Grundläggande statistik
| Institutionella ägare | 346 total, 346 long only, 0 short only, 0 long/short - change of −4,16% MRQ |
| Genomsnittlig portföljallokering | 0.6745 % - change of −6,81% MRQ |
| Institutionella aktier (lång) | 83 287 905 (ex 13D/G) - change of 7,11MM shares 9,33% MRQ |
| Institutionellt värde (lång) | $ 3 129 430 USD ($1000) |
Institutionellt ägande och aktieägare
SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF (US:TOTL) har 346 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 83,287,905 aktier. Största aktieägare inkluderar Fmr Llc, FPCIX - Strategic Advisers Core Income Fund, Morgan Stanley, Signature Estate & Investment Advisors Llc, Envestnet Asset Management Inc, Cwm, Llc, LPL Financial LLC, Wealth Enhancement Advisory Services, Llc, Tectonic Advisors Llc, and Bank Of America Corp /de/ .
SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF (ARCA:TOTL) 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 10, 2025 is 40,63 / share. Previously, on September 11, 2024, the share price was 41,55 / share. This represents a decline of 2,21% 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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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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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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 547 | 0,00 | 62 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 668 | −92,38 | 27 | −92,63 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 59 818 | 75,53 | 2 399 | 76,92 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 334 622 | 16,15 | 13 422 | 15,63 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 721 102 | −1,70 | 29 | −3,45 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 37 004 | −5,76 | 1 484 | −6,19 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 85 | 0,00 | 3 | 0,00 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 66 467 | −3,74 | 2 653 | −4,40 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 116 656 | 8,78 | 4 659 | 8,30 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 16 445 | 139,51 | 1 | |||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 30 890 | 1,96 | 1 239 | 1,48 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 68 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 36 126 | −8,01 | 1 449 | −8,41 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 11 528 | 6,26 | 462 | 5,72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 470 400 | 2,25 | 18 868 | 1,79 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 822 | 0,00 | 33 | −3,03 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 151 661 | −57,18 | 6 083 | −57,37 | ||||
| 2025-07-18 | 13F | Vicus Capital | 287 942 | 3,52 | 11 549 | 3,05 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 334 266 | −8,45 | 13 407 | −8,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 196 045 | 4,60 | 128 193 | 4,13 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4 780 | 192 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 142 734 | 1,67 | 85 945 | 1,21 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 10 758 | 0,96 | 432 | 0,47 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45 039 | 8,29 | 1 806 | 7,82 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Hummer Financial Advisory Services Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 066 818 | 159,52 | 42 790 | 158,36 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 12 690 | −3,50 | 509 | −3,78 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5 274 | 212 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 75 000 | −16,67 | 3 008 | −17,04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 000 | 4,77 | 241 | 4,35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 372 540 | 14,78 | 135 | 14,41 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10 550 | 0,28 | 423 | 0,00 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 3 740 | 0,00 | 150 | 0,00 | ||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 795 632 | 23,41 | 31 610 | 21,46 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 49 777 | −92,59 | 2 | −96,15 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 514 | −3,32 | 181 | −3,72 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 160 502 | 47,64 | 6 438 | 46,96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 976 994 | 2,37 | 39 188 | 1,91 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 87 737 | −4,48 | 3 508 | −5,06 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 281 691 | 16,01 | 11 299 | 15,50 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 114 737 | −2,23 | 4 602 | 114 950,00 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 4 982 | −23,13 | 0 | |||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 13 375 | 0,00 | 536 | −0,37 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20 806 | −10,37 | 835 | −10,52 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22 846 | 1 | ||||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 169 644 | 0,40 | 6 804 | −0,06 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 59 517 | 9,37 | 2 387 | 8,90 | ||||
| 2025-05-05 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 603 | 0,00 | 64 | 0,00 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 40 875 | 1,81 | 1 639 | 1,36 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 9 284 | −40,67 | 372 | −40,95 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 404 | 0,00 | 16 | 0,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 250 | 1,21 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 7 413 | −3,90 | 297 | −4,19 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Reston Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-01 | 13F | Auour Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 121 684 | 3,73 | 4 881 | 3,26 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 893 262 | −1,95 | 35 829 | −2,39 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 28 | −99,25 | 1 | −99,33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 78 670 | 18,29 | 3 155 | 17,77 | ||||
