DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund - Institutionellt ägande - Säljare

WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
US ˙ NasdaqGM ˙ US97717X6691

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-14 13F Quartz Partners, LLC 13 585 −0,17 1 138 4,70
2025-07-23 13F REAP Financial Group, LLC 4 904 −4,63 411 0,00
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-07-29 13F Chicago Partners Investment Group LLC 22 323 −1,03 1 916 8,62
2025-05-02 13F Wealthfront Advisers Llc 0 −100,00 0 −100,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 530 229 −6,97 44 409 −2,44
2025-08-14 13F Win Advisors, Inc 0 −100,00 0
2025-07-08 13F Choice Wealth Advisors, LLC 329 125 −0,38 27 561 4,46
2025-07-21 13F Ameritas Advisory Services, LLC 22 274 −73,36 1 865 −72,08
2025-07-09 13F Fiduciary Alliance LLC 3 172 −18,33 266 −14,52
2025-07-09 13F Pallas Capital Advisors LLC 17 461 −5,38 1 462 −0,75
2025-04-04 13F Capital Market Strategies LLC 0 −100,00 0
2025-07-23 13F Prasad Wealth Partners, LLC 3 883 −15,22 325 −10,96
2025-08-13 13F Smith, Moore & Co. 56 153 −27,78 4 702 −24,27
2025-08-13 13F Lido Advisors, LLC 6 902 −98,99 578 −98,94
2025-08-01 13F Bessemer Group Inc 0 −100,00 0
2025-07-17 13F PMG Wealth Management, Inc. 78 970 −0,21 6 613 4,64
2025-08-08 13F Cetera Investment Advisers 1 954 303 −13,46 163 653 −9,25
2025-07-16 13F Signaturefd, Llc 2 505 −8,34 210 −4,13
2025-08-06 13F Walkner Condon Financial Advisors LLC 3 329 −8,92 279 −4,47
2025-08-05 13F Sigma Planning Corp 18 299 −4,30 1 532 0,33
2025-07-11 13F Thomasville National Bank 59 616 −11,73 4 992 −7,44
2025-05-20 13F Blue Rock Wealth Management LLC 118 128 −1,91 9 434 −3,21
2025-07-11 13F Lantz Financial LLC 43 445 −0,39 3 638 4,45
2025-07-17 13F/A Capital Investment Advisors, LLC 3 416 −0,61 286 4,38
2025-08-07 13F/A Joseph Group Capital Management 121 −32,02 10 −28,57
2025-08-14 13F Ieq Capital, Llc 22 339 −6,66 1 871 −2,15
2025-07-17 13F Tempus Wealth Planning, LLC 25 192 −30,42 2 110 −27,05
2025-05-05 13F Cassaday & Co Wealth Management LLC 0 −100,00 0
2025-08-11 13F United Capital Financial Advisers, Llc 80 609 −0,70 6 750 4,13
2025-07-18 13F Truist Financial Corp 279 285 −2,47 23 387 2,27
2025-08-05 13F Continuum Wealth Advisors, Llc 51 695 −69,61 4 329 −68,14
2025-07-22 13F DAVENPORT & Co LLC 4 686 −6,75 392 −2,24
2025-07-09 13F Central Valley Advisors, Llc 15 222 −3,16 1 275 1,51
2025-07-29 13F Koshinski Asset Management, Inc. 8 247 −2,67 691 2,07
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 101 777 −1,99 8 627 4,03
2025-07-21 13F Triad Wealth Partners, LLC 23 050 −24,95 1 930 −21,29
2025-08-14 13F Family Management Corp 0 −100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 23 622 −1,69 1 978 3,13
2025-08-12 13F Franklin Resources Inc 40 611 −4,50 3 401 0,12
2025-07-29 13F Stratos Wealth Advisors, LLC 10 353 −1,50 867 3,34
2025-07-25 13F Astoria Portfolio Advisors LLC. 32 160 −3,32 2 760 9,22
2025-07-15 13F Retirement Guys Formula Llc 19 580 −3,99 1 640 0,68
2025-07-25 13F Muirfield Wealth Advisors Llc 12 802 −22,55 1 072 −18,79
2025-07-09 13F Dynamic Advisor Solutions LLC 45 184 −3,13 3 784 1,58
2025-07-30 13F Bogart Wealth, LLC 436 −11,92 36 −7,69
2025-08-11 13F Wealthspire Advisors, LLC 125 691 −1,64 10 525 3,14
