Grundläggande statistik
| Institutionella ägare | 556 total, 556 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Genomsnittlig portföljallokering | 0.3875 % - change of −7,26% MRQ |
| Institutionella aktier (lång) | 30 864 206 (ex 13D/G) - change of −2,04MM shares −6,21% MRQ |
| Institutionellt värde (lång) | $ 2 368 821 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF (US:SLYV) har 556 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 30,864,206 aktier. Största aktieägare inkluderar LPL Financial LLC, Bank Of America Corp /de/, Financial Engines Advisors L.L.C., Cannon Financial Strategists, Inc., Goelzer Investment Management, Inc., NorthRock Partners, LLC, HighTower Advisors, LLC, Ameriprise Financial Inc, Wealth Enhancement Advisory Services, Llc, and Morgan Stanley .
SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF (ARCA:SLYV) 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 88,61 / share. Previously, on September 16, 2024, the share price was 85,75 / share. This represents an increase of 3,34% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 3 443 | −3,20 | 270 | −13,23 | ||||
| 2025-08-05 | 13F | Burney Co/ | 18 422 | −6,69 | 1 469 | −5,04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 6 022 | −12,95 | 480 | −11,44 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 2 677 | 0,00 | 214 | 1,91 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 54 | 0,00 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 565 | 0,00 | 444 | 1,61 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 880 | 230 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 435 | 0,00 | 114 | 1,79 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9 | 0,00 | 1 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 178 | 0,00 | 14 | 7,69 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 3 054 | 0,56 | 244 | 2,10 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 8 931 | −30,04 | 712 | −28,80 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 2 826 | −0,07 | 225 | 1,81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5 903 | 471 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 673 | −22,75 | 213 | −21,40 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 7 435 | −6,30 | 593 | −4,66 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 5 534 | 0,05 | 441 | 1,85 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 500 | −11,03 | 40 | −11,36 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 7 483 | −32,87 | 597 | −31,73 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5 644 | −97,46 | 450 | −97,41 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 12 321 | 0,18 | 983 | 1,87 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 17 566 | 0,11 | 1 401 | 1,89 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 460 | 0,07 | 116 | 1,75 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 6 768 | 1,51 | 540 | 3,26 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 10 404 | −2,42 | 830 | −0,72 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 12 756 | −27,06 | 1 017 | −25,82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 049 | 468,84 | 243 | 478,57 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 52 440 | −3,45 | 4 183 | −1,78 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 478 | 38 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 2 930 | 234 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 020 | −20,46 | 241 | −19,19 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 202 222 | 31,90 | 16 129 | 34,20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 19 709 | −2,27 | 1 572 | −0,57 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 115 | −7,26 | 10 | 12,50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15 253 | 14,30 | 1 217 | 16,25 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 17 609 | 13,37 | 1 381 | 1,92 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4 746 | −2,02 | 343 | −8,04 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 296 | −75,17 | 24 | −75,27 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 56 810 | 3,51 | 4 552 | 5,79 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 37 194 | 6,29 | 2 967 | 8,13 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 809 | 22,76 | 65 | 25,49 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 142 125 | 28,92 | 11 336 | 31,15 | ||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 798 | 96,12 | 781 | 99,74 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 8 140 | 13,61 | 649 | 15,69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 51 | 0,00 | 4 | 33,33 | ||||
| 2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Marietta Investment Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21 118 | 2,40 | 1 684 | 4,21 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 7 698 | 614 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 36 446 | 1,77 | 2 907 | 3,53 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 44 310 | −1,48 | 3 534 | 0,23 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 197 | 415 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 279 097 | −0,53 | 22 261 | 1,20 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 77 046 | −29,12 | 6 145 | −27,89 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25 796 | −4,42 | 2 057 | −2,74 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3 164 | 0 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 22 | 2 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 152 | −20,00 | 12 | −14,29 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 4 478 | 357 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 284 381 | 8,51 | 22 682 | 10,39 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 029 | 53,65 | 880 | 56,41 | ||||
