Grundläggande statistik
| Institutionella ägare | 540 total, 540 long only, 0 short only, 0 long/short - change of 3,82% MRQ |
| Genomsnittlig portföljallokering | 0.4321 % - change of −3,46% MRQ |
| Institutionella aktier (lång) | 108 166 738 (ex 13D/G) - change of −22,51MM shares −17,23% MRQ |
| Institutionellt värde (lång) | $ 4 215 444 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF (US:PRF) har 540 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 108,166,738 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Ameriprise Financial Inc, Pnc Financial Services Group, Inc., Envestnet Asset Management Inc, Warren Averett Asset Management, LLC, Laurel Wealth Advisors LLC, Mariner, LLC, Invesco Ltd., Commonwealth Equity Services, Llc, and Wealth Enhancement Advisory Services, Llc .
Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF (ARCA:PRF) 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 10, 2025 is 44,48 / share. Previously, on September 11, 2024, the share price was 39,17 / share. This represents an increase of 13,56% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 109 | −81,24 | 850 | −80,37 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 679 807 | 0,47 | 28 735 | 5,09 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 99 914 | −3,76 | 4 223 | 0,67 | ||||
| 2025-08-14 | 13F | Comerica Bank | 45 209 | −0,23 | 1 911 | 4,31 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 10 209 | −18,12 | 432 | −14,31 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 11 123 | 62,59 | 470 | 70,29 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 4 750 | 201 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 14 068 | 15,38 | 595 | 20,73 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 613 385 | 2,29 | 25 928 | 6,99 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 17 400 | −5,20 | 735 | −0,81 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 30 955 | −0,80 | 1 308 | 3,81 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 304 800 | 3,20 | 12 884 | 7,94 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 8 002 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 27 542 | −25,03 | 1 164 | −21,56 | ||||
| 2025-08-14 | 13F | Wimmer Associates 1, Llc | 168 939 | −0,85 | 7 141 | 2,85 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 15 243 | 0,00 | 644 | 4,72 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 5 080 | 0,00 | 215 | 4,39 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 14 792 | 0,00 | 598 | 0,17 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 695 | −17,84 | 72 | −14,46 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 2 573 | 110 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 762 785 | −1,55 | 32 243 | 2,98 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 8 700 | 0,00 | 352 | 0,29 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 422 | 0,00 | 60 | 5,26 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 11 747 | 0,00 | 497 | 4,64 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 12 333 | 0,00 | 498 | 0,20 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 77 869 | −44,79 | 3 292 | −42,57 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 221 629 | 0,04 | 9 368 | 4,65 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 39 378 | 4,51 | 1 665 | 9,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 534 293 | −0,61 | 107 125 | 3,97 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 155 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 826 | 0,00 | 35 | 3,03 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 15 199 | 0,00 | 642 | 4,56 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1 500 | 63 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 3 475 | 0,00 | 147 | 4,29 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 19 658 | 0,00 | 831 | 4,53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 21 117 | 32,06 | 893 | 38,08 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 925 | 0,00 | 37 | 0,00 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 050 | 0,00 | 44 | 4,76 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 25 | 1 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 153 | 0,00 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 125 | 108,33 | 5 | 150,00 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 11 846 | 0,00 | 501 | 4,60 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 445 | 0,00 | 19 | 5,88 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 82 745 | −1,63 | 3 498 | 2,88 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 5 023 | 0,16 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11 989 | 0,01 | 507 | 4,55 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 325 685 | −1,21 | 13 767 | 3,33 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 560 276 | 23 683 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 30 570 | 0,00 | 1 292 | 4,62 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 21 942 | 927 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 46 172 | −12,86 | 1 952 | −8,87 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1 450 | 0,00 | 61 | 5,17 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 79 620 | 24,60 | 3 347 | 31,67 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 35 374 | 0,37 | 1 495 | 4,99 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 659 459 | 20,16 | 27 875 | 25,69 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 7 229 | 4,94 | 306 | 9,71 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 135 637 | 2,36 | 5 733 | 7,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 785 997 | 2,87 | 75 494 | 7,60 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 8 762 | 370 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 12 000 | 0,00 | 507 | 4,75 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 58 074 | −0,27 | 2 455 | 4,29 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4 985 | −4,13 | 211 | 0,00 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 25 346 | −13,36 | 1 071 | −9,39 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 5 205 | 0,00 | 220 | 4,76 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 12 953 | −4,26 | 553 | 8,43 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 250 | 0,00 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 79 587 | 182,24 | 3 364 | 195,35 