Grundläggande statistik
| Institutionella ägare | 836 total, 835 long only, 0 short only, 1 long/short - change of 2,32% MRQ |
| Genomsnittlig portföljallokering | 0.5682 % - change of −5,90% MRQ |
| Institutionella aktier (lång) | 26 924 697 (ex 13D/G) - change of 2,12MM shares 8,53% MRQ |
| Institutionellt värde (lång) | $ 8 403 470 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Russell 3000 ETF (US:IWV) har 836 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 26,924,697 aktier. Största aktieägare inkluderar SCS Capital Management LLC, Goldman Sachs Group Inc, Morgan Stanley, BlackRock, Inc., Northern Trust Corp, Gallagher Fiduciary Advisors, LLC, Bank Of America Corp /de/, UNC Management Company, Inc., Jpmorgan Chase & Co, and LPL Financial LLC .
iShares Trust - iShares Russell 3000 ETF (ARCA:IWV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 19, 2025 is 377,98 / share. Previously, on September 23, 2024, the share price was 325,72 / share. This represents an increase of 16,04% 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.
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 50 951 | −1,02 | 17 884 | 9,38 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 6 328 | 5,87 | 2 090 | 6,58 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 9 394 | −11,58 | 3 297 | −2,28 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 12 402 | −11,44 | 4 353 | −2,16 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 406 | 0,00 | 494 | 10,54 | ||||
| 2025-08-01 | 13F | First National Trust Co | 36 873 | −6,08 | 12 942 | 3,78 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 57 830 | 7,54 | 20 298 | 18,84 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 1 906 | 1 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1 999 | 0,00 | 702 | 10,57 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 152 | 0,00 | 53 | 10,42 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 576 | 210 | ||||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 13 881 | −0,06 | 4 872 | 10,43 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 4 252 | 0,00 | 1 492 | 10,52 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 443 | 0,00 | 155 | 10,71 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10 094 | −2,68 | 3 543 | 7,53 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 25 819 | −7,14 | 9 062 | 2,62 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 754 | 0,13 | 265 | 10,46 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 593 | 0,00 | 208 | 10,64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 873 | 0,03 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 31 | 0,00 | 11 | 11,11 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 1 401 | 2,49 | 492 | 13,13 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 5 907 | −11,52 | 2 073 | −2,22 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 650 | 0,00 | 228 | 10,68 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 363 288 | 13,86 | 127 514 | 25,82 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 660 | 0,00 | 232 | 10,53 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4 907 | −1,96 | 1 722 | 8,37 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 11 360 | −1,39 | 3 987 | 8,96 | ||||
| 2025-08-12 | 13F | Camden National Bank | 1 390 | −49,73 | 488 | −44,53 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 931 | 0,00 | 678 | 10,44 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 9 066 | 0,00 | 3 182 | 10,52 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 1 600 | 0,00 | 562 | 10,43 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 3 363 | 0,00 | 1 180 | 10,49 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 783 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 870 | −29,94 | 1 710 | −22,55 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 1 204 | −2,75 | 423 | 7,38 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 532 | −5,17 | 187 | 4,49 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 37 445 | 4,12 | 13 328 | 16,68 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 293 | 0,00 | 103 | 9,68 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1 700 | 597 | ||||||
| 2025-08-08 | 13F | Creative Planning | 36 493 | 0,45 | 12 809 | 11,00 | ||||
| 2025-08-28 | NP | MNNAX - Victory Munder Multi-Cap Fund Class A | 16 900 | −21,76 | 5 932 | −13,55 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 7 673 | 0,00 | 2 693 | 10,50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 824 | −5,83 | 289 | 4,33 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 661 | 0,00 | 232 | 11,00 | ||||
| 2025-05-14 | 13F | Decatur Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 683 | 0,00 | 535 | −4,98 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 5 341 | 1 875 | ||||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 2 800 | −0,46 | 983 | 9,97 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 2 341 | 0,26 | 822 | 10,80 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 434 | 84,79 | 503 | 104,47 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 7 902 | −12,10 | 2 510 | 1,99 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 28 | 10 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 900 | 387,50 | 1 369 | 438,58 | |||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 50 | 0,00 | 18 | 13,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 2 659 | −76,10 | 933 | −73,60 | ||||
| 2025-08-22 | 13F | Cim Investment Mangement Inc | 668 | −53,06 | 234 | −49,57 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 8 491 | 2 980 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 681 | 0,00 | 239 | 10,65 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 919 | −12,64 | 323 | −3,59 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 1 127 | 0,54 | 396 | 10,96 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 1 487 | 0,00 | 522 | 10,38 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 2 850 | −6,25 | 1 | |||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 2 945 | 0,00 | 1 034 | 10,48 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 21 032 | 0,06 | 7 382 | 5,08 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 682 | 0,00 | 239 | 10,65 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2 432 | 0,00 | 854 | 10,49 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 148 | 0,00 | 52 | 8,51 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 1 615 | −4,32 | 567 | 5,60 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 9 855 | −0,26 | 3 459 | 10,23 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 155 754 | −0,28 | 54 670 | 10,19 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 101 282 | −15,56 | 36 | −7,89 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 8 349 | −18,82 | 2 930 | −10,29 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 13 245 | 0,00 | 4 649 | 10,48 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4 081 | 1,22 | 1 432 | 6,31 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 788 | −39,29 | 277 | −33,01 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 768 | 0,00 | 244 | −5,08 | ||||
| 2025-05-15 | 13F | Hall Laurie J Trustee | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 6 380 | 2 239 | ||||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 167 | −9,24 | 59 | 0,00 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1 087 | 54,40 | 382 | 70,85 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 4 508 | 0,00 | 1 582 | 10,55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 624 | 0,00 | 198 | −4,81 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2 052 | 0,24 | 720 | 10,77 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 3 239 | 80,24 | 1 137 | 99,30 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 987 | 0,00 | 346 | 10,54 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 675 | 0,00 | 237 | 10,28 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 232 | −12,93 | 432 | −3,79 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 1 314 | 0,00 | 461 | 10,55 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10 921 | −58,35 | 3 833 | −53,97 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 93 | 0,00 | 33 | 10,34 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 580 | 204 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 4 249 | 0,00 | 1 491 | 10,53 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 6 190 | −3,76 | 2 187 | 10,29 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 104 078 | 3,68 | 36 532 | 14,57 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 100 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 8 421 | −3,61 | 2 956 | 6,52 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1 463 | 1,67 | 517 | 12,64 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 