Grundläggande statistik
Institutionella ägare | 380 total, 379 long only, 0 short only, 1 long/short - change of 7,91% MRQ |
Genomsnittlig portföljallokering | 0.4723 % - change of −0,06% MRQ |
Institutionella aktier (lång) | 42 776 810 (ex 13D/G) - change of 5,32MM shares 14,21% MRQ |
Institutionellt värde (lång) | $ 1 958 722 USD ($1000) |
Institutionellt ägande och aktieägare
Fidelity Covington Trust - Fidelity High Dividend ETF (US:FDVV) har 380 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 42,776,810 aktier. Största aktieägare inkluderar Commonwealth Equity Services, Llc, LPL Financial LLC, Morgan Stanley, Retirement Planning Group, Bank Of America Corp /de/, Envestnet Asset Management Inc, Advisor Group Holdings, Inc., Wells Fargo & Company/mn, Raymond James Financial Inc, and Cetera Investment Advisers .
Fidelity Covington Trust - Fidelity High Dividend ETF (ARCA:FDVV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 55,50 / share. Previously, on September 13, 2024, the share price was 49,89 / share. This represents an increase of 11,24% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel
.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-29 | 13F | Centaurus Financial, Inc. | 16 367 | 4,53 | 1 | |||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 22 643 | 35,60 | 1 178 | 42,15 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 23 916 | 34,25 | 1 244 | 40,88 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 112 833 | 49,78 | 5 870 | 57,09 | ||||
2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 23 378 | −5,78 | 1 216 | −1,14 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 6 481 | 337 | ||||||
2025-08-14 | 13F | Full Sail Capital, LLC | 6 000 | 0,00 | 312 | 5,05 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 50 | 0,00 | 2 | 0,00 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 87 500 | 7,31 | 4 552 | 12,54 | ||||
2025-08-14 | 13F | First Foundation Advisors | 4 500 | 0,00 | 234 | 4,93 | ||||
2025-07-21 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10 398 | −38,38 | 541 | −35,87 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 622 | 331,94 | 32 | 357,14 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 71 358 | 23,98 | 3 712 | 30,06 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 172 | 269 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 648 459 | 21,09 | 85 753 | 26,99 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 73 754 | −63,77 | 3 837 | −62,01 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 34 274 | 11,52 | 1 783 | 16,93 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 524 | 20,11 | 287 | 25,88 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 82 628 | −8,74 | 4 298 | −4,30 | ||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 24 463 | −1,17 | 1 273 | 3,67 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3 910 | 203 | ||||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 48 107 | −1,11 | 2 503 | 3,73 | ||||
2025-08-14 | 13F | Fmr Llc | 128 437 | 13,09 | 6 681 | 18,60 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 6 007 | 44,57 | 312 | 51,46 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 187 583 | −23,85 | 9 758 | −20,13 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 211 520 | 0,46 | 11 003 | 5,36 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 547 991 | 4,82 | 28 506 | 14,77 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 16 320 | 58,39 | 849 | 65,95 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 56 110 | 36,69 | 2 919 | 43,32 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 240 012 | 12 485 | ||||||
2025-07-25 | 13F | Tranquility Partners, LLC | 6 590 | 0,00 | 343 | 4,91 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 7 367 | 0,00 | 383 | 4,93 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 541 | 28 | ||||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 142 826 | 2,93 | 7 084 | 2,24 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 81 360 | −0,37 | 4 232 | 4,49 | ||||
2025-07-02 | 13F | Dentgroup LLC | 150 578 | −0,43 | 7 833 | 4,44 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 121 808 | −1,31 | 7 | 0,00 | ||||
2025-07-10 | 13F | Community Trust & Investment Co | 14 030 | −10,79 | 730 | −6,54 | ||||
2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 5 000 | 0,00 | 260 | 4,84 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 42 607 | 1,94 | 2 216 | 6,90 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 5 167 | 269 | ||||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 709 671 | 4,26 | 36 917 | 9,35 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 21 507 | 1,70 | 1 119 | 6,68 | ||||
2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 359 916 | −7,81 | 18 723 | −3,32 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 4 155 | 216 | ||||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 11 258 | −17,41 | 597 | −3,40 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 5 810 | 302 | ||||||
2025-04-14 | 13F | City Center Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-04-16 | 13F/A | Avaii Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 068 | −0,99 | 576 | 4,74 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 111 966 | 554,31 | 5 824 | 586,79 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 46 561 | 20,48 | 2 422 | 26,41 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 369 090 | 19 200 | ||||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 46 070 | 1,99 | 2 397 | 6,96 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 53 344 | 32,00 | 2 775 | 38,42 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 265 918 | 66,75 | 13 833 | 74,90 | ||||
