Grundläggande statistik
| Institutionella ägare | 590 total, 588 long only, 0 short only, 2 long/short - change of 4,23% MRQ |
| Genomsnittlig portföljallokering | 0.8520 % - change of 3,41% MRQ |
| Institutionella aktier (lång) | 45 246 789 (ex 13D/G) - change of 1,05MM shares 2,37% MRQ |
| Institutionellt värde (lång) | $ 9 605 571 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Russell Top 200 Growth ETF (US:IWY) har 590 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 45,246,789 aktier. Största aktieägare inkluderar Tiaa Trust, National Association, Envestnet Portfolio Solutions, Inc., First Citizens Bank & Trust Co, Ameriprise Financial Inc, Bank Of America Corp /de/, LPL Financial LLC, Mariner, LLC, Morgan Stanley, Commonwealth Equity Services, Llc, and Wells Fargo & Company/mn .
iShares Trust - iShares Russell Top 200 Growth ETF (ARCA:IWY) 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 16, 2025 is 269,67 / share. Previously, on September 17, 2024, the share price was 214,47 / share. This represents an increase of 25,74% 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.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1 494 | 38,33 | 368 | 62,11 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5 327 | 128,14 | 1 313 | 166,87 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 500 | 0,00 | 123 | 17,14 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 24 448 | 6 027 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3 574 | −21,21 | 881 | −7,85 | ||||
| 2025-04-23 | 13F | Ledyard National Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 197 634 | 0,88 | 49 | 17,07 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 1 238 | 0,00 | 261 | −10,31 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11 107 | −3,19 | 2 738 | 13,14 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7 737 | 9,96 | 1 907 | 28,50 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 332 | 82 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 11 302 | −2,85 | 2 384 | −12,87 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 10 756 | 18,02 | 2 652 | 37,93 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5 599 | 28,92 | 1 380 | 50,66 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 934 | 230 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 373 | 31,79 | 1 325 | 53,95 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 14 | 0,00 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 013 | 0,10 | 250 | 16,90 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 468 | 0,00 | 115 | 17,35 | ||||
| 2025-05-14 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 391 | 0,26 | 96 | 17,07 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 22 189 | 109,94 | 5 470 | 145,36 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 1 343 | −18,06 | 331 | −4,06 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 2 747 | 0,18 | 677 | 17,13 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4 937 | 27,01 | 1 266 | 54,58 | ||||
| 2025-08-13 | 13F | Botty Investors LLC | 2 450 | 0,00 | 604 | 16,86 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2 195 | 0,00 | 541 | 17,10 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 188 | 0,00 | 46 | 17,95 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 118 | 0,00 | 29 | 20,83 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 23 446 | 5 780 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 20 974 | −0,28 | 5 170 | 16,55 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 636 | 0,00 | 650 | 16,94 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 1 741 | −23,00 | 429 | −9,87 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5 320 | −5,59 | 1 311 | 10,35 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 20 616 | 9,68 | 5 082 | 28,17 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 58 760 | 8,31 | 14 | 27,27 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 74 342 | 7,94 | 18 326 | 26,14 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 12 436 | 3 066 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 32 797 | 13,14 | 6 918 | 1,26 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 4 817 814 | −1,84 | 187 639 | 430,49 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 12 824 | 91,63 | 1 650 | 16,87 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 1 419 | 0,00 | 350 | 16,72 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 26 476 | 14,81 | 6 526 | 34,17 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 41 428 | −0,37 | 10 212 | 16,44 | ||||
| 2025-04-18 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 3 715 | 102,67 | 925 | 147,06 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 750 | −0,23 | 431 | 16,49 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 860 | 212 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 970 | 4,19 | 239 | 21,94 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 21 338 | −33,46 | 5 260 | −22,24 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 11 821 | 1,72 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 406 | 38,08 | 1 333 | 61,45 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 28 016 | 5,84 | 6 906 | 23,70 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 90 433 | 13,90 | 22 293 | 33,10 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 154 374 | −1,38 | 38 055 | 15,25 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15 487 | −2,94 | 3 818 | 13,67 | ||||
| 2025-07-18 | 13F | Bourgeon Capital Management Llc | 1 530 | 0,07 | 377 | 17,08 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 6 094 | 1 491 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 363 | 0,00 | 77 | −10,59 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 7 679 | −4,16 | 1 893 | 11,95 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 31 854 | 17,97 | 7 852 | 37,88 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 69 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 86 754 | −1,11 | 21 386 | 15,56 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 46 984 | 8,12 | 11 582 | 26,36 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 691 | 10,38 | 170 | 28,79 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 636 | −56,47 | 157 | −49,35 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 83 325 | 4,15 | 20 536 | 21,67 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 220 | 301 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 880 | 217 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 1 402 | 346 | ||||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 13 907 | −8,57 | 3 428 | 6,86 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6 121 | 15,47 | 1 509 | 34,88 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 1 114 | −10,81 | 275 | 4,18 | ||||
