Statistiche di base
Proprietari istituzionali | 515 total, 515 long only, 0 short only, 0 long/short - change of 3,21% MRQ |
Allocazione media del portafoglio | 0.4811 % - change of 2,44% MRQ |
Azioni istituzionali (Long) | 59.289.264 (ex 13D/G) - change of 6,82MM shares 13,00% MRQ |
Valore istituzionale (Long) | $ 2.898.680 USD ($1000) |
Proprietà istituzionale e azionisti
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF (US:JMST) ha 515 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 59,289,264 azioni. I maggiori azionisti includono Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, LPL Financial LLC, Wells Fargo & Company/mn, Fmr Llc, FGNSX - Strategic Advisers Tax-Sensitive Short Duration Fund, Resonant Capital Advisors, LLC, Grimes & Company, Inc., Salomon & Ludwin, LLC, and Jpmorgan Chase & Co .
(J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF (BATS:JMST) 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 51,02 / share. Previously, on September 9, 2024, the share price was 50,86 / share. This represents an increase of 0,29% 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.
Upgrade to unlock premium data.
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.
Esegui l'upgrade
per sbloccare i dati premium ed esportarli in Excel
.
Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | AdvisorNet Financial, Inc | 12.716 | 35,36 | 647 | 35,64 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 13.489 | -14,95 | 687 | -14,89 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 56.763 | 19,27 | 2.890 | 19,42 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 45.771 | 228,27 | 2.331 | 228,63 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 16.101 | 8,48 | 820 | 8,62 | ||||
2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 59.301 | 14,62 | 3.020 | 14,79 | ||||
2025-07-18 | 13F | Truist Financial Corp | 83.167 | 12,47 | 4.235 | 12,61 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 55.093 | -6,59 | 2.805 | -6,47 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 12.133 | 47,50 | 618 | 47,61 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1.011.957 | 17,59 | 51.529 | 17,75 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 4.524 | 230 | ||||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 1.859 | 0,00 | 95 | 0,00 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 228.795 | 17,92 | 11.650 | 18,09 | ||||
2025-07-08 | 13F | Choice Wealth Advisors, LLC | 5.900 | 300 | ||||||
2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | BSW Wealth Partners | 13.846 | -24,61 | 705 | -24,44 | ||||
2025-08-14 | 13F | Vista Investment Management | 15.708 | 18,93 | 800 | 19,08 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 903 | 0 | ||||||
2025-07-30 | 13F | Klingman & Associates, LLC | 24.877 | -22,74 | 1.267 | -22,66 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 82.731 | 472,93 | 4.213 | 473,84 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 8.885 | -21,30 | 452 | -21,25 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 498.744 | 126,23 | 25.396 | 126,55 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6.081 | 310 | ||||||
2025-04-15 | 13F | Kelly Financial Services LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Redmond Asset Management, LLC | 10.600 | 0,00 | 540 | 0,00 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 83.250 | -6,46 | 4.239 | -6,32 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 79.561 | 22,57 | 4.051 | 22,79 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 262 | 60,74 | 13 | 62,50 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 6.266 | 36,31 | 319 | 36,91 | ||||
2025-08-06 | 13F | Middleton & Co Inc/ma | 4.200 | -19,23 | 214 | -19,32 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.145 | 0,00 | 58 | 0,00 | ||||
2025-07-28 | 13F | J.Safra Asset Management Corp | 88.398 | 4.500 | ||||||
2025-08-14 | 13F | Synovus Financial Corp | 44.262 | -11,56 | 2.254 | -11,44 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 26.420 | -1,92 | 1.345 | -1,75 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 514 | 414,00 | 26 | 420,00 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 27.558 | 0,32 | 1.403 | 0,50 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 28.800 | 0,00 | 1.466 | 0,14 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 189.697 | -1,93 | 9.659 | -1,80 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 54.918 | 109,28 | 2.796 | 109,60 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11.964 | -24,90 | 609 | -24,81 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 3.973 | 0,00 | 202 | 0,00 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 809.121 | 12,67 | 41.200 | 12,82 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 6.129 | 1,36 | 312 | 1,63 | ||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 29.187 | 59,89 | 1.486 | 60,13 | ||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 119.412 | -2,81 | 6.080 | -2,67 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 4.505 | -0,86 | 229 | -0,87 | ||||
2025-07-17 | 13F | BayBridge Capital Group, LLC | 28.936 | 15,19 | 1.473 | 15,35 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 18.815 | 41,99 | 958 | 42,35 | ||||
