Grundläggande statistik
| Institutionella ägare | 370 total, 370 long only, 0 short only, 0 long/short - change of 6,29% MRQ |
| Genomsnittlig portföljallokering | 0.4914 % - change of −5,27% MRQ |
| Institutionella aktier (lång) | 90 183 363 (ex 13D/G) - change of 6,81MM shares 8,17% MRQ |
| Institutionellt värde (lång) | $ 2 140 302 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF (US:IBDT) har 370 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 90,183,363 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Laurel Wealth Advisors LLC, Capital Investment Advisors, LLC, Capital Advisors Inc/ok, Mercer Global Advisors Inc /adv, Raymond James Financial Inc, DRSK - Aptus Defined Risk ETF, Envestnet Asset Management Inc, and Lido Advisors, LLC .
iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF (ARCA:IBDT) 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 25,56 / share. Previously, on September 16, 2024, the share price was 25,56 / share. This represents an increase of 0,00% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 8 556 | 32,22 | 217 | 33,13 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 67 567 | 16,58 | 1 718 | 17,28 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 16 612 | 2,97 | 422 | 3,69 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 219 609 | 33,07 | 5 582 | 33,93 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 727 | 1,25 | 18 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 150 383 | 8,43 | 3 823 | 9,23 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 120 733 | 11,32 | 3 069 | 12,05 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 375 003 | 5,08 | 9 533 | 5,75 | ||||
| 2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 397 397 | −3,81 | 10 102 | −3,20 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 71 550 | 37,79 | 1 819 | 38,67 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 245 228 | 8,67 | 6 234 | 9,35 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 708 935 | 1,80 | 18 | 5,88 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 769 | 1,18 | 20 | 0,00 | ||||
| 2025-08-04 | 13F | Balentine LLC | 22 103 | 172,47 | 562 | 175,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 24 311 | 90,35 | 614 | 93,08 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 4 644 | 578,95 | 118 | 594,12 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 19 595 | 0,21 | 498 | 1,01 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 24 524 | −0,95 | 623 | −0,32 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25 126 | 18,11 | 1 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 11 500 | 0,00 | 292 | 0,69 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 11 200 | 0,00 | 285 | 0,71 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 231 | 27,97 | 310 | 28,63 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 27 605 | 0,00 | 702 | 0,57 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 131 021 | 5,67 | 3 331 | 6,36 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 66 017 | −1,86 | 1 678 | −1,24 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 79 165 | 89,30 | 2 012 | 90,53 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 2 397 | 97,94 | 61 | 100,00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 47 788 | 0,00 | 1 215 | 0,58 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 430 | 0,00 | 36 | 0,00 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1 900 | 0,00 | 48 | 2,13 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8 902 | 226 | ||||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 62 435 | 0,03 | 1 587 | 0,70 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 423 | 0,76 | 138 | 1,48 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 018 | 21,90 | 458 | 22,79 | ||||
| 2025-07-07 | 13F | Trust Co | 3 998 | 33,00 | 102 | 34,67 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 8 061 | 0,00 | 205 | 0,49 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 145 276 | 16,00 | 3 693 | 16,72 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 40 191 | 249,88 | 1 022 | 252,07 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 506 366 | 22,36 | 12 872 | 23,13 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 5 765 | −79,25 | 1 190 | 69,61 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 77 766 | 15,98 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 54 995 | −4,81 | 1 396 | −4,19 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 43 498 | 0,48 | 1 106 | 1,10 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 142 335 | 3 618 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 146 325 | −0,01 | 3 720 | 0,62 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 160 860 | 0,00 | 4 089 | 0,64 | ||||
| 2025-08-01 | 13F | First National Trust Co | 295 536 | 10,80 | 7 513 | 11,50 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 26 026 | 0,20 | 662 | 0,76 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 105 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 14 692 | −52,33 | 373 | −52,06 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 50 997 | −0,28 | 1 296 | 0,39 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 9 636 | −6,17 | 245 | −5,79 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 124 193 | −38,92 | 3 157 | −38,55 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 280 485 | −0,23 | 7 130 | 0,39 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1 600 | 0,00 | 41 | 0,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 48 418 | 5,04 | 1 231 | 5,67 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10 731 | 273 | ||||||
