Grundläggande statistik
| Institutionella ägare | 472 total, 471 long only, 0 short only, 1 long/short - change of 1,28% MRQ |
| Genomsnittlig portföljallokering | 0.8040 % - change of 1,57% MRQ |
| Institutionella aktier (lång) | 48 144 727 (ex 13D/G) - change of 1,02MM shares 2,16% MRQ |
| Institutionellt värde (lång) | $ 3 962 067 USD ($1000) |
Institutionellt ägande och aktieägare
PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund (US:BOND) har 472 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 48,144,727 aktier. Största aktieägare inkluderar Cwm, Llc, Morgan Stanley, Envestnet Asset Management Inc, LPL Financial LLC, Advisor Group Holdings, Inc., Tectonic Advisors Llc, Wells Fargo & Company/mn, Resources Investment Advisors, LLC., Bank Of America Corp /de/, and UBS Group AG .
PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund (NYSE:BOND) 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 17, 2025 is 93,66 / share. Previously, on September 18, 2024, the share price was 94,83 / share. This represents a decline of 1,23% 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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Allworth Financial LP | 86 900 | 1,03 | 8 010 | 2,12 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 12 637 | −4,06 | 1 165 | −4,35 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 2 518 | −21,66 | 232 | −21,89 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 573 520 | −1,67 | 52 867 | −1,98 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 204 | 280,00 | 203 | 283,02 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 2 183 | −18,09 | 201 | −18,29 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 2 742 | 0,15 | 253 | −0,40 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 11 598 | 4,68 | 1 069 | 4,39 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 349 | 0,29 | 32 | 0,00 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 86 701 | 2,19 | 7 992 | 1,87 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 329 244 | 4,72 | 122 530 | 4,39 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11 020 | 5,18 | 1 016 | 4,86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 517 | −54,10 | 140 | −54,43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 455 516 | −10,50 | 41 989 | −10,78 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 246 | 0,00 | 23 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7 577 | −87,88 | 698 | −87,91 | ||||
| 2025-07-18 | 13F | Vicus Capital | 132 737 | 0,33 | 12 236 | 0,02 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10 546 | −4,17 | 972 | −4,42 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2 729 | 9,16 | 252 | 8,66 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 98 606 | 9 090 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 3 863 241 | −7,02 | 356 | −7,29 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 352 973 | 19,67 | 32 202 | 18,06 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 2 223 | 0,00 | 205 | −0,49 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 632 | 37,78 | 1 533 | 37,37 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 2 665 | −2,02 | 246 | −2,39 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 17 838 | 319,82 | 1 644 | 319,39 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 86 684 | −18,86 | 7 991 | −19,12 | ||||
| 2025-05-08 | 13F | Goodman Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 705 | 31,72 | 1 | |||||
| 2025-07-25 | 13F | Summa Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 136 235 | 1,09 | 12 558 | 0,78 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 5 308 | 0,00 | 489 | −0,20 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 516 | 4,25 | 1 154 | 3,87 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 219 | 20 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 082 266 | 7,42 | 99 763 | 7,08 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 133 748 | 8,07 | 12 329 | 5,30 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 22 520 | −1,75 | 2 076 | −2,08 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 215 452 | 19 860 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 3 | 0,00 | 0 | |||||
| 2025-05-06 | 13F | Flynn Zito Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 32 616 | 3 007 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2 400 | 0,04 | 221 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 88 | 0,00 | 8 | 0,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 64 770 | 0,70 | 5 947 | −0,49 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 411 516 | −6,59 | 130 114 | −6,89 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 74 944 | −1,16 | 6 821 | −0,81 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 173 | −18,01 | 16 | −21,05 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6 037 | −8,92 | 1 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 3 844 | 0,95 | 354 | 0,57 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 2 836 | −0,42 | 261 | −0,76 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 33 969 | 3,02 | 3 131 | 2,69 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 740 | 0,00 | 437 | −0,46 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 7 409 | −49,25 | 683 | −49,48 | ||||
