Grundläggande statistik
| Institutionella ägare | 683 total, 682 long only, 0 short only, 1 long/short - change of 7,37% MRQ |
| Genomsnittlig portföljallokering | 0.8950 % - change of −0,15% MRQ |
| Institutionella aktier (lång) | 132 574 557 (ex 13D/G) - change of 13,08MM shares 10,94% MRQ |
| Institutionellt värde (lång) | $ 9 166 690 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (US:SPHQ) har 683 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 132,574,557 aktier. Största aktieägare inkluderar LPL Financial LLC, Ameriprise Financial Inc, Cliftonlarsonallen Wealth Advisors, Llc, Wealth Enhancement Advisory Services, Llc, Morgan Stanley, Fmr Llc, Bank Of America Corp /de/, Wells Fargo & Company/mn, Fifth Third Bancorp, and Raymond James Financial Inc .
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (ARCA:SPHQ) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 8, 2025 is 72,38 / share. Previously, on September 9, 2024, the share price was 65,18 / share. This represents an increase of 11,05% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Berkeley, Inc | 60 768 | 4 330 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 562 882 | 1,78 | 35 766 | 7,03 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 13 680 | 89,47 | 975 | 103,77 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 10 457 | −2,67 | 745 | 4,63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11 370 990 | 13,21 | 810 297 | 21,60 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6 947 | −1,10 | 495 | 6,45 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 18 717 | −14,06 | 1 242 | −14,94 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3 127 | −1,70 | 223 | 5,21 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 3 074 | −10,98 | 219 | −4,37 | ||||
| 2025-08-14 | 13F | Comerica Bank | 93 975 | 20,96 | 6 697 | 29,94 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 21 514 | 0,07 | 1 533 | 7,50 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 465 181 | −3,91 | 33 149 | 3,22 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 46 236 | −12,40 | 3 295 | −5,91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 3 322 | 0,00 | 237 | 7,27 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 53 442 | 3,93 | 3 794 | 11,23 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 403 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 73 637 | 1 218,01 | 5 247 | 1 318,11 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 449 341 | 38,38 | 32 021 | 48,64 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10 429 | −16,57 | 743 | −10,37 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 220 | 16 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 24 181 | 1,08 | 1 723 | 8,57 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8 481 | 0,00 | 604 | 7,47 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 162 433 | 4,40 | 82 835 | 12,15 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 102 749 | 3,22 | 7 322 | 10,89 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 253 263 | 6,78 | 18 048 | 14,69 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 12 891 | 0,00 | 919 | 7,37 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 7 531 | −78,23 | 537 | −76,63 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 36 520 | −3,21 | 2 602 | 3,96 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 150 962 | −0,28 | 10 758 | 7,12 | ||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 10 001 | −18,70 | 713 | −12,75 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 3 989 | 5,28 | 284 | 13,15 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6 638 | −21,56 | 473 | −15,69 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 50 181 | 3 576 | ||||||
| 2025-07-21 | 13F | AEGON USA Investment Management, LLC | 5 725 | 0,00 | 408 | 7,39 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 39 247 | 0,18 | 2 797 | 7,62 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 843 952 | 9,61 | 131 400 | 17,74 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 4 495 | 0,00 | 320 | 7,38 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 1 345 602 | 100,81 | 95 888 | 115,70 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 11 175 | −49,04 | 800 | −42,07 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 13 240 | 0,18 | 943 | 7,65 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 74 699 | 216,32 | 5 323 | 236,47 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 070 | 7,28 | 504 | 15,10 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 613 851 | 2,10 | 43 743 | 9,67 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 192 801 | 1,84 | 13 739 | 9,39 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 29 919 | −6,74 | 2 144 | 1,28 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1 082 | 77 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 6 104 | 26,38 | 435 | 34,37 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 21 720 | 1 548 | ||||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 10 284 | −49,07 | 733 | −45,33 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 6 395 | 0,02 | 456 | 7,31 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 24 945 | −3,82 | 1 778 | 3,31 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 136 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 106 025 | −35,51 | 7 555 | −30,73 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 14 882 | 0,00 | 1 060 | 7,40 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 112 901 | 52,16 | 8 045 | 63,45 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4 300 | 0,00 | 306 | 7,37 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 14 214 | 46,64 | 1 013 | 57,39 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 8 268 | 106,39 | 598 | 127,38 | ||||
| 2025-08-07 | 13F | PFG Advisors | 10 148 | 1,11 | 723 | 8,72 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 350 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 108 063 | 1,40 | 7 701 | 8,91 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 14 805 | −1,14 | 1 055 | 6,24 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 50 527 | 40,59 | 3 601 | 51,01 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4 242 | 1,00 | 302 | 8,63 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4 209 | 300 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 276 | 0,00 | 20 | 5,56 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 3 137 | −32,68 | 224 | −27,83 | ||||
