Grunnleggende statistikk
| Institusjonelle eiere | 707 total, 707 long only, 0 short only, 0 long/short - change of 0,57% MRQ |
| Gjennomsnittlig porteføljeallokering | 0.6290 % - change of −3,16% MRQ |
| Institusjonelle aksjer (Long) | 96 473 897 (ex 13D/G) - change of −0,28MM shares −0,29% MRQ |
| Institusjonell verdi (Long) | $ 9 350 339 USD ($1000) |
Institusjonelt eierskap og aksjonærer
PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (US:MINT) har 707 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 96,473,897 aksjer. De største aksjonærene inkluderer Jpmorgan Chase & Co, Morgan Stanley, Assetmark, Inc, Wells Fargo & Company/mn, LPL Financial LLC, UBS Group AG, Johnson Financial Group, LLC, Cwm, Llc, HB Wealth Management, LLC, and Bank Of America Corp /de/ .
PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (ARCA:MINT) 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 10, 2025 is 100,42 / share. Previously, on September 11, 2024, the share price was 100,31 / share. This represents an increase of 0,11% 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. 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 815 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Klingman & Associates, LLC | 20 500 | −0,03 | 2 061 | −0,15 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 15 382 | −21,02 | 1 546 | −20,92 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 336 | 235 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 30 169 | 18,77 | 3 033 | 18,67 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 522 424 | 4,25 | 52 522 | 4,16 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 7 746 618 | 4,90 | 778 806 | 4,81 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 678 | 6,16 | 1 073 | 6,03 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 848 | −8,26 | 1 091 | −8,33 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 99 | 10 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 16 401 | 95,62 | 1 649 | 95,49 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 23 737 | 2 390 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 147 | 1,38 | 15 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 139 406 | −41,02 | 14 015 | −41,07 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 10 398 | 0,00 | 1 045 | −0,10 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 2 018 | 203 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 73 152 | 7,80 | 7 327 | 7,72 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 874 | 21,94 | 490 | 21,89 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 11 289 | 1 135 | ||||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 10 513 | 41,63 | 1 057 | 41,55 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4 650 | 0,02 | 468 | 0,21 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 2 816 | 0,18 | 283 | 0,35 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 109 571 | 3,20 | 11 016 | 3,11 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 324 | 0,00 | 33 | 0,00 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 97 361 | 20,47 | 9 788 | 20,38 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 31 371 | −8,41 | 3 154 | −8,50 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 44 052 | 18,48 | 4 429 | 18,36 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 101 248 | 35,12 | 9 612 | 27,85 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 19 001 | 2,98 | 1 910 | 2,91 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hudock, Inc. | 3 884 | −5,04 | 391 | −5,11 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 41 439 | −9,41 | 4 166 | −9,47 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 592 | 60 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 250 | 0,00 | 25 | 0,00 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 2 586 | 4,40 | 260 | 4,02 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 13 065 | 0,04 | 1 314 | −0,08 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 299 | −43,29 | 332 | −43,42 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 29 813 | −38,86 | 2 997 | −38,71 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 12 848 | −1,15 | 1 292 | −1,22 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 11 182 | −23,15 | 1 124 | −23,22 | ||||
| 2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Wallace Hart LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 5 447 | −72,82 | 548 | −72,87 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4 427 | −22,29 | 445 | −22,38 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 46 374 | −48,17 | 4 662 | −48,21 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 38 714 | −5,23 | 3 892 | −5,19 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 39 964 | 1,24 | 4 018 | 1,13 | ||||
| 2025-04-21 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 667 | −26,89 | 268 | −26,98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 123 413 | −35,07 | 12 407 | −35,13 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 1 994 | 0,00 | 200 | 0,00 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 2 205 | −76,10 | 222 | −76,19 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 150 881 | 273,08 | 15 169 | 272,77 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 52 263 | −8,22 | 5 254 | −8,29 | ||||
| 2025-07-09 | 13F | Stokes Capital Advisors, LLC | 187 433 | 31,45 | 18 844 | 31,35 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 255 | 14,35 | 26 | 13,64 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2 632 | 265 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 852 | −13,94 | 186 | −13,89 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 023 | 103 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 3 076 | 0,00 | 309 | 0,00 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 92 583 | 2,64 | 9 | 0,00 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 21 293 | −0,51 | 2 141 | −0,60 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 84 612 | −8,29 | 9 | −11,11 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 41 501 | −1,39 | 4 172 | −1,46 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 4 267 | 2,65 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 342 | 1 911,76 | 34 | 3 300,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7 357 | −2,28 | 739 | −2,38 | ||||
| 2025-08-12 | 13F | Ade, Llc | 2 220 | 0,00 | 223 | 0,00 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 2 123 | 213 | ||||||
| 2025-08-12 | 13F | Heritage Trust Co | 2 550 | 0,00 | 256 | 0,00 | ||||
