Grundläggande statistik
| Institutionella ägare | 311 total, 311 long only, 0 short only, 0 long/short - change of 4,67% MRQ |
| Genomsnittlig portföljallokering | 0.4729 % - change of −18,10% MRQ |
| Institutionella aktier (lång) | 64 792 050 (ex 13D/G) - change of −10,35MM shares −13,78% MRQ |
| Institutionellt värde (lång) | $ 1 458 548 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF (US:IBTF) har 311 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 64,792,050 aktier. Största aktieägare inkluderar Hm Payson & Co, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Capital Investment Advisors, LLC, Hills Bank & Trust Co, UBS Group AG, GWM Advisors LLC, Raymond James Financial Inc, and Connecticut Wealth Management, LLC .
iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF (NasdaqGM:IBTF) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 11, 2025 is 23,32 / share. Previously, on September 12, 2024, the share price was 23,34 / share. This represents a decline of 0,11% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 22 766 | −24,32 | 532 | −24,47 | ||||
| 2025-08-04 | 13F | Balentine LLC | 42 259 | 26,69 | 987 | 26,70 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 73 396 | −11,64 | 1 715 | −11,70 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 651 802 | 72,95 | 15 226 | 72,89 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 858 | −37,65 | 20 | −37,50 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 148 665 | −15,01 | 3 473 | −15,05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 112 080 | −57,61 | 25 978 | −57,63 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9 783 | 0,35 | 229 | 0,44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 45 239 | −18,98 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20 148 | 1,89 | 471 | 1,95 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 52 784 | −0,09 | 1 233 | −0,08 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 346 406 | −22,83 | 8 092 | −22,85 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 49 564 | 23,50 | 1 155 | 23,53 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10 450 | −45,27 | 244 | −45,29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 395 444 | 0,28 | 9 | 0,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 4 517 615 | 9,17 | 105 577 | 9,41 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 89 941 | −15,23 | 2 101 | −15,25 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 10 461 | 0,09 | 244 | 0,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8 580 | 200 | ||||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 127 888 | −1,09 | 2 987 | −1,13 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 12 684 | 2,01 | 296 | 2,07 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 112 620 | 5,50 | 2 631 | 5,45 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 313 328 | −3,66 | 7 319 | −3,70 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 99 248 | 0,20 | 2 318 | 0,17 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 236 816 | −60,83 | 5 532 | −60,85 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38 056 | −60,94 | 889 | −60,98 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 4 882 | 0,00 | 114 | 0,88 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21 109 | −82,07 | 493 | −82,08 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9 533 | 2,43 | 223 | 2,30 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 90 476 | −19,54 | 2 114 | −19,57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 319 780 | −8,63 | 30 830 | −8,67 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 207 251 | −10,19 | 4 839 | −10,26 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 446 | 0,00 | 81 | 0,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 11 297 | 264 | ||||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 121 023 | −22,71 | 2 827 | −22,74 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 022 812 | −15,34 | 23 893 | −15,38 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 57 810 | 7,89 | 1 351 | 8,17 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 8 575 | 200 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 10 550 | 0,00 | 246 | 0,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 30 030 | 0,00 | 702 | 0,00 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hara Capital LLC | 3 813 | 0,00 | 89 | 0,00 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 147 | −0,04 | 167 | −0,60 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 156 985 | −51,39 | 3 667 | −51,41 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14 927 | 0,00 | 349 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 147 036 | 7,31 | 3 435 | 7,25 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 9 998 | 234 | ||||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 394 006 | 11,86 | 9 208 | 11 128,05 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 8 594 | 0,30 | 201 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 454 653 | 200,98 | 10 621 | 200,85 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 9 887 | 231 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 908 151 | −2,27 | 44 574 | −2,32 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 16 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 133 134 | −44,55 | 3 | −40,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 25 024 | 20,14 | 585 | 20,16 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 480 174 | 115,47 | 11 | 120,00 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 27 820 | 7,93 | 650 | 7,81 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 42 401 | −7,20 | 990 | −7,22 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 22 657 | −5,56 | 529 | −5,54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 23 115 | −5,26 | 540 | −5,44 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 35 536 | 1,57 | 830 | 1,59 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 867 | 20 | ||||||
| 2025-04-22 | 13F | Whalen Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 212 764 | −1,12 | 4 970 | −1,15 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 91 485 | −8,37 | 2 137 | −8,36 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 895 | −7,21 | 68 | −6,94 | ||||
| 2025-04-21 | 13F | Shelton Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 106 694 | 40,78 | 2 492 | 40,71 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 18 765 | −7,62 | 438 | −7,59 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 9 279 | 0,00 | 217 | 0,00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 16 841 | 393 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10 000 | 0,00 | 233 | 0,00 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 62 576 | 1,00 | 1 462 | 0,97 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 54 815 | 1 | ||||||
