Grundläggande statistik
| Institutionella ägare | 368 total, 368 long only, 0 short only, 0 long/short - change of 1,65% MRQ |
| Genomsnittlig portföljallokering | 0.5634 % - change of −0,55% MRQ |
| Institutionella aktier (lång) | 21 697 232 (ex 13D/G) - change of −0,28MM shares −1,29% MRQ |
| Institutionellt värde (lång) | $ 1 609 833 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Morningstar Mid-Cap Growth ETF (US:IMCG) har 368 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 21,697,232 aktier. Största aktieägare inkluderar LPL Financial LLC, Ameriprise Financial Inc, Morgan Stanley, Raymond James Financial Inc, Northwestern Mutual Wealth Management Co, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Commonwealth Equity Services, Llc, Avantax Advisory Services, Inc., DWAW - AdvisorShares Dorsey Wright FSM All Cap World ETF, and UBS Group AG .
iShares Trust - iShares Morningstar Mid-Cap Growth ETF (ARCA:IMCG) 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 19, 2025 is 82,65 / share. Previously, on September 20, 2024, the share price was 72,12 / share. This represents an increase of 14,60% 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.
AI+ Ask Fintel’s AI assistant about iShares Trust - iShares Morningstar Mid-Cap Growth ETF.
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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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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Money Concepts Capital Corp | 17 239 | 1,42 | 1 383 | 13,92 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16 655 | −3,98 | 1 346 | 7,95 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 6 058 | −16,65 | 486 | −6,36 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 266 | 19 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7 443 | −2,83 | 1 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29 136 | −3,73 | 2 338 | 8,14 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 2 634 | −27,50 | 211 | −18,53 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 3 483 | 0,00 | 249 | −5,70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 8 347 | 13,70 | 670 | 27,67 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 336 | 27 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 28 251 | −3,08 | 2 266 | 8,84 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3 000 | 0,00 | 241 | 12,15 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 11 856 | −41,96 | 951 | −34,82 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17 039 | −2,46 | 1 367 | 9,62 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 18 115 | 4,18 | 1 453 | 16,99 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 56 | 0,00 | 5 | 0,00 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 172 391 | 6,78 | 13 831 | 19,93 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4 735 | 0,15 | 380 | 12,46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 520 | −18,17 | 451 | −6,24 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 848 | 31,06 | 148 | 48,00 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 11 520 | 0,00 | 924 | 12,41 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 7 710 | 21,04 | 619 | 35,82 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 31 410 | 23,01 | 2 520 | 38,23 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4 680 | 20,68 | 376 | 35,38 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2 562 | 206 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 623 | 31,16 | 50 | 48,48 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 19 563 | 280,01 | 1 570 | 327,52 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2 524 | 203 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 2 682 | −19,44 | 215 | −9,28 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 58 989 | −0,47 | 4 733 | 11,79 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 35 027 | 1,93 | 2 810 | 14,51 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3 569 | 286 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 572 | 0,00 | 206 | 12,57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 613 744 | 0,22 | 49 | 13,95 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 805 | −0,85 | 225 | 11,94 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5 020 | 0,02 | 403 | 12,29 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 232 | 0,00 | 19 | 12,50 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 774 | 0,00 | 62 | 12,73 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 47 656 | −0,31 | 4 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 285 | 264 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 18 682 | −9,17 | 1 499 | 1,97 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 255 | 0,00 | 20 | 11,11 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 78 321 | −2,90 | 6 367 | 10,50 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 5 250 | 0,00 | 421 | 11,97 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 186 218 | 1,26 | 15 | 7,69 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2 827 | −11,16 | 227 | −0,44 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 48 249 | −2,74 | 3 871 | 9,26 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 831 | −1,11 | 307 | 11,23 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 127 | 10 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 9 317 | 8,22 | 748 | 21,66 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10 948 | −16,35 | 878 | −5,89 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 23 769 | −4,05 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 48 | 0,00 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6 254 | −32,61 | 502 | −24,32 | ||||
