Grundläggande statistik
| Institutionella ägare | 1181 total, 1179 long only, 0 short only, 2 long/short - change of 0,08% MRQ |
| Genomsnittlig portföljallokering | 0.3040 % - change of −7,23% MRQ |
| Institutionella aktier (lång) | 64 860 013 (ex 13D/G) - change of 0,38MM shares 0,58% MRQ |
| Institutionellt värde (lång) | $ 9 455 000 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR S&P Dividend ETF (US:SDY) har 1181 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 64,860,013 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Raymond James Financial Inc, LPL Financial LLC, Joel Isaacson & Co., LLC, Royal Bank Of Canada, Wells Fargo & Company/mn, Ameriprise Financial Inc, UBS Group AG, and Jpmorgan Chase & Co .
SPDR Series Trust - SPDR S&P Dividend ETF (ARCA:SDY) 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 140,66 / share. Previously, on September 16, 2024, the share price was 141,24 / share. This represents a decline of 0,41% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 1 734 | 0,23 | 235 | 3,07 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 1 928 | 0,00 | 262 | 0,00 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 609 | 0,00 | 218 | 0,00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 66 230 | −0,33 | 8 989 | −0,29 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 818 | 0,00 | 111 | 0,91 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 18 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9 863 | 8,12 | 1 339 | 8,16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 200 793 | 19,61 | 27 254 | 19,65 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 11 541 | 14,30 | 1 597 | 24,18 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 225 | 0,00 | 31 | 0,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3 302 | 0,00 | 448 | 0,22 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 21 636 | −2,37 | 2 937 | 6,69 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1 972 | 0,00 | 268 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6 336 | −9,50 | 860 | −9,48 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 23 008 | 1,50 | 3 123 | 1,53 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 3 042 | 0,00 | 413 | 0,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 11 451 | 0,58 | 1 554 | 0,65 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 14 730 | 0,03 | 1 999 | 0,10 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 350 | 48 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 250 | −84,33 | 34 | −84,72 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 5 535 | 0,00 | 751 | 0,00 | ||||
| 2025-08-14 | 13F | Rodgers Brothers Inc. | 1 800 | 0,00 | 244 | 0,00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 9 060 | 0,02 | 1 230 | 0,08 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 2 758 | −19,54 | 374 | −19,57 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2 650 | −34,19 | 360 | −34,25 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 1 522 | 207 | 2,49 | |||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 9 214 | −1,01 | 1 251 | −0,95 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 29 919 | 0,66 | 4 061 | 0,69 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 4 539 | 0,11 | 616 | 0,16 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 7 656 | −25,65 | 1 039 | −25,63 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3 423 | 465 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 2 627 | 18,23 | 356 | 18,27 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12 803 | −63,21 | 1 738 | −63,21 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 7 160 | −11,42 | 972 | −11,41 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 86 | −15,69 | 12 | −15,38 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9 356 | −6,72 | 1 270 | −6,69 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 342 | 0,00 | 46 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 979 | −6,20 | 540 | −6,09 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1 942 | 264 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 175 | 0,00 | 24 | 0,00 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 2 682 | 0,00 | 364 | 0,28 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 100 | 14 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 404 602 | −1,75 | 1 005 027 | −1,72 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 32 141 | 30,40 | 4 362 | 30,44 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 67 | 0,00 | 9 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 100 578 | −0,77 | 13 652 | −0,73 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 3 013 | 0,00 | 409 | 0,00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 16 169 | 113,37 | 2 195 | 113,42 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2 318 | 0,00 | 315 | 0,00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 76 372 | −0,25 | 10 366 | −0,21 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 14 060 | 5,24 | 1 908 | 5,30 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3 399 | 27,26 | 461 | 27,35 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 4 642 | −0,71 | 630 | −0,63 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 195 246 | −3,36 | 26 501 | −3,33 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 17 381 | −9,22 | 2 359 | −9,16 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 70 794 | −2,04 | 9 609 | −2,01 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 2 085 | 0,00 | 283 | 0,00 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Berkeley, Inc | 4 607 | −1,01 | 625 | −0,95 | ||||
| 2025-05-09 | 13F | Performa Ltd (US), LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | MAS Advisors LLC | 7 294 | 5,09 | 990 | 5,21 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 102 235 | −1,13 | 13 876 | −1,09 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 9 334 | −8,31 | 1 267 | −8,33 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 7 080 | −6,40 | 961 | −6,43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 116 446 | 0,16 | 15 805 | 0,20 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 18 535 | −4,89 | 2 516 | −4,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 77 956 | −5,70 | 11 | −9,09 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 34 328 | 0,26 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 1 685 | −5,50 | 229 | −5,39 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 19 534 | −12,47 | 2 651 | −12,42 | ||||
| 2025-04-21 | 13F | Old Second National Bank Of Aurora | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 109 | 0,00 | 15 | 0,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 603 | 0,00 | 0 | |||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 2 911 | −0,24 | 395 | 0,77 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 105 | 0,00 | 14 | 0,00 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1 600 | 0,00 | 217 | 0,00 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4 460 | −3,36 | 605 | −3,35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 167 863 | 13,11 | 22 784 | 13,16 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 16 269 | −0,01 | 2 208 | 0,05 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5 804 | 0,21 | 788 | 0,25 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1 844 | −46,63 | 250 | −46,58 | ||||
