Grundläggande statistik
| Institutionella ägare | 631 total, 631 long only, 0 short only, 0 long/short - change of 1,28% MRQ |
| Genomsnittlig portföljallokering | 1.4731 % - change of −5,56% MRQ |
| Institutionella aktier (lång) | 358 382 686 (ex 13D/G) - change of 7,37MM shares 2,10% MRQ |
| Institutionellt värde (lång) | $ 15 195 505 USD ($1000) |
Institutionellt ägande och aktieägare
Fidelity Merrimack Street Trust - Fidelity Total Bond ETF (US:FBND) har 631 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 358,382,686 aktier. Största aktieägare inkluderar Northwestern Mutual Wealth Management Co, Morgan Stanley, Fmr Llc, Bank Of America Corp /de/, Sagespring Wealth Partners, Llc, Jpmorgan Chase & Co, Country Trust Bank, Dynasty Wealth Management, Llc, Envestnet Asset Management Inc, and LPL Financial LLC .
Fidelity Merrimack Street Trust - Fidelity Total Bond ETF (ARCA:FBND) 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 17, 2025 is 46,54 / share. Previously, on September 18, 2024, the share price was 46,98 / share. This represents a decline of 0,94% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 7 216 | −8,98 | 330 | −8,59 | ||||
| 2025-08-07 | 13F | Nwam Llc | 49 362 | 28,22 | 2 246 | 27,77 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 398 478 | −2,01 | 18 | 0,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 696 674 | 13,95 | 31 873 | 14,20 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 63 001 | 0,11 | 2 882 | 0,35 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 69 846 | 0,04 | 3 195 | 0,25 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 460 965 | 10,53 | 21 089 | 10,77 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 20 509 | −5,05 | 938 | −4,87 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 116 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 104 394 | 1,99 | 4 776 | 2,23 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 153 078 | 32,83 | 7 003 | 32,76 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 385 144 | 17 629 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 668 791 | 11,20 | 259 347 | 11,45 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 58 | 0,00 | 3 | 0,00 | ||||
| 2025-07-09 | 13F | Southern Style Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 341 340 | 6,93 | 15 676 | 7,15 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 40 842 | 2,25 | 1 869 | 2,47 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 66 474 | −4,24 | 3 041 | −4,01 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 413 | −16,91 | 110 | −16,67 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 24 024 | −9,78 | 1 099 | −9,55 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 228 726 | 4,16 | 10 464 | 4,39 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 34 032 | 40,48 | 1 557 | 40,81 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5 135 | 1,20 | 235 | 1,30 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 19 958 | −7,20 | 913 | −6,93 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 4 549 | 84,62 | 208 | 85,71 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 219 009 | 78,68 | 10 061 | 79,98 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 5 442 | 0,00 | 248 | 0,00 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 65 592 | 3 001 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 460 941 | −0,86 | 67 094 | −0,66 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 123 863 | −3,88 | 5 667 | −3,67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 224 464 | 17,21 | 10 270 | 17,47 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 126 756 | 13,88 | 5 799 | 14,13 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 404 147 | 14,87 | 18 490 | 15,12 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 278 189 | −1,94 | 12 727 | −1,71 | ||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 620 | 0,00 | 28 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 847 140 | −20,32 | 38 757 | −19,84 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 358 039 | 7,54 | 16 380 | 7,78 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 835 | 313 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 141 664 | 6,10 | 6 481 | 6,33 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 13 553 | −0,18 | 620 | 0,16 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 37 790 | −16,96 | 1 729 | −16,80 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 419 913 | 3,70 | 19 | 5,56 | ||||
| 2025-04-17 | 13F | Precedent Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 42 242 | −15,71 | 1 933 | −15,52 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 234 839 | 3,60 | 10 744 | 3,82 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 72 963 | −1,37 | 3 338 | −1,15 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 87 628 | −0,37 | 4 024 | −0,17 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 56 247 | −55,78 | 2 573 | −55,69 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 121 955 | −5,64 | 5 579 | −5,44 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 520 833 | −3,23 | 23 656 | −1,63 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 9 394 | −0,53 | 430 | −0,46 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 16 986 | −9,08 | 772 | −9,51 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 133 676 | 8,92 | 6 116 | 9,16 | ||||
| 2025-07-17 | 13F | City Holding Co | 216 | 10 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 70 164 | −11,41 | 3 210 | −11,23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23 844 | −1,65 | 1 091 | −1,45 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 904 | 28,41 | 41 | 32,26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 199 | 158,44 | 12 | 300,00 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 738 238 | −0,32 | 33 774 | −0,10 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 90 041 | 46,49 | 4 119 | 46,84 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 9 146 | 1,60 | 418 | 1,95 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 6 870 | 0,00 | 314 | 0,32 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 32 974 | −42,14 | 1 514 | −42,04 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 17 411 | 30,87 | 797 | 31,14 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 10 379 | −46,34 | 477 | −46,28 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 10 002 | 2,27 | 458 | 2,47 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 326 253 | 11,77 | 14 926 | 12,02 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 37 498 | 222,18 | 1 716 | 222,98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 697 313 | 1,01 | 31 902 | 1,23 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 29 564 | 12,65 | 1 353 | 12,95 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 72 454 | 3 315 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 91 959 | 7,18 | 4 207 | 7,43 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 159 500 | 6,59 | 7 297 | 6,82 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 321 083 | 3,29 | 14 690 | 3,52 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 539 338 | 0,96 | 24 750 | 3,46 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 479 364 | 21,79 | 21 931 | 22,06 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 589 | 8,45 | 805 | 9,09 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 110 725 | 29,67 | 5 066 | 29,94 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 70 683 | 0,74 | 3 234 | 0,97 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 86 | 0,00 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 490 758 | −18,06 | 22 452 | −17,91 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 311 058 | −24,52 | 105 731 | −24,36 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 1 149 360 | 4,82 | 52 583 | 5,05 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 687 964 | −0,13 | 31 474 | 0,09 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 1 063 227 | 3,06 | 48 643 | 3,29 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 688 361 | 2,26 | 31 493 | 2,49 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 413 287 | 3,62 | 18 838 | 3,89 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 11 891 | −1,23 | 546 | −0,91 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 24 053 | 1,27 | 1 100 | 1,48 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 69 345 | 39,66 | 3 173 | 39,98 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 10 276 | 17,09 | 470 | 17,79 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 155 464 | 2,01 | 7 092 | 2,31 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 129 431 | 6,89 | 5 944 | 7,12 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 65 024 | −3,75 | 2 975 | −3,57 | ||||
| 2025-08-14 | 13F | Betterment LLC | 97 501 | 2,74 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 3 839 198 | −0,41 | 175 643 | −0,19 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 92 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 129 430 | 5 938 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 179 379 | −9,76 | 8 207 | −9,57 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 110 251 | 5 044 | ||||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 9 588 | 7,04 | 439 | 8,42 | ||||
| 2025-05-09 | 13F | Emerald Investment Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 31 434 | 92,52 | 1 438 | 92,63 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 10 447 | −0,97 | 478 | −0,83 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 165 126 | 32,25 | 7 555 | 32,55 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 073 | −8,05 | 49 | −5,77 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9 330 | 0,00 | 427 | 0,24 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 70 305 | 7,31 | 3 | 50,00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 81 | −50,00 | 4 | −57,14 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 340 | 336 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 58 191 | 2 662 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 241 | 0,00 | 57 | 0,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 17 126 | 0,05 | 784 | 0,26 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 509 993 | 7,23 | 23 164 | 8,16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 158 750 | 46,14 | 99 | 46,27 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 29 131 588 | −16,65 | 1 332 770 | −16,46 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 325 782 | −12,33 | 14 905 | −11,50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 249 715 | 61,27 | 11 382 | 61,56 | ||||
| 2025-05-08 | 13F | SlateStone Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Gpwm Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 9 343 | 427 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Rockland Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 2 087 492 | 6,24 | 95 503 | 6,48 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 10 410 | 10,63 | 476 | 10,96 | ||||
| 2025-04-30 | 13F | Christopher J. Hasenberg, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 238 964 | −4,83 | 10 933 | −4,62 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 134 468 | −21,97 | 6 152 | −21,80 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 18 975 | 69,72 | 868 | 70,20 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16 825 | 206,13 | 770 | 207,60 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 872 | 86 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 317 663 | 4,43 | 14 536 | 4,75 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 228 | −9,97 | 56 | −9,68 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 903 | 0,21 | 87 | 2,35 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 8 390 | −1,18 | 384 | −1,03 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 15 919 | −5,10 | 728 | −4,84 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 17 403 | 791 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1 325 768 | 15,54 | 60 654 | 15,79 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 192 949 | 2,98 | 8 827 | 3,20 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 12 434 438 | −0,15 | 568 876 | 0,07 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1 191 508 | 4,45 | 54 511 | 4,68 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13 137 | 91,95 | 601 | 92,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 612 | 0,06 | 165 | 0,61 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 12 201 | 1,20 | 558 | 1,45 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8 378 | −48,57 | 383 | −48,45 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 42 580 | 1 375,40 | 184 | −19,74 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 7 014 | −10,05 | 321 | −9,86 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1 317 | −34,58 | 60 | −34,07 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 339 158 | 15 516 | ||||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 42 304 | −89,32 | 1 929 | −89,33 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2 079 076 | 14,29 | 95 118 | 14,54 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 40 079 | 400,49 | 1 834 | 402,19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 630 092 | 1,58 | 74 577 | 1,80 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 66 294 | 11,41 | 3 033 | 11,63 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 34 264 | −1,83 | 1 568 | −1,63 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 211 838 | 1,72 | 9 692 | 1,94 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 173 662 | 1,55 | 7 954 | 1,97 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 40 036 | 77,07 | 1 832 | 77,42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 203 788 | 0,03 | 192 380 | 0,25 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 34 342 | −14,27 | 1 571 | −14,06 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11 646 | 151,75 | 533 | 152,13 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16 322 | 88,11 | 747 | 88,38 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 39 607 | −0,58 | 1 812 | −0,33 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 13 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 419 910 | 3,94 | 19 211 | 4,16 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 56 | 0,00 | 3 | 0,00 | ||||
