Grundläggande statistik
| Institutionella ägare | 362 total, 362 long only, 0 short only, 0 long/short - change of 8,98% MRQ |
| Genomsnittlig portföljallokering | 0.5329 % - change of −2,06% MRQ |
| Institutionella aktier (lång) | 52 047 931 (ex 13D/G) - change of 9,78MM shares 23,14% MRQ |
| Institutionellt värde (lång) | $ 2 482 548 USD ($1000) |
Institutionellt ägande och aktieägare
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF (US:JMUB) har 362 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 52,047,931 aktier. Största aktieägare inkluderar LPL Financial LLC, Meeder Advisory Services, Inc., Northwestern Mutual Wealth Management Co, Wealth Enhancement Advisory Services, Llc, Raymond James Financial Inc, Ameriprise Financial Inc, Cetera Investment Advisers, Bailard, Inc., Bank Of America Corp /de/, and BKD Wealth Advisors, LLC .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF (BATS:JMUB) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 17, 2025 is 50,58 / share. Previously, on September 18, 2024, the share price was 51,20 / share. This represents a decline of 1,21% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 12 100 | 601 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 23 015 | 12,19 | 1 142 | 11,41 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Vicus Capital | 81 108 | 19,59 | 4 026 | 18,73 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16 634 | 9,42 | 826 | 8,55 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 421 065 | 7,26 | 20 902 | 6,49 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7 426 | 81,97 | 369 | 80,39 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 193 | 10 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1 060 998 | 13,38 | 52 668 | 12,56 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 552 609 | 9,08 | 27 432 | 8,29 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 5 247 | 0,90 | 260 | 0,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 25 157 | 24,87 | 1 249 | 23,93 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 61 391 | 65,98 | 3 031 | 63,93 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 18 805 | 11,14 | 933 | 10,28 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 187 755 | 27,34 | 9 320 | 26,42 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 125 591 | 6 234 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 45 155 | 2 233 | ||||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 11 832 | 0,42 | 587 | −0,34 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 65 502 | 74,56 | 3 252 | 73,29 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 112 501 | 68,91 | 5 585 | 67,69 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Washington Trust Bank | 146 599 | 924,52 | 7 277 | 917,76 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 8 506 | −7,10 | 422 | −7,66 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 16 072 | −20,99 | 798 | −21,63 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 32 472 | −0,26 | 1 612 | −0,98 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 57 485 | 265,08 | 2 854 | 262,52 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 21 035 | 24,06 | 1 044 | 23,26 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 60 638 | 28,86 | 3 010 | 27,98 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 315 774 | −5,28 | 15 789 | −5,57 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 38 824 | 49,38 | 1 927 | 48,34 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 97 953 | 0,42 | 4 862 | −0,31 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 11 703 | −37,31 | 581 | −37,83 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 977 | 0 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 31 541 | −12,95 | 1 566 | −13,58 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 131 | 29,93 | 553 | 28,97 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8 707 | 2,45 | 432 | 1,89 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 29 400 | −73,63 | 1 459 | −73,82 | ||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 628 | 230 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 79 066 | 44,72 | 3 925 | 43,26 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 32 959 | −1,66 | 1 636 | −2,33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 81 398 | −8,64 | 4 041 | −9,30 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 43 210 | 1,66 | 2 145 | 0,89 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 8 300 | 412 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 622 | 229 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 86 452 | 9,47 | 4 291 | 8,69 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 71 600 | 3,20 | 3 554 | 2,45 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 4 578 | 0,00 | 227 | −0,44 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6 749 | 5,31 | 335 | 4,69 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 117 149 | 2,81 | 5 815 | 2,07 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 600 828 | 1,26 | 30 | 0,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 19 822 | 4,42 | 978 | 2,95 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56 537 | 484,42 | 3 | |||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 4 005 | −11,10 | 199 | −12,00 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 13 453 | 0,92 | 668 | 0,15 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 8 612 | −2,30 | 428 | −2,95 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 730 372 | 69,08 | 36 258 | 67,87 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 14 129 | −10,98 | 701 | −11,60 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 28 385 | 12,05 | 1 409 | 11,30 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 202 077 | −0,43 | 10 031 | −1,14 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 68 391 | −2,91 | 3 395 | −3,63 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 32 623 | 1 619 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 770 | −3,08 | 187 | −3,61 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 90 469 | 30,98 | 4 491 | 30,03 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 