Grundläggande statistik
| Institutionella ägare | 1317 total, 1313 long only, 1 short only, 3 long/short - change of −0,45% MRQ |
| Genomsnittlig portföljallokering | 0.2839 % - change of −11,42% MRQ |
| Institutionella aktier (lång) | 72 082 137 (ex 13D/G) - change of 2,83MM shares 4,08% MRQ |
| Institutionellt värde (lång) | $ 8 911 459 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Select Dividend ETF (US:DVY) har 1317 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 72,082,137 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Pnc Financial Services Group, Inc., Northern Trust Corp, Royal Bank Of Canada, Laurel Wealth Advisors LLC, Bank of New York Mellon Corp, LPL Financial LLC, and Envestnet Asset Management Inc .
iShares Trust - iShares Select Dividend ETF (NasdaqGM:DVY) 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 12, 2025 is 141,93 / share. Previously, on September 13, 2024, the share price was 133,64 / share. This represents an increase of 6,20% 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.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 2 708 | −3,35 | 360 | −4,52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 51 959 | 8,97 | 7 | 0,00 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 13 634 | 0,06 | 1 811 | −1,04 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 16 207 | −4,01 | 2 153 | −5,07 | ||||
| 2025-04-25 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2 734 | 0,00 | 363 | −1,09 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10 921 | −0,86 | 1 450 | −1,96 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 455 | −1,25 | 326 | −2,10 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 594 | −18,05 | 212 | −19,16 | ||||
| 2025-06-30 | NP | CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares | 2 850 | 366 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 9 620 | 0,95 | 1 278 | −0,16 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 27 374 | −0,57 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 2 137 | −5,02 | 284 | −6,29 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 1 975 | 0,00 | 262 | −1,13 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 3 492 | 0,00 | 464 | −1,07 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 152 | −16,48 | 20 | −16,67 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 1 655 | 0,30 | 220 | −0,90 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 10 | 0,00 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 051 | −0,47 | 936 | −1,58 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2 708 | 10,76 | 360 | 9,45 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 2 619 | 0,04 | 348 | −1,14 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 1 623 | 0,81 | 216 | −0,46 | ||||
| 2025-08-01 | 13F | First National Trust Co | 8 211 | −3,98 | 1 091 | −5,05 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 17 701 | −17,58 | 2 351 | −18,52 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 7 651 | 42,26 | 1 016 | 40,72 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 118 558 | −41,58 | 15 746 | −42,23 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 827 204 | −0,58 | 242 671 | −1,68 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 2 209 | 0,00 | 299 | 1,01 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 98 504 | 1,50 | 13 228 | 3,82 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 2 165 | −15,26 | 288 | −16,33 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 94 912 | −0,83 | 12 605 | −1,92 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 488 | −1,35 | 330 | −2,37 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 14 047 | −11,32 | 1 866 | −12,32 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 235 | 25,56 | 297 | 23,85 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 43 846 | 8,65 | 5 823 | 7,46 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 11 185 | 0,69 | 1 486 | −0,40 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 263 | 0,00 | 168 | −1,18 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4 098 | 0,81 | 544 | −0,18 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 209 165 | 4,45 | 28 582 | 6,29 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 24 543 | 52,78 | 3 260 | 51,09 | ||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 16 815 | 0,00 | 2 233 | −1,11 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 4 264 | 0,00 | 566 | −1,05 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 4 948 | −0,90 | 657 | −1,94 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 7 043 | 0,00 | 935 | −1,06 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 16 288 | 161,57 | 2 138 | 155,74 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1 739 | −7,01 | 231 | −8,37 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 1 955 | 0,93 | 262 | 4,82 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 2 087 | 0,00 | 277 | −1,07 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 4 369 | 0,00 | 580 | −1,02 | ||||
| 2025-07-08 | 13F | Quintet Private Bank (Europe) S.A. | 100 | 0,00 | 13 | 0,00 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 3 432 | 0,00 | 456 | −1,09 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 7 815 | 32,12 | 1 049 | 35,18 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 120 | 16 | ||||||
| 2025-08-14 | 13F | Rodgers Brothers Inc. | 2 422 | 0,00 | 322 | −1,23 | ||||
| 2025-05-07 | 13F | Resolute Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 61 821 | −1,52 | 8 211 | −2,60 | ||||
| 2025-08-12 | 13F | Camden National Bank | 3 702 | −3,14 | 492 | −4,29 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 15 863 | 0,03 | 2 107 | −1,08 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 500 | 0,00 | 199 | −1,00 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 2 894 | −5,52 | 384 | −6,57 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 540 | −8,88 | 205 | −9,73 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 211 111 | −1,56 | 28 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2 041 | 0,10 | 271 | −0,73 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 5 581 | 0,00 | 741 | −1,07 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 6 550 | 0,00 | 870 | −1,14 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 11 298 | 0,00 | 1 500 | −1,12 | ||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 9 975 | 0,00 | 1 325 | −1,12 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 13 432 | 22,09 | 1 784 | 20,72 | ||||
| 2025-08-11 | 13F | Anb Bank | 4 174 | −1,46 | 554 | −2,46 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 204 864 | 0,29 | 27 211 | −0,80 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 469 | 0,43 | 62 | 0,00 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 32 713 | 2,34 | 4 345 | 1,21 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 161 | 0,62 | 21 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 060 605 | 34,45 | 406 479 | 32,96 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 5 337 | −3,51 | 709 | −4,58 | ||||