| 2025-07-15 | 13F | DKM Wealth Management, Inc. | 6 076 | 0,00 | 244 | −0,41 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 104 146 | 4 177 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 131 414 | 41,02 | 5 271 | 40,41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 803 | 9,83 | 514 | 9,38 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 5 811 | 0,00 | 233 | −0,43 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 261 | −9,38 | 10 | −9,09 | ||||
| 2025-08-11 | 13F | Eq Llc | 14 506 | −28,50 | 582 | −28,89 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8 114 | −82,03 | 325 | −82,13 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 497 | −6,39 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 467 | 0,00 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 847 | 235 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 230 540 | 13,55 | 9 247 | 13,03 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 53 234 | 5,11 | 2 135 | 4,66 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 69 915 | −50,66 | 2 783 | −51,25 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 4 800 | 0,00 | 193 | −0,52 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 397 767 | 7,65 | 15 954 | 7,17 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 13 969 | −47,95 | 560 | −48,20 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 19 465 | −8,27 | 777 | −7,83 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 179 | 0,00 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 151 732 | −0,91 | 6 086 | −1,36 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 65 148 | −16,63 | 2 613 | −16,99 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 100 626 | 5,14 | 4 054 | 7,56 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 33 319 | 31,70 | 1 336 | 31,11 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 10 521 | −6,49 | 422 | −7,06 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12 891 | 0,02 | 517 | −0,39 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 24 010 | 0,00 | 963 | −0,41 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 737 | 0,17 | 390 | −0,26 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 203 592 | 2,74 | 8 166 | 2,29 | ||||
| 2025-04-15 | 13F | Kozak & Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 796 280 | 31 939 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 795 | 0,00 | 32 | −3,12 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10 732 | 24,99 | 430 | 24,64 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 46 442 | 1,60 | 1 863 | 1,14 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 7 966 | 10,98 | 320 | 10,76 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 28 | 0,00 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 385 | 0,22 | 55 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 244 264 | 3,30 | 9 797 | 2,84 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 7 970 | −2,23 | 316 | −2,17 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 14 098 | 8,05 | 565 | 7,62 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 39 888 | −3,18 | 1 600 | −3,62 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 118 292 | 116,00 | 4 745 | 115,05 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 102 426 | 26,38 | 4 108 | 25,82 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 921 | −14,17 | 37 | −16,28 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 8 271 | 53,74 | 332 | 53,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 108 622 | 0,46 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 24 526 | −4,33 | 984 | −4,75 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 150 129 | 0,37 | 6 022 | −0,08 | ||||
| 2025-07-30 | NP | FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10 668 758 | 70,63 | 423 870 | 67,93 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 19 445 | 3,98 | 780 | 3,45 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 25 362 | 104,02 | 1 017 | 103,40 | ||||
| 2025-05-01 | 13F | New England Professional Planning Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 36 837 | −4,19 | 1 478 | −4,65 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 572 014 | 2,08 | 63 053 | 1,63 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 269 259 | −0,73 | 10 800 | −1,18 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 571 048 | −0,16 | 143 235 | −0,61 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 82 690 | −4,62 | 3 317 | −5,07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 43 471 | −5,74 | 1 744 | −6,19 | ||||
| 2025-04-14 | 13F | Priebe Wealth Holdings LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 11 145 | −6,58 | 447 | −6,87 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 37 157 | 24,76 | 1 490 | 24,48 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 8 780 | 10,51 | 352 | 10,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 21 798 | −38,26 | 1 | −100,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 14 | −50,00 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 69 947 | 40,37 | 3 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 66 608 | 5,88 | 2 672 | 5,41 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 13 924 | −0,32 | 558 | −0,71 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7 334 | −0,72 | 294 | −1,01 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 90 098 | 44,23 | 3 614 | 43,60 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 14 878 | −6,55 | 597 | −7,02 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 662 080 | 0,28 | 26 556 | −0,17 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 6 700 | 0,00 | 269 | −0,37 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 21 036 | 1,14 | 844 | 0,72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 611 658 | 5,34 | 24 534 | 4,87 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 311 427 | −2,78 | 12 491 | −3,21 | ||||
