Grundläggande statistik
| Institutionella ägare | 501 total, 501 long only, 0 short only, 0 long/short - change of 4,37% MRQ |
| Genomsnittlig portföljallokering | 0.7009 % - change of 4,15% MRQ |
| Institutionella aktier (lång) | 51 590 057 (ex 13D/G) - change of 3,70MM shares 7,73% MRQ |
| Institutionellt värde (lång) | $ 6 516 379 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard World Fund - Vanguard Mega Cap Value ETF (US:MGV) har 501 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 51,590,057 aktier. Största aktieägare inkluderar Assetmark, Inc, Bank Of America Corp /de/, Morgan Stanley, Ameriprise Financial Inc, UBS Group AG, Envestnet Asset Management Inc, Pnc Financial Services Group, Inc., Advisor Group Holdings, Inc., LPL Financial LLC, and Wells Fargo & Company/mn .
Vanguard World Fund - Vanguard Mega Cap Value ETF (ARCA:MGV) 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 16, 2025 is 136,29 / share. Previously, on September 17, 2024, the share price was 127,17 / share. This represents an increase of 7,17% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 2 171 | 0,00 | 285 | 1,79 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 635 | −1,83 | 875 | 0,57 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 87 658 | 29,24 | 11 560 | 32,30 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 645 | 97,66 | 609 | 117,50 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 6 106 | 0,00 | 801 | 1,78 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 190 | 25 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 29 540 | −0,94 | 3 876 | 0,89 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 9 397 | 0,00 | 1 233 | 1,82 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 13 410 | −2,07 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6 073 | 797 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 40 883 | 32,45 | 5 364 | 34,88 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 355 | 0,00 | 47 | 2,22 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 128 | 0,00 | 17 | 0,00 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 3 290 | 0,00 | 432 | 1,89 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 5 082 | 6,16 | 678 | 9,90 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 21 551 | 28,96 | 2 828 | 31,31 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 865 | 0,00 | 376 | 1,63 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 1 677 | 0,00 | 220 | 1,85 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64 206 | 62,27 | 8 427 | 67,34 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 3 636 | 477 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8 496 | 1 002 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 7 663 | 2,31 | 1 005 | 4,15 | ||||
| 2025-07-31 | 13F | City State Bank | 100 | 0,00 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 34 595 | 0,03 | 4 539 | 1,86 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 1 755 | 128,81 | 230 | 134,69 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 16 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 41 225 | 26,99 | 5 409 | 29,32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 2 100 | 950,00 | 276 | 1 000,00 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3 439 | −39,11 | 451 | −37,96 | ||||
| 2025-08-28 | NP | WMKTX - WesMark Tactical Opportunity Fund | 37 341 | 0,00 | 4 899 | 1,83 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 2 427 | −53,55 | 318 | −52,75 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 652 | 14,22 | 1 266 | 16,36 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 474 | −9,46 | 193 | −7,66 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 3 471 | −46,99 | 455 | −46,03 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 4 158 | 207,32 | 546 | 213,22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 855 215 | 29,30 | 112 204 | 31,67 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 746 | 10,45 | 1 016 | 12,51 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 48 616 | 1,47 | 6 378 | 3,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 145 427 | 0,63 | 19 080 | 2,48 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 189 | 0,46 | 287 | 2,50 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 11 647 | 0,00 | 1 528 | 1,87 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 5 315 | 0,00 | 697 | 1,90 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 13 000 | 9,23 | 1 706 | 11,22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 1 545 | 203 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 979 | 16 216,67 | 128 | −18,99 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5 776 | 758 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 5 446 | −4,76 | 715 | −2,99 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 236 | 3,92 | 1 081 | 5,78 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 090 | 0,00 | 799 | 1,79 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5 210 | 0,97 | 684 | 2,86 | ||||
| 2025-05-02 | 13F | Apollon Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1 200 | 0,00 | 157 | 1,95 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 22 965 | 0,00 | 3 013 | 1,86 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 10 098 | 5,12 | 1 325 | 7,47 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 8 498 | −2,74 | 1 115 | −0,98 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 28 786 | −7,33 | 3 777 | −5,65 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 27 454 | 0,00 | 3 602 | 1,84 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 1 557 | 0,00 | 204 | 2,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 188 | 100,00 | 25 | 100,00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 13 058 | −23,74 | 1 713 | −22,35 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1 962 | −6,30 | 257 | −4,46 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 20 155 | 0,17 | 2 644 | 2,01 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 41 834 | 26,53 | 5 390 | 24,92 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 52 294 | 6 861 | ||||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 1 696 | −10,55 | 222 | −9,02 | ||||
