Grundläggande statistik
| Institutionella ägare | 370 total, 370 long only, 0 short only, 0 long/short - change of 3,34% MRQ |
| Genomsnittlig portföljallokering | 0.3170 % - change of 1,26% MRQ |
| Institutionella aktier (lång) | 46 838 164 (ex 13D/G) - change of 7,19MM shares 18,12% MRQ |
| Institutionellt värde (lång) | $ 1 629 991 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF (US:RSPT) har 370 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 46,838,164 aktier. Största aktieägare inkluderar Kingstone Capital Partners Texas, LLC, Bank Of America Corp /de/, Royal Bank Of Canada, Wells Fargo & Company/mn, LPL Financial LLC, Morgan Stanley, UBS Group AG, Jpmorgan Chase & Co, Raymond James Financial Inc, and Davis Investment Partners, LLC .
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF (ARCA:RSPT) 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 42,64 / share. Previously, on September 13, 2024, the share price was 36,44 / share. This represents an increase of 17,01% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 350 | 0,15 | 55 | 19,57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34 935 | 11,33 | 1 425 | 32,96 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 36 133 | −11,85 | 1 473 | 5,14 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 10 399 | 0,00 | 424 | 19,44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 381 800 | 141,82 | 15 570 | 188,37 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 177 | 3,51 | 0 | |||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6 870 | 0,00 | 280 | 19,66 | ||||
| 2025-08-01 | 13F | First National Trust Co | 7 640 | −3,78 | 312 | 14,76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 994 762 | 4,87 | 81 346 | 25,05 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 23 647 | 0,29 | 964 | 19,60 | ||||
| 2025-08-14 | 13F | Comerica Bank | 42 323 | −0,01 | 1 726 | 19,21 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 70 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 600 | 0,00 | 21 | −9,09 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 67 205 | −4,85 | 2 741 | 13,46 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 180 | 0,00 | 7 | 16,67 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6 710 | 274 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 97 343 | 10,38 | 3 970 | 31,60 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 262 966 | −8,05 | 10 724 | 9,64 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 34 881 | 0,00 | 1 422 | 19,30 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 5 270 | 0,00 | 215 | 18,89 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 61 675 | 0,03 | 2 515 | 19,31 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5 239 | 214 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 844 | −90,90 | 361 | −89,16 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 704 | 0,04 | 110 | 19,57 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 31 040 | 0,00 | 1 270 | 28,15 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39 802 | −1,23 | 1 623 | 17,78 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 286 | 12 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 27 883 | 0,00 | 1 137 | 19,31 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 401 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 103 728 | 1,62 | 4 230 | 21,17 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 16 480 | 1,05 | 672 | 20,65 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 20 579 | −0,91 | 839 | 18,17 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9 857 | −1,36 | 402 | 17,60 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5 043 | 206 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 792 | 0,00 | 73 | 19,67 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1 329 823 | 55 241 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 177 564 | −0,64 | 170 361 | 18,48 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 11 600 | 0,00 | 473 | 19,44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 76 814 | −2,30 | 3 132 | 16,52 | ||||
| 2025-08-08 | 13F | Creative Planning | 77 347 | −7,12 | 3 154 | 10,74 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14 550 | −3,02 | 593 | 15,59 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 36 776 | −28,41 | 1 500 | −14,64 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 149 | 210 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 714 | −76,12 | 355 | −71,53 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 127 827 | 1,69 | 5 213 | 21,24 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 80 030 | 3 264 | ||||||
| 2025-07-11 | 13F | Halter Ferguson Financial Inc. | 51 483 | −31,74 | 2 099 | −18,61 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1 540 | 63 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 5 040 | 206 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 18 410 | −9,93 | 751 | 7,30 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 7 167 | 1,59 | 292 | 21,16 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 989 | 17,74 | 0 | |||||
| 2025-05-08 | 13F | Davis R M Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 29 572 | 0,00 | 1 206 | 19,19 | ||||
| 2025-08-14 | 13F | OV Management LLC | 24 504 | 999 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 335 983 | −13,73 | 13 701 | 2,86 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 6 650 | −16,88 | 271 | −0,73 | ||||
| 2025-08-07 | 13F | PFG Advisors | 12 071 | −46,57 | 492 | −36,27 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 221 485 | −1,16 | 9 032 | 17,87 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 149 694 | 0,65 | 5 763 | 43,08 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 16 632 | −34,61 | 678 | −21,98 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 18 197 | −11,22 | 742 | 6,00 | ||||
