Grunnleggende statistikk
| Institusjonelle eiere | 388 total, 388 long only, 0 short only, 0 long/short - change of −0,51% MRQ |
| Gjennomsnittlig porteføljeallokering | 0.4663 % - change of −16,63% MRQ |
| Institusjonelle aksjer (Long) | 93 621 133 (ex 13D/G) - change of −45,89MM shares −32,89% MRQ |
| Institusjonell verdi (Long) | $ 1 783 220 USD ($1000) |
Institusjonelt eierskap og aksjonærer
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF (US:BSCP) har 388 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 93,621,133 aksjer. De største aksjonærene inkluderer LPL Financial LLC, Lido Advisors, LLC, Morgan Stanley, Wells Fargo & Company/mn, Bank Of America Corp /de/, Invesco Ltd., Raymond James Financial Inc, MAI Capital Management, Laurel Wealth Advisors LLC, and UBS Group AG .
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF (NasdaqGM:BSCP) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.
The share price as of September 12, 2025 is 20,72 / share. Previously, on September 12, 2024, the share price was 20,65 / share. This represents an increase of 0,34% over that period.
Fondssentiment-score
Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.
Oppdateringsfrekvens: Daglig
Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.
Institusjonell Put/Call-forhold
I tillegg til å rapportere standard aksje- og gjeldsemisjoner må institusjoner med mer enn 100 millioner kroner i forvaltningskapital også oppgi beholdningen av put- og callopsjoner. Siden put-opsjoner generelt indikerer et negativt sentiment, og call-opsjoner indikerer et positivt sentiment, kan vi få et inntrykk av det generelle institusjonelle sentimentet ved å plotte forholdet mellom put- og call-opsjoner. Diagrammet til høyre viser det historiske forholdet mellom put- og call-opsjoner for dette instrumentet.
Ved å bruke Put/Call-forholdet som en indikator på investorsentimentet kan man overvinne en av de viktigste svakhetene ved å bruke totalt institusjonelt eierskap, nemlig at en betydelig andel av forvaltningskapitalen investeres passivt for å følge indekser. Passivt forvaltede fond kjøper vanligvis ikke opsjoner, slik at indikatoren for put/call-forhold i større grad gjenspeiler stemningen i aktivt forvaltede fond.
13F- og NPORT-arkiveringer
Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.
Oppgrader
for å låse opp premiedata og eksportere til Excel. 
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| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17 525 | 0,21 | 0 | |||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 74 820 | −1,73 | 1 547 | −1,72 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 197 547 | 0,89 | 4 085 | 0,89 | ||||
| 2025-05-13 | 13F | Camelot Portfolios, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 262 060 | −2,84 | 5 419 | −2,83 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 153 460 | 5,66 | 3 174 | 5,66 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 898 035 | −15,13 | 18 571 | −15,14 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 59 861 | −7,68 | 1 239 | −7,61 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 40 717 | 842 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 822 246 | −2,65 | 17 004 | −2,65 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 34 610 | −32,39 | 716 | −32,42 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 19 515 | −70,51 | 404 | −70,54 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 3 769 | −5,52 | 78 | −6,10 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 15 493 | −3,13 | 320 | −3,03 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 12 403 | 0,00 | 256 | 0,00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 29 995 | 3,65 | 620 | 3,68 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 88 907 | 1 841 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 257 303 | 7,06 | 26 006 | 7,06 | ||||
| 2025-07-28 | 13F | Tlwm | 1 207 241 | 0,83 | 24 966 | 0,83 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 66 910 | 2,93 | 1 384 | 2,90 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 98 841 | −70,34 | 2 044 | −70,34 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 14 510 | 0,00 | 301 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 438 558 | 13,09 | 9 069 | 13,09 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 61 134 | 58,65 | 1 264 | 58,79 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 522 425 | −1,39 | 10 804 | −1,39 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 12 147 | 0,00 | 251 | 0,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 30 260 | −71,39 | 626 | −71,42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9 117 | −72,87 | 189 | −72,91 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 38 814 | 5,66 | 803 | 5,67 | ||||
| 2025-05-08 | 13F | HHM Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 473 014 | −30,95 | 10 | −35,71 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 68 937 | −2,01 | 1 426 | −1,99 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 303 166 | 1,01 | 6 269 | 1,02 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 553 392 | −0,11 | 11 444 | −0,10 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 26 016 | −3,74 | 538 | −3,58 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 25 122 | 68,98 | 520 | 69,06 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 500 | −27,59 | 217 | −27,42 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 10 406 | −42,87 | 215 | −42,82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 845 769 | −9,44 | 79 531 | −9,44 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 642 204 | 2,81 | 13 281 | 2,81 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 393 149 | −16,23 | 70 170 | −16,23 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 161 234 | 3,19 | 3 334 | 3,19 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 85 453 | 100,66 | 1 767 | 100,80 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 71 671 | −5,65 | 1 482 | −5,61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 15 561 | −30,17 | 322 | −30,22 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 3 383 | 0,00 | 70 | 0,00 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 56 218 | 6,57 | 1 163 | 6,61 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 157 295 | −7,40 | 3 253 | −7,40 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 93 312 | −3,98 | 1 930 | −3,98 | ||||
