Grundläggande statistik
| Institutionella ägare | 941 total, 941 long only, 0 short only, 0 long/short - change of 6,76% MRQ |
| Genomsnittlig portföljallokering | 1.7894 % - change of −8,80% MRQ |
| Institutionella aktier (lång) | 194 965 416 (ex 13D/G) - change of 46,45MM shares 31,28% MRQ |
| Institutionellt värde (lång) | $ 15 392 805 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares 0-3 Month Treasury Bond ETF (US:SGOV) har 941 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 194,965,416 aktier. Största aktieägare inkluderar Laurel Wealth Advisors LLC, Bank Of America Corp /de/, Cornerstone Advisors Asset Management, Inc, Morgan Stanley, LPL Financial LLC, CRDBX - Conquer Risk Defensive Bull Fund, Ameriprise Financial Inc, Jpmorgan Chase & Co, Royal Bank Of Canada, and Cerity Partners LLC .
iShares Trust - iShares 0-3 Month Treasury Bond ETF (ARCA:SGOV) 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 100,53 / share. Previously, on September 13, 2024, the share price was 100,52 / share. This represents an increase of 0,01% 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.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 4 140 | 0,00 | 417 | 0,00 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 3 060 | 35,04 | 308 | 35,09 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 2 000 | 0,00 | 201 | 0,00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 7 699 | −0,23 | 775 | −0,13 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 246 952 | 41,31 | 24 866 | 41,34 | ||||
| 2025-08-14 | 13F | Ursa Fund Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 400 | −4,53 | 40 | −4,76 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 2 004 | −8,62 | 202 | −8,64 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 42 623 | −46,70 | 4 292 | −46,69 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 341 969 | 94,87 | 34 433 | 94,91 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 8 842 | 890 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2 203 | 2,04 | 222 | 1,84 | ||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 1 990 | −29,48 | 200 | −29,58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 410 610 | −17,68 | 242 724 | −17,66 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 44 102 | −86,41 | 4 441 | −86,41 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 15 | 2 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 29 457 | −29,30 | 2 966 | −29,04 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 23 848 | −73,41 | 2 401 | −73,41 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 16 524 | −2,72 | 1 664 | −2,75 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 140 471 | −20,34 | 114 834 | −20,33 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 695 | 3,85 | 473 | 3,74 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 168 284 | 10,22 | 16 945 | 10,25 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 400 | 40 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 663 339 | 26,98 | 66 792 | 27,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 6 558 | −15,01 | 660 | −14,95 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 114 726 | 71,24 | 11 552 | 71,28 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 8 110 | −12,61 | 817 | −12,63 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 9 926 | 61,87 | 999 | 61,91 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 23 111 | 679,46 | 2 327 | 680,54 | ||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 18 678 | 1 877 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 408 387 | −4,76 | 41 120 | −4,74 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 5 070 | 89,89 | 510 | 90,30 | ||||
| 2025-07-30 | 13F | Denali Advisors Llc | 9 029 | −23,62 | 909 | −23,61 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 1 128 985 | −21,71 | 113 677 | −21,69 | ||||
| 2025-08-26 | NP | CRTOX - Conquer Risk Tactical Opportunities Fund | 142 820 | 14 381 | ||||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 208 327 | 2 691,09 | 2 502 | 233,02 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 17 097 | 1,04 | 1 722 | 1,06 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 10 389 | 163,01 | 1 046 | 163,89 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 104 410 | −0,05 | 10 513 | −0,02 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 31 066 | −56,82 | 3 122 | −56,90 | ||||
| 2025-07-31 | 13F | Mader & Shannon Wealth Management, Inc. | 188 087 | 0,77 | 18 938 | 0,79 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 2 892 | −21,01 | 291 | −20,92 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4 916 | 495 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 32 799 | 13,01 | 3 303 | 13,04 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3 581 | −75,96 | 361 | −75,90 | ||||
| 2025-05-15 | 13F | Novak & Powell Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | PrairieView Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 1 770 | −34,81 | 178 | −34,80 | ||||
| 2025-08-26 | NP | CRDBX - Conquer Risk Defensive Bull Fund | 6 010 295 | 605 177 | ||||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 5 000 | 0,00 | 503 | 0,00 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 8 510 | 8,27 | 857 | 8,22 | ||||
| 2025-08-07 | 13F | Capitol Family Office, Inc. | 3 291 | 1,29 | 331 | 1,22 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1 316 218 | −9,11 | 132 530 | −9,09 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 30 933 | 12,62 | 3 115 | 12,62 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 243 730 | −24,17 | 24 541 | −24,16 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 2 072 | 209 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 81 | 8 | ||||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 259 700 | −77,12 | 26 149 | −77,12 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 142 022 | 3,64 | 14 303 | 3,71 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 173 475 | 5,09 | 17 467 | 5,11 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 331 023 | 2,87 | 33 331 | 2,89 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 15 903 | 21,61 | 1 601 | 21,66 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2 993 | 37,10 | 301 | 37,44 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 79 429 | 1 496,24 | 7 998 | 1 499,40 | ||||
| 2025-04-17 | 13F | Grimes & Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 45 366 | 6,57 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 5 746 | 579 | ||||||
| 2025-05-15 | 13F | Prelude Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Opportunities ETF | 83 202 | 33,54 | 8 379 | 33,62 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 96 559 | 9 723 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 89 207 | 369,98 | 8 982 | 370,26 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 2 051 | −54,50 | 207 | −54,53 | ||||
| 2025-08-11 | 13F | Sprott Inc. | 28 997 | 7,66 | 2 920 | 7,67 | ||||
