Grundläggande statistik
| Institutionella ägare | 808 total, 808 long only, 0 short only, 0 long/short - change of 5,05% MRQ |
| Genomsnittlig portföljallokering | 0.6189 % - change of −0,44% MRQ |
| Institutionella aktier (lång) | 118 765 815 (ex 13D/G) - change of 2,48MM shares 2,13% MRQ |
| Institutionellt värde (lång) | $ 17 396 413 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Core S&P U.S. Growth ETF (US:IUSG) har 808 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 118,765,815 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Jones Financial Companies Lllp, Envestnet Asset Management Inc, Ronald Blue Trust, Inc., Merit Financial Group, LLC, Jpmorgan Chase & Co, Raymond James Financial Inc, and UBS Group AG .
iShares Trust - iShares Core S&P U.S. Growth ETF (NasdaqGM:IUSG) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 11, 2025 is 162,32 / share. Previously, on September 12, 2024, the share price was 127,86 / share. This represents an increase of 26,95% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 71 890 | −0,24 | 10 812 | 18,07 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11 532 | 447,32 | 1 734 | 549,44 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 11 164 | −0,91 | 1 679 | 17,33 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 4 115 | −18,08 | 619 | −3,13 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 143 128 | 11,64 | 21 527 | 32,13 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 1 462 | 220 | ||||||
| 2025-08-07 | 13F | Cvfg Llc | 1 610 | 242 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1 745 | 262 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 278 | 56,18 | 42 | 86,36 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2 667 | −8,26 | 401 | 8,67 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 45 089 | −25,75 | 6 781 | −12,12 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 246 106 | 7,20 | 37 014 | 26,87 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 1 342 | 202 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 2 525 | 380 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 330 | −6,91 | 350 | 10,06 | ||||
| 2025-05-06 | 13F | WMG Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 279 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 237 423 | 1,30 | 35 708 | 19,89 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 6 133 | −1,67 | 922 | 16,41 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 451 | −24,96 | 57 | −31,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 315 986 | 5,88 | 197 924 | 25,30 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 0 | 0 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 111 591 | 2,23 | 17 417 | 31,75 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 37 130 | −25,82 | 5 584 | −19,94 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 4 602 | −1,65 | 692 | 16,50 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 120 719 | 1,01 | 18 156 | 19,33 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 1 504 | 226 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1 469 | −18,52 | 221 | −3,93 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5 331 | 802 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 8 190 | −13,70 | 1 232 | 2,16 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 333 | 0,00 | 50 | 19,05 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 1 956 | 0,05 | 298 | 15,95 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 3 646 | 0,03 | 430 | −17,18 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 655 396 | 4,23 | 98 572 | 23,35 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 250 337 | 6,21 | 37 651 | 25,70 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2 638 | 0,00 | 397 | 18,21 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3 678 | −21,39 | 553 | −6,90 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 2 017 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | First American Trust, Fsb | 10 220 | 0,00 | 1 537 | 18,41 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 89 745 | −2,11 | 13 617 | 16,88 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 29 392 | 0,20 | 4 421 | 18,59 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 26 181 | 0,00 | 3 938 | 18,33 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 127 084 | 4,65 | 19 113 | 23,85 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 456 | 69 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3 955 | 0,00 | 595 | 18,33 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 915 | 138 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 2 627 | 7,31 | 395 | 27,01 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 21 024 | 8,43 | 3 162 | 28,33 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1 723 | −0,17 | 260 | 18,26 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9 500 | 1 429 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 26 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1 457 | −29,72 | 230 | −14,18 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 6 959 | 33,60 | 1 047 | 58,25 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2 062 | 0,10 | 310 | 18,77 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 752 | 6,52 | 113 | 26,97 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2 471 | −1,51 | 372 | 16,67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 34 315 | −0,87 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 660 | −53,70 | 250 | −45,27 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2 692 | 21,48 | 405 | 43,77 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 9 384 | 3,33 | 1 412 | 22,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 13 644 205 | 4,32 | 2 052 088 | 23,46 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 28 704 | 4,51 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 73 999 | 7,07 | 11 129 | 26,73 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 41 143 | 6 188 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 85 913 | −16,13 | 12 921 | −0,75 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 7 963 | 13,55 | 1 198 | 34,34 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 181 076 | 3,62 | 27 234 | 22,63 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 229 873 | 18,42 | 34 576 | 40,16 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 26 995 | 2,29 | 4 060 | 21,09 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 156 | 110,81 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 408 133 | 4,61 | 61 383 | 23,81 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 834 | 2,45 | 1 329 | 21,28 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 37 639 | −4,06 | 5 661 | 13,54 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12 174 | 0,00 | 1 831 | 18,29 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 10 409 | 0,00 | 1 566 | 18,38 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 1 550 | −9,25 | 233 | 7,37 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 975 369 | 4,78 | 297 095 | 24,01 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7 605 | 0,00 | 1 144 | 7,93 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 352 | 0,14 | 955 | 18,49 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 5 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | DDFG, Inc | 263 827 | −0,21 | 39 680 | 18,10 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 54 016 | 3,52 | 8 124 | 22,53 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16 917 | 17,08 | 2 548 | 38,50 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 75 475 | −0,11 | 11 351 | 18,23 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 3 098 | 33,53 | 466 | 58,16 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 86 546 | −0,25 | 13 017 | 18,05 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 34 612 | −0,36 | 5 206 | 13,62 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 497 380 | 3,39 | 74 806 | 22,37 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 1 559 | 0,00 | 234 | 18,18 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 523 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 4 385 | −12,04 | 1 | |||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 139 | 0,00 | 21 | 17,65 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 35 822 | 5,17 | 5 388 | 24,44 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 4 299 | 34,43 | 647 | 59,11 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 14 046 309 | 3,38 | 2 112 565 | 22,35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8 031 | 183,78 | 1 208 | 236,21 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 2 045 | −55,98 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 306 | 705,26 | 39 | 660,00 | ||||
| 2025-07-17 | 13F | City Holding Co | 60 | 0,00 | 9 | 28,57 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 28 | 0,00 | 4 | 33,33 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 3 243 | 0,00 | 488 | 18,20 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 13 382 | 6,59 | 2 013 | 26,14 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 17 208 | −0,47 | 2 588 | 17,80 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 1 391 | 209 | ||||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 2 838 | 0,00 | 427 | 18,33 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 36 887 | −1,85 | 5 548 | 16,17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 033 479 | 9,24 | 155 435 | 29,29 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 707 698 | 5,52 | 110 104 | 23,37 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 2 510 | 0,00 | 378 | 13,55 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 19 218 | 1,99 | 2 890 | 20,72 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 360 731 | −21,80 | 54 254 | −7,45 | ||||
| 2025-05-01 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 8 117 | 59,97 | 1 221 | 89,44 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 4 000 | 0,00 | 602 | 18,31 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 17 260 | −5,04 | 2 596 | 12,39 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 352 | 13,55 | 53 | 33,33 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 8 428 | 1,18 | 1 268 | 19,75 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 27 907 | −1,76 | 4 197 | 16,29 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 30 573 | 16,05 | 4 598 | 37,34 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 394 | 0,00 | 210 | 18,08 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 250 | 0,00 | 38 | 19,35 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 785 030 | −0,16 | 118 069 | 18,16 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 334 365 | −6,32 | 50 289 | 10,87 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1 514 | 228 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7 246 | −47,70 | 1 090 | −38,12 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 22 774 | 10,96 | 3 425 | 31,33 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1 439 | 216 | ||||||
| 2025-08-14 | 13F | Family Management Corp | 803 | 512,98 | 121 | 650,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 21 069 | 7,84 | 3 169 | 27,64 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5 941 | 1,73 | 894 | 20,35 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 274 | 0,00 | 793 | 18,36 | ||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 4 468 | −47,96 | 672 | −38,50 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 565 | −0,18 | 85 | 18,31 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 371 | 0,00 | 56 | 17,02 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 10 161 | −0,26 | 1 528 | 18,08 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1 992 | −1,14 | 300 | 16,80 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 41 503 | 16,39 | 6 242 | 37,76 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 531 | 1,96 | 558 | 29,47 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 2 567 | 386 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 26 246 | −0,59 | 3 947 | 17,65 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 679 | 111,07 | 553 | 150,23 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 1 890 | 1,83 | 284 | 20,85 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 17 435 | −3,82 | 2 622 | 13,85 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 589 | −32,55 | 537 | −20,59 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 5 736 | 0,09 | 854 | 17,31 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 174 | 0,00 | 27 | 22,73 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 8 070 | 11,87 | 1 214 | 32,42 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 19 300 | 0,00 | 2 903 | 18,35 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 3 686 | 2,93 | 554 | 21,76 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 22 | −86,25 | 3 | −85,00 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 1 593 | 0,00 | 240 | 18,32 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 11 924 | −2,46 | 1 793 | 15,45 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 650 | 0,00 | 98 | 18,29 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 1 792 | −73,01 | 269 | −68,09 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 132 102 | 0,60 | 19 868 | 19,06 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10 885 | 25,43 | 1 637 | 48,55 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 5 542 | −0,20 | 829 | 17,59 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 231 521 | −0,85 | 29 422 | −9,58 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 179 | 0,00 | 27 | 18,18 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 127 918 | 26,32 | 19 239 | 49,50 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 1 623 | 244 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 4 227 | 0,02 | 636 | 18,25 