Statistiques de base
| Propriétaires institutionnels | 549 total, 549 long only, 0 short only, 0 long/short - change of 0,92% MRQ |
| Allocation moyenne du portefeuille | 0.8768 % - change of -7,47% MRQ |
| Actions institutionnelles (Long) | 100 073 912 (ex 13D/G) - change of 0,60MM shares 0,61% MRQ |
| Valeur institutionnelle (Long) | $ 11 139 132 USD ($1000) |
Participation institutionnels et actionnaires
Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (US:GSLC) détient 549 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 100,073,912 actions. Les principaux actionnaires incluent Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Betterment LLC, Morgan Stanley, Signature Estate & Investment Advisors Llc, Bank Of America Corp /de/, LPL Financial LLC, Envestnet Asset Management Inc, Goldman Sachs Group Inc, and SigFig Wealth Management, LLC .
Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (ARCA:GSLC) 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 127,78 / share. Previously, on September 9, 2024, the share price was 107,26 / share. This represents an increase of 19,13% 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 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.
Mettre à niveau
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 269 640 | 7,93 | 32 729 | 19,00 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 140 | 0,00 | 17 | 13,33 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 135 886 | -1,03 | 14 863 | -6,01 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 99 | 0,00 | 12 | 20,00 | ||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | First International Bank & Trust | 3 623 | 0,00 | 440 | 10,30 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 2 640 | 0,00 | 320 | 10,34 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 16 037 | -6,92 | 1 947 | 6,57 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 180 523 | 2,93 | 21 912 | 13,49 | ||||
| 2025-05-08 | 13F | Heritage Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 160 565 | 2,87 | 19 489 | 13,43 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 49 329 | -12,04 | 5 988 | -3,01 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 356 | 0,00 | 43 | 10,26 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 27 031 | -7,11 | 3 281 | 2,44 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 5 000 | 0,00 | 607 | 10,18 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 13 247 | -3,14 | 1 458 | -7,43 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 7 442 | 0,00 | 910 | 10,99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64 427 | 3,39 | 8 | 16,67 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 321 942 | 1,27 | 39 077 | 11,66 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 502 401 | -2,28 | 60 981 | 7,75 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 17 323 | 5,40 | 2 103 | 16,20 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 434 | 0,00 | 53 | 10,64 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 599 651 | 5,54 | 680 | 16,27 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 218 | 0,00 | 26 | 13,04 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 807 277 | 0,94 | 219 367 | 11,30 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 233 | 42,94 | 28 | 64,71 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 40 | 0,00 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 382 | 46 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 40 762 | 1,35 | 4 948 | 11,75 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 443 | -94,14 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16 443 | 1,60 | 1 996 | 7,03 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 42 586 | -2,28 | 5 169 | 7,75 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 4 330 | 0,00 | 477 | -4,42 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 852 241 | 4,00 | 103 442 | 14,67 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2 618 | 0,00 | 318 | 10,07 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 32 | 0,00 | 4 | 0,00 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 590 | 0,17 | 72 | 10,94 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 69 | 0,00 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 586 | -7,68 | 191 | 2,14 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 54 | -76,82 | 7 | -76,00 | ||||
| 2025-05-05 | 13F | Genesis Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 945 | -15,25 | 115 | -6,56 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 96 856 | 1,96 | 11 756 | 12,43 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3 784 | 7,93 | 459 | 19,22 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 103 768 | 55,07 | 12 595 | 70,99 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 5 571 | 2,56 | 613 | -2,39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 741 | 2,83 | 454 | 13,50 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19 626 | 97,01 | 2 382 | 117,34 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 85 177 | -0,70 | 10 339 | 9,49 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 27 636 | -4,56 | 3 355 | 5,24 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 889 | -5,03 | 229 | 5,05 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 244 | 10,91 | 30 | 20,83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 350 073 | 3,01 | 42 492 | 13,58 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9 055 | 0,00 | 1 099 | 10,34 | ||||
