Grundläggande statistik
| Institutionella ägare | 1388 total, 1376 long only, 1 short only, 11 long/short - change of −0,29% MRQ |
| Genomsnittlig portföljallokering | 0.4631 % - change of −10,73% MRQ |
| Institutionella aktier (lång) | 29 378 297 (ex 13D/G) - change of 0,82MM shares 2,86% MRQ |
| Institutionellt värde (lång) | $ 14 162 421 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR S&P MidCap 400 ETF Trust (US:MDY) har 1388 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 29,378,297 aktier. Största aktieägare inkluderar Kingstone Capital Partners Texas, LLC, Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Northern Trust Corp, Us Bancorp \de\, Pathstone Holdings, LLC, Goldman Sachs Group Inc, Pnc Financial Services Group, Inc., and Moore Capital Management, Lp .
SPDR S&P MidCap 400 ETF Trust (ARCA:MDY) 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 12, 2025 is 600,62 / share. Previously, on September 16, 2024, the share price was 559,24 / share. This represents an increase of 7,40% 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 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 1558 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 69 817 | −0,37 | 39 550 | 5,79 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 1 242 | 0,00 | 704 | 6,19 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 80 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 1 492 | −0,73 | 845 | 5,49 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 954 | 81,37 | 540 | 92,86 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 108 920 | 3 580,97 | 62 | 6 000,00 | ||||
| 2025-07-09 | 13F | Renaissance Investment Group LLC | 2 273 | −4,21 | 1 288 | 1,74 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 4 038 | −19,24 | 2 288 | −14,25 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 522 | 0,00 | 296 | 6,12 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 835 | 0,00 | 475 | 6,28 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 483 | 5,00 | 273 | 11,43 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 363 | 206 | ||||||
| 2025-04-17 | 13F | Brown Miller Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 783 | −5,89 | 444 | 0,00 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 1 241 | −8,88 | 703 | −3,31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 252 | 45,66 | 143 | 54,35 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 1 356 | 115,58 | 768 | 129,25 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 4 082 | −13,28 | 2 312 | −7,93 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 519 | 0,00 | 294 | 6,52 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 15 752 | 0,22 | 8 923 | 6,42 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 20 102 | −4,78 | 11 387 | 12,70 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 2 743 | 0,00 | 1 554 | 6,15 | ||||
| 2025-08-07 | 13F | Prescott Group Capital Management, L.l.c. | 49 323 | 43,70 | 27 940 | 52,59 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 15 450 | −1,36 | 8 752 | 4,75 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 1 380 | 0,00 | 782 | 6,11 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 404 | 0,00 | 229 | 6,05 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 415 574 | −3,21 | 235 414 | 2,78 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 607 | 37,33 | 344 | 45,96 | ||||
| 2025-07-24 | 13F | M. Kraus & Co | 1 375 | 0,00 | 779 | 6,14 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 47 | 0,00 | 27 | 8,33 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 54 401 | 0,12 | 3 485 | 7,53 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 500 | 5,93 | 267 | −0,75 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 776 | 0,26 | 439 | 14,32 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 673 | 0,00 | 381 | 6,13 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 1 282 | 0,94 | 726 | 7,24 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 586 | 0,00 | 332 | 6,09 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 475 | 0,00 | 269 | 6,32 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 39 232 | −2,71 | 22 | 4,76 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 577 | −15,64 | 327 | −10,16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24 826 | 2,01 | 14 064 | 8,32 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 2 050 | −1,91 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 897 | −21,52 | 508 | −16,58 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 5 086 | 8,42 | 2 881 | 15,15 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 11 843 | −2,75 | 6 709 | 3,26 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2 061 | 5,75 | 1 168 | 12,32 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 172 | 0,00 | 97 | 6,59 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16 001 | −1,27 | 9 064 | 4,83 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 250 | 0,00 | 142 | 6,77 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 800 | 0,00 | 453 | 6,34 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3 272 | −1,09 | 1 853 | 4,99 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 4 359 | 0,00 | 2 469 | 6,19 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 857 | −0,46 | 485 | 5,66 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 4 535 | −8,88 | 2 569 | −3,24 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 125 | 0,00 | 71 | −1,41 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 1 371 | −1,08 | 777 | 5,01 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2 819 | 15,77 | 1 597 | 22,86 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 4 321 | −2,66 | 2 448 | 3,34 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 1 501 | −8,64 | 853 | −2,96 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 400 | 0,00 | 227 | 6,10 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 5 056 | −0,02 | 2 864 | 6,15 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 744 | 46,46 | 422 | 55,93 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 1 191 | 0,00 | 635 | −6,34 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 3 255 | 9,74 | 1 844 | 16,50 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 19 107 | −0,02 | 10 824 | 6,16 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 133 | 0,00 | 76 | 5,63 | ||||
| 2025-05-15 | 13F | BlueCrest Capital Management Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 50 | 0,00 | 28 | 7,69 | ||||
| 2025-08-14 | 13F | Symmetry Investments LP | 13 250 | −24,26 | 7 506 | −19,59 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2 753 | −4,14 | 1 559 | 1,83 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Scientech Research LLC | 3 043 | 277,54 | 1 724 | 301,63 | ||||