47 075 | 0,00 | 2 337 | −0,72 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 648 640 | 32 432 | ||||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 1 797 | 0,90 | 89 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 598 | 0,00 | 179 | −0,56 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 126 495 | −0,22 | 6 279 | −0,93 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 19 529 | −5,31 | 969 | −6,01 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 470 403 | −2,89 | 23 | −4,17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 38 503 | −2,17 | 1 911 | −2,85 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 572 480 | −0,13 | 28 418 | −0,85 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 919 | 0,00 | 145 | 0,70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6 428 | −47,85 | 319 | −48,21 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 22 699 | 2,03 | 1 127 | 1,26 | ||||
| 2025-05-02 | 13F | Evergreen Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 802 131 | 47,68 | 39 818 | 46,61 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 434 242 | 4,97 | 22 | 5,00 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 4 757 | 236 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7 750 | −23,68 | 385 | −24,26 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 90 182 | 8,67 | 4 477 | 7,88 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 183 264 | 6,35 | 9 097 | 5,59 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 311 415 | 21,89 | 15 459 | 21,01 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 19 193 | 953 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 74 850 | 49,57 | 3 697 | 47,76 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 9 507 | 472 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 39 674 | 1 969 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 94 272 | 6,86 | 4 680 | 6,10 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 47 849 | 107,57 | 2 | 100,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 44 757 | 2 222 | ||||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Planning Directions Inc | 19 664 | 0,90 | 976 | 0,21 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8 270 | −19,32 | 411 | −19,92 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 188 027 | −12,92 | 9 334 | −13,55 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 38 620 | 2,37 | 1 917 | 1,64 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 12 105 | 0,00 | 1 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2 750 | 0,00 | 137 | −0,73 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 362 | 0,00 | 18 | −5,56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 260 | −10,13 | 63 | −11,43 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 16 896 | 14,10 | 839 | 13,24 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 365 641 | 96,63 | 18 150 | 95,22 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5 920 | 294 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 334 155 | −4,11 | 16 587 | −4,80 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 51 389 | −7,41 | 2 551 | −8,11 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 9 000 | 12,50 | 447 | 11,50 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 31 036 | 1 541 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 105 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 382 007 | 8,30 | 118 243 | 7,52 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 116 887 | −11,56 | 5 802 | −12,20 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 124 825 | 3,63 | 6 196 | 2,89 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 268 757 | 168,23 | 13 341 | 166,29 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 2 473 | 0,00 | 123 | −0,81 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 037 | 200 | ||||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 31 373 | 1 557 | ||||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 34 634 | 52,69 | 1 719 | 51,59 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 572 546 | 120,94 | 28 421 | 119,35 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 78 922 | −10,90 | 3 918 | −11,54 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 296 594 | −23,26 | 14 723 | −23,82 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 292 761 | 2,53 | 14 533 | 1,79 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 8 410 | 4,41 | 417 | 3,73 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 6 577 | −26,73 | 326 | −27,23 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7 220 | 13,20 | 358 | 12,58 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 390 | 19 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 2 726 103 | 7,68 | 135 324 | 6,90 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 40 248 | −4,30 | 1 998 | −5,00 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 21 398 | 32,23 | 1 062 | 31,27 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 4 042 | 201 | ||||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 146 102 | −18,68 | 7 253 | −19,27 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 14 495 | 29,87 | 716 | 30,71 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 17 183 | 255,09 | 853 | 253,53 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 58 200 | 1,38 | 2 882 | 2,34 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 29 560 | 172,14 | 1 467 | 170,17 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 695 217 | 489,22 | 34 511 | 485,01 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 308 920 | −1,47 | 15 335 | −2,19 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 36 068 | 360,76 | 1 790 | 357,80 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 56 679 | 296,36 | 2 814 | 293,43 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 301 193 | 14 951 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 47 971 | 2 376 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 2 010 | 6,35 | 100 | 5,32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 343 673 | 18,78 | 66 700 | 17,92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17 