Grundläggande statistik
| Institutionella ägare | 480 total, 480 long only, 0 short only, 0 long/short - change of −4,37% MRQ |
| Genomsnittlig portföljallokering | 0.1398 % - change of −9,50% MRQ |
| Institutionella aktier (lång) | 23 558 654 (ex 13D/G) - change of 0,19MM shares 0,83% MRQ |
| Institutionellt värde (lång) | $ 1 158 559 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares U.S. Healthcare ETF (US:IYH) har 480 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 23,558,654 aktier. Största aktieägare inkluderar Morgan Stanley, Laurel Wealth Advisors LLC, Bank Of America Corp /de/, LPL Financial LLC, Northwestern Mutual Wealth Management Co, UBS Group AG, Wells Fargo & Company/mn, Royal Bank Of Canada, Raymond James Financial Inc, and Green Harvest Asset Management LLC .
iShares Trust - iShares U.S. Healthcare ETF (ARCA:IYH) 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 10, 2025 is 57,94 / share. Previously, on September 11, 2024, the share price was 65,55 / share. This represents a decline of 11,61% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 19 522 | −18,24 | 1 103 | −24,16 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4 370 | 247 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 20 415 | 0,17 | 1 153 | −7,02 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 236 | 239 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 3 900 | 0,00 | 220 | −7,17 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 785 | −37,41 | 383 | −41,97 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 16 077 | 2,52 | 908 | −4,82 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 5 000 | 0,00 | 282 | −7,24 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11 628 | −2,10 | 657 | −9,27 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 14 163 | 800 | ||||||
| 2025-04-25 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 5 500 | −2,22 | 311 | −9,36 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21 859 | −3,31 | 1 235 | −10,32 | ||||
| 2025-08-06 | 13F | Simmons Bank | 22 042 | −3,16 | 1 245 | −10,18 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 6 546 | 0,00 | 370 | −7,29 | ||||
| 2025-07-28 | 13F | Essex LLC | 34 778 | 12,49 | 1 964 | 4,36 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 355 | −9,39 | 528 | −15,92 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19 680 | 10,64 | 1 112 | 2,59 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 21 336 | 3,10 | 1 205 | −4,37 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 536 | 0,00 | 30 | −6,25 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 6 705 | 0,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 34 353 | −2,21 | 2 106 | 2,93 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 150 | 0,00 | 0 | |||||
| 2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 802 | 0,38 | 45 | −6,25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11 890 | −1,16 | 672 | −8,33 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17 283 | −5,59 | 976 | −12,39 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 5 065 | −1,94 | 286 | −8,92 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 64 944 | −28,85 | 3 692 | −33,56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23 300 | 1 316 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 980 | 26,72 | 338 | 17,42 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 291 | −14,90 | 73 | −21,74 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 500 | 0,00 | 28 | −6,67 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 523 | 30 | ||||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 278 | −5,19 | 72 | −12,20 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 6 185 | −0,80 | 349 | −7,92 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 12 167 | 687 | ||||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 4 310 | 0,00 | 243 | −7,25 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5 738 | −29,90 | 324 | −34,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6 734 | −60,93 | 380 | −63,78 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 250 | −60,94 | 14 | −64,10 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 310 | 0,00 | 18 | −5,56 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 9 768 | 0,00 | 552 | −7,24 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 43 915 | −1,62 | 2 480 | −8,76 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 215 | 0,00 | 125 | −6,72 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 014 | −6,19 | 283 | −12,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 998 | −10,59 | 169 | −17,16 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 46 177 | −22,47 | 2 608 | −28,08 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 8 639 | 1,05 | 488 | −6,35 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 71 790 | −2,06 | 4 055 | −9,16 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 129 292 | 7 873 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36 041 | 9,28 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 173 | 284,60 | 123 | 258,82 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5 475 | 0,07 | 309 | −7,21 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 474 440 | −6,28 | 27 | −13,33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 481 | −0,03 | 197 | −1,51 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 115 | 0,00 | 6 | −14,29 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 75 | 0,00 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10 580 | 0,26 | 598 | −7,01 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 182 | 0,55 | 10 | −9,09 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 705 | 0,00 | 40 | −7,14 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 6 535 | 0,00 | 369 | −7,05 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 12 556 | −16,90 | 709 | −22,93 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 8 845 | −11,64 | 500 | −18,06 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 29 020 | 1 639 | ||||||
