Grundläggande statistik
| Institutionella ägare | 379 total, 379 long only, 0 short only, 0 long/short - change of 7,34% MRQ |
| Genomsnittlig portföljallokering | 0.3100 % - change of −1,71% MRQ |
| Institutionella aktier (lång) | 19 810 091 (ex 13D/G) - change of 1,50MM shares 8,19% MRQ |
| Institutionellt värde (lång) | $ 1 227 375 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard World Fund - Vanguard ESG International Stock ETF (US:VSGX) har 379 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 19,810,091 aktier. Största aktieägare inkluderar Vanguard Group Inc, Morgan Stanley, Creative Planning, Leo Wealth, LLC, Royal Bank Of Canada, SCS Capital Management LLC, Raymond James Financial Inc, Angeles Investment Advisors, LLC, Facet Wealth, Inc., and Sellwood Investment Partners LLC .
Vanguard World Fund - Vanguard ESG International Stock ETF (BATS:VSGX) 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 68,65 / share. Previously, on September 9, 2024, the share price was 58,89 / share. This represents an increase of 16,57% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 44 986 | 3,42 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 731 | 0,00 | 572 | 11,09 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 41 322 | 4,29 | 2 707 | 15,84 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 36 122 | 1,44 | 2 366 | 12,62 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Northeast Investment Management | 3 481 | 228 | ||||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 28 519 | 1,36 | 1 868 | 12,54 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 4 517 | −2,19 | 296 | 8,46 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 9 405 | 0,00 | 616 | 11,19 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4 395 | −1,46 | 288 | 16,67 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 8 779 | −7,84 | 575 | 2,50 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 6 478 | −1,97 | 424 | 9,00 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 3 336 | −3,83 | 218 | 6,86 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 153 683 | 185,78 | 10 | 233,33 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 3 713 | 243 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 370 | 0,00 | 24 | 14,29 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 43 107 | 2,81 | 2 819 | 10,85 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 101 409 | 10,69 | 6 620 | 21,94 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 365 833 | 7,24 | 23 962 | 19,10 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 275 | 0,00 | 84 | 10,67 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 269 | 1,13 | 18 | 13,33 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 112 972 | 4,39 | 7 400 | 15,92 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 36 470 | 2 389 | ||||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 7 186 | 10,78 | 471 | 23,04 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 13 632 | 120,33 | 893 | 145,05 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17 883 | 0,57 | 1 200 | 9,50 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 4 926 | 0,00 | 323 | 11,03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 144 380 | 8,18 | 9 457 | 20,14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36 072 | −27,87 | 2 363 | −19,90 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 38 239 | −22,31 | 2 505 | −13,71 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 428 | 0,94 | 28 | 12,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3 283 | 215 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 4 417 | −2,58 | 289 | 8,24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17 860 | 2,18 | 1 170 | 13,50 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7 044 | 15,53 | 461 | 28,41 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1 262 | 0,00 | 83 | 10,81 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1 635 | 1,36 | 107 | 12,63 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 9 236 | 6,95 | 605 | 18,66 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 500 | 0,00 | 33 | 10,34 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 6 936 | 5,68 | 454 | 17,31 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 872 | 0,00 | 57 | 11,76 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 6 723 | −3,94 | 440 | 6,80 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 11 635 | −7,76 | 762 | 2,56 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 074 | 1,82 | 136 | 12,50 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 22 636 | 101,69 | 1 483 | 124,21 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 14 473 | 12,56 | 948 | |||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 118 | 8 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 20 232 | −73,44 | 1 325 | −70,51 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 26 008 | −3,75 | 1 704 | 6,91 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 25 | 2 400,00 | 2 | 0,00 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 119 042 | 4,75 | 7 840 | 16,98 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 34 974 | 0,00 | 2 291 | 11,06 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 127 552 | 0,38 | 8 355 | 11,48 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 3 280 | 215 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 41 | 2,50 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 499 | −1,96 | 0 | |||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 127 112 | −0,57 | 8 326 | 10,43 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 16 820 | 1 102 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 308 | 0,33 | 20 | 11,11 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 18 335 | −16,12 | 1 201 | −6,90 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 3 800 | 4,54 | 224 | 11 100,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5 677 | 372 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5 758 | 0,00 | 377 | 11,21 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 7 928 | 519 | ||||||
| 2025-08-15 | 13F | WealthCollab, LLC | 16 539 | 0,00 | 1 083 | 11,08 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 5 951 | 0,00 | 390 | 11,14 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 182 548 | −2,72 | 11 957 | 8,03 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 6 350 | −37,75 | 416 | −30,95 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 15 634 | 1,65 | 1 027 | 17,26 | ||||
