Temel İstatistikler
| Kurumsal Sahipler | 475 total, 475 long only, 0 short only, 0 long/short - change of -4,88% MRQ |
| Ortalama Portföy Dağıtımı | 0.3742 % - change of -3,86% MRQ |
| Kurumsal Hisseler (Uzun) | 149.203.939 (ex 13D/G) - change of -6,79MM shares -9,63% MRQ |
| Kurumsal Değer (Uzun) | $ 5.522.597 USD ($1000) |
Kurumsal Mülkiyet ve Hissedarlar
iShares Trust - iShares Currency Hedged MSCI EAFE ETF (MX:HEFA) var 475 Menkul Kıymetler Borsası Komisyonuna (SEC) 13D/G veya 13F formları dolduran kurumsal sahipler ve hissedarlar. Bu kurumların toplam 149,203,939 hissesi bulunmaktadır. En büyük hissedarlar arasındakiler: Goldman Sachs Group Inc, Envestnet Asset Management Inc, Ameriprise Financial Inc, Jpmorgan Chase & Co, LPL Financial LLC, Coldstream Capital Management Inc, Quotient Wealth Partners, LLC, United Capital Financial Advisers, Llc, Dynasty Wealth Management, Llc, and Partners Capital Investment Group, Llp .
iShares Trust - iShares Currency Hedged MSCI EAFE ETF (BMV:HEFA) kurumsal mülkiyet yapısı, kurum ve fonlara göre şirketteki mevcut pozisyonların yanı sıra pozisyon büyüklüğündeki son değişiklikleri gösterir. Büyük hissedarlar bireysel yatırımcıları, yatırım fonlarını, hedge fonlarını veya kurumları içerebilir. Çizelge 13D, yatırımcının şirketin %5inden fazlasını elinde bulundurduğunu (veya elinde önceden bulundurduğunu) ve iş stratejisinde aktif olarak bir değişiklik yapmayı planladığını (veya önceden planladığını) gösterir. Çizelge 13G, %5in üzerinde pasif yatırımı gösterir.
Fon Eğilim Skoru
Fon Eğilim Skoru (diğer adıyla Sahiplik Birikimi Skoru), fonlar tarafından en çok satın alınan hisse senetlerini bulur. En yüksek düzeyde kurumsal birikime sahip şirketleri tanımlayan karmaşık, çok faktörlü kantitatif bir modelin sonucudur. Skorlama modeli, açıklanan sahiplerdeki toplam artışın, bu sahiplerdeki portföy dağıtımındaki değişikliklerin ve diğer ölçümlerin bir kombinasyonunu kullanır. Sayı 0dan 100e kadar değişir; daha yüksek sayılar emsallerine göre daha yüksek bir birikim düzeyine işaret eder ve 50 ortalamadır.
Güncelleme Sıklığı: Günlük
En üst düzey şirketlerin listesini sağlayan Sahiplik Gezginine bakın.
AI+ Ask Fintel’s AI assistant about iShares Trust - iShares Currency Hedged MSCI EAFE ETF.
Thinking of good questions…
13F ve NPORT Başvuruları
13F başvurularına ilişkin ayrıntılar ücretsizdir. NP başvurularına ilişkin ayrıntılar premium üyelik gerektirir. Yeşil satırlar yeni pozisyonları gösterir. Kırmızı satırlar kapalı pozisyonları gösterir. Tam işlem geçmişini görmek için linkesimgesine tıklayınız.
