Grundläggande statistik
| Institutionella ägare | 361 total, 361 long only, 0 short only, 0 long/short - change of 6,18% MRQ |
| Genomsnittlig portföljallokering | 0.7251 % - change of −4,14% MRQ |
| Institutionella aktier (lång) | 58 742 570 (ex 13D/G) - change of 2,58MM shares 4,60% MRQ |
| Institutionellt värde (lång) | $ 2 726 675 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF (US:VUSB) har 361 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 58,742,570 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Bank Of America Corp /de/, Bramshill Investments, LLC, Wells Fargo & Company/mn, Ronald Blue Trust, Inc., Wharton Business Group, LLC, Alpine Bank Wealth Management, Avion Wealth, HighTower Advisors, LLC, and LPL Financial LLC .
Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF (BATS:VUSB) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 10, 2025 is 49,88 / share. Previously, on September 11, 2024, the share price was 49,79 / share. This represents an increase of 0,17% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4 101 | −12,82 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 136 839 | −1,36 | 6 823 | −1,34 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 704 | 0,00 | 35 | 0,00 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 11 873 | 12,93 | 592 | 12,98 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 19 849 | −29,26 | 990 | −29,26 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F/A | Zazove Associates Llc | 100 000 | 0,00 | 4 986 | 0,02 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 159 | 257 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 12 606 | −5,29 | 629 | −5,28 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 41 254 | 5,09 | 2 057 | 5,11 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 135 | 0,00 | 256 | 0,00 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 6 400 | 0,00 | 319 | 0,00 | ||||
| 2025-05-15 | 13F | Fairview Capital Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 123 094 | 15,49 | 6 138 | 15,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11 847 | 164,97 | 590 | 165,77 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 37 460 | −0,35 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 12 608 | −5,67 | 629 | −5,71 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 307 248 | 11,22 | 15 321 | 11,24 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Partners Capital Investment Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 006 | 250 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 572 | −37,10 | 527 | −37,04 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2 309 | 1,23 | 115 | 1,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 66 545 | −5,61 | 3 318 | −5,58 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 1 310 019 | −5,43 | 65 | −5,80 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 80 941 | 4,83 | 4 036 | 4,86 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 97 440 | 2,54 | 4 859 | 2,55 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1 460 | 144,15 | 73 | 148,28 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 145 823 | 80,37 | 7 255 | 80,00 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 6 730 | −0,15 | 336 | −0,30 | ||||
| 2025-05-12 | 13F | WealthPlan Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1 253 578 | 58,75 | 62 510 | 58,79 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 82 412 | −1,21 | 4 110 | −1,20 | ||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 141 902 | 7 076 | ||||||
| 2025-05-05 | 13F | Partners in Financial Planning | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 28 842 | −25,42 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 574 | 0,00 | 78 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 97 858 | 12,28 | 4 880 | 12,29 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 16 429 | −4,69 | 819 | −4,66 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 426 | 23,01 | 620 | 23,06 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 80 640 | 16,20 | 4 016 | 16,07 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 20 044 | 12,47 | 1 000 | 12,50 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 873 | 1,21 | 343 | 1,18 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9 138 | 7,37 | 456 | 7,57 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 422 712 | 40,39 | 21 078 | 40,42 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 6 158 | 5,12 | 307 | 5,14 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 56 594 | 145,48 | 2 822 | 145,60 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 14 770 | 7,29 | 737 | 7,29 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 241 995 | 53,09 | 12 067 | 100 458,33 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 5 169 | −2,31 | 258 | −2,28 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 65 155 | 0,00 | 3 249 | 0,00 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 42 659 | −2,74 | 2 127 | −2,70 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 40 835 | −3,55 | 2 033 | −3,69 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 12 042 | 21,05 | 600 | 21,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 200 | 0,00 | 10 | 0,00 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 397 267 | 15,57 | 19 810 | 15,59 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 61 001 | 40,47 | 3 042 | 40,46 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 12 054 | 13,33 | 601 | 13,40 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 46 952 | −22,78 | 2 341 | −22,76 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Advisory Research Inc | 21 243 | 0,00 | 1 059 | 0,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 437 | 0,00 | 72 | 0,00 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 10 224 | 0,61 | 510 | 0,59 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 119 863 | 1,76 | 5 977 | 1,77 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 24 888 | −0,54 | 1 241 | −0,48 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 383 | 0,00 | 69 | 0,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 863 | 1,17 | 0 | |||||
