Statistiche di base
Proprietari istituzionali | 332 total, 331 long only, 0 short only, 1 long/short - change of 2,77% MRQ |
Allocazione media del portafoglio | 0.3185 % - change of -17,35% MRQ |
Azioni istituzionali (Long) | 45.600.883 (ex 13D/G) - change of -1,28MM shares -2,73% MRQ |
Valore istituzionale (Long) | $ 4.827.772 USD ($1000) |
Proprietà istituzionale e azionisti
iShares Trust - iShares Global 100 ETF (US:IOO) ha 332 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 45,600,883 azioni. I maggiori azionisti includono BlackRock, Inc., Northwestern Mutual Wealth Management Co, Annex Advisory Services, LLC, Amplius Wealth Advisors, LLC, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Raymond James Financial Inc, Envestnet Asset Management Inc, and UBS Group AG .
(iShares Trust - iShares Global 100 ETF (ARCA:IOO) 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 4, 2025 is 116,02 / share. Previously, on September 5, 2024, the share price was 94,77 / share. This represents an increase of 22,42% 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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Data di deposito | Modulo | Investitore | Azioni precedenti |
Ultime azioni |
Δ Azioni (Percentuale) |
Proprietà (Percentuale) |
Δ Proprietà (Percentuale) |
|
---|---|---|---|---|---|---|---|---|
2025-07-17 | BlackRock, Inc. | 24,932,243 | 27,384,813 | 9.84 | 44.70 | 4.44 |
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 3.388 | 41,05 | 364 | 55,56 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1.681 | 0,00 | 181 | 13,84 | ||||
2025-08-13 | 13F | Capital International Investors | 18.604 | -31,39 | 2.001 | -23,31 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 6.052 | 31,37 | 652 | 47,18 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5.133 | 1,64 | 553 | 13,79 | ||||
2025-04-29 | 13F | Hm Payson & Co | 200 | 0,00 | 19 | -5,00 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1.838 | 0,71 | 198 | 13,14 | ||||
2025-08-08 | 13F | Hudock, Inc. | 102.854 | 31,86 | 11.089 | 47,64 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10.786 | -0,04 | 1.163 | 11,95 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9.988 | 2,00 | 1.077 | 14,23 | ||||
2025-08-08 | 13F | Kane Investment Management, Inc. | 14.926 | -3,72 | 1.609 | 7,84 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 11.059 | 1.192 | ||||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 9.206 | -7,39 | 993 | 3,66 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 9.384 | 0,07 | 1.012 | 12,08 | ||||
2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 1.550 | 167 | ||||||
2025-07-15 | 13F | Main Street Group, LTD | 51 | 0,00 | 6 | 25,00 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 2.947 | 0,00 | 323 | 14,13 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 133.147 | 1,70 | 14.355 | 13,87 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 3.904 | -42,00 | 421 | -35,19 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 745 | -31,96 | 80 | -23,81 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-04-17 | 13F | Sfm, Llc | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11.567 | 10,35 | 1.247 | 23,59 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10.172 | -18,23 | 1.138 | -5,72 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5.106 | 0,00 | 550 | 12,02 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 93.779 | 2,90 | 10.110 | 15,21 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 29.970 | -92,32 | 3.231 | -91,40 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 12 | 0 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 10.775 | 60,10 | 1.162 | 79,17 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 84.254 | -29,76 | 9 | -18,18 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 275.466 | -39,51 | 29.702 | -32,46 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3.350 | -8,19 | 361 | 2,85 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10.572 | 0,00 | 1.140 | 12,00 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 7.901 | -2,54 | 852 | 9,10 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 146.056 | -0,84 | 15.964 | 12,56 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 180.405 | -7,94 | 19 | 5,56 | ||||
2025-05-06 | 13F | Ignite Planners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 27.906 | -51,54 | 3.009 | -45,75 | ||||
2025-08-13 | 13F | M&t Bank Corp | 2.359 | 0,00 | 254 | 11,89 | ||||
2025-08-06 | 13F | OneAscent Wealth Management LLC | 3.024 | -43,72 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12.650 | 5,89 | 1.364 | 18,52 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 50.415 | -0,98 | 5 | 25,00 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 12.786 | -2,18 | 1.378 | 9,54 | ||||
