Grundläggande statistik
| Institutionella ägare | 519 total, 516 long only, 0 short only, 3 long/short - change of 14,00% MRQ |
| Genomsnittlig portföljallokering | 0.2968 % - change of 32,32% MRQ |
| Institutionella aktier (lång) | 97 395 256 (ex 13D/G) - change of 20,89MM shares 27,31% MRQ |
| Institutionellt värde (lång) | $ 2 970 512 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares International Select Dividend ETF (US:IDV) har 519 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 97,395,256 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Gallagher Fiduciary Advisors, LLC, Morgan Stanley, Envestnet Asset Management Inc, Ameriprise Financial Inc, Wells Fargo & Company/mn, Mercer Global Advisors Inc /adv, UBS Group AG, Bank of New York Mellon Corp, and LPL Financial LLC .
iShares Trust - iShares International Select Dividend ETF (BATS:IDV) 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 8, 2025 is 36,55 / share. Previously, on September 9, 2024, the share price was 29,57 / share. This represents an increase of 23,61% 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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | CVA Family Office, LLC | 432 | 2,37 | 15 | 7,69 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 40 240 | 1 389 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 64 147 | 33,81 | 2 214 | 48,82 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 42 170 | 33,15 | 4 | |||||
| 2025-05-14 | 13F | BancorpSouth Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 521 042 | −1,30 | 17 981 | 9,81 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 24 685 | 903 | ||||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 12 265 | 0,00 | 423 | 11,32 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 17 498 | 0,00 | 604 | 11,25 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 450 | 0,00 | 16 | 15,38 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 11 066 | 6,59 | 382 | 18,32 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 6 848 | 1,60 | 236 | 12,92 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 17 360 | 0,07 | 599 | 11,34 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8 698 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 079 | 3,72 | 244 | 15,64 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 19 756 | 682 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15 046 | −1,87 | 519 | 9,26 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 21 062 | 2,83 | 727 | 14,33 | ||||
| 2025-04-28 | 13F | Coastline Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 1 094 | 2,34 | 38 | 12,12 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 16 000 | −28,57 | 552 | −20,46 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 36 124 | 13,08 | 1 264 | 27,58 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 368 174 | 27,42 | 12 706 | 41,75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28 379 | 135,12 | 989 | 164,44 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 182 442 | 1,22 | 6 296 | 12,61 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 18 756 | 6,88 | 647 | 18,93 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 805 | −14,63 | 28 | −6,90 | ||||
| 2025-08-04 | 13F | Balentine LLC | 64 150 | 4,33 | 2 214 | 16,05 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 4 573 | −2,85 | 158 | 7,53 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 416 | 106,97 | 14 | 133,33 | ||||
| 2025-05-02 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 12 081 | −0,02 | 417 | 11,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 300 | −50,44 | 390 | −44,98 | |||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 2 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 32 218 | −2,93 | 1 112 | 7,97 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 388 424 | 13 405 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 23 100 | 38,32 | 797 | 53,86 | |||
| 2025-08-13 | 13F | Summit Financial, LLC | 15 612 | −4,23 | 539 | 6,53 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 6 230 | 215 | ||||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 53 532 | 26,32 | 1 847 | 40,56 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 7 200 | 0,00 | 248 | 11,21 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4 100 | 0,00 | 141 | 11,02 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 67 193 | 2,88 | 2 319 | 14,47 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 63 | 2 | ||||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 17 278 | 0,00 | 596 | 11,40 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 214 017 | −5,67 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 15 074 | −42,01 | 520 | −35,48 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 814 | 0,00 | 63 | 10,71 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 534 | 156 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3 379 | 0,00 | 117 | 11,54 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5 844 | −94,03 | 202 | 6 600,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13 089 | 26,44 | 452 | 40,50 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 7 152 | 5,86 | 247 | 17,70 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 884 | 14,66 | 31 | 25,00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 6 223 | 215 | ||||||
| 2025-08-08 | 13F | Creative Planning | 148 314 | 2,58 | 5 118 | 14,14 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3 546 | 0,00 | 122 | 11,93 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 19 365 | 4,82 | 668 | 16,58 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 20 707 | 90,46 | 715 | 111,87 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 732 843 | 77,79 | 25 | 108,33 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 89 553 | 2,25 | 3 091 | 13,77 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 185 853 | 460,24 | 6 414 | 523,23 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 188 584 | −2,54 | 6 578 | 9,58 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 139 139 | −1,73 | 4 802 | 9,31 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 59 077 | 0,59 | 2 039 | 11,92 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 27 922 | −8,88 | 1 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 68 056 | 7,70 | 2 349 | 19,80 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 22 473 | −21,85 | 776 | −13,12 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 23 941 | −5,23 | 826 | 5,49 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 30 213 | −32,61 | 1 043 | −25,04 | ||||