Yükseltin
premium verilerin kilidini açmak ve Excele aktarmak için 
.
| Dosya Tarihi | Kaynak | Yatırımcı | Tür | Ortalama Fiyat (Tahmin) |
Hisseler | Δ Hisseler (%) |
Bildirilen Değer (1000$) |
Δ Değer (%) |
Bağlantı Noktası Dağıtımı (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 44.369 | 1.683 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 37 | 0,00 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 355 | -99,58 | 13 | -99,58 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1.063 | 39 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 314 | 0,00 | 12 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.394 | -15,62 | 53 | -10,34 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 18.158 | 0,00 | 689 | 4,71 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 9.102 | -98,28 | 346 | -98,20 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 546 | -10,64 | 21 | -9,09 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 10.407 | -0,07 | 395 | 4,77 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 621.017 | -47,44 | 24 | -45,24 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 21.207 | 9,13 | 805 | 14,18 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-09-26 | NP | BLUX - Bluemonte Dynamic Total Market ETF | 26 | 1 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1.418 | -94,06 | 54 | -93,88 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 199.469 | 717,73 | 7.572 | 755,48 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 728 | 0,00 | 28 | 3,85 | ||||
| 2025-10-07 | 13F | Nova Wealth Management, Inc. | 16.685 | -3,11 | 661 | 1,07 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 37 | 1 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5.883 | 0,51 | 223 | 5,19 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 57.062 | -76,10 | 2.168 | -16,84 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | North Capital, Inc. | 32 | 3,23 | 1 | 0,00 | ||||
| 2025-05-15 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 57 | 0,00 | 2 | 100,00 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Lantz Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17.339 | -11,27 | 658 | -7,19 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 13.351 | -13,23 | 507 | -9,32 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 24.609 | -75,31 | 934 | -74,17 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 8.252 | -39,58 | 313 | -36,77 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 7.893 | 2,39 | 300 | 7,17 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 98.483 | 10,60 | 3.738 | 15,69 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 427.420 | -2,33 | 16.225 | 2,17 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1.475.972 | -39,46 | 56 | -36,36 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 82.482 | 21,25 | 3.131 | 26,86 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 353 | -68,65 | 13 | -67,50 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 25.099 | -7,04 | 953 | -2,76 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13.114 | 498 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5.081 | 4.134,17 | 193 | 4.700,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7.941 | 270 | ||||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 425 | 0,00 | 16 | 6,67 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 124.625 | 1,65 | 4.731 | 6,32 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 135.870 | -0,44 | 5.158 | 4,14 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 11.970 | 0,00 | 454 | 4,61 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 111.784 | -3,91 | 4.243 | 0,52 | ||||
| 2025-10-14 | 13F | LongView Wealth Management | 5.098 | 202 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 97.422 | 42,82 | 3.698 | 49,41 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 106.331 | -29,93 | 4.036 | -26,70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 39.301 | -46,56 | 1.487 | -44,32 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 43.510 | -1,17 | 1.652 | 3,38 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7.432 | 7,03 | 282 | 12,35 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 96.142 | 5,67 | 3.650 | 10,54 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 12.640 | 0,00 | 480 | 4,59 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 335.521 | 3,47 | 12.736 | 8,23 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 10.335 | 0,00 | 392 | 4,53 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 221.976 | -34,52 | 8.426 | -31,51 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 92.368 | 15,90 | 4 | 50,00 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 428.678 | 3,00 | 16.273 | 7,75 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1.240 | 0,00 | 45 | 4,65 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1.453.341 | -41,63 | 55.169 | -38,94 | ||||
| 2025-08-07 | 13F | PFG Advisors | 49.697 | -49,28 | 1.887 | -46,96 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 259 | 10 | ||||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 802.912 | -0,02 | 30.479 | 4,58 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 405.923 | -0,30 | 15.409 | 4,28 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 84.796 | 485,08 | 3.077 | 511,73 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 48.321 | -17,82 | 1.834 | -14,02 | ||||
