Grundläggande statistik
| Institutionella ägare | 733 total, 726 long only, 0 short only, 7 long/short - change of 5,31% MRQ |
| Genomsnittlig portföljallokering | 0.7671 % - change of −21,92% MRQ |
| Institutionella aktier (lång) | 74 768 839 (ex 13D/G) - change of −2,63MM shares −3,40% MRQ |
| Institutionellt värde (lång) | $ 8 996 498 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares MSCI ACWI ETF (US:ACWI) har 733 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 74,768,839 aktier. Största aktieägare inkluderar Morgan Stanley, Qalhat Capital Ltd, Phoenix Holdings Ltd., P/E Global LLC, Bnp Paribas Arbitrage, Sa, BlackRock, Inc., Goldman Sachs Group Inc, Sageworth Trust Co, Wells Fargo & Company/mn, and ICONIQ Capital, LLC .
iShares Trust - iShares MSCI ACWI ETF (NasdaqGM:ACWI) 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%.
The share price as of September 15, 2025 is 137,24 / share. Previously, on September 16, 2024, the share price was 116,61 / share. This represents an increase of 17,69% over that period.
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.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 349 | 0,00 | 302 | 10,62 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 27 105 | 0,00 | 3 486 | 10,49 | ||||
| 2025-08-14 | 13F | Brandywine Trust Co | 61 715 | 0,00 | 7 937 | 10,48 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 72 288 | −40,20 | 9 296 | −33,93 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 5 620 | 0,00 | 723 | 10,40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 44 800 | 33,33 | 5 761 | 47,34 | |||
| 2025-08-14 | 13F | Harding Loevner Lp | 14 287 | −58,70 | 1 838 | −54,37 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 1 733 | −18,10 | 223 | −9,76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 36 400 | −8,77 | 4 681 | 0,82 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29 195 | 3 754 | ||||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 82 510 | 0,24 | 10 611 | 10,75 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 1 736 413 | −0,52 | 223 303 | 9,92 | ||||
| 2025-08-28 | NP | RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares | 27 200 | 0,00 | 3 498 | 10,49 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 424 722 | −2,29 | 54 619 | 7,96 | ||||
| 2025-08-13 | 13F | Icon Advisers Inc/co | 1 500 | 193 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 2 000 | 0,00 | 257 | 10,78 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 42 429 | −1,63 | 5 457 | 8,69 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 5 998 | 0,17 | 771 | 10,78 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 10 000 | 0,00 | 1 286 | 10,58 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 151 449 | −73,45 | 19 392 | −70,75 | ||||
| 2025-05-08 | 13F | Nicolet Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 594 | 0,00 | 76 | 10,14 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 044 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3 271 | −27,57 | 421 | −20,00 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 1 896 | 2,21 | 244 | 13,02 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 4 827 | −0,60 | 621 | 9,73 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 5 212 | 0,04 | 1 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 45 319 | 1 065,01 | 5 828 | 1 189,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 55 041 | 15,84 | 7 | 40,00 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5 113 | 0,00 | 658 | 10,42 | ||||
| 2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 14 707 | −12,18 | 1 891 | −2,98 | ||||
| 2025-08-01 | 13F | Jennison Associates Llc | 56 957 | −92,79 | 7 325 | −92,04 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 950 | −20,34 | 2 | 0,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 325 | 0,00 | 38 | −2,63 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 2 103 | −2,28 | 245 | −5,43 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 279 639 | 1,04 | 36 294 | 12,67 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 422 462 | −34,12 | 54 278 | −27,38 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 6 730 | 0,01 | 866 | 10,47 | ||||
| 2025-08-14 | 13F | Port Capital LLC | 2 000 | 0,00 | 257 | 10,30 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 244 292 | 6 875,79 | 31 416 | 7 618,67 | ||||
| 2025-08-13 | 13F | Causeway Capital Management Llc | 8 460 | −27,09 | 1 088 | −19,41 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 672 | 6,33 | 86 | 17,81 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 207 256 | 1 366,36 | 26 653 | 1 520,24 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 4 000 | 0,00 | 514 | 10,54 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 7 300 | 0,00 | 939 | 10,48 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 160 085 | 36,26 | 20 587 | 50,56 | ||||
| 2025-05-15 | 13F | London & Capital Asset Management Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 20 134 | 2 589 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 4 200 | 0,00 | 540 | 10,66 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 165 | 0,00 | 21 | 10,53 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2 916 | 0,07 | 375 | 10,62 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 268 | −10,07 | 35 | 0,00 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 42 046 | 6,24 | 5 407 | 17,39 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 925 215 | 35,08 | 118 983 | 49,25 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 12 599 | 0,41 | 1 620 | 9,91 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 60 | 0,00 | 7 | −14,29 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 104 332 | 0,01 | 13 417 | 10,51 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 230 | 0,00 | 30 | 11,54 | ||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 250 | −88,10 | 29 | −88,21 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2 006 | 0,00 | 258 | 10,30 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 3 742 | 0,00 | 481 | 10,57 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 12 048 | 7,57 | 1 549 | 18,88 | ||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | Call | 12 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 117 835 | −22,59 | 15 154 | −14,47 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 102 714 | 0,22 | 13 209 | 10,73 | ||||
| 2025-07-29 | NP | Voya Infrastructure, Industrials & Materials Fund | 18 375 | −8,80 | 2 272 | −6,66 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 7 810 | 25,12 | 1 004 | 38,29 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 35 134 | −3,53 | 4 518 | 6,61 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 2 193 | 282 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 363 | 49,38 | 47 | 64,29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 195 | −1,48 | 668 | 8,97 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 10 471 | −0,09 | 1 347 | 10,42 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 50 142 | 333,27 | 6 448 | 379,05 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 2 215 | 285 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 4 084 | 0,00 | 525 | 10,53 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 93 044 | 15,46 | 11 965 | 27,57 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 181 | 0,56 | 23 | 15,00 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 6 570 | −12,70 | 845 | −3,54 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 7 639 | −54,22 | 982 | −49,43 | ||||
