Grundläggande statistik
| Institutionella ägare | 491 total, 491 long only, 0 short only, 0 long/short - change of 3,14% MRQ |
| Genomsnittlig portföljallokering | 0.3518 % - change of 0,42% MRQ |
| Institutionella aktier (lång) | 24 416 851 (ex 13D/G) - change of −2,51MM shares −9,34% MRQ |
| Institutionellt värde (lång) | $ 2 102 123 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF (US:SLYG) har 491 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 24,416,851 aktier. Största aktieägare inkluderar LPL Financial LLC, Bank Of America Corp /de/, Financial Engines Advisors L.L.C., Ameriprise Financial Inc, Morgan Stanley, NorthRock Partners, LLC, Diversified Enterprises, LLC, Rodgers & Associates, LTD, Wells Fargo & Company/mn, and HighTower Advisors, LLC .
SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF (ARCA:SLYG) 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 8, 2025 is 94,25 / share. Previously, on September 9, 2024, the share price was 87,34 / share. This represents an increase of 7,91% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Burney Co/ | 13 969 | −28,99 | 1 240 | −24,08 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 3 205 | 284 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5 137 | −1,98 | 456 | 4,60 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 6 469 | −0,86 | 537 | −9,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2 310 | −14,22 | 205 | −8,07 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 22 163 | −2,12 | 2 010 | 6,92 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2 648 | −16,23 | 235 | −10,31 | ||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 728 | 0,00 | 65 | 6,67 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 16 394 | −26,65 | 1 455 | −21,56 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 601 | −0,12 | 231 | 6,48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14 186 | 1,66 | 1 259 | 8,72 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 3 652 | −0,79 | 324 | 6,23 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 84 129 | 791,57 | 7 467 | 853,51 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 153 932 | 6,06 | 13 661 | 13,41 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12 799 | −96,03 | 1 136 | −95,76 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 2 805 | 0,00 | 249 | 16,43 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 38 452 | −38,21 | 3 413 | −33,93 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6 383 | 0,00 | 566 | 6,99 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 21 874 | 1,47 | 1 941 | 8,50 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 322 | 0,00 | 29 | 7,69 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 998 | −4,22 | 532 | 2,50 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 271 280 | −24,70 | 24 076 | −19,48 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 3 401 | 302 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 181 | 3,43 | 16 | 14,29 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 368 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 748 | 285,57 | 66 | 312,50 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 59 895 | −47,43 | 5 316 | −43,80 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3 851 | 4,00 | 342 | 11,07 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 65 | −13,33 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 3 491 | 2 585,38 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5 109 | 14,19 | 453 | 25,48 | ||||
| 2025-08-29 | NP | CGHIX - Timber Point Global Allocations Fund Institutional Class Shares | 5 000 | 0,00 | 444 | 6,75 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3 744 | 0,00 | 332 | 7,10 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 888 | −63,65 | 79 | −61,39 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 16 514 | −8,19 | 1 466 | −1,81 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 3 432 | 305 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8 028 | −60,49 | 713 | −57,77 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 77 469 | 6,09 | 6 875 | 13,45 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 32 | 0,00 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 169 | 15,72 | 725 | 23,76 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 3 200 | 284 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 635 | 20,95 | 56 | 30,23 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2 265 | −9,15 | 201 | −2,43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 73 934 | 230,48 | 6 562 | 253,50 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 3 299 | 0,18 | 293 | 6,96 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 3 000 | 0,00 | 266 | 6,83 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 77 643 | 16,87 | 6 891 | 24,95 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 7 354 | 16,34 | 653 | 24,43 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 30 | 0,00 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 030 | −7,53 | 358 | −1,11 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 89 865 | 2,80 | 7 976 | 9,92 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 285 044 | 5,07 | 25 298 | 12,35 | ||||
