Grundläggande statistik
| Institutionella ägare | 860 total, 859 long only, 0 short only, 1 long/short - change of −5,79% MRQ |
| Genomsnittlig portföljallokering | 0.6189 % - change of −9,73% MRQ |
| Institutionella aktier (lång) | 162 347 266 (ex 13D/G) - change of −64,52MM shares −28,44% MRQ |
| Institutionellt värde (lång) | $ 9 811 984 USD ($1000) |
Institutionellt ägande och aktieägare
iShares, Inc. - iShares MSCI Emerging Markets ex China ETF (US:EMXC) har 860 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 162,347,266 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Bank of New York Mellon Corp, Old Mission Capital Llc, Northern Trust Corp, BlackRock, Inc., Teacher Retirement System Of Texas, Ameriprise Financial Inc, Northwestern Mutual Wealth Management Co, Morgan Stanley, and Victory Capital Management Inc .
iShares, Inc. - iShares MSCI Emerging Markets ex China ETF (NasdaqGM:EMXC) 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 66,51 / share. Previously, on September 16, 2024, the share price was 60,32 / share. This represents an increase of 10,26% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11 296 | −83,95 | 713 | −81,61 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 43 570 | −82,69 | 2 751 | −80,16 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 72 478 | −6,58 | 4 576 | 10,19 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 15 088 | −56,27 | 953 | −49,89 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 866 | 0,12 | 55 | 14,89 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hudock, Inc. | 4 004 | −0,35 | 253 | 14,03 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 16 411 | −12,40 | 1 036 | 0,39 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 12 743 | −10,37 | 805 | 2,68 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 41 650 | −0,00 | 2 629 | 14,60 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 41 109 | 11,06 | 2 596 | 27,27 | ||||
| 2025-05-12 | 13F | Private Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 120 427 | 86,75 | 7 604 | 114,05 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 6 999 | −87,90 | 442 | −86,16 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 792 256 | 2,55 | 50 023 | 17,54 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 3 399 | −81,72 | 215 | −79,10 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 32 861 | 1,60 | 2 075 | 16,45 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 563 872 | −12,72 | 288 163 | 0,03 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 4 959 | 0,00 | 313 | 14,65 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 16 632 | −5,67 | 1 050 | 8,14 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 180 174 | 4,71 | 11 376 | 20,01 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 19 563 | 0,00 | 1 235 | 14,67 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 9 184 | 0,69 | 580 | 15,34 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6 998 | −5,41 | 442 | 8,35 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 5 096 | 37,36 | 322 | 57,35 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 111 509 | −13,69 | 7 041 | −1,08 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 31 929 | 16,31 | 2 016 | 33,27 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 30 838 | −29,97 | 1 946 | −19,92 | ||||
| 2025-08-25 | NP | MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class | 325 778 | 0,00 | 20 570 | 14,61 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 10 665 | 0,00 | 588 | −0,68 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 4 080 | −88,91 | 258 | −87,31 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 716 | 0,00 | 45 | 15,38 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4 921 | 311 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 24 078 | −9,21 | 1 326 | −9,80 | ||||
| 2025-05-07 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 385 | −3,86 | 593 | 10,24 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 783 | −72,96 | 239 | −69,09 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5 393 | −75,47 | 349 | −71,90 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 110 737 | −9,57 | 6 992 | 3,63 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8 331 | −89,46 | 526 | −87,92 | ||||
| 2025-08-12 | 13F | Camden National Bank | 61 105 | 11,36 | 3 858 | 27,66 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 758 | 3,80 | 364 | 19,02 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 844 253 | −67,01 | 179 586 | −62,19 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 3 362 | −32,53 | 212 | −22,63 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Annie E. Casey Foundation, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18 331 | 1 160 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12 997 | 821 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 113 962 | −42,53 | 7 196 | −34,13 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 59 924 | 18 626,25 | 3 784 | 22 152,94 | ||||
| 2025-07-29 | 13F | Mutual Of America Capital Management Llc | 325 778 | 0,00 | 20 570 | 14,61 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 3 305 | 209 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3 191 | 201 | ||||||
| 2025-04-21 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 112 | 0,00 | 7 | 16,67 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 995 690 | −13,89 | 62 868 | −1,31 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 10 061 | −91,81 | 635 | −90,61 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 339 800 | 21 455 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 516 228 | −4,04 | 32 595 | 9,98 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 3 551 | 224 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 5 251 | 0,00 | 332 | 14,53 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 3 895 | −65,19 | 246 | −60,23 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3 482 | 7,47 | 220 | 23,03 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 103 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 64 299 | 0,51 | 4 060 | 15,18 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 14 426 | 9,22 | 911 | 25,17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 33 180 | 2 095 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 23 102 | −64,05 | 1 465 | −58,10 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 