Basisstatistiken
| Institutionelle Eigentümer | 963 total, 963 long only, 0 short only, 0 long/short - change of 1,47% MRQ |
| Durchschnittliche Portfolioallokation | 0.3112 % - change of 1,73% MRQ |
| Institutionelle Aktien (Long) | 81.910.151 (ex 13D/G) - change of -0,12MM shares -0,14% MRQ |
| Institutioneller Wert (Long) | $ 10.795.097 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
iShares Trust - iShares Russell Mid-Cap Value ETF (CL:IWS) hat 963 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 81,910,151 Aktien. Die größten Aktionäre sind Jones Financial Companies Lllp, Morgan Stanley, Wells Fargo & Company/mn, Bank Of America Corp /de/, Tiaa Trust, National Association, Envestnet Portfolio Solutions, Inc., First Citizens Bank & Trust Co, Royal Bank Of Canada, Us Bancorp \de\, and Commonwealth Equity Services, Llc .
iShares Trust - iShares Russell Mid-Cap Value ETF (SNSE:IWS) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.
Fondsstimmung-Score
Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.
Aktualisierungshäufigkeit: Täglich
Siehe Ownership Explorer, der eine Liste der am höchsten bewerteten Unternehmen enthält.
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13F und NPORT Einreichungen
Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.
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Load All| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | FineMark National Bank & Trust | 9.730 | -3,31 | 1.359 | 2,18 | ||||
| 2025-10-08 | 13F | Rise Advisors, LLC | 195 | -3,47 | 27 | 3,85 | ||||
| 2025-10-14 | 13F | Private Client Services, Llc | 2.934 | -2,49 | 410 | 3,02 | ||||
| 2025-11-17 | 13F | Palisade Asset Management, LLC | 310 | 43 | ||||||
| 2025-11-12 | 13F | BCGM Wealth Management, LLC | 2.280 | 0,35 | 318 | 6,00 | ||||
| 2025-11-04 | 13F | MWA Asset Management | 11.175 | -0,58 | 1.561 | 5,05 | ||||
| 2025-11-13 | 13F | Legacy Advisors, LLC | 1.680 | 235 | ||||||
| 2025-10-24 | 13F/A | FLP Wealth Management, LLC | 2.981 | 14,21 | 416 | 20,93 | ||||
| 2025-10-21 | 13F | Global Retirement Partners, LLC | 19.090 | 0,08 | 2.666 | 5,79 | ||||
| 2025-11-03 | 13F | Bensler, LLC | 4.309 | -0,55 | 602 | 5,07 | ||||
| 2025-11-06 | 13F | Prospera Financial Services Inc | 10.271 | -0,23 | 1.435 | 5,51 | ||||
| 2025-10-29 | 13F | Verdence Capital Advisors LLC | 1.885 | 0,00 | 266 | 6,43 | ||||
| 2025-10-09 | 13F | North Capital, Inc. | 41 | 2,50 | 6 | 0,00 | ||||
| 2025-10-16 | 13F | Tower View Investment Management & Research LLC | 61 | 1,67 | 8 | 14,29 | ||||
| 2025-11-12 | 13F | Monetary Management Group Inc | 5.350 | 0,00 | 747 | 5,81 | ||||
| 2025-11-05 | 13F | Financial Guidance Group, Inc. | 9.740 | 0,01 | 1.360 | 5,75 | ||||
| 2025-11-10 | 13F | Cary Street Partners Financial Llc | 5.872 | -5,84 | 820 | -0,49 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-24 | 13F | We Are One Seven, LLC | 2.581 | -1,79 | 360 | 3,75 | ||||
| 2025-11-24 | 13F | CIBC Private Wealth Group, LLC | 134.156 | 0,08 | 18.738 | 5,78 | ||||
| 2025-11-07 | 13F | Fiera Capital Corp | 1.634 | -1,74 | 228 | 4,11 | ||||