| 2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 41 747 | 35,37 | 2 762 | 28,36 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 752 029 | −0,64 | 53 590 | 6,72 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 16 496 | −39,51 | 1 176 | −35,05 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 243 | 17 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 040 | 0,00 | 74 | 8,82 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 313 | 22 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | Johnson Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 517 | −8,03 | 251 | −1,19 | ||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 118 | 0,00 | 8 | 14,29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 208 184 | 458,91 | 14 835 | 500,36 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 40 364 | −76,56 | 3 | −81,82 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 5 886 | −1,29 | 419 | 6,08 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 205 | 0,00 | 86 | 7,59 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 262 | 28,43 | 19 | 38,46 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Rocky Mountain Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 464 | 33 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 16 977 | 94,40 | 1 210 | 108,81 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19 382 | 14,82 | 1 381 | 23,41 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 166 | −6,97 | 439 | 0,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 64 640 | 1,60 | 4 606 | 9,15 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 20 013 | 7,39 | 1 426 | 15,37 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 259 665 | −0,38 | 18 504 | 7,01 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 199 249 | 2,24 | 14 198 | 9,82 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 129 | 0,00 | 9 | 0,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 65 016 | −4,27 | 4 633 | 2,84 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 6 152 | 0,00 | 438 | 7,35 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 745 | 97,61 | 53 | 112,00 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 11 674 | 11,74 | 832 | 19,91 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 10 855 | 13,26 | 774 | 21,73 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 77 | 1,32 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 254 108 | 3,76 | 18 108 | 11,46 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 528 | 0,00 | 38 | 5,71 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2 847 | 203 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13 141 | −94,30 | 936 | −93,88 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 312 | 22 | ||||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 108 212 | −6,78 | 7 711 | 0,14 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 126 418 | −4,41 | 9 009 | 2,68 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4 303 | −6,33 | 307 | 0,99 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 115 321 | 53,53 | 8 218 | 64,93 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-17 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 109 651 | −1,63 | 7 253 | −6,73 | ||||
| 2025-06-17 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 145 115 | 8,39 | 9 599 | 2,78 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 120 350 | −29,18 | 8 576 | −23,92 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 57 505 | −8,46 | 4 098 | −1,68 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 4 929 | 0,88 | 351 | 8,33 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 67 660 | −4,52 | 4 821 | 2,55 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 53 835 | 0,70 | 3 836 | 8,18 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 5 083 | 0,16 | 362 | 7,74 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4 668 | 333 | ||||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 212 | 1,25 | 86 | 8,86 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 701 | −1,25 | 477 | 6,00 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 10 270 | 0,03 | 732 | 7,34 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 229 618 | −3,17 | 16 363 | 4,01 | ||||
| 2025-05-12 | 13F | American Alpha Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 37 446 | 7,11 | 2 668 | 15,05 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 3 | 0 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 227 | −24,08 | 16 | −15,79 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 151 355 | 6,33 | 10 786 | 14,21 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 4 312 | 0,00 | 307 | 7,34 | ||||
| 2025-04-25 | 13F | Saxon Interests, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10 330 | 14,56 | 749 | 23,43 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 752 | −1,70 | 54 | 6,00 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 2 995 | 213 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 5 705 | 14,10 | 407 | 22,66 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 48 910 | 21,86 | 3 485 | 30,92 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 38 017 | 40,49 | 2 709 | 50,92 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 9 506 | 1,41 | 677 | 9,02 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 71 | 0,00 | 5 | 25,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 12 237 | −5,24 | 1 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 4 000 | 0,00 | 285 | 7,55 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 2 943 | 210 | ||||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Little House Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 442 | 0,00 | 31 | 6,90 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 11 366 | −0,21 | 810 | 7,15 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 515 | 0,00 | 37 | 5,88 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 642 | −99,73 | 46 | −99,71 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 61 968 | 38,92 | 4 416 | 49,21 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 469 548 | 7,41 | 33 516 | 15,57 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 31 217 | 171,55 | 2 225 | 191,86 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 39 052 | 33,64 | 2 830 | 51,58 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 718 | 0,00 | 51 | 8,51 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 7 219 | −4,57 | 514 | 2,59 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 74 193 | 0,78 | 5 287 | 8,25 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 58 571 | 18,44 | 4 174 | 25,92 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 78 120 | −2,82 | 5 571 | 4,52 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 527 | 0,00 | 38 | 8,82 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 41 900 | 7,23 | 2 986 | 15,16 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 28 829 | −0,49 | 2 | 100,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8 253 | −2,48 | 588 | 4,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 109 242 | −0,39 | 7 785 | 7,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 762 266 | 22,40 | 54 319 | 31,48 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 16 986 | 17,27 | 1 210 | 26,04 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 771 432 | −1,54 | 55 | 5,88 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9 247 520 | 67,96 | 658 846 | 80,41 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 23 208 | −0,92 | 1 654 | 6,44 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 13 202 | 7,79 | 941 | 15,76 | ||||