| 2025-08-01 | 13F | First National Trust Co | 198 055 | 4,76 | 15 797 | 6,58 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 18 959 | 6,68 | 1 512 | 8,54 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9 678 | 22,20 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 29 313 | 181,67 | 2 338 | 186,87 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 856 | −22,91 | 308 | −21,68 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 388 | 0,00 | 31 | 0,00 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 147 502 | −8,90 | 11 765 | −7,33 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 8 586 | −14,74 | 685 | −13,31 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 46 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 2 356 | 0,00 | 188 | 1,63 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 58 430 | 22,57 | 4 747 | 27,00 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 62 | 0,00 | 5 | 0,00 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3 723 | 2,76 | 297 | 4,59 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 6 057 | −51,01 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 4 238 | 0,00 | 338 | 1,81 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 660 | 35,73 | 451 | 38,34 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2 515 | 0,00 | 201 | 1,52 | ||||
| 2025-05-12 | 13F | First International Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 4 208 | −1,45 | 336 | 0,30 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Asset Planning Corporation | 14 011 | −0,45 | 1 118 | 1,27 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 122 855 | −1,82 | 9 799 | −0,12 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 4 478 | 7,05 | 357 | 9,17 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 13 571 | 15,84 | 1 082 | 17,86 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 23 440 | −7,57 | 1 870 | −5,99 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7 718 | −8,73 | 623 | −6,18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 37 002 | −1,08 | 2 951 | 0,65 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22 235 | 119,24 | 1 773 | 100,57 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5 576 | 0,02 | 445 | 1,60 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 6 880 | −8,02 | 549 | −6,48 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 725 | 0,00 | 58 | 1,79 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2 783 | 5,86 | 222 | 7,77 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 2 789 | 0,54 | 222 | 2,30 | ||||
| 2025-05-12 | 13F | Berger Financial Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4 001 | −3,38 | 319 | −1,54 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 5 524 | 0,00 | 441 | 1,62 | ||||
| 2025-04-21 | 13F | Provident Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 | 0 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 3 954 | −4,47 | 315 | −2,78 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 125 | 0,00 | 10 | 0,00 | ||||
| 2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 6 440 | −1,84 | 514 | −0,19 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 9 228 | 5,92 | 736 | 7,61 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9 970 | 6,77 | 795 | 8,61 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 14 965 | 33,41 | 1 194 | 35,72 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 030 | 242 | ||||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 171 666 | 11,76 | 12 638 | −7,38 | ||||
| 2025-04-10 | 13F | Accel Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 3 231 | 0,00 | 259 | 8,86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 496 | 0,00 | 40 | 2,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 69 589 | 277,01 | 5 550 | 283,82 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 84 529 | 11,92 | 6 742 | 13,87 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 21 526 | 9,58 | 1 717 | 11,43 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 127 089 | 13,47 | 10 278 | 17,04 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 29 968 | 0,09 | 2 390 | 1,83 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 10 299 | −10,51 | 821 | −8,98 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 392 | −64,10 | 31 | −63,53 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 74 319 | −3,75 | 5 928 | −2,08 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3 038 | −6,95 | 242 | −5,10 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 195 | 178,57 | 16 | 200,00 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 3 203 | −14,04 | 262 | −10,27 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 380 | 13,77 | 30 | 15,38 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 179 | 0,26 | 94 | 2,17 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 2 965 | 0,00 | 236 | 1,72 | ||||
| 2025-08-08 | 13F | Creative Planning | 380 649 | −6,68 | 30 361 | −5,06 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 146 | 12 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 2 726 | 0,44 | 217 | 2,36 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 51 096 | 14,45 | 4 074 | 16,40 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25 675 | 24,13 | 2 048 | 26,28 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 16 137 | 7,32 | 1 287 | 9,25 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 285 410 | 6,04 | 22 764 | 7,88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 206 077 | −30,19 | 16 | −30,43 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3 522 | −64,30 | 281 | −63,78 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 74 089 | 10,52 | 5 909 | 12,45 | ||||
