Grundläggande statistik
| Institutionella ägare | 374 total, 374 long only, 0 short only, 0 long/short - change of 3,59% MRQ |
| Genomsnittlig portföljallokering | 0.3448 % - change of 4,85% MRQ |
| Institutionella aktier (lång) | 16 464 626 (ex 13D/G) - change of 0,30MM shares 1,83% MRQ |
| Institutionellt värde (lång) | $ 970 177 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Core 60/40 Balanced Allocation ETF (US:AOR) har 374 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 16,464,626 aktier. Största aktieägare inkluderar BlackRock, Inc., Jpmorgan Chase & Co, Mesirow Financial Investment Management, Inc., Bank Of America Corp /de/, LPL Financial LLC, Aspiriant, Llc, Morgan Stanley, Wells Fargo & Company/mn, Worth Asset Management, LLC, and Integrated Investment Consultants, LLC .
iShares Trust - iShares Core 60/40 Balanced Allocation ETF (ARCA:AOR) 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 10, 2025 is 63,58 / share. Previously, on September 11, 2024, the share price was 57,82 / share. This represents an increase of 9,96% 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.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12 213 | −0,14 | 752 | 6,68 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 15 091 | 7,28 | 929 | 14,83 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 7 210 | 444 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 399 | 7,88 | 640 | 15,52 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 12 362 | −0,84 | 761 | 6,14 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 18 | 500,00 | 1 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5 545 | 0,25 | 341 | 7,23 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 4 653 | −3,56 | 286 | 3,25 | ||||
| 2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 46 379 | −3,62 | 2 856 | 3,07 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3 615 | −57,66 | 223 | −54,79 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 3 430 | −3,57 | 211 | 3,43 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 117 647 | −1,19 | 7 244 | 5,68 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 057 | −5,17 | 558 | 1,46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 025 | 0,45 | 248 | 7,39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 28 742 | 8,84 | 1 768 | 16,32 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 25 655 | −1,27 | 1 580 | 5,62 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 134 189 | −6,38 | 8 262 | 0,12 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 5 965 | 0,00 | 367 | 7,00 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 3 701 | 0,16 | 228 | 7,08 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 8 032 | −50,67 | 490 | −47,81 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 44 423 | −54,25 | 2 735 | −51,07 | ||||
| 2025-08-12 | 13F | Boston Research & Management Inc | 6 886 | −19,07 | 0 | |||||
| 2025-07-18 | 13F | BSW Wealth Partners | 212 686 | 25,37 | 13 095 | 34,09 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 23 874 | −2,75 | 1 470 | 3,96 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 416 | 0,00 | 26 | 8,70 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 96 719 | −4,29 | 5 955 | 2,36 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 220 | −14,08 | 75 | −7,41 | ||||
| 2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 18 078 | 1 123 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6 169 | 385 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 383 | −37,82 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 360 | 63,86 | 84 | 76,60 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 18 320 | 4,89 | 1 128 | 12,14 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 5 022 | 0,00 | 309 | 6,92 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 3 996 | 0,00 | 246 | 6,96 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5 973 | −2,03 | 368 | 4,56 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 444 | −60,98 | 27 | −58,46 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 950 | 0,00 | 243 | 7,05 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 4 004 | 247 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 34 918 | 0,47 | 2 150 | 7,45 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 910 | −5,70 | 56 | 1,82 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 667 | 225 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 594 241 | −1,46 | 36 588 | 5,38 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 11 420 | 482,36 | 703 | 527,68 | ||||
| 2025-05-13 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 452 195 | −2,53 | 27 842 | 4,24 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3 968 | −29,75 | 244 | −24,92 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39 523 | 2 433 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 33 301 | 2,82 | 2 050 | 9,98 | ||||
| 2025-04-15 | 13F | McKinley Carter Wealth Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 98 383 | −1,34 | 6 057 | 5,50 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4 100 | 0,00 | 252 | 6,78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 285 | 90,52 | 325 | 104,40 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 84 813 | 2,54 | 5 222 | 9,66 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7 945 | 4,68 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 81 978 | −38,37 | 5 037 | −34,23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 77 703 | −7,27 | 4 784 | −0,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 504 316 | 26,80 | 31 051 | 35,61 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 29 049 | −0,12 | 1 789 | 6,81 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 15 323 | 0,00 | 943 | 6,92 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 29 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 337 | 43,40 | 21 | 53,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 436 440 | −18,39 | 26 872 | −12,73 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 26 053 | −1,76 | 1 604 | 5,11 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 5 683 | 350 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27 936 | −29,58 | 2 | −50,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10 