Grundläggande statistik
| Institutionella ägare | 372 total, 370 long only, 0 short only, 2 long/short - change of −1,84% MRQ |
| Genomsnittlig portföljallokering | 0.6913 % - change of 26,04% MRQ |
| Institutionella aktier (lång) | 50 419 738 (ex 13D/G) - change of 0,18MM shares 0,36% MRQ |
| Institutionellt värde (lång) | $ 3 325 852 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF (US:BLV) har 372 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 50,419,738 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, LPL Financial LLC, Lincoln National Corp, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class, Envestnet Portfolio Solutions, Inc., Wells Fargo & Company/mn, Bank of New York Mellon Corp, Goldman Sachs Group Inc, Royal Bank Of Canada, and Karpus Management, Inc. .
Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF (ARCA:BLV) 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 71,09 / share. Previously, on September 11, 2024, the share price was 76,04 / share. This represents a decline of 6,51% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 109 019 | 11,50 | 7 441 | 13,57 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 66 521 | 2,00 | 4 626 | 0,72 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 3 536 | 246 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 10 738 | −3,70 | 747 | −4,97 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 213 | −85,02 | 15 | −86,00 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 68 469 | −9,03 | 4 761 | −10,17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 31 037 | 11,14 | 2 158 | 9,77 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 8 370 | 0,89 | 582 | −0,34 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 644 | 315,48 | 45 | 340,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3 651 | −1,14 | 254 | −2,69 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 64 155 | 6,97 | 4 461 | 5,64 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 8 377 | 7,94 | 583 | 6,59 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 84 747 | 1,43 | 5 839 | −0,14 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2 177 | −40,47 | 151 | −41,25 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 103 800 | −28,95 | 7 | −30,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 76 299 | 2,29 | 5 306 | 1,01 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 363 108 | 0,04 | 25 251 | −1,21 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 450 | 0,00 | 101 | −1,96 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 201 580 | −16,95 | 14 018 | −17,99 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 14 292 | −5,12 | 994 | −6,32 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 120 068 | 30,10 | 8 350 | 28,47 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4 473 | 0,00 | 311 | −1,59 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 088 676 | 3,16 | 75 707 | 1,87 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Axiom Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 10 609 | 0,00 | 738 | −1,34 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 118 158 | 786,07 | 8 | |||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 24 297 | −0,16 | 1 690 | −1,40 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 099 | 28,39 | 76 | 28,81 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20 545 | −20,23 | 1 429 | −21,24 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 10 929 | −8,10 | 743 | −11,35 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 26 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 26 | −93,91 | 2 | −96,43 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12 415 | 4,33 | 863 | 2,98 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 221 | 0,00 | 15 | 0,00 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 632 | 253 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 7 890 | −43,65 | 549 | −44,42 | ||||
| 2025-08-14 | 13F | Betterment LLC | 195 623 | 3,54 | 14 | 0,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 153 411 | 7,76 | 10 668 | 6,41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 242 310 | −17,79 | 16 850 | −18,81 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 2 402 802 | 0,93 | 167 091 | −0,34 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 900 | −14,03 | 132 | −12,58 | ||||
| 2025-08-08 | 13F | Creative Planning | 5 804 | −25,15 | 404 | −26,19 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 291 | −2,49 | 90 | −4,30 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 66 030 | 0,29 | 4 650 | 2,56 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 7 | 0 | ||||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 3 190 | 2,80 | 222 | 1,38 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 10 | −93,63 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 279 916 | 21,16 | 19 465 | 19,65 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 5 005 | 0,77 | 348 | −0,29 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 3 684 | −16,56 | 256 | −17,42 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 13 592 | −13,96 | 945 | −15,02 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 20 166 | −19,60 | 1 402 | −20,61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7 615 | −0,51 | 530 | 1,15 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 17 200 | 89,16 | 1 199 | 87,34 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 385 | 0,00 | 27 | −3,70 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 2 967 | −10,93 | 200 | −10,31 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 7 998 | −0,36 | 556 | −1,59 | ||||
| 2025-05-08 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 742 706 | 51 648 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 831 | 1,71 | 58 | 0,00 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 10 582 | 0,00 | 729 | −1,35 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 90 249 | −1,35 | 6 276 | −2,59 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 460 990 | 0,93 | 32 | 0,00 | ||||