| 2025-07-11 | 13F | Bell Bank | 26 287 | 6,48 | 1 873 | 14,42 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 799 | 22,78 | 413 | 31,95 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 5 461 | −2,43 | 389 | 4,85 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 33 383 | −3,81 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 9 152 | 0,00 | 652 | 7,41 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 94 910 | 4,56 | 6 763 | 12,32 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 20 759 | 1 479 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 21 589 | 28,00 | 1 538 | 36,11 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 153 | 11 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 3 227 | 3,26 | 230 | 10,63 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 3 782 | 0,00 | 270 | 7,60 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 8 021 | 572 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 586 | 0,14 | 398 | 7,57 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 4 193 | −0,29 | 299 | 7,19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 559 | −31,62 | 1 608 | −25,81 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 3 966 | −26,23 | 283 | −20,79 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 18 606 | 27,25 | 1 326 | 36,60 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 58 426 | 137,01 | 4 163 | 154,62 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 158 397 | 0,62 | 11 287 | 8,09 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 4 269 | 0,00 | 304 | 7,42 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 215 | 0,00 | 15 | 7,14 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 510 | 0,00 | 36 | 9,09 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3 097 | −42,06 | 221 | −37,85 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 97 041 | −5,66 | 6 915 | 1,35 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 111 | 0,00 | 8 | 0,00 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 165 666 | 33,78 | 11 805 | 43,70 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 183 | 0,00 | 12 | 0,00 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 395 | 0,00 | 28 | 7,69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 213 454 | 242,61 | 15 211 | 268,01 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 54 463 | 3,18 | 3 881 | 10,85 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 29 846 | 17,48 | 2 082 | 24,82 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 625 | −15,69 | 1 042 | −9,39 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 65 065 | −11,34 | 4 637 | −4,77 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 106 | 8 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 451 | 0,00 | 32 | 10,34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 15 296 | 207,27 | 1 090 | 230,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 79 137 | 372,63 | 5 639 | 408,02 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 60 879 | −26,17 | 4 338 | −20,84 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 611 | 20,04 | 44 | 30,30 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 39 957 | 2 852 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 12 277 | −2,22 | 875 | 5,05 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3 548 | −25,57 | 253 | −20,25 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 283 226 | 20 183 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 89 | 0,00 | 6 | 20,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 53 | 140,91 | 4 | 200,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 306 | 349,80 | 236 | 389,58 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 700 | −84,81 | 49 | −83,93 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10 362 | 10,46 | 738 | 18,65 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3 468 | 3,65 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 518 299 | 1,15 | 36 934 | 8,66 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 7 435 | −2,66 | 530 | 4,55 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 23 190 | 398,60 | 1 653 | 436,36 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 250 | −29,97 | 18 | −26,09 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 93 206 | −7,79 | 6 642 | −1,98 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5 145 | 367 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 37 500 | 70,45 | 2 672 | 83,14 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 60 197 | 1,24 | 4 290 | 8,75 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13 376 | 2,65 | 953 | 10,30 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 218 855 | −1,50 | 15 596 | 5,80 | ||||
| 2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 6 777 | 0,00 | 483 | 7,35 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 12 050 | 0,00 | 859 | 7,38 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4 262 | 304 | ||||||
| 2025-07-31 | 13F | City State Bank | 111 | 0,00 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4 898 | 0,49 | 349 | 8,05 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 24 286 | 29,00 | 1 611 | 21,58 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 98 361 | 9,15 | 7 009 | 17,25 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 5 634 | 0,00 | 401 | 6,93 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 544 | 0,00 | 39 | 5,56 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 10 448 | 745 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 201 653 | −13,18 | 14 | −6,67 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 15 535 | 1,08 | 1 107 | 8,64 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 13 327 | 4,64 | 950 | 12,44 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 9 315 | 0,01 | 664 | 7,46 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 31 520 | 125,38 | 2 246 | 142,29 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 178 | 0,00 | 13 | 9,09 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 129 | 9 | ||||||
| 2025-04-15 | 13F | Collier Financial | 60 380 | −62,72 | 4 006 | −63,11 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 87 540 | 0,87 | 6 238 | 8,36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 261 438 | 71,31 | 18 630 | 84,02 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 132 133 | −17,43 | 9 416 | −11,31 | ||||