9 149 | −0,33 | 3 211 | 10,15 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 14 820 | −5,27 | 5 202 | 4,67 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 1 210 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 5 180 | 0,00 | 1 818 | 10,52 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 659 | −20,02 | 231 | −11,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 85 524 | 7,51 | 30 020 | 18,81 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 550 | −0,20 | 1 597 | 10,29 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 940 | 0,00 | 696 | 12,08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 151 857 | 7,06 | 53 302 | 18,30 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 337 | 2,50 | 820 | 13,26 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 750 | −1,06 | 263 | 9,58 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 918 | 0,00 | 322 | 10,65 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 2 324 | 0,00 | 1 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 4 413 | −0,11 | 1 549 | 10,33 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 4 746 | −16,16 | 1 666 | −7,40 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 153 369 | −0,85 | 53 832 | 9,18 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3 704 | 1,79 | 1 300 | 12,55 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 1 328 | −1,70 | 466 | 8,62 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 141 | 0,00 | 50 | 11,36 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 347 716 | 4,28 | 122 048 | 15,23 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 178 520 | 24,73 | 62 661 | 37,84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 43 322 | 18,02 | 15 206 | 30,42 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 9 341 | −1,09 | 3 279 | 9,30 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 14 414 | 0,68 | 5 059 | 11,26 | ||||
| 2025-08-14 | 13F | Comerica Bank | 90 958 | −0,49 | 31 926 | 9,96 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 4 833 | 6,81 | 1 696 | 18,02 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 5 634 | −0,07 | 1 978 | 10,45 | ||||
| 2025-05-13 | 13F | Anchor Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 2 641 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 776 | 0,26 | 0 | |||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 3 400 | 47,83 | 1 193 | 55,34 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 070 | −22,74 | 376 | −14,77 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 3 729 | 0,00 | 1 309 | 10,47 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 217 591 | −14,81 | 28 898 | −64,38 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1 000 | 0,00 | 351 | 10,73 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 5 031 | −0,69 | 1 766 | 9,70 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20 872 | 22,88 | 7 326 | 35,79 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 622 | 22,24 | 916 | 35,16 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8 625 | −56,55 | 3 027 | −51,99 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 473 | 0,00 | 166 | 10,67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 713 | 0,00 | 250 | 10,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 500 570 | −0,22 | 175 700 | 10,26 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 58 457 | −1,60 | 20 870 | 10,59 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 48 959 | −2,00 | 17 184 | 8,29 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 395 | 0,00 | 139 | 10,40 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 20 287 | −0,08 | 7 121 | 10,40 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 8 691 | −7,41 | 3 051 | 2,31 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 2 842 | −48,86 | 998 | −43,51 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 5 217 | 0,27 | 1 831 | 9,51 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 3 500 | −12,50 | 1 228 | −3,31 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 1 805 | 0,22 | 634 | 10,86 | ||||
| 2025-05-13 | 13F | Ariadne Wealth Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 275 | 0,00 | 97 | 10,34 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3 616 | 216,91 | 1 269 | 250,55 | ||||
| 2025-07-15 | 13F | Tepp RIA, LLC | 819 | −22,95 | 287 | −14,84 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4 649 | −0,13 | 1 632 | 10,35 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 | −75,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 2 902 | 0,00 | 1 019 | 10,53 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 476 | −50,87 | 1 220 | −45,71 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 3 115 | 1 093 | ||||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 4 468 | 1 568 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 957 | 0,00 | 336 | 10,56 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 9 896 | −21,35 | 3 473 | −13,09 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5 603 | 4,91 | 1 967 | 15,92 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 13 244 | 0,00 | 4 649 | 10,51 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 3 189 | 0,03 | 1 119 | 10,57 | ||||
| 2025-08-08 | 13F | Renasant Bank | 7 326 | 0,00 | 2 571 | 10,49 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 167 | 0,60 | 58 | 11,54 | ||||
| 2025-04-25 | 13F | Saxon Interests, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | St. Louis Trust Co | 21 948 | 0,01 | 7 704 | 10,52 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3 753 | 491,96 | 1 317 | 555,22 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 148 | −25,25 | 52 | −17,74 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 147 | −3,83 | 2 158 | 6,26 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 741 | −6,44 | 260 | 3,59 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 157 | 6,80 | 55 | 19,57 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 645 | 0,00 | 226 | 10,78 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 504 | 0,00 | 177 | 10,00 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 723 | 0,00 | 254 | 10,48 | ||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 9 982 | 1,93 | 3 504 | 12,64 | ||||
| 2025-07-30 | NP | FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 176 851 | 260,10 | 59 224 | 256,77 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 967 | 0,00 | 339 | 10,42 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 55 165 | 4,91 | 19 363 | 15,93 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 5 676 | 0,26 | 1 992 | 10,79 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 75 | 0,00 | 26 | 4,00 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 668 | 234 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 24 593 | 30,56 | 8 632 | 44,30 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 192 | 0,00 | 67 | 11,67 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 647 | 227 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 1 801 | 8,17 | 632 | 19,70 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 3 110 | 0,00 | 1 092 | 10,54 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1 976 | −2,13 | 694 | 8,11 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 891 | 0,22 | 313 | 10,64 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 1 208 | 0,00 | 424 | 11,58 | ||||
| 2025-05-01 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 819 | 0,00 | 287 | 10,38 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 1 882 | 0,27 | 660 | 10,74 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 177 993 | −6,29 | 62 476 | 3,55 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 70 441 | −0,40 | 24 725 | 10,91 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 3 189 | 0,00 | 1 119 | 10,57 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3 496 | 1 227 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 451 | 3,94 | 860 | 14,82 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1 136 | 0,00 | 399 | 10,56 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1 187 | 13,92 | 417 | 26,06 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 98 726 | −3,48 | 34 653 | 6,66 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17 033 | 0,01 | 6 145 | 13,15 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 5 117 | 1 796 | ||||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 63 144 | −2,96 | 22 164 | 7,23 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 9 188 | −0,79 | 3 225 | 9,66 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 1 569 | 0,00 | 551 | 10,44 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 5 275 | 0,00 | 1 852 | 10,51 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10 055 | 4 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 598 | −4,47 | 1 614 | 5,56 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 982 | 0,00 | 345 | 10,26 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 1 507 | −18,85 | 529 | −10,36 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 1 868 | −20,31 | 1 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 16 773 | −11,01 | 5 328 | −15,43 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 248 | −6,42 | 87 | 3,57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28 258 | 5,36 | 9 918 | 16,42 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 232 | 0,00 | 432 | 10,49 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 102 252 | −15,41 | 35 891 | −6,53 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 49 | 0,00 | 17 | 13,33 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 62 600 | −11,77 | 21 973 | −2,50 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11 452 | −9,05 | 4 020 | 0,50 | ||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 1 069 | 0,28 | 375 | 10,95 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 360 844 | −1,19 | 127 | 8,62 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 472 | 0,00 | 166 | 10,74 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 2 497 | −5,20 | 876 | 4,78 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 940 | 681 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 013 | 0,25 | 707 | 10,83 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 450 539 | 15,95 | 158 217 | 28,19 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 578 | 0,00 | 207 | 13,11 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10 671 | 6,59 | 3 745 | 17,80 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 4 388 | 0,00 | 1 540 | 10,55 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 650 | 0,00 | 228 | 10,68 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 1 010 | 0,00 | 321 | −5,04 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 1 925 | −36,78 | 676 | −30,20 | ||||
| 2025-07-02 | 13F | Jacobs & Co/ca | 982 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 466 | 18,16 | 866 | 30,08 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 345 | −23,16 | 121 | −14,79 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 6 690 | 0,00 | 2 348 | 10,49 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 710 | 0,00 | 249 | 15,28 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 121 375 | 2,25 | 42 603 | 12,99 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 6 192 | 0,00 | 2 | 100,00 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 975 | 0,00 | 342 | 10,68 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Retirement Income Solutions, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 110 | −51,33 | 39 | −49,33 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 1 364 | 0,00 | 479 | 10,39 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 200 | 70 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 9 | 0,00 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 59 | 0,00 | 0 | |||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 325 | −1,52 | 114 | 9,62 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 1 000 | 0,00 | 351 | 10,73 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1 695 | −3,69 | 595 | 5,88 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1 178 | 0,00 | 413 | 10,43 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5 341 | 1 789 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 1 400 | 0,00 | 491 | 10,59 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 43 491 | 16,96 | 15 265 | 29,24 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 23 429 | 0,00 | 8 224 | 10,51 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 777 | 0,00 | 273 | 10,57 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 40 094 | −2,72 | 14 073 | 7,49 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 694 | −1,14 | 244 | 9,46 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 413 | −59,11 | 131 | −57,88 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 11 | 0,00 | 4 | 0,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 343 | 0,00 | 120 | 11,11 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 6 464 | 5,90 | 2 269 | 17,03 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 1 004 | −2,14 | 352 | 8,31 | ||||
| 2025-08-14 | 13F | Xponance, Inc. | 6 226 | −53,06 | 2 185 | −48,12 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 978 | 343 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 432 | −0,41 | 853 | 10,06 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 1 788 | −13,46 | 628 | −4,42 | ||||
| 2025-05-14 | 13F | Bakala Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Well Done, LLC | 2 521 | −18,20 | 885 | −14,17 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 23 003 | 0,00 | 8 074 | 10,51 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F/A | Pitcairn Co | 362 143 | −32,56 | 127 112 | −25,48 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 90 | 0,00 | 32 | 10,71 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 4 675 | 1,32 | 1 641 | 12,01 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 277 | 64,88 | 799 | 83,26 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2 622 | 25,51 | 920 | 38,76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 951 | 0,00 | 334 | 10,26 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 10 395 | 0,19 | 3 649 | 10,71 | ||||
| 2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 177 728 | −1,68 | 62 383 | 8,65 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 2 460 | −0,28 | 863 | 10,22 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 662 | 0,07 | 1 987 | 10,57 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 4 761 | 440 | ||||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 573 | 201 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 95 528 | −0,01 | 33 530 | 10,50 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 300 769 | 2,25 | 105 570 | 12,99 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 84 043 | −4,07 | 29 499 | 6,01 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6 320 | −6,12 | 2 218 | 3,74 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 3 716 | 1 180 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 1 521 | 0,00 | 534 | 10,35 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 34 275 | −1,03 | 12 031 | 9,36 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 2 194 | 0,00 | 770 | 10,63 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 738 | 259 | ||||||
| 2025-07-07 | 13F | Bangor Savings Bank | 225 | 0,00 | 79 | 9,86 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 674 | −5,34 | 237 | 4,42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 983 | 42,56 | 1 398 | 57,61 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 18 223 | 0,26 | 6 396 | 10,79 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1 875 573 | −1,43 | 658 326 | 8,92 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 8 958 | 0,00 | 3 144 | 10,51 | ||||
| 2025-04-07 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 521 | 74,83 | 885 | 93,01 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1 891 | 0,05 | 664 | 10,50 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 1 430 | 0,00 | 502 | 10,57 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 735 | 0,00 | 258 | 10,30 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 400 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 2 154 | 756 | ||||||
| 2025-04-24 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 82 501 | 0,12 | 28 958 | 10,64 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 1 242 | −30,19 | 436 | −23,01 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 988 | −31,86 | 347 | −24,78 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4 687 | 0,26 | 1 690 | 13,88 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 2 801 | 0,00 | 983 | 10,45 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 226 273 | −24,33 | 79 422 | −16,38 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7 702 | 32,68 | 2 703 | 46,66 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 1 651 | 115,82 | 583 | 170,70 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 764 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 601 | 211 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 5 539 | 0,00 | 1 944 | 10,52 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 680 | 0,00 | 239 | 11,21 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 16 451 | −6,99 | 5 774 | 2,74 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 75 077 | −14,05 | 26 334 | −5,09 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2 485 | 0,00 | 872 | 10,52 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 612 | 0,00 | 215 | 10,31 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 77 290 | 1,70 | 27 129 | 11,41 | ||||
