Grundläggande statistik
| Institutionella ägare | 740 total, 740 long only, 0 short only, 0 long/short - change of 2,06% MRQ |
| Genomsnittlig portföljallokering | 1.0208 % - change of −3,56% MRQ |
| Institutionella aktier (lång) | 145 251 036 (ex 13D/G) - change of 2,07MM shares 1,45% MRQ |
| Institutionellt värde (lång) | $ 11 748 431 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (US:DGRW) har 740 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 145,251,036 aktier. Största aktieägare inkluderar Pnc Financial Services Group, Inc., LPL Financial LLC, Bank Of America Corp /de/, Morgan Stanley, Ameriprise Financial Inc, Hamilton Capital, LLC, Raymond James Financial Inc, HighTower Advisors, LLC, UBS Group AG, and Envestnet Asset Management Inc .
WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (NasdaqGM:DGRW) 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 15, 2025 is 88,67 / share. Previously, on September 16, 2024, the share price was 82,06 / share. This represents an increase of 8,06% 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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-07 | PNC FINANCIAL SERVICES GROUP, INC. | 17,832,800 | 18,058,986 | 1.27 | 9.95 | -1.97 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 21 613 | 0,93 | 1 810 | 5,79 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 1 300 | 0,00 | 109 | 4,85 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 329 125 | −0,38 | 27 561 | 4,46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 22 274 | −73,36 | 1 865 | −72,08 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 3 172 | −18,33 | 266 | −14,52 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 3 396 | 11,27 | 284 | 16,87 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 17 461 | −5,38 | 1 462 | −0,75 | ||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 87 127 | 0,00 | 7 296 | 4,87 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 78 970 | −0,21 | 6 613 | 4,64 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5 644 | 0,02 | 473 | 4,89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 86 284 | 39,90 | 7 225 | 46,70 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 39 587 | 5,35 | 3 315 | 10,50 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 333 | 0,00 | 28 | 3,85 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3 329 | −8,92 | 279 | −4,47 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 212 570 | 1,38 | 17 801 | 6,30 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 4 620 | 0,00 | 387 | 4,89 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 310 | 0,00 | 26 | 4,17 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 8 495 | 10,40 | 711 | 15,80 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 600 | 50 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 22 339 | −6,66 | 1 871 | −2,15 | ||||
| 2025-05-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 41 179 | 1,63 | 3 448 | 6,58 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 80 609 | −0,70 | 6 750 | 4,13 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 101 824 | 2,63 | 8 527 | 7,61 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4 686 | −6,75 | 392 | −2,24 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8 128 | 16,15 | 681 | 21,86 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 273 | 0,24 | 107 | 4,95 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 101 777 | −1,99 | 8 627 | 4,03 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 150 | 0,00 | 13 | 9,09 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5 002 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 9 980 | 836 | ||||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 3 000 | 0,00 | 251 | 5,02 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 7 762 | 0,00 | 650 | 4,85 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 3 562 | 0,00 | 298 | 4,93 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 84 108 | 77,39 | 7 043 | 86,03 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 5 803 | 17,73 | 486 | 23,41 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8 280 | 369,65 | 1 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 409 | 0,00 | 34 | 6,25 | ||||
| 2025-05-05 | 13F | Crestwood Advisors Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 2 600 | 218 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Allie Family Office LLC | 18 129 | 0,00 | 1 518 | 4,91 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7 783 | −11,17 | 670 | −4,29 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4 228 | 354 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 500 | 0,00 | 42 | 5,13 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 17 941 | 4,88 | 1 502 | 9,96 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 22 126 | −38,62 | 1 871 | −33,59 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 521 262 | −5,88 | 43 650 | −1,31 | ||||
| 2025-07-16 | 13F | Taiyo Life Insurance Co | 525 000 | −38,24 | 44 | −35,82 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 49 | 0,00 | 4 | 33,33 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 222 | 19 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6 660 | −46,93 | 558 | −44,41 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 1 964 | −13,37 | 164 | −9,39 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 17 | 1 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 266 | 0,00 | 22 | 4,76 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 24 198 | −0,93 | 2 026 | 3,90 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 25 426 | −1,11 | 2 129 | 3,70 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12 824 | −23,52 | 1 079 | −19,78 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 71 622 | −0,50 | 6 | 0,00 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 7 353 | 0,00 | 616 | 4,77 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 125 | −56,49 | 178 | −54,62 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 8 891 | 745 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3 399 | −6,54 | 285 | 7,98 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 440 | 0,00 | 37 | 2,86 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 402 419 | 6,30 | 33 699 | 11,46 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 638 089 | 184,93 | 53 434 | 198,78 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 75 927 | −0,95 | 6 358 | 3,87 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 10 422 | −1,56 | 873 | 3,20 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 16 149 | 17,72 | 1 352 | 23,47 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 168 852 | 2,62 | 14 140 | 7,60 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 140 023 | −1,25 | 11 726 | 3,55 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 65 754 | 0,15 | 5 506 | 5,02 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 22 989 | 0,00 | 1 925 | 4,90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 382 970 | 5,76 | 32 070 | 10,90 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18 877 | −9,47 | 1 