Statistiques de base
| Propriétaires institutionnels | 317 total, 317 long only, 0 short only, 0 long/short - change of 3,25% MRQ |
| Allocation moyenne du portefeuille | 0.3866 % - change of -12,63% MRQ |
| Actions institutionnelles (Long) | 48 405 454 (ex 13D/G) - change of -4,15MM shares -7,89% MRQ |
| Valeur institutionnelle (Long) | $ 2 650 726 USD ($1000) |
Participation institutionnels et actionnaires
iShares Trust - iShares California Muni Bond ETF (US:CMF) détient 317 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 48,405,454 actions. Les principaux actionnaires incluent Wealthfront Advisers Llc, Charles Schwab Investment Management Inc, Fmr Llc, Jane Street Group, Llc, Morgan Stanley, Bailard, Inc., Facet Wealth, Inc., Syon Capital Llc, EP Wealth Advisors, Inc., and Bank Of America Corp /de/ .
iShares Trust - iShares California Muni Bond ETF (ARCA:CMF) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.
The share price as of September 10, 2025 is 56,75 / share. Previously, on September 11, 2024, the share price was 57,96 / share. This represents a decline of 2,09% over that period.
Indice de confiance des fonds
L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.
Fréquence de mise à jour : Quotidienne
Ratio put/call institutionnel
En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.
L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.
Déclarations 13D/G
Nous présentons les dépôts 13D/G séparément des dépôts 13F en raison de leur traitement différent par la SEC. Les déclarations 13D/G peuvent être déposées par des groupes d'investisseurs (avec un leader), ce qui n'est pas le cas des déclarations 13F. Il en résulte des situations dans lesquelles un investisseur peut déposer une déclaration 13D/G indiquant une valeur pour le total des actions (représentant toutes les actions détenues par le groupe d'investisseurs), mais déposer ensuite une déclaration 13F indiquant une valeur différente pour le total des actions (représentant strictement ses propres actions). Cela signifie que l'actionnariat des déclarations 13D/G et des déclarations 13F n'est souvent pas directement comparable, c'est pourquoi nous les présentons séparément.
Note : À compter du 16 mai 2021, nous n'affichons plus les propriétaires qui n'ont pas déposé de déclaration 13D/G au cours de l'année écoulée. Auparavant, nous montrions l'historique complet des déclarations 13D/G. En général, les entités qui sont tenues de déposer des déclarations 13D/G doivent le faire au moins une fois par an avant de soumettre une déclaration de clôture. Cependant, il arrive que des fonds sortent de positions sans soumettre de déclaration de clôture (c'est-à-dire qu'ils procèdent à une liquidation), de sorte que l'affichage de l'historique complet pouvait prêter à confusion quant à l'actionnariat actuel. Pour éviter toute confusion, nous n'affichons désormais que les propriétaires "actuels", c'est-à-dire les propriétaires qui ont déposé des documents au cours de l'année écoulée.
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Déclarations 13F et NPORT
Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 17 065 | -0,20 | 951 | -1,14 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 826 709 | -2,67 | 46 077 | -3,60 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 244 258 | 177,03 | 13 615 | 174,37 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 7 050 | 42,42 | 393 | 41,01 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 987 | 228,68 | 668 | 221,15 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 239 443 | 16,95 | 13 347 | 15,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 519 514 | 10,71 | 28 958 | 9,65 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 64 738 | 49,92 | 3 608 | 48,48 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 116 458 | -6,66 | 6 491 | -7,55 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 13 137 | 87,94 | 726 | 90,05 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 160 618 | 8 953 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 839 | -51,30 | 325 | -51,78 | ||||
| 2025-08-08 | 13F | Creative Planning | 200 340 | -17,46 | 11 167 | -18,25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 226 840 | -3,95 | 12 644 | -4,88 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 3 636 | -16,72 | 203 | -17,55 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 41 | -37,88 | 2 | -33,33 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 12 798 | 0,00 | 713 | -0,97 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3 726 | -92,44 | 208 | -92,45 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 40 272 | -3,49 | 2 245 | -4,43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 163 725 | 6,19 | 9 126 | 5,17 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5 266 | -17,32 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13 896 | 775 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5 319 | -22,62 | 296 | -23,32 | ||||
| 2025-05-06 | 13F | WESPAC Advisors SoCal, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 3 744 | 5,08 | 209 | 4,00 | ||||
| 2025-04-23 | 13F | Integris Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 29 095 | 1 622 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 15 806 | 0,00 | 881 | -0,90 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 199 252 | -41,21 | 11 106 | -41,78 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 100 882 | 1 522,42 | 5 623 | 1 511,17 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 372 | -17,83 | 244 | -18,73 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 6 892 | -34,53 | 384 | -35,14 | ||||
