Grundläggande statistik
| Institutionella ägare | 726 total, 725 long only, 0 short only, 1 long/short - change of −0,27% MRQ |
| Genomsnittlig portföljallokering | 0.3313 % - change of −23,43% MRQ |
| Institutionella aktier (lång) | 53 679 242 (ex 13D/G) - change of −0,16MM shares −0,30% MRQ |
| Institutionellt värde (lång) | $ 6 715 587 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard World Fund - Vanguard Financials ETF (US:VFH) har 726 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 53,679,242 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, UBS Group AG, Wells Fargo & Company/mn, Green Harvest Asset Management LLC, Raymond James Financial Inc, Beacon Capital Management, Inc., Fmr Llc, Kingstone Capital Partners Texas, LLC, and LPL Financial LLC .
Vanguard World Fund - Vanguard Financials ETF (ARCA:VFH) 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 130,26 / share. Previously, on September 10, 2024, the share price was 107,27 / share. This represents an increase of 21,43% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 6 701 | −0,43 | 853 | 6,09 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 18 | 2 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 9 754 | −2,29 | 1 242 | 4,11 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 288 | 1,02 | 164 | 7,24 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5 963 | 162,23 | 759 | 180,07 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2 047 | 0,00 | 261 | 6,56 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 593 | 0,00 | 75 | 7,14 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 77 513 | −3,35 | 9 867 | 2,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 64 093 | 7,52 | 8 159 | 14,58 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 65 195 | −1,10 | 7 789 | 0,06 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 120 | 15 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 321 | 5,25 | 41 | 11,11 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 99 | 13 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 41 103 | 27,05 | 5 233 | 35,12 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 92 960 | −2,94 | 11 834 | 3,42 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17 497 | 68,60 | 2 227 | 79,74 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 3 880 | 494 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19 667 | 173,91 | 2 504 | 192,07 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 231 410 | −3,28 | 29 459 | 3,05 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 1 977 | −2,47 | 252 | 3,72 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 30 | 0,00 | 4 | 0,00 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 1 882 | 0,00 | 240 | 6,70 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 74 | 0,00 | 9 | 12,50 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 20 620 | 2 625 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 6 391 | −1,40 | 814 | 5,04 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 104 | 0,00 | 13 | 8,33 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 2 852 | 0,00 | 363 | 6,76 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 2 171 | 276 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 698 | 0,00 | 216 | 6,93 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 3 813 | −13,91 | 485 | −8,32 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 12 451 | 4,17 | 1 585 | 10,99 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1 745 | 222 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10 184 | −6,26 | 1 296 | −0,15 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 3 609 | 10,94 | 0 | |||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 233 | 0,00 | 30 | 7,41 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 1 818 | 0,00 | 231 | 6,45 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 5 723 | −2,62 | 729 | 3,70 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 814 | −8,47 | 485 | −2,22 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 3 971 | −2,24 | 510 | 4,95 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10 760 | 14,35 | 1 370 | 21,80 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 18 798 | 2 393 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 544 | 121,14 | 69 | 137,93 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5 096 | 0,10 | 649 | 6,58 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4 392 | 0,02 | 559 | 6,68 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 3 404 | 0,18 | 433 | 6,91 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 32 | 4 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1 376 276 | 13,18 | 175 200 | 20,60 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 177 | −58,06 | 23 | −56,00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 13 | 0,00 | 2 | 0,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 4 128 | −16,45 | 526 | −9,95 | ||||
| 2025-08-12 | 13F | Bokf, Na | 26 354 | −2,46 | 3 355 | 3,90 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 3 310 | 0,00 | 421 | 6,58 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 6 008 | −54,08 | 765 | −51,12 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 4 628 | −41,79 | 589 | −37,93 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 8 888 | 13,73 | 1 131 | 21,22 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2 366 | −62,42 | 301 | −59,97 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 11 417 | −0,44 | 1 453 | 6,06 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 38 212 | −19,90 | 4 864 | −14,65 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1 606 | 459,58 | 192 | 558,62 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 12 506 | 5,76 | 1 592 | 12,75 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3 996 | 100,50 | 509 | 113,45 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11 007 | −34,22 | 1 401 | −29,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 158 002 | −6,22 | 20 | 0,00 | ||||
| 2025-05-09 | 13F | Wealthspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4 777 | −7,94 | 608 | −1,78 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 1 677 | −9,25 | 213 | −3,18 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 118 | −99,96 | 15 | −99,96 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 7 515 | 957 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 252 | −14,29 | 32 | −8,57 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 30 036 | −4,39 | 3 824 | 1,87 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 47 415 | −0,83 | 6 | 20,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 188 | 0,00 | 24 | 4,55 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 3 252 | 5,52 | 414 | 12,50 | ||||
