Grundläggande statistik
Institutionella ägare | 737 total, 737 long only, 0 short only, 0 long/short - change of −0,67% MRQ |
Genomsnittlig portföljallokering | 0.6059 % - change of −8,88% MRQ |
Institutionella aktier (lång) | 176 821 458 (ex 13D/G) - change of 1,01MM shares 0,57% MRQ |
Institutionellt värde (lång) | $ 16 321 474 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Core S&P U.S. Value ETF (US:IUSV) har 737 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 176,821,458 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, Jones Financial Companies Lllp, Envestnet Asset Management Inc, Ronald Blue Trust, Inc., Signaturefd, Llc, Aspiriant, Llc, Kestra Investment Management, LLC, and Merit Financial Group, LLC .
iShares Trust - iShares Core S&P U.S. Value ETF (NasdaqGM:IUSV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 98,91 / share. Previously, on September 16, 2024, the share price was 94,75 / share. This represents an increase of 4,39% 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 AllFil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Vanguard Group Inc | 3 449 | 21,53 | 326 | 24,90 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 19 372 | 551,60 | 1 833 | 568,98 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 8 480 | 0,41 | 802 | 2,95 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 7 433 | 1,41 | 703 | 3,99 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 133 465 | 0,99 | 12 630 | 3,55 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 152 664 | 5,35 | 14 | 7,69 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 322 | −16,80 | 30 | −14,29 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 519 | 0,00 | 49 | 4,26 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 4 483 865 | 0,52 | 424 308 | 3,07 | ||||
2025-07-09 | 13F | Veracity Capital LLC | 374 243 | 5,92 | 35 415 | 8,61 | ||||
2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 2 371 | 0,13 | 0 | |||||
2025-08-14 | 13F | Alliancebernstein L.p. | 85 800 | −0,35 | 8 119 | 2,18 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 4 688 | 0,00 | 444 | 2,55 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 248 808 | −5,03 | 23 545 | −2,63 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 69 620 | 1,84 | 6 740 | 14,39 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 505 339 | 6,32 | 142 450 | 9,01 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 100 661 | −6,75 | 9 526 | −4,39 | ||||
2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 133 509 | 0,43 | 12 634 | 2,97 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2 751 | −1,01 | 260 | 1,56 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 384 | −54,88 | 36 | −53,85 | ||||
2025-08-14 | 13F | Syon Capital Llc | 13 848 | −24,64 | 1 310 | −22,76 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 1 013 017 | 4,21 | 95 862 | 6,85 | ||||
2025-08-14 | 13F | German American Bancorp, Inc. | 5 792 | −1,30 | 548 | 1,29 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 434 | 0,00 | 41 | 2,50 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5 385 | 0,00 | 510 | 2,62 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 460 242 | 0,67 | 44 340 | 5,09 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 5 216 | −1,71 | 494 | 0,82 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11 547 | −13,18 | 1 093 | −11,00 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 117 | 11 | ||||||
2025-08-12 | 13F | Change Path, LLC | 2 251 | 213 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 8 052 | −88,51 | 762 | −88,23 | ||||
2025-08-08 | 13F | Creative Planning | 138 741 | −7,93 | 13 129 | −5,59 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 3 458 | 146,47 | 327 | 153,49 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 40 | 0,00 | 4 | 0,00 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 750 | 0,00 | 166 | 2,48 | ||||
2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 39 748 | −4,79 | 4 | 0,00 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 16 437 | 1 595 | ||||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 206 758 | 2,20 | 19 566 | 4,79 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 47 821 | 18,54 | 4 525 | 21,54 | ||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 5 313 | 0,00 | 447 | −11,83 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 1 743 | −0,40 | 165 | 1,86 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 59 823 | −8,52 | 6 | −16,67 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 4 412 | 30,07 | 418 | 33,23 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10 221 | 339,99 | 1 | |||||
2025-08-12 | 13F | LPL Financial LLC | 15 189 334 | 5,23 | 1 437 367 | 7,90 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 55 924 | 10,37 | 5 292 | 13,17 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 1 490 | 0,00 | 141 | 2,19 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 4 883 | 0,00 | 462 | 2,67 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 78 | 0,00 | 7 | 0,00 | ||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 243 | 23 | ||||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | ForthRight Wealth Management, LLC | 291 869 | 2,07 | 27 620 | 4,66 | ||||
2025-07-02 | 13F | Dentgroup LLC | 6 274 | −30,51 | 594 | −28,81 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 151 840 | −17,31 | 14 369 | −15,21 | ||||
2025-07-18 | 13F | New Wave Wealth Advisors Llc | 26 689 | 2,95 | 2 526 | 5,56 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 7 365 | 11,25 | 697 | 14,10 | ||||
2025-08-13 | 13F | Berry Wealth Group, LP | 4 108 | 14,68 | 389 | 17,58 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 287 645 | 2,38 | 27 220 | 4,98 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 14 128 | −3,11 | 1 337 | −0,67 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 250 | 0,90 | 1 254 | 3,47 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 526 | −5,46 | 239 | −2,85 | ||||
2025-08-14 | 13F | Elevatus Welath Management | 2 628 | 0,08 | 249 | 2,48 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 113 419 | 1,88 | 10 733 | 4,47 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 10 083 | 4,94 | 954 | 7,67 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 3 | 0,00 | 0 | |||||
2025-08-06 | 13F | DDFG, Inc | 258 636 | 1,13 | 24 475 | 3,69 | ||||
2025-07-16 | 13F | Motive Wealth Advisors | 76 314 | 3,17 | 7 222 | 5,79 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 24 437 | 1,05 | 2 314 | 3,67 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 8 767 | 0,00 | 830 | 2,47 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 3 644 | 0,00 | 345 | 2,38 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 2 804 | 3,05 | 268 | 15,02 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 22 626 | −1,29 | 2 141 | 1,23 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 714 | 0,00 | 68 | 3,08 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 689 | 0,00 | 65 | 3,17 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 602 | 0,00 | 0 | |||||