2025-07-07 | 13F | Trust Co | 354.856 | -10,38 | 18.069 | -10,25 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 87.990 | 49,08 | 4.480 | 49,28 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 10.981 | -1,39 | 559 | -1,24 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 124.674 | 11,22 | 6.348 | 11,37 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 270 | 0,00 | 14 | 0,00 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Mcdonald Partners Llc | 14.600 | 0,00 | 743 | 0,13 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 375 | 0,00 | 19 | 0,00 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 13.535 | -44,04 | 690 | -43,71 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4.902 | -0,67 | 250 | -0,40 | ||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 13.019 | 133,61 | 663 | 133,92 | ||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 30.161 | -18,71 | 1.536 | -18,61 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 694.420 | 185,14 | 35.360 | 185,54 | ||||
2025-07-31 | 13F | Boothe Investment Group, Inc. | 230.824 | 5,85 | 11.754 | 6,00 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 263.278 | 64,99 | 13.406 | 65,22 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 10.931 | 30,63 | 557 | 31,13 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 25.329 | 1.290 | ||||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 103.449 | -0,86 | 5.268 | -0,74 | ||||
2025-08-12 | 13F | Argent Trust Co | 6.073 | -56,47 | 309 | -56,42 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 123.311 | 14,45 | 6.279 | 14,60 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 813.890 | -9,81 | 41.443 | -9,68 | ||||
2025-08-12 | 13F | Change Path, LLC | 10.848 | -22,57 | 552 | -22,47 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 11.427 | -23,91 | 582 | -23,85 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 197.265 | -15,85 | 10.045 | -15,73 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 4.264 | 217 | ||||||
2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 33.648 | 0,32 | 1.713 | 0,47 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 56.442 | 10,65 | 2.874 | 10,84 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 834 | -25,87 | 42 | -26,32 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27.257 | 34,36 | 1.388 | 34,53 | ||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 35.052 | -3,24 | 1.785 | -3,15 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 120.360 | 10,05 | 6 | 20,00 | ||||
2025-04-29 | 13F | Royal Harbor Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 20.946 | 123,30 | 1.067 | 123,95 | ||||
2025-07-28 | 13F | Aries Wealth Management | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 85.360 | 11,57 | 4 | 33,33 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 68.702 | 45,20 | 3.498 | 45,45 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 102.725 | -1,63 | 5 | 0,00 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 3.574 | 0,00 | 182 | 0,00 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 16.310 | -5,06 | 830 | -4,93 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 4.232 | -8,18 | 215 | -8,12 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 8.865 | 0,00 | 451 | 0,22 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 8.784 | 9,02 | 448 | 9,29 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Vise Technologies, Inc. | 4.922 | 251 | ||||||
2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 32.205 | 9,79 | 1.640 | 9,93 | ||||
2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 54.623 | -14,29 | 2.781 | -14,17 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 599.943 | 9,77 | 30.550 | 9,91 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 10.800 | 550 | ||||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 11.786 | 20,44 | 600 | 20,72 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 99.213 | -0,64 | 5.052 | -0,51 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Amara Financial, Llc. | 4.860 | -39,64 | 247 | -39,61 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 20.049 | 0,00 | 1.021 | 0,10 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 12.240 | 119,63 | 623 | 120,14 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 40.336 | 64,61 | 2.054 | 64,77 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 36.045 | 45,75 | 1.835 | 45,98 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 1.761 | 90 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 135.978 | -4,84 | 6.914 | -4,58 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 51.088 | 16,66 | 2.601 | 16,85 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 10.945 | -26,76 | 557 | -26,61 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 801 | 41 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 21.223 | -5,58 | 1.081 | -5,51 | ||||
2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 84.842 | -1,79 | 4.320 | -1,64 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 590.217 | 52,46 | 30 | 57,89 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 132.843 | 16,21 | 6.764 | 16,38 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 427.220 | 62,84 | 21.754 | 63,07 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 49.137 | -0,24 | 2.502 | -0,08 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11.191 | -4,77 | 1 | |||||
2025-07-24 | 13F | U S Global Investors Inc | 15.000 | -23,86 | 764 | -23,78 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 816 | 0,74 | 42 | 0,00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 298 | -51,70 | 15 | -51,61 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 55.129 | 12,08 | 2.807 | 12,24 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12.858 | 60,62 | 655 | 60,69 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 62.541 | 0,49 | 3.185 | 0,63 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 37.046 | -11,13 | 1.886 | -11,00 | ||||
2025-08-01 | 13F | Bolthouse Investments, LLC | 16.795 | -1,53 | 855 | -1,38 | ||||
