Grundläggande statistik
| Institutionella ägare | 163 total, 163 long only, 0 short only, 0 long/short - change of −6,86% MRQ |
| Genomsnittlig portföljallokering | 0.4403 % - change of −17,31% MRQ |
| Institutionella aktier (lång) | 15 937 107 (ex 13D/G) - change of −2,26MM shares −12,44% MRQ |
| Institutionellt värde (lång) | $ 627 930 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (US:AGGY) har 163 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 15,937,107 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, LPL Financial LLC, Cwm, Llc, Mercer Global Advisors Inc /adv, HighTower Advisors, LLC, Envestnet Asset Management Inc, Savant Capital, LLC, Prestige Wealth Management Group LLC, UBS Group AG, and SimpliFi, Inc. .
WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (ARCA:AGGY) 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 23, 2025 is 44,39 / share. Previously, on September 24, 2024, the share price was 45,04 / share. This represents a decline of 1,44% 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.
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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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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Armis Advisers, LLC | 53 269 | −15,06 | 2 324 | −14,65 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 77 170 | 3,33 | 3 367 | 3,79 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 32 881 | 1,60 | 1 435 | 2,06 | ||||
| 2025-09-22 | 13F | Caldwell Trust Co | 300 | 0,00 | 13 | 0,00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 7 749 | −3,15 | 338 | −2,59 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 217 729 | 3,52 | 9 456 | 3,79 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 95 641 | −9,67 | 4 173 | −9,26 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 21 265 | −59,40 | 925 | −59,37 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 4 662 | −15,67 | 203 | −15,42 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 6 591 | 1,14 | 288 | 1,41 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 9 | 0,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 46 222 | 35,63 | 2 017 | 36,22 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 18 078 | 1,47 | 789 | 1,94 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 11 650 | −2,59 | 508 | −2,12 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 6 847 | −2,24 | 299 | −1,97 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 12 759 | 82,01 | 557 | 82,89 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 086 | 19,68 | 91 | 21,33 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 4 197 | −5,79 | 183 | −5,18 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 201 | 0,00 | 9 | 0,00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 8 696 | −4,67 | 379 | −4,29 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 14 011 | 0,00 | 611 | 0,49 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 744 | 3,48 | 32 | 3,23 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 130 963 | −2,41 | 5 714 | −1,97 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 558 | 330 | ||||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 1 595 | 0,00 | 70 | 0,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 27 979 | −9,81 | 1 221 | −9,43 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 870 086 | 3,60 | 37 962 | 4,08 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 5 364 | 0,00 | 234 | 0,86 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 4 941 | 0,00 | 216 | 0,47 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 394 718 | −20,35 | 17 222 | −19,99 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 905 | 0 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 137 948 | −14,23 | 5 946 | −15,12 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 209 | 0,97 | 9 | 12,50 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 63 866 | −5,36 | 2 786 | −4,91 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 628 018 | −3,90 | 27 400 | −3,46 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 66 842 | 103,93 | 2 916 | 104,92 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 30 973 | 0,90 | 1 351 | 1,35 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 669 | 5,52 | 29 | 7,41 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 163 670 | −63,08 | 7 141 | −62,91 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 13 748 | 8,30 | 600 | 8,71 | ||||
| 2025-04-09 | 13F | Merit Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 181 645 | −23,34 | 95 185 | −22,99 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 12 976 | 0,16 | 566 | 0,71 | ||||
| 2025-08-14 | 13F | Fmr Llc | 29 | −97,82 | 1 | −98,25 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 79 635 | −16,70 | 3 474 | −16,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6 126 | −27,31 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1 254 | 0,00 | 55 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | James Investment Research Inc | 9 776 | 5,30 | 427 | 5,71 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 18 751 | −61,17 | 818 | −60,99 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 3 061 | 0,00 | 134 | 0,76 | ||||
| 2025-08-14 | 13F | Betterment LLC | 34 061 | 1,67 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12 549 | −3,68 | 548 | −3,19 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 9 767 | 59,64 | 426 | 60,15 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7 657 | 0,14 | 334 | 0,60 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 210 917 | 1,97 | 9 204 | 2,45 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 25 960 | −1,19 | 1 133 | −0,79 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 156 078 | −0,63 | 6 810 | −0,18 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 13 351 | 1,13 | 582 | 1,57 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 19 159 | −24,45 | 836 | −24,16 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21 445 | 43,35 | 931 | 43,89 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 16 181 | −7,13 | 706 | −6,75 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15 960 | −10,88 | 696 | −10,42 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 168 606 | 20,29 | 7 356 | 20,85 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 83 | 4 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 057 | 0,00 | 90 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 250 464 | −5,69 | 10 928 | −5,25 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 937 | −6,49 | 259 | −5,82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12 231 | −1,62 | 534 | −1,11 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 4 919 | 2,78 | 215 | 3,38 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 502 | −28,69 | 22 | −30,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 634 585 | −4,57 | 27 687 | −4,13 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 405 | −63,64 | 18 | −63,83 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 351 | 156,20 | 15 | 200,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 49 | 2 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 30 920 | 11,33 | 1 349 | 11,86 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 003 | 0,00 | 44 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 133 128 | 5,73 | 5 808 | 6,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 134 | −10,67 | 6 | −16,67 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 528 | 0,00 | 23 | 4,55 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 278 | 1,09 | 0 | |||||