| 2025-11-12 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-11-24 | 13F | Pointe Capital Management LLC | 12.935 | 24,42 | 1.807 | 31,54 | ||||
| 2025-10-16 | 13F | Highland Capital Management, Llc | 3.779 | -7,33 | 528 | -2,04 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 75.513 | 3,51 | 10.549 | 9,41 | ||||
| 2025-10-16 | 13F | Horst & Graben Wealth Management LLC | 13.411 | 0,59 | 1.873 | 6,36 | ||||
| 2025-11-04 | 13F | Topsail Wealth Management, LLC | 3.084 | 0,00 | 431 | 5,65 | ||||
| 2025-10-29 | 13F | Theory Financial Llc | 2.293 | 0,00 | 320 | 3,57 | ||||
| 2025-11-13 | 13F | Winthrop Capital Management, LLC | 139 | 0,00 | 0 | |||||
| 2025-10-20 | 13F | James J. Burns & Company, LLC | 49.606 | 0,18 | 6.929 | 5,88 | ||||
| 2025-11-06 | 13F | Legacy Financial Strategies, LLC | 2.070 | 0,00 | 289 | 5,86 | ||||
| 2025-10-21 | 13F | Pflug Koory, LLC | 808 | 0,00 | 113 | 5,66 | ||||
| 2025-10-09 | 13F | Peak Financial Management, Inc. | 1.900 | -9,52 | 265 | -4,33 | ||||
| 2025-10-22 | 13F | My Purposeful Wealth Corp. | 4.881 | 6,18 | 682 | 10,73 | ||||
| 2025-11-13 | 13F | Johnson Financial Group, Inc. | 6.615 | 1,29 | 924 | 6,95 | ||||
| 2025-10-22 | 13F | Cerity Partners LLC | 16.597 | 1,35 | 2.317 | 6,93 | ||||
| 2025-11-18 | 13F | Advisory Services Network, LLC | 17.106 | 1,36 | 2.389 | 5,20 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 9.800 | -45,86 | 1.369 | -42,79 | ||||
| 2025-10-30 | 13F | Rossmore Private Capital | 210 | 29 | ||||||
| 2025-11-12 | 13F | American Wealth Advisors, LLC | 3.061 | 428 | ||||||
| 2025-11-14 | 13F | Manchester Capital Management LLC | 4.376 | 0,00 | 611 | 5,71 | ||||
| 2025-11-10 | 13F | Jfs Wealth Advisors, Llc | 3.168 | 1,12 | 442 | 7,02 | ||||
| 2025-10-16 | 13F | Provident Wealth Management, LLC | 596 | 0,00 | 83 | 6,41 | ||||
| 2025-11-12 | 13F | Dunhill Financial, LLC | 22 | 0,00 | 3 | 50,00 | ||||
| 2025-11-05 | 13F | Riverpoint Wealth Management Holdings, LLC | 2.035 | 0,00 | 284 | 5,97 | ||||
| 2025-11-07 | 13F | Centennial Bank/AR/ | 4.102 | -8,50 | 573 | -3,38 | ||||
| 2025-11-14 | 13F | Morgan Stanley | 8.245.471 | 1,06 | 1.151.645 | 6,81 | ||||
| 2025-11-12 | 13F | Cambridge Investment Research Advisors, Inc. | 40.650 | 8,49 | 6 | 25,00 | ||||
| 2025-11-06 | 13F | Western Wealth Management, LLC | 3.706 | -1,23 | 518 | 4,44 | ||||
| 2025-10-30 | 13F | Tranquility Partners, LLC | 7.007 | -0,92 | 979 | 4,71 | ||||
| 2025-10-09 | 13F | Pacifica Partners Inc. | 25 | 0,00 | 3 | 0,00 | ||||
| 2025-11-04 | 13F | Callan Family Office, LLC | 10.531 | -4,70 | 1.471 | 0,68 | ||||
| 2025-10-31 | 13F | Copia Wealth Management | 300 | 0,00 | 42 | 5,13 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-11-25 | 13F | KERR FINANCIAL PLANNING Corp | 51 | 7 | ||||||
| 2025-11-12 | 13F | Pacific Financial Group Inc | 2.328 | 0,00 | 325 | 5,86 | ||||
| 2025-11-03 | 13F | Cloud Capital Management, LLC | 72 | 0 | ||||||
| 2025-11-07 | 13F | Rothschild Investment Llc | 134 | -40,44 | 19 | -37,93 | ||||
| 2025-10-31 | 13F | Biltmore Family Office, LLC | 396 | 0,00 | 55 | 5,77 | ||||
| 2025-10-31 | 13F | Alaska Permanent Capital Management | 55 | 0,00 | 8 | 0,00 | ||||
| 2025-11-13 | 13F | Douglass Winthrop Advisors, LLC | 2.458 | 343 | ||||||
