Grundläggande statistik
| Institutionella ägare | 1043 total, 1038 long only, 1 short only, 4 long/short - change of 1,95% MRQ |
| Genomsnittlig portföljallokering | 0.7487 % - change of −7,38% MRQ |
| Institutionella aktier (lång) | 108 093 009 (ex 13D/G) - change of 1,27MM shares 1,19% MRQ |
| Institutionellt värde (lång) | $ 13 313 858 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard International Equity Index Funds - Vanguard Total World Stock ETF (US:VT) har 1043 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 108,096,495 aktier. Största aktieägare inkluderar Rakuten Investment Management, Inc., Cambridge Associates Llc /ma/ /adv, Morgan Stanley, Schroder Investment Management Group, Us Bancorp \de\, Northern Trust Corp, Bank Of America Corp /de/, Northwestern Mutual Wealth Management Co, Brandywine Trust Co, and Royal Bank Of Canada .
Vanguard International Equity Index Funds - Vanguard Total World Stock ETF (ARCA:VT) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 136,60 / share. Previously, on September 13, 2024, the share price was 116,64 / share. This represents an increase of 17,11% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 325 358 | −8,69 | 41 815 | 1,22 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8 529 | 1,69 | 1 096 | 20,04 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12 817 | 4,12 | 1 647 | 15,09 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 36 461 | −1,18 | 4 686 | 9,51 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 103 523 | −1,88 | 13 305 | 8,76 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 86 038 | 3,84 | 11 | 22,22 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 13 148 | 3,12 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Port Capital LLC | 4 316 | 0,00 | 555 | 11,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3 312 | 37,83 | 426 | 52,88 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 3 086 | 3,91 | 397 | 15,12 | ||||
| 2025-05-09 | 13F | Encompass More Asset Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10 600 | 27,94 | 1 362 | 41,88 | ||||
| 2025-04-14 | 13F | Capital Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 3 040 | 0,00 | 391 | 10,80 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 4 721 | 0,00 | 607 | 10,79 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 874 | 21,08 | 2 426 | 34,20 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1 996 | −1,04 | 257 | 9,87 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 804 | −12,02 | 360 | −2,44 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 2 042 | −1,45 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 4 943 | −2,96 | 635 | 7,63 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 819 | 0,12 | 105 | 11,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 31 031 | 0,17 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-02 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10 919 | −6,74 | 1 403 | 3,39 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 521 | 23,96 | 195 | 37,32 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 426 | 55 | ||||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 21 437 | −76,57 | 2 755 | −74,03 | ||||
| 2025-08-14 | 13F | Brandywine Trust Co | 2 251 911 | 5,03 | 289 416 | 16,41 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 662 | 0,00 | 85 | 11,84 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3 228 | 23,87 | 415 | 37,09 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 16 136 | 1,23 | 2 074 | 12,18 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 136 607 | −5,85 | 17 556 | 4,35 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 44 069 | −0,13 | 5 664 | 10,69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5 925 | 16,47 | 761 | 29,20 | ||||
| 2025-07-29 | 13F | Lesa Sroufe & Co | 3 125 | 0 | ||||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 12 868 | 0,43 | 1 654 | 11,31 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 2 528 | −0,78 | 325 | 9,83 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 44 984 | −3,04 | 5 781 | 7,47 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 10 564 | −3,96 | 1 358 | 6,43 | ||||
| 2025-07-23 | 13F | New England Professional Planning Group Inc. | 8 259 | 0,00 | 1 061 | 10,87 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 3 179 | −87,17 | 409 | −85,79 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 5 160 | −2,95 | 663 | 7,63 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3 337 | −17,26 | 429 | −8,35 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 773 | −4,92 | 99 | 5,32 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 5 706 | 71,25 | 1 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 10 260 | −0,79 | 1 319 | 9,92 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 845 | 189,38 | 109 | 227,27 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 8 028 | −0,15 | 1 032 | 10,62 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 246 | 0,00 | 32 | 10,71 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 589 674 | −0,54 | 75 785 | 10,24 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 110 | 10 900,00 | 14 | 16,67 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4 115 | −0,75 | 529 | 10,00 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 12 389 | 1,28 | 1 592 | 12,27 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 176 | 0,00 | 23 | 10,00 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 2 000 | 0,00 | 257 | 11,26 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 1 793 | 0,00 | 230 | 11,11 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 1 718 | 221 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 1 000 | 0,00 | 129 | 11,30 | ||||
| 2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 281 | 0,00 | 36 | 12,50 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 13 384 | 2,35 | 1 720 | 13,46 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 1 130 | 0,00 | 145 | 10,69 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 78 426 | −13,48 | 10 079 | −4,10 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 12 935 | 79,65 | 1 662 | 99,28 | ||||
| 2025-08-14 | 13F | Jasper Ridge Partners, L.P. | 22 165 | −22,01 | 2 849 | −13,57 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 578 | −60,34 | 203 | −56,18 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 26 332 | −3,69 | 3 384 | 6,75 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 378 | −9,35 | 44 | −10,42 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 44 612 | −1,06 | 5 734 | 9,68 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 18 | 0,00 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 351 | 45 | ||||||
