Grundläggande statistik
| Institutionella ägare | 379 total, 379 long only, 0 short only, 0 long/short - change of 1,60% MRQ |
| Genomsnittlig portföljallokering | 0.2910 % - change of −7,54% MRQ |
| Institutionella aktier (lång) | 23 285 906 (ex 13D/G) - change of −0,90MM shares −3,71% MRQ |
| Institutionellt värde (lång) | $ 1 812 091 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF (US:MDYV) har 379 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 23,285,906 aktier. Största aktieägare inkluderar Wealth Enhancement Advisory Services, Llc, NorthRock Partners, LLC, Financial Engines Advisors L.L.C., LPL Financial LLC, Stifel Financial Corp, Morgan Stanley, Benjamin Edwards Inc, Lutz Financial Services LLC, Financial Advisory Service, Inc., and AE Wealth Management LLC .
SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF (ARCA:MDYV) 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 84,24 / share. Previously, on September 16, 2024, the share price was 78,08 / share. This represents an increase of 7,89% 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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 285 | 0,00 | 181 | 2,84 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 100 | 0,00 | 8 | 0,00 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 4 242 | −3,53 | 327 | −7,39 | ||||
| 2025-08-05 | 13F | Burney Co/ | 2 586 | −24,16 | 205 | −21,76 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6 105 | −1,10 | 485 | 1,89 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 911 | 13,48 | 152 | 17,05 | ||||
| 2025-07-08 | 13F | Persium Advisors, LLC | 3 175 | 0,00 | 252 | 3,28 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 2 567 | −9,07 | 204 | −6,45 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 20 624 | 22,47 | 1 638 | 26,29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 13 | 1 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 4 526 | 0,38 | 359 | 3,46 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 21 | 0,00 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 108 014 | −8,32 | 8 580 | −5,49 | ||||
| 2025-05-09 | 13F | PrairieView Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 781 | −48,28 | 62 | −46,55 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 5 841 | −0,87 | 464 | 12,38 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 45 874 | 3,43 | 3 644 | 6,61 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 14 092 | 1,76 | 1 119 | 4,97 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 18 490 | 1,25 | 1 469 | 4,34 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 472 930 | 14,75 | 37 565 | 18,29 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 46 193 | 152,97 | 3 669 | 160,95 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 16 | −36,00 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 7 459 | 592 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 300 | −46,90 | 24 | −46,51 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 4 856 | 1,97 | 386 | 5,19 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 5 864 | 0,00 | 466 | 3,10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 368 | −89,55 | 1 538 | −89,23 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 82 905 | 2,26 | 6 585 | 5,43 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 177 | 0,00 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 17 080 | 25,89 | 1 357 | 29,76 | ||||
| 2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 15 746 | 12,65 | 1 251 | 16,06 | ||||
| 2025-05-14 | 13F | Note Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 99 136 | 2,14 | 7 874 | 5,30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 104 770 | 19,05 | 8 322 | 22,73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 89 687 | 31,45 | 7 124 | 35,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 418 | −1,94 | 430 | 1,18 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 153 601 | −1,25 | 12 201 | 1,80 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11 927 | 1,50 | 947 | 4,64 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 687 | 62,06 | 134 | 69,62 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 48 289 | −1,86 | 3 836 | 1,16 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 372 304 | 7,56 | 29 572 | 10,88 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 26 | 4,00 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12 953 | −12,15 | 1 029 | −13,03 | ||||
| 2025-08-01 | 13F | First National Trust Co | 358 855 | 5,24 | 28 504 | 8,49 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5 579 | −2,58 | 443 | 0,45 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 176 | 38,40 | 411 | 42,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 104 869 | 21,65 | 8 308 | 25,07 | ||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 701 235 | −0,39 | 55 699 | 2,69 | ||||
| 2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 3 812 | −8,37 | 303 | −5,62 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 7 800 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 21 628 | −1,33 | 1 719 | 1,84 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23 184 | −2,64 | 1 842 | 0,38 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6 210 | −11,58 | 493 | −8,87 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 5 658 | 1,80 | 449 | 5,65 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 22 208 | 42,02 | 1 764 | 46,51 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 18 861 | 1 558 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 7 000 | 0,00 | 556 | 3,15 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3 081 | −3,39 | 245 | −0,41 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4 230 | −5,62 | 336 | −2,90 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9 082 | 154,90 | 721 | 163,14 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 915 | −7,51 | 470 | −4,67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3 532 | −75,23 | 281 | −74,50 | ||||