2025-07-21 | 13F | Financial Council Asset Management Inc | 91 437 | 0,17 | 8 653 | 2,71 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 365 071 | 4,20 | 34 547 | 6,84 | ||||
2025-08-14 | 13F | Dagco, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 94 | 0,00 | 9 | 0,00 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 6 670 | 0,47 | 631 | 3,10 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 16 343 | 49,46 | 1 547 | 53,22 | ||||
2025-07-07 | 13F | RDA Financial Network | 36 587 | 2,73 | 3 462 | 5,36 | ||||
2025-04-30 | 13F | Astra Wealth Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 455 967 | −43,21 | 43 149 | −41,77 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 1 137 | −6,96 | 107 | −0,93 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 16 487 | −0,49 | 1 560 | 2,03 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 29 150 | 513,68 | 3 | |||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 403 | 571,67 | 37 | 640,00 | ||||
2025-07-17 | 13F | City Holding Co | 118 | 0,00 | 11 | 10,00 | ||||
2025-07-11 | 13F | Essex Savings Bank | 5 494 | 0,00 | 520 | 2,37 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 19 720 | 0,20 | 1 866 | 2,75 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 32 898 | 0,00 | 3 113 | 2,54 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 15 423 | 0,00 | 1 459 | 2,53 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 375 617 | 5,81 | 130 175 | 8,50 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 2 364 | 224 | ||||||
2025-07-31 | 13F | BIP Wealth, LLC | 4 187 | −10,76 | 396 | −8,55 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 3 772 | 0,00 | 357 | 5,95 | ||||
2025-07-29 | 13F | Private Trust Co Na | 23 106 | 1,42 | 2 187 | 4,00 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 144 594 | 20,74 | 13 683 | 23,80 | ||||
2025-07-10 | 13F | Trust Point Inc. | 6 600 | 0,00 | 625 | 2,46 | ||||
2025-07-09 | 13F | High Probability Advisors, LLC | 160 617 | 8,17 | 15 199 | 10,91 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 177 | 0,00 | 17 | 0,00 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 70 | 7 | ||||||
2025-04-17 | 13F | Tcfg Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 28 967 | 1,18 | 2 741 | 3,75 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 33 290 | 33,23 | 3 150 | 36,60 | ||||
2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | First Financial Corp /in/ | 1 759 | 0,00 | 166 | 2,47 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 3 784 | 0,00 | 358 | 2,58 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 29 341 | 10,41 | 2 777 | 13,21 | ||||
2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 3 062 | 615,42 | 290 | 641,03 | ||||
2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | CPA Asset Management LLC | 3 180 | 0,00 | 301 | 2,39 | ||||
2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 72 173 | −36,80 | 6 830 | −35,20 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 100 | 0,00 | 9 | 0,00 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 2 766 | 0,00 | 262 | 2,35 | ||||
2025-08-14 | 13F | Family Management Corp | 31 083 | −6,97 | 2 941 | −4,61 | ||||
2025-07-21 | 13F | Life Planning Partners, Inc | 24 491 | 0,00 | 2 318 | 2,52 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 574 965 | −1,05 | 54 409 | 1,46 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 171 | −20,56 | 111 | −19,12 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 14 806 | −1,49 | 1 401 | 1,01 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 26 924 | 1,61 | 2 548 | 4,17 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 100 | 0,00 | 9 | 0,00 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 46 893 | 17,82 | 4 437 | 20,80 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 10 473 | −9,19 | 991 | −6,86 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 2 489 | 3,62 | 235 | 6,33 | ||||
2025-07-24 | 13F/A | TFR Capital, LLC. | 4 217 | 0,00 | 399 | 2,57 | ||||
2025-07-21 | 13F | Mechanics Financial Corp | 367 | 0,00 | 35 | 3,03 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 158 | 112 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 823 | 78 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 084 | 0,00 | 103 | 2,00 | ||||
2025-07-11 | 13F | Oak Asset Management, LLC | 2 423 | 3,46 | 229 | 6,02 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 9 197 | 5,69 | 870 | 8,34 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 52 937 | 27,72 | 5 009 | 30,95 | ||||
2025-07-16 | 13F | Plancorp, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 11 896 | 0,00 | 1 126 | 2,55 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 613 | 0,00 | 58 | 3,57 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 16 | 0,00 | 2 | 0,00 | ||||
2025-07-30 | 13F | Liberty One Investment Management, Llc | 17 431 | 1,25 | 1 649 | 3,84 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 3 338 | 8,91 | 316 | 11,70 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 213 | 0,00 | 20 | 5,26 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 423 | 0,00 | 40 | 2,56 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 3 732 | −11,81 | 353 | −9,49 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2 575 | 0,00 | 244 | 2,53 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 19 753 | −13,11 | 1 869 | −10,92 | ||||
2025-08-12 | 13F | Mmbg Investment Advisors Co. | 3 919 | 0,00 | 371 | 2,49 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 2 494 | 236 | ||||||
2025-05-12 | 13F | Sandy Spring Bank | 362 036 | −0,46 | 33 412 | −0,78 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 356 621 | 6,69 | 33 747 | 9,39 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 107 401 | 0,14 | 10 163 | 2,68 | ||||
2025-07-15 | 13F | Graypoint LLC | 5 512 | 0,09 | 522 | 2,56 | ||||
2025-07-17 | 13F | Greenleaf Trust | 4 003 | 379 | ||||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 2 410 | 0,00 | 228 | 2,70 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 91 | 1 037,50 | 9 | |||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 4 728 | 0,00 | 447 | 2,52 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 6 804 | 78,86 | 644 | 83,19 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 131 | 202 | ||||||
2025-08-14 | 13F | Greenline Partners, LLC | 35 658 | 190,23 | 3 374 | 2,55 | ||||
2025-07-31 | 13F | Fielder Capital Group LLC | 3 896 | −1,34 | 369 | 1,10 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 4 690 | 0,00 | 444 | 2,55 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 59 945 | 11,33 | 5 673 | 13,78 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 6 388 | 1,19 | 604 | 3,78 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 68 178 | 15,62 | 6 452 | 18,56 | ||||
2025-07-28 | 13F | Copia Wealth Management | 7 | 0,00 | 1 | |||||
2025-08-12 | 13F | Asset Management Group, Inc. | 47 356 | 0,45 | 4 481 | 3,01 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Wesbanco Bank Inc | 4 902 | 0,00 | 464 | 2,43 | ||||
