Grundläggande statistik
| Institutionella ägare | 333 total, 333 long only, 0 short only, 0 long/short - change of 6,71% MRQ |
| Genomsnittlig portföljallokering | 0.2238 % - change of 7,67% MRQ |
| Institutionella aktier (lång) | 44 543 669 (ex 13D/G) - change of 0,43MM shares 0,97% MRQ |
| Institutionellt värde (lång) | $ 1 927 329 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund (US:DEM) har 333 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 44,543,669 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, LPL Financial LLC, Ameriprise Financial Inc, Creative Planning, UBS Group AG, Envestnet Asset Management Inc, Kestra Investment Management, LLC, and Commonwealth Equity Services, Llc .
WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund (ARCA:DEM) 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 46,91 / share. Previously, on September 11, 2024, the share price was 42,29 / share. This represents an increase of 10,92% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | National Asset Management, Inc. | 8 016 | 0,06 | 363 | 12,04 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 187 | 54 | ||||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 241 854 | 10,71 | 10 954 | 19,16 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 6 775 | 0,00 | 285 | 4,01 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 4 739 | 215 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4 741 | 215 | ||||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 285 552 | −0,36 | 12 933 | 7,25 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 226 | 100,00 | 10 | 150,00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 3 147 | 143 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 6 686 | 303 | ||||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 2 000 | 0,00 | 91 | 8,43 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 13 940 | 2,56 | 631 | 10,51 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 22 463 | −8,72 | 1 017 | −1,74 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 60 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 11 042 | 0,00 | 500 | 7,76 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 255 213 | 52,49 | 11 559 | 64,13 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 83 | 4 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 6 775 | 307 | ||||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 10 699 | 0,00 | 485 | 7,56 | ||||
| 2025-05-14 | 13F | Entrewealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 580 | 172,30 | 26 | 225,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 10 414 | 4,45 | 472 | 12,41 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 34 647 | −0,60 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 6 600 | 0,00 | 299 | 7,58 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 777 | 0,00 | 80 | 8,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16 464 | 746 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 56 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 261 | 0,00 | 12 | 10,00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 867 | 0,00 | 39 | 8,33 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 69 237 | −4,17 | 3 136 | 3,13 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27 154 | 2,83 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14 172 | 31,86 | 642 | 41,81 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 134 | 185,11 | 6 | 150,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 601 | 27 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 271 359 | 0,29 | 12 290 | 7,95 | ||||
| 2025-05-15 | 13F | Federation des caisses Desjardins du Quebec | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 7 968 | −14,01 | 361 | −7,46 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 165 | −4,90 | 53 | 1,96 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 500 | 0,00 | 68 | 8,06 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 4 803 | −1,90 | 218 | 5,34 | ||||
| 2025-04-22 | 13F | Wolff Wiese Magana Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 48 355 | 97,67 | 2 190 | 112,73 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24 318 | 29,39 | 1 101 | 39,37 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8 523 | 0,00 | 390 | 8,94 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 143 | 6 | ||||||
| 2025-04-23 | 13F | Williams Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 31 697 | −1,73 | 1 436 | 5,75 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 36 554 | 0,00 | 1 656 | 7,61 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 95 822 | 33,12 | 4 340 | 43,30 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9 337 | 24,11 | 423 | 33,54 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 15 902 | −16,15 | 720 | −9,77 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 9 368 | 4,80 | 424 | 12,50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5 580 798 | −1,40 | 252 754 | 6,12 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 35 212 | −12,03 | 1 595 | −5,34 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 10 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 662 | 11,77 | 75 | 20,97 | ||||
| 2025-05-14 | 13F | Green Harvest Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 5 312 | −6,71 | 241 | 0,42 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 117 624 | 30,11 | 5 327 | 40,04 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 8 176 | −1,21 | 370 | 6,32 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 619 107 | 4,39 | 28 039 | 12,35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12 045 | 11,30 | 544 | 19,34 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 8 067 | 365 | ||||||
| 2025-07-14 | 13F | Bank & Trust Co | 232 | 0,00 | 11 | 11,11 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 250 | 0,00 | 57 | 7,69 | ||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 322 | 92,81 | 15 | 100,00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 10 680 | 60,75 | 484 | 73,12 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 997 | −0,99 | 136 | 6,30 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 38 802 | 14,29 | 1 757 | 23,04 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 25 331 | −23,66 | 1 147 | −17,84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 117 162 | −0,41 | 5 306 | 7,19 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 109 604 | 6,06 | 4 964 | 14,14 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-29 | NP | DGS - WisdomTree Emerging Markets SmallCap Dividend Fund N/A | 15 554 | −90,32 | 704 | −90,04 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 148 010 | 18,80 | 6 703 | 27,87 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 459 | 157 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 33 237 | 1,31 | 2 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 113 208 | 78,22 | 4 990 | 86,57 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12 907 | −3,15 | 585 | 4,29 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14 274 | 12,37 | 646 | 20,97 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26 584 | −0,75 | 1 204 | 6,74 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 513 | 11,79 | 114 | 20,21 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | BancorpSouth Bank | 13 372 | −0,41 | 606 | 7,08 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 989 | 50,59 | 181 | 62,16 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 6 295 | −4,01 | 0 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 5 246 | 0,00 | 238 | 7,73 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 317 | 0,00 | 14 | 7,69 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 600 | 27 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 15 500 | −24,59 | 702 | −18,87 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 7 205 | 5,26 | 326 | 13,19 | ||||