| 2025-05-15 | 13F | Lummis Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 136 | 0,00 | 17 | 6,25 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 13 727 | −6,24 | 1 747 | −0,11 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 61 367 | 7,14 | 7 812 | 14,16 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 11 250 | 0,03 | 1 432 | 6,63 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2 680 | −10,43 | 341 | −4,48 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 | 0 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 3 095 | −8,05 | 394 | −2,24 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 30 905 | 3 798 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 11 442 | 3,67 | 1 457 | 10,47 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 345 | 0,00 | 44 | 4,88 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 4 739 | −17,34 | 603 | −11,84 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 35 | 0,00 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 621 | 0,37 | 206 | 7,29 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 711 | 0,00 | 91 | 7,14 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 2 024 | 0,00 | 258 | 6,64 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 683 | 253,89 | 87 | 273,91 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 13 617 | −0,42 | 1 733 | 6,12 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 48 | −11,11 | 6 | 0,00 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 2 593 | −4,53 | 330 | 1,85 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Advantage Trust Co | 1 689 | 0,00 | 215 | 6,97 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 7 490 | −5,67 | 953 | 0,53 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 50 314 | −32,95 | 6 405 | −28,57 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 1 706 | −7,38 | 217 | −1,36 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 103 408 | 16,04 | 13 164 | 23,64 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 4 055 | 0,00 | 516 | 6,61 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5 007 | 0,04 | 637 | 6,70 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 9 566 | 0,00 | 1 218 | 6,57 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 3 670 | 0,36 | 467 | 7,11 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 5 595 | −1,13 | 712 | 5,33 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 8 037 | 0,01 | 1 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 470 | −12,96 | 60 | −7,81 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 3 612 | 0,00 | 460 | 6,50 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 667 | 0,00 | 721 | 6,50 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2 565 | −4,89 | 327 | 1,24 | ||||
| 2025-05-15 | 13F | Wilson & Boucher Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 3 000 | −53,42 | 382 | −50,46 | ||||
| 2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 834 | 0,00 | 106 | 7,07 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 11 257 | −0,33 | 1 433 | 6,23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 9 | 0,00 | 1 | 0,00 | ||||
| 2025-05-28 | NP | LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares | 7 532 | 900 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 6 101 | −3,69 | 777 | 2,65 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 70 163 | −1,48 | 8 382 | −0,31 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 31 208 | −5,60 | 3 973 | 0,58 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 022 | 39,05 | 130 | 49,43 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 103 | 0,00 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 818 817 | −5,17 | 104 249 | 1,03 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1 585 | 202 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 102 976 | −28,85 | 13 109 | −24,19 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11 418 | 44,46 | 1 454 | 53,92 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 3 150 | 0,00 | 401 | 6,38 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 6 537 | 24,25 | 832 | 32,48 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8 225 | −3,60 | 1 | 0,00 | ||||
| 2025-05-14 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 21 911 | 19,31 | 2 775 | 26,02 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 807 | −6,21 | 1 376 | −0,07 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 115 | 18,56 | 15 | 27,27 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 1 839 | 0,38 | 234 | 7,34 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 120 | 0,00 | 15 | 7,14 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 721 | 0,00 | 86 | 1,18 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 195 | 0,00 | 25 | 4,35 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 12 901 | −0,96 | 1 656 | 6,36 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 29 929 | −0,54 | 3 810 | 5,95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 595 | −15,68 | 840 | −10,17 | ||||
| 2025-04-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF | 23 912 | 0,00 | 3 016 | −0,07 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 6 126 | 0,67 | 780 | 7,29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9 587 | 1 765,18 | 1 220 | 1 900,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 66 793 | 4 880,84 | 8 503 | 5 213,75 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 200 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 29 353 | 2,85 | 3 737 | 9,59 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 1 596 | 203 | ||||||
| 2025-07-28 | 13F | Capital Management Corp /va | 2 235 | 0,00 | 285 | 6,37 | ||||
| 2025-08-08 | 13F | Tiff Advisory Services Inc | 213 451 | 0,00 | 27 172 | 6,56 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 215 975 | −0,56 | 27 513 | 6,03 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 5 268 | 0,15 | 671 | 6,69 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 855 | −92,49 | 363 | −92,01 | ||||
| 2025-07-17 | 13F | City Holding Co | 200 | 0,00 | 25 | 8,70 | ||||
