Grundläggande statistik
| Institutionella ägare | 789 total, 786 long only, 0 short only, 3 long/short - change of 0,13% MRQ |
| Genomsnittlig portföljallokering | 0.5733 % - change of 18,49% MRQ |
| Institutionella aktier (lång) | 63 256 365 (ex 13D/G) - change of −2,60MM shares −3,95% MRQ |
| Institutionellt värde (lång) | $ 4 357 337 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF (US:SPLV) har 789 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 63,256,365 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Fmr Llc, Ameriprise Financial Inc, Wells Fargo & Company/mn, Royal Bank Of Canada, Invesco Ltd., Commonwealth Equity Services, Llc, and Raymond James Financial Inc .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF (ARCA:SPLV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 73,35 / share. Previously, on September 16, 2024, the share price was 71,76 / share. This represents an increase of 2,22% 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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-11-06 | Invesco Ltd. | 8,958,990 | 1,453,289 | -83.78 | 1.40 | -80.00 |
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Prospera Financial Services Inc | 258 645 | 13,55 | 18 836 | 10,66 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 12 650 | 225,36 | 921 | 217,59 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12 610 | 918 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spinnaker Trust | 3 076 | 0,00 | 224 | −2,62 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 8 445 | 0,00 | 615 | −2,54 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 320 603 | −1,12 | 23 | −4,17 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 13 455 | 0,00 | 980 | −2,59 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 41 669 | −2,12 | 3 034 | −4,59 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 46 850 | 3 412 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 4 305 | 0,00 | 314 | −2,49 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 27 991 | 2,14 | 2 038 | −0,44 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 21 565 | −9,16 | 1 570 | −11,45 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 700 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11 911 | 437,02 | 867 | 425,45 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4 672 | 0,00 | 340 | −2,58 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 33 295 | 12,98 | 2 425 | 10,13 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 60 | 0,00 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 11 200 | 0,00 | 816 | −2,51 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 159 090 | −0,86 | 11 585 | −3,38 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 9 730 | −15,92 | 709 | −18,06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 37 000 | 11,51 | 2 694 | 16,02 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 778 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 262 | 10,27 | 383 | 7,58 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 405 | 0,00 | 29 | −3,33 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 10 065 | 0,35 | 1 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15 756 | 0,46 | 1 147 | −2,05 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 14 989 | 0,46 | 1 092 | −2,06 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 121 | 0,00 | 9 | −11,11 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 8 009 | 583 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 23 942 | 23,05 | 1 757 | 20,84 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 14 837 | 0,01 | 1 080 | −2,53 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 18 421 | 359,49 | 1 341 | 348,49 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 913 | 1,04 | 0 | |||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 28 902 | 33,80 | 2 105 | 30,36 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3 504 | 6,93 | 255 | 4,51 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 977 | 0,10 | 71 | −1,39 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 60 480 | 0,60 | 4 404 | −1,96 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 18 | 0,00 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 42 367 | 3 085 | ||||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 3 173 | −2,10 | 231 | −4,55 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15 034 | 1 095 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 24 187 | 0,00 | 1 761 | −2,55 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 20 006 | −0,29 | 1 457 | −2,87 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 15 747 | 12,49 | 1 147 | 9,56 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 32 922 | −5,06 | 2 397 | −7,49 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 3 612 | 0,00 | 263 | −2,23 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 285 | 790,62 | 21 | 950,00 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 9 226 | −1,94 | 672 | −4,55 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 567 | 171,45 | 619 | 166,38 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 161 | 0,05 | 0 | |||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 37 719 | 2 747 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 294 330 | 151,18 | 21 433 | 144,81 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 946 | −2,28 | 433 | −4,63 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 1 465 | −7,86 | 107 | −10,17 | ||||
| 2025-08-13 | 13F | Diametric Capital, LP | 49 685 | 3 618 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3 125 | −3,40 | 228 | −5,81 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 2 116 | 0,47 | 154 | −1,91 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 18 885 | 21,27 | 1 375 | 18,23 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 10 587 | 0,27 | 771 | −2,28 | ||||
| 2025-05-14 | 13F | Quantitative Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 6 487 | 472 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 5 133 | −3,75 | 374 | −6,28 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 40 878 | −15,81 | 2 977 | −14,53 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 59 330 | 83,92 | 4 320 | 79,25 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 710 | −2,45 | 197 | −4,83 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 140 794 | −5,19 | 83 073 | −7,60 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 7 630 | 0,00 | 556 | −2,63 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 3 906 | −0,31 | 284 | −2,74 | ||||