| 2025-07-18 | 13F | Community Bank & Trust, Waco, Texas | 9 897 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 67 014 | 2 333 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 331 | 3,86 | 357 | 15,58 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 590 | −0,46 | 158 | 10,49 | ||||
| 2025-05-12 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 16 386 | −3,52 | 565 | 7,41 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 628 | 0,00 | 22 | 10,53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 121 060 | −1,54 | 4 | 33,33 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 24 490 | 120,71 | 845 | 145,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 454 659 | −3,50 | 16 | 7,14 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4 861 | 168 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 109 | 1,87 | 4 | 0,00 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 46 205 | 72,43 | 1 595 | 91,82 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 33 217 | 32,87 | 1 146 | 47,87 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 13 655 | −0,01 | 471 | 11,35 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 504 393 | 10,54 | 17 407 | 22,98 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 11 514 | 0,00 | 397 | 11,20 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 17 715 | 9,93 | 612 | 22,44 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 281 | 0,00 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 53 241 | −2,57 | 1 837 | 8,38 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25 627 | 155,89 | 884 | 185,16 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3 808 | −2,36 | 131 | 9,17 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 28 786 | 0,00 | 993 | 11,32 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 74 645 | 2,12 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2 164 | 0,00 | 75 | 10,45 | ||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 18 810 | 0,00 | 583 | 13,20 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 3 344 | 0,00 | 115 | 11,65 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 154 | 5 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 222 794 | 0,68 | 7 689 | 12,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 38 544 | −25,95 | 1 333 | −17,41 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 31 627 | 0,00 | 1 091 | 11,21 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13 729 | 0,01 | 474 | 11,29 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 058 | 0,13 | 382 | 11,40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 402 310 | 11,21 | 48 394 | 23,73 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 400 492 | −3,11 | 13 821 | 7,78 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 37 345 | 3,61 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1 036 004 | −3,85 | 35 752 | 6,97 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 31 250 | 2,84 | 1 078 | 14,44 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 129 838 | 0,00 | 4 028 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 054 | 2,09 | 0 | |||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 314 135 | 2,96 | 10 841 | 14,54 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 141 109 | 15,02 | 39 380 | 27,96 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 44 582 | 0,01 | 1 539 | 11,29 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 27 929 | −0,61 | 964 | 10,56 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 7 159 | 0,00 | 247 | 11,26 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 156 924 | −33,78 | 5 415 | −26,33 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12 135 | 418 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 7 532 | 14,89 | 260 | 27,59 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4 910 | −63,00 | 0 | |||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 30 993 | 76,32 | 1 070 | 96,15 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 59 205 | −8,19 | 2 043 | 2,15 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 10 962 | 378 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 126 465 | 33,76 | 4 364 | 48,84 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 65 790 | 0,05 | 2 270 | 11,33 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 547 | 19 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 11 683 | 0,00 | 403 | 11,33 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 321 222 | 11 085 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 190 | 0,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 839 351 | −12,62 | 26 037 | −1,00 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 21 641 | 747 | ||||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1 925 | 0,00 | 66 | 11,86 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 26 383 | 910 | ||||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7 | 0 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 6 264 | 216 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 8 500 | 293 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 140 | 212 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 16 600 | 573 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 11 938 | 11,14 | 412 | 23,42 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22 975 | 7,08 | 793 | 19,10 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 363 566 | 45,46 | 12 547 | 61,82 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 11 409 | 0,51 | 394 | 11,65 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 110 876 | 3 826 | ||||||
