Grundläggande statistik
| Institutionella ägare | 316 total, 316 long only, 0 short only, 0 long/short - change of −3,33% MRQ |
| Genomsnittlig portföljallokering | 0.4427 % - change of −12,35% MRQ |
| Institutionella aktier (lång) | 16 233 429 (ex 13D/G) - change of −4,58MM shares −22,02% MRQ |
| Institutionellt värde (lång) | $ 1 651 087 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF (US:SPGP) har 316 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 16,233,429 aktier. Största aktieägare inkluderar Morgan Stanley, LPL Financial LLC, Raymond James Financial Inc, Bank Of America Corp /de/, Northwestern Mutual Wealth Management Co, Fifth Third Bancorp, Commonwealth Equity Services, Llc, Howard Financial Services, Ltd., Wells Fargo & Company/mn, and UBS Group AG .
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF (ARCA:SPGP) 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 11, 2025 is 113,94 / share. Previously, on September 12, 2024, the share price was 100,18 / share. This represents an increase of 13,74% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 449 | −39,49 | 48 | −35,14 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 6 764 | −37,21 | 728 | −32,34 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 2 926 | −3,75 | 315 | 3,96 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 43 704 | 19,42 | 4 707 | 28,76 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 962 | −11,26 | 211 | −4,09 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 457 | 1,54 | 588 | 9,51 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 9 | 0,00 | 1 | |||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 6 241 | 0,00 | 672 | 7,87 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6 447 | −8,76 | 694 | −1,56 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 18 036 | 0,24 | 1 942 | 8,07 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 13 647 | 1 470 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5 141 | −5,58 | 554 | 1,65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 103 126 | −34,93 | 11 107 | −29,84 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 315 | 34 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4 471 | −17,26 | 482 | −10,76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5 489 | −6,11 | 591 | 1,37 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 116 570 | −12,27 | 12 555 | −5,40 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 134 | −80,94 | 14 | −80,82 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 8 226 | −8,46 | 886 | −1,34 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 2 164 | −11,96 | 233 | −4,90 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36 193 | −29,39 | 3 898 | −23,87 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 730 | 4,29 | 79 | 13,04 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 412 | 152 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 95 | 0,00 | 10 | 11,11 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 48 021 | −10,29 | 5 172 | −3,27 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 34 402 | −1,17 | 3 705 | 6,59 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 96 | −3,03 | 10 | 11,11 | ||||
| 2025-04-25 | 13F | Spinnaker Trust | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 7 508 | 8,37 | 809 | 16,93 | ||||
| 2025-04-28 | 13F | Private Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 346 178 | −2,32 | 37 283 | 5,33 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 4 137 | 38,78 | 446 | 42,63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 241 807 | −12,33 | 241 443 | −5,47 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 263 | 0,00 | 28 | 7,69 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 758 | 0,00 | 82 | 8,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 27 285 | 10,24 | 2 939 | 18,85 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Collaborative Wealth Managment Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3 573 | −19,03 | 385 | −12,73 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 13 431 | −0,14 | 1 447 | 7,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 30 361 | −58,00 | 3 270 | −54,72 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 134 | −87,87 | 13 | −88,50 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 6 710 | −14,08 | 723 | −7,44 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 112 | 8,74 | 12 | 20,00 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 3 100 | −1,15 | 334 | 6,39 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 2 262 | 86,17 | 243 | 101,67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 178 | −82,95 | 19 | −81,73 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 2 645 | −28,07 | 285 | −22,62 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 143 220 | −37,80 | 15 425 | −32,93 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 2 426 | 5,02 | 261 | 13,48 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 135 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 32 063 | 50,84 | 3 453 | 64,04 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 52 220 | −8,17 | 5 624 | −0,97 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 010 | −68,19 | 971 | −65,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 914 | −80,17 | 98 | −79,63 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3 337 | 0,18 | 359 | 8,13 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 6 321 | −11,12 | 681 | −4,23 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 4 548 | −36,03 | 490 | −31,13 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 25 038 | −0,10 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14 090 | 0,22 | 1 517 | 8,05 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 180 | 0,00 | 19 | 11,76 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 45 075 | −36,31 | 4 855 | −31,32 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 112 944 | −5,46 | 12 164 | 1,94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 39 718 | 9,96 | 4 278 | 18,57 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 432 | 0,00 | 370 | 7,89 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2 817 | 6,83 | 303 | 15,21 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 8 041 | 859 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 251 | −41,90 | 27 | −37,21 | ||||
| 2025-08-07 | 13F | Nwam Llc | 25 858 | 3,11 | 2 837 | 13,30 | ||||