2025-04-29 | 13F | Proffitt & Goodson Inc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 53 094 | 1,37 | 5 | 25,00 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 120 189 | 0,61 | 11 373 | 3,16 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 34 577 | −48,68 | 3 272 | −47,37 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 3 005 | 2,88 | 284 | 2,16 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 28 525 | 27,91 | 2 699 | 31,15 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 719 348 | 14,40 | 68 | 17,24 | ||||
2025-08-05 | 13F | Key FInancial Inc | 2 496 | −4,55 | 236 | −2,07 | ||||
2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 0 | −100,00 | 0 | |||||
2025-07-01 | 13F | Confluence Investment Management Llc | 125 563 | 63,91 | 11 882 | 68,09 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7 161 | −48,35 | 678 | −47,07 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 34 198 | 3 236 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 3 903 | 1,99 | 369 | 4,53 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 4 105 | −9,98 | 388 | −7,62 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9 101 | 41,78 | 861 | 45,44 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 354 | −2,17 | 128 | 0,79 | ||||
2025-05-01 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 44 321 | −3,11 | 4 194 | −0,64 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 365 | −69,66 | 35 | −69,37 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Finley Financial, LLC | 640 | 0,00 | 61 | 7,14 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 99 878 | −3,35 | 9 451 | −0,90 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 1 082 | 0,00 | 102 | 3,03 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Glenmede Trust Co Na | 40 | 0,00 | 4 | 0,00 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 77 295 | 0,12 | 7 313 | 2,64 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 4 863 | 32,91 | 460 | 36,50 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 3 689 | 0,00 | 349 | 2,65 | ||||
2025-05-15 | 13F | Shapiro Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 8 646 | −51,28 | 818 | −50,03 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 1 138 | 0,00 | 108 | 1,90 | ||||
2025-07-15 | 13F | Norden Group Llc | 4 422 | 0,00 | 418 | 2,45 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 131 135 | −8,41 | 12 409 | −6,09 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 960 | 0,00 | 280 | 2,56 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 40 | 0,00 | 4 | 0,00 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 10 | 0,00 | 0 | |||||
2025-07-09 | 13F | Breakwater Capital Group | 50 506 | −0,14 | 4 779 | 2,40 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 56 695 | −1,99 | 5 365 | 0,51 | ||||
2025-07-07 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 6 478 | 3 688,30 | 613 | 3 980,00 | ||||
2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 196 976 | −0,11 | 18 847 | 12,41 | ||||
2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 37 626 | 6,71 | 3 561 | 9,40 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 68 898 | 16,55 | 6 520 | 19,51 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 40 887 | 80,92 | 3 869 | 85,56 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 419 326 | 1,26 | 39 679 | 3,84 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 3 975 | 376 | ||||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 153 | 0,00 | 0 | |||||
2025-07-30 | 13F | Crewe Advisors LLC | 103 | 10 | ||||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Dynamic Financial Group | 5 683 | 12,29 | 538 | 14,99 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 974 | −7,41 | 92 | −5,15 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 228 592 | 34,39 | 21 632 | 37,79 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 2 384 | 1,49 | 226 | 4,17 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 68 | 0,00 | 6 | 0,00 | ||||
2025-08-14 | 13F | Colony Group, LLC | 402 269 | −2,65 | 38 067 | −0,18 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 4 891 | 0,47 | 470 | 18,43 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 180 | 0,00 | 17 | 6,25 | ||||
2025-08-15 | 13F | Howland Capital Management Llc | 54 270 | 0,00 | 5 136 | 2,54 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9 246 | 34,82 | 875 | 38,29 | ||||
2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 264 | 25 | ||||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 13 208 | 0,05 | 1 250 | 2,55 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 282 | 0 | ||||||
2025-07-22 | 13F | DT Investment Partners, LLC | 283 | 0,00 | 27 | 0,00 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 34 801 | −5,24 | 3 293 | −2,72 | ||||
2025-05-13 | 13F | Boston Partners | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 5 796 | −0,62 | 549 | 1,86 | ||||
2025-08-13 | 13F | Alerus Financial Na | 39 | 4 | ||||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 2 803 | −94,38 | 265 | −94,24 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 4 611 | −9,46 | 436 | −7,23 | ||||
2025-07-14 | 13F | Abound Wealth Management | 652 | 0,15 | 62 | 1,67 | ||||
2025-07-18 | 13F | Foundry Financial Group, Inc. | 75 774 | 1,47 | 7 170 | 4,05 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 777 | −7,61 | 74 | −5,19 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 54 991 | 0,00 | 5 204 | 2,54 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 955 | 0,53 | 91 | 4,60 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 170 877 | 29,54 | 16 170 | 32,82 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 11 478 | −4,26 | 1 086 | −1,81 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 30 325 | −1,47 | 2 870 | 1,02 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 14 276 | −10,57 | 1 351 | −8,35 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 2 595 | 0,00 | 246 | 2,51 | ||||
2025-08-08 | 13F | Beck Bode, LLC | 9 625 | −32,86 | 911 | −31,22 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 2 814 | 0,50 | 266 | 3,10 | ||||
2025-08-13 | 13F | Cutler Capital Management, LLC | 4 567 | 0,00 | 432 | 2,61 | ||||
2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 257 007 | 7,82 | 24 321 | 10,56 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 7 546 | 0,32 | 714 | 2,88 | ||||
2025-08-05 | 13F | Tsfg, Llc | 487 | 0,00 | 0 | |||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 21 660 | −2,03 | 2 050 | 0,44 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 2 550 | −73,63 | 241 | −72,98 | ||||
2025-07-17 | 13F | KWB Wealth | 2 178 | −0,05 | 201 | 0,00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 164 | 583 | ||||||
2025-04-03 | 13F | First Hawaiian Bank | 55 395 | −15,87 | 5 112 | −16,14 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | HB Wealth Management, LLC | 3 132 | −46,20 | 296 | −44,88 | ||||
2025-07-28 | 13F | Allianz Asset Management GmbH | 16 500 | 60,19 | 1 561 | 64,32 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 32 | −68,00 | 3 | −77,78 | ||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 240 | 0,00 | 23 | 0,00 | ||||
