Grundläggande statistik
| Institutionella ägare | 895 total, 894 long only, 0 short only, 1 long/short - change of 2,39% MRQ |
| Genomsnittlig portföljallokering | 0.5317 % - change of −2,92% MRQ |
| Institutionella aktier (lång) | 49 276 359 (ex 13D/G) - change of −1,36MM shares −2,69% MRQ |
| Institutionellt värde (lång) | $ 9 008 777 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Extended Market ETF (US:VXF) har 895 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 49,276,359 aktier. Största aktieägare inkluderar Morgan Stanley, Wealthfront Advisers Llc, Envestnet Asset Management Inc, Bank Of America Corp /de/, Wealthspire Advisors, LLC, Vanguard Group Inc, Fifth Third Bancorp, Assetmark, Inc, Us Bancorp \de\, and LPL Financial LLC .
Vanguard Index Funds - Vanguard Extended Market ETF (ARCA:VXF) 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 19, 2025 is 212,09 / share. Previously, on September 20, 2024, the share price was 181,71 / share. This represents an increase of 16,72% 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.
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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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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 20 100 | −0,98 | 3 874 | 10,78 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 536 | 26,12 | 103 | 41,10 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 245 | 0,00 | 47 | 11,90 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2 000 | 0,00 | 385 | 11,92 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 265 | 0,00 | 51 | 13,33 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 12 408 | 10,86 | 2 389 | 23,98 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4 812 | −10,61 | 927 | 0,00 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 6 254 | −8,58 | 1 205 | 2,29 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 146 | 0,00 | 28 | 12,00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 1 774 | 0,00 | 343 | 22,50 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 18 617 | −0,09 | 3 588 | 11,78 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 7 283 | 58,43 | 1 404 | 77,37 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | 0 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2 207 | −6,05 | 425 | 5,20 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 16 293 | −3,64 | 3 140 | 7,80 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 6 768 | −16,54 | 1 304 | −6,59 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 243 904 | 3,63 | 239 713 | 15,93 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 2 721 | −5,75 | 469 | −17,75 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 1 092 | −40,75 | 210 | −33,75 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 8 084 | 33,93 | 1 558 | 49,86 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 6 107 | 1,09 | 1 177 | 13,08 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 394 | 0,00 | 76 | 11,94 | ||||
| 2025-08-01 | 13F | Motco | 262 | 0,00 | 52 | 13,33 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4 030 | −56,43 | 777 | −51,35 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 1 652 | −19,30 | 318 | −10,67 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 45 386 | −0,86 | 8 746 | 10,91 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 17 | 0,00 | 3 | 50,00 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 66 666 | −2,34 | 12 847 | 9,25 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4 258 | 821 | ||||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 5 302 | −0,51 | 1 022 | 11,22 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 626 749 | 9,41 | 125 481 | 27,16 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 95 441 | 46,56 | 18 393 | 63,97 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 51 988 | 3,96 | 10 019 | 16,30 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2 308 | 0,00 | 445 | 11,84 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 192 | 0,00 | 37 | 12,12 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 943 | −18,14 | 186 | −7,04 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 300 | 0,00 | 58 | 11,76 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 3 102 | 48,14 | 598 | 65,83 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 451 | −3,01 | 87 | 7,50 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 6 | 0,00 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 51 085 | 42,43 | 9 845 | 59,34 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 425 | 0,00 | 82 | 10,96 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 556 928 | −5,04 | 106 774 | 5,25 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 122 | 0,00 | 24 | 9,52 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 8 594 | 1 656 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 090 | 210 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1 127 | 217 | ||||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 6 629 | 0,05 | 1 278 | 11,92 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 101 232 | 4,73 | 19 508 | 17,17 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 169 960 | 4,50 | 32 753 | 16,91 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 1 680 | 324 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 420 323 | 5,78 | 81 000 | 18,34 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 146 474 | 11,08 | 28 227 | 24,27 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11 670 | −3,22 | 2 249 | 8,23 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 15 049 | 391,16 | 2 900 | 450,28 | ||||
| 2025-08-14 | 13F | London Co Of Virginia | 468 | −58,80 | 90 | −53,85 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 5 560 | −0,07 | 1 071 | 11,80 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 33 358 | 6,21 | 6 428 | 18,82 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 2 229 | 22,27 | 430 | 36,62 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 1 909 | −18,28 | 368 | −8,71 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Washington Trust Bank | 5 526 | 0,00 | 1 065 | 11,88 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 282 | −13,40 | 1 018 | −3,14 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 4 532 | 12,68 | 873 | 26,16 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1 598 | −6,17 | 308 | 4,78 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-29 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 150 | 0,00 | 29 | 12,00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 64 | 12 | ||||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 2 010 | 0,00 | 387 | 11,85 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 222 | 26,90 | 236 | 42,42 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 48 429 | 3,46 | 9 333 | 15,74 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1 566 | 1,69 | 302 | 13,58 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 