| 2025-04-21 | 13F | Abundance Wealth Counselors | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 5 302 | −2,80 | 682 | 7,41 | ||||
| 2025-08-14 | 13F | Hackensack Meridian Health, Inc. | 85 000 | −86,72 | 10 931 | −85,33 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 3 981 | −28,37 | 512 | −20,90 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 65 644 | 6,04 | 8 442 | 17,17 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 796 560 | 5,56 | 102 438 | 16,64 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 473 | 0,00 | 318 | 10,80 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 338 | 0,00 | 43 | 10,26 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9 844 | −34,11 | 1 266 | −27,22 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 428 | −0,92 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 12 548 | 0,04 | 1 614 | 10,56 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 3 155 | −24,74 | 415 | −14,99 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 307 346 | 22,19 | 39 525 | 35,00 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 74 533 | 6,72 | 9 585 | 17,91 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 250 | 32 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 634 | 0,00 | 210 | 10,53 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 1 788 | 0,00 | 230 | 10,10 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 3 253 | 0,00 | 418 | 10,58 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 1 583 | −91,17 | 206 | −90,18 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13 522 | −2,47 | 1 739 | 7,75 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 2 703 | 0,00 | 348 | 10,51 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 177 187 | 11,54 | 22 786 | 23,24 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 20 821 | 7,13 | 2 678 | 18,35 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 10 390 | 7,39 | 1 336 | 18,65 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 359 545 | 7,78 | 174 837 | 19,09 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 3 653 | 0,00 | 470 | 10,35 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 102 924 | −7,08 | 13 236 | 2,67 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2 147 | 0,42 | 276 | 11,29 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 339 | 0,00 | 43 | 13,16 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 35 245 | 0,07 | 4 533 | 10,56 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 271 947 | −38,24 | 34 972 | −31,76 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1 457 | 187 | ||||||
| 2025-08-06 | 13F | Highlander Partners, L.P. | 2 360 | 0,00 | 303 | 10,58 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2 700 | −24,35 | 347 | −16,39 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 2 753 | 0,00 | 354 | 8,26 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 4 | 1 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1 651 | 213 | ||||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 4 488 | 577 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 22 006 | −0,10 | 2 830 | 10,38 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 328 876 | 24,96 | 42 293 | 38,07 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 24 015 | 0,11 | 3 088 | 10,60 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1 170 | 0,00 | 150 | 10,29 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 509 | −14,60 | 65 | −5,80 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 2 900 | 0,00 | 373 | 10,39 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 23 057 | −62,10 | 2 965 | −58,12 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 2 853 | −29,24 | 367 | −21,96 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 477 135 | 11,82 | 61 360 | 23,55 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 1 339 | 0,00 | 172 | 10,97 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 12 366 | −0,51 | 1 590 | 9,96 | ||||
| 2025-05-09 | 13F | Acima Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 5 641 | −19,17 | 725 | −10,71 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 123 295 | 160,84 | 15 856 | 188,22 | ||||
| 2025-08-27 | NP | RMEAX - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares | 360 160 | 0,00 | 46 317 | 10,49 | ||||
| 2025-08-14 | 13F | Comerica Bank | 77 595 | −5,87 | 9 979 | 4,00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 149 | 0,00 | 148 | 10,53 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 403 429 | 2,95 | 51 881 | 13,74 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 54 483 | 3,86 | 6 341 | 2,89 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 419 | −1,87 | 182 | 8,33 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 2 697 | 0,00 | 347 | 10,54 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 7 330 | −1,12 | 943 | 9,28 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 385 710 | 62,70 | 49 602 | 79,76 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 096 | 0,00 | 398 | 10,56 | ||||
| 2025-04-10 | 13F | Heritage Family Offices, LLP | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 850 | 0,00 | 109 | 10,10 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 34 828 | −1,21 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 432 | −31,65 | 56 | −24,66 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 72 850 | 18,14 | 9 369 | 30,53 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 31 062 | 0,00 | 3 995 | 10,48 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 11 187 | 0,00 | 1 439 | 10,45 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 1 700 | 219 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 783 949 | 65,30 | 100 815 | 82,64 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 10 555 | 0,76 | 1 357 | 11,32 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4 835 | −2,32 | 622 | 3,85 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 1 797 | 0,00 | 231 | 10,53 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 1 540 | −4,35 | 198 | 5,88 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 10 120 | 77,61 | 1 301 | 96,23 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 6 895 | 0,00 | 887 | 10,47 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 12 745 | −18,75 | 1 639 | −10,25 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 2 831 | 0,78 | 364 | 11,66 | ||||
| 2025-08-15 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 8 000 | 0,00 | 1 029 | −23,28 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 660 | −10,08 | 85 | 5,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 23 658 | 16,62 | 3 042 | 28,84 | ||||