| 2025-08-07 | 13F | PFG Advisors | 75 040 | 13,96 | 9 037 | 24,68 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 564 | -17,27 | 433 | -8,86 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 8 000 | -43,44 | 971 | -37,60 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 33 647 | 0,30 | 4 084 | 10,62 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 6 787 | -17,02 | 824 | -8,56 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 204 396 | -15,50 | 24 775 | -7,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 168 093 | 7,70 | 20 403 | 18,75 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 51 | 6 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 4 118 | 1,80 | 512 | 15,06 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 2 982 | -5,93 | 364 | 3,12 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 228 | 0,00 | 28 | 8,00 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 212 708 | -0,31 | 25 819 | 9,92 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 10 931 | 9,49 | 1 327 | 20,66 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 103 595 | -3,42 | 12 574 | 6,51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 737 | -1,51 | 2 274 | 8,60 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 18 091 | 277,92 | 2 196 | 317,30 | ||||
| 2025-08-19 | NP | GAPIX - Goldman Sachs Dynamic Global Equity Fund Institutional | 135 595 | -5,64 | 16 459 | 4,05 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4 304 | -9,94 | 522 | -0,76 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 38 560 | 5,04 | 4 680 | 15,81 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 15 141 | -6,04 | 1 838 | 3,61 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1 090 | 132 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 463 502 | 3,11 | 541 780 | 13,69 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 5 000 | -34,23 | 607 | -27,51 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 593 | 14,78 | 679 | 26,49 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 126 | 82,21 | 744 | 100,81 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 403 | -13,52 | 49 | -5,88 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 343 | -10,66 | 406 | -1,46 | ||||
| 2025-04-14 | 13F | Bank of New Hampshire | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 119 | 0,00 | 14 | 7,69 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 651 | -45,53 | 200 | -39,94 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group 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 | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 4 305 | 8,99 | 523 | 20,28 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 166 877 | -0,01 | 20 256 | 10,26 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 821 | 100 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5 135 | 0,00 | 623 | 10,27 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 136 | 10,57 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7 261 | 1,69 | 881 | 12,23 | ||||
| 2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 37 902 | -3,74 | 4 601 | 6,14 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11 666 | 0,00 | 1 416 | 10,28 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 694 413 | -9,07 | 84 288 | 0,27 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12 963 | -3,76 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 340 182 | 9,11 | 41 | 20,59 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 7 308 | 2,17 | 909 | 17,31 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 8 350 | 0,00 | 919 | -4,37 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 19 265 | -0,41 | 2 338 | 9,82 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 9 704 | 1 178 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 128 549 | -8,98 | 15 603 | 0,37 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 4 188 | -13,63 | 461 | -17,38 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 107 427 | 1,30 | 13 040 | 11,70 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 298 | -41,11 | 36 | -34,55 | ||||
| 2025-05-07 | 13F | Nvwm, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 5 483 208 | 0,96 | 665 552 | 11,32 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 614 | -13,64 | 439 | -4,78 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 2 360 | 0,08 | 286 | 10,42 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 2 216 | 0,00 | 269 | 10,29 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 256 297 | -20,49 | 31 109 | -12,33 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 289 | 0,00 | 278 | 10,36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 18 520 | -23,30 | 2 248 | -15,46 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 127 | -1,40 | 622 | 8,74 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 061 | 341,89 | 493 | 387,13 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 3 819 | 0,00 | 464 | 10,24 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 33 095 | -2,10 | 4 017 | 7,95 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 19 760 | 0,00 | 2 398 | 10,25 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 26 | 0,00 | 3 | 50,00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 12 125 | -5,38 | 1 472 | 4,33 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 798 650 | 7,34 | 96 940 | 18,36 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 5 749 | 0,00 | 698 | 10,28 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 158 848 | 82,98 | 19 281 | 101,78 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 7 075 | 0,00 | 859 | 10,28 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 41 052 | 9,52 | 4 992 | 21,26 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 3 196 | 8,49 | 388 | 19,44 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 125 | 0,81 | 15 | 15,38 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1 691 | 205 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 45 200 | 11,03 | 5 486 | 22,43 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 140 | -17,09 | 138 | -8,61 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 109 | -29,99 | 135 | -22,99 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 228 474 | -0,10 | 27 732 | 9,97 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 24 170 | 2 934 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 24 991 | -1,70 | 3 033 | 8,40 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 335 | -46,23 | 41 | -41,18 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2 740 | 0,00 | 333 | 10,30 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 200 | 0,00 | 24 | 9,09 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 5 378 | 0,00 | 653 | 10,14 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16 665 | 0,04 | 2 023 | 10,31 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 52 079 | 0,01 | 6 321 | 10,28 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 17 609 | 0,00 | 2 137 | 10,27 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 60 031 | -15,80 | 7 287 | -7,16 | ||||
| 2025-08-19 | NP | GGSIX - Goldman Sachs Growth Strategy Portfolio Institutional | 345 385 | 5,02 | 41 923 | 15,80 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 17 975 | -53,61 | 2 182 | -48,86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 77 195 | 3,50 | 9 370 | 14,12 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 42 973 | -3,25 | 5 216 | 6,69 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 242 264 | 13,66 | 29 406 | 19,78 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 13 026 | -0,21 | 1 581 | 10,10 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 18 024 | 0,00 | 2 | 100,00 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 429 334 | -1,16 | 52 | 10,64 | ||||
| 2025-08-14 | 13F | Family Management Corp | 96 907 | 3,93 | 11 763 | 14,59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 800 | -93,18 | 704 | -92,48 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24 531 | 2 978 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 6 449 | 0,00 | 783 | 10,30 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 132 | -47,20 | 16 | -40,74 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9 797 | 2,32 | 1 189 | 12,81 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 501 | 8,13 | 304 | 19,29 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 1 943 | -4,94 | 236 | 4,44 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 189 | -56,55 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 495 | -34,00 | 60 | -26,83 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2 531 | 307 | ||||||
| 2025-07-28 | 13F | IFC Advisors LLC | 3 761 | -22,15 | 457 | -14,12 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 5 343 | 0,00 | 649 | 10,20 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 6 819 | 0,00 | 828 | 10,27 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 58 662 | 3,49 | 7 120 | 14,12 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 485 | 0,00 | 59 | 15,69 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 31 008 | 0,07 | 3 764 | 10,35 | ||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 7 627 | -4,11 | 926 | 5,71 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 1 964 | -19,28 | 238 | -10,86 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 439 959 | 80,68 | 53 448 | 99,40 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3 743 | -1,50 | 468 | 13,63 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 11 741 | -4,23 | 1 425 | 5,63 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 46 678 | 4,95 | 5 666 | 15,71 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 1 904 | 0,00 | 231 | 10,53 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 069 380 | 0,49 | 372 561 | 10,80 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 1 868 | 0,00 | 228 | 13,43 | ||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 53 463 | -3,37 | 6 489 | 6,55 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 134 025 | 2,20 | 16 268 | 12,70 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 719 | 0,00 | 87 | 10,13 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 399 | 0,00 | 48 | 11,63 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 2 853 | 0,00 | 346 | 10,19 | ||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 85 039 | -5,60 | 10 322 | 4,09 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 20 354 | -12,85 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 579 | 22,40 | 920 | 34,95 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 150 | -8,64 | 1 839 | 0,71 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 116 | 0,00 | 14 | 16,67 | ||||
| 2025-07-16 | 13F | First American Bank | 7 960 | 0,00 | 966 | 10,27 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 3 883 | 38,88 | 471 | 53,42 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 11 704 | -9,68 | 1 421 | -4,83 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 246 | -64,04 | 394 | -60,42 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 3 923 | 11,54 | 476 | 23,00 | ||||
| 2025-05-12 | 13F | Berger Financial Group, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 137 088 | 0,29 | 16 640 | 10,58 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 135 | 0,00 | 16 | 14,29 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 82 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 6 777 | 1,35 | 823 | 11,84 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 14 431 | 0,78 | 1 752 | 11,10 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2 239 | -36,41 | 272 | -29,97 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 558 807 | 0,01 | 67 828 | 10,28 | ||||
| 2025-08-07 | 13F | Commerce Bank | 3 570 | 0,00 | 433 | 10,46 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 136 561 | 0,65 | 137 956 | 10,98 | ||||