| 2025-06-26 | NP | JHAC - John Hancock Fundamental All Cap Core ETF | 520 | 164 | ||||||
| 2025-07-14 | 13F | E&G Advisors, LP | 3 002 | 0,00 | 1 054 | 10,49 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 37 757 | −16,28 | 13 253 | −7,49 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 9 197 | −1,59 | 3 228 | 8,76 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 10 | 0,00 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 63 818 | 0,63 | 22 400 | 11,19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7 481 | 22,84 | 2 626 | 35,73 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 365 099 | 0,11 | 128 150 | 10,63 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 44 | 0,00 | 15 | 15,38 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 5 495 | −0,15 | 1 929 | 10,36 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 60 | 0,00 | 21 | 10,53 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 10 | 4 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 2 541 | 55,22 | 892 | 71,54 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 1 068 | 0,00 | 375 | 10,32 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 119 | 1 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1 446 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 3 898 | 7,06 | 1 368 | 18,34 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 10 654 | 4,82 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 487 | 0,00 | 171 | 10,39 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 136 011 | 4,96 | 48 834 | 18,64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 25 407 | 3,44 | 8 918 | 14,31 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 3 882 | 0,00 | 1 363 | 10,46 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 3 822 | 0,00 | 1 342 | 10,46 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 11 144 | −4,33 | 3 912 | 5,73 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2 305 | 0,00 | 809 | 10,52 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 8 821 | 0,19 | 3 133 | 17,57 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 31 700 | −9,43 | 11 127 | 0,08 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 3 319 | 0,00 | 1 165 | 10,44 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 14 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1 954 | 0,10 | 686 | 10,66 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 3 714 | −1,33 | 1 304 | 9,04 | ||||
| 2025-04-28 | NP | James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 1 108 | 0,18 | 389 | 10,54 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 2 982 | 1 047 | ||||||
| 2025-04-17 | 13F | Keystone Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Opes Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 700 | 246 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1 154 | 0,00 | 405 | 10,66 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 3 785 | −0,66 | 1 329 | 9,75 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 68 033 | 1,04 | 23 879 | 11,65 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 768 | 270 | ||||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 2 436 | −11,87 | 875 | −0,23 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 3 302 | 1,76 | 1 159 | 12,43 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 375 | 0,00 | 132 | 10,08 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 184 423 | −4,87 | 64 732 | 5,12 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 3 040 | 0,00 | 1 067 | 10,57 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 159 700 | 0,00 | 56 055 | 10,50 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 575 | −74,49 | 202 | −71,93 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 16 859 | 13,25 | 5 917 | 25,15 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 2 978 | −32,75 | 1 045 | −25,68 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 41 081 | −2,14 | 14 419 | 8,14 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 682 | 0,00 | 239 | 10,65 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 900 | 0,00 | 316 | 10,53 | ||||
| 2025-05-13 | 13F | Fuller & Thaler Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 34 342 | 1,16 | 12 | 20,00 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 5 855 | 14,20 | 2 055 | 26,23 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 236 | −0,08 | 434 | 9,90 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 686 | 241 | ||||||
| 2025-04-07 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 4 147 | 0,00 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 25 323 | 10,99 | 8 888 | 22,64 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 3 280 | 0,00 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 1 135 | −14,92 | 398 | −5,91 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 16 375 | −2,92 | 5 748 | 7,26 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 435 | 0,00 | 153 | 10,14 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 200 738 | 30,98 | 421 459 | 44,73 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 053 | −66,75 | 370 | −63,28 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 73 | 0,00 | 26 | 8,70 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 624 | 219 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 593 | 0,12 | 2 314 | 10,66 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 630 | 0,00 | 221 | 10,50 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 625 | 219 | ||||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 14 589 | −10,66 | 5 121 | −1,29 | ||||
| 2025-07-18 | 13F | jvl associates llc | 29 127 | 0,00 | 10 224 | 10,51 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2 116 | 0,00 | 743 | 10,42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3 619 | 1 270 | ||||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wind River Trust Co | 124 692 | 0,00 | 43 767 | 10,50 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 53 882 | 0,00 | 18 912 | 10,51 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 800 | 0,00 | 281 | 10,24 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 023 | 15,86 | 359 | 28,21 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 29 690 | −16,73 | 10 421 | −7,98 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 919 | 0,00 | 323 | 10,65 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 207 | 340,43 | 73 | 414,29 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 6 100 | 60,53 | 2 141 | 77,38 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 30 | 0,00 | 11 | 11,11 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1 591 | 1,14 | 559 | 11,82 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 626 | 220 | ||||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 1 668 | 0,00 | 585 | 10,59 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 18 481 | 6 487 | ||||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5 241 | 2 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 737 | −18,65 | 259 | −10,10 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 36 350 | −2,05 | 13 | 9,09 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 19 764 | 406,90 | 6 937 | 460,34 | ||||
| 2025-05-14 | 13F/A | Miramar Fiduciary Corp | 5 416 | 796 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 12 640 | −9,64 | 4 437 | −0,16 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 70 182 | −4,31 | 24 634 | 5,73 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 6 364 | 4,67 | 2 234 | 15,64 | ||||
| 2025-07-09 | 13F | Epiq Partners, Llc | 59 192 | 3,40 | 20 776 | 14,26 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 3 329 | −48,71 | 1 168 | −43,33 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 2 690 | 0,00 | 944 | 10,54 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 20 082 | 62 656,25 | 7 049 | 70 380,00 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 1 560 | 0,00 | 548 | 10,51 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7 823 | −1,11 | 2 809 | 11,78 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 2 085 | −1,14 | 732 | 9,27 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 421 | 0,00 | 148 | 10,53 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 971 | 18,64 | 1 745 | 31,03 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 410 | −37,47 | 495 | −34,40 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 19 293 | −2,51 | 6 772 | 7,73 | ||||
| 2025-08-15 | 13F | American Family Investments, Inc. | 34 518 | 12 116 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 2 548 | 0,00 | 894 | 10,51 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 988 203 | 31 808,40 | 124 | −87,49 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 3 725 | 4,22 | 1 307 | 15,15 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 1 150 | 0,00 | 404 | 10,41 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 166 886 | 0,76 | 58 577 | 11,34 | ||||