168 | 0,00 | 852 | −0,70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 129 788 | −24,10 | 6 443 | −24,65 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 73 671 | 136,88 | 3 657 | 135,18 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 60 886 | −6,59 | 3 022 | −7,27 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10 986 | −13,96 | 545 | −14,58 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 2 969 | 147 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 059 | 0,86 | 0 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 63 111 | 110,64 | 3 | 200,00 | ||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29 755 | −33,84 | 1 477 | −34,30 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 65 045 | 1 219,37 | 3 229 | 1 212,20 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 28 136 | 363,37 | 1 397 | 360,73 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 74 579 | 348,03 | 3 702 | 344,95 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 119 990 | −11,57 | 5 956 | −12,21 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 68 067 | −7,84 | 3 379 | −8,50 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 250 195 | −12,27 | 12 420 | −12,90 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 68 652 | 5,13 | 3 408 | 2,78 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 31 373 | −7,57 | 1 557 | −8,25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 838 215 | −2,81 | 41 609 | −3,51 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 15 436 | −15,92 | 766 | −16,47 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 741 | −4,26 | 335 | −5,11 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 79 795 | −19,50 | 3 961 | −20,08 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 93 931 | 4 663 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 100 576 | 16,67 | 4 993 | 15,82 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 6 000 | 0,00 | 298 | −1,00 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 50 | 2 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 31 740 | −8,11 | 1 576 | −8,80 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 13 524 | −2,96 | 1 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 76 314 | 71,14 | 3 766 | 68,88 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 816 | 338 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 897 843 | 2 438,29 | 44 569 | 2 420,81 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 4 850 | 0,89 | 241 | 0,00 | ||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 20 000 | 993 | ||||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 68 938 | 1,26 | 3 422 | 1,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 027 582 | 6,31 | 150 289 | 5,54 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6 165 | −53,85 | 306 | −54,19 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 791 | −82,01 | 89 | −82,29 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 740 | 698,17 | 86 | 760,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10 300 | 0,00 | 511 | −0,78 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15 579 | −8,66 | 773 | −9,27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 763 230 | 16,04 | 87 527 | 15,21 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 127 | 0,00 | 6 | 0,00 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 16 647 | 7,77 | 826 | 6,99 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 686 | 28 330,00 | 282 | 28 100,00 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 126 451 | 4,40 | 6 277 | 3,65 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4 677 | 0,00 | 230 | −0,87 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 60 442 | −5,98 | 3 000 | −6,66 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 910 262 | 53,15 | 45 185 | 52,05 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 284 980 | 24,84 | 14 146 | 23,95 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 6 905 | 2,24 | 343 | 1,48 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 2 300 | 0,00 | 114 | −0,87 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 38 051 | −7,87 | 1 889 | −8,57 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 98 229 | −4,07 | 4 876 | −4,75 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 36 708 | 21,24 | 1 822 | 20,42 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 351 646 | 11,61 | 17 456 | 10,80 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 59 293 | 1,14 | 2 917 | 0,80 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 19 482 | 10,49 | 967 | 9,76 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 355 | 464 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 122 549 | 327,27 | 6 083 | 324,20 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 7 481 | 0,00 | 371 | −0,80 | ||||
| 2025-08-08 | 13F | Creative Planning | 9 859 | 489 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 5 269 | 0,00 | 262 | −0,76 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 142 500 | 87,35 | 7 074 | 85,98 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 75 307 | 3 738 | ||||||
| 2025-04-24 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 428 | −52,69 | 269 | −53,05 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 112 941 | 5 571 | ||||||
