Statistiche di base
Proprietari istituzionali | 316 total, 316 long only, 0 short only, 0 long/short - change of 3,26% MRQ |
Allocazione media del portafoglio | 0.3875 % - change of -11,79% MRQ |
Azioni istituzionali (Long) | 48.393.108 (ex 13D/G) - change of -4,10MM shares -7,82% MRQ |
Valore istituzionale (Long) | $ 2.650.038 USD ($1000) |
Proprietà istituzionale e azionisti
iShares Trust - iShares California Muni Bond ETF (US:CMF) ha 316 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 48,393,108 azioni. I maggiori azionisti includono Wealthfront Advisers Llc, Charles Schwab Investment Management Inc, Fmr Llc, Jane Street Group, Llc, Morgan Stanley, Bailard, Inc., Facet Wealth, Inc., Syon Capital Llc, EP Wealth Advisors, Inc., and Bank Of America Corp /de/ .
(iShares Trust - iShares California Muni Bond ETF (ARCA:CMF) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
The share price as of September 5, 2025 is 56,22 / share. Previously, on September 9, 2024, the share price was 57,87 / share. This represents a decline of 2,85% over that period.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Rapporto put/call istituzionale
Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.
L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.
Depositi 13D/G
Presentiamo i depositi 13D/G separatamente dai depositi 13F a causa del diverso trattamento da parte della SEC. I depositi 13D/G possono essere presentati da gruppi di investitori (con un unico leader), mentre i depositi 13F no. Ciò comporta situazioni in cui un investitore può depositare un documento 13D/G riportando un valore per il totale delle azioni (che rappresenta tutte le azioni possedute dal gruppo di investitori), e poi depositare un documento 13F riportando un valore diverso per il totale delle azioni (che rappresenta esclusivamente la propria proprietà). Ciò significa che la proprietà delle azioni nei depositi 13D/G e nei depositi 13F spesso non sono direttamente comparabili, pertanto le presentiamo separatamente.
Nota: a partire dal 16 maggio 2021, non mostriamo più i proprietari che non hanno depositato un documento 13D/G nellultimo anno. In precedenza, mostravamo lintero storico dei depositi 13D/G. In generale, le entità che sono tenute a depositare i documenti 13D/G devono farlo almeno una volta all'anno prima di presentare un deposito di chiusura. Tuttavia, a volte i fondi escono dalle posizioni senza presentare un deposito di chiusura (cioè, procedono a una liquidazione), per cui la visualizzazione dell'intero storico a volte generava confusione sull'attuale proprietà. Per evitare confusione, ora mostriamo solo i proprietari "attuali", ossia quelli che hanno effettuato un deposito nell'ultimo anno.
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Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | Bristlecone Advisors, LLC | 17.065 | -0,20 | 951 | -1,14 | ||||
2025-08-14 | 13F | Mariner, LLC | 826.709 | -2,67 | 46.077 | -3,60 | ||||
2025-08-13 | 13F | Rinkey Investments | 244.258 | 177,03 | 13.615 | 174,37 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 7.050 | 42,42 | 393 | 41,01 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 11.987 | 228,68 | 668 | 221,15 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 239.443 | 16,95 | 13.347 | 15,83 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 519.514 | 10,71 | 28.958 | 9,65 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 64.738 | 49,92 | 3.608 | 48,48 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 116.458 | -6,66 | 6.491 | -7,55 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 13.137 | 87,94 | 726 | 90,05 | ||||
2025-08-08 | 13F | Gts Securities Llc | 160.618 | 8.953 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 5.839 | -51,30 | 325 | -51,78 | ||||
2025-08-08 | 13F | Creative Planning | 200.340 | -17,46 | 11.167 | -18,25 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 226.840 | -3,95 | 12.644 | -4,88 | ||||
2025-08-12 | 13F | Fca Corp /tx | 3.636 | -16,72 | 203 | -17,55 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 41 | -37,88 | 2 | -33,33 | ||||
2025-07-15 | 13F | Tenon Financial LLC | 12.798 | 0,00 | 713 | -0,97 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 3.726 | -92,44 | 208 | -92,45 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 40.272 | -3,49 | 2.245 | -4,43 | ||||
2025-08-14 | 13F | Colony Group, LLC | 163.725 | 6,19 | 9.126 | 5,17 | ||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5.266 | -17,32 | 0 | |||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13.896 | 775 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 5.319 | -22,62 | 296 | -23,32 | ||||
2025-05-06 | 13F | WESPAC Advisors SoCal, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 3.744 | 5,08 | 209 | 4,00 | ||||
