Statistiche di base
Proprietari istituzionali | 878 total, 878 long only, 0 short only, 0 long/short - change of 1,27% MRQ |
Allocazione media del portafoglio | 0.2499 % - change of -8,90% MRQ |
Azioni istituzionali (Long) | 70.975.502 (ex 13D/G) - change of -2,80MM shares -3,79% MRQ |
Valore istituzionale (Long) | $ 6.219.810 USD ($1000) |
Proprietà istituzionale e azionisti
iShares Trust - iShares S&P Mid-Cap 400 Growth ETF (US:IJK) ha 878 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 70,975,502 azioni. I maggiori azionisti includono Morgan Stanley, Wells Fargo & Company/mn, Fmr Llc, Bank Of America Corp /de/, SECT - Main Sector Rotation ETF, Goldman Sachs Group Inc, UBS Group AG, Pnc Financial Services Group, Inc., Raymond James Financial Inc, and Envestnet Asset Management Inc .
(iShares Trust - iShares S&P Mid-Cap 400 Growth ETF (ARCA:IJK) 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 96,68 / share. Previously, on September 6, 2024, the share price was 86,30 / share. This represents an increase of 12,03% 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 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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Important Note
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Load AllData di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3.030 | 0,00 | 276 | 9,13 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 1.010 | 24,08 | 92 | 35,82 | ||||
2025-08-07 | 13F | Future Fund LLC | 15.914 | 1.448 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 8.087 | 29,68 | 736 | 41,62 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 23.336 | -29,77 | 2.123 | -23,27 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 384 | 35 | ||||||
2025-08-14 | 13F | Tudor Financial Inc. | 8.472 | 0,00 | 771 | 9,22 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 23.324 | 28,74 | 2.122 | 40,72 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 966 | 0,00 | 88 | 8,75 | ||||
2025-08-06 | 13F | North Capital, Inc. | 2.228 | 0,00 | 203 | 9,19 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 10.862 | 1,18 | 1 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9.668 | -0,44 | 880 | 8,79 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 8.193 | -3,05 | 745 | 5,97 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 2.289 | 208 | ||||||
2025-07-25 | 13F | Community Bank, N.A. | 4.045 | 0,00 | 368 | 9,52 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 5.489 | -0,09 | 499 | 9,19 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 4.747 | 0,00 | 395 | 0,00 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4.427 | 0,00 | 369 | -8,46 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 11.074 | 0,00 | 922 | -8,35 | ||||
2025-07-09 | 13F | Veracity Capital LLC | 6.575 | -0,72 | 598 | 8,53 | ||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 2.592 | 0,00 | 236 | 9,30 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 866.471 | 1,49 | 78.831 | 10,87 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 2.600 | 160,00 | 237 | 184,34 | |||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 4.577 | -37,96 | 416 | -32,25 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 413 | -19,65 | 38 | -11,90 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 7.240 | -9,85 | 659 | -1,50 | ||||
2025-04-11 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Awm Capital, Llc | 7.224 | 0,00 | 657 | 9,32 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Valley National Advisers Inc | 1.842 | 0,00 | 0 | |||||
2025-07-23 | 13F | Foundation Wealth Management, LLC | 21.971 | 13,34 | 1.999 | 23,79 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 11.688 | 0,95 | 1.063 | 10,27 | ||||
2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 3.782 | 0,00 | 344 | 9,55 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50.586 | 18,78 | 4.706 | 32,68 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 11.220 | 0,00 | 1.021 | 9,21 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 8.703 | 0,00 | 792 | 9,25 | ||||
2025-08-11 | 13F | Anb Bank | 39.650 | -20,25 | 3.607 | -12,87 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 3.801 | -9,00 | 346 | -0,58 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 9.833 | -25,83 | 895 | -19,02 | ||||
2025-08-12 | 13F | Change Path, LLC | 20.671 | 18,98 | 1.881 | 30,01 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 12.652 | 36,76 | 1.152 | 49,48 | ||||
2025-07-15 | 13F | Bank Of Stockton | 12.490 | -4,11 | 1.136 | 4,80 | ||||
2025-07-17 | 13F | White Pine Investment CO | 99.172 | -0,16 | 9 | 12,50 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 124.040 | -17,38 | 11.285 | -9,74 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 2.844 | 0,00 | 259 | 9,32 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 48.621 | 1,40 | 4 | 33,33 | ||||
2025-08-08 | 13F | Creative Planning | 189.002 | -3,78 | 17.195 | 5,11 | ||||
2025-04-29 | 13F | Hm Payson & Co | 1.712 | 0,00 | 143 | -8,39 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 837 | -38,50 | 76 | -32,74 | ||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2.728 | 0,00 | 248 | 9,25 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 8.549 | -3,12 | 778 | 5,86 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 2.747 | -2,59 | 250 | 6,41 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 143.454 | -0,90 | 13.051 | 8,26 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 878.292 | 1,13 | 79.907 | 10,48 | ||||
2025-07-08 | 13F | Hickory Point Bank & Trust | 7.181 | 0,00 | 653 | 9,20 | ||||
2025-07-02 | 13F | Dentgroup LLC | 5.294 | -1,51 | 482 | 7,61 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 72 | 0,00 | 0 | |||||
2025-08-12 | 13F | Heritage Trust Co | 75.632 | 24,12 | 6.881 | 35,61 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 413 | -58,49 | 38 | -54,88 | ||||
2025-08-04 | 13F/A | 626 Financial, LLC | 5.380 | 0,00 | 489 | 9,15 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 12.314 | 3,71 | 1.120 | 13,36 | ||||
2025-08-11 | 13F | Tidemark, LLC | 924 | -22,94 | 84 | -15,15 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 23 | 2 | ||||||
2025-07-10 | 13F | Tompkins Financial Corp | 4.858 | 0,00 | 442 | 9,16 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 11.507 | -27,72 | 1.047 | -21,06 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 4.982 | 453 | ||||||
2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 6.300 | 0,00 | 573 | 9,35 | ||||
2025-07-16 | 13F | Advisors Management Group Inc /adv | 2.672 | 0,00 | 0 | |||||
2025-07-22 | 13F | Old National Bancorp /in/ | 10.548 | 960 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 801.588 | 7,72 | 73 | 18,03 | ||||
2025-08-06 | 13F | DDFG, Inc | 60.577 | 3,44 | 5.511 | 13,00 | ||||
2025-07-18 | 13F | Founders Capital Management | 1.126 | 0,00 | 102 | 9,68 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 71 | 0,00 | 0 | |||||