| 2025-07-15 | 13F | McCarthy & Cox | 14 330 | 7,64 | 711 | 6,92 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 53 887 | −4,88 | 2 675 | −5,58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 101 672 | 152,35 | 54 687 | 150,53 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 581 | 0,00 | 128 | −0,78 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 97 178 | 368,40 | 4 824 | 365,09 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 739 | 188,67 | 37 | 200,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 22 321 | 53,10 | 1 108 | 52,20 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 259 | 10,72 | 261 | 10,13 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 37 159 | 15,06 | 1 845 | 14,25 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 20 711 | 53,68 | 1 026 | 52,30 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 44 986 | 129,74 | 2 233 | 128,09 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 120 434 | 30,30 | 5 978 | 29,37 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 52 345 | 0,73 | 2 598 | 0,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 20 990 | −0,17 | 1 042 | −0,95 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 149 | 206 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 4 805 | 0,00 | 240 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 32 421 | 5,33 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 13 237 | 50,56 | 657 | 49,66 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 48 645 | −1,38 | 2 415 | −2,11 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 292 528 | 14 521 | ||||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 89 830 | 1 667,26 | 4 459 | 1 655,51 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 34 750 | 1 725 | ||||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 66 196 | −28,92 | 3 286 | −29,45 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 249 | −29,86 | 161 | −30,30 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 15 976 | 793 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 30 875 | 12,47 | 1 533 | 11,66 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 409 171 | −1,52 | 20 311 | −2,23 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 14 047 | 0,00 | 697 | −0,71 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 101 012 | 1,14 | 5 014 | 0,42 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 13 873 | −5,21 | 689 | −5,88 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 565 | −50,91 | 28 | −50,88 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 7 130 | 0,00 | 354 | −0,84 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 577 | 78 | ||||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 150 167 | 4,81 | 7 454 | 4,06 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 104 609 | 0,51 | 5 193 | −0,21 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 26 362 | 0,00 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 274 522 | −6,58 | 13 627 | −7,25 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 21 486 | 9,41 | 1 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 6 872 | 58,60 | 341 | 57,87 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 10 291 | −6,69 | 506 | −6,99 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 197 565 | −21,45 | 9 807 | −22,02 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 92 293 | 4,71 | 4 581 | 3,95 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 305 847 | 0,32 | 15 182 | −0,40 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 19 159 | 4,76 | 951 | 4,05 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 126 703 | 0,37 | 6 290 | −0,35 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 28 124 | −45,52 | 1 | −50,00 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 10 600 | 0,00 | 526 | −0,75 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 14 733 | 15,91 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 16 445 | 816 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 101 603 | 88,54 | 5 | 150,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 720 796 | −3,24 | 35 780 | −3,93 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 39 498 | 3,68 | 1 961 | 2,94 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 17 423 | −25,61 | 865 | −26,22 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5 938 | 0,00 | 295 | −0,68 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 27 974 | 243,87 | 1 389 | 241,87 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 118 | 11,91 | 56 | 14,29 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 38 119 | 3,24 | 1 892 | 2,49 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 130 374 | 6 472 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 20 189 | 4,62 | 1 002 | 3,94 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 6 215 | 0,31 | 309 | −0,32 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 30 546 | 267,36 | 1 516 | 265,30 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 42 337 | −2,26 | 2 102 | −3,00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 349 109 | −2,30 | 17 330 | −3,00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 34 256 | 6,14 | 1 700 | 5,39 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 8 811 | 66,56 | 437 | 65,53 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 105 572 | −48,24 | 5 241 | −48,61 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 123 775 | −1,42 | 6 189 | −1,72 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 016 | 0,00 | 199 | −0,50 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 7 110 | −47,76 | 353 | −48,24 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 8 275 | 411 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 19 893 | 62,99 | 987 | 61,80 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4 567 | 227 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 10 087 | 69,50 | 501 | 68,35 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11 519 | −13,99 | 572 | −14,65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25 132 | 1,04 | 1 248 | 0,32 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Friday Financial | 11 541 | 3,28 | 573 | 2,69 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 39 967 | 9,10 | 1 984 | 8,30 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 374 | 0,00 | 68 | 0,00 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 406 001 | −0,68 | 20 154 | −1,40 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 260 231 | 0,15 | 12 918 | −0,58 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 326 468 | 6,80 | 16 206 | 6,03 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 67 106 | −52,66 | 3 331 | −53,01 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 79 084 | 317,84 | 4 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 61 551 | −9,21 | 3 055 | −9,86 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 67 238 | −15,92 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 300 | 360,00 | 114 | 352,00 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 26 258 | −3,70 | 1 303 | −4,40 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 5 186 | 14,18 | 257 | 13,22 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7 923 | 23,74 | 393 | 22,81 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 137 910 | −2,50 | 6 846 | −3,21 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 233 473 | −10,19 | 11 590 | −10,84 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 19 112 | 0,01 | 949 | −0,73 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 39 292 | 1 950 | ||||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 5 052 | 251 | ||||||