| 2025-05-14 | 13F | Accredited Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 11 155 | 0,00 | 1 435 | 10,48 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 269 000 | 0,00 | 31 | 0,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 121 | 1,69 | 401 | 12,32 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 877 | 0,80 | 113 | 10,89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 168 302 | −3,22 | 21 644 | 6,93 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 26 111 | −0,63 | 3 358 | 9,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 107 | 0,94 | 14 | 8,33 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 2 726 | 0,00 | 351 | 10,41 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 1 865 | 240 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16 607 | 4,17 | 2 136 | 15,09 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 9 492 | −0,84 | 1 221 | 9,52 | ||||
| 2025-08-15 | 13F | Johns Hopkins University | 513 164 | −87,68 | 65 993 | −86,39 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 13 856 | −0,57 | 1 782 | 9,87 | ||||
| 2025-07-22 | 13F | Rector, Church-wardens & Vestrymen Of Trinity Church In The City Of New-york | 345 102 | −77,64 | 44 380 | −75,30 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 233 607 | 30 042 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 13 552 | −10,29 | 1 743 | −0,91 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 260 | −23,75 | 30 | −21,05 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 675 | 87 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 775 | 357 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2 233 | 2,53 | 287 | 13,44 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Empirical Finance, LLC | 12 816 | 2,62 | 1 648 | 13,42 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1 799 | 231 | ||||||
| 2025-07-16 | 13F | American National Bank | 500 | 64 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 80 801 | −0,66 | 10 400 | 9,87 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 100 | 13 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 321 | −7,18 | 556 | 2,59 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 86 771 | 4,29 | 11 159 | 15,23 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | Call | 10 900 | 0,00 | 1 402 | 10,49 | |||
| 2025-08-13 | 13F | Avestar Capital, LLC | Put | 10 900 | 0,00 | 1 402 | 10,49 | |||
| 2025-08-13 | 13F | Haverford Trust Co | 13 052 | 0,00 | 1 678 | 10,47 | ||||
| 2025-05-05 | 13F | Souders Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 2 220 | 0,00 | 285 | 10,47 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 334 | 43 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 4 609 | 593 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5 584 | 17,14 | 736 | 30,27 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 10 299 | 69,11 | 1 323 | 86,72 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 43 644 | 67,27 | 5 613 | 84,85 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 11 035 | 1 419 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 325 997 | 17,89 | 170 523 | 30,26 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2 111 | 0,00 | 271 | 10,61 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 7 286 | −1,17 | 937 | 9,22 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 5 877 | −42,28 | 756 | −32,10 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 14 610 | −11,65 | 1 879 | −2,39 | ||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 413 286 | 18,89 | 53 | 32,50 | ||||
| 2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 28 179 | −6,16 | 3 624 | 3,66 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | Call | 16 500 | 164 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 596 | 0,85 | 77 | 11,76 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 9 932 | −68,46 | 1 277 | −65,15 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 6 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 83 028 | −0,21 | 10 677 | 10,27 | ||||
| 2025-08-13 | 13F | Capital Research Global Investors | 5 475 | −71,48 | 701 | −68,58 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 1 684 | −33,54 | 217 | −26,53 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 5 448 | 0,13 | 701 | 10,58 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Plc | 852 835 | 11,26 | 109 675 | 22,93 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 3 434 | −12,71 | 442 | −3,50 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 41 563 | −0,84 | 5 345 | 9,57 | ||||
| 2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 2 671 | 7,57 | 343 | 19,10 | ||||
| 2025-08-08 | 13F | Allianz Se | 525 698 | −1,32 | 67 605 | 9,04 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 026 | 775 | ||||||
| 2025-04-10 | 13F | Bremer Bank National Association | 193 622 | 0,00 | 22 536 | −0,95 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 8 821 | 0,05 | 1 134 | 10,53 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 2 082 | 0,00 | 268 | 16,59 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 28 413 | 6,65 | 3 654 | 17,87 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 103 | 270 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2 548 | 7,42 | 334 | 20,22 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 2 130 | 0,00 | 274 | 10,53 | ||||
| 2025-08-14 | 13F | Qalhat Capital Ltd | 3 588 206 | 46,39 | 461 443 | 61,75 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 18 456 | 1,34 | 2 373 | 11,99 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 586 | −41,34 | 75 | −35,34 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 3 248 | 5,56 | 418 | 16,48 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 46 319 | 5 957 | ||||||
| 2025-07-15 | 13F | Well Done, LLC | 30 958 | −0,52 | 3 981 | 8,89 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 394 307 | 1,21 | 50 708 | 11,83 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 185 614 | 2,74 | 23 870 | 13,52 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gould Capital, LLC | 1 009 | 0,00 | 130 | 10,26 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 4 614 | 0,00 | 593 | 10,43 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 20 947 | 20,01 | 2 694 | 32,59 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 223 | 0,00 | 157 | 10,56 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 979 | 0,00 | 126 | 10,62 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17 674 | 2 273 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 33 | 0,00 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 274 | 9,28 | 421 | 20,98 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 45 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 157 943 | −34,99 | 20 311 | 1 566,20 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 4 075 | −1,26 | 1 | |||||
| 2025-05-01 | 13F | Cromwell Holdings LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 338 | 0,04 | 944 | 10,55 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2 257 | −96,54 | 290 | −96,19 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 95 | 0,00 | 12 | 9,09 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 75 191 | −6,47 | 9 670 | 3,35 | ||||