| 2025-08-07 | 13F/A | Leith Wheeler Investment Counsel Ltd. | 2 626 | 0,00 | 337 | 10,86 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 1 620 | 208 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 54 897 | −7,20 | 7 055 | 2,86 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 5 120 | 14,06 | 658 | 26,35 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 14 723 | 4,49 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 19 630 | 2 523 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 76 | 0,00 | 10 | 12,50 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 3 944 | −10,53 | 507 | −0,98 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 8 642 | 0,33 | 1 111 | 11,22 | ||||
| 2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 6 217 | −14,63 | 799 | −5,33 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 28 894 | −1,91 | 3 730 | 9,22 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 327 | 42 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 338 338 | 3,69 | 172 003 | 14,94 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 110 | 0,00 | 14 | 16,67 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 10 266 | 5,99 | 1 319 | 17,45 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 14 013 | −3,87 | 1 801 | 6,51 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5 471 | −1,80 | 703 | 8,99 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 3 166 | −4,49 | 407 | 5,73 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 10 314 | 0,03 | 1 326 | 10,88 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 2 145 | 5,35 | 276 | 16,53 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17 558 | 1,47 | 2 257 | 12,46 | ||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 576 | −56,16 | 74 | −51,32 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10 819 | 1 390 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 136 126 | 0,32 | 17 495 | 11,19 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4 586 | 0,46 | 589 | 11,34 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 16 683 | 0,00 | 2 144 | 10,86 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 2 514 | 0,00 | 323 | 11,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3 674 | 26,56 | 472 | 40,48 | ||||
| 2025-08-08 | 13F | Creative Planning | 333 001 | 9,50 | 42 797 | 21,37 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 4 279 | −0,35 | 550 | 10,46 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 1 920 | −8,48 | 247 | 1,23 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 2 702 | −2,91 | 347 | 7,76 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 3 544 | 0,17 | 455 | 10,98 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 8 042 | 0,00 | 1 034 | 10,84 | ||||
| 2025-08-05 | 13F | South Dakota Investment Council | 115 591 | 453,31 | 15 | 600,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 673 | −1,46 | 87 | 8,86 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 30 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 440 300 | 8,68 | 56 587 | 20,46 | ||||
| 2025-08-14 | 13F | Parkwood LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 122 316 | 0,86 | 15 720 | 11,80 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 9 880 | 7,27 | 1 270 | 18,93 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 4 110 | −7,74 | 528 | 2,33 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | CLARET ASSET MANAGEMENT Corp | 2 855 | 1,42 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 1 565 | 0 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 4 076 | 524 | ||||||
| 2025-07-31 | 13F | University of Maryland Foundation, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 3 374 | 434 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 700 | 0,00 | 90 | 9,88 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 738 | 0,14 | 95 | 10,59 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 45 063 | 2,96 | 5 792 | 14,13 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 429 | 0,00 | 569 | 10,92 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 037 | 0,00 | 133 | 10,83 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 16 653 | −0,38 | 2 140 | 10,42 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 213 298 | 14,69 | 27 | 28,57 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 60 988 | −0,64 | 7 838 | 10,15 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 6 429 | 2,02 | 826 | 13,15 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 7 124 | 0,00 | 916 | 10,77 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 8 319 | −0,75 | 1 069 | 10,09 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 37 | 3 600,00 | 5 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 3 149 | 0,03 | 405 | 10,68 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 277 | 0,36 | 36 | 9,38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 91 983 | 9,91 | 11 822 | 21,82 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 122 314 | 0,29 | 15 720 | 11,16 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 2 598 | −6,41 | 334 | 6,71 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2 904 | 1,68 | 373 | 12,69 | ||||
| 2025-05-14 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 2 885 | 7,17 | 371 | 22,92 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 116 710 | 15 000 | ||||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 8 759 | −9,24 | 1 126 | 0,54 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 46 944 | 8,46 | 6 033 | 20,23 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 2 086 | −0,76 | 268 | 10,29 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 2 010 | −16,63 | 258 | −7,53 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 8 911 | 0,00 | 1 145 | 10,84 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2 273 | 0,00 | 263 | 0,00 | ||||
| 2025-08-12 | 13F | Ade, Llc | 6 984 | −0,20 | 898 | 10,60 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 5 147 | −0,39 | 662 | 10,35 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 873 | −49,97 | 112 | −44,55 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 86 156 | 9,35 | 11 073 | 21,20 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 3 724 | 0,68 | 479 | 11,68 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 212 732 | 115,30 | 155 861 | 138,65 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 21 156 | 2 719 | ||||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 3 370 | 433 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 425 | 0,00 | 55 | 10,20 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 4 850 | −22,14 | 623 | −13,71 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2 123 | 0,14 | 0 | |||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 23 044 | 8,33 | 2 962 | 20,07 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 511 | 3,44 | 66 | 14,04 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 41 | 0,00 | 5 | 25,00 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 2 964 | 0,03 | 381 | 10,79 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 2 821 | 0,00 | 363 | 10,70 | ||||