2025-08-14 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | BankPlus Trust Department | 233 | 0,00 | 21 | 10,53 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 47.900 | -9,97 | 4.358 | -1,65 | ||||
2025-08-11 | 13F | Somerset Group LLC | 23.937 | 12,24 | 2.178 | 22,58 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 486 | -1,02 | 44 | 10,00 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 85 | 8 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 160.781 | -0,91 | 14.628 | 8,25 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 49.660 | -46,15 | 4.535 | -40,95 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 112 | 0,00 | 10 | 11,11 | ||||
2025-07-10 | 13F | Triangle Securities Wealth Management | 32.829 | 5,82 | 2.987 | 15,60 | ||||
2025-08-06 | 13F | Legacy Bridge, LLC | 1.904 | -0,16 | 173 | 9,49 | ||||
2025-08-12 | 13F | Aviso Financial Inc. | 5.397 | 0,09 | 491 | 9,60 | ||||
2025-08-08 | 13F | Sawgrass Asset Management Llc | 4.721 | 0,00 | 430 | 9,16 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 14.976 | 0,00 | 1.247 | 0,00 | ||||
2025-04-04 | 13F | Three Seasons Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 62.455 | 0,16 | 5.682 | 9,44 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2.328 | 212 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 3.101 | 0,00 | 0 | |||||
2025-07-10 | 13F | Park Capital Management, LLC / WI | 2.451 | -34,40 | 223 | -28,62 | ||||
2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 4.086 | 0,00 | 372 | 9,12 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 7.991 | 0,00 | 704 | -3,43 | ||||
2025-07-17 | 13F | City Holding Co | 13.386 | 0,00 | 1.218 | 9,25 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 8.928 | 0,00 | 812 | 9,29 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 14.622 | -3,53 | 1.330 | 5,39 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 17.184 | 0,00 | 1.563 | 9,22 | ||||
2025-07-17 | 13F | HCR Wealth Advisors | 3.913 | -1,95 | 356 | 7,23 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 27.910 | 187,44 | 3 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 36.828 | -5,59 | 3.351 | 3,14 | ||||
2025-04-28 | 13F | Aaron Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Personal Cfo Solutions, Llc | 3.293 | 0,12 | 300 | 9,52 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 204 | 0,00 | 19 | 12,50 | ||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 600 | -28,57 | 55 | -21,74 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 5.757 | 0,00 | 524 | 9,19 | ||||
2025-08-06 | 13F | Bensler, LLC | 4.103 | 0,00 | 373 | 9,38 | ||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 4.012 | -2,76 | 365 | 6,41 | ||||
2025-03-28 | NP | SECT - Main Sector Rotation ETF | 2.443.875 | -19,81 | 230.457 | -16,59 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 124 | 0,00 | 11 | 10,00 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 13.200 | 0,00 | 1.201 | 9,19 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3.264 | -0,12 | 297 | 8,82 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 143.681 | 0,55 | 13.072 | 9,85 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3.720 | -8,22 | 338 | 0,30 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 6.504 | 150,93 | 593 | 174,07 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 208 | 0,00 | 19 | 5,88 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 2.467 | 224 | ||||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-05-09 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Associated Banc-corp | 88.948 | -4,10 | 8.092 | 4,78 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1.840.129 | -0,50 | 167.415 | 8,70 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1.004 | -0,10 | 91 | 9,64 | ||||
2025-08-01 | 13F | Delta Investment Management, LLC | 3.637 | -23,04 | 331 | -16,03 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 2.250 | -23,73 | 205 | -16,73 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 203 | -4,69 | 18 | 5,88 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 495 | 0,00 | 45 | 9,76 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 3.760 | 0,00 | 342 | 9,27 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 464 | 0,00 | 43 | 13,16 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Legacy Financial Group LLC | 2.293 | 209 | ||||||
2025-08-12 | 13F | Howe & Rusling Inc | 31 | -81,33 | 3 | -84,62 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 18.878 | -12,14 | 1.718 | -4,02 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 150 | 0,00 | 14 | 8,33 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 43.840 | 3,96 | 3.989 | 13,59 | ||||
2025-04-23 | 13F | Eagle Strategies LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 44.725 | -58,42 | 4.069 | -54,58 | ||||
2025-07-29 | 13F | Private Trust Co Na | 9.809 | -15,47 | 892 | -7,66 | ||||
2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 115 | 0,00 | 10 | 11,11 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 17.374 | -1,02 | 1.581 | 8,15 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.957.170 | -2,36 | 178.063 | 6,67 | ||||
2025-08-14 | 13F | Comerica Bank | 167.734 | -2,05 | 15.260 | 7,01 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 8.340 | -2,88 | 759 | 6,01 | ||||
2025-07-07 | 13F | Investors Research Corp | 10 | 0,00 | 1 | |||||
2025-07-11 | 13F | First PREMIER Bank | 296 | 0,00 | 0 | |||||
2025-08-14 | 13F | Ancora Advisors, LLC | 3.394 | 0,00 | 309 | 9,22 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 589.702 | 6,83 | 53.650 | 16,71 | ||||
2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Mechanics Financial Corp | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 771 | 0,00 | 70 | 9,38 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 396 | -5,94 | 36 | 2,86 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 1.080 | 0,00 | 98 | 10,11 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 224.095 | 33,01 | 18.663 | 21,82 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 2.416 | 0,00 | 220 | 8,96 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1.563.773 | 11,28 | 142.272 | 21,57 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 6.329 | -23,27 | 576 | -16,18 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 | 0,00 | 0 | |||||
2025-07-08 | 13F | Legacy Private Trust Co. | 6.400 | 0,00 | 582 | 9,40 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 3.134 | 0,00 | 294 | 13,51 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 11.891 | 0,89 | 1.082 | 10,19 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3.291 | 19,20 | 299 | 30,57 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 107 | -91,79 | 10 | -91,67 | ||||
2025-07-15 | 13F | Graypoint LLC | 8.475 | -0,99 | 771 | 8,29 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.215.536 | 5,73 | 110.590 | 15,51 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 216.037 | 1,59 | 19.655 | 10,98 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 10.470 | -31,23 | 953 | -24,86 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2.608 | -16,09 | 237 | -8,14 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 41.022 | -1,17 | 3.732 | 7,99 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 28.089 | -4,86 | 2.556 | 3,95 | ||||
