Grundläggande statistik
| Institutionella ägare | 434 total, 434 long only, 0 short only, 0 long/short - change of 2,35% MRQ |
| Genomsnittlig portföljallokering | 0.4036 % - change of −13,66% MRQ |
| Institutionella aktier (lång) | 40 321 673 (ex 13D/G) - change of 0,39MM shares 0,98% MRQ |
| Institutionellt värde (lång) | $ 3 183 108 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund (US:DLN) har 434 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 40,321,673 aktier. Största aktieägare inkluderar Pnc Financial Services Group, Inc., LPL Financial LLC, Morgan Stanley, Colony Group, LLC, Ameriprise Financial Inc, Creative Planning, UBS Group AG, Great Valley Advisor Group, Inc., Trilogy Capital Inc., and Evercore Wealth Management, LLC .
WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund (ARCA:DLN) 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 8, 2025 is 84,89 / share. Previously, on September 9, 2024, the share price was 75,91 / share. This represents an increase of 11,83% 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. | 3,454,826 | 3,463,462 | 0.25 | 5.93 | -5.72 |
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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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 398 151 | −4,20 | 32 704 | −0,85 | ||||
| 2025-05-05 | 13F | St. Louis Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 1 361 | −58,52 | 270 | 3,46 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 44 122 | −4,87 | 3 624 | −1,55 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 25 193 | −1,25 | 2 121 | 7,40 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 705 | −84,38 | 58 | −83,71 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8 636 | 0,30 | 709 | 3,81 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3 971 | −66,43 | 326 | −64,57 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3 758 | 4,27 | 309 | 12,41 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2 630 | 0,00 | 216 | 3,85 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57 165 | 11,75 | 4 696 | 15,64 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 7 247 | −35,35 | 595 | −33,07 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 46 995 | −0,44 | 3 860 | 3,04 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4 750 | 68,14 | 390 | 74,11 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2 635 | 0,00 | 216 | 3,35 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 3 000 | 0,00 | 246 | 3,36 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 770 | 0,81 | 967 | 4,32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 53 763 | 0,28 | 4 416 | 3,81 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 5 950 | 0,00 | 489 | 3,39 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 723 415 | 12,50 | 59 421 | 16,43 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 4 024 | 0,00 | 331 | 3,45 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 6 000 | 0,00 | 493 | 3,36 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 9 710 | 1,14 | 798 | 4,59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 68 159 | 3,65 | 5 599 | 7,26 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 73 089 | 8,43 | 6 083 | 23,11 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 34 096 | 6,39 | 2 801 | 10,11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 105 127 | 2,36 | 9 | 0,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 109 | 2,83 | 9 | 0,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 6 580 | 0,00 | 540 | 3,45 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1 075 | −8,51 | 88 | −5,38 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 50 | 0,00 | 4 | 33,33 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2 700 | 0,00 | 222 | 3,27 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 595 | −1,13 | 295 | 2,43 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9 242 | 17,48 | 759 | 21,63 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 26 686 | 2 211 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 2 480 | 0,00 | 204 | 3,57 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 3 200 | 0,00 | 263 | 3,56 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 10 686 | 0,00 | 878 | 3,42 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 31 319 | 26,62 | 2 573 | 31,02 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 13 156 | 0,00 | 1 081 | 3,45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 104 628 | −1,00 | 8 594 | 2,46 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 86 | 0,00 | 7 | 16,67 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 7 802 | 0,00 | 641 | 3,39 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 4 763 | 0,00 | 391 | 3,44 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 4 964 | −53,58 | 408 | −52,00 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 250 | 0,00 | 21 | 5,26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 635 924 | 8,51 | 52 | 13,04 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 686 | 0,00 | 138 | 3,76 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 19 534 | −36,03 | 1 605 | −33,80 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 35 713 | −12,24 | 2 933 | −9,17 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2 964 | 243 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13 385 | 1 099 | ||||||
