Grunnleggende statistikk
Institusjonelle eiere | 526 total, 526 long only, 0 short only, 0 long/short - change of −1,68% MRQ |
Gjennomsnittlig porteføljeallokering | 0.5347 % - change of −6,64% MRQ |
Institusjonelle aksjer (Long) | 55 608 720 (ex 13D/G) - change of −3,72MM shares −6,27% MRQ |
Institusjonell verdi (Long) | $ 4 759 074 USD ($1000) |
Institusjonelt eierskap og aksjonærer
First Trust Exchange-Traded Fund - First Trust Capital Strength ETF (US:FTCS) har 526 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 55,608,720 aksjer. De største aksjonærene inkluderer LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/mn, Bank Of America Corp /de/, UBS Group AG, Cetera Investment Advisers, Advisor Group Holdings, Inc., Royal Bank Of Canada, and Envestnet Asset Management Inc .
First Trust Exchange-Traded Fund - First Trust Capital Strength ETF (NasdaqGM:FTCS) 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 9, 2025 is 92,86 / share. Previously, on September 10, 2024, the share price was 89,60 / share. This represents an increase of 3,64% 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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Independent Advisor Alliance | 2 821 | −3,29 | 256 | −1,92 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 88 362 | −25,45 | 8 031 | −24,41 | ||||
2025-08-08 | 13F | Creative Planning | 80 102 | −33,43 | 7 281 | −32,51 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Blackhawk Capital Partners LLC. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 110 | −65,62 | 10 | −67,86 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 26 205 | −0,22 | 2 382 | 1,15 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 221 458 | 0,41 | 20 128 | 1,81 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Centennial Bank/AR/ | 320 | 0,00 | 29 | 3,57 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 6 720 | −1,32 | 611 | 0,00 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 423 608 | −10,19 | 38 502 | −8,93 | ||||
2025-08-14 | 13F | Clg Llc | 7 136 | −5,62 | 649 | −4,28 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 87 366 | −14,71 | 7 941 | −13,53 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 141 009 | −18,54 | 104 | −17,60 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 29 193 | −0,21 | 2 653 | 1,18 | ||||
2025-04-30 | 13F | Greenleaf Trust | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 59 898 | −24,43 | 5 444 | −23,38 | ||||
2025-07-07 | 13F | Greenfield Savings Bank | 2 219 | 202 | ||||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 8 639 | −10,93 | 785 | −9,67 | ||||
2025-05-12 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 101 470 | −1,47 | 9 223 | −0,10 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Trust Co Of Oklahoma | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 98 247 | 25,51 | 8 870 | 26,41 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 74 283 | 156,23 | 7 | 200,00 | ||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 36 363 | −6,01 | 3 305 | −4,70 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 3 821 | 7,97 | 347 | 9,46 | ||||
2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 154 | 0,00 | 105 | 0,97 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 78 824 | −13,69 | 7 164 | −12,48 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 2 270 | 206 | ||||||
2025-05-02 | 13F | Swp Financial Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | PFG Advisors | 92 476 | −17,91 | 8 405 | −16,77 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 2 654 | 0,00 | 241 | 1,69 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 3 120 | −32,47 | 286 | −28,93 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 2 225 | 202 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 100 339 | −0,57 | 9 120 | 0,82 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Forge Financial Services LLC | 34 912 | 0,07 | 3 133 | 0,16 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 29 512 | −0,17 | 2 682 | 1,21 | ||||
2025-08-15 | 13F | Puff Wealth Management, Llc | 8 143 | −20,84 | 740 | −19,74 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4 322 | 0,00 | 393 | 1,29 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9 290 | −1,23 | 844 | 0,12 | ||||
2025-08-11 | 13F | Capital Square, LLC | 8 457 | 0,17 | 769 | 1,59 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 91 492 | −12,44 | 8 316 | −11,22 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 42 697 | −8,11 | 3 881 | −6,84 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 4 612 | −4,69 | 419 | −3,23 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 406 | 41,03 | 219 | 43,42 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 21 374 | 0,19 | 1 943 | 1,57 | ||||
2025-08-14 | 13F | Mendel Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 270 | −4,68 | 570 | −3,40 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 58 656 | 13,49 | 5 331 | 15,09 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 38 | 0,00 | 3 | 0,00 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | City Holding Co | 11 338 | 8,05 | 1 030 | 9,57 | ||||
2025-08-12 | 13F | LPL Financial LLC | 8 139 650 | 6,20 | 739 813 | 7,68 | ||||
2025-08-04 | 13F | Spire Wealth Management | 8 466 | 0,45 | 769 | 1,85 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 568 | 0,00 | 52 | 2,00 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 10 928 | 0,00 | 993 | 1,43 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 13 852 | −9,01 | 1 259 | −7,70 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 19 750 | −36,78 | 1 795 | −35,89 | ||||
