Grundläggande statistik
| Institutionella ägare | 397 total, 397 long only, 0 short only, 0 long/short - change of 1,52% MRQ |
| Genomsnittlig portföljallokering | 0.5675 % - change of −3,22% MRQ |
| Institutionella aktier (lång) | 183 273 590 (ex 13D/G) - change of −1,21MM shares −0,66% MRQ |
| Institutionellt värde (lång) | $ 3 399 400 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF (US:BSCQ) har 397 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 183,273,590 aktier. Största aktieägare inkluderar Lido Advisors, LLC, UBS Group AG, Wells Fargo & Company/mn, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Raymond James Financial Inc, Laurel Wealth Advisors LLC, Invesco Ltd., and Hills Bank & Trust Co .
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF (NasdaqGM:BSCQ) 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 12, 2025 is 19,60 / share. Previously, on September 16, 2024, the share price was 19,61 / share. This represents a decline of 0,08% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 108 996 | 2,20 | 2 128 | 2,41 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 19 101 | −3,46 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 157 679 | 8,78 | 3 078 | 9,00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 796 | 16 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 266 738 | −4,89 | 5 207 | −4,70 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 7 862 | −74,95 | 153 | −74,96 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1 324 108 | 4,17 | 25 847 | 4,38 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 160 456 | 5,92 | 3 132 | 6,13 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33 517 | 654 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 369 343 | 2,00 | 7 215 | 2,30 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 9 926 | −0,01 | 194 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 011 401 | 2,67 | 19 743 | 2,88 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 110 015 | 92,12 | 2 146 | 92,38 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 460 | 192,00 | 28 | 211,11 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 17 247 | −0,15 | 337 | 0,00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 31 717 | 3,65 | 619 | 3,86 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 13 600 | 60,00 | 265 | 60,61 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 68 671 | 7,10 | 1 340 | 7,29 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 76 721 | 1 498 | ||||||
| 2025-09-05 | 13F | Ghe, Llc | 12 000 | 0,00 | 234 | |||||
| 2025-07-28 | 13F | Tlwm | 1 560 875 | 0,21 | 30 468 | 0,42 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 18 294 | −13,04 | 357 | −12,71 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 13 791 | 9,74 | 269 | 10,25 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 366 709 | 4,09 | 7 158 | 4,30 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 119 488 | 11,82 | 2 332 | 12,06 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 11 283 | 12,85 | 220 | 12,89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 190 737 | 2,11 | 140 363 | 2,32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 365 691 | 20,38 | 7 138 | 20,64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 759 928 | 13,41 | 34 359 | 13,64 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 28 942 | 0,00 | 565 | 0,18 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 363 980 | 0,97 | 7 105 | 1,17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 142 836 | 3,75 | 2 788 | 3,99 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 34 715 | 4,05 | 678 | 4,31 | ||||
| 2025-05-08 | 13F | Headland Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 25 685 | 0,00 | 501 | 0,20 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1 798 855 | 4,97 | 35 114 | 5,18 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 32 000 | −24,92 | 625 | −24,70 | ||||
| 2025-07-24 | 13F | Eastern Bank | 20 000 | −71,73 | 390 | −71,70 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 326 850 | 2,10 | 6 380 | 2,33 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 73 651 | −2,05 | 1 438 | −1,84 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 858 239 | 8,52 | 16 753 | 8,74 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 282 300 | −52,71 | 6 | −54,55 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 27 702 | 68,07 | 541 | 68,22 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 655 569 | 4,24 | 12 797 | 4,46 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 14 953 | 0,00 | 292 | 0,00 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 503 | 0,00 | 10 | 0,00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 062 | −3,19 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5 014 167 | −0,57 | 97 877 | −0,37 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 15 174 | 296 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12 848 | 0,00 | 251 | 0,00 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 34 621 | −0,86 | 676 | −0,74 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 81 432 | 1 590 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2 711 978 | 0,30 | 52 938 | 0,51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 237 | −75,62 | 161 | −75,61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 354 529 | −1,20 | 6 920 | −0,99 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 3 609 | 0,00 | 70 | 0,00 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 338 186 | −5,46 | 6 601 | −5,27 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 44 436 | −33,49 | 867 | −33,36 