Statistiques de base
Propriétaires institutionnels | 416 total, 416 long only, 0 short only, 0 long/short - change of 4,84% MRQ |
Allocation moyenne du portefeuille | 0.6141 % - change of 1,61% MRQ |
Actions institutionnelles (Long) | 102 786 788 (ex 13D/G) - change of 11,22MM shares 12,25% MRQ |
Valeur institutionnelle (Long) | $ 2 273 382 USD ($1000) |
Participation institutionnels et actionnaires
iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (US:IBDR) détient 416 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 102,786,788 actions. Les principaux actionnaires incluent Bank Of America Corp /de/, Laurel Wealth Advisors LLC, Morgan Stanley, LPL Financial LLC, Mercer Global Advisors Inc /adv, Hm Payson & Co, Raymond James Financial Inc, Capital Advisors Inc/ok, Envestnet Asset Management Inc, and Sarver Vrooman Wealth Advisors .
iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (ARCA:IBDR) 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 5, 2025 is 24,23 / share. Previously, on September 9, 2024, the share price was 24,21 / share. This represents an increase of 0,08% 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
pour débloquer des données premium et les exporter vers Excel
.
Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | Robbins Farley Llc | 1 305 | 0,00 | 32 | 0,00 | ||||
2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 29 668 | 0,00 | 719 | 0,14 | ||||
2025-08-04 | 13F | Spinnaker Trust | 441 217 | 2,52 | 10 700 | 2,69 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 2 164 | -63,41 | 52 | -63,64 | ||||
2025-08-12 | 13F | Reliant Wealth Planning | 49 540 | 4,83 | 1 201 | 4,98 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 124 753 | 11,40 | 3 025 | 11,58 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21 265 | -7,17 | ||||||
2025-04-29 | 13F | Hm Payson & Co | 2 755 765 | 24,23 | 66 717 | 24,95 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 14 477 | 0,03 | 351 | 0,29 | ||||
2025-08-04 | 13F | Balentine LLC | 79 197 | 0,54 | 1 921 | 0,68 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 75 034 | 38,96 | 1 820 | 39,17 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 75 095 | -17,70 | 2 | -50,00 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 7 060 | 0,00 | 171 | 0,59 | ||||
2025-07-15 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 18 889 | -3,39 | 458 | -3,17 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 823 | 0,00 | 20 | 0,00 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 30 243 | 16,06 | 732 | 16,19 | ||||
2025-07-28 | 13F | Tlwm | 36 888 | -1,06 | 895 | -0,89 | ||||
2025-08-14 | 13F | First Manhattan Co | 81 985 | 4,85 | 1 988 | 5,07 | ||||
2025-07-17 | 13F | Coastline Trust Co | 7 195 | 47,08 | 174 | 47,46 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 109 080 | 10,54 | 2 645 | 10,72 | ||||
2025-07-07 | 13F | Trust Co | 4 709 | -0,02 | 114 | 0,00 | ||||
2025-08-14 | 13F | Marathon Capital Management | 203 | |||||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 136 289 | 6,21 | 3 305 | 6,37 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 12 500 | 0,00 | 303 | 0,33 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 27 519 | 0,24 | 667 | 0,45 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 3 160 | -13,66 | 77 | -13,64 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 1 507 | 0,13 | ||||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 174 569 | 14,68 | 4 233 | 14,87 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 257 | 0,78 | ||||||
2025-08-13 | 13F | Global Endowment Management, LP | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Foundation Wealth Management, LLC | 153 744 | -0,10 | 3 728 | 0,08 | ||||
2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 16 481 | 400 | ||||||
2025-08-06 | 13F | Legacy Bridge, LLC | 1 567 | -4,80 | 38 | -2,56 | ||||
2025-08-15 | 13F | Scissortail Wealth Management, LLC | 105 466 | -0,38 | 2 558 | -0,23 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20 204 | 20,08 | 490 | 20,15 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 7 481 | -96,99 | 5 842 | -3,04 | ||||
2025-08-07 | 13F | Northwest Bancshares, Inc. | 62 756 | 2,46 | 1 522 | 2,63 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 76 953 | 0,04 | 1 866 | 0,21 | ||||
2025-04-15 | 13F | First United Bank Trust/ | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | First National Trust Co | 310 075 | 0,90 | 7 519 | 1,06 | ||||
2025-08-12 | 13F | Farmers National Bank | 53 240 | 0,07 | 1 291 | 0,23 | ||||