2025-08-01 | 13F | Jennison Associates Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 | 0,00 | 45 | |||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Schroder Investment Management Group | 67.016 | -0,78 | 7.207 | 10,91 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 136.777 | 8,15 | 14.746 | 21,09 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 845 | 0,00 | 91 | 12,35 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 704 | 76 | ||||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 106.283 | -12,02 | 11 | 0,00 | ||||
2025-08-14 | 13F | UBS Group AG | 364.458 | -0,12 | 39.292 | 11,83 | ||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 657 | 0,61 | 75 | 17,46 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 140 | 141,38 | 15 | 200,00 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 12.770 | 0,00 | 1.377 | 11,96 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 3.513 | 0,69 | 379 | 12,84 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 100.589 | -12,82 | 10.844 | -2,39 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 14.880 | -5,81 | 1.661 | 9,20 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 16.694 | 24,08 | 1.800 | 38,92 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 5.644 | -51,85 | 1 | -100,00 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 40.355 | 0,00 | 4 | 33,33 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 552 | 120,80 | 59 | 145,83 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 277.641 | 876,44 | 29.932 | 993,61 | ||||
2025-08-06 | 13F | Marco Investment Management Llc | 2.000 | 216 | ||||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 5.331 | -3,32 | 575 | 8,30 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 5.984 | 0,00 | 645 | 11,98 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 29.541 | 12,92 | 3.185 | 26,45 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 2.983 | -33,87 | 322 | -26,04 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 3.057 | -95,59 | 330 | -95,07 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7.242 | -2,73 | 781 | 8,94 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 5.399 | 582 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 14.567 | 0,61 | 1.571 | 12,63 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 22.807 | -5,75 | 2.459 | 5,49 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 29.364 | 233,83 | 3.166 | 274,11 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8.254 | 0,00 | 890 | 11,96 | ||||
2025-07-15 | 13F | CHB Investment Group, LLC | 18.933 | -0,96 | 2 | 100,00 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 351 | -91,52 | 38 | -91,13 | ||||
2025-08-14 | 13F | Mariner, LLC | 85.102 | 1,97 | 9.175 | 14,16 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 19.839 | -59,59 | 2.139 | -54,77 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4.235 | 0,00 | 457 | 12,04 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 21.389 | 8,83 | 2.306 | 21,83 | ||||
2025-05-05 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-05 | 13F | Huntington National Bank | 290 | 18,93 | ||||||
2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 48.083 | -3,35 | 5.184 | 8,20 | ||||
2025-07-17 | 13F | Bluesphere Advisors, LLC | 77.301 | -1,17 | 8.334 | 10,65 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 10 | 0 | ||||||
2025-05-01 | 13F | Lane & Associates LLC | 3.656 | 0,00 | 352 | -5,63 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 800 | 0,00 | 86 | 11,69 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 203 | 0,00 | 22 | 10,53 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 14.154 | 21,94 | 1.526 | 36,53 | ||||
2025-07-14 | 13F | Matrix Trust Co | 8.529 | 1 | ||||||
2025-07-21 | 13F | Ntv Asset Management Llc | 5.430 | 0,00 | 585 | 12,07 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 446 | 0,00 | 48 | 14,29 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 88.161 | 9.505 | ||||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 420 | 45 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 163.667 | -13,31 | 17.627 | -3,05 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 4.959 | 0,02 | 535 | 11,95 | ||||
2025-07-11 | 13F | Thomasville National Bank | 0 | -100,00 | 0 | |||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 3.216 | 288 | ||||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 44.950 | -4,72 | 4.846 | 6,30 | ||||
2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 4.122 | 53,46 | 444 | 72,09 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 2.162 | -36,95 | 233 | -29,39 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.476 | -3,42 | 375 | 8,09 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 16.800 | 0,00 | 1.811 | 12,00 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11.138 | -25,68 | 1.201 | -16,84 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 47 | -2,08 | 5 | 25,00 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2.273 | 0,00 | 245 | 12,39 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 24.225 | 3,21 | 2.612 | 15,53 | ||||