2025-08-07 | 13F | PFG Advisors | 8.808 | 11,79 | 448 | 12,00 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 11.258 | 5,78 | 573 | 5,91 | ||||
2025-07-30 | NP | FGNSX - Strategic Advisers Tax-Sensitive Short Duration Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1.417.846 | -20,93 | 72.112 | -21,01 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 61.618 | -3,92 | 3.138 | -3,80 | ||||
2025-07-11 | 13F | Essex Savings Bank | 12.781 | -7,01 | 651 | -6,88 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 411.003 | 234,72 | 20.928 | 235,22 | ||||
2025-08-14 | 13F | First Foundation Advisors | 16.743 | -51,26 | 853 | -51,20 | ||||
2025-08-07 | 13F | Nwam Llc | 46.116 | 355,29 | 2.351 | 356,50 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 29.249 | 1,57 | 1.489 | 1,71 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 52.103 | -12,98 | 2.653 | -12,84 | ||||
2025-07-15 | 13F | IMS Capital Management | 5.334 | 0,00 | 272 | 0,00 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 11.251 | -1,66 | 573 | -1,55 | ||||
2025-05-15 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 13.423 | 81,93 | 1 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 13.479 | 158,76 | 1 | |||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 43.988 | 0,17 | 2.240 | 0,27 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 893.195 | -2,78 | 45.481 | -2,64 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 17.204 | 12,98 | 876 | 13,18 | ||||
2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100,00 | 0 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 373.716 | -41,84 | 19 | -40,62 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 32.837 | -3,08 | 1.672 | -2,90 | ||||
2025-07-23 | 13F | IMZ Advisory Inc | 110.003 | 8,17 | 5.601 | 8,30 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 18.911 | 11,94 | 963 | 11,99 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 113.012 | -7,47 | 6 | -16,67 | ||||
2025-07-22 | 13F | Private Wealth Group, LLC | 7.430 | -13,68 | 378 | -13,50 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 59.051 | -5,97 | 3.007 | -5,86 | ||||
2025-08-14 | 13F | Fmr Llc | 1.420.493 | -16,23 | 72.332 | -16,11 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 88.004 | 4.481 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6.374 | 0,00 | 325 | 0,00 | ||||
2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 11.750 | 0,00 | 598 | 0,17 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 426.216 | -2,41 | 21.703 | -2,27 | ||||
2025-07-24 | 13F | Blair William & Co/il | 10.142 | 26,47 | 516 | 26,78 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 4.731 | 2,45 | 241 | 2,56 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8.366 | -9,56 | 426 | -9,36 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 1.746 | 0,75 | 89 | 0,00 | ||||
2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 45.879 | -14,75 | 2.336 | -14,62 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 3.386 | 172 | ||||||
2025-07-29 | 13F | Curbstone Financial Management Corp | 8.250 | 420 | ||||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Apella Capital, LLC | 16.275 | 0,76 | 827 | 1,22 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.612.505 | 14,77 | 183.949 | 14,93 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 454.908 | 13,53 | 23.164 | 13,69 | ||||
2025-07-14 | 13F | Abacus Planning Group, Inc. | 29.177 | 1.486 | ||||||
2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 2.790 | 0,00 | 142 | 0,71 | ||||
2025-07-09 | 13F | Presidio Capital Management, LLC | 18.642 | 21,45 | 949 | 21,67 | ||||
2025-08-04 | 13F | Atria Investments Llc | 13.345 | 12,33 | 680 | 12,42 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 213.251 | -31,29 | 10.859 | -31,20 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 9.880 | 503 | ||||||
2025-07-23 | 13F | REAP Financial Group, LLC | 105 | 0,00 | 5 | 0,00 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 33.419 | 145,76 | 1.702 | 146,16 | ||||
2025-07-28 | 13F | Capital Management Corp /va | 79.913 | -4,95 | 4.069 | -4,82 | ||||
2025-07-22 | 13F | Legacy CG, LLC | 23.238 | -80,41 | 1.183 | -80,39 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 49.665 | 6,57 | 2.529 | 6,71 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 3.933 | 200 | ||||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 12.973 | 9,61 | 661 | 9,82 | ||||
2025-08-11 | 13F | Sierra Capital LLC | 98.375 | 5 | ||||||
2025-08-08 | 13F | KM Capital Management Ltd. | 63.951 | 56,86 | 3.256 | 57,07 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 28.503 | -4,94 | 1.451 | -4,86 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 141.499 | 15,67 | 7.205 | 15,84 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 1.089.770 | 55.491 | ||||||
2025-08-05 | 13F | Marion Wealth Management | 12.845 | 30,51 | 654 | 30,80 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4.153 | 0,00 | 211 | 0,00 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 123.767 | 17,48 | 6.302 | 17,66 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 8.698 | -9,17 | 442 | -8,68 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 6.350 | 323,33 | 323 | 325,00 | ||||
2025-08-11 | 13F | M Wealth Management, LLC | 7.711 | 0,00 | 393 | 0,00 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5.269 | -0,83 | 268 | -0,74 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 101.230 | -7,19 | 5.155 | -7,07 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 5.446 | 4,55 | 277 | 4,92 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 8.098 | 21,06 | 412 | 21,53 | ||||