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 4 588 | −9,42 | 1 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 128 | 19 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 17 | 0,00 | 3 | 0,00 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 29 249 | −5,76 | 4 399 | 11,54 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 3 328 | 0,00 | 501 | 18,48 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 27 574 | 25,28 | 4 147 | 18,35 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 17 086 | 11,84 | 2 570 | 32,35 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 21 300 | 2,60 | 3 203 | 21,42 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 1 358 | 204 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 10 834 | 13,47 | 1 629 | 34,30 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 3 746 | 0,00 | 563 | 18,28 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 1 436 | −49,91 | 216 | −40,93 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 4 631 | −1,09 | 697 | 17,17 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 777 | 117 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 45 | 0,00 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 5 701 | 0,14 | 857 | 18,53 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 3 387 | 0,00 | 509 | 18,37 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 1 362 | 205 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 8 | 0,00 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 75 036 | −4,27 | 11 285 | 13,30 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 1 814 | 0,00 | 273 | 18,26 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 24 964 | −8,21 | 3 755 | 8,62 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 388 | −21,14 | 58 | −14,71 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 210 | 106,13 | 182 | 124,69 | ||||
| 2025-04-29 | 13F | Proffitt & Goodson Inc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 2 397 | 0,00 | 361 | 18,42 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 643 | 25,92 | 1 300 | 48,97 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 14 656 | 2 204 | ||||||
| 2025-07-09 | 13F | Finley Financial, LLC | 1 180 | 0,00 | 177 | 15,69 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11 328 | −27,91 | 1 704 | −14,68 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 384 | 0,00 | 58 | 18,75 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1 854 | 2,15 | 279 | 20,87 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 4 088 | 0,05 | 615 | 18,30 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 2 074 | −17,27 | 312 | −2,20 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 62 | 0,00 | 9 | 28,57 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 687 744 | 0,64 | 103 | 19,77 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 2 928 | −6,30 | 440 | 10,83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 063 | 21,35 | 160 | 43,24 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 11 | 2 | ||||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 4 315 | −6,50 | 649 | 10,58 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 61 441 | 1,76 | 9 241 | 20,44 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 8 876 | −21,89 | 1 371 | −8,78 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 1 360 | 204 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17 391 | 3 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 281 | 1,08 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 71 689 | −9,78 | 10 782 | 6,78 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2 754 | 0,00 | 414 | 18,62 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1 858 | −34,58 | 279 | −22,50 | ||||
| 2025-05-14 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 8 107 | 327,36 | 1 219 | 405,81 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 4 171 | 0,00 | 627 | 18,30 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 2 000 | 301 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 32 860 | 2,16 | 4 942 | 20,92 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 3 971 | 0,00 | 597 | 18,45 | ||||
| 2025-05-12 | 13F | Capital Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 370 | 56 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 7 | 0,00 | 1 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 112 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 600 | 0,00 | 241 | 18,23 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 3 994 | 601 | ||||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 23 453 | 3 527 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 134 543 | −5,88 | 20 237 | 11,39 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 100 | 0,00 | 15 | 25,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 40 377 | 16,15 | 6 073 | 37,47 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 530 | 0,00 | 80 | 17,91 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 218 023 | −3,17 | 32 791 | 14,59 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 17 931 | 2 697 | ||||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 88 520 | −2,15 | 13 300 | 20,84 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 241 047 | 5,41 | 36 253 | 24,76 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 11 777 | −23,77 | 1 771 | −9,78 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 204 582 | 2,72 | 30 769 | 21,57 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 20 | 0,00 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 459 398 | 5,31 | 68 875 | 7,54 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3 244 | 488 | ||||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 204 805 | 13,91 | 30 803 | 34,81 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1 532 | 0,07 | 230 | 18,56 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 9 308 | 0,68 | 1 408 | 34,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 186 289 | 4,01 | 28 018 | 23,10 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 25 157 | −6,22 | 3 784 | 10,97 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 149 | 22 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 2 286 | 0,00 | 347 | 31,56 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 1 528 | 0,00 | 230 | 18,04 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 5 394 | 0,00 | 811 | 18,39 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 6 359 | −0,63 | 956 | 17,59 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 734 | 0,00 | 261 | 18,18 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 31 | 5 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 19 | −20,83 | 3 | −33,33 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 7 000 | 0,00 | 1 053 | 28,29 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 3 360 | 0,00 | 505 | 18,54 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 519 | 160,80 | 78 | 208,00 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 