Grundläggande statistik
Institutionella ägare | 1459 total, 1453 long only, 1 short only, 5 long/short - change of 3,98% MRQ |
Genomsnittlig portföljallokering | 0.3896 % - change of −6,51% MRQ |
Institutionella aktier (lång) | 375 669 684 (ex 13D/G) - change of 0,21MM shares 0,06% MRQ |
Institutionellt värde (lång) | $ 33 961 414 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) har 1459 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 375,738,784 aktier. Största aktieägare inkluderar Jones Financial Companies Lllp, Bank Of America Corp /de/, Wells Fargo & Company/mn, Us Bancorp \de\, Pnc Financial Services Group, Inc., Morgan Stanley, Bank of New York Mellon Corp, Northern Trust Corp, Baird Financial Group, Inc., and Jpmorgan Chase & Co .
iShares Trust - iShares Russell Mid-Cap ETF (ARCA:IWR) 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 17, 2025 is 95,99 / share. Previously, on September 18, 2024, the share price was 86,80 / share. This represents an increase of 10,59% 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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Load AllFil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 20 720 | −0,38 | 1 906 | 7,69 | ||||
2025-08-07 | 13F | Cvfg Llc | 6 279 | 3,55 | 577 | 12,04 | ||||
2025-07-17 | 13F | Coastline Trust Co | 362 956 | 2,99 | 33 381 | 11,34 | ||||
2025-08-12 | 13F | Fca Corp /tx | 34 597 | 3,39 | 3 182 | 11,77 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 4 219 | 2,85 | 388 | 11,21 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 18 488 | 11,39 | 1 712 | 21,00 | ||||
2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 5 139 | −4,28 | 473 | 3,51 | ||||
2025-08-15 | 13F | Morgan Stanley | 10 627 845 | 5,63 | 977 443 | 14,20 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 4 000 | 0,00 | 368 | 7,94 | ||||
2025-08-12 | 13F | Athena Investment Management | 2 299 | 211 | ||||||
2025-08-14 | 13F | Alliancebernstein L.p. | 157 542 | 9,68 | 14 489 | 18,58 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 12 674 | 267,68 | 1 191 | 310,69 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 219 159 | −11,24 | 20 156 | −4,03 | ||||
2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 10 806 | −0,18 | 994 | 7,93 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 100 | 9 | ||||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 61 471 | 19,30 | 5 653 | 28,98 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 5 941 | 0,00 | 546 | 8,12 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 39 | 0,00 | 4 | 0,00 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 9 899 322 | 23,46 | 910 441 | 33,47 | ||||
2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 13 410 | 1 233 | ||||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 81 327 | 2,65 | 7 480 | 10,98 | ||||
2025-07-09 | 13F | Veracity Capital LLC | 6 538 | 21,28 | 601 | 31,22 | ||||
2025-07-14 | 13F | Palacios Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Members Advisory Group LLC | 161 855 | −21,20 | 14 887 | −14,81 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 80 730 | −5,82 | 7 425 | 1,82 | ||||
2025-08-11 | 13F | Performa Ltd (US), LLC | 1 | 0,00 | 0 | |||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 2 431 | 0,25 | 0 | |||||
2025-07-30 | 13F | Financial Perspectives, Inc | 1 085 | 0,00 | 100 | 7,61 | ||||
2025-08-06 | 13F | Summit Investment Advisors, Inc. | 16 067 | 0,84 | 1 484 | 9,68 | ||||
2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 51 746 | 3,03 | 4 759 | 11,40 | ||||
2025-07-24 | 13F | Lmcg Investments, Llc | 5 131 | 0,00 | 472 | 8,03 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 4 068 | 0,00 | 374 | 8,09 | ||||
2025-05-12 | 13F | Traynor Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Montis Financial, LLC | 9 276 | −19,08 | 853 | −12,51 | ||||
2025-08-14 | 13F | German American Bancorp, Inc. | 938 960 | −0,32 | 86 356 | 7,77 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | 2 | ||||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 345 | 0,00 | 124 | 7,89 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 52 | 5 | ||||||
2025-08-12 | 13F | Change Path, LLC | 12 635 | 17,07 | 1 162 | 26,58 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 160 | 0,00 | 15 | 7,69 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 9 797 | 42,34 | 901 | 54,02 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 38 121 | 1,54 | 3 506 | 9,77 | ||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 26 939 | −2,11 | 2 478 | 5,81 | ||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 4 450 | 0,00 | 409 | 8,20 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 44 780 | −8,09 | 4 118 | −0,63 | ||||
2025-07-29 | 13F | Hoese & Co LLP | 366 | 0,00 | 34 | 6,45 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 580 | 53 | ||||||
2025-07-23 | 13F | Objectivity Squared, LLC | 3 187 | 0,28 | 293 | 15,81 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 13 122 | −19,31 | 1 116 | −11,71 | ||||
2025-08-04 | 13F | Spinnaker Trust | 3 524 | 0,00 | 324 | 8,36 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 32 195 | −0,01 | 2 961 | 8,11 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 33 355 | 12,42 | 3 068 | 21,56 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 422 089 | −52,28 | 38 828 | −48,39 | ||||
2025-07-22 | 13F | Ellenbecker Investment Group | 22 851 | −3,72 | 2 102 | 4,06 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 9 838 | 12,83 | 905 | 22,00 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 247 | 0,00 | 0 | |||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 1 805 | 0,00 | 166 | 8,50 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 4 731 | 0,00 | 435 | 8,21 | ||||
2025-08-12 | 13F | Heritage Trust Co | 11 541 | 0,52 | 1 061 | 8,71 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 182 | 0,00 | 17 | 6,67 | ||||
2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 2 498 | 0,00 | 230 | 8,02 | ||||
2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 4 | −85,71 | 0 | |||||
2025-08-05 | 13F | Hunter Associates Investment Management Llc | 7 142 | 0,03 | 1 | |||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 15 273 | −7,05 | 1 405 | 0,50 | ||||
2025-08-14 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 16 | −36,00 | 1 | −50,00 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 501 728 | 2,70 | 46 144 | 11,03 | ||||
2025-08-08 | 13F | Stephenson & Company, Inc. | 2 750 | −3,51 | 253 | 4,13 | ||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 48 062 | 2,16 | 4 420 | 10,44 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 3 888 | 0,00 | 0 | |||||
2025-07-18 | 13F | Ewa, Llc | 3 764 | 346 | ||||||
2025-07-23 | 13F | Canopy Partners, LLC | 58 600 | −5,11 | 5 389 | 2,59 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 25 087 | 0,03 | 2 307 | 8,16 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 12 208 | 0,24 | 1 123 | 4,28 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 8 177 | −4,70 | 752 | 3,16 | ||||
2025-07-18 | 13F | First Pacific Financial | 300 | 0,00 | 28 | 8,00 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 208 791 | −2,65 | 19 202 | 5,25 | ||||
2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 5 468 | 0,00 | 503 | 7,96 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 3 256 | 0,03 | 299 | 8,33 | ||||
