Grundläggande statistik
| Institutionella ägare | 762 total, 760 long only, 0 short only, 2 long/short - change of −1,03% MRQ |
| Genomsnittlig portföljallokering | 0.4053 % - change of −9,25% MRQ |
| Institutionella aktier (lång) | 53 830 272 (ex 13D/G) - change of −2,01MM shares −3,59% MRQ |
| Institutionellt värde (lång) | $ 5 139 166 USD ($1000) |
Institutionellt ägande och aktieägare
ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF (US:NOBL) har 762 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 53,830,272 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Raymond James Financial Inc, Wells Fargo & Company/mn, Cresset Asset Management, LLC, Royal Bank Of Canada, Cliftonlarsonallen Wealth Advisors, Llc, and Commonwealth Equity Services, Llc .
ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF (BATS:NOBL) 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 19, 2025 is 103,30 / share. Previously, on September 20, 2024, the share price was 105,50 / share. This represents a decline of 2,09% 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.
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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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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Moody National Bank Trust Division | 6 434 | 0,00 | 648 | −1,52 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2 570 | 0,00 | 259 | −1,53 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 39 565 | −3,80 | 3 984 | −5,19 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 17 368 | 0,00 | 1 749 | −1,47 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7 977 | 0,06 | 803 | −1,35 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Essex LLC | 2 394 | 0,42 | 241 | −0,82 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5 662 | −4,71 | 570 | −5,94 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 227 099 | 22,43 | 22 869 | 22,24 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 38 422 | −16,40 | 3 869 | −17,61 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 136 889 | 9,38 | 13 785 | 7,80 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 3 405 | 0,00 | 343 | −1,44 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 6 068 | 0,00 | 611 | −1,45 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 85 651 | −0,54 | 8 643 | −1,94 | ||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 455 | 0,00 | 46 | 0,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 249 | −10,98 | 126 | −12,59 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 5 449 | 0,22 | 549 | −1,26 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 228 | 0,00 | 23 | −4,35 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 100 | 10 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 480 | 48 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 12 082 | 4,33 | 1 217 | 2,79 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 99 274 | −16,18 | 10 | −25,00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 575 | 29,63 | 159 | 27,42 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 5 975 | −11,22 | 602 | −12,52 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3 063 | −48,23 | 308 | −49,01 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 197 | −16,29 | 121 | −17,81 | ||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 100 | 0,09 | 111 | −1,79 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 5 578 | 0,00 | 562 | −1,41 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 4 574 | 0,00 | 463 | −1,28 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 495 081 | 0,30 | 49 855 | −1,16 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 7 496 | 17,73 | 755 | 16,00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 30 | 0,00 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 762 | −14,49 | 480 | −15,82 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 514 | −26,08 | 455 | −27,24 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 114 904 | −10,44 | 11 571 | −11,73 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 28 | −99,76 | 3 | −99,83 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 63 934 | −52,52 | 6 438 | −53,21 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2 513 | 23,92 | 257 | 27,36 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 57 980 | 2,49 | 5 839 | 1,00 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 290 231 | 29 385 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 180 286 | 26,74 | 18 348 | 26,23 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 250 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 3 125 | 315 | ||||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 2 674 | 8,26 | 269 | 6,75 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 5 397 | −9,96 | 543 | −11,27 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4 374 | −0,36 | 440 | −1,79 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 96 303 | −5,85 | 9 698 | −7,21 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 3 875 | −21,08 | 390 | −22,16 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 9 167 | 3,01 | 923 | 1,54 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 5 362 | −23,04 | 543 | −24,20 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 4 500 | 0,00 | 453 | −1,31 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 774 | −10,20 | 279 | −11,43 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6 868 | 0,01 | 692 | −1,43 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 7 324 | 3,90 | 738 | 2,36 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 2 339 | 0,13 | 236 | −1,26 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 221 | −13,14 | 1 231 | −14,41 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 6 243 | 31,13 | 632 | 29,51 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 3 599 | −1,15 | 362 | −2,69 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 349 | 35 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8 546 | −0,23 | 865 | −1,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 42 692 | 1,08 | 4 299 | 4,19 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 12 772 | 0,00 | 1 286 | −1,46 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 10 050 | −0,99 | 1 012 | −2,41 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 7 541 | 3,76 | 759 | 2,29 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 975 | 0,00 | 98 | −1,01 | ||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 5 815 | 0,02 | 1 | |||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 7 484 | −1,12 | 754 | −2,59 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 292 008 | −0,93 | 29 405 | −2,37 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 3 077 | −22,04 | 310 | −23,33 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 4 694 | −0,87 | 475 | −2,26 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 188 547 | 11,05 | 19 283 | 11,80 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 28 677 | 0,99 | 2 888 | −0,48 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 9 320 | 0,00 | 939 | −1,47 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 5 340 | 0,02 | 538 | −1,47 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10 790 123 | −4,34 | 1 086 566 | −5,73 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 37 497 | −32,56 | 3 776 | −33,64 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 10 915 | −20,17 | 1 099 | −21,33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9 829 | −14,05 | 990 | −15,33 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3 309 | 0,00 | 333 | −1,48 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 21 428 | −7,25 | 2 158 | −8,60 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 2 987 | 0,00 | 301 | −1,64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 377 | 56,52 | 844 | 54,40 | ||||