41 017 | −0,39 | 6 169 | 17,89 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2 366 | −33,39 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 80 687 | −2,58 | 12 135 | 15,30 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 1 345 | 202 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 936 | 0,11 | 140 | 17,80 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1 578 | −15,43 | 237 | 0,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 745 | 0,06 | 263 | 18,55 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 6 657 | −25,46 | 1 001 | −11,73 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 21 965 | −4,84 | 3 304 | 12,62 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 4 363 | 0,00 | 656 | 18,41 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 2 232 | −2,02 | 336 | 15,92 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 2 756 | −4,83 | 414 | 12,50 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 180 630 | 10,46 | 27 167 | 30,74 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 1 736 | 6,11 | 261 | 26,09 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3 818 | 36,21 | 574 | 61,24 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 41 143 | 21,06 | 6 188 | 43,25 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 206 | −41,97 | 31 | −33,33 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5 346 | 0,00 | 804 | 18,41 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6 513 | −1,90 | 980 | 16,13 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 6 995 | 0,14 | 1 052 | 18,60 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 92 962 | −1,70 | 13 981 | 16,33 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 1 915 | −13,35 | 243 | −23,58 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 97 455 | −0,02 | 14 657 | 16,67 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 1 579 | 237 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 1 872 | 1,24 | 238 | −7,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 778 | 31,08 | 1 170 | 55,04 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 27 493 | 5,34 | 4 135 | 24,67 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 106 | 0,00 | 16 | 15,38 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 118 980 | 2 453,22 | 17 895 | 2 922,64 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 3 176 | 0,00 | 478 | 18,36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 66 989 | −1,66 | 10 075 | 16,39 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 16 609 | −2,55 | 2 498 | 15,33 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 24 411 | 3,34 | 3 671 | 22,33 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 28 919 | 29,39 | 4 374 | 70,09 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 387 | −57,38 | 209 | −49,64 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 301 | −9,08 | 196 | 7,73 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 125 | 0,00 | 19 | 20,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 618 | −2,33 | 695 | 15,67 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12 406 | 1 866 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 888 | −19,41 | 1 638 | −5,48 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1 769 | −16,04 | 268 | 0,37 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 52 251 | 1,81 | 7 859 | 20,48 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 32 424 | 4,26 | 4 877 | 23,38 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 50 698 | 2,43 | 7 625 | 21,23 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 41 681 | 0,99 | 6 269 | 19,53 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2 017 | 303 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 039 | −3,19 | 1 059 | 14,63 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 4 000 | 0,00 | 602 | 18,31 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 453 | 9,50 | 219 | 29,76 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 23 336 | −6,42 | 3 510 | 10,73 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 1 465 | 218 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 1 956 | 294 | ||||||
| 2025-04-15 | 13F | Collier Financial | 978 | 14,79 | 124 | 5,08 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 188 | 18,40 | 329 | 40,60 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 29 728 | −0,15 | 4 471 | 18,19 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 14 250 | −3,89 | 2 143 | 13,75 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 7 995 | −1,33 | 1 202 | 16,81 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3 882 | 0,15 | 584 | 18,50 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8 116 | −7,67 | 1 221 | −0,33 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 39 547 | 2,19 | 5 948 | 20,95 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5 331 | 19,91 | 802 | 42,02 | ||||
| 2025-07-31 | 13F | City State Bank | 30 | 0,00 | 5 | 33,33 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1 492 | −13,15 | 232 | 6,42 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 297 | −71,61 | 646 | −68,00 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 741 665 | −14,72 | 111 546 | 0,93 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 975 | −13,91 | 2 853 | 1,89 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 10 323 | −3,50 | 1 552 | 14,20 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 10 537 | 0,63 | 1 585 | 19,82 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 5 379 | 0,00 | 809 | 14,10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 38 294 | −4,76 | 5 759 | 12,72 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 7 435 | −0,38 | 1 118 | 17,93 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 36 | 0,00 | 5 | 25,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 169 | 0,00 | 25 | 19,05 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 7 387 | −1,85 | 1 111 | 16,21 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 4 707 | −57,26 | 1 | −100,00 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 6 494 | 977 | ||||||
| 2025-07-15 | 13F | Unified Investment Management | 1 640 | 0,00 | 247 | 18,27 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 428 | 0,14 | 219 | 16,49 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 5 570 | −15,53 | 855 | 2,03 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 223 016 | 9 508,62 | 33 542 | 11 308,50 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 13 193 | 0,07 | 1 984 | 18,45 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 67 | −50,00 | 10 | −41,18 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 1 983 | 0,00 | 298 | 7,97 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 72 964 | −14,96 | 10 974 | 0,64 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 22 329 | 3 358 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 832 | 0,00 | 0 | |||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 442 | 0,00 | 66 | 17,86 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 140 984 | 1,33 | 21 204 | 19,93 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 4 386 | 0,94 | 660 | 19,38 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 23 485 | −1,61 | 4 | 0,00 | ||||