50 876 | −1,37 | 3 212 | 13,06 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 40 061 | −35,75 | 2 529 | −26,35 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 99 098 | 30,76 | 6 257 | 49,87 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 30 031 | 0,23 | 1 896 | 14,91 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 19 462 | −2,23 | 1 229 | 12,04 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4 211 | 266 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 29 669 | 1 873 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 237 992 | −88,92 | 15 | −87,29 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8 784 | 0,00 | 555 | 14,70 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4 | −99,65 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 765 607 | −51,55 | 48 | −44,83 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 13 883 | −23,34 | 877 | −12,14 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8 488 | −1,43 | 536 | 12,87 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 4 259 | −51,97 | 269 | −45,08 | ||||
| 2025-04-22 | 13F | Denver Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Partners in Financial Planning | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 171 196 | −17,78 | 10 809 | −5,76 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 38 069 | −76,02 | 2 404 | −72,52 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 174 727 | −2,38 | 11 032 | 11,89 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 158 850 | −48,42 | 10 010 | −40,99 | ||||
| 2025-08-14 | 13F | Comerica Bank | 46 409 | −22,89 | 2 930 | −11,61 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 4 000 | 0,00 | 253 | 14,55 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 103 601 | −9,95 | 6 541 | 3,20 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 8 370 | 0,70 | 529 | 15,54 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 8 417 | 5,91 | 531 | 21,51 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 12 661 | −80,09 | 799 | −76,77 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 9 777 | 617 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 3 188 | 201 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 114 | −73,61 | 7 | −69,57 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 4 302 | −79,02 | 272 | −76,00 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 7 758 | −27,29 | 490 | −16,70 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 21 600 | 66,10 | 1 364 | 90,36 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 65 046 | −4,53 | 4 107 | 9,43 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 633 429 | 39 995 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 3 360 | 212 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 53 214 | 10,26 | 3 360 | 26,37 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 732 | 1,10 | 40 | 0,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 232 | −96,97 | 15 | −96,67 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 266 | 17 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 350 954 | −54,79 | 22 | −50,00 | ||||
| 2025-04-25 | 13F | Capital Advisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 84 787 | −16,69 | 5 353 | −4,51 | ||||
| 2025-05-28 | 13F | GK Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Seascape Capital Management | 297 964 | 6,08 | 19 | 20,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 64 929 | −77,91 | 4 100 | −74,68 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 486 | −93,03 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 4 930 | 0,00 | 311 | 14,76 | ||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 18 030 | −90,23 | 1 138 | −88,81 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 40 480 | 0,31 | 2 556 | 14,93 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 54 550 | −9,92 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 115 825 | 7 313 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 56 601 | −0,64 | 3 574 | 13,86 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Warner Financial, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 22 126 | 1,08 | 1 396 | 19,21 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 401 | −74,39 | 215 | −70,73 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 13 900 | 878 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12 096 | −61,88 | 764 | −56,35 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 317 476 | 0,52 | 20 045 | 15,21 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 8 889 | 561 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 375 | 25,32 | 527 | 43,21 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 6 793 | 1,87 | 437 | 30,93 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 20 750 | 1 310 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 82 504 | −4,23 | 5 209 | 9,78 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 27 846 | 1 758 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 58 690 | −5,98 | 3 706 | 7,77 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 19 547 | −92,89 | 1 234 | −91,85 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 131 958 | −2,14 | 8 332 | 11,42 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 20 723 | 141,95 | 1 308 | 177,71 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 3 588 | 0,00 | 227 | 8,65 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 278 826 | −3,79 | 17 605 | 10,27 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 14 919 | −0,21 | 942 | 14,46 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 324 | 11,17 | 84 | 27,69 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 32 983 | −95,33 | 2 083 | −94,64 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 293 793 | −4,15 | 18 550 | 9,86 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 35 812 | 0,00 | 2 261 | 14,66 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 3 232 | 204 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 4 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10 070 | 636 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 367 | −78,99 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 346 | −96,78 | 22 | −96,45 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 85 | 1,19 | 5 | 25,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 754 | −25,30 | 490 | −14,36 | ||||
