Grundläggande statistik
| Institutionella ägare | 1980 total, 1972 long only, 5 short only, 3 long/short - change of 1,42% MRQ |
| Genomsnittlig portföljallokering | 0.9089 % - change of 0,47% MRQ |
| Institutionella aktier (lång) | 401 938 811 (ex 13D/G) - change of 1,31MM shares 1,51% MRQ |
| Institutionellt värde (lång) | $ 46 246 653 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) har 1980 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 402,101,822 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Ameriprise Financial Inc, Stifel Financial Corp, and Pnc Financial Services Group, Inc. .
iShares Trust - iShares S&P 500 Growth ETF (BMV:IVW) 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
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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.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-29 | 13F | Theory Financial Llc | 41 350 | −7,35 | 5 021 | −1,24 | ||||
| 2025-10-23 | 13F | Guidance Point Advisors, LLC | 192 037 | −2,96 | 23 191 | 6,43 | ||||
| 2025-11-03 | 13F | Bensler, LLC | 20 286 | −4,41 | 2 449 | 4,79 | ||||
| 2025-11-12 | 13F | FineMark National Bank & Trust | 93 393 | 11,34 | 11 274 | 22,08 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-12 | 13F | Smith Chas P & Associates Pa Cpas | 3 093 | −41,03 | 373 | −35,36 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 31 647 | 1,09 | 3 821 | 10,85 | ||||
| 2025-11-17 | 13F | Palisade Asset Management, LLC | 5 706 | 0,00 | 689 | 9,55 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 11 522 | −17,55 | 1 322 | −2,58 | ||||
| 2025-11-12 | 13F | Cambridge Investment Research Advisors, Inc. | 1 142 758 | 1,30 | 138 | 10,48 | ||||
| 2025-10-09 | 13F | North Capital, Inc. | 26 | 4,00 | 3 | 50,00 | ||||
| 2025-11-14 | 13F | Federation des caisses Desjardins du Quebec | 8 508 | 1,61 | 1 027 | 11,51 | ||||
| 2025-10-24 | 13F/A | FLP Wealth Management, LLC | 4 808 | −29,81 | 580 | −23,08 | ||||
| 2025-11-07 | 13F | Accretive Wealth Partners, LLC | 3 624 | 0,00 | 437 | 9,52 | ||||
| 2025-11-13 | 13F | Legacy Advisors, LLC | 15 552 | 1 877 | ||||||
| 2025-10-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 2 735 | 0,00 | 330 | 9,63 | ||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 60 361 | −1,38 | 7 287 | 8,13 | ||||
| 2025-11-05 | 13F | Canvas Wealth Advisors, LLC | 4 563 | 0,80 | 552 | 6,77 | ||||
| 2025-11-10 | 13F | Cary Street Partners Financial Llc | 31 619 | 2,26 | 3 817 | 12,13 | ||||
| 2025-10-30 | 13F | Flagship Wealth Advisors, Llc | 49 539 | 27,01 | 5 980 | 39,26 | ||||
| 2025-11-13 | 13F/A | Cynosure Management, Llc | 2 844 | 0,00 | 343 | 9,58 | ||||
| 2025-11-26 | 13F | Lantern Wealth Advisors, LLC | 9 516 | −0,89 | 1 149 | 8,61 | ||||
| 2025-11-24 | 13F | CIBC Private Wealth Group, LLC | 78 944 | −11,36 | 9 530 | −2,80 | ||||
| 2025-10-21 | 13F | Presilium Private Wealth, Llc | 2 224 | 0,00 | 268 | 9,84 | ||||
| 2025-10-24 | 13F | We Are One Seven, LLC | 261 916 | 286,85 | 31 618 | 324,17 | ||||
| 2025-10-23 | 13F | Birch Hill Investment Advisors LLC | 7 051 | 0,00 | 851 | 9,66 | ||||
| 2025-11-13 | 13F | Loomis Sayles & Co L P | 3 335 | 33,35 | 403 | 46,18 | ||||
| 2025-11-04 | 13F | Centric Wealth Management | 1 928 | 0,05 | 241 | 8,60 | ||||
| 2025-11-12 | 13F | Integrated Advisors Network LLC | 78 897 | 10,51 | 9 524 | 21,17 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-10-10 | 13F | Newton One Investments LLC | 3 697 | −10,59 | 446 | −1,98 | ||||
| 2025-11-06 | 13F | Legacy Financial Strategies, LLC | 2 188 | 1,44 | 264 | 11,39 | ||||
| 2025-10-20 | 13F | James J. Burns & Company, LLC | 2 341 | −0,43 | 283 | 9,30 | ||||
| 2025-10-27 | 13F | Exencial Wealth Advisors, Llc | 79 438 | −1,13 | 9 590 | 8,40 | ||||
| 2025-10-22 | 13F | Cerity Partners LLC | 287 129 | −10,74 | 34 662 | −2,13 | ||||
| 2025-11-05 | 13F | Soundwatch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-11-03 | 13F | Hicks Capital Management Llc | 20 254 | 0,00 | 2 445 | 9,69 | ||||
| 2025-11-12 | 13F | American Wealth Advisors, LLC | 128 221 | 15 479 | ||||||
| 2025-10-17 | 13F | Chesapeake Asset Management Llc | 276 | 0,00 | 33 | 10,00 | ||||
| 2025-10-27 | 13F | LVZ Advisors, Inc. | 1 026 958 | 19,45 | 123 974 | 30,97 | ||||
| 2025-11-07 | 13F | Centennial Bank/AR/ | 234 | 0,00 | 28 | 12,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 17 328 | 2,67 | 2 092 | 12,54 | ||||
| 2025-11-10 | 13F | Journey Advisory Group, LLC | 6 153 | 0,00 | 743 | 9,60 | ||||
| 2025-11-04 | 13F | Callan Family Office, LLC | 193 833 | 8,65 | 23 399 | 19,13 | ||||
| 2025-11-14 | 13F | Trexquant Investment LP | 1 894 | −40,94 | 229 | −35,41 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 15 | 2 | ||||||
| 2025-10-03 | 13F | St. Clair Advisors, LLC | 50 046 | 0,01 | 6 042 | 9,66 | ||||
| 2025-10-31 | 13F | Liberty Wealth Management Llc | 257 637 | 2,74 | 31 102 | 12,65 | ||||
| 2025-11-14 | 13F | Williams Jones Wealth Management, LLC. | 6 338 | 0,00 | 765 | 9,76 | ||||
| 2025-10-30 | 13F | Forte Asset Management Llc | 10 250 | −12,77 | 1 237 | −4,33 | ||||
| 2025-11-14 | 13F/A | Leigh Baldwin & Co., Llc | 2 020 | −0,05 | 244 | 9,46 | ||||
| 2025-10-31 | 13F | Frazier Financial Advisors, LLC | 843 | 11,36 | 102 | 21,69 | ||||
| 2025-10-27 | 13F | Pullen Investment Management, LLC | 3 428 | 0,00 | 414 | 9,55 | ||||
| 2025-11-04 | 13F | SGL Investment Advisors, Inc. | 58 266 | 13,34 | 7 305 | 29,31 | ||||
| 2025-11-04 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 231 193 | −6,80 | 27 910 | 2,19 | ||||
| 2025-10-21 | 13F | SOA Wealth Advisors, LLC. | 7 593 | −1,52 | 917 | 8,02 | ||||
| 2025-10-15 | 13F | Avenue 1 Advisors, LLC | 2 906 | −9,70 | 351 | −1,13 | ||||
| 2025-10-20 | 13F | Burns J W & Co Inc/ny | 8 980 | −0,83 | 1 084 | 8,84 | ||||
| 2025-11-05 | 13F | Axim Planning & Wealth | 2 178 | −62,36 | 263 | −58,87 | ||||
| 2025-11-07 | 13F | Eq Llc | 158 933 | 6,77 | 19 186 | 17,07 | ||||
| 2025-11-06 | 13F | Allegheny Financial Group LTD | 3 456 | 0,00 | 417 | 9,74 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 0 | −100,00 | 0 | |||||
| 2025-10-16 | 13F | Gleason Group, Inc. | 297 | 0,00 | 36 | 9,38 | ||||
| 2025-10-17 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 10 738 | 0,00 | 1 296 | 9,64 | ||||
| 2025-10-22 | 13F | CoreCap Advisors, LLC | 143 071 | −17,38 | 17 272 | −9,41 | ||||
| 2025-10-27 | 13F | Harbor Investment Advisory, Llc | 36 918 | 3,73 | 4 457 | 13,73 | ||||
| 2025-10-23 | 13F | Kingswood Wealth Advisors, Llc | 24 378 | 14,68 | 2 943 | 25,73 | ||||
| 2025-10-23 | 13F | Strategic Blueprint, LLC | 63 499 | 2,74 | 7 666 | 12,65 | ||||
| 2025-10-07 | 13F | Graves-Light Private Wealth Management, Inc. | 40 089 | −10,29 | 4 840 | −1,65 | ||||
| 2025-10-08 | 13F | RDA Financial Network | 0 | −100,00 | 0 | |||||
| 2025-11-06 | 13F | Affinity Wealth Management Llc | 3 366 | 10,98 | 406 | 21,92 | ||||
| 2025-10-09 | 13F | Toth Financial Advisory Corp | 104 | 0,00 | 13 | 9,09 | ||||
| 2025-10-21 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 28 038 | 14,39 | 3 385 | 25,43 | ||||
| 2025-10-31 | 13F | NWF Advisory Services Inc. | 5 264 | 8,54 | 635 | 19,14 | ||||
| 2025-11-04 | 13F | Holistic Planning, LLC | 19 313 | 2,18 | 2 331 | 12,01 | ||||
| 2025-12-10 | 13F | Mainstay Capital Management Llc /adv | 0 | −100,00 | 0 | |||||
| 2025-11-06 | 13F | Krilogy Financial LLC | 11 639 | 16,08 | 1 438 | 30,37 | ||||
| 2025-11-14 | 13F | Gen-Wealth Partners Inc | 71 596 | 2,03 | 8 643 | 11,87 | ||||
| 2025-10-29 | 13F | Sanibel Captiva Trust Company, Inc. | 10 961 | 2,74 | 1 323 | 12,69 | ||||
| 2025-11-03 | 13F | AE Wealth Management LLC | 693 299 | 4,10 | 83 695 | 14,14 | ||||
| 2025-11-07 | 13F | Bbr Partners, Llc | 14 102 | 0,00 | 1 702 | 9,66 | ||||
| 2025-11-04 | 13F | Woodmont Investment Counsel Llc | 6 536 | 0,00 | 789 | 9,74 | ||||
| 2025-11-13 | 13F | Capital Group Private Client Services, Inc. | 7 666 | 0,12 | 925 | 9,73 | ||||