2025-05-05 13F Crestwood Advisors Group LLC 0 −100,00 0
2025-08-11 13F Private Advisor Group, LLC 1 291 134 −1,64 108 120 3,14
2025-08-14 13F Susquehanna International Group, Llp Call 0 −100,00 0
2025-07-18 13F Parsons Capital Management Inc/ri 10 749 −6,45 900 −1,85
2025-08-08 13F Kingsview Wealth Management, LLC 3 447 −38,13 289 −35,14
2025-07-30 13F Paul Damon & Associates, Inc. 131 154 −4,23 10 983 0,42
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 3 960 −1,86 332 1,53
2025-07-15 13F World Equity Group, Inc. 5 033 −1,47 421 2,68
2025-07-23 13F Citizens National Bank Trust Department 54 586 −0,91 4 571 3,91
2025-07-29 13F Uhlmann Price Securities, Llc 12 520 −1,12 1 048 3,66
2025-08-13 13F SageView Advisory Group, LLC 7 783 −11,17 670 −4,29
2025-07-09 13F Lifestyle Asset Management, Inc. 22 787 −0,41 1 908 4,43
2025-07-14 13F Pacifica Partners Inc. 0 −100,00 0
2025-08-13 13F Ted Buchan & Co 11 436 −8,48 958 −4,01
2025-08-15 13F/A Florida Financial Advisors, Llc 22 126 −38,62 1 871 −33,59
2025-08-06 13F Centerpoint Advisory Group 31 521 −1,41 2 640 3,37
2025-07-30 13F Fiduciary Planning LLC 521 262 −5,88 43 650 −1,31
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-05-05 13F Edgemoor Investment Advisors, Inc. 0 −100,00 0
2025-08-05 13F Prosperity Consulting Group, LLC 104 316 −2,52 8 735 2,21
2025-08-12 13F Allen Capital Group, LLC 7 846 −4,02 657 0,77
2025-07-15 13F Burns Matteson Capital Management, LLC 45 750 −11,17 3 831 −6,86
2025-07-28 13F Aries Wealth Management 51 589 −12,04 4 320 −7,75
2025-07-16 13F Taiyo Life Insurance Co 525 000 −38,24 44 −35,82
2025-08-13 13F Capital Analysts, Inc. 7 289 −19,95 1
2025-08-14 13F Wetherby Asset Management Inc 6 183 −10,26 518 −7,18
2025-08-12 13F Jpmorgan Chase & Co 594 448 −10,63 49 779 −6,29
2025-07-15 13F Fifth Third Bancorp 6 660 −46,93 558 −44,41
2025-07-08 13F Gallacher Capital Management LLC 4 387 −45,03 367 −42,39
2025-08-18 13F Hollencrest Capital Management 20 270 −0,60 1 697 4,24
2025-07-09 13F Breakwater Investment Management 1 964 −13,37 164 −9,39
2025-08-07 13F Cahill Financial Advisors Inc 254 092 −1,51 21 278 3,28
2025-08-11 13F Empowered Funds, LLC 0 −100,00 0
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-11 13F Inspire Advisors, LLC 5 622 −38,35 471 −35,44
2025-07-15 13F Avaii Wealth Management, Llc 24 198 −0,93 2 026 3,90
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 191 395 −1,82 16 027 2,95
2025-08-13 13F Gateway Wealth Partners, LLC 72 223 −4,01 6 048 0,65
2025-08-11 13F Invenio Wealth Partners Llc 25 828 −85,65 2 163 −84,96
2025-07-09 13F Beacon Financial Group 624 253 −2,41 52 275 2,33
2025-08-01 13F Biltmore Family Office, LLC 7 050 −11,88 590 −7,52
2025-07-21 13F DHJJ Financial Advisors, Ltd. 25 426 −1,11 2 129 3,70
2025-08-18 13F/A National Bank Of Canada /fi/ 12 824 −23,52 1 079 −19,78
2025-07-24 13F Wealth Management Resources, Inc. 24 809 −43,18 2 078 −40,44
2025-07-17 13F White Pine Investment CO 71 622 −0,50 6 0,00
2025-08-13 13F Cresset Asset Management, LLC 29 070 −6,41 2 434 −1,85
2025-05-15 13F Lavaca Capital Llc 0 −100,00 0
2025-08-11 13F Brown Brothers Harriman & Co 2 125 −56,49 178 −54,62
2025-07-31 13F Carnegie Capital Asset Management, LLC 3 399 −6,54 285 7,98