| 2025-05-07 | 13F | Integrated Investment Consultants, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 94 346 | 3,30 | 14 190 | 22,26 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 19 | −20,83 | 3 | −33,33 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 1 934 | 14,03 | 291 | 34,88 | ||||
| 2025-08-19 | 13F | Cim, Llc | 10 396 | −1,26 | 1 564 | 16,90 | ||||
| 2025-04-11 | 13F | Verum Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 3 978 | 1,45 | 598 | 20,08 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 71 | 0,00 | 11 | 11,11 | ||||
| 2025-07-25 | 13F | Oak Ridge Investments Llc | 4 844 | −28,66 | 729 | −15,55 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 3 221 | 484 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 2 000 | 0,00 | 301 | 18,11 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 103 992 | 1,14 | 15 779 | 20,76 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 74 160 | −84,98 | 11 154 | −82,22 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 2 412 | −7,87 | 363 | 9,04 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 313 990 | −0,32 | 47 224 | 17,97 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 6 396 | −0,91 | 962 | 17,20 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 12 352 | 0,00 | 1 858 | 18,36 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 1 356 | 204 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1 621 | −18,46 | 244 | −3,57 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 2 377 | 0,00 | 358 | 18,21 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 34 363 | −0,47 | 5 168 | 17,80 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 104 997 | 0,59 | 15 792 | 19,05 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 114 | 0,00 | 17 | 21,43 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 3 195 | −4,51 | 481 | 12,94 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 22 030 | 0,15 | 3 313 | 18,53 | ||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3 240 | −24,10 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 172 260 | 3,12 | 25 908 | 22,04 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 145 409 | −0,30 | 21 869 | 17,99 | ||||
| 2025-05-01 | 13F | Diversify Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 759 | 0,00 | 415 | 18,29 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 141 | 0,00 | 21 | 23,53 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 1 370 | 0 | ||||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2 107 | −15,52 | 317 | 0,00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 104 | 0,00 | 16 | 15,38 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 4 428 | −83,48 | 660 | −80,83 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 949 | −64,93 | 143 | −58,60 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 89 753 | −32,09 | 13 499 | −19,63 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2 710 | −0,04 | 408 | 18,31 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 772 | 0,00 | 116 | 18,37 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 47 594 | −33,39 | 7 158 | −21,17 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 396 | 0,00 | 60 | 18,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 49 986 | 7 518 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3 599 | 0,03 | 541 | 18,38 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 4 787 | −0,27 | 720 | 18,06 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 7 028 | 0,03 | 1 057 | 18,39 | ||||
| 2025-08-12 | 13F | Bank OZK | 1 679 | 0,00 | 253 | 18,31 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 2 401 | 0,33 | 305 | −8,41 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 3 260 | 490 | ||||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 50 797 | 0,05 | 7 640 | 18,40 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 014 | 0,00 | 153 | 18,75 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 447 | 0,00 | 67 | 19,64 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 150 | 0,00 | 23 | 15,79 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5 842 | 9,77 | 879 | 29,88 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 67 087 | 328,81 | 10 090 | 407,49 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 320 | 0,00 | 48 | 20,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 193 | 1 082 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 919 | 1 041 | ||||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 40 | 0,00 | 6 | 20,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 10 888 | 12,12 | 1 638 | 32,66 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 24 509 | −8,55 | 3 686 | 8,25 | ||||
| 2025-08-14 | 13F | FIL Ltd | 411 058 | 61 980 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 7 512 | −3,31 | 1 130 | 14,39 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 31 911 | 19,58 | 4 800 | 41,52 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 116 | 206,59 | 168 | 263,04 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 211 | 0,00 | 32 | 19,23 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 1 378 | 207 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7 863 | 23,85 | 1 223 | 51,61 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 145 | 0,76 | 774 | 19,29 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 15 679 | 0,00 | 2 358 | 18,37 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8 948 | −2,51 | 1 346 | 15,35 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1 425 | 214 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3 618 | 9,64 | 544 | 29,83 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 21 768 | 24,62 | 2 766 | 13,64 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 460 475 | 13,09 | 69 | 35,29 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 116 843 | −0,39 | 17 573 | 17,88 | ||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 3 405 | −4,89 | 512 | 24,27 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 637 | 0,00 | 96 | 18,75 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 656 | −5,03 | 2 204 | 12,39 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 246 | −3,24 | 1 391 | 14,50 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 4 913 | −8,82 | 739 | 7,89 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 72 768 | 6,46 | 10 944 | 26,00 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1 355 | 204 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 61 222 | 10,73 | 9 208 | 31,04 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7 600 | 375,00 | 1 143 | 463,05 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 517 | 228 