| 2025-08-06 | 13F | Climber Capital SA | 26 429 | 0,00 | 1 184 | 10,65 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 593 | 18,62 | 90 | 9,88 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 40 180 | 262,96 | 2 267 | 236,35 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 460 | 0,00 | 308 | −7,23 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 20 324 | −0,40 | 1 148 | −7,65 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 11 042 | 0,17 | 624 | −7,15 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 612 | −1,18 | 204 | −8,11 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 55 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 6 335 | −4,88 | 358 | −11,85 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 10 136 | 0,00 | 572 | −7,29 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 13 762 | −48,02 | 777 | −51,80 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 16 784 | −0,04 | 948 | −7,34 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 3 734 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 225 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 13 314 | −5,14 | 752 | −12,06 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 770 | −1,79 | 43 | −8,51 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 141 | −0,10 | 460 | −7,46 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 63 020 | −18,36 | 4 | −25,00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 458 | −19,93 | 139 | −25,81 | ||||
| 2025-04-16 | 13F | Marshall Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 620 | −30,02 | 91 | −35,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5 565 | 0,02 | 314 | −7,10 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 13 702 | 3,18 | 774 | −4,33 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4 559 | −4,20 | 257 | −11,07 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 17 286 | −0,32 | 976 | −7,58 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 19 925 | −1,47 | 1 125 | −8,61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 311 145 | −0,83 | 17 573 | −8,01 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 147 301 | 1 032,21 | 8 320 | 950,38 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5 735 | 0,12 | 324 | −7,18 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 14 911 | 30,91 | 842 | 21,50 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 21 325 | 0,00 | 1 204 | 0,84 | ||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-04-29 | 13F | Adell Harriman & Carpenter Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4 451 | 35,04 | 251 | 25,50 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 2 475 | 140 | ||||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 4 037 | 0,00 | 228 | −6,94 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 6 081 | −0,69 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 10 321 | 0,00 | 583 | −7,32 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 545 | 0,00 | 31 | −9,09 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 685 | 1 772,22 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 4 898 | 0,10 | 277 | −7,07 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16 620 | −77,83 | 912 | −80,04 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7 221 | 5,14 | 408 | −2,63 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 266 | −53,28 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6 225 | −2,28 | 352 | −9,30 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 86 658 | −13,46 | 4 849 | −20,47 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11 267 | −26,09 | 636 | −31,47 | ||||
| 2025-08-14 | 13F | Perbak Capital Partners LLP | 12 809 | −53,16 | 723 | −56,58 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3 851 | 2,89 | 217 | 0,93 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 335 | 0,00 | 188 | −7,39 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 14 067 | −10,02 | 795 | −16,51 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3 593 | 203 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 281 | 18 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 267 | 0,00 | 15 | −6,25 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 511 | 0,00 | 29 | −9,68 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 5 680 | 67,06 | 323 | 55,56 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 13 341 | −3,90 | 753 | −10,89 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 512 | 0,39 | 29 | −9,68 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 931 | −8,91 | 843 | −15,53 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 027 | 0,15 | 227 | −6,97 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 265 096 | 2,72 | 14 973 | −4,72 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 22 812 | 6,09 | 1 288 | −1,60 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 5 960 | 0,07 | 330 | −2,66 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 965 | −57,62 | 55 | −60,87 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 275 | 0,00 | 16 | −6,25 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 3 978 | 0,40 | 225 | −7,05 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 7 674 | −9,58 | 433 | −16,09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 851 026 | −23,54 | 48 067 | −29,08 | ||||
