Statistiques de base
Propriétaires institutionnels | 611 total, 611 long only, 0 short only, 0 long/short - change of 6,99% MRQ |
Allocation moyenne du portefeuille | 1.2850 % - change of 5,10% MRQ |
Actions institutionnelles (Long) | 350 356 161 (ex 13D/G) - change of 26,42MM shares 8,15% MRQ |
Valeur institutionnelle (Long) | $ 17 276 157 USD ($1000) |
Participation institutionnels et actionnaires
BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF (US:DYNF) détient 611 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 350,356,161 actions. Les principaux actionnaires incluent Envestnet Asset Management Inc, LPL Financial LLC, Jpmorgan Chase & Co, BlackRock, Inc., Morgan Stanley, Ameriprise Financial Inc, Bank Of America Corp /de/, Cwm, Llc, Park Avenue Securities Llc, and Envestnet Portfolio Solutions, Inc. .
BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF (ARCA:DYNF) 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 8, 2025 is 57,58 / share. Previously, on September 9, 2024, the share price was 47,15 / share. This represents an increase of 22,12% 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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Date de dépôt | Formulaire | Investisseur | Actions précédentes |
Actions actuelles |
&Delta ; Actions (Pourcentage) |
Participation (Pourcentage) |
&Delta ; Participation (Pourcentage) |
|
---|---|---|---|---|---|---|---|---|
2025-07-07 | TRUIST FINANCIAL CORP | 122,628 | 979,006 | 698.35 | 0.30 | -97.49 |
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-15 | 13F | Avaii Wealth Management, Llc | 4 096 | -29,04 | 223 | -20,64 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 57 895 | 1,24 | 3 153 | 13,06 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 59 | 0,00 | 0 | |||||
2025-08-14 | 13F | Avid Wealth Partners LLC | 397 875 | 18,16 | 21 668 | 31,98 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 82 685 | -3,72 | 4 503 | 7,55 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 216 509 | 6,31 | 11 791 | 18,74 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10 909 | 13,00 | 594 | 26,38 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 15 264 | -33,11 | 831 | -25,27 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 12 246 | 34,07 | 667 | 49,66 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 21 060 | 5,36 | 1 147 | 17,66 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 19 376 365 | 0,03 | 1 055 237 | 11,73 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 179 967 | 2,49 | 9 801 | 14,48 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 62 920 | 8,15 | 3 509 | 25,01 | ||||
2025-08-14 | 13F | Mariner, LLC | 446 715 | -4,10 | 24 328 | 7,12 | ||||
2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 167 659 | 98,38 | 9 131 | 121,60 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 2 942 777 | 6,59 | 160 264 | 19,05 | ||||
2025-07-23 | 13F | Financial Life Advisors | 328 509 | 9,42 | 17 891 | 22,22 | ||||
2025-07-29 | 13F | Hoese & Co LLP | 3 670 | 200 | ||||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 42 710 | 1,27 | 2 326 | 13,08 | ||||
2025-07-15 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 175 031 | -15,14 | 9 532 | -5,22 | ||||
2025-04-25 | 13F | Valley National Advisers Inc | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Detalus Advisors, LLC | 362 476 | 4,45 | 19 740 | 16,66 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 95 | 0,00 | 5 | 25,00 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 40 354 | 8,29 | 2 198 | 20,98 | ||||
2025-07-14 | 13F | Gries Financial Llc | 458 437 | 2,74 | 24 966 | 14,74 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 33 | -78,57 | 2 | -85,71 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 3 197 | 11,12 | 174 | 24,29 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 61 262 | 6,37 | 3 336 | 18,80 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 929 343 | 9,73 | 105 072 | 22,56 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 18 035 | 3,96 | 982 | 16,21 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 1 427 240 | 15,00 | 77 727 | 28,44 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 52 247 | 4,84 | 2 845 | 17,13 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 163 782 | -0,03 | 8 920 | 11,65 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 1 006 058 | 6,05 | 54 790 | 18,45 | ||||
2025-08-12 | 13F | LPL Financial LLC | 32 173 645 | 13,72 | 1 752 177 | 27,02 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 53 633 | 2 921 | ||||||
2025-08-13 | 13F | GeoWealth Management, LLC | 417 352 | 1 350,30 | 22 729 | 1 519,96 | ||||
2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 38 446 | 1 980 | ||||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 187 041 | 2,35 | 10 186 | 14,32 | ||||
2025-07-23 | 13F | True Vision MN LLC | 156 285 | 1,63 | 8 511 | 13,51 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 50 | 0,00 | 3 | 0,00 | ||||
2025-08-11 | 13F | Eq Llc | 430 405 | 17,41 | 23 440 | 31,13 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 4 026 678 | 6,68 | 219 | 19,02 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1 745 131 | -2,69 | 95 040 | 8,68 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Stokes Family Office, LLC | 470 668 | 0,58 | 25 633 | 12,34 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 0 | -100,00 | 0 | |||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 35 155 | 1 915 | ||||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 482 562 | 7,70 | 26 280 | 20,29 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 840 | 0,36 | 46 | 12,50 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 14 363 | 782 | ||||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8 822 | 10,28 | 480 | 23,08 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 44 101 | 2 402 | ||||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 32 132 | -2,53 | 1 750 | 8,84 | ||||
2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 31 318 | 17,53 | 1 706 | 31,25 | ||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 42 318 | -0,81 | 2 305 | 10,77 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 727 | 11,03 | 748 | 24,09 | ||||
2025-08-08 | 13F | Sculati Wealth Management, LLC | 86 988 | 4 737 | ||||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 82 | 0,00 | 4 | 33,33 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 124 728 | 11,15 | 61 | 24,49 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18 415 | -15,51 | 1 014 | -4,61 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 7 022 649 | 1,08 | 382 | 13,02 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 231 380 | 17,96 | 12 601 | 31,74 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 100 728 | 5 486 | ||||||