| 2025-08-14 | 13F | Betterment LLC | 23 660 | 15,62 | 6 | 25,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 962 | −20,14 | 730 | −6,65 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 15 255 | 11,93 | 3 760 | 30,78 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 111 677 | 12,62 | 27 546 | 31,59 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 1 900 | −1,55 | 468 | 14,99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 83 443 | 26,21 | 20 570 | 47,50 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 133 025 | −1,00 | 33 | 14,29 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 3 974 | 15,12 | 980 | 34,48 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 26 025 | 6 416 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 19 109 | −9,75 | 4 908 | 8,92 | ||||
| 2025-05-01 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 361 | −69,22 | 1 815 | −64,01 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 37 250 | 2,68 | 9 182 | 19,99 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 103 | 0,00 | 25 | 19,05 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 42 675 | −9,89 | 10 599 | 6,10 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 19 467 | 0,00 | 4 799 | 16,85 | ||||
| 2025-04-30 | 13F | Linden Thomas Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 2 710 | 668 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 10 669 | −16,20 | 2 630 | −2,05 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 2 907 | 23,28 | 717 | 44,06 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 49 751 | 2,81 | 12 264 | 20,14 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 683 | −2,71 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 701 | 3,96 | 1 159 | 22,15 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1 686 | 0,00 | 416 | 16,90 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1 773 | 0,06 | 437 | 17,16 | ||||
| 2025-05-07 | 13F | Fiera Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Triumph Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 26 562 | 13,70 | 6 548 | 32,88 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 41 292 | 1 458,78 | 10 179 | 1 724,01 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 983 | 242 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1 736 | 0,00 | 428 | 16,67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12 009 | 97,16 | 2 961 | 130,53 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 21 371 | 5,38 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1 529 | 31,58 | 377 | 53,47 | ||||
| 2025-05-06 | 13F | Rsm Us Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 937 852 | −4,86 | 231 | 11,59 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 450 | 0,00 | 111 | 17,02 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 21 694 | 0,00 | 5 348 | 16,85 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 715 | −23,16 | 916 | −10,21 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 52 516 | −12,07 | 12 946 | 2,75 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9 267 | 5,98 | 2 284 | 23,86 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 36 601 | 5,78 | 9 | 28,57 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 14 346 | −2,22 | 3 537 | 20,68 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 79 080 | 15,37 | 19 494 | 34,82 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 296 | −13,90 | 812 | 0,62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 122 | 277 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 6 027 | −25,93 | 1 486 | −13,46 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 313 | 0,00 | 324 | 16,61 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13 140 | 654,74 | 3 239 | 782,56 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 206 | 0,36 | 1 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 234 572 | 7,96 | 57 824 | 26,17 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 50 793 | −41,52 | 12 521 | −31,67 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 1 268 | 313 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 334 | −15,87 | 70 | −24,73 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 56 639 | −3,65 | 14 455 | 16,57 | ||||
| 2025-07-17 | 13F | City Holding Co | 185 | 0,00 | 46 | 15,38 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 3 285 | −6,86 | 810 | 8,88 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 1 840 | −2,70 | 454 | 13,82 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 2 415 | 0,00 | 595 | 16,90 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Stephens Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 85 249 | −4,78 | 21 015 | 11,28 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 1 841 | 0,00 | 454 | 16,75 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 3 159 | −26,05 | 779 | −13,65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 900 | −80,85 | 222 | −77,70 | |||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2 615 | 73,75 | 645 | 103,15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 153 | −72,99 | 2 256 | −68,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 3 500 | −46,15 | 863 | −37,13 | |||