| 2025-07-14 | 13F | LCM Capital Management Inc | 61 159 | 0,45 | 7 785 | 7,03 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19 176 | 105,86 | 2 291 | 108,37 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 1 905 | 0,05 | 243 | 6,61 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 179 | 0,00 | 23 | 4,76 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 7 480 | 0,00 | 1 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 104 677 | −0,34 | 13 325 | 6,20 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 9 216 | −3,66 | 1 173 | 2,71 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 64 574 | 52,64 | 8 220 | 62,64 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 260 248 | 108,99 | 224 032 | 1 405,89 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 18 221 | −6,59 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 290 | −16,43 | 37 | −12,20 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5 819 | 0,31 | 741 | 6,78 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 4 537 | 1,07 | 578 | 7,65 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 23 324 | −0,74 | 2 964 | 2,17 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8 163 | 3,29 | 1 039 | 10,06 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 060 | 0,00 | 135 | 6,35 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5 811 | 3,71 | 740 | 10,46 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 50 799 | 36,97 | 6 409 | 46,33 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5 524 | −8,59 | 660 | −7,57 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 1 217 | 0,00 | 155 | 6,21 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 53 293 | 93,54 | 6 783 | 106,23 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1 053 | 0,38 | 134 | 7,20 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5 437 | −16,97 | 692 | −11,51 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 76 976 | 9 799 | ||||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 58 659 | −0,77 | 7 008 | 0,40 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 2 171 | −9,77 | 276 | −3,83 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 33 759 | 56,02 | 4 297 | 66,23 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3 684 | −29,40 | 469 | −24,88 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 14 508 | 0,53 | 1 847 | 7,08 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 403 | 0,00 | 51 | 6,25 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 398 | 0,00 | 178 | 6,59 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 3 187 | −4,15 | 406 | 2,02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 22 287 | 8,84 | 2 837 | 15,99 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 4 740 | 0,00 | 603 | 6,54 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3 423 | 436 | ||||||
| 2025-07-31 | 13F | Peterson Wealth Services | 773 | 6,92 | 98 | 13,95 | ||||
| 2025-08-12 | 13F | Main Management LLC | 39 430 | 0,20 | 5 | 25,00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 30 569 | −4,05 | 3 891 | 2,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26 979 | 5,38 | 3 434 | 12,30 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 14 277 | −2,95 | 1 817 | 3,41 | ||||
| 2025-08-07 | 13F | PFG Advisors | 3 960 | 2,27 | 504 | 9,09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 870 845 | 10,80 | 110 859 | 18,07 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 2 591 | 330 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 1 608 | −12,42 | 205 | −6,85 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 53 | 0,00 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1 236 | 0,00 | 157 | 6,80 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 7 800 | 11,43 | 993 | 18,66 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 21 268 | 6,91 | 2 707 | 13,93 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 4 355 | 0,00 | 554 | 6,54 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 288 | −0,17 | 291 | 6,59 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 16 506 | 8,04 | 2 101 | 15,12 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 100 023 | −0,06 | 12 733 | 6,48 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 769 | 1,80 | 1 626 | 8,48 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 127 | 0,00 | 16 | 6,67 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 005 | 0,00 | 255 | 6,69 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 22 199 | 1,18 | 2 826 | 7,78 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 403 | 8,33 | 51 | 15,91 | ||||
| 2025-08-13 | 13F | ESG Planning | 27 837 | 0,25 | 3 544 | 6,81 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 9 920 | 2,38 | 1 263 | 9,08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 28 062 | 6,56 | 3 572 | 13,54 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 215 | 33,98 | 1 173 | 42,87 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 10 113 | −12,46 | 1 287 | −6,74 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 244 | 2,41 | 540 | 9,09 | ||||
| 2025-06-25 | NP | EQIN - Columbia Sustainable U.S. Equity Income ETF | 11 688 | 47,02 | 1 364 | 36,40 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 380 | 0,00 | 176 | 6,71 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 296 | 38 | ||||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 2 205 | −85,36 | 278 | −83,75 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 9 744 | 0,21 | 1 240 | 6,80 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 2 945 | −30,06 | 375 | −25,65 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 11 969 | 4,56 | 1 524 | 11,41 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6 104 | 0,21 | 777 | 6,88 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 808 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 12 048 | 0,01 | 1 534 | 6,53 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | one8zero8, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 16 117 | 2,19 | 2 052 | 8,86 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1 608 | 205 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 120 | 0,00 | 15 | 7,14 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 752 | 0,00 | 350 | 6,71 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3 482 | −4,45 | 443 | 1,84 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 899 | 0,00 | 114 | 6,54 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 103 650 | 0,12 | 13 431 | 8,60 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 100 | 0,00 | 13 | 9,09 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 26 902 | −3,51 | 3 425 | 2,79 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1 586 | 202 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 42 | 5 | ||||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 26 050 | 2,99 | 3 316 | 9,98 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16 328 | −5,94 | 2 079 | 0,24 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 267 | −1,04 | 1 052 | 5,41 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2 414 | 11,30 | 307 | 19,92 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 339 | 43 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 6 677 | −11,52 | 850 | −5,77 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 899 | −11,39 | 242 | −5,86 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 343 860 | −1,23 | 43 773 | 5,24 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 60 208 | −22,64 | 6 014 | −24,54 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 664 | 27,84 | 466 | 36,26 | ||||
