Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) inkluderar Westfield Capital Management Co Lp, Massar Capital Management, LP, Myriad Asset Management US LP, Seldon Capital Lp, Walleye Capital LLC, Glenmede Investment Management, LP, Haven Private, LLC, AlphaCore Capital LLC, Natural Investments, Llc, Kovitz Investment Group Partners, LLC, NewEdge Wealth, LLC, Intergy Private Wealth, LLC, Burns Matteson Capital Management, LLC, Twin Peaks Wealth Advisors, LLC, Fwl Investment Management, Llc, Annis Gardner Whiting Capital Advisors, LLC, WealthCollab, LLC, Tortoise Investment Management, LLC, Traub Capital Management LLC, och Stephens Consulting, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 366 | 6 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 529 444 | 18,88 | 8 000 | 16,18 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 156 951 | 69,55 | 2 372 | 65,69 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 95 | 578,57 | 1 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 69 842 | 1 055 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 146 090 | 21,72 | 2 207 | 26,91 | ||||
| 2025-08-27 | NP | GSIB - Themes Global Systemically Important Banks ETF | 30 437 | 116,97 | 460 | 112,50 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 34 528 | 1,33 | 1 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 170 397 | 53,32 | 2 575 | 49,83 | ||||
| 2025-08-12 | 13F | Westfield Capital Management Co Lp | 541 882 | 8 188 | ||||||
| 2025-08-25 | NP | AADR - AdvisorShares Dorsey Wright ADR ETF | 67 819 | 18,47 | 1 025 | 15,71 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 35 578 | 10,34 | 538 | 7,83 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 6 916 | 697,69 | 105 | 700,00 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 73 962 | 6,66 | 1 118 | 4,20 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 951 | 49,85 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 90 895 | 2,71 | 1 373 | 0,37 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 25 123 | 21,19 | 380 | 18,44 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 35 488 | 94,42 | 536 | 90,07 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 282 078 | 10,37 | 4 262 | 7,87 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 96 208 | 1 454 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 80 | 1 | ||||||
| 2025-08-13 | 13F | Causeway Capital Management Llc | 301 796 | 4 560 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 53 815 | 4,61 | 813 | 2,26 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 505 | 83,54 | 23 | 83,33 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 27 452 | 49,77 | 415 | 46,29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 12 025 | 182 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 53 257 | 155,01 | 813 | 152,48 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 63 217 | 955 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 269 294 | 4 069 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 2 029 | 204,65 | 31 | 200,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 11 313 | 4 973,09 | 171 | 5 566,67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24 242 | 13,14 | 370 | 11,78 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 29 182 | 5,19 | 441 | 2,80 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 28 246 | 3,07 | 427 | 0,71 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 46 140 | 28,20 | 697 | 25,36 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 918 216 | 26,93 | 13 874 | 24,05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 017 709 | 1,39 | 30 488 | −0,90 | ||||
| 2025-08-28 | NP | IDVO - Amplify International Enhanced Dividend Income ETF | 594 283 | 118,64 | 8 980 | 113,68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 108 501 | 12,82 | 1 639 | 17,66 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 61 405 | 8,81 | 928 | 6,31 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 684 069 | 0,45 | 146 326 | −1,82 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 101 046 | 0,55 | 1 527 | −1,74 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 370 368 | 2,41 | 5 596 | 0,09 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 499 | 120,80 | 8 | 133,33 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13 807 | 4,95 | 209 | 2,46 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 242 112 | 85,90 | 3 658 | 81,72 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 42 143 | 14,52 | 637 | 11,97 | ||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 379 185 | 34,29 | 5 729 | 31,25 | ||||
| 2025-08-07 | 13F | Campbell & CO Investment Adviser LLC | 100 790 | 1 523 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 22 465 | 13,55 | 339 | 11,15 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 29 310 | 1,50 | 443 | −0,90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 163 866 | 36,97 | 2 476 | 33,91 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11 127 | 168 | ||||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 253 494 | 37,22 | 3 830 | 34,15 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 10 746 | 162 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 456 | 119,23 | 7 | 100,00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 154 903 | 18,45 | 2 395 | 26,40 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 11 716 | 8,53 | 177 | 6,63 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 25 735 | 0 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 23 | 0 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 16 598 | 12,61 | 251 | |||||
| 2025-08-14 | 13F | Seldon Capital Lp | 92 885 | 1 403 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 107 | 2 | ||||||
| 2025-07-29 | NP | SGLIX - SGI Global Equity Fund Class I Shares | 97 867 | 12,29 | 1 508 | 13,04 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 265 | 4 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32 122 | 315,12 | 485 | 307,56 | ||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 254 666 | 3 848 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 24 020 | 37,78 | 363 | 34,57 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1 677 500 | 16 029,81 | 25 347 | 15 741,88 | |||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 8 896 | 2,12 | 134 | 0,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5 595 165 | 7,83 | 84 543 | 5,39 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1 357 193 | 137,38 | 20 507 | 132,01 | ||||
