Grundläggande statistik
| Institutionella ägare | 417 total, 417 long only, 0 short only, 0 long/short - change of −6,70% MRQ |
| Genomsnittlig portföljallokering | 0.2914 % - change of −26,56% MRQ |
| Institutionella aktier (lång) | 65 632 260 (ex 13D/G) - change of −22,19MM shares −25,27% MRQ |
| Institutionellt värde (lång) | $ 2 450 267 USD ($1000) |
Institutionellt ägande och aktieägare
Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF (US:CALF) har 417 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 65,632,260 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, UBS Group AG, Envestnet Asset Management Inc, Cetera Investment Advisers, and Advisor Group Holdings, Inc. .
Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF (BATS:CALF) 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 16, 2025 is 43,68 / share. Previously, on September 17, 2024, the share price was 46,10 / share. This represents a decline of 5,25% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 15 377 | −6,66 | 612 | −0,81 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 117 | 44 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 33 115 | −52,10 | 1 318 | −49,15 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 69 480 | 11,80 | 2 766 | 18,71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 68 746 | −9,45 | 2 737 | −3,83 | ||||
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 148 | −0,95 | 46 | 4,65 | ||||
| 2025-05-08 | 13F | Mma Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | DHK Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 770 | 34 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 39 086 | −8,20 | 1 556 | −2,51 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 67 269 | −29,73 | 2 678 | −25,40 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 15 939 | 0,03 | 635 | 6,20 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10 425 | −3,83 | 415 | 2,22 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 742 | 109 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 7 027 | 4,90 | 280 | 11,16 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5 204 | −14,77 | 207 | −9,21 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 203 461 | 303,44 | 8 101 | 328,34 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 54 635 | −9,54 | 2 175 | −3,93 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | JT Stratford LLC | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Amplius Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 822 | 23 416,67 | 112 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 7 | 16,67 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 792 | −15,07 | 231 | −9,80 | ||||
| 2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Allie Family Office LLC | 5 910 | −39,96 | 235 | −36,31 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 952 | −55,84 | 38 | −63,00 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 11 274 | 0,88 | 449 | 6,92 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11 462 | −94,05 | 456 | −93,69 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1 500 | 60 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 58 809 | −7,05 | 2 341 | −1,31 | ||||
| 2025-05-08 | 13F | Vestcor Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6 418 | −27,94 | 256 | −23,42 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 315 | 13 | ||||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 53 635 | −0,59 | 2 190 | 8,26 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 87 873 | 8,61 | 3 499 | 15,33 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Ellerson Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 13 527 | −46,67 | 539 | −43,43 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 77 630 | 6,36 | 3 091 | 12,94 | ||||
| 2025-05-29 | 13F | Apeiron RIA LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 555 | −66,36 | 22 | −63,93 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 26 216 | −29,76 | 1 044 | −25,45 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 7 180 | −8,10 | 286 | −2,40 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 35 006 | 17,21 | 1 396 | 22,67 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 263 | 0,00 | 11 | 11,11 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1 725 | −56,08 | 69 | −53,74 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 150 000 | 5 972 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6 543 | −25,20 | 260 | −20,73 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 175 642 | −9,00 | 6 986 | −3,15 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 75 938 | −25,59 | 3 023 | −21,01 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 235 217 | 4,38 | 9 365 | 10,83 | ||||
| 2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 52 099 | −30,19 | 2 074 | −25,88 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14 236 | 0,04 | 1 | |||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 437 631 | 5,49 | 17 424 | 12,00 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 13 869 | 15,46 | 552 | 22,67 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 15 092 | −38,15 | 605 | −33,99 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 25 909 | −30,51 | 1 032 | −26,25 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 25 057 | −45,84 | 998 | −42,54 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 5 389 | −85,53 | 215 | −84,67 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 11 116 | −33,69 | 443 | −29,62 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | USAdvisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Sanchez Wealth Management Group | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 600 | 867,74 | 24 | 1 050,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 591 | −54,71 | 223 | −51,95 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 35 110 | 132,96 | 1 398 | 147,26 | ||||
| 2025-05-15 | 13F | Ironwood Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Camarda Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 15 399 | −50,68 | 613 | −47,61 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 19 277 | 15,13 | 768 | 22,33 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 38 | −93,57 | 2 | −95,45 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 713 | 0,00 | 28 | 7,69 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 12 203 | −18,33 | 486 | −13,39 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 66 750 | 42,29 | 2 658 | 51,05 | ||||
