Grundläggande statistik
| Institutionella ägare | 363 total, 363 long only, 0 short only, 0 long/short - change of 6,14% MRQ |
| Genomsnittlig portföljallokering | 0.3445 % - change of −3,41% MRQ |
| Institutionella aktier (lång) | 31 470 709 (ex 13D/G) - change of 1,89MM shares 6,39% MRQ |
| Institutionellt värde (lång) | $ 1 495 074 USD ($1000) |
Institutionellt ägande och aktieägare
PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (US:MUNI) har 363 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 31,470,709 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, LPL Financial LLC, Jpmorgan Chase & Co, Dynasty Wealth Management, Llc, Cwm, Llc, Envestnet Asset Management Inc, UBS Group AG, and Cetera Investment Advisers .
PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (ARCA:MUNI) 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 11, 2025 is 52,30 / share. Previously, on September 12, 2024, the share price was 52,76 / share. This represents a decline of 0,87% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 50 736 | 65,48 | 2 606 | 64,87 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 7 100 | 0,17 | 365 | −0,27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 118 584 | 4,92 | 6 090 | 5,88 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 28 987 | −1,06 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 975 | 204 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 58 892 | 283,49 | 3 025 | 282,30 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 7 932 | 407 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 075 | 41 400,00 | 107 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 770 | 3,73 | 759 | 3,27 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 47 373 | 0,75 | 2 433 | 0,41 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 237 | −50,38 | 0 | |||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 275 | 2,61 | 14 | 7,69 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 4 000 | 0,00 | 205 | −0,49 | ||||
| 2025-04-29 | 13F/A | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 605 833 | 33,90 | 31 116 | 33,40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 199 907 | 25,19 | 10 267 | 24,72 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 15 517 | 27,79 | 797 | 27,56 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 8 218 | 1,38 | 422 | 1,20 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 772 | 0 | ||||||
| 2025-07-08 | 13F | First International Bank & Trust | 57 498 | −24,82 | 2 953 | −25,09 | ||||
| 2025-07-18 | 13F | Vicus Capital | 14 546 | 70,71 | 747 | 70,16 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 38 774 | 4,50 | 1 991 | 4,13 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 6 019 | 0,00 | 309 | −0,32 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 12 495 | −49,21 | 642 | −49,45 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 826 862 | −48,27 | 42 | −48,78 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 168 753 | 2,76 | 8 667 | 2,39 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 83 175 | −3,19 | 4 272 | −3,55 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 17 829 | −32,12 | 916 | −32,37 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6 893 | 0,00 | 354 | −0,28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 337 055 | 8,63 | 120 031 | 8,23 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 18 464 | 26,26 | 948 | 25,90 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 365 | 128,05 | 327 | 127,97 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8 052 | 82,21 | 414 | 81,94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 129 175 | 871,24 | 6 634 | 868,47 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 49 214 | 44,75 | 2 528 | 44,24 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 2 098 | 0,00 | 108 | −0,93 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 119 111 | −25,03 | 6 118 | −25,31 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 704 476 | 21,09 | 87 542 | 20,64 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11 536 | 0,07 | 592 | −0,34 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 159 876 | 52,78 | 8 197 | 51,05 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 315 353 | 4,10 | 16 197 | 3,71 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 13 937 | −20,25 | 716 | −20,56 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 7 700 | 395 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 14 282 | −21,46 | 734 | −21,77 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15 862 | 5,56 | 815 | 5,17 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 6 365 | −8,15 | 327 | −8,68 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 36 359 | 0,20 | 1 867 | −0,16 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5 435 | 0,00 | 279 | −0,36 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 13 658 | 9,54 | 701 | 10,22 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 163 348 | 34,85 | 8 389 | 34,35 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 7 367 | 378 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 12 078 | 3,35 | 620 | 2,99 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 43 332 | 0,00 | 2 226 | −0,36 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6 790 | −20,11 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 27 419 | 0,11 | 1 408 | −0,21 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 109 046 | 2,95 | 5 601 | 2,56 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 4 673 | 0,82 | 240 | 0,84 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 35 291 | 21,46 | 1 819 | 21,02 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 17 760 | 3,66 | 912 | 3,28 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 097 | 210 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 375 | 0,00 | 19 | 0,00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 9 675 | 0,00 | 497 | −0,40 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 30 899 | −8,50 | 1 587 | −8,85 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 34 492 | −1,15 | 1 771 | −1,50 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 