| 2025-04-17 | 13F | Raub Brock Capital Management LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 834 | 360 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 670 | 2,55 | 272 | 22,52 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 46 879 | 0,00 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 61 680 | −7,09 | 2 515 | 10,70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 450 | 484,42 | 18 | 800,00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5 749 | 234 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Neville Rodie & Shaw Inc | 173 600 | 0,02 | 7 | 40,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8 751 | −1,25 | 357 | 17,49 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 87 877 | −0,89 | 3 584 | 18,17 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 16 400 | −1,20 | 669 | 17,81 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 173 | 0,00 | 7 | 40,00 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 266 498 | 3 978,01 | 7 | −97,31 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 14 000 | 0,00 | 571 | 19,25 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 600 | 0,00 | 24 | 20,00 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 340 | 0,00 | 14 | 18,18 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 5 750 | 0,00 | 234 | 19,39 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16 060 | −4,87 | 655 | 13,34 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 38 657 | −0,76 | 1 576 | 18,32 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 17 280 | 0,00 | 705 | 19,32 | ||||
| 2025-08-14 | 13F | Seven Mile Advisory | 6 750 | 0,00 | 275 | 19,57 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 56 928 | −0,41 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 6 604 | −5,24 | 269 | 13,03 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 158 460 | −33,06 | 6 462 | −20,20 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 60 | 0,00 | 2 | 0,00 | ||||
| 2025-05-07 | 13F | Phoenix Holdings Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 972 | 0,00 | 238 | −8,46 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 613 621 | −1,82 | 106 583 | 17,07 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 198 059 | −13,22 | 8 077 | 3,47 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8 530 | 141,64 | 348 | 189,17 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 11 008 | −39,54 | 449 | −27,97 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16 354 | 0,01 | 667 | 19,14 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 917 | 201 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 13 590 | 0,00 | 554 | 19,40 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 530 | 0,00 | 22 | 16,67 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 9 277 | −3,69 | 378 | 14,89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 876 | 240 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 18 837 | 768 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 560 | 288,89 | 19 | 280,00 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 125 205 | −11,83 | 5 106 | 5,13 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 777 | 32 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 11 840 | 0,00 | 483 | 19,31 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8 753 | −9,41 | 357 | 7,88 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2 000 | 0,00 | 82 | 19,12 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 170 | 0,00 | 7 | 20,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 118 458 | 4,11 | 5 | 33,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 581 098 | −33,26 | 64 477 | −20,42 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 5 129 | 209 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5 000 | 204 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 759 | 0,00 | 72 | 18,33 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 15 260 | 0,00 | 622 | 19,39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 126 979 | −23,43 | 5 178 | −8,69 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 114 874 | 1,96 | 5 | 33,33 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 350 | 0,00 | 15 | 27,27 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 511 048 | −0,72 | 20 841 | 18,39 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 25 389 | −2,97 | 1 035 | 15,77 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12 531 | −11,93 | 511 | 5,14 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 7 847 | 0,00 | 320 | 19,40 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 000 | 204 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 4 000 | 0,00 | 163 | 19,85 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 360 | −46,19 | 15 | −36,36 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10 110 | 0,00 | 412 | 19,42 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 634 | 0,03 | 318 | 17,41 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 14 060 | 0,00 | 573 | 19,38 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9 843 | −59,37 | 401 | −55,74 | ||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 91 640 | 23,54 | 3 737 | 47,36 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10 005 | 0,00 | 408 | 19,30 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 677 | 0,00 | 28 | 17,39 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 10 741 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 135 721 | −8,24 | 5 535 | 9,41 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 9 697 | 0,00 | 395 | 19,34 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 385 253 | 21,88 | 15 711 | 45,33 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 158 772 | −2,04 | 6 475 | 16,82 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | 0 | ||||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8 243 | 227,10 | 336 | 290,70 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 8 480 | 0,00 | 346 | 18,97 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 5 256 | 214 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 246 078 | −0,33 | 10 035 | 18,86 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3 710 | 0,00 | 151 | 19,84 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 | −98,38 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 264 096 | 6,29 | 10 770 | 26,74 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 212 | 0,47 | 9 | 14,29 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 50 565 | −10,29 | 2 062 | 7,01 