Grundläggande statistik
| Institutionella ägare | 433 total, 433 long only, 0 short only, 0 long/short - change of −1,81% MRQ |
| Genomsnittlig portföljallokering | 0.2608 % - change of −8,26% MRQ |
| Institutionella aktier (lång) | 41 680 583 (ex 13D/G) - change of 0,14MM shares 0,33% MRQ |
| Institutionellt värde (lång) | $ 1 993 596 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund (US:DON) har 433 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 41,680,583 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Linscomb & Williams, Inc., UBS Group AG, Creative Planning, Ameriprise Financial Inc, Raymond James Financial Inc, Jones Financial Companies Lllp, and HighTower Advisors, LLC .
WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund (ARCA:DON) 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 16, 2025 is 52,35 / share. Previously, on September 17, 2024, the share price was 50,23 / share. This represents an increase of 4,22% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 222 | 0,00 | 11 | 10,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36 751 | −7,08 | 1 904 | 0,37 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 470 660 | −2,95 | 23 589 | −1,77 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1 050 | 0,00 | 53 | 1,96 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 385 | 19 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9 243 | −17,66 | 463 | −19,06 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 5 431 | 10,03 | 272 | 11,48 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 29 123 | 0,10 | 1 460 | 1,32 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 358 | 0,28 | 18 | 0,00 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 11 805 | 0,00 | 592 | 1,20 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4 789 | −0,17 | 240 | 1,27 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 55 296 | −6,43 | 2 771 | −5,30 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 1 831 348 | 0,62 | 91 787 | 1,84 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 9 976 | 54,24 | 324 | 1,25 | ||||
| 2025-07-18 | 13F | Vicus Capital | 17 592 | 13,55 | 882 | 14,86 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 53 036 | −2,04 | 2 658 | −0,86 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 39 147 | 7,88 | 1 962 | 9,24 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 91 345 | 5,09 | 4 578 | 6,37 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 163 539 | 6,56 | 8 | 14,29 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 529 675 | −0,74 | 26 547 | 0,47 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 355 | 0,00 | 18 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 29 876 | 3,59 | 1 497 | 4,83 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 65 765 | −3,11 | 3 296 | −1,93 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 7 109 | −15,18 | 356 | −14,22 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 390 289 | 19 561 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 53 733 | −10,45 | 2 693 | −9,36 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 4 239 | 0,26 | 212 | 1,44 | ||||
| 2025-04-28 | 13F | Coastline Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 334 530 | 2,37 | 16 716 | 3,30 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6 357 | −3,23 | 319 | −2,15 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5 600 | 0,21 | 281 | 1,45 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 5 139 | 0,00 | 258 | 1,18 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 11 765 | 1,04 | 590 | 2,26 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 6 919 | 124,72 | 347 | 127,63 | ||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 10 593 | −0,94 | 531 | 0,19 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 93 319 | 0,22 | 4 677 | 1,43 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5 958 | 3,58 | 299 | 4,93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 231 864 | 12,44 | 12 | 10,00 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 8 161 | 0,00 | 409 | 1,24 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 3 716 | 186 | ||||||
| 2025-08-11 | 13F | Berkeley, Inc | 7 155 | 0,00 | 359 | 1,13 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 274 | 0,00 | 114 | 0,89 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 8 325 | 0,46 | 417 | 1,71 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 14 960 | −12,19 | 750 | −11,15 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 165 549 | −1,44 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 40 562 | 2,08 | 2 033 | 3,30 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12 340 | −0,28 | 618 | 0,98 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 530 | 0,00 | 27 | 0,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 36 322 | 14,67 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 231 520 | 0,33 | 11 604 | 1,55 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13 219 | 663 | ||||||
| 2025-04-23 | 13F | RAM Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 65 375 | 20,42 | 3 294 | 22,27 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 740 | 0,00 | 37 | 2,78 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 279 484 | 4,42 | 14 008 | 5,68 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 64 340 | −0,60 | 3 225 | 0,59 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 857 397 | 5,23 | 243 453 | 6,51 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 66 616 | 5,63 | 3 339 | 6,92 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 307 | 0,00 | 66 | 1,56 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 104 | 5 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 58 980 | −6,32 | 2 956 | −5,17 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 39 532 | −0,15 | 1 981 | 1,07 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 145 258 | 0,85 | 7 280 | 2,08 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6 081 | −11,52 | 305 | −10,59 