| 2025-08-04 | 13F | Keybank National Association/oh | 3 243 | 0,00 | 799 | 16,81 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 344 | −2,46 | 2 899 | 18,18 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 926 | 228 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 2 633 | 3,70 | 649 | 21,31 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 14 221 | 73,07 | 3 506 | 102,25 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 4 583 | 1 130 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 16 221 | −1,83 | 3 999 | 14,72 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 24 887 | 6 135 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21 146 | −93,78 | 4 461 | −94,42 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 505 791 | 5,24 | 125 | 22,77 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1 324 | 326 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 209 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 142 694 | 4,43 | 35 176 | 22,04 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 764 | −38,80 | 928 | −28,53 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 378 684 | −7,01 | 93 349 | 8,67 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 92 | −85,02 | 23 | −82,95 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 877 | 18,83 | 216 | 39,35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 473 945 | −0,92 | 116 832 | 15,79 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 136 269 | 12,43 | 33 592 | 17,80 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2 969 | 0,00 | 732 | 16,77 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 762 | 46,47 | 435 | 72,91 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1 196 | 5,65 | 295 | 23,53 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 21 835 | −48,83 | 5 383 | −40,21 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 35 | −2,78 | 9 | 14,29 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1 013 | 0,00 | 250 | 16,90 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 22 | 0,00 | 5 | 25,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 77 | −26,67 | 19 | −13,64 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 100 | 0,00 | 24 | 14,29 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 150 033 | 36 985 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11 635 | −7,28 | 2 868 | 8,35 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2 718 | 0,11 | 670 | 16,96 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 902 | −14,01 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 14 674 | −6,61 | 3 617 | 9,14 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 826 | 204 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 307 | 0,00 | 76 | 17,19 | ||||
| 2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 2 436 | 0,00 | 600 | 16,96 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 209 077 | 0,91 | 544 560 | 17,93 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2 698 | 0,11 | 665 | 17,08 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 282 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 60 | 0,00 | 15 | 16,67 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 5 006 | 19,42 | 1 234 | 39,48 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 1 679 | 0,00 | 414 | 16,67 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 410 | 0,00 | 101 | 17,44 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 2 707 | 0,00 | 667 | 16,81 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 26 | 36,84 | 6 | 50,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 11 533 | −15,41 | 2 843 | −1,15 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 1 658 | 0,12 | 409 | 16,91 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1 193 | −15,75 | 294 | −1,34 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 28 250 | −82,14 | 7 | −82,86 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 238 | 19,02 | 1 538 | 39,10 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 3 451 | 0,00 | 851 | 16,92 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 9 289 | 3,93 | 2 290 | 21,43 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 10 304 | 4,07 | 2 540 | 21,65 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 42 179 | −8,40 | 10 398 | 7,04 | ||||
| 2025-08-14 | 13F | Fmr Llc | 25 490 | 2,13 | 6 284 | 19,36 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2 871 | −0,38 | 708 | 16,47 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 34 | 0,00 | 8 | 14,29 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 1 873 | −14,04 | 462 | 0,44 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 21 925 | −4,88 | 5 405 | 11,15 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 2 177 | 0,05 | 537 | 17,03 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 2 696 | −84,33 | 665 | −81,70 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 413 | 5,37 | 841 | 23,13 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 20 461 | 1,50 | 5 044 | 18,60 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 116 296 | 12,88 | 28 668 | 31,91 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 202 | −1,87 | 543 | 14,59 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 111 713 | −0,48 | 27 538 | 16,30 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 101 | 1,00 | 25 | 14,29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 33 143 | 2,15 | 8 170 | 19,37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 196 699 | 0,64 | 541 508 | 17,61 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 80 605 | 123,28 | 19 870 | 160,92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4 570 | 113,65 | 1 127 | 149,67 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 3 753 | 925 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13 493 | −3,53 | 3 326 | 12,75 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 839 | 700 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 247 | 0,00 | 61 | 15,38 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 360 | −65,15 | 89 | −59,45 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 4 265 | 8,28 | 1 051 | 26,63 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12 549 | 8,13 | 3 093 | 26,35 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 5 024 | 0,00 | 1 238 | 16,90 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 13 | 0,00 | 3 | 50,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181 144 | 7,69 | 44 654 | 25,85 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 1 938 | −9,99 | 478 | 5,07 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2 225 | 8 800,00 | 548 | 10 860,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 