Grundläggande statistik
| Institutionella ägare | 786 total, 784 long only, 0 short only, 2 long/short - change of −2,60% MRQ |
| Genomsnittlig portföljallokering | 0.2306 % - change of −18,46% MRQ |
| Institutionella aktier (lång) | 36 264 218 (ex 13D/G) - change of −3,54MM shares −8,89% MRQ |
| Institutionellt värde (lång) | $ 3 424 222 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares S&P Small-Cap 600 Value ETF (US:IJS) har 786 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 36,264,218 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, Fmr Llc, UBS Group AG, LPL Financial LLC, Prime Capital Investment Advisors, LLC, Modera Wealth Management, LLC, Ameriprise Financial Inc, and Commonwealth Equity Services, Llc .
iShares Trust - iShares S&P Small-Cap 600 Value ETF (ARCA:IJS) 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 16, 2025 is 109,89 / share. Previously, on September 16, 2024, the share price was 106,34 / share. This represents an increase of 3,34% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 4 130 | 3,53 | 411 | 5,67 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 193 | 0,00 | 19 | 11,76 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 11 333 | 20,28 | 1 130 | 23,39 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 3 842 | 0,00 | 382 | 2,14 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2 271 | −88,23 | 226 | −88,03 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1 397 | −26,94 | 139 | −25,81 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 79 329 | 5,37 | 7 774 | −4,88 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 64 518 | 52,86 | 6 419 | 56,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 14 319 | −14,01 | 1 425 | −12,26 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 2 600 | −43,48 | 259 | −42,41 | |||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 3 102 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6 800 | 0,00 | 677 | 2,11 | |||
| 2025-07-16 | 13F | Signaturefd, Llc | 225 | 0,00 | 22 | 4,76 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2 363 | 0,17 | 235 | 2,62 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 246 | 24 | ||||||
| 2025-08-13 | 13F | Sepio Capital, LP | 8 757 | −87,77 | 871 | −87,52 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 24 112 | 17,58 | 2 399 | 19,96 | ||||
| 2025-05-09 | 13F | Commonwealth Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Red Tortoise LLC | 171 | 0,00 | 17 | 0,00 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 1 164 | −3,96 | 116 | −2,54 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4 243 | 0,00 | 422 | 2,18 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 138 | 0,00 | 611 | 2,01 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 4 830 | −10,32 | 481 | −8,57 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5 236 | −22,95 | 521 | −21,45 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 77 392 | −0,69 | 7 700 | 1,36 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 28 927 | −22,37 | 2 878 | −20,79 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11 397 | −5,11 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 10 458 | 3,02 | 1 040 | 5,16 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 4 533 | −30,04 | 451 | −28,68 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 532 | 0,00 | 53 | 1,96 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 273 704 | −35,14 | 28 405 | −30,95 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 198 | 0,00 | 117 | −10,77 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 6 305 | −3,01 | 615 | −12,66 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 6 245 | −21,54 | 621 | −19,87 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 2 292 | 0,00 | 228 | 2,24 | ||||
| 2025-04-28 | 13F | Principal Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 2 788 | 0,00 | 277 | 2,21 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 290 218 | −1,87 | 28 874 | 0,16 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 10 251 | 0,00 | 1 020 | 2,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36 961 | −15,65 | 4 | −25,00 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 22 627 | −0,84 | 2 251 | 1,21 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 11 952 | 108,37 | 1 189 | 112,70 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 200 | 0,00 | 20 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 151 569 | −5,80 | 15 080 | −3,86 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7 256 | −2,62 | 722 | −0,69 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 8 787 | 874 | ||||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 22 282 | 1,98 | 2 217 | 4,09 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 5 266 | 0,00 | 524 | 1,95 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 4 911 | 0,00 | 489 | 2,09 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 280 | 28 | ||||||
| 2025-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 280 | 0,36 | 28 | 0,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3 962 | 0,00 | 0 | |||||
| 2025-05-14 | 13F | Islay Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 10 872 | −0,04 | 1 082 | 1,98 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 5 990 | 0,00 | 596 | 2,06 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 3 085 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 820 | 0,00 | 82 | 2,53 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 3 506 | −2,77 | 349 | −0,85 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 616 | −1,84 | 260 | 0,39 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 11 046 | −8,30 | 1 099 | −6,47 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 342 838 | 2,73 | 34 109 | 4,85 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 561 | 37,29 | 155 | 40,91 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4 707 | 5,97 | 468 | 8,08 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 4 630 | 26,68 | 461 | 29,21 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 654 365 | −4,87 | 65 | −2,99 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 43 914 | −0,62 | 4 369 | 1,42 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 54 054 | 5,50 | 5 378 | 7,67 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 3 314 | −20,76 | 330 | −19,16 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 33 | 3 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 139 916 | −9,47 | 13 920 | −7,60 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 61 394 | 6 108 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5 632 | 560 | ||||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 4 139 | 10,14 | 412 | 12,30 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 100 | 0,00 | 10 | 0,00 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 78 | −83,54 | 8 | −84,78 | ||||
| 2025-08-12 | 13F | Close Asset Management Ltd | 6 201 | 0,00 | 1 | |||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-04-10 | 13F | Watershed Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10 619 | 111,79 | 1 057 | 116,39 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 7 409 | −2,09 | 737 | 0,00 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 87 | 0,00 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9 736 | −26,64 | 969 | −25,12 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 7 816 | 8,92 | 798 | 22,62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5 821 | 0,00 | 579 | 2,12 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 300 861 | 6,84 | 30 | 7,41 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 18 | 2 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 339 | −15,11 | 1 029 | −13,40 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 4 250 | −2,63 | 0 | |||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 1 282 | −28,06 | 128 | −26,59 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2 862 | 0,00 | 285 | 2,16 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 694 | 0,00 | 69 | 2,99 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 52 | 0,00 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 191 | 0,00 | 19 | 5,56 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 570 | −5,09 | 554 | −3,15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14 657 | −76,28 | 1 458 | −75,79 | ||||