| 2025-05-08 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9 200 | 215 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 789 713 | −1,90 | 18 448 | −1,94 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 22 346 | 1,07 | 522 | 1,16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 203 031 | 27,65 | 4 743 | 27,58 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 613 590 | 3,63 | 14 333 | 3,55 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 283 413 | −77,76 | 6 621 | −77,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 149 158 | −1,25 | 26 844 | −1,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 166 | 4 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 274 845 | −38,17 | 29 780 | −38,19 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 3 600 | 0,00 | 84 | 0,00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 285 | 0,00 | 7 | 0,00 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 166 764 | 200,00 | 3 897 | 200,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 871 | −61,75 | 20 | −62,26 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 34 820 | −1,26 | 813 | −1,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 659 449 | −14,51 | 15 405 | −14,55 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 20 007 | −4,14 | 467 | −4,11 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 53 788 | 15,43 | 1 256 | 15,34 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 430 547 | 3,46 | 10 058 | 3,41 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 955 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 10 000 | 0,00 | 234 | 0,00 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 14 891 | −49,71 | 348 | −49,86 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 87 690 | −5,16 | 2 048 | −5,19 | ||||
| 2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 126 103 | −30,26 | 2 946 | −30,30 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 39 780 | −1,23 | 929 | −1,28 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 213 476 | −0,28 | 4 987 | −0,32 | ||||
| 2025-05-14 | 13F | Colonial Trust Co / SC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 280 908 | −0,24 | 6 562 | −0,27 | ||||
| 2025-05-13 | 13F | Summitry Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2 178 749 | −0,98 | 50 896 | −1,02 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 33 605 | 0,65 | 785 | 0,64 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 74 435 | −1,59 | 1 734 | −1,92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 849 809 | −5,04 | 19 856 | −5,08 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 9 823 | 229 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 146 641 | 55,71 | 3 426 | 55,68 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 117 | ||||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 11 375 | 0,59 | 266 | 0,38 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 41 404 | −0,54 | 967 | −0,51 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 49 109 | −33,82 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 219 659 | 51,29 | 5 131 | 51,22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51 153 | −86,77 | 1 195 | −86,78 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 672 692 | 1,14 | 15 714 | 1,10 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15 322 | −97,15 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Synovus Financial Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 87 767 | −15,92 | 2 051 | −15,74 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 27 884 | 651 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9 335 | 1,07 | 218 | 1,40 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 295 543 | −5,72 | 6 880 | −6,10 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 328 697 | 32,92 | 7 678 | 32,86 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 109 392 | 3,18 | 2 555 | 3,15 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 875 124 | 24,42 | 20 443 | 24,37 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 500 | 0,00 | 58 | 0,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2 321 | 0,13 | 54 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 234 212 | −3,71 | 5 471 | −3,76 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 554 | 13 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 76 008 | 2,06 | 1 776 | 2,01 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 533 920 | 2,78 | 12 435 | 2,65 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 208 051 | 1,73 | 4 860 | 1,69 | ||||
| 2025-09-03 | 13F | American Trust | 11 328 | 0,00 | 265 | 0,00 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 279 | 4,89 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 554 218 | −15,09 | 59 667 | −15,13 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 127 277 | 39,57 | 2 973 | 39,51 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 33 750 | 82,43 | 788 | 82,41 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 271 617 | 27,16 | 6 345 | 27,08 | ||||
| 2025-07-16 | 13F | Novem Group | 49 811 | 4,69 | 1 164 | 4,68 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 27 594 | 3,45 | 645 | 3,37 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 14 953 | −6,27 | 349 | −6,18 | ||||
| 2025-08-08 | 13F | Creative Planning | 96 953 | −14,53 | 2 265 | −14,60 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 20 428 | −30,94 | 477 | −30,97 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 865 | 0,00 | 20 | 0,00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1 182 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 51 743 | 13,74 | 1 209 | 14,06 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 797 361 | 2,32 | 18 626 | 2,28 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23 917 | 1,67 | 559 | 1,45 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 213 243 | −2,69 | 4 981 | −2,73 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 158 521 | 3 703 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 342 885 | 13,49 | 8 | 14,29 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 000 | −70,74 | 70 | −70,71 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 16 841 | 393 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 169 088 | 1,72 | 3 950 | 1,67 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 24 434 | −31,71 | 571 | −31,82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 64 380 | 286,43 | 1 504 | 286,38 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 971 | −53,69 | 46 | −53,54 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 387 685 | −1,68 | 9 056 | −1,71 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 440 | 10 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 194 087 | −3,24 | 5 | 0,00 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 11 720 | 2,41 | 274 | 2,25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 100 388 | −42,94 | 2 345 | −42,83 | ||||