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 104 718 | −6,22 | 5 248 | −5,08 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 22 792 | 13,34 | 1 142 | 14,77 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 99 | 312,50 | 5 | 300,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 99 770 | −2,54 | 5 084 | 0,06 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 5 628 | −67,54 | 282 | −67,13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 314 509 | 0,66 | 15 763 | 1,88 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 237 086 | 51,37 | 11 883 | 62,63 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 172 | −29,80 | 9 | −33,33 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 15 088 | 1,27 | 756 | 2,58 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 552 | 0,00 | 28 | 0,00 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 69 765 | −0,51 | 3 497 | 0,69 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 6 245 | −17,33 | 313 | −16,58 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1 492 | 0,00 | 75 | 1,37 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 589 | −16,45 | 30 | −14,71 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 228 361 | 1,70 | 11 445 | 2,93 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 20 447 | −4,67 | 1 025 | −3,58 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 4 118 | 0,66 | 206 | 1,98 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8 478 | 0,00 | 425 | 1,19 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 547 | −6,24 | 178 | −5,35 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 6 808 | −0,71 | 341 | 0,59 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 39 | 2 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5 542 | 278 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 17 052 | −2,29 | 855 | −1,16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 023 | −15,68 | 402 | −14,65 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 4 484 | 225 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 4 255 | −67,12 | 213 | −66,72 | ||||
| 2025-08-06 | 13F | Simmons Bank | 19 454 | −9,22 | 975 | −8,11 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 106 909 | 2,22 | 5 358 | 3,46 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 12 400 | −90,75 | 621 | −90,65 | ||||
| 2025-08-14 | 13F | Betterment LLC | 14 198 | 7,67 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 30 043 | 18,10 | 1 506 | 19,54 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 27 019 | −0,23 | 1 354 | 0,97 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 332 | 0,67 | 217 | 1,88 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 25 227 | 0,80 | 1 264 | 2,02 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6 587 | −3,83 | 330 | −2,65 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 7 248 | 8,29 | 363 | 9,67 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 41 629 | 13,50 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 450 | 0,00 | 23 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32 674 | 21,71 | 1 638 | 23,18 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 024 | 0,00 | 252 | 1,21 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 9 265 | 0,68 | 464 | 1,98 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 44 141 | −0,85 | 2 270 | 2,95 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 188 | 0,53 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 20 559 | 0,09 | 1 043 | 2,46 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 13 541 | 0,00 | 679 | 1,19 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 822 | 0,00 | 41 | 2,50 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 320 | 162,30 | 16 | 166,67 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 237 086 | 1,75 | 11 883 | 2,98 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 807 | 6,51 | 241 | 7,62 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5 383 | 9,59 | 270 | 10,70 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 29 835 | 0,93 | 1 495 | 2,19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 92 490 | −1,00 | 5 | 0,00 | ||||
| 2025-04-23 | 13F | Perigon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 7 361 | −9,25 | 369 | −8,23 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 37 | 2 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 788 181 | 10,89 | 89 624 | 12,23 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 69 | 15,00 | 0 | |||||
| 2025-07-15 | 13F | IMS Capital Management | 23 735 | −0,42 | 1 190 | 0,76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10 015 | −5,29 | 1 | |||||
| 2025-07-14 | 13F/A | Seek First Inc. | 7 028 | 0,67 | 352 | 2,03 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 24 666 | 330,40 | 1 236 | 336,75 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 54 885 | −2,08 | 2 751 | −0,90 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 16 903 | −61,67 | 847 | −61,20 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5 091 | 29,11 | 255 | 50,00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 41 340 | 3,34 | 2 072 | 4,60 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 95 816 | −24,29 | 5 | −33,33 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 15 396 | 1,34 | 770 | 5,05 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 51 428 | 0,00 | 2 578 | 1,22 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 33 816 | 0,04 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 16 034 | 0,00 | 804 | 1,13 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 14 504 | −0,62 | 727 | 0,55 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 15 280 | 0,00 | 766 | 1,19 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 355 | 0,00 | 18 | −5,56 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 48 362 | −8,66 | 2 424 | −7,59 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 20 | −53,49 | 1 | −100,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 32 207 | −8,54 | 1 614 | −7,40 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 120 882 | −11,12 | 6 059 | −10,05 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6 663 | 7,29 | 334 | 8,47 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 9 630 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 6 032 | 0,00 | 302 | 1,34 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 | 0 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 41 741 | −4,69 | 2 092 | −3,51 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 91 672 | −1,73 | 4 595 | −0,54 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 36 304 | −23,40 | 1 820 | −22,46 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 4 184 | 0,00 | 210 | 0,97 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 9 435 | −0,54 | 473 | 0,64 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 11 584 | 0,05 | 581 | 1,22 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 24 795 | 0,00 | 1 243 | 1,22 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 135 | 0,00 | 7 | 0,00 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 90 445 | −2,11 | 4 533 | −0,92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11 526 | −78,18 | 578 | −77,93 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 266 789 | 2,40 | 13 371 | 3,64 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 413 | 4,05 | 71 | 4,48 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 46 073 | 0,74 | 2 309 | 1,99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 132 004 | 2,62 | 7 | 0,00 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 21 676 | −1,13 | 1 086 | 0,09 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 10 370 | 0,00 | 520 | 1,17 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 28 520 | 0,07 | 1 429 | 1,28 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 316 | 0,64 | 16 | −6,25 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 426 | 0,00 | 21 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 12 943 | 9,26 | 649 | 15,51 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 91 069 | 12,46 | 4 564 | 13,82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 374 159 | −3,39 | 118 993 | −2,22 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 4 775 | 0,53 | 239 | 1,70 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 39 129 | 16,37 | 1 961 | 17,78 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 672 | 0,00 | 544 | 2,84 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 24 158 | 8,87 | 1 211 | 10,20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 088 134 | 75,16 | 54 379 | 78,02 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 269 680 | 2,98 | 13 516 | 4,23 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 4 200 | 0,00 | 210 | 1,45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 687 | −12,75 | 385 | −11,70 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 3 534 | 0,00 | 177 | 1,14 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 10 545 | 0,00 | 529 | 1,15 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 375 500 | −9,22 | 68 946 | −8,19 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 5 556 | 1,76 | 278 | 2,96 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 220 | 52,12 | 863 | 54,11 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 311 553 | −1,13 | 15 615 | 0,07 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 25 923 | −3,54 | 1 299 | −2,33 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 38 258 | −0,10 | 1 917 | 1,11 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 8 221 | 0,00 | 412 | 1,23 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 8 318 | 0,00 | 417 | 1,22 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 708 | −0,78 | 336 | 0,60 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 5 012 | −4,90 | 251 | −3,46 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4 213 | 211 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 52 | 23,81 | 3 | 0,00 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 110 684 | 1,96 | 5 547 | 3,20 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 142 016 | 2,73 | 7 118 | 3,97 | ||||
| 2025-05-15 | 13F | Promethium Advisors,llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 873 | 814,74 | 445 | 806,12 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 127 273 | −0,61 | 56 499 | 0,59 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 067 | −37,23 | 103 | −36,02 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5 692 | −7,66 | 285 | −6,56 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 50 397 | −1,63 | 2 526 | −0,47 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 166 | 0,00 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 24 335 | 1 220 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6 | −68,42 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 6 442 | −1,54 | 323 | −0,62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 15 535 | 33,52 | 779 | 35,07 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 17 548 | 5,15 | 879 | 6,42 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 271 347 | 11,47 | 13 600 | 12,82 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 15 524 | −16,71 | 778 | −15,62 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 857 | 0,12 | 43 | 0,00 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 1 317 | −98,01 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 40 032 | −2,42 | 2 006 | −1,23 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 46 976 | −11,06 | 2 354 | −9,98 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 46 043 | 2 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 4 428 | 0,00 | 222 | 0,91 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 62 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 71 | 0,00 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 14 265 | −15,79 | 715 | −14,80 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 20 286 | −1,90 | 1 017 | −0,68 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4 521 | 0,02 | 227 | 1,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 372 107 | −7,74 | 18 653 | −6,63 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Willner & Heller, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 319 | 1,59 | 16 | 0,00 | ||||