2025-07-17 | 13F | Greenleaf Trust | 77.042 | -2,63 | 7.009 | 6,37 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 10.160 | -2,45 | 924 | 6,57 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | LTG Capital LLC | 38.540 | -5,81 | 3.506 | 2,91 | ||||
2025-07-18 | 13F | United Bank | 29.091 | 0,00 | 2.647 | 9,25 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 1.411 | 0,00 | 128 | 9,40 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2.179 | 0,00 | 198 | 9,39 | ||||
2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 72 | 0,00 | 7 | 20,00 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 1.336 | 0,00 | 122 | 9,01 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 97.731 | 0,20 | 8.892 | 9,47 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 200 | 18 | ||||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 8.004 | -4,02 | 728 | 4,90 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 1.248 | 0,00 | 114 | 9,71 | ||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 45.326 | -1,92 | 4.124 | 7,15 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-05-06 | 13F | Oakwell Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Renasant Bank | 11.189 | -30,09 | 1.018 | -23,65 | ||||
2025-07-29 | 13F | Regions Financial Corp | 467.602 | 6,56 | 42.542 | 16,41 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 470 | 0,21 | 43 | 7,69 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 5.083 | -11,07 | 462 | -2,94 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5.256 | 11,10 | 478 | 21,63 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 280 | 0,00 | 25 | 8,70 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 58.046 | 0,15 | 5.281 | 9,43 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 112 | 0,00 | 10 | 25,00 | ||||
2025-08-07 | 13F | Palouse Capital Management, Inc. | 368 | 0,00 | 33 | 10,00 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 86 | -3,37 | 8 | 0,00 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 5.692 | 1,21 | 518 | 10,47 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 159 | 0,00 | 14 | 7,69 | ||||
2025-08-14 | 13F | Fayez Sarofim & Co | 9.249 | 0,00 | 841 | 9,22 | ||||
2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 3.351 | 0,00 | 305 | 8,96 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 3.890 | 0,00 | 354 | 9,29 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 3.205 | 17,36 | 292 | 28,19 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 500 | 0,00 | 46 | 9,76 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 10.437 | 5,88 | 950 | 15,73 | ||||
2025-07-16 | 13F | Cove Private Wealth, LLC | 3.290 | 0,00 | 299 | 9,52 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 188 | 0,00 | 17 | 13,33 | ||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 44.074 | 0,02 | 4.010 | 9,27 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 8.423 | 0,00 | 766 | 9,27 | ||||
2025-08-12 | 13F | Guerra Pan Advisors, Llc | 6.613 | 0,00 | 602 | 9,27 | ||||
2025-07-24 | 13F | Rice Partnership, LLC | 694 | 0,00 | 63 | 10,53 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 32.348 | 6,41 | 3 | 0,00 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3.624 | 0,14 | 330 | 9,30 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 3.390 | 48,03 | 308 | 51,72 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 160 | 0,00 | 15 | 7,69 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 7.442 | 3,69 | 677 | 13,40 | ||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 3.550 | 0,00 | 323 | 9,15 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 22.603 | 2,41 | 2.057 | 11,86 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 5.882 | 0,00 | 535 | 9,41 | ||||
2025-07-08 | 13F | Atlas Brown,Inc. | 9.960 | 3,76 | 906 | 13,39 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 4.901 | 0,00 | 446 | 9,07 | ||||
2025-07-30 | 13F | Parcion Private Wealth LLC | 6.804 | 0,00 | 619 | 9,36 | ||||
2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 2.560 | 0,00 | 233 | 8,92 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 6.921 | -14,29 | 630 | -14,31 | ||||
2025-07-09 | 13F | Finley Financial, LLC | 15.037 | 0,00 | 1.368 | 9,70 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 18.853 | -4,93 | 1.715 | 3,88 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7.442 | 2,69 | 677 | 12,27 | ||||
2025-08-15 | 13F | Security National Bank Of So Dak | 3.200 | 0,00 | 291 | 9,40 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9.442 | 0,05 | 887 | 10,20 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 7.043 | 641 | ||||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 31.700 | 0,00 | 2.884 | 9,28 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 3.742 | -11,72 | 340 | -3,41 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 16.970 | 0,00 | 1.413 | -8,43 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 396 | 0,00 | 0 | |||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 50.724 | -0,90 | 4.615 | 8,26 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 37.173 | -12,95 | 3.382 | -4,89 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 124.435 | 7,24 | 11.321 | 17,16 | ||||
2025-05-14 | 13F | Estate Counselors, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | American National Bank | 584 | 0,52 | 53 | 10,42 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 2.670 | 0,00 | 243 | 9,01 | ||||
2025-08-11 | 13F | Johnson Financial Group, LLC | 3.695 | -14,90 | 336 | -6,93 | ||||
2025-08-05 | 13F | Key FInancial Inc | 6.777 | -7,35 | 617 | 1,15 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 3.636 | 0,00 | 331 | 9,27 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 4.463 | -20,94 | 406 | -13,62 | ||||
2025-08-13 | 13F | Haverford Trust Co | 4.976 | 0,00 | 453 | 9,18 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 209.543 | -1,53 | 19.066 | 7,57 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 2.749 | -1,36 | 250 | 7,76 | ||||
2025-08-06 | 13F | Financial Alternatives, Inc | 9.084 | 0,00 | 826 | 9,26 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 2.263 | 206 | ||||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4.190 | 23,13 | 381 | 34,63 | ||||
2025-08-08 | 13F | Horrell Capital Management, Inc. | 1.220 | 0,00 | 111 | 8,91 | ||||
2025-07-16 | 13F | New Insight Wealth Advisors | 2.311 | 210 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 522.412 | 0,06 | 47.529 | 9,32 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 9.908 | -1,50 | 901 | 7,65 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 2.804 | 255 | ||||||