| 2025-04-18 | 13F | Greenbush Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 38 000 | 0,00 | 2 643 | −1,23 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 353 977 | −6,29 | 24 616 | −7,46 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 43 | 0,00 | 3 | −33,33 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 931 254 | 734,61 | 64 759 | 724,22 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 25 306 | −0,33 | 1 760 | −1,62 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 825 | −1,79 | 57 | −3,39 | ||||
| 2025-08-27 | NP | PGFCX - PGIM Conservative Retirement Spending Fund Class R6 | 2 702 | 4,81 | 188 | 3,31 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 4 325 | −69,62 | 301 | −70,06 | ||||
| 2025-08-27 | NP | PGFMX - PGIM Moderate Retirement Spending Fund Class R6 | 4 704 | 5,38 | 327 | 4,14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 707 731 | −30,04 | 49 234 | −30,96 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 23 056 | 130,01 | 2 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 255 479 | −5,82 | 156 846 | −7,00 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 4 055 | 0,75 | 282 | −0,71 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 33 734 | −3,00 | 2 346 | −4,25 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Ti-trust, Inc | 3 791 | 0,00 | 264 | −1,13 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 31 767 | −9,31 | 2 209 | −10,42 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 113 983 | −0,74 | 7 926 | −1,98 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 25 790 | −2,47 | 2 | 0,00 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 255 342 | −0,47 | 18 | −5,56 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 5 610 | 14,58 | 389 | 16,47 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 302 | 7,09 | 21 | 10,53 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 4 426 | 4,76 | 308 | 3,37 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 240 | 0,00 | 17 | 0,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 33 315 | 203,69 | 2 317 | 200,78 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 36 | 0,00 | 3 | 0,00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 34 578 | 2,21 | 2 405 | 0,92 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 131 355 | −3,86 | 9 134 | −5,06 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 840 | 4,42 | 337 | 3,07 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 72 573 | −9,16 | 5 047 | −10,29 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 770 | −11,80 | 54 | −13,11 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 113 834 | 7 916 | ||||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 3 357 | 233 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 535 | 0,00 | 37 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 41 | 127,78 | 3 | 100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 74 | 117,65 | 5 | 150,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 039 | 1,84 | 211 | 0,48 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 10 004 | −3,96 | 696 | −5,18 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 3 286 | −0,87 | 229 | −2,15 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 2 402 802 | 0,93 | 167 091 | −0,34 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 710 | 0,00 | 49 | 0,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 56 | 0,00 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 56 916 | 141,33 | 3 958 | 138,37 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 586 | 53,98 | 110 | 52,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 65 179 | 28,82 | 4 533 | 27,20 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 74 127 | −9,43 | 5 155 | −10,57 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 411 | 33,97 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 28 862 | 2 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Income Research & Management | 720 997 | 50 138 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Bank of Marin | 13 385 | 931 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 5 933 | −15,11 | 413 | −16,26 | ||||
| 2025-04-11 | 13F | Safir Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 7 148 | 6,48 | 497 | 5,30 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 4 662 | −9,67 | 320 | −11,85 | ||||
| 2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 166 | 2,55 | 81 | 1,25 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 21 596 | −9,31 | 1 502 | −10,44 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 58 105 | 18,08 | 4 004 | 16,26 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 3 405 | −94,23 | 237 | −94,32 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 158 021 | 30,36 | 10 989 | 28,74 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 191 | 13 | ||||||
| 2025-03-20 | NP | TDSB - Cabana Target Drawdown 7 ETF | 110 250 | −9,82 | 7 583 | −12,87 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 10 260 | 0,00 | 1 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 132 608 | 78,64 | 9 | 80,00 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 96 | 0,00 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 8 828 | 7,93 | 614 | 6,61 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 041 | −26,47 | 351 | −27,39 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 9 104 | 29,56 | 633 | 28,14 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 157 | 3,97 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8 | 0,00 | 1 | |||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 12 408 | 863 | ||||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 4 132 | −44,30 | 284 | −45,79 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 28 695 | 3,62 | 1 995 | 2,31 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 593 | 11,14 | 250 | 9,69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 805 | 10,26 | 0 | |||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 7 318 | −8,01 | 509 | −9,29 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 17 431 | 5,91 | 1 212 | 4,57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 204 647 | 20,87 | 14 411 | 24,39 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 7 752 | −38,39 | 539 | −39,16 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 424 610 | 29 527 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26 399 | 10,47 | 1 836 | 9,10 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3 065 | −0,97 | 213 | −1,84 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 8 151 | 3,41 | 567 | 1,98 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 52 | −29,73 | 4 | −40,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 30 643 | −10,97 | 2 131 | −12,09 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 8 569 | 1,18 | 596 | −0,17 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 312 139 | −2,15 | 21 706 | −3,37 | ||||
