Grundläggande statistik
| Institutionella ägare | 552 total, 552 long only, 0 short only, 0 long/short - change of 5,53% MRQ |
| Genomsnittlig portföljallokering | 0.2970 % - change of 2,21% MRQ |
| Institutionella aktier (lång) | 93 621 862 (ex 13D/G) - change of 3,36MM shares 3,72% MRQ |
| Institutionellt värde (lång) | $ 3 408 070 USD ($1000) |
Institutionellt ägande och aktieägare
iShares, Inc. - iShares ESG Aware MSCI EM ETF (US:ESGE) har 552 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 93,621,862 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Empower Advisory Group, LLC, Morgan Stanley, Wit, Llc, Northern Trust Corp, Tiaa Trust, National Association, Envestnet Asset Management Inc, Betterment LLC, Wealthfront Advisers Llc, and Fmr Llc .
iShares, Inc. - iShares ESG Aware MSCI EM ETF (NasdaqGM:ESGE) 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 11, 2025 is 42,42 / share. Previously, on September 12, 2024, the share price was 34,00 / share. This represents an increase of 24,76% 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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Change Path, LLC | 30 688 | 0,95 | 1 202 | 13,18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 55 074 | 3,91 | 2 157 | 16,47 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 5 219 | 204 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 5 495 | −18,50 | 215 | −8,51 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 24 919 | −31,52 | 976 | −23,21 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 7 149 | −34,38 | 280 | −26,58 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 7 002 | −6,54 | 274 | 4,98 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 315 476 | −6,56 | 90 697 | 4,72 | ||||
| 2025-07-30 | NP | FSAMX - Strategic Advisers Emerging Markets Fund This fund is a listed as child fund of Fmr Llc 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 | 209 609 | 0,00 | 7 676 | 5,56 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wcm Investment Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 5 747 | 225 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 258 | 7,95 | 10 | 25,00 | ||||
| 2025-04-08 | 13F | Rothschild Investment Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 680 234 | 7,11 | 26 645 | 20,05 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional 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 | 8 386 | 2,92 | 295 | 5,38 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 66 139 | −4,57 | 2 610 | 7,72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 450 727 | −9,14 | 17 655 | 1,83 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5 423 | 212 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 408 | 0,00 | 16 | 7,14 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 6 620 | 0,00 | 259 | 12,12 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 30 981 | −1,20 | 1 214 | 10,78 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 5 898 | 0,00 | 231 | 12,14 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 79 | −5,95 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 44 286 | 18,61 | 1 735 | 32,98 | ||||
| 2025-07-07 | 13F | Trust Co | 23 998 | −8,63 | 940 | 2,40 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 38 573 | 6,23 | 1 511 | 18,99 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 6 432 | 0,50 | 252 | 12,56 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 9 865 | 39,49 | 386 | 56,28 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 518 | 20 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 63 456 | −17,35 | 2 486 | −7,38 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 71 618 | 29 494,21 | 2 805 | 34 962,50 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 9 701 | 0,14 | 380 | 12,43 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 18 098 | 13,18 | 734 | 30,89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 229 588 | −0,04 | 8 993 | 12,02 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 11 273 | 442 | ||||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 6 560 | −3,16 | 257 | 8,47 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 428 | 17 | ||||||
| 2025-04-17 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 156 987 | 3,81 | 6 149 | 16,35 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 16 936 | −7,00 | 663 | 4,25 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 8 294 | 0,89 | 325 | 12,89 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 37 947 | 0,31 | 1 486 | 12,41 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 50 465 | 4,41 | 1 977 | 16,99 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 181 | −86,67 | 281 | −85,07 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 70 | 3 | ||||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 361 975 | −8,84 | 14 179 | 2,16 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3 629 | 4,49 | 0 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 48 926 | 2,51 | 1 953 | 16,88 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 32 375 | 15,32 | 1 268 | 29,26 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 12 441 | 0,15 | 487 | 12,21 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 285 073 | −4,45 | 11 166 | 7,09 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 35 796 | −14,21 | 1 402 | −3,84 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 34 227 | −0,06 | 1 341 | 12,04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 237 128 | 8,61 | 48 458 | 21,72 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 18 047 | −0,50 | 707 | 11,53 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 6 147 | −0,05 | 241 | 12,15 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 8 244 | −5,08 | 323 | 6,27 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 235 | 0,00 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 