Grundläggande statistik
| Institutionella ägare | 381 total, 381 long only, 0 short only, 0 long/short - change of 2,68% MRQ |
| Genomsnittlig portföljallokering | 0.4538 % - change of −12,57% MRQ |
| Institutionella aktier (lång) | 42 223 124 (ex 13D/G) - change of −0,27MM shares −0,63% MRQ |
| Institutionellt värde (lång) | $ 2 044 703 USD ($1000) |
Institutionellt ägande och aktieägare
iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF (US:NEAR) har 381 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 42,223,124 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Clearwater Capital Advisors, LLC, LPL Financial LLC, Bramshill Investments, LLC, UBS Group AG, BlackRock, Inc., Raymond James Financial Inc, and Ameriprise Financial Inc .
iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF (BATS:NEAR) 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 24, 2025 is 51,27 / share. Previously, on September 25, 2024, the share price was 51,26 / share. This represents an increase of 0,02% 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.
AI+ Ask Fintel’s AI assistant about iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF.
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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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 11 127 | −0,06 | 569 | 0,35 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 60 582 | −8,08 | 3 096 | −7,67 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4 095 | −23,19 | 209 | −22,88 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 29 240 | 0,63 | 1 494 | 1,08 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 504 799 | −11,90 | 25 795 | −11,50 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 7 498 | −0,60 | 383 | 0,00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 15 193 | −1,29 | 776 | −0,77 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5 238 | −9,49 | 266 | −8,90 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 13 | 0,00 | 1 | |||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 173 094 | 3,19 | 8 826 | 3,64 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 17 953 | −6,41 | 917 | −5,95 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 9 342 | 67,45 | 477 | 68,55 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 6 070 | 310 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 5 135 | −18,13 | 262 | −17,87 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7 072 | −36,20 | 361 | −35,88 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 10 165 | 149,94 | 519 | 151,94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 146 131 | 17,32 | 7 467 | 17,85 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 40 413 | −6,37 | 2 065 | −5,92 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 6 794 | 0,00 | 347 | 0,58 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 44 694 | 323,04 | 2 280 | 325,98 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 636 | 237 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 5 000 | 0,00 | 254 | 0,79 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 12 114 | 9,09 | 619 | 9,75 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 8 600 | −1,87 | 439 | −1,35 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 996 | 51 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 007 793 | 19,25 | 51 498 | 19,79 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 339 293 | −50,31 | 17 338 | −50,09 | ||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 166 605 | 8 514 | ||||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 115 | 53,33 | 6 | 66,67 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 269 323 | −17,45 | 13 762 | −17,07 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | RMR Wealth Builders | 34 473 | 1 762 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 17 200 | −45,66 | 879 | −45,43 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 364 871 | 23,79 | 18 645 | 24,34 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Managed Volatility Equity Fund | 318 620 | 0,00 | 16 281 | 0,45 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 61 149 | 76,93 | 3 125 | 77,70 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 599 | 11,27 | 82 | 10,96 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 300 | 0,00 | 15 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 9 484 | −3,21 | 485 | −2,81 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 21 997 | 0,00 | 1 124 | 0,54 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 635 | −9,65 | 237 | −9,23 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 11 | 1 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 178 965 | 26,58 | 9 145 | 27,16 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 5 135 | 0,00 | 262 | 0,38 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 6 803 | 15,40 | 348 | 16,05 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4 113 | −32,40 | 210 | −32,04 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7 029 | 0,01 | 359 | 0,56 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 10 512 | −1,05 | 537 | −0,56 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 115 | 0,00 | 57 | 0,00 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 12 475 | 0,00 | 637 | 0,47 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 250 899 | −26,58 | 12 821 | −26,24 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 043 | 0,00 | 411 | 0,49 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 23 215 | 24,71 | 1 186 | 25,37 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 846 | −4,01 | 145 | −3,33 | ||||
| 2025-05-15 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Somerset Group LLC | 8 152 | 0,00 | 417 | 0,48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 45 100 | 205,56 | 2 305 | 207,20 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 113 501 | −1,46 | 6 | 0,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 15 215 | 40,24 | 777 | 41,02 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 32 318 | 7,18 | 1 651 | 7,70 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 193 | −10,90 | 61 | −11,76 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 30 128 | −6,74 | 1 536 | −6,35 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 733 | −11,28 | 292 | −10,74 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 4 703 | 0,00 | 240 | 0,42 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 4 889 | 21,59 | 250 | 22,06 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 141 453 | 7 228 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 11 500 | 588 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 22 007 | 2,18 | 1 125 | 2,65 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15 120 | 1,90 | 1 | |||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 9 966 | 35,59 | 509 | 36,46 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 4 689 | −7,39 | 240 | −7,00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 118 | −89,87 | 57 | −89,84 | ||||