2025-08-14 13F Herold Advisors, Inc. 35 341 −11,92 2 960 −7,65
2025-08-14 13F Fmr Llc 49 902 −4,99 4 179 −0,38
2025-08-05 13F Claro Advisors LLC 3 808 −43,60 319 −41,00
2025-08-04 13F UNIVEST FINANCIAL Corp 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 25 564 −6,36 2 141 −1,83
2025-07-31 13F Moloney Securities Asset Management, LLC 75 927 −0,95 6 358 3,87
2025-08-08 13F Collaborative Wealth Managment Inc. 10 422 −1,56 873 3,20
2025-07-22 13F Beacon Financial Advisory LLC 12 650 −15,58 1 059 −11,45
2025-08-05 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-05-08 13F Endeavor Private Wealth, Inc. 0 −100,00 0
2025-08-07 13F David R. Rahn & Associates Inc. 21 320 −3,10 1 785 1,59
2025-07-29 13F Kraft, Davis & Associates, LLC 149 605 −5,16 12 876 8,39
2025-08-07 13F Howard Bailey Securities, Llc 140 023 −1,25 11 726 3,55
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0 −100,00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 398 238 −1,37 33 3,13
2025-08-07 13F Resources Investment Advisors, LLC. 517 188 −0,27 43 309 4,57
2025-06-13 13F Optima Capital Llc 0 −100,00 0 −100,00
2025-07-09 13F Breakwater Capital Group 2 543 −12,28 213 −8,23
2025-08-06 13F Founders Financial Securities Llc 42 946 −22,14 3 596 −15,49
2025-07-24 13F Galvin, Gaustad & Stein, LLC 4 400 −18,52 368 −14,62
2025-08-01 13F Ashton Thomas Private Wealth, LLC 18 877 −9,47 1 581 −5,11
2025-08-12 13F LPL Financial LLC 12 468 833 −2,53 1 044 140 2,20
2025-07-22 13F Global Strategic Investment Solutions, LLC 5 059 −1,40 424 3,42
2025-08-14 13F Horizon Investments, LLC 40 715 −3,63 3 407 1,10
2025-08-14 13F Hilltop Holdings Inc. 3 169 −1,34 265 3,52
2025-08-14 13F/A Rockefeller Capital Management L.P. 810 820 −0,74 67 898 4,09
2025-07-15 13F Well Done, LLC 14 047 −0,35 1 176 3,16
2025-08-14 13F Abound Financial, Llc 0 −100,00 0
2025-07-10 13F Bigelow Investment Advisors, LLC 0 −100,00 0
2025-07-15 13F ACT Advisors, LLC. 266 894 −2,77 22 350 1,95
2025-05-13 13F EPG Wealth Management LLC 0 −100,00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Guardian Wealth Management, Inc. 0 −100,00 0
2025-07-29 13F AssuredPartners Investment Advisors, LLC 4 061 −80,56 340 −79,62
2025-08-13 13F Congress Wealth Management LLC / DE / 7 818 −19,02 655 −15,28
2025-08-14 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-07-28 13F RFG Advisory, LLC 47 549 −0,07 3 982 4,79
2025-07-08 13F Advance Capital Management, Inc. 11 119 −10,08 931 −5,67
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-08-04 13F Flagship Harbor Advisors, Llc 114 470 −1,72 9 586 3,05
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-12 13F Journey Strategic Wealth Llc 7 118 −6,73 596 −2,13
2025-07-17 13F KWB Wealth 0 −100,00 0
2025-08-14 13F Comerica Bank 767 357 −0,23 64 258 4,62
2025-07-15 13F Signet Financial Management, Llc 6 868 −8,44 575 −4,01
2025-08-06 13F Savant Capital, LLC 449 980 −0,62 37 681 4,21
2025-07-18 13F Trust Co Of Vermont 231 −24,01 19 −20,83
2025-08-08 13F Thoroughbred Financial Services, Llc 33 546 −5,17 3 0,00
2025-07-31 13F/A Interchange Capital Partners, LLC 18 263 −0,93 1 529 3,87
2025-07-31 13F Oppenheimer & Co Inc 59 391 −16,21 4 973 −12,14
2025-08-12 13F Bravias Capital Group, LLC 21 599 −4,90 1 809 −0,28
