Grunnleggende statistikk
| Institusjonelle eiere | 340 total, 339 long only, 0 short only, 1 long/short - change of 3,31% MRQ |
| Gjennomsnittlig porteføljeallokering | 0.1895 % - change of −13,41% MRQ |
| Institusjonelle aksjer (Long) | 12 687 012 (ex 13D/G) - change of 0,18MM shares 1,46% MRQ |
| Institusjonell verdi (Long) | $ 1 202 872 USD ($1000) |
Institusjonelt eierskap og aksjonærer
Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF (US:VIOO) har 340 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 12,687,012 aksjer. De største aksjonærene inkluderer Orgel Wealth Management, LLC, Bank Of America Corp /de/, Morgan Stanley, Mariner, LLC, Raymond James Financial Inc, Cerity Partners LLC, UBS Group AG, Ameriprise Financial Inc, Wells Fargo & Company/mn, and LPL Financial LLC .
Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF (ARCA:VIOO) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.
The share price as of September 12, 2025 is 109,80 / share. Previously, on September 16, 2024, the share price was 105,72 / share. This represents an increase of 3,86% 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 43 236 | 10,41 | 4 377 | 15,80 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7 040 | 713 | ||||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 7 468 | 17,66 | 756 | 23,37 | ||||
| 2025-08-12 | 13F | Weik Capital Management | 5 320 | −7,56 | 539 | −3,06 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10 926 | 32,98 | 1 106 | 39,65 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 550 | 15,06 | 56 | 19,57 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 19 380 | −0,78 | 1 993 | 3,96 | ||||
| 2025-05-08 | 13F | 360 Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 201 953 | −11,57 | 20 444 | −7,24 | ||||
| 2025-07-31 | 13F | City State Bank | 50 | 0,00 | 5 | 25,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 38 914 | −12,31 | 3 945 | −7,39 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 2 253 | 0,00 | 228 | 5,07 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13 332 | 1 350 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 52 302 | −9,67 | 5 294 | −5,24 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 13 313 | −15,16 | 1 348 | −11,03 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 7 575 | 1 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 8 298 | 0,00 | 840 | 5,00 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 6 827 | −15,70 | 691 | −11,52 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 3 109 | −1,46 | 315 | 3,29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 36 606 | −0,29 | 3 706 | 4,60 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 812 | 0,00 | 487 | 4,96 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5 956 | 0,00 | 603 | 4,88 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 043 | −5,70 | 106 | −0,94 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 230 880 | 17,55 | 23 372 | 23,29 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 15 597 | 11,22 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 998 | 0,00 | 101 | 4,17 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 10 934 | 0,00 | 1 107 | 4,83 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 53 792 | 5 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 174 | 17 300,00 | 18 | −5,56 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 27 814 | −27,88 | 2 816 | −24,37 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 125 867 | 1 476,10 | 12 742 | 1 554,68 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 61 | 0,00 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 87 956 | 0,00 | 8 904 | 4,89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 615 419 | −1,96 | 62 299 | 2,84 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 7 314 | −0,88 | 740 | 3,93 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 5 753 | −48,31 | 582 | −45,81 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 607 | 0,00 | 61 | 22,00 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 30 184 | 16,94 | 3 056 | 22,64 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 8 008 | 1,26 | 811 | 6,16 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2 447 | −12,07 | 248 | −7,84 | ||||
| 2025-08-12 | 13F | Bokf, Na | 5 538 | 40,99 | 561 | 47,76 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 11 135 | 0,00 | 1 127 | 4,93 | ||||
| 2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10 | 1 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 165 | −82,70 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 28 319 | −1,47 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 418 340 | 5,57 | 42 348 | 10,73 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3 400 | 6,25 | 344 | 11,69 | |||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 36 227 | −27,36 | 3 667 | −23,81 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 600 | 20,00 | 61 | 25,00 | |||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 3 969 | 5,73 | 402 | 10,77 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 39 403 | 25,08 | 3 989 | 31,18 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 68 | 0,00 | 7 | −14,29 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5 508 | 0,00 | 558 | 4,90 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2 349 | 3,03 | 238 | 7,73 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4 521 | −25,59 | 458 | −22,01 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7 078 | −0,60 | 716 | 9,15 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 17 225 | 1 744 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 10 | −64,29 | 1 | −50,00 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 3 286 | 26,19 | 333 | 32,27 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 24 | −92,00 | 2 | −92,86 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 331 | −18,27 | 33 | −15,38 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10 360 | 135,45 | 1 049 | 147,17 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11 098 | 1 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 280 | 0,00 | 28 | 3,70 | ||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 382 | 444 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 053 | −37,87 | 613 | −34,89 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | Call | 61 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 9 | 0,00 | 1 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 493 | 0,00 | 50 | 4,26 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 17 377 | −0,39 | 1 759 | 4,52 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 3 022 | −11,53 | 306 | −7,29 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Mitsubishi UFJ Asset Management (UK) Ltd. | 95 800 | −23,24 | 10 | −25,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 542 | 15,57 | 55 | 20,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 81 258 | 1,68 | 8 226 | 6,64 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 50 | 0,00 | 5 | 25,00 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 27 | 0 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 26 563 | 351,21 | 2 689 | 373,24 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 208 | 0,00 | 21 | 5,00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 168 | 0,00 | 18 | 6,25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 340 064 | −11,08 | 34 425 | −6,83 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 4 133 | 0,00 | 418 | 5,03 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 3 043 | 308 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 26 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 36 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 40 057 | −0,18 | 4 055 | 4,70 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 757 | −0,21 | 1 190 | 4,66 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15 142 | −16,66 | 1 533 | −12,61 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 491 | 1,66 | 50 | 6,52 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 198 | 16,47 | 20 | 25,00 | ||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 5 962 | 0,00 | 604 | 4,87 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 152 172 | −1,89 | 15 404 | 2,91 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 40 506 | −5,36 | 4 | 0,00 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 13 717 | −19,60 | 1 389 | −15,67 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 437 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 2 076 | 0,00 | 210 | 5,00 | ||||
| 2025-08-11 | 13F | Eq Llc | 22 493 | −37,80 | 2 277 | −34,77 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 6 188 | 0,00 | 626 | 4,86 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 068 | 209 | ||||||
| 2025-08-08 | 13F | Creative Planning | 274 709 | 1,82 | 27 809 | 6,80 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 238 | 24 | ||||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 4 160 | 0,00 | 421 | 4,99 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 4 300 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 136 836 | 95,00 | 13 852 | 104,53 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 212 | 0,00 | 21 | 5,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 072 | 0,00 | 108 | 4,85 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 27 075 | 0,39 | 2 741 | 5,30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 395 | 287,50 | 141 | 314,71 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 23 827 | 159,10 | 2 412 | 171,93 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28 697 | 0,49 | 2 905 | 5,41 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 619 | −7,49 | 0 | |||||
| 2025-08-05 | 13F | Snider Financial Group | 6 451 | 1,67 | 653 | 6,70 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 270 | 0,00 | 27 | 3,85 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Huntington National Bank | 25 | −11,11 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 150 | −93,48 | 15 | −93,21 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 584 | 0,00 | 59 | 5,36 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 179 | 0,00 | 524 | 5,01 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 165 410 | −1,02 | 16 744 | 3,83 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 2 223 | 0,00 | 225 | 5,14 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 61 914 | 9,89 | 6 267 | 15,27 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 75 112 | −0,65 | 7 604 | 4,21 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 3 120 | 0,00 | 316 | 4,65 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 26 811 | 9,67 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 787 | 80 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1 267 | −11,71 | 128 | −7,25 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 148 | −94,70 | 15 | −94,42 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 376 | 9,30 | 38 | 15,15 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4 580 | 43,12 | 464 | 50,32 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 20 | 0,00 | 2 | 100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 220 | −37,50 | 22 | −33,33 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 11 401 | −2,25 | 1 154 | 2,58 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 2 446 | −14,86 | 248 | −10,83 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2 400 | 243 | ||||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 3 894 | −9,46 | 394 | −5,06 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 177 239 | 16,63 | 17 942 | 22,33 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 6 230 | −3,58 | 631 | 1,12 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5 902 | −17,50 | 597 | −13,48 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 42 403 | −8,59 | 4 292 | −4,13 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 23 455 | 25,68 | 2 | 100,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12 975 | 12,78 | 1 313 | 18,29 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 46 | 0,00 | 5 | 0,00 | ||||
| 2025-07-16 | 13F | First American Bank | 24 045 | 0,00 | 2 434 | 4,91 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 39 | 4 | ||||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 42 197 | −1,55 | 4 272 | 3,26 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 2 539 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 265 116 | 2,78 | 26 838 | 7,80 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 226 | 0,00 | 23 | 4,76 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 476 | −3,28 | 453 | 1,57 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 8 850 | −2,85 | 896 | 1,82 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 030 | −0,32 | 408 | 4,62 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 2 208 | 0,00 | 223 | 4,69 | ||||
| 2025-07-23 | 13F | Hemenway Trust Co LLC | 2 457 | 0,00 | 249 | 4,64 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 844 | −48,25 | 490 | −45,74 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 840 | −26,75 | 295 | −14,24 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 154 | 16 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 3 658 | −11,34 | 370 | −1,33 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16 051 | 0,00 | 1 646 | 6,26 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 5 695 | 0,00 | 577 | 4,92 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 26 287 | 48,29 | 2 661 | 55,61 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 25 256 | 29,69 | 2 557 | 36,03 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 174 | 3,17 | 524 | 8,28 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 5 479 | −3,01 | 555 | 1,65 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 7 028 | 0,07 | 711 | 5,02 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 124 | 1,44 | 114 | −3,42 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 237 | −17,42 | 24 | −11,11 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 4 126 | 7,62 | 418 | 12,70 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5 221 | 1,89 | 504 | −7,37 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 141 586 | 12,10 | 14 333 | 17,58 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 16 051 | 0,00 | 1 625 | 4,84 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 36 024 | 0,00 | 3 647 | 4,89 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 3 713 | 376 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 6 016 | 609 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2 380 | 0,00 | 241 | 4,80 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 542 | 5,35 | 375 | 19,81 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9 821 | −5,11 | 994 | −0,40 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 9 018 | 0,00 | 913 | 4,83 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 34 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 519 | 53 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 281 695 | −21,96 | 28 516 | −18,15 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 674 | −33,27 | 68 | −29,90 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7 117 | 12,72 | 720 | 18,23 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 46 248 | −2,27 | 4 682 | 2,52 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 4 304 | 0,00 | 436 | 4,82 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 858 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 830 | 0,00 | 84 | 5,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 6 364 | 0,00 | 644 | 4,89 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 154 | 5,48 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4 906 | 0,00 | 497 | 4,86 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 974 | 0,00 | 402 | 4,96 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 24 755 | −84,36 | 2 506 | −83,60 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 000 | 202 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 106 209 | −6,25 | 10 751 | −1,66 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5 506 | 156,57 | 557 | 170,39 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 798 | 167,79 | 81 | 185,71 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 755 | 279 | ||||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 18 221 | −2,30 | 2 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 50 041 | −0,14 | 5 066 | 4,74 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 8 | 0,00 | 1 | |||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 3 492 | −1,88 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5 900 | −59,86 | 597 | −57,90 | ||||
| 2025-04-29 | 13F | Brass Tax Wealth Management, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 12 267 | −34,98 | 1 184 | −40,85 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 1 311 200 | 10,42 | 132 733 | 15,82 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 3 087 | 312 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 942 | 13,93 | 399 | 19,82 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 15 | 15,38 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3 149 | 0,00 | 334 | 13,65 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11 551 | 1,16 | 1 203 | 9,67 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 851 | −29,26 | 289 | −25,77 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Sunpointe, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Prostatis Group LLC | 2 906 | 294 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 39 | −79,90 | 4 | −83,33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12 161 | −73,77 | 1 231 | −72,49 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 1 983 | 201 | ||||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 1 988 | 201 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 895 | −75,66 | 597 | −74,50 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 19 180 | −11,41 | 1 942 | −7,08 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5 935 | 0,53 | 601 | 5,45 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 230 723 | −6,26 | 23 356 | −1,68 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14 580 | 3,71 | 1 476 | 8,78 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 6 979 | 6,31 | 706 | 11,53 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 4 570 | 0,00 | 463 | 4,76 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 4 430 | −0,32 | 448 | 4,67 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 216 | 0,00 | 22 | 5,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 325 836 | 2,94 | 32 984 | 7,98 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8 927 | −21,82 | 904 | −18,06 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 18 177 | 14,82 | 1 840 | 20,50 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 628 | 0,00 | 266 | 5,14 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 920 | 201 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 234 413 | 52,25 | 23 730 | 59,71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 66 822 | 581,30 | 6 764 | 615,01 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 8 599 | 0,09 | 870 | 4,95 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 8 879 | 1,65 | 899 | 6,52 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 153 | 0,00 | 15 | 7,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 045 | −7,88 | 207 | −3,27 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 43 874 | 118,15 | 4 441 | 108,30 | ||||
| 2025-05-13 | 13F | Beacon Pointe Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 36 360 | 4 | ||||||
| 2025-07-22 | 13F | Romano Brothers And Company | 13 665 | 0,74 | 1 383 | 5,65 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 42 288 | −59,58 | 4 281 | −57,61 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4 471 | 0,00 | 453 | 4,87 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 158 217 | 74,30 | 16 016 | 82,83 | ||||
| 2025-07-16 | 13F | Flower City Capital | 25 494 | −22,00 | 2 581 | −18,20 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 4 449 | −2,71 | 450 | 1,81 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 52 436 | 4,33 | 5 308 | 9,44 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 2 871 | 0,00 | 291 | 4,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 19 780 | 9,65 | 2 002 | 15,06 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 11 202 | −2,79 | 1 134 | 1,89 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4 622 | 0,00 | 468 | 4,71 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 191 924 | −34,74 | 19 | −32,14 | ||||