| 2025-05-13 | 13F | White Pine Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 40 | -99,84 | 2 | -99,88 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 19.288 | 37,03 | 732 | 43,53 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9.152 | -79,46 | 343 | -77,61 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 6.146 | -10,77 | 233 | -6,43 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 269.400 | 4,38 | 10.226 | 9,18 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 116.593 | -0,53 | 4.426 | 4,04 | ||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender Fund Class A Shares | 14.000 | 0,00 | 531 | 4,53 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 64.990 | -62,98 | 2.467 | -61,27 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7.778 | 295 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 22.056 | 0,00 | 837 | 4,63 | ||||
| 2025-08-07 | 13F | Nwam Llc | 8.894 | -48,11 | 339 | -45,50 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 12.362 | -74,91 | 469 | -73,75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18.787 | 15,55 | 714 | 20,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30.168 | 1.145 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 404.319 | 5,52 | 15.348 | 10,37 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 21.983 | 16,32 | 834 | 21,75 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 110.787 | 1.320,89 | 4 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 13.168 | 500 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 140.398 | -53,05 | 5.321 | -50,97 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4.822 | -88,52 | 183 | -87,98 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-10 | 13F | Focus Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 36.683 | -32,87 | 1.392 | -29,80 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 115 | -56,11 | 4 | -55,56 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 3 | 0 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 26.891 | -24,16 | 1.021 | -20,68 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 59 | 2 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 84.104 | -63,57 | 3.193 | -61,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 49.518 | 136,17 | 1.880 | 147,24 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 5.872 | -89,35 | 223 | -88,91 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 11.161 | -32,31 | 424 | -29,26 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 406.470 | -1,52 | 15.430 | 3,01 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1.046.201 | -38,61 | 39.714 | -35,79 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 98.729 | -74,86 | 3.748 | -73,71 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-09-26 | 13F/A | CI Private Wealth, LLC | 28.615 | 3,43 | 1.086 | 8,17 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.113 | -80,38 | 42 | -79,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5.411.518 | -32,08 | 205.421 | -28,96 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 38.154 | -95,48 | 1 | -96,67 | ||||
| 2025-10-09 | 13F | Affinity Capital Advisors, LLC | 8.895 | 0,01 | 356 | 5,64 | ||||
| 2025-10-10 | 13F | Sound Income Strategies, LLC | 409 | 167,32 | 17 | 220,00 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 17.606 | -24,47 | 668 | -20,95 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 239.831 | -12,88 | 9.104 | -8,88 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 2.673 | 341,82 | 84 | 300,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2.052.153 | -17,20 | 77.900 | -13,39 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 84.876 | -5,36 | 3.222 | -1,01 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 9.604 | -92,36 | 365 | -92,02 | ||||
| 2025-10-09 | 13F | Dynamic Advisor Solutions LLC | 37.215 | 0,00 | 1.474 | 4,39 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 138.493 | -1,87 | 5.257 | 2,66 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 150.652 | -4,32 | 5.719 | 0,09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 92.103 | -49,43 | 3.496 | -47,10 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7.433 | 0 | ||||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 6.970 | -1,18 | 265 | 3,53 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.647 | -92,17 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4.010 | 25,74 | 152 | 32,17 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.890.221 | -15,57 | 71.753 | -11,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.408.652 | -2,61 | 53.472 | 1,87 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13.710 | 55,11 | 520 | 62,50 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99.074 | -10,81 | 3.761 | -6,70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 172.327 | 1,99 | 6.542 | 11,41 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 27 | 271,43 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15.163 | -8,09 | 576 | -3,85 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 77.035 | -88,05 | 2.924 | -87,50 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 68.951 | -19,57 | 2.569 | -13,03 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 63.499 | -14,53 | 2.410 | -10,61 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8.614 | 0 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 31 | -82,58 | 1 | -83,33 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 8 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 17.969 | -91,26 | 682 | -90,86 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 816 | -79,04 | 31 | -78,72 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6.359 | 0,00 | 241 | 4,78 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 8.258 | -8,04 | 313 | -3,69 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 208.871 | 8 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3.964 | 233,95 | 151 | 251,16 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 138.720 | 20,23 | 5.266 | 25,75 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 2.641 | -97,84 | 100 | -97,74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 100.295 | -29,04 | 3.807 | -25,78 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 14 | -99,19 | 1 | -100,00 | ||||