| 2025-08-14 | 13F | Comerica Bank | 73 839 | −1,71 | 1 527 | −1,74 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 2 593 | −14,39 | 54 | −14,52 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 238 939 | −14,08 | 4 941 | −14,07 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 10 174 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 61 738 | −14,17 | 1 | 0,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 23 989 | −6,72 | 496 | −6,59 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 71 656 | −4,64 | 1 482 | −4,64 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 63 773 | −14,72 | 1 319 | −14,75 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 36 416 | −3,10 | 753 | −1,95 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 73 | 0,00 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 670 852 | 13 873 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 20 160 | −6,84 | 417 | −6,94 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 26 795 | −4,50 | 554 | −4,48 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 9 010 | 186 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 19 781 | −1,85 | 409 | −1,68 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 23 779 | 37,77 | 492 | 37,92 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 299 375 | 4,08 | 6 191 | 4,09 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 49 764 | −0,18 | 1 030 | −0,19 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 37 126 | 0,00 | 768 | 0,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 523 | 0,00 | 31 | 0,00 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 73 706 | 1 524 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 58 877 | −22,69 | 1 218 | −22,68 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 31 455 | −5,13 | 650 | −5,11 | ||||
| 2025-05-12 | 13F | AMJ Financial Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 24 864 | 2,67 | 514 | 2,80 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 23 581 | −42,70 | 488 | −42,77 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 632 | 0,62 | 34 | 0,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 622 | 0 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 755 333 | 15 620 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 25 045 | −5,09 | 518 | −4,95 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 35 325 | 4,14 | 731 | 4,14 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 14 665 | −18,49 | 303 | −18,55 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 355 530 | 62,45 | 7 | 75,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 222 475 | −1,47 | 4 601 | −1,48 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 13 923 | 0,28 | 288 | 0,00 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 52 146 | −3,70 | 1 078 | −3,66 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 52 867 | 17,89 | 1 093 | 17,91 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 331 790 | −22,18 | 6 861 | −22,18 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 816 | −47,25 | 162 | −47,39 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 301 | −53,12 | 6 | −53,85 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 35 946 | 225,83 | 743 | 225,88 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 136 987 | −4,92 | 2 833 | −4,93 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 21 957 | 3,56 | 454 | 3,89 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 561 256 | −1,58 | 12 | 0,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 369 642 | 0,96 | 28 324 | 0,96 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 211 377 | −16,96 | 4 427 | −15,90 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 37 631 | −2,27 | 778 | −2,26 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 310 149 | 1 717,90 | 112 | −95,77 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 19 245 | −9,51 | 398 | −9,57 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 21 096 | 0,00 | 436 | 0,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 41 332 | −3,83 | 856 | −3,72 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52 426 | −67,80 | 1 084 | −67,80 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12 036 | 0,00 | 249 | 0,00 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 1 232 275 | −39,99 | 25 483 | −39,99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 277 429 | −11,89 | 47 097 | −11,89 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 80 355 | −1,65 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 19 825 | 0,00 | 410 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 243 006 | 53,44 | 5 025 | 53,44 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 700 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 437 767 | −1,89 | 9 053 | −1,89 | ||||