2025-07-31 | 13F | Ground Swell Capital, LLC | 5.496 | 9,26 | 593 | 22,31 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3.737 | 403 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 2.608 | 0,00 | 281 | 11,95 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 38.565 | -34,07 | 4.158 | -26,19 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 200 | 0,00 | 22 | 10,53 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 3.395 | 366 | ||||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 45.245 | 0,00 | 4.878 | 11,96 | ||||
2025-07-24 | 13F | Fischer Investment Strategies, Llc | 14.291 | 49,96 | 1.541 | 67,94 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3.645 | -1,62 | 393 | 10,11 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3.349 | -0,86 | 361 | 11,08 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Old National Bancorp /in/ | 93.516 | -42,12 | 10.082 | -35,20 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 2.000 | 216 | ||||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 3.160 | 341 | ||||||
2025-07-31 | 13F | WFA Asset Management Corp | 2.141 | 0,66 | 207 | 8,42 | ||||
2025-07-07 | 13F | First Community Trust Na | 4.204 | 0,00 | 453 | 12,13 | ||||
2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 65.676 | 3,99 | 6.753 | 5,02 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 159.133 | -9,52 | 17.156 | 1,31 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 4.916 | -7,07 | 530 | 3,93 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 4.245 | 458 | ||||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 156 | 0,00 | 17 | 6,67 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 12.489 | 0,00 | 1.238 | 0,00 | ||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 7.644 | 845 | ||||||
2025-08-12 | 13F | MAI Capital Management | 4.181 | 0,00 | 451 | 11,94 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 107 | -89,89 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 833.249 | 1,66 | 89.833 | 13,82 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 156 | 15 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 316 | 0,00 | 34 | 13,33 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 29.022 | 12,18 | 3.130 | 25,61 | ||||
2025-08-14 | 13F | Comerica Bank | 3.797 | -8,02 | 409 | 3,02 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 99 | 11 | ||||||
2025-08-13 | 13F | Marshall Wace, Llp | 18.575 | 2.003 | ||||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8.141 | -4,66 | 878 | 6,69 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 387.294 | 11,73 | 41.754 | 25,10 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 21.385 | 1,31 | 2.299 | 12,81 | ||||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 6.518 | 0,00 | 703 | 11,96 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 19.536 | -45,75 | 2.106 | -39,26 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 164 | 18 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 48.879 | -52,45 | 5.270 | -46,71 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 19.587 | -1,04 | 2.112 | 10,81 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 6.863 | -13,15 | 740 | -2,76 | ||||
2025-08-14 | 13F | Legacy Advisory Services, LLC | 18.502 | 5,32 | 1.995 | 17,92 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 37.920 | -1,15 | 4.088 | 10,70 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 49.305 | -57,45 | 5 | -54,55 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 3.693 | -93,88 | 400 | -93,11 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 226 | -21,80 | 0 | |||||
2025-08-12 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4.510 | 10.638,10 | 0 | -100,00 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 110 | 0,00 | 12 | 10,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 3.065 | 1,16 | 330 | 13,40 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 17.398 | -2,24 | 1.876 | 9,46 | ||||
2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-21 | 13F | Financial Council Asset Management Inc | 3.116 | 0,00 | 336 | 11,67 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 6.324 | 1,01 | 1 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3.919 | 29,38 | 377 | 23,61 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 2.996 | -2,73 | 323 | 8,78 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 80 | 0,00 | 9 | 14,29 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 100.440 | -0,41 | 10.828 | 11,50 | ||||
2025-05-14 | 13F | Stonebridge Capital Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 8.482 | 13,94 | 914 | 27,65 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 4.922 | -0,10 | 531 | 11,81 | ||||