| 2025-08-12 | 13F | SPX Equities Gestao de Recursos Ltda | 104 095 | −51,17 | 8 303 | −50,33 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 2 690 | 0,00 | 215 | 1,90 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 238 | 99 | ||||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 62 702 | 6,98 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 6 484 | −0,98 | 517 | 0,78 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 28 249 | −12,05 | 2 253 | −10,52 | ||||
| 2025-05-14 | 13F | TFB Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | McMill Wealth Management | 9 879 | 0,05 | 789 | 1,81 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 264 | 0,00 | 21 | 5,00 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 14 000 | 0,00 | 1 117 | 1,73 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 3 822 | −8,21 | 305 | −6,75 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 265 081 | −23,80 | 21 143 | −22,48 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 60 043 | 27,51 | 4 789 | 29,75 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 2 816 | −7,15 | 225 | −5,49 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 962 | 0,05 | 157 | 1,96 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 215 | 17 | ||||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 166 625 | 5,34 | 13 868 | 24,52 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 2 299 | 0,00 | 183 | 1,67 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 4 173 | 0,02 | 334 | 2,14 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43 034 | 26,84 | 3 432 | 29,02 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 77 347 | −43,54 | 6 169 | −42,56 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 13 603 | 0,21 | 1 085 | 1,88 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 21 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 17 802 | −0,72 | 1 420 | 1,00 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 5 554 | 0,00 | 443 | 1,61 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3 537 | −3,73 | 282 | −2,08 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 41 045 | 7,44 | 3 274 | 9,28 | ||||
| 2025-05-12 | 13F | Alesco Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 997 | −45,09 | 239 | −43,90 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 786 215 | 7,70 | 62 708 | 9,57 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 11 087 | −14,37 | 884 | −12,91 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 7 129 | 0,00 | 569 | 1,79 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 8 198 | −1,38 | 654 | 0,31 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 11 694 | 0,57 | 957 | 4,94 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 51 875 | −16,84 | 4 195 | −10,04 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 132 | −67,49 | 11 | −67,74 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 327 205 | 5,17 | 26 098 | 6,99 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 5 450 | 0,00 | 435 | 1,64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 110 056 | 25,35 | 8 778 | 27,53 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 272 | 0,00 | 22 | 0,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 228 | 18 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 22 459 | −8,64 | 1 791 | −7,06 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 15 188 | −2,03 | 1 211 | −0,33 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 50 832 | −3,97 | 4 054 | −2,29 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3 012 | 0 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 171 | 0,00 | 14 | 0,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 79 517 | 3,20 | 6 342 | 4,98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4 056 | −62,74 | 323 | −62,13 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 0 | 0 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 57 839 | −64,32 | 4 613 | −63,70 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 5 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 614 | −14,55 | 208 | −12,97 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3 629 | −3,84 | 289 | −2,03 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 44 265 | 0,32 | 3 617 | 120 433,33 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2 677 | 0,22 | 213 | 1,91 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 17 115 | 3,47 | 1 365 | 5,32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20 221 | −12,60 | 1 613 | −11,09 | ||||
| 2025-04-11 | 13F | Foster Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 2 680 | −0,19 | 214 | 1,43 | ||||
| 2025-08-07 | 13F | Nwam Llc | 71 503 | 2,49 | 5 703 | 4,28 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 36 759 | −6,98 | 2 931 | −5,39 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 4 373 | 0,00 | 349 | 7,41 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 9 | 1 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 13 | 1 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 96 | 0,00 | 8 | 0,00 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 7 060 | 0,09 | 563 | 1,81 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 243 720 | 12,35 | 19 437 | 14,26 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 14 294 | −21,65 | 1 140 | −20,28 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 6 734 | −7,82 | 537 | −6,12 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 41 547 | 25,42 | 3 314 | 27,57 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4 194 | −1,22 | 347 | 15,67 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 5 195 | −11,95 | 414 | −10,39 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 45 733 | 20,24 | 3 648 | 22,30 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 105 561 | −3,63 | 8 420 | −1,96 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Partners in Financial Planning | 31 136 | 19,42 | 2 483 | 21,48 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 2 735 | 218 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 877 | 2,38 | 309 | 4,39 | ||||