554 | −3,18 | 80 | −3,66 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14 595 | −24,20 | 750 | −24,50 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 77 938 | 210,23 | 4 003 | 209,03 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 34 314 | −30,71 | 1 762 | −30,96 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 75 223 | 0,00 | 3 863 | −0,36 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 235 | 46,10 | 577 | 45,71 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 195 782 | −0,42 | 10 055 | −0,79 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 20 276 | −7,11 | 1 041 | −7,47 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 78 272 | 42,03 | 4 020 | 41,55 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 17 710 | 14,07 | 910 | 13,63 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 7 031 | 0,00 | 361 | −0,28 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 13 573 | −17,52 | 697 | −17,81 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4 242 | 218 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 58 892 | 423,30 | 3 025 | 421,38 | ||||
| 2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 49 107 | 78,56 | 2 518 | 77,63 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 40 433 | −9,64 | 2 077 | −9,97 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 13 880 | −9,66 | 713 | −10,10 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 6 522 | 335 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 50 560 | −57,32 | 2 597 | −57,48 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 171 393 | 1 249,34 | 8 803 | 1 245,87 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 17 551 | 901 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 657 | −2,87 | 291 | −3,33 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 7 318 | 0,00 | 376 | −0,53 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 27 937 | −12,66 | 1 435 | −12,99 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 2 325 | −25,60 | 119 | −26,09 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4 526 | 4,33 | 232 | 4,04 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 4 309 | 6,90 | 221 | 7,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 205 561 | −5,07 | 11 | −9,09 | ||||
| 2025-08-07 | 13F | Nwam Llc | 10 773 | 0,77 | 550 | −0,18 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 7 299 | −12,81 | 375 | −13,23 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 82 387 | 468,97 | 4 231 | 467,16 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 51 789 | 2 660 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21 820 | 1 121 | ||||||
| 2025-05-20 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 4 798 | 0,00 | 246 | −0,40 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 396 971 | −0,58 | 20 | 0,00 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 134 162 | −0,54 | 6 891 | −0,91 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 724 | −36,30 | 294 | −36,72 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 429 | 0,43 | 228 | 0,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 93 905 | −25,22 | 5 | −33,33 | ||||
| 2025-08-08 | 13F | Creative Planning | 39 379 | −51,63 | 2 022 | −51,82 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 19 712 | 1 012 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4 129 | 211 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 549 012 | 12,49 | 79 557 | 12,07 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 23 974 | 11,07 | 1 231 | 10,70 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 13 306 | 11,01 | 683 | 10,70 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 16 795 | 0,00 | 863 | −0,35 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 67 810 | 3 483 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 108 894 | −9,97 | 5 593 | −10,31 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 22 431 | −15,29 | 1 152 | −15,60 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 700 | 0,00 | 87 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 55 564 | 74,53 | 2 854 | 73,86 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22 125 | 1,01 | 1 136 | 0,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 41 202 | 27,64 | 2 116 | 27,16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 40 938 | 3,29 | 2 103 | 2,89 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 5 531 | 0,18 | 284 | 0,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2 382 | 183,57 | 122 | 183,72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 168 929 | −29,54 | 60 036 | −29,79 | ||||
| 2025-08-14 | 13F | Fmr Llc | 303 | −5,31 | 16 | −6,25 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 250 424 | 125,63 | 12 862 | 124,80 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 180 996 | 9 296 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 12 050 | 0,53 | 618 | 0,49 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 66 393 | −45,74 | 3 410 | −45,95 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1 183 | 4,51 | 61 | 3,45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 328 | 0,00 | 68 | 3,03 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 117 368 | 87,21 | 6 028 | 86,57 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3 999 | 0,00 | 205 | −0,49 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 5 950 | 0,00 | 306 | −0,33 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 6 638 | 0,00 | 342 | −0,29 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21 240 | −71,89 | 1 091 | −72,02 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 543 | 34,15 | 285 | 33,33 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 915 | 0,00 | 98 | 0,00 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 19 500 | 5,55 | 1 002 | 5,15 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11 802 | 15,93 | 606 | 15,65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 98 028 | 15,03 | 5 027 | 14,64 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 11 903 | 3,30 | 611 | 2,86 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 52 272 | 22,51 | 2 685 | 22,06 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 