| 2025-08-12 | 13F | Bokf, Na | 30 | −33,33 | 4 | −40,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 12 551 | 4,31 | 1 647 | 6,19 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 2 054 | −5,87 | 270 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 100 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4 666 | 0,00 | 612 | 1,83 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 15 479 | 0,00 | 2 031 | 1,81 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 5 186 | 9,50 | 680 | 11,48 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 2 099 | 0,00 | 278 | 2,59 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1 910 | 251 | ||||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 7 126 | −1,86 | 941 | 7,18 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 132 914 | −13,28 | 17 438 | −11,69 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 17 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4 904 | 2,44 | 643 | 4,38 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 32 212 | −2,02 | 4 226 | −0,21 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 87 | 0,00 | 11 | 0,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 354 | −4,32 | 46 | 2,22 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 2 732 | 0,00 | 358 | 1,99 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 729 | 3,82 | 752 | 5,77 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 25 505 | 0,00 | 3 346 | 1,83 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 459 429 | 4,72 | 60 | 7,14 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4 463 | 29,18 | 591 | 32,81 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 47 019 | 3,20 | 6 169 | 5,08 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 221 | 29 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 18 335 | −0,02 | 2 406 | 7,13 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 89 617 | −5,40 | 11 758 | −3,66 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 8 877 | −75,24 | 1 165 | −71,73 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 87 981 | 93,59 | 11 543 | 97,15 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 100 858 | 17,17 | 13 233 | 19,31 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 6 750 | −10,36 | 886 | −8,76 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 220 | 0,00 | 29 | 0,00 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 102 959 | 0,01 | 14 | 0,00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 4 720 | 2 095,35 | 619 | 2 192,59 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 152 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 283 770 | 0,47 | 37 231 | 2,31 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 37 775 | 96,20 | 4 956 | 99,84 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 25 044 | −83,24 | 3 286 | −82,94 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 17 099 | −2,91 | 2 243 | −1,15 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 2 145 | 0,00 | 281 | 1,81 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 743 113 | 2,50 | 228 634 | 4,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 059 983 | 5,91 | 401 470 | 7,85 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 83 305 | −3,99 | 11 | −9,09 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 45 | 0,00 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 093 | 0,00 | 143 | 2,14 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 5 597 | −3,90 | 734 | −2,13 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 3 370 | 307,00 | 442 | 309,26 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 5 230 | 0,00 | 686 | 1,93 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 615 210 | −0,13 | 80 716 | 1,70 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 2 610 | 36,29 | 342 | 39,02 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 5 410 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8 107 | 1,02 | 1 064 | 2,80 | ||||
| 2025-04-11 | 13F | Prospect Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 630 | 0,00 | 83 | 1,23 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 589 | 685,33 | 77 | 755,56 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 117 739 | 19,91 | 15 | 25,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 553 | 0,00 | 73 | 1,41 | ||||
| 2025-05-01 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2 603 | 0,00 | 342 | 1,79 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 27 869 | 142,55 | 3 656 | 147,03 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 125 263 | −0,24 | 16 520 | 2,11 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 138 | 18 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 26 263 | 3,06 | 3 451 | 4,26 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 4 412 | −1,67 | 579 | 0,00 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 3 716 | −2,49 | 488 | −0,81 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1 553 | 0,00 | 204 | 1,50 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 642 | −0,65 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 44 | 6 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 2 835 | 372 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 8 854 | 12,09 | 1 162 | 14,16 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 47 224 | −26,39 | 6 196 | −25,05 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 52 803 | 0,09 | 6 928 | 1,91 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 2 353 | 309 | ||||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 29 788 | 3,63 | 3 908 | 5,54 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 730 | 3,41 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 12 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 3 785 | −6,38 | 497 | −4,62 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 13 609 | 0,83 | 1 786 | 2,70 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3 342 | 0,00 | 438 | 1,86 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 660 | 690,48 | 218 | 703,70 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 38 008 | −1,52 | 4 987 | 0,28 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 11 062 | 0,00 | 1 451 | 1,82 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 253 | 33 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 22 442 | −0,54 | 2 944 | 1,27 | ||||