| 2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 2 317 | 235 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 14 759 | −3,09 | 1 494 | 1,70 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 402 741 | −0,53 | 40 770 | 4,34 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 161 | −4,73 | 16 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 807 | −64,10 | 82 | −62,50 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 4 077 | 413 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 3 741 | −20,88 | 379 | −17,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 770 291 | 4,05 | 77 977 | 9,14 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 180 | −53,61 | 18 | −51,35 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 740 | 0,00 | 176 | 5,39 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 17 049 | −24,79 | 1 726 | −21,12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 39 555 | −14,65 | 4 004 | −10,47 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 238 | 3,77 | 0 | |||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 4 281 | 2,76 | 433 | 7,71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 233 | 25 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 44 624 | 304,09 | 4 517 | 324,13 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 2 440 | 0,00 | 247 | 4,68 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 4 014 | 0,00 | 387 | 0,00 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 100 | 0,00 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14 832 | 65,35 | 1 501 | 73,53 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 4 290 | 16,96 | 434 | 22,95 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2 240 | 227 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 184 | −44,62 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2 036 | 208 | ||||||
| 2025-08-20 | NP | POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares | 6 450 | 0,00 | 653 | 4,82 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 150 | 0,00 | 15 | 7,14 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 691 | 9,34 | 70 | 13,11 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 19 862 | 7,81 | 2 011 | 13,11 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 261 839 | −1,57 | 26 506 | 3,24 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 75 515 | 38,74 | 8 | 40,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 28 278 | 925,68 | 2 863 | 984,09 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 13 729 | 1 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7 762 | 3,40 | 786 | 8,43 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 47 821 | 0,00 | 4 841 | 4,88 | ||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 47 | −99,96 | 5 | −99,96 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 22 478 | −8,94 | 2 275 | −4,49 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 7 896 | 1,48 | 823 | 26,07 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 87 465 | −4,89 | 8 441 | −13,43 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 14 540 | 1 472 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 453 | 0,00 | 248 | 5,08 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8 133 | 0,26 | 823 | 5,24 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 69 508 | 13,43 | 7 036 | 18,99 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 12 126 | −4,17 | 1 228 | 0,49 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2 906 | 0,00 | 294 | 5,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 17 938 | −0,34 | 1 816 | 4,49 | ||||
| 2025-09-03 | 13F | American Trust | 3 295 | 334 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8 367 | −37,33 | 847 | −34,32 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 588 | 0,00 | 60 | 5,36 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 243 | −44,58 | 126 | −46,58 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 33 | 0,00 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 19 364 | 1 960 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 4 774 | 13,26 | 483 | 18,97 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 12 489 | 0,00 | 1 264 | 4,90 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 3 290 | 6,65 | 333 | 12,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 258 384 | 26,29 | 26 165 | 32,47 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 15 380 | 0,00 | 1 557 | 4,85 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1 070 | 0,00 | 108 | 4,85 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12 075 | 1,49 | 1 222 | 6,45 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 37 068 | 147,48 | 3 752 | 159,65 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 123 621 | −4,67 | 12 514 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 844 701 | 0,42 | 85 509 | 5,34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 262 | 0,00 | 128 | 4,96 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3 308 | −44,01 | 335 | −41,40 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 12 437 | −24,11 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 464 | 654 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 3 226 | −0,06 | 327 | 4,82 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2 315 | 0,00 | 234 | 4,93 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 123 346 | 1,78 | 12 | 9,09 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 3 557 | 0,00 | 360 | 5,57 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 7 050 | 0,28 | 714 | 5,16 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2 802 | −14,83 | 284 | −10,73 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 28 954 | −33,00 | 2 931 | −29,71 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 63 | 0,00 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 39 | −87,00 | 4 | −90,32 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7 097 | 0,00 | 718 | 4,97 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 4 094 | 0,00 | 414 | 4,81 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 3 569 | −1,65 | 361 | 3,14 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3 721 | 2,76 | 377 | 7,74 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 66 | 0,00 | 7 | 0,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 360 619 | 36,74 | 36 505 | 43,43 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4 913 | 0,00 | 497 | 4,85 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 13 696 | 174,63 | 1 386 | 188,15 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3 431 | 0,00 | 347 | 4,83 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 2 874 | 31,05 | 291 | 37,44 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 26 628 | 2,40 | 2 696 | 7,41 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 4 861 | −1,42 | 492 | 3,58 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 6 284 | −51,75 | 636 | −49,36 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 048 | 15,72 | 309 | 21,26 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 34 331 | 0,00 | 3 475 | 4,95 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 3 705 | 0,00 | 375 | 5,04 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 2 139 | −0,65 | 217 | 4,35 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 10 624 | 1,67 | 1 076 | 6,65 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 404 | 0,00 | 41 | 5,26 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 5 715 | 1 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 74 | 0,00 | 7 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 163 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 6 428 | 22,21 | 651 | 28,21 |