| 2025-07-17 | 13F | Cairn Investment Group, Inc. | 1 742 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 2 453 | −0,89 | 326 | −2,11 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 67 798 | −9,74 | 9 004 | −10,74 | ||||
| 2025-07-21 | 13F | Flagship Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 889 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 14 488 | 0,00 | 1 924 | −1,08 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 2 508 | 0,00 | 333 | −0,89 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 98 | 0,00 | 13 | 0,00 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 4 495 | 37,25 | 597 | 35,76 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 1 692 | −2,03 | 225 | −3,03 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 179 | 31,88 | 157 | 30,00 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 1 594 | 0,69 | 212 | −0,47 | ||||
| 2025-05-09 | 13F | Performa Ltd (US), LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 376 | 3,01 | 50 | 0,00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 3 012 | 10,98 | 400 | 9,89 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 3 543 | −0,14 | 471 | −1,26 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 30 425 | 3,86 | 4 041 | 2,72 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 1 196 | 0,00 | 159 | −1,25 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 7 100 | 91,89 | 943 | 89,92 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 7 100 | 91,89 | 943 | 89,92 | |||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 1 698 | 0,00 | 226 | −1,32 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 311 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 1 388 | 0,00 | 184 | −1,08 | ||||
| 2025-04-15 | 13F | Ibex Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 38 710 | 0,00 | 5 141 | −1,10 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 2 000 | 0,00 | 266 | −1,12 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 7 258 | −4,01 | 964 | −5,12 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 8 978 | 6,05 | 1 192 | 4,93 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 1 574 | 2,81 | 209 | 1,46 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 1 870 | −41,91 | 248 | −38,92 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 450 | 0,00 | 60 | −1,67 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 3 275 | −4,18 | 435 | −5,45 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 4 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4 755 | 0,00 | 632 | 1,12 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 1 519 | 0,00 | 202 | −0,99 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 1 889 | 0,96 | 251 | −0,40 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | IFC Advisors LLC | 19 151 | −0,09 | 2 543 | −1,20 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 1 180 | 0,00 | 157 | −1,27 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 2 701 | −28,94 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 5 842 | 0,07 | 776 | −1,02 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 121 224 | 4,05 | 16 100 | 2,90 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 4 036 | 7,48 | 536 | 6,35 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 12 843 | −3,54 | 1 706 | −4,59 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 466 | −2,83 | 593 | −3,89 | ||||
| 2025-08-13 | 13F | Diametric Capital, LP | 16 138 | 2 143 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 1 729 | 0,00 | 230 | −1,29 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 115 | 0,00 | 15 | 0,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 21 188 | −1,78 | 2 814 | −2,87 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 300 | 0,00 | 40 | −2,50 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2 002 | 24,97 | 266 | 23,26 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 11 396 | −6,14 | 1 514 | −7,18 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 97 783 | −50,24 | 12 987 | −50,79 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4 781 | 14,38 | 635 | 13,01 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 7 049 | 0,00 | 936 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 13 600 | −1,33 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 645 214 | −2,86 | 86 | −4,49 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 140 | 0,00 | 19 | 0,00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 43 065 | 12,15 | 5 719 | 10,92 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 3 825 | 0,00 | 508 | −1,17 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 3 659 | 21,36 | 491 | 24,30 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 1 915 | 0,00 | 254 | −1,17 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 21 357 | 2 836 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 350 | 0,00 | 46 | −2,13 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 145 736 | 0,22 | 19 355 | −0,89 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 15 124 | 2,32 | 2 009 | 1,21 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2 523 | 335 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 534 | 3,64 | 469 | 2,63 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 459 | 82,14 | 61 | 81,82 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 4 545 | 0,00 | 604 | −1,15 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 15 757 | −1,27 | 2 093 | −2,38 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 947 | −0,51 | 391 | −1,51 | ||||
| 2025-05-07 | 13F | Private Management Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 4 610 | 0,00 | 612 | −1,13 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 2 440 | 0,58 | 324 | 3,85 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4 203 | −7,69 | 564 | −5,53 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 57 075 | 6,48 | 8 | 0,00 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 299 320 | 0,39 | 39 753 | −0,72 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 10 165 | −3,79 | 1 350 | −4,87 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5 482 | −30,56 | 736 | −28,96 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 506 | 0,00 | 200 | −0,99 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 5 955 | −19,71 | 791 | −20,68 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 4 469 | 0,00 | 594 | −1,17 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9 629 | 1,03 | 1 279 | −0,08 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 3 373 | 0,00 | 448 | −1,11 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 5 321 | 0,00 | 707 | −1,12 | ||||
| 2025-05-12 | 13F | Measured Wealth Private Client Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 14 355 | −3,61 | 1 906 | −4,65 | ||||