| 2025-08-07 | 13F | Nwam Llc | 51 918 | −0,18 | 4 264 | 14,78 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 460 | −7,44 | 37 | 2,86 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 52 | 4 | ||||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 5 450 | −18,05 | 437 | −8,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 30 694 | 1,58 | 2 463 | 14,09 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 33 274 | −32,42 | 2 685 | −20,05 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 1 752 | 0,00 | 141 | 12,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3 160 | 0,00 | 254 | 12,44 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4 959 | 398 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 222 | 0,00 | 18 | 13,33 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 48 | 0,00 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 781 778 | 7,57 | 62 722 | 20,82 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 486 | −3,26 | 119 | 9,17 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 316 | 0 | ||||||
| 2025-04-10 | 13F | Trinity Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 556 | 0,19 | 125 | 12,73 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 37 684 | 6,85 | 3 023 | 20,01 | ||||
| 2025-08-14 | 13F | Betterment LLC | 24 515 | 10,67 | 2 | 0,00 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 4 844 | 774,37 | 389 | 894,87 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12 187 | −2,35 | 978 | 9,65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10 839 | −7,14 | 1 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 5 289 | 0,00 | 424 | 12,47 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 13 037 | 74,81 | 1 046 | 96,43 | ||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 2 209 | 177 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 7 318 | 16,21 | 587 | 30,73 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 5 727 | 2,01 | 459 | 14,46 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4 469 | 18,29 | 359 | 33,09 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14 816 | 4,50 | 1 189 | 17,39 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 5 113 | −11,91 | 410 | −0,97 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 91 | −46,15 | 7 | −41,67 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 9 898 | −6,43 | 794 | 5,17 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 2 871 | 0,00 | 230 | 12,20 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3 479 | 0,00 | 249 | −5,34 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 726 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 784 | 143 | ||||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 3 786 | 0,00 | 304 | 12,22 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 3 750 | 0,00 | 301 | 12,36 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 2 865 | 0,00 | 230 | 12,25 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 63 638 | 403,78 | 5 106 | 465,96 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 16 168 | 274,35 | 1 297 | 321,10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 890 | −0,03 | 312 | 12,64 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 87 601 | 40,50 | 7 | 75,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16 239 | 5,22 | 1 303 | 18,15 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 14 525 | 0,00 | 1 165 | 12,34 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15 633 | −6,61 | 1 254 | 4,94 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 364 | 0,00 | 29 | 16,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 192 487 | −7,12 | 15 | 7,14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 133 487 | 6,08 | 171 170 | 19,14 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6 925 | 556 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 102 | 2,47 | 329 | 15,44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 331 524 | 16,54 | 26 598 | 30,90 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1 300 | 0,00 | 104 | 13,04 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 241 | 0,00 | 19 | 11,76 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 128 055 | 37,29 | 10 274 | 54,20 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19 942 | 0,00 | 1 600 | 12,29 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 255 590 | 37,99 | 20 506 | 54,99 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 136 006 | 9,02 | 10 912 | 22,44 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 19 450 | −10,30 | 1 560 | 0,78 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 28 849 | 3,31 | 2 355 | 16,82 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 32 840 | −9,20 | 2 635 | 1,97 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 2 535 | 203 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4 130 | −4,60 | 331 | 7,12 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 15 076 | 0,00 | 1 210 | 12,36 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 2 923 | −2,14 | 235 | 9,86 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 11 509 | −1,70 | 923 | 10,41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 29 443 | −3,61 | 2 362 | 8,30 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 7 981 | −0,27 | 640 | 12,08 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 51 809 | −1,50 | 4 157 | 10,62 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4 148 | −73,45 | 333 | −70,25 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 21 290 | 1,27 | 1 708 | 13,79 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 4 065 | 0,17 | 330 | 22,68 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 40 603 | 5,26 | 3 281 | 18,40 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10 358 | −6,57 | 831 | 5,06 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 972 592 | 3,14 | 78 031 | 15,85 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 400 | 0,00 | 32 | 14,29 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 20 764 | 7,03 | 1 666 | 20,22 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 25 509 | −2,20 | 2 047 | 9,82 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 68 994 | 8,09 | 5 535 | 21,41 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 123 000 | 0,00 | 8 786 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 303 | −32,67 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 647 | 13,36 | 211 | 26,51 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9 164 | 0,00 | 735 | 12,39 | ||||