2025-07-30 | 13F | Probity Advisors, Inc. | 3.260 | -8,01 | 297 | 0,34 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 136 | 0,00 | 12 | 9,09 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 33.767 | 7,93 | 3.072 | 17,93 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 10.644 | 0,00 | 968 | 9,26 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 195 | -57,24 | 18 | -54,05 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1.025.026 | -10,38 | 94.611 | -0,53 | ||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 38.688 | -0,15 | 3.520 | 9,08 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 10.450 | 92,38 | 951 | 110,18 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 2.240 | 204 | ||||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 215.979 | -4,00 | 20 | 5,56 | ||||
2025-07-02 | 13F | InvesTrust | 60.468 | -3,97 | 5.501 | 4,92 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 3.481 | -7,81 | 317 | 0,64 | ||||
2025-08-13 | 13F | M&t Bank Corp | 61.842 | -0,27 | 5.626 | 8,95 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 680 | 0,00 | 62 | 8,93 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Breakwater Capital Group | 11.237 | 6,81 | 1.022 | 16,67 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 100 | 9 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 36 | 0,00 | 3 | 50,00 | ||||
2025-08-11 | 13F | Intrust Bank Na | 3.991 | 0,00 | 363 | 9,34 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 2.520 | 0,00 | 229 | 9,57 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 408 | 0,00 | 37 | 12,12 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 38.811 | -5,83 | 3.531 | -5,79 | ||||
2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10.163 | 0,00 | 925 | 9,22 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 13.952 | 0,00 | 1.269 | 9,30 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2.674 | 0,00 | 243 | 13,02 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 5.383 | -5,36 | 490 | 6,77 | ||||
2025-08-13 | 13F | Alerus Financial Na | 6.790 | 0,00 | 618 | 9,20 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Pacific Financial Group Inc | 28.755 | -16,25 | 2.616 | -8,50 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 22.318 | -2,20 | 2.030 | -2,12 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 288 | 0,00 | 26 | 13,04 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 1.352 | 123 | ||||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1.167 | 0,00 | 106 | 9,28 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 198 | 0,00 | 18 | 12,50 | ||||
2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-10 | 13F | Bremer Bank National Association | 2.637 | 0,00 | 220 | -8,37 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 3.199 | 0,00 | 291 | 9,40 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 2.949 | 0,00 | 268 | 9,39 | ||||
2025-07-16 | 13F | Eagle Global Advisors Llc | 2.800 | 0,00 | 255 | 9,01 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 4.739 | -0,82 | 431 | 8,56 | ||||
2025-07-28 | 13F | Courier Capital Llc | 278.009 | 3,85 | 25.293 | 13,46 | ||||
2025-08-12 | 13F | Main Management LLC | 33.498 | -95,21 | 3 | -94,83 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 560 | 0,00 | 51 | 8,70 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 4.982 | -52,70 | 453 | -48,35 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 154.481 | -40,02 | 14.055 | -34,47 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5.254 | 11,57 | 478 | 21,94 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21.658 | -1,52 | 1.970 | 7,71 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 1.560 | -32,38 | 142 | -26,56 | ||||
2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES | 18.914 | 255,79 | 1.721 | 289,14 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 8.064 | -9,27 | 734 | -0,95 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 2.449 | 223 | ||||||
2025-04-11 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 9.435 | 106,23 | 1 | |||||
2025-07-14 | 13F | Abound Wealth Management | 339 | 0,00 | 31 | 7,14 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 6.148 | -63,05 | 559 | -59,64 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 440 | 0,00 | 40 | 11,11 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Dakota Wealth Management | 2.967 | 0,00 | 270 | 8,91 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 15.225 | 0,00 | 1.385 | 9,31 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 10.059 | 0,00 | 915 | 9,32 | ||||
2025-07-14 | 13F | Mechanics Bank Trust Department | 73.775 | -9,49 | 6.712 | -1,11 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 4.811 | 0,00 | 438 | 9,25 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 201 | 0,00 | 18 | 12,50 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 3.413 | -1,07 | 284 | -9,27 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 14.347 | -27,33 | 1.314 | -20,07 | ||||
2025-08-06 | 13F | Destiny Capital Corp/CO | 3.335 | 6,72 | 303 | 16,54 | ||||
2025-04-24 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 2.700 | 0,00 | 246 | 9,38 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 64.257 | -3,40 | 5.846 | 5,54 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3.637 | -21,80 | 331 | -14,73 | ||||
2025-08-12 | 13F | Watchman Group, Inc. | 15.411 | -6,89 | 1.402 | 1,74 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 46.528 | -4,09 | 4.233 | 4,78 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 260.913 | 29,44 | 23.738 | 41,40 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8.954 | -5,72 | 815 | 3,04 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 252.989 | -0,58 | 23.017 | 8,61 | ||||
2025-08-07 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 19.479 | -1,86 | 1.770 | 7,27 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3.826 | -25,17 | 348 | -18,12 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3.591 | 0,00 | 327 | 9,03 | ||||
2025-08-15 | 13F | Morgan Stanley | 7.346.530 | -1,20 | 668.387 | 7,94 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 76 | 0,00 | 7 | 0,00 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 91.960 | -1,69 | 8.366 | 7,39 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.014 | 11,92 | 92 | 22,67 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 13.778 | 43,88 | 1.254 | 57,21 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 10.208 | -5,80 | 929 | 2,88 | ||||
2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 4.324 | 0,00 | 393 | 9,17 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 4.434 | 0,16 | 403 | 9,51 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 9.985 | 0,00 | 908 | 9,27 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 11.994 | 0,12 | 1.091 | 9,43 | ||||
2025-07-25 | 13F | Sather Financial Group Inc | 11.360 | 0,00 | 1.034 | 9,20 | ||||
2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | -100,00 | 0 | |||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 4.406 | -0,77 | 401 | 8,40 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 4.000 | 0,00 | 366 | 22,00 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 5.537 | 0,00 | 504 | 9,11 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Meridian Financial, LLC | 5.944 | 1,28 | 541 | 10,66 | ||||
