Grundläggande statistik
| Institutionella ägare | 910 total, 910 long only, 0 short only, 0 long/short - change of −1,08% MRQ |
| Genomsnittlig portföljallokering | 0.5389 % - change of −1,53% MRQ |
| Institutionella aktier (lång) | 194 659 059 (ex 13D/G) - change of −3,32MM shares −1,68% MRQ |
| Institutionellt värde (lång) | $ 7 359 961 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF (US:SPSM) har 910 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 194,659,059 aktier. Största aktieägare inkluderar Financial Engines Advisors L.L.C., LPL Financial LLC, Betterment LLC, Valmark Advisers, Inc., Charles Schwab Investment Management Inc, Morgan Stanley, Ameriprise Financial Inc, Envestnet Asset Management Inc, Cliftonlarsonallen Wealth Advisors, Llc, and Bank Of America Corp /de/ .
SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF (ARCA:SPSM) 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 9, 2025 is 45,96 / share. Previously, on September 9, 2024, the share price was 42,87 / share. This represents an increase of 7,21% 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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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 28 | 0,00 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 22 | 0,00 | 1 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 13 026 | −22,40 | 555 | −19,01 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 7 177 | 2,03 | 293 | −7,30 | ||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 10 254 | 6,60 | 437 | 11,22 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 114 784 | −7,55 | 4 890 | −3,38 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 357 | 0,00 | 15 | 7,14 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 3 167 590 | 5,45 | 134 939 | 10,21 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 340 424 | −11,37 | 14 502 | −7,37 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 500 | 0,00 | 21 | 5,00 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 16 733 | −36,16 | 713 | −33,33 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 467 | 20 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 21 534 | 23,28 | 1 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 736 144 | 7,19 | 31 360 | 12,03 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 209 | 9 | ||||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 217 701 | 7,18 | 9 274 | 12,02 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 6 196 | −3,17 | 264 | 1,15 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 42 122 | −1,46 | 1 794 | 2,99 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 26 905 | −1,54 | 1 146 | 14,03 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 567 592 | 4,78 | 24 179 | 9,51 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 345 381 | −0,94 | 14 713 | 15,84 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 193 740 | 5,67 | 8 253 | 10,44 | ||||
| 2025-07-18 | 13F | Vicus Capital | 24 514 | 165,04 | 1 044 | 177,66 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4 942 | 1,15 | 201 | −8,22 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10 875 | 1,51 | 463 | 6,19 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 79 029 | 11,83 | 3 367 | 16,88 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 96 346 | 34,63 | 4 104 | 40,74 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 85 | 0,00 | 4 | 0,00 | ||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 46 403 | 15,46 | 1 977 | 20,63 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 11 601 | 20,89 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 6 653 | 3,42 | 283 | 8,02 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 39 504 | −2,59 | 1 683 | 1,75 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 11 708 | −36,00 | 499 | −33,15 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 36 702 | 0,82 | 1 563 | 5,39 | ||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 187 096 | 21,46 | 7 970 | 26,95 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 17 379 | 4,84 | 740 | 9,63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 34 202 | −8,56 | 1 457 | −4,40 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 134 538 | −4,36 | 5 731 | −0,03 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 82 344 | 79,79 | 3 508 | 87,94 | ||||
| 2025-08-07 | 13F | Commerce Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 115 831 | −27,72 | 132 734 | −24,45 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 18 | 1 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6 110 | −38,13 | 260 | −35,32 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 5 266 | 6,92 | 224 | 12,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 388 278 | −76,21 | 16 541 | −75,14 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 280 214 | 7,59 | 11 937 | 12,44 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 200 | 9 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 26 878 | −22,12 | 1 145 | −18,56 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 24 594 | 5,13 | 1 | |||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 946 800 | 27,69 | 40 334 | 33,45 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 617 093 | 9,75 | 26 288 | 14,71 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 11 057 | 1,57 | 471 | 6,32 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1 000 | 43 | ||||||
| 2025-08-06 | 13F | DDFG, Inc | 73 293 | 4,20 | 3 122 | 8,89 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 47 738 | 48,13 | 2 034 | 54,84 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 345 | 0,29 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 24 023 | 13,64 | 1 023 | 18,82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 638 483 | −60,98 | 27 | −59,09 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 800 | 34 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 172 246 | 25,18 | 7 338 | 30,83 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 80 499 | 51,39 | 3 429 | 58,24 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 538 532 | −34,28 | 22 941 | −31,31 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 123 415 | 151,86 | 5 257 | 163,24 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11 890 | −26,95 | 506 | −23,68 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 547 383 | 59,95 | 23 319 | 67,17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 63 812 | −44,58 | 2 718 | −42,27 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5 477 | 233 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 245 | 0,18 | 96 | 4,40 | ||||
