Grundläggande statistik
| Institutionella ägare | 318 total, 317 long only, 0 short only, 1 long/short - change of 3,57% MRQ |
| Genomsnittlig portföljallokering | 0.1462 % - change of 1,79% MRQ |
| Institutionella aktier (lång) | 7 863 094 (ex 13D/G) - change of 1,08MM shares 15,91% MRQ |
| Institutionellt värde (lång) | $ 807 254 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares U.S. Industrials ETF (US:IYJ) har 318 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 7,863,094 aktier. Största aktieägare inkluderar Laurel Wealth Advisors LLC, Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, Green Harvest Asset Management LLC, LPL Financial LLC, UBS Group AG, Mml Investors Services, Llc, Royal Bank Of Canada, and Raymond James Financial Inc .
iShares Trust - iShares U.S. Industrials ETF (BATS:IYJ) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 19, 2025 is 145,41 / share. Previously, on September 20, 2024, the share price was 132,25 / share. This represents an increase of 9,95% 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.
AI+ Ask Fintel’s AI assistant about iShares Trust - iShares U.S. Industrials ETF.
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2 118 | 301 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 2 630 | 17,36 | 374 | 28,52 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 605 | −8,76 | 940 | −0,32 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 255 | 0,00 | 36 | 12,50 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 4 002 | 0,35 | 570 | 9,63 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 45 148 | 28,63 | 6 425 | 40,62 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11 262 | 26,91 | 1 603 | 38,70 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 18 351 | −2,22 | 2 612 | 6,88 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 186 | 0,00 | 26 | 8,33 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 2 965 | 0,07 | 422 | 9,35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 55 | 0,00 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5 811 | 5,12 | 827 | 15,02 | ||||
| 2025-04-25 | 13F | Wealthstar Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 1 891 | 0,00 | 269 | 9,35 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 235 | 0,00 | 33 | 10,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 886 | −2,85 | 126 | 6,78 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Gsa Capital Partners Llp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 1 635 | 233 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 953 | −17,91 | 278 | −10,36 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5 328 | 758 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 837 454 | 0,11 | 119 178 | 9,44 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 17 | 2 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1 581 | 225 | ||||||
| 2025-08-06 | 13F | Simmons Bank | 7 276 | 0,00 | 1 035 | 9,29 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 1 570 | 0,00 | 223 | 9,31 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 418 | 0,00 | 486 | 9,46 | ||||
| 2025-05-14 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2 411 | 5,61 | 343 | 15,49 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5 540 | −0,47 | 788 | 8,84 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 33 877 | −0,41 | 4 410 | −2,88 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24 094 | −26,82 | 3 429 | −20,02 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 200 | 0,00 | 28 | 7,69 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12 001 | 9,88 | 1 708 | 20,13 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 114 | 16 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 13 118 | 1 867 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 220 413 | 45,76 | 31 | 63,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 437 402 | −3,95 | 62 247 | 5,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 97 883 | 6,11 | 13 931 | 16,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42 302 | 6,08 | 6 | 20,00 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 4 283 | 610 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15 515 | −0,71 | 2 208 | 7,71 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 318 | −4,17 | 615 | 4,78 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 65 006 | −4,54 | 9 251 | 4,34 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13 776 | 9,87 | 1 960 | 20,10 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 4 925 | 2,93 | 701 | 12,54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 500 | 0,00 | 925 | 9,34 | ||||
| 2025-04-04 | 13F | Three Seasons Wealth, LLC | 3 230 | −8,42 | 432 | 2,38 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 2 387 | 9,55 | 340 | 19,79 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 3 321 | 0,00 | 478 | 10,65 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1 751 | 0,23 | 249 | 9,69 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9 218 | 0,61 | 1 312 | 9,98 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 513 | −7,31 | 500 | 1,22 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 298 | 0,00 | 612 | 9,30 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 580 | 0,17 | 83 | 9,33 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 25 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4 339 | 5,98 | 617 | 15,98 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 1 534 | 218 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 108 | 15 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 4 374 | −9,83 | 622 | −1,43 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 2 986 | 2,93 | 425 | 12,47 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 407 | 0,14 | 200 | 9,89 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 3 747 | 533 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 2 081 | 1,81 | 296 | 11,28 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | 0,00 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3 979 | −11,40 | 566 | −3,08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 608 | 378 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1 814 | 0,39 | 258 | 9,79 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 2 660 | 0,08 | 379 | 9,25 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1 460 | 0,00 | 208 | 8,95 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 769 | 58,59 | 394 | 73,57 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 408 | −0,73 | 58 | 9,43 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 1 000 | 0,00 | 142 | 9,23 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 