| 2025-10-16 | 13F | Krs Capital Management, Llc | 5 222 | 0,00 | 630 | 9,76 | ||||
| 2025-11-05 | 13F | Envestnet Asset Management Inc | 45 556 746 | 0,40 | 5 499 610 | 10,08 | ||||
| 2025-10-24 | 13F | Opal Wealth Advisors, LLC | 5 988 | −3,70 | 723 | 5,56 | ||||
| 2025-10-14 | 13F | True North Advisors, LLC | 2 394 | 289 | ||||||
| 2025-10-14 | 13F | Tactive Advisors, LLC | 24 209 | −1,52 | 2 923 | 7,98 | ||||
| 2025-10-31 | 13F | Patten & Patten Inc/tn | 4 234 | 87,59 | 511 | 106,05 | ||||
| 2025-10-09 | 13F | Affinity Capital Advisors, LLC | 6 321 | 0,00 | 767 | 10,36 | ||||
| 2025-11-12 | 13F | Montag A & Associates Inc | 9 258 | 0,00 | 1 118 | 9,62 | ||||
| 2025-11-12 | 13F | Rsm Us Wealth Management Llc | 431 975 | −3,10 | 52 148 | 6,24 | ||||
| 2025-11-10 | 13F | Sound View Wealth Advisors Group, LLC | 13 854 | 0,00 | 1 672 | 9,64 | ||||
| 2025-11-07 | 13F | Calton & Associates, Inc. | 27 267 | 10,53 | 3 292 | 21,17 | ||||
| 2025-11-14 | 13F | Northwestern Mutual Wealth Management Co | 1 677 939 | 1,30 | 202 561 | 11,08 | ||||
| 2025-10-16 | 13F | Willner & Heller, Llc | 3 476 | −0,37 | 420 | 9,11 | ||||
| 2025-11-13 | 13F | Graney & King, LLC | 817 | 0,00 | 99 | 10,11 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 112 123 | 0,00 | 13 536 | 9,65 | ||||
| 2025-11-06 | 13F | Northwest Financial Advisors | 3 986 | 0,43 | 481 | 10,32 | ||||
| 2025-10-22 | 13F | Nottingham Advisors, Inc. | 33 205 | −6,13 | 4 009 | 2,93 | ||||
| 2025-10-29 | 13F | Turtle Creek Wealth Advisors, LLC | 114 230 | 338,05 | 13 790 | 380,29 | ||||
| 2025-11-10 | 13F | Geometric Wealth Advisors | 6 832 | 0,00 | 825 | 9,57 | ||||
| 2025-10-28 | 13F | MBA Advisors LLC | 19 767 | −2,58 | 2 386 | 6,80 | ||||
| 2025-11-04 | 13F | Fourth Dimension Wealth, LLC | 100 | 0,00 | 12 | 9,09 | ||||
| 2025-11-10 | 13F | MAI Capital Management | 1 111 594 | −0,22 | 134 192 | 9,40 | ||||
| 2025-10-23 | 13F | Steigerwald, Gordon & Koch Inc. | 2 151 | −42,66 | 260 | −37,29 | ||||
| 2025-11-12 | 13F | Consolidated Portfolio Review Corp | 5 937 | −10,21 | 717 | −1,51 | ||||
| 2025-10-29 | 13F | FSR Wealth Management Ltd. | 3 024 | −2,39 | 365 | 7,04 | ||||
| 2025-11-13 | 13F | Seacrest Wealth Management, Llc | 6 097 | −4,29 | 744 | 5,99 | ||||
| 2025-11-13 | 13F | Winthrop Capital Management, LLC | 13 494 | 0,01 | 2 | 0,00 | ||||
| 2025-11-12 | 13F | Madison Wealth Partners, Inc | 6 416 | −17,37 | 775 | −9,37 | ||||
| 2025-11-12 | 13F | Trustmark National Bank Trust Department | 28 014 | −57,88 | 3 382 | −53,83 | ||||
| 2025-11-13 | 13F | Franklin Resources Inc | 76 336 | −2,55 | 9 215 | 6,85 | ||||
| 2025-10-31 | 13F | Modera Wealth Management, LLC | 714 830 | −0,85 | 86 294 | 8,72 | ||||
| 2025-11-12 | 13F | Tandem Capital Management Corp /adv | 1 853 | 0,00 | 224 | 9,31 | ||||
| 2025-10-06 | 13F | Fragasso Group Inc. | 2 276 | 0,04 | 276 | 10,00 | ||||
| 2025-10-17 | 13F | Total Wealth Planning, Llc | 45 284 | −7,11 | 5 467 | 1,84 | ||||
| 2025-10-23 | 13F | Capital Investment Advisors, LLC | 7 857 | 0,00 | 948 | 9,60 | ||||
| 2025-11-12 | 13F | Boston Family Office Llc | 27 399 | 0,00 | 3 | 0,00 | ||||
| 2025-10-29 | 13F | Sequoia Financial Advisors, LLC | 254 480 | −0,16 | 30 721 | 9,46 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 42 412 | 4,92 | 5 201 | 16,88 | ||||
| 2025-11-12 | 13F | Gutierrez Wealth Advisory, LLC | 5 456 | −0,20 | 659 | 9,48 | ||||
| 2025-10-27 | 13F | Crew Capital Management, Ltd. | 2 348 | −1,80 | 283 | 7,60 | ||||
| 2025-10-28 | 13F | Magnus Financial Group LLC | 34 617 | −0,41 | 4 179 | 9,17 | ||||
| 2025-11-13 | 13F | Bnp Paribas Arbitrage, Sa | 63 063 | −5,88 | 7 613 | 3,19 | ||||
| 2025-11-07 | 13F | Advisors Capital Management, LLC | 16 507 | 3,10 | 1 993 | 13,05 | ||||
| 2025-11-05 | 13F | Aurdan Capital Management, LLC | 3 530 | 0,00 | 426 | 9,79 | ||||
| 2025-10-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-03 | 13F | Florin Court Capital LLP | 91 100 | 24,11 | 10 998 | 36,08 | ||||
| 2025-11-05 | 13F | Wealthquest Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-14 | 13F | Snowden Capital Advisors LLC | 141 699 | 0,18 | 17 106 | 9,84 | ||||
| 2025-11-06 | 13F | Stratos Wealth Advisors, LLC | 36 538 | 4,18 | 4 411 | 14,22 | ||||
| 2025-11-12 | 13F | Baltimore-Washington Financial Advisors, Inc. | 2 276 | 275 | ||||||
| 2025-10-21 | 13F | Amplius Wealth Advisors, LLC | 5 634 | 0,11 | 680 | 9,85 | ||||
| 2025-10-24 | 13F | Valmark Advisers, Inc. | 619 350 | −2,05 | 74 768 | 7,40 | ||||
| 2025-11-13 | 13F | Beese Fulmer Investment Management, Inc. | 116 106 | −0,62 | 14 016 | 8,96 | ||||
| 2025-10-20 | 13F | Davidson Trust Co | 2 689 | 0,00 | 325 | 9,46 | ||||
| 2025-10-07 | 13F | Canandaigua National Bank & Trust Co | 5 398 | 2,49 | 652 | 12,44 | ||||
| 2025-11-13 | 13F | SwitchPoint Financial Planning, LLC | 4 656 | 0,00 | 562 | 9,77 | ||||
| 2025-10-31 | 13F | GHP Investment Advisors, Inc. | 203 848 | −1,48 | 24 609 | 8,02 | ||||
| 2025-11-17 | 13F | Blue Chip Partners, Inc. | 3 153 | −0,03 | 381 | 9,51 | ||||
| 2025-10-17 | 13F | Mayflower Financial Advisors, LLC | 117 528 | 4,77 | 14 188 | 14,87 | ||||
| 2025-10-30 | 13F | Select Asset Management & Trust | 3 666 | 0,00 | 0 | |||||
| 2025-10-14 | 13F | Precedent Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-10-31 | 13F | Northern Oak Wealth Management Inc | 361 933 | −11,53 | 43 693 | −3,00 | ||||
| 2025-10-14 | 13F | Ellenbecker Investment Group | 2 285 | −2,64 | 276 | 6,59 | ||||
| 2025-11-14 | 13F | Brown Advisory Inc | 120 393 | −0,22 | 14 534 | 9,40 | ||||
| 2025-11-13 | 13F | Clientfirst Wealth Management, LLC | 2 472 | 0,00 | 298 | 9,56 | ||||
| 2025-11-14 | 13F | Ellevest, Inc. | 3 604 | 0,08 | 435 | 9,85 | ||||
| 2025-10-21 | 13F | Guyasuta Investment Advisors Inc | 6 324 | 0,00 | 763 | 9,63 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 8 726 | −0,13 | 1 053 | 9,57 | ||||
| 2025-10-17 | 13F | Smallwood Wealth Investment Management, LLC | 8 | 0,00 | 1 | |||||
| 2025-10-30 | 13F | Canopy Partners, LLC | 12 036 | −1,10 | 1 453 | 8,44 | ||||
| 2025-11-06 | 13F | Balboa Wealth Partners | 12 020 | 1,80 | 1 451 | 11,62 | ||||
| 2025-11-14 | 13F | W Advisors, Llc | 118 718 | −0,69 | 14 332 | 8,89 | ||||
| 2025-10-27 | 13F | One Day In July LLC | 10 049 | −0,53 | 1 213 | 9,08 | ||||
| 2025-11-13 | 13F | Certified Advisory Corp | 24 923 | −1,26 | 3 009 | 8,28 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 1 527 | 0,00 | 0 | |||||
| 2025-10-29 | 13F | Inspire Advisors, LLC | 4 067 | 6,27 | 491 | 16,39 | ||||
| 2025-11-12 | 13F | Catalyst Financial Partners Llc | 8 397 | −0,62 | 1 014 | 8,92 | ||||
| 2025-10-17 | 13F | Monticello Wealth Management, Llc | 2 168 | −13,28 | 262 | −5,09 | ||||
| 2025-10-29 | 13F | Sage Mountain Advisors LLC | 10 263 | 2,54 | 1 239 | 12,44 | ||||
| 2025-11-03 | 13F | Carl P. Sherr & Co., LLC | 138 622 | −0,72 | 16 734 | 8,86 | ||||
| 2025-11-13 | 13F | Camden Capital, LLC | 6 127 | 158,63 | 740 | 184,23 | ||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 4 514 028 | −28,98 | 544 933 | −22,13 | ||||
| 2025-10-22 | 13F | BCS Wealth Management | 3 863 | −11,96 | 466 | |||||
| 2025-11-10 | 13F | Brio Consultants, LLC | 6 235 | 0,00 | 753 | 9,62 | ||||
| 2025-11-14 | 13F | Gallagher Fiduciary Advisors, LLC | 9 276 | −4,83 | 1 120 | 4,29 | ||||
| 2025-10-23 | 13F | CX Institutional | 109 551 | −6,68 | 13 | 8,33 | ||||
| 2025-10-24 | 13F | Winthrop Advisory Group LLC | 44 401 | −0,18 | 5 360 | 9,45 | ||||
| 2025-10-20 | 13F | Swisher Financial Concepts, Inc. | 3 248 | −5,33 | 392 | 3,98 | ||||
| 2025-10-22 | 13F | Garrison Point Advisors, Llc | 4 251 | 10,70 | 513 | 21,56 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-10-03 | 13F | First Citizens Financial Corp | 17 192 | 9,40 | 2 075 | 19,94 | ||||
| 2025-10-14 | 13F | Holland Advisory Services, Inc. | 4 085 | 0,12 | 493 | 9,80 | ||||
| 2025-11-05 | 13F | Wescott Financial Advisory Group, LLC | 87 668 | 4,01 | 10 583 | 14,04 | ||||
