Grundläggande statistik
| Institutionella ägare | 311 total, 309 long only, 0 short only, 2 long/short - change of 0,00% MRQ |
| Genomsnittlig portföljallokering | 0.0136 % - change of −9,63% MRQ |
| Institutionella aktier (lång) | 24 857 239 (ex 13D/G) - change of 0,44MM shares 74,08% MRQ |
| Institutionellt värde (lång) | $ 378 303 USD ($1000) |
Institutionellt ägande och aktieägare
Woodside Energy Group Ltd - Depositary Receipt (Common Stock) (MX:WDS1 N) har 311 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 24,857,239 aktier. Största aktieägare inkluderar Morgan Stanley, Goldman Sachs Group Inc, BlackRock, Inc., UBS Group AG, Northern Trust Corp, Dimensional Fund Advisors Lp, First Trust Advisors Lp, FCG - First Trust Natural Gas ETF, Millennium Management Llc, and Voloridge Investment Management, Llc .
Woodside Energy Group Ltd - Depositary Receipt (Common Stock) (BMV:WDS1 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | CVA Family Office, LLC | 122 | −37,44 | 2 | −50,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 6 232 | 1 272,69 | 0 | |||||
| 2025-08-14 | 13F | SIH Partners, LLLP | 93 167 | 0,00 | 1 438 | 6,52 | ||||
| 2025-03-27 | NP | PTIN - Pacer Trendpilot International ETF | 16 141 | −1,65 | 246 | −17,73 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) | 2 994 | 0,00 | 46 | 6,98 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 36 | 0,00 | 1 | |||||
| 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 | 5 413 | 0,00 | 78 | −7,23 | ||||
| 2025-08-01 | 13F | Motco | 572 | 10 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 42 239 | 61,03 | 652 | 62,75 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-08 | 13F | Cetera Investment Advisers | 42 025 | 4,36 | 648 | 11,15 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 59 | −66,29 | 1 | −100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 11 960 | −21,41 | 185 | −16,36 | ||||
| 2025-08-06 | 13F | Ovata Capital Management Ltd | 55 600 | 858 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 004 | 15 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11 247 | 174 | ||||||
| 2025-07-31 | 13F | PKO Investment Management Joint-Stock Co | 66 000 | 0,00 | 1 018 | 6,49 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 21 523 | 332 | ||||||
| 2025-04-14 | 13F | Sivia Capital Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17 618 | 272 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 223 | 3 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 423 | −12,00 | 22 | −8,70 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 78 | 4,00 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 126 | 2 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1 837 | 456,67 | 28 | 600,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 15 659 | −12,53 | 242 | −6,95 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5 137 | 122,19 | 79 | 139,39 | ||||
| 2025-08-11 | 13F | Raiffeisen Bank International AG | 1 297 | 0,00 | 20 | 5,56 | ||||
| 2025-08-26 | NP | GMOI - GMO International Value ETF | 20 310 | 313 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 796 | 12 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 34 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 31 425 | 62,95 | 485 | 73,48 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 572 | 0,00 | 9 | 0,00 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1 | −99,82 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 708 | 120,56 | 11 | 150,00 | ||||
| 2025-04-16 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 11 932 | 184 | ||||||
| 2025-07-31 | 13F | City State Bank | 9 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 25 923 | 0,00 | 400 | 6,40 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 21 932 | −16,70 | 338 | −11,29 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2 723 | 105,51 | 42 | 121,05 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 13 396 | 32,38 | 207 | 41,10 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 12 671 | 799,29 | 196 | 875,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 40 439 | 2,72 | 1 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 180 | 0,00 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 206 | 51,47 | 3 | 200,00 | ||||
| 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 | 59 682 | 0,00 | 855 | −6,66 | ||||
| 2025-08-12 | 13F | Hikari Tsushin, Inc. | 35 381 | 0,00 | 546 | 6,45 | ||||
| 2025-07-31 | 13F | Kornitzer Capital Management Inc /ks | 42 515 | 1,54 | 656 | 8,25 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 34 087 | 30,29 | 526 | 38,52 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 16 337 | 237 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 306 | 3,73 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 10 000 | 154 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 144 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3 001 | 0,44 | 46 | 6,98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 106 832 | −85,17 | 1 648 | −84,21 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 237 | 0,00 | 4 | 0,00 | ||||
| 2025-07-07 | 13F | Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13 182 | 7,45 | 203 | 14,12 | ||||
