HDV / iShares Trust - iShares Core High Dividend ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Core High Dividend ETF
US ˙ ARCA ˙ US46429B6636

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
(%)
2025-08-05 13F Westside Investment Management, Inc. 406 −3,10 48 −6,00
2025-08-06 13F Simmons Bank 200 913 −2,45 23 541 −5,63
2025-07-31 13F/A Interchange Capital Partners, LLC 3 125 −17,87 366 −20,43
2025-08-07 13F McClarren Financial Advisors, Inc. 0 −100,00 0
2025-08-12 13F Quadcap Wealth Management, LLC 10 517 −2,02 1 232 −5,23
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 4 022 −50,63 471 −52,23
2025-08-14 13F Gordian Capital Singapore Pte Ltd 0 −100,00 0
2025-05-02 13F Pettinga Financial Advisors, LLC 0 −100,00 0 −100,00
2025-08-14 13F Boston Private Wealth Llc 0 −100,00 0 −100,00
2025-08-01 13F Gwn Securities Inc. 2 667 −45,95 314 −45,49
2025-07-24 13F PDS Planning, Inc 0 −100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 947 −90,34 111 −90,73
2025-08-13 13F Cerity Partners LLC 34 764 −40,13 4 073 −42,09
2025-08-08 13F Collaborative Wealth Managment Inc. 9 725 −3,26 1 139 −6,41
2025-04-22 13F Tassel Capital Management, Inc. 0 −100,00 0
2025-07-14 13F CRA Financial Services, LLC 25 686 −0,75 3 010 −3,99
2025-08-13 13F Per Stirling Capital Management, LLC. 12 213 −7,43 1 431 −10,46
2025-08-14 13F Raymond James Financial Inc 918 491 −6,42 107 620 −9,47
2025-08-08 13F Citizens Financial Group Inc/ri 63 009 −2,57 7 383 −5,75
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-08-06 13F Founders Financial Securities Llc 3 737 −11,19 438 −9,34
2025-07-29 13F Chicago Partners Investment Group LLC 19 427 −0,35 2 333 3,88
2025-08-14 13F BTG Pactual Asset Management US LLC 2 122 −36,41 249 −38,61
2025-07-30 13F Klingman & Associates, LLC 20 668 −0,21 2 422 −3,47
2025-07-23 13F Valmark Advisers, Inc. 8 821 −6,70 1 034 −9,78
2025-08-11 13F Sykon Capital Llc 0 −100,00 0
2025-07-16 13F Beaumont Financial Advisors, LLC 79 886 −0,17 9 360 −3,43
2025-08-12 13F Eley Financial Management, Inc 3 512 −3,81 412 −6,38
2025-08-12 13F Argent Trust Co 13 024 −0,23 1 526 −3,48
2025-08-14 13F Arete Wealth Advisors, LLC 5 321 −1,86 1
2025-08-07 13F Allworth Financial LP 31 042 −1,76 3 637 1,06
2025-05-08 13F Bank of Jackson Hole Trust 0 −100,00 0
2025-07-30 13F Bogart Wealth, LLC 1 588 −76,37 186 −77,12
2025-07-16 13F Independent Wealth Network Inc. 4 275 −0,12 501 −3,47
2025-08-13 13F Coco Enterprises, LLC 0 −100,00 0
2025-08-13 13F VestGen Advisors, LLC 8 697 −1,11 1 036 −2,82
2025-08-14 13F First Manhattan Co 5 968 −0,58 699 −3,85
2025-08-04 13F Pinnacle Associates Ltd 8 061 −2,48 945 −5,69
2025-08-14 13F Qube Research & Technologies Ltd 42 999 −31,39 5 038 −33,63
2025-08-14 13F Fiduciary Trust Co 2 634 −51,08 309 −52,76
2025-08-12 13F Armor Investment Advisors, LLC 0 −100,00 0
2025-07-28 13F Cypress Wealth Services, LLC 3 220 −2,13 377 −5,28
2025-08-12 13F Change Path, LLC 2 379 −4,61 279 −7,95