2025-08-12 | 13F | MAI Capital Management | 729.867 | -1,51 | 66.403 | 7,59 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 3.116 | 0,00 | 283 | 9,27 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 7.019 | 0,34 | 639 | 9,62 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 904 | 209,59 | 82 | 237,50 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 166.209 | -4,58 | 15.122 | 4,25 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 1.440 | 0,00 | 131 | 10,08 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.262 | -87,57 | 115 | -87,60 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 431.788 | -77,59 | 39.284 | -75,52 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 5.550 | 0,00 | 505 | 9,09 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 13.412 | -0,19 | 1.220 | 9,03 | ||||
2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Atwood & Palmer Inc | 365 | 0,00 | 33 | 10,00 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 25.740 | -4,28 | 2.342 | 4,56 | ||||
2025-08-04 | 13F | Terril Brothers, Inc. | 3.906 | 0,00 | 355 | 9,23 | ||||
2025-08-13 | 13F | Riverview Capital Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Brown Advisory Inc | 12.246 | 4,54 | 1.114 | 14,26 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 2.436 | -28,88 | 222 | -22,46 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Smith, Moore & Co. | 2.423 | 0,00 | 220 | 9,45 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 111 | 0,00 | 10 | 11,11 | ||||
2025-08-14 | 13F | Dearborn Partners Llc | 10.820 | -1,38 | 984 | 7,78 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 37.648 | -1,91 | 3.425 | 7,17 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 11.722 | -1,69 | 1.066 | 7,46 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 3.420 | 0,12 | 311 | 9,51 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 2.285 | 0,00 | 208 | 8,95 | ||||
2025-08-14 | 13F | Colony Group, LLC | 423.019 | 7,93 | 38.486 | 17,91 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 16.624 | 0,63 | 1.512 | 9,96 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1.564 | 0,00 | 142 | 9,23 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 9.040 | 0,00 | 822 | 9,31 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 6.281 | -1,16 | 571 | 7,94 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 7.707 | -6,29 | 701 | 2,49 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 2.199 | 0 | ||||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 144 | 0,00 | 13 | 8,33 | ||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 2.755 | 0,00 | 251 | 9,17 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 832 | 0,00 | 76 | 8,70 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 656 | 0,00 | 60 | 9,26 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 34.506 | 0,00 | 3.139 | 9,26 | ||||
2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Tsfg, Llc | 232 | 0,00 | 0 | |||||
2025-07-17 | 13F | C2C Wealth Management, LLC | 19.475 | -0,57 | 1.772 | 8,58 | ||||
2025-07-18 | 13F | Benchmark Wealth Management, LLC | 2.398 | 218 | ||||||
2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | PFS Partners, LLC | 1.332 | 0,00 | 121 | 10,00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16.666 | 238,26 | 1.516 | 269,76 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 21.457 | -3,27 | 1.952 | 5,68 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 154 | 0,00 | 14 | 16,67 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 147 | 13 | ||||||
2025-08-14 | 13F | Hancock Whitney Corp | 7.918 | -1,12 | 720 | 8,11 | ||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 2.287 | -6,73 | 208 | 1,96 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 2.942 | -1,77 | 268 | 7,23 | ||||
2025-04-15 | 13F | Alpha Omega Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Heritage Investors Management Corp | 2.900 | 0,00 | 0 | |||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 40 | 0,00 | 4 | 0,00 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 84.641 | -6,64 | 7.701 | 2,00 | ||||
2025-07-23 | 13F | Slow Capital, Inc. | 17.364 | -7,47 | 1.580 | 1,09 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 4.626 | 0,09 | 421 | 9,38 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3.000 | 0,00 | 273 | 9,24 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 266.442 | -1,63 | 24.241 | 7,47 | ||||
2025-08-08 | 13F | Independence Financial Advisors, LLC | 60.359 | 5.491 | ||||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | STAR Financial Bank | 3.521 | -8,45 | 320 | 0,00 | ||||
2025-08-08 | 13F | Bailard, Inc. | 3.003 | -2,25 | 273 | 7,06 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3.632 | 0,03 | 331 | 9,27 | ||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 20.650 | 0,00 | 1.891 | 14,61 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 2.540 | 0,00 | 231 | 9,48 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 9.858 | -1,63 | 897 | 7,43 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 60 | 0,00 | 5 | 25,00 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 6.200 | -1,26 | 564 | 8,05 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 2.268 | 206 | ||||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2.215 | 202 | ||||||
2025-08-06 | 13F | OneAscent Family Office, LLC | 10.861 | 0,00 | 1 | |||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 6.907 | -0,80 | 628 | 8,46 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.212 | 28,94 | 110 | 41,03 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 51.063 | 0,16 | 4.646 | 8,65 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 27.734 | 2.523 | ||||||
2025-04-09 | 13F | Moller Financial Services | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 398 | 123,60 | 36 | 157,14 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 10.086 | 918 | ||||||
2025-07-22 | 13F | David Wealth Management LLC | 3.202 | 12,75 | 291 | 23,31 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 6.044 | -0,10 | 550 | 9,15 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 18.614 | -3,38 | 1.694 | 5,55 | ||||
2025-07-10 | 13F | HWG Holdings LP | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 32.065 | 0,16 | 2.917 | 9,41 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 4.064 | 0,00 | 370 | 9,17 | ||||
2025-07-23 | 13F | First Merchants Corp | 142.899 | -2,53 | 13.001 | 6,48 | ||||
2025-07-21 | 13F | Corundum Group, Inc. | 7.000 | 0,00 | 637 | 9,28 | ||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 27.171 | 45,53 | 2.472 | 59,07 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 98.279 | -19,61 | 8.941 | -12,18 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 11.505 | -0,95 | 1.047 | 8,17 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 2.424 | 223 | ||||||
2025-08-18 | 13F | Pacific Center for Financial Services | 308 | 0,00 | 28 | 12,00 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 227.113 | 20.663 | ||||||