| 2025-07-25 | 13F | Avion Wealth | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 80 252 | −64,15 | 2 769 | −60,12 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 396 | 0,00 | 48 | 11,63 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 23 620 | 815 | ||||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 80 218 | 2 595,50 | 2 875 | 3 025,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 540 286 | 5,28 | 18 645 | 17,12 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 17 895 | −32,57 | 618 | −25,03 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 93 224 | 3 217 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 432 992 | 66,92 | 15 | 75,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 6 291 | 217 | ||||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 30 510 | 1 053 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 10 053 | 0,00 | 347 | 11,25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 538 766 | 3,34 | 18 593 | 14,96 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 15 021 | 518 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 109 166 | 19,75 | 72 787 | 33,22 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 86 748 | 2,32 | 2 994 | 13,85 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 145 967 | −2,41 | 5 037 | 8,58 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 24 224 | 79,78 | 836 | 100,24 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 2 732 | 2,59 | 94 | 27,03 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 18 065 | −9,86 | 623 | 0,32 | ||||
| 2025-04-30 | 13F | Valeo Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 20 747 | 27,34 | 716 | 41,58 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 5 683 | −0,35 | 196 | 11,36 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10 908 | 20,22 | 376 | 33,81 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 15 110 | −6,09 | 521 | 4,41 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 137 496 | −1,35 | 4 819 | 11,47 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4 064 | 0,87 | 140 | 12,90 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 50 776 | 6,29 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 39 784 | 0,00 | 1 373 | 11,26 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 5 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 7 275 | 0,00 | 251 | 11,56 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 71 400 | −2,01 | 2 464 | 8,98 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10 049 | 18,57 | 347 | 32,06 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 23 226 | −2,30 | 802 | 8,68 | ||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 1 655 | 0,00 | 57 | 11,76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 115 165 | −9,10 | 3 974 | 1,15 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 23 590 | 814 | ||||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 11 994 | 0,00 | 414 | 11,02 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 245 | 0,00 | 8 | 14,29 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 65 770 | 2 270 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 147 | 5 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 393 | −12,63 | 290 | −2,69 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 12 801 | 0,00 | 442 | 11,08 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 141 | 0,00 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 117 902 | −7,64 | 4 068 | 2,39 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 16 438 | 51,66 | 567 | 68,75 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 521 | −0,52 | 52 | 10,64 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 6 507 | 229 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 254 | 0,72 | 43 | 13,16 | ||||
| 2025-08-14 | 13F | Comerica Bank | 255 951 | 1,71 | 8 833 | 13,16 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 114 428 | 3 872 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 17 | −81,91 | 1 | −100,00 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 186 276 | −21,46 | 6 428 | −12,63 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 400 | −46,95 | 14 | −43,48 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 790 | 0,00 | 62 | 10,91 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 8 337 | 288 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 182 | 5,97 | 179 | 17,88 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 13 902 | 446,25 | 480 | 514,10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12 417 221 | 15,84 | 428 518 | 28,87 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 92 477 | 21,58 | 3 191 | 35,27 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 19 721 | −13,05 | 681 | −3,27 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 317 | −18,84 | 80 | 1,28 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 884 | −14,59 | 31 | −6,25 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 907 986 | 9,23 | 100 370 | 21,54 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 23 609 | −20,80 | 815 | −11,90 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 11 | −72,50 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 679 779 | −0,87 | 23 459 | 10,29 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 7 088 | 245 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 22 341 | 0,54 | 771 | 11,90 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8 594 | 297 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 16 175 | 114,92 | 558 | 139,48 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 16 690 | 576 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 463 | 0,00 | 50 | 11,11 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 17 374 | −5,84 | 600 | 4,72 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 019 | 0,25 | 139 | 11,29 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 41 457 | −1,57 | 1 493 | 10,59 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 44 | 2 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 35 423 | −8,98 | 1 222 | 1,24 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 15 614 | 539 | ||||||
