Temel İstatistikler
| Kurumsal Sahipler | 801 total, 796 long only, 0 short only, 5 long/short - change of 0,20% MRQ |
| Ortalama Portföy Dağıtımı | 1.3224 % - change of 6,29% MRQ |
| Kurumsal Hisseler (Uzun) | 109.590.933 (ex 13D/G) - change of -0,86MM shares -1,31% MRQ |
| Kurumsal Değer (Uzun) | $ 12.603.486 USD ($1000) |
Kurumsal Mülkiyet ve Hissedarlar
iShares Trust - iShares 3-7 Year Treasury Bond ETF (MX:IEI) var 801 Menkul Kıymetler Borsası Komisyonuna (SEC) 13D/G veya 13F formları dolduran kurumsal sahipler ve hissedarlar. Bu kurumların toplam 109,590,933 hissesi bulunmaktadır. En büyük hissedarlar arasındakiler: Jpmorgan Chase & Co, Bank Of America Corp /de/, Invesco Ltd., Financial Engines Advisors L.L.C., Captrust Financial Advisors, Envestnet Asset Management Inc, Morgan Stanley, Ameriprise Financial Inc, Assetmark, Inc, and Wit, Llc .
iShares Trust - iShares 3-7 Year Treasury Bond ETF (BMV:IEI) 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 3-7 Year Treasury Bond 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 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 950 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Dosya Tarihi | Kaynak | Yatırımcı | Tür | Ortalama Fiyat (Tahmin) |
Hisseler | Δ Hisseler (%) |
Bildirilen Değer (1000$) |
Δ Değer (%) |
Bağlantı Noktası Dağıtımı (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 83.551 | -3,14 | 9.950 | -2,36 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 32 | -11,11 | 4 | -25,00 | ||||
| 2025-10-08 | 13F | Fiduciary Alliance LLC | 6.318 | 5,55 | 755 | 6,04 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 7.482 | -2,22 | 891 | -1,33 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 21.142 | -81,77 | 2.518 | -81,63 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 257.518 | 10,58 | 30.602 | 10,98 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 4.767 | -0,60 | 568 | 0,18 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 120.720 | 69,62 | 14.261 | 73,43 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 2.262 | 0,89 | 269 | 1,89 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 2.522 | 0,00 | 300 | 1,01 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.295.655 | -6,33 | 154.300 | -5,57 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 1.760 | 0,00 | 210 | 0,97 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 4.331 | 20,34 | 516 | 21,18 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 6.181 | 277,12 | 736 | 281,35 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8.470 | 0,00 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 7.923 | 7,36 | 942 | 8,28 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 40 | 5 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2.469 | -0,72 | 294 | 0,00 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 48.982 | 1,05 | 5.833 | 1,87 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8.050 | 949 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1.045.001 | -1,60 | 124.449 | -0,80 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 175 | 0,00 | 21 | 0,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 70.908 | 0,00 | 8.377 | 2,23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 233.650 | 1,47 | 27.825 | 2,29 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 55.351 | 1,43 | 6.592 | 2,25 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4.500 | 0,00 | 536 | 0,75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 154.177 | -9,19 | 18.361 | -8,45 | ||||
| 2025-08-12 | 13F | Camden National Bank | 47.411 | 6,52 | 5.646 | 7,38 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 283 | 34 | ||||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 2.015 | 240 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 191.208 | 1,22 | 22.771 | 2,04 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 2.995 | 0,00 | 357 | 0,85 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 4.729 | 28,30 | 563 | 29,43 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 53.644 | -6,09 | 6.388 | -5,32 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 147.148 | 38,75 | 17.524 | 39,87 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 360 | 0,00 | 43 | 0,00 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 12.358 | 0,13 | 1.472 | 0,89 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 31.655 | -21,38 | 3.770 | -20,75 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 49.154 | 116,39 | 5.854 | 118,15 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 4.397 | 15,89 | 524 | 16,74 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2.233 | 56,92 | 266 | 57,74 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 18.127 | -35,03 | 2.159 | -34,51 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 293.400 | 34.941 | ||||||
| 2025-10-02 | 13F/A | Potomac Fund Management Inc /adv | 2.908 | -7,18 | 343 | -7,32 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 73.321 | 70,32 | 8.710 | 69,87 | ||||
| 2025-10-10 | 13F | Fairvoy Private Wealth, LLC | 6.144 | -1,54 | 734 | -1,21 | ||||
| 2025-09-25 | 13F | CacheTech Inc. | 2.399 | -7,62 | 286 | -6,86 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 229.600 | -49,36 | 27 | -49,06 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 16.185 | -0,89 | 1.927 | -0,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 240.942 | -8,02 | 28.450 | -8,06 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 14.697 | -10,27 | 1.750 | -9,51 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 37.745 | -20,64 | 4.495 | -19,99 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 28 | -69,57 | 0 | |||||
| 2025-09-26 | NP | BDBT - Bluemonte Core Bond ETF | 44 | 5 | ||||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 26.990 | -10,66 | 3.183 | -9,19 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 8.100 | 965 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 46.761 | -0,05 | 5.569 | 0,76 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 551.610 | -1,37 | 65.691 | -0,57 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 4.770 | -3,77 | 568 | -2,91 | ||||
| 2025-10-08 | 13F | Armstrong Advisory Group, Inc | 957.560 | 1,63 | 114.438 | 1,99 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 126.781 | 24,97 | 15.098 | 25,98 | ||||
| 2025-08-14 | 13F | Obsido Oy | 4.343 | -1,56 | 517 | -0,77 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-06 | 13F | City Center Advisors, LLC | 2.015 | 14,36 | 241 | 14,83 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.570.032 | -13,34 | 187 | -13,08 | ||||
