Grundläggande statistik
| Institutionella ägare | 341 total, 341 long only, 0 short only, 0 long/short - change of 15,88% MRQ |
| Genomsnittlig portföljallokering | 0.9171 % - change of −2,80% MRQ |
| Institutionella aktier (lång) | 64 616 062 (ex 13D/G) - change of 12,19MM shares 23,26% MRQ |
| Institutionellt värde (lång) | $ 2 879 812 USD ($1000) |
Institutionellt ägande och aktieägare
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF (US:JPIE) har 341 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 64,616,062 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Morgan Stanley, Savant Capital, LLC, Sequoia Financial Advisors, LLC, Heritage Financial Services, LLC, Bank Of America Corp /de/, Royal Bank Of Canada, Advisor Group Holdings, Inc., Warren Averett Asset Management, LLC, and Envestnet Asset Management Inc .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF (ARCA:JPIE) 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 46,49 / share. Previously, on September 11, 2024, the share price was 46,10 / share. This represents an increase of 0,85% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 436 | 1 336,00 | 67 | 1 550,00 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 43 470 | −5,85 | 2 014 | −5,36 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 220 | 0 | ||||||
| 2025-07-25 | 13F | Dynamic Financial Group | 5 689 | 0,00 | 264 | 0,38 | ||||
| 2025-04-25 | 13F | Essex Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 367 919 | 72,10 | 17 042 | 73,04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 295 151 | 9,99 | 13 671 | 10,58 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 8 432 | 1,42 | 391 | 1,83 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 13 009 | 94,48 | 603 | 95,45 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 10 432 | −0,62 | 482 | 0,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 51 600 | 40,00 | 2 390 | 40,75 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 49 089 | −4,38 | 2 274 | −3,85 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 29 350 | 95,43 | 1 360 | 99,56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 29 572 | 13,44 | 1 370 | 14,08 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 54 936 | 14,89 | 2 545 | 15,53 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 512 098 | 71,01 | 23 669 | 71,58 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 62 820 | −23,73 | 2 910 | −23,33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 330 | 62 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 62 030 | 2 873 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10 002 | 463 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4 363 | 202 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 245 906 | 48,30 | 11 390 | 49,10 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 88 216 | 224,13 | 4 086 | 226,10 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5 156 | −4,62 | 239 | −4,42 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 332 128 | 39,93 | 15 384 | 40,69 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 950 717 | 44 037 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 155 606 | 22,99 | 7 187 | 23,66 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 454 947 | 0,94 | 21 073 | 1,49 | ||||
| 2025-04-30 | 13F | 49 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 12 463 | −30,23 | 1 | |||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 4 440 | 0,00 | 206 | 0,49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6 850 626 | 35,19 | 317 321 | 35,92 | ||||
| 2025-07-28 | 13F | Essex LLC | 6 545 | 0,00 | 303 | 0,66 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 10 578 | −6,11 | 490 | −5,78 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 32 313 | 29,89 | 1 496 | 30,66 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 7 528 | 349 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 42 358 | 1,45 | 1 962 | 1,98 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 2 729 | 126 | ||||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9 808 | −38,31 | 454 | −37,98 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 623 | 29 | ||||||
| 2025-07-22 | 13F | Peoples Bank /oh | 46 869 | −12,36 | 2 171 | −11,90 | ||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 40 201 | 1,05 | 1 862 | 1,64 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 13 510 | 6,59 | 626 | 7,20 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 77 072 | −1,34 | 3 570 | −0,83 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 656 | 6,27 | 308 | 6,94 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 102 471 | 17,18 | 4 746 | 17,83 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 21 974 | 33,02 | 1 013 | 35,97 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 87 289 | 6,54 | 4 043 | 7,13 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 108 866 | 26,30 | 5 043 | 26,97 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 97 679 | 50,04 | 4 524 | 50,85 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 48 433 | 2 243 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9 003 | −13,62 | 417 | −13,12 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 320 004 | 4,51 | 14 823 | 5,07 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 123 756 | 427,92 | 5 732 | 431,23 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 138 151 | 743,88 | 6 399 | 748,67 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 10 260 | 475 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 17 727 | 0,00 | 821 | 0,61 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 164 650 | 15,69 | 100 267 | 16,32 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 7 773 | 0,00 | 360 | 0,56 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 84 | 0,00 | 4 | 0,00 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 58 097 | 2 691 | ||||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 153 576 | 4,03 | 7 114 | 4,59 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 302 553 | 23,09 | 14 014 | 23,77 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 4 650 | 215 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 501 | −40,21 | 23 | −39,47 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 107 391 | 4 974 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 5 681 | 0,00 | 263 | 0,77 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 148 741 | −2,05 | 6 890 | −1,53 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1 025 387 | 15,17 | 47 496 | 15,80 | ||||