| 2025-07-28 | 13F | Diversified Investment Strategies, LLC | 8 452 | −2,59 | 674 | −0,88 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 465 960 | −15,39 | 38 787 | −10,17 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 101 732 | −3,96 | 8 114 | −2,29 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2 518 | 201 | ||||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 5 378 | 0,02 | 429 | 1,66 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10 | −60,00 | 1 | −100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20 271 | 514,27 | 1 617 | 526,36 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 47 573 | −14,64 | 3 794 | −13,16 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 606 | 208 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 952 755 | 1,12 | 75 992 | 2,88 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 24 548 | −15,38 | 2 066 | −4,13 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 2 790 | 0,00 | 223 | 1,83 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 2 804 | 0,04 | 224 | 1,83 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 55 731 | 6,48 | 4 445 | 8,34 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9 375 | −1,77 | 748 | −0,13 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 224 | 0,66 | 257 | 2,39 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Capricorn Fund Managers Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2 733 | 0,00 | 218 | 1,87 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 2 658 | 0,00 | 212 | 1,92 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 20 504 | −0,16 | 1 635 | 1,55 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 350 | −3,05 | 187 | −1,58 | ||||
| 2025-04-22 | 13F | Marietta Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 318 | 893,75 | 25 | 1 150,00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 21 900 | 4,44 | 1 797 | 15,94 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 8 158 | 0,00 | 651 | 1,72 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 3 030 | 0,00 | 242 | 1,69 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 11 503 | −84,24 | 918 | −84,92 | ||||
| 2025-04-16 | 13F | Destiny Capital Corp/CO | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 45 686 | 6,00 | 3 644 | 7,81 | ||||
| 2025-05-09 | 13F | Aviso Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 18 267 | 10,95 | 1 457 | 12,87 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 2 888 | −42,86 | 230 | −41,92 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 7 557 | 0,00 | 603 | 1,69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 567 | −2,67 | 284 | −1,05 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 30 396 | 21,64 | 2 424 | 23,74 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 22 570 | −5,81 | 1 800 | −4,15 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 202 579 | −15,57 | 16 158 | −14,11 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 68 768 | 3,97 | 5 485 | 5,77 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 35 147 | −1,01 | 2 803 | 0,72 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 139 658 | 12,13 | 11 139 | 14,08 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 19 498 | 1,67 | 1 555 | 3,46 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 117 | −46,33 | 10 | −47,06 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 56 611 | 68,70 | 4 515 | 71,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12 225 | 5,80 | 975 | 7,73 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 35 619 | −14,50 | 2 841 | −13,04 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 3 707 | 0,00 | 296 | 1,72 | ||||
| 2025-05-15 | 13F | Certior Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 87 666 | −1,56 | 6 992 | 0,16 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 270 | 0,00 | 22 | 0,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56 | 0,00 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 257 | 0,00 | 20 | 11,11 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 81 988 | −0,59 | 6 539 | 1,18 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 147 | 0,00 | 12 | 9,09 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 36 717 | −1,04 | 2 929 | 0,69 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8 974 | 149,90 | 716 | 154,45 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 600 | 188,89 | 207 | 195,71 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 130 646 | −16,97 | 10 420 | −15,53 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 193 | 15 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 808 | 64 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 88 385 | 19,57 | 7 050 | 21,64 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 3 256 | 0,00 | 260 | 1,57 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 418 | −42,43 | 193 | −41,64 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 4 095 | −0,07 | 327 | 1,56 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 151 | 0,00 | 12 | 9,09 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 82 294 | −4,32 | 6 564 | −2,67 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 48 654 | 7 876,07 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 33 806 | 0,13 | 2 696 | 1,85 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7 164 | 3,45 | 571 | 5,35 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 260 | 0,00 | 21 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 19 638 | −4,99 | 1 566 | −3,33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 117 116 | 5,80 | 9 | 12,50 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 115 | 0,00 | 9 | 0,00 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 5 981 | 0,00 | 477 | 1,92 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 5 305 | −21,73 | 429 | −13,86 | ||||
