Grundläggande statistik
| Institutionella ägare | 734 total, 734 long only, 0 short only, 0 long/short - change of 2,65% MRQ |
| Genomsnittlig portföljallokering | 0.2391 % - change of 3,63% MRQ |
| Institutionella aktier (lång) | 27 996 057 (ex 13D/G) - change of 0,12MM shares 0,42% MRQ |
| Institutionellt värde (lång) | $ 3 554 057 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares S&P Small-Cap 600 Growth ETF (US:IJT) har 734 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 27,996,057 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Fmr Llc, Wells Fargo & Company/mn, UBS Group AG, Pnc Financial Services Group, Inc., LPL Financial LLC, Northwestern Mutual Wealth Management Co, Commonwealth Equity Services, Llc, and Brown Advisory Inc .
iShares Trust - iShares S&P Small-Cap 600 Growth ETF (NasdaqGM:IJT) 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 12, 2025 is 140,82 / share. Previously, on September 16, 2024, the share price was 135,85 / share. This represents an increase of 3,66% 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.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 125 582 | 7,44 | 15 770 | −0,65 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24 506 | −26,05 | 3 260 | −20,97 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4 936 | −2,72 | 657 | 3,96 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 595 | 0,85 | 79 | 8,22 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 219 | 29 | ||||||
| 2025-05-09 | 13F | Commonwealth Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Essex LLC | 2 180 | −3,54 | 290 | 3,20 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 1 895 | −4,73 | 252 | 2,02 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 49 042 | 13,43 | 6 525 | 21,20 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 35 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2 230 | 0,27 | 297 | 7,25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 044 | −0,38 | 804 | 6,49 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 11 007 | −4,69 | 1 464 | 1,88 | ||||
| 2025-05-15 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 277 | −95,36 | 37 | −95,15 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 160 | 0,00 | 21 | 10,53 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 222 | −6,99 | 296 | −0,67 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 4 410 | −27,22 | 587 | −22,28 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 5 557 | −45,21 | 1 | −100,00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 2 450 | −2,00 | 326 | 4,50 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 20 891 | 1,20 | 2 779 | 8,13 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 8 771 | 0,00 | 1 167 | 6,87 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 16 404 | −3,14 | 2 182 | 3,51 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4 078 | −9,24 | 543 | −3,04 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 576 | 0,00 | 77 | 7,04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43 614 | −12,11 | 5 947 | −3,74 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 101 | 0,00 | 137 | −8,05 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 232 439 | −3,97 | 30 924 | 2,62 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 31 374 | 9,88 | 3 906 | 0,41 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 455 | 61 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 5 842 | −21,76 | 777 | −16,36 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 25 784 | 0,00 | 3 430 | 6,85 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2 669 | −3,79 | 355 | 2,90 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 780 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27 804 | 0,30 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 99 920 | −1,24 | 13 293 | 5,53 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 7 617 | 0,00 | 1 013 | 6,86 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3 358 | −3,81 | 447 | 2,76 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 4 718 | 0,00 | 628 | 6,81 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 64 211 | 8 543 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Legend Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 21 | 3 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 747 | −2,73 | 99 | 4,21 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 2 216 | −1,51 | 295 | 5,00 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 4 464 | 0,00 | 594 | 6,85 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 5 857 | −7,16 | 779 | −0,76 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 3 028 | −31,32 | 403 | −26,64 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 51 | 0,00 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10 508 | 2,99 | 1 398 | 10,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 027 | −4,73 | 137 | 1,49 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 5 515 | 0,00 | 734 | 6,85 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 10 481 | −0,55 | 1 394 | 6,25 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 1 506 | 200 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 444 | 0,23 | 59 | 7,27 | ||||
| 2025-05-14 | 13F | First Wilshire Securities Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 411 | 0,00 | 55 | 5,88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 499 359 | −0,98 | 66 | 6,45 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 111 086 | 0,34 | 14 779 | 7,23 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 26 | 3 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5 227 | −18,60 | 695 | −13,02 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 5 157 | −80,25 | 686 | −78,90 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 290 | −4,44 | 1 103 | 2,04 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 411 | 0,00 | 188 | 6,86 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 236 | 0,00 | 31 | 6,90 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 2 545 | 1,03 | 339 | 7,99 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 1 959 | −13,47 | 261 | −7,47 | ||||
| 2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 2 777 | −0,36 | 369 | 6,65 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 355 | 1,73 | 313 | 8,68 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 5 313 | 6,28 | 707 | 13,50 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 2 382 | 0,00 | 317 | 6,76 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4 354 | 57,81 | 579 | 68,80 | ||||