2025-05-14 | 13F | Colonial Trust Advisors | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 4 516 | 7,88 | 246 | 20,10 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 3 880 | -18,56 | 211 | -9,05 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 1 578 498 | 7,44 | 85 965 | 20,00 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 16 675 | 23,80 | 908 | 38,41 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 172 | 0,00 | 9 | 12,50 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 9 918 | 67,05 | 540 | 86,85 | ||||
2025-07-02 | 13F | Dentgroup LLC | 20 358 | -14,43 | 1 109 | -4,48 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 4 033 | 1 004,93 | 220 | 1 188,24 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 205 791 | 223,12 | 11 207 | 243,35 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 657 701 | 2,60 | 35 818 | 14,60 | ||||
2025-08-20 | 13F | Tull Financial Group, Inc. | 207 352 | 43,63 | 11 292 | 60,42 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 4 658 | -39,60 | 254 | -32,71 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 141 862 | 6,19 | 7 726 | 18,61 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 091 | 285,08 | 114 | 334,62 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 24 035 | -0,41 | 1 309 | 11,22 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 42 974 | 5,11 | 2 340 | 17,41 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 11 166 | 608 | ||||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 23 647 | 5,85 | 1 288 | 18,18 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 488 773 | 6,50 | 26 619 | 18,95 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 245 | 0,00 | 13 | 18,18 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 155 495 | 6,90 | 8 078 | 20,91 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 60 534 | -62,09 | 3 297 | -59,72 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 223 822 | -23,38 | 12 189 | -14,42 | ||||
2025-08-11 | 13F | Tidemark, LLC | 1 296 | -9,87 | 71 | 0,00 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 110 | 60 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 215 710 | 3,79 | 11 748 | 15,93 | ||||
2025-07-25 | 13F | Cwm, Llc | 7 861 650 | -2,01 | 428 | 9,46 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 41 963 | 11,68 | 2 291 | 25,05 | ||||
2025-07-16 | 13F | Embree Financial Group | 36 161 | 154,12 | 1 969 | 184,13 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 360 540 | 32,29 | 19 635 | 47,75 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 159 776 | 8 701 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 109 745 | 0,99 | 6 145 | 15,97 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 848 | 771,70 | 101 | 900,00 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 989 | 0,00 | 54 | 10,42 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 6 403 | -29,89 | 349 | -21,80 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 22 241 | -14,16 | 1 211 | -4,12 | ||||
2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 41 800 | 2 | ||||||
2025-07-23 | 13F | Dohj, Llc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Security Financial Services, INC. | 442 818 | 0,74 | 24 116 | 12,52 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5 879 | 320 | ||||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 4 709 | 0,00 | 256 | 11,79 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 102 138 | 5 562 | ||||||
2025-08-08 | 13F | Gts Securities Llc | 46 958 | 193,47 | 2 557 | 227,82 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 58 709 | 532,57 | 3 197 | 607,30 | ||||
2025-08-06 | 13F | Axim Planning & Wealth | 9 069 | 494 | ||||||
2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 251 067 | 39,26 | 13 673 | 55,53 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 084 | 4,05 | 386 | 16,31 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 22 694 | 5,21 | 1 236 | 17,51 | ||||
2025-08-12 | 13F | MAI Capital Management | 345 104 | 9,12 | 18 794 | 21,87 | ||||
2025-07-14 | 13F | Abound Wealth Management | 351 | -76,68 | 19 | -73,97 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 81 063 | 12,15 | 4 415 | 25,26 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 5 435 | 18,95 | 296 | 32,88 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 7 338 | 400 | ||||||
2025-07-30 | 13F | Bogart Wealth, LLC | 784 | 43 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 356 103 | -3,65 | 19 393 | 7,62 | ||||
2025-07-14 | 13F | Buttonwood Financial Group, LLC | 486 323 | 1,68 | 26 553 | 20,98 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 110 585 | 4,89 | 6 022 | 17,16 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 13 028 | 0,02 | 710 | 11,65 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 8 278 847 | 24,92 | 450 866 | 39,52 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 26 699 | 30,65 | 1 454 | 45,98 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 1 096 600 | 10 866,00 | 59 721 | 12 162,83 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 9 581 | 73,32 | 522 | 93,68 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Cobblestone Asset Management LLC | 175 512 | -5,95 | 9 558 | 5,04 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 13 088 | 1,81 | 713 | 13,74 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 48 | 2,13 | 3 | 0,00 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | High Probability Advisors, LLC | 415 201 | 5,57 | 22 612 | 17,91 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 94 438 | 12,42 | 5 143 | 25,56 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 718 287 | 9,85 | 39 118 | 22,70 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 23 544 | 0,05 | 1 282 | 11,77 | ||||
2025-07-31 | 13F | TSA Wealth Managment LLC | 282 255 | -0,16 | 15 372 | 11,51 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 641 394 | 6,28 | 31 159 | -1,70 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 196 272 | 19,32 | 174 | 33,85 | ||||
2025-04-16 | 13F | Thomasville National Bank | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 41 052 | -77,47 | 2 256 | -74,60 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 122 064 | 14,21 | 6 970 | 38,96 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 31 906 | 2,19 | 1 738 | 14,13 | ||||
2025-07-30 | 13F | Retirement Planning Group | 23 837 | -3,70 | 1 298 | 7,63 | ||||
2025-08-14 | 13F | Bank of Marin | 8 890 | 38,02 | 484 | 54,14 | ||||