714 574 | −0,31 | 137 706 | 11,52 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 1 279 | 1,99 | 246 | 14,42 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 1 044 | 205 | ||||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 34 210 | 176,00 | 6 593 | 208,76 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 73 719 | −0,41 | 14 206 | 11,42 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 85 929 | 14,91 | 17 | 33,33 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 30 138 | −36,59 | 5 808 | −29,06 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 6 390 | −1,77 | 1 231 | 9,91 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 39 | 8 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 292 | 0,00 | 56 | 12,00 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 1 377 | −14,84 | 265 | −4,68 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3 388 | 124,07 | 653 | 150,77 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 44 410 | 3,17 | 8 558 | 15,43 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 4 840 | 0,19 | 933 | 12,02 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 76 | 0,00 | 15 | 7,69 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 57 678 | −1,47 | 11 115 | 10,24 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 11 | 10,00 | 2 | 100,00 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 17 359 | −1,15 | 3 345 | 10,58 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 37 994 | 2,21 | 7 322 | 14,34 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 686 998 | −9,06 | 132 391 | 1,74 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 337 | 0,00 | 65 | 12,07 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 13 876 | −11,08 | 2 674 | −0,52 | ||||
| 2025-05-20 | 13F | Jupiter Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 12 715 | 0,00 | 2 450 | 11,87 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 1 650 | 318 | ||||||
| 2025-05-12 | 13F | Owen LaRue, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 190 872 | −2,26 | 37 | 9,09 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 7 374 | −40,78 | 1 421 | −33,72 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 152 | 0,00 | 29 | 11,54 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 1 357 | 262 | ||||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 1 623 | 0,06 | 313 | 11,83 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 14 177 | −13,17 | 2 732 | −2,84 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1 378 | 0,00 | 266 | 11,81 | ||||
| 2025-04-10 | 13F | Park Edge Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 5 069 | 16,50 | 977 | 30,31 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 285 661 | −1,43 | 55 050 | 10,28 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 1 560 | 301 | ||||||
| 2025-08-26 | NP | UPAR - UPAR Ultra Risk Parity ETF | 9 592 | −20,19 | 1 848 | −10,72 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 6 510 | 1 255 | ||||||
| 2025-08-15 | 13F | Truefg, Llc | 2 345 | 7,18 | 452 | 19,95 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 17 465 | −13,29 | 3 366 | −3,00 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 5 073 | −0,96 | 978 | 10,77 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3 797 | 0,00 | 732 | 11,77 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 5 485 | −46,21 | 1 057 | −39,84 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 38 041 | 58,68 | 7 331 | 77,52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8 770 | 85,88 | 1 690 | 108,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 45 028 | −0,65 | 8 677 | 11,14 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 4 447 | −6,42 | 857 | 4,65 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 35 187 | 17,93 | 6 781 | 34,65 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 74 | −1,33 | 14 | 16,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 050 | −0,27 | 3 093 | 11,58 | ||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 3 436 | −49,72 | 662 | −43,76 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 12 493 | 17,28 | 2 | 100,00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 4 839 | 933 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1 781 | 50,93 | 343 | 68,97 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6 410 | 5,15 | 1 235 | 17,62 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 275 | 0,00 | 53 | 10,64 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 11 349 | 0,34 | 2 187 | 12,27 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2 504 | −1,07 | 459 | 12,22 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 37 499 | −2,37 | 7 226 | 9,22 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3 257 | −0,34 | 628 | 11,57 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 6 150 | 0,00 | 1 185 | 10,75 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 4 477 | −40,72 | 851 | −34,54 | ||||
| 2025-05-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 533 | 0,00 | 103 | 12,09 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 7 849 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 6 319 | 1,38 | 1 218 | 13,42 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 100 | 19 | ||||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 11 413 | −0,47 | 2 199 | 11,34 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 12 318 | −0,19 | 2 374 | 11,62 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1 428 | 10,96 | 275 | 24,43 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 113 742 | 102,05 | 21 919 | 126,04 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 2 606 | 0,27 | 502 | 12,30 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 32 714 | 6,75 | 6 304 | 19,44 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 493 | 95 | ||||||
| 2025-04-14 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2 726 | −0,33 | 525 | 11,46 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4 006 | 44,00 | 772 | 60,96 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 193 | 0,00 | 37 | 12,12 | ||||
| 2025-04-30 | 13F | Greenleaf Trust | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 98 | 0,00 | 19 | 12,50 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4 644 | 2,29 | 895 | 14,32 | ||||