| 2025-04-22 | 13F | Amarillo National Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7 749 | −2,50 | 1 031 | 4,15 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 377 | −6,68 | 50 | 0,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 7 550 | 0,39 | 1 004 | 7,26 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 105 050 | 9,54 | 14 | 18,18 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 4 081 | −2,09 | 543 | 4,63 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2 283 | 0,00 | 304 | 6,69 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 150 | 0,00 | 20 | 5,56 | ||||
| 2025-07-17 | 13F | City Holding Co | 13 694 | 0,00 | 1 822 | 6,87 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 66 038 | −1,12 | 8 787 | 5,66 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 53 093 | 1,13 | 7 063 | 8,06 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 847 | −2,53 | 113 | 3,70 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 86 | 0,00 | 11 | 10,00 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 3 040 | 0,00 | 378 | −8,03 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 20 706 | −5,38 | 2 755 | 1,10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 361 800 | 4,02 | 48 134 | 11,15 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1 100 | 146 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 35 | 40,00 | 5 | 33,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 921 071 | −8,25 | 122 539 | −1,95 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES | 1 806 | 240 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14 180 | −21,77 | 1 886 | −16,40 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 347 | −8,78 | 445 | −2,41 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 33 361 | 0,12 | 4 438 | 6,99 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14 089 | −73,60 | 1 874 | −71,79 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3 794 | 3,75 | 505 | 10,77 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 600 | 0,00 | 80 | 6,76 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 28 560 | 3,10 | 3 800 | 10,18 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 20 023 | −3,11 | 2 664 | 3,54 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 300 | −17,36 | 40 | −13,33 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 154 244 | −0,77 | 20 521 | 6,04 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4 275 | −1,68 | 569 | 4,99 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 280 | 0,00 | 37 | 8,82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 38 379 | 1,24 | 5 106 | 8,18 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 8 382 | −0,57 | 1 115 | 6,29 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 4 696 | 96,40 | 625 | 110,10 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 54 | 0,00 | 7 | 16,67 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 970 | 0,00 | 129 | 7,50 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2 585 | 1,49 | 344 | 8,20 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 25 910 | 6,11 | 3 447 | 13,39 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2 000 | 0,00 | 266 | 6,83 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 587 | 0,00 | 73 | −7,59 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2 501 | −0,40 | 333 | 6,41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 882 693 | −0,75 | 117 433 | 6,06 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 492 | 0,00 | 65 | 6,56 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 8 308 | 0,00 | 1 105 | 6,87 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 122 | 0,00 | 16 | 6,67 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 246 | 5,40 | 299 | 12,45 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 1 888 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 38 717 | −2,86 | 5 151 | 3,79 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 211 | −42,51 | 28 | −37,78 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 53 129 | 23,82 | 7 068 | 32,31 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 30 630 | −1,21 | 4 075 | 5,57 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 810 556 | 1,12 | 107 836 | 8,06 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 739 | 0,00 | 378 | 13,51 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 196 | 0,00 | 26 | 8,33 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5 131 | 0,04 | 683 | 6,90 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 2 804 | 0,00 | 373 | 6,88 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 916 | 0,00 | 122 | 6,14 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 29 714 | −5,29 | 3 953 | 1,20 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4 097 | 95,37 | 545 | 108,81 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2 | 0,00 | 0 | |||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 20 951 | 1,66 | 2 787 | 8,65 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 358 709 | −1,96 | 44 659 | −9,83 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2 583 | −2,93 | 344 | 3,63 | ||||
| 2025-08-08 | 13F | Renasant Bank | 7 824 | −4,68 | 1 041 | 1,86 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 37 071 | 3,41 | 4 932 | 11,16 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 62 292 | −0,61 | 8 287 | 6,22 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 371 280 | 2,32 | 49 395 | 9,34 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 2 255 | 22,22 | 300 | 31,00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 11 963 | 0,02 | 1 592 | 6,85 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 48 502 | −9,29 | 6 453 | −3,08 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 2 320 | 0,00 | 309 | 6,94 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 232 | 0,00 | 31 | 7,14 | ||||
| 2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 47 017 | 2,08 | 6 255 | 9,09 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 400 | 0,00 | 53 | 8,16 | ||||
