Grundläggande statistik
Institutionella ägare | 364 total, 362 long only, 0 short only, 2 long/short - change of 8,28% MRQ |
Genomsnittlig portföljallokering | 0.3165 % - change of 9,29% MRQ |
Institutionella aktier (lång) | 18 878 256 (ex 13D/G) - change of 0,51MM shares 2,79% MRQ |
Institutionellt värde (lång) | $ 1 317 826 USD ($1000) |
Institutionellt ägande och aktieägare
Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF (US:ONEQ) har 364 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 18,878,256 aktier. Största aktieägare inkluderar Fmr Llc, Commonwealth Equity Services, Llc, LPL Financial LLC, Fisher Asset Management, LLC, Wealthfront Advisers Llc, Heck Capital Advisors, LLC, Bank Of America Corp /de/, Two Sigma Investments, Lp, Analyst IMS Investment Management Services Ltd., and Kestra Advisory Services, LLC .
Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF (NasdaqGM:ONEQ) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 87,25 / share. Previously, on September 12, 2024, the share price was 69,30 / share. This represents an increase of 25,90% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 188 842 | 1 379,14 | 15 126 | 1 642,63 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 327 | 23,11 | 427 | 44,90 | ||||
2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 628 | −27,98 | 371 | −16,10 | ||||
2025-08-14 | 13F | Fmr Llc | 1 420 171 | −5,34 | 113 756 | 11,40 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 5 710 | 0,00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 23 734 | 54,95 | 1 901 | 82,44 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2 943 | 0,10 | 236 | 17,50 | ||||
2025-08-07 | 13F | Cvfg Llc | 20 700 | 18,45 | 1 658 | 39,44 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 4 322 | −4,06 | 346 | 13,07 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 296 | 116,36 | 104 | 157,50 | ||||
2025-08-05 | 13F | Ciovacco Capital Management LLC | 14 758 | 1 182 | ||||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 58 012 | −3,15 | 4 647 | 13,96 | ||||
2025-08-08 | 13F | Creative Planning | 58 739 | 0,84 | 4 705 | 18,69 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 73 606 | 34,53 | 5 896 | 58,30 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 1 059 | 0,00 | 85 | 16,67 | ||||
2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 16 240 | 1 | ||||||
2025-04-15 | 13F | First United Bank Trust/ | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 19 526 | −3,68 | 1 564 | 13,42 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 45 600 | 12,96 | 3 653 | 32,95 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 6 201 | 0,50 | 497 | 18,38 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 2 827 | −25,74 | 202 | −24,06 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 890 | 73 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 87 912 | −57,46 | 7 042 | −49,94 | ||||
2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 54 683 | 0,00 | 4 393 | 18,06 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 5 647 | 452 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27 603 | 2,05 | 2 211 | 20,10 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 11 529 | 5,91 | 923 | 24,73 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 11 196 | −0,62 | 897 | 16,97 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 178 361 | −1,22 | 14 287 | 16,25 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 249 908 | 8,17 | 20 018 | 27,29 | ||||
2025-05-15 | 13F | Wealth Management Strategies, Inc. | 3 355 | 0,12 | 228 | 11 300,00 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 2 979 | −2,23 | 239 | 14,98 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 21 625 | 0,16 | 1 732 | 17,90 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 4 533 | 0,04 | 376 | 21,68 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1 530 | 17,33 | 123 | 38,64 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 3 497 | 0,03 | 280 | 18,14 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 2 933 | −95,71 | 235 | −94,97 | ||||
2025-07-02 | 13F | Dentgroup LLC | 16 365 | 26,80 | 1 311 | 49,20 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 3 619 | −0,08 | 290 | 17,48 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 246 360 | 17,35 | 19 733 | 38,10 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 340 | 0,00 | 27 | 17,39 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 28 774 | 13,39 | 2 305 | 33,41 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 8 883 | 377,07 | 712 | 404,26 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 7 075 | 0,00 | 567 | 17,67 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 37 181 | 708,99 | 2 978 | 854,49 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 22 228 | 0,56 | 1 780 | 18,35 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 2 | 0,00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 5 815 | 466 | ||||||
2025-07-31 | 13F | Optimum Investment Advisors | 500 | −50,00 | 40 | −41,18 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 100 | 0,00 | 168 | 18,31 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 083 | −8,45 | 87 | −3,37 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 9 756 | 0,00 | 781 | 17,62 | ||||