| 2025-07-30 | 13F | First Interstate Bank | 20 047 | 0,00 | 510 | 0,59 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 15 224 | 5,16 | 387 | 5,75 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 169 698 | 13,20 | 4 287 | 14,84 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 95 669 | −20,69 | 2 432 | −20,19 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 167 249 | −10,88 | 4 251 | −10,32 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 666 | 245 | ||||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 8 534 | 217 | ||||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 204 720 | 0,67 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 128 824 | −2,75 | 3 275 | −2,15 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 2 880 | 0,00 | 73 | 1,39 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 14 281 | 0,00 | 363 | 0,28 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 91 704 | 8,58 | 2 330 | 9,29 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 582 469 | 0,83 | 14 806 | 1,47 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 205 942 | 9,02 | 5 227 | 9,93 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 624 | −1,13 | 67 | −1,49 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13 333 | 0 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 65 938 | 43,29 | 1 668 | 44,04 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 401 | 61 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 55 087 | 1,07 | 1 400 | 1,74 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 6 457 | 0,00 | 164 | 0,61 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 256 019 | −1,09 | 6 508 | −0,46 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 204 088 | 1,01 | 5 188 | 1,65 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 128 299 | 3 261 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 96 235 | 5,91 | 2 446 | 6,58 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 23 161 | −3,62 | 589 | −2,97 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 9 806 | −42,44 | 249 | −42,09 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 206 648 | 9,55 | 5 253 | 10,24 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 761 322 | −3,35 | 44 773 | −2,74 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 127 826 | 42,50 | 3 249 | 43,44 | ||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 49 640 | 0,00 | 1 261 | 0,64 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 20 880 | 1,16 | 531 | 1,73 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 12 106 | 25,67 | 308 | 26,34 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 22 465 | 0,00 | 571 | 0,71 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 11 745 | −25,22 | 299 | −23,98 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 411 918 | 3,57 | 35 891 | 4,23 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 46 669 | 0,60 | 1 179 | 1,99 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 331 426 | 3,64 | 8 425 | 4,30 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 125 334 | −1,42 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 20 537 | 0,00 | 522 | 0,77 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 282 | 7 | ||||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 8 103 | 206 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 539 955 | 10,48 | 64 566 | 11,18 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 136 620 | 65,94 | 3 473 | 67,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 195 | 41,42 | 30 | 42,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 313 069 | 13,48 | 7 958 | 14,19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 216 784 | 22,67 | 5 511 | 23,46 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8 010 | 0,00 | 204 | 0,50 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 103 539 | 4,05 | 2 632 | 4,90 | ||||
| 2025-08-08 | 13F | Summitry Llc | 1 335 052 | 4,72 | 33 937 | 5,39 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 207 | 0,00 | 31 | 0,00 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 2 384 654 | 9,52 | 60 475 | 10,83 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 11 224 | 285 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 634 900 | 2 547,78 | 143 | −95,90 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 243 926 | 2,55 | 6 201 | 3,20 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 217 882 | 7,72 | 81 799 | 8,40 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 117 964 | 2,00 | 2 999 | 2,64 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 177 664 | 5 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1 069 915 | 4,01 | 27 197 | 4,66 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 10 510 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 23 831 | 606 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 62 612 | −2,19 | 1 592 | −1,55 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 181 021 | 0,35 | 4 602 | 0,99 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 65 270 | 1 625 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 73 657 | −0,97 | 1 872 | −0,32 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 1 329 330 | 31,08 | 33 792 | 31,91 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8 100 | −15,62 | 206 | −15,29 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 37 725 | 0,00 | 959 | 0,63 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 500 | 0,00 | 13 | 0,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8 040 | 0,00 | 204 | 0,49 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26 347 | −25,32 | 670 | −24,92 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1 233 106 | 1,75 | 31 346 | 2,39 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 34 851 | 201,22 | 886 | 203,08 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 55 324 | 23,79 | 1 406 | 24,65 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 302 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 49 921 | 34,39 | 1 269 | 35,18 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 956 237 | 157,30 | 24 308 | 158,94 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 52 283 | 15,81 | 1 329 | 16,58 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 201 633 | 66,10 | 5 126 | 67,16 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 237 771 | 4,89 | 6 006 | 6,41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 997 | 14,49 | 280 | 15,29 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6 300 | 0,00 | 160 | 0,63 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 48 774 | 39,04 | 1 240 | 39,84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 909 424 | 4,79 | 48 538 | 5,46 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 412 682 | 10 490 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 2 012 | 51 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 