| 2025-10-06 | 13F | Martin Capital Partners, LLC | 9.930 | -7,97 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4.366 | 4,13 | 520 | 4,85 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1.714 | 0,12 | 204 | 0,99 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 2.837 | -45,74 | 338 | -45,38 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 3.802 | 453 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 38.680 | 156,21 | 4.606 | 158,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.874.374 | -1,01 | 223.219 | -0,21 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 8.444 | -11,92 | 1.006 | -11,22 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2.131 | -14,38 | 254 | -13,95 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 6.964 | -38,32 | 829 | -37,81 | ||||
| 2025-10-01 | 13F | First Financial Bank - Trust Division | 79.538 | 2,53 | 9.506 | 2,89 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 336.881 | 1,31 | 40.119 | 2,13 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 58.400 | -40,89 | 6.955 | -40,42 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 77.600 | 150,32 | 9.241 | 152,35 | |||
| 2025-10-09 | 13F | Pacifica Partners Inc. | 200 | 0,00 | 24 | 0,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-10-03 | 13F | HCR Wealth Advisors | 12.414 | 20,36 | 1.484 | 20,77 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.262 | 0,32 | 0 | |||||
| 2025-10-07 | 13F | Union Bancaire Privee, UBP SA | 2.590 | 261,73 | 309 | 263,53 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 10.009 | 1.192 | ||||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 17.068 | -51,61 | 2.033 | -51,24 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 1.981 | -58,75 | 234 | -58,91 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 106.402 | 5,86 | 12.576 | 6,22 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 8.823 | 5,29 | 1.054 | 5,93 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 2.641 | -12,20 | 315 | -11,55 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 150.000 | 0,00 | 18 | 0,00 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 27.921 | -17,13 | 3.226 | -18,94 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 13 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 1.971 | 5,18 | 235 | 5,88 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 499 | 51,67 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 30.772 | 202,07 | 3.665 | 204,57 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 115 | 13 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 59.191 | 20,03 | 7.049 | 21,01 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 650 | 0,00 | 77 | 1,32 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 451 | 54 | ||||||
| 2025-07-29 | NP | ETFCX - North Square Tactical Growth Fund Class C | 421.400 | 85,88 | 49.805 | 86,52 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 2.154 | -16,19 | 255 | -16,17 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 63.790 | -15,73 | 7.597 | -15,05 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 4.690 | 41,69 | 559 | 42,71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 556.559 | -1,20 | 66.281 | -0,40 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13.378 | -1,61 | 1.593 | -0,81 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 49 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 51.390 | 2,98 | 6.120 | 3,83 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 286.330 | 34.099 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 11.268 | 0,04 | 1.329 | 0,30 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 44.610 | -7,89 | 5.313 | -5,06 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5.575 | 6,35 | 664 | 7,11 | ||||
| 2025-10-07 | 13F | St Germain D J Co Inc | 1.836 | 0,00 | 219 | 0,46 | ||||
| 2025-10-01 | 13F | FLP Wealth Management, LLC | 9.186 | -18,26 | 1.094 | -17,63 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 3.878 | -20,70 | 462 | -20,10 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 52.190 | 30,04 | 6.215 | 31,09 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 371 | -5,12 | 44 | -4,35 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 1.087 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 375 | 0,81 | 45 | 2,33 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 9 | -35,71 | 1 | 0,00 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 878 | -7,38 | 105 | -7,14 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2.293 | 273 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 8.377 | -7,49 | 998 | -6,74 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 3.238 | 386 | ||||||
| 2025-10-09 | 13F | Bartlett & Co. Wealth Management Llc | 988 | 0,00 | 118 | 0,85 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 82.907 | 9.873 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 3.350 | 0,00 | 399 | 0,76 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 130 | 0,00 | 15 | 0,00 | ||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp 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 | 220 | -75,56 | 26 | -74,76 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 50.720 | -1,09 | 6.040 | -0,28 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8.251 | -6,10 | 973 | -7,24 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 461.771 | -1,70 | 54.992 | -0,91 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 3.501 | 0,26 | 417 | 0,97 | ||||
| 2025-10-10 | 13F | Advance Capital Management, Inc. | 2.411 | 0,00 | 288 | 0,35 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 28 | -72,00 | 3 | -72,73 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 829 | -20,44 | 99 | -20,33 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 24.480 | 488,18 | 2.915 | 493,69 | ||||
| 2025-10-01 | 13F | American National Bank of Texas | 28.412 | 3.396 | ||||||
| 2025-10-06 | 13F | Venture Visionary Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8.260 | -7,84 | 984 | -7,09 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 14.984 | 11,19 | 1.784 | 12,06 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 8.721 | -5,08 | 1.039 | -4,33 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 2.200 | -50,00 | 262 | -49,71 | ||||
| 2025-10-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-24 | 13F | Crescent Grove Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 785.125 | 11,06 | 92.888 | 11,37 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.466 | 13,03 | 532 | 13,95 | ||||