255 | 2,28 | ||||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 30 982 | 0,85 | 4 409 | 10,25 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 442 | −34,34 | 205 | −28,07 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 43 | 0,00 | 6 | 20,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 2 550 | −95,10 | 363 | −94,66 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 2 800 | −81,33 | 398 | −79,61 | |||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 70 924 | 26,33 | 10 093 | 38,11 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 53 254 | −6,56 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 60 084 | 1,67 | 8 551 | 11,14 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 11 926 | −1,58 | 1 697 | 7,61 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 39 178 | −9,07 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2 045 | −3,08 | 291 | 6,20 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9 211 | 17,25 | 1 311 | 28,18 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3 665 | −9,93 | 522 | −1,51 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7 580 | −6,19 | 1 079 | 2,57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 225 | −8,36 | 317 | 0,00 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 41 159 | 11,96 | 5 857 | 19,34 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 5 262 | −5,39 | 749 | 3,31 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 271 226 | −1,17 | 38 598 | 8,04 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 242 | −15,07 | 746 | −4,60 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 1 646 | 0,00 | 234 | 9,35 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 262 | −79,04 | 907 | −76,70 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 11 926 | 1 697 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2 965 | 0,00 | 422 | 9,35 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 54 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 1 618 | 0,00 | 230 | 9,52 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 24 208 | 22,36 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 166 | 0,00 | 735 | 9,38 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 13 461 | 1 752 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 249 | 2,47 | 35 | 12,90 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3 053 | 0,00 | 434 | 9,32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 930 | 1,84 | 417 | 11,23 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 1 000 | 0,00 | 142 | 9,23 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 488 | 0,21 | 69 | 9,52 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 43 743 | 0,35 | 6 225 | 9,71 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 2 456 | 0,04 | 349 | 9,40 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1 561 | −54,66 | 222 | −50,45 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 4 132 | 588 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 100 | 0,00 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 17 113 | 5,77 | 2 435 | 15,62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 081 | 1,96 | 296 | 11,70 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5 815 | 47,89 | 828 | 61,84 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 64 | 0,00 | 9 | 12,50 | ||||
| 2025-04-30 | 13F | Optimum Investment Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 813 | 0,00 | 116 | 9,52 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4 097 | −4,21 | 583 | 4,86 | ||||
| 2025-08-14 | 13F | Fmr Llc | 25 596 | −3,34 | 3 643 | 5,66 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 11 969 | 0,19 | 1 703 | 9,52 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 434 | 76,38 | 204 | 94,29 | ||||
| 2025-08-08 | 13F | Allianz Se | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 117 | 0,00 | 17 | 6,67 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 642 | 0,16 | 84 | −2,35 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4 396 | −6,17 | 633 | 9,91 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 57 701 | 3,31 | 8 211 | 12,94 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 700 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1 623 | 231 | ||||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 610 | −9,50 | 87 | −1,15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9 797 | −1,95 | 1 394 | 7,23 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 6 713 | 0,00 | 1 | |||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 342 | 0,29 | 49 | 9,09 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 1 837 | −3,57 | 261 | 5,67 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 880 | −21,43 | 125 | −13,79 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 20 000 | 0,00 | 2 846 | 9,34 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 367 | −5,90 | 52 | 4,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 77 904 | −52,99 | 11 087 | −48,62 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 7 055 | −6,79 | 1 004 | 1,83 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7 232 | 0,07 | 1 029 | 9,47 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 60 | 0,00 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 30 564 | −10,23 | 4 350 | −1,87 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 269 | 0,00 | 38 | 8,57 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1 654 | 235 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 10 370 | 0,00 | 1 476 | 9,34 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2 470 | 50,24 | 352 | 64,02 | ||||
| 2025-05-06 | 13F | Navellier & Associates Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 4 656 | 0,00 | 663 | 9,24 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 70 | 0,00 | 10 | 0,00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 684 | 0,11 | 382 | 9,17 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 204 | −5,35 | 171 | 3,64 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 042 | 0,37 | 807 | 2,94 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 16 875 | −0,53 | 2 401 | 8,74 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 100 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5 265 | −32,23 | 749 | −25,91 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 716 | 5,60 | 386 | 15,57 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 1 629 | 0,00 | 232 | 8,96 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 201 | −16,25 | 29 | −9,68 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 329 | 0,30 | 47 | 9,52 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 61 | 306,67 | 9 | 700,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 25 | 0,00 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 37 583 | 4,18 | 5 320 | 14,22 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 4 152 | −6,84 | 591 | 1,72 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 258 | 2,38 | 37 | 12,50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 591 | 5,81 | 1 365 | 15,69 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 4 290 | −30,53 | 610 | −24,03 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 7 395 | −10,96 | 1 052 | −2,68 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 799 | 0,00 | 114 | 8,65 | ||||