| 2025-04-16 | 13F | Destiny Capital Corp/CO | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 661 | 0,00 | 88 | 6,10 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 37 329 | −0,54 | 4 966 | 6,29 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 251 | −25,45 | 166 | −20,19 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 091 | −7,49 | 544 | −1,09 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6 837 | −17,08 | 910 | −11,40 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 586 | 0,17 | 78 | 8,33 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9 452 | 15,95 | 1 257 | 23,96 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 535 | −11,57 | 71 | −5,33 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 6 264 | −1,86 | 833 | 4,91 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3 | 0 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 151 | −46,26 | 20 | −47,37 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 023 | 5,76 | 801 | 4,03 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 134 | 0,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 180 | 0,00 | 24 | 4,55 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 224 | 0,00 | 30 | 7,41 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 81 276 | 236,87 | 10 813 | 260,07 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3 067 | 39,98 | 408 | 49,63 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 1 504 | 200 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 25 491 | −16,80 | 3 391 | −11,09 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 11 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5 368 | −6,40 | 714 | −0,14 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 23 373 | 9,98 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 4 330 | 0,19 | 576 | 7,06 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 1 838 | 0,00 | 245 | 7,02 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2 635 | 351 | ||||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 20 140 | −0,69 | 2 679 | 6,14 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3 292 | 0,15 | 438 | 7,09 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 220 049 | 12,50 | 29 275 | 20,22 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 1 600 | 213 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 78 | 47,17 | 10 | 66,67 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 6 881 | 0,00 | 915 | 6,89 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 61 | 0,00 | 8 | 14,29 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 1 633 | 0,00 | 217 | 6,90 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 6 055 | 0,00 | 806 | 9,23 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 22 027 | −4,26 | 2 930 | 2,30 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 103 | 14 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 9 411 | −3,92 | 1 260 | 3,28 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 8 978 | −1,85 | 1 194 | 4,92 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 939 | 1,73 | 125 | 8,77 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 138 428 | −5,99 | 18 418 | 0,46 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 064 | 15,97 | 408 | 24,09 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5 171 | 0,08 | 688 | 7,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 69 288 | −0,76 | 9 | 12,50 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 68 | 0,00 | 9 | 12,50 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 42 119 | −0,37 | 5 774 | 10,17 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 106 082 | 3,18 | 14 113 | 10,27 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 80 | 0,00 | 11 | 11,11 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 500 | 0,00 | 67 | 6,45 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 51 | −94,46 | 7 | −94,74 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 13 345 | −15,56 | 1 775 | −9,76 | ||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 75 000 | 19,05 | 9 978 | 27,22 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 62 510 | 8 316 | ||||||
| 2025-04-21 | 13F | HFG Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | InvesTrust | 16 804 | −0,04 | 2 236 | 6,84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 030 | −13,88 | 137 | −7,43 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 655 | −2,14 | 353 | 4,75 | ||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 999 | −14,76 | 133 | −8,97 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 25 | −96,58 | 3 | −96,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 443 451 | −13,12 | 59 632 | −5,94 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 152 166 | −18,61 | 20 244 | −13,03 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 927 | 0,03 | 389 | 6,87 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 10 522 | 0,23 | 1 407 | 7,65 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 23 249 | 0,64 | 3 093 | 7,55 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 400 | 0,00 | 186 | 12,73 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 2 350 | 0,00 | 313 | 6,85 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 860 | 0,00 | 247 | 6,93 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 168 370 | 1,40 | 22 400 | 8,35 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 6 825 | 1,76 | 931 | 23,67 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 569 | 209 | ||||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 1 650 | 0,00 | 205 | −8,07 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 340 | 0,00 | 45 | 7,14 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 71 | 0,00 | 9 | 12,50 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 17 064 | −0,18 | 2 270 | 6,67 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 47 683 | 6,97 | 6 344 | 14,31 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8 006 | −0,89 | 1 065 | −2,56 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | First Western Trust Bank | 3 158 | −4,45 | 420 | 2,19 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1 140 | 152 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 13 746 | −10,29 | 1 829 | −4,14 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 98 201 | −50,07 | 13 065 | −46,64 | ||||
| 2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 3 628 | 0,00 | 452 | 0,00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 486 | −18,46 | 65 | −13,51 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 2 189 | −12,05 | 291 | −5,83 | ||||
| 2025-05-15 | 13F | Titleist Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 390 | 1,79 | 318 | 8,56 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 8 264 | 0,00 | 1 099 | 6,91 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 859 | 1,25 | 247 | 8,33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 35 380 | 1,89 | 4 707 | 8,86 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 28 163 | −0,84 | 3 747 | 5,94 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 693 | 225 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 291 | 0,00 | 39 | 5,56 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12 175 | 26,69 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 570 | 0,00 | 76 | 7,14 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 20 | 0,00 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 9 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 1 769 | 235 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 6 138 | −72,86 | 817 | −67,76 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 44 241 | 0,00 | 5 886 | 6,84 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3 446 | 0,00 | 458 | 7,51 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 69 | 0,00 | 9 | 12,50 | ||||
