Grundläggande statistik
| Institutionella ägare | 815 total, 814 long only, 0 short only, 1 long/short - change of −4,90% MRQ |
| Genomsnittlig portföljallokering | 0.8460 % - change of −19,94% MRQ |
| Institutionella aktier (lång) | 251 966 230 (ex 13D/G) - change of −44,48MM shares −15,00% MRQ |
| Institutionellt värde (lång) | $ 12 903 624 USD ($1000) |
Institutionellt ägande och aktieägare
Pacer Funds Trust - Pacer US Cash Cows 100 ETF (US:COWZ) har 815 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 251,966,230 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Northwestern Mutual Wealth Management Co, Wells Fargo & Company/mn, UBS Group AG, Ameriprise Financial Inc, Advisor Group Holdings, Inc., and Commonwealth Equity Services, Llc .
Pacer Funds Trust - Pacer US Cash Cows 100 ETF (BATS:COWZ) 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 18, 2025 is 57,41 / share. Previously, on September 19, 2024, the share price was 57,90 / share. This represents a decline of 0,85% 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.
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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.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 4 693 | −22,02 | 259 | −21,58 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 683 | −99,86 | 38 | −99,86 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 332 647 | 0,60 | 18 | 0,00 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 242 610 | 51,42 | 13 368 | 52,37 | ||||
| 2025-07-18 | 13F | Vicus Capital | 19 459 | 7,97 | 1 072 | 8,72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 244 212 | 0,91 | 13 087 | 7,69 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 54 861 | 676,19 | 3 023 | 680,88 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 1 100 | 0,00 | 61 | −3,23 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 53 797 | −50,68 | 2 964 | −50,37 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 12 685 | 0,01 | 699 | 0,58 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 142 799 | 1,07 | 7 924 | 8,79 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 16 938 | 7,95 | 933 | 8,61 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 35 726 | 2,75 | 1 968 | 3,42 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 9 739 | −78,36 | 537 | −78,25 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 29 488 | −4,66 | 1 625 | −4,08 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 475 | 26 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 600 | −16,08 | 33 | −15,38 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 42 | −63,48 | 2 | −66,67 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 185 064 | −1,31 | 10 197 | −0,69 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 022 | 111 | ||||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 13 512 | 7,55 | 745 | 8,30 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 21 204 | −70,49 | 1 168 | −70,31 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 5 575 | −2,19 | 307 | −1,60 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 11 719 | 0,00 | 646 | 0,62 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 120 661 | 6 815 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 94 887 | −48,81 | 5 228 | −48,49 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 9 748 | 10,87 | 537 | 11,64 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 67 833 | −37,63 | 3 738 | −37,25 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 71 383 | −1,97 | 3 933 | −1,35 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 20 764 | 0,29 | 1 144 | 0,97 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 213 281 | 10,26 | 11 878 | 21,10 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 1 076 | 0,00 | 59 | 1,72 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 16 077 | 5,45 | 886 | 6,12 | ||||
| 2025-05-15 | 13F | Camarda Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 38 717 | −0,47 | 2 133 | 0,14 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6 502 | −36,07 | 358 | −35,61 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 5 322 | 9,37 | 293 | 10,15 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 616 | −38,03 | 309 | −37,70 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 276 958 | −6,94 | 15 260 | −6,36 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 143 | 8 | ||||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 63 465 | −15,23 | 3 497 | −14,71 | ||||
| 2025-07-17 | 13F | Cairn Investment Group, Inc. | 7 720 | 46,21 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 5 646 | −48,03 | 311 | −47,64 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 16 100 | −43,28 | 887 | −42,92 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 8 170 | 4,70 | 450 | 5,63 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 123 415 | 4,16 | 6 800 | 4,81 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 13 968 | −46,62 | 770 | −46,34 | ||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 102 024 | 1,60 | 5 622 | 2,24 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 151 166 | 1 003,16 | 8 329 | 1 010,53 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 554 424 | −1,33 | 30 549 | −0,72 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 5 318 | −88,59 | 293 | −88,52 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14 096 | −16,86 | 1 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 931 626 | −30,73 | 51 333 | −30,30 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 27 109 | −18,74 | 1 518 | −12,31 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 965 357 | 7,02 | 53 191 | 7,69 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 8 595 | −25,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 347 | 0,00 | 19 | 0,00 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 8 990 | −30,09 | 495 | −29,69 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 55 010 | 0,50 | 3 031 | 1,13 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 14 310 | −26,65 | 788 | −26,22 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 477 877 | −30,56 | 26 331 | −30,13 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 13 835 | −57,16 | 762 | −56,90 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 17 522 | 123,52 | 965 | 124,94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 651 038 | −1,52 | 35 872 | −0,91 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 27 185 | −17,77 | 1 498 | −17,29 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 419 457 | −8,29 | 23 122 | −7,68 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 303 496 | 9,58 | 16 723 | 10,26 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 36 656 | −4,49 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 5 455 | −1,80 | 301 | −1,32 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 