| 2025-08-13 | 13F | McCollum Christoferson Group LLC | 2 000 | 0,00 | 201 | −1,47 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 25 800 | −11,03 | 2 598 | −12,32 | |||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 40 400 | −4,94 | 4 068 | −6,31 | |||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 307 | 0,00 | 31 | 0,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 35 513 | 134,66 | 3 576 | 131,31 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 245 132 | −28,33 | 24 685 | −29,37 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 154 106 | 7,22 | 15 518 | 5,67 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4 081 | −0,92 | 411 | −2,38 | ||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 3 927 | −0,25 | 395 | −1,74 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 7 280 | 733 | ||||||
| 2025-07-16 | 13F | West Branch Capital LLC | 50 | 0,00 | 5 | 0,00 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4 060 | 3,41 | 409 | 1,75 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 69 397 | 0,00 | 7 | −14,29 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 065 | 326,00 | 107 | 328,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 790 | −3,16 | 986 | −4,55 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 8 027 | 0,00 | 808 | 3,32 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 4 561 | −2,79 | 459 | −4,18 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2 031 | 0,45 | 205 | −0,97 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 6 775 | 29,42 | 682 | 27,72 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 108 | 0,00 | 11 | −9,09 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14 262 | −2,87 | 1 444 | −4,18 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 27 186 | −0,43 | 2 738 | −1,86 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 25 756 | −20,66 | 2 594 | −21,83 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 49 928 | 1,44 | 5 028 | −0,04 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 3 041 | −4,97 | 306 | −6,13 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 44 489 | −2,37 | 4 480 | −3,78 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 103 | −60,69 | 10 | −61,54 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 781 | −5,65 | 784 | −7,01 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 25 855 | 4,20 | 2 618 | 3,23 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 4 766 | −2,06 | 480 | −3,62 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 080 | −18,80 | 512 | −20,03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 98 301 | −4,37 | 9 899 | −5,76 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 12 307 | −2,78 | 1 239 | −4,18 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 552 | −1,55 | 358 | −2,99 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 80 906 | −25,54 | 8 327 | −25,01 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 220 | 0,00 | 22 | 0,00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 26 917 | 17,90 | 2 711 | 16,21 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 3 801 | −5,59 | 383 | −7,06 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 72 867 | −1,95 | 7 338 | −3,37 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 6 851 | −5,71 | 690 | −7,14 | ||||
| 2025-07-10 | 13F | McHugh Group, LLC | 6 000 | 604 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 13 913 | −43,88 | 1 401 | −44,69 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 8 910 | 0,00 | 897 | −1,43 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 18 551 | 0,00 | 1 868 | −1,42 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 655 | 3,51 | 267 | 1,91 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 245 | 0,00 | 25 | −4,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 093 | 0,00 | 110 | −0,90 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 70 759 | 5,54 | 7 164 | 4,57 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 4 757 | −3,04 | 479 | −4,59 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 14 339 | 5,55 | 1 444 | 3,96 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8 985 | −97,66 | 904 | −97,70 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 5 039 | 0,18 | 507 | −1,17 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27 728 | 3,83 | 2 792 | 2,35 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2 530 | −20,44 | 255 | −21,60 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 288 | 341 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 27 564 | −9,51 | 2 776 | −10,80 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 3 205 | −14,65 | 323 | −15,93 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 2 196 | 4,08 | 221 | 2,79 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 585 | 59 | ||||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 24 210 | 2,09 | 2 438 | 0,58 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 487 335 | −1,01 | 49 | −2,00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 58 719 | 0,29 | 5 913 | −1,15 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 74 922 | −1,27 | 7 545 | −2,70 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 40 | 0,00 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 942 | 47,70 | 800 | 45,54 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 48 487 | −6,46 | 4 883 | −7,82 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 15 161 | −0,91 | 1 527 | −2,37 | ||||