2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 91.205 | 4.644 | ||||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 10.580 | 0,00 | 539 | 0,19 | ||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 1.312 | 20,59 | 67 | 20,00 | ||||
2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 14.265 | -31,45 | 726 | -31,38 | ||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 29.653 | -12,47 | 1.510 | -12,37 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | TD Capital Management LLC | 250.699 | 0,97 | 12.766 | 1,10 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 47.430 | -15,35 | 2.415 | -15,23 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 35.025 | -11,83 | 1.783 | -11,73 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 9.143 | 4,41 | 464 | 4,04 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 116.154 | 83,91 | 5.915 | 84,18 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 5.798 | -13,03 | 295 | -12,98 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 63.050 | 2,34 | 3.211 | 2,49 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 229.429 | -51,79 | 11.682 | -51,73 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 72.332 | 4,06 | 3.683 | 4,22 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 42.920 | -2,62 | 2.183 | -2,37 | ||||
2025-07-16 | 13F | ORG Partners LLC | 7.784 | 396 | ||||||
2025-04-15 | 13F | Noble Wealth Management PBC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Rossby Financial, LCC | 876 | 3,55 | 45 | 4,76 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 20.633 | -4,94 | 1.051 | -4,81 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 40.943 | 299,52 | 2.085 | 300,00 | ||||
2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 17.194 | 6,83 | 876 | 6,97 | ||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 130.647 | 0,39 | 6.653 | 0,53 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Kooman & Associates | 29.177 | -10,68 | 1.486 | -10,60 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 61.452 | -11,04 | 3.129 | -10,91 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 270 | 0,00 | 14 | 0,00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 457.704 | 5,80 | 23.306 | 5,95 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 3.845 | 0,00 | 196 | 0,00 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 7.588 | -20,29 | 386 | -20,25 | ||||
2025-07-22 | 13F/A | Red Mountain Financial, LLC | 35.706 | 35,98 | 1.818 | 36,18 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 68.698 | -0,67 | 3.498 | -0,51 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1.291.697 | 0,93 | 65.773 | 1,07 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 394.192 | 66,17 | 20.072 | 66,41 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 137.350 | 59,31 | 6.994 | 59,51 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 232 | 12 | ||||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 46 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 82.175 | 14,17 | 4.184 | 14,35 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 6.771 | 345 | ||||||
2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 2.174 | -18,15 | 111 | -17,91 | ||||
2025-08-14 | 13F | Pecaut & Co. | 35.342 | 1.800 | ||||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 44.790 | -15,63 | 2.281 | -15,52 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23.482 | -56,84 | 1.196 | -56,80 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 22.550 | -0,45 | 1 | 0,00 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 140.310 | 11,58 | 7.145 | 11,73 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 15.963 | -0,96 | 813 | -0,85 | ||||
2025-07-29 | 13F | Regions Financial Corp | 144.281 | -7,83 | 7.347 | -7,71 | ||||
2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-14 | 13F | McMahon Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 111.763 | -14,57 | 5.691 | -14,46 | ||||
2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 14.497 | 155,45 | 738 | 156,25 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 44.715 | -58,78 | 2.277 | -58,73 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 9.035 | 12,43 | 460 | 12,75 | ||||
2025-08-14 | 13F | Family Office Research LLC | 10.690 | 0,76 | 544 | 0,93 | ||||
2025-08-12 | 13F | LPL Financial LLC | 3.132.167 | 15,54 | 159.490 | 15,70 | ||||
2025-07-31 | 13F | Harbour Investment Management Llc | 32.240 | 10,26 | 1.642 | 10,43 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 16.371 | 4,21 | 834 | 4,39 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 37.397 | 6,98 | 1.904 | 7,15 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 73 | -10,98 | 4 | -25,00 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 61.882 | 101,56 | 3.151 | 101,86 | ||||
2025-05-08 | 13F | FOCUS Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 50.094 | 103,19 | 2.551 | 103,51 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 10.767 | -2,68 | 548 | -2,49 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 714.466 | 30,37 | 36.381 | 30,55 | ||||
2025-08-13 | 13F | D L Carlson Investment Group Inc | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 48.763 | 13,82 | 2.483 | 14,00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 213.902 | -14,36 | 10.892 | -14,24 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 7.141 | 364 | ||||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 88.203 | 16,75 | 4.491 | 16,92 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4.492 | -0,42 | 229 | 0,00 | ||||
