Statistiques de base
Propriétaires institutionnels | 293 total, 291 long only, 0 short only, 2 long/short - change of -13,27% MRQ |
Allocation moyenne du portefeuille | 0.1114 % - change of -13,27% MRQ |
Actions institutionnelles (Long) | 25 415 414 (ex 13D/G) - change of 0,91MM shares 3,71% MRQ |
Valeur institutionnelle (Long) | $ 954 580 USD ($1000) |
Participation institutionnels et actionnaires
iShares Trust - iShares Global Energy ETF (US:IXC) détient 293 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 25,415,414 actions. Les principaux actionnaires incluent Fisher Asset Management, LLC, Bank Of America Corp /de/, Colony Group, LLC, Morgan Stanley, Evergreen Capital Management Llc, UBS Group AG, Verger Capital Management LLC, LPL Financial LLC, Commonwealth Equity Services, Llc, and Versant Capital Management, Inc .
iShares Trust - iShares Global Energy ETF (ARCA:IXC) 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 10, 2025 is 41,50 / share. Previously, on September 11, 2024, the share price was 38,94 / share. This represents an increase of 6,57% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | Allworth Financial LP | 484 | 30,46 | 19 | 35,71 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12 192 | 0,13 | 479 | -6,45 | ||||
2025-08-15 | 13F | Morgan Stanley | 825 170 | 9,80 | 32 421 | 2,54 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15 241 | 17,23 | 599 | 9,52 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 163 | 11,64 | 6 | 0,00 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 10 | -98,35 | 0 | -100,00 | ||||
2025-04-11 | 13F | Ehrlich Financial Group | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-06 | 13F | One Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 397 461 | 130,11 | 16 | 114,29 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 10 072 | -3,64 | 396 | -0,75 | ||||
2025-05-09 | 13F | Liberty Wealth Management Llc | 12 152 | 17,92 | 130 | -67,18 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | First Manhattan Co | 6 007 | 236 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
2025-04-11 | 13F | Unique Wealth, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 489 | 0,00 | 19 | -5,00 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 23 024 | -16,02 | 905 | -21,60 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44 268 | 2,56 | 1 777 | -2,09 | ||||
2025-07-31 | 13F | GenTrust, LLC | 134 381 | -16,56 | 5 280 | -22,08 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 77 | 2,67 | 3 | 0,00 | ||||
2025-04-18 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 444 | -50,17 | 17 | -54,05 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 5 885 | -29,82 | 231 | -34,37 | ||||
2025-08-12 | 13F | Aviso Financial Inc. | 215 | 8 | ||||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 404 | 17 | ||||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1 | 0,00 | 0 | |||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 1 184 | 47 | ||||||
2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 11 439 | -6,42 | 449 | -12,65 | ||||
2025-07-22 | 13F | Partners Wealth Management, Llc | 11 227 | 0,00 | 474 | 0,42 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 11 275 | -38,47 | 443 | -42,60 | ||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 6 151 | 0,00 | 243 | -5,81 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 122 | -12,09 | 0 | |||||
2025-05-07 | 13F | New Republic Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 73 | 0,00 | 3 | -33,33 | ||||
2025-04-23 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 65 831 | 184,42 | 2 585 | 165,84 | ||||
2025-05-06 | 13F | Madison Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2 761 | 32,93 | 108 | 24,14 | ||||
2025-08-12 | 13F | Change Path, LLC | 22 091 | 25,64 | 868 | 17,32 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 636 | -17,62 | 25 | -25,00 | ||||
2025-07-11 | 13F | Financial Advisory Corp | 294 640 | 1,72 | 11 576 | -5,01 | ||||
2025-05-01 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | ICICI Prudential Asset Management Co Ltd | 15 750 | 0,00 | 619 | -6,65 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 1 447 | -3,08 | 57 | -9,68 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 437 | 0,00 | 17 | -5,56 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 17 929 | 19,16 | 704 | 11,39 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 6 302 | 0,00 | 248 | -6,79 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 9 865 | -9,23 | 388 | -15,32 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Trexquant Investment LP | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Blair William & Co/il | 4 327 | 0,00 | 170 | -6,59 | ||||
2025-08-06 | 13F | Climber Capital SA | 21 498 | 9,53 | 838 | 33,87 | ||||
2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 8 988 | 0,00 | 343 | 0,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 253 231 | -2,25 | 49 239 | -8,71 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 7 809 | 0 | ||||||
2025-08-14 | 13F | Quantinno Capital Management LP | 10 635 | 22,10 | 418 | 13,93 | ||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 13 534 | 1,06 | 532 | -5,68 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 389 | 0,00 | 15 | 7,14 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 7 093 | -14,36 | 288 | -7,12 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | Tidemark, LLC | 3 | 0,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 28 549 | -49,25 | 1 122 | -52,62 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 178 | 0,00 | 7 | 16,67 | ||||