| 2025-05-06 | 13F | Assetmark, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) | 764 671 | −13,86 | 35 420 | −13,39 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 341 625 | 4,57 | 15 824 | 5,14 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 9 789 | −56,43 | 453 | −56,23 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 695 517 | 24,84 | 124 856 | 25,52 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 11 665 | 0,00 | 540 | 0,56 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 852 | −89,70 | 271 | −89,64 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 23 099 | 39,75 | 1 064 | 41,11 | ||||
| 2025-07-11 | 13F | Williams Financial, LLC | 453 068 | 13,73 | 20 986 | 14,35 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 75 646 | −25,58 | 3 504 | −25,20 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 125 936 | 89,63 | 5 833 | 90,68 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 748 430 | 47,66 | 34 667 | 48,47 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 105 869 | 19,02 | 4 904 | 19,64 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 8 455 | 0,00 | 392 | 1,30 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 23 605 | 0,00 | 1 093 | 0,55 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 16 838 | −1,52 | 780 | −0,38 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 5 531 | −1,93 | 255 | −1,55 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11 904 | 551 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 805 538 | 18,92 | 176 273 | 19,57 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 108 506 | 0,10 | 5 026 | 0,66 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 57 | −81,31 | 3 | −85,71 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5 000 | 0,00 | 232 | 0,43 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 49 008 | −8,69 | 2 270 | −8,17 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 61 710 | 6,82 | 2 858 | 7,40 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 107 | 0,00 | 5 | 0,00 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 20 477 | −90,95 | 948 | −90,90 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 338 335 | 25,79 | 15 672 | 26,47 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 13 673 | −53,15 | 633 | −52,90 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 9 617 | −46,08 | 445 | −45,80 | ||||
| 2025-04-23 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 31 880 | 23,81 | 1 477 | 24,45 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 27 553 | −23,16 | 1 276 | −22,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 822 056 | 13,20 | 84 434 | 13,81 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 5 545 | 3,30 | 257 | 3,64 | ||||
| 2025-04-25 | 13F | Argent Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 4 742 | 220 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 199 408 | 1,83 | 9 237 | 2,38 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 5 | 0,00 | 0 | |||||
| 2025-08-27 | NP | TFAZX - TFA Tactical Income Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 109 | 561 | ||||||
| 2025-08-27 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 27 072 | −22,12 | 1 254 | −21,74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 17 889 | 52,99 | 829 | 53,90 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 11 503 | 533 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 53 | 0,00 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51 414 | 28,95 | 2 382 | 29,68 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 27 859 | 1 290 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 3 316 | −91,51 | 154 | −91,50 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 86 482 | 1,46 | 3 995 | 1,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 51 573 | 618,59 | 2 389 | 623,64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 437 512 | 241,64 | 20 266 | 243,53 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 6 421 | 15,46 | 297 | 15,63 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 642 | 26,40 | 76 | 28,81 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4 801 | 221 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 169 919 | −1,27 | 7 871 | −0,73 | ||||
| 2025-04-25 | 13F | Wise Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 70 998 | −6,01 | 3 289 | −5,49 | ||||