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 10 211 | 0,00 | 432 | 9,95 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 113 392 | −0,65 | 4 793 | 3,92 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 6 385 | 270 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 2 570 | 0,00 | 109 | 4,85 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 486 251 | 17,26 | 20 554 | 22,66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 326 | 5,95 | 225 | 10,84 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 493 135 | 0,00 | 21 | 5,26 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 21 275 | 1,44 | 899 | 6,14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11 565 365 | 1,62 | 488 868 | 6,30 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 10 820 | 0,00 | 457 | 4,58 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 8 500 | 0,00 | 359 | 4,66 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17 346 | −2,82 | 733 | 1,66 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 735 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12 915 | 546 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 545 | 0,00 | 23 | 4,55 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 10 830 | 0,00 | 458 | 4,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 719 038 | 0,36 | 199 474 | 4,98 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 841 | 0,00 | 35 | 6,06 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 10 913 | 0,54 | 461 | 5,25 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 384 057 | 1,28 | 16 234 | 5,94 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 11 304 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 473 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 001 | 2,62 | 380 | 7,34 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 699 | 0,43 | 30 | 3,57 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 385 | −11,75 | 270 | −7,88 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 2 529 | 88,31 | 107 | 96,30 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 305 775 | 2,17 | 12 925 | 6,88 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 10 352 | 0,22 | 438 | 4,80 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5 711 | −4,03 | 247 | 6,47 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 6 880 | 0,00 | 291 | 4,32 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 10 017 | 0,40 | 423 | 4,96 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 9 148 | 0,42 | 387 | 4,89 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 29 832 | −0,28 | 1 261 | 4,30 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 67 582 | −1,84 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 834 207 | −1,39 | 35 262 | 3,15 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 19 081 | −0,07 | 807 | 4,54 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9 737 | 412 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 31 655 | −0,36 | 1 338 | 4,29 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 270 761 | 10,71 | 11 445 | 15,82 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 6 000 | 0,00 | 254 | 4,55 | ||||
| 2025-05-14 | 13F | Haverford Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 129 846 | −2,72 | 216 839 | 1,76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 5 525 | 0,00 | 234 | 4,48 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 6 851 | 0,00 | 290 | 4,71 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 5 529 | 0,00 | 234 | 4,48 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5 350 | 2,77 | 226 | 7,62 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 782 356 | −2,56 | 159 880 | 1,93 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 1 550 | 0,00 | 66 | 4,84 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 008 | −63,58 | 43 | −62,16 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 500 | 21 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3 475 | 16,81 | 147 | 21,67 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 716 046 | −29,14 | 30 267 | −25,87 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 10 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 38 261 | −4,07 | 1 617 | 0,37 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 216 358 | −1,53 | 9 145 | 3,01 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 10 690 | −47,75 | 452 | −45,40 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 15 290 | 0,00 | 646 | 4,70 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 4 606 | 0,37 | 195 | 4,86 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 5 147 | 218 | ||||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 6 989 | 0,13 | 295 | 4,61 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 14 234 | 0,00 | 602 | 4,52 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 200 501 | −1,60 | 8 475 | 2,94 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 3 500 | 0,00 | 148 | 4,26 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 89 970 | 2,94 | 3 803 | 7,70 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 477 118 | −5,27 | 20 168 | −0,91 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 419 | 19,64 | 356 | 25,00 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 4 425 | 0,00 | 187 | 5,06 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 23 233 | 2,67 | 982 | 7,44 | ||||
| 2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 131 198 | 0,20 | 5 546 | 7,61 | ||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 730 360 | 4 246,47 | 88 | −97,46 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 115 656 | −0,21 | 4 889 | 4,38 | ||||