| 2025-08-08 | 13F | Allianz Se | 46 | −99,98 | 6 | −99,98 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 76 063 | 219,47 | 9 683 | 240,44 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 49 | 0,00 | 6 | 20,00 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 1 | −98,33 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 700 | 0,00 | 344 | 6,52 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4 186 | 533 | ||||||
| 2025-08-14 | 13F | Spectrum Financial Alliance Ltd LLC | 1 949 | 0,00 | 247 | 6,03 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 140 | 0,00 | 145 | 6,62 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8 200 | 1 044 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 28 724 | −35,46 | 3 657 | −31,24 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 3 870 | −72,28 | 493 | −70,49 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 685 150 | 1,43 | 214 520 | 8,08 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 530 | 0,00 | 68 | 6,35 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13 347 | −1,13 | 1 700 | 5,33 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 444 | 0,00 | 57 | 5,66 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 36 | −61,29 | 0 | |||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 4 250 | −4,49 | 541 | 1,88 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 31 936 | 4,54 | 4 065 | 11,40 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 4 503 | 0,38 | 573 | 7,10 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 707 | −19,29 | 472 | −14,05 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 50 980 | −68,71 | 6 490 | −66,66 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 2 803 | 0,25 | 360 | 8,11 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 8 380 | 53,37 | 1 067 | 63,50 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 1 683 | −9,90 | 214 | −4,04 | ||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 75 | 0,00 | 10 | 12,50 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3 300 | 0,00 | 420 | 6,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3 900 | −50,00 | 496 | −46,72 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 46 059 | −20,02 | 5 863 | −14,78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 66 600 | 6,05 | 8 478 | 13,01 | |||
| 2025-07-25 | 13F | Welch Group, LLC | 1 870 | 0,11 | 238 | 8,18 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 3 877 | 494 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 826 | −3,51 | 487 | 2,96 | ||||
| 2025-07-14 | 13F | Stapp Wealth Management, Pllc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 3 830 | 0,00 | 488 | 6,56 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10 979 | 171,76 | 1 398 | 189,83 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 406 | 0,25 | 52 | 6,25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 126 724 | 4,65 | 16 132 | 11,51 | ||||
| 2025-05-05 | 13F | Aire Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 3 312 | 5,08 | 422 | 11,97 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 26 149 | 0,38 | 3 329 | 6,94 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 40 493 | −0,91 | 5 155 | 5,57 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 5 180 | −0,94 | 659 | 5,61 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 1 210 | 0,00 | 154 | 6,94 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 2 414 | 0,00 | 307 | 6,60 | ||||
| 2025-07-16 | 13F | American National Bank | 291 | 37 | ||||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 102 | 0,00 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 258 | −4,56 | 1 305 | 1,64 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 19 425 | −18,36 | 2 387 | −20,47 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3 728 | 0,00 | 475 | 6,52 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 629 | 80 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 343 414 | −26,71 | 43 717 | −21,91 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 22 736 | 8,39 | 2 894 | 15,48 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 17 821 | 1,76 | 2 269 | 8,41 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 016 | 15,19 | 129 | 24,04 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 2 835 | 0,00 | 361 | 6,51 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 250 | 0,00 | 32 | 6,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 2 913 | 0,07 | 371 | 6,63 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 28 863 | 1,85 | 3 674 | 8,54 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 4 771 | −23,38 | 607 | −18,30 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 3 175 | −3,76 | 379 | −2,57 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 2 257 | 1,30 | 287 | 7,89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18 071 | −5,76 | 2 300 | 0,44 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 357 | 24,39 | 45 | 32,35 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 158 | 1,58 | 147 | 9,70 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 335 | 0,00 | 43 | 5,00 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 6 174 | 6,54 | 786 | 13,44 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 880 | 0,00 | 112 | 6,67 | ||||
| 2025-08-15 | 13F | Fairfield, Bush & Co. | 2 823 | −3,22 | 359 | 3,16 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 16 414 | −1,19 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 15 018 | −12,77 | 1 912 | −7,05 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 1 625 | 207 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 100 | 13 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 5 713 | −3,98 | 727 | 2,39 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 2 093 | 0,24 | 266 | 6,83 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 34 440 | 4 384 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 537 866 | −0,23 | 68 470 | 6,31 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 1 644 | −17,22 | 209 | −11,81 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 32 997 | −0,30 | 4 201 | 6,22 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 12 268 | −0,94 | 1 562 | 5,54 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 114 044 | −14,82 | 14 518 | −9,24 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 5 215 | 0,00 | 664 | 6,59 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7 775 | −5,51 | 990 | 0,71 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4 561 | −3,63 | 581 | 2,65 | ||||
