Grundläggande statistik
| Institutionella ägare | 378 total, 378 long only, 0 short only, 0 long/short - change of 2,08% MRQ |
| Genomsnittlig portföljallokering | 0.5864 % - change of −4,48% MRQ |
| Institutionella aktier (lång) | 98 122 617 (ex 13D/G) - change of 4,90MM shares 5,25% MRQ |
| Institutionellt värde (lång) | $ 2 223 731 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF (US:IBDS) har 378 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 98,122,617 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Capital Advisors Inc/ok, Morgan Stanley, Laurel Wealth Advisors LLC, Hm Payson & Co, Raymond James Financial Inc, Mercer Global Advisors Inc /adv, Aptus Capital Advisors, LLC, DRSK - Aptus Defined Risk ETF, and Envestnet Asset Management Inc .
iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF (ARCA:IBDS) 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 10, 2025 is 24,30 / share. Previously, on September 11, 2024, the share price was 24,31 / share. This represents a decline of 0,04% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 479 | −9,09 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 55 604 | 10,67 | 1 350 | 11,12 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 128 425 | 6,49 | 3 117 | 6,86 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 25 586 | 0,00 | 621 | 0,32 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 471 129 | 3,44 | 11 434 | 3,82 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 125 616 | 11,39 | 3 049 | 11,81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 74 942 | 38,26 | 1 819 | 38,78 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 49 270 | 1 196 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 31 486 | −7,27 | 764 | −6,83 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 144 457 | 4,56 | 28 | 3,85 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 3 203 508 | 15,91 | 77 461 | 16,98 | ||||
| 2025-08-04 | 13F | Balentine LLC | 45 695 | 0,97 | 1 109 | 1,37 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 30 231 | −49,92 | 1 | −100,00 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 9 099 | 0,31 | 221 | 0,46 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 136 680 | 5,62 | 3 317 | 6,04 | ||||
| 2025-07-28 | 13F | Tlwm | 176 191 | −2,39 | 4 276 | −2,02 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 639 | 0,00 | 113 | 0,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 170 | 0,00 | 53 | 0,00 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 32 089 | 0,49 | 779 | 0,78 | ||||
| 2025-08-14 | 13F | Marathon Capital Management | 201 | |||||||
| 2025-08-14 | 13F | First Manhattan Co | 63 225 | 6,39 | 1 534 | 6,82 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32 439 | 18,59 | 785 | 18,76 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 4 199 | 121,82 | 102 | 124,44 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 155 | −41,96 | 28 | −41,67 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 80 382 | 19,95 | 1 951 | 20,37 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 898 | 7,29 | 22 | 5,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 283 | 4,44 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19 157 | 21,49 | 465 | 21,78 | ||||
| 2025-07-07 | 13F | Trust Co | 8 308 | −0,01 | 202 | 0,50 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 10 945 | 1,53 | 266 | 1,92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 391 528 | 214,53 | 9 502 | 215,79 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 157 723 | 19,09 | 3 828 | 19,52 | ||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 9 301 | 0,00 | 226 | 0,45 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 123 149 | −1,27 | 2 989 | −0,93 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 22 170 | 47,69 | 538 | 48,62 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 3 402 | −99,12 | 11 181 | 20,28 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 26 686 | 6,64 | 648 | 6,94 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 44 207 | 1,96 | 1 073 | 2,29 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 673 159 | 13,66 | 16 338 | 14,08 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 24 106 | −44,60 | 585 | −44,43 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 620 | 127,96 | 233 | 128,43 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 35 033 | 0,00 | 850 | 0,35 | ||||
| 2025-08-01 | 13F | First National Trust Co | 290 329 | 10,79 | 7 046 | 11,21 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 85 689 | 2,62 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 15 266 | −52,33 | 371 | −52,20 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 17 467 | 0,00 | 424 | 0,24 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 165 435 | −0,89 | 4 015 | −0,52 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 19 419 | −11,01 | 471 | −10,63 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 360 844 | 2,38 | 8 758 | 2,76 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 33 572 | 6,17 | 814 | 6,27 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 606 | 0,04 | 136 | 0,74 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 235 615 | 0,46 | 5 718 | 0,95 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 685 568 | 1,94 | 16 639 | 2,32 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1 200 | 0,00 | 29 | 0,00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 10 230 | 0,00 | 248 | 0,40 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 