| 2025-08-28 | NP | RQIAX - RESQ Strategic Income Fund Class A Shares | 16 300 | −49,54 | 1 639 | −49,60 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 1 993 | 200 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 9 336 | −4,70 | 939 | −4,77 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 2 161 | 0,51 | 217 | 0,46 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20 506 | 48,40 | 2 062 | 48,27 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 39 227 | 4,66 | 3 944 | 4,56 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 306 | 8,20 | 131 | 8,26 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 59 469 | −7,30 | 5 979 | −7,39 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 346 | 15,44 | 135 | 15,38 | ||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 29 992 | 162,10 | 3 015 | 161,95 | ||||
| 2025-08-07 | 13F | PFG Advisors | 2 058 | 207 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4 439 | 9,88 | 446 | 9,85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 434 489 | −4,81 | 43 545 | −5,19 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 166 714 | 1,32 | 16 761 | 1,24 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 13 115 | −1,00 | 1 319 | −1,05 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 23 856 | −7,39 | 2 398 | −7,45 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 9 973 | −28,55 | 1 003 | −28,63 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 29 724 | 81,75 | 2 988 | 81,64 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 22 350 | −3,12 | 2 247 | −3,23 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 650 864 | 0,33 | 65 435 | 0,25 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 75 395 | −14,78 | 7 592 | −14,73 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12 242 | 16,08 | 1 231 | 15,93 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 3 520 | −68,84 | 353 | −69,01 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 40 759 | −8,41 | 4 | 0,00 | ||||
| 2025-05-01 | 13F | Mitchell Mcleod Pugh & Williams Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 8 008 | −27,44 | 805 | −27,48 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 2 593 | 0,00 | 261 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 370 197 | −42,83 | 37 | −43,08 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 18 091 | −0,97 | 1 819 | −1,09 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2 024 | 203 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 76 171 | −15,21 | 7 657 | −15,29 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 155 416 | 5,86 | 15 625 | 5,77 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 22 320 | −25,63 | 2 244 | −25,70 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13 698 | −4,84 | 1 377 | −4,90 | ||||
| 2025-04-10 | 13F | Firethorn Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 105 | 37,27 | 0 | |||||
| 2025-08-27 | NP | TFAZX - TFA Tactical Income Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 3 732 | 375 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 9 064 | −5,38 | 1 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 3 024 | 1,20 | 304 | 1,33 | ||||
| 2025-08-27 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 7 514 | −26,04 | 755 | −26,13 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 28 250 | 0,45 | 2 841 | 0,42 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 5 228 | 526 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 8 176 | −81,42 | 822 | −81,46 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 762 785 | 169,92 | 76 687 | 170,01 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 245 028 | 22,40 | 24 631 | 22,27 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2 050 | 0,00 | 206 | 0,00 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 20 072 | 42,81 | 2 018 | 42,64 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 70 265 | 1 164,44 | 7 064 | 1 163,69 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 2 579 | 259 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 613 | 29,04 | 263 | 29,06 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 29 514 | 2 967 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 822 | −62,16 | 384 | −62,20 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 456 395 | 17,91 | 45 884 | 17,81 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 2 388 | 1,02 | 240 | 1,27 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 038 | 205 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27 188 | −4,47 | 2 733 | −4,54 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 074 | 198,29 | 912 | 198,04 | ||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 35 596 | 15,94 | 3 579 | 15,83 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2 258 | 0,00 | 226 | 0,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 17 779 | −2,74 | 1 787 | −2,83 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 40 348 | 142,49 | 4 056 | 142,29 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 22 360 | −4,00 | 2 248 | −4,05 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 79 356 | −25,52 | 7 978 | −25,58 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 39 888 | 2,60 | 4 010 | 2,90 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 2 920 | 294 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 18 109 | −9,89 | 1 821 | −9,99 | ||||
| 2025-08-14 | 13F | Family Management Corp | 574 722 | −13,10 | 57 780 | −13,17 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 446 740 | 3,43 | 44 913 | 3,35 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 138 701 | −4,17 | 13 944 | −3,81 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 481 741 | 1,52 | 48 432 | 1,43 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 6 860 | 0,00 | 690 | −0,14 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10 968 | 83,60 | 1 103 | 83,36 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 240 174 | 93,61 | 24 146 | 93,45 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5 056 | −9,83 | 508 | −9,93 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 8 291 | 0,00 | 834 | −0,12 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 2 000 | 0,00 | 201 | 0,00 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12 631 | 3,75 | 1 270 | 3,67 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 53 243 | 5 353 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 7 | −69,57 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7 331 | 42,71 | 737 | 42,83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 51 468 | 407,52 | 5 174 | 407,25 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 6 531 | −5,88 | 657 | −6,02 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 12 869 | −4,55 | 1 294 | −4,65 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 538 | 0,00 | 54 | 0,00 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 50 | 0,00 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2 845 | 21,37 | 286 | 21,70 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 139 234 | 176,38 | 13 998 | 176,18 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 3 010 | 0,00 | 303 | 0,00 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 4 440 | −12,80 | 446 | −12,89 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 2 829 | 2,76 | 284 | 2,90 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6 441 | 0,51 | 648 | 0,47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 859 114 | 97,91 | 86 415 | 97,80 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 28 090 | 13,39 | 2 824 | 13,28 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 7 737 | −27,82 | 778 | −27,92 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 41 627 | 350,75 | 4 185 | 350,48 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 91 600 | 1,49 | 9 175 | 1,38 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 017 | −0,98 | 203 | −0,98 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 304 | −0,33 | 31 | 0,00 | ||||