| 2025-08-07 | 13F | PFG Advisors | 2 302 | −42,06 | 232 | −42,96 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 102 | 0,07 | 413 | −1,20 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 100 | 0,00 | 10 | 0,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 4 346 | 23,01 | 438 | 21,05 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 3 367 | −21,72 | 339 | −22,78 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 30 975 | −7,84 | 3 119 | −9,17 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 4 293 | −0,65 | 432 | −2,04 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 74 107 | 5,40 | 7 463 | 3,87 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 24 072 | 0,63 | 2 424 | −0,82 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 53 087 | −6,12 | 5 348 | −7,48 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 311 619 | −7,55 | 33 339 | −3,30 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 3 051 | 0,00 | 307 | −1,29 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 27 906 | 4,03 | 2 810 | 2,52 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 9 385 | −2,55 | 945 | −3,96 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 32 | −13,51 | 3 | 0,00 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 91 142 | 3,26 | 9 178 | 1,76 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 81 304 | 4,12 | 8 187 | 2,61 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 96 704 | 0,91 | 9 738 | −0,55 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 15 | 2 | ||||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 111 487 | 0,16 | 11 227 | −1,29 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 205 | 21 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Bare Financial Services, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 22 783 | −0,65 | 2 294 | −2,09 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 3 416 | −21,38 | 344 | −20,37 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 5 931 | 2,67 | 597 | 1,19 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 5 635 | −29,69 | 1 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 18 978 | −2,34 | 1 911 | −3,73 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 194 | 59,02 | 20 | 58,33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 20 382 | 9,83 | 2 052 | 21,78 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 436 | 41,56 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 522 | 0,00 | 53 | −1,89 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 2 970 | −9,45 | 299 | −10,75 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 4 031 | 0,00 | 406 | −1,46 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 40 | 0,00 | 4 | 0,00 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 2 605 | 0,19 | 262 | −1,13 | ||||
| 2025-08-14 | 13F | Fmr Llc | 43 577 | −4,60 | 4 388 | −5,98 | ||||
| 2025-05-15 | 13F | Prosperity Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 351 | 0,57 | 36 | 5,88 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 3 595 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 4 462 | −1,13 | 449 | −2,60 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 227 441 | −1,69 | 22 903 | −3,11 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 60 363 | 11,41 | 6 079 | 9,79 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 9 041 | 5,94 | 1 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 19 779 | −44,74 | 1 992 | −45,56 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 27 180 | −17,68 | 2 737 | −18,86 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 1 076 | 0,00 | 108 | −0,92 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 3 192 | 0,44 | 321 | −0,93 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 14 321 | 0,00 | 1 442 | −1,44 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9 376 | 161,97 | 944 | 158,63 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1 897 | 18,12 | 191 | 15,85 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 2 149 | −13,52 | 216 | −14,62 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 339 055 | 0,73 | 34 143 | −0,73 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 10 087 | −0,36 | 1 033 | −0,10 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 6 170 | 0,54 | 621 | −0,96 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 8 178 | 1,74 | 824 | 0,24 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 1 550 | −7,07 | 156 | −8,24 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 42 817 | 0,04 | 4 312 | −1,42 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 889 | 0,57 | 89 | −1,11 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 20 347 | −26,96 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 436 | 7,17 | 346 | 5,50 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 11 675 | 0,00 | 1 176 | −1,43 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 400 | 0,00 | 40 | 0,00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 164 | 0,00 | 17 | 0,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 287 | −3,30 | 331 | −4,90 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 16 652 | 4,64 | 1 677 | 3,08 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 427 | 0,00 | 43 | 0,00 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 017 | 0,00 | 203 | −1,46 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 92 715 | 0,38 | 9 | 0,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 52 200 | 4,12 | 5 256 | 2,62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 170 | −33,07 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 33 | −42,11 | 3 | −50,00 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 189 | 0,00 | 19 | 0,00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 771 | 0,00 | 279 | −1,41 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 74 552 | 2,98 | 7 507 | 1,49 | ||||
| 2025-05-12 | 13F | Ironwood Investment Counsel, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 238 | −10,86 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 200 | 0,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 155 | 0,65 | 16 | 0,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 121 895 | 10,87 | 12 275 | 9,26 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 69 213 | −0,26 | 6 970 | −1,71 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 122 325 | 367,64 | 12 319 | 361,21 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 233 | 0,00 | 23 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 175 176 | 19,62 | 17 572 | 18,97 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 664 755 | 1,40 | 66 941 | −0,07 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 164 | 177,97 | 17 | 166,67 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 34 207 | 831,56 | 3 445 | 818,40 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 23 146 | 7,79 | 2 331 | 6,20 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 3 000 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 24 019 | 2,88 | 2 419 | 1,38 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7 483 | 1,98 | 758 | 0,66 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 9 473 | −75,87 | 954 | −76,24 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 084 | 508,99 | 109 | 505,56 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16 724 | −1,17 | 1 684 | −2,60 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 659 573 | 1,88 | 66 419 | 0,41 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 6 365 | 0,43 | 641 | −1,08 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 2 118 | 0,00 | 213 | −1,39 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 115 865 | 4 995,21 | 11 668 | 4 928,88 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 77 100 | −47,56 | 7 764 | −48,33 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 45 399 | 1,08 | 4 572 | −0,39 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 659 | 0,00 | 66 | −1,49 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 795 | −35,78 | 80 | −34,96 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 3 993 | 1,04 | 402 | −0,25 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 13 705 | 1,84 | 1 380 | 0,44 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 064 | −21,01 | 208 | −22,18 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 4 748 | −21,49 | 481 | −22,58 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 600 | 0,00 | 161 | −1,23 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 2 450 | 0,00 | 247 | −1,60 | ||||