| 2025-05-07 | 13F | BML Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 392 339 | 77,25 | 39 505 | 77,28 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 6 025 | 21,28 | 607 | 21,20 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-22 | 13F/A | TT Capital Management LLC | 143 199 | −11,18 | 14 419 | −11,16 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 3 492 | −1,36 | 352 | −1,40 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 84 514 | −16,91 | 8 510 | −16,90 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 22 629 | −43,57 | 2 | −50,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 4 743 | 33,49 | 478 | 33,61 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 84 | 0,00 | 8 | 0,00 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2 255 | 9,47 | 227 | 9,66 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 91 776 | −7,09 | 9 241 | −7,08 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 629 085 | −25,26 | 63 343 | −25,24 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 2 408 | 242 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 570 | 6,15 | 57 | 5,56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 203 964 | 21,20 | 725 367 | 21,23 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5 326 | 536 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 5 862 | 0,00 | 589 | −0,34 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 748 815 | 558,27 | 75 398 | 558,44 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 69 484 | 54,68 | 6 982 | 54,43 | ||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 5 472 | −67,42 | 551 | −67,46 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 370 | −22,35 | 238 | −22,22 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 2 551 | −11,08 | 257 | −11,11 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 28 903 | −44,87 | 2 900 | −44,90 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 39 646 | 32,37 | 3 992 | 32,37 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 717 | 72 | ||||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 28 241 | 49,99 | 2 844 | 50,03 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 2 193 | 1,34 | 221 | 1,38 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 7 488 | −69,13 | 754 | −69,15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 2 553 | 19,58 | 257 | 20,09 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 238 041 | 4,32 | 23 968 | 4,34 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 67 190 | 2,76 | 6 767 | 2,83 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 33 611 | 53,08 | 3 384 | 53,12 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 2 393 | 0,00 | 241 | 0,00 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 19 | −83,48 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 88 931 | 4,98 | 9 | 0,00 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 198 504 | −18,46 | 19 987 | −18,45 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5 552 | −95,96 | 1 | −100,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 71 282 | 20,77 | 7 177 | 20,80 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 264 750 | −20,44 | 26 658 | −20,43 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 83 065 | 626,16 | 8 | 700,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 65 486 | 22,23 | 6 594 | 22,25 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 23 208 | 66,75 | 2 337 | 66,74 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 1 751 | −17,87 | 176 | −17,76 | ||||
| 2025-08-05 | 13F | Marest Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 802 | −84,18 | 282 | −84,18 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 689 | −55,69 | 69 | −55,77 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2 756 | −1,29 | 278 | −1,42 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 25 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Ade, Llc | 55 127 | −6,08 | 5 551 | −6,06 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 29 392 | −80,75 | 2 949 | −80,76 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 645 900 | 41,44 | 65 036 | 41,47 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 15 116 | 196,39 | 1 522 | 196,69 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 15 330 | −0,29 | 1 544 | −0,26 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1 988 | 200 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 527 | −92,95 | 154 | −92,98 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4 901 | 493 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 68 463 | 58,84 | 6 894 | 58,86 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 932 846 | 7,24 | 93 770 | 7,24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 81 438 | −89,18 | 8 200 | −89,18 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 543 714 | 243,93 | 155 437 | 244,01 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 2 065 | 0,00 | 208 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 219 | −5,05 | 223 | −5,11 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19 895 | 14,88 | 2 004 | 14,92 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 275 629 | 26,36 | 27 753 | 26,39 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 12 224 | 12,65 | 1 231 | 12,64 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 103 670 | 10 439 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2 218 | 223 | ||||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 11 143 | 0,49 | 1 122 | 0,45 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1 819 | 21,27 | 183 | 20,53 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 182 | −43,83 | 18 | −43,75 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8 396 686 | 33,50 | 845 463 | 33,52 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Encompass More Asset Management | 15 709 | −36,49 | 1 582 | −36,51 | ||||
| 2025-04-10 | 13F | Spring Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 24 545 | −43,55 | 2 471 | −43,55 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 41 437 | 104,59 | 4 172 | 104,71 | ||||
| 2025-08-14 | 13F | T. Rowe Price Investment Management, Inc. | 519 308 | 101,60 | 52 | 108,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 9 315 | −11,01 | 938 | −11,02 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 2 092 | 0,00 | 211 | 0,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9 623 | 68,41 | 969 | 68,35 | ||||
| 2025-05-09 | 13F | J. Safra Sarasin Holding AG | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Sandhill Capital Partners LLC | 97 081 | 9 775 | ||||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 69 560 | 8,52 | 7 004 | 8,54 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 366 909 | 520,47 | 36 944 | 520,59 | ||||
| 2025-07-16 | 13F | First American Bank | 11 122 | 38,30 | 1 120 | 38,32 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 39 | 4 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 405 882 | 34,52 | 40 868 | 34,55 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 155 510 | 3,47 | 15 609 | 3,49 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 45 591 | −34,81 | 4 591 | −34,80 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 11 780 | 1 186 | ||||||