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-14 13F Frisch Financial Group, Inc. 20 837 −19,00 2 −33,33
2025-08-12 13F Cowa, Llc 54 382 −0,01 6 372 −3,28
2025-04-21 13F Green Square Capital Advisors Llc 0 −100,00 0 −100,00
2025-07-30 13F Nottingham Advisors, Inc. 22 790 −0,15 2 670 −3,40
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-08-14 13F Hrt Financial Lp 2 554 −83,11 0 −100,00
2025-08-11 13F Brown Brothers Harriman & Co 1 928 −0,26 226 −3,85
2025-08-12 13F Park Square Financial Group, LLC 0 −100,00 0
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 0 −100,00 0
2025-08-04 13F HBK Sorce Advisory LLC 2 555 −3,07 299 −6,27
2025-08-13 13F Russell Investments Group, Ltd. 263 −10,24 31 −14,29
2025-08-08 13F Meridian Wealth Management, LLC 3 339 −1,04 391 −4,17
2025-05-09 13F Belvedere Trading LLC Call 0 −100,00 0
2025-08-07 13F Fountainhead AM, LLC 4 635 −1,80 543 −4,90
2025-08-07 13F Northwest Bancshares, Inc. 7 526 −0,69 882 −3,93
2025-08-01 13F First Command Advisory Services, Inc. 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp Call 64 400 −20,59 7 546 −23,18
2025-08-15 13F Captrust Financial Advisors 91 856 −0,57 10 763 −3,82
2025-08-07 13F Cahill Financial Advisors Inc 32 815 −0,06 3 845 −3,32
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-12 13F MAI Capital Management 8 889 −4,75 1 041 −7,88
2025-07-23 13F Prime Capital Investment Advisors, LLC 2 334 −69,20 274 −70,23
2025-04-23 13F Sunesis Advisors, LLC 8 118 −3,16 983 4,46
2025-07-23 13F Kingswood Wealth Advisors, Llc 4 368 −2,87 512 −6,07
2025-05-15 13F Lgl Partners, Llc 0 −100,00 0
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-14 13F IHT Wealth Management, LLC 33 389 −3,46 3 912 −6,61
2025-07-09 13F Clarus Wealth Advisors 0 −100,00 0
2025-08-27 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity Short −178 −11,88 −21 −16,67
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-08 13F Parallel Advisors, LLC 11 666 −3,02 1 367 −6,18
2025-08-20 13F/A Coppell Advisory Solutions LLC 3 708 −26,92 433 67,44
2025-08-08 13F Thoroughbred Financial Services, Llc 2 293 −18,28 0
2025-08-06 13F Valued Wealth Advisors LLC 1 725 −0,98 202 −3,81
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-19 NP Securian Funds Trust - SFT Managed Volatility Equity Fund 379 802 −14,42 44 501 −17,21
2025-08-19 13F Hohimer Wealth Management, Llc 8 139 −1,70 954 −4,89
2025-08-07 13F HC Advisors, LLC 0 −100,00 0
2025-08-06 13F Regimen Wealth, Llc 227 877 −13,47 26 700 −16,31
2025-08-14 13F Comerica Bank 159 974 −5,01 18 744 −8,10
2025-05-15 13F/A Orion Portfolio Solutions, LLC 92 885 −3,41 11 250 4,21
2025-07-17 13F Patton Albertson Miller Group, Llc 2 777 −61,08 325 −62,38
2025-08-06 13F SOUTH STATE Corp 5 698 −6,86 668 −9,99
2025-08-11 13F Mosaic Family Wealth Partners, Llc 6 712 −8,80 786 −11,78
2025-07-22 13F Old National Bancorp /in/ 50 462 −0,46 5 913 −3,70
2025-05-02 13F Parcion Private Wealth LLC 0 −100,00 0