2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 4.445 | 0,77 | 226 | 0,89 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 11.633 | -5,61 | 591 | -5,44 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 1.016.754 | -0,05 | 51.667 | -0,11 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 43.357 | -4,26 | 2.208 | -4,13 | ||||
2025-08-14 | 13F | Bramshill Investments, LLC | 38.034 | 1.937 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 37.417 | 236,21 | 1.905 | 237,17 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 101.200 | 11,58 | 5.153 | 11,73 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 5.171 | -49,13 | 263 | -49,03 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 4.528 | -19,24 | 231 | -19,30 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 437.628 | -9,05 | 22.284 | -8,92 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 103.818 | -2,07 | 5.286 | -1,93 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 84.797 | 19,87 | 4.318 | 20,02 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 15.244 | 8,71 | 776 | 8,84 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 91.277 | 43,40 | 4.651 | 43,96 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 248.447 | 1,57 | 12.651 | 1,70 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 3.259 | 66,36 | 166 | 66,67 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 7.739 | -7,42 | 394 | -7,29 | ||||
2025-08-06 | 13F | Smart Money Group LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 1.975 | 101 | ||||||
2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
2025-06-17 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Claro Advisors LLC | 13.702 | 7,47 | 698 | 7,56 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 47.283 | -15,96 | 2.408 | -15,84 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 5.800 | 9,43 | 295 | 9,67 | ||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 8.879 | 0,00 | 452 | 0,22 | ||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 32.566 | -0,41 | 1.658 | -0,24 | ||||
2025-06-23 | NP | PTEAX - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A | 99 | 0,00 | 5 | 0,00 | ||||
2025-07-15 | 13F | Bfsg, Llc | 43.280 | -1,07 | 2.204 | -0,94 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 16.989 | 59,31 | 865 | 59,59 | ||||
2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 163.246 | 47,21 | 8.301 | 47,63 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 35.867 | 519,36 | 1.826 | 521,09 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 6.950 | 0,00 | 0 | |||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 6.000 | 0,00 | 306 | 0,00 | ||||
2025-08-12 | 13F | Zacks Investment Management | 5.695 | 0,09 | 290 | 0,00 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 43.097 | 42,66 | 2.194 | 42,84 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 164.260 | 23,77 | 8.364 | 23,95 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 17.719 | -45,23 | 902 | -45,13 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 12.897 | 657 | ||||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 619.808 | 26,12 | 31.596 | 26,57 | ||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 50.108 | 2,44 | 2.552 | 2,57 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 29.328 | 35,45 | 1.493 | 35,73 | ||||
2025-08-13 | 13F | Rockport Wealth LLC | 6.913 | 352 | ||||||
2025-07-15 | 13F | McCarthy & Cox | 9.044 | 7,59 | 461 | 7,73 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 30.187 | -6,62 | 1.537 | -6,45 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 3.326.397 | 8,46 | 169.380 | 8,61 | ||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 139.051 | 32,62 | 7.080 | 32,81 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 7.071 | 47,04 | 360 | 48,15 | ||||
2025-08-04 | 13F | Assetmark, Inc | 24.876 | 459,77 | 1.267 | 462,67 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 181.152 | 4,50 | 9.224 | 4,64 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 14.997 | 166,38 | 764 | 166,78 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 156.687 | 0,06 | 7.968 | 0,34 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 32.625 | -20,25 | 1.661 | -20,14 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 248.340 | 107,42 | 12.645 | 107,70 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4.464 | 0,79 | 227 | 0,89 | ||||
2025-08-15 | 13F | Morgan Stanley | 17.589 | -2,21 | 896 | -2,08 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 161.716 | -1,38 | 8.235 | -1,25 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 5.269 | 0,76 | 268 | 1,13 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 13.291 | 113,54 | 1 | |||||
2025-08-05 | 13F | Key FInancial Inc | 2.116 | 0,00 | 108 | 0,00 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 10.400 | 2,97 | 530 | 3,52 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 37 | -96,43 | 2 | -98,08 | ||||
2025-07-18 | 13F | Cooper Financial Group | 129.514 | 75,34 | 6.595 | 75,56 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 31.351 | 90,70 | 1.596 | 91,14 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 108.104 | -65,34 | 5.497 | -65,33 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 18.294 | 54,82 | 932 | 55,17 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 424 | 0,00 | 22 | 0,00 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 397.358 | -1,90 | 20.233 | -1,77 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 21.520 | 1.096 | ||||||
2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 10.000 | 0,00 | 509 | 0,20 | ||||