| 2025-05-09 | 13F | Cascade Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 698 391 | −7,94 | 39 445 | −14,61 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 109 334 | 6,53 | 6 184 | 7,42 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 61 345 | 0,00 | 3 465 | −7,26 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 799 | 0,25 | 45 | −6,25 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 56 149 | −1,12 | 3 171 | −8,27 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 18 208 | −0,38 | 1 028 | −7,55 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 41 748 | 3,41 | 2 358 | −4,11 | ||||
| 2025-08-14 | 13F | Family Management Corp | 750 | 0,00 | 42 | −6,67 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 191 | −97,77 | 67 | −97,94 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 270 | 0,00 | 15 | −6,25 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 4 900 | −25,76 | 277 | −31,17 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28 558 | −3,38 | 1 613 | −10,39 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1 940 | 110 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 947 096 | 6 342,22 | 34 | −98,15 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 470 | 0,43 | 27 | −7,14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 165 639 | −11,47 | 9 355 | −17,88 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 600 | 0,00 | 34 | −8,33 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 4 311 | −7,13 | 243 | −13,83 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6 299 | −12,20 | 356 | −18,58 | ||||
| 2025-04-25 | 13F | Innovative Wealth Building LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 71 928 | 4 063 | ||||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 676 110 | −2,20 | 94 667 | −9,28 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 585 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 300 | 0,00 | 130 | −7,86 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 43 329 | 12,73 | 2 447 | 4,57 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 635 | 0,00 | 36 | −5,41 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4 506 | −2,30 | 254 | −9,29 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4 555 | −0,65 | 257 | −7,89 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 061 | 80,49 | 229 | 67,15 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6 208 | 0,00 | 351 | −7,41 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 6 970 | 75,43 | 394 | 63,07 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 295 071 | −4,79 | 16 666 | −11,69 | ||||
| 2025-08-11 | 13F | Eq Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 000 | 0,00 | 56 | −6,67 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 1 977 | 0,00 | 112 | −7,50 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 49 980 | −62,79 | 3 | −75,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6 685 | 21,88 | 407 | 27,59 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 330 | 0,00 | 19 | −10,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 29 025 | −0,10 | 1 639 | −7,35 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 12 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 20 387 | −17,31 | 1 151 | −23,32 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 29 125 | 0,00 | 1 645 | −7,28 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 129 283 | −22,75 | 63 782 | −28,34 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22 756 | 9,23 | 1 285 | 1,34 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 4 265 | 0,00 | 241 | −7,34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10 229 | 1,45 | 587 | 1,03 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 265 | −23,19 | 16 | −20,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 51 802 | 7,41 | 2 926 | −0,37 | ||||
| 2025-05-14 | 13F | Snowden Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 12 583 | −9,26 | 711 | −15,88 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 60 260 | 3,27 | 3 404 | −4,17 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 5 806 | −6,32 | 328 | −13,26 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 5 690 | 0,00 | 321 | −7,23 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 8 427 | −1,02 | 476 | −8,30 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 15 620 | −2,20 | 882 | −9,26 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 035 | 0,00 | 58 | −7,94 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 48 578 | −5,29 | 2 744 | −12,17 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 | 0,00 | 8 | −11,11 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 7 625 | 0,00 | 431 | −7,33 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 10 385 | 0,00 | 587 | −7,28 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 375 | 0,00 | 21 | −4,55 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 4 243 | 240 | ||||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 1 940 | 0,00 | 110 | −7,63 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4 877 | −5,21 | 275 | −12,14 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 9 414 | 0,00 | 532 | −7,33 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 62 680 | 11,09 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 7 055 | 0,00 | 398 | −7,23 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 172 487 | 725,81 | 9 742 | 666,48 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 15 800 | 0,00 | 892 | −7,28 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5 489 | −1,61 | 310 | −8,55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 671 981 | 0,49 | 94 433 | −6,79 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 6 779 | 0,00 | 383 | −7,28 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5 816 | 0,00 | 329 | −7,34 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16 168 | −16,93 | 913 | −22,95 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 570 | 0,00 | 32 | −5,88 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 700 | 24,77 | 378 | 15,95 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 8 250 | 0,00 | 466 | −7,37 | ||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 55 224 | 1,45 | 3 119 | −5,88 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2 370 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 288 | 0,00 | 16 | −5,88 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21 729 | 39,58 | 1 227 | 29,57 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 6 000 | 339 | ||||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 5 635 | 0,00 | 318 | −7,29 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 2 375 | −2,06 | 134 | −8,84 | ||||