| 2025-08-08 | 13F | Creative Planning | 16 225 | −18,65 | 651 | −19,05 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 977 509 | 0,99 | 39 149 | 1,78 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 438 182 | −3,73 | 96 991 | −4,95 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 175 826 | 11,23 | 7 052 | 10,72 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 293 089 | −22,08 | 212 306 | −22,43 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14 032 | 3,21 | 563 | 2,93 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 23 791 | 4,65 | 954 | 4,26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 847 501 | 0,99 | 74 109 | 0,55 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2 864 | 1,27 | 115 | 0,88 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 374 053 | −0,43 | 15 003 | −0,87 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 6 531 | 11,95 | 261 | 11,11 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 27 677 | 20,50 | 1 110 | 20,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 36 836 | 12,56 | 1 478 | 12,06 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 67 671 | 16,35 | 3 | 0,00 | ||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 80 077 | 8,21 | 3 212 | 7,72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 420 775 | 22,96 | 17 | 23,08 | ||||
| 2025-05-09 | 13F | Drucker Wealth 3.0, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 533 103 | 1,15 | 21 383 | 0,70 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15 655 | 3,86 | 628 | 3,29 | ||||
| 2025-04-30 | 13F | Ntv Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 186 | 7 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 20 435 | 1 | ||||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 5 039 | 0,68 | 202 | 0,50 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 8 369 | 336 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 11 863 | −5,80 | 476 | −6,31 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 20 524 | −1,68 | 823 | −2,14 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 87 473 | −19,12 | 3 509 | −19,49 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 69 583 | 2,03 | 2 769 | 2,56 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8 121 | −5,06 | 326 | −5,52 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 924 | 39,20 | 157 | 38,94 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 514 531 | 111,61 | 20 638 | 110,67 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1 390 | −1,63 | 56 | −1,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 245 274 | 56,82 | 9 838 | 56,12 | ||||
| 2025-04-22 | 13F | Weaver Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 699 607 | −6,52 | 27 944 | −7,33 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 153 | 0,00 | 6 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 15 767 | 17,85 | 632 | 17,25 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 15 564 | −13,10 | 624 | −13,45 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 39 | 2 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 335 708 | −8,82 | 13 391 | −8,84 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17 663 | 0,18 | 708 | −0,28 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 10 399 | 417 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 7 363 | 0,00 | 295 | −0,34 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7 718 | 2,42 | 310 | 1,97 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 490 991 | 1,15 | 19 694 | 0,70 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 31 325 | −0,55 | 1 256 | −1,02 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30 211 | −13,65 | 1 212 | −14,05 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 103 325 | 3,53 | 4 163 | 5,88 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 175 938 | 25,80 | 7 057 | 28,10 | ||||
| 2025-08-14 | 13F | Comerica Bank | 37 580 | −4,42 | 1 507 | −4,86 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 262 438 | −4,85 | 10 526 | −5,27 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 351 017 | 8,22 | 14 079 | 7,74 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1 401 888 | 0,42 | 56 230 | −0,03 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 851 | 3,26 | 195 | 2,65 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 5 911 | −20,95 | 237 | −21,26 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 26 656 | −2,29 | 1 069 | −2,73 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 6 722 | 270 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 113 | −1,81 | 205 | −1,91 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 077 | 0,79 | 123 | 0,00 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 5 773 | 232 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 144 418 | −6,46 | 5 793 | −6,88 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 979 | 0,00 | 39 | 0,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 963 | 456,09 | 79 | 457,14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 112 193 | 20,17 | 4 500 | 19,65 | ||||
| 2025-07-28 | 13F | Dock Street Asset Management Inc | 5 585 | 0,00 | 224 | −0,44 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 13 428 | −23,68 | 539 | −24,01 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 17 706 | 0,00 | 710 | −0,42 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 66 | 0,00 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 10 919 | −1,32 | 438 | −1,80 | ||||
| 2025-04-22 | 13F | Center For Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 370 | 0,00 | 15 | 0,00 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 26 320 | 1 048 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 17 540 | 8,59 | 704 | 8,15 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7 660 | −52,05 | 311 | −52,67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21 770 | 20,30 | 873 | 19,75 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 044 | 82 | ||||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 96 295 | −0,53 | 3 862 | −0,97 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 12 787 | 0,00 | 513 | 1,79 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 7 879 | −15,58 | 316 | −15,96 | ||||