| 2025-04-15 | 13F | Flywheel Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 713 | 1 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 23 160 | -0,68 | 2 811 | 9,55 | ||||
| 2025-07-15 | 13F | Tepp RIA, LLC | 4 929 | 104,18 | 598 | 125,66 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 143 712 | 1,40 | 17 444 | 11,81 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 2 255 | 0,27 | 274 | 10,53 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 584 | -27,56 | 314 | -20,15 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 3 878 | -5,37 | 471 | 4,21 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6 146 | 18,99 | 746 | 31,34 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16 103 | 32,75 | 1 955 | 46,37 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 105 293 | -1,18 | 12 780 | 8,96 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 80 056 | -1,84 | 9 717 | 8,24 | ||||
| 2025-04-10 | 13F | Charles Schwab Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 773 | -3,11 | 215 | 6,97 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | TD Capital Management LLC | 6 770 | 11,50 | 822 | 22,90 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 10 687 | 1 297 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 1 871 | 227 | ||||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 60 486 | 76,53 | 7 342 | 94,67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 66 641 | 145,47 | 8 089 | 170,68 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 633 | -17,25 | 77 | -9,52 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3 905 | -35,13 | 474 | -28,55 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 60 195 | 19,53 | 7 268 | 31,94 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 355 944 | -0,21 | 43 204 | 10,03 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 639 | 0,00 | 78 | 10,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 371 | 111,08 | 409 | 133,71 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7 449 | -0,75 | 904 | 23,33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 815 | 4,47 | 706 | 15,20 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 41 739 | 353,93 | 5 066 | 399,61 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 541 738 | 1,77 | 65 756 | 12,22 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 207 455 | -7,41 | 25 101 | 3,28 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 70 998 | 2,68 | 8 618 | 13,22 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 94 655 | -1,41 | 11 | 10,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 65 417 | -0,20 | 7 940 | 10,05 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3 085 | 0,00 | 374 | 10,32 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 26 577 | 4,38 | 3 226 | 15,10 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 325 | 61,69 | 39 | 77,27 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2 398 | 0,00 | 291 | 10,65 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 114 | 0,00 | 14 | 8,33 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 632 | 441 | ||||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 4 221 | 512 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 447 | -15,82 | 54 | -6,90 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 1 936 | 0,00 | 235 | 9,86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 559 083 | 0,26 | 68 | 9,84 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 3 241 | 4,18 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 181 448 | 2,37 | 22 024 | 12,88 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 702 | 0,14 | 85 | 10,39 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 75 | 0,00 | 9 | 12,50 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 145 280 | -0,41 | 17 634 | 9,81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11 522 | 0,00 | 1 399 | 10,25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 27 211 | 840,26 | 3 303 | 938,36 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 6 749 | 0,21 | 820 | 10,53 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 233 364 | -7,82 | 28 326 | 1,64 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 11 352 | -1,30 | 1 378 | 8,77 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 9 790 | -1,45 | 1 188 | 8,69 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 2 012 | 247 | ||||||
| 2025-07-16 | 13F | American National Bank | 31 445 | -8,20 | 3 817 | 1,22 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 304 | 2,26 | 2 100 | 12,78 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 11 061 | -23,28 | 1 343 | -15,38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 606 911 | -2,80 | 73 667 | 7,18 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 151 425 | -1,07 | 18 380 | 11,54 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 283 | -12,38 | 31 | -16,22 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 3 648 | 0,00 | 443 | 10,22 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 113 | -9,60 | 14 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 491 025 | 2,28 | 302 361 | 12,78 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 200 | 24 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 87 | 11 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 918 | 0,00 | 111 | 9,90 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 100 | 148,88 | 740 | 175,09 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 | 0 | ||||||
| 2025-08-05 | 13F | Everest Management Corp. | 21 183 | 0,00 | 2 571 | 10,30 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 720 | -92,05 | 87 | -91,27 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 172 | 0,58 | 21 | 5,26 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 52 476 | -0,63 | 6 370 | 9,56 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 760 | -20,75 | 92 | -12,38 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 2 609 | 0,00 | 317 | 10,10 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5 529 | 0,14 | 671 | 10,54 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 442 542 | -1,68 | 48 715 | -6,03 | ||||