20 663 | 31,67 | 501 | 32,19 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 89 545 | −3,41 | 2 173 | −3,03 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 35 211 | 0,00 | 855 | 0,35 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 55 633 | 0,45 | 1 350 | 0,82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 378 169 | 19,79 | 9 178 | 20,24 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 28 241 | 16,79 | 685 | 17,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 075 615 | 9,48 | 74 645 | 9,89 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 159 259 | 14,34 | 3 851 | 15,37 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 18 774 | 0,02 | 456 | 0,44 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 144 | 3 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 415 | −21,84 | ||||||
| 2025-05-09 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 68 074 | −2,17 | 1 652 | −1,78 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 225 459 | −15,23 | 5 472 | −14,91 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 3 657 | 0,00 | 89 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 840 | −23,96 | 68 | −24,44 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 39 624 | 8,17 | 962 | 8,59 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 217 744 | −0,63 | 5 | 0,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 57 633 | 23,83 | 1 394 | 24,93 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 38 831 | 136,77 | 1 | |||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 262 378 | 3,92 | 6 357 | 4,44 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10 951 | 0 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 66 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 507 | 61 | ||||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 314 361 | 0,22 | 7 630 | 0,59 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3 216 | −0,95 | 78 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 185 813 | 4 510 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 13 382 | 0,00 | 324 | 0,31 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 150 594 | 51,93 | 3 655 | 52,50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 224 270 | 4,64 | 5 443 | 5,04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 108 441 | −0,09 | 51 172 | 0,28 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 22 540 | 0,57 | 547 | 1,11 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 40 147 | −0,00 | 974 | 0,41 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 6 625 | 5,34 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 24 909 | −4,03 | 605 | −3,67 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 18 829 | 38,76 | 457 | 39,02 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 21 703 | 1,10 | 527 | 1,35 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 29 878 | −48,05 | 725 | −47,84 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 185 356 | 35,52 | 4 499 | 36,01 | ||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 34 010 | 0,00 | 825 | 0,36 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 30 869 | −7,49 | 749 | −7,07 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 319 977 | −36,64 | 32 036 | −36,40 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1 121 733 | 3,54 | 27 224 | 3,92 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 23 354 | 12,27 | 564 | 12,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 435 397 | 2,48 | 34 837 | 2,86 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 50 993 | 4,86 | 1 233 | 5,84 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 137 261 | 3 331 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 397 | 10 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 50 170 | −0,10 | 1 218 | 0,25 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 443 466 | 1,21 | 10 763 | 1,58 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 015 | 0,00 | 25 | 0,00 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8 350 | 0,00 | 203 | 0,50 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 095 | 27 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 194 237 | 7,93 | 4 714 | 8,34 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 219 002 | −0,39 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 55 735 | 5,48 | 1 353 | 5,87 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 511 525 | 2,24 | 36 685 | 2,62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 45 653 | −1,74 | 1 108 | −1,42 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 15 907 | 386 | ||||||
| 2025-08-08 | 13F | Summitry Llc | 12 202 | 296 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 701 526 | 2 356,92 | 153 | −95,83 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 254 325 | 2,63 | 6 172 | 3,02 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 8 280 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | FF Advisors,LLC | 114 694 | 3,52 | 2 784 | 4,12 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 111 553 | 2 673 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 82 151 | −2,12 | 1 994 | −1,77 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 605 | |||||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 15 425 | 374 | 17,98 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 315 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 517 077 | −0,35 | 13 | 0,00 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 121 561 | 1,61 | 2 950 | 2,01 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9 546 | −11,58 | 232 | −11,49 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13 079 | 0,75 | 317 | 1,28 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4 538 | 0,22 | ||||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 863 608 | 27,51 | 20 960 | 27,99 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8 500 | −15,84 | 206 | −15,57 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 104 064 | 4,77 | 2 526 | 5,16 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 2 476 787 | 9,52 | 60 013 | 10,20 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 000 | 0,00 | 49 | 0,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8 392 | 0,00 | 204 | 0,50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 979 182 | 5,52 | 96 575 | 5,91 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 7 295 | 0,00 | 177 | 0,57 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 434 884 | 27,35 | 10 555 | 27,83 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1 307 775 | 2,02 | 31 740 | 2,40 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 56 760 | −11,91 | 1 378 | −11,62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 39 898 | −15,06 | 968 | −14,71 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 36 580 | 12,56 | 888 | 12,99 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 185 555 | 4,18 | 4 503 | 4,58 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18 967 | 8,77 | 460 | 9,26 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 147 994 | 39,38 | 3 592 | 39,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 292 | 54,14 | 56 | 57,14 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 46 336 | 9,17 | 1 125 | 9,55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 249 431 | 4,38 | 6 031 | 5,34 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 173 383 | 1,82 | 4 208 | 2,21 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 74 542 | −54,33 | 1 809 | −54,16 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 56 409 | 4,42 | 1 369 | 4,82 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2 093 | 51 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 423 549 | 10 280 | ||||||
| 2025-08-14 | 13F | Meiji Yasuda Life Insurance Co | 173 000 | 4 199 | ||||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 339 370 | −0,03 | 8 | 0,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6 600 | 0,00 | 160 | 0,63 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 8 532 | 22,45 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 12 363 | 0,00 | 300 | 0,67 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 18 211 | 0,09 | 442 | 0,46 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 31 375 | 0,53 | 761 | 0,93 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1 022 940 | 5,68 | 24 827 | 6,08 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 803 | −23,14 | 238 | −23,05 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 197 511 | −7,47 | 4 794 | −7,13 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 16 239 | 0,00 | 394 | 0,51 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 452 728 | 1,39 | 10 988 | 1,77 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 63 006 | −3,48 | 1 529 | −3,11 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 24 124 | 1,77 | 1 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 34 825 | 6,11 | 845 | 6,56 | ||||
| 2025-05-14 | 13F | Talisman Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 165 900 | 34,09 | 4 026 | 34,60 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 48 146 | −2,07 | 1 169 | −1,68 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 73 138 | 10,24 | 1 775 | 10,66 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 63 700 | 0,00 | 1 546 | 0,32 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 14 925 | −6,50 | 362 | −5,97 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 10 849 | 0,37 | 263 | 1,15 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 112 244 | 0,95 | 196 884 | 1,32 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 31 980 | 0,00 | 776 | 0,39 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 270 269 | −0,47 | 6 559 | −0,11 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 855 | 0,00 | 21 | 0,00 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 80 847 | 18,33 | 1 962 | 18,77 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 420 | 0,00 | 10 | 0,00 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 4 212 231 | 4,93 | 102 231 | 5,32 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 814 444 | 12,21 | 68 307 | 12,62 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 210 028 | 10,40 | 5 097 | 10,80 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 24 883 | 0,00 | 604 | 0,33 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 11 653 | −2,38 | 283 | −2,08 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 7 037 | 4,83 | 171 | 4,94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 31 394 | 0,02 | 762 | 0,40 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 163 728 | 2,92 | 3 974 | 3,30 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 19 430 | 0,00 | 472 | 0,43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 15 898 | −4,57 | 385 | −4,48 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 22 332 | 8,77 | 542 | 9,07 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 38 254 | −22,42 | 928 | −22,15 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 