| 2025-07-23 | 13F | Matisse Capital | 6 700 | 0,00 | 310 | 0,65 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 393 616 | 4,22 | 18 150 | 4,30 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 165 630 | −0,57 | 8 | 0,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 527 | 256 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 243 851 | 148,00 | 11 295 | 149,39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9 269 | 228,69 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 26 480 | 1 227 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 14 092 | 118,38 | 653 | 119,53 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 181 823 | −5,02 | 8 422 | −4,50 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 6 210 | 288 | ||||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 219 883 | 5,32 | 10 | 11,11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 33 417 | 1 540 | ||||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 5 416 | −18,41 | 251 | −18,03 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 141 | 238 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 31 577 | 25,98 | 1 463 | 26,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 149 989 | 13,89 | 6 948 | 14,52 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 996 058 | 1,11 | 46 137 | 1,66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 155 143 | 0,97 | 7 189 | 1,53 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 115 004 | 72,92 | 5 | 66,67 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5 370 | 0,47 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 28 796 | 52,70 | 1 334 | 53,57 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 68 532 | 314,69 | 3 174 | 317,08 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 141 | 7 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 99 192 | 1,63 | 4 595 | 2,18 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 5 245 | 243 | ||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 225 | −2,61 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28 242 | 39,83 | 1 308 | 40,65 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 29 478 | 174,34 | 1 365 | 175,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 380 325 | 21,99 | 18 | 21,43 | ||||
| 2025-07-16 | 13F | Novem Group | 4 511 | 209 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 94 659 | 0,91 | 4 385 | 1,46 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6 000 | −20,00 | 278 | −19,71 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 562 436 | 3,98 | 26 052 | 5,30 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 94 659 | 4 385 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13 557 | −8,09 | 628 | −7,66 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 26 751 | 14,01 | 1 239 | 14,72 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 218 | 5,72 | 381 | 6,15 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2 205 824 | 1,06 | 102 174 | 1,61 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 34 204 | −7,76 | 1 584 | −7,26 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 50 404 | 9,71 | 2 | 0,00 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 831 895 | 2,48 | 38 533 | 3,03 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 4 456 | 0,00 | 206 | 0,49 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 230 805 | −23,91 | 10 691 | −23,50 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 11 800 | 0,00 | 547 | 0,55 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 29 664 | 1 374 | ||||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 103 064 | 4,81 | 4 774 | 5,36 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 5 933 | 275 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 29 903 | 18,25 | 1 385 | 18,99 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 160 511 | 7,33 | 7 435 | 7,91 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 405 387 | −3,94 | 18 778 | −3,43 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 14 610 | −1,66 | 677 | −1,17 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 6 551 | 303 | ||||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 43 197 | 21,81 | 2 001 | 22,47 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 434 | −8,60 | 252 | −7,38 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 10 854 | 86,30 | 503 | 87,31 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 851 022 | 3,14 | 39 419 | 3,70 | ||||
| 2025-08-07 | 13F | PFG Advisors | 38 217 | 36,77 | 1 770 | 37,53 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 489 979 | 3,24 | 22 696 | 3,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 259 | 1 031 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 48 625 | 1,84 | 2 252 | 2,41 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 29 395 | −3,21 | 1 362 | −2,72 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 18 985 | 879 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 14 377 | −1,44 | 666 | −1,04 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 757 302 | 31,17 | 81 398 | 31,88 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 12 685 | 518 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 5 320 | −69,39 | 246 | −69,25 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 820 | 84 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80 993 | 41,60 | 3 752 | 42,35 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 15 854 | 730 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 30 459 | 96,79 | 1 411 | 97,76 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 32 786 | 3,08 | 1 519 | 3,62 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 49 083 | 920,44 | 2 274 | 928,51 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 055 359 | −7,50 | 49 | −7,69 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19 988 | 926 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 502 695 | 7,36 | 23 285 | 7,94 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 414 021 | 19,22 | 19 177 | 19,87 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 174 703 | 7,15 | 8 | 14,29 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 9 134 | −10,23 | 423 | −9,62 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 63 260 | 2 930 | ||||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 7 | 0 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 29 976 | 55,08 | 1 