| 2025-05-06 | 13F | a16z Perennial Management, L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 4 333 | -28,57 | 242 | -29,33 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 10 189 | -57,18 | 567 | -57,73 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37 886 | 26,08 | 2 112 | 24,84 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4 408 | 0,62 | 246 | -0,41 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 6 411 | 6,30 | 355 | 4,72 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 7 717 458 | -24,78 | 430 171 | -25,51 | ||||
| 2025-06-23 | NP | SRCMX - California Municipal Fund Class A | 702 | 0,00 | 39 | 0,00 | ||||
| 2025-05-09 | 13F | Citizens Financial Group Inc/ri | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 11 400 | 0,00 | 635 | -0,94 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 130 977 | -27,45 | 7 301 | -28,14 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 64 463 | 0,02 | 3 593 | -0,94 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 150 | 78,57 | 8 | 100,00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 80 350 | -30,80 | 4 479 | -31,48 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 70 659 | 0,11 | 3 939 | -0,86 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 6 436 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 87 919 | -26,67 | 4 901 | -27,38 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33 988 | 8,91 | 1 895 | 7,86 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 382 533 | 23,73 | 21 322 | 22,55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 34 045 | -8,37 | 1 898 | -9,28 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 18 775 | -74,68 | 1 047 | -74,93 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 6 185 | 0,00 | 345 | -1,15 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 7 999 | -35,42 | 446 | -36,15 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 10 915 | 0,00 | 608 | -0,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 59 865 | 7,95 | 3 337 | 6,89 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 22 853 | -2,28 | 1 274 | -3,27 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 17 106 | -0,61 | 953 | -1,55 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | First American Trust, Fsb | 95 601 | 7,91 | 5 329 | 6,88 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 050 | 0,00 | 59 | -1,69 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 27 072 | 42,88 | 1 509 | 41,46 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 465 | 26 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 67 188 | 20,56 | 3 745 | 19,42 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22 698 | 13,60 | 1 265 | 12,54 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 45 622 | -22,99 | 2 543 | -23,73 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 246 258 | 66,03 | 13 726 | 69,25 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 124 879 | -44,39 | 6 961 | -44,93 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 1 205 909 | -10,43 | 67 217 | -11,29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 404 780 | -6,98 | 22 562 | -7,88 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 38 184 | 11,87 | 2 128 | 10,78 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 3 626 | 0,78 | 202 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 095 | 173 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 33 | 2 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24 295 | -28,51 | 1 354 | -29,18 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 27 513 | -15,71 | 1 534 | -16,55 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 469 502 | 3,88 | 26 170 | 2,89 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 66 807 | 12,05 | 3 724 | 10,97 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 20 956 | 35,91 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 27 174 | -68,64 | 1 515 | -68,95 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8 401 | -51,13 | 467 | -51,81 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 25 472 | -16,67 | 1 420 | -17,50 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 73 417 | -12,60 | 4 092 | -13,43 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8 164 | 455 | ||||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 4 507 | -60,33 | 250 | -61,03 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 342 904 | 66,75 | 19 113 | 65,15 | ||||
| 2025-07-15 | 13F | Bank Of Stockton | 72 851 | -5,11 | 4 061 | -6,02 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25 908 | -10,06 | 1 444 | -10,92 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 119 008 | -2,72 | 6 634 | -3,66 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 39 443 | 2 199 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 671 | 11,40 | 93 | 10,71 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34 249 | -7,43 | 1 909 | -8,31 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 84 955 | 30,99 | 5 | 33,33 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7 433 | 26,58 | 414 | 25,45 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 42 855 | -12,39 | 2 389 | -13,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16 733 | -8,15 | 933 | -9,07 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 407 | 23 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 27 840 | 3,92 | 1 552 | 2,92 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 39 113 | 10,34 | 2 180 | 9,27 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 32 174 | 1 793 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 750 | 0,00 | 42 | -2,38 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4 875 | 0,76 | 272 | -0,37 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 4 593 | 2,34 | 256 | 1,59 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 26 294 | 30,80 | 1 466 | 29,53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 219 757 | -5,67 | 12 249 | -6,57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 704 | 0,00 | 39 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 976 | 277 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 31 810 | 4,34 | 1 773 | 3,38 