| 2025-05-05 | 13F | Jackson Creek Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Provident Co of the Employees of the Hebrew University LTD | 46 933 | 4,10 | 2 965 | 19,46 | ||||
| 2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 70 582 | −70,34 | 4 457 | −66,01 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 26 367 | 0,00 | 1 665 | 14,60 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 157 | 0,00 | 10 | 12,50 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 52 | 0,00 | 3 | 50,00 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 3 535 | 223 | ||||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 9 000 | 568 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 77 221 | 3,21 | 4 876 | 18,30 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 11 986 | −0,58 | 757 | 13,86 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 780 243 | 1 166,91 | 112 405 | 1 352,06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 221 | −61,49 | 266 | −55,89 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 553 856 | −5,34 | 34 970 | 8,49 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 2 677 | 19,62 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 56 129 | −6,88 | 3 544 | 6,75 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 11 289 | 11,46 | 713 | 27,83 | ||||
| 2025-05-27 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 647 956 | −22,71 | 35 696 | −23,21 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 30 550 | −60,90 | 1 929 | −55,20 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 3 690 | 0,00 | 233 | 14,29 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 81 312 | 13,32 | 5 134 | 29,91 | ||||
| 2025-07-18 | 13F | United Bank | 747 969 | −0,57 | 47 227 | 13,96 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 15 | 0,00 | 1 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 28 794 | 0,66 | 1 818 | 15,43 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 10 406 | −77,31 | 657 | −73,99 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 506 | 32 | ||||||
| 2025-05-14 | 13F | Quest Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 3 800 | 0,00 | 240 | 14,35 | ||||
| 2025-06-02 | 13F/A | Modern Wealth Management, LLC | 33 575 | 25,89 | 1 850 | 25,10 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 368 | −75,83 | 86 | −72,35 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 124 212 | 3,52 | 8 | 16,67 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 445 056 | 28 101 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 839 | 252,52 | 53 | 300,00 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 38 290 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 6 977 | 82,41 | 441 | 109,52 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 10 964 | −1,53 | 692 | 12,89 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 11 | 1 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 237 090 | −0,40 | 15 278 | 10,69 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 729 475 | 7,91 | 46 205 | 23,39 | ||||
| 2025-05-05 | 13F | Hollencrest Capital Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 2 055 | 0,00 | 130 | 14,16 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 747 | 0,00 | 110 | 14,58 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 53 601 | −4,27 | 3 384 | 9,73 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 792 | −75,48 | 239 | −71,95 | ||||
| 2025-04-10 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 18 365 | −0,50 | 984 | −3,81 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 100 599 | 11,90 | 6 | 50,00 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3 226 | 204 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 156 173 | 9 861 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 360 297 | −4,51 | 85 889 | 9,44 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 12 313 | 3,81 | 777 | 18,99 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 101 921 | 0,76 | 6 435 | 15,49 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 10 885 | 0,99 | 687 | 15,85 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 127 019 | 2,93 | 8 020 | 17,96 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 100 | 0,00 | 6 | 20,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6 031 | −1,47 | 381 | 12,76 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 3 343 | 211 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12 275 | −55,43 | 775 | −49,25 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Alerus Financial Na | 30 | 2 | ||||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 15 486 | 978 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 4 181 | −87,00 | 264 | −85,16 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 160 221 | −1,42 | 10 116 | 12,99 | ||||
| 2025-08-14 | 13F | KADENSA CAPITAL Ltd | 58 352 | 3 684 | ||||||
| 2025-07-10 | 13F | Envision Financial LLC | 73 649 | −0,05 | 4 650 | 14,56 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 50 114 | 4,86 | 3 164 | 20,21 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3 875 | 133,86 | 245 | 168,13 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 11 472 | −34,20 | 724 | −24,58 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 37 527 | −1,94 | 2 369 | 12,38 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 107 972 | −79,34 | 6 817 | −76,33 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 23 347 | −2,91 | 1 474 | 11,33 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 98 312 | 15,71 | 6 207 | 32,63 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 282 988 | −8,99 | 17 868 | 4,30 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 56 825 | 7,36 | 3 588 | 23,05 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 832 | 80,09 | 53 | 108,00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 26 968 | −4,59 | 1 486 | −5,23 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 5 800 | −3,73 | 366 | 10,57 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 7 401 | −2,12 | 467 | 12,26 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7 851 | −57,26 | 496 | −51,04 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 64 756 | 0,70 | 4 089 | 15,42 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13 838 | −0,39 | 874 | 14,12 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 11 449 | −73,20 | 723 | −69,32 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 179 | −56,66 | 327 | −50,30 | ||||