| 2025-04-21 | 13F | Friedenthal Financial | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Syntax Research, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 10 931 | 0,57 | 2 149 | 11,58 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 149 711 | 1,04 | 28 851 | 13,04 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 77 856 | 10,11 | 15 | 25,00 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 900 | 0,00 | 173 | 11,61 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4 300 | 0,05 | 829 | 11,89 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 66 197 | −2,73 | 12 994 | 23,86 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 5 303 | 12,49 | 1 022 | 25,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 327 878 | −3,85 | 63 191 | 7,39 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 72 439 | −14,50 | 13 960 | −4,36 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 5 862 | −20,98 | 1 130 | −11,59 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 105 271 | −1,89 | 20 287 | 9,76 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 22 750 | 12,89 | 4 390 | 26,45 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 508 | 98 | ||||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21 653 | 21,75 | 3 730 | 10,42 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 16 500 | −1,21 | 3 180 | 10,50 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 715 | 2,03 | 716 | 14,04 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3 201 | −43,36 | 617 | −36,69 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 15 | 3 | ||||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 365 | 0,00 | 70 | 12,90 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 31 560 | −36,63 | 6 082 | −29,11 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6 629 | −2,74 | 1 278 | 8,86 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 2 201 | 0,00 | 424 | 11,87 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 1 711 | −0,35 | 330 | 11,53 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 7 002 | −18,46 | 1 385 | −7,98 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 1 515 | 0,00 | 292 | 11,92 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 1 190 | 0,25 | 229 | 12,25 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 5 519 | −0,31 | 1 079 | 17,67 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2 364 | −0,04 | 456 | 11,79 | ||||
| 2025-07-17 | 13F | City Holding Co | 180 | 0,00 | 35 | 9,68 | ||||
| 2025-05-08 | 13F | SP Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 48 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 15 837 | 1,18 | 3 052 | 13,17 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 30 911 | 17,62 | 5 957 | 31,57 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 2 813 | 0,00 | 542 | 11,98 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 4 335 | 2,80 | 835 | 15,01 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 270 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 5 950 | 0,00 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 11 194 | 0,00 | 2 157 | 11,88 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 62 | 12 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 189 794 | 31,78 | 36 388 | 46,06 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4 294 | 29,77 | 740 | 17,68 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 881 813 | 2,24 | 169 935 | 14,37 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 12 826 | 0,00 | 2 472 | 11,86 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 3 997 | 770 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 235 | 0,02 | 816 | 11,93 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 6 412 | 7,37 | 1 268 | 32,12 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 180 443 | −24,67 | 34 773 | −15,73 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 1 755 | 0,00 | 338 | 11,92 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 437 | 0,00 | 84 | 12,00 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 1 370 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 3 406 | 0,00 | 656 | 11,95 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 86 | 17 | ||||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 11 870 | 0,00 | 2 287 | 11,89 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2 493 | 4,57 | 480 | 17,07 | ||||
| 2025-08-11 | 13F | ARS Investment Partners, LLC | 2 975 | 0,00 | 573 | 1,42 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 186 | 36 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 1 081 | 208 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 426 | −32,91 | 84 | −20,95 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 2 000 | 0,00 | 385 | 11,92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 988 209 | 4,11 | 190 438 | 16,47 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 123 | 0,00 | 24 | 9,52 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 205 | 17,14 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 6 567 | 0,00 | 1 266 | 11,85 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 2 752 | 0,26 | 530 | 12,29 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 8 295 | −2,99 | 1 599 | 8,49 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 033 | −2,73 | 199 | 9,34 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 577 387 | 1,10 | 111 268 | 13,11 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3 655 410 | 1,19 | 704 434 | 13,20 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 334 522 | 105,26 | 61 133 | 117,76 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 90 | −37,50 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 77 099 | −6,29 | 14 858 | 4,83 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 1 256 | 0,00 | 242 | 13,08 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 9 592 | −20,19 | 1 848 | −10,72 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 76 200 | −3,78 | 14 684 | 7,65 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 2 014 | 27,15 | 388 | 42,65 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 44 982 | −0,72 | 8 668 | 11,07 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 9 713 | −0,40 | 1 872 | 11,44 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 5 | −96,15 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 14 | 0,00 | 3 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 953 | −3,94 | 376 | 7,43 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 265 596 | 3,91 | 51 183 | 16,25 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 15 192 | −5,97 | 2 928 | 5,17 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 19 970 | −0,15 | 3 848 | 11,73 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 1 039 | −13,56 | 200 | −3,38 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 106 254 | 11,33 | 20 | 25,00 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 6 317 | −9,19 | 1 217 | 1,59 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 39 141 | 17,84 | 7 543 | 31,83 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 8 889 | −13,50 | 1 713 | −3,28 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 10 062 | −3,27 | 1 939 | 8,26 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 413 | 0,00 | 80 | 11,27 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 1 264 | −3,14 | 244 | 8,48 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 2 154 | −6,06 | 415 | 5,33 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3 944 | −24,07 | 760 | −14,99 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 60 730 | −13,42 | 11 703 | −3,14 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 675 | 0,00 | 130 | 12,07 