Grundläggande statistik
| Institutionella ägare | 580 total, 580 long only, 0 short only, 0 long/short - change of −1,53% MRQ |
| Genomsnittlig portföljallokering | 0.4101 % - change of −7,87% MRQ |
| Institutionella aktier (lång) | 127 829 457 (ex 13D/G) - change of −1,55MM shares −1,20% MRQ |
| Institutionellt värde (lång) | $ 5 416 626 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund (US:FVD) har 580 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 127,829,457 aktier. Största aktieägare inkluderar Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, Raymond James Financial Inc, Ameriprise Financial Inc, Royal Bank Of Canada, UBS Group AG, Envestnet Asset Management Inc, and Advisor Group Holdings, Inc. .
First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund (ARCA:FVD) 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 46,20 / share. Previously, on September 13, 2024, the share price was 44,95 / share. This represents an increase of 2,77% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 79 997 | −1,05 | 3 576 | −0,80 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 99 782 | −1,11 | 4 460 | −0,87 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 16 483 | −12,07 | 737 | −11,86 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 93 571 | −0,94 | 4 183 | −0,69 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 494 509 | 2,03 | 22 105 | 2,28 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 108 228 | 0,40 | 4 838 | 0,65 | ||||
| 2025-08-14 | 13F | Clg Llc | 121 998 | −3,14 | 5 453 | −2,90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 371 926 | 7,88 | 16 625 | 8,15 | ||||
| 2025-08-07 | 13F | Nwam Llc | 80 223 | 27,39 | 3 625 | 29,14 | ||||
| 2025-08-07 | 13F | PFG Advisors | 53 112 | −20,45 | 2 374 | −20,26 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 37 686 | 0,00 | 1 706 | 3,46 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2 500 | 0,00 | 112 | 0,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 400 | −17,36 | 18 | −19,05 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 150 905 | −2,36 | 7 | 0,00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 20 081 | 7,49 | 898 | 7,81 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 13 580 | 0,12 | 612 | 1,16 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 15 499 | 1,19 | 693 | 1,47 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 352 820 | 76,16 | 15 771 | 76,61 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 3 200 | 0,00 | 143 | 0,70 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 9 983 | −2,89 | 446 | −2,62 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 178 | 0,00 | 8 | 0,00 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 17 582 | −17,48 | 786 | −17,37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 62 901 | 4,71 | 2 812 | 7,25 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 12 397 | −14,36 | 554 | −14,11 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 159 248 | 1,41 | 7 118 | 1,66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 316 256 | 1,75 | 14 137 | 2,00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4 837 | 0,00 | 0 | |||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 163 534 | −3,81 | 7 310 | −3,58 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 4 688 | 0,00 | 210 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 17 691 185 | 0,19 | 790 796 | 0,43 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 124 080 | −20,55 | 5 546 | −20,36 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4 338 | 40,34 | 194 | 40,88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 539 511 | −17,80 | 114 | −17,52 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 14 492 | 5,60 | 648 | 5,89 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 11 245 | −0,64 | 503 | −0,40 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 42 563 | 76,03 | 1 903 | 76,44 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 18 095 | −0,26 | 809 | −0,12 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 28 680 | 2,98 | 1 282 | 3,22 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 10 420 | 0,11 | 466 | 0,22 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 13 362 | −1,43 | 597 | −1,16 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 83 214 | −11,33 | 3 720 | −11,11 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 315 | 0,00 | 14 | 0,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 21 042 | −34,12 | 941 | −33,99 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 43 583 | −9,77 | 1 948 | −9,52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 480 517 | 4,78 | 21 479 | 5,04 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 15 569 | −3,38 | 696 | −3,20 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 31 065 | −14,89 | 1 389 | −14,69 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 4 789 | 214 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 24 830 | 0,16 | 1 122 | 1,45 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 231 142 | −2,04 | 10 332 | −1,80 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 46 426 | −17,90 | 2 075 | −17,69 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 15 796 | −7,20 | 706 | −6,98 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 13 483 | −19,04 | 1 | |||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 6 807 | 4,47 | 304 | 4,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 061 677 | −7,04 | 136 857 | −6,81 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 425 | 0,00 | 19 | 0,00 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 121 850 | 50,19 | 5 | 66,67 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 8 627 | 386 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 69 407 | −7,04 | 3 102 | −6,82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 108 441 | −2,33 | 4 847 | −2,08 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 000 | 0,00 | 89 | 0,00 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 35 237 | −1,47 | 1 575 | −1,19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 428 | −46,87 | 243 | −46,81 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 3 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 9 716 | −3,32 | 434 | −3,12 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17 811 | 5,23 | 796 | 5,57 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10 696 | 1,19 | 478 | 1,49 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 248 087 | −1,10 | 11 089 | −0,85 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 500 | 0,00 | 22 | 0,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 8 811 | −27,89 | 394 | −27,76 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 16 893 | 0,00 | 753 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 203 106 | 182,03 | 9 079 | 182,72 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 283 463 | 3,00 | 12 671 | 3,26 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2 941 | 7,85 | 131 | 10,08 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 75 132 | 0,15 | 3 358 | 0,39 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 18 338 | 0,00 | 818 | 2,13 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 7 555 | 0,08 | 343 | 3,32 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 116 201 | 13,32 | 5 336 | 20,16 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 110 720 | −3,27 | 4 975 | −2,53 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 73 815 | 2,51 | 3 300 | 2,77 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 9 589 | 429 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 117 | −7,68 | 273 | −7,46 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 12 459 | −0,38 | 557 | −0,18 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9 404 | −39,30 | 420 | −39,13 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2 000 | 0,00 | 89 | 0,00 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2 096 | 0,24 | 94 | 0,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 67 939 | 3 037 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 8 195 | −5,31 | 367 | −4,68 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 53 577 | −44,62 | 2 395 | −43,46 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 78 749 | −2,16 | 3 520 | −1,90 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 137 777 | −1,70 | 6 159 | 0,87 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29 062 | 0,75 | 1 299 | 1,01 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 925 | −15,37 | 41 | −14,58 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 510 | 0,00 | 23 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 410 722 | 14,61 | 18 359 | 14,89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 267 270 | 0,18 | 101 346 | 0,42 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 7 151 | −4,92 | 320 | −4,78 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 27 034 | 17,10 | 1 208 | 17,40 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 16 426 | 0,00 | 734 | 0,27 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 115 023 | −1,77 | 5 142 | −1,53 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 10 649 | 64,31 | 476 | 65,28 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 12 768 | −1,53 | 571 | −1,38 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 11 513 | 7,72 | 515 | 7,98 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 400 802 | −2,18 | 17 916 | −1,94 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 515 | 23 | ||||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 271 | 0,00 | 12 | 0,00 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 12 205 | 0,39 | 546 | 0,55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 26 781 | 10,01 | 1 197 | 10,32 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10 451 | 0,58 | 467 | 0,86 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 31 666 | −2,87 | 1 415 | −2,62 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 259 | 0,00 | 148 | 1,38 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 20 983 | −4,06 | 938 | −3,90 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 691 | −44,06 | 523 | −43,93 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1 016 | 45 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 30 357 | −0,76 | 1 357 | −0,59 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35 874 | 45,62 | 1 604 | 45,99 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 243 | 0,00 | 56 | 0,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 25 132 | 20,93 | 1 123 | 21,27 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4 176 | 19,86 | 187 | 24,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 105 187 | 1 146,59 | 4 702 | 1 150,27 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 180 | 0 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 394 | 201 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 245 520 | 378,81 | 10 975 | 380,05 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 42 433 | −4,59 | 1 897 | −4,39 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 71 515 | −0,69 | 3 197 | −0,47 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 295 360 | −3,84 | 13 203 | −3,60 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 157 299 | −0,70 | 7 031 | −0,45 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 80 | 4 | ||||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 033 286 | −0,35 | 90 888 | −0,10 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4 519 | −5,87 | 202 | −1,94 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11 799 | −2,77 | 527 | −2,59 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 131 905 | 3,37 | 5 896 | 3,64 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 75 853 | −1,12 | 3 391 | −0,88 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6 108 478 | −2,46 | 273 049 | −2,22 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 13 587 | −8,57 | 607 | −8,31 | ||||
| 2025-08-14 | 13F | Beacon Investment Advisors Llc | 7 408 | −10,00 | 329 | −10,35 | ||||