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 483 873 | −20,93 | 72 774 | −6,41 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8 742 | 0,19 | 1 315 | 18,59 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 438 | 0,00 | 216 | 18,68 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7 655 | 1,11 | 1 151 | 19,65 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 20 301 | 6,42 | 3 053 | 25,95 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 9 542 | 0,00 | 1 435 | 18,40 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 5 684 | −1,13 | 855 | 16,99 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 4 365 | 0,00 | 656 | 18,41 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 3 614 | 0,00 | 544 | 18,30 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 124 | −0,49 | 771 | 17,74 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13 171 | −2,28 | 1 981 | 15,65 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 4 547 | 0,00 | 680 | 17,85 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 2 314 | 0,00 | 348 | 18,37 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 22 | 22,22 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 211 254 | 0,12 | 32 | 19,23 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 4 244 | −8,87 | 638 | 7,95 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5 035 | −7,63 | 759 | 9,54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 77 006 | 0,68 | 11 582 | 19,15 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 46 | 7 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Monument Capital Management | 3 311 | 0,03 | 498 | 18,33 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2 177 | 6,87 | 328 | 26,74 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 15 282 | −2,65 | 2 298 | 15,25 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 193 251 | 0,30 | 29 065 | 18,70 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 461 503 | −1,07 | 69 410 | 16,90 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 6 517 | −1,14 | 980 | 17,08 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 8 399 | −0,64 | 1 263 | 17,60 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 181 518 | 27 300 | ||||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 2 975 | 0,10 | 447 | 18,57 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 3 439 | 0,00 | 517 | 18,31 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 11 843 | 2,90 | 1 781 | 21,82 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 250 | 0,00 | 38 | 19,35 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 7 757 | −33,47 | 1 167 | −21,27 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 232 | −2,30 | 185 | 15,63 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 8 324 | 0,05 | 1 253 | 18,54 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 7 683 | 15,22 | 1 156 | 36,36 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3 647 | 22,30 | 549 | 44,97 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 844 | 0,00 | 127 | 17,76 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 8 | 0,00 | 1 | 0,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 346 | 202 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 120 | 3,76 | 1 886 | 27,02 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 289 | 0,00 | 43 | 19,44 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 32 033 | 0,00 | 4 818 | 18,35 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 238 | −9,27 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 44 097 | 4,36 | 6 632 | 23,52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 284 | 0,00 | 43 | 16,67 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 117 | 0,00 | 18 | 21,43 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8 301 | −9,14 | 1 055 | −9,45 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 86 636 | 5,93 | 13 030 | 25,37 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2 902 | 31,97 | 436 | 56,27 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 132 | 20 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 2 060 | 1,18 | 310 | 19,77 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 2 888 | 434 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6 138 | −51,34 | 923 | −42,42 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 17 603 | 18,96 | 2 647 | 40,80 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7 222 | −0,43 | 1 086 | 17,92 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 809 | 0 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 315 | 0,00 | 47 | 17,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 566 920 | 2,28 | 85 265 | 21,05 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 4 599 | 11,87 | 692 | 32,38 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 597 | 90 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5 148 | 1,90 | 774 | 20,75 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 123 910 | 20,91 | 18 636 | 43,11 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 16 733 | 2,09 | 2 517 | 20,85 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 55 936 | 11,07 | 8 479 | 32,51 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 2 980 | 448 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 3 731 | 561 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 27 787 | 0,00 | 4 179 | 18,35 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 6 934 | −1,84 | 1 043 | 16,16 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 4 478 | −2,38 | 672 | 15,07 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 46 594 | −33,49 | 7 | −12,50 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 331 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 539 575 | 37,35 | 231 552 | 62,55 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 274 436 | 0,27 | 41 275 | 18,67 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3 290 | 512 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 47 510 | 24,13 | 7 | 75,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 407 | 14 943,75 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 670 | −1,85 | 552 | 16,00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1 353 | 7,21 | 203 | 26,88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 102 024 | 0,18 | 15 344 | 18,56 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 226 | −1,32 | ||||||