2025-08-14 13F Ancora Advisors, LLC 12 711 −3,57 1 489 −6,70
2025-08-08 13F D'Orazio & Associates, Inc. 3 899 −39,07 457 −41,16
2025-04-11 13F Summit Investment Advisory Services, LLC 0 −100,00 0
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 12 201 −7,69 1 430 −10,69
2025-08-14 13F Mercer Global Advisors Inc /adv 106 093 −1,71 12 431 −4,92
2025-05-08 13F Modera Wealth Management, LLC 0 −100,00 0
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-04 13F Kovack Advisors, Inc. 10 988 −2,00 1 287 −5,16
2025-07-25 13F Lion Street Advisors, LLC 6 324 −34,92 741 −36,99
2025-08-27 13F/A Brinker Capital Investments, LLC 89 882 −3,23 10 531 −6,39
2025-08-26 13F/A Thrivent Financial For Lutherans 8 673 −95,41 1 −95,45
2025-04-11 13F Annex Advisory Services, LLC 0 −100,00 0
2025-08-12 13F Franklin Resources Inc 57 420 −24,98 6 728 −27,43
2025-07-18 13F Cooper Financial Group 20 714 −15,30 2 427 −18,06
2025-08-14 13F Citadel Advisors Llc Put 2 300 −8,00 269 −10,93
2025-07-22 13F Global Strategic Investment Solutions, LLC 94 186 −2,46 11 036 −5,64
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 18 051 −0,29 2 115 −3,51
2025-08-14 13F Jane Street Group, Llc Call 80 300 −87,06 9 409 −87,48
2025-08-12 13F Founders Financial Alliance, LLC 128 −83,55 15 −85,11
2025-07-17 13F HCR Wealth Advisors 4 080 −4,11 478 −7,18
2025-06-13 13F Optima Capital Llc 0 −100,00 0 −100,00
2025-08-14 13F Kitching Partners, Llc 1 991 −26,29 233 −28,75
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-07-10 13F Kmg Fiduciary Partners, Llc 2 695 −4,67 316 −7,89
2025-08-14 13F Federation des caisses Desjardins du Quebec 9 499 −4,57 1 112 −7,72
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-12 13F GDS Wealth Management 3 222 −8,88 378 −11,92
2025-08-12 13F Ameritas Investment Partners, Inc. 680 −3,55 80 −7,06
2025-08-13 13F Bernardo Wealth Planning LLC 20 115 −1,10 2 0,00
2025-07-21 13F Monticello Wealth Management, Llc 10 600 −1,77 1 242 −4,98
2025-08-07 13F Sound View Wealth Advisors Group, LLC 7 554 −6,91 885 −9,88
2025-07-18 13F PFG Investments, LLC 11 683 −0,54 1 369 −3,80
2025-08-06 13F Soltis Investment Advisors LLC 7 897 −4,68 925 −7,78
2025-08-13 13F WCG Wealth Advisors LLC 21 224 −3,60 2 487 −6,75
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-04-30 13F Beverly Hills Private Wealth, LLC 0 −100,00 0
2025-07-10 13F High Net Worth Advisory Group LLC 23 095 −5,99 2 706 −9,04
2025-08-14 13F Headlands Technologies LLC 40 −89,56 5 −91,30
2025-08-14 13F Aft, Forsyth & Company, Inc. 14 333 −0,08 1 679 −3,34
2025-08-08 13F Emerald Investment Partners, Llc 6 467 −1,00 758 −4,30
2025-08-12 13F Pettyjohn, Wood & White, Inc 10 276 −0,72 1 204 −3,91
2025-08-08 13F Phoenix Wealth Advisors 1 806 −93,41 212 −93,64
2025-04-16 13F Mount Yale Investment Advisors, LLC 0 −100,00 0 −100,00
2025-08-14 13F Integrated Wealth Concepts LLC 26 143 −12,58 3 063 −15,41
2025-07-16 13F Embree Financial Group 38 155 −1,98 4 471 −5,18