2025-07-24 | 13F | Tandem Capital Management Corp /adv | 9 620 | 0,47 | 500 | 5,49 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 514 | 1,78 | 27 | 4,00 | ||||
2025-07-29 | 13F | Systelligence, LLC | 297 706 | 10,18 | 15 487 | 15,55 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 335 907 | 5,71 | 17 474 | 10,86 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 6 664 | −3,57 | 347 | 1,17 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 8 255 | −1,13 | 429 | 3,62 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 1 173 | 0,00 | 61 | 1,67 | ||||
2025-08-05 | 13F | Code Waechter LLC | 21 958 | 0,00 | 1 142 | 114 100,00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 972 004 | 20,22 | 50 564 | 26,08 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 190 | 11,76 | 9 | 12,50 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 16 839 | 18,66 | 876 | 24,47 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 600 | 31 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 321 | 17 | ||||||
2025-08-13 | 13F | MONECO Advisors, LLC | 7 221 | −11,44 | 376 | −7,18 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 300 474 | −29,50 | 15 631 | −26,06 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 135 172 | 23,43 | 7 | 40,00 | ||||
2025-07-21 | 13F | Onyx Financial Advisors, LLC | 16 582 | 0,35 | 863 | 5,25 | ||||
2025-08-08 | 13F | Sculati Wealth Management, LLC | 136 002 | 1 877,92 | 7 075 | 1 974,49 | ||||
2025-05-08 | 13F | HHM Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 41 127 | −18,81 | 2 139 | −14,85 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 36 846 | 1 917 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 945 | 205 | ||||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 13 544 | −13,98 | 705 | −9,86 | ||||
2025-07-30 | 13F | Retirement Planning Group | 1 997 711 | 9,31 | 103 921 | 14,64 | ||||
2025-06-11 | 13F | Fortitude Financial, LLC | 46 319 | 0,00 | 2 297 | −0,69 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 700 | 0,00 | 36 | 5,88 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 627 963 | 6,27 | 32 667 | 11,46 | ||||
2025-07-25 | 13F | Avion Wealth | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 40 | 2 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 84 525 | 1,96 | 4 397 | 6,91 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 35 439 | 45,46 | 1 843 | 52,57 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 26 877 | 10,06 | 1 398 | 15,44 | ||||
2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Gts Securities Llc | 6 406 | −86,30 | 333 | −85,63 | ||||
2025-08-14 | 13F | Widmann Financial Services, Inc. | 10 621 | 2,51 | 553 | 7,60 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 42 613 | −4,74 | 2 217 | −0,09 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 66 852 | 34,23 | 3 478 | 40,77 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 51 689 | −21,47 | 2 689 | −17,65 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 32 136 | 3,38 | 1 672 | 8,44 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 24 749 | 53,86 | 1 287 | 61,48 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 12 | 0,00 | 1 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 101 910 | 9,21 | 57 321 | 14,54 | ||||
2025-08-05 | 13F | Key FInancial Inc | 135 | 0,00 | 7 | 16,67 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 32 678 | −4,17 | 1 700 | 0,47 | ||||
2025-07-18 | 13F | Powers Advisory Group, LLC | 54 788 | 135,43 | 2 850 | 146,97 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4 260 | 0,88 | 222 | 5,74 | ||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 113 858 | 19,52 | 5 923 | 25,36 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 5 420 | 0,00 | 282 | 4,85 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 3 002 | 4,31 | 156 | 9,86 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2 000 | 0,00 | 99 | 0,00 | ||||
2025-07-08 | 13F | Atlas Brown,Inc. | 5 434 | 3,07 | 283 | 8,05 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 1 171 | 0,00 | 61 | 3,45 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 361 | 0,43 | 123 | 4,27 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 127 657 | −2,81 | 58 685 | 1,94 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7 769 | 14,84 | 404 | 20,60 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12 | 0,00 | 1 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 26 292 | 277,11 | 1 368 | 296,23 | ||||
2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 22 752 | 64,32 | 1 128 | 63,24 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 44 222 | 10,27 | 2 300 | 15,64 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 526 520 | 42,74 | 27 | 50,00 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 58 600 | 3 048 | ||||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | TD Capital Management LLC | 175 | 1,16 | 9 | 12,50 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88 783 | 23,07 | 4 619 | 29,07 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 11 228 | 10,39 | 597 | 28,66 | ||||