| 2025-05-09 | 13F | PrairieView Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 34 759 | 1,15 | 3 085 | 8,13 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 4 909 | −8,69 | 436 | −2,47 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 24 | 50,00 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2 673 | −1,07 | 237 | 5,80 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 204 846 | 14,01 | 18 180 | 21,92 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 47 411 | 3,06 | 4 208 | 10,19 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 046 | 892 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 286 918 | 0,12 | 25 463 | 7,02 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 91 | 8 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | 0,00 | 27 | 8,33 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 26 083 | 32 101,23 | 2 315 | 38 466,67 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 12 936 | −9,15 | 1 148 | −2,79 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 10 160 | 11,73 | 910 | 20,56 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 597 | 0,00 | 142 | 6,82 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 5 448 | −1,80 | 484 | 5,00 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 62 246 | −2,73 | 5 524 | 4,01 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 128 | −59,62 | 11 | −57,69 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 19 501 | −33,11 | 1 731 | −28,48 | ||||
| 2025-08-01 | 13F | First National Trust Co | 180 109 | 6,41 | 15 985 | 13,78 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 29 029 | 2 576 | ||||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 3 488 | 310 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26 599 | −4,30 | 2 361 | 2,34 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3 649 | 48,88 | 324 | 59,11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8 185 | 18,16 | 726 | 26,48 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 3 801 | 0,00 | 337 | 6,98 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 67 727 | 11,68 | 6 011 | 19,41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 307 958 | 33,55 | 27 331 | 42,80 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 651 | 0,00 | 58 | 5,56 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 2 294 | 204 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 183 | 0,00 | 16 | −5,88 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 2 875 | 0,28 | 255 | 7,59 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 4 580 | 0,00 | 406 | 6,84 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 74 723 | 6 632 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 130 841 | 0,88 | 11 207 | 10,93 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 55 728 | 5,95 | 4 946 | 13,29 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 10 930 | −24,95 | 970 | −19,70 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 2 367 | 210 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 13 754 | 30,49 | 1 221 | 39,59 | ||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 33 249 | 68,52 | 2 683 | 44,87 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 162 | −13,13 | 547 | −7,46 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 854 | 1,39 | 342 | 8,57 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 2 354 | −11,24 | 209 | −5,45 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 141 086 | −23,82 | 12 521 | −18,54 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 19 065 | 2,82 | 1 692 | 10,01 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 498 | 754 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 226 | 0,00 | 20 | 11,11 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 2 286 | −7,64 | 203 | −1,46 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 358 | 209 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 132 | 0,00 | 12 | 10,00 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 113 208 | 12,97 | 10 097 | 21,40 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 43 516 | −5,10 | 3 862 | 1,50 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 116 | 10 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 22 723 | 8,56 | 2 017 | 16,06 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 2 438 | −19,59 | 218 | −13,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 53 019 | 1,93 | 4 705 | 8,99 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15 787 | 0,00 | 1 401 | 6,95 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 50 558 | 4 487 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 080 | 0,00 | 96 | 6,74 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 604 | −25,87 | 320 | −20,84 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 64 931 | 11,46 | 5 763 | 19,17 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16 265 | −3,35 | 1 443 | 4,34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 243 460 | −6,73 | 22 | 0,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 528 | 0,19 | 47 | 6,98 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 6 237 | 2,63 | 518 | −5,83 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 21 162 | −0,48 | 1 878 | 6,46 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 9 329 | −10,95 | 828 | −4,83 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 183 | 105 | ||||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 20 | 2 | ||||||
| 2025-08-11 | 13F | Aviso Wealth Management | 2 610 | 232 | ||||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 32 028 | 550,05 | 2 842 | 596,57 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 19 375 | 9,14 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 220 | 0,00 | 20 | 5,56 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 2 311 | 205 | ||||||