| 2025-07-16 | 13F | American National Bank | 1 022 | 95,79 | 103 | 92,45 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3 347 | −8,35 | 339 | −9,36 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 8 155 | 10,11 | 821 | 14,19 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 950 | 0,00 | 196 | −2,97 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 46 959 | 1,72 | 4 798 | 4,42 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 71 303 | −1,41 | 7 180 | −2,83 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 19 322 | 1,71 | 1 946 | 0,21 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 25 450 | 11,90 | 2 562 | 10,29 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 8 774 | 0,00 | 884 | −1,45 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 487 902 | −2,68 | 49 | −3,92 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 408 | −5,42 | 545 | −6,85 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2 178 | 219 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3 102 | 0,00 | 312 | −1,27 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 42 506 | −0,23 | 4 280 | −1,68 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10 048 | 27,35 | 1 012 | 25,43 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2 786 | 5,89 | 281 | 4,48 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 563 | 0,00 | 157 | −1,26 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2 439 | 3,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7 779 | −0,71 | 783 | −2,12 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 6 098 | 2,64 | 614 | 1,15 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 9 718 | −2,09 | 1 | −100,00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 37 108 | 7,43 | 3 737 | 5,87 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 2 543 | −7,73 | 256 | −8,90 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 32 177 | −4,29 | 3 240 | −5,68 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 022 | −1,98 | 304 | −3,49 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 3 251 | 0,06 | 327 | −1,51 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 360 | −27,62 | 741 | −26,78 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 29 532 | 26,64 | 3 018 | 29,99 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 4 762 | −10,96 | 487 | −8,65 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 674 | 0,48 | 169 | −1,18 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 625 | 0,00 | 264 | −1,49 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 8 332 | 8,46 | 839 | 7,02 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 30 954 | −0,68 | 3 117 | −2,10 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 5 351 | −1,69 | 539 | −3,24 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 5 990 | 0,00 | 603 | −1,47 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6 020 | 0,00 | 606 | −1,46 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 244 221 | −2,04 | 24 954 | −1,90 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 59 239 | 2,73 | 5 965 | 1,24 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 468 | −7,09 | 148 | −8,70 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 16 282 | 0,10 | 1 640 | −1,32 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 5 512 | 16,93 | 555 | 15,38 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 5 290 | −12,13 | 533 | −13,50 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 26 705 | 5,75 | 2 729 | 8,56 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 4 465 | 15,97 | 450 | 21,68 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 12 407 | −1,34 | 1 249 | −2,80 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 3 275 | 0,00 | 330 | −1,50 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 6 339 | −2,13 | 638 | −3,48 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 38 684 | −12,81 | 3 895 | −14,07 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 5 093 | −1,37 | 513 | −2,85 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 9 251 | 0,25 | 932 | −1,17 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 226 | 0,44 | 23 | 0,00 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15 163 | −5,90 | 1 527 | −7,29 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 7 064 | −12,10 | 711 | −13,40 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 8 935 | 900 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 28 881 | −0,12 | 2 908 | −1,52 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 9 693 | 0,02 | 976 | −1,41 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5 260 | 0,36 | 530 | −1,12 | ||||
| 2025-07-30 | 13F | Benin Management CORP | 7 100 | 0,00 | 715 | −1,52 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 5 225 | −20,31 | 526 | −21,38 | ||||
| 2025-05-15 | 13F | Edmond De Rothschild Holding S.a. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6 977 | 0,42 | 703 | −0,99 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13 298 | −38,51 | 1 339 | −39,38 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 139 | 0,00 | 14 | 0,00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 370 | 0,54 | 37 | 0,00 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 5 713 | 0,46 | 575 | −1,03 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6 118 | −1,58 | 616 | −2,99 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 255 573 | −10,52 | 25 736 | −11,82 | ||||
