Grundläggande statistik
| Institutionella ägare | 765 total, 761 long only, 2 short only, 2 long/short - change of −3,03% MRQ |
| Genomsnittlig portföljallokering | 0.2865 % - change of −21,52% MRQ |
| Institutionella aktier (lång) | 40 313 907 (ex 13D/G) - change of −1,10MM shares −2,64% MRQ |
| Institutionellt värde (lång) | $ 4 357 221 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Core High Dividend ETF (US:HDV) har 765 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 40,314,191 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Royal Bank Of Canada, Raymond James Financial Inc, Commonwealth Equity Services, Llc, and Janney Montgomery Scott LLC .
iShares Trust - iShares Core High Dividend ETF (ARCA:HDV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 11, 2025 is 123,43 / share. Previously, on September 12, 2024, the share price was 116,61 / share. This represents an increase of 5,85% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 4 550 | 0,00 | 533 | −3,27 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 210 | 0,00 | 25 | −4,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 2 522 | 14,22 | 296 | 10,49 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 3 125 | −17,87 | 366 | −20,43 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 48 689 | 11,80 | 5 705 | 8,15 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 5 043 | 0,04 | 591 | −3,28 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 10 517 | −2,02 | 1 232 | −5,23 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 501 | 50 000,00 | 59 | |||||
| 2025-08-14 | 13F | Gordian Capital Singapore Pte Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 13 062 | 1,01 | 1 531 | −2,30 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 304 | 5,16 | 153 | 1,33 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 9 725 | −3,26 | 1 139 | −6,41 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 6 600 | 106,25 | 770 | 101,57 | |||
| 2025-07-11 | 13F | Grove Bank & Trust | 610 | 0,00 | 71 | −2,74 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 25 686 | −0,75 | 3 010 | −3,99 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 12 213 | −7,43 | 1 431 | −10,46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 918 491 | −6,42 | 107 620 | −9,47 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 18 207 | 0,42 | 2 133 | −2,82 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 20 668 | −0,21 | 2 422 | −3,47 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 3 321 | 0,00 | 389 | −3,23 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 79 886 | −0,17 | 9 360 | −3,43 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 11 754 | 0,13 | 1 377 | −3,10 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 588 | −76,37 | 186 | −77,12 | ||||
| 2025-07-14 | 13F | Salvus Wealth Management, LLC | 1 795 | 0,00 | 210 | −3,23 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5 104 | 0,18 | 598 | −3,24 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8 697 | −1,11 | 1 036 | −2,82 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 253 | 0,00 | 147 | −3,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 653 620 | 37,53 | 76 274 | 34,30 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 534 | 0,00 | 63 | −3,12 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2 379 | −4,61 | 279 | −7,95 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 20 837 | −19,00 | 2 | −33,33 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 2 609 | 40,65 | 306 | 36,16 | ||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 4 060 | 0,45 | 476 | −2,86 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 928 | −0,26 | 226 | −3,85 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 16 322 | 24,65 | 1 912 | 20,63 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 880 | 0,00 | 103 | −2,83 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5 748 | 674 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 22 | 3 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 390 | 408 | ||||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 7 526 | −0,69 | 882 | −3,93 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 1 790 | 0,00 | 210 | −3,24 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 089 | 0,00 | 245 | −3,56 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5 869 | 7,37 | 688 | 3,78 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 382 | 3,86 | 631 | 0,48 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1 725 | −0,98 | 202 | −3,81 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 8 139 | −1,70 | 954 | −4,89 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 542 | 0,00 | 649 | −3,28 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 227 877 | −13,47 | 26 700 | −16,31 | ||||
| 2025-08-14 | 13F | Comerica Bank | 159 974 | −5,01 | 18 744 | −8,10 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 2 777 | −61,08 | 325 | −62,38 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 18 495 | 0,92 | 2 167 | −2,34 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 3 819 | 0,05 | 447 | −3,25 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 112 | 0,00 | 13 | 0,00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 50 462 | −0,46 | 5 913 | −3,70 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 12 711 | −3,57 | 1 489 | −6,70 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 450 | 0,00 | 53 | −3,70 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 25 693 | 10,86 | 3 010 | 7,23 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 71 852 | 1,67 | 8 419 | −1,65 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 26 720 | 1,57 | 3 131 | −1,76 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 8 673 | −95,41 | 1 | −95,45 | ||||
| 2025-08-07 | 13F | PFG Advisors | 75 852 | 20,62 | 8 888 | 16,69 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 885 | 0,00 | 104 | −3,74 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 715 000 | 735,28 | 83 777 | 708,10 | |||