330 820 | −0,24 | 12 958 | 11,81 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 90 | 4 | ||||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 32 656 | −5,13 | 1 279 | 6,32 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 5 866 | −27,53 | 205 | −25,72 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 43 215 | −7,26 | 1 693 | 3,93 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 6 037 | 0,00 | 236 | 12,38 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 88 734 | 15,95 | 3 476 | 29,96 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 12 502 | 1,03 | 495 | 23,13 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16 427 | 55,46 | 643 | 74,25 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 37 307 | −2,20 | 1 461 | 9,60 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 8 577 | 258 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 590 | 0,00 | 23 | 15,00 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 62 537 | −37,46 | 2 449 | −29,94 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 77 800 | 41 064,02 | 3 047 | 50 683,33 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 51 158 | 12,48 | 2 004 | 26,05 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 63 089 | 0,00 | 2 471 | 12,11 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 6 334 | −1,77 | 248 | 10,22 | ||||
| 2025-05-14 | 13F | TD Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 15 454 424 | −2,30 | 605 350 | 9,50 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 110 379 | −2,11 | 4 324 | 9,72 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6 297 | 247 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8 467 | 0,63 | 332 | 12,59 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 33 350 | −4,98 | 1 306 | 6,53 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 797 | 0,00 | 70 | 12,90 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 14 687 | −5,16 | 575 | 6,28 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 290 | 0,00 | 11 | 10,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 48 713 | −29,97 | 1 908 | −21,51 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 14 227 | −4,52 | 557 | 7,12 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 72 418 | 20,14 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 129 | 201 | ||||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 10 460 | −3,15 | 410 | 8,49 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 762 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 55 149 | 8,97 | 2 160 | 22,17 | ||||
| 2025-08-11 | 13F | Eq Llc | 28 198 | −40,83 | 1 104 | −33,69 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 2 420 944 | −2,99 | 94 828 | 8,72 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 907 | 0,00 | 75 | 12,12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 549 748 | 261,92 | 21 534 | 305,67 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 004 | −13,45 | 39 | −2,50 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 446 | −21,48 | 17 | −10,53 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 12 | 0 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 81 | 0,00 | 3 | 50,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 28 670 | 3,14 | 1 123 | 15,55 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 21 748 | 35,58 | 1 | |||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 5 181 | 203 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 308 102 | −49,62 | 12 068 | −43,54 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2050 Fund Investor A 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 | 21 262 | −2,28 | 748 | 0,13 | ||||
| 2025-08-14 | 13F | Comerica Bank | 82 277 | 0,02 | 3 223 | 12,11 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2 330 | 0,00 | 91 | 12,35 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5 716 | −16,35 | 224 | −6,30 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 17 186 | 0,00 | 601 | 4,71 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 147 832 | 1,57 | 5 791 | 13,84 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 140 042 | −7,32 | 5 485 | 3,88 | ||||
| 2025-05-13 | 13F | Coston, McIsaac & Partners | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 6 937 | −16,54 | 273 | −5,86 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15 893 | −3,42 | 623 | 8,17 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 5 685 | 222 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 34 776 | 2,69 | 1 362 | 19,26 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 46 255 | −0,88 | 1 812 | 11,10 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 511 327 | −24,45 | 176 709 | −15,33 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6 221 | 244 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 385 | 0,00 | 15 | 15,38 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 8 532 | 4,96 | 334 | 17,61 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 25 799 | −3,96 | 1 011 | 7,68 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 949 | 5,69 | 76 | 18,75 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 67 | 0,00 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 8 295 | 325 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 55 369 | 0,18 | 2 169 | 12,27 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13 049 | −81,59 | 1 | −100,00 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 14 765 | 5,06 | 578 | 22,72 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 156 472 | 16,31 | 6 129 | 30,38 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 1 562 | 0,00 | 61 | 12,96 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5 131 | 201 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 13 344 | 6,76 | 1 | |||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1 882 | −2,34 | 74 | 8,96 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 11 763 | 0,18 | 461 | 12,20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 257 495 | 3,03 | 10 | 25,00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 99 050 | 0,24 | 3 880 | 12,34 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 22 289 | 0,95 | 873 | 13,23 | ||||