2025-08-12 | 13F | Covington Investment Advisors Inc. | 83 728 | 0,38 | 2 | 0,00 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 31 999 | -12,50 | 776 | -12,43 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 315 524 | 1,86 | 7 651 | 2,11 | ||||
2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 57 391 | 0,00 | 1 392 | 0,14 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 684 433 | 12,71 | 16 598 | 12,90 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 413 | 10 | ||||||
2025-07-17 | 13F | Montis Financial, LLC | 20 599 | -10,38 | 500 | -10,25 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 054 259 | 0,73 | 26 | 0,00 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 468 791 | 2,02 | 11 368 | 2,19 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 56 566 | 2,74 | 1 369 | 2,78 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 5 584 | -12,87 | 135 | -12,90 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 688 575 | 1,35 | 16 698 | 1,52 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 15 301 | -51,86 | 371 | -51,76 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 182 893 | -1,52 | 4 435 | -1,36 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 116 184 | -45,27 | 2 817 | -45,18 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 291 | 0,00 | 7 | 0,00 | ||||
2025-07-11 | 13F | Financial Advisory Corp | 12 899 | 1,06 | 313 | 0,97 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 28 642 | 8,93 | 695 | 9,12 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 45 104 | 48,37 | 1 094 | 48,71 | ||||
2025-08-14 | 13F | Fmr Llc | 3 286 | 345,86 | 80 | 364,71 | ||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 62 643 | -2,19 | 1 519 | -2,00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 485 | 0,00 | 0 | |||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 93 775 | -53,52 | 2 274 | -53,44 | ||||
2025-04-23 | 13F | Sabal Trust CO | 160 582 | 15,69 | 3 888 | 16,34 | ||||
2025-07-30 | 13F | First Interstate Bank | 30 798 | 0,00 | 747 | 0,13 | ||||
2025-07-31 | 13F | Keeler THomas Management LLC | 416 353 | -17,15 | 10 097 | -17,01 | ||||
2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 233 935 | 10,01 | 5 673 | 10,18 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 836 590 | 10,98 | 20 287 | 11,17 | ||||
2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 220 299 | -0,89 | 5 | 0,00 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 56 394 | -4,05 | 1 368 | -3,87 | ||||
2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 9 246 | 0,00 | 224 | 0,45 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 803 | 19 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 91 613 | 1,36 | 2 218 | 1,93 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 7 529 | -0,07 | 183 | 0,00 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 29 760 | 14,09 | 722 | 14,26 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 330 359 | -0,85 | 8 011 | -0,68 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 183 954 | 73,07 | 4 461 | 73,38 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 64 047 | 90,29 | 2 | |||||
2025-08-06 | 13F | Summit Investment Advisors, Inc. | 186 724 | 4,62 | 4 515 | 4,78 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 60 311 | 5,12 | 1 463 | 5,26 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 623 466 | 9,55 | 63 619 | 9,74 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 459 315 | -1,25 | 35 389 | -1,08 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 63 | ||||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 2 913 | 71 | ||||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 15 675 | 0,00 | 379 | -0,26 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 8 752 | 0,00 | 212 | 0,47 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 13 681 | 0,00 | 331 | 0,00 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 9 112 | 0,00 | 221 | 0,00 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 37 508 | -14,82 | 910 | -14,73 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 217 | 0,46 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 225 427 | -0,25 | 5 | 0,00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1 080 952 | 0,95 | 26 213 | 1,12 | ||||
2025-07-21 | 13F | Mattern Capital Management, Llc | 22 635 | 1,28 | 549 | 1,29 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 286 070 | -4,91 | 6 937 | -4,75 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 17 368 | 421 | ||||||