| 2025-09-26 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 195.178 | 14,42 | 7.385 | 19,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7 | 0 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-14 | 13F | Evanson Asset Management, LLC | 8.371 | 1,70 | 332 | 6,09 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 13.705 | -86,19 | 520 | -85,56 | ||||
| 2025-08-14 | 13F | Nepc Llc | 200.854 | -0,06 | 7.624 | 4,54 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 33 | -99,62 | 1 | -99,68 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 848 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.713 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 333.250 | -2,43 | 12.650 | 2,06 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 30.921 | -0,90 | 1.174 | 3,62 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 59.877 | -2,31 | 2.273 | 2,16 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 61.059 | 74,92 | 2.318 | 83,02 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 56.829 | 2.157 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4.586 | -90,70 | 174 | -90,27 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 10.011 | 380 | ||||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 198.493 | -0,99 | 7.535 | 3,56 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 202.754 | 23,80 | 7.697 | 29,50 | ||||
| 2025-10-06 | 13F | Grove Bank & Trust | 47.500 | 0,00 | 1.881 | 4,33 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 46.176 | 245,53 | 1.753 | 261,98 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 73.503 | -30,13 | 2.911 | -27,10 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 12.572 | 0,00 | 477 | 4,61 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 27.925 | -4,20 | 1.060 | 0,28 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7.088.380 | -65,95 | 269.075 | -64,39 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23.146 | -75,34 | 879 | -74,22 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 5.300 | 201 | ||||||
| 2025-10-06 | 13F | Act Wealth Management, Llc | 521.948 | 7,08 | 20.674 | 11,74 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 12.767 | -12,86 | 485 | -8,85 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 577 | -22,45 | 22 | -22,22 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 8.898 | 338 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 9.459 | -17,45 | 359 | -13,49 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9.674 | -17,37 | 367 | -13,44 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 74.218 | 0,00 | 2.817 | 4,60 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 467.357 | -22,72 | 17.741 | -19,17 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 5.358 | -29,11 | 203 | -25,91 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11.444 | -0,30 | 434 | 4,33 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 15.842 | 0,00 | 601 | 4,70 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 433.765 | -10,15 | 16.466 | -6,02 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 135.862 | 5.132 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1.917 | -45,49 | 73 | -43,31 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2.182.429 | 11,80 | 82.845 | 16,95 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 5.979 | -97,56 | 227 | 3.666,67 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 46.486 | 5,03 | 1.765 | 9,84 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 922 | -5,53 | 35 | 0,00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 773 | 4,04 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 3.637.880 | -6,32 | 138.094 | -2,01 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 34.453 | -16,58 | 1.308 | -12,75 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 458 | 0,00 | 17 | 6,25 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1.589 | 7.845,00 | 60 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 17 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21.535 | 817 | ||||||
| 2025-10-09 | 13F | Cypress Financial Planning Llc | 9.029 | 0,29 | 358 | 4,69 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 13.502 | 1,27 | 466 | 0,65 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 54.132 | -28,29 | 2.055 | -25,01 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 22.886 | -21,50 | 869 | -17,96 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 12.870 | 1,36 | 489 | 6,09 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.568 | -7,10 | 173 | -2,81 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 42.524 | -68,38 | 1.607 | -67,14 | ||||
| 2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 48.041.476 | -6,41 | 1.823.654 | -2,10 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 9.268 | 0,00 | 336 | 4,35 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 5.690 | 0,00 | 216 | 4,37 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 518.397 | 5,16 | 19.678 | 10,01 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6.106 | 232 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 11.300 | 0,00 | 429 | 4,39 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 7.034 | -0,90 | 267 | 3,89 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 20.808 | 6,12 | 790 | 10,97 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 804.540 | 11,20 | 30.540 | 16,31 | ||||
