Statistiques de base
Propriétaires institutionnels | 356 total, 356 long only, 0 short only, 0 long/short - change of -2,72% MRQ |
Allocation moyenne du portefeuille | 0.2052 % - change of -14,08% MRQ |
Actions institutionnelles (Long) | 19 672 369 (ex 13D/G) - change of -0,61MM shares -3,02% MRQ |
Valeur institutionnelle (Long) | $ 1 166 758 USD ($1000) |
Participation institutionnels et actionnaires
iShares Trust - iShares Select U.S. REIT ETF (US:ICF) détient 356 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 19,672,369 actions. Les principaux actionnaires incluent Northwestern Mutual Wealth Management Co, Morgan Stanley, Jpmorgan Chase & Co, Bank Of America Corp /de/, Raymond James Financial Inc, Foundations Investment Advisors, LLC, Cetera Investment Advisers, Connecticut Wealth Management, LLC, Royal Bank Of Canada, and M&t Bank Corp .
iShares Trust - iShares Select U.S. REIT ETF (BATS:ICF) 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 11, 2025 is 62,07 / share. Previously, on September 12, 2024, the share price was 66,56 / share. This represents a decline of 6,75% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | Coastline Trust Co | 520 | 0,00 | 32 | 0,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) | 79 964 | -0,11 | 4 891 | -0,71 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 361 014 | -12,69 | 22 080 | -13,21 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Quadrature Capital Ltd | 6 910 | -2,99 | 423 | -3,65 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 | -50,00 | 0 | |||||
2025-08-13 | 13F | Northern Trust Corp | 103 736 | -1,24 | 6 344 | -1,83 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 59 800 | 3,84 | 3 657 | 3,22 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 256 086 | 0,71 | 15 662 | 0,11 | ||||
2025-07-28 | 13F | Innova Wealth Partners | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 4 101 | 0,00 | 251 | -0,79 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 694 | 5,15 | 471 | 4,44 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 47 820 | 14,54 | 2 925 | 13,86 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 131 167 | -11,44 | 8 022 | -11,97 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 260 581 | -0,61 | 15 937 | -1,20 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 21 826 | 2,89 | 1 | 0,00 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 142 | 0,71 | 9 | 0,00 | ||||
2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 40 141 | -12,43 | 2 476 | -12,20 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 5 098 | 0,26 | 312 | -0,32 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 15 503 | 0,01 | 948 | -0,52 | ||||
2025-04-29 | 13F | Hm Payson & Co | 450 | -47,06 | 28 | -47,06 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 14 354 | 0,55 | 878 | -0,11 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 2 | 0,00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 060 | 2,41 | 493 | 1,86 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 8 998 | -0,87 | 550 | -1,43 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 59 | 0,00 | 4 | 0,00 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 21 740 | 0,20 | 1 | 0,00 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 4 415 | 1,38 | 270 | 1,12 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 35 802 | -18,38 | 2 190 | -18,90 | ||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 19 794 | 0,28 | 1 211 | -0,33 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 7 658 | 468 | ||||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 14 255 | 17,54 | 872 | 16,76 | ||||
2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 150 | 0,00 | 9 | 0,00 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 526 | 0,57 | 32 | 0,00 | ||||
2025-08-12 | 13F | Change Path, LLC | 9 652 | -3,43 | 590 | -3,91 | ||||
2025-07-15 | 13F | Bank Of Stockton | 20 361 | -18,17 | 1 245 | -18,68 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 3 315 | 0,45 | 203 | -0,49 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 228 | 0,00 | 14 | -7,14 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1 284 | -0,08 | 79 | -1,27 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 165 658 | -15,64 | 10 132 | -16,15 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 8 924 | -5,74 | 546 | 0,55 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 77 | 0,00 | 5 | 0,00 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 394 | 85 | ||||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 19 329 | -0,23 | 1 182 | -0,84 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 980 | 0,00 | 60 | -1,67 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 16 224 | -1,06 | 992 | -1,59 | ||||