| 2025-05-07 | 13F | Brandywine Oak Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 2.626 | 0,00 | 313 | 0,65 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 20 | -92,67 | 2 | -93,75 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 196 | 0,00 | 23 | 0,00 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 17.748 | -61,37 | 2.114 | -61,07 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2.476 | 25,69 | 295 | 26,72 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 155.725 | 153,43 | 18.545 | 155,48 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 76.573 | -5,83 | 9.119 | -5,07 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 26.368 | 4,09 | 3.140 | 4,95 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1.688 | -25,96 | 201 | -25,28 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 229 | -0,43 | 27 | 0,00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 133 | 26,67 | 16 | 25,00 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-10-07 | 13F | Stephens Group Asset Management, Llc | 4.541 | 0,00 | 543 | 0,37 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3.887 | -2,99 | 463 | -2,33 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 157.267 | 53,79 | 18.729 | 55,03 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 214.952 | -4,01 | 25.599 | -3,23 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 24.149 | -2,00 | 2.876 | -1,24 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 4.139 | -9,75 | 493 | -9,06 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4.724 | -40,70 | 563 | -40,28 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 4.292.100 | -32,91 | 511.146 | -32,37 | ||||
| 2025-10-07 | 13F | Channel Wealth Llc | 4.178 | 2,35 | 499 | 2,67 | ||||
| 2025-10-07 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas | 17.143 | 93,14 | 2.042 | 94,75 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Berkshire Bank | 173.863 | 5,04 | 20.705 | 5,90 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 99 | 0,00 | 12 | 0,00 | ||||
| 2025-08-08 | 13F | Renasant Bank | 1.752 | 0,00 | 209 | 0,97 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 41.160 | -0,62 | 4.902 | 0,18 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 22.627 | -3,73 | 2.695 | -2,95 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 165 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 7.843 | 15,44 | 934 | 16,46 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 249.390 | 428,22 | 29.700 | 432,53 | ||||
| 2025-07-29 | 13F | Bellecapital International Ltd. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 55.000 | -62,68 | 6.550 | -62,38 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 16.566 | -4,56 | 1.973 | -3,80 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 4.185 | 498 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 226 | -60,00 | 27 | -60,61 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 17.523 | 2.087 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 59.173 | -4,12 | 7.047 | -3,35 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 6.389 | -3,09 | 761 | -2,31 | ||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 13.030 | 5,24 | 1.552 | 6,09 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 2.939 | -2,07 | 350 | -1,41 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 3.247 | 387 | ||||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 215 | 0,00 | 26 | 0,00 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8.225 | -2,41 | 980 | -1,61 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 21.881 | -11,60 | 2.606 | -10,91 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22.904 | -35,98 | 2.728 | -35,47 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 9.702 | 29,45 | 1.155 | 30,51 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 3 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 40.207 | 36,97 | 4.789 | 38,10 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 12.869 | 21,45 | 1.533 | 22,46 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 1.725 | 205 | ||||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 7.602 | 7,13 | 904 | 7,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 70.576 | -2,36 | 8 | 0,00 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 2.329 | 0,00 | 277 | 0,73 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5.417 | 58,86 | 645 | 60,45 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 634 | 0,96 | 75 | 1,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 749.983 | 1,46 | 89.316 | 2,28 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 21.767 | -8,69 | 2.592 | -7,95 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 7.795 | 0,00 | 921 | 0,00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 18 | 0,00 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 14.012 | -3,84 | 1.669 | -3,08 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 19.962 | 2.377 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 4.295 | 0,00 | 511 | 0,79 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 78.405 | 13,61 | 9.337 | 14,54 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 72.905 | 5,72 | 8.682 | 6,58 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 2 | 0,00 | ||||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 3.585 | 427 | ||||||
| 2025-07-29 | 13F | Flagstone Financial Management | 2.042 | -2,06 | 243 | -1,22 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 16.192 | -7,53 | 1.928 | -6,77 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 25.949 | -7,80 | 3.090 | -7,04 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 359 | 54,08 | 43 | 55,56 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 34.200 | -0,62 | 4.073 | 0,17 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 38.423 | -4,64 | 4.576 | -3,89 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 5.925 | -2,26 | 706 | -1,54 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 114.833 | -0,01 | 13.675 | 0,80 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 34.844 | 29,59 | 4.150 | 30,64 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 75.945 | 68,42 | 9.044 | 69,81 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 89 | 0,00 | 11 | 0,00 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 60.000 | 7,46 | 7.091 | 8,44 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 14 | -36,36 | 0 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 309 | 0,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 934 | 111 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 35 | 0,00 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 138.997 | -0,29 | 16.553 | 0,52 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 2.724 | 0,00 | 324 | 0,93 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5.980 | -0,94 | 712 | -0,14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 969.491 | -6,30 | 115.456 | -5,54 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 564 | 1,81 | 67 | 3,08 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 31.927 | -0,44 | 3.802 | 0,37 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 24.963 | 37,73 | 2.973 | 38,81 | ||||
| 2025-07-16 | 13F | American National Bank | 141 | 17 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 18.611 | -49,61 | 2.216 | -49,20 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 139.058 | 55,39 | 16.560 | 56,65 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 20.950 | -8,88 | 2.495 | -8,17 | ||||
| 2025-07-28 | 13F | Dock Street Asset Management Inc | 37.653 | -10,42 | 4.484 | -9,69 | ||||
| 2025-10-06 | 13F | Heartwood Wealth Advisors LLC | 100 | 12 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2.522 | 0,00 | 299 | 0,34 | ||||