| 2025-11-07 | 13F | King Luther Capital Management Corp | 303 | 9,78 | ||||||
| 2025-11-04 | 13F | Atlantic Union Bankshares Corp | 12 871 | 1,42 | 1 554 | 11,17 | ||||
| 2025-10-31 | 13F | Ewa, Llc | 256 954 | −3,39 | 31 019 | 5,93 | ||||
| 2025-11-13 | 13F | Deutsche Bank Ag\ | 13 263 | −1,62 | 1 601 | 7,88 | ||||
| 2025-11-03 | 13F | Alta Wealth Advisors LLC | 18 349 | −2,10 | 2 215 | 7,37 | ||||
| 2025-11-07 | 13F | Perfromance Wealth Partners, LLC | 2 124 | 0,00 | 256 | 9,87 | ||||
| 2025-10-20 | 13F | Mallini Complete Financial Planning LLC | 261 | 9,66 | ||||||
| 2025-10-31 | 13F | Grand Wealth Management, Llc | 76 | 0,00 | 9 | 12,50 | ||||
| 2025-10-31 | 13F | Formulate Financial Llc | 47 437 | 5 727 | ||||||
| 2025-11-14 | 13F | North Forty Two & Co. | 1 972 | 0,00 | 238 | 9,68 | ||||
| 2025-10-22 | 13F | 4J Wealth Management LLC | 8 477 | 0,12 | 1 023 | 9,76 | ||||
| 2025-11-17 | 13F | Silicon Valley Capital Partners | 274 693 | −0,01 | 33 161 | 9,63 | ||||
| 2025-11-06 | 13F | MidWestOne Financial Group, Inc. | 4 435 | 0,00 | 535 | 9,63 | ||||
| 2025-10-21 | 13F | Davis Capital Management | 231 | 0,00 | 28 | 28,57 | ||||
| 2025-10-10 | 13F | First Bank & Trust | 2 184 | 0,00 | 264 | 9,58 | ||||
| 2025-11-14 | 13F | Menard Financial Group LLC | 2 129 | 0,00 | 257 | 9,83 | ||||
| 2025-10-15 | 13F | Gemmer Asset Management LLC | 10 868 | −5,08 | 1 312 | 4,13 | ||||
| 2025-10-20 | 13F | Chemistry Wealth Management LLC | 2 427 | 0,00 | 293 | 9,36 | ||||
| 2025-11-10 | 13F | Strategic Family Wealth Counselors, L.L.C. | 7 096 | 0,00 | 857 | 9,60 | ||||
| 2025-10-20 | 13F | TBH Global Asset Management, LLC | 2 779 | 335 | ||||||
| 2025-11-14 | 13F | Royal Bank Of Canada | 3 218 816 | 1,44 | 388 575 | 11,28 | ||||
| 2025-11-10 | 13F | Glassman Wealth Services | 5 697 | 0,00 | 688 | 9,57 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-10-06 | 13F | Stephenson National Bank & Trust | 3 009 | 0,00 | 363 | 9,67 | ||||
| 2025-10-20 | 13F | Moody Lynn & Lieberson, Llc | 9 704 | 0,14 | 1 171 | 9,85 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 13 083 | −7,19 | 1 579 | 1,81 | ||||
| 2025-10-31 | 13F | Latitude Advisors, LLC | 10 926 | 3,85 | 1 319 | 13,90 | ||||
| 2025-10-29 | 13F | Americana Partners, LLC | 9 651 | 0,62 | 1 165 | 10,32 | ||||
| 2025-10-21 | 13F | MN Wealth Advisors, LLC | 8 728 | −2,53 | 1 054 | 6,90 | ||||
| 2025-10-30 | 13F | Detalus Advisors, LLC | 226 720 | −2,30 | 27 370 | 7,12 | ||||
| 2025-11-12 | 13F | Interchange Capital Partners, LLC | 27 430 | −4,50 | 3 313 | 5,11 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-10-27 | 13F | Optima Capital Llc | 1 742 | 210 | ||||||
| 2025-10-16 | 13F | Bill Few Associates, Inc. | 1 798 | 217 | ||||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 2 810 | −19,90 | 309 | −4,92 | ||||
| 2025-11-06 | 13F | Breakwater Capital Group | 26 355 | −1,26 | 3 182 | 8,27 | ||||
| 2025-11-03 | 13F | Stablepoint Partners, LLC | 21 611 | 1,64 | 2 609 | 11,45 | ||||
| 2025-11-06 | 13F | Willis Johnson & Associates, Inc. | 122 771 | −2,36 | 14 821 | 7,06 | ||||
| 2025-10-30 | 13F | Covenant Asset Management, LLC | 1 882 | −1,67 | 227 | 8,10 | ||||
| 2025-11-14 | 13F | Sargent Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 2 443 | 295 | ||||||
| 2025-10-07 | 13F | St Germain D J Co Inc | 3 363 | 695,04 | 406 | 780,43 | ||||
| 2025-11-06 | 13F | CAPROCK Group, Inc. | 6 806 | −0,50 | 782 | 23,34 | ||||
| 2025-10-27 | 13F | First Horizon Corp | 35 099 | 6,61 | 4 237 | 76,98 | ||||
| 2025-10-27 | 13F | Gray Private Wealth, LLC | 35 503 | −3,27 | 4 286 | 6,04 | ||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 214 460 | −4,95 | 25 890 | 4,22 | ||||
| 2025-10-16 | 13F | BCU Wealth Advisors, LLC | 29 092 | −10,32 | 3 512 | −1,68 | ||||
| 2025-11-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 87 | 0,00 | 10 | 11,11 | ||||
| 2025-11-14 | 13F | Anchor Investment Management, LLC | 1 008 | 0,00 | 122 | 10,00 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 1 643 | −29,82 | 198 | −22,96 | ||||
| 2025-10-31 | 13F | Copia Wealth Management | 300 | 0,00 | 36 | 9,09 | ||||
| 2025-11-07 | 13F | GenTrust, LLC | 5 000 | 0,00 | 604 | 9,64 | ||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 7 624 | 27,24 | 920 | 39,61 | ||||
| 2025-11-07 | 13F | Guidance Capital, Inc | 2 076 | −0,43 | 255 | 9,48 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | Short | −35 341 | −36,07 | −3 891 | −24,17 | |||
| 2025-08-01 | 13F | Jennison Associates Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-10-16 | 13F | Hilltop Wealth Advisors, Llc | 32 993 | 2,15 | 3 983 | 12,01 | ||||
| 2025-11-12 | 13F | Beaton Management Co. Inc. | 2 080 | 0 | ||||||
| 2025-10-21 | 13F | Pictet North America Advisors SA | 4 872 | 0,00 | 588 | 9,70 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-10-20 | 13F | Seascape Capital Management | 4 716 | 0,00 | 1 | |||||
| 2025-10-30 | 13F | Quadrant Private Wealth Management, LLC | 86 899 | 4,66 | 10 490 | 14,76 | ||||
| 2025-10-21 | 13F | Eagle Strategies LLC | 15 548 | 0,01 | 1 877 | 9,64 | ||||
| 2025-12-11 | 13F/A | Seros Financial, LLC | 4 954 | 0,02 | 598 | 9,72 | ||||
| 2025-11-14 | 13F | Kickstand Ventures, Llc. | 52 242 | −5,80 | 6 307 | 3,29 | ||||
| 2025-11-14 | 13F | Wick Capital Partners, LLC | 5 812 | −67,13 | 702 | −0,85 | ||||
| 2025-11-12 | 13F | Integrity Advisory Solutions, LLC | 33 521 | 4 047 | ||||||
| 2025-10-08 | 13F | Retirement Wealth Solutions LLC | 40 098 | 12,07 | 4 841 | 22,87 | ||||
| 2025-11-20 | 13F | Centaurus Financial, Inc. | 80 313 | −1,13 | 10 | 12,50 | ||||
| 2025-11-06 | 13F | Onyx Bridge Wealth Group LLC | 2 883 | 1,66 | 348 | 11,22 | ||||
| 2025-10-31 | 13F | CFS Investment Advisory Services, LLC | 169 656 | −5,76 | 20 812 | 109 431,58 | ||||
| 2025-11-07 | 13F | Synergy Investment Management, LLC | 12 406 | 15,47 | 1 498 | 26,65 | ||||
| 2025-10-27 | 13F | Ashton Thomas Securities, Llc | 53 534 | 6 463 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 925 | 16,81 | 322 | 38,79 | ||||
| 2025-10-20 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4 814 | 0,00 | 581 | 9,62 | ||||
| 2025-11-12 | 13F | Chapman Financial Group, Llc | 59 | 7 | ||||||
| 2025-10-27 | 13F | Argentarii, LLC | 2 209 | 0,00 | 267 | 9,47 | ||||
| 2025-10-06 | 13F | Inspirion Wealth Advisors, Llc | 14 967 | 3,41 | 1 433 | −10,04 | ||||
| 2025-10-24 | 13F | Washington Trust Bank | 10 463 | −2,02 | 1 263 | 7,49 | ||||
| 2025-11-10 | 13F | Resources Investment Advisors, LLC. | 420 999 | −4,95 | 50 823 | 4,22 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-10-07 | 13F | Family Legacy Financial Solutions, LLC | 770 | 940,54 | 93 | 1 050,00 | ||||
| 2025-10-15 | 13F | Tritonpoint Wealth, Llc | 11 879 | 2,15 | 1 434 | 12,03 | ||||
| 2025-11-03 | 13F | Saxon Interests, Inc. | 3 360 | −1,26 | 386 | 22,54 | ||||
| 2025-11-14 | 13F | Clark Capital Management Group, Inc. | 7 043 | 57,63 | 850 | 73,12 | ||||
| 2025-11-14 | 13F | Lido Advisors, LLC | 3 639 449 | 6,47 | 439 354 | 16,74 | ||||
| 2025-10-21 | 13F | Moss Adams Wealth Advisors LLC | 11 468 | 0,00 | 1 384 | 9,67 | ||||
| 2025-10-31 | 13F | Instrumental Wealth, Llc | 147 298 | 0,13 | 18 324 | 12,01 | ||||
| 2025-11-05 | 13F | Post Resch Tallon Group Inc. | 1 861 | 0,00 | 225 | 9,80 | ||||
| 2025-11-05 | 13F | Financial & Tax Architects, LLC | 12 105 | 1 461 | ||||||
| 2025-11-10 | 13F | Arbor Trust Wealth Advisors, Llc | 3 505 | 0,11 | 423 | 9,87 | ||||
| 2025-11-06 | 13F | Gables Capital Management Inc. | 35 000 | 0,00 | 4 225 | 9,65 | ||||
| 2025-11-14 | 13F | TRUE Private Wealth Advisors | 107 773 | 597,24 | 13 010 | 664,84 | ||||
| 2025-11-12 | 13F | Element Pointe Advisors, Llc | 85 699 | 0,01 | 10 346 | 9,66 | ||||
| 2025-11-17 | 13F/A | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-10-22 | 13F | Daymark Wealth Partners, Llc | 40 423 | 4,97 | 4 880 | 15,10 | ||||