2025-07-18 | 13F | Truist Financial Corp | 160 732 | −3,45 | 8 361 | 1,26 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 17 812 | 67,14 | 927 | 75,38 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 422 | 0,00 | 0 | |||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 959 | 206 | ||||||
2025-08-14 | 13F | Betterment LLC | 8 387 | −4,92 | 0 | |||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 7 189 | 0,88 | 374 | 5,67 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 83 540 | 104,28 | 4 346 | 114,25 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 655 | 0,85 | 86 | 6,17 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 607 | 344 | ||||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 13 816 | −0,60 | 719 | 3,46 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21 744 | 9,30 | 1 131 | 14,71 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 80 332 | 5,55 | 4 179 | 10,70 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 12 027 | 19,92 | 626 | 25,00 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 5 840 | 0,00 | 304 | 4,84 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 8 547 | 448,94 | 445 | 476,62 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 700 | 36 | ||||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ancora Advisors, LLC | 1 975 | 103 | ||||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21 601 | −6,29 | 1 124 | −1,75 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 4 946 | 257 | ||||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 118 | 0,00 | 6 | 20,00 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5 336 | −38,21 | 278 | −35,28 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 21 760 | 1 132 | ||||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 5 852 | 15,38 | 304 | 21,12 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2 | 0,00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 836 | −9,43 | 772 | −4,10 | ||||
2025-04-28 | 13F | Mutual Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 6 499 | 46,90 | 338 | 54,34 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 208 | 0,97 | 11 | 0,00 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 0 | 0 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 795 510 | 11,56 | 41 382 | 17,01 | ||||
2025-07-14 | 13F | Abound Wealth Management | 926 | −0,54 | 48 | 4,35 | ||||
2025-04-28 | 13F | Buffington Mohr McNeal | 7 726 | 383 | ||||||
2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 87 090 | 2,61 | 4 530 | 7,63 | ||||
2025-08-14 | 13F | Comerica Bank | 1 181 | −67,68 | 61 | −66,30 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 679 | 3,51 | 35 | 9,38 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 250 | 65 | ||||||
2025-07-30 | 13F | BG Investment Services, Inc. | 59 710 | 17,55 | 3 106 | 23,40 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 128 716 | 6,68 | 6 696 | 11,88 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 9 518 | 3 020,66 | 472 | 3 046,67 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 30 867 | 35,19 | 1 606 | 41,78 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 5 176 | 0,04 | 269 | 5,08 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 169 806 | 648,08 | 8 833 | 685,16 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 156 873 | 44,84 | 8 161 | 51,89 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 114 388 | 1,80 | 5 950 | 6,76 | ||||
2025-04-23 | 13F | PBMares Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 561 496 | −5,00 | 29 209 | −0,36 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 13 850 | 0,00 | 720 | 4,96 | ||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 7 949 | −1,86 | 414 | 2,99 | ||||
2025-07-10 | 13F | Clare Market Investments LLC | 23 175 | 0,00 | 1 206 | 4,87 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 236 | 0,00 | 12 | 9,09 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 500 499 | 369,21 | 26 036 | 392,16 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 121 678 | −7,11 | 6 330 | −2,59 | ||||
2025-07-29 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 18 761 | 95,59 | 976 | 105,26 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 20 126 | 1 047 | ||||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 76 | −50,00 | 4 | −57,14 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 4 843 | 0,00 | 252 | 4,58 | ||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 4 694 | 0,00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 2 196 224 | −0,32 | 114 248 | 4,54 | ||||
2025-08-08 | 13F | Creative Planning | 10 975 | 19,76 | 571 | 25,55 | ||||
2025-08-12 | 13F | Landing Point Financial Group, LLC | 348 657 | 2,08 | 18 137 | 7,06 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 70 722 | 4,02 | 3 679 | 9,07 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 21 860 | −35,00 | 1 | 0,00 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 180 591 | 105,36 | 9 394 | 115,41 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 33 390 | 4,26 | 1 737 | 9,32 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 479 | −0,83 | 285 | 4,01 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 4 | 0,00 | 0 | |||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 21 344 | 9,50 | 1 110 | 14,91 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 25 568 | 2,28 | 1 330 | 7,34 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 81 | 0,00 | 0 | |||||