| 2025-07-18 | 13F | Mitsubishi UFJ Asset Management (UK) Ltd. | 142 585 | 0,00 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 30 503 | −6,38 | 1 299 | −2,18 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 132 177 | 11,21 | 5 631 | 16,23 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 73 047 | −15,74 | 3 115 | −11,96 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 9 433 | 0,44 | 402 | 4,97 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 28 608 | 1 219 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 369 070 | −6,70 | 15 722 | −2,49 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 677 | 6,11 | 29 | 12,00 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 15 358 | −14,15 | 654 | −10,29 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 7 230 | 4,74 | 308 | 8,87 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 497 | 16 466,67 | 21 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 57 920 | −0,47 | 2 467 | 4,05 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 240 919 | 4,22 | 10 | 11,11 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 716 623 | 17,57 | 30 528 | 22,88 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 10 924 | −7,27 | 465 | −3,12 | ||||
| 2025-05-08 | 13F | Headland Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 1 162 250 | 3,85 | 49 512 | 8,53 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 283 107 | −6,88 | 12 060 | −2,68 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 106 419 | 9,63 | 4 533 | 14,59 | ||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 57 862 | 14,78 | 2 465 | 19,96 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 15 990 | 1,13 | 657 | 10,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 190 | −12,76 | 51 | −9,09 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 94 265 | −17,10 | 4 016 | −13,36 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 5 255 | 224 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 241 772 | −13,27 | 52 900 | −9,35 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 60 639 | 4,06 | 2 583 | 8,76 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 670 | 0,00 | 29 | 3,70 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 163 036 | −34,76 | 6 945 | −31,82 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 48 873 | −2,46 | 2 082 | 1,91 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 374 051 | 11,38 | 15 935 | 14,25 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 18 382 | −77,24 | 1 | −100,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 135 | 0,00 | 6 | 0,00 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 109 777 | 26,87 | 4 677 | 32,61 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27 832 | 7,52 | 1 186 | 12,32 | ||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 1 088 800 | 27,57 | 46 383 | 33,33 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 7 170 | 10,31 | 322 | 21,59 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 144 634 | 3,80 | 6 161 | 8,49 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 6 434 | 274 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 77 245 | 4,09 | 3 291 | 13,41 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 831 | 0,00 | 0 | |||||
| 2025-07-29 | NP | ETFWX - North Square Tactical Defensive Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 923 | 0,33 | 39 | 5,41 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 49 | 0,00 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 73 163 | −4,53 | 3 122 | −0,03 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 15 246 | 0,07 | 649 | 4,68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 12 900 | −56,47 | 550 | −54,55 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 30 106 | −2,95 | 1 283 | 1,42 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 58 548 | 12,08 | 2 494 | 17,14 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 80 078 | 3 411 | ||||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 10 925 | 0,00 | 465 | 4,49 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 30 467 | 0,00 | 1 298 | 7,37 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 14 830 | 632 | ||||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 19 912 | 78,06 | 848 | 86,37 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 6 868 | 0,42 | 293 | 5,04 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 13 335 | −65,71 | 568 | −64,14 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 4 779 | 204 | ||||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 20 180 | 860 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 94 241 | 18,39 | 4 200 | 34,23 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 8 766 | −4,26 | 373 | 0,00 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 6 533 | 6,96 | 278 | 12,10 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 7 149 | −0,86 | 305 | 3,75 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 6 987 | 2,61 | 298 | 7,22 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 17 729 | 2,90 | 755 | 7,55 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 7 863 | −14,23 | 335 | −10,46 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 44 832 | 0,09 | 1 910 | 4,60 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 539 269 | 14,44 | 22 973 | 19,60 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 204 | 51 | ||||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 607 924 | 43,99 | 25 898 | 50,49 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 6 276 | −0,22 | 267 | 4,30 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 29 575 | 5,25 | 1 260 | 9,96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 963 793 | 6,89 | 41 058 | 11,72 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 320 | 0,63 | 14 | 8,33 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9 604 | −18,73 | 409 | −14,97 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 827 462 | 23,82 | 35 250 | 29,41 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2 804 | −4,88 | 119 | −0,83 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 2 329 | 0,00 | 99 | 5,32 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 150 448 | −17,00 | 6 409 | −13,25 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17 876 | 4,61 | 761 | 9,34 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 38 | 2 | ||||||