| 2025-08-06 | 13F | Rothschild & Co Wealth Management UK Ltd | 5 523 | −5,96 | 216 | 5,37 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 25 625 | 1,72 | 1 004 | 13,98 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 896 | 4,29 | 74 | 17,46 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1 950 | 0,00 | 65 | 4,84 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 398 | −31,27 | 94 | −23,14 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 77 289 | −22,58 | 3 027 | −13,22 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 70 033 | 1,93 | 2 735 | 20,54 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8 850 | 18,28 | 347 | 32,57 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 307 | −9,05 | 51 | 2,00 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 8 276 | 1,20 | 327 | 9,40 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 45 834 | 1 795 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 418 362 | 0,90 | 133 897 | 13,08 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 11 853 | −15,92 | 464 | −5,69 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 11 | 0 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 18 634 | 3,41 | 1 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 39 153 | −17,17 | 1 534 | −7,20 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 11 423 | −3,72 | 447 | 7,97 | ||||
| 2025-05-09 | 13F | Fortis Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 426 514 | −1,11 | 55 877 | 10,83 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 26 718 | 14,80 | 1 047 | 28,66 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 14 345 | 3,10 | 562 | 15,43 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 88 687 | −2,38 | 3 474 | 9,39 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 155 676 | 2 084,01 | 6 098 | 2 348,59 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9 276 | −6,85 | 363 | 4,31 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10 321 | 1,55 | 404 | 13,80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 36 151 | 1,99 | 1 263 | 6,76 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5 961 | 233 | ||||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 13 610 | 0,00 | 533 | 12,21 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 90 | 130,77 | 0 | |||||
| 2025-04-16 | 13F | Krilogy Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 22 367 | −1,54 | 876 | 10,47 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 22 821 | 64,26 | 894 | 84,12 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 974 291 | 40,58 | 38 163 | 57,55 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 346 542 | 12,38 | 131 | 25,96 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 140 414 | 5 500 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 17 915 | −1,50 | 702 | 10,39 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7 371 | 3,11 | 289 | 15,66 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 212 | 0,00 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 226 191 | −3,21 | 8 860 | 8,47 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 525 | 18 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 6 055 | 1,10 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 5 525 | 0,00 | 216 | 11,92 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 36 435 | −1,89 | 1 427 | 10,02 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 830 | −16,55 | 307 | −6,42 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 13 207 | −0,58 | 517 | 11,42 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 5 697 | 223 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 86 597 | 25,04 | 3 392 | 40,17 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 13 375 | 0,47 | 467 | 5,18 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 28 314 | 47,50 | 1 109 | 65,52 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 66 275 | −2,54 | 2 596 | 14,32 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 5 864 | 0,00 | 230 | 12,25 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 14 421 | −1,56 | 580 | 13,75 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 946 | 0,00 | 37 | 12,12 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 343 | 0,00 | 13 | 18,18 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 11 347 | 2,86 | 444 | 15,32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 82 | 0,00 | 3 | 50,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 435 | 17 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 968 | 1 038,82 | 38 | 1 750,00 | ||||
| 2025-08-08 | 13F | Fiduciary Counselling Inc | 2 515 | 0,00 | 99 | 12,64 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 417 101 | −6,84 | 16 | 6,67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 303 | 286 | ||||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 8 889 | 2,07 | 348 | 14,47 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 8 805 | 0,70 | 345 | 12,79 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 11 063 | 433 | ||||||