| 2025-07-23 | 13F | Equitable Trust Co | 5 149 | 0,00 | 423 | 3,43 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 7 622 | −3,18 | 626 | 0,32 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7 141 | 587 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 39 288 | −1,22 | 3 227 | 2,25 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5 008 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 047 944 | 5,71 | 86 078 | 9,40 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 336 | 0,00 | 28 | 3,85 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 193 | 0,00 | 16 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8 617 | −13,21 | 1 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 16 049 | 14,83 | 1 318 | 18,85 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 13 075 | 0,00 | 1 074 | 3,47 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 45 802 | 0,30 | 3 762 | 3,81 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 7 456 | 0,00 | 612 | 3,55 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 12 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 008 | −2,32 | 494 | 1,02 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 8 373 | 0,00 | 688 | 3,46 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21 715 | 0,04 | 1 784 | 3,54 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 108 544 | −0,37 | 8 916 | 3,10 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 582 | 0,34 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 930 | 0,00 | 76 | 4,11 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9 218 | 0,00 | 757 | 3,56 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 164 580 | −8,48 | 13 519 | −5,29 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 748 | 0,00 | 61 | 3,39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16 472 | 21,24 | 1 345 | 26,05 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 19 616 | −2,15 | 1 629 | 8,90 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3 811 | 313 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 67 194 | −1,15 | 5 519 | 2,30 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6 900 | −13,46 | 567 | −10,44 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18 997 | 11,44 | 1 560 | 15,30 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 31 925 | 0,07 | 2 622 | 3,55 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 3 956 | −0,33 | 325 | 2,86 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 33 686 | −0,78 | 2 767 | 2,67 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 23 976 | 42,25 | 1 969 | 47,27 | ||||
| 2025-08-14 | 13F | Rodgers Brothers Inc. | 12 733 | 0,00 | 1 046 | 3,47 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 800 | −5,31 | 148 | −2,00 | ||||
| 2025-08-14 | 13F | Clg Llc | 279 875 | 13,74 | 22 989 | 17,71 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 126 368 | 1,60 | 10 380 | 5,15 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61 946 | 0,02 | 5 088 | 3,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 496 816 | 8,53 | 40 814 | 12,31 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 5 109 | −15,12 | 420 | −12,16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 56 332 | −1,67 | 4 627 | 1,76 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 886 291 | −0,16 | 319 220 | 3,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 57 127 | −2,83 | 4 692 | 0,56 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 082 | 0,00 | 335 | 3,72 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 600 | 0,00 | 49 | 4,26 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 2 824 | 0,00 | 232 | 3,13 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 9 195 | −1,40 | 755 | 2,03 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 99 949 | 3,19 | 8 210 | 6,79 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 16 699 | 0,00 | 1 372 | 3,47 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 4 000 | 0,00 | 329 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 89 522 | −25,92 | 7 353 | −23,33 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10 | 1 | ||||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 17 352 | 0,00 | 1 425 | 3,49 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 4 980 | 0,00 | 409 | 3,54 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 4 725 | 0,00 | 392 | 4,53 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 915 | 0,44 | 75 | 4,17 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8 434 | 7,76 | 693 | 11,43 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6 058 | 0,00 | 498 | 3,54 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 400 | −40,92 | 33 | −39,62 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 20 336 | −7,62 | 1 670 | −4,41 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 4 990 | 0,00 | 410 | 3,28 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 301 779 | −1,02 | 106 928 | 2,43 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 425 | −7,62 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 44 545 | −15,17 | 4 | −25,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 3 476 | 3,36 | 287 | 9,16 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 15 714 | 0,00 | 1 291 | 3,45 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 25 372 | −2,46 | 2 100 | 1,70 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 2 493 | 205 | ||||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 2 617 | 0,00 | 215 | 3,38 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 320 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 7 683 | −0,40 | 631 | 3,10 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 974 | 0,00 | 82 | 8,00 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 3 670 | −23,70 | 301 | −21,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 56 949 | 124,01 | 4 678 | 131,88 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 62 487 | 0,02 | 5 133 | 3,51 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 842 | 0,57 | 233 | 4,02 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 22 863 | 47,56 | 1 878 | 52,73 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 335 693 | −0,57 | 27 574 | 2,90 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 3 109 | −3,00 | 255 | 0,39 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 65 224 | 62,15 | 5 358 | 67,83 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 000 | 0,00 | 246 | 3,36 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 53 709 | −2,16 | 4 412 | 1,24 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 | −99,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 6 606 | 0,00 | 543 | 3,44 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14 902 | 0,00 | 1 224 | 3,55 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 18 664 | 12,07 | 1 533 | 16,05 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 629 | −67,68 | 1 366 | −66,57 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 453 | −0,69 | 284 | 2,91 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 11 673 | 0,00 | 959 | 3,46 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 237 434 | 0,53 | 19 503 | 108 244,44 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2 880 | 0,00 | 229 | 6,51 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 2 533 | 0,12 | 208 | 4,00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 7 967 | −0,74 | 654 | 2,67 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 6 231 | 0,00 | 512 | 3,44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39 096 | −5,03 | 3 | 0,00 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 5 849 | 0,57 | 480 | 4,12 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 8 212 | 0,00 | 675 | 3,53 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 851 | 0,00 | 70 | 2,99 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 37 314 | 0,00 | 3 | 50,00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 586 | 138,21 | 48 | 166,67 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 16 445 | 0,93 | 1 351 | 4,41 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 51 018 | 6,15 | 4 191 | 9,86 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33 339 | 5,11 | 2 738 | 8,78 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1 700 | −63,83 | 140 | −62,33 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 814 | 67 | ||||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 6 821 | 0,40 | 1 | |||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 61 879 | 0,60 | 5 082 | 4,12 | ||||
| 2025-08-13 | 13F | Options Solutions, Llc | 9 000 | 0,00 | 739 | 3,50 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11 613 | 75,58 | 954 | 81,87 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 4 924 | 0,00 | 404 | 3,59 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3 587 | 0,08 | 295 | 3,52 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1 465 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 15 300 | −21,88 | 1 257 | −19,18 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9 397 | 11,50 | 772 | 15,42 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 388 | −1,99 | 525 | 1,35 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 18 995 | 0,00 | 1 560 | 3,52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 106 770 | 47,36 | 173 055 | 52,73 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3 159 | 0,00 | 259 | 3,60 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 8 757 | −17,16 | 1 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 494 | −4,60 | 123 | −1,61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 829 | −12,58 | 643 | −9,44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 074 | 269,01 | 1 320 | 282,61 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 742 | 143 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 15 910 | 11,45 | 1 328 | 26,86 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 8 672 | 0,45 | 712 | 3,94 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 29 700 | −0,54 | 2 440 | 2,91 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 597 | 0,14 | 295 | 3,51 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 4 710 | 0,00 | 387 | 3,49 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 92 805 | −0,59 | 7 623 | 2,87 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 182 | 0,00 | 15 | 0,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 5 664 | 0,00 | 465 | 3,56 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 94 284 | 2,36 | 7 745 | 5,94 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 9 241 | −92,54 | 759 | −92,28 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 3 968 | −1,61 | 326 | 1,56 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 379 | 0,00 | 442 | 3,52 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 68 877 | −0,52 | 5 658 | 2,95 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 164 | 0,00 | 13 | 8,33 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 799 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 578 307 | 3,34 | 47 502 | 6,95 | ||||
| 2025-04-09 | 13F | Sarasin & Partners LLP | 46 577 | 3 659 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 1 157 031 | −1,74 | 95 039 | 1,69 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3 375 | 0,00 | 277 | 3,75 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 67 872 | −7,34 | 5 575 | −4,09 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 21 690 | 0,52 | 1 782 | 4,03 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 954 379 | −0,32 | 242 673 | 3,16 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 7 858 | 0,15 | 645 | 3,70 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 11 811 | −50,00 | 970 | −48,24 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2 807 | 0,00 | 231 | 3,60 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8 050 | −1,59 | 672 | 3,54 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 2 735 | 0,40 | 0 | |||||
| 2025-04-30 | 13F | Bank Hapoalim Bm | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 1 072 367 | −1,71 | 88 084 | 1,72 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 253 | −98,06 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 194 | 0,00 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 313 974 | −0,67 | 25 790 | 2,79 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 3 955 | 325 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 5 186 | −11,49 | 426 | −8,60 | ||||