| 2025-04-18 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 169 | −13,67 | 449 | −6,85 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 26 452 | −49,11 | 2 849 | −45,14 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 3 461 | −17,58 | 373 | −11,22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 590 258 | −0,47 | 63 571 | 7,32 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5 079 | 40,85 | 463 | 41,59 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 49 588 | −30,64 | 5 377 | −18,80 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 28 742 | −32,20 | 3 058 | −27,78 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 436 | −9,02 | 1 016 | −2,31 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 154 | −33,99 | 772 | −28,72 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 96 | 10 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 928 | 0,00 | 100 | 7,61 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 9 026 | 3,97 | 972 | 12,11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 026 478 | −12,26 | 110 552 | −5,39 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 6 084 | 31,04 | 655 | 41,47 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 16 143 | −22,27 | 1 739 | −16,20 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 332 | −27,17 | 143 | −21,43 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 38 759 | 4 174 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 54 | 6 | ||||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 528 | 97,42 | 165 | 112,99 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 11 403 | −35,76 | 1 228 | −30,74 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 2 830 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2 459 | −1,76 | 265 | 5,60 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9 944 | −33,48 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 026 | −85,43 | 972 | −84,29 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 817 | 0,25 | 88 | 8,64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47 688 | −20,17 | 5 136 | −13,93 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 2 297 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 16 960 | 0,76 | 1 827 | 8,63 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 90 906 | −0,97 | 9 833 | 7,24 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integras Partners LLC | 4 169 | 25,91 | 449 | 35,76 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 885 | 0,00 | 311 | 7,64 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 227 | 0,44 | 25 | 20,00 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2 726 | −12,63 | 294 | −5,79 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 17 800 | −6,81 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 120 | 0,00 | 121 | 8,11 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 15 761 | 3,27 | 1 715 | 12,53 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 116 | 11,48 | 336 | 20,07 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 422 980 | −27,47 | 260 955 | −21,79 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 4 000 | 0,00 | 431 | 7,77 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 71 369 | −1,58 | 7 686 | 6,12 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 199 700 | −19,09 | 21 508 | −12,76 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 2 934 | −51,73 | 316 | −48,11 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 33 446 | 0,71 | 3 602 | 8,62 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 16 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 650 | 56,63 | 70 | 97,14 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10 023 | −5,64 | 1 079 | 1,79 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 8 852 | −2,73 | 953 | 4,96 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 2 390 | −13,47 | 257 | −6,55 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 85 635 | −67,00 | 9 223 | −64,42 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 15 099 | −3,24 | 1 626 | 4,36 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 201 | −11,89 | 560 | −4,92 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 16 012 | 2,71 | 1 741 | 11,32 | ||||
| 2025-04-23 | 13F | Austin Asset Management Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 182 430 | 8,47 | 19 648 | 16,97 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11 833 | 0,00 | 1 274 | 7,87 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 103 | 0,98 | 10 | 0,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 238 144 | −39,19 | 25 648 | −34,43 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 66 748 | −10,09 | 7 | 0,00 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 2 410 | 0,00 | 253 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 47 601 | −45,94 | 5 127 | −41,71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 064 | 0,00 | 222 | 7,77 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 27 216 | −5,18 | 2 931 | 2,27 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 445 | 18,06 | 371 | 27,15 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6 693 | 2,75 | 721 | 10,77 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 56 595 | −15,89 | 6 095 | −9,30 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 1 961 | −9,21 | 211 | −1,86 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 29 601 | −19,38 | 3 188 | −13,06 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 636 | 5,51 | 930 | 13,83 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 3 044 | 0,33 | 328 | 7,92 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 713 | −71,20 | 615 | −68,94 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 14 495 | −28,36 | 1 561 | −22,76 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 600 | 0,00 | 65 | 8,47 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Grange Capital, LLC | 119 837 | −28,12 | 12 906 | −22,50 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2 631 | −93,84 | 283 | −93,36 | ||||
| 2025-07-29 | NP | ORILX - NORTH SQUARE MULTI STRATEGY FUND CLASS A | 19 100 | 0,00 | 1 937 | −3,92 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6 157 | −69,25 | 663 | −66,83 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 263 | 35,05 | 567 | 45,50 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 818 | −12,97 | 411 | −5,30 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 117 539 | 15,46 | 12 561 | 24,60 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 18 640 | 1,66 | 2 008 | 9,61 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 38 | 0,00 | 4 | 33,33 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 26 815 | −35,72 | 2 888 | −30,70 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 112 584 | 1,91 | 12 125 | 9,89 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 3 414 | 16,12 | 368 | 25,26 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 134 405 | 0,33 | 14 476 | 8,18 | ||||