| 2025-08-01 | 13F | First National Trust Co | 4 178 | 0,00 | 567 | 0,18 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 22 373 | 4,57 | 3 037 | 4,62 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 1 663 | −36,28 | 226 | −36,44 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 6 689 | 58,70 | 908 | 58,84 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 842 | 0,00 | 114 | 2,70 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1 475 | 0,00 | 200 | 0,00 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 3 042 | 0,36 | 413 | 0,24 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2 267 | 9,68 | 308 | 9,64 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 9 005 | 0,00 | 1 222 | 0,08 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 824 | 7 012,73 | 1 062 | 7 478,57 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 326 | 0,00 | 44 | 0,00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 1 502 | 0,00 | 204 | 0,00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 4 485 | −0,40 | 609 | −0,33 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 80 175 | −0,60 | 10 882 | −0,56 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 174 | 0,00 | 24 | 0,00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 000 | 0,00 | 136 | 0,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 304 | 0,46 | 177 | 0,57 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 866 | 0,58 | 118 | 0,86 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 1 738 | 0,00 | 236 | 0,00 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 62 | 8 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 3 718 | 42,73 | 505 | 42,78 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14 547 | 83,30 | 1 975 | 83,46 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1 985 | 0,30 | 269 | 0,37 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 451 468 | −0,16 | 197 008 | −0,12 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 13 858 | −0,72 | 1 881 | −0,63 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 10 595 | −0,52 | 1 438 | −0,42 | ||||
| 2025-07-08 | 13F | Quintet Private Bank (Europe) S.A. | 100 | 0,00 | 14 | 0,00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 25 200 | −5,97 | 3 420 | −4,95 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 6 767 | 0,70 | 918 | 0,77 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 65 223 | 3,48 | 8 853 | 3,52 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 43 267 | 10,41 | 5 873 | 10,44 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 22 734 | −16,65 | 3 086 | −16,62 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 4 154 | −12,73 | 564 | −12,56 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 19 164 | −14,27 | 2 601 | −14,24 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 2 113 | 0,05 | 287 | 0,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 10 757 | −0,02 | 1 449 | 4,02 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 5 035 | −16,56 | 683 | −16,50 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 38 652 | −0,62 | 5 246 | −0,59 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3 753 | −2,37 | 509 | −2,30 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 109 502 | −7,46 | 14 863 | −7,42 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5 470 | 1,26 | 742 | 1,37 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 790 | 328,57 | 379 | 329,55 | ||||
| 2025-07-18 | 13F | Community Bank & Trust, Waco, Texas | 1 918 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 15 561 | 0,52 | 2 112 | 0,57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 213 | −3,93 | 843 | −3,77 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 80 808 | −0,60 | 10 968 | −0,56 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 4 384 | 102,87 | 595 | 103,07 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 5 684 | −4,58 | 771 | −4,58 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4 719 | 641 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10 527 | −5,21 | 1 429 | −5,18 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9 210 | 3,79 | 1 250 | 3,82 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3 138 | 18,82 | 426 | 18,72 | ||||
| 2025-05-14 | 13F | Broadleaf Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 105 | −9,48 | 14 | −6,67 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 116 618 | −1,50 | 15 829 | −1,47 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 65 300 | 0,00 | 9 | 0,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 217 | −2,69 | 29 | −3,33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 942 | 52,31 | 264 | 52,91 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 9 | 1 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 102 | 0,00 | 14 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 016 | −10,16 | 409 | −10,11 | ||||
| 2025-05-14 | 13F | Green Harvest Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 14 255 | −1,36 | 1 935 | −1,33 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Total Investment Management Inc | 320 | 43 | ||||||
| 2025-07-16 | 13F | West Branch Capital LLC | 40 | 0,00 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1 798 | −3,64 | 244 | −3,56 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 108 | 0,00 | 15 | 0,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 40 924 | 12,72 | 5 555 | 12,75 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 85 | 0,00 | 12 | 0,00 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 135 | 0,00 | 18 | 0,00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 249 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 1 539 | 0,00 | 209 | 0,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Financially Speaking Inc | 3 337 | 453 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 10 752 | −12,16 | 1 459 | −12,11 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 7 853 | −78,93 | 1 066 | −78,94 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2 257 | −31,94 | 306 | −31,85 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 2 484 | 0,61 | 337 | 3,37 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 387 | 1,31 | 188 | 1,62 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 3 240 | 0,00 | 440 | 0,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8 899 | 0,00 | 1 208 | 0,00 | ||||
| 2025-07-29 | 13F | Hourglass Capital, Llc | 10 545 | −3,65 | 1 431 | −3,64 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 6 009 | 0,00 | 816 | 0,00 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 34 | 0,00 | 5 | 0,00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 286 592 | −22,20 | 38 899 | −22,17 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 1 953 | −14,60 | 265 | −14,84 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 6 518 | 15,75 | 885 | 15,71 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 57 | 8 | ||||||