| 2025-04-08 | 13F/A | California State Teachers Retirement System | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 716 | −2,72 | 251 | 7,73 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 22 068 | −0,85 | 7 746 | 9,55 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 5 290 | −0,43 | 1 857 | 10,02 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 560 | 0,00 | 197 | 10,73 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 18 025 | 16,79 | 6 327 | 29,05 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 2 606 | −2,21 | 915 | 8,04 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 15 750 | 8 146,07 | 5 528 | 9 113,33 | ||||
| 2025-07-29 | NP | ETFCX - North Square Tactical Growth Fund Class C | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 704 | −0,75 | 1 300 | 9,70 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 350 | 0,00 | 123 | 9,91 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 110 516 | 4,56 | 35 104 | −0,64 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 51 225 | 26,68 | 17 980 | 39,98 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 583 | 0,17 | 205 | 10,87 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 179 | 0,02 | 1 467 | 10,47 | ||||
| 2025-07-30 | 13F | Strategic Investment Management, Llc | 64 191 | −47,47 | 22 531 | −41,95 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 10 264 | −0,86 | 3 603 | 9,55 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 2 135 | 0,00 | 766 | 13,82 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 574 | 201 | ||||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 2 246 | −15,82 | 788 | −6,97 | ||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 755 | 0,00 | 265 | 10,88 | ||||
| 2025-08-06 | 13F | Simmons Bank | 12 427 | −6,42 | 4 362 | 3,41 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 76 | 27 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13 223 | −6,41 | 4 641 | 3,43 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 10 544 | 47,82 | 3 701 | 123 266,67 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1 050 921 | −7,19 | 368 873 | 2,56 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 37 135 | −34,49 | 13 034 | −27,61 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 39 424 | 2,31 | 13 838 | 13,05 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Balentine LLC | 49 094 | 0,26 | 17 232 | 10,79 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Dempze Nancy E | 2 102 | 0,00 | 738 | 10,49 | ||||
| 2025-07-07 | 13F | Trust Co | 34 | 3,03 | 12 | 10,00 | ||||
| 2025-07-22 | 13F | Legacy Trust | 20 189 | −3,37 | 7 086 | 6,78 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 108 | 0,00 | 395 | 17,61 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3 189 | 0,28 | 1 119 | 10,79 | ||||
| 2025-07-28 | 13F | Tlwm | 294 017 | −0,48 | 103 200 | 9,97 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 300 | 0,00 | 105 | 10,53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 17 250 | 28,51 | 6 | 50,00 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 849 | 0,00 | 298 | 10,41 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-29 | 13F | Manchester Financial Inc | 5 051 | 0,00 | 1 773 | 10,47 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 403 | 0,25 | 142 | 11,02 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 25 526 | 5,34 | 8 960 | 16,40 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 57 725 | −6,16 | 20 262 | 3,69 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 131 | 46 | ||||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 15 826 | 0,00 | 5 555 | 10,51 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 2 648 | −0,26 | 936 | 10,91 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8 445 | −8,64 | 2 964 | 0,95 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 892 | −2,85 | 3 823 | 7,36 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14 559 | 0,00 | 5 110 | 10,51 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 007 | −13,26 | 0 | |||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 864 | 0,00 | 303 | 10,58 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1 639 | 0,31 | 575 | 10,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 546 | 232,93 | 192 | 267,31 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 16 575 | 0,00 | 5 818 | 10,51 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 6 787 | 0,00 | 2 382 | 10,53 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 12 541 | −0,75 | 4 402 | 9,69 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 24 012 | 194,55 | 8 428 | 225,53 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 14 597 | 3,80 | 5 124 | 14,71 | ||||
| 2025-04-16 | 13F | Defined Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 682 | 0,00 | 239 | 10,65 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 650 | 0,00 | 228 | 10,68 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 1 083 | 0,00 | 380 | 10,47 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 942 | 29,22 | 330 | 42,86 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 19 360 | 100,00 | 6 795 | 121,05 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 413 | −16,90 | 145 | −13,25 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 1 500 | 0,00 | 526 | 10,50 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13 409 | −2,25 | 4 707 | 8,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 1 451 | −7,87 | 509 | 1,80 | ||||
| 2025-08-13 | 13F | Harbor Advisors LLC | 2 000 | 0,00 | 702 | 10,55 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 696 | −11,56 | 244 | −2,01 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 680 | −2,30 | 239 | 7,69 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 2 262 | −12,70 | 794 | 1,15 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 108 | 0,00 | 39 | 11,76 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 175 | 96,63 | 62 | 117,86 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 28 340 | 28,58 | 9 947 | 42,08 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 25 520 | −8,73 | 8 958 | 0,86 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 2 344 | 0,00 | 823 | 10,48 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 24 740 | −58,32 | 8 684 | −53,95 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 2 643 | 0,00 | 928 | 10,49 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 791 | −18,59 | 3 093 | −9,85 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 1 929 | −8,36 | 677 | 1,35 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 149 329 | 25,49 | 52 415 | 38,67 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 1 835 | 0,00 | 641 | 29,82 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 5 548 | 0,00 | 1 947 | 10,50 | ||||
| 2025-05-13 | 13F | Harfst & Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 376 | 6,79 | 834 | 20,55 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 1 175 | 3,52 | 368 | −3,17 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1 038 | 0,10 | 364 | 10,64 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1 893 | 0,11 | 664 | 10,67 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 2 560 | 0,00 | 899 | 10,46 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 6 142 | 232,36 | 388 | −33,96 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 057 | 0,09 | 371 | 10,45 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 43 437 | 0,08 | 15 247 | 10,60 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 803 | 0,00 | 282 | 10,20 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 3 775 | −30,86 | 1 325 | −23,59 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 352 | 0,00 | 475 | 10,49 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 198 408 | −0,48 | 69 641 | 9,97 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2 819 | 0,18 | 990 | 10,75 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 92 577 | 0,54 | 32 495 | 11,09 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 17 730 | 0,00 | 6 223 | 10,51 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 21 315 | −7,38 | 7 482 | 2,35 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 130 645 | 29,40 | 45 856 | 42,99 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 71 754 | −0,91 | 25 186 | 9,49 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 37 016 | 0,03 | 12 993 | 10,53 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 13 | 0,00 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 634 | 0,00 | 223 | 10,45 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 700 | 0,00 | 246 | 10,36 | ||||