| 2025-07-24 | 13F | Conning Inc. | 4 009 | 0,00 | 533 | 6,81 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 87 711 | 4,42 | 11 669 | 11,59 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 1 650 | 220 | ||||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 50 | 0,00 | 7 | 0,00 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 2 500 | 0,00 | 333 | 6,75 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 898 | 0,11 | 119 | 7,21 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 1 688 | 0,12 | 225 | 7,18 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 30 258 | 26,31 | 4 | 100,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 084 | 10,62 | 277 | 18,38 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 3 500 | 466 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2 047 | 0,00 | 272 | 7,09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8 797 | 2,77 | 1 169 | 10,92 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 64 089 | 4,47 | 8 526 | 11,64 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2 659 | 354 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 049 | −21,50 | 406 | −21,66 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 53 800 | 2,50 | 7 158 | 9,53 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 183 | 0,00 | 24 | 9,09 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 6 035 | 9,77 | 803 | 17,25 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 3 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 094 | −10,93 | 279 | −4,79 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 16 922 | 0,00 | 2 251 | 6,89 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1 728 | 230 | ||||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 203 | 0,00 | 27 | 8,00 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 2 288 | 0,00 | 304 | 7,04 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 419 261 | −6,13 | 55 779 | 0,31 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 95 674 | 2,87 | 12 729 | 9,93 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 3 250 | 0,00 | 432 | 6,93 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2 361 | 0,94 | 314 | 7,90 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 98 | 0,00 | 13 | 0,00 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 31 899 | 4 244 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 8 172 | 3,14 | 1 087 | 10,24 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 | −98,98 | 1 | −100,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 187 379 | −4,84 | 24 929 | 1,68 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 2 346 | 0,00 | 312 | 6,85 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1 629 | 0,93 | 217 | 8,00 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 489 | 2,07 | 597 | 9,14 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 1 844 | 0,00 | 245 | 6,99 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1 894 | 252 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 11 | 1 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 652 | 2,16 | 1 417 | 9,17 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 28 606 | −2,57 | 3 806 | 4,10 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 658 | 0,00 | 88 | 7,41 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 471 | 0,00 | 63 | 6,90 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 358 | 0,00 | 48 | 6,82 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 471 121 | 58,96 | 62 678 | 69,87 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 12 301 | −2,83 | 1 637 | 3,81 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 27 764 | 2,89 | 3 694 | 9,94 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 44 456 | −7,10 | 5 914 | −0,72 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 174 | 0,00 | 23 | 9,52 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 688 | 1,54 | 757 | 8,46 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3 519 | 0,00 | 479 | 17,44 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 589 | 51,03 | 78 | 62,50 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 17 042 | 4,99 | 2 267 | 12,23 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 158 279 | 4,92 | 21 057 | 12,12 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 4 196 | 0,00 | 459 | 4,57 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 49 788 | −12,69 | 6 624 | −6,71 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 88 | 0,00 | 12 | 10,00 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 2 106 | 1,84 | 280 | 8,95 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 7 465 | 0,00 | 993 | 6,89 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 64 211 | 8 543 | ||||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 1 834 | 0,22 | 244 | 7,05 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 26 198 | 55,63 | 3 485 | 63,31 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 4 081 | 0,15 | 543 | 6,90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 678 | 3,77 | 2 219 | 10,90 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 105 | 0,00 | 14 | 7,69 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 378 | 0,27 | 50 | 8,70 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 200 | 27 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 4 638 | 226,62 | 1 | |||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2025-03-18 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 27 088 | 3 604 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 3 819 | 0,00 | 508 | 6,95 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 50 | 0,00 | 7 | 0,00 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 5 316 | 29,88 | 707 | 38,90 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 27 364 | −22,64 | 3 641 | −17,33 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 4 414 | 12,17 | 587 | 20,04 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 1 691 | −30,50 | 225 | −25,83 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 1 600 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 443 | −1,94 | 591 | 4,79 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 17 286 | 0,00 | 2 300 | 6,83 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 470 | 0,00 | 63 | 6,90 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 2 488 | −27,78 | 331 | −22,66 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 2 971 | −0,47 | 395 | 6,47 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 31 357 | 4,83 | 4 | 33,33 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 2 300 | 0,00 | 306 | 6,64 