| 2025-08-11 | 13F | Anb Bank | 10 467 | 1,61 | 686 | 12,85 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 8 043 | 0,00 | 527 | 10,97 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2 956 | 0,96 | 194 | 12,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 864 | 0,99 | 188 | 11,98 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 68 | −8,11 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 91 378 | −2,51 | 6 | 0,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4 097 | 0,00 | 268 | 11,20 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 15 866 | −0,94 | 1 039 | 10,06 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 661 | 51,83 | 109 | 68,75 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2 159 | −0,42 | 141 | 15,57 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 230 | 0,00 | 15 | 25,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 163 | 0,00 | 11 | 11,11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 193 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 651 | 78,39 | 1 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 214 922 | −0,84 | 14 048 | 9,90 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 4 357 | −3,61 | 285 | 10,89 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 29 295 | −5,89 | 1 919 | 2,62 | ||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 2 026 | 0,35 | 133 | 10,92 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 4 300 | 0,00 | 282 | 11,07 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3 352 | 220 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 822 | 54 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 10 950 | 9,50 | 1 | |||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1 590 | 0,00 | 104 | 14,29 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 2 717 | −0,59 | 178 | 9,94 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9 823 | −0,43 | 643 | 10,67 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 047 | 0,00 | 69 | 6,25 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5 190 | 0,00 | 340 | 10,78 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 70 807 | 34,83 | 4 638 | 49,73 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 35 753 | 0,81 | 2 342 | 11,96 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4 535 | 10,96 | 297 | 23,24 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 150 935 | 25,38 | 9 886 | 39,24 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 81 185 | −2,47 | 5 318 | 8,31 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4 873 | 170,57 | 319 | 200,94 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 6 629 | −17,99 | 434 | −8,82 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 7 081 | 0,00 | 464 | 11,03 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 5 969 | −25,78 | 391 | −17,72 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 352 | 220 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 81 715 | 1,19 | 5 352 | 12,39 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 2 791 | −20,55 | 183 | −12,08 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 112 664 | 0,14 | 7 379 | 11,21 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 5 406 | 0,73 | 354 | 7,93 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 30 136 | −81,96 | 1 974 | −79,97 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 1 284 | 0,00 | 84 | 12,00 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8 827 | 0,98 | 578 | 12,23 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 28 227 | −2,47 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 350 | 0,00 | 23 | 10,00 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 39 331 | 8,75 | 2 576 | 24,38 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 17 941 | −0,33 | 1 175 | 10,74 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 3 113 | 2,20 | 204 | 13,41 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 17 174 | 1 125 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 10 322 | 0,00 | 676 | 11,18 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 32 606 | −1,42 | 2 136 | 9,49 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11 973 | 73,20 | 784 | 92,63 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 91 966 | 6 024 | ||||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 3 668 | 240 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 4 683 | 34,57 | 307 | 49,27 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 21 551 | 8,63 | 1 412 | 20,60 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 151 | 10 | ||||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21 093 | 0,00 | 1 382 | 11,01 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 139 283 | −0,75 | 9 123 | 10,22 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5 222 | 7,01 | 342 | 19,16 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 209 | 40,27 | 14 | 62,50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 877 | 2,79 | 123 | 14,02 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 16 239 | −2,03 | 958 | 1,92 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 81 304 | 1,13 | 5 325 | 12,32 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 11 790 | −20,57 | 772 | −11,77 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3 375 | −3,10 | 221 | 7,80 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 6 188 | 0,08 | 405 | 11,26 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 43 609 | 334,05 | 2 856 | 382,43 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 9 914 | −4,20 | 649 | 6,39 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 638 | −1,91 | 238 | 9,17 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 4 322 | −6,19 | 283 | 4,43 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 19 108 | 0,00 | 1 252 | 11,10 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 9 070 | 15,23 | 1 | |||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 6 271 | −0,48 | 411 | 10,51 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 8 397 | 1 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3 234 | 206 | ||||||