| 2025-08-13 | 13F | bLong Financial, LLC | 75 956 | 2 622 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 17 697 | 1,00 | 611 | 12,34 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 372 690 | 12 862 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 122 002 | −6,82 | 4 210 | 3,67 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 219 836 | 7 587 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5 038 | −7,39 | 174 | 2,98 | ||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 23 608 | 16,62 | 815 | 29,82 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1 869 | 0,00 | 64 | 12,28 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 76 | −41,54 | 3 | −50,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 30 925 | 1 067 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 3 500 | 0,00 | 121 | 11,11 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1 173 562 | 0,73 | 40 499 | 12,06 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 28 412 | −4,08 | 981 | 6,75 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 84 827 | −27,07 | 3 | −33,33 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 249 460 | 173,39 | 8 609 | 204,17 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 111 471 | −0,88 | 3 847 | 10,26 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 2 076 | 2,32 | 0 | |||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 16 968 | 117,20 | 610 | 146,56 | ||||
| 2025-08-07 | 13F | Commerce Bank | 75 007 | 3,96 | 2 588 | 15,69 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 352 | 0,00 | 81 | 12,50 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 16 014 | 2,69 | 553 | 14,29 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 9 496 | −6,42 | 328 | 0,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24 340 | 25,26 | 840 | 39,37 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 10 087 | 0,00 | 348 | 11,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 36 200 | −1,63 | 1 249 | 9,47 | |||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 22 510 | −8,53 | 777 | 1,70 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 712 151 | −27,78 | 24 576 | −19,66 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56 514 | 654,53 | 1 950 | 740,52 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 97 030 | 28,04 | 3 349 | 61,43 | ||||
| 2025-07-31 | 13F | United Community Bank | 1 884 | 0,00 | 65 | 12,07 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 38 661 | 0,00 | 1 334 | 11,18 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 726 495 | −18,18 | 25 071 | −8,97 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 14 486 | 17,15 | 500 | 30,29 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6 137 | 221 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5 876 | 0,00 | 203 | 10,99 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 151 000 | −0,47 | 5 211 | 10,73 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 9 700 | −36,18 | 335 | −29,09 | |||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 42 212 | 8,41 | 1 457 | 20,63 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 8 825 | −12,75 | 305 | −2,88 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 796 | 235 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20 259 | −3,49 | 699 | 7,37 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 035 | 0,00 | 36 | 9,38 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 12 285 | 0,89 | 424 | 12,20 | ||||
| 2025-07-17 | 13F | SWS Partners | 10 843 | 0,58 | 374 | 11,98 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 13 740 | −0,31 | 474 | 11,01 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 61 923 | 0,91 | 2 137 | 12,24 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 263 912 | 9 108 | ||||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 159 873 | −12,12 | 5 517 | −2,23 | ||||
| 2025-07-10 | 13F | Security National Bank | 13 697 | 1,89 | 473 | 13,19 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 87 308 | −5,59 | 3 013 | 5,06 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 7 870 | 272 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10 273 | 9,00 | 355 | 21,23 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 097 | 0,00 | 38 | 8,82 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 71 043 | −8,67 | 2 452 | 1,62 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 309 264 | 31,89 | 10 673 | 46,73 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 109 284 | 14,22 | 4 | 50,00 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3 661 | 0,00 | 126 | 11,50 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 833 | 0,00 | 29 | 12,00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1 075 | 0,00 | 37 | 12,12 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 33 634 | 9,11 | 1 161 | 21,34 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 771 213 | −2,20 | 26 615 | 8,80 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 6 353 | 219 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 126 | 4 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9 622 | 10,53 | 337 | 39,83 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 67 659 | −5,68 | 2 335 | 4,90 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 7 560 | 7,51 | 261 | 19,27 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 7 678 | 0,34 | 265 | 11,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 756 009 | 31,28 | 26 090 | 46,05 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 6 220 | 215 | ||||||
| 2025-05-09 | 13F | Argent Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 246 532 | 1,60 | 8 508 | 13,03 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 180 | 0,00 | 6 | 20,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8 031 | 0,40 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 24 | 9,09 | 1 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 6 063 | −8,74 | 209 | 1,46 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 8 560 | 1,54 | 295 | 28,26 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 600 | 21 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 6 106 | 211 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 121 | −9,97 | 73 | 0,00 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 71 829 | 2 479 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6 290 | −35,61 | 217 | −18,73 | ||||
