Grundläggande statistik
| Institutionella ägare | 546 total, 546 long only, 0 short only, 0 long/short - change of 8,96% MRQ |
| Genomsnittlig portföljallokering | 1.1151 % - change of 5,15% MRQ |
| Institutionella aktier (lång) | 377 014 209 (ex 13D/G) - change of 46,04MM shares 13,91% MRQ |
| Institutionellt värde (lång) | $ 13 722 294 USD ($1000) |
Institutionellt ägande och aktieägare
Capital Group Dividend Value ETF (US:CGDV) har 546 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 377,014,209 aktier. Största aktieägare inkluderar LPL Financial LLC, TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A, Capital International Investors, Raymond James Financial Inc, Envestnet Asset Management Inc, Morgan Stanley, Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Advance Capital Management, Inc., and Cetera Investment Advisers .
Capital Group Dividend Value ETF (ARCA:CGDV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 10, 2025 is 41,94 / share. Previously, on September 11, 2024, the share price was 35,02 / share. This represents an increase of 19,76% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 269 954 | 10 660 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 643 338 | 7,45 | 25 405 | 19,05 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 300 | 0,00 | 12 | 10,00 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 19 961 | 0,69 | 788 | 11,61 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 29 073 | 1 148 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 38 489 | 2,65 | 1 566 | 20,02 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 63 756 | 10,88 | 2 518 | 22,84 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 62 653 | −4,66 | 2 474 | 5,64 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 276 899 | −9,40 | 10 935 | 0,39 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 325 059 | 21,01 | 13 194 | 37,08 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 74 260 | −0,07 | 2 933 | 10,73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 884 253 | 7,36 | 271 859 | 18,96 | ||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 21 469 | 0,00 | 848 | 10,72 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 500 | −43,82 | 20 | −38,71 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 35 119 | 74,06 | 1 440 | 104,55 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 98 333 | 23,67 | 3 883 | 37,06 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 256 792 | 6,89 | 10 141 | 18,43 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 15 829 | 6 083,20 | 1 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 48 504 | −72,71 | 1 915 | −69,76 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 13 051 | −25,91 | 515 | −17,86 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 218 252 | 3,64 | 8 619 | 14,83 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 376 817 | −0,17 | 14 881 | 10,62 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 27 958 | 29,14 | 1 104 | 43,19 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 862 641 | 60,79 | 34 066 | 78,16 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 181 062 | 12,60 | 7 150 | 24,78 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 9 746 | 385 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11 974 | 297,81 | 473 | 341,12 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 38 287 | 2,45 | 1 512 | 13,52 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 9 645 | 13,98 | 381 | 26,25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 517 846 | 11,71 | 454 840 | 23,78 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 8 679 595 | 5,56 | 342 757 | 16,97 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 97 845 | 711,99 | 3 864 | 800,47 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 747 | 29 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 197 689 | 139,14 | 7 807 | 164,97 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 321 347 | 118,20 | 13 | 140,00 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 54 231 | 5,70 | 2 142 | 17,12 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1 440 012 | 18,52 | 57 034 | 32,31 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 28 321 | 12,57 | 1 118 | 24,78 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 9 698 | 0,30 | 383 | 11,05 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 31 806 | 28,18 | 1 256 | 42,08 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14 358 | 4,25 | 567 | 15,51 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 983 194 | 2,05 | 38 826 | 13,61 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 68 559 | −1,50 | 2 707 | 9,15 | ||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clg Llc | 256 744 | 193,15 | 10 139 | 224,83 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 396 577 | 0,20 | 16 053 | 13,81 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 400 065 | 53,56 | 15 798 | 70,15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 24 241 | 129,97 | 957 | 155,20 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 7 245 | −3,73 | 286 | 6,72 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 25 480 | 1,77 | 1 006 | 12,78 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 9 486 | 0,00 | 375 | 10,65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 200 583 | −3,16 | 47 411 | 7,31 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 381 882 | 0,85 | 15 081 | 11,75 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 7 509 | 2,19 | 297 | 12,98 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 24 921 | 984 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64 889 | 11,66 | 2 562 | 23,71 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 128 | 42,22 | 5 | 66,67 