2025-04-23 | 13F | Integris Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 29.095 | 1.622 | ||||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 15.806 | 0,00 | 881 | -0,90 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 199.252 | -41,21 | 11.106 | -41,78 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 100.882 | 1.522,42 | 5.623 | 1.511,17 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4.372 | -17,83 | 244 | -18,73 | ||||
2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 6.892 | -34,53 | 384 | -35,14 | ||||
2025-05-06 | 13F | a16z Perennial Management, L.P. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 4.333 | -28,57 | 242 | -29,33 | ||||
2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 10.189 | -57,18 | 567 | -57,73 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 37.886 | 26,08 | 2.112 | 24,84 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 4.408 | 0,62 | 246 | -0,41 | ||||
2025-08-08 | 13F | Union Savings Bank | 6.411 | 6,30 | 355 | 4,72 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 7.717.458 | -24,78 | 430.171 | -25,51 | ||||
2025-06-23 | NP | SRCMX - California Municipal Fund Class A | 702 | 0,00 | 39 | 0,00 | ||||
2025-05-09 | 13F | Citizens Financial Group Inc/ri | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 11.400 | 0,00 | 635 | -0,94 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 130.977 | -27,45 | 7.301 | -28,14 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Westfuller Advisors, LLC | 64.463 | 0,02 | 3.593 | -0,94 | ||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 150 | 78,57 | 8 | 100,00 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 80.350 | -30,80 | 4.479 | -31,48 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 70.659 | 0,11 | 3.939 | -0,86 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 6.436 | 0,00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 87.919 | -26,67 | 4.901 | -27,38 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33.988 | 8,91 | 1.895 | 7,86 | ||||
2025-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 382.533 | 23,73 | 21.322 | 22,55 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 34.045 | -8,37 | 1.898 | -9,28 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 18.775 | -74,68 | 1.047 | -74,93 | ||||
2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 6.185 | 0,00 | 345 | -1,15 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 7.999 | -35,42 | 446 | -36,15 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 10.915 | 0,00 | 608 | -0,98 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 59.865 | 7,95 | 3.337 | 6,89 | ||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 22.853 | -2,28 | 1.274 | -3,27 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 17.106 | -0,61 | 953 | -1,55 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | First American Trust, Fsb | 95.601 | 7,91 | 5.329 | 6,88 | ||||
2025-08-11 | 13F | Tidemark, LLC | 1.050 | 0,00 | 59 | -1,69 | ||||
2025-08-11 | 13F | Conquis Financial Llc | 27.072 | 42,88 | 1.509 | 41,46 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 465 | 26 | ||||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 67.188 | 20,56 | 3.745 | 19,42 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22.698 | 13,60 | 1.265 | 12,54 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 45.622 | -22,99 | 2.543 | -23,73 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 246.258 | 66,03 | 13.726 | 69,25 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 124.879 | -44,39 | 6.961 | -44,93 | ||||
2025-08-14 | 13F | Syon Capital Llc | 1.205.909 | -10,43 | 67.217 | -11,29 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 404.780 | -6,98 | 22.562 | -7,88 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 38.184 | 11,87 | 2.128 | 10,78 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 3.626 | 0,78 | 202 | 0,00 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3.095 | 173 | ||||||
2025-07-22 | 13F | Team Financial Group, LLC | 33 | 2 | ||||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24.295 | -28,51 | 1.354 | -29,18 | ||||
2025-08-12 | 13F | MAI Capital Management | 27.513 | -15,71 | 1.534 | -16,55 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 469.502 | 3,88 | 26.170 | 2,89 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 66.807 | 12,05 | 3.724 | 10,97 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 20.956 | 35,91 | 1 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 27.174 | -68,64 | 1.515 | -68,95 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8.401 | -51,13 | 467 | -51,81 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 25.472 | -16,67 | 1.420 | -17,50 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 73.417 | -12,60 | 4.092 | -13,43 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8.164 | 455 | ||||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 4.507 | -60,33 | 250 | -61,03 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 342.904 | 66,75 | 19.113 | 65,15 | ||||