2025-08-14 | 13F | Mariner, LLC | 177 060 | 10,23 | 16 093 | 11,77 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 54 431 | −10,94 | 4 947 | −7,98 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 429 | 0,00 | 39 | 0,00 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 4 554 | −11,64 | 414 | −10,61 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 38 498 | −11,80 | 3 499 | −10,58 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 200 | 0,00 | 18 | 5,88 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 4 492 | 408 | ||||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 408 | 0,09 | 401 | 2,56 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 12 844 | 1 269,30 | 1 167 | 1 289,29 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 473 | 3,06 | 316 | 4,30 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4 478 | 407 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 37 174 | −2,29 | 3 379 | −0,94 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 5 826 | 2,84 | 530 | 4,34 | ||||
2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 7 531 | −3,83 | 684 | −2,43 | ||||
2025-07-28 | 13F | ForthRight Wealth Management, LLC | 20 859 | −5,56 | 1 896 | −4,24 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 20 858 | 1,54 | 1 924 | 7,79 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 275 | 0,00 | 25 | 4,17 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 0 | −100,00 | 0 | |||||
2025-04-14 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 111 891 | −2,55 | 10 170 | −1,20 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 200 | 18 | ||||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 316 | 10,23 | 210 | 11,70 | ||||
2025-07-14 | 13F | Strategic Planning Group, Llc | 15 924 | 8,77 | 1 447 | 10,29 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 20 243 | 9,72 | 2 | 0,00 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 19 894 | −0,93 | 1 808 | 2,55 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 141 165 | −3,94 | 103 720 | −2,61 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | LRI Investments, LLC | 100 | 0,00 | 9 | 12,50 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 1 570 | −3,92 | 143 | −2,74 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 110 940 | 1,75 | 10 083 | 3,17 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 450 | 0,00 | 41 | 0,00 | ||||
2025-08-14 | 13F | Fmr Llc | 32 666 | 10,96 | 2 969 | 12,55 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 258 284 | 0,23 | 23 475 | 1,63 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 | 0,00 | 0 | |||||
2025-08-05 | 13F | Key FInancial Inc | 141 | 0,00 | 13 | 0,00 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 279 | 25 | ||||||
2025-07-18 | 13F | Brueske Advisory Services, LLC | 40 386 | −6,28 | 3 671 | −4,97 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 166 979 | −16,93 | 22 125 | −4,78 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | L.m. Kohn & Company | 5 040 | −7,78 | 458 | −6,34 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 9 651 | 2,56 | 877 | 4,03 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 14 683 | −10,38 | 1 335 | −9,13 | ||||
2025-07-15 | 13F | tru Independence LLC | 153 760 | 2,27 | 13 975 | 3,70 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 438 | −6,29 | 403 | −4,95 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 36 211 | −5,90 | 3 291 | −4,58 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 674 700 | −4,44 | 61 324 | −3,11 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 52 386 | −24,87 | 4 761 | −23,82 | ||||
2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 19 517 | −1,30 | 1 774 | 0,06 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 4 024 | −31,69 | 366 | −30,87 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 3 028 | −3,26 | 275 | −1,79 | ||||
2025-08-07 | 13F | Allworth Financial LP | 9 183 | 9,22 | 835 | 13,78 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | First PREMIER Bank | 15 227 | −6,74 | 1 | 0,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 179 301 | 10,85 | 16 297 | 12,39 | ||||
2025-08-08 | 13F | Petix & Botte Co | 2 994 | 0,00 | 272 | 1,49 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 51 338 | −43,09 | 4 666 | −42,30 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 853 | −20,54 | 350 | −19,35 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 618 | 26,38 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 200 | −20,45 | 654 | −19,36 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 10 407 | 2,81 | 946 | 4,19 | ||||
2025-07-25 | 13F | Cypress Capital Group | 3 005 | −0,83 | 273 | 0,74 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16 927 | −3,97 | 1 538 | −2,60 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 800 | 0,00 | 73 | 1,41 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 4 041 | 394,61 | 367 | 402,74 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 8 006 | −22,24 | 728 | −21,15 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 102 652 | −4,30 | 9 330 | −2,97 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10 418 | 1,23 | 947 | 2,60 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 2 278 | −63,69 | 0 | |||||
2025-08-14 | 13F | Sequent Planning LLC | 17 181 | −0,46 | 1 562 | 0,90 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 2 412 | 0,00 | 219 | 1,39 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 170 | −58,94 | 15 | −59,46 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 93 354 | 1,36 | 8 485 | 2,77 | ||||
