Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Sony Group Corporation - Depositary Receipt (Common Stock) inkluderer Marsico Capital Management Llc, WCMI - First Trust WCM International Equity ETF, Soundwatch Capital LLC, MIOFX - Marsico International Opportunities Fund, Gibbs Wealth Management, SummitTX Capital, L.P., J. Goldman & Co LP, Flow Traders U.s. Llc, Klein Pavlis & Peasley Financial, Inc., J. W. Coons Advisors, LLC, Entropy Technologies, LP, Glenmede Investment Management, LP, ABLG - TrimTabs All Cap International Free-Cash-Flow ETF, WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1, SIH Partners, LLLP, THMZ - Lazard Equity Megatrends ETF, Kercheville Advisors, LLC, Catalytic Wealth RIA, LLC, Scott Marsh Financial, LLC, og WUGI - AXS Esoterica NextG Economy ETF .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wedmont Private Capital | 18 879 | 17,20 | 475 | 28,73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 541 930 | 11,49 | 40 136 | 14,30 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 42 338 | 1 102 | ||||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 3 875 | 34,78 | 101 | 38,89 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 19 280 | 0,01 | 502 | 2,45 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 43 | 1 | ||||||
| 2025-08-07 | 13F | Tacita Capital Inc | 1 275 | 33 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 9 765 | 4,74 | 254 | 7,63 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 673 867 | 1,88 | 17 541 | 4,45 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 126 542 | 11,89 | 3 294 | 14,70 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 17 350 | 452 | ||||||
| 2025-07-30 | 13F | Farley Capital L.p. | 32 350 | 39,14 | 842 | 42,71 | ||||
| 2025-08-18 | 13F | Rexford Capital Inc | 2 815 | 73 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 132 426 | 53,26 | 3 419 | 55,86 | ||||
| 2025-07-28 | NP | AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 308 226 | 11,77 | 34 511 | 17,76 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 14 681 | 3,70 | 373 | 24,41 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 405 | 11 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 147 907 | 0,98 | 3 850 | 3,55 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 84 100 | 1,56 | 2 189 | 4,14 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 37 537 | 48,10 | 977 | 51,94 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 1 449 910 | 10,21 | 37 741 | 12,99 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7 981 | 14,83 | 208 | 17,61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 10 069 | 9,17 | 262 | 11,97 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 132 742 | 1,24 | 3 455 | 3,78 | ||||
| 2025-08-27 | NP | LOGO - Alpha Brands(TM) Consumption Leaders ETF | 6 781 | 177 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 45 172 | 1 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14 511 | 0,94 | 378 | 3,57 | ||||
| 2025-07-17 | 13F | Klein Pavlis & Peasley Financial, Inc. | 43 800 | 1 140 | ||||||
| 2025-08-28 | NP | IDVO - Amplify International Enhanced Dividend Income ETF | 294 722 | 133,32 | 7 672 | 139,20 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 34 007 | 10,24 | 885 | 13,03 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 40 | 1 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 069 | 28 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 14 752 | 3,97 | 0 | |||||
| 2025-05-12 | 13F | Mizuho Securities Usa Llc | 100 000 | 2 539 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 168 767 | 73,61 | 4 393 | 78,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 54 398 | 28,28 | 1 416 | 31,51 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 38 018 | 9,48 | 990 | 12,26 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 72 768 | 1,44 | 1 894 | 4,01 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 25 518 | 664 | ||||||
| 2025-08-29 | NP | LIVR - Intelligent Livermore ETF | 10 653 | 277 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 265 383 | 1,02 | 6 908 | 3,55 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 001 078 | 26 058 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 475 | 58,33 | 12 | 71,43 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14 529 | 26,55 | 378 | 31,25 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 9 750 | 15,44 | 254 | 18,22 | ||||
| 2025-08-14 | 13F | SIH Partners, LLLP | 31 536 | 821 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 34 327 | 8,31 | 894 | 11,07 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 15 729 | 21,09 | 409 | 24,32 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 7 287 | 36,03 | 190 | 38,97 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 9 615 | 250 | ||||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 640 673 | 203,06 | 16 677 | 210,71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 35 003 | 1,61 | 911 | 4,23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 244 | 0,05 | 241 | 2,56 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 227 143 | 234,85 | 5 913 | 243,32 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 7 826 | 204 | ||||||
| 2025-07-22 | 13F | Figure 8 Investment Strategies Llc | 109 388 | 4,41 | 2 847 | 7,03 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 693 422 | 2,03 | 18 050 | 4,60 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 41 014 | 1 068 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 659 | 17 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 36 128 | 17 437,86 | 940 | 18 700,00 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 10 378 | 0,01 | 270 | 2,66 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 7 775 | 202 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 9 953 | 259 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 42 450 | 16,83 | 1 116 | 22,50 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 671 003 | 19,23 | 17 466 | 22,23 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 22 727 | 43,13 | 592 | 46,65 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 8 066 | 210 | ||||||