2025-07-17 | 13F | Leverty Financial Group, LLC | 18.110 | -4,90 | 922 | -4,75 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 110.222 | 70,50 | 5.613 | 70,73 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 19.977 | 32,83 | 1.017 | 33,12 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 58.930 | 11,11 | 3.001 | 11,23 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 95.885 | -33,12 | 4.882 | -33,02 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 10.480 | -14,67 | 534 | -14,58 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 42.405 | 60,71 | 2.159 | 61,00 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 5.600 | 285 | ||||||
2025-05-08 | 13F | Modera Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 268.090 | 142,36 | 13.651 | 142,73 | ||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 4.659 | -21,05 | 237 | -21,00 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 212 | 0,95 | 11 | 0,00 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 504 | -3,63 | 26 | -3,85 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 25.629 | 0,18 | 1.305 | 0,38 | ||||
2025-07-25 | NP | PMOAX - Opportunistic Municipal Fund Class A | 6 | 0,00 | 0 | |||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 182.646 | 1,11 | 9.300 | 1,25 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 6.998 | -11,84 | 356 | -11,66 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 29.565 | 1.505 | ||||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 14.252 | -2,34 | 726 | -2,29 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 45.284 | 120,05 | 2.306 | 120,36 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 9.245 | 103,23 | 471 | 103,46 | ||||
2025-04-15 | 13F | Members Wealth Llc | 8.305 | 0,00 | 422 | 0,24 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 1.895 | -89,64 | 96 | -89,67 | ||||
2025-08-14 | 13F | Mariner, LLC | 922.988 | 149,30 | 46.999 | 149,64 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 541.812 | 0,62 | 27.589 | 0,76 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 254.332 | 15,44 | 12.951 | 15,60 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 69.702 | -4,34 | 3.549 | -4,21 | ||||
2025-07-18 | 13F | Forbes J M & Co Llp | 4.786 | 0,00 | 244 | 0,00 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100,00 | 0 | |||||
2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 53.689 | 16,86 | 2.734 | 16,99 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 1.065 | 0,00 | 54 | 0,00 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 48.690 | 8,40 | 2.479 | 8,59 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 633.259 | -1,05 | 32.246 | -0,91 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 58.612 | 672,53 | 2.985 | 675,06 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 530.088 | 10,90 | 26.992 | 11,05 | ||||
2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 454.766 | 22,09 | 23.157 | 22,25 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 211.534 | 42,32 | 10.771 | 42,53 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 20.822 | 31,12 | 1.060 | 31,35 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 6.395 | 326 | ||||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 51.109 | 1,57 | 2.602 | 1,72 | ||||
2025-07-11 | 13F | Weatherly Asset Management L. P. | 612.924 | 1,02 | 31.210 | 1,16 | ||||
2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 58.684 | 5,38 | 2.988 | 5,81 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 20.027 | 0,71 | 1.020 | 0,79 | ||||
2025-07-16 | 13F | Novem Group | 11.163 | 0,00 | 568 | 0,18 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 13.615 | 0,00 | 693 | 0,14 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 251.529 | -48,61 | 13 | -50,00 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 21.213 | 1,17 | 1.080 | 1,41 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 38.421 | 24,26 | 1.956 | 24,43 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 365 | 0,00 | 19 | 0,00 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 5.340 | 13,06 | 272 | 12,92 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 109.409 | 25,33 | 5.571 | 25,50 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 2.465 | -54,79 | 126 | -54,87 | ||||
2025-08-21 | NP | NEARX - Near-Term Tax Free Fund | 15.000 | -23,86 | 764 | -23,78 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 22.506 | 21,42 | 1.146 | 21,55 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 216.874 | 16,74 | 11.043 | 16,91 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 14.149 | 5,95 | 720 | 6,04 | ||||
2025-08-12 | 13F | Bokf, Na | 99.749 | -1,85 | 5.079 | -1,70 | ||||
2025-07-10 | 13F | Sunflower Bank, N.A. | 220.743 | 6,29 | 11.240 | 6,44 | ||||
2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | NorthRock Partners, LLC | 904.286 | 9,97 | 46.046 | 10,12 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 5.019 | -19,14 | 255 | -19,05 | ||||
2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 14.698 | 14,83 | 748 | 15,08 | ||||
2025-08-13 | 13F | Manning & Napier Advisors Llc | 90.731 | 4.620 | ||||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | Platform Technology Partners | 7.500 | 382 | ||||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 18.815 | -4,93 | 958 | -4,77 | ||||