2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 38 086 | -34,97 | 924 | -34,86 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 24 004 | -2,12 | 582 | -1,85 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 21 571 | 1,06 | 523 | 1,36 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 165 825 | 17,91 | 4 021 | 18,13 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 52 156 | 4,75 | 1 263 | 5,34 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 231 762 | 5 620 | ||||||
2025-08-06 | 13F | Black Swift Group, LLC | 105 705 | -68,02 | 2 563 | -67,97 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 1 135 267 | 4,54 | 27 530 | 4,71 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Kennebec Savings Bank | 665 | 0,00 | 16 | 0,00 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 12 179 | -4,25 | 295 | -3,91 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 8 325 | 0,00 | 202 | 0,00 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 52 139 | -1,14 | 1 264 | -0,94 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 268 | 6 | ||||||
2025-08-04 | 13F | AMG National Trust Bank | 18 956 | 0,00 | 460 | 0,22 | ||||
2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 55 000 | 5,55 | 1 334 | 5,71 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 556 889 | 0,61 | 13 505 | 0,78 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 57 843 | -4,83 | 1 403 | -4,69 | ||||
2025-07-24 | 13F | Eastern Bank | 1 440 | 0,00 | 35 | 0,00 | ||||
2025-07-25 | 13F | Heartland Bank & Trust Co | 122 702 | 41,84 | 2 976 | 42,07 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 193 940 | 28,61 | 4 703 | 28,85 | ||||
2025-08-08 | 13F | Summitry Llc | 12 864 | 312 | ||||||
2025-07-24 | 13F | Moseley Investment Management Inc | 328 427 | 14,69 | 7 964 | 14,89 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 17 338 | 420 | ||||||
2025-07-24 | 13F/A | TFR Capital, LLC. | 44 980 | 91,65 | 1 091 | 91,90 | ||||
2025-07-29 | 13F | Curbstone Financial Management Corp | 24 050 | 583 | ||||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13 064 | 13,16 | 317 | 13,26 | ||||
2025-04-28 | 13F | Buffington Mohr McNeal | 571 694 | -4,18 | 13 841 | -3,62 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 23 076 | 2,05 | 560 | 2,19 | ||||
2025-08-14 | 13F | Eight 31 Financial Llc | 254 196 | 3,10 | 6 164 | 3,27 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 6 014 772 | 2 340,99 | 248 | -95,84 | ||||
2025-08-11 | 13F | Banque Cantonale Vaudoise | 10 333 | 0,00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Stonebrook Private Inc. | 121 758 | 1,51 | 2 953 | 1,69 | ||||
2025-08-12 | 13F | Associated Banc-corp | 114 946 | 2,65 | 2 787 | 2,80 | ||||
2025-07-30 | 13F | Dudley Capital Management, Llc | 14 225 | 345 | 23,30 | |||||
2025-07-23 | 13F | Eagle Strategies LLC | 13 933 | 0,69 | 338 | 0,90 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 234 015 | -1,01 | 5 675 | -0,86 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 163 098 | -1,80 | 3 955 | -1,64 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 10 385 | -11,13 | 252 | -10,99 | ||||
2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 603 | |||||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 4 329 | -1,34 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 2 910 616 | 10,98 | 70 582 | 11,17 | ||||
2025-07-11 | 13F | First PREMIER Bank | 315 | 0,00 | 0 | |||||
2025-08-06 | 13F | Adviser Investments LLC | 8 277 | 201 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9 983 | -11,83 | 242 | -11,36 | ||||
2025-04-01 | 13F | Cornerstone Planning, LLC | 152 663 | 3 675 | ||||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 187 | 0,00 | 77 | 0,00 | ||||
2025-05-28 | 13F | Silicon Valley Capital Partners | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Strid Group, LLC | 570 852 | 12,86 | 13 843 | 13,05 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 142 117 | 3 446 | ||||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 67 925 | 14,19 | 1 647 | 14,38 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 39 422 | 1,03 | 956 | 1,17 | ||||
2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1 325 063 | 2,11 | 32 133 | 2,28 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | ADG Wealth Management Group, LLC | 30 555 | 191,92 | 741 | 192,49 | ||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 9 308 | 226 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29 570 | -2,78 | 717 | -2,58 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 31 107 | 0,00 | 754 | 0,13 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 38 263 | -25,82 | 928 | -25,72 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 186 814 | 4,15 | 4 530 | 4,33 | ||||
2025-08-11 | 13F | Actinver Wealth Management, Inc. | 24 731 | -0,20 | 600 | 0,00 | ||||