| 2025-07-15 | 13F | Graypoint LLC | 98 876 | 6,34 | 11 585 | 2,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 763 314 | 11,35 | 323 778 | 7,72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39 924 | 1 043,30 | 4 678 | 1 008,29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 2 300 | −8,00 | 269 | −10,93 | |||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 3 442 | 0,00 | 403 | −3,12 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6 118 | 8,13 | 717 | 4,53 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 4 080 | −4,11 | 478 | −7,18 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 92 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 233 | 0,13 | 262 | −3,33 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 680 | −3,55 | 80 | −7,06 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 10 600 | −1,77 | 1 242 | −4,98 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11 683 | −0,54 | 1 369 | −3,80 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 129 | 0,00 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 291 | 276 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 378 | 0,00 | 396 | −3,42 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8 455 | 0,86 | 991 | −2,46 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9 615 | 14,22 | 1 128 | 10,49 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 40 | −89,56 | 5 | −91,30 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 6 467 | −1,00 | 758 | −4,30 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 52 | 0,00 | 6 | 0,00 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 109 | 0,00 | 13 | −7,69 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 6 966 | 0,75 | 816 | −2,51 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 778 605 | 3,39 | 91 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 26 143 | −12,58 | 3 063 | −15,41 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 236 618 | 39,51 | 27 724 | 34,96 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 12 251 | 0,39 | 1 451 | −1,16 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 17 700 | 1,74 | 2 074 | −1,61 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 65 000 | −13,33 | 8 | −22,22 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 37 642 | 1,88 | 4 411 | −1,45 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 463 | −4,58 | 523 | −7,77 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 256 129 | −4,06 | 30 011 | −7,19 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 5 865 | 0,00 | 687 | −3,24 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 49 239 | 3,82 | 5 769 | 0,44 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 538 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 427 | 0,00 | 284 | −3,07 | ||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 166 097 | 0,00 | 19 462 | −3,26 | ||||
| 2025-04-21 | 13F | Abundance Wealth Counselors | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2 986 | 0,00 | 350 | −3,32 | ||||
| 2025-07-17 | 13F | City Holding Co | 225 | 0,00 | 26 | −3,70 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 866 | −0,87 | 453 | −4,24 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 328 | 0,00 | 38 | −2,56 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 12 953 | −0,65 | 1 518 | −3,93 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 4 990 | 0,00 | 585 | −3,31 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 314 | 22,89 | 271 | 18,86 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 450 | 0,00 | 170 | −3,43 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 4 157 | −4,52 | 487 | −7,59 | ||||
| 2025-07-24 | 13F | Court Place Advisors, LLC | 12 509 | −1,08 | 1 466 | −4,31 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 354 | 0,57 | 42 | −2,38 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 400 | 0,00 | 47 | −4,17 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 47 772 | 251,45 | 5 597 | 240,04 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 12 002 | −8,35 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 1 882 | 224 | ||||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1 932 | −9,08 | 226 | −12,06 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 4 654 | 4,80 | 545 | 1,49 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 75 | 0,00 | 9 | −11,11 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 320 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 21 918 | 4,48 | 2 568 | 1,06 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 650 | 0,00 | 76 | −2,56 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 000 | 0,00 | 117 | −3,31 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 5 836 | 42,48 | 684 | 37,70 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 3 803 | 0,03 | 446 | −3,26 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2 904 | 0,00 | 340 | −3,13 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 99 751 | −3,04 | 11 688 | −6,20 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 7 802 | −0,41 | 914 | −3,59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 365 | 276,59 | 277 | 264,47 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 710 | 0,00 | 83 | −2,35 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 501 | 0,00 | 59 | −3,33 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 2 962 | 347 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15 937 | −61,65 | 1 867 | −62,90 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 38 069 | −0,96 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1 732 | 207 | ||||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 7 755 | −0,15 | 909 | −3,40 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 400 | 0,00 | 47 | −4,17 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3 590 | 20,19 | 421 | 16,34 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 929 | 0,00 | 112 | 4,72 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 759 | 0,00 | 792 | −3,30 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1 819 | 0,00 | 213 | −3,18 | ||||
| 2025-05-14 | 13F | Clarity Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 1 745 | −8,16 | 204 | −11,30 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 3 750 | 0,00 | 439 | −3,30 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1 791 | −5,09 | 210 | −8,33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 175 512 | −0,18 | 20 565 | −3,44 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 80 | −96,95 | 9 | −97,17 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 55 922 | −1,05 | 6 552 | −4,28 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 90 432 | −1,38 | 10 596 | −4,60 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 168 | 1 580,00 | 20 | 1 800,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16 951 | 1,91 | 1 986 | −1,39 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1 166 | 0,00 | 137 | −3,55 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 2 011 | −12,45 | 235 | −15,83 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9 195 | 1 301,68 | 1 073 | 1 274,36 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 27 554 | −2,79 | 3 228 | −5,97 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 10 000 | 0,00 | 1 172 | −3,30 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 8 590 | 1,18 | 1 006 | −2,14 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 523 | −5,25 | 61 | −7,58 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 9 674 | −0,22 | 1 134 | −3,49 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 