| 2025-04-23 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 66 500 | 2,53 | 6 616 | 4,65 | ||||
| 2025-07-17 | 13F | City Holding Co | 13 955 | 0,00 | 1 388 | 2,06 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 618 | 0,00 | 61 | 1,67 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2 013 | 203 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 613 | 0,82 | 61 | 1,69 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 2 785 | 1 533 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 590 875 | −9,92 | 58 786 | −8,06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 655 | −29,04 | 65 | −26,97 | ||||
| 2025-04-10 | 13F | Granite Bay Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 19 839 | 11,62 | 1 974 | 13,91 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 3 351 | −8,39 | 333 | −6,46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 339 292 | −18,62 | 33 756 | −16,94 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 2 453 | 0,00 | 250 | 4,18 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 2 164 | 0,00 | 215 | 2,38 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 26 520 | 4,12 | 2 638 | 6,29 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 9 329 | −0,55 | 928 | 1,53 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 2 697 | 268 | ||||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 300 | 0,00 | 30 | 0,00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 198 | −16,46 | 20 | −17,39 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 60 | 0,00 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 2 113 | −0,89 | 210 | 0,97 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 21 511 | 4,52 | 2 140 | 6,68 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 3 272 | 0,43 | 326 | 2,52 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 4 291 | 0,00 | 427 | 1,91 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 2 596 | 0,00 | 258 | 1,98 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 15 825 | −1,25 | 1 574 | 0,77 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 318 | 0,00 | 32 | 3,33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5 621 | −80,30 | 559 | −79,90 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 58 986 | 3,89 | 5 869 | 6,04 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 44 | 1 366,67 | 4 | |||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 2 149 | −3,63 | 214 | −1,84 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 10 119 | 1,50 | 1 007 | 3,60 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 370 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 5 348 | −5,78 | 532 | −3,80 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 72 802 | 18,07 | 7 243 | 20,52 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 45 036 | 3,34 | 4 481 | 5,46 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 929 734 | 7,47 | 92 499 | 9,69 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 305 | 0,22 | 225 | −10,04 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 4 156 | 0,39 | 413 | 2,48 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 713 | −0,13 | 369 | 1,93 | ||||
| 2025-05-07 | 13F | Brandywine Oak Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 573 | 3,27 | 355 | 5,34 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 26 761 | 2 662 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 11 108 | −2,80 | 1 105 | −0,81 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 76 613 | −0,44 | 7 622 | 1,61 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2 458 | 0,00 | 245 | 2,09 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 3 239 | −1,25 | 322 | 0,94 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 36 169 | −0,07 | 3 598 | 1,98 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 2 098 | −4,72 | 209 | −2,80 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 262 539 | −14,05 | 26 120 | −12,28 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 94 | 0,00 | 9 | 0,00 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 52 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 378 421 | 0,25 | 37 649 | 2,32 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 021 | −1,11 | 301 | 1,01 | ||||
| 2025-05-09 | 13F | Acima Private Wealth, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 2 576 | 0,00 | 256 | 1,99 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3 133 | −3,42 | 312 | −1,58 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 5 510 | −6,48 | 548 | −4,53 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 444 | 0,00 | 44 | 2,33 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 21 307 | −16,11 | 2 120 | −14,38 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 34 337 | 4,33 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 37 061 | −4,67 | 3 687 | −2,69 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 83 379 | 0,59 | 8 128 | −9,72 | ||||
| 2025-08-08 | 13F | Renasant Bank | 9 827 | −4,58 | 978 | −2,59 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 50 | 0,00 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 31 215 | −2,32 | 3 106 | −0,32 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 159 133 | 7,02 | 15 832 | 9,23 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5 512 | 6,88 | 548 | 9,16 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 40 636 | 0,10 | 4 043 | 2,15 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 14 350 | 0,01 | 1 428 | 2,07 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 494 648 | −66,41 | 49 213 | −65,72 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 67 222 | −0,79 | 7 077 | 13,03 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 244 | 0,00 | 24 | 4,35 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 567 | 0,00 | 56 | 1,82 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | St. Louis Trust Co | 20 020 | −43,83 | 1 992 | −42,69 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 187 | −21,75 | 417 | −28,40 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 5 864 | −1,35 | 583 | 0,69 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 5 580 | 0,27 | 555 | 2,40 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 781 | −0,84 | 177 | 1,14 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 88 133 | −0,82 | 8 768 | 1,22 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 129 257 | −1,71 | 12 860 | 0,32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 221 | 21,54 | 420 | 23,96 | ||||
| 2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 55 947 | 3,55 | 5 566 | 11,52 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 317 | 0,00 | 32 | 3,33 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 3 528 | 0,00 | 351 | 2,33 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 118 | 0,00 | 12 | 10,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 11 738 | 1 168 | ||||||
| 2025-04-25 | 13F | Saxon Interests, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 22 814 | 5,13 | 2 270 | 7,28 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 358 | 0,56 | 36 | 2,94 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6 661 | −13,54 | 663 | −11,73 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 3 466 | 0,00 | 345 | 2,08 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 91 876 | −16,56 | 9 141 | −14,84 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 550 | 0,00 | 55 | −8,47 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 25 361 | 510,37 | 2 523 | 522,96 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 168 | 0,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 4 247 | 0,00 | 423 | 2,18 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 8 834 | 86,61 | 879 | 90,46 | ||||
| 2025-04-16 | 13F | Destiny Capital Corp/CO | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 224 | 0,00 | 23 | 4,76 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 53 831 | 8,78 | 5 356 | 11,03 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 4 395 | −0,43 | 437 | 1,63 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 89 359 | 0,83 | 8 890 | 2,92 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 255 | 0,00 | 125 | 1,64 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 2 200 | 0,00 | 219 | 1,87 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 5 340 | 0,00 | 531 | 7,71 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 531 818 | 15,78 | 52 911 | 18,17 | ||||