2025-08-06 | 13F | Legacy Bridge, LLC | 18 694 | 1,38 | 1 719 | 9,63 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 2 505 | −31,54 | 230 | −26,05 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 2 711 | 249 | ||||||
2025-07-28 | 13F | IFC Advisors LLC | 72 475 | −1,56 | 6 666 | 6,42 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 963 696 | −12,75 | 89 | −5,38 | ||||
2025-07-09 | 13F | Westshore Wealth, LLC | 69 381 | 0,89 | 6 381 | 9,06 | ||||
2025-04-23 | 13F | Sabal Trust CO | 54 197 | −2,19 | 4 611 | −5,88 | ||||
2025-07-09 | 13F | Baron Financial Group, LLC | 61 455 | 5,72 | 5 652 | 14,30 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12 897 853 | −1,97 | 1 186 216 | 5,98 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 1 471 | 1,38 | 135 | 9,76 | ||||
2025-07-11 | 13F | Essex Savings Bank | 8 247 | −3,69 | 758 | 4,12 | ||||
2025-07-17 | 13F | City Holding Co | 74 283 | 0,15 | 6 832 | 8,27 | ||||
2025-08-08 | 13F | Sawgrass Asset Management Llc | 94 494 | 0,05 | 8 691 | 8,17 | ||||
2025-07-09 | 13F | Central Bank & Trust Co | 7 753 | −4,05 | 713 | 3,78 | ||||
2025-08-06 | 13F | Bensler, LLC | 7 793 | 0,01 | 717 | 8,16 | ||||
2025-04-04 | 13F | Baring Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 39 849 | −1,84 | 4 | 0,00 | ||||
2025-08-05 | 13F | Core Alternative Capital | 190 | 0,00 | 17 | 6,25 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 2 465 | 0,00 | 227 | 8,13 | ||||
2025-07-23 | 13F | Monte Financial Group, LLC | 2 422 | 223 | ||||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 80 704 | −4,94 | 7 422 | 2,77 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 84 387 | 223,57 | 7 761 | 249,91 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 547 366 | −51,11 | 50 341 | −47,15 | ||||
2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 14 001 | 0,00 | 1 288 | 8,06 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Headlands Technologies LLC | 392 | −24,76 | 36 | −18,18 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 2 903 | 267 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 50 053 | 36,58 | 4 605 | 47,66 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 17 360 | −0,37 | 1 597 | 7,69 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 2 368 | 0,00 | 218 | 7,96 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 172 630 | 2,51 | 15 877 | 10,82 | ||||
2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 4 281 | −60,53 | 394 | −57,38 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 42 242 | −0,33 | 3 885 | 7,74 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 2 339 | 218 | ||||||
2025-07-17 | 13F | Independence Bank of Kentucky | 86 298 | −2,20 | 7 937 | 5,73 | ||||
2025-08-01 | 13F | Pettee Investors, Inc. | 2 184 | 201 | ||||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 9 | 0,00 | 1 | |||||
2025-08-12 | 13F | Associated Banc-corp | 3 996 | −10,86 | 368 | −3,67 | ||||
2025-08-26 | 13F | Nautilus Advisors LLC | 2 789 | 0,04 | 257 | 8,02 | ||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 3 889 | 0,05 | 358 | 8,18 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 107 824 | −14,88 | 9 917 | −7,97 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 2 664 | 0,00 | 245 | 8,41 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 2 917 | 15,85 | 268 | 25,23 | ||||
2025-07-14 | 13F | Enzi Wealth | 2 795 | 0,00 | 260 | 11,59 | ||||
2025-07-25 | 13F | Bricktown Capital, LLC | 152 264 | 0,00 | 14 004 | 8,11 | ||||
2025-07-07 | 13F | Enterprise Bank & Trust Co | 3 122 | 0,00 | 287 | 8,30 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 12 580 | 242,87 | 1 157 | 270,51 | ||||
2025-08-11 | 13F | Citigroup Inc | 74 934 | −36,70 | 6 892 | −31,57 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 22 782 | −1,13 | 2 | 100,00 | ||||
2025-07-23 | 13F | Motiv8 Investments LLC | 30 188 | −2,79 | 2 776 | 5,11 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 604 | 0,00 | 56 | 7,84 | ||||
2025-07-29 | 13F | Private Trust Co Na | 30 354 | −1,37 | 2 792 | 6,61 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 1 873 | −1,16 | 172 | 6,83 | ||||
2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 5 309 | 0,25 | 488 | 8,44 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 37 514 | 2,74 | 3 450 | 11,08 | ||||
2025-07-11 | 13F | First PREMIER Bank | 6 877 | −0,74 | 1 | |||||
2025-07-28 | 13F | Copia Wealth Management | 584 | 0,69 | 54 | 8,16 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 10 791 | −4,48 | 992 | 3,23 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 140 | −23,50 | 13 | −20,00 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 480 | 5,51 | 412 | 13,85 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 22 058 | 0,00 | 2 029 | 8,10 | ||||
2025-07-31 | 13F | Vaughan David Investments Inc/il | 3 194 | 0,00 | 0 | |||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 65 113 | −0,34 | 5 988 | 7,74 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 10 081 | 198,52 | 939 | 227,18 | ||||
2025-08-12 | 13F | LPL Financial LLC | 3 049 642 | 1,91 | 280 476 | 10,17 | ||||
2025-04-17 | 13F | Fortitude Advisory Group L.L.C. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 8 215 063 | −0,04 | 755 539 | 8,06 | ||||
2025-08-05 | 13F | Marion Wealth Management | 2 188 | 201 | ||||||
2025-07-29 | 13F | May Barnhard Investments LLC | 28 043 | 0,00 | 2 579 | 8,13 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3 293 | −7,84 | 0 | |||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 7 020 | 0,00 | 646 | 8,04 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 945 | 0,00 | 87 | 7,50 | ||||
2025-07-18 | 13F | United Bank | 3 537 | 0,00 | 325 | 8,33 | ||||
2025-07-18 | 13F | SMI Advisory Services, LLC | 5 891 | −3,93 | 546 | 16,67 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 4 996 | 74,75 | 468 | 91,02 | ||||
2025-08-13 | 13F | PACK Private Wealth, LLC | 3 822 | 0,00 | 352 | 8,00 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 504 | 0,20 | 46 | 9,52 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 2 702 | −11,09 | 248 | −3,88 | ||||
2025-08-14 | 13F | Novus Advisors, Llc | 2 401 | −41,11 | 221 | −36,42 | ||||
2025-06-26 | NP | BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional | 211 196 | −18,01 | 17 772 | −25,06 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 5 | 0,00 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 217 865 | 36,19 | 20 037 | 47,24 | ||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 9 158 | 0,00 | 857 | 17,42 | ||||
2025-07-29 | 13F | Vectors Research Management, LLC | 2 507 | 0,00 | 231 | 7,98 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 63 168 | 5,18 | 5 810 | 13,72 | ||||
2025-07-17 | 13F | Luminvest Wealth Management LLC | 15 056 | 0,00 | 1 385 | 8,13 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 4 781 | −11,48 | 440 | −4,36 | ||||
2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Trust Co of the South | 5 880 | 0,00 | 541 | 8,00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 761 | −30,12 | 162 | −24,77 | ||||
2025-07-08 | 13F | Atlas Brown,Inc. | 15 489 | −1,41 | 1 425 | 6,59 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 10 024 | 7,97 | 922 | 16,73 | ||||