| 2025-08-14 | 13F | Lighthouse Investment Partners, LLC | 108 330 | 28,46 | 13 923 | 42,38 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 222 800 | 268,75 | 28 634 | 308,77 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 5 525 | 10,30 | 710 | 22,41 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 38 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 2 448 | 0,00 | 315 | 10,95 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 6 671 | 6,74 | 857 | 18,37 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 676 985 | 8,98 | 86 992 | 20,78 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 4 309 | −31,68 | 500 | −32,57 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 10 675 | −5,73 | 1 372 | 4,49 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1 928 | 0,16 | 248 | 10,76 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 190 | 12,70 | 1 053 | 23,33 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 2 418 | −25,94 | 311 | −17,99 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 9 507 | 0,00 | 1 222 | 8,73 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 211 267 | 37,97 | 27 152 | 53,11 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 101 397 | −42,55 | 13 032 | −36,33 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 3 470 | 0,00 | 446 | 10,70 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 497 | 38,83 | 64 | 53,66 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2 179 | 0,05 | 280 | 11,11 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2 266 | 0,00 | 291 | 11,07 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 210 792 | 6,37 | 27 | 22,73 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 014 | 0,00 | 387 | 10,89 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 14 | 0,00 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Jennison Associates Llc | 7 206 | −72,95 | 926 | −70,02 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 883 | 0,10 | 628 | 10,97 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 2 641 | −3,61 | 339 | 6,94 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 8 272 | 0,46 | 1 063 | 11,43 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 39 913 | −6,83 | 5 130 | 3,26 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 37 842 | −0,56 | 4 863 | 10,22 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 132 | −0,55 | 531 | 10,40 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 5 105 | −2,91 | 656 | 7,72 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 4 535 | −5,85 | 583 | 4,30 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 1 675 | 215 | ||||||
| 2025-04-10 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 27 940 | 3,13 | 3 591 | 14,29 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 104 619 | 0,08 | 13 446 | 10,92 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 101 | −42,29 | 13 | −40,00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 331 176 | −0,17 | 42 563 | 10,65 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 56 220 | −0,95 | 7 225 | 9,79 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2 978 | −93,07 | 383 | −92,33 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 12 894 | 1 657 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 14 674 | −8,95 | 1 886 | 0,91 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 30 413 | −16,54 | 3 909 | −7,50 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 11 013 | 96,77 | 1 415 | 118,36 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 333 | −36,21 | 43 | −30,00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 195 441 | 8,16 | 25 118 | 19,89 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 9 551 | −5,62 | 1 228 | 4,60 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 145 219 | 6,37 | 18 663 | 17,90 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1 812 | 210 | ||||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 13 150 | −47,51 | 2 | −50,00 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 13 596 | −0,12 | 1 747 | 5,43 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 8 334 | 0,18 | 1 071 | 11,10 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 16 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 22 314 | 16,06 | 2 868 | 28,62 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 18 257 | −7,99 | 2 347 | 2,04 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4 439 | 570 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 7 586 | 6,72 | 975 | 18,33 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 99 048 | −35,17 | 12 678 | −28,44 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 764 | 4,69 | 229 | 14,50 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 641 | 457,39 | 82 | 530,77 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3 570 | 5,90 | 459 | 17,44 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 3 239 | 13,61 | 416 | 26,06 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 40 890 | 11,32 | 5 255 | 23,39 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 7 833 | 5,54 | 1 007 | 16,98 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 3 346 | 388 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 3 688 285 | 67,00 | 474 018 | 85,31 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 1 749 | 225 | ||||||
| 2025-08-08 | 13F | Tiff Advisory Services Inc | 739 672 | −39,50 | 95 063 | −32,95 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 18 091 | 22 513,75 | 2 325 | 25 733,33 | ||||
| 2025-06-26 | NP | HF - DGA Absolute Return ETF | 16 412 | 19,88 | 1 914 | 15,45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 37 206 | −15,24 | 4 782 | −6,05 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11 055 | 2,68 | 1 421 | 13,78 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 275 | 0,24 | 164 | 10,88 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 926 | 1,60 | 505 | 12,50 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 82 652 | 533,54 | 10 622 | 602,51 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 3 995 | 0,00 | 513 | 10,80 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 149 | −9,81 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 460 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Hemington Wealth Management | 26 188 | −1,17 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 3 346 | 430 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 606 | −5,90 | 79 | 6,85 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19 752 | 0,00 | 2 539 | 10,83 | ||||