| 2025-04-22 | 13F | Petra Financial Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 18 319 | 13,36 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 42 259 | 6,18 | 4 | 33,33 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 3 968 | 0,00 | 395 | 2,07 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8 400 | −23,62 | 836 | −22,11 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 4 567 | 9,89 | 454 | 12,10 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 100 | 0,00 | 10 | 0,00 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 9 581 | −15,93 | 953 | −14,14 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 46 224 | −9,31 | 4 599 | −7,45 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4 898 | 487 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 728 | 0,00 | 470 | 2,17 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 9 800 | 0,00 | 975 | 2,09 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 60 806 | 15,10 | 6 050 | 17,48 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 51 045 | −4,68 | 5 078 | −2,72 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 563 | 7,65 | 56 | 12,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3 944 | −23,18 | 392 | −21,60 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1 549 | 283,42 | 154 | 294,87 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 649 | −5,76 | 463 | −3,75 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 21 263 | −15,78 | 2 115 | −14,06 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 6 000 | 0,00 | 597 | 2,05 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 66 | 0,00 | 7 | 0,00 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 5 795 | 125,49 | 577 | 130,40 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 33 686 | −22,31 | 3 | −25,00 | ||||
| 2025-05-07 | 13F | Bellwether Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 325 179 | −0,69 | 32 353 | 1,36 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 4 500 | −1,29 | 448 | 0,68 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 114 | −46,48 | 11 | −45,00 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1 173 | 0,00 | 117 | 1,75 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 5 200 | 0,15 | 517 | 2,17 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 22 936 | −0,09 | 2 282 | 1,97 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 1 330 | −1,99 | 132 | 0,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 297 | 0,34 | 30 | 3,57 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 72 086 | −1,47 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 3 257 | −1,33 | 324 | 0,93 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 488 | 0,62 | 49 | 2,13 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 14 148 | 0,00 | 1 408 | 2,03 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 12 582 | −10,54 | 1 252 | −8,69 | ||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 31 000 | 40,91 | 3 084 | 43,84 | ||||
| 2025-05-30 | NP | New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES | 1 500 | 146 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3 084 | −4,04 | 307 | −2,24 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 22 | −97,61 | 2 | −97,75 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 468 | 1,04 | 842 | 3,19 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 1 797 | −32,67 | 179 | −31,54 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 672 573 | −27,07 | 66 913 | −25,58 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 2 978 | 2,51 | 296 | 4,59 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 172 767 | −0,46 | 17 189 | 1,60 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 2 646 | −2,86 | 263 | −0,75 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 310 | 0,00 | 31 | 0,00 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 4 075 | −11,12 | 405 | −9,19 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 25 887 | −3,26 | 2 575 | −1,27 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2 818 | 0,07 | 280 | 11,11 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 43 940 | 0,00 | 4 372 | 2,05 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 111 | −3,48 | 11 | 0,00 | ||||
| 2025-07-02 | 13F | InvesTrust | 30 426 | −3,22 | 3 027 | −1,21 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20 257 | −11,81 | 2 015 | −19,21 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 150 | 0,00 | 15 | 0,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 972 | 0,00 | 97 | 2,13 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 2 479 | 1,89 | 247 | 3,80 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 5 169 | 0,00 | 514 | 2,19 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1 203 | 0,00 | 120 | 1,71 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 115 | −12,55 | 111 | −11,29 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 90 | 0,00 | 9 | 0,00 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 4 100 | 0,32 | 400 | −11,53 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 264 124 | −9,00 | 26 278 | −7,13 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 45 102 | −18,16 | 4 487 | −16,47 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 5 970 | 0,00 | 594 | 2,07 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 70 990 | 10,35 | 7 063 | 12,63 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 955 | 0,00 | 95 | 2,15 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 100 | −74,87 | 10 | −76,32 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 42 | 0,00 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 10 488 | −1,64 | 1 043 | 0,38 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 14 156 | 0,00 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 601 | 0,00 | 358 | 1,99 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 872 | 485 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Conning Inc. | 5 041 | 0,00 | 502 | 2,04 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 6 912 | −0,33 | 688 | 1,78 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 380 | 512,90 | 38 | 516,67 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 8 787 | 874 | ||||||
| 2025-04-23 | 13F | Mill Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 65 120 | −17,62 | 6 479 | −15,92 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 216 588 | 1,19 | 21 548 | 3,27 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 105 200 | 1,14 | 10 466 | 3,24 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 90 | 0,00 | 9 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 385 | 0,14 | 138 | 2,24 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 11 947 | −3,80 | 1 217 | 0,58 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 430 | 0,00 | 0 | |||||
