Grundläggande statistik
| Institutionella ägare | 438 total, 438 long only, 0 short only, 0 long/short - change of −1,13% MRQ |
| Genomsnittlig portföljallokering | 0.8138 % - change of 1,92% MRQ |
| Institutionella aktier (lång) | 196 611 234 (ex 13D/G) - change of 19,50MM shares 11,01% MRQ |
| Institutionellt värde (lång) | $ 10 082 588 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF (US:USIG) har 438 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 196,611,234 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Tiaa Trust, National Association, Empower Advisory Group, LLC, Ameriprise Financial Inc, Truist Financial Corp, Assetmark, Inc, BlackRock, Inc., Envestnet Asset Management Inc, Allworth Financial LP, and Franklin Resources Inc .
iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF (NasdaqGM:USIG) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 8, 2025 is 52,19 / share. Previously, on September 9, 2024, the share price was 52,39 / share. This represents a decline of 0,38% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-11-13 | TRUIST FINANCIAL CORP | 7,796,588 | 14,983,780 | 92.18 | 3.20 | -37.39 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 285 | 15 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 13 572 | 1,83 | 693 | 3,43 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 80 100 | 22,66 | 4 120 | 23,54 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 9 327 | 0,28 | 480 | 0,84 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 14 407 | 0,98 | 741 | 1,79 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 10 640 | 547 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 10 202 | 1,55 | 525 | 2,14 | ||||
| 2025-08-26 | NP | LPREX - BlackRock LifePath Dynamic 2040 Fund Investor A Shares | 411 019 | 21 143 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 10 032 | 115,14 | 516 | 116,81 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 370 | 146,67 | 19 | 171,43 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 281 756 | 151,41 | 14 516 | 154,04 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 24 079 | 1 213 | ||||||
| 2025-05-14 | 13F | Metropolitan Life Insurance Co/ny | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 14 292 | 14,68 | 735 | 15,57 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 376 | 0,00 | 19 | 0,00 | ||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 125 | 0,00 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 13 543 | −10,99 | 697 | −10,42 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 3 912 | 201 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 55 | 0,00 | 3 | 0,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 26 | −50,00 | 1 | −50,00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 455 275 | 4,26 | 23 419 | 4,99 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 256 | 0,00 | 13 | 0,00 | ||||
| 2025-05-07 | 13F | Ridgewood Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 913 | 47 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 186 | 0,00 | 10 | 0,00 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 13 563 | −6,71 | 698 | −6,06 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 827 | 197 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 89 | 41,27 | 5 | 33,33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 22 990 | 17,45 | 1 183 | 18,32 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 279 | 14 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 126 468 | 10,76 | 6 473 | 10,97 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 19 949 | 4,00 | 1 026 | 4,80 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12 040 | −5,52 | 619 | −4,77 | ||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 2 707 | 1 153,24 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10 950 | −98,53 | 563 | −98,52 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 33 073 | 18,55 | 1 701 | 19,37 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 37 919 | 0,00 | 1 951 | 0,72 | ||||
| 2025-08-08 | 13F | Creative Planning | 32 140 | −0,20 | 1 653 | 0,49 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 109 000 | 65,23 | 5 607 | 66,43 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 249 | −90,08 | 64 | −90,03 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 22 466 | 7,70 | 1 143 | 7,32 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 106 934 | 19,44 | 5 501 | 20,27 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 13 258 | 0,00 | 682 | 0,59 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | −100,00 | 0 | |||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 75 801 | −2,45 | 3 899 | −1,76 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 76 132 | 347,65 | 4 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 159 | 0,00 | 8 | 0,00 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 58 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 41 167 | 11,03 | 2 118 | 11,83 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 1 068 899 | 3,53 | 54 984 | 4,26 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 354 006 | −2,38 | 18 210 | −1,69 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 60 295 | 0,66 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 18 218 | 937 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 2 113 | −13,86 | 109 | −13,60 | ||||
| 2025-07-31 | 13F | Japan Science & Technology Agency | 3 800 000 | −16,99 | 195 472 | −16,41 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 38 774 | −18,98 | 1 995 | −18,41 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5 089 | −74,46 | 259 | −74,25 | ||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 287 810 | 1,05 | 14 805 | 1,76 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 274 | 0,00 | 14 | 7,69 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 | 0 | ||||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 10 737 | −0,05 | 552 | 0,73 | ||||