| 2025-07-17 | 13F | City Holding Co | 21 088 | −1,33 | 2 801 | −2,44 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 32 178 | 0,00 | 4 318 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 750 902 | −1,26 | 498 157 | −2,34 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 4 234 | 127,15 | 574 | 144,87 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 19 320 | −1,07 | 2 566 | −2,17 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 12 882 | −19,21 | 1 711 | −20,13 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 2 593 | −2,77 | 344 | −3,91 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Trust Point Inc. | 9 961 | 2,25 | 1 323 | 1,07 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 332 | 0,00 | 177 | −1,12 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 1 575 | −17,11 | 209 | −18,04 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8 848 | −10,64 | 1 175 | −11,59 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10 761 | 0,00 | 1 429 | −1,11 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 1 705 | 0,00 | 226 | −0,88 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 2 210 | 9,41 | 294 | 23,63 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 5 708 | 1,28 | 758 | 0,26 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 11 270 | 8,27 | 1 497 | 7,09 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2 097 | 0,33 | 279 | −0,71 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6 053 | 4,27 | 804 | 3,08 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 176 | 0,00 | 23 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 31 477 | 5,08 | 4 181 | 3,93 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 7 884 | 65,53 | 1 047 | 63,85 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 4 572 | −19,46 | 607 | −20,34 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 1 900 | 0,00 | 252 | −1,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 069 697 | −11,98 | 142 066 | −12,95 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 306 | −10,53 | 41 | −11,11 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 3 572 | 0,00 | 488 | 15,64 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 2 682 | 0,00 | 356 | −1,11 | ||||
| 2025-07-10 | 13F | Umb Bank N A/mo | 2 150 | 0,00 | 289 | 0,00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 15 440 | 1,48 | 2 051 | 0,34 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 371 | 1,09 | 49 | −2,00 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 5 936 | −25,88 | 797 | −24,17 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 413 | 0,00 | 55 | −1,82 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 5 200 | 0,00 | 698 | 0,00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 5 120 | 0,16 | 694 | 6,12 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 3 670 | 0,00 | 487 | −1,02 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 825 | 112,73 | 375 | 110,67 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 675 | 6,36 | 355 | 5,34 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 16 711 | 4,29 | 2 219 | 3,16 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2 609 | 1,12 | 347 | 0,00 | ||||
| 2025-08-14 | 13F | Family Management Corp | 131 | 0,00 | 17 | 0,00 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 7 532 | −0,82 | 1 000 | −1,86 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 6 184 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 1 900 | 0,00 | 252 | −1,18 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 4 670 | −0,87 | 620 | −1,90 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 369 | −1,76 | 1 111 | −2,88 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 7 441 | 0,00 | 1 007 | 0,80 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 261 | 0,00 | 35 | −2,86 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 10 181 | 0,32 | 1 352 | −0,73 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 15 485 | −2,52 | 2 057 | −3,61 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 171 | 23 | ||||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 482 | 0,00 | 64 | 0,00 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 22 031 | −0,51 | 2 926 | −1,61 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 1 270 | −0,78 | 169 | −1,75 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 3 819 | 0,00 | 507 | −0,98 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 10 273 | 0,00 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 2 585 | −2,38 | 343 | −3,38 | ||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 206 | 27 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 25 042 | 0,69 | 3 325 | −0,42 | ||||
| 2025-08-14 | 13F | Comerica Bank | 440 550 | −2,13 | 58 509 | −3,21 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 1 211 | 0,00 | 161 | −1,23 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 9 953 | 0,00 | 1 322 | −1,12 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 6 000 | 0,22 | 797 | −1,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 518 | 69 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 73 | 0,00 | 10 | 0,00 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 3 600 | 0,00 | 478 | −1,04 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 6 087 | 0,08 | 808 | −0,98 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 3 395 | 0,83 | 460 | 1,55 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 17 265 | −8,23 | 2 293 | −9,26 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 5 239 | 3,60 | 696 | 2,36 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 2 700 | 0,00 | 359 | −1,10 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 2 357 | 0,38 | 0 | |||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 8 511 | 0,00 | 1 130 | 1,16 | ||||
| 2025-07-16 | 13F | First American Bank | 2 050 | 0,00 | 272 | −1,09 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 16 309 | 3,04 | 2 166 | 1,88 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 6 435 | −0,37 | 855 | −1,50 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 447 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 9 475 | 0,78 | 1 258 | −0,32 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 1 534 | 0,92 | 204 | −0,49 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 4 054 | 0,77 | 538 | −0,37 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 4 984 | 0,00 | 662 | −1,20 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2 040 | 0,89 | 271 | −0,37 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 632 | −0,06 | 217 | −1,37 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 2 828 | 1,22 | 376 | 0,00 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 7 844 | −0,70 | 1 042 | −1,79 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 697 751 | 5,24 | 225 478 | 4,08 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3 161 | 59,65 | 420 | 56,93 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13 688 | −6,25 | 1 818 | −7,30 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 27 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 217 | −1,07 | 294 | −2,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 649 | 12,42 | 485 | 11,26 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 216 820 | −1,57 | 28 796 | −2,66 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 