| 2025-05-29 | NP | PRAE - PlanRock Alternative Growth ETF | 19 432 | −0,02 | 785 | −0,51 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 11 946 | −21,96 | 505 | −18,45 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 500 | 0,00 | 63 | 5,00 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 300 | 0,00 | 13 | 0,00 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 29 280 | 1 238 | ||||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 10 814 | −5,01 | 457 | −0,65 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 14 684 | −1,54 | 621 | 2,99 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 083 | 0,00 | 88 | 4,76 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4 861 | 0 | ||||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 5 757 | 243 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 49 004 | 871,92 | 2 071 | 915,20 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17 340 | −21,50 | 733 | −17,94 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1 960 | 0,00 | 79 | 6,76 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 750 | 0,00 | 32 | 3,33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 973 | 0,00 | 126 | 4,17 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4 890 | 0,00 | 207 | 4,57 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2 525 | −1,02 | 107 | 2,91 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1 375 | 0,00 | 58 | 5,45 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 775 881 | 5,07 | 32 796 | 9,91 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 24 266 | 0,00 | 1 026 | 4,59 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17 112 | 5,50 | 723 | 10,38 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 23 698 | −4,30 | 1 002 | 0,10 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 21 015 | 0,04 | 888 | 4,72 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 18 530 | 0,00 | 783 | 4,68 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24 082 | 31,24 | 1 018 | 37,25 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 38 976 | −0,84 | 1 648 | 3,72 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 72 533 | 221,78 | 3 066 | 236,81 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 25 075 | 0,00 | 1 060 | 4,54 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 137 793 | −0,08 | 5 825 | 4,52 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 45 186 | −5,03 | 1 910 | −0,62 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 131 777 | 5,42 | 5 570 | 10,28 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 17 592 | −6,13 | 1 | |||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 9 015 | −9,80 | 381 | −5,46 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 74 160 | 3 135 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 60 442 | 1,42 | 2 555 | 6,06 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 89 612 | −0,68 | 3 788 | 3,90 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 7 124 | 25,47 | 301 | 31,44 | ||||
| 2025-05-12 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 6 460 | −0,39 | 273 | 4,20 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2 833 | 121 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 388 865 | 1,29 | 16 | 6,67 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 6 175 | −1,06 | 261 | 3,57 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 86 165 | −0,36 | 3 642 | 4,24 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 9 224 | 0,15 | 390 | 4,57 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 360 | 0,00 | 15 | 7,14 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 39 404 | 23,75 | 1 666 | 29,47 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 791 327 | −0,79 | 33 449 | 3,78 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 52 130 | 0,00 | 2 204 | 4,61 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11 049 | 0,00 | 467 | 4,71 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1 375 | 0,00 | 58 | 5,45 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 481 | −24,41 | 401 | −20,95 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 176 864 | −5,02 | 7 476 | −0,65 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 526 | 0,38 | 22 | 4,76 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 365 | −14,81 | 95 | −15,18 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 26 691 | −0,63 | 1 128 | 3,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 881 756 | 1,78 | 79 542 | 6,46 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 69 723 | −12,03 | 2 947 | −8,48 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13 326 | −13,88 | 563 | −9,92 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 32 736 | 5 356,00 | 1 384 | −7,18 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 328 | 14 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 8 143 | 93,33 | 344 | 102,35 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 935 | 0,00 | 82 | 3,85 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 8 139 | 344 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 193 183 | 24,32 | 8 166 | 30,04 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 020 | 0,00 | 85 | 4,94 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8 948 | 1,39 | 378 | 6,18 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7 389 | 312 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 50 553 | −43,78 | 2 137 | −41,18 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9 765 | 0,03 | 424 | 9,87 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 6 990 | −15,13 | 295 | −11,14 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 21 680 | 163,43 | 916 | 175,90 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7 545 | 0 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 12 650 | −37,13 | 535 | −34,32 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 425 | 0,00 | 18 | 5,88 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 8 400 | 355 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4 860 | 205 | ||||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 9 536 | 0,00 | 403 | 4,68 | ||||
| 2025-05-06 | 13F | Old Port Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17 746 | 8,25 | 750 | 13,29 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 255 | 0,00 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7 343 268 | 4,74 | 310 447 | 9,54 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 7 430 | 0,00 | 314 | 4,67 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 214 410 | 0,97 | 9 106 | 5,22 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8 610 | −3,61 | 364 | 0,83 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 19 992 | −0,07 | 845 | 4,58 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 48 915 | 295,02 | 2 068 | 313,40 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 31 907 | 4,51 | 1 349 | 9,33 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 750 | 0,00 | 32 | 3,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 265 | 40,85 | 392 | 47,55 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 16 794 | 0,08 | 710 | 4,88 