2025-07-15 | 13F | Bank Of Stockton | 72.851 | -5,11 | 4.061 | -6,02 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25.908 | -10,06 | 1.444 | -10,92 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 119.008 | -2,72 | 6.634 | -3,66 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 39.443 | 2.199 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 1.671 | 11,40 | 93 | 10,71 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34.249 | -7,43 | 1.909 | -8,31 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 84.955 | 30,99 | 5 | 33,33 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7.433 | 26,58 | 414 | 25,45 | ||||
2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 42.855 | -12,39 | 2.389 | -13,23 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16.733 | -8,15 | 933 | -9,07 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 407 | 23 | ||||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 27.840 | 3,92 | 1.552 | 2,92 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 39.113 | 10,34 | 2.180 | 9,27 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 32.174 | 1.793 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 750 | 0,00 | 42 | -2,38 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 4.875 | 0,76 | 272 | -0,37 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 4.593 | 2,34 | 256 | 1,59 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 26.294 | 30,80 | 1.466 | 29,53 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 219.757 | -5,67 | 12.249 | -6,57 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 704 | 0,00 | 39 | 0,00 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 4.976 | 277 | ||||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 31.810 | 4,34 | 1.773 | 3,38 | ||||
2025-07-10 | 13F | IMPACTfolio, LLC | 4.929 | 0,00 | 275 | -1,08 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3.950 | -37,06 | 220 | -37,96 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 4.491 | 0,00 | 250 | -0,79 | ||||
2025-08-06 | 13F | Climber Capital SA | 12.660 | 0,00 | 702 | 14,33 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 89.315 | 4.978 | ||||||
2025-07-17 | 13F | HCR Wealth Advisors | 23.987 | 1,01 | 1.337 | 0,07 | ||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 3.956 | 7,70 | 221 | 6,80 | ||||
2025-08-14 | 13F | Fmr Llc | 2.396.725 | -50,34 | 133.593 | -50,82 | ||||
2025-08-12 | 13F | LPL Financial LLC | 843.495 | 5,34 | 47.016 | 4,33 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 12.852 | -19,11 | 716 | -19,91 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 8.872 | 14,01 | 495 | 13,04 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 62.835 | 15,31 | 3.502 | 14,22 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 40.133 | 6,13 | 2.237 | 5,12 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Omega Financial Group, LLC | 74.949 | 0,00 | 4.178 | -0,97 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 6.240 | -9,45 | 348 | -10,34 | ||||
2025-07-22 | 13F | Verus Wealth Management, Llc | 6.950 | 387 | ||||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 60.579 | -6,02 | 3.377 | -6,92 | ||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 47.013 | -3,50 | 2.620 | -4,41 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.174 | 9,72 | 65 | 8,33 | ||||
2025-06-11 | 13F | Fortitude Financial, LLC | 7.552 | 32,63 | 425 | 30,37 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 64.521 | 0,00 | 3.596 | -0,96 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 344.078 | -1,88 | 19.179 | -2,83 | ||||
2025-05-13 | 13F | Financial Advisors Network, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 13.340 | 246,40 | 744 | 243,98 | ||||
2025-07-21 | 13F | Mattern Capital Management, Llc | 11.475 | 2,91 | 640 | 1,91 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 8.757 | 0,00 | 488 | -0,81 | ||||
2025-07-25 | 13F | Asset Planning,Inc | 700 | 0,00 | 39 | 0,00 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 235.015 | 25,56 | 13.094 | 24,16 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 32.530 | -35,66 | 1.813 | -36,27 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 111.153 | 5,56 | 6.196 | 4,54 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 5.044 | 0,00 | 281 | -0,71 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.250 | 0,00 | 70 | -1,43 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 219.598 | 11,76 | 12.240 | 10,69 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 3.691 | -55,85 | 206 | -56,38 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 21.908 | 0,29 | 1.221 | -0,65 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 192.104 | -2,58 | 10.708 | -3,52 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 6.838 | -39,12 | 380 | -38,87 | ||||
2025-07-16 | 13F | Paragon Capital Management Ltd | 13.065 | 728 | ||||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 3.205 | 0,00 | 179 | -1,11 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6.812 | 2,05 | 380 | 1,07 | ||||