| 2025-10-22 | 13F | Bouvel Investment Partners, LLC | 33 259 | −3,19 | 4 015 | 6,16 | ||||
| 2025-10-23 | 13F | Coastal Investment Advisors, Inc. | 1 027 | −8,47 | 124 | 0,81 | ||||
| 2025-10-30 | 13F | Allegiance Financial Group Advisory Services LLC | 2 172 | −50,44 | 262 | −45,64 | ||||
| 2025-10-08 | 13F | Sendero Wealth Management, LLC | 15 866 | −2,63 | 1 915 | 6,80 | ||||
| 2025-10-31 | 13F | Global Assets Advisory, LLC | 3 913 | −19,19 | 472 | −10,44 | ||||
| 2025-11-07 | 13F | Main Street Group, LTD | 3 864 | −9,66 | 466 | −0,85 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 11 568 | −4,67 | 1 318 | 16,96 | ||||
| 2025-10-22 | 13F | Spirepoint Private Client, Llc | 28 268 | 1,01 | 3 413 | 10,74 | ||||
| 2025-10-20 | 13F | Koss-Olinger Consulting, LLC | 118 205 | 0,38 | 13 014 | 0,38 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Cim, Llc | 2 603 | 1,01 | 314 | 10,95 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-10-31 | 13F | Whittier Trust Co Of Nevada Inc | 18 658 | 12,28 | 2 259 | 23,46 | ||||
| 2025-10-20 | 13F | JB Capital LLC | 1 204 563 | 0,22 | 145 415 | 9,89 | ||||
| 2025-10-10 | 13F | SK Wealth Management, LLC | 11 752 | −1,55 | 1 434 | 8,39 | ||||
| 2025-10-22 | 13F | Old Second National Bank Of Aurora | 5 401 | −6,90 | 652 | 2,19 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 6 984 | −0,61 | 769 | 17,79 | ||||
| 2025-11-03 | 13F | Howard Wealth Management, Llc | 32 112 | −4,27 | 3 877 | 4,96 | ||||
| 2025-10-21 | 13F | Morris Financial Concepts, Inc. | 42 400 | −0,10 | 5 119 | 9,52 | ||||
| 2025-10-23 | 13F | Sage Financial Management Group, Inc. | 8 920 | 0,00 | 1 077 | |||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 4 519 | 0,00 | 546 | 9,66 | ||||
| 2025-10-21 | 13F | ETF Portfolio Partners, Inc. | 18 161 | −2,66 | 2 192 | 6,72 | ||||
| 2025-10-24 | 13F | R. W. Roge & Company, Inc. | 44 920 | −2,59 | 5 | 0,00 | ||||
| 2025-10-21 | 13F | Tradewinds Capital Management, LLC | 708 | −12,27 | 85 | −3,41 | ||||
| 2025-11-03 | 13F | Disciplined Investments, LLC | 5 894 | 0,00 | 712 | 9,72 | ||||
| 2025-11-12 | 13F | Ascent Capital Management, LLC | 117 036 | −0,07 | 14 129 | 9,56 | ||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 23 113 | −11,33 | 2 790 | −2,75 | ||||
| 2025-11-06 | 13F | IMA Wealth, Inc. | 1 031 | 0,00 | 125 | 9,73 | ||||
| 2025-10-23 | 13F | ShoreHaven Wealth Partners, LLC | 255 391 | 1,92 | 30 831 | 11,76 | ||||
| 2025-11-04 | 13F | Keybank National Association/oh | 761 658 | −1,57 | 91 947 | 7,93 | ||||
| 2025-11-17 | 13F | Hancock Whitney Corp | 97 262 | −3,90 | 11 741 | 5,37 | ||||
| 2025-11-13 | 13F | Zuckerman Investment Group, LLC | 2 485 | 0,00 | 300 | 9,52 | ||||
| 2025-11-13 | 13F | Black Swift Group, LLC | 3 256 | −5,21 | 393 | 3,97 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 54 904 | 380,18 | 6 632 | 420,16 | ||||
| 2025-10-23 | 13F | Finley Financial, LLC | 16 420 | −4,09 | 1 982 | 5,20 | ||||
| 2025-10-31 | 13F | Capital Investment Counsel, Inc | 0 | −100,00 | 0 | |||||
| 2025-10-07 | 13F | Salem Investment Counselors Inc | 10 344 | 0,00 | 1 249 | 9,67 | ||||
| 2025-10-29 | 13F | Glass Jacobson Investment Advisors llc | 3 562 | −1,30 | 430 | 8,31 | ||||
| 2025-11-10 | 13F | Rice Partnership, LLC | 839 | 25,60 | 101 | 38,36 | ||||
| 2025-10-17 | 13F | Everpar Advisors Llc | 9 304 | 3,27 | 1 123 | 13,32 | ||||
| 2025-12-02 | 13F | Allworth Financial LP | 530 547 | −1,14 | 64 048 | 8,39 | ||||
| 2025-10-22 | 13F | Courage Miller Partners, LLC | 5 249 | −6,65 | 634 | 2,26 | ||||
| 2025-10-10 | 13F | ABLE Financial Group, LLC | 6 016 | 4,01 | 726 | 14,15 | ||||
| 2025-10-29 | 13F | Family Wealth Group, LLC | 9 879 | 16,90 | 1 193 | 28,17 | ||||
| 2025-10-21 | 13F | Hubbell Strickland Wealth Management, LLC | 3 472 | 0,12 | 419 | 9,97 | ||||
| 2025-10-23 | 13F | Clarity Capital Advisors, LLC | 2 366 | −28,95 | 286 | −22,13 | ||||
| 2025-10-27 | 13F | N.E.W. Advisory Services LLC | 4 217 | −2,09 | 509 | 7,38 | ||||
| 2025-11-12 | 13F | New Age Alpha Advisors, LLC | 3 991 | −24,57 | 482 | −17,35 | ||||
| 2025-10-17 | 13F | Perigon Wealth Management, LLC | 103 496 | −1,47 | 12 494 | 8,03 | ||||
| 2025-11-14 | 13F | Rps Advisory Solutions Llc | 7 219 | −92,00 | 871 | −91,24 | ||||
| 2025-10-30 | 13F | Accredited Investors Inc. | 4 638 | 0,00 | 560 | 9,61 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 3 053 | 9,62 | 289 | −0,69 | ||||
| 2025-10-22 | 13F | GoalVest Advisory LLC | 292 | 0,00 | 35 | 9,38 | ||||
| 2025-10-28 | 13F | Jackson Hole Capital Partners, LLC | 49 131 | 1,27 | 5 931 | 11,05 | ||||
| 2025-11-14 | 13F | Maripau Wealth Management Llc | 14 617 | −7,43 | 1 765 | 1,61 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 45 212 | −11,32 | 5 017 | 6,02 | ||||
| 2025-10-27 | 13F | O'Connor Financial Group LLC | 4 694 | −0,59 | 567 | 8,22 | ||||
| 2025-11-12 | 13F | Twin Focus Capital Partners, Llc | 116 995 | 16,76 | 14 124 | 28,02 | ||||
| 2025-11-05 | 13F | Howe & Rusling Inc | 257 | 484,09 | 31 | 675,00 | ||||
| 2025-10-28 | 13F | Evolution Wealth Advisors, LLC | 10 230 | −60,40 | 1 235 | −56,61 | ||||
| 2025-11-14 | 13F | Moors & Cabot, Inc. | 1 868 | 226 | ||||||
| 2025-11-14 | 13F | Wimmer Associates 1, Llc | 6 300 | 0,00 | 761 | 9,67 | ||||
| 2025-10-29 | 13F | Partners Wealth Management, Llc | 16 216 | 9,04 | 1 958 | 40,79 | ||||
| 2025-11-14 | 13F | XTX Topco Ltd | 2 119 | 256 | ||||||
| 2025-10-22 | 13F | Greenspring Advisors, LLC | 1 680 | 203 | ||||||
| 2025-11-10 | 13F | Vestmark Advisory Solutions, Inc. | 273 381 | 231,73 | 33 003 | 263,74 | ||||
| 2025-10-15 | 13F | ARS Investment Partners, LLC | 3 122 | 32,29 | 377 | 45,17 | ||||
| 2025-11-06 | 13F | Wesbanco Bank Inc | 12 860 | 0,39 | 1 552 | 10,07 | ||||
| 2025-10-10 | 13F | Sharkey, Howes & Javer | 327 477 | 1,71 | 39 533 | 11,52 | ||||
| 2025-10-23 | 13F | Venturi Wealth Management, LLC | 31 025 | 11,81 | 3 745 | 22,63 | ||||
| 2025-08-07 | 13F | Payden & Rygel | 0 | −100,00 | 0 | |||||
| 2025-11-07 | 13F | Sageworth Trust Co | 13 000 | 67,44 | 1 569 | 83,72 | ||||
| 2025-10-27 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | −100,00 | 0 | |||||
| 2025-11-03 | 13F | J. Safra Sarasin Holding AG | 9 500 | 0,00 | 1 142 | 9,71 | ||||
| 2025-11-10 | 13F | Zhang Financial LLC | 15 735 | 32,17 | 1 900 | 44,96 | ||||
| 2025-11-05 | 13F | Ledyard National Bank | 2 139 | −9,78 | 258 | −1,15 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 11 641 | 1,00 | 1 | 0,00 | ||||
| 2025-11-06 | 13F | May Barnhard Investments LLC | 7 113 | 0,06 | 859 | 9,72 | ||||
| 2025-10-29 | 13F | Frontier Asset Management, LLC | 63 162 | 1,95 | 7 625 | 11,77 | ||||
| 2025-10-14 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 950 939 | −5,39 | 114 797 | 3,74 | ||||
| 2025-10-28 | 13F | Csenge Advisory Group | 244 213 | −2,23 | 29 481 | 13,95 | ||||
| 2025-11-07 | 13F | Cassaday & Co Wealth Management LLC | 10 143 | 0,00 | 1 224 | 9,68 | ||||
| 2025-10-07 | 13F | Montecito Bank & Trust | 25 789 | −0,64 | 3 113 | 29,22 | ||||
| 2025-10-09 | 13F | Sprinkle Financial Consultants LLC | 22 096 | −0,79 | 2 667 | 8,77 | ||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 72 607 | 484,88 | 8 765 | 541,65 | ||||
| 2025-11-12 | 13F | Ballast Advisors Llc | 838 | 0,00 | 101 | 9,78 | ||||
| 2025-11-07 | 13F | Murphy & Mullick Capital Management Corp | 884 | 0,00 | 107 | 6,00 | ||||
| 2025-10-17 | 13F | MKT Advisors LLC | 12 062 | −0,12 | 1 462 | 11,09 | ||||
| 2025-10-21 | 13F | Capital Advisors Inc/ok | 71 147 | −0,48 | 8 589 | 9,12 | ||||
| 2025-10-16 | 13F | Beacon Investment Advisory Services, Inc. | 1 971 | 3,36 | 238 | 13,40 | ||||
| 2025-10-24 | 13F | Culbertson A N & Co Inc | 7 372 | 0,00 | 890 | 9,62 | ||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 45 871 | 1,39 | 5 538 | 11,16 | ||||
| 2025-11-14 | 13F | KKM Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-11-04 | 13F | Thrivent Financial For Lutherans | 1 441 392 | 196,87 | 174 | 228,30 | ||||