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 105 | 0,00 | 20 | 11,11 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 1 269 | 0,32 | 244 | 12,44 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 74 683 | −0,65 | 14 392 | 11,14 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 060 | 8,08 | 397 | 20,73 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 868 | 1,96 | 553 | 14,05 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 6 722 | −11,38 | 1 295 | −0,84 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 12 195 | 0,00 | 2 350 | 11,90 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9 673 | 14,91 | 1 864 | 28,55 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 36 | 0,00 | 7 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 21 167 | −7,04 | 4 079 | 3,45 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 6 068 | 7,63 | 1 169 | 20,39 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 400 | 0,00 | 0 | |||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 3 247 | −2,02 | 626 | 9,65 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6 867 | −61,86 | 1 323 | −57,34 | ||||
| 2025-08-08 | 13F | Creative Planning | 481 857 | 0,53 | 92 859 | 12,47 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 1 298 | 0,23 | 250 | 12,11 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2 326 | 1,57 | 448 | 13,71 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 3 701 | −9,02 | 713 | 1,86 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 8 930 | 0,61 | 1 721 | 12,57 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 248 278 | −6,56 | 47 846 | 4,54 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 1 591 | 0,00 | 307 | 11,68 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 394 037 | −70,02 | 75 935 | −66,47 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 525 | 12,66 | 101 | 26,25 | ||||
| 2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 8 727 | 0,00 | 1 503 | 0,00 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 18 217 | −3,08 | 3 511 | 8,43 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 4 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 26 857 | 2,81 | 5 176 | 15,03 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 292 | −2,18 | 1 020 | 9,56 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 871 | 39,00 | 361 | 55,84 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 29 831 | 85,09 | 5 749 | 107,06 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 56 223 | −3,19 | 11 104 | 10,99 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 989 | 0,00 | 196 | 14,71 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 2 261 | 6,40 | 436 | 18,85 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 2 779 | 0,22 | 536 | 12,16 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4 397 | −42,11 | 847 | −35,24 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53 364 | 4,19 | 10 284 | 16,56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 26 084 | −66,08 | 5 027 | −62,06 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 320 | 0,00 | 62 | 10,91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 7 500 | −29,25 | 1 445 | −20,82 | |||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 1 400 | −56,25 | 270 | −51,18 | |||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 5 035 | −15,12 | 970 | −5,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20 624 | −4,75 | 3 974 | 6,54 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 1 444 | 11,59 | 278 | 25,23 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1 691 | −4,41 | 326 | 6,91 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 391 | 0,00 | 268 | 12,13 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 1 453 | 1,32 | 280 | 13,36 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 1 168 | 0,00 | 225 | 11,94 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 1 886 | 0,11 | 364 | 12,04 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 24 007 | −1,29 | 4 626 | 10,43 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 2 727 | 0,00 | 526 | 11,94 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 025 | 111,60 | 1 354 | 136,95 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 14 547 | −6,95 | 2 803 | 4,12 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 1 475 | 1,79 | 284 | 14,06 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 231 | 0,00 | 44 | 12,82 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 12 944 | 0,00 | 2 494 | 1,42 | ||||
| 2025-04-28 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Plancorp, LLC | 42 479 | 6,88 | 8 186 | 19,57 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4 145 | −1,31 | 799 | 10,37 | ||||
| 2025-07-17 | 13F | KWB Wealth | 9 214 | 1,39 | 1 587 | −8,05 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 090 | 27,04 | 210 | 42,86 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3 886 | 0,28 | 749 | 12,14 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 19 | −68,33 | 4 | −72,73 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 1 775 | 0,00 | 342 | 12,13 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 333 | 0,00 | 450 | 11,97 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 3 380 | 10,89 | 651 | 24,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 034 | 261,28 | 392 | 307,29 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 230 | −38,67 | 44 | −31,25 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 937 | 3,03 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 466 235 | 7,61 | 89 848 | 20,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 268 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 61 805 | 1,96 | 11 910 | 14,07 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 619 | −2,82 | 312 | 8,33 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 6 259 | −5,17 | 1 206 | 6,16 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 226 | 0,00 | 236 | 11,85 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 1 360 | 6,25 | 262 | 19,09 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 233 081 | 4,28 | 237 627 | 16,66 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 1 273 342 | 17,56 | 245 385 | 31,52 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 300 | 0,00 | 58 | 11,76 | ||||