61 317 | 3,25 | 1 488 | 3,69 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 13 097 | 0,11 | 318 | 0,32 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 675 836 | 1,75 | 16 403 | 2,13 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 223 860 | −3,73 | 5 433 | −3,36 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 162 767 | −0,38 | 3 950 | 0,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 512 | 1,14 | 37 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 47 517 | 8,41 | 1 153 | 8,88 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4 023 | 31,86 | 98 | 32,88 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 62 843 | −1,67 | 1 525 | −1,29 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 16 297 | −6,25 | 396 | −5,95 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 231 701 | −17,53 | 5 623 | −17,22 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 34 795 | −1,56 | 844 | −1,17 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 28 321 | 687 | ||||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 8 444 | 0,00 | 205 | 0,00 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 74 842 | 38,46 | 1 813 | 39,35 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 164 698 | 108,06 | 3 982 | 110,02 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 66 830 | 12,10 | 1 622 | 12,49 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 10 729 | 0,00 | 260 | 0,39 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 56 082 | 0,00 | 1 361 | 0,37 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 36 931 | 6,88 | 894 | 7,07 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 494 190 | −4,26 | 11 994 | −3,02 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 85 500 | 17,61 | 2 075 | 18,10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 070 | 22,43 | 26 | 19,05 | ||||
| 2025-07-31 | 13F | United Community Bank | 12 630 | 6,67 | 307 | 6,99 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 142 591 | 1,90 | 3 461 | 2,28 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 47 600 | 120,93 | 1 155 | 122,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 818 717 | −1,49 | 44 140 | −1,12 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 042 | 0,00 | 25 | 0,00 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 21 522 | −9,95 | 520 | −9,09 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 169 125 | 29,91 | 4 089 | 31,10 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3 750 | 0,00 | 91 | 1,11 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 63 500 | 0,00 | 1 534 | −0,07 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 105 096 | 1,29 | 2 551 | 1,67 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 808 173 | 10,34 | 19 614 | 10,75 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6 430 | −3,83 | 156 | −3,11 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 80 005 | 1 942 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1 056 059 | 5,08 | 25 631 | 5,47 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 115 320 | −2,90 | 2 799 | −2,54 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 200 543 | −9,34 | 4 867 | −8,99 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 47 330 | 6,27 | 1 149 | 6,69 | ||||
| 2025-08-08 | 13F | Creative Planning | 353 783 | −0,33 | 8 586 | 0,03 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 84 674 | 19,47 | 2 055 | 19,96 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 454 384 | 6,37 | 59 568 | 6,77 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2 000 | 0,00 | 49 | 0,00 | ||||
| 2025-07-02 | 13F | InvesTrust | 322 869 | −0,00 | 7 836 | 0,37 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 767 151 | 8,69 | 18 619 | 9,10 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 23 259 | −5,30 | 564 | −4,89 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 370 | 9 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 392 771 | 1,61 | 9 533 | 1,99 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 190 901 | 0,40 | 4 633 | 0,78 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 59 033 | −7,50 | 1 433 | −7,19 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 769 | 20,66 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 199 970 | 3,66 | 4 853 | 4,05 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 11 632 | 282 | ||||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 257 028 | −2,65 | 6 238 | −2,27 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 27 927 | −24,42 | 675 | −24,41 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8 867 | 0,00 | 215 | 0,47 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 79 218 | 54,37 | 1 923 | 55,00 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 15 947 | 6,69 | 387 | 7,20 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 239 310 | 3,17 | 5 808 | 3,57 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 192 817 | 3,69 | 4 680 | 4,07 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 14 004 | 0,00 | 340 | 0,30 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 8 633 | 0,00 | 210 | 0,48 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14 555 | 0 | ||||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 110 620 | 0,00 | 2 675 | 0,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 9 500 | 0,00 | 231 | 0,44 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 64 941 | 64,48 | 1 576 | 65,20 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 32 818 | 