38 294 | −3,30 | 1 967 | −3,63 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 10 020 | 515 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 985 | 51,60 | 408 | 50,55 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 7 578 | 0,82 | 389 | 0,52 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 230 592 | 18,85 | 11 843 | 18,42 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 34 560 | 0,73 | 1 775 | 0,34 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 82 965 | 11,70 | 4 261 | 11,31 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 46 404 | 12,14 | 2 383 | 11,72 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 503 | 26 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 16 700 | 3,16 | 858 | 2,76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 734 965 | 34,37 | 140 468 | 33,87 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 925 848 | −0,91 | 47 552 | −1,28 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 19 755 | 85,67 | 1 015 | 85,04 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 358 | 2,91 | 327 | 2,52 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 22 036 | −6,68 | 1 132 | −7,07 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 15 234 | −1,21 | 782 | −1,51 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 19 712 | −7,91 | 1 012 | −8,25 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 105 074 | −0,61 | 5 397 | −0,97 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 17 511 | −56,89 | 899 | −57,05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 258 157 | −25,47 | 13 262 | −25,73 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 63 235 | −2,43 | 3 248 | −2,78 | ||||
| 2025-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 78 972 | −12,35 | 4 056 | −12,66 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1 000 | 0,00 | 51 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 151 234 | −10,92 | 7 767 | −11,24 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 18 265 | 1,00 | 938 | 0,64 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 4 300 | 221 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 67 285 | 3 456 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 1 700 | 0,00 | 87 | 0,00 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 43 843 | −4,67 | 2 252 | −5,02 | ||||
| 2025-04-21 | 13F | DecisionMap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30 495 | 9,80 | 1 566 | 9,43 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 131 043 | 2,95 | 6 730 | 2,58 | ||||
| 2025-04-28 | 13F | Oregon Pacific Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 13 039 | −14,42 | 664 | −14,10 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 89 984 | 52,45 | 4 622 | 51,91 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 22 398 | −5,78 | 1 150 | −6,12 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6 534 | 0,00 | 336 | −0,30 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 46 496 | 7,96 | 2 388 | 7,57 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5 687 | 12,06 | 291 | 11,49 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 5 722 | 13,02 | 294 | 12,69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19 255 | 40,97 | 989 | 40,34 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 61 065 | 17,65 | 3 136 | 17,23 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 21 844 | −13,34 | 1 122 | −13,70 | ||||
| 2025-08-14 | 13F | UBS Group AG | 612 396 | −5,12 | 31 453 | −5,47 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 10 000 | 66,67 | 514 | 66,02 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16 543 | 147,43 | 850 | 146,80 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 4 095 | 210 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 28 965 | 14,89 | 1 488 | 14,47 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 298 047 | 291,71 | 15 242 | 293,65 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5 003 | −9,87 | 257 | −10,49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 496 533 | 8,45 | 25 502 | 8,05 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 800 | 349 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 326 143 | 32,01 | 17 | 33,33 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 32 186 | 0,72 | 1 653 | 0,85 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 57 372 | 11,93 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 302 947 | 5,02 | 15 559 | 4,63 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 634 | 11,47 | 135 | 10,66 | ||||
| 2025-08-13 | 13F | ESG Planning | 200 221 | 10 283 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 36 344 | −37,33 | 1 867 | −37,57 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 44 647 | 7,35 | 2 293 | 7,00 | ||||
| 2025-04-14 | 13F | Eagle Wealth Strategies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1 295 | 0,00 | 67 | 0,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 224 | 0,90 | 11 | 0,00 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 14 860 | −0,10 | 762 | −0,52 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 38 862 | −56,50 | 1 996 | −56,68 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 86 591 | −17,15 | 4 447 | −17,45 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 27 189 | −11,14 | 1 396 | −11,48 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 558 | 20,62 | 339 | 21,07 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 20 585 | 162,40 | 1 057 | 161,63 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 11 361 | 584 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 | 1 | ||||||
| 2025-07-10 | 13F | Rockland Trust Co | 11 946 | −12,26 | 614 | −12,55 | ||||