| 2025-05-09 | 13F | Westfield Capital Management Co Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 13 244 | 1,81 | 1 992 | 20,45 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 35 863 | 5 394 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Petix & Botte Co | 159 573 | −5,26 | 24 000 | 12,12 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8 522 | −19,71 | 1 083 | −26,84 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 1 813 | 0,11 | 273 | 18,26 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 8 584 | −1,12 | 1 337 | 27,09 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 2 002 | 301 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5 798 | 0,19 | 872 | 18,50 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 546 | 0,00 | 82 | 18,84 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 72 | 0,00 | 11 | 11,11 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 1 460 | 220 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 21 075 | 0,00 | 3 170 | 18,33 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 4 732 | −8,65 | 712 | 8,05 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 65 200 | 8,15 | 10 173 | 32,79 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 11 780 | −0,83 | 1 772 | 17,36 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 23 355 | −19,54 | 3 513 | −4,77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 708 298 | −3,34 | 106 798 | 14,69 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 22 308 | 5,60 | 3 355 | 25,00 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 2 399 | −3,38 | 361 | 14,29 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 3 953 | 0,00 | 595 | 18,33 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 7 047 | 19,00 | 1 060 | 40,82 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 10 058 | 0,00 | 1 513 | 18,31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 415 652 | 8,59 | 62 514 | 28,51 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 204 668 | 6,27 | 30 782 | 25,77 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 3 258 | −37,62 | 490 | −26,09 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 235 | −8,10 | 336 | 8,74 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 2 400 | 0,00 | 361 | 18,42 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 4 275 | 0,00 | 643 | 18,23 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 1 785 | 0,00 | 227 | 0,00 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 2 167 | −15,42 | 326 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 209 690 | −1,23 | 31 537 | 16,89 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 4 303 | 10,99 | 647 | 31,50 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2 688 | 0,07 | 404 | 18,48 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 400 | 0,00 | 60 | 20,00 | ||||
| 2025-08-06 | 13F | O'Brien Greene & Co. Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 1 800 | 0,00 | 271 | 18,42 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 361 | 44,30 | 1 859 | 70,86 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 379 455 | 60,84 | 57 070 | 90,36 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 345 | 7,14 | 52 | 27,50 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 140 579 | −18,44 | 21 143 | −3,47 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 1 687 | 0,00 | 254 | 18,22 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 131 | 0,00 | 20 | 18,75 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3 821 | 0,00 | 575 | 18,35 | ||||
| 2025-05-01 | 13F | Weatherly Asset Management L. P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 1 523 | 229 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 43 464 067 | 0,81 | 6 536 996 | 19,31 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 011 | 6,53 | 152 | 26,67 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 138 416 | −10,77 | 20 818 | 17,25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 204 783 | 1,77 | 30 799 | 20,45 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13 844 | 400,14 | 2 | |||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 16 017 | −11,44 | 2 409 | 4,79 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 8 503 | 0,08 | 1 279 | 18,44 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 5 798 | 0,00 | 872 | 18,48 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 4 949 | 0,00 | 744 | 18,47 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1 572 | 0,64 | 236 | 19,19 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 310 | 0,00 | 47 | 17,95 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 8 460 | 116,37 | 1 272 | 156,45 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2 594 | −9,71 | 394 | 16,27 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 27 816 | −6,05 | 4 184 | 11,19 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 58 | 0,00 | 9 | 14,29 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 154 672 | −18,73 | 22 285 | −7,86 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 20 200 | −27,08 | 3 038 | −13,69 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 6 314 | −33,64 | 950 | −21,51 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 319 095 | 20,57 | 47 992 | 42,69 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 2 242 | −4,15 | 337 | 13,47 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 84 265 | −27,70 | 12 673 | −14,44 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9 424 | −40,80 | 1 424 | −29,66 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 769 | 28,60 | 116 | 53,33 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 1 419 | 213 | ||||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 2 570 | 0,00 | 387 | 18,40 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 2 460 | 0,00 | 370 | 18,27 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 376 700 | 1 107,60 | 56 656 | 1 329,24 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 262 661 | −0,61 | 189 904 | 17,63 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 6 000 | 0,00 | 902 | 18,37 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 96 301 | 0,83 | 14 484 | 19,33 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 165 | 0,00 | 25 | 20,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1 410 | 212 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 1 629 | 0,12 | 251 | 20,67 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 89 753 | 34,46 | 13 499 | 59,14 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3 008 | 15,51 | 452 | 36,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 443 179 | −12,97 | 66 695 | 3,01 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4 448 | −1,27 | 669 | 16,78 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1 691 | −13,19 | 254 | 2,83 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 46 879 | 7 051 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 397 | 14,54 | 840 | 38,22 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 117 182 | 4,07 | 17 624 | 23,17 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 486 | 223 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 144 | 0,00 | 22 | 16,67 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 26 003 | 3 911 | ||||||