| 2025-08-05 | 13F | Prospect Financial Services LLC | 8 174 | 0,00 | 951 | 0,00 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3 684 | 0,00 | 474 | 10,51 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 1 386 120 | −21,25 | 178 255 | −12,99 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 554 | −75,53 | 714 | −73,17 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 1 600 | 0 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 471 | 0,16 | 704 | 10,71 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 775 | 0,00 | 228 | 10,14 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 3 485 | 0,00 | 448 | 10,62 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 69 802 | −72,67 | 9 | −72,41 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 15 | 0,00 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 104 316 | 0,13 | 13 415 | 10,63 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 40 022 | 0,67 | 5 147 | 11,22 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 348 861 | 8,15 | 44 843 | 19,44 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 149 770 | −17,36 | 19 261 | −8,69 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 6 016 | 0,00 | 781 | 16,77 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 17 381 | 1,86 | 2 240 | 16,48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4 692 | 25,76 | 603 | 38,94 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 2 290 | 0,00 | 294 | 10,53 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | Put | 20 600 | 54,89 | 42 | −56,70 | |||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 4 384 | 0,00 | 564 | 10,39 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 60 883 | −3,97 | 7 830 | 6,10 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2 030 | −2,12 | 261 | 8,30 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 1 745 | 224 | ||||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 82 033 | −4,79 | 10 549 | 5,20 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1 799 | 0,00 | 231 | 10,53 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 108 071 | −0,31 | 14 | 8,33 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 20 040 | 3,35 | 2 577 | 14,23 | ||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 276 103 | 78,66 | 35 507 | 97,66 | ||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 377 424 | 29,66 | 48 537 | 43,27 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 1 295 | 0,00 | 167 | 10,67 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 211 | 0,48 | 27 | 12,50 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 9 300 | 1,09 | 1 196 | 11,68 | ||||
| 2025-05-13 | 13F | Clear Street Markets Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2 522 | −2,89 | 324 | 7,28 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 48 235 | 6 203 | ||||||
| 2025-07-03 | 13F | First Hawaiian Bank | 3 083 | 65,57 | 396 | 83,33 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 3 860 | 37,86 | 496 | 52,62 | ||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 33 644 | −15,03 | 4 329 | −7,48 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 600 | 0,00 | 77 | 11,59 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 11 614 | 1,97 | 1 352 | 0,97 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 36 621 | 5,48 | 4 709 | 16,56 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 7 611 | 979 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 7 142 | −7,17 | 919 | 2,57 | ||||
| 2025-05-13 | 13F | Clal Insurance Enterprises Holdings Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 1 813 | 0,00 | 233 | 10,43 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 25 022 | 1,82 | 3 218 | 12,48 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 20 675 | 4,58 | 2 659 | 15,51 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 7 960 | 77,05 | 1 024 | 95,60 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 3 902 | −11,06 | 502 | −1,76 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 804 | 14,12 | 361 | 25,87 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 89 138 | 5,48 | 11 463 | 16,55 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 203 236 | −4,51 | 26 136 | 5,51 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 18 131 | 2,01 | 2 332 | 12,72 | ||||
| 2025-08-13 | 13F | Polen Capital Management Llc | 88 558 | −76,99 | 11 389 | −74,57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 992 | 0,11 | 899 | 10,85 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 22 070 | 6,73 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 6 274 | 0,00 | 807 | 10,41 | ||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 10 000 | 0,00 | 1 286 | 10,58 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 2 468 | −2,76 | 317 | 7,46 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 205 758 | −75,30 | 26 460 | −72,71 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 44 053 | 0,00 | 5 665 | 10,49 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 14 660 | 0,00 | 1 885 | 10,49 | ||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 2 257 | 0,00 | 290 | 10,69 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 36 728 | 4 723 | ||||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 1 577 | 203 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 105 372 | −34,94 | 13 551 | −28,11 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 3 555 | 0,00 | 457 | 10,65 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 492 387 | 5,37 | 63 321 | 16,43 | ||||
| 2025-05-06 | 13F | Rothschild & Co Wealth Management UK Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 6 869 | −7,77 | 883 | 1,96 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 925 | 0,00 | 119 | 10,28 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16 788 | 0,00 | 2 159 | 10,50 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 376 | 1,60 | 563 | 12,18 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 5 524 | 3,00 | 710 | 13,96 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 2 013 | 0,05 | 259 | 10,26 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3 963 | 510 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 21 | 0,00 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 52 936 | −2,11 | 6 839 | 12,85 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 16 369 | 39,13 | 2 105 | 53,76 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 78 775 | 10 130 | ||||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 385 120 | 49,93 | 49 526 | 65,67 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 145 208 | −25,16 | 18 674 | −17,31 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 443 | 20,75 | 186 | 33,09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 70 000 | 9 002 | ||||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 257 | 0,00 | 33 | 13,79 | ||||
| 2025-05-02 | 13F | Altman Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 11 616 | 0,77 | 1 494 | 11,33 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 2 222 | 0,00 | 286 | 10,47 | ||||