| 2025-04-11 | 13F | CMC Financial Group | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 40 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 183 | 0,00 | 94 | 2,20 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 26 091 | 38,35 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5 025 | −2,35 | 387 | 5,18 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2 624 | −5,68 | 208 | −2,80 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 2 669 | 212 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9 091 | 0,00 | 722 | 3,14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 49 746 | −84,89 | 3 951 | −84,42 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 7 883 | 5,94 | 626 | 9,25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 842 491 | 25,99 | 66 919 | 29,88 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 19 906 | −10,60 | 1 581 | −8,03 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 9 593 | −2,02 | 762 | 0,93 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 3 101 | −5,83 | 246 | −2,77 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 84 799 | 19,12 | 6 736 | 22,81 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 818 | 0,00 | 65 | 1,59 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 4 848 | 0,00 | 385 | 3,22 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 9 444 | −46,88 | 750 | −45,22 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 18 315 | −0,97 | 1 455 | 2,04 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 114 | 0,00 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 152 171 | 7,50 | 12 212 | 11,97 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 580 | 12,63 | 761 | 16,03 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 141 | 11 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 310 | 0,00 | 25 | 4,35 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 4 677 | 60,61 | 371 | 65,63 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 452 | 0,00 | 36 | 2,94 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 10 359 | −1,60 | 838 | 3,08 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 700 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 227 | 75,90 | 495 | 82,29 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 958 | 76 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 2 652 | −3,88 | 211 | −0,94 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 478 | 0,42 | 38 | 5,56 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 579 | −40,80 | 46 | −40,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 6 898 | −3,12 | 548 | −0,18 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 90 842 | −0,78 | 7 216 | 2,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 114 111 | −32,65 | 9 | −30,77 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 2 704 | −1,02 | 215 | 1,90 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 12 526 | 0,00 | 995 | 3,01 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 15 347 | −7,96 | 1 219 | −5,14 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 6 210 | −11,58 | 493 | −8,87 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 57 343 | 4 555 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 723 | 13,86 | 57 | 18,75 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 45 366 | 43,13 | 3 603 | 47,54 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 102 071 | 6,85 | 8 107 | 10,15 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 8 696 | −2,89 | 691 | 0,15 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 9 100 | −33,85 | 723 | −31,82 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8 700 | −52,46 | 691 | −50,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 271 959 | 12,30 | 21 602 | 15,77 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 358 986 | 1,64 | 28 514 | 4,78 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 153 866 | 7,97 | 12 | 20,00 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 70 934 | −4,48 | 5 634 | −1,52 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 121 | −60,97 | 10 | −60,87 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3 981 | 0,89 | 316 | 3,95 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10 352 | −17,98 | 822 | −15,08 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4 644 | −29,76 | 369 | −27,70 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4 558 | −1,11 | 362 | 1,97 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 28 250 | −24,67 | 2 250 | −22,39 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 62 535 | 18,86 | 4 967 | 22,55 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 323 016 | 11,16 | 25 657 | 14,59 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 499 | 0,00 | 40 | 2,63 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 531 | 0,00 | 42 | 5,00 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 4 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2 538 | −4,15 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 229 | 0,00 | 18 | 5,88 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3 456 | 0,00 | 275 | 3,01 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 118 673 | −0,61 | 9 426 | 2,46 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 14 883 | −24,67 | 1 182 | −22,34 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 14 876 | −2,51 | 1 182 | 0,51 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 140 800 | 32,62 | 11 186 | 37,29 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 57 | 5 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 24 459 | −0,01 | 1 943 | 3,08 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20 305 | −45,36 | 1 613 | −43,70 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 627 | 0,48 | 50 | 2,08 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 19 360 | −2,34 | 1 538 | 0,65 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5 301 | −83,30 | 421 | −82,79 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 33 117 | 43,28 | 2 633 | 55,10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 88 202 | −5,21 | 7 006 | −2,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19 441 | −21,57 | 1 544 | −19,12 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 49 457 | 131,89 | 4 | 200,00 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 11 764 | −0,41 | 934 | 2,64 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 357 | 0,00 | 187 | 3,31 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6 603 | −5,24 | 524 | −2,24 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 396 | 36,08 | 31 | 40,91 