| 2025-08-13 | 13F | Texas Treasury Safekeeping Trust Co | 1 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 2 385 | −13,02 | 307 | −3,47 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 6 563 | 6,06 | 843 | 17,57 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 9 009 | 1,48 | 1 158 | 12,44 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 1 205 | 0,00 | 155 | 10,79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 198 008 | 36,47 | 25 346 | 50,82 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 2 015 | 259 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 16 | 0,00 | 2 | 100,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 914 | 8,32 | 1 146 | 20,02 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 500 | 0,00 | 321 | 11,07 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 39 823 | 204,13 | 5 132 | 252,71 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 11 363 | 0,21 | 1 460 | 11,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 982 296 | 3,71 | 126 245 | 14,95 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 38 695 | 11,75 | 4 977 | 28,35 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 103 005 | −0,06 | 13 238 | 10,78 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 419 | 0,00 | 182 | 10,98 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 9 430 | 0,45 | 1 212 | 11,31 | ||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 390 377 | 0,00 | 50 171 | 10,84 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 43 377 | 23,69 | 5 030 | 22,09 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 7 264 | 0,00 | 1 | |||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 40 045 | −1,26 | 5 147 | 9,44 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 3 765 | 0,03 | 484 | 10,78 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 225 683 | 20,00 | 29 005 | 33,00 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 275 | 0,00 | 164 | 10,88 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 12 399 | 5,69 | 1 594 | 17,13 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 1 559 | 0 | ||||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 44 785 | 1,95 | 5 756 | 13,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 300 584 | 13,51 | 38 631 | 25,81 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1 764 | 0,00 | 227 | 10,78 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 18 877 | 1,84 | 2 426 | 12,84 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2 499 | −2,84 | 321 | 7,72 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 27 679 | −0,90 | 3 557 | 9,85 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10 416 | −12,99 | 1 339 | −3,60 | ||||
| 2025-05-09 | 13F | Planning Alternatives Ltd /adv | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 144 683 | 7,19 | 18 595 | 18,81 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 3 923 | 0,00 | 504 | 11,01 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 100 | 0,00 | 13 | 9,09 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 33 212 | −0,23 | 3 851 | −1,53 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 4 180 | 0,00 | 537 | 10,95 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 517 714 | 3,44 | 66 537 | 14,65 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 790 | 88,42 | 230 | 109,09 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 32 336 | 0,09 | 4 156 | 10,95 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 14 736 | 0,90 | 1 911 | 16,53 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1 622 119 | 29,06 | 208 475 | 43,05 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 1 788 | 0,00 | 230 | 10,63 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 126 | 0,00 | 16 | 14,29 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 104 270 | 12,72 | 141 921 | 24,94 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 99 750 | 1,35 | 12 820 | 12,34 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 4 866 | −3,61 | 625 | 6,84 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 3 500 | 0,00 | 450 | 10,86 | ||||
| 2025-08-12 | 13F | Main Management LLC | 2 727 | −2,47 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 54 283 | 1,39 | 6 976 | 12,37 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12 197 | 1 568 | ||||||
| 2025-08-28 | 13F | Prospera Capital Management, LLC | 2 816 | 362 | ||||||
| 2025-08-13 | 13F | Nyl Investors Llc | 86 734 | 3,87 | 11 147 | 15,14 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 18 473 | 14,84 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 32 163 | 3,08 | 4 134 | 14,23 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 155 | 0,00 | 20 | 11,76 | ||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 4 100 | 0,00 | 527 | 10,74 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 2 000 | 0,00 | 257 | 11,26 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 3 102 | 399 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 422 | 0,00 | 54 | 12,50 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 340 | 10,65 | 172 | 22,86 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 585 | 1,06 | 332 | 12,16 | ||||
| 2025-08-14 | 13F | Family Management Corp | 9 006 | 0,00 | 1 157 | 10,82 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 375 | 0,00 | 305 | 10,91 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 3 544 | −20,56 | 455 | −11,99 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 3 571 | 0,00 | 471 | 10,85 | ||||
| 2025-05-06 | 13F | Winch Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 33 | −80,81 | 4 | −78,95 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35 132 | −9,06 | 4 515 | 0,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 396 | −4,85 | 693 | 5,48 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 25 783 | 3 314 | ||||||
| 2025-07-24 | 13F | PayPay Securities Corp | 69 | −5,48 | 9 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8 481 | 57,00 | 1 090 | 73,96 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | 10Elms LLP | 195 | 29,14 | 25 | 47,06 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 300 | 0,00 | 39 | 11,76 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 34 834 | 3,23 | 4 477 | 14,42 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 113 | 0,00 | 15 | 7,69 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 4 310 | 7,21 | 1 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 25 986 | 3,66 | 3 340 | 14,90 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 3 866 | 0,00 | 497 | 10,71 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 1 737 | 223 | ||||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 46 929 | 10,28 | 6 031 | 22,23 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 8 284 | 0,49 | 1 065 | 11,41 | ||||
| 2025-08-14 | 13F | Seldon Capital Lp | 213 135 | 182,12 | 27 392 | 212,73 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 522 | 9,04 | 324 | 20,90 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 7 430 | 955 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 50 305 | 0,00 | 6 465 | 10,85 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2 337 | −17,77 | 300 | −8,81 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 4 112 | 0,46 | 539 | 13,50 | ||||
| 2025-07-16 | 13F | Flower City Capital | 3 791 | 2,29 | 487 | 13,52 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 10 686 | −10,16 | 1 373 | −0,44 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2 296 | −2,79 | 295 | 8,06 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 18 366 | 4,69 | 2 360 | 16,03 | ||||