| 2025-08-12 | 13F | Prudential Plc | 78.081 | 95,30 | 9.299 | 96,87 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 50.980 | -10,12 | 6.020 | -10,30 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 5.263 | 623 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 7.234 | -0,29 | 861 | 0,47 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 156 | 0,00 | 19 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 106.692 | -14,61 | 12.706 | -13,92 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 6.801 | -0,69 | 810 | 0,12 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 3.724 | -2,05 | 444 | -1,34 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 31.142 | 57,85 | 3.709 | 59,14 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 5.200 | 73,33 | 619 | 74,86 | ||||
| 2025-08-14 | 13F | Black Maple Capital Management LP | 87.000 | 335,00 | 10.361 | 338,61 | ||||
| 2025-07-24 | 13F | Conning Inc. | 19.236 | 0,00 | 2.291 | 0,79 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 76.256 | -4,84 | 9.081 | -4,07 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 2.107 | 13,10 | 251 | 13,64 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3.650.688 | 4,05 | 434.760 | 4,89 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 2.308 | -7,46 | 275 | -6,80 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 7.832 | 6,44 | 933 | 7,25 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 4.829 | 4,32 | 575 | 5,31 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 16.215 | -13,37 | 1.931 | -12,66 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 3.835 | 61,00 | 457 | 62,28 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 5.582 | 665 | ||||||
| 2025-08-14 | 13F | Granite FO LLC | 133 | 0,00 | 16 | 0,00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 100.356 | 164,09 | 12 | 175,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 50.008 | -4,46 | 5.956 | -3,69 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3.119 | 42,94 | 371 | 44,36 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3.506 | -50,24 | 418 | -49,88 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12.693 | 7,46 | 1.512 | 8,32 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | Put | 75.000 | 9 | |||||
| 2025-10-07 | 13F | Montecito Bank & Trust | 8.627 | 0,61 | 1.031 | 1,78 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 18.288 | -0,33 | 2.178 | 0,46 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 103.331 | 16,56 | 12.319 | 17,77 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 345 | 2,99 | 41 | 5,13 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 52.988 | 3,90 | 6.310 | 4,75 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 71 | -48,55 | 8 | -50,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3.303 | -11,99 | 0 | |||||
| 2025-10-10 | 13F | ABLE Financial Group, LLC | 7.665 | 5,97 | 916 | 6,39 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | Call | 200.000 | 0,00 | 24 | 0,00 | |||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1.716 | -14,54 | 204 | -13,92 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 54.637 | 44,18 | 6.507 | 45,48 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2.193 | 23,62 | 259 | 23,92 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 12.868 | 5,66 | 1.532 | 6,54 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2.015 | 240 | ||||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 200.300 | 29,90 | 23.854 | 30,95 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 34.469 | 40,30 | 4.105 | 41,42 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 14.033 | 14,41 | 1.671 | 15,32 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.250 | 0,73 | 149 | 1,37 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 200.198 | -3,93 | 23.842 | -3,15 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 8.091 | -20,79 | 964 | -20,15 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 4.082 | 0,00 | 486 | 0,83 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 17.026 | 1,16 | 2.028 | 1,96 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 6.196 | -6,29 | 738 | -5,63 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 5.267 | 0,00 | 627 | 0,80 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Gould Capital, LLC | 106.626 | -0,11 | 12.698 | 0,70 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 5.631 | -24,20 | 665 | -24,43 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 14.520 | -2,10 | 1.729 | -1,31 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 28.196 | 31,16 | 3.358 | 32,22 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2.741.689 | 11,83 | 327.059 | 12,93 | ||||
| 2025-10-07 | 13F | Acropolis Investment Management, LLC | 38.256 | 4,41 | 4.556 | 4,40 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 12 | -98,25 | 1 | -98,73 | ||||
| 2025-10-08 | 13F | Chesley Taft & Associates LLC | 20.728 | 6,88 | 2.477 | 7,28 | ||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 15.062 | 0,88 | 1.794 | 1,70 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 32.939 | -19,10 | 3.923 | -18,46 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 10.373 | -2,30 | 1.235 | -1,52 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1.578 | 0,00 | 188 | 0,54 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 701 | 0,00 | 83 | 1,22 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 88.533 | 18,67 | 10.543 | 19,63 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 48.336 | 4,99 | 5.756 | 5,85 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 10.770 | 512,98 | 1.283 | 519,32 | ||||
| 2025-10-09 | 13F | Park Edge Advisors, LLC | 8.097 | 169,99 | 968 | 170,87 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 110.581 | -1,86 | 13.169 | -1,06 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3.113 | 371 | ||||||
| 2025-07-14 | 13F | E&G Advisors, LP | 13.437 | 0,00 | 1.600 | 0,82 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 3.114 | 7.685,00 | 371 | 9.150,00 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 46 | 84,00 | 5 | 150,00 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 63.714 | -63,56 | 7.588 | -63,26 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 51.280 | -77,89 | 6.107 | -77,72 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 3.779 | 4,71 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 11.070 | 55,85 | 1.318 | 57,09 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 4.050 | 1,25 | 484 | 1,68 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 61.090 | 10,64 | 7.275 | 11,55 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 132 | -99,65 | 16 | -99,66 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 3.074 | -6,31 | 366 | -5,43 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 17.230 | -6,31 | 2.052 | -5,57 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9.527 | -17,35 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 42.020 | -1,58 | 5.004 | -0,77 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 3.222 | 0,00 | 384 | 0,79 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 49 | 6 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1.759 | 0,17 | 209 | 0,97 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 946 | 113 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 152.419 | 29,30 | 18.152 | 30,35 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 13.214 | 1.574 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 114.888 | 13.682 | ||||||