| 2025-07-21 | 13F | Capital Planning LLC | 30 917 | −32,18 | 3 113 | −32,19 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 43 867 | −1,75 | 4 417 | −1,74 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 50 388 | −6,08 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 870 273 | 14,16 | 87 445 | 14,24 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 43 716 | −2,13 | 4 402 | −2,11 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 24 795 | 2 497 | ||||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 232 835 | −7,39 | 23 444 | −7,37 | ||||
| 2025-05-05 | 13F | Jackson Creek Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 229 | 42,24 | 23 | 43,75 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 3 369 | 5,94 | 339 | 5,94 | ||||
| 2025-08-12 | 13F | Warberg Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 6 471 | −72,64 | 650 | −72,70 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 706 | 272 | ||||||
| 2025-04-11 | 13F | Pinnacle Wealth Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 39 439 | −8,17 | 3 971 | −8,14 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 28 630 | 249,15 | 2 883 | 249,33 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 10 463 | 106,53 | 1 053 | 106,47 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 8 711 | −54,17 | 877 | −54,16 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 8 650 | 0,00 | 871 | 0,00 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 33 665 | 6,17 | 3 390 | 6,17 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 29 065 | −85,68 | 2 927 | −85,63 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1 184 | 119 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 18 542 | −0,64 | 1 867 | −0,64 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 4 606 | −92,31 | 464 | −92,32 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 4 112 | 15,12 | 414 | 15,04 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 40 195 | −36,57 | 4 047 | −36,56 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 312 240 | 44,93 | 31 439 | 44,96 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 5 886 | 593 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 11 434 | 19,22 | 1 151 | 19,27 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 25 237 | −25,67 | 2 541 | −25,66 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 5 669 | 25,98 | 571 | 25,83 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 15 021 | −22,25 | 1 512 | −22,22 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 126 | 270,59 | 13 | 300,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2 099 914 | 54,46 | 211 440 | 54,49 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Semper Augustus Investments Group Llc | 8 128 | −23,32 | 818 | −23,34 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 54 450 | −3,54 | 5 483 | −3,52 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 16 155 | −30,70 | 1 621 | −30,68 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10 652 | 5,29 | 1 073 | 5,30 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 529 734 | 48,36 | 53 212 | 48,30 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3 278 | 13,82 | 330 | 14,19 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 2 528 | 3,14 | 255 | 3,25 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 2 370 040 | 21,95 | 238 639 | 21,97 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 101 | 0,82 | 111 | 0,92 | ||||
| 2025-04-29 | NP | WOAIX - WOA All Asset I Class I | 32 254 | −38,29 | 3 246 | −38,31 | ||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 6 705 | −43,68 | 675 | −43,66 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | ESG Planning | 47 905 | 154,83 | 4 824 | 154,92 | ||||
| 2025-08-27 | NP | ACUSX - Advisors Capital US Dividend Fund | 103 700 | 26,93 | 10 442 | 26,96 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 31 058 | −46,15 | 3 | −40,00 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 75 377 | 54,67 | 7 590 | 54,69 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 12 271 | 412,79 | 1 236 | 414,58 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 3 314 | −21,60 | 334 | −21,65 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 18 957 | 0,57 | 1 909 | 0,58 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 29 808 | 41,89 | 3 001 | 41,96 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 7 589 | −11,25 | 764 | −11,16 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 965 | −13,82 | 399 | −13,82 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 18 850 | 56,60 | 1 898 | 56,73 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 2 721 | −65,21 | 274 | −65,31 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 108 232 | 70,79 | 10 898 | 70,83 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 509 | 102,34 | 253 | 103,23 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 288 010 | −42,83 | 29 000 | −42,82 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 7 712 | 776 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 562 | 57 | ||||||
| 2025-08-11 | 13F | Strategic Equity Management | 79 021 | 7 957 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 4 347 | 438 | ||||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 700 | 0,00 | 70 | 0,00 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Main Management LLC | 188 618 | 31,52 | 19 | 28,57 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5 114 | 3,52 | 515 | 3,63 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 287 | 1 036 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 26 338 | 2 652 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 44 621 | −4,54 | 4 493 | −4,53 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 20 716 | 9,67 | 2 086 | 9,68 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 6 270 | 631 | ||||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 18 024 | 71,22 | 1 815 | 71,29 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 3 862 | 10,28 | 388 | 9,94 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 145 914 | −0,75 | 14 692 | −0,72 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 641 898 | −5,94 | 64 633 | −5,92 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 759 836 | 26,25 | 76 508 | 26,27 | ||||