2025-08-12 | 13F | Watchman Group, Inc. | 2 594 | −12,81 | 245 | −10,58 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 745 | −26,28 | 165 | −24,31 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 15 440 | 23,51 | 1 461 | 26,71 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1 274 | −8,21 | 121 | −6,25 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 389 | −24,32 | 37 | −23,40 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 358 170 | −0,98 | 33 894 | 1,53 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 19 794 | −6,02 | 1 873 | −3,50 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 2 781 | −6,46 | 268 | −2,19 | ||||
2025-08-13 | 13F | M&t Bank Corp | 44 585 | 3,15 | 4 219 | 5,77 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 73 408 | 1,98 | 6 947 | 4,56 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | May Hill Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 50 607 | 2,63 | 4 789 | 5,23 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 174 | 0,00 | 16 | 0,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 675 733 | −1,62 | 64 | 0,00 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 63 390 | 2,67 | 5 999 | 5,27 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 212 | 0,00 | 20 | 5,26 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 6 233 | 590 | ||||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 88 656 | 4,99 | 8 390 | 7,65 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7 045 | −1,66 | 667 | 0,45 | ||||
2025-07-15 | 13F | Verum Partners LLC | 2 134 | −9,19 | 202 | −6,94 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 9 881 | −2,02 | 935 | 0,54 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 5 240 | 0,40 | 496 | 2,91 | ||||
2025-07-29 | 13F | Hoese & Co LLP | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | City State Bank | 48 | 0,00 | 5 | 0,00 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2 164 | 208 | ||||||
2025-04-15 | 13F | Collier Financial | 1 052 | 22,33 | 97 | 22,78 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 77 998 | −43,28 | 7 381 | −41,98 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 036 844 | 9,73 | 287 377 | 12,51 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 3 888 | 372 | ||||||
2025-07-15 | 13F | Carr Financial Group Corp | 12 466 | 0,47 | 1 180 | 2,97 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3 976 | 0,00 | 376 | 6,52 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34 739 | −6,80 | 3 284 | −3,61 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 3 373 | −5,17 | 319 | −2,74 | ||||
2025-05-14 | 13F | Spears Abacus Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | PrairieView Partners, LLC | 68 988 | 9,01 | 7 | 20,00 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 727 | 0,47 | 165 | 8,55 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 19 468 | −1,28 | 1 842 | 1,21 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 25 242 | 1,30 | 2 389 | 3,87 | ||||
2025-07-29 | 13F | Salus Financial Advisors, LLC | 197 166 | 7,62 | 18 658 | 10,35 | ||||
2025-07-08 | 13F | Corepath Wealth Partners Llc | 89 373 | −0,47 | 8 610 | 11,25 | ||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 196 | 0,13 | 492 | 2,72 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 353 716 | 33 472 | ||||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 108 | −50,00 | 10 | −47,37 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 709 | 0,00 | 67 | 3,08 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 13 298 | 0,00 | 1 258 | 2,53 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 93 840 | −11,82 | 8 880 | −9,57 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 10 372 | 1,17 | 982 | 3,70 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 9 865 | −11,52 | 934 | −9,24 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 17 626 | −68,45 | 1 668 | −67,67 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 117 457 | 2,10 | 11 115 | 4,68 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 20 314 | 0,46 | 1 922 | 3,00 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 3 000 | 0,00 | 284 | 2,54 | |||
2025-08-07 | 13F | Atala Financial Inc | 2 894 | 0,00 | 274 | 2,25 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 650 | 0,00 | 62 | 3,39 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 494 | 236 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 130 | 2,63 | 959 | 5,27 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Augustine Asset Management Inc | 4 357 | 14,27 | 412 | 17,38 | ||||
2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Cim, Llc | 4 493 | −0,27 | 425 | 2,41 | ||||
2025-07-24 | 13F | MFA Wealth Services | 23 663 | 2,95 | 2 239 | 5,56 | ||||
2025-08-08 | 13F | Independence Financial Advisors, LLC | 125 915 | −66,37 | 11 915 | −65,52 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 5 763 | 0,00 | 545 | 2,64 | ||||
2025-05-01 | 13F | Ballentine Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 30 174 | 2 855 | ||||||
2025-07-17 | 13F | XML Financial, LLC | 5 720 | 3,16 | 541 | 5,87 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 25 892 | 1,95 | 2 450 | 4,57 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 3 373 | 0,00 | 319 | 2,57 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 3 798 | 0,61 | 359 | 3,16 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 173 | −11,34 | 111 | −9,02 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 180 | 0,00 | 17 | 6,25 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 625 593 | 2,70 | 59 200 | 5,30 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 5 616 | −4,51 | 531 | −2,03 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 2 493 | 236 | ||||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 3 627 | −14,54 | 0 | |||||
2025-08-08 | 13F | Bailard, Inc. | 37 857 | 4,46 | 3 582 | 7,12 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 116 496 | 4,05 | 11 024 | 6,70 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 428 | 520,29 | 41 | 566,67 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 151 | 0,00 | 204 | 2,53 | ||||
2025-05-09 | 13F | Mitchell Capital Management Co | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 35 080 | −0,04 | 3 320 | 2,50 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 3 560 | 0,00 | 337 | 2,44 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 31 000 | 2 934 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 687 | −43,82 | 160 | −42,60 | ||||
2025-07-30 | 13F | Townsend & Associates, Inc | 443 565 | −1,49 | 43 115 | 13,77 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 126 230 | 1,80 | 11 945 | 4,39 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 2 345 | 0,00 | 222 | 2,31 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 965 | 0,00 | 91 | 2,25 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 863 674 | −47,33 | 81 729 | −45,99 | ||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 1 705 | 0,00 | 161 | 2,55 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 11 675 | −79,89 | 1 105 | −79,39 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 3 292 | 0,00 | 312 | 2,64 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 6 583 | −2,42 | 623 | 0,00 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3 938 | 0,00 | 373 | 2,48 | ||||