| 2025-04-11 | 13F | Perkins Coie Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 102 728 | 10 | ||||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 4 370 | 0,32 | 435 | 2,36 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 797 | 6,27 | 184 | 10,91 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 7 900 | 0,00 | 786 | 1,95 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2 085 | −10,48 | 207 | −8,81 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4 717 | 116,38 | 469 | 121,23 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 004 | −23,70 | 498 | −25,38 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 20 105 | −11,80 | 2 000 | −9,99 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 93 458 | 6,39 | 9 298 | 8,58 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 81 403 | −3,99 | 8 099 | −2,01 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 000 | 0,00 | 204 | 4,10 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 175 | 0,00 | 17 | 0,00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3 598 | −1,02 | 358 | 0,85 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 765 | 0,60 | 2 165 | 2,66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 550 | −42,65 | 55 | −41,94 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 24 285 | −11,46 | 2 416 | −9,61 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 2 453 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 2 881 | −94,88 | 287 | −94,79 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 6 270 | 0,00 | 624 | 1,96 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 9 073 | 3,67 | 903 | 5,74 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 8 890 | −5,67 | 884 | −3,70 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 332 | 0,00 | 33 | 3,13 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 180 975 | 0,91 | 18 005 | 2,99 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 595 125 | −8,73 | 59 209 | −6,84 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 33 691 | −50,20 | 3 352 | −49,19 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 9 845 | 0,00 | 979 | 2,09 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2 434 | 1,67 | 242 | 3,86 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 51 066 | 1 674,97 | 5 081 | 1 714,29 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 114 | 0,00 | 11 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 81 195 | −10,54 | 8 078 | −8,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 319 | −98,10 | 32 | −98,10 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2 188 | 2,53 | 218 | 4,83 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 4 336 | 0,00 | 431 | 2,13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 794 | 1,45 | 1 074 | 3,77 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 2 122 | 211 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1 271 | 0,00 | 126 | 2,44 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 15 470 | 6,34 | 1 539 | 8,53 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 35 560 | −4,13 | 3 538 | −2,16 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 20 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1 323 | −22,72 | 132 | −21,08 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 15 346 | −6,90 | 1 527 | −4,98 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 29 713 | 3,36 | 3 011 | 7,46 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 37 486 | −11,62 | 3 730 | −9,80 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 672 | −6,40 | 564 | −4,41 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 108 548 | 684,93 | 10 799 | 701,11 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 350 | 0,00 | 35 | 0,00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 250 | 124 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 953 | 14,41 | 95 | 16,05 | ||||
| 2025-04-01 | 13F | Trust Co of the South | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 20 842 | 1,79 | 2 074 | 3,86 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 19 155 | −4,12 | 1 988 | 12,20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 531 | 0,13 | 152 | 2,01 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 112 540 | 11,30 | 11 197 | 13,60 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 8 712 | 0,00 | 867 | 2,00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 21 047 | −0,72 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 141 373 | −5,18 | 14 065 | −3,23 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 57 209 | 7,45 | 5 557 | 5,77 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 8 387 | 5,06 | 834 | 7,20 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6 246 | 621 | ||||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 52 954 | 91,79 | 5 268 | 95,76 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 7 | −88,14 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 760 | 64,15 | 573 | 67,54 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 4 284 | 0,00 | 426 | 2,16 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7 979 | 0,00 | 828 | 19,31 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Cim, Llc | 2 404 | −24,57 | 239 | −22,90 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 276 415 | −4,00 | 27 501 | −2,02 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 145 095 | −13,12 | 14 435 | −11,32 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 9 492 | 944 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 9 496 | 0,00 | 945 | 2,05 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 3 902 | −35,72 | 388 | −34,35 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 2 250 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Kendall Capital Management | 6 229 | 8,48 | 620 | 10,73 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26 993 | −41,37 | 2 686 | −40,25 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 3 810 | −3,40 | 379 | −1,30 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 36 835 | 5,70 | 3 665 | 7,89 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5 202 | 51,97 | 518 | 55,26 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 75 954 | 3,70 | 7 557 | 5,84 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 55 654 | 6,85 | 6 | 0,00 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 8 702 | −2,09 | 866 | −0,12 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 19 131 | 56,89 | 1 903 | 60,19 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 | −85,71 | 0 | |||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 8 250 | 0,01 | 821 | 1,99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 201 | 30,12 | 119 | 33,71 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 436 | 0,00 | 45 | 4,76 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 400 | 0,00 | 40 | 2,63 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 3 196 | −13,32 | 318 | −11,70 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3 032 | 0,00 | 302 | 2,03 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 4 803 | 7,76 | 478 | 9,91 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 48 956 | −16,64 | 4 871 | −14,93 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3 807 | 0,26 | 379 | 2,16 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 44 963 | 70,31 | 4 473 | 73,84 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 025 | 912,61 | 599 | 932,76 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 19 460 | −1,82 | 1 936 | 0,21 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 28 765 | −6,45 | 2 862 | −4,54 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 46 194 | −0,51 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 176 | 0,00 | 117 | 2,63 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4 716 | −1,07 | 469 | 1,08 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 13 799 | −1,46 | 1 373 | 0,51 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 47 151 | −8,54 | 4 691 | −6,65 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 26 076 | −2,22 | 2 594 | −0,19 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 20 900 | 0,00 | 2 079 | 2,06 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 300 | 229 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 100 776 | 0,68 | 10 026 | 2,76 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 6 635 | 0,00 | 660 | 2,17 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 3 059 | −3,84 | 304 | −1,94 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2 702 | 0,00 | 269 | 1,90 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 659 | 0,00 | 66 | 1,56 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 13 243 | 11,33 | 1 318 | 13,63 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 59 309 | −7,47 | 5 901 | −5,55 | ||||
| 2025-04-25 | 13F | Amara Financial, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 43 141 | −24,32 | 4 292 | −22,75 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 2 762 | 0,04 | 275 | 1,86 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 2 030 | 202 | ||||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 11 065 | −9,95 | 1 101 | −8,10 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 10 080 | 0,00 | 1 003 | 2,04 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 26 671 | 59,98 | 2 654 | 63,26 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 7 120 | −48,55 | 708 | −47,48 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 923 | −15,78 | 92 | −14,15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 72 716 | 0,38 | 7 234 | 2,45 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 2 249 | 224 | ||||||