| 2025-05-01 | 13F | WESPAC Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 10 183 | 58,64 | 1 025 | 58,67 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 37 750 | 16,03 | 3 801 | 16,06 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 24 983 | −10,19 | 2 516 | −10,18 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 10 019 | 141,83 | 1 009 | 141,73 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 537 | −15,23 | 457 | −15,24 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 053 609 | 33,83 | 106 088 | 33,86 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 293 215 | 223,03 | 29 524 | 223,11 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 105 | −46,67 | 111 | −46,63 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 56 091 | 5 648 | ||||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 26 547 | 2 673 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 8 381 | −91,04 | 844 | −91,04 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 82 407 | 8,66 | 8 298 | 8,68 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 4 400 | 443 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 52 459 | 120,09 | 5 282 | 120,18 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 34 | 3,03 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 10 584 | 0,00 | 1 065 | 0,00 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 2 554 | −43,71 | 257 | −43,64 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 5 144 | 13,50 | 518 | 13,38 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 094 | −0,87 | 815 | −0,85 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 143 015 | 708,77 | 14 400 | 708,99 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 2 105 | −88,40 | 212 | −88,44 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 2 057 | 0,00 | 207 | 0,00 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 2 293 | 0,00 | 231 | 0,00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 18 904 | 16,05 | 1 903 | 16,11 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 537 977 | −3,96 | 54 169 | −3,94 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 18 769 | 278,03 | 1 890 | 278,56 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 314 162 | −2,16 | 31 633 | −2,14 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 2 772 | −9,44 | 279 | −9,45 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14 371 | 18,51 | 1 447 | 18,61 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 116 132 | −1,13 | 11 693 | −1,11 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 2 506 | −48,87 | 252 | −49,09 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 46 161 | −8,86 | 4 648 | −8,86 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 222 | 22 | ||||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | CPR Investments Inc. | 11 074 | −37,74 | 1 115 | −37,71 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 54 325 | −35,26 | 5 470 | −35,26 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 2 000 | 201 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 119 120 | 6,88 | 11 994 | 6,90 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 9 092 | −0,60 | 915 | −0,54 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 2 490 | 251 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 376 | 0,80 | 38 | 0,00 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 33 208 | 24,48 | 3 343 | 24,47 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 3 880 | 2,70 | 391 | 2,63 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5 870 | 15,67 | 1 | |||||
| 2025-08-13 | 13F | Farnam Financial LLC | 139 023 | −2,62 | 13 998 | −2,60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 781 074 | 29,63 | 179 336 | 29,66 | ||||
| 2025-08-28 | NP | SAMT - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 43 574 | 4 387 | ||||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 282 901 | 22,33 | 28 484 | 22,34 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 100 059 | 23,07 | 10 075 | 23,09 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 14 758 | 1 486 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 171 | 167,19 | 17 | 183,33 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 15 617 | 56,78 | 1 573 | 56,89 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 8 770 | −12,84 | 883 | −12,75 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 6 636 | −1,12 | 668 | −1,04 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 63 755 | −7,34 | 6 419 | −7,32 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 3 386 | 82,44 | 341 | 82,80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 446 099 | −3,20 | 145 608 | −3,18 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 13 747 | 123,46 | 1 384 | 123,59 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1 210 980 | −18,37 | 121 934 | −18,35 | ||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 43 416 | 7,47 | 4 372 | 7,47 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 24 343 | 79,77 | 2 451 | 79,82 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11 033 | −74,72 | 1 111 | −74,73 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 97 555 | 9 823 | ||||||
| 2025-04-15 | 13F | Members Wealth Llc | 61 595 | 22,25 | 6 201 | 22,53 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F/A | Transatlantique Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 2 491 | 251 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 112 084 | 132,46 | 11 253 | 130,31 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2 200 | 0,00 | 222 | 0,00 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3 195 | 322 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 31 092 | 21,90 | 3 131 | 21,93 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 116 | 0,00 | 12 | 0,00 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 88 857 | 49,28 | 8 947 | 49,32 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 10 700 | −7,72 | 1 077 | −7,71 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 4 621 | 40,88 | 465 | 40,91 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 25 449 | 60,49 | 2 563 | 60,53 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3 264 | 28,30 | 329 | 28,13 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 23 380 | 54,33 | 2 354 | 54,36 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 220 261 | 22 178 | ||||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 19 473 | 43,94 | 1 961 | 44,01 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 994 | −77,84 | 604 | −77,86 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 2 622 | 264 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 389 | −91,03 | 643 | −91,03 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 21 938 | 218,50 | 2 209 | 218,61 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 8 909 | −1,00 | 894 | −1,00 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 61 135 | −17,19 | 6 158 | −17,14 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 630 981 | 15,49 | 63 533 | 15,89 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 3 071 | −5,77 | 309 | −5,21 | ||||
| 2025-08-01 | 13F | First Pacific Advisors, LP | 48 123 | 15,08 | 4 846 | 15,11 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 29 585 | −17,73 | 2 979 | −17,73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 280 796 | 17,68 | 28 273 | 17,70 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 30 648 | −14,56 | 3 086 | −14,57 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 134 506 | 18,21 | 13 543 | 18,24 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 9 339 | 26,24 | 940 | 26,34 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 194 639 | −58,59 | 19 598 | −58,58 | ||||
| 2025-08-08 | 13F | Creative Planning | 425 774 | −8,14 | 42 871 | −8,12 | ||||
