Grundläggande statistik
| Institutionella ägare | 301 total, 299 long only, 2 short only, 0 long/short - change of −1,94% MRQ |
| Genomsnittlig portföljallokering | 0.1582 % - change of −4,92% MRQ |
| Institutionella aktier (lång) | 61 745 338 (ex 13D/G) - change of −0,89MM shares −1,42% MRQ |
| Institutionellt värde (lång) | $ 2 129 357 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF (US:TFI) har 301 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 61,752,588 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Betterment LLC, Northwestern Mutual Wealth Management Co, Morgan Stanley, Fisher Asset Management, LLC, Envestnet Asset Management Inc, Bank Of Montreal /can/, LPL Financial LLC, Raymond James Financial Inc, and Jpmorgan Chase & Co .
SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF (ARCA:TFI) 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 45,52 / share. Previously, on September 13, 2024, the share price was 46,73 / share. This represents a decline of 2,59% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 95 568 | 0,54 | 4 269 | −0,35 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 370 864 | −12,58 | 16 566 | −13,35 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 784 | 0,77 | 35 | 0,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 18 464 | 0,00 | 825 | −0,96 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 652 787 | 80,67 | 29 160 | 79,07 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 86 660 | −73,24 | 3 871 | −73,48 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 501 | 0,00 | 22 | 0,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 41 647 | 130,62 | 2 | |||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 55 | 2 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 6 160 | 0,00 | 275 | −0,72 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 29 799 | −30,70 | 1 331 | −31,32 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 869 | −55,98 | 39 | −56,82 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 13 055 | 583 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 153 835 | 9,96 | 6 872 | 8,98 | ||||
| 2025-04-17 | 13F | Stephens Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 4 662 | −10,67 | 208 | −11,49 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10 686 | 15,74 | 477 | 14,66 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 4 426 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 5 399 | 241 | ||||||
| 2025-05-08 | 13F | Collaborative Wealth Managment Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −2 731 | −44,03 | −122 | −44,75 | |||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12 708 | 568 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 205 | 0,00 | 9 | 0,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 17 058 | −28,44 | 762 | −29,14 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 17 905 | −12,62 | 800 | −13,43 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 809 | 36 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21 995 | −33,85 | 983 | −34,45 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 692 | 4,41 | 388 | 3,47 | ||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 1 137 | 0,00 | 51 | −1,96 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 19 | 0,00 | 1 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6 763 | 0 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 9 584 | 9,26 | 428 | 8,35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 832 | 216 | ||||||
| 2025-08-04 | 13F | Balentine LLC | 100 918 | 3 573,75 | 4 508 | 3 565,04 | ||||
| 2025-05-14 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 10 548 | −6,06 | 471 | −6,92 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 197 508 | 25,26 | 8 823 | 24,15 | ||||
| 2025-08-08 | 13F | Creative Planning | 17 265 | −11,13 | 771 | −11,89 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 8 812 | 394 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 60 719 | 17,27 | 2 712 | 16,25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 375 | −10,26 | 374 | −10,95 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 13 893 | 621 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 13 536 | 0,05 | 605 | −0,82 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 10 | 0 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 246 967 | −9,78 | 11 032 | −10,58 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 74 | 7 300,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13 570 885 | 2,94 | 606 211 | 2,03 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 129 011 | −9,46 | 5 763 | −10,28 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 70 | 3 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 763 043 | −87,92 | 34 085 | −88,02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 442 | −97,45 | 20 | −97,56 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 327 009 | 61,06 | 14 650 | 60,09 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 8 863 | 0,00 | 396 | −1,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 321 | 282 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12 300 | −4,84 | 549 | −5,67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 416 232 | −1,66 | 18 593 | −2,53 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 7 060 | −0,73 | 315 | −1,56 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 376 | 17 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 13 003 | 0,00 | 581 | −1,02 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 13 599 | 83,94 | 607 | 82,28 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 17 299 | 95,27 | 773 | 93,48 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5 846 | −31,59 | 261 | −32,21 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 141 200 | 162,06 | 6 307 | 159,76 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 495 | 3,99 | 245 | 2,94 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 60 732 | 2,92 | 2 713 | 1,99 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 15 877 | −10,61 | 709 | −11,37 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 30 492 | −49,30 | 1 | −50,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 600 | 116 | ||||||