| 2025-10-09 | 13F | Bay Harbor Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 120.979 | 2,17 | 4.592 | 6,89 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 37.738 | 0,00 | 1.433 | 4,60 | ||||
| 2025-10-10 | 13F | Delta Wealth Advisors LLC | 121.415 | -0,18 | 4.609 | 4,40 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 463.020 | 13,56 | 17.576 | 18,79 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 37.242 | -1,05 | 1.414 | 3,52 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 16.274 | -67,61 | 618 | -66,15 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 140.738 | 8,47 | 5.394 | 16,10 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7.278 | 0,00 | 280 | 5,26 | ||||
| 2025-10-08 | 13F | VisionPoint Advisory Group, LLC | 13.524 | -1,11 | 536 | 3,08 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 7.665 | -32,23 | 291 | -29,27 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 15.956 | -1,48 | 1 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 108.326 | -4,97 | 4.112 | -0,58 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 253 | -86,01 | 10 | -86,15 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 40.075 | 4,47 | 1.521 | 9,27 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 27.727 | -91,00 | 1.053 | -90,59 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 936.302 | -68,22 | 35.542 | -66,76 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 64.187 | -19,08 | 2.437 | -15,36 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 325.525 | 5,29 | 12.357 | 10,13 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.806.553 | -30,46 | 68.577 | -27,26 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 321.413 | 0,10 | 12.201 | 4,70 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 9.815 | -70,64 | 373 | -69,33 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 789.163 | -24,26 | 29.957 | -20,78 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 15.106 | -78,57 | 573 | -77,60 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 101 | 4 | ||||||
| 2025-10-02 | 13F | Central Pacific Bank - Trust Division | 10.595 | 0,00 | 420 | 4,23 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 9.882 | -75,78 | 375 | -75,54 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 21.775 | -50,18 | 827 | -47,92 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11.736 | -24,06 | 446 | -20,54 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5.009 | -65,37 | 190 | -63,74 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 109.865 | -1,98 | 4.170 | 2,53 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 13.107 | 0,00 | 498 | 3,54 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9.328 | 0,00 | 354 | 4,73 | ||||
| 2025-10-08 | 13F | Chesley Taft & Associates LLC | 8.214 | 0,00 | 325 | 4,50 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 29.926 | 396,04 | 1.136 | 420,64 | ||||
| 2025-06-03 | 13F | Invst, LLC | 52.763 | 1.915 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 75.231 | -50,98 | 2.856 | -48,73 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 219.692 | -76,73 | 8.340 | -75,66 | ||||
| 2025-10-08 | 13F | Retirement Wealth Solutions LLC | 4.218 | -48,96 | 167 | -46,65 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 2 | 0 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 13.168 | -39,58 | 500 | -36,84 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 39.053 | -0,52 | 1.482 | 4,07 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 8.570 | -25,65 | 325 | -22,25 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9.015 | -0,55 | 342 | 4,27 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 10.430 | 38,24 | 396 | 44,69 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 29.013 | -4,31 | 1.101 | 0,09 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 63.086 | 75,62 | 2.395 | 83,73 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 18.756 | 21,08 | 712 | 26,51 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 134.641 | 0,00 | 5.085 | 1,68 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 176 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 24.894 | -0,41 | 945 | 4,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 20.577 | -68,83 | 781 | -67,39 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 86.664 | 3.101,48 | 3.145 | 3.245,74 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 458 | 1.808,33 | 17 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 182.424 | 3,43 | 6.925 | 8,19 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1.500 | 0,00 | 54 | 3,85 | ||||
| 2025-10-09 | 13F | IVC Wealth Advisors LLC | 104.001 | 1,36 | 4.119 | 5,78 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8.271 | 0,00 | 314 | 4,33 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 97.678 | -0,76 | 3.708 | 3,78 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 20.013 | -23,79 | 1 | |||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 17.920 | 674 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 75.000 | 0,00 | 2.847 | 4,63 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26.330 | 4,31 | 1.000 | 9,06 | ||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3.936.941 | -12,58 | 149.446 | -8,56 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 25.107 | 953 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 132.500 | -91,57 | 5.030 | -91,18 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 38.059 | 4,41 | 1.445 | 9,23 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 141 | 5 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 39.813 | -0,77 | 1.511 | 3,85 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 435 | 0,00 | 17 | 6,67 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 158.616 | -7,53 | 6.021 | -3,28 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 45.867 | 270,34 | 1.741 | 287,75 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32.229 | 5,83 | 1.223 | 10,68 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.003.175 | -16,36 | 38.081 | -12,51 | ||||