2025-08-12 | 13F | Intellus Advisors LLC | 57 367 | 1,41 | 5 214 | 2,84 | ||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 22 897 | 3,20 | 2 081 | 4,68 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 886 | 0,00 | 81 | 1,27 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 3 084 278 | −5,11 | 280 330 | −3,79 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 58 966 | 41,99 | 5 224 | 40,33 | ||||
2025-08-07 | 13F | Commerce Bank | 3 358 | 0,00 | 305 | 1,33 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 16 634 | −9,57 | 1 512 | −8,31 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17 536 | 272,39 | 1 594 | 52,29 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 200 | 0,00 | 18 | 0,00 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Elios Financial Group Inc. | 5 421 | 0,00 | 493 | 1,44 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Lynch & Associates/in | 9 637 | 26,25 | 876 | 27,92 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2 499 | −1,23 | 231 | 7,48 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 633 | 58 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 267 136 | 19,52 | 24 280 | 21,18 | ||||
2025-07-18 | 13F | Truist Financial Corp | 571 494 | 0,38 | 51 943 | 1,78 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 70 242 | 35,89 | 6 384 | 40,37 | ||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 16 924 | −6,27 | 1 538 | −4,94 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 53 051 | 76,34 | 4 822 | 78,82 | ||||
2025-08-08 | 13F | Gts Securities Llc | 13 076 | 484,53 | 1 188 | 494,00 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 896 | 35,96 | 81 | 52,83 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 241 107 | 5,92 | 21 914 | 7,40 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 462 525 | −0,30 | 132 929 | 1,09 | ||||
2025-05-01 | 13F | WealthTrust Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 38 494 | 18,20 | 3 499 | 19,84 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 114 088 | −3,15 | 10 370 | −1,80 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 48 | 0,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 009 | −5,42 | 455 | −4,01 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11 043 | 0,25 | 1 017 | 3,46 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 9 453 | 0,84 | 1 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 2 520 | −46,43 | 229 | −45,61 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 24 292 | −0,47 | 2 208 | 0,91 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5 198 | 472 | ||||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 37 225 | 1,49 | 3 383 | 2,92 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 52 057 | 0,21 | 4 732 | 1,61 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 4 456 | 0,00 | 405 | 1,50 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 59 679 | −1,19 | 5 424 | 0,18 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 21 387 | 3,59 | 1 944 | 5,03 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 29 758 | −46,05 | 2 705 | −45,31 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 59 378 | −7,20 | 5 397 | −5,91 | ||||
2025-04-28 | 13F | Keybank National Association/oh | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Eukles Asset Management | 29 | 0,00 | 3 | 0,00 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 29 050 | 1,61 | 2 640 | 3,04 | ||||
2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 294 790 | −0,33 | 26 793 | 1,06 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 322 546 | 78,88 | 29 316 | 81,38 | ||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 6 209 | 0,00 | 557 | 0,00 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 20 790 | 10,53 | 1 890 | 12,04 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 18 057 | −0,09 | 1 641 | 1,30 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Moneywise, Inc. | 9 227 | −24,24 | 839 | −23,19 | ||||
2025-07-24 | 13F | Cascade Investment Group, Inc. | 5 367 | 14,73 | 488 | 16,23 | ||||
2025-08-14 | 13F | Novus Advisors, Llc | 2 692 | 0,15 | 245 | 1,67 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 989 | 90 | ||||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 629 | 0,00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 327 863 | 1,79 | 29 799 | 3,21 | ||||
2025-08-12 | 13F | Accordant Advisory Group Inc | 200 | 0,00 | 18 | 5,88 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 19 594 | −3,48 | 1 781 | −2,14 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 21 472 | −0,84 | 1 952 | 0,57 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 20 011 | −6,25 | 1 819 | −4,97 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 29 527 | −11,19 | 2 684 | −8,08 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 4 423 | 0,00 | 402 | 1,52 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 3 969 | 361 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 44 802 | 168,92 | 4 072 | 172,74 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 46 810 | −0,22 | 4 255 | 1,17 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 29 052 | 2 641 | ||||||
2025-08-06 | 13F | SOUTH STATE Corp | 275 | −74,93 | 25 | −75,51 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 44 047 | 1,13 | 4 063 | 7,06 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 39 054 | 130,24 | 3 550 | 133,49 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 15 068 | −5,37 | 1 370 | −4,06 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 2 377 | −10,77 | 216 | −9,62 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5 797 | −0,29 | 527 | 0,96 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 13 064 | −14,62 | 1 187 | −13,42 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 3 260 | 0,00 | 296 | 1,37 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-23 | 13F | Sachetta, LLC | 255 | 0,00 | 23 | 4,55 | ||||