| 2025-07-23 | 13F | Optas, LLC | 15 823 | 21,62 | 239 | 18,91 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 82 101 | 22,11 | 1 241 | 19,35 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 47 050 | 2,28 | 711 | −0,14 | ||||
| 2025-08-26 | NP | FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 | 73 487 | 24,42 | 1 110 | 21,58 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 16 214 | 11,90 | 245 | 8,93 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 976 618 | 2 625,85 | 14 757 | 2 568,35 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47 606 | 46,48 | 719 | 43,23 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 457 | 2,93 | 7 | 0,00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12 206 | 184 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 57 867 | 15,88 | 875 | 13,36 | ||||
| 2025-08-14 | 13F | Massar Capital Management, LP | 500 000 | 7 555 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 58 132 | 3,26 | 878 | 0,92 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 964 866 | 5,07 | 14 579 | 2,70 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 293 729 | 56,26 | 4 439 | 52,72 | ||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 32 398 | 43,85 | 490 | 40,52 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 064 | 34 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41 206 | 187,05 | 623 | 181,45 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 21 321 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 548 474 | 846,17 | 8 465 | 844,64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 42 300 | 639 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1 557 600 | 23 535 | |||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 14 800 | 3,50 | 224 | 0,90 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 24 221 | 0,60 | 373 | 8,12 | ||||
| 2025-07-25 | 13F | Pzena Investment Management Llc | 24 052 | 8,67 | 363 | 6,14 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 18 318 | 0,69 | 277 | −1,78 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 16 657 | 2,22 | 252 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 753 | 53,11 | 42 | 70,83 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61 153 | 17,24 | 924 | 14,64 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 116 965 | 14,13 | 1 767 | 11,55 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 16 024 | 242 | ||||||
| 2025-07-30 | NP | IAFEX - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund | 328 | 4,79 | 5 | 25,00 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 75 449 | 2,10 | 1 140 | −0,18 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 921 712 | 4,41 | 29 037 | 2,05 | ||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 16 165 | 0,27 | 244 | 5,63 | ||||
| 2025-07-31 | 13F | Caitong International Asset Management Co., Ltd | 590 | 87,90 | 9 | 100,00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 20 072 | 3,77 | 310 | 10,71 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1 217 | 15 112,50 | 18 | −10,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 182 905 | 3,01 | 2 764 | 0,69 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 326 | 5,15 | 50 | 4,17 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 21 475 | 324 | ||||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 151 031 | 4,07 | 2 282 | −0,13 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 226 | 3 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15 912 | 240 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2 070 773 | 26,08 | 31 289 | 23,22 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 24 011 | 56,63 | 363 | 52,74 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 505 871 | 23,56 | 7 644 | 20,76 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 11 854 | 1,72 | 182 | 0,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 190 566 | 0,09 | 17 989 | −2,18 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 239 | 4 | ||||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 70 886 | 2,12 | 1 071 | −0,19 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | 20 507 | 310 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 87 | 1 | ||||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 532 443 | 6,79 | 8 045 | 4,37 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 53 017 | 11,51 | 801 | 8,98 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 62 636 | 41,07 | 946 | 37,90 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 214 | 205,71 | 3 | 200,00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 631 310 | 8,98 | 9 539 | 6,52 | ||||
| 2025-07-29 | NP | GINX - SGI Enhanced Global Income ETF | 30 155 | 12,07 | 465 | 12,90 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 58 268 | 100,00 | 880 | 95,56 | ||||
| 2025-07-16 | 13F | Augustine Asset Management Inc | 265 547 | 2,19 | 4 012 | −0,12 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 252 955 | 58,14 | 3 800 | 48,11 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 260 | 92,59 | 4 | 50,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13 828 | 32,43 | 209 | 32,48 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9 017 | 91,93 | 136 | 88,89 | ||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 48 675 | 735 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 25 673 | 24,24 | 419 | 41,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 471 176 | 10,35 | 7 119 | 7,85 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 751 | 11 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 794 | 12 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22 938 | 67,49 | 347 | 63,98 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7 727 | 176,16 | 117 | 169,77 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 994 | 51,63 | 30 | 50,00 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 10 901 | 4,05 | 169 | 11,26 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 170 | 3 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 858 | 270,69 | 43 | 290,91 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 302 411 | 19,70 | 34 789 | 16,99 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 14 446 | 0 | ||||||
