Grundläggande statistik
| Institutionella ägare | 400 total, 400 long only, 0 short only, 0 long/short - change of 0,97% MRQ |
| Genomsnittlig portföljallokering | 0.4497 % - change of −12,06% MRQ |
| Institutionella aktier (lång) | 86 254 501 (ex 13D/G) - change of −1,24MM shares −1,41% MRQ |
| Institutionellt värde (lång) | $ 1 941 783 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF (US:IBDQ) har 400 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 86,254,501 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Laurel Wealth Advisors LLC, Morgan Stanley, Hm Payson & Co, UBS Group AG, LPL Financial LLC, Raymond James Financial Inc, Sound View Wealth Advisors Group, LLC, Commonwealth Equity Services, Llc, and Captrust Financial Advisors .
iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF (ARCA:IBDQ) 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 15, 2025 is 25,14 / share. Previously, on September 16, 2024, the share price was 25,05 / share. This represents an increase of 0,36% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 101 510 | −0,96 | 2 556 | −0,81 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9 193 | 0,02 | 231 | 0,00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 292 050 | 0,40 | 7 354 | 0,52 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 43 581 | 1,34 | 1 097 | 1,48 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 12 208 | −18,67 | 307 | −18,57 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 662 035 | 1,01 | 16 670 | 1,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32 922 | −8,37 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 3 287 717 | 8,07 | 82 686 | 8,50 | ||||
| 2025-08-04 | 13F | Balentine LLC | 408 023 | −2,19 | 10 274 | −2,07 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 569 | 0,00 | 14 | 0,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 146 | −99,72 | 4 | −99,77 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 14 552 | 72,40 | 366 | 72,64 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 32 256 | 33,15 | 812 | 33,33 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 6 044 | 43,15 | 152 | 43,40 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 61 703 | 19,25 | 1 554 | 19,37 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 75 656 | 0,63 | 1 905 | 0,79 | ||||
| 2025-07-28 | 13F | Tlwm | 247 769 | −2,15 | 6 239 | −2,04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23 401 | 4,87 | 589 | 4,99 | ||||
| 2025-08-14 | 13F | Marathon Capital Management | 231 | −9,41 | ||||||
| 2025-07-07 | 13F | Trust Co | 3 537 | −0,03 | 89 | 1,14 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 123 | −94,11 | 3 | −94,23 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 22 950 | 0,61 | 578 | 0,70 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 117 346 | 0,08 | 2 955 | 0,20 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 581 672 | −1,09 | 15 | 0,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 169 962 | −6,20 | 4 280 | −6,10 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 13 886 | 59,10 | 350 | 59,36 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 2 906 | 0,00 | 73 | 0,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 378 089 | 92,04 | 9 520 | 92,28 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 166 442 | −16,27 | 4 | 0,00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 6 791 | −87,35 | 1 343 | −0,52 | ||||
| 2025-04-15 | 13F | First United Bank Trust/ | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 11 870 | 0,00 | 299 | 0,00 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 60 694 | 1,28 | 1 528 | 1,39 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 9 600 | 0,00 | 242 | 0,00 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 42 236 | −0,48 | 1 064 | −0,37 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 62 153 | −3,63 | 1 565 | −3,45 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 294 848 | −2,23 | 7 424 | −2,11 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 79 510 | −0,60 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 26 098 | −17,98 | 657 | −17,87 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 162 106 | 0,00 | 4 082 | 0,12 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47 425 | 145,53 | 1 194 | 146,19 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 1 440 | −68,00 | 36 | −68,14 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27 089 | −79,93 | 682 | −79,91 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 412 721 | −9,57 | 10 392 | −9,46 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 454 869 | −1,67 | 11 454 | −1,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 795 348 | 9,10 | 45 | 9,76 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3 750 | −35,68 | 94 | −35,62 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 21 486 | −9,38 | 541 | −9,23 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 103 875 | −17,97 | 2 610 | −18,03 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 12 368 | 1,04 | 311 | 1,30 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 145 | −16,44 | 130 | −16,23 | ||||
| 2025-08-01 | 13F | First National Trust Co | 367 535 | 0,00 | 9 255 | 0,12 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 14 061 | 0,00 | 354 | 0,28 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 178 425 | −56,36 | 4 493 | −56,31 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 44 419 | 1 118 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 42 500 | −24,93 | 1 070 | −24,81 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 149 145 | 13,70 | 3 751 | 14,16 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 13 978 | −45,25 | 352 | −45,33 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 30 258 | 0,00 | 762 | 0,13 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 403 | 0,00 | 10 | 0,00 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 342 207 | 4,90 | 8 617 | 5,02 | ||||