| 2025-08-07 | 13F | PFG Advisors | 157 849 | 7,87 | 11 495 | 5,12 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 3 482 | 0,00 | 254 | −2,69 | ||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 748 955 | 54 539 | ||||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 66 540 | 4 845 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 89 099 | 6 | ||||||
| 2025-07-17 | 13F | Avondale Wealth Management | 724 | 0,00 | 53 | −3,70 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 446 | −97,76 | 251 | −97,82 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 959 | 0,00 | 72 | 5,97 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 8 588 | −18,91 | 625 | −20,99 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 70 020 | −2,69 | 5 099 | −5,17 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 3 026 | −6,58 | 220 | −9,09 | ||||
| 2025-05-15 | 13F | Toronto Dominion Bank | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3 384 | 3,77 | 246 | 1,23 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 70 876 | 9,67 | 5 161 | 6,90 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 6 373 | −6,29 | 464 | −8,66 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 670 | 0,00 | 49 | −4,00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 4 700 | 342 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 4 700 | 342 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 9 402 | 0,00 | 685 | −2,56 | ||||
| 2025-04-21 | 13F | Warner Financial, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2 868 | 1,27 | 209 | −1,42 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 2 724 | −46,91 | 204 | −31,65 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 5 134 | 0,00 | 374 | −2,61 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Arrow Investment Advisors, LLC | 51 863 | 3 777 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 3 173 | 0,00 | 231 | −2,53 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2 863 | −2,39 | 0 | |||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 239 | 0,00 | 17 | 0,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 40 820 | −4,51 | 2 973 | −6,95 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2 018 | −11,99 | 147 | −8,75 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 3 639 | 0,00 | 265 | −2,58 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 24 527 | −0,38 | 1 786 | −2,88 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 4 342 | 0,44 | 316 | −2,17 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 3 197 | 233 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 637 | 0,31 | 46 | −2,13 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 18 809 | 7,83 | 1 370 | 5,07 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 42 583 | 6,27 | 3 101 | 3,54 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 12 918 | 0,00 | 941 | −2,59 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 10 361 | 754 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 6 447 | 0,11 | 469 | −2,49 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 3 874 | 0,00 | 282 | −2,42 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 12 593 | −0,59 | 917 | −3,07 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 216 | 16 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 89 436 | 80,57 | 6 513 | 76,00 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Romano Brothers And Company | 5 950 | 1,71 | 433 | −0,92 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 13 883 | −0,86 | 1 011 | −3,44 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 222 262 | −0,05 | 16 185 | −2,59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 679 | −99,55 | 49 | −99,57 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 96 009 | 4,86 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 670 | 0,00 | 413 | −2,60 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 256 | 19 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 15 155 | 1 104 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 17 289 | 33,55 | 1 259 | 30,09 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 41 257 | 0,73 | 3 004 | −1,83 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 58 753 | −12,91 | 4 309 | −14,52 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 10 453 | 0,00 | 761 | −2,56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 4 009 | 0,00 | 292 | −2,68 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2 718 | −2,89 | 198 | −5,74 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 21 723 | 0,34 | 1 582 | −2,23 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 210 | −7,84 | 88 | −10,20 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 126 623 | 20,94 | 9 221 | 17,86 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 34 022 | −2,48 | 2 477 | −4,95 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 18 905 | −0,77 | 1 377 | −3,30 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 19 100 | −0,08 | 1 391 | −2,66 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3 264 | 0,00 | 238 | −2,47 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5 853 | −3,43 | 427 | −5,75 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 6 992 | −7,73 | 509 | −10,07 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2 984 | −35,98 | 217 | −37,64 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 52 912 | 16,92 | 3 853 | 13,96 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 18 829 | −3,42 | 1 370 | −5,71 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 080 259 | −8,17 | 442 765 | −10,51 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 447 398 | 32 580 | ||||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 24 174 | −0,44 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 6 215 | 0,00 | 453 | −2,59 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 34 174 | −0,30 | 2 489 | −2,85 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 826 | 60 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 12 979 | −0,75 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 833 | −10,06 | 133 | −12,50 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3 996 | 291 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 3 720 | 0,00 | 271 | −2,53 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 22 086 | 24,74 | 1 623 | 25,64 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3 106 | 0,49 | 226 | −1,74 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 11 958 | 0,00 | 871 | −2,58 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 016 453 | 26,62 | 147 348 | 23,83 | ||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 10 000 | 0,00 | 728 | −2,54 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 736 | 0,00 | 54 | −1,85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 