| 2025-08-14 | 13F | First Foundation Advisors | 343 803 | −4,11 | 15 000 | −3,67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 74 446 | −1,31 | 3 248 | −0,85 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Leuthold Group, Llc | 10 932 | 477 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 832 | 30,48 | 80 | 31,15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 45 779 | 13,00 | 1 997 | 13,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 473 969 | 16,14 | 20 679 | 16,68 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 17 591 | 26,48 | 767 | 26,99 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 527 | 14,90 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 11 682 | 3,05 | 510 | 3,46 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6 018 | 1,13 | 263 | 1,55 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 7 268 | −3,18 | 317 | −2,76 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 96 343 | 2,61 | 4 203 | 3,09 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 48 966 | 0,95 | 2 130 | 1,09 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 439 659 | 0,53 | 19 182 | 1,00 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 10 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 224 588 | −0,94 | 53 429 | −0,49 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 18 948 | −8,42 | 823 | −8,35 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5 281 | 230 | ||||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 7 290 | −92,04 | 318 | −92,01 | ||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 200 | 0,00 | 9 | 0,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 81 531 | 2,65 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 52 489 | −3,08 | 2 290 | −2,64 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 198 118 | −4,57 | 8 644 | −4,14 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 20 206 | 46,91 | 882 | 47,57 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 62 237 | −0,65 | 2 715 | −0,18 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 13 700 | 13,22 | 598 | 13,71 | |||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 33 936 | −58,14 | 1 481 | −57,95 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 820 | 17,40 | 123 | 18,27 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 886 | −7,01 | 388 | −6,97 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 332 | 0,00 | 14 | 0,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13 817 | 35,81 | 603 | 38,07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 89 496 | 231,56 | 3 905 | 233,11 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 7 895 | 0,00 | 344 | 0,58 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 3 627 | 0,00 | 158 | 0,64 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 63 677 | 14,09 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12 503 | 115,98 | 546 | 117,13 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 229 136 | 149,86 | 9 997 | 151,05 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 112 502 | 69,18 | 4 908 | 69,94 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 38 088 | 1 660 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 35 912 | −8,14 | 1 567 | −7,72 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 7 057 | 0,00 | 308 | 0,33 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 17 904 | 1,35 | 781 | 1,83 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 50 508 | 24,64 | 2 204 | 25,24 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 9 127 | −3,32 | 398 | −2,69 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 860 301 | −0,19 | 37 535 | 0,26 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 12 081 | 6,93 | 521 | 7,42 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 15 430 | 233,26 | 673 | 234,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 655 690 | −1,91 | 28 608 | −1,46 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 821 | 210,34 | 123 | 215,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 153 283 | 9,99 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 221 181 | −41,80 | 9 650 | −41,53 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 107 436 | −6,45 | 4 687 | −6,02 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 199 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 274 550 | −2,01 | 11 979 | −1,57 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 5 210 | −1,77 | 227 | −1,30 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 62 912 | −5,52 | 2 744 | −5,05 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 234 249 | 1 581,37 | 10 220 | 1 567,21 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 418 | 1,85 | 149 | 2,76 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 180 356 | −0,21 | 51 | 0,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16 948 | 4,64 | 740 | 5,41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7 206 | 26,44 | 314 | 27,13 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 201 | 0,00 | 9 | 0,00 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 6 657 | −15,71 | 290 | −15,45 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 10 190 | 0,11 | 445 | 0,45 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 5 596 | −2,17 | 243 | −2,02 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 8 115 | −7,04 | 354 | −6,60 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 500 | 0,00 | 22 | 0,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 881 | −60,03 | 298 | −59,81 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 15 091 | −45,98 | 658 | −45,75 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 112 699 | −88,04 | 4 917 | −87,98 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 918 | −21,40 | 389 | −20,93 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 16 911 | 0,00 | 738 | 0,41 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 5 207 | 1,13 | 227 | 1,79 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 34 055 | −10,69 | 1 486 | −10,33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 144 280 | 3,49 | 6 295 | 3,95 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 48 177 | −1,43 | 2 100 | −1,04 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6 065 | −8,63 | 265 | −8,33 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8 064 | 352 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 78 844 | −5,97 | 3 440 | −5,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 258 846 | 16,93 | 11 293 | 17,48 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 10 352 | −24,78 | 452 | −24,46 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 262 | 0,00 | 11 | 0,00 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 6 712 | 30,74 | 293 | 31,53 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 15 633 | −19,66 | 1 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28 317 | −3,00 | 1 235 | −2,53 |