| 2025-11-12 | 13F | Freestone Capital Holdings, LLC | 19 548 | 0,02 | 2 360 | 9,67 | ||||
| 2025-10-15 | 13F | Busey Wealth Management | 336 790 | −1,38 | 40 657 | 8,13 | ||||
| 2025-10-30 | 13F | Coign Capital Advisors LLC | 25 286 | −0,45 | 3 053 | 9,16 | ||||
| 2025-10-20 | 13F | Continuum Advisory, LLC | 9 645 | 4,47 | 1 164 | 14,57 | ||||
| 2025-10-23 | 13F | Palouse Capital Management, Inc. | 2 480 | 0,00 | 299 | 9,52 | ||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 54 026 | 4,06 | 6 522 | 14,08 | ||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 672 804 | −2,73 | 81 221 | 6,66 | ||||
| 2025-11-14 | 13F | Quantinno Capital Management LP | 153 044 | 47,70 | 18 475 | 61,95 | ||||
| 2025-10-15 | 13F | Enclave Advisors LLC | 12 503 | 2,35 | 1 509 | 12,28 | ||||
| 2025-11-13 | 13F | Catalytic Wealth RIA, LLC | 79 576 | −0,41 | 9 606 | 9,21 | ||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 3 403 | 0,00 | 411 | |||||
| 2025-11-14 | 13F | Integrated Wealth Concepts LLC | 256 883 | −50,15 | 31 011 | −45,34 | ||||
| 2025-10-27 | 13F | Midwest Capital Advisors, LLC | 6 242 | 0,13 | 753 | 9,77 | ||||
| 2025-10-22 | 13F | Keystone Wealth Services, LLC | 32 615 | 85,32 | 3 937 | 103,25 | ||||
| 2025-10-03 | 13F | Aaron Wealth Advisors LLC | 9 003 | 0,00 | 1 087 | 9,59 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-10-10 | 13F | Diversified Enterprises, LLC | 5 811 | −2,94 | 701 | 6,37 | ||||
| 2025-11-04 | 13F | Meridian Wealth Management, LLC | 6 985 | −2,65 | 843 | 6,84 | ||||
| 2025-10-14 | 13F | CPR Investments Inc. | 4 317 | −17,72 | 521 | −9,71 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-04 | 13F | Cornerstone Planning Group LLC | 38 096 | 2 039,02 | 4 739 | 2 257,71 | ||||
| 2025-10-07 | 13F | Cooper Financial Group | 11 824 | −3,34 | 1 427 | 6,02 | ||||
| 2025-11-04 | 13F | Welch & Forbes Llc | 7 689 | 0,00 | 928 | 9,69 | ||||
| 2025-10-21 | 13F | PUREfi Wealth, LLC | 5 475 | −8,80 | 661 | 0,00 | ||||
| 2025-11-12 | 13F | Level Four Advisory Services, Llc | 107 553 | 0,58 | 12 984 | 10,28 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 3 206 | 0,00 | 387 | 9,94 | ||||
| 2025-11-04 | 13F | Transcendent Capital Group LLC | 58 673 | 8,94 | 7 083 | 19,45 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 21 | 2 | ||||||
| 2025-11-12 | 13F | Dogwood Wealth Management LLC | 137 | 0,00 | 17 | 6,67 | ||||
| 2025-11-03 | 13F | TD Waterhouse Canada Inc. | 8 879 | −1,06 | 1 079 | 10,55 | ||||
| 2025-11-12 | 13F | JT Stratford LLC | 37 484 | 0,68 | 4 525 | 10,39 | ||||
| 2025-11-14 | 13F | VestGen Advisors, LLC | 167 496 | −1,13 | 20 220 | 5,03 | ||||
| 2025-10-28 | 13F | Inlight Wealth Management, LLC | 210 897 | 0,00 | 211 | 0,00 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 5 675 | 685 | ||||||
| 2025-10-23 | 13F | Trust Co Of Virginia /va | 11 796 | 0,00 | 1 424 | 9,71 | ||||
| 2025-11-04 | 13F | Mutual Advisors, LLC | 138 992 | 0,83 | 16 881 | 7,55 | ||||
| 2025-10-28 | 13F | Nations Financial Group Inc, /ia/ /adv | 41 216 | 6,31 | 4 976 | 16,57 | ||||
| 2025-11-12 | 13F | Arcadia Wealth Management, LLC | 9 216 | 27,50 | 1 113 | 39,87 | ||||
| 2025-11-05 | 13F | MCF Advisors LLC | 2 638 | 0,00 | 318 | 9,66 | ||||
| 2025-10-21 | 13F | First National Bank Sioux Falls | 10 967 | −0,41 | 1 324 | 9,16 | ||||
| 2025-11-07 | 13F | Investment Partners, Ltd. | 53 748 | 0,00 | 6 488 | 9,65 | ||||
| 2025-10-21 | 13F | Ascent Wealth Partners, LLC | 58 767 | −2,71 | 7 094 | 6,68 | ||||
| 2025-10-14 | 13F | ADG Wealth Management Group, LLC | 241 164 | −0,91 | 29 113 | 8,65 | ||||
| 2025-11-06 | 13F | MidAtlantic Capital Management, Inc. | 10 476 | −4,82 | 1 265 | 4,38 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-11-10 | 13F | Cary Street Partner Investment Advisory Llc | 7 265 | 2,21 | 877 | 12,15 | ||||
| 2025-11-13 | 13F | Beaird Harris Wealth Management, LLC | 1 664 | 0,00 | 201 | 9,29 | ||||
| 2025-09-26 | NP | BINT - Bluemonte Global Equity ETF | 26 | 3 | ||||||
| 2025-11-17 | 13F | First Foundation Advisors | 56 489 | 11,03 | 6 819 | 21,75 | ||||
| 2025-11-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 3 185 | 0,00 | 384 | 9,71 | ||||
| 2025-11-05 | 13F | Fusion Capital, LLC | 4 868 | −0,94 | 608 | 12,41 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 10 376 | −23,73 | 1 253 | −16,37 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 28 843 | −18,22 | 3 176 | −3,02 | ||||
| 2025-11-10 | 13F | First American Trust, Fsb | 3 021 | 0,00 | 365 | 9,64 | ||||
| 2025-11-07 | 13F | Florida Financial Advisors, Llc | 2 006 | −84,97 | 242 | −83,53 | ||||
| 2025-10-29 | 13F | Inscription Capital, LLC | 1 836 | 222 | ||||||
| 2025-10-10 | 13F | Pathway Financial Advisors LLC | 30 150 | 0,00 | 3 640 | 9,64 | ||||
| 2025-10-29 | 13F | Sterling Investment Advisors Llc /adv | 9 604 | 57,99 | 1 159 | −30,26 | ||||
| 2025-11-07 | 13F | BOK Financial Private Wealth, Inc. | 309 677 | −3,95 | 37 384 | 5,32 | ||||
| 2025-11-14 | 13F | Fairview Capital Investment Management, Llc | 2 431 | 0,00 | 294 | 9,74 | ||||
| 2025-10-16 | 13F | Hoese & Co LLP | 1 032 | 0,00 | 125 | 9,73 | ||||
| 2025-11-03 | 13F | Hollencrest Capital Management | 10 645 | 0,00 | 1 285 | 9,64 | ||||
| 2025-11-13 | 13F | Basso Capital Management, L.p. | 201 | 0,00 | 24 | 9,09 | ||||
| 2025-11-12 | 13F | Mengis Capital Management, Inc. | 4 659 | 0,02 | 562 | 9,77 | ||||
| 2025-11-10 | 13F | EverSource Wealth Advisors, LLC | 28 372 | 10,56 | 3 425 | 21,24 | ||||
| 2025-11-06 | 13F | PFG Private Wealth Management, LLC | 3 161 | 382 | ||||||
| 2025-11-13 | 13F | Carret Asset Management, Llc | 46 021 | 2,05 | 5 556 | 11,88 | ||||
| 2025-10-06 | 13F | Gradient Investments LLC | 2 476 | 27,89 | 299 | 39,91 | ||||
| 2025-10-10 | 13F | Sound Income Strategies, LLC | 31 322 | 4,57 | 3 823 | 15,95 | ||||
| 2025-10-21 | 13F | Mattern Capital Management, Llc | 1 875 | −4,04 | 226 | 5,12 | ||||
| 2025-11-13 | 13F | Sei Investments Co | 186 856 | −3,60 | 22 557 | 5,70 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1 548 | −31,96 | 187 | −25,60 | ||||
| 2025-11-13 | 13F | United Financial Planning Group LLC | 574 | 74 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 3 442 | 18,28 | 379 | 40,00 | ||||
| 2025-11-06 | 13F | Rhumbline Advisers | 27 880 | 0,00 | 3 366 | 9,64 | ||||
| 2025-11-14 | 13F | Rockefeller Capital Management L.P. | 677 237 | 2,02 | 81 756 | 11,47 | ||||
| 2025-11-03 | 13F | Novare Capital Management Llc | 83 441 | 6,65 | 10 073 | 16,94 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-10-21 | 13F | Global Retirement Partners, LLC | 253 769 | 5,14 | 30 635 | 15,29 | ||||
| 2025-10-22 | 13F | Cardinal Strategic Wealth Guidance | 1 326 | 0,00 | 160 | 10,34 | ||||
| 2025-10-27 | 13F | Retirement Planning Group | 74 562 | −0,41 | 9 001 | 9,21 | ||||
| 2025-10-14 | 13F | Voisard Asset Management Group, Inc. | 2 292 | 0,00 | 277 | 9,52 | ||||
| 2025-10-27 | 13F | Stephens Inc /ar/ | 38 632 | −1,55 | 4 664 | 7,94 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 2 843 | 0,00 | 343 | 9,58 | ||||
| 2025-10-27 | 13F | Janney Montgomery Scott LLC | 2 151 752 | −4,12 | 260 | 4,86 | ||||
| 2025-10-20 | 13F | Diversified Trust Co | 42 580 | 251,41 | 5 140 | 285,31 | ||||
| 2025-11-10 | 13F | Novem Group | 18 870 | 100,83 | 2 278 | 120,31 | ||||
| 2025-11-04 | 13F | Ashton Thomas Private Wealth, LLC | 183 571 | 68,43 | 22 161 | 84,68 | ||||
| 2025-10-22 | 13F | Bernardo Wealth Planning LLC | 20 182 | 0,00 | 2 436 | 121 700,00 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 17 913 | 476,17 | 2 162 | 532,16 | ||||
| 2025-10-16 | 13F | Trust Co Of Toledo Na /oh/ | 4 867 | 0,00 | 588 | 9,72 | ||||
| 2025-10-15 | 13F | Summit Financial Consulting LLC | 55 552 | 6 706 | ||||||
| 2025-10-23 | 13F | Ramiah Investment Group | 29 448 | 3 555 | ||||||