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2 288 | 304 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 44 706 | −60,53 | 5 948 | −57,82 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 3 811 | 0,00 | 507 | 6,96 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 2 265 | −1,91 | 301 | 4,88 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 71 204 | 9 473 | ||||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 35 792 | −1,02 | 4 762 | 5,75 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10 381 | 5,26 | 1 381 | 12,55 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 38 | 5 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2 349 | 0,00 | 313 | 6,85 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 390 | 0,00 | 53 | 6,12 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9 887 | −13,46 | 1 315 | −7,52 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 4 443 | −1,16 | 591 | 5,72 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 6 | 20,00 | 1 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 500 | 111,86 | 67 | 127,59 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 16 165 | −3,61 | 2 151 | 3,02 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 13 725 | 2,17 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 | 0 | ||||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 2 600 | 0,00 | 346 | 6,81 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2 234 | −1,50 | 297 | 5,32 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1 422 | −12,33 | 189 | −5,97 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 535 | 71 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 524 | −38,28 | 70 | −34,29 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 3 006 | 72,46 | 401 | 84,79 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2 934 | −0,54 | 390 | 6,27 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5 900 | 785 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 856 | −27,76 | 114 | −23,13 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 2 330 | 0,00 | 310 | 6,55 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 17 158 | −5,32 | 2 283 | 1,15 | ||||
| 2025-04-25 | 13F | Amara Financial, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1 911 | −11,40 | 254 | −5,22 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 2 493 | 4,84 | 332 | 11,82 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 61 125 | −5,26 | 8 132 | 1,25 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 000 | 0,00 | 134 | 7,26 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4 622 | 0,00 | 615 | 6,78 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 398 | −11,05 | 319 | −4,78 | ||||
| 2025-04-10 | 13F | Teamwork Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 2 206 | 294 | ||||||
| 2025-08-12 | 13F | Beaton Management Co. Inc. | 1 640 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 15 000 | −2,43 | 1 996 | 4,23 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1 077 | 0,09 | 143 | 7,52 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 17 686 | −0,22 | 2 353 | 6,62 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 13 560 | 0,00 | 1 804 | 6,87 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8 675 | −0,05 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 67 133 | −0,08 | 8 931 | 6,78 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 600 | 0,00 | 80 | 6,76 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 8 566 | −9,65 | 1 140 | −3,47 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Newton One Investments LLC | 57 471 | −0,33 | 7 646 | 6,51 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 19 652 | 7,07 | 2 614 | 14,40 | ||||
| 2025-08-14 | 13F | Acas, Llc | 6 641 | −1,75 | 933 | 13,09 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 16 001 | 0,00 | 2 129 | 6,83 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 1 083 | −19,54 | 144 | −13,77 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 754 | 0,00 | 100 | 7,53 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 31 197 | 4,07 | 4 150 | 11,20 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 46 646 | 0,47 | 6 206 | 7,35 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14 944 | 959,11 | 1 988 | 1 036,00 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 42 470 | −12,68 | 5 650 | −6,69 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 775 | 11,10 | 1 034 | 18,71 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 745 | −38,19 | 631 | −33,93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58 848 | −0,16 | 7 829 | 6,69 | ||||
| 2025-08-06 | 13F | Simmons Bank | 4 354 | 0,00 | 579 | 6,83 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2 130 | −8,19 | 283 | −1,74 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 1 505 | 200 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2 474 | −4,66 | 329 | 1,86 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 290 | 0,00 | 305 | 6,67 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 4 798 | 0,00 | 638 | 6,87 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 56 276 | 59,23 | 7 487 | 70,14 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 25 179 | −3,47 | 3 350 | 3,14 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 5 805 | −1,61 | 772 | 5,18 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 40 | 0,00 | 5 | 25,00 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 2 300 | 0,00 | 306 | 6,64 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3 938 | 0,00 | 524 | 6,73 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 1 400 | 0,00 | 186 | 6,90 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 2 740 | 0,00 | 365 | 6,74 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 5 038 | 0,00 | 670 | 6,86 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54 067 | 3,42 | 7 | 16,67 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 2 432 | 324 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 3 894 | 0,00 | 518 | 7,02 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 2 800 | −8,20 | 373 | −1,85 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 14 247 | 2,27 | 1 895 | 9,28 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 15 366 | 8,33 | 2 044 | 15,81 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11 017 | 0,48 | 1 466 | 7,40 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 904 | 0,00 | 386 | 6,93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 316 | 4,48 | 973 | 11,71 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 355 990 | 47 361 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 13 377 | 2,34 | 1 780 | 9,34 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 4 901 | 0,00 | 652 | 6,89 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 5 138 | −0,58 | 640 | −8,58 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 7 313 | 0,05 | 973 | 6,93 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 550 | −17,91 | 73 | −12,05 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 4 374 | −16,67 | 582 | −11,03 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1 510 | 201 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 83 | 0,00 | 11 | 10,00 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Capital Square, LLC | 6 643 | 0,00 | 903 | 9,07 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 412 | 49,30 | 720 | 59,42 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 169 | 0,00 | 22 | 4,76 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6 384 | −0,67 | 849 | 6,13 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5 493 | −2,33 | 731 | 4,29 | ||||