| 2025-07-11 | 13F | Mitchell & Pahl Private Wealth, Llc | 39 923 | 3,47 | 1 039 | 6,13 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 4 105 | 171,32 | 107 | 231,25 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 19 868 | 103,71 | 517 | 109,31 | ||||
| 2025-08-11 | 13F | Wilkinson Global Asset Management LLC | 15 330 | 12,31 | 399 | 15,32 | ||||
| 2025-08-07 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 466 085 | 3 046,88 | 12 132 | 3 126,60 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 7 790 | 0,18 | 223 | 2,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35 896 | 11,71 | 934 | 14,60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 117 | 237 | ||||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 15 953 | 6,37 | 415 | 9,21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1 320 979 | 34 385 | ||||||
| 2025-08-27 | NP | MIOFX - Marsico International Opportunities Fund | 96 305 | 2 507 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 14 290 | 372 | ||||||
| 2025-08-14 | 13F | Atom Investors LP | 59 321 | 1 544 | ||||||
| 2025-08-12 | 13F | Dimensional Fund Advisors Lp | 2 743 856 | 0,35 | 71 423 | 2,88 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | NP | AVIV - Avantis International Large Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 318 071 | 7,53 | 8 391 | 13,29 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 27 361 | 2,62 | 712 | 5,33 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 8 894 | 3,09 | 232 | 5,48 | ||||
| 2025-08-14 | 13F | Xponance, Inc. | 8 737 | 1,66 | 227 | 4,13 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact Equity Fund Investor Shares | 201 075 | 6,18 | 5 228 | 25,41 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1 171 | 584,80 | 30 | 650,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 18 992 | 22,98 | 494 | 26,02 | ||||
| 2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 315 926 | 18,80 | 8 334 | 25,17 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 79 020 | 1,35 | 2 057 | 3,89 | ||||
| 2025-08-14 | 13F | Bridgefront Capital, LLC | 10 934 | 285 | ||||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 42 624 | 1,21 | 1 110 | 3,74 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 78 034 | 20,83 | 2 031 | 23,92 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 47 193 | 1 | ||||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 355 | 9 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 376 | 15,73 | 36 | 16,67 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 101 878 066 | 19,02 | 2 651 886 | 22,02 | ||||
| 2025-08-21 | NP | THMZ - Lazard Equity Megatrends ETF | 23 791 | 619 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 316 239 | 76,78 | 8 232 | 81,26 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 6 932 | 25,99 | 180 | 29,50 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 81 475 | 2 121 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 10 833 | 282 | ||||||
| 2025-08-13 | 13F | Norges Bank | 538 250 | 14 011 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 19 662 | 1,50 | 512 | 4,07 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 660 | 17 | ||||||
| 2025-04-29 | 13F | Callan Capital, LLC | 57 549 | 19,47 | 1 461 | 43,38 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 14 930 | 4,65 | 389 | 7,18 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 33 843 | 26,63 | 881 | 29,79 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 29 822 | 73,15 | 811 | 82,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 222 792 | 1,16 | 5 799 | 3,72 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 10 730 | 0,72 | 279 | 3,33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 998 985 | 4,10 | 26 004 | 6,73 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 655 | 69 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 11 712 | 305 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 138 380 | 36,44 | 3 602 | 39,88 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 47 521 | 3,06 | 1 237 | 5,64 | ||||
| 2025-08-14 | 13F | SummitTX Capital, L.P. | 57 566 | 1 498 | ||||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 81 838 | 38,18 | 2 130 | 41,72 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 8 222 | 0,78 | 209 | 0,97 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 9 523 | 248 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 288 171 | 2,39 | 7 501 | 4,98 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 380 | 10 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 94 989 | 23,31 | 2 | 100,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 16 059 | 8,42 | 418 | 11,17 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 83 517 | 0,12 | 2 174 | 2,65 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 11 464 | 2,03 | 298 | 6,05 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 126 | 3 | ||||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 2 510 | 1,83 | 65 | 4,84 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 23 109 | 5,79 | 602 | 8,48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 676 100 | 8,58 | 17 599 | 11,31 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 455 100 | 5,27 | 11 846 | 7,93 | |||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 105 031 | 105 | ||||||