2025-07-31 13F Brighton Jones Llc 2 889 −5,25 338 −8,40
2025-07-28 13F RFG Advisory, LLC 3 883 −20,23 455 −22,92
2025-07-15 13F Gunma Bank,Ltd. 65 000 −13,33 8 −22,22
2025-04-23 13F SOL Capital Management CO 0 −100,00 0
2025-08-13 13F Northern Trust Corp 4 914 −9,22 576 −12,21
2025-07-14 13F Abacus Planning Group, Inc. 0 −100,00 0
2025-08-12 13F Prudential Plc 0 −100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 4 786 −5,25 561 −3,45
2025-07-30 13F Securian Asset Management, Inc 763 802 −7,73 89 495 −10,74
2025-08-01 13F Centerpoint Advisors, LLC 0 −100,00 0
2025-08-04 13F Spire Wealth Management 4 463 −4,58 523 −7,77
2025-08-14 13F Alliancebernstein L.p. 256 129 −4,06 30 011 −7,19
2025-07-07 13F Teamwork Financial Advisors, LLC 9 620 −5,10 1 128 −8,15
2025-07-31 13F/A Avion Wealth 32 −47,54 0
2025-08-14 13F Tennessee Valley Asset Management Partners 0 −100,00 0
2025-07-28 13F Sagespring Wealth Partners, Llc 19 174 −0,79 2 247 −4,02
2025-07-22 13F Comprehensive Financial Consultants Institutional, Inc. 2 332 −51,13 273 −52,69
2025-08-14 13F Fmr Llc 525 759 −7,19 61 603 −10,22
2025-08-01 13F Bessemer Group Inc 13 325 −14,93 2 0,00
2025-07-25 13F Atria Wealth Solutions, Inc. 42 221 −53,51 5 020 −54,37
2025-08-27 NP RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P Short −106 −31,61 −12 −33,33
2025-08-11 13F Aptus Capital Advisors, LLC 1 478 −0,67 173 −3,89
2025-08-14 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 85 364 −35,87 10 002 −37,96
2025-04-21 13F Abundance Wealth Counselors 0 −100,00 0
2025-08-15 13F Provenance Wealth Advisors, LLC 13 070 −29,20 1 531 −31,50
2025-07-24 13F Blair William & Co/il 37 516 −1,21 4 396 −4,44
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0 −100,00
2025-07-25 13F Apollon Financial, LLC 7 270 −0,55 852 −3,84
2025-08-07 13F Summit X, LLC 18 118 −5,98 2 124 −8,92
2025-07-31 13F 180 Wealth Advisors, Llc 11 988 −0,79 1 405 −3,57
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-11 13F Retirement Capital Strategies 0 −100,00 0
2025-07-24 13F Wealthstar Advisors, Llc 3 070 −55,66 360 −57,16
2025-04-14 13F Strategic Wealth Designers 0 −100,00 0 −100,00
2025-08-14 13F Quantinno Capital Management LP 3 866 −0,87 453 −4,24
2025-08-13 13F Vertex Planning Partners, LLC 2 598 −3,17 304 −6,17
2025-08-11 13F Intrepid Financial Planning Group LLC 12 953 −0,65 1 518 −3,93
2025-07-15 13F Kelly Financial Group Llc 1 862 −35,88 218 −37,89
2025-07-23 13F Tectonic Advisors Llc 4 944 −3,94 579 −7,06
2025-07-30 13F Clifford Swan Investment Counsel Llc 10 523 −2,77 1 233 −5,95
2025-07-23 13F Element Wealth, LLC 6 930 −2,42 812 −5,70
2025-07-23 13F Eagle Strategies LLC 4 157 −4,52 487 −7,59
2025-07-24 13F Court Place Advisors, LLC 12 509 −1,08 1 466 −4,31
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-05-15 13F Icon Wealth Advisors, LLC 0 −100,00 0
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-07-14 13F Signature Securities Group Corporation 5 252 −3,51 615 −6,68