2025-07-17 | 13F | David Kennon Inc | 240 571 | 3,47 | 19 270 | 21,77 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 153 | 6,23 | 253 | 24,75 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 2 750 | 220 | ||||||
2025-08-13 | 13F | River Wealth Advisors LLC | 3 000 | 0,00 | 240 | 17,65 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 86 188 | 25,57 | 6 871 | 46,86 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 10 303 | 0,00 | 825 | 17,69 | ||||
2025-04-15 | 13F | Focus Financial Network, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 100 | −66,67 | 8 | −60,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 625 | 0,00 | 50 | 19,05 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 2 331 | 0,00 | 187 | 17,72 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 879 | 5,69 | 311 | 24,50 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 103 978 | 1,92 | 8 329 | 19,93 | ||||
2025-08-11 | 13F | Eq Llc | 178 461 | 14 295 | ||||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 65 984 | −39,54 | 5 285 | −28,85 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 204 | 7 910,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 326 | −11,42 | 266 | 4,31 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0,00 | 0 | |||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 160 700 | 100,88 | 12 872 | 136,40 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 108 | 0,00 | 9 | 14,29 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 503 186 | −0,08 | 40 | 17,65 | ||||
2025-08-04 | 13F | Hicks Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Delta Investment Management, LLC | 5 500 | 0,00 | 441 | 17,65 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 51 789 | −3,70 | 4 148 | 13,33 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-14 | 13F | Wells Fargo & Company/mn | 110 100 | −8,09 | 8 819 | 8,16 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 22 195 | −1,21 | 1 778 | 16,22 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2 411 | −3,09 | 193 | 14,20 | ||||
2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 18 962 | −29,74 | 1 519 | −6,58 | ||||
2025-07-10 | 13F | HWG Holdings LP | 31 849 | 2 551 | ||||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 200 | 0,00 | 417 | 17,85 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 3 387 | 0,00 | 271 | 17,83 | ||||
2025-05-08 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 223 952 | −16,29 | 17 939 | −1,49 | ||||
2025-08-05 | 13F | Key FInancial Inc | 3 812 | 0,00 | 305 | 17,76 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 2 500 | 200 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 29 | 0,00 | 2 | 100,00 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 27 606 | −22,24 | 2 211 | −8,49 | ||||
2025-07-18 | 13F | Truist Financial Corp | 2 732 | 219 | ||||||
2025-08-12 | 13F | Archer Investment Corp | 670 | 0,00 | 54 | 17,78 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 3 308 | 0,15 | 265 | 17,86 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 38 306 | 23,59 | 3 | 50,00 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 | 2 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 3 859 | 6,99 | 309 | 26,12 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 331 471 | 52,75 | 26 582 | 79,72 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 49 815 | −3,11 | 4 003 | 20,80 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22 140 | −16,97 | 1 773 | −2,26 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 45 141 | 19,30 | 3 616 | 40,39 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 9 059 | −42,38 | 726 | −32,24 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 8 107 | 4,36 | 1 | |||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 7 442 | 0,00 | 596 | 17,79 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 112 896 | 0,47 | 9 043 | 18,23 | ||||
2025-07-17 | 13F | Avondale Wealth Management | 12 440 | 1,00 | 996 | 18,85 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 960 | 0,00 | 0 | |||||
2025-07-25 | 13F | Keener Financial Planning LLC | 543 | 0,00 | 0 | |||||
2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 3 522 | 282 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 11 345 | 218,77 | 909 | 275,21 | ||||
2025-07-31 | 13F | United Community Bank | 75 | 0,00 | 6 | 20,00 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 3 365 | −8,46 | 270 | 7,60 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 57 | 5 | ||||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 20 140 | −11,15 | 1 613 | −6,44 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 199 407 | −10,52 | 15 972 | 5,29 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 39 504 | 4,69 | 3 164 | 23,06 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 258 | 0,00 | 21 | 17,65 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 905 | 0,22 | 73 | 23,73 | ||||
2025-07-25 | 13F | Cwm, Llc | 16 554 | 19,79 | 1 | |||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 2 816 | 226 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 379 | 531,67 | 30 | 650,00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23 386 | 49,95 | 1 873 | 76,53 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 4 419 | −22,74 | 354 | −9,25 | ||||