2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 99.875 | -4,83 | 5.086 | -4,70 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 13.039 | 664 | ||||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 7.390 | 0,00 | 376 | 0,53 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 500 | 28,21 | 25 | 31,58 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 5.092 | 0,00 | 259 | 0,39 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 153.074 | -3,36 | 7.795 | -3,23 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.704 | 0,21 | 443 | 0,45 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 2.490 | -12,32 | 126 | -12,50 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 239.415 | 8,55 | 12.191 | 8,70 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 4.961 | 0,77 | 253 | 0,80 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 24.151 | -24,56 | 1.230 | -24,46 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 10.133 | 7,44 | 516 | 7,52 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 70.147 | 312,05 | 3.572 | 312,83 | ||||
2025-08-12 | 13F | MAI Capital Management | 34.548 | -2,32 | 1.759 | -2,17 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 18.934 | 7,46 | 964 | 7,71 | ||||
2025-07-18 | 13F | Requisite Capital Management, LLC | 9.545 | 486 | ||||||
2025-07-18 | 13F | Impact Capital Partners LLC | 14.082 | -5,60 | 717 | -5,41 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 21.107 | 10,32 | 1.075 | 10,49 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 51.171 | 137,28 | 2.606 | 137,68 | ||||
2025-07-18 | 13F | Benchmark Wealth Management, LLC | 6.800 | 346 | ||||||
2025-07-08 | 13F | Gradient Investments LLC | 96.358 | 95,68 | 4.907 | 95,93 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 5.069 | 23,03 | 258 | 23,56 | ||||
2025-07-30 | 13F | Mills Wealth Advisors LLC | 73.184 | -36,40 | 3.727 | -36,31 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 15.787 | 70,85 | 1 | |||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 9.000 | 80,00 | 458 | 80,31 | ||||
2025-07-09 | 13F | PFW Advisors LLC | 8.048 | 410 | ||||||
2025-08-04 | 13F | Hutchinson Capital Management/ca | 4.441 | 0,00 | 226 | 0,44 | ||||
2025-08-28 | NP | STMYX - Sierra Tactical Municipal Fund Class Special Shares | 59.000 | 3.004 | ||||||
2025-08-11 | 13F | One Capital Management, LLC | 30.575 | -14,94 | 1.557 | -14,83 | ||||
2025-08-14 | 13F | Strive Asset Management, LLC | 22.832 | -1,79 | 1.163 | -1,69 | ||||
2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 6.077 | -2,69 | 309 | -2,52 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 41.413 | -0,02 | 2.109 | 0,09 | ||||
2025-07-31 | 13F | SoundView Advisors Inc. | 7.327 | 0,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14 | 1 | ||||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 12.562 | -2,16 | 640 | -1,99 | ||||
2025-07-10 | 13F | Sterling Financial Group, Inc. | 67.141 | 1,31 | 3.419 | 1,42 | ||||
2025-08-14 | 13F | Jupiter Wealth Management LLC | 80.000 | 0,00 | 4.079 | 0,42 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 13.279 | -3,63 | 676 | -3,15 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 6.073 | 309 | ||||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 176.462 | 47,23 | 8.985 | 47,44 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 29.919 | 139,83 | 1.523 | 140,22 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 66.348 | -2,36 | 3.378 | -2,23 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 16.509 | 103,26 | 1 | |||||
2025-07-24 | 13F | JNBA Financial Advisors | 18.907 | 11,64 | 963 | 11,73 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 1.000 | 0,00 | 51 | 0,00 | ||||
2025-08-08 | 13F | Bailard, Inc. | 680.488 | -34,38 | 34.650 | -34,29 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 6.202 | 0,00 | 316 | 0,00 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 3.099 | -2,05 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 37.276 | 69,36 | 1.939 | 73,35 | ||||
2025-07-23 | 13F | Slow Capital, Inc. | 35.209 | 88,09 | 1.793 | 88,43 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 74.582 | -63,71 | 3.798 | -63,67 | ||||
2025-08-14 | 13F | UBS Group AG | 901.073 | 35,40 | 45.883 | 35,59 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 331.184 | 13,53 | 16.864 | 13,69 | ||||
2025-08-14 | 13F | Sargent Investment Group, LLC | 45.771 | 137,34 | 2.331 | 137,86 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 68.304 | 69,54 | 3.478 | 69,82 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.083 | 106 | ||||||
2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 48.515 | 1,95 | 2.470 | 2,11 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1.476.076 | 11,46 | 75.162 | 11,61 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 28.890 | -5,25 | 1.471 | -4,97 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 34.970 | 1,04 | 1.781 | 1,19 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 8.907 | -19,78 | 454 | -19,68 | ||||
2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 80.268 | -4,52 | 4.087 | -4,38 | ||||
2025-04-11 | 13F | Annex Advisory Services, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 6.574 | 0,00 | 335 | 0,00 | ||||
2025-04-22 | 13F | Shum Financial Group, Inc. | 9.769 | -28,84 | 497 | -28,84 | ||||
2025-07-15 | 13F | Perennial Advisors, LLC | 72.672 | -4,39 | 3.700 | -4,27 | ||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 82.705 | 98,11 | 4.211 | 98,44 | ||||
2025-07-28 | 13F | Davidson Investment Advisors | 194.877 | 15,27 | 9.923 | 15,44 | ||||
2025-07-08 | 13F | Lpwm Llc | 81.485 | 13,23 | 4.149 | 13,39 | ||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 20.301 | 0,00 | 1.034 | 0,10 | ||||
2025-08-12 | 13F | Martin Worley Group | 17.896 | 2,49 | 911 | 2,71 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 59.208 | 3.015 | ||||||