| 2025-08-07 | 13F | Commerce Bank | 22 040 | 0,00 | 1 245 | −7,30 | ||||
| 2025-08-14 | 13F | EHP Funds Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 19 618 | 2,75 | 1 108 | −4,73 | ||||
| 2025-05-16 | 13F | Northeast Financial Consultants Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 381 | 22 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 3 681 | 0,00 | 208 | −7,59 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 7 018 | −31,76 | 396 | −36,74 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 125 | 7 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 5 375 | 0,00 | 304 | −7,34 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 113 133 | −0,03 | 6 390 | −7,27 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 25 | 1 | ||||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 82 399 | −0,48 | 4 654 | −7,70 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 10 000 | 0,00 | 565 | −7,24 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14 613 | −6,42 | 825 | −13,16 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10 633 | −9,02 | 601 | −15,61 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3 650 | 0,00 | 206 | −7,21 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 96 775 | −11,06 | 5 466 | −17,51 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 954 | −7,71 | 901 | −14,35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 54 386 | −5,33 | 3 072 | −12,21 | ||||
| 2025-04-02 | 13F | Park National Corp /oh/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 95 824 | 7,68 | 5 412 | −0,11 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 8 617 | 0,01 | 487 | −7,25 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 846 | 0,27 | 104 | −7,14 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 47 874 | −11,27 | 2 704 | −17,72 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 26 106 | 1 474 | ||||||
| 2025-07-09 | 13F | Finley Financial, LLC | 13 450 | −56,96 | 760 | −58,20 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 29 864 | 4,30 | 1 687 | −3,27 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 5 380 | 0,00 | 304 | −7,34 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 330 | 0,00 | 19 | −10,00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 23 110 | 2,09 | 1 305 | −5,30 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 70 257 | 2,97 | 3 968 | −4,48 | ||||
| 2025-04-21 | 13F | CWA Asset Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 304 | 0,33 | 17 | −5,56 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9 384 | 7,36 | 530 | −0,38 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 019 | −20,04 | 283 | −25,92 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 14 410 | 0,98 | 814 | −6,34 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 953 | 0,00 | 167 | −7,26 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 734 | 98,38 | 41 | 86,36 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 756 | 31,04 | 99 | 22,22 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 12 529 | −25,42 | 708 | −30,82 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 45 116 | 25,61 | 2 548 | 16,51 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 94 276 | −4,53 | 5 325 | −11,46 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 500 | 0,00 | 28 | −6,67 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 10 443 | 13 288,46 | 590 | 14 625,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 660 603 | 4,74 | 37 311 | −2,84 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 915 492 | −12,50 | 51 707 | −18,84 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 3 950 | 13,02 | 223 | −7,08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 421 350 | 12,60 | 23 810 | 4,47 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 748 | −44,01 | 42 | −48,15 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 11 489 | 649 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4 818 | 0,15 | 276 | 1,48 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 130 075 | 2,68 | 7 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 113 091 | −0,97 | 119 347 | −8,14 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 9 111 | 0,00 | 515 | −7,22 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 189 | 144,99 | 575 | 127,27 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 6 105 | 0,00 | 345 | −7,28 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 675 | 0,00 | 38 | −7,32 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 356 391 | 15,65 | 20 129 | 7,27 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 25 904 | 0,64 | 1 463 | −6,64 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 15 463 | −8,22 | 873 | −14,83 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7 887 | 24,81 | 445 | 15,89 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12 004 | −33,53 | 678 | −38,40 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 20 694 | −9,80 | 1 172 | −16,29 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 75 | −76,92 | 4 | −78,95 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 7 110 | −12,33 | 402 | −18,66 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 948 | −25,42 | 618 | −30,80 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 675 | −72,65 | 95 | −74,73 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 436 | 0,14 | 81 | −6,90 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 5 450 | 0,00 | 308 | −7,25 | ||||