| 2025-05-06 | 13F | M1 Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10 312 | 6,03 | 1 372 | 13,31 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 130 | 0,27 | 150 | 7,14 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2 496 | −67,01 | 332 | −64,72 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 271 | 803,33 | 36 | 1 100,00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-08 | 13F | Founders Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 98 169 | 3,23 | 13 060 | 10,31 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 178 | −30,47 | 24 | −25,81 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 115 | 0 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 104 671 | 23,19 | 13 925 | 31,64 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 17 441 | 7,95 | 2 320 | 15,37 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 963 | 0,00 | 128 | 7,56 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4 440 | −47,53 | 591 | −43,97 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1 870 | −25,79 | 249 | −20,77 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 309 | −7,18 | 440 | −0,68 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 16 457 | 5,91 | 2 189 | 13,19 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 3 675 | −9,82 | 489 | −3,75 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 2 625 | 30,60 | 349 | 39,60 | ||||
| 2025-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 10 641 | −3,29 | 1 416 | 3,36 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 10 543 | 38,41 | 1 403 | 52,72 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 12 801 | −0,12 | 1 703 | 6,77 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 6 546 | −0,83 | 871 | 5,97 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 23 008 | −0,14 | 3 061 | 6,69 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 9 911 | −85,01 | 1 319 | −83,99 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 3 119 | 0,00 | 415 | 6,70 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 1 302 | 0,00 | 173 | 6,79 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 250 | 33 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 50 809 | 10,22 | 6 760 | 17,77 | ||||
| 2025-05-15 | 13F | RMB Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 947 | −9,20 | 525 | −2,96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 506 | 15,67 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 270 | 0,00 | 36 | 6,06 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10 616 | −1,77 | 1 412 | 4,98 | ||||
| 2025-05-19 | 13F | Game Plan Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 35 301 | −29,94 | 4 696 | −25,14 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3 774 | −95,43 | 502 | −95,12 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 3 500 | 0,00 | 466 | 6,90 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7 038 | −56,33 | 876 | −59,83 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 4 857 | 646 | ||||||
| 2025-05-12 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1 567 873 | −3,88 | 208 590 | 2,72 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 18 354 | 56,64 | 2 464 | 69,00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 3 755 | −8,30 | 500 | −1,96 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4 590 | −25,00 | 611 | −19,84 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 847 | 9,51 | 1 718 | 17,60 | ||||
| 2025-08-04 | 13F | Cambridge Capital Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10 181 | 1,08 | 1 354 | 8,06 | ||||
| 2025-04-24 | 13F | Holistic Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 2 397 | 6,58 | 319 | 13,98 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 887 | 1,94 | 384 | 9,09 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 2 834 | 0,04 | 377 | 7,10 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 1 750 | 0,00 | 233 | 6,91 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 24 571 | −1,11 | 3 269 | 5,66 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 139 285 | 18 534 | ||||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 10 230 | 0,00 | 1 361 | 6,83 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 24 148 | 551,42 | 3 213 | 596,75 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 1 174 | 643,04 | 156 | 721,05 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 39 | 0,00 | 5 | 25,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 118 | −14,25 | 415 | −8,41 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 8 612 | −20,85 | 1 146 | −15,44 | ||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 22 204 | 2 686 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2 305 | −16,24 | 0 | |||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 344 | 6,85 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 5 305 | −0,11 | 706 | 6,66 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 134 000 | 13 193,65 | 1 | −99,20 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 8 201 | 8,90 | 1 091 | 16,44 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 40 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 64 453 | 169,54 | 8 575 | 188,14 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 364 | −2,93 | 48 | 4,35 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 125 | −46,43 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 20 249 | −14,32 | 2 694 | −8,46 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 001 | 1,20 | 1 064 | 8,13 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 3 338 | −21,94 | 444 | −16,54 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 17 247 | 6,78 | 2 295 | 14,13 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 366 | 4,92 | 182 | 12,42 | ||||