| 2025-07-14 | 13F | Baring Financial LLC | 22 132 | 6,66 | 2 202 | 8,85 | ||||
| 2025-05-15 | 13F | Aprio Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Acas, Llc | 9 729 | −1,39 | 1 048 | 15,31 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 250 | 0,00 | 124 | 2,48 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 53 282 | 4,28 | 5 301 | 6,45 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 50 431 | 1,43 | 5 017 | 3,53 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 30 599 | −11,46 | 3 044 | −9,65 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 6 090 | 0,43 | 606 | 2,37 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 38 774 | −14,85 | 3 858 | −13,09 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 604 | 0,00 | 60 | 3,45 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 124 | 12 | ||||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 8 633 | 0,00 | 859 | 2,02 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 163 | −10,20 | 414 | −8,20 | ||||
| 2025-04-30 | 13F | Sharper & Granite LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 60 | 0,00 | 6 | 0,00 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 21 384 | −13,59 | 2 127 | −11,82 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 450 | 0,00 | 45 | 2,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 132 | 0,00 | 13 | 8,33 | ||||
| 2025-07-15 | 13F | Home Federal Bank Of Tennessee | 84 378 | 0,43 | 8 395 | 2,49 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 6 890 | 0,00 | 685 | 2,09 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 2 945 | 0,00 | 293 | 1,74 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 189 520 | −13,06 | 18 855 | −11,27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36 520 | 1,51 | 3 633 | 3,59 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 211 | −50,00 | 21 | −48,78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 151 037 | −50,24 | 114 517 | −49,21 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 43 758 | 5,56 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 26 | 0,00 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 71 867 | −12,65 | 7 150 | −10,85 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 9 443 | −1,34 | 964 | 3,33 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8 892 | −9,29 | 885 | −7,43 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 | 0,00 | 0 | |||||
| 2025-05-15 | 13F | Vivaldi Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 220 | −0,17 | 818 | 1,87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 25 117 | 4,65 | 2 499 | 6,80 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 24 223 | 2,68 | 2 410 | 4,78 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 14 281 | −0,52 | 1 421 | 1,50 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 45 035 | 4,93 | 4 481 | 7,13 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 865 | 0,00 | 86 | 2,38 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 4 746 | −0,15 | 472 | 1,94 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 80 671 | 8 026 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 3 169 | −39,64 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2 050 | 204 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1 058 | −25,81 | 105 | −24,46 | ||||
| 2025-05-13 | 13F | Journey Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | M1 Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 3 325 | 0,00 | 324 | −10,25 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11 046 | 0,72 | 1 099 | 2,71 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 150 | −25,00 | 15 | −26,32 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 6 118 | −9,47 | 609 | −7,60 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 3 376 | −27,85 | 336 | −26,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 90 | 0,00 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 2 649 | −4,71 | 264 | 3,14 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 27 449 | 113,96 | 2 731 | 118,40 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 6 887 | −0,23 | 685 | 1,93 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 5 424 | 0,43 | 540 | 2,47 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 29 481 | 306,80 | 2 933 | 315,44 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 5 594 | 6,74 | 557 | 9,02 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 867 | 0,43 | 186 | 2,21 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 18 402 | 0,00 | 1 831 | 2,06 | ||||
| 2025-04-24 | 13F | Jeppson Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 79 431 | 25,67 | 7 903 | 28,26 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 3 324 | −1,39 | 331 | 0,61 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 691 | 0,00 | 69 | 1,49 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 40 021 | −1,17 | 3 982 | 0,86 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 44 | −63,93 | 4 | −63,64 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 4 784 | −3,28 | 476 | −1,45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 62 927 | −3,24 | 6 261 | 5,16 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 15 303 | −3,59 | 1 523 | −1,62 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 20 266 | 2,22 | 2 016 | 4,35 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 2 763 | 3,83 | 275 | 5,79 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 146 374 | 12,11 | 14 563 | 14,42 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 114 | 0 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 6 848 | −0,32 | 681 | 1,79 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 25 611 | 0,00 | 2 548 | 2,08 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 2 330 | −10,56 | 232 | −8,70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 4 121 | −2,42 | 410 | −0,49 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 541 | −5,76 | 4 232 | −3,82 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 8 436 | −19,08 | 839 | −17,42 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 2 469 | −44,52 | 241 | −50,31 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 4 862 | 0,02 | 484 | 2,11 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 4 322 | 0,02 | 430 | 2,14 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 335 | 33 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 150 | 0,00 | 15 | 0,00 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 11 349 | 12,79 | 1 157 | 32,11 | ||||
| 2025-04-29 | 13F | Sharp Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 10 706 | 0,00 | 1 163 | 0,00 | ||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 480 | −0,21 | 48 | 2,17 | ||||
| 2025-05-06 | 13F | Benningfield Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 2 896 | 0,38 | 288 | 2,49 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 9 333 | 1,07 | 929 | 3,11 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35 936 | −10,44 | 3 575 | −8,59 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 1 538 | 0,00 | 153 | 2,68 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 55 065 | −18,96 | 5 478 | −17,29 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3 565 | −94,54 | 355 | −94,44 | ||||
| 2025-05-05 | 13F | Foundry Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 39 692 | −28,36 | 3 949 | −26,89 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 52 | 0,00 | 5 | 0,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45 601 | 5,34 | 4 599 | 9,01 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 2 264 | 7,10 | 225 | 9,22 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 9 761 | 12,29 | 971 | 14,64 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 750 | −31,19 | 75 | −30,19 | ||||
| 2025-08-07 | 13F | Nwam Llc | 18 153 | 1,57 | 1 850 | 6,20 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 8 350 | 286,04 | 831 | 295,24 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 61 | 0,00 | 6 | 20,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 4 193 | −1,92 | 417 | 0,24 | ||||