| 2025-08-08 | 13F | Red Cedar Investment Management, Llc | 10 843 | 0,00 | 1 090 | −0,09 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 2 840 | 286 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 2 055 | 207 | ||||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 100 | 0,00 | 10 | 0,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 17 592 | 48,54 | 1 769 | 48,45 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 29 572 | −10,45 | 2 973 | −10,51 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 2 280 | 0,00 | 229 | 0,00 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 3 988 | −10,82 | 401 | −10,91 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 3 393 | 3,63 | 341 | 3,65 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 3 005 | 60 000,00 | 302 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 261 | 49,19 | 428 | 49,13 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 392 | 1,03 | 39 | 0,00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4 807 | 483 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 4 493 | 124,87 | 452 | 124,38 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 31 992 | 2,38 | 3 216 | 2,29 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 40 855 | −1,58 | 4 107 | −1,46 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 12 327 | 31,36 | 1 239 | 31,25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 483 | −11,56 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 799 | −37,24 | 281 | −37,28 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 4 603 | −2,46 | 463 | −2,53 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 388 | −1,76 | 843 | −1,86 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 124 | 0,00 | 12 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 268 | −47,52 | 630 | −47,41 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 14 120 | 1 420 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 271 320 | 2,18 | 27 277 | 2,10 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 95 530 | 27,49 | 9 612 | 27,85 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 570 | −28,73 | 359 | −28,83 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 2 479 | 16,44 | 249 | 16,36 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 18 650 | 20,57 | 1 875 | 20,44 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 59 703 | 0,22 | 6 002 | 0,13 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 809 | 2,20 | 182 | 1,69 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 187 065 | 118,05 | 18 807 | 117,86 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 60 119 | 23,32 | 6 044 | 23,22 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 21 563 | 126,36 | 2 168 | 126,20 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 2 455 | 0,00 | 247 | 0,41 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 25 424 | 37,16 | 2 556 | 37,05 | ||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 30 598 | −3,70 | 3 076 | −3,75 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 64 | −14,67 | 6 | −14,29 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 39 511 | −4,49 | 3 972 | −4,57 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1 618 365 | −0,41 | 162 702 | −0,50 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 987 | −2,57 | 401 | −2,68 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 64 692 | 0,06 | 6 504 | −0,03 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 4 969 | 0,00 | 500 | 0,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 64 072 | 10,53 | 6 442 | 10,44 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 140 439 | 12,53 | 14 119 | 12,44 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 10 828 | 1,39 | 1 089 | 1,30 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13 169 | −40,11 | 1 324 | −40,19 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 81 584 | 4,71 | 8 202 | 4,63 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 21 401 | 5,36 | 2 152 | 5,29 | ||||
| 2025-07-16 | 13F | American National Bank | 259 | 0,00 | 26 | 0,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 61 378 | 109,16 | 6 142 | 108,66 | ||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2 641 | 55,44 | 266 | 55,88 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 6 829 | −34,58 | 687 | −34,67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 56 222 | 39,31 | 6 | 25,00 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 6 984 | −11,26 | 700 | −11,50 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 92 655 | 9 315 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 96 330 | −2,94 | 9 685 | −3,01 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 464 | 16,99 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 20 686 | 11,16 | 2 080 | 11,06 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 3 961 | 7,96 | 398 | 7,86 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 45 375 | 3,98 | 4 562 | 3,80 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 173 426 | 271,61 | 17 435 | 271,35 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 503 | −85,14 | 51 | −85,29 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 71 | −74,64 | 7 | −75,00 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 86 173 | −19,85 | 8 663 | −19,91 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 735 | 0,00 | 74 | 0,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 99 | 0,00 | 10 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 500 | 50 | ||||||
| 2025-05-02 | 13F | Victory Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 3 597 | 21,89 | 362 | 21,96 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 3 218 | −66,89 | 324 | −66,94 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3 355 | 1,57 | 338 | 1,51 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 33 276 | 2,62 | 3 345 | 2,54 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 13 887 | −0,71 | 1 396 | −0,29 | ||||