2025-08-12 | 13F | Bank OZK | 2 909 | 0,00 | 275 | 2,61 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 2 216 | 0,27 | 210 | 2,96 | ||||
2025-04-15 | 13F | Curated Wealth Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 13 231 | −0,63 | 1 252 | 1,95 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 82 | 0,00 | 8 | 0,00 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 91 | 0,00 | 9 | 0,00 | ||||
2025-08-12 | 13F | Dean Investment Associates, Llc | 14 756 | 0,00 | 1 396 | 2,57 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 5 915 | 0,46 | 1 | |||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 16 464 | 2 | ||||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 20 918 | 1 979 | ||||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 545 632 | 5,77 | 51 633 | 8,46 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 17 302 | 72,21 | 1 637 | 76,59 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 55 | 0,00 | 5 | 0,00 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 17 450 | 0,00 | 1 651 | 2,55 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 9 184 | −48,66 | 869 | −47,37 | ||||
2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 3 855 | 0,47 | 365 | 2,82 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 119 799 | 197,22 | 11 337 | 204,81 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 715 | −91,49 | 162 | −91,88 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 7 676 | −1,63 | 726 | 0,83 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 4 932 | 19,88 | 467 | 22,96 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 16 008 | 350,55 | 1 529 | 367,28 | ||||
2025-08-12 | 13F | Argent Trust Co | 10 922 | −4,92 | 1 034 | −2,55 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6 633 | 0,00 | 628 | 2,45 | ||||
2025-08-08 | 13F | Firestone Capital Management | 6 942 | 0,00 | 657 | 2,50 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 4 640 | −0,64 | 439 | 2,09 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 1 603 | 49,95 | 152 | 54,08 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 21 460 | −3,69 | 1 981 | −4,02 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 4 926 | 466 | ||||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 163 | −28,19 | 15 | −25,00 | ||||
2025-08-06 | 13F | Equity Investment Corp | 36 332 | 20,93 | 3 438 | 24,03 | ||||
2025-08-13 | 13F | Wealthquest Corp | 13 217 | −0,59 | 1 251 | 1,87 | ||||
2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 3 465 | 0,12 | 328 | 2,51 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 4 247 | −38,02 | 402 | −36,55 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24 081 | 0,23 | 2 279 | 2,75 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 74 127 | 10,85 | 7 015 | 13,66 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 28 686 | −2,67 | 2 715 | −0,22 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2 592 | −7,46 | 245 | −5,04 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 2 600 | 0,00 | 246 | 2,93 | ||||
2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 3 226 | 305 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 40 954 | 167,78 | 3 875 | 174,63 | ||||
2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 100 981 | −0,21 | 9 556 | 2,32 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 15 448 | 0,54 | 1 462 | 3,03 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 442 | 41 | ||||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 4 070 | 28,39 | 385 | 31,85 | ||||
2025-07-08 | 13F | Melone Private Wealth, LLC | 4 367 | −5,04 | 411 | −3,07 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 6 | 1 | ||||||
2025-08-01 | 13F | Gwn Securities Inc. | 4 882 | −1,17 | 463 | 1,54 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 286 787 | 3,49 | 27 | 8,00 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 124 246 | 0,99 | 11 757 | 3,55 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 290 | 0,44 | 217 | 2,86 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Elm Partners Management LLC | 45 739 | −10,34 | 4 328 | −8,07 | ||||
2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | One Day In July LLC | 10 406 | 11,95 | 985 | 14,82 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 88 | 8 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 652 652 | −2,86 | 61 760 | 4,23 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 22 060 | 18,93 | 2 088 | 21,98 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 4 500 | 0,00 | 426 | 2,41 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 263 908 | 24 974 | ||||||
2025-08-08 | 13F | Francis Financial, Inc. | 2 741 | −14,93 | 259 | −12,79 | ||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 40 038 | 0,56 | 3 826 | 4,14 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 7 418 | −46,37 | 702 | −45,06 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 967 | −15,69 | 92 | −13,33 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 5 142 | 487 | ||||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 4 | 0 | ||||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 22 811 | 4,40 | 2 159 | 7,04 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 2 157 | 0,00 | 204 | 2,51 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Clarity Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 36 973 | 2,73 | 3 499 | 6,32 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 14 912 | −3,02 | 1 423 | 0,21 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 104 510 | 3,24 | 9 890 | 5,86 | ||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 281 281 | 2,08 | 26 618 | 4,66 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 75 182 | 100,97 | 7 114 | 106,08 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 54 | 0,00 | 5 | 25,00 | ||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 375 | 0,00 | 35 | 2,94 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 65 104 | −19,47 | 6 161 | −17,44 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8 923 | 0,70 | 844 | 3,30 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7 358 | 0,30 | 679 | 5,11 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 505 | 0,00 | 48 | 2,17 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 804 | −1,21 | 549 | 1,29 | ||||
2025-05-02 | 13F | Easterly Investment Partners Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 44 264 | −10,61 | 4 189 | −8,34 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 3 554 | 0,00 | 336 | 2,75 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 3 962 | −0,08 | 375 | 2,47 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 723 | 14,23 | 542 | 17,10 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 546 | −23,31 | 430 | −21,39 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 195 674 | 863,10 | 18 517 | 887,52 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 2 288 487 | −5,02 | 216 559 | −2,61 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 3 029 | 0,00 | 287 | 2,51 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 3 576 178 | 1,39 | 338 414 | 3,96 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 4 942 | 0 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 601 356 | −10,17 | 56 906 | −7,90 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 13 093 | −1,76 | 1 239 | 0,65 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 558 | 53 | ||||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 5 943 | 562 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 185 593 | 54,62 | 17 867 | 61,29 | ||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 2 | 0,00 | 0 | |||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 32 954 | −1,39 | 3 118 | 1,10 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 3 555 | 0,00 | 336 | 2,44 | ||||