388 | 55,96 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 715 190 | 6,18 | 33 128 | 6,75 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 6 180 | 286 | ||||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 102 554 | −18,56 | 4 750 | −18,12 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 21 513 | −92,83 | 996 | −92,79 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 176 310 | −0,26 | 8 167 | 0,27 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5 969 | 276 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 175 032 | 11,57 | 8 107 | 12,18 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 32 523 | −20,74 | 1 506 | −20,32 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 284 155 | −1,99 | 13 162 | −1,45 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16 649 | 223,22 | 771 | 225,32 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 22 033 | 348,92 | 1 021 | 351,33 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 238 | 0,00 | 11 | 10,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 9 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 44 737 | 3,59 | 2 072 | 4,17 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 108 925 | 5 014 | ||||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 64 685 | 2 996 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 120 634 | 16,10 | 5 588 | 16,71 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 695 | −27,00 | 32 | −25,58 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4 783 | −15,97 | 222 | −15,65 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6 086 | −7,44 | 282 | −6,95 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 22 057 | 1 022 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 12 274 | −8,20 | 569 | −7,64 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 18 967 | −36,44 | 879 | −36,10 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 4 832 | −6,56 | 224 | −6,30 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 473 539 | −0,52 | 21 934 | 0,02 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 025 | 47 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 16 844 | 780 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 39 459 | 25,12 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 310 331 | −3,36 | 14 375 | −2,84 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 915 | −36,05 | 1 120 | −32,63 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 53 534 | 17,57 | 2 480 | 19,35 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 98 696 | 6,82 | 4 572 | 7,40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 985 518 | 125,39 | 45 649 | 126,61 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 9 548 | 3,12 | 442 | 3,76 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 109 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 20 711 | 959 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 14 270 | 6,26 | 661 | 6,80 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7 784 | 361 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 764 | 1,46 | 35 | 2,94 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 48 110 | 0,95 | 2 228 | 1,50 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 609 | 167 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 986 436 | 1,26 | 92 012 | 1,81 | ||||
| 2025-07-18 | 13F | Hudson Value Partners, LLC | 4 750 | 220 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19 293 | −3,82 | 894 | −3,35 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 9 606 | 15,65 | 444 | 15,97 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 36 996 | 30,35 | 1 714 | 31,06 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 64 866 | 9,94 | 3 005 | 10,52 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 157 552 | 7 298 | ||||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 12 738 | −1,26 | 590 | −0,67 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 131 443 | 0,17 | 6 088 | 0,71 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 12 772 | 0,34 | 592 | 0,85 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 451 | −3,43 | 21 | −4,76 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 170 545 | 2 517,73 | 7 900 | 2 533,00 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 297 192 | 38,17 | 13 766 | 38,91 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 29 037 | 1 345 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1 600 | 0,00 | 74 | 1,37 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 540 | 0,00 | 257 | 0,39 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 8 898 | −2,28 | 412 | −1,67 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 5 275 | 244 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 656 341 | 3,56 | 30 402 | 4,12 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 150 868 | 12,14 | 6 988 | 12,75 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 4 837 | 3,09 | 224 | 3,70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 405 877 | 82,89 | 18 800 | 83,90 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 7 795 | 37,14 | 361 | 38,31 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 16 094 | 745 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 162 | 0,00 | 8 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 12 187 | 8,44 | 564 | 9,09 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 79 | 4 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 7 166 | 23,42 | 332 | 23,97 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 5 259 | −0,28 | 244 | 0,41 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 141 638 | 6,19 | 6 561 | 6,77 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 401 152 | 1,41 | 18 581 | 1,96 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 482 