310 068 | 27,69 | 22 579 | 24,44 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 114 917 | −33,09 | 8 368 | −34,79 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 98 544 | 46,11 | 7 176 | 42,39 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 64 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 5 809 | 423 | ||||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 16 519 | −1,45 | 1 203 | −3,99 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7 207 | −7,69 | 525 | −10,12 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 81 366 | 6,23 | 5 925 | 3,53 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 52 089 | 3 793 | ||||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 6 577 | 0,49 | 479 | −2,25 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 3 652 | 0,00 | 266 | −2,57 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 6 343 | 0,14 | 462 | −2,54 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 458 863 | 5,46 | 33 414 | 2,78 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 7 506 | −1,96 | 547 | −4,55 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 142 708 | 371,48 | 10 392 | 359,62 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 209 | 0,00 | 15 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22 735 | 1 113,83 | 1 656 | 1 090,65 | ||||
| 2025-04-11 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 487 724 | 15,95 | 108 336 | 13,01 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 17 509 | −0,82 | 1 275 | −3,34 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 7 013 | 0,00 | 511 | −2,67 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 8 963 | 9,72 | 653 | 6,89 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 3 668 | 19,91 | 267 | 17,11 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 4 876 | 0,00 | 355 | −2,47 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 149 | 0,00 | 11 | −9,09 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12 918 | −2,65 | 941 | −5,15 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15 097 | 0,33 | 1 099 | −2,22 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 3 387 | −36,38 | 247 | −38,04 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 2 830 | 1,25 | 206 | −0,96 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 2 768 | 0,00 | 202 | −2,43 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 810 | −26,25 | 205 | −28,17 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8 928 | 16,45 | 650 | 13,64 | ||||
| 2025-05-08 | NP | SAPEX - Spectrum Advisors Preferred Fund Investor Class Shares | 13 500 | −41,30 | 1 009 | −32,48 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 36 355 | −1,45 | 2 647 | −3,96 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5 958 | 0,00 | 434 | −2,70 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 52 441 | 547,02 | 3 819 | 531,07 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 15 428 | 5,40 | 1 123 | 2,74 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 80 228 | −41,66 | 5 842 | −43,14 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 8 277 | 0,32 | 603 | −2,27 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 10 591 | 9,13 | 770 | 6,50 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 193 776 | 2,86 | 14 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 143 310 | 7,21 | 10 436 | 4,49 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 4 808 | 1,26 | 354 | 3,52 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 13 288 | −1,72 | 968 | −4,26 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 3 539 | 0,14 | 258 | −2,65 | ||||
| 2025-08-07 | 13F | Merrion Investment Management Co, LLC | 3 500 | 0,00 | 255 | −2,68 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 23 663 | 35,74 | 1 723 | 32,33 | ||||
| 2025-08-25 | NP | DWUS - AdvisorShares Dorsey Wright FSM US Core ETF | 748 955 | 54 539 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1 624 | 0,00 | 119 | −2,48 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 11 579 | −77,82 | 843 | −78,38 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 5 775 | 5,67 | 421 | 2,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13 122 | −18,87 | 956 | −17,74 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4 889 | −16,64 | 356 | −18,72 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 3 155 | 5,17 | 230 | 2,23 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 30 632 | 8,95 | 2 231 | 8,20 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 4 758 | −48,82 | 346 | −50,14 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 8 009 | 0,50 | 583 | −2,02 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 766 | 2,62 | 493 | 0,00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 723 | 0,00 | 53 | −3,70 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 12 693 | −6,38 | 924 | −8,70 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 72 880 | 0,00 | 5 446 | 6,74 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 22 982 | −0,94 | 1 674 | −3,46 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 377 | −1,93 | 319 | −4,50 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 181 | 0,00 | 159 | −2,47 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 739 | 0,00 | 54 | −3,64 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Weaver Consulting Group | 2 762 | 201 | ||||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 4 948 | 0,00 | 360 | −2,44 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 79 124 | −21,69 | 5 761 | −23,69 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14 337 | 0,09 | 1 044 | −2,43 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 3 440 | −99,41 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 48 043 | 87,05 | 3 498 | 82,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 61 552 | −2,65 | 4 482 | −5,12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 325 492 | −25,02 | 23 702 | −26,92 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 164 724 | −0,70 | 11 995 | −3,23 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 257 | −14,61 | 747 | −16,83 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 9 050 | 9,04 | 1 | |||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 4 940 | −0,34 | 360 | −2,97 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 67 006 | 1,96 | 4 879 | −0,61 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 7 311 | 44,77 | 532 | 41,11 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 25 775 | −2,73 | 1 877 | −5,25 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 17 409 | −3,11 | 1 268 | −5,59 | ||||