| 2025-04-30 | 13F | Nisa Investment Advisors, Llc | 0 | 86 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 491 543 | −0,11 | 49 498 | −1,56 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 045 | 10,53 | 307 | 8,90 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 17 893 | 37,41 | 1 802 | 35,41 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 4 535 | −7,64 | 457 | −8,98 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 12 652 | 0,00 | 1 281 | −1,31 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 503 | −6,36 | 252 | −7,69 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 2 305 | −4,16 | 232 | −5,31 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 4 733 | 0,00 | 477 | −1,45 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 977 | 0,00 | 98 | −1,01 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 1 800 861 | 4,45 | 182 337 | 3,04 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 68 328 | −2,82 | 6 881 | −1,70 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 601 | 0,50 | 60 | −1,64 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19 321 | 26,31 | 1 946 | 24,52 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 539 | −39,03 | 54 | −40,00 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 23 997 | 14,89 | 2 416 | 13,21 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 923 | 50,82 | 93 | 48,39 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2 480 | −0,16 | 250 | −1,58 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 10 377 | −46,48 | 1 045 | −47,30 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 50 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 150 459 | 2,79 | 15 151 | 1,30 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 50 | 0,00 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 4 737 | 9,98 | 477 | 8,41 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 5 395 | 4,19 | 543 | 2,65 | ||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 6 360 | 55,96 | 640 | 53,85 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 3 000 | 0,00 | 302 | −1,31 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 3 837 | 0,21 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 2 037 | 0,15 | 205 | −0,97 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2 437 | −3,94 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 93 466 | 56,50 | 9 412 | 54,23 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 10 896 | 0,00 | 1 097 | −1,44 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 539 | 0,00 | 356 | −1,39 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 169 | −21,50 | 319 | −22,57 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 769 | 19,32 | 1 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 423 | 0,00 | 244 | −1,62 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 200 | 0,00 | 20 | 5,26 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 3 853 | −92,59 | 388 | −92,71 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 2 305 | 0,48 | 232 | −0,85 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 9 100 | −12,08 | 916 | −13,34 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 2 454 | 4,25 | 247 | 2,92 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5 975 | −41,61 | 602 | −42,49 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 25 740 | −1,84 | 2 592 | −3,28 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 9 424 | 0,00 | 949 | −1,46 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 21 370 | −45,91 | 2 | −50,00 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 23 278 | 0,99 | 2 344 | −0,47 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5 213 | 37,55 | 525 | 35,40 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 21 412 | −6,15 | 2 156 | −7,51 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 4 163 | 419 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 745 | 0,00 | 275 | −0,36 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 61 155 | 6,60 | 6 294 | 7,39 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 20 991 | −6,14 | 2 096 | −8,32 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 2 152 | 0,00 | 217 | −1,37 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 5 522 | −20,70 | 566 | −20,65 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 2 374 | 0,00 | 239 | −1,24 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 18 025 | 10,51 | 1 815 | 8,94 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 4 036 | 1,92 | 406 | 0,50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 269 290 | −4,02 | 27 118 | −5,41 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 7 439 | 0,00 | 749 | −1,45 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 235 | 0,00 | 24 | −4,17 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 292 | 61,50 | 130 | 60,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 866 196 | −4,96 | 87 | −6,45 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 100 | 0,00 | 10 | 0,00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4 002 | 403 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 2 274 | −7,97 | 229 | −9,52 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 469 | 0,00 | 47 | 0,00 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1 640 | 2,50 | 165 | 1,23 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 3 534 | −2,75 | 356 | −4,31 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 675 | −5,16 | 370 | −6,33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 356 | 0,56 | 36 | −2,78 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 32 491 | 14,55 | 3 289 | 12,99 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 2 201 | −4,10 | 222 | −5,56 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12 544 | −68,05 | 1 263 | −68,51 | ||||
| 2025-05-09 | 13F | Citizens Financial Group Inc/ri | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 2 379 | −8,29 | 240 | −9,81 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6 743 | 0,00 | 679 | −1,45 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 80 397 | 13,11 | 8 096 | 11,47 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14 073 | 20,90 | 1 417 | 19,09 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 36 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 788 | −7,47 | 281 | −8,79 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2 504 | 0,04 | 252 | −1,18 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4 392 | −4,25 | 442 | −0,67 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 5 404 | 0,00 | 542 | −1,81 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 15 325 | −3,48 | 1 543 | −4,87 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 8 273 | 0,01 | 833 | −1,42 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 2 051 | 207 | ||||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 38 458 | 1,35 | 3 873 | −0,13 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 17 896 | 1 802 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5 548 | −66,59 | 559 | −66,49 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 13 890 | −3,68 | 1 399 | −5,09 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 3 701 | 2,07 | 373 | 0,54 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 9 361 | 327,25 | 943 | 322,42 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 2 027 | 204 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 2 453 | −8,40 | 247 | −9,52 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 41 896 | −0,85 | 4 219 | −2,29 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 4 543 | −50,00 | 457 | −50,75 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 394 814 | −0,12 | 39 758 | −1,57 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 74 037 | 3,12 | 7 456 | 1,62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 261 569 | 22,40 | 26 340 | 20,63 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 155 975 | 2,27 | 15 707 | 0,79 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 24 900 | −73,60 | 2 507 | −73,99 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 4 890 | 5,73 | 492 | 4,24 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 47 400 | −6,09 | 4 773 | −7,45 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 38 422 | 1,38 | 3 869 | 5,05 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16 115 | −2,90 | 1 623 | −4,31 | ||||