2025-08-14 | 13F | Bank of Marin | 3 820 | 0,00 | 361 | 2,56 | ||||
2025-08-07 | 13F | Nwam Llc | 8 579 | 5,57 | 825 | 10,01 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 160 792 | 0,17 | 15 | 7,14 | ||||
2025-07-24 | 13F | Blair William & Co/il | 1 049 440 | −7,80 | 99 308 | −5,46 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 145 | 0,00 | 203 | 2,54 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 650 | 9 364,29 | 0 | −100,00 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 127 763 | 2,78 | 12 090 | 5,39 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 900 | 0,00 | 85 | 2,41 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 2 129 | −28,89 | 201 | −27,17 | ||||
2025-08-14 | 13F | Fmr Llc | 477 610 | 0,48 | 45 196 | 3,03 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 3 119 | 0,06 | 0 | |||||
2025-08-13 | 13F | MONECO Advisors, LLC | 7 026 | −0,68 | 665 | 1,84 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 3 507 | 18,20 | 332 | 21,25 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 342 956 | −3,19 | 32 | 0,00 | ||||
2025-08-08 | 13F | Petix & Botte Co | 189 108 | −4,62 | 17 895 | −2,20 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 23 910 | 0,00 | 2 263 | 2,54 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 327 | −32,53 | 584 | −32,83 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 7 515 | −87,51 | 695 | −87,49 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3 260 | −9,32 | 308 | −6,95 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 16 521 | −2,23 | 1 588 | 9,90 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 1 000 | −24,92 | 95 | −22,95 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 2 732 | 0,15 | 259 | 2,79 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 179 | 219,64 | 17 | 220,00 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 56 816 | −1,09 | 5 377 | 1,41 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 52 473 | −0,01 | 4 996 | 3,14 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 4 621 | 0,00 | 437 | 2,58 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 5 260 | −2,61 | 498 | −0,20 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 15 152 | −36,14 | 1 434 | −34,54 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5 036 | 57,92 | 477 | 61,90 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 506 974 | −9,34 | 47 987 | −7,04 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 478 921 | 2,59 | 45 320 | 5,19 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 2 614 | −2,50 | 247 | 0,00 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 4 318 | −0,48 | 409 | 2,00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 317 175 | 1,92 | 30 014 | 4,51 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 2 300 | −26,07 | 218 | −24,39 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 310 093 | 15,78 | 29 344 | 18,72 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 5 866 | 0,00 | 555 | 2,59 | ||||
2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 3 425 | −19,15 | 324 | −16,92 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 32 038 | 3 032 | ||||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 5 247 | −15,79 | 497 | −13,74 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 2 832 | 0,00 | 259 | −1,15 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 50 069 | 1,39 | 4 636 | 1,71 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 20 438 | −56,36 | 1 934 | −55,25 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 1 261 168 | 24,46 | 119 344 | 27,61 | ||||
2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Lansing Street Advisors | 10 145 | 0,28 | 960 | 2,89 | ||||
2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 3 150 | 0,00 | 298 | 2,76 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 251 187 | 17,43 | 23 770 | 20,40 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 87 889 | 152,21 | 8 317 | 158,58 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 3 505 | −35,15 | 0 | |||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3 124 | 0,00 | 296 | 2,43 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 260 | 0,15 | 308 | 3,70 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 2 575 | 0,04 | 244 | 2,53 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Americana Partners, LLC | 4 568 | −0,59 | 432 | 1,89 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 14 724 | −1,02 | 1 393 | 1,53 | ||||
2025-07-22 | 13F | Accel Wealth Management | 2 253 | 0,00 | 213 | 2,90 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 148 062 | 3,43 | 14 011 | 6,06 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 349 653 | 2,48 | 33 088 | 5,07 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 74 402 651 | 3,04 | 7 040 723 | 5,65 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3 087 | 0,00 | 292 | 2,82 | ||||
2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 25 592 | 0,05 | 2 422 | 2,58 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 650 | 6,38 | 62 | 8,93 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 3 623 | 0,00 | 343 | 2,40 | ||||
2025-07-31 | 13F | Forte Asset Management Llc | 5 288 | 0,00 | 500 | 2,46 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 635 | −3,50 | 60 | 0,00 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 3 231 | 0,00 | 306 | 2,35 | ||||
2025-07-09 | 13F | Catalyst Private Wealth, Llc | 30 878 | 46,55 | 2 922 | 50,26 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 284 | 0,00 | 27 | 0,00 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 014 | 5,09 | 285 | 7,95 | ||||
2025-07-23 | 13F | Drake & Associates, LLC | 283 028 | 4,73 | 26 783 | 7,39 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 2 417 | −1,71 | 229 | 0,88 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 58 194 | −4,50 | 5 507 | −2,08 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 613 488 | 3,26 | 58 054 | 5,88 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 5 140 | 0,00 | 486 | 2,53 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 10 720 | −17,07 | 1 014 | −14,93 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4 770 | 10,93 | 451 | 13,89 | ||||
2025-08-14 | 13F | UBS Group AG | 1 606 861 | −0,78 | 152 057 | 1,73 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 2 008 | 0,00 | 190 | 2,70 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 803 | 0,25 | 76 | 4,11 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 2 669 | 20,33 | 253 | 23,53 | ||||