| 2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 4 764 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Choate Investment Advisors | 310 | 16 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 156 959 | 12,05 | 8 067 | 12,75 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 210 | 125,81 | 11 | 150,00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial | 376 559 | −3,08 | 19 370 | −2,39 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 1 392 426 | −1,99 | 71 626 | −1,30 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 757 | 39 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 20 601 | −2,31 | 1 060 | −1,67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 202 637 | 4,41 | 61 864 | 5,14 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 346 | −78,45 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 213 | 0,00 | 165 | 0,61 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 13 971 | −1,63 | 719 | −0,97 | ||||
| 2025-04-03 | 13F | Versant Capital Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10 164 | 37,61 | 523 | 38,46 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 463 | 34,34 | 75 | 36,36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 86 521 | −20,81 | 4 451 | −20,25 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 3 609 | 0,00 | 183 | −0,54 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 310 087 | 14,93 | 15 951 | 15,74 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4 085 | −11,83 | 210 | −11,02 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 266 028 | 10,60 | 13 682 | 11,35 | ||||
| 2025-04-29 | 13F | Quattro Financial Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11 438 | 588 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8 906 | −46,18 | 458 | −45,80 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 14 881 | 0,00 | 760 | 1,60 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 920 | −14,54 | 305 | −13,88 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 106 605 | 33,56 | 5 369 | 31,67 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 200 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 250 | 0,00 | 13 | 0,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 1 150 208 | 4,65 | 59 167 | 5,38 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 779 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 44 999 | 6,17 | 2 315 | 6,93 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 4 921 | −12,27 | 253 | −11,54 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 52 112 | −96,30 | 2 681 | −96,27 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 297 400 | 17,04 | 15 298 | 17,87 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 39 | 2 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 13 114 | 675 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 307 | 0,00 | 16 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 458 619 | 1,75 | 280 791 | 3,48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 87 617 | 54,57 | 5 | 100,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 267 | 20,74 | 631 | 21,81 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 4 055 | −2,50 | 209 | −1,89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 519 436 | −11,94 | 129 600 | −11,32 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 39 093 | −21,42 | 2 011 | −20,90 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 488 | 2,34 | 77 | 2,70 | ||||
| 2025-08-05 | 13F | New Jersey Better Educational Savings Trust | 698 945 | 0,00 | 35 954 | 0,70 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 27 795 | 0,00 | 1 430 | 0,70 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 7 676 | 2,66 | 395 | 3,41 | ||||
| 2025-08-14 | 13F | Fmr Llc | 16 515 | 75,39 | 850 | 76,88 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 963 | 26,74 | 461 | 27,70 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 42 805 | −1,44 | 2 202 | −0,77 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 43 524 258 | 2,26 | 2 238 888 | 2,98 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 19 256 | −24,70 | 986 | −22,56 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-27 | NP | MAPP - Harbor Multi-Asset Explorer ETF | 2 662 | 135 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 136 590 | 27,62 | 7 026 | 28,52 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 13 875 | 9,47 | 1 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 152 | 0,00 | 8 | 0,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 710 | −5,00 | 88 | −5,43 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 240 233 | −9,79 | 12 358 | −9,15 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 653 | −10,40 | 599 | −9,79 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2 427 | 0,00 | 125 | 0,81 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 276 349 | 11,45 | 14 215 | 12,24 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 755 652 | 2,35 | 38 871 | 3,07 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 36 298 | −4,90 | 1 867 | −4,21 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 73 403 | −3,21 | 3 730 | −2,76 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 901 | 0,00 | 98 | 0,00 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 247 122 | 2,08 | 12 712 | 2,79 | ||||
| 2025-04-30 | 13F | Adapt Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 18 489 | 2,61 | 951 | 3,37 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 626 845 | −11,47 | 32 245 | −10,85 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 20 178 | −4,69 | 1 038 | −4,07 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 244 | 24,49 | 13 | 20,00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service | 242 129 | −40,80 | 12 455 | −40,38 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 89 094 | −6,05 | 4 583 | −5,41 | ||||
| 2025-05-02 | 13F | Leelyn Smith, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 6 159 | 0,00 | 317 | 0,64 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 54 233 | 19,96 | 2 790 | 20,79 | ||||