| 2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 136 252 | 36,21 | 17 876 | 38,70 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 72 738 | 9 543 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2 590 | 0,04 | 340 | 2,10 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 114 850 | 37,63 | 15 101 | 40,45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4 886 | 0,00 | 641 | 1,91 | ||||
| 2025-08-08 | 13F | Creative Planning | 103 368 | −0,20 | 13 562 | 1,63 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 34 790 | 0,74 | 4 564 | 2,58 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 3 929 | 0,00 | 515 | 5,97 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 692 | −15,27 | 222 | −13,62 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 51 615 | 28,60 | 6 772 | 30,94 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 34 611 | 2,40 | 5 | 0,00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 36 923 | −0,57 | 4 844 | 1,25 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 6 667 | 0,00 | 875 | 1,86 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 435 | −1,03 | 188 | 1,08 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 27 979 | 0,03 | 3 671 | 1,86 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 208 | 0,00 | 27 | 3,85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 319 531 | −1,84 | 41 923 | −0,04 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 88 890 | 7,91 | 11 662 | 9,88 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1 706 | 224 | ||||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 167 823 | −1,20 | 22 018 | 0,62 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 148 | 0,00 | 1 200 | 1,87 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 69 930 | 1,58 | 9 175 | 3,49 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 507 | 10,34 | 329 | 15,90 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 3 306 | 0,00 | 434 | 5,35 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 24 852 | −3,40 | 3 261 | −1,63 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 332 | −29,93 | 306 | −28,74 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5 433 | 0,00 | 717 | 2,29 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 7 354 | 0,00 | 965 | 1,80 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 1 613 | 0,00 | 213 | 2,42 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 600 060 | −12,32 | 78 728 | −10,72 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Planning Directions Inc | 46 919 | −0,10 | 6 156 | 1,72 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5 411 | −44,95 | 710 | −44,00 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 4 074 | 535 | ||||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 197 592 | 5,15 | 25 924 | 7,08 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2 265 | 11,85 | 0 | |||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 2 024 | 0,00 | 266 | 5,58 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 177 487 | −5,53 | 23 286 | −3,80 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 3 332 | 0,00 | 437 | 1,63 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 55 664 | 33,17 | 6 931 | 28,71 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 519 | 129,45 | 1 643 | 133,90 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 355 | 0,00 | 47 | 2,22 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5 847 | −7,72 | 742 | −2,62 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 210 | 0,00 | 28 | 0,00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 12 223 | 194,32 | 1 604 | 199,63 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 4 102 | 538 | ||||||
| 2025-07-21 | 13F | Capital Planning LLC | 58 964 | −46,05 | 7 776 | −44,77 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 3 370 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 10 700 | 0,00 | 1 404 | 1,81 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11 828 | −3,95 | 1 552 | −2,21 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 102 710 | 0,69 | 13 488 | 2,53 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 2 234 | 1,82 | 293 | 3,90 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 2 135 | −2,02 | 261 | −4,04 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 444 | 0,00 | 58 | 1,75 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 6 681 | 0,00 | 877 | 1,86 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 165 | 0,00 | 22 | 0,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 8 820 | 1 163 | ||||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 33 198 | −5,98 | 4 356 | −4,26 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 1 978 | −39,57 | 260 | −38,48 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2 428 | 32,10 | 320 | 35,59 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 83 244 | 5,49 | 10 922 | 7,43 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 6 630 | 0,00 | 870 | 1,76 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 15 656 | 13,65 | 2 073 | 21,81 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 2 100 | −0,94 | 276 | 0,73 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1 937 | 254 