2025-08-13 | 13F | New South Capital Management Inc | 33 730 | 253,93 | 3 102 | 282,96 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 14 419 | 8,97 | 1 326 | 17,87 | ||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 115 764 | 0,31 | 10 647 | 8,44 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 10 470 | −0,10 | 963 | 7,97 | ||||
2025-08-14 | 13F | 10Elms LLP | 20 | 0,00 | 2 | 0,00 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 415 | 123,12 | 38 | 153,33 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 18 870 | 24,05 | 1 735 | 34,08 | ||||
2025-07-11 | 13F | Spence Asset Management | 1 943 | 0,00 | 0 | |||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 8 425 | 8,30 | 775 | 17,10 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 4 182 | −0,12 | 385 | 7,87 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 61 845 | 11,28 | 5 885 | 23,74 | ||||
2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 61 555 | −1,15 | 5 661 | 6,87 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 2 324 | 214 | ||||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 3 453 | 0,00 | 318 | 8,19 | ||||
2025-08-11 | 13F | Baldwin Investment Management, LLC | 8 363 | 0,00 | 769 | 8,16 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 4 825 | 0,00 | 444 | 8,05 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 75 142 | −0,32 | 6 911 | 7,77 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 2 843 | 0,00 | 261 | 8,30 | ||||
2025-08-05 | 13F | Mathes Company, Inc. | 6 301 | 0,00 | 1 | |||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 16 952 | 0,00 | 1 559 | 8,11 | ||||
2025-08-13 | 13F | Knuff & Co LLC | 13 437 | −19,21 | 1 236 | −12,66 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 159 | 0,00 | 15 | 0,00 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1 407 | 0,00 | 129 | 8,40 | ||||
2025-05-15 | 13F | Willis Johnson & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Welch & Forbes Llc | 22 727 | 0,49 | 2 090 | 8,63 | ||||
2025-07-11 | 13F | Bell Bank | 4 331 | 0,00 | 398 | 8,15 | ||||
2025-07-18 | 13F | TPG Advisors LLC | 3 020 | 0,00 | 278 | 8,20 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 045 | −0,65 | 1 384 | 7,46 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 12 154 | 158,38 | 1 118 | 179,25 | ||||
2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 4 804 | 0,00 | 0 | |||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 126 873 | 2,19 | 11 668 | 10,48 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 654 268 | 3,02 | 60 173 | 11,38 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 1 941 | −23,73 | 180 | −17,13 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 2 824 | 260 | ||||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 6 449 | 0,00 | 593 | 8,21 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 2 752 | 8,77 | 253 | 17,67 | ||||
2025-08-13 | 13F | First National Advisers, LLC | 3 900 | 0,00 | 359 | 8,16 | ||||
2025-07-16 | 13F | Plancorp, LLC | 4 831 | −0,08 | 444 | 8,03 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 15 142 | −0,66 | 1 | 0,00 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 521 | −3,37 | 1 336 | 4,46 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 19 483 | 58,93 | 1 792 | 71,88 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 6 960 | 340,51 | 433 | 222,39 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 3 549 | 8,73 | 326 | 17,69 | ||||
2025-08-12 | 13F | Main Management LLC | 144 | 0,00 | 0 | |||||
2025-08-06 | 13F | Financial Alternatives, Inc | 3 814 | 0,00 | 351 | 8,02 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 5 507 | 35,01 | 506 | 46,24 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 25 616 | −0,05 | 2 | 0,00 | ||||
2025-07-23 | 13F | Godsey & Gibb Associates | 300 | 0,00 | 28 | 8,00 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 353 515 | 1,86 | 124 483 | 10,12 | ||||
2025-04-10 | 13F | Contravisory Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Insight Inv LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 3 496 | 0,29 | 322 | 8,45 | ||||
2025-07-16 | 13F | American National Bank | 9 217 | 6,96 | 848 | 15,55 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 6 093 | 560 | ||||||
2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 25 913 | 17,21 | 2 383 | 26,76 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 2 466 | 3,44 | 227 | 11,88 | ||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 9 177 | −0,78 | 844 | 7,38 | ||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 17 999 | 0,42 | 1 655 | 8,60 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 2 520 | 0,00 | 232 | 7,94 | ||||
2025-08-08 | 13F | Union Savings Bank | 3 329 | 0,00 | 312 | 9,89 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 316 | 213 | ||||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 34 259 | 3,97 | 3 151 | 12,38 | ||||
2025-08-06 | 13F | Cetera Trust Company, N.A | 1 425 | 90,00 | 131 | 107,94 | ||||
2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 3 998 | −18,90 | 368 | −12,41 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2 280 | 210 | ||||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 23 949 | −27,97 | 2 203 | −22,14 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 513 | 0,20 | 47 | 4,44 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 7 470 | 0,66 | 687 | 8,72 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 245 | 23 | ||||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 337 | 0,00 | 31 | 7,14 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 9 042 | −1,29 | 832 | 6,68 | ||||
2025-08-13 | 13F | Okabena Investment Services Inc | 12 112 | 0,00 | 1 114 | 8,06 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 131 | 0,00 | 12 | 9,09 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 720 | 205,08 | 66 | 230,00 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 18 541 | 105,39 | 1 705 | 122,29 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 6 587 | −0,71 | 606 | 7,27 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 76 027 | −0,36 | 6 992 | 7,72 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 163 022 | −7,76 | 14 993 | −0,27 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 3 275 | 0,00 | 301 | 8,27 | ||||
2025-07-09 | 13F | Triumph Capital Management | 61 508 | 2,79 | 5 657 | 11,12 | ||||
2025-08-08 | 13F | Beck Bode, LLC | 8 210 | −8,12 | 755 | −0,66 | ||||
2025-07-28 | 13F | Courier Capital Llc | 35 651 | 1,30 | 3 279 | 9,52 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-04-10 | 13F | IFS Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-04-10 | 13F | Bremer Bank National Association | 26 848 | 18,07 | 2 284 | 13,58 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 209 | 0,00 | 111 | 13,27 | ||||
2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 5 118 | 0,00 | 471 | 8,05 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 15 227 | 3,25 | 1 400 | 11,64 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 251 059 | −9,27 | 23 089 | −1,91 | ||||
2025-07-14 | 13F | Abound Wealth Management | 49 | 25,64 | 5 | 33,33 | ||||