| 2025-08-07 | 13F | Commerce Bank | 283 723 | 0,00 | 12 682 | 0,25 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 11 238 | 0,50 | 502 | 0,80 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 10 693 | 0,02 | 478 | 0,21 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 60 011 | −22,57 | 2 683 | −22,37 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 079 | 0,00 | 48 | 0,00 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 22 843 | −0,48 | 1 021 | −0,20 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 477 604 | 3,78 | 21 349 | 4,03 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1 725 | 0,00 | 77 | 1,32 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 660 409 | 1,97 | 29 520 | 2,22 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 237 | 0,00 | 11 | 0,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8 820 | 0,07 | 394 | 0,25 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 93 133 | −1,77 | 4 290 | 3,05 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 278 627 | 2,97 | 12 672 | 10,42 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 86 041 | 12,16 | 3 846 | 12,46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 30 263 | 2,90 | 1 353 | 3,13 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5 277 | 0,00 | 236 | 9,81 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 152 017 | 45,28 | 6 795 | 46,95 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 5 800 | 0,00 | 259 | 0,39 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 50 671 | 0,00 | 2 265 | 0,22 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 13 590 | 2,14 | 607 | 2,36 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 153 300 | −41,25 | 6 853 | −41,10 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 27 623 | 1 235 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 85 | −18,27 | 4 | −25,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 161 | 0,61 | 52 | 0,00 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 160 671 | 2,11 | 7 182 | 2,35 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1 699 | 0,30 | 76 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 105 110 | 102,80 | 4 698 | 103,29 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 522 | 23 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 200 487 | −1,99 | 8 962 | −1,75 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 20 753 | −27,94 | 928 | −27,80 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 36 990 | 1,49 | 1 653 | 1,72 | ||||
| 2025-04-22 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 89 615 | −47,27 | 4 006 | −47,15 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 16 526 | −19,50 | 739 | −19,34 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 15 718 | −3,08 | 713 | −1,25 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Eukles Asset Management | 61 | 0,00 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 241 789 | −2,99 | 10 808 | −2,75 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 15 760 | 704 | ||||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 570 | 0,00 | 25 | 0,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 25 770 | −44,89 | 1 152 | −44,80 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 93 126 | −22,73 | 4 163 | −22,55 | ||||
| 2025-04-24 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 17 500 | 0,00 | 782 | 0,26 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 1 016 | 0,00 | 45 | 0,00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 382 | 0,53 | 17 | 6,25 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 8 048 | −13,09 | 360 | −12,86 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 340 817 | −1,31 | 59 935 | −1,07 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 414 | −27,93 | 242 | −27,84 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 11 808 | 0,00 | 512 | −0,58 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 19 022 | 0,00 | 848 | 0,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 12 251 | −1,65 | 548 | −1,44 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 429 241 | 31,30 | 19 071 | 31,98 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9 183 | 0,04 | 410 | 0,24 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 6 158 | 0,59 | 275 | 1,10 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 15 631 | 15,84 | 699 | 16,14 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 10 493 | −3,76 | 469 | −3,50 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 5 827 | −10,04 | 260 | −9,72 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 471 | −11,47 | 21 | −8,70 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 22 017 | −9,26 | 984 | −8,97 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 27 859 | 0,04 | 1 245 | 0,48 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 34 094 | −63,83 | 1 524 | −62,95 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 60 435 | −23,73 | 2 701 | −23,55 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 39 778 | −0,10 | 1 778 | 0,17 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 309 | 148 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 87 794 | −3,00 | 3 924 | −2,75 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 5 803 | 0,05 | 259 | 0,39 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 136 925 | 6 121 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 979 | −18,01 | 223 | −17,78 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8 480 | 5,80 | 379 | 6,16 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8 025 | 14,01 | 359 | 14,38 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 72 255 | −0,26 | 3 230 | −0,03 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 49 648 | −12,75 | 2 219 | −12,53 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 18 717 | 0,31 | 837 | 0,48 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 148 | 0,00 | 7 | 0,00 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 335 | 0 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 8 250 | 0,00 | 369 | 0,27 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 518 881 | 1,20 | 23 | 4,55 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 14 271 | 0,57 | 638 | 0,79 | ||||