| 2025-08-08 | 13F | Summitry Llc | 22 839 | 24,97 | 594 | 28,02 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 843 668 | 29,74 | 21 961 | 33,01 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 55 794 | 56,65 | 1 467 | 64,28 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 15 109 | 16,41 | 1 295 | 5,46 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 14 885 | 2,35 | 387 | 4,88 | ||||
| 2025-08-14 | 13F | Strategic Global Advisors, LLC | 45 326 | 15,29 | 1 180 | 18,14 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 153 590 | 43,20 | 4 133 | 53,55 | ||||
| 2025-08-13 | 13F | Capital International Inc /ca/ | 92 785 | 51,66 | 2 415 | 55,51 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 34 190 | 5,67 | 890 | 8,28 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 8 622 | 2,83 | 224 | 5,66 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 469 596 | 175,64 | 38 254 | 182,60 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22 554 | 138,16 | 587 | 144,58 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 80 414 | 74,55 | 2 093 | 79,04 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 12 477 | 2,98 | 325 | 5,54 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 482 524 | 41,60 | 64 620 | 45,17 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 249 | 61 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 10 | 0 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 26 129 | 0,71 | 680 | 3,34 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 868 | 8,77 | 23 | 10,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10 882 | 0,15 | 283 | 2,91 | ||||
| 2025-08-05 | 13F | Accuvest Global Advisors | 24 982 | 650 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 30 163 | 50,39 | 785 | 54,22 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 23 283 | 5,71 | 606 | 8,41 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 467 | 220 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 6 467 | 3,60 | 168 | 6,33 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 25 640 | 3,53 | 667 | 6,21 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 671 620 | 1,43 | 17 482 | 3,99 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 25 023 | 56,25 | 651 | 60,34 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 8 240 | 214 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7 467 718 | 1,31 | 194 385 | 3,86 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 15 013 | 70,41 | 391 | 74,89 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 21 567 | 14,46 | 560 | 17,15 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 365 936 | 10,88 | 9 525 | 13,68 | ||||
| 2025-05-14 | 13F | Credit Agricole S A | 40 629 | 6,57 | 1 032 | 27,92 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 370 | 10 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 8 954 | 233 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 110 614 | 2 877 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 897 | 37,79 | 23 | 43,75 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 354 274 | 22,42 | 9 222 | 25,51 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 26 308 | 56,34 | 685 | 60,19 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 110 317 | 1,79 | 2 872 | 4,36 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 10 180 | 1,14 | 265 | 3,53 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 008 | 10,33 | 52 | 13,04 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 89 408 | 1,75 | 2 327 | 4,35 | ||||
| 2025-08-12 | 13F | Dynamic Technology Lab Private Ltd | 100 191 | 2 608 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 129 184 | 66,87 | 3 363 | 71,09 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 180 | 5 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 191 216 | 11,55 | 4 977 | 14,36 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 6 813 | 1,49 | 177 | 4,12 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 13 200 | 344 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 973 638 | 4 056,60 | 50 269 | 4 167,23 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 148 | 220,67 | 30 | 222,22 | ||||
| 2025-07-18 | 13F | Columbia Asset Management | 109 248 | 2,78 | 2 844 | 5,37 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 13 396 | 0,38 | 349 | 2,96 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 65 700 | 1 710 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 12 912 | 6,42 | 336 | 9,09 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 37 629 | 200,24 | 979 | 207,86 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 568 | 89,33 | 15 | 100,00 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 473 381 | 2,43 | 12 450 | 7,02 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 42 062 | 1 095 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 980 | 81,48 | 52 | 88,89 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 40 523 | 3,16 | 1 055 | 5,72 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 66 906 | 5,38 | 1 819 | 11,32 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22 524 | 95,08 | 586 | 100,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12 072 | 314 | ||||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Call | 25 100 | 653 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11 001 | 7,97 | 286 | 10,85 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 635 638 | 5,96 | 16 546 | 8,63 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 566 520 | 1,27 | 14 747 | 3,82 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 110 864 | 11,12 | 2 836 | 11,92 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 513 | 91 | ||||||