2025-08-08 | 13F | Avalon Trust Co | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Founders Capital Management | 132 | 0,00 | 5 | 0,00 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 55 612 | -50,35 | 2 | -50,00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 5 417 | -21,28 | 213 | -26,64 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 867 | -10,43 | 191 | -16,23 | ||||
2025-05-06 | 13F | ShoreHaven Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 2 389 | -26,17 | 94 | -31,62 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 429 | 0,00 | 17 | -11,11 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 5 576 | -27,82 | 219 | -32,41 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 888 | -1,46 | 74 | -7,50 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 152 700 | -47,83 | 5 999 | -51,28 | ||||
2025-08-11 | 13F | Citigroup Inc | 12 445 | -15,92 | 489 | -21,54 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 27 844 | -21,99 | 1 | 0,00 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 15 285 | 12,10 | 1 | |||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 5 351 | 0,00 | 210 | -6,67 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 42 | -97,69 | 2 | -98,68 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 253 826 | 20,57 | 9 973 | 12,60 | ||||
2025-08-12 | 13F | LPL Financial LLC | 400 230 | 21,62 | 15 725 | 13,59 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 6 876 | -11,59 | 270 | -17,43 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 37 500 | 1 473 | |||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 13 449 | 92,73 | 528 | 80,20 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 51 207 | 30,80 | 2 012 | 22,10 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 30 400 | -17,91 | 1 194 | -23,31 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 7 112 | 1,93 | 279 | -4,78 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 49 681 | -5,76 | 1 952 | -12,00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12 719 | -27,23 | 500 | -32,11 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 661 | 0,00 | 26 | -7,41 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 34 374 | -19,38 | 1 351 | -24,71 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 6 779 | 0,00 | 266 | -6,67 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 251 930 | -2,91 | 9 898 | -9,33 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30 069 | -5,27 | 1 181 | -11,54 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 896 | -42,64 | 35 | -46,15 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Abbot Financial Management, Inc. | 19 727 | 0,35 | 775 | -6,17 | ||||
2025-07-31 | 13F | Ssa Swiss Advisors Ag | 21 220 | -1,60 | 849 | -6,50 | ||||
2025-08-14 | 13F | Wellington Management Group Llp | 11 979 | -50,17 | 471 | -53,51 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 8 372 | 0,00 | 329 | -6,82 | ||||
2025-05-16 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | -100,00 | 0 | |||||
2025-04-30 | 13F | Sofos Investments, Inc. | 31 | 0,00 | 1 | 0,00 | ||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 306 833 | 18,93 | 12 | 20,00 | ||||
2025-05-15 | 13F | Mcmorgan & Co Llc | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 1 000 | 0,00 | 39 | -7,14 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 006 | -55,63 | 393 | -58,54 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 58 683 | 22,99 | 2 306 | 14,85 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 8 045 | -77,02 | 316 | -78,53 | ||||
2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Diversified Trust Co | 5 947 | 0,00 | 234 | -6,80 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 14 459 | 0,00 | 568 | -6,58 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 8 172 | 23,59 | 0 | |||||
2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Brighton Jones Llc | 9 299 | -0,59 | 365 | -7,12 | ||||
2025-08-05 | 13F | Key FInancial Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Ancora Advisors, LLC | 607 | -16,62 | 24 | -23,33 | ||||
2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 49 | -51,00 | 2 | -75,00 | ||||
2025-04-16 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15 | -21,05 | 1 | |||||
2025-07-16 | 13F | Bright Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 19 454 | 3,25 | 764 | -3,54 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | BCO Wealth Management LLC | 13 799 | 0,00 | 542 | -6,55 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 1 758 | 2 153,85 | 69 | 2 200,00 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 241 | 0,00 | 9 | -10,00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 110 300 | 3,71 | 4 334 | -3,15 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 155 993 | 65,63 | 6 129 | 54,67 | ||||
2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 92 899 | 2,99 | 3 650 | -3,82 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 37 600 | 1 477 | |||||
2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3 455 | 136 | ||||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 8 838 | 0,00 | 347 | -6,47 | ||||
2025-08-11 | 13F | Eq Llc | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Bank of New Hampshire | 600 | 0,00 | 24 | -8,00 | ||||
2025-08-14 | 13F | Fmr Llc | 5 122 | -28,13 | 201 | -32,78 | ||||
2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | MBA Advisors LLC | 5 732 | 0,00 | 225 | -6,64 | ||||