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 66 244 | −4,17 | 1 293 | −3,94 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 150 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 15 833 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 174 010 | 4,27 | 3 397 | 4,49 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 287 491 | −10,68 | 5 612 | −10,50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 70 064 | 5,84 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14 500 | 0,00 | 283 | 0,35 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 25 167 | 53,22 | 491 | 53,92 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 28 884 | 23,29 | 564 | 23,46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 7 996 275 | −17,61 | 156 087 | −17,44 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 192 909 | 1,37 | 3 766 | 1,56 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 14 612 | 20,14 | 285 | 20,76 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 369 | −0,75 | 163 | −0,61 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 47 555 | 928 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 11 447 | 0,00 | 223 | 0,45 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 66 924 | 7,69 | 1 306 | 7,93 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 147 771 | 7,46 | 2 884 | 7,69 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 586 843 | 11 455 | ||||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 252 749 | 4,36 | 4 936 | 4,53 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 5 444 | 0,00 | 106 | 0,00 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 43 653 | −0,71 | 852 | −0,47 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 622 | 0,00 | 32 | 0,00 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 32 823 | −2,67 | 641 | −2,44 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 11 749 | −50,30 | 229 | −50,22 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2 069 | −14,68 | 40 | −14,89 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 911 | 264,40 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 308 879 | 772,39 | 6 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 42 729 | 18,64 | 832 | 20,58 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 240 202 | −1,30 | 4 689 | −1,10 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 33 051 | 0,65 | 645 | 0,94 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 47 156 | 4,44 | 920 | 4,66 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 55 923 | −2,02 | 1 092 | −1,80 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 28 121 | −14,86 | 549 | −14,77 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 347 431 | −15,65 | 6 782 | −15,48 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 15 221 | −8,88 | 297 | −8,62 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 149 272 | 0,94 | 2 914 | 1,15 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 12 203 | 993,46 | 238 | 1 033,33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 193 | −69,98 | 4 | −75,00 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 149 433 | 1,96 | 2 939 | 2,94 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 305 885 | −0,92 | 25 491 | −0,72 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 26 436 | −5,17 | 516 | −4,97 | ||||
| 2025-05-06 | 13F | IMA Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 592 423 | 2,82 | 12 | 0,00 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 31 315 | −1,11 | 611 | −0,81 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 040 907 | 1 856,47 | 156 | −94,88 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 28 668 | 3,76 | 560 | 3,90 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 33 956 | −11,12 | 663 | −11,02 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13 224 | 0,00 | 258 | 0,39 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 44 869 | −1,90 | 876 | −1,80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 181 725 | −18,64 | 3 547 | −18,48 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 11 450 | −5,76 | 224 | −5,51 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 619 100 | −3,07 | 12 085 | −2,88 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 24 767 | −3,08 | 483 | −2,82 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 10 130 | −26,22 | 198 | −26,22 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 423 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 461 016 | 6,84 | 8 999 | 7,07 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 134 922 | −0,65 | 2 634 | −0,45 | ||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 681 151 | 33,50 | 13 296 | 33,78 | ||||
| 2025-03-31 | NP | SMILX - SMI 50/40/10 Fund | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 10 602 | 0,00 | 207 | 0,00 | ||||
| 2025-03-31 | NP | SMIDX - SMI Dynamic Allocation Fund | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 13 525 | 0,00 | 264 | 0,38 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 141 285 | 24,50 | 3 | 0,00 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 189 415 | 3 680 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 16 963 | 56,72 | 331 | 57,62 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 994 418 | 1,91 | 19 411 | 2,12 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 80 652 | 63,86 | 1 574 | 64,30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 274 126 | 53,85 | 5 351 | 54,18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 17 488 | −2,60 | 341 | −2,29 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 48 634 | 0,00 | 949 | 0,21 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 10 408 | 0,00 | 203 | 0,50 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 750 231 | −4,62 | 14 645 | −4,43 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 49 833 | 12,94 | 973 | 13,15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 377 338 | 5,07 | 26 886 | 5,29 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 186 452 | −3,22 | 3 640 | −3,04 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 54 087 | 1,05 | 1 056 | 1,25 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 17 235 | −6,26 | 336 | −6,15 | ||||