| 2025-07-22 | 13F | Stanich Group LLC | 128 478 | 3,46 | 5 058 | 16,54 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 763 | 1,43 | 226 | 13,64 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 115 286 | 0,37 | 4 516 | 12,48 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 5 835 | −5,64 | 229 | 5,56 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 30 943 | 30,05 | 1 212 | 45,85 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 5 121 | 205 | ||||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 7 650 | 0,62 | 300 | 12,83 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 21 116 | −7,52 | 827 | 3,63 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 6 163 | −15,22 | 241 | −5,12 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10 745 | 29,61 | 421 | 45,33 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 577 | 0,17 | 23 | 10,00 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 1 855 | −2,52 | 73 | 9,09 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 6 162 | 241 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 11 769 | 15,45 | 461 | 29,21 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 13 363 | −28,34 | 523 | −16,05 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 286 | 0,00 | 11 | 22,22 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 12 151 | −2,64 | 476 | 8,94 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 15 971 | −1,34 | 626 | 10,62 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 9 499 | 0,29 | 372 | 12,39 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 32 110 | 3,18 | 1 258 | 15,64 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 643 | −35,89 | 25 | −28,57 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5 581 197 | −2,14 | 218 615 | 9,68 | ||||
| 2025-06-26 | NP | EAOM - iShares ESG Aware Moderate Allocation ETF | 6 956 | −10,00 | 245 | −7,92 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 13 079 | 0,00 | 512 | 12,04 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 352 124 | −0,78 | 13 793 | 11,19 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 756 | 0,40 | 30 | 11,54 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 177 382 | 6 948 | ||||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 6 561 | −0,32 | 257 | 11,30 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 163 589 | 2,51 | 6 408 | 14,88 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 45 914 | −19,41 | 1 798 | −9,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 73 702 | 45,13 | 2 844 | 60,23 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2030 Fund Institutional 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 | 7 665 | −0,27 | 270 | 2,28 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 8 626 | −9,39 | 338 | 1,51 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 132 | −15,38 | 5 | 0,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 16 818 | −6,66 | 659 | 4,61 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 47 706 | 2,40 | 1 869 | 14,74 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 510 844 | −6,14 | 20 010 | 5,19 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 27 188 | −4,71 | 1 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 160 | 0,00 | 6 | 20,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 434 498 | −9,07 | 173 358 | 1,71 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 31 107 | −3,71 | 1 218 | 7,88 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 138 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 130 | 420,00 | 5 | |||||
| 2025-05-07 | 13F | JSF Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | EAOK - iShares ESG Aware Conservative Allocation ETF | 7 025 | 0,00 | 247 | 2,07 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 8 154 | 21,32 | 320 | 41,78 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 84 809 | 3 322 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 18 780 | 0,01 | 736 | 12,04 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 91 918 | −0,14 | 3 600 | 11,94 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 40 447 | 7,61 | 1 584 | 20,64 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 17 925 | −16,65 | 702 | −6,52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 671 554 | −0,26 | 65 475 | 11,78 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 18 590 | −7,44 | 728 | 3,85 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 5 979 | 1,00 | 234 | 13,59 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 13 904 | 0,21 | 545 | 12,40 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1 779 | 0,00 | 62 | 5,08 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 395 | 0,00 | 15 | 15,38 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 8 692 | −20,33 | 340 | −10,76 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 158 | 0,00 | 6 | 20,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 930 016 | 3,56 | 75 599 | 16,06 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 17 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 13 275 | 2,83 | 520 | 15,08 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 766 | −94,07 | 30 | −93,57 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 19 872 | −1,20 | 778 | 10,83 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 13 621 | −23,08 | 534 | −13,75 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 543 | 6,53 | 452 | 19,58 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 9 869 | 11,01 | 387 | 24,52 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 8 043 | −21,76 | 315 | −12,26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 21 772 | −42,80 | 853 | −35,94 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 063 382 | −29,58 | 80 823 | −21,08 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 892 | −5,81 | 35 | 3,03 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 2 420 | 0,00 | 95 | 11,90 | ||||