| 2025-04-15 | 13F | Collier Financial | 44 | 3 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 118 833 | 5,55 | 9 478 | 7,39 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 946 | 75 | ||||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 8 117 | 3,09 | 647 | 4,86 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Gen-Wealth Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1 065 | −4,66 | 85 | −3,45 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 5 732 | −2,35 | 457 | −0,65 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 134 128 | −47,69 | 10 698 | −46,78 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 83 | 0,00 | 7 | 0,00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 279 | 0,36 | 22 | 4,76 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 18 053 | 1 440 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 214 | −60,22 | 17 | −61,90 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 363 | −78,63 | 827 | −78,27 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 12 175 | −0,19 | 971 | 1,57 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 33 400 | −84,28 | 2 664 | −84,01 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 54 917 | −5,16 | 4 380 | −3,50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 163 | −47,76 | 13 | −50,00 | ||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 75 932 | 6 056 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 50 | 0,00 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 565 | −2,59 | 45 | 0,00 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 289 773 | −3,40 | 23 | 0,00 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 66 985 | −1,70 | 5 343 | 0,00 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 22 330 | −16,40 | 1 781 | −14,91 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 6 937 | 0,00 | 553 | 8,43 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 4 718 | 376 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 4 462 | −15,64 | 356 | −14,25 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 94 854 | −4,65 | 7 566 | −3,00 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 165 | −15,38 | 13 | −13,33 | ||||
| 2025-04-28 | 13F | Dean, Jacobson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 069 | −36,13 | 564 | −41,17 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 305 697 | −67,30 | 24 382 | −66,74 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 2 877 | −19,77 | 230 | −18,51 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 5 041 | −7,52 | 402 | −5,85 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1 844 | −40,36 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 5 985 | −49,29 | 477 | −48,43 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 30 | 0,00 | 2 | 0,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 042 | −18,11 | 866 | −26,45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 663 | 16,59 | 452 | 26,69 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 9 203 | −29,16 | 734 | −27,90 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 11 011 | 2,92 | 878 | 4,77 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 15 087 | −2,63 | 1 203 | −0,91 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 10 577 | −15,45 | 844 | −13,98 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 2 054 | 97,88 | 107 | 30,86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 79 702 | 11,28 | 6 357 | 13,21 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 329 | 0,61 | 26 | 4,00 | ||||
| 2025-07-16 | 13F | Jentner Corp | 5 160 | −2,95 | 412 | −1,20 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 5 421 | 0,11 | 432 | 1,89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 715 | −37,99 | 57 | −36,67 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 3 077 | −0,61 | 245 | 1,24 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 21 433 | −1,01 | 1 710 | 0,71 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 68 | 5 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 56 427 | 22,88 | 4 501 | 25,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 929 | −10,08 | 792 | −8,55 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 2 814 | 0,54 | 224 | 2,28 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 13 115 | 0,00 | 1 046 | 1,75 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 318 | −13,39 | 743 | −11,86 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 25 684 | −18,48 | 2 049 | −17,09 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4 313 | 0,56 | 344 | 2,38 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 11 209 | −6,82 | 894 | −5,20 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 2 961 | 0,17 | 236 | 2,16 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 374 933 | 5,11 | 109 665 | 6,93 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 693 | 0,58 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 171 | 0,00 | 14 | 0,00 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 53 633 | 5,17 | 4 278 | 6,98 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3 210 | −13,80 | 256 | −12,03 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 19 307 | 51,63 | 1 574 | 57,72 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8 921 | 8,17 | 712 | 10,06 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 12 250 | 12,75 | 977 | 14,81 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 8 | 1 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 836 | −56,57 | 67 | −56,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 249 | 0,00 | 20 | 0,00 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 157 831 | 0,95 | 12 589 | 2,70 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 001 | 0,00 | 160 | 1,92 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 309 343 | 7,37 | 24 673 | 9,24 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5 620 | 4,09 | 448 | 5,91 | ||||