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 31 577 | −2,60 | 2 508 | 0,44 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3 250 | 20,10 | 258 | 24,04 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 8 580 | 3,54 | 682 | 6,74 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25 487 | 3,78 | 2 024 | 6,98 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 364 | −37,12 | 267 | −35,19 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 51 115 | −1,10 | 4 060 | 1,96 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10 275 | 6,79 | 817 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 93 | 0,00 | 7 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 272 842 | −9,80 | 187 032 | −3,66 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 5 702 | 0,00 | 453 | 2,96 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 020 | 19,72 | 81 | 24,62 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 333 | 0,00 | 26 | 4,00 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 3 565 | −6,18 | 283 | −3,08 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 28 240 | 0,90 | 2 298 | 11,23 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 41 129 | 7,13 | 3 267 | 10,41 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 6 800 | 3,50 | 557 | 10,08 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 204 | −1,20 | 255 | 2,01 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 31 088 | 4,65 | 2 469 | 7,91 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 50 347 | −24,04 | 3 999 | −21,68 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 174 | 5,98 | 252 | 9,57 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 196 840 | −6,34 | 15 635 | −3,44 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 282 007 | 5,32 | 22 400 | 8,57 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 53 576 | −3,03 | 4 256 | −0,02 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23 785 | 21,42 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 40 440 | −5,70 | 3 212 | −2,78 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 7 073 | 562 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 129 | 0,00 | 10 | 11,11 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 4 792 | 0,00 | 381 | 2,98 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 35 | 3 | ||||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 21 062 | 10,19 | 1 673 | 13,66 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 5 279 | −0,02 | 419 | 3,20 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 154 | 0,00 | 13 | 9,09 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 23 037 | −2,63 | 1 830 | 0,38 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 196 259 | 3,78 | 15 589 | 6,99 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 3 467 | 276 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 61 | 177,27 | 5 | 300,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8 425 | −80,66 | 669 | −80,07 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 102 | 0,00 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 73 872 | −1,05 | 5 868 | 2,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 209 018 | −16,28 | 16 602 | −13,69 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4 271 | −28,12 | 339 | −25,82 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 990 | 0,00 | 237 | 3,04 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 69 290 | 0,00 | 5 504 | 3,09 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 41 449 | 0,98 | 3 292 | 4,11 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 70 629 | −7,46 | 5 610 | −4,59 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 209 | 0,00 | 17 | 0,00 | ||||
| 2025-05-02 | 13F | BIP Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1 871 | −0,80 | 149 | 2,07 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 222 564 | −1,53 | 17 678 | 1,52 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2 973 | 236 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 989 | 488,69 | 79 | 550,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 120 | −48,28 | 10 | −47,06 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 2 546 | 202 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 32 | 3 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 77 | 6 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 4 308 | −4,31 | 342 | −1,16 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 538 | 5,76 | 360 | 4,96 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 327 | 0,31 | 26 | 4,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 561 | 33,62 | 283 | 37,56 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 18 530 | −7,65 | 1 472 | −4,85 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 440 | −87,84 | 273 | −87,47 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 300 | 0,00 | 24 | 0,00 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 4 231 | −3,56 | 337 | −0,30 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 714 877 | 26,16 | 56 783 | 30,05 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 308 171 | 26,37 | 24 478 | 30,27 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 5 409 | 38,30 | 430 | 42,52 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 5 111 | 0,00 | 406 | 3,05 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 50 495 | 0,14 | 4 011 | 3,22 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 12 785 | −7,65 | 1 015 | −0,68 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 21 005 | −23,88 | 1 668 | −21,54 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 246 184 | −5,69 | 19 554 | −2,77 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 6 519 | 0,03 | 518 | 2,99 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 3 774 | −3,82 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16 667 | −12,40 | 1 284 | −15,80 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 3 395 | 0,00 | 270 | 3,07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7 651 | 34,58 | 608 | 38,58 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5 935 | 6,11 | 471 | 9,53 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 5 052 | 0,00 | 401 | 3,08 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10 308 | 0,29 | 819 | 3,41 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 655 | −42,64 | 211 | −41,01 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 3 090 | 245 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 17 295 | 0,00 | 1 374 | 3,08 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14 192 | −14,85 | 1 127 | −12,23 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 287 112 | −0,29 | 102 235 | 2,79 | ||||