| 2025-04-14 | 13F | ARS Wealth Advisors Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 948 | 0,00 | 202 | 0,50 | ||||
| 2025-07-30 | 13F | Canal Insurance CO | 100 000 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5 000 | 0,00 | 256 | 0,39 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 044 | −54,45 | 156 | −54,28 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 10 062 | 0,00 | 514 | 0,59 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 7 965 | 0,00 | 407 | 0,49 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 32 781 | 12,62 | 1 675 | 13,18 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4 569 | −39,35 | 233 | −39,16 | ||||
| 2025-05-06 | 13F | Sage Advisory Services, Ltd.Co. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 6 044 | 0,00 | 309 | 0,33 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 22 978 | 31,47 | 1 174 | 32,06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 263 272 | −3,72 | 13 458 | −3,26 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 709 707 | −1,23 | 36 266 | −0,78 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5 521 | −12,97 | 282 | −12,42 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 898 | −3,14 | 1 | |||||
| 2025-08-12 | 13F | White Pine Capital Llc | 25 117 | 55,39 | 1 283 | 56,08 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 653 | 391 | ||||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 7 110 | 0,00 | 363 | 0,55 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 000 | 256 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 21 782 | 5,31 | 1 113 | 5,80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 216 337 | 238,48 | 11 055 | 240,02 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 108 | 6 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 46 854 | −11,34 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 12 179 | 54,97 | 622 | 55,89 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 213 723 | 0,15 | 11 | 0,00 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 194 206 | −0,15 | 9 924 | 0,30 | ||||
| 2025-08-07 | 13F | PFG Advisors | 9 107 | −46,46 | 465 | −46,24 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 89 164 | 5,88 | 4 556 | 6,37 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 60 330 | 1,67 | 3 083 | 2,12 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 2 607 464 | −0,24 | 133 241 | 0,21 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 604 | 1 786,91 | 184 | 1 944,44 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 16 523 | −8,30 | 844 | −7,86 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 8 850 | 0,45 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 108 752 | 2,78 | 5 557 | 3,25 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 10 668 | −7,06 | 545 | −6,52 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 137 592 | 1,75 | 7 031 | 2,21 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 14 336 | 29,61 | 733 | 30,25 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 275 970 | 14 102 | ||||||
| 2025-05-05 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 302 | 2,58 | 526 | 3,14 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 17 331 | −14,58 | 886 | −14,24 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 306 452 | 15 660 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 68 050 | 654,85 | 3 474 | 658,52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9 779 | 500 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 390 609 | 3,46 | 19 960 | 3,93 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 52 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 438 | 99,20 | 1 402 | 100,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 977 075 | −27,15 | 49 929 | −26,82 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 119 | 6 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10 905 | −6,76 | 557 | −6,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70 002 | 192,47 | 3 577 | 193,92 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 52 312 | −15,20 | 2 673 | −14,82 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 105 100 | 17,77 | 5 371 | 18,31 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4 119 | 0,07 | 211 | 0,48 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 57 766 | 6,90 | 2 952 | 7,39 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 26 736 | −79,56 | 1 366 | −79,47 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear Yield 3000 ETF | 7 847 | 401 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13 912 | −19,69 | 711 | −19,41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 199 768 | 3,06 | 10 208 | 3,53 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 71 086 | 9,94 | 3 632 | 10,43 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 81 436 | 2,08 | 4 161 | 2,54 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9 370 | −9,62 | 479 | −9,30 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 843 | −4,65 | 247 | −4,26 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 17 933 | 165,79 | 916 | 167,06 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 16 964 | 22,24 | 867 | 22,84 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 100 | 0,00 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 3 665 | 186 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 5 999 | −46,53 | 307 | −46,32 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 99 640 | −8,44 | 5 092 | −8,02 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 8 577 | −25,51 | 438 | −25,13 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 361 196 | 2,60 | 18 | 5,88 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14 573 | 2,18 | 745 | 2,62 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 13 740 | −12,54 | 702 | −12,14 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 153 | 0,00 | 8 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 14 579 | 55,98 | 745 | 56,63 | ||||