| 2025-04-30 | 13F | Adapt Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 512 223 | −12,39 | 23 294 | −12,73 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 74 424 | −5,27 | 3 405 | −5,08 | ||||
| 2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | Private Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 162 702 | 2,43 | 7 444 | 2,65 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 330 | 0,00 | 15 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35 | 2 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 128 200 | 2,82 | 51 615 | 3,04 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 830 048 | 1,57 | 37 975 | 1,79 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 120 900 | 1 235,32 | 5 531 | 1 239,23 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 17 254 | 0,10 | 789 | 0,38 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9 387 | −82,72 | 429 | −82,70 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 47 151 | 2 157 | ||||||
| 2025-08-08 | 13F | King Wealth | 21 857 | −2,31 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 349 715 | 21,44 | 15 999 | 21,70 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 607 204 | 1,81 | 27 780 | 2,03 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 902 915 | 4,07 | 41 308 | 4,30 | ||||
| 2025-04-30 | 13F | Capital Insight Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 256 400 | 3 364,86 | 11 730 | 3 380,71 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 116 478 | −3,84 | 5 329 | −3,64 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 25 338 | 36,28 | 1 159 | 36,67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 739 930 | 48,34 | 80 | 49,06 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 201 581 | −2,43 | 9 113 | −3,37 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 611 705 | −0,47 | 27 986 | −0,25 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 174 146 | −0,54 | 7 946 | 1,21 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 1 499 179 | 13,03 | 62 997 | 14,58 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 113 616 | −1,79 | 5 198 | −1,59 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 58 287 | 11,38 | 2 667 | 11,64 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 210 665 | 20,43 | 9 638 | 20,69 | ||||
| 2025-07-30 | 13F | CMG Global Holdings, LLC | 317 111 | −11,51 | 14 448 | −11,05 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 233 | −7,91 | 11 | −9,09 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 11 449 | 0,18 | 526 | 0,38 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 111 850 | 287,91 | 5 117 | 293,62 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 732 963 | 1,02 | 33 533 | 1,24 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 686 232 | −63,80 | 77 145 | −63,72 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 33 984 | 0,19 | 1 555 | 0,39 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 17 183 | 5,58 | 786 | 5,93 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3 610 928 | 64,27 | 165 200 | 64,63 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 12 782 | −0,44 | 585 | −0,34 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 769 847 | 35 221 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 12 259 | −16,85 | 561 | −16,79 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 453 086 | −43,20 | 20 729 | −43,07 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 540 632 | 6,97 | 24 734 | 7,20 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 21 582 | −0,84 | 987 | −0,60 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 190 626 | 11,16 | 8 721 | 11,41 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 18 240 | 243,83 | 834 | 244,63 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 36 273 | −13,11 | 1 660 | −12,91 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 102 234 | −5,36 | 4 677 | −5,15 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 122 535 | 4,65 | 5 611 | 4,88 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1 414 942 | 8,58 | 64 734 | 8,82 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 94 674 | 3,38 | 4 331 | 3,61 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 451 | 19,05 | 478 | 19,50 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 158 797 | 10,04 | 7 265 | 10,14 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 857 646 | 272,16 | 39 237 | 272,98 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 29 553 | 0,42 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 12 939 | 3,54 | 592 | 3,68 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 190 539 | 8 717 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4 900 | 223 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 31 396 | 21,77 | 1 436 | 22,01 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 230 | 0,00 | 11 | 0,00 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 181 413 | −6,45 | 8 301 | −6,25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 460 | 21 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 172 304 | −0,98 | 7 883 | −0,77 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 113 779 | 5,13 | 5 205 | 5,36 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 23 539 | −3,49 | 1 077 | −3,32 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 964 941 | 3,59 | 44 146 | 3,81 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 104 919 | −43,16 | 4 800 | −43,03 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 18 112 | −2,96 | 829 | −2,82 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 32 293 | −16,33 | 1 555 | −11,50 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 431 992 | 7,37 | 19 764 | 7,61 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 97 322 | 9,24 | 4 452 | 9,47 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 5 873 | −7,77 | 269 | −7,59 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 549 | 1,10 | 25 | 4,17 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 315 286 | 168,99 | 14 424 | 169,61 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 491 611 | 2,26 | 22 491 | 2,49 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 17 303 | 792 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7 530 | 344 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 111 581 | −14,31 | 5 105 | −14,13 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 137 220 | 7,19 | 6 278 | 7,41 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 6 372 | 292 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 34 720 | 484,51 | 1 588 | 485,98 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 19 981 | 0,09 | 914 | 0,33 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 228 960 | 5,25 | 10 | 11,11 | ||||