| 2025-05-09 | 13F | W.H. Cornerstone Investments Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1.294 | -62,26 | 0 | |||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 81.579 | 1,77 | 9.715 | 2,60 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 30.500 | 3.632 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 178.606 | -24,80 | 21.270 | -24,20 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 53.443 | 1,39 | 6.365 | 2,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53.191 | -16,04 | 6.334 | -15,35 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 3.244 | 52,95 | 386 | 54,40 | ||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 97.046 | 3,34 | 11.557 | 4,18 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 35.665 | 1,29 | 4.247 | 2,12 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2.440 | 291 | ||||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | Voya Financial Advisors, Inc. | 11.246 | 30,75 | 1.344 | 31,41 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 5.309 | 0,00 | 632 | 0,80 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14.748 | 0,61 | 1.756 | 1,44 | ||||
| 2025-10-06 | 13F | Boltwood Capital Management | 95.803 | -0,37 | 11.449 | -0,02 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 317 | 0,00 | 38 | 0,00 | ||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 18.867 | 2.247 | ||||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4.858 | 0,00 | 579 | 0,87 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 3.078 | -1,35 | 367 | -0,54 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 702 | 47,17 | 84 | 48,21 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 144.347 | -0,12 | 17.190 | 0,69 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3.552 | 7,21 | 423 | 8,18 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 3.099 | 369 | ||||||
| 2025-10-08 | 13F | Tompkins Financial Corp | 79 | -49,68 | 9 | -50,00 | ||||
| 2025-10-06 | 13F | Strathmore Capital Advisors, Inc. | 8.648 | -3,68 | 1.034 | -2,64 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 13.347 | -0,66 | 1.590 | 0,13 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 3.439 | 410 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 42.385 | -59,15 | 5.048 | -58,82 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 134.092 | 15.969 | ||||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 141.072 | -0,08 | 16.800 | 0,73 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 12.534 | -49,56 | 1.493 | -49,17 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 19.574 | -6,55 | 2.331 | -5,78 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2.205 | 1,38 | 263 | 2,34 | ||||
| 2025-09-25 | 13F | Adams Wealth Management | 2.399 | -7,62 | 286 | -6,86 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 34.554 | 4.115 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7.930 | 4,19 | 944 | 5,01 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 20.710 | 0,00 | 2.466 | 0,82 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 91.172 | 56,95 | 10.858 | 58,22 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4.808 | -2,53 | 570 | -2,23 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 419.902 | -5,03 | 50.006 | -4,26 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-02 | 13F | Investors Research Corp | 1.592 | 1,14 | 190 | 1,60 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 20.486 | -0,32 | 2.440 | 0,49 | ||||
| 2025-04-17 | 13F | Mason & Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 471 | 8,28 | 56 | 9,80 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 36 | 4 | ||||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 29.050 | 3.460 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 12.146 | 17,83 | 1.447 | 18,52 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 568 | 0,00 | 68 | 0,00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 35.514 | 310,80 | 4.229 | 314,20 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 26.879 | 62,64 | 3.201 | 63,93 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 3.840 | -78,05 | 457 | -77,88 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 7.610 | 0,18 | 906 | 1,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2.170.065 | 41,42 | 258.434 | 42,56 | ||||
| 2025-04-23 | 13F | JCIC Asset Management Inc. | 1.715 | 203 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 16.894 | 26,82 | 2.012 | 27,76 | ||||
| 2025-07-09 | 13F | Emprise Bank | 8.490 | 1.011 | ||||||
| 2025-07-30 | NP | WTBN - WisdomTree Bianco Total Return Fund | 63.520 | 756,99 | 7.507 | 764,86 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5.601 | -26,66 | 667 | -26,05 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 238.207 | 4,82 | 28.368 | 5,67 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 7.316 | 4,17 | 871 | 5,07 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4.289 | 507 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11.374 | -91,02 | 1.355 | -90,95 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 15.275 | 1.819 | ||||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 188.066 | 14,76 | 22.397 | 15,68 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 295.867 | -0,29 | 35 | 0,00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Acas, Llc | 1.738 | -12,49 | 207 | -12,34 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 8.289 | -10,80 | 987 | -10,03 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 833.249 | 49,87 | 99.232 | 51,08 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 425 | 51 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 308 | -56,37 | 36 | -55,56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 41.400 | -23,19 | 4.930 | -22,57 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 41.835 | -13,52 | 4.982 | -12,81 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 3.073 | 366 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2.928 | 349 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 2.340 | 15,73 | 276 | 15,97 | ||||
| 2025-08-13 | 13F | Capula Management Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 162.700 | -38,81 | 19.376 | -38,32 | ||||