| 2025-07-23 | 13F | KPP Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7.165 | -58,59 | 272 | -56,78 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 15.025 | 1,45 | 570 | 6,15 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 112.698 | 0,00 | 4.278 | 4,62 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 9.084 | 22,59 | 345 | 28,36 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 6.145 | -90,90 | 233 | -90,49 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 9.019 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 895 | -39,12 | 34 | -37,74 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 57 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 47.948 | 3,12 | 1.820 | 7,88 | ||||
| 2025-10-07 | 13F | Family Legacy Financial Solutions, LLC | 412 | 16 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 15.025 | 0,00 | 570 | 4,59 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 177 | -90,37 | 7 | -90,91 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 862.260 | 50,67 | 32.732 | 57,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 201.113 | 7.634 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.379.161 | 8,87 | 90.313 | 13,88 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 18.359 | -98,95 | 697 | -98,90 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 18.041 | -77,82 | 685 | -76,82 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 89.011 | -21,38 | 3.239 | -21,15 | ||||
| 2025-10-02 | 13F | Capital Asset Advisory Services LLC | 101.747 | 4,22 | 4.030 | 9,13 | ||||
| 2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 12.848 | 0,00 | 466 | 0,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12.138 | 6,78 | 461 | 16,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.343.251 | 105,09 | 50.990 | 114,46 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 30.641 | 0,39 | 1.163 | 5,06 | ||||
| 2025-10-10 | 13F | Sharkey, Howes & Javer | 5.722 | -17,53 | 227 | -14,07 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 204.256 | 4,63 | 7.754 | 9,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.133.167 | -22,74 | 118.935 | -19,18 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 122 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3.306 | 125 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 360.693 | -23,57 | 13.692 | -20,06 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 5.963 | -49,71 | 226 | -47,44 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1.985 | 2.291,57 | 72 | 3.500,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 653 | -18,07 | 25 | -14,29 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2.779 | -7,27 | 105 | -2,78 | ||||
| 2025-10-10 | 13F | Signal Advisors Wealth, LLC | 5.724 | 227 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 17.813 | -69,63 | 676 | -68,23 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 83 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 7.846 | -81,24 | 298 | -80,42 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4.053 | 81,67 | 154 | 91,25 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-14 | 13F | Exchange Traded Concepts, Llc | 39 | -96,64 | 2 | -97,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 326.411 | -84,61 | 12 | -84,21 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1.885 | 0,00 | 72 | 4,41 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 143 | 0,00 | 5 | 0,00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 5.904 | -0,49 | 224 | 4,19 | ||||
| 2025-10-08 | 13F | Firethorn Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5.450 | -17,49 | 207 | -13,81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 67.362 | 5,65 | 2.557 | 10,55 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6.618.320 | 14,70 | 251.244 | 19,99 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1.037 | -98,33 | 39 | -98,27 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 71.565 | 0,00 | 2.717 | 4,58 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 22.758 | -72,93 | 864 | -71,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33.105 | -18,00 | 1.257 | -14,21 | ||||
| 2025-08-12 | 13F | Bokf, Na | 417.307 | -0,58 | 15.841 | 4,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 13.941 | 529 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 9.501 | 361 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 70 | -94,50 | 3 | -95,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 468.485 | -39,83 | 18 | -39,29 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 38.462 | 2,64 | 1.460 | 7,43 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 34.904 | 0,59 | 1.324 | 5,16 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 270.423 | -26,97 | 10.265 | -23,76 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 9.926 | -70,13 | 377 | -68,80 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Keystone Financial Services | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 45.790 | 15,70 | 1.738 | 21,03 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 281.103 | -12,01 | 10.671 | -7,96 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4.177 | -12,89 | 159 | -9,20 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 6.700 | -2,90 | 254 | 1,60 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 6.708 | -2,30 | 255 | 2,01 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 270.886 | 0,00 | 10.283 | 4,60 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 41.815 | 6,32 | 1.587 | 11,21 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 893.761 | -14,58 | 33.927 | -10,65 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Hemington Wealth Management | 500 | 0 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 25.119 | 954 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 37 | -70,16 | 1 | -75,00 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 8.103 | 0,00 | 308 | 4,42 | ||||