2025-07-31 | 13F | Peterson Wealth Services | 1 615 | 0,00 | 147 | 1,39 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 58 687 | −3,25 | 5 334 | −1,89 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 23 054 | 9,30 | 2 095 | 10,85 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5 318 | 0,00 | 483 | 1,47 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 47 384 | 4,37 | 4 307 | 5,82 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4 194 | −14,30 | 381 | −13,01 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 5 834 | 53,89 | 530 | 56,34 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 27 941 | −8,31 | 2 540 | −7,03 | ||||
2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 54 892 | −0,46 | 5 065 | 2,45 | ||||
2025-07-25 | 13F | Cwm, Llc | 31 709 | −11,37 | 3 | −33,33 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 3 941 | 358 | ||||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 50 298 | −16,95 | 4 572 | −15,79 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5 919 | −64,65 | 1 | −100,00 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 66 556 | 4,64 | 6 049 | 6,10 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 87 489 | −1,32 | 7 952 | 0,05 | ||||
2025-07-16 | 13F | American National Bank | 55 | 0,00 | 5 | 0,00 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 7 564 | 0,00 | 687 | 1,33 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9 635 | −12,95 | 1 | |||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 13 439 | 2,87 | 1 221 | 4,27 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 43 608 | −2,97 | 3 964 | −1,61 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 510 | −80,74 | 23 | −90,09 | ||||
2025-07-14 | 13F | Abound Wealth Management | 350 | 32 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 72 952 | 0,86 | 6 631 | 2,27 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 105 209 | 7,11 | 9 562 | 8,61 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 1 000 | 0,00 | 91 | 1,12 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 3 753 | 3,50 | 341 | 4,92 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 100 509 | −2,09 | 9 135 | −0,73 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 320 | 0,00 | 29 | 3,57 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 11 216 | −76,65 | 1 019 | −76,33 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 5 051 | −1,25 | 459 | 0,22 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 3 100 | 282 | ||||||
2025-05-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Strategic Equity Management | 3 104 | −46,03 | 282 | −45,24 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 2 837 | −50,14 | 258 | −49,61 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 160 932 | −6,26 | 14 627 | −4,95 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 4 062 | −12,87 | 369 | −11,51 | ||||
2025-04-09 | 13F | Schwab Charitable Fund | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2 231 | 203 | ||||||
2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 18 847 | 11,79 | 1 713 | 13,37 | ||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Envision Financial LLC | 24 932 | −5,14 | 2 266 | −3,78 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 4 052 | 0,00 | 368 | 1,38 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 58 464 | 7,65 | 5 308 | 9,11 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 68 187 | 491,75 | 6 198 | 500,48 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 3 336 | 0,00 | 299 | 0,00 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 8 467 | −0,54 | 770 | 0,79 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 45 009 | −6,41 | 4 091 | −5,13 | ||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 2 730 | −33,50 | 248 | −32,43 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 55 795 | 4,35 | 5 071 | 5,78 | ||||
2025-07-22 | 13F | Bank Hapoalim Bm | 85 000 | 0,00 | 8 | 0,00 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1 366 | −75,52 | 123 | −75,60 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 393 478 | −14,47 | 36 | −14,63 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 119 784 | −2,48 | 10 887 | −1,12 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 6 895 | 0,00 | 627 | 1,29 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4 709 | 1 046 | ||||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 612 | 237 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 2 666 | 0,00 | 242 | 1,68 | ||||
2025-08-08 | 13F | Beck Bode, LLC | 8 893 | −39,19 | 808 | −38,32 | ||||
2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 9 973 | −1,07 | 906 | 0,33 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 2 293 | 0,00 | 208 | 1,46 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 3 253 | 0,00 | 296 | 1,37 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 74 603 | 9,09 | 6 781 | 10,60 | ||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 12 354 | 13,25 | 1 130 | 15,54 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 6 294 | 0,00 | 576 | 5,88 | ||||
2025-08-11 | 13F | McDonough Capital Management, Inc | 2 639 | 0,00 | 240 | 1,27 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 7 128 | −3,39 | 648 | −2,12 | ||||
2025-07-09 | 13F | Triumph Capital Management | 49 510 | 5,67 | 4 500 | 7,14 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 6 164 | 0,00 | 560 | 1,45 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 51 | 5 | ||||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 135 | 0,00 | 12 | 0,00 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 27 | 0,00 | 2 | 0,00 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 11 771 | 6,57 | 1 070 | 7,98 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 429 | −3,05 | 4 583 | −1,69 | ||||