| 2025-08-14 | 13F | Wit, Llc | 4 588 201 | 485,32 | 179 720 | 199,43 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 7 351 | −3,23 | 288 | 8,30 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 6 047 | 237 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 6 434 | 0,09 | 252 | 12,50 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 575 | −4,96 | 23 | 4,76 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 11 193 | 0,37 | 438 | 12,60 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 17 916 | 30,02 | 702 | 45,74 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 5 386 | −39,15 | 211 | −32,04 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7 416 | 0,83 | 290 | 12,84 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 20 497 | 1,91 | 803 | 14,25 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 14 293 | −3,29 | 560 | 8,33 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 059 | 0,00 | 41 | 10,81 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund Investor A 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 | 19 280 | 0,64 | 678 | 3,04 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9 348 | 2,89 | 366 | 15,46 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 36 972 | 9,11 | 1 448 | 22,30 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 7 144 | −1,81 | 280 | 9,84 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 10 572 | 15,68 | 414 | 29,78 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 3 493 | −2,51 | 138 | 9,60 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 227 | 5,09 | 9 | 14,29 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 968 | −24,20 | 38 | −15,91 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Gould Capital, LLC | 1 964 | 0,00 | 77 | 11,76 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 3 514 | 0,00 | 138 | 12,30 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 9 061 | −16,15 | 355 | −6,10 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 5 765 | −1,52 | 227 | 11,27 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 293 | 51 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 5 134 | 201 | ||||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 17 024 | 0,00 | 667 | 12,12 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 5 530 | 217 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 619 | 3,51 | 24 | 20,00 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 7 595 | −32,06 | 297 | −23,85 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 115 | 6,48 | 0 | |||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 61 402 | −1,83 | 2 405 | 10,02 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 20 262 | −0,09 | 794 | 12,01 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 16 056 | −1,15 | 629 | 10,76 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 69 797 | 2,47 | 2 734 | 14,83 | ||||
| 2025-07-16 | 13F | American National Bank | 1 100 | 43 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 46 291 | −6,79 | 1 813 | 4,50 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 692 | −43,90 | 145 | −37,12 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 97 917 | −58,95 | 3 835 | −53,99 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 15 681 | −0,53 | 614 | 11,64 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 12 482 | 0,00 | 489 | 11,93 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 232 | 5,88 | 87 | 19,18 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 43 264 | 0,24 | 1 695 | 12,33 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 412 | −5,29 | 14 | 0,00 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 5 276 | 0 | ||||||
| 2025-04-23 | 13F | JB Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 296 133 | 2,69 | 11 599 | 15,09 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 30 513 | −2,15 | 1 195 | 9,73 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 13 934 | −12,16 | 546 | −1,62 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 8 367 | 0,41 | 328 | 12,37 | ||||
| 2025-04-17 | 13F | Affinity Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 10 153 | 398 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 40 429 | 24,77 | 1 584 | 39,84 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 7 946 | 3,50 | 311 | 16,04 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 3 910 | 1,58 | 153 | 14,18 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 11 032 | 6,52 | 432 | 25,22 | ||||
| 2025-08-12 | 13F | Prudential Plc | 6 800 | 58,14 | 266 | 77,33 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 22 877 | −6,78 | 896 | 4,55 | ||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 1 124 | 0,00 | 44 | 12,82 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 094 | 0,94 | 317 | 13,21 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 35 333 | 127,93 | 1 384 | 155,64 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 210 770 | −13,19 | 8 256 | −2,86 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 11 364 | −0,57 | 445 | 11,53 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 110 775 | 5,93 | 4 339 | 18,75 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 20 122 | −2,34 | 788 | 9,44 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 36 929 | 69,24 | 1 447 | 89,76 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 6 684 | −11,07 | 262 | −0,38 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 267 | 10 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 812 | 71 | ||||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 6 810 | −8,31 | 267 | 2,70 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 15 424 | −1,10 | 604 | 10,83 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 143 962 | −5,27 | 5 639 | 6,16 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 7 311 | −5,25 | 286 | 6,32 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 5 589 | 221 | ||||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 30 000 | 0,00 | 1 175 | 12,12 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 709 | 0,00 | 28 | 12,50 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 325 | −30,37 | 52 | −22,73 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 138 106 | 285,47 | 5 410 | 332,03 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 36 533 | 20,00 | 1 431 | 34,40 