| 2025-08-29 | NP | EZM - WisdomTree U.S. MidCap Fund N/A | 18 832 | −56,97 | 944 | −56,48 | ||||
| 2025-08-29 | NP | DES - WisdomTree U.S. SmallCap Dividend Fund N/A | 3 707 | −94,47 | 186 | −94,42 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 14 933 | −12,48 | 748 | −11,37 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 29 073 | 2,18 | 1 457 | 3,48 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 1 025 | 0,00 | 51 | 2,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 51 554 | 18,18 | 2 584 | 19,58 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 277 530 | −2,04 | 13 910 | −0,86 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 551 | 1,59 | 378 | 2,72 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 339 307 | 1,95 | 17 006 | 3,19 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 003 | −1,57 | 50 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 407 198 | 8,63 | 20 444 | 11,01 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5 652 | 0,68 | 283 | 2,17 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 88 078 | −33,02 | 4 414 | −32,22 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 17 152 | −1,44 | 860 | −0,23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 106 535 | 0,71 | 5 340 | 1,93 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 19 444 | −10,64 | 975 | −9,56 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 88 710 | −4,24 | 4 446 | −3,07 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 433 008 | −17,58 | 21 443 | −19,92 | ||||
| 2025-04-14 | 13F | Clarity Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 20 323 | 20,15 | 1 019 | 21,62 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 78 330 | 111,85 | 3 926 | 114,36 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 190 705 | 4,25 | 9 558 | 5,52 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 26 221 | −1,72 | 1 314 | −0,53 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 69 818 | 0,27 | 3 499 | 1,51 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 200 | 10 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 266 | 0,00 | 13 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 199 | 0,00 | 110 | 1,85 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 65 984 | −0,69 | 3 307 | 0,52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 431 | −3,46 | 172 | −2,29 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 372 555 | −4,55 | 18 672 | −3,39 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4 529 | 1,52 | 227 | 3,18 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 2 550 | 0,00 | 128 | 0,79 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 12 140 | −4,48 | 608 | −3,34 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 29 227 | −0,06 | 1 465 | 1,10 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10 482 | −39,41 | 525 | −39,38 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 11 084 | 7,56 | 555 | 8,82 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 148 454 | 2,31 | 7 440 | 3,55 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 22 986 | −14,89 | 1 152 | −13,84 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 5 326 | 0,00 | 267 | 1,14 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 109 376 | −5,33 | 5 482 | −4,20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 54 394 | −22,23 | 2 726 | −21,28 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 20 374 | 3,18 | 1 021 | 4,50 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 599 | 0,63 | 80 | 2,56 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 33 | 2 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 313 | 216 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 7 530 | −38,49 | 377 | −37,79 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 380 | 5,79 | 320 | 7,05 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 107 | 5 | ||||||
| 2025-07-09 | 13F | Bank of New Hampshire | 30 | 0,00 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 101 306 | −0,57 | 5 077 | 0,63 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 69 228 | 3 470 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 21 546 | −2,78 | 1 080 | −1,64 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 41 690 | 6,39 | 2 090 | 4,61 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 10 050 | 0,00 | 504 | 1,21 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 16 032 | 0,39 | 804 | 1,65 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 43 391 | −2,56 | 2 175 | −1,41 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 60 011 | −3,39 | 3 008 | −2,21 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 7 069 | 7,30 | 354 | 8,59 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 21 | 0,00 | 1 | 0,00 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 5 600 | 0,00 | 281 | 1,08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 27 323 | 0,76 | 1 369 | 2,01 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 44 325 | 14,80 | 2 258 | 14,85 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 116 780 | 3,01 | 5 853 | 4,26 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4 832 | −6,12 | 242 | −4,72 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 37 555 | −21,66 | 1 882 | −20,69 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 76 255 | 5,17 | 3 822 | 6,43 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 7 670 | 384 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 28 288 | 93,50 | 1 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 222 102 | 21,73 | 11 132 | 23,21 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 37 644 | 15,00 | 1 944 | 34,37 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 123 149 | 12,46 | 6 172 | 13,83 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 1 007 | 0,00 | 50 | 2,04 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 117 650 | −2,98 | 5 897 | −1,80 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Well Done, LLC | 41 788 | −0,16 | 2 094 | −1,83 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 39 | 0,00 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 735 | 25,96 | 287 | 27,56 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 855 | −46,79 | 93 | −46,51 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 4 464 | 0,00 | 224 | 0,90 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 017 686 | 0,62 | 101 126 | 1,84 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21 527 | 35,24 | 1 079 | 36,80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 36 774 | 6,50 | 1 843 | 8,60 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22 477 | 0,79 | 1 127 | 1,99 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 38 116 | 0,67 | 1 910 | 1,92 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 260 364 | 2,59 | 13 049 | 3,83 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 4 484 | −7,66 | 225 | −6,67 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9 619 | 0,39 | 482 | 1,69 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 381 | −32,57 | 19 | −29,63 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 17 070 | 3,25 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 472 | −2,96 | 274 | −1,79 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 8 084 | −7,39 | 405 | −6,25 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 100 | −44,75 | 5 | −55,56 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 85 | 0,00 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 058 | −4,15 | 454 | −3,00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 548 | 0,00 | 27 | 0,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16 836 | 0,00 | 844 | 1,20 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 238 | 0,00 | 12 | 0,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 7 564 | −0,50 | 379 | 0,80 | ||||
| 2025-07-31 | 13F | United Community Bank | 311 | 0,00 | 16 | 0,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 53 807 | −7,01 | 2 697 | −5,90 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 754 | 0,67 | 38 | 0,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 21 645 | −3,10 | 1 085 | −1,99 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 25 296 | 0,00 | 1 268 | 1,20 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 79 629 | −1,28 | 3 991 | −0,08 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 30 615 | 7,06 | 1 534 | 8,33 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5 744 | 0,00 | 288 | 1,06 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 747 | 2,46 | 238 | 3,49 | ||||
| 2025-04-16 | 13F | Farrell Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 206 | 10 | ||||||
| 2025-07-24 | 13F | West Bancorporation Inc | 7 281 | −6,43 | 365 | −5,45 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 232 438 | 0,31 | 12 001 | 4,58 | ||||
| 2025-07-14 | 13F | Friday Financial | 7 004 | 0,00 | 351 | 0,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 5 369 | 9,30 | 269 | 10,70 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 651 | 21,08 | 484 | 22,59 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 17 251 | 0,00 | 865 | 1,17 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 225 | 0,90 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 1 517 613 | −0,70 | 76 063 | 0,50 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21 278 | 4,13 | 1 066 | 5,44 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 132 870 | 0,30 | 6 659 | 1,52 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4 339 | 217 | ||||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 94 | 0,00 | 5 | 0,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 496 979 | 1,80 | 24 909 | 3,03 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 20 794 | −2,76 | 1 042 | −1,51 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 82 247 | 1,81 | 4 122 | 3,05 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 67 044 | −5,27 | 3 360 | −4,11 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 22 250 | −1,08 | 1 115 | 0,18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 753 | −2,38 | 389 | −1,27 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 19 443 | −0,65 | 974 | 0,52 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6 119 | −2,64 | 307 | −1,61 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 107 886 | −24,98 | 5 407 | −24,07 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 26 | 0,00 | 1 | 0,00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 5 231 | −2,22 | 262 | −0,76 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 7 000 | 351 | ||||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 9 438 | −3,23 | 473 | −1,87 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24 158 | 5,38 | 1 211 | 6,61 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 048 | 0,38 | 554 | 1,47 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4 211 | 211 | ||||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 19 457 | −9,85 | 975 | −8,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21 380 | 26,55 | 1 072 | 28,11 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5 676 | 0,00 | 284 | 1,07 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 15 611 | −23,69 | 782 | −22,80 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8 683 | −0,73 | 435 | 0,46 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 28 251 | −8,43 | 1 416 | −7,33 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 174 349 | 4,39 | 9 002 | 8,84 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 851 | 0,00 | 42 | −2,33 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 767 | 0,00 | 89 | 1,15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10 224 | 68,02 | 512 | 70,10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 