| 2025-07-18 | 13F | Founders Capital Management | 260 | −27,78 | 35 | −27,08 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 11 382 | −2,12 | 1 545 | 1,18 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 4 771 143 | −1,94 | 647 588 | −1,91 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 1 915 | 0,52 | 260 | 0,39 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 19 913 | 10,86 | 2 703 | 10,87 | ||||
| 2025-05-14 | 13F | TFB Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 2 146 | −18,12 | 291 | −18,03 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 3 313 | 0,12 | 450 | 0,00 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 2 429 | 0,00 | 330 | 0,00 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 765 | 0,00 | 104 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15 375 | 18,33 | 2 087 | 18,39 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 29 348 | −0,22 | 3 983 | −0,18 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1 460 | 0,00 | 198 | 0,00 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 2 301 | 23,91 | 312 | 24,30 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 6 001 | −42,10 | 815 | −42,11 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 3 663 | 0,00 | 497 | 0,20 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 11 726 | 15,44 | 1 592 | 15,46 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 141 | 0,00 | 19 | 0,00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 102 333 | −1,70 | 13 889 | −1,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11 800 | −59,86 | 1 602 | −59,85 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 482 267 | −3,02 | 65 458 | −2,99 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 5 975 | −1,81 | 1 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 100 | 0,00 | 14 | 0,00 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 2 644 | 0,04 | 359 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 116 784 | 7,99 | 15 851 | 8,03 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 495 | −23,79 | 1 424 | −23,77 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 5 518 | −4,15 | 749 | −4,23 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 2 541 | 19,24 | 351 | 21,11 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 40 557 | −11,72 | 5 505 | −11,68 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 20 826 | 5,23 | 2 827 | 5,25 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 34 108 | −1,81 | 4 629 | −1,78 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 1 488 | 0,40 | 202 | 0,00 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 40 117 | −1,26 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 640 | 87 | ||||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 271 | −12,71 | 173 | −12,69 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 10 729 | −9,84 | 1 456 | −9,79 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 10 917 | −2,33 | 1 482 | −2,31 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 23 217 | 1,59 | 3 151 | 1,65 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 30 338 | 3,13 | 4 118 | 3,16 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 21 719 | 2 948 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1 705 | −15,17 | 231 | −15,07 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 97 187 | −7,45 | 13 186 | −4,94 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3 287 | 0,00 | 446 | 0,22 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 2 509 | 0,00 | 341 | 0,00 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 7 720 | −7,99 | 1 048 | −8,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 161 | 0,52 | 158 | 0,64 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 980 | −1,39 | 540 | −1,28 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 221 | 0,45 | 30 | 3,45 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 51 574 | 7,22 | 7 000 | 7,26 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 50 | −83,87 | 7 | −83,33 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 6 500 | −3,19 | 1 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 687 | −1,60 | 1 043 | −1,51 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 248 | 23,38 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 60 | −14,29 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 381 284 | 14,97 | 51 587 | 15,70 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 4 435 | −0,96 | 602 | −0,99 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 18 179 | 0,72 | 2 467 | 0,78 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 1 486 | 202 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 46 203 | −0,16 | 6 271 | 3,53 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 107 869 | −2,68 | 14 641 | −2,64 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 2 425 | 0,00 | 329 | 0,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 149 | 181,13 | 20 | 185,71 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 15 469 | −0,47 | 2 147 | 13,61 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17 151 | 0,81 | 2 328 | 0,82 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 20 024 | −6,00 | 2 718 | −5,99 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1 217 | 0,50 | 165 | 0,61 | ||||
| 2025-07-17 | 13F | City Holding Co | 1 534 | −5,13 | 208 | −5,02 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 3 167 | −3,06 | 430 | −3,16 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 12 312 | −1,44 | 1 703 | 5,32 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 1 400 | 0,00 | 190 | 0,53 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 9 219 | 3,13 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 181 | 0,00 | 25 | 0,00 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 2 216 | 0,00 | 301 | 0,00 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 1 000 | 0,00 | 136 | 0,00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 6 078 | −1,62 | 825 | −1,67 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 7 150 | −8,33 | 970 | −8,32 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 31 | 0,00 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 25 266 | 24,94 | 3 429 | 25,01 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1 815 | 0,00 | 246 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 237 779 | −2,07 | 32 274 | −2,04 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 559 | 0,00 | 76 | 0,00 | ||||