2025-08-15 | 13F | Zuckerman Investment Group, LLC | 75 825 | 22,64 | 7 175 | 25,77 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 7 828 | 0,01 | 741 | 2,49 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 85 842 | −2,05 | 8 123 | 0,43 | ||||
2025-07-07 | 13F | General Partner, Inc. | 25 634 | 0,00 | 2 426 | 2,54 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 153 447 | 6,31 | 14 521 | 9,01 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 1 325 | 0,00 | 125 | 2,46 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 17 | 0,00 | 2 | 0,00 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 56 477 | 5,00 | 5 490 | 15,78 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 133 601 | −14,02 | 107 273 | −11,84 | ||||
2025-08-12 | 13F | White Pine Capital Llc | 10 858 | −2,95 | 1 027 | −0,48 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 3 474 | 0,17 | 329 | 2,50 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 76 185 | −4,56 | 7 209 | −2,14 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 117 290 | 17,89 | 11 099 | 20,88 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 160 169 | 5,64 | 15 157 | 8,31 | ||||
2025-08-04 | 13F | Assetmark, Inc | 9 914 | −16,91 | 938 | −14,80 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 566 693 | 0,44 | 53 626 | 2,99 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1 136 | 108 | ||||||
2025-08-05 | 13F | Next Capital Management LLC | 13 547 | 1,91 | 1 282 | 4,49 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 23 242 | 2,91 | 2 199 | 5,52 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 6 194 | −30,53 | 586 | −28,97 | ||||
2025-07-16 | 13F/A | CX Institutional | 3 380 | 2,95 | 0 | |||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 4 366 | −0,07 | 413 | 2,48 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 2 687 | 0,00 | 254 | 2,42 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 97 | 0,00 | 9 | 12,50 | ||||
2025-07-22 | 13F | Silver Lake Advisory, LLC | 23 133 | −1,62 | 2 189 | 0,88 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 2 228 | 211 | ||||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 62 | 0,00 | 6 | 0,00 | ||||
2025-08-12 | 13F | Eley Financial Management, Inc | 50 220 | 0,09 | 4 752 | 2,77 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 6 156 | −2,81 | 583 | −0,34 | ||||
2025-08-04 | 13F | Spire Wealth Management | 53 657 | −4,39 | 5 078 | −1,97 | ||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 8 552 | −8,81 | 809 | −6,47 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 7 213 | 2,20 | 683 | 4,76 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 158 | 0,00 | 15 | 0,00 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | North Star Investment Management Corp. | 2 485 | 249,51 | 235 | 261,54 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 72 | −50,68 | 7 | −53,85 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 3 037 | 16,40 | 287 | 19,58 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 23 931 | −41,36 | 2 265 | −39,88 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 11 691 | −8,85 | 1 106 | −6,51 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 159 729 | −7,92 | 15 115 | −5,58 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 206 385 | 39,10 | 19 530 | 42,63 | ||||
2025-08-04 | 13F | Atria Investments Llc | 177 943 | −3,39 | 16 839 | −0,94 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 113 848 | −1,39 | 10 773 | 1,12 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 675 | 0,00 | 64 | 1,61 | ||||
2025-08-07 | 13F | Commerce Bank | 9 461 | −4,93 | 895 | −2,51 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 4 597 | 0,00 | 424 | −0,24 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 11 006 | −3,84 | 1 042 | −1,42 | ||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2 618 | −3,64 | 248 | −1,20 | ||||
2025-08-08 | 13F | Brickley Wealth Management | 11 806 | 0,00 | 1 117 | 2,57 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 18 924 | −15,29 | 1 791 | −13,15 | ||||
2025-07-23 | 13F | Sachetta, LLC | 10 653 | −1,10 | 1 008 | 1,41 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 578 | 0,00 | 55 | 1,89 | ||||
2025-08-14 | 13F | Mariner, LLC | 97 942 | 8,00 | 9 268 | 10,74 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 382 | −78,83 | 320 | −78,29 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8 532 | 96,23 | 808 | 101,25 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 111 497 | 17,71 | 10 551 | 20,70 | ||||
2025-04-21 | 13F | CWA Asset Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 338 | 0,00 | 32 | 0,00 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 2 292 | 0,00 | 217 | 2,37 | ||||
2025-08-12 | 13F | Archer Investment Corp | 186 | −17,33 | 18 | −15,00 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 3 968 | 359 | ||||||
2025-07-31 | 13F | CNB Bank | 250 | 0,00 | 24 | 0,00 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 95 643 | 0,19 | 9 051 | 2,72 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 292 029 | 3,16 | 28 | 3,85 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 2 801 | 5,50 | 265 | 8,16 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 846 | −20,49 | 80 | −18,37 | ||||
2025-05-13 | 13F | Freestone Capital Holdings, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 26 317 | −12,57 | 2 490 | −10,37 | ||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 1 226 | 13,00 | 116 | 2,65 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 378 | 36 | ||||||
2025-07-14 | 13F | McMahon Financial Advisors, LLC | 138 340 | −3,02 | 13 091 | −0,56 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 37 | 0,00 | 0 | |||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4 856 346 | 1,57 | 459 556 | 4,15 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 3 703 | 0,00 | 350 | 2,64 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 5 042 | −13,71 | 477 | −11,50 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 33 486 | 63,70 | 3 090 | 63,15 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 114 413 | −4,67 | 10 827 | −2,26 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 42 864 | 15,86 | 4 056 | 18,80 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 1 189 | 0,00 | 113 | 2,75 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 8 315 | 0,00 | 787 | 2,48 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 90 976 | −0,13 | 8 609 | 2,41 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 900 | 0,00 | 85 | 2,41 | ||||
2025-07-25 | 13F | R. W. Roge & Company, Inc. | 9 748 | 6,05 | 1 | |||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 2 682 | 19,20 | 253 | 21,74 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 14 174 | 46,21 | 1 | |||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 39 678 | 18,60 | 3 755 | 21,61 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5 561 | −13,45 | 562 | −5,07 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 30 176 | −18,37 | 2 856 | −16,30 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 19 832 | 153,96 | 1 877 | 160,56 | ||||