| 2025-05-09 | 13F | Keeler THomas Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 1 885 | 0 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 10 722 | 3,91 | 1 155 | 12,04 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 375 | 0,00 | 40 | 8,11 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3 724 | −4,05 | 406 | 4,65 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 529 | 0,29 | 488 | 7,98 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 65 833 | −7,03 | 7 090 | 0,25 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 312 | 0,32 | 34 | 6,45 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 49 | 5 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 28 900 | 3 | ||||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2 700 | 0,00 | 291 | 7,81 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 530 | 0,00 | 57 | 9,62 | ||||
| 2025-05-12 | 13F | Savvy Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 38 | 11,76 | 4 | 33,33 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11 513 | −6,12 | 1 240 | 1,23 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 087 | −48,35 | 548 | −44,35 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 102 965 | 4,09 | 11 089 | 12,24 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2 093 | 5,81 | 225 | 8,70 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 130 | 1 477,78 | 229 | 1 661,54 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 2 141 | −15,61 | 231 | −9,09 | ||||
| 2025-04-25 | 13F | Koshinski Asset Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 5 061 | −81,58 | 545 | 15,71 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4 041 | −15,27 | 0 | |||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 162 395 | −15,53 | 17 490 | −8,15 | ||||
| 2025-04-14 | 13F | Financial Designs Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 80 507 | 16,90 | 8 671 | 26,05 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5 280 | 569 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 376 | −66,61 | 38 | −68,64 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 37 384 | −35,80 | 4 026 | −30,78 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 95 846 | −32,51 | 10 443 | −26,37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 125 | −2,17 | 1 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 60 291 | 6 493 | ||||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 25 | 0,00 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 12 269 | 2,72 | 1 321 | 10,82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 22 | 2 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 6 054 | 11,31 | 660 | 25,76 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 13 | −23,53 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 30 | −98,57 | 3 | −98,56 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 3 064 | −0,62 | 330 | 7,17 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 2 391 | −2,96 | 258 | 4,47 | ||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 18 109 | −16,50 | 1 950 | −9,97 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 237 | 0,00 | 26 | 8,70 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 57 779 | −10,02 | 6 223 | −2,98 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 31 072 | 4,16 | 3 346 | 12,32 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4 800 | −80,49 | 517 | −79,00 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 3 416 | −9,92 | 368 | −2,91 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 6 527 | 0,25 | 703 | 8,00 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 50 432 | 1,77 | 5 432 | 9,74 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 100 | 0,00 | 11 | 11,11 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 67 656 | 1,37 | 7 287 | 9,32 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 251 | −3,60 | 889 | 3,98 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 215 392 | −26,66 | 23 198 | −20,92 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 8 225 | −27,21 | 886 | −21,54 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 32 689 | 1,27 | 3 521 | 9,18 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 155 | 96,20 | 17 | 128,57 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5 978 | −18,54 | 644 | −12,28 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27 951 | −45,42 | 3 010 | −41,14 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 2 717 | −1,38 | 293 | 6,18 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8 574 | 16,64 | 923 | 25,75 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 2 162 | −66,11 | 233 | −63,58 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 9 723 | −3,30 | 1 047 | 4,28 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9 420 | −4,31 | 1 046 | 10,58 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 6 895 | −12,67 | 743 | −5,84 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 41 356 | −9,91 | 4 454 | −2,86 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 2 281 | 0,00 | 246 | 7,93 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 78 | 0,00 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 16 945 | 1 825 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2 722 | −1,38 | 293 | 6,55 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4 672 | −7,89 | 503 | −0,59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 25 999 | 2 800 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 12 039 | −87,84 | 1 297 | −86,89 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 407 | 0,00 | 44 | 7,50 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 140 | −30,00 | 15 | −21,05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 359 303 | −3,19 | 39 | 2,70 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2 101 | 226 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 593 | −20,82 | 1 249 | −14,64 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 4 495 | −43,10 | 484 | −38,66 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 37 329 | −42,26 | 4 020 | −37,74 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 109 | 0,00 | 12 | 10,00 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 50 239 | 0,09 | 5 411 | 7,92 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 281 | −58,37 | 30 | −55,22 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 4 773 | −42,37 | 514 | −37,85 | ||||