950 | 5,38 | 674 | 12,71 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 406 | 0,00 | 25 | 4,35 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 8 210 | 0,00 | 505 | 6,99 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4 439 | −0,38 | 273 | 6,64 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 474 | 0,42 | 22 | 5,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 681 | 0,15 | 42 | 5,13 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7 226 | −5,47 | 445 | 0,91 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 133 | 0,76 | 8 | 14,29 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 59 768 | −2,70 | 3 680 | 4,04 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 93 240 | 9,17 | 5 741 | 16,76 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 381 062 | 23 462 | ||||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 5 613 | 0,00 | 346 | 6,81 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4 796 | −0,08 | 0 | |||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 3 851 | 237 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209 566 | 56,17 | 12 901 | 66,97 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 215 | 0,16 | 75 | 7,25 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 10 821 | 0,51 | 660 | 11,32 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 22 478 | −2,93 | 1 384 | 3,75 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 5 776 | −13,29 | 353 | −3,55 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 7 260 | 8,08 | 447 | 18,25 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 72 206 | 0,30 | 4 446 | 7,26 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 12 499 | 3,06 | 770 | 10,17 | ||||
| 2025-07-17 | 13F | City Holding Co | 35 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 100 | 0,00 | 6 | 20,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 7 599 | 18,49 | 468 | 26,56 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 216 | −47,22 | 506 | −43,64 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 568 | −18,39 | 33 | −17,95 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 143 | 70 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 2 596 | −60,64 | 160 | −58,05 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 761 | 0 | ||||||
| 2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 799 | 2,24 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 22 | 0,00 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 41 105 | −1,15 | 2 531 | 5,68 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 13 312 | −12,58 | 820 | −6,51 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 5 659 | −7,89 | 348 | −1,42 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 15 455 | 27,71 | 952 | 36,64 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 28 137 | 639,67 | 1 732 | 694,50 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 9 911 | −90,86 | 610 | −90,23 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 283 024 | 15,08 | 17 426 | 23,08 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 98 218 | −0,58 | 6 047 | 6,33 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 19 616 | 1,20 | 1 208 | 8,25 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 288 432 | 10,17 | 17 759 | 17,83 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 23 397 | 0,46 | 1 441 | 7,46 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 90 200 | 0,90 | 5 554 | 7,91 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 11 831 | −1,28 | 728 | 5,66 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 500 | 0,00 | 31 | 7,14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 555 937 | −8,33 | 34 229 | −1,96 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 52 989 | 10,74 | 3 263 | 18,45 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 000 | 0,00 | 62 | 7,02 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 342 | 73,61 | 83 | 86,36 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 11 726 | 7,85 | 722 | 15,36 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 8 159 | −12,58 | 502 | −6,52 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 3 502 | 0,00 | 216 | 6,97 | ||||
| 2025-04-01 | 13F | Stonehearth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sensible Money, LLC | 4 100 | 0,00 | 252 | 6,78 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 68 995 | −6,63 | 4 248 | −0,14 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 10 096 | −11,97 | 622 | −5,91 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 140 | 14,32 | 132 | 22,43 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 3 355 | −5,68 | 207 | 0,98 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 4 843 | 2,52 | 298 | 9,96 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 245 | 0,00 | 15 | 7,14 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 254 349 | −1,47 | 15 660 | 5,38 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fidato Wealth LLC | 12 348 | −1,33 | 760 | 5,56 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 11 328 | −0,52 | 652 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 44 263 | 46,17 | 2 725 | 56,34 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38 932 | 84,81 | 2 397 | 97,77 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 010 | −14,77 | 62 | −8,82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 048 | 0,00 | 249 | 6,87 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 271 | 0,00 | 17 | 6,67 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 5 581 | 0,00 | 344 | 6,85 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6 885 | 2,55 | 424 | 9,59 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 7 911 | −1,57 | 0 | |||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 883 | 0,00 | 54 | 8,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 12 410 | 0,85 | 764 | 7,91 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 7 509 | 1,54 | 462 | 8,71 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 18 113 | 0,25 | 1 115 | 7,21 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 98 865 | 2,01 | 6 087 | 9,11 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 18 059 | −6,67 | 1 112 | −0,18 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 