2025-08-08 | 13F | Smithfield Trust Co | 7 425 | 17,86 | 0 | |||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 82 600 | −3,22 | 4 294 | 1,42 | ||||
2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 800 | 0,00 | 42 | 5,13 | ||||
2025-07-16 | 13F | New Insight Wealth Advisors | 20 598 | 1 072 | ||||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 452 | −70,46 | 24 | −69,74 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | CENTRAL TRUST Co | 0 | 0 | ||||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 10 816 | −2,41 | 563 | 2,37 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 53 594 | 55,81 | 3 | 100,00 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8 876 | −44,08 | 462 | −41,42 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 110 | 6 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 433 | 24 | ||||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 17 497 | 0,87 | 931 | 23,02 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 23 530 | −1,99 | 1 224 | 2,86 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 8 906 | −0,35 | 463 | 4,51 | ||||
2025-08-01 | 13F | Private Wealth Partners, LLC | 22 800 | 0,00 | 1 186 | 4,96 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 450 340 | 10,44 | 23 427 | 16,93 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 22 798 | −1,37 | 1 186 | 3,40 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Avalon Trust Co | 400 | 0,00 | 21 | 5,26 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 560 | 0,00 | 29 | 7,41 | ||||
2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 18 929 | 1,92 | 985 | 6,84 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 314 688 | 6,94 | 16 370 | 12,16 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 27 672 | 1 439 | ||||||
2025-07-14 | 13F | Sowell Financial Services LLC | 19 903 | 26,86 | 1 035 | 33,03 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 25 076 | 1 304 | ||||||
2025-08-08 | 13F | Horrell Capital Management, Inc. | 750 | 39 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 44 850 | −44,81 | 2 333 | −42,11 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 665 | −7,16 | 295 | −2,65 | ||||
2025-07-16 | 13F | Novem Group | 4 908 | 0,10 | 255 | 4,94 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 28 168 | 2,75 | 1 465 | 7,80 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 88 142 | 9,33 | 4 585 | 14,68 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 7 504 | 0,00 | 390 | 4,84 | ||||
2025-08-08 | 13F | SageOak Financial, LLC | 6 129 | −39,36 | 319 | −36,53 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 100 | 0,00 | 5 | 25,00 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 58 | 0,00 | 3 | 50,00 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 10 025 | 0,00 | 522 | 4,83 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 46 387 | −58,04 | 2 413 | −55,98 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 72 138 | 3 578 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 113 906 | 2,98 | 5 925 | 8,00 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 7 945 | 10,61 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 143 911 | 1,35 | 7 486 | 6,29 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 8 053 | 0,00 | 419 | 4,76 | ||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 826 517 | −3,22 | 42 995 | 1,50 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 18 826 | 10,53 | 979 | 16,00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 935 539 | −2,82 | 48 667 | 1,92 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 53 | −52,25 | 3 | −60,00 | ||||
2025-07-17 | 13F | KWB Wealth | 69 956 | 3 470 | ||||||
2025-07-30 | 13F | Financial Perspectives, Inc | 5 319 | 23,53 | 277 | 29,58 | ||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 5 700 | 0,00 | 305 | 8,16 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 6 146 | 320 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 560 055 | 50,92 | 29 134 | 58,29 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 75 273 | 113,18 | 3 916 | 122,06 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 222 614 | 2,58 | 11 580 | 7,59 | ||||
2025-08-07 | 13F | Summit X, LLC | 20 853 | 1 085 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 524 699 | 301,86 | 27 295 | 321,46 | ||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11 085 | 81,72 | 577 | 90,73 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 732 456 | 9,93 | 38 | 15,15 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 131 | 0,00 | 7 | 0,00 | ||||
2025-07-21 | 13F | Financial Services Advisory Inc | 141 107 | 93,25 | 7 340 | 102,71 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 66 590 | 7,39 | 3 464 | 12,65 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14 187 | 14,67 | 738 | 20,39 | ||||
2025-07-08 | 13F | Ballew Advisors, Inc | 29 265 | 0,85 | 1 556 | 15,95 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 282 | 15 | ||||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 15 129 | 0,00 | 787 | 4,93 | ||||