| 2025-05-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 26 226 | 2,75 | 1 869 | 10,34 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 7 944 | 71,58 | 566 | 84,36 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6 935 | 7,77 | 494 | 15,96 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 53 027 | −1,08 | 3 779 | 6,24 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16 246 | 4,27 | 1 158 | 12,00 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 4 458 | −3,78 | 318 | 3,26 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2 343 | −23,68 | 167 | −18,23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12 430 | −20,50 | 1 | −100,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 919 | 0,11 | 66 | 8,33 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 17 636 | 11,01 | 1 257 | 19,28 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 251 | 0,00 | 18 | 6,25 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 143 503 | −2,88 | 10 226 | 4,33 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 103 910 | 15,20 | 7 405 | 23,75 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 6 961 | 1,19 | 496 | 8,77 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 69 776 | −9,87 | 4 972 | −3,17 | ||||
| 2025-07-17 | 13F | KWB Wealth | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 794 | 270 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 8 906 | 0,00 | 635 | 7,46 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 3 521 | 0,00 | 251 | 7,30 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6 248 | 0,27 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 146 | −17,08 | 82 | −10,99 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4 226 | 0,86 | 301 | 8,66 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 56 827 | 4 049 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5 857 | 0,00 | 417 | 7,47 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 70 | 5 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 11 923 | 0,00 | 850 | 7,47 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 261 553 | 1 264,39 | 18 638 | 1 366,40 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 271 921 | 82,66 | 19 377 | 96,20 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 213 726 | −1,65 | 15 230 | 5,65 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 123 136 | 38,26 | 8 775 | 48,51 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5 396 | 0,00 | 385 | 7,56 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 516 681 | 7,56 | 108 079 | 15,54 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 28 063 | −3,97 | 2 000 | 3,15 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 9 215 | −48,37 | 657 | −44,59 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 32 400 | 2 309 | ||||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 34 190 | 5,48 | 2 436 | 13,30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 510 147 | 21,63 | 178 874 | 30,65 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7 426 | −3,22 | 529 | 3,93 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 8 517 | 607 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 6 758 | −0,04 | 482 | 7,37 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 22 833 | −1,59 | 1 627 | 5,72 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 10 174 | 10,30 | 725 | 18,66 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 25 143 | −24,77 | 1 792 | −19,22 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 170 539 | 1,86 | 12 153 | 9,42 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 230 707 | −23,65 | 16 440 | −17,98 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 11 930 | 850 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 3 469 | 0,23 | 0 | |||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 82 515 | −8,95 | 5 880 | −2,20 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 13 090 | 0,00 | 933 | 7,37 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 3 835 | 254 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3 039 | 0,00 | 217 | 7,46 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 123 019 | 3,38 | 8 766 | 11,05 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 14 665 | 5,52 | 1 045 | 13,46 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 443 584 | 31 610 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 33 574 | 14,87 | 2 416 | 24,60 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 250 | 825,93 | 18 | 1 600,00 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 185 463 | 2,97 | 13 216 | 10,61 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 182 | 0,00 | 13 | 8,33 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 282 | 0,00 | 20 | 11,11 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 250 785 | −2,22 | 302 911 | 5,03 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 2 957 | 0 | ||||||
| 2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6 795 | −9,94 | 484 | −3,20 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 6 079 | 6,80 | 433 | 14,85 | ||||
| 2025-08-08 | 13F | Creative Planning | 121 204 | 2,28 | 8 637 | 9,87 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 500 | 0,00 | 36 | 6,06 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 4 173 | 0,00 | 297 | 7,61 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 27 952 | 235,00 | 1 992 | 260,04 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 62 | −94,10 | 4 | −94,20 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 850 | 0,00 | 274 | 7,45 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 65 283 | −1,20 | 4 652 | 6,14 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 13 066 | 272,78 | 931 | 301,29 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 42 588 | 3 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 116 571 | 0,50 | 8 307 | 10,28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 791 045 | 19,73 | 197 818 | 27,90 | ||||
| 2025-05-02 | 13F | Hardy Reed LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10 131 | −8,22 | 722 | −1,50 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 803 063 | −27,26 | 57 226 | −21,86 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 9 656 | 0,00 | 688 | 7,50 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 35 498 | 8,53 | 2 530 | 16,60 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 12 287 | −6,70 | 881 | 0,69 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 4 792 | −1,11 | 341 | 6,23 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 82 366 | 0,32 | 5 869 | 7,77 | ||||