| 2025-08-14 | 13F | Comerica Bank | 45 779 | −0,77 | 5 828 | 5,73 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 4 259 | 0,69 | 542 | 7,33 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 6 170 | 0,00 | 785 | 6,51 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 22 910 811 | −0,36 | 2 916 546 | 6,17 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 120 | 20,00 | 15 | 36,36 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 4 869 | −0,51 | 620 | 5,99 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23 512 | −0,76 | 2 993 | 5,76 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 544 | 0,00 | 69 | 7,81 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 187 | 24 | ||||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 1 663 | 212 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 91 447 | −9,33 | 12 | −8,33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 587 | −5,02 | 75 | 1,37 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 16 386 | −11,99 | 2 086 | −6,25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 13 685 | −0,01 | 1 742 | 6,54 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 6 305 | −1,67 | 803 | 4,70 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3 293 | −28,32 | 419 | −22,69 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 980 | −2,00 | 125 | 4,20 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3 357 | −1,06 | 427 | 5,43 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8 786 | 1,65 | 1 118 | 8,33 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 147 534 | 0,90 | 18 781 | 7,52 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 8 555 | 0,00 | 1 089 | 6,56 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 2 000 | −84,73 | 255 | −83,77 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 2 403 | 4,12 | 306 | 10,91 | ||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 5 855 | 745 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 723 | −19,67 | 219 | −14,45 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 427 | 0,00 | 54 | 8,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 28 183 | 2,40 | 3 588 | 9,09 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 114 037 | −1,66 | 14 517 | 4,78 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 47 994 | 0,45 | 6 110 | 7,03 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 27 799 | −1,93 | 3 539 | 4,49 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 52 625 | 1,70 | 6 699 | 8,36 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 136 | 17 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 61 339 | 7 808 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 116 799 | 9,05 | 14 868 | 16,19 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1 595 | 203 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 3 152 | 0,03 | 401 | 6,65 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 4 252 | −2,25 | 541 | 4,24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8 600 | −63,09 | 1 095 | −60,69 | |||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 491 | 0,00 | 63 | 6,90 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 28 156 | −0,27 | 3 584 | 6,29 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4 007 | 19,04 | 0 | |||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 1 974 | 0,10 | 251 | 6,81 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 48 458 | 0,94 | 6 | 20,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 015 | 0,23 | 391 | 9,55 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6 387 | 22,52 | 813 | 30,71 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1 808 | 0,00 | 230 | 6,48 | ||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 10 614 | −17,50 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 26 720 | −8,91 | 3 401 | −3,05 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 666 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 080 487 | 0,26 | 137 546 | 6,84 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3 728 | −85,18 | 475 | −84,22 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 16 939 | −4,76 | 2 156 | 1,51 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 346 000 | 44 046 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 1 635 | 208 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 913 614 | 86 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 265 | −2,46 | 1 307 | 3,90 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 40 | −16,67 | 5 | 0,00 | ||||
| 2025-07-28 | NP | AGOX - Adaptive Growth Opportunities ETF | 67 136 | −3,07 | 8 250 | −5,55 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 705 | −87,59 | 84 | −87,46 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 47 074 | 3,31 | 5 992 | 10,09 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 9 231 | 28,94 | 1 175 | 37,43 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 7 164 | 0,38 | 912 | 6,92 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 100 | 0,00 | 13 | 9,09 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 11 190 | −4,07 | 1 405 | 0,86 | ||||
| 2025-08-14 | 13F | Chai Trust Co Llc | 77 163 | 0,42 | 9 823 | 7,01 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 139 712 | 0,00 | 17 785 | 6,55 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 1 877 | 0,00 | 239 | 6,25 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 7 313 | −5,43 | 931 | 0,76 | ||||
| 2025-08-14 | 13F | Soros Fund Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 159 | 20 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5 482 | 16,19 | 698 | 23,80 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 577 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3 555 | −15,01 | 455 | −2,37 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 130 | 17 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 626 | 16,79 | 79 | 21,88 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 182 957 | −7,60 | 23 436 | −0,77 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 1 801 | −20,45 | 229 | −15,19 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 475 | 0,00 | 60 | 7,14 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 833 | 0,24 | 106 | 7,07 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 1 585 | 5,67 | 202 | 12,29 | ||||