| 2025-04-25 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 44 115 | −5,98 | 1 972 | −5,78 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 97 973 | −0,45 | 4 379 | −0,21 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 347 | 4,17 | 284 | 4,43 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 14 065 | −25,60 | 629 | −25,42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 66 547 | −1,33 | 2 975 | −1,10 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 9 441 | −5,34 | 422 | −4,95 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 56 155 | −1,05 | 2 510 | −0,79 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 17 340 | 0,41 | 775 | 0,65 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 12 690 | −3,79 | 567 | −3,57 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 38 883 | −28,89 | 1 738 | −28,71 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 450 | 0,00 | 20 | 0,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13 051 | 50,13 | 583 | 50,65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 596 | 34,06 | 340 | 34,52 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 15 709 | 2,55 | 702 | 2,78 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 133 836 | −1,86 | 5 982 | −1,61 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7 921 | 30,45 | 354 | 31,11 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 4 781 | 214 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 355 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 353 372 | 2,79 | 15 796 | 3,05 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 15 804 | 0,00 | 706 | 0,28 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 108 045 | −9,08 | 4 830 | −8,85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 298 003 | −9,94 | 13 553 | −8,15 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2 733 | −83,92 | 122 | −83,88 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 69 809 | −1,29 | 3 120 | −1,05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 54 843 | −8,22 | 2 451 | −8,00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 435 | 0,00 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 143 081 | −4,70 | 6 396 | −4,47 | ||||
| 2025-07-16 | 13F | American National Bank | 166 | 0,00 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 15 764 | −13,74 | 721 | −8,15 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 56 085 | 18,02 | 2 507 | 18,26 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 77 343 | −3,00 | 3 457 | −2,76 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 44 905 | −1,98 | 2 007 | −1,71 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 17 670 | −35,37 | 790 | −35,27 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 450 | 20 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 57 744 | −5,18 | 2 581 | −4,94 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 30 479 | −2,25 | 1 362 | −2,01 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 9 009 | 0,63 | 403 | 0,75 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 82 099 | 0,09 | 3 670 | 0,33 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 12 789 | −1,08 | 572 | −0,87 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 287 | 0,00 | 58 | 0,00 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 68 041 | −7,31 | 3 041 | −7,09 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 104 457 | −1,48 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2 397 | 0,13 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 209 613 | 10,55 | 9 370 | 10,81 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 14 982 | −10,67 | 670 | −10,44 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 105 756 | −7,65 | 4 727 | −7,42 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 8 148 | 0,00 | 364 | 0,28 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 889 | 0,00 | 84 | 2,44 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 4 082 | 112,27 | 182 | 114,12 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 007 | 0,00 | 90 | 0,00 | ||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 11 260 | 173,43 | 503 | 174,86 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 5 615 | 0,00 | 251 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12 140 | 23,69 | 543 | 23,74 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 39 323 | 10,77 | 1 758 | 11,06 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 15 791 | 706 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 33 022 | −2,23 | 1 476 | −1,99 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 6 809 | −26,83 | 304 | −26,57 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 38 092 | −3,01 | 1 703 | −2,80 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 857 687 | 1,77 | 83 039 | 2,02 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 7 009 | 0,00 | 313 | 0,32 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 58 330 | −9,92 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 4 877 | 0,00 | 218 | 0,46 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 28 478 | −4,95 | 1 273 | −4,72 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 13 956 | 1,97 | 624 | 2,13 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 29 056 | −2,44 | 1 299 | −2,26 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 189 | 0,00 | 8 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 111 030 | −27,58 | 4 963 | −27,40 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 7 608 | −67,83 | 340 | −67,74 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 89 840 | −0,23 | 4 016 | 0,00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 10 846 | −3,09 | 485 | −3,01 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 75 487 | 120,61 | 3 374 | 121,25 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 77 805 | 3 526 | ||||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 4 774 | 0,13 | 213 | 0,47 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 67 961 | 0,00 | 3 030 | 0,00 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 63 900 | 0,49 | 2 856 | 0,74 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 39 513 | −5,83 | 1 766 | −5,61 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 707 | 0,00 | 32 | 0,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4 891 | 0,18 | 219 | 0,46 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 112 410 | −3,42 | 5 114 | 1,67 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 210 934 | 38,55 | 9 429 | 38,89 | ||||