| 2025-04-17 | 13F | Aries Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 849 | 0,00 | 20 | 0,00 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 91 812 | 4,20 | 2 145 | 4,13 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 577 | 1,77 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 14 697 | 343 | ||||||
| 2025-08-13 | 13F | Knollwood Investment Advisory, LLC | 42 900 | 0,00 | 1 002 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 317 172 | −4,07 | 7 | 0,00 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 34 082 | 13,43 | 796 | 13,39 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 831 | −51,94 | 19 | −52,50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 892 | −17,47 | 488 | −17,43 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 250 289 | 2 235,87 | 11 | −96,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 556 598 | −8,25 | 83 082 | −8,28 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 343 301 | −13,08 | 8 019 | −13,11 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10 917 | 1,64 | 255 | 1,59 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 57 | 1,79 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 9 049 | 211 | ||||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 10 848 | 1,06 | 253 | 1,20 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 229 726 | 0,92 | 5 366 | 0,86 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 641 093 | −6,07 | 14 976 | −6,11 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 21 007 | 0,00 | 491 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 49 635 | 1 159 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 751 | 79,81 | 251 | 80,58 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 650 | 15 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 190 | 1,06 | 4 | 0,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 530 340 | −4,54 | 12 357 | −4,66 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 29 888 | 1,07 | 698 | 1,01 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11 791 | 275 | ||||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 201 887 | 2,11 | 4 716 | 2,08 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 314 746 | −2,74 | 7 352 | −2,78 | ||||
| 2025-08-14 | 13F | Jupiter Wealth Management LLC | 14 300 | 334 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 740 480 | 17 268 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 12 636 | −94,52 | 295 | −94,52 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 631 320 | −5,47 | 14 748 | −5,30 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 716 | −3,50 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 643 | 1,10 | 15 | 7,14 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 91 | 1,11 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 22 478 | −5,42 | 525 | −5,41 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 89 | 2 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 790 034 | −67,77 | 18 455 | −67,78 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 83 088 | 225,39 | 1 941 | 225,50 | ||||
| 2025-04-08 | 13F | Lowe Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 107 653 | −1,75 | 2 515 | −1,80 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 10 320 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 10 024 | −51,42 | 234 | −51,45 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 62 356 | 1,03 | 1 457 | 0,97 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 65 021 | −0,44 | 1 519 | −0,52 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 11 371 | 0,00 | 266 | 0,00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 9 076 | −0,01 | 212 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 235 688 | −27,08 | 5 506 | −27,12 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 234 229 | −23,17 | 5 472 | −23,20 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 79 962 | −8,89 | 1 868 | −8,97 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 149 145 | −44,78 | 3 484 | −44,79 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 237 830 | −46,91 | 5 556 | −46,94 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 40 387 | 0,77 | 943 | 0,75 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 13 891 | 14,83 | 324 | 14,89 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9 712 | 227 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 24 645 | 1,55 | 576 | 1,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8 960 | 0 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16 734 | 0,13 | 391 | 0,00 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 79 081 | 2,05 | 1 847 | 1,99 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 8 865 | 0,00 | 207 | 0,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 486 703 | −9,43 | 58 089 | −9,47 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 67 281 | −5,21 | 1 572 | −5,25 | ||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12 304 | 0,00 | 287 | 0,00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 63 055 | −43,62 | 1 473 | −43,67 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 46 901 | 12,13 | 1 096 | 12,08 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 176 125 | −12,66 | 4 114 | −12,69 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 21 477 | −1,97 | 502 | −1,96 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1 180 466 | 17,82 | 27 576 | 17,77 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 396 749 | −6,51 | 9 268 | −6,54 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 57 733 | −0,14 | 1 349 | −0,22 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 237 937 | 8,38 | 5 558 | 8,34 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 218 772 | −3,18 | 5 111 | −3,26 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 061 348 | 0,96 | 24 793 | 0,92 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 355 | 1,11 | 125 | 1,63 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 9 046 | −79,96 | 211 | −79,98 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 385 860 | −43,18 | 9 014 | −43,20 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 17 760 | −7,82 | 415 | −8,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 8 680 | 203 