Grundläggande statistik
| Institutionella ägare | 371 total, 371 long only, 0 short only, 0 long/short - change of 6,00% MRQ |
| Genomsnittlig portföljallokering | 0.3012 % - change of −27,52% MRQ |
| Institutionella aktier (lång) | 68 750 652 (ex 13D/G) - change of 1,84MM shares 2,75% MRQ |
| Institutionellt värde (lång) | $ 2 508 764 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund (US:EMLP) har 371 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 68,750,652 aktier. Största aktieägare inkluderar Morgan Stanley, Capital Investment Advisors, LLC, AlTi Global, Inc., Glenview Trust Co, LPL Financial LLC, Cresset Asset Management, LLC, Wells Fargo & Company/mn, Wealthspire Advisors, LLC, Bank Of America Corp /de/, and ARGI Investment Services, LLC .
First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund (ARCA:EMLP) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 15, 2025 is 37,91 / share. Previously, on September 16, 2024, the share price was 33,63 / share. This represents an increase of 12,73% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 22 264 | −0,68 | 835 | −0,60 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 187 467 | 9,12 | 7 032 | 9,18 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 30 589 | 88,83 | 1 147 | 88,96 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 40 311 | 1 512 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 328 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 506 | −2,54 | 0 | |||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 33 265 | 0,00 | 1 254 | 0,48 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 38 194 | 26,26 | 1 433 | 26,28 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 11 700 | 439 | ||||||
| 2025-05-05 | 13F | St. Louis Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 13 123 | 0,02 | 492 | 0,20 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 800 | 0,00 | 68 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 386 | 23,31 | 89 | 30,88 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 041 | 189 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Alpha Omega Group, Inc. | 283 394 | −3,44 | 10 624 | 1,55 | ||||
| 2025-08-13 | 13F | Botty Investors LLC | 78 300 | 0,00 | 2 937 | 0,07 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 569 | 0,00 | 209 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 190 | 23,26 | 0 | |||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 18 375 | −0,04 | 689 | 0,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 872 | 333 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 72 896 | −1,48 | 2 734 | −1,41 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 52 230 | −49,15 | 1 959 | −49,13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 349 160 | 5,42 | 88 117 | 5,48 | ||||
| 2025-08-14 | 13F | Betterment LLC | 39 088 | −0,33 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 43 417 | −1,51 | 1 629 | −1,45 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 63 191 | −9,28 | 2 370 | −9,23 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 66 150 | 2,97 | 2 481 | 3,03 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 690 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 5 658 | 212 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7 481 | 281 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 252 582 | 41,69 | 9 474 | 41,76 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 545 | −2,64 | 133 | −2,94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 755 825 | 2,08 | 28 345 | 2,15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 722 487 | 91,45 | 27 | 92,86 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 10 071 | 0,11 | 378 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 43 685 | 52,10 | 1 639 | 52,23 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 959 | −62,50 | 149 | −61,46 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 3 393 | 0,00 | 127 | 0,00 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 17 401 | 5,62 | 653 | 5,67 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 250 | 0,00 | 9 | 0,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 32 280 | 22,85 | 1 220 | 27,35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 261 654 | 14,66 | 9 815 | 14,72 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 5 704 | 0,00 | 214 | 0,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5 683 | 213 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 33 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 615 | −3,26 | 248 | −3,12 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 275 | 0,00 | 10 | 0,00 | ||||
| 2025-07-17 | 13F | City Holding Co | 1 300 | 0,00 | 49 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 383 625 | 11,39 | 14 390 | 11,45 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 886 873 | 41,02 | 33 267 | 41,10 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23 758 | −12,44 | 891 | −12,39 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 734 | 0,00 | 103 | 0,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 8 574 | −0,03 | 322 | 0,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 28 452 | 0,30 | 1 067 | 0,38 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 15 175 | 0,00 | 569 | 0,18 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 925 969 | −3,09 | 34 733 | −3,04 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1 900 | 0,00 | 70 | −1,41 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 3 305 | 0,00 | 124 | 0,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 873 | −3,22 | 33 | 0,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 211 031 | −0,89 | 7 916 | −0,84 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 37 528 | 1 408 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 425 | 0,00 | 16 | 0,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 6 867 | −23,18 | 258 | −23,28 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 25 819 | −11,36 | 968 | −11,36 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 000 | 0,00 | 38 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 143 977 | 1,08 | 5 401 | 1,12 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 29 378 | −2,89 | 1 102 | −2,91 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 500 | 0,03 | 356 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 47 047 | −21,83 | 1 765 | −21,81 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2 601 | −7,47 | 98 | −7,62 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9 891 | 0,00 | 371 | 2,49 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 6 900 | 0,00 | 259 | 0,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 23 469 | 0,37 | 871 | 6,74 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 40 533 | 0,59 | 1 520 | 0,66 | ||||