2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 127 285 | -17,31 | 6 932 | -7,65 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 104 266 | 6,36 | 5 678 | 18,79 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 398 067 | 53,82 | 21 679 | 71,80 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 4 567 | 0,00 | 221 | -0,45 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 270 873 | 1,12 | 14 752 | 12,95 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 26 698 | 1 454 | ||||||
2025-08-13 | 13F | StoneX Group Inc. | 10 528 | -18,40 | 573 | -8,90 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 413 732 | -1,10 | 22 532 | 10,46 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 36 470 | -0,51 | 1 986 | 11,14 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 48 170 | 2,63 | 2 623 | 14,59 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 88 100 | 2,80 | 4 798 | 14,82 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 27 677 | 78,78 | 1 507 | 99,87 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 25 017 | -9,15 | 1 362 | 1,49 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 48 809 | 4,07 | 2 658 | 16,27 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 1 038 131 | 3,44 | 56 537 | 15,53 | ||||
2025-07-07 | 13F | Life Line Wealth Management Llc | 6 187 | 32,46 | 337 | 48,02 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 416 | -45,41 | 23 | -40,54 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 139 764 | -2,24 | 7 612 | 9,20 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 131 324 | 12,42 | 7 152 | 25,57 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 32 312 | 60,37 | 1 760 | 79,12 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 7 176 | 138,09 | 391 | 148,41 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 36 070 | -2,34 | 1 964 | 9,11 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 304 | 0,00 | 17 | 14,29 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 85 334 | 6,35 | 4 647 | 18,79 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1 597 693 | 650,98 | 87 010 | 738,81 | ||||
2025-08-13 | 13F | Alerus Financial Na | 75 | 4 | ||||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 147 530 | 2,40 | 8 034 | 14,36 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 2 403 | 131 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 43 292 | 296,37 | 2 347 | 343,48 | ||||
2025-07-07 | 13F | Insight Wealth Strategies, LLC | 430 391 | 0,91 | 23 392 | 12,48 | ||||
2025-08-14 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 331 764 | 5,73 | 18 068 | 18,09 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 228 966 | 91,34 | 12 469 | 113,73 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 445 | -27,52 | 0 | |||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 43 714 | 14,11 | 2 381 | 27,48 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 3 030 | 165 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 3 385 577 | 3,67 | 184 379 | 15,79 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 4 375 | 0,00 | 238 | 11,74 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7 014 | -61,02 | 382 | -56,56 | ||||
2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Visionary Horizons, LLC | 18 281 | 17,46 | 996 | 31,27 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 28 186 | 6,83 | 2 | 0,00 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 32 607 | 15,07 | 1 776 | 28,53 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4 211 | 229 | ||||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 6 131 | 18,45 | 334 | 32,14 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 9 563 | 22,38 | 521 | 36,48 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 16 261 | 886 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 715 | 677,17 | 39 | 850,00 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 12 423 | 677 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1 215 454 | -1,32 | 66 | 3,13 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 703 157 | 0,12 | 38 294 | 11,82 | ||||
2025-08-11 | 13F | Vista Cima Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 19 656 038 | 5,61 | 1 070 468 | 17,95 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11 570 | 66,62 | 630 | 86,39 | ||||
2025-07-16 | 13F | American National Bank | 140 | 8 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1 777 | -8,83 | 0 | |||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 283 546 | 27,15 | 15 442 | 42,01 | ||||
2025-08-08 | 13F | Wealth Quarterback LLC | 88 767 | 116,55 | 4 834 | 141,94 | ||||
2025-07-31 | 13F | FSR Wealth Management Ltd. | 5 747 | -7,92 | 313 | 2,63 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 27 367 | 8,50 | 1 490 | 21,24 | ||||
2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Swp Financial Llc | 138 922 | 2,90 | 7 566 | 14,92 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 19 639 | -23,89 | 1 070 | -15,02 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 45 | -99,90 | 2 | -99,91 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 4 788 949 | -10,94 | 260 806 | -0,53 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 358 184 | -3,31 | 19 507 | 7,99 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 4 967 | 271 | ||||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20 103 | 5,02 | 1 095 | 17,26 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 110 266 | 4,96 | 6 005 | 17,24 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 18 075 | 6,90 | 984 | 13,63 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 73 387 | 3 997 | ||||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 835 554 | 9,92 | 45 504 | 22,77 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 9 021 544 | 35,31 | 491 331 | 51,15 | ||||
2025-08-14 | 13F | Novus Advisors, Llc | 6 405 | -2,59 | 349 | 8,75 | ||||
2025-08-08 | 13F | KM Capital Management Ltd. | 183 071 | 82,46 | 9 970 | 103,80 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 173 098 | -6,95 | 9 427 | 3,91 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 8 874 | 1,68 | 483 | 13,65 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 12 880 | 35,97 | 701 | 52,06 | ||||
2025-08-13 | 13F | Kilter Group LLC | 212 001 | -18,09 | 11 546 | -8,52 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 262 407 | 57,73 | 14 291 | 76,18 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 61 461 | 21,08 | 3 347 | 35,23 | ||||
2025-07-31 | 13F | Forte Asset Management Llc | 137 928 | -1,72 | 7 512 | 9,78 | ||||
2025-08-11 | 13F | Actinver Wealth Management, Inc. | 16 060 | -5,54 | 875 | 5,43 | ||||