| 2025-11-04 | 13F | Tsfg, Llc | 18 732 | −6,24 | 2 | 0,00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 35 762 | −16,51 | 3 937 | −0,98 | ||||
| 2025-10-30 | 13F | Brandywine Oak Private Wealth Llc | 5 524 | 0,00 | 667 | 9,54 | ||||
| 2025-11-05 | 13F | Vantage Financial Partners, LLC | 2 556 | 2,49 | 309 | 12,41 | ||||
| 2025-11-14 | 13F | Toroso Investments, LLC | 1 946 | −6,08 | 235 | 2,63 | ||||
| 2025-10-14 | 13F | Welch Group, LLC | 8 179 | 57,41 | 987 | 72,55 | ||||
| 2025-11-10 | 13F | Curtis Advisory Group, LLC | 5 179 | 0,00 | 625 | 9,65 | ||||
| 2025-11-12 | 13F | Victory Capital Management Inc | 1 971 | −10,08 | 238 | −1,24 | ||||
| 2025-11-03 | 13F | Hallmark Capital Management Inc | 41 404 | −3,06 | 4 998 | 6,30 | ||||
| 2025-11-10 | 13F | Equitable Trust Co | 7 204 | −4,77 | 870 | 4,45 | ||||
| 2025-11-19 | 13F | Center For Asset Management LLC | 3 604 | −3,30 | 435 | 14,17 | ||||
| 2025-11-17 | 13F/A | Keystone Financial Group | 3 533 | −0,81 | 427 | 8,67 | ||||
| 2025-10-22 | 13F | Financial Perspectives, Inc | 95 304 | 0,68 | 11 505 | 10,39 | ||||
| 2025-11-06 | 13F | Tempus Wealth Planning, LLC | 17 144 | 9,48 | 2 070 | 20,01 | ||||
| 2025-10-17 | 13F | Financial Partners Group, Inc | 7 907 | 0,01 | 955 | 9,66 | ||||
| 2025-10-27 | 13F | Bangor Savings Bank | 2 169 | 49,79 | 262 | 64,15 | ||||
| 2025-06-27 | 13F | Copley Financial Group, Inc. | 669 | 0,00 | 68 | 0,00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 17 484 | −15,63 | 1 925 | 0,05 | ||||
| 2025-10-16 | 13F | Signature Resources Capital Management, LLC | 879 | −56,03 | 106 | −51,82 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 1 678 | 209 | ||||||
| 2025-11-13 | 13F | VSM Wealth Advisory, LLC | 1 946 | −11,22 | 235 | −2,90 | ||||
| 2025-11-14 | 13F | Verity Asset Management, Inc. | 28 690 | 60,94 | 3 463 | 76,50 | ||||
| 2025-11-14 | 13F | Cardiff Park Advisors, Llc | 1 795 | 0,00 | 217 | 9,64 | ||||
| 2025-10-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 950 | 0,00 | 115 | 9,62 | ||||
| 2025-11-14 | 13F | Wiley Bros.-aintree Capital, Llc | 400 855 | 15,66 | 48 358 | 26,74 | ||||
| 2025-10-28 | 13F | True Vision MN LLC | 74 755 | −4,60 | 9 024 | 4,60 | ||||
| 2025-11-13 | 13F | Pinkerton Retirement Specialists, LLC | 206 238 | −21,14 | 24 897 | −13,53 | ||||
| 2025-10-31 | 13F | BAM Wealth Management, LLC | 5 865 | 708 | ||||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Call | 49 700 | −35,71 | 6 000 | −29,51 | |||
| 2025-10-28 | 13F | Cambridge Capital Management, Llc | 12 843 | −2,12 | 1 550 | 7,34 | ||||
| 2025-11-06 | 13F | Johnson Investment Counsel Inc | 177 929 | 8,46 | 21 480 | 18,92 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Put | 42 600 | −31,84 | 5 143 | −25,27 | |||
| 2025-10-28 | 13F | Dynamic Financial Group | 5 385 | 0,04 | 650 | 9,80 | ||||
| 2025-11-14 | 13F | Zacks Investment Management | 1 718 | 207 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-11-12 | 13F | Huntington National Bank | 184 193 | 4,37 | ||||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 67 144 | 46,11 | 8 106 | 60,21 | ||||
| 2025-10-15 | 13F | Hrc Wealth Management, Llc | 1 714 | 207 | ||||||
| 2025-11-04 | 13F | Processus Wealth & Capital Management, LLC | 8 355 | −33,44 | 1 009 | −27,06 | ||||
| 2025-11-19 | 13F/A | Aspire Private Capital, LLC | 18 347 | −6,98 | 2 215 | 1,98 | ||||
| 2025-11-12 | 13F | Gryphon Financial Partners LLC | 61 886 | −0,38 | 7 471 | 9,23 | ||||
| 2025-11-12 | 13F | Abacus Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 6 061 | −1,38 | 563 | −9,94 | ||||
| 2025-10-28 | 13F | Procyon Private Wealth Partners, LLC | 36 014 | −0,92 | 4 348 | 8,62 | ||||
| 2025-11-05 | 13F | Stordahl Capital Management, Inc. | 48 855 | −0,76 | 5 898 | 8,80 | ||||
| 2025-10-31 | 13F | Barrett & Company, Inc. | 154 458 | 7,44 | 18 646 | 17,80 | ||||
| 2025-11-05 | 13F | Renasant Bank | 22 022 | −16,39 | 2 658 | −8,34 | ||||
| 2025-11-24 | 13F | Cherry Tree Wealth Management, LLC | 105 | 0,00 | 13 | 9,09 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 25 | 3 | ||||||
| 2025-11-14 | 13F | Beacon Pointe Advisors, LLC | 248 691 | −11,10 | 30 022 | −2,52 | ||||
| 2025-08-14 | 13F | Acas, Llc | 61 680 | −2,44 | 7 134 | 17,80 | ||||
| 2025-11-03 | 13F | Atlantic Private Wealth, LLC | 1 586 | −1,06 | 192 | 8,52 | ||||
| 2025-10-24 | 13F | Trilogy Capital Inc. | 4 157 | −7,13 | 502 | 1,83 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-10-15 | 13F | GEN Financial Management, INC. | 6 569 | −3,01 | 793 | 6,44 | ||||
| 2025-11-14 | 13F | Evoke Wealth, Llc | 16 717 | 33,76 | 2 018 | 46,66 | ||||
| 2025-10-24 | 13F | Meeder Advisory Services, Inc. | 4 074 | 13,04 | 492 | 23,99 | ||||
| 2025-10-24 | 13F | Evergreen Private Wealth LLC | 6 985 | 2,33 | 843 | 12,25 | ||||
| 2025-10-09 | 13F | Dynamic Advisor Solutions LLC | 10 076 | 1,00 | 1 216 | 10,75 | ||||
| 2025-11-04 | 13F | Greykasell Wealth Strategies, Inc. | 2 346 | 0,00 | 283 | 9,69 | ||||
| 2025-10-15 | 13F | Mascagni Wealth Management, Inc. | 3 725 | 0,00 | 450 | 9,51 | ||||
| 2025-11-06 | 13F | Mechanics Financial Corp | 290 | 0,00 | 35 | 12,90 | ||||
| 2025-10-17 | 13F | Legacy Advisory Services, LLC | 43 888 | 0,11 | 4 456 | 6,17 | ||||
| 2025-11-04 | 13F | McKinley Carter Wealth Services, Inc. | 8 404 | 1,66 | 1 015 | 11,43 | ||||
| 2025-10-24 | 13F | SilverOak Wealth Management LLC | 581 363 | 0,03 | 70 182 | 9,68 | ||||
| 2025-11-13 | 13F | Meridian Wealth Partners, LLC | 258 036 | 56,62 | 31 150 | 71,74 | ||||
| 2025-10-21 | 13F | Commonwealth Financial Services, LLC | 36 837 | 21,47 | 4 447 | 33,19 | ||||
| 2025-12-01 | 13F | Private Wealth Advisors, LLC | 62 985 | −11,66 | 7 603 | −3,13 | ||||
| 2025-11-07 | 13F | Zions Bancorporation, National Association /ut/ | 1 894 | 0,00 | 229 | 9,62 | ||||
| 2025-10-09 | 13F | Princeton Global Asset Management LLC | 200 | 24 | ||||||
| 2025-10-28 | 13F | JNBA Financial Advisors | 8 936 | −0,81 | 1 079 | 8,78 | ||||
| 2025-10-01 | 13F | Park National Corp /oh/ | 6 541 | 0,00 | 790 | 9,58 | ||||
| 2025-10-28 | 13F | Confluence Wealth Services, Inc. | 18 429 | −0,44 | 2 225 | 9,13 | ||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 418 180 | 8,78 | 50 483 | 19,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-11-07 | 13F | Petra Financial Advisors Inc | 3 382 | −1,57 | 408 | 7,94 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-05 | 13F | HORAN Wealth, LLC | 2 965 | 358 | ||||||
| 2025-10-29 | 13F | Bfsg, Llc | 1 814 | 0,00 | 219 | 9,55 | ||||
| 2025-10-22 | 13F | City Holding Co | 8 602 | −4,07 | 1 038 | 5,17 | ||||
| 2025-10-17 | 13F | FSM Wealth Advisors, LLC | 8 344 | −6,01 | 1 007 | 3,07 | ||||
| 2025-11-14 | 13F | Archetype Wealth Partners | 1 984 | 0,00 | 0 | |||||
| 2025-10-06 | 13F | Insight Wealth Strategies, LLC | 4 678 | −3,35 | 565 | 7,02 | ||||
| 2025-10-17 | 13F | Sowell Financial Services LLC | 46 323 | −0,25 | 5 592 | 9,39 | ||||
| 2025-10-07 | 13F | Sawyer & Company, Inc | 600 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | Advisory Alpha, LLC | 2 993 | 12,73 | 363 | 24,32 | ||||
| 2025-10-14 | 13F | Able Wealth Management LLC | 13 781 | −2,38 | 1 664 | 7,01 | ||||
| 2025-10-23 | 13F | Anb Bank | 2 185 | 0,00 | 264 | 9,58 | ||||
| 2025-11-13 | 13F | Betterment LLC | 12 252 | 3,87 | 1 | 0,00 | ||||
| 2025-10-23 | 13F | SkyOak Wealth, LLC | 6 274 | 0,00 | 757 | 9,71 | ||||
| 2025-11-05 | 13F | Next Capital Management LLC | 50 548 | 5,81 | 6 102 | 16,03 | ||||
| 2025-10-16 | 13F | Hudson Valley Investment Advisors Inc /adv | 2 075 | −29,66 | 250 | −22,84 | ||||
| 2025-10-10 | 13F | Focused Wealth Management, Inc | 11 026 | 0,06 | 1 331 | 9,73 | ||||
| 2025-10-21 | 13F | Vishria Bird Financial Group, LLC | 3 964 | 0,00 | 479 | 9,63 | ||||
| 2025-10-31 | 13F | Harvey Capital Management Inc | 6 975 | 0,00 | 842 | 10,79 | ||||
| 2025-10-23 | 13F | Duncker Streett & Co Inc | 2 688 | −5,22 | 324 | 3,85 | ||||
| 2025-11-14 | 13F | Ofc Financial Planning, Llc | 10 598 | 0,00 | 1 279 | 9,69 | ||||