| 2025-07-18 | 13F | United Bank | 4 529 | 615 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 2 588 | −57,97 | 351 | −57,96 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 116 | −1,34 | 1 916 | −1,29 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2 692 | 0,00 | 365 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 101 489 | 7 180,42 | 13 775 | 7 188,36 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 2 012 | −33,02 | 273 | −32,92 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 60 366 | −9,67 | 8 193 | −9,64 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 450 | 97,37 | 61 | 103,33 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 180 | 0,00 | 24 | 0,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1 913 | 260 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 33 723 | 0,44 | 4 577 | 0,48 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 2 715 | 0,00 | 369 | 0,00 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1 973 | 23,08 | 268 | 23,04 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 2 043 | −2,39 | 277 | −2,12 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 189 852 | −0,76 | 25 769 | −0,72 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2 | −66,67 | 0 | |||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 14 962 | 0,58 | 2 031 | 0,59 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3 351 | 4,17 | 455 | 4,13 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 765 | 20,92 | 1 868 | 20,98 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 4 062 | 6,42 | 551 | 6,58 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1 702 | −7,05 | 231 | −6,85 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 4 300 | −0,74 | 584 | −0,68 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 57 299 | 0,62 | 7 777 | 0,66 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 4 953 | −11,51 | 672 | −11,46 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 64 | 0,00 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 2 521 | 7,46 | 0 | |||||
| 2025-08-07 | 13F | Rossmore Private Capital | 4 405 | 0,00 | 598 | 0,00 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 53 283 | −2,91 | 7 232 | −2,87 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 374 733 | 1,06 | 52 009 | 3,38 | ||||
| 2025-04-10 | 13F | SMI Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 15 287 | −2,70 | 2 075 | −2,67 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 63 115 | −0,35 | 8 567 | −0,31 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1 568 | 0,00 | 218 | 5,85 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 5 059 | 0,00 | 687 | 0,00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 107 361 | −0,55 | 14 572 | −0,51 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 950 | −0,24 | 400 | −0,25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 226 252 | −2,93 | 31 | −3,23 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 202 325 | 2,68 | 27 462 | 2,72 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 1 905 | 0,69 | 259 | 0,78 | ||||
| 2025-07-18 | 13F | Loudon Investment Management, LLC | 1 651 | −24,51 | 224 | −24,32 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 43 449 | −0,72 | 5 899 | −0,64 | ||||
| 2025-08-12 | 13F | Riverstone Advisors, LLC | 1 680 | 0,00 | 228 | 0,44 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 3 666 | −1,85 | 508 | 6,28 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 2 043 | 0,39 | 277 | 0,36 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 9 320 | −7,57 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 24 517 | 0,00 | 3 328 | 0,03 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 5 258 | 0,38 | 714 | 0,42 | ||||
| 2025-08-14 | 13F | Systematic Alpha Investments, LLC | 4 800 | 0,00 | 652 | 0,00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 693 | 55,73 | 94 | 55,00 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 3 082 | 4,62 | 418 | 4,76 | ||||
| 2025-04-17 | 13F | Great Lakes Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 2 066 | −7,35 | 280 | −7,28 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 21 548 | −4,81 | 2 925 | −4,79 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1 980 | 0,00 | 269 | 0,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 105 031 | −2,51 | 14 256 | −2,48 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 11 098 | 0,69 | 1 506 | 0,74 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 7 740 | 0,00 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 449 | −9,48 | 61 | −10,45 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 57 041 | 3,25 | 7 742 | 3,30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 133 413 | 3,97 | 425 298 | 4,01 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 3 113 | 0,13 | 423 | 0,24 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 699 649 | 0,56 | 94 963 | 0,60 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2 622 | 0,31 | 356 | 0,28 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 25 215 | 0,65 | 3 422 | 0,71 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6 912 | 15,59 | 938 | 15,66 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1 982 | 0,00 | 269 | 0,37 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 6 150 | 0,02 | 835 | 0,00 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 3 651 | −9,00 | 496 | −9,01 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 38 606 | −3,34 | 5 240 | −3,30 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 582 | 0,00 | 79 | 0,00 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 7 818 | 9,53 | 1 061 | 9,61 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 65 | 9 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 5 497 | 0,57 | 746 | 0,67 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 2 259 | 0,00 | 307 | 2,68 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2 660 | 14,36 | 361 | 14,60 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 768 | 0,00 | 104 | 0,00 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 4 790 | −5,15 | 650 | −5,11 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 2 027 | −0,15 | 275 | 0,00 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 182 | 0,00 | 25 | 0,00 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 19 014 | −0,13 | 2 581 | −0,12 | ||||
| 2025-04-15 | 13F | Collier Financial | 3 | 0,00 | 0 | |||||
| 2025-04-21 | 13F | Janney Capital Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 881 | 0,27 | 255 | 0,39 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4 667 | −28,01 | 633 | −27,99 | ||||
| 2025-05-06 | 13F | Ignite Planners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 11 040 | −0,68 | 1 498 | −0,66 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 78 470 | −6,21 | 10 651 | −6,18 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 653 | −1,51 | 89 | −1,12 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2 156 | 12,94 | 293 | 15,87 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 106 | 14 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 3 453 | −1,85 | 469 | −1,89 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 7 298 | 15,11 | 990 | 15,12 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 5 146 | 0,00 | 698 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 404 | 0,09 | 598 | 0,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 187 705 | 851,37 | 25 477 | 851,70 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 7 796 | −17,55 | 1 058 | −17,47 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 8 192 | 0,00 | 1 112 | 0,00 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2 757 | 0,00 | 374 | 0,00 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 75 270 | 10 216 | ||||||