| 2025-05-15 | 13F | Tolleson Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Boston Partners | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 8 622 | −0,08 | 1 661 | 16,40 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 1 061 | 204 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1 240 | 3,51 | 239 | 15,53 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 706 040 | 1,81 | 328 771 | 13,90 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 1 365 | 0,00 | 263 | 11,44 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 3 536 | 6,19 | 681 | 16,81 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 25 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4 746 | −15,69 | 914 | −5,68 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 39 848 | 0,32 | 7 679 | 12,23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 270 715 | 1,89 | 52 169 | 13,98 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 1 713 | −1,10 | 330 | 10,74 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 3 046 | −0,33 | 525 | −9,66 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 1 606 | 0,00 | 309 | 11,96 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 8 352 | 0,24 | 1 609 | 12,13 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 49 107 | −0,66 | 9 463 | 11,15 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 1 352 | 260 | ||||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 900 | 0,00 | 173 | 11,61 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 3 434 | 6,38 | 662 | 18,88 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2 616 | −0,49 | 1 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 91 603 | 2,49 | 17 653 | 14,66 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 268 | 100,00 | 52 | 121,74 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 2 512 | 25,35 | 484 | 40,29 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 153 | 0,00 | 29 | 11,54 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 28 653 | −8,89 | 5 522 | 1,92 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 6 772 | 42,90 | 1 305 | 59,93 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 6 583 | 0,00 | 1 269 | 11,92 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 5 996 | −0,78 | 1 155 | 11,06 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 65 616 | 5,45 | 13 | 20,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 119 012 | 1,49 | 23 657 | 17,11 | ||||
| 2025-07-16 | 13F | American National Bank | 276 | 0,00 | 53 | 12,77 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 1 725 | 0,00 | 334 | 25,66 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 55 247 | −30,74 | 10 647 | −22,52 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 1 620 | 0,00 | 312 | 11,83 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 13 964 | 23,32 | 3 | 100,00 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 21 281 | −0,05 | 4 101 | 11,84 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1 151 | 0,00 | 222 | 11,62 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 1 740 | 0,00 | 335 | 12,04 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 4 207 | 0,00 | 811 | 11,88 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 748 054 | −12,87 | 144 157 | −2,53 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 1 510 | 292 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 95 | 18 | ||||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 1 692 | 0,00 | 326 | 12,03 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 66 907 | 8,14 | 12 894 | 20,98 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 4 001 | −0,10 | 771 | 11,90 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 18 408 | −27,49 | 3 547 | −26,46 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 2 266 | 0,27 | 437 | 12,08 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 7 310 | 0,25 | 1 409 | 16,56 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 374 574 | 1,56 | 72 184 | 13,62 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13 693 | 11,66 | 2 639 | 24,91 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 58 852 | −38,85 | 11 342 | −31,59 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 1 189 | 0,00 | 229 | 12,25 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 1 622 | 8,57 | 313 | 21,40 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 3 143 | −2,99 | 606 | 8,42 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 131 389 | 3,35 | 25 320 | 15,63 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 5 310 | 0,00 | 915 | −9,33 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 1 953 | 0,05 | 376 | 11,90 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23 898 | −1,69 | 4 605 | 9,98 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 11 486 | −5,90 | 2 214 | 5,28 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 079 | 208 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 084 | −3,47 | 787 | 8,10 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9 236 | 30,73 | 1 780 | 46,18 | ||||
| 2025-04-16 | 13F | Bnc Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 7 329 | 490,57 | 1 | |||||
| 2025-07-02 | 13F | Marotta Asset Management | 1 085 | 209 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 17 155 | 1,63 | 3 306 | 13,73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 34 815 | −18,51 | 6 709 | −8,83 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 591 032 | 43,80 | 113 898 | 60,87 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 1 155 | −32,89 | 223 | −25,00 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 3 493 | 0,00 | 673 | 11,98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 11 716 | 23,55 | 2 258 | 38,21 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1 371 | 0 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 1 131 | 218 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 4 260 | −6,89 | 821 | 4,06 | ||||
| 2025-07-18 | 13F | Eagle Capital Management, LLC | 26 806 | 2,54 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 217 269 | −2,25 | 41 655 | 8,34 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 1 033 | 204 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 332 | 64 | ||||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 1 333 | 0,00 | 258 | 19,44 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 74 094 | 8,73 | 14 279 | 21,63 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 2 903 | 0,00 | 559 | 11,80 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 4 002 | −2,70 | 771 | 8,90 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 1 416 | −8,82 | 273 | 1,87 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 240 790 | 22,12 | 46 403 | 36,62 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 2 125 | 0,00 | 410 | 11,75 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 1 558 | 0,00 | 300 | 11,94 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 51 415 | 1,19 | 9 908 | 13,21 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 1 397 | 6,97 | 269 | 20,09 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3 621 | 2,58 | 698 | 14,64 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 4 | 1 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 19 358 | 22,26 | 3 731 | 36,78 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 188 | −36,70 | 36 | −29,41 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 41 027 | 34,60 | 7 906 | 50,59 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 174 | 0,00 | 34 | 13,79 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1 906 | 0,00 | 367 | 11,89 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1 404 | 0,00 | 271 | 12,03 | ||||