| 2025-08-15 | 13F | Johns Hopkins University | 1 423 744 | 0,00 | 89 895 | 14,61 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 42 527 | −59,04 | 2 685 | −53,06 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 53 860 | 0,22 | 3 | −99,90 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 32 139 | −89,72 | 2 029 | −88,22 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 31 107 | −48,03 | 1 964 | −44,52 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 770 | −48,79 | 238 | −41,23 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 48 864 | −27,69 | 3 085 | −17,14 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 137 | 0,00 | 9 | 14,29 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 240 | 78 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 494 666 | −1,23 | 31 233 | 13,21 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 154 910 | 10,45 | 9 781 | 26,60 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 7 252 | 7,48 | 458 | 23,18 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 4 448 | 0,25 | 281 | 14,75 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 4 806 | 0,00 | 265 | 0,00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 174 646 | 5,90 | 11 027 | 21,38 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 30 484 | −0,42 | 1 925 | 14,12 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 7 113 | 0,17 | 449 | 14,83 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 90 659 | −11,78 | 5 724 | 1,11 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 41 823 | −30,03 | 2 641 | −19,83 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 21 828 | −11,88 | 1 378 | 1,03 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 18 642 | 0,00 | 1 104 | 8,55 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 5 351 | 31,54 | 338 | 50,45 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 188 560 | 2,85 | 11 906 | 17,88 | ||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 390 345 | 0,15 | 24 646 | 14,78 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 355 903 | 20 194 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 60 | 0,00 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 086 | 511 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1 720 019 | −1,07 | 108 602 | 13,38 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 64 146 | −32,97 | 4 050 | −23,16 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 44 247 | 1,60 | 2 794 | 16,42 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 8 674 | −0,86 | 548 | 13,72 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 425 416 | 3,02 | 26 861 | 18,08 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 355 | 564,36 | 212 | 681,48 | ||||
| 2025-04-30 | 13F | Personal Cfo Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 5 159 | −75,24 | 284 | −75,41 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 15 023 | −51,68 | 949 | −44,63 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 314 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12 347 | 0,16 | 780 | 14,73 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 12 710 | 24,80 | 803 | 42,96 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 7 163 | −20,91 | 452 | −9,24 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30 850 | −11,31 | 1 948 | 1,62 | ||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 14 958 | −34,00 | 824 | −34,39 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 539 252 | −0,91 | 34 048 | 13,57 | ||||
| 2025-08-12 | 13F | Prudential Plc | 925 500 | 2 157,32 | 58 436 | 2 487,95 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 453 | 218 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 163 525 | 0,15 | 10 325 | 14,79 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3 848 874 | −37,65 | 243 018 | −28,54 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 42 150 | 4,01 | 2 322 | 1,57 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 040 | −50,89 | 129 | −43,86 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 70 459 | 0,87 | 4 449 | 15,59 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 61 835 | 5,25 | 3 904 | 20,64 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 43 335 | −70,33 | 2 736 | −65,99 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 19 909 | −52,75 | 1 257 | −45,84 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 9 997 | −79,94 | 631 | −77,01 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 498 | −47,80 | 31 | −40,38 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 12 668 | −31,88 | 799 | −21,97 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 41 421 | 24,22 | 2 615 | 42,43 | ||||
| 2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 19 788 | 0,00 | 1 090 | 0,00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 12 657 | 630,77 | 799 | 741,05 | ||||
| 2025-08-14 | 13F | Soros Fund Management Llc | 354 686 | 0,00 | 22 395 | 14,61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 48 043 | −50,14 | 3 033 | −42,86 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 215 | 0,47 | 14 | 18,18 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 30 199 | 1 907 | ||||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 101 171 | 4,96 | 6 388 | 20,28 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 243 985 | 6,12 | 15 405 | 21,57 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 3 444 | −16,33 | 190 | −17,11 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 52 658 | 2,55 | 2 901 | 1,86 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 19 275 | 0,82 | 1 217 | 15,57 | ||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 7 820 | 0,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 70 500 | −22,11 | 4 451 | −10,73 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3 240 | 205 | ||||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 102 112 | −1,33 | 6 447 | 13,09 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 697 282 | 0,16 | 44 026 | 14,79 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 6 294 | −75,15 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 439 | 91 | ||||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 2 672 | −31,71 | 169 | −21,86 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 9 672 | −58,98 | 611 | −53,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 748 018 | −29,06 | 300 169 | −18,60 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 94 574 | −44,44 | 5 971 | −36,32 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 693 | 63,44 | 44 | 86,96 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 7 462 | −4,42 | 471 | 9,53 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 45 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 32 264 | 18,10 | 2 037 | 35,35 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 6 390 | 0,00 | 403 | 14,49 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 94 | −97,12 | 6 | −97,21 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 4 907 | 7,56 | 310 | 23,11 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 10 365 | 654 | ||||||