63 798 | 12,43 | 3 928 | 20,27 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 514 | 0,00 | 32 | 6,90 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 23 124 | 26,77 | 1 424 | 35,52 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 42 759 | −4,59 | 2 633 | 2,49 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7 901 | −20,68 | 486 | −15,18 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 4 255 | 262 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 9 599 | 15,36 | 591 | 23,38 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 350 | 22 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 9 805 | −0,94 | 604 | 5,98 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4 682 | 0,32 | 288 | 7,46 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12 856 | 213,26 | 792 | 236,60 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19 991 | 13,58 | 1 231 | 21,42 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 7 538 | 15,30 | 464 | 24,06 | ||||
| 2025-08-13 | 13F | ESG Planning | 5 349 | 31,07 | 329 | 40,60 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 9 677 | 4,28 | 596 | 11,42 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 20 958 | 0,00 | 1 290 | 6,97 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 11 516 | 33,32 | 709 | 42,66 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 295 098 | −3,25 | 18 169 | 3,47 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 3 638 | −22,10 | 224 | −16,79 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 430 | 8,06 | 334 | 15,57 | ||||
| 2025-08-27 | NP | RMDFX - Aspiriant Defensive Allocation Fund | 254 108 | 0,00 | 15 645 | 6,95 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 117 249 | 1,33 | 7 219 | 8,38 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 19 465 | 2,61 | 1 198 | 9,71 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 50 318 | −0,58 | 3 098 | 6,35 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 9 418 | 0,45 | 580 | 7,42 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 90 236 | 29,62 | 5 556 | 38,63 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 793 | 0,00 | 541 | 6,92 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 75 844 | 10,85 | 4 670 | 18,56 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 9 393 | −7,32 | 578 | −0,86 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 19 845 | −10,19 | 1 222 | −4,01 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 63 676 | 18,11 | 3 921 | 26,33 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 123 | 0,00 | 8 | 0,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6 150 | 3,89 | 379 | 11,18 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 820 | −20,00 | 51 | −15,25 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 21 150 | −87,87 | 1 302 | −87,02 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 11 538 | −0,60 | 710 | 6,29 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 15 870 | 0,00 | 977 | 7,01 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4 139 | 255 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 24 872 | 1,88 | 1 544 | 10,37 | ||||
| 2025-08-14 | 13F | UBS Group AG | 288 690 | −8,66 | 17 775 | −2,31 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 43 | 0,00 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 17 105 | −14,78 | 1 053 | −8,83 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 33 568 | 14,15 | 2 067 | 22,10 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 307 | 0,00 | 19 | 5,88 | ||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 6 400 | 1,01 | 394 | 8,24 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 13 509 | 118,49 | 832 | 134,08 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9 014 | −23,82 | 555 | −18,65 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 98 905 | 6 090 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 6 405 | 0,74 | 394 | 7,65 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 11 748 | 13,14 | 723 | 21,11 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 52 406 | 5,97 | 3 227 | 13,31 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 4 794 | 0,00 | 295 | 7,27 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 11 759 | −1,27 | 724 | 5,69 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 618 | 0,00 | 38 | 8,57 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6 029 | 2,50 | 371 | 9,76 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 914 | 303 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8 071 | 497 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 64 076 | −0,58 | 3 945 | 6,33 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 38 402 | −1,78 | 2 364 | 5,07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 11 446 | 59,42 | 705 | 70,46 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 5 660 | 0,00 | 348 | 7,08 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 3 526 | 0,00 | 217 | 6,90 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 7 387 | 63,25 | 455 | 74,62 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 4 300 | 0,00 | 265 | 6,88 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 20 996 | 60,20 | 1 293 | 71,35 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 104 606 | −15,59 | 6 441 | −9,73 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 10 363 | 1,29 | 638 | 8,50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10 620 | 654 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 33 222 | −3,08 | 2 027 | 3,58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 59 092 | 947,54 | 3 638 | 1 022,84 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 19 581 | −5,05 | 1 206 | 1,52 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 3 367 | 0,00 | 207 | 7,25 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 37 347 | −8,35 | 2 299 | −2,00 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 436 | −4,16 | 519 | 2,57 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 19 933 | −7,02 | 1 227 | −0,57 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 139 | 0,00 | 9 | 0,00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 27 618 | −1,76 | 1 700 | 5,07 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 