| 2025-08-14 | 13F | Comerica Bank | 80 147 | 13,01 | 3 583 | 13,28 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 107 | 148,84 | 5 | 300,00 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 5 785 | 0,00 | 259 | 0,39 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 148 785 | −5,09 | 6 651 | −4,86 | ||||
| 2025-04-16 | 13F | Ballew Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 517 551 | −5,39 | 23 135 | −4,70 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 11 717 | 0,01 | 524 | 0,19 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5 648 | 4,05 | 252 | 6,78 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 36 117 | −6,67 | 1 614 | −6,43 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 47 714 | −5,75 | 2 133 | −5,54 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 590 603 | −2,36 | 26 | 0,00 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 106 275 | −1,01 | 4 750 | −0,77 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 87 795 | −3,41 | 3 924 | −3,16 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 39 571 | 10,10 | 1 769 | 10,36 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 171 | 0,60 | 52 | 1,96 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 98 587 | 3,46 | 4 407 | 3,72 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13 208 | 0,06 | 1 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 463 901 | 3,06 | 20 736 | 3,32 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 31 938 | −0,63 | 1 428 | −0,42 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 80 334 | −3,31 | 3 591 | −3,08 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 991 | 0,00 | 44 | 0,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 71 743 | 8,72 | 3 | 50,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 153 310 | −1,47 | 6 836 | 0,68 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Finward Bancorp | 50 136 | −0,15 | 2 241 | 0,13 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 0 | −100,00 | 0 | |||||
| 2025-05-08 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 9 740 | 7,56 | 434 | 5,60 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 13 824 | −1,68 | 618 | −1,44 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 4 611 | −2,64 | 206 | −2,37 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 10 562 | 472 | ||||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 16 542 | −27,60 | 739 | −27,41 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 31 342 | −10,01 | 1 401 | −9,73 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 32 332 | −0,79 | 1 445 | −0,55 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 175 653 | −28,34 | 7 852 | −26,61 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 73 946 | −2,41 | 3 305 | −2,16 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 2 600 | 0,00 | 116 | 0,87 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 022 | 59,16 | 180 | 59,82 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 7 926 | −0,38 | 354 | 0,00 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 238 | 11 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 21 350 | −0,22 | 954 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 264 455 | −0,64 | 12 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 555 819 | −0,54 | 114 254 | −0,30 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 135 153 | 1,97 | 6 041 | 2,22 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1 735 | 100,58 | 78 | 102,63 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 115 902 | 6,19 | 5 181 | 6,45 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 139 349 | 0,23 | 6 229 | 0,47 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 4 653 | −9,25 | 208 | −9,21 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 46 524 | −3,24 | 2 080 | −2,99 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1 755 | 0,00 | 78 | 0,00 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17 950 | 153,85 | 802 | 154,60 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 10 146 | −1,54 | 454 | −1,31 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 929 | 2,56 | 265 | 3,11 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 13 276 | −3,78 | 593 | −3,58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 323 100 | 3,25 | 14 443 | 3,51 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 431 | 0,00 | 19 | 0,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 537 | −45,48 | 24 | −44,19 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 36 616 | −7,28 | 1 637 | −7,05 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5 040 | 0,60 | 225 | 0,90 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 11 858 | 13,22 | 530 | 13,73 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 41 676 | −49,44 | 1 863 | −49,33 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 24 045 | 1 075 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 113 530 | 3,03 | 5 075 | 3,28 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 140 | 0,00 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1 500 | 0,00 | 67 | 1,52 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 48 001 | −11,44 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 6 168 | −3,22 | 276 | −3,17 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6 935 | −3,30 | 310 | −2,82 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 162 628 | 0,15 | 7 269 | 0,40 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 32 982 | −1,09 | 1 474 | −0,81 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 102 899 | −28,21 | 4 600 | −28,04 | ||||