2025-05-08 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Blair William & Co/il | 18 645 | 824,85 | 1 140 | 819,35 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 805 | 0,00 | 110 | -0,90 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 24 895 | -0,30 | 1 523 | -0,91 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 4 634 | 0,00 | 283 | -0,70 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 180 | 0,00 | 11 | 0,00 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 24 302 | -3,31 | 1 486 | -3,88 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 102 | 0,00 | 6 | 0,00 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 951 | 161,26 | 58 | 163,64 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 14 711 | 4,26 | 900 | 3,57 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 27 700 | -10,65 | 1 694 | -11,17 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 559 | 0,04 | 279 | -0,71 | ||||
2025-07-08 | 13F | Range Financial Group LLC | 8 881 | -4,35 | 543 | -4,90 | ||||
2025-07-09 | 13F | Westshore Wealth, LLC | 8 121 | 8,69 | 497 | 8,06 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 6 048 | 0,00 | 370 | -0,81 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 103 944 | 2 919,87 | 6 357 | 2 912,80 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 13 123 | 0,00 | 803 | -0,62 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 236 653 | -2,67 | 14 474 | -3,26 | ||||
2025-08-07 | 13F | Allworth Financial LP | 3 794 | 152,26 | 232 | 160,67 | ||||
2025-04-08 | 13F | Rothschild Investment Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 197 208 | -2,89 | 12 | 0,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 790 558 | -19,13 | 48 351 | -19,62 | ||||
2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 12 896 | -4,05 | 789 | -4,72 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 190 | 12 | ||||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 7 433 | -31,62 | 457 | -31,79 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 468 055 | 0,63 | 28 626 | 0,02 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 2 136 | 0,14 | 0 | |||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 3 627 | 0,00 | 222 | 4,25 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Ancora Advisors, LLC | 352 | 0,00 | 22 | 0,00 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 97 504 | 6 016,94 | 2 | -98,98 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 10 224 | -4,26 | 625 | -4,87 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 78 | 0,00 | 5 | 0,00 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 315 405 | -1,19 | 19 290 | -1,78 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 32 334 | 40,62 | 2 | 0,00 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 9 426 | 0,00 | 576 | -0,52 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 6 674 | 2,57 | 408 | 2,00 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 38 268 | 2,14 | 2 340 | 1,52 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 5 702 | -33,15 | 349 | -33,59 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 86 942 | 0,56 | 5 317 | -0,04 | ||||
2025-08-08 | 13F | Creative Planning | 317 412 | -5,21 | 19 413 | -5,78 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 5 186 | 0,00 | 317 | -0,63 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 811 | 0,18 | 172 | -0,58 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 685 | -82,30 | 42 | -82,77 | ||||
2025-08-14 | 13F | Fmr Llc | 6 265 | -19,51 | 383 | -19,87 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 200 | 12 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 46 103 | -39,93 | 2 820 | -40,30 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 624 468 | -0,31 | 38 192 | -0,91 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 4 679 | -19,51 | 288 | -18,00 | ||||
2025-07-15 | 13F | Cordant, Inc. | 4 163 | 0,00 | 255 | -0,78 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 10 | 0,00 | 1 | |||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0,00 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 7 | 0,00 | 0 | |||||
2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 60 025 | -10,59 | 3 671 | -11,11 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 6 384 | 0,00 | 390 | -0,51 | ||||
2025-08-07 | 13F/A | Curat Global, LLC | 192 | 0,00 | 12 | 0,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 8 319 | -76,10 | 509 | -76,27 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 54 912 | 6,75 | 3 358 | 6,10 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 116 | 0,00 | 7 | 0,00 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 4 000 | -4,76 | 0 | |||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6 730 | -20,45 | 412 | -20,96 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 338 | -24,55 | 21 | -25,93 | ||||
2025-08-11 | 13F | ARS Investment Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 109 | 496 | ||||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 114 | 0,00 | 7 | -14,29 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Elios Financial Group Inc. | 34 857 | 2,78 | 2 132 | 2,16 | ||||
2025-08-11 | 13F | Citigroup Inc | 22 786 | 4,99 | 1 394 | 4,34 | ||||
2025-08-12 | 13F | Bokf, Na | 1 278 | 0,00 | 78 | 0,00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 121 670 | -0,58 | 7 441 | -1,18 | ||||