2025-08-04 13F Pensionmark Financial Group, Llc 25 931 −0,80 3 038 −4,01
2025-07-08 13F Nbc Securities, Inc. 12 002 −8,35 1 0,00
2025-07-14 13F Acropolis Investment Management, LLC 0 −100,00 0
2025-07-28 13F BRYN MAWR TRUST Co 2 370 −0,63 278 −3,82
2025-08-07 13F CENTRAL TRUST Co 133 −55,37 16 −58,33
2025-07-29 13F Smithbridge Asset Management Inc/de 0 −100,00 0
2025-08-13 13F Smith, Moore & Co. 2 720 −19,55 319 −22,25
2025-07-10 13F NorthCrest Asset Manangement, LLC 0 −100,00 0
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 88 503 −0,19 10 371 −3,40
2025-05-12 13F Providence First Trust Co 0 −100,00 0
2025-08-14 13F FC Advisory LLC 24 036 −0,00 2 816 −3,26
2025-08-12 13F Jefferies Financial Group Inc. 32 152 −2,07 3 767 −5,26
2025-08-12 13F Inscription Capital, LLC 0 −100,00 0
2025-08-12 13F Calton & Associates, Inc. 1 932 −9,08 226 −12,06
2025-07-25 13F Alpha Financial Partners, LLC 0 −100,00 0
2025-07-23 13F Litman Gregory Asset Management LLC 10 177 −1,72 1 192 −4,94
2025-08-06 13F Savant Capital, LLC 4 792 −1,52 562 −4,75
2025-08-14 13F Florida Financial Advisors, Llc 0 −100,00 0
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4 835 −4,95 567 −6,75
2025-08-13 13F Federated Hermes, Inc. 14 560 −5,49 1 706 −8,58
2025-07-29 13F Stratos Wealth Advisors, LLC 3 635 −9,78 426 −12,91
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0 −100,00
2025-07-18 13F Client 1st Advisory Group, Llc 3 037 −3,74 356 −7,07
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 76 477 −0,27 8 961 −3,52
2025-07-17 13F Fifth Third Securities, Inc. 13 832 −9,03 1 621 −12,00
2025-08-11 13F Cornerstone Planning Group LLC 740 −2,50 88 2,33
2025-07-24 13F KFA Private Wealth Group, LLC 6 679 −1,63 783 −4,87
2025-08-13 13F Continuum Advisory, LLC 3 726 −39,31 437 −41,32
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-07-29 13F Stephens Inc /ar/ 20 181 −1,22 2 365 −4,45
2025-05-14 13F Monterey Private Wealth, Inc. 1 948 −31,63 236 −26,33
2025-08-11 13F Regal Investment Advisors LLC 14 938 −2,80 1 750 −5,96
2025-07-24 13F IFP Advisors, Inc 70 822 −1,19 8 298 −4,41
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 0 −100,00 0
2025-07-11 13F Kapstone Financial Advisors LLC 99 751 −3,04 11 688 −6,20
2025-08-14 13F Sunbelt Securities, Inc. 38 891 −12,93 4 366 −19,32
2025-08-13 13F Van Hulzen Asset Management, LLC 7 802 −0,41 914 −3,59
2025-07-17 13F Genesis Private Wealth, Llc 8 097 −1,23 949 −4,44
2025-08-04 13F Impact Partnership Wealth, LLC 4 572 −13,34 536 −16,14
2025-07-21 13F Credential Qtrade Securities Inc. 0 −100,00 0 −100,00
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-15 13F BCS Wealth Management 2 799 −4,27 0
2025-08-06 13F First Horizon Advisors, Inc. 1 599 −1,30 187 −4,59
2025-08-14 13F Sig Brokerage, Lp Call 0 −100,00 0
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 2 495 −1,96 292 −5,19
2025-07-25 13F We Are One Seven, LLC 3 610 −32,59 423 −34,72
2025-08-13 13F Brown Advisory Inc 8 957 −2,24 1 050 −5,41