| 2025-05-14 | 13F | Straightline Group Llc | 0 | -100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 1 790 | -1,59 | 217 | 8,50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 283 | 34 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 214 400 | 0,67 | 26 024 | 11,00 | ||||
| 2025-09-03 | 13F | American Trust | 10 671 | 1 295 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 385 | 18,46 | 47 | 31,43 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 3 442 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 47 401 | -1,89 | 5 754 | 8,18 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 275 | 0,00 | 33 | 10,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 145 164 | 2,08 | 17 620 | 12,56 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 071 101 | 6,10 | 130 010 | 16,99 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4 600 | 84,00 | 558 | 102,91 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 77 453 | -0,11 | 9 401 | 10,15 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 4 613 | 0,00 | 560 | 10,26 | ||||
| 2025-08-19 | NP | GIPIX - Goldman Sachs Balanced Strategy Portfolio Institutional | 68 493 | 0,00 | 8 314 | 10,27 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 65 851 | -5,71 | 7 993 | 3,97 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 272 | 160 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 16 426 | -8,37 | 1 994 | 1,01 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 298 978 | 55,06 | 36 290 | 70,97 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1 020 | 0,00 | 124 | 9,82 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 128 389 | -5,65 | 15 584 | 10,34 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 2 800 | 340 | ||||||
| 2025-05-08 | 13F | One Charles Private Wealth Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 5 744 | -22,52 | 697 | -14,58 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 225 | 27 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 270 | 33 | ||||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 4 280 | 0,00 | 520 | 10,19 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 250 514 | 1 113,79 | 30 407 | 1 238,93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 457 | 75,10 | 55 | 96,43 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3 523 | 0,00 | 428 | 10,34 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 145 | 0,00 | 139 | 9,52 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 62 | 0,00 | 7 | 16,67 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 63 590 | -0,55 | 7 719 | 9,66 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 4 652 | 0,00 | 565 | 10,16 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 81 | -47,40 | 10 | -43,75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 25 925 | 8,26 | 3 147 | 19,35 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 1 207 932 | -2,33 | 146 619 | 7,69 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 398 351 | -0,98 | 48 352 | 9,19 | ||||
| 2025-07-31 | 13F | CNB Bank | 1 127 | 0,00 | 137 | 9,68 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3 429 | 416 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 268 | 0,00 | 275 | 10,44 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 500 | 0,00 | 61 | 9,09 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 81 851 | -5,23 | 9 935 | 4,50 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 27 | 0,00 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 836 846 | 24,39 | 101 576 | 37,16 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 6 270 | 0,00 | 761 | 10,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 006 474 | 3,66 | 364 926 | 14,30 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 5 337 | -0,37 | 648 | 9,85 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 993 | 7,04 | 727 | 18,02 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 266 | 32 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 40 | 566,67 | 5 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 16 319 | 42,20 | 1 981 | 56,77 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 30 | 0,00 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 1 794 | 218 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 962 | 30,63 | 238 | 44,24 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 27 046 | -6,51 | 3 283 | 3,08 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 155 581 | -3,08 | 17 126 | -7,37 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 76 472 | -5,71 | 9 282 | 3,98 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 23 590 | 0,00 | 2 597 | 0,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 699 | 2,35 | 328 | 12,76 | ||||
| 2025-08-14 | 13F | Fmr Llc | 86 063 | 1,72 | 10 446 | 12,17 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 541 | 0,00 | 66 | 10,17 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 1 977 | 0,05 | 240 | 10,14 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 2 895 | 0,07 | 351 | 10,38 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 115 855 | 801,31 | 14 062 | 894,48 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 538 | 66,10 | 429 | 83,33 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 114 | 0,00 | 14 | 8,33 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Busey Wealth Management | 2 584 | 0,00 | 314 | 10,21 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 14 116 | 3,09 | 1 713 | 13,67 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 4 063 | 11,04 | 508 | 33,42 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 626 | -11,46 | 69 | -16,05 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 96 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 3 612 | 0,00 | 438 | 10,33 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 472 118 | 6,68 | 57 306 | 17,63 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 10 423 | 0,23 | 1 265 | 10,58 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 2 237 | 0,27 | 272 | 10,61 | ||||