| 2025-04-28 | 13F | Mountain Capital Investment Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 56 | 0,00 | 6 | 0,00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1 623 | 8,71 | 163 | 8,67 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 199 | −0,50 | 20 | 0,00 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 2 354 | 12,10 | 237 | 11,85 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 65 905 | 18,57 | 6 626 | 18,47 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 167 | 0,00 | 17 | 0,00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 217 | 22 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1 902 | −23,92 | 191 | −23,90 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 21 693 | 29,20 | 2 181 | 29,13 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7 407 | −35,81 | 745 | −35,92 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 413 332 | 41 554 | ||||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 3 116 | 0,00 | 313 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 71 834 | 60,82 | 7 222 | 60,68 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12 366 | 8,74 | 1 243 | 9,14 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 146 387 | −0,14 | 14 717 | −0,23 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 102 235 | −0,04 | 10 278 | −0,12 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14 177 | −1,47 | 1 425 | −1,52 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 17 177 | −2,24 | 1 727 | −2,32 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 3 075 | 0,00 | 309 | 0,00 | ||||
| 2025-08-01 | 13F | Oak Grove Capital LLC | 13 700 | −25,54 | 1 377 | −25,61 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 100 | −8,73 | 1 016 | −8,47 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 70 | −2,78 | 7 | 0,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 44 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4 579 | −6,24 | 460 | −6,31 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 47 253 | −2,45 | 4 751 | −2,52 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 4 731 | −82,58 | 476 | −82,62 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 26 663 | −1,84 | 2 681 | −1,94 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 442 | 15,40 | 44 | 15,79 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 10 434 | −12,64 | 1 047 | −12,82 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 38 981 | 5,82 | 3 919 | 5,72 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 000 | 0,00 | 101 | 0,00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 6 533 | −4,92 | 657 | −5,07 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 3 090 | 0,00 | 311 | 0,00 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 38 194 | 28,06 | 3 840 | 27,92 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9 462 | −29,72 | 951 | −29,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 536 533 | −24,82 | 53 940 | −24,88 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 064 | 9,08 | 308 | 9,22 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 64 | −99,03 | 6 | −99,10 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 20 035 | −0,09 | 2 014 | −0,15 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 76 170 | −1,94 | 7 658 | −2,02 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 3 825 | 0,00 | 385 | 0,00 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 25 975 | 9,64 | 2 611 | 9,57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 611 502 | −15,51 | 61 | −15,28 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 61 479 | 6,58 | 6 181 | 6,48 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 117 | 0,00 | 12 | 0,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3 181 | −84,52 | 320 | −84,57 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2 583 | 0,04 | 260 | 0,00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 716 | −79,22 | 72 | −79,19 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 5 975 | 0,00 | 601 | −0,17 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 28 869 | −28,88 | 2 902 | −28,94 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 6 600 | 664 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 351 | 0,00 | 35 | 0,00 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 10 198 | 1 025 | ||||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3 600 | −10,00 | 362 | −10,20 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 107 104 | 20,00 | 10 768 | 19,90 | ||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 541 | 0,00 | 54 | 0,00 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 2 590 | 1,33 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 45 588 | 2,53 | 4 583 | 2,46 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 11 835 | 1 190 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 4 967 | 0,00 | 499 | 0,00 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 5 794 | 0,24 | 582 | 0,17 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 92 624 | −0,07 | 9 312 | −0,16 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 13 909 | −57,23 | 1 398 | −57,27 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 6 450 | −3,01 | 648 | −3,14 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 873 | 9,67 | 1 093 | 9,63 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 12 889 | 84,39 | 1 296 | 84,21 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 796 | 1,48 | 683 | 1,49 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 14 076 | −23,41 | 1 415 | −23,47 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10 274 | −43,45 | 1 033 | −43,54 | ||||
| 2025-04-30 | 13F | Round Rock Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 33 806 | −0,66 | 3 399 | −0,76 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 33 817 | −6,41 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5 382 | 0,04 | 541 | 0,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 291 994 | 67,19 | 29 356 | 67,05 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 267 | 14,20 | 1 | |||||
| 2025-08-19 | 13F | Cim, Llc | 43 617 | −1,94 | 4 385 | −2,03 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 10 513 | 0,00 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 177 590 | 1,44 | 17 854 | 1,36 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 10 144 | 15,17 | 1 018 | 15,18 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 74 673 | −1,68 | 7 507 | −1,77 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 677 265 | 87,25 | 68 089 | 87,09 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 355 463 | 15,96 | 35 736 | 15,86 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 305 | −60,85 | 31 | −61,54 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 4 476 | −20,55 | 450 | −20,67 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 457 247 | −57,94 | 146 504 | −57,97 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 73 585 | 23,08 | 7 | 16,67 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 83 177 | 2,34 | 8 362 | 2,25 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 46 651 | −81,61 | 4 690 | −81,62 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 7 406 | −3,40 | 745 | −3,50 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 503 | −35,07 | 252 | −35,14 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 397 | 5,87 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 407 | −11,45 | 141 | −11,32 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 4 832 | −26,59 | 486 | −26,74 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2 449 | 0,70 | 246 | 0,82 | ||||