2025-07-23 | 13F | Sachetta, LLC | 4 | 0,00 | 0 | |||||
2025-07-14 | 13F | Pacifica Partners Inc. | 273 | 0,00 | 22 | 23,53 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 738 | −0,86 | 139 | 16,81 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 15 359 | 0,12 | 1 230 | 17,82 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 309 969 | 3,97 | 24 828 | 22,35 | ||||
2025-08-08 | 13F | Islay Capital Management, Llc | 15 161 | −28,17 | 1 214 | −15,46 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 066 | 9,91 | 486 | 29,33 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 654 | 213 | ||||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 13 614 | 0,35 | 1 091 | 18,09 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2 670 | 0,00 | 214 | 17,68 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | 4 183 | 335 | ||||||
2025-08-14 | 13F | Certified Advisory Corp | 5 378 | 2,71 | 431 | 20,79 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 13 395 | 58,43 | 1 073 | 86,43 | ||||
2025-08-13 | 13F | Harfst & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 321 | 0,00 | 26 | 19,05 | ||||
2025-07-14 | 13F | Abound Wealth Management | 949 | −0,52 | 76 | 18,75 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 288 | 0 | ||||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 45 538 | 4,16 | 3 648 | 22,59 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 103 900 | −3,80 | 8 322 | 13,04 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 3 112 | 0 | ||||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 2 671 | 214 | ||||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 3 174 | −3,35 | 258 | 18,98 | ||||
2025-07-29 | 13F | Commons Capital, Llc | 4 084 | −5,44 | 327 | 11,60 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 352 362 | 6,27 | 28 224 | 25,07 | ||||
2025-08-07 | 13F | Midwest Trust Co | 3 382 | 271 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 499 750 | 23,33 | 40 030 | 45,13 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 21 | 0,00 | 2 | 0,00 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 32 819 | −25,12 | 2 629 | −11,90 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 4 544 | 364 | ||||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 6 766 | 542 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 3 797 | −17,24 | 304 | −2,56 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 32 608 | 40,70 | 2 599 | 64,81 | ||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 9 967 | 0,00 | 798 | 17,70 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9 260 | 0,03 | 742 | 17,62 | ||||
2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | JustInvest LLC | 5 529 | 3,13 | 443 | 21,43 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4 046 | −3,39 | 324 | 13,68 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 21 684 | −0,82 | 1 737 | 16,67 | ||||
2025-08-08 | 13F | KM Capital Management Ltd. | 47 250 | 0,00 | 3 785 | 17,66 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 740 | 59 | ||||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 296 394 | −20,19 | 23 741 | −6,08 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 4 238 | 339 | ||||||
2025-07-30 | 13F | Gimbal Financial | 2 531 | −42,63 | 203 | −32,67 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 100 | 0,00 | 8 | 33,33 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 6 822 | −7,49 | 546 | 8,98 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11 420 | 0,00 | 915 | 14,68 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 172 | −9,36 | 94 | 5,68 | ||||
2025-07-31 | 13F | Auour Investments LLC | 3 330 | 0,00 | 267 | 16,67 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 8 130 | 648 | ||||||
2025-08-14 | 13F | Aqr Capital Management Llc | 3 268 | −53,21 | 262 | −45,05 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Colonial Trust Advisors | 2 562 | 0,00 | 205 | 17,82 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 142 238 | 149,57 | 11 394 | 193,66 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 660 | 0,00 | 53 | 18,18 | ||||
2025-07-28 | 13F | Copia Wealth Management | 27 | 2 | ||||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 11 281 | 0,15 | 904 | 17,89 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 39 718 | 1,69 | 3 181 | 9,69 | ||||
2025-05-01 | 13F | Harmony Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 69 279 | −1,14 | 5 549 | 16,33 | ||||
2025-08-12 | 13F | Zacks Investment Management | 3 310 | 265 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 254 | 20 | ||||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 10 994 | −7,02 | 881 | 9,45 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 2 931 | −4,87 | 235 | 11,96 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 10 612 | 0,00 | 850 | 17,73 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 3 768 | 0,00 | 302 | 17,58 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 35 457 | −4,58 | 2 840 | 12,30 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 5 778 | 0,00 | 463 | 17,56 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 581 | 0,00 | 47 | 17,95 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 37 160 | 835,78 | 2 977 | 1 002,22 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6 737 | −20,34 | 1 | |||||