| 2025-07-24 | NP | ATACX - ATAC Rotation Fund Investor Class Shares | 114 466 | 0,53 | 4 705 | −15,98 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 53 477 | 84,66 | 2 278 | 93,05 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 861 371 | 12,23 | 36 694 | 17,29 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 119 465 | 5,16 | 5 089 | 9,91 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 33 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 4 904 | −42,45 | 209 | −40,06 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 210 120 | 0,04 | 8 951 | 4,57 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 60 367 | 0,43 | 2 572 | 4,98 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 54 755 | 7,09 | 2 333 | 11,90 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 24 953 | 1 063 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 075 | 0,00 | 46 | 4,65 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 7 037 | −0,79 | 300 | 3,46 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 13 261 | 84,36 | 565 | 92,49 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 161 383 | −1,42 | 7 193 | 11,76 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 22 702 | 0,60 | 984 | 13,38 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 30 | 1 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 34 654 | −43,91 | 1 476 | −41,38 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7 915 | −30,28 | 346 | −19,01 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 092 438 | 41,20 | 46 538 | 47,57 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 12 529 | 0,00 | 534 | 4,51 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 8 000 | 0,00 | 341 | 4,29 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 47 | 0,00 | 2 | 100,00 | ||||
| 2025-05-13 | 13F | Cascade Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5 155 | −1,96 | 220 | 2,34 | ||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 902 | 19,51 | 166 | 24,81 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 25 138 | 332,30 | 1 071 | 390,83 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 69 010 | −11,59 | 3 | −33,33 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 6 406 | −3,25 | 273 | 1,12 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 58 809 | −9,71 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 9 552 | −5,59 | 407 | −1,46 | ||||
| 2025-08-07 | 13F | PFG Advisors | 40 156 | 239,24 | 1 711 | 254,77 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 605 | 0,00 | 26 | 4,17 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 1 150 | 49 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3 195 | −68,07 | 136 | −66,58 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10 767 | −0,37 | 459 | 4,09 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 329 087 | 113,30 | 56 619 | 122,94 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 62 673 | 13,03 | 2 670 | 18,10 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 22 567 | 60,02 | 920 | 45,18 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 323 844 | 12,19 | 13 796 | 17,25 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 477 974 | 16,14 | 20 362 | 21,38 | ||||
| 2025-04-15 | 13F | Braun-Bostich & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 347 090 | −2,60 | 14 786 | 1,80 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4 981 | 212 | ||||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 276 366 | 7,14 | 11 773 | 11,99 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 81 029 | −14,74 | 3 452 | −10,90 | ||||
| 2025-05-13 | 13F | ASB Consultores, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 13 704 | −28,81 | 584 | −25,64 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2 543 | −0,74 | 108 | 3,85 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 611 | −85,52 | 26 | −84,80 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11 193 | 0,00 | 477 | 4,39 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 118 719 | 19,27 | 5 057 | 24,65 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 124 796 | −3,78 | 5 316 | 0,57 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 579 615 | −26,05 | 25 549 | −20,02 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 45 458 | 6,58 | 1 937 | 11,39 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 5 639 | 0,04 | 240 | 4,80 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1 836 | 0,00 | 78 | 5,41 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 19 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6 747 | 0,04 | 287 | 4,74 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 250 491 | 4,26 | 10 671 | 8,97 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 242 438 | 18,77 | 10 | 25,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 614 616 | 128,50 | 111 383 | 138,82 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2 480 | 0,00 | 106 | 3,96 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 4 233 | 0,00 | 180 | 4,65 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 5 128 | 0,31 | 218 | 4,81 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 161 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 500 | −95,81 | 21 | −95,68 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 877 | 6,13 | 463 | 11,03 | ||||
| 2025-05-13 | 13F | Kensington Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 26 789 | −4,93 | 1 141 | −0,61 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4 911 | −1,50 | 209 | 2,96 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 5 395 | 13,20 | 230 | 18,04 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 42 019 | 59,58 | 1 790 | 66,82 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 35 860 | 330,08 | 1 528 | 350,44 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 27 462 | 18,90 | 1 170 | 24,23 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 23 695 | 0,00 | 1 009 | 4,56 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 309 | 218,56 | 13 | 333,33 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6 691 | 2,17 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 17 143 | 1,62 | 730 | 6,26 | ||||
| 2025-08-12 | 13F | Wulff, Hansen & Co. | 21 435 | 1,71 | 913 | 6,29 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 147 548 | −0,01 | 6 286 | 4,51 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 42 | 90,91 | 2 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 71 061 | −6,97 | 3 027 | −2,76 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 24 819 | −17,46 | 1 057 | −21,70 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 12 175 | −6,83 | 519 | −2,63 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 55 395 | 6,59 | 2 360 | 11,38 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 38 974 | 123,80 | 1 660 | 134,13 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 19 552 | −3,18 | 833 | 1,09 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 23 178 | −23,17 | 987 | −19,69 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2 055 | 89 | ||||||
| 2025-04-15 | 13F | Collier Financial | 156 474 | 2 316,59 | 6 378 | 2 098,97 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 436 | −5,00 | 317 | −0,94 | ||||