| 2025-07-09 | 13F | Sarasin & Partners LLP | 29 947 | 27,97 | 3 849 | 41,84 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 904 | 373 | ||||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 13 979 | 0,04 | 1 797 | 10,86 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 1 805 | 0,22 | 232 | 11,06 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6 242 | 225,10 | 802 | 261,26 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 952 | −52,35 | 122 | −47,19 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2 597 | 43,32 | 334 | 58,57 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 71 594 | 22,58 | 9 201 | 35,89 | ||||
| 2025-08-01 | 13F | First Pacific Advisors, LP | 16 777 | 3,25 | 2 156 | 14,44 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9 331 | 1 199 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 40 | 5 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 21 074 | 0,00 | 2 443 | −1,29 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 1 965 | 253 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 485 | 40,58 | 62 | 55,00 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 3 545 | 456 | ||||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13 818 | −8,64 | 1 776 | 1,25 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 3 961 | −23,03 | 509 | −14,60 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 2 780 | 0,47 | 357 | 11,56 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 40 | 0,00 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | DC Investments Management, LLC | 667 054 | 84,32 | 85 730 | 104,30 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 2 165 | 0,00 | 278 | 10,76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 29 721 | 1,40 | 3 820 | 12,03 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 4 368 | −0,36 | 561 | 10,43 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2 712 | −26,24 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 96 995 | −22,83 | 12 466 | −14,46 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 11 040 | 6,53 | 1 419 | 18,07 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 365 | 15,51 | 47 | 27,78 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 42 919 | 13,37 | 5 516 | 25,66 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 8 030 | −6,65 | 1 032 | 3,41 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 855 | 19,58 | 110 | 32,93 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 6 247 | −79,09 | 803 | −76,84 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 782 | −5,37 | 1 386 | 4,84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 159 800 | −15,81 | 20 537 | −6,68 | |||
| 2025-08-13 | 13F | Scotia Capital Inc. | 17 830 | 95,10 | 2 292 | 116,34 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 28 548 | 8,10 | 3 669 | 19,79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 31 974 | 4 109 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 67 769 | 14,90 | 8 796 | 28,62 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 160 175 | 1,47 | 20 586 | 12,47 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 1 575 | 202 | ||||||
| 2025-08-14 | 13F | Investment House Llc | 8 369 | 1 076 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 39 695 | −10,73 | 5 102 | −1,05 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 60 216 | 1,74 | 7 739 | 12,78 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 633 | −17,02 | 210 | −8,33 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 43 | 168,75 | 6 | 400,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 37 200 | −51,44 | 4 781 | −46,18 | |||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 17 300 | 2 223 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 1 822 | 0,00 | 234 | 10,90 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4 315 | −12,01 | 555 | −2,46 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 101 | −13,68 | 13 | 0,00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 084 | 0,00 | 139 | 6,92 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 523 807 | 9,64 | 67 320 | 21,52 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 200 372 | −24,23 | 25 752 | −17,11 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 14 851 | −0,16 | 1 909 | 10,67 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 5 337 | 686 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Rexford Capital Inc | 108 | 14 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 3 872 | −0,79 | 498 | 9,96 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 4 487 | −12,57 | 577 | −4,32 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3 933 | 0,41 | 505 | 11,23 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 7 085 | 0,00 | 911 | 10,84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 173 | 0,58 | 22 | 15,79 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 8 306 | 122,03 | 968 | 120,50 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 184 728 | 2,14 | 23 741 | 13,22 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 745 | 218,67 | 610 | 254,07 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 32 084 | 32,95 | 4 123 | 47,36 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 160 | 0,00 | 21 | 11,11 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 8 297 | 3,76 | 1 066 | 14,99 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 3 503 | 0,49 | 450 | 11,39 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 1 226 | 0,00 | 158 | 10,56 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 2 085 | −31,57 | 268 | −24,36 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 9 314 | 1 200 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 12 443 | 7,66 | 1 617 | 20,60 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 21 566 | 2 772 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9 462 | 1 216 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 492 626 | −7,46 | 63 312 | 7,63 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2 669 | 2,26 | 343 | 13,58 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 3 371 | −0,53 | 433 | 10,46 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51 754 | 2,85 | 6 651 | 14,00 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 9 715 | −0,20 | 1 249 | 10,64 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 110 | 0,00 | 14 | 16,67 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 1 602 | 206 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 2 463 | 54,91 | 317 | 71,74 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 18 615 | 0,11 | 2 392 | 11,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 63 771 | 43,63 | 8 196 | 59,19 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 16 560 | −1,08 | 2 128 | 9,63 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 2 140 | 0,00 | 275 | 9,13 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 504 103 | −1,03 | 321 827 | 9,70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9 242 | −85,97 | 1 187 | −84,46 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 30 360 | 1,58 | 3 902 | 12,58 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 15 663 797 | −3,75 | 1 814 181 | −6,80 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9 704 | 60,53 | 1 247 | 78,14 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2 398 | 0,25 | 313 | 13,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 043 | 5,80 | 263 | 17,49 | ||||