| 2025-04-11 | 13F | Littlejohn Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 138 179 | 53,33 | 3 480 | 53,53 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 120 251 | −10,63 | 3 024 | −10,27 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 935 787 | 6,01 | 23 563 | 6,13 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 20 554 | −1,94 | 516 | −1,90 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 8 039 | 0,47 | 202 | 0,50 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7 580 | 0,00 | 191 | 0,00 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 318 728 | −7,33 | 8 026 | −7,23 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 71 346 | 42,29 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 401 901 | 3,59 | 60 480 | 3,71 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 467 752 | −1,67 | 11 778 | −1,55 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 99 403 | −1,20 | 2 503 | −1,11 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 59 196 | 1,21 | 1 491 | 1,36 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 154 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 407 | 61 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 49 187 | 0,00 | 1 235 | −0,24 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 254 942 | −3,55 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 92 339 | 0,01 | 2 325 | 0,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 554 452 | −7,02 | 13 962 | −6,91 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 12 909 | −8,82 | 325 | −8,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 86 309 | −4,61 | 2 173 | −4,48 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 2 005 | 0,10 | ||||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 27 102 | 0,00 | 682 | 0,00 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 17 415 | 1,96 | 439 | 2,10 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 23 375 | −31,75 | 589 | −31,71 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 440 | 0,00 | 36 | 0,00 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 51 607 | 16,45 | 1 299 | 16,61 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 316 905 | −4,01 | 7 980 | −3,90 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 747 536 | −4,34 | 18 823 | −4,22 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 36 742 | −25,98 | 925 | −25,88 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 22 404 | −1,67 | 564 | −1,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 090 308 | −5,24 | 27 454 | −5,12 | ||||
| 2025-05-06 | 13F | IMA Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 225 | −3,85 | ||||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 8 324 | −9,25 | 210 | −9,13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 171 957 | −0,47 | 4 | 0,00 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 50 329 | 4,72 | 1 266 | 5,15 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1 088 851 | 4,30 | 27 417 | 4,43 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 640 | 0,00 | 16 | 0,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 284 | 10,94 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 232 391 | 14,77 | 5 852 | 14,91 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 53 439 | −0,26 | 1 346 | −0,15 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 93 268 | 0,00 | 2 348 | 0,13 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 81 928 | 0,04 | 2 063 | 0,15 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 262 | 7 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 263 554 | 575,71 | 6 636 | 577,14 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 217 | 0,00 | ||||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8 000 | 0,00 | 201 | 0,00 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 55 962 | 0,00 | 1 409 | 0,14 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 606 747 | −0,69 | 15 278 | −0,57 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 52 535 | 5,58 | 1 323 | 5,68 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 92 089 | 70,82 | 2 319 | 71,07 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 10 626 | −11,51 | 268 | −11,59 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 102 436 | 65,78 | 2 579 | 65,96 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 16 664 | −14,63 | 420 | −14,49 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 37 809 | 7,40 | 952 | 7,57 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4 549 | 12,30 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 68 954 | 0,00 | 1 736 | 0,12 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 3 835 | 0,00 | 97 | 0,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6 200 | 0,00 | 156 | 0,65 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5 213 215 | 2 358,95 | 207 | −96,12 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 141 | 0,00 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 116 528 | 1,60 | 2 934 | 1,73 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 113 525 | −1,44 | 2 859 | −1,31 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 602 | |||||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 10 768 | 0,44 | 271 | 0,74 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 157 694 | −1,87 | 3 971 | −1,76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 213 175 | −4,42 | 5 368 | −4,31 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 531 633 | −0,10 | 13 387 | 0,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 416 720 | 0,47 | 60 853 | 0,59 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 715 929 | 17 934 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 20 864 | −19,34 | 525 | −19,23 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 563 681 | 1,54 | 14 194 | 1,66 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3 628 | 34,42 | 91 | 35,82 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 32 480 | 21,06 | 818 | 21,22 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 753 | 0,00 | 19 | 0,00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 166 457 | 0,00 | 4 191 | 0,12 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 071 | 0,00 | 77 | 0,00 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 15 957 | −36,72 | 402 | −36,75 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 73 942 | 2,32 | 1 862 | 2,42 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1 262 358 | 2,06 | 31 786 | 2,18 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 23 275 | 586 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 439 337 | 640,36 | 11 063 | 641,42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 559 | 31,57 | 64 | 33,33 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 347 086 | −12,54 | 8 740 | −12,43 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 38 839 | 1,00 | 978 | 1,03 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 6 | 0 | ||||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 41 379 | −76,00 | 1 042 | −75,99 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 25 866 | 0,09 | 651 | 0,46 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 110 136 | −5,18 | 2 773 | −5,07 | ||||
| 2025-04-24 | 13F | Crescent Grove Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 45 878 | 0,00 | 1 155 | 0,17 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 47 352 | 0,00 | 1 192 | 0,17 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 14 174 | 0,52 | 357 | 0,56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 785 559 | 0,00 | 95 320 | 0,12 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 68 672 | 6,04 | 1 729 | 6,20 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 332 080 | 8,21 | 8 362 | 8,33 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 209 816 | 19,94 | 5 283 | 20,10 | ||||
| 2025-08-14 | 13F | Comerica Bank | 35 639 | −3,95 | 897 | −3,86 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 8 851 | 223 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 8 561 | −0,65 | ||||||
| 2025-08-13 | 13F | CLARET ASSET MANAGEMENT Corp | 9 875 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 473 | 55,96 | 113 | 55,56 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 12 762 | 321 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 31 842 | 802 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 3 000 | 76 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 213 139 | −2,19 | 5 360 | −1,80 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 67 341 | 0,23 | 1 696 | 0,36 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 226 433 | −7,64 | 5 695 | −7,28 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 121 750 | −9,66 | 3 066 | −9,56 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 16 409 | 1,03 | 413 | 1,23 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 288 840 | −1,37 | 7 | 0,00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 20 301 | −4,29 | 511 | −4,13 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 32 829 | −4,81 | 827 | −4,73 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 131 609 | −3,88 | 3 314 | −3,78 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 694 392 | 3,36 | 17 485 | 3,48 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 162 067 | −9,43 | 4 081 | −9,33 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 39 349 | 7,13 | 991 | 7,26 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 60 832 | −13,98 | 1 532 | −13,89 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16 136 | −3,99 | 406 | −3,79 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 668 | 0,00 | 42 | 2,44 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 33 041 | −22,69 | 832 | −22,63 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 94 310 | 0,00 | 2 375 | 0,13 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 25 742 | 0,21 | 648 | 0,62 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 149 018 | 3 752 | ||||||
| 2025-07-09 | 13F | Bank of New Hampshire | 10 355 | 0,00 | 261 | 0,00 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 17 934 | 0,18 | 452 | 0,22 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 658 | 0,00 | 42 | 0,00 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 23 412 | 0,43 | 590 | 0,51 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 23 862 | 0,00 | 601 | 0,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 32 549 | −11,33 | 1 | |||||
| 2025-08-08 | 13F | Creative Planning | 437 627 | −27,68 | 11 019 | −27,59 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1 008 412 | 4,63 | 25 392 | 4,75 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 39 551 | 0,02 | 996 | 0,10 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 359 | 1,90 | 210 | 1,94 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 7 308 | 12,66 | 184 | 12,88 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 46 905 | 8,12 | 1 181 | 8,25 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 566 520 | −1,84 | 14 265 | −1,73 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 27 115 | 3,83 | 683 | 3,96 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 47 364 | −2,62 | 1 193 | −2,53 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 8 025 | −56,62 | 202 | −56,56 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 436 312 | 1,63 | 10 986 | 1,75 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 590 606 | −76,20 | 14 871 | −76,18 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 235 770 | −7,77 | 5 937 | −7,65 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 448 | −10,84 | 36 | −10,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 33 332 | 4,65 | 839 | 4,74 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 17 768 | −47,52 | 447 | −47,47 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 323 | −53,37 | 84 | −53,63 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 18 660 | 470 | ||||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 71 440 | 38,46 | 1 797 | 38,44 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 73 186 | −53,66 | 1 843 | −53,63 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 188 888 | −4,88 | 4 756 | −4,77 | ||||