| 2025-07-30 | 13F | Ardent Capital Management, Inc. | 5 870 | 0,00 | 220 | 0,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2 339 093 | 3,65 | 87 739 | 3,70 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 274 | 0,37 | 10 | 0,00 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 272 333 | −9,92 | 10 215 | −9,86 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 19 772 | −0,46 | 742 | −0,40 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 473 | 2,79 | 318 | 2,59 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 63 440 | 7,69 | 2 380 | 7,74 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 176 | 21,73 | 119 | 22,68 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9 420 | 0 | ||||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 7 857 | 4,56 | 295 | 4,63 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 110 170 | 12,78 | 4 132 | 12,83 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 112 314 | 4 213 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 533 | 20 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 17 338 | 0,32 | 650 | 0,46 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 166 446 | 2,87 | 6 243 | 2,92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19 427 | 18,07 | 729 | 18,18 | ||||
| 2025-05-02 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 17 407 | −4,75 | 653 | −4,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 251 265 | 1,17 | 84 445 | 1,23 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 189 695 | −1,05 | 7 115 | −0,99 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 494 000 | 0,00 | 18 520 | 0,00 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 27 107 | 0,36 | 1 017 | 0,40 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 807 | 30 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 1 317 | 0,00 | 49 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 142 165 | 12,02 | 5 333 | 12,09 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 77 | 0,00 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 125 720 | −0,85 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 112 074 | −4,46 | 4 223 | −1,49 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 16 328 | 28,22 | 612 | 28,30 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 14 754 | 85,49 | 553 | 85,57 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 42 505 | −1,97 | 1 585 | 3,80 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 868 701 | −4,21 | 32 585 | −4,16 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 16 426 | −1,13 | 616 | −0,96 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7 397 | 34,52 | 277 | 34,47 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 22 334 | −34,66 | 838 | −34,66 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 9 249 | 0,04 | 347 | 0,00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 272 850 | 221,31 | 10 235 | 221,52 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 14 208 | 0,12 | 533 | 0,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6 309 | −0,50 | 237 | −0,42 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 29 732 | −0,74 | 1 115 | −0,27 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 14 768 | 377,00 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 125 | 635,29 | 5 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 735 | 0,00 | 28 | 0,00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 320 | −23,44 | 12 | −20,00 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 18 970 | 42,82 | 712 | 42,97 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9 913 | 372 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 53 276 | −0,37 | 1 998 | −0,30 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 5 636 | 0,00 | 211 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 24 572 | 15,81 | 922 | 15,85 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 10 719 | 0,00 | 402 | 0,25 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7 380 | 277 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 76 490 | 1,03 | 2 869 | 1,09 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 14 870 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 10 599 | −4,99 | 398 | −5,02 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 11 580 | 0,00 | 434 | 0,23 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 43 381 | 0,00 | 1 626 | 0,06 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 19 345 | 0,00 | 726 | 0,00 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 5 537 | −4,37 | 208 | −4,61 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7 067 | 265 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 154 229 | 78,62 | 5 785 | 87,95 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 6 775 | 0,00 | 254 | 0,40 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 10 638 | 0,00 | 399 | 0,25 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6 885 | 0 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 14 178 | 532 | ||||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 13 056 | 0,00 | 490 | 0,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 516 593 | −1,13 | 19 377 | −1,07 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 350 | 13 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 702 | 0,00 | 26 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 63 650 | 25,45 | 2 378 | 25,50 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 54 634 | −3,44 | 2 049 | −3,39 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 738 | 5,09 | 215 | 5,39 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7 510 | 282 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 006 | 38 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 17 850 | 0,02 | 670 | 0,00 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 228 712 | −17,44 | 8 579 | −17,40 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 3 100 | 116 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 26 261 | 10,75 | 985 | 10,92 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 12 500 | 0,00 | 469 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 149 968 | 1,79 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 1 063 563 | −0,12 | 39 894 | −0,07 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 170 843 | −1,75 | 6 408 | −1,69 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 23 125 | −2,48 | 867 | −2,47 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 17 702 | −0,84 | 664 | −0,75 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 11 077 | 0,00 | 415 | −0,48 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 109 386 | −1,93 | 4 101 | 3,12 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 9 967 | −4,09 | 374 | −4,11 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 11 289 | −73,37 | 423 | −73,38 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 232 443 | 36,15 | 8 719 | 36,22 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 18 665 | −0,11 | 700 | 0,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 842 513 | 3,49 | 144 133 | 3,55 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aster Capital Management (DIFC) Ltd | 3 676 | 138 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 11 887 | 3,15 | 446 | 3,01 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16 381 | 6,11 | 611 | 5,54 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 000 | 0,00 | 38 | 0,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 098 | −13,87 | 379 | −13,90 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 3 372 | 462,00 | 126 | 472,73 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 50 861 | 0,42 | 1 908 | 4,26 | ||||
| 2025-08-08 | 13F | Creative Planning | 10 510 | 4,11 | 394 | 4,23 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 65 137 | −0,28 | 2 443 | 4,94 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 25 306 | 0,42 | 949 | 0,53 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 24 500 | 919 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Lee Financial Co | 735 742 | −3,68 | 27 598 | −3,64 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 2 931 743 | −2,90 | 109 970 | −2,85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 53 288 | −0,25 | 1 999 | −0,20 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 150 | 6 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 47 323 | 10,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 29 402 | −3,70 | 1 103 | −3,67 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 33 480 | 0,51 | 1 256 | 0,56 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 17 | 0,00 | 1 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Brookfield Asset Management Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 521 423 | −1,16 | 19 559 | −1,11 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 207 308 | 3,85 | 7 776 | 3,92 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 9 355 | 351 | ||||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 23 291 | 3,08 | 874 | 3,07 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 14 380 | −1,34 | 539 | −1,28 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 49 797 | 0,00 | 1 867 | 0,00 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 47 506 | −0,78 | 1 782 | −0,78 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 11 343 | 0,00 | 425 | 0,00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 23 689 | −10,16 | 889 | −10,12 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 22 549 | 233,37 | 846 | 233,99 | ||||
| 2025-05-29 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 408 300 | 0,00 | 15 307 | 5,17 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 107 891 | 4 047 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 401 | −39,10 | 353 | −39,10 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 922 | 0,00 | 35 | 0,00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11 855 | −4,16 | 445 | −4,10 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 8 170 | 0,81 | 306 | 0,99 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 135 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 2 592 515 | 1,06 | 97 245 | 1,11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 47 881 | −15,82 | 1 795 | −11,45 | ||||
| 2025-08-14 | 13F | Comerica Bank | 170 438 | −1,31 | 6 393 | −1,25 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 65 201 | −0,17 | 2 446 | −0,12 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 421 | −3,44 | 15 | −6,25 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 179 879 | 6 747 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 981 | 224 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 200 | −34,21 | 8 | −36,36 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 34 869 | −20,37 | 1 308 | −20,35 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 6 570 | 8,77 | 246 | 8,85 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 72 763 | −0,62 | 2 729 | −0,55 | ||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 6 700 | 0,80 | 251 | 0,80 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2 099 516 | 1,55 | 78 753 | 1,60 | ||||
| 2025-08-12 | 13F | Bokf, Na | 114 | −82,86 | 4 | −83,33 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 6 479 | 243 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 28 577 | 10,61 | 1 072 | 40,55 | ||||
| 2025-05-29 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 85 700 | 0,00 | 3 213 | 5,14 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 6 238 | 0 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 856 | 0,00 | 107 | 0,00 | ||||