| 2025-04-22 | 13F | Gpwm Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 5 354 | 74,85 | 494 | 74,20 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 2 467 | −0,92 | 227 | −1,30 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 3 165 | −11,22 | 292 | −11,55 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 2 729 | −3,87 | 252 | −4,20 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 3 873 | −4,42 | 357 | −4,55 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 44 950 | 241,18 | 4 143 | 240,15 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 20 485 | 73,78 | 1 888 | 73,21 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 4 557 | 1,11 | 420 | 0,96 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 144 791 | 13,14 | 13 177 | 10,83 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 25 876 | 0,00 | 2 393 | 2,27 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9 344 | 33,68 | 861 | 33,28 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 133 | −1,73 | 104 | −1,89 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 613 | −15,21 | 0 | |||||
| 2025-08-14 | 13F | First Foundation Advisors | 8 682 | −6,51 | 800 | −6,76 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20 877 | −31,57 | 1 924 | −31,80 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 5 948 | 24,75 | 548 | 24,55 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 46 709 | 2,88 | 4 306 | 2,55 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 225 243 | 2,26 | 20 763 | 1,94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 165 571 | 1,69 | 15 262 | 1,37 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 551 | −9,97 | 51 | −9,09 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 45 069 | −4,16 | 4 154 | −4,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 802 150 | −10,96 | 258 302 | −11,24 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5 309 | 489 | ||||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 4 317 | −1,75 | 398 | −2,22 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 641 509 | 5,01 | 59 134 | 4,68 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 16 320 | 8,92 | 1 504 | 8,59 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 694 | 4,83 | 64 | 3,28 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 14 486 | 6,78 | 1 333 | 6,30 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 53 741 | 24,07 | 5 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 244 854 | 84,75 | 22 571 | 84,17 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 75 465 | −16,04 | 6 956 | −16,30 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 7 787 | −15,90 | 718 | −16,24 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 135 | −3,18 | 658 | −3,52 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 77 972 | −1,07 | 7 187 | −1,39 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 59 986 | 10,13 | 5 530 | 9,79 | ||||
| 2025-07-29 | 13F | Schubert & Co | 3 025 | 279 | ||||||
| 2025-08-11 | 13F | Eq Llc | 6 963 | −21,15 | 642 | −21,45 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 5 090 | 81,79 | 469 | 81,78 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 7 400 | 111,43 | 682 | 111,15 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 957 | 14,27 | 457 | 13,72 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3 689 | −10,57 | 340 | −10,76 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 23 567 | −5,80 | 2 172 | −6,10 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19 008 | −6,22 | 1 751 | −6,51 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 42 817 | 4,98 | 3 947 | 4,64 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 442 461 | −3,37 | 40 463 | −4,43 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 100 228 | 68,74 | 9 239 | 68,21 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 208 921 | 1,90 | 19 258 | 1,58 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 768 | 1,26 | 163 | 0,62 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 2 518 | −21,66 | 232 | −21,89 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 15 510 | 0,00 | 1 430 | −0,35 | ||||
| 2025-08-07 | 13F | PFG Advisors | 14 424 | 26,22 | 1 330 | 25,85 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 022 | 279 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 48 511 | −3,61 | 4 472 | −2,34 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 4 968 | −43,18 | 458 | −43,44 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 238 710 | 48,36 | 22 004 | 47,90 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 26 128 | 1,31 | 2 409 | 1,01 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11 376 | 42,00 | 1 049 | 41,62 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 16 296 | 0,00 | 1 502 | −0,27 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 10 717 | 1,87 | 988 | 1,54 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 209 | 12,84 | 849 | 12,47 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 67 275 | 25,01 | 6 201 | 24,62 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 19 141 | 131,56 | 2 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 32 453 | −62,96 | 2 969 | −63,35 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 27 758 | 14,76 | 2 559 | 14,40 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19 237 | 22,05 | 1 773 | 21,86 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4 270 | 0,00 | 394 | −0,25 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 39 | 0,00 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 84 115 | −26,12 | 8 | −30,00 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 19 323 | −11,57 | 1 781 | −11,83 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 50 794 | 11,04 | 4 682 | 10,71 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 19 075 | 41,42 | 1 749 | 40,48 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 18 011 | 22,41 | 1 660 | 24,72 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 2 852 | 1,31 | 263 | 0,77 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15 981 | −10,12 | 1 473 | −10,40 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 7 885 | 124,39 | 1 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 104 772 | 2,51 | 9 658 | 2,19 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 531 | −22,42 | 694 | −22,02 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 24 321 | 138,60 | 2 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 832 | 0,00 | 256 | −1,92 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 300 | 0,00 | 212 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 31 689 | −10,21 | 2 921 | −10,48 | ||||