151 801 | 26,77 | 3 859 | 27,58 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 218 398 | −0,60 | 5 552 | 0,02 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 363 094 | 0,11 | 9 | 0,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 7 523 | 0,00 | 191 | 0,53 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 815 685 | 0,61 | 198 675 | 1,25 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 18 649 | 0,08 | 474 | 0,85 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 158 729 | −10,29 | 4 035 | −9,73 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 13 900 | 15,83 | 353 | 16,50 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16 541 | 1,26 | 420 | 1,94 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 168 982 | 0,94 | 4 296 | 1,58 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 287 | 3,90 | 160 | 4,61 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 807 | 20 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 141 297 | 2,44 | 3 592 | 3,07 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 41 915 | 6,33 | 1 065 | 7,04 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 25 903 | −5,56 | 1 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 52 303 | −12,72 | 1 330 | −12,16 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 277 076 | −0,43 | 7 043 | 0,20 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 45 356 | 8,19 | 1 153 | 8,88 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 16 788 | 0,30 | 427 | 0,95 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 68 109 | 14,09 | 1 731 | 14,86 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 68 830 | −55,33 | 1 750 | −55,05 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8 094 | 206 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 625 859 | 11,20 | 66 947 | 11,95 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 966 581 | 8,69 | 24 570 | 9,38 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 107 475 | 5,28 | 2 732 | 5,97 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 605 | 1,00 | 15 | 0,00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 45 205 | 1,13 | 1 149 | 1,77 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 23 854 | 0,00 | 606 | 0,66 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 5 437 | 0,00 | 138 | 0,73 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 31 995 | 0,00 | 813 | 0,62 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 46 996 | 237,03 | 1 187 | 242,07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 56 674 | 62,60 | 1 441 | 63,64 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 133 386 | 3,42 | 3 391 | 4,08 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 66 490 | 3,75 | 1 690 | 4,45 | ||||
| 2025-05-09 | 13F | Wells Financial Advisors INC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 309 | 0,00 | 33 | 0,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 35 546 | 8,09 | 904 | 8,80 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30 282 | 0,01 | 770 | 0,65 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 24 721 | −9,55 | 628 | −8,99 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 35 337 | 7,94 | 898 | 8,72 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 8 230 | 0,00 | 209 | 0,97 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 8 099 | 206 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 20 843 | −4,72 | 528 | −4,35 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 651 849 | 1,79 | 16 570 | 2,44 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 3 064 481 | 4,97 | 77 899 | 5,63 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 29 521 | 750 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 379 589 | 3,85 | 9 649 | 4,52 | ||||
| 2025-07-31 | 13F | United Community Bank | 2 343 | 194,72 | 60 | 195,00 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 12 449 | 0,00 | 316 | 0,64 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 71 694 | 38,46 | 1 818 | 40,17 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7 891 | 201 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 9 532 | 0,00 | 242 | 0,83 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 73 750 | 27,71 | 1 875 | 28,53 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 59 455 | 0,00 | 1 511 | 0,67 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 28 900 | 0,00 | 735 | 0,55 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 8 416 | −13,34 | 214 | −13,06 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 650 | 0,00 | 17 | 0,00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 4 963 | 126 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 135 917 | 1,91 | 3 455 | 2,55 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 500 | 0,00 | 13 | 0,00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 40 000 | 0,00 | 1 012 | 0,10 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3 600 | 0,00 | 92 | 1,11 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 90 047 | 6,27 | 2 289 | 6,92 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 20 620 | −30,53 | 524 | −30,04 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1 017 452 | 6,45 | 25 864 | 7,12 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 504 847 | 10,46 | 12 833 | 11,16 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11 635 | 0,00 | 295 | 0,68 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 28 219 | 13,02 | 717 | 13,81 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 20 704 | −9,20 | 523 | −7,94 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 132 559 | 36,93 | 3 348 | 38,92 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3 850 | 31,94 | 98 | 32,88 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 79 150 | 7,91 | 2 012 | 8,59 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2 000 | 0,00 | 51 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 326 215 | 4,94 | 59 132 | 5,60 | ||||
| 2025-07-02 | 13F | InvesTrust | 262 435 | 1,03 | 6 671 | 1,68 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 17 750 | −4,31 | 451 | −3,63 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 353 | 9 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 374 757 | 1,61 | 9 526 | 2,25 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 168 983 | 4,19 | 4 296 | 4,86 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 112 534 | 19,42 | 2 861 | 20,17 | ||||