343 | 7,01 | 329 | 24,24 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 21 300 | 4,93 | 5 251 | 22,61 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 2 812 | 1,48 | 693 | 18,66 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 947 | 233 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 94 439 | 15,27 | 23 280 | 34,71 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 203 | 790 | ||||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 3 394 | −1,88 | 837 | 14,68 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 130 751 | −0,40 | 32 231 | 16,40 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 121 265 | −1,41 | 29 893 | 15,21 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 2 646 | 4,26 | 652 | 21,87 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 2 847 | 0,00 | 702 | 16,83 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 2 855 | 0,00 | 704 | 16,78 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 12 558 | 0,00 | 2 649 | −10,36 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 226 275 | −2,04 | 55 779 | 14,48 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 142 663 | 9,38 | 35 168 | 27,83 | ||||
| 2025-07-16 | 13F | Processus Wealth & Capital Management, LLC | 31 139 | −3,70 | 7 676 | 12,53 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5 094 | 4,79 | 1 256 | 22,44 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 950 | 0,00 | 234 | 17,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 294 500 | −29,83 | 72 597 | −18,00 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 8 529 | −3,00 | 2 102 | 13,38 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 2 441 | −92,12 | 510 | −93,02 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 700 | 1,53 | 2 222 | 21,83 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 530 | 0,00 | 377 | 17,08 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 744 | −17,22 | 923 | −3,35 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 286 847 | 5,30 | 317 221 | 23,06 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 415 | 0,00 | 102 | 17,24 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 924 | 228 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 2 016 | −32,69 | 497 | −21,39 | ||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 817 | −1,20 | 1 927 | 15,53 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 31 231 | 25,67 | 7 699 | 46,87 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 23 459 | 0,03 | 5 783 | 16,88 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2 838 | −8,83 | 700 | 6,55 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 17 612 | −2,44 | 4 342 | 14,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 13 910 | −3,30 | 3 429 | 11,99 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 1 344 | −27,55 | 331 | −15,35 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 14 988 | −3,81 | 3 695 | 0,76 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 43 177 | −18,50 | 10 644 | −4,75 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 890 | 220 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38 957 | −12,17 | 9 603 | 2,64 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 556 | −1,18 | 1 863 | 15,51 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 6 765 | −1,93 | 1 668 | 14,57 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 3 669 | 0,03 | 905 | 16,95 | ||||
| 2025-05-15 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Accredited Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 248 717 | 5,75 | 61 311 | 23,58 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 15 950 | −41,52 | 3 932 | −31,66 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 94 024 | 28,02 | 23 178 | 49,61 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7 414 | −33,82 | 1 828 | −22,68 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 17 940 | −0,61 | 4 422 | 16,15 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 4 | 1 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 322 606 | 79 526 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 7 600 | 1 873 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 49 490 | 1,34 | 12 200 | 18,43 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9 987 | 1,62 | 2 462 | 18,77 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 3 375 | 2,90 | 832 | 20,26 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2 413 | 10,13 | 595 | 28,57 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 61 717 | −3,17 | 15 214 | 13,15 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 100 | 0,00 | 25 | 14,29 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 1 336 | −86,27 | 329 | −83,97 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 790 | 0,00 | 195 | 16,87 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 2 137 | 0,05 | 527 | 16,89 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 3 610 | 0,70 | 890 | 17,59 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 512 | 0,00 | 619 | 17,01 | ||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM Large Cap Growth Index Portfolio Class ADV | 77 888 | 105,27 | 19 200 | 139,91 | ||||
| 2025-05-15 | 13F | Voya Financial Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 207 | 0,00 | 51 | 18,60 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 18 575 | 14,34 | 4 579 | 33,65 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 1 023 | 0,00 | 252 | 17,21 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 004 | −3,83 | 248 | 12,27 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 161 482 | 11,03 | 39 807 | 29,75 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 1 217 | 300 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 454 | 12,92 | 1 344 | 32,02 | ||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 995 | 0,00 | 245 | 13,95 | ||||
| 2025-08-11 | 13F | BluePath Capital Management, LLC | 912 | 225 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7 032 | 1 734 | ||||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 3 610 | 0,00 | 890 | 16,82 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 408 | 101 | ||||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 5 806 | −0,15 | 1 431 | 16,72 | ||||