2025-08-13 | 13F | Northern Trust Corp | 6 752 | −53,04 | 541 | −44,79 | ||||
2025-08-11 | 13F | Citigroup Inc | 119 619 | 88,37 | 9 581 | 121,68 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 50 345 | 235,83 | 4 033 | 295,29 | ||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 119 782 | −3,96 | 9 595 | 12,84 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 9 264 | 742 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 122 938 | −64,99 | 9 847 | −58,80 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 54 621 | 0,03 | 4 375 | 17,73 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 21 815 | −1,69 | 1 747 | 15,70 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 94 449 | −2,43 | 7 565 | 14,83 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 24 | 0,00 | 2 | 0,00 | ||||
2025-09-03 | 13F | American Trust | 5 788 | 464 | ||||||
2025-05-01 | 13F | Lane & Associates LLC | 14 023 | 1,78 | 954 | −10,25 | ||||
2025-08-13 | 13F | Vega Investment Solutions | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Sowell Financial Services LLC | 12 220 | −55,44 | 979 | −47,59 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 500 | 0,00 | 40 | 17,65 | ||||
2025-08-06 | 13F | Paragon Capital Management Inc | 10 437 | 0,24 | 836 | 18,08 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 983 | 17,96 | 479 | 38,84 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 400 | 0,00 | 32 | 14,81 | ||||
2025-07-29 | 13F | Flavin Financial Services, Inc. | 15 723 | −2,69 | 1 259 | 14,56 | ||||
2025-08-14 | 13F | UBS Group AG | 258 056 | 3,61 | 20 670 | 21,93 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 2 397 | 646,73 | 192 | 814,29 | ||||
2025-08-12 | 13F | Inscription Capital, LLC | 3 249 | −14,05 | 260 | 7,00 | ||||
2025-08-08 | 13F | Horrell Capital Management, Inc. | 40 | 0,00 | 3 | 50,00 | ||||
2025-08-12 | 13F | Bokf, Na | 675 | 0,00 | 54 | 20,00 | ||||
2025-07-22 | 13F | CPR Investments Inc. | 5 353 | 429 | ||||||
2025-08-11 | 13F | One Capital Management, LLC | 6 191 | −37,60 | 496 | −26,67 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 2 610 | 485,20 | 209 | 80,17 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 4 594 | 0,00 | 368 | 17,63 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 380 | 0,00 | 30 | 20,00 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 3 553 | 0,14 | 285 | 17,84 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 978 | −8,48 | 719 | 7,80 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 111 305 | 8 916 | ||||||
2025-05-02 | 13F | Independent Wealth Network Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 68 276 | 6,33 | 5 469 | 25,13 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 456 020 | −0,15 | 36 527 | 17,51 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 26 666 | −0,29 | 1 815 | −10,82 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 101 | 0,00 | 8 | 33,33 | ||||
2025-08-14 | 13F | Goodwin Investment Advisory | 14 546 | 1 165 | ||||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 160 | −23,44 | 13 | −14,29 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Financial Freedom, LLC | 47 | 0,00 | 4 | 0,00 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 5 718 | 458 | ||||||
2025-08-14 | 13F | Harvest Investment Advisors, LLC | 89 379 | −0,28 | 7 159 | 17,36 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 7 133 | 0,00 | 486 | 0,00 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 22 980 | 0,00 | 1 841 | 17,65 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 3 866 | −0,05 | 310 | 17,49 | ||||
2025-08-07 | 13F | Mayport, Llc | 5 433 | 0,00 | 435 | 17,89 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12 513 | 8,97 | 1 002 | 28,30 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 5 310 | 1,94 | 425 | 20,06 | ||||
2025-05-05 | 13F | Wealth Quarterback LLC | 0 | −100,00 | 0 | |||||
2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Variant Private Wealth, LLC | 30 894 | −4,48 | 2 475 | 12,40 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 667 319 | −5,52 | 53 452 | 11,19 | ||||
2025-08-07 | 13F | Summit X, LLC | 9 499 | −43,63 | 761 | −33,68 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 934 | −16,08 | 1 276 | −1,24 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 817 | 0,00 | 146 | 17,89 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 32 603 | −0,33 | 2 712 | 21,83 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 251 | 0,00 | 20 | 17,65 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 51 235 | 0,15 | 4 104 | 17,83 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 5 468 | 9,82 | 438 | 29,29 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 202 760 | 49,11 | 16 | 77,78 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 3 176 | 254 | ||||||