581 | −5,11 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 22 338 | 72,04 | 1 871 | 80,50 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 40 715 | −3,63 | 3 407 | 1,10 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 117 955 | 2,21 | 9 878 | 7,18 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 13 884 | 0,00 | 1 163 | 4,87 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 108 | 9,09 | 9 | 28,57 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 82 175 | 2,67 | 6 881 | 7,67 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 36 237 | 0,98 | 3 034 | 5,90 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10 588 | 0,04 | 887 | 4,85 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 4 320 | 0,00 | 362 | 4,94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19 788 159 | 1,70 | 1 657 060 | 6,64 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 4 061 | −80,56 | 340 | −79,62 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 26 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7 818 | −19,02 | 655 | −15,28 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 384 432 | 0,39 | 32 | 6,67 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1 619 | 57,03 | 136 | 64,63 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 47 549 | −0,07 | 3 982 | 4,79 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11 119 | −10,08 | 931 | −5,67 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 7 118 | −6,73 | 596 | −2,13 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 18 263 | −0,93 | 1 529 | 3,87 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 9 697 | 7,90 | 812 | 13,25 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 673 468 | 2,73 | 726 316 | 7,72 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 989 | 83 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 2 928 | −24,01 | 245 | −20,20 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 4 980 | 0,00 | 417 | 5,04 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 4 451 | 0,00 | 373 | 4,79 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20 605 | −20,64 | 1 725 | −16,79 | ||||
| 2025-08-08 | 13F | Creative Planning | 224 536 | −8,32 | 18 803 | −3,87 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 306 942 | 2,98 | 26 | 8,70 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18 463 | −24,42 | 1 474 | −25,40 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 126 | 0,80 | 11 | 0,00 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 384 919 | −4,54 | 32 233 | 0,09 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 284 906 | 0,03 | 23 858 | 4,88 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 823 | −17,17 | 153 | −13,14 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 42 738 | 100,41 | 3 496 | 105,28 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 401 381 | 38,98 | 117 352 | 45,74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 436 892 | 3,36 | 204 065 | 8,39 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 8 326 | 0,00 | 697 | 4,97 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 8 285 | 180,47 | 694 | 194,89 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 94 874 | −5,81 | 7 945 | −1,23 | ||||
| 2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 100 214 | 8 392 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 8 104 | 0,20 | 684 | 5,89 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 441 | 15,75 | 0 | |||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14 607 | 5,69 | 1 223 | 10,88 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 139 069 | 0,12 | 11 646 | 4,99 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 578 | 0,00 | 50 | 8,89 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 21 617 | 10,90 | 1 810 | 16,32 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 27 | 2 | ||||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 6 904 | −1,30 | 578 | 3,58 | ||||
| 2025-08-01 | 13F | First National Trust Co | 136 874 | 1,45 | 11 462 | 6,38 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 262 | 0,00 | 22 | 5,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 175 923 | 30,27 | 14 732 | 36,60 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 129 999 | −12,73 | 10 886 | −8,49 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 4 777 | 0,00 | 381 | −1,30 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 84 417 | 0,85 | 7 069 | 5,76 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 4 212 | 0,02 | 353 | 4,76 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 6 489 | 0,00 | 543 | 4,83 | ||||
| 2025-08-12 | 13F | Bokf, Na | 837 | 70 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 480 | 0,42 | 40 | 5,26 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 879 | 157 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 467 | 0,00 | 39 | 5,41 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 874 834 | −1,16 | 73 259 | 3,64 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 32 214 | −1,92 | 2 698 | 2,82 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 17 985 | −3,29 | 1 506 | 1,41 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 261 | 0,00 | 22 | 5,00 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 17 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 28 243 | 29,85 | 2 365 | 36,23 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 41 653 | 13,72 | 3 488 | 19,25 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 555 | 0,00 | 46 | 4,55 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 55 279 | 5 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4 418 | −6,16 | 370 | −1,60 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 2 812 | 1,30 | 235 | 6,33 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 330 379 | 3,23 | 27 666 | 8,25 | ||||
| 2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 6 000 | 0,00 | 502 | 4,80 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 6 481 | 0,40 | 543 | 5,24 | ||||
| 2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 6 391 | 535 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 3 246 | 0,00 | 272 | 4,63 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 343 | 280 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 940 040 | 7,95 | 581 078 | 13,21 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 180 137 | 2,03 | 15 085 | 6,99 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 7 461 | 625 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 38 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 4 847 | 0,41 | 406 | 5,19 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 121 496 | −10,00 | 10 174 | −5,62 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1 770 | 4,36 | 148 | 9,63 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6 588 | 0,00 | 526 | −4,01 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 41 505 | 59,13 | 3 476 | 66,91 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 2 700 | 0,00 | 226 | 5,12 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 442 863 | 14,00 | 37 085 | 19,54 