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 053 | −7,69 | 87 | −3,37 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12 315 | 0,00 | 521 | 4,63 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 336 570 | 7,87 | 14 227 | 12,83 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8 658 | 11,43 | 369 | 17,57 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4 110 | 0,00 | 174 | 4,22 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 14 335 | −0,42 | 606 | 4,13 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 366 197 | 24,39 | 15 479 | 30,12 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3 186 775 | −3,51 | 134 704 | 0,94 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 230 697 | 12,94 | 9 752 | 18,14 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 6 615 | −54,55 | 280 | −52,55 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 940 811 | −0,07 | 38 018 | 0,11 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 23 831 | −0,98 | 1 007 | 3,60 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1 108 | 0,00 | 47 | 4,55 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 20 425 | 0,00 | 863 | 4,61 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 344 063 | 1,24 | 14 544 | 5,91 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 120 917 | 84,07 | 5 111 | 92,58 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 2 821 | 0,00 | 119 | 5,31 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 369 | 100 | ||||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 36 351 | −0,84 | 1 537 | 3,71 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 3 186 528 | 0,58 | 134 695 | 5,21 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 17 487 | −37,55 | 742 | −34,48 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 530 | 0,00 | 22 | 4,76 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 4 882 | 206 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5 050 | −2,88 | 213 | 1,43 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9 193 | 2,70 | 389 | 7,48 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 307 259 | −6,10 | 12 416 | −5,94 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 25 861 | 4,93 | 1 102 | 14,93 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 25 000 | 0,00 | 1 057 | 4,55 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 40 850 | −6,24 | 1 727 | −1,93 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 205 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 590 | 16,14 | 321 | 21,21 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 4 640 | 0,00 | 196 | 4,81 | ||||
| 2025-08-08 | 13F | Creative Planning | 198 482 | −1,36 | 8 390 | 3,17 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 4 956 | 209 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 43 571 | 2,59 | 1 842 | 7,28 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 8 975 | 0,00 | 379 | 4,70 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 49 922 | −0,49 | 2 110 | 4,09 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 6 988 | 295 | ||||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 29 595 | −1,99 | 1 251 | 5,75 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 497 035 | 2,69 | 21 010 | 7,42 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 24 995 | −1,55 | 1 057 | 3,02 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 210 | 0,00 | 347 | 4,83 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 8 870 | 0,05 | 375 | 4,47 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 11 000 | 0,00 | 465 | 4,50 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 7 785 | 335 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 847 | 1 412,50 | 36 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4 860 | 205 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 002 | 34,50 | 42 | 40,00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 8 603 | −0,02 | 364 | 4,61 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 39 282 | 1,92 | 1 660 | 6,62 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6 448 | 273 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21 161 | −41,60 | 894 | −38,93 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 8 565 | 362 | ||||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 5 000 | 0,00 | 211 | 4,46 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 4 993 | 0,00 | 211 | 4,98 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 23 355 | 0,00 | 987 | 4,67 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 32 129 | 111,68 | 1 358 | 121,53 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 7 485 | −12,76 | 316 | −8,67 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 390 | 0,00 | 16 | 6,67 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 359 | 4,66 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 6 994 | 0,00 | 296 | 4,61 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 220 364 | 51 585 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7 989 | 0,43 | 338 | 4,98 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 5 040 | 0,00 | 213 | 4,93 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 2 272 614 | 2,00 | 96 063 | 6,70 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 082 | 0,28 | 257 | 4,90 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 8 800 | 0,00 | 372 | 4,51 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 59 300 | 0,00 | 2 507 | 4,59 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 33 849 | −0,06 | 1 431 | 4,53 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 960 | 0,00 | 41 | 5,26 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 11 640 | −34,01 | 492 | −30,90 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 298 | 0,39 | 97 | 5,43 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 12 602 | 0,00 | 533 | 4,52 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 125 | 0,45 | 48 | 4,44 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 50 508 | −4,72 | 2 135 | −0,37 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 139 305 | 0,14 | 5 888 | 4,75 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 400 | 101 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 465 | 0,00 | 20 | 5,56 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 869 | 35,23 | 333 | 41,28 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 330 | 0,30 | 