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 77 077 | 1,59 | 3 | 50,00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 8 279 | 0,66 | 327 | 11,26 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12 293 | −14,06 | 485 | −4,72 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5 248 | −52,96 | 207 | −47,86 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 12 188 851 | −4,37 | 481 338 | 5,96 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 415 270 | 9,83 | 16 399 | 21,70 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 119 322 | 30,27 | 5 | 33,33 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 756 871 | 101,63 | 29 889 | 123,41 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 85 041 | 118,52 | 3 358 | 142,28 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 15 810 | 0,22 | 624 | 11,03 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 209 690 | −3,95 | 8 308 | 6,46 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 33 456 | 45,54 | 1 321 | 61,29 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 550 697 | −5,24 | 21 747 | 5,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 11 906 | 470 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 424 | 0,00 | 17 | 6,67 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 427 919 | 16 899 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12 089 | 11,85 | 477 | 23,90 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 247 459 | 5,44 | 9 772 | 16,83 | ||||
| 2025-08-15 | 13F | 44 Wealth Management Llc | 30 098 | 1 189 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 439 158 | 16,11 | 17 342 | 27,18 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 29 915 | −58,33 | 1 181 | −53,83 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 53 | −47,00 | 2 | −33,33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 651 638 | 2,00 | 66 363 | 15,00 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 20 534 | −27,06 | 811 | −19,24 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 150 813 | 11,69 | 5 956 | 23,75 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 447 743 | 2,46 | 18 | −99,89 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 317 753 | −45,26 | 12 548 | −39,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 939 344 | 73,07 | 76 585 | 91,77 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 16 102 | 104,39 | 636 | 126,79 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 20 209 | 42,21 | 798 | 57,71 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 9 196 | 363 | ||||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 14 321 | 566 | ||||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 39 628 | −8,44 | 1 565 | 1,43 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7 520 | 21,02 | 297 | 33,94 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 30 436 | 229,97 | 1 202 | 265,05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 146 958 | −0,10 | 5 803 | 14,12 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 24 193 | 955 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 19 676 | 4,68 | 777 | 15,99 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 16 405 | −2,72 | 648 | 15,12 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 48 100 | 5,03 | 1 933 | 32,15 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 266 355 | 2,35 | 10 518 | 13,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2 334 502 | 17,21 | 92 | 31,43 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 111 640 | 3,19 | 3 979 | 4,30 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 784 | 0,38 | 31 | 11,11 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 1 169 992 | 21,09 | 46 203 | 34,17 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 530 527 | 269,34 | 20 951 | 309,26 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 319 425 | 91,53 | 12 614 | 252 180,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 31 541 | 20,83 | 1 246 | 33,87 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 82 745 | 26,84 | 3 268 | 40,52 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 20 346 | 29,42 | 803 | 43,39 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 188 067 | 11,58 | 7 | 20,00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7 775 | −42,05 | 307 | −35,77 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 381 298 | 15 057 | ||||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 218 694 | 7,55 | 8 636 | 19,17 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 9 942 | 1 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 223 224 | 1,55 | 8 815 | 12,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5 785 215 | 15,58 | 228 | 28,09 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 5 199 | 205 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 4 501 | 17,80 | 178 | 30,15 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 7 000 | 276 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 740 | 0,00 | 29 | 11,54 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 2 515 | −9,76 | 99 | 0,00 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 690 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 34 886 | 2 109,37 | 1 378 | 2 358,93 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 12 423 | 491 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 106 857 | 63,64 | 4 220 | 81,31 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 170 | 7 | ||||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 95 457 | 10,90 | 3 770 | 23,70 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 050 | 0,00 | 41 | 10,81 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 545 634 | 91,99 | 21 547 | 112,75 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 586 209 | −1,22 | 23 149 | 9,45 