| 2025-04-15 | 13F | Attessa Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 32 765 | 1 685 | ||||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 13 966 | 7,42 | 718 | 8,13 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2 613 | −8,22 | 134 | −7,59 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 22 045 | 1 134 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 787 | −22,07 | 401 | −21,57 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 20 067 | −3,14 | 1 032 | −2,46 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 272 | 0,00 | 14 | 0,00 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 10 800 | −50,00 | 556 | −49,68 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13 175 | 12,93 | 678 | 13,78 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10 809 | 55,03 | 556 | 56,18 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 89 480 | −0,69 | 4 588 | −0,30 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 11 413 | 0,00 | 587 | 0,86 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 975 | 0,00 | 50 | 2,04 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 821 | 126,23 | 248 | 128,70 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service | 368 419 | −47,33 | 18 951 | −46,96 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service | 26 172 | −34,11 | 1 346 | −33,63 | ||||
| 2025-08-26 | NP | LPRDX - BlackRock LifePath Dynamic 2030 Fund Investor A Shares | 344 527 | 17 722 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2 055 | 106 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 20 075 | 13,31 | 1 029 | 13,84 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 160 202 | 13,82 | 8 254 | 14,99 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Motco | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 15 458 | −81,27 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 206 | 7,29 | 11 | 11,11 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 72 | 4 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 270 | 358,48 | 65 | 364,29 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 4 414 | 172,47 | 227 | 176,83 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 10 448 | 1,16 | 537 | 1,90 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 111 805 | 4,29 | 5 751 | 5,02 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 848 | 0,00 | 95 | 1,06 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 34 686 | 9,88 | 1 784 | 10,67 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 5 350 | 0,00 | 275 | 0,73 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 296 592 | 102,52 | 15 250 | 125,16 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 173 | 30,62 | 60 | 33,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 7 900 | −1,25 | 406 | −0,49 | |||
| 2025-08-01 | 13F | Banco Santander, S.A. | 37 440 | −87,25 | 1 926 | −87,16 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 109 | 0,00 | 6 | 0,00 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 10 | 0,00 | 1 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 60 879 | 350,09 | 3 132 | 353,77 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 1 468 | 0,00 | 157 | −1,26 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 35 672 | 2,95 | 1 835 | 3,67 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14 726 | −1,08 | 758 | −0,39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10 100 | 40,71 | 520 | 41,80 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R | 743 | 38 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 385 500 | 13,61 | 19 830 | 14,42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 557 653 | 17,14 | 80 126 | 17,97 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 389 | 0,00 | 20 | 0,00 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 596 | 31 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 676 819 | −5,99 | 34 816 | −5,33 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 16 517 713 | 5,23 | 849 671 | 5,98 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 824 852 | 3,22 | 42 430 | 3,94 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 757 | 307,66 | 90 | 309,09 | ||||
| 2025-05-15 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | CNO Financial Group, Inc. | 150 000 | 0,00 | 7 716 | 0,70 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19 815 | 1 019 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 394 | 0,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 624 813 | −1,18 | 32 140 | −0,48 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 74 291 | 6,70 | 3 822 | 7,45 | ||||
| 2025-05-15 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 242 | −60,46 | 12 | −61,29 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 4 690 | −1,37 | 241 | −0,41 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 30 | 30,43 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 2 262 | 16,90 | 116 | 17,35 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares | 20 468 | 1 053 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 66 | 0,00 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 959 465 | 25,61 | 357 985 | 26,49 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 23 506 | 1 209 | ||||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 38 | 0,00 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 151 | 655,00 | 8 | 600,00 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 4 | 33,33 | 0 | |||||
| 2025-04-18 | 13F | Financial Freedom, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 23 177 950 | 317,13 | 1 189 420 | 319,06 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 87 669 | 9,98 | 4 510 | 10,76 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4 388 | 226 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 14 769 | 5,39 | 1 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5 963 | 0,00 | 305 | 1,33 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3 200 | 1,14 | 165 | 1,86 | ||||
| 2025-08-14 | 13F | Comerica Bank | 158 659 | 7,41 | 8 161 | 8,16 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 13 128 | −1,77 | 675 | −1,03 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 7 239 | 372 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 180 | 2,39 | 781 | 3,04 | ||||