967 | 28,93 | 117 | 39,29 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 973 | 0,31 | 114 | −3,42 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 3 496 | 0,00 | 410 | −3,31 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 12 816 | 2,09 | 1 502 | −1,25 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 113 | 0,00 | 13 | 0,00 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 845 | −8,39 | 216 | −11,11 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 8 950 | 0,79 | 1 049 | −2,51 | ||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gould Capital, LLC | 18 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 1 907 | 0,00 | 223 | −3,04 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 3 451 | 0,00 | 404 | −3,12 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 3 025 | 0,00 | 354 | −3,28 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 82 078 | 3,02 | 9 941 | 11,15 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 11 094 | −2,67 | 1 300 | −5,87 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 164 | 0 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 8 334 | −55,02 | 976 | −53,05 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2 146 | 5,20 | 251 | 1,62 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Lantz Financial LLC | 102 663 | 2,02 | 12 029 | −1,30 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 602 | −2,83 | 422 | −6,01 | ||||
| 2025-05-05 | 13F | Conservest Capital Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 2 204 | 0,00 | 258 | −3,01 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 21 613 | 18,62 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 591 | 0,00 | 772 | −3,26 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 16 313 | 0,67 | 1 911 | −2,60 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 10 526 | −1,61 | 1 233 | −4,79 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 11 905 | 2,95 | 1 395 | −0,43 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 573 | 0,00 | 67 | −2,90 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11 279 | 2,70 | 1 322 | −0,68 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2 550 | −14,37 | 299 | −17,22 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 7 555 | −88,65 | 885 | −89,02 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 15 925 | −1,70 | 1 866 | −4,89 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 13 190 | −12,52 | 1 546 | −15,39 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 083 | 1,66 | 947 | −1,66 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 474 | 0,00 | 56 | −3,51 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 278 | 267 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 9 479 | 16,34 | 1 111 | 12,58 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 42 195 | −1,66 | 4 944 | −4,87 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 69 840 | 0,55 | 8 183 | −2,72 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 36 310 | 4,73 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 32 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 6 186 | 0,00 | 725 | −3,34 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 58 | 0,00 | 7 | −14,29 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 602 | 0,84 | 70 | −2,78 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 944 | 0,00 | 111 | −3,51 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 412 | 1,22 | 166 | −2,37 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 28 756 | 2,27 | 3 369 | −1,06 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 31 | 0,00 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 2 037 | 0,39 | 239 | −2,86 | ||||
| 2025-04-22 | 13F | Tassel Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 1 710 | 0,00 | 200 | −3,38 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 993 | 234 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 147 755 | 4,25 | 17 700 | 15,19 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 19 427 | −0,35 | 2 333 | 3,88 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 821 | −6,70 | 1 034 | −9,78 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 21 190 | 12,40 | 2 483 | 8,72 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 50 875 | 11,48 | 5 961 | 7,85 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 19 137 | 17,80 | 2 242 | 13,98 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 216 | 101,87 | 25 | 108,33 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 2 634 | −51,08 | 309 | −52,76 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 426 | 172,66 | 636 | 163,49 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 54 382 | −0,01 | 6 372 | −3,28 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 72 805 | 18,63 | 8 531 | 14,76 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 8 021 | 0,00 | 940 | −3,30 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 665 | 0,00 | 78 | −3,75 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 542 | 0,00 | 64 | −3,08 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 2 431 | 0,00 | 285 | −3,40 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3 579 | 30,86 | 419 | 26,59 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 25 184 | 0,62 | 2 951 | −2,67 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 92 380 | 2,75 | 10 824 | −0,60 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 555 | −3,07 | 299 | −6,27 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 263 | −10,24 | 31 | −14,29 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 250 | 0,00 | 29 | −3,33 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 3 000 | 0,00 | 352 | −3,31 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 654 | 44,83 | 194 | 39,86 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 2 900 | 0,80 | 340 | −2,59 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 91 856 | −0,57 | 10 763 | −3,82 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 8 889 | −4,75 | 1 041 | −7,88 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 19 289 | 1,17 | 2 336 | 6,91 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 8 118 | −3,16 | 983 | 4,46 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 2 011 | 0,55 | 239 | −1,65 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 146 | 356,25 | 17 | 466,67 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 45 704 | 1,14 | 5 355 | −2,16 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4 624 | 0,00 | 542 | −3,39 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 14 | 2 | ||||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 2 009 | 0,00 | 235 | −3,29 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 21 707 | 5,08 | 2 543 | 1,64 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 45 119 | 5 287 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 418 | 2,91 | 518 | −0,39 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 740 | 0,77 | 321 | −2,43 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 160 896 | 0,22 | 18 852 | −3,05 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3 332 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3 077 | 0,00 | 367 | −1,34 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 637 677 | 1,48 | 74 610 | −1,98 | ||||