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 230 | 15,00 | 605 | 20,52 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 5 031 | −0,04 | 421 | 4,99 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 9 696 | 0,00 | 812 | 4,78 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 444 | 177,55 | 623 | 191,12 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 15 829 | −7,34 | 1 342 | 4,36 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 755 | 0,00 | 63 | 5,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 9 825 | 0,00 | 823 | 4,85 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 314 479 | 7,32 | 26 335 | 12,53 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 8 025 | 0,00 | 672 | 5,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5 289 | 40,63 | 443 | 47,33 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 99 110 | 3,39 | 8 299 | 8,41 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 376 331 | 6,68 | 31 514 | 11,86 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 23 599 | 21,02 | 1 976 | 26,91 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 265 543 | 18,04 | 22 237 | 23,77 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 15 985 | 0,00 | 1 339 | 4,86 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 374 931 | −2,24 | 31 827 | 3,91 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8 720 | 4,43 | 730 | 9,61 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 292 224 | −1,29 | 24 | 4,35 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 487 073 | 6,96 | 40 787 | 12,15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 10 864 | −0,59 | 910 | 4,24 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 78 848 | −36,51 | 6 603 | −33,43 | ||||
| 2025-08-07 | 13F | PFG Advisors | 21 505 | 5,72 | 1 801 | 10,84 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 26 210 | 7,03 | 2 195 | 12,23 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 39 | 2,63 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 13 585 | −0,17 | 1 138 | 4,70 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 4 904 | −4,63 | 411 | 0,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 101 313 | 7,30 | 8 502 | 13,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 530 229 | −6,97 | 44 409 | −2,44 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 2 543 | 0,00 | 213 | 4,43 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2 530 | 0,36 | 213 | 5,97 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 3 391 | 0,00 | 271 | −1,46 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 174 262 | 2,67 | 14 593 | 7,66 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 3 883 | −15,22 | 325 | −10,96 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4 703 | 53,89 | 394 | 61,07 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21 874 | 15,27 | 1 832 | 20,86 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2 672 | 0,41 | 224 | 5,19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 758 450 | 4,50 | 63 513 | 9,57 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 43 445 | −0,39 | 3 638 | 4,45 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 16 349 | 0,30 | 1 369 | 5,23 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 25 192 | −30,42 | 2 110 | −27,05 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 2 622 | 220 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 132 406 | 124,01 | 11 088 | 134,89 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1 371 | 115 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15 262 | 9,26 | 1 278 | 14,62 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 36 460 | 0,12 | 3 053 | 4,99 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 5 078 | 425 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 32 160 | −3,32 | 2 760 | 9,22 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 181 | 266 | ||||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 19 580 | −3,99 | 1 640 | 0,68 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 865 | 0,00 | 72 | 4,35 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 9 086 | 0,00 | 761 | 4,83 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 12 802 | −22,55 | 1 072 | −18,79 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 436 | −11,92 | 36 | −7,69 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 291 134 | −1,64 | 108 120 | 3,14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 749 | 13,33 | 481 | 18,77 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 642 467 | 1,75 | 53 800 | 6,69 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 17 656 | 1,56 | 1 490 | 6,97 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 5 033 | −1,47 | 421 | 2,68 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 54 586 | −0,91 | 4 571 | 3,91 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 22 787 | −0,41 | 1 908 | 4,43 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 878 | 74 | ||||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 88 520 | 414,68 | 7 413 | 439,84 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 11 248 | 15,64 | 942 | 21,26 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 104 316 | −2,52 | 8 735 | 2,21 | ||||
| 2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 2 700 | 0,00 | 226 | 5,12 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7 289 | −19,95 | 1 | |||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 70 158 | 18,49 | 5 875 | 24,26 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 6 183 | −10,26 | 518 | −7,18 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 4 387 | −45,03 | 367 | −42,39 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 2 653 | 1 507,88 | 222 | 1 607,69 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 20 270 | −0,60 | 1 697 | 4,24 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 191 395 | −1,82 | 16 027 | 2,95 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 142 | 0,00 | 12 | 0,00 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 24 809 | −43,18 | 2 078 | −40,44 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 8 495 | 0,00 | 711 | 4,87 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 35 341 | −11,92 | 2 960 | −7,65 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 3 808 | −43,60 | 319 | −41,00 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 832 066 | 2,77 | 69 677 | 7,77 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25 564 | −6,36 | 2 141 | −1,83 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 5 150 | 5,17 | 431 | 10,23 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 4 600 | 0,00 | 385 | 4,90 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 21 320 | −3,10 | 1 785 | 1,59 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 795 448 | 1,64 | 66 611 | 6,57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 517 188 | −0,27 | 43 309 | 4,57 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 543 | −12,28 | 213 | −8,23 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 42 946 | −22,14 | 3 596 | −15,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 12 468 833 | −2,53 | 1 044 140 | 2,20 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 288 | 550,51 | 108 | 613,33 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 25 645 | 8,75 | 2 148 | 14,02 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 53 978 | 262,41 | 4 520 | 280,15 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 32 318 | 1,22 | 2 706 | 6,16 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 14 047 | −0,35 | 1 176 | 3,16 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3 596 | 0,22 | 301 | 5,24 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 820 492 | 2,09 | 68 708 | 7,05 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 175 | 0,00 | 98 | 5,38 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 83 907 | 1,63 | 7 026 | 6,57 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 8 085 | 677 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 41 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 370 | 0,00 | 282 | 4,83 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 115 697 | 0,21 | 9 688 | 5,09 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 400 | 0,00 | 33 | 6,45 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 2 683 | 0,19 | 225 | 5,16 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 712 | 26,69 | 60 | 34,09 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 114 470 | −1,72 | 9 586 | 3,05 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 340 | 0,83 | 112 | 4,67 | ||||
| 2025-07-17 | 13F | KWB Wealth | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 453 | 0,00 | 38 | 2,78 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 231 | −24,01 | 19 | −20,83 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 18 372 | 376,70 | 1 538 | 394,53 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5 869 | 4,50 | 491 | 9,60 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 59 391 | −16,21 | 4 973 | −12,14 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 7 725 | 1,89 | 647 | 6,78 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 21 599 | −4,90 | 1 809 | −0,28 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 7 995 | 0,00 | 670 | 4,86 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 4 157 | 0,00 | 348 | 5,14 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 396 283 | 0,93 | 34 053 | 9,96 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 045 384 | −4,71 | 87 540 | −0,08 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 62 604 | 9,89 | 5 242 | 15,23 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 89 184 | 1,51 | 7 468 | 6,44 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 30 878 | −5,29 | 2 586 | −0,69 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 28 416 | 1,36 | 2 380 | 6,30 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 242 | 0,00 | 20 | 5,26 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 5 889 | 6,43 | 493 | 11,79 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 615 506 | 19,90 | 51 542 | 25,72 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 675 001 | 7,60 | 140 264 | 12,82 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 81 925 | 11,74 | 6 860 | 17,18 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 5 041 | −16,44 | 422 | −12,27 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 67 973 | 6,17 | 5 692 | 11,35 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3 332 | 0,00 | 279 | 4,89 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 2 954 | 0,07 | 236 | −1,26 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 40 251 | 7,40 | 3 371 | 12,63 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 308 776 | −5,01 | 25 857 | −0,39 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 9 768 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 86 368 | 6,36 | 7 235 | 11,52 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 10 466 | 14,96 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 547 | −17,84 | 1 134 | −13,83 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 157 920 | −4,40 | 98 684 | 2,02 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 16 905 | 0,34 | 1 416 | 5,20 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2 703 | 233 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 306 | 0,33 | 26 | 4,17 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17 483 | −5,31 | 1 464 | −0,68 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 226 | −84,82 | 19 | −84,75 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 6 742 | 6,44 | 538 | 5,08 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7 584 | −6,82 | 649 | −0,15 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 030 | −22,56 | 86 | −21,82 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 582 | 49 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 30 | −95,22 | 3 | −96,00 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 611 | 19,34 | 52 | 30,77 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 29 924 | 28,48 | 2 506 | 34,68 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 30 894 | −10,31 | 2 587 | −5,93 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 12 031 | −22,41 | 1 007 | −18,66 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 820 | 0,00 | 152 | 10,14 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 6 815 | −58,62 | 571 | −56,65 | ||||
| 2025-07-16 | 13F | American National Bank | 842 | −3,88 | 71 | 1,45 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2 688 | −2,86 | 225 | 2,27 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 6 921 | 0,00 | 553 | −1,43 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 381 | −19,62 | 32 | −16,22 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 104 | 0,00 | 9 | 0,00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 14 200 | 1 189 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5 161 | −29,08 | 432 | −25,65 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 598 854 | 2,14 | 50 148 | 7,10 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 549 082 | −8,52 | 45 980 | −4,07 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 3 796 | 0,00 | 303 | −3,50 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 4 639 | 16,18 | 388 | 22,01 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 3 515 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 49 239 | −54,11 | 4 123 | −51,88 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 2 926 | 0,00 | 245 | 5,15 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 3 576 | 0,03 | 299 | 4,91 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 20 983 | 117,15 | 1 757 | 127,89 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 100 296 | 153,86 | 8 399 | 166,18 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 359 257 | 2,73 | 30 084 | 7,73 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 5 680 | 476 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 52 373 | 6,97 | 4 386 | 12,15 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 136 049 | −17,97 | 11 393 | −13,99 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 89 614 | −15,94 | 7 504 | −11,85 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 3 962 | −4,81 | 332 | −0,30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 849 118 | −1,70 | 238 585 | 3,08 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 8 891 | 745 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 570 | 0,00 | 131 | 3,15 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 81 283 | 0,04 | 6 807 | 4,90 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 200 | −6,86 | 687 | −2,42 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 5 971 | 1,07 | 500 | 6,16 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 667 745 | 0,17 | 55 917 | 5,04 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 90 | 0,00 | 8 | 0,00 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 11 489 | 0,00 | 962 | 4,91 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 9 740 | 816 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 59 160 | 0,33 | 4 954 | 5,20 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 941 | 8,77 | 1 000 | 14,04 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7 173 | −4,80 | 601 | −0,17 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 3 322 | −4,21 | 278 | 0,72 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 8 424 | −29,80 | 1 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 65 015 | 3,64 | 5 444 | 8,68 | ||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Plc | 62 700 | −5,71 | 5 250 | −1,13 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 192 923 | 3,41 | 16 155 | 8,44 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 4 000 | 0,00 | 335 | 4,70 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 6 887 | −0,35 | 577 | 4,54 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 12 792 | 10,71 | 1 071 | 16,16 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 51 418 | 0,41 | 4 306 | 5,28 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 72 461 | −6,29 | 6 068 | −1,75 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 379 667 | −11,94 | 31 793 | −7,66 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 10 604 | 11,20 | 914 | 20,11 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51 475 | −4,60 | 4 311 | 0,05 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 208 315 | 5,05 | 17 444 | 10,15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 598 017 | 0,76 | 133 818 | 5,66 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 14 832 | 0,00 | 1 242 | 4,90 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 609 | 0,00 | 470 | 4,92 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 24 763 | 1,76 | 2 074 | 6,69 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 23 762 | 11,50 | 1 990 | 15,37 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 47 513 | 170,93 | 3 979 | 184,14 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 536 | −2,82 | 631 | 1,94 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 960 | 214,75 | 80 | 233,33 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 180 | 0,00 | 15 | 7,14 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 8 713 | 0,00 | 730 | 4,89 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 21 174 | 11,96 | 1 773 | 17,42 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 3 700 | 0,00 | 310 | 4,75 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 172 359 | 8,97 | 14 442 | 14,34 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 22 323 | −1,03 | 1 916 | 8,62 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 109 465 | 3,56 | 9 167 | 8,60 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 73 | 0,00 | 6 | 20,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 667 | 0,00 | 391 | 4,84 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 749 | 154 880,00 | 649 | |||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 410 | 5,94 | 34 | 13,33 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 3 828 | 321 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 56 153 | −27,78 | 4 702 | −24,27 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 21 779 | 0,00 | 1 824 | 4,83 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 954 303 | −13,46 | 163 653 | −9,25 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 734 | 134,23 | 564 | 145,85 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10 799 | 0,20 | 904 | 5,12 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 59 616 | −11,73 | 4 992 | −7,44 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 317 | 0,00 | 27 | 4,00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 595 | 0,00 | 50 | 4,26 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 14 987 | 24,83 | 1 255 | 31,00 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 22 093 | 0,20 | 1 850 | 5,11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 143 | 0,00 | 12 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 279 285 | −2,47 | 23 387 | 2,27 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 5 416 | 0,00 | 454 | 4,86 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 51 695 | −69,61 | 4 329 | −68,14 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 121 218 | 2,42 | 10 114 | 7,02 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 13 690 | 367,24 | 1 146 | 391,85 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 40 611 | −4,50 | 3 401 | 0,12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 353 | −1,50 | 867 | 3,34 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 5 378 | 0,00 | 450 | 4,90 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 41 274 | 5,02 | 3 456 | 10,13 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 71 335 | 4,91 | 5 974 | 10,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 125 691 | −1,64 | 10 525 | 3,14 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 166 355 | 13,36 | 13 931 | 18,87 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 10 749 | −6,45 | 900 | −1,85 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 537 459 | 1,35 | 45 | 4,76 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 158 640 | 19,25 | 13 285 | 25,04 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 124 470 | 17,47 | 10 516 | 23,92 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 111 | 177 | ||||||
| 2025-08-13 | 13F | Ted Buchan & Co | 11 436 | −8,48 | 958 | −4,01 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 268 | 0,00 | 22 | 4,76 | ||||