| 2025-05-13 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 8 731 | −68,89 | 350 | −69,03 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 102 307 | −0,42 | 4 104 | −0,87 | ||||
| 2025-07-31 | 13F | United Community Bank | 33 447 | 0,72 | 1 342 | 0,30 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 16 704 | 0,00 | 670 | −0,59 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 113 826 | −11,36 | 4 586 | −9,33 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 112 315 | −1,33 | 4 505 | −1,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 91 493 | 3 670 | ||||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 526 422 | 2,27 | 21 115 | 1,81 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 17 002 | 2,26 | 682 | 1,79 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 1 171 | 0,00 | 47 | −2,13 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 125 107 | 7,09 | 5 018 | 6,61 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 306 | 52 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 42 894 | 5,42 | 1 721 | 4,94 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 77 748 | 49,54 | 3 108 | 48,64 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7 386 | 0,37 | 296 | 0,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 6 547 | 0,00 | 263 | −0,38 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 89 744 | 0,00 | 3 600 | −0,44 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 256 | −27,48 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 14 881 | −2,79 | 597 | −3,25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 058 | 0,82 | 163 | 1,25 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 63 975 | 2,96 | 2 566 | 2,52 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 176 812 | 16,46 | 7 092 | 15,92 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 8 280 | 0,00 | 331 | −0,60 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 126 | 1,61 | 5 | 25,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 61 559 | 0,01 | 2 469 | −0,40 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 175 378 | −1,59 | 7 034 | −2,03 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 29 611 | 10,64 | 1 188 | 10,11 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35 387 | 44,24 | 1 419 | 43,62 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 4 798 | −5,98 | 192 | −6,34 | ||||
| 2025-07-17 | 13F | KWB Wealth | 348 119 | 33,42 | 14 026 | 36,47 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7 209 | −3,12 | 289 | −3,34 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 5 603 | −6,49 | 225 | −7,05 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 18 232 | −3,63 | 1 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8 725 | 0,00 | 350 | −0,57 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 24 603 | −2,22 | 987 | −2,67 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 399 379 | 10,32 | 16 019 | 9,83 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 34 061 | −27,54 | 1 351 | −28,63 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 111 377 | 4 467 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 532 | 1,26 | 61 | 1,67 | ||||
| 2025-07-24 | 13F | Eastern Bank | 15 673 | −80,00 | 629 | −80,11 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 10 909 | 22,71 | 438 | 22,07 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 12 022 | 3,03 | 482 | 2,55 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 114 503 | 66,12 | 4 593 | 65,36 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 177 | 0,00 | 7 | 0,00 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 560 026 | 2,77 | 22 463 | 2,30 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2 646 | 1,69 | 106 | 1,92 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 203 638 | −4,22 | 8 101 | −3,47 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 6 310 | 2,32 | 253 | 2,02 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5 123 | −33,59 | 206 | −33,87 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 6 365 | 0,00 | 255 | −0,39 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 9 482 | 16,26 | 380 | 15,85 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 8 941 | −6,55 | 359 | −7,01 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 118 | −4,84 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 80 173 | −6,86 | 3 216 | −7,30 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 265 | 0,00 | 11 | 0,00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 636 851 | −16,13 | 25 544 | −16,51 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 7 311 | −0,33 | 293 | −0,68 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 14 912 | 10,30 | 595 | 9,38 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 56 380 | −16,68 | 2 261 | −17,06 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 191 509 | 21,00 | 7 681 | 20,47 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 4 843 | −21,96 | 264 | 6,91 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 31 675 | 0,00 | 1 270 | −0,47 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 535 | 0,00 | 21 | 0,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5 072 | 203 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 46 037 | −10,31 | 1 847 | −10,74 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 187 083 | −2,42 | 7 492 | −1,45 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1 050 | 0,00 | 42 | 0,00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 4 239 | 13,22 | 170 | 13,33 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 100 543 | 133,77 | 4 033 | 132,79 | ||||