| 2025-08-21 | NP | HAP - VanEck Vectors Natural Resources ETF | 30 175 | 5,16 | 466 | 12,05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 291 | 10,23 | 4 | 33,33 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 452 | 0,00 | 7 | 0,00 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 54 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 51 052 | 9,23 | 788 | 16,25 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 29 355 | 162,22 | 453 | 179,01 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 108 | 0,00 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 1 549 | 171,28 | 24 | 187,50 | ||||
| 2025-08-14 | 13F | Corient IA LLC | 13 614 | 0,00 | 210 | 6,60 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 321 | −83,48 | 5 | −85,71 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 151 | 2 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 246 | −40,44 | 19 | −36,67 | ||||
| 2025-06-25 | NP | VRAI - Virtus Real Asset Income ETF | 10 964 | 9,51 | 142 | −7,24 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 348 | 31,32 | 0 | |||||
| 2025-08-12 | 13F | Rhumbline Advisers | 28 901 | −6,17 | 446 | −0,22 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 43 745 | 675 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1 500 | 0,00 | 23 | 9,52 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 65 466 | −95,57 | 1 | −95,24 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 89 246 | 0,00 | 1 377 | 6,50 | ||||
| 2025-05-14 | 13F | Mml Investors Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 66 840 | 103,26 | 1 031 | 116,60 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 10 959 | 169 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 28 | 0 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 15 709 | 242 | ||||||
| 2025-07-30 | 13F | Canal Insurance CO | 42 456 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | XY Capital Ltd | 354 347 | 277,00 | 5 468 | 301,69 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 33 431 | 26,50 | 484 | 17,48 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 108 | −90,25 | 2 | −94,12 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 970 | 0,00 | 15 | 0,00 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 75 877 | −0,65 | 1 171 | 5,79 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 40 | 0,00 | 1 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 50 963 | 295,68 | 786 | 322,58 | ||||
| 2025-07-24 | 13F | U S Global Investors Inc | 15 000 | 231 | ||||||
| 2025-07-29 | NP | GINX - SGI Enhanced Global Income ETF | 95 606 | −15,88 | 1 370 | −21,44 | ||||
| 2025-08-14 | 13F | American Trust Investment Advisors, LLC | 17 944 | 0,00 | 277 | 6,15 | ||||
| 2025-08-12 | 13F | Aigen Investment Management, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 23 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 886 | −39,93 | 14 | −18,75 | ||||
| 2025-08-05 | 13F | South Dakota Investment Council | 2 500 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 26 000 | −65,83 | 401 | −63,61 | |||
| 2025-06-27 | NP | SPWO - SP Funds S&P World (ex-US) ETF | 6 134 | 39,22 | 79 | 17,91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 16 100 | −18,27 | 248 | −12,98 | |||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 141 702 | 27,11 | 2 186 | 35,36 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 13 555 | −62,50 | 209 | −60,04 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 2 085 678 | 1 942,42 | 32 182 | 2 075,93 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 136 | 0,00 | 2 | 100,00 | ||||
| 2025-05-15 | 13F | Advisors Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 46 | 1 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 114 | −30,49 | 2 | −50,00 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 36 | 0,00 | 1 | |||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 148 497 | −5,92 | 2 292 | 0,13 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 000 | 15 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 169 290 | 2 606 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 180 | 36,26 | 18 | 50,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1 510 152 | 61,01 | 23 302 | 71,46 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 99 873 | 26,70 | 1 541 | 34,94 | ||||
| 2025-08-13 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 20 310 | 313 | ||||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 1 500 | 114,29 | 23 | 130,00 | ||||
| 2025-07-25 | NP | Franklin Universal Trust | 9 101 | 0,00 | 130 | −6,47 | ||||
| 2025-08-13 | 13F | NINE MASTS CAPITAL Ltd | 34 317 | 533 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2 987 | −31,11 | 43 | −35,82 | ||||
| 2025-07-29 | 13F | Hourglass Capital, Llc | 310 814 | 15,07 | 4 796 | 22,54 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 613 | 81,19 | 56 | 120,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 614 | 11 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 30 247 | 5,14 | 0 | |||||