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 341 | 0,00 | 45 | 2,33 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 2 496 | 0,00 | 322 | 3,22 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 248 | 58,98 | 164 | 61,39 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12 549 | 24,54 | 1 646 | 26,81 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 6 431 | 20,61 | 844 | 24,52 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 703 | −22,66 | 223 | −21,20 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 20 077 | 13,95 | 2 634 | 16,04 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9 898 | 46,31 | 1 275 | 51,07 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2 034 | 16,36 | 267 | 18,22 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 8 219 | 0,05 | 1 078 | 1,89 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 63 753 | 6,34 | 8 364 | 9,61 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2 695 | 10,41 | 354 | 12,42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 27 832 | 3,24 | 3 652 | 5,13 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 15 359 | −5,93 | 2 015 | −4,18 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 35 024 | −5,99 | 4 595 | −4,25 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10 853 | 0,78 | 1 424 | 2,60 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 157 | 0,00 | 21 | 0,00 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | −45,14 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 636 | −6,50 | 1 920 | −4,76 | ||||
| 2025-07-29 | 13F | Creekside Partners | 5 544 | 0,00 | 727 | 1,82 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1 641 | 0,00 | 215 | 1,90 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 1 597 | 0,00 | 210 | 1,95 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9 396 | 5,31 | 1 233 | 7,22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 110 609 | 3,30 | 14 512 | 5,18 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 2 822 | 0,00 | 372 | 2,48 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 21 143 | 28,85 | 2 774 | 31,17 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 132 | 0,00 | 17 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 149 110 | 37,63 | 19 563 | 40,16 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 983 | 5,56 | 391 | 8,91 | ||||
| 2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 704 352 | 4,59 | 92 411 | 6,51 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 2 202 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6 313 | −0,25 | 828 | 1,60 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 1 886 | 0,00 | 247 | 2,07 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 100 663 | −1,00 | 13 207 | 0,82 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 141 057 | 18 507 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 207 742 | 0,98 | 27 266 | 4,12 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 18 629 | 0,00 | 2 444 | 1,83 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 120 | −10,61 | 147 | −9,32 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 3 006 | 0,00 | 394 | 1,81 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 55 956 | 18,77 | 7 341 | 20,96 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 1 863 | −11,41 | 246 | −9,26 | ||||
| 2025-05-06 | 13F | Vestor Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 21 193 | −17,85 | 2 781 | −15,32 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 21 916 | 299,78 | 2 875 | 307,22 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 2 000 | 0,00 | 262 | 1,95 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 18 307 | 0,40 | 2 414 | 2,77 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9 315 | 5,70 | 1 222 | 7,67 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 293 | 39 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 9 360 | −8,31 | 1 228 | −6,69 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56 249 | −0,18 | 7 380 | 1,64 | ||||
| 2025-05-15 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 947 | −0,78 | 649 | 0,93 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 12 | 0,00 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 169 686 | −0,57 | 22 263 | 1,25 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7 189 | 4,57 | 943 | 6,55 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3 129 | −0,22 | 411 | 1,49 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 3 945 | 0,00 | 518 | 1,77 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 50 | 0,00 | 7 | 0,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 148 | 0,00 | 19 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 978 647 | 0,17 | 128 398 | 2,01 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 26 824 | −1,14 | 3 519 | 0,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 167 | 4,92 | 1 596 | 6,83 | ||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 2 743 | 15,20 | 360 | 17,32 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 54 038 | −4,87 | 7 090 | −3,13 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 2 091 | 274 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 008 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 706 | 0,00 | 93 | 2,22 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 823 | 29,84 | 895 | 32,20 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 297 | 38 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 14 841 | 5,52 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 203 743 | 0,29 | 26 731 | 2,13 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 61 764 | −5,99 | 8 103 | −4,27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 203 281 | −0,31 | 26 671 | 1,51 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 314 034 | 8,58 | 41 276 | 10,76 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 880 | 0,00 | 247 | 1,65 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 2 922 | 0,00 | 383 | 1,86 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 485 | 0,00 | 64 | 1,61 | ||||