| 2025-08-14 | 13F | Mairs & Power Inc | 8 175 | 213 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 9 154 | 238 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9 216 | 240 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 28 951 | 3,41 | 754 | 6,06 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 25 299 | 2,64 | 659 | 5,28 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 28 676 | 14,64 | 746 | 17,48 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 33 337 | 58,10 | 868 | 62,06 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 27 728 | 0,36 | 722 | 2,85 | ||||
| 2025-08-25 | NP | LEGR - First Trust Indxx Innovative Transaction & Process ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31 218 | 5,38 | 813 | 7,98 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 107 918 | 1,07 | 2 809 | 3,61 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 38 856 | 12,39 | 1 011 | 15,28 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 12 344 | 35,11 | 321 | 40,17 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 146 529 | 34,55 | 3 814 | 65,54 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 94 732 | 1,69 | 2 466 | 4,23 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 23 408 | 60,71 | 609 | 65,04 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 44 816 | 4,28 | 1 167 | 6,87 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 55 754 | 6,05 | 1 451 | 8,77 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 11 576 | 301 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4 500 | 117 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 60 150 | 1,05 | 1 566 | 3,57 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 8 883 | 3,82 | 231 | 6,45 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 16 922 | 440 | ||||||
| 2025-07-07 | 13F | Somerset Trust Co | 19 192 | 8,31 | 500 | 11,14 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 476 919 | 10,17 | 12 | 20,00 | ||||
| 2025-07-24 | NP | BMCIX - Blackrock High Equity Income Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 284 745 | 36,56 | 7 512 | 43,86 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14 839 | 13,46 | 386 | 16,27 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 379 | 92,39 | 244 | 98,37 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 9 420 | 245 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 234 412 | 9,48 | 6 102 | 34,68 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 296 | 8 | ||||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 17 550 | 457 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 10 989 | 2,17 | 286 | 4,76 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 36 947 | 117,62 | 962 | 122,97 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 85 553 | 66,73 | 2 227 | 70,97 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 91 375 | 4,09 | 2 378 | 6,73 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 55 170 | 27,27 | 1 436 | 30,55 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 100 | 3 | ||||||
| 2025-07-23 | 13F | Optas, LLC | 19 052 | 2,66 | 496 | 5,10 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1 430 | 36 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | Call | 387 700 | 989,04 | 10 092 | 1 017,50 | |||
| 2025-08-01 | 13F | Rossby Financial, LCC | 18 897 | 2,63 | 492 | 6,97 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Put | 490 800 | 69,48 | 12 776 | 73,76 | |||
| 2025-07-31 | 13F | Brighton Jones Llc | 17 131 | 6,32 | 446 | 8,80 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 34 487 | 99,13 | 898 | 104,33 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 37 703 | 93,52 | 981 | 98,58 | ||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 13 303 | 15,89 | 346 | 17,29 | ||||
| 2025-08-13 | 13F | Capital International Investors | 1 753 590 | 3 317,50 | 46 119 | 3 483,45 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 10 835 | 16,24 | 282 | 19,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 922 552 | 76,70 | 50 044 | 81,16 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10 650 | 32,02 | 277 | 35,78 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 705 024 | 27,50 | 18 352 | 30,71 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 430 | 11 | ||||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 11 648 | 303 | ||||||
| 2025-08-08 | 13F | Advisory Resource Group | 42 989 | 2,91 | 1 119 | 5,57 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 20 187 | 4,52 | 513 | 25,49 | ||||
| 2025-07-28 | 13F | Bayforest Capital Ltd | 40 507 | 1 054 | ||||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 30 463 | 1,42 | 793 | 3,94 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 105 000 | 116,05 | 2 733 | 121,65 | |||
| 2025-08-14 | 13F | Syon Capital Llc | 36 829 | 3,97 | 959 | 6,56 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 17 450 | 3,10 | 454 | 5,83 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 313 117 | 3,32 | 8 150 | 5,93 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 24 330 | 0,62 | 633 | 3,26 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 910 | 527,59 | 24 | 666,67 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 5 406 | 12,51 | 141 | 15,57 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 722 545 | 2,34 | 44 838 | 4,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 160 306 | 30,05 | 4 | 33,33 | ||||