| 2025-07-30 | NP | SGHIX - Sextant Global High Income Fund | 8 500 | 0,00 | 122 | −6,92 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 97 904 | 24,93 | 1 511 | 33,04 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | TPDAX - Timothy Plan Defensive Strategies Fund Class A | 2 942 | 0,00 | 45 | 7,14 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 206 | 33,77 | 5 | 150,00 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 33 969 | 5,42 | 524 | 12,45 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 297 | −13,66 | 5 | 0,00 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 184 | 636,00 | 3 | |||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 252 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3 311 165 | 38,12 | 51 091 | 47,08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20 601 | 230,52 | 318 | 244,57 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 1 030 | −21,31 | 21 | −25,93 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 17 099 | −34,88 | 256 | −37,41 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2 073 | 137,73 | 32 | 158,33 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 18 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 40 983 | 42,11 | 632 | 45,96 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 15 400 | 0,00 | 238 | 6,28 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 94 | 0,00 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 16 241 | 38,28 | 251 | 47,06 | ||||
| 2025-08-15 | NP | MBEQX - M International Equity Fund | 1 661 | 0,00 | 26 | 4,17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 40 | 1 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 68 618 | 53,72 | 1 059 | 63,78 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 110 369 | 17,33 | 1 703 | 24,87 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 29 499 | 21,80 | 455 | 30,00 | ||||
| 2025-08-29 | NP | JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV | 10 867 | −55,14 | 168 | −52,42 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 834 | −7,70 | 0 | |||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class | 9 552 | 0,00 | 147 | 6,52 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 54 | 1 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 34 | 0 | ||||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 487 503 | 0,00 | 7 522 | 6,50 | ||||
| 2025-05-15 | 13F | Bayesian Capital Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 111 | 0,00 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 345 | −33,14 | 5 | −28,57 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5 537 | 85 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 079 | −6,10 | 32 | 0,00 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 47 995 | 23,11 | 740 | 28,70 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 468 | 162 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13 208 | 0 | ||||||
| 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 | 460 399 | 0,00 | 5 962 | −15,08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 44 510 | −90,49 | 687 | −89,88 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 373 | 76,78 | 6 | 200,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 14 394 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 511 605 | 33,45 | 7 894 | 42,11 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 292 | 394,92 | 5 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 55 915 | 22,84 | 863 | 30,80 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 53 | −64,19 | 1 | −100,00 | ||||
| 2025-08-26 | NP | FCG - First Trust Natural Gas 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 | 631 824 | −2,55 | 9 749 | 3,78 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 56 594 | −23,02 | 873 | −18,03 | ||||
| 2025-07-25 | NP | DEMAX - Delaware Emerging Markets Fund Class A | 137 332 | 0,00 | 1 968 | −6,69 | ||||
| 2025-05-09 | 13F | Pitcairn Co | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 244 | 0,00 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 144 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 90 | 0,00 | 1 | 0,00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 2 287 | 206,57 | 35 | 250,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 689 | 17,78 | 10 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 54 143 | 13,63 | 835 | 21,01 | ||||
| 2025-04-02 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | SEPIX - Energy & Basic Materials Portfolio Energy & Basic Materials Class I | 161 | 0,00 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3 | 50,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 5 226 | 17,57 | 81 | 21,21 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 21 877 | 9,25 | 338 | 16,21 | ||||
| 2025-08-14 | 13F | Voloridge Investment Management, Llc | 570 746 | −33,99 | 8 807 | −29,71 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 655 325 | −2,26 | 10 112 | 4,09 | ||||
| 2025-08-12 | 13F | Dimensional Fund Advisors Lp | 838 442 | −2,20 | 12 937 | 4,13 | ||||
| 2025-08-13 | 13F | Pinpoint Asset Management (Singapore) Pte. Ltd. | 49 671 | 766 | ||||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 8 150 | 35,83 | 126 | 45,35 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3 498 336 | −9,61 | 53 979 | −3,74 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 719 | 42,09 | 11 | 57,14 | ||||
| 2025-05-09 | 13F | R Squared Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 320 878 | −56,01 | 4 951 | −53,16 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-23 | 13F | S.A. Mason LLC | 0 | −100,00 | 0 | |||||