2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | -100,00 | |||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17 | 1 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 6 089 | -14,64 | 245 | -9,26 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 627 | 0,00 | 25 | -7,69 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 13 | 0,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 16 822 | -20,33 | 1 | |||||
2025-08-08 | 13F | Creative Planning | 46 611 | -5,62 | 1 831 | -11,84 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Lynx Investment Advisory | 6 568 | -11,34 | 258 | -17,04 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 40 865 | 5,18 | 1 614 | -1,71 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 46 | 0,00 | 2 | 0,00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 11 822 | -32,35 | 464 | -36,87 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 12 | 0,00 | 0 | |||||
2025-08-11 | 13F | Pineridge Advisors LLC | 609 | 1,84 | 24 | -8,00 | ||||
2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 8 446 | -32,44 | 332 | -36,95 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 276 501 | -2,13 | 10 864 | -8,60 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 9 370 | -23,39 | 368 | -28,40 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 52 300 | 0,00 | 2 | 0,00 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 182 | 2,25 | 7 | 0,00 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
2025-05-13 | 13F | Clear Street Markets Llc | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 10 419 | 0,29 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49 556 | -10,24 | 2 | -50,00 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 1 309 | 0,00 | 51 | -7,27 | ||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | James Investment Research Inc | 28 488 | -0,24 | 1 119 | -6,83 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 162 | 0,00 | 6 | 0,00 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 193 | 0,00 | 8 | -12,50 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 2 452 | 0,00 | 96 | -6,80 | ||||
2025-07-24 | 13F | Certus Wealth Management, LLC | 7 603 | -24,66 | 299 | -23,39 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 1 184 | 0,00 | 50 | 8,89 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 7 469 | -34,87 | 293 | -39,21 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 133 283 | 17,90 | 5 237 | 10,12 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Banco Santander, S.A. | 34 979 | 2,52 | 1 374 | -4,25 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 29 | -79,86 | 1 | -83,33 | ||||
2025-04-22 | 13F | Country Trust Bank | 141 | 0,00 | 5 | 0,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 6 381 | 251 | ||||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Huntington National Bank | 158 | -6,55 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 16 552 | 52,20 | 650 | 42,23 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 532 | 1,72 | 21 | -4,76 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 356 | -34,20 | 14 | -36,36 | ||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 1 000 | 12,99 | 39 | -7,14 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 7 | 0,00 | 0 | |||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 004 | 92,56 | 118 | 81,54 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 143 153 | 4,43 | 5 624 | -2,48 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 234 | -1,68 | 9 | -10,00 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 13 497 | 0,00 | 514 | -7,22 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 108 873 | -2,44 | 4 278 | -8,88 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 35 150 | -1,15 | 1 381 | -7,63 | ||||
2025-05-15 | 13F | Insight Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 112 344 | -3,74 | 4 414 | -10,10 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 4 051 | 1 120,18 | 159 | 1 123,08 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 91 066 | -0,14 | 3 578 | -6,75 | ||||
2025-08-13 | 13F | Mackenzie Financial Corp | 5 130 | 2,72 | 202 | -4,29 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 36 482 | -3,56 | 1 433 | -9,93 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 6 006 | -4,58 | 236 | -10,98 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 1 036 | 0,00 | 41 | -6,98 | ||||
2025-04-30 | 13F | M&t Bank Corp | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 20 420 | 6,66 | 802 | -0,37 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 4 961 | 1,22 | 195 | -5,83 | ||||
2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 115 | 0,00 | 5 | 0,00 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 330 | 0,00 | 52 | -5,45 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 5 100 | 0,00 | 200 | -6,54 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 521 687 | 13,91 | 20 497 | 6,39 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 1 432 | 1,70 | 56 | -5,08 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1 627 | -0,61 | 64 | -7,35 | ||||
2025-07-23 | 13F | Financial Life Advisors | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 26 576 | -1,09 | 1 044 | -7,61 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | McMahon Financial Advisors, LLC | 281 064 | 0,18 | 11 043 | -6,43 | ||||
2025-05-07 | 13F | Sunpointe, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Prudential Plc | 78 800 | 25,88 | 3 096 | 17,58 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 565 | 0,00 | 22 | -4,35 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 596 807 | -1,86 | 23 449 | -8,34 | ||||