2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3.980 | 222 | ||||||
2025-08-14 | 13F | Sei Investments Co | 274.376 | 12,06 | 15.294 | 10,99 | ||||
2025-08-12 | 13F | Umpqua Bank | 61.051 | 67,49 | 3.393 | 65,38 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 8.648.197 | -3,39 | 482.051 | -4,32 | ||||
2025-08-14 | 13F | First Foundation Advisors | 521.518 | -1,13 | 29.069 | -2,08 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1.121 | 0,00 | 62 | -1,59 | ||||
2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18.217 | -14,93 | 1.025 | -16,39 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 12.770 | 712 | ||||||
2025-08-14 | 13F | Quantinno Capital Management LP | 24.961 | 1.391 | ||||||
2025-08-11 | 13F | One Capital Management, LLC | 53.172 | 41,72 | 2.964 | 40,36 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 6.078 | 339 | ||||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 6.760 | -48,88 | 377 | -49,46 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 5.218 | 0,00 | 291 | -1,02 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 4.281 | 0,00 | 239 | -0,83 | ||||
2025-05-09 | 13F | Leisure Capital Management | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Traveka Wealth, LLC | 75.366 | -3,52 | 4.201 | -4,46 | ||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 9.378 | 29,37 | 523 | 28,26 | ||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 9.060 | -28,72 | 505 | -29,37 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 2.667 | 0,00 | 149 | -1,33 | ||||
2025-08-14 | 13F | Comerica Bank | 54.601 | 156,73 | 3.043 | 154,43 | ||||
2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 9.260 | 0,00 | 516 | -0,96 | ||||
2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5.684 | 0,00 | 317 | 0,96 | ||||
2025-07-28 | 13F | IFC Advisors LLC | 24.169 | 4,05 | 1.347 | 3,06 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 6.311 | -5,37 | 352 | -6,40 | ||||
2025-08-08 | 13F | Bailard, Inc. | 1.344.831 | 16,73 | 74.961 | 15,60 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 242 | 0,00 | 0 | |||||
2025-07-30 | 13F | Retirement Planning Group | 3.999 | 223 | ||||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 12.857 | 8,89 | 717 | 7,83 | ||||
2025-08-11 | 13F | Citigroup Inc | 4.300 | 0,00 | 240 | -1,24 | ||||
2025-07-21 | 13F | Life Planning Partners, Inc | 8.337 | 0,00 | 465 | -1,07 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 8.058 | 33,79 | 449 | 32,84 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 5.947 | -33,15 | 331 | -33,80 | ||||
2025-08-26 | 13F | Nautilus Advisors LLC | 7.850 | 0,00 | 438 | -0,91 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9.150 | -46,20 | 510 | -44,98 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 54.945 | 29,05 | 3.055 | 30,39 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3.011 | 0,77 | 168 | -0,60 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 64.082 | 103,45 | 3.566 | 101,64 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 16.517 | 39,81 | 921 | 38,55 | ||||
2025-07-29 | 13F | Private Trust Co Na | 6.584 | -1,67 | 367 | -2,66 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 8.425 | 0 | ||||||
2025-07-18 | 13F | SimpliFi, Inc. | 25.836 | 4,73 | 1.440 | 3,75 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 39 | 0 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 351 | 0,00 | 20 | 0,00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 80.438 | 33,94 | 4.484 | 32,67 | ||||
2025-08-05 | 13F | Navalign, LLC | 174.885 | -11,50 | 9.748 | -12,35 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 6.920 | 13,54 | 386 | 12,24 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 66.175 | 1,55 | 3.689 | 0,57 | ||||
2025-08-14 | 13F | Trace Wealth Advisors, LLC | 10.452 | 0,00 | 583 | -1,02 | ||||
2025-07-23 | 13F | Slow Capital, Inc. | 265.937 | -19,14 | 14.823 | -19,92 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 71.482 | 3,78 | 3.984 | 2,79 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 3.872 | -11,74 | 216 | -12,60 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 121.015 | -0,54 | 6.750 | -1,36 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 410 | 1,23 | 23 | 0,00 | ||||
2025-08-14 | 13F | Strive Asset Management, LLC | 100.564 | 0,00 | 5.605 | -0,95 | ||||
2025-05-06 | 13F | Van Strum & Towne Inc. | 0 | -100,00 | 0 | |||||
2025-05-01 | 13F | Manuka Financial, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Elequin Capital Lp | 6.090 | 339 | ||||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 26.967 | -0,41 | 1.503 | -1,31 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 161.632 | -20,61 | 9.017 | -21,32 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 18.733 | -13,33 | 1.044 | -14,14 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 10.483 | 584 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 8.889 | -51,71 | 495 | -52,17 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1.195.011 | -6,24 | 66.610 | -7,14 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 1.200 | 0,00 | 67 | -1,49 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 30.603 | 1,65 | 2 | 0,00 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 7.080 | -22,99 | 395 | -23,79 | ||||