2025-08-13 | 13F | Colonial Trust Co / SC | 250 | 0,00 | 20 | 17,65 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26 590 | 4,71 | 2 130 | 23,21 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 1 900 | 0,00 | 0 | |||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 4 218 | 0,86 | 338 | 18,66 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 9 069 | 0,00 | 726 | 17,67 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 569 103 | 4,01 | 45 585 | 22,41 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4 050 | 324 | ||||||
2025-07-16 | 13F | RWM Asset Management, LLC | 22 850 | 0,00 | 1 830 | 17,68 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 61 015 | 1,26 | 4 887 | 19,17 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 13 776 | 62,72 | 1 103 | 91,49 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 400 | 25,27 | 913 | 47,50 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 69 418 | 709,82 | 5 560 | 853,69 | ||||
2025-08-06 | 13F | SP Asset Management LLC | 2 990 | 0,17 | 239 | 17,73 | ||||
2025-07-21 | 13F | Portfolio Strategies, Inc. | 83 089 | −0,87 | 6 654 | 16,62 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 1 547 | 0,13 | 124 | 17,14 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 13 898 | 0,00 | 1 113 | 17,78 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 91 | 7 | ||||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 9 790 | 784 | ||||||
2025-07-25 | 13F | PrairieView Partners, LLC | 255 | 0 | ||||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 16 843 | 46,30 | 1 349 | 72,29 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 13 905 | 13,71 | 1 114 | 33,77 | ||||
2025-08-14 | 13F | Legacy Advisory Services, LLC | 6 409 | 513 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 112 075 | 12,95 | 8 977 | 32,93 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 674 | 0,00 | 54 | 17,78 | ||||
2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 37 000 | 0,00 | 2 964 | 17,67 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 4 789 | 384 | ||||||
2025-08-01 | 13F | Logan Capital Management Inc | 34 | 0,00 | 3 | 0,00 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 5 328 | 0,00 | 427 | 17,68 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 10 510 | 0,00 | 842 | 17,62 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 471 | 51,49 | 118 | 77,27 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 2 500 | −34,21 | 200 | −22,48 | |||
2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 8 300 | 665 | |||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 918 | −25,69 | 234 | −12,73 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3 800 | 0,00 | 304 | 17,83 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 10 900 | −77,72 | 873 | −73,78 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 3 000 | 240 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Blair William & Co/il | 5 633 | 14,65 | 451 | 35,03 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 3 596 | −0,91 | 288 | 16,60 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 131 | 0 | ||||||
2025-07-25 | 13F | Concord Wealth Partners | 59 | 5 | ||||||
2025-08-08 | 13F | Bailard, Inc. | 3 925 | 0,00 | 314 | 17,60 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 215 | −46,52 | 17 | −37,04 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 24 220 | 0,00 | 2 | 0,00 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 3 210 | −0,53 | 257 | 17,35 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | TFC Financial Management | 280 | 0,00 | 22 | 15,79 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 4 327 | 347 | ||||||
2025-07-15 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Root Financial Partners, LLC | 3 455 | 277 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 890 | 18,67 | 71 | 39,22 | ||||
2025-08-04 | 13F | Assetmark, Inc | 385 | −9,20 | 31 | 7,14 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 9 778 | 783 | ||||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 6 188 | −2,01 | 0 | |||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 13 688 | 41,80 | 1 096 | 66,82 | ||||
2025-07-21 | 13F | Hilltop National Bank | 16 534 | −21,57 | 1 324 | −17,40 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 22 214 | −1,11 | 1 779 | 16,43 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 6 077 | 0,00 | 487 | 17,68 | ||||
2025-08-05 | 13F | Burney Co/ | 4 820 | 0,00 | 386 | 17,68 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 4 090 | 1,87 | 328 | 19,78 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 110 896 | 0,49 | 8 883 | 18,25 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 50 849 | 6,23 | 4 | 33,33 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 23 265 | −19,95 | 1 855 | −6,41 | ||||