2025-07-09 | 13F | Triumph Capital Management | 6 763 | -31,72 | 266 | -36,30 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8 500 | 334 | ||||||
2025-08-04 | 13F | Wealth Management Associates, Inc. | 14 560 | 0,69 | 572 | -5,92 | ||||
2025-05-05 | 13F | Gries Financial Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 100 | -58,51 | 4 | -70,00 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18 500 | 13,87 | 727 | 6,30 | ||||
2025-07-21 | 13F | Credential Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-07 | 13F | Security Financial Services, INC. | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 298 170 | -4,46 | 11 715 | -10,77 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 101 803 | 11,26 | 4 004 | 3,89 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 111 730 | -1,34 | 4 390 | -7,87 | ||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 288 461 | -0,81 | 11 334 | -7,36 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | MA Private Wealth | 13 328 | -90,24 | 524 | -90,90 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 300 | 0,00 | 12 | 0,00 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 38 000 | 1,11 | 1 493 | -5,15 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 919 | 4,90 | 311 | -1,89 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 16 | 0,00 | 1 | |||||
2025-07-16 | 13F | Dakota Wealth Management | 54 222 | -10,11 | 2 130 | -16,04 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 53 | 0,00 | 2 | 0,00 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 25 833 | 140,84 | 1 015 | 124,83 | ||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 8 000 | -1,23 | 314 | -7,65 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 5 508 | -10,58 | 216 | -16,60 | ||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 990 | 0,00 | 39 | -7,32 | ||||
2025-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 304 | 0,00 | 12 | -8,33 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Kilter Group LLC | 1 899 | 75 | ||||||
2025-08-12 | 13F | MAI Capital Management | 20 164 | -2,02 | 792 | -8,44 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 109 623 | 6,38 | 4 307 | -0,65 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 2 047 | 0,00 | 80 | -6,98 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 58 | 0,00 | 2 | 0,00 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 14 161 | 0,00 | 556 | -6,55 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 5 607 | -25,45 | 228 | -28,16 | ||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 32 369 | -15,79 | 1 272 | -21,40 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 323 | -16,11 | 131 | -5,11 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 404 | 0,00 | 16 | -6,25 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 158 813 | 544,25 | 6 240 | 501,64 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 3 398 | -28,25 | 134 | -26,11 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 17 299 | -14,41 | 680 | -20,12 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 7 774 | 12,16 | 305 | 4,81 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 32 169 | -0,50 | 1 264 | -7,13 | ||||
2025-04-10 | 13F | Cypress Wealth Services, LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 1 034 | 74,07 | 41 | 66,67 | ||||
2025-05-15 | 13F | One Wealth Capital Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Fairscale Capital, LLC | 244 | 10 | ||||||
2025-04-30 | 13F | Horst & Graben Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 13 602 | 1,86 | 534 | -5,32 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 7 109 | -10,22 | 279 | -16,22 | ||||
2025-07-24 | 13F | Verger Capital Management LLC | 458 429 | 8,23 | 18 012 | 1,08 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 33 864 | -3,13 | 1 | 0,00 | ||||
2025-04-15 | 13F | Collier Financial | 940 | -97,75 | 40 | -97,55 | ||||
2025-04-24 | 13F | Tsfg, Llc | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 356 | 0,00 | 53 | -7,02 | ||||
2025-08-14 | 13F | Colony Group, LLC | 855 352 | -3,61 | 33 607 | -9,98 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 9 407 | 37,31 | 370 | 28,13 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 12 533 974 | 14,89 | 492 460 | 7,30 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 23 | 0,00 | 1 | |||||
2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 21 | 0,00 | 1 | |||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 222 | 1,50 | 48 | -4,00 | ||||
2025-08-08 | 13F | Everett Harris & Co /ca/ | 10 000 | 0,00 | 393 | -6,67 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 152 | 0,00 | 6 | 0,00 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 638 | 0,00 | 25 | -3,85 | ||||
2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 440 | -55,15 | 96 | -54,76 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 33 619 | -27,55 | 1 321 | -32,38 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 53 286 | -60,69 | 2 094 | -63,29 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 5 033 | -30,39 | 198 | -35,20 | ||||
2025-07-22 | 13F | Gsa Capital Partners Llp | 6 296 | 18,06 | 0 | |||||
2025-07-10 | 13F | Wedmont Private Capital | 5 658 | 229 | ||||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 617 | 0,00 | 24 | -4,00 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 8 343 | 1,71 | 328 | -5,22 | ||||