2025-07-16 | 13F | Marmo Financial Group, LLC | 117 146 | 3,38 | 6 094 | 8,42 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 111 442 | 41,70 | 5 797 | 48,64 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4 853 | −7,65 | 252 | −3,08 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 6 372 | 0,66 | 343 | 9,58 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 4 599 | 239 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 5 895 | 0,00 | 307 | 4,79 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 14 912 | −88,08 | 776 | −87,50 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8 706 | 0,00 | 453 | 4,87 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 585 625 | 8,99 | 30 464 | 14,31 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 319 085 | 2,96 | 16 599 | 7,98 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 17 497 | −5,00 | 910 | −0,33 | ||||
2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 61 911 | 3 221 | ||||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 135 | 0,00 | 7 | 0,00 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1 588 | 43,19 | 83 | 49,09 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 516 | 0,98 | 27 | 4,00 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 49 362 | 625,38 | 2 568 | 661,72 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 4 879 | 20,38 | 254 | 25,87 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 114 122 | −0,60 | 5 937 | 4,25 | ||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 4 481 | 233 | ||||||
2025-07-02 | 13F | HBW Advisory Services LLC | 55 256 | 35,00 | 2 874 | 41,58 | ||||
2025-08-14 | 13F | UBS Group AG | 952 | 95 100,00 | 50 | |||||
2025-07-23 | 13F | Wise Wealth Partners | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 10 064 | 16,24 | 524 | 21,91 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 41 195 | −5,99 | 2 143 | −1,43 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 1 104 | 37,48 | 57 | 46,15 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 188 529 | 32,89 | 9 807 | 39,38 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 84 247 | −4,25 | 4 383 | 0,41 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 31 766 | 1 652 | ||||||
2025-04-11 | 13F | Permanent Capital Management, LP | 7 097 | 352 | ||||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 57 068 | 20,93 | 2 969 | 26,84 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 8 600 | −5,49 | 447 | −0,89 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 4 661 | 0,32 | 242 | 5,22 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 8 500 | −30,33 | 442 | −26,94 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 203 806 | 687,17 | 10 602 | 725,62 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 14 782 | 769 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 157 024 | 15,27 | 8 405 | 24,41 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 409 | 0,00 | 21 | 5,00 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 3 855 | 0,36 | 201 | 5,26 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 6 625 | 42,11 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 18 | 0,00 | 1 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 161 837 | 6,61 | 8 419 | 11,81 | ||||
2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 110 579 | −0,95 | 5 752 | 3,88 | ||||
2025-07-31 | 13F | Prentice Wealth Management LLC | 238 266 | 8,11 | 12 395 | 13,38 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4 038 | −0,86 | 210 | 3,96 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 4 100 | 141,18 | 213 | 153,57 | |||
2025-07-30 | 13F | D.a. Davidson & Co. | 124 675 | 13,03 | 6 486 | 18,56 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 021 750 | 12,99 | 53 151 | 18,50 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 210 364 | 34,72 | 10 943 | 41,31 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 41 908 | 1,38 | 2 180 | 6,34 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 4 828 | 5,23 | 251 | 10,57 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 12 034 | 0,76 | 626 | 5,74 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 5 688 | −3,27 | 296 | 0,68 | ||||
2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 123 754 | 1,35 | 6 438 | 6,29 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 226 140 | 309,79 | 11 771 | 330,07 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 611 | 32 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 96 229 | 18,50 | 5 | 25,00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 16 933 | −4,66 | 846 | −3,98 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 7 580 | 15,94 | 394 | 21,60 | ||||
2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 66 914 | 3 481 | ||||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 12 790 | 16,62 | 1 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 40 142 | 1,53 | 2 088 | 6,53 | ||||
2025-07-29 | 13F | BXM Wealth LLC | 16 000 | 0,00 | 832 | 4,92 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 44 860 | 1,30 | 2 334 | 6,24 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 457 765 | 5,71 | 23 813 | 10,87 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 16 167 | 0,00 | 841 | 4,99 | ||||
2025-08-21 | 13F | Pathway Financial Advisers, LLC | 51 568 | 5,49 | 2 683 | 10,64 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 827 | 0,00 | 43 | 4,88 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 6 364 | 0,87 | 331 | 6,09 | ||||
2025-08-12 | 13F | MWA Asset Management | 5 298 | −4,51 | 276 | 0,00 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 212 | 0,95 | 11 | 10,00 | ||||