| 2025-07-22 | 13F | Romano Brothers And Company | 2 285 | 0,00 | 310 | 0,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 415 | 62,75 | 56 | 64,71 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 1 510 | 0,00 | 205 | 0,00 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 324 | −23,58 | 44 | −24,56 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3 252 | 5,14 | 441 | 0,46 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 4 654 | 0,00 | 632 | 0,00 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 1 549 | 210 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 20 677 | −2,39 | 2 806 | −2,37 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 76 233 | −7,50 | 10 347 | −7,46 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 27 993 | 6,18 | 3 799 | 10,44 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9 501 | 0,20 | 1 290 | 0,23 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 2 447 | −0,93 | 332 | −0,90 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 108 | 257,29 | 286 | 257,50 | ||||
| 2025-04-10 | 13F | Rialto Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 2 656 | −0,64 | 361 | −0,55 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 2 274 | −8,27 | 309 | −8,33 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 58 | 8 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 6 003 | 0,00 | 815 | 0,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 205 607 | 1,86 | 27 897 | 4,62 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 72 272 | −0,43 | 9 809 | −0,39 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 18 251 | −2,61 | 2 477 | 0,08 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 26 972 | −2,85 | 3 661 | −2,81 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 40 667 | 0,22 | 5 520 | 0,25 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 7 000 | 950 | ||||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 1 500 | 0,00 | 204 | 0,00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 4 580 | 0,00 | 622 | 0,00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 105 821 | −3,80 | 14 363 | −3,76 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 810 035 | −2,54 | 109 946 | −2,50 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2 922 | 0,00 | 397 | 0,00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 3 131 | 0,00 | 425 | 0,24 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 20 128 | −1,48 | 2 732 | −1,44 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 14 030 | −4,22 | 1 922 | −3,32 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 16 227 | 0,00 | 2 202 | 0,05 | ||||
| 2025-08-14 | 13F | Comerica Bank | 117 933 | −6,93 | 16 007 | −6,89 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 8 100 | 0,70 | 1 099 | 3,48 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 93 759 | −0,79 | 12 726 | −0,76 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5 359 | 22,74 | 748 | 32,16 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 205 196 | −0,20 | 27 851 | −0,16 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 21 900 | 0,00 | 2 972 | 0,03 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 607 | −16,00 | 218 | −15,83 | ||||
| 2025-08-05 | 13F | Tufton Capital Management | 11 183 | −2,06 | 2 | −99,94 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 21 218 | −15,65 | 2 886 | −15,59 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 5 616 | −28,19 | 762 | −28,18 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 21 934 | 3,39 | 2 977 | 3,44 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1 314 | 0,61 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 87 936 | −1,25 | 11 936 | −1,21 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 40 107 | −1,92 | 5 444 | −1,89 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1 937 | 0,73 | 263 | 0,77 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 8 457 | 17,57 | 1 148 | 15,39 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 8 237 | −0,13 | 1 143 | 12,17 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 936 | −1,06 | 127 | 1,61 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 768 | 0,00 | 104 | 0,00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5 402 | −1,48 | 733 | −1,35 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 398 | 54 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 4 877 | 0,00 | 662 | 0,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 5 185 | 0,00 | 704 | 0,00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 1 751 | 0,46 | 238 | 0,42 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 6 736 | 0,30 | 914 | 0,33 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 1 725 | 234 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 1 500 | 0 | ||||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 13 455 | −0,11 | 1 826 | −0,05 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 5 793 | −1,45 | 1 | −100,00 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 4 108 | −1,44 | 558 | −1,42 | ||||
| 2025-04-23 | 13F | Nvest Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 404 | 55 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 2 204 | 0,00 | 299 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 55 107 | −4,09 | 7 480 | −4,05 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 202 773 | −3,58 | 27 522 | −3,54 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 16 291 | 390,25 | 2 211 | 391,33 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 414 | 0,00 | 56 | 0,00 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 2 461 | −1,56 | 334 | −1,47 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11 458 | 15,66 | 2 | 0,00 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 5 056 | 4,77 | 686 | 4,89 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 82 392 | 0,00 | 11 183 | 0,04 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 13 385 | −3,40 | 1 817 | −3,40 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 506 | 0,00 | 69 | 0,00 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 620 | 0,00 | 84 | 0,00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 2 584 | 3,11 | 351 | 2,94 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 8 788 | 6,29 | 1 193 | 6,33 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 2 650 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3 766 | −3,78 | 511 | −3,77 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 18 977 | −6,24 | 2 576 | −6,23 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 231 045 | 1,59 | 32 693 | 5,95 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 159 493 | −32,23 | 21 645 | −32,22 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 7 035 | 0,00 | 955 | 0,00 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 2 406 | −12,06 | 327 | −12,13 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5 440 | −2,25 | 738 | −2,25 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 278 925 | −14,55 | 37 859 | −14,52 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 1 811 | 246 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 587 | 0,08 | 351 | 0,29 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 2 863 | 16,24 | 389 | 16,17 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 11 615 | −3,66 | 1 577 | −3,61 | ||||