| 2025-04-11 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6 090 | 1,86 | 714 | −1,52 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 20 714 | −15,30 | 2 427 | −18,06 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 742 387 | 1,78 | 86 986 | −1,54 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9 798 | 1 148 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 33 467 | 24,53 | 3 921 | 20,46 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 9 912 | 0,19 | 1 161 | −3,09 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 8 141 | 331 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 9 777 | 2,79 | 1 146 | −0,61 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 23 095 | −5,99 | 2 706 | −9,04 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 51 241 | 12,39 | 6 004 | 8,71 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 435 | 0,00 | 51 | −3,85 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 5 300 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 172 257 | 3,72 | 20 183 | 0,33 | ||||
| 2025-04-23 | 13F | SOL Capital Management CO | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 786 | −5,25 | 561 | −3,45 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 763 802 | −7,73 | 89 495 | −10,74 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11 401 | 11,63 | 1 336 | 8,01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 21 108 | 67,42 | 2 473 | 62,80 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 342 | 6,41 | 274 | 3,01 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 26 659 | 1,26 | 3 124 | −2,04 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 478 | −0,67 | 173 | −3,89 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 13 070 | −29,20 | 1 531 | −31,50 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 138 | 0,00 | 16 | 0,00 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 851 | 0,82 | 217 | −2,70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 39 165 | 27,61 | 4 589 | 25,46 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 22 941 | 0,79 | 2 688 | 4,80 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 4 944 | −3,94 | 579 | −7,06 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 10 523 | −2,77 | 1 233 | −5,95 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 382 | 2,23 | 2 154 | −1,10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 76 453 | 3,04 | 8 958 | −0,31 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 10 320 | 7,04 | 1 209 | 3,60 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 750 | 88 | ||||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2 720 | −19,55 | 319 | −22,25 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2 381 | 22,67 | 279 | 18,30 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 2 004 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 10 177 | −1,72 | 1 192 | −4,94 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 792 | −1,52 | 562 | −4,75 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 183 612 | 3,25 | 138 683 | −0,12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3 635 | −9,78 | 426 | −12,91 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 76 477 | −0,27 | 8 961 | −3,52 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6 679 | −1,63 | 783 | −4,87 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 250 | 0,00 | 29 | −3,33 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3 381 | 0,36 | 396 | −2,94 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 29 795 | 3,49 | 3 491 | 0,11 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2 510 | 0,00 | 294 | −3,29 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 8 097 | −1,23 | 949 | −4,44 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 53 952 | 6,20 | 6 322 | 2,75 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 173 111 | 20,19 | 20 283 | 16,27 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2 495 | −1,96 | 292 | −5,19 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8 957 | −2,24 | 1 050 | −5,41 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 4 690 | 0,00 | 550 | −3,35 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 3 286 | 1,08 | 398 | 9,34 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5 804 | −5,44 | 680 | −8,48 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 60 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 542 | 0,00 | 64 | 1,61 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 20 967 | 3,52 | 2 457 | 0,12 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 20 340 | 0,38 | 2 425 | −1,22 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 3 158 | 0,22 | 370 | −2,89 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 29 884 | 0,26 | 3 502 | −3,02 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 44 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 3 199 | 0,00 | 375 | −3,36 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 2 487 | 4,85 | 291 | 1,39 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 28 646 | 9,54 | 3 356 | 5,97 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 4 989 | 585 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 200 | 23 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 4 482 | −3,20 | 525 | −6,25 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3 313 | 0,36 | 388 | −2,76 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 622 | 0,00 | 73 | −4,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 182 691 | 141,10 | 21 | 133,33 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2 992 | 0,34 | 351 | −3,05 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 435 | 51 | ||||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 16 965 | 47,07 | 2 027 | 50,07 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 9 110 | 0,00 | 1 067 | −3,26 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 4 500 | 52,54 | 527 | 47,62 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 0 | 0 | ||||||