| 2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 46 067 | 359,48 | 2 357 | 363,06 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 6 634 | 339 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 319 | 0,00 | 16 | 0,00 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 60 133 | 1 241,66 | 3 073 | 1 253,30 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 33 394 | −27,78 | 1 706 | −27,47 | ||||
| 2025-04-29 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 121 234 | 5,07 | 6 167 | 5,83 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9 963 | 1,54 | 507 | 1,40 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 500 | 0,00 | 26 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 495 | 76 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 52 550 | −9,72 | 2 685 | −9,32 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 747 | 0,00 | 38 | 0,00 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 27 781 | −82,60 | 1 420 | −82,52 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 49 491 | 16,94 | 2 529 | 17,47 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 42 493 | 3,53 | 2 167 | 4,08 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 17 158 | 0,00 | 877 | 0,46 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 6 813 | 6,85 | 348 | 7,41 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 880 | 0,00 | 45 | 0,00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 531 | −44,46 | 27 | −43,75 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 28 778 | −19,45 | 1 471 | −19,10 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4 803 | 0 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 7 358 | −15,44 | 376 | −14,93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 562 461 | 7,12 | 130 942 | 7,61 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 48 044 | −3,62 | 2 455 | −3,16 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | New England Asset Management Inc | 100 | 0,00 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9 149 | 1,17 | 467 | 1,52 | ||||
| 2025-05-07 | 13F | KFA Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 737 364 | 30,94 | 37 679 | 31,53 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5 227 | 16,78 | 267 | 17,62 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 15 195 | −6,18 | 776 | −5,71 | ||||
| 2025-05-30 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 571 011 | 0,12 | 29 047 | 0,86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 503 322 | 8,82 | 179 020 | 9,32 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 4 810 | 0,00 | 246 | 0,41 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 58 249 | −3,47 | 2 977 | −3,03 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 69 518 | −1,99 | 3 552 | −1,55 | ||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 6 396 | −87,54 | 325 | −87,48 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 89 | 1,14 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 6 184 | 0,00 | 316 | 0,64 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 20 508 | −5,56 | 1 048 | −5,16 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 48 287 | 6,62 | 2 467 | 7,12 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 4 708 | 0,00 | 241 | 0,42 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 8 261 | 5,76 | 422 | 6,30 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 4 367 | 0,00 | 223 | 0,45 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 125 | 0,00 | 6 | 0,00 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7 308 | 373 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 11 916 | −2,10 | 609 | −1,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 262 970 | 9,43 | 13 438 | 9,92 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 60 961 | −6,12 | 3 115 | −5,69 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 958 | −1,86 | 151 | −1,31 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4 888 | 0,00 | 250 | 0,40 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 25 740 | 3,93 | 1 315 | 4,45 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 95 | 1,06 | 5 | 0,00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 159 | 0,05 | 315 | 0,32 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8 674 | −1,48 | 443 | −0,89 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 9 | 0 | ||||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 122 150 | 0,00 | 6 242 | 0,45 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 33 156 | −5,16 | 1 694 | −4,72 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 124 | 0,81 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 2 472 338 | −29,03 | 126 336 | −28,71 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 16 461 | 17,84 | 839 | 18,34 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 146 | −99,75 | 59 | −99,75 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 217 951 | 22,57 | 11 137 | 23,13 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 9 849 | −33,62 | 503 | −33,29 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 6 187 | 19,53 | 316 | 20,15 | ||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 6 763 | 0,00 | 346 | 0,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 75 | 1,35 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 239 507 | 3,47 | 12 239 | 3,93 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21 620 | 1 105 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 53 539 | −1,87 | 2 736 | −1,44 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 23 919 | −51,81 | 1 219 | −51,80 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 10 189 | 0,00 | 521 | 0,39 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 135 857 | −35,78 | 6 942 | −35,49 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 451 | 0,42 | 74 | 1,37 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 107 | 210 | ||||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 5 453 | 278 | ||||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 72 020 | −0,70 | 3 680 | −0,24 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 3 935 | 201 | ||||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 9 364 | 478 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 24 225 | 0,08 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 36 826 | 1 877 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 111 953 | 0,02 | 5 692 | 0,51 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 10 093 | 516 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 10 627 | 0,00 | 543 | 0,56 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 16 400 | 0,00 | 838 | 0,48 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 338 573 | 3,99 | 17 288 | 4,40 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 814 067 | 15,54 | 42 | 17,14 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 54 935 | 1,90 | 2 807 | 2,37 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 521 | 90,76 | 487 | 92,09 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 29 919 | −0,21 | 1 522 | −0,26 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 28 753 | −30,04 | 1 469 | −29,71 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 4 603 | −4,54 | 234 | −4,90 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 152 839 | 7,60 | 8 | 0,00 | ||||