2025-07-29 | 13F | Accretive Wealth Partners, LLC | 13 722 | 7,12 | 333 | 7,44 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 264 169 | 16,82 | 6 406 | 17,03 | ||||
2025-08-14 | 13F | Comerica Bank | 63 705 | 0,40 | 1 545 | 0,52 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 12 602 | 11,48 | ||||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 6 700 | 0,00 | 162 | 0,00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 628 | 0,00 | 15 | 0,00 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 27 152 | 658 | ||||||
2025-07-31 | 13F | CVA Family Office, LLC | 2 520 | 0,00 | 61 | 0,00 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 2 222 | -23,19 | ||||||
2025-08-12 | 13F | Bokf, Na | 2 400 | 58 | ||||||
2025-05-12 | 13F | Sandy Spring Bank | 245 963 | 3,68 | 5 955 | 4,27 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 40 092 | 0,07 | 972 | 0,31 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 127 195 | 12,38 | 3 084 | 12,55 | ||||
2025-08-04 | 13F | Spire Wealth Management | 16 754 | 2,53 | 406 | 2,78 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 287 906 | -0,19 | 6 982 | -0,03 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 251 983 | 0,44 | 6 111 | 0,59 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 27 175 | 0,00 | 659 | 0,15 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 14 184 | 0,04 | 344 | 0,00 | ||||
2025-07-22 | 13F | 4Thought Financial Group Inc. | 169 473 | -9,56 | 4 110 | -9,41 | ||||
2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 89 456 | -0,42 | 2 169 | -0,23 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 17 562 | 0,00 | 426 | 0,00 | ||||
2025-07-29 | 13F | Private Trust Co Na | 5 163 | 0,88 | 125 | 1,63 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 76 262 | -11,08 | 1 849 | -10,93 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Straight Path Wealth Management | 28 433 | 0,30 | 689 | 0,44 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 15 345 | -7,19 | 372 | -7,00 | ||||
2025-08-14 | 13F | 10Elms LLP | 48 109 | 2,45 | 1 167 | 2,64 | ||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 9 980 | 0,35 | 242 | 1,26 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 800 | 0,00 | 19 | 0,00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 70 952 | 1,46 | 1 713 | 1,54 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 148 846 | 2,34 | 3 610 | 2,50 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 185 677 | 4 503 | ||||||
2025-07-09 | 13F | Bank of New Hampshire | 9 755 | 0,00 | 237 | 0,00 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 670 | -59,41 | 40 | -59,60 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 31 116 | -16,71 | 1 | |||||
2025-07-16 | 13F | Cove Private Wealth, LLC | 10 000 | 0,00 | 242 | 0,00 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 2 500 009 | 5,15 | 60 625 | 5,33 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 821 416 | 9,63 | 68 419 | 9,81 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 25 336 | 0,00 | 614 | 0,16 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 325 701 | 2,03 | 7 898 | 2,20 | ||||
2025-08-11 | 13F | Citigroup Inc | 4 | 0 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 30 336 | 0,00 | 736 | 0,14 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 1 091 935 | 6,88 | 26 479 | 7,06 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 19 646 | -2,14 | 476 | -2,06 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 18 345 | 2,70 | 445 | 2,78 | ||||
2025-08-12 | 13F | Cooper/haims Advisors, Llc | 12 706 | 0,00 | 308 | 0,33 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 255 322 | -1,21 | 6 192 | -1,04 | ||||
2025-08-11 | 13F | Shufro Rose & Co Llc | 1 092 999 | -1,42 | 26 462 | -1,42 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 652 213 | -0,42 | 15 816 | -0,26 | ||||
2025-07-29 | 13F | Regions Financial Corp | 106 305 | 13,17 | 2 578 | 13,32 | ||||
2025-08-08 | 13F | Creative Planning | 504 893 | -18,11 | 12 244 | -17,98 | ||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 63 251 | -1,40 | 1 534 | -1,22 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 165 711 | 34,20 | 4 018 | 34,43 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 4 011 | 31,85 | 97 | 32,88 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 19 180 | -73,02 | 465 | -72,97 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 48 894 | 8,01 | 1 186 | 8,22 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 1 507 | -10,93 | 37 | -10,00 | ||||
2025-08-13 | 13F | Peloton Wealth Strategists | 300 320 | 0,84 | 7 | 0,00 | ||||