| 2025-08-14 | 13F | Concorde Financial Corp | 7 333 | 1,73 | 737 | 1,66 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 249 | 0,00 | 25 | 0,00 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 20 201 | −1,49 | 2 031 | −1,60 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 4 040 | −40,04 | 406 | −40,03 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 3 250 | −39,81 | 327 | −39,96 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 3 640 | 0,00 | 366 | −0,27 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 29 142 | −24,68 | 2 932 | −24,69 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 165 922 | 131,60 | 16 681 | 131,41 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 17 677 | 1 709,31 | 1 777 | 1 713,27 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 2 996 | 0,00 | 301 | 0,00 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 3 468 | −0,74 | 349 | −0,85 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 16 859 | 1,04 | 1 695 | 0,95 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9 463 | 50,85 | 1 | |||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 42 620 | −6,84 | 4 285 | −6,93 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12 957 | −4,99 | 1 303 | −5,10 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 100 | 0,00 | 10 | 0,00 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-29 | NP | CMDT - PIMCO Commodity Strategy Active Exchange-Traded Fund | 70 751 | 0,00 | 7 113 | −0,08 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 80 838 | 16,66 | 8 127 | 16,57 | ||||
| 2025-05-23 | NP | AGGH - Simplify Aggregate Bond PLUS Credit Hedge ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2 293 | 12,96 | 231 | 12,75 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4 | 0 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 4 562 | 15,70 | 459 | 15,66 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 769 | 0,00 | 178 | 0,00 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 36 201 | 4,88 | 3 639 | 4,78 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 4 089 | 0,52 | 411 | 0,74 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 64 895 | −5,09 | 6 524 | −5,16 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 16 800 | −11,59 | 1 689 | −11,72 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 742 | −13,87 | 778 | −13,94 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 49 032 | 2,79 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 38 991 | −20,00 | 3 920 | −20,09 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 38 129 | −2,93 | 3 833 | −3,01 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 10 633 | −0,79 | 1 069 | −0,93 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 3 382 | −64,35 | 340 | −64,36 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 6 120 | 198,25 | 615 | 198,54 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 70 849 | −77,92 | 7 123 | −77,94 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 99 397 | 88,18 | 9 993 | 88,03 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 4 604 | 463 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 5 115 | −1,20 | 514 | −1,15 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 948 751 | 24,23 | 95 383 | 24,13 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 896 | 7,22 | 1 095 | 7,14 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 28 201 | −24,85 | 2 835 | −23,87 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 3 907 | −38,58 | 392 | −38,75 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25 453 | 107,47 | 2 559 | 107,29 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 33 950 | 3 403 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 15 140 | 1 522 | ||||||
| 2025-08-20 | NP | CONWX - Concorde Wealth Management Fund | 6 000 | 0,00 | 603 | 0,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 6 396 | −0,27 | 643 | −0,31 | ||||
| 2025-08-06 | 13F | Simmons Bank | 19 459 | 47,29 | 1 956 | 47,18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 527 071 | −9,14 | 52 990 | −9,22 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 32 436 | 3 261 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 28 | −3,45 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 420 490 | 18,68 | 142 809 | 18,58 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 55 513 | 5 581 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 84 433 | −31,68 | 8 488 | −31,74 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 12 842 | 0,94 | 1 291 | 0,86 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 9 497 | 0,19 | 955 | 0,10 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 6 716 | 86,14 | 675 | 85,95 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 111 810 | 15,92 | 413 381 | 15,83 | ||||
| 2025-04-14 | 13F | One + One Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16 759 | 192,33 | 1 685 | 192,36 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 33 698 | −43,03 | 3 388 | −42,61 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 13 930 | 1 400 | ||||||
| 2025-08-29 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 105 988 | 0,00 | 10 656 | −0,08 | ||||
| 2025-07-24 | 13F | Birch Capital Management, LLC | 16 122 | −1,59 | 1 621 | −1,70 | ||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 50 710 | 1,41 | 5 098 | 1,33 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 14 387 | −65,00 | 1 446 | −65,04 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 955 | 96 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 850 | 0,00 | 386 | −0,26 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7 624 | 1,21 | 766 | 1,06 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 14 901 | −3,45 | 1 | 0,00 | ||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 2 800 | 282 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 2 598 | 3,88 | 261 | 3,98 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1 430 | 0,00 | 144 | 0,00 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 2 866 | 1,20 | 288 | 1,41 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 33 552 | 7,03 | 3 373 | 6,94 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 7 744 | 779 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 49 398 | −6,09 | 4 966 | −6,16 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 362 | −5,48 | 841 | −5,62 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 20 183 | −12,99 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Allianz Investment Management U.S. LLC | 9 838 | 0,00 | 989 | 0,30 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 9 870 | −0,69 | 992 | −0,80 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 17 608 | −4,24 | 1 770 | −4,32 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 41 184 | −50,58 | 4 140 | −50,62 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 4 812 | −8,45 | 484 | −8,52 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 29 983 | 6,39 | 3 014 | 6,31 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 83 | 0,00 | 8 | 0,00 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2 479 | 1,52 | 249 | 1,63 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 32 149 | −22,65 | 3 232 | −22,70 | ||||