| 2025-04-09 | 13F | Fiduciary Alliance LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 60 301 | 12,24 | 5 352 | 20,00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 32 051 | −14,88 | 2 845 | −8,99 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 256 | 0,39 | 23 | 4,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 164 126 | 11,01 | 14 566 | 18,70 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 48 860 | 24,90 | 4 336 | 33,58 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 4 198 | 2,52 | 373 | 9,73 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 45 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 593 | 1,19 | 53 | 8,33 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 73 280 | 4,82 | 6 644 | 21,84 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 47 248 | 12,74 | 4 193 | 20,56 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 18 007 | −3,53 | 1 495 | −11,39 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 659 | −48,63 | 429 | −41,85 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2 657 | 0,00 | 236 | 6,82 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 154 | −89,25 | 191 | −88,51 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5 820 | 0,29 | 517 | 7,28 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 193 | 157,33 | 17 | 183,33 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 18 004 | 29,88 | 1 598 | 38,87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 29 335 | 42,26 | 2 603 | 52,13 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 18 571 | −1,96 | 1 648 | 4,83 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1 902 | 3,03 | 169 | 9,80 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 14 200 | 610,00 | 1 260 | 659,04 | |||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3 140 | 30,07 | 279 | 39,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20 375 | 445,08 | 1 808 | 483,23 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 17 732 | −4,59 | 1 574 | 2,01 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 365 093 | 4,30 | 32 402 | 11,53 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4 032 | −10,68 | 358 | −4,55 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 6 216 | 0,55 | 552 | 7,41 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5 600 | 497 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 19 729 | 3,75 | 1 763 | 176 100,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 336 | 30 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 38 500 | −6,56 | 3 417 | −0,12 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 5 444 | 0,24 | 483 | 7,33 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 223 | 0,00 | 20 | 5,56 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 650 | −10,71 | 768 | −4,60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 130 792 | −4,78 | 11 592 | 2,67 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 0 | 0 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 768 | 246 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6 868 | 36,92 | 610 | 46,39 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 14 650 | −5,40 | 1 300 | 1,17 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 184 | 6,19 | 105 | 14,13 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 32 275 | −4,74 | 2 865 | 1,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 228 | 0,00 | 20 | 11,11 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 242 | 21 | ||||||
| 2025-07-28 | 13F | Diversified Investment Strategies, LLC | 6 039 | −1,55 | 536 | 5,11 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 330 107 | 2,08 | 29 297 | 9,15 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 18 483 | 71,06 | 1 640 | 83,04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 83 359 | 5,40 | 7 576 | 15,40 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 50 382 | −4,71 | 4 471 | 1,89 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 100 | 0,00 | 9 | 0,00 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 1 200 | 106 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 40 356 | 3 582 | ||||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 10 037 | 6,07 | 891 | 13,38 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 124 227 | −38,28 | 11 025 | −34,01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 14 042 | −0,47 | 1 246 | 6,50 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 31 | 3 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 17 328 | −3,49 | 1 538 | 3,15 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 558 | 12,67 | 316 | 20,23 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 219 | −68,18 | 204 | −63,96 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 699 | 243 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8 528 | −0,16 | 757 | 6,78 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 777 | 11,81 | 601 | 19,48 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 536 | 4,63 | 136 | 12,40 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 3 799 | 337 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 52 395 | 0,61 | 4 650 | 7,59 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 17 689 | 2,88 | 1 596 | 13,93 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 3 857 | 1,66 | 342 | 8,92 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 931 | −2,37 | 260 | 4,42 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 26 568 | −0,70 | 2 358 | 6,17 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 4 076 | 0,00 | 362 | 6,80 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 2 418 | −60,73 | 215 | −58,12 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 16 430 | 9,21 | 1 458 | 16,83 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 2 660 | −40,37 | 236 | −36,22 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 191 830 | −17,85 | 17 025 | −12,15 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 2 988 | 0,07 | 265 | 7,29 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 2 288 | 203 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 59 265 | −18,10 | 5 260 | −12,44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 908 | 14,65 | 81 | 23,08 | ||||