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 23 546 | 550 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 35 871 | 0,08 | 838 | 0,00 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 13 631 | 0,00 | 318 | 0,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13 886 | 0,00 | 324 | 0,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 16 905 | 0,05 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 21 858 | 1,09 | 511 | 0,99 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 218 700 | 330,76 | 5 109 | 330,69 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 68 063 | −2,02 | 1 590 | −2,09 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 75 979 | 6,96 | 1 775 | 6,87 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 34 072 | −18,64 | 796 | −18,71 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 130 771 | −4,34 | 3 055 | −4,38 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 28 007 | −21,37 | 1 | |||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 105 636 | 6,31 | 2 468 | 6,24 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 17 650 | 0,00 | 412 | 0,00 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 90 402 | 2 113 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 699 134 | 2,78 | 16 332 | 2,74 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 495 | 0,00 | 12 | 0,00 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 92 785 | 2 167 | ||||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 21 310 | 0,00 | 498 | −0,20 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 25 351 | 0,00 | 592 | 0,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 11 058 | 258 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 92 851 | −15,84 | 2 169 | −15,87 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 26 462 | 618 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 54 643 | −10,75 | 1 276 | −10,77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 106 043 | −2,60 | 2 477 | −2,63 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 9 296 | −53,65 | 217 | −53,63 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 108 947 | 0,22 | 2 545 | 0,20 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 185 425 | 1,91 | 4 332 | 1,86 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 23 257 | 1,44 | 543 | 1,50 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 205 | −34,27 | 215 | −34,25 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 376 043 | 5,71 | 8 784 | 5,67 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4 856 | 145,01 | 113 | 145,65 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 23 799 | −2,42 | 556 | −2,46 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 46 916 | 163,19 | 1 095 | 163,61 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 112 208 | 18,46 | 2 621 | 18,44 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15 854 | 0,00 | 370 | 0,00 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 8 757 | −2,95 | 205 | −2,86 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 425 | 0,00 | 33 | 0,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 17 990 | −18,47 | 420 | −18,45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 18 400 | 0,00 | 430 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 042 892 | 0,45 | 94 442 | 0,41 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 221 | 426 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 158 534 | 6,06 | 3 703 | 6,29 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 219 651 | 2,42 | 5 131 | 2,37 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 580 493 | 5,08 | 13 561 | 5,03 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 161 584 | 136,66 | 3 775 | 136,61 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 14 000 | −68,54 | 327 | −68,53 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 55 939 | −16,10 | 1 307 | −16,17 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 353 272 | −0,43 | 8 252 | −0,47 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 219 979 | 7,03 | 5 139 | 6,97 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 666 | −19,80 | 109 | −20,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 274 | 1,11 | 6 | 0,00 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 89 686 | −7,03 | 2 095 | −7,05 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 10 241 | −78,16 | 239 | −78,17 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 119 815 | 8,53 | 2 799 | 8,49 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 60 003 | 7,15 | 1 402 | 7,11 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 2 891 | 0,00 | 68 | 0,00 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 8 899 | 208 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 659 594 | 0,35 | 15 369 | 0,05 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 76 512 | −63,42 | 1 787 | −63,43 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 260 719 | −5,17 | 6 090 | −5,21 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 655 864 | −1,29 | 15 321 | −1,33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 146 676 | −66,16 | 3 426 | −66,17 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 156 192 | 4,05 | 3 649 | 3,99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 16 924 | 29,67 | 395 | 29,51 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 123 924 | −9,23 | 2 895 | −9,28 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 517 095 | 1,78 | 12 079 | 1,74 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 10 178 | 13,06 | 238 | 12,86 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 86 385 | 0,00 | 2 018 | −0,05 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 43 141 | 23,17 | 1 008 | 23,11 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 231 181 | 16,92 | 5 400 | 16,88 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 789 | −43,43 | 322 | −43,41 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 97 601 | −7,27 | 2 280 | −7,32 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 126 151 | −33,88 | 2 947 | −33,92 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 45 063 | 8,38 | 1 053 | 8,34 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 10 004 | 0,00 | 234 | 0,00 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 387 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 13 886 | 324 | ||||||
| 2025-08-13 | 13F | Rinkey Investments | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 10 773 | 0,00 | 252 | 0,00 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Templeton & Phillips Capital Management, LLC | 77 443 | 12,43 | 1 809 | 12,43 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 26 988 | −0,33 | 630 | −0,32 |