344 919 | −2,54 | 45 809 | −3,61 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 288 | 38 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2 041 | −37,70 | 271 | −38,27 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 366 | 0,00 | 49 | −2,04 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 28 740 | −5,42 | 3 817 | −6,47 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4 446 | −7,08 | 590 | −8,10 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 3 500 | 0,00 | 465 | −1,28 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 9 168 | 0,39 | 1 218 | −0,73 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 867 | −1,31 | 385 | 1,05 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | United Bank | 2 399 | 0,00 | 319 | −1,24 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 26 | 4,00 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 769 | 12,18 | 235 | 10,90 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 123 | −26,74 | 149 | −27,32 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 144 | 0,00 | 19 | 0,00 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 11 733 | 0,14 | 1 558 | −0,95 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 8 135 | 0,00 | 1 080 | −1,10 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 14 370 | −59,89 | 2 | −75,00 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 8 049 | 27,32 | 1 069 | 25,94 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12 287 | 120,32 | 1 632 | 118,05 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 921 | 7,81 | 1 052 | 6,59 | ||||
| 2025-08-08 | 13F | Renasant Bank | 1 985 | 0,00 | 264 | −1,13 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 8 847 | −5,80 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 87 896 | 0,45 | 11 673 | −0,66 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4 683 | 0,95 | 622 | −0,16 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 264 | −0,62 | 699 | −1,69 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 4 420 | 0,55 | 601 | 10,28 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 292 | 231,82 | 39 | 245,45 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 1 590 | 0,00 | 211 | −0,94 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 2 026 | 0,00 | 269 | −1,10 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 1 281 | 0,00 | 170 | −1,16 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 17 588 | −0,73 | 2 336 | −1,85 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 2 110 | −10,56 | 280 | −11,39 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 6 095 | 0,00 | 809 | −1,10 | ||||
| 2025-04-10 | 13F | Arrien Investments, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | New South Capital Management Inc | 15 680 | 0,00 | 2 082 | −1,09 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 17 991 | 18,94 | 2 389 | 17,63 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 2 670 | 0,00 | 355 | −1,12 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 15 286 | 0,79 | 2 030 | −0,29 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 832 | −41,45 | 110 | −42,11 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 283 | −9,58 | 38 | −11,90 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 682 | −7,96 | 91 | −9,09 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 642 | 0,00 | 85 | −1,16 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 1 516 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 23 470 | −10,64 | 3 117 | −11,62 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 31 847 | −2,68 | 4 230 | −3,76 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 44 150 | 0,00 | 5 864 | −1,10 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 8 491 | −1,57 | 1 128 | −2,68 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 2 342 | 0,00 | 311 | −0,96 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 3 850 | 511 | ||||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 18 598 | 96,89 | 2 470 | 94,79 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 13 600 | −2,07 | 1 806 | −3,11 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 8 280 | 64,61 | 1 100 | 62,81 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 1 612 | 0,94 | 214 | 0,00 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 1 773 | 0,00 | 235 | −1,26 | ||||
| 2025-08-13 | 13F | MYDA Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 15 895 | −3,85 | 2 111 | −4,87 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 7 957 | −0,15 | 1 057 | −1,31 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 14 962 | −18,69 | 2 025 | −18,05 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11 704 | 5,30 | 1 554 | 4,16 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 935 | 81,20 | 124 | 85,07 | ||||
| 2025-04-22 | 13F | Cabana Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 10 981 | 2,43 | 1 458 | 1,32 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 309 | 0,98 | 41 | 0,00 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 64 918 | −0,73 | 8 622 | −1,82 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1 011 427 | 2,72 | 134 328 | 1,59 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 13 209 | −0,29 | 1 784 | 0,22 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 396 | 0,00 | 53 | −1,89 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 823 | 0,00 | 109 | −0,91 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 14 124 | 0,37 | 1 876 | −0,74 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 2 925 | 0,00 | 388 | −3,72 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 5 163 | −0,71 | 686 | −1,86 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 870 | 58,30 | 0 | |||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1 760 | 234 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 6 647 | −0,24 | 883 | −1,34 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 52 812 | 0,03 | 7 014 | −1,07 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 200 | 0,00 | 27 | 0,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 494 | 0,00 | 67 | 0,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 34 851 | −1,18 | 4 629 | −2,28 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11 138 | −14,70 | 1 479 | −15,63 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 34 070 | 2,38 | 4 524 | 1,25 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 6 825 | −7,57 | 906 | −8,58 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5 590 | 25,51 | 768 | 35,75 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 1 524 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 110 640 | −3,33 | 14 694 | −4,39 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 15 466 | −0,94 | 2 054 | −2,05 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 840 | 0,00 | 244 | −1,21 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 1 633 | −25,67 | 216 | −26,53 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 58 321 | 0,23 | 7 935 | 8,37 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 248 961 | 0,67 | 33 433 | 2,97 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 730 | 0,00 | 97 | 2,13 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 91 094 | 4,35 | 12 098 | 3,20 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4 743 | 0,59 | 630 | −0,63 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 7 130 | −2,73 | 947 | −3,86 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10 870 | 1 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 100 | 0,00 | 13 | 0,00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 4 431 | 588 | ||||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 11 883 | 0,00 | 1 578 | −1,07 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 3 206 | 0,22 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 18 785 | 0,08 | 2 602 | 7,39 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1 127 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 7 041 | −0,52 | 935 | −1,58 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 8 804 | −0,99 | 1 169 | −2,09 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 4 750 | 0,00 | 631 | −1,10 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 20 151 | 0,00 | 2 676 | −1,11 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5 106 | −0,18 | 678 | −1,17 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 11 830 | −10,41 | 1 571 | −11,39 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 69 692 | −5,29 | 9 256 | −6,34 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 764 | 0,00 | 101 | −0,98 | ||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 2 960 | 0,00 | 393 | −1,01 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 15 883 | 0,00 | 2 109 | −1,08 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 84 | 11 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 232 769 | −0,68 | 30 914 | −1,78 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 450 795 | −7,18 | 60 027 | −8,03 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2 768 | 0,00 | 368 | 8,58 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 3 426 | 0,59 | 455 | −0,44 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 1 727 | −9,77 | 229 | −10,89 | ||||
| 2025-07-16 | 13F | American National Bank | 5 201 | −7,14 | 691 | −8,24 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 48 410 | −21,29 | 6 429 | −22,16 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 19 910 | −4,49 | 2 644 | −5,54 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 35 227 | −23,44 | 4 678 | −24,29 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 18 282 | −2,24 | 2 428 | −3,35 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2 711 | −4,37 | 360 | −5,26 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 11 159 | 0,00 | 1 482 | −1,07 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 118 | −15,75 | 281 | −16,62 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 9 395 | −1,04 | 1 248 | −2,12 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 32 115 | 2,91 | 4 265 | 1,79 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 936 | 0,75 | 124 | 0,00 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 2 531 | −6,47 | 336 | −7,44 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 2 533 | 0,00 | 336 | −1,18 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 6 403 | 0,25 | 850 | −0,82 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 9 765 | 0,56 | 1 297 | −0,61 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 753 003 | −2,59 | 100 006 | −3,66 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 33 360 | −1,22 | 4 431 | −2,32 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 4 456 | 0,00 | 592 | −1,17 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 863 | 247 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 4 214 | 0,29 | 560 | −0,89 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 3 250 | 0,00 | 432 | −1,15 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8 863 | −0,45 | 1 | 0,00 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 3 847 | −2,56 | 511 | −3,77 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 7 279 | 0,01 | 967 | −1,13 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 4 409 | −0,52 | 586 | −1,68 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 25 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 3 304 | 0,00 | 439 | −1,13 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 580 | 21,13 | 343 | 19,58 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 30 293 | 0,78 | 4 108 | 1,78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 414 | 1,36 | 1 117 | 0,27 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 2 835 | 0,60 | 376 | −0,53 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1 567 | 0,00 | 208 | −0,95 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3 510 | −0,17 | 466 | −1,27 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 39 140 | −73,51 | 5 198 | −73,80 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 315 | −26,33 | 175 | −27,20 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 2 888 | 0,94 | 384 | −0,26 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 559 | 207 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 70 | 180,00 | 9 | 200,00 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 108 | 0,00 | 14 | 0,00 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 11 258 | −4,25 | 1 512 | −2,07 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 566 | −7,94 | 208 | −9,21 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 7 068 | 0,00 | 939 | −1,16 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 297 | 0,52 | 1 235 | −0,64 | ||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 6 000 | 0,00 | 797 | −1,12 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 128 | 1,71 | 150 | 2,76 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 2 240 | 0,00 | 297 | −1,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5 249 | 0,00 | 697 | −0,99 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 199 | 159 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 549 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 30 764 | 0,74 | 4 086 | −0,37 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 15 051 | −0,02 | 1 999 | −1,14 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 1 800 | 242 | ||||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 2 805 | 0,00 | 373 | −1,06 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 867 | 0,27 | 248 | −1,20 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 1 899 | 252 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 250 | 0,00 | 33 | 0,00 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 300 | 0,00 | 40 | −2,50 | ||||
| 2025-04-07 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | First Western Trust Bank | 2 116 | 0,00 | 281 | −1,06 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 4 459 | −6,11 | 592 | −7,06 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 480 | 0,00 | 64 | −1,56 | ||||