| 2025-08-12 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 11 133 | 0,04 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 762 256 | 0,54 | 34 446 | 1,89 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 968 | 1,07 | 267 | 1,14 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 149 603 | −6,43 | 6 687 | −6,19 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 24 678 | −1,15 | 1 103 | −0,90 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 12 859 | −3,02 | 575 | −2,88 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 8 410 | −23,01 | 376 | −23,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 32 850 | −20,43 | 1 468 | −20,22 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 8 113 | −4,89 | 363 | −4,74 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 700 | 19,77 | 481 | 20,60 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 28 136 | 0,18 | 1 258 | 0,40 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 155 129 | −20,36 | 6 934 | −20,16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 109 133 | 155,66 | 4 878 | 161,98 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 4 041 | 0,00 | 181 | 0,00 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 82 655 | 4 | ||||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 336 | 0,00 | 15 | 7,14 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4 630 | 0,04 | 207 | 0,00 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 11 728 | −2,70 | 524 | −2,42 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 17 475 | 4,79 | 795 | 17,28 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 241 | 0,42 | 11 | 0,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 331 | 59 | ||||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 15 999 | −3,15 | 725 | −1,63 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 17 262 | −8,57 | 772 | −8,32 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 18 095 | 0,57 | 809 | 0,75 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 12 552 | 14,85 | 561 | 15,20 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 928 117 | −2,81 | 41 487 | −2,57 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8 617 | −31,27 | 385 | −31,13 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 24 208 | 90,57 | 1 082 | 91,17 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 125 | 0,00 | 6 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 407 623 | −6,78 | 18 221 | −6,55 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 418 | 0,00 | 63 | 0,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 32 418 | 15,86 | 1 449 | 16,20 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1 166 | 0,60 | 52 | 1,96 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 38 151 | −2,30 | 1 705 | −2,07 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 474 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 823 653 | 14,11 | 82 | 14,08 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 12 020 | −70,14 | 544 | −68,28 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 5 585 | 0,56 | 250 | 0,81 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 14 655 | −5,71 | 655 | −5,48 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 8 807 | 394 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 319 289 | 0,30 | 14 272 | 0,54 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 320 | −82,37 | 14 | −82,50 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 16 273 | −0,96 | 727 | −0,68 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 33 949 | −1,20 | 1 518 | −0,98 | ||||
| 2025-04-23 | 13F | Navis Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kaye Capital Management | 268 684 | −5,13 | 12 010 | −4,89 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 16 803 | −0,06 | 751 | 0,27 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 25 459 | 1,00 | 1 138 | 1,25 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 506 749 | −24,69 | 67 352 | −24,51 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 107 656 | −2,75 | 4 812 | −2,51 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 137 | −46,48 | 6 | −45,45 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 52 237 | −17,37 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 86 288 | −13,81 | 3 857 | −13,60 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16 543 | 1,37 | 739 | 1,65 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 9 234 | −31,68 | 413 | −31,56 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 39 302 | −2,93 | 1 757 | −2,71 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 15 060 | −1,83 | 673 | −1,61 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6 490 | 2,92 | 290 | 3,20 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 911 | −12,79 | 309 | −12,75 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 43 382 | 1,66 | 1 939 | 4,14 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 137 837 | 0,77 | 6 161 | 1,03 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 842 | 0,00 | 38 | 0,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 215 | −16,89 | 54 | −16,92 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6 558 | 293 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 154 034 | −3,37 | 6 885 | −3,12 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 9 962 | 445 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 268 684 | 12 010 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 3 815 572 | −3,87 | 170 556 | −3,63 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 2 191 | −10,53 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9 381 | −19,96 | 419 | −19,73 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 400 | −11,11 | 18 | −15,00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 30 457 | −1,58 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 10 919 | −5,81 | 495 | 1,43 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 14 350 | −5,09 | 641 | −4,90 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 