2025-08-12 | 13F | Kaye Capital Management | 177.302 | -1,27 | 19.115 | 10,54 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 117.329 | -4,34 | 12.649 | 7,10 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 8.504 | 0,00 | 917 | 11,98 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 26.355 | -1,19 | 2.841 | 10,63 | ||||
2025-08-12 | 13F | LPL Financial LLC | 914.560 | -2,32 | 98.599 | 9,37 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 243.804 | -12,57 | 26 | 0,00 | ||||
2025-07-21 | 13F | Whelan Financial | 37.471 | -17,77 | 4.040 | -7,93 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 8.115 | 1,17 | 875 | 13,21 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 1.026 | 338,46 | 111 | 400,00 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 49.134 | -0,17 | 5.297 | 11,77 | ||||
2025-08-15 | 13F | Morgan Stanley | 918.852 | 2,01 | 99.062 | 14,21 | ||||
2025-07-09 | 13F | Mirador Capital Partners LP | 6.469 | -1,93 | 697 | 9,76 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 6.356 | -29,71 | 685 | -21,26 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 652.089 | 1,29 | 70.302 | 13,41 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 43.120 | -2,16 | 4.649 | 9,55 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 3.220 | 0,00 | 347 | 11,94 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 204 | 0,00 | 22 | 15,79 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 7.800 | 0,00 | 841 | 11,85 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 338.163 | 4,77 | 36.457 | 17,31 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 26.826 | -1,85 | 2.892 | 9,92 | ||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 25.978 | -1,38 | 2.801 | 10,41 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3.213 | -6,82 | 346 | 4,53 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 99.082 | -38,64 | 10.682 | -32,91 | ||||
2025-08-04 | 13F | Atria Investments Llc | 6.774 | -82,85 | 730 | -80,80 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8.623 | -0,93 | 930 | 10,86 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.902.886 | -1,77 | 312.960 | 9,98 | ||||
2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 326 | 0,62 | 35 | 12,90 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 23.328 | 0,28 | 2.515 | 12,28 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 5.332 | -1,50 | 575 | 10,17 | ||||
2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 94.724 | -51,20 | 10.212 | -45,36 | ||||
2025-07-07 | 13F | RDA Financial Network | 4.015 | -85,12 | 433 | -83,37 | ||||
2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 8.037 | -93,44 | 866 | -92,66 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 0 | -100,00 | 0 | |||||
2025-05-16 | 13F | Ascent Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 4.042 | 0,00 | 436 | 11,83 | ||||
2025-08-05 | 13F | Tsfg, Llc | 1.500 | 0,00 | 0 | |||||
2025-08-01 | 13F | Chilton Capital Management Llc | 266 | 0,00 | 29 | 12,00 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 5.076 | 0,00 | 547 | 12,09 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 2.694 | 0,00 | 290 | 11,97 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 1.422.141 | 30,96 | 153.321 | 46,63 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 10.115 | 0,00 | 1.090 | 12,02 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 295 | 0,00 | 32 | 10,71 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 90 | 0,00 | 10 | 12,50 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 19.435 | 74,41 | 2.095 | 86,72 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 3.413 | -2,37 | 368 | 9,23 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Capital World Investors | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23.258 | 2,05 | 2.507 | 14,27 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 39.066 | -0,68 | 4.212 | 11,20 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 2.082 | 0,00 | 224 | 12,00 | ||||
2025-07-30 | 13F | Retirement Planning Group | 14.173 | -1,41 | 1.528 | 10,33 | ||||
2025-07-30 | 13F | Darrow Company, Inc. | 2.716 | 1,31 | 293 | 13,18 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 28.500 | 0,35 | 3.073 | 12,36 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 117.679 | 231,26 | 12.687 | 270,94 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3.867 | 5,25 | 417 | 17,85 | ||||
2025-07-22 | 13F | Inlight Wealth Management, LLC | 22 | 0,00 | 2 | 0,00 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 94.439 | 50,52 | 10.181 | 68,53 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 42 | -66,40 | 5 | -66,67 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 277.577 | 0,97 | 29.926 | 13,06 | ||||
2025-07-28 | 13F | Tower Wealth Partners, Inc. | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 240 | 605,88 | 26 | 733,33 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 1.932 | 208 | ||||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Copia Wealth Management | 88 | 0,00 | 9 | 12,50 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 178 | 0,00 | 19 | 11,76 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.640 | 0,11 | 392 | 12,00 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2.163 | 0,05 | 233 | 12,02 | ||||