| 2025-07-29 | 13F | West Tower Group, LLC | 13 000 | 1 727 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 808 | −1,63 | 240 | −2,44 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 15 253 | −1,04 | 2 026 | −2,13 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5 451 | 191,50 | 724 | 188,05 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 281 775 | −6,23 | 37 423 | −7,26 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 40 272 | 0,90 | 5 348 | −0,21 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 57 651 | 3,17 | 7 657 | 2,03 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 450 | 0,00 | 60 | −1,67 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 19 254 | −2,43 | 2 557 | −3,51 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 389 | 0,00 | 52 | −1,92 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 7 750 | 0,16 | 1 029 | −0,96 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 97 | 0,00 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 112 | 0,00 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 4 056 | 3,31 | 539 | 2,09 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 106 851 | −4,81 | 14 653 | −2,79 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 569 | 0,00 | 341 | −0,87 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3 594 | −14,63 | 477 | −15,58 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 2 040 | 0,15 | 274 | 0,00 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 4 851 | 0,00 | 644 | 3,21 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 90 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 726 | 0,05 | 760 | −1,04 | ||||
| 2025-04-09 | 13F | Sanders Morris Harris Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 129 405 | 129,74 | 17 186 | 127,21 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 133 408 | 10,24 | 17 718 | 10,13 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 560 | 0,00 | 74 | −1,33 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 150 600 | −5,25 | 20 001 | −6,29 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 2 811 | −2,23 | 373 | −3,37 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 35 944 | −21,74 | 4 774 | −22,60 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 8 944 | −10,19 | 1 188 | −11,22 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 7 207 | −3,98 | 968 | −1,83 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 39 939 | −8,77 | 5 304 | −9,78 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 16 508 | 230,16 | 2 192 | 226,68 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 173 966 | 6,79 | 23 104 | 5,61 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 14 111 | 0,00 | 1 895 | 2,27 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2 755 | −1,36 | 366 | −2,67 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 21 962 | −3,11 | 2 917 | −4,20 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 9 253 | −7,47 | 1 229 | −8,49 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 2 245 | 0,58 | 298 | −0,33 | ||||
| 2025-08-27 | NP | HCMNX - HCM Dividend Sector Plus Fund Class A Shares | 1 011 427 | 2,72 | 134 328 | 1,59 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 11 067 | −3,80 | 1 470 | −4,86 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 1 638 | 218 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 23 353 | 1,65 | 3 101 | 0,52 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 14 119 | −4,47 | 1 875 | −5,49 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 1 648 | 2,74 | 219 | 1,40 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 5 031 | 0,04 | 668 | −1,04 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 9 550 | −52,98 | 1 290 | −52,73 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 3 507 | −2,61 | 466 | −3,73 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 13 718 | 0,90 | 1 822 | −0,22 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 110 | 0,00 | 15 | 0,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2 008 | 0,00 | 267 | −1,12 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 920 | −81,64 | 111 | −82,01 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 4 459 | 36,82 | 592 | 37,04 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 28 989 | 1,01 | 3 850 | −0,08 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 10 671 | 0,04 | 1 417 | −1,05 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 2 085 | −5,01 | 277 | −6,12 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 16 809 | 3,12 | 2 232 | 1,96 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 2 285 | 0,00 | 303 | −0,98 | ||||
| 2025-08-13 | 13F | Benedict Financial Advisors Inc | 2 666 | 1,76 | 354 | 0,85 | ||||
| 2025-08-07 | 13F | Wilkins Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8 450 | −33,45 | 1 122 | −34,19 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 2 131 | 3,60 | 0 | |||||
| 2025-07-16 | 13F | MKT Advisors LLC | 7 664 | −0,31 | 1 037 | 11,99 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 76 500 | −78,70 | 10 160 | −78,93 | |||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 4 716 | 0,00 | 626 | −1,11 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 19 254 | −0,45 | 2 557 | −1,54 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 3 695 | −87,93 | 491 | −88,08 | ||||
| 2025-05-14 | 13F | Walleye Trading LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-05-14 | 13F | Walleye Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4 990 | 0,58 | 677 | 1,50 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 83 507 | −2,04 | 11 091 | −3,12 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 2 318 | 0,65 | 308 | −0,65 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 17 075 | −1,38 | 2 268 | −2,49 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 1 836 | 244 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 11 677 | −1,58 | 1 551 | −2,70 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 2 260 | 0,00 | 300 | −0,99 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 221 | 0,00 | 29 | 0,00 | ||||