2025-08-05 | 13F | Centennial Bank/AR/ | 400 | 0,00 | 36 | 9,09 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 7.056 | 642 | ||||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 10.812 | 0,00 | 984 | 9,22 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 27.450 | -13,41 | 2.497 | -5,38 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 12.709 | -13,08 | 1.156 | -5,01 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 10.260 | -0,29 | 933 | 9,00 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 5.611 | -1,58 | 510 | 7,59 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 1.244 | 9,80 | 113 | 20,21 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 3.490 | 0,00 | 318 | 9,31 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 7.157 | 75,98 | 653 | 92,33 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 2.300 | 209 | ||||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 3.927 | 27,67 | 360 | 39,69 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 19.139 | -0,75 | 1.741 | 8,47 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 6.571 | -1,48 | 598 | 7,57 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16.520 | 1.503 | ||||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 5.098 | 464 | ||||||
2025-08-04 | 13F | IFG Advisory, LLC | 4.500 | -3,93 | 409 | 4,87 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 600 | 0,00 | 55 | 10,20 | ||||
2025-07-11 | 13F | Thomasville National Bank | 3.133 | -11,47 | 285 | -3,06 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 4.886 | 0,10 | 445 | 9,36 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 9.081 | -10,84 | 826 | -2,59 | ||||
2025-07-28 | 13F | Corundum Trust Company, INC | 21.744 | 0,00 | 1.978 | 9,28 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 26.859 | 0,20 | 2.444 | 9,45 | ||||
2025-08-12 | 13F | Argent Trust Co | 144.433 | 19,37 | 13.141 | 30,41 | ||||
2025-07-15 | 13F | DSG Capital Advisors, LLC | 7.852 | 0,00 | 714 | 9,34 | ||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 10.055 | 0,00 | 928 | 15,71 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 135.855 | -2,64 | 12.360 | 6,36 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 13.760 | 0,00 | 1.252 | 9,26 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 3.453 | 0,00 | 314 | 9,41 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 3.854 | -5,59 | 351 | 3,24 | ||||
2025-08-06 | 13F | Bonfire Financial | 6.616 | 0,02 | 602 | 9,27 | ||||
2025-08-13 | 13F | Idaho Trust Bank | 51.649 | 17,86 | 4.699 | 28,75 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 33.247 | -20,72 | 3.025 | -13,40 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 1.500 | -5,06 | 136 | 3,82 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 7.563 | -8,58 | 688 | 10,61 | ||||
2025-08-14 | 13F | Acas, Llc | 10.386 | -1,93 | 987 | 11,54 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 7.053 | 60,11 | 642 | 75,14 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 320 | 0,00 | 29 | 11,54 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 683.375 | 5,52 | 62.173 | 15,28 | ||||
2025-05-05 | 13F | Nwam Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 331.044 | 2,85 | 30.118 | 12,36 | ||||
2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 2.446 | -12,52 | 223 | -4,31 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 5.406 | 0,00 | 492 | 9,11 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 28.576 | -0,86 | 2.600 | 8,29 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 172.543 | 8,92 | 15.698 | 18,99 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 5.796 | -0,57 | 527 | 8,66 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2.210 | 201 | ||||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Trust Co | 135 | 0,00 | 12 | 9,09 | ||||
2025-08-13 | 13F | Northern Trust Corp | 1.097.051 | 6,11 | 99.810 | 15,92 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13.967 | -9,69 | 1.271 | -1,40 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 14.495 | 0,04 | 1.319 | 9,29 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 55.198 | 10,13 | 5.022 | 20,29 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 55.796 | 1,01 | 5.076 | 10,35 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 2.292 | 208 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 1.097.315 | 3,69 | 99.834 | 13,28 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 11.086 | 0,00 | 1.009 | 9,21 | ||||
2025-07-29 | 13F | Northeast Investment Management | 3.402 | 0,00 | 310 | 9,19 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 2.700 | -3,57 | 246 | 5,15 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 2.875 | 0,00 | 262 | 9,21 | ||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 3.059 | 4,30 | 282 | 15,57 | ||||
2025-08-28 | NP | New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class | 8.149 | -0,94 | 741 | 8,18 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1.795 | 0,00 | 163 | 9,40 | ||||
2025-07-15 | 13F | Kentucky Trust Co | 1.560 | 0,00 | 142 | 9,30 | ||||
2025-08-14 | 13F | Betterment LLC | 6.055 | 17,19 | 1 | |||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 14.348 | 0,66 | 1.305 | 9,94 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 5.404 | 492 | ||||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 94 | -30,88 | 9 | -27,27 | ||||
2025-08-14 | 13F | Fmr Llc | 4.120.558 | 3,13 | 374.888 | 12,67 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 15.714 | -0,58 | 1.430 | 8,59 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 11.285 | -0,78 | 1.027 | 8,34 | ||||
2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 8.611 | 18,76 | 783 | 29,85 | ||||
2025-07-15 | 13F | First City Capital Management, Inc. | 2.732 | 0,00 | 249 | 9,25 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 17.806 | 1,04 | 1.620 | 10,36 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19.255 | -15,00 | 1.752 | -7,16 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 15.914 | 1.448 | ||||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 3.429 | 0,09 | 312 | 9,12 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 288 | 0,00 | 26 | 13,04 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 8.137 | 0,00 | 678 | -8,39 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Farmers National Bank | 2.766 | -0,90 | 252 | 8,19 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 16.175 | 1.472 | ||||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 2.164 | 0,00 | 197 | 8,89 | ||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 19.908 | 2,76 | 1.811 | 12,28 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 98 | 0,00 | 9 | 0,00 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 4 | 0,00 | 0 | |||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 9 | 0,00 | 1 | |||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 352 | -70,84 | 33 | -68,00 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 48 | 4 | ||||||