| 2025-04-15 | 13F | Collier Financial | 18 319 | 67,94 | 1 844 | 68,56 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 234 | 25,56 | 426 | 25,66 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1 150 | −13,02 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 51 532 | 29,38 | 5 189 | 29,44 | ||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 13 | 0,00 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Scratch Capital Llc | 48 743 | 14,89 | 4 908 | 14,92 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 12 184 | 1 227 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 69 979 | 58,09 | 7 046 | 58,12 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 83 910 | 104,98 | 8 431 | 104,64 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 181 168 | −4,20 | 18 224 | −4,03 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 3 382 | 36,15 | 341 | 36,00 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 10 114 | 107,08 | 1 015 | 107,14 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 1 994 | 0,00 | 201 | 0,00 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 4 652 | 1,86 | 468 | 1,96 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 14 550 | 67,24 | 1 465 | 67,43 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 140 412 | 6 376,57 | 14 138 | 6 385,32 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 205 536 | 3,16 | 20 695 | 3,19 | ||||
| 2025-07-18 | 13F | Montgomery Investment Management Inc | 87 500 | 90,13 | 8 810 | 90,20 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 12 533 | −1,63 | 1 262 | −1,64 | ||||
| 2025-04-16 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 68 127 | −10,11 | 6 860 | −10,10 | ||||
| 2025-04-22 | 13F | VanWeelden Wealth Management, LLC | 60 761 | 18,06 | 6 117 | 18,48 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 9 081 | 172,87 | 914 | 172,84 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 118 463 | 18,55 | 11 928 | 18,58 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 17 245 | 13,80 | 1 736 | 13,84 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 20 550 | −5,45 | 2 069 | −5,40 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 626 | 396,83 | 63 | 425,00 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4 505 | −7,11 | 454 | −7,17 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 2 224 | 224 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 25 251 | 19,13 | 2 542 | 19,17 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1 018 869 | 4,06 | 103 | 4,08 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 11 702 | 197,08 | 1 178 | 197,47 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 121 218 | −68,82 | 12 205 | −68,82 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 31 952 | −74,94 | 3 217 | −74,94 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 279 996 | 16,89 | 28 193 | 16,91 | ||||
| 2025-04-14 | 13F | CJM Wealth Advisers, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 264 | −1,09 | 329 | −1,20 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 34 235 | 23,90 | 3 447 | 23,95 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 233 829 | −49,23 | 23 544 | −49,22 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 2 236 | −95,14 | 225 | −95,14 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 119 483 | 74,87 | 12 031 | 74,91 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 147 790 | 4,70 | 14 881 | 4,73 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3 800 | 383 | |||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 70 323 | −9,43 | 7 081 | −9,42 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 172 906 | 23,77 | 17 410 | 23,79 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 4 277 | 0,00 | 431 | 0,23 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 79 748 | −31,43 | 8 030 | −31,42 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 11 875 | −36,83 | 1 196 | −36,84 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 73 661 | −50,12 | 7 417 | −50,12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 61 960 | −20,36 | 6 239 | −20,33 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 318 | −42,59 | 334 | −42,51 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 27 121 | 6,57 | 2 731 | 136 400,00 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 79 966 | 8 052 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 21 484 | 30,31 | 2 163 | 30,38 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 29 240 | 46,45 | 2 944 | 46,47 | ||||
| 2025-04-10 | 13F | Peak Financial Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Sun Life Financial Inc | 256 050 | 26 | ||||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 5 653 | 0,00 | 569 | 0,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 108 925 | 7,74 | 10 968 | 7,76 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 178 794 | 463,25 | 18 003 | 463,44 | ||||
| 2025-08-13 | 13F | Polen Capital Management Llc | 4 972 | −78,66 | 501 | −78,68 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 3 386 | 341 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 724 497 | −27,15 | 479 696 | −13,74 | ||||
| 2025-05-06 | 13F | Opes Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 3 287 | 41,38 | 331 | 41,03 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 4 774 | 481 | ||||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 4 992 | −27,13 | 503 | −27,14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 200 365 | 4,80 | 20 175 | 4,82 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 252 770 | 70,11 | 25 451 | 70,14 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5 575 | 0,90 | 561 | 0,90 | ||||
| 2025-05-09 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19 784 | 332,82 | 1 992 | 333,04 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 601 611 | −0,03 | 60 564 | 0,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 017 | 131,58 | 707 | 131,48 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 49 053 | 17,62 | 4 939 | 17,65 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 103 689 | −23,01 | 10 440 | −23,00 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1 735 | −90,06 | 175 | −90,10 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 945 | −1,77 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 393 846 | 13,88 | 39 656 | 13,90 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 17 865 | −2,62 | 1 799 | −2,60 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 1 | −98,68 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 34 189 | −18,57 | 3 442 | −18,55 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 22 886 | 2 304 | ||||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 5 326 | 0,00 | 536 | 0,00 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 58 829 | 5 923 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 18 649 | −25,18 | 1 878 | −25,19 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 262 451 | −82,91 | 26 426 | −82,91 | ||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | CRTBX - Conquer Risk Tactical Rotation Fund | 484 717 | 48 806 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 7 188 | 0,00 | 724 | 0,00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 9 063 | 126,35 | 913 | 126,30 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 10 237 | 1 031 | ||||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 30 643 | 441,01 | 3 085 | 441,23 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 8 314 | 0,89 | 837 | 0,97 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 10 943 | 8,85 | 1 102 | 8,79 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 21 857 | 53,39 | 2 201 | 53,42 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 395 173 | −49,45 | 39 790 | −49,44 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 13 220 | −24,84 | 1 331 | −24,80 | ||||