| 2025-04-11 | 13F | Towneley Capital Management, Inc / DE | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 43 153 | −0,38 | 5 546 | 10,41 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 90 665 | −0,53 | 11 884 | 11,77 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 24 145 | −0,17 | 3 | 50,00 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 8 234 | 78,57 | 1 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 116 | 0,00 | 15 | 7,69 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 616 | 562,37 | 79 | 690,00 | ||||
| 2025-08-12 | 13F | Legal & General Group Plc | 137 915 | 17 646 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 342 209 | 21,97 | 43 980 | 35,20 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 5 007 | 0,00 | 644 | 10,86 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 4 757 | 54,15 | 611 | 71,15 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 3 339 | −0,24 | 429 | 10,57 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 2 728 | 0,04 | 351 | 10,76 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2 415 | 0,00 | 310 | 10,71 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 31 011 | 0,75 | 3 986 | 11,69 | ||||
| 2025-07-25 | 13F | Alta Advisers Ltd | 62 875 | 5 897 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 5 | 1 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 437 831 | 9,59 | 56 270 | 21,47 | ||||
| 2025-04-23 | 13F | Phillips Wealth Planners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 4 833 | −10,68 | 621 | −0,96 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2 503 | 0,00 | 322 | 10,69 | ||||
| 2025-05-15 | 13F | Harding Loevner Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 8 215 | −5,88 | 1 056 | 4,25 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kendall Capital Management | 8 713 | 2,49 | 1 120 | 13,60 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 130 561 | 5,15 | 16 780 | 16,55 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 1 736 | 0,00 | 223 | 10,95 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 19 658 | −19,48 | 2 526 | −10,74 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4 | −99,89 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 62 009 | −0,16 | 7 969 | 10,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 521 529 | 25,32 | 67 027 | 38,90 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 107 | 0,00 | 14 | 8,33 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 3 741 | −7,26 | 481 | 2,78 | ||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 1 986 | 0,00 | 255 | 10,87 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 9 072 | −2,96 | 1 166 | 7,47 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 4 540 | −0,74 | 584 | 10,00 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 4 130 | −96,84 | 531 | −96,50 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 9 196 | 300,35 | 1 182 | 343,98 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 388 | 0,00 | 178 | 11,25 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2 322 | −57,63 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 358 046 | 3,20 | 46 016 | 14,39 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 1 840 | 236 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 39 | 0,00 | 5 | 25,00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 9 064 | 10,50 | 1 110 | 22,52 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11 044 | 9,81 | 1 419 | 21,70 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 7 950 | 0,00 | 1 022 | 10,86 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 595 455 | 11,27 | 76 528 | 23,33 | ||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 7 200 | 28,82 | 925 | 41,44 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2 511 | −1,34 | 323 | 9,15 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 962 | −74,28 | 124 | −71,59 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 2 475 | 0,00 | 318 | 11,19 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 1 597 | 0,00 | 205 | 10,81 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 8 403 | 2,90 | 1 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 11 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 162 081 | 0,55 | 20 831 | 11,45 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 104 | 13 | ||||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 180 161 | −1,28 | 23 154 | 9,42 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 256 | 20,75 | 33 | 33,33 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 7 058 | 4,70 | 907 | 16,13 | ||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 505 000 | 64 903 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 85 831 | −3,39 | 11 031 | 7,09 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 18 247 | 58,02 | 2 116 | 55,97 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4 846 | 4,80 | 623 | 16,04 | ||||
| 2025-07-10 | 13F | Threadgill Financial, Llc | 3 851 | −98,77 | 495 | −98,64 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 30 878 | 10,81 | 3 968 | 22,81 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 12 664 | −0,50 | 1 628 | 10,31 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 11 304 | 14,08 | 1 453 | 26,48 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 509 308 | 8,22 | 65 456 | 19,96 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 36 187 | 18,42 | 4 651 | 31,24 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1 970 | 0,00 | 253 | 10,96 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2 396 | 11,13 | 308 | 23,29 | ||||
| 2025-08-12 | 13F | Wind River Trust Co | 681 693 | −0,73 | 87 611 | 10,03 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 75 600 | 10,05 | 9 716 | 22,00 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 61 365 | 172,73 | 7 887 | 202,38 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 475 | −1,98 | 318 | 8,90 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 3 346 | 28,40 | 430 | 42,38 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2 540 | 0,00 | 326 | 9,40 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 55 867 | −30,16 | 7 180 | −22,60 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 25 987 | 17,81 | 3 340 | 30,58 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 15 | 2 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 7 499 | −7,74 | 964 | 2,23 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 2 186 | 0,00 | 281 | 10,67 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 60 584 | −3,98 | 7 786 | 6,44 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 3 397 | −10,23 | 437 | −0,46 | ||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 40 457 | 4 691 | ||||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 21 500 | 0,00 | 2 763 | 10,87 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 199 | 829,46 | 154 | 1 000,00 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 31 917 | 0,47 | 4 102 | 11,35 | ||||