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 11 600 | 0,00 | 473 | 19,44 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 29 658 | 1,98 | 1 232 | 29,99 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 6 048 | −1,18 | 247 | 17,70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 543 274 | 16,19 | 22 155 | 38,54 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 32 542 | −1,86 | 1 327 | 17,02 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 64 310 | −7,46 | 2 623 | 10,35 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 801 | 0,00 | 225 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 500 | 360,00 | 469 | 450,59 | |||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 13 366 | 0,03 | 545 | 19,52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24 880 | −11,18 | 1 015 | 5,96 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 446 093 | 1,33 | 18 192 | 20,83 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 482 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 22 958 | 39,92 | 936 | 66,84 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 832 824 | −1,43 | 33 968 | 17,57 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 48 793 | −1,96 | 1 990 | 16,86 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 13 270 | 0,00 | 541 | 19,43 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 923 | −2,44 | 242 | 16,43 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 5 | −50,00 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 500 | 21 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 7 772 | 0,00 | 317 | 19,25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 169 820 | −20,13 | 6 925 | −4,76 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10 400 | 424 | ||||||
| 2025-08-13 | 13F | First National Advisers, LLC | 4 970 | 203 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12 480 | 0,02 | 1 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 9 122 | −10,68 | 0 | |||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 14 817 | −0,03 | 604 | 19,37 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 704 | 8,53 | 151 | 30,17 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 97 | 0,00 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 5 945 | −30,54 | 242 | −17,12 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 44 514 | −0,12 | 1 797 | 17,77 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 37 534 | −4,70 | 1 531 | 13,67 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7 850 | −14,21 | 320 | 2,56 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 610 | 0,00 | 25 | 20,00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 8 320 | 24,51 | 339 | 48,68 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 17 065 | −25,59 | 696 | −11,35 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 71 549 | 0,00 | 2 918 | 19,26 | ||||
| 2025-05-01 | 13F | Fidelis Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 58 878 | 22,43 | 2 401 | 46,05 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 17 233 | 0,12 | 703 | 19,39 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 922 | 0,00 | 445 | 19,30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 166 | 0,00 | 211 | 19,32 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 000 | 0,00 | 41 | 17,65 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9 142 | −19,29 | 373 | −3,88 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8 737 | 0,74 | 356 | 20,27 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 13 349 | −2,77 | 544 | 15,99 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4 418 | 0,00 | 180 | 19,21 | ||||
| 2025-07-23 | 13F | Optas, LLC | 19 527 | −6,92 | 796 | 11,02 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 5 360 | 0,00 | 219 | 19,13 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5 850 | 0,00 | 239 | 19,00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 110 | 0,00 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 16 846 | −0,32 | 687 | 18,89 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 51 068 | 16,74 | 2 083 | 39,08 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 41 610 | −14,49 | 1 697 | 1,92 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 51 | 2 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 000 | 82 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 839 382 | −10,04 | 75 010 | 7,26 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 23 120 | −3,97 | 943 | 14,46 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21 048 | 2,86 | 858 | 22,75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 30 253 | 11,47 | 1 234 | 32,87 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2 900 | −10,77 | 99 | −18,18 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 451 125 | 160,26 | 59 177 | 210,34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 286 | 0,07 | 297 | 9,19 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 221 | 9,82 | 335 | 30,86 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 186 | 252 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 84 483 | −8,91 | 3 445 | 8,64 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 5 368 | 219 | ||||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 204 544 | −1,01 | 8 341 | 18,04 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9 508 | 0,00 | 388 | 17,99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 796 681 | 0,83 | 32 489 | 20,23 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 155 698 | 119,48 | 6 349 | 161,71 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5 930 | −10,97 | 242 | 6,17 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 80 813 | 2,02 | 3 296 | 21,63 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 26 382 | −0,48 | 1 076 | 18,65 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 31 318 | 0,00 | 1 277 | 19,23 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 178 234 | 14,88 | 7 268 | 37,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 14 250 | 0,00 | 581 | 19,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 910 | 0,00 | 37 | 19,35 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 4 937 | 201 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 218 