| 2025-03-26 | NP | OASDX - Oakhurst Strategic Defined Risk Fund Institutional Class | 1 537 889 | 0,00 | 29 943 | 0,26 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 213 910 | −17,39 | 4 176 | −17,23 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 63 924 | −0,71 | 1 248 | −0,56 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 597 536 | 1,47 | 11 664 | 1,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7 380 362 | 1,96 | 144 065 | 2,17 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 240 166 | −4,70 | 4 688 | −4,50 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1 463 128 | −5,09 | 28 560 | −4,89 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 18 600 | 1,59 | 363 | 1,97 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 23 533 | 0,07 | 459 | 0,22 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 1 039 | 20 | ||||||
| 2025-07-22 | 13F | Strid Group, LLC | 61 986 | −1,80 | 1 210 | −1,63 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 1 724 593 | 0,61 | 33 664 | 0,82 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 96 707 | 1,05 | 1 888 | 1,23 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 88 934 | −7,82 | 1 736 | −7,66 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 33 790 | −67,01 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 36 098 | 0,00 | 705 | 0,14 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 63 222 | 15,67 | 1 234 | 15,98 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 10 445 | −1,29 | 204 | −1,46 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 18 018 | −7,01 | 352 | −6,38 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 447 398 | −0,93 | 9 | 0,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 57 409 | 0,00 | 1 121 | 0,18 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 256 | 0,00 | 200 | 0,50 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 85 212 | −9,52 | 1 663 | −9,32 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 582 822 | −6,68 | 11 377 | −6,49 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 181 007 | 0,08 | 3 533 | 0,28 | ||||
| 2025-07-31 | 13F | United Community Bank | 5 500 | 0,00 | 107 | 0,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 140 | −49,44 | 42 | −50,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 12 982 | −26,46 | 253 | −26,24 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 94 418 | 0,00 | 1 843 | 0,22 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 373 619 | 0,09 | 26 813 | 0,30 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 76 207 | 0,03 | 1 488 | 0,20 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 73 781 | 2,90 | 1 440 | 3,15 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 40 064 | 9,06 | 782 | 9,37 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 137 037 | 2 675 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 31 975 | −2,41 | 624 | −2,19 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 791 502 | 11,84 | 15 | 15,38 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 55 767 | −9,43 | 1 089 | −9,26 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 27 188 | −29,35 | 531 | −29,24 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4 136 | 1,05 | 81 | 1,27 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 489 | 372,70 | 29 | 383,33 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 17 397 | −3,93 | 340 | −3,69 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 30 686 | −3,68 | 599 | −3,55 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 201 291 | 1,26 | 3 929 | 1,47 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 589 527 | 2,97 | 31 028 | 3,18 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 25 648 | 14,14 | 501 | 14,42 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 96 317 | 4,66 | 1 880 | 4,91 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 300 704 | 6,74 | 5 870 | 6,96 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 438 142 | 10,59 | 8 553 | 10,81 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 1 223 903 | −1,40 | 23 842 | −1,40 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 113 216 | 7,69 | 2 210 | 7,91 | ||||
| 2025-04-29 | 13F | Concurrent Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 1 580 | −12,23 | ||||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 245 353 | −6,62 | 4 789 | −6,43 | ||||