| 2025-07-07 | 13F | Bangor Savings Bank | 460 | −72,04 | 29 | −67,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20 235 | 430,82 | 1 278 | 508,10 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 8 925 | 564 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 6 530 | 412 | ||||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 6 665 | −78,72 | 424 | −75,48 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 100 000 | 6 314 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 12 832 | 812 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 465 | 0 | ||||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 5 415 | −87,88 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 431 970 | −1,70 | 27 274 | 12,66 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 948 | 249 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 975 | 0,00 | 62 | 15,09 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 241 130 | 20,34 | 15 225 | 37,91 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 42 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 169 769 | 35,50 | 10 718 | 55,18 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 4 657 | 294 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 400 | 25 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 7 652 | −22,99 | 483 | −11,70 | ||||
| 2025-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16 764 | −64,96 | 1 058 | −59,85 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 6 119 | 0,00 | 374 | 0,00 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 11 794 | 1,65 | 745 | 16,43 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5 497 | −91,04 | 348 | −89,89 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1 669 | 6,37 | 105 | 22,09 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 27 603 | −20,76 | 1 743 | −9,22 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10 132 | 4,22 | 640 | 19,44 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 0 | −100,00 | 0 | |||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F | Temasek Holdings (Private) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 9 093 | −12,62 | 574 | 0,17 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Johnson Bixby & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 36 087 | −80,90 | 2 279 | −78,11 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 13 321 | 1,95 | 845 | 20,03 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 198 | −2,46 | 13 | 9,09 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 829 | 1,10 | 52 | 15,56 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 27 303 | 467,04 | 1 724 | 550,19 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 18 779 | −28,25 | 1 | 0,00 | ||||
| 2025-05-12 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Leslie Global Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 22 129 | −38,92 | 1 397 | −29,97 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 12 478 | 0,00 | 801 | 16,59 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 2 690 | 170 | ||||||
| 2025-08-07 | 13F | 1st Source Bank | 726 094 | −0,09 | 45 846 | 14,51 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 7 643 | −47,68 | 483 | −40,05 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 33 589 | −15,25 | 2 121 | −2,89 | ||||
| 2025-07-25 | NP | CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A | 37 400 | 0,00 | 2 216 | 8,53 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 15 000 | 947 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 5 203 | −88,64 | 329 | −87,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 7 | 0,00 | 0 | |||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 53 345 | 21,88 | 3 368 | 39,69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 219 552 | −12,42 | 13 862 | −0,17 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 3 968 | 0,00 | 251 | 14,68 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 56 704 | −3,89 | 3 580 | 10,15 | ||||
| 2025-04-29 | 13F | Conning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23 525 | −19,93 | 1 485 | −8,22 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 10 838 | 0,00 | 684 | 14,57 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 60 | 0,00 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 42 581 | −7,32 | 2 689 | 6,20 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13 606 | 50,89 | 859 | 73,19 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 8 192 | −89,25 | 517 | −87,68 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 263 | −76,05 | 17 | −73,33 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 131 074 | 3,13 | 8 276 | 18,21 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6 304 823 | −28,85 | 398 087 | −18,46 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 33 338 | −13,11 | 2 105 | −0,43 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 65 133 | −23,85 | 4 113 | −12,71 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 161 566 | −8,50 | 10 201 | 4,87 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 67 992 | 1,71 | 4 293 | 16,59 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 18 663 | −8,24 | 1 178 | 5,18 | ||||
| 2025-08-08 | 13F | Creative Planning | 821 707 | −6,30 | 51 883 | 7,39 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 9 521 | −7,15 | 601 | 6,56 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Rafferty Asset Management, LLC | 15 303 | 44,78 | 966 | 65,98 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 446 003 | 1,29 | 28 160 | 16,09 | ||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 4 467 | 283 | ||||||