2025-08-15 13F CI Private Wealth, LLC 15 937 −61,65 1 867 −62,90
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 38 069 −0,96 4 0,00
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 2 845 −45,27 333 −45,85
2025-08-05 13F ADG Wealth Management Group, LLC 7 755 −0,15 909 −3,40
2025-08-08 13F Hartland & Co., LLC 5 804 −5,44 680 −8,48
2025-08-11 13F Private Advisor Group, LLC 101 266 −0,01 11 865 −3,28
2025-08-14 13F/A Forefront Analytics, LLC 41 996 −2,58 4 921 −5,73
2025-08-11 13F Angeles Investment Advisors, LLC 0 −100,00 0
2025-08-04 13F Arkadios Wealth Advisors 29 524 −0,69 3 459 −3,92
2025-05-14 13F Clarity Financial LLC 0 −100,00 0
2025-07-18 13F PBMares Wealth Management LLC 1 745 −8,16 204 −11,30
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 1 791 −5,09 210 −8,33
2025-08-06 13F Walkner Condon Financial Advisors LLC 10 569 −19,44 1 238 −22,04
2025-08-14 13F Warren Averett Asset Management, LLC 175 512 −0,18 20 565 −3,44
2025-08-14 13F EP Wealth Advisors, Inc. 13 094 −1,33 1 534 −4,54
2025-08-11 13F Citigroup Inc 80 −96,95 9 −97,17
2025-08-08 13F Pnc Financial Services Group, Inc. 55 922 −1,05 6 552 −4,28
2025-08-04 13F Atria Investments Llc 90 432 −1,38 10 596 −4,60
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-06 13F Atlas Legacy Advisors, LLC 12 932 −28,11 1 515 −29,21
2025-08-08 13F Tortoise Investment Management, LLC 0 −100,00 0
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 0 −100,00 0
2025-07-29 13F Consilio Wealth Advisors, Llc 2 011 −12,45 235 −15,83
2025-05-15 13F Concorde Asset Management, LLC 0 −100,00 0
2025-08-14 13F Mission Creek Capital Partners, Inc. 4 482 −3,20 525 −6,25
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 27 554 −2,79 3 228 −5,97
2025-07-29 13F Sowa Financial Group, Inc. 22 841 −15,21 3 −33,33
2025-08-04 13F Creative Financial Designs Inc /adv 523 −5,25 61 −7,58
2025-07-23 13F Nbt Bank N A /ny 9 674 −0,22 1 134 −3,49
2025-08-07 13F CSM Advisors, LLC 0 −100,00 0
2025-07-31 13F Keystone Financial Planning, Inc. 30 144 −3,20 3 532 −6,36
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 249 621 −3,87 29 755 −5,39
2025-04-16 13F Caldwell Securities, Inc 0 −100,00 0
2025-08-08 13F Creative Planning 181 909 −9,95 21 314 −12,89
2025-07-30 13F Townsend & Associates, Inc 355 629 −4,69 42 640 2,55
2025-07-31 13F Gallagher Capital Advisors, LLC 18 514 −39,43 2 221 −40,03
2025-08-13 13F Walleye Trading LLC Call 0 −100,00 0
2025-08-07 13F Birchcreek Wealth Management, LLC 3 473 −1,61 407 −4,92
2025-07-28 13F Rik Saylor Financial, Inc. 3 637 −0,16 426 −3,40
2025-07-25 13F Hazlett, Burt & Watson, Inc. 77 −73,99 0
2025-07-10 13F Focus Financial Network, Inc. 5 366 −0,76 629 −3,98
2025-08-08 13F Compass Wealth Management LLC 0 −100,00 0
2025-08-06 13F True Wealth Design, LLC 482 −15,73 56 −18,84
2025-07-21 13F Crews Bank & Trust 17 537 −7,10 2 055 −10,15
2025-07-28 13F Allianz Asset Management GmbH 0 −100,00 0