2025-08-13 | 13F | Hobbs Wealth Management, LLC | 165 594 | 5,97 | 9 018 | 18,36 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 101 792 | 2,82 | 5 544 | 14,83 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 21 188 | 9,74 | 1 154 | 22,64 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 8 446 | 86,04 | 460 | 107,69 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 322 976 | 28,46 | 17 596 | 43,54 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 6 103 | 332 | ||||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 39 449 | -22,05 | 2 148 | -12,93 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 344 360 | 36,03 | 18 754 | 51,93 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2 314 | 16,05 | 113 | 9,80 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 7 425 | 13,81 | 404 | 27,04 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 93 599 | 0,50 | 5 097 | 12,24 | ||||
2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 113 413 | 6,95 | 6 176 | 19,46 | ||||
2025-08-14 | 13F | Betterment LLC | 48 201 | 15,08 | 3 | 0,00 | ||||
2025-07-29 | 13F | Private Trust Co Na | 26 526 | 6,53 | 1 445 | 18,95 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 50 917 | 1,35 | 2 773 | 13,19 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 565 738 | 2,27 | 30 810 | 14,23 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 38 221 | 13,00 | 2 082 | 26,20 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 13 210 | -1,96 | 719 | 9,60 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 161 422 | 864,17 | 8 791 | 977,33 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 11 077 | -1,14 | 603 | 10,44 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 7 735 | 421 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 35 867 | -20,57 | 2 | -50,00 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 66 779 | -20,68 | 3 637 | -11,40 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 836 476 | 1,07 | 45 554 | 12,89 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 9 953 | 542 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 559 166 | -2,63 | 193 832 | 8,75 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 16 815 | 10,52 | 916 | 23,48 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 143 778 | -1,59 | 7 827 | 9,88 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 155 816 | 19,66 | 8 486 | 33,64 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 55 682 | 7,55 | 3 032 | 20,13 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 65 679 | -3,03 | 3 570 | 6,13 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 269 612 | 97,52 | 14 683 | 109,91 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 19 489 | 0,00 | 950 | 0,00 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 17 561 | 10,84 | 956 | 23,83 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 55 004 | 1,05 | 2 996 | 12,85 | ||||
2025-08-07 | 13F | W Advisors, Llc | 38 093 | 0,44 | 2 075 | 12,17 | ||||
2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 149 631 | 8 149 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 46 063 | -2,49 | 2 509 | 8,90 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Basso Capital Management, L.p. | 292 | 0,00 | 16 | 7,14 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 118 313 | -1,42 | 6 443 | 10,10 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 562 647 | -1,73 | 30 642 | 9,76 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 5 635 | 295 | ||||||
2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 825 | 0,12 | 45 | 10,00 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 55 493 | 1,62 | 3 107 | 16,72 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4 895 | 267 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 5 879 | 72,40 | 320 | 95,12 | ||||
2025-08-04 | 13F | 4J Wealth Management LLC | 51 634 | 2 812 | ||||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 210 075 | -6,81 | 11 441 | 4,09 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 323 | -4,44 | 235 | 6,82 | ||||
2025-05-13 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 362 524 | 4,31 | 19 743 | 16,51 | ||||
2025-07-24 | 13F | Certus Wealth Management, LLC | 132 234 | -1,36 | 7 201 | 4,88 | ||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 700 333 | 0,15 | 38 140 | 11,85 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 1 778 292 | -0,22 | 96 846 | 11,45 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 5 086 623 | -0,72 | 277 017 | 10,88 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 344 939 | 7,77 | 291 085 | 20,37 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 12 691 | 6,93 | 691 | 19,55 | ||||
2025-08-15 | 13F | Morgan Stanley | 12 496 054 | 25,42 | 680 535 | 40,08 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 660 | -91,39 | 36 | -90,62 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 221 | 0,00 | 12 | 20,00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 18 362 | 336,26 | 1 000 | 387,32 | ||||
2025-07-24 | 13F | M1 Capital Management LLC | 137 632 | 1,56 | 7 495 | 13,42 | ||||
2025-07-24 | 13F | Eastern Bank | 113 | 6 | ||||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 180 820 | 9,54 | 9 847 | 22,35 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 73 450 | -2,31 | 4 102 | 16,90 | ||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 245 367 | -3,95 | 13 363 | 7,27 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 1 119 234 | -7,10 | 60 953 | 3,76 | ||||
2025-08-11 | 13F | Citigroup Inc | 20 | 1 | ||||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 58 419 | -0,34 | 2 772 | -7,72 | ||||
2025-07-18 | 13F | Cooper Financial Group | 20 652 | -48,83 | 1 125 | -42,89 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 419 652 | 2,53 | 22 854 | 14,52 | ||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | D.a. Davidson & Co. | 16 195 | 3,42 | 882 | 15,47 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 659 396 | 12,83 | 35 911 | 26,03 | ||||
2025-08-11 | 13F | Mosaic Advisors LLC | 3 743 | -36,53 | 204 | -29,27 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 460 | 243 | ||||||
2025-08-06 | 13F | One Wealth Capital Management, Llc | 141 855 | 1,16 | 7 725 | 12,99 | ||||
2025-08-13 | 13F | West Wealth Group, LLC | 527 911 | 5,14 | 29 574 | 20,37 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 4 547 581 | 10,53 | 247 661 | 23,45 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 51 568 | 208,92 | 2 808 | 245,39 | ||||
2025-08-04 | 13F | Atria Investments Llc | 877 030 | 9,01 | 47 763 | 21,76 | ||||
2025-08-14 | 13F | Quartz Partners, LLC | 8 476 | -0,74 | 462 | 10,82 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 29 372 | -5,84 | 1 596 | 4,93 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 545 298 | 32,73 | 29 697 | 48,24 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | PAX Financial Group, LLC | 322 722 | -3,06 | 17 575 | 8,27 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 178 407 | 2,41 | 9 716 | 14,39 | ||||