| 2025-04-30 | 13F | Hara Capital LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 906 | 0,00 | 115 | 6,48 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 851 | 0,00 | 236 | 6,33 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2 616 | −6,74 | 333 | −0,60 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 12 254 | 1 447 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 43 560 | 1,87 | 5 545 | 8,56 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4 489 | −35,36 | 571 | −31,12 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 391 | 0,00 | 50 | 6,52 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 627 | −1,62 | 589 | 19,27 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Matisse Capital | 5 871 | 0,00 | 747 | 6,56 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 2 498 | 3,48 | 318 | 10,42 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 30 775 | −36,53 | 3 918 | −32,38 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 147 311 | 1,54 | 18 753 | 8,20 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 53 181 | 6 770 | ||||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 288 | 0,00 | 37 | 5,88 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 253 | 68,67 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 26 924 | 1,05 | 3 427 | 11,19 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 2 391 | 0,17 | 304 | 6,67 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 229 | 2,47 | 538 | 9,13 | ||||
| 2025-08-08 | 13F | Creative Planning | 77 418 | −1,85 | 9 855 | 4,58 | ||||
| 2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 075 | −58,98 | 0 | |||||
| 2025-08-27 | NP | TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund | 213 451 | 0,00 | 27 172 | 6,56 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 236 | 0,43 | 30 | 7,14 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 111 | 184,62 | 14 | 250,00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 6 732 | 0,00 | 1 | |||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 4 813 | 0,00 | 613 | 6,43 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 390 | 0,00 | 50 | 6,52 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 43 103 | 11,87 | 5 487 | 19,20 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 2 412 | 1,77 | 307 | 8,13 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 138 670 | 3,09 | 18 | 6,25 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2 114 | 0,00 | 269 | 6,75 | ||||
| 2025-05-09 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 6 810 | 0,00 | 867 | 6,52 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 8 589 | 1 093 | ||||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 2 707 | −0,11 | 345 | 6,50 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7 500 | 0,03 | 955 | 6,59 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 54 121 | 6 890 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 4 300 | 547 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 16 495 | 2,64 | 2 105 | 8,56 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18 008 | −84,90 | 2 293 | −84,38 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 11 466 | 11,52 | 1 460 | 18,81 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 4 342 | 553 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 6 793 | 7,47 | 865 | 14,44 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 85 867 | −11,68 | 10 931 | −5,90 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 663 | 0,15 | 84 | 6,33 | ||||
| 2025-08-06 | 13F | Simmons Bank | 4 317 | 0,00 | 550 | 6,60 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 154 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 80 761 | 0,00 | 10 281 | 6,55 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1 829 | −35,37 | 233 | −31,36 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 9 884 | 12,18 | 1 258 | 19,58 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2 841 | −5,90 | 362 | 0,28 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 482 | 0,02 | 571 | 6,54 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 329 | 0,00 | 42 | 5,13 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6 639 | 82,59 | 845 | 94,70 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 5 616 | 0,38 | 715 | 6,89 | ||||
| 2025-05-13 | 13F | Eaton Financial Holdings Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 6 725 | 856 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4 823 | −3,44 | 614 | 3,02 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 466 | 314 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 2 365 | 0,00 | 236 | −2,48 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2 232 | 2,48 | 267 | 22,58 | ||||
| 2025-08-14 | 13F | Bank of Marin | 13 486 | 1 717 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 1 700 | 216 | |||||
| 2025-08-14 | 13F/A | Barclays Plc | 260 | −59,12 | 0 | |||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 288 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 5 065 | 51,78 | 645 | 61,81 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 345 | 0,00 | 44 | 4,88 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 32 340 | −2,80 | 4 117 | 3,57 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 95 861 | 0,00 | 12 203 | 6,56 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 22 322 | −0,42 | 2 842 | 6,09 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 13 759 | −12,68 | 1 751 | −5,86 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 4 615 | 0,09 | 1 | |||||
| 2025-07-22 | 13F | Joule Financial, LLC | 25 690 | 2,65 | 3 270 | 9,40 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 16 285 | 0,00 | 2 073 | 6,58 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 6 850 | 0,00 | 872 | 6,60 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 468 | −37,37 | 187 | −33,57 | ||||
| 2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 44 046 | 1,13 | 5 607 | 7,76 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 6 754 | 0,33 | 860 | 6,84 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 14 462 | −1,95 | 1 841 | 4,48 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 495 | 0,00 | 63 | 6,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 651 | 30,12 | 1 738 | 38,63 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 446 | −0,28 | 184 | 6,36 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 106 001 | 13 | ||||||