| 2025-04-16 | 13F | Ipswich Investment Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 9 465 | 674 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 160 | 0,00 | 11 | 10,00 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 6 004 | −12,39 | 428 | −6,97 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 184 213 | 6,63 | 13 127 | 14,54 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 15 728 | −0,51 | 1 121 | 6,87 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 12 132 | 83,65 | 865 | 99,08 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 400 | 29 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 3 323 | −7,10 | 237 | −0,42 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 36 353 | −1,40 | 2 591 | 5,93 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 62 911 | 195,87 | 4 483 | 217,94 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 258 991 | 12,17 | 374 756 | 20,49 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 200 | 2,13 | 656 | 9,72 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 11 477 | −11,92 | 818 | −5,44 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 18 743 | 202,99 | 1 336 | 225,61 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 27 380 | 33,22 | 1 951 | 43,14 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11 227 | 91,78 | 800 | 106,19 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 390 | 28 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 39 672 | 3,45 | 2 827 | 11,12 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 013 | 72 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 110 242 | 22,69 | 7 856 | 31,80 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 21 985 | −4,07 | 1 445 | −5,99 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 105 800 | 7 539 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 48 563 | 311,69 | 3 465 | 342,97 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 21 399 | 103,70 | 1 525 | 118,97 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 183 | 13 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1 611 | −24,65 | 115 | −19,15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 639 221 | 14,74 | 46 | 25,00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 298 | 92 | ||||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 94 502 | −0,59 | 6 734 | 6,79 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 18 061 | 0,07 | 1 287 | 7,52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 531 359 | −24,75 | 37 865 | −19,17 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 75 471 | 11,56 | 5 378 | 19,86 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 569 374 | 40 574 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 22 907 | 19,13 | 1 632 | 28,00 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 35 430 | −2,21 | 2 525 | 5,04 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 18 472 | 18,94 | 1 316 | 27,77 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 44 305 | 0,23 | 3 157 | 7,67 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 222 150 | 22,09 | 15 830 | 31,14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 228 220 | −0,49 | 16 263 | 5,78 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 115 604 | 8 238 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3 015 | −33,63 | 215 | −28,90 | ||||
| 2025-04-28 | 13F | Smart Money Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 91 138 | −42,02 | 6 497 | −37,65 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 8 343 | 0,89 | 595 | 8,39 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 15 665 | −1,09 | 1 116 | 6,29 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 1 407 188 | −1,45 | 100 276 | 5,86 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 47 078 | 0,04 | 3 355 | 7,47 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 5 230 | 0,00 | 373 | 7,51 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 40 335 | 30,82 | 2 874 | 41,86 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 251 522 | 2,89 | 17 923 | 10,52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 34 995 | 17,44 | 2 494 | 26,16 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 188 | 0,00 | 13 | 8,33 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 2 960 | 211 | ||||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 90 770 | 6 022 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 14 924 | 0,00 | 1 063 | 7,37 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11 834 | −40,81 | 838 | −36,35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 360 942 | 6,45 | 310 761 | 14,34 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 740 | −14,61 | 338 | −8,42 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21 456 | 9,96 | 1 532 | 18,32 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11 655 | 1,83 | 839 | 10,54 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46 053 | −3,38 | 3 282 | 3,76 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 36 931 | −17,21 | 2 632 | −11,08 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 330 058 | 22,86 | 94 780 | 31,97 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8 812 | 32,87 | 628 | 42,82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 13 400 | 318,75 | 955 | 350,00 | |||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 9 032 | 58,23 | 644 | 70,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11 882 | 847 | ||||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 3 795 | 0,00 | 270 | 7,57 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 198 875 | −55,46 | 14 231 | −51,96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 325 096 | −1,01 | 23 166 | 6,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 6 800 | 44,68 | 485 | 55,63 | |||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 6 113 | 0,07 | 436 | 7,41 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Moderate Allocation Fund Class I | 138 302 | −9,72 | 9 855 | −3,03 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 9 569 | −5,13 | 682 | 1,79 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 39 096 | −45,61 | 2 786 | −41,57 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 295 834 | −2,40 | 21 081 | 4,84 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 3 563 | −0,06 | 254 | 7,20 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 5 516 | 393 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 10 969 | 60,41 | 1 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 852 838 | 41,84 | 132 028 | 52,36 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 12 699 | −0,18 | 906 | 7,47 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 507 230 | −4,86 | 36 145 | 2,19 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 1 620 | 115 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 7 808 | −0,80 | 556 | 6,51 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 18 060 | 1,72 | 1 287 | 9,26 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 76 879 | 7,06 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Bank of Marin | 5 793 | 0,00 | 413 | 7,29 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 600 | 0,00 | 43 | 7,69 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 4 954 | 0,00 | 353 | 7,62 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 550 | 0,00 | 39 | 8,33 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4 721 | −1,75 | 336 | 5,66 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 12 419 | 0,15 | 885 | 7,54 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 427 025 | 9,42 | 30 430 | 17,53 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 171 006 | −82,79 | 12 186 | −81,52 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 589 | −4,12 | 470 | 3,99 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6 911 | 65,49 | 492 | 77,62 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 5 195 | −8,84 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 27 | 0,00 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 127 435 | −42,38 | 9 081 | −38,11 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 400 | 1,27 | 28 | 7,69 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 9 546 | −0,76 | 633 | −1,71 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 517 | 0,00 | 0 | |||||