2025-08-25 | NP | VEGA - AdvisorShares STAR Global Buy-Write ETF | 99 527 | 0,00 | 5 420 | 11,71 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 26 739 | -8,26 | 1 456 | 2,46 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 128 224 | -1,18 | 6 983 | 10,39 | ||||
2025-08-07 | 13F | Weil Company, Inc. | 220 585 | 28,52 | 12 013 | 43,56 | ||||
2025-08-04 | 13F | Spire Wealth Management | 62 330 | 2,24 | 3 394 | 14,20 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 210 234 | 109,31 | 11 449 | 133,80 | ||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 121 760 | 0,91 | 6 817 | 15,88 | ||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 18 150 | 117,89 | 988 | 143,35 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 10 428 | -1,42 | 508 | -6,27 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 423 669 | 172,01 | 23 | 228,57 | ||||
2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Cowa, Llc | 26 156 | 1 424 | ||||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 57 686 | -0,08 | 3 142 | 11,62 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 30 | 0,00 | 2 | 0,00 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 15 728 | 31,18 | 857 | 46,58 | ||||
2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 212 486 | 54,52 | 11 572 | 72,57 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 53 533 | -31,04 | 2 915 | -22,99 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 8 548 | 36,16 | 466 | 51,96 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 26 732 | -6,39 | 1 456 | 4,53 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 20 862 | -1,37 | 1 136 | 10,18 | ||||
2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 122 810 | 6,89 | 6 688 | 19,39 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 477 | 0,00 | 0 | |||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 177 981 | 9 693 | ||||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 5 660 | 0,07 | 308 | 12,00 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 288 | 0,00 | 14 | 0,00 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 29 754 | 63,26 | 1 670 | 96,35 | ||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 24 407 | 4,85 | 1 382 | 19,55 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 609 461 | -6,05 | 33 191 | 4,93 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 7 497 | 66,16 | 408 | 85,45 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 29 004 | 74,06 | 1 580 | 94,46 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 625 | 34 | ||||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 639 009 | 6,05 | 34 800 | 18,04 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 3 682 | 201 | ||||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 194 975 | 10 618 | ||||||
2025-08-13 | 13F | Balance Wealth, LLC | 42 649 | 0,31 | 2 323 | 12,01 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 14 957 | -1,01 | 815 | 10,60 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 3 809 | 207 | ||||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 89 134 | 92,73 | 4 854 | 115,25 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 96 553 | 0,63 | 5 258 | 12,40 | ||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 1 644 822 | 1,19 | 89 577 | 13,02 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 30 893 | 1 682 | ||||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 15 421 | -8,89 | 840 | 1,70 | ||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 26 245 | 1,99 | 1 429 | 13,96 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 44 101 | 19,03 | 2 402 | 32,95 | ||||
2025-07-18 | 13F | BCU Wealth Advisors, LLC | 56 406 | 10,60 | 3 072 | 23,53 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 50 974 | 14,12 | 2 776 | 27,46 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 0 | -100,00 | 0 | |||||
2025-08-28 | 13F | Stark Wealth Management LLC | 98 000 | 5 096 | ||||||
2025-07-17 | 13F | KWB Wealth | 743 842 | 101,77 | 36 270 | 91,96 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 60 389 | 0,01 | 3 289 | 11,68 | ||||
2025-07-01 | 13F | Bush Investment Group, Llc | 65 620 | 1,75 | 3 574 | 13,65 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 19 343 | 1 053 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 10 805 | 606 | ||||||
2025-08-07 | 13F | Summit X, LLC | 388 485 | 20,07 | 21 157 | 34,10 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 5 439 | 7,62 | 296 | 20,33 | ||||
2025-08-04 | 13F | ArborFi Advisors, LLC | 111 474 | 25,47 | 6 071 | 40,12 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 327 075 | 4,04 | 17 812 | 16,20 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Ancora Advisors, LLC | 219 417 | 6,48 | 11 949 | 18,93 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 12 258 | -3,83 | 668 | 7,41 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 305 | 50,87 | 71 | 69,05 | ||||
2025-04-24 | 13F | Kingdom Financial Group LLC. | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | High Falls Advisors, Inc | 478 095 | -2,02 | 26 037 | 9,43 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 102 137 | -45,11 | 5 562 | -41,27 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 45 494 | 2 478 | ||||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | MA Private Wealth | 729 664 | -10,46 | 39 738 | 0,01 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 4 439 | -6,27 | 242 | 4,78 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 92 390 | 151,36 | 5 032 | 180,75 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 162 | 0,00 | 9 | 14,29 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 421 250 | -52,52 | 22 950 | -46,95 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 24 152 | -7,15 | 1 315 | 3,71 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 13 823 | 14,50 | 674 | 9,06 | ||||
2025-07-16 | 13F | ORG Partners LLC | 58 428 | 931,93 | 3 177 | 1 046,57 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 90 399 | 4,43 | 4 968 | 17,73 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 52 186 | 0,26 | 2 842 | 12,02 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 103 662 | 57,32 | 5 645 | 75,75 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 203 853 | -4,83 | 11 102 | 6,30 | ||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 124 981 | -0,12 | 6 806 | 11,56 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 99 192 | 17,72 | 5 403 | 31,50 | ||||