2025-07-16 | 13F | Rebalance, Llc | 453 905 | 1,61 | 11 007 | 1,78 | ||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 20 581 | 4,96 | 499 | 5,27 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 33 643 | -1,63 | 816 | -1,45 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 81 031 | -51,98 | 1 965 | -51,90 | ||||
2025-08-04 | 13F | Assetmark, Inc | 876 | 21 | ||||||
2025-07-31 | 13F | United Community Bank | 4 082 | 32,96 | 99 | 32,43 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 8 521 | 0,00 | 207 | 0,00 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 64 700 | 17,64 | 1 569 | 17,81 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 52 676 | 0,00 | 1 277 | 0,16 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 45 293 | 2,56 | 1 098 | 2,71 | ||||
2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 74 555 | 38,46 | 1 806 | 38,74 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 8 974 530 | 0,14 | 217 632 | 0,31 | ||||
2025-08-12 | 13F | Timber Creek Capital Management LLC | 38 602 | 10,96 | 933 | 10,81 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 485 281 | 9,32 | 11 768 | 10,15 | ||||
2025-07-24 | 13F | Lee Financial Co | 19 330 | 0,00 | 469 | 0,21 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 44 851 | 1 | ||||||
2025-08-08 | 13F | MTM Investment Management, LLC | 2 000 | 48 | ||||||
2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 4 500 | -40,00 | 109 | -39,78 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 207 274 | 25,01 | 5 018 | 25,76 | ||||
2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 48 494 | 127,11 | 1 176 | 127,71 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 63 400 | 0,00 | 1 532 | -0,20 | ||||
2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 4 269 511 | 2,14 | 103 536 | 2,30 | ||||
2025-07-28 | 13F | Nestegg Advisors, Inc. | 29 809 | -45,42 | 723 | -45,39 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 21 420 | -10,92 | 519 | -10,38 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3 775 | 0,00 | 92 | 0,00 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 221 950 | 3,80 | 5 382 | 3,98 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 79 824 | 1 936 | ||||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 12 855 | -5,69 | 312 | -5,47 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 156 274 | 3,18 | 3 790 | 3,36 | ||||
2025-08-04 | 13F | 4J Wealth Management LLC | 58 050 | 11,91 | 1 408 | 12,11 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2 477 188 | 6,66 | 60 072 | 6,84 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 161 643 | 13,24 | 3 920 | 13,43 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 22 703 | -6,47 | 551 | -6,30 | ||||
2025-07-23 | 13F | Sachetta, LLC | 2 000 | 0,00 | 48 | 0,00 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 1 406 620 | 20,05 | 34 111 | 20,25 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 104 993 | 22,02 | 2 546 | 22,23 | ||||
2025-07-02 | 13F | InvesTrust | 335 380 | 0,17 | 8 133 | 0,32 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 377 446 | -52,75 | 9 153 | -52,67 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 368 | 9 | ||||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 77 630 | 15,88 | 1 883 | 16,10 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8 396 | -0,12 | 204 | 0,00 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 186 732 | 0,52 | 4 528 | 0,69 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 311 224 | -1,76 | 31 797 | -1,60 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 34 707 | 50,06 | 842 | 50,45 | ||||
2025-08-13 | 13F | Hamel Associates, Inc. | 244 019 | -3,34 | 5 917 | -3,17 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 58 760 | 13,47 | 1 425 | 13,65 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 9 399 | 0,00 | 228 | 0,00 | ||||
2025-08-12 | 13F | Cowa, Llc | 610 840 | 32,43 | 14 804 | 32,56 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 30 926 | 5,59 | 747 | 5,36 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2 000 | 0,00 | 48 | 0,00 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 126 122 | -11,39 | 3 058 | -11,23 | ||||
2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 32 411 | 0,00 | 786 | 0,13 | ||||
2025-08-04 | 13F | Atria Investments Llc | 207 250 | -10,46 | 5 026 | -10,32 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 169 074 | -6,14 | 4 100 | -5,98 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 9 510 | -91,16 | 0 | -100,00 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 8 590 | 0,00 | 208 | 0,48 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 10 408 | 0,11 | 252 | 0,40 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 238 140 | 2,57 | 5 775 | 2,74 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 27 689 | 21,36 | 671 | 21,56 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 310 081 | 1,11 | 7 520 | 1,28 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 142 063 | 2,27 | 3 445 | 2,47 | ||||