| 2025-05-01 | 13F | Stephens Inc /ar/ | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 50 512 | −5,11 | 5 078 | −5,17 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 183 | −19,21 | 320 | −19,19 | ||||
| 2025-05-08 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 3 000 | 50,00 | 302 | 49,75 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 8 210 | 825 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 33 795 | −12,77 | 3 398 | −12,85 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 4 750 | −1,04 | 478 | −1,04 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 50 714 | −3,63 | 5 099 | −3,72 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 290 716 | 2,50 | 29 227 | 2,42 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 4 401 | 5,14 | 442 | 4,99 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 45 914 | 3,69 | 4 616 | 3,59 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 118 372 | −9,03 | 11 901 | −9,10 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2 315 | 233 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11 064 | −19,42 | 1 112 | −19,48 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 4 804 | −38,13 | 483 | −38,28 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2 754 | −19,54 | 277 | −19,77 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5 283 | 0,84 | 531 | 0,76 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 21 956 | 3,94 | 2 207 | 3,86 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13 319 | 34,30 | 1 336 | 34,00 | ||||
| 2025-05-29 | NP | TFAQX - TFA Quantitative Fund Class I | 11 900 | 1 197 | ||||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 44 928 | −1,58 | 4 509 | −1,83 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 27 172 | 4,50 | 2 732 | 4,40 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Element Wealth, LLC | 6 678 | 28,70 | 671 | 28,54 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 24 560 | 0,18 | 2 464 | 0,33 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 6 304 | −0,08 | 634 | −0,16 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 4 752 | 16,58 | 478 | 16,91 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 81 663 | −33,69 | 8 210 | −33,75 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 12 037 | 26,13 | 1 210 | 26,04 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 618 | 0,00 | 62 | 0,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 55 852 | −9,83 | 5 615 | −9,90 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 3 954 | 1,70 | 398 | 1,53 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 9 850 | 23,91 | 990 | 23,90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7 511 | 64,75 | 755 | 64,85 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 249 | −1,32 | 226 | −1,31 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13 354 | 54,54 | 1 343 | 54,43 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 44 722 | 17,33 | 4 496 | 17,24 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 13 105 | 1 318 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 7 335 | 7,32 | 737 | 7,28 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 2 181 | 1,16 | 219 | 1,39 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 2 189 | 220 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 122 701 | 32,45 | 12 336 | 32,34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 73 775 | 3,60 | 7 417 | 3,52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 479 600 | −11,06 | 149 | −11,38 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 100 | 7,53 | 10 | 11,11 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6 116 | −10,10 | 615 | −9,69 | ||||
| 2025-08-08 | 13F | Creative Planning | 229 419 | −6,72 | 23 065 | −6,79 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 2 139 | 0 | ||||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 355 | 0,00 | 36 | 0,00 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 140 | 0,00 | 14 | 0,00 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 2 565 | 0,00 | 258 | −0,39 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 7 771 | 102,79 | 781 | 102,86 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 9 337 | −6,97 | 1 | −100,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 88 088 | 4,45 | 8 856 | 4,36 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 837 339 | 7,17 | 385 787 | 7,08 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 22 517 | −10,11 | 2 264 | −10,20 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7 249 | 729 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 59 839 | 233,49 | 6 016 | 234,17 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5 010 | 0,97 | 504 | 0,80 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 48 168 | 10,09 | 4 843 | 10,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 86 175 | −32,94 | 8 664 | −33,00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4 798 | −0,10 | 482 | −0,21 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33 434 | 86,05 | 3 361 | 85,90 | ||||
| 2025-05-09 | 13F | Emerald Investment Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 53 120 | 23,87 | 5 340 | 23,78 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 10 806 | 4,85 | 1 086 | 4,83 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 20 033 | 3,58 | 2 014 | 3,49 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 6 520 | −51,33 | 655 | −51,30 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 28 287 262 | 2,25 | 2 843 860 | 2,16 | ||||