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 330 582 | 106,64 | 52 545 | 128,97 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 14 888 | −12,66 | 1 | |||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 14 797 | 0,18 | 604 | 21,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 42 860 196 | 45,53 | 1 692 549 | 61,25 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 32 690 | 10,35 | 1 291 | 22,27 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 169 605 | −76,92 | 6 698 | −74,43 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 10 630 | 864,61 | 421 | 976,92 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 613 404 | 12,15 | 24 223 | 24,27 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 12 435 | 0,00 | 491 | 10,84 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 63 633 | 20,95 | 2 513 | 33,97 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 21 719 | 56,74 | 858 | 73,83 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 565 462 | 1 198,09 | 22 330 | 1 338,79 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 39 950 | 1,20 | 1 578 | 12,16 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 2 784 | 0,07 | 110 | 10,10 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 686 813 | 9,71 | 27 122 | 21,56 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 156 010 | 2,68 | 6 161 | 13,76 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 80 825 | 27,47 | 3 248 | 56,03 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3 333 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11 981 | 6,80 | 473 | 18,55 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 5 290 | 209 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 22 270 | 22,69 | 879 | 36,07 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 33 576 | 11,39 | 1 326 | 23,37 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 153 756 | 34,86 | 6 072 | 49,42 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 371 570 | −6,58 | 14 673 | 3,51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 434 236 | −12,43 | 17 148 | −2,97 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 351 837 | 179,62 | 13 902 | 209,90 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 111 193 | 5,87 | 4 391 | 17,31 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 17 842 | 1,75 | 705 | 12,82 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 16 545 | 58,45 | 653 | 75,54 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 77 242 | 14,13 | 3 050 | 26,45 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 206 484 | 1 993,95 | 8 154 | 2 223,08 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 770 | 0,00 | 30 | 11,11 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 11 045 | −5,58 | 438 | 4,55 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 29 027 | 59,62 | 1 146 | 73,11 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 260 771 | −1,97 | 10 298 | 8,62 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 8 288 | 327 | ||||||
| 2025-08-12 | 13F | FreeGulliver LLC | 254 317 | 10 043 | ||||||
| 2025-05-07 | 13F | JSF Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | tru Independence LLC | 8 822 | 0,14 | 348 | 11,18 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 16 387 | −4,26 | 647 | 6,07 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 110 044 | 10,59 | 4 346 | 22,53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 235 225 | 9 354,38 | 9 289 | 10 455,68 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 36 652 | 12,87 | 1 447 | 25,06 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 219 | 206 | ||||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 10 450 | 413 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 302 592 | −8,75 | 11 949 | 1,10 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 2 150 | 795,83 | 84 | 950,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 5 306 | 210 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 196 | −76,11 | 86 | −73,70 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 128 269 | −8,79 | 5 065 | 1,08 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 114 223 | 4 511 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 141 686 | 75,34 | 5 595 | 94,34 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 37 038 | 12,49 | 1 463 | 24,64 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Capital Planning LLC | 9 057 | −77,71 | 359 | −75,34 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 26 080 | 31,72 | 1 030 | 45,96 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 253 873 | 12,49 | 10 025 | 24,64 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 163 663 | 6 463 | ||||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 7 870 | −0,73 | 311 | 9,93 | ||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 877 731 | 5,64 | 34 662 | 17,05 | ||||
| 2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 222 549 | 8,04 | 8 788 | 19,71 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 21 231 | 48,79 | 838 | 64,96 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 638 | 24,91 | 183 | 38,64 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 42 633 | 1,17 | 1 684 | 12,13 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 12 435 | 0,69 | 491 | 11,59 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 380 357 | 15 020 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 171 932 | −18,74 | 6 790 | −9,96 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 17 507 | 691 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 559 204 | 13,13 | 22 083 | 25,35 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 73 300 | −0,51 | 2 895 | 10,25 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 6 038 | 0,00 | 238 | 10,70 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7 935 | −7,71 | 313 | 2,29 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9 902 | 1,15 | 391 | 12,36 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 28 502 | 1,89 | 1 126 | 12,95 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 51 135 | 3,85 | 2 019 | 15,11 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 5 409 | 214 | ||||||