| 2025-04-18 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 25 142 | −4,62 | 2 318 | −4,92 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 31 921 | −1,88 | 2 942 | −2,19 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 11 169 | 8,90 | 1 033 | 8,86 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 4 841 | −6,72 | 446 | −6,89 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 358 | 52,99 | 33 | 57,14 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 10 073 | 0,00 | 929 | −0,32 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 3 082 | 6,02 | 284 | 5,97 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Addison Capital Co | 5 464 | −7,97 | 504 | −8,21 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 190 | 0,87 | 478 | 0,63 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 136 | −98,98 | 12 | −99,03 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 100 672 | 2,83 | 9 280 | 2,50 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 076 626 | 14,81 | 191 423 | 14,45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 101 210 | 2,09 | 9 330 | 1,78 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 25 494 | 30,83 | 2 350 | 30,48 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 581 | 0,04 | 238 | −0,42 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 13 164 | −1,67 | 1 213 | −1,94 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2 375 | 219 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 168 792 | −2,19 | 15 559 | −2,49 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 3 314 | 305 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 147 953 | 3,67 | 13 638 | 3,35 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 78 716 | 1,04 | 7 256 | 0,74 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 2 380 | 219 | ||||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 180 153 | 16 607 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 94 872 | 2,51 | 8 745 | 2,20 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 68 088 | −3,53 | 6 276 | −3,83 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 751 657 | −1,68 | 69 288 | −1,99 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 678 188 | 7,43 | 62 515 | 7,09 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 523 | 10,62 | 693 | 10,35 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 544 | 235 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3 718 | −2,85 | 339 | −2,31 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 531 018 | 4,40 | 48 949 | 4,07 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 50 376 | −7,74 | 4 644 | −8,04 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 16 | 0 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 66 | 6 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 3 355 | 0,00 | 309 | −0,32 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 268 467 | 1,59 | 24 747 | 1,27 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 243 078 | −2,22 | 22 407 | −2,53 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 114 183 | 3,35 | 10 525 | 3,02 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 35 345 | −6,67 | 3 241 | −7,45 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 16 882 | −9,07 | 1 556 | −9,32 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 6 556 | −6,57 | 604 | −6,79 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 4 178 | 20,68 | 385 | 20,31 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 192 | −2,54 | 18 | 0,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 128 598 | 5,47 | 11 854 | 5,14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4 281 | −7,64 | 395 | −7,94 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 | −99,26 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 216 419 | −11,56 | 19 950 | −11,84 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5 970 | 5,57 | 550 | 5,36 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3 497 | −1,55 | 322 | −1,83 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 97 409 | 11,35 | 8 979 | 11,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 70 767 | −7,27 | 6 523 | −5,46 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 66 265 | 0,84 | 6 108 | 0,53 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 154 | −26,41 | 567 | −26,65 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 35 965 | 8,51 | 3 315 | 8,19 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 27 507 | −1,41 | 2 536 | −1,74 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 24 836 | −0,09 | 2 289 | −0,39 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57 970 | 56,86 | 5 323 | 55,98 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 780 | 0,00 | 72 | −1,39 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 7 504 | −0,15 | 692 | −0,43 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 3 770 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 494 961 | 38,16 | 45 626 | 37,73 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 4 063 | 375 | ||||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 325 | −6,07 | 30 | −6,45 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 66 | −63,13 | 6 | −62,50 