| 2025-08-21 | NP | PSPFX - Global Resources Fund | 15 000 | 231 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 478 | −13,41 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 53 | 1 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 35 682 | 551 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 828 | −38,21 | 13 | −40,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 51 679 | 7,88 | 797 | 14,84 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 171 698 | −28,92 | 2 649 | −24,29 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 23 882 | −20,88 | 368 | −15,79 | ||||
| 2025-08-08 | 13F | Abc Arbitrage Sa | 295 923 | 1 199,90 | 4 566 | 1 287,84 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 579 445 | 127,92 | 8 941 | 142,74 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 454 | 7 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 64 747 | −53,38 | 999 | −50,35 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 88 214 | −46,66 | 1 361 | −43,20 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 305 | −63,34 | 5 | −66,67 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 215 | 0,94 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 36 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 10 | 0,00 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 216 | 0,00 | 3 | 0,00 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 14 157 | 3,12 | 218 | 10,10 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 37 406 | −42,64 | 577 | −43,26 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 99 | 0,00 | 0 | |||||
| 2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 90 609 | 88,74 | 1 298 | 76,36 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10 049 | 0,06 | 155 | 6,90 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 2 537 | −1,09 | 39 | 5,41 | ||||
| 2025-04-01 | 13F | Confluence Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 18 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 66 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 36 | −79,07 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 87 522 | 22,88 | 1 350 | 30,81 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 11 000 | −9,57 | 170 | −3,98 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 10 149 | −18,76 | 157 | −13,81 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 32 695 | 1 310,48 | 504 | 1 427,27 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 14 181 | 17,60 | 219 | 25,29 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 265 005 | 8,05 | 34 949 | 15,06 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 29 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Point72 Hong Kong Ltd | 408 | 36,00 | 6 | 50,00 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 12 584 | −15,45 | 194 | −9,77 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 357 | 160 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 284 320 | 70,14 | 4 387 | 81,21 | ||||
| 2025-08-12 | 13F | Entropy Technologies, LP | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 592 | −59,76 | 9 | −57,14 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 75 855 | 8,05 | 1 170 | 15,04 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 701 | 1,31 | 42 | 7,89 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 32 264 | 8,82 | 498 | 15,85 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 773 | 12 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 15 922 | 246 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 12 036 | 186 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares | 36 412 | 0,00 | 472 | −15,14 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 339 | 5 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 52 | −40,91 | 1 | −100,00 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares | 7 736 | 0,00 | 100 | −14,53 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23 707 | 366 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 21 078 | 99,07 | 325 | 96,97 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 10 033 | −55,20 | 155 | −52,47 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 84 | 0,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 19 648 | 3,50 | 285 | −4,05 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 36 | 0,00 | 1 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 12 343 | −17,32 | 190 | −12,04 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 41 | 0,00 | 1 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 14 509 | −21,20 | 224 | −16,17 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 116 991 | 16,50 | 1 805 | 24,05 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6 071 | −39,62 | 94 | −35,86 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 259 | −7,23 | 174 | −1,14 | ||||
| 2025-06-26 | NP | EUSM - Eventide US Market ETF | 528 | 7 | ||||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 12 047 | −9,51 | 189 | −2,59 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 37 231 | −4,42 | 574 | 1,77 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 224 | −60,00 | 3 | −62,50 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 28 389 | −53,34 | 438 | −50,28 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 16 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 243 | 0,41 | 4 | 0,00 | ||||