| 2025-04-25 | 13F | Westside Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 32 059 | −86,83 | 663 | −86,85 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 80 158 | 23,34 | 1 658 | 23,38 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 200 | 0,00 | 45 | 0,00 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 978 796 | 3,14 | 20 241 | 3,14 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 20 960 | −2,64 | 433 | −2,70 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 13 605 | 281 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17 058 | 10,87 | 0 | |||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 971 428 | −0,96 | 20 089 | −0,96 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 1 083 748 | 22 379 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 24 992 | 0,00 | 517 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 311 042 | −2,69 | 27 113 | −2,69 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 601 626 | −10,59 | 12 442 | −10,59 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 179 148 | −11,02 | 3 705 | −11,03 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 488 553 | −28,78 | 10 103 | −28,78 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 28 231 | −39,06 | 584 | −39,14 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 47 811 | −12,08 | 989 | −12,10 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 55 256 | −9,75 | 1 143 | −9,79 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 19 376 | −55,37 | 401 | −55,41 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1 388 446 | −5,12 | 28 713 | −5,12 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 28 524 | −53,61 | 590 | −53,66 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 13 797 | 0,29 | 285 | 0,35 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 23 731 | −50,88 | 491 | −50,95 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 682 309 | −12,27 | 76 150 | −12,27 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 977 | 20 | ||||||
| 2025-08-05 | 13F | Sensible Money, LLC | 26 668 | 0,08 | 552 | 0,00 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 215 629 | −25,05 | 4 459 | −25,05 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 48 536 | 1,06 | 1 004 | 1,01 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 47 094 | 7,36 | 974 | 7,28 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 1 012 601 | −23,97 | 20 941 | −23,97 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 12 354 | 0,00 | 255 | 0,00 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 53 579 | 0,00 | 1 108 | 0,00 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 113 714 | 1,06 | 2 352 | 1,03 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 37 795 | 9,05 | 782 | 9,08 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 11 350 | 235 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 456 | 0,00 | 9 | 0,00 | ||||
| 2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 120 426 | −19,80 | 2 490 | −19,81 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 14 178 | −0,92 | 293 | −0,68 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1 189 152 | −49,58 | 24 651 | −49,46 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 224 768 | −49,19 | 5 | −55,56 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 27 248 | −52,40 | 1 | −100,00 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1 010 | 0,00 | 21 | 0,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 57 796 | −16,44 | 1 195 | −16,43 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 55 968 | 0,00 | 1 157 | 0,00 | ||||
| 2025-07-09 | 13F | St. Louis Financial Planners Asset Management, LLC | 478 128 | 28,81 | 9 888 | 28,80 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 12 515 | 259 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 640 690 | 2,98 | 33 929 | 2,98 | ||||
| 2025-07-31 | 13F | United Community Bank | 5 800 | 0,00 | 120 | 0,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 598 265 | 12 372 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 49 758 | 44,42 | 1 029 | 44,52 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 23 988 | 496 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 86 363 | −0,52 | 1 786 | −0,56 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 620 827 | 0,39 | 12 839 | 0,38 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 66 580 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 659 598 | −37,11 | 14 | −38,10 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 62 235 | 12,08 | 1 287 | 12,11 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 25 623 | −29,29 | 530 | −29,37 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 8 331 | −20,90 | 172 | −20,74 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 206 714 | 0,98 | 4 275 | 0,97 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 90 253 | 2,75 | 1 866 | 2,75 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 10 729 | 222 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 617 314 | 3,02 | 12 766 | 3,02 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 57 959 | −1,91 | 1 199 | −1,88 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 325 446 | −3,56 | 6 730 | −3,55 | ||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 2 050 | −0,68 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 102 382 | 0,00 | 2 117 | 0,00 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 52 992 | −14,09 | 1 095 | −14,05 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15 231 | −1,92 | 315 | −2,18 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 354 080 | 4,38 | 7 322 | 4,38 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 19 324 | 400 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 10 600 | 219 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 273 | 1,11 | 6 | 0,00 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 114 187 | −6,32 | 2 361 | −6,31 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 357 194 | −7,51 | 48 747 | −7,51 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 15 709 | 0,00 | 325 | 0,00 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 