377 | 5,46 | 131 | 5,69 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 5 728 | −98,06 | 316 | −98,05 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 8 779 | −2,78 | 484 | −2,23 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 427 | 0,00 | 24 | 0,00 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 3 190 | 1,46 | 176 | 1,74 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 66 181 | −25,88 | 3 647 | −25,42 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 19 066 | −30,18 | 1 051 | −29,77 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 3 777 | −76,49 | 208 | −76,34 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 339 237 | −16,53 | 18 693 | −16,01 | ||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 31 177 | −0,39 | 1 718 | 0,23 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 33 412 | −68,64 | 1 841 | −68,46 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 40 795 | 70,98 | 2 248 | 72,05 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 714 814 | −11,35 | 39 386 | −10,80 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 30 064 | −41,23 | 1 657 | −40,88 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 441 078 | 0,07 | 24 303 | 0,69 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4 068 254 | −9,30 | 224 | −8,57 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 267 790 | 0,32 | 14 755 | 0,95 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 157 448 | −21,03 | 8 675 | −20,54 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 23 434 | −1,81 | 1 293 | −1,15 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 4 681 | 4,63 | 258 | 4,90 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 10 482 | −16,04 | 578 | −15,52 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23 256 | −46,96 | 1 281 | −46,62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15 467 | −36,77 | 852 | −36,37 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 196 227 | 8,50 | 10 812 | 9,18 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 276 996 | −0,94 | 15 263 | −0,33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 493 230 | −5,96 | 84 562 | −2,74 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 41 460 | 1,13 | 2 284 | 1,78 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 76 898 | 0,87 | 4 237 | 1,51 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 126 505 | 56,23 | 6 970 | 57,19 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 5 637 | 1,09 | 311 | 1,64 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 14 104 | −2,68 | 777 | −2,02 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 32 788 | −4,12 | 1 807 | −3,53 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 51 590 | −39,20 | 2 843 | −38,83 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 12 754 | −12,46 | 703 | −11,92 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 264 326 | −29,13 | 14 564 | −28,69 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 6 681 | 0,24 | 368 | 1,10 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 146 525 | 8 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 4 425 | 244 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 7 360 | −7,40 | 406 | −6,90 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 15 916 | −0,03 | 877 | 0,57 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 4 355 | −24,50 | 240 | −24,13 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 56 392 | 2,52 | 3 107 | 3,15 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 224 405 | −27,49 | 12 365 | −27,04 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 20 223 | 1,76 | 1 114 | 2,39 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 27 270 | 28,35 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 17 058 | −76,09 | 940 | −75,96 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 398 761 | −40,38 | 21 972 | −40,01 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 17 881 | 14,18 | 985 | 14,94 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 46 849 | 2,62 | 2 581 | 3,24 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 0 | 0 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 23 087 | 3,96 | 1 272 | 4,61 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 19 723 | −27,71 | 1 087 | −27,26 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 4 630 | 0,00 | 255 | 0,79 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 11 546 | −25,66 | 636 | −21,09 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 633 | 0,00 | 35 | 0,00 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 13 976 | −42,23 | 770 | −41,84 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 346 859 | −45,57 | 19 112 | −45,23 | ||||
| 2025-08-12 | 13F | Bokf, Na | 5 212 | −3,30 | 287 | −2,71 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 175 876 | 10,32 | 9 691 | 11,01 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 38 570 | −14,91 | 2 125 | −14,38 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 5 373 | 0,00 | 296 | 0,68 | ||||
| 2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5 589 | 308 | ||||||
| 2025-07-10 | 13F | Trust Point Inc. | 6 284 | 0,00 | 346 | 0,58 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 160 496 | 2,05 | 8 843 | 2,68 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 032 | −45,98 | 332 | −37,24 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 121 812 | −0,61 | 6 712 | 0,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 190 704 | −2,40 | 10 508 | −1,79 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 7 770 | 0,00 | 428 | 0,71 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 15 049 | −1,38 | 829 | −0,72 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 12 719 | 0,00 | 701 | 0,57 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 17 437 | 10,56 | 961 | 11,24 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 62 675 | −29,52 | 3 552 | −20,47 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 69 713 | 1,15 | 3 841 | 1,78 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 2 539 074 | 47 952,12 | 4 988 | 1 625,61 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 187 458 | −0,31 | 10 329 | 0,31 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 23 761 | 0,30 | 1 309 | 0,93 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 28 553 | 9,87 | 1 573 | 10,54 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 141 | 0,00 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 131 538 | −49,55 | 7 248 | −49,24 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 58 | 0,00 | 3 | 0,00 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 384 139 | 5,49 | 21 166 | 6,15 | ||||