2025-08-13 | 13F | Colonial Trust Advisors | 2.401 | 0,76 | 122 | 0,83 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 27.978 | -19,06 | 1.425 | -18,95 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 173.390 | 10,77 | 8.829 | 10,93 | ||||
2025-07-14 | 13F | MY Wealth Management Inc. | 299.420 | 688,82 | 15.246 | 689,95 | ||||
2025-07-16 | 13F | Global Wealth Management, LLC | 524.373 | 1,45 | 26.685 | 1,53 | ||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 4.575 | 0,28 | 233 | 0,43 | ||||
2025-08-08 | 13F | Creative Planning | 42.214 | -11,29 | 2.150 | -11,16 | ||||
2025-07-16 | 13F/A | CX Institutional | 454 | 0,00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 5.093 | 259 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 404.826 | -5,95 | 20.614 | -5,82 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 504 | -49,85 | 26 | -50,98 | ||||
2025-08-12 | 13F | Southeast Asset Advisors Inc. | 119.039 | 6.061 | ||||||
2025-07-15 | 13F | Kwmg, Llc | 26.892 | -12,67 | 1.369 | -12,52 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Shayne & Co., Llc | 6.000 | 0,00 | 306 | 0,00 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 108.274 | 18,71 | 5.513 | 18,89 | ||||
2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 16.037 | 0,78 | 817 | 0,87 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 2.600 | 0,00 | 132 | 0,00 | ||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 11.823 | 0,00 | 602 | 0,17 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.950 | 0,00 | 99 | 1,02 | ||||
2025-08-06 | 13F | Souders Financial Advisors | 11.858 | 0,00 | 604 | 0,17 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 16.634 | 4,68 | 847 | 4,83 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 18.405 | -34,60 | 937 | -34,52 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 7.284 | 37,33 | 370 | 38,06 | ||||
2025-05-19 | 13F/A | Jane Street Group, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 9.079 | 0,00 | 462 | 0,22 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 9.483 | 5,57 | 483 | 5,70 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 182.651 | 30,24 | 9.299 | 30,46 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 8.243 | 28,48 | 420 | 28,53 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 6.525 | 0,00 | 332 | 0,30 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 47.036 | 897,37 | 2.395 | 902,09 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 485.473 | 16,10 | 25 | 14,29 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 21.916 | 14,09 | 1.116 | 14,24 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 8.501 | -54,00 | 433 | -53,99 | ||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 457.401 | 22,79 | 23.291 | 22,96 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 771 | 0,92 | 39 | 2,63 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 834 | 42 | ||||||
2025-08-13 | 13F | Lido Advisors, LLC | 330.535 | 13,85 | 16.831 | 14,00 | ||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 43.418 | 11,50 | 2.211 | 11,62 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 6.738 | -18,07 | 343 | -17,94 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Sonata Capital Group Inc | 10.147 | -0,49 | 1 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 782.821 | 158,05 | 39.791 | 157,96 | ||||
2025-07-07 | 13F | New Capital Management LP | 40.237 | -3,23 | 2.049 | -3,12 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 5.966 | -13,56 | 304 | -13,43 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 48.870 | -5,44 | 2.488 | -5,29 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 230.052 | 56,42 | 11.690 | 56,64 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 109.326 | -1,49 | 5.567 | -1,36 | ||||
2025-08-08 | 13F | Firestone Capital Management | 5.980 | -76,39 | 304 | -76,40 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 4.280 | 0,00 | 218 | 0,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 55.806 | 27,47 | 2.842 | 27,63 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 440 | 0,00 | 22 | 0,00 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 155 | 1,31 | 8 | 0,00 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 25.617 | 524,96 | 1.304 | 526,92 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 425.380 | -27,37 | 21.660 | -27,27 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 15.144 | -24,45 | 771 | -24,34 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 8.490 | 0,21 | 433 | 0,47 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 591.934 | -0,59 | 30.079 | -0,66 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 130.822 | -3,79 | 6.661 | -3,66 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 220.644 | 6,00 | 11.235 | 6,15 | ||||
2025-07-09 | 13F | Divergent Planning, LLC | 88.203 | 4.491 | ||||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 7.006 | -0,47 | 357 | -0,28 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 40.926 | 2,97 | 2.087 | 3,47 | ||||
2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 9.708 | 494 | ||||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 395.637 | 6,51 | 20.146 | 6,66 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 28.016 | 143,22 | 1.427 | 144,60 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 11.214 | 0,04 | 571 | 0,35 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 8.189 | 20,28 | 417 | 20,23 | ||||
2025-04-25 | 13F | Intelligence Driven Advisers, LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 50.546 | 191,16 | 2.574 | 191,39 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 25.545 | 1,71 | 1.301 | 1,80 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 249.001 | -43,87 | 12.679 | -43,79 |