| 2025-08-27 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 147 225 | 0,00 | 5 905 | −0,44 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 8 857 | −4,80 | 355 | −5,08 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11 448 | 1,49 | 459 | 1,10 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 215 515 | 0,25 | 8 644 | 1,02 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 437 | 49,97 | 98 | 49,23 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 12 784 | 29,76 | 513 | 29,29 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 378 330 | 1,66 | 15 175 | 1,21 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5 878 | 2,65 | 236 | 2,17 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 7 513 | −1,31 | 301 | −1,63 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 27 397 | −7,16 | 1 099 | −7,65 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 821 760 | 11,98 | 32 690 | 11,51 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 120 390 | −12,38 | 4 829 | −12,79 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 28 726 | −10,57 | 1 152 | −10,97 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 4 464 | 0,68 | 179 | 0,56 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 471 668 | −40,56 | 59 029 | −40,82 | ||||
| 2025-07-18 | 13F | Deltec Asset Management Llc | 5 400 | 0,00 | 217 | −0,46 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 38 368 | −11,09 | 1 539 | −11,51 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 375 | −11,96 | 216 | −12,60 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 19 373 | 8,05 | 777 | 7,62 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 312 358 | 29,77 | 12 529 | 29,19 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 2 424 193 | −1,55 | 97 234 | −1,99 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14 851 | 0,06 | 592 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 17 727 | 45,63 | 711 | 45,10 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 460 791 | 3,69 | 18 482 | 3,23 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 493 006 | 8,54 | 19 774 | 8,05 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 40 415 | −1,84 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 122 426 | 1,07 | 4 911 | 0,61 | ||||
| 2025-08-27 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 37 866 | −2,92 | 1 519 | −3,37 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 478 | −0,40 | 59 | 0,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 710 | −16,75 | 69 | −17,07 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 174 597 | 10,29 | 7 003 | 9,80 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 58 145 | 3,48 | 2 332 | 3,05 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 239 293 | −6,29 | 10 | −10,00 | ||||
| 2025-09-03 | 13F | American Trust | 8 617 | 346 | ||||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 15 392 | −77,04 | 617 | −77,15 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 4 290 | −7,52 | 172 | −7,53 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 364 567 | 3,94 | 14 623 | 3,47 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14 395 | −5,50 | 1 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 610 108 | 8,47 | 64 581 | 7,99 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 49 903 | −0,98 | 2 002 | −1,43 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 106 381 | −2,91 | 4 267 | −3,35 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9 088 | 0,00 | 365 | −0,55 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 12 137 | 55,32 | 487 | 58,31 | ||||
| 2025-08-01 | 13F | Motco | 21 715 | 23,80 | 866 | 22,66 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11 588 | 0 | ||||||
| 2025-05-15 | 13F | Keel Point, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 6 075 | −12,90 | 244 | −13,52 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 20 303 | 229,70 | 814 | 228,23 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 101 911 | 4,27 | 4 088 | 3,78 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 22 975 | 3,37 | 922 | 2,91 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11 465 | 1,20 | 460 | 0,66 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 201 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13 817 325 | 120,89 | 554 213 | 119,90 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 14 988 | −41,47 | 601 | −41,71 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 365 | 15 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 791 | 1,02 | 32 | 0,00 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 83 863 | 8,62 | 3 364 | 8,14 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11 354 | −40,08 | 455 | −40,21 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 16 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 117 301 | 54,86 | 4 705 | 54,18 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 127 948 | 4,25 | 5 132 | 3,80 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 59 193 | −7,70 | 2 374 | −8,09 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 268 141 | 9,88 | 10 755 | 9,40 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 587 | 0,00 | 64 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 16 621 | 19,20 | 667 | 18,72 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 5 498 369 | −4,21 | 220 540 | −4,64 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 43 107 | 1,55 | 1 729 | 1,11 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 15 564 | −1,06 | 624 | −1,11 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 99 134 | −21,33 | 3 976 | −21,69 | ||||
| 2025-08-27 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 251 616 | 0,00 | 10 092 | −0,44 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 112 775 | 16,99 | 4 523 | 16,48 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 600 | 0,00 | 64 | −1,56 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 13 649 | −1,10 | 547 | −1,62 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 208 812 | 17,48 | 8 375 | 16,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 747 830 | 5,10 | 70 105 | 4,63 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 19 287 | 199,07 | 775 | 202,34 |