| 2025-05-23 | NP | DWAW - AdvisorShares Dorsey Wright FSM All Cap World ETF | 537 602 | −1,67 | 38 401 | −7,01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 300 933 | −10,08 | 24 144 | 1,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 19 723 | −14,86 | 1 582 | −4,35 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 719 | 43,80 | 58 | 62,86 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 182 | 15 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 774 | −7,35 | 383 | 4,08 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 19 582 | −7,73 | 1 571 | 3,70 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 151 | −39,84 | 12 | −33,33 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8 945 | −0,20 | 718 | 12,03 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 550 | 0,00 | 44 | 12,82 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 15 267 | 11,81 | 1 225 | 25,54 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 56 | 0,00 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 15 293 | −22,18 | 1 227 | −12,62 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 652 | 0,00 | 133 | 11,86 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7 820 | 5,52 | 627 | 18,53 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7 201 | −5,78 | 578 | 5,87 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 4 536 | 0,18 | 364 | 12,38 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3 776 | 303 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 49 020 | 19,53 | 3 933 | 34,24 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 18 101 | −16,72 | 1 461 | −5,86 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 76 543 | 14,02 | 6 141 | 28,07 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 720 | 0,14 | 58 | 11,76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 541 319 | −0,88 | 43 430 | 11,33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 109 080 | 8,24 | 8 751 | 21,58 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 377 337 | −19,49 | 30 275 | −9,57 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 5 689 | 2,71 | 456 | 15,44 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 4 477 | 359 | ||||||
| 2025-05-15 | 13F | Promethium Advisors,llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 2 638 | 212 | ||||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 6 750 | 0,00 | 541 | 15,85 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 517 | 0,00 | 42 | 13,89 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 32 709 | 128,13 | 2 624 | 142,51 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 42 409 | 0,17 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 299 | −0,29 | 687 | 15,88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 6 823 | 40,97 | 547 | 58,55 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 92 614 | 4,83 | 7 | −99,89 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 3 746 | 0,11 | 301 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 105 | 0,00 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 130 413 | 6,52 | 10 463 | 19,65 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4 454 | −88,72 | 357 | −87,34 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 4 950 | 0,00 | 397 | 12,46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 870 | −34,95 | 792 | −26,96 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 29 730 | 0,00 | 2 385 | 12,34 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 2 954 | −21,06 | 244 | −5,06 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 11 114 | 0,00 | 892 | 12,36 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 139 361 | −3,77 | 11 | 10,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13 849 | −7,17 | 1 111 | 4,32 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 497 | 200 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 453 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 4 913 | −95,98 | 394 | −95,49 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3 503 | −3,37 | 281 | 8,91 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 964 | 3,22 | 479 | 16,02 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 888 | 0,00 | 71 | 12,70 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 9 795 | −19,12 | 786 | −9,25 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 412 119 | −30,65 | 33 064 | −22,10 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5 597 | −18,85 | 449 | −8,74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 439 102 | −7,77 | 35 229 | 3,59 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 2 720 | 218 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 146 812 | −49,83 | 11 779 | −43,65 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 4 027 | −3,03 | 326 | 9,80 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 9 914 | 2,34 | 795 | 15,05 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2 544 | −5,74 | 204 | 6,25 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 3 360 | 0,00 | 270 | 12,08 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 36 298 | 2 912 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 344 483 | 7,10 | 27 638 | 20,30 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 098 | 83 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 76 060 | 6 102 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11 830 | −23,68 | 949 | −14,27 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 41 564 | −0,37 | 3 | 50,00 | ||||
| 2025-05-14 | 13F | Voisard Asset Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 4 819 | −0,39 | 387 | 11,88 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 38 140 | 1,27 | 3 060 | 13,72 | ||||
| 2025-07-16 | 13F | American National Bank | 2 512 | 202 | ||||||