14 | 0,00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 3 424 | 0,44 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2 438 | 28,32 | 103 | 35,53 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 35 838 | 12,68 | 1 515 | 17,82 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 29 452 | −1,95 | 1 245 | 2,56 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 11 294 | 0,00 | 477 | 10,42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 734 389 | 1,19 | 31 043 | 5,84 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 8 898 | 0,00 | 376 | 4,74 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 6 920 | 0,00 | 293 | 4,66 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 9 215 | −9,79 | 390 | −5,58 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13 097 | 26,63 | 554 | 33,57 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 1 000 | 0,00 | 42 | 5,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 475 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 284 578 | −2,25 | 12 029 | 2,25 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 1 310 | 0,00 | 55 | 5,77 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5 335 | 226 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 76 201 | −88,69 | 3 221 | −88,17 | ||||
| 2025-05-02 | 13F | Bogart Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 534 386 | 13,90 | 21 595 | 14,10 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 345 | −40,82 | 15 | −39,13 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 4 526 | 0,00 | 191 | 4,95 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 18 834 | −3,96 | 796 | 0,51 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7 571 | 0,41 | 320 | 5,26 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 5 310 | 0,00 | 224 | 4,67 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 8 190 | 0,00 | 346 | 4,85 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24 100 | 15,64 | 1 019 | 20,90 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 808 | 76 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 211 | 9 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 54 714 | 14,61 | 2 313 | 19,85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11 154 | 472 | ||||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 5 245 | 0,00 | 222 | 4,74 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 57 746 | 0,06 | 2 441 | 4,63 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 065 | 0,00 | 299 | 4,56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14 068 | 710,84 | 595 | 748,57 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8 436 | 0,00 | 357 | 4,71 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 735 | −18,36 | 116 | −14,81 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 5 811 | 0,00 | 246 | 4,70 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 185 930 | 3,30 | 7 859 | 8,06 | ||||
| 2025-07-17 | 13F | KWB Wealth | 71 243 | −8,93 | 2 879 | −8,78 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 465 | 33,55 | 62 | 38,64 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 138 248 | 3,92 | 5 844 | 8,71 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15 559 | 0,00 | 658 | 4,62 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 35 753 | 0,00 | 1 511 | 4,64 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 22 882 | −8,79 | 967 | −4,54 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 179 | 7 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8 827 | −2,13 | 373 | 2,47 | ||||
| 2025-08-12 | 13F | Prudential Plc | 17 379 | −40,90 | 735 | −38,22 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 168 775 | −0,71 | 7 134 | 3,86 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 6 198 | 0,11 | 262 | 4,40 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 103 308 | 0,21 | 4 430 | 6,31 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 32 345 | 0,27 | 1 367 | 5,48 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 31 901 | −3,40 | 1 348 | 14,14 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 117 790 | −31,34 | 4 979 | −28,17 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 72 790 | 3 077 | ||||||
| 2025-07-16 | 13F | Novem Group | 8 624 | −4,01 | 365 | 0,28 | ||||
| 2025-04-08 | 13F | Highland Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 23 256 | 1,42 | 983 | 6,16 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 6 000 | 0,00 | 254 | 4,55 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Foster & Motley Inc | 12 011 | −2,49 | 1 | |||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 8 446 | 357 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 9 760 | 0,39 | 413 | 5,10 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 78 158 | −0,08 | 3 304 | 4,53 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 4 750 | 0,00 | 201 | 4,71 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 12 292 | 10,69 | 520 | 15,85 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6 515 | 0,00 | 275 | 4,56 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 490 | 0,00 | 21 | 5,26 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 312 448 | −0,34 | 13 207 | 4,25 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 043 864 | 93,59 | 37 710 | 73,06 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 325 | 0,00 | 14 | 8,33 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 48 884 | −1,03 | 1 975 | −0,85 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 9 308 | −9,70 | 393 | −5,53 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 17 039 | −4,69 | 735 | 1,80 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 31 408 | 1 328 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 6 934 | 0,00 | 293 | 4,64 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 9 271 | 0,99 | 392 | 6,54 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 15 126 | −2,17 | 639 | 2,40 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 7 505 | 0,00 | 317 | 4,62 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 573 701 | 5,02 | 24 250 | 9,86 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 4 000 | 0,00 | 169 | 4,97 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 182 767 | −0,01 | 7 726 | 4,59 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 2 000 | 0,00 | 85 | 5,00 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 16 525 | 