| 2025-04-15 | 13F | Columbia Advisory Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14 382 | 600,54 | 1 448 | 602,91 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 357 194 | 50,88 | 136 656 | 50,91 | ||||
| 2025-08-14 | 13F | Punch Card Management L.P. | 566 000 | −2,60 | 56 991 | −2,58 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 518 | 0,00 | 52 | 0,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 145 540 | −4,47 | 14 654 | −4,45 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 34 569 | 3 481 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 14 548 | −11,98 | 1 465 | −11,97 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 12 686 | −11,76 | 1 277 | −11,75 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 1 185 882 | 90,91 | 119 406 | 90,95 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 090 | 7,57 | 1 016 | 7,52 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 6 862 | 691 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 26 780 | 35,40 | 2 696 | 35,41 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 1 000 | 0,00 | 101 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 84 235 | 3,91 | 8 482 | 3,93 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4 482 | 450 | ||||||
| 2025-07-09 | 13F | Emprise Bank | 89 704 | −19,07 | 9 032 | −19,05 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 241 423 | 5,48 | 24 309 | 5,50 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 210 738 | −0,13 | 21 221 | −0,11 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 16 486 | −7,15 | 1 660 | −7,16 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3 705 | 22,32 | 373 | 22,70 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 20 016 | 12,18 | 2 015 | 12,19 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 420 | −66,07 | 42 | −66,13 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 290 | 0,00 | 29 | 0,00 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 379 998 | −9,92 | 38 262 | −9,90 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 46 846 | −0,36 | 4 743 | 0,19 | ||||
| 2025-08-11 | 13F | Wittenberg Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 742 000 | 7,89 | 74 712 | 7,91 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 608 670 | 13,20 | 61 287 | 13,22 | ||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 503 025 | −21,03 | 50 640 | −20,76 | ||||
| 2025-07-07 | 13F | M & L Capital Management Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 236 059 | −0,09 | 23 769 | −0,01 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 118 | 0,00 | 12 | 0,00 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 5 977 | −2,03 | 602 | −2,12 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 916 274 | −55,51 | 92 260 | −55,51 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 7 431 | −40,81 | 748 | −40,78 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 6 036 | 1,00 | 606 | 0,67 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4 828 | 10,08 | 486 | 10,20 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 3 741 | 1,11 | 377 | 1,08 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 10 766 | 4,47 | 1 084 | 4,53 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 16 | 2 | ||||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 9 355 | 42,02 | 942 | 41,93 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 66 769 | 7,28 | 6 723 | 7,29 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 99 418 | −0,37 | 10 010 | −0,35 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 54 | 0,00 | 5 | 0,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 508 187 | 51 169 | ||||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 3 900 | 0,00 | 393 | 0,00 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 41 737 | 11,00 | 4 203 | 11,02 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 545 788 | 249,48 | 156 | 252,27 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 28 412 | 3,77 | 2 861 | 3,77 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 21 927 | 16,48 | 2 208 | 16,46 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Five Oceans Advisors | 190 201 | 0,84 | 19 151 | 0,86 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 18 485 | 56,76 | 1 861 | 56,78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 409 829 | 19,92 | 41 | 20,59 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 55 878 | 309,33 | 5 626 | 309,46 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 698 | 70 | ||||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 25 959 | 221,55 | 2 655 | 226,97 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 11 229 | −5,18 | 1 131 | −5,20 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 154 346 | 2,00 | 15 542 | 2,02 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 112 158 | 11 293 | ||||||
| 2025-05-15 | 13F | Value Aligned Research Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 392 | 0,00 | 39 | 0,00 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 175 110 | 914,60 | 17 627 | 915,91 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 3 637 | 0,00 | 366 | 0,00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 23 127 | 272,96 | 2 329 | |||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 63 541 | 28,88 | 6 398 | 28,89 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10 137 | −72,92 | 1 021 | −72,89 | ||||
| 2025-08-04 | 13F | Balentine LLC | 1 009 163 | 12,40 | 101 613 | 12,42 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15 571 | −89,72 | 1 568 | −89,72 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 12 724 | 22,39 | 1 281 | 22,47 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 13 047 | 0,00 | 1 309 | −0,30 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 3 920 | −0,13 | 395 | −0,25 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 71 355 | 10,12 | 7 191 | 10,26 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 90 808 | 8,29 | 9 143 | 8,32 | ||||
| 2025-07-17 | 13F | Klein Pavlis & Peasley Financial, Inc. | 144 996 | 114,58 | 14 600 | 115,32 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 1 260 139 | 17,47 | 126 883 | 17,49 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 4 160 | 27,45 | 419 | 27,36 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 12 505 | 221,71 | 1 259 | 221,99 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 7 053 | 1,07 | 710 | 1,14 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 58 426 | 4,30 | 5 883 | 4,31 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 12 567 | −4,02 | 1 265 | −4,02 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 16 398 | 0,00 | 1 651 | 0,06 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 70 880 | 100,33 | 7 137 | 100,39 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 93 | 0,00 | 9 | 0,00 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 18 321 | 1 845 | ||||||