2025-08-08 | 13F | Itau Unibanco Holding S.A. | 18.342 | 126,92 | 1.022 | |||||
2025-08-14 | 13F | Foronjy Financial Llc | 28.077 | 1.565 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 37.803 | 313,15 | 2.107 | 309,92 | ||||
2025-05-09 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Huntington National Bank | 147 | -2,00 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 11.991 | 202,65 | 668 | 200,90 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 10.631 | -2,30 | 1 | |||||
2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Ndwm Llc | 96.464 | 121,39 | 5.377 | 119,25 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 1.644 | 0,00 | 92 | -1,09 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 21.626 | 178,90 | 1.203 | 176,55 | ||||
2025-08-14 | 13F | Destination Wealth Management | 17.901 | -3,24 | 998 | -4,23 | ||||
2025-08-07 | 13F | SFE Investment Counsel | 6.098 | -17,43 | 340 | -18,31 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 22.691 | 12,54 | 1.265 | 11,46 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 51.098 | -4,72 | 2.848 | -5,63 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 26.357 | 40,36 | 1.469 | 39,11 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 56.593 | 0,81 | 3.154 | -0,16 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 166.442 | -13,18 | 9 | -10,00 | ||||
2025-08-04 | 13F | Ledyard National Bank | 6.000 | 0,00 | 334 | -0,89 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 11.187 | -61,23 | 624 | -61,64 | ||||
2025-07-29 | 13F | DeDora Capital, Inc. | 48.159 | 5,43 | 2.684 | 4,44 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 14.585 | -34,32 | 813 | -34,91 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 4.315 | 20,53 | 239 | -9,16 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 4.458 | 0,00 | 248 | -0,80 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.100 | 0,00 | 61 | 0,00 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 337.861 | 0,43 | 18.832 | -0,54 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 21.899 | -12,15 | 1.221 | -13,04 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 387.164 | 6,55 | 21.581 | 5,53 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 3.921 | -13,71 | 219 | -14,51 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 203.783 | 449,70 | 11.359 | 443,97 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 4.270 | 0,00 | 238 | -0,83 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 519.217 | 5,42 | 28.941 | 4,41 | ||||
2025-07-28 | 13F | Davidson Investment Advisors | 21.585 | 43,63 | 1.203 | 42,37 | ||||
2025-08-08 | 13F | KM Capital Management Ltd. | 8.919 | 0,76 | 497 | -0,20 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Tillman Hartley LLC | 18.768 | 0,00 | 1.046 | -0,95 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 1.278.713 | 24,04 | 70.892 | 23,88 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 17.345 | -59,06 | 967 | -59,46 | ||||
2025-08-15 | 13F | Morgan Stanley | 1.776.876 | -2,59 | 99.043 | -3,53 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1.172.106 | -9,37 | 65.333 | -10,23 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10.266 | -10,89 | 572 | -11,73 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 5.616 | -19,82 | 313 | -20,56 | ||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 20.582 | -30,57 | 1.147 | -31,24 | ||||
2025-07-23 | 13F | Raub Brock Capital Management LP | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | AlphaCore Capital LLC | 851 | -27,70 | 47 | -28,79 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 6.350 | 0,00 | 354 | -1,12 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-11 | 13F | Myecfo, Llc | 227.283 | -0,68 | 12.881 | 0,02 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 354 | 0,85 | 20 | 0,00 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 86.680 | -1,46 | 4.832 | -2,40 | ||||
2025-07-30 | 13F | Whittier Trust Co | 55.197 | 4,68 | 3.077 | 3,67 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 43 | 0,00 | 2 | 0,00 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 | 0 | ||||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 30.695 | 4,78 | 1.711 | 3,76 | ||||
2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Guggenheim Capital Llc | 121.282 | 65,59 | 6.760 | 64,00 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 24.954 | 56,63 | 1.388 | 58,15 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 13.406 | 747 | ||||||