| 2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 7 762 | −10,20 | 355 | −9,90 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18 088 | 225,62 | 828 | 226,88 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 73 516 | −7,86 | 3 363 | −7,66 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 466 | 21 | ||||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1 948 185 | 2,99 | 89 129 | 3,21 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 456 876 | 5,38 | 20 902 | 5,62 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 15 712 | −5,34 | 719 | −5,15 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 407 431 | 10,75 | 18 640 | 10,99 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 20 713 | −39,44 | 948 | −39,33 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 240 364 | −15,94 | 11 144 | −14,60 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 140 | 6 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 24 106 | 0,00 | 1 103 | 0,18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 86 126 703 | 6,12 | 3 940 297 | 6,35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 56 751 | 0,31 | 2 596 | 0,54 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 746 164 | 0,68 | 34 137 | 0,90 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 561 532 | −3,92 | 26 | −3,85 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 502 | 0,00 | 23 | 0,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 58 | −98,19 | 3 | −98,61 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 177 703 | 14,98 | 8 130 | 15,22 | ||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12 788 | 26,18 | 585 | 26,62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 130 100 | −15,98 | 5 952 | −15,79 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 24 639 | −11,57 | 1 127 | −11,33 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 17 196 | −11,11 | 1 | |||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 146 774 | 4,59 | 6 741 | 5,21 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 45 | 2,27 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 16 350 | −65,83 | 748 | −65,75 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 460 | 0 | ||||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 151 881 | 4,68 | 6 949 | 4,91 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 23 239 | −5,69 | 1 063 | −5,43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 165 088 | 6,34 | 7 553 | 6,56 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 355 044 | 61 993 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 880 275 | 8,26 | 177 523 | 8,50 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 5 930 | 0,00 | 272 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 764 120 | 1,73 | 80 709 | 1,95 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 87 210 | −2,79 | 3 990 | −2,59 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 41 263 | 3,81 | 1 888 | 4,02 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 5 869 906 | −1,68 | 268 548 | −1,47 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 26 064 | −3,38 | 1 192 | −3,17 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 11 029 | 0,00 | 505 | 0,20 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 676 490 | 4,59 | 30 949 | 4,82 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 9 961 | −0,24 | 456 | 0,00 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 654 193 | 6,71 | 29 929 | 6,95 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 7 041 | −14,32 | 322 | −14,13 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 39 125 | 0,00 | 1 790 | 0,17 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 18 250 | −1,89 | 835 | −1,77 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 293 593 | −49,46 | 13 | −50,00 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 11 267 | −5,30 | 515 | −5,16 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 19 017 | 870 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1 312 340 | −72,38 | 60 040 | −72,32 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 2 958 | 135 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 278 215 | 6,36 | 12 728 | 6,60 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 30 264 | 163,65 | 1 385 | 164,12 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 144 076 | −1,78 | 6 592 | −1,47 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 452 | 21 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 73 066 | 3,05 | 3 343 | 3,28 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1 689 | −43,91 | 77 | −43,80 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 110 148 | 24,83 | 5 039 | 25,10 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Gould Asset Management Llc /ca/ | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 48 408 | 67,01 | 2 215 | 67,35 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3 286 565 | 3,30 | 150 360 | 3,53 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 42 244 | 17,65 | 1 933 | 17,88 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 46 160 | −1,11 | 2 112 | −1,08 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 161 680 | 3,28 | 7 397 | 3,50 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | HighMark Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 75 506 | 108,88 | 3 454 | 109,33 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 152 622 | 5,76 | 6 982 | 6,00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 339 668 | 6,20 | 15 540 | 6,44 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 61 569 | −46,44 | 2 817 | −46,33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 27 148 | −0,71 | 1 243 | 0,97 | ||||
| 2025-07-30 | 13F | Dupree Financial Group, LLC | 14 315 | −1,55 | 655 | −1,36 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 6 | −98,65 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 282 967 | 15,73 | 12 946 | 15,98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 8 291 | 40,86 | 380 | 41,79 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 743 | −30,54 | 125 | −29,38 | ||||