| 2025-07-16 | 13F | American National Bank | 2 292 | −18,29 | 311 | −18,16 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 100 | 0,00 | 14 | 0,00 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 22 | 0,00 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 1 884 | 0,00 | 260 | 1,57 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 22 539 | −15,95 | 3 059 | −15,92 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 4 606 | −21,83 | 625 | −21,78 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1 695 | 0,00 | 230 | 0,44 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1 551 | −14,26 | 211 | −14,29 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 3 641 | −0,27 | 504 | 1,41 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 4 463 | 1,22 | 606 | 1,17 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 3 411 | 66,63 | 463 | 66,79 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 1 625 | 0,00 | 221 | 0,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 296 | 0,00 | 40 | 2,56 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8 946 | 0,09 | 1 214 | 0,17 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 10 191 | 0,00 | 1 383 | 0,07 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 5 662 | −25,10 | 768 | −23,05 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 215 448 | 4,93 | 29 243 | 4,97 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 11 834 | −2,09 | 1 606 | −2,01 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 28 087 | −1,76 | 3 812 | −1,73 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 9 623 | 19,81 | 1 306 | 19,93 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3 624 | 0,25 | 492 | 0,20 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 321 | 0,63 | 41 | −2,44 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 4 444 | 55,88 | 603 | 56,22 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 22 | 0,00 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 8 002 | 0,00 | 1 086 | 0,09 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 34 306 | 0,80 | 4 656 | 3,58 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 6 924 | −7,43 | 940 | −4,96 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 13 114 | −3,93 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 441 | 0,00 | 60 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 22 286 | 2,94 | 3 025 | 2,96 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 12 267 | 0,00 | 1 665 | 0,06 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 94 604 | 21,16 | 12 841 | 21,20 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 38 383 | −27,38 | 5 210 | −27,35 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 69 821 | 1,35 | 9 477 | 1,39 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 26 277 | 6,60 | 3 567 | 6,64 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3 554 | −0,70 | 482 | −0,62 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 53 638 | 0,56 | 7 280 | 12,26 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 4 524 | −0,90 | 614 | −0,81 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 2 361 | −13,86 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 3 500 | 0,00 | 475 | 0,21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 567 632 | −2,91 | 212 775 | −2,87 | ||||
| 2025-07-11 | 13F | Baugh & Associates, LLC | 2 135 | −8,68 | 281 | −9,09 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 10 927 | −10,26 | 1 483 | −10,23 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 4 034 | −0,40 | 563 | 2,55 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2 250 | 0,00 | 305 | 0,00 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 6 198 | 0,29 | 856 | 11,91 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 2 936 | 0,00 | 399 | 0,00 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2 135 | −4,47 | 290 | −4,62 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 7 921 | 29,56 | 1 075 | 29,67 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1 516 | 0,00 | 206 | 0,00 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 35 539 | −17,59 | 4 824 | −17,57 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 4 248 | −3,41 | 577 | −3,36 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 25 239 | −3,54 | 3 426 | −3,52 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 337 | 8 039,02 | 453 | 8 940,00 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 294 | 0,00 | 40 | 0,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 17 924 | 0,15 | 2 470 | 1,73 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4 893 | 20,96 | 1 | |||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 25 705 | −0,70 | 3 488 | 1,99 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 4 217 | −0,17 | 572 | −0,17 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 575 | 196,39 | 78 | 208,00 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 1 956 | 272 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 7 092 | −0,06 | 962 | 2,67 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 616 | 1,99 | 84 | 2,47 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 12 753 | 1 731 | ||||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 7 618 | −0,78 | 1 034 | −0,77 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 3 151 | 0,00 | 428 | 0,00 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 13 028 | 3,54 | 1 768 | 3,57 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 741 | −21,67 | 101 | −21,87 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13 795 | 0,57 | 1 872 | 3,37 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1 880 | 0,00 | 255 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 641 404 | −5,83 | 87 | −5,43 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 173 | 0,58 | 24 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9 400 | −1,51 | 1 276 | −1,47 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 4 025 | 0,00 | 546 | 0,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 22 585 | 3,26 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 3 870 | −2,76 | 525 | −2,78 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 1 562 | −6,07 | 212 | −6,22 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 3 835 | −10,65 | 521 | −10,65 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 7 497 | 21,39 | 1 018 | 21,51 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 407 | −3,87 | 1 684 | −3,77 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 361 | −41,21 | 49 | −42,17 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 5 594 | 0,96 | 759 | 1,07 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 10 867 | −23,19 | 1 475 | −23,19 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 280 059 | 2,16 | 38 012 | 2,20 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 5 636 | −0,88 | 765 | −0,91 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13 616 | −0,88 | 1 848 | −0,81 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 