| 2025-10-10 | 13F | Cyndeo Wealth Partners, LLC | 25.619 | 5,64 | 3.062 | 5,99 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 19.386 | -14,91 | 2.309 | -14,23 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 240.418 | 1,52 | 28.631 | 2,34 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 17.412 | 2.074 | ||||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 1.015.643 | -10,79 | 120.954 | -10,06 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7.501 | -11,39 | 1 | -100,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Peoples Bank /oh | 7.069 | 0,00 | 842 | 0,72 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 7.500 | 0,00 | 893 | 0,79 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 118.277 | 4,42 | 14.086 | 5,26 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 96.176 | 1,08 | 11.454 | 1,90 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18.314 | -41,18 | 2.181 | -40,73 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1.894 | -39,39 | 225 | -39,02 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 12 | 0,00 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 22.534 | -11,25 | 2.684 | -10,54 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 11.350 | 8,15 | 1.352 | 9,04 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 100.450 | -0,10 | 11.963 | 0,71 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 4.704 | -8,29 | 560 | -7,44 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4.572 | -34,22 | 545 | -33,74 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 1.943 | 0,00 | 231 | 0,87 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 36.782 | -74,41 | 4.380 | -74,20 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 850 | -8,11 | 101 | -7,34 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 200.721 | -2,96 | 23.904 | -2,18 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 41.542 | 4.947 | ||||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 57 | 0,00 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 124.799 | 27,05 | 14.862 | 28,09 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15.755 | -23,47 | 1.876 | -22,83 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 2.068 | 5,03 | 246 | 6,03 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 42.836 | 11,39 | 5.101 | 12,28 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 4.524 | 33,22 | 539 | 34,16 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 17.163 | -3,69 | 2.044 | -2,95 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5.327 | 634 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 52.483 | 22,32 | 6.209 | 22,51 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 2.014 | 239 | ||||||
| 2025-08-05 | 13F | Israel Discount Bank of New York | 3.905 | 1,14 | 465 | 1,97 | ||||
| 2025-09-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 54.731 | -8,79 | 6.475 | -9,62 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2.710 | -11,15 | 323 | -10,56 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2.246 | 267 | ||||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 5.570 | 0,00 | 663 | 0,76 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 151 | 0,00 | 18 | 0,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28.530 | 24,12 | 3.398 | 25,12 | ||||
| 2025-05-12 | 13F | Citigroup Inc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7.702 | 13,20 | 917 | 14,20 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 146.825 | -24,97 | 17.485 | -24,36 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 95.405 | 1.793,71 | 11.362 | 1.809,41 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8.520 | 3,64 | 1.015 | 4,43 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 227.352 | 312,20 | 27.075 | 315,58 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 537 | 45,14 | 64 | 46,51 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 183.927 | 11.921,37 | 22 | |||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 1.823 | 0,00 | 215 | 2,38 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 21.073 | 691,03 | 2.510 | 699,04 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 382.772 | 0,27 | 45.584 | 1,08 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 6.600 | -48,44 | 786 | -48,08 | |||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 105.000 | 0,00 | 12.504 | 0,81 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.991 | 15,80 | 356 | 16,72 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 13.796 | -16,91 | 1.643 | -16,22 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 50 | 0,00 | 6 | 0,00 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 5.018 | -12,04 | 598 | -11,29 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6.469 | -8,73 | 770 | -7,89 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 645.780 | 18,44 | 76.906 | 19,40 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 46.066 | 30,73 | 5.486 | 31,81 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 12.325 | 6,44 | 1.468 | 7,32 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 61.237 | 4,17 | 7.293 | 5,01 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 94.951 | -31,24 | 11.305 | -30,70 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10.141 | -37,29 | 1.208 | -36,81 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 31.285 | 3.726 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 142 | 0,00 | 17 | 0,00 | ||||
| 2025-07-17 | 13F | School Employees Retirement Board Of Ohio | 420.470 | 50.074 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 1.696 | -26,13 | 202 | -25,83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1.644 | -6,64 | 0 | |||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 38.464 | 4.581 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1.019.266 | -8,30 | 121.384 | -7,56 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 16.931 | -5,73 | 2.013 | -5,09 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 2.663 | -1,77 | 317 | -0,94 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11.687 | -3,13 | 1.382 | -3,02 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 213.772 | -4,27 | 25.458 | -3,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 23.892 | 119,09 | 2.845 | 125,79 | ||||
| 2025-10-10 | 13F | Sound Income Strategies, LLC | 300 | 36 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 211 | 102,88 | 25 | 108,33 | ||||
| 2025-08-14 | 13F | Atlas Merchant Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 220 | 0,00 | 26 | 4,00 | ||||
| 2025-10-09 | 13F | Dynamic Advisor Solutions LLC | 43.498 | 7,58 | 5.198 | 7,95 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 303 | 0,00 | 36 | 2,86 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 19.876 | -23,53 | 2.367 | -22,90 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 49.408 | 342,05 | 5.884 | 345,68 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-06 | 13F | Entrewealth, Llc | 19.046 | 13,01 | 2.268 | 13,91 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 30.531 | 5,43 | 3.636 | 6,29 | ||||