| 2025-09-10 | 13F | WT Wealth Management | 40 957 | 12,84 | 2 586 | 29,36 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 15 529 | −2,59 | 981 | 10,99 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 180 904 | −4,42 | 11 556 | 12,35 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3 747 | −86,37 | 237 | −84,40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 713 305 | −35,61 | 45 038 | −26,20 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 401 493 | 0,97 | 25 350 | 15,73 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23 604 | −43,52 | 1 490 | −35,27 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 15 228 | −11,12 | 961 | 1,91 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 10 507 | −39,24 | 663 | −30,36 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 446 653 | −0,76 | 28 | 16,67 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 37 | 2 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 40 712 | 2,35 | 2 571 | 17,30 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 7 418 | −37,34 | 468 | −28,22 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 189 838 | −0,12 | 11 986 | 14,47 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1 016 | 64 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 165 573 | 2,94 | 10 454 | 17,99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 385 787 | −79,03 | 24 | −76,24 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 5 686 | 0,71 | 359 | 15,43 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 234 383 | −69,30 | 14 799 | −64,81 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 6 790 | −93,89 | 429 | −93,01 | ||||
| 2025-07-10 | 13F | Myriad Asset Management US LP | 629 810 | 39 766 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 18 866 | −43,88 | 1 191 | −35,69 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 34 970 | −6,57 | 2 208 | 7,08 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 3 270 | 206 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 86 | −1,15 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 1 449 780 | −63,76 | 91 539 | −58,46 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 30 123 | 1 902 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 363 | −98,09 | 149 | −97,82 | ||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 125 065 | −45,10 | 7 897 | −37,08 | ||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 22 875 | 1 444 | ||||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 32 823 | 3,30 | 2 073 | 18,40 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 12 105 | −13,56 | 764 | −0,91 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 6 697 | −2,10 | 423 | 12,23 | ||||
| 2025-07-02 | 13F | Norway Savings Bank | 78 792 | 2,00 | 4 975 | 16,90 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 215 | −96,99 | 14 | −96,69 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 12 430 | −96,36 | 785 | −95,83 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 15 362 | −17,56 | 970 | −5,56 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 21 925 | 4,13 | 1 384 | 19,41 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 20 013 | 4,07 | 1 103 | 3,38 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 65 153 | −50,51 | 4 114 | −43,29 | ||||
| 2025-08-14 | 13F | Driehaus Capital Management Llc | 111 744 | 0,00 | 7 056 | 14,62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 6 955 | −13,12 | 439 | −0,23 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 12 855 | 13,74 | 812 | 30,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 353 534 | −18,72 | 85 463 | −6,85 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 12 459 | −85,39 | 787 | −83,27 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 33 991 | 3,17 | 2 146 | 18,24 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 26 700 | 1 686 | ||||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 8 881 | −44,50 | 561 | −36,44 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 23 262 | −85,31 | 1 469 | −83,17 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 157 | −73,39 | 10 | −71,87 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 10 342 | −98,51 | 653 | −98,29 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 153 | −3,27 | 73 | 9,09 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 375 | 74,05 | 87 | 100,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 36 173 | −13,39 | 2 284 | −0,74 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 706 | −57,34 | 45 | −51,65 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Avantax Planning Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 6 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 61 919 | −4,11 | 3 910 | 9,90 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 67 339 | −7,98 | 4 252 | 5,46 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 119 165 | −1,59 | 7 524 | 12,79 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 415 | 26 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 21 525 | 0,00 | 1 359 | 14,68 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 410 170 | 1,45 | 25 898 | 16,28 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7 700 | −87,94 | 486 | −86,18 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 29 408 | −5,34 | 1 857 | 8,47 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 106 300 | 5,59 | 6 712 | 21,01 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 12 893 | −92,67 | 814 | −91,60 | ||||
| 2025-07-30 | 13F | Strategic Investment Management, Llc | 5 600 | −98,19 | 354 | −97,93 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 572 | 0,00 | 36 | 16,13 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 921 | −80,60 | 1 195 | −77,78 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 106 711 | 26,07 | 6 738 | 44,51 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 275 | 0,00 | 17 | 13,33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 171 | −35,80 | 74 | −27,00 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 29 452 | 0,00 | 1 860 | 14,61 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | BSW Wealth Partners | 5 525 | 38,23 | 349 | 58,18 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9 662 | −16,99 | 610 | −4,84 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 59 170 | −4,75 | 3 736 | 9,15 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7 989 | −59,65 | 504 | −53,76 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 414 | 26 | ||||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 191 | 0,00 | 12 | 20,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 839 | 35,76 | 53 | 52,94 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 26 950 | 41,45 | 1 702 | 62,15 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 183 001 | −1,02 | 11 555 | 13,45 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 3 442 | −10,39 | 217 | 2,84 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 23 853 | 1,07 | 1 506 | 15,85 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 67 882 | −7,92 | 3 740 | −8,51 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 098 | −9,85 | 69 | 2,99 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 12 276 | 775 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 25 206 | −3,27 | 1 591 | 10,87 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 310 675 | 1,62 | 19 616 | 16,48 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 6 988 | −2,65 | 385 | −3,52 | ||||