| 2025-07-07 | 13F | Platt Investment Counsel, LLC | 132 612 | 47,10 | 9 222 | 45,26 | ||||
| 2025-06-03 | 13F | Invst, LLC | 8 006 | −4,47 | 564 | −1,75 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 12 111 | −50,05 | 842 | −50,67 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 11 065 | 6,75 | 769 | 5,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 042 272 | 2,13 | 72 479 | 0,86 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 324 294 | 23 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 21 285 | 0,00 | 1 480 | −1,20 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 22 977 | 0,57 | 1 598 | −0,68 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 21 538 | 1 497 | ||||||
| 2025-08-26 | 13F | Claris Financial LLC | 4 328 | 0,67 | 301 | 2,04 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 135 081 | 1,74 | 9 121 | 2,02 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 37 427 | 14,95 | 2 603 | 18,38 | ||||
| 2025-08-07 | 13F | Nwam Llc | 16 158 | 39,91 | 1 124 | 38,13 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 845 | −86,61 | 128 | −86,41 | ||||
| 2025-04-30 | 13F | Genus Capital Management Inc. | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8 872 | 46,91 | 617 | 44,94 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 29 492 | −4,18 | 2 051 | −5,40 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 37 388 | 3,57 | 2 600 | 2,24 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 6 440 | 2,47 | 448 | 1,13 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 75 | 3 600,00 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 178 831 | −18,21 | 12 436 | −19,24 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 61 999 | 2,76 | 4 311 | 1,48 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 39 | 3 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 345 | −25,85 | 94 | −24,39 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 33 331 | −14,97 | 2 318 | −16,05 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 15 | 0,00 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 000 | 209 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 48 940 | 2,77 | 3 403 | 1,49 | ||||
| 2025-03-31 | NP | SMIDX - SMI Dynamic Allocation Fund | 15 410 | −49,89 | 1 060 | −51,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 675 652 | 34,08 | 255 605 | 32,40 | ||||
| 2025-08-14 | 13F | Pitcairn Co | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 351 | −3,77 | 94 | −5,10 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 388 | 26,62 | 166 | 25,76 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 21 074 | 32,18 | 1 465 | 30,57 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 28 909 | −6,84 | 1 992 | −8,29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 66 446 | −0,68 | 4 621 | −1,93 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 28 | 0,00 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 249 | −58,43 | 17 | −59,52 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 35 295 | −40,14 | 2 454 | −40,88 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 347 170 | −8,65 | 24 142 | −9,79 | ||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 252 | 6 855,56 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 009 365 | −2,09 | 139 731 | −3,31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 178 643 | −22,61 | 12 423 | −23,58 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 9 301 | 3,98 | 647 | 2,70 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 589 | 0,50 | 319 | −0,62 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 40 | 0,00 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 247 486 | −6,75 | 17 210 | −7,91 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 9 880 | −15,48 | 1 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 427 | −9,73 | 30 | −12,12 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 2 968 | 206 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 46 773 | 9,30 | 3 253 | 7,93 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 14 697 | −1,06 | 1 022 | −2,29 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 3 433 | −94,98 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 4 | −95,65 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 139 587 | 2,34 | 9 707 | 1,05 | ||||
| 2025-08-27 | NP | PGFEX - PGIM Enhanced Retirement Spending Fund Class R6 | 3 318 | 8,29 | 231 | 6,98 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 656 | 0,00 | 115 | −0,86 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 205 | −63,97 | 14 | −65,00 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 11 000 | 0,00 | 765 | −1,29 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 23 200 | −1,35 | 1 613 | −2,60 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5 528 | 3,25 | 384 | 1,86 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13 657 | 23,38 | 1 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7 152 | −22,11 | 497 | −23,07 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 609 558 | −88,63 | 42 389 | −88,23 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 4 922 | −17,58 | 342 | −18,57 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 517 | 16,17 | 731 | 14,76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 8 229 | −4,80 | 572 | −3,21 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8 955 | 52,22 | 623 | 50,24 | ||||