| 2025-08-12 | 13F | Wind River Trust Co | 97 879 | −14,66 | 12 587 | −5,71 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 13 579 | 1,56 | 1 746 | 12,21 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 27 318 | 0,01 | 3 513 | 10,51 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 293 | 41,33 | 424 | 56,09 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 27 451 | −0,25 | 3 530 | 10,21 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 2 892 | −16,99 | 372 | −8,40 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 53 896 | 6 931 | ||||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 26 307 | 2,33 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17 967 | 2 311 | ||||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 70 178 | 9 025 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 104 716 | 74,63 | 12 188 | 72,99 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 1 795 | 231 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 26 377 | −13,73 | 3 392 | −4,67 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 14 183 | 365,32 | 1 825 | 413,80 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 498 695 | 547,91 | 64 132 | 615,92 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 76 | 0,00 | 10 | 12,50 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 3 182 | 0,00 | 409 | 10,54 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 14 519 | 0,00 | 1 867 | 10,54 | ||||
| 2025-07-22 | 13F | Sava Infond d.o.o. | 33 450 | 0,00 | 4 302 | 10,48 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 52 191 | 31,52 | 6 712 | 45,32 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 5 552 | −9,97 | 714 | −0,56 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 37 838 | 0,00 | 4 866 | 10,49 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35 976 | 82,75 | 4 627 | 101,92 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 218 468 | −2,74 | 28 095 | 7,46 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 3 452 | 18,54 | 444 | 31,07 | ||||
| 2025-05-15 | 13F | Aristotle Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-14 | 13F | Bruce G. Allen Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 60 | 8 | ||||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 23 364 | 2,03 | 3 005 | 12,72 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 42 232 | −0,29 | 5 431 | 10,18 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 965 | 0,00 | 124 | 10,71 | ||||
| 2025-08-14 | 13F | Wexford Capital Lp | 5 931 | 0,00 | 763 | 10,43 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 13 096 | 256,94 | 1 524 | 253,60 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 053 | −62,58 | 135 | −58,72 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 2 488 | 0,00 | 320 | 10,38 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 565 | 15,31 | 73 | 26,32 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 614 | −5,22 | 593 | 4,77 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 502 613 | 3,55 | 64 636 | 14,41 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | Call | 2 064 000 | 25,00 | 265 430 | 38,11 | |||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 3 863 | 4,89 | 497 | 15,89 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 9 540 | −9,43 | 1 110 | −10,27 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 30 907 | 0,16 | 3 975 | 10,67 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 2 873 | 12,23 | 369 | 24,24 | ||||
| 2025-05-07 | 13F | Alteri Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Geneos Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 11 509 | −87,55 | 1 480 | −86,24 | ||||
| 2025-08-04 | 13F | Balentine LLC | 5 774 | 8,03 | 742 | 19,29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35 977 | −3,91 | 4 627 | 6,17 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 61 171 | 5,36 | 7 867 | 16,41 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 116 | 0,00 | 15 | 7,69 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 2 399 | 0,76 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 597 | 0,48 | 987 | 12,16 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 40 844 | 0,85 | 5 253 | 11,44 | ||||
| 2025-04-14 | 13F | Sivia Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | MayTech Global Investments, LLC | 12 322 | −73,14 | 1 601 | −70,01 | ||||
| 2025-08-11 | 13F | Gr Financial Group, Llc | 1 907 | −35,55 | 245 | −28,78 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | Call | 10 900 | 0,00 | 1 402 | 11,46 | |||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 571 | 0,86 | 588 | 11,39 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 11 575 | 23,19 | 1 517 | 38,79 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11 138 | 1,70 | 1 432 | 12,40 | ||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 11 725 | 290,83 | 1 508 | 331,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4 313 | 0,02 | 560 | 16,91 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 947 | 122 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 373 | 0,00 | 48 | 9,30 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 952 | −27,70 | 251 | −19,29 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 289 | 246,69 | 809 | 282,94 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2 282 | 0,00 | 293 | 10,57 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 345 | 38,42 | 559 | 52,88 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 73 100 | 1,95 | 8 937 | 7,08 | ||||
| 2025-08-14 | 13F | Moneda S.A. Administradora General de Fondos | 43 523 | −11,57 | 5 597 | −2,29 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 2 852 | −0,73 | 367 | 9,58 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 232 948 | −2,42 | 29 989 | 7,92 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 34 683 | −6,44 | 4 460 | 3,38 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 500 | 0,00 | 64 | 10,34 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3 069 | 2,16 | 395 | 12,89 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11 145 | 22,51 | 1 433 | 35,44 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 28 846 | 1,98 | 3 710 | 12,67 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 13 859 | −27,53 | 1 782 | −19,91 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 57 472 | −1,75 | 7 391 | 8,55 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 584 | 0 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 2 149 | −38,12 | 276 | −31,68 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 205 | 0,00 | 26 | 13,04 | ||||
| 2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 9 349 | 0,19 | 1 202 | 10,68 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 969 | 28,33 | 1 282 | 41,70 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 19 426 | 25,04 | 2 498 | 38,16 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 2 160 | −32,84 | 278 | −25,94 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 715 | 0,00 | 92 | 9,64 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 2 956 | −0,87 | 380 | 9,51 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 46 | 0,00 | 6 | 0,00 | ||||