4,05 | 796 | 4,46 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 21 558 | 2,77 | 523 | 3,16 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 25 491 | 0,00 | 619 | 0,32 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 9 150 | 0,00 | 222 | 0,45 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 176 746 | 4 290 | 147,63 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1 474 249 | 2,94 | 35 780 | 3,33 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 96 535 | −4,97 | 2 343 | −4,64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 912 441 | 20,10 | 22 145 | 20,54 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 34 050 | −1,17 | 826 | −0,84 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 123 875 | −3,20 | 3 006 | −2,84 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 761 | 1,20 | 18 | 0,00 | ||||
| 2025-07-16 | 13F | Novem Group | 691 805 | 123,79 | 16 790 | 124,65 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 111 356 | −6,89 | 2 703 | −6,54 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 2 733 | 0,00 | 0 | |||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 104 203 | 1,73 | 2 529 | 2,10 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 16 110 | 0,00 | 391 | 0,26 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 174 933 | 4 246 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 30 946 | 0,45 | 748 | 1,36 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Nestegg Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 57 111 | −42,91 | 1 386 | −42,68 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 9 728 | 748,13 | 236 | 774,07 | ||||
| 2025-04-17 | 13F | Robertson Stephens Wealth Management, LLC | 237 | −35,87 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 516 | 2,79 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 12 550 | −4,56 | 305 | −4,10 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 8 871 | 215 | ||||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 104 396 | 17,47 | 2 534 | 17,92 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 64 290 | 4,55 | 1 560 | 4,98 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1 329 | 0,00 | 0 | |||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MKT Advisors LLC | 10 169 | 0,03 | 246 | 0,41 | ||||
| 2025-07-21 | 13F | Trust Co of Kansas | 15 671 | 67,96 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 14 937 | 363 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 223 333 | 4,91 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 620 753 | 2,10 | 15 066 | 2,48 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 643 728 | 7,48 | 15 623 | 7,88 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 21 | 300,00 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 24 947 | 28,93 | 605 | 29,55 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 74 358 | 0,31 | 1 801 | 0,45 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 44 898 | 1 090 | 1,68 | |||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 459 995 | −7,92 | 11 164 | −7,58 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 260 076 | 6 312 | ||||||
| 2025-05-09 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11 158 | 0,89 | 271 | 1,12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 590 | 14 | ||||||
| 2025-08-11 | 13F | Arrow Financial Corp | 571 307 | −1,25 | 13 866 | −0,88 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 10 606 | 0,00 | 257 | 0,39 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 322 | −47,79 | 226 | −47,44 | ||||
| 2025-08-01 | 13F | Motco | 989 | 0,00 | 24 | 0,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 88 069 | −3,18 | 2 137 | −2,82 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 175 | 48,71 | 77 | 50,98 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 71 998 | 0,83 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 205 338 | −0,66 | 4 984 | −0,28 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 581 593 | 6,45 | 62 655 | 6,84 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1 319 610 | 13,78 | 32 027 | 14,20 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 23 937 | 6,51 | 581 | 6,81 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 15 865 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 75 939 | 14,26 | ||||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 1 049 451 | 1,65 | 25 470 | 2,03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 59 534 | 3,30 | 1 445 | 3,66 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 5 160 | 0,00 | 125 | 0,81 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 501 886 | 18,66 | 36 442 | 19,06 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 35 026 | 9,29 | 1 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10 447 | 0,00 | 254 | 0,40 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 49 509 | −73,93 | 1 202 | −73,84 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 787 | 1,03 | 19 | 5,56 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 146 505 | 6,18 | 3 556 | 6,56 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 31 924 | 7,53 | 775 | 7,95 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 106 728 | −1,05 | 2 590 | −0,69 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 451 082 | 3,06 | 10 948 | 3,44 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 254 312 | 6 172 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 203 151 | 11,83 | 4 930 | 12,25 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 