| 2025-08-08 | 13F | Creative Planning | 143 367 | −6,52 | 2 799 | −6,33 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 415 107 | 3,96 | 8 103 | 4,17 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 21 716 | 424 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 15 364 | 300 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 2 548 276 | −3,28 | 49 742 | −3,08 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 16 187 | 0,00 | 316 | 0,00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2 994 075 | 16,03 | 58 444 | 16,27 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 172 934 | 1,17 | 3 376 | 1,38 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9 509 | −90,81 | 186 | −90,82 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 301 151 | 0,06 | 5 878 | 0,26 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 15 385 | −2,34 | 300 | −1,96 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 56 214 | −0,85 | 1 097 | −0,63 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 142 017 | 0,00 | 2 772 | 0,22 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 29 883 | −79,38 | 583 | −79,35 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 63 733 | −18,11 | 1 242 | −17,86 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 177 601 | −10,72 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1 042 | 0,00 | 20 | 0,00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 59 907 | 8,67 | 1 169 | 8,95 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 46 139 | 46,46 | 901 | 46,82 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 39 539 | −0,19 | 772 | 0,00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 214 269 | −4,42 | 4 180 | −4,26 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 479 960 | 6,47 | 9 369 | 6,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 41 182 | 0,44 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 328 572 | −11,11 | 6 414 | −10,93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 18 008 | 164,40 | 352 | 165,91 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 17 919 | −0,27 | 350 | 0,00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 51 076 | −4,46 | 997 | −4,23 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 410 050 | 8 004 | ||||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 542 920 | 11,14 | 10 598 | 11,36 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 10 801 | 0,00 | 211 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 50 620 | −38,95 | 988 | −38,82 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 538 | 0,00 | 30 | 3,45 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 95 927 | 1,02 | 1 872 | 1,24 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 27 204 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 232 358 | 103,00 | 4 536 | 103,45 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 23 768 | −41,24 | 464 | −41,17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 58 793 | 2,22 | 1 148 | 2,41 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 306 | 84 | ||||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 89 404 | −1,44 | 1 745 | −1,25 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 67 944 | 0,78 | 1 326 | 0,99 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 31 177 | −89,92 | 609 | −89,91 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 123 978 | 4,69 | 2 420 | 4,94 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 19 436 | 23,46 | 0 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 56 506 | 0,00 | 1 103 | 0,18 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 23 354 | 456 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 59 121 | −21,69 | 1 154 | −21,50 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 055 | 21 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 923 379 | 4,73 | 37 549 | 4,96 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 33 783 | 33,63 | 659 | 33,94 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 106 126 | 2 072 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 24 410 | −21,56 | 476 | −21,45 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 14 752 | −24,83 | 288 | −24,87 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 10 292 | 0,00 | 201 | 0,00 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 48 379 | 944 | ||||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 980 751 | 19 144 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 155 316 | 4,23 | 3 032 | 4,45 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 127 007 | 9,49 | 2 479 | 9,74 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 284 022 | 3,86 | 5 544 | 4,09 | ||||
| 2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 10 541 | 0,00 | 206 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 445 639 | −0,03 | 8 699 | 0,17 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 40 302 | 5,46 | 787 | 5,65 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 195 353 | 20,40 | 3 813 | 20,66 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 33 379 | −6,97 | 652 | −6,73 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 17 021 | 1,05 | 332 | 1,22 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 12 700 | 0,00 | 248 | 0,00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 34 693 | 7,30 | 677 | 7,63 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 14 872 | 0,00 | 290 | 0,35 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 15 560 | −25,28 | 304 | −25,00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 49 302 | −0,73 | 962 | −0,52 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 31 970 | 624 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 32 370 | −27,07 | 632 | −26,97 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 288 082 | 2,82 | 5 623 | 3,04 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 543 756 | 5,56 | 10 614 | 5,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 63 818 | −1,01 | 1 246 | −0,80 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 250 941 | 4 898 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 42 259 | 21,63 | 825 | 21,89 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 129 399 | 11,38 | 2 526 | 11,58 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 141 223 | −32,91 | 2 757 | −32,78 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 43 189 | 11,55 | 843 | 12,10 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 155 | 16,76 | 237 | 17,33 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 482 691 | 0,00 | 9 403 | 0,00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 54 737 | 5,81 | 1 068 | 6,06 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 512 511 | 0,82 | 10 004 | 1,03 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 27 | 1 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 43 999 | −9,68 | 859 | −9,59 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 45 973 | 14,13 | 897 | 14,71 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 274 916 | 10,72 | 5 366 | 10,94 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 586 843 | −7,63 | 11 455 | −7,43 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 26 508 | 0,00 | 517 | 0,19 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 67 993 | 0,08 | 1 328 | 0,53 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 560 | 214 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20 300 | 7,80 | 396 | 8,20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 740 588 | 9,83 | 14 456 | 10,07 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1 581 | −67,89 | 31 | −68,42 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 11 880 | 232 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 100 072 | −87,86 | 1 953 | −87,84 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 59 223 | 1,28 | 1 156 | 1,49 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 15 100 | 0,00 | 295 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 330 414 | 25,82 | 6 446 | 26,02 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22 852 | −2,28 | 446 | −1,98 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 137 030 | 1,34 | 2 675 | 1,56 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 237 | −7,48 | 24 | −7,69 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 119 902 | −45,52 | 2 340 | −45,42 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 22 592 | 4,71 | 441 | 4,76 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 409 920 | −0,91 | 8 002 | −0,71 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 261 323 | 179,39 | 5 101 | 179,97 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 24 210 | 54,10 | 473 | 54,25 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 17 718 | −4,60 | 346 | −4,43 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 116 161 | −0,01 | 2 267 | 0,18 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 13 030 | 3,87 | 254 | 4,10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 62 002 093 | −1,77 | 1 210 281 | −1,56 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 13 152 | −24,45 | 257 | −24,48 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 250 812 | −3,22 | 4 896 | −2,84 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1 800 | 0,00 | 35 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 529 | 30 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 42 770 | 307,18 | 835 | 308,82 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 29 863 | 14,32 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 862 488 | −22,01 | 17 | −23,81 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 64 767 | −18,02 | 1 264 | −17,87 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 3 219 | 0,00 | 63 | 0,00 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 60 688 | −2,15 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 357 342 | 10,60 | 6 975 | 10,82 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 980 | 39 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 261 323 | 5 101 | ||||||
| 2025-07-17 | 13F | Blossom Wealth Management | 25 725 | −2,83 | 502 | −2,52 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 93 360 | −3,11 | 1 822 | −2,93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 64 120 | −50,43 | 1 252 | −50,34 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 37 253 | −10,57 | 727 | −10,36 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 019 256 | 2,70 | 19 896 | 2,91 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 6 521 | 0,00 | 127 | 0,00 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 38 947 | 5,07 | 1 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 170 | −37,73 | 3 | −40,00 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 33 166 | 136,19 | 647 | 137,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 24 343 | 0,00 | 475 | 0,21 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 37 508 | 133,84 | 732 | 134,62 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13 416 | 0,00 | 262 | 0,00 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 54 526 | 46,04 | 1 064 | 46,35 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 34 620 | 40,16 | 674 | 40,71 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 14 300 | 0,00 | 279 | 0,36 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 27 080 | −1,76 | 529 | −1,49 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 168 066 | −83,72 | 3 281 | −83,69 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 457 583 | −15,86 | 8 932 | −15,69 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 24 653 | 7,36 | 481 | 7,61 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 11 385 | 222 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 10 214 | 0,00 | 199 | 0,51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 251 251 | −2,60 | 4 907 | −2,37 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 252 482 | 4,74 | 4 928 | 4,96 | ||||