| 2025-04-16 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 355 629 | −4,69 | 42 640 | 2,55 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 18 514 | −39,43 | 2 221 | −40,03 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3 993 | 1 550,00 | 468 | 1 510,34 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 938 | 2 580,00 | 110 | 2 625,00 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 3 637 | −0,16 | 426 | −3,40 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 80 | 0,00 | 9 | 0,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 17 537 | −7,10 | 2 055 | −10,15 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 000 | 56,25 | 119 | 84,38 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 2 805 | 10,22 | 329 | 6,49 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 5 319 | 0,00 | 623 | −3,26 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 2 727 | 7,07 | 320 | 3,57 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 4 023 | 0,00 | 471 | −3,29 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 43 671 | 3,33 | 5 117 | −0,06 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 85 731 | 10 045 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 34 169 | −0,26 | 4 004 | −3,52 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 12 054 | 1 | ||||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 32 641 | 1,73 | 3 825 | −1,60 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3 280 | −35,01 | 384 | −37,15 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 28 556 | −0,59 | 3 346 | −3,85 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 200 311 | 1,91 | 23 470 | −1,42 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 1 780 | 0,00 | 209 | −3,26 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 3 014 | 2,07 | 353 | −1,12 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3 400 | 0,47 | 398 | −2,69 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2 258 | −21,65 | 265 | −24,36 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 64 | 0,00 | 7 | 0,00 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 2 148 | −1,78 | 252 | −4,92 | ||||
| 2025-07-09 | 13F | Woodstock Corp | 16 180 | 0,00 | 1 896 | −3,27 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 663 655 | −0,79 | 77 760 | −4,03 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24 006 | 2,09 | 2 812 | −1,26 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3 372 | 27,58 | 395 | 23,44 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 3 236 | −9,18 | 379 | −12,06 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16 971 | −2,37 | 1 989 | −5,56 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 3 600 | 0,00 | 422 | −3,44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30 413 | 10,76 | 3 563 | 7,16 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 30 806 | 2,31 | 3 610 | −1,04 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 2 363 | 24,17 | 277 | 20,00 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 5 250 | −1,32 | 615 | −4,50 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 7 172 | 0,06 | 840 | −3,23 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 835 | −45,60 | 98 | −47,57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 299 766 | 2,09 | 386 634 | −1,24 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 854 | 5,86 | 334 | 2,45 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14 141 | 282 720,00 | 1 657 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 28 117 | 1,55 | 3 294 | −1,76 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 54 812 | −6,76 | 6 422 | −9,79 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 458 651 | 0,15 | 53 740 | −3,12 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 17 199 | 2,93 | 2 015 | −0,40 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 7 255 | 14,16 | 850 | 10,53 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27 591 | −7,37 | 3 233 | −10,40 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 497 | −6,40 | 58 | −9,37 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 720 | 0,00 | 84 | −3,45 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 326 | 0,00 | 38 | −2,56 | ||||
| 2025-07-22 | NP | DGEFX - Destinations Equity Income Fund Class I | 92 095 | 4 681,67 | 10 710 | 5 596,28 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 152 | 0,66 | 18 | 5,88 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 490 | 0,00 | 57 | −3,39 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 167 532 | 3,88 | 19 630 | 0,49 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 406 | −3,10 | 48 | −6,00 | ||||
| 2025-08-06 | 13F | Simmons Bank | 200 913 | −2,45 | 23 541 | −5,63 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 61 | 7,02 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 9 502 | 20,07 | 1 113 | 16,18 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 8 639 | 4,53 | 1 012 | 1,20 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 918 | 0,00 | 108 | −3,60 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 264 | 0,76 | 31 | −3,23 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 948 | 0,00 | 111 | −2,63 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 26 945 | −85,19 | 3 157 | −7,74 | ||||
| 2025-05-02 | 13F | Pettinga Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 667 | −45,95 | 314 | −45,49 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 287 213 | 2,68 | 33 653 | −0,67 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 6 541 | 176,58 | 373 | 30,42 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 25 803 | 12,62 | 3 023 | 8,94 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 620 | 26,02 | 307 | 22,31 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 2 631 | 0,00 | 308 | −3,14 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 947 | −90,34 | 111 | −90,73 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25 695 | 87,65 | 3 011 | 81,54 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1 904 | 6,91 | 223 | 3,72 | ||||
| 2025-07-07 | 13F | Trust Co | 3 475 | 0,00 | 407 | −3,10 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 63 009 | −2,57 | 7 383 | −5,75 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3 737 | −11,19 | 438 | −9,34 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 2 122 | −36,41 | 249 | −38,61 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 13 024 | −0,23 | 1 526 | −3,48 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 36 119 | 1,23 | 4 232 | −2,06 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 19 037 | 0,78 | 2 231 | −2,49 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 31 042 | −1,76 | 3 637 | 1,06 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4 275 | −0,12 | 501 | −3,47 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 16 063 | 1 882 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 | 0 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 5 968 | −0,58 | 699 | −3,85 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 42 999 | −31,39 | 5 038 | −33,63 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10 