| 2025-07-28 | 13F | Tlwm | 484 569 | 48 791 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 450 | −6,52 | 548 | −6,50 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 133 | 0 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 15 881 | −34,15 | 1 594 | −34,16 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 130 453 | 111,27 | 13 135 | 111,31 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2 971 | 299 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 9 588 | 5,70 | 966 | 5,70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 263 078 | 154,93 | 26 497 | 155,07 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 18 997 | −28,30 | 1 913 | −28,31 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 6 843 | −9,53 | 689 | −9,46 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 807 | 1,00 | 81 | 1,25 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 14 655 | 1 476 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 103 788 | 4,50 | 10 450 | 4,52 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 23 205 | 27,42 | 2 337 | 27,44 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 17 870 | 1,61 | 1 799 | 1,64 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 052 | −3,20 | 609 | −3,18 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 40 060 | −13,21 | 4 034 | −13,19 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 32 859 | 3 309 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 568 737 | −0,06 | 57 266 | −0,04 | ||||
| 2025-04-08 | 13F | Spartan Planning & Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Cable Car Capital LLC | 3 292 | 1,04 | 331 | 0,91 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 2 655 | −33,32 | 267 | −33,25 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 25 366 | −0,80 | 2 554 | −0,78 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 459 228 | −18,21 | 46 240 | −18,20 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 15 774 | 0,84 | 1 588 | 0,89 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 173 840 | −86,46 | 17 504 | −86,46 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 2 318 | −0,64 | 233 | −0,43 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 4 704 | −18,84 | 474 | −18,87 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 750 | 0,00 | 76 | 0,00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 2 468 | 248 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 33 558 | 3 379 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2 000 | 201 | ||||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 3 000 | 36,36 | 302 | 36,65 | ||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 618 125 | −5,36 | 62 239 | −5,34 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 142 686 | −0,92 | 14 364 | 102 500,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 16 675 | 366,43 | 1 679 | 367,69 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 6 974 | 2,85 | 702 | 2,93 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 38 055 | 4,52 | 3 831 | 4,87 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 39 722 | −7,41 | 4 000 | −7,39 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 166 392 | 7,88 | 16 754 | 7,90 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 2 000 | 0,00 | 201 | 0,00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 739 491 | 121,97 | 175 149 | 122,02 | ||||
| 2025-07-23 | 13F | Cornerstone Enterprises, Llc | 165 775 | −10,79 | 16 692 | −10,77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 96 823 | 24,66 | 9 749 | 24,68 | ||||
| 2025-04-14 | 13F | Tanglewood Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 255 164 | −16,59 | 25 692 | −16,58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 125 196 | 79,86 | 213 986 | 79,89 | ||||
| 2025-08-14 | 13F | Clayton Partners LLC | 48 207 | −8,70 | 4 854 | −8,67 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 50 969 | 143,59 | 5 132 | 143,68 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 322 | −5,19 | 234 | −5,28 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 258 059 | −8,92 | 25 984 | −8,91 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 117 214 | 3,68 | 11 800 | 4,04 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 18 925 | 1 906 | ||||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 25 738 | 3,83 | 2 592 | 3,85 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 24 279 | −41,08 | 2 445 | −41,08 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Spg Advisors Llc | 4 346 | 438 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11 319 | 2,76 | 1 140 | 2,80 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 330 983 | 11,40 | 33 327 | 11,42 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 407 137 | −45,46 | 40 995 | −45,45 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 474 431 | 74,54 | 47 770 | 74,58 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 658 303 | 81,80 | 66 284 | 81,84 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 231 055 | −8,23 | 23 265 | −8,21 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 10 746 | −5,00 | 1 082 | −4,92 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 143 694 | 211,94 | 14 469 | 212,01 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 599 | −2,86 | 161 | −2,42 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 10 722 | 0,85 | 1 080 | 1,03 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 95 510 | −2,66 | 9 617 | −2,64 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 062 | 82,73 | 409 | 83,41 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 3 994 | −0,62 | 402 | −0,50 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6 976 | −7,50 | 702 | −7,51 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1 500 | 151 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 518 | 656 | ||||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 327 531 | 5,21 | 32 979 | 5,23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2 489 | 0,00 | 251 | 0,00 | ||||
| 2025-08-13 | 13F | Advisory Research Inc | 78 797 | 7,12 | 7 934 | 7,14 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2 691 | −96,77 | 271 | −96,78 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 147 542 | 143,53 | 14 856 | 143,56 | ||||
| 2025-05-14 | 13F | Consultiva Wealth Management, Corp. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 55 809 | −54,08 | 5 619 | −54,07 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 62 257 | 25,07 | 6 269 | 25,08 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 6 447 | 647 | ||||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 49 980 | 5 033 | ||||||
| 2025-08-26 | 13F | Provident Investment Management, Inc. | 8 378 | −25,85 | 844 | −25,86 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 6 791 | −37,70 | 684 | −37,74 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 459 | −19,48 | 147 | −19,78 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 4 008 | 404 | ||||||
| 2025-08-15 | 13F | WealthCollab, LLC | 7 261 | −5,97 | 731 | −5,92 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 28 295 | 0,87 | 2 849 | 0,92 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 17 182 | −20,28 | 1 730 | −20,24 | ||||