| 2025-08-13 | 13F | Polen Capital Management Llc | 5 534 | −49,50 | 711 | −44,02 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5 374 | 3,61 | 708 | 17,80 | ||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 9 700 | 16,87 | 1 247 | 29,52 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 15 406 | −1,46 | 1 980 | 9,22 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12 814 | −0,43 | 1 692 | 11,24 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 12 683 | 6,18 | 1 630 | 17,69 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 21 018 | 2 701 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 178 195 | 8,55 | 22 902 | 20,32 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 16 302 | 11,65 | 2 095 | 23,82 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 66 | 0,00 | 8 | 14,29 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4 690 | 118,44 | 603 | 142,74 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Drystone LLC | 10 167 | 57,68 | 1 307 | 74,83 | ||||
| 2025-04-15 | 13F | Paragon Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 2 704 | 0,45 | 354 | 13,46 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 70 254 | 0,15 | 9 029 | 10,99 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 1 980 | 0,41 | 254 | 11,40 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 21 418 | 0,00 | 2 753 | 10,83 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 5 733 | −1,41 | 737 | 9,20 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 3 996 | 0,00 | 514 | 10,80 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 2 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Tacita Capital Inc | 1 608 | 6,63 | 207 | 18,39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 123 306 | 6,38 | 16 | 15,38 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 2 253 | −5,49 | 290 | 4,71 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 20 335 | 0,06 | 2 613 | 10,91 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 526 | −8,19 | 967 | 1,79 | ||||
| 2025-07-30 | 13F | Bernzott Capital Advisors | 24 597 | 2,03 | 3 161 | 13,09 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2 895 | 0,56 | 0 | |||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 7 192 | 13,89 | 924 | 26,23 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 324 258 | 2,95 | 170 194 | 14,11 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 26 074 | 9,14 | 3 351 | 20,97 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 3 859 | 0,00 | 496 | 16,20 | ||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 1 674 | 215 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 678 082 | 2,66 | 87 147 | 13,79 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 28 934 | 25,75 | 3 719 | 39,36 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 481 | −21,79 | 62 | −14,08 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 28 | 0,00 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 250 | 32 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 183 440 | −55,96 | 23 576 | −51,18 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 23 410 | 0,00 | 3 009 | 8,71 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 64 833 | −36,62 | 8 | −27,27 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 10 355 | 1,65 | 1 331 | 12,62 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 14 030 | 0,47 | 1 803 | 11,37 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8 250 | −14,87 | 1 060 | −5,61 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 3 685 | 0,00 | 474 | 10,77 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 496 | 1,85 | 64 | 12,50 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 23 393 | 0,21 | 3 006 | 11,09 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 6 518 | 0,28 | 838 | 11,16 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 87 155 | −18,39 | 11 201 | −9,54 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 8 788 | −27,36 | 1 129 | −19,47 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19 832 | −6,51 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 42 939 | 7,38 | 5 519 | 19,03 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 694 534 | 12,40 | 89 261 | 24,58 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 1 681 | 216 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 19 769 | −0,23 | 2 541 | 10,58 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 771 674 | 6,56 | 99 176 | 18,11 | ||||
| 2025-08-14 | 13F | Dark Forest Capital Management Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Prudential Plc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 2 964 | −8,88 | 381 | 0,00 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 17 243 | 1,79 | 2 216 | 12,83 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 15 854 | 0,00 | 2 038 | 24,59 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 1 780 | 0,00 | 229 | 10,68 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 5 554 414 | 15,96 | 714 057 | 28,57 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 102 303 | 0,34 | 13 148 | 11,22 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 5 922 | 11,53 | 761 | 23,74 | ||||
| 2025-05-15 | 13F | Brandes Investment Partners, Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 76 900 | −22,95 | 9 883 | −14,59 | |||
| 2025-07-21 | 13F | River Street Advisors LLC | 26 223 | 145,83 | 3 370 | 172,65 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 202 | 51,88 | 26 | 66,67 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5 510 | 9,15 | 708 | 21,03 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 062 | 40,62 | 779 | 57,06 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | Put | 2 000 | 257 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 61 200 | 7 865 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 674 564 | −11,51 | 86 695 | −1,91 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3 298 | 424 | ||||||