| 2025-07-11 | 13F | Bell Bank | 3 923 | 1,82 | 515 | 3,63 | ||||
| 2025-05-15 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 60 986 | −18,41 | 8 001 | −16,92 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 23 869 | 4,29 | 3 132 | 6,21 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 75 450 | 0,20 | 9 899 | 2,04 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2 159 | 0,00 | 283 | 1,80 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 15 247 | −1,10 | 2 000 | 0,70 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 17 | −67,31 | 2 | −66,67 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 363 074 | 2,73 | 47 635 | 4,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 16 556 | 189,39 | 2 172 | 194,71 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 4 960 | 0,00 | 651 | 1,72 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 473 602 | −3,06 | 62 137 | −1,28 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 2 266 | 6,54 | 297 | 8,39 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 690 | −2,66 | 878 | −0,90 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 619 | 0,00 | 344 | 1,78 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 433 | −5,54 | 582 | −3,81 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 13 449 | −8,83 | 1 787 | −5,95 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 30 217 | 123,27 | 3 966 | 127,54 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 34 671 | 33,03 | 4 549 | 35,48 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 316 435 | 41 516 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 13 774 | −6,25 | 1 775 | −3,32 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 8 | 0,00 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 2 775 | 0,00 | 364 | 1,96 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20 564 | 2,21 | 2 698 | 4,13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11 139 | −2,16 | 1 462 | 0,83 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 15 162 | 49,79 | 1 989 | 52,53 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 2 889 | 0,00 | 379 | 1,88 | ||||
| 2025-08-14 | 13F | Wallace Hart LLC | 1 011 | 133 | ||||||
| 2025-08-14 | 13F | Bank Of Hawaii | 16 206 | −3,02 | 2 126 | −1,25 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 3 500 | 0,00 | 459 | 2,00 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 168 124 | 1,59 | 22 058 | 3,45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 987 | −17,30 | 523 | −15,78 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 39 452 | 0,00 | 5 203 | 2,36 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 4 990 | −23,23 | 655 | −21,86 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 3 574 | −0,42 | 469 | 10,64 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 618 | −2,83 | 81 | 0,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 4 265 | 9,92 | 560 | 12,02 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 46 357 | −1,11 | 6 082 | 0,70 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 3 630 | 0,00 | 476 | 1,93 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 6 804 | 1 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 617 | −36,07 | 868 | −34,69 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 514 | 0,00 | 330 | 1,86 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 78 059 | 4,49 | 10 412 | 8,19 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 125 779 | 0,18 | 16 502 | 2,02 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 17 244 | 2 262 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 164 962 | −1,59 | 21 643 | 0,21 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 296 | −4,77 | 564 | −3,10 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 2 202 | −2,13 | 289 | −0,35 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 5 181 | 3,58 | 680 | 5,43 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 5 336 | 0,00 | 700 | 1,89 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 2 867 | 0,00 | 376 | 1,90 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 36 450 | 1,67 | 4 782 | 3,55 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 163 407 | −5,36 | 21 439 | −3,62 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 136 | −50,00 | 18 | −51,43 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 108 895 | 1,43 | 14 287 | 3,29 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 199 187 | −0,08 | 26 133 | 4,95 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 809 | −39,34 | 1 024 | −38,24 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 163 716 | 2,91 | 21 590 | 5,33 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 18 451 | −1,37 | 2 421 | 0,41 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 69 474 | 52,69 | 9 115 | 55,48 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 245 | 29 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 957 879 | 34,76 | 125 674 | 37,23 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 1 978 | 0,00 | 260 | 1,97 | ||||