| 2025-05-28 | NP | LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares | 107 979 | 0,00 | 5 913 | −3,05 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 10 302 | 0,00 | 568 | 0,53 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 11 650 | 0,00 | 638 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 761 807 | −32,66 | 41 976 | −32,24 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 56 860 | −3,13 | 3 133 | −2,55 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11 634 | 5,68 | 641 | 6,48 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 16 208 | −22,39 | 893 | −21,87 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 61 525 | −5,65 | 3 390 | −5,04 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2 255 | 11,08 | 124 | 11,71 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 15 141 | −27,89 | 834 | −27,42 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 5 523 | −6,78 | 304 | −6,17 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 557 | 0,00 | 31 | 0,00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 15 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2 734 | −8,26 | 151 | −7,98 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 392 627 | 1,98 | 22 223 | 15,67 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 7 316 | 1,98 | 403 | 2,81 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 9 025 | −16,05 | 497 | −15,48 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 14 004 | 0,48 | 772 | 1,05 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 76 801 | −0,67 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 6 895 | −3,04 | 380 | −2,57 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 300 | 17 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 105 | 60,00 | ||||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 20 674 | 1,21 | 1 139 | 1,88 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 44 631 | −60,94 | 2 459 | −60,69 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 23 986 | −2,42 | 1 322 | −1,86 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 382 954 | 2,58 | 21 101 | 3,21 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 83 743 | −0,35 | 4 614 | 0,28 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 116 005 | 2,46 | 6 392 | 3,08 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 52 988 | −24,67 | 2 920 | −24,22 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 15 647 | 8,31 | 862 | 8,98 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 18 558 | −1,76 | 1 023 | −1,16 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 69 103 | 6,32 | 3 808 | 7,00 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 31 911 | −13,32 | 1 758 | −12,80 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 338 338 | −3,09 | 18 655 | −2,48 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 816 | 100 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 458 | −16,27 | 25 | −13,79 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 12 375 | 6,22 | 682 | 6,91 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 23 281 | −56,12 | 1 283 | −55,87 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 31 663 | −80,68 | 1 745 | −80,56 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 752 | 0,29 | 97 | 1,05 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 65 258 | −3,12 | 3 596 | −2,52 | ||||
| 2025-08-08 | 13F | Creative Planning | 28 118 | −25,92 | 1 549 | −25,46 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 215 438 | −5,74 | 11 871 | −5,16 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 14 651 | 1,92 | 807 | 2,54 | ||||
| 2025-05-14 | 13F | Prosperitas Financial LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 39 385 | −4,65 | 2 170 | −4,02 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 31 678 | −9,66 | 1 745 | −9,11 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 65 617 | −21,35 | 3 615 | −20,86 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 3 531 | −7,76 | 195 | −7,18 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 97 851 | 8,06 | 5 392 | 8,73 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 356 450 | −5,92 | 19 640 | −5,34 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 9 974 | 0,48 | 550 | 1,10 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 70 679 | −52,84 | 4 | −62,50 | ||||
| 2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 5 259 | −11,36 | 290 | −10,80 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 282 383 | −36,67 | 180 858 | −36,28 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 22 208 | −22,41 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 40 734 | −1,43 | 2 244 | −0,80 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 642 797 | 14,79 | 90 420 | 16,26 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 621 048 | 6,84 | 34 220 | 7,51 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 74 201 | 17,49 | 4 088 | 14,64 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 780 658 | 1,29 | 43 | 2,38 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 14 649 | −16,61 | 807 | −16,02 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12 495 | −9,85 | 688 | −9,23 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4 958 | −18,21 | 273 | −17,52 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 157 124 | −28,51 | 8 658 | −30,26 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 25 651 | 37,18 | 1 413 | 34,83 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 5 915 | 326 | ||||||
| 2025-04-30 | 13F | Correct Capital Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 527 287 | 104,59 | 29 053 | 105,86 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 3 848 | 0,00 | 212 | 0,95 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 209 534 | 3,94 | 11 545 | 4,59 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 495 264 | 0,01 | 27 289 | 0,63 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 149 619 | 3,92 | 8 244 | 4,58 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 4 660 | 5,67 | 257 | 6,22 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 13 090 | 90,12 | 721 | 91,25 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 27 499 | −8,05 | 1 515 | −7,45 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3 676 | 210 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 73 481 | 1,92 | 4 024 | −3,87 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 5 532 | −13,97 | 305 | −13,64 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 585 | −25,69 | 87 | −25,00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 650 | 0,00 | 36 | −5,41 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 560 | 0,00 | 31 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 892 | −8,63 | 159 | −8,09 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 161 560 | −14,57 | 64 002 | −14,04 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 4 980 | −59,57 | 274 | −59,35 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 31 518 | 3,20 | 1 737 | 3,83 