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 4 929 | 0,00 | 275 | -1,08 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3 950 | -37,06 | 220 | -37,96 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4 491 | 0,00 | 250 | -0,79 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 12 660 | 0,00 | 702 | 14,33 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 89 315 | 4 978 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 23 987 | 1,01 | 1 337 | 0,07 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 3 956 | 7,70 | 221 | 6,80 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 396 725 | -50,34 | 133 593 | -50,82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 843 495 | 5,34 | 47 016 | 4,33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12 852 | -19,11 | 716 | -19,91 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8 872 | 14,01 | 495 | 13,04 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 62 835 | 15,31 | 3 502 | 14,22 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 40 133 | 6,13 | 2 237 | 5,12 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 74 949 | 0,00 | 4 178 | -0,97 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 6 240 | -9,45 | 348 | -10,34 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 6 950 | 387 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 60 579 | -6,02 | 3 377 | -6,92 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 47 013 | -3,50 | 2 620 | -4,41 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 174 | 9,72 | 65 | 8,33 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 7 552 | 32,63 | 425 | 30,37 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 64 521 | 0,00 | 3 596 | -0,96 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 344 078 | -1,88 | 19 179 | -2,83 | ||||
| 2025-05-13 | 13F | Financial Advisors Network, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13 340 | 246,40 | 744 | 243,98 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 11 475 | 2,91 | 640 | 1,91 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8 757 | 0,00 | 488 | -0,81 | ||||
| 2025-07-25 | 13F | Asset Planning,Inc | 700 | 0,00 | 39 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 235 015 | 25,56 | 13 094 | 24,16 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 32 530 | -35,66 | 1 813 | -36,27 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 111 153 | 5,56 | 6 196 | 4,54 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 5 044 | 0,00 | 281 | -0,71 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 250 | 0,00 | 70 | -1,43 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 219 598 | 11,76 | 12 240 | 10,69 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3 691 | -55,85 | 206 | -56,38 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 21 908 | 0,29 | 1 221 | -0,65 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 192 104 | -2,58 | 10 708 | -3,52 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 838 | -39,12 | 380 | -38,87 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 13 065 | 728 | ||||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 3 205 | 0,00 | 179 | -1,11 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6 812 | 2,05 | 380 | 1,07 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3 980 | 222 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 274 376 | 12,06 | 15 294 | 10,99 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 61 051 | 67,49 | 3 393 | 65,38 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8 648 197 | -3,39 | 482 051 | -4,32 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 12 346 | 688 | ||||||
| 2025-08-14 | 13F | First Foundation Advisors | 521 518 | -1,13 | 29 069 | -2,08 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 121 | 0,00 | 62 | -1,59 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18 217 | -14,93 | 1 025 | -16,39 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 12 770 | 712 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 24 961 | 1 391 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 53 172 | 41,72 | 2 964 | 40,36 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6 078 | 339 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 6 760 | -48,88 | 377 | -49,46 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 5 218 | 0,00 | 291 | -1,02 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 4 281 | 0,00 | 239 | -0,83 | ||||
| 2025-05-09 | 13F | Leisure Capital Management | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 75 366 | -3,52 | 4 201 | -4,46 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 9 378 | 29,37 | 523 | 28,26 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 9 060 | -28,72 | 505 | -29,37 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 2 667 | 0,00 | 149 | -1,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 54 601 | 156,73 | 3 043 | 154,43 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 9 260 | 0,00 | 516 | -0,96 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5 684 | 0,00 | 317 | 0,96 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 24 169 | 4,05 | 1 347 | 3,06 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 6 311 | -5,37 | 352 | -6,40 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 1 344 831 | 16,73 | 74 961 | 15,60 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 242 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 999 | 223 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 12 857 | 8,89 | 717 | 7,83 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 300 | 0,00 | 240 | -1,24 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 8 337 | 0,00 | 465 | -1,07 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 8 058 | 33,79 | 449 | 32,84 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 5 947 | -33,15 | 331 | -33,80 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 7 850 | 0,00 | 438 | -0,91 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 150 | -46,20 | 510 | -44,98 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 54 945 | 29,05 | 3 055 | 30,39 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3 011 | 0,77 | 168 | -0,60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64 082 | 103,45 | 3 566 | 101,64 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 16 517 | 39,81 | 921 | 38,55 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 584 | -1,67 | 367 | -2,66 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 8 425 | 0 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 25 836 | 4,73 | 1 440 | 3,75 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 39 | 0 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 351 | 0,00 | 20 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 80 438 | 33,94 | 4 484 | 32,67 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 174 885 | -11,50 | 9 748 | -12,35 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 920 | 13,54 | 386 | 12,24 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 66 175 | 1,55 | 3 689 | 0,57 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 10 452 | 0,00 | 583 | -1,02 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 265 937 | -19,14 | 14 823 | -19,92 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 71 482 | 3,78 | 3 984 | 2,79 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 3 872 | -11,74 | 216 | -12,60 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 121 015 | -0,54 | 6 750 | -1,36 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 410 | 1,23 | 23 | 0,00 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 100 564 | 0,00 | 5 605 | -0,95 | ||||
| 2025-05-06 | 13F | Van Strum & Towne Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Manuka Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6 090 | 339 | ||||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 26 967 | -0,41 | 1 503 | -1,31 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 161 632 | -20,61 | 9 017 | -21,32 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 18 733 | -13,33 | 1 044 | -14,14 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 10 483 | 584 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8 889 | -51,71 | 495 | -52,17 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 195 011 | -6,24 | 66 610 | -7,14 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 200 | 0,00 | 67 | -1,49 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 30 603 | 1,65 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7 080 | -22,99 | 395 | -23,79 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 18 342 | 126,92 | 1 022 | |||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 28 077 | 1 565 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 37 803 | 313,15 | 2 107 | 309,92 | ||||
| 2025-05-09 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Huntington National Bank | 147 | -2,00 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11 991 | 202,65 | 668 | 200,90 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 10 631 | -2,30 | 1 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Ndwm Llc | 96 464 | 121,39 | 5 377 | 119,25 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 644 | 0,00 | 92 | -1,09 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 21 626 | 178,90 | 1 203 | 176,55 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 17 901 | -3,24 | 998 | -4,23 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 6 098 | -17,43 | 340 | -18,31 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 22 691 | 12,54 | 1 265 | 11,46 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 51 098 | -4,72 | 2 848 | -5,63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26 357 | 40,36 | 1 469 | 39,11 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 56 593 | 0,81 | 3 154 | -0,16 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 166 442 | -13,18 | 9 | -10,00 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 6 000 | 0,00 | 334 | -0,89 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 11 187 | -61,23 | 624 | -61,64 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 48 159 | 5,43 | 2 684 | 4,44 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14 585 | -34,32 | 813 | -34,91 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4 315 | 20,53 | 239 | -9,16 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4 458 | 0,00 | 248 | -0,80 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 100 | 0,00 | 61 | 0,00 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 337 861 | 0,43 | 18 832 | -0,54 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 21 899 | -12,15 | 1 221 | -13,04 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 387 164 | 6,55 | 21 581 | 5,53 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3 921 | -13,71 | 219 | -14,51 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 203 783 | 449,70 | 11 359 | 443,97 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 4 270 | 0,00 | 238 | -0,83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 519 217 | 5,42 | 28 941 | 4,41 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 21 585 | 43,63 | 1 203 | 42,37 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 8 919 | 0,76 | 497 | -0,20 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 18 768 | 0,00 | 1 046 | -0,95 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 278 713 | 24,04 | 70 892 | 23,88 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 17 345 | -59,06 | 967 | -59,46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 776 876 | -2,59 | 99 043 | -3,53 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 172 106 | -9,37 | 65 333 | -10,23 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10 266 | -10,89 | 572 | -11,73 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5 616 | -19,82 | 313 | -20,56 