| 2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 11 092 | 0,00 | 727 | 11,01 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 10 987 | 7,80 | 730 | 21,30 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 5 948 | 390 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 301 167 | 2,59 | 19 513 | 6,76 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5 472 | 0,00 | 323 | 3,87 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 54 139 | −7,36 | 3 546 | 2,90 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 12 710 | 0,00 | 833 | 11,08 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 793 | −1,79 | 183 | 8,98 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 497 | 954,23 | 98 | 1 125,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 73 791 | −1,84 | 4 833 | 9,02 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 12 541 | 0,99 | 821 | 5,94 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 11 706 | 0,61 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 17 356 | −3,90 | 1 137 | 6,67 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 3 437 | 0,00 | 225 | 11,39 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 366 | 16,77 | 286 | 29,55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 142 037 | −8,20 | 9 303 | 1,95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 555 459 | 4,93 | 36 383 | 16,53 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 5 688 | 8,28 | 373 | 20,39 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102 660 | 152,34 | 6 724 | 180,28 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 15 862 | −5,13 | 1 038 | 5,17 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 726 | −1,88 | 506 | 9,05 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 23 692 | 4,45 | 1 552 | 16,01 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8 019 | −15,62 | 525 | −6,25 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19 427 | −35,97 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 504 | 0,00 | 99 | 11,36 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 950 | 0,21 | 62 | 12,73 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 18 204 | 1,89 | 1 074 | 5,92 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 65 | 0,00 | 4 | 33,33 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2 162 | −52,40 | 128 | −51,15 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 6 315 | 0,00 | 414 | 11,02 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 20 420 | 0,00 | 1 338 | 11,05 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 92 933 | −8,41 | 6 036 | 5,95 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17 079 | −14,64 | 1 119 | −5,25 | ||||
| 2025-04-22 | 13F | MBE Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75 283 | 3,79 | 4 931 | 15,26 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 6 835 | 4,91 | 448 | 16,41 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 4 550 | 2,25 | 298 | 13,74 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 161 | 11 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 482 | 22,41 | 818 | 35,26 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 110 | 0,00 | 7 | 16,67 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 213 | 0,95 | 14 | 8,33 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 5 151 | 0,00 | 337 | 11,22 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 867 | 0,00 | 57 | 9,80 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 719 | 506 | ||||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 4 354 | 0,00 | 285 | 11,33 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12 775 | −2,48 | 837 | 8,29 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 86 334 | 0,12 | 5 655 | 11,19 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 11 996 | −1,15 | 786 | 9,79 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 3 700 | −7,50 | 242 | 2,98 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 644 | 0,00 | 42 | 13,51 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17 630 | 52,35 | 1 155 | 69,21 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 20 | 5,26 | 1 | 0,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 118 257 | 1,32 | 7 746 | 12,52 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 756 | −13,49 | 508 | −3,79 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 921 | 0,00 | 584 | 11,03 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 105 749 | −1,02 | 6 927 | 9,92 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 6 325 | 0,00 | 373 | 4,19 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 12 485 | 0,00 | 818 | 11,01 | ||||
| 2025-08-06 | 13F | Zevin Asset Management Llc | 3 098 | 0 | ||||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 3 744 | −4,12 | 245 | 6,52 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 4 612 | 0,00 | 302 | 11,44 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 31 308 | 4,21 | 2 051 | 15,75 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6 769 | 7,98 | 443 | 20,05 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 100 429 | 0,50 | 7 | 20,00 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 3 244 | −7,92 | 213 | 2,42 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 10 237 | −1,41 | 671 | 9,48 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 900 | 78,93 | 59 | 100,00 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 72 073 | 23,29 | 4 721 | 36,93 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 158 314 | −2,40 | 10 370 | 8,38 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1 419 | −0,49 | 93 | 9,52 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 6 424 | −4,89 | 421 | 5,53 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 1 430 | −10,06 | 94 | 0,00 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 7 584 | −0,01 | 497 | 10,96 | ||||
| 2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 6 305 | 59,38 | 413 | 76,82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 423 | 0,26 | 224 | 11,44 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7 050 | 462 | ||||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 82 556 | −9,55 | 5 407 | 0,45 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 564 | 18,36 | 364 | 31,41 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 224 | 14,86 | 408 | 27,19 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 3 331 | −32,91 | 218 | −25,34 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 234 285 | 1,39 | 15 | 15,38 | ||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 10 700 | 0,00 | 701 | 10,94 | ||||