692 | 31 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 790 | 0,38 | 35 | 0,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 77 428 | 9,93 | 3 461 | 10,22 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 6 096 | 0,00 | 272 | 0,37 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 655 488 | −3,54 | 29 300 | −3,30 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 89 166 | −1,73 | 3 986 | −1,48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 121 194 | 16,75 | 5 417 | 17,05 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5 250 | −83,43 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 83 961 | −14,60 | 3 753 | −14,37 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 964 805 | −5,05 | 266 627 | −4,81 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 49 544 | −0,48 | 2 215 | −0,23 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 39 141 | −18,87 | 1 750 | −18,69 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 793 | 3,23 | 209 | 0,97 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 196 989 | −6,34 | 8 805 | −6,11 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 25 660 | 0,23 | 1 147 | 0,53 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 6 688 | 0,15 | 299 | 0,34 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 14 733 | −55,73 | 659 | −55,63 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 6 190 | 0,00 | 277 | 0,00 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 12 013 | −21,79 | 537 | −21,64 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 24 592 | −0,22 | 1 099 | 0,09 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 211 479 | −1,23 | 9 453 | −0,98 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 478 883 | 3,37 | 21 406 | 3,63 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 22 557 | −5,34 | 1 008 | −5,08 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 113 280 | −5,84 | 5 064 | −5,61 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6 191 | 0,13 | 277 | 0,36 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 42 535 | −73,04 | 1 901 | −72,98 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 174 355 | −7,02 | 7 794 | −6,79 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 3 095 | 0,00 | 138 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 128 777 | −8,25 | 5 756 | −8,02 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 5 672 | 255 | ||||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8 450 | 2,19 | 378 | 2,45 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 137 719 | 6 156 | ||||||
| 2025-04-22 | 13F | Putney Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 270 844 | −36,41 | 12 246 | −35,52 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 420 598 | 1,21 | 18 801 | 1,46 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 18 113 | 0,67 | 810 | 0,87 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 10 003 | −30,85 | 447 | −30,70 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 519 | 0,00 | 23 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 45 142 | −5,18 | 2 018 | −4,95 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 30 751 | −12,57 | 1 375 | −10,08 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 33 376 | −4,33 | 1 492 | −4,12 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 7 691 | 0,39 | 344 | 0,59 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 25 | 0,00 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 64 382 | 9,42 | 2 878 | 9,68 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 3 489 | 0,00 | 156 | 0,00 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 5 499 | −9,09 | 246 | −8,92 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 483 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 447 429 | −11,89 | 20 000 | −11,67 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 18 729 | −1,23 | 837 | −0,95 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 42 356 | −6,57 | 1 893 | −6,33 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 201 579 | 4,61 | 9 011 | 4,86 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5 887 | 263 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 18 144 | 16,58 | 811 | 17,03 | ||||
| 2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 9 232 | 0,00 | 413 | 0,24 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 21 812 | −34,93 | 990 | −33,73 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 006 516 | 6,22 | 179 091 | 6,48 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 335 558 | 13,18 | 14 999 | 13,46 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12 180 | 1,26 | 544 | 1,49 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 46 455 | −29,17 | 2 077 | −29,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 26 318 | 16,01 | 1 176 | 16,32 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 37 505 | 68,83 | 1 676 | 69,29 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 20 115 | −0,14 | 899 | 0,11 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 33 320 | 0,90 | 1 489 | 1,15 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 31 397 | −0,54 | 1 403 | −0,28 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 502 705 | 5,13 | 22 471 | 5,39 | ||||