| 2025-05-05 | 13F | Formidable Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 280 | 0,00 | 30 | 11,11 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4 767 | −16,43 | 513 | −9,84 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 185 634 | 5,84 | 19 993 | 14,12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 267 048 | −54,57 | 28 761 | −51,02 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 40 681 | 1,14 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 203 | −67,42 | 22 | −66,13 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2 004 | −18,70 | 216 | −12,60 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 396 | 0,00 | 150 | 7,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 121 134 | −58,98 | 13 | −55,17 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 13 880 | −23,54 | 1 495 | −17,60 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 143 | −30,06 | 231 | −24,59 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 90 073 | −3,74 | 10 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 349 | 50,10 | 253 | 61,54 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 129 577 | −22,10 | 121 655 | −16,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 128 218 | −23,87 | 13 809 | −17,91 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 2 105 | 0,00 | 227 | 7,62 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 21 408 | 2 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6 764 | 24,09 | 728 | 33,82 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 22 132 | −43,48 | 2 384 | −39,07 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 935 | 208 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 100 | 0,00 | 11 | 11,11 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 545 151 | −45,95 | 58 713 | −41,72 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 42 434 | 5,03 | 4 570 | 13,26 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 816 | −98,92 | 303 | −98,89 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 22 267 | −8,11 | 2 398 | −0,91 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 18 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 2 055 | −8,95 | 221 | −1,78 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 505 | −28,17 | 54 | −22,86 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 51 | 5 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 6 672 | −39,89 | 719 | −35,20 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 231 | −37,65 | 348 | −32,88 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 2 252 | 0,36 | 243 | 8,04 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18 300 | 79,03 | 1 971 | 93,14 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 15 606 | −9,79 | 1 681 | −2,72 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 2 346 | 0,00 | 253 | 7,69 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 19 309 | 1,12 | 2 080 | 9,02 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 215 | 23 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 3 230 | 18,32 | 348 | 27,57 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 39 572 | −4,59 | 4 262 | 6,85 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9 984 | −59,62 | 1 088 | −55,97 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 209 | −24,45 | 561 | −18,46 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 176 789 | −12,46 | 19 046 | −5,61 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 5 459 | 6,29 | 588 | 14,65 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 32 246 | −3,32 | 3 473 | 4,23 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 181 620 | −8,41 | 19 560 | −5,95 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3 575 | 385 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 16 420 | −0,59 | 1 768 | 7,22 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 54 750 | 5,69 | 5 897 | 13,95 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 13 338 | −34,58 | 1 437 | −29,47 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 969 | −79,24 | 427 | −77,63 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 20 150 | −19,51 | 2 170 | −13,20 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8 253 | −0,79 | 837 | 8,70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 75 002 | 71,65 | 8 078 | 85,08 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 864 | −21,65 | 201 | −15,61 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 11 532 | −5,91 | 1 271 | 10,24 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 800 | −0,62 | 86 | 7,50 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 1 970 | −4,55 | 212 | 2,91 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 1 895 | −10,61 | 204 | −3,32 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 5 000 | −16,30 | 538 | −16,07 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 4 003 | 0,00 | 431 | 8,02 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16 629 | 189,15 | 1 791 | 211,85 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 364 | −53,31 | 255 | −49,70 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 25 895 | −16,55 | 3 | −33,33 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3 342 | −0,98 | 360 | 6,53 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2 433 | −35,87 | 262 | −30,69 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 7 123 | 0,00 | 767 | 7,88 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 32 471 | −18,66 | 3 497 | −12,27 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 125 | −6,15 | 1 306 | 1,16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 063 | −8,58 | 653 | −1,51 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 140 039 | −0,78 | 15 082 | 6,99 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 619 | −8,99 | 170 | −4,52 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21 732 | −0,68 | 2 341 | 7,09 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 981 | −7,65 | 321 | −0,31 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 21 778 | 4,60 | 2 346 | 12,79 | ||||
| 2025-04-18 | 13F | Optivise Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 18 520 | −4,93 | 1 995 | 2,52 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 23 892 | 0,00 | 2 573 | 7,84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 904 | 0,00 | 97 | 7,78 | ||||
| 2025-08-08 | 13F | Creative Planning | 186 454 | −7,11 | 20 081 | 0,16 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 4 996 | 0,00 | 538 | 7,82 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24 096 | 18,58 | 2 595 | 27,90 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 169 103 | 2,29 | 18 212 | 10,30 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 2 682 | −2,51 | 289 | 5,11 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 26 | 0,00 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 810 | 1,84 | 410 | 9,92 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 142 405 | −1,13 | 15 337 | 6,62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6 600 | 4,76 | 711 | 12,88 | |||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 6 587 | −52,07 | 709 | −48,32 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 76 873 | −4,52 | 8 | −99,90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 70 912 | −59,83 | 7 635 | −56,70 |