2025-08-12 | 13F | Integras Partners LLC | 6 225 | -2,34 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 13 142 | -3,67 | 316 | -4,24 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 3 843 | 13,80 | ||||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 970 565 | -5,74 | 23 536 | -5,58 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 12 300 | 0,00 | 298 | 0,34 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 157 954 | 0,00 | 3 824 | 0,00 | ||||
2025-04-01 | 13F | Confluence Investment Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 10 355 | -13,38 | 251 | -13,15 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 588 771 | 6,27 | 14 278 | 6,45 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 4 987 | 61,97 | 121 | 62,16 | ||||
2025-07-25 | 13F | Cwm, Llc | 612 933 | -1,09 | 15 | -6,67 | ||||
2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 11 761 | 0,00 | 285 | 0,35 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Huntington National Bank | 5 | 0,00 | ||||||
2025-04-15 | 13F | Members Wealth Llc | 81 214 | 15,95 | 1 966 | 16,61 | ||||
2025-07-18 | 13F | Foundry Financial Group, Inc. | 102 481 | -6,00 | 2 485 | -5,84 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 18 941 | 2,24 | 459 | 2,46 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 61 728 | 35,89 | 1 497 | 36,12 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 14 305 | 0,00 | 347 | 0,00 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 67 573 | 95,72 | 1 639 | 96,17 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 228 020 | 2,67 | 6 | 0,00 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 75 207 | -12,17 | 1 824 | -12,06 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 32 684 | -9,21 | 793 | -9,07 | ||||
2025-08-12 | 13F | Tableaux Llc | 3 844 | -76,63 | 378 | -5,28 | ||||
2025-07-31 | 13F | Pacitti Group Inc. | 28 689 | -1,45 | 696 | -1,28 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Novem Group | 537 528 | 3,79 | 13 035 | 3,96 | ||||
2025-04-24 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 18 632 | 0,00 | 0 | |||||
2025-08-14 | 13F | Hancock Whitney Corp | 178 034 | 4 317 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 771 761 | 18 715 | 14,87 | |||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 24 392 | 41,50 | 592 | 41,73 | ||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 123 845 | 17,01 | 3 003 | 17,21 | ||||
2025-07-25 | 13F | Iron Financial, LLC | 152 633 | 0,48 | 3 701 | 0,65 | ||||
2025-07-02 | 13F | Michael S. Ryan, Inc. | 104 799 | 2,90 | 2 541 | 3,08 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 22 309 | 0,00 | 541 | 0,00 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 40 383 | 979 | -14,27 | |||||
2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 10 010 | 0,00 | 243 | 0,00 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 80 937 | -39,36 | 1 963 | -39,28 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 800 | 19 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 705 278 | -1,11 | 17 103 | -0,95 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 447 | -5,30 | 0 | |||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 515 | 2,79 | ||||||
2025-07-25 | 13F | Hemington Wealth Management | 1 327 | 0,00 | 0 | |||||
2025-08-15 | 13F | Howland Capital Management Llc | 1 236 100 | 3,48 | 29 975 | 3,66 | ||||
2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 1 753 402 | 0,48 | 42 520 | 0,65 | ||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 67 580 | 0,33 | 1 639 | 0,49 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10 801 | 262 | ||||||
2025-07-21 | 13F | Trust Co of Kansas | 15 808 | 0,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 221 224 | -2,11 | 5 365 | -1,96 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 10 094 | 0,06 | 244 | 0,41 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 231 | 30 | ||||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 404 576 | -0,83 | 9 811 | -0,67 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 170 879 | 0,72 | 4 139 | 0,75 | ||||
2025-08-12 | 13F | Centric Wealth Management | 71 073 | 6,25 | 1 719 | 6,18 | ||||
2025-04-22 | 13F | M3 Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 73 958 | 1 793 | -4,93 | |||||