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 49 366 | −55,14 | 2 720 | −54,85 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 6 896 | 0,00 | 380 | 0,53 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 5 345 | 0,00 | 295 | 0,68 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 44 187 | 3,19 | 2 435 | 3,84 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5 348 | 295 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 24 571 | 7,70 | 1 354 | 8,33 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 211 173 | −10,45 | 11 636 | −9,90 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 773 | −16,03 | 263 | −15,76 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 46 800 | 6,17 | 2 579 | 6,84 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 30 | 0,00 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 68 884 | −37,13 | 3 901 | −26,88 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 11 659 | −13,65 | 642 | −13,13 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 6 106 | −63,52 | 336 | −63,32 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 145 364 | −2,37 | 8 | −99,90 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 5 133 | −96,44 | 283 | −96,43 | ||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 18 228 | −89,59 | 1 004 | −89,52 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 90 696 | −19,46 | 5 088 | −17,48 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 52 912 | −3,03 | 2 915 | −2,44 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 9 103 | 1,51 | 502 | 2,04 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 8 513 | −0,94 | 469 | −0,21 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 30 903 | −92,17 | 1 703 | −92,12 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 107 672 | −44,85 | 226 333 | −44,51 | ||||
| 2025-08-05 | 13F | Prospect Financial Services LLC | 8 477 | 0,00 | 464 | 0,00 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 11 800 | −4,65 | 650 | −3,99 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 312 | 0,23 | 72 | 1,41 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 4 184 | −94,69 | 1 997 | −53,71 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 9 534 | 0,21 | 525 | 11,94 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10 412 | −13,15 | 1 | |||||
| 2025-05-12 | 13F/A | Smart Money Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 546 | −9,96 | 85 | −9,57 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 13 977 | −1,66 | 770 | −1,03 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8 915 | 1,10 | 491 | −1,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 036 139 | −13,82 | 57 | −12,31 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 142 021 | −2,08 | 8 153 | 7,79 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 11 391 | 20,21 | 628 | 21,04 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 134 788 | −76,81 | 7 427 | −76,67 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15 136 | 22,85 | 834 | 23,96 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 103 401 | 2,92 | 5 697 | 3,56 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 356 | 20 | ||||||
| 2025-08-13 | 13F | Brentview Investment Management LLC | 500 | 0,00 | 28 | 0,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 33 645 | 10,32 | 1 854 | 10,96 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 57 508 | −7,38 | 3 169 | −6,80 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 50 658 | 25,68 | 2 791 | 26,46 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 25 697 | −76,11 | 1 416 | −75,98 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 12 847 | −25,36 | 708 | −24,95 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1 874 | 0,00 | 103 | 0,98 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 102 596 | 6,77 | 5 653 | 7,45 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 6 316 | −17,70 | 348 | −17,14 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 6 250 | −22,36 | 344 | −21,82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 152 929 | 2,07 | 8 426 | 2,71 | ||||
| 2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 39 309 | 0,00 | 2 195 | 2,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 133 247 | 5,57 | 7 342 | 6,22 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 4 641 | −19,12 | 256 | −18,79 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 38 268 | −5,23 | 2 109 | −4,66 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 18 627 | −85,30 | 1 035 | −85,08 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 117 881 | −25,61 | 6 680 | −17,61 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 28 090 | −6,89 | 1 581 | −4,30 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 35 300 | −4,21 | 1 945 | −3,57 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 35 416 | −64,28 | 1 951 | −64,07 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 28 942 | −3,03 | 1 595 | −2,45 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 17 846 | 21,06 | 977 | 16,87 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 5 589 | 308 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 168 037 | 113,48 | 9 259 | 114,80 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 158 839 | −30,23 | 8 752 | −29,80 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 9 733 | −1,44 | 536 | −3,77 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 155 981 | 0,59 | 8 595 | 1,21 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 85 763 | −8,37 | 4 726 | −2,36 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 80 327 | −3,45 | 4 426 | 2,43 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 5 072 | −1,42 | 279 | −0,71 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 7 774 | −24,79 | 428 | −24,25 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4 641 | −9,09 | 260 | 1,17 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 25 820 | −19,00 | 1 450 | −16,43 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 241 410 | 11,52 | 13 302 | 12,21 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 6 829 | 4,76 | 376 | 5,62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 60 748 | 51,90 | 3 347 | 52,90 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 685 | 93 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 668 830 | 37 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 4 943 | −52,25 | 0 | |||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 7 481 | −94,73 | 412 | −94,70 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 140 875 | −0,83 | 7 762 | −0,21 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 4 054 | 223 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 39 010 | 0,91 | 2 149 | 1,56 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 586 | −36,44 | 32 | −36,00 | ||||