| 2025-08-12 | 13F | Heron Bay Capital Management | 29 206 | 0,00 | 570 | 0,35 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14 255 | 9,96 | 278 | 10,32 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 752 055 | 22,03 | 14 680 | 22,28 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 10 146 | 198 | ||||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 59 774 | 3,27 | 1 167 | 3,46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 43 007 | −5,98 | 839 | −5,84 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 43 751 | −9,06 | 854 | −8,86 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 79 374 | −5,24 | 1 549 | −5,03 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 62 750 | 1,90 | 1 225 | 2,09 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 4 816 | −0,95 | 94 | −1,06 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 90 507 | −7,64 | 1 767 | −7,44 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 61 886 | −3,21 | 1 208 | −2,97 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 268 691 | −3,18 | 5 245 | −3,00 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 10 000 | 0,00 | 195 | 0,52 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 64 124 | −10,36 | 1 252 | −10,19 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 28 170 | −7,93 | 550 | −7,89 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 033 | 0,00 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17 | −82,29 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 12 570 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 207 372 | 1,30 | 4 048 | 1,50 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 205 433 | 17,27 | 4 010 | 17,53 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 19 098 | −1,94 | 373 | −1,85 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 57 512 | 1,00 | 1 123 | 1,17 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 52 900 | 1 033 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 164 831 | 14,85 | 3 218 | 15,10 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 381 764 | 2,09 | 7 452 | 2,31 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 23 380 | −17,81 | 456 | −17,69 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 25 174 | 0,21 | 491 | 0,41 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 64 546 | −2,68 | 1 260 | −2,48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14 788 | −14,88 | 289 | −14,79 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 52 | 1 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 73 098 | −62,33 | 1 427 | −62,27 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 617 | −5,60 | 32 | −6,06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 84 248 | −38,25 | 1 648 | −38,06 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 85 350 | −18,22 | 1 666 | −18,05 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 28 223 | −10,82 | 551 | −10,71 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 892 | 0,00 | 76 | 0,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49 467 | 73,46 | 965 | 73,69 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 16 143 | 0,43 | 315 | 0,64 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14 394 | 0,97 | 281 | 1,08 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 42 030 | 1,04 | 820 | 1,23 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 176 717 | 1,29 | 3 450 | 1,50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 261 968 | −0,68 | 5 114 | −0,43 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 469 248 | 7,05 | 9 160 | 7,26 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 185 983 | −0,81 | 3 638 | −0,55 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17 066 | −21,21 | 333 | −20,90 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 16 820 | 0,16 | 328 | 0,31 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 006 161 | −33,16 | 19 640 | −33,03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 317 124 | −0,04 | 84 270 | 0,17 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 97 040 | 0,56 | 1 894 | 0,80 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 25 400 | −29,00 | 496 | −28,88 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 137 120 | 24,85 | 2 677 | 25,11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 116 598 | 15,66 | 41 | 17,14 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 246 496 | 0,42 | 4 812 | 0,63 | ||||
| 2025-04-21 | 13F | McMahon Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 22 922 | 0,80 | 447 | 1,13 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 116 372 | 15,10 | 21 792 | 15,33 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 43 564 | 1,68 | 850 | 1,92 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 136 217 | 0,52 | 2 659 | 0,72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 641 066 | 5,15 | 129 634 | 5,37 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 510 429 | 2,26 | 9 964 | 2,47 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 252 540 | 1,01 | 4 930 | 1,21 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 235 510 | 8,54 | 4 597 | 8,78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 436 | 98,89 | 28 | 100,00 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 119 659 | 0,65 | 2 336 | 0,86 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 119 865 | 2 340 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 10 546 | −1,20 | 206 | −0,97 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 185 453 | −5,32 | 3 620 | −5,11 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 295 908 | 0,63 | 5 776 | 0,84 |