| 2025-08-13 | 13F | Capital International Investors | 23 691 285 | −0,11 | 935 569 | 10,68 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 71 442 | 3,51 | 2 821 | 14,72 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 121 075 | −13,53 | 4 914 | −1,52 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 44 836 | −2,24 | 1 776 | 8,36 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 6 888 | 8,46 | 272 | 19,82 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 138 047 | 7,19 | 5 445 | 19,18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 95 966 | 63,32 | 4 | 50,00 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 11 824 | 0,00 | 467 | 10,69 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 244 142 | 4,51 | 9 641 | 15,81 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 74 695 | 2 959 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 91 228 | 4,73 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 12 831 | −10,48 | 507 | −0,78 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 53 958 | 1,12 | 2 131 | 12,05 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 175 150 | 6,78 | 6 917 | 18,30 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 182 982 | 94,19 | 7 226 | 115,16 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 40 619 | −20,02 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 5 150 | 101,96 | 203 | 125,56 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 103 417 | 3,60 | 4 084 | 14,79 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 251 185 | 64,55 | 9 919 | 82,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13 179 947 | 23,09 | 520 476 | 36,38 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 50 846 | 6,28 | 2 008 | 17,71 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 50 183 | 2 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9 188 | 6,06 | 363 | 17,53 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 18 147 | 0,00 | 717 | 10,84 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 17 533 | −59,03 | 692 | −54,62 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58 224 | 38,12 | 2 299 | 53,06 | ||||
| 2025-08-14 | 13F | Betterment LLC | 141 063 | 10,89 | 6 | 25,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 128 | 0,00 | 124 | 10,81 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 19 161 | −3,05 | 757 | 7,39 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 10 112 | 0,31 | 399 | 11,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 797 777 | 0,20 | 31 504 | 11,02 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 58 180 | 2 298 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 780 803 | −37,72 | 30 834 | −30,99 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 120 055 | 17,13 | 4 753 | 30,69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9 864 666 | 6,21 | 390 | 17,52 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 70 356 | 14,43 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 568 141 | 4,33 | 22 436 | 15,60 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 125 618 | 9,49 | 4 961 | 21,30 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 50 789 | −19,16 | 2 006 | −10,45 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5 270 920 | 3,53 | 208 149 | 20,78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 96 869 | 1,01 | 3 825 | 11,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 97 038 | 47,31 | 3 832 | 63,27 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 273 091 | 2,22 | 10 784 | 13,27 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 11 449 | 12,52 | 452 | 27,32 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 21 407 | −1,02 | 845 | 9,74 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 7 345 | 291 | ||||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 396 664 | 5,78 | 15 664 | 17,21 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 30 935 | 54,36 | 1 222 | 71,01 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 269 121 | 7,17 | 10 628 | 18,74 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 1 550 | 0,00 | 61 | 10,91 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 26 028 | 40,95 | 1 028 | 56,08 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 5 434 | 215 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3 296 914 | 1,70 | 130 195 | 12,68 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2 431 | 4,33 | 96 | 15,66 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 51 | 0,00 | 2 | 100,00 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 58 217 | 8,76 | 2 299 | 20,50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 123 821 | 8,25 | 4 890 | 19,95 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4 734 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 68 327 | 26,02 | 2 698 | 39,65 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 44 982 | −3,57 | 1 776 | 6,86 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 240 152 | −11,54 | 9 486 | −1,98 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 63 797 | 140,73 | 2 519 | 169,70 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 16 080 | 1,66 | 635 | 12,61 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 9 076 | 23,45 | 358 | 36,64 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 299 229 | −1,05 | 11 817 | 9,64 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 229 373 | 106,26 | 9 058 | 128,54 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 746 269 | −23,48 | 29 470 | −15,21 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6 804 | −94,03 | 269 | −93,40 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 984 | 78 | ||||||