| 2025-08-08 | 13F | Creative Planning | 19 093 | 1,62 | 1 517 | 4,77 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 722 | 1,00 | 216 | 4,35 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 8 992 | 0,00 | 693 | 0,00 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 33 813 | 5,89 | 2 686 | 9,15 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 266 | 0,00 | 21 | 5,00 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 76 149 | −0,29 | 6 049 | 2,79 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 126 115 | 0,22 | 10 017 | 3,31 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 281 | 0,00 | 22 | 4,76 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 7 802 | 1,93 | 620 | 5,09 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 33 429 | −1,80 | 2 655 | 1,26 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 2 755 | 0,51 | 219 | 3,32 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 332 | 0,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 5 132 | 0,55 | 408 | 3,56 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 311 | 125,36 | 25 | 140,00 | ||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 217 | 0,46 | 17 | 6,25 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 3 245 | −0,95 | 258 | 1,98 | ||||
| 2025-05-12 | 13F | Oak Harbor Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 10 364 | 23,91 | 823 | 27,80 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 10 815 | 0,00 | 859 | 3,12 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 3 984 | −0,05 | 316 | 2,93 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 | 0 | ||||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 124 943 | −19,83 | 9 924 | −17,36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 123 000 | 7,56 | 9 756 | 10,67 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19 994 | 3,29 | 1 588 | 6,51 | ||||
| 2025-05-15 | 13F | Baird Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wrapmanager Inc | 8 031 | 4,57 | 638 | 7,78 | ||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 59 131 | 4,06 | 4 697 | 7,26 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 28 | −87,72 | 2 | −88,24 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 3 391 | −0,93 | 269 | 2,28 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 135 364 | −8,36 | 10 752 | −5,54 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 679 | 376,69 | 213 | 393,02 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 59 743 | −0,70 | 4 745 | 2,37 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 31 805 | −1,79 | 2 526 | 1,24 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 19 734 | −0,57 | 1 567 | 2,49 | ||||
| 2025-07-17 | 13F | KWB Wealth | 117 493 | −34,76 | 9 053 | −37,33 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 10 448 | 0,00 | 830 | 2,98 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 6 670 | 15,12 | 530 | 18,61 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 205 712 | −38,39 | 16 340 | −36,48 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 41 | 3 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 11 677 | 0,00 | 928 | 3,11 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 3 102 | 1,21 | 246 | 4,24 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 2 708 | −11,15 | 215 | −8,12 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 22 625 | −0,40 | 1 797 | 2,69 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 555 840 | −7,56 | 44 150 | −4,71 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 2 887 | 0,52 | 229 | 3,62 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 372 | 268 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 12 264 | 0,43 | 974 | 3,62 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 6 806 | −1,85 | 541 | 1,12 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 452 | 0,00 | 36 | 16,67 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 886 | −9,42 | 229 | −6,53 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 690 | 7,14 | 55 | 10,20 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 23 714 | −6,26 | 1 884 | −3,39 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 92 410 | 4,18 | 7 340 | 7,40 | ||||
| 2025-07-14 | 13F | Friday Financial | 4 559 | −7,38 | 362 | −5,97 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 523 | 0,33 | 121 | 3,45 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 5 763 | 0,00 | 458 | 2,93 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 2 294 | 0,48 | 182 | 4,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 63 | 0,00 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 478 833 | −2,72 | 38 034 | 0,28 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 569 021 | 1,97 | 45 197 | 5,12 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 6 445 | 0,00 | 512 | 3,02 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 817 | 0,00 | 65 | 3,23 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 6 779 | 0,46 | 1 | |||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 24 928 | 4,36 | 1 921 | 0,26 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 3 095 | 0,00 | 246 | 2,94 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 56 969 | −12,75 | 4 525 | −10,06 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 29 591 | −1,72 | 2 350 | 1,34 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5 117 | 23,42 | 406 | 27,27 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5 339 | −5,27 | 438 | 5,81 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 16 699 | −18,42 | 1 326 | −15,92 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 265 | 21 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 154 | 102,63 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 193 | 0,52 | 15 | 7,14 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 29 109 | 153,72 | 2 312 | 161,83 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 100 | 0,00 | 8 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 519 | −10,05 | 41 | −6,82 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 45 | 0,00 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 5 402 | 429 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 132 360 | −0,98 | 10 513 | 2,09 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 159 | 2,60 | ||||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 6 959 | 0,00 | 536 | 0,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 48 575 | 3,36 | 4 027 | 14,47 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 2 739 | 0,00 | 218 | 2,84 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 5 762 | 0,00 | 458 | 3,16 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 122 769 | −8,72 | 9 752 | −5,91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 705 | −21,28 | 0 | |||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 86 554 | 6 875 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 125 | 0,00 | 10 | 0,00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 9 194 | 0,00 | 730 | 3,11 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 11 882 | 235,18 | 944 | 245,42 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 3 953 | −8,35 | 314 | −5,72 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6 166 | 0,00 | 490 | 2,95 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 83 | 0,00 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77 880 | −61,44 | 6 186 | −60,25 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 4 647 | 0,43 | 369 | 3,65 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 588 546 | 5,80 | 46 748 | 9,07 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 | −88,89 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 106 | −16,54 | 8 | −11,11 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 55 689 | −0,05 | 4 423 | 3,05 | ||||
| 2025-08-14 | 13F | UBS Group AG | 46 581 | −3,48 | 3 700 | −0,51 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 275 | 0,36 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 4 357 | 0 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 10 797 | 0,04 | 858 | 3,13 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 158 | 0,00 | 13 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 412 | 271 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 31 533 | −3,03 | 2 505 | −0,04 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 1 | 0,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 14 992 | −1,58 | 1 191 | 1,45 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 10 721 | 0,73 | 826 | −7,19 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 278 533 | 1,17 | 22 124 | 4,29 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 16 588 | −8,38 | 1 318 | −5,59 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 17 623 | 26,65 | 1 400 | 30,50 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 53 613 | −8,21 | 4 258 | −8,25 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 43 449 | 20,37 | 3 451 | 24,09 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5 611 | 4,33 | 446 | 7,49 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5 800 | 20,96 | 461 | 24,66 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 975 | 0,52 | 77 | 4,05 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 7 724 | −3,50 | 595 | −3,41 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2 081 | 0,14 | 165 | 3,13 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 11 150 | 2,78 | 886 | 5,99 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 215 566 | −0,24 | 17 122 | 2,84 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 40 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 83 064 | 43,96 | 6 598 | 48,41 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 180 | 0,00 | 14 | 7,69 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 41 504 | −66,34 | 3 297 | −65,31 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 152 | 0,66 | 12 | 9,09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 58 738 | −13,61 | 4 666 | −10,92 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 210 | 0,00 | 17 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 427 | −98,76 | 34 | −98,80 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 12 936 | −1,91 | 1 028 | 1,08 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 310 588 | 11,73 | 24 670 | 15,18 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 5 230 | 0,40 | 415 | 3,49 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 800 | 64 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 106 | 88 | ||||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 396 825 | −0,67 | 31 520 | 2,39 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 741 | 0,00 | 59 | 1,75 | ||||
| 2025-05-27 | 13F | Jacobi Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 223 | 0,00 | 18 | 0,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 274 | 0,00 | 22 | 0,00 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 26 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 433 | 9,21 | 352 | 12,82 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 17 870 | 11,92 | 1 464 | 18,64 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 118 | 9 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 462 | −23,68 | 196 | −21,37 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 369 003 | 3,07 | 108 740 | 6,25 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5 742 | −12,51 | 456 | −9,70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 152 886 | 86,70 | 12 | 100,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 23 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 12 873 | 0,26 | 1 023 | 3,34 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 19 727 | −3,97 | 1 567 | −1,01 | ||||
| 2025-08-14 | 13F | Acas, Llc | 4 310 | −7,67 | 356 | 3,49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 737 563 | 1,80 | 58 585 | 4,95 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 173 | 10,25 | 729 | 13,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 081 722 | −4,79 | 85 921 | −1,85 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 17 300 | −26,62 | 1 384 | −20,69 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 9 100 | 38,40 | 723 | 42,69 |