| 2025-07-29 | 13F | Creekside Partners | 3 917 | −4,28 | 312 | −2,50 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 527 | 521 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 108 254 | −17,43 | 8 634 | −16,00 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 120 | 0,00 | 9 | −10,00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 3 904 | −21,15 | 311 | −19,85 | ||||
| 2025-07-22 | NP | DSMFX - Destinations Small-Mid Cap Equity Fund Class I | 191 459 | −24,04 | 14 727 | −30,41 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 25 692 | −0,24 | 2 049 | 1,49 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 361 | 0,59 | 109 | 1,89 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 78 | −4,88 | 7 | 0,00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 18 664 | 0,10 | 1 489 | 1,85 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 122 | −45,78 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 672 685 | −2,84 | 53 538 | −1,17 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 10 260 | −1,44 | 818 | 0,25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 112 629 | 1,44 | 8 983 | 3,21 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 281 | 11,95 | 22 | 15,79 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 231 | 178 | ||||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 12 252 | 2,53 | 977 | 4,38 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8 217 | 6,33 | 655 | 8,26 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Team Hewins, LLC | 2 644 | 0,00 | 211 | 1,45 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 15 760 | 0,00 | 1 257 | 1,78 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 33 755 | −1,11 | 2 692 | 0,60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2 803 | 224 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 12 015 | 0,34 | 958 | 2,13 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 2 508 | −5,61 | 200 | −3,85 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 185 | 0,54 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19 923 | −53,79 | 1 589 | −52,99 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 53 885 | −66,22 | 4 298 | −65,64 | ||||
| 2025-08-06 | 13F | Cm Wealth Advisors Llc | 24 181 | 0,21 | 1 929 | 1,96 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wrapmanager Inc | 8 511 | −1,58 | 679 | 0,00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 21 065 | −3,09 | 1 680 | −1,41 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 10 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 32 828 | 4,98 | 2 618 | 6,81 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5 174 | −27,54 | 413 | −26,30 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14 922 | 1,31 | 1 190 | 3,12 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 231 | 16,67 | 18 | 20,00 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Pinnacle Family Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 3 660 | −1,05 | 292 | 0,69 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 35 277 | 7,22 | 2 814 | 9,07 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 35 | 0,00 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 20 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | KWB Wealth | 142 177 | −34,81 | 11 147 | −41,43 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 25 565 | −0,18 | 2 039 | 1,59 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 000 | 0,00 | 80 | 1,28 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 8 732 | 6,44 | 696 | 8,24 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 59 293 | 0,00 | 4 729 | 1,74 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4 486 | −36,12 | 358 | −35,09 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 9 687 | −8,78 | 1 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 49 398 | −3,09 | 3 940 | −1,43 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2 931 | 234 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 77 031 | 23,13 | 6 172 | 26,30 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 1 703 | −19,52 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 53 | −93,38 | 4 | −93,55 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 098 | 11,57 | 817 | 15,09 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 9 766 | −1,10 | 779 | 0,52 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 8 542 | −2,96 | 681 | −1,30 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 3 034 | 253 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 509 | 0,00 | 120 | 1,69 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 3 467 | −20,63 | 276 | −19,30 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 169 951 | 4,86 | 13 555 | 6,68 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 460 | −4,17 | 37 | −2,70 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 11 266 | 2,40 | 899 | 4,18 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 2 574 | 0 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13 785 | −30,92 | 1 100 | −29,73 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 16 430 | −46,13 | 1 310 | −45,21 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 6 237 | 11,93 | 497 | 13,99 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1 250 | 0,00 | 100 | 1,02 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 129 038 | −30,88 | 10 | −28,57 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 17 550 | −0,90 | 1 400 | 0,79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 171 091 | 14,22 | 13 646 | 16,21 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 622 | 0,00 | 50 | 2,08 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 25 255 | 4,59 | 2 109 | 18,95 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 79 | 0,00 | 6 | 0,00 | ||||