| 2025-07-17 | 13F | KWB Wealth | 5 958 | 10,72 | 445 | 18,35 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 94 328 | 38,78 | 6 869 | 35,25 | ||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 1 855 | −4,13 | 135 | −2,17 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 3 144 | −18,61 | 229 | −20,49 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 6 534 | 476 | ||||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | LPL Financial LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 130 | 8 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 39 370 | 10,58 | 2 867 | 7,78 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 381 317 | 4,06 | 27 745 | 1,33 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 3 097 | 226 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8 825 | 0,06 | 643 | −2,58 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 22 | 2 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 5 | −16,67 | 0 | |||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 54 598 | 3 976 | ||||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 4 842 | 0,02 | 353 | −2,49 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 25 397 | −5,72 | 1 849 | −8,10 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3 470 | 0,49 | 253 | −2,33 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 10 681 | 0,02 | 778 | 0,39 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 3 943 | 0,13 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 8 007 | 0,00 | 583 | −2,51 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 58 | 0,00 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 14 009 | 7,70 | 1 020 | 5,05 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 29 928 | −0,74 | 2 179 | −3,24 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 13 586 | −2,62 | 989 | −5,09 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 625 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 6 363 | 14,75 | 463 | 11,84 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 36 271 | 0,18 | 2 641 | −2,37 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8 950 | 7,20 | 652 | 4,49 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4 699 | −1,86 | 342 | −4,20 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 14 300 | 1 041 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 4 500 | −8,16 | 328 | −10,66 | |||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 22 622 | 13,17 | 1 647 | 10,31 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7 747 | −55,32 | 564 | −56,45 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 3 801 | 0,03 | 277 | −2,47 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 42 082 | −64,57 | 3 086 | −63,57 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 12 200 | 0,00 | 888 | −2,52 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 169 | 0,00 | 231 | −2,54 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 6 216 | 0,00 | 453 | −2,59 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 253 | 3,30 | 91 | 1,11 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 12 102 | 0,00 | 881 | −2,54 | ||||
| 2025-08-13 | 13F | Amundi | 55 002 | 16,04 | 4 004 | 13,95 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 228 170 | 0,01 | 16 615 | −2,53 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 303 900 | 18,30 | 22 130 | 15,29 | |||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 14 037 | 0,00 | 1 022 | −2,48 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4 381 | −0,34 | 319 | −2,74 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 018 | 0,00 | 220 | −2,67 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 34 122 | −0,81 | 2 485 | −3,35 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 3 417 | 13,07 | 249 | 10,22 | ||||
| 2025-08-14 | 13F | Xponance, Inc. | 7 715 | 562 | ||||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 11 524 | 839 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 290 | 0,00 | 21 | 0,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 662 | −63,75 | 48 | −64,71 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 236 | 17 | ||||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 4 299 | 0,49 | 313 | −1,88 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 690 000 | 0,00 | 50 246 | −2,54 | ||||
| 2025-08-04 | 13F | Terril Brothers, Inc. | 2 999 | 218 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 830 | −15,99 | 60 | −17,81 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 371 371 | 1 097,51 | 27 043 | 1 067,16 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 12 665 | −31,83 | 922 | −33,57 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 14 151 | 1 030 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 59 046 | −0,19 | 4 300 | −2,74 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 410 | 0,00 | 30 | −3,33 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 808 | −21,89 | 277 | −23,90 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 7 755 | 0,00 | 565 | 4,06 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 184 | −99,63 | 13 | −99,65 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 172 986 | 252,09 | 12 599 | 243,20 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10 345 | 76,39 | 753 | 71,92 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 3 691 | −2,20 | 269 | −4,63 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 143 357 | −26,37 | 10 439 | −28,24 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 29 662 | 2,48 | 2 160 | −0,09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7 958 | −1,23 | 580 | −3,66 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 14 121 | 13,63 | 1 028 | 10,78 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 332 | 0,30 | 24 | 0,00 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 4 500 | 0,00 | 328 | −2,68 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 145 175 | 59,62 | 11 | 66,67 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 543 | 0,00 | 40 | −2,50 | ||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2 603 284 | 29,95 | 189 571 | 26,65 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 644 | 1,67 | 265 | −0,75 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 28 800 | 109,67 | 2 097 | 104,39 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 5 859 | 0,00 | 427 | −2,52 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 85 996 | 0,87 | 6 262 | 2,07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 124 743 | −42,17 | 9 084 | −43,64 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 241 | 9,29 | 1 037 | 6,58 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 4 021 | 32,49 | 293 | 37,74 