| 2025-07-17 | 13F | Boulay Financial Advisors, LLC | 586 277 | 209 535 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 602 | 0,00 | 148 | 17,46 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 3 327 | 0,00 | 820 | 16,98 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 113 247 | 97,52 | 27 917 | 130,83 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2 001 | −15,39 | 493 | −11,33 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 21 072 | 5,44 | 5 194 | 23,23 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 22 000 | −0,42 | 5 424 | 16,37 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 31 185 | 4,98 | 7 687 | 22,68 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 235 | 72,97 | 304 | 102,67 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 6 102 300 | 1,20 | 1 504 278 | 18,26 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 1 410 | 0,00 | 348 | 16,84 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1 419 | 0,07 | 350 | 16,72 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 76 178 | −0,17 | 18 779 | 16,66 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 76 | −50,00 | 19 | −43,75 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 852 | 457 | ||||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 2 859 | 1,20 | 705 | 18,32 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 120 120 | 142,17 | 29 611 | 183,02 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 2 393 | −0,95 | 590 | 15,72 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1 001 | 0,00 | 247 | 16,59 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 191 684 | −1,97 | 47 252 | 14,56 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 63 144 | 3,20 | 15 566 | 20,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 417 | 2 094,74 | 103 | 2 450,00 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 878 | 216 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 2 126 | −0,14 | 524 | 16,70 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 4 093 | 0,00 | 1 009 | 16,80 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 528 | 0,19 | 130 | 17,12 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 62 066 | −72,56 | 15 300 | −67,94 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 419 | 0,00 | 103 | 17,05 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 38 000 | 3,88 | 9 367 | 21,40 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3 799 | 215,27 | 936 | 282,04 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 45 020 | 1,28 | 11 098 | 18,36 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 961 | −0,62 | 237 | 16,18 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9 635 | 2 375 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 920 | −5,97 | 473 | 10,00 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 376 169 | 12,53 | 92 813 | 31,51 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 58 361 | 7,88 | 14 387 | 26,07 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 9 419 | −2,02 | 2 322 | 14,50 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 933 | −9,94 | 230 | 5,05 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 1 440 | 0,14 | 355 | 16,83 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 5 112 | 1 260 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 2 780 | 0,07 | 686 | 17,09 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 33 767 | 8 324 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 1 553 | −3,42 | 383 | 12,68 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 91 566 | −10,88 | 22 572 | 4,14 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 8 938 | 2 203 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 58 845 | −42,82 | 14 506 | −33,18 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 4 | −98,17 | 1 | −98,04 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 1 465 | −10,62 | 361 | 4,64 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 535 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Intrepid Capital Management Inc | 1 064 | −43,10 | 262 | −33,50 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 904 | 223 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 299 | 0,00 | 74 | 15,87 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15 851 | 3 907 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 416 | 0,00 | 103 | 17,24 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1 439 | 0,00 | 355 | 16,83 | ||||
| 2025-08-13 | 13F | CMC Financial Group | 3 648 | 0,00 | 899 | 16,91 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 2 710 | 0,07 | 668 | 16,99 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 7 128 | 1 757 | ||||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Alerus Financial Na | 118 | 29 | ||||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 1 267 | 0,00 | 312 | 16,85 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 2 123 | 0,00 | 523 | 17,00 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 8 053 | 1 985 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 46 930 | −4,86 | 11 569 | 11,18 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 4 271 | 0,00 | 1 053 | 16,89 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 027 841 | −1,88 | 1 239 413 | 14,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 345 263 | −12,99 | 85 | 2,41 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 1 113 | 274 | ||||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 45 188 | −5,50 | 11 139 | 10,43 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 228 | −46,89 | 303 | −37,99 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 40 | 0,00 | 10 | 12,50 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 1 420 | 15,07 | 350 | 34,62 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 3 432 | 37,28 | 846 | 60,34 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 10 936 | 2 696 | ||||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 11 217 | −0,20 | 2 765 | 26,78 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 158 | 0,00 | 39 | 15,15 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 3 376 | 8,10 | 712 | −3,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 241 | −29,53 | 306 | −17,79 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 674 | 0,02 | 1 152 | 16,95 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 1 452 | 24,74 | 306 | 10,47 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 7 623 | 224,25 | 1 879 | 279,60 | ||||