| 2025-08-13 | 13F | Thornburg Investment Management Inc | 662 836 | 1,75 | 17 254 | −89,57 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 21 077 | 549 | ||||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 264 690 | 0,18 | 6 890 | 2,70 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 205 049 | 5 337 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 11 066 | 2,81 | 288 | 5,49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 369 781 | 9,18 | 9 627 | 11,97 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 37 889 | 5,94 | 986 | 8,59 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 55 200 | 1 437 | |||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 4 810 | 4,50 | 0 | |||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 4 500 | 117 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 213 483 | 6,18 | 5 557 | 8,86 | ||||
| 2025-08-26 | NP | WUGI - AXS Esoterica NextG Economy ETF | 12 599 | 328 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 21 200 | 49,42 | 1 | |||||
| 2025-07-09 | 13F | Sivia Capital Partners, LLC | 22 013 | 23,38 | 573 | 26,55 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 18 879 | 10,55 | 491 | 13,39 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 41 000 | 1 | ||||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 62 581 | 188,59 | 1 629 | 196,00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 8 747 | 228 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 15 985 | 32,69 | 416 | 36,39 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 328 | 343,24 | 9 | 700,00 | ||||
| 2025-07-30 | NP | IAFEX - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund | 111 | 3 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16 918 | 54,45 | 440 | 58,27 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 194 | 49,23 | 5 | 66,67 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 21 740 | 16,49 | 1 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8 930 | 22,50 | 232 | 25,41 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 10 000 | 260 | |||||
| 2025-07-08 | 13F | Little House Capital Llc | 101 667 | 49,37 | 2 646 | 53,13 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 209 600 | 73,22 | 5 456 | 77,57 | |||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 156 300 | 17,96 | 4 068 | 20,93 | |||
| 2025-08-08 | 13F | Gts Securities Llc | 21 203 | 552 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 5 948 003 | 2,25 | 154 827 | 4,83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 404 | 13,32 | 37 | 16,13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 366 466 | 8,31 | 10 | 12,50 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 25 156 | 0,62 | 655 | 4,31 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 173 043 | 4 504 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 11 348 | 9,40 | 288 | 31,51 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 79 536 | 15,85 | 2 | 100,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9 383 | 0,62 | 300 | 26,69 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 3 994 | 104 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 14 118 | 3,78 | 368 | 6,38 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 680 684 | 3,57 | 43 748 | 26,45 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 17 764 | 10,04 | 462 | 12,96 | ||||
| 2025-08-28 | NP | KOMP - SPDR S&P Kensho New Economies Composite ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 227 522 | 33,96 | 5 922 | 37,34 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 440 | 1,15 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 530 867 | 0,15 | 13 818 | 2,67 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 30 400 | 791 | ||||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 144 160 | 3,83 | 3 752 | 7,72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27 749 | 21,37 | 722 | 24,48 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 519 | 0,19 | 14 | 0,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 56 042 | 101,03 | 1 459 | 106,22 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 7 921 | 206 | ||||||
| 2025-08-26 | NP | WCMI - First Trust WCM International Equity ETF | 221 625 | 5 769 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 894 622 | 7,92 | 75 347 | 10,64 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 62 | 2 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 16 501 | 24,57 | 430 | 27,68 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10 110 | 3,69 | 263 | 6,48 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 11 461 | 298 | ||||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 449 348 | 0,05 | 11 697 | 2,57 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 2 488 | 100,65 | 61 | 93,55 | ||||
| 2025-08-07 | 13F | Commerce Bank | 14 686 | 31,02 | 382 | 34,51 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 32 604 | 41,81 | 849 | 45,45 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7 923 | 206 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 900 | 58,99 | 75 | 63,04 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 5 817 383 | 0,12 | 151 426 | 2,64 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 082 | 12,51 | 132 | 15,79 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 15 145 | 0,24 | 394 | 2,87 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 63 132 | 5,50 | 1 643 | 8,16 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 585 467 | 17,61 | 15 240 | 20,57 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 7 943 | 207 | ||||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 156 138 | 9,07 | 4 064 | 11,83 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | Call | 7 700 | 200 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 373 | 13,96 | 137 | 15,25 | ||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 56 010 | 1 458 | ||||||