| 2025-04-25 | 13F | Crown Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 7 417 | −15,02 | 381 | −15,37 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 10 120 | 0,00 | 520 | −0,38 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 103 739 | 26,27 | 5 328 | 25,81 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 21 546 | −16,63 | 1 107 | −16,97 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 93 336 | −20,62 | 4 794 | −20,92 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 5 807 | −2,16 | 298 | −2,30 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 30 205 | −3,35 | 1 551 | −3,66 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 21 685 | 41,33 | 1 114 | 40,89 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 126 549 | −20,82 | 6 500 | −21,12 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 60 000 | 0,00 | 3 082 | 0,59 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 13 991 | 719 | ||||||
| 2025-07-29 | 13F | Flagstone Financial Management | 108 159 | 17,31 | 5 555 | 16,90 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 0 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4 741 | −8,67 | 243 | −8,99 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 192 730 | 13,97 | 9 899 | 13,55 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 547 894 | 2,25 | 28 140 | 1,87 | ||||
| 2025-05-15 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 14 016 | 0,62 | 720 | 0,14 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 43 112 | 0,29 | 2 214 | −0,05 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 000 | 0,00 | 255 | 0,00 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 100 831 | 27,47 | 5 179 | 27,01 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9 128 | 11,73 | 469 | 11,16 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 17 663 | −12,73 | 907 | −13,04 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3 001 | 0,00 | 154 | 0,00 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 21 975 | 24,33 | 1 129 | 23,82 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 74 | 4 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 9 809 | 14,39 | 504 | 13,80 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 124 000 | 526,26 | 6 369 | 524,31 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 18 641 | 0,22 | 1 | |||||
| 2025-04-14 | 13F | Orrstown Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 16 184 | −0,33 | 833 | −0,48 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 14 924 | −0,33 | 765 | −0,91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 23 417 | −27,31 | 1 | 0,00 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 6 831 | 351 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 55 727 | 33,35 | 2 862 | 32,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 143 504 | 0,39 | 7 370 | 0,01 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 36 357 | −90,87 | 2 | −95,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 18 000 | 2,53 | 924 | 1,54 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 6 149 | 0,00 | 316 | −0,32 | ||||
| 2025-05-02 | 13F | Summit X, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Team Hewins, LLC | 19 612 | 0,00 | 1 007 | −0,30 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 5 291 | 0,00 | 272 | −0,37 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 6 173 | 0 | ||||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 37 506 | −3,56 | 1 926 | −3,89 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 12 943 | 1,53 | 665 | 2,00 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 141 748 | 8,38 | 7 280 | 7,98 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 19 621 | 20,86 | 1 008 | 20,45 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 171 377 | −20,20 | 8 802 | −20,50 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 1 393 | 0,87 | 72 | 0,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10 511 | −0,89 | 540 | −1,28 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51 404 | 2,00 | 2 640 | 1,66 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 14 100 | 0,00 | 724 | −0,28 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29 246 | 0,00 | 1 502 | −0,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 20 855 | 1,52 | 1 071 | 1,23 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 6 257 | 0,00 | 321 | −0,31 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 4 554 | 7,53 | 234 | 6,88 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 58 317 | −20,96 | 2 995 | −21,25 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 433 980 | 0,33 | 22 289 | −0,04 | ||||
| 2025-07-16 | 13F | Novem Group | 6 450 | −18,68 | 331 | −18,87 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 579 | 0,00 | 235 | −0,42 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 120 954 | −7,94 | 6 235 | −8,25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53 485 | 16,70 | 2 747 | 16,26 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 130 476 | 6 685,02 | 6 701 | 6 668,69 | ||||
| 2025-07-14 | 13F | Friday Financial | 5 506 | 0,00 | 283 | −0,35 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 66 938 | 8,28 | 3 | 0,00 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 23 825 | 289,42 | 1 224 | 288,25 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9 208 | 0,00 | 473 | −0,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13 578 | 697 | ||||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 11 394 | −3,64 | 585 | −3,94 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 685 603 | 75,47 | 35 213 | 74,82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 9 600 | 493 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 10 967 | −1,11 | 563 | −1,40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 412 | −5,41 | 175 | −5,41 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 19 | 0,00 | 1 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 4 945 | 0,00 | 254 | −0,39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 813 | 607 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 46 921 | −6,14 | 2 410 | −6,48 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 36 470 | −14,65 | 2 | −50,00 | ||||
| 2025-06-10 | 13F | Compass Financial Services Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 42 964 | 0,00 | 2 207 | −0,36 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 253 | 13 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 33 586 | 7,06 | 1 725 | 6,62 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 16 462 | 0,00 | 845 | −0,35 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 271 | 0,74 | 14 | 0,00 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8 586 | 8,05 | 441 | 7,58 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 14 415 | 15,53 | 740 | 15,09 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 101 815 | −4,76 | 5 229 | −5,10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 204 781 | 33,12 | 11 | 42,86 | ||||