| 2025-07-10 | 13F | Stolper Co | 36 691 | 0,10 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 10 482 | 2,17 | 362 | 13,52 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 355 | 66,87 | 47 | 84,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 536 | 13,74 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 7 500 | −9,09 | 259 | 1,18 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 43 125 | 1 488 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 24 991 | 1,38 | 862 | 12,83 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 254 611 | −11,35 | 8 787 | −1,38 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 500 | 0,00 | 17 | 13,33 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7 519 | −34,31 | 259 | −27,04 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 155 640 | 2,38 | 5 371 | 13,91 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 23 850 | −2,05 | 823 | 9,01 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 229 452 | 12,03 | 7 918 | 24,63 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 12 677 | −13,67 | 437 | −3,96 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 30 334 | −0,13 | 1 047 | 11,04 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 73 559 | 232,00 | 2 539 | 269,43 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 9 332 | −46,98 | 322 | −40,92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 625 868 | 31,78 | 56 109 | 46,60 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 10 210 | 16,74 | 352 | 29,89 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 92 653 | −1,97 | 3 197 | 9,08 | ||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 19 358 | 33,92 | 668 | 49,11 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 16 490 | −13,64 | 569 | −3,89 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 834 900 | 5,65 | 97 832 | 17,54 | ||||
| 2025-04-24 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 746 664 | 3,07 | 25 767 | 14,67 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 196 702 | 12,33 | 6 788 | 24,96 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 2 000 | 69 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 670 913 | 21,72 | 22 870 | 33,73 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 22 197 | −17,05 | 766 | −7,71 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 919 999 | 11,16 | 66 259 | 23,66 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 148 556 | 5,00 | 5 127 | 16,82 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 407 | 2,26 | 14 | 16,67 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1 489 | 0,00 | 51 | 10,87 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 9 083 | −12,02 | 313 | −2,19 | ||||
| 2025-05-02 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 25 289 | −30,07 | 873 | −22,21 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 84 395 | 4 521,85 | 2 913 | 5 100,00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 677 | 0,00 | 23 | 9,52 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 29 784 | 2,06 | 1 028 | 13,48 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 665 | 0,00 | 23 | 10,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 219 804 | 23,56 | 7 579 | 36,54 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 262 | 0,00 | 44 | 10,26 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8 192 | −2,66 | 283 | 8,05 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 376 | 22,76 | 220 | 36,65 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 12 640 | 0,00 | 436 | 11,22 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 100 | 33,33 | 3 | 50,00 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 33 103 | −2,23 | 1 142 | 8,76 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 24 126 | 833 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 81 586 | 124,45 | 2 816 | 149,78 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20 404 | −4,42 | 704 | 6,34 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 66 613 | −8,71 | 2 299 | 1,55 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 27 835 | −1,85 | 961 | 9,22 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 897 | 56,89 | 756 | 74,77 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 7 459 | 0,00 | 257 | 11,26 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8 985 | −0,83 | 310 | 10,32 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 1 403 | 0,00 | 48 | 9,09 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 3 280 | 113 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 689 | 58 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 39 737 | 2,43 | 1 371 | 13,97 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 13 006 | 39,56 | 449 | 55,02 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 841 599 | −3,83 | 29 044 | 6,99 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 11 925 | 0,45 | 412 | 11,68 | ||||
| 2025-08-12 | 13F | Barings Llc | 25 989 | 897 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 529 934 | 3,20 | 18 288 | 14,82 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 34 570 | −0,97 | 1 193 | 10,17 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 096 | −4,34 | 176 | 6,06 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 10 498 | 0,00 | 362 | 11,38 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 425 924 | 19,51 | 14 699 | 32,19 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 6 070 | 0,00 | 209 | 11,17 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 38 576 | 7,23 | 1 331 | 19,37 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 879 | 0,00 | 99 | 11,24 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 72 194 | −2,67 | 2 491 | 8,30 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 188 436 | −16,49 | 6 503 | −7,10 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 26 263 | 0,00 | 815 | 0,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 580 | −3,66 | 55 | 8,00 | ||||