| 2025-07-29 | 13F | Socha Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5 452 | −50,51 | 279 | −50,36 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 5 135 | 1,99 | 262 | 2,34 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 109 740 | −0,31 | 5 608 | 0,14 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 20 570 | 2,88 | 1 040 | 2,16 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 347 014 | −3,17 | 17 732 | −2,73 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 918 189 | 22,27 | 46 891 | 22,95 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5 436 | 1 004,88 | 278 | 1 008,00 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 13 864 | 708 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 730 | 0,70 | 293 | 1,74 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 294 471 | −20,49 | 15 047 | −7,00 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 14 111 | 1,17 | 721 | 1,69 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 23 400 | 0,00 | 1 196 | 0,42 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 5 691 | −16,48 | 291 | −16,18 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 161 807 | 2,48 | 59 368 | 2,94 | ||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5 484 | 0,00 | 280 | 0,72 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 317 803 | 23,54 | 16 240 | 24,09 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4 970 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 98 109 | −14,25 | 5 | 0,00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 90 742 | 0,25 | 4 637 | 0,70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 161 171 | 18,45 | 161 536 | 18,99 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 159 995 | 42,83 | 8 176 | 43,47 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 11 200 | 0,00 | 572 | 0,53 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 7 000 | 0,00 | 358 | 0,28 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 128 | 0,00 | 7 | 0,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 133 752 | −14,93 | 6 835 | −14,55 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 15 980 | −9,12 | 817 | −8,72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 609 179 | 12,04 | 133 329 | 12,54 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 529 | 231 | ||||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 93 013 | 67,61 | 4 753 | 68,39 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 7 575 | 387 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 13 583 | 694 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 5 041 | −1,10 | 258 | −0,77 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 42 198 | 208,19 | 2 156 | 209,77 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 7 068 | 33,74 | 359 | 33,96 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 318 620 | 0,00 | 16 281 | 0,45 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 1 704 | 92,11 | 87 | 93,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4 627 | 206,42 | 236 | 210,53 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 11 726 | −0,80 | 599 | −0,33 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 21 683 | 1 108 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 157 667 | −11,04 | 8 057 | −10,64 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2 287 | 0,00 | 117 | 0,00 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 17 172 | −15,46 | 877 | −15,10 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 12 181 | −7,59 | 622 | −7,16 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 3 665 | 187 | ||||||
| 2025-07-31 | 13F | City State Bank | 174 | 0,00 | 9 | 0,00 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 9 120 | 32,79 | 466 | 33,52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6 709 | 4,31 | 343 | 4,59 | ||||
| 2025-07-16 | 13F | Novem Group | 14 239 | 9,47 | 728 | 9,98 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 648 156 | 178,69 | 33 121 | 179,97 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 267 | 0,00 | 14 | 0,00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 11 730 | −51,74 | 1 | −100,00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 6 933 | −1,39 | 354 | −0,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 001 | 48,34 | 153 | 50,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 25 370 | 5,84 | 1 296 | 6,32 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 441 | 278 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 926 | 41,51 | 98 | 42,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 520 | 18,09 | 384 | 18,89 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 31 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11 452 | 585 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 30 324 | 0,63 | 1 550 | 1,11 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 25 161 | 0,01 | 1 286 | 0,47 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 56 148 | 74,28 | 2 861 | 74,92 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 7 893 | 0,00 | 403 | 0,50 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 5 109 | −2,94 | 261 | −2,25 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 20 351 | 0,85 | 1 040 | 1,27 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 14 831 | 55,33 | 758 | 56,08 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 6 068 | 0,00 | 309 | 0,32 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 51 072 | 5,34 | 2 610 | 5,80 