| 2025-05-02 | 13F | Grant Street Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 50 266 | −7,90 | 2 001 | −2,20 | ||||
| 2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 20 395 | 17,06 | 812 | 24,35 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16 182 | −82,57 | 644 | −81,49 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5 790 | −54,09 | 231 | −51,27 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 25 144 | −14,36 | 1 001 | −9,08 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 469 368 | −8,58 | 177 948 | −2,94 | ||||
| 2025-05-06 | 13F | Sage Advisory Services, Ltd.Co. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 361 | −33,31 | 213 | −29,24 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 5 231 | −2,17 | 208 | 4,00 | ||||
| 2025-04-14 | 13F | Menlo Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Avondale Wealth Management | 12 828 | −94,37 | 511 | −94,03 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 20 760 | −8,65 | 827 | −3,05 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 30 598 | −5,83 | 1 218 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 144 640 | −39,91 | 5 759 | −36,21 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 7 232 | −7,66 | 295 | −0,34 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 40 523 | −3,33 | 1 613 | 2,67 | ||||
| 2025-04-28 | 13F | Rossby Financial, LCC | 0 | 0 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 80 164 | −1,12 | 3 192 | 4,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 030 962 | −17,22 | 41 | −10,87 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 12 875 | −44,12 | 513 | −40,67 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 602 | 0,00 | 24 | 4,55 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 249 | 0,00 | 10 | 0,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12 836 | 11,36 | 511 | 18,56 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 92 | 0,00 | 4 | 0,00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1 344 | −77,58 | 54 | −76,34 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 21 374 | −7,01 | 851 | −1,16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 456 222 | −24,78 | 18 892 | −16,93 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 98 217 | −6,15 | 3 911 | −0,36 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 917 | −20,95 | 37 | −16,28 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 778 | −40,31 | 628 | −43,01 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20 892 | −37,64 | 832 | −33,84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 184 | 80,39 | 7 | 133,33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 28 854 | 1 149 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 112 295 | −43,10 | 4 471 | −39,58 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 14 066 | −25,07 | 560 | −20,34 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Adirondack Trust Co | 5 378 | −33,74 | 214 | −29,61 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 19 834 | 1,17 | 790 | 7,35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48 786 | −97,42 | 1 942 | −97,26 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 75 918 | −17,36 | 3 023 | −12,28 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 23 995 | −17,36 | 955 | −12,22 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 48 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 137 929 | −1,46 | 5 492 | 4,63 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 5 778 462 | −35,88 | 230 070 | −31,92 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 367 020 | 6,21 | 14 613 | 12,76 | ||||
| 2025-05-13 | 13F | ASB Consultores, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-28 | 13F | GK Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 13 430 | −92,40 | 535 | −91,94 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 342 | 40,65 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 7 642 | −46,48 | 304 | −43,18 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 10 910 | −84,95 | 434 | −84,03 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 24 353 | −15,93 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 11 795 | 2,85 | 470 | 9,07 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 17 105 | −16,47 | 681 | −11,21 | ||||
| 2025-05-01 | 13F | FDx Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 10 065 | −4,48 | 401 | 1,27 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 12 444 | −28,08 | 495 | −23,61 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 345 389 | 51,30 | 13 752 | 60,64 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 92 910 | −10,85 | 3 699 | −5,35 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 11 593 | −5,62 | 462 | 0,22 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 48 950 | 3,90 | 1 949 | 10,31 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 41 672 | 31,93 | 1 659 | 40,12 | ||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 119 042 | −9,42 | 4 740 | −3,84 | ||||
| 2025-07-17 | 13F | Black Point Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 170 | −87,87 | 7 | −88,46 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | MTM Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 | 0,00 | 0 | |||||
| 2025-05-13 | 13F | Capstone Wealth Management Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 335 | 13 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 26 382 | −3,37 | 1 050 | 2,64 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 273 | −12,69 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 564 | 0,34 | 540 | 6,72 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 113 | 0,00 | 4 | 0,00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 274 184 | 33,93 | 10 917 | 42,19 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 65 | 0,00 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 9 197 | −55,49 | 366 | −52,71 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9 215 | −86,27 | 367 | −85,42 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 81 670 | −10,15 | 3 252 | −4,61 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 8 048 | 0,00 | 320 | 6,31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 37 124 | 292,31 | 1 478 | 255,29 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 181 056 | 16,24 | 7 209 | 23,40 | ||||