| 2025-07-31 | 13F | City State Bank | 530 | 0,00 | 70 | −1,41 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 6 356 | 0,00 | 844 | −1,06 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 26 083 | 4,84 | 3 464 | 3,71 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 1 561 | 0,13 | 207 | −0,96 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2 333 | −7,90 | 310 | −9,12 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 1 955 | 260 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 11 781 | 0,00 | 1 565 | −1,14 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 2 713 | 0,00 | 360 | −1,10 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 923 | −51,50 | 654 | −52,09 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4 447 | −16,27 | 587 | −17,81 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 90 409 | 0,36 | 12 007 | −0,74 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 1 632 | 0,00 | 217 | −1,37 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 73 700 | −40,23 | 9 788 | −40,88 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6 097 | 89,17 | 810 | 87,27 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1 721 | 0,00 | 229 | −1,30 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 28 587 | −2,56 | 3 797 | −3,63 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 37 328 | −1,04 | 4 958 | −2,13 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 27 096 | 0,18 | 3 599 | −0,94 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 203 | 0,00 | 27 | |||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 2 045 | −1,97 | 272 | −3,21 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 23 043 | −1,29 | 3 060 | −2,36 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 8 100 | 0,00 | 1 076 | −1,10 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 404 | 1,00 | 54 | 0,00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 43 429 | 1,75 | 5 768 | 0,61 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 4 411 | −2,76 | 586 | −3,94 | ||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 13 715 | −0,90 | 1 821 | −1,99 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 1 627 | 0,00 | 216 | −0,92 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 26 421 | 12,72 | 3 509 | 11,47 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3 353 | 0,36 | 445 | −0,67 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 8 000 | 0,00 | 1 062 | −1,12 | |||
| 2025-08-13 | 13F | Lido Advisors, LLC | 107 247 | 21,92 | 14 244 | 20,57 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 11 412 | 0,08 | 1 516 | −1,05 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 68 | 0 | ||||||
| 2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 819 | 374 | ||||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 506 | 0,80 | 67 | 0,00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 015 | 0,00 | 135 | −1,47 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 3 180 | 0,00 | 422 | −1,17 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 1 754 | 233 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 4 677 | 51,02 | 621 | 49,64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 420 348 | 4,71 | 55 826 | 3,56 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 3 400 | 0,00 | 452 | −1,10 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 9 778 | −0,39 | 1 299 | −1,52 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 2 113 | 0,00 | 281 | −1,06 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 16 726 | 0,22 | 2 221 | 3,74 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 62 964 | −6,44 | 8 362 | −7,47 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 229 | 0,50 | 562 | −0,71 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 2 872 | 0 | ||||||
| 2025-07-10 | 13F | Carderock Capital Management Inc | 1 600 | 0,00 | 212 | −0,93 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 110 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 43 291 | 27,63 | 5 749 | 26,21 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 1 989 | −0,20 | 264 | −1,12 | ||||
| 2025-08-08 | 13F | Creative Planning | 302 848 | 3,12 | 40 221 | 1,98 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 323 | 0,00 | 43 | −2,33 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2 606 | −5,99 | 355 | 3,21 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 2 783 | −1,63 | 370 | −2,64 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 4 247 | 0,57 | 564 | −0,53 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 2 000 | −6,19 | 266 | −7,34 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9 749 | −4,69 | 1 295 | −5,75 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 36 653 | 3,99 | 4 868 | 2,83 | ||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 18 348 | 0,00 | 2 437 | −1,10 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 2 156 | 0,00 | 286 | −1,04 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 082 | 0,00 | 277 | −1,08 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 7 889 | 1,87 | 1 048 | 0,77 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1 038 | 0,00 | 138 | −1,44 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 1 595 | 0,95 | 212 | −0,47 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 297 236 | −1,29 | 836 336 | −2,38 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 557 | −2,62 | 74 | −3,95 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 4 902 | 1,55 | 651 | 0,46 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 15 | 0,00 | 2 | −50,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10 387 | −6,21 | 1 380 | −7,26 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1 017 | 0,00 | 135 | −0,74 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1 093 | 36,28 | 145 | 35,51 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 5 884 | 0,00 | 781 | −1,14 | ||||
| 2025-03-18 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 852 | −39,71 | 1 707 | −39,46 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 39 179 | 12,98 | 5 203 | 11,72 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 2 840 | 377 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 3 567 | 2,29 | 474 | 1,07 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 3 047 | 0,33 | 405 | −0,74 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 41 828 | 0,67 | 5 555 | −0,43 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12 248 | 20,09 | 1 627 | 18,86 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 086 | 1,88 | 144 | 0,70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 160 | 50,13 | 818 | 52,04 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 16 930 | 19,10 | 2 248 | 17,82 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 17 170 | −1,08 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 100 616 | 1,60 | 13 363 | 0,48 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 3 608 | 0,00 | 479 | −1,03 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12 227 | 0,23 | 1 624 | −0,92 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2 467 | 0,12 | 328 | −0,91 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 75 | −85,60 | 10 | −86,96 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 1 600 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 1 540 | −30,97 | 205 | −31,77 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 9 730 | 5,43 | 1 292 | 4,28 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 16 | 0,00 | 2 | 0,00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 3 425 | 0,00 | 460 | 2,23 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3 251 | 0,00 | 432 | −1,15 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 243 760 | 32 374 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 2 177 | 0,69 | 289 | −0,34 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 20 715 | −39,23 | 2 751 | −39,91 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 3 387 | 7,97 | 450 | 6,65 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 30 339 | −0,13 | 4 029 | −1,23 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18 