| 2025-07-29 | 13F | Manchester Financial Inc | 34 888 | 3,83 | 4 484 | 15,07 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 41 344 | 9,89 | 5 360 | 28,23 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 5 658 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 5 075 | 1,00 | 652 | 12,03 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 8 029 | −0,02 | 1 032 | 10,74 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 17 000 | 0,00 | 2 185 | 10,81 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 42 700 | 14,78 | 5 488 | 27,22 | |||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6 151 | 3,67 | 791 | 14,99 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 98 736 | 10 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 077 | 25,05 | 652 | 38,14 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 150 | 0,00 | 19 | 11,76 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 464 | 0,00 | 60 | 11,32 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 1 693 | 218 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2 630 | 0,46 | 338 | 11,55 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 16 076 | −2,87 | 2 066 | 7,66 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 617 971 | 1,89 | 336 462 | 12,94 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 645 450 | −73,33 | 82 953 | −70,44 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 5 080 | 0,79 | 653 | 11,64 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 202 561 | −5,90 | 26 033 | 4,30 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 26 | 3 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 12 | 1 100,00 | 2 | |||||
| 2025-08-13 | 13F | American Money Management, LLC | 5 423 | 0,00 | 697 | 10,99 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 127 138 | 4,73 | 16 340 | 16,09 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8 516 | −73,37 | 1 094 | −70,49 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 573 | 0,51 | 459 | 11,41 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 182 134 | 14,71 | 23 424 | 27,24 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 100 074 | −4,34 | 12 862 | 6,04 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2 041 | 0,10 | 262 | 11,02 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 4 380 | 6,31 | 563 | 17,82 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 4 367 | −3,13 | 561 | 7,47 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9 111 | −1,37 | 1 171 | 9,24 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 6 439 | 3,24 | 827 | 14,38 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 1 566 | 201 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 17 211 | 4,17 | 2 212 | 15,46 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 701 674 | −68,01 | 90 179 | −64,54 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 55 681 | 2,58 | 7 156 | 13,71 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 56 948 | 0,00 | 7 319 | 10,83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 65 600 | 266,48 | 8 431 | 306,27 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 4 700 | 604 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 223 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 2 157 | 0,00 | 277 | 10,80 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 229 | 29 | ||||||
| 2025-04-29 | 13F | Compton Wealth Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 45 232 | 7,49 | 6 | 25,00 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 36 649 | −0,16 | 4 710 | 10,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 504 752 | −33,26 | 193 391 | −26,03 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 11 437 | −99,04 | 1 470 | 18,47 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-17 | 13F | Nbt Bank N A /ny | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 12 505 | 0,10 | 1 607 | 10,98 | ||||
| 2025-08-04 | 13F | Balentine LLC | 17 860 | 1,99 | 2 295 | 13,05 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 4 515 | 0,00 | 580 | 10,90 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 16 655 | 0,01 | 2 | 100,00 | ||||
| 2025-07-28 | 13F | Td Asset Management Inc | 7 663 | 0,00 | 985 | 10,81 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6 757 | −26,86 | 868 | −18,95 | ||||
| 2025-07-23 | 13F | Matisse Capital | 2 085 | 0,00 | 268 | 10,79 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 1 595 000 | 211,95 | 204 989 | 245,77 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 9 739 | 0,51 | 1 252 | 11,40 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 61 214 | 8,40 | 7 867 | 20,16 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2 594 | 38,94 | 333 | 54,17 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 846 | 0,44 | 237 | 11,27 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 41 026 | −5,10 | 5 262 | 4,99 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4 007 | 0,48 | 515 | 11,26 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 731 | 5,79 | 94 | 16,25 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 16 049 | 3,65 | 2 063 | 14,87 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 25 033 | 3,70 | 3 223 | 14,33 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 7 298 | −0,22 | 938 | 10,50 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 15 | 0,00 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 12 410 | 2,35 | 1 595 | 13,45 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 51 | −1,92 | 7 | 0,00 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 6 650 | −2,92 | 855 | 7,56 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 370 | 0,00 | 48 | 11,90 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 64 220 | 218,71 | 8 254 | 253,30 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 60 304 | 9,58 | 7 750 | 21,45 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 13 212 | 71,52 | 1 698 | 90,15 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 7 420 | −1,33 | 954 | 9,41 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2 822 | 0 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 70 870 | 5,88 | 9 108 | 17,37 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 11 268 | 1 448 | ||||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 2 316 | −6,58 | 0 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 21 549 | −9,69 | 2 769 | 0,11 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6 212 | 26,75 | 798 | 40,49 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2 418 | 2,20 | 311 | 13,14 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 905 | 182,81 | 116 | 213,51 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 3 551 | 0,00 | 456 | 10,95 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 2 284 | 0,00 | 294 | 10,98 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 151 772 | 18,39 | 19 506 | 31,22 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1 014 | 0,00 | 130 | 11,11 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2 361 | 3,51 | 303 | 14,77 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10 701 | −5,15 | 1 375 | 5,12 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 4 262 | 0,24 | 548 | 10,95 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 2 647 | 0,00 | 340 | 11,11 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 2 062 | 0,00 | 265 | 10,88 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 1 764 | 227 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 377 | 0,00 | 48 | 11,63 |