2025-07-11 | 13F | Arrow Investment Advisors, LLC | 22 663 | -6,58 | 1 386 | -7,10 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 977 | -1,19 | 243 | -1,62 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-05-05 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-22 | 13F | Accel Wealth Management | 9 397 | -13,85 | 575 | -14,46 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 1 335 | 0,00 | 82 | -1,22 | ||||
2025-04-30 | 13F | Sharkey, Howes & Javer | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 40 | 0,00 | 2 | 0,00 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 1 000 | 0,00 | 61 | 0,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 391 417 | 10,26 | 23 939 | 9,60 | ||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 126 125 | -49,75 | 6 229 | -59,67 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 4 440 | 0,00 | 272 | -0,73 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 506 504 | 6,44 | 30 978 | 5,80 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Bank of New Hampshire | 1 150 | 0,00 | 70 | 0,00 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 538 030 | 15,27 | 32 906 | 14,58 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 235 041 | 4,09 | 136 695 | 3,47 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 89 701 | -2,03 | 5 486 | -2,61 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 8 892 | 0,00 | 532 | -1,12 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 13 519 | -0,14 | 827 | -0,72 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 153 558 | 9,54 | 9 392 | 8,88 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 63 473 | 48,47 | 3 882 | 47,57 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 15 454 | -2,19 | 945 | -2,78 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 404 | 0,50 | 25 | 0,00 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 602 | -0,66 | 37 | -2,70 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 34 675 | 5,73 | 2 121 | 5,11 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 4 140 | 0,00 | 253 | -0,39 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 6 680 | 0,00 | 409 | -0,73 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 13 415 | 3,87 | 820 | 3,27 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 94 836 | 1,95 | 5 800 | 1,35 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 1 348 | 0,15 | 82 | 0,00 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 22 275 | 1,27 | 1 395 | 6,17 | ||||
2025-04-14 | 13F | Cetera Trust Company, N.A | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 290 | 0,00 | 18 | 0,00 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 12 596 | -3,22 | 770 | -3,75 | ||||
2025-07-07 | 13F | Investors Research Corp | 72 | 0,00 | 4 | 0,00 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 405 | 0,00 | 25 | 0,00 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 2 775 | 0,00 | 170 | -0,59 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 7 282 | 445 | ||||||
2025-08-12 | 13F | Asset Management Group, Inc. | 94 187 | -1,28 | 5 760 | -1,87 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 645 | -13,07 | 39 | -13,33 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 800 | 0,00 | 49 | -2,04 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 92 574 | 4,21 | 5 662 | 3,57 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 658 | -31,74 | 101 | -32,21 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 38 664 | -14,12 | 2 365 | -14,66 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-29 | NP | OneAscent Capital Opportunities Fund | 14 600 | 160,71 | 893 | 159,30 | ||||
2025-08-05 | 13F | Key FInancial Inc | 2 | 0,00 | 0 | |||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 4 120 | 0,00 | 252 | -0,79 | ||||
2025-08-01 | 13F | James Investment Research Inc | 9 000 | 0,00 | 550 | -0,54 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 233 177 | 0,60 | 14 261 | 0,00 | ||||
2025-08-14 | 13F | Family Office Research LLC | 13 941 | -0,41 | 853 | -1,05 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 110 131 | 7,96 | 6 736 | 7,31 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 690 | 232 | ||||||
2025-05-15 | 13F | Glenmede Trust Co Na | 7 658 | 0,00 | 471 | 2,17 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 15 557 | 0,00 | 951 | -0,63 | ||||
2025-08-07 | 13F | Commerce Bank | 21 804 | 0,00 | 1 334 | -0,60 | ||||
2025-06-26 | NP | DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES | 23 262 | -5,51 | 1 420 | -4,89 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 70 317 | 4 301 | ||||||
2025-05-02 | 13F | Midwest Professional Planners, LTD. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Fortress Financial Solutions, LLC | 4 586 | 4,23 | 280 | 3,70 | ||||
2025-04-21 | 13F | Newton One Investments LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 6 084 | -5,14 | 372 | -5,58 | ||||
2025-07-16 | 13F | American National Bank | 95 | 0,00 | 6 | 0,00 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 5 220 | 3,16 | 319 | 2,57 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 182 | 0,00 | 11 | 0,00 | ||||