| 2025-08-11 | 13F | Long Road Investment Counsel, LLC | 1 750 | 32,58 | 991 | 40,77 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 4 007 | −3,00 | 2 270 | 2,95 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 17 127 | −2,28 | 9 702 | 3,76 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 881 | −14,96 | 499 | −9,60 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 1 316 | 6,56 | 745 | 13,22 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 585 | 0,00 | 331 | 6,09 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 1 825 | 0,00 | 1 034 | 6,17 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB | 70 048 | 10,88 | 39 681 | 17,74 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2 539 | 2,75 | 1 438 | 9,10 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 582 | −15,76 | 896 | −10,68 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 400 | −33,33 | 227 | −29,37 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 50 | 0,00 | 28 | 7,69 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 4 708 | 2,50 | 2 512 | −4,01 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 839 | −2,89 | 475 | 3,26 | ||||
| 2025-05-15 | 13F | BW Gestao de Investimentos Ltda. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2 757 | −1,18 | 1 562 | 4,91 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 50 | 0,00 | 28 | 7,69 | ||||
| 2025-05-15 | 13F | Passaic Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 219 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 514 | 0,39 | 291 | 6,23 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 1 393 | 0,00 | 789 | 6,19 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 450 | 0,00 | 255 | 5,83 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 14 258 | −6,13 | 8 077 | −0,33 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 6 965 | −3,85 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 465 | 0,00 | 263 | 6,05 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 15 834 | −0,03 | 8 970 | 6,15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 526 538 | −4,95 | 298 273 | 0,93 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 10 380 | −3,39 | 5 880 | 2,58 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 544 | 0,00 | 308 | 6,21 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 818 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 487 | 17,35 | 276 | 24,43 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 12 202 | −0,14 | 6 912 | 6,04 | ||||
| 2025-08-05 | 13F | Washburn Capital Management, Inc. | 51 690 | −15,21 | 3 206 | −9,90 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1 075 | 0,00 | 609 | 6,28 | ||||
| 2025-05-14 | 13F | D L Carlson Investment Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 309 | 175 | ||||||
| 2025-08-18 | NP | GVMCX - Government Street Mid-Cap Fund | 7 000 | 0,00 | 3 965 | 6,19 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 4 426 | −32,44 | 2 507 | −28,25 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 537 | 0,00 | 304 | 6,29 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 597 | −4,28 | 3 737 | 1,66 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 132 647 | −2,18 | 75 140 | 3,87 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1 440 | −25,81 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 1 868 | −8,57 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 431 | −3,79 | 244 | 2,52 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 904 | 36,76 | 512 | 45,45 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 190 | 19,50 | 108 | 27,38 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 1 105 | −45,70 | 626 | −42,30 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 2 241 | 2,28 | 1 269 | 8,65 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 1 887 | 0,00 | 1 069 | 6,16 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 25 464 | −4,69 | 14 424 | 1,22 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 2 254 | 5,67 | 1 277 | 12,13 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 1 137 | −2,15 | 644 | 3,88 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2 604 | 1 475 | ||||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2 101 | 0,00 | 1 190 | 6,16 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 224 683 | 3,37 | 127 279 | 9,76 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 50 | 0,00 | 28 | 7,69 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 617 | 0,00 | 351 | 6,06 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 127 | −9,58 | 4 037 | −3,97 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 1 663 | −62,49 | 942 | −60,17 | ||||
| 2025-07-17 | 13F | City Holding Co | 240 | 166,67 | 136 | 181,25 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 1 426 | 0,00 | 808 | 6,18 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 603 | −1,79 | 342 | 4,28 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 13 789 | −0,17 | 7 836 | 6,08 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 10 047 | 6,39 | 5 710 | 13,32 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 1 344 | 1 | ||||||
| 2025-07-18 | 13F | United Bank | 1 025 | 0,00 | 581 | 6,23 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 095 | −2,23 | 620 | 3,85 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 16 054 | −0,59 | 9 094 | 5,56 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 88 | −10,20 | 50 | −5,77 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 10 574 | −0,08 | 5 990 | 6,11 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 15 542 | 8 804 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 30 806 | 3,36 | 17 451 | 9,75 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 2 622 | −3,74 | 1 512 | 3,56 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8 839 | −3,56 | 5 007 | 2,41 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 4 356 | −6,92 | 2 | 0,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 050 | 0,00 | 606 | 12,66 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 056 | 3,23 | 598 | 9,72 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1 045 | 0,10 | 592 | 6,10 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 902 | 0,00 | 1 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 47 327 | −1,26 | 25 248 | −7,52 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 2 004 | 0,00 | 1 135 | 6,17 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 1 858 | 0,00 | 991 | −6,33 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 469 | 0,00 | 266 | 6,00 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 395 | 0,25 | 224 | 6,19 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 1 353 | 0,00 | 766 | 6,24 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 203 192 | −21,50 | 115 104 | −16,64 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 8 750 | 0,31 | 4 957 | 6,51 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 700 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 8 534 | −7,93 | 4 834 | −2,22 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 2 985 | 0,00 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 16 500 | −4,60 | 9 347 | 1,30 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 80 953 | −0,83 | 47 149 | 8,27 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2 363 | 15,27 | 1 339 | 22,42 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27 377 | −0,74 | 16 | 7,14 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 11 860 | 0,02 | 6 718 | 6,21 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 931 | −3,02 | 528 | 2,93 | ||||