| 2025-08-08 | 13F | Creative Planning | 107 066 | −42,56 | 4 786 | −42,42 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 650 | 0,00 | 29 | 3,57 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 099 | 22,11 | 94 | 22,37 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 522 | −14,51 | 247 | −14,58 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 150 | 0,00 | 7 | 0,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 13 162 | −1,92 | 588 | −1,67 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 770 | −0,40 | 124 | −0,81 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 94 914 | 4 243 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 21 014 | 168,41 | 939 | 169,05 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 414 756 | −1,60 | 18 540 | −1,36 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 88 | 4 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 39 724 | 2,47 | 1 781 | 3,01 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 22 900 | −53,17 | 1 024 | −53,07 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35 418 | −14,74 | 1 573 | −15,06 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 26 439 | −8,06 | 1 182 | −7,88 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10 533 | −4,36 | 471 | −4,28 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 42 206 | 1,21 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 232 | 0,00 | 55 | 1,85 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 4 825 | 0,00 | 216 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 196 387 | −3,14 | 8 778 | −2,90 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 113 | 0,00 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 230 121 | −19,55 | 10 289 | −19,36 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 4 561 | 0,00 | 204 | 0,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 245 987 | −58,86 | 10 996 | −58,76 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5 579 921 | 15,72 | 249 413 | 16,42 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 9 382 | 0,00 | 419 | 0,24 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 31 077 | −0,14 | 1 388 | 0,07 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 827 | 37 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9 338 | 0,00 | 417 | 0,24 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 367 | 0,00 | 16 | 0,00 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 331 | −90,85 | 15 | −91,30 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 234 | 0,00 | 10 | 0,00 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 241 113 | 0,00 | 10 778 | 0,24 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 141 | −19,99 | 96 | −20,17 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 6 285 | −6,97 | 281 | −6,98 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 406 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 25 491 | 11,87 | 1 139 | 12,11 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 19 879 | −5,20 | 904 | −3,21 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 173 795 | −1,34 | 7 769 | −1,11 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 9 108 | 6,66 | 407 | 7,11 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 196 001 | 4,89 | 8 761 | 5,15 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 245 277 | 6,29 | 10 964 | 6,55 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 200 | 0,00 | 9 | 0,00 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 300 | 14 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 63 978 | −6,15 | 2 860 | −5,92 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 37 933 | 0,00 | 1 696 | 0,24 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 141 242 | 3,51 | 51 014 | 3,77 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7 078 | −5,73 | 316 | −5,39 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 23 186 | −36,07 | 1 036 | −35,93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 75 805 | −1,55 | 3 388 | −1,31 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 822 734 | −1,99 | 36 791 | −1,74 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 110 150 | 8,40 | 5 | 0,00 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 4 641 | 0,15 | 207 | 1,98 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 234 524 | −6,06 | 10 483 | −4,99 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 12 929 | −13,41 | 578 | −13,23 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 32 774 | −4,58 | 1 465 | −4,38 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 20 708 | −28,11 | 926 | −27,96 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 74 808 | −13,36 | 3 324 | −12,09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 60 326 | 195,19 | 2 697 | 195,94 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 089 | 49 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 488 951 | −2,80 | 290 056 | −2,56 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5 603 | 23,85 | 250 | 24,38 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 28 | 1 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 7 380 | −8,99 | 330 | −8,86 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9 153 | −23,05 | 409 | −22,83 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9 526 | 0,22 | 426 | 0,47 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 13 046 | 4,18 | 583 | 4,48 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 8 986 | 0,00 | 402 | 0,25 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 423 722 | 102,59 | 18 940 | 103,11 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 27 920 | 0,58 | 1 248 | 0,89 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 36 868 | −16,98 | 1 666 | −12,64 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 5 480 | 0,00 | 245 | 0,00 | ||||
| 2025-08-12 | 13F | Beaton Management Co. Inc. | 7 294 | −0,34 | 0 | |||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 6 127 | 274 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 152 495 | 26,98 | 6 817 | 27,28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 19 899 789 | −0,38 | 889 521 | −0,14 | ||||
| 2025-04-16 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8 218 | 0,29 | 367 | 0,55 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 094 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 27 959 | 1,16 | 1 250 | 1,38 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 300 | 0,00 | 13 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 51 983 | 11,81 | 2 324 | 12,06 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | −97,17 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 56 067 | 0,07 | 2 506 | 0,32 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 176 165 | 77,69 | 7 875 | 78,14 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 765 861 | −25,55 | 34 234 | −25,37 |
Other Listings
| MX:FVD |