| 2025-05-14 | 13F | ZEGA Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sharkey, Howes & Javer | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 30 406 | 14,19 | 1 211 | 21,24 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7 709 | −85,03 | 307 | −84,15 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 66 492 | −17,15 | 2 647 | −12,03 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 66 326 | −26,83 | 2 641 | −22,33 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11 217 | 100,27 | 447 | 112,38 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 50 004 | 0,25 | 1 991 | 6,42 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 5 902 | 0,91 | 235 | 6,85 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 12 083 | 0,00 | 481 | 6,18 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5 318 | −15,84 | 212 | −10,59 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 7 253 | −77,16 | 289 | −75,80 | ||||
| 2025-07-16 | 13F | First American Bank | 6 000 | 0,00 | 239 | 5,78 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 16 956 | −34,22 | 675 | −30,12 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10 300 | 410 | ||||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6 710 | −64,86 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 300 | 12 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 81 | 0,00 | 3 | 0,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 6 612 | 25,51 | 263 | 33,50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 61 853 | 12,52 | 2 463 | 19,46 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 42 233 | 0,25 | 1 681 | 6,46 | ||||
| 2025-05-14 | 13F | Cascade Investment Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 22 838 | −29,96 | 909 | −25,61 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 8 | −87,72 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 163 339 | −57,74 | 6 531 | −54,94 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 72 146 | 3,96 | 2 872 | 10,38 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 55 824 | −43,54 | 2 244 | −39,47 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5 815 | 232 | ||||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 40 309 | −11,64 | 1 605 | −6,20 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 50 | 2 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 59 037 | −9,99 | 2 | 0,00 | ||||
| 2025-05-12 | 13F | Cypress Capital Group | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 22 444 | 11,38 | 894 | 18,28 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 10 650 | 0,00 | 424 | 6,27 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 397 740 | 11,36 | 15 836 | 18,24 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 11 679 | 0,32 | 465 | 6,42 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 169 385 | 55,98 | 6 744 | 65,62 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 68 982 | −19,14 | 2 748 | −14,12 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 107 425 | −20,25 | 123 722 | −15,33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 715 | 347 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 800 | −34,05 | 32 | −31,11 | ||||
| 2025-04-22 | 13F | XML Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 482 | −67,86 | 338 | −65,93 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 55 896 | −11,28 | 2 225 | −5,80 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 9 067 | −58,79 | 361 | −56,36 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 6 | −88,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 21 490 | 33,79 | 856 | 42,03 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 70 | −36,94 | 3 | −50,00 | ||||
| 2025-05-09 | 13F | Syntegra Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 817 663 | −35,20 | 72 370 | −31,20 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 650 | 22,31 | 66 | 30,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 45 557 | −5,68 | 1 814 | 0,11 | ||||
| 2025-04-25 | 13F | Hixon Zuercher, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 61 855 | −32,41 | 2 463 | −28,24 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 253 | 0,00 | 10 | 11,11 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 13 862 | −45,50 | 552 | −42,18 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 33 781 | −4,66 | 1 345 | 1,20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 28 890 | −4,54 | 1 150 | 1,41 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11 413 | −63,59 | 0 | −100,00 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 48 951 | 137,21 | 2 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 150 | −64,45 | 6 | −66,67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7 590 | −23,26 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 197 519 | −24,82 | 47 679 | −20,18 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 13 440 | 3,11 | 535 | 9,63 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 885 | 0,00 | 75 | 7,14 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 363 287 | −41,06 | 14 464 | −37,42 | ||||
| 2025-05-01 | 13F | Smith Thornton Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 634 | −59,56 | 65 | −56,95 | ||||
| 2025-04-10 | 13F | Breakwater Capital Group | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6 152 | −42,33 | 245 | −39,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 788 385 | −55,28 | 31 388 | −51,97 | ||||