015 | 328,27 | 51 | 354,55 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 1 599 | 0,00 | 82 | 0,00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 24 044 | 3,75 | 1 205 | 5,06 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 560 473 | −27,41 | 28 091 | −26,52 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 93 084 | −3,07 | 4 665 | −1,89 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 77 844 | −4,16 | 3 902 | −3,01 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 560 364 | 8,88 | 28 085 | 10,20 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 5 043 | 1,06 | 253 | 2,02 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 162 | 0,00 | 8 | 0,00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 44 573 | −2,26 | 2 234 | −1,06 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 000 | 50 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 12 503 | 1,63 | 627 | 2,79 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 3 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 522 008 | 4,58 | 26 163 | 5,85 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 9 157 | −8,94 | 459 | −7,85 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 6 081 | 305 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 839 | 529,11 | 443 | 542,03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11 339 | −82,98 | 584 | −82,29 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 5 790 | 0,52 | 290 | 1,75 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 53 961 | 7,31 | 2 705 | 8,59 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 14 803 | −0,49 | 1 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 30 801 | 1,86 | 1 544 | 3,07 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 29 525 | 12,33 | 1 480 | 13,68 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 359 764 | 6,93 | 18 031 | 8,22 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 4 257 | 0,00 | 213 | 3,40 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 176 | 0,00 | 9 | 0,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 159 | 22,31 | 8 | 16,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 376 878 | 3,80 | 18 889 | 5,06 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 235 | 0,00 | 12 | 0,00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3 679 | −75,90 | 184 | −75,66 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 185 | 0,00 | 59 | 1,72 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 40 287 | 0,00 | 2 019 | 1,20 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 4 449 | −0,47 | 223 | 0,45 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 28 818 | −5,19 | 1 444 | −4,05 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 22 469 | −2,47 | 1 126 | −1,23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 009 360 | 2,49 | 50 589 | 3,74 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 300 | −54,55 | 15 | −53,12 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 450 491 | −0,45 | 22 579 | 0,75 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 53 561 | 3,79 | 2 684 | 5,05 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 4 676 | 0,00 | 234 | 0,86 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 4 385 | 7,74 | 220 | 8,96 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 11 871 | 0,00 | 595 | 1,19 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 38 519 | −3,18 | 1 931 | −2,03 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 22 925 | −1,63 | 1 149 | −0,43 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 526 | 0,00 | 26 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8 744 | 0,58 | 438 | 1,86 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 89 519 | 1,74 | 4 487 | 2,96 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8 266 | 414 | ||||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 31 204 | 10,00 | 1 564 | 11,32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 750 263 | −11,69 | 38 | −11,90 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 11 449 | 4,21 | 574 | 5,33 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 34 486 | 10,70 | 1 728 | 12,06 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 130 223 | 1,85 | 6 527 | 3,08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 983 080 | −5,74 | 49 272 | −4,60 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 77 139 | −2,06 | 3 866 | −0,87 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 19 286 | 0,11 | 967 | 1,36 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 110 247 | −40,99 | 5 526 | −40,28 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18 264 | −1,24 | 915 | 0,00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 18 501 | −10,52 | 927 | −9,38 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33 872 | −14,56 | 1 698 | −13,51 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10 370 | −18,46 | 520 | −17,49 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 111 333 | 13,39 | 5 580 | 14,75 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6 060 | 0,05 | 304 | 1,34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 201 613 | −1,90 | 10 105 | −0,71 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 237 | 12 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 679 | −30,50 | 34 | −29,17 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 4 498 | 0,69 | 225 | 1,81 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 58 838 | 2 949 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 513 | −3,02 | 26 | −3,85 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 425 | 0,00 | 21 | 0,00 | ||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 930 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 14 418 | 0,00 | 714 | 0,00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 69 | 3 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 40 063 | 25,06 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 040 | 0,42 | 253 | 1,61 |
Other Listings
| MX:DON |