| 2025-04-21 | 13F | Aspiriant, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 45 259 | −13,88 | 4 017 | −7,91 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 93 132 | 3,28 | 8 266 | 10,44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 201 466 | 26,03 | 17 880 | 34,76 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 107 602 | −9,85 | 9 550 | −3,60 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 709 | −10,44 | 418 | −4,36 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 96 | 0,00 | 9 | 14,29 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5 802 | 5,45 | 515 | 12,72 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 74 347 | 4,66 | 6 598 | 11,91 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 501 | 222 | ||||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 118 | 0,00 | 11 | 11,11 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 235 | 17,50 | 21 | 31,25 | ||||
| 2025-05-14 | 13F | Asset Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 4 880 | 433 | ||||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 7 067 | 0,17 | 641 | 17,65 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 133 | −14,74 | 12 | −8,33 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 640 | 234 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 93 | 0,00 | 8 | 14,29 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2 169 | 0,28 | 193 | 7,26 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 869 | 0,10 | 343 | 7,19 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67 598 | −11,54 | 6 | −16,67 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 780 | 0,00 | 158 | 6,80 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 763 | 68 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 67 564 | 5 997 | ||||||
| 2025-04-22 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 247 628 | 9,36 | 21 977 | 16,93 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 32 207 | 2,57 | 2 858 | 9,67 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 23 117 | −3,52 | 2 052 | 3,17 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 20 509 | 1 820 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 53 | 0,00 | 5 | 0,00 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 8 603 | 0,00 | 764 | 6,86 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 10 | −37,50 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 658 | 147 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 482 | 0,00 | 43 | 5,00 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 96 775 | −7,22 | 8 589 | −0,80 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7 994 | −0,34 | 709 | 6,62 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 304 235 | 19,64 | 27 001 | 27,93 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5 858 | −0,78 | 520 | 5,92 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 27 770 | −18,22 | 2 465 | −12,56 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 28 560 | 215,09 | 3 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 19 792 | 8 775,34 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 100 | 0,00 | 9 | 0,00 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 18 118 | −1,25 | 1 608 | 5,58 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30 162 | −15,09 | 2 677 | −9,23 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 118 | 0,00 | 10 | 11,11 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 20 158 | 42,69 | 1 789 | 40,20 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Legacy Trust | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 321 | 5,03 | 295 | 12,21 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7 632 | −1,56 | 677 | 5,29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 20 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 18 864 | 21,95 | 1 674 | 30,48 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 2 335 | 207 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 296 | −75,50 | 26 | −74,00 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 59 996 | 28,89 | 5 325 | 26,61 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 212 | 0,00 | 19 | 5,88 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 894 | 1,13 | 79 | 8,22 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 4 093 | −98,44 | 363 | −98,34 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 120 797 | −47,37 | 10 721 | −43,72 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 6 122 | 2,29 | 1 | |||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 18 824 | −0,27 | 1 671 | 6,64 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 9 196 | 816 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 3 343 | 7,01 | 297 | 14,29 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13 280 | −0,02 | 1 179 | 6,90 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 80 534 | −35,81 | 7 147 | −31,36 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 835 | 74 | ||||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 82 080 | 62,79 | 7 285 | 74,09 | ||||
| 2025-04-23 | 13F | Systelligence, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oak Root LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 375 | −10,19 | 300 | −3,86 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 716 965 | −1,77 | 63 631 | 5,03 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1 835 | −38,77 | 0 | |||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 310 | −45,44 | 919 | −41,39 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 9 351 | 0,63 | 830 | 7,52 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 806 | −18,40 | 897 | −25,08 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9 968 | −29,94 | 885 | −28,01 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 761 | −4,71 | 334 | 5,05 | ||||