| 2025-05-12 | 13F | Keating Investment Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12 197 | −1,80 | 1 228 | −3,23 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 2 572 | 0,00 | 259 | −1,15 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bienville Capital Management, LLC | 15 482 | 21,49 | 1 568 | 19,89 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 2 037 | 0,00 | 205 | −1,44 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 4 757 | −2,02 | 479 | −3,43 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 14 073 | 0,00 | 1 417 | −1,39 | ||||
| 2025-08-04 | 13F | Balentine LLC | 23 817 | 0,00 | 2 398 | −1,44 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 7 121 | 1,71 | 720 | 4,05 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 853 783 | −4,84 | 186 676 | −6,22 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 4 027 | 0,00 | 406 | −1,46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 668 334 | −0,14 | 470 101 | −1,59 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 2 060 | 0,00 | 207 | −1,43 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4 522 | 7 313,11 | 455 | 7 483,33 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 51 747 | −20,84 | 5 | −16,67 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 45 912 | 0,66 | 4 623 | −0,79 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6 579 | 39,77 | 663 | 37,92 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 19 332 | −22,00 | 1 947 | −23,14 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 661 070 | 7,38 | 66 570 | 5,82 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 2 640 | −48,88 | 270 | −48,67 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 110 | 0,00 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 212 563 | 57,14 | 21 405 | 54,87 | ||||
| 2025-04-16 | 13F | BTS Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 51 796 | −4,99 | 5 216 | −6,36 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 737 | 20,16 | 376 | 18,61 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 16 197 | 1 640 | ||||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 2 349 | 0,00 | 237 | −1,67 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 9 265 | −4,04 | 933 | −5,48 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 177 879 | 44,30 | 17 919 | 44,14 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 190 007 | −4,05 | 19 | −5,00 | ||||
| 2025-08-11 | 13F | ICICI Prudential Asset Management Co Ltd | 38 501 | 0,00 | 3 877 | −1,35 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 951 | 0,00 | 96 | −2,06 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 24 815 | −62,61 | 2 499 | −63,16 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 8 429 | 5,48 | 867 | 11,17 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 44 278 | −1,46 | 4 459 | −2,90 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2 081 | −45,95 | 210 | −46,82 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 227 | 23 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 700 | −20,00 | 373 | −21,19 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 5 092 | 0,00 | 513 | −1,54 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 718 | 0,00 | 374 | −1,32 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 694 | 3,22 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 721 | −8,04 | 73 | −10,00 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 4 175 | 0,43 | 420 | −0,94 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 29 987 | −1,97 | 3 020 | −3,39 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6 052 | −29,04 | 609 | −30,08 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 132 979 | −3,79 | 13 453 | −4,74 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 30 278 | −12,24 | 3 049 | −13,53 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 5 778 | 1,76 | 595 | 2,59 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32 835 | 7,82 | 3 306 | 6,27 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 11 736 | 0,32 | 1 182 | −1,17 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 386 | 0,52 | 39 | −2,56 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 13 874 | 5,16 | 1 402 | 3,70 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 109 | 0,00 | 11 | −9,09 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 21 873 | −11,21 | 2 203 | −12,51 | ||||
| 2025-08-13 | 13F | Advisory Research Inc | 2 231 | 0,00 | 225 | −1,32 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3 142 | −4,79 | 316 | −4,82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8 583 | −1,87 | 864 | −3,25 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 45 700 | −0,22 | 4 602 | −1,65 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 2 393 | 0,46 | 241 | −1,23 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 1 791 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 17 920 | −11,51 | 1 805 | −12,81 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 8 577 | −1,41 | 864 | −2,82 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3 477 | −20,42 | 350 | −21,52 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 400 | 100,00 | 40 | 100,00 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 5 597 | 0,00 | 564 | −1,40 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4 120 | −35,16 | 422 | −34,88 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 26 575 | 5,17 | 2 676 | 3,68 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 495 | −11,25 | 453 | −12,57 | ||||