| 2025-04-14 | 13F | Daymark Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 366 077 | 1,24 | 16 748 | 1,46 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 781 056 | −8,15 | 35 733 | −7,95 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 260 891 | 32,35 | 11 936 | 32,64 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 89 400 | 6,05 | 4 090 | 6,29 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 16 287 | 18,87 | 745 | 19,20 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 50 | 2 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 11 562 | −7,57 | 527 | −6,41 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 28 533 | −44,93 | 1 305 | −44,82 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 108 496 | 576,16 | 4 964 | 578,01 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 13 279 | −4,39 | 608 | −4,26 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 56 129 | −48,11 | 3 | −50,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 369 590 | 2,01 | 154 159 | 2,24 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 171 573 | 0,04 | 7 849 | 0,27 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 444 661 | 5,56 | 20 343 | 5,79 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 330 508 | 5,56 | 15 121 | 5,79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 221 633 | 53,20 | 10 140 | 53,53 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 8 155 | 0,00 | 373 | 0,27 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 82 623 | 0,14 | 3 794 | 0,74 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 116 547 | 18 517,73 | 5 | |||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 240 015 | 1,05 | 10 981 | 2,15 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 5 938 | −9,62 | 272 | −9,36 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 61 406 | 2 820 | ||||||
| 2025-06-17 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 15 565 | −11,36 | 707 | −11,74 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 423 510 | 6,14 | 19 376 | 6,37 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4 508 | 206 | ||||||
| 2025-04-11 | 13F | LPF Advisors LLC | 268 452 | 6,44 | 12 255 | 8,29 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 172 | −92,56 | 8 | −93,33 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 193 277 | −5,99 | 8 842 | −5,79 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 234 892 | 18,01 | 10 746 | 18,27 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 10 910 | 499 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Moneta Group Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 93 122 | 17,83 | 4 249 | 18,69 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 13 014 | −15,00 | 594 | −15,29 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 29 933 | 9,05 | 1 369 | 9,26 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 262 411 | 4,07 | 12 005 | 4,29 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 24 914 | 107,89 | 1 140 | 108,23 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 21 272 | −17,35 | 969 | −17,46 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 5 463 | 0,24 | 250 | 0,40 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 25 376 | 4,42 | 1 161 | 4,60 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 12 964 | 0,00 | 593 | 0,34 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 40 697 | 5,51 | 1 862 | 5,74 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 62 337 | 3,65 | 2 852 | 3,86 | ||||
| 2025-07-16 | 13F | Novem Group | 6 597 | −6,20 | 302 | −6,23 | ||||
| 2025-05-12 | 13F | Condor Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 6 085 | 278 | ||||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 13 418 | 1,27 | 614 | 1,49 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 11 103 | 0,15 | 508 | 0,20 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 37 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 528 176 | −10,44 | 24 164 | −10,24 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 600 | 27 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 94 542 | 2,05 | 4 325 | 2,27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 738 850 | 3,79 | 33 802 | 4,02 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 52 130 | −82,72 | 2 385 | −82,68 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 37 636 | 10,81 | 1 722 | 11,03 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 968 869 | 2,89 | 44 326 | 3,11 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 178 630 | 90,28 | 8 172 | 90,71 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 466 096 | 43,73 | 21 324 | 44,05 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 19 533 | −43,66 | 894 | −43,55 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 10 727 | 0,07 | 491 | 0,20 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 22 885 | 5,20 | 1 047 | 5,34 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 401 306 | 828,33 | 18 360 | 830,51 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 834 | 38 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 266 | 0,00 | 12 | 0,00 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 39 135 | −60,65 | 1 790 | −60,56 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 45 | 2 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 43 808 | 0,10 | 2 004 | 0,35 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 15 778 | 10,18 | 722 | 10,41 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 556 287 | 26,83 | 25 450 | 29,33 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | OLIO Financial Planning | 884 042 | 3,50 | 40 445 | 3,72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8 753 600 | −14,45 | 400 477 | −14,26 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 258 737 | 5,60 | 11 844 | 5,83 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 239 504 | −11,62 | 10 957 | −11,42 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 121 135 | 9,64 | 5 530 | 11,54 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 732 | 27,75 | 33 | 26,92 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 2 002 | −5,43 | 92 | −5,21 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 200 | 9 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 99 834 | 5,49 | 4 567 | 5,72 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 14 | −51,72 | 1 | −100,00 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 110 251 | 4,61 | 5 044 | 4,84 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 52 358 | 0,00 | 2 395 | 0,21 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 