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8 393 | −12,48 | 329 | −2,09 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 48 720 | 3,47 | 1 908 | 15,99 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 7 300 | 286 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 762 669 | 1,52 | 29 874 | 13,78 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 20 697 | 10,31 | 811 | 23,66 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 145 | 0,00 | 6 | 0,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 132 | 201 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 41 069 | 13,62 | 1 609 | 27,32 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 8 768 | 40,65 | 343 | 58,06 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 775 | −2,27 | 27 | 3,85 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 106 | 4 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2 806 | 7,67 | 110 | 19,78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 693 | 56,79 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 5 314 | 208 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 522 663 | −7,90 | 59 662 | 3,22 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 3 292 | 0,06 | 129 | 12,28 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26 486 | 1,37 | 1 037 | 13,58 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 418 254 | 1,03 | 16 383 | 13,24 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 1 096 | 0,00 | 43 | 10,53 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 24 214 | −6,01 | 966 | 7,33 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 41 935 | −6,87 | 1 643 | 4,39 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 5 135 | 201 | ||||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 14 418 | 11,00 | 565 | 24,50 | ||||
| 2025-08-12 | 13F | Bokf, Na | 56 294 | −1,95 | 2 205 | 9,92 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 218 269 | 11,40 | 9 | 33,33 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 507 | 1,00 | 20 | 11,76 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 788 977 | 7,04 | 30 904 | 19,97 | ||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 41 089 | −4,18 | 1 609 | 7,41 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 14 363 | −2,53 | 563 | 9,13 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 25 | 1 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 279 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Theory Financial Llc | 6 483 | 256 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 327 848 | 188,50 | 13 | 300,00 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 6 948 | 0,20 | 272 | 12,40 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 904 676 | −0,01 | 35 418 | 12,10 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 45 342 | 25,42 | 1 776 | 40,62 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 37 230 | −20,74 | 1 458 | −11,15 | ||||
| 2025-04-18 | 13F | Bfsg, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 3 851 | 0,00 | 151 | 11,94 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 695 811 | 5,00 | 27 255 | 17,68 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 70 639 | 0,89 | 2 767 | 13,04 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 285 | −19,03 | 11 | −8,33 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 15 804 | 144,95 | 619 | 175,11 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 122 150 | −73,87 | 4 785 | −70,72 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10 704 | −4,68 | 419 | 6,89 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 19 452 | 6,87 | 680 | 11,86 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 430 | −26,01 | 604 | −17,03 | ||||
| 2025-06-26 | NP | EAOA - iShares ESG Aware Aggressive Allocation ETF | 64 235 | −0,02 | 2 259 | 2,40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 871 300 | −2,39 | 73 299 | 9,39 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 11 545 | 12,68 | 452 | 26,26 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 98 947 | 12,97 | 3 876 | 26,59 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 58 251 | 0,52 | 2 284 | 11,26 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 30 094 | 1 179 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1 403 | 0,00 | 49 | 6,52 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 323 | 13 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 55 620 | 3,78 | 2 179 | 16,28 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 262 | 0,00 | 10 | 25,00 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 57 091 | 3,96 | 2 236 | 16,52 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 244 | 0,97 | 49 | 11,63 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 16 387 | 0,00 | 642 | 12,06 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 108 | 0,00 | 4 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 351 | 65,36 | 53 | 85,71 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 39 458 | 0,44 | 1 546 | 12,53 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 11 290 | −93,79 | 442 | −93,10 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 5 272 | 207 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 12 492 | −4,00 | 489 | 7,47 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 65 291 | 3,68 | 2 557 | 16,17 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2055 Fund Investor A 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 | 15 519 | −1,65 | 546 | 0,74 | ||||