2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Seamount Financial Group Inc | 4 318 | 0,16 | 346 | 17,75 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 4 554 | 0,02 | 365 | 17,80 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 420 | 3,95 | 354 | 21,65 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 2 752 | 220 | ||||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 10 538 | 0,00 | 844 | 17,71 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 527 000 | −22,34 | 42 213 | −8,61 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 912 | 66,19 | 1 355 | 95,66 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 608 702 | 37,95 | 48 757 | 62,34 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 37 010 | −16,78 | 3 | −33,33 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 330 878 | 3,09 | 26 503 | 21,32 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21 373 | 18,67 | 1 730 | 41,22 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 3 100 | 0,00 | 248 | 17,54 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 41 918 | 17,68 | 3 358 | 38,49 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 6 986 | −16,39 | 560 | −1,58 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 96 | 0,00 | 8 | 16,67 | ||||
2025-08-12 | 13F | MAI Capital Management | 7 648 | −0,39 | 613 | 17,24 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10 | 1 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 19 739 | −2,42 | 1 581 | 14,90 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 261 | 21 | ||||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 48 512 | 195,52 | 3 886 | 247,81 | ||||
2025-07-18 | 13F | jvl associates llc | 117 449 | 21,46 | 9 408 | 42,94 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 18 813 | 0,00 | 1 507 | 17,66 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 8 593 | 179,72 | 688 | 229,19 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 32 470 | 1,09 | 2 601 | 18,94 | ||||
2025-08-12 | 13F | Change Path, LLC | 2 890 | 232 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 33 897 | 37,16 | 2 715 | 44,49 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 21 171 | −12,32 | 1 764 | 13,95 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 1 800 | 0,00 | 144 | 18,03 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1 100 753 | 1,75 | 88 170 | 19,75 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 13 123 | −13,59 | 1 051 | 1,74 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 87 425 | 31,72 | 5 951 | 17,87 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 41 478 | 0,84 | 3 322 | 18,69 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 80 889 | 68,51 | 6 479 | 98,32 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2 826 | −30,07 | 226 | −17,82 | ||||
2025-05-15 | 13F | Alliancebernstein L.p. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 3 445 | 276 | ||||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 17 648 | 1 414 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 419 678 | 12,18 | 114 | 31,40 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 212 | 0,00 | 17 | 14,29 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 4 395 | −10,85 | 352 | 5,07 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 6 067 | −50,27 | 486 | −41,45 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 2 770 | 222 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 481 | 199 | ||||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 130 | 10 | ||||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Huntington National Bank | 56 | −75,65 | ||||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Forum Financial Management, LP | 3 645 | 292 | ||||||
2025-07-14 | 13F | CRA Financial Services, LLC | 29 012 | 0,00 | 2 324 | 17,68 | ||||
2025-07-24 | 13F | JB Capital LLC | 5 387 | 0,07 | 432 | 17,76 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 8 984 | −6,97 | 722 | 16,67 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 12 462 | −2,63 | 998 | 14,58 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 150 | 0,00 | 12 | 20,00 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 651 222 | −7,63 | 52 163 | 8,70 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 3 529 | 19,02 | 283 | 40,30 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 211 646 | −0,38 | 16 967 | 17,33 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 1 800 | 0,00 | 144 | 18,03 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 4 523 | 11,29 | 362 | 31,16 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 82 713 | 86,27 | 6 291 | 108,17 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 7 723 | −4,92 | 619 | 11,96 | ||||
2025-08-14 | 13F | Colony Group, LLC | 114 256 | 1,28 | 9 152 | 19,18 | ||||
2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 36 650 | −4,12 | 2 936 | 12,84 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 3 544 | 0,00 | 284 | 17,43 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 20 366 | 1 631 | ||||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 7 610 | 12,49 | 610 | 32,39 | ||||
2025-07-16 | 13F | Ayalon Holdings Ltd. | 57 760 | 0,00 | 5 | 33,33 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 360 962 | −20,75 | 28 913 | −6,74 | ||||
2025-07-10 | 13F | Bath Savings Trust Co | 3 736 | 0,00 | 299 | 17,72 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 474 | 0,00 | 38 | 15,63 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 488 | 0,00 | 39 | 18,18 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 41 752 | −1,76 | 3 344 | 15,63 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4 984 | 0,16 | 399 | 18,05 | ||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 36 834 | 0,00 | 2 950 | 17,67 |