| 2025-05-14 | 13F | Avestar Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Graney & King, LLC | 151 593 | 7,13 | 12 091 | 9,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 219 | 0,45 | 174 | −9,90 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 15 149 | 1,08 | 1 208 | 2,81 | ||||
| 2025-07-14 | 13F | Friday Financial | 3 867 | 0,00 | 308 | 0,33 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 885 572 | 3,64 | 70 633 | 5,44 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 3 250 | 0,00 | 259 | 1,97 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 346 | −0,52 | 506 | 1,20 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 9 207 | 7,38 | 734 | 9,23 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 195 | 0,00 | 16 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 411 | −77,05 | 33 | −73,33 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4 809 | 0,00 | 384 | 1,59 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 8 118 | −0,98 | 647 | 0,78 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 3 602 | −6,25 | 287 | −4,65 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 2 938 | −2,16 | 234 | −0,43 | ||||
| 2025-04-21 | 13F | Jim Saulnier & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 6 825 | −2,47 | 544 | −0,73 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 6 049 | −49,79 | 482 | −48,94 | ||||
| 2025-05-08 | 13F | Natixis Advisors, L.p. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6 532 | 4,10 | 521 | 6,11 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 11 754 | −6,19 | 938 | −4,58 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 039 | 0,00 | 83 | 1,23 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 106 | −0,93 | 8 | 0,00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 381 | −75,65 | 110 | −77,73 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 20 571 | 1,67 | 1 641 | 3,40 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 44 809 | 3 574 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 29 267 | −0,55 | 2 334 | 1,17 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 103 | 0,00 | 8 | 0,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 111 | −42,49 | 9 | −46,67 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 17 | 0,00 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 14 857 | 0,05 | 1 185 | 1,80 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 181 275 | −5,49 | 14 459 | −3,85 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 33 659 | 2 685 | ||||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 230 268 | −30,84 | 18 366 | −29,64 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 462 | 0,00 | 37 | 0,00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 12 830 | −4,00 | 1 023 | −2,29 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 76 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 21 116 | −1,43 | 1 684 | 0,30 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 125 524 | 6,86 | 10 012 | 8,71 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 14 000 | 1 117 | ||||||
| 2025-07-23 | 13F | Laraway Financial Inc | 16 568 | −6,64 | 1 321 | −5,03 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 37 370 | −7,12 | 3 154 | 5,73 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 19 102 | −3,65 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4 399 | −0,54 | 356 | 2,60 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 4 992 | −20,12 | 398 | −18,61 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 741 | −31,61 | 458 | −30,55 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 2 908 | 0,00 | 232 | 1,32 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 69 259 | −6,32 | 5 524 | −4,69 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 4 829 | 0,00 | 385 | 1,85 | ||||
| 2025-08-12 | 13F | Prudential Plc | 11 337 | −32,02 | 904 | −30,83 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 4 167 | 0,00 | 332 | 1,84 | ||||
| 2025-05-01 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 23 706 | −4,24 | 1 891 | −2,58 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 15 281 | 2,38 | 1 219 | 4,10 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 26 187 | 0,48 | 2 089 | 2,60 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 579 | −80,56 | 605 | −82,24 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 14 916 | −36,44 | 1 190 | −35,35 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 237 | 0,00 | 99 | 2,08 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 1 347 | 113 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 100 456 | 169,20 | 8 161 | 209,56 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 110 291 | 2,86 | 8 797 | 4,64 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 186 | 0,54 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 97 237 | 13,09 | 7 756 | 15,06 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 10 156 | 0,00 | 810 | 1,76 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 109 | 0,00 | 9 | 0,00 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 3 903 | −18,84 | 311 | −17,51 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88 593 | −51,58 | 7 058 | −50,77 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 9 572 | 92,05 | 1 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 937 | 0,00 | 394 | 1,55 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 2 800 | 0,00 | 223 | 1,83 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 63 | −40,57 | 5 | −37,50 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 160 891 | −13,64 | 12 833 | −12,15 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 9 019 | 0,51 | 719 | 2,28 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 723 | 0,00 | 58 | 1,79 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 5 515 | −0,47 | 440 | 1,15 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 146 171 | 13,83 | 11 659 | 15,80 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 254 108 | −1,66 | 20 268 | 0,05 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 540 | 0,00 | 43 | 2,38 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 3 910 | −1,14 | 312 | 0,32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26 289 | 2,85 | 2 097 | 4,64 | ||||