| 2025-04-28 | 13F | Summit Trail Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 7 794 | 0,00 | 348 | −0,85 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 828 870 | −5,03 | 81 696 | −5,87 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 235 140 | 129,03 | 10 504 | 127,02 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 36 440 | 2,82 | 1 628 | 1,88 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7 092 | −1,39 | 315 | −0,94 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14 190 | 88,67 | 634 | 87,28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 423 757 | 570,68 | 18 929 | 564,88 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 336 967 | 2,05 | 15 052 | 1,15 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 23 436 | 393,29 | 1 047 | 388,79 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 86 551 | 42,61 | 3 866 | 41,35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 17 163 | 24,78 | 767 | 23,75 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5 275 | 5,75 | 236 | 4,91 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 33 543 | −17,81 | 1 498 | −18,54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 869 | −25,26 | 217 | −25,94 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 106 329 | −4,03 | 138 760 | −4,88 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 20 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 48 320 | −5,53 | 2 158 | −6,34 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 4 500 | 201 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23 388 | −29,10 | 1 045 | −29,74 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 5 176 | 0,00 | 231 | −0,86 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 17 937 | −1,97 | 801 | −2,79 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 352 771 | 2,79 | 15 758 | 1,88 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 14 465 | 20,97 | 646 | 20,07 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 41 630 | −19,41 | 1 860 | −20,15 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 74 | 0,00 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 251 420 | −20,51 | 11 231 | −21,23 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1 500 | 0,00 | 67 | −1,49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-17 | 13F | Grove Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 101 347 | 10,70 | 4 527 | 9,72 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 136 476 | 15,97 | 6 | 20,00 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 18 217 | 21,08 | 831 | 22,57 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 101 819 | 3,30 | 227 898 | 2,39 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5 956 | −1,39 | 266 | −2,21 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 24 621 | −3,95 | 1 100 | −4,85 | ||||
| 2025-04-30 | 13F | Silverlake Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 77 460 | −24,77 | 3 | −25,00 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164 588 | −5,09 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 48 237 | −0,03 | 2 155 | −0,92 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 497 | 67 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 4 020 | −98,87 | 180 | −98,89 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 5 554 | −40,29 | 248 | −40,81 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 745 | 0,00 | 33 | 0,00 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Exchange Bank | 4 622 | 0,00 | 206 | −0,96 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 20 583 | 1,14 | 919 | 0,22 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 267 236 | −5,14 | 11 937 | −5,99 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 17 170 | −38,63 | 767 | −39,21 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 140 767 | 6 288 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 146 768 | 15,87 | 6 556 | 15,20 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11 754 | 26,28 | 525 | 25,30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 859 | 0,47 | 306 | −0,33 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 10 162 | 22,98 | 454 | 22,76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15 123 | 16,97 | 676 | 15,98 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 285 047 | −1,71 | 12 733 | −2,58 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 122 | −45,54 | 5 | −50,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5 574 | 249 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29 480 | −68,73 | 1 317 | −69,03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27 419 | 3,58 | 1 225 | 2,60 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 18 254 | 0,00 | 815 | −0,85 | ||||
| 2025-06-03 | 13F | Invst, LLC | 73 168 | −31,58 | 3 298 | −32,41 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 17 020 | 6,38 | 760 | 5,41 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 460 | −2,71 | 244 | −3,57 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 54 486 | −1,97 | 2 434 | −2,87 | ||||
| 2025-08-14 | 13F | Comerica Bank | 80 454 | −5,87 | 3 594 | −6,72 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9 014 | −26,30 | 403 | −27,04 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9 211 | 18,07 | 411 | 17,09 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 60 | 0,00 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 6 094 | −82,23 | 271 | −82,26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 668 180 | −2,54 | 29 848 | −3,40 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 44 291 | 0,23 | 1 978 | −0,65 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 884 984 | 72,26 | 39 532 | 70,74 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 126 439 | −24,99 | 5 648 | −25,65 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 706 | 0,38 | 210 | −0,47 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 28 884 | −2,71 | 1 290 | −3,59 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 7 943 | 0,00 | 355 | −0,84 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 107 470 | −14,95 | 4 790 | −15,91 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 207 | −0,96 | ||||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 4 662 | −2,10 | 208 | −2,80 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13 126 | 6,15 | 586 | 5,21 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 285 800 | 0,00 | 12 767 | −0,89 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 268 | 369 | ||||||