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 230 | −0,43 | ||||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 1 337 | −97,21 | 123 | −97,22 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 22 368 | 0,00 | 2 062 | −0,34 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 15 318 | −7,65 | 1 412 | −7,96 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 112 283 | −7,04 | 10 350 | −7,33 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 62 538 | 19,77 | 6 | 25,00 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 5 485 | 55,87 | 506 | 55,38 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 26 | 2 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40 173 | 7,80 | 3 703 | 7,49 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 2 615 | 241 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14 502 | −10,56 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 374 | 39,03 | 34 | 41,67 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 2 741 | 0,00 | 253 | −0,40 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4 125 | −37,74 | 380 | −37,91 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 45 | 0,00 | 4 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 717 084 | 1,94 | 158 294 | 1,62 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 18 030 | −0,28 | 1 662 | −0,54 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 3 110 | 287 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 817 675 | 26,60 | 75 373 | 26,20 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2 444 | 7,76 | 225 | 7,66 | ||||
| 2025-08-08 | 13F | Creative Planning | 26 065 | −48,64 | 2 403 | −48,81 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 9 904 | −0,17 | 913 | −0,55 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 4 907 | −17,00 | 452 | −17,22 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 239 862 | −2,62 | 22 111 | −2,92 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 11 610 | 6,42 | 1 070 | 6,15 | ||||
| 2025-07-24 | 13F | Eastern Bank | 50 | 0,00 | 5 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 24 322 | −57,33 | 2 233 | −57,63 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 63 678 | 38,63 | 5 870 | 41,32 | ||||
| 2025-05-14 | 13F | Gould Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 5 001 | −26,94 | 461 | −27,06 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 46 378 | −3,81 | 4 275 | −4,10 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 211 | −88,34 | 20 | −88,41 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 314 942 | −1,00 | 29 031 | −1,31 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 75 831 | −4,30 | 6 990 | −4,59 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 240 | 0,00 | 22 | 0,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 22 | 0,00 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 702 | 18,18 | 526 | 17,71 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 113 366 | 4,70 | 10 450 | 4,37 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 266 536 | 3,88 | 24 569 | 3,55 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 8 400 | −5,45 | 774 | −5,72 | ||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 2 950 | 1,30 | 272 | 0,74 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 490 381 | 9,43 | 45 203 | 9,09 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 102 777 | 122,06 | 9 426 | 120,26 | ||||
| 2025-04-22 | 13F | Crews Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 14 251 | 1 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 554 | 18,54 | 143 | 18,18 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 12 518 | −4,54 | 1 154 | −4,87 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 104 586 | −21,57 | 9 641 | −21,82 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 885 438 | 81 620 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 944 125 | 8,20 | 87 029 | 7,86 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 76 | −35,34 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 500 | 0,00 | 46 | 0,00 | ||||
| 2025-07-10 | 13F | Security National Bank | 1 013 | 93 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 508 | 0,20 | 47 | 0,00 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 10 800 | −4,46 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 486 794 | −38,16 | 44 873 | −38,36 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 906 | −6,69 | 84 | −6,74 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 2 559 | 3,27 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 181 184 | 9,07 | 17 | 6,67 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10 137 | 12,78 | 934 | 15,02 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 11 604 | −1,58 | 1 070 | −1,93 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 233 951 | −10,30 | 21 566 | −10,59 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 4 910 | −53,33 | 453 | −53,50 | ||||