| 2025-08-12 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 1 232 000 | 37,19 | 42 516 | 52,63 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 9 880 | 100,00 | 341 | 122,22 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3 015 | 1,28 | 104 | 13,04 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 371 470 | 12 819 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 19 826 | 11,60 | 543 | −1,63 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 55 788 | 1,82 | 1 925 | 13,30 | ||||
| 2025-07-31 | 13F | City State Bank | 4 114 | 0,00 | 142 | 11,02 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1 504 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 759 213 | 39,67 | 129 730 | 55,39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 91 688 | 32,25 | 3 164 | 47,16 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 329 412 | −2,24 | 11 368 | 8,76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 500 | 0,00 | 17 | 13,33 | ||||
| 2025-04-17 | 13F | Lockerman Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 947 824 | 1,12 | 137 315 | 13,00 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 13 463 | 0,18 | 465 | 11,54 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 69 848 | −8,49 | 2 410 | 1,82 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 163 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 41 438 | −5,21 | 1 430 | 5,46 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 39 374 | 4,08 | 1 359 | 15,77 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6 300 | 217 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 100 | 38 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 17 147 | 14,43 | 592 | 27,37 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 113 032 | 4,87 | 3 901 | 16,66 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 500 000 | 0,00 | 17 255 | 11,25 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 37 113 | −6,30 | 1 281 | 4,23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 794 652 | 0,63 | 165 458 | 11,95 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 160 | 0,00 | 6 | 25,00 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 8 973 | 3,38 | 310 | 14,87 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 57 934 | −0,81 | 1 999 | 10,38 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 18 974 | 1,09 | 655 | 12,37 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 41 332 | 147,08 | 1 426 | 175,29 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 97 619 | 0,39 | 3 369 | 11,67 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12 975 | 21,79 | 448 | 35,45 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 636 | 56 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 19 308 | 1,10 | 666 | 12,50 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 7 174 | 248 | ||||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 124 153 | 4 285 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 38 351 | 270,58 | 1 323 | 310,87 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 500 | 0,00 | 17 | 13,33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 296 | 0,00 | 217 | 24,71 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 56 210 | 1,12 | 1 940 | 12,47 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14 456 | −5,04 | 499 | 5,51 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24 535 | −0,25 | 847 | 11,02 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 13 517 | 46,54 | 466 | 62,94 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 14 801 | 1,77 | 511 | 13,08 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6 259 | 216 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2 750 | 0,00 | 95 | 10,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 520 | −43,11 | 18 | −32,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 161 313 | 20,40 | 5 546 | 32,66 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 35 951 | 52,30 | 1 241 | 69,40 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 442 463 | 210,72 | 15 269 | 245,69 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 33 433 | −12,33 | 1 154 | −2,45 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2 000 | 0,00 | 69 | 11,29 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 14 642 | 63,40 | 505 | 82,31 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 72 871 | −2,43 | 2 515 | 8,55 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 10 121 | 349 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 19 365 | 0,00 | 601 | 13,21 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 50 845 | −1,80 | 1 755 | 9,22 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 6 388 | 220 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Motco | 41 944 | −0,18 | 1 462 | 12,13 | ||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 47 000 | 1 622 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 80 298 | 12,60 | 2 771 | 25,27 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 11 900 | 411 | ||||||
| 2025-07-23 | 13F | First Merchants Corp | 9 536 | −15,32 | 329 | −5,73 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 008 | 2,34 | 35 | 13,33 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 6 328 | 218 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 25 883 | 52,25 | 893 | 69,45 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 241 627 | 4,48 | 8 | 14,29 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 6 166 | 213 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 12 362 | 0,00 | 427 | 11,23 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 19 407 | −17,38 | 1 | |||||
| 2025-07-24 | 13F | MFA Wealth Services | 7 491 | 0,89 | 259 | 12,17 | ||||