377 | 4,78 | 1 216 | 1,33 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 22 790 | −0,15 | 2 670 | −3,40 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 667 | 1,26 | 547 | −2,15 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 339 | −1,04 | 391 | −4,17 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 44 400 | 481,61 | 5 202 | 462,99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 327 360 | 7,84 | 38 | 5,56 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 164 | 0,93 | 371 | −2,37 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 269 | 0,00 | 32 | −3,12 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3 704 | 0,00 | 434 | −3,12 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 474 | 0,00 | 290 | −3,34 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 33 389 | −3,46 | 3 912 | −6,61 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 380 | 0,00 | 279 | −3,47 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 7 698 | 2,50 | 902 | −0,77 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 195 333 | 14,35 | 23 | 10,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11 666 | −3,02 | 1 367 | −6,18 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3 708 | −26,92 | 433 | 67,44 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Managed Volatility Equity Fund | 379 802 | −14,42 | 44 501 | −17,21 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 141 620 | 18,36 | 16 751 | 15,58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 359 978 | 2,79 | 42 179 | −0,57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 92 885 | −3,41 | 11 250 | 4,21 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6 712 | −8,80 | 786 | −11,78 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 2 005 | 0,00 | 235 | −3,31 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2 517 | 0,00 | 295 | −3,29 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 695 | 4 533,33 | 81 | 8 000,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 10 988 | −2,00 | 1 287 | −5,16 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6 324 | −34,92 | 741 | −36,99 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 223 | 26 | ||||||
| 2025-08-06 | 13F | Climber Capital SA | 6 500 | 0,00 | 757 | 16,64 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6 233 | 0,02 | 730 | −3,18 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 80 300 | −87,06 | 9 409 | −87,48 | |||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 129 401 | 0,06 | 15 162 | −3,21 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 15 565 | 4,15 | 1 824 | 0,72 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 115 531 | 6,24 | 14 | 0,00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 2 695 | −4,67 | 316 | −7,89 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 500 | 59 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 15 151 | 3,60 | 1 775 | 0,23 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 7 554 | −6,91 | 885 | −9,88 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 7 897 | −4,68 | 925 | −7,78 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 13 199 | 20,43 | 1 547 | 16,50 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 566 | 66 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 38 155 | −1,98 | 4 471 | −5,18 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 893 | 189,00 | 87 | 411,76 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2 889 | −5,25 | 338 | −8,40 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 415 | 0,00 | 49 | −4,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 914 | −9,22 | 576 | −12,21 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 15 620 | 1,73 | 1 830 | −1,56 | ||||
| 2025-07-24 | 13F | Eastern Bank | 545 | 0,00 | 64 | −4,55 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 2 294 | 0,17 | 269 | −3,25 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 297 | 621 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 2 332 | −51,13 | 273 | −52,69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 525 759 | −7,19 | 61 603 | −10,22 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 2 251 | 264 | ||||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 3 988 | 0,00 | 467 | −3,31 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 13 325 | −14,93 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 42 221 | −53,51 | 5 020 | −54,37 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 85 364 | −35,87 | 10 002 | −37,96 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 37 516 | −1,21 | 4 396 | −4,44 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 11 988 | −0,79 | 1 405 | −3,57 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 13 409 | 41,61 | 1 571 | 37,09 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 3 896 | 0,00 | 457 | −3,18 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 2 598 | −3,17 | 304 | −6,17 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 2 395 | 2,26 | 281 | −1,06 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 6 930 | −2,42 | 812 | −5,70 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 6 599 | 0,23 | 773 | −3,01 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 370 | −0,63 | 278 | −3,82 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10 643 | 94,89 | 1 247 | 88,65 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 569 | 1,30 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 138 386 | 10,15 | 16 215 | 6,56 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5 304 | 621 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2 414 | 16,28 | 283 | 12,35 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 32 152 | −2,07 | 3 767 | −5,26 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 27 418 | 11 617,09 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 835 | −4,95 | 567 | −6,75 | ||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 14 560 | −5,49 | 1 706 | −8,58 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3 037 | −3,74 | 356 | −7,07 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 116 | 0,00 | 14 | −7,14 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 6 174 | 693 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 67 | 0,00 | 8 | −12,50 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 36 302 | 4,51 | 4 254 | 1,09 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 14 938 | −2,80 | 1 750 | −5,96 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 808 | 12,23 | 212 | 8,21 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 6 417 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 2 053 | 0,00 | 241 | −3,23 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 7 207 | 3,19 | 844 | −0,12 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1 