| 2025-08-13 | 13F | ESG Planning | 2 433 | 216 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 24 075 | −8,03 | 2 137 | −1,66 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 14 121 | 0,39 | 1 172 | −11,21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 66 153 | 40,28 | 5 871 | 50,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7 182 | 81,09 | 637 | 93,62 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 28 870 | −5,62 | 2 562 | 0,95 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 296 | 0,00 | 26 | 8,33 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 11 227 | 7,68 | 996 | 15,14 | ||||
| 2025-07-16 | 13F | Jentner Corp | 2 548 | 226 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 439 | 54,94 | 838 | 65,74 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32 188 | 2,41 | 2 857 | 9,51 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 2 348 | 208 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 69 | 6 | ||||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 307 624 | 3,16 | 116 052 | 10,31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 090 | 21,89 | 274 | 30,48 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 14 241 | 14,51 | 1 185 | 14,83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10 044 | −7,05 | 891 | −0,56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 060 | −4,94 | 1 780 | 1,66 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 14 780 | −7,42 | 1 312 | −1,06 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 171 586 | 4,25 | 15 228 | 11,47 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 3 103 | −26,68 | 275 | −21,65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 188 979 | 58,98 | 17 | 77,78 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 20 967 | 52,39 | 1 861 | 62,87 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 40 890 | 4,51 | 3 629 | 11,73 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 125 | 0,00 | 11 | 10,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 437 | 3,21 | 1 193 | 10,37 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 17 596 | 1 562 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 51 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 462 | 0,00 | 41 | 7,89 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 38 097 | −6,85 | 3 381 | −0,38 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 113 899 | 19,86 | 10 108 | 28,11 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 26 789 | 4,92 | 2 378 | 12,18 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 300 | 0,00 | 25 | −11,11 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 97 806 | 6,71 | 8 680 | 14,11 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 347 | 0,00 | 120 | 7,21 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 440 | 0,00 | 37 | −7,69 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 4 981 | −14,80 | 442 | −8,87 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 80 | 0,00 | 7 | 16,67 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 7 030 | −2,86 | 1 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 961 | 0,00 | 85 | 7,59 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 5 107 | 24,74 | 453 | 33,63 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 206 710 | 19,32 | 18 346 | 27,59 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 999 347 | 1,51 | 88 627 | 8,58 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 27 299 | 2 423 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4 871 | −0,55 | 432 | 6,40 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 71 171 | 1,91 | 6 316 | 8,97 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 12 547 | −1,17 | 1 114 | 5,70 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 6 698 | 594 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 139 | 0,00 | 12 | 9,09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 392 | −19,35 | 390 | −13,94 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 4 138 | 367 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 184 | 0,00 | 16 | 6,67 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 14 012 | 3,69 | 1 244 | 10,88 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 19 806 | 30,38 | 1 758 | 39,44 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 81 009 | −3,76 | 7 190 | 2,91 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 350 | 0,00 | 31 | 6,90 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 67 245 | 107,02 | 5 968 | 121,36 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 246 | 0,00 | 22 | 5,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 787 | −27,60 | 70 | −23,33 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 907 | 0,59 | 1 146 | 7,61 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 44 847 | 8,80 | 3 980 | 16,34 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 7 064 | −2,50 | 627 | 4,16 | ||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 4 000 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 55 051 | −4,90 | 4 886 | 1,69 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 34 839 | 14,17 | 3 092 | 22,08 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 3 223 | 0,00 | 268 | −8,25 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 3 432 | 305 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 11 136 | −1,43 | 988 | 10,76 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 9 939 | 24,07 | 882 | 32,83 | ||||
| 2025-07-17 | 13F | KWB Wealth | 174 467 | −8,81 | 14 481 | −16,23 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 24 210 | 1,92 | 2 149 | 8,98 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 31 606 | 4,17 | 2 805 | 11,40 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14 700 | 21,88 | 1 305 | 30,27 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4 375 | 2,84 | 388 | 9,92 | ||||