| 2025-05-29 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 46 609 | −17,67 | 2 552 | −20,18 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 195 244 | −3,16 | 10 758 | −2,56 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 6 220 | −83,48 | 343 | −83,41 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 60 342 | 139,73 | 3 408 | 134,23 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 3 742 | −94,80 | 210 | −94,36 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 23 898 | −10,20 | 1 317 | −9,68 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 8 953 | 0,29 | 493 | 8,11 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 3 965 | −9,31 | 218 | −8,79 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 27 138 | −0,06 | 1 495 | 0,61 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 38 368 | −15,38 | 2 133 | −14,14 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 65 047 | 30,01 | 3 562 | 26,09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 50 714 634 | −14,22 | 2 794 376 | −13,69 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 17 527 | −15,33 | 966 | −14,83 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 702 103 | 0,11 | 93 786 | 0,73 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 402 | −36,19 | 22 | −35,29 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 71 465 | −22,13 | 3 938 | −21,65 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3 818 | −58,76 | 209 | −58,53 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 350 | 0,00 | 19 | 0,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 5 208 | −29,29 | 287 | −29,03 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 15 132 | 834 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7 952 | −2,18 | 438 | −1,57 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 7 258 | −5,72 | 400 | −5,23 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 19 349 | −37,49 | 1 066 | −37,11 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 201 721 | 57,75 | 11 115 | 58,73 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 578 | −19,46 | 142 | −18,86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5 116 878 | −8,64 | 282 | −8,17 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 841 | 101 | ||||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 144 868 | 10,52 | 8 039 | 11,98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8 894 879 | −22,19 | 490 108 | −21,71 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 423 227 | −11,47 | 23 320 | −10,92 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 31 156 | −10,51 | 1 717 | −9,97 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 22 154 | −77,10 | 1 221 | −76,97 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 11 409 | −96,96 | 629 | −96,95 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 11 997 | 2,22 | 1 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 9 200 | 507 | |||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 97 438 | 3,05 | 5 369 | 3,69 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 20 274 | 4,31 | 1 117 | 4,98 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 85 362 | −0,09 | 4 703 | 0,53 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 31 655 | −15,82 | 1 744 | −15,30 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 9 737 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 76 939 | 17,12 | 4 239 | 17,85 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 263 515 | 12,17 | 14 520 | 12,87 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 661 120 | −28,50 | 36 203 | −30,68 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5 049 | −20,20 | 278 | −19,65 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 19 805 303 | −21,74 | 1 091 272 | −21,26 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 3 874 | −31,15 | 213 | −30,84 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 19 942 | −27,30 | 1 099 | −26,90 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15 725 | 866 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 500 | 0,00 | 28 | 0,00 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 11 457 | 3,34 | 631 | 3,95 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 732 | 40 | ||||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 25 739 | 0,91 | 1 418 | 1,58 | ||||
| 2025-04-28 | 13F | Castle Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | MFA Wealth Services | 27 177 | −21,36 | 1 497 | −20,88 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 22 363 | 136,97 | 1 232 | 131,58 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 30 272 | 202,30 | 1 668 | 204,20 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 91 852 | 0,94 | 5 030 | −2,14 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 295 | 0,00 | 16 | 0,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 200 | −83,33 | 11 | −83,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 215 649 | 10,74 | 11 882 | 11,43 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 17 322 | −24,71 | 954 | −24,23 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17 894 | 7,85 | 986 | 8,48 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 635 | 83,73 | 311 | 84,52 | ||||
| 2025-07-30 | 13F | Pacific Wealth Management | 169 710 | 0,88 | 9 351 | 1,51 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 193 583 | 3,82 | 10 666 | 4,47 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 570 | −88,71 | 86 | −88,83 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 17 456 | −0,65 | 962 | −0,10 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1 568 | 0,00 | 86 | 1,18 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3 668 | −21,94 | 202 | −21,40 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 11 613 | −5,99 | 640 | −5,47 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 294 | 298,15 | 73 | 329,41 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 9 397 | −27,01 | 518 | −26,67 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 5 717 | −0,44 | 315 | 0,32 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 8 838 | 9,48 | 487 | 9,95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 369 441 | 270,63 | 20 356 | 272,96 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 15 291 | 4,46 | 843 | 5,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 6 800 | −52,45 | 375 | −52,23 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 25 700 | 261,97 | 1 416 | 264,95 | |||
| 2025-05-28 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 40 774 | −5,12 | 2 233 | −8,03 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 184 277 | −3,90 | 10 154 | −3,30 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 42 272 | 11,67 | 2 329 | 12,40 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 72 412 | −9,81 | 3 990 | −9,26 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 11 590 362 | −10,49 | 638 629 | −9,94 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 995 264 | 6,91 | 55 834 | 9,24 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 146 999 | −5,52 | 8 100 | −4,93 | ||||