| 2025-10-15 | 13F | Integris Wealth Management, LLC | 1 991 | 0,00 | 240 | 9,59 | ||||
| 2025-10-30 | 13F | Colton Groome Financial Advisors, Llc | 6 117 | −2,08 | 738 | 7,42 | ||||
| 2025-11-10 | 13F | Frisch Financial Group, Inc. | 6 329 | 764 | ||||||
| 2025-10-30 | 13F | Investment Management Corp /va/ /adv | 17 250 | 1,61 | 2 082 | 11,40 | ||||
| 2025-11-03 | 13F | SYM FINANCIAL Corp | 2 851 | −26,86 | 344 | −19,81 | ||||
| 2025-11-17 | 13F | Pin Oak Investment Advisors Inc | 704 | −7,85 | 85 | |||||
| 2025-10-28 | 13F | Avantra Family Wealth, Inc. | 13 650 | 1 648 | ||||||
| 2025-11-12 | 13F | One Wealth Capital Management, Llc | 64 343 | −5,59 | 7 768 | 3,52 | ||||
| 2025-10-08 | 13F | Patriot Financial Group Insurance Agency, LLC | 50 714 | −24,34 | 6 122 | −17,05 | ||||
| 2025-11-12 | 13F | Arete Wealth Advisors, LLC | 33 710 | 3,21 | 4 | 33,33 | ||||
| 2025-10-29 | 13F | HHM Wealth Advisors, LLC | 630 | 30,98 | 76 | 46,15 | ||||
| 2025-11-14 | 13F | Glen Eagle Advisors, LLC | 3 763 | 1,79 | 454 | 11,82 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 4 681 | 1,76 | 565 | 11,66 | ||||
| 2025-11-12 | 13F | Staley Capital Advisers Inc | 5 534 | 0,00 | 668 | 9,69 | ||||
| 2025-11-12 | 13F | Landing Point Financial Group, LLC | 3 180 | 0,00 | 384 | 9,43 | ||||
| 2025-10-24 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 8 880 | 0,00 | 1 078 | 10,34 | ||||
| 2025-11-04 | 13F | Three Cord True Wealth Management, LLC | 2 867 | −1,21 | 346 | 8,46 | ||||
| 2025-10-14 | 13F | LongView Wealth Management | 10 655 | −1,44 | 1 286 | 8,07 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 425 | −55,59 | 49 | −45,45 | ||||
| 2025-10-29 | 13F | Root Financial Partners, LLC | 1 278 | 154 | ||||||
| 2025-10-14 | 13F | Security Financial Services, INC. | 236 000 | −3,44 | 28 490 | 5,88 | ||||
| 2025-11-03 | 13F | Marino, Stram & Associates Llc | 17 983 | 5,51 | 2 171 | 15,67 | ||||
| 2025-11-12 | 13F | First Trust Advisors Lp | 31 239 | −1,87 | 3 771 | 7,62 | ||||
| 2025-11-06 | 13F | Gallagher Capital Advisors, LLC | 168 300 | 67,80 | 21 054 | 84,17 | ||||
| 2025-10-06 | 13F | Nilsine Partners, LLC | 2 131 | 257 | ||||||
| 2025-10-29 | 13F | Parsons Capital Management Inc/ri | 2 400 | 0,00 | 290 | 9,47 | ||||
| 2025-11-24 | 13F | Burkett Financial Services, Llc | 16 634 | −6,18 | 2 008 | 2,92 | ||||
| 2025-11-14 | 13F | Squarepoint Ops LLC | 5 818 | 702 | ||||||
| 2025-10-15 | 13F | Blue Zone Wealth Advisors, LLC | 114 301 | 3,83 | 13 798 | 13,84 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 224 358 | −1,94 | 27 084 | 7,52 | ||||
| 2025-11-12 | 13F | Tiaa Trust, National Association | 94 061 | −0,07 | 11 355 | 9,56 | ||||
| 2025-10-14 | 13F | Builder Investment Group Inc /adv | 1 931 | 0,00 | 233 | 9,91 | ||||
| 2025-11-12 | 13F | Stifel Financial Corp | 7 158 604 | 0,41 | 864 188 | 10,09 | ||||
| 2025-11-14 | 13F | Matrix Private Capital Group Llc | 32 532 | −0,31 | 3 927 | 9,33 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | −100,00 | 0 | |||||
| 2025-11-13 | 13F | Goodman Advisory Group, LLC | 2 143 | 0,00 | 259 | 9,79 | ||||
| 2025-11-03 | 13F | Paulson Wealth Management Inc. | 3 200 | 0,00 | 386 | 9,66 | ||||
| 2025-10-21 | 13F | True Wealth Design, LLC | 501 | 0,00 | 60 | 9,09 | ||||
| 2025-10-20 | 13F | Avaii Wealth Management, Llc | 2 423 | 0,37 | 293 | 10,19 | ||||
| 2025-11-14 | 13F | Windsor Advisory Group, LLC | 2 586 | 6,86 | 312 | 17,29 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 83 244 | 301,68 | 10 049 | 340,55 | ||||
| 2025-11-14 | 13F | High Falls Advisors, Inc | 238 739 | −5,28 | 28 821 | 3,86 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 6 088 | 0,00 | 670 | 18,58 | ||||
| 2025-11-07 | 13F | Pennsylvania Capital Management Inc /adv | 10 356 | 0,00 | 1 250 | 9,65 | ||||
| 2025-11-12 | 13F | M1 Capital Management LLC | 144 887 | −4,00 | 17 491 | 5,25 | ||||
| 2025-10-10 | 13F | USA Financial Portformulas Corp | 547 462 | −4,47 | 66 090 | 4,74 | ||||
| 2025-11-14 | 13F | Beacon Investment Advisors Llc | 9 200 | 0,00 | 1 111 | 10,23 | ||||
| 2025-10-27 | 13F | Allen Capital Group, LLC | 3 286 | 0,00 | 397 | 9,70 | ||||
| 2025-10-31 | 13F | Chilton Capital Management Llc | 751 | 30,38 | 91 | 42,86 | ||||
| 2025-10-15 | 13F | Plancorp, LLC | 5 689 | −12,25 | 687 | −3,79 | ||||
| 2025-10-24 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 030 | −9,62 | 728 | −0,95 | ||||
| 2025-10-21 | 13F | Hudson Capital Management LLC | 24 443 | −4,59 | 2 951 | 4,61 | ||||
| 2025-11-10 | 13F | White Pine Capital Llc | 14 169 | −8,92 | 1 710 | −0,12 | ||||
| 2025-10-30 | 13F | BIP Wealth, LLC | 17 826 | 92,80 | 2 152 | 111,39 | ||||
| 2025-10-23 | 13F | tru Independence LLC | 6 401 | 4,59 | 773 | 14,71 | ||||
| 2025-11-04 | 13F | Howard Capital Management Inc. | 97 390 | −2,50 | 11 757 | 6,90 | ||||
| 2025-11-06 | 13F | IFG Advisors, LLC | 10 170 | 1,00 | 1 228 | 10,74 | ||||
| 2025-10-30 | 13F | Joel Isaacson & Co., LLC | 23 246 | 0,01 | 2 806 | 9,65 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 9 938 | −16,66 | 1 200 | −8,61 | ||||
| 2025-11-14 | 13F | Scotia Capital Inc. | 7 337 | −1,08 | 886 | 8,46 | ||||
| 2025-10-24 | 13F | Sonoma Allocations LLC | 10 400 | 1 246 | ||||||
| 2025-11-14 | 13F | Camarda Financial Advisors, LLC | 65 290 | −25,89 | 7 882 | −18,74 | ||||
| 2025-11-14 | 13F | Morgan Stanley | 33 459 761 | −1,57 | 4 039 263 | 7,92 | ||||
| 2025-10-21 | 13F | Watershed Private Wealth Llc | 8 510 | −2,65 | 1 027 | 6,76 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | −100,00 | 0 | |||||
| 2025-10-29 | 13F | Floyd Financial Group Llc | 3 986 | 0,00 | 481 | 9,07 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES | 5 291 | 51,21 | 583 | 79,63 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 35 540 | −31,23 | 4 290 | −24,59 | ||||
| 2025-10-27 | 13F | Hoxton Planning & Management, LLC | 47 092 | −0,68 | 5 685 | 8,89 | ||||
| 2025-10-22 | 13F | D.a. Davidson & Co. | 84 642 | 9,27 | 10 218 | 19,82 | ||||
| 2025-10-10 | 13F | Foster Victor Wealth Advisors, LLC | 2 087 | 14,23 | 253 | 24,75 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 452 | 0,00 | 50 | 16,67 | ||||
| 2025-11-12 | 13F | Buska Wealth Management, LLC | 8 857 | 8,46 | 1 069 | 18,91 | ||||
| 2025-11-05 | 13F | Ironwood Investment Counsel, LLC | 9 193 | 0,62 | 1 110 | 10,35 | ||||
| 2025-11-12 | 13F | Power Wealth Management Llc | 24 250 | 0,00 | 2 927 | 9,67 | ||||
| 2025-11-06 | 13F | Oxinas Partners Wealth Management LLC | 11 490 | −2,36 | 1 387 | 7,10 | ||||
| 2025-11-14 | 13F | Rinkey Investments | 6 231 | 752 | ||||||
| 2025-08-26 | NP | GRZZX - Leuthold Grizzly Short Fund | Short | −22 820 | −41,26 | −2 512 | −30,34 | |||
| 2025-11-04 | 13F | PAX Financial Group, LLC | 188 352 | 4,80 | 22 738 | 14,90 | ||||
| 2025-10-14 | 13F | RTD Financial Advisors, Inc. | 42 196 | −1,45 | 5 094 | 8,04 | ||||
| 2025-10-31 | 13F | Parthenon Llc | 5 136 | 0,00 | 620 | 9,73 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | −100,00 | 0 | |||||
| 2025-11-13 | 13F | South Plains Financial, Inc. | 13 365 | 0,00 | 1 613 | 9,65 | ||||
| 2025-10-24 | 13F | Morton Capital Management LLC/CA | 12 020 | 155,20 | 1 451 | 180,12 | ||||
| 2025-11-07 | 13F | Ingalls & Snyder Llc | 3 409 | 0,00 | 0 | |||||
| 2025-10-27 | 13F | Versant Capital Management, Inc | 4 387 | 0,00 | 530 | 9,52 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-10-07 | 13F | Friday Financial | 11 744 | 0,00 | 1 418 | 9,67 | ||||
| 2025-11-03 | 13F | Truist Financial Corp | 1 165 761 | −1,99 | 140 731 | 7,46 | ||||
| 2025-11-13 | 13F | Diversify Advisory Services, LLC | 60 450 | 85,11 | 7 579 | 100,40 | ||||
| 2025-10-23 | 13F | Evolution Wealth Management Inc. | 5 168 | 1,87 | 624 | 11,65 | ||||
| 2025-11-10 | 13F | Optiver Holding B.V. | 378 | 46 | ||||||
| 2025-11-14 | 13F | Brasada Capital Management, Lp | 9 979 | 0,00 | 1 211 | 9,59 | ||||