| 2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 410 | 0,00 | 33 | 0,00 | ||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 8 072 | −4,95 | 644 | −3,31 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 158 | 13 | ||||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 12 075 | 1,16 | 947 | −11,51 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 86 114 | −8,62 | 6 868 | −7,04 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 37 578 | −12,86 | 2 997 | −11,36 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6 119 | −28,52 | 488 | −27,27 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3 547 | −14,88 | 283 | −13,50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 442 167 | 17,81 | 35 267 | 19,85 | ||||
| 2025-05-15 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Marotta Asset Management | 48 210 | 14,82 | 3 845 | 5,49 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 23 486 | −7,02 | 1 873 | −5,40 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 140 613 | 4,10 | 11 215 | 5,91 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 18 936 | −73,96 | 1 510 | −73,51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 120 666 | 84,69 | 9 624 | 87,90 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3 207 | −77,92 | 256 | −77,59 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 788 734 | 4,91 | 62 910 | 6,73 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 4 993 | 9,35 | 398 | 11,48 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4 114 | 328 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4 913 | 25,59 | 392 | 27,78 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 6 474 | −5,86 | 539 | 9,80 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 336 515 | 9,93 | 26 840 | 11,84 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 175 117 | −5,87 | 173 487 | −4,24 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 147 768 | 166,54 | 12 | 175,00 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 56 088 | −2,27 | 4 474 | −0,58 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 23 940 | 3,24 | 1 909 | 5,06 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 49 | −25,76 | 4 | −40,00 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2 238 | 179 | ||||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 180 752 | −16,80 | 14 417 | −15,36 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 37 078 | 30,13 | 2 957 | 32,42 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 9 159 | −10,67 | 731 | −9,09 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1 003 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 2 539 | 203 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 9 873 | 2,59 | 787 | 4,38 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 67 563 | 16,79 | 5 389 | 18,81 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 18 248 | 29,94 | 1 455 | 32,27 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 170 | 0,00 | 14 | 0,00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21 618 | −34,10 | 2 | −50,00 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 3 219 | −96,07 | 257 | −92,17 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 51 320 | 0,18 | 4 421 | −0,65 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 211 011 | −1,83 | 16 830 | −0,13 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 4 001 | 0,00 | 319 | 2,24 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 58 872 | 4,74 | 4 696 | 6,58 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 79 350 | 3,36 | 6 | 0,00 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 17 057 | −16,63 | 1 395 | −8,17 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 14 954 | −0,06 | 1 193 | 1,62 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 385 | 31 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 4 682 | −2,28 | 373 | −0,53 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 187 926 | 18,39 | 14 989 | 20,44 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5 115 | −3,73 | 408 | −2,40 | ||||
| 2025-08-14 | 13F | Fmr Llc | 11 813 | 5,95 | 942 | 7,78 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 54 186 | −3,26 | 4 493 | 2,28 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 510 | 200 | ||||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 4 919 | −0,67 | 392 | 1,03 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 21 509 | −1,19 | 1 716 | 0,53 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 13 130 | −35,81 | 1 047 | −34,68 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6 988 | −15,40 | 557 | −13,91 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10 241 | 7,26 | 1 | |||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 4 708 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 312 251 | 3,09 | 423 705 | 4,88 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 177 470 | 1,70 | 14 155 | 3,47 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 689 | −3,14 | 613 | −1,45 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 32 | 0,00 | 3 | 0,00 | ||||
| 2025-04-24 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 63 842 | 6,13 | 5 092 | 7,97 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 500 | 40 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 34 213 | −4,63 | 2 729 | −2,99 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 786 | −5,88 | 382 | −4,27 | ||||
| 2025-05-23 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 |
Other Listings
| MX:SLYV |