2025-07-18 13F Naples Global Advisors, Llc 3 617 −1,90 424 −5,16
2025-07-16 13F Investment Partners Asset Management, Inc. 5 635 −0,05 660 −3,23
2025-07-22 13F Coastal Investment Advisors, Inc. 1 845 −8,39 216 −11,11
2025-08-05 13F BEAM Asset Management, LLC 0 −100,00 0
2025-08-13 13F Allie Family Office LLC 0 −100,00 0
2025-07-18 13F Vicus Capital 3 861 −3,98 452 −7,19
2025-07-31 13F Moloney Securities Asset Management, LLC 16 285 −0,02 1 908 −3,25
2025-05-15 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0 −100,00
2025-07-14 13F Park Avenue Securities Llc 0 −100,00 0
2025-07-15 13F Shulman DeMeo Asset Management LLC 34 169 −0,26 4 004 −3,52
2025-08-18 13F N.E.W. Advisory Services LLC 0 −100,00 0
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-14 13F Horizon Investments, LLC 1 076 −31,03 126 −32,98
2025-08-04 13F Assetmark, Inc 606 −3,81 71 −6,58
2025-07-08 13F Little House Capital Llc 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 332 253 −2,44 38 950 −5,61
2025-08-04 13F Integrity Alliance, Llc. 2 508 −64,47 294 −65,69
2025-08-14 13F Aqr Capital Management Llc 3 280 −35,01 384 −37,15
2025-05-12 13F Evernest Financial Advisors, LLC 0 −100,00 0
2025-08-15 13F Northeast Financial Consultants Inc 28 556 −0,59 3 346 −3,85
2025-08-12 13F Coldstream Capital Management Inc 3 648 −4,45 427 −7,58
2025-08-05 13F Bank of New York Mellon Corp 6 069 −76,46 711 −77,23
2025-07-09 13F Berkshire Bank 11 094 −2,67 1 300 −5,87
2025-08-12 13F White Pine Capital Llc 9 405 −0,90 1 102 −4,18
2025-07-16 13F Signaturefd, Llc 61 −68,72 7 −69,57
2025-05-15 13F Alexis Investment Partners, LLC 0 −100,00 0
2025-08-08 13F ProVise Management Group, LLC 14 194 −0,08 1 663 −3,31
2025-08-18 13F Wolverine Trading, Llc Put 0 −100,00 0 −100,00
2025-08-06 13F Adviser Investments LLC 0 −100,00 0
2025-08-12 13F Financial Advocates Investment Management 4 053 −69,34 475 −70,39
2025-08-12 13F Global Retirement Partners, LLC 50 922 −2,32 5 966 1,95
2025-08-14 13F Betterment LLC 0 −100,00 0
2025-07-14 13F Armstrong Advisory Group, Inc 8 334 −55,02 976 −53,05
2025-09-12 13F/A Valeo Financial Advisors, LLC 26 945 −85,19 3 157 −7,74
2025-08-19 13F National Asset Management, Inc. 4 921 −28,00 577 −24,90
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 12 581 −8,83 1 474 −11,79
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-11 13F Farrow Financial Inc. 38 346 −1,23 4 493 −4,44
2025-07-30 13F Patten Group, Inc. 9 280 −4,48 1 087 −7,57
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-05 13F Magnolia Capital Advisors Llc 2 258 −21,65 265 −24,36
2025-05-05 13F Wealth Alliance 0 −100,00 0
2025-07-28 13F Perfromance Wealth Partners, LLC 2 148 −1,78 252 −4,92
2025-08-14 13F Great Valley Advisor Group, Inc. 0 −100,00 0
2025-08-11 13F United Capital Financial Advisers, Llc 14 090 −0,23 1 651 −3,51
2025-07-23 13F Lakeshore Capital Group, Inc. 25 812 −15,62 3 024 −18,38
2025-08-12 13F BlackRock, Inc. 663 655 −0,79 77 760 −4,03