| 2025-06-03 | 13F | Invst, LLC | 52 862 | −20,87 | 6 315 | −19,93 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 60 | 0,00 | 8 | 0,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 2 047 | 4,33 | 261 | 11,11 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 1 785 | 227 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8 089 | 29,65 | 1 030 | 38,12 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2 609 | −8,04 | 328 | −3,25 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 87 | 0,00 | 11 | 10,00 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 137 191 | −0,55 | 17 464 | 5,97 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1 148 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 121 | 0,00 | 15 | 7,14 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 137 | 0,00 | 17 | 6,25 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 18 889 | 0,00 | 2 405 | 6,56 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 1 666 | 212 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 285 | −37,77 | 34 | −38,89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 37 377 | −65,37 | 4 758 | −62,66 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9 378 | −47,30 | 1 194 | −43,86 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 50 | 6 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1 000 198 | −3,46 | 127 325 | 2,87 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 7 427 | 0,69 | 946 | 7,26 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 39 | 5 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 169 | 0,00 | 22 | 5,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3 165 | 0,25 | 403 | 6,63 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 72 127 | 3,05 | 9 182 | 9,79 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 18 053 | −2,88 | 2 298 | 3,51 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 117 | 0,00 | 15 | 7,69 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 4 940 | 0,00 | 629 | 6,44 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5 709 | −13,01 | 727 | −7,40 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 6 725 | 3,07 | 856 | 9,88 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6 664 | 8,82 | 848 | 16,01 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 11 889 | 0,00 | 1 513 | 6,55 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 110 480 | 0,55 | 14 064 | 7,15 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 706 | −3,01 | 344 | 4,56 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 2 254 | 0,00 | 287 | 6,32 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19 668 | 2,83 | 2 504 | 9,54 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12 038 | −3,53 | 1 532 | 2,82 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 468 455 | −1,00 | 59 635 | 5,49 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8 580 | 6,33 | 1 092 | 13,28 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 914 | 6,87 | 1 007 | 13,91 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 4 327 | 0,00 | 551 | 6,59 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 9 520 | −57,22 | 1 212 | −54,44 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 44 | 0,00 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 2 006 | 0,00 | 255 | 6,69 | ||||
| 2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 49 | 0,00 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 34 700 | −0,19 | 4 417 | 6,36 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 5 720 | −6,49 | 728 | −0,27 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 2 329 | −21,26 | 297 | −16,15 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 133 988 | −1,01 | 17 057 | 5,48 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 195 | 21,00 | 534 | 28,99 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 2 721 | 0,00 | 346 | 6,46 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 181 | 0,00 | 23 | 9,52 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 952 | −1,67 | 376 | 4,75 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 286 | 0,00 | 36 | 5,88 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3 872 | 0,34 | 493 | 6,72 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 794 | −1,18 | 610 | 5,35 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 50 | 0,00 | 6 | 20,00 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 25 699 | 7,05 | 3 271 | 14,09 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42 711 | 1 471,41 | 5 437 | 1 578,09 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 5 013 | 0,00 | 638 | 6,69 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 658 | −9,15 | 211 | −3,21 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 7 698 | −1,87 | 980 | 5,72 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1 763 | −31,64 | 224 | −27,27 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 58 836 | −1,48 | 7 490 | 4,96 | ||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 6 279 | −50,52 | 1 | −100,00 | ||||
| 2025-07-30 | 13F | Cavalier Investments, LLC | 67 254 | −1,98 | 8 561 | 4,45 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 133 | −37,56 | 17 | −36,00 | ||||
| 2025-08-13 | 13F | Solidarilty Wealth, LLC | 2 761 | 0,00 | 351 | 6,69 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 347 | 6,49 | ||||||
| 2025-07-08 | 13F | Boltwood Capital Management | 1 998 | 1,78 | 254 | 8,55 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 112 498 | 3,28 | 14 321 | 10,05 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 911 | 0,00 | 116 | 6,48 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 75 | 0,00 | 10 | 12,50 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 105 | 0,00 | 13 | 8,33 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 3 415 | 42,89 | 435 | 52,28 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 107 | 0,00 | 14 | 8,33 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 1 787 | 0,00 | 227 | 6,57 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 17 321 | −49,72 | 2 | −50,00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 860 | 6 788,89 | 0 | |||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 4 951 | −2,75 | 630 | 4,83 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 531 | 32,89 | 450 | 41,64 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 108 | 14 | ||||||
| 2025-08-25 | NP | NAVFX - The Sector Rotation Fund No Load Shares | 25 000 | 0,00 | 3 182 | 6,56 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 014 050 | 197,56 | 129 089 | 205,40 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 115 | 0,00 | 15 | 7,69 | ||||
| 2025-07-29 | 13F | Creekside Partners | 3 138 | 0,00 | 399 | 6,68 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 5 365 | −0,46 | 683 | 6,07 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 29 496 | 3 755 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 1 695 | 216 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 231 338 | 7,57 | 29 449 | 14,62 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 20 187 | 5,67 | 2 570 | 12,58 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 11 465 | 0,00 | 1 459 | 6,57 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 4 513 | 0,00 | 575 | 6,49 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 30 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2 003 | −5,25 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 5 780 | −14,55 | 736 | −9,03 | ||||