| 2025-07-14 | 13F | BetterWealth, LLC | 219 370 | 7,66 | 8 663 | 19,28 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 410 | −38,53 | 16 | −30,43 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14 367 | 5,73 | 568 | 17,11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 167 593 | −31,08 | 6 618 | −23,64 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 55 985 | 0,41 | 2 211 | 11,22 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 169 094 | 12,09 | 6 678 | 24,20 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 482 130 | 2,35 | 19 039 | 13,41 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 21 997 | 59,23 | 869 | 76,06 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 387 880 | 2,59 | 94 297 | 13,67 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 342 952 | −6,70 | 13 543 | 3,38 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 161 037 | 1,26 | 6 359 | 12,19 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 298 904 | 31,24 | 11 804 | 45,41 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 104 611 | −1,72 | 4 131 | 8,91 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 443 987 | 17,03 | 17 533 | 29,68 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 31 626 | −0,03 | 1 249 | 10,74 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 298 484 | 53,08 | 11 787 | 69,62 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 77 814 | −4,13 | 3 073 | 6,22 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 22 507 | −2,55 | 889 | 8,69 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 46 341 | 12,19 | 1 830 | 24,32 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8 041 | 318 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 881 541 | 48,03 | 113 792 | 64,02 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 6 494 | −50,50 | 256 | −45,18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 22 753 | 19,71 | 899 | 32,64 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 14 | 1 200,00 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 12 452 | 6,55 | 492 | 18,03 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 74 290 | −6,08 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 120 179 | 0,68 | 4 746 | 11,54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37 464 | 1 479 | ||||||
| 2025-04-21 | 13F | Bricktown Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 44 779 | 1 774 | ||||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 196 343 | −9,12 | 8 | 0,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 95 347 | 7,45 | 3 765 | 19,07 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 198 313 | −1,69 | 7 831 | 8,93 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 272 431 | 19,83 | 10 758 | 34,21 | ||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 86 994 | 120,30 | 3 435 | 144,14 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 5 854 | 231 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 9 984 | 1,57 | 405 | 15,71 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 518 164 | 20 462 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 17 565 | 8,57 | 694 | 20,31 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 105 632 | 4 171 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 86 405 | 14,50 | 3 412 | 26,89 | ||||
| 2025-07-17 | 13F | KWB Wealth | 200 054 | 58,24 | 7 130 | 59,95 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 63 540 | 603,34 | 2 509 | 679,19 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 14 279 | 14,78 | 564 | 27,09 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 33 054 | 48,80 | 1 305 | 64,98 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 48 808 | 3,77 | 1 927 | 14,98 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 600 | 595,65 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 877 929 | −16,98 | 34 929 | −7,53 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 502 516 | 761,74 | 19 844 | 854,96 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3 650 | 0,00 | 144 | 10,77 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 12 128 | 25,90 | 479 | 39,36 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15 821 | 18,25 | 627 | 30,96 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 9 001 | −4,55 | 355 | 5,65 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5 029 430 | 21,90 | 198 612 | 35,07 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 130 169 | 149,35 | 5 140 | 176,34 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 562 415 | −14,26 | 61 700 | −4,99 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 48 114 | −8,00 | 1 953 | 4,78 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 25 464 | 12,39 | 1 006 | 24,54 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 7 274 | 0,00 | 288 | 10,81 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 813 532 | 8,75 | 32 126 | 20,49 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 225 272 | 0,26 | 8 896 | 11,09 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 479 521 | 140,68 | 18 936 | 166,70 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 91 283 | 3,08 | 3 219 | 1,96 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 12 501 | 17,40 | 494 | 30,08 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 641 829 | 2,31 | 25 346 | 13,36 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 81 487 | −5,90 | 3 218 | 4,24 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 8 615 | 13,64 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 103 312 | 2,80 | 4 080 | 13,91 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 5 201 | 205 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 60 025 | 4,65 | 2 370 | 15,95 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5 772 | 228 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 419 | 40,23 | 96 | 55,74 | ||||