291 972 | −3,21 | 17 977 | 3,52 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 23 190 | 0,62 | 1 428 | 16,11 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 15 102 | −12,12 | 930 | −6,07 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10 460 | 6,00 | 644 | 13,18 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 367 598 | 23,65 | 452 | 20,21 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 357 | 22,49 | 268 | 31,37 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 71 787 | 0,52 | 4 420 | 7,49 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 824 | 0,00 | 51 | 6,38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 180 843 | −1,45 | 11 | 10,00 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 401 196 | 4,52 | 24 702 | 11,78 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 28 754 | 8,60 | 1 770 | 16,14 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 2 960 | 18,26 | 182 | 26,39 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 182 | 438,22 | 257 | 484,09 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 490 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 200 | 0,00 | 12 | 9,09 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 11 610 | 0,80 | 715 | 7,84 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 13 836 | −2,05 | 846 | 4,06 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 24 821 | 0,16 | 1 528 | 7,15 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 11 998 | 2,37 | 739 | 9,50 | ||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 628 | 63,22 | 716 | 74,39 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 691 | 0,00 | 104 | 7,22 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 62 098 | −24,35 | 3 823 | −19,09 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 215 | 0,00 | 13 | 8,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 802 | 0,00 | 49 | 6,52 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 57 258 | 0,38 | 3 525 | 7,37 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 88 900 | 16,54 | 5 474 | 24,64 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 555 | 0,00 | 34 | 9,68 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 27 544 | 11,95 | 1 696 | 19,70 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 39 246 | 15,57 | 2 416 | 23,64 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 31 779 | 0,00 | 1 957 | 6,94 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 26 094 | −0,90 | 1 607 | 6,01 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 30 307 | 177,66 | 1 866 | 197,13 | ||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 106 735 | −0,35 | 6 572 | 6,57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 861 | 115 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10 | −71,43 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 476 | 4,82 | 1 507 | 12,05 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7 418 | 44,54 | 457 | 54,58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 832 | −6,67 | 359 | −0,28 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 4 378 | 9,42 | 270 | 16,96 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 156 | −5,76 | 256 | 0,79 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 5 754 | 354 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 20 447 | −64,55 | 1 258 | −60,81 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 136 723 | 0,76 | 8 418 | 7,77 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 072 | 0,47 | 66 | 8,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45 167 | 27,06 | 2 781 | 35,87 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 3 421 | −33,44 | 211 | −28,81 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 42 885 | 8,95 | 2 641 | 16,50 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11 855 | −15,50 | 730 | −9,67 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 2 179 | 125 | ||||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 16 688 | 3,79 | 1 027 | 11,03 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4 695 | −0,93 | 289 | 6,25 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 150 | 0,00 | 9 | 0,00 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 5 211 | −11,20 | 321 | −5,33 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 950 | 58 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2 445 | 0,04 | 151 | 7,14 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 460 | −1,50 | 28 | 7,69 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 2 983 | 0,37 | 184 | 7,02 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 150 756 | −40,37 | 9 282 | −36,23 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 789 | 0,38 | 49 | 6,67 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9 149 | −0,98 | 563 | 6,03 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 609 | 0,00 | 99 | 7,61 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 3 449 | 2,34 | 212 | 9,28 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 24 331 | 8,93 | 1 498 | 16,58 | ||||
| 2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14 484 | 8,28 | 892 | 15,71 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 3 993 | 5,22 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 6 058 | 1,87 | 373 | 11,34 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 26 233 | −10,42 | 1 615 | −4,15 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 297 853 | −1,37 | 18 339 | 5,48 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23 376 | 1 439 | ||||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 33 | 0,00 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 733 | 32,93 | 415 | 42,27 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9 979 | −9,36 | 614 | −3,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 515 | −39,67 | 216 | −35,52 | ||||