| 2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 36 145 | −2,38 | 2 041 | −9,45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 150 191 | −3,15 | 8 483 | −10,17 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5 226 | 0,00 | 295 | −7,23 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 423 | −3,76 | 250 | −10,75 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 129 292 | 7 873 | ||||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 4 419 | 0,00 | 250 | −7,43 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 471 | −16,67 | ||||||
| 2025-08-08 | 13F | Allianz Se | 425 | 0,00 | 24 | −4,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4 674 | −54,57 | 264 | −56,09 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1 625 | 0,00 | 92 | −6,19 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 890 | 0,00 | 50 | −7,41 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 17 606 | 32,32 | 994 | 22,72 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 5 225 | 0,00 | 295 | −7,23 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 260 | −10,64 | 71 | −16,47 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 500 | 0,00 | 28 | −9,68 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 29 020 | 14,64 | 1 639 | 6,36 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 325 | 0,00 | 20 | 5,56 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 26 227 | 4,14 | 1 481 | −3,39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24 519 | −5,95 | 1 385 | −12,79 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 8 946 | −0,58 | 505 | −7,68 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 156 | 0,00 | 235 | −7,51 | ||||
| 2025-08-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 120 389 | −14,70 | 63 280 | −20,88 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 75 075 | −0,84 | 4 240 | −8,01 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 420 | 3,19 | 476 | −4,23 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14 777 | 99,26 | 861 | 90,91 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Prosperity Consulting Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4 216 | 0,00 | 238 | −7,03 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 13 738 | 0,29 | 776 | −7,07 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 000 | 0,00 | 113 | −7,44 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 250 | 0,00 | 14 | −6,67 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 100 | 6 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16 101 | 94,46 | 909 | 82,16 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 17 500 | 5,49 | 988 | −2,18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 14 855 | 2,95 | 839 | −4,44 | ||||
| 2025-05-12 | 13F | Eagle Global Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7 678 | −0,65 | 434 | −7,87 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 15 833 | −0,92 | 894 | −8,12 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 16 668 | −9,77 | 941 | −12,55 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 170 | −50,00 | 10 | −55,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 18 360 | −7,13 | 1 037 | −13,88 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 173 | 0,28 | 179 | −6,77 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moment Partners, LLC | 7 375 | 0,00 | 417 | −7,35 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4 032 | 0,00 | 228 | −7,35 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19 109 | 27,50 | 1 079 | 18,31 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 325 | −18,34 | 131 | −24,28 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 128 | 0,00 | 7 | 0,00 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 5 026 | 0,00 | 284 | −7,52 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 11 127 | 0,28 | 628 | −6,96 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 3 645 | 0,00 | 206 | −7,24 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 255 | 0,00 | 14 | −6,67 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 1 100 | −59,26 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12 559 | 69,92 | 709 | 57,56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 17 348 | 0,05 | 980 | −7,20 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 500 | 0,00 | 28 | −6,67 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3 839 | −30,69 | 211 | −37,69 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 1 020 | 0,29 | 58 | −6,56 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 5 228 | −5,68 | 295 | −12,46 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 5 000 | 0,00 | 274 | −9,87 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8 623 | −29,74 | 487 | −34,81 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4 627 | −8,32 | 261 | −14,98 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 11 674 | 13,34 | 659 | 5,10 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10 747 | −25,30 | 607 | −28,03 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 177 | 10 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 51 | 0,00 | 3 | −33,33 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4 452 | 1,97 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 107 | 0,00 | 6 | 0,00 | ||||