2025-07-29 | 13F | Private Trust Co Na | 357 | -43,87 | 38 | -37,70 | ||||
2025-05-15 | 13F | Cullen Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | Citigroup Inc | 145.411 | -2,34 | 15.677 | 9,34 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 158.151 | 0,48 | 17.046 | 12,49 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5.001 | -6,92 | 539 | 4,26 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14.444 | -9,74 | 1.557 | 1,10 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 34.698 | 0,00 | 3.741 | 11,94 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.001 | -28,96 | 108 | -10,08 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 2.714 | -8,43 | 293 | 2,46 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3.605 | 389 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2.550 | -7,10 | 275 | 3,79 | ||||
2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 3.100 | 0,00 | 334 | 12,08 | ||||
2025-08-07 | 13F | Atala Financial Inc | 3.388 | 83,33 | 365 | 106,21 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1.623 | 2,59 | 175 | 9,43 | ||||
2025-05-06 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 2.263 | 0,67 | 259 | 19,44 | ||||
2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 299.842 | 5,98 | 32.327 | 18,65 | ||||
2025-08-14 | 13F | Fmr Llc | 23.668 | 29,16 | 2.552 | 44,61 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 12.608 | 2,61 | 1.359 | 14,88 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 230 | 0,00 | 25 | 9,09 | ||||
2025-08-11 | 13F | WPWealth LLP | 4.610 | 0,00 | 497 | 12,19 | ||||
2025-08-13 | 13F | Bank Of Nova Scotia | 2.000 | 216 | ||||||
2025-07-15 | 13F | BCS Wealth Management | 7.673 | 0,00 | 1 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 55.009 | -6,00 | 5.931 | 5,24 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 2.686 | -26,57 | 290 | -17,90 | ||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 4.500 | 0,00 | 485 | 12,01 | ||||
2025-08-14 | 13F | LWM Advisory Services, LLC | 22.030 | -15,35 | 2.375 | -5,19 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 117.856 | -8,58 | 12.706 | 2,36 | ||||
2025-07-25 | 13F | Cwm, Llc | 1.194 | 0,59 | 0 | |||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 439 | 0,00 | 47 | 11,90 | ||||
2025-08-07 | 13F | Fagan Associates, Inc. | 41.132 | -1,89 | 4.434 | 9,83 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 16 | 0,00 | 2 | 0,00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 362.722 | -5,28 | 39.105 | 6,05 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 404 | 0,00 | 44 | 13,16 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11.345 | 3,09 | 1.223 | 15,49 | ||||
2025-07-18 | 13F | Truist Financial Corp | 6.163 | 58,43 | 664 | 77,54 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 276 | 0,00 | 30 | 11,54 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1.116.281 | -3,27 | 120.338 | 8,29 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15.036 | 4,47 | 1.621 | 17,04 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 34.538 | -0,37 | 3.723 | 11,57 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 8.349 | -49,94 | 901 | -43,86 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 963 | 0,00 | 104 | 11,96 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9.208 | -5,87 | 993 | 5,42 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 4.317 | 872,30 | 435 | 935,71 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | New Millennium Group LLC | 51 | -15,00 | 5 | 0,00 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 72 | -12,20 | 8 | -12,50 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 115 | -78,34 | 12 | -76,47 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 117.530 | -1,03 | 12.671 | 10,81 | ||||
2025-07-23 | 13F | Drake & Associates, LLC | 12.155 | -92,78 | 1.310 | -91,92 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 2.053 | 221 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3.299 | -15,82 | 356 | -5,84 | ||||
2025-07-30 | 13F | Alexis Investment Partners, LLC | 84.221 | 2,61 | 9.061 | 14,74 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 86.017 | 15,90 | 9.250 | 29,57 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 2.464 | 266 | ||||||
2025-04-25 | 13F | WestEnd Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 30.276 | 1,15 | 3.264 | 9,13 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 2.185 | 0,00 | 236 | 11,90 | ||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 14.460 | 6,22 | 1.559 | 18,93 | ||||
2025-07-23 | 13F | Charter Trust Co | 3.317 | 0,00 | 358 | 11,91 | ||||