| 2025-05-09 | 13F | Coign Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5 332 | 0,00 | 492 | −0,41 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 33 357 | 0,82 | 3 075 | 0,49 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 46 833 | 0,00 | 4 331 | 0,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 381 | 19 628,57 | 127 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 059 | −39,21 | 98 | −39,75 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10 365 | 24,55 | 955 | 24,19 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 5 133 | −5,10 | 473 | −5,40 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 33 664 | 3,73 | 3 103 | 3,43 | ||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 2 251 | −99,01 | 207 | −99,02 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 9 108 | −26,51 | 833 | −25,91 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 4 394 | −5,46 | 405 | −5,59 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 48 254 | 1,15 | 4 448 | 0,84 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 5 629 | −8,11 | 519 | −6,33 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 56 253 | 30,95 | 5 185 | 30,54 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 45 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 18 467 | 1 679 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2 315 | 2,66 | 213 | 2,40 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 76 308 | −1,18 | 7 034 | −1,48 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 10 843 | 19,64 | 1 000 | 19,21 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 377 199 | −17,88 | 34 770 | −18,14 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 468 | 5,52 | 688 | 5,20 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 6 527 | 0,00 | 602 | −0,33 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 585 | −23,85 | 330 | −22,77 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 34 444 | 68,59 | 3 175 | 68,08 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 57 538 | −1,84 | 5 304 | −2,16 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 582 | −3,80 | 54 | −3,64 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 12 496 | 15,30 | 1 152 | 14,87 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 171 931 | −7,30 | 15 849 | −7,60 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 8 066 | −31,85 | 743 | −32,08 | ||||
| 2025-08-14 | 13F | Prudent Investors Network | 42 557 | −12,61 | 3 923 | −12,90 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 116 992 | 19,20 | 10 784 | 18,82 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 252 | 23 | ||||||
| 2025-04-09 | 13F | Merit Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 25 966 | −3,69 | 2 394 | −2,41 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 7 329 | 7,45 | 676 | 7,14 | ||||
| 2025-09-03 | 13F | American Trust | 6 832 | 630 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 3 090 | 0,00 | 285 | −0,35 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 81 | 7 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 6 900 | −16,87 | 636 | −17,08 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 28 208 | −4,99 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 2 832 | −0,70 | 261 | −0,76 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17 843 | 412,88 | 1 645 | 412,15 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5 105 | 471 | ||||||
| 2025-07-31 | 13F | Moment Partners, LLC | 4 000 | 0,00 | 369 | −0,27 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 94 867 | −24,60 | 8 745 | −23,47 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 222 363 | 3 299,53 | 20 335 | 3 266,72 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 821 | 260 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18 326 | −94,31 | 2 | −96,55 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 51 792 | −4,72 | 4 774 | −5,01 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 255 471 | −2,94 | 23 549 | −3,24 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 3 189 | 46,49 | 294 | 45,77 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 30 876 | 2 846 | ||||||
| 2025-07-31 | 13F | University Of Texas/texas Am Investment Managment Co | 17 742 | 0,00 | 1 635 | −0,30 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 86 | 0,00 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 101 588 | 34,49 | 9 364 | 34,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 20 607 | −4,38 | 1 900 | −4,67 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 86 779 | −15,46 | 7 999 | −15,64 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 5 679 | 2,60 | 523 | 2,35 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 5 667 | −13,81 | 522 | −14,00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 7 167 | 10,28 | 660 | 9,82 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 29 591 | −4,00 | 2 728 | −4,32 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 5 030 | 0,00 | 464 | −0,43 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 41 666 | −14,83 | 3 841 | −15,10 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 6 004 | 8,81 | 553 | 8,43 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 44 | −50,56 | 4 | −50,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 335 148 | −14,65 | 30 894 | −14,92 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 8 | 0,00 | 1 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 33 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 6 071 | 560 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 582 | −35,49 | 975 | −35,69 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 551 | 11,71 | 419 | 11,44 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 3 447 | 0,00 | 318 | −0,31 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 42 962 | 1,31 | 3 960 | 0,99 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 605 | 0,44 | 148 | 0,00 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 41 366 | 4,49 | 3 813 | 4,18 | ||||
| 2025-05-15 | 13F | Evergreen Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 162 | −15,62 | 15 | −17,65 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2 113 | 195 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 663 | 220,64 | 614 | 219,79 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 221 | 0,00 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 979 | 275 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 45 993 | 14,02 | 4 240 | 13,65 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 13 553 | 1,37 | 1 249 | 1,05 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 14 624 | −8,09 | 1 348 | −8,36 | ||||