| 2025-07-15 | 13F | Penn Davis Mcfarland Inc | 2 000 | 0,00 | 243 | 10,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 45 622 | -11,99 | 5 538 | -2,96 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 3 571 | -36,31 | 433 | -29,82 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 22 656 | 30,82 | 2 750 | 44,28 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 24 508 | 4,60 | 2 975 | 15,32 | ||||
| 2025-08-12 | 13F | Bokf, Na | 435 | 0,00 | 53 | 10,64 | ||||
| 2025-07-17 | 13F | KWB Wealth | 3 737 | -14,33 | 411 | -18,13 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 126 | 0,00 | 15 | 15,38 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21 668 | 0,70 | 2 630 | 11,06 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 654 | 201 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 513 062 | 0,83 | 62 276 | 11,18 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 587 | 2,44 | 71 | 12,70 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 4 853 | 589 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 4 268 | 518 | ||||||
| 2025-08-14 | 13F | Potentia Wealth | 6 913 | 0,00 | 839 | 10,39 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 2 400 | 0,00 | 291 | 10,23 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 7 281 | -33,74 | 802 | -38,53 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 874 | 52,00 | 106 | 70,97 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 2 042 | -3,08 | 225 | -7,44 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 11 503 | -1,28 | 1 396 | 8,89 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 11 106 | 63,59 | 1 348 | 80,46 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 677 | -39,61 | 82 | -33,33 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 82 114 | 463,00 | 9 967 | 520,93 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 389 200 | 9,10 | 47 241 | 20,30 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 17 085 | -7,44 | 2 074 | 2,07 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 37 926 | 4 604 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 693 | 0,63 | 1 327 | 13,43 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6 909 934 | -0,57 | 838 728 | 9,63 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4 727 | 0,02 | 574 | 10,19 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 4 330 | 526 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 2 731 | 0,00 | 331 | 10,33 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 360 800 | 29,82 | 43 794 | 43,15 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 154 010 | 14,02 | 18 694 | 25,73 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 21 942 | 0,28 | 2 663 | 10,59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 29 751 625 | -0,60 | 3 611 252 | 9,60 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 936 162 | 4,16 | 113 631 | 14,85 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 3 638 | 0,00 | 442 | 10,25 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 153 040 | -3,77 | 18 576 | 6,11 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 2 466 | -16,49 | 299 | -8,00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 278 | 0,00 | 34 | 10,00 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 9 656 | 3,86 | 1 172 | 14,57 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 3 646 | 0,00 | 443 | 10,22 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 897 | 0,00 | 231 | 9,52 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 197 | 0,00 | 24 | 9,52 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 35 724 | 2,89 | 4 336 | 13,45 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 3 851 | -18,46 | 467 | -10,02 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2 191 | 0,05 | 266 | 10,37 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10 423 | 13,83 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8 042 | -4,68 | 1 005 | 8,30 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53 021 | 43,47 | 6 | 50,00 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 55 616 | -1,58 | 6 751 | 8,52 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 910 | -12,16 | 353 | -3,02 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 417 | 0,00 | 51 | 11,11 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5 129 | -1,59 | 623 | 8,55 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | E&G Advisors, LP | 22 675 | -0,55 | 2 752 | 9,69 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 392 | 0,26 | 48 | 9,30 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 200 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 3 861 | -18,92 | 469 | -10,69 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 39 | 0,00 | 5 | 0,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 10 563 | 203,19 | 1 282 | 234,73 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 1 799 | 0 | ||||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 2 743 | -0,90 | 333 | 9,21 | ||||