2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 368 348 | 21,93 | 33 | 22,22 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 26 963 | −1,54 | 2 451 | −0,16 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 40 988 | −3,46 | 3 725 | −2,10 | ||||
2025-08-12 | 13F | Inscription Capital, LLC | 7 447 | −31,41 | 677 | −27,23 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 19 759 | −29,18 | 1 796 | −28,20 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 53 457 | −97,61 | 4 859 | −97,57 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 29 286 | −0,68 | 2 662 | 0,68 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 4 931 | −0,26 | 452 | 1,81 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 18 651 | 1 695 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 23 304 | −0,49 | 2 118 | 0,91 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 274 | 25 | ||||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 19 804 | 8,86 | 1 800 | 10,37 | ||||
2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 46 415 | 2,42 | 4 219 | 3,84 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 557 | 51 | ||||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 2 423 | 1,64 | 220 | 3,29 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 83 772 | 1,01 | 7 614 | 2,42 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 2 366 | 0,00 | 215 | 1,42 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 14 571 | −4,59 | 1 344 | 0,98 | ||||
2025-08-11 | 13F | Citigroup Inc | 44 080 | −11,35 | 4 006 | −10,12 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 93 | 0,00 | 8 | 0,00 | ||||
2025-07-16 | 13F | ORG Partners LLC | 3 700 | −6,33 | 340 | −3,95 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 19 459 | 0,80 | 1 769 | 2,20 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 246 380 | −2,17 | 113 337 | −0,80 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 7 430 | 160,70 | 675 | 164,71 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 1 849 | 288,45 | 168 | 300,00 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 6 856 | 14,19 | 623 | 15,80 | ||||
2025-08-12 | 13F | Change Path, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 7 298 | −1,80 | 663 | −0,45 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 5 800 | 0,00 | 527 | 1,54 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 3 608 | 328 | ||||||
2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 845 | 92,92 | 74 | 89,74 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 2 882 | −0,69 | 262 | 0,38 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 0 | −100,00 | 0 | |||||
2025-08-26 | 13F | Claris Financial LLC | 39 980 | −32,60 | 3 634 | −30,26 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 45 303 | −14,09 | 4 118 | −12,89 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 532 | 0,38 | 48 | 2,13 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 3 563 | 0,03 | 324 | 1,25 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 578 | 13,12 | 689 | 14,67 | ||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 333 602 | 9,52 | 30 321 | 11,05 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 6 231 | −19,91 | 566 | −18,79 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 29 495 | −0,18 | 2 681 | 1,21 | ||||
2025-07-21 | 13F | 25 Llc | 2 650 | 0,00 | 241 | 1,27 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 1 195 | 0,17 | 109 | 1,89 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1 799 | 0,00 | 164 | 1,24 | ||||
2025-05-14 | 13F | Gw Henssler & Associates Ltd | 2 324 | 0,00 | 211 | 0,00 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 58 | 5 | ||||||
2025-07-29 | 13F | Balboa Wealth Partners | 4 017 | 12,68 | 365 | 14,42 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 914 | −23,06 | 83 | −21,70 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 5 468 | −1,92 | 497 | −0,60 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 747 | 0,00 | 68 | 1,52 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 15 774 | 12,45 | 1 434 | 14,00 | ||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Atlas Wealth LLC | 58 480 | 13,89 | 5 379 | 16,86 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 831 | −79,82 | 76 | −79,67 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 32 177 | 3,99 | 2 925 | 5,45 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 11 739 | −4,50 | 1 067 | −3,18 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 10 880 | 0,13 | 989 | 1,44 | ||||
2025-08-14 | 13F | Comerica Bank | 36 892 | 6,14 | 3 353 | 7,64 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 15 070 | 1 370 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 4 158 | −2,12 | 378 | −0,79 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 55 912 | −25,65 | 5 082 | −24,63 | ||||
2025-08-11 | 13F/A | Purus Wealth Management, LLC | 59 242 | 0,10 | 5 385 | 1,49 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 10 899 | 0,11 | 990 | 1,44 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 27 925 | −4,05 | 2 538 | −2,68 | ||||
2025-04-11 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 75 890 | 4,71 | 6 898 | 6,17 | ||||
2025-07-30 | 13F | Whittier Trust Co | 313 | 0,32 | 28 | 3,70 | ||||