| 2025-07-21 | 13F | 25 Llc | 4 077 | 267 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 506 060 | 273,55 | 98 647 | 314,85 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 35 191 | −0,31 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 11 545 | 5,25 | 756 | 21,74 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 641 | 42 | ||||||
| 2025-07-28 | 13F | Boston Trust Walden Corp | 262 144 | 11,14 | 17 170 | 23,42 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 20 227 | −23,82 | 1 325 | −15,40 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7 640 | −1,98 | 500 | 8,93 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 539 | 0,75 | 35 | 12,90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43 486 | −11,57 | 2 865 | −1,24 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 302 740 | 32,54 | 19 829 | 47,20 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 190 339 | 1,34 | 12 467 | 12,54 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5 136 | 0,00 | 336 | 11,26 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 903 | 11,34 | 59 | 25,53 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 719 | 1,06 | 113 | 12,00 | ||||
| 2025-07-23 | 13F | Optas, LLC | 14 189 | 0,00 | 929 | 11,12 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 47 413 | −3,83 | 3 106 | 6,81 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 78 660 | −0,51 | 5 144 | 10,32 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16 432 | 1 076 | ||||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 4 160 | 6,39 | 272 | 18,26 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 8 157 | 114,66 | 534 | 138,39 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5 055 | 5,60 | 331 | 17,38 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7 111 | 0,00 | 466 | 10,98 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16 899 | 2,00 | 1 107 | 13,20 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 30 136 | −26,49 | 1 974 | −18,37 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 161 553 | 0,42 | 10 582 | 11,52 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 466 | −79,54 | 31 | −77,61 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 54 022 | 38,29 | 3 538 | 53,63 | ||||
| 2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 22 824 | 0,25 | 1 495 | 11,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10 107 | 1 210,89 | 662 | 1 371,11 | ||||
| 2025-05-16 | 13F | Stance Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 718 | 0,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 15 029 | 13,00 | 984 | 30,50 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 18 531 | 0,00 | 1 214 | 11,08 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 3 804 | 3,29 | 249 | 14,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 51 914 | −30,70 | 3 | −25,00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 3 392 | −15,96 | 222 | −2,63 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 499 | 0,00 | 98 | 11,36 | ||||
| 2025-05-13 | 13F | Dundas Partners LLP | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 94 441 | 5,43 | 6 186 | 17,07 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 444 | 0,00 | 29 | 11,54 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 37 124 | −6,00 | 2 432 | 4,38 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 3 661 | 9,45 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4 589 | −18,95 | 301 | −9,91 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5 513 | 0,07 | 361 | 10,74 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 9 200 | 603 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 410 | 0,00 | 420 | 10,85 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 10 885 | −1,07 | 713 | 9,88 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 38 907 | 9,55 | 2 548 | 21,68 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 15 200 | 9,36 | 996 | 21,49 | ||||
| 2025-07-17 | 13F | New Covenant Trust Company, N.A. | 52 301 | −0,02 | 3 414 | 10,16 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 40 663 | 26,15 | 2 663 | 40,08 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7 038 | 0,59 | 461 | 11,65 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 11 265 | 0,36 | 1 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 2 659 | 0,04 | 174 | 11,54 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 621 | 0,32 | 41 | 11,11 | ||||
| 2025-07-17 | 13F | Refined Wealth Management | 243 425 | 0,73 | 15 944 | 11,87 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 382 | 0,26 | 25 | 19,05 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 59 155 | −6,45 | 3 875 | 3,89 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 260 500 | 20,31 | 17 063 | 33,61 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 9 926 | 14,92 | 585 | 19,63 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 496 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 795 | 18,89 | 314 | 32,49 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4 266 | −1,02 | 279 | 9,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 81 913 | −1,87 | 5 365 | 8,98 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 24 581 | −4,02 | 1 610 | 6,62 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 628 | 78,89 | 434 | 99,08 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 26 110 | 1 710 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 8 937 | 585 | ||||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 739 | 46,63 | 48 | 65,52 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 5 262 | 0,00 | 345 | 24,10 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 14 800 | −8,36 | 969 | 1,79 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 1 655 | 0,00 | 108 | 11,34 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 85 016 | −12,10 | 5 569 | −2,38 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 6 317 | 414 | ||||||