| 2025-08-19 | NP | GOIIX - Goldman Sachs Growth and Income Strategy Portfolio Institutional | 223 124 | 0,00 | 27 083 | 10,26 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 3 500 | 0,00 | 425 | 10,13 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 16 | 0,00 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1 986 | -0,05 | 243 | 16,83 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 646 | 86,17 | 78 | 105,26 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 24 453 | 1,42 | 2 968 | 11,83 | ||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 687 | 83 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 51 791 | 9,55 | 5 701 | 4,70 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 445 | 0,00 | 54 | 12,50 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 12 880 | -7,20 | 1 563 | 2,36 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 3 960 | -80,85 | 481 | -78,91 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 140 | 7,94 | 381 | 19,06 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 2 000 | 0,00 | 243 | 10,00 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 105 089 | -1,19 | 12 756 | 8,94 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 239 | 0,00 | 29 | 11,54 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 165 | 0,00 | 268 | 1 383,33 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 3 935 | 0,00 | 478 | 10,16 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 73 855 | 0,18 | 8 964 | 10,46 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 313 | 0,00 | 38 | 8,82 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 4 239 | -0,66 | 515 | 9,59 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 179 519 | 12,34 | 21 790 | 18,40 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 2 894 | -99,18 | 351 | -99,10 | ||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 281 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 140 252 | 15 747,68 | 17 024 | 17 449,48 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 8 362 | -2,85 | 1 015 | 7,07 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 141 | 0,71 | 17 | 13,33 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 47 250 | 5,37 | 5 735 | 16,19 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 13 | 2 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 736 | 154,17 | 211 | 180,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5 187 | 6,82 | 630 | 17,79 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 10 935 | 1,94 | 1 327 | 12,46 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 322 | 0,00 | 39 | 11,43 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 13 848 | -1,47 | 1 681 | 8,60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1 941 | -0,87 | 236 | 9,30 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4 742 | 0,42 | 576 | 10,79 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61 637 | 27,52 | 7 482 | 40,62 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 310 | -38,00 | 38 | -32,73 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 693 952 | -8,18 | 84 | 0,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 595 | -7,56 | 436 | 1,87 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 15 114 | 100,66 | 1 835 | 121,23 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 294 494 | -23,33 | 36 | -16,67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 900 | 46,89 | 473 | 61,99 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 19 790 | -0,54 | 2 402 | 9,68 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 427 800 | 8,77 | 51 926 | 19,94 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 47 742 | -10,31 | 5 795 | -1,11 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 27 629 | 3 354 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2 870 | 7,85 | 348 | 19,18 | ||||
| 2025-08-14 | 13F | Comerica Bank | 89 881 | -3,07 | 10 910 | 6,88 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 9 602 | 13,14 | 1 165 | 24,33 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 4 193 | 0,00 | 509 | 10,20 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 11 901 | 0,00 | 1 | 0,00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 514 | 0,00 | 62 | 10,71 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4 731 | -0,04 | 574 | 10,38 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 7 445 | -0,04 | 904 | 10,26 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 5 027 | 0,00 | 553 | -4,49 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 68 593 | -1,36 | 8 326 | 8,75 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 172 | -22,97 | 506 | -15,10 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 811 380 | 1,28 | 98 485 | 11,68 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 250 | 0,00 | 30 | 11,11 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 31 244 | -0,81 | 3 792 | 9,37 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 13 498 | 21,99 | 1 638 | 34,48 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 97 | 0,00 | 12 | 10,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5 241 | 0,58 | 636 | 10,99 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | White Lighthouse Investment Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | LongView Wealth Management | 2 030 | 246 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 52 384 | 5,13 | 6 358 | 15,92 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9 778 | 0,88 | 1 187 | 11,15 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 376 614 | -3,81 | 45 713 | 6,06 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 677 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Hummer Financial Advisory Services Inc | 2 000 | 0,00 | 243 | 10,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 | 1 | ||||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 17 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Ledyard National Bank | 104 945 | -1,52 | 12 738 | 8,59 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 613 | 0,16 | 74 | 10,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 865 | -1,93 | 105 | 7,22 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5 394 | -7,32 | 655 | 2,19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2 