| 2025-08-11 | 13F | Capital Square, LLC | 6 518 | −75,97 | 324 | −76,04 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 8 452 | 12,90 | 421 | 13,48 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 70 180 | 3 500 | ||||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13 753 | 12,08 | 1 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 18 099 | 195,40 | 903 | 195,74 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 526 886 | 1,14 | 26 273 | 1,16 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 13 440 | −32,21 | 670 | −32,19 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 4 938 | 164 500,00 | 246 | 0,41 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 700 | 0,00 | 35 | 0,00 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 10 900 | 544 | ||||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 19 542 | 0,31 | 974 | 0,31 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 87 863 | −16,03 | 4 381 | −16,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 394 701 | 298,52 | 20 | 375,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 110 948 | −6,98 | 5 532 | −6,96 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 4 930 | −79,22 | 246 | −79,27 | ||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 10 000 | 499 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 122 922 | 216,54 | 6 130 | 216,58 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 626 285 | −0,90 | 31 230 | −0,88 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 51 332 | 0,00 | 2 560 | 0,00 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 40 967 | −1,72 | 2 043 | −1,73 | ||||
| 2025-04-16 | 13F | Lam Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 13 380 | 2,07 | 667 | 2,14 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 31 068 | 1 549 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 17 870 | 191,66 | 891 | 192,13 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 113 481 | 42,08 | 6 | 66,67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 68 763 | −1,49 | 3 429 | −1,49 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 713 | 0,00 | 85 | 0,00 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 246 600 | 50,04 | 12 297 | 50,06 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 87 137 | 13,40 | 4 345 | 13,45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 508 | 0,00 | 75 | 0,00 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 62 926 | 31,52 | 3 138 | 31,53 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 26 820 | −19,41 | 1 337 | −19,41 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 15 215 | −2,15 | 1 | |||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 10 772 | −20,58 | 537 | −20,56 | ||||
| 2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 5 635 | 16,07 | 281 | 15,70 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 167 518 | −0,78 | 8 353 | −0,76 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 199 468 | 7,93 | 9 946 | 7,96 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 13 976 | −2,68 | 697 | −2,66 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 509 | 0,00 | 25 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 24 471 | 1 | ||||||
| 2025-07-29 | NP | TSPX - Twin Oak Active Opportunities ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 12 218 | 1,21 | 609 | 1,33 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 25 570 | 0,00 | 1 275 | 0,08 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 19 813 | 113,73 | 988 | 113,64 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 69 090 | 3 445 | ||||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 139 038 | −8,87 | 6 933 | −8,85 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 29 360 | 48,16 | 1 464 | 48,33 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 50 216 | 9,95 | 2 504 | 10,02 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 20 759 | 1 168,11 | 1 035 | 1 177,78 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 260 | 0,00 | 13 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 858 230 | 7,62 | 92 661 | 7,64 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 25 351 | −10,34 | 1 264 | −10,29 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 7 167 | −1,54 | 357 | −1,38 | ||||
| 2025-04-14 | 13F | Investment Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 36 323 | 5,87 | 1 811 | 5,91 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 245 580 | 17,59 | 12 246 | 17,60 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 10 047 | 501 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 34 640 | −1,18 | 1 727 | −1,14 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 525 | 22,66 | 26 | 23,81 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 134 267 | 1,59 | 6 695 | 1,61 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 9 337 | 4,59 | 466 | 4,49 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 7 433 | −10,15 | 371 | −10,19 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 116 066 | 1,72 | 5 788 | 1,74 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 929 | 3,95 | 395 | 3,95 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 82 758 | 0,93 | 4 127 | 0,93 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 19 490 | 0,78 | 972 | 0,73 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 285 864 | 4 415,31 | 14 255 | 4 425,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 77 | 4 | ||||||
| 2025-04-22 | 13F | Elser Financial Planning, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 018 | 51 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 232 | −5,64 | 560 | −5,25 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 296 | −6,36 | 164 | −6,29 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 4 555 | 227 | ||||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 55 237 | 2 754 | ||||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 21 191 | 19,95 | 1 057 | 20,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 20 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 374 | −1,41 | 118 | −0,84 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 165 460 | −4,81 | 8 220 | −4,62 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 18 233 | −57,92 | 909 | −57,92 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 968 310 | −0,28 | 48 285 | −0,26 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 288 614 | 2,75 | 14 392 | 2,77 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 53 255 | 2,02 | 2 656 | 2,04 | ||||