2025-07-28 | 13F | Holistic Planning, LLC | 4.252 | -1,64 | 387 | 7,22 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 17.743 | -8,74 | 1.614 | -0,31 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 719 | 0,14 | 65 | 10,17 | ||||
2025-08-12 | 13F | Private Management Group Inc | 7.165 | 0,00 | 652 | 9,23 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 16.837 | -0,71 | 1.532 | 8,43 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 12.490 | -28,85 | 1.136 | -22,25 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 10.648 | -3,86 | 969 | 4,99 | ||||
2025-07-28 | 13F | Davidson Trust Co | 6.700 | 17,56 | 609 | 28,48 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 4.209 | 0,00 | 390 | 13,04 | ||||
2025-07-24 | 13F | Blair William & Co/il | 29.865 | -8,49 | 2.717 | 0,00 | ||||
2025-07-24 | 13F | Insight Inv LLC | 3.312 | -1,66 | 301 | 7,50 | ||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 99.611 | -26,87 | 9.063 | -20,11 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 13.773 | -2,21 | 1.253 | 6,91 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 208.610 | 6,69 | 18.979 | 16,56 | ||||
2025-07-24 | 13F | Eastern Bank | 94 | 9 | ||||||
2025-08-14 | 13F | Becker Capital Management Inc | 49.962 | 0,03 | 4.546 | 9,28 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 39.285 | 7,87 | 3.574 | 17,84 | ||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.740 | 0,00 | 340 | 9,32 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 3.163 | 0,09 | 288 | 9,13 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 105.117 | 3,64 | 9.564 | 13,23 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 6.134 | 0,00 | 558 | 9,41 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 3.912 | -15,12 | 356 | -7,31 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 580.119 | -0,93 | 52.779 | 8,22 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 146.234 | 2,49 | 13.304 | 11,97 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 506.929 | 2,72 | 46.120 | 12,21 | ||||
2025-08-07 | 13F | Allworth Financial LP | 11.746 | 77,57 | 1.069 | 96,32 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 8.855 | 0,00 | 806 | 9,23 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 2.480 | 0,00 | 226 | 9,22 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 3.797.381 | 3,56 | 345.486 | 13,14 | ||||
2025-07-30 | 13F | First Interstate Bank | 2.288 | 208 | ||||||
2025-07-16 | 13F/A | CX Institutional | 23.351 | 40,14 | 2 | 100,00 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 17.619 | -9,32 | 1.603 | -0,99 | ||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 1.715 | 157 | ||||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1.007.335 | 8.758,03 | 11 | -98,84 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 11.402 | 4,65 | 1.037 | 14,33 | ||||
2025-07-16 | 13F | Embree Financial Group | 12.072 | -61,00 | 1.098 | -57,41 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 2.883 | -3,42 | 262 | 5,65 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 6.257 | 0,00 | 569 | 9,21 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 43.265 | 35,57 | 4 | 50,00 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 2.429 | 7,29 | 202 | -1,46 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 5.408 | 0,00 | 492 | 9,33 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 4.272 | 0,00 | 389 | 9,30 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 2.352 | 0 | ||||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 5.860 | 0,00 | 533 | 9,22 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 4.410 | 0,00 | 401 | 9,26 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 33.586 | 5,36 | 3.056 | 15,11 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 2.240 | 0,00 | 204 | 9,14 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 84.683 | -0,13 | 7.704 | 9,11 | ||||
2025-04-09 | 13F | Compass Investment Advisers LLC | 3.951 | 359 | ||||||
2025-08-07 | 13F | Evoke Wealth, Llc | 11.946 | 1.087 | ||||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 4.133 | 0,02 | 376 | 9,30 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 4.160 | 4,58 | 378 | 14,20 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 571 | 0,00 | 52 | 8,51 | ||||
2025-07-15 | 13F | IMS Capital Management | 2.408 | 0,00 | 219 | 9,50 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 5.051 | 0,00 | 460 | 9,29 | ||||
2025-08-13 | 13F | Codex Capital Asset Management L.L.C. | 22.500 | 0,00 | 2.047 | 9,29 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 467.378 | -1,36 | 42.522 | 7,76 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 23.358 | 9,35 | 2.173 | 22,16 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 7.469 | 1,62 | 680 | 10,95 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 20 | 0,00 | 2 | 0,00 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 2.776 | 0,00 | 253 | 9,09 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 160 | 0,00 | 15 | 7,69 | ||||
2025-08-04 | 13F | Mill Capital Management, LLC | 900 | -25,00 | 82 | -18,18 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 3.036 | 0,00 | 276 | 9,52 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 63.408 | 100,83 | 5.769 | 119,40 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 2.968 | 0,00 | 270 | 9,31 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 64 | -96,80 | 6 | -96,99 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 2.600 | 237 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 23.240 | -0,10 | 2 | 100,00 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 21.652 | -3,13 | 1.970 | 5,80 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 14.923 | -2,04 | 1.386 | 13,89 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 207.986 | 3.612,71 | 18.929 | 3.962,02 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 4 | -100,00 | 0 | -100,00 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 74.643 | 4,36 | 6.791 | 14,02 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3.813 | 0,32 | 347 | 9,49 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 950 | 0,00 | 86 | 8,86 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 16.883 | -12,47 | 1.536 | -4,36 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 22.427 | -0,41 | 2.040 | 8,80 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 12.395 | 31,65 | 1.128 | 43,75 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1.393.410 | 4,46 | 126.773 | 14,12 | ||||
2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 2.360 | 0,00 | 0 | |||||
2025-07-30 | 13F | Gables Capital Management Inc. | 8.016 | 0,00 | 729 | 9,30 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.482 | 0,03 | 317 | 9,34 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 3.416 | -3,94 | 311 | 4,73 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 6.301 | -0,79 | 573 | 8,52 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7.839 | 1,41 | 713 | 10,89 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15.358 | 0,23 | 1.397 | 9,48 | ||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 47.235 | -0,68 | 4.297 | 8,51 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 725 | -57,95 | 66 | -54,55 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 6.340 | 0,00 | 577 | 9,30 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3.435 | -15,77 | 313 | -7,96 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5.544 | -12,62 | 1 | |||||