| 2025-08-14 | 13F | Basswood Capital Management, L.l.c. | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-25 | 13F | JustInvest LLC | 500 | −0,20 | 283 | 5,99 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 4 789 | 0,00 | 2 713 | 6,19 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 18 | 5,88 | 10 | 0,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1 100 679 | −1,39 | 623 513 | 4,71 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 1 077 | 0,00 | 610 | 6,27 | ||||
| 2025-08-07 | 13F | Teachers Retirement System Of The State Of Kentucky | 9 444 | 0,00 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 473 | 0,00 | 268 | 5,95 | ||||
| 2025-05-13 | 13F | Employees Retirement System of Texas | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 12 325 | −3,20 | 6 982 | 2,78 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 3 894 | 0,52 | 2 206 | 6,73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 44 311 | −17,94 | 25 101 | −12,86 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7 688 | 20,82 | 4 355 | 28,31 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 68 185 | −1,61 | 38 625 | 4,48 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 1 962 | −2,97 | 1 111 | 3,06 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 427 | 0,00 | 242 | 6,17 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 1 220 | 0,00 | 691 | 6,31 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 7 449 | −1,72 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 673 | 0,00 | 381 | 6,13 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 5 853 | −0,58 | 3 316 | 5,57 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 2 767 | 0,25 | 1 568 | 6,45 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 16 526 | −5,32 | 9 362 | 0,54 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 718 | 0,95 | 4 373 | 7,21 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 79 | 0,00 | 45 | 4,76 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 443 | 0,00 | 251 | 5,93 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 6 864 | −0,95 | 3 888 | 5,17 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 1 401 | −74,84 | 794 | −73,29 | ||||
| 2025-07-11 | 13F | Bell Bank | 1 135 | −14,98 | 643 | −9,83 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 1 258 | 0,88 | 713 | 7,07 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 10 041 | 4,86 | 5 706 | 11,40 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 2 665 | 0,00 | 1 510 | 6,19 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 470 | −5,43 | 266 | 0,38 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1 683 | −2,32 | 953 | 3,70 | ||||
| 2025-08-07 | 13F/A | Ellerson Group Inc /adv | 1 215 | −2,41 | 688 | 3,61 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 1 381 | −6,05 | 782 | −6,57 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 2 632 | −0,87 | 1 491 | 5,30 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 20 045 | 3,56 | 11 355 | 9,98 | ||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 867 | −3,34 | 491 | 2,51 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7 630 | −2,09 | 4 322 | −2,61 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 2 295 | 40,88 | 1 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 630 | 357 | ||||||
| 2025-05-15 | 13F | American Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 76 178 | 2,74 | 40 761 | 0,49 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 3 980 | 4,22 | 2 129 | −2,52 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 169 447 | −0,26 | 95 988 | 5,91 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 6 582 | −3,19 | 3 789 | 4,44 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 600 | −0,50 | 340 | 5,61 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2 051 | 0,00 | 1 195 | 14,37 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 14 027 | −2,95 | 7 946 | 3,06 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1 177 | 0,00 | 667 | 6,22 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 18 | 0,00 | 10 | 11,11 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 810 | 0,00 | 459 | 6,02 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 400 | 0,00 | 227 | 6,10 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 475 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4 846 | 8,00 | 2 745 | 14,71 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 2 163 | 0,00 | 1 225 | 6,24 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 1 601 | 0,00 | 907 | 6,09 | ||||
| 2025-07-16 | 13F | FCG Investment Co | 1 190 | 2,67 | 674 | 9,06 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3 681 | 0,00 | 1 964 | −6,35 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 14 409 | −1,82 | 8 163 | 4,25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 51 176 | −1,10 | 28 990 | 5,02 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 9 434 | −14,33 | 5 177 | −16,92 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 180 | −2,70 | 102 | 3,06 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 505 | −5,61 | 286 | 0,35 | ||||
| 2025-08-14 | 13F | Shapiro Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1 968 | −7,39 | 1 115 | −1,59 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 6 494 | −0,31 | 3 679 | 5,87 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 665 | −9,15 | 377 | −3,59 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 566 | 0,00 | 302 | −7,95 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 595 | −11,85 | 337 | −6,39 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 461 | −1,07 | 261 | 5,24 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 19 295 | 12,92 | 10 930 | 19,90 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 104 840 | −49,56 | 59 | −46,36 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 540 | 0,00 | 306 | 5,90 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 989 | 0,00 | 560 | 6,26 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2 078 | −17,80 | 1 177 | −12,69 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 734 | 0,00 | 416 | 6,14 | ||||
| 2025-08-07 | 13F | Nicollet Investment Management, Inc. | 1 245 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 3 631 | 9,96 | 2 056 | 16,75 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 964 | 3,96 | 2 812 | 10,40 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 433 | 245 | ||||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 905 | 0,00 | 513 | 6,22 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 489 | 277 | ||||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 1 000 | 0,00 | 566 | 6,19 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 4 986 | 0,00 | 2 824 | 11,27 | ||||
| 2025-04-29 | NP | PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A | 54 | −1,82 | 31 | −9,09 | ||||