2025-07-31 | 13F | CNB Bank | 500 | 0,00 | 31 | 0,00 | ||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 8 549 | 0,00 | 523 | -0,76 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 44 | 0,00 | 3 | 0,00 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9 480 | 0,00 | 580 | -0,69 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 2 501 | 0,00 | 153 | -0,65 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Prostatis Group LLC | 7 292 | 446 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 33 327 | -3,22 | 2 038 | -3,78 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5 532 | -4,39 | 338 | -5,06 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 10 677 | 0,01 | 653 | -0,61 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 2 873 | -64,83 | 176 | -65,14 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 225 993 | 0,57 | 13 822 | -0,04 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 246 | -17,17 | 15 | -16,67 | ||||
2025-07-23 | 13F | Sachetta, LLC | 7 000 | 0,00 | 428 | -0,47 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 52 | 0,00 | 3 | 0,00 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 062 | 0,00 | 0 | |||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 17 540 | 0,00 | 1 073 | -0,65 | ||||
2025-08-04 | 13F | Assetmark, Inc | 380 | -27,89 | 23 | -28,12 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 101 871 | 11,84 | 6 231 | 10,97 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 24 846 | -9,97 | 2 | 0,00 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 1 000 | 0,00 | 61 | 0,00 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 103 070 | -7,07 | 6 304 | -7,63 | ||||
2025-08-13 | 13F | M&t Bank Corp | 466 620 | -2,70 | 28 539 | -3,28 | ||||
2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Fairway Wealth LLC | 8 799 | 43,24 | 538 | 42,71 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 15 120 | 24,81 | 925 | 24,03 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 3 400 | 0,00 | 208 | -0,96 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 5 393 | 6,94 | 330 | 6,13 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 3 690 | 226 | ||||||
2025-08-14 | 13F | Fiduciary Trust Co | 63 786 | -2,29 | 3 901 | -2,86 | ||||
2025-05-08 | 13F | SP Asset Management LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 27 925 | 1,92 | 1 708 | 1,31 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 388 105 | 26,24 | 23 761 | 25,46 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 1 500 | 0,00 | 92 | -1,09 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 25 168 | 0,82 | 1 539 | 0,20 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 80 | 0,00 | 5 | 0,00 | ||||
2025-07-02 | 13F | InvesTrust | 7 040 | 0,00 | 431 | -0,69 | ||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 3 830 | 0,13 | 234 | -0,43 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3 772 | 0,00 | 231 | 1,32 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 415 | -3,67 | 148 | -4,55 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 242 | 0,00 | 15 | 0,00 | ||||
2025-08-12 | 13F | Holderness Investments Co | 5 300 | 0,00 | 324 | -0,61 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 13 133 | 0,32 | 803 | -0,25 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 118 850 | -0,87 | 7 269 | -1,46 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 714 | 0,00 | 44 | 0,00 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3 720 | 0,00 | 228 | -0,44 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 069 | 0,66 | 65 | 0,00 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 811 | 0,00 | 355 | -0,56 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 2 500 | 0,00 | 153 | -0,65 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 386 | 0,52 | 24 | 0,00 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 992 | 0,00 | 61 | -1,64 | ||||
2025-04-10 | 13F | Bremer Bank National Association | 7 282 | 11,14 | 448 | 13,71 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 594 | 98,00 | 36 | 100,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 117 176 | 4,98 | 7 | 16,67 | ||||
2025-08-05 | 13F | Huntington National Bank | 11 584 | 17,02 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 10 688 | 10,92 | 654 | 10,30 | ||||
2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 160 195 | 0,93 | 9 798 | 0,32 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11 406 | -70,98 | 698 | -71,17 | ||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
2025-04-15 | 13F | School Employees Retirement Board Of Ohio | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 21 008 | 0,04 | 1 285 | -0,62 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 3 350 | 0,00 | 205 | -0,97 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 16 267 | -3,48 | 995 | -4,05 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 208 812 | -8,06 | 12 771 | -8,62 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 41 622 | 10,69 | 2 546 | 10,03 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 42 627 | 8,09 | 2 607 | 7,46 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 5 023 | -67,69 | 307 | -67,89 | ||||