| 2025-08-14 | 13F | Temasek Holdings (Private) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 13 078 | 0,00 | 1 315 | −0,08 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 61 861 | −22,45 | 6 219 | −22,53 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 3 496 | −1,08 | 351 | −1,13 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4 135 | 416 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 173 972 | 0,54 | 17 490 | 0,45 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15 239 | 72,70 | 1 533 | 72,83 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 920 | 0,00 | 92 | 0,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 725 224 | 3,58 | 72 910 | 3,49 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 4 385 | −6,90 | 441 | −6,98 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 700 | 0,00 | 70 | 0,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 856 | −1,56 | 488 | −1,61 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 5 250 | 6,06 | 527 | 6,25 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 848 | 85 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 141 590 | 32,85 | 14 235 | 32,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10 937 | −5,13 | 1 100 | −5,26 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 59 788 | 6 011 | ||||||
| 2025-08-13 | 13F | Emory University | 6 527 | 0,00 | 656 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 23 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 21 996 | 15,75 | 2 211 | 15,64 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 6 900 | −20,76 | 694 | −20,89 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 10 264 | −6,21 | 1 032 | −6,36 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 24 589 | −2,35 | 2 472 | −2,41 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12 985 | −8,36 | 1 305 | −8,42 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 81 514 | 25,67 | 8 | 33,33 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 270 | −73,16 | 27 | −73,27 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 32 124 | −6,69 | 3 230 | −6,76 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 17 884 | −0,80 | 1 798 | −0,88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 952 | 6,04 | 397 | 5,87 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 100 | 0,00 | 10 | 0,00 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 4 858 | −10,90 | 488 | −10,95 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 6 885 | 2,70 | 692 | 2,67 | ||||
| 2025-07-22 | 13F | WJ Interests, LLC | 30 097 | −28,39 | 3 026 | −28,47 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 69 830 | 5,30 | 7 020 | 5,22 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 25 164 | −9,97 | 2 530 | −10,06 | ||||
| 2025-07-25 | 13F | Summa Corp. | 6 700 | 27,38 | 674 | 27,22 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 58 494 | −62,10 | 5 869 | −62,20 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 12 829 | −0,90 | 1 290 | −1,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 850 582 | 17,61 | 85 513 | 17,51 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 39 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 3 086 | 0,00 | 310 | 0,32 | ||||
| 2025-04-28 | NP | FMCE - FM Compounders Equity ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 300 490 | −4,15 | 30 210 | −4,23 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 1 519 | 0,00 | 153 | 0,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 407 | −17,44 | 41 | −18,37 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 484 919 | −8,97 | 48 751 | −9,05 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 919 962 | 31,76 | 92 488 | 31,65 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 2 699 | −77,88 | 270 | −78,00 | ||||
| 2025-04-23 | 13F | Pinnacle Bancorp, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 49 843 | 58,98 | 5 011 | 58,85 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 235 706 | 209,18 | 23 697 | 208,94 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 83 926 | 153,93 | 8 438 | 153,74 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 30 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 86 433 | 13,29 | 8 689 | 13,20 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 8 194 | −5,02 | 824 | −5,18 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 17 285 | −1,00 | 1 738 | −1,08 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 4 756 | 478 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2 408 957 | 13,31 | 242 184 | 13,22 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 16 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6 034 | −1,10 | 607 | −1,14 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 079 | −3,05 | 108 | −2,70 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 313 940 | 5,64 | 31 562 | 5,55 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 7 525 | −8,96 | 757 | −8,69 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 173 554 | 22,12 | 17 448 | 22,02 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 73 073 | 7 346 | ||||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 11 731 | 21,30 | 1 179 | 21,80 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 290 591 | −1,01 | 29 | 0,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 16 913 | −3,09 | 1 700 | −3,13 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 528 237 | 11,06 | 53 106 | 10,97 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 40 979 | −10,44 | 4 120 | −10,53 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 56 966 | −5,60 | 5 727 | −5,68 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 2 937 | 295 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 40 410 | 455,69 | 4 063 | 455,68 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 5 440 | 547 | ||||||
| 2025-07-25 | 13F | Advocate Group Llc | 51 986 | 0,49 | 5 226 | 0,40 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 3 697 | 0,00 | 372 | 0,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 24 521 | −70,61 | 2 465 | −70,64 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 8 333 | −0,69 | 838 | −0,83 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 6 159 | −1,25 | 619 | −1,28 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 12 653 | −32,87 | 1 272 | −32,73 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 26 151 | 8,97 | 2 629 | 8,91 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2 838 | 285 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 133 259 | −12,08 | 13 397 | −12,16 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Financial Designs Corp | 2 893 | 291 | ||||||
| 2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 18 100 | 1 821 | ||||||