| 2025-07-14 | 13F | Friday Financial | 12 385 | −8,83 | 1 099 | −4,18 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 10 489 | −0,16 | 931 | 6,65 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 486 | −1,79 | 487 | 4,97 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 4 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 76 | 7 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6 109 | −41,93 | 542 | −37,92 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 128 | 11 | ||||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3 708 | −0,30 | 329 | 6,82 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 5 180 | 0,00 | 460 | 6,99 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3 092 | 24,83 | 274 | 33,66 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9 816 | −1,54 | 871 | 5,32 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 3 324 | 0,24 | 295 | 7,27 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 396 | 0,17 | 213 | 7,07 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 179 137 | 3,37 | 15 898 | 10,53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17 629 | −3,93 | 1 565 | 2,69 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 6 510 | 3,66 | 578 | 10,75 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 136 | 0,00 | 12 | 9,09 | ||||
| 2025-08-14 | 13F | UBS Group AG | 316 846 | 6,24 | 28 120 | 13,60 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 790 | −0,06 | 159 | 6,76 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 46 189 | 24,33 | 4 | 33,33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 86 082 | 13,25 | 7 800 | 27,39 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 58 039 | 8,79 | 5 151 | 16,33 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 61 | 0,00 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 822 | 0,00 | 162 | 6,62 | ||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 031 | 4,48 | 358 | 11,56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 845 | −2,17 | 607 | 4,66 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 7 975 | −32,10 | 708 | −27,41 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 61 230 | −97,64 | 5 434 | −97,47 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 51 364 | 8,20 | 4 559 | 15,69 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 21 447 | −16,17 | 1 903 | −10,36 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 97 | 0,00 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 21 288 | −5,63 | 1 889 | 0,91 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 140 | 0,00 | 12 | −8,33 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 124 072 | −37,34 | 11 011 | −33,00 | ||||
| 2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 986 | 0,71 | 176 | −1,12 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 8 080 | −12,02 | 717 | −5,91 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 15 878 | −3,28 | 1 409 | 3,45 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 65 239 | 17,72 | 5 790 | 25,88 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 4 832 | 23,87 | 429 | 32,51 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 65 | 0,00 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 90 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 183 | −72,89 | 16 | −71,43 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26 368 | 8,95 | 2 340 | 16,53 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 2 989 | −3,55 | 265 | 3,11 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 48 721 | 4 324 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 7 460 | 24,15 | 662 | 32,93 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 375 499 | 27,46 | 33 326 | 36,29 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4 | 0,00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 136 | 0,00 | 11 | −8,33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 83 | 1,22 | 7 | 16,67 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 17 | 0,00 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 7 592 | 0,00 | 674 | 6,83 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 8 915 | −10,37 | 791 | −4,12 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 4 735 | −6,88 | 420 | −0,47 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 35 037 | 12,29 | 3 205 | 24,09 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 153 | −22,02 | 457 | −16,61 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 12 | 0,00 | 1 | |||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 3 569 | 9,51 | 317 | 17,04 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 10 215 | 909 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4 532 | 5,54 | 404 | 13,48 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 222 368 | −0,75 | 19 735 | 6,13 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 19 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 5 095 | 1,51 | 452 | 8,65 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 5 015 | −5,29 | 445 | 1,37 | ||||
| 2025-08-12 | 13F | Prudential Plc | 1 530 | 6,25 | 136 | 13,45 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 54 440 | −2,43 | 4 832 | 4,34 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 12 424 | 0,26 | 1 103 | 8,25 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 30 | −25,00 | 3 | −33,33 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 24 | 0,00 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 23 670 | 2 101 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 910 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 11 392 | 0,30 | 1 011 | 7,32 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 55 | −24,66 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 344 | 11,32 | 563 | 9,34 | ||||