125 873 | 1,18 | 2 603 | 1,21 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 20 749 | −78,32 | 429 | −78,31 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 487 732 | −1,93 | 10 086 | −1,93 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2 825 354 | 15,89 | 58 428 | 15,89 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 55 551 | 9,81 | 1 149 | 9,75 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 11 519 | −9,74 | 238 | −9,51 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 71 488 | −0,65 | 1 478 | −0,67 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 19 872 | −42,16 | 411 | −42,25 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 84 095 | −35,75 | 1 739 | −35,74 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 111 226 | −7,64 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 209 020 | −0,21 | 4 323 | −0,21 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 41 890 | −2,34 | 866 | −2,37 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13 292 | −25,37 | 275 | −25,54 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 42 595 | −26,29 | 880 | −26,24 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 116 610 | −0,49 | 2 412 | −0,50 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 121 585 | −4,92 | 2 514 | −4,92 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 704 094 | −0,29 | 14 561 | −0,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 23 520 | 153,04 | 486 | 153,13 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 594 | 0,00 | 157 | 0,00 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 450 510 | 6,73 | 9 317 | 6,72 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 140 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 351 084 | −8,91 | 7 260 | −8,91 | ||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 13 977 | 3,29 | 289 | 3,58 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 20 515 | −0,23 | 424 | −0,24 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 9 770 | 0,00 | 202 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15 558 | −79,35 | 322 | −79,40 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 235 | −13,33 | 26 | −13,79 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 95 493 | −0,62 | 1 975 | −0,65 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 85 071 | 238,63 | 1 759 | 238,92 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 23 747 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 52 108 | 1,10 | 1 078 | 1,13 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 545 724 | 6,32 | 11 286 | 6,32 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 121 553 | −1,00 | 2 514 | −1,02 | ||||
| 2025-04-10 | 13F | Chesley Taft & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 32 655 | −3,03 | 675 | −3,02 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Ellevest, Inc. | 115 524 | 4,06 | 2 389 | 4,10 | ||||
| 2025-04-08 | 13F | S.E.E.D. Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 18 199 | 22,71 | 0 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 310 640 | 2,33 | 6 424 | 2,34 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 23 759 | 0,00 | 491 | 0,00 | ||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 4 099 | 0,00 | 85 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 420 | −54,35 | 9 | −55,56 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 49 612 | −27,83 | 1 026 | −27,87 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 772 | 119 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 770 | 99 | ||||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 413 094 | −1,08 | 8 543 | −1,09 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 225 886 | −13,58 | 4 671 | −13,58 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 13 566 | 0,00 | 281 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 464 218 | −19,94 | 9 599 | −20,13 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 26 552 | −25,52 | 549 | −25,41 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 167 211 | 68,00 | 3 458 | 67,98 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 14 245 | −98,75 | 295 | −98,75 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 132 258 | 795,94 | 2 735 | 796,72 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 31 330 | 649 | ||||||
| 2025-05-13 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 35 324 | −24,13 | 730 | −24,12 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 125 031 | 1,93 | 2 586 | 1,93 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 11 036 | 5,81 | 228 | 6,05 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 390 308 | 0,00 | 8 072 | 0,00 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 176 763 | 19,82 | 3 655 | 19,84 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35 198 | 0,38 | 728 | 0,41 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 19 915 | −3,33 | 412 | −3,52 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 34 005 | −6,79 | 703 | −6,76 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 28 976 | −28,01 | 599 | −28,00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 28 968 | 3,29 | 599 | 3,45 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 30 856 | 638 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 46 819 | −0,79 | 968 | −0,72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 586 513 | −0,36 | 12 129 | −0,36 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1 980 | 0,00 | 41 | 0,00 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 41 402 | −8,28 | 856 | −8,35 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 12 092 | 21,02 | 250 | 21,36 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 939 | −90,36 | 19 | −90,55 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 300 089 | 2,02 | 6 