| 2025-08-13 | 13F | Amundi | 37 866 | 0,00 | 1 492 | 14,52 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 18 646 | 38 745,83 | 730 | 72 900,00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 363 178 | −2,19 | 14 226 | 9,62 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13 405 | −10,79 | 525 | −0,38 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2065 Fund Investor A 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 | 10 702 | −4,85 | 376 | −2,59 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 31 415 | 9,36 | 1 231 | 22,63 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 6 670 | −0,82 | 261 | 11,06 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 16 283 | 3,88 | 638 | 16,45 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 24 600 | −13,45 | 964 | −3,02 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 14 105 | 3,99 | 552 | 16,46 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 691 | 340 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 34 357 | 1,62 | 1 346 | 13,89 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 214 | 8 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 61 391 | −18,90 | 2 405 | −9,15 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 29 132 | −3,52 | 1 141 | 8,15 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 21 688 | −25,87 | 1 | −100,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 105 860 | −1,38 | 4 147 | 10,53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17 147 | −86,03 | 672 | −84,36 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 12 270 | −8,81 | 481 | 2,13 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 424 | 0,00 | 17 | 14,29 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 34 776 | −0,51 | 1 362 | 11,55 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 41 467 | 0,32 | 1 624 | 12,47 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 12 108 | 0,02 | 474 | 12,06 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 4 753 | −1,02 | 0 | |||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2060 Fund Institutional 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 | 16 107 | −5,83 | 566 | −3,58 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 38 | −89,53 | 2 | −91,67 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 6 444 | 252 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 6 221 | −0,30 | 248 | 13,76 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 6 657 | 0,03 | 261 | 12,07 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 860 | 2,49 | 543 | 14,83 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 13 308 | 4,86 | 521 | 17,61 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 645 | 0,00 | 25 | 13,64 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 10 264 | 24,02 | 402 | 39,10 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 624 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 15 048 | 0,88 | 589 | 13,05 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 85 829 | −2,48 | 3 362 | 9,27 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 441 460 | 2,39 | 213 142 | 14,76 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14 732 | −11,67 | 577 | −0,86 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 5 961 | 208 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 56 | 0,00 | 2 | 100,00 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Motco | 2 050 | 9,22 | 81 | 23,08 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 167 200 | −2,13 | 6 549 | 9,70 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 25 752 | −1,99 | 1 009 | 9,80 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 6 800 | 266 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 6 838 | 0,00 | 268 | 12,18 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 098 139 | 162,53 | 82 184 | 194,24 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 16 109 | −71,22 | 631 | −67,79 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 118 160 | 7,46 | 4 628 | 20,46 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 323 | −5,43 | 52 | 10,87 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 18 093 | 709 | ||||||
| 2025-05-02 | 13F | Massachusetts Financial Services Co /ma/ | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | EAOR - iShares ESG Aware Growth Allocation ETF | 37 057 | 0,04 | 1 303 | 2,44 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 8 322 | −48,44 | 326 | −42,38 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 1 426 | −13,37 | 56 | −3,51 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2 492 | −9,58 | 98 | 2,11 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 15 567 | 4,94 | 610 | 17,57 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 18 239 | −1,10 | 714 | 10,87 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 9 996 | 5,23 | 392 | 18,13 | ||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K 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 | 6 538 | −7,28 | 230 | −4,98 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 120 450 | −3,59 | 4 146 | −5,06 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 877 | −34,06 | 34 | −26,09 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 57 159 | 0,00 | 2 239 | 12,07 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5 316 | −35,71 | 208 | −28,03 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 15 | 1 | ||||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 16 541 | 0,00 | 648 | 11,94 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 23 638 | −7,62 | 926 | 3,47 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 14 991 | 76,51 | 587 | 98,31 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 60 | 0,00 | 2 | 0,00 | ||||
| 2025-08-27 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional | 4 634 | −6,02 | 163 | −4,14 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 35 976 | 4,15 | 1 409 | 16,74 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 43 | 0,00 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 778 | −15,41 | 70 | −5,48 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 779 | −17,04 | 31 | −6,25 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 742 | 68 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 48 252 | 1,65 | 1 890 | 13,99 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 14 532 | −2,71 | 569 | 9,00 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 9 097 | −13,34 | 356 | −3,26 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17 370 | 23,85 | 680 | 38,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 500 | −1,86 | 255 | 9,96 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 59 272 | 2 322 | ||||||