59 942 | 4,57 | 1 455 | 4,91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 59 818 | 35,69 | 1 452 | 36,24 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 15 498 | −13,70 | 376 | −13,36 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 42 786 | 376,19 | 1 038 | 378,34 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 236 575 | −53,32 | 5 742 | −53,15 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64 031 | 41,98 | 1 553 | 42,39 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 183 085 | 5,32 | 4 443 | 5,71 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 312 974 | 1,96 | 7 596 | 2,33 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 188 608 | 20,15 | 4 578 | 20,61 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 51 766 | 0,13 | 1 256 | 0,48 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 364 854 | −11,64 | 8 855 | −11,30 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 43 250 | 35,58 | 1 050 | 36,06 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 613 506 | −4,73 | 14 890 | −4,37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 303 559 | 5,69 | 7 367 | 6,08 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 139 881 | 6,45 | 3 395 | 6,83 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 18 179 | 73,68 | 441 | 74,31 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 13 471 | 1,10 | 327 | 1,24 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 13 862 | 336 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 876 | 533,63 | 191 | 536,67 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 137 467 | 16,67 | 3 336 | 17,09 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 56 142 | 17,26 | 1 363 | 17,72 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 661 | 0,00 | 40 | 0,00 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 26 550 | −0,97 | 644 | −0,62 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 42 180 | 0,29 | 1 024 | 0,69 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 24 117 | 6,19 | 585 | 6,56 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179 185 | 2,56 | 4 349 | 2,94 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 449 | 0,12 | 59 | 1,72 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 16 988 | 25,99 | 412 | 26,38 | ||||
| 2025-08-27 | NP | Mason Capital Fund Trust - Fundamentals First ETF | 2 064 | 0,00 | 50 | 2,04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 156 452 | 0,54 | 3 780 | 0,45 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 15 786 | 13,38 | 383 | 13,99 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 11 379 | 0,00 | 276 | 0,36 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 49 315 | −4,72 | 1 197 | −4,40 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 76 646 | −6,31 | 1 860 | −5,97 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12 061 | 0,00 | 293 | 1,39 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 59 842 | 28,08 | 1 452 | 28,61 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 80 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 982 970 | 6,84 | 23 857 | 7,24 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 71 659 | 0,03 | 1 739 | 0,40 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 22 577 | 4,80 | 548 | 5,19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 657 531 | 16,18 | 15 958 | 16,61 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 77 113 | −2,40 | 1 872 | −2,04 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 800 | 0,00 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 47 069 | 1,41 | 1 142 | 1,78 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 991 308 | 0,05 | 24 059 | 0,42 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 50 210 | 5,78 | 1 219 | 6,19 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 110 | 0,20 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 14 050 | 0,00 | 341 | 0,29 | ||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 76 784 | 75,27 | 1 864 | 75,92 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 11 650 | 8,88 | 283 | 9,30 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 140 976 | 29,08 | 3 422 | 29,58 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 136 637 | −1,32 | 27 586 | −0,95 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 73 027 | −7,32 | 1 772 | −6,98 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 23 389 | 35,14 | 568 | 35,65 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 173 113 | 3,82 | 28 471 | 4,21 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 57 802 | 15,44 | 1 403 | 15,87 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 240 100 | 9,18 | 5 827 | 9,59 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 50 981 | 6,66 | 1 237 | 7,10 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 215 293 | 4,57 | 5 | 25,00 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 260 900 | 1,66 | 6 332 | 2,05 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 036 | 46,95 | 25 | 47,06 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 409 350 | 5,11 | 9 935 | 5,50 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 195 185 | 58,75 | 4 737 | 59,39 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26 000 | 0,00 | 631 | 0,48 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 35 000 | 133,33 | 849 | 134,53 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 33 760 | −0,36 | 819 | 0,00 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 628 | 0,00 | 15 | 0,00 |