| 2025-04-25 | 13F | Benchmark Financial Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 158 481 | −2,17 | 6 | 0,00 | ||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 048 | −6,65 | 82 | −1,22 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3 542 | 133 | ||||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 734 415 | −1,80 | 29 274 | 4,61 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 18 127 | −21,81 | 722 | −17,03 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 082 | 1 161,82 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 281 734 | −4,40 | 11 217 | 1,50 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 12 510 | 505 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 8 784 | −22,61 | 350 | −17,88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 71 454 | −12,52 | 2 845 | −7,15 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 97 124 | 3 867 | ||||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 483 | 19 | ||||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 17 918 | −18,40 | 713 | −13,37 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 44 845 | 6,98 | 1 785 | 13,55 | ||||
| 2025-05-05 | 13F | Willner & Heller, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8 856 | −54,03 | 353 | −51,25 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 38 242 | −14,83 | 1 523 | −9,57 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 12 347 | −39,84 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15 991 | −61,30 | 637 | −65,02 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 12 623 | 503 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1 547 | 10,03 | 62 | 17,31 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 470 649 | 3,52 | 18 739 | 9,91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 59 154 | −47,39 | 2 355 | −44,14 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 238 | 1,59 | 288 | 7,49 | ||||
| 2025-08-14 | 13F | Comerica Bank | 37 657 | −28,37 | 1 499 | −23,95 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 038 | 41 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 100 | −61,98 | 4 | −66,67 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 3 346 | −36,76 | 133 | −73,97 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 104 810 | 5,38 | 4 173 | 11,91 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 10 752 | −8,28 | 428 | −2,51 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 8 936 | −0,47 | 356 | 5,65 | ||||
| 2025-08-08 | 13F | Creative Planning | 5 186 | −30,66 | 206 | −26,43 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 5 111 | 0,00 | 204 | 6,28 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 582 730 | −6,61 | 23 201 | −0,85 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 11 740 | −34,76 | 467 | −30,71 | ||||
| 2025-05-01 | 13F | Fidelis Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Mission Wealth Management, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 7 167 | −12,54 | 285 | −7,17 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 643 | −2,40 | 185 | 3,37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 47 690 | 68,04 | 1 899 | 78,38 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 24 | −91,30 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 686 | −28,44 | 67 | −23,86 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 63 531 | 8,34 | 2 382 | −7,89 | ||||
| 2025-05-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 34 654 | −3,00 | 1 380 | 2,99 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 460 | 0,00 | 18 | 0,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11 066 | −55,09 | 441 | −59,41 | ||||
| 2025-05-08 | 13F | New England Private Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 516 344 | −4,68 | 20 558 | 1,20 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 12 | 0,00 | 0 | |||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 24 725 | −21,05 | 984 | −16,18 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 535 | −2,98 | 380 | 2,99 | ||||
| 2025-05-02 | 13F | GPM Growth Investors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 8 484 | −4,09 | 338 | 1,81 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 289 065 | −24,80 | 11 509 | −20,16 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 320 | −99,63 | 13 | −99,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 259 | 116,42 | 209 | 129,67 | ||||
| 2025-04-07 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 212 | 0,00 | 8 | 14,29 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 17 225 | −1,99 | 686 | 3,95 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 21 482 | −12,71 | 855 | −7,27 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12 501 | 39,55 | 498 | 48,36 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 71 896 | −21,04 | 2 930 | −14,18 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 19 374 | −87,53 | 771 | −86,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 950 595 | −0,40 | 38 | 5,71 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 53 827 | −42,88 | 2 229 | −28,38 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | CMC Financial Group | 28 736 | 0,00 | 1 144 | 6,22 | ||||
| 2025-05-07 | 13F | Cosner Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6 084 | 10,00 | 242 | 16,91 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 278 284 | −20,51 | 11 080 | −15,61 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Shelton Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 6 219 | −31,38 | 248 | −27,14 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 992 | 34,35 | 119 | 43,37 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 5 934 | 236 | ||||||
| 2025-08-05 | 13F | Prospect Financial Services LLC | 8 073 | 0,00 | 303 | 0,00 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 52 854 | 935,95 | 2 104 | 741,60 | ||||
| 2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 79 073 | −14,82 | 3 148 | −9,57 | ||||
| 2025-05-01 | 13F | Fulton Breakefield Broenniman Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8 192 | −58,19 | 326 | −62,31 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 987 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 11 620 | 1,36 | 463 | 7,69 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 187 | 0,00 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 7 173 | 0,00 | 286 | 6,34 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 487 551 | 9,02 | 19 | 18,75 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 46 221 | −3,91 | 1 939 | 9,74 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1 450 | 0,00 | 58 | 5,56 | ||||