| 2025-06-26 | NP | BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fund Institutional 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 | 21 658 | −8,48 | 761 | −6,28 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 18 944 | 49,15 | 742 | 67,49 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 764 | 0,92 | 30 | 11,54 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21 619 | 10,95 | 856 | 25,70 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 7 574 | 0,00 | 297 | 12,12 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 335 638 | −33,47 | 13 | −23,53 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 269 | 1,28 | 50 | 13,95 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 779 | 70 | ||||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 30 312 | 0,56 | 1 187 | 12,73 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 16 101 | −1,68 | 1 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 658 | 0,00 | 26 | 13,64 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11 970 | −50,73 | 469 | −44,88 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 955 | −50,17 | 116 | −44,44 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 19 179 | −4,89 | 751 | 6,68 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 8 186 | −4,73 | 321 | 6,67 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 31 181 | −2,82 | 1 221 | 8,92 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 13 650 | 2,33 | 535 | 14,59 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 198 362 | 0,53 | 8 | 16,67 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 19 884 | −11,96 | 779 | −1,39 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 880 | 0,00 | 74 | 12,31 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 52 573 | 0,48 | 2 059 | 12,64 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 15 237 | 0,12 | 597 | 12,24 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 1 239 058 | 4,04 | 49 | 17,07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 503 701 | 2 468,20 | 19 730 | 2 780,15 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 621 600 | −0,75 | 24 348 | 11,24 | ||||
| 2025-08-21 | NP | MXENX - Great-West Emerging Markets Equity Fund Institutional Class | 71 404 | −58,87 | 2 797 | −53,91 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 16 721 | 4,57 | 655 | 17,20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 782 025 | −0,10 | 30 632 | 11,96 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 390 | −9,09 | 15 | 7,14 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 740 | 3,45 | 0 | |||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 11 432 | −1,24 | 448 | 10,64 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 76 845 | 10,57 | 3 010 | 23,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 882 | −1,49 | 230 | 10,58 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 682 | 68 | ||||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 11 678 | −1,06 | 457 | 10,92 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 7 483 | 18,53 | 293 | 33,18 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6 315 | −14,48 | 247 | −4,26 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 17 070 | 0,00 | 668 | 12,08 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7 893 | −0,97 | 309 | 11,15 | ||||
| 2025-04-09 | 13F | West Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 230 | −59,63 | 87 | −54,92 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 33 413 | 8,17 | 1 309 | 21,22 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 11 780 | −5,59 | 461 | 5,73 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6 536 | 54,04 | 256 | 72,97 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 27 430 | 27,96 | 1 074 | 43,39 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 6 668 | −11,48 | 261 | −0,76 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 14 603 | −1,01 | 572 | 11,07 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 71 200 | 962,69 | 2 789 | 1 091,45 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 818 697 | 1 775,91 | 71 238 | 2 002,66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34 082 | 6,44 | 1 335 | 19,21 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 7 399 | 0,00 | 290 | 12,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 86 671 | 7,45 | 3 386 | 19,94 | ||||
| 2025-05-14 | 13F | Idaho Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 78 393 | −0,39 | 3 071 | 11,64 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 257 300 | 10 078 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 75 040 | 0,03 | 2 939 | 12,39 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 11 634 | 34,95 | 456 | 51,16 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 163 | 6 | ||||||
| 2025-05-14 | 13F | Tradition Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 19 302 | 45,03 | 756 | 62,58 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 8 379 | 0,36 | 328 | 12,71 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 26 237 | 2,96 | 1 028 | 15,39 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 8 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 173 347 | −1,11 | 6 790 | 10,82 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 297 302 | 1,41 | 11 616 | 13,20 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 25 371 | 994 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 102 746 | 45,07 | 4 025 | 62,59 |