2025-06-03 | 13F | Invst, LLC | 236 925 | -40,44 | 11 552 | -43,33 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 99 595 | 5 424 | ||||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 644 | -40,59 | 35 | -32,69 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 400 505 | 3,57 | 21 811 | 15,68 | ||||
2025-07-18 | 13F | Foundry Financial Group, Inc. | 12 613 | -0,59 | 687 | 11,00 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 20 203 | 1 100 | ||||||
2025-07-01 | 13F | Private Client Services, Llc | 42 072 | 10,77 | 2 291 | 23,70 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6 486 | -10,72 | 353 | -0,28 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 6 360 | 14,16 | 346 | 27,68 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 43 764 | 5,71 | 2 383 | 18,09 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 89 015 | 4,42 | 4 848 | 16,63 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 25 720 | 4,79 | 1 398 | 29,11 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 19 636 | -70,36 | 1 069 | -66,90 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 225 095 | -1,98 | 12 259 | 9,48 | ||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES This fund is a listed as child fund of BlackRock, Inc. 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 | 3 180 174 | 0,71 | 173 192 | 12,49 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 50 839 | 2,51 | 2 769 | 14,47 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 30 601 | -91,08 | 1 667 | -90,04 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 134 360 | 3,05 | 7 317 | 15,10 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 25 067 | 79,04 | 1 365 | 100,15 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 79 796 | 33,13 | 4 346 | 48,70 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 6 043 | -0,84 | 329 | 10,77 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 315 192 | -33,19 | 17 165 | -25,38 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 93 832 | -59,09 | 5 110 | -54,31 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 19 290 | 1,21 | 1 051 | 13,02 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 33 497 | 51,58 | 1 824 | 69,36 | ||||
2025-07-29 | 13F | Swmg, Llc | 245 065 | 24,96 | 13 741 | 45,34 | ||||
2025-07-30 | 13F | Mason & Associates, LLC | 393 147 | 21 411 | ||||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 26 138 | 2,80 | 1 423 | 14,85 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 120 649 | 57,21 | 6 571 | 75,57 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 16 113 | -26,86 | 878 | -18,34 | ||||
2025-08-12 | 13F | Archer Investment Corp | 102 | 6 | ||||||
2025-05-12 | 13F | Sandy Spring Bank | 1 040 | 0,00 | 51 | -5,66 | ||||
2025-08-14 | 13F | UBS Group AG | 718 543 | -53,58 | 39 132 | -48,15 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 157 730 | 2,20 | 8 590 | 14,09 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | 101 589 | 5 533 | ||||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 19 876 | 2,94 | 1 082 | 14,98 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 4 444 | -0,40 | 242 | 11,52 | ||||
2025-08-08 | 13F | Creative Planning | 123 795 | -9,48 | 6 742 | 1,09 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 102 138 | 10,91 | 5 562 | 23,88 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 116 495 | 2,33 | 6 344 | 14,31 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 805 218 | 0,62 | 43 852 | 12,39 | ||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 67 176 | 9,30 | 4 | 50,00 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 103 361 | 9,27 | 5 629 | 22,05 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 0 | -100,00 | 0 | |||||
2025-04-30 | 13F | Sofos Investments, Inc. | 172 | 0,00 | 8 | 0,00 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 155 990 | 19,83 | 8 495 | 33,84 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 254 | 0,00 | 14 | 18,18 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 6 097 | 1,11 | 332 | 12,93 | ||||
2025-08-08 | 13F | Wealth Alliance | 392 474 | 3,68 | 21 374 | 15,80 | ||||
2025-08-11 | 13F | Theory Financial Llc | 89 493 | 4,91 | 5 011 | 20,46 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 11 015 | 2,54 | 600 | 14,53 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 50 035 | 13,39 | 2 725 | 26,64 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 239 639 | 10,58 | 13 051 | 23,51 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 18 844 | 1 026 | ||||||
2025-05-14 | 13F | Huntington National Bank | 95 | 1 780,00 | ||||||
2025-08-04 | 13F | Family Wealth Group, LLC | 17 422 | 1,55 | 949 | 13,40 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 29 974 | -11,72 | 1 632 | -1,39 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 103 146 | 6,14 | 5 617 | 18,55 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 9 987 | 0,97 | 544 | 12,66 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 28 401 | -5,72 | 2 | 0,00 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 73 102 | 1,46 | 3 981 | 13,32 | ||||
2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 16 513 | -72,05 | 805 | -73,41 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 15 917 | 19,32 | 867 | 33,23 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 223 318 | 29,80 | 175 446 | 44,87 | ||||
2025-07-15 | 13F | Kelly Financial Group Llc | 5 787 | -9,89 | 315 | 0,64 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Vise Technologies, Inc. | 22 516 | 1 226 | ||||||
2025-08-13 | 13F | Leslie Global Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Cynosure Management, Llc | 4 681 | 8,78 | 255 | 21,53 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 107 200 | 5 838 | ||||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 836 415 | -1,72 | 45 551 | 9,77 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 54 595 | -11,00 | 2 973 | -0,60 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 31 765 | 0,15 | 1 728 | 11,77 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 323 505 | 18,37 | 17 618 | 32,21 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 8 733 | 4 332,99 | 448 | 4 866,67 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 115 | 333 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 142 775 | 4,70 | 7 776 | 16,93 | ||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 4 870 | 265 | ||||||
2025-07-03 | 13F | First Hawaiian Bank | 330 222 | 2,82 | 17 984 | 14,84 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 130 755 | 5,01 | 7 121 | 11,58 | ||||
2025-04-15 | 13F | Collier Financial | 2 589 | -98,11 | 126 | -98,20 | ||||