2025-07-31 | 13F/A | Avion Wealth | 144 | 0,00 | 0 | |||||
2025-05-13 | 13F | Schroder Investment Management Group | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 2 500 | 0,00 | 98 | -6,67 | ||||
2025-08-04 | 13F | Spire Wealth Management | 3 967 | -15,36 | 156 | -21,32 | ||||
2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Daiwa Securities Group Inc. | 5 600 | 0,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 58 788 | -46,18 | 2 310 | -49,75 | ||||
2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 250 | 0,00 | 10 | -10,00 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 662 | 7,82 | 183 | 1,10 | ||||
2025-07-28 | 13F | J.Safra Asset Management Corp | 3 831 | 151 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1 150 | 0,00 | 45 | -6,25 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5 320 | 0,40 | 209 | -5,86 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6 305 | 248 | ||||||
2025-08-08 | 13F | Family Firm, Inc. | 117 971 | 0,87 | 4 635 | -5,79 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 988 | 10,94 | 550 | 3,58 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 425 | -23,15 | 17 | -30,43 | ||||
2025-08-11 | 13F | Sofi Wealth, Llc | 327 | 0,93 | 13 | -7,69 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 31 | 0,00 | 1 | 0,00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 50 165 | 9,15 | 1 977 | 3,02 | ||||
2025-04-25 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
2025-05-02 | 13F | KM Capital Management Ltd. | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | LOM Asset Management Ltd | 1 430 | 0 | ||||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 6 218 | -1,00 | 244 | -7,58 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 752 | 30 477,78 | 105 | |||||
2025-08-13 | 13F | Hsbc Holdings Plc | 5 900 | 0,00 | 232 | -6,85 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
2025-04-30 | 13F | Quotient Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 0 | 0 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 469 | 1,15 | 176 | -5,41 | ||||
2025-07-30 | 13F | Townsend & Associates, Inc | 4 992 | 201 | ||||||
2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 212 | -46,78 | 87 | -50,57 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 239 | 0,08 | 49 | -7,69 | ||||
2025-04-14 | 13F | Buttonwood Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 16 102 | 0,00 | 633 | -6,65 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14 337 | -4,86 | 563 | -11,06 | ||||
2025-04-25 | 13F | Wall Street Financial Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 21 284 | 0,07 | 836 | -6,49 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 | 0,00 | 0 | |||||
2025-08-06 | 13F | SOUTH STATE Corp | 1 168 | 0,00 | 46 | -8,16 | ||||
2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | Front Row Advisors LLC | 248 | 0,00 | 10 | -10,00 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 356 343 | 1,76 | 14 001 | -4,96 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 1 704 | 0,00 | 67 | -7,04 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 53 | 0,00 | 2 | 0,00 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 1 206 | 1,69 | 47 | -4,08 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 350 | 14 | ||||||
2025-07-25 | 13F | We Are One Seven, LLC | 5 100 | -13,40 | 200 | -19,03 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 30 000 | 50,00 | 1 179 | 40,07 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 11 775 | -0,08 | 463 | -6,67 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 6 960 | -0,49 | 273 | -7,14 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 12 066 | 13,63 | 474 | 6,28 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 40 311 | 0,69 | 1 584 | -6,00 | ||||
2025-05-05 | 13F | West Wealth Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 4 011 | -10,43 | 158 | -7,65 | ||||
2025-05-09 | 13F | Kickstand Ventures, Llc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 800 | -83,14 | 228 | -84,31 | |||
2025-08-12 | 13F | Sierra Summit Advisors Llc | 64 762 | 2,35 | 2 544 | -4,40 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 48 309 | 116,83 | 1 898 | 102,56 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 24 736 | 0,06 | 972 | -6,63 | ||||
2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 12 995 | -13,12 | 511 | -18,92 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 106 | 5 200,00 | 4 | |||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 1 | 0,00 | 0 | |||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 4 535 | 0,00 | 178 | -6,32 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 618 | 0,94 | 64 | -5,97 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 8 381 | -5,21 | 329 | -11,32 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 513 | 0,00 | 20 | -4,76 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 744 | 1,64 | 29 | -3,33 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 53 038 | -87,89 | 2 084 | -88,69 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 96 384 | -31,86 | 3 787 | -36,37 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 6 | -97,81 | 0 | -100,00 | ||||
2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-30 | 13F | Fiduciary Planning LLC | 17 808 | -21,06 | 700 | -26,34 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 126 006 | 1,17 | 4 951 | -5,52 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 11 656 | -60,63 | 458 | -63,29 | ||||
2025-07-16 | 13F | Ayalon Holdings Ltd. | 107 474 | 0,00 | 4 | 0,00 |