| 2025-08-08 | 13F | Pioneer Trust Bank N A/or | 2 200 | 0,00 | 293 | 6,96 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 019 154 | −2,44 | 268 628 | 4,25 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3 262 | −49,24 | 443 | −42,84 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 57 432 | −53,31 | 7 641 | −50,11 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 484 | 0,00 | 64 | 6,67 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 279 | 0,00 | 37 | 8,82 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 19 476 | −1,29 | 2 591 | 5,50 | ||||
| 2025-04-10 | 13F | Maltin Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Spreng Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 3 504 | 0,00 | 466 | 6,88 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 344 820 | −4,72 | 45 875 | 1,82 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 13 900 | 9,53 | 1 849 | 17,03 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 29 035 | 5,80 | 3 863 | 13,06 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 523 | 0,47 | 1 134 | 7,29 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 1 696 | −2,70 | 226 | 3,69 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2 279 | 25,08 | 303 | 34,07 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 5 000 | 0,00 | 665 | 6,91 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 200 658 | 0,01 | 26 696 | 6,87 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 4 583 | −24,25 | 610 | −19,12 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 3 077 | 0,00 | 409 | 6,79 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 182 966 | 5,23 | 24 342 | 12,45 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 6 015 | −3,48 | 800 | 3,23 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 9 994 | 25,21 | 1 330 | 33,84 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 5 322 | 0,02 | 713 | |||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 518 | 0,19 | 69 | 6,25 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 1 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 3 853 | 0,00 | 513 | 6,89 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 5 963 | 0,02 | 793 | 6,87 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 4 840 | 1,62 | 644 | 8,61 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 36 057 | 3,67 | 4 881 | 12,73 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 106 | 0,00 | 14 | 7,69 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 15 578 | 4,08 | 2 072 | 11,22 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 112 | 0,00 | 15 | 7,69 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2 317 | −1,19 | 0 | |||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | TT Capital Management LLC | 8 555 | 1 073 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 378 | −28,27 | 1 913 | −23,37 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 3 713 | 497 | ||||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 149 | −99,62 | 20 | −99,61 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 200 | 0,00 | 27 | 8,33 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 1 636 | 0,00 | 218 | 6,90 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 3 833 | 0,00 | 510 | 6,71 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 41 675 | −5,31 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 281 | −0,70 | 703 | 6,04 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 38 742 | −0,05 | 5 154 | 6,82 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 187 | 0,00 | 25 | 4,35 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 5 512 | 79,66 | 733 | 92,39 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7 165 | −1,05 | 953 | 5,77 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 8 061 | 1 072 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 7 400 | 60,87 | 984 | 72,03 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 35 675 | −3,90 | 4 746 | 2,71 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2 471 | 0,00 | 329 | 6,84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 143 552 | −2,85 | 19 098 | 3,82 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 546 | 0,00 | 73 | 7,46 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 2 275 | 0,00 | 303 | 6,71 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 607 | −14,78 | 1 278 | −8,91 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | 0,00 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 729 | 230 | ||||||
| 2025-07-10 | 13F | Security National Bank | 2 265 | 0,00 | 301 | 7,12 | ||||
| 2025-07-31 | 13F | United Community Bank | 1 047 | 0,00 | 139 | 6,92 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 4 364 | 1,96 | 1 | |||||
| 2025-08-07 | 13F | Commerce Bank | 6 381 | 0,00 | 849 | 6,80 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 32 867 | 0,45 | 4 373 | 7,34 | ||||
| 2025-04-11 | 13F | Congress Asset Management Co /ma | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 1 571 | 209 | ||||||
| 2025-04-14 | 13F | Old National Bancorp /in/ | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 2 150 | 0,00 | 286 | 7,12 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 913 | 0,00 | 121 | 7,08 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 263 | 0,00 | 35 | 6,25 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 66 020 | −1,98 | 8 938 | 6,58 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 182 377 | −4,88 | 24 264 | 1,64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54 643 | −17,69 | 7 | −12,50 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 49 | 0,00 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6 422 | −1,15 | 854 | 5,69 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 26 757 | −0,26 | 3 560 | 6,56 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 180 | 0,17 | 157 | 7,53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 292 798 | 0,61 | 438 074 | 7,51 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 22 | 0,00 | 3 | 0,00 | ||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 61 441 | −0,83 | 8 | 14,29 | ||||