2025-08-14 | 13F | Cohen & Steers, Inc. | 810 | 30,02 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5 099 | -97,47 | 312 | -97,49 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 431 963 | 3,06 | 87 579 | 2,44 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 7 973 | 488 | ||||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 427 | 0,00 | 26 | 0,00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 642 | -3,47 | 406 | -4,02 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 6 421 | -1,91 | 393 | -2,49 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 3 800 | 0,00 | 232 | -0,43 | ||||
2025-08-07 | 13F | Midwest Trust Co | 3 946 | 241 | ||||||
2025-08-12 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 174 000 | 0,00 | 10 642 | -0,61 | ||||
2025-04-14 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 463 | 0,65 | 28 | 0,00 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 270 | 17 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7 615 | -1,79 | 466 | -2,52 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 477 270 | -0,76 | 29 190 | -1,36 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6 150 | -4,99 | 376 | -5,53 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 605 | 112,70 | 3 095 | 111,55 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
2025-07-17 | 13F | Delta Capital Management Llc | 11 400 | 0,00 | 1 | |||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 295 | -20,27 | 18 | -18,18 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 6 045 | 2,89 | 370 | 3,07 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1 400 | 0,00 | 86 | -1,16 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 6 897 | 0,00 | 422 | -0,71 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 130 | 0,00 | 8 | 0,00 | ||||
2025-08-01 | 13F | Motco | 245 | 0,00 | 15 | -6,67 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 582 | 0,00 | 36 | 0,00 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 86 063 | -0,63 | 5 264 | -1,22 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 12 952 | 0,00 | 792 | -0,50 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 8 550 | 0,00 | 523 | -0,76 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 429 | 26 | ||||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 412 | 4,04 | 25 | 4,17 | ||||
2025-08-06 | 13F | Nvwm, Llc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 872 | -6,26 | 114 | -6,56 | ||||
2025-08-12 | 13F | MAI Capital Management | 3 677 | -1,34 | 225 | -2,18 | ||||
2025-08-14 | 13F | Glenview Trust Co | 9 502 | 0,00 | 581 | -0,51 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 513 | -46,87 | 154 | -47,24 | ||||
2025-07-15 | 13F | Brewster Financial Planning LLC | 158 035 | 2,37 | 9 665 | 1,76 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 966 | -57,82 | 58 | -58,57 | ||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 10 106 | 618 | ||||||
2025-08-12 | 13F | NFP Retirement, Inc. | 54 379 | 366,45 | 3 326 | 363,74 | ||||
2025-08-14 | 13F | Mariner, LLC | 158 055 | -2,92 | 9 667 | -3,50 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 41 065 | 0,03 | 2 512 | -0,59 | ||||
2025-09-03 | 13F | American Trust | 6 235 | 381 | ||||||
2025-08-14 | 13F | UBS Group AG | 146 827 | -6,63 | 8 980 | -7,19 | ||||
2025-08-15 | 13F | Audent Global Asset Management, LLC | 15 311 | 0,92 | 936 | 0,32 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 385 | 0,52 | 24 | 0,00 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 19 371 | -22,60 | 1 185 | -23,07 | ||||
2025-08-08 | 13F | Bailard, Inc. | 21 515 | -3,06 | 1 316 | -3,66 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3 400 | 0,00 | 208 | -0,96 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 3 919 | 0,00 | 240 | -0,83 | ||||
2025-08-04 | 13F | Spire Wealth Management | 25 428 | 0,00 | 1 555 | -0,58 | ||||
2025-07-31 | 13F/A | Avion Wealth | 760 | 0,00 | 0 | |||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 5 600 | 0,00 | 342 | -0,58 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1 214 707 | -16,57 | 74 292 | -17,07 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 16 677 | 0,77 | 1 020 | 0,10 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 31 695 | -5,18 | 1 939 | -5,74 | ||||
2025-08-14 | 13F | Colony Group, LLC | 139 516 | 1,32 | 8 533 | 0,71 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 7 678 | -1,92 | 470 | -2,49 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 219 217 | -1,80 | 13 407 | -2,39 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 689 | 287 | ||||||
2025-08-13 | 13F | Hsbc Holdings Plc | 8 914 | -3,48 | 545 | -4,05 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 73 688 | -9,45 | 4 507 | -10,01 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 31 227 | 0,63 | 1 910 | 12,76 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 3 800 | 0,00 | 232 | -0,43 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 32 511 | 8,75 | 1 988 | 10,38 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 751 | 4,32 | 841 | 3,70 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 235 727 | -30,30 | 14 417 | -30,71 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F/A | CX Institutional | 718 | 360,26 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 278 | 0,00 | 211 | 1 141,18 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 4 410 | 0,00 | 270 | -0,74 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 4 700 | 0,19 | 287 | -0,35 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 4 000 | 0,00 | 245 | -0,81 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 15 531 | 0,00 | 950 | -0,63 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 24 430 | -1,40 | 1 494 | -1,97 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 60 287 | 6,32 | 3 687 | 5,67 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 88 | 0,00 | 5 | 0,00 | ||||