670 | 2,93 | 8 917 | 22,13 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 123 500 | 2,09 | 5 036 | 21,73 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 8 669 | −9,31 | 354 | 8,28 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 9 626 | −7,38 | 393 | 10,42 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 75 040 | 0,00 | 3 060 | 19,25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 42 567 | −60,67 | 1 736 | −53,12 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 287 316 | 1,77 | 11 717 | 21,35 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 61 727 | 1,11 | 2 517 | 20,60 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 151 804 | 6,42 | 6 191 | 26,90 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 153 528 | 6,53 | 6 261 | 27,03 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 111 756 | 22,91 | 4 557 | 33,95 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 12 386 | 0,00 | 505 | 19,39 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 11 550 | 0,00 | 471 | 19,24 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 6 169 | 257 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 138 304 | −1,06 | 5 640 | 17,99 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 20 794 | 18,51 | 848 | 63,83 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 134 | 5 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 20 050 | 176,55 | 686 | 152,77 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 7 000 | −4,11 | 285 | 19,25 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 170 | 0,00 | 7 | 20,00 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 28 744 | 2,87 | 1 172 | 22,72 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 972 | 0,00 | 284 | 19,33 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 2 652 | 0,00 | 108 | 20,00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 537 561 | 1,61 | 21 922 | 21,16 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 1 431 | 0,00 | 58 | 20,83 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 59 040 | 0,00 | 2 408 | 19,22 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5 925 | 242 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 10 050 | 0,00 | 410 | 18,90 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 275 398 | 11 231 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 306 | 0 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8 527 | 0,00 | 348 | 19,24 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 12 603 | 0,00 | 514 | 19,03 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 49 760 | −1,37 | 2 029 | 17,62 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 55 719 | −3,97 | 2 272 | 14,52 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 43 051 | 0,00 | 1 756 | 19,23 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 24 648 | −6,17 | 1 005 | 11,92 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 34 749 | 29,83 | 1 417 | 74,72 | ||||
| 2025-04-15 | 13F | Collier Financial | 4 105 | 0,00 | 140 | −8,50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 48 686 | −1,45 | 1 965 | 16,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 5 130 | 0,00 | 209 | 19,43 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6 937 | 0,12 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 695 | 273 | ||||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 6 331 | 0,00 | 258 | 19,44 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 16 249 | 59,62 | 663 | 90,23 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 6 300 | 0,00 | 257 | 19,07 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 31 201 | 19,05 | 1 272 | 41,96 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 123 815 | −0,20 | 5 049 | 19,00 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 16 960 | 0,00 | 692 | 19,14 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 777 | −92,60 | 32 | −91,60 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 798 | 33 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 125 114 | −20,30 | 5 102 | −4,96 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 5 350 | 218 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 10 000 | 0,00 | 408 | 19,01 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 50 | 0,00 | 2 | 100,00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 53 954 | 0,78 | 2 200 | 20,22 | ||||
| 2025-04-09 | 13F | PMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 434 | −22,78 | 18 | −19,05 | ||||
| 2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 28 825 | 1,32 | 1 | |||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 91 300 | 0,00 | 4 | 0,00 | ||||
| 2025-05-08 | 13F | Commerce Bank | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3 030 | 0,00 | 124 | 19,42 | ||||
| 2025-04-23 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 7 500 | 0,00 | 306 | 19,14 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 8 088 | −30,12 | 330 | −16,71 | ||||
| 2025-05-14 | 13F | Capital Wealth Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 82 667 | −0,92 | 3 443 | 20,68 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 805 | 532,24 | 196 | 650,00 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 22 500 | −23,73 | 918 | −9,03 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 7 778 | −13,61 | 317 | 3,26 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 | −99,98 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 41 394 | 25,26 | 1 688 | 49,38 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 21 580 | 0,00 | 880 | 19,24 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 411 368 | −12,60 | 16 776 | 4,21 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Williamson Legacy Group, LLC | 5 683 | −4,34 | 232 | 13,79 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 712 | −0,86 | 274 | 18,18 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 68 568 | −24,65 | 2 796 | −10,15 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 142 206 | −5,47 | 5 812 | 18,76 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 834 | −98,12 | 156 | −97,77 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 41 903 | 3,43 | 1 709 | 23,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 