| 2025-07-22 | 13F | Legacy Trust | 4 632 | 292 | ||||||
| 2025-07-07 | 13F | Trust Co | 370 | 0,00 | 23 | 15,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 31 459 | −12,10 | 1 986 | 0,76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 25 456 | −13,13 | 1 607 | −0,43 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 50 767 | 0,42 | 3 254 | 18,63 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 144 479 | −2,63 | 9 143 | 11,23 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45 998 | 7,11 | 2 904 | 22,79 | ||||
| 2025-08-01 | 13F | Teacher Retirement System Of Texas | 6 098 476 | 385 058 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 8 650 | −57,87 | 546 | −51,81 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 116 017 | 7,44 | 7 325 | 23,13 | ||||
| 2025-06-27 | NP | XXCH - Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares | 19 724 | −35,00 | 1 119 | −34,64 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 14 653 | −0,54 | 925 | 14,06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 192 520 | −1,62 | 75 296 | 12,76 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 14 325 | −22,40 | 904 | −11,02 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 090 031 | 2,36 | 68 825 | 17,32 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 289 906 | 17,47 | 18 305 | 34,63 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 37 944 | −86,14 | 2 419 | −83,97 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 142 182 | −0,79 | 8 977 | 16,27 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 46 933 | 4,10 | 2 963 | 19,33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 71 | −99,79 | 5 | −99,78 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 6 894 | −2,48 | 435 | 11,83 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 47 274 | −2,03 | 2 985 | 12,26 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 5 368 | −88,82 | 339 | −87,22 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 42 521 | −9,85 | 2 685 | 3,31 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9 055 | −24,27 | 572 | −13,22 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 5 509 | −9,75 | 348 | 3,27 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 41 728 | 7,25 | 2 635 | 22,91 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1 710 | 362,16 | 108 | 435,00 | ||||
| 2025-04-14 | 13F | Buttonwood Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17 411 | 87,36 | 1 099 | 115,07 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 145 233 | −74,24 | 9 170 | −70,47 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 5 270 | −94,36 | 333 | −93,55 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 3 210 | 203 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 704 | −79,62 | 44 | −76,84 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 7 515 | −90,99 | 475 | −89,68 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 22 950 | 1,36 | 1 449 | 16,20 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 439 | 0,00 | 280 | 14,75 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 33 703 | −62,41 | 2 128 | −56,91 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 37 149 | 239,85 | 2 346 | 289,53 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 39 478 | 42,98 | 2 493 | 63,84 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 324 | −30,15 | 526 | −19,97 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 4 100 | −42,25 | 259 | −34,02 | |||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 219 985 | 6,39 | 13 890 | 21,94 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 77 600 | 251,50 | 4 900 | 302,88 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 135 022 | 1,36 | 8 525 | 16,18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 894 674 | 634,92 | 56 490 | 742,37 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 54 637 | 2,07 | 3 450 | 16,99 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4 003 | −58,19 | 253 | −52,18 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 26 818 | −15,85 | 1 693 | −3,53 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 7 395 | 12,54 | 467 | 29,09 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 18 300 | 88,66 | 1 155 | 116,29 | |||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 1 402 | −77,17 | 796 | 135,50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 563 767 | −66,28 | 35 596 | −61,36 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 3 595 | 227 | ||||||
| 2025-08-12 | 13F | Legal & General Group Plc | 339 195 | 60,91 | 21 418 | 83,45 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 39 837 | 1,10 | 2 515 | 15,90 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 9 468 | −2,07 | 598 | 12,22 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 328 | 21 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Lavaca Capital Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 139 511 | 2,50 | 8 809 | 17,47 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 48 492 | −51,86 | 3 062 | −44,84 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 6 716 123 | 6,56 | 424 056 | 22,13 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 17 010 | −75,78 | 1 074 | −72,24 | ||||
| 2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 43 530 | 0,00 | 3 | 0,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13 768 | −81,48 | 865 | −78,91 | ||||