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 3 364 | 0,15 | 245 | −2,79 | ||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 24 500 | −65,00 | 1 784 | −65,89 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 17 682 | −0,69 | 1 288 | −3,23 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 350 | 0,00 | 25 | −3,85 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 21 613 | 13,76 | 1 574 | 10,85 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 39 747 | −0,08 | 2 894 | −2,62 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 50 915 | −5,01 | 3 708 | 92 575,00 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 57 476 | 0,12 | 4 185 | −2,42 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 33 599 | 1,74 | 2 447 | −0,85 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 130 | 8 | ||||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8 079 | 2,03 | 588 | −0,51 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 117 107 | 5,29 | 8 528 | 2,61 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 4 706 | 0,00 | 345 | −0,86 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 6 811 | 0,00 | 496 | −2,56 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 128 | 0,79 | 9 | 0,00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 47 221 | 2,89 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 26 983 | 3,76 | 1 965 | 1,08 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 400 | 0,00 | 29 | 0,00 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 4 043 | 0,40 | 294 | −2,00 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 3 736 | 0,00 | 0 | |||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 86 404 | 6 292 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 4 900 | 0,00 | 366 | 6,71 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 250 | 68,18 | 324 | −21,22 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 4 909 | 357 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 778 889 | −3,30 | 56 719 | −5,76 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 89 922 | −5,78 | 6 548 | −8,18 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 29 808 | −9,73 | 2 227 | −3,63 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3 500 | 0,00 | 255 | −2,68 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3 478 | 13,11 | 253 | 10,48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 137 000 | 372,41 | 9 976 | 360,57 | |||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1 570 | 0,19 | 114 | −2,56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23 413 | 1 705 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 58 | −99,69 | 4 | −99,72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 338 | 0,00 | 316 | −2,78 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 44 940 | −4,68 | 3 273 | −7,10 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 3 202 | −1,05 | 233 | −3,32 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 27 911 | 10,67 | 2 032 | 7,86 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 000 | 146 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 7 649 | 558 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 10 187 | −9,75 | 1 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 47 639 | 8,48 | 3 469 | 5,73 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 8 000 | 0,44 | 583 | −2,18 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | −100,00 | 0 | |||||
| 2025-06-16 | 13F | Peterson Wealth Management | 3 875 | 290 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 2 873 | 0,00 | 209 | −2,34 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 711 822 | 21,58 | 51 846 | 18,50 | ||||
| 2025-08-26 | NP | CRTBX - Conquer Risk Tactical Rotation Fund | 230 966 | 7,38 | 16 819 | 11,70 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 475 | 0,00 | 399 | −2,69 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 7 049 | −0,97 | 513 | −3,39 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 11 128 | −10,24 | 810 | −6,57 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 761 | 0,00 | 347 | −2,54 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10 947 | −3,54 | 797 | −6,01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 29 152 | −4,64 | 2 123 | −7,09 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1 897 | 0,00 | 138 | −2,13 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 12 107 | −0,70 | 882 | −3,19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 140 045 | 6,32 | 10 198 | 3,62 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 3 866 | 1,95 | 282 | −0,71 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 43 642 | −59,32 | 3 178 | −60,35 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4 120 | −83,23 | 300 | −83,13 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 889 395 | −10,01 | 501 686 | −12,29 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 389 | 0,00 | 174 | −2,81 | ||||
| 2025-07-17 | 13F | SWS Partners | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 065 | 223 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 10 087 | −0,06 | 735 | −2,65 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 172 | 0,19 | 304 | −2,57 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8 870 | −20,26 | 646 | −22,38 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 4 336 | −1,43 | 316 | −3,96 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 10 878 | 792 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 72 480 | 5 278 | ||||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 180 963 | 6,79 | 13 178 | 4,07 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 961 | 0,21 | 70 | −2,82 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 13 639 | −3,36 | 993 | −5,79 | ||||
| 2025-07-21 | 13F | 111 Capital | 8 684 | 632 | ||||||
| 2025-06-02 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 11 506 | 0,53 | 838 | −2,11 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 3 | −50,00 | 0 | |||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 3 937 | 0,00 | 287 | −2,72 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 230 | 0,00 | 0 | |||||
| 2025-05-05 | 13F | St. Louis Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 20 315 | −5,30 | 1 479 | −7,68 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6 494 | 473 | ||||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 19 489 | −6,61 | 1 419 | −8,98 | ||||
| 2025-06-26 | NP | DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES | 51 863 | 3 777 | ||||||