| 2025-08-28 | NP | RULE - Adaptive Core ETF | 5 844 | −11,53 | 416 | −5,02 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 5 020 | 0,00 | 358 | 7,21 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 144 854 | 5,58 | 10 322 | 13,42 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 18 780 | −15,02 | 1 338 | −8,73 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3 795 | 270 | ||||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 432 589 | 15,94 | 30 826 | 24,54 | ||||
| 2025-05-01 | 13F | APCM Wealth Management for Individuals | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 52 | 0,00 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 22 664 | 87,57 | 1 615 | 101,62 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 17 524 | −8,43 | 1 | 0,00 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 9 276 | −4,43 | 661 | 2,64 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 718 | 0,00 | 51 | 8,51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 32 | 0,00 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 572 147 | 40 771 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 2 079 | −58,32 | 0 | |||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 444 206 | 2,64 | 102 914 | 10,25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 303 306 | 43,27 | 21 614 | 53,89 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 158 963 | 11 328 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2 898 | 207 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 104 976 | 1,96 | 6 944 | −3,31 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 71 948 | −0,94 | 4 773 | −1,95 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 300 | 0,00 | 21 | 10,53 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 70 283 | 5 008 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 5 248 | 0,00 | 374 | 7,18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 296 767 | 18,87 | 306 188 | 27,69 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 7 049 | 502 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 282 958 | 3,66 | 20 164 | 11,35 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 17 985 | −2,04 | 1 282 | 5,26 | ||||
| 2025-05-01 | 13F | Alaska Permanent Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 15 760 | 24,56 | 1 123 | 33,85 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14 612 | 15,35 | 1 041 | 23,93 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 18 749 | 0,00 | 1 336 | 7,48 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 17 947 | 305,58 | 1 292 | |||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 5 045 | 0,00 | 360 | 7,49 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3 424 | 250 | ||||||
| 2025-08-05 | 13F | Next Capital Management LLC | 14 621 | 217,30 | 1 042 | 241,31 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 156 888 | 3,78 | 11 180 | 11,48 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Aggressive Allocation Fund Class I | 71 787 | −8,81 | 5 116 | −2,05 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 262 327 | 3,61 | 18 693 | 11,29 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 539 | 0,00 | 36 | 2,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 678 247 | 9,35 | 119 592 | 17,46 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 40 | 0,00 | 3 | 0,00 | ||||
| 2025-04-30 | 13F | Aspen Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2 859 | 206 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11 242 | 12,48 | 801 | 20,81 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 22 701 | −8,42 | 1 618 | −1,64 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 10 021 | 2,58 | 1 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 20 446 | −67,03 | 1 457 | −64,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 159 039 | −5,79 | 82 593 | 1,19 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 466 | 247 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 35 313 | 30,83 | 2 516 | 40,56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 441 199 | 17,07 | 31 | 24,00 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 335 | 0,00 | 24 | 4,55 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 7 032 | 3,84 | 501 | 11,58 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 3 024 | −94,71 | 215 | −94,33 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 3 638 | 19,75 | 259 | 28,86 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 141 025 | 10 049 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Conservative Allocation Fund Class I | 43 648 | −4,16 | 3 110 | 2,95 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 35 244 | −33,32 | 2 512 | −28,38 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 18 828 | 12,72 | 1 342 | 21,12 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 8 710 | −10,64 | 622 | −3,72 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 152 334 | 7,82 | 10 855 | 15,82 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 91 755 | 3,85 | 6 538 | 11,55 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 83 | 6 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 20 298 | 1 446 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 533 | 394 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 126 785 | 17,21 | 9 035 | 25,91 | ||||
