Statistiques de base
Propriétaires institutionnels | 186 total, 186 long only, 0 short only, 0 long/short - change of 3,31% MRQ |
Allocation moyenne du portefeuille | 0.2536 % - change of 38,83% MRQ |
Actions institutionnelles (Long) | 8 652 066 (ex 13D/G) - change of 1,52MM shares 21,27% MRQ |
Valeur institutionnelle (Long) | $ 626 623 USD ($1000) |
Participation institutionnels et actionnaires
iShares Trust - iShares Morningstar Mid-Cap ETF (US:IMCB) détient 186 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 8,652,066 actions. Les principaux actionnaires incluent UBS Group AG, Morgan Stanley, RMG Wealth Management LLC, LPL Financial LLC, Commonwealth Equity Services, Llc, Means Investment Co., Inc., Raymond James Financial Inc, Cetera Investment Advisers, Steele Capital Management, Inc., and Matrix Trust Co .
iShares Trust - iShares Morningstar Mid-Cap ETF (ARCA:IMCB) 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 83,45 / share. Previously, on September 12, 2024, the share price was 73,40 / share. This represents an increase of 13,69% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Diversify Advisory Services, LLC | 8 729 | -3,06 | 706 | 7,29 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 841 | 465 | ||||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 1 596 | 1,79 | 127 | 9,48 | ||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 16 507 | -2,66 | 1 315 | 4,62 | ||||
2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 83 538 | 4,81 | 7 | 20,00 | ||||
2025-08-14 | 13F | UBS Group AG | 1 309 271 | 3,80 | 104 297 | 11,61 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 705 | 0,43 | 56 | 7,69 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 5 076 | 0,00 | 404 | 7,45 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 936 | 0,00 | 75 | 7,25 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 3 911 | 0,10 | 312 | 7,61 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6 | 0,00 | 0 | |||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 328 | 0,00 | 26 | 8,33 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 74 517 | -1,10 | 5 936 | 6,36 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 22 837 | 16,99 | 1 819 | 25,80 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 2 639 | 210 | ||||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 1 297 | 0,00 | 103 | 7,29 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 3 216 | 0,34 | 256 | 8,02 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 618 | 209 | ||||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 3 882 | -34,82 | 309 | -29,93 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 1 451 | 0,00 | 116 | 7,48 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 12 085 | -6,91 | 978 | 1,77 | ||||
2025-08-13 | 13F | Haverford Trust Co | 6 517 | 0,00 | 519 | 7,68 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 64 764 | 1,21 | 5 159 | 8,84 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 1 348 | 97,65 | 107 | 114,00 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 245 | -23,85 | 99 | -18,18 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 12 425 | 990 | ||||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-15 | 13F | Truefg, Llc | 9 332 | -0,70 | 743 | 6,75 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 3 184 | 6,88 | 254 | 15,00 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 2 650 | -33,50 | 211 | -28,47 | ||||
2025-07-25 | 13F | Cwm, Llc | 13 933 | 3,84 | 1 | |||||
2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 482 | 0,21 | 38 | 8,57 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 8 149 | -3,34 | 649 | 4,01 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 209 | 0,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 43 380 | 0,00 | 3 456 | 7,53 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 692 | 0,29 | 55 | 7,84 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9 380 | 39,81 | 747 | 50,30 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 4 978 | 397 | ||||||
2025-04-24 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Franklin Resources Inc | 2 000 | 0,00 | 159 | 7,43 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 5 586 | 0,00 | 445 | 7,51 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 184 | 0,00 | 15 | 7,69 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 4 000 | 0,00 | 319 | 7,43 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 81 572 | 6 498 | ||||||
2025-08-05 | 13F | Huntington National Bank | 80 | 6,76 | ||||||
2025-08-07 | 13F | Summit Asset Management, LLC | 9 855 | 0,00 | 785 | 7,53 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 382 362 | -4,16 | 30 | 3,45 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Means Investment Co., Inc. | 319 053 | 5,32 | 25 416 | 13,25 | ||||
2025-08-07 | 13F | Allworth Financial LP | 439 | 0,00 | 35 | 9,68 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 360 | 0,00 | 108 | 8,00 | ||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 3 822 | 0,00 | 304 | 7,42 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 382 | 5,82 | 30 | 15,38 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 5 600 | -9,98 | 450 | -2,17 | ||||