2025-07-25 | 13F | Cwm, Llc | 166 871 | 8,02 | 15 | 15,38 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-23 | 13F | Colony Family Offices, LLC | 638 | 0,00 | 59 | 7,41 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 6 120 | 0,00 | 563 | 8,08 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 439 991 | −2,63 | 40 466 | 5,27 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 35 209 | 1,66 | 3 238 | 10,06 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 996 | 398,00 | 92 | 435,29 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 9 484 | −0,26 | 872 | 7,92 | ||||
2025-07-24 | 13F | Conning Inc. | 79 001 | 0,00 | 7 266 | 8,11 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 26 878 | 2,18 | 2 472 | 10,46 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 16 026 | 14,69 | 1 474 | 23,99 | ||||
2025-07-07 | 13F | First Community Trust Na | 74 | 7 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 36 175 | −17,21 | 3 327 | −10,49 | ||||
2025-07-11 | 13F | Weatherly Asset Management L. P. | 22 176 | 0,00 | 2 040 | 8,11 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Welch Group, LLC | 2 304 | 212 | ||||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 14 428 | 3,01 | 1 327 | 11,34 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 28 702 | 3,64 | 2 640 | 12,06 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 26 525 | 28,20 | 2 439 | 38,58 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 71 797 | 0,75 | 6 603 | 8,92 | ||||
2025-07-22 | 13F | Boston Common Asset Management, LLC | 2 902 | 0,00 | 267 | 8,13 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 2 312 | 213 | ||||||
2025-08-13 | 13F | SCS Capital Management LLC | 40 469 | −0,26 | 3 722 | 7,82 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 11 066 | 1 040 | ||||||
2025-07-30 | 13F | TFB Advisors LLC | 35 208 | 1,25 | 3 238 | 9,47 | ||||
2025-08-05 | 13F | Tsfg, Llc | 13 298 | 0,00 | 1 | 0,00 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 45 230 | 5,81 | 4 160 | 14,38 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 6 270 | −0,73 | 577 | 7,26 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 58 581 | 3,05 | 5 525 | 14,23 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 295 | 0,00 | 27 | 8,00 | ||||
2025-08-13 | 13F | Haverford Trust Co | 90 605 | −5,33 | 8 333 | 2,35 | ||||
2025-08-15 | 13F | Howland Capital Management Llc | 3 516 | 0,00 | 323 | 8,03 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 3 597 | −89,15 | 331 | −88,30 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 7 279 | 144,75 | 669 | 165,48 | ||||
2025-08-15 | 13F | Morse Asset Management, Inc | 921 | 1,10 | 85 | 9,09 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 15 900 | 106,76 | 1 462 | 123,55 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 376 931 | 0,58 | 34 663 | 8,73 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 58 832 | 5 411 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 316 | 0,00 | 29 | 11,54 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 174 305 | 3,78 | 15 978 | 12,47 | ||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 23 507 | 47,73 | 2 162 | 59,72 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 1 040 | 0,00 | 96 | 7,95 | ||||
2025-07-29 | 13F | Swmg, Llc | 16 475 | 3,05 | 1 564 | 17,34 | ||||
2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1 363 | −38,63 | 125 | −34,04 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 16 445 | 1 512 | ||||||
2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 3 103 | 0,00 | 285 | 8,37 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 675 | 0,00 | 62 | 8,77 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 126 | 0,00 | 12 | 10,00 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 28 124 | −0,81 | 2 587 | 7,21 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5 712 | 11,69 | 525 | 20,69 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | MWA Asset Management | 4 539 | −9,83 | 417 | −2,57 | ||||
2025-07-08 | 13F | Corepath Wealth Partners Llc | 4 479 | 420 | ||||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 1 143 667 | 2,07 | 105 183 | 10,34 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 1 759 | −2,76 | 162 | 5,23 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 576 | −11,25 | 53 | |||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 3 609 | −2,91 | 332 | 4,75 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 20 962 | 0,54 | 1 928 | 8,69 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 39 | 0,00 | 4 | 0,00 | ||||
2025-08-07 | 13F | Atala Financial Inc | 14 614 | −0,75 | 1 344 | 7,26 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 4 199 | 0,00 | 0 | |||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 4 444 | −6,56 | 409 | 0,99 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 6 654 | −0,02 | 622 | 17,58 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 9 471 | 2,51 | 871 | 10,96 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 7 946 | 136,56 | 731 | 156,14 | ||||
2025-07-21 | 13F | HT Partners LLC | 26 956 | 0,00 | 2 479 | 8,11 | ||||
2025-07-31 | 13F | SoundView Advisors Inc. | 2 642 | 0 | ||||||
2025-07-29 | 13F | Citizens Business Bank | 645 119 | 3,02 | 59 332 | 11,38 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 509 | 0,00 | 47 | 6,98 | ||||
2025-08-12 | 13F | Country Trust Bank | 494 871 | 0,72 | 45 513 | 8,89 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3 961 | 0,00 | 364 | 8,33 | ||||
2025-07-09 | 13F | Parkside Advisors LLC | 3 259 | 300 | ||||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 59 761 | −4,11 | 5 496 | 3,68 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 109 | 0,00 | 10 | 11,11 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 86 820 | −2,85 | 7 985 | 5,02 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 4 696 | −0,32 | 432 | 7,75 | ||||
2025-07-17 | 13F | XML Financial, LLC | 250 513 | −2,82 | 23 040 | 5,06 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 83 196 | −0,35 | 7 652 | 7,73 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 925 751 | −2,19 | 85 141 | 5,74 | ||||
2025-07-16 | 13F | Kendall Capital Management | 5 800 | 533 | ||||||
2025-08-13 | 13F | Bank Of Nova Scotia | 165 398 | 0,00 | 15 212 | 8,11 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 33 322 | −1,22 | 3 | 50,00 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 90 984 | −1,16 | 8 527 | 8,89 | ||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 2 868 | 0,00 | 264 | 15,35 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3 360 | 0,00 | 309 | 8,42 | ||||
2025-08-07 | 13F | 1st Source Bank | 16 935 | −0,24 | 1 558 | 7,83 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 17 608 | −6,88 | 1 619 | 0,68 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 19 407 | 29,98 | 1 785 | 40,03 | ||||
2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 2 621 | 241 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 339 958 | 6,69 | 31 266 | 15,34 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 8 228 | 0,29 | 757 | 8,46 | ||||
2025-08-15 | 13F | Fairfield, Bush & Co. | 5 764 | −0,09 | 530 | 8,16 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 184 636 | −0,06 | 17 | 6,67 | ||||
2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 2 282 | −7,87 | 210 | −0,48 | ||||
2025-05-13 | 13F | Fuller & Thaler Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 55 295 | −0,27 | 5 085 | 7,82 | ||||
2025-07-23 | 13F | First Merchants Corp | 72 582 | −7,52 | 6 675 | −0,01 | ||||