| 2025-04-30 | 13F | Narus Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 5 086 | −3,42 | 230 | 4,07 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 1 243 | 157,88 | 56 | 180,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9 290 | 0,03 | 421 | 7,69 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 588 | 66,43 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 486 | 371,84 | 22 | 450,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | GINX - SGI Enhanced Global Income ETF | 64 703 | −7,37 | 2 831 | −1,70 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1 600 | 0,00 | 72 | 7,46 | ||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 23 130 | 1 048 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 6 899 | 0,16 | 314 | 8,30 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10 555 | −3,55 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 61 818 | 42,63 | 3 | 100,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 4 469 | 201 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 6 131 | 278 | ||||||
| 2025-05-05 | 13F | STAR Financial Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 175 | 0,00 | 8 | 0,00 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 18 302 | −15,91 | 741 | −22,57 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 200 | 0,00 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 108 | 0,00 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 606 | 209 | ||||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 9 648 | −26,96 | 437 | −21,44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 592 480 | 10,22 | 26 833 | 18,64 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 760 | 0,00 | 80 | 6,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 352 246 | 63,82 | 15 953 | 76,33 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 422 475 | −3,93 | 19 134 | 3,39 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 9 804 | 50,32 | 444 | 62,04 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 28 245 | 0,00 | 1 279 | 7,66 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 8 000 | 362 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 066 | 365 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 17 016 | −1,57 | 771 | 5,91 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 7 666 | −17,19 | 347 | −10,80 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 10 430 | 0,00 | 472 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 19 861 | 9,10 | 899 | 17,36 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 61 314 | −0,90 | 2 777 | 6,65 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 105 | 0,00 | 5 | 0,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 363 | 0,00 | 16 | 6,67 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 33 395 | −88,14 | 1 512 | −87,23 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 29 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 552 | 0,00 | 25 | 8,70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 99 242 | 5,37 | 4 | 33,33 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1 148 | 0,00 | 52 | 6,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 879 208 | 2,28 | 85 109 | 10,08 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11 938 | 16,84 | 541 | 25,87 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 117 276 | −6,28 | 4 935 | −2,61 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 323 | 1,72 | 332 | 9,60 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6 857 | 37,47 | 311 | 48,33 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 126 142 | 1,88 | 5 816 | 9,10 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1 676 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 990 | 10,66 | 452 | 19,26 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 4 900 | −33,78 | 225 | −27,65 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 166 507 | −5,96 | 7 541 | 1,22 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 8 697 | 394 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 792 | 0,00 | 126 | 7,69 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 68 | 3 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 322 519 | −1,28 | 105 167 | 6,22 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 457 | −9,68 | 383 | −2,54 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 322 | −3,59 | 15 | 0,00 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 8 565 | −2,28 | 388 | 5,16 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 21 881 | −8,91 | 991 | −1,98 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 24 841 | 12,00 | 1 125 | 20,58 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 402 | −21,49 | 426 | −15,51 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4 481 | 203 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10 475 | 6,38 | 474 | 14,49 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 6 639 | −0,66 | 301 | 6,76 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 51 093 | 4,29 | 2 314 | 12,23 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 5 729 | 4,01 | 259 | 12,12 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 115 | 10,58 | 5 | 25,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 11 223 | −2,82 | 508 | 4,74 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 3 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 407 117 | 0,30 | 18 438 | 7,95 | ||||
| 2025-08-14 | 13F | Bnp Paribas | 26 361 | 1,00 | 1 194 | 8,65 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 840 | 72,97 | 174 | 86,02 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 78 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6 099 | −5,68 | 276 | 1,47 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 32 551 | −4,90 | 1 474 | 2,36 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 31 138 | −2,05 | 1 410 | 5,46 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 18 659 | 1,22 | 845 | 9,03 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 28 554 | −2,00 | 1 293 | 5,46 | ||||