| 2025-04-23 | 13F | Nvest Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 9 199 | −82,22 | 366 | −81,13 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 34 461 | −49,76 | 1 372 | −46,66 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 729 840 | −11,86 | 68 874 | −6,42 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 621 | 264 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 11 306 | 19,04 | 450 | 26,40 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 273 | −6,59 | 449 | −0,88 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 185 050 | −1,78 | 7 368 | 4,27 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 150 | 212,50 | 6 | 400,00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 7 245 | 288 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 625 | −43,54 | 25 | −41,46 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20 985 | −0,32 | 868 | 20,75 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 5 375 | 214 | ||||||
| 2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Channel Wealth Llc | 11 198 | −23,23 | 446 | −18,65 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 27 377 | −0,00 | 1 090 | 6,24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 221 333 | −14,71 | 48 623 | −9,48 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 107 810 | 4,26 | 4 457 | 22,25 | ||||
| 2025-05-19 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 8 046 | −28,12 | 320 | −23,63 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 600 | −78,23 | 64 | −77,09 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 15 118 | −76,85 | 602 | −75,46 | ||||
| 2025-04-22 | 13F | 1858 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Stegent Equity Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 8 333 | 9,37 | 332 | 16,14 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 302 | −5,62 | 12 | 0,00 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 024 | −42,49 | 200 | −38,84 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 47 515 | −7,58 | 1 892 | −1,87 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 485 | 0,00 | 19 | 5,56 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 39 302 | −10,17 | 1 565 | −2,25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 287 380 | 96,75 | 11 442 | 108,91 | ||||
| 2025-06-30 | NP | HERD - Pacer Cash Cows Fund of Funds ETF | 447 577 | 7,88 | 15 956 | −12,80 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 16 100 | 65,98 | 641 | 76,58 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7 277 | 0,10 | 290 | 6,25 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 7 337 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 65 197 | −15,13 | 2 596 | −9,90 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 5 633 | 2,46 | 224 | 8,74 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 542 | 22 | ||||||
| 2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 9 226 | −82,33 | 367 | −81,25 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 19 230 | −61,10 | 766 | −58,72 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 961 | 0,10 | 38 | 5,56 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 5 371 | −70,25 | 214 | −68,49 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 818 | −10,12 | 232 | −4,55 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12 197 | −8,86 | 486 | −17,52 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 38 035 | −78,51 | 1 514 | −77,19 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 5 749 | −59,10 | 229 | −56,74 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5 930 | −14,45 | 236 | −8,88 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 5 323 | 212 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 310 134 | −45,04 | 12 348 | −41,65 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 819 326 | 5,50 | 32 621 | 12,01 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 41 599 | −36,38 | 1 656 | −32,44 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 14 217 | −75,70 | 579 | −71,92 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9 873 | −5,68 | 393 | 0,26 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 118 | −50,00 | 5 | −50,00 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 394 | 0,00 | 16 | 7,14 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 111 490 | −10,29 | 4 439 | −4,74 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 16 458 | −69,17 | 655 | −67,27 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 11 907 | 2,77 | 474 | 9,22 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17 972 | 2,35 | 716 | 8,66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 15 325 548 | −23,18 | 610 187 | −18,43 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 337 | 0,00 | 13 | 8,33 | ||||
| 2025-05-02 | 13F | Lokken Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | BW Gestao de Investimentos Ltda. | 291 259 | 0,00 | 11 596 | 6,17 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 700 | −48,60 | 28 | −47,06 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 74 595 | 11,48 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 3 937 | −23,55 | 157 | −19,17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 732 111 | −17,69 | 29 149 | −12,61 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 8 382 | 0,00 | 334 | 6,05 | ||||
| 2025-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 000 | 0,00 | 40 | 5,41 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 17 823 | −0,61 | 710 | 5,51 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 50 455 | −1,73 | 2 009 | 4,31 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 123 | 5 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 822 | −23,69 | 112 | −18,84 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2 395 | −4,01 | 95 | 2,15 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 181 038 | −41,18 | 7 208 | −37,55 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | BXM Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 326 | −42,63 | 332 | −39,15 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 17 941 | 6,70 | 714 | 13,33 | ||||
| 2025-04-08 | 13F | Lowe Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 053 894 | −31,42 | 42 | −28,07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 797 511 | −35,67 | 111 383 | −31,70 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 7 123 | −8,94 | 284 | −3,41 | ||||