| 2025-05-16 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 42 000 | 6,38 | 6 317 | 25,89 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 306 | 188,68 | 46 | 253,85 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 457 | 0,00 | 69 | 17,24 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 004 | −64,62 | 151 | −58,06 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 1 593 | 0,19 | 240 | 18,32 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 5 019 | 0,14 | 775 | 25,00 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3 761 | 0,29 | 566 | 18,70 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6 707 | −3,25 | 1 009 | 14,55 | ||||
| 2025-05-08 | 13F | Regions Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1 533 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 2 965 | −0,13 | 446 | 18,04 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 1 333 | 200 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3 375 | 12,46 | 508 | 33,07 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 1 411 | −25,58 | 212 | −11,67 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 57 042 | 135,41 | 8 579 | 178,63 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 141 | 21 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 30 716 | 1,46 | 4 620 | 20,07 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 20 | 0,00 | 3 | 50,00 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 650 | 0,00 | 98 | 18,29 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 29 193 | −0,43 | 4 391 | 17,85 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 148 | 0,00 | 22 | 22,22 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 76 283 | −15,37 | 11 473 | 0,17 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 10 645 | −41,32 | 1 601 | −30,54 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 3 207 | −0,03 | 482 | 18,43 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 4 240 | −0,12 | 632 | 15,99 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 55 474 | 11,91 | 8 343 | 32,45 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4 925 | 123,36 | 741 | 164,64 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 78 076 | −1,70 | 11 743 | 16,34 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 1 785 | 0,06 | 269 | 18,58 | ||||
| 2025-08-07 | 13F | Commerce Bank | 9 865 | 0,93 | 1 484 | 19,40 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 5 845 | −24,63 | 879 | −10,76 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 1 939 | 292 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 30 403 | −1,66 | 4 573 | 16,40 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 1 352 | 203 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 16 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Sapient Capital Llc | 5 525 | 22,42 | 831 | 44,85 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 2 654 | 0,00 | 399 | 18,40 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 6 992 | 0,01 | 1 052 | 18,36 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1 041 | 0,00 | 157 | 18,18 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 471 | 0,00 | 71 | 18,64 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 1 588 | 0,00 | 239 | 18,41 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2 767 | 29,85 | 416 | 52,94 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 2 552 | 0,00 | 384 | 18,21 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 81 279 | 16,02 | 12 224 | 37,32 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 7 856 | −1,06 | 1 182 | 17,05 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7 299 | −11,78 | 1 098 | 4,38 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 244 | 0,00 | 37 | 16,13 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 731 | 0,00 | 110 | 18,48 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4 749 | 0,15 | 714 | 18,60 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 268 | 0,00 | 40 | 17,65 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 289 | 0,00 | 43 | 19,44 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 81 776 | −13,12 | 12 299 | 2,82 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 1 875 | 7,08 | 282 | 27,03 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 119 962 | −2,73 | 18 042 | 15,12 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 125 372 | −16,59 | 18 856 | −1,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 240 886 | 77,63 | 36 | 111,76 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 6 507 | 0,00 | 979 | 18,40 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 3 977 | −5,76 | 598 | 11,57 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 061 | −25,96 | 460 | −12,38 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5 893 | −0,15 | 886 | 18,13 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 253 | −37,61 | 339 | −26,20 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 2 923 | 0,00 | 440 | 18,33 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 021 | 6,21 | 1 958 | 25,67 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 2 963 | −90,92 | 446 | −89,27 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 69 | −86,91 | 10 | −84,85 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 22 566 | 0,00 | 3 394 | 18,35 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 31 905 | 1,76 | 4 799 | 20,43 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 6 417 | −2,09 | 965 | 15,99 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 86 | 0,00 | 13 | 9,09 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 6 636 | 0,00 | 998 | 18,39 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 5 246 | −5,88 | 789 | 11,30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 29 796 | −8,87 | 4 481 | 7,85 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 6 303 | 0,14 | 948 | 18,52 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 551 | 0,00 | 83 | 17,14 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 210 | −13,58 | 27 | −21,21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 111 443 | 1,21 | 16 761 | 19,79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 113 261 | 0,65 | 167 435 | 19,12 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 049 968 | 1,60 | 308 315 | 20,25 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 332 | 19,86 | 50 | 40,00 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 4 744 | 6,30 | 713 | 25,75 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 38 421 | −1,93 | 5 779 | 16,07 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 185 | −58,89 | 28 | −52,63 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 176 | 0,00 | 26 | 18,18 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 8 335 | −0,22 | 1 254 | 18,10 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 429 | 27,38 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 7 806 | 0,00 | 1 174 | 18,47 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 637 | −10,29 | 1 064 | −1,57 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 3 198 | 0,57 | 481 | 18,81 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 12 994 | 7,07 | 1 954 | 26,72 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4 505 | 0,00 | 678 | 18,36 |