699 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1 185 | 0,00 | 50 | 6,38 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 252 206 | −3,64 | 10 661 | 0,78 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 6 169 | −0,37 | 261 | 10,17 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 10 866 | 0,00 | 459 | 4,56 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 58 761 | 5,56 | 2 484 | 10,40 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 650 | 0,00 | 28 | 3,85 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1 115 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 5 256 | 0,00 | 222 | 4,72 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 21 988 | 929 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 38 966 | −0,60 | 1 647 | 3,98 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 14 822 | 0,32 | 627 | 10,41 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 50 311 | −13,20 | 2 033 | −13,05 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 7 350 | −67,97 | 314 | −64,27 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 4 881 | 206 | ||||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 87 128 | −0,06 | 3 683 | 4,54 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 38 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 5 180 | 0,00 | 219 | 4,31 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 19 279 | 5,63 | 815 | 10,45 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 1 258 | 0 | ||||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7 060 | 1,41 | 298 | 6,05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 640 | 42,22 | 27 | 50,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 145 | 0,00 | 6 | 20,00 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 1 147 | −90,72 | 309 | −38,28 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 10 036 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 33 982 | −8,93 | 1 436 | −4,71 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 424 687 | −1,65 | 17 952 | 2,88 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 282 | 4,85 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5 010 | −7,90 | 212 | −3,65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 163 059 | 28,20 | 6 862 | 34,69 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 2 223 | 0,00 | 94 | 4,49 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1 887 406 | −72,49 | 79 781 | −71,23 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 498 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2 152 072 | −2,66 | 90 968 | 1,82 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 68 558 | −0,12 | 2 898 | 4,47 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 619 388 | −0,17 | 26 182 | 4,43 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 12 691 | −14,83 | 536 | −10,96 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 31 632 | −0,95 | 1 337 | 3,64 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 7 952 | 0,58 | 336 | 5,33 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 36 980 | 0,00 | 1 563 | 4,62 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 7 995 | 0,00 | 338 | 4,33 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 20 442 | 0,01 | 864 | 4,73 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 46 500 | 0,00 | 1 966 | 4,58 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 31 127 | 0,00 | 1 316 | 4,61 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 690 682 | 0,49 | 115 834 | 7,05 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 31 305 | 0,00 | 1 323 | 4,58 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9 866 | 25,27 | 417 | 31,13 | ||||
| 2025-08-12 | 13F | First Long Island Investors, LLC | 5 500 | 0,00 | 232 | 4,50 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 11 632 | −12,86 | 492 | −8,91 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 487 549 | 9,64 | 20 609 | 14,69 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 153 090 | 2 909,44 | 6 471 | 3 056,59 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 20 000 | 0,00 | 845 | 4,58 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 237 809 | −4,02 | 10 052 | 0,40 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 9 235 | −7,97 | 390 | −3,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 32 831 | −0,28 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 336 616 | −0,44 | 56 497 | 4,13 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 11 885 | 237 600,00 | 502 | |||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 82 395 | −11,07 | 3 483 | −6,97 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1 050 | 0,00 | 44 | 4,76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 343 662 | −1,14 | 14 527 | 3,41 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 30 500 | −13,11 | 1 289 | −9,10 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 14 371 | −18,08 | 607 | −14,27 | ||||
| 2025-04-25 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15 489 | 655 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6 316 | 0,00 | 267 | 4,31 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 331 085 | 15,62 | 13 995 | 20,94 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 1 836 | 0,00 | 78 | 4,05 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 6 793 | 0,41 | 276 | 7,81 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 13 805 | 0,00 | 584 | 4,67 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9 366 | 31,42 | 396 | 37,15 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 2 080 682 | 0,45 | 87 950 | 5,08 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 119 189 | 0,26 | 5 | 25,00 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 5 940 | 0,00 | 251 | 4,58 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 220 823 | −0,52 | 9 334 | 4,06 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2 652 | 0,49 | 112 | 5,66 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 16 699 | −1,22 | 706 | 3,22 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 810 643 | 3,58 | 119 | 8,26 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 141 | 0,00 | 302 | 4,51 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 905 165 | 30 898,80 | 38 261 | 32 601,71 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 78 802 | 1,42 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 10 