| 2025-05-08 | 13F | Savant Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 67 367 | 2,42 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 5 389 | 215 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 324 | 0,31 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 99 260 | −8,35 | 3 952 | −2,68 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 71 899 | 10,28 | 2 863 | 17,10 | ||||
| 2025-07-31 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 171 | 42,50 | 7 | 50,00 | ||||
| 2025-07-24 | 13F | Baxter Bros Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 123 | 5 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15 294 | −16,34 | 1 | |||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 14 930 | −3,30 | 594 | 2,59 | ||||
| 2025-07-16 | 13F | Novem Group | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 219 | −33,46 | 168 | −29,54 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2 180 | 0,00 | 87 | 6,17 | ||||
| 2025-07-24 | 13F | Bey-Douglas LLC | 5 213 | 208 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15 071 | −31,46 | 565 | −41,57 | ||||
| 2025-04-11 | 13F | Holland Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 817 | 4,23 | 311 | 10,68 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1 312 | −81,00 | 52 | −79,92 | ||||
| 2025-05-12 | 13F | Meridian Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8 875 | 0 | ||||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 12 442 | 495 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 585 | 23 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 6 774 | 270 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26 944 | 1 073 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 62 215 | 1,01 | 2 333 | −13,91 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 22 255 | −54,49 | 886 | −51,66 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 47 766 | −5,86 | 1 902 | −0,05 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 31 733 | −5,72 | 1 263 | 0,08 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 39 321 | 0,82 | 1 566 | 7,05 | ||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 898 | 0,00 | 36 | 6,06 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16 871 | 41,70 | 672 | 50,45 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5 265 | 210 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10 827 | −13,53 | 431 | −8,10 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 519 454 | −12,29 | 60 497 | −6,88 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 90 | 0,00 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3 644 | −72,95 | 145 | −71,49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9 400 | −9,62 | 374 | −4,10 | |||
| 2025-08-14 | 13F | Stifel Financial Corp | 580 785 | −15,44 | 23 125 | −10,22 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 366 | −14,49 | 94 | −8,74 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 78 499 | −2,97 | 2 649 | −27,02 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5 335 | 212 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 565 | 102 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 7 907 | −9,67 | 315 | −4,27 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 27 815 | −48,15 | 1 043 | −55,81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 255 837 | −18,82 | 10 186 | −13,81 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 52 699 | 1,73 | 2 098 | 8,03 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 58 332 | 2,48 | 2 322 | 8,81 | ||||
| 2025-04-15 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 108 990 | −74,12 | 4 339 | −72,52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 312 908 | −13,96 | 12 458 | −8,65 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 250 | 9 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 59 005 | 10,38 | 2 349 | 17,22 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15 058 | −16,52 | 600 | −11,39 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 121 | 0,83 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 746 | −36,24 | 428 | −32,44 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 8 693 | −16,63 | 346 | −11,51 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 510 | 20 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9 663 | 385 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 314 734 | −16,56 | 92 161 | −11,41 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 700 | 0,00 | 68 | 6,35 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8 293 | 16,08 | 330 | 23,60 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 43 715 | 25,24 | 1 741 | 33,03 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 219 | 9 | ||||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 12 680 | −23,03 | 505 | −18,31 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 611 | −42,41 | 24 | −38,46 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 257 217 | −10,05 | 10 241 | −4,50 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 126 983 | 12,00 | 5 056 | 18,91 | ||||
| 2025-04-17 | 13F | Vista Investment Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 125 | −28,57 | 5 | −33,33 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 95 129 | 28,45 | 3 788 | 36,37 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 22 244 | 1,04 | 921 | 11,64 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 110 384 | 13,28 | 4 395 | 20,25 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 1 425 | 0,00 | 57 | 5,66 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 37 124 | 60,84 | 1 478 | 70,87 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 61 | −93,81 | 2 | −94,44 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 108 762 | 2,27 | 4 387 | 15,36 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Smith, Moore & Co. | 5 744 | −3,82 | 229 | 2,24 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
| 2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 63 753 | 2,64 | 2 538 | 8,97 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 11 011 | 438 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 18 430 | −25,91 | 734 | −17,45 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 5 690 | 0,00 | 227 | 6,10 |