| 2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 138.795 | -64,55 | 5.269 | -62,92 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22.360 | -52,47 | 848 | -50,53 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3.950 | 875,31 | 150 | 964,29 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 19.424 | 5,51 | 737 | 10,33 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 306.474 | -5,63 | 11.576 | 3,64 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 92 | 0 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 396.139 | 15 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 6.155 | -0,89 | 234 | 3,56 | ||||
| 2025-04-15 | 13F | Collier Financial | 689 | -7,02 | 25 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 41.876 | 2,67 | 1.590 | 7,36 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1.860 | 0,00 | 71 | 4,48 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 15.630 | -19,66 | 593 | -16,01 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 11.187 | -86,82 | 425 | -86,23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5.856 | 1,10 | 222 | 5,71 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 256.590 | -1,36 | 9.740 | 3,18 | ||||
| 2025-10-10 | 13F | Fifth Third Securities, Inc. | 16.380 | 21,93 | 649 | 27,31 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.163 | -98,52 | 44 | -98,46 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5.541 | 210 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 106.623 | 5,45 | 4.026 | 12,90 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 26.879 | 0,11 | 1.065 | 4,42 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 38.918 | 2,33 | 1.477 | 7,03 | ||||
| 2025-10-09 | 13F | Redhawk Wealth Advisors, Inc. | 7.884 | 312 | ||||||
| 2025-10-03 | 13F | Aaron Wealth Advisors LLC | 67.561 | -7,47 | 2.676 | -3,43 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 203.112 | 11,06 | 7.710 | 16,17 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 9.523 | -8,19 | 361 | -3,99 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.307 | -66,07 | 88 | -64,63 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 57.296 | 70,87 | 2.175 | 78,78 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 12.274 | 17,31 | 466 | 22,69 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 146.381 | -13,01 | 5.557 | -9,01 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 180.246 | 98,53 | 6.842 | 107,71 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 10.366 | -26,28 | 393 | -13,63 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 5.905 | -87,73 | 224 | -87,17 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 9.458 | -8,63 | 359 | -4,27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 180.658 | -2,77 | 6.858 | 1,71 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 39.263 | 39,78 | 1.490 | 46,22 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26.634 | -70,99 | 1.011 | -69,66 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 11.582 | 0,00 | 440 | 4,52 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 192 | 0,00 | 7 | 16,67 | ||||
| 2025-10-08 | 13F | Trinity Wealth Management, LLC | 29.168 | 2,48 | 1.155 | 6,94 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 14.580 | 0,00 | 553 | 4,54 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 112.800 | -0,75 | 4.282 | 3,81 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 854 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16.183 | 10,55 | 614 | 15,63 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 15.230 | 0,00 | 578 | 4,53 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24.389 | -71,24 | 926 | -69,94 | ||||
| 2025-10-08 | 13F | KWB Wealth | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3.227 | -39,70 | 122 | -37,11 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3.937 | 0,00 | 149 | 18,25 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 20.109 | -14,25 | 763 | -10,34 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 446 | 17 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 1.201 | 0,00 | 46 | 4,65 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 152.192 | 5.777 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 34.319 | 4,62 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 25.448 | -79,82 | 966 | -78,89 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | U.S. Capital Wealth Advisors, LLC | 5.143 | 204 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6.179 | 235 | ||||||
| 2025-09-10 | 13F | WT Wealth Management | 121.913 | -1,90 | 4.628 | 2,59 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 17.525 | -3,78 | 665 | 0,76 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3.677 | 140 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 718 | -96,60 | 27 | -96,47 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 7.452 | 0,00 | 283 | 4,44 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 5.889 | 214 | ||||||