| 2025-05-07 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 522 | −11,97 | 52 | −10,53 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 52 385 | −3,52 | 5 212 | −1,55 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6 187 | 616 | ||||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 3 538 | −36,63 | 352 | −35,48 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 14 011 | 0,07 | 1 394 | 2,13 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 51 726 | 0,15 | 5 146 | 2,29 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 456 | −3,43 | 742 | −1,46 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 3 495 | 348 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5 546 | 2,51 | 552 | 4,55 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 724 | 8,38 | 72 | 10,77 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 43 706 | 8,68 | 4 348 | 10,92 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 984 | 0,00 | 98 | 2,11 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2 840 | −6,33 | 283 | −4,41 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6 061 | 8,12 | 603 | 10,44 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 7 896 | 786 | ||||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 32 068 | 5,40 | 3 190 | 7,59 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 10 069 | −2,52 | 1 002 | −0,50 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 12 950 | −13,26 | 1 288 | −11,48 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 12 919 | 1,25 | 1 285 | 3,38 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 5 043 | 0,00 | 502 | 2,04 | ||||
| 2025-08-13 | 13F | Systematic Financial Management Lp | 5 | 25,00 | 0 | |||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 13 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 1 547 | 154 | ||||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 526 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 2 196 | 218 | ||||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 144 | 0,00 | 14 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 225 907 | 342 183,33 | 22 478 | 374 533,33 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 031 | 5,25 | 501 | 7,53 | ||||
| 2025-08-08 | 13F | King Wealth | 14 754 | −2,53 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 260 | −16,60 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 501 | 14,65 | 50 | 16,67 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 205 | −13,87 | ||||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 7 328 | −2,36 | 729 | −0,27 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 3 485 | −16,45 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 117 868 | 9 846,67 | 1 | −99,13 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 3 584 | 0,31 | 357 | 2,30 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 16 861 | 8,88 | 1 677 | 11,13 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2 560 | −51,14 | 255 | −50,20 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13 117 | −33,80 | 1 305 | −32,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 6 914 | 5,27 | 717 | 24,48 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 79 860 | −2,21 | 7 945 | −0,19 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 2 583 | 281 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 9 572 | −0,30 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 96 518 | −46,12 | 9 603 | −45,01 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 248 243 | 2,17 | 24 698 | 4,28 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 45 801 | −52,57 | 4 557 | −51,59 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 5 037 | −5,74 | 501 | −3,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 264 442 | 1,28 | 324 779 | 3,37 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 63 178 | 0,95 | 6 557 | 7,48 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 2 257 | 1,44 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 289 | −19,94 | 29 | −20,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 17 718 | 2 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 25 036 | 1,17 | 2 491 | 3,23 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 371 916 | −12,49 | 37 002 | −10,68 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 237 | −9,54 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 849 875 | 19,59 | 84 554 | 22,05 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 43 363 | −56,24 | 4 314 | −55,33 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 268 | 0,00 | 27 | 0,00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7 227 | 46,38 | 719 | 49,48 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 148 729 | 52,65 | 14 797 | 55,81 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1 151 | −18,71 | 115 | −17,39 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 33 | 3,12 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 12 905 | 0,00 | 1 284 | 2,07 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 3 230 | 53,96 | 321 | 57,35 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 14 678 | 1,99 | 1 460 | 4,14 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 86 | 0,00 | 9 | 0,00 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 7 031 | 7,56 | 716 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 19 | 0,00 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 10 881 | −8,88 | 1 083 | −7,04 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 9 486 | 4,75 | 944 | 6,92 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7 441 | −2,52 | 740 | −0,54 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 100 | 0,00 | 10 | 0,00 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 8 237 | −20,03 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 72 511 | −43,88 | 7 214 | −42,72 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 3 243 | 2,34 | 323 | 4,55 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 36 419 | −7,64 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 194 | 0,19 | 616 | 2,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 6 200 | −29,55 | 617 | −28,12 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56 659 | 25,35 | 5 637 | 27,94 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 8 999 | −23,11 | 895 | −21,49 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 18 116 | 0,67 | 1 802 | 2,74 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 3 530 | 0,00 | 351 | 2,03 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 81 | 0,00 | 8 | 14,29 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 40 831 | −0,31 | 4 062 | 1,60 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Old National Bancorp /in/ | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Everest Management Corp. | 10 283 | 0,00 | 1 023 | 2,10 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 2 189 | −26,64 | 218 | −25,17 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 23 613 | 2 349 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5 957 | 1,19 | 593 | 3,32 | ||||
| 2025-05-08 | 13F | Cordatus Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 415 | 0,24 | 41 | 2,50 | ||||
| 2025-04-22 | 13F | Register Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 20 784 | 50,13 | 2 068 | 53,22 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5 475 | 0,83 | 545 | 2,84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 198 678 | 0,07 | 19 767 | 2,13 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 608 | 0,00 | 60 | 1,69 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 2 540 | −1,01 | 253 | 0,80 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4 628 | −23,07 | 482 | −12,39 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 35 050 | 1,11 | 3 487 | −7,36 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 15 921 | −0,91 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 7 590 | −16,55 | 755 | −14,79 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 40 219 | 1,65 | 4 001 | 3,76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 564 530 | 3,08 | 354 635 | 5,21 | ||||