| 2025-05-08 | 13F | Cordatus Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 77 957 | −5,13 | 7 851 | −6,50 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 35 347 | −61,38 | 3 559 | −61,94 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 4 417 | −28,26 | 445 | −29,41 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 13 853 | −2,24 | 1 395 | −3,66 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 16 919 | −23,45 | 1 741 | −22,90 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17 235 | −4,62 | 1 736 | −6,01 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 251 | 3,87 | 327 | 3,81 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9 496 | −48,64 | 956 | −48,57 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17 365 | 3,16 | 1 749 | 1,63 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 163 308 | 0,64 | 16 445 | −0,82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33 642 | −26,23 | 3 388 | −27,30 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 10 348 | −16,68 | 1 042 | −17,90 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41 333 | −0,65 | 4 162 | −2,07 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 2 686 | 9,05 | 271 | 7,57 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 2 157 | −1,82 | 217 | −3,12 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 32 804 | −3,36 | 3 303 | −4,76 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 16 778 | 0,71 | 1 690 | −0,76 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 3 304 | 0,00 | 333 | −1,19 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 6 081 | −6,42 | 612 | −7,69 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 60 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 153 463 | 0,00 | 15 538 | −1,36 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 273 | 229 | ||||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 2 690 | 0,00 | 271 | −1,46 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 19 037 | −7,33 | 1 917 | −8,67 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 36 570 | −11,41 | 4 | −25,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 3 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 24 333 | −4,17 | 2 464 | −5,49 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 3 550 | 357 | ||||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 25 404 | 0,02 | 2 558 | −1,43 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 4 365 | −67,93 | 442 | −68,27 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5 983 | −18,94 | 603 | −20,16 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 152 915 | −0,90 | 15 399 | −2,34 | ||||
| 2025-08-01 | 13F | General American Investors Co Inc | 17 500 | 0,00 | 1 762 | −1,45 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3 108 | −19,31 | 313 | −20,61 | ||||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 75 | 82,93 | 8 | 75,00 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 45 | 0,00 | 5 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 653 | 66,00 | 972 | 63,64 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 12 542 | 6,43 | 1 263 | 4,82 | ||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14 247 | 15,11 | 1 435 | 13,45 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6 795 | −4,69 | 699 | −3,72 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2 525 | 254 | ||||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 9 565 | 0,35 | 963 | −1,13 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 625 | 0,00 | 63 | −1,59 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 100 | 211 | ||||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 9 467 | 953 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 42 948 | −2,85 | 4 325 | −4,27 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CFC Planning Co LLC | 5 418 | 12,36 | 546 | 10,77 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2 345 | −8,43 | 236 | −9,58 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 332 | 235 | ||||||
| 2025-05-08 | 13F | Dearborn Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 45 766 | −23,81 | 4 642 | −24,61 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 10 080 | 41,28 | 1 015 | 39,23 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 25 521 | 0,70 | 2 570 | −0,77 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 30 394 | 3,49 | 3 061 | 1,97 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 224 | 0,00 | 23 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 49 673 | 0,40 | 5 002 | −1,05 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 14 464 | 0,78 | 1 457 | −0,68 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 174 933 | −32,02 | 17 616 | −33,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 264 227 | 3,37 | 328 708 | 1,88 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 556 | 0,36 | 56 | 0,00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 2 411 | 1,73 | 243 | 0,00 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 24 967 | 2 514 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 44 011 | 2,06 | 4 432 | 0,57 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 411 | −1,19 | 142 | −2,07 | ||||
| 2025-08-12 | 13F | Pring Turner Capital Group Inc | 72 655 | −4,13 | 7 316 | −5,53 | ||||
| 2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 1 219 | 0,00 | 123 | −1,61 | ||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 19 523 | −12,16 | 1 966 | −13,47 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 3 936 | 0,00 | 396 | −1,49 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 59 939 | −18,06 | 6 036 | −19,25 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15 982 | −1,18 | 1 609 | −2,60 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 500 | 0,00 | 50 | −1,96 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 75 | 114,29 | 8 | 133,33 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 21 226 | 50,62 | 2 137 | 48,51 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 2 420 | 0,00 | 247 | 2,92 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 48 028 | 4,10 | 4 836 | 2,59 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 4 691 | −4,23 | 472 | −5,60 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 68 125 | 1,66 | 6 860 | 0,19 | ||||
| 2025-05-15 | 13F | Brevan Howard Capital Management LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 59 025 | 0,78 | 5 944 | −0,69 | ||||
| 2025-07-31 | 13F | United Community Bank | 525 | 0,00 | 53 | −1,89 | ||||
| 2025-07-24 | 13F | Eastern Bank | 22 708 | −11,44 | 2 287 | −12,75 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kennedy Investment Group | 2 854 | 0,46 | 287 | −1,03 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 2 639 | 0,00 | 266 | −1,49 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 33 816 | −2,16 | 3 405 | −3,57 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 41 256 | −2,12 | 4 154 | −3,55 | ||||