| 2025-05-05 | 13F | Edgemoor Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 7 846 | −4,02 | 657 | 0,77 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 21 173 | 10,11 | 1 773 | 15,50 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 15 735 | 42,80 | 1 318 | 49,83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 594 448 | −10,63 | 49 779 | −6,29 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 4 884 | 0,00 | 408 | 4,88 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4 173 | 40,36 | 349 | 47,26 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 4 536 | 0,00 | 380 | 4,70 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 114 299 | 2,24 | 9 571 | 7,21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 159 032 | 3,02 | 13 317 | 8,02 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 72 223 | −4,01 | 6 048 | 0,65 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 624 253 | −2,41 | 52 275 | 2,33 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 18 415 | 0,00 | 1 542 | 4,90 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29 070 | −6,41 | 2 434 | −1,85 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27 039 | 329,67 | 2 264 | 351,00 | ||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 424 | 0,00 | 0 | |||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 267 | 4,30 | 22 | 10,00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42 269 | 0,00 | 3 601 | 12,15 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10 601 | 4,10 | 888 | 9,10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12 422 037 | 4,99 | 1 040 221 | 10,09 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 46 144 | 32,70 | 3 864 | 39,14 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 650 | −15,58 | 1 059 | −11,45 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 150 | 0,00 | 13 | 9,09 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 4 175 | 12,08 | 350 | 17,51 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 19 708 | 3,29 | 1 650 | 8,34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 398 238 | −1,37 | 33 | 3,13 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4 210 | 353 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 810 820 | −0,74 | 67 898 | 4,09 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 19 178 | 0,27 | 1 606 | 5,11 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 10 345 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 266 894 | −2,77 | 22 350 | 1,95 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 250 | 0,00 | 21 | 5,26 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 182 625 | 2,98 | 15 293 | 7,99 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 286 100 | 23 958 | ||||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 229 642 | 1,74 | 19 230 | 5,96 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 1 965 | 35,89 | 165 | 42,61 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 3 912 | 328 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 767 357 | −0,23 | 64 258 | 4,62 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 33 546 | −5,17 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1 429 | 117,17 | 120 | 128,85 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 706 | 8,25 | 143 | 13,60 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 7 340 | 0,00 | 615 | 4,78 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 150 | 0,00 | 13 | 9,09 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4 070 | −42,13 | 337 | −39,93 | ||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 277 374 | 15,50 | 23 227 | 21,11 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 869 | 0,00 | 75 | 7,25 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 6 893 933 | 2,91 | 577 298 | 7,91 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 126 060 | −1,82 | 10 556 | 2,96 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 13 768 | 0,10 | 1 153 | 4,92 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 3 572 | 2,23 | 299 | 7,17 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 9 825 | 0,00 | 823 | 4,85 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 159 485 | −7,60 | 13 728 | 2,61 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 49 221 | 126,29 | 4 122 | 137,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 866 443 | 0,19 | 72 556 | 5,06 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 16 280 | 0,49 | 1 372 | 7,44 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 600 | 20,68 | 301 | 41,98 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5 179 | 3,09 | 434 | 7,98 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 282 059 | 23 620 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 794 | −68,03 | 401 | −66,50 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 163 760 | 1,13 | 13 713 | 6,04 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 14 987 | 45,76 | 1 255 | 47,30 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 4 078 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Connable Office Inc | 312 643 | 12,43 | 26 181 | 17,89 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 27 718 | 0,33 | 2 319 | 5,08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 251 701 | 17,67 | 21 002 | 24,11 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3 120 | 0,00 | 261 | 4,82 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 6 879 | 296,94 | 576 | 317,39 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 876 024 | 1,02 | 73 358 | 5,92 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2 523 | 0,00 | 211 | 4,98 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 376 167 | 5,72 | 31 500 | 10,86 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 279 635 | −5,45 | 23 | 0,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 199 | −0,40 | 438 | 5,04 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4 662 | −10,21 | 390 | −5,80 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 301 799 | 2,11 | 25 273 | 7,07 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 57 627 | 2,02 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21 591 | 5,30 | 1 808 | 10,45 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 3 605 | −15,28 | 302 | −11,21 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 5 047 | 51,06 | 423 | 58,65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-04-11 | 13F | Impact Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 426 417 | 76,33 | 35 708 | 84,90 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 118 983 | 8,89 | 9 964 | 14,18 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 16 263 | 0,26 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 269 | 602,02 | 525 | 670,59 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 13 708 | 0,00 | 1 148 | 4,84 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6 208 | 22,98 | 520 | 28,78 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 27 695 | −10,46 | 2 319 | −6,08 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4 128 | −88,14 | 346 | −87,59 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 381 | 0,00 | 32 | 3,33 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 2 828 | 0,00 | 237 | 4,89 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 112 097 | −1,95 | 9 387 | 2,81 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 39 475 | −0,50 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 6 999 | 24,85 | 586 | 31,10 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 24 216 | 0,00 | 2 028 | 4,86 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 15 097 | 7,30 | 1 264 | 12,56 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 23 038 | 1 929 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 63 900 | 11,31 | 5 351 | 16,71 | ||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 