2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 8 056 | −5,45 | 762 | −3,05 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 47 943 | −1,22 | 4 537 | 1,27 | ||||
2025-08-07 | 13F | Weil Company, Inc. | 51 355 | −83,23 | 4 860 | −82,81 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 6 625 | −5,13 | 627 | −2,80 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 110 | −85,82 | 10 | −85,92 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 130 | 0,00 | 12 | 0,00 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 5 059 | −22,26 | 479 | −20,33 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 523 | 26,02 | 49 | 28,95 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 1 756 | 0,00 | 166 | 2,47 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 5 000 | −49,70 | 473 | −48,42 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 22 509 | −1,12 | 2 130 | 1,43 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5 252 441 | 14,20 | 497 039 | 17,09 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 23 745 | 2 247 | ||||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 199 | 34,46 | 19 | 38,46 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 9 654 | −6,48 | 914 | −4,10 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4 008 | 5,53 | 379 | 8,29 | ||||
2025-08-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Huntington National Bank | 1 317 | −51,02 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 52 703 | −4,66 | 4 880 | −4,35 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 3 727 | 0,00 | 353 | 2,62 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 410 332 | 0,64 | 38 830 | 3,19 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 6 021 | −3,51 | 570 | −1,04 | ||||
2025-08-13 | 13F | Kilter Group LLC | 3 | 0 | ||||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 2 759 | −23,57 | 261 | −21,62 | ||||
2025-07-28 | 13F | Variant Private Wealth, LLC | 57 866 | 0,99 | 5 476 | 3,54 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 19 301 | 4,74 | 1 826 | 7,41 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7 670 | 21,23 | 726 | 24,36 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 244 102 | 3,63 | 23 099 | 6,26 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 144 275 | −2,31 | 13 653 | 0,16 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7 082 | 39,35 | 670 | 43,16 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 443 | 0,00 | 42 | 2,50 | ||||
2025-08-12 | 13F | GDS Wealth Management | 314 844 | −15,14 | 29 794 | −12,99 | ||||
2025-08-14 | 13F | Potentia Wealth | 12 173 | 0,00 | 1 152 | 2,49 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 4 176 | −5,46 | 383 | 1,06 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 4 594 | −8,19 | 435 | −5,86 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 17 916 | 1 695 | ||||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 4 885 | −1,93 | 462 | 0,65 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-07 | 13F | Benedict Financial Advisors Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 20 745 | 0,00 | 1 963 | 2,56 | ||||
2025-07-21 | 13F | Matauro, Llc | 23 504 | −5,07 | 2 224 | −2,67 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 258 | 24 | ||||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Prudent Investors Network | 5 577 | 0,00 | 528 | 2,53 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 6 269 | −9,66 | 593 | −5,87 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 2 626 | −21,05 | 249 | −18,95 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 21 921 | 0,41 | 2 074 | 2,98 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 5 122 | −9,31 | 485 | −7,10 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 280 | 0,00 | 26 | 4,00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 3 651 | 8,69 | 346 | 11,65 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 100 276 | 5,07 | 11 051 | 31,70 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 34 094 | −3,07 | 3 226 | 5,08 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 120 | 33,33 | 11 | 37,50 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 773 | 0,00 | 73 | 2,82 | ||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 3 729 | 42,38 | 353 | 46,06 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1 467 | −1,81 | 139 | 0,73 | ||||
2025-09-03 | 13F | American Trust | 3 598 | 341 | ||||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 114 365 | −5,03 | 10 822 | −2,62 | ||||
2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 31 | 0,00 | 3 | 0,00 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 236 | 0,00 | 22 | 0,00 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 4 065 | 0,00 | 385 | 2,40 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 75 632 | −70,48 | 7 157 | −69,73 | ||||
2025-07-25 | 13F | JustInvest LLC | 2 886 | −38,00 | 273 | −36,36 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2 273 | −19,99 | 215 | −17,94 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 250 | 0,00 | 24 | 0,00 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 150 | 0,00 | 14 | 7,69 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 160 119 | 0,21 | 15 152 | 2,75 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 2 072 304 | 2,09 | 196 102 | 4,68 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 3 797 | 0,74 | 359 | 3,46 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 12 215 | 0,11 | 1 156 | 2,58 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 13 | 0,00 | 1 | 0,00 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 11 | 0,00 | 1 | 0,00 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 10 866 | 53,17 | 1 028 | 57,19 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 275 | 26 | ||||||
2025-07-23 | 13F | Columbus Macro, LLC | 76 692 | −7,39 | 7 257 | −5,05 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 31 | 0,00 | 3 | 0,00 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 523 | 0,00 | 333 | 2,46 | ||||
2025-07-31 | 13F/A | Avion Wealth | 1 499 | 0,00 | 0 | |||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 160 136 | −0,35 | 15 154 | 2,18 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 330 | −3,58 | 410 | 12,05 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3 368 | −9,24 | 319 | 3,58 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 733 140 | 117,52 | 69 377 | 122,31 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 3 887 | 0,00 | 368 | 2,51 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7 099 | −13,46 | 672 | −11,36 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 754 | 0,00 | 71 | 2,90 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 488 | 0,00 | 0 | |||||
2025-08-14 | 13F | Headinvest, Llc | 2 673 | 0,00 | 253 | 2,44 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 3 073 | −1,22 | 291 | 1,05 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 91 744 | −73,66 | 8 682 | −72,99 | ||||
2025-08-15 | 13F | Morgan Stanley | 9 016 283 | −1,78 | 853 211 | 0,71 |