| 2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 8 346 | 0,00 | 416 | 0,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 93 024 | −43,73 | 4 630 | −43,84 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 6 033 | −6,98 | 301 | −7,12 | ||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 53 988 | −0,96 | 2 692 | −0,92 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 60 000 | 0,00 | 2 992 | 0,00 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 12 662 | 0,00 | 631 | 0,00 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5 605 | 5,18 | 279 | 5,28 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 29 568 | −4,71 | 1 474 | −4,66 | ||||
| 2025-04-17 | 13F | Hanson & Doremus Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 286 514 | −2,83 | 14 287 | −2,80 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 53 586 | 31,03 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 313 023 | −16,07 | 15 609 | −16,05 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Anson Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 156 927 | 10,60 | 7 825 | 10,63 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 7 282 | 363 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 4 683 | 15,03 | 234 | 15,35 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 94 167 | −34,24 | 4 696 | −34,23 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 000 | 0,00 | 100 | 0,00 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 427 592 | 11,93 | 21 322 | 11,94 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 857 | 0,00 | 43 | 0,00 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 209 098 | 62,59 | 10 427 | 62,63 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6 471 | 1,75 | 323 | 1,58 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 3 060 | −11,56 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 972 | 0,00 | 98 | 0,00 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 5 000 | 0,00 | 249 | 0,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 110 052 | −58,96 | 5 | −61,54 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 410 | 20 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 12 431 | −10,02 | 620 | −10,03 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 8 805 | −37,18 | 438 | |||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 46 028 | 37,07 | 2 295 | 37,10 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 1 149 310 | 5,69 | 57 | 7,55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 049 744 | 4,77 | 52 345 | 4,79 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 394 | 55,99 | 319 | 55,88 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 18 176 | 0,93 | 906 | 1,00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 592 | −0,18 | 279 | −0,36 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13 680 | 123,97 | 682 | 124,34 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 103 069 | −5,71 | 5 140 | −5,69 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 430 521 | 114,81 | 121 198 | 114,85 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 2 456 407 | 22,64 | 122 489 | 22,67 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 27 912 | −0,03 | 1 388 | 0,22 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 4 089 | 0,00 | 204 | 0,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 117 922 | 13,90 | 5 880 | 13,93 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 4 538 | 0,00 | 226 | 0,00 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 32 124 | 22,79 | 1 602 | 22,78 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 362 083 | −8,41 | 18 055 | −8,39 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 29 250 | −17,14 | 1 459 | −17,11 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 190 511 | 3,53 | 9 500 | 3,54 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17 110 | 2,25 | 853 | 2,28 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 40 453 | 0,37 | 2 017 | 0,40 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 750 | 0,00 | 37 | 0,00 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 4 312 | 1,22 | 215 | 0,94 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 613 | 23,42 | 479 | 23,45 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 161 383 | −1,56 | 8 | 0,00 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 44 727 | −13,07 | 2 230 | −13,06 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 542 | 0,00 | 127 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 207 872 | 6,08 | 10 366 | 6,10 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 920 | 0,39 | 245 | 0,41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 11 958 | 47,10 | 596 | 47,16 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 26 332 | −1,75 | 1 313 | −1,72 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 8 020 | 400 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8 650 | −4,59 | 431 | −4,43 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 11 280 | 23,82 | 562 | 23,79 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 107 059 | −2,33 | 5 339 | −2,31 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 35 565 | 9,67 | 1 773 | 9,72 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 9 486 | 473 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 298 | 63,81 | 464 | 64,18 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 75 674 | 2,52 | 3 773 | 2,53 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 425 | 0,00 | 71 | 0,00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 12 476 | 0,00 | 622 | 0,16 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 24 212 | 0,00 | 1 207 | 0,00 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 32 370 | 22,69 | 1 614 | 22,74 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 17 110 | 2,25 | 853 | 2,28 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 44 807 | 38,35 | 2 234 | 38,41 | ||||