| 2025-08-08 | 13F | Creative Planning | 178 508 | −3,47 | 4 538 | −2,87 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 045 079 | −3,97 | 51 986 | −3,36 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 227 219 | 3,22 | 5 776 | 3,87 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 121 742 | 2,56 | 3 095 | 3,20 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 58 530 | 46,63 | 1 487 | 47,52 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 174 045 | 10,01 | 4 424 | 10,71 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 8 000 | 0,00 | 203 | 1,50 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 231 445 | −2,34 | 5 883 | −1,72 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 13 171 | 0,00 | 335 | 0,60 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 49 327 | 111,56 | 1 254 | 113,10 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 234 939 | −1,07 | 5 972 | −0,43 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 99 584 | −4,36 | 2 531 | −3,76 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 395 | 71,07 | 61 | 71,43 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 735 | 0,00 | 19 | 0,00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 608 | 0,00 | 41 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 74 791 | 10,67 | 1 901 | 11,36 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 28 703 | 4,42 | 730 | 5,04 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 12 808 | 0,69 | 326 | 1,25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 799 940 | 5,42 | 20 335 | 6,08 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 479 654 | 17,21 | 12 193 | 17,95 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 106 579 | 0,00 | 2 692 | 0,00 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1 700 074 | 3,76 | 43 216 | 4,41 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 12 983 | 330 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 180 264 | 26,84 | 5 | 33,33 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 66 990 | 29,12 | 1 703 | 29,92 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 63 495 | −7,62 | 1 614 | −7,03 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 36 991 | −6,50 | 940 | −5,91 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 143 037 | −3,97 | 3 636 | −3,38 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 182 476 | 4 639 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 639 | 0,00 | 220 | 0,46 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 99 008 | 3,98 | 2 517 | 4,62 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 62 321 | −11,19 | 1 584 | −10,61 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Members Wealth Llc | 123 330 | 5,12 | 3 115 | 6,57 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 125 371 | −2,75 | 3 187 | −2,15 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 000 | −41,41 | 254 | −41,07 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 8 492 | 675,53 | 216 | 696,30 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 786 | 2,21 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 7 962 | 201 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 10 400 | −5,45 | 264 | −4,69 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 97 869 | 37,69 | 2 488 | 38,55 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 80 595 | 3,33 | 2 049 | 3,96 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1 335 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Little House Capital Llc | 36 593 | −1,07 | 930 | −0,43 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 159 691 | 5,53 | 4 053 | 6,02 | ||||
| 2025-05-09 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 469 153 | −0,31 | 11 926 | 0,32 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 616 973 | 6,79 | 41 103 | 7,46 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 14 299 | 363 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | 0,00 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 419 | 36 | ||||||
| 2025-08-07 | 13F | Rossmore Private Capital | 79 326 | 59,34 | 2 016 | 60,38 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 46 186 | 1 174 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 611 726 | 2,19 | 15 550 | 2,84 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 8 644 | 1,55 | 219 | 1,86 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 94 220 | 2 395 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 081 | 46,91 | 180 | 48,76 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 228 435 | 3,07 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 557 751 | −1,54 | 14 178 | −0,91 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 10 162 | 0,00 | 258 | 0,78 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 237 | −9,73 | 57 | −9,68 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 379 | 10 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 91 368 | 3,74 | 2 305 | 3,60 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 125 | 0,00 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 248 | 0,00 | 6 | 0,00 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 17 283 | 0,00 | 439 | 0,69 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 52 893 | −4,25 | 1 345 | −3,66 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 000 | 0,00 | 51 | 0,00 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 60 585 | −0,16 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 553 279 | 19,91 | 14 064 | 20,67 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 124 382 | 0,44 | 3 162 | 1,05 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 599 | −99,97 | 15 | −99,97 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 185 | 0 | ||||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 22 450 | 6,68 | 571 | 7,34 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1 100 626 | 15,59 | 27 978 | 16,32 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 585 429 | 1,93 | 40 293 | 2,55 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 21 918 | 0,00 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 