| 2025-07-16 | 13F | Ipswich Investment Management Co., Inc. | 37 885 | −0,72 | 13 298 | 9,70 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 90 886 | −4,23 | 32 | 3,33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18 121 | 0,57 | 5 756 | −4,43 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 1 213 | 0,00 | 426 | 10,39 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 18 164 | −0,48 | 6 376 | 9,97 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2 837 | −20,91 | 996 | −12,64 | ||||
| 2025-06-26 | NP | BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A | 16 202 | −77,85 | 5 101 | −79,75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 3 900 | 62,50 | 1 369 | 79,53 | |||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 661 | 0,30 | 232 | 10,53 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 75 | 0,00 | 26 | 13,04 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 8 317 | −7,25 | 2 919 | 2,49 | ||||
| 2025-05-13 | 13F | Sei Investments Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 5 470 | −5,53 | 1 920 | 4,35 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22 066 | 3,02 | 7 921 | 16,42 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 3 500 | 0,00 | 1 228 | 10,53 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 5 537 | −3,92 | 1 944 | 6,17 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 1 225 | 0,00 | 430 | 10,28 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 1 377 | 0,00 | 483 | 10,53 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 625 | 0,04 | 921 | 10,56 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 99 819 | −17,50 | 35 029 | −8,90 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 26 | 0,00 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 7 045 | −24,87 | 2 473 | −16,96 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 21 230 | 7 452 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 1 149 | −1,54 | 403 | 8,92 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 303 | 0,33 | 106 | 10,42 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 9 608 | 0,00 | 3 372 | 10,52 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 2 975 | 0,00 | 1 044 | 10,59 | ||||
| 2025-05-09 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 2 527 | −12,20 | 887 | −3,06 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 62 968 | 6 079,39 | 22 102 | 6 742,41 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 25 678 | −9,81 | 9 013 | −0,34 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 122 | 0,00 | 43 | 10,53 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 70 | −99,87 | 25 | −99,86 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 73 | 0,00 | 26 | 8,70 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 8 477 | −2,08 | 2 975 | 8,22 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 897 | −7,05 | 315 | 2,61 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 784 | −2,24 | 275 | 8,27 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 160 | −96,70 | 56 | −96,36 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 83 353 | 1,48 | 29 257 | 12,14 | ||||
| 2025-04-25 | 13F | CHURCHILL MANAGEMENT Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | 12th Street Asset Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 6 600 | 4,76 | 2 317 | 15,74 | |||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 179 | 394,37 | 3 573 | 446,18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 12 900 | 0,00 | 4 528 | 10,50 | |||
| 2025-06-12 | 13F | Sheets Smith Investment Management | 1 044 | −93,81 | 332 | −94,13 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 1 322 | 0,00 | 464 | 10,74 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1 103 | 0,00 | 387 | 10,57 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 3 459 | −0,03 | 1 214 | 10,46 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3 380 | −4,09 | 1 186 | 5,99 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 108 | 0,32 | 1 | |||||
| 2025-04-28 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1 305 | 10,50 | ||||||
| 2025-04-25 | 13F | Little House Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 6 348 | −2,71 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Nepc Llc | 27 847 | 97,26 | 9 774 | 117,98 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 35 325 | 0,00 | 12 399 | 10,51 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 50 846 | −0,57 | 17 847 | 9,87 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 57 915 | 35 000,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 1 308 | −37,39 | 459 | −30,77 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 703 270 | −11,48 | 246 848 | −2,18 | ||||
| 2025-04-08 | 13F | May Barnhard Investments LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3 838 | 0,00 | 1 347 | 10,50 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 601 | 211 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 3 313 | 0,24 | 1 163 | 10,77 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 39 085 | 5,94 | 13 719 | 17,07 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 2 600 | 0,00 | 913 | 10,55 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 281 451 | 26,51 | 98 789 | 39,80 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 3 542 | 22,05 | 1 243 | 34,96 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 3 856 | 0,00 | 1 353 | 10,54 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 3 053 | 0,00 | 1 072 | 10,53 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 4 348 | 8,70 | 1 526 | 20,16 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 280 | 23,45 | 1 502 | 36,42 | ||||
| 2025-07-23 | 13F | Cohen Capital Management, Inc. | 5 037 | −14,44 | 1 768 | −5,45 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3 345 | 0,00 | 1 174 | 10,55 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 3 912 | 0,00 | 1 373 | 10,47 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 120 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 96 098 | 1,62 | 33 730 | 12,29 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 75 | 0,00 | 26 | 13,04 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 768 | 0,00 | 270 | 10,70 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 17 567 | −3,21 | 6 166 | 6,96 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 7 445 | −0,83 | 2 613 | 9,61 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 577 | 0,00 | 1 256 | 10,48 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 23 365 | −17,76 | 8 201 | −9,12 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 2 330 | 0,00 | 740 | −4,88 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6 474 | 5,13 | 2 273 | 16,16 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 304 109 | −1,47 | 106 742 | 8,87 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 2 433 | 854 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 1 887 | −6,49 | 662 | 3,28 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2 729 | 0,00 | 958 | 10,51 | ||||
| 2025-08-14 | 13F | Humankind Investments LLC | 24 570 | 0,00 | 8 624 | 10,51 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 55 591 | −1,77 | 19 512 | 8,55 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1 522 | 3,96 | 534 | 14,84 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 629 | −7,50 | 221 | 2,33 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 78 284 | 0,94 | 27 478 | 11,54 | ||||
| 2025-08-14 | 13F | UNC Management Company, Inc. | 578 635 | 0,26 | 203 | 10,93 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 1 150 | 0,00 | 404 | 10,41 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 247 157 | −2,26 | 87 | 7,50 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 234 376 | 10,69 | 82 266 | 22,32 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1 144 | −50,90 | 402 | −45,81 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 7 773 | −30,24 | 2 790 | −21,30 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 3 348 | 90,23 | 1 175 | 110,20 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2 645 | 0,00 | 928 | 10,48 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 87 409 | −0,19 | 30 681 | 10,30 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 7 309 | −0,98 | 2 565 | 10,94 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 603 | 212 | ||||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 611 | 214 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 562 | 204 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 635 | 0,00 | 223 | 10,45 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1 232 | 0,00 | 432 | 10,49 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 2 097 | 0,00 | 736 | 10,51 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 628 319 | 77,34 | 571 540 | 95,96 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 5 544 | −0,23 | 1 946 | 10,20 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2 692 | 1,05 | 945 | 11,58 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 735 | 0,00 | 258 | 10,30 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 14 455 | 10,33 | 5 074 | 21,92 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 1 000 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 550 | 0,00 | 193 | 10,92 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 1 312 | 458 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15 242 | −7,67 | 5 350 | 2,02 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2 020 | −2,23 | 709 | 8,09 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 12 737 | 552,18 | 4 471 | 620,97 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 2 674 | 0,00 | 939 | 10,48 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 24 806 | 0,13 | 8 707 | 10,64 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3 240 | 0,06 | 1 137 | 10,60 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 1 271 | 446 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 130 302 | 0,01 | 45 736 | 10,51 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 12 285 | −7,77 | 4 312 | −3,14 | ||||