2025-07-18 | 13F | Woodward Diversified Capital, Llc | 4 539 | −0,39 | 413 | 0,98 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 15 838 | −67,17 | 5 400 | 30,31 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 2 803 | −9,84 | 255 | −8,63 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 9 275 | −14,04 | 843 | −12,82 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 1 910 | 0,00 | 174 | 1,17 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 18 783 | −0,80 | 2 | 0,00 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 58 431 | −0,98 | 5 | −99,91 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 426 771 | 2,11 | 38 789 | 3,53 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 160 498 | 1,53 | 14 588 | 2,94 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 4 740 | 0,00 | 0 | |||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 3 658 | 18,65 | 332 | 20,29 | ||||
2025-04-11 | 13F | Davis Capital Management | 301 | 0,00 | 27 | 0,00 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 7 403 | 75,26 | 673 | 77,78 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 14 657 | 1,43 | 1 332 | 2,86 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 2 845 | 0,21 | 259 | 1,57 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 10 950 | 0,00 | 995 | 1,43 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 3 724 | −3,10 | 338 | −1,74 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 32 253 | 5,26 | 2 932 | 6,74 | ||||
2025-07-28 | 13F | Virtus Wealth Solutions LLC | 115 584 | −1,51 | 10 505 | −0,13 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 195 210 | −5,11 | 108 633 | −3,78 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 141 | −29,15 | 13 | −29,41 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2 535 | 1,40 | 230 | 2,68 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7 961 | −4,98 | 724 | −3,73 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 567 | −3,47 | 506 | −2,13 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 5 353 | 0,00 | 487 | 1,46 | ||||
2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Sargent Investment Group, LLC | 161 679 | −2,94 | 14 813 | −0,80 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 17 729 | 10,04 | 1 611 | 11,57 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 2 353 | −3,53 | 214 | −2,29 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 11 253 | 2,09 | 1 023 | 3,44 | ||||
2025-07-24 | 13F | SLT Holdings LLC | 39 725 | −3,98 | 3 611 | −2,64 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 381 | 0,00 | 35 | 0,00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 118 349 | −14,84 | 10 757 | −13,65 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Private Advisory Group LLC | 11 239 | −0,07 | 1 022 | 1,29 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-15 | 13F | Garden State Investment Advisory Services LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Balance Wealth, LLC | 4 936 | 1,88 | 449 | 3,23 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 10 219 | 0,13 | 929 | 5,33 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 28 993 | −27,64 | 2 635 | −26,62 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 10 615 | −6,81 | 965 | −5,58 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 15 688 | 2,51 | 1 426 | 3,94 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 48 295 | 0,77 | 4 390 | 2,19 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 72 951 | −1,43 | 6 631 | −0,05 | ||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 29 033 | −47,80 | 2 639 | −47,08 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 628 | 58,21 | 148 | 65,17 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 68 526 | 5,38 | 6 | 20,00 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3 136 | −5,20 | 285 | −3,72 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 5 109 | −4,93 | 464 | −3,53 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 862 | 263,71 | 0 | |||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 21 397 | −1,19 | 1 945 | 0,15 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 4 665 | 0,00 | 424 | 1,44 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 11 175 | −0,07 | 1 016 | 1,30 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 554 | 48,68 | 414 | 50,55 | ||||
2025-08-12 | 13F | Country Trust Bank | 60 | 0,00 | 5 | 0,00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 28 159 | −30,44 | 2 559 | −29,47 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 2 214 | −30,57 | 201 | −29,47 | ||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 68 972 | −3,19 | 6 269 | −1,85 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 700 | 0,00 | 336 | 1,51 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 1 977 | 0,00 | 182 | 2,26 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 2 900 | 0,00 | 264 | 1,54 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 138 455 | −16,83 | 12 584 | −15,67 | ||||
2025-08-06 | 13F | LeClair Wealth Partners LLC | 7 663 | −19,59 | 696 | −18,50 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 000 721 | −5,10 | 91 | −4,26 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 107 | 0,00 | 10 | 0,00 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 3 810 | 63,38 | 346 | 65,55 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 420 | 0,00 | 38 | 2,70 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 5 038 421 | −5,71 | 457 942 | −4,40 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 368 038 | −1,96 | 33 451 | −0,59 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17 645 | 11,54 | 1 604 | 13,05 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 67 | −61,27 | 6 | −60,00 | ||||
2025-07-23 | 13F | GGM Financials LLC | 115 584 | 10 505 | ||||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 587 586 | −2,57 | 53 406 | −1,21 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 1 650 | 150 | ||||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 2 589 | 0,00 | 235 | 1,29 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 036 | −17,86 | 1 730 | −16,71 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 12 800 | 0,00 | 1 163 | 1,39 | ||||