2025-05-09 | 13F | Charles Schwab Investment Management Inc | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 841 | 0,00 | 51 | 0,00 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 24 733 | 50,33 | 2 | 0,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2 766 | 165,20 | 169 | 172,58 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 117 680 | 0,58 | 7 197 | -0,03 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 199 | 0,51 | 12 | 0,00 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 79 464 | 0,17 | 4 860 | -0,43 | ||||
2025-08-07 | 13F | 1st Source Bank | 3 433 | 210 | ||||||
2025-07-10 | 13F | Piscataqua Savings Bank | 300 | 0,00 | 18 | 0,00 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 12 124 | -1,04 | 741 | -1,59 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 33 699 | 0,00 | 2 061 | -0,58 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 49 865 | -0,17 | 3 050 | -0,78 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 6 981 | -29,21 | 427 | -29,70 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 3 639 | 129,16 | 221 | 129,17 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 21 746 | 17,85 | 1 330 | 17,18 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 1 636 | 0,00 | 101 | 0,00 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 520 | 0,00 | 32 | 0,00 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4 510 | -5,25 | 276 | -5,82 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 291 | 0,00 | 18 | 0,00 | ||||
2025-07-31 | 13F | Strata Wealth Advisors, LLC | 10 047 | 5,15 | 614 | 4,60 | ||||
2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 39 953 | -0,05 | 2 444 | -0,65 | ||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 15 556 | -0,21 | 951 | -0,83 | ||||
2025-04-28 | NP | LEXI - Alexis Practical Tactical ETF | 103 213 | 14,38 | 6 528 | 9,37 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 6 351 | -0,89 | 388 | -1,52 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 36 509 | 0,10 | 2 233 | -0,53 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 17 245 | 0,49 | 1 | 0,00 | ||||
2025-07-18 | 13F | jvl associates llc | 21 912 | 0,00 | 1 340 | -0,59 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 176 021 | 48,18 | 10 765 | 47,28 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 15 | 1 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 5 737 | 0,00 | 346 | -1,99 | ||||
2025-04-28 | 13F | Principal Financial Group Inc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Ballentine Partners, LLC | 120 367 | 0,38 | 7 362 | -0,23 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 718 | -16,32 | 44 | -17,31 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 7 711 | 5,13 | 475 | 4,64 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Whittier Trust Co | 1 586 | 0,00 | 97 | -1,03 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 72 | 0,00 | 4 | 0,00 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 6 066 | -4,19 | 371 | -4,88 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 476 | -86,10 | 90 | -86,22 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 4 919 | -45,06 | 301 | -45,37 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 4 522 | 0,00 | 277 | -0,72 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 351 | 1,15 | 21 | 0,00 | ||||
2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 220 | 0,00 | 13 | 0,00 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 11 416 | 0,00 | 698 | -0,57 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 21 712 | 2,46 | 1 328 | 1,84 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 14 293 | -0,69 | 874 | -1,24 | ||||
2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 4 833 | -1,06 | 296 | -1,67 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 202 818 | -3,27 | 12 404 | -3,85 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 3 276 | -10,07 | 200 | -5,66 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 23 009 | 9,71 | 1 407 | 9,07 | ||||
2025-08-12 | 13F | Argent Trust Co | 6 760 | 0,00 | 413 | -0,48 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 130 | 0,00 | 8 | 0,00 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 5 573 | 0,00 | 341 | -0,58 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 570 | 0,00 | 35 | -2,86 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 92 | 109,09 | 6 | 150,00 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 52 | 0,00 | 3 | 0,00 | ||||
2025-08-14 | 13F | Ubs Asset Management Americas Inc | 8 862 | 542 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 581 | 136,36 | 158 | 134,33 |