| 2025-05-07 | 13F/A | Meridian Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 727 | −11,02 | 179 | 4,07 | ||||
| 2025-08-12 | 13F | Bokf, Na | 216 | 0,00 | 53 | 17,78 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 734 | 0,00 | 427 | 16,99 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 102 763 | −0,65 | 25 332 | 16,10 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 2 800 | 0,00 | 690 | 16,95 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 1 400 | 0,00 | 345 | 16,95 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 19 666 | 24,69 | 4 848 | 45,73 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1 841 | 3,02 | 454 | 20,48 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 2 411 | 0,00 | 594 | 16,93 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 433 | 0,00 | 107 | 16,48 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 1 131 | 279 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 1 617 | 66,70 | 399 | 95,10 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 103 763 | 1,83 | 25 579 | 19,00 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 848 | 209 | ||||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 5 110 | 0,00 | 1 260 | 16,90 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 240 229 | −5,95 | 59 220 | 9,92 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 3 644 | −5,52 | 899 | 10,46 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 290 | −8,52 | 71 | 7,58 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 320 | −55,06 | 325 | −48,41 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 19 906 | 1,34 | 4 907 | 18,44 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 1 314 | −2,23 | 324 | 14,13 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 33 965 | 8 373 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3 047 | 0,03 | 751 | 16,98 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 7 761 | −5,34 | 1 913 | 10,64 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6 991 | −0,50 | 1 790 | 20,86 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 742 | 9,50 | 2 402 | 28,26 | ||||
| 2025-04-29 | 13F | Jackson Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 42 089 | 2,26 | 10 375 | 19,51 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 18 448 | 18,90 | 4 548 | 38,97 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 4 071 | 11,66 | 1 004 | 30,43 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 8 221 | −1,50 | 2 027 | 15,38 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 3 000 | 734 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 15 303 | −7,34 | 3 772 | 8,30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 507 | 19,96 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 613 | −0,02 | 1 137 | 16,02 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 172 | 0,00 | 42 | 16,67 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 2 529 | 0,72 | 628 | 33,62 | ||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 203 | 68,61 | 2 022 | 97,08 | ||||
| 2025-07-21 | 13F | Whelan Financial | 10 140 | 38,68 | 2 500 | 62,06 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8 950 | 0,00 | 2 206 | 16,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 27 338 | 54,37 | 6 740 | 80,38 | ||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 502 | 20,66 | 1 | |||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 264 830 | −2,17 | 65 247 | 14,26 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 56 940 | 2,85 | 14 036 | 20,20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 400 610 | −2,69 | 98 754 | 13,72 | ||||
| 2025-09-03 | 13F | American Trust | 2 418 | 596 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 7 600 | −7,15 | 1 873 | 8,52 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 447 463 | 7,61 | 110 304 | 26,16 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 1 286 | −2,28 | 317 | 14,44 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 7 199 | 0,10 | 1 838 | 21,16 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 1 448 | −3,01 | 360 | 26,41 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 83 | 0,00 | 20 | 17,65 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7 046 | −11,87 | 1 737 | 2,97 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 95 | 0,00 | 20 | −9,09 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 220 | −3,23 | 4 245 | 13,08 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 11 | 3 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 896 | −10,93 | 221 | 3,77 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 1 496 630 | −5,71 | 368 932 | 10,19 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 8 378 | 0,02 | 2 065 | 16,93 | ||||
| 2025-08-14 | 13F | UBS Group AG | 491 459 | 6,98 | 121 150 | 25,02 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 190 | 293 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 212 | 0,00 | 50 | 11,36 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 2 027 | −4,34 | 500 | 11,88 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 1 990 | −3,02 | 491 | 13,43 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 162 540 | 4,98 | 40 068 | 22,68 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 25 488 | 0,10 | 6 283 | 17,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 305 | −43,73 | 318 | −35,17 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 037 | 0,80 | 749 | 17,80 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 59 889 | −11,25 | 14 763 | 3,72 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 63 | 16 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 090 | −2,68 | 269 | 13,56 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 1 297 | −22,75 | 320 | −9,89 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3 201 | −5,85 | 789 | 10,04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6 786 | 177,21 | 1 673 | 224,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 378 | −0,42 | 5 270 | 16,36 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 7 429 | −0,05 | 1 831 | 16,85 | ||||