| 2025-07-31 | 13F | United Community Bank | 19 533 | −2,01 | 492 | −2,00 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 47 115 | −21,26 | 1 186 | −21,14 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 30 900 | 15,73 | 778 | 15,95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 803 529 | −5,93 | 171 313 | −5,82 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 159 673 | 34,15 | 4 021 | 34,31 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 22 875 | 1,99 | 576 | 1,95 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 95 179 | −10,80 | 2 397 | −10,70 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 18 598 | 9,45 | 468 | 9,37 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 135 082 | 3 401 | ||||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 20 650 | −11,47 | 520 | −11,43 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63 198 | 187,98 | 1 591 | 188,75 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 22 055 | −4,95 | 555 | −4,80 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 9 988 | 0,00 | 251 | 0,00 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 10 750 | −21,82 | 271 | −21,74 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 8 746 | 0,00 | 220 | 0,46 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 62 560 | −48,64 | 1 571 | −0,19 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 10 924 | 0,64 | 275 | 1,10 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 227 886 | 22,13 | 5 731 | 22,61 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3 700 | 0,00 | 93 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 007 928 | −5,87 | 25 380 | −5,75 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 6 819 | −71,10 | 171 | −71,07 | ||||
| 2025-07-02 | 13F | InvesTrust | 306 615 | −1,38 | 7 721 | −1,27 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 55 233 | 1,40 | 1 391 | 1,53 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 149 731 | 6,58 | 3 770 | 6,71 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 9 689 | 0,00 | 243 | 0,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 76 737 | 1 932 | ||||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 171 297 | −2,40 | 4 313 | −2,29 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 244 486 | 1,95 | 6 156 | 2,07 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 18 958 | 0,00 | 477 | 0,21 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 6 709 | 70,93 | 169 | 71,43 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 151 487 | −1,36 | 3 814 | −1,24 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 271 457 | −1,78 | 6 835 | −1,65 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 282 182 | −5,40 | 32 285 | −5,29 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 38 175 | −23,16 | 961 | −23,06 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 154 843 | −8,43 | 3 899 | −8,35 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 225 618 | −4,11 | 5 681 | −3,99 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 39 772 | 0,87 | 998 | 0,61 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 79 437 | −4,90 | 2 000 | −4,81 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 6 000 | 0,00 | 151 | 0,67 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 28 399 | 1 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 15 240 | 0,00 | 384 | 0,00 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 3 133 | −81,51 | 430 | 0,70 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 46 279 | −10,51 | 1 165 | −10,38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 654 107 | −8,31 | 66 830 | −8,20 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 5 992 | 0,00 | 151 | 0,00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 543 | 0,00 | 14 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 641 | 14,68 | ||||||
| 2025-05-20 | 13F | Anchor Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 17 519 | 65,96 | 441 | 66,42 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 14 393 | −14,27 | 362 | −14,22 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | 0,00 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 992 | 50 | ||||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 8 449 | 0,00 | 213 | 0,00 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 203 550 | 3,20 | 5 125 | 3,33 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 80 299 | −42,64 | 2 022 | −42,59 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 71 062 | −0,73 | 1 789 | −0,61 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 760 151 | −16,42 | 19 141 | −16,32 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 812 | −90,24 | 46 | −90,34 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 922 020 | −2,60 | 23 216 | −2,48 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 800 | 0,00 | 20 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 229 | 0,00 | 56 | 0,00 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 41 615 | −7,85 | 1 048 | −7,75 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 24 844 | −15,12 | 626 | −15,08 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 17 975 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 467 048 | −81,05 | 11 760 | −81,03 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 11 545 | 0,00 | 291 | 0,00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 457 | −97,11 | 356 | −10,55 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 84 311 | 1,73 | 2 123 | 1,82 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 138 227 | −9,98 | 3 481 | −9,87 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 20 873 | 0,18 | 526 | 0,19 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 21 488 | 541 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 9 451 | 0,06 | 237 | 0,42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 832 177 | 20 954 | −6,77 | |||||