| 2025-05-13 | 13F | Invenio Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 8 077 | 5,44 | 562 | 4,08 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 911 555 | 2,33 | 63 390 | −3,12 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 6 068 | 39,94 | 422 | 38,03 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3 509 | −12,14 | 244 | −13,17 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 13 554 | 1,81 | 943 | 0,53 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 10 724 | 6,12 | 752 | 6,21 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 92 682 | 9,62 | 6 483 | 9,57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 87 609 | 5,29 | 6 092 | 3,98 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 26 655 | −9,58 | 1 854 | −10,70 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3 914 | 272 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 35 488 | −0,53 | 2 468 | −1,79 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 111 270 | 7 738 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 052 | −0,46 | 212 | −1,40 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 2 398 | −2,84 | 167 | −4,05 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 574 | 13,10 | 735 | 11,70 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 58 494 | 3,62 | 4 068 | 2,31 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 249 | 1,22 | 17 | 0,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 580 | 7,61 | 40 | 8,11 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 15 655 | 4,87 | 1 089 | 7,62 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 44 863 | −65,94 | 9 667 | 4,22 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5 385 | 744,04 | 374 | 750,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 29 809 | 8,13 | 2 073 | 6,75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 463 | 6,82 | 658 | 5,62 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 58 685 | 6,27 | 4 081 | 4,94 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 15 804 | −3,56 | 1 099 | −4,77 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 46 954 | 0,00 | 3 306 | 0,00 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 210 460 | 14 635 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 756 | 31,93 | 261 | 30,50 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 26 416 | 2 | ||||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 174 874 | 3,49 | 12 161 | 2,19 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3 171 | 0,00 | 221 | −1,35 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 27 769 | 3,94 | 1 931 | 2,66 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10 051 576 | 5,82 | 698 987 | 4,49 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 123 436 | −7,90 | 8 584 | −9,05 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21 485 | 348,07 | 1 494 | 343,32 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 7 905 | 550 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14 608 | 16,62 | 1 006 | 14,06 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 14 397 | −0,70 | 1 001 | −1,86 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 24 300 | −55,08 | 1 690 | −55,66 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 4 200 | 292 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 510 | −41,24 | 383 | −41,97 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 278 | 19 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 65 770 | 14,41 | 4 574 | 12,72 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 216 | 224 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 10 696 | −3,94 | 744 | −5,23 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 474 | −6,54 | 242 | −7,66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25 125 | 0,38 | 1 747 | −0,85 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4 279 | 1,04 | 298 | −0,34 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 4 683 | −11,29 | 326 | −12,40 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 191 712 | −4,97 | 13 | −7,14 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 20 989 | 11,47 | 1 460 | 10,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 877 134 | −9,97 | 60 996 | −11,10 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 7 185 | 1,18 | 500 | −0,20 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 37 | 3 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 218 564 | 6,80 | 15 199 | 5,46 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10 383 | 3,80 | 722 | 2,56 | ||||
| 2025-03-31 | NP | SMILX - SMI 50/40/10 Fund | 5 440 | −51,73 | 374 | −53,37 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 65 | 0,00 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 5 824 | −8,38 | 405 | −9,40 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 9 094 | −29,62 | 632 | −30,47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 272 | −32,34 | 19 | −35,71 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 68 817 | −72,49 | 4 777 | −72,89 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 27 499 | −1,67 | 1 912 | −2,89 | ||||
| 2025-08-13 | 13F | Metropolitan Life Insurance Co/ny | 599 208 | 41 669 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17 967 | 16,41 | 1 249 | 15,01 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 101 | 0,00 | 7 | 0,00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5 434 | 14,35 | 378 | 12,87 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 065 | 4,05 | 909 | 2,71 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 9 093 | 0,00 | 632 | −1,25 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8 262 | 4,34 | 575 | 3,05 | ||||
| 2025-04-16 | 13F | Hilltop Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 69 939 | −22,17 | 4 864 | −23,15 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 443 228 | 0,22 | 30 822 | −1,03 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | −82,76 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 27 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 26 178 | 0,89 | 1 820 | −0,38 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 10 017 | 6,86 | 693 | 8,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 838 604 | 36,35 | 58 317 | 34,64 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 990 | 90,38 | 69 | 88,89 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 41 588 | 30,25 | 2 892 | 28,65 | ||||