| 2025-04-29 | 13F | Sierra Ocean, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 23 456 | 12,79 | 1 444 | 20,63 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 25 402 | −10,73 | 1 564 | −4,52 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 27 287 | 448,92 | 1 680 | 487,41 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 639 | −14,80 | 39 | −9,30 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4 544 | −2,07 | 280 | 4,49 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 8 480 | 0,00 | 488 | −1,01 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 11 986 | −33,31 | 738 | −28,72 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 518 | 700,87 | 340 | 769,23 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 4 650 | 8,01 | 286 | 15,79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9 261 | 65,58 | 568 | 76,64 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 6 218 | 383 | ||||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 15 649 | −6,50 | 964 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 284 | 202 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 957 | 0,10 | 59 | 5,45 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 56 483 | −2,68 | 3 478 | 4,20 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7 055 | 3,78 | 434 | 11,00 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 8 900 | 1,10 | 548 | 8,96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 206 371 | 9,04 | 12 706 | 16,61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 86 021 | 6,81 | 5 296 | 14,24 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 676 | 0,60 | 42 | 7,89 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 13 848 | 853 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 17 034 | −1,06 | 1 049 | 5,75 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 158 | 0,00 | 71 | 16,39 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 555 | 3,72 | 433 | 3,34 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 12 519 | −19,86 | 705 | −18,87 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 6 117 | 2,36 | 376 | 11,90 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 6 568 | 404 | ||||||
| 2025-04-10 | 13F | Mkd Wealth Coaches, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 590 | 0,51 | 36 | 9,09 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 10 145 | 9,03 | 625 | 16,64 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21 023 | −12,84 | 1 294 | −6,77 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 3 545 | −1,94 | 218 | 4,81 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 73 | 4 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 19 862 | 37,61 | 1 223 | 47,23 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8 247 | 3,54 | 508 | 15,75 | ||||
| 2025-05-02 | 13F | Victory Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 24 212 | 144,62 | 1 491 | 161,86 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 17 246 | −4,93 | 1 062 | 1,63 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 4 613 | 6,02 | 284 | 13,60 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 224 477 | −34,58 | 13 821 | −30,03 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 9 888 | 0,77 | 609 | 7,80 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 299 617 | 1,67 | 18 447 | 8,73 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 4 975 | −0,46 | 306 | 6,62 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 57 590 | 0,00 | 3 546 | 6,94 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 22 555 | 1 298 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 53 067 | −5,65 | 3 267 | 0,93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 96 864 | −2,62 | 5 964 | 4,14 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 1 379 | 1,40 | 0 | |||||
| 2025-07-23 | 13F | Narwhal Capital Management | 4 200 | 0,00 | 259 | 7,05 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 717 742 | 5,78 | 44 191 | 13,12 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 21 572 | 9,83 | 1 328 | 17,52 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 6 079 | 0,00 | 374 | 4,76 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 512 | −79,66 | 155 | −78,31 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 74 103 | −1,14 | 4 562 | 5,72 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 25 402 | −10,73 | 1 564 | −4,34 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 8 039 | −0,32 | 495 | 6,47 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 16 834 | 51,86 | 1 036 | 62,38 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 47 | 0 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 4 255 | −0,68 | 262 | 6,50 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 452 | 274 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15 926 | −2,83 | 981 | 3,92 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 16 053 | −3,96 | 988 | 2,70 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 24 087 | −7,24 | 1 483 | 0,14 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 4 560 | 12,54 | 281 | 20,17 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 834 | 0,32 | 174 | 7,41 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 791 263 | 3,42 | 110 288 | 10,60 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 14 131 | −1,31 | 870 | 5,58 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 8 509 | −0,63 | 524 | 6,30 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 14 472 | 56,39 | 891 | 67,48 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 3 841 | 0,00 | 236 | 6,79 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 3 686 | 0,85 | 227 | 7,62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 23 705 | −11,88 | 1 459 | −5,75 | ||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | New Capital Management LP | 8 608 | −1,18 | 530 | 5,59 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17 516 | −11,04 | 1 079 | −4,85 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 8 099 | 16,78 | 499 | 24,81 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 128 | 8 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 427 | 0,00 | 26 | 8,33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 87 298 | 0,53 | 5 | 25,00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 33 702 | 23,68 | 2 075 | 32,33 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 11 662 | −13,02 | 718 | −6,87 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 52 000 | 47,75 | 3 202 | 58,00 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 8 082 | −1,80 | 498 | 9,71 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 16 453 | 4,02 | 1 013 | 11,32 |
