 1 303 | 29,65 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 14 | −88,62 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 39 055 | 10,26 | 854 | 23,23 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 21 147 | 3,97 | 462 | 16,08 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 589 594 | 6,86 | 12 894 | 19,30 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 10 000 | −2,19 | 219 | 9,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 376 | 3,30 | 8 | 14,29 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 13 068 | 11,19 | 286 | 23,91 | ||||
| 2025-08-13 | 13F | New York State Common Retirement Fund | 144 538 | 867,26 | 3 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13 773 | 301 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 152 785 | −1,14 | 3 341 | 10,37 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 15 278 | 0,00 | 334 | 11,71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 463 865 | 0,92 | 10 145 | 12,66 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 467 898 | 64,75 | 10 233 | 83,93 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 52 334 | 0,22 | 1 145 | 11,94 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 764 562 | 7,26 | 191 681 | 19,75 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 23 686 | 26,52 | 518 | 41,53 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 16 791 | −14,39 | 367 | −4,43 | ||||
| 2025-05-01 | 13F | Diversify Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 9 440 | 206 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 971 | 0,00 | 21 | 10,53 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity | 537 | −43,11 | 12 | −38,89 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 486 818 | −11,77 | 10 647 | −1,50 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 879 | 12,98 | 19 | 26,67 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 518 | 0,00 | 33 | 13,79 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 23 668 | 3,26 | 518 | 15,14 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 259 | 6 | ||||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 100 | 0,00 | 2 | 100,00 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 10 450 | 0,00 | 229 | 11,76 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 40 853 | 0,15 | 893 | 11,76 | ||||
| 2025-05-14 | 13F | Hotchkis & Wiley Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 60 893 207 | −4,14 | 1 331 734 | 7,02 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 409 | 13,17 | 31 | 25,00 | ||||
| 2025-08-08 | 13F | Sanders Capital, LLC | 143 785 | −19,73 | 3 145 | −10,40 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 54 | 1 | ||||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 93 015 | −3,19 | 2 034 | 8,08 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 156 904 | 79,85 | 3 431 | 100,76 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 135 091 | 6,85 | 2 954 | 19,31 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 44 951 | −5,32 | 989 | 6,12 | ||||
| 2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 76 377 | 8,02 | 1 670 | 20,58 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 13 732 | 2,95 | 300 | 14,94 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 600 019 | 10,57 | 122 472 | 23,44 | ||||
| 2025-07-30 | 13F | Covenant Partners, LLC | 49 131 | 0,00 | 1 074 | 11,64 | ||||
| 2025-07-21 | 13F | Cromwell Holdings LLC | 6 603 | 0,00 | 144 | 11,63 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 3 898 | 30,32 | 85 | 84,78 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8 099 | −31,57 | 177 | −23,38 | ||||
| 2025-08-14 | 13F | Challenger Wealth Management | 21 000 | 0,00 | 459 | 11,68 | ||||
| 2025-05-15 | 13F | Optiver Holding B.V. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | NP | CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class | 584 919 | −2,99 | 12 435 | 16,32 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 827 919 | 2,33 | 18 107 | 14,23 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 199 718 | 1,39 | 4 368 | 13,19 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | JCIC Asset Management Inc. | 4 330 | 8,79 | 85 | 35,48 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 22 686 | 496 | ||||||
| 2025-08-11 | 13F | Integrated Quantitative Investments LLC | 129 595 | 2 834 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 45 226 | 7,95 | 1 083 | 31,95 | ||||
| 2025-08-12 | 13F | Dimensional Fund Advisors Lp | 315 831 | −0,40 | 6 907 | 11,19 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 382 439 | 0,91 | 95 844 | 12,65 | ||||
| 2025-04-14 | 13F | Clean Yield Group | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 898 | −14,39 | 0 | |||||
| 2025-05-15 | 13F | Point72 Asset Management, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Caption Management, LLC | 108 500 | 0,00 | 2 373 | 11,62 | ||||
| 2025-08-14 | 13F | Caption Management, LLC | Call | 80 000 | 0,00 | 1 750 | 11,61 | |||
| 2025-08-07 | 13F | Midwest Trust Co | 19 989 | 437 | ||||||
| 2025-08-12 | 13F/A | Boston Partners | 201 078 | 0,18 | 4 413 | 12,38 | ||||
| 2025-08-13 | 13F | FORA Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2 845 | 0 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 341 298 | 19,40 | 7 464 | 33,31 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 490 | 41,21 | 11 | 66,67 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 56 686 | −9,53 | 1 | 0,00 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 67 504 | 39,05 | 1 476 | 55,37 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 325 | −52,14 | 7 | −46,15 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 17 532 | 2,60 | 383 | 14,67 | ||||
| 2025-08-14 | 13F | SIH Partners, LLLP | 24 800 | 0,00 | 542 | 11,75 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 203 336 | 6,66 | 4 447 | 19,07 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 137 620 | 1,43 | 3 010 | 13,21 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 403 | 9,51 | 9 | 14,29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 147 | 1 370,00 | 3 | |||||
| 2025-08-13 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 139 350 | 46,41 | 3 048 | 63,47 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 3 897 | 0,00 | 85 | 11,84 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 1 408 301 | 10,36 | 30 800 | 23,20 | ||||
| 2025-06-26 | NP | SNTKX - Steward International Enhanced Index Fund Class A | 131 717 | 0,00 | 2 551 | 16,91 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 854 | 0,00 | 19 | 12,50 | ||||
| 2025-05-06 | 13F | Jackson, Grant Investment Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 16 305 | 5,64 | 357 | 17,88 | ||||
| 2025-05-15 | 13F | Bridgefront Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 24 660 | 539 | ||||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 30 209 | −13,98 | 661 | −3,93 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 247 | −17,72 | 202 | −8,18 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 154 | 3 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 32 632 | 11,32 | 714 | 24,22 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 435 | 3,33 | 10 | 12,50 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 33 343 | 54,24 | 729 | 72,34 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 552 | 0,00 | 12 | 20,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10 011 | 219 | ||||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 480 218 | 4 224,73 | 10 500 | 4 738,25 | ||||
| 2025-03-27 | NP | PTIN - Pacer Trendpilot International ETF | 28 784 | −3,13 | 477 | −11,52 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 742 | −2,11 | 251 | 16,82 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 18 858 | 412 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12 410 | −6,04 | 271 | 5,04 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 40 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 66 013 | 13,52 | 1 451 | 25,98 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 335 | 7 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 974 637 | 10,84 | 21 315 | 23,74 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 162 | 86,80 | 173 | 129,33 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 111 | 0,00 | 2 | 0,00 |