2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 442 | 14,39 | 405 | 27,76 | ||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 601 069 | -1,47 | 32 734 | 10,05 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 118 298 | 273,18 | 6 443 | 316,96 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 138 896 | 15,62 | 7 564 | 29,14 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 42 204 | 3,23 | 2 298 | 15,30 | ||||
2025-08-14 | 13F | Sentinus, LLC | 239 073 | -2,82 | 13 020 | 8,54 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 32 573 | 0,00 | 1 774 | 11,65 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 235 316 | -11,87 | 12 815 | -1,57 | ||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 19 412 | 1 057 | ||||||
2025-08-13 | 13F | JT Stratford LLC | 19 997 | 15,73 | 1 089 | 29,33 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 19 720 | 1 074 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 129 968 | -3,22 | 7 078 | 8,09 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 671 231 | 32,88 | 36 555 | 48,42 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 51 570 | 2 809 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 1 856 325 | 5,96 | 101 096 | 18,34 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 12 760 | 50,79 | 695 | 68,45 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 282 180 | -25,03 | 15 368 | -16,27 | ||||
2025-08-11 | 13F | Sofi Wealth, Llc | 2 554 442 | 4,44 | 139 115 | 16,64 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 38 989 | 3,52 | 2 123 | 15,63 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 93 126 | 5 072 | ||||||
2025-08-06 | 13F | North Capital, Inc. | 98 | 0,00 | 5 | 25,00 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 595 696 | 0,72 | 32 | 14,29 | ||||
2025-08-13 | 13F | Keystone Financial Group | 351 727 | 0,39 | 19 155 | 12,13 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 71 238 406 | 3,67 | 3 879 644 | 15,79 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 421 | 0,00 | 23 | 10,00 | ||||
2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 172 084 | 3,36 | 9 372 | 15,45 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 148 | 8 | ||||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 26 785 | 8,78 | 1 443 | 20,25 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 28 097 | 13,56 | 1 530 | 26,87 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 45 544 | 268,99 | 2 480 | 312,65 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 155 434 | 37,43 | 7 579 | 30,75 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 277 065 | 6,50 | 15 452 | 21,81 | ||||
2025-07-25 | 13F | ONE Advisory Partners, LLC | 318 977 | 3,99 | 17 815 | 19,11 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 553 264 | 2,58 | 30 131 | 14,58 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 184 472 | -0,44 | 10 046 | 15,34 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 347 703 | 8,51 | 73 396 | 21,20 | ||||
2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 2 443 055 | 0,27 | 133 049 | 11,99 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 15 583 | 1 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2 679 741 | 94,33 | 145 939 | 117,04 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 36 | 0,00 | 2 | 0,00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 265 311 | -33,46 | 14 449 | -25,68 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 6 331 | 3,55 | 345 | 15,44 | ||||
2025-08-07 | 13F | PFG Advisors | 104 200 | 1,85 | 5 675 | 13,75 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 48 370 | 196,86 | 2 634 | 231,74 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 151 054 | 378,64 | 8 226 | 434,85 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Kelly Financial Services LLC | 375 317 | 4,78 | 20 440 | 17,03 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 186 031 | 1,60 | 10 131 | 13,47 | ||||
2025-08-05 | 13F | Tsfg, Llc | 392 369 | 24,52 | 21 | 40,00 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 041 | 57 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 387 629 | 20,26 | 21 110 | 34,32 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 138 | 8 | ||||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 105 145 | 31,99 | 5 765 | 57,13 | ||||
2025-08-07 | 13F | Keystone Financial Services | 353 394 | 0,91 | 19 246 | 12,71 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 38 060 | 3,63 | 2 073 | 15,75 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 29 984 | 279,40 | 1 633 | 323,90 | ||||
2025-05-07 | 13F | Objective Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Gwn Securities Inc. | 8 930 | -73,87 | 488 | -70,77 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 43 561 | -31,20 | 2 487 | -19,02 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 5 576 | -2,19 | 304 | 9,39 | ||||
2025-04-30 | 13F | Rehmann Capital Advisory Group | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 294 | -57,46 | 125 | -52,67 | ||||
2025-07-11 | 13F | Trinity Wealth Management, LLC | 75 939 | 4 136 | ||||||
2025-07-09 | 13F | Beacon Financial Group | 311 387 | 8,66 | 16 958 | 21,36 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 3 943 | -4,18 | 215 | 7,00 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 36 740 | 11,94 | 2 001 | 25,00 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 128 722 | 19,22 | 7 010 | 33,17 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 124 566 | 630,94 | 6 784 | 717,23 | ||||
2025-07-07 | 13F | RDA Financial Network | 26 260 | 1,90 | 1 430 | 13,85 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 46 560 | -0,37 | 2 536 | 11,28 | ||||
2025-07-31 | 13F | Fedenia Advisers LLC | 25 271 | -2,28 | 1 376 | 9,21 | ||||
2025-07-21 | 13F | Jmac Enterprises Llc | 228 806 | 29,54 | 12 461 | 44,68 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 125 325 | 1,29 | 6 825 | 13,26 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 146 | -49,31 | 64 | -40,00 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 15 438 | -6,03 | 841 | 5,00 | ||||
2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 7 506 | -4,75 | 409 | 6,25 | ||||
2025-08-07 | 13F | Allworth Financial LP | 3 683 | -9,13 | 201 | 3,63 | ||||
2025-08-08 | 13F | Royal Harbor Partners, LLC | 306 798 | -1,42 | 16 708 | 10,11 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 799 161 | 21,59 | 315 822 | 35,80 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 137 819 | 8,51 | 7 506 | 21,19 | ||||