| 2025-04-21 | 13F | Redwood Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 69 392 | −87,46 | 5 053 | −87,78 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12 590 | −1,67 | 917 | −4,18 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 762 194 | 24,83 | 128 324 | 21,65 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 279 | 0,00 | 20 | 0,00 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 4 477 | 4,68 | 323 | 2,22 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10 348 | −18,36 | 754 | −19,38 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 905 | 11,48 | 430 | 8,61 | ||||
| 2025-07-28 | 13F | Tlwm | 6 080 | 1,11 | 443 | −1,56 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 11 169 | 0,00 | 813 | −2,52 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 12 608 | 0,17 | 918 | −2,34 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 8 096 | 0,07 | 590 | −2,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 599 039 | 95,85 | 43 622 | 90,87 | ||||
| 2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 5 280 | −4,17 | 385 | −2,29 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 899 | 0,00 | 65 | −2,99 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4 021 | 293 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 63 062 | 2,30 | 4 592 | −0,30 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 3 907 | 0,00 | 287 | −1,72 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3 194 | 0,03 | 233 | −2,52 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 944 | −3,38 | 142 | −6,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19 152 | 0,10 | 1 395 | −2,45 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 40 223 | 2 929 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 247 047 | 52,25 | 18 | 41,67 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 1 800 | 131 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3 978 | 2,76 | 290 | 0,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 262 | −27,12 | 310 | −28,90 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 11 678 | 0,00 | 850 | −2,52 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 7 082 | 0,00 | 529 | 6,87 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 450 | 0,00 | 33 | −3,03 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 7 014 | 0,00 | 511 | −2,67 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 12 960 | −1,14 | 944 | −3,68 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8 670 | −6,87 | 635 | −8,63 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 85 461 | 28,95 | 6 225 | 25,73 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 450 761 | −3,18 | 32 824 | −5,65 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 2 004 | 0,25 | 146 | −2,68 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 3 407 | 248 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 454 | 0,00 | 252 | −2,71 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 3 281 | 0,00 | 239 | −2,86 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7 930 | 1,58 | 577 | −1,03 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 3 210 | 0,00 | 234 | −2,51 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 577 | 0,08 | 188 | −2,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 929 587 | 3,56 | 140 512 | 0,92 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 69 127 | 0,75 | 5 034 | −1,78 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 32 323 | −0,72 | 2 354 | −3,25 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 30 956 | 5,82 | 2 254 | 3,16 | ||||
| 2025-08-14 | 13F | Adage Capital Partners Gp, L.l.c. | 140 000 | 0,00 | 10 195 | −2,54 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 10 836 | 2,12 | 789 | −0,38 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 3 313 | 0,09 | 241 | −2,43 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 7 184 | −68,89 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 9 354 | 31,52 | 681 | 28,25 | ||||
| 2025-08-05 | 13F | Hiddenite Capital Partners LP | Put | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | Dorsey Wright & Associates | 35 909 | 2 615 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 97 522 | 648,84 | 7 102 | 629,80 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 106 | 0,00 | 8 | 0,00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 78 453 | −45,60 | 5 713 | −46,98 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 5 563 | 101,41 | 405 | 96,60 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 3 500 | 0,00 | 255 | −2,68 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 49 103 | −75,27 | 3 576 | −75,90 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 21 207 | 1 544 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 55 724 | −11,12 | 4 058 | −13,39 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 2 890 | −1,26 | 210 | −3,67 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 596 | −30,21 | 43 | −31,75 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 17 879 | 0,29 | 1 302 | −2,33 | ||||
| 2025-08-27 | NP | HCHYX - The Fixed Income Opportunity Portfolio HC Strategic Shares | 403 500 | 29 383 | ||||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 13 000 | 0,00 | 1 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 400 | 0,00 | 29 | 0,00 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 4 874 | −97,75 | 355 | −97,81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 528 091 | 36,35 | 38 456 | 32,88 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 5 327 | −91,44 | 388 | −90,97 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 888 | 283 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7 606 | −2,05 | 554 | −4,66 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 2 775 | −12,87 | 202 | −14,77 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 5 721 | 0,00 | 417 | −2,58 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 6 370 | −3,26 | 464 | −5,89 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12 847 | −0,39 | 936 | −2,91 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 307 507 | −3,45 | 22 | −4,35 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 077 | −6,59 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 848 094 | −1,02 | 61 758 | −3,53 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 8 949 | −1,11 | 652 | −3,70 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 206 | 0,00 | 15 | 0,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6 108 | −3,74 | 445 | −6,33 | ||||
| 2025-05-06 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 14 676 | −2,42 | 1 069 | −4,90 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 7 538 | −9,03 | 549 | −11,47 | ||||