206 | 2,02 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 1 820 | 0,00 | 38 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 54 347 | 12,42 | 1 124 | 12,53 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1 736 | 0,00 | 36 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 000 | −16,67 | 103 | −16,94 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 17 919 | 5,70 | 371 | 5,71 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 180 387 | −23,08 | 3 730 | −23,08 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 280 990 | 1,31 | 6 | 0,00 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 164 | 1,07 | 45 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 184 162 | −16,54 | 3 808 | −16,55 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 127 850 | −14,75 | 2 644 | −14,77 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 14 099 | 13,41 | 292 | 13,23 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 55 | 1 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 36 072 | −4,10 | 746 | −4,12 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 256 | 0,00 | 88 | 0,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 251 558 | 9,41 | 5 202 | 9,42 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 26 929 | 0,00 | 557 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 452 490 | −5,11 | 9 357 | −5,11 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 133 652 | −60,24 | 2 764 | −60,25 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 69 811 | −5,72 | 1 444 | −5,75 | ||||
| 2025-06-27 | NP | OASDX - Oakhurst Strategic Defined Risk Fund Institutional Class | 98 447 | 0,00 | 2 037 | 0,05 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20 300 | 7,80 | 420 | 7,71 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 37 971 | −94,75 | 785 | −94,75 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 670 852 | −4,42 | 13 873 | −4,42 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 10 320 | −81,63 | 213 | −81,65 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 24 524 | −2,01 | 507 | −1,93 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 114 435 | −7,29 | 2 367 | −7,29 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 35 867 | 0,04 | 742 | 0,13 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 341 869 | 9,05 | 7 073 | 9,17 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 196 553 | 6,95 | 4 065 | 6,95 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 418 | 0,00 | 9 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 70 468 | 1 457 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 36 612 | −0,10 | 757 | 0,13 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 557 | −8,24 | 12 | −8,33 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 1 420 | 216 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 35 162 | 727 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 46 990 | −88,19 | 972 | −88,20 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 9 762 | −36,68 | 202 | −36,79 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 359 | 28 | ||||||
| 2025-08-12 | 13F | Kaye Capital Management | 326 771 | −45,04 | 6 758 | −45,04 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 101 076 | −0,06 | 2 090 | −0,05 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 34 742 | −30,48 | 718 | −30,49 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4 691 419 | −88,35 | 97 020 | −88,35 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 49 617 | 1 026 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 168 373 | −5,00 | 3 482 | −5,02 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 9 898 | 205 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 14 408 | 0,14 | 298 | 0,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 794 331 | −37,94 | 16 | −38,46 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 107 505 | −1,98 | 2 223 | −1,98 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 175 973 | 2,14 | 3 639 | 2,16 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 19 300 | 0,00 | 399 | 0,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 375 | 1,63 | 8 | 0,00 | ||||
| 2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 332 732 | 5,51 | 6 881 | 5,51 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 2 071 | −71,73 | 43 | −72,19 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 18 452 | 0,00 | 382 | 0,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 326 771 | 6 758 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 863 | 39 | ||||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 51 034 | −16,95 | 1 055 | −16,93 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 2 902 | 0,00 | 60 | 0,00 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 78 114 | 3,90 | 1 615 | 3,93 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 656 487 | −7,90 | 13 576 | −7,90 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 124 055 | −3,43 | 2 565 | −3,43 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 41 539 | −10,35 | 859 | −10,33 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2 000 | 0,00 | 41 | 0,00 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 50 442 | −1,74 | 1 043 | −1,70 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 48 412 | −0,49 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 30 601 | 135,99 | 633 | 135,82 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 39 882 | 187,85 | 825 | 188,11 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 10 500 | 0,00 | 217 | 0,00 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 30 497 | 45,86 | 631 | 46,17 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 49 755 | 11,18 | 1 029 | 11,14 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 28 052 | 86,13 | 580 | 86,50 