| 2025-07-16 | 13F | American National Bank | 182 | −14,95 | 103 | −9,65 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 1 842 | 1 043 | ||||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 11 000 | 4,76 | 6 231 | 11,25 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 12 657 | −19,79 | 7 170 | −14,83 | ||||
| 2025-07-24 | 13F | Conning Inc. | 40 185 | 0,00 | 22 764 | 6,19 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 3 741 | 0,00 | 2 119 | 6,22 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11 690 | 2,31 | 6 622 | 8,65 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 229 | −0,65 | 696 | 5,61 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 1 566 | 9,43 | 887 | 16,25 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 460 | 0,00 | 261 | 6,12 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 5 360 | −1,71 | 3 036 | 4,37 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 2 087 | 0,00 | 1 182 | 6,20 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 105 365 | 3,76 | 59 687 | 10,20 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 1 263 | −12,29 | 715 | −6,90 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 561 000 | 521 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3 596 | 2,86 | 2 037 | 9,28 | ||||
| 2025-07-22 | 13F | Boston Common Asset Management, LLC | 400 | 0,00 | 227 | 6,10 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 1 062 | 3,51 | 602 | 9,87 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 11 443 | −8,32 | 6 | 0,00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 4 013 | −12,82 | 2 273 | −7,41 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 570 | −99,13 | 323 | −99,08 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 3 243 | −2,99 | 1 837 | 2,97 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 474 | 36 750,00 | 835 | 41 600,00 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 90 | 0,00 | 51 | 4,17 | ||||
| 2025-05-13 | 13F | Clal Insurance Enterprises Holdings Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 4 988 | −1,66 | 2 826 | 4,44 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1 497 | 0,00 | 851 | 6,25 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 1 870 | 0,00 | 1 059 | 6,22 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 871 | 0,00 | 493 | 6,25 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 642 | 0,00 | 876 | −6,42 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 635 | 13,39 | 359 | 12,89 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1 655 | 255,91 | 938 | 277,82 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 8 824 | −6,42 | 5 | −20,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 690 | 9,08 | 1 524 | 15,82 | ||||
| 2025-08-14 | 13F | Bayesian Capital Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 50 435 | −1,02 | 28 571 | 5,11 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 687 | 0,00 | 389 | 6,87 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 7 399 | 4,23 | 4 191 | 10,67 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 717 | 4,98 | 406 | 11,54 | ||||
| 2025-08-14 | 13F | Basswood Capital Management, L.l.c. | 38 082 | 21 573 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4 721 | 0,00 | 2 749 | 9,13 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 367 | 208 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 1 248 | 0,00 | 1 | |||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 357 | −25,16 | 202 | −20,47 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 31 828 | 8,81 | 18 030 | 15,58 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 44 902 | 1,18 | 26 404 | 11,70 | ||||
| 2025-08-14 | 13F | UBS Group AG | Call | 22 500 | 0,00 | 12 746 | 6,18 | |||
| 2025-08-14 | 13F | UBS Group AG | 610 592 | −9,11 | 345 888 | −3,49 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 508 | −1,92 | 1 421 | 4,11 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 3 743 | −2,68 | 2 127 | 3,40 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 1 390 | 0,07 | 790 | 6,33 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 35 | 0,00 | 20 | 5,56 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 27 | 0,00 | 15 | 7,14 | ||||
| 2025-05-08 | 13F | Strategic Family Wealth Counselors, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Paloma Partners Management Co | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 157 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Granite FO LLC | 16 033 | 4,94 | 9 082 | 11,44 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 55 547 | −9,69 | 31 527 | −4,06 | ||||
| 2025-08-13 | 13F | Nbw Capital Llc | 7 083 | 1,75 | 4 012 | 8,05 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 1 929 | −4,69 | 1 093 | 1,20 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 460 | 261 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 2 474 | 0,00 | 1 406 | 6,27 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 39 525 | −24,50 | 22 390 | −19,84 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 11 | −42,11 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3 777 | −6,00 | 2 140 | −0,19 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 524 | 0,00 | 297 | 6,09 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 2 433 | 1 378 | ||||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 840 | 0,00 | 476 | 6,03 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 1 857 | 1,36 | 1 052 | 7,57 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 23 784 | 2,48 | 13 517 | 8,90 | ||||
| 2025-07-18 | 13F | jvl associates llc | 19 801 | −0,14 | 11 217 | 6,03 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 11 889 | −0,90 | 6 735 | 5,22 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 428 | 242 | ||||||
| 2025-08-07 | 13F | 1st Source Bank | 36 139 | 0,33 | 20 472 | 6,54 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 373 | 0,00 | 211 | 6,57 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 2 410 | 0,00 | 1 365 | 6,15 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 8 487 | 8,24 | 4 808 | 14,95 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 16 073 | −3,27 | 9 105 | 2,72 | ||||
| 2025-08-26 | NP | JSBSX - JPMorgan SmartRetirement Blend 2065 Fund Class I | 7 982 | 28,60 | 4 522 | 36,54 | ||||
| 2025-04-16 | 13F | Everpar Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 523 | −2,61 | 296 | 3,50 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 508 | 0,00 | 288 | 5,90 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 60 296 | −0,32 | 34 157 | 5,84 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 1 241 | −10,46 | 703 | −4,87 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 3 192 | 0,00 | 1 808 | 6,23 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 485 | 0,00 | 275 | 6,20 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 763 | −0,13 | 432 | 6,14 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 392 | 0,00 | 222 | 6,22 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 475 | 0,00 | 269 | 6,32 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 1 816 | 3,42 | 969 | −3,20 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 2 775 | 0,00 | 1 572 | 6,15 | ||||