| 2025-05-07 | 13F | Security Financial Services, INC. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 58 908 | 2,09 | 5 922 | 2,02 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 7 845 | −1,36 | 789 | −1,50 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 204 750 | 0,46 | 20 585 | 0,37 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 5 975 | −41,15 | 601 | −41,23 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 11 979 | −3,85 | 1 204 | −3,91 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 1 054 | −69,40 | 106 | −69,65 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 3 094 | −61,96 | 311 | −61,98 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 121 | −99,19 | 12 | −99,20 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 096 969 | 0,47 | 110 284 | 0,39 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 72 773 | 63,37 | 7 316 | 63,23 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 109 601 | 11,18 | 11 019 | 11,09 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 005 | 0,00 | 202 | 0,00 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5 483 | 17,81 | 551 | 17,74 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 172 872 | −39,94 | 17 380 | −40,00 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 4 176 | −5,52 | 420 | −5,63 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 663 740 | 80,23 | 66 729 | 80,09 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 14 319 | −7,27 | 1 440 | −7,10 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 2 144 | 1,18 | 216 | 0,94 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1 040 | 105 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2 708 | −5,91 | 272 | −5,88 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 89 231 | −7,71 | 8 971 | −7,79 | ||||
| 2025-09-03 | 13F | American Trust | 2 932 | 295 | ||||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 14 751 | −0,07 | 1 483 | −0,20 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8 161 | −2,49 | 820 | −2,61 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 25 892 | 11,67 | 2 603 | 12,01 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 14 297 | 41,55 | 1 437 | 41,30 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 6 431 | −2,37 | 647 | −2,42 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 13 684 | 20,69 | 1 376 | 20,61 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 5 425 | 545 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 205 238 | −2,88 | 20 634 | −2,97 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 36 941 | −0,67 | 3 714 | −0,77 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 138 033 | −4,64 | 13 877 | −4,72 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 18 412 | −14,07 | 1 851 | −14,15 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 33 600 | 3 378 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 18 164 | −14,69 | 1 826 | −14,75 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 84 | 8 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 4 150 | −0,14 | 417 | −0,24 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 49 637 | 10,59 | 4 990 | 10,50 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 15 110 | −11,59 | 1 519 | −11,63 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 24 302 | 2,15 | 2 443 | 2,09 | ||||
| 2025-08-15 | 13F | Kestra Investment Management, LLC | 7 308 | 0,00 | 735 | 0,00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 3 179 | 320 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 60 128 | 17,68 | 6 045 | 17,59 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 31 154 | −11,73 | 3 132 | −11,80 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 65 | −97,08 | 7 | −97,32 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 17 000 | 18 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 126 933 | −0,92 | 12 761 | −1,01 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5 796 | 32,27 | 583 | 32,27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41 581 | 18,66 | 4 180 | 18,58 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 3 736 | 0,00 | 376 | 0,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 2 782 | −53,34 | 280 | −53,42 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 3 224 | −3,62 | 324 | −3,57 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 24 443 | −19,00 | 2 457 | −19,07 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 2 956 | 297 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 342 | −3,50 | 1 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 753 | −13,91 | 981 | −13,96 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 687 424 | 8,81 | 873 390 | 8,72 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 4 160 | −90,75 | 418 | −90,76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 95 379 | 7,50 | 9 589 | 7,40 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 514 | −66,84 | 52 | −67,10 | ||||
| 2025-07-16 | 13F | Novem Group | 28 446 | 2,83 | 2 860 | 2,73 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 667 | 0 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 880 | 0,00 | 88 | 0,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 080 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24 924 | −72,86 | 2 506 | −72,89 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7 991 | −9,68 | 803 | −9,78 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 110 | 0,00 | 11 | 0,00 | ||||
| 2025-05-13 | 13F | Simplify Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 56 854 | −0,54 | 5 716 | −0,63 | ||||
| 2025-05-05 | 13F | Eq Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 28 047 | 13,10 | 2 820 | 12,99 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 29 834 | −10,97 | 2 999 | −11,04 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6 300 | 40,94 | 633 | 40,98 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 2 426 | −0,29 | 244 | −0,41 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 68 929 | −6,86 | 6 930 | −6,94 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 11 233 | 1 129 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 657 | 156,64 | 66 | 164,00 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 33 688 | −1,36 | 3 387 | −1,46 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 105 816 | 27,89 | 10 638 | 27,78 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 26 648 | 13,44 | 2 679 | 13,37 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 4 319 | 0,00 | 434 | 0,00 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 20 007 | −16,10 | 2 011 | −16,17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 198 805 | 66,10 | 19 987 | 65,97 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 82 854 | −7,90 | 8 330 | −7,98 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 725 | −29,27 | 73 | −30,10 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 95 066 | 12,26 | 9 557 | 12,16 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10 751 | −18,84 | 1 081 | −18,92 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3 562 | −64,26 | 358 | −64,27 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 12 | 0,00 | 1 | 0,00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 102 612 | 172,17 | 10 316 | 171,97 | ||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 955 | 0,00 | 96 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 728 | −79,03 | 1 280 | −79,06 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 16 496 | 76,88 | 1 658 | 76,76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 61 518 | −12,91 | 6 185 | −12,99 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 7 123 | −64,62 | 716 | −64,64 |