| 2025-07-22 | 13F | Clarius Group, LLC | 12 484 | 23,71 | 189 | 20,51 | ||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 67 819 | 18,47 | 1 025 | 18,66 | ||||
| 2025-08-14 | 13F | Xponance, Inc. | 13 447 | 1,57 | 203 | −0,49 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2 381 | 27,46 | 36 | 25,00 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 85 009 | 1 284 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 866 | 18,14 | 13 | 30,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 3 577 | 0,90 | 54 | 0,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 65 854 | 2,61 | 995 | 0,30 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 119 643 | 1,17 | 1 763 | −0,90 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 848 | 79,66 | 13 | 71,43 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 12 375 | 193 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 110 197 | 3,80 | 1 665 | 1,46 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 205 071 | 75 571,96 | 3 099 | 77 350,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 368 987 | 108,17 | 5 575 | 103,47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7 370 | 139,91 | 112 | 131,25 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 942 | 3,63 | 14 | 0,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 167 | 3 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 447 | 158 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 979 | 163,16 | 30 | 163,64 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 56 949 | 860 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 11 849 | 2,10 | 179 | 0,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 4 456 | 1 323,64 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 80 550 | 18,64 | 1 314 | 34,94 | ||||
| 2025-07-28 | NP | AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 340 775 | 9,61 | 20 661 | 10,33 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 276 | 153,21 | 4 | 300,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 201 936 | 2,86 | 3 051 | 0,76 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 149 210 | 1,96 | 2 255 | −0,35 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 82 | 1 | ||||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 13 491 | 32,86 | 204 | 30,13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 165 142 | 28,38 | 2 | 100,00 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 166 010 | 4,40 | 2 508 | 2,03 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 743 | 401,74 | 57 | 409,09 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 18 660 | 282 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 24 243 | 65,62 | 366 | 61,95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 623 557 | 7,79 | 9 423 | 5,36 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 206 | 3 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 43 326 | 24,44 | 655 | 21,56 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 221 149 | 13,42 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Capital Wealth Planning, LLC | 597 575 | 119,85 | 9 029 | 114,87 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 13 688 | 0,87 | 207 | −1,44 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 18 070 | 5,02 | 273 | 2,63 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 800 | 9,46 | 42 | 35,48 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 22 581 | 341 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 38 | 1 800,00 | 1 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 127 | 2 | ||||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 80 482 | 6,87 | 1 216 | 4,47 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 11 011 | 166 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 29 254 | 46,76 | 442 | 53,47 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 99 889 | 14,35 | 1 509 | 11,78 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 20 582 | 2,40 | 311 | 0,00 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 13 327 | 7,24 | 201 | 4,69 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 12 539 | 189 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18 699 | 6,21 | 283 | 3,68 | ||||
| 2025-07-30 | 13F | Rnc Capital Management Llc | 41 763 | 13,46 | 631 | 10,90 | ||||
| 2025-07-10 | 13F | Myriad Asset Management US LP | 169 492 | 2 561 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 26 256 | 35,82 | 397 | 32,89 | ||||
| 2025-06-25 | NP | GENW - Genter Capital International Dividend ETF | 1 963 | 19,99 | 28 | 12,50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 58 805 | 92,25 | 889 | 88,14 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 384 | 39,64 | 6 | 25,00 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 310 086 | 2,82 | 4 685 | 0,49 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 17 686 | 267 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 25 117 | 7,03 | 380 | 4,70 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10 312 | 156 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 436 288 | 6 592 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 83 255 | 22,75 | 1 258 | 19,94 | ||||
| 2025-07-30 | NP | QDISX - Fisher Investments Institutional Group Stock Fund for Retirement Plans | 104 | 2 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 11 265 | 89,42 | 170 | 86,81 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 226 274 | 1,88 | 3 419 | −0,41 | ||||
| 2025-07-30 | NP | QDVSX - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans | 167 | 3 | ||||||
| 2025-03-27 | NP | PTIN - Pacer Trendpilot International ETF | 56 216 | 0,02 | 836 | 2,83 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 53 223 | 4,10 | 804 | 1,77 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 6 517 672 | 0,33 | 98 482 | −1,94 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 39 554 | 28,20 | 598 | 25,16 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2 570 | 39 | ||||||
| 2025-08-12 | 13F | American Century Companies Inc | 1 742 585 | 8,56 | 26 330 | 6,11 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 251 199 | 2,39 | 3 796 | 0,08 |