2025-07-18 | 13F | Truist Financial Corp | 981 534 | 8,01 | 53 454 | 20,64 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 32 302 | 24,31 | 2 | 0,00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 620 928 | 47,15 | 33 660 | 64,51 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14 958 | 1 | ||||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 294 576 | 2,07 | 16 043 | 14,00 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 1 096 575 | 3,86 | 59 719 | 16,00 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 146 627 | 3,48 | 7 985 | 15,57 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 305 823 | 2,00 | 16 655 | 13,93 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 29 109 | 10,02 | 1 585 | 22,87 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 22 464 | 1,07 | 1 223 | 12,93 | ||||
2025-08-14 | 13F | Comerica Bank | 43 082 | 50,20 | 2 346 | 67,81 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 73 | -69,20 | 4 | -72,73 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 76 803 | 5,40 | 4 183 | 17,74 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 281 604 | -7,43 | 15 336 | 3,40 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 329 | 0,00 | 399 | 11,76 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 493 174 | 13,47 | 135 778 | 26,73 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 59 211 | -16,91 | 3 225 | -7,20 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 98 625 | 5 371 | ||||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 411 | -47,78 | 22 | -42,11 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 3 725 | 203 | ||||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 55 357 | 19,82 | 3 015 | 33,84 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 455 492 | -34,21 | 24 806 | -26,77 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 10 699 | 14,18 | 583 | 27,63 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 229 640 | 10,43 | 12 506 | 30,94 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 103 383 | 14,59 | 5 630 | 27,98 | ||||
2025-07-15 | 13F | Kentucky Trust Co | 1 045 | 57 | ||||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 58 396 | -74,91 | 3 180 | -71,98 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 122 170 | 18,30 | 6 653 | 32,14 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 229 496 | 2,54 | 12 498 | 14,52 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 30 776 | 17,83 | 1 676 | 31,66 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 23 869 | 0,07 | 1 300 | 11,69 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 026 | 219 | ||||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 4 411 | -12,98 | 242 | 2,54 | ||||
2025-07-24 | 13F | JB Capital LLC | 2 231 728 | 4,83 | 121 540 | 17,09 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 48 253 | -6,45 | 2 628 | 4,45 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 151 837 | 8 269 | ||||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 211 341 | 4,17 | 11 510 | 16,35 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 39 027 | 7,94 | 2 125 | 20,60 | ||||
2025-07-22 | 13F | Ffg Retirement Advisors Llc | 92 251 | 4,21 | 5 024 | 16,38 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 847 | -15,28 | 210 | -5,43 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 4 866 | 12,85 | 265 | 26,19 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 11 878 | 654 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6 604 596 | 9,72 | 360 | 22,53 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5 027 | 274 | ||||||
2025-07-16 | 13F | FORM Wealth Advisors, LLC | 2 285 263 | 47,24 | 124 455 | 64,45 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 30 229 | 167,70 | 1 646 | 199,27 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 517 275 | 29,78 | 28 171 | 44,95 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 87 561 | -0,91 | 4 769 | 10,68 | ||||
2025-07-09 | 13F | Veracity Capital LLC | 5 911 | 15,49 | 322 | 28,92 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 5 255 | 2,24 | 286 | 14,40 | ||||
2025-08-06 | 13F | BNP Paribas Asset Management Holding S.A. | 187 952 | 10 | ||||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 170 274 | -0,12 | 9 231 | 11,66 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 82 653 | 6,72 | 4 501 | 19,20 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 392 255 | 4,19 | 21 362 | 16,38 | ||||
2025-08-15 | 13F | Scissortail Wealth Management, LLC | 209 859 | 3,52 | 11 429 | 15,62 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 26 241 | 2,00 | 1 429 | 13,96 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 315 275 | -3,63 | 17 170 | 7,64 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 1 105 | 0,00 | 60 | 13,21 | ||||
2025-07-17 | 13F | Western Financial Corp/CA | 5 853 | -2,43 | 319 | 8,90 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 15 084 | 11,18 | 821 | 24,21 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 48 906 | 2,43 | 2 654 | 13,96 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 89 757 | 2,11 | 4 888 | 14,05 | ||||
2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 159 659 | 8 695 | ||||||
2025-08-13 | 13F | Mcmorgan & Co Llc | 697 404 | -1,45 | 37 981 | 10,07 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 202 381 | 127,79 | 11 022 | 154,41 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100,00 | 0 | ||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 85 457 | 1,42 | 4 654 | 13,29 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6 669 338 | -6,90 | 363 212 | 3,99 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 305 344 | -1,12 | 17 136 | 15,10 | ||||
2025-08-07 | 13F | Nwam Llc | 49 835 | -0,35 | 2 792 | 14,48 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 40 587 | 227,71 | 2 210 | 266,50 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 459 635 | 6,92 | 25 032 | 19,46 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 63 553 | 3 461 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 212 868 | 69,24 | 11 614 | 90,38 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 2 437 | 0,00 | 133 | 11,86 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 130 540 | 10,82 | 7 109 | 23,79 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 198 272 | 5,46 | 10 798 | 17,78 | ||||
2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 27 224 | -1,34 | 1 483 | 10,19 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 398 572 | 2,91 | 19 434 | -2,09 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 292 | 0,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Vident Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 98 | 0,00 | 5 | 25,00 | ||||
2025-08-12 | 13F | Argent Trust Co | 65 401 | 33,78 | 3 562 | 49,43 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Spinnaker Trust | 505 292 | 104,08 | 27 518 | 127,95 |