| 2025-05-20 | 13F | Anchor Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 148 383 | 13,44 | 10 574 | 21,85 | ||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 3 020 | 0,00 | 215 | 7,50 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 7 438 | 47,32 | 1 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 32 848 | 0,68 | 2 341 | 8,13 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 170 250 | 0,00 | 12 132 | 7,42 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 165 | 0,00 | 12 | 10,00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 738 | 0,00 | 53 | 8,33 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13 971 | −1,23 | 996 | 6,08 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 332 014 | 3,88 | 23 659 | 11,59 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4 095 | −16,67 | 292 | −10,46 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 5 072 | 361 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 4 550 | 324 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 10 087 | −6,39 | 719 | 0,56 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 3 163 | 225 | ||||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 694 | 477 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 7 300 | 0,00 | 523 | 8,28 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 11 013 | 2,25 | 785 | 9,80 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 3 468 | 0,00 | 247 | 7,39 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 211 | 15 | ||||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 9 461 | −0,24 | 674 | 7,15 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 5 069 | 21,04 | 361 | 30,32 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 2 005 | 0,00 | 143 | 6,77 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 178 | 0,00 | 13 | 9,09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 75,00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 22 476 | −3,48 | 1 602 | 3,69 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 8 653 | −5,42 | 617 | 1,65 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 5 500 | 0,00 | 392 | 7,42 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 138 360 | 7,30 | 9 860 | 15,27 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24 628 | 8,66 | 1 755 | 16,77 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 389 | 0,00 | 28 | 8,00 | ||||
| 2025-07-30 | 13F | Dupree Financial Group, LLC | 11 008 | −1,41 | 784 | 5,95 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2 643 | 0,00 | 188 | 7,43 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 636 600 | 153,42 | 45 364 | 172,23 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 191 | 18,01 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8 192 | −7,14 | 584 | −0,34 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 120 548 | 0,10 | 8 590 | 7,52 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 612 | 329 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 141 | 0,00 | 10 | 11,11 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 27 280 | 495,24 | 1 944 | 532,90 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17 875 | −41,38 | 1 274 | −37,04 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 5 035 | 0,02 | 359 | 7,51 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3 238 | −54,80 | 231 | −51,58 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 500 | 0,00 | 178 | 7,88 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 328 | −71,23 | 23 | −69,33 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 906 | 65 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 324 | −57,47 | 166 | −54,42 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 81 134 | 22,99 | 5 782 | 32,11 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 26 916 | 102,38 | 1 918 | 117,46 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 7 381 | 527 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 36 415 | 451,91 | 2 595 | 493,59 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 31 207 | −1,16 | 2 224 | 6,16 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 5 363 | 0,19 | 382 | 7,61 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 40 331 | 14,19 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 10 774 | 17,76 | 768 | 26,57 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 14 421 | 49,53 | 1 028 | 60,72 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 4 455 | 40,67 | 317 | 50,95 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 201 | 666,75 | 656 | 729,11 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 320 290 | 6,33 | 94 084 | 14,22 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 24 331 | −0,08 | 1 710 | 11,47 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 51 603 | 3 677 | ||||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 207 432 | −0,83 | 14 782 | 6,53 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 14 999 | 20,99 | 1 069 | 29,93 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 13 906 | 0,00 | 991 | 7,38 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 24 105 | −12,21 | 1 718 | −5,71 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 5 229 | 0,06 | 373 | 7,51 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 65 712 | −0,92 | 4 683 | 6,43 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 278 848 | 10,59 | 19 871 | 18,80 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 338 | 24 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 420 646 | −3,65 | 29 975 | 3,49 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 429 791 | 3,22 | 30 627 | 10,87 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 493 | 0,00 | 35 | 9,38 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 17 122 | 72,84 | 1 220 | 85,69 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 46 250 | −0,01 | 3 296 | 7,40 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 130 753 | 113,06 | 9 318 | 128,86 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 430 | 0,00 | 31 | 7,14 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 7 778 | 0,00 | 554 | 7,57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 174 560 | 2,14 | 12 439 | 8,59 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 21 339 | 1 521 | ||||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 156 118 | −0,32 | 11 125 | 7,07 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 8 811 | 628 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 205 459 | 6,41 | 14 641 | 14,30 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 208 | 0,09 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 3 855 | −31,72 | 275 | −26,74 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 16 542 | 23,81 | 1 193 | 34,54 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 21 767 | 78,02 | 1 551 | 91,25 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 6 278 | 0,00 | 447 | 7,45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 15 394 | 0,00 | 1 097 | 20,31 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 9 119 | 7,16 | 650 | 15,07 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1 114 | 0,00 | 79 | 8,22 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 102 787 | −2,28 | 7 325 | 4,97 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 70 102 | 4,32 | 4 995 | 12,05 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 10 056 | 717 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 5 397 | 57,30 | 385 | 69,16 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6 230 | −1,97 | 453 | 7,36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 30 011 | 5,07 | 2 139 | 12,88 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2 976 | 212 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 3 510 | 250 | ||||||