| 2025-07-28 | 13F | Galilei Investment Office LLP | 134 140 | 0,00 | 13 505 | −1,41 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 42 | 0,00 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 45 105 | −1,46 | 4 722 | 6,62 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 83 374 | 10,20 | 8 396 | 8,60 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 2 866 | 0,00 | 293 | 2,46 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2 410 | −11,00 | 243 | −12,32 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 2 128 | 0,38 | 214 | −0,93 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 173 | 0,00 | 17 | 0,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 074 | 0,00 | 108 | −0,92 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 274 | 0,00 | 28 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 87 703 | −9,42 | 8 833 | −10,73 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7 948 | −1,80 | 800 | −3,26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 20 547 | 2 069 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 51 838 | 4,37 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 2 608 | 263 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 58 272 | 0,66 | 5 868 | −0,81 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9 242 | −12,66 | 931 | −13,97 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 118 445 | −8,58 | 11 927 | −9,90 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 40 763 | 55,52 | 4 105 | 57,30 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11 212 | −7,36 | 1 129 | −6,23 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 2 068 | 0,00 | 208 | −1,42 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 34 282 | 78,74 | 3 452 | 76,21 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1 275 | 0,00 | 128 | −1,54 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 27 400 | 0,87 | 2 789 | 0,47 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 2 341 | 0,00 | 236 | −1,67 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 83 774 | −6,63 | 8 669 | −0,68 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 884 | 27,89 | 391 | 26,13 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 5 147 | 1,76 | 512 | −0,78 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 16 324 | 115,70 | 1 653 | 112,89 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 652 | 0,00 | 66 | −1,52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 628 017 | −1,73 | 63 243 | −3,18 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 7 142 | 25,58 | 719 | 27,03 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 11 892 | −2,25 | 1 198 | −3,70 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 54 809 | 9,44 | 5 519 | 7,86 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 809 | 2,42 | 585 | 0,86 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 16 128 | −10,86 | 1 624 | −12,12 | ||||
| 2025-05-15 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 8 935 | 0,46 | 900 | −0,99 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 73 733 | 0,23 | 7 425 | −1,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 60 480 | 20,96 | 6 090 | 19,20 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 77 873 | −86,13 | 7 842 | −86,34 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 372 | 0,00 | 37 | −2,63 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 21 195 | −54,93 | 2 219 | −51,42 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 3 875 | 0,00 | 390 | −1,27 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 11 498 | −0,85 | 1 158 | −2,36 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 722 | 684,78 | 73 | 700,00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2 063 | 0,39 | 208 | −1,43 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 7 037 | −3,30 | 709 | −4,71 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 2 361 | 238 | ||||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 19 042 | −1,80 | 1 918 | −3,23 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 288 | 29 | ||||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 3 033 | 0,00 | 305 | −1,29 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5 021 | 0,42 | 506 | −0,98 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 30 060 | −10,15 | 3 027 | −11,44 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6 774 | −6,82 | 686 | −7,68 | ||||
| 2025-05-09 | 13F | Cary Street Partner Investment Advisory Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 57 790 | −1,10 | 5 820 | −2,53 | ||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 6 314 | −87,89 | 636 | −88,08 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 21 181 | 8,18 | 2 133 | 6,60 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 3 835 | 0,00 | 386 | −1,28 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 92 215 | 34,18 | 9 491 | 35,15 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 1 616 | 45,59 | 163 | 43,36 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8 769 | −6,02 | 883 | −7,45 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 12 308 | 15,87 | 1 239 | 14,19 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 9 832 | −6,77 | 990 | −8,08 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 21 692 | 2,39 | 2 184 | 0,92 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 3 908 | 0,44 | 394 | −1,01 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 4 758 | −5,61 | 479 | −6,99 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 2 700 | 0,00 | 272 | −1,45 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 200 | 0,00 | 20 | 0,00 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 19 065 | 3,46 | 1 920 | 1,97 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9 358 | 4,33 | 942 | 2,84 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 19 606 | 1,29 | 1 974 | −0,15 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 16 485 | −81,36 | 1 660 | −81,63 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 73 015 | −3,00 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 25 881 | 10,15 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 3 556 | −1,03 | 358 | −2,45 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 27 435 | 0,00 | 2 763 | −1,46 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4 505 | −33,55 | 454 | −34,54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 485 417 | −1,36 | 48 901 | −2,77 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 7 280 | −87,56 | 733 | −87,74 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 2 947 | 0,44 | 297 | −1,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 3 800 | −19,15 | 383 | −20,42 | |||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 400 200 | 24,01 | 40 300 | 22,22 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 17 900 | 5,92 | 1 803 | 4,40 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24 844 | −19,59 | 2 502 | −20,78 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 3 698 | 0,03 | 372 | −1,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 116 311 | −1,81 | 11 713 | −3,23 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 33 037 | 0,52 | 3 | 0,00 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 300 283 | 0,76 | 30 238 | −0,70 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 32 785 | −3,78 | 3 301 | −5,17 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 6 791 | 684 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 31 782 | 0,74 | 3 200 | −0,71 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17 995 | −2,11 | 1 812 | −3,51 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 4 130 | −5,82 | 416 | −7,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 131 524 | −1,37 | 13 245 | −2,80 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 11 235 | 0,00 | 1 131 | −1,39 |