2025-07-22 | 13F | Sage Investment Counsel LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 77 812 | 981,17 | 4 048 | 1 036,80 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 4 390 | −0,72 | 228 | 4,11 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 654 774 | 10,88 | 86 081 | 16,29 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 4 297 | 0,82 | 224 | 5,69 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 30 977 | 61,84 | 1 681 | 77,03 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1 075 | 0,66 | 0 | |||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 29 139 | 27,99 | 1 516 | 34,19 | ||||
2025-08-12 | 13F | MAI Capital Management | 49 713 | 0,85 | 2 586 | 5,81 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 107 659 | 11,47 | 5 600 | 16,91 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 16 849 | 39,42 | 876 | 46,24 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 000 | 0,00 | 104 | 5,05 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 11 | 0,00 | 1 | |||||
2025-07-11 | 13F | LongView Wealth Management | 17 677 | 0,96 | 920 | 5,88 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 8 097 | −1,22 | 421 | 3,69 | ||||
2025-08-08 | 13F | Independence Financial Advisors, LLC | 174 552 | 6,60 | 9 080 | 11,81 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 8 807 | 458 | ||||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 5 692 | 0,00 | 296 | 4,96 | ||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 4 407 | 0,00 | 229 | 5,05 | ||||
2025-05-14 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 473 | 80,53 | 25 | 84,62 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 103 727 | −2,95 | 5 516 | 4,06 | ||||
2025-08-12 | 13F | Change Path, LLC | 5 643 | 22,97 | 294 | 29,07 | ||||
2025-08-15 | 13F | Keel Point, LLC | 7 433 | 0,00 | 387 | 4,89 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 7 829 | 407 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 348 866 | −2,61 | 174 | 2,35 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 11 532 | 600 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 19 029 | 5,87 | 990 | 11,00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 393 153 | 2,43 | 20 452 | 7,43 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 107 637 | 5 599 | ||||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 4 835 | 0,00 | 252 | 5,02 | ||||
2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 37 208 | −5,53 | 1 936 | −0,92 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 25 974 | 15,62 | 1 351 | 21,27 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 4 512 | 3,68 | 235 | 8,84 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 111 005 | 2 042,13 | 5 774 | 2 146,69 | ||||
2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 72 825 | 3,39 | 3 788 | 8,45 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 36 454 | −14,58 | 1 896 | −10,40 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 53 585 | 3,41 | 2 788 | 9,51 | ||||
2025-08-14 | 13F | Mariner, LLC | 263 488 | 34,73 | 13 707 | 41,30 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 100 | 100,00 | 5 | 100,00 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 191 | 10 | ||||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 52 | 0 | ||||||
2025-05-01 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 7 612 | 7,79 | 396 | 12,86 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 7 857 | 6,18 | 409 | 11,17 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 48 | 0,00 | 3 | 0,00 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 37 690 | −12,23 | 1 990 | −0,50 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 123 | 6 | ||||||
2025-08-08 | 13F | Biondo Investment Advisors, LLC | 37 180 | 3,39 | 1 934 | 8,47 | ||||
2025-08-12 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 100 | 0,00 | 5 | 25,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 1 392 | −19,86 | 0 | |||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14 722 | −0,16 | 1 | |||||
2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 5 577 | 0,18 | 290 | 5,07 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 137 | 267 | ||||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 5 399 | 0,69 | 281 | 5,66 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 4 407 | 0,00 | 229 | 5,05 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 6 883 | 358 | ||||||
2025-08-13 | 13F | First Trust Advisors Lp | 4 512 | 0,00 | 235 | 4,93 | ||||
2025-08-14 | 13F | Colony Group, LLC | 6 288 | 327 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32 346 | 7,17 | 1 683 | 12,36 | ||||
2025-08-11 | 13F | Tidemark, LLC | 3 210 | 66,75 | 167 | 74,74 | ||||
2025-08-04 | 13F | Atria Investments Llc | 38 303 | −76,10 | 1 993 | −74,94 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 73 195 | 44,57 | 3 808 | 50,59 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 7 680 | 4,32 | 400 | 9,32 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 54 094 | 107,22 | 2 814 | 117,39 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2 758 206 | 25,32 | 143 482 | 31,44 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 29 398 | 121,29 | 1 529 | 132,37 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 13 594 | 707 | ||||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 13 852 | 2,03 | 739 | 17,68 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 5 630 | 293 | ||||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 25 894 | −1,24 | 1 347 | 3,62 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 643 | −41,86 | 85 | −39,29 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 78 826 | 4 101 |