2025-05-01 | 13F | Stillwater Wealth Management Group | 14 699 | 172,00 | 1 318 | 177,85 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 6 562 | 0,24 | 596 | 1,71 | ||||
2025-07-29 | 13F | Private Trust Co Na | 11 918 | −23,43 | 1 083 | −22,37 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 17 432 | −53,22 | 1 584 | −52,57 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 246 | −16,61 | 22 | −15,38 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 81 259 | −3,03 | 7 386 | −1,68 | ||||
2025-08-11 | 13F | Pollock Investment Advisors, LLC | 388 844 | −25,57 | 35 342 | −24,54 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 230 609 | 15,87 | 20 960 | 17,48 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 554 635 | 28,83 | 50 090 | 31,30 | ||||
2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Family CFO Inc | 218 | 0,00 | 20 | 0,00 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 277 319 | 0,58 | 25 206 | 1,98 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12 643 | −0,10 | 1 149 | 1,32 | ||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 82 640 | −5,35 | 7 511 | −4,03 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 1 088 | −2,07 | 0 | |||||
2025-04-22 | 13F | Flagship Harbor Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 3 189 | 0,00 | 290 | 1,40 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 45 | 4 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 6 604 | 0,00 | 600 | 1,52 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 26 991 | 1,83 | 2 453 | 3,28 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 18 290 | −30,22 | 1 662 | −29,25 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 25 500 | −10,31 | 2 318 | −9,03 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 39 325 | 0,03 | 3 574 | 1,42 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 31 741 | −25,86 | 2 885 | −24,81 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 1 325 | 0,00 | 120 | 1,69 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 11 114 | 14,83 | 1 010 | 16,49 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 78 179 | 4,41 | 7 106 | 5,86 | ||||
2025-07-29 | 13F | DeDora Capital, Inc. | 20 318 | −6,06 | 1 847 | −4,75 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 174 147 | 15 828 | ||||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 3 658 | −0,41 | 328 | 1,55 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 232 903 | 1,46 | 21 199 | 2,88 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 4 411 | −9,80 | 401 | −8,68 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 | 0,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 108 634 | −40,11 | 9 886 | −39,21 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 5 421 | −77,14 | 493 | −76,85 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 2 357 | −32,00 | 214 | −30,97 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 1 734 | −24,51 | 158 | −23,41 | ||||
2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 6 830 | −1,27 | 621 | 0,00 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 22 585 | 1,13 | 2 | 0,00 | ||||
2025-07-07 | 13F | Investors Research Corp | 159 277 | 8,29 | 14 477 | 9,79 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 4 263 | 0,00 | 387 | 1,31 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 6 693 | −43,93 | 611 | −42,94 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14 484 | 0,70 | 1 316 | 2,09 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 24 190 | −0,20 | 2 199 | 1,20 | ||||
2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 2 750 | 250 | ||||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 961 | 46,78 | 178 | 49,58 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 328 019 | 0,16 | 29 814 | 1,55 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 438 | −11,12 | 403 | −9,84 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 193 231 | −20,59 | 17 563 | −19,48 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 30 743 | 79,48 | 2 794 | 82,02 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 5 981 | 2,03 | 544 | 3,43 | ||||
2025-08-14 | 13F | UBS Group AG | 1 510 565 | 1,89 | 137 295 | 3,31 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 3 798 | −15,84 | 345 | −14,60 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 7 010 | 0,00 | 637 | 1,43 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 6 101 | 0,20 | 554 | 1,65 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3 782 | −25,40 | 344 | −24,45 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 112 310 | 6,95 | 10 208 | 8,45 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 75 280 | 4,44 | 6 842 | 5,90 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 296 | 492,00 | 27 | 550,00 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 4 122 | 14,82 | 375 | 16,51 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 13 482 | 12,74 | 1 225 | 14,27 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 184 | 289 | ||||||
2025-08-01 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 55 156 | −2,12 | 5 013 | −0,75 | ||||
2025-07-09 | 13F | Beacon Financial Group | 16 650 | 0,00 | 1 513 | 1,41 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 6 540 | −0,20 | 594 | 1,19 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 120 | −0,27 | 102 | 1,00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 771 221 | −4,58 | 70 096 | −3,25 | ||||
2025-08-13 | 13F | Keystone Financial Group | 12 547 | 1,04 | 1 140 | 2,43 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 5 125 | 0,06 | 466 | 1,31 | ||||