| 2025-08-26 | NP | LPJRX - BlackRock LifePath Dynamic 2035 Fund Class R Shares | 336 081 | 17 288 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 209 536 | −2,30 | 10 779 | −1,61 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 7 219 117 | 0,90 | 371 351 | 1,61 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19 887 | 318,67 | 1 023 | 322,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47 941 | 14,11 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Davis Capital Management | 69 | 0,00 | 4 | 0,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 448 | 0,00 | 23 | 4,55 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 26 877 | 40,79 | 1 383 | 41,74 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12 899 | 48,57 | 664 | 49,66 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 202 614 | −46,96 | 10 422 | −46,59 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 47 741 | 23,35 | 2 456 | 24,18 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13 369 | −13,13 | 688 | −12,60 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 410 982 | 17,41 | 21 141 | 18,23 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 16 161 | 2,47 | 831 | 3,23 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 266 | −65,77 | 65 | −65,43 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5 240 | 270 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 392 | 149,46 | 72 | 153,57 | ||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 22 482 | −91,48 | 1 156 | −91,42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 531 091 | 208,35 | 27 206 | 209,22 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 43 421 | −1,86 | 2 234 | −1,19 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 197 958 | −3,33 | 10 183 | −2,64 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 976 | 20,71 | 101 | 21,69 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 61 328 | 4,35 | 3 155 | 5,10 | ||||
| 2025-04-10 | 13F | Chesley Taft & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 4 473 | 230 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 671 205 | 56,82 | 34 527 | 57,93 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 110 057 | 3,83 | 5 622 | 5,48 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 2 214 030 | −2,61 | 113 890 | −1,93 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 179 816 | 69,39 | 9 250 | 70,58 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 5 057 | −5,49 | 259 | −5,13 | ||||
| 2025-08-26 | NP | BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares | 9 042 | 465 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 4 952 | 0,00 | 255 | 0,79 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 8 | −85,45 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 37 139 | 2 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 89 230 | −36,08 | 4 565 | −34,64 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 641 | 0,00 | 84 | 1,20 | ||||
| 2025-08-12 | 13F | Prudential Plc | 54 000 | 116,00 | 2 778 | 117,46 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 11 339 | −52,58 | 583 | −52,25 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 4 954 | −30,99 | 255 | −30,60 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 3 949 | 0,00 | 203 | 1,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 725 | 37 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6 032 | −90,84 | 310 | −90,78 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 192 807 | 1,08 | 9 918 | 1,79 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 38 113 | 3,42 | 1 961 | 4,14 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 399 | 21 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 428 414 | −0,17 | 22 038 | 0,54 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 4 829 | 0,00 | 248 | 0,81 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 8 582 | −11,52 | 441 | −10,91 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 26 837 | 3,66 | 1 380 | 4,39 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11 091 | 25,51 | 571 | 28,38 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 145 556 | 48,10 | 7 487 | 49,14 | ||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 90 647 | −34,16 | 4 663 | −33,71 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 18 390 | 2,59 | 946 | 3,28 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 82 318 | 14,37 | 4 234 | 15,18 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 375 | 0,00 | 19 | 0,00 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 9 860 | 67,77 | 507 | 69,00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 204 | 0,00 | 10 | 0,00 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 48 | 0,00 | 2 | 0,00 | ||||
| 2025-04-10 | 13F | KWB Wealth | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 539 087 | 2,56 | 27 731 | 3,29 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class | 410 181 | −3,29 | 21 100 | −2,61 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 478 | 0,21 | 25 | 0,00 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 38 584 | 13,33 | 1 985 | 14,09 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 866 | 0,46 | 45 | 0,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 107 | 0,94 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 779 455 | 3,31 | 142 975 | 4,04 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | 5T Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 12 287 | 11,00 | 632 | 11,86 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4 922 | 253 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 336 | 17 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29 403 | −8,59 | 1 512 | −7,97 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 300 511 | 17,35 | 15 458 | 18,18 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 118 | 0,00 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 2 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 3 740 904 | −41,61 | 192 432 | −41,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 997 | 2,11 | 154 | 3,36 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 5 900 | 4,83 | 301 | 6,74 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 307 | 22,80 | 16 | 25,00 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 10 862 | 86,92 | 559 | 88,51 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 65 | 47,73 | 3 | 50,00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 15 572 | −88,44 | 801 | −88,36 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 671 | −57,15 | 137 | −56,92 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 149 | −93,51 | 8 | −94,02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 