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-08-12 13F Financial Advocates Investment Management 10 597 −23,04 887 −19,29
2025-05-15 13F Glenmede Trust Co Na 58 624 −2,61 4 682 −3,90
2025-07-29 13F Clearview Wealth Advisors LLC 2 928 −24,01 245 −20,20
2025-07-21 13F Ameriflex Group, Inc. 4 070 −42,13 337 −39,93
2025-07-28 13F Harbour Investments, Inc. 20 605 −20,64 1 725 −16,79
2025-04-28 13F Smart Money Group LLC 0 −100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 1 045 384 −4,71 87 540 −0,08
2025-07-30 13F Journey Advisory Group, LLC 122 973 −4,15 10 298 0,50
2025-08-08 13F Creative Planning 224 536 −8,32 18 803 −3,87
2025-05-15 13F/A Orion Portfolio Solutions, LLC 18 463 −24,42 1 474 −25,40
2025-08-12 13F AlphaCore Capital LLC 0 −100,00 0
2025-08-07 13F Fox Financial, Inc 5 863 −0,36 491 4,48
2025-08-13 13F Serenus Wealth Advisors, LLC 384 919 −4,54 32 233 0,09
2025-07-25 13F Sequoia Financial Advisors, LLC 126 060 −1,82 10 556 2,96
2025-08-14 13F Headlands Technologies LLC 0 −100,00 0 −100,00
2025-08-08 13F SBI Securities Co., Ltd. 30 878 −5,29 2 586 −0,69
2025-07-07 13F Nova Wealth Management, Inc. 4 180 −11,91 350 −7,41
2025-08-15 13F Captrust Financial Advisors 737 052 −11,95 61 721 −7,68
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 1 823 −17,17 153 −13,14
2025-04-28 13F American Capital Advisory, LLC 0 −100,00 0
2025-08-13 13F Lauer Wealth, LLC 159 485 −7,60 13 728 2,61
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 5 041 −16,44 422 −12,27
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-08-11 13F One Capital Management, LLC 682 623 −20,11 57 163 −16,23
2025-07-23 13F Country Club Bank /gfn 17 957 −15,68 1 498 −11,05
2025-08-05 13F Sensible Money, LLC 0 −100,00 0
2025-04-30 13F Sofos Investments, Inc. 0 −100,00 0
2025-05-02 13F Legacy Capital Wealth Partners, LLC 0 −100,00 0
2025-04-16 13F Fortitude Family Office, LLC 0 −100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 94 874 −5,81 7 945 −1,23
2025-04-21 13F Hartford Financial Management Inc. 0 −100,00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 308 776 −5,01 25 857 −0,39
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 13 547 −17,84 1 134 −13,83
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1 157 920 −4,40 98 684 2,02
2025-08-27 13F/A Brinker Capital Investments, LLC 17 483 −5,31 1 464 −0,68
2025-08-14 13F Two Sigma Securities, Llc 4 794 −68,03 401 −66,50
2025-05-13 13F Maripau Wealth Management Llc 0 −100,00 0
2025-08-04 13F Spire Wealth Management 226 −84,82 19 −84,75
2025-07-11 13F My Legacy Advisors, LLC 7 584 −6,82 649 −0,15
2025-07-10 13F Fulton Bank, N.a. 13 080 −27,06 1 095 −23,53
2025-08-01 13F Bank of Jackson Hole Trust 1 030 −22,56 86 −21,82
2025-07-25 13F Gw Henssler & Associates Ltd 6 904 −1,30 578 3,58
2025-08-04 13F Assetmark, Inc 30 −95,22 3 −96,00
2025-07-31 13F GLOBALT Investments LLC / GA 30 894 −10,31 2 587 −5,93
2025-08-12 13F Gladstone Institutional Advisory LLC 12 031 −22,41 1 007 −18,66
2025-07-15 13F Eaton Financial Holdings Company, LLC 129 999 −12,73 10 886 −8,49
2025-07-24 13F Stonebridge Financial Group, LLC 29 130 −1,49 2 439 3,30
2025-08-01 13F FSA Advisors, Inc. 6 815 −58,62 571 −56,65
2025-07-16 13F American National Bank 842 −3,88 71 1,45