2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 12 074 | 0,00 | 1 110 | 8,08 | ||||
2025-07-18 | 13F | jvl associates llc | 2 676 | 0,00 | 246 | 8,37 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 44 535 | 17,06 | 4 096 | 26,55 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 29 285 | −3,01 | 2 693 | 4,87 | ||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 17 823 | −43,74 | 1 639 | −39,18 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 5 881 | 0,00 | 500 | −3,66 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 2 813 | 7,82 | 259 | 16,74 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 9 111 | 838 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 22 700 | 170,24 | 2 088 | 192,30 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 410 | −3,98 | 38 | −5,13 | ||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 5 995 | 2,32 | 551 | 10,64 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 3 285 | −14,34 | 302 | −7,36 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 20 403 | 0,49 | 2 | 0,00 | ||||
2025-04-21 | 13F | True Link Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Cynosure Management, Llc | 7 136 | −23,25 | 656 | −16,96 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 8 001 | 80,49 | 736 | 94,96 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 553 | 51 | ||||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 468 | 0,00 | 40 | −4,88 | ||||
2025-08-06 | 13F | Middleton & Co Inc/ma | 25 406 | −6,93 | 2 337 | 0,60 | ||||
2025-08-07 | 13F | Factory Mutual Insurance Co | 978 700 | 0,00 | 90 011 | 8,11 | ||||
2025-08-06 | 13F | Anchor Capital Advisors Llc | 30 806 | −12,49 | 2 833 | −5,38 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 8 667 | −59,73 | 799 | −56,39 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 206 | 0,00 | 19 | 5,88 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 32 569 | 0,00 | 2 995 | 8,12 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 137 186 | 39,36 | 12 617 | 50,67 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 13 615 | −0,38 | 1 252 | 7,75 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 2 088 913 | −1,78 | 192 117 | 6,19 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 15 942 | 51,37 | 1 466 | 63,80 | ||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | West Chester Capital Advisors, Inc | 9 141 | 0,67 | 841 | 8,81 | ||||
2025-08-11 | 13F | Lcnb Corp | 22 169 | −1,48 | 2 039 | 6,48 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 555 | 1 615 | ||||||
2025-07-31 | 13F | Optimum Investment Advisors | 10 025 | 3,59 | 922 | 11,91 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 6 288 | 62,48 | 578 | 75,68 | ||||
2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 4 951 | −55,30 | 421 | −57,00 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 9 253 | 581,37 | 851 | 639,13 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 139 | −79,91 | 289 | −78,33 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 3 658 | 1,39 | 336 | 9,80 | ||||
2025-08-13 | 13F | Northern Trust Corp | 9 669 669 | 3,19 | 889 319 | 11,56 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 312 578 | −0,71 | 28 748 | 7,35 | ||||
2025-08-08 | 13F | Fiera Capital Corp | 44 542 | 0,00 | 4 097 | 8,10 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28 369 | −2,75 | 2 609 | 5,16 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2 531 | 233 | ||||||
2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 4 174 | 0,87 | 384 | 9,12 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 3 890 | 4 476,47 | 358 | |||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 56 152 | −2,51 | 5 164 | 5,41 | ||||
2025-07-23 | 13F | Sunbeam Capital Management, LLC | 12 828 | 0,29 | 1 180 | 8,36 | ||||
2025-07-22 | 13F | Legacy Trust | 21 815 | 2,11 | 2 006 | 10,40 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 189 | 201 | ||||||
2025-08-11 | 13F | Madison Asset Management, LLC | 7 194 | −49,59 | 662 | −45,51 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 14 570 | −1,79 | 1 239 | −5,49 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21 254 | 0,52 | 1 955 | 8,68 | ||||
2025-07-16 | 13F | BankPlus Wealth Management LLC | 20 299 | −0,32 | 1 867 | 7,79 | ||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 5 576 | −10,31 | 513 | −3,03 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 10 211 | 0,00 | 939 | 8,18 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 95 988 | 18,72 | 8 828 | 28,35 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 2 694 | 6,31 | 248 | 14,88 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 5 129 | 59,98 | 472 | 73,16 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 7 769 | 0,00 | 712 | 7,88 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 9 423 | 1,11 | 867 | 9,34 | ||||
2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 3 485 | −5,30 | 321 | 2,24 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 9 608 | 0,06 | 817 | −3,66 | ||||
2025-07-11 | 13F | Financial Advisory Corp | 2 200 | 202 | ||||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 5 105 | 0,00 | 470 | 8,06 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 29 369 | −4,04 | 2 701 | 3,76 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 117 | −25,48 | 11 | −23,08 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 512 | 54,22 | 44 | 65,38 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 10 698 | −7,52 | 984 | −0,10 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 5 010 | 0,00 | 461 | 7,98 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 379 735 | −4,25 | 34 924 | 3,52 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 667 | 0,00 | 61 | 8,93 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 402 940 | 3,05 | 37 058 | 11,41 | ||||
2025-07-24 | 13F | Eastern Bank | 32 599 | 64,11 | 2 998 | 77,50 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 600 | 0,00 | 55 | 7,84 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 91 969 | 2,06 | 8 458 | 10,35 | ||||
2025-07-14 | 13F | Gries Financial Llc | 15 999 | −24,67 | 1 471 | −18,55 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 290 717 | 25,44 | 26 737 | 35,62 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 9 510 | −7,80 | 875 | −0,34 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 200 | 0,00 | 18 | 5,88 | ||||
2025-07-15 | 13F | Great Oak Capital Partners, Llc | 3 067 | 0,59 | 286 | 5,95 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 21 836 | 2 008 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 198 673 | −2,89 | 18 272 | 4,99 | ||||
2025-07-28 | 13F | Davidson Trust Co | 42 410 | −1,17 | 3 900 | 6,85 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 6 688 | 53,46 | 615 | 77,23 | ||||
2025-08-12 | 13F | Private Management Group Inc | 18 805 | 0,05 | 1 729 | 8,20 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 74 947 | 18,56 | 6 893 | 28,18 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 393 | −7,75 | 36 | 0,00 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 164 390 | 9,98 | 15 119 | 18,90 | ||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3 084 | 0,00 | 284 | 8,02 | ||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 31 165 | −0,03 | 2 866 | 8,07 | ||||