| 2025-08-28 | NP | MGOAX - Victory Munder Mid-Cap Core Growth Fund Class A | 6 500 | −44,92 | 3 682 | −41,51 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 13 509 | −43,28 | 7 653 | −39,77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 854 | 39,31 | 484 | 38,40 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 129 | 0,00 | 74 | 7,25 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 125 | 71 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 1 117 | −24,32 | 633 | −19,70 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 124 | 24,00 | 70 | 32,08 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB | 67 778 | 2,76 | 38 395 | 9,12 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 2 373 | −2,59 | 1 344 | 3,46 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 4 197 | 0,00 | 2 385 | 6,28 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3 238 | −0,67 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 421 | 0,00 | 238 | 6,25 | ||||
| 2025-08-14 | 13F | Fmr Llc | 31 265 | 2,70 | 17 711 | 9,06 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 8 240 | 0,64 | 4 668 | 6,85 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 115 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | XML Financial, LLC | 2 778 | −0,47 | 1 574 | 5,71 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 16 774 | 43,34 | 9 502 | 52,23 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 855 | 0,71 | 484 | 7,08 | ||||
| 2025-07-09 | 13F | Emprise Bank | 2 096 | 0,00 | 1 187 | 6,17 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 708 | −0,99 | 968 | 5,11 | ||||
| 2025-05-07 | 13F | Integrated Investment Consultants, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 20 254 | 0,00 | 11 473 | 6,18 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 7 476 | −1,58 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2 266 | −1,52 | 1 284 | 4,56 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2 201 | 0,00 | 1 247 | 6,13 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8 143 | −3,22 | 4 613 | 2,76 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 046 | −0,85 | 1 725 | 5,31 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 426 | 0,00 | 227 | 0,00 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 2 504 | 0,00 | 1 419 | 6,22 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 607 | 11,17 | 345 | 18,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 520 | 0,00 | 295 | 6,14 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 849 | −1,51 | 481 | 4,79 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 804 | 0,00 | 455 | 6,31 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 36 411 | 0,26 | 20 626 | 6,47 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 29 164 | −16,45 | 16 521 | −11,28 | ||||
| 2025-07-21 | 13F | CenterStar Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1 757 | 0,23 | 995 | 6,42 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 500 | 0,00 | 283 | 6,39 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 1 969 | 75,02 | 1 115 | 85,83 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 1 075 | 0,00 | 609 | 6,11 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 5 517 | 0,00 | 3 125 | 6,18 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 363 | 206 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 6 205 | −0,40 | 3 515 | 5,78 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 1 958 | −0,20 | 1 109 | 5,92 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 1 039 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 9 217 | −0,13 | 5 221 | 6,05 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 436 | −26,23 | 247 | −21,59 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2 797 139 | 1 326 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 988 | 0,00 | 560 | 5,87 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 372 | 4,10 | 777 | 10,53 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 1 134 | 0,00 | 642 | 6,29 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 513 | 0,00 | 291 | 6,23 | ||||
| 2025-08-12 | 13F | Latigo Investments, LLC | 10 962 | 0,00 | 6 210 | 6,17 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 5 507 | 3 119 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1 182 | 0,00 | 670 | 6,19 | ||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 10 294 | −0,01 | 5 831 | 6,17 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 1 091 | 43,36 | 618 | 52,59 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 2 320 | −6,15 | 1 314 | −0,30 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2 686 | 0,00 | 1 522 | 6,22 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 759 | −6,76 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 47 015 | −9,10 | 26 633 | −3,47 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 41 | 0,00 | 23 | 9,52 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 150 | 0,00 | 85 | 5,00 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6 137 | −1,49 | 3 476 | 4,60 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 1 162 | 0,69 | 658 | 6,99 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 205 | 0,00 | 116 | 6,42 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 1 526 | −0,52 | 864 | 5,62 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 416 | −5,24 | 240 | 2,14 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 324 | 45,65 | 750 | 54,75 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 227 | 0,00 | 129 | 5,79 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 601 | 342 | ||||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 1 600 | 0,00 | 1 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1 173 | −93,86 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 259 | −3,36 | 147 | 2,82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 50 794 | 4,25 | 28 775 | 10,70 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 407 | 0,00 | 231 | 5,99 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 6 731 | 5,49 | 3 813 | 11,99 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1 597 | −12,83 | 905 | −7,47 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 19 875 | −1,45 | 11 259 | 4,65 | ||||
| 2025-07-22 | 13F | Legacy Trust | 541 | −50,41 | 306 | −47,42 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 076 | −35,51 | 2 309 | −31,50 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 105 | −2,65 | 4 591 | 3,38 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 88 | 0,00 | 50 | 6,52 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 355 | 0,00 | 201 | 6,35 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 550 | −21,09 | 311 | −16,17 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 610 | 0,16 | 346 | 6,48 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 5 060 | 3,82 | 2 866 | 10,23 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 110 | 4,76 | 62 | 10,71 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 1 725 | 0,00 | 977 | 6,20 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Measured Risk Portfolios, Inc. | 716 | 2,73 | 406 | 9,16 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 381 | 0,00 | 216 | 5,91 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 844 | −17,75 | 1 045 | −12,71 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 768 | −1,02 | 2 701 | 5,10 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 370 | 210 | ||||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 1 428 | 1,85 | 809 | 8,17 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 354 | 200 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 5 011 | 3,45 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 346 | 34,00 | 4 162 | 42,31 | ||||