37 423 | −9,17 | 1 712 | −8,94 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 44 198 | −2,94 | 2 022 | −2,69 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 12 522 | 1,44 | 575 | 1,77 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 689 209 | 8,63 | 31 531 | 8,86 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 15 810 | 723 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 85 292 | −8,03 | 3 903 | −7,75 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 301 732 | 5,68 | 13 702 | 4,65 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 9 211 | 0 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 693 691 | 93,41 | 32 | 93,75 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 517 455 | 0,71 | 23 674 | 0,93 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 624 445 | −0,27 | 211 568 | −0,05 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 22 616 | 2,40 | 1 035 | 2,27 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 99 335 | 12,12 | 4 545 | 13,23 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 270 616 | −0,76 | 12 381 | −0,55 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 260 741 | 11 929 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 414 712 | −9,98 | 18 973 | −9,74 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 11 574 | −1,91 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 15 800 | −55,24 | 723 | −55,18 | |||
| 2025-08-14 | 13F | Prudent Investors Network | 948 805 | 4,47 | 43 408 | 4,70 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 22 041 | −33,73 | 1 009 | −33,60 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5 259 | 241 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 89 901 | 5,47 | 4 113 | 5,68 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 40 813 | 264,60 | 1 867 | 265,36 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 6 186 144 | 0,27 | 283 016 | 0,49 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 11 872 | −30,06 | 543 | −29,84 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 49 122 | 0,78 | 2 247 | 1,03 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 121 820 | 6,07 | 5 573 | 6,31 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 316 541 | 55,89 | 14 482 | 56,23 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 7 795 | 357 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 30 593 | 120,67 | 1 400 | 121,36 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 603 996 | 6,68 | 27 633 | 6,91 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 184 837 | −3,42 | 8 438 | −1,80 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 345 192 | −0,72 | 15 793 | −0,50 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 482 517 | 115,71 | 22 075 | 116,19 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 618 | −12,87 | 74 | −11,90 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 6 500 | 0,00 | 297 | 0,34 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 164 827 | 12,89 | 7 505 | 12,59 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 319 | 0,00 | 15 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 405 090 | 10,58 | 64 | 10,34 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 197 003 | −84,37 | 9 013 | −84,34 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 77 215 | 10,02 | 3 533 | 10,27 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 2 017 693 | 4 220,91 | 289 | −86,44 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 641 | 0,00 | 29 | 0,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 45 722 | 5,86 | 2 092 | 6,09 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 69 629 | 3 186 | ||||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 25 027 | 25,15 | 1 145 | 25,44 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 70 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 9 733 745 | 1,85 | 129 608 | 6,89 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 39 527 | 334,70 | 1 803 | 334,46 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 4 702 | −2,83 | 215 | −2,27 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 157 455 | 1,58 | 7 204 | 1,81 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 242 369 | 1,28 | 11 088 | 1,50 | ||||
| 2025-04-28 | 13F | FSM Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 261 352 | 3,62 | 11 957 | 3,85 | ||||
| 2025-07-11 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 862 695 | 0,95 | 39 468 | 1,18 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 306 425 | 5,26 | 14 019 | 5,49 | ||||
| 2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 288 391 | −0,53 | 13 194 | −0,32 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 17 963 | 20,95 | 822 | 21,27 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 337 897 | 32,10 | 15 459 | 32,39 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 17 542 | 110,11 | 803 | 110,50 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 24 138 | −9,05 | 1 104 | −8,84 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 773 483 | 5,35 | 35 506 | 5,56 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 53 030 | 2 426 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 54 442 | 416,63 | 2 491 | 417,67 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 79 453 | 19,56 | 3 635 | 19,82 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 212 800 | 8,21 | 9 665 | 7,08 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 3 097 702 | 0,04 | 141 720 | 0,26 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 4 383 | −35,82 | 201 | −35,69 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6 867 | 314 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1 998 346 | 4,89 | 91 424 | 5,12 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 658 428 | 9,74 | 30 123 | 9,98 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 51 995 | 8,35 | 2 379 | 8,58 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 50 169 | 7,27 | 2 295 | 7,54 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Redwood Financial Network Corp | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Roof Eidam & Maycock/adv | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 23 921 | 1 094 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 84 | 5,00 | 4 | 0,00 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 7 942 | 364 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 5 242 838 | 1,94 | 239 860 | 2,16 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 576 197 | −4,50 | 26 361 | −4,29 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 97 294 | 1,47 | 4 451 | 1,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 109 463 | 5,97 | 5 008 | 6,19 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 10 596 | 1,21 | 485 | 