2025-07-17 13F Janney Montgomery Scott LLC 279 635 −5,45 23 0,00
2025-08-11 13F TD Waterhouse Canada Inc. 5 199 −0,40 438 5,04
2025-08-14 13F Visionary Wealth Advisors 4 662 −10,21 390 −5,80
2025-07-28 13F Triton Wealth Management, PLLC 0 −100,00 0
2025-08-14 13F Moneta Group Investment Advisors Llc 2 688 −2,86 225 2,27
2025-08-14 13F Cascades Capital Asset Management, LLC 5 360 −91,86 449 −91,48
2025-08-14 13F Snowden Capital Advisors LLC 0 −100,00 0 −100,00
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-07-29 13F Novare Capital Management Llc 3 605 −15,28 302 −11,21
2025-08-07 13F Atala Financial Inc 0 −100,00 0
2025-07-21 13F New Century Financial Group, LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 10 607 −38,62 888 −35,61
2025-07-11 13F Farther Finance Advisors, LLC 381 −19,62 32 −16,22
2025-04-11 13F Impact Capital Partners LLC 0 −100,00 0
2025-07-28 13F WealthPLAN Partners, LLC 0 −100,00 0
2025-08-13 13F Scotia Capital Inc. 5 161 −29,08 432 −25,65
2025-07-29 13F Fundamentun, Llc 874 834 −1,16 73 259 3,64
2025-08-12 13F Titleist Asset Management, Llc 32 214 −1,92 2 698 2,82
2025-08-07 13F Parkside Financial Bank & Trust 17 985 −3,29 1 506 1,41
2025-07-16 13F Spinnaker Investment Group, LLC 549 082 −8,52 45 980 −4,07
2025-08-06 13F Golden State Wealth Management, LLC 120 061 −4,89 10 054 −0,28
2025-07-14 13F Rooted Wealth Advisors, Inc. 0 −100,00 0
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 49 239 −54,11 4 123 −51,88
2025-07-22 13F Apexium Financial, Lp 27 695 −10,46 2 319 −6,08
2025-08-14 13F Susquehanna International Group, Llp 4 128 −88,14 346 −87,59
2025-07-25 13F Tranquility Partners, LLC 4 418 −6,16 370 −1,60
2025-08-14 13F Capital Planning Advisors, LLC 112 097 −1,95 9 387 2,81
2025-08-01 13F/A GGM Financials LLC 19 592 −28,18 1 641 −24,70
2025-08-19 13F Asset Dedication, LLC 3 718 −27,64 311 −24,15
2025-07-14 13F Signature Securities Group Corporation 4 957 −13,99 415 −9,78
2025-08-12 13F Pathstone Holdings, LLC 7 316 −43,79 613 −41,10
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-07 13F Meridian Financial Partners LLC 39 475 −0,50 3 0,00
2025-07-25 13F Atria Wealth Solutions, Inc. 40 492 −54,59 3 407 −52,15
2025-08-19 13F National Asset Management, Inc. 0 −100,00 0
2025-08-14 13F Camden Capital, LLC 136 049 −17,97 11 393 −13,99
2025-07-09 13F Archer Investment Management, LLC 58 345 −27,76 4 886 −24,26
2025-08-05 13F Fourth Dimension Wealth, LLC 0 −100,00 0
2025-07-14 13F Golden State Equity Partners 89 614 −15,94 7 504 −11,85
2025-08-12 13F Spectrum Wealth Advisory Group, LLC 3 962 −4,81 332 −0,30
2025-04-16 13F Farmers & Merchants Investments Inc 0 −100,00 0
2025-07-29 13F Interactive Financial Advisors 9 079 −0,50 760 4,40
2025-07-09 13F Northwest & Ethical Investments L.P. 0 −100,00 0 −100,00
2025-08-11 13F HighTower Advisors, LLC 2 849 118 −1,70 238 585 3,08
2025-08-11 13F Aptus Capital Advisors, LLC 5 517 −6,30 462 −1,70
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 −100,00 0
2025-08-11 13F Rothschild Investment Llc 6 635 −12,19 556 −7,96
2025-07-16 13F Perigon Wealth Management, LLC 44 270 −6,49 3 707 −1,96
2025-07-23 13F Lansing Street Advisors 46 469 −0,33 3 891 4,51
2025-08-12 13F Founders Financial Alliance, LLC 52 048 −1,47 4 359 3,32