| 2025-04-15 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 176 | 0,00 | 10 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 494 467 | 15,04 | 27 245 | 15,75 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 221 | −92,42 | 12 | −92,45 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 926 | 0,00 | 51 | 2,00 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3 250 | 0,00 | 179 | 1,13 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 109 576 | −36,21 | 6 038 | −35,82 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 75 447 | −27,43 | 4 157 | −26,97 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 200 | 0,00 | 11 | 10,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 162 687 | 103,31 | 8 964 | 104,61 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 714 | 66,43 | 39 | 69,57 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 49 129 | 0,26 | 2 707 | 0,86 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 19 478 | 0,48 | 1 073 | 1,13 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 8 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 10 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 288 909 | −13,74 | 15 919 | −13,21 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 48 835 | 13,52 | 2 691 | 14,23 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 124 293 | −58,13 | 6 849 | −57,87 | ||||
| 2025-05-28 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 3 508 | −14,02 | 192 | −16,52 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 52 033 | −7,50 | 2 867 | −6,92 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 100 496 | 4,95 | 5 537 | 5,61 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 37 959 | −2,41 | 2 092 | −1,83 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 9 300 | −19,88 | 512 | −19,37 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 902 | 50 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 482 920 | 19,35 | 26 609 | 20,09 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 328 | −28,11 | 459 | −27,76 | ||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 4 023 | 0,00 | 222 | 0,45 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 50 860 | −20,85 | 2 802 | −20,35 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 10 948 | 603 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 4 401 | −66,76 | 243 | −66,62 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1 077 | −6,59 | 59 | −6,35 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12 032 | −1,15 | 663 | −0,60 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10 501 | −36,47 | 579 | −36,13 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 14 368 | −19,53 | 792 | −19,04 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 4 392 | −86,24 | 242 | −86,20 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 43 534 | 71,78 | 2 399 | 72,89 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 53 775 | −1,87 | 2 963 | −1,27 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 6 540 | 360 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 105 890 | 5,89 | 5 835 | 6,54 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 413 665 | −4,19 | 22 793 | −3,60 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 3 667 | −8,74 | 202 | −8,18 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 44 406 | 304,21 | 2 447 | 306,99 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 578 | 24,00 | 142 | 20,34 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 7 924 | −1,06 | 437 | −0,46 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 35 665 | −32,08 | 1 965 | −31,65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Ted Buchan & Co | 175 162 | 2,11 | 9 651 | 2,75 | ||||
| 2025-05-28 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 193 911 | 1,19 | 10 619 | −1,89 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 25 357 | 7,86 | 1 397 | 8,55 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4 239 | 3,44 | 234 | 4,02 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 396 062 | −24,96 | 22 | −25,00 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 172 207 | −6,00 | 9 489 | −5,41 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 60 046 | 17,04 | 3 309 | 17,76 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 165 165 | 9 101 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 66 315 | 11,34 | 3 654 | 5,55 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 536 889 | −0,33 | 29 583 | 0,29 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 12 817 | −97,17 | 706 | −97,15 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1 313 | 0,00 | 72 | 1,41 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13 734 | 68,89 | 757 | 69,89 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 17 948 | 2,20 | 989 | 2,81 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 673 134 | −13,86 | 37 090 | −13,33 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 62 996 | −44,75 | 3 473 | −43,85 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 10 008 | −49,23 | 551 | −48,93 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 221 377 | 4,74 | 12 198 | 5,39 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 58 922 | 19,58 | 3 247 | 20,31 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 9 862 | 23,44 | 543 | 24,26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 182 | −48,60 | 120 | −48,28 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 96 751 | −7,38 | 5 386 | −0,57 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2 280 | −48,46 | 126 | −49,80 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 398 731 | 1,02 | 21 987 | 2,66 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 18 373 | 1 033 | ||||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 22 080 | −4,83 | 1 217 | −4,25 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 431 492 | −14,89 | 23 775 | −14,36 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 77 683 | −4,42 | 4 016 | −12,85 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5 915 | 4,84 | 326 | 5,52 | ||||