| 2025-05-16 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13 256 | −1,59 | 965 | −4,08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 209 168 | 1,47 | 15 232 | −1,11 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 4 227 | −38,78 | 308 | −40,39 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 757 | 35,28 | 201 | 31,58 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 696 | −8,75 | 488 | −11,13 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 6 651 | 0,50 | 484 | −2,02 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 27 683 | 0,64 | 2 016 | −1,95 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 4 668 | 0,00 | 339 | 3,05 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 4 990 | 0,30 | 363 | −2,16 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 88 533 | −0,97 | 6 447 | −3,49 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 17 622 | 85,36 | 1 317 | 97,89 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 111 437 | −7,69 | 8 116 | −5,76 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5 502 | 0,16 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 29 627 | −9,58 | 2 157 | −11,89 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 6 024 | 0,00 | 444 | −1,33 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 117 | 9 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5 325 | 4,41 | 388 | 1,57 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 6 610 | −11,16 | 481 | −13,33 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 77 404 | 11,80 | 5 637 | 8,95 | ||||
| 2025-07-22 | 13F | Genworth Financial Inc | 469 772 | 0,58 | 34 209 | −1,98 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 11 351 | 0,00 | 827 | −2,59 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 73 278 | −3,21 | 5 336 | −5,67 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 196 | 0,00 | 14 | 0,00 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10 120 | 0,00 | 737 | −2,65 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 15 228 | 1 109 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 26 167 | −1,04 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 252 | −44,92 | 91 | −46,15 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 9 938 | 724 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 105 818 | 10,01 | 7 706 | 7,21 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 5 517 | −33,91 | 402 | −35,63 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10 150 | 36,52 | 739 | 33,15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 30 356 | −73,31 | 2 211 | −73,99 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 080 | −0,96 | 375 | 1,91 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 10 981 | −5,39 | 800 | −7,84 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 3 572 | 260 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 14 300 | −99,15 | 1 041 | −99,17 | |||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 6 835 | 0,00 | 498 | −2,55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9 400 | 84,31 | 685 | 79,53 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11 572 | −71,52 | 843 | −72,26 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 17 592 | −34,35 | 1 281 | −36,01 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 23 844 | −28,07 | 1 736 | −29,92 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 154 | 230 | ||||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 5 138 | −6,63 | 374 | −9,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 6 891 | 5,66 | 502 | 2,87 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 12 635 | 0,00 | 920 | −2,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 13 399 | −18,05 | 976 | −20,15 | ||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 140 | 0,00 | 10 | 0,00 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 10 102 | −50,70 | 736 | −6,25 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 183 521 | 5,81 | 13 364 | 10,07 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 161 | 0,00 | 12 | −8,33 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5 002 | 0,00 | 364 | −2,41 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 6 380 | −1,10 | 465 | −3,73 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 53 626 | 9,50 | 3 905 | 6,72 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 246 | 7,11 | 892 | 4,33 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 28 662 | 2 087 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5 017 | 365 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 351 784 | 45,36 | 25 617 | 41,67 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 575 598 | −7,00 | 41 915 | −9,36 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 240 971 | −0,56 | 17 548 | −3,09 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 121 736 | 4,02 | 8 865 | 1,37 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 48 | 0,00 | 3 | 0,00 | ||||
| 2025-04-11 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 521 | 0,00 | 184 | −2,66 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 11 127 | −1,38 | 810 | −3,91 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 229 | 89 | ||||||
| 2025-05-14 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Grantvest Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 521 591 | 655,22 | 37 982 | 636,09 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 419 | −8,27 | 103 | −10,43 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 21 929 | 4,64 | 1 597 | 1,98 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 80 789 | −2,14 | 5 883 | −4,62 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13 601 | 39,67 | 990 | 36,18 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 27 654 | 21,36 | 2 014 | 18,27 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 106 081 | 0,50 | 7 725 | −2,05 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18 775 | 1,98 | 1 361 | −1,02 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 347 559 | 13,99 | 25 | 13,64 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18 646 | −3,59 | 1 358 | −6,09 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 23 562 | 5,02 | 1 716 | 2,33 | ||||
| 2025-07-31 | 13F | United Community Bank | 1 020 | 0,00 | 74 | −2,63 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 850 | 0,00 | 62 | −3,17 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 10 122 | 0,00 | 737 | −2,51 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 2 018 | 7,74 | 147 | 5,04 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 367 | 0,00 | 27 | −3,70 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 1 024 | 95,42 | 75 | 89,74 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 3 754 | 1,40 | 273 | −1,09 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9 843 | 16,38 | 717 | 13,29 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 6 025 | 7,11 | 439 | 4,29 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5 417 | −1,42 | 394 | −3,90 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 10 374 | 0,12 | 755 | −2,45 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 444 | 0,00 | 32 | −3,03 | ||||