| 2025-08-14 | 13F | Comerica Bank | 37 585 | −6,65 | 3 465 | −6,96 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 8 801 | −11,88 | 811 | −12,13 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 110 609 | −14,59 | 10 196 | −14,86 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 4 368 | −2,22 | 403 | −2,66 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13 905 | 4,31 | 1 282 | 3,98 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 113 157 | −3,25 | 10 431 | −2,90 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 6 831 | −71,94 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Aristides Capital LLC | 14 337 | 0,00 | 1 322 | −0,30 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 129 846 | −20,19 | 11 969 | −20,43 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 140 633 | −38,22 | 12 964 | −38,41 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 24 740 | −3,77 | 2 281 | −4,08 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 67 661 | 2,56 | 6 237 | 2,23 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 58 086 | −1,49 | 5 354 | −1,80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 77 903 | −0,13 | 7 204 | 2,13 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 14 269 | 2,71 | 1 315 | 2,41 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 38 826 | −60,64 | 3 579 | −60,77 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 114 524 | 4,30 | 11 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 25 410 | 0,56 | 2 342 | 0,26 | ||||
| 2025-07-16 | 13F | Novem Group | 203 918 | 6,49 | 18 797 | 6,16 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4 017 | 0,00 | 370 | −0,27 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5 443 | 0,39 | 501 | −0,20 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 5 138 | 10 831,91 | 474 | 11 725,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3 200 | 295 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 38 201 | 0,00 | 3 521 | −0,31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 68 164 | 2 043,52 | 6 283 | 2 037,07 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 180 473 | −8,24 | 200 996 | −8,53 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 67 265 | −11,54 | 6 200 | −11,82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 6 200 | −1,59 | 572 | −1,89 | |||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 16 125 | 1 486 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 25 674 | 2 367 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 732 | 13,03 | 252 | 12,56 | ||||
| 2025-08-27 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 114 342 | 0,00 | 10 540 | −0,31 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 676 | 67,33 | 523 | 67,09 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 41 634 | −8,96 | 3 838 | −9,25 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 53 964 | 3,30 | 4 974 | 2,98 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 108 984 | −1,77 | 10 046 | −2,08 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 145 | 0,00 | 843 | −0,36 | ||||
| 2025-04-17 | 13F | Kaydan Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 659 337 | −3,03 | 60 778 | −3,33 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 3 808 | −7,30 | 351 | −7,39 | ||||
| 2025-08-27 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 24 255 | −2,40 | 2 236 | −2,74 | ||||
| 2025-07-15 | 13F | Maseco Llp | 648 | 60 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 200 | 0,00 | 18 | 0,00 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 58 114 | 2,30 | 5 357 | 1,96 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 53 364 | 15,47 | 4 919 | 15,12 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 1 595 626 | −1,78 | 147 085 | −2,09 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 158 815 | −42,14 | 14 640 | −42,33 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 107 834 | 17,59 | 9 940 | 17,23 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 105 935 | −9,40 | 9 765 | −9,68 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 886 349 | 6,69 | 81 704 | 6,35 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 498 494 | −9,03 | 46 | −10,00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 60 500 | 3,24 | 5 577 | 2,90 | ||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 18 060 | −38,01 | 1 670 | −39,40 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 514 | −44,44 | 232 | −44,74 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 530 | −26,13 | 510 | −26,45 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 220 | 0,00 | 20 | 0,00 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 20 | 0,00 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 446 | −8,25 | 225 | −8,54 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 374 586 | 19,11 | 34 529 | 18,74 | ||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 8 064 | −22,17 | 746 | −20,41 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 259 919 | 24,74 | 23 754 | 24,33 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 100 554 | 0,07 | 9 269 | −0,24 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 4 029 | 371 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 661 | −12,72 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 678 | −8,64 | 339 | −8,87 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 11 859 | −6,73 | 1 093 | −6,98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 317 898 | 20,89 | 29 304 | 20,51 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 189 672 | −9,83 | 17 484 | −10,12 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 29 579 | 2 727 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 602 | 55 | ||||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 90 865 | 8 376 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 8 | 0,00 | 1 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 200 | 18 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 276 | 0,00 | 25 | 0,00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 5 392 | 142,56 | 497 | 142,44 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 227 149 | 20 939 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 4 050 | 0,00 | 373 | −0,27 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 3 729 | −5,02 | 344 | −5,51 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 259 | 0,00 | 24 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 11 835 | 2,22 | 1 091 | 1,87 | ||||
| 2025-04-21 | 13F | Meriwether Wealth & Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 15 382 | 52,22 | 1 418 | 51,71 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 442 263 | 40 768 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 13 282 | 1,17 | 1 224 | 3,12 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 64 716 | −3,83 | 5 984 | −3,83 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 136 700 | 0,52 | 12 601 | 0,21 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 127 065 | 3,81 | 12 | 0,00 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 7 091 | −2,61 | 654 | −2,97 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 87 074 | −6,38 | 8 026 | −6,67 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 8 919 | 1,58 | 803 | 0,50 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 93 437 | 16,32 | 8 613 | 15,94 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 11 283 | −1,41 | 1 043 | 1,36 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 54 562 | 20,16 | 5 030 | 19,80 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 5 226 | −12,84 | 482 | −13,02 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 3 518 | 0,00 | 324 | −0,31 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 151 | 0,00 | 14 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 209 352 | −52,43 | 19 298 | −52,58 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 89 654 | 147,58 | 8 264 | 146,83 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 839 | 0,00 | 0 | |||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 10 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 10 250 | 0,00 | 945 | −0,32 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 5 577 | −4,60 | 514 | −4,81 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2 066 | 0,00 | 190 | −0,52 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10 052 | 47,89 | 927 | 47,45 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 568 | 8,81 | 52 | 8,33 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 35 021 | 3 228 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 411 426 | 38,40 | 37 926 | 37,96 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 742 | −84,58 | 160 | −84,67 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 370 457 | 5,03 | 34 149 | 4,70 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 609 | 7,22 | 56 | 7,69 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 926 | 0,00 | 85 | 0,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 6 993 | 26,57 | 645 | 26,27 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 942 | 0,00 | 87 | −1,15 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 219 571 | 17,13 | 20 240 | 16,76 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 7 975 | 735 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 6 178 | −3,23 | 569 | −3,56 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 140 | 0,00 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 4 929 | 8,83 | 454 | 8,61 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 13 646 | 105,08 | 1 262 | 107,06 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10 814 | 6,57 | 997 | 6,18 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 5 483 | 505 | ||||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 126 576 | −0,63 | 11 668 | −0,94 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 126 626 | 4,89 | 11 673 | 4,55 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 7 110 | −0,21 | 655 | −0,46 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 15 629 | 2,31 | 1 441 | 1,98 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 249 712 | 2,75 | 23 018 | 2,43 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 18 900 | 1,72 | 1 742 | 1,40 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 36 | 2,86 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 25 431 | 43,95 | 2 344 | 43,54 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 12 050 | 0,00 | 1 111 | −0,36 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3 777 | −3,99 | 348 | −4,13 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 8 105 | −6,90 | 747 | −7,20 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 12 867 | 3,94 | 1 186 | 3,67 | ||||
| 2025-08-27 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 184 222 | 0,00 | 16 982 | −0,32 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 47 306 | 5,30 | 4 361 | 4,96 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 202 000 | 20,96 | 18 620 | 20,59 | ||||
| 2025-08-14 | 13F | Acas, Llc | 2 194 | 203 | ||||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 59 663 | 7,77 | 5 500 | 7,42 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2 399 | 221 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 79 395 | −7,99 | 7 319 | −8,28 |