| 2025-05-05 | 13F | Lunt Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 38 401 | 40,47 | 1 972 | 39,96 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 60 793 | −36,84 | 3 122 | −37,07 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 170 877 | −44,33 | 8 776 | −44,54 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 555 | 0,00 | 80 | −1,25 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 419 015 | 27,64 | 21 521 | 27,17 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 18 275 | 12,29 | 939 | 11,93 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 32 225 | −2,81 | 1 655 | −3,16 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 314 | 1,70 | 222 | 1,38 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 219 449 | 94,17 | 11 271 | 93,44 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kendall Capital Management | 11 600 | 0,00 | 596 | −0,34 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 98 474 | 3,46 | 5 058 | 3,08 | ||||
| 2025-08-08 | 13F | Cercano Management LLC | 77 034 | 34,01 | 3 956 | 33,51 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 8 370 | 0,00 | 430 | −0,46 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6 540 | 336 | ||||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 17 727 | 0,00 | 914 | 0,00 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 48 663 | 199,65 | 2 499 | 198,57 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 34 172 | 0,60 | 1 755 | 0,29 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 80 984 | 11,58 | 4 159 | 11,17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 70 137 | 7,04 | 3 602 | 6,66 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 327 476 | −21,25 | 16 819 | −21,54 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9 776 | 18,47 | 502 | 18,12 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 680 | −38,46 | 600 | −38,75 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 40 431 | −25,74 | 2 077 | −26,02 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 14 116 | −5,74 | 725 | −6,22 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 6 532 | 9,95 | 335 | 9,48 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 8 442 | −9,31 | 434 | −9,60 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 4 980 | 0,00 | 256 | −0,39 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 17 139 | 74,71 | 880 | 74,26 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 30 699 | −1,25 | 1 577 | −1,62 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 17 900 | 15,11 | 919 | 14,73 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35 080 | 29 628,81 | 1 802 | 29 916,67 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 326 396 | −42,98 | 16 764 | −43,19 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 5 615 | 288 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5 839 | 128,44 | 300 | 128,24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 169 | −11,51 | 522 | −11,82 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 85 364 | 2,41 | 4 384 | 2,02 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7 399 | 332,44 | 379 | 330,68 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 6 745 | 346 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 8 958 | 9,75 | 462 | 9,24 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 33 506 | 63,78 | 1 727 | 63,23 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 4 650 | 239 | ||||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 37 519 | 1 927 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 7 657 | 24,63 | 393 | 24,37 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 341 | 6,56 | 18 | 6,25 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 | 0 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 227 148 | −0,97 | 11 666 | −1,34 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 15 266 | −5,61 | 784 | −5,88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 816 | −19,12 | 299 | −19,46 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 9 953 | 511 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 532 402 | −20,02 | 27 344 | −20,32 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 302 | 0,00 | 16 | 0,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 240 845 | 59,28 | 12 370 | 58,68 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 177 | 3,13 | 112 | 2,78 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7 255 | −87,62 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 8 831 | 454 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 57 234 | 1,10 | 2 921 | 0,10 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 34 164 | 2,30 | 1 755 | 1,92 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 25 171 | −11,06 | 1 293 | −11,39 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 6 078 | 2,81 | 312 | 2,63 | ||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 36 891 | 1,17 | 1 895 | 0,80 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 12 427 | 0,00 | 638 | −0,31 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 295 223 | 18,09 | 15 163 | 17,65 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 4 336 | 222 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13 623 | 1 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 5 470 | 0,00 | 281 | −0,36 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 57 654 | 9,81 | 2 961 | 9,02 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 57 054 | 125,69 | 2 930 | 124,87 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 89 065 | 0,27 | 4 574 | −0,09 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 36 003 | 268,39 | 1 849 | 267,59 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 258 972 | −3,77 | 13 301 | −4,12 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 18 994 | 976 |