2025-08-13 | 13F | Polen Capital Management Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 4.052 | -5,33 | 437 | 5,83 | ||||
2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 2.456 | 0,70 | 276 | 17,52 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Sierra Ocean, Llc | 3.687 | 0,00 | 398 | 11,83 | ||||
2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 103.230 | -6,17 | 11.129 | 5,06 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2.570 | 0,00 | 277 | 12,15 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 372 | 0,00 | 40 | 14,29 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1.190 | 0,00 | 128 | 12,28 | ||||
2025-07-30 | 13F | Whittier Trust Co | 5.000 | 0,00 | 539 | 12,06 | ||||
2025-08-08 | 13F | Creative Planning | 13.330 | 7,89 | 1.437 | 20,86 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 316.947 | 0,01 | 34.170 | 11,98 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 27.385.813 | -0,09 | 2.952.464 | 11,86 | ||||
2025-08-08 | 13F | Donoghue Forlines LLC | 21.940 | 2.365 | ||||||
2025-08-14 | 13F | CIBC World Markets Inc. | 66.924 | -1,22 | 7.215 | 10,61 | ||||
2025-08-28 | NP | GTAAX - Power Global Tactical Allocation/JAForlines Fund Class A | 20.099 | 2.167 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 44.234 | 3,76 | 4.769 | 16,15 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 300 | 0,00 | 32 | 14,29 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 316 | 0,00 | 34 | 13,33 | ||||
2025-08-12 | 13F | Sfmg, Llc | 3.272 | 0,71 | 353 | 12,82 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 96.365 | 3,85 | 10.389 | 16,27 | ||||
2025-08-08 | 13F | Gts Securities Llc | 5.846 | 178,25 | 630 | 211,88 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 596 | 0,68 | 64 | 14,29 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 8.800 | -0,60 | 949 | 11,27 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 3.230 | 0,00 | 348 | 11,90 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 3.768 | -57,04 | 0 | |||||
2025-07-11 | 13F | LongView Wealth Management | 3.195 | 14,23 | 344 | 27,88 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 4.400 | -29,67 | 474 | -21,26 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 2.348 | 0,00 | 253 | 11,95 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 19 | 0,00 | 0 | |||||
2025-08-12 | 13F | Waddell & Associates, Llc | 2.909 | -33,52 | 314 | -25,65 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 3.286 | 0,00 | 354 | 12,03 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | Front Row Advisors LLC | 180 | 0,00 | 19 | 11,76 | ||||
2025-07-16 | 13F | Twelve Points Wealth Management LLC | 37.217 | 4.012 | ||||||
2025-08-14 | 13F | CIBC Asset Management Inc | 2.240 | 0,00 | 241 | 12,09 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 6.520 | 703 | ||||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 2.362 | -4,14 | 255 | 7,17 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 1.990 | 0,00 | 215 | 12,04 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 56 | 6 | ||||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 35.189 | -47,72 | 3.794 | -41,47 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 4.583 | 18,67 | 494 | 33,15 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 3.593 | 259,30 | 387 | 303,13 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 1.090 | 0,00 | 118 | 12,50 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 2.103 | -4,58 | 227 | 6,60 | ||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 10.062 | 0,00 | 1.085 | 11,98 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 2.219 | 0,00 | 239 | 12,21 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.251 | 0,63 | 243 | 12,56 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 362 | 39 | ||||||
2025-07-29 | 13F | Curbstone Financial Management Corp | 18.880 | -4,07 | 2.035 | 7,44 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Creekside Partners | 13.441 | 0,00 | 1.449 | 11,98 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | -58,33 | 1 | -100,00 | ||||
2025-05-14 | 13F | Northstar Financial Companies, Inc. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 156 | 17 | ||||||
2025-07-16 | 13F | Signaturefd, Llc | 1.260 | -11,27 | 136 | -0,74 | ||||
2025-08-04 | 13F | Assetmark, Inc | 49.314 | -3,36 | 5.317 | 8,20 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 5.399 | -6,14 | 520 | -10,36 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 2.452 | 0,00 | 264 | 11,86 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 10.455 | -0,19 | 1.127 | 11,81 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19.035 | 1,68 | 2.052 | 13,87 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 9.196 | 991 | ||||||
2025-08-13 | 13F | Okabena Investment Services Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 5.517 | -16,18 | 595 | -6,16 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 57.610 | 7,70 | 6.211 | 20,58 |