563 512 | 219,86 | 145 319 | 281,40 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 16 441 | −12,62 | 670 | 4,20 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 71 944 | 0,15 | 2 934 | 19,42 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 242 470 | −0,67 | 9 888 | 18,44 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 36 897 | 0,06 | 1 505 | 19,27 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 31 714 | −0,11 | 1 293 | 19,17 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 5 570 | 227 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 14 500 | 0,00 | 591 | 19,39 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 361 339 | 18,58 | 15 | 40,00 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 33 657 | 0,00 | 1 373 | 19,20 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 19 350 | 0,00 | 789 | 19,36 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 5 453 | 0,00 | 222 | 19,35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 54 275 | −54,88 | 2 213 | −46,19 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 44 334 | −3,92 | 1 808 | 14,51 | ||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9 524 | 388 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 479 | 0,00 | 20 | 18,75 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 21 868 | 12,90 | 907 | 37,01 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 14 809 | 1,76 | 604 | 21,33 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 220 | 8 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 70 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 74 273 | −13,59 | 3 029 | 3,03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 32 622 | 0,00 | 1 330 | 19,28 | ||||
| 2025-04-22 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 280 | 0,00 | 52 | 20,93 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 4 974 | 0,14 | 203 | 19,53 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 10 200 | 0,00 | 416 | 19,25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 700 | 29 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 1 118 333 | −0,23 | 45 606 | 18,97 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 000 | −33,33 | 41 | −21,57 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 15 503 | 0,12 | 632 | 19,47 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 1 383 960 | −3,98 | 56 451 | 20,96 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6 516 | 0,00 | 266 | 19,37 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 75 | 3 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 5 385 050 | 257 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9 655 | −32,16 | 394 | −19,14 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2 250 | 0,00 | 92 | 19,74 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 11 727 | 0,12 | 478 | 19,50 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 158 772 | 6 475 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 205 575 | −17,46 | 8 383 | −0,77 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 8 472 | −24,49 | 345 | −9,92 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 374 | −10,92 | 97 | 5,49 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 941 | 242 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 273 | 28,77 | 11 | 57,14 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1 000 | 0,00 | 41 | 17,65 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 19 176 | 0,01 | 782 | 19,39 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 528 | 103 | ||||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 7 500 | 0,00 | 306 | 19,14 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 32 957 | −32,39 | 1 344 | −19,44 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 15 809 | −7,44 | 645 | 10,27 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 5 460 | −19,27 | 223 | −3,90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 426 364 | 2,01 | 58 167 | 21,63 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 809 735 | 5,40 | 33 028 | 25,68 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 126 879 | 22,73 | 5 267 | 48,97 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 111 392 | −1,76 | 4 543 | 17,15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10 421 | −0,70 | 425 | 18,44 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 7 083 | −15,95 | 289 | 0,00 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 42 411 | −92,04 | 1 730 | −90,52 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 7 690 | 0,00 | 314 | 19,39 | ||||
| 2025-08-14 | 13F | Fmr Llc | 48 610 | 5,35 | 1 982 | 25,60 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 13 289 | −8,60 | 542 | 8,85 | ||||
| 2025-08-04 | 13F | Balentine LLC | 1 870 | 0,00 | 76 | 20,63 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 690 | 0,00 | 69 | 19,30 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 420 | 17 | ||||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 83 453 | 0,36 | 3 403 | 19,70 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15 038 | 0,13 | 613 | 19,49 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 486 524 | 3,84 | 19 840 | 23,82 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 520 | 0,00 | 21 | 23,53 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 11 368 | −7,64 | 464 | 10,24 | ||||
| 2025-08-13 | 13F | Laidlaw Wealth Management LLC | 6 790 | 0,00 | 277 | 18,97 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 900 | 0,00 | 37 | 20,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 197 215 | −0,20 | 8 042 | 19,00 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 20 033 | 0,01 | 817 | 19,12 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 37 181 | −0,45 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 7 606 | 0,07 | 310 | 19,69 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 883 | 0,00 | 36 | 20,00 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 16 000 | 0,00 | 652 | 19,20 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6 875 | −3,83 | 280 | 14,75 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 900 | 159 | ||||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 169 343 | −53,52 | 7 | −50,00 |