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 978 | 203 | ||||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 6 684 | −3,47 | 342 | −3,12 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 13 089 | −1,49 | 669 | −1,04 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 46 509 | −15,23 | 2 377 | −14,84 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 5 499 | 0,00 | 281 | 0,36 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 41 891 | 0,03 | 2 141 | 0,47 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 559 | 60,85 | 591 | 61,64 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 6 342 | 3,37 | 324 | 3,85 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 18 822 | 962 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 480 164 | −15,41 | 24 537 | −15,03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9 604 | 6,10 | 491 | 6,52 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 185 057 | 142,07 | 9 | 200,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 023 | 27,08 | 52 | 30,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 40 911 | −3,01 | 2 091 | −2,56 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 9 770 | 0,83 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 900 | −9,73 | 0 | |||||
| 2025-08-05 | 13F | Meridian Management Co | 6 900 | 0,00 | 352 | 0,28 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 6 752 | 4,75 | 345 | 5,50 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 82 268 | −1,30 | 4 204 | −0,87 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 495 | 0,00 | 25 | 0,00 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 64 427 | 2,54 | 3 293 | 3,26 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 438 | 14,96 | 22 | 15,79 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 13 090 | −2,40 | 669 | −1,33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 911 | 47 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 182 191 | 22,09 | 9 310 | 22,65 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 608 347 | −1,80 | 31 087 | −1,35 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 127 | 0,79 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 14 919 | 129,70 | 762 | 130,91 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 934 | 0,00 | 48 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 146 697 | 122,46 | 7 496 | 122,76 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 54 845 | −2,81 | 2 803 | −2,37 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 106 993 | 3,26 | 5 467 | 3,74 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 50 393 | 2 478 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 56 468 | 45,92 | 2 886 | 46,60 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 414 | −37,74 | 72 | −36,84 | ||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 189 193 | −11,84 | 9 619 | −11,89 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 508 | 0,53 | 281 | 1,44 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 948 | −2,31 | 253 | −1,56 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 296 | 0,00 | 15 | 0,00 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 4 000 | 0,00 | 0 | |||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 4 461 | 0,72 | 228 | 0,89 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 6 891 | 11,32 | 351 | 12,18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6 564 | 0,11 | 335 | 0,60 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 6 357 | −0,19 | 325 | 0,31 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 13 148 | −15,52 | 672 | −15,17 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 30 911 | −24,46 | 1 580 | −24,12 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 60 216 | 9,63 | 3 077 | 10,13 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 274 946 | 2,94 | 14 050 | 3,41 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 9 325 | −1,11 | 477 | −0,63 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 36 796 | 159,80 | 1 880 | 161,11 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 5 217 | 0,33 | 267 | 0,76 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 138 677 | 22,15 | 7 086 | 22,70 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 15 108 | −0,07 | 772 | 0,39 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 42 346 | −3,72 | 2 164 | −3,31 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 135 204 | −28,07 | 6 909 | −27,75 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 663 | 0,30 | 34 | 0,00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 101 | −16,53 | 5 | −16,67 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 341 | −0,32 | 477 | 0,85 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 9 760 | 1,86 | 499 | 2,26 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 10 362 | −51,17 | 529 | −50,97 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3 754 | 192 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8 262 | 12,99 | 422 | 13,75 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 38 342 | −16,76 | 1 959 | −16,39 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 5 453 | 36,33 | 279 | 36,95 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 4 816 | −17,89 | 246 | −17,45 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 7 871 | 402 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 413 | 0,00 | 21 | 0,00 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 6 535 | 0,00 | 334 | 0,30 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 4 614 | 0,00 | 236 | 0,43 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 55 367 | 91,64 | 2 829 | 92,58 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 243 391 | 0,36 | 12 437 | 0,82 | ||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 54 905 | 19,54 | 2 806 | 20,08 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 3 036 | 0,00 | 155 | 0,65 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 23 550 | 20,46 | 1 203 | 21,03 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 61 015 | −40,77 | 3 118 | −40,52 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 183 938 | 2,27 | 9 399 | 2,73 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 143 482 | −4,20 | 7 335 | −3,78 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 16 554 | −14,89 | 1 | |||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 88 | 1,15 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 21 687 | −47,90 | 1 108 | −47,66 |