| 2025-04-09 | 13F | American National Bank | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 308 261 | −87,44 | 19 | −85,93 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 3 232 | −75,36 | 204 | −71,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 80 673 | −1,18 | 5 094 | 13,25 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 16 856 | 10,50 | 1 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 9 118 | −50,38 | 576 | −43,18 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 25 267 | 3,60 | 1 595 | 18,76 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 275 | 0,00 | 17 | 13,33 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 34 244 | 2 162 | ||||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 5 500 | 5,77 | 347 | 21,33 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 190 550 | −32,67 | 10 812 | −32,29 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 6 738 | 2,28 | 425 | 17,40 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 705 390 | 3,22 | 44 538 | 18,31 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 383 | −76,30 | 24 | −73,03 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4 727 | 0,94 | 298 | 15,95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11 834 614 | −29,30 | 747 238 | −18,97 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 284 736 | −2,25 | 15 686 | −2,89 | ||||
| 2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 456 200 | 0,00 | 29 | 12,00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 51 439 | −33,01 | 2 834 | −33,45 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 14 098 | 0,97 | 890 | 15,73 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 12 000 | −94,31 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 5 690 | 0,00 | 359 | 14,70 | ||||
| 2025-04-29 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 212 682 | 1,47 | 13 486 | 22,85 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 6 493 | 410 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 559 | 225 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 13 724 | −85,35 | 867 | −83,21 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 632 | 6,76 | 40 | 21,88 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 103 571 | −8,57 | 6 540 | 4,79 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 696 | 0,00 | 44 | 13,16 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9 676 | −6,40 | 1 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 480 002 | 30 307 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12 407 | 7,79 | 783 | 23,50 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 2 895 477 | −44,30 | 182 822 | −36,16 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 436 | −34,34 | 28 | −25,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 28 622 | −13,05 | 1 807 | −0,33 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4 734 | −13,90 | 299 | −1,32 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 17 | 1 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 175 347 | 5,11 | 11 071 | 20,47 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 8 872 | 1,59 | 560 | 16,42 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 89 224 | 37,37 | 5 634 | 57,43 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 3 394 | −56,62 | 214 | −50,23 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 411 | −92,17 | 342 | −91,05 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 75 331 | −11,02 | 4 756 | 1,97 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 008 204 | −12,11 | 126 798 | 0,74 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 226 930 | −4,69 | 12 502 | −5,31 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 19 135 | −81,95 | 1 208 | −79,32 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 6 043 | −95,66 | 382 | −95,03 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 21 869 | −0,75 | 1 381 | 13,77 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 501 | 32 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 41 029 | −13,44 | 2 591 | −0,80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 44 803 | −77,51 | 2 829 | −74,23 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 15 725 | −1,56 | 993 | 12,73 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 33 000 | 0,00 | 2 088 | 14,91 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 18 396 | 29,89 | 1 162 | 43,51 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 139 113 | 3,60 | 8 784 | 18,74 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 428 874 | 10,81 | 27 079 | 27,01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 238 294 | −85,96 | 204 466 | −83,91 | ||||
| 2025-08-14 | 13F | Adventist Health System/ West | 837 660 | 52 890 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 121 529 | −86,39 | 7 673 | −84,40 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 18 164 | −69,28 | 1 147 | −64,81 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 11 587 | 13,64 | 732 | 30,30 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 92 349 | −53,96 | 5 831 | −47,24 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 969 | −22,36 | 61 | −10,29 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 51 222 | −1,79 | 3 234 | 12,57 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 3 942 | 249 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 2 066 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 30 147 | −12,42 | 1 926 | 0,00 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 3 889 | −39,47 | 246 | −30,59 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SMART Wealth LLC | 4 590 | 290 | ||||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 66 994 | 57,76 | 4 230 | 80,80 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7 826 | −48,33 | 494 | −40,77 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 52 038 | −1,89 | 3 286 | 12,42 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 75 183 | −6,25 | 5 | 0,00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 124 | 0,00 | 8 | 16,67 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 18 013 | −0,84 | 1 137 | 13,70 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 149 688 | −36,61 | 9 451 | −27,35 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3 471 | −28,49 | 219 | −17,98 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 40 503 | 13,54 | 2 557 | 30,13 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 18 | −71,43 | 0 |
Other Listings
| MX:EMXC1 |