| 2025-07-31 | 13F | CNB Bank | 164 | 0,00 | 22 | 5,00 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 123 791 | 4,96 | 16 469 | 12,16 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4 269 | −0,23 | 568 | 6,57 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 1 520 | 202 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 139 | −29,69 | 152 | −24,88 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 100 | 0,00 | 13 | 8,33 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3 964 | 4,29 | 527 | 11,42 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 913 | 25,86 | 255 | 34,39 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 62 | 8 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7 608 | 3,20 | 1 012 | 10,36 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 73 707 | −0,02 | 9 806 | 6,83 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 192 | −8,80 | 159 | −2,47 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 314 | −3,74 | 308 | 2,68 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 44 955 | −5,60 | 5 981 | 0,86 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 508 | 0,00 | 63 | −7,35 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 117 480 | −8,53 | 148 669 | −2,26 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 127 | 0,00 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 408 | 0,00 | 54 | 8,00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 53 678 | −7,08 | 7 141 | −0,71 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 20 435 | −2,60 | 2 719 | 4,06 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 28 | 0,00 | 4 | 0,00 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 2 912 | −39,48 | 387 | −35,39 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 6 427 | −13,74 | 855 | −7,87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35 373 | 19,40 | 4 706 | 27,58 | ||||
| 2025-08-14 | 13F | Windsor Advisory Group, LLC | 1 104 | 0,00 | 147 | 6,57 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 6 792 | 0,00 | 904 | 6,86 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 4 769 | 0,00 | 634 | 6,91 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4 913 | −0,81 | 654 | 6,01 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 294 | 0,00 | 39 | 8,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 164 399 | 3,79 | 21 878 | 10,88 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 18 275 | 2 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 13 098 | −36,13 | 1 743 | −31,77 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 73 694 | −10,48 | 9 804 | −4,33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 71 309 | −2,40 | 9 487 | 4,29 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 400 | 0,00 | 53 | 8,16 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 3 379 | 0,00 | 450 | 6,90 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 829 | 0,00 | 110 | 6,80 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 21 932 | 80,60 | 2 918 | 93,05 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 42 550 | 0,00 | 5 661 | 6,85 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 28 934 | −18,76 | 3 849 | −13,19 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 108 | 0,00 | 14 | 7,69 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4 546 | −56,22 | 605 | −53,25 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 58 321 | 6,44 | 7 759 | 13,74 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 076 | −7,49 | ||||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 1 664 | 0,00 | 221 | 6,76 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 160 166 | −0,97 | 21 309 | 5,83 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 1 683 | −50,83 | 224 | −51,84 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 1 921 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15 857 | −15,32 | 2 110 | −9,52 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 8 925 | −4,62 | 1 187 | 1,98 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 112 | −89,35 | 14 | −90,85 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 167 376 | 5,48 | 22 268 | 12,71 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 2 811 | −10,99 | 374 | −5,09 | ||||
| 2025-05-09 | 13F | Geneva Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 2 704 | 0,00 | 360 | 6,85 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 1 820 | −4,01 | 242 | 2,98 | ||||
| 2025-08-12 | 13F | Bokf, Na | 43 162 | −3,54 | 5 742 | 3,09 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 22 702 | −0,29 | 3 020 | 6,56 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 298 748 | 2,45 | 39 746 | 9,47 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 125 080 | −59,46 | 16 641 | −56,68 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7 348 | −9,59 | 978 | −3,36 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 308 | 41 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 64 | 9 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1 895 | −1,30 | 252 | 5,44 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 12 632 | 0,00 | 1 573 | 0,00 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 11 809 | 0,05 | 1 571 | 6,94 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 19 106 | 0,02 | 2 542 | 6,85 | ||||
| 2025-05-14 | 13F | Bedell Frazier Investment Counseling, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Matauro, Llc | 6 865 | −44,38 | 913 | −40,56 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 747 | −25,37 | 99 | −20,16 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 30 063 | 4 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 88 | 12 | ||||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 6 860 | −13,01 | 913 | −7,03 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 22 756 | −3,76 | 3 027 | 2,85 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 256 | 34 | ||||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1 477 | 0,00 | 197 | 7,10 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Motco | 1 781 | 0,00 | 238 | 7,69 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 96 | 0,00 | 13 | 9,09 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 66 | 9 | ||||||
| 2025-08-12 | 13F | Umpqua Bank | 10 680 | 26,74 | 1 441 | 37,27 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 402 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 061 907 | −4,45 | 141 276 | 2,10 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 12 746 | 8,55 | 1 696 | 16,02 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2 000 | −11,11 | 266 | −5,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4 380 | 0,18 | 583 | 6,99 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 104 | 0,00 | 14 | 8,33 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12 334 | −8,19 | 1 641 | −1,85 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 2 240 | 0,09 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 162 | 0,62 | 22 | 5,00 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 6 749 | 0,24 | 898 | 7,04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 86 495 | −1,32 | 11 507 | 5,45 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 6 060 | 0,00 | 806 | 6,90 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 3 859 | −26,38 | 513 | −21,32 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 492 | 0,00 | 465 | 6,91 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 38 | 0,00 | 5 | 25,00 |
Other Listings
| MX:IJT |