| 2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 3 060 | 308 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 58 584 | −46,92 | 5 893 | −46,96 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 21 753 | −45,96 | 2 190 | −45,95 | ||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 90 144 | 332,39 | 9 077 | 332,60 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 6 103 | 20,78 | 615 | 20,87 | ||||
| 2025-08-14 | 13F | PenderFund Capital Management Ltd. | 3 000 | 302 | ||||||
| 2025-07-07 | 13F | Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sectoral Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 4 753 | 233,31 | 479 | 234,27 | ||||
| 2025-05-01 | 13F | WealthTrust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Arjuna Capital | 550 859 | 13,39 | 55 466 | 13,41 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 80 | 1,27 | 8 | 14,29 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 155 404 | 7,96 | 15 648 | 7,98 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 8 320 | −21,44 | 838 | −21,48 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 273 695 | 17,67 | 28 | 17,39 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 22 874 397 | 10 406,58 | 227 | −98,96 | ||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 55 080 | −44,35 | 5 531 | −44,34 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 13 869 | −96,69 | 1 396 | −96,69 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 6 473 | 0,02 | 652 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 140 007 | 27,29 | 14 097 | 27,31 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7 337 | −11,87 | 739 | −11,93 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 49 675 | −6,71 | 5 002 | −6,70 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 47 453 | −11,51 | 4 778 | −11,49 | ||||
| 2025-08-14 | 13F | Night Owl Capital Management, LLC | 64 241 | 81,42 | 6 468 | 81,48 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 5 575 | −7,55 | 561 | −7,58 | ||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 42 077 | 4 237 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 155 336 | 6,19 | 15 641 | 6,21 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 263 858 | −12,54 | 26 568 | −12,53 | ||||
| 2025-08-26 | NP | Brookfield Real Assets Income Fund Inc. | 70 200 | 0,00 | 7 068 | 0,01 | ||||
| 2025-05-07 | 13F | JSF Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 702 062 | 50,50 | 70 691 | 50,53 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 886 | |||||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 26 060 | −51,16 | 2 624 | −51,16 | ||||
| 2025-08-13 | 13F | Westerkirk Capital Inc. | 67 000 | 6 746 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 7 979 | 65,23 | 803 | 65,23 | ||||
| 2025-08-12 | 13F | NDVR, Inc. | 3 801 | 383 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 6 742 | 679 | ||||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 223 157 | 531,80 | 22 470 | 531,89 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 25 296 | 2 547 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 118 | 0 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 99 359 | 10 004 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 43 071 | −44,92 | 4 337 | −44,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 3 420 | 14,00 | 344 | 13,91 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 20 354 | 69,89 | 2 049 | 69,90 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 225 280 | 11,07 | 22 683 | 11,10 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 546 | −76,59 | 55 | −76,92 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 28 446 | 688,41 | 2 858 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 37 658 | 35,57 | 3 792 | 35,59 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 29 793 | 7,70 | 2 994 | 7,70 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 418 153 | −24,02 | 42 104 | −24,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 437 840 | −25,80 | 44 086 | −25,78 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 5 069 | 510 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 66 626 | 3,59 | 6 709 | 3,61 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 47 615 | 5,09 | 4 794 | 5,11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 298 730 | 8,93 | 30 079 | 8,95 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 114 | 12 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 130 982 | 21,18 | 13 189 | 21,20 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 82 268 | −3,14 | 8 284 | −3,12 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 64 888 | 166,52 | 6 534 | 166,65 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 2 450 | 247 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13 460 | 98,03 | 1 355 | 98,10 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 16 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 2 150 | 0,00 | 216 | 0,00 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 15 855 | 75,68 | 1 596 | 75,77 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 17 642 | 3,39 | 1 776 | 3,44 | ||||
| 2025-08-06 | 13F | Malaga Cove Capital, LLC | 59 888 | 6 030 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 73 498 | 26,44 | 7 401 | 26,45 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 100 | 10,45 | 1 218 | 10,53 | ||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 36 862 | −40,83 | 3 712 | −40,82 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 491 342 | 21,11 | 250 854 | 21,14 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 44 027 | 0,80 | 4 433 | 1,19 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 1 400 | 0,00 | 141 | 0,00 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5 121 | 0,00 | 516 | 0,00 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 5 843 | −0,12 | 588 | 0,00 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 38 653 | −6,22 | 3 892 | −6,22 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 68 390 | 63,67 | 6 886 | 63,72 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 112 | −54,66 | 0 | |||||
| 2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 65 736 | −42,13 | 6 619 | −42,13 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 117 994 | 34,77 | 11 870 | 35,11 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 5 837 | 87,81 | 586 | 88,42 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 523 | 0,00 | 53 | 0,00 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3 744 | 377 | ||||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 213 689 | 4,39 | 21 516 | 4,42 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 073 | −87,10 | 208 | −87,14 | ||||
| 2025-05-06 | 13F | WorthPointe, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 12 823 | 84,64 | 1 291 | 84,69 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 41 661 | −21,01 | 4 165 | −21,01 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 313 701 | 28,40 | 232 989 | 28,42 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6 929 | −6,92 | 698 | −6,69 |