4 048 765 | 8,23 | 102 920 | 8,92 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 14 282 | 43,41 | 363 | 44,62 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2 111 899 | 12,92 | 53 684 | 13,63 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 5 140 | 0,00 | 131 | 0,78 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 923 155 | 2,53 | 23 467 | 3,18 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 20 330 | −8,09 | 517 | −7,53 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 128 411 | 4,45 | 3 264 | 5,12 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 231 785 | −0,39 | 5 892 | 0,24 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 136 100 | 86,06 | 3 460 | 87,28 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 237 870 | 6 047 | ||||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 102 340 | −1,16 | 2 601 | −0,54 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18 347 | 466 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 343 754 | 2,84 | 8 738 | 3,49 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 195 830 | 4,66 | 4 978 | 5,31 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 73 823 | 2,66 | 1 877 | 3,30 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 76 673 | −6,61 | 1 949 | −5,98 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 176 402 | 21,45 | 4 484 | 22,25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 511 | 6,54 | 115 | 7,55 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 40 988 | 9,98 | 1 042 | 10,63 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 4 670 | −45,95 | 119 | −45,87 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 82 052 | 27,86 | 2 084 | 28,56 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 18 600 | 473 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 14 617 | 0,00 | 372 | 0,54 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 183 533 | 0,23 | 4 665 | 0,86 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 204 764 | −9,92 | 5 205 | −9,34 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 7 964 | 0,00 | 202 | 0,50 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 298 661 | 1,22 | 7 592 | 1,87 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 157 900 | 12,10 | 4 014 | 12,82 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 171 595 | −34,43 | 4 362 | −34,02 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 21 294 | 11,63 | 541 | 12,47 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 61 416 | −9,44 | 1 561 | −8,87 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 50 207 | −69,92 | 1 276 | −69,73 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 26 807 | 0,90 | 681 | 1,49 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 12 949 | 1,16 | 329 | 1,86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 27 796 | 17,46 | 707 | 18,26 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 9 062 | 230 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 800 | 0,00 | 20 | 0,00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 97 990 | 11,69 | 2 491 | 12,36 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 19 523 | 7,29 | 496 | 8,06 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 26 818 | 0,12 | 682 | 0,74 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 11 148 | 0,00 | 283 | 0,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 135 326 | 3,38 | 3 421 | 3,48 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179 185 | 2,56 | 4 555 | 3,20 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 293 | −9,57 | 7 | −12,50 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 6 167 | 0,13 | 157 | 0,65 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 421 | 0,72 | 11 | 0,00 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 39 916 | 0,42 | 1 015 | 1,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 497 196 | 396,17 | 12 639 | 406,53 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 130 721 | −22,96 | 3 323 | −22,49 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 47 776 | 0,02 | 1 214 | 0,66 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 55 838 | 33,17 | 1 419 | 33,99 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 10 528 | 0,00 | 268 | 0,75 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 113 518 | 1,34 | 28 306 | 1,98 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 48 575 | 3,80 | 1 235 | 4,40 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 20 232 | 6,76 | 514 | 7,53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15 888 | 36,47 | 404 | 39,45 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 13 550 | 0,00 | 344 | 0,58 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 856 628 | 0,49 | 21 775 | 1,12 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 49 954 | −4,48 | 1 270 | −3,86 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 9 428 | −17,92 | 240 | −17,59 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 78 859 | 2,69 | 1 991 | 2,58 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 22 555 | 34,87 | 573 | 35,78 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 350 | −99,29 | 34 | −99,30 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 73 304 | −7,02 | 1 863 | −6,43 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 154 589 | 2,47 | 29 350 | 3,12 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 157 719 | 76,53 | 4 | 100,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 35 241 | 4,17 | 896 | 4,80 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 489 815 | −0,09 | 12 451 | 0,54 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 373 853 | 5,39 | 9 503 | 6,06 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 153 710 | 79,95 | 3 907 | 81,13 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 591 | 0,00 | 40 | 0,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26 000 | 0,00 | 661 | 0,61 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 16 948 | 2,00 | 431 | 2,63 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 217 327 | 1,47 | 5 524 | 2,11 | ||||
| 2025-08-27 | NP | Mason Capital Fund Trust - Fundamentals First ETF | 1 976 | 0,00 | 50 | 2,04 | ||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 500 | −80,31 | 0 |