| 2025-06-26 | NP | DFALX - Large Cap International 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 | 68 532 | 0,00 | 887 | −15,12 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 228 074 | −21,16 | 3 519 | −16,03 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 313 | 0,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 137 332 | 0,00 | 2 119 | 6,48 | ||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 10 230 | 1,08 | 158 | 7,53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 260 991 | 251,70 | 4 027 | 274,60 | ||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 154 | 450,00 | 2 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 848 | 176,24 | 44 | 207,14 | ||||
| 2025-08-13 | 13F | HAP Trading, LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 458 | 7,76 | 7 | 16,67 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 169 | 3 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 437 182 | 6,12 | 6 746 | 13,00 | ||||
| 2025-03-17 | 13F/A | Wealth Enhancement Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Alerus Financial Na | 66 | 1 | ||||||
| 2025-08-15 | 13F | Earnest Partners Llc | 241 085 | 7,91 | 3 720 | 14,89 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 28 742 | 443 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 131 | 0,00 | 2 | 100,00 | ||||
| 2025-05-01 | 13F | WESPAC Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4 171 | 21,92 | 64 | 30,61 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 101 | 235,67 | 17 | 300,00 | ||||
| 2025-07-21 | 13F | Cromwell Holdings LLC | 2 072 | −66,75 | 32 | −65,56 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 15 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35 483 | −26,41 | 547 | −21,97 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 739 | 0,00 | 11 | 10,00 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 23 706 | 366 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 174 | 0,00 | 18 | 5,88 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 58 407 | −78,48 | 901 | −77,08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 30 600 | 29,11 | 472 | 37,61 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 61 000 | −11,72 | 941 | −5,99 | |||
| 2025-08-08 | 13F | Larson Financial Group LLC | 358 | 79,00 | 6 | 150,00 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 19 | 0 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 57 | 0,00 | 1 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 30 602 | −65,52 | 472 | −63,27 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 48 915 | −1,12 | 755 | 5,31 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10 343 | −90,58 | 160 | −90,01 | ||||
| 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 | 10 782 | 0,00 | 155 | −6,67 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 75 306 | 1 162 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 410 | 0,00 | 6 | 20,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Abel Hall, LLC | 42 153 | 650 | ||||||
| 2025-08-08 | 13F | Creative Planning | 186 548 | 60,06 | 2 878 | 70,50 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | DFAI - Dimensional International Core Equity Market ETF | 44 774 | 0,00 | 580 | −15,10 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 13 239 | 21,45 | 0 | |||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 50 936 | 125,01 | 786 | 139,33 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 6 352 | 11,34 | 98 | 19,51 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 44 953 | −51,10 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | CNZLX - Commonwealth Australia/New Zealand Fund | 10 000 | 100,00 | 130 | 69,74 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 830 | −20,73 | 13 | −20,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 7 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Bridgefront Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | DFAX - Dimensional World ex U.S. Core Equity 2 ETF | 64 574 | 0,00 | 836 | −15,04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 93 | −24,39 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 93 524 | 1 443 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 86 026 | 4,90 | 1 327 | 11,70 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 1 360 | 0,00 | 21 | 5,26 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 72 | 0,00 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 916 | 2,43 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 63 461 | −0,44 | 979 | 6,07 | ||||
| 2025-05-12 | 13F | Allianz Se | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 25 | 0,00 | 0 | |||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 496 | 8 | ||||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-29 | NP | Gabelli Dividend & Income Trust | 2 891 | 0,00 | 45 | 7,32 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 317 | 38,66 | 36 | 45,83 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 105 | 9,38 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 10 868 | −56,55 | 168 | −53,87 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 136 | 2 | ||||||
| 2025-07-07 | 13F | Bangor Savings Bank | 161 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 10 | −66,67 | 0 | |||||
| 2025-08-29 | NP | MPLAX - Praxis International Index Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F | Castleark Management Llc | 0 | −100,00 | 0 |