4 205 | 352 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 517 | −6,30 | 462 | −1,70 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 3 337 | 284 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 293 759 | 0,59 | 108 337 | 5,47 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 6 635 | −12,19 | 556 | −7,96 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 44 270 | −6,49 | 3 707 | −1,96 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 70 922 | 0,15 | 5 939 | 5,00 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 46 469 | −0,33 | 3 891 | 4,51 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 111 891 | 12,07 | 9 370 | 17,51 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 267 | 106 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 2 662 | 0,00 | 223 | 4,72 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36 352 | −8,39 | 3 044 | −3,91 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5 313 | 49,92 | 445 | 56,89 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 3 035 | −9,00 | 254 | −4,51 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 59 878 | −1,22 | 5 014 | 3,57 | ||||
| 2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 3 753 | 0,00 | 314 | 5,02 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12 089 | −12,57 | 1 012 | −8,33 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 3 757 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 93 477 | 4,94 | 7 828 | 10,04 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 4 806 | 0,00 | 402 | 4,96 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 21 563 | 230,37 | 1 806 | 249,81 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 5 694 | −5,01 | 477 | −0,42 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2 400 | 201 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 081 | 0,98 | 1 012 | 6,87 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 15 772 | 3,65 | 1 321 | 8,64 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 946 079 | 1,51 | 79 225 | 6,44 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2 499 | 214 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 2 881 | −0,52 | 241 | 4,33 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 4 664 | 50,31 | 391 | 55,38 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 2 896 | 0,00 | 243 | 4,76 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 462 | −82,50 | 39 | −81,90 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 449 840 | −3,43 | 38 461 | 3,39 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 804 271 | −3,43 | 67 350 | 1,26 | ||||
| 2025-07-23 | 13F | Somerville Kurt F | 4 500 | 0,00 | 377 | 4,74 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 16 748 | 5,85 | 1 402 | 11,01 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1 296 | 437,76 | 109 | 473,68 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 6 566 | 1,85 | 550 | 6,81 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 477 | −25,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 540 325 | 0,58 | 296 467 | 5,46 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 168 850 | 0,41 | 14 139 | 5,29 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 117 480 | 5,10 | 9 829 | 10,12 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5 416 | −0,26 | 438 | 1,15 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 118 669 | 1,13 | 9 937 | 6,05 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 194 594 | 31,37 | 16 | 33,33 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 18 685 | 1 565 | ||||||
| 2025-08-14 | 13F | LM Advisors LLC | 23 346 | 22,67 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1 221 | 0,00 | 102 | 5,15 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 158 | 13 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 347 | 0,00 | 197 | 4,81 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 12 136 | 35,83 | 1 016 | 42,50 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1 755 | 140 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 5 565 | 0,00 | 466 | 4,95 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 15 800 | 0,87 | 1 323 | 5,84 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 293 373 | 1,55 | 24 992 | 17,43 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6 902 | −98,99 | 578 | −98,94 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 505 | −8,34 | 210 | −4,13 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 129 103 | 13,87 | 10 772 | 20,10 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18 299 | −4,30 | 1 532 | 0,33 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 118 128 | −1,91 | 9 434 | −3,21 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 416 | −0,61 | 286 | 4,38 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 121 | −32,02 | 10 | −28,57 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 87 | 0,00 | 7 | 16,67 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 600 | 0,00 | 48 | −2,08 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 718 | 0,35 | 144 | 5,15 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 3 400 | 0,00 | 285 | 4,80 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 18 081 | 4,02 | 1 514 | 9,08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 446 292 | 5,77 | 37 372 | 10,91 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 13 377 | 1 273,41 | 1 120 | 1 354,55 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 5 822 | 0 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 15 222 | −3,16 | 1 275 | 1,51 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 247 | −2,67 | 691 | 2,07 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 62 968 | 10,63 | 5 273 | 16,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 118 744 | 8 274,05 | 1 | −99,12 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 069 | 167,92 | 90 | 187,10 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 23 050 | −24,95 | 1 930 | −21,29 | ||||
| 2025-08-14 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 23 622 | −1,69 | 1 978 | 3,13 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 29 781 | 1,40 | 2 494 | 6,31 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 4 222 | 0,00 | 354 | 7,95 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 45 184 | −3,13 | 3 784 | 1,58 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4 069 | 10,03 | 341 | 15,25 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 558 375 | 7,12 | 46 758 | 12,33 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 9 312 | 780 | ||||||