| 2025-05-15 | 13F | Capstone Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 812 | 221,64 | 423 | 213,33 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4 500 | 0,13 | 331 | 1,85 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 720 | 0,00 | 125 | −2,34 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 210 | 0,00 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 359 800 | 129,90 | 26 201 | 124,07 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 132 | 1 366,67 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 59 814 | −11,13 | 4 356 | −13,40 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15 256 | 6,85 | 1 111 | 4,13 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 11 628 | 0,38 | 1 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 10 890 | −20,82 | 793 | −17,67 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 3 675 | 0,33 | 271 | 2,27 | ||||
| 2025-06-26 | NP | DYNI - IDX DYNAMIC INNOVATION ETF | 36 245 | 2 640 | ||||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 5 133 | 0,00 | 374 | −2,61 | ||||
| 2025-07-29 | 13F | Creekside Partners | 6 842 | 0,00 | 498 | −2,54 | ||||
| 2025-08-08 | 13F | Creative Planning | 122 860 | −5,84 | 8 947 | −8,24 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 084 | −0,07 | 297 | −2,62 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5 072 | −75,13 | 369 | −75,77 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 334 539 | −19,15 | 24 361 | −21,20 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 882 | −32,55 | 210 | −34,48 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2 925 | −7,26 | 213 | −9,79 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 173 | 136,99 | 13 | 140,00 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 54 043 | 2,38 | 3 935 | −0,23 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3 148 | −10,72 | 229 | −12,93 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 23 657 | −25,52 | 1 723 | −27,43 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 162 | 12 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 6 547 | 0,00 | 477 | −2,66 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 4 445 | 0,57 | 324 | −2,12 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 6 601 | 1,93 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 93 792 | 6 830 | ||||||
| 2025-07-18 | 13F | Chelsea Counsel Co | 147 | 0,00 | 11 | 0,00 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 7 068 | 19,86 | 518 | 17,50 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 4 398 | 320 | ||||||
| 2025-08-12 | 13F | Viawealth, Llc | 10 057 | −10,87 | 732 | −13,17 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 2 982 | 0,00 | 217 | −2,25 | ||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 58 905 | −1,34 | 4 289 | −3,86 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 279 516 | −3,63 | 20 354 | −6,08 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 203 | 0,00 | 160 | −2,44 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 12 627 | 273,14 | 919 | 264,68 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 6 690 | −11,80 | 487 | −13,96 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2 505 | −67,91 | 182 | −68,78 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 3 000 | 0,00 | 218 | −2,68 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 16 997 | 299,18 | 1 228 | 394,76 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 28 237 | −1,17 | 2 056 | −3,66 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 082 | 3 286,81 | 224 | 3 633,33 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 3 670 | 0,00 | 267 | −2,55 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12 299 | −1,17 | 896 | −3,66 | ||||
| 2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 866 | −2,26 | 63 | 0,00 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 6 156 | 448 | ||||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 5 000 | 364 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30 967 | −17,13 | 2 255 | −19,23 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 2 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 26 146 | −1,06 | 1 904 | −3,60 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4 260 | −3,29 | 310 | −5,49 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 19 103 | −6,95 | 1 391 | −9,26 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6 249 | 467 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 161 196 | 6,34 | 11 738 | 3,64 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 24 551 | −2,66 | 1 788 | −5,15 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 5 065 | 1,04 | 369 | −1,60 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 60 232 | 4 386 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 9 199 | 0,00 | 670 | −2,62 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2 660 | −8,34 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20 157 | 120,39 | 1 468 | 114,79 | ||||
| 2025-04-17 | 13F | Vicus Capital | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 97 | 0,00 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 249 480 | 56,59 | 18 020 | 53,42 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 10 721 | 0,04 | 781 | −2,50 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 8 948 | 0,00 | 652 | −2,54 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 35 358 | −5,56 | 2 575 | −7,97 | ||||
| 2025-08-13 | 13F | Harfst & Associates, Inc. | 17 503 | −3,77 | 1 275 | −6,25 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 13 775 | −1,63 | 1 003 | −4,11 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 116 | −17,73 | 8 | −20,00 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 7 027 | 0,49 | 512 | −2,11 | ||||
| 2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 1 526 | −2,55 | 111 | 0,00 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 115 | 0,00 | 8 | 0,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 14 410 | −20,65 | 1 049 | −22,64 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 4 735 | −39,31 | 345 | −40,89 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 32 726 | −0,59 | 2 383 | −3,09 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 241 | 0,42 | 18 | 0,00 |
Other Listings
| MX:SPLV |