2025-08-12 | 13F | Archer Investment Corp | 1 099 | 242,37 | 88 | 278,26 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 659 | 4,57 | 1 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 977 | 0,21 | 78 | 6,94 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 177 | 0,57 | 14 | 7,69 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 30 634 | -1,47 | 2 482 | 7,73 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 957 | -2,15 | 76 | 2,70 | ||||
2025-08-08 | 13F | Creative Planning | 4 592 | 13,95 | 366 | 22,48 | ||||
2025-07-14 | 13F | Matrix Trust Co | 177 216 | 1,39 | 14 | 16,67 | ||||
2025-07-28 | 13F | Copia Wealth Management | 10 | 0,00 | 1 | |||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 68 964 | 0,25 | 5 494 | 7,79 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 48 553 | -2,79 | 3 868 | 4,51 | ||||
2025-08-12 | 13F | MAI Capital Management | 340 | 0,00 | 27 | 8,00 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 47 512 | 2,22 | 3 785 | 10,39 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 108 491 | 2,80 | 8 642 | 10,54 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 7 671 | 611 | ||||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 3 526 | 0,00 | 281 | 7,28 | ||||
2025-07-24 | 13F | Blair William & Co/il | 19 | 0,00 | 2 | 0,00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 34 308 | 5,89 | 2 733 | 13,83 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 42 | 0,00 | 3 | 0,00 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 7 963 | 6,27 | 634 | 14,23 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 1 100 | 0,00 | 88 | 7,41 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 6 354 | 29,07 | 506 | 39,01 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 | 0 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1 930 | -1,43 | 154 | 5,52 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 370 | 29 | ||||||
2025-07-30 | 13F | Financial Perspectives, Inc | 6 138 | 4,12 | 489 | 11,93 | ||||
2025-06-11 | 13F | Fortitude Financial, LLC | 70 502 | -85,42 | 5 223 | -85,82 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 300 | 0,00 | 24 | 4,55 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 838 | 0,00 | 863 | 7,61 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 121 599 | 1,08 | 10 | 12,50 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 113 909 | -2,91 | 9 074 | 4,46 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 7 464 | 0,00 | 595 | 7,61 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 727 | -84,34 | 695 | -83,16 | ||||
2025-08-14 | 13F | Mariner, LLC | 7 121 | -3,27 | 567 | 4,04 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 153 163 | 2 080,88 | 12 201 | 2 246,15 | ||||
2025-08-13 | 13F | M&t Bank Corp | 6 162 | 69,47 | 491 | 82,16 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 675 | 0,00 | 133 | 7,26 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 11 938 | -16,70 | 951 | -12,92 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 139 | 1,99 | 1 047 | 9,64 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 2 880 | -18,53 | 229 | -12,26 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 11 930 | 0,50 | 950 | 8,08 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 20 889 | 0,18 | 1 664 | 7,77 | ||||
2025-05-09 | 13F | Bouchey Financial Group Ltd | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Rede Wealth, LLC | 10 445 | 2,99 | 832 | 10,79 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 128 821 | 1,29 | 10 266 | 8,91 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 707 | 0,11 | 0 | |||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 10 200 | 0,00 | 813 | 7,55 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3 560 | 0,00 | 284 | 7,60 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 240 | 0,00 | 19 | 11,76 | ||||
2025-08-05 | 13F | Tsfg, Llc | 420 | 0,00 | 0 | |||||
2025-08-14 | 13F | Glenview Trust Co | 3 887 | 0,00 | 310 | 7,67 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 23 750 | -1,80 | 1 892 | 5,58 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 1 423 | -20,86 | 113 | -15,04 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 81 593 | -21,23 | 6 500 | -15,30 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 220 | 0,00 | 18 | 6,25 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 107 230 | 2,84 | 8 542 | 10,58 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 67 204 | 31,88 | 5 353 | 41,80 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 27 254 | 10,63 | 2 171 | 18,96 | ||||
2025-05-08 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5 694 | 0,33 | 454 | 7,86 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 4 803 | 0,00 | 383 | 7,61 | ||||
2025-07-31 | 13F/A | Avion Wealth | 643 | 0,00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 4 402 | 29,78 | 348 | 39,76 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 11 532 | 0,00 | 928 | 13,60 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 3 446 | 0,00 | 275 | 7,45 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 786 | 0,00 | 142 | 7,58 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 498 843 | 9,97 | 39 738 | 18,25 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 12 | 0,00 | 1 | |||||