908 | −2,50 | ||||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 3 495 | 0,00 | 410 | −3,31 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 829 | 0,14 | 1 034 | −3,09 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4 572 | −13,34 | 536 | −16,14 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7 996 | 356,91 | 937 | 343,60 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 2 799 | −4,27 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 599 | −1,30 | 187 | −4,59 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | Call | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 16 337 | 0,77 | 1 914 | −2,50 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 14 663 | 3,20 | 1 718 | −0,12 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 6 271 | 0,00 | 735 | −3,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 101 266 | −0,01 | 11 865 | −3,28 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 4 126 | 0,00 | 483 | −3,21 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 41 996 | −2,58 | 4 921 | −5,73 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1 770 | 5,99 | 207 | 2,48 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 309 | 0,18 | 388 | −3,25 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 5 486 | 0,00 | 643 | −3,31 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13 094 | −1,33 | 1 534 | −4,54 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 26 001 | 0,00 | 3 149 | 0,00 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 4 089 | 8,23 | 479 | 4,81 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 13 114 | 99,30 | 1 537 | 92,96 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4 148 | 11,09 | 486 | 7,30 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 29 195 | 0,00 | 3 421 | −3,28 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 495 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 14 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 181 909 | −9,95 | 21 314 | −12,89 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 360 | 0,27 | 1 214 | −3,04 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6 057 | 710 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 32 857 | 38,97 | 3 850 | 34,44 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 3 473 | −1,61 | 407 | −4,92 | ||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 20 039 | 5,11 | 2 348 | 1,65 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 159 | 0,00 | 19 | −5,26 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 77 | −73,99 | 0 | |||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 3 617 | −1,90 | 424 | −5,16 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 8 530 | 0,00 | 999 | −3,29 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Allie Family Office LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1 076 | −31,03 | 126 | −32,98 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 606 | −3,81 | 71 | −6,58 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 165 | 0,00 | 19 | 0,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 4 713 | 0,00 | 552 | −3,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 332 253 | −2,44 | 38 950 | −5,61 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 663 | 0,30 | 78 | −3,75 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 13 616 | 0,78 | 1 595 | −2,51 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 11 565 | 0,00 | 1 355 | −3,21 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14 404 | 4,99 | 1 688 | 1,57 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 2 408 | 282 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 18 487 | 0,00 | 2 166 | −3,26 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 9 405 | −0,90 | 1 102 | −4,18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 282 111 | 0,41 | 150 225 | −2,87 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 14 194 | −0,08 | 1 663 | −3,31 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 4 053 | −69,34 | 475 | −70,39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 50 922 | −2,32 | 5 966 | 1,95 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 55 117 | 0,11 | 6 458 | −3,15 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 884 | 58,78 | 572 | 53,76 | ||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 3 969 | 4,06 | 465 | 0,65 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4 921 | −28,00 | 577 | −24,90 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 12 581 | −8,83 | 1 474 | −11,79 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 770 855 | 2,86 | 90 321 | −0,49 | ||||
| 2025-05-05 | 13F | Wealth Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 186 193 | 19,88 | 21 816 | 15,97 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14 090 | −0,23 | 1 651 | −3,51 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 1 780 | 0,56 | 209 | −2,80 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 1 791 | 210 | ||||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 501 871 | 3,57 | 527 484 | 0,19 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 26 | 0,00 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 119 | −2,47 | 365 | −5,68 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 765 | 0,00 | 207 | −3,27 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 1 946 | −2,06 | 228 | −5,42 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 2 511 | −0,91 | 294 | −3,92 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16 405 | 9,85 | 1 967 | 15,65 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 2 662 | 7,47 | 312 | 3,67 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 32 187 | −1,32 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16 674 | −7,48 | 1 954 | −10,49 | ||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 18 061 | −0,25 | 2 116 | −3,51 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 11 079 | −1,32 | 1 298 | −4,49 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1 772 | −1,99 | 208 | −5,05 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 3 419 | −4,28 | 401 | −7,41 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 20 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 19 306 | −0,22 | 2 262 | −3,46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 419 370 | −0,52 | 166 308 | −3,76 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 242 909 | −0,33 | 28 462 | −3,58 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 700 | 0,00 | 82 | −2,38 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 3 831 | 0,18 | 459 | 6,50 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 2 476 | 0,00 | 290 | −3,01 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 4 388 | 3,61 | 514 | 0,39 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 3 