| 2025-08-14 | 13F | Barnett & Company, Inc. | 3 094 | −2,31 | 220 | 4,76 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 375 908 | −19,78 | 26 787 | −13,83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 67 793 | −5,78 | 4 831 | 1,19 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 19 337 | 1 378 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 57 697 | 943,35 | 4 111 | 1 023,22 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 532 920 | −2,22 | 37 976 | 5,04 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 3 330 | 0,00 | 221 | 0,00 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 5 815 | −80,84 | 414 | −79,43 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1 349 | 0,00 | 96 | 7,87 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 610 919 | 0,82 | 43 534 | 8,30 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 575 902 | 32,03 | 111 590 | 42,25 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 10 356 | 0,96 | 738 | 8,38 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 305 | 0,00 | 22 | 5,00 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 91 488 | 3,07 | 6 519 | 10,72 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 11 183 | 797 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 784 | 36,08 | 127 | 47,67 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 192 | −23,51 | 14 | −18,75 | ||||
| 2025-07-29 | 13F | Creekside Partners | 2 960 | 211 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 32 184 | −11,08 | 2 293 | −4,50 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 127 155 | 9 121 | ||||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 55 705 | −41,55 | 3 970 | −37,22 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 050 | 0,00 | 70 | −1,43 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 234 262 | 7,99 | 16 694 | 16,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 57 408 | −10,94 | 4 091 | −4,35 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 9 047 | 69,90 | 645 | 82,44 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 197 | 14 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 61 782 | 4 403 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 382 566 | 26,10 | 27 262 | 35,45 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 17 560 | −3,42 | 1 251 | 3,73 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 73 681 | 2,36 | 5 251 | 9,95 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 597 | 0,00 | 43 | 7,69 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 91 084 | −2,17 | 6 491 | 5,08 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 248 507 | 1,68 | 17 709 | 9,22 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 662 | 10,52 | 47 | 20,51 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 3 209 | 0,00 | 229 | 7,55 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 6 160 | −66,47 | 439 | −64,04 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 522 195 | 37 212 | ||||||
| 2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 4 339 | −17,27 | 309 | −10,95 | ||||
| 2025-04-14 | 13F | Toth Financial Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7 461 240 | −2,35 | 538 030 | 6,15 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 101 345 | 1,18 | 7 222 | 8,68 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 190 101 | 13 547 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3 290 | 0,00 | 234 | 7,34 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 19 260 | 0,00 | 1 372 | 7,44 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 115 604 | 3,74 | 8 238 | 11,43 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11 900 | 15,10 | 848 | 23,80 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 14 | 0,00 | 1 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 226 | 0,00 | 16 | 14,29 | ||||
| 2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 8 336 | −1,77 | 594 | 5,69 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 2 817 | 201 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 12 001 | 9,35 | 855 | 17,45 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 2 892 | 206 | ||||||
| 2025-08-05 | 13F | Burney Co/ | 4 691 | 22,16 | 334 | 31,50 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 8 043 049 | 4,13 | 573 148 | 11,85 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 14 200 | 0,00 | 1 012 | 7,32 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 26 256 | 181,32 | 1 871 | 202,26 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 668 272 | 2,85 | 190 141 | 10,48 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 139 567 | 0,00 | 9 946 | 7,42 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 3 514 | 250 | ||||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 6 165 | −6,31 | 439 | 0,69 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 462 | 0,00 | 33 | 6,67 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 167 | 0,00 | 12 | 0,00 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 5 833 | 416 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 64 565 | 19,97 | 4 601 | 28,85 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 102 | −95,57 | 7 | −95,39 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 28 367 | −0,61 | 2 021 | 6,76 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 212 780 | 4,45 | 15 163 | 12,19 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 8 509 | 119,19 | 606 | 135,80 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1 165 | 0,00 | 83 | 7,79 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 20 272 | 0,23 | 1 445 | 7,68 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 44 721 | −11,85 | 3 187 | −5,32 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 75 487 | 2 930,39 | 5 379 | 3 160,00 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 11 173 | 796 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 200 | 0,00 | 86 | 7,59 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 743 | 0,00 | 124 | 7,83 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 12 035 | 0,00 | 858 | 7,39 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 15 716 | 1 120 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7 072 | −0,41 | 504 | 6,79 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 60 227 | 17,18 | 4 292 | 25,87 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8 983 | −0,56 | 640 | 6,84 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14 642 | −4,85 | 1 043 | 2,25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 869 397 | 61,21 | 275 733 | 73,17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 659 192 | 3,68 | 474 534 | 11,37 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 831 | 0,12 | 59 | 7,27 | ||||
| 2025-05-14 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 21 778 | 52,59 | 1 552 | 64,06 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 6 847 | 488 |