809 | -0,35 | 341 | 9,68 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 55 | 0,00 | 7 | 0,00 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 254 746 | -6,04 | 30 921 | 3,61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 33 534 | 3,37 | 4 070 | 13,97 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 6 485 | 1,42 | 787 | 11,95 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 271 060 | -6,39 | 32 902 | 3,22 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 14 077 | 2,97 | 1 709 | 13,56 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 13 360 | 16,45 | 1 471 | 46,85 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 80 | 0,00 | 10 | 12,50 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3 225 | 29,83 | 391 | 43,22 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 351 | 0,00 | 43 | 10,53 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 21 387 | 13,58 | 2 596 | 25,29 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 35 189 | -1,04 | 4 271 | 9,12 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 510 081 | -19,05 | 62 684 | -9,63 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 6 179 | 0,00 | 750 | 10,29 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 150 | 12,97 | 140 | 24,11 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 6 324 | -62,18 | 768 | -58,32 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 347 | 0,29 | 42 | 10,53 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 7 441 | -6,52 | 903 | 3,08 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 144 295 | -31,98 | 17 514 | -25,00 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 167 697 | -1,74 | 20 355 | 8,35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25 374 | -0,46 | 3 080 | 9,77 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 177 119 | -62,97 | 21 499 | -50,99 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 113 504 | 1,99 | 13 777 | 12,47 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4 940 | 30,38 | 600 | 43,65 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4 506 | 547 | ||||||
| 2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 122 901 | 2,88 | 14 918 | 13,44 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 8 890 | 8,93 | 1 104 | 22,83 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 13 349 | 1,51 | 1 620 | 11,96 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 205 | 0,00 | 25 | 9,09 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 5 434 | 19,35 | 660 | 31,54 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22 853 | 2,40 | 2 774 | 12,91 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 21 132 | -0,33 | 2 565 | 9,94 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 3 000 | 0,00 | 364 | 10,30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 103 | 97,41 | 1 955 | 117,84 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 3 735 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 2 335 | 0,00 | 283 | 10,12 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2 180 | -1,40 | 265 | 8,64 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 454 | 0,00 | 55 | 12,24 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 3 535 | 0,00 | 429 | 10,28 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 39 271 | 101,77 | 4 767 | 112,67 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1 803 | 219 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 10 088 | -3,88 | 1 240 | 7,27 | ||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 47 379 | 24,36 | 5 751 | 37,13 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 1 670 | 0,24 | 203 | 10,38 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1 896 | 230 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 215 | 26 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 849 | 22,86 | 224 | 35,76 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 3 827 | 0,03 | 465 | 10,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 100 | -61,83 | 12 | -60,71 | ||||
| 2025-07-18 | 13F | Vicus Capital | 12 315 | 15,64 | 1 495 | 27,47 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 16 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 169 436 | 7,69 | 263 326 | 18,75 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 39 145 | 30,11 | 4 751 | 43,49 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 452 | 120,49 | 55 | 145,45 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 12 | -93,22 | 1 | -94,74 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1 797 | 218 | ||||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 182 | 0,00 | 22 | 10,00 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 130 453 | 9,10 | 15 834 | 20,29 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 17 077 | -3,76 | 2 073 | 6,09 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 116 477 | -2,25 | 14 138 | 7,78 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 24 256 | 3,36 | 2 944 | 13,98 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 1 857 | 0,00 | 225 | 10,29 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 78 023 | 8,51 | 9 470 | 19,65 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 107 325 | 4,37 | 13 412 | 25,40 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 2 143 | -1,79 | 260 | 8,33 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 1 866 322 | -0,03 | 225 339 | 10,36 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 22 309 | -42,14 | 2 715 | -36,03 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 651 531 | 3,08 | 79 083 | 13,66 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 746 | -2,36 | 91 | 7,14 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 235 | 30,56 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 78 | 0,00 | 9 | 12,50 |
Other Listings
| MX:GSLC |