2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 8 884 | 0,12 | 817 | 8,36 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 86 647 | 2,60 | 7 969 | 10,91 | ||||
2025-08-07 | 13F | Nwam Llc | 12 640 | −1,85 | 1 192 | 8,86 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 161 228 | −0,20 | 15 033 | 11,60 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 418 | 0,00 | 38 | 8,57 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Zhang Financial LLC | 19 517 | −0,53 | 1 795 | 7,49 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio | 2 808 | 8,75 | 258 | 17,81 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 6 897 | −0,62 | 634 | 7,46 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 2 244 | 10,87 | 206 | 19,77 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 78 908 | 100,00 | 7 257 | 116,24 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 1 038 | 0,00 | 95 | 7,95 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 4 109 | 0,24 | 378 | 8,33 | ||||
2025-08-12 | 13F | Strategic Advisors LLC | 18 004 | −2,59 | 1 656 | 5,28 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 100 | 26,58 | 9 | 50,00 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 8 101 | 2,53 | 745 | 10,86 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 743 | 0,00 | 344 | 8,18 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 913 | −4,41 | 820 | 3,28 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 335 130 | 6,27 | 31 | 15,38 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 7 050 | 648 | ||||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7 927 | −9,43 | 729 | −2,02 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 56 013 | −0,65 | 5 152 | 7,40 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 38 756 | 1,45 | 3 564 | 9,70 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 183 | −62,82 | 951 | −64,22 | ||||
2025-08-14 | 13F | Fmr Llc | 4 063 753 | 31,78 | 373 743 | 42,46 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 192 586 | 9 097,04 | 2 | −98,88 | ||||
2025-08-14 | 13F | Select Equity Group, L.P. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Betterment LLC | 4 717 | −2,90 | 0 | |||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 5 449 | 0,00 | 501 | 8,21 | ||||
2025-05-05 | 13F | Partners in Financial Planning | 4 478 | −10,65 | 301 | −13,79 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 33 610 | 76,14 | 3 091 | 90,45 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 4 990 | 0,00 | 459 | 8,02 | ||||
2025-08-14 | 13F | First Foundation Advisors | 499 719 | −0,20 | 45 959 | 7,90 | ||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | TigerOak Management, L.L.C. | 2 807 | 0,00 | 258 | 8,40 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 241 | 0,00 | 22 | 10,00 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 7 963 | 0,00 | 732 | 8,12 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 2 245 | 206 | ||||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 7 780 | 0,00 | 716 | 8,17 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 70 442 | 64,86 | 6 479 | 78,26 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 5 699 | −0,19 | 524 | 8,04 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | TCTC Holdings, LLC | 2 795 | 0,00 | 257 | 8,44 | ||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 23 308 | 5,78 | 2 144 | 14,35 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 3 129 | 3,78 | 288 | 12,11 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 5 525 | 8,21 | 515 | 18,66 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | IMS Capital Management | 3 700 | 0,00 | 340 | 8,28 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Brueske Advisory Services, LLC | 5 655 | 0,00 | 520 | 8,11 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 521 577 | 3,52 | 47 969 | 11,91 | ||||
2025-07-24 | 13F | Baldwin Brothers Inc/ma | 2 396 | −2,32 | 220 | 5,77 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 5 408 | 497 | ||||||
2025-07-09 | 13F | Alesco Advisors Llc | 6 200 | 0,00 | 570 | 8,16 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 1 168 | 0,00 | 107 | 8,08 | ||||
2025-08-04 | 13F | Mill Capital Management, LLC | 8 724 | 0,00 | 802 | 8,09 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 764 638 | 186,34 | 70 324 | 209,57 | ||||
2025-07-08 | 13F | Moulton Wealth Management, Inc | 13 617 | 1 276 | ||||||
2025-07-30 | 13F | Retirement Planning Group | 8 369 | −0,46 | 770 | 7,55 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 2 944 | 0,00 | 271 | 8,00 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 108 225 | 2,13 | 9 953 | 10,42 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 37 327 | −5,72 | 3 433 | 1,90 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 3 396 | −3,58 | 312 | 4,35 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 184 | −24,28 | 17 | −20,00 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4 441 | −17,64 | 408 | −10,92 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 1 681 | −1,75 | 155 | 6,21 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 46 767 | −39,13 | 4 301 | −34,20 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 76 065 | −1,76 | 7 | 0,00 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 4 712 | 0,00 | 433 | 8,25 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 5 832 | 1,50 | 536 | 9,84 | ||||
2025-08-11 | 13F | Advisor Resource Council | 10 112 | −23,23 | 930 | −16,96 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16 870 | 0,00 | 1 552 | 8,08 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 887 | 0,00 | 82 | 8,00 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 14 756 | 3 561,54 | 1 357 | 3 891,18 | ||||
2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 2 640 | 0,00 | 243 | 8,04 | ||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 7 167 | 0,00 | 1 | |||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 26 450 | −2,99 | 2 433 | 4,87 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 12 942 | 18,74 | 1 190 | 28,37 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 3 903 | −32,88 | 359 | −27,53 | ||||
2025-08-14 | 13F | Laird Norton Trust Company, Llc | 29 850 | 0,00 | 2 745 | 8,11 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 3 623 | 0,00 | 333 | 8,12 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 4 144 | 0,00 | 381 | 8,24 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 103 348 | −8,10 | 9 505 | −0,65 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 211 500 | 0,48 | 19 452 | 8,63 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23 650 | 1,83 | 2 175 | 10,13 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 3 160 | 0,00 | 269 | 0,00 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 13 903 | −1,50 | 1 279 | 6,50 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 8 706 | 23,58 | 801 | 33,56 | ||||
2025-08-13 | 13F | Allium Financial Advisors, Llc | 27 203 | −1,72 | 2 502 | 6,24 | ||||
2025-07-08 | 13F | Next Level Private LLC | 8 630 | 0,28 | 794 | 8,33 | ||||
2025-07-31 | 13F | Forte Asset Management Llc | 69 455 | −4,27 | 6 388 | 3,48 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 27 835 | 5,52 | 2 560 | 14,04 | ||||
2025-08-08 | 13F | King Wealth | 4 520 | 0,00 | 0 | |||||
2025-07-17 | 13F | MBA Advisors LLC | 14 948 | −5,47 | 1 375 | 2,16 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 1 460 | 0,00 | 134 | 8,06 | ||||