| 2025-07-17 | 13F | SWS Partners | 35 566 | −34,51 | 1 589 | −35,10 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 55 415 | 96,24 | 2 475 | 94,58 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 44 670 | 4 367,00 | 1 | −97,78 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 3 000 | 0,00 | 134 | −0,74 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 24 002 | 83,97 | 1 072 | 82,31 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 115 945 | 5 179 | ||||||
| 2025-04-17 | 13F | Hanson & Doremus Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6 967 | −6,67 | 311 | −7,44 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 92 998 | 1,47 | 4 154 | 0,58 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 17 771 | −12,65 | 794 | −13,43 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 5 500 | 0,00 | 246 | −0,81 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 15 | 1 | ||||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 71 045 | 0,95 | 3 174 | 0,06 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 14 002 | −26,29 | 624 | −27,10 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9 146 | 409 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 50 | 2 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8 688 | −13,47 | 388 | −14,16 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 7 671 | −2,60 | 343 | −3,39 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 41 183 | 104,12 | 1 840 | 99,89 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 461 780 | −5,58 | 20 628 | −6,42 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 36 409 | 4,00 | 1 626 | 3,11 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6 019 | −32,51 | 269 | −33,17 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 166 670 | 3,42 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 6 704 | 299 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 49 392 | −12,40 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 5 401 | 241 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 72 680 | −23,08 | 3 247 | −23,77 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 267 | 12 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 33 512 | −3,12 | 1 494 | −1,65 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2 306 | 0,04 | 103 | −0,97 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 4 801 | −1,27 | 213 | −2,74 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 9 622 | −57,86 | 430 | −58,31 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 35 610 | −2,09 | 1 591 | −2,99 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 6 327 | 282 | ||||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 5 500 | 0,00 | 246 | −0,81 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 26 471 | 7,68 | 1 193 | 6,42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 415 739 | −6,99 | 18 571 | −6,19 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 728 219 | −0,80 | 32 530 | −1,68 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 36 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 33 556 | −50,61 | 1 499 | −51,08 | ||||
| 2025-05-09 | 13F | Ritter Daniher Financial Advisory LLC / DE | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 21 063 | 2,61 | 941 | 1,62 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 303 170 | 134,05 | 13 543 | 131,96 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 16 739 | 0,00 | 1 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 86 202 | −2,61 | 3 851 | −3,48 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 11 678 | −89,98 | 522 | −90,08 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14 390 | 643 | ||||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 4 656 | 0,00 | 208 | −1,43 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 3 240 | −7,03 | 145 | −8,28 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 5 214 | 233 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 240 | 67,46 | 189 | 66,37 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 16 228 | 204,69 | 725 | 201,67 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 223 413 | 60,85 | 9 966 | 59,47 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 66 656 | −26,55 | 2 978 | −27,21 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 18 178 | −47,47 | 812 | −47,92 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 657 | 17,17 | 253 | 16,13 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 24 729 | 0,00 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5 327 | 238 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15 075 | −3,67 | 673 | −4,54 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 8 835 | −6,60 | 395 | −7,51 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 225 | 0,00 | 10 | 0,00 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 5 000 | −0,62 | 223 | −4,29 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 496 | −31,43 | 111 | −32,32 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 631 414 | 51,66 | 28 205 | 50,31 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 964 | 6,05 | 88 | 4,82 | ||||
| 2025-08-07 | 13F | Cumberland Advisors Inc | 21 625 | −9,91 | 966 | −10,73 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 43 329 | −49,21 | 1 936 | −49,67 | ||||
| 2025-05-09 | 13F | Charles Schwab Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 545 | 4 581,82 | 69 | 6 800,00 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 16 529 | −0,25 | 738 | −1,07 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 5 883 | 263 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 313 | 0,00 | 14 | 0,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 169 | 0,00 | 8 | 0,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 25 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 73 670 | 3 291 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 4 326 | −6,73 | 193 | −7,66 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 32 543 | 109,33 | 1 454 | 107,57 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8 203 | −6,03 | 366 | −6,87 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 11 930 | −1,95 | 533 | −2,92 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 77 144 | 12,61 | 3 446 | 11,63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 048 | 226 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 59 323 | 146,24 | 2 650 | 144,15 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 225 | 0,00 | 99 | −1,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 39 354 | −0,89 | 1 758 | −1,79 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 4 925 | −3,20 | 220 | −4,37 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 11 830 | −50,75 | 528 | −51,20 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 13 501 | 6,41 | 603 | 5,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 548 389 | 19,85 | 24 497 | 18,79 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 819 | −39,65 | 37 | −40,98 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 4 729 | 0,00 | 211 | −0,94 | ||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 526 | 0,00 | 158 | −0,63 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6 703 | 299 | ||||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 175 675 | 0,96 | 7 847 | 0,06 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 244 | 11 | ||||||