| 2025-04-25 | 13F | Financial Consulate, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 823 | −83,44 | 251 | −82,32 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5 621 | −2,26 | 499 | 4,40 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 318 280 | 6,76 | 28 247 | 14,16 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 549 | −4,11 | 492 | 2,50 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 3 366 | −21,78 | 299 | −16,53 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 32 253 | −3,07 | 2 863 | 3,66 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 204 | 0,00 | 18 | 12,50 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2 586 | −31,31 | 230 | −26,60 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 131 392 | 8,70 | 11 661 | 16,24 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 3 175 | −1,37 | 282 | 5,24 | ||||
| 2025-05-05 | 13F | Horizon Investment Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 476 985 | 5,23 | 42 332 | 12,53 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 3 131 | 7,78 | 278 | 14,94 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 32 965 | 6,56 | 2 926 | 13,95 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 2 442 | −41,06 | 217 | −37,03 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 416 | 96,21 | 570 | 109,96 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 47 397 | 10,74 | 4 207 | 18,41 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 241 820 | 1,73 | 21 462 | 8,78 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1 658 | 0,00 | 138 | −8,05 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 33 487 | −9,94 | 2 972 | −3,73 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8 524 | −3,14 | 757 | 3,56 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 132 382 | 0,93 | 11 749 | 7,92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 87 400 | 2,74 | 7 757 | 9,86 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 669 084 | 4,69 | 59 381 | 11,94 | ||||
| 2025-07-30 | 13F | Connors Investor Services Inc | 10 255 | −0,44 | 910 | 6,56 | ||||
| 2025-05-02 | 13F | Verdence Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 31 228 | −96,98 | 2 771 | −96,78 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6 039 | 30,15 | 536 | 38,96 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 45 591 | −4,01 | 4 143 | 5,10 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 2 608 | 0,00 | 231 | 6,94 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 104 136 | −1,56 | 9 242 | 5,27 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 3 917 | 4,40 | 348 | 11,58 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 413 898 | 4,10 | 36 733 | 11,31 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 7 386 | −44,77 | 656 | −40,94 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 52 054 | −3,67 | 4 620 | 2,99 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 839 618 | 4,51 | 163 266 | 11,75 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 141 | −34,11 | 13 | −29,41 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 4 556 | 2 611,90 | 404 | 3 007,69 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 6 158 | −0,32 | 547 | 6,64 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 3 284 | −22,42 | 291 | −17,09 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 183 | 0,00 | 16 | 6,67 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 21 371 | 72,58 | 1 897 | 84,62 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 72 713 | 3,03 | 6 453 | 10,18 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 14 492 | −20,51 | 1 286 | −15,00 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 10 908 | −2,40 | 968 | 4,42 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 49 872 | 0,15 | 4 452 | −3,57 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 4 465 | −10,79 | 397 | −4,34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 11 903 | 0,52 | 1 056 | 7,54 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13 847 | 3,33 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 14 180 | −1,21 | 1 258 | 5,63 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 42 421 | 23,15 | 3 765 | 31,69 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 16 517 | −18,82 | 1 489 | −9,04 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 906 | 80 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 9 519 | −5,70 | 845 | 0,84 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 48 759 | 8,44 | 4 327 | 15,94 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 640 | 146 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 79 176 | −6,81 | 7 027 | −0,35 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 50 663 | −1,50 | 4 496 | 5,32 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 8 647 | 12,20 | 781 | 21,84 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5 729 | 12,91 | 508 | 20,67 | ||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 57 837 | 5 133 | ||||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 4 956 | 0,00 | 440 | 6,81 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 4 100 | 364 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7 394 | −0,67 | 656 | 6,32 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 400 | 213 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 32 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 62 973 | 58,45 | 6 | 66,67 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5 035 | −0,22 | 447 | 6,70 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 588 | 52,16 | 762 | 62,82 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 12 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 19 834 | −0,81 | 1 760 | 6,09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 433 162 | 37,15 | 304 693 | 46,65 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 186 | 0,54 | 16 | 6,67 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 56 999 | 8,60 | 5 059 | 16,12 |