| 2025-05-12 | 13F | First Western Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 2 100 | 0,00 | 209 | 1,96 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 2 481 | −57,06 | 247 | −56,31 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4 461 | −77,82 | 444 | −77,40 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7 182 | 715 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 3 806 | 0,00 | 379 | 2,16 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 765 | −0,43 | 275 | 1,85 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1 260 | 0,00 | 125 | 2,46 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 46 212 | −1,06 | 4 777 | 4,94 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 3 309 | 0,03 | 329 | 2,17 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 37 150 | 60,85 | 3 696 | 64,19 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 25 487 | −5,33 | 2 536 | −3,39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 225 686 | −8,18 | 22 454 | −6,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 103 510 | −5,38 | 10 | 0,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 29 363 | −26,77 | 2 921 | −25,26 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 80 647 | 0,71 | 8 024 | 2,78 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 293 | −3,62 | 29 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 49 061 | 709,59 | 4 881 | 724,49 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 120 | 0,00 | 12 | 0,00 | ||||
| 2025-08-28 | NP | VYSVX - Vericimetry U.S. Small Cap Value Fund | 2 010 | 0,00 | 200 | 2,05 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 100 | 0,00 | 10 | 0,00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 2 304 | 0,00 | 229 | 2,23 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 876 | 6,47 | 187 | 8,77 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 5 014 | −1,96 | 499 | 0,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 11 833 | −15,97 | 1 177 | −14,21 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 394 | 0,00 | 38 | −9,52 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 12 780 | 0,17 | 1 272 | 2,25 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 300 | 0,00 | 30 | 0,00 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7 872 | −1,25 | 783 | 0,77 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 408 | −0,73 | 339 | 1,50 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 28 125 | −6,52 | 2 798 | −4,57 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 9 660 | −6,73 | 961 | −4,76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 165 946 | −23,42 | 16 526 | −21,83 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 8 644 | −9,32 | 860 | −7,53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 39 473 | −0,11 | 3 927 | 1,95 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 2 614 | 260 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 855 227 | −3,47 | 85 087 | −1,48 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13 151 | 374,94 | 1 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 67 174 | −13,17 | 6 683 | −11,38 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 2 155 | 0,05 | 214 | 1,90 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 533 | 0,00 | 53 | 3,92 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 15 376 | −1,78 | 1 533 | 0,72 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 21 620 | 0,00 | 2 151 | 2,04 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 180 | 0,00 | 18 | −10,53 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 52 240 | −1,16 | 5 197 | 0,87 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 3 576 | 0,06 | 356 | 2,01 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16 344 | 63,11 | 1 626 | 66,60 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 199 510 | −2,16 | 19 849 | −0,14 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 307 | 0,00 | 130 | 2,36 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 12 773 | −6,47 | 1 271 | −4,51 | ||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 14 748 | −1,01 | 1 467 | 1,03 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 221 205 | 17,55 | 22 008 | 19,97 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 45 418 | 0,00 | 4 519 | 2,06 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 2 573 | −9,11 | 256 | −7,27 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 5 527 | 3,62 | 550 | 5,78 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 441 | −11,27 | 243 | −9,70 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 18 603 | 0,06 | 1 851 | 2,10 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 440 | −10,33 | 243 | −8,68 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3 585 | 8,31 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 35 700 | 3 552 | |||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 17 460 | −48,86 | 1 811 | −40,25 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 3 759 | −15,91 | 374 | −14,25 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 16 100 | 1 602 | |||||
| 2025-05-08 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 660 | 0,00 | 165 | 2,48 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15 558 | 4,92 | 1 548 | 7,06 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 5 855 | 0,00 | 571 | −10,24 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 127 215 | 12,02 | 12 657 | 14,33 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 6 114 | −0,81 | 608 | 1,33 | ||||
| 2025-05-15 | 13F | Marquette Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 13 414 | 0,00 | 1 335 | 2,07 | ||||
| 2025-08-12 | 13F | Bokf, Na | 87 268 | −2,40 | 8 682 | −0,38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 194 367 | −0,13 | 19 338 | 1,94 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 6 037 | 0,00 | 601 | 2,04 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 61 | 0,00 | 6 | 20,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Fairman Group, LLC | 252 | −37,62 | 25 | −41,86 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 3 032 | 302 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 79 | 8 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 6 756 | 0,00 | 672 | 2,13 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 303 | 30 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 760 | 14,98 | 83 | 28,13 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 910 | −2,68 | 290 | −0,69 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 56 267 | 0,00 | 5 485 | 0,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 084 | 0,82 | 307 | 2,68 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 7 298 | 0,15 | 726 | 2,25 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 862 | 5,18 | 285 | 7,17 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 3 060 | −14,76 | 304 | −12,89 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 39 418 | 1,07 | 3 922 | 3,13 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6 735 | −5,26 | 670 | −3,18 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4 008 | −49,88 | 416 | −46,73 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 7 713 | 0,03 | 767 | 2,13 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 3 509 | 46,57 | 349 | 49,79 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1 715 | 0,00 | 171 | 1,80 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5 135 | −9,72 | 511 | −7,94 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 317 | 0,00 | 32 | 3,33 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 3 695 | −7,51 | 368 | −5,66 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 323 263 | −4,46 | 131 651 | −2,49 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 17 900 | 60,87 | 1 847 | 70,39 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 779 | −7,78 | 177 | −6,38 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 27 629 | 2,21 | 2 749 | 4,29 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 430 | 43 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 668 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 3 115 | −7,26 | 310 | −5,50 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 644 | 0,00 | 64 | 3,23 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 330 573 | −15,09 | 32 889 | −13,34 | ||||