211 | −9,84 | 2 419 | −10,84 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 1 431 | 190 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1 472 169 | 179 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 23 978 | 4,40 | 3 185 | 3,24 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 7 051 | −0,47 | 954 | −0,10 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 18 812 | 17,02 | 2 498 | 15,76 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 1 614 | −6,65 | 214 | −7,76 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 4 971 | −3,64 | 660 | −4,62 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 11 357 | 0,04 | 1 508 | −1,05 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 3 173 | −5,87 | 421 | −6,86 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 2 876 | −35,52 | 382 | −34,70 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 8 852 | 13,63 | 1 176 | 12,33 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 24 003 | −4,06 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 90 719 | 2,53 | 12 048 | 1,40 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 3 972 | 0,00 | 527 | −1,13 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 13 213 | −59,93 | 1 811 | −59,11 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 2 548 | 0,00 | 338 | −1,17 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2 764 | 13,37 | 367 | 12,23 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 11 383 | 0,00 | 1 512 | −1,11 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 75 | 0,00 | 10 | 0,00 | ||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 1 550 | −94,06 | 208 | −93,93 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 6 578 | −1,50 | 874 | −2,57 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 2 008 | 0,00 | 267 | −1,12 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 86 312 | 2,53 | 11 463 | 1,41 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 12 630 | 0,00 | 1 696 | 2,29 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 15 568 | 258,71 | 2 091 | 267,31 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 2 693 | 0,00 | 358 | −1,11 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 8 968 | 0,59 | 1 191 | −0,50 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 21 919 | 0,23 | 2 911 | −0,85 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 20 911 | −19,41 | 2 777 | −20,29 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4 093 | 10,86 | 544 | 9,70 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 2 464 | −0,61 | 327 | −1,51 | ||||
| 2025-08-13 | 13F | Edgewood Management Llc | 54 881 | −3,99 | 7 289 | −5,05 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 2 750 | −31,25 | 365 | −32,03 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 16 384 | 2,00 | 2 176 | 0,88 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 5 160 | 0,00 | 685 | −1,01 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 8 364 | 13,41 | 1 111 | 12,12 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3 000 | 0,00 | 398 | −1,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 12 896 | −81,94 | 1 713 | −82,14 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 86 631 | 157,23 | 12 | 175,00 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 8 749 | 0,00 | 1 162 | −1,11 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 267 631 | −2,15 | 35 544 | −3,23 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5 461 | 19,71 | 725 | 18,46 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 4 768 | 0,00 | 633 | −1,09 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 289 012 | −0,33 | 38 384 | −1,43 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 316 | −54,36 | 308 | −54,77 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 16 309 | 1,69 | 2 166 | 0,56 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1 751 | 10,33 | 233 | 8,92 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1 705 | 0,18 | 226 | −0,88 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 2 909 | 0,21 | 386 | −0,77 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 852 | 0,00 | 379 | −1,05 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 3 013 | 0,00 | 400 | −0,99 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 307 | 0,66 | 41 | 0,00 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 32 523 | −11,74 | 4 319 | −12,71 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 2 045 | 8,20 | 272 | 7,11 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 13 317 | −2,76 | 1 769 | −3,86 | ||||
| 2025-07-28 | 13F | Corundum Trust Company, INC | 19 014 | 0,00 | 2 525 | −1,10 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 34 753 | −0,84 | 4 616 | −1,93 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 839 | 110 717,65 | 2 502 | 125 000,00 | ||||
| 2025-04-10 | 13F | LS Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 1 675 | 0,00 | 222 | −0,89 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 231 517 | 0,16 | 30 748 | −0,95 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 3 454 | 22,61 | 459 | 21,16 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 8 595 | 0,41 | 1 142 | −0,70 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 1 965 | 0,00 | 261 | −1,14 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 624 | −4,36 | 216 | −5,70 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 2 263 | −12,73 | 301 | −13,79 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 1 601 | 0,00 | 213 | −0,93 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 1 567 | 0,00 | 208 | −0,95 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 258 | 34 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 17 968 | 9,22 | 2 437 | 10,28 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 20 712 | −10,20 | 2 751 | −11,20 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 8 551 | −7,88 | 1 136 | −8,91 | ||||
| 2025-07-17 | 13F | Asio Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2 799 | −0,71 | 372 | −1,85 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 3 518 | −3,80 | 467 | −4,89 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 127 | 0,00 | 17 | −5,88 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 77 | 0,00 | 10 | 0,00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 26 266 | 0,81 | 3 488 | −0,31 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 65 835 | −0,08 | 8 744 | −1,18 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 2 348 | 0,00 | 312 | −1,27 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 566 | −98,52 | 75 | 7 400,00 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 1 944 | 0,00 | 258 | −1,15 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 2 553 | 0,00 | 339 | −0,88 | ||||
| 2025-07-07 | 13F | Trust Co | 220 | 0,00 | 29 | 0,00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 088 | 277 | ||||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 920 | 4,31 | 122 | 3,39 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 2 494 | 42,92 | 278 | 18,80 |