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | TFC Financial Management | 9 860 | 0,00 | 340 | 11,48 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 60 234 | 72,82 | 2 079 | 92,23 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 45 | −87,39 | 2 | −90,91 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 883 947 | 5,31 | 30 505 | 17,16 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 463 440 | 15 993 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 95 455 | −0,68 | 3 294 | 10,50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 987 372 | 15,69 | 34 074 | 28,71 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 47 077 | 10,70 | 1 625 | 23,12 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 165 880 | 18,25 | 5 725 | 31,56 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 68 032 | −12,55 | 2 110 | −0,94 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 017 165 | 0,84 | 242 162 | 12,19 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 11 250 | 27,12 | 388 | 41,61 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 14 248 | 0,00 | 492 | 11,34 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 37 000 | 0,00 | 1 277 | 11,25 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 40 411 | 4,51 | 1 395 | 16,26 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 34 417 | −0,92 | 1 188 | 10,21 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 899 | 66 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 8 657 | 299 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 683 | 2,55 | 24 | 15,00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1 500 | 52 | ||||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 6 290 | 227 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 46 175 | −7,04 | 1 593 | 3,44 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 172 | 75 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 6 020 | −10,58 | 208 | −0,48 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 407 938 | 2 535,60 | 14 078 | 2 832,71 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 20 246 | −2,09 | 699 | 8,89 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 184 141 | 76,24 | 6 355 | 96,05 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 96 680 | 0,02 | 3 336 | 11,27 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 50 | 2 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 204 163 | −10,88 | 7 046 | −0,86 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 30 004 | 19,99 | 1 | |||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 12 652 | 2,33 | 437 | 13,84 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 119 250 | 519,48 | 4 115 | 589,28 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 262 194 | 296,64 | 9 048 | 341,37 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 99 520 | 2,62 | 3 434 | 14,16 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 321 069 | 0,96 | 11 080 | 12,33 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 7 018 | 0,00 | 242 | 11,52 | ||||
| 2025-08-01 | 13F | Trust Investment Advisors | 6 400 | 221 | ||||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 50 897 | 1 804 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 749 392 | 25 862 | ||||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 40 240 | 20,74 | 1 389 | 34,37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 38 834 | −42,96 | 1 340 | −36,52 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 10 225 | 16,34 | 353 | 29,41 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 38 995 | −0,96 | 1 346 | 10,16 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2 211 | −6,63 | 76 | 4,11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 198 803 | 41,72 | 6 861 | 57,66 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Country Trust Bank | 100 | 3 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 14 120 | 487 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 7 650 | 0,00 | 264 | 11,39 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 296 | 2,07 | 10 | 25,00 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 351 438 | −0,80 | 12 128 | 10,35 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18 544 | 1,38 | 640 | 12,70 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10 407 | −11,69 | 359 | −1,64 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 43 260 | 1 | ||||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 57 366 | 0,29 | 1 980 | 11,56 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 30 510 | 1 053 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 29 117 | 2,22 | 1 005 | 13,70 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 8 598 | 0,00 | 297 | 11,28 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 23 888 | 339,04 | 824 | 390,48 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 8 449 522 | 3 243,64 | 242 | −96,91 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 16 613 | 5,80 | 573 | 17,66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 244 714 | 4,81 | 8 445 | 16,61 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 75 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 45 554 | 8,97 | 1 572 | 21,30 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 192 | 0,70 | 248 | 12,22 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 7 180 | 248 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10 699 | 4,36 | 369 | 16,04 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 5 820 | 201 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 45 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 33 580 | −2,25 | 1 159 | 8,73 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 98 838 | 3,34 | 3 547 | 19,59 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 15 396 | −0,65 | 531 | 10,63 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 26 208 | 2,10 | 904 | 13,57 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 79 138 | 15,80 | 2 731 | 28,88 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 39 236 | 1 217 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 2 081 | 0,00 | 72 | 10,94 | ||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 21 729 | −5,69 | 750 | 4,90 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 58 618 | −21,03 | 2 023 | −12,16 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 58 149 | −78,84 | 2 007 | −76,47 | ||||
| 2025-05-06 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 980 | 44,12 | 34 | 57,14 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 6 322 | 218 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 5 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 491 273 | 53,19 | 85 974 | 70,43 |
Other Listings
| MX:IDV |