| 2025-04-17 | 13F | Bouvel Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 5 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 96 | 0,00 | 8 | 16,67 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 21 251 | −1,24 | 1 705 | 10,87 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 7 558 | 0,00 | 606 | 12,43 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 122 662 | −0,96 | 9 603 | 11,22 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 8 534 | −8,92 | 685 | 2,24 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 9 504 | 13,12 | 763 | 27,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 74 | 155,17 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 9 797 | −14,90 | 786 | −4,38 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 4 601 | 0,07 | 369 | 12,50 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 39 091 | −1,75 | 3 136 | 10,34 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 405 015 | 32 494 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 402 123 | −11,33 | 32 254 | −0,45 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 342 | 0,00 | 27 | 12,50 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 613 | 29,32 | 49 | 48,48 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4 706 | 12,88 | 378 | 26,94 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 608 | 209 | ||||||
| 2025-05-06 | 13F | Black Swift Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22 344 | 0,00 | 1 793 | 12,28 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 7 155 | 0,00 | 574 | 12,33 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 14 877 | 85,22 | 1 194 | 108,20 | ||||
| 2025-07-09 | 13F | First Bank & Trust | 9 425 | 21,63 | 756 | 36,71 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 295 906 | −1,38 | 23 741 | 10,76 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 27 499 | 0,04 | 2 206 | 12,38 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 3 500 | −30,00 | 281 | −21,57 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 9 515 | −55,01 | 763 | −49,47 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 2 790 | −15,38 | 224 | −5,11 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6 006 | −21,55 | 482 | −11,90 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 493 | 19,26 | 441 | 33,74 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 80 414 | 4,47 | 6 452 | 26,09 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 112 897 | 3,64 | 9 058 | 16,40 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 48 213 | 0,85 | 3 868 | 13,30 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 325 | 3,61 | 748 | 16,51 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 14 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 61 708 | 1,53 | 4 951 | 14,03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 471 | −2,66 | 359 | 9,15 | ||||
| 2025-04-15 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 5 516 | −0,61 | 443 | 11,62 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 46 | 0,00 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 7 566 | 607 | ||||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 276 | 0,00 | 22 | 15,79 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 55 966 | 5,54 | 4 489 | 18,73 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3 423 | 275 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 151 145 | −0,00 | 12 126 | 9,98 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 111 569 | 1,47 | 8 951 | 13,98 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 22 163 | −2,23 | 1 778 | 9,82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11 491 | −5,63 | 922 | 5,98 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 635 237 | 3,62 | 50 965 | 16,39 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 63 | 5 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 120 266 | −0,20 | 9 749 | 13,26 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 289 | 27,02 | 665 | 42,70 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 53 862 | −0,13 | 4 321 | 12,18 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 34 120 | 1,46 | 2 737 | 13,95 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 742 | −40,73 | 60 | −33,71 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 990 | −2,94 | 320 | 8,11 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 4 500 | 0,00 | 361 | 12,46 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 627 | −24,18 | 50 | −15,25 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 842 | 0,04 | 228 | 11,76 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 119 309 | 12,31 | 9 699 | 44,10 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 487 645 | −18,64 | 119 391 | −8,62 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2 856 | −3,25 | 229 | 9,05 | ||||
| 2025-07-31 | 13F | City State Bank | 2 148 | 0,00 | 172 | 12,42 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 387 221 | 5,90 | 31 067 | 19,04 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 10 930 | 0,00 | 877 | 12,31 | ||||
| 2025-09-03 | 13F | American Trust | 93 044 | 7 465 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 31 642 | 13,06 | 2 539 | 26,96 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 258 | 903 | ||||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 89 169 | 34,23 | 7 154 | 50,80 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 410 | −61,59 | 514 | −56,88 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 17 664 | −0,67 | 1 417 | 11,57 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 18 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 4 438 | 17,47 | 359 | 33,09 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6 088 | −5,20 | 488 | 6,55 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 4 748 | 0,74 | 381 | 13,10 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3 182 | 255 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 350 | −11,39 | 28 | 0,00 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 26 005 | −0,15 | 2 | 100,00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 6 519 | −4,05 | 523 | 7,84 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 514 | 0,19 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21 015 | 6,38 | 1 686 | 19,57 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 78 555 | 2,09 | 6 303 | 14,67 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 210 | 0,00 | 17 | 6,67 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 187 680 | 16,64 | 15 058 | 31,01 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 42 350 | 24,50 | 3 398 | 39,85 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 215 | −1,77 | 178 | 9,94 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 53 862 | 4 321 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 22 429 | −4,11 | 1 799 | 7,72 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3 352 | 269 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 420 | 0,00 | 34 | 10,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 091 | 5,93 | 489 | 34,07 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 40 | 0,00 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 8 404 | −1,30 | 674 | 10,86 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 30 804 | 3,99 | 2 471 | 10,46 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17 653 | 57,52 | 1 406 | 76,19 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 014 690 | 4,53 | 81 409 | 17,41 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 18 166 | −7,76 | 1 457 | 3,63 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 15 083 | −0,84 | 1 210 | 23,47 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 3 065 | 0,07 | 246 | 12,39 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 96 377 | 0,74 | 7 732 | 13,16 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 23 | 76,92 | 2 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 42 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2 596 | 208 | ||||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 3 880 | 0,00 | 311 | 12,27 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 121 | 0,00 | 10 | 12,50 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 2 856 | −0,04 | 0 | |||||
| 2025-08-12 | 13F | Chaney Capital Management, Inc. | 50 816 | 9,22 | 4 077 | 22,66 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 076 | 86 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 479 | 0,00 | 279 | 12,50 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 34 053 | 138,23 | 2 732 | 167,58 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10 882 | −23,68 | 873 | −14,24 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 2 094 | 0,00 | 168 | 12,75 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 204 815 | 4,96 | 16 432 | 17,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 37 845 | −7,38 | 3 036 | 4,04 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 9 531 | −25,79 | 765 | −16,68 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 6 300 | 0,00 | 505 | 16,63 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 3 623 | −1,71 | 291 | 10,27 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 37 304 | 2 993 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 12 198 | −3,63 | 979 | 8,19 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 63 701 | 26,89 | 5 111 | 42,54 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 1 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Verde Capital Management | 63 803 | 7,71 | 5 119 | 20,96 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 13 681 | 6,31 | 1 098 | 19,37 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 195 304 | 5,88 | 15 669 | 18,92 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 9 657 | 0,31 | 775 | 12,66 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 354 086 | 7,57 | 28 670 | 25,40 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 226 108 | 1,20 | 18 141 | 13,67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21 558 | 9,23 | 1 730 | 22,71 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 15 589 | −1,51 | 1 251 | 10,62 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 95 356 | −15,51 | 7 650 | −5,10 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 97 082 | −4,87 | 7 789 | 6,85 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 16 892 | 5,38 | 1 355 | 18,34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 131 523 | 2,15 | 10 552 | 14,75 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 3 684 | 296 | ||||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 73 823 | −0,43 | 5 273 | 16,71 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 240 | 0,00 | 19 | 11,76 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 3 845 | 0,18 | 308 | 12,41 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 6 312 | −0,11 | 1 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 3 800 | −60,42 | 305 | −55,62 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 18 019 | −6,69 | 1 446 | 4,79 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 17 070 | −2,54 | 1 369 | 7,29 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 38 840 | −5,81 | 3 116 | 0,06 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 4 630 | −18,31 | 371 | −8,17 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 83 628 | −18,34 | 6 709 | −8,27 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 60 | 0,00 | 5 | 0,00 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 455 | 197 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 186 218 | 1,26 | 14 940 | 13,73 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3 555 | 0,88 | 285 | 13,55 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 60 957 | 176,00 | 4 891 | 210,08 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 66 253 | 91,63 | 5 315 | 115,27 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 78 | 0,00 | 6 | 20,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5 295 | −2,11 | 425 | 9,84 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 11 336 | −3,16 | 909 | 8,73 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 87 639 | −0,28 | 7 031 | 12,01 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 18 488 | −0,40 | 1 483 | 11,92 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 94 763 | 6,71 | 7 603 | 19,85 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Bonfire Financial | 21 716 | −0,48 | 1 742 | 11,81 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 4 385 | 0,00 | 352 | 12,14 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 985 | 3,29 | 400 | 15,99 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 52 | 4 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 221 | −7,15 | 258 | 4,45 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 273 347 | −0,90 | 21 961 | 11,47 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 2 884 | 231 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 3 385 | 0,00 | 272 | 12,45 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 3 281 | 261 | ||||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 400 | −20,00 | 32 | −8,57 |