| 2025-05-13 | 13F | Cambiar Investors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 2 093 | 0,29 | 413 | 14,76 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 2 980 | 0,00 | 574 | 11,89 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 20 648 | 8,90 | 3 979 | 21,83 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 24 851 | −53,60 | 4 789 | −48,09 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3 849 | 0,00 | 742 | 11,76 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 1 372 | 0,00 | 264 | 11,86 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 871 | 10,25 | 168 | 22,79 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 266 | 0,38 | 51 | 13,33 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 7 | 0,00 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 672 | 7,61 | 515 | 4,05 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 18 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 1 049 | 202 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-28 | NP | GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares | 16 628 | −2,09 | 3 204 | 9,54 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 1 051 | 203 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 2 022 | 12,83 | 390 | 26,30 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 2 608 | −10,87 | 503 | −0,40 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 132 821 | −1,67 | 25 596 | 10,00 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 103 018 | 13,51 | 19 853 | 26,99 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 12 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 682 | 4,86 | 325 | 17,39 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 310 490 | −35,34 | 60 | −28,05 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 236 | 85,83 | 45 | 114,29 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 2 725 | 31,26 | 525 | 47,06 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 943 | 0,00 | 182 | 11,73 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 206 | 0,17 | 232 | 12,08 | ||||
| 2025-07-31 | 13F | City State Bank | 146 | 0,00 | 28 | 12,00 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7 500 | 0,00 | 1 445 | 11,93 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1 859 | 0,00 | 358 | 11,88 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 2 770 | 76,43 | 534 | 97,41 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 17 329 | 0,28 | 3 340 | 12,20 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 1 397 | 6,97 | 269 | 20,09 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 441 | 0,00 | 85 | 12,00 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 1 485 | 0,00 | 286 | 12,16 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 11 948 | 38,24 | 2 302 | 54,70 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 139 | 27 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 9 741 | 1,51 | 1 877 | 13,55 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 51 | −62,77 | 10 | −60,87 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 56 008 | −49,49 | 10 793 | −43,50 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 628 860 | 2,89 | 313 897 | 15,11 | ||||
| 2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 424 893 | 0,17 | 82 | 10,96 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 7 | 0,00 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 4 523 | 0,00 | 872 | 11,81 | ||||
| 2025-08-14 | 13F | Betterment LLC | 12 836 | 13,95 | 2 | 100,00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 2 588 | 0,04 | 499 | 11,91 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 20 249 | 0,10 | 3 902 | 12,00 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 149 179 | −23,86 | 28 748 | −14,99 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5 276 | 17,90 | 1 017 | 31,95 | ||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 27 282 | 0,86 | 5 257 | 12,84 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 1 108 | 214 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 502 | 1,18 | 1 060 | 13,25 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 4 482 | 0,00 | 864 | 11,79 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1 256 | −1,34 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 263 | 0,00 | 51 | 11,11 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5 801 | −1,07 | 1 118 | 10,59 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 166 | −2,92 | 32 | 6,90 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 1 572 | 7,82 | 303 | 20,32 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 7 285 | 7,81 | 1 404 | 20,64 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 85 498 | 6,59 | 16 476 | 36,55 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 24 237 | −8,41 | 4 671 | 2,46 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 1 612 | 18,36 | 311 | 32,48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 57 348 | −3,14 | 11 | 10,00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 9 412 | 89,57 | 2 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 10 103 | 2,21 | 1 947 | 14,39 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 50 | 0,00 | 10 | 12,50 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 733 | 2,70 | 719 | 14,86 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 1 134 | 219 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 000 | 0,00 | 964 | 11,85 | |||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1 051 | 202 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 12 854 | −3,41 | 2 542 | 18,85 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 226 145 | −8,12 | 43 579 | 2,79 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2 304 | 21,58 | 444 | 36,20 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 106 100 | 20 447 | ||||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 178 | −2,89 | 227 | 10,19 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3 077 | 27,78 | 593 | 43,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 38 781 | 178,72 | 7 473 | 216,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 1 043 | 201 | ||||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 125 860 | −7,58 | 24 254 | 3,40 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 1 900 | 0,00 | 366 | 11,93 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 4 307 | 830 | ||||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 26 484 | 2,88 | 5 104 | 15,09 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 15 961 | 0,00 | 3 076 | 11,86 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 1 700 | 0,00 | 328 | 11,99 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 445 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | F/M Investments LLC | 4 878 | 2,74 | 940 | 15,06 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5 706 | 11,66 | 1 100 | 109 800,00 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 6 347 | −2,29 | 1 223 | 9,39 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 2 122 | 0,00 | 409 | 11,78 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 715 964 | −2,48 | 137 973 | 9,09 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 21 544 | 0,00 | 4 152 | 11,86 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 3 318 | 0,00 | 639 | 11,91 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 002 | 7,97 | 192 | 20,13 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 176 | 0,00 | 34 | 10,00 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6 213 | 1 197 | ||||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 1 759 | 0,29 | 339 | 4,00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 707 882 | 5,50 | 136 414 | 18,02 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 41 388 | −3,52 | 7 976 | 7,93 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1 411 | −4,47 | 272 | 6,69 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 22 345 | −33,47 | 4 306 | −25,58 | ||||