21 970 | 257,00 | 1 130 | 265,70 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4 985 750 | 9,09 | 256 467 | 9,86 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 336 | 1,20 | 17 | 6,25 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 101 | −68,73 | 5 | −68,75 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 56 | −89,57 | 3 | −92,59 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 12 795 | 0,13 | 658 | 0,92 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 6 349 | 0,00 | 327 | 0,62 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 89 811 | 0,29 | 4 620 | 0,98 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 555 | 3,22 | 234 | 4,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9 978 176 | 21,05 | 509 873 | 24,33 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 762 635 | −12,01 | 39 230 | −11,24 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 4 222 | 0,00 | 222 | 0,00 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 0 | −100,00 | 0 | |||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 1 912 | 74,93 | 97 | 76,36 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 89 766 | 2,64 | 4 618 | 3,36 | ||||
| 2025-08-26 | NP | LPHAX - BlackRock LifePath Dynamic 2045 Fund Investor A Shares | 254 535 | 13 093 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 3 012 343 | 37,33 | 154 952 | 38,29 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 4 982 | 0,00 | 256 | 0,79 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4 329 | 0,86 | 223 | 1,37 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 135 | 7 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 4 262 | −66,67 | 219 | −66,15 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 102 823 | −6,43 | 5 289 | −5,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 32 150 | −28,60 | 1 654 | −28,10 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 9 794 | −62,91 | 504 | −62,69 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 116 | 9,63 | 417 | 10,32 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10 170 | −56,03 | 1 | −100,00 | ||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | PayPay Securities Corp | 26 | 4,00 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 9 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 360 017 | 0,00 | 18 519 | 0,71 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 51 | 3 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 453 | 23 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 21 302 | 1,76 | 1 096 | 2,43 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 9 349 | 0,24 | 481 | 0,84 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 100 349 | −6,77 | 5 162 | −6,13 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 13 555 | 1,88 | 697 | 2,65 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 817 152 | 8,20 | 42 034 | 8,96 | ||||
| 2025-08-14 | 13F | Santa Clara Valley Transportation Authority | 441 930 | 0,00 | 22 733 | 0,70 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 18 | 0,00 | 1 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 7 294 | 9,36 | 375 | 10,29 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 15 084 | −1,11 | 776 | −0,51 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 009 | 4,05 | 206 | 7,85 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 158 | 4,64 | 8 | 14,29 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 5 480 | 2,91 | 282 | 3,31 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 350 | 0,00 | 18 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19 600 | −2,15 | 1 008 | 0,10 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Moors & Cabot, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 368 | 19 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 834 | 284,33 | 43 | 281,82 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23 093 | 48,36 | 1 188 | 49,31 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11 592 | 596 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4 740 | 244 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12 737 | 20,22 | 653 | 20,74 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 127 929 | 27,75 | 6 581 | 28,64 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7 647 | −15,87 | 393 | −15,30 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 485 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 757 | 0,00 | 39 | 0,00 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 76 968 | −6,61 | 3 959 | −5,94 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 5 853 | 34,80 | 301 | 36,20 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 2 117 | 108 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 8 852 | 0,55 | 455 | 1,34 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 888 | 6,59 | 303 | 7,09 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 53 959 | −10,24 | 2 776 | −9,61 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 55 027 | −0,54 | 2 831 | 0,14 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 507 | 3 280,00 | 26 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 9 256 | 3,92 | 476 | 4,85 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2 800 | 0,00 | 144 | 0,70 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 10 419 | 536 | ||||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 853 581 | −8,76 | 43 737 | −8,31 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 249 127 | 2,58 | 12 815 | 3,31 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class | 540 565 | −5,82 | 27 807 | −5,16 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 0 | 0 | ||||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 37 | −98,88 | 2 | −99,41 | ||||
| 2025-08-26 | NP | LPRFX - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares | 246 810 | 12 696 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 85 896 | 2,23 | 4 | 0,00 | ||||
| 2025-04-28 | 13F | Acute Investment Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1 240 | 0,00 | 64 | 0,00 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 317 283 | 2,64 | 16 321 | 3,37 | ||||
| 2025-08-13 | 13F | Financial Avengers, Inc. | 64 262 | 17,65 | 3 306 | 18,50 | ||||