2025-08-11 | 13F | Citigroup Inc | 4 103 | -2,10 | 327 | 5,16 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 328 | 0,00 | 24 | 9,09 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 181 928 | 0,89 | 14 492 | 8,49 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7 264 | -23,58 | 579 | -6,92 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 316 | -22,55 | 25 | -19,35 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 2 617 | -3,25 | 208 | 4,00 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6 935 | 552 | ||||||
2025-07-18 | 13F | Benchmark Wealth Management, LLC | 55 403 | 0,04 | 4 413 | 7,58 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 17 856 | -7,91 | 1 422 | -0,97 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 254 715 | 5,02 | 99 951 | 12,93 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 1 736 | 138 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 3 051 | -3,91 | 243 | 3,40 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 280 | 0,00 | 22 | 10,00 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38 738 | 8,69 | 3 086 | 16,86 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 184 | 0,00 | 15 | 7,69 | ||||
2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 4 300 | 0,00 | 343 | 7,55 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 42 691 | 1 347,15 | 3 401 | 1 452,51 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 43 592 | 0,00 | 3 473 | 7,53 | ||||
2025-04-10 | 13F | Portside Wealth Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 308 | 0,00 | 25 | 9,09 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 860 | 0,18 | 546 | 7,69 | ||||
2025-08-14 | 13F | Fmr Llc | 14 672 | -12,54 | 1 169 | -5,96 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 9 450 | 20,41 | 753 | 29,43 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4 594 | 0,15 | 366 | 7,67 | ||||
2025-07-17 | 13F | XML Financial, LLC | 3 740 | -1,24 | 298 | 6,07 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 19 056 | -7,99 | 1 518 | -1,04 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83 245 | 1,08 | 6 631 | 8,69 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 4 790 | 0,34 | 382 | 7,93 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 317 974 | -1,15 | 25 330 | 6,29 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 4 711 | -0,32 | 375 | 7,14 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 17 | 0,00 | 1 | 0,00 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 39 303 | 4,60 | 3 131 | 12,47 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 36 400 | 1,20 | 2 900 | 8,82 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3 825 | 305 | ||||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 92 496 | 3,33 | 7 368 | 11,11 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 25 892 | 3,99 | 2 063 | 11,82 | ||||
2025-08-14 | 13F | Comerica Bank | 6 077 | 6,15 | 484 | 14,15 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 161 | 0,00 | 252 | 7,26 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 5 284 | 0,00 | 421 | 7,42 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 34 725 | 7,43 | 2 766 | 15,54 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 23 209 | -1,44 | 1 849 | 5,96 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 53 929 | 16,56 | 4 296 | 25,32 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 17 498 | -1,80 | 1 394 | 5,53 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 4 520 | 0,00 | 372 | 13,46 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 68 | 0,00 | 5 | 0,00 | ||||
2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 3 851 | 0,00 | 307 | 7,37 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 3 089 | 0,00 | 246 | 7,89 | ||||
2025-07-10 | 13F | Three Seasons Wealth, LLC | 4 686 | -0,66 | 373 | 6,88 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 958 | 0,42 | 76 | 8,57 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 2 001 | 0,25 | 159 | 8,16 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 177 217 | 1,39 | 14 117 | 9,03 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 47 602 | 11,28 | 3 792 | 19,63 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 96 | 8 | ||||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4 256 | 0,33 | 0 | |||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 60 | 0,00 | 0 | |||||
2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 7 632 | 608 | ||||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8 522 | -18,80 | 679 | -12,74 | ||||
2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 2 383 | -76,52 | 190 | -74,83 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 1 083 709 | 87 672 | ||||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 241 | 0,00 | 19 | 11,76 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 163 | 0,84 | 172 | 8,86 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 67 124 | -0,44 | 5 347 | 7,07 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3 012 | 0,00 | 240 | 7,17 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 4 053 | 323 | ||||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 5 392 | 0,00 | 430 | 7,52 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 480 | 100,00 | 357 | 115,76 | ||||
2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 3 114 | 250 | ||||||
2025-07-10 | 13F | Security National Bank | 100 | 0,00 | 8 | 0,00 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 228 | 18 | ||||||
2025-07-14 | 13F | Sowell Financial Services LLC | 38 539 | 3 070 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 2 893 | 4,82 | 230 | 12,75 |