| 2025-04-30 | 13F | CFC Planning Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 1 638 | 0,12 | 404 | 16,81 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 13 353 | −2,48 | 3 292 | 13,95 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 679 015 | 87,99 | 167 384 | 119,69 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4 964 | −47,21 | 1 224 | −38,33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 408 984 | −0,27 | 594 622 | 16,73 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 9 031 | 3,84 | 2 226 | 21,37 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 46 | 11 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 271 149 | 20,17 | 66 841 | 40,44 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 35 537 | 3,72 | 8 760 | 21,21 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 1 138 | 281 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 148 | 0,00 | 36 | 16,13 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 29 427 | 4,58 | 7 254 | 22,21 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 143 | 35 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 333 | −8,48 | 1 315 | 6,92 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 24 684 | −16,63 | 6 085 | −2,58 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 55 325 | −2,57 | 13 638 | 13,86 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 3 | 0,00 | 1 | |||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 15 914 | −15,07 | 3 923 | −0,76 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 200 | 0,00 | 296 | 17,06 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 9 866 | 20,41 | 2 432 | 40,74 | ||||
| 2025-04-09 | 13F | SigFig Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 9 896 | 32,35 | 2 439 | 54,66 | ||||
| 2025-05-06 | 13F | Richardson Financial Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Libra Wealth Llc | 1 525 | 376 | ||||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 26 116 | 5,93 | 6 438 | 23,79 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21 869 | 1,41 | 5 391 | 18,51 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 16 576 | −0,88 | 4 086 | 15,85 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2 967 | 48,05 | 731 | 73,22 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 972 | 240 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 471 888 | −5,81 | 116 325 | 10,07 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5 862 | 0,02 | 1 459 | 21,99 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 14 110 | 138,47 | 3 478 | 178,69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9 890 | −2,43 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 900 | 715 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 1 300 | 320 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 20 507 | 10,61 | 5 055 | 29,28 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 20 | 0,00 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 3 249 | 801 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1 799 | 443 | ||||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 116 215 | 3,37 | 28 648 | 20,81 | ||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 1 026 | 0,10 | 253 | 16,67 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 98 312 | 31,63 | 24 061 | 53,04 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 19 165 | −9,37 | 4 724 | 5,92 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 344 | 0 | ||||||
| 2025-05-14 | 13F/A | Miramar Fiduciary Corp | 7 574 | 543 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 329 | 821 | ||||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 1 065 | 0,00 | 263 | 16,96 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 31 781 | 7 834 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 5 549 | −0,95 | 1 368 | 15,75 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7 644 | −0,73 | 1 884 | 16,01 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 32 605 | −1,42 | 8 037 | 15,21 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 1 391 | −0,22 | 343 | 16,72 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 104 017 | 2,97 | 26 | 23,81 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 1 677 | 413 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 1 638 | 0,00 | 404 | 16,81 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 33 220 | 8 189 | ||||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 24 907 | 6 140 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 567 | −9,42 | 140 | 5,30 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 954 | 235 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 6 | −68,42 | 2 | −75,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 506 | 0,00 | 864 | 16,91 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 1 366 | 19,41 | 337 | 39,42 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 22 996 | −8,60 | 5 669 | 6,80 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 166 | −26,55 | 41 | −14,89 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 2 023 | −3,48 | 499 | 12,67 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 14 221 | 73,07 | 3 506 | 102,25 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 7 267 | −1,45 | 1 841 | 22,34 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1 174 | 0,09 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 1 997 | 6,17 | 421 | −4,75 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 942 | 232 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11 910 | 11,92 | 2 936 | 47,12 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 14 534 | 0,00 | 3 583 | 16,87 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 187 654 | −8,34 | 46 259 | 7,12 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 89 597 | 145,54 | 22 087 | 186,94 | ||||
| 2025-05-14 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-27 | NP | XNAV - FundX Aggressive ETF | 12 513 | 0,00 | 2 639 | −10,33 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1 403 | 0,07 | 346 | 16,95 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 7 217 | −60,56 | 1 779 | −53,90 | ||||