| 2025-07-08 | 13F | Mirabaud & Cie SA | 142.971 | 8,37 | 17.026 | 9,25 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5.106 | -16,54 | 608 | -15,79 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 3.123 | 372 | ||||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 1.197 | -6,04 | 143 | -5,33 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3.747 | 79,03 | 446 | 80,57 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 69.545 | 1,85 | 8.282 | 2,68 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5.605 | 54,20 | 667 | 55,48 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 4.937 | -0,46 | 588 | 0,34 | ||||
| 2025-09-26 | 13F/A | CI Private Wealth, LLC | 48.392 | 5,14 | 5.763 | 5,98 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 55.591 | -28,59 | 6.620 | -28,01 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 17.746 | 2.113 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 170.767 | -1,24 | 20 | 0,00 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 1.892 | 225 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 177.791 | 8,02 | 21.003 | 10,44 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2.004 | -42,00 | 239 | -41,67 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-10-07 | 13F | Proathlete Wealth Management Llc | 57.338 | 8,14 | 6.853 | 8,45 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 22.566 | 112,67 | 2.687 | 114,45 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 4.445 | -3,62 | 529 | -2,76 | ||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 1.738 | -92,75 | 207 | -92,61 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 39.281 | 6,92 | 4.678 | 7,79 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 90.000 | -64,71 | 10.718 | -64,42 | |||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 109 | -44,10 | 13 | -47,83 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6.793.031 | -12,11 | 808.982 | -11,40 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 190.365 | 522,92 | 22.671 | 527,98 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 2.424 | -8,46 | 289 | -7,69 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 15.878 | -6,51 | 1.886 | -5,23 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 2.397 | -0,50 | 285 | 0,35 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | Put | 610.000 | 144,00 | 72.645 | 145,98 | |||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4.017.315 | -2,05 | 478.422 | -1,26 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 2.037 | 0,00 | 243 | 0,83 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 429 | 0,00 | 51 | 2,00 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83.923 | 3,24 | 9.994 | 4,07 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4.834 | -10,30 | 576 | -9,59 | ||||
| 2025-09-26 | NP | SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 | 75.000 | 127,27 | 8.873 | 125,26 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 1.962 | 1,87 | 231 | 2,21 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 2.260 | 19,89 | 269 | 21,17 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 5.025 | 2,38 | 598 | 3,28 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1.800 | -5,31 | 214 | -4,46 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 7.302 | -0,96 | 870 | -0,23 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10.705 | 37,54 | 1.275 | 38,78 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 7.536 | -0,97 | 897 | -0,22 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 63.861 | 6,46 | 7.605 | 7,32 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-04-15 | 13F | Magnolia Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 3.250 | 0,00 | 387 | 1,04 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2.016 | -9,35 | 240 | -8,40 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 3.045 | 4,78 | 363 | 5,54 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 136 | 0,00 | 16 | 0,00 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 108 | -38,64 | 13 | -40,00 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 31.922 | 8,14 | 3.802 | 9,00 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 22.381 | -1,86 | 2.665 | -1,08 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 574.743 | 2,65 | 68.446 | 3,48 | ||||
| 2025-09-19 | 13F | Canal Capital Management, LLC | 129.881 | -0,62 | 15.468 | 0,18 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 8.195 | 49,74 | 976 | 50,93 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 5.119 | 176,55 | 610 | 178,54 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 33.165 | -4,85 | 3.916 | -4,88 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 2.737 | -1,97 | 326 | -1,22 | ||||
| 2025-08-08 | 13F | King Wealth | 2.182 | 4,95 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 73.278 | -21,81 | 8.727 | -21,18 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 73.659 | -17,63 | 8.772 | -16,96 | ||||
| 2025-05-06 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 704 | 0,00 | 84 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3.364.973 | -10,21 | 400.694 | -9,50 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-09-26 | NP | SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 | 150.000 | 255,45 | 17.746 | 252,24 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 135.652 | -25,06 | 16.155 | -24,46 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 18.225 | -0,30 | 2.170 | 0,51 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 89 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 15.905 | -3,87 | 1.894 | -3,07 | ||||
| 2025-10-09 | 13F | Shelton Wealth Management, Llc | 35.726 | 2,67 | 4.270 | 3,02 | ||||
| 2025-10-07 | 13F | Traphagen Investment Advisors Llc | 21.232 | -1,15 | 2.537 | -0,78 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10.331 | -18,48 | 1.230 | -17,84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 318.800 | -64,49 | 37.966 | -64,21 | |||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 5.135 | -16,30 | 612 | -13,70 | ||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 39.756 | -31,56 | 4.735 | -31,01 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 47.124 | -0,32 | 5.612 | 0,48 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 1.901 | -80,29 | 226 | -79,71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8.600 | -97,42 | 1.024 | -97,40 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41.502 | -58,84 | 4.942 | -58,51 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.104.668 | 1,35 | 250.645 | 2,17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 100.000 | 100,00 | 11.909 | 101,64 | |||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 30.346 | 3.614 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 2.295 | 0,00 | 273 | 0,74 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2.750 | 4.483,33 | 327 | 4.571,43 | ||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