2025-08-19 | 13F | Asset Dedication, LLC | 1.983 | 0,00 | 180 | 9,09 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 17.832 | -30,17 | 1.622 | -23,71 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 81.628 | 6,50 | 7.427 | 16,34 | ||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 16.323 | 0,04 | 1.505 | 150.400,00 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 8 | 1 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 181.753 | -30,20 | 16.536 | -23,75 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 29 | 0,00 | 0 | |||||
2025-08-14 | 13F | Chilton Investment Co Llc | 7.700 | 701 | ||||||
2025-07-30 | 13F | Retirement Planning Group | 25.125 | -3,25 | 2.286 | 5,69 | ||||
2025-08-13 | 13F | Allium Financial Advisors, Llc | 4.838 | 0,00 | 440 | 9,45 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 6.630 | -3,49 | 603 | 5,42 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 1.804 | 0,00 | 164 | 9,33 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 240 | -36,51 | 0 | |||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 10.010 | -1,66 | 911 | 7,44 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 562.920 | 0,08 | 51.214 | 9,34 | ||||
2025-07-23 | 13F | Charter Trust Co | 4.099 | -4,03 | 373 | 4,79 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 2.805 | -2,03 | 255 | 7,14 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 7.556 | 0,00 | 687 | 9,22 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 224.923 | 0,34 | 20.464 | 9,62 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 11.637 | -0,60 | 1.059 | 8,62 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 7.164 | 0,00 | 652 | 9,23 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 410 | 4,59 | 37 | 15,63 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1.554 | 0,00 | 141 | 9,30 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 67.030 | -23,41 | 6.098 | -16,33 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 7.385 | 0,00 | 672 | 9,11 | ||||
2025-07-31 | 13F | United Community Bank | 7.402 | 8,04 | 673 | 18,07 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 8.583 | 0,00 | 781 | 9,24 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 15.682 | 15,21 | 1.427 | 25,86 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4.849 | 7,42 | 441 | 17,60 | ||||
2025-04-09 | 13F | Fragasso Group Inc. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 16.338 | -2,62 | 1.487 | 6,37 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 2.376 | -2,86 | 216 | 6,40 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 2.529 | 0,08 | 230 | 9,52 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 10.849 | 1,65 | 987 | 11,15 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 24.760 | 10.047,54 | 2.253 | 11.160,00 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 15.173 | -5,63 | 1.380 | 3,06 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 2.550 | 234 | ||||||
2025-07-22 | 13F | Stanich Group LLC | 2.875 | -19,15 | 267 | -10,14 | ||||
2025-07-02 | 13F | Doliver Advisors, Lp | 4.080 | -2,81 | 371 | 6,30 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 2.356 | 214 | ||||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 1.513 | 0,07 | 138 | 9,60 | ||||
2025-08-07 | 13F | Atala Financial Inc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 2.726 | 4,28 | 248 | 14,29 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 2.572 | 0,00 | 234 | 9,35 | ||||
2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 2.336 | -5,35 | 213 | 3,41 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 2.949 | 0 | ||||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 3.480 | -64,42 | 317 | -61,18 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 3.808 | 0,03 | 346 | 9,15 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 12.067 | 5,53 | 1.098 | 15,23 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 63.945 | -3,78 | 6 | 0,00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 78.273 | -8,41 | 7.121 | 0,06 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 48 | 0,00 | 4 | 33,33 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 2.148 | 203 | ||||||
2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 87.592 | -0,07 | 7.969 | 9,18 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4.749 | -15,59 | 0 | |||||
2025-07-10 | 13F | Fulton Bank, N.a. | 14.774 | -6,28 | 1.344 | 2,44 | ||||
2025-05-12 | 13F | First Western Trust Bank | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Kings Path Partners LLC | 853 | 1,55 | 78 | 11,59 | ||||
2025-07-10 | 13F | Security National Bank | 1.951 | 0,00 | 178 | 9,26 | ||||
2025-08-07 | 13F | Midwest Trust Co | 37.266 | 3.390 | ||||||
2025-07-25 | 13F | Cwm, Llc | 32.902 | 106,30 | 3 | 100,00 | ||||
2025-08-07 | 13F | Commerce Bank | 29.112 | -2,71 | 2.649 | 6,30 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5.572 | 0,00 | 507 | 9,05 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 13.545 | -6,48 | 1.232 | 2,16 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 22.791 | -0,00 | 2.074 | 9,22 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 6.963 | 6,01 | 633 | 15,93 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 6.797 | -1,85 | 618 | 7,29 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 72.865 | 5,86 | 6.629 | 15,65 | ||||
2025-07-24 | 13F | M1 Capital Management LLC | 39.411 | 3.586 | ||||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 4.299 | -6,42 | 407 | 7,98 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 3.341 | -2,93 | 304 | 5,94 | ||||
2025-07-28 | 13F | Hudson Capital Management LLC | 185.196 | 0,41 | 16.849 | 9,69 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3.431 | 312 | ||||||
2025-07-31 | 13F | CNB Bank | 2.737 | 0,00 | 249 | 9,69 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 5.900 | 0,00 | 537 | 9,16 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7.303 | 1,40 | 665 | 10,48 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 2.985 | 0,00 | 272 | 9,27 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 375.036 | -2,64 | 34.121 | 6,36 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 2.131 | 0,00 | 194 | 9,04 | ||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 2.644 | 0,00 | 241 | 9,09 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 178.234 | 2,11 | 16.216 | 11,55 | ||||
2025-08-14 | 13F | Mariner, LLC | 318.654 | 1,61 | 28.991 | 11,00 | ||||
2025-05-15 | 13F | Alamar Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 2.874 | 73,66 | 261 | 90,51 |
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