| 2025-04-15 | 13F | Members Wealth Llc | 116 676 | 10,32 | 2 934 | 10,55 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 212 515 | −9,50 | 5 | 0,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 730 | −93,47 | 44 | −93,54 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 139 021 | 0,00 | 3 496 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 877 591 | −18,71 | 22 097 | −18,61 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 71 347 | 4,18 | 1 797 | 4,30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 22 334 | 1,84 | 562 | 2,00 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 712 | −2,73 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 516 | 2,59 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1 143 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 513 564 | 12 932 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 885 581 | −6,69 | 22 299 | −6,58 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 19 340 | −6,48 | 487 | −6,54 | ||||
| 2025-07-21 | 13F | Trust Co of Kansas | 16 027 | 0,00 | 0 | |||||
| 2025-04-10 | 13F | Cypress Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 266 424 | −37,57 | 6 709 | −37,50 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 35 839 | −2,57 | 902 | −2,49 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 978 740 | −1,07 | 24 645 | −0,95 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 68 255 | 0,00 | 1 719 | 0,12 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 0 | −100,00 | 0 | |||||
| 2025-09-03 | 13F | American Trust | 17 191 | 0,00 | 433 | 0,00 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 144 565 | −52,13 | 3 640 | −52,07 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 183 261 | −29,64 | 4 613 | −29,59 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 10 738 | 0,00 | 270 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 198 440 | −5,09 | 4 997 | −4,98 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 10 379 | 0,00 | 261 | 0,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 20 497 | 516 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 727 538 | −2,71 | 18 319 | −2,59 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 899 685 | −3,64 | 22 654 | −3,52 | ||||
| 2025-04-21 | 13F | Roman Butler Fullerton & Co | 227 | 3,18 | ||||||
| 2025-07-14 | 13F | E&G Advisors, LP | 11 000 | −4,35 | 277 | −4,50 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 384 | 0,00 | 85 | 0,00 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 577 438 | −13,76 | 14 540 | −13,66 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 204 261 | 5 143 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 31 629 | −23,72 | 796 | −23,61 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 52 927 | 0,00 | 1 333 | 0,08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 700 | 105,08 | 169 | 107,41 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 265 412 | −41,44 | 6 683 | −41,37 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 473 024 | −12,74 | 11 911 | −12,64 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 110 411 | 4,38 | 2 780 | 4,51 | ||||
| 2025-08-01 | 13F | Motco | 970 | 0,00 | 24 | 0,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 027 | 0,00 | 127 | 0,00 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 12 000 | 0,00 | 302 | 0,33 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 85 792 | −3,31 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 89 020 | 20,49 | 2 242 | 20,61 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10 720 | 0,50 | 270 | 0,37 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 198 658 | −1,37 | 5 002 | −1,24 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 23 542 | 6,32 | 593 | 6,47 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 185 | 0 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1 827 757 | −12,23 | 46 023 | −12,13 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 786 | 0,00 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 157 670 | 3 970 | ||||||
| 2025-08-04 | 13F | Ledyard National Bank | 9 535 | 0,00 | 240 | 0,42 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 38 822 | −35,31 | 978 | −35,26 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 5 080 | 0,00 | 128 | 0,00 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 500 539 | 2,35 | 12 604 | 2,47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 355 174 | 1,81 | 8 943 | 1,93 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 74 915 | 12,87 | ||||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 41 240 | −12,17 | 1 038 | −12,03 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14 316 | 0,02 | 360 | 0,56 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 24 436 | −22,49 | 615 | −22,35 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11 000 | 0,00 | 277 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 114 388 | −4,88 | 2 880 | −4,76 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 40 249 | 0,00 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 26 778 | 0,00 | 674 | 0,15 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 