| 2025-05-14 | 13F | Visionary Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7 286 | 29,21 | 283 | 33,02 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 366 | −23,59 | 16 | −21,05 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 23 922 | 15,65 | 1 019 | 20,88 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 6 084 | 259 | ||||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 17 524 | 0,09 | 747 | 4,63 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 17 384 | 58,07 | 741 | 49,80 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 31 271 | 6,33 | 1 332 | 11,19 | ||||
| 2025-05-01 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8 549 | −21,96 | 364 | −18,39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 58 616 | −10,11 | 2 497 | −6,02 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 24 313 | −1,58 | 1 036 | 2,88 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 38 683 | −2,34 | 1 648 | 2,04 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 446 464 | 0,54 | 19 019 | 5,08 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 154 | 0,00 | 7 | 0,00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 46 726 | −6,48 | 1 991 | −2,26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 528 971 | 4,31 | 23 | 10,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 57 206 | −29,39 | 2 437 | −26,23 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 431 350 | 24,82 | 18 375 | 30,45 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 6 938 | 296 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 29 367 | −10,58 | 1 251 | −6,50 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 10 643 | −0,52 | 453 | 3,90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 198 751 | 10,23 | 8 467 | 15,20 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 17 906 | 763 | ||||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 19 786 | 0,00 | 843 | 4,47 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 38 | 0,00 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 13 621 | 67,58 | 580 | 75,23 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 56 126 | 49,92 | 2 595 | 56,42 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 6 092 | −2,67 | 260 | 1,57 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 188 609 | 10,48 | 8 035 | 15,46 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 202 526 | −2,36 | 8 628 | 2,05 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 32 643 | 0,00 | 1 391 | 4,51 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 242 465 | 10,16 | 10 329 | 20,58 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 503 220 | 77,20 | 21 437 | 85,22 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 18 352 | 13,34 | 782 | 18,51 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9 984 | −19,28 | 425 | −15,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-04-22 | 13F | Ellis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 91 365 | 12,74 | 3 892 | 17,83 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 27 614 | 1,19 | 1 176 | 5,76 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 37 260 | −2,70 | 1 519 | −11,74 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 45 056 | 20,92 | 1 919 | 26,42 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 6 213 | 0,00 | 265 | 4,35 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 68 596 | 6,39 | 2 922 | 11,19 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 562 073 | 0,97 | 23 944 | 5,53 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7 261 | 41,79 | 309 | 48,56 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 7 485 | 2,56 | 319 | 7,07 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 5 777 | −27,79 | 246 | −24,54 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 439 | 22,97 | 19 | 28,57 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 8 980 | −5,97 | 383 | −1,80 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 6 923 | 303 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 230 982 | 1,75 | 9 840 | 6,33 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 309 319 | −26,22 | 13 177 | −22,90 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 365 321 | 10,85 | 15 563 | 15,86 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 843 519 | −0,52 | 35 934 | 3,97 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 5 291 | 0,04 | 225 | 4,65 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10 907 | −4,98 | 465 | −0,64 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 6 432 | −0,79 | 274 | 3,79 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 22 933 | −52,73 | 977 | −50,63 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 157 | 0,00 | 7 | 0,00 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 16 092 | 23,89 | 686 | 29,49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 494 130 | −7,29 | 21 050 | −3,09 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 108 451 | −5,79 | 4 620 | −1,53 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 15 040 | −0,31 | 663 | 20,58 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 187 | 8 | ||||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 41 391 | −36,30 | 1 763 | −33,42 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2 895 | −70,28 | 123 | −69,02 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 152 | 0,00 | 6 | 0,00 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 74 182 | 0,11 | 3 160 | 4,64 | ||||
| 2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 1 479 711 | 0,00 | 63 036 | 4,51 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 875 | 80 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 42 470 | −0,28 | 1 809 | 4,27 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 257 | 0,00 | 11 | 0,00 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Shapiro Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 275 695 | −9,11 | 11 745 | −13,81 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 31 176 | 77,03 | 1 330 | 85,87 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 74 496 | −10,05 | 3 174 | −5,99 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 892 | 2,65 | 38 | 5,71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 115 930 | −0,40 | 4 939 | 4,09 | ||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1 061 465 | 7,70 | 45 218 | 12,56 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 58 436 | −45,11 | 2 489 | −42,64 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 56 260 | 2 397 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4 451 | −0,49 | 190 | 3,85 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 3 144 | −11,83 | 134 | −8,28 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 22 263 | 3,20 | 948 | 7,85 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 21 557 | 10,63 | 918 | 15,62 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 723 | 6,30 | 201 | 11,05 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 755 | 0,00 | 32 | 6,67 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 380 771 | 23,10 | 16 221 | 16,74 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 105 | 0,00 | 4 | 0,00 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 73 714 | 2,43 | 3 140 | 7,06 | ||||