2025-07-23 13F Valmark Advisers, Inc. 8 200 −6,86 687 −2,42
2025-04-24 13F Mirae Asset Global Investments Co., Ltd. 0 −100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 0 −100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 36 352 −8,39 3 044 −3,91
2025-08-15 13F Nikulski Financial, Inc. 46 932 −0,37 3 930 4,49
2025-08-11 13F WPWealth LLP 3 035 −9,00 254 −4,51
2025-08-12 13F J.w. Cole Advisors, Inc. 59 878 −1,22 5 014 3,57
2025-05-06 13F Kovack Advisors, Inc. 0 −100,00 0
2025-08-08 13F Citizens Financial Group Inc/ri 12 089 −12,57 1 012 −8,33
2025-08-14 13F Redwood Financial Network Corp 12 638 −2,37 1 058 2,42
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 121 496 −10,00 10 174 −5,62
2025-07-30 13F Brookstone Capital Management 10 716 −15,21 897 −11,10
2025-08-08 13F Meridian Wealth Management, LLC 7 173 −4,80 601 −0,17
2025-07-29 13F Latitude Advisors, LLC 3 322 −4,21 278 0,72
2025-08-12 13F OneAscent Financial Services LLC 8 424 −29,80 1
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-14 13F Silvercrest Asset Management Group Llc 5 694 −5,01 477 −0,42
2025-07-08 13F Legacy Private Trust Co. 5 031 −0,04 421 4,99
2025-09-19 13F Watts Gwilliam & Co., LLC 6 411 −25,42 570 −16,91
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-05-08 13F Federated Hermes, Inc. 0 −100,00 0
2025-08-05 13F Flynn Zito Capital Management, Llc 8 527 −10,73 714 −6,30
2025-07-10 13F Sovran Advisors, LLC 15 829 −7,34 1 342 4,36
2025-08-12 13F Prudential Plc 62 700 −5,71 5 250 −1,13
2025-08-14 13F Main Street Financial Solutions, LLC 198 659 −2,37 16 636 2,38
2025-07-09 13F Thrive Wealth Management, LLC 6 887 −0,35 577 4,54
2025-07-25 13F Hobbs Group Advisors, LLC 72 461 −6,29 6 068 −1,75
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 2 881 −0,52 241 4,33
2025-08-13 13F Cerity Partners LLC 379 667 −11,94 31 793 −7,66
2025-08-14 13F Warren Averett Asset Management, LLC 51 475 −4,60 4 311 0,05
2025-07-25 13F Apollon Financial, LLC 5 897 −4,84 494 −0,20
2025-08-13 13F GeoWealth Management, LLC 0 −100,00 0
2025-07-25 13F Northwest Capital Management Inc 462 −82,50 39 −81,90
2025-08-11 13F HHM Wealth Advisors, LLC 3 826 −0,13 320 4,92
2025-08-11 13F NewEdge Wealth, LLC 449 840 −3,43 38 461 3,39
2025-07-15 13F RVW Wealth, LLC 804 271 −3,43 67 350 1,26
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-14 13F Strive Asset Management, LLC 6 683 −65,32 560 −63,65
2025-08-13 13F VestGen Advisors, LLC 374 931 −2,24 31 827 3,91
2025-08-12 13F Vestor Capital, Llc 477 −25,00 0
2025-07-21 13F Catalina Capital Group, LLC 61 777 −8,36 5 173 −3,90
2025-07-22 13F Iron Horse Wealth Management, LLC 0 −100,00 0
2025-07-29 13F Crux Wealth Advisors 56 498 −28,84 4 731 −25,38
2025-07-02 13F Lvm Capital Management Ltd/mi 292 224 −1,29 24 4,35
2025-08-05 13F Strategic Financial Concepts, LLC 0 −100,00 0
2025-08-04 13F Creative Financial Designs Inc /adv 7 536 −2,82 631 1,94
2025-08-14 13F Sunbelt Securities, Inc. 5 416 −0,26 438 1,15
2025-08-06 13F Menlo Advisors Llc 27 935 −0,27 2 0,00
2025-07-28 13F Axxcess Wealth Management, Llc 10 864 −0,59 910 4,24
2025-08-14 13F Goldman Sachs Group Inc 78 848 −36,51 6 603 −33,43
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