707 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 49 603 | 3,36 | 1 249 | 3,57 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 35 817 | −54,92 | 902 | −54,90 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 8 522 | 0,00 | 215 | 0,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 117 042 | 2,08 | 2 947 | 2,22 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 40 233 | 0,16 | 1 013 | 0,30 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 482 420 | −18,10 | 12 147 | −18,00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 63 058 | 8,41 | 1 588 | 8,55 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 362 597 | 9 130 | −19,74 | |||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 28 601 | −45,31 | 720 | −45,25 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1 000 | 0,00 | 25 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 450 061 | 27,36 | 11 333 | 27,51 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 201 229 | 2,96 | 5 067 | 3,07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 22 000 | 0,00 | 554 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 319 214 | −2,04 | 8 015 | −2,20 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 183 790 | −1,76 | 4 628 | −1,66 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 738 | 0,00 | 44 | 0,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9 623 | 0,00 | 242 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 910 149 | −11,79 | 22 918 | −11,69 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 244 755 | 6 156 | ||||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 35 991 | −0,05 | 906 | 0,11 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 21 514 | 59,37 | 542 | 59,59 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 56 782 | 6,42 | 1 430 | 6,56 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 654 858 | 13,87 | 16 489 | 14,01 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 22 824 | 48,29 | 575 | 48,32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 23 889 | −2,72 | 602 | −2,28 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 3 810 | −72,58 | 96 | −72,78 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3 570 | 201,78 | 90 | 206,90 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 8 050 | −2,42 | 203 | −2,42 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 12 811 | 1,03 | 323 | 1,26 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 19 269 | 0,16 | 485 | 0,41 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 12 800 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 180 936 | 39,55 | 4 556 | 39,72 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179 185 | 2,56 | 4 512 | 2,69 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 683 | 0,00 | 42 | 0,00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 260 361 | 20,13 | 6 556 | 20,28 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14 259 | −0,13 | 359 | 0,00 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 39 515 | 0,29 | 995 | 0,40 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 33 550 | −0,42 | 845 | −0,35 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 44 491 | 0,00 | 1 120 | 0,18 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 83 954 | 5,28 | 2 114 | 5,39 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 595 | 0,00 | 40 | 0,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 10 700 | 0,00 | 269 | 0,00 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 123 244 | 0,00 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 25 426 | 24,64 | 640 | 24,76 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 10 000 | 0,00 | 252 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 796 543 | −1,51 | 20 057 | −1,40 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 17 869 | 0,04 | 450 | 0,00 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 13 339 | −8,58 | 336 | −8,47 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 83 184 | 1,16 | 2 095 | 1,26 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 58 321 | 0,85 | 1 469 | 0,96 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 8 494 | 2,91 | 214 | 2,90 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 316 053 | 2,65 | 7 958 | 2,78 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 45 881 | −8,36 | 1 155 | −8,26 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 29 438 | 0,00 | 741 | 0,14 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 107 880 | −9,67 | 2 716 | −9,56 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 30 000 | 0,00 | 755 | 0,13 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 16 440 | 0,00 | 414 | 0,00 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 885 437 | −8,14 | 22 295 | −8,03 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 84 185 | −6,33 | 2 120 | −6,24 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 13 000 | 2,36 | 327 | 2,51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 481 109 | 14,13 | 12 114 | 14,73 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 194 181 | 9,71 | 4 889 | 9,84 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 17 365 | 0,00 | 435 | −0,46 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 49 648 | 66,92 | 1 249 | 66,98 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 364 816 | 1,57 | 9 186 | 1,69 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 31 850 | 4,81 | 802 | 4,84 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 310 222 | −12,14 | 7 811 | −12,04 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 48 169 | 0,00 | 1 209 | 0,00 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 48 906 | 0,07 | 1 231 | 0,16 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 85 404 | −0,62 | 2 150 | −0,51 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4 982 | 1,20 |