| 2025-08-19 | 13F | Cim, Llc | 11 030 | 96,16 | 436 | 117,50 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 135 098 | 39,23 | 5 335 | 54,28 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 5 662 | 0,16 | 224 | 10,95 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 54 895 | 278,72 | 2 168 | 319,96 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 593 030 | 125,64 | 23 419 | 150,03 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 20 656 | 27,00 | 816 | 40,76 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 229 848 | 10,81 | 9 077 | 22,78 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5 734 | 226 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 29 260 | 1 158 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 19 353 624 | 11,52 | 764 275 | 23,57 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5 139 | 203 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 5 307 | 210 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 83 680 | 97,85 | 3 305 | 119,24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 219 475 | 6,49 | 8 667 | 18,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 993 | 237 | ||||||
| 2025-06-26 | NP | TAIAX - American Funds Tax-Aware Conservative Growth and Income Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23 815 272 | 1,04 | 832 106 | −3,94 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Challenger Wealth Management | 482 775 | 6,61 | 19 065 | 18,12 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 30 203 | 1 228 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 16 555 | 0,00 | 654 | 10,68 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 941 590 | 3,81 | 37 183 | 15,02 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 733 365 | −0,60 | 68 451 | 10,14 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 85 518 | −8,05 | 3 377 | 1,90 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 7 393 | −7,86 | 303 | 2,36 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 655 383 | 0,59 | 25 881 | 11,46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11 850 016 | 17,10 | 467 957 | 29,75 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 197 514 | 0,31 | 47 290 | 11,15 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 74 645 | 3,93 | 2 948 | 15,16 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 382 873 | 6,85 | 15 629 | 22,38 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 123 862 | 21,24 | 4 891 | 34,33 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 2 571 | 102 | ||||||
| 2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 68 164 | 10,32 | 2 692 | 22,21 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 669 544 | −2,84 | 26 440 | 8,82 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 253 286 | −26,86 | 10 002 | −18,78 | ||||
| 2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 560 | 0,00 | 22 | 15,79 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 126 191 | 38,85 | 4 983 | 53,84 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 630 009 | 57,11 | 24 879 | 74,09 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1 047 176 | 5,34 | 41 354 | 16,72 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 34 | 1 | ||||||
| 2025-05-14 | 13F | Colonial Trust Co / SC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 97 | 4 | ||||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 7 643 | 0,00 | 302 | 10,66 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 343 | 180,60 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 10 900 | 6,42 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 832 | 14,76 | 33 | 39,13 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 75 | 1,35 | 0 | |||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 365 335 | 22,11 | 14 427 | 35,31 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 614 337 | −2,19 | 24 260 | 8,38 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 292 642 | −4,86 | 11 556 | 5,42 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 26 908 | 21,46 | 1 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 2 605 | −65,34 | 93 | −65,28 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 5 162 | 204 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 75 782 | 7,07 | 2 993 | 18,64 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 48 436 | 645,74 | 1 913 | 727,71 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 25 883 | 6,16 | 1 022 | 17,74 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 861 670 | 3,42 | 34 027 | 14,59 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 190 069 | 6,64 | 7 506 | 18,15 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 1 033 003 | 24,68 | 40 793 | 38,15 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 89 010 | 48,93 | 3 515 | 64,98 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 21 885 | 47,70 | 864 | 81,51 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 465 | 10,98 | 18 | 28,57 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 113 000 | 5,44 | 43 952 | 16,83 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 287 535 | −1,12 | 11 355 | 9,55 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 37 354 | 0,01 | 1 475 | 10,82 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 7 093 | 0,01 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9 413 | 23,01 | 372 | 36,40 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 21 650 | 0,00 | 855 | 10,77 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 636 005 | 18,12 | 25 116 | 30,88 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 737 966 | 27,83 | 29 142 | 41,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 646 393 | 42,74 | 222 694 | 58,72 | ||||