| 2025-08-15 | 13F | 44 Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 586 | 27,82 | 1 104 | 41,36 | ||||
| 2025-05-13 | 13F | Sei Investments Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 24 495 | −11,40 | 3 150 | −2,08 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 71 093 | 1 887,50 | 9 143 | 2 097,60 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13 714 | 3,43 | 1 764 | 14,26 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 459 719 | −39,47 | 59 120 | −33,12 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 2 887 | 0,00 | 371 | 10,42 | ||||
| 2025-08-25 | NP | IOLZX - ICON EQUITY FUND Institutional Class | 1 500 | 193 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 17 374 | 2,06 | 2 234 | 12,77 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 7 106 | 0,45 | 914 | 10,94 | ||||
| 2025-07-10 | 13F | P/E Global LLC | 2 215 307 | 0,64 | 285 | 10,94 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 200 195 | −0,04 | 25 745 | 10,44 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 749 | −85,67 | 739 | −84,15 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 5 575 | 0,00 | 717 | 10,49 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 128 438 | −1,80 | 17 | 6,67 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5 828 | 0,00 | 749 | 10,47 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 123 362 | 0,49 | 15 864 | 11,04 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 12 235 | 8,17 | 1 573 | 19,53 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 4 762 | 24,66 | 1 | |||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 4 176 | 1,80 | 537 | 12,58 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 150 462 | −0,28 | 19 349 | 10,18 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 519 348 | −8,74 | 966 988 | 0,83 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 2 785 | 2,05 | 358 | 12,93 | ||||
| 2025-05-06 | 13F | Sage Advisory Services, Ltd.Co. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 10 319 | −56,45 | 1 327 | −51,87 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 4 780 | 562 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 493 941 | 56,52 | 64 | 75,00 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 4 703 | −78,12 | 605 | −75,86 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 2 337 | 15,92 | 301 | 28,21 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2 192 824 | −7,79 | 281 997 | 1,89 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 1 749 | 0,00 | 225 | 10,34 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Call | 3 000 | 38 580 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13 828 | 3,88 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 2 096 | 0,00 | 270 | 10,70 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 | 0,00 | 0 | |||||
| 2025-05-07 | 13F | Cornerstone Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3 644 | 6,30 | 469 | 17,29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 272 062 | 4,44 | 34 987 | 15,40 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 12 500 | 0,00 | 1 608 | 10,52 | ||||
| 2025-04-25 | 13F | Northwest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 260 | 0,00 | 33 | 10,00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 18 153 | 31,87 | 2 334 | 45,69 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 542 081 | 8,35 | 69 712 | 19,72 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 93 300 | 3,67 | 11 998 | 14,54 | |||
| 2025-08-14 | 13F | Becker Capital Management Inc | 8 300 | 0,00 | 1 067 | 10,46 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 814 395 | −0,93 | 104 731 | 9,46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 78 900 | 2,47 | 10 147 | 13,21 | |||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 17 965 | 14,87 | 2 310 | 26,92 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 207 698 | −11,72 | 27 | −3,70 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3 312 | 0,00 | 426 | 10,39 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 4 314 | 0,00 | 555 | 10,36 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5 339 | 66,12 | 687 | 83,42 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 86 103 | 1,05 | 11 073 | 11,65 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 414 937 | 499,60 | 53 361 | 562,53 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 1 770 | 0,11 | 228 | 10,73 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 3 539 | 72,47 | 455 | 90,38 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3 007 | 387 | ||||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 5 514 | 1,04 | 709 | 11,65 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 5 526 | −74,84 | 711 | −72,22 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 20 562 | 0,92 | 2 644 | 11,51 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6 712 | −1,97 | 863 | 8,42 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 677 | 216 | ||||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 668 | 51,47 | 86 | 66,67 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 46 051 | 147,17 | 5 922 | 173,15 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 190 385 | −4,86 | 24 484 | 5,12 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 1 677 | 216 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 465 774 | −1,61 | 59 899 | 8,71 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 180 | 280 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 1 943 | 250 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 925 | −13,95 | 119 | −5,60 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 4 212 | −2,95 | 542 | 7,13 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 15 864 | 11,14 | 2 040 | 22,82 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 8 858 | 1,44 | 1 139 | 12,11 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 4 717 | 0,00 | 607 | 10,38 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 647 | 19,42 | 1 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 34 723 | 1,96 | 4 465 | 12,67 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 9 250 | 337,56 | 1 190 | 383,33 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 328 | 9,72 | 685 | 21,24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 61 076 | 1,04 | 7 854 | 11,64 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 1 688 | −38,93 | 217 | −32,40 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 45 297 | −1,52 | 5 825 | 8,82 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 27 590 | −0,86 | 3 548 | 9,54 | ||||
| 2025-08-14 | 13F | VPR Management LLC | 93 300 | 12,00 | 11 998 | 23,75 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 3 456 | 0,00 | 444 | 10,45 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 4 750 | 0,00 | 611 | 10,51 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 59 220 | −1,63 | 7 616 | 8,69 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 68 | 0,00 | 9 | 14,29 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 87 253 | 2,67 | 11 | 22,22 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 137 324 | −15,59 | 146 260 | −6,74 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1 001 | 0,00 | 129 | 10,34 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 14 556 | 1,01 | 1 872 | 11,57 | ||||