2025-06-27 | NP | OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class | Short | −69 100 | 8,82 | −5 815 | 39,19 | |||
2025-08-01 | 13F | Envestnet Asset Management Inc | 4 053 740 | −1,90 | 372 822 | 6,05 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 1 598 | 43,45 | 147 | 55,32 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 5 644 | 0,71 | 519 | 9,03 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 31 427 | 10,72 | 2 890 | 19,72 | ||||
2025-07-23 | 13F | Charter Trust Co | 6 346 | 2,69 | 584 | 11,05 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 4 219 | 0,00 | 388 | 8,38 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 4 059 | 0,30 | 373 | 8,43 | ||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 4 165 | 0,00 | 0 | |||||
2025-07-14 | 13F | Chapin Davis, Inc. | 35 418 | −1,08 | 3 257 | 6,96 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 5 549 | −1,98 | 510 | 6,03 | ||||
2025-08-14 | 13F | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | White Pine Capital Llc | 19 914 | 0,00 | 1 831 | 8,09 | ||||
2025-05-08 | 13F | ProVise Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 2 328 | 214 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 1 638 | 0,00 | 151 | 7,91 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 9 862 | 0,00 | 907 | 8,23 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 2 577 | −4,02 | 237 | 3,95 | ||||
2025-07-16 | 13F | Amarillo National Bank | 236 098 | 2,80 | 21 714 | 11,14 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3 300 | 0,00 | 304 | 8,21 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 8 485 | 0,02 | 780 | 8,18 | ||||
2025-07-30 | 13F | BG Investment Services, Inc. | 23 636 | −34,43 | 2 200 | −28,28 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 2 975 | 0,00 | 274 | 7,91 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 21 331 | 671,46 | 2 | |||||
2025-08-14 | 13F | Brasada Capital Management, Lp | 10 511 | −5,71 | 985 | 18,11 | ||||
2025-07-18 | 13F | Columbia Asset Management | 10 872 | 0,00 | 1 000 | 8,12 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 4 734 | −4,54 | 435 | 3,33 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 406 | −5,36 | 37 | 2,78 | ||||
2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 10 238 | 0,16 | 942 | 8,29 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 184 333 | 0,54 | 16 953 | 8,70 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 477 302 | 1,45 | 44 | 7,50 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 40 852 | −1,99 | 3 757 | 5,53 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 61 923 | −13,69 | 5 695 | −6,69 | ||||
2025-04-11 | 13F | Congress Asset Management Co /ma | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 2 915 | 0,00 | 271 | |||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 021 889 | 10,15 | 93 983 | 19,09 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 3 015 | 277 | ||||||
2025-08-07 | 13F | Midwest Trust Co | 74 976 | 6 896 | ||||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 5 143 | 0,00 | 473 | 8,24 | ||||
2025-07-10 | 13F | Security National Bank | 360 | 0,00 | 33 | 10,00 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 62 468 | 5,08 | 5 745 | 13,60 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 60 505 | 1,22 | 5 565 | 9,42 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 702 | 616 | ||||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 55 650 | −3,18 | 5 118 | 4,68 | ||||
2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 15 145 | −35,46 | 1 393 | −30,21 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 78 688 | 3,72 | 7 237 | 12,13 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35 178 | 5,82 | 3 235 | 14,23 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9 667 | −21,05 | 889 | −14,60 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 104 787 | 660,59 | 9 637 | 722,97 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 312 | 29 | ||||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 2 836 | 1 855,86 | 241 | 1 908,33 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 10 672 | 0,00 | 982 | 8,16 | ||||
2025-07-28 | 13F | Stegner Investment Associates Inc. | 356 643 | 7,87 | 32 801 | 16,62 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 14 163 | −8,38 | 1 303 | −0,99 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 5 900 | 7,70 | 543 | 16,31 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 2 700 | 0,00 | 248 | 8,30 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 14 436 | 3,64 | 1 328 | 12,07 | ||||
2025-07-02 | 13F/A | Bank Of Nova Scotia | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1 898 | 0,32 | 175 | 8,75 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tiaa Trust, National Association | 3 567 868 | −14,42 | 328 137 | −7,48 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 132 | 12 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 311 511 | −92,48 | 28 650 | −91,87 | ||||
2025-08-11 | 13F | Cordatus Wealth Management LLC | 6 427 | −0,48 | 1 | |||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 1 735 279 | 2,06 | 159 593 | 10,34 | ||||
2025-05-21 | 13F | McAdam, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 3 960 | 0,00 | 364 | 8,33 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 276 | 0,00 | 117 | 8,33 | ||||
2025-08-12 | 13F | Viawealth, Llc | 9 017 | 0,00 | 829 | 8,08 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 48 481 | 3,74 | 4 459 | 12,15 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 6 736 | 2,06 | 620 | 10,34 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 3 784 | 0,00 | 348 | 8,41 | ||||
2025-05-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 5 190 | 65,44 | 477 | 79,32 | ||||
2025-07-22 | 13F | Journey Beyond Wealth, LLC | 3 448 | 0,00 | 317 | 8,19 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 21 519 | −33,57 | 1 979 | −28,17 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 7 293 | −15,97 | 671 | −9,21 | ||||
2025-08-07 | 13F | Weil Company, Inc. | 5 036 | 0,00 | 463 | 8,18 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 254 953 | −12,05 | 23 448 | −4,91 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 11 691 | 0,00 | 1 075 | 8,15 | ||||
2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 3 094 | 0,29 | 285 | 8,40 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 38 211 | 27,82 | 3 514 | 38,18 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 7 259 | 0,00 | 668 | 8,10 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 14 540 | 0,04 | 1 337 | 8,17 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 147 810 | 0,74 | 13 594 | 8,92 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 57 355 | 0,04 | 5 275 | 8,14 | ||||
2025-04-09 | 13F | Fragasso Group Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | MEMBERS Trust Co | 4 449 | 409 | ||||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 2 754 | −2,27 | 258 | 7,95 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 50 909 | −1,51 | 4 658 | 6,49 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 98 810 | −32,02 | 9 088 | −26,50 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 650 966 | −5,83 | 59 869 | 1,81 | ||||