| 2025-08-29 | NP | DNL - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A | 562 | −77,38 | 25 | −75,96 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 14 179 | 642 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4 624 | 209 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7 536 | 20,21 | 341 | 29,66 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 38 906 | 29,31 | 1 762 | 39,18 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 22 810 | −1,21 | 1 033 | 6,39 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 26 004 | 4,00 | 1 178 | 11,88 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 486 | 86,02 | 475 | 100,00 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5 207 | −1,49 | 236 | 5,86 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 103 181 | 4 673 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 37 403 | −1,17 | 1 694 | 6,34 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 802 | 4,40 | 82 | 12,50 | ||||
| 2025-04-23 | 13F | Balboa Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 9 722 | 20,55 | 440 | 29,79 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7 810 | −3,82 | 354 | 3,52 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 8 980 | 12,19 | 407 | 20,83 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 12 450 | 564 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 72 | 1,41 | 3 | 50,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 65 151 | −57,14 | 2 951 | −53,88 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 4 869 | 221 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 568 | −24,85 | 343 | −19,15 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 535 984 | 8,44 | 24 275 | 16,71 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 79 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 14 | 0,00 | 1 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 125 718 | 2,30 | 5 694 | 10,09 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 22 312 | −35,69 | 1 010 | −30,82 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 9 273 | 10,37 | 420 | 18,70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 740 | 1,33 | 169 | 13,42 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 142 | 0,00 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14 466 | 655 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 28 | 0,00 | 1 | 0,00 | ||||
| 2025-05-13 | 13F | Invenio Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 28 752 | −3,43 | 1 302 | 3,99 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 94 085 | 16,21 | 4 261 | 25,10 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 405 021 | 6,51 | 18 343 | 14,64 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 143 904 | −0,00 | 6 517 | 7,63 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 10 865 | 6,70 | 492 | 14,95 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 20 755 | 5,06 | 940 | 13,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 182 572 | 42,14 | 8 269 | 52,97 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 112 937 | −3,12 | 5 115 | 4,26 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4 960 | 1,27 | 225 | 8,74 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 972 | −4,80 | 44 | 4,76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8 593 | −6,99 | 389 | 0,26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102 666 | 101,46 | 4 650 | 116,84 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 5 905 | 0,00 | 267 | 7,66 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2025-04-10 | 13F | Rialto Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7 818 | 4,62 | 354 | 12,74 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 15 | 0,00 | 1 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 800 | 0,00 | 34 | 3,13 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 40 704 | −3,33 | 1 844 | 4,07 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 14 415 | −0,91 | 653 | 6,54 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 17 | 0,00 | 1 | |||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 580 | 0,00 | 26 | 8,33 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 7 738 | 350 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1 103 | 0,00 | 50 | 6,52 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 66 764 | −3,78 | 3 024 | 3,56 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 118 | 1,93 | 232 | 9,48 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 4 864 | 0,16 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 093 | 4,09 | 231 | 12,20 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 8 125 421 | 1,72 | 368 000 | 9,48 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 29 248 | 6,55 | 1 325 | 14,63 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 5 710 | −35,35 | 259 | −30,46 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 45 010 | 3,35 | 2 039 | 11,24 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 440 | −8,14 | 20 | −5,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 7 306 | 0,29 | 331 | 7,84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 556 | 37,30 | 297 | 53,37 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 6 457 | −15,55 | 291 | −9,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11 223 | −0,58 | 508 | 7,17 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 47 955 | −10,13 | 2 172 | −3,29 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 240 428 | 3,20 | 11 | 11,11 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 150,00 | 0 | |||||
| 2025-08-25 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 128 748 | 9,31 | 5 831 | 17,64 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 2 619 | 0,89 | 118 | 8,26 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 135 379 | 1,83 | 6 131 | 9,60 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 7 517 | −10,05 | 340 | −3,13 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Romano Brothers And Company | 15 050 | 1,35 | 682 | 9,13 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 23 | −79,82 | 1 | −75,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 652 588 | −2,51 | 30 | 3,57 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 221 794 | −2,59 | 10 045 | 4,84 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1 019 | 0,00 | 46 | 9,52 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 300 | 0,00 | 14 | 8,33 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 10 700 | 0,00 | 485 | 7,56 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 13 000 | 124,14 | 589 | 140,98 | |||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 25 881 | 28,95 | 1 172 | 38,86 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 154 035 | 6 976 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 63 | 0,00 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 2 900 | 0,00 | 131 | 7,38 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 819 | 196,74 | 37 | 236,36 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 8 202 | −3,37 | 371 | 3,92 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 943 | 45,32 | 360 | 56,09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 165 411 | 10,45 | 7 491 | 18,96 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 10 644 | −10,99 | 482 | −0,41 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 865 | −6,99 | 402 | 0,00 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 15 316 | 12,60 | 694 | 21,15 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 126 | 4,37 | 413 | 12,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 523 584 | 22,80 | 114 293 | 32,17 | ||||