| 2025-05-13 | 13F | Mill Creek Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 174 274 | 0,43 | 22 185 | 7,02 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 9 548 | −9,00 | 1 215 | −3,03 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 104 994 | 5,03 | 13 | 18,18 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 1 957 | −8,68 | 249 | −2,35 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 9 500 | −0,65 | 1 209 | 5,87 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 758 | 0,00 | 96 | 6,67 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 4 410 | 0,00 | 561 | 6,65 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 1 834 | −7,56 | 234 | −1,27 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 677 | 0,00 | 86 | 7,50 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 18 570 | 2 364 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8 785 | 2,37 | 1 118 | 10,47 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3 996 | 18,65 | 509 | 26,37 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 4 219 | −13,88 | 537 | −8,21 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 619 | 0,00 | 79 | 6,85 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 271 149 | 29 055,81 | 2 | −98,20 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 2 800 | 0,00 | 356 | 6,59 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 1 530 | 0,00 | 195 | 6,59 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 525 | 0,00 | 67 | 6,45 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 94 553 | 1,63 | 12 037 | 8,29 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 17 836 | −1,90 | 2 271 | 4,51 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 3 964 | 18,82 | 505 | 26,63 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 7 127 | 18,82 | 907 | 26,68 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 7 701 | 6,21 | 980 | 13,16 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 368 | 44,67 | 429 | 53,96 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 12 484 | 0,21 | 1 589 | 6,79 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 9 324 | −0,45 | 1 187 | 6,08 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 5 770 | 0,00 | 735 | 6,53 | ||||
| 2025-08-12 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 2 464 | 0,00 | 314 | 6,46 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 154 | −6,69 | 529 | −0,56 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1 103 | 0,00 | 140 | 6,87 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 12 | 0,00 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 59 265 | 0,46 | 7 544 | 7,04 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 3 368 | 0,00 | 429 | 6,47 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 725 | −49,34 | 92 | −45,88 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10 276 | 3,65 | 1 308 | 10,47 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 1 968 | 0,00 | 251 | 6,38 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 676 | −3,01 | 81 | −2,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 201 001 | 16,06 | 26 | 25,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 463 318 | −10,29 | 58 980 | −4,41 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 10 052 | 46,15 | 1 280 | 55,72 | ||||
| 2025-08-12 | 13F | Barings Llc | 88 974 | −49,89 | 11 326 | −46,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 723 843 | −30,30 | 92 145 | −25,73 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2 530 | 3,69 | 0 | |||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1 306 | 166 | ||||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 50 190 | 0,00 | 6 389 | 6,55 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 992 | −96,07 | 381 | −96,05 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 36 456 | −6,92 | 4 641 | −0,83 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 7 286 | −26,68 | 928 | −21,90 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 515 | −2,78 | 575 | 3,61 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 428 | −30,31 | 182 | −25,82 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 21 433 | 420,09 | 2 728 | 454,47 | ||||
| 2025-05-09 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 292 | 0,00 | 37 | 8,82 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 239 151 | 39,02 | 30 559 | 48,69 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 790 | −3,66 | 94 | −2,08 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12 033 | 0,49 | 1 532 | 7,06 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 149 141 | −1,98 | 18 986 | 4,45 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 9 360 | 21,53 | 1 192 | 29,46 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 1 903 | −28,13 | 242 | −23,42 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 7 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 18 888 | 1,19 | 2 404 | 7,85 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 17 319 | 0,38 | 2 205 | 6,94 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 21 171 | −2,85 | 2 743 | 5,38 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 341 | 0,00 | 43 | 7,50 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 5 353 | 0,15 | 681 | 6,74 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 12 982 | 7,63 | 1 551 | 8,85 | ||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 14 510 | 0,00 | 1 847 | 6,58 | ||||
| 2025-05-15 | 13F | Betterment LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 142 | −43,43 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7 586 | −8,47 | 966 | −2,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 296 678 | 10,25 | 37 739 | 17,28 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 607 | −51,13 | 77 | −47,97 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 9 995 | −0,02 | 1 272 | 6,53 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 70 760 | −24,96 | 9 050 | −19,66 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 619 | 0,00 | 79 | 6,85 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 1 940 | 3,63 | 247 | 10,31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 422 344 | 0,80 | 53 764 | 7,41 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9 943 | −6,13 | 1 266 | 0,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 790 | 101 | ||||||
| 2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 26 285 | 27,04 | 3 346 | 35,41 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 50 | 6 | ||||||
| 2025-04-25 | 13F | Wall Street Financial Group, Inc. | 69 966 | −0,79 | 8 359 | 0,38 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6 357 | −20,56 | 809 | −15,38 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 490 | 0,00 | 62 | 6,90 |
Other Listings
| MX:VFH |