| 2025-08-08 | 13F | Allianz Se | 87 | 0,00 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3 187 | 418 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 5 550 | −6,20 | 728 | −4,46 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 38 572 | 0,52 | 5 061 | 2,35 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 405 | −0,98 | 53 | 1,92 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 319 738 | −4,84 | 173 104 | −3,12 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 13 827 | 2,03 | 1 814 | 3,89 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 2 059 | −8,41 | 270 | −6,57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 15 182 180 | 2,55 | 1 991 902 | 4,43 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 107 168 | 4,43 | 14 060 | 6,35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 326 378 | 5,73 | 42 821 | 7,66 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2 906 | 7,95 | 381 | 10,12 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 057 | 9,99 | 795 | 11,99 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 843 | 0,00 | 109 | 9,09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8 100 | −64,47 | 1 063 | −63,84 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 324 804 | 1,86 | 43 | 2,44 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 298 | −4,49 | 39 | −2,50 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 2 242 | 14,92 | 294 | 17,13 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 117 | 0,00 | 278 | 2,21 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 105 | 0,00 | 14 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 40 621 | 18,49 | 5 330 | 20,65 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 53 127 | 1,19 | 6 970 | 3,05 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 1 765 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2 716 | 0,00 | 356 | 2,01 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 3 156 | −9,44 | 414 | −6,55 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 229 | 30 | ||||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 2 702 | 0,00 | 355 | 1,72 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 24 710 | −0,99 | 3 242 | 0,84 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 225 025 | 67,23 | 29 523 | 70,30 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 068 | −89,78 | 271 | −89,60 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 20 941 | 3 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 77 | 0,00 | 10 | 0,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5 474 | 0,51 | 723 | 3,14 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 791 | −11,32 | 497 | −9,64 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 105 688 | −13,13 | 13 939 | −11,07 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 2 865 | 0,00 | 376 | 1,63 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 3 147 | 11,52 | 413 | 14,76 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 114 168 | 14 979 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 3 592 | 11,38 | 471 | 13,49 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 1 634 | 0,62 | 214 | 2,39 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 111 079 | 1,05 | 14 574 | 2,89 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 881 650 | 23,73 | 115 672 | 25,99 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 819 | 88,13 | 499 | 90,80 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 860 | 0,00 | 113 | 1,82 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 14 978 | −4,67 | 2 | −50,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 091 | 0,00 | 274 | 1,86 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 147 240 | 493,06 | 19 318 | 504,03 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 24 084 | 47,19 | 3 160 | 49,86 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 9 157 | 10,83 | 1 201 | 12,88 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 10 356 | −6,19 | 1 359 | −4,50 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 1 926 | 0,52 | 253 | 2,44 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 3 234 | 0,00 | 424 | 1,92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 099 774 | 557,81 | 142 255 | 560,26 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4 185 | 63,48 | 549 | 66,87 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8 813 | 0,00 | 1 156 | 1,85 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 481 | 45,50 | 719 | 48,25 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 16 476 | 0,00 | 2 162 | 1,84 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 1 752 | −69,29 | 226 | −68,40 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2 975 | 0,00 | 390 | 1,83 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 760 | 756 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9 036 | 0,00 | 1 192 | 2,32 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 80 | 0,00 | 10 | 0,00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 31 | 0,00 | 4 | 33,33 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 1 768 | 0,00 | 232 | 1,76 | ||||
| 2025-08-13 | 13F | Financial Avengers, Inc. | 101 | 0,00 | 13 | 8,33 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29 747 | 0,70 | 3 903 | 2,55 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 1 596 | −56,39 | 209 | −55,63 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 24 857 | 0,60 | 3 261 | 5,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56 509 | −9,44 | 7 414 | −7,79 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 14 668 | 27,14 | 1 924 | 29,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 84 837 | 36,52 | 11 131 | 39,02 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 34 219 | 15,27 | 4 | 33,33 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 883 | 116 | ||||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 12 446 | 1 642 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 281 | 37 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 10 372 | 1 361 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 3 698 | 13,75 | 485 | 16,03 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 1 816 | 0,00 | 238 | 2,15 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1 878 | −45,18 | 246 | −44,22 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 2 668 | 350 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 187 | 0,00 | 681 | 1,80 | ||||