| 2025-05-06 | 13F | USAdvisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8 681 | 15,96 | 1 673 | 29,79 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 436 | 8,03 | 470 | 20,88 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 657 | −82,48 | 0 | |||||
| 2025-08-12 | 13F | Farmers National Bank | 1 167 | −1,77 | 225 | 9,80 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 19 324 | 0,00 | 3 724 | 11,87 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 367 | 0,00 | 71 | 11,11 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 639 | 0,00 | 316 | 11,70 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 263 | 0,00 | 51 | 11,11 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 70 477 | 12,68 | 14 | 30,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 999 | −2,40 | 963 | 9,18 | ||||
| 2025-08-04 | 13F | Balentine LLC | 15 375 | 0,00 | 2 963 | 11,86 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 1 629 | 551,60 | 314 | 565,96 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 200 037 | 7,41 | 38 549 | 20,16 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 3 482 | −4,00 | 671 | 7,53 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 2 698 | 3,06 | 520 | 15,30 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 423 | 126,43 | 1 | |||||
| 2025-07-18 | 13F | BSW Wealth Partners | 2 410 | −13,28 | 464 | −2,93 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 200 | 0,00 | 39 | 8,57 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 1 738 | 18,39 | 335 | 32,54 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2 299 | 0,04 | 443 | 11,90 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 113 577 | 7,49 | 21 887 | 20,25 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17 428 | 2,57 | 3 359 | 14,76 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 1 700 | −19,05 | 328 | −9,42 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 1 292 | 0,00 | 249 | 11,71 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 3 778 | 0,00 | 743 | 14,15 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 1 051 | 203 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 18 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11 216 | 2 161 | ||||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2 267 | −5,62 | 437 | 5,57 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 1 850 | −35,43 | 357 | −27,79 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 732 | 1,61 | 723 | 13,52 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3 124 | −1,58 | 602 | 10,26 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 163 | −15,91 | 224 | −5,88 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1 058 | −9,42 | 204 | 1,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22 060 | −2,85 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 3 062 | 3,38 | 590 | 15,69 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 174 | −21,62 | 34 | −13,16 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 44 828 | 0,98 | 8 639 | 12,97 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 8 | 0,00 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1 725 | −2,10 | 333 | 9,57 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 68 085 | −7,49 | 13 121 | 3,49 | ||||
| 2025-08-08 | 13F | King Wealth | 2 952 | 0,20 | 1 | |||||
| 2025-08-11 | 13F | Goodman Financial Corp | 1 403 | −0,71 | 270 | 11,11 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 39 345 | −3,29 | 7 582 | 8,21 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 781 | −8,32 | 1 | |||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4 085 | 2,51 | 787 | 14,72 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 1 390 | 8,17 | 268 | 20,81 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 6 000 | 0,00 | 1 156 | 11,91 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 77 457 | 2,47 | 14 927 | 14,63 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7 510 | −59,32 | 1 447 | −54,48 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Bearing Point Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 141 | 0,00 | 27 | 12,50 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 502 | −11,07 | 298 | 9,59 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 3 944 | 3,95 | 760 | 16,39 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 074 | −17,00 | 207 | −7,21 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | TFC Financial Management | 9 897 | 0,07 | 1 907 | 11,98 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 37 690 | 4,23 | 7 263 | 16,60 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 4 807 | −0,21 | 926 | 11,70 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 83 039 | 30,60 | 16 002 | 46,10 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 73 | 0,00 | 14 | 16,67 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 13 131 | 9,22 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 1 194 | 0,00 | 230 | 12,20 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2 314 | 1,85 | 446 | 13,81 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 16 638 | −2,42 | 3 206 | 9,16 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 25 808 | −7,58 | 4 973 | 3,39 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 1 392 | 0,00 | 268 | 1,52 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Nepc Llc | 456 356 | 3,43 | 87 944 | 15,71 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 1 687 | 0,00 | 325 | 12,07 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 1 564 | −12,58 | 301 | −2,27 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 366 | 71 | ||||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 3 535 | 0,00 | 681 | 12,01 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 18 411 | −16,58 | 3 548 | −6,66 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 13 982 | 27,63 | 2 694 | 42,77 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 494 | −10,18 | 96 | 0,00 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 1 615 | 16,78 | 311 | 18,70 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 54 | 0,00 | 10 | 11,11 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 793 | 0,25 | 538 | 12,32 | ||||