2025-08-05 | 13F | HFG Advisors, Inc. | 19 954 | −0,01 | 1 814 | 1,40 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 485 | 4,50 | 408 | 5,99 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 816 | 74 | ||||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 12 108 | 1 100 | ||||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 23 372 | −1,64 | 2 124 | −0,28 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 19 020 | 26,46 | 1 729 | 28,19 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 9 655 | 29,58 | 878 | 35,13 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 16 220 | −5,38 | 1 | 0,00 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 109 837 | −6,27 | 9 983 | −4,96 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 975 950 | 2,40 | 88 750 | 3,82 | ||||
2025-08-15 | 13F | Morgan Stanley | 5 948 053 | 0,25 | 540 619 | 1,65 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 10 264 | 0,00 | 920 | 0,00 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 12 287 | −6,63 | 1 129 | −4,24 | ||||
2025-08-04 | 13F | Assetmark, Inc | 67 920 | 3,85 | 6 173 | 5,31 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 270 726 | −28,43 | 24 606 | −27,43 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Lokken Investment Group LLC | 47 664 | −2,65 | 4 332 | −1,28 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 13 044 | −6,10 | 1 186 | −4,82 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 123 | 1,49 | 466 | 2,88 | ||||
2025-08-12 | 13F | Martin Worley Group | 8 490 | 0,00 | 772 | 1,31 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 368 | 0,00 | 33 | 3,13 | ||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 5 270 | 0,00 | 479 | 1,27 | ||||
2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Holistic Financial Partners | 115 347 | 5,52 | 10 484 | 6,99 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 16 183 | 3,06 | 1 471 | 4,48 | ||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 31 151 | −6,40 | 2 831 | −5,10 | ||||
2025-08-04 | 13F | Twin City Private Wealth, Llc | 3 249 | −0,31 | 295 | 1,03 | ||||
2025-08-12 | 13F | Concentrum Wealth Management | 104 076 | 3,41 | 9 459 | 4,86 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 2 810 | 0,00 | 0 | |||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 21 918 | −0,68 | 2 | 100,00 | ||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 14 649 | −0,56 | 1 331 | 0,83 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4 408 | −7,80 | 401 | −6,54 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 2 430 | −99,64 | 221 | −99,92 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 445 | 40 | ||||||
2025-08-11 | 13F | Tidemark, LLC | 1 252 | −13,48 | 114 | −12,40 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 714 227 | 1,48 | 155 806 | 2,90 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 9 794 | −46,63 | 885 | −45,13 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14 264 | −4,23 | 1 296 | −2,92 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 43 331 | −0,99 | 3 938 | 0,38 | ||||
2025-04-11 | 13F | Intellectus Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 41 243 | −50,23 | 3 749 | −49,54 | ||||
2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 2 920 | 0,00 | 265 | 1,53 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 28 974 | −31,07 | 2 633 | −28,66 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 10 587 | −42,62 | 962 | −41,84 | ||||
2025-05-02 | 13F | Napatree Capital Llc | 5 198 | 466 | ||||||
2025-07-09 | 13F | Fermata Advisors, LLC | 25 903 | −1,49 | 2 354 | −0,13 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-11 | 13F | Shelton Wealth Management, Llc | 56 973 | −0,81 | 5 178 | 0,58 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 3 587 | 0,00 | 326 | 1,56 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 2 484 | 0,08 | 226 | 1,35 | ||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 33 778 | 0,07 | 3 070 | 1,49 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 40 939 | −0,98 | 3 721 | 0,38 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 18 907 | −5,75 | 1 731 | −0,35 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 5 544 | 511 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 660 | 547,06 | 60 | 555,56 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 441 872 | 5,95 | 40 162 | 7,42 | ||||
2025-07-23 | 13F | Meitav Dash Investments Ltd | 6 656 | 0,00 | 605 | 1,34 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 34 005 | −4,42 | 3 091 | −3,07 | ||||
2025-08-05 | 13F | Huntington National Bank | 78 | 1,32 | ||||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 200 | 0,00 | 18 | 5,88 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 430 311 | 1,12 | 39 111 | 3,72 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 25 200 | −1,25 | 2 290 | 0,13 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 6 895 | 1,31 | 627 | 2,62 | ||||
2025-07-08 | 13F | TL Private Wealth | 4 301 | −23,06 | 394 | −13,60 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 13 823 | 10,20 | 1 256 | 11,74 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 2 433 | 0,00 | 221 | 1,38 | ||||
2025-07-23 | 13F | Bennett Associates Wealth Management | 259 743 | −0,14 | 23 608 | 1,25 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 21 600 | 1 963 | ||||||
2025-08-14 | 13F | Dagco, Inc. | 79 958 | 7 267 | ||||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 4 342 | −0,09 | 395 | 1,29 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 16 738 | 43,26 | 1 521 | 45,27 |
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