| 2025-08-08 | 13F | Creative Planning | 52 432 | 4,95 | 6 743 | 15,96 | ||||
| 2025-04-17 | 13F | Factory Mutual Insurance Co | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 183 227 | 4,25 | 23 563 | 15,18 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 495 | 607,14 | 64 | 687,50 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 8 857 | 0,52 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 61 108 | −2,71 | 7 859 | 7,50 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 75 | 0,00 | 10 | 12,50 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 48 109 | 0,00 | 6 187 | 10,48 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2 351 | 13,25 | 302 | 25,31 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 2 610 | −38,52 | 336 | −32,19 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 900 | 0,00 | 116 | 10,58 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 1 423 054 | −1,50 | 183 005 | 8,84 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 6 | 1 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 170 | 0,00 | 22 | 10,53 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 50 275 | 0,00 | 6 465 | 10,49 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 2 272 | −19,49 | 292 | −10,98 | ||||
| 2025-05-13 | 13F | Lepercq De Neuflize Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 5 366 | 0,00 | 690 | 10,58 | ||||
| 2025-04-09 | 13F | Sarasin & Partners LLP | 1 378 340 | 164 781 | ||||||
| 2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 4 135 | −1,66 | 532 | 8,59 | ||||
| 2025-08-13 | 13F | GQG Partners LLC | 5 694 | −35,93 | 732 | −29,21 | ||||
| 2025-07-23 | 13F | Shell Asset Management Co | 0 | 0 | ||||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 1 382 484 | −25,98 | 177 787 | −18,22 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 8 284 | 249,83 | 1 065 | 287,27 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 3 000 | 0,00 | 386 | 10,32 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 934 498 | 1,37 | 120 176 | 12,00 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 33 226 | 0,00 | 4 273 | 10,47 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 75 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Emory University | 1 817 | 0,00 | 234 | 10,43 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 25 199 | 40,53 | 3 241 | 55,32 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 500 000 | 64 300 | ||||||
| 2025-03-31 | NP | FSAWX - Fidelity SAI Convertible Arbitrage Fund | 99 500 | 0,00 | 12 058 | 3,54 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 149 | −43,35 | 19 | −36,67 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3 194 | 3,97 | 411 | 14,85 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 356 | 2 103 | ||||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 25 247 | 0,00 | 3 247 | 10,48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 751 | 26,47 | 482 | 39,71 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 41 810 | 1,81 | 5 377 | 12,49 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 52 005 | 10,00 | 6 688 | 21,56 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 786 | 101 | ||||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 2 686 | −57,85 | 345 | −53,44 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3 892 | 0,00 | 513 | 13,50 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 460 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 922 | 4,51 | 1 662 | 15,43 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5 439 | 0,02 | 699 | 10,43 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 135 | 2 600,00 | 17 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2 609 | 0,00 | 336 | 10,56 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 44 640 | 5,31 | 5 741 | 16,36 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2 281 | 0,00 | 293 | 10,57 | ||||
| 2025-08-11 | 13F | Birnam Oak Advisors, LP | 276 800 | 0,73 | 35 596 | 11,30 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 455 425 | −5,50 | 58 568 | 4,41 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 2 292 511 | 73 377,92 | 294 817 | 81 116,53 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 6 661 | 1,54 | 857 | 12,19 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 114 803 | −0,29 | 14 764 | 10,17 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 442 466 | 34,19 | 56 901 | 48,27 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 617 | 208 | ||||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 2 923 | 0,00 | 376 | 10,29 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 28 700 | 24,24 | 3 691 | 37,28 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 46 900 | −55,29 | 6 031 | −50,60 | |||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 4 322 | 0,00 | 1 | |||||
| 2025-08-07 | 13F | Commerce Bank | 7 366 | 0,00 | 947 | 10,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 62 372 | 2,14 | 8 021 | 12,86 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1 568 | 202 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 59 | 8 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 7 029 | 1,43 | 904 | 12,03 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 1 100 | 0,00 | 141 | 10,16 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 1 645 | 212 | ||||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 128 506 | 59,81 | 16 526 | 76,57 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 31 899 | 0,10 | 4 102 | 10,60 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 504 | −3,45 | 65 | 6,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 46 908 | −12,77 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Capital International Investors | 175 704 | −43,84 | 22 497 | −38,14 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 1 761 | 0,06 | 227 | 10,78 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 81 059 | 18,25 | 10 424 | 30,66 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 962 858 | 76,26 | 123 824 | 94,75 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 87 | 0,00 | 11 | 10,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2 550 | 0,00 | 328 | 9,36 | ||||
| 2025-07-31 | 13F | CNB Bank | 500 | 0,00 | 64 | 10,34 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 27 539 | −13,34 | 3 542 | −4,25 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 3 113 | 36,42 | 400 | 50,94 | ||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 518 042 | 14,45 | 66 620 | 26,45 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 2 394 | −7,46 | 308 | 1,99 | ||||