| 2025-05-13 | 13F | Verus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5 625 | 1,02 | 211 | 0,96 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 435 | 45,00 | 16 | 45,45 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Covestor Ltd | 22 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 12 222 | 1,49 | 458 | 1,55 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 47 094 | 4,17 | 1 766 | 4,25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 85 587 | −0,48 | 3 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 187 567 | 2,78 | 7 036 | 2,84 | ||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 100 501 | 6,42 | 3 770 | 6,47 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 44 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 26 864 | −1,23 | 1 008 | −1,18 | ||||
| 2025-08-13 | 13F | ARGI Investment Services, LLC | 1 894 186 | 0,00 | 71 051 | 0,05 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 342 706 | 11,92 | 12 855 | 11,98 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 112 050 | −15,95 | 4 203 | −15,89 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 545 | 20 | ||||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16 847 | 1 861,23 | 632 | 2 003,33 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 43 088 | 358,29 | 1 616 | 359,09 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 33 667 | −74,63 | 1 263 | −74,63 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 13 035 | −32,08 | 489 | −32,13 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 61 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 19 525 | −0,85 | 732 | −0,81 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 10 412 | −26,55 | 391 | −26,55 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 114 | 79 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 53 292 | −32,99 | 1 999 | −32,98 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 46 920 | 0,00 | 1 759 | 0,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 13 114 | 26,74 | 492 | 26,87 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 301 708 | 2,26 | 11 492 | 3,91 | ||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Motco | 41 416 | −1,89 | 1 586 | 0,19 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 7 164 | 474,04 | 269 | 482,61 | ||||
| 2025-04-09 | 13F | Merit Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 16 588 | 0,00 | 622 | 0,16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 23 487 | −46,31 | 881 | −46,28 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 152 486 | −22,72 | 5 720 | −22,67 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 16 473 | −0,68 | 618 | −0,64 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 306 | −13,07 | 11 | −15,38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 592 | 26,71 | 172 | 27,41 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13 406 | 11,95 | 503 | 12,05 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 993 380 | 37 262 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 279 099 | 4,93 | 10 469 | 4,99 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8 366 | −27,52 | 320 | −25,93 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 9 139 | 343 | ||||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 10 755 | −4,99 | 401 | 1,52 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 5 838 | −14,95 | 219 | −14,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13 883 | 1,02 | 521 | 0,97 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 23 446 | −48,60 | 879 | −48,60 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 27 033 | 4,53 | 1 014 | 4,64 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 132 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 86 547 | 0,14 | 3 246 | 0,19 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 518 | −49,95 | 19 | −50,00 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 13 096 | 18,98 | 491 | 19,17 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 24 312 | 0,41 | 900 | 6,64 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 9 976 | −3,86 | 374 | −3,86 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 127 | 0,79 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Chase Investment Counsel Corp | 13 765 | 1 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 256 202 | −14,79 | 9 610 | −14,74 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 710 | −32,67 | 214 | −32,49 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 17 223 | 2,38 | 646 | 2,54 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 77 458 | 21,48 | 2 922 | 26,94 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 717 | 27 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 13 413 | −0,50 | 503 | −0,40 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1 010 305 | −2,61 | 37 876 | 2,41 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 55 328 | 1,67 | 2 050 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 13 286 | 32,86 | 498 | 33,16 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 383 881 | −4,54 | 51 909 | −4,49 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 208 378 | −0,13 | 7 816 | −0,08 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 424 868 | 1,45 | 15 937 | 1,50 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 17 335 497 | 0,27 | 650 255 | 0,33 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 857 | 0,00 | 32 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6 917 | 1,29 | 259 | 1,17 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 13 239 | 497 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 81 357 | 5,78 | 3 052 | 5,83 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 14 710 | 3,46 | 1 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 36 658 | 0,78 | 1 375 | 0,88 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 633 498 | −0,06 | 23 763 | 0,00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2 948 | 0,00 | 111 | 0,00 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 164 | 6 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 105 281 | −4,09 | 3 953 | −3,96 