2025-08-14 | 13F | Glenview Trust Co | 622 087 | -1,67 | 15 086 | -1,51 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 184 146 | 4 466 | ||||||
2025-07-18 | 13F | McGuire Investment Group, LLC | 300 843 | 7 295 | ||||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 621 | 0,00 | 15 | 0,00 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 273 274 | -1,98 | 6 627 | -1,82 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 31 833 | 0,03 | 772 | 0,13 | ||||
2025-04-21 | 13F | Roman Butler Fullerton & Co | 224 | 3,23 | ||||||
2025-08-01 | 13F | Logan Capital Management Inc | 267 | -48,75 | 6 | -50,00 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 249 673 | 6 055 | ||||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 673 805 | 0,30 | 16 340 | 0,46 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 17 674 | -4,94 | 429 | -4,89 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 103 708 | 13,60 | 2 515 | 13,76 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 10 575 | 0,00 | 256 | 0,00 | ||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 275 397 | 0,62 | 6 678 | 0,78 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 414 | 196,66 | 131 | 197,73 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 573 374 | -1,30 | 13 904 | -1,14 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 107 124 | 3,26 | 2 598 | 3,42 | ||||
2025-07-10 | 13F | Peoples Bank/KS | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4 842 | 0,00 | 117 | 0,00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 81 920 | 3,08 | 2 | 0,00 | ||||
2025-08-14 | 13F | Dearborn Partners Llc | 23 807 | 6,53 | 577 | 6,65 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 621 | 15 | ||||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1 710 809 | 21,36 | 41 487 | 21,56 | ||||
2025-07-31 | 13F/A | Avion Wealth | 193 | 0 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 12 591 | 0,45 | 305 | 0,66 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 6 255 | 0,16 | ||||||
2025-08-04 | 13F | Ledyard National Bank | 11 989 | 1,78 | 291 | 1,75 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 691 | 0,03 | 235 | 0,86 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 5 110 | 0,00 | 124 | 0,00 | ||||
2025-07-16 | 13F | NovaPoint Capital, LLC | 55 189 | 59,71 | 1 338 | 60,05 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3 041 | 40,98 | 74 | 40,38 | ||||
2025-07-18 | 13F | TABR Capital Management, LLC | 1 061 738 | 2,01 | 25 747 | 2,18 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1 372 710 | -35,75 | 33 287 | -35,66 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 89 813 | -1,96 | 2 178 | -1,80 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 711 | 0,00 | 17 | 0,00 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 76 039 | 13,99 | ||||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11 659 | 0,00 | 283 | 0,00 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 29 182 | -0,02 | 708 | 0,14 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 22 772 | 0,01 | 1 | |||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 49 280 | -75,32 | 1 195 | -75,27 | ||||
2025-08-14 | 13F | STAR Financial Bank | 106 575 | -33,48 | 2 584 | -33,37 | ||||
2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 50 008 | 1,13 | 1 213 | 1,25 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 574 305 | 3,48 | 13 927 | 3,65 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 520 027 | 12 611 | -17,67 | |||||
2025-07-09 | 13F | LifePlan Financial, LLC | 106 453 | -1,09 | 2 581 | -0,92 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 410 121 | 3,52 | 9 945 | 3,69 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 131 761 | 2,68 | 3 195 | 2,87 | ||||
2025-05-02 | 13F | Whittier Trust Co | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 81 086 | -6,25 | 1 966 | -6,07 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 219 505 | 7,70 | 5 323 | 7,86 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 1 073 | 0,00 | 26 | 4,00 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26 000 | 0,00 | 630 | 0,16 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 22 097 | 0,00 | 536 | 0,19 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 18 876 | 0,00 | 458 | 0,22 | ||||