| 2025-05-14 | 13F | Earnest Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8 031 | 969,37 | 2 819 | 1 079,50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 284 865 | 10,70 | 450 988 | 22,33 | ||||
| 2025-07-10 | 13F | Security National Bank | 509 | 0,00 | 179 | 10,56 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 43 799 | −1,69 | 15 373 | 8,63 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 2 431 | −3,65 | 853 | 6,49 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 3 564 | 1 251 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 3 239 | 0,28 | 1 137 | 10,83 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 2 310 | 0,00 | 811 | 10,50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 716 | 1 304 | ||||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 18 898 | 0,00 | 6 633 | 10,51 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 893 | 1 366 | ||||||
| 2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 285 | 100 | ||||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 17 236 | −24,44 | 6 050 | −16,51 | ||||
| 2025-08-07 | 13F | Commerce Bank | 164 459 | −0,26 | 57 725 | 10,22 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 53 155 | −8,28 | 18 657 | 1,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 92 462 | 3,53 | 32 452 | 14,40 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 15 294 | 0,00 | 5 368 | 10,52 | ||||
| 2025-05-07 | 13F | Atlas Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Rezny Wealth Management, Inc. | 650 | 0,00 | 228 | 10,68 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 734 | 0,00 | 258 | 10,30 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 56 | 0,00 | 20 | 11,76 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 765 | 0,13 | 269 | 10,74 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5 659 | 38,53 | 1 986 | 53,12 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 1 005 | 0,00 | 353 | 10,34 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2 258 | 44,84 | 793 | 60,00 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 2 494 | 0,00 | 875 | 10,48 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 49 127 | 12,23 | 17 244 | 24,01 | ||||
| 2025-07-31 | 13F | CNB Bank | 50 | 0,00 | 18 | 13,33 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 750 | 0,00 | 263 | 10,50 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 175 | 0,00 | 61 | 10,91 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 2 817 | 0,32 | 989 | 10,89 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 596 | 260,06 | 911 | 297,82 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1 683 | −2,77 | 591 | 7,47 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 74 331 | −28,54 | 26 090 | −21,03 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 49 | 0,00 | 17 | 13,33 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 75 462 | −16,16 | 26 487 | −7,36 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 1 232 | −2,38 | 433 | 8,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 670 | 398,51 | 586 | 452,83 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 36 133 | −6,28 | 12 683 | 3,56 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 57 044 | −0,26 | 20 022 | 10,22 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 1 009 | 0,00 | 354 | 10,63 | ||||
| 2025-05-13 | 13F | Montag & Caldwell, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 3 702 | 0,84 | 1 299 | 11,41 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21 361 | 18,93 | 7 | 40,00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 843 | −9,45 | 298 | 0,68 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 1 039 | 0,78 | 365 | 11,31 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 984 | −1,81 | 4 206 | 8,51 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 679 | 71,42 | 4 | 100,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 12 401 | 7,34 | 4 353 | 18,62 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 236 | −1,67 | 83 | 7,89 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 710 | −67,57 | 249 | −65,94 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 1 241 | −3,50 | 436 | 6,62 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 11 608 | −0,96 | 4 054 | 9,45 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 135 897 | 1,39 | 47 700 | 12,04 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 86 029 | −1,96 | 30 196 | 8,33 | ||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 1 271 | −55,70 | 446 | −51,04 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 7 845 | −3,03 | 2 753 | 7,16 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 120 | 1 300,00 | 393 | 1 472,00 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 290 | 0,00 | 102 | 9,78 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3 167 | 0,00 | 1 112 | 10,55 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 654 | 230 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 650 | 228 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8 613 | 40,39 | 3 023 | 55,18 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7 223 | −5,37 | 2 535 | 4,58 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 59 860 | −0,04 | 21 011 | 10,46 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 15 025 | 0,81 | 5 274 | 11,41 | ||||
| 2025-04-29 | 13F | McGlone Suttner Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 99 | 308,33 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 43 | 0,00 | 15 | 15,38 | ||||
| 2025-09-22 | 13F | Caldwell Trust Co | 98 | 34 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 51 683 | −8,67 | 18 141 | 0,92 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 13 728 | −1,12 | 4 819 | 9,28 | ||||
| 2025-05-09 | 13F | Argent Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 183 | −0,42 | 415 | 10,08 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 44 596 | 0,09 | 15 653 | 10,60 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 3 270 | 0,00 | 1 148 | 10,50 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2 000 | 0,00 | 702 | 10,55 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 1 651 | 0,00 | 580 | 10,50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 9 366 | −0,26 | 3 287 | 10,23 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 1 096 | 0,00 | 385 | 10,34 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 975 | 0,00 | 342 | 10,68 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 138 | 0,00 | 48 | 11,63 | ||||
| 2025-07-28 | 13F | Boston Trust Walden Corp | 1 590 | 0,00 | 558 | 10,50 | ||||
| 2025-08-07 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 3 411 | 0,00 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 140 | 0,00 | 49 | 11,36 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 23 722 | −0,13 | 8 326 | 10,82 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 370 | 130 | ||||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 22 878 | 0,03 | 8 030 | 10,55 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 6 290 | −0,25 | 2 208 | 10,18 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 069 | 1,14 | 375 | 11,94 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 708 | −2,48 | 249 | 7,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 150 681 | 1,26 | 52 889 | 11,90 | ||||
| 2025-08-01 | 13F | Motco | 68 | 0,00 | 24 | 14,29 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 3 047 | −2,90 | 1 069 | 7,33 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 2 065 | 0,05 | 725 | 10,53 | ||||