| 2025-08-14 | 13F | UBS Group AG | Put | 112 100 | −8,42 | 14 416 | 1,19 | |||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 129 | 0,78 | 17 | 14,29 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 74 701 | 98,36 | 9 607 | 119,16 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 202 200 | 15,92 | 26 003 | 28,08 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 70 | 0,00 | 8 | 0,00 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 11 836 | −69,65 | 2 303 | −53,26 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 2 700 | −9,70 | 346 | −0,58 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 342 137 | 3,74 | 43 999 | 7,87 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 462 | 0,00 | 59 | 11,32 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 50 408 | 0,23 | 6 482 | 10,75 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 2 694 | 0,00 | 346 | 10,54 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 527 | 0,00 | 68 | 9,84 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 14 984 | −24,92 | 1 947 | −15,53 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4 107 | 0,07 | 528 | 10,69 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 29 979 | −0,75 | 3 855 | 9,67 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 4 | 0,00 | 1 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 21 074 | 0,09 | 2 710 | 10,61 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 3 520 | 0,00 | 453 | 10,51 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 2 083 | 268 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 16 437 | −27,13 | 2 114 | −19,50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 20 469 | −22,86 | 2 633 | −14,77 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 2 362 | 304 | ||||||
| 2025-08-08 | 13F | KBC Group NV | 6 609 | −62,44 | 1 | −100,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11 846 | −22,21 | 1 523 | −14,05 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 9 362 | 1 122 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 618 | 10,38 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 792 945 | 132,43 | 230 573 | 156,81 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 5 405 | 695 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 2 298 | 0,00 | 296 | 10,49 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 28 089 | −6,18 | 3 612 | 3,67 | ||||
| 2025-05-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 7 746 | 0,05 | 996 | 10,54 | ||||
| 2025-07-30 | 13F | Privium Fund Management (UK) Ltd | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2 082 | 268 | ||||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 283 160 | 1,08 | 36 414 | 11,69 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8 442 | 1 086 | ||||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 8 260 | 0,00 | 1 062 | 10,51 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2 560 | 1,23 | 329 | 11,90 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6 031 | 0,48 | 776 | 11,03 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 2 717 | 0,00 | 349 | 10,44 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 15 647 | 0,00 | 2 012 | 10,49 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 6 656 | 0,77 | 856 | 11,46 | ||||
| 2025-04-16 | 13F | Mount Yale Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 985 | 0,00 | 255 | 10,39 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 5 031 | −1,06 | 647 | 9,31 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 3 344 | 0,00 | 430 | 10,28 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2 979 | −80,08 | 383 | −77,99 | ||||
| 2025-08-12 | 13F | Barings Llc | 37 409 | 38,60 | 4 811 | 53,14 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 1 716 | 221 | ||||||
| 2025-08-14 | 13F | Harris Associates L P | 1 092 | −42,28 | 140 | −36,36 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22 410 | −41,83 | 2 882 | −35,73 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 32 465 | −5,27 | 4 175 | 4,66 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 14 225 | −3,98 | 1 829 | 6,09 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 12 285 | 0,37 | 1 580 | 10,88 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 3 744 | 0,00 | 481 | 10,57 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 | 0,00 | 0 | |||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 2 954 | 325 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 6 013 | −0,35 | 773 | 10,11 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 2 670 | −2,20 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 92 676 | −2,04 | 11 918 | 8,25 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 165 | 0,74 | 278 | 11,20 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 13 838 | −2,05 | 1 780 | 8,21 | ||||
| 2025-05-02 | 13F | Wsfs Capital Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 111 | −35,47 | 14 | −30,00 | ||||
| 2025-09-03 | 13F | American Trust | 3 913 | 503 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 12 283 | 1 580 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 8 842 | −16,09 | 1 137 | −7,26 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 6 985 | −5,88 | 898 | 4,06 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 347 | 1,46 | 45 | 12,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 309 446 | 18,29 | 39 795 | 30,70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | Put | 1 000 000 | 128 600 | |||||
| 2025-08-14 | 13F | Brandywine Managers, Llc | 293 679 | 0,00 | 37 767 | 10,49 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 270 185 | 15,24 | 34 746 | 27,33 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 239 | 4,05 | 545 | 14,98 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 731 991 | 0,51 | 222 734 | 11,05 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 19 839 | 3,58 | 2 551 | 14,45 | ||||
| 2025-05-06 | 13F | Navellier & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 621 117 | −47,79 | 79 876 | −42,31 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6 656 | 0,18 | 856 | 10,61 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 3 763 | 0,78 | 496 | 14,29 | ||||
| 2025-08-14 | 13F | Centerstone Investors, LLC | 15 984 | −73,05 | 2 056 | −70,22 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 9 126 | 0,00 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 682 930 | 21,66 | 87 825 | 34,42 | ||||
| 2025-05-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 438 | 28,09 | 440 | 41,48 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 1 747 | 0,00 | 225 | 10,34 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 41 765 | 2,63 | 5 371 | 13,41 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10 085 | 0,00 | 1 297 | 24,14 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 34 459 | −0,32 | 4 431 | 10,14 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 3 234 | 29,05 | 416 | 42,61 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 52 | −10,34 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 81 492 | 0,11 | 10 480 | 10,61 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 22 401 | −30,28 | 2 881 | −22,97 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 353 | 969,70 | 45 | 1 400,00 |