2025-08-13 | 13F | West Wealth Group, LLC | 240.111 | 16,48 | 13.350 | 15,10 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 65.718 | 3.663 | ||||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 27.495 | 7,56 | 1.533 | 6,54 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 7.283 | 189,58 | 406 | 187,23 | ||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 79.545 | 229,58 | 4.434 | 226,44 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 23.423 | -10,25 | 1.306 | -11,10 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 1.792.639 | 73,74 | 99.922 | 72,08 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 117 | 7 | ||||||
2025-05-13 | 13F | Cresset Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | LM Advisors LLC | 16.003 | 0,00 | 1 | |||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 80.393 | -18,88 | 4.481 | -19,65 | ||||
2025-07-25 | 13F | Cwm, Llc | 123.259 | 16,08 | 7 | 20,00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 387.350 | 7,90 | 21.591 | 6,87 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8.000 | 0,00 | 446 | -1,11 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 7.845 | -36,11 | 442 | -37,27 | ||||
2025-05-14 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Brasada Capital Management, Lp | 14.300 | 795 | ||||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 7.937 | -44,38 | 442 | -44,96 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 85.544 | 25,66 | 4.768 | 24,46 | ||||
2025-08-07 | 13F | Sanchez Wealth Management Group | 4.810 | -25,94 | 268 | -26,58 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 37.790 | 115,87 | 2.106 | 113,81 | ||||
2025-08-14 | 13F | Betterment LLC | 200.986 | 3,03 | 11 | 10,00 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9.080 | 0,00 | 506 | -0,98 | ||||
2025-08-13 | 13F | Portfolio Design Labs, LLC | 15.406 | 859 | ||||||
2025-08-12 | 13F | Main Management LLC | 1.976 | -1,98 | 0 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 12.777 | -46,96 | 712 | -47,45 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1.853 | 0,00 | 103 | -0,96 | ||||
2025-08-07 | 13F | Allworth Financial LP | 15.729 | 0,44 | 877 | 1,27 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 75.165 | -24,56 | 4.190 | -25,29 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 875 | 0,00 | 49 | -2,04 | ||||
2025-08-05 | 13F | Key FInancial Inc | 69 | 4 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28.420 | 424,74 | 1.584 | 421,05 | ||||
2025-05-15 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Tiaa Trust, National Association | 732.028 | 31,54 | 40.803 | 30,28 | ||||
2025-05-14 | 13F | Prosperitas Financial LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 111.548 | -32,83 | 6.218 | -33,47 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 116.441 | -2,83 | 6.490 | -3,77 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 16.275 | -9,88 | 907 | -10,73 | ||||
2025-07-23 | 13F | Wise Wealth Partners | 5.796 | 7,97 | 323 | 6,95 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 43.600 | -56,95 | 2.430 | -57,36 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4.912 | 3,45 | 274 | 2,25 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 156 | 0,00 | 9 | 0,00 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 11.972 | -18,22 | 667 | -18,96 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 151.129 | -5,40 | 8 | 0,00 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 1.040 | 0 | ||||||
2025-07-14 | 13F | Sowell Financial Services LLC | 3.846 | 214 | ||||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 7.129 | 18,40 | 397 | 17,46 | ||||
2025-07-29 | 13F | Ariston Services Group | 12.868 | 0,00 | 717 | -0,97 | ||||
2025-08-08 | 13F | Client First Capital LLC | 92.578 | 0,00 | 5.160 | -0,96 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 11.810 | -2,88 | 658 | -3,80 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 17.655 | -92,82 | 984 | -92,89 | ||||
2025-07-24 | 13F | Certus Wealth Management, LLC | 142.019 | -0,00 | 7.916 | 0,19 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 4.318 | 0,00 | 241 | -1,23 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 151.300 | 692,15 | 8.433 | 685,20 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 4.213 | -51,25 | 235 | -51,85 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 342.121 | -6,53 | 19.070 | -5,10 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 228.353 | -10,21 | 12.728 | -11,07 | ||||
2025-08-14 | 13F | UBS Group AG | 577.630 | -19,93 | 32.197 | -20,70 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 10.650 | -8,97 | 594 | -9,88 | ||||
2025-07-16 | 13F | Instrumental Wealth, Llc | 12.936 | 2,62 | 717 | 2,58 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 14.621 | 1,48 | 815 | 0,49 | ||||
2025-07-25 | 13F | One Degree Advisors Inc | 15.632 | 1 | ||||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 22.250 | 0,00 | 1.240 | -0,96 |