| 2025-08-01 | 13F | Pavion Blue Capital, LLC | 3 550 | −4,49 | 201 | −11,50 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 100 | 0,00 | 6 | −16,67 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 21 509 | −36,37 | 1 215 | −41,01 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 10 190 | 0,00 | 576 | −7,26 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 16 178 | 0,03 | 914 | −7,22 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 60 423 | −5,53 | 3 413 | −12,38 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 9 767 | 0,00 | 552 | −7,24 | ||||
| 2025-08-15 | 13F | Audent Global Asset Management, LLC | 84 290 | 0,23 | 4 761 | −7,03 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8 745 | −0,55 | 494 | −7,85 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 717 | 219,14 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 347 | 0,00 | 20 | −9,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 17 872 | −2,83 | 1 009 | −9,83 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 5 647 | 0,00 | 319 | −7,29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 116 155 | −29,43 | 6 560 | −34,54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 104 891 | 15,59 | 5 892 | 7,54 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 400 018 | 1,68 | 22 593 | −5,68 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 10 778 | −10,84 | 609 | −17,26 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 9 951 | 0,00 | 562 | 0,90 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 250 | 0,00 | 71 | −7,89 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 34 955 | 8,91 | 1 974 | 1,02 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 768 | −6,94 | 213 | −13,82 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14 830 | 4,47 | 838 | −3,12 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 380 | 0,00 | 21 | −8,70 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13 920 | 0,00 | 786 | −7,20 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 300 | 0,00 | 17 | −11,11 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 16 517 | −15,01 | 1 | −100,00 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 1 000 | 0,00 | 61 | 3,45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 106 213 | −4,08 | 5 999 | −11,04 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 3 600 | 0,00 | 203 | −7,31 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 485 | 310 | ||||||
| 2025-08-07 | 13F | Pcg Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4 638 | 262 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4 921 | −1,56 | 277 | −9,21 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11 650 | −7,55 | 658 | −14,34 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7 835 | 0,00 | 443 | −7,34 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 500 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | SP Asset Management LLC | 102 845 | 0,09 | 5 809 | −7,16 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 4 540 | 0,00 | 256 | −7,25 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10 658 | 19,77 | 602 | 22,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 096 | −46,03 | 288 | −47,82 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 10 031 | −7,14 | 567 | −13,85 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 5 455 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 39 374 | 247,61 | 2 224 | 222,64 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 8 471 | −63,63 | 478 | −66,29 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 4 193 | −0,40 | 237 | −7,81 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 124 250 | 488,28 | 7 018 | 445,65 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 20 910 | 32,85 | 1 181 | 23,17 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 13 000 | 0,00 | 734 | −7,21 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 4 000 | 0,00 | 226 | −7,41 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 4 169 | −26,46 | 235 | −31,88 | ||||
| 2025-08-14 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 7 230 | 0,00 | 409 | −7,27 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 9 649 | −95,15 | 545 | −95,51 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 6 250 | −23,22 | 353 | −28,69 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 3 055 | 0,00 | 173 | −7,53 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 6 619 | 0,00 | 367 | −1,34 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 111 | 0,00 | 289 | −7,10 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6 131 | −0,21 | 346 | −7,49 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5 372 | −1,20 | 303 | −8,46 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 74 817 | 24,52 | 4 226 | 15,50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23 679 | −2,63 | 1 337 | −9,66 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 185 | 0,00 | 10 | −9,09 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 13 735 | −0,92 | 776 | −8,18 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 6 915 | 0,07 | 391 | −7,14 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 3 725 | 0,00 | 210 | −7,08 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 22 728 | −29,19 | 1 284 | −34,34 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 29 449 | −7,54 | 1 663 | −14,23 | ||||
| 2025-05-01 | 13F | TFR Capital, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 6 366 | 0,00 | 360 | −7,24 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 10 747 | −0,49 | 607 | −7,76 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 3 750 | 0,00 | 212 | −7,46 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 265 | 60,61 | 15 | 40,00 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 124 531 | −1,35 | 7 | 0,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 5 505 | 6,89 | 311 | −0,96 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 18 179 | −1,26 | 1 027 | −8,47 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 54 548 | −0,15 | 3 081 | −7,40 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 39 878 | 2 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 4 028 | −3,36 | 228 | −10,28 | ||||