| 2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 184 611 | 10,63 | 10 172 | 11,32 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 3 644 | −0,41 | 201 | 0,00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 13 759 | 0,17 | 758 | 0,80 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7 951 | 12,48 | 439 | 13,44 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-10 | 13F | WT Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7 042 | 52,52 | 402 | 74,35 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 47 110 | −7,17 | 2 596 | −6,59 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 303 576 | −5,78 | 16 727 | −5,19 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 219 799 | −5,83 | 12 111 | −5,25 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 13 451 | −0,66 | 741 | 0,41 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 27 219 | −1,93 | 1 500 | −1,32 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 10 188 | 0,00 | 561 | 0,72 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6 695 | −37,07 | 369 | −36,77 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 95 661 | −31,03 | 5 271 | −30,60 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 10 106 | 8,78 | 557 | 9,45 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 13 741 | −58,41 | 757 | −58,15 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 823 | −1,83 | 100 | −0,99 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 120 515 | 1,36 | 6 640 | 2,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 123 797 | 15,90 | 6 821 | 16,62 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 615 | 0,00 | 34 | 0,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 165 075 | −24,11 | 9 096 | −23,64 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 42 487 | −2,25 | 2 341 | −1,64 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 101 | 39,65 | 446 | 40,69 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 46 435 | −4,26 | 2 559 | −3,65 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 97 276 | 10,87 | 5 360 | 11,55 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 614 127 | −1,28 | 88 938 | −0,66 | ||||
| 2025-04-25 | 13F | Spinnaker Trust | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 22 739 | 1 253 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 21 569 753 | 1,60 | 1 188 493 | 2,23 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 18 606 | −3,83 | 1 025 | −3,21 | ||||
| 2025-05-14 | 13F | KilterHowling LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 354 456 | 88,03 | 19 531 | 89,21 | ||||
| 2025-04-15 | 13F | Trust Co Of Oklahoma | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 165 | 0,00 | 64 | 1,59 | ||||
| 2025-05-29 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 146 000 | −1,74 | 7 995 | −4,74 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 529 833 | 4,36 | 29 194 | 5,01 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 120 421 | −13,48 | 6 635 | −13,86 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 527 | 1 217,50 | 29 | 1 350,00 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 55 863 | −7,59 | 3 078 | −7,01 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 40 719 | 8,41 | 2 244 | 9,90 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 44 001 | −13,89 | 2 424 | −13,37 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 9 977 | 19,14 | 546 | 19,74 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 4 862 | −28,99 | 268 | −28,61 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 808 228 | −7,48 | 44 533 | −6,91 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 368 208 | 1,29 | 20 288 | 1,92 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 8 195 | −78,23 | 452 | −78,12 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 1 736 | 0,00 | 96 | 0,00 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 31 718 | −46,58 | 1 748 | −46,26 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 129 | 0,00 | 7 | 0,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 13 105 | −21,15 | 722 | −20,66 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4 111 | −86,27 | 231 | −85,91 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 61 171 | 18,51 | 3 371 | 19,25 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 39 500 | −4,87 | 2 176 | −4,27 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 124 857 | 7 067 | ||||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 165 165 | 3,89 | 9 101 | 4,54 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 827 665 | 0,68 | 45 604 | 1,31 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4 211 | −57,59 | 232 | −57,27 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 36 420 | −10,41 | 2 007 | −9,88 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 577 535 | −11,84 | 31 822 | −11,30 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 587 606 | 4,68 | 32 377 | 5,34 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 8 463 | 3,36 | 466 | 4,02 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 88 914 | −11,97 | 4 931 | −5,28 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 453 245 | −4,17 | 24 974 | −3,57 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F/A | Integrated Investment Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 253 | 0,00 | 14 | 0,00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 239 480 | −32,76 | 13 195 | −32,34 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 363 | 0,00 | 20 | 5,26 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 32 283 | 228,61 | 2 | |||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 231 085 | 3,54 | 12 733 | 4,18 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7 211 | −5,11 | 397 | −4,57 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 175 | 10 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 340 | 0,00 | 19 | 5,56 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 159 926 | 11,83 | 8 812 | 12,53 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 32 701 | −60,22 | 1 802 | −60,00 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 287 009 | −8,25 | 15 814 | −7,68 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21 200 | −90,03 | 1 168 | −89,89 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 130 367 | −0,40 | 7 183 | 0,22 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 76 006 | 0,89 | 4 188 | 1,50 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 54 947 | 70,19 | 3 028 | 71,31 | ||||
| 2025-07-25 | 13F | Defender Capital, LLC. | 19 500 | 11,43 | 1 074 | 12,23 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 7 396 | 64,54 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 18 105 | −32,80 | 998 | −32,41 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 8 687 | −8,56 | 492 | 4,69 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 94 830 | −47,06 | 5 225 | −46,73 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 150 | −98,95 | 8 | −98,98 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 473 783 | −2,49 | 26 105 | −1,88 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 3 634 | −5,22 | 200 | −4,31 | ||||
| 2025-08-14 | 13F | Betterment LLC | 51 381 | −2,94 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7 885 | −68,32 | 434 | −68,14 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 44 995 | −16,88 | 2 479 | −16,36 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 213 053 | 7,98 | 11 739 | 8,65 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10 347 | 575 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 34 867 | −28,44 | 1 921 | −28,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 358 | −4,73 | 130 | −4,44 | ||||