| 2025-11-04 | 13F | Tyche Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-11-13 | 13F | Herold Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-10-30 | 13F | Stiles Financial Services Inc | 3 305 | 0,00 | 399 | 9,92 | ||||
| 2025-10-31 | 13F | First Citizens Bank & Trust Co | 30 812 | −2,00 | 3 720 | 7,45 | ||||
| 2025-11-12 | 13F | Meridian Wealth Advisors, LLC | 41 747 | 75,03 | 5 040 | 91,96 | ||||
| 2025-11-13 | 13F | Integrated Capital Management, LLC | 6 306 | 0,11 | 786 | |||||
| 2025-10-09 | 13F | Compton Wealth Advisory Group, LLC | 56 945 | 0,59 | 6 874 | 10,30 | ||||
| 2025-11-14 | 13F | United Capital Financial Advisers, Llc | 1 065 257 | −3,01 | 128 598 | 6,34 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-10-27 | 13F | KC Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-10 | 13F | Michels Family Financial, LLC | 2 337 | −2,14 | 282 | 7,63 | ||||
| 2025-10-27 | 13F | Manning & Napier Advisors Llc | 4 916 | 0,00 | 594 | 9,61 | ||||
| 2025-10-20 | 13F | Quest 10 Wealth Builders, Inc. | 2 118 | 2,42 | 256 | 12,33 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 90 782 | −0,92 | 10 959 | 8,64 | ||||
| 2025-11-06 | 13F | Pacific Point Advisors, LLC | 9 200 | 0,00 | 1 111 | 9,68 | ||||
| 2025-11-12 | 13F | Sand Hill Global Advisors, LLC | 1 755 | 212 | ||||||
| 2025-10-21 | 13F | Salomon & Ludwin, LLC | 628 889 | −4,72 | 76 133 | 5,09 | ||||
| 2025-11-10 | 13F | Coyle Financial Counsel LLC | 3 833 | 0,00 | 463 | 9,48 | ||||
| 2025-11-06 | 13F | Midwest Financial Group LLC | 113 544 | 2,18 | 13 707 | 12,04 | ||||
| 2025-10-14 | 13F | TL Private Wealth | 9 770 | −5,33 | 1 180 | 3,79 | ||||
| 2025-10-09 | 13F | Whitcomb & Hess, Inc. | 18 268 | −2,40 | 2 205 | 7,04 | ||||
| 2025-11-12 | 13F | AlphaCore Capital LLC | 48 160 | −0,61 | 5 814 | 8,98 | ||||
| 2025-11-13 | 13F | Crewe Advisors LLC | 5 279 | −2,49 | 637 | 6,88 | ||||
| 2025-10-20 | 13F | Adirondack Trust Co | 537 | 0,00 | 65 | 8,47 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-11-04 | 13F | Bridges Investment Management Inc | 46 646 | −0,49 | 5 631 | 9,13 | ||||
| 2025-11-10 | 13F | Aire Advisors, Llc | 1 952 | 0,00 | 236 | 9,81 | ||||
| 2025-10-10 | 13F | Thomasville National Bank | 44 776 | −0,60 | 5 405 | 8,99 | ||||
| 2025-10-03 | 13F | Dentgroup LLC | 23 850 | −0,16 | 2 879 | 9,47 | ||||
| 2025-11-17 | 13F | GWM Advisors LLC | 1 718 950 | 3,56 | 207 511 | 13,55 | ||||
| 2025-11-14 | 13F | Vident Advisory, LLC | 9 424 | 28,27 | 1 138 | 40,72 | ||||
| 2025-11-10 | 13F | Fortis Advisors, LLC | 2 148 | −17,67 | 259 | −9,76 | ||||
| 2025-10-09 | 13F | Riversedge Advisors, Llc | 13 143 | −0,24 | 1 587 | 9,38 | ||||
| 2025-11-14 | 13F | Silvercrest Asset Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-11-07 | 13F | May Hill Capital, LLC | 72 401 | 42,65 | 8 740 | 56,43 | ||||
| 2025-11-13 | 13F | Rehmann Capital Advisory Group | 1 120 983 | −4,28 | 135 371 | 4,99 | ||||
| 2025-11-05 | 13F | Bessemer Group Inc | 29 667 | 0,00 | 4 | 0,00 | ||||
| 2025-11-14 | 13F | Yukon Wealth Management, Inc. | 25 186 | 0,33 | 3 041 | 10,03 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 2 499 | −6,82 | 275 | 10,89 | ||||
| 2025-09-19 | 13F | Canal Capital Management, LLC | 4 337 | 5,96 | 477 | 25,53 | ||||
| 2025-10-27 | 13F | New Republic Capital, LLC | 5 119 | −2,64 | 618 | 6,75 | ||||
| 2025-10-15 | 13F | First PREMIER Bank | 1 530 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Hrt Financial Lp | 14 429 | 2 | ||||||
| 2025-11-03 | 13F | Wealthspan Partners, Llc | 42 131 | −1,07 | 5 086 | 8,49 | ||||
| 2025-10-23 | 13F | Benjamin Edwards Inc | 32 475 | 4,65 | 3 920 | 14,75 | ||||
| 2025-10-22 | 13F | Semus Wealth Partners LLC | 11 106 | 7,07 | 1 341 | 17,34 | ||||
| 2025-10-28 | 13F | Mascoma Wealth Management LLC | 2 619 | 0,00 | 316 | 9,72 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 124 574 | −4,16 | 13 716 | 13,67 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 87 792 | 10 598 | ||||||
| 2025-11-03 | 13F | Straight Path Wealth Management | 1 734 | 209 | ||||||
| 2025-11-14 | 13F | Ieq Capital, Llc | 149 718 | −1,70 | 18 074 | 7,78 | ||||
| 2025-11-14 | 13F | GreatBanc Trust CO | 4 600 | 555 | ||||||
| 2025-10-27 | 13F | Grimes & Company, Inc. | 3 192 | 0,13 | 385 | 9,69 | ||||
| 2025-11-12 | 13F | Provenance Wealth Advisors, LLC | 10 109 | −0,43 | 1 220 | 9,22 | ||||
| 2025-11-05 | 13F | RCS Financial Planning, LLC | 34 122 | 3,85 | 4 119 | 13,88 | ||||
| 2025-10-21 | 13F | Brookwood Investment Group LLC | 10 394 | −66,74 | 1 255 | −63,55 | ||||
| 2025-10-15 | 13F | Cwm, Llc | 4 798 004 | −8,46 | 579 | 0,35 | ||||
| 2025-11-12 | 13F | Rockbridge Investment Management, LCC | 2 760 | 0,00 | 333 | 9,90 | ||||
| 2025-10-09 | 13F | Shelton Wealth Management, Llc | 2 641 | 0,04 | 319 | 9,66 | ||||
| 2025-10-21 | 13F | Brown Miller Wealth Management, LLC | 4 320 | 521 | ||||||
| 2025-11-10 | 13F | Lake Street Financial Llc | 4 172 | −0,12 | 504 | 9,59 | ||||
| 2025-11-13 | 13F | Eldridge Investment Advisors, Inc. | 5 200 | 0,00 | 628 | 9,62 | ||||
| 2025-10-24 | 13F | Hidden Cove Wealth Management, LLC | 4 291 | −0,37 | 518 | 9,28 | ||||
| 2025-10-09 | 13F | Curated Wealth Partners LLC | 4 625 | 0,00 | 558 | 9,63 | ||||
| 2025-10-27 | 13F | Plan Group Financial, LLC | 2 264 | 12,81 | 273 | 24,09 | ||||
| 2025-10-29 | 13F | Nordwand Advisors, LLC | 1 790 | −23,50 | 216 | −15,95 | ||||
| 2025-11-05 | 13F | B.O.S.S. Retirement Advisors, LLC | 23 767 | 94,81 | 2 869 | 113,63 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-10-02 | 13F | Trust Co of the South | 5 545 | −7,94 | 669 | 0,90 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 405 029 | 68,53 | 48 895 | 84,79 | ||||
| 2025-10-09 | 13F | Peterson Wealth Advisors, LLC | 50 080 | 1,07 | 6 059 | 11,05 | ||||
| 2025-11-13 | 13F | Van Hulzen Asset Management, LLC | 6 915 | −5,71 | 835 | 3,35 | ||||
| 2025-11-04 | 13F | Simmons Bank | 13 100 | 17,88 | 1 581 | 29,27 | ||||
| 2025-10-17 | 13F | Kavar Capital Partners Group, Llc | 2 718 | 0,00 | 328 | 9,70 | ||||
| 2025-10-23 | 13F | Lee-Kelleher Wealth Management | 94 045 | −12,10 | 11 353 | −3,62 | ||||
| 2025-10-31 | 13F | REDW Wealth LLC | 16 453 | 0,00 | 1 986 | 9,66 | ||||
| 2025-11-10 | 13F | LaFleur & Godfrey LLC | 4 625 | −1,39 | 558 | 8,14 | ||||
| 2025-11-12 | 13F | Empirical Asset Management, LLC | 10 019 | −6,32 | 1 209 | 2,72 | ||||
| 2025-11-05 | 13F | Prasad Wealth Partners, LLC | 3 213 | 0,12 | 388 | 9,63 | ||||
| 2025-11-13 | 13F | Nicolet Advisory Services, Llc | 20 367 | 0,00 | 2 464 | 8,26 | ||||
| 2025-11-12 | 13F | Laffer Investments | 24 844 | 2 999 | ||||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 28 156 | −10,07 | 3 442 | −0,38 | ||||
| 2025-11-14 | 13F | Warren Averett Asset Management, LLC | 462 200 | 2,38 | 55 797 | 12,26 | ||||
| 2025-11-14 | 13F | Sierra Capital LLC | 37 532 | 0,00 | 5 | 0,00 | ||||
| 2025-10-29 | 13F | Middleton & Co Inc/ma | 7 540 | −0,46 | 910 | 9,24 | ||||
| 2025-10-07 | 13F | Sonora Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-10-21 | 13F | Financial Consulate, Inc | 336 | 41 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-11-03 | 13F | Oxler Private Wealth LLC | 6 754 | 0,09 | 815 | 9,84 | ||||
| 2025-11-13 | 13F | Visionary Wealth Advisors | 4 726 | 0,36 | 571 | 10,04 | ||||
| 2025-10-16 | 13F | Harwood Advisory Group, LLC | 257 | −6,88 | 31 | 3,33 | ||||
| 2025-11-14 | 13F | Talisman Wealth Advisors LLC | 7 733 | 14,06 | 934 | 25,07 | ||||
| 2025-11-06 | 13F | Assetmark, Inc | 133 503 | −10,65 | 16 117 | −2,04 | ||||
| 2025-11-10 | 13F | Ascension Capital Advisors, Inc. | 66 440 | 0,27 | 8 021 | 9,94 | ||||
| 2025-10-17 | 13F | Atlas Brown,Inc. | 26 984 | −1,81 | 3 258 | 7,67 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-11-12 | 13F | 49 Wealth Management, Llc | 4 879 | −25,53 | 589 | −18,45 | ||||
| 2025-10-20 | 13F | Wallington Asset Management, LLC | 7 534 | 0,00 | 910 | 9,65 |
Other Listings
| US:IVW | 122,04 US$ |