| 2025-07-17 | 13F | KWB Wealth | 176 079 | −24,35 | 7 177 | −31,36 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 130 500 | 11,16 | 5 559 | 16,18 | ||||
| 2025-07-16 | 13F | American National Bank | 1 340 | 0,45 | 57 | 5,56 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 5 302 | −47,66 | 226 | −45,39 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 265 | −0,98 | 224 | 3,70 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 13 771 | 49,15 | 587 | 55,85 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 46 614 | −11,28 | 1 986 | −7,29 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 619 262 | 6,35 | 26 381 | 11,15 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 144 | 6 | ||||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 25 614 | 0,00 | 1 166 | 0,00 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 5 925 | 0,44 | 252 | 5,00 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 12 709 | 0,84 | 541 | 5,46 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 681 | 27,57 | 327 | 33,47 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 126 | 306,45 | 5 | 400,00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 18 986 | 3,56 | 809 | 8,17 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 64 499 | 6,90 | 2 818 | 21,53 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 41 989 | 2,70 | 1 789 | 7,32 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 76 | 0,00 | 3 | 0,00 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 65 070 | 1,34 | 2 772 | 5,88 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 59 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 21 006 | 895 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7 591 | 6,86 | 323 | 1,25 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 16 157 | −4,29 | 688 | 0,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 76 140 | 3,96 | 3 244 | 8,64 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 5 485 | −1,54 | 224 | −10,80 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 7 026 | 0,01 | 299 | 4,55 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 18 724 | −7,89 | 798 | −3,74 | ||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 21 138 | 27,02 | 930 | 43,52 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 288 546 | 8,52 | 12 292 | 13,43 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 16 | −88,15 | 1 | −100,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 27 116 | 39,26 | 1 173 | 47,79 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 42 684 | −17,99 | 1 818 | −7,48 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 99 612 | 0,81 | 4 060 | −8,52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6 263 369 | 7,11 | 266 820 | 11,94 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 20 743 | 47,92 | 884 | 54,64 | ||||
| 2025-05-30 | NP | Tidal Trust II - Tactical Advantage ETF | 61 074 | 2 489 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 66 674 | 7,13 | 2 840 | 11,99 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 129 380 | 5 512 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 300 777 | 2,49 | 13 | 8,33 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 7 358 | 2,42 | 300 | −7,14 | ||||
| 2025-05-15 | 13F | Texas Permanent School Fund | 1 435 489 | 0,00 | 56 128 | −12,96 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 | −96,88 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1 695 | −92,11 | 72 | −91,78 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 35 152 | 4,04 | 1 497 | 11,80 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 20 374 | −8,07 | 905 | 0,22 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 11 205 | 0,02 | 477 | 4,61 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 741 | −91,91 | 74 | −91,56 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 5 336 | 227 | ||||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 7 574 | 0,24 | 323 | 4,89 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 182 918 | 0,33 | 7 792 | 4,86 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 254 892 | −7,41 | 10 858 | −3,24 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 179 846 | −21,98 | 7 661 | −18,46 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 76 077 | −0,10 | 3 383 | 12,02 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 400 | 0,00 | 17 | 6,25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 213 016 | −18,76 | 9 074 | −15,09 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 12 586 | −1,87 | 536 | 2,68 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 11 851 | 5,83 | 505 | 10,53 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 126 535 | 2,78 | 5 390 | 7,43 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27 876 | −0,20 | 1 188 | 4,31 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 283 | 18,93 | 225 | 24,31 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 10 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 11 357 | 0,00 | 484 | 4,55 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 63 092 | −0,76 | 2 688 | 3,71 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 37 506 | −15,39 | 1 598 | −11,57 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 89 451 | −4,32 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 21 241 | −3,92 | 905 | 0,33 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 137 651 | 9,75 | 5 864 | 14,69 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 12 667 | −0,98 | 540 | 3,45 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 61 914 | 16,80 | 2 638 | 22,08 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 496 579 | 2,40 | 21 154 | 7,02 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 4 861 | 207 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 8 324 | 0,00 | 355 | 4,42 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 10 510 | 0,30 | 448 | 4,68 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 10 087 | 430 | ||||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 4 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 85 579 | 5,80 | 3 646 | 27,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 276 296 | −47,65 | 54 370 | −45,29 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 40 583 | −9,10 | 1 729 | −5,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 1 530 | 0,00 | 65 | 4,84 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 7 768 | 0,04 | 331 | 4,43 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 106 550 | 17,87 | 4 539 | 23,21 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 6 516 | −98,70 | 278 | −98,64 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 635 762 | −12,23 | 27 083 | −8,27 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 406 | 0,00 | 17 | 6,25 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 6 191 | −11,04 | 264 | −7,07 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 362 | 15 | ||||||