| 2025-05-12 | 13F | Quantinno Capital Management LP | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 34 203 | −11,59 | 1 885 | −11,05 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 10 755 | −2,79 | 593 | −2,15 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 359 | 0,00 | 20 | 0,00 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 2 086 | 1 290,67 | 115 | 1 325,00 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 74 167 | −0,56 | 4 087 | 0,05 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5 453 | −13,09 | 300 | −12,54 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 435 185 | −56,74 | 24 020 | −56,40 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 39 566 | 3,92 | 2 180 | 4,61 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8 055 | −5,52 | 444 | −4,93 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7 815 | 0,30 | 431 | 0,94 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 7 703 | 424 | ||||||
| 2025-04-11 | 13F | Affinity Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4 266 | 235 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 30 571 | 6,22 | 1 684 | 6,85 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 232 484 | 2,40 | 12 810 | 3,03 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 3 650 | 201 | ||||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 17 004 | −26,45 | 937 | −26,01 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 973 603 | −12,61 | 53 646 | −12,07 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12 518 003 | −16,93 | 689 742 | −16,42 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 67 210 | 15,64 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 105 647 | −19,89 | 5 821 | −19,39 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 124 783 | −45,90 | 6 876 | −45,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 203 671 | −13,49 | 341 822 | −12,95 | ||||
| 2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 52 212 | −9,97 | 2 877 | −9,42 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 77 492 | −43,95 | 4 270 | −43,61 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 136 940 | −35,55 | 7 545 | −35,15 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 121 091 | −49,87 | 6 672 | −49,55 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 11 717 | −79,71 | 646 | −79,60 | ||||
| 2025-07-24 | 13F | Eastern Bank | 189 | 10 | ||||||
| 2025-07-29 | 13F | Socha Financial Group, LLC | 9 659 | −53,81 | 532 | −53,54 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 78 933 | −12,59 | 4 349 | −12,03 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5 531 131 | −27,34 | 304 773 | −26,88 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 410 | 0,00 | 23 | 0,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 168 638 | −14,25 | 9 | −10,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 3 662 | −23,58 | 202 | −23,28 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 221 707 | 1,82 | 12 338 | 3,47 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 48 870 | −7,41 | 2 693 | −6,85 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 285 | 0,79 | 126 | 0,81 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 258 125 | 0,76 | 14 223 | 1,38 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 10 198 | 0,88 | 562 | 1,45 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 30 341 | 1 680 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 222 503 | 9,56 | 12 260 | 10,24 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 81 510 | 0,03 | 4 488 | 0,58 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 21 967 | −12,48 | 1 210 | −11,94 | ||||
| 2025-05-07 | 13F | TCTC Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 13 343 | −2,66 | 735 | −2,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 236 869 | 250,44 | 13 051 | 252,63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 87 561 | 0,66 | 4 825 | 1,28 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 22 247 | −18,72 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 798 340 | −11,30 | 43 989 | −10,75 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 161 039 | 6,81 | 8 873 | 7,49 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 7 610 | −5,02 | 419 | −4,34 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1 522 | −11,61 | 84 | −11,70 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 114 231 | 8,35 | 6 294 | 9,02 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 283 443 | 10,35 | 15 618 | 11,03 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 3 837 | 211 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1 676 | 0,30 | 92 | 1,10 | ||||
| 2025-08-14 | 13F | Comerica Bank | 109 594 | −16,38 | 6 039 | −15,87 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 6 386 | 0,17 | 352 | 0,57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 468 248 | 35,48 | 25 801 | 36,33 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 30 279 | 182,35 | 1 668 | 184,16 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 185 123 | −4,89 | 10 200 | −4,31 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 200 | 0,00 | 11 | 10,00 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 7 615 | 13,57 | 434 | 18,26 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 8 026 | 16,54 | 460 | 33,04 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 592 233 | 0,25 | 87 732 | 0,87 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 21 478 | −0,33 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 163 121 | 5,05 | 8 988 | 5,70 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 9 819 | −8,27 | 541 | −7,68 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 9 011 | 15,01 | 497 | 15,62 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 4 347 | 240 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 8 822 | −8,92 | 486 | −8,30 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 4 174 | 6,81 | 230 | 7,51 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 4 100 | 225 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 113 561 | 0,75 | 6 488 | 14,23 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 18 348 | 2,90 | 1 011 | 0,30 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 5 949 | 0,63 | 328 | 1,24 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 2 845 | 31,84 | 157 | 32,20 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 183 077 | −3,02 | 10 088 | −2,42 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 9 175 | 0,00 | 506 | 0,60 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 64 506 | −1,60 | 3 554 | −0,98 |
Other Listings
| PE:COWZ |