| 2025-07-21 | 13F | Family CFO Inc | 17 585 | 0,01 | 1 152 | 10,99 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 72 330 | 4 738 | ||||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 13 643 | 42,63 | 894 | 58,33 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 261 155 | −6,22 | 17 106 | 4,15 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 6 565 | 0,00 | 387 | 0,00 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 32 301 | 0,09 | 2 116 | 11,14 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 148 797 | 5,19 | 9 746 | 16,83 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 816 012 | 32,18 | 53 518 | 46,98 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 73 695 | 9,66 | 4 827 | 21,80 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 148 434 | −0,56 | 9 722 | 10,44 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 600 | 0,00 | 39 | 5,41 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 35 941 | 0,98 | 2 354 | 12,15 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 9 335 | −11,98 | 611 | −2,24 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 6 250 | −2,54 | 409 | 8,20 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 167 839 | −32,72 | 11 | −28,57 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 80 170 | −4,72 | 5 194 | 4,68 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 19 192 | 0,00 | 1 257 | 11,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3 624 957 | 2,22 | 237 435 | 13,52 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 26 453 | −6,96 | 1 560 | −3,23 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 78 | 0,00 | 5 | 25,00 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 57 700 | −7,46 | 3 779 | 2,77 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 040 | 68 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4 090 | 0,00 | 268 | 10,79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 70 549 | 4 621 | ||||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 3 710 | 0,22 | 243 | 11,47 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 3 604 | 0,00 | 236 | 11,32 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 4 153 | −2,72 | 0 | |||||
| 2025-07-25 | 13F | Libra Wealth Llc | 20 261 | −11,65 | 1 327 | −1,85 | ||||
| 2025-05-12 | 13F | Financial Engines Advisors L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 4 046 | −14,82 | 265 | −5,36 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 14 153 | 191,57 | 927 | 224,13 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 48 943 | −0,49 | 3 206 | 10,52 | ||||
| 2025-05-09 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 140 | 0,00 | 9 | 12,50 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 10 476 | −25,93 | 686 | −17,75 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 49 030 | −1,82 | 3 211 | 9,03 | ||||
| 2025-08-14 | 13F | UBS Group AG | 239 397 | −7,03 | 15 681 | 3,25 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4 292 | 2,41 | 281 | 13,77 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5 072 | 332 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26 661 | −7,05 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 23 085 | 0,00 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 562 | −2,45 | 561 | 8,32 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 13 005 | 0,00 | 852 | 10,95 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 316 871 | 0,33 | 86 255 | 11,42 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 16 264 | 26,92 | 1 065 | 41,06 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 606 | 5,76 | 40 | 18,18 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 3 700 | 242 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 14 475 | −0,65 | 948 | 10,36 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 105 | 7 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3 805 | 0,00 | 249 | 11,16 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 17 | 1 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 41 571 | 18,93 | 2 723 | 32,07 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 7 625 | 0,00 | 499 | 11,14 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 9 633 | −1,37 | 631 | 9,38 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 18 214 | 33,49 | 1 193 | 48,38 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 22 742 | 25,49 | 1 511 | 41,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 266 038 | −6,14 | 17 426 | 4,24 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 168 | 0,00 | 273 | 11,43 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 150 | 10 | ||||||
| 2025-07-23 | 13F | Hardy Reed LLC | 20 182 | 3,89 | 1 322 | 15,37 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 15 937 | 12,15 | 1 044 | 24,46 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 7 077 | −4,97 | 464 | 5,47 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 140 | 0,00 | 75 | 10,45 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 456 580 | 6,56 | 29 906 | 18,34 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 166 471 | −0,25 | 10 904 | 10,78 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 155 | −3,30 | 338 | 7,32 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 5 992 | −3,37 | 392 | 7,40 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 7 138 | 0 | ||||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 390 | 0,00 | 26 | 13,64 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 271 542 | 0,49 | 17 786 | 11,60 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 334 | 0,00 | 22 | 10,53 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 635 | 42 | ||||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 4 259 | 0,97 | 279 | 12,10 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 361 | 0,00 | 24 | 9,52 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 6 006 | 6,49 | 393 | 18,37 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 25 060 | −2,97 | 1 641 | 7,75 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 17 875 | −4,17 | 1 171 | 6,36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 280 | −19,65 | 280 | −10,83 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 7 139 | −5,90 | 468 | 4,47 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 3 951 | −4,93 | 263 | 7,35 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 11 604 | 0,98 | 760 | 12,26 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 3 509 | 230 |
Other Listings
| MX:VSGX |