| 2025-08-13 | 13F | MetLife Investment Management, LLC | 48 400 | −38,11 | 27 418 | −34,28 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 90 942 | 51 517 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 4 428 | −1,49 | 2 508 | 4,63 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1 376 | 2,92 | 779 | 9,26 | ||||
| 2025-05-06 | 13F | Guild Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-29 | NP | SHDIX - American Beacon Shapiro SMID Cap Equity Fund Institutional Class | 2 300 | −17,86 | 1 227 | −21,19 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 689 | 0,00 | 390 | 6,27 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 130 | 0,00 | 74 | 5,80 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 2 617 | 1 482 | ||||||
| 2025-05-15 | 13F | Parallax Volatility Advisers, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 395 | −24,90 | 224 | −20,36 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 400 | 0,00 | 227 | 6,10 | ||||
| 2025-08-14 | 13F | Betterment LLC | 650 | 4,50 | 0 | |||||
| 2025-05-13 | 13F | Mark Sheptoff Financial Planning, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 450 | −4,46 | 255 | 1,20 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Put | 104 200 | 59 027 | |||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 16 013 | 9 071 | ||||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 7 616 | −3,83 | 4 314 | 2,13 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 1 173 | −0,85 | 664 | 5,23 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 6 816 | −0,34 | 3 861 | 5,84 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 406 | 0,25 | 230 | 6,02 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 564 | 0,00 | 301 | −6,54 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 61 813 | 0,82 | 35 016 | 7,06 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 988 | −19,02 | 560 | −14,00 | ||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 1 428 | 0,00 | 832 | 24,40 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 24 | −52,94 | 14 | −51,85 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 3 221 | 0,00 | 1 825 | 6,17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 315 | 9,13 | 745 | 5,68 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 3 107 | 0,13 | 1 760 | 6,34 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 6 461 | 6,44 | 3 660 | 13,03 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 218 195 | −2,12 | 123 606 | 3,94 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 6 526 | −0,58 | 3 697 | 5,60 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 10 672 | −7,11 | 6 045 | −1,37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 613 019 | 6,31 | 347 263 | 12,89 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 9 925 | −5,48 | 5 622 | 0,37 | ||||
| 2025-07-30 | 13F | Ardent Capital Management, Inc. | 730 | 0,00 | 414 | 6,17 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 221 200 | −2,98 | 125 305 | 3,02 | |||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 1 119 | −1,32 | 634 | 4,80 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 2 215 | −99,01 | 1 255 | −98,95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 14 600 | −67,26 | 8 271 | −65,24 | |||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 17 | 6,25 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 196 | −68,54 | 111 | −66,57 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 13 010 | −0,45 | 7 370 | 5,71 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 1 450 | 0,00 | 821 | 6,21 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 3 500 | 337,50 | 1 983 | 365,26 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 1 198 | 36,60 | 679 | 45,18 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 2 958 | 0,00 | 1 676 | 6,15 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2 451 | 3,03 | 1 388 | 9,38 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 4 193 | −3,87 | 2 375 | 2,06 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 5 294 | 3,42 | 2 999 | 9,82 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 708 | 0,03 | 2 101 | 6,22 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 562 | 34,13 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 015 | 0,10 | 575 | 6,10 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 481 | 0,63 | 273 | 0,00 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 3 606 | −1,31 | 2 043 | 4,77 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 799 | 0,00 | 453 | 6,10 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 198 | 0,00 | 112 | 6,67 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1 649 | 0,00 | 934 | 6,26 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 106 069 | −5,42 | 60 089 | 0,43 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6 937 | 2,53 | 3 930 | 8,87 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 9 784 | −12,87 | 5 543 | −7,26 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 2 000 | 0,00 | 1 133 | 6,19 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 1 419 | 0,78 | 804 | 6,92 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 662 | 0,91 | 375 | 7,45 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 460 | 7,48 | 261 | 14,04 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 1 449 | 0,28 | 821 | 6,36 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 155 | −5,49 | 88 | 1,15 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29 579 | −34,94 | 16 756 | −30,92 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 450 | 0,00 | 256 | 6,67 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 7 377 | −1,99 | 4 223 | 8,40 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5 036 | −1,10 | 2 853 | 5,04 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 32 237 | −0,16 | 18 262 | 6,01 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 578 | −3,18 | 327 | 2,83 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 10 443 | −0,64 | 5 916 | 5,51 | ||||
| 2025-04-11 | 13F | Impact Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 16 021 | −10,65 | 9 076 | −5,12 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 3 355 | −1,21 | 1 901 | 4,91 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 157 | 89 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 897 244 | −0,72 | 507 335 | 5,23 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 925 | 0,00 | 524 | 6,09 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 833 | 0,00 | 474 | 6,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 13 240 | −9,93 | 7 501 | −4,36 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 412 | −8,65 | 234 | −2,92 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 1 000 | 0,00 | 566 | 6,19 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 1 484 | 0,00 | 841 | 6,19 | ||||