| 2025-10-08 | 13F | Silvia Mccoll Wealth Management, Llc | 7.849 | -0,72 | 938 | -0,32 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 268.623 | -1,59 | 31.990 | -0,79 | ||||
| 2025-10-08 | 13F | VisionPoint Advisory Group, LLC | 2.129 | 254 | ||||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7.811 | -6,93 | 930 | -6,16 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 3.054 | 0,00 | 364 | 0,83 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1.034 | 51,61 | 123 | 53,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 499.867 | 95,31 | 59.422 | 96,47 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 3.008 | -16,30 | 358 | -15,57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2.546.361 | 10,90 | 303.246 | 11,79 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 638.391 | 19,29 | 76.026 | 20,25 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 60.153 | 2,36 | 7.164 | 3,18 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 1.783 | 212 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8.641 | -0,61 | 1.029 | 0,19 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 24.624 | 2.933 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 245 | 231,08 | 29 | 262,50 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 55.876 | -11,37 | 6.654 | -10,65 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | Call | 250.000 | -58,33 | 29.772 | -58,00 | |||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 101.406 | -2,96 | 12.076 | -2,07 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 38.219 | 6,07 | 4.552 | 6,93 | ||||
| 2025-09-25 | NP | BNDC - FlexShares Core Select Bond Fund | 58.771 | 5,11 | 6.953 | 4,16 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 22.397 | -77,22 | 2.667 | -77,04 | ||||
| 2025-08-07 | 13F | Commerce Bank | 12.296 | 1,96 | 1.464 | 2,81 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 78.329 | 21,42 | 9.328 | 22,40 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 25.685 | -22,11 | 3.059 | -21,49 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 37.288 | 6,24 | 4.441 | 9,49 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 460.446 | 1,68 | 54.835 | 2,50 | ||||
| 2025-07-25 | 13F | Summa Corp. | 7.793 | 22,34 | 928 | 23,40 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 2.517 | -18,49 | 300 | -17,86 | ||||
| 2025-08-26 | NP | BBALX - Northern Global Tactical Asset Allocation Fund | 52.095 | 94,28 | 6.204 | 95,86 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 3.219 | 0,00 | 383 | 0,79 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6.450 | -3,25 | 768 | -2,41 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 164 | -59,10 | 20 | -59,57 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 128 | 15 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2.191.498 | 28,49 | 260.985 | 29,53 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 886 | 0,00 | 106 | 0,96 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 354.984 | -2,64 | 42.275 | -1,85 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 34.883 | 1.603,27 | 4.154 | 1.623,65 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 26.624 | 3.171 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 25.336 | 17,69 | 3.017 | 18,64 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.850 | 13,57 | 692 | 13,28 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 44.051 | 152,77 | 5.246 | 154,86 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 8.061 | -7,39 | 960 | -6,71 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 3.296 | 393 | ||||||
| 2025-08-14 | 13F | Wit, Llc | 2.471.852 | -48,53 | 294.373 | 75,38 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 204 | 0,00 | 24 | 0,00 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Value Partners Investments Inc. | 2.605 | 0,00 | 310 | 0,65 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 409.756 | -6,39 | 48.798 | -5,64 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 28.235 | 7,77 | 3.363 | 8,63 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 100.442 | 224,12 | 11.962 | 226,80 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 66 | 0,00 | 8 | 0,00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 103 | 0,98 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 421.100 | 657,07 | 50.149 | 663,29 | ||||
| 2025-07-25 | 13F | Criteria Caixa, S.a.u. | 82.000 | 11.452 | ||||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 20.000 | 0,00 | 2.382 | 0,80 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1.799.516 | -22,76 | 214.304 | -22,14 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 85 | 10 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 474 | -42,34 | 56 | -42,27 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 29.412 | -0,60 | 3.503 | 0,20 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 127.537 | 5,17 | 15.188 | 6,02 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 698 | 0,00 | 83 | 1,22 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 24.621 | -11,83 | 2.932 | -11,10 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 2.625 | 313 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 200 | 24 | ||||||
| 2025-10-09 | 13F | Capstone Wealth Management, LLC | 2.611 | 312 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 994 | 0,00 | 118 | 0,85 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3.065 | 1,52 | 365 | 2,25 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 597 | 58,36 | 71 | 61,36 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 2.114 | -9,35 | 252 | -8,73 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 34 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 2.450.141 | 1,20 | 291.787 | 2,01 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 11.407 | -31,65 | 1.358 | -31,10 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 3.238 | 0,00 | 386 | 0,79 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 16.988 | 2.023 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 14.862 | 43,15 | 1.770 | 44,49 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 25.699 | -5,49 | 3.060 | -4,73 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 126.131 | -38,40 | 15.021 | -37,90 | ||||
| 2025-05-09 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 38.170 | -43,22 | 4.546 | -42,77 | ||||
| 2025-10-02 | 13F | GAMMA Investing LLC | 55 | 0,00 | 7 | 0,00 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 41.178 | 3,18 | 4.904 | 4,01 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 121.160 | 18,10 | 14.334 | 18,19 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1.055.521 | -0,49 | 125.702 | 0,32 | ||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 291.717 | 1,67 | 34.741 | 2,49 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 102 | 0,00 | 12 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 138.361 | 16 |