| 2025-08-08 | 13F | Chandler Asset Management, Inc. | 2 170 | 108 | ||||||
| 2025-08-13 | 13F | Elgethun Capital Management | 113 | −97,48 | 6 | −97,76 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 6 684 | −27,47 | 332 | −27,19 | ||||
| 2025-04-28 | NP | FMCE - FM Compounders Equity ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 41 698 | −3,14 | 2 077 | −2,49 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 807 | −18,93 | 90 | −18,92 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 337 394 | 56,30 | 16 824 | 56,34 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7 191 | 35,30 | 359 | 35,61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 170 424 | 103,99 | 8 498 | 104,03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8 987 | 391,09 | 448 | 392,31 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 5 654 | 282 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4 742 | −48,32 | 236 | −48,36 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 312 940 | 17,98 | 16 | 15,38 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 7 450 | 0,00 | 371 | 0,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 20 050 | −1,59 | 1 000 | −1,58 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 600 | 30 | ||||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 15 939 | −1,21 | 795 | −0,75 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 421 | −22,70 | 520 | −22,42 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 222 442 | 87,57 | 11 052 | 86,94 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 4 527 | 226 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 22 035 | 0,00 | 1 099 | 0,00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 14 887 | −25,24 | 742 | −25,20 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 32 005 | 87,75 | 1 595 | 88,42 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 216 366 | 4,87 | 10 789 | 4,89 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 59 589 | −2,88 | 2 971 | −2,84 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 41 145 | −8,06 | 2 052 | −8,07 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 264 000 | −12,69 | 13 164 | −12,68 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 345 067 | 0,46 | 17 207 | 0,48 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 53 627 | 3,27 | 2 674 | 3,28 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 146 878 | 7 324 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 13 293 | 18,35 | 663 | 18,43 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 5 664 | −2,88 | 282 | −2,76 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 11 003 | 103,95 | 549 | 104,48 | ||||
| 2025-05-15 | 13F | Baird Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 6 437 | 0,00 | 321 | 0,00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 744 | 0,00 | 37 | 0,00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 170 | −58,54 | 0 | |||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 5 799 | 28,24 | 289 | 28,44 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 9 346 | −42,88 | 466 | −42,82 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 5 186 | 259 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 6 574 | 0,00 | 328 | 0,00 | ||||
| 2025-08-04 | 13F | Terril Brothers, Inc. | 5 700 | 284 | ||||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 69 953 | 10,30 | 3 488 | 10,34 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25 982 | 1 296 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 75 223 | −4,89 | 3 751 | −4,89 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 26 459 | −0,71 | 1 315 | −0,30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 074 033 | 30,23 | 53 557 | 30,25 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 56 | 9,80 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 228 300 | −19,33 | 11 384 | −19,31 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 129 703 | 5,63 | 6 468 | 5,79 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 48 597 | −19,79 | 2 423 | −19,77 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 4 245 | 0,00 | 212 | 0,00 | ||||
| 2025-08-27 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 396 982 | 0,00 | 19 796 | 0,02 | ||||
| 2025-08-07 | 13F | Keynote Financial Services Llc | 55 740 | 1 231,90 | 2 779 | 1 236,06 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 4 918 | 0 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 67 900 | −32,39 | 3 386 | −32,38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 154 | 0,00 | 8 | 0,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9 762 | 487 | ||||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 4 295 | 0,00 | 214 | 0,47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 865 | −18,88 | 392 | −18,84 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 15 244 | 760 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 261 586 | 13 044 | ||||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 30 075 | 19,83 | 1 500 | 19,82 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 42 955 | 11,20 | 2 142 | 11,22 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 16 000 | 7,10 | 798 | 7,12 | ||||
| 2025-08-14 | 13F | Kintayl Capital LP | 120 600 | 0,00 | 6 014 | 0,02 | ||||
| 2025-08-08 | 13F | Creative Planning | 73 035 | 20,38 | 3 642 | 20,40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 518 007 | 74,52 | 125 560 | 74,55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 149 041 | 17,08 | 7 432 | 17,10 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 15 234 | 0,00 | 759 | 0,53 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5 182 | 258 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 4 073 | 203 | ||||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 7 068 | 352 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 82 085 | 1,18 | 4 093 | 1,21 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 4 523 | 226 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 14 156 | 706 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Busey Wealth Management | 50 353 | 0,00 | 2 511 | 0,00 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 15 798 | 787 | ||||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 36 538 | 5,66 | 1 822 | 5,63 | ||||