| 2025-08-07 | 13F | PFG Advisors | 25 866 | 70,44 | 2 125 | 76,41 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 297 | 0,00 | 25 | 9,09 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 28 061 | −17,61 | 2 305 | −14,76 | ||||
| 2025-05-13 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 45 623 | 0,00 | 3 747 | 3,48 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 34 627 | 0,31 | 2 844 | 3,83 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 500 | 0,00 | 41 | 5,13 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 093 | 5,11 | 501 | 8,70 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 944 | 0,00 | 78 | 4,05 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10 032 | 1,53 | 824 | 5,10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 30 119 | −35,43 | 2 474 | −33,20 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56 709 | 6,01 | 4 658 | 9,73 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 4 681 | −2,36 | 385 | 1,05 | ||||
| 2025-07-15 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 785 | −0,76 | 64 | 3,23 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 432 | 623,23 | 118 | 680,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68 898 | 4,00 | 5 659 | 7,65 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 251 283 | 2,51 | 20 640 | 6,09 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 4 700 | 0,00 | 386 | 3,49 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 3 076 | 0,00 | 253 | 3,28 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 8 589 | −5,36 | 706 | −2,08 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 2 722 | 0,00 | 224 | 3,24 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 84 | −94,20 | 7 | −94,74 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 200 | 0,00 | 99 | 3,16 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15 642 | 113,54 | 1 285 | 121,00 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 328 329 | 3,15 | 26 969 | 6,74 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6 914 | 0,00 | 568 | 3,47 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 32 075 | −0,64 | 2 635 | 2,81 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 2 602 | 214 | ||||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16 340 | −0,07 | 1 342 | 3,47 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 57 810 | 0,23 | 4 748 | 3,71 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6 551 | 0,00 | 538 | 3,66 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 268 | 0,00 | 22 | 4,76 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 2 862 | 0,56 | 235 | 4,44 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2 527 | 0,00 | 208 | 3,50 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 7 420 | 2,91 | 609 | 6,47 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 17 022 | 108,07 | 1 398 | 115,41 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2 408 | 203 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10 150 | −0,22 | 834 | 3,22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 677 | −23,20 | 713 | −18,91 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 2 725 | 0,00 | 224 | 3,24 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 254 421 | 1,40 | 20 898 | 4,94 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 160 | 0,00 | 13 | 8,33 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 111 545 | 2,94 | 9 162 | 6,53 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 9 | 50,00 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 724 | 17,27 | 470 | 21,45 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 777 | −16,59 | 392 | −13,66 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 4 853 | 0,00 | 399 | 3,38 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6 271 | 515 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 | 0 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 17 369 | 1,76 | 1 427 | 5,32 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 3 738 | 0,00 | 307 | 3,72 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 400 | 0,00 | 33 | 3,23 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7 370 | −0,15 | 606 | 3,41 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 11 503 | −46,26 | 945 | −44,44 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 5 756 | 0,00 | 473 | 3,51 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 810 | 0,00 | 67 | 3,13 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 5 084 | 0,00 | 418 | 3,47 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 315 | 5,05 | 765 | 11,03 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 982 | 327 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 516 | 441,43 | 125 | 463,64 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 51 440 | 0,00 | 4 225 | 3,50 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9 083 | 0,02 | 746 | 5,67 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3 517 | −0,99 | 289 | 2,49 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 193 957 | 7,24 | 15 932 | 10,98 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3 394 | 0,00 | 279 | 3,35 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 2 440 | 200 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 31 783 | 6,92 | 2 611 | 10,64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 46 420 | −4,01 | 3 813 | −0,68 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 103 | 8 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 17 027 | 0,56 | 1 399 | 4,10 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 890 | 320 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 43 271 | 11,70 | 3 554 | 15,61 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14 566 | 1,12 | 1 196 | 4,64 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 32 367 | 63,29 | 2 659 | 68,98 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 6 880 | 0,00 | 565 | 3,48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 057 | 826 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 261 991 | 1,14 | 21 520 | 4,67 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6 