2025-08-01 | 13F | Signature Wealth Management Group | 235 185 | 2,19 | 5 703 | 2,35 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 166 410 | 7,20 | 4 035 | 7,37 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 15 371 | -12,32 | 373 | -12,26 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 755 162 | 9,53 | 18 313 | 9,71 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 15 166 | 38,25 | 368 | 38,49 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 723 145 | 19,91 | 17 536 | 20,11 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 97 075 | 2 354 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 689 186 | -33,35 | 16 713 | -33,24 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 32 343 | -0,06 | 784 | 0,13 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 621 930 | 324,14 | 15 082 | 324,82 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 24 460 | 0,17 | 593 | 0,34 | ||||
2025-08-13 | 13F | Black Cypress Capital Management, LLC | 2 932 | 183,29 | 71 | 184,00 | ||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 33 252 | 2,62 | 806 | 2,81 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 13 389 | 1,06 | 325 | 1,25 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 135 898 | -5,68 | 3 296 | -5,53 | ||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 153 720 | -38,67 | 3 728 | -38,58 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Krilogy Financial LLC | 190 619 | 32,74 | 4 623 | 32,97 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 759 301 | 116,02 | 18 352 | 115,68 | ||||
2025-07-22 | 13F | Blue Square Asset Management, Llc | 41 020 | 0,29 | 995 | 0,40 | ||||
2025-07-21 | 13F | Atwater Malick LLC | 31 572 | 0,00 | 766 | 0,13 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 27 569 | 3,87 | 669 | 4,05 | ||||
2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179 185 | 2,56 | 4 345 | 2,74 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 178 281 | 21,98 | 4 323 | 22,19 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 53 421 | 0,72 | 1 295 | 0,86 | ||||
2025-08-11 | 13F | Bulltick Wealth Management, LLC | 450 515 | 0,00 | 10 925 | 0,17 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 77 532 | 13,50 | 1 880 | 13,73 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 41 097 | -0,85 | 997 | -0,70 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 84 492 | 13,67 | 2 049 | 13,84 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 818 441 | -1,24 | 19 847 | -1,08 | ||||
2025-07-09 | 13F | Beacon Financial Group | 53 582 | 10,60 | 1 299 | 10,84 | ||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 26 550 | -0,97 | 644 | -0,92 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 109 648 | -13,83 | 2 659 | -13,70 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 4 505 | -50,68 | 109 | -50,68 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 94 007 | -11,56 | 2 280 | -11,43 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 23 789 | 4,55 | 577 | 4,73 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 57 814 | 0,56 | 1 402 | 0,72 | ||||
2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 12 100 | 4,31 | 293 | 4,64 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 2 073 | 0,00 | 50 | 0,00 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 13 333 | 1,21 | 323 | 1,57 | ||||
2025-08-27 | NP | Mason Capital Fund Trust - Fundamentals First ETF | 2 056 | 0,00 | 50 | 0,00 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 13 440 | 0,00 | 326 | 0,00 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 129 662 | 2,84 | 27 394 | 3,02 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 60 812 | -20,78 | 1 475 | -20,67 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 2 583 | 0,00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 230 443 | 9,90 | 5 588 | 10,09 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 345 761 | 22,61 | 8 385 | 22,81 | ||||
2025-07-16 | 13F | One + One Wealth Management, Llc | 56 086 | 17,56 | 1 360 | 17,75 | ||||
2025-07-18 | 13F | Truist Financial Corp | 857 786 | -2,69 | 20 801 | -2,53 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 391 583 | 7,43 | 9 496 | 7,60 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 29 376 | -7,72 | 712 | -7,53 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 24 605 | 32,70 | 597 | 33,04 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 154 989 | -0,20 | 4 | 0,00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 16 964 | 6,08 | 411 | 7,03 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 143 302 | 206,04 | 3 475 | 206,71 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 937 560 | 15,58 | 22 736 | 15,78 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 80 455 | -6,06 | 1 951 | -5,89 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 625 | 0,00 | 15 | 0,00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 63 902 | 43,63 | 1 549 | 43,87 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 59 000 | 0,00 | 1 431 | 0,14 |
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