| 2025-07-08 | 13F | Little House Capital Llc | 16 920 | −4,74 | 756 | −5,62 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4 313 | −17,12 | 193 | −17,95 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9 076 | 1,86 | 405 | 0,75 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 11 | 0 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Asset Dedication, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 672 375 | 13,93 | 74 705 | 12,92 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 133 657 | −20,59 | 5 979 | −21,19 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 11 750 | 0,00 | 525 | −0,95 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 70 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 24 179 | 18,28 | 1 080 | 17,26 | ||||
| 2025-07-25 | 13F | Avion Wealth | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3 098 | 138 | ||||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 13 214 | −22,49 | 590 | −23,18 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 54 396 | 31,04 | 2 430 | 29,89 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 036 | 147,57 | 314 | 145,31 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 480 422 | −2,24 | 21 460 | −3,11 | ||||
| 2025-08-14 | 13F | UBS Group AG | 505 784 | −34,57 | 22 593 | −35,15 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 274 | −13,56 | 12 | −14,29 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 45 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 4 563 | 0,00 | 204 | −0,98 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 | 100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 12 912 | 0,00 | 577 | −0,86 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 34 561 | −1,97 | 1 544 | −2,89 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 87 759 | 12,54 | 3 920 | 11,55 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 76 157 | 0,79 | 3 402 | −0,12 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 11 342 | −6,09 | 507 | −6,99 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16 710 | −13,96 | 746 | −12,24 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 31 771 | 1 419 | ||||||
| 2025-08-15 | 13F | WealthCollab, LLC | 2 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3 498 811 | −11,27 | 156 292 | −12,06 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4 021 | 0,00 | 180 | −1,10 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 412 345 | −2,75 | 18 419 | −3,62 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 12 727 | −14,23 | 568 | −17,08 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 20 146 | 11,87 | 1 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 22 120 | 10,15 | 988 | 9,17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 24 203 | 4,00 | 1 081 | 3,15 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 319 151 | 6,00 | 58 926 | 5,06 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 632 | 207 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 200 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13 530 | 604 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 453 | 0,00 | 288 | −0,69 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7 151 | 315 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 106 | −0,42 | 139 | −1,43 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 11 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 458 | 344,66 | 20 | 400,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 007 | −5,68 | 134 | −7,59 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 78 982 | −18,72 | 3 528 | −19,43 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 32 662 | 12,57 | 1 459 | 10,28 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 812 | 0,00 | 36 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 18 526 | −64,20 | 828 | −64,54 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 75 | −1,32 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 175 | −37,11 | 276 | −37,78 | ||||
| 2025-08-14 | 13F | Betterment LLC | 13 127 515 | 42,97 | 586 | 41,89 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 23 627 | 74,46 | 1 055 | 72,95 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 11 366 | −0,04 | 508 | −0,98 | ||||
| 2025-05-05 | 13F | Kestra Private Wealth Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 791 | 0,00 | 35 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 177 133 | −8,70 | 8 | −12,50 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 28 349 | −17,28 | 1 266 | −18,01 | ||||
| 2025-04-10 | 13F | Diligent Investors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 69 092 | 9,49 | 3 086 | 8,51 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 892 | −0,45 | 219 | −1,36 | ||||
| 2025-04-09 | 13F | Hardin Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 20 500 | 0,00 | 916 | −0,87 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 371 | −1,75 | 508 | −2,69 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −4 519 | −28,79 | −202 | −29,72 | |||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 7 440 | −16,05 | 332 | −16,79 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 636 | 0,00 | 296 | −1,00 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 136 004 | −19,44 | 6 075 | −20,15 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23 306 | −16,94 | 1 041 | −17,64 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 18 037 | −1,71 | 806 | −2,54 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 151 882 | −24,07 | 6 785 | −24,74 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5 636 | −60,50 | 252 | −60,96 |