| 2025-08-06 | 13F | S&t Bank/pa | 316 | 0,00 | 26 | 4,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3 447 | −38,13 | 289 | −35,14 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 131 154 | −4,23 | 10 983 | 0,42 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 960 | −1,86 | 332 | 1,53 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 12 520 | −1,12 | 1 048 | 3,66 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3 807 | 0 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 138 | 0,00 | 12 | 0,00 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 31 521 | −1,41 | 2 640 | 3,37 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17 934 | 22,85 | 1 502 | 28,84 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 42 439 | 9,76 | 3 554 | 15,10 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 334 379 | 11,54 | 28 001 | 16,96 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 45 750 | −11,17 | 3 831 | −6,86 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 5 828 | 0,02 | 488 | 4,95 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 51 589 | −12,04 | 4 320 | −7,75 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 3 125 | 0,00 | 262 | 4,82 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2 232 | 167,95 | 187 | 181,82 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 254 092 | −1,51 | 21 278 | 3,28 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 221 940 | 2,18 | 18 585 | 7,14 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 4 869 | 5,46 | 408 | 10,60 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 81 | 0,00 | 7 | 0,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 5 622 | −38,35 | 471 | −35,44 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 2 498 | 6,75 | 209 | 12,37 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 413 | 0,00 | 35 | 6,25 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 25 828 | −85,65 | 2 163 | −84,96 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 7 050 | −11,88 | 590 | −7,52 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 863 | 0,35 | 72 | 5,88 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 77 200 | 2,94 | 6 465 | 7,93 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 38 431 | 9,19 | 3 272 | 16,44 | ||||
| 2025-08-14 | 13F | Fmr Llc | 49 902 | −4,99 | 4 179 | −0,38 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 203 575 | 10,28 | 17 047 | 15,64 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 40 186 | 15,18 | 3 364 | 20,75 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 149 605 | −5,16 | 12 876 | 8,39 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 23 966 | 11,55 | 2 007 | 16,97 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 334 535 | 4,74 | 28 014 | 9,83 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 4 400 | −18,52 | 368 | −14,62 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 257 | 0,00 | 608 | 4,84 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 5 059 | −1,40 | 424 | 3,42 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 169 | −1,34 | 265 | 3,52 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 105 614 | 3,61 | 8 844 | 8,65 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 78 532 | 71,84 | 6 556 | 81,36 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 305 | 33,19 | 24 | 33,33 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 90 449 | 2,43 | 7 574 | 7,42 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 59 996 | 5 024 | ||||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 40 383 | 2,44 | 3 382 | 7,40 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 67 426 | 1 467,66 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 2 498 | 0 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5 229 | 9,01 | 438 | 12,63 | ||||
| 2025-07-31 | 13F | United Community Bank | 3 644 | 112,60 | 305 | 124,26 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 6 868 | −8,44 | 575 | −4,01 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 449 980 | −0,62 | 37 681 | 4,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 13 626 | 2,10 | 1 141 | 7,14 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4 575 | 383 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 194 780 | 7,84 | 16 311 | 13,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 191 060 | 3,56 | 15 999 | 8,59 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 10 597 | −23,04 | 887 | −19,29 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 58 624 | −2,61 | 4 682 | −3,90 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 122 973 | −4,15 | 10 298 | 0,50 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 959 | 1,61 | 1 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 14 240 | 1 192 | ||||||
| 2025-07-31 | 13F | CNB Bank | 1 563 | 0,00 | 131 | 4,84 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 5 863 | −0,36 | 491 | 4,48 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 3 408 | 4,28 | 285 | 9,62 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 794 | 0,00 | 66 | 4,76 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 4 180 | −11,91 | 350 | −7,41 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 17 911 | 4,21 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 737 052 | −11,95 | 61 721 | −7,68 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 682 623 | −20,11 | 57 163 | −16,23 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 17 957 | −15,68 | 1 498 | −11,05 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 500 | 0,00 | 42 | 2,50 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 5 141 | 0,00 | 431 | 4,88 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 737 | 62 | ||||||
| 2025-07-14 | 13F | Friday Financial | 5 300 | 0,00 | 444 | 4,24 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 12 124 | 0,37 | 1 015 | 5,29 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 7 566 | 9,35 | 634 | 14,67 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 28 712 | 25,04 | 2 404 | 31,15 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 16 671 | 9,16 | 1 396 | 14,52 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 16 466 | 1 379 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 127 753 | 4,05 | 10 698 | 9,11 | ||||
| 2025-07-30 | 13F | apricus wealth, LLC | 2 850 | 0,00 | 239 | 4,85 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5 909 | 495 | ||||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 20 251 | 121,30 | 1 696 | 132,19 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 13 080 | −27,06 | 1 095 | −23,53 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 698 845 | 1,72 | 58 521 | 6,67 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 22 149 | 105,43 | 1 855 | 115,33 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2 980 | 250 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 8 300 | 100,00 | 695 | 109,97 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 29 130 | −1,49 | 2 439 | 3,30 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 7 540 | 25,33 | 631 | 31,46 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 5 360 | −91,86 | 449 | −91,48 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 63 863 | 50,43 | 5 346 | 57,70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 607 | −38,62 | 888 | −35,61 | ||||
| 2025-07-18 | 13F | Deltec Asset Management Llc | 6 300 | 0,00 | 528 | 4,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 689 | 29,51 | 811 | 35,85 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 2 952 | 247 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 134 676 | 6,15 | 10 755 | 4,75 |