188 | 0,19 | 374 | −3,12 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 9 388 | 0,02 | 1 100 | −3,26 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 9 215 | 36,22 | 1 080 | 31,75 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 530 | 0,00 | 62 | −3,12 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 022 | −50,63 | 471 | −52,23 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 16 | 0,00 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 23 453 | 0,00 | 2 748 | −3,24 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 83 849 | 0,54 | 9 825 | −2,74 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 158 884 | 3,60 | 18 616 | 0,22 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 34 764 | −40,13 | 4 073 | −42,09 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 5 318 | 0,45 | 623 | −2,81 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 53 158 | 2,97 | 6 229 | −0,38 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 703 | 0,72 | 82 | −2,38 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 400 | 47 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 167 | 0,00 | 20 | −5,00 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 1 758 | 0,00 | 206 | −3,30 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 59 | 0,00 | 7 | 16,67 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 820 | 0,00 | 96 | −3,03 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 3 512 | −3,81 | 412 | −6,38 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5 321 | −1,86 | 1 | |||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 2 028 | 0,00 | 238 | −3,27 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 165 | 0,00 | 19 | 0,00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 8 061 | −2,48 | 945 | −5,69 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12 760 | 110,32 | 1 495 | 103,68 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156 934 | 0,34 | 18 | 0,00 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 3 220 | −2,13 | 377 | −5,28 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 1 980 | 0,00 | 232 | −3,35 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 143 051 | 37,97 | 16 761 | 33,48 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3 271 | 9,88 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2 080 | 0,00 | 244 | −3,19 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2 554 | −83,11 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 18 149 | 0,07 | 2 127 | −3,19 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 4 635 | −1,80 | 543 | −4,90 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 17 177 | 0,21 | 1 998 | 2,78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 11 700 | 74,63 | 1 371 | 68,93 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 73 678 | 541,29 | 8 633 | 520,56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 64 400 | −20,59 | 7 546 | −23,18 | |||
| 2025-08-04 | 13F | Human Investing LLC | 5 390 | 77,54 | 632 | 71,93 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 32 815 | −0,06 | 3 845 | −3,32 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 334 | −69,20 | 274 | −70,23 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 368 | −2,87 | 512 | −6,07 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2 060 | 0,29 | 241 | −2,82 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 12 550 | 0,00 | 1 470 | −3,29 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −178 | −11,88 | −21 | −16,67 | |||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2 293 | −18,28 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 90 076 | 1,98 | 10 554 | −1,34 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 1 720 | 203 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 454 551 | 3,79 | 53 255 | 0,43 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 300 | 0,00 | 35 | −2,78 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 855 | 1,12 | 686 | −2,14 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 1 864 | 0,76 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 637 | 0,00 | 543 | −3,21 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 3 355 | 6,34 | 393 | 2,88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 12 150 | 2,76 | 1 424 | −0,63 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3 254 | 12,95 | 381 | 9,48 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5 698 | −6,86 | 668 | −9,99 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 5 524 | 647 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 3 899 | −39,07 | 457 | −41,16 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 12 201 | −7,69 | 1 430 | −10,69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 106 093 | −1,71 | 12 431 | −4,92 | ||||
| 2025-05-08 | 13F | Modera Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 3 084 | 0,62 | 361 | −2,70 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 2 843 | 0,00 | 333 | −3,20 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 17 195 | 0,00 | 2 083 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 89 882 | −3,23 | 10 531 | −6,39 | ||||
| 2025-04-11 | 13F | Annex Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 57 420 | −24,98 | 6 728 | −27,43 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 94 186 | −2,46 | 11 036 | −5,64 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 18 051 | −0,29 | 2 115 | −3,51 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 128 | −83,55 | 15 | −85,11 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 26 | −42,22 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 17 | 2 | ||||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 1 991 | −26,29 | 233 | −28,75 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 38 428 | 3,64 | 4 503 | 0,27 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 2 622 | 0,23 | 307 | −2,85 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9 499 | −4,57 | 1 112 | −7,72 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 137 | 14,41 | 602 | 10,68 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 3 222 | −8,88 | 378 | −11,92 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 20 115 | −1,10 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 21 224 | −3,60 | 2 487 | −6,75 | ||||
| 2025-04-30 | 13F | Beverly Hills Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 1 835 | 0,00 | 219 | −1,80 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 4 194 | 0,00 | 496 | −2,17 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 14 333 | −0,08 | 1 679 | −3,34 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10 276 | −0,72 | 1 204 | −3,91 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 1 806 | −93,41 | 212 | −93,64 | ||||
| 2025-07-16 | 13F | Novem Group | 2 097 | 5,32 | 246 | 1,66 |