| 2025-04-17 | 13F | Keystone Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 416 | −7,62 | 579 | −5,85 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 743 | −11,86 | 97 | −7,62 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 191 343 | 0,55 | 25 104 | 2,39 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 2 148 | −2,36 | 282 | −0,71 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8 396 | 0,83 | 1 102 | 2,71 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8 136 | −0,59 | 1 067 | 1,23 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16 250 | 64,17 | 2 132 | 67,22 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 182 | 3,82 | 1 467 | 9,07 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 120 420 | 2,69 | 15 913 | 10,80 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 062 | 140 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 5 365 | 0,00 | 704 | 1,74 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 86 568 | 0,00 | 11 153 | 0,00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 11 206 | 5,98 | 1 478 | 8,44 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 610 | 0,00 | 80 | 2,56 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 236 708 | −0,57 | 31 | 3,33 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 18 887 | −0,18 | 2 478 | 1,64 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 000 | 131 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 35 000 | 106,77 | 4 592 | 110,64 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 1 960 | 0,20 | 257 | 3,63 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 223 | 0,00 | 29 | 3,57 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 1 745 | 0,00 | 229 | 1,79 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 7 855 | −1,63 | 1 031 | 0,19 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 43 725 | 1,70 | 5 737 | 3,56 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 285 | 37 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 2 377 | 0,00 | 312 | 1,63 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 36 915 | 1,34 | 4 925 | 10,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 690 061 | 0,39 | 221 736 | 2,23 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 23 640 | 0,00 | 3 102 | 1,84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 411 955 | 4,77 | 54 | 8,00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 7 056 | 0,00 | 931 | 2,31 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 21 664 | 0,25 | 2 842 | 2,08 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 53 401 | 7 006 | ||||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 21 202 | 13,62 | 2 782 | 15,68 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 1 819 | 239 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 4 169 | −55,92 | 1 | −100,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 141 | 0,00 | 18 | 0,00 | ||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 3 076 | 404 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 82 292 | −2,60 | 10 797 | −0,82 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 510 051 | 188,24 | 66 919 | 193,53 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10 415 | −32,99 | 1 366 | −31,46 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 8 199 | 5,70 | 1 076 | 7,61 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 81 797 | −1,20 | 10 732 | 0,61 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 583 | 22,48 | 77 | 24,59 | ||||
| 2025-08-14 | 13F | Comerica Bank | 48 936 | −0,52 | 6 420 | 1,29 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 378 | 0,00 | 312 | 1,63 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 4 894 | 0,00 | 642 | 1,90 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 132 478 | −10,23 | 17 381 | −8,59 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 11 919 | 6,74 | 1 564 | 8,69 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 385 | 182 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 223 802 | −2,61 | 160 563 | −0,82 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 271 | 0,00 | 36 | 2,94 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 384 642 | 7,85 | 575 265 | 9,83 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 135 528 | 8,65 | 17 783 | 10,65 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 22 301 | 2 927 | ||||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 6 443 | −0,74 | 845 | 1,08 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11 118 | 6,24 | 1 459 | 8,16 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7 836 | 0,00 | 1 028 | 1,88 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 22 567 | 24,21 | 2 961 | 26,50 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 658 | 86 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 3 370 | 307,00 | 442 | 316,98 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 063 | 4,96 | 533 | 7,03 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 123 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 207 899 | 20,24 | 27 276 | 22,44 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 16 767 | −24,29 | 2 160 | −10,82 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 159 | 21 | ||||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Value ETF | 12 954 | −32,78 | 1 603 | −36,43 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2 587 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 17 | 0,00 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1 261 | 165 | ||||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2 000 | 0,00 | 264 | 2,33 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 433 | 0,00 | 57 | 1,82 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 928 | 0,00 | 122 | 1,68 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 243 | 0,00 | 32 | 0,00 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 25 621 | −3,78 | 3 361 | −2,01 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 3 842 | 7,71 | 504 | 9,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 639 168 | 8,57 | 83 859 | 10,55 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 |
Other Listings
| MX:MGV |