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 764 018 | 22,92 | 28 658 | 22,99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 248 446 | −11,76 | 9 | −10,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17 433 | 58,01 | 654 | 58,11 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 22 514 | 2,52 | 845 | 2,55 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 9 794 | −6,95 | 367 | −6,85 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 883 | −8,13 | 0 | |||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 58 934 | −1,29 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 85 322 | 0,11 | 3 200 | 0,16 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 20 081 | −6,68 | 1 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45 522 | 49,25 | 1 708 | 49,34 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 6 828 | 256 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13 680 | 1,53 | 513 | 1,58 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 239 | 1,79 | 272 | 1,88 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 35 856 | −10,40 | 1 344 | −10,47 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12 618 | −31,91 | 473 | −31,84 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 9 386 | −49,03 | 352 | −48,99 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2 080 | 0,00 | 78 | 1,30 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 512 | 19 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 129 942 | 25,39 | 4 874 | 25,46 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 67 909 | 5,43 | 2 547 | 5,51 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 11 681 | 0,42 | 438 | 0,46 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 403 351 | 3,88 | 15 130 | 3,94 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 20 843 | 0,70 | 782 | 0,77 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 236 274 | −0,59 | 8 863 | −0,54 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 58 416 | −11,64 | 2 191 | −11,58 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 107 640 | −1,96 | 4 038 | −1,92 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 809 | 0,29 | 143 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18 774 | 18,49 | 1 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 6 212 | 0,00 | 236 | 1,72 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10 258 | 0,18 | 385 | 0,26 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 45 389 | 0,00 | 1 703 | 0,06 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 500 | 0,00 | 19 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 260 | 0,00 | 85 | 0,00 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 223 010 | 31,68 | 8 365 | 31,75 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 127 621 | −5,95 | 4 787 | −5,88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 566 | −74,74 | 21 | −75,00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 13 298 | 89,97 | 499 | 90,08 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 20 898 | −0,41 | 784 | −0,38 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 89 | 2,30 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 24 796 | 0,48 | 930 | 0,54 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 42 628 | 0,00 | 1 599 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 11 714 | 0,58 | 439 | 0,69 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 106 | 0,00 | 4 | 0,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 568 | 0,89 | 21 | 0,00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22 305 | 16,17 | 837 | 16,27 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 7 024 | 0,00 | 263 | 0,00 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 3 524 | −3,43 | 132 | −2,94 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 86 427 | 3,74 | 3 242 | 3,78 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 93 420 | 6,76 | 3 505 | 6,80 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 425 | 0,00 | 16 | 0,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 44 354 | −1,79 | 1 664 | −1,77 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 75 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 982 | 1 339 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16 688 | −3,69 | 626 | −4,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19 602 | −0,85 | 735 | −0,81 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 19 168 | 0,80 | 719 | 0,84 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 5 516 | 0,00 | 207 | 0,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 21 279 | 23,44 | 798 | 24,11 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 138 124 | −1,98 | 5 181 | −1,91 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 29 | −94,97 | 1 | −95,24 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 20 186 | −23,49 | 757 | −23,46 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 904 | 29,44 | 71 | 29,09 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 10 600 | 70,97 | 398 | 71,12 | |||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 21 038 | 263,66 | 786 | 270,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30 039 | 441,24 | 1 127 | 441,35 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 7 020 | 0,00 | 264 | 4,37 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 215 | 168,97 | 346 | 169,53 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 16 116 | 605 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 906 011 | 9,44 | 71 494 | 9,50 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 15 529 | −38,06 | 574 | −36,71 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 7 023 | 0,17 | 263 | 10,50 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 283 982 | 0,87 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 489 059 | 2,45 | 55 854 | 2,51 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 33 440 | 3,38 | 1 254 | 3,47 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 74 | −98,25 | 3 | −98,73 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 166 | 0,00 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 190 530 | −0,40 | 7 147 | −0,35 |