2025-08-12 | 13F | Zacks Investment Management | 12 650 | −41,04 | 1 163 | −36,27 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 8 399 | 0,00 | 772 | 8,12 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 15 799 | −1,83 | 1 453 | 6,14 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3 229 | 8,98 | 297 | 17,46 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 1 410 | −9,73 | 130 | −2,27 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 34 381 | 4,56 | 3 162 | 13,05 | ||||
2025-07-09 | 13F | Baron Wealth Management LLC | 8 863 | −0,57 | 815 | 7,52 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 26 887 | −15,19 | 2 473 | −8,31 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 3 099 | 0,00 | 285 | 8,37 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 17 259 | −1,26 | 1 587 | 6,80 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 560 | 0,00 | 52 | 8,51 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 25 577 | 0,00 | 2 352 | 8,14 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 6 096 | 0,00 | 561 | 8,11 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 829 814 | 6,65 | 76 318 | 15,30 | ||||
2025-08-26 | NP | VVIMX - Voya VACS Index Series MC Portfolio | 74 320 | 23,77 | 6 835 | 33,81 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 3 716 | 0,00 | 0 | |||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 17 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 5 945 | −4,42 | 547 | 3,21 | ||||
2025-08-12 | 13F | Bokf, Na | 167 557 | −0,04 | 15 410 | 8,07 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 18 091 | 0,08 | 1 664 | 8,26 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 18 346 | 0,00 | 1 687 | 8,14 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4 540 | 3,02 | 418 | 11,50 | ||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 25 023 | 12,03 | 2 301 | 21,11 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 2 187 | 201 | ||||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 71 573 | 3,65 | 6 583 | 12,05 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 7 058 | −2,57 | 649 | 5,36 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 10 148 | −0,27 | 933 | 7,86 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 466 | 43 | ||||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 3 837 | 0,00 | 0 | |||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 2 448 | 0,00 | 225 | 8,17 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3 629 | 2,37 | 334 | 10,63 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 43 669 | 18,75 | 4 016 | 28,39 | ||||
2025-08-12 | 13F | Ames National Corp | 59 972 | −2,55 | 5 516 | 5,35 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 9 638 | 0,00 | 820 | 0,00 | ||||
2025-08-13 | 13F | Quantbot Technologies LP | 699 | 64 | ||||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 4 001 | 0,00 | 368 | 7,94 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 48 147 | 7,62 | 4 428 | 11,99 | ||||
2025-08-07 | 13F | Summit X, LLC | 2 578 | 0,00 | 237 | 8,22 | ||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 3 003 | −3,84 | 276 | 4,15 | ||||
2025-07-22 | 13F | Petros Family Wealth, LLC | 3 096 | 0,00 | 285 | 7,98 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 31 158 | 2,48 | 2 866 | 10,79 | ||||
2025-05-09 | 13F | Generation Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Glenview Trust Co | 1 285 599 | 2,67 | 118 237 | 10,99 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 923 | −2,99 | 0 | |||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 2 325 | 0,00 | 214 | 8,12 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 173 899 | −16,77 | 15 994 | −10,02 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 13 678 | −3,70 | 1 258 | 4,06 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 13 709 | −0,65 | 1 261 | 7,42 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 928 015 | −1,12 | 85 350 | 6,90 | ||||
2025-04-09 | 13F | Legacy Wealth Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 7 116 | 0,00 | 1 | |||||
2025-07-16 | 13F | Magnus Financial Group LLC | 3 946 | −1,67 | 363 | 6,16 | ||||
2025-04-29 | 13F | Wheelhouse Advisory Group LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | NFP Retirement, Inc. | 4 248 | 3,16 | 391 | 11,43 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 871 659 | −0,51 | 80 167 | 7,56 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 5 627 | 6,61 | 517 | 15,40 | ||||
2025-07-25 | 13F | Bill Few Associates, Inc. | 14 278 | 0,00 | 1 313 | 8,15 | ||||
2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 24 383 | 3,43 | 2 243 | 11,82 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 7 529 | 55,62 | 692 | 68,37 | ||||
2025-07-25 | 13F | JustInvest LLC | 8 738 | −32,75 | 804 | −27,33 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 3 076 | 0,00 | 262 | −3,69 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 091 | 37,56 | 284 | 37,20 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 13 084 | 55,82 | 1 203 | 68,49 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 36 662 | −5,31 | 3 445 | −4,17 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 3 558 | 0,00 | 327 | 8,28 | ||||
2025-08-14 | 13F | Monetary Management Group Inc | 13 055 | 0,00 | 1 201 | 8,11 | ||||
2025-08-06 | 13F | Chancellor Financial Group WB LP | 3 046 | 0,03 | 280 | 8,11 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 8 511 | 0,00 | 783 | 8,01 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 18 779 | 24,34 | 1 727 | 34,50 | ||||
2025-07-31 | 13F/A | Avion Wealth | 22 | 0,00 | 0 | |||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 3 848 | 3,27 | 0 | |||||
2025-08-14 | 13F | KKM Financial LLC | 29 599 | −2,21 | 2 775 | 5,80 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 169 916 | −0,78 | 15 627 | 7,27 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 131 832 | 6,81 | 12 125 | 15,48 | ||||
2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Jupiter Wealth Management LLC | 11 000 | 0,00 | 1 048 | 5,12 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 238 479 | −1,38 | 21 933 | 6,61 | ||||
2025-04-22 | 13F | SK Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 25 425 | 0,00 | 2 338 | 8,14 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 2 470 | 0,16 | 210 | −3,23 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6 704 | −6,53 | 617 | 10,20 | ||||
2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 29 977 | −1,53 | 2 757 | 6,45 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 70 233 | −3,64 | 6 459 | 4,18 | ||||
2025-08-18 | 13F | V2 Financial group LLC | 3 800 | 0,00 | 349 | 8,05 | ||||
2025-07-30 | 13F | Covenant Partners, LLC | 1 367 | −9,35 | 126 | −2,34 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 15 868 | −9,61 | 1 459 | −2,28 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 4 752 | 0,00 | 437 | 8,17 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 460 | 0,00 | 42 | 7,69 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Piscataqua Savings Bank | 900 | 83 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 2 518 | 0,00 | 232 | 7,94 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 176 467 | 30,16 | 16 230 | 40,72 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 562 | 0,00 | 52 | 8,51 |
Other Listings
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