| 2025-07-07 | 13F | Verde Capital Management | 659.822 | 8,66 | 25.047 | 13,66 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 32 | 0,00 | 1 | 0,00 | ||||
| 2025-07-23 | NP | DBEF - Xtrackers MSCI EAFE Hedged Equity ETF | 75.000 | 0,00 | 2.833 | 1,65 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 457.873 | 7,05 | 17.381 | 11,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 136.360 | -7,10 | 5.116 | -3,94 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 53.423 | -12,29 | 2.028 | -8,28 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 8.224 | -76,76 | 312 | -75,70 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 9.268 | 352 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6.275.245 | -28,23 | 238.208 | -24,93 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 954 | -77,45 | 36 | -76,47 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 9.131 | 0,00 | 347 | 4,53 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16.700 | -92,91 | 634 | -92,59 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5.942 | -87,86 | 226 | -87,33 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1.184 | 0,00 | 45 | 4,76 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5.394.865 | 0,93 | 204.789 | 5,57 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 441.172 | 2,00 | 16.747 | 6,70 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9.787 | 0,00 | 372 | 4,51 | ||||
| 2025-07-08 | 13F | D. Scott Neal, Inc. | 30.828 | 0,38 | 1.170 | 5,03 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 27.816 | 0,00 | 1.056 | 4,56 | ||||
| 2025-10-10 | 13F | Brown, Lisle/cummings, Inc. | 330 | 0,00 | 13 | 8,33 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 24.111 | -2,97 | 915 | 1,55 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 6.287 | -6,51 | 236 | -4,86 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 3.190.737 | -47,60 | 121.120 | -45,19 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 36.496 | 60,35 | 1.385 | 75,32 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.559 | 0,00 | 59 | 5,36 | ||||
| 2025-10-07 | 13F | Team Financial Group, LLC | 277 | 1,47 | 11 | 0,00 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 1.417 | 54 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 5.940 | -97,60 | 225 | -97,50 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 78.048 | 3 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 41.396 | -77,50 | 1.571 | -76,46 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 15.090 | 107,11 | 573 | 116,67 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8.059 | -0,28 | 306 | 4,10 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 7.607 | -34,94 | 289 | -32,08 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 272.952 | -67,91 | 10.361 | -66,44 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 114 | 0,00 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 230.338 | -8,58 | 8.744 | -4,37 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-09-26 | NP | BINT - Bluemonte Global Equity ETF | 11 | 0 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4.750 | -13,92 | 180 | -10,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 25.311 | 11,22 | 961 | 16,36 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 196 | 0,00 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 10.370 | -89,29 | 394 | -88,82 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 330 | 10,00 | 13 | 20,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 24.019 | -76,09 | 912 | -75,01 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3.099 | 0,00 | 118 | 4,46 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 34.045 | -11,28 | 1.292 | -7,18 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-10 | 13F | Quotient Wealth Partners, LLC | 4.045.438 | 4,92 | 160.240 | 9,48 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10.101 | 0,00 | 383 | 4,64 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 28.703 | 0,00 | 1.090 | 4,61 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 9.953 | 4,77 | 378 | 9,59 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 1.166.527 | -1,31 | 44.281 | 3,23 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 119.019 | 4,41 | 4.518 | 9,21 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 704.701 | -17,80 | 26.751 | -14,01 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 646.751 | -3,84 | 24.551 | 0,58 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 74.808 | 17,21 | 2.840 | 22,58 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 24.812 | 0,00 | 942 | 4,56 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 178 | 0,00 | 7 | 0,00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 286 | 0,00 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 141.189 | -76,71 | 5.360 | -75,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 155.282 | 34,99 | 5.921 | 40,75 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8.145 | -54,13 | 309 | -52,02 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 116.282 | 1,49 | 4.414 | 6,16 | ||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 75.763 | -59,30 | 2.876 | -57,44 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 125.657 | -0,97 | 4.770 | 3,58 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6.747 | -1,24 | 256 | 3,64 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 10.379 | -15,11 | 394 | -11,29 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 4.767 | 0,00 | 181 | 4,65 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.240 | 47 | ||||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 40.074 | -29,51 | 1.521 | -26,27 |
Other Listings
| US:HEFA | $40,20 |