| 2025-08-19 | 13F/A | Pitcairn Co | 18 448 | −3,09 | 786 | 1,29 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 52 065 | −37,23 | 2 218 | −34,40 | ||||
| 2025-08-14 | 13F | Acas, Llc | 9 316 | 7,04 | 424 | 24,34 | ||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1 385 | 0,00 | 59 | 5,36 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 36 887 | 585,12 | 2 | |||||
| 2025-05-14 | 13F | Stelac Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 106 962 | 4,97 | 4 557 | 9,70 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 5 547 | 0,09 | 236 | 4,89 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7 127 | 1,24 | 290 | −0,68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 96 831 | 117,25 | 4 125 | 106,04 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 7 986 | −14,62 | 340 | −10,76 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 9 379 | 0,00 | 400 | 4,45 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 20 009 | −0,54 | 852 | 4,03 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 120 909 | 0,91 | 5 151 | 5,47 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 57 304 | −97,52 | 2 441 | −97,41 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 53 292 | −27,09 | 2 270 | −23,80 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 134 | 6 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1 582 | 5,61 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 64 297 | 20,06 | 2 739 | 25,53 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 33 | 3,23 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 86 449 | −85,66 | 3 733 | −84,86 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 16 034 | 27,37 | 683 | 33,14 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 43 671 | 0,00 | 1 860 | 4,44 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 8 754 | 373 | ||||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 5 988 | 0,76 | 255 | 5,37 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 16 642 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1 118 045 | 25,33 | 47 629 | 30,99 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 562 | 0,00 | 24 | 4,55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 52 988 | −3,80 | 2 257 | 0,53 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 306 239 | 3,69 | 13 046 | 8,37 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 43 024 | 0,00 | 1 833 | 4,51 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 6 034 | 0,12 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 6 668 | 0,00 | 284 | 4,80 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 74 467 | −1,30 | 3 172 | 3,15 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 138 | 6 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 364 399 | 13,81 | 15 523 | 18,95 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7 112 | 303 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 5 543 | −4,48 | 236 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 5 856 | 249 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 25 | −99,34 | 1 | −99,35 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12 315 | −34,69 | 525 | −31,77 | ||||
| 2025-07-23 | 13F | Louisiana State Employees Retirement System | 108 400 | 138,77 | 4 618 | 149,57 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 5 371 | 0,00 | 229 | 4,59 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 24 590 | 5,12 | 1 048 | 9,86 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 9 880 | 1,02 | 421 | 5,53 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 12 588 | 2,78 | 536 | 7,41 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 17 122 | 10,40 | 729 | 15,35 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 245 | 0,00 | 10 | 11,11 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 41 786 | −0,39 | 1 780 | 4,10 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 75 296 | −27,51 | 3 208 | −24,24 | ||||
| 2025-04-21 | 13F | Liquid Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 107 209 | −4,60 | 4 567 | −0,28 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 62 193 | 2,36 | 2 649 | 6,99 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 104 242 | −83,77 | 4 441 | −83,04 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 12 454 | −28,74 | 531 | −25,56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5 055 | 8,94 | 215 | 13,76 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 12 476 | −0,80 | 531 | 3,71 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7 932 | 15,51 | 338 | 21,58 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 912 132 | −1,36 | 209 257 | 3,09 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 126 | −73,97 | 5 | −73,68 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 573 588 | 288,60 | 24 435 | 306,15 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 13 179 | 45,67 | 561 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 712 | 40,91 | 73 | 46,94 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16 335 | 4,06 | 696 | 8,76 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 1 632 125 | 0,85 | 69 529 | 5,41 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 695 826 | 2,02 | 29 642 | 19,30 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 5 040 | 218 | ||||||