2025-07-25 13F Sequoia Financial Advisors, LLC 3 602 −2,83 422 −6,01
2025-07-18 13F Woodward Diversified Capital, Llc 0 −100,00 0
2025-08-07 13F Brio Consultants, LLC 0 −100,00 0 −100,00
2025-05-05 13F Conservest Capital Advisors, Inc. 0 −100,00 0 −100,00
2025-07-10 13F Shira Ridge Wealth Management 3 236 −9,18 379 −12,06
2025-08-12 13F Nemes Rush Group LLC 0 −100,00 0
2025-04-23 13F Fourth Dimension Wealth, LLC 0 −100,00 0
2025-05-13 13F Heck Capital Advisors, LLC 0 −100,00 0 −100,00
2025-08-05 13F Tiaa Trust, National Association 3 119 −2,47 365 −5,68
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 16 854 −2,10 1 975 −5,32
2025-07-29 13F Stratos Wealth Partners, LTD. 16 971 −2,37 1 989 −5,56
2025-07-18 13F Marino, Stram & Associates Llc 1 946 −2,06 228 −5,42
2025-08-14 13F Note Advisors, LLC 2 511 −0,91 294 −3,92
2025-08-06 13F Round Rock Advisors, LLC 2 227 −0,04 261 −3,35
2025-08-08 13F Mv Capital Management, Inc. 10 526 −1,61 1 233 −4,79
2025-05-12 13F True North Advisors, LLC 0 −100,00 0
2025-08-06 13F Vestmark Advisory Solutions, Inc. 2 550 −14,37 299 −17,22
2025-07-14 13F Baring Financial LLC 5 250 −1,32 615 −4,50
2025-07-09 13F Wolff Financial Management Llc 32 187 −1,32 4 0,00
2025-07-29 13F Calamos Wealth Management LLC 7 555 −88,65 885 −89,02
2025-08-05 13F Strategic Financial Concepts, LLC 0 −100,00 0
2025-08-13 13F Cresset Asset Management, LLC 15 925 −1,70 1 866 −4,89
2025-08-13 13F Rsm Us Wealth Management Llc 16 674 −7,48 1 954 −10,49
2025-05-21 13F McAdam, LLC 0 −100,00 0
2025-07-18 13F SOA Wealth Advisors, LLC. 13 190 −12,52 1 546 −15,39
2025-08-01 13F Transcend Wealth Collective, Llc 18 061 −0,25 2 116 −3,51
2025-07-10 13F Peoples Bank/KS 0 −100,00 0
2025-08-14 13F Oxford Financial Group Ltd 835 −45,60 98 −47,57
2025-08-01 13F Auto-Owners Insurance Co 23 800 −91,74 2 789 −93,23
2025-08-12 13F SRS Capital Advisors, Inc. 11 079 −1,32 1 298 −4,49
2025-07-16 13F Register Financial Advisors LLC 1 120 −1,23 131 −4,38
2025-05-13 13F Measured Risk Portfolios, Inc. 0 −100,00 0
2025-07-29 13F International Assets Investment Management, Llc 1 772 −1,99 208 −5,05
2025-08-05 13F Sigma Planning Corp 54 812 −6,76 6 422 −9,79
2025-08-01 13F Ashton Thomas Private Wealth, LLC 3 419 −4,28 401 −7,41
2025-07-29 NP ETFCX - North Square Tactical Growth Fund Class C 0 −100,00 0 −100,00
2025-08-04 13F IFG Advisory, LLC 27 591 −7,37 3 233 −10,40
2025-07-07 13F RDA Financial Network 13 213 −1,97 1 548 −5,15
2025-07-30 13F Whittier Trust Co Of Nevada Inc 19 306 −0,22 2 262 −3,46
2025-08-04 13F Clear Investment Research, Llc 497 −6,40 58 −9,37
2025-08-14 13F UBS Group AG 1 419 370 −0,52 166 308 −3,76
2025-08-13 13F StoneX Group Inc. 42 195 −1,66 4 944 −4,87
2025-05-09 13F NewEdge Wealth, LLC 0 −100,00 0
2025-08-08 13F SBI Securities Co., Ltd. 242 909 −0,33 28 462 −3,58
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-07-17 13F Janney Capital Management LLC 43 393 −0,60 5 0,00
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