| 2025-07-31 | 13F | United Community Bank | 425 | 0,00 | 19 | 11,76 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 12 564 | 12,98 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5 736 | 13,63 | 260 | 22,17 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16 083 | 0,00 | 728 | 7,53 | ||||
| 2025-08-14 | 13F | Fmr Llc | 48 271 | 11,31 | 2 186 | 19,85 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 45 198 | −1,62 | 2 047 | 5,90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 401 289 | 5,35 | 18 524 | 15,57 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 311 419 | 0,00 | 14 104 | 7,63 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 5 585 | 0,50 | 253 | 8,15 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7 252 | 4,26 | 328 | 12,33 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 6 238 | −3,18 | 284 | 4,43 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 18 506 | −15,49 | 838 | −9,01 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 52 236 | 2,36 | 2 366 | 10,15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 80 745 | 0,21 | 3 657 | 7,85 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 470 | 1,29 | 21 | 10,53 | ||||
| 2025-04-28 | 13F | Clarity Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 6 620 | −8,27 | 300 | −1,32 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 109 102 | −6,97 | 4 941 | 0,14 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 20 302 | 36,17 | 919 | 46,57 | ||||
| 2025-04-15 | 13F | Signet Financial Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 14 622 | 32,77 | 662 | 42,98 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 155 914 | −45,41 | 52 351 | −41,25 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 159 634 | 46,20 | 7 230 | 57,36 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7 568 | 44,84 | 348 | 58,45 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18 393 | 13,68 | 833 | 22,35 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1 562 | 5 907,69 | 71 | 7,69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 260 | −25,78 | 193 | −20,66 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4 352 | 197 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 255 | 0,00 | 12 | 10,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 28 363 | 279,59 | 1 285 | 308,92 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 925 | −16,64 | 314 | −10,32 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 30 | −71,70 | 1 | −75,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 386 617 | 0,79 | 17 510 | 8,48 | ||||
| 2025-04-28 | 13F | Lodestone Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 12 019 | 0,00 | 506 | 3,91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 617 610 | 5,10 | 27 972 | 13,11 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 33 499 | −0,61 | 1 517 | 6,98 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 720 682 | 2,60 | 33 | 10,34 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16 473 | 17,35 | 746 | 26,44 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 58 526 | 19,68 | 2 651 | 28,83 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 162 397 | −9,02 | 7 355 | −2,09 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 106 230 | 151,15 | 4 811 | 170,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 254 558 | 57,06 | 11 529 | 69,03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14 461 | −4,60 | 656 | 2,98 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 134 | 0,00 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6 259 | −8,52 | 283 | −1,39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 76 453 | −25,51 | 3 463 | −19,82 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 2 161 189 | −0,99 | 97 880 | 6,56 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5 808 | −13,04 | 263 | −6,41 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 385 | −19,79 | 17 | −15,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 251 301 | −0,05 | 11 381 | 7,58 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 2 498 | 113 | ||||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 170 458 | −3,61 | 7 720 | 3,75 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 229 | 0,00 | 10 | 11,11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 72 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 375 | 0,00 | 17 | 6,67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 52 784 | 3,37 | 2 391 | 11,27 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 5 319 | −8,73 | 241 | −2,04 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 232 722 | 3,90 | 10 540 | 11,83 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31 132 | −16,91 | 1 410 | −10,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 571 638 | 5,41 | 71 174 | 13,44 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17 271 | 1 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 200 | 0,00 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 453 | 202 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 430 | 19 | ||||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 27 022 | 4,30 | 1 248 | 14,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 382 493 | −1,58 | 17 323 | 5,93 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1 485 | −49,68 | 0 | |||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 41 233 | 0,46 | 1 867 | 8,11 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 709 | 54,80 | 32 | 68,42 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 62 847 | −1,64 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9 247 | −9,33 | 419 | −2,56 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 372 478 | 0,07 | 16 870 | 7,71 | ||||
| 2025-06-26 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 496 | 340 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 29 542 | −1,79 | 1 338 | 5,69 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 76 476 | −1,22 | 3 464 | 6,32 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 621 | 73 | ||||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 33 485 | 197,17 | 1 517 | 219,83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 861 293 | −4,58 | 129 588 | 2,70 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 20 005 | −13,45 | 905 | −6,70 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1 585 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 46 129 | −3,59 | 2 079 | 3,28 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 561 | 0,00 | 25 | 8,70 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 11 616 | 0,00 | 489 | 3,83 |
Other Listings
| MX:DEM |