23 371 | 0,52 | 3 274 | 7,00 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 2 000 | 0,00 | 271 | 0,00 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 2 065 | 0,00 | 280 | 0,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 22 561 | −0,21 | 3 062 | −0,16 | ||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 1 600 | 0,00 | 217 | 0,00 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 158 | 0,00 | 21 | 0,00 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 1 719 | 4,69 | 233 | 4,95 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 12 360 | 0,00 | 1 677 | 2,76 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 2 300 | 0,00 | 312 | 0,00 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 386 | 1,79 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4 208 | 0,31 | 571 | 0,35 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 32 950 | −3,00 | 4 | 0,00 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3 132 | 0,03 | 425 | 0,24 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 1 938 | 0,21 | 263 | 0,38 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 6 024 | 0,00 | 818 | 0,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 583 | −11,24 | 351 | −11,17 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9 154 | 0,00 | 1 242 | 0,00 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 2 126 | 0,33 | 289 | 0,35 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 3 151 | 4,03 | 428 | 4,15 | ||||
| 2025-04-21 | 13F | Trifecta Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 32 088 | −0,08 | 4 428 | 1,82 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 388 | 9,62 | 731 | 9,76 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2 054 | 0,20 | 279 | 0,00 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 8 573 | 0,00 | 1 164 | 0,00 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 1 941 | 0,00 | 263 | 0,00 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 4 727 | −5,14 | 642 | −5,18 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 358 | 0,00 | 49 | 0,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 50 281 | −6,34 | 6 825 | −6,32 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 3 442 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 8 837 | 11,90 | 1 199 | 11,95 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 200 | −73,33 | 27 | −73,27 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 2 310 | 0,00 | 314 | 0,00 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 731 200 | −0,87 | 99 246 | −0,83 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 189 622 | −7,67 | 297 196 | −7,64 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 551 | −0,51 | 211 | −0,47 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 9 134 | −5,89 | 1 240 | −5,85 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 4 619 | 0,00 | 627 | 0,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 9 215 | −1,88 | 1 251 | −1,88 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 136 | 0,00 | 18 | 0,00 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 1 713 | 0,00 | 233 | 0,00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 917 | 532 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 20 | 0,00 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 306 | 0,00 | 42 | 0,00 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 60 569 | 4,31 | 8 218 | 7,13 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 163 402 | 0,52 | 22 179 | 0,56 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 9 476 | 0,00 | 1 286 | 0,08 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 240 | −8,75 | 33 | −8,57 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 95 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 815 | 0,00 | 111 | 0,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 940 | 132,06 | 263 | 132,74 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 5 200 | 0,00 | 706 | 0,00 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 3 488 | 0,46 | 473 | 0,42 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 1 680 | 0,00 | 228 | 0,44 | ||||
| 2025-08-14 | 13F | Fmr Llc | 112 981 | −2,11 | 15 335 | −2,08 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 866 | −4,59 | 660 | −4,49 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12 439 | −2,67 | 1 688 | −2,65 | ||||
| 2025-07-29 | 13F | United Bank | 5 622 | −0,48 | 763 | −0,39 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 28 | −75,65 | 4 | −80,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 36 336 | −6,76 | 4 932 | −6,73 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 977 | 0,00 | 133 | 0,00 | ||||
| 2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 43 896 | −0,18 | 5 958 | −0,15 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 029 | −6,50 | 547 | −6,51 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8 177 | 0,10 | 1 110 | 0,09 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 5 307 | −0,73 | 720 | −0,69 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 2 076 | 0,00 | 282 | 0,00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 2 254 | −4,49 | 306 | −1,93 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 4 542 | 0,00 | 616 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2 677 | 0,45 | 363 | 0,55 | ||||
| 2025-05-14 | 13F | Tradition Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Options Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 5 185 | −5,86 | 704 | −5,89 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 53 407 | −7,09 | 7 249 | −7,05 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 17 358 | 0,01 | 2 356 | 0,08 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 24 843 | −3,49 | 3 372 | −3,47 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 206 | 0,14 | 571 | 0,18 | ||||
| 2025-07-09 | 13F | Emprise Bank | 3 474 | 0,00 | 472 | 0,00 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 1 896 | 0,00 | 257 | 0,00 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 180 | −3,74 | 24 | −4,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 14 506 | −37,36 | 2 | −66,67 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 780 | −1,03 | 377 | −1,05 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 15 244 | −22,47 | 2 069 | −22,42 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 61 117 | 0,44 | 8 295 | 0,47 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 20 989 | 0,00 | 2 849 | 0,04 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1 477 | −3,15 | 201 | −2,91 | ||||
| 2025-07-09 | 13F | Epiq Partners, Llc | 1 530 | −10,53 | 208 | −10,78 | ||||
| 2025-08-12 | 13F | Atalanta Sosnoff Capital, Llc | 2 338 | −7,73 | 317 | −7,58 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 3 687 | 0,00 | 500 | 0,00 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 25 715 | −0,19 | 3 490 | −0,14 | ||||