| 2025-05-15 | 13F | Edmond De Rothschild Holding S.a. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 34 517 | 0,97 | 4 912 | 10,38 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 398 | 341 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20 000 | 38,16 | 2 846 | 51,06 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 409 | 2,08 | 343 | 11,40 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 680 | −15,15 | 239 | −7,75 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 9 066 | 4,05 | 1 313 | 16,40 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4 727 | −0,15 | 673 | 9,09 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Davis Capital Management | 821 | −29,71 | 107 | −31,61 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 24 | 3 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 1 921 | 0,00 | 273 | 9,20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39 501 | 61,60 | 5 621 | 76,71 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 894 | −3,86 | 270 | 5,08 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 220 | 0 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7 363 | 0,75 | 1 048 | 10,09 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 1 695 | 0,18 | 241 | 9,55 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 776 | −15,60 | 680 | −7,74 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 5 394 | 0,00 | 768 | 9,26 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 2 000 | 0,00 | 285 | 9,23 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 209 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | KKM Financial LLC | 17 493 | −9,42 | 2 489 | −0,99 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 113 | 1 011,30 | 1 582 | 1 116,15 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 850 | 0,00 | 121 | 9,09 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1 723 | 245 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 184 | 4,05 | 311 | 28,63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 173 581 | 1,24 | 24 702 | 10,68 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1 410 | 201 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 193 871 | −13,41 | 27 590 | −5,34 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 22 174 | 111,20 | 3 156 | 125,20 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 1 838 | 262 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 9 200 | −9,80 | 1 309 | −1,36 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 35 373 | −37,68 | 5 034 | −31,88 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 50 357 | 7 166 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 217 | 31 | ||||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 2 021 | 3,06 | 288 | 12,55 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 3 210 | 0,00 | 457 | 9,35 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 1 407 | −26,34 | 200 | −19,35 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 7 484 | 1 065 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 764 644 | 14 556,51 | 12 | −99,23 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 10 191 | −5,46 | 1 450 | 3,35 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 144 | 0,56 | 305 | 10,11 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 65 995 | −0,16 | 9 392 | 9,15 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 108 | 0,00 | 15 | 7,14 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 4 294 | −0,69 | 611 | 8,72 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 230 | 0,00 | 33 | 10,34 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 174 | 0,00 | 25 | 9,09 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 11 716 | 9,70 | 1 667 | 19,93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 012 | −38,36 | 571 | −34,33 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 216 | −49,77 | 31 | −45,45 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 25 155 | −4,24 | 3 580 | 4,68 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 616 493 | −11,21 | 87 733 | −2,94 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 2 237 | 1,08 | 318 | 10,42 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 15 600 | 0,00 | 2 220 | 9,36 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 8 853 | −6,76 | 1 260 | 1,86 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 381 | 0,26 | 54 | 10,20 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5 614 | 13,69 | 799 | 24,30 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 2 498 | 0,00 | 355 | 9,23 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 3 600 | 0,00 | 512 | 9,40 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 674 | 0,15 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 460 | 65 | ||||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 24 468 | 0,00 | 3 482 | 9,32 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 031 | 0,00 | 147 | 8,96 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 16 | −71,93 | 2 | −71,43 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 2 149 | 0,00 | 306 | 9,32 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1 526 | −53,09 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9 265 | 172,42 | 1 320 | 198,42 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 181 | 0,00 | 26 | 13,64 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 16 673 | −27,62 | 2 373 | −20,88 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9 750 | 7,85 | 1 388 | 17,94 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 20 058 | 2 854 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 85 | 0,00 | 12 | 9,09 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 643 | 92 | ||||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 12 777 | 0,00 | 1 818 | 9,32 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 2 810 | 0,00 | 400 | 9,32 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 7 368 | 0,00 | 1 049 | 9,28 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 200 | 0,00 | 28 | 7,69 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2 002 | 19,17 | 285 | 30,28 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Spence Asset Management | 8 212 | 1 | ||||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 19 261 | −0,38 | 2 741 | 8,94 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 700 | 75,00 | 91 | 71,70 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 341 286 | 40,52 | 48 568 | 53,61 | ||||