| 2025-05-08 | 13F | First Foundation Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | White Pine Capital Llc | 1 934 | 0,26 | 1 096 | 6,41 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1 525 | −13,70 | 814 | −19,18 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 100 | −43,50 | 57 | −40,43 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 526 | −3,84 | 298 | 2,06 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 13 936 | 0,00 | 7 894 | 6,19 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 5 785 | −10,37 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 1 140 | 0,00 | 646 | 6,09 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 570 | 0,02 | 3 155 | 6,23 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 1 064 | 603 | ||||||
| 2025-08-08 | 13F | Pioneer Trust Bank N A/or | 735 | 0,00 | 416 | 6,12 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 885 | 36,15 | 502 | 44,80 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 6 172 | −1,69 | 3 496 | 4,39 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 148 | −7,45 | 1 217 | −1,78 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 645 | −66,67 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 1 700 | −10,85 | 963 | −5,31 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 3 963 | −0,80 | 2 245 | 5,30 | ||||
| 2025-05-15 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 3 345 | −3,07 | 1 901 | 2,98 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 345 | 10,14 | 2 461 | 16,97 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 4 130 | −1,78 | 2 339 | 4,28 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 878 | 0,92 | 497 | 7,11 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 1 173 | −10,53 | 682 | −2,43 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 400 | 0,00 | 227 | 6,10 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 471 | 0,00 | 267 | 5,98 | ||||
| 2025-07-25 | 13F | Summa Corp. | 600 | 340 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 829 | 470 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1 421 | 13,77 | 805 | 20,87 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 504 | 0,00 | 286 | 6,34 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 138 788 | 56 548,16 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 994 | 0,00 | 563 | 6,23 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 650 | 0,00 | 368 | 6,36 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 1 979 | 0,00 | 1 121 | 6,26 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 143 568 | 1,40 | 81 328 | 7,67 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 145 | 0,00 | 82 | 6,49 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 1 698 | −2,64 | 962 | 3,33 | ||||
| 2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 3 057 | −1,39 | 1 732 | 4,72 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 536 | −6,78 | 305 | −0,98 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 653 | 18,08 | 370 | 25,08 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 6 212 | −2,40 | 3 519 | 3,62 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 717 | 0,00 | 406 | 6,28 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 3 177 | −3,05 | 1 800 | 2,92 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 1 086 | 8,71 | 615 | 15,38 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 4 382 | −0,57 | 2 490 | 5,69 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 44 | 0,00 | 25 | 4,35 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 199 | 11,73 | 2 379 | 18,66 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 541 | 0,00 | 306 | 6,25 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 917 | 4,92 | 520 | 11,37 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 231 924 | 0,33 | 131 380 | 6,54 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 791 | 0,00 | 448 | 6,41 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 8 551 | −91,63 | 4 844 | −91,11 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 64 215 | 36 377 | ||||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 1 298 | 0,00 | 736 | 6,21 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 873 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 523 | 0,00 | 296 | 6,12 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 705 | 0,00 | 376 | −6,23 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1 190 | 0,00 | 674 | 6,31 | ||||
| 2025-08-08 | 13F | C V Starr & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 999 | 11,53 | 1 699 | 11,49 | ||||
| 2025-08-12 | 13F | SPX Equities Gestao de Recursos Ltda | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | DRW Securities, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 1 038 | −7,49 | 588 | −1,67 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 381 | 216 | ||||||
| 2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 645 | 15,18 | 365 | 22,48 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 1 242 | −0,08 | 704 | 6,03 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 867 700 | 37,37 | 491 535 | 45,87 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 779 | 0,13 | 441 | 6,27 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 660 | 0,00 | 374 | 5,97 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 181 | −35,59 | 103 | −31,54 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1 926 | −3,46 | 1 091 | 2,44 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 1 634 | 0,00 | 926 | 6,20 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 15 838 | −11,95 | 8 972 | −6,50 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 8 086 | −4,80 | 4 580 | 1,08 | ||||
| 2025-05-01 | 13F | Parker Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 400 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Security National Bank | 100 | 0,00 | 57 | 5,66 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | RBF Capital, LLC | 10 000 | 0,00 | 5 665 | 6,19 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 27 098 | −9,71 | 15 350 | −4,13 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10 712 | 0,26 | 6 088 | 6,55 | ||||
| 2025-08-26 | NP | TRMNX - T. Rowe Price Mid-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 566 | −46,35 | 321 | −43,06 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 1 325 | 0,00 | 751 | 6,23 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 122 014 | −1,64 | 69 118 | 4,44 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 1 030 | 6,63 | 583 | 13,20 | ||||