| 2025-05-27 | NP | XCOR - FundX ETF | 87 440 | −2,07 | 18 445 | −12,20 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5 712 | 5,64 | 1 408 | 23,51 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17 642 | −89,16 | 4 349 | −88,64 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 2 535 | −95,22 | 625 | −94,42 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 012 | 246,21 | 742 | 303,26 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 1 | −99,74 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 181 | 115,51 | 291 | 153,04 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2 126 | 0,00 | 524 | 16,96 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 39 644 | 5,59 | 9 773 | 23,40 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 999 | −3,57 | 246 | 12,84 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1 345 | 0,00 | 332 | 16,96 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 10 498 | 108,25 | 2 588 | 143,37 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 5 703 | 66,75 | 1 406 | 94,87 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 2 009 | 1,72 | 495 | 18,99 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 29 823 | −4,24 | 7 351 | 11,90 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15 446 | −4,91 | 3 808 | 11,12 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 19 342 | 4 768 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 6 998 | 146,32 | 1 725 | 187,98 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 963 | −3,02 | 237 | 13,40 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 3 800 | −75,38 | 802 | −77,94 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 1 919 | 35,43 | 473 | 58,39 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8 334 | 19,09 | 2 055 | 39,16 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 21 360 | 4 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 582 864 | −10,85 | 143 682 | 4,19 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 275 157 | −7,54 | 67 829 | 8,05 | ||||
| 2025-07-11 | 13F | Williams Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9 094 | 2,24 | 2 242 | 19,46 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 21 275 | −33,61 | 5 190 | −24,42 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 77 781 | 7,19 | 19 174 | 25,26 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 95 | 0,00 | 23 | 15,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 100 | 25 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2 106 | −1,31 | 519 | 15,33 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6 385 | 73,51 | 1 574 | 119,39 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 474 099 | −4,70 | 116 870 | 11,37 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 71 791 | −5,13 | 17 697 | 10,87 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 023 | 0,00 | 252 | 17,21 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 33 923 | −11,39 | 7 156 | 17,87 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 33 373 | 3 401,89 | 8 227 | 4 013,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 521 | −80,87 | 128 | −77,70 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 19 890 | −2,50 | 4 903 | 13,94 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13 526 | −22,51 | 3 334 | −9,45 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 51 639 | 12 730 | ||||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Centennial Wealth Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 1 106 | 273 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 1 421 | −90,11 | 352 | −88,42 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 80 | 0,00 | 20 | 18,75 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 3 355 | −0,92 | 827 | 15,83 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 1 376 | 11,06 | 339 | 29,89 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Mason & Associates Inc | 1 157 | 0,35 | 285 | 17,28 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 1 589 | −0,13 | 392 | 16,72 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 475 | 4,47 | 610 | 22,24 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 4 032 | 1,13 | 994 | 18,07 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 221 | 0,00 | 301 | 16,73 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 2 019 | 0,00 | 498 | 16,94 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 9 054 | 2,26 | 2 232 | 19,55 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 5 220 | 0,00 | 1 287 | 16,80 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 2 268 | 0,09 | 559 | 16,95 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 795 | −39,30 | 442 | −29,05 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 122 248 | 6,42 | 30 135 | 24,37 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 11 323 | −12,53 | 2 791 | 2,23 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 053 | 259 | ||||||
| 2025-07-08 | 13F | Persium Advisors, LLC | 837 | 206 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 5 966 | −0,72 | 1 471 | 16,02 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 509 | −16,40 | 372 | −2,11 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 779 | 192 | ||||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 1 100 | 271 | ||||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 61 578 | 10,27 | 15 180 | 28,86 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 91 | 0,00 | 22 | 15,79 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 2 383 | −66,33 | 587 | −60,66 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 141 | 2,17 | 35 | 17,24 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 627 860 | 4,72 | 154 774 | 22,38 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 499 | −37,70 | 123 | −26,79 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 661 | 0,12 | 409 | 16,86 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 24 583 | 5 186 | ||||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 1 574 | 3,69 | 393 | 22,05 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 765 | 0,00 | 372 | −10,36 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 567 | 0,00 | 140 | 16,81 |