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 211 481 | −68,21 | 4 373 | −68,21 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 12 099 | 3,52 | 250 | 3,73 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 9 689 | 0,00 | 200 | 0,00 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 353 752 | −3,47 | 7 316 | −3,43 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 252 986 | −5,93 | 5 237 | −5,84 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 11 285 | −37,06 | 233 | −37,03 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 654 920 | 17,71 | 13 544 | 17,71 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 67 517 | 89,60 | 1 396 | 89,67 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 11 632 | −2,50 | 241 | −2,44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28 310 | −30,16 | 585 | −30,19 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 140 560 | 1,34 | 2 907 | 1,32 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 12 181 | 0,00 | 252 | 0,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 47 820 | 11,46 | 989 | 11,39 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 196 333 | 1,97 | 4 060 | 1,98 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 35 049 | 10,01 | 725 | 10,03 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 62 874 | −74,88 | 1 300 | −74,88 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 94 589 | −4,06 | 1 956 | −4,02 | ||||
| 2025-04-22 | 13F | Woodmont Investment Counsel Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 47 116 | −19,43 | 974 | −19,44 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 103 013 | −12,71 | 2 130 | −12,70 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 10 000 | 0,00 | 207 | 0,00 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 61 055 | −12,24 | 1 263 | −12,24 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 193 491 | 17,35 | 4 001 | 17,37 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 30 262 | −43,68 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 36 041 | −28,02 | 745 | −28,02 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Shayne & Co., Llc | 26 325 | 0,00 | 544 | 0,00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 343 672 | 0,77 | 7 107 | 0,78 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 174 758 | 3,55 | 3 614 | 3,52 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 554 502 | 363,04 | 11 467 | 363,13 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 13 096 | −2,64 | 271 | −2,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14 470 | 573,02 | 299 | 579,55 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 65 336 | −3,38 | 1 351 | −3,36 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 49 | 1 | ||||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 488 | −5,88 | 31 | −6,25 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 177 423 | 18,75 | 3 669 | 18,78 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 95 980 | −15,44 | 1 985 | −15,47 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 11 010 | −1,70 | 228 | −1,73 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 45 180 | 0,00 | 934 | 0,00 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 88 611 | 105,22 | 1 838 | 105,94 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 195 377 | −17,95 | 4 049 | −17,77 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 160 924 | −1,14 | 3 328 | −1,16 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 86 407 | −8,22 | 1 787 | −8,22 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 65 655 | −16,06 | 1 358 | −16,08 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 27 857 | −14,60 | 576 | −14,54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 31 257 | 3,60 | 646 | 3,69 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 209 277 | −4,02 | 4 328 | −4,02 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 38 988 | 0,00 | 806 | 0,00 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 109 647 | −2,88 | 2 268 | −2,87 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 748 597 | −8,17 | 56 841 | −8,18 | ||||
| 2025-07-18 | NP | IPSAX - IPS Strategic Capital Absolute Return Fund Institutional Class Shares | 514 021 | 1,01 | 10 630 | 1,01 | ||||
| 2025-05-16 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 25 725 | 0,39 | 532 | 0,38 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 133 882 | −3,83 | 2 769 | −3,82 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 233 353 | −0,29 | 4 826 | −0,29 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 234 766 | 8,63 | 26 | 8,70 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 171 498 | 3 548 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 037 356 | 13,07 | 21 453 | 13,07 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 25 731 | −11,04 | 532 | −11,04 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 27 095 | 0,64 | 560 | 0,72 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 40 876 | 1,46 | 845 | 1,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 357 842 | 4,38 | 131 480 | 4,38 | ||||
| 2025-05-13 | 13F | Cookson Peirce & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 423 485 | −3,86 | 8 758 | −3,86 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 709 | −49,82 | 15 | −51,72 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 9 891 | −0,94 | 205 | −0,97 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 45 386 | −59,94 | 939 | −59,95 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 483 | 0,00 | 10 | 0,00 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 12 538 | −0,79 | 259 | −0,77 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 14 242 | 295 | ||||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Accent Capital Management, LLC | 0 | −100,00 | 0 |