| 2025-05-01 | 13F | Sentinel Trust Co Lba | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 21 492 | 131,17 | 916 | 142,06 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 7 913 | 0,00 | 337 | 4,66 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 247 | 11 | ||||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2 105 | 0,00 | 90 | 4,71 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 201 | 0,00 | 9 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 61 101 | 7,17 | 2 603 | 12,01 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 5 982 | 0,67 | 255 | 4,96 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 132 | 0,00 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 534 | 0,00 | 0 | |||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | River Street Advisors LLC | 25 883 | 6,98 | 1 103 | 11,76 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 664 125 | 7,51 | 28 292 | 12,36 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 239 919 | 10,52 | 10 221 | 15,51 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 34 | 0,00 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 15 185 | −3,76 | 647 | 0,47 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 346 006 | 4,45 | 14 103 | 2,93 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 473 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 90 000 | 3 834 | ||||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 15 424 | 9,27 | 657 | 14,26 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 145 | 0,69 | 6 | 20,00 | ||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 63 097 | −3,86 | 2 688 | 0,45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 66 685 | 16,99 | 2 841 | 22,26 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 6 703 | 0,00 | 286 | 4,40 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 74 290 | −0,77 | 3 165 | 3,70 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 846 296 | −8,63 | 36 052 | −4,50 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 46 532 | 2,38 | 1 982 | 7,02 | ||||
| 2025-04-18 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 36 132 | 1 539 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 16 108 | 21,35 | 686 | 26,80 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 16 819 | −94,13 | 1 | −100,00 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 973 | 0,00 | 41 | 5,13 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 5 255 | −87,59 | 224 | −87,08 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 25 971 | −0,51 | 1 106 | 4,05 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 172 419 | 99,89 | 7 345 | 108,96 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 240 | 10 | ||||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 6 518 | 278 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 119 | 3,48 | 5 | 25,00 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 15 642 | −1,98 | 666 | 2,46 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 53 776 | −4,64 | 2 291 | −0,35 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 518 163 | 25,94 | 22 074 | 31,62 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 26 627 | −47,26 | 1 134 | 56 600,00 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 34 407 | −9,01 | 1 466 | −4,93 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 8 514 | 0,00 | 363 | 4,32 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8 561 | 2,98 | 365 | 7,69 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 517 | 110,40 | 65 | 120,69 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 59 530 | −3,76 | 2 536 | 0,56 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 16 423 | 37,58 | 700 | 43,83 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 40 549 | −15,87 | 1 728 | −12,07 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 113 | 0,00 | 5 | 0,00 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 50 696 | −6,09 | 2 160 | 7,57 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8 515 | −46,09 | 363 | −43,70 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 17 004 | 9,08 | 1 | |||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 27 465 | −8,35 | 1 170 | −4,18 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 325 882 | −4,19 | 13 883 | 0,13 | ||||
| 2025-04-23 | 13F | Cornerstone Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 134 184 | 1,60 | 5 716 | 6,19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 565 831 | 1,71 | 66 570 | 6,08 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 7 270 | −8,48 | 310 | −4,33 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 357 982 | 3,06 | 15 250 | 7,71 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 72 | 0,00 | 3 | 50,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 41 850 | −3,06 | 1 783 | 1,31 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 286 246 | 22,34 | 12 194 | 27,87 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 28 276 | −0,01 | 1 205 | 4,51 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 104 043 | −9,56 | 4 432 | −5,48 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17 616 693 | 9,21 | 750 | 14,16 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 426 | 0,00 | 18 | 5,88 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 6 258 | 0,00 | 267 | 4,31 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 86 660 | 20,86 | 3 692 | 26,32 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 92 111 | 35,38 | 3 924 | 41,47 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 17 899 | 0,40 | 762 | 4,96 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 9 783 | −5,09 | 417 | −0,95 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 383 192 | 5,91 | 16 324 | 10,69 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 9 132 | 0,20 | 389 | 4,85 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 252 | 0,00 | 11 | 0,00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 561 | 0,00 | 24 | 4,55 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 142 000 | 26,79 | 6 049 | 32,51 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 45 776 | 1 950 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 134 | 6 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 107 335 | 2,46 | 4 572 | 7,10 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 6 663 | 0,02 | 284 | 4,43 | ||||
| 2025-05-05 | 13F | Counterweight Ventures, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 261 561 | 5,27 | 138 943 | 10,03 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 41 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 572 287 | 2,50 | 24 379 | 7,13 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9 381 | −49,12 | 400 | −46,87 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 17 951 | 26,64 | 732 | 14,94 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 5 212 | 222 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 034 429 | −0,67 | 44 067 | 3,81 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 3 514 | 222,68 | 150 | 238,64 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-01 | 13F | Penobscot Wealth Management | 15 742 | −13,82 | 671 | −9,95 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 490 592 | 9,56 | 20 899 | 14,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 671 356 | −63,64 | 28 600 | −62,00 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 24 447 | −0,46 | 1 033 | 4,77 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 231 | 11,93 | 351 | 17,06 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 186 283 | 9,78 | 7 936 | 14,73 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 25 173 | 19,66 | 1 072 | 25,09 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 6 148 239 | 8,84 | 261 915 | 13,76 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 164 | 0,00 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 55 281 | 25,05 | 2 355 | 30,71 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 12 074 | 514 | ||||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 11 143 | −26,86 | 482 | −22,63 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 37 102 | −14,82 | 1 581 | −10,99 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 14 398 | −2,09 | 613 | 2,34 | ||||