877 | 12,11 | 22 367 | 12,72 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 341 851 | 7,16 | 15 835 | 7,74 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18 486 | −14,23 | 856 | −13,71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 402 | 62,46 | 64 | 61,54 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 000 | 0,00 | 46 | 0,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 50 454 | −5,47 | 2 337 | −4,92 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 78 944 | 128,00 | 3 653 | 129,25 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 517 157 | 9,30 | 23 955 | 9,90 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Total Investment Management Inc | 809 | 37 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 215 267 | 23,19 | 9 971 | 23,86 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 287 | 245 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 598 821 | 83,36 | 74 057 | 84,35 | ||||
| 2025-08-14 | 13F | Comerica Bank | 25 415 | 9,22 | 1 177 | 9,79 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 3 316 | −95,58 | 154 | −95,55 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 45 960 | −5,07 | 2 129 | −4,57 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12 192 | 174,97 | 565 | 176,47 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 262 258 | 6,07 | 12 148 | 6,38 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 18 838 | −9,71 | 873 | −9,26 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 108 927 | 6,69 | 5 046 | 7,27 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9 218 | −8,95 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 6 100 | 0,00 | 283 | 0,36 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 210 220 | 28,53 | 148 697 | 29,23 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 606 | 121 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 6 200 | 0,00 | 287 | 0,70 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 20 985 | 972 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 19 794 | −5,21 | 1 | |||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 189 510 | 1,74 | 8 778 | 2,31 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 29 247 | 1 355 | ||||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 43 972 | −26,98 | 2 037 | −26,60 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 79 964 | 67,93 | 3 704 | 68,86 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 143 595 | −1,91 | 6 651 | −1,38 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 482 | 43,88 | 69 | 44,68 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15 285 | 5,84 | 708 | 6,47 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6 999 | 324 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 111 041 | 200,73 | 5 143 | 202,35 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 921 | −36,92 | 43 | −37,31 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 60 339 | 0,96 | 2 795 | 1,49 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 93 844 | −60,62 | 4 347 | −60,41 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 096 120 | 49,21 | 50 772 | 50,02 | ||||
| 2025-06-24 | NP | JNBAX - JPMorgan Income Builder Fund Class A | 514 265 | 0,00 | 23 672 | 0,04 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 6 318 | 1 108,03 | 293 | 1 116,67 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 24 766 | 2,25 | 1 147 | 2,87 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 238 | −58,17 | 11 | −60,00 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 15 850 | −6,84 | 734 | −6,26 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 71 446 | −13,13 | 3 309 | −12,65 | ||||
| 2025-06-24 | NP | JFLI - JPMorgan Flexible Income ETF | 12 837 | 591 | ||||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5 996 | 278 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 90 738 | 18,88 | 4 203 | 19,51 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 137 697 | 2,85 | 6 378 | 3,42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 125 414 | 329,34 | 5 809 | 331,90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 208 092 | 0,10 | 9 586 | 0,09 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 222 272 | 32,76 | 10 296 | 33,48 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6 215 | 3,33 | 288 | 3,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 710 909 | 21,11 | 32 929 | 21,77 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 62 008 | 2 872 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 31 267 | 32,68 | 1 448 | 33,46 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 287 787 | 3,16 | 13 330 | 3,82 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 893 | 3,00 | 41 | 5,13 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 10 980 | 0,00 | 506 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 107 738 | 222,40 | 4 990 | 224,24 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 127 432 | 166,68 | 6 | 150,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 935 | −17,59 | 507 | −16,91 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 49 383 | −0,59 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 52 055 | 30,52 | 2 411 | 31,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 495 664 | 1 268,03 | 22 959 | 1 275,61 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 112 665 | 12,68 | 5 219 | 13,29 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16 566 | 46,78 | 767 | 47,78 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14 941 | 218,64 | 692 | 220,37 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 101 567 | 28,43 | 4 705 | 29,12 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 17 529 | 3,23 | 812 | 3,71 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 28 997 | 1 343 |