| 2025-07-18 | 13F | Cohen Klingenstein LLC | 800 | 0,00 | 453 | 6,34 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 225 | 0,00 | 694 | 6,13 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 1 792 | −71,68 | 1 015 | −71,83 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 660 | 0,00 | 374 | 5,97 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | 1 600 | 906 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 5 437 | −1,00 | 3 080 | 5,12 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 9 922 | 4,32 | 5 629 | 10,77 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 1 000 | −16,11 | 566 | −10,87 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 4 832 | −20,29 | 2 737 | −15,37 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | L & S Advisors Inc | 1 248 | −0,24 | 707 | 6,00 | ||||
| 2025-08-14 | 13F | Moore Capital Management, Lp | 633 725 | 73,18 | 358 993 | 83,90 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 18 911 | 2,37 | 10 713 | 8,97 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 227 | 129 | ||||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 1 107 | −9,19 | 627 | −3,54 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 492 | −13,53 | 279 | −8,25 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 77 255 | 11,63 | 43 740 | 18,46 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 471 | −0,14 | 833 | 6,11 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 17 211 | −0,15 | 9 750 | 6,03 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2 500 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 215 | 13,16 | 122 | 20,79 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 396 | 0,00 | 224 | 6,16 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 421 | −52,48 | 238 | −49,58 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tribune Investment Group LP | Call | 0 | −100,00 | 0 | ||||
| 2025-08-07 | 13F | Cumberland Advisors Inc | 44 702 | −7,71 | 25 323 | −2,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 21 391 | −1,71 | 12 138 | 4,40 | ||||
| 2025-08-13 | 13F | Whalerock Point Partners, Llc | 5 645 | 0,00 | 3 198 | 6,18 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 14 412 | 136,46 | 8 164 | 151,12 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3 615 | 320,35 | 2 048 | 347,16 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 440 | −5,98 | 249 | 0,00 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 531 | −12,09 | 301 | −6,83 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 1 416 | 0,14 | 803 | 6,37 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 1 988 | 0,00 | 1 126 | 6,23 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 17 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 41 988 | 40,75 | 23 785 | 49,46 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 4 404 | 2 495 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2 002 | −1,77 | 1 134 | 4,23 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 485 | 0,00 | 275 | 6,20 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 14 545 | −2,67 | 8 239 | 3,35 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 4 135 | 379,14 | 2 342 | 409,13 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 447 | 0,00 | 253 | 6,30 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 649 | 0,00 | 346 | −6,23 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 261 666 | −2,05 | 714 708 | 4,01 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 683 | −2,01 | 387 | 4,31 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 466 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 2 759 | −6,98 | 1 563 | −1,26 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 997 | −9,12 | 565 | −3,59 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1 338 | 3,88 | 758 | 10,33 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 61 808 | 0,16 | 35 124 | 6,43 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 14 217 | −0,81 | 8 054 | 5,30 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 11 088 | −2,43 | 6 281 | 3,60 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 43 | 0,00 | 25 | 4,35 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 739 | 428 | ||||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 17 136 | −10,99 | 9 707 | −5,48 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1 402 | −0,64 | 795 | 5,59 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 9 159 | 0,52 | 5 189 | 6,73 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5 630 | −10,49 | 3 189 | −4,95 | ||||
| 2025-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 544 | −6,53 | 308 | −0,65 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 88 255 | −0,06 | 49 995 | 6,12 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 332 | 0,00 | 188 | 6,21 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 192 | 0,00 | 102 | −6,42 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 2 002 | 0,70 | 1 134 | 6,98 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 1 165 | 0,00 | 660 | 6,12 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 490 | 5,60 | 278 | 12,15 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 300 | −94,55 | 170 | −94,24 | |||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 8 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 7 800 | 4 419 | |||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 377 | 215 | ||||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 575 | 0,00 | 326 | 6,21 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 1 349 | −12,69 | 764 | −7,28 | ||||
| 2025-07-15 | 13F | Maseco Llp | 241 | 137 | ||||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 16 625 | −0,92 | 9 418 | 5,21 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19 234 | −4,54 | 10 897 | 1,43 | ||||
| 2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 4 950 | −1,71 | 2 804 | 4,39 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 515 | 0,00 | 292 | 6,20 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 10 052 | −0,05 | 5 694 | 6,13 | ||||
| 2025-08-05 | 13F | Mirae Asset Securities (usa) Inc. | 55 382 | 31 373 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 218 | 0,08 | 690 | 6,16 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 4 200 | 0,00 | 2 379 | 6,21 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 430 | −9,28 | 244 | −3,95 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 1 457 | 157,88 | 825 | 174,09 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 1 308 | 4,81 | 741 | 11,28 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 562 | 0,00 | 318 | 6,35 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 2 565 | −8,49 | 1 453 | −2,81 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 13 | 0,00 | 7 | 16,67 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 887 | 0,00 | 502 | 6,13 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 12 | 0,00 | 7 | 0,00 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 200 | 113 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 3 151 | 0,00 | 1 785 | 6,19 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Ledyard National Bank | 647 | 0,00 | 367 | 6,09 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 14 580 | 2,06 | 8 259 | 8,37 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 170 | 15,77 | 2 362 | 22,96 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 589 | −0,17 | 334 | 6,05 |