| 2025-08-13 | 13F | Boston Family Office Llc | 6 963 | −2,79 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 022 | −8,01 | 51 | −9,09 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 35 027 | 1,46 | 1 739 | 0,70 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Warther Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 1 341 884 | 22,47 | 66 611 | 21,59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 091 | 104 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 380 476 | 240,38 | 18 887 | 237,97 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 138 983 | 2,04 | 6 899 | 1,31 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 223 064 | 11 073 | ||||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 4 700 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 103 610 | 141,85 | 5 143 | 140,10 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 106 948 | 6,92 | 5 309 | 6,14 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 18 074 | 40,63 | 897 | 39,72 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24 018 | 318,72 | 1 192 | 316,78 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 6 235 | 0,00 | 310 | −0,64 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 7 330 | −11,57 | 364 | −12,32 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 1 509 | 1,00 | 75 | 0,00 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 8 890 | 0,00 | 444 | 0,00 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 4 168 | 207 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 4 578 | 227 | ||||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 6 450 | −38,82 | 319 | −39,47 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 25 462 | 145,61 | 1 264 | 143,82 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 563 490 | 40,04 | 77 572 | 38,96 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 29 392 | 1 459 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 638 | 0,00 | 131 | −0,76 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6 384 | 0,00 | 314 | −1,57 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 12 175 | 2,53 | 604 | 1,85 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 39 340 | −68,57 | 1 953 | −68,89 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 9 305 | −10,01 | 472 | −9,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 144 916 | −4,06 | 7 194 | −4,75 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 693 951 | 20,83 | 34 448 | 19,96 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 565 | 0,00 | 28 | 0,00 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 341 276 | −31,05 | 18 633 | −29,32 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12 364 | 11,08 | 614 | 10,25 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 6 089 | −17,13 | 302 | −17,71 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 672 676 | 4,49 | 33 392 | 3,73 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 5 860 | 0,00 | 291 | −1,02 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 47 374 | 2 352 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 16 659 | −3,38 | 827 | −4,18 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 059 800 | 3,65 | 52 608 | 2,90 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 25 508 | 4,20 | 1 266 | 3,43 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 181 103 | 90,66 | 8 979 | 89,51 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 805 | 239 | ||||||
| 2025-07-17 | 13F | Asio Capital, LLC | 494 921 | −12,33 | 24 568 | −12,96 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 118 898 | 271,52 | 5 902 | 268,88 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 25 915 | −44,16 | 1 286 | −44,57 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 12 325 | −20,10 | 612 | −20,75 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 614 401 | 13,85 | 30 499 | 13,03 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 95 340 | −28,05 | 4 733 | −28,57 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 9 746 | −2,72 | 484 | −3,40 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 899 154 | 42,87 | 94 037 | 41,49 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 9 084 | 0,90 | 451 | 0,00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 7 172 | −7,27 | 356 | −7,77 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 6 103 | −12,99 | 303 | −13,71 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 409 288 | 14,90 | 20 317 | 14,07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 14 751 | 102,32 | 732 | 101,10 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 15 877 | −30,13 | 788 | −30,63 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 4 950 | 10,02 | 246 | 9,38 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 25 553 | 16,86 | 1 268 | 16,01 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 60 906 | −3,76 | 3 023 | −4,46 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 50 684 | −3,65 | 2 516 | −4,37 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 16 647 | 826 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 674 571 | 4,00 | 33 486 | 3,25 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 5 863 | −27,10 | 291 | −26,88 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 29 353 | 1 457 | ||||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 123 371 | 0,22 | 6 124 | −0,49 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 500 | 25 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 15 083 | 7,51 | 749 | 6,70 |