| 2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 901 | −18,17 | 0 | |||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 1 095 | 0,00 | 385 | 10,66 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 2 773 | −0,50 | 973 | 9,94 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 13 308 | 16,89 | 4 227 | 11,09 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 1 931 | −88,41 | 678 | −87,20 | ||||
| 2025-04-16 | 13F | Everhart Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 18 896 | −0,66 | 6 632 | 9,78 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 26 000 | 26 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 264 558 | −2,70 | 92 860 | 7,52 | ||||
| 2025-08-14 | 13F | Ackerman Asset Management, LLC | 1 350 | 0,00 | 474 | 10,51 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 425 778 | −2,86 | 149 448 | 7,34 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 9 961 | −0,35 | 3 496 | 10,11 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 198 | 0,51 | 69 | 11,29 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 100 | 0,00 | 35 | 12,90 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 1 712 | 0,00 | 601 | 10,50 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 1 557 | 0,00 | 547 | 10,53 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 558 | 0,00 | 196 | 10,17 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 3 852 | 1 359 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 140 371 | 1,81 | 49 270 | 12,50 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 67 893 | −0,07 | 23 831 | 10,42 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 6 065 | −0,93 | 2 131 | 9,62 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 775 | 0,00 | 272 | 10,57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18 134 | 0,07 | 6 365 | 10,58 | ||||
| 2025-05-14 | 13F | Avestar Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Martin Capital Advisors, LLP | 2 260 | 0,00 | 793 | 10,60 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 535 959 | −6,82 | 188 122 | 2,97 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1 040 | −35,40 | 365 | −28,57 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 13 366 | −7,12 | 4 691 | 2,65 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 2 040 | 716 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 839 | 5,80 | 295 | 17,13 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 55 | −49,54 | 19 | −44,12 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 533 | 187 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 971 | 0,00 | 692 | 10,56 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 3 547 | 0,00 | 1 245 | 10,48 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 783 | 0,00 | 275 | 10,48 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 2 936 | 0,00 | 1 031 | 10,52 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 32 058 | 8,53 | 11 252 | 35,24 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 878 | 6,30 | 308 | 17,56 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 2 730 | 0,00 | 958 | 10,50 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 709 | 0,00 | 249 | 10,22 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Cookson Peirce & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 4 670 | 0,00 | 1 639 | 10,52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 110 | 1,85 | 39 | 5,56 | ||||
| 2025-05-12 | 13F | Managed Asset Portfolios, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 783 | 0,00 | 275 | 10,48 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 8 918 | 1,84 | 3 130 | 12,55 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 9 001 | 0,09 | 3 159 | 10,61 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10 313 | 6,30 | 3 620 | 17,46 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 1 783 | 0,11 | 626 | 10,62 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 1 331 | −2,56 | 467 | 7,85 | ||||
| 2025-08-12 | 13F | Cornerstone Capital, Inc. | 959 | −19,68 | 337 | −11,35 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 1 100 | 0,00 | 386 | 10,60 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2 210 | −16,00 | 776 | −7,19 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 176 | 214,29 | 62 | 258,82 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 5 024 | −5,24 | 1 763 | 4,69 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2 006 | 305,25 | 704 | 348,41 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 5 833 | 0,00 | 2 | 100,00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 240 | 24,35 | 84 | 37,70 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 6 300 | −7,57 | 2 211 | 0,91 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 32 | 0,00 | 12 | 22,22 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 239 | −3,63 | 84 | 6,41 | ||||
| 2025-04-23 | 13F | Corundum Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 37 948 | 0,70 | 13 320 | 11,27 | ||||
| 2025-08-14 | 13F | Circle Wealth Management, LLC | 22 119 | 0,00 | 7 764 | 10,51 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 136 | −3,55 | 45 | 2,27 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 3 859 | −1,30 | 1 355 | 9,11 | ||||
| 2025-05-14 | 13F | CSM Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 343 | 0,00 | 471 | 10,56 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 100 | 0,00 | 35 | 12,90 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 1 147 | 0,00 | 403 | 10,44 | ||||
| 2025-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 395 | −1,25 | 139 | 8,66 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 14 258 | 5 005 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 996 | 48,47 | 1 754 | 64,14 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 18 971 | 0,00 | 6 659 | 10,51 | ||||
| 2025-08-14 | 13F | London Co Of Virginia | 121 | −47,62 | 43 | −42,47 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 159 610 | 0,08 | 56 023 | 10,59 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 165 833 | −0,01 | 58 | 11,54 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 1 895 | 0,00 | 665 | 10,65 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 1 377 | 0,22 | 483 | 10,78 | ||||
| 2025-05-14 | 13F | Cramer Rosenthal Mcglynn Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 992 | −0,50 | 348 | 10,13 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1 532 | 0,00 | 538 | 10,49 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 3 846 | 0,00 | 1 350 | 10,48 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 140 119 | −9,51 | 49 182 | 0,00 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 1 479 | 10,62 | 519 | 22,41 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 1 000 | 0,00 | 351 | 10,73 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 9 363 | 0,00 | 3 286 | 10,49 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 284 | 1,49 | 1 504 | 12,16 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 10 | 0,00 | 4 | 0,00 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1 015 | 0,00 | 356 | 10,56 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 262 | 0,38 | 92 | 10,98 | ||||
| 2025-05-14 | 13F | Fiduciary Management Inc /wi/ | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 985 | 0,20 | 346 | 10,58 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 5 484 | 0,00 | 1 925 | 10,51 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 96 571 | 13,49 | 33 725 | 25,42 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 1 | 0 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4 795 | 0,19 | 1 683 | 10,72 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 657 | 0,00 | 231 | 10,58 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 1 318 | 0,00 | 463 | 10,53 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 1 601 | 0,00 | 562 | 10,43 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 1 550 | 544 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 447 | −4,49 | 157 | 5,41 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 918 | 0 | ||||||
| 2025-05-13 | 13F | Clearbridge Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 500 | 0,00 | 176 | 10,76 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 83 | 0,00 | 29 | 11,54 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 584 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | 0,00 | 11 | 11,11 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 878 | 0,23 | 308 | 10,79 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 4 023 | 0,00 | 1 412 | 10,57 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 594 | 208 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 8 754 | 0,00 | 3 073 | 10,50 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 289 | 101 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 208 | 0,00 | 73 | 10,61 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2 361 | 0,00 | 829 | 10,55 |