| 2025-06-20 | NP | ABLG - TrimTabs All Cap International Free-Cash-Flow ETF | 37 938 | 986 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 13 318 | 3,69 | 347 | 6,13 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 1 925 | 13,04 | 50 | 4,17 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 188 | 5 | ||||||
| 2025-08-14 | 13F | Bayesian Capital Management, LP | 44 300 | 56,21 | 1 153 | 60,14 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 39 991 | 3,85 | 1 041 | 6,45 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 21 340 | 5,87 | 555 | 8,61 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 43 589 | 11,26 | 1 135 | 14,08 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 61 801 | 34,98 | 1 609 | 38,38 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 40 624 | 7,11 | 1 057 | 9,76 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 39 688 | 0,43 | 967 | −3,69 | ||||
| 2025-08-12 | 13F | Entropy Technologies, LP | 42 438 | 1 105 | ||||||
| 2025-07-29 | 13F | Wcm Investment Management, Llc | 139 188 | 1,10 | 3 661 | 5,96 | ||||
| 2025-08-12 | 13F | Marsico Capital Management Llc | 328 733 | 8 557 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 262 | 0,38 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Handelsbanken Fonder AB | 950 000 | 97,92 | 25 | 100,00 | ||||
| 2025-08-14 | 13F | State Street Corp | 305 087 | 23,04 | 7 941 | 26,15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 25 037 142 | 15,57 | 651 717 | 18,48 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 73 201 | 0,12 | 1 905 | 2,64 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 409 300 | 5,30 | 10 654 | 7,95 | |||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 257 600 | 2,22 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 48 868 | 1,27 | 1 272 | 3,84 | ||||
| 2025-08-13 | 13F | Capital World Investors | 4 980 788 | 0,32 | 129 668 | 2,88 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 188 | 370,00 | 5 | 300,00 | ||||
| 2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 18 277 | 476 | ||||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 4 000 | 0 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 211 638 | 9,19 | 5 509 | 11,93 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 45 127 | 20,33 | 1 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 79 782 | 35,70 | 2 077 | 39,14 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 285 | 7 | ||||||
| 2025-08-07 | 13F | Capital Wealth Planning, LLC | 296 354 | 134,62 | 7 714 | 140,54 | ||||
| 2025-08-14 | 13F | Jain Global LLC | 10 125 | 264 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6 005 208 | 14,35 | 156 317 | 17,23 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 13 119 | 1,39 | 341 | 3,96 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 44 715 | 1,29 | 1 164 | 3,84 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 11 000 | 7,71 | 286 | 10,42 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 17 160 | 0,96 | 447 | 3,48 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 1 858 451 | 15,02 | 48 375 | 17,92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 320 623 | 13,28 | 8 346 | 16,13 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 62 956 | 31,13 | 1 639 | 34,48 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 177 439 | 1,89 | 4 619 | 4,46 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 100 | 3 | ||||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 512 752 | 6,52 | 13 347 | 9,20 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 27 117 | 2,74 | 706 | 5,22 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 37 290 | 105,76 | 971 | 110,87 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 8 112 | 206 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 138 214 | 3,16 | 4 | 0,00 | ||||
| 2025-07-29 | NP | FFND - The Future Fund Active ETF | 33 035 | 18,24 | 871 | 24,61 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 10 044 | 255 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 23 344 | 90,73 | 608 | 95,81 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 12 984 | 36,89 | 338 | 40,42 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 41 663 | 36,81 | 1 084 | 40,23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 470 012 | 87,41 | 12 234 | 92,15 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 8 429 | 8,22 | 219 | 11,17 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 43 010 | 1 120 | ||||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 25 097 | 11,15 | 653 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 500 | 39 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 5 615 401 | 172,80 | 146 | 180,77 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 513 | 0,19 | 274 | 2,63 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 100 788 | 3,63 | 2 624 | 6,24 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 14 469 | 19,87 | 377 | 22,88 | ||||
| 2025-08-13 | 13F | Blueshift Asset Management, LLC | 9 454 | 246 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 624 | 5,76 | 16 | 14,29 | ||||
| 2025-08-26 | NP | WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 | 32 828 | 855 | ||||||
| 2025-07-28 | NP | AVDEX - Avantis International Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 74 405 | 1,07 | 1 963 | 6,46 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 30 017 | 0,51 | 781 | 3,03 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 3 397 | 13,61 | 88 | 17,33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 188 270 | 18,72 | 4 901 | 21,71 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 23 041 | 32,63 | 600 | 35,83 | ||||
| 2025-08-28 | NP | GHTA - Goose Hollow Tactical Allocation ETF | 6 200 | 161 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 650 | 15,04 | 17 | 14,29 |