1,47 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 56 926 | 2,22 | 2 614 | 2,43 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 325 | 0,00 | 15 | 0,00 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 339 158 | 0,18 | 15 516 | 0,40 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 4 487 | −9,35 | 205 | −8,89 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 358 613 | −5,17 | 16 407 | −4,96 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 71 396 | 3 231 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 301 397 | −1,75 | 13 789 | −1,54 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2 644 754 | 41,41 | 120 997 | 41,72 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 211 | 92,83 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 142 324 | −7,85 | 6 511 | −7,65 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 367 504 | −7,27 | 16 813 | −7,07 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 33 360 | −2,10 | 1 526 | −1,86 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 91 798 | 442,51 | 4 200 | 443,91 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 453 931 | 5,17 | 21 | 5,26 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 69 493 | 105,16 | 3 188 | 106,21 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 430 988 | 22,05 | 19 718 | 22,31 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 76 150 | 24,28 | 3 497 | 24,54 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2 173 311 | −18,76 | 99 | −18,85 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 17 063 | 781 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 278 128 | 1,28 | 12 724 | 1,51 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 66 057 | 36,93 | 3 022 | 37,24 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 12 674 | −2,52 | 580 | −2,36 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 34 124 | 23,75 | 1 561 | 24,09 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 712 528 | 4,78 | 32 527 | 6,60 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 292 487 | −17,71 | 13 381 | −17,52 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 118 559 | −2,08 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 280 343 | 2,69 | 12 826 | 2,91 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 874 | −1,52 | 86 | −1,16 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 199 959 | −2,85 | 9 148 | −2,63 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 5 183 | −9,67 | 237 | −9,20 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 835 | 0,00 | 84 | 0,00 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 33 917 | −9,59 | 1 552 | −9,40 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 36 264 | 171,95 | 1 659 | 172,86 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 54 523 | −85,61 | 2 502 | −85,60 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 67 218 | 0,68 | 3 075 | 0,92 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 77 899 | −1,93 | 3 564 | −1,71 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 5 154 | 236 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 50 456 | −11,27 | 2 308 | −11,06 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 574 | 0,00 | 72 | 1,41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 838 606 | 16,54 | 38 366 | 16,79 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4 566 | −49,60 | 209 | −49,64 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 7 302 | 0,00 | 334 | 0,30 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 117 244 | 5 364 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 367 659 | 6,64 | 16 820 | 6,88 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 58 256 | 14,44 | 2 665 | 14,72 | ||||
| 2025-07-29 | 13F | R.P. Boggs & Co. | 242 253 | 620,22 | 11 083 | 622,02 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 140 317 | 1,55 | 6 420 | 1,78 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11 318 | 520 | ||||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 17 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 3 721 | 170 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 245 803 | −18,45 | 11 246 | −18,27 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 46 230 | 11,57 | 2 115 | 11,85 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 289 219 | 77,28 | 58 982 | 77,66 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 175 781 | 27,10 | 8 049 | 27,50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7 903 | −1,91 | 362 | −1,63 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 204 617 | 8,07 | 9 361 | 8,31 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 440 985 | 10,06 | 112 | 9,90 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 581 905 | 41,88 | 26 622 | 42,19 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 947 253 | 61,73 | 43 337 | 62,09 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 284 492 | 12,73 | 13 015 | 12,77 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 22 742 | 9,97 | 1 040 | 10,17 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 493 951 | 8,01 | 22 598 | 8,24 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 10 616 | 0,00 | 486 | 0,21 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 221 840 | 8,21 | 10 149 | 8,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12 270 942 | 5,40 | 561 396 | 5,63 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 762 134 | 16,28 | 34 868 | 16,53 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 372 085 | 29,66 | 17 023 | 29,94 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 6 552 | −13,49 | 300 | −13,33 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 8 091 | 31,13 | 370 | 31,67 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 182 666 | 11,05 | 8 357 | 11,29 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14 422 | −10,41 | 647 | −11,85 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 15 110 | 0,49 | 691 | 0,73 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23 970 | 37,56 | 1 097 | 37,86 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3 220 | 2 376,92 | 147 | 2 840,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3 | −66,67 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 243 052 | 4,24 | 11 120 | 4,46 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 140 183 | 6,22 | 6 413 | 6,46 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 104 052 | 8,34 | 4 760 | 8,58 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 57 | 3 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 607 904 | 2,10 | 27 812 | 2,32 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Andrew Hill Investment Advisors, Inc. | 110 380 | −8,98 | 5 050 | −8,80 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 