| 2025-08-08 | 13F | Creative Planning | 19 019 | 0,01 | 2 707 | 9,33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 38 440 | 79,06 | 5 470 | 95,78 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 18 059 | 372,13 | 2 622 | 426,31 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 500 | 0,00 | 213 | 9,23 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 600 | 85 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 877 | 596,03 | 125 | 675,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 43 760 | 127,32 | 6 227 | 148,58 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 20 479 | 14,09 | 2 914 | 24,74 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3 055 | −68,49 | 435 | −65,58 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 12 | 2 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 2 000 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 132 637 | 21,87 | 19 204 | 41,49 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 396 | 6,35 | 341 | 16,04 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1 800 | 0,00 | 256 | 9,40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 713 | 47,62 | 101 | 60,32 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 54 | −1,82 | 8 | 0,00 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 9 153 | −25,66 | 1 303 | −18,73 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 525 | −7,35 | 644 | 1,26 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 160 | 0,00 | 23 | 10,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 409 | −6,41 | 58 | 3,57 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 100 | 0,00 | 14 | 7,69 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 2 875 | −97,03 | 409 | −96,76 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 1 963 | 0,00 | 279 | 9,41 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 719 | 27,62 | 245 | 39,43 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 10 534 | 62,16 | 1 499 | 77,40 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 1 490 | 212 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 5 054 | 0,00 | 719 | 9,44 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 5 328 | 764 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 642 | 0,06 | 234 | 9,39 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 220 | 0,00 | 31 | 10,71 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 8 823 | −1,93 | 1 256 | 7,17 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 969 | −2,09 | 707 | 7,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 313 437 | 5,57 | 44 605 | 15,41 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 30 | 0,00 | 4 | 33,33 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 80 | 0,00 | 11 | 10,00 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 3 200 | 0,00 | 455 | 9,38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47 871 | 2,04 | 6 812 | 11,54 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 2 282 | 0,22 | 325 | 9,46 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 684 | 0,06 | 667 | 9,36 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2 899 | −0,45 | 413 | 8,71 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 000 | 0,00 | 285 | 9,23 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 3 518 | 0,20 | 501 | 9,41 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 1 711 | −7,96 | 243 | 0,41 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 2 200 | 0,00 | 313 | 9,44 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 23 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 601 | 21,21 | 1 224 | 32,61 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 2 050 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 11 974 | −1,04 | 1 704 | 8,19 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 220 | 0,00 | 31 | 10,71 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1 642 | 0,00 | 234 | 9,39 | ||||
| 2025-07-23 | 13F | Magnolia Capital Management Ltd | 22 010 | 0,00 | 3 | 50,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 962 | 92,09 | 422 | 110,50 | ||||
| 2025-07-28 | 13F | Essex LLC | 11 582 | 19,90 | 1 648 | 31,11 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 696 | −0,65 | 526 | 8,68 | ||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 2 008 | −51,38 | 289 | −46,37 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11 780 | −10,62 | 1 676 | −2,27 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 6 187 | 4,69 | 880 | 14,43 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 3 498 | 0,00 | 498 | 9,23 | ||||
| 2025-08-07 | 13F | Commerce Bank | 2 569 | −3,20 | 366 | 5,80 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 2 510 | 0,00 | 357 | 9,51 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 1 340 | 0,00 | 191 | 9,20 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 37 718 | 81,81 | 5 368 | 98,78 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2 883 | −2,17 | 410 | 7,05 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 11 729 | −1,59 | 1 669 | 7,61 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30 854 | 438,18 | 4 391 | 488,47 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 144 | −98,18 | 20 | −98,06 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 821 | 12,53 | 863 | 31,60 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 38 | 5 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 284 | 113,29 | 183 | 127,50 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8 750 | −15,00 | 1 245 | −7,09 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 3 914 | −6,27 | 557 | 2,58 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 2 135 | 0,00 | 304 | 9,39 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1 800 | 256 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 372 | 6,00 | 480 | 15,70 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1 700 | 0,00 | 242 | 9,05 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2 913 | 0,00 | 415 | 9,23 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 33 769 | −13,00 | 4 806 | −4,89 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 677 | 36,58 | 381 | 50,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 842 | 0,00 | 120 | 9,17 |