| 2025-04-08 | 13F | Lowe Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 349 | 0,00 | 18 | 0,00 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 360 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 221 033 | 3,98 | 11 370 | 4,71 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 337 | −29,50 | 17 | −29,17 | ||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 113 | 0 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8 532 | 0,00 | 439 | 0,69 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 147 224 | −0,58 | 7 480 | −0,13 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 6 841 | −0,44 | 352 | 0,29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 376 544 | 2,54 | 70 810 | 3,26 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 470 | 710,34 | 24 | 1 050,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 443 | 35,47 | 23 | 214,29 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6 816 | −3,11 | 349 | −3,06 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6 837 | −1,27 | 352 | −0,57 | ||||
| 2025-04-23 | 13F | Symmetry Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 396 | 0,00 | 20 | 0,00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 34 845 | 57,94 | 1 792 | 59,15 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 27 869 | 8,47 | 1 434 | 9,22 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 316 | −98,10 | 119 | −98,09 | ||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 18 281 | 0,10 | 929 | 0,54 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 3 580 324 | 3,81 | 184 172 | 4,54 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 192 | 1,59 | 10 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 4 818 | 6,88 | 248 | 7,39 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 999 | 51 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 9 078 875 | 18,32 | 467 017 | 19,15 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 158 999 | −4,92 | 8 179 | −4,25 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4 674 | 240 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 619 | 32 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 208 | 11 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 8 150 | −16,96 | 419 | −16,37 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8 873 | −10,22 | 456 | −9,52 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 36 839 | 0,00 | 1 895 | 0,69 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 055 | 0,00 | 54 | 1,89 | ||||
| 2025-08-26 | NP | LPVAX - BlackRock LifePath Dynamic 2055 Fund Investor A Shares | 68 862 | 3 542 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 101 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4 270 | 205 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 478 790 | 0,18 | 76 069 | 0,89 | ||||
| 2025-07-09 | 13F | Fjell Capital, LLC | 78 721 | 2,37 | 4 049 | 3,11 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 2 160 | 111 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 17 561 | 5,40 | 903 | 6,11 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 15 823 | 22,21 | 803 | 23,20 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 120 566 | −13,82 | 6 202 | −13,22 | ||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 16 710 | 32,88 | 860 | 33,80 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 55 400 | 752,31 | 2 850 | 758,13 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 097 | 6,12 | 108 | 7,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 252 553 | 4,32 | 12 991 | 5,06 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 47 855 | 25,71 | 2 428 | 27,74 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 44 446 | 42,42 | 2 286 | 43,41 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 52 428 | 32,40 | 2 697 | 33,33 | ||||
| 2025-05-13 | 13F | Clearbridge Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 21 | −87,50 | 1 | −87,50 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 22 072 | 0,52 | 1 135 | 1,25 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 50 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4 467 924 | 1,03 | 229 830 | 1,74 | ||||
| 2025-05-30 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 34 913 | 3,09 | 1 783 | 4,76 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 421 | 31,97 | 22 | 31,25 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 5 421 | 279 | ||||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 61 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5 433 | −23,95 | 279 | −23,35 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 173 697 | −0,86 | 8 935 | −0,17 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 125 000 | 0,00 | 6 430 | 0,70 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 109 | 6 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 29 958 | −0,74 | 1 541 | 0,00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 24 642 | −1,99 | 1 268 | −1,32 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 124 | 0,00 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7 003 | −4,82 | 360 | −4,00 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 045 604 | 23,62 | 362 426 | 24,49 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 313 541 | 6,60 | 16 131 | 7,38 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 25 140 | −6,23 | 1 293 | −5,55 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 510 | −16,94 | 77 | −15,38 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7 745 | 0,00 | 398 | 0,76 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 63 | 3 | ||||||
| 2025-07-29 | 13F | Bellecapital International Ltd. | 4 001 | 0,00 | 206 | 0,49 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1 360 396 | 6,81 | 69 979 | 7,56 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 10 900 | −95,86 | 557 | −95,80 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 11 574 | 2,66 | 595 | 3,48 | ||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 7 159 | 0,00 | 368 | 0,82 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 4 725 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Croban | 18 218 | −4,65 | 937 | −4,00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 45 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 4 167 | 214 |