| 2025-07-29 | 13F | Creekside Partners | 7 794 | 24,56 | 308 | 38,29 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 209 408 | 22,84 | 8 270 | 39,40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 165 017 | −0,01 | 6 517 | 10,80 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 300 | 12 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 351 | 211 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 774 | 0,00 | 31 | 14,81 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 299 302 | 24,64 | 11 819 | 38,10 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 5 153 | 203 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 66 130 | 69,00 | 2 611 | 87,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 126 439 | 61,45 | 4 993 | 78,90 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 32 107 | −9,56 | 1 268 | 0,16 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 211 779 | 2,61 | 8 | 14,29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 15 348 105 | 34,79 | 606 097 | 49,35 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 24 811 | 1 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 136 294 | −1,25 | 5 400 | 9,45 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 1 298 522 | 7,42 | 51 279 | 19,03 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 74 138 | 85,45 | 2 928 | 105,55 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 86 284 | 30,93 | 3 407 | 45,10 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 45 822 | 6,78 | 1 810 | 18,31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6 706 769 | 15,76 | 264 300 | 27,99 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 12 390 | 49,28 | 489 | 65,76 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 10 740 | 424 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 190 710 | 108,15 | 7 531 | 130,63 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 24 011 | 139,58 | 948 | 165,55 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 94 693 | 3 739 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 195 566 | 10,70 | 7 723 | 22,65 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 5 927 | −94,44 | 234 | −93,84 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 85 858 | −10,70 | 3 069 | −9,44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10 608 | 419 | ||||||
| 2025-04-21 | 13F | PUREfi Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 373 339 | −3,33 | 14 743 | 7,12 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 41 756 | −22,76 | 1 647 | −16,40 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 86 255 | 34,57 | 3 406 | 49,12 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 631 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 1 180 | 0 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 14 125 | 557 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 344 269 | 17,95 | 171 555 | 30,69 | ||||
| 2025-04-15 | 13F | Signet Financial Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 454 | −25,32 | 136 | −17,07 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 51 166 | 1,31 | 2 021 | 12,28 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 36 137 | 260,58 | 1 427 | 299,72 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 73 076 | 2,01 | 2 886 | 13,00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 52 573 | 2,29 | 2 076 | 13,38 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 38 578 | −20,20 | 1 523 | −11,61 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 34 956 | −75,61 | 1 380 | −72,98 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 149 492 | −19,57 | 5 903 | −10,87 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 916 258 | 21,68 | 36 183 | 34,83 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 228 000 | 9 004 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 11 620 | 54,32 | 459 | 70,90 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 138 271 | −4,43 | 5 460 | 5,90 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 1 968 586 | 2,43 | 77 739 | 13,50 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 627 232 | −0,78 | 24 769 | 9,93 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 072 946 | 5,90 | 42 401 | 17,35 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 39 868 | 15,23 | 1 598 | 29,52 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 23 718 | 9,21 | 937 | 20,93 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6 780 | −11,13 | 268 | −1,48 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 64 938 | −0,41 | 2 566 | 10,42 | ||||
| 2025-08-14 | 13F | Florida Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 392 614 | 6,11 | 15 504 | 17,58 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 26 494 | 9,43 | 1 065 | 23,43 | ||||
| 2025-08-07 | 13F | PFG Advisors | 307 246 | 128,09 | 12 133 | 152,77 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 501 329 | 30,10 | 19 797 | 44,16 | ||||