| 2025-04-18 | 13F | Five Oceans Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 330 | 12,63 | 14 | 27,27 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 5 439 | 0,42 | 232 | 5,00 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 7 554 | 0,00 | 322 | 4,56 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 257 459 | 3,34 | 10 968 | 8,01 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 28 969 | 103,76 | 1 234 | 113,13 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 346 | 0,00 | 15 | 0,00 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 28 448 | −4,72 | 1 212 | −0,41 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 355 | 6,53 | 58 | 11,76 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Goodman Financial Corp | 46 125 | −34,46 | 1 965 | −31,52 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 666 809 | 19,66 | 28 406 | 25,06 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 18 513 | 13,99 | 789 | 19,21 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 121 394 | −2,44 | 5 171 | 1,97 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 3 725 | −34,05 | 159 | −35,77 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 11 915 | −15,21 | 535 | −6,47 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 968 708 | 2,30 | 41 | 7,89 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 50 112 | −28,74 | 2 135 | −25,54 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 25 638 | 8,50 | 1 092 | 13,40 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 13 392 | −23,89 | 570 | −20,50 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 251 700 | −8,08 | 10 722 | −3,93 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 11 114 | 0,00 | 473 | 4,42 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 402 146 | 5,72 | 59 731 | 10,49 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 19 244 | −2,24 | 820 | 2,12 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 45 428 | 15,66 | 1 935 | 20,94 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 5 915 | 2,83 | 252 | 7,26 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3 810 | −62,66 | 162 | −60,96 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 24 802 | 4,89 | 1 058 | 9,76 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6 030 | 5,13 | 257 | 9,87 | ||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 346 251 | −7,96 | 14 750 | −3,81 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 19 610 | 44,49 | 835 | 50,99 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 107 025 | −2,31 | 4 559 | 2,11 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 385 013 | 9,79 | 16 402 | 14,75 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 10 370 | −0,58 | 442 | 3,76 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 32 157 | 60,01 | 1 415 | 72,77 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 25 195 | 10 018,47 | 1 073 | 10 630,00 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 9 291 | 81,71 | 396 | 89,90 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10 148 | −64,53 | 432 | −62,79 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 33 245 | 10,99 | 1 416 | 16,07 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 1 074 | 44 | −62,28 | |||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 20 747 | 0,39 | 846 | −8,94 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 259 | 11 | ||||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 7 168 | −99,58 | 305 | −99,56 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 110 454 | 7,64 | 4 826 | 27,81 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5 672 | 0,75 | 242 | 5,24 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 4 668 | −2,99 | 199 | 1,02 | ||||
| 2025-08-07 | 13F | Nwam Llc | 12 462 | −7,71 | 542 | −1,45 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 65 920 | 3 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 11 045 | −6,20 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 315 | 56 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 154 041 | −47,90 | 6 562 | −45,55 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6 883 | 8,62 | 293 | 13,57 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 800 | −11,11 | 34 | −5,56 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 105 728 | 100,51 | 4 504 | 110,47 | ||||
| 2025-08-14 | 13F | Bank of Marin | 11 326 | −0,59 | 482 | 3,88 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 14 520 | 11,91 | 619 | 17,05 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 79 298 | −88,16 | 3 378 | −87,63 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35 377 | −7,26 | 1 507 | −3,02 | ||||
| 2025-07-22 | 13F | Vantage Investment Partners, LLC | 7 905 | 1,02 | 337 | 5,66 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 75 769 | 10,05 | 3 228 | 15,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 15 271 | −5,55 | 651 | −1,37 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 314 664 | 56,52 | 13 405 | 63,58 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 20 422 | 9,13 | 870 | 14,04 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 498 | 0,00 | 64 | 3,28 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 21 419 | 14,16 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 62 277 | −76,57 | 2 653 | −75,51 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 325 297 | −24,74 | 13 858 | −21,35 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 8 065 | −10,25 | 344 | −6,28 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28 576 | −0,49 | 1 217 | 4,02 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 5 266 | −0,90 | 224 | 3,70 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 30 639 | 0,00 | 1 305 | 4,57 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 16 635 | −15,26 | 709 | −11,50 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 12 337 | −18,70 | 526 | −15,05 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 43 323 | −0,34 | 1 846 | 4,18 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 50 705 | 1,11 | 2 160 | 5,68 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 14 640 | 2,26 | 624 | 6,86 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 39 805 | −1,33 | 1 696 | 3,10 |
Other Listings
| MX:SPSM |