057 | −1,77 | 498 | 1,64 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 10 114 | 0,00 | 831 | 5,60 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 8 059 | 0,04 | 662 | 3,44 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 623 | −39,98 | 1 037 | −37,93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 411 847 | 1,72 | 198 109 | 5,27 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 191 | 46,85 | 262 | 52,33 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 55 070 | −0,92 | 4 523 | 2,54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 249 447 | −6,07 | 266 910 | −2,79 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 725 | 0,47 | 717 | 3,92 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 7 475 | −2,61 | 614 | 1,32 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12 695 | 1 043 | ||||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 3 600 | 0,00 | 296 | 3,51 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 223 864 | 2,00 | 18 388 | 5,57 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9 269 | 0,37 | 761 | 3,82 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 7 707 | 0,00 | 633 | 3,60 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28 151 | 63,70 | 2 312 | 71,26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 27 | 0,00 | 2 | 0,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 138 | −9,80 | 11 | −9,09 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 126 740 | −5,63 | 10 410 | −2,34 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 15 426 | 8,86 | 1 267 | 12,72 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 3 980 | 0,00 | 327 | 3,49 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 379 | 162,78 | 606 | 172,97 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 5 461 | −5,26 | 449 | −1,97 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 540 | −1,32 | 619 | 2,15 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 246 | 0,00 | 20 | 5,26 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 15 378 | −1,14 | 1 263 | 2,35 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5 302 | 436 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12 692 | 1 043 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 049 861 | 1,44 | 86 236 | 4,98 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 480 | −18,19 | 861 | −15,35 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2 646 | −10,76 | 217 | −7,66 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 972 | 0,46 | 326 | 4,15 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 6 294 | 0,06 | 517 | 3,61 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5 085 | 418 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 6 461 | 0,00 | 513 | 1,99 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 437 | −15,96 | 114 | −14,29 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 2 675 | −54,71 | 220 | −53,21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 352 065 | −8,34 | 28 919 | −5,14 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 996 | 0,00 | 82 | 2,53 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 133 991 | −2,13 | 11 180 | 2,89 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 13 597 | 0,00 | 1 117 | 3,43 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 6 608 | 0,00 | 543 | 3,44 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2 911 | −7,65 | 245 | 1,24 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 314 980 | 0,55 | 25 872 | 4,06 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 3 062 | 0,00 | 252 | 3,29 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 4 798 | 0,38 | 394 | 3,96 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2 610 | 603,50 | 214 | 637,93 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 250 | 0,56 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3 275 | 16,96 | 269 | 21,17 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5 054 | 0,20 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 11 700 | 0,00 | 961 | 3,56 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 17 420 | 0,00 | 1 431 | 3,47 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 2 000 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7 929 | 0,72 | 651 | 4,33 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 2 557 | −16,03 | 210 | −12,86 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 412 192 | 2,02 | 115 997 | 5,58 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 617 | 4,73 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 191 467 | −0,21 | 15 727 | 3,28 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 16 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3 152 | −1,56 | 259 | 1,57 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 168 | 0,00 | 178 | 3,49 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 14 180 | 0,00 | 1 165 | 3,47 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 3 280 | 0,00 | 269 | 3,46 | ||||
| 2025-04-30 | 13F | Seamount Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 31 353 | 0,00 | 2 575 | 3,50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 157 | 0,10 | 259 | 3,60 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 388 221 | −0,54 | 31 889 | 2,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 618 | 133 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 18 572 | −0,16 | 1 525 | 3,32 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 506 | 0,00 | 288 | 3,24 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 10 000 | 0,00 | 821 | 3,53 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 74 593 | 530,11 | 6 127 | 552,50 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 688 | 303 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 500 | 0,00 | 124 | 5,08 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 54 431 | 6,34 | 4 471 | 10,04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4 807 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3 058 | −61,46 | 251 | −60,10 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 22 260 | −2,62 | 1 828 | 0,77 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 23 837 | −0,62 | 1 958 | 2,89 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5 453 | 81,77 | 448 | 87,82 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 566 005 | 0,23 | 46 491 | 3,72 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 600 370 | 11,48 | 49 310 | 15,38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 45 497 | −1,91 | 3 737 | 1,52 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5 400 | −63,51 | 444 | −62,27 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 5 329 | 0,00 | 438 | 3,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 558 | 14,21 | 1 032 | 18,23 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3 104 | −2,94 | 255 | 0,40 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 19 886 | 0,56 | 1 633 | 4,08 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 16 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 999 | 0,00 | 411 | 3,54 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 9 880 | −1,22 | 812 | 2,27 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 59 923 | −1,25 | 4 922 | 2,20 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 186 196 | 13,53 | 15 294 | 17,49 | ||||
| 2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 4 800 | 0,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 44 | 0,00 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30 778 | −6,32 | 2 529 | −3,03 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5 458 | 0,00 | 448 | 3,46 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 31 153 | 0,00 | 2 559 | 3,48 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 670 | 0,00 | 55 | 3,77 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 922 | −0,79 | 404 | 2,80 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7 782 | −14,88 | 639 | −11,86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5 412 | 3,80 | 445 | 7,51 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 59 867 | −12,88 | 4 917 | −9,83 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4 269 | 1,31 | 351 | 4,79 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 51 237 | 0,00 | 4 209 | 3,49 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 26 075 | 0,00 | 2 142 | 3,48 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9 130 | 750 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 3 510 | 0,00 | 288 | 3,60 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 636 | 0,00 | 52 | 6,12 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 495 | 41 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 190 803 | 5,11 | 15 660 | 8,70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 166 299 | 5,73 | 13 660 | 9,42 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 28 554 | −1,77 | 2 345 | 1,65 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 104 | 9 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 2 451 | 201 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 326 362 | 2,16 | 26 807 | 5,73 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 21 852 | −0,94 | 1 795 | 2,51 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 546 | 12,84 | 456 | 16,67 | ||||
| 2025-07-18 | 13F | Vicus Capital | 3 264 | 0,09 | 268 | 3,88 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 410 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 2 714 | 0,00 | 223 | 3,26 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 3 122 | 0,00 | 256 | 3,64 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 440 | 0,00 | 36 | 5,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 651 998 | 9,13 | 53 555 | 12,94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 552 | 0,26 | 127 | 4,10 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 171 | 0,00 | 14 | 7,69 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 3 750 | 0,00 | 308 | 3,70 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 436 | 0,69 | 36 | 2,94 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 633 518 | −26,66 | 52 | −23,53 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3 013 | −8,86 | 247 | −3,89 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 3 487 | 0,00 | 286 | 3,62 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 16 168 | 0,53 | 1 328 | 4,08 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 426 | 0,00 | 117 | 3,54 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 175 498 | −3,13 | 14 415 | 0,25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 47 079 | 24,31 | 3 867 | 28,69 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 5 800 | 0,00 | 476 | 3,48 | ||||
| 2025-05-30 | NP | DON - WisdomTree U.S. MidCap Dividend Fund N/A | 48 433 | 163,91 | 3 844 | 166,76 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1 174 639 | 13,42 | 96 485 | 17,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 167 724 | 5,56 | 13 777 | 9,24 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7 635 | 627 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 900 | 0,00 | 74 | 2,82 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 105 | −84,81 | 666 | −84,29 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 215 | 0,47 | 18 | 6,25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 112 | −10,83 | 255 | −7,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 684 862 | 2,13 | 56 255 | 5,69 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 723 | 5,09 | 59 | 9,26 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 213 427 | −2,81 | 17 531 | 0,58 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 960 | 122,73 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3 079 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3 820 | 0,00 | 314 | 3,30 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 344 | 0,09 | 451 | 11,11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 903 | 0,11 | 74 | 4,23 |
Other Listings
| MX:DLN |