| 2025-04-14 | 13F | CJM Wealth Advisers, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7 243 | −66,53 | 361 | −66,51 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 4 042 | 297,44 | 202 | 302,00 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 2 729 | 79,07 | 136 | 81,33 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1 000 | 50 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 12 415 | −20,03 | 619 | −20,03 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5 070 | 0,00 | 253 | 0,00 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 286 325 | 8,69 | 14 278 | 8,71 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 21 030 | 0,00 | 1 049 | 0,00 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 9 511 | 474 | ||||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 16 276 | 1,21 | 812 | 1,25 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 10 453 | 0,00 | 521 | 0,00 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 5 166 | 1,21 | 258 | 1,18 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2 034 | 0,00 | 101 | 0,00 | ||||
| 2025-08-14 | 13F | Kitching Partners, Llc | 206 287 | 6,51 | 10 286 | 6,54 | ||||
| 2025-05-15 | 13F | Intrepid Family Office Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | GSG Advisors LLC | 7 768 | 0,47 | 387 | 1,04 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 14 471 | 14,79 | 722 | 14,81 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 113 539 | 5,86 | 5 662 | 5,89 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 304 681 | 0,64 | 15 165 | 0,67 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 5 330 | 0,00 | 266 | 0,00 | ||||
| 2025-05-08 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-17 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 10 191 | 0,00 | 508 | 0,00 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 51 948 | 26,49 | 2 590 | 26,53 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 13 386 | −14,08 | 667 | −14,05 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 51 449 | 2,67 | 2 566 | 2,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 92 545 | −7,94 | 5 | −20,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 21 748 273 | 11,30 | 1 084 478 | 11,32 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 426 555 | 0,16 | 21 270 | 0,18 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 23 445 | 0,00 | 1 169 | 0,43 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 7 195 | −4,00 | 359 | −4,02 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 182 | −73,05 | 209 | −73,02 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 6 065 | 30,46 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 100 | 0,00 | 304 | 0,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16 881 | 0,20 | 842 | 0,24 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 11 546 | 0,00 | 576 | 0,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 426 | 0,00 | 21 | 0,00 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 9 733 | 2,51 | 485 | 2,75 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 199 397 | −26,52 | 9 943 | −26,51 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 1 601 | 0,00 | 80 | 0,00 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 24 324 | −1,47 | 1 213 | −1,46 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 18 738 | 934 | ||||||
| 2025-08-06 | 13F | SP Asset Management LLC | 73 820 | −0,13 | 3 681 | −0,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 176 621 | 43,86 | 8 807 | 43,91 | ||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 570 979 | −3,89 | 28 395 | −4,13 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 44 807 | 38,35 | 2 234 | 38,41 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 5 469 | 0,00 | 273 | 0,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 13 985 | 0,00 | 697 | 0,00 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 25 280 | −0,00 | 1 261 | 0,00 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4 164 | −10,72 | 208 | −10,78 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 12 717 | −0,04 | 634 | 0,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 7 764 | −0,15 | 387 | 0,00 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 27 391 | 7,44 | 1 366 | 7,40 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 21 881 | 1 091 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 29 893 | 77,01 | 1 491 | 77,17 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 35 315 | 0,00 | 1 752 | 0,00 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 38 127 | 11,49 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 14 600 | −73,26 | 728 | −73,25 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 45 600 | 0,00 | 2 274 | 0,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 174 327 | −0,55 | 8 693 | −0,54 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 63 521 | −1,47 | 3 167 | −1,43 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 11 200 | −9,68 | 558 | −9,71 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 86 959 | 1,04 | 4 336 | 1,07 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 288 | −60,66 | 14 | −61,11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 306 | 0,00 | 15 | 0,00 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 5 565 | 0,25 | 278 | 0,36 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 2 819 | 0,00 | 141 | 0,00 | ||||
| 2025-07-09 | 13F | Hummer Financial Advisory Services Inc | 4 200 | 0,00 | 209 | 0,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 4 726 | 236 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 33 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 201 | 4,65 | 1 506 | 4,66 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 69 090 | 3 445 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 10 499 | −14,73 | 524 | −14,68 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11 683 | −33,51 | 583 | −33,49 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 71 485 | 5,24 | 3 560 | 5,55 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 182 076 | 9,10 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4 859 | −36,41 | 242 | −36,32 |