240 066 | −15,67 | 10 954 | −15,70 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 15 789 | −20,07 | 722 | −19,87 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 59 704 | 5,14 | 2 731 | 5,16 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 150 385 | 1,79 | 6 862 | 1,75 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 15 762 | 18,45 | 721 | 18,78 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 252 140 | 170,57 | 57 286 | 171,17 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 15 515 | 710 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 365 957 | −13,80 | 16 743 | −13,62 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 138 301 | −11,56 | 6 327 | −11,36 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 165 338 | 10,55 | 7 564 | 10,80 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 21 715 | −25,15 | 994 | −25,00 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 22 735 | 5,89 | 1 040 | 6,12 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 50 973 | 491,47 | 2 341 | 494,16 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 108 643 | −3,33 | 4 970 | −3,12 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 57 | 3 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 19 034 | −15,63 | 1 | −100,00 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 51 395 | 81,43 | 2 342 | 84,04 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 46 | 0 | ||||||
| 2025-08-01 | 13F | Trust Investment Advisors | 15 592 | 0,00 | 713 | 0,28 | ||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 127 193 | −9,78 | 5 819 | −9,57 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 46 213 | −1,26 | 2 114 | −1,03 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2 453 018 | −1,05 | 112 226 | −0,83 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 7 610 | 0,00 | 348 | 0,29 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 82 791 | −1,69 | 3 788 | −1,48 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 417 494 | 2,05 | 19 100 | 2,27 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4 549 | 0,00 | 208 | 0,48 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 12 241 | −7,52 | 560 | −7,28 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 61 365 | 37,86 | 2 807 | 38,14 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 19 140 | 0,39 | 876 | 0,57 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 91 410 | 3,08 | 4 182 | 3,31 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 141 327 | 13,81 | 6 471 | 14,17 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 509 549 | 2,20 | 23 312 | 2,42 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 237 957 | 10 887 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 186 044 | 12,14 | 8 512 | 12,39 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 187 619 | 1,17 | 8 584 | 1,38 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 13 174 | −9,66 | 603 | −9,47 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 54 988 | −3,22 | 2 516 | −3,01 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 80 989 | −2,09 | 3 705 | −1,88 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 558 510 | 71,66 | 25 552 | 72,61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 36 797 | 4,67 | ||||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 11 289 | 0,12 | 516 | 0,39 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 10 806 | 494 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 165 610 | 7 577 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 26 371 | 151,90 | 1 206 | 152,83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 583 371 | −0,49 | 26 689 | −0,27 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 204 | 431,34 | 147 | 440,74 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 76 377 | 3 509 | ||||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 45 732 | −38,79 | 2 092 | −38,65 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 119 183 | −6,62 | 5 453 | −6,42 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 106 350 | 7,23 | 4 866 | 7,47 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 44 953 | 17,55 | 2 057 | 17,82 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 101 | −87,23 | 5 | −88,89 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 41 477 | −88,74 | 1 898 | −88,72 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 99 756 | −6,64 | 4 564 | −5,72 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 65 300 | −2,69 | 2 987 | −2,48 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 2 636 194 | 2,21 | 120 606 | 2,43 | ||||
| 2025-07-18 | 13F | Vicus Capital | 685 273 | 2,61 | 31 351 | 2,84 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 25 124 | −2,77 | 1 149 | −2,54 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 130 578 | 0,44 | 5 974 | 0,64 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17 179 | 30,61 | 786 | 33,05 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 946 139 | −7,50 | 43 286 | −7,30 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 601 181 | 32,29 | 256 254 | 32,58 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9 400 | 84,24 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 6 | −96,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 67 449 | −36,79 | 3 086 | −36,67 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 7 538 | 0,00 | 345 | 0,00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 2 330 | 0,00 | 107 | 0,94 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 30 338 | 15,25 | 1 388 | 15,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 620 174 | 8,64 | 166 | 8,55 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 29 969 | −38,86 | 1 371 | −38,71 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 6 367 | 13,09 | 291 | 13,23 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 041 | 9,36 | 459 | 9,55 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 24 075 | −1,32 | 1 101 | −1,08 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 436 090 | −10,28 | 19 951 | −10,08 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 960 045 | 18,03 | 89 672 | 18,29 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 91 472 | 3,64 | 4 185 | 3,87 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 23 787 | 0,19 | 1 088 | 0,46 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 20 878 | 0,04 | 955 | 0,32 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 81 947 | 2,61 | 3 749 | 2,85 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 184 412 | 8 437 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 14 221 | −23,15 | 651 | −22,99 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 626 | 40,92 | 303 | 41,59 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 |