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 20 582 | -30,57 | 1 147 | -31,24 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 851 | -27,70 | 47 | -28,79 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 6 350 | 0,00 | 354 | -1,12 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 227 283 | -0,68 | 12 881 | 0,02 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 354 | 0,85 | 20 | 0,00 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 86 680 | -1,46 | 4 832 | -2,40 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 55 197 | 4,68 | 3 077 | 3,67 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 43 | 0,00 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 | 0 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 30 695 | 4,78 | 1 711 | 3,76 | ||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 121 282 | 65,59 | 6 760 | 64,00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 24 954 | 56,63 | 1 388 | 58,15 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 13 406 | 747 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 240 111 | 16,48 | 13 350 | 15,10 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 65 718 | 3 663 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 27 495 | 7,56 | 1 533 | 6,54 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7 283 | 189,58 | 406 | 187,23 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 79 545 | 229,58 | 4 434 | 226,44 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 23 423 | -10,25 | 1 306 | -11,10 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 792 639 | 73,74 | 99 922 | 72,08 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 117 | 7 | ||||||
| 2025-05-13 | 13F | Cresset Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | LM Advisors LLC | 16 003 | 0,00 | 1 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 80 393 | -18,88 | 4 481 | -19,65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 123 259 | 16,08 | 7 | 20,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 387 350 | 7,90 | 21 591 | 6,87 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8 000 | 0,00 | 446 | -1,11 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 7 845 | -36,11 | 442 | -37,27 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 14 300 | 795 | ||||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 7 937 | -44,38 | 442 | -44,96 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 85 544 | 25,66 | 4 768 | 24,46 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 4 810 | -25,94 | 268 | -26,58 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 37 790 | 115,87 | 2 106 | 113,81 | ||||
| 2025-08-14 | 13F | Betterment LLC | 200 986 | 3,03 | 11 | 10,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9 080 | 0,00 | 506 | -0,98 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 15 406 | 859 | ||||||
| 2025-08-12 | 13F | Main Management LLC | 1 976 | -1,98 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 12 777 | -46,96 | 712 | -47,45 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 853 | 0,00 | 103 | -0,96 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 15 729 | 0,44 | 877 | 1,27 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 75 165 | -24,56 | 4 190 | -25,29 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 875 | 0,00 | 49 | -2,04 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 69 | 4 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28 420 | 424,74 | 1 584 | 421,05 | ||||
| 2025-05-15 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 732 028 | 31,54 | 40 803 | 30,28 | ||||
| 2025-05-14 | 13F | Prosperitas Financial LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 111 548 | -32,83 | 6 218 | -33,47 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 116 441 | -2,83 | 6 490 | -3,77 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 16 275 | -9,88 | 907 | -10,73 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 5 796 | 7,97 | 323 | 6,95 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 43 600 | -56,95 | 2 430 | -57,36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 912 | 3,45 | 274 | 2,25 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 156 | 0,00 | 9 | 0,00 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 11 972 | -18,22 | 667 | -18,96 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 151 129 | -5,40 | 8 | 0,00 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 040 | 0 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3 846 | 214 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 7 129 | 18,40 | 397 | 17,46 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 12 868 | 0,00 | 717 | -0,97 | ||||
| 2025-08-08 | 13F | Client First Capital LLC | 92 578 | 0,00 | 5 160 | -0,96 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 11 810 | -2,88 | 658 | -3,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 655 | -92,82 | 984 | -92,89 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 142 019 | -0,00 | 7 916 | 0,19 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4 318 | 0,00 | 241 | -1,23 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 151 300 | 692,15 | 8 433 | 685,20 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4 213 | -51,25 | 235 | -51,85 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 342 121 | -6,53 | 19 070 | -5,10 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 228 353 | -10,21 | 12 728 | -11,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 577 630 | -19,93 | 32 197 | -20,70 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 10 650 | -8,97 | 594 | -9,88 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 12 936 | 2,62 | 717 | 2,58 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 14 621 | 1,48 | 815 | 0,49 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 15 632 | 1 | ||||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 22 250 | 0,00 | 1 240 | -0,96 |