| 2025-07-18 | 13F | Vicus Capital | 9 837 | 36,02 | 388 | 50,97 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 522 | 26,83 | 60 | 42,86 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 489 545 | 5,86 | 19 332 | 17,86 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 660 349 | −33,41 | 65 567 | −26,22 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 8 250 | 9,16 | 326 | 20,82 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8 993 | 355 | ||||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 1 950 863 | −8,73 | 77 040 | 1,13 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 15 380 | 56,70 | 607 | 73,93 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 13 870 | −17,06 | 548 | −8,07 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 13 192 | 521 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 49 395 | 110,74 | 1 951 | 133,53 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 736 | 29 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 278 | 11 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 9 738 | 0,00 | 385 | 10,66 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 299 430 | 48,18 | 12 001 | 77,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 16 720 692 | 9,95 | 660 300 | 21,83 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 670 | 16,27 | 5 950 | 28,82 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 10 625 | 21,40 | 420 | 39,20 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2 151 | 85 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 749 909 | 13,92 | 29 614 | 26,22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4 500 964 | 12,46 | 178 | 24,65 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8 976 | 4,35 | 354 | 15,69 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 28 981 | 20,54 | 1 144 | 33,64 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Paces Ferry Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 17 559 | 3,10 | 693 | 14,36 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 24 333 | 12,91 | 961 | 25,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 881 | 23,60 | 311 | 37,00 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 5 966 | −1,58 | 236 | 8,80 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 16 440 | 0,53 | 586 | 1,56 | ||||
| 2025-07-07 | 13F | Trust Co | 824 | 0,00 | 33 | 10,34 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 31 604 | 1 248 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 195 159 | −0,46 | 7 707 | 10,29 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 12 632 | 3,32 | 499 | 14,48 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 69 566 | 2 747 | ||||||
| 2025-08-14 | 13F | Kmt Wealth Management, Llc | 6 187 | 0,00 | 244 | 10,91 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 29 096 | −50,77 | 1 150 | −45,44 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 658 288 | 6,03 | 23 461 | 7,17 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 57 517 | −0,39 | 2 271 | 10,40 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 113 | 0,00 | 44 | 10,26 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 13 330 | 66,62 | 526 | 84,56 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 236 410 | 16,33 | 9 336 | 28,90 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 8 340 | 0,00 | 329 | 10,77 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 101 343 | 5,70 | 4 002 | 17,12 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 475 869 | −0,54 | 18 792 | 10,20 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 199 446 | −58,60 | 8 | −58,82 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 414 150 | 204,48 | 16 633 | 243,14 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 172 718 | 1,32 | 46 311 | 12,26 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 281 682 | 110,47 | 11 124 | 132,50 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 005 | 4 790,24 | 79 | 7 800,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 5 269 | 208 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3 423 179 | 11,69 | 135 182 | 23,76 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 58 217 | 2 299 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 258 222 | 18,53 | 10 197 | 31,34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 194 888 | 10,07 | 8 041 | 30,77 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 39 991 | 2 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 285 215 | 5,03 | 11 711 | 22,66 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 89 969 | 256,51 | 3 553 | 295,11 | ||||
| 2025-08-04 | 13F | Balentine LLC | 131 411 | 0,00 | 5 189 | 10,81 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 900 | 0 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 26 993 | 23,32 | 1 066 | 36,54 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 861 124 | 34 006 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 287 498 | −50,30 | 11 353 | −44,93 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 340 960 | 0,14 | 13 464 | 10,95 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 690 263 | 49,46 | 67 | 65,00 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 8 869 | 18,52 | 350 | 31,58 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 60 551 | −30,65 | 2 391 | −23,14 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 9 050 | 0,00 | 357 | 10,87 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 82 984 | 21,83 | 3 288 | 35,05 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15 328 061 | 10,82 | 605 305 | 22,79 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10 930 | 62,67 | 432 | 80,33 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 11 244 | −0,26 | 445 | 10,70 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 53 608 | 22,83 | 2 117 | 36,08 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 18 685 | 738 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 191 | 8 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 176 540 | 6 972 | ||||||
| 2025-08-08 | 13F | Creative Planning | 33 817 | 12,46 | 1 335 | 24,65 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 12 553 | −1,45 | 496 | 9,27 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 22 233 | 5,75 | 878 | 17,09 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 110 113 | 4 |