| 2025-04-24 | 13F | Etesian Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 332 | 0,00 | 23 | 0,00 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 200 | 0,00 | 14 | −7,14 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 16 676 | 1 160 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 9 229 | −0,21 | 642 | −1,54 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 4 719 | 6,57 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 128 657 | 21,47 | 8 947 | 19,95 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 6 226 | 8,20 | 433 | 6,67 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 21 778 | −1,17 | 1 514 | −2,39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 48 494 | 10,27 | 3 372 | 8,91 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 345 923 | −0,12 | 93 595 | −1,37 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 89 660 | 10,21 | 6 235 | 8,83 | ||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 21 780 | 46,43 | 1 506 | 49,11 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 185 096 | 9,42 | 12 872 | 8,05 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 7 741 | −4,43 | 538 | −5,61 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 32 948 | −3,35 | 2 291 | −4,54 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 4 743 | 330 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 17 385 | 0,80 | 1 209 | −0,49 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 612 | −4,62 | 112 | −5,88 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 269 599 | −0,47 | 18 748 | −1,72 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 44 146 | 3,80 | 3 070 | 2,51 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 71 051 | 9,50 | 4 941 | 8,12 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 22 036 | 2,01 | 1 532 | 0,72 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 91 514 | −1,03 | 6 364 | −2,27 | ||||
| 2025-04-11 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 8 | 14,29 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9 141 | 14,06 | 630 | 11,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 609 056 | 10,72 | 42 388 | 9,34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 9 000 | −88,46 | 626 | −88,62 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 515 | 44,37 | 592 | 43,69 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5 253 | −8,69 | 365 | −9,88 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 624 928 | −8,72 | 43 458 | −9,86 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 3 526 | 0,97 | 241 | −2,04 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 736 200 | −18,83 | 51 195 | −19,84 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 224 | 16 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 3 183 | −12,82 | 221 | −14,01 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 20 492 | 3,15 | 1 425 | 1,93 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 388 | −0,91 | 166 | −1,78 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 22 282 | 1 549 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 206 497 | 5,51 | 14 360 | 4,19 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 45 100 | 3 136 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 13 716 | 0,00 | 954 | −1,24 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 2 329 | −2,39 | 162 | −4,17 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 40 952 | 18,86 | 2 848 | 17,35 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 63 145 | −4,33 | 4 391 | −5,51 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 46 948 | 3 265 | ||||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 499 611 | 76,51 | 34 743 | 74,30 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3 097 | −0,45 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 681 | 256 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 12 | 1 | ||||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 65 195 | 10,16 | 4 438 | 6,48 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 421 | 29 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 16 600 | 151,52 | 1 154 | 148,71 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 6 900 | −40,00 | 480 | −40,79 | |||
| 2025-08-19 | 13F | National Asset Management, Inc. | 27 365 | −70,71 | 1 903 | −70,24 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74 397 | 15,44 | 5 101 | 14,45 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 12 883 | −3,41 | 896 | −4,69 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 58 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 129 416 | −0,16 | 9 000 | −1,40 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 68 888 | 6,89 | 4 790 | 5,55 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1 289 | −1,60 | 90 | −3,26 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 59 560 | −4,36 | 4 142 | −5,56 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 492 | −21,33 | 451 | −22,38 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1 230 | 0,00 | 85 | −2,33 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 195 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 60 818 | −18,13 | 4 229 | −19,16 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 18 | 157,14 | 1 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 112 | 77 | ||||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 3 157 | 220 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 616 093 | −0,35 | 43 | −2,33 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 3 232 | −1,31 | 225 | −2,61 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 785 | 0 | ||||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 122 333 | 2,23 | 9 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 047 | −34,12 | 212 | −35,08 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 5 392 | −15,53 | 375 | −16,70 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 8 452 | 6,13 | 595 | 9,38 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5 477 | 66,07 | 381 | 63,79 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 765 | 331 | ||||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 122 371 | 8 313 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 15 830 | 1 101 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 94 273 | 1,93 | 6 556 | 0,66 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 5 015 | 349 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 471 | 33 | ||||||
| 2025-07-25 | 13F | Parker Financial LLC | 96 568 | 5,23 | 6 715 | 3,92 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 33 047 | −1,94 | 2 298 | −3,16 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9 971 | 0,94 | 693 | −0,29 |
Other Listings
| MX:BLV |