| 2025-04-14 | 13F | Camelot Technology Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 2 701 | 0,19 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 11 736 | 0,13 | 1 168 | 2,19 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 040 281 | −4,47 | 103 498 | −2,50 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 969 | 0,31 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 297 | 44,52 | 925 | 47,53 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 110 | 0,00 | 11 | 0,00 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 1 524 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 11 234 | 0,43 | 1 118 | 2,48 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 1 283 | 0,16 | 132 | 6,45 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4 469 | −0,18 | 445 | 1,83 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 3 320 | 20,46 | 330 | 22,68 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 70 139 | 234,33 | 6 978 | 241,22 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 19 906 | −9,12 | 1 980 | −7,26 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 288 | −86,81 | 29 | −86,79 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 4 696 | −1,18 | 0 | |||||
| 2025-05-13 | 13F | Covenant Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 6 374 | −18,57 | 634 | −16,91 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 804 | 0,00 | 80 | 1,28 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 2 238 | −0,09 | 0 | |||||
| 2025-08-12 | 13F | Integras Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 136 544 | −31,24 | 13 585 | −29,83 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 5 242 | −50,39 | 522 | −49,42 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 155 | 125,59 | 115 | 132,65 | ||||
| 2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 3 916 | −13,80 | 390 | −11,99 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 2 608 | −5,88 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 281 | −0,26 | 525 | 1,74 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 26 570 | 0,17 | 2 643 | 2,24 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 282 | 0,00 | 28 | 3,70 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10 892 | −0,12 | 1 084 | 19,01 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 2 238 | 223 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 733 | −0,04 | 670 | −8,48 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 2 419 | −3,39 | 241 | −1,64 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 105 | 0 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 46 790 | 1,90 | 4 655 | 4,00 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 128 | 0,00 | 13 | 0,00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 2 099 | 209 | ||||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 2 526 | 0,00 | 251 | 2,03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 607 573 | −3,83 | 60 447 | −1,85 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 2 925 | 0,00 | 285 | 0,00 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 6 801 | −66,21 | 677 | −65,53 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 2 637 | 262 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 55 688 | 5,33 | 5 540 | 7,51 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 112 023 | −5,69 | 11 153 | −3,50 | ||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 2 819 | 0,00 | 280 | 2,19 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 2 071 | −2,59 | 206 | −0,48 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 29 932 | 14,35 | 2 978 | 16,70 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 147 294 | −0,72 | 14 654 | 1,33 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 88 873 | −1,89 | 8 842 | 0,12 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 5 781 | 0,00 | 575 | 2,13 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 6 242 | 0,00 | 621 | 2,14 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 8 567 | 0,00 | 852 | 2,04 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 644 | 0,00 | 64 | 3,23 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17 940 | 1 785 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5 302 | −5,24 | 527 | −3,30 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 2 176 | −1,36 | 217 | 0,47 | ||||
| 2025-07-18 | 13F | Vicus Capital | 5 618 | −2,02 | 559 | 0,00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3 510 | −3,31 | 349 | −1,13 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 35 234 | −0,19 | 3 505 | 1,86 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 25 703 | 4,76 | 2 557 | 6,94 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 8 411 | 0,65 | 837 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 355 716 | −12,93 | 35 390 | −11,14 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 856 | 0,00 | 185 | 2,22 | ||||
| 2025-08-14 | 13F | Michelson Medical Research Foundation, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 110 | 0,00 | 11 | 0,00 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 250 | 0,00 | 0 | |||||
| 2025-05-15 | 13F | Keel Point, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 388 | 0,00 | 39 | 2,70 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 4 134 | −27,78 | 411 | −26,34 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 2 051 | 0,05 | 204 | 2,51 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 12 908 | 7,93 | 1 284 | 10,21 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 333 | 49,33 | 33 | 57,14 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2 345 | −57,21 | 233 | −56,37 | ||||
| 2025-04-21 | 13F | Means Investment Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 4 384 | 0,48 | 442 | 4,00 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 1 013 | −65,82 | 101 | −68,85 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3 482 | 0,00 | 346 | 2,06 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 45 700 | 0,00 | 4 547 | 2,07 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 158 403 | −7,86 | 15 760 | −5,96 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 9 474 | −11,94 | 943 | −10,11 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 199 | 36,30 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 36 | 4 | ||||||
| 2025-07-23 | 13F | Equitable Trust Co | 4 896 | −42,99 | 487 | −41,82 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 81 936 | −1,27 | 8 152 | 0,77 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 16 573 | 19,80 | 1 649 | 22,26 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 559 | 0,00 | 56 | 1,85 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 545 | −96,10 | 751 | −96,02 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 672 | 1,20 | 67 | 3,13 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 37 315 | −3,53 | 3 712 | −1,54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 310 458 | 11,25 | 30 945 | 14,08 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 13 178 | −6,40 | 1 311 | −4,45 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 5 491 | −27,78 | 546 | −26,32 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 6 303 | −3,73 | 627 | −1,72 | ||||
| 2025-04-21 | 13F | Kentucky Trust Co | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 302 | 31 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 111 | 11 000,00 | 11 | −8,33 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 105 | 0,00 | 10 | 0,00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 900 | 0,00 | 90 | 2,30 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 2 201 | −0,99 | 219 | 0,93 | ||||
| 2025-04-21 | 13F | Roman Butler Fullerton & Co | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 051 | −9,19 | 403 | −7,14 | ||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 57 636 | 48,24 | 5 734 | 51,33 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 7 185 | −3,36 | 715 | −1,38 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 2 611 | 1,67 | 260 | 3,60 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 348 | 0 | ||||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 2 563 | 0,12 | 255 | −8,27 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 8 221 | 0,00 | 818 | 2,00 |
Other Listings
| MX:IJS |