074 | 426 | ||||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 16 185 | 0,00 | 684 | 4,59 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 5 178 | 219 | ||||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 2 379 | 0,00 | 101 | 4,17 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 11 623 | 0,00 | 491 | 4,69 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 586 | 1 551,15 | 363 | 596,15 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 4 551 | 0,04 | 192 | 4,92 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 075 | 0,00 | 43 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 400 | 1 031 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 31 943 | 17,65 | 1 350 | 23,06 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 158 369 | −7,16 | 6 694 | −2,89 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 10 465 | −31,88 | 442 | −28,71 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 254 219 | −16,73 | 10 746 | −12,90 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 27 045 | 0,00 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 86 | 0,00 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2 894 | 0,00 | 122 | 5,17 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 61 415 | −0,65 | 2 596 | 3,96 | ||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 7 500 | 0,00 | 317 | 4,62 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6 293 | 5,36 | 266 | 9,96 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 374 751 | 0,47 | 58 111 | 5,10 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6 050 | 256 | ||||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 660 | −7,16 | 112 | −2,61 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 319 572 | −1,91 | 13 508 | 2,61 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 35 994 | −9,15 | 1 521 | −5,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 701 | 0,43 | 156 | 5,41 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 25 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6 515 | −11,18 | 275 | −7,09 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1 832 085 | 3,63 | 77 442 | 8,40 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 65 780 | −0,10 | 2 781 | 4,51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 180 181 | 7,89 | 7 616 | 12,86 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 450 | 0,00 | 19 | 5,56 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 487 676 | 1,18 | 20 614 | 5,84 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 928 | 208 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 5 600 | 0,00 | 237 | 4,42 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56 292 | −16,61 | 2 379 | −12,76 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 2 100 | 0,00 | 89 | 4,76 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 3 000 | 0,00 | 127 | 4,13 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 12 | −70,00 | 1 | −100,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 587 | 7,81 | 278 | 13,01 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 5 468 | 0,42 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 401 259 | 11,37 | 16 961 | 21,12 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 213 | 0,00 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5 913 | 250 | ||||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 525 237 | 0,00 | 21 225 | 0,00 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1 231 705 | 0,56 | 52 074 | 5,21 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 47 244 | 9,55 | 1 997 | 14,58 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 6 070 | 0,00 | 245 | 0,41 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 334 657 | 2,77 | 14 146 | 7,49 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 322 | 19,65 | 436 | 25,29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 209 701 | 1,78 | 51 134 | 6,47 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 53 125 | 1,28 | 2 246 | 5,95 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 109 477 | −1,58 | 4 628 | 2,94 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 15 805 | 0,00 | 668 | 4,70 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26 150 | 0,00 | 1 105 | 4,64 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 32 513 | −13,02 | 1 374 | −9,01 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 38 371 | 17,85 | 1 622 | 23,27 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 000 | −5,21 | 42 | 0,00 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2 177 | 0,00 | 92 | 5,75 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | 0 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 22 243 | −6,80 | 940 | −2,49 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2 500 | 0,00 | 106 | 3,96 | ||||
| 2025-08-04 | 13F | Balentine LLC | 3 186 | −1,67 | 135 | 3,08 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 350 | 0,00 | 15 | 0,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 607 164 | 50,12 | 25 665 | 57,03 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 190 | 0,00 | 8 | 14,29 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 545 500 | 0,11 | 23 058 | 4,72 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 19 217 | −0,89 | 1 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 2 578 | 0,00 | 109 | 3,85 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 4 745 | 201 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23 460 | −16,79 | 992 | −12,99 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 686 277 | −0,74 | 29 009 | 3,82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 135 757 | 1,38 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 28 088 | 31,01 | 1 187 | 37,07 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 50 720 | 31,50 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 14 260 | 603 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 304 284 | 12 862 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 23 680 | 0,00 | 1 001 | 4,60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 185 815 | −0,82 | 8 | 0,00 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 87 324 | 7,68 | 3 729 | 24,27 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 682 970 | −1,43 | 28 869 | 3,10 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 38 340 | 1,05 | 1 613 | 6,19 |
Other Listings
| MX:PRF |