| 2025-08-12 | 13F | Bank OZK | 11 502 | 0,00 | 1 561 | 0,06 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2 550 | 0,00 | 346 | 0,29 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 21 225 | −6,90 | 2 881 | −6,89 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Dagco, Inc. | 400 | 0,00 | 54 | 0,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 29 255 | 2,33 | 3 971 | 2,35 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 37 901 | 0,76 | 5 144 | 0,80 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 15 613 | −1,14 | 2 119 | −1,07 | ||||
| 2025-05-14 | 13F | Full Sail Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 80 276 | −5,07 | 10 898 | −5,03 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 2 570 | 0,00 | 349 | 0,00 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1 999 | 0,00 | 271 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 10 555 | 0,05 | 1 433 | 0,07 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1 286 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 7 644 | −3,17 | 1 037 | −3,17 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 4 314 | −2,82 | 596 | −1,49 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 5 390 | 10,00 | 732 | 10,09 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 1 805 | 0,00 | 245 | 0,41 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 7 855 | −55,76 | 1 066 | −55,73 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 180 | 0,00 | 160 | 0,00 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 1 876 | 0,16 | 255 | 0,00 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 39 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 7 883 | −1,36 | 1 070 | −1,38 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 151 | 0,00 | 20 | 0,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 146 498 | 0,38 | 20 | 0,00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 32 909 | −5,77 | 4 467 | −5,74 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Peoples Bank /oh | 6 401 | 1,52 | 869 | 1,52 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 17 328 | −1,95 | 2 400 | 2,43 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 327 | 0,00 | 44 | 0,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2 471 | −1,98 | 0 | |||||
| 2025-07-31 | 13F | New Hampshire Trust | 3 709 | 23,39 | 503 | 23,59 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 4 422 | 0,55 | 613 | 8,70 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 3 656 | 1,19 | 496 | 1,22 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 250 | 0,00 | 34 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 85 543 | 0,40 | 11 611 | 0,44 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 6 838 | −26,42 | 928 | −26,35 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 2 035 | 0,00 | 276 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 447 623 | 116,15 | 60 756 | 116,23 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 486 | 0,00 | 202 | 0,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10 263 | 0,09 | 1 393 | 0,07 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6 316 | 0,40 | 857 | 0,47 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 26 498 | −14,57 | 3 597 | −14,54 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 69 530 | 3,59 | 9 | 0,00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 21 169 | 11,43 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | BancorpSouth Bank | 12 183 | −0,37 | 1 654 | −0,36 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 11 436 | 12,90 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2 826 | −1,40 | 384 | −1,29 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 7 290 | 1 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 16 105 | −52,44 | 2 186 | −52,44 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 6 039 | −1,88 | 820 | −1,92 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 101 | 0,00 | 14 | 7,69 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 572 | −66,11 | 78 | −66,38 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 610 | −3,65 | 354 | −3,54 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 126 | 0,00 | 17 | 0,00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 57 035 | −7,50 | 7 741 | −7,47 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 1 539 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 98 661 | 2 198,72 | 13 391 | 2 200,86 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 2 027 | 0,00 | 275 | 0,00 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6 154 | 13,04 | 835 | 13,14 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 43 870 | 2,52 | 5 954 | 2,55 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 475 | 0,00 | 64 | 0,00 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 16 169 | 0,83 | 2 195 | 0,87 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 2 655 | 0,08 | 360 | 0,28 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 11 868 | 0,88 | 1 611 | 0,88 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 075 | −63,37 | 553 | −63,35 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 5 078 | −26,70 | 689 | −26,62 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 18 034 | 30,80 | 2 448 | 30,86 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 84 | 0,00 | 11 | 0,00 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 358 708 | 1,24 | 48 519 | 0,93 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 3 854 | 0,00 | 523 | 0,19 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 357 | 0,00 | 48 | 2,13 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 15 407 | −4,98 | 2 091 | −4,95 | ||||
| 2025-05-02 | 13F | Pettinga Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 58 519 | −1,75 | 8 | −12,50 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 4 649 | 0,00 | 631 | 0,16 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23 749 | 7,87 | 3 223 | 7,90 | ||||
| 2025-07-14 | 13F | Bank & Trust Co | 50 | 0,00 | 7 | 0,00 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1 755 | 0,23 | 238 | 0,42 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 5 730 | −11,41 | 778 | −11,40 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 1 570 | 0,00 | 213 | 0,00 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 2 124 | −8,80 | 288 | −4,95 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 5 629 | 1,51 | 764 | 1,46 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 7 805 | −5,22 | 1 059 | −5,19 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 495 | 0,00 | 67 | 0,00 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1 148 | 0,00 | 156 | 0,00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 3 022 | −9,03 | 410 | −8,89 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 2 899 | 0,00 | 393 | 0,00 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5 240 | −6,43 | 711 | −6,32 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 3 203 | −8,98 | 435 | −9,01 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 178 | 0,00 | 24 | 0,00 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 14 569 | −0,21 | 1 977 | −0,15 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12 777 | 0,95 | 1 734 | 0,99 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 201 | 27 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 1 597 | 0,00 | 217 | 0,00 |
Other Listings
| MX:SDY |