| 2025-04-11 | 13F | First City Capital Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 3 978 | 0,00 | 767 | 11,82 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 578 | −4,54 | 0 | |||||
| 2025-05-13 | 13F | Adviser Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Choate Investment Advisors | 7 098 | 201,27 | 1 368 | 237,53 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 758 | 77,52 | 3 615 | 4 850,68 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 1 295 | 0,00 | 251 | 12,11 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 12 440 | −7,99 | 2 397 | 2,92 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 224 716 | 131,09 | 43 | 126,32 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 1 645 | −1,38 | 317 | 10,45 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 31 714 | −1,70 | 6 112 | 9,97 | ||||
| 2025-08-05 | 13F | Connable Office Inc | 5 178 | −3,56 | 998 | 7,90 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 508 | 0,00 | 291 | 11,97 | ||||
| 2025-04-15 | 13F | Fiduciary Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Fire Capital Management LLC | 5 814 | 0,00 | 1 120 | 11,89 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 1 476 | −63,77 | 284 | −59,49 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2 446 | 88,01 | 471 | 110,27 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 22 037 | −6,41 | 4 247 | 4,68 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 5 793 | 57,42 | 1 116 | 76,30 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 45 | 0,00 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 210 | 426 | ||||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 2 501 | 31,49 | 495 | 51,07 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 880 | 0,11 | 170 | 11,92 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 61 360 | −17,64 | 11 825 | −7,86 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 8 320 | 1 603 | ||||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 1 818 | 0,00 | 314 | 0,32 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 970 | 2,82 | 380 | 14,85 | ||||
| 2025-08-14 | 13F | Fmr Llc | 72 514 | −1,04 | 13 974 | 10,71 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 3 359 | −5,11 | 647 | 6,24 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 6 012 | 19,52 | 1 159 | 33,72 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 16 167 | 0,13 | 3 116 | 12,01 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 345 | 57,53 | 66 | 78,38 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 332 | −2,92 | 64 | 8,62 | ||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 2 228 | 0,00 | 429 | 12,01 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 25 872 | −0,89 | 4 986 | 10,88 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 33 900 | −15,41 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 37 | 7 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 4 079 | 0,00 | 786 | 11,97 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 482 588 | 142,63 | 93 000 | 171,44 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 125 | 0,00 | 24 | 14,29 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3 403 | 1 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 020 | 0,00 | 197 | 12,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4 097 | 0,24 | 789 | 12,23 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8 276 | 548,08 | 1 595 | 624,55 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 5 947 | 1,48 | 1 172 | 16,15 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 1 198 | 0,00 | 231 | 11,65 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 1 521 | −37,15 | 293 | −29,57 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 1 433 | 276 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 1 568 | 0,00 | 302 | 11,85 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 3 561 | 0,00 | 686 | 11,91 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 4 080 | −1,90 | 786 | 9,78 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 1 638 | 0,00 | 316 | 11,70 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 826 | 866,14 | 350 | 993,75 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 82 331 | 17,56 | 15 898 | 31,79 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 11 355 | −2,51 | 2 188 | 9,07 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 230 | −6,91 | 815 | 3,69 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Aspiring Ventures, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 1 101 | 212 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 1 527 | 0,00 | 294 | 11,79 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 2 113 | −0,14 | 407 | 11,81 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 151 694 | −4,17 | 29 233 | 7,21 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 1 272 | 0,00 | 245 | 11,87 | ||||
| 2025-08-14 | 13F | Bank of Marin | 4 548 | 876 | ||||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 200 | 0,00 | 39 | 11,76 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 200 | 0,00 | 39 | 11,76 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 197 | 0,00 | 38 | 15,15 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 324 | 7,99 | 641 | 20,75 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 997 673 | −12,23 | 192 262 | −1,81 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 1 487 | 0,00 | 287 | 11,72 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 26 | 0,00 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 533 | 8,11 | 488 | 9,66 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1 105 | 213 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 18 154 | 0,27 | 3 498 | 12,19 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 77 522 | −0,37 | 13 354 | −9,67 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2 300 | 0,00 | 443 | 11,87 | ||||
| 2025-05-15 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3 228 | 2,12 | 622 | 14,15 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 10 910 | 0,00 | 2 102 | 11,87 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 1 720 | −2,66 | 342 | 11,80 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 70 137 | −0,88 | 13 516 | 0,55 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 7 601 | 512,49 | 1 465 | 587,32 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 1 680 | 0,00 | 324 | 11,76 | ||||
| 2025-05-09 | 13F | Thompson Siegel & Walmsley Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17 892 | 45,61 | 3 448 | 62,90 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 1 980 | 0,66 | 382 | 12,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 105 741 | 1,28 | 20 379 | 13,31 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 2 949 | 233,22 | 568 | 273,68 |
Other Listings
| MX:VXF |