| 2025-05-05 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 70 203 | −7,01 | 4 | −25,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 400 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 220 | 0,00 | 12 | −7,69 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 400 | 0,00 | 23 | −8,33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3 490 | −18,04 | 197 | −23,94 | ||||
| 2025-08-14 | 13F | Pingora Partners LLC | 4 920 | 189,41 | 278 | 168,93 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 675 718 | −29,36 | 38 165 | −34,47 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 24 750 | 0,00 | 1 398 | −7,30 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 5 076 | 287 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 26 013 | 311,60 | 1 469 | 282,55 | ||||
| 2025-05-02 | 13F | Hardy Reed LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 14 030 | −7,15 | 854 | −2,95 | ||||
| 2025-05-15 | 13F | RMB Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 250 | 14 | ||||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 3 940 | 0,00 | 223 | −7,08 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 039 | 0,00 | 59 | −7,94 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 299 | 0,00 | 17 | −11,11 | ||||
| 2025-08-05 | 13F | Allstate Corp | 9 050 | 511 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 23 610 | −3,11 | 1 352 | −7,21 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 29 785 | 0,00 | 1 682 | −7,23 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 52 382 | 9,81 | 2 959 | 1,86 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 4 000 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5 851 | −31,54 | 330 | −36,54 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 115 | 0,00 | 6 | −14,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 249 | −12,80 | 127 | −17,53 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 805 | 0,00 | 45 | −2,17 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 10 115 | 0,00 | 571 | −7,15 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 6 799 | 6,67 | 384 | 3,50 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 11 190 | −1,69 | 632 | −8,80 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 9 275 | 10,55 | 524 | 2,55 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 960 | 108,70 | 54 | 92,86 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 3 750 | 0,00 | 212 | −7,46 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 305 | 0,00 | 17 | −5,56 | ||||
| 2025-04-08 | 13F | Welch Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 21 445 | −16,83 | 1 211 | −22,87 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 6 724 | 380 | ||||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 10 060 | 0,00 | 568 | −7,19 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 750 | 0,00 | 42 | −6,67 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 250 | 0,00 | 14 | −6,67 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 8 501 | −7,48 | 480 | −14,13 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 13 301 | 50,98 | 751 | 40,11 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 12 135 | −4,07 | 685 | −11,04 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5 963 | 337 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 5 106 | 5,19 | 288 | −2,37 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 141 | −74,82 | 8 | −79,41 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 846 | −26,59 | 838 | −31,93 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 716 | −70,98 | 605 | −73,22 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 4 147 | 0,00 | 234 | −7,14 | ||||
| 2025-05-14 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 5 579 | 0 | ||||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 44 442 | −4,86 | 2 510 | −11,74 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 4 000 | 0,00 | 226 | −7,41 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 10 055 | 0,00 | 568 | −7,35 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 5 | 400,00 | 0 | |||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 4 928 | −1,99 | 278 | −9,15 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 9 661 | 0,01 | 546 | −7,31 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 000 | 56 | ||||||
| 2025-05-12 | 13F | Summit Financial Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 825 | 18,89 | 103 | 15,73 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 3 641 | −20,52 | 206 | −26,26 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 117 733 | 51,07 | 6 650 | 40,13 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 34 584 | 12,84 | 1 953 | 4,66 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 43 545 | −1,22 | 2 459 | −8,38 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 648 | −36,16 | 37 | −40,98 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 13 261 | 0,00 | 749 | −7,31 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 18 450 | 17,61 | 1 042 | 9,11 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 9 997 | −4,42 | 565 | −11,32 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 500 | 28 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 100 | 0,00 | 6 | −16,67 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 77 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 13 518 | −11,35 | 763 | −17,78 |