| 2025-11-14 | 13F | STAR Financial Bank | 8.027 | -7,60 | 1.121 | -2,27 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-22 | 13F | Blue Bell Private Wealth Management, Llc | 556 | 0,00 | 78 | 5,48 | ||||
| 2025-10-07 | 13F | St Germain D J Co Inc | 1.149 | 0,00 | 160 | 5,96 | ||||
| 2025-11-14 | 13F | Equitable Holdings, Inc. | 408.017 | -8,51 | 56.988 | -3,30 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 6.884 | 0,00 | 910 | 4,84 | ||||
| 2025-11-10 | 13F | MAI Capital Management | 82.205 | 3,91 | 11.482 | 9,83 | ||||
| 2025-11-06 | 13F | Allegheny Financial Group LTD | 10.110 | 13,54 | 1.412 | 20,07 | ||||
| 2025-11-04 | 13F | Fourth Dimension Wealth, LLC | 17 | -85,71 | 2 | -86,67 | ||||
| 2025-10-22 | 13F | Crews Bank & Trust | 253 | 0,00 | 35 | 6,06 | ||||
| 2025-10-29 | 13F | LJI Wealth Management, LLC | 3.089 | -5,59 | 431 | -0,23 | ||||
| 2025-11-12 | 13F | Robertson Stephens Wealth Management, LLC | 4.506 | 0,13 | 629 | 5,89 | ||||
| 2025-11-14 | 13F | Comerica Bank | 98.579 | -4,33 | 13.769 | 1,12 | ||||
| 2025-11-04 | 13F | Oak Harbor Wealth Partners, Llc | 862 | 0,00 | 120 | 6,19 | ||||
| 2025-10-21 | 13F | American National Bank | 94 | 0,00 | 13 | 8,33 | ||||
| 2025-11-13 | 13F | Capital Group Private Client Services, Inc. | 4.780 | 0,23 | 668 | 5,87 | ||||
| 2025-11-14 | 13F | Haverford Trust Co | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | CoreCap Advisors, LLC | 34.645 | 0,86 | 4.839 | 6,59 | ||||
| 2025-10-23 | 13F | Kingswood Wealth Advisors, Llc | 5.294 | 176,59 | 739 | 193,25 | ||||
| 2025-11-14 | 13F | Bank Of America Corp /de/ | 3.675.090 | -2,25 | 513.300 | 3,32 | ||||
| 2025-10-21 | 13F | Romano Brothers And Company | 5.721 | 0,92 | 799 | 6,68 | ||||
| 2025-11-06 | 13F | Blume Capital Management, Inc. | 65 | 9 | ||||||
| 2025-11-07 | 13F | Fifth Third Bancorp | 118.272 | -1,27 | 16.519 | 4,36 | ||||
| 2025-11-14 | 13F | Empower Advisory Group, LLC | 1.615 | 4,60 | 226 | 10,29 | ||||
| 2025-11-14 | 13F | Fiduciary Trust Co | 2.003 | 0,00 | 280 | 5,68 | ||||
| 2025-11-14 | 13F | Ancora Advisors, LLC | 2.528 | 0,00 | 353 | 5,69 | ||||
| 2025-11-06 | 13F | Savvy Advisors, Inc. | 4.909 | 128,54 | 686 | 142,05 | ||||
| 2025-10-21 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.690 | -0,92 | 376 | 4,75 | ||||
| 2025-11-03 | 13F | Coastal Bridge Advisors, LLC | 3.202 | 0,00 | 447 | 5,67 | ||||
| 2025-11-03 | 13F | AE Wealth Management LLC | 366.952 | 0,42 | 51.252 | 6,14 | ||||
| 2025-11-13 | 13F | WCG Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Sanibel Captiva Trust Company, Inc. | 2.390 | 0,00 | 334 | 5,71 | ||||
| 2025-11-04 | 13F | Woodmont Investment Counsel Llc | 3.201 | 0,00 | 447 | 5,92 | ||||
| 2025-10-09 | 13F | Affinity Capital Advisors, LLC | 11.066 | 0,00 | 1.552 | 6,09 | ||||
| 2025-10-22 | 13F | Cohen Capital Management, Inc. | 2.524 | 0,12 | 353 | 5,71 | ||||
| 2025-10-24 | 13F | ORG Partners LLC | 3.563 | 52,79 | 508 | 62,50 | ||||
| 2025-10-16 | 13F | Willner & Heller, Llc | 4.103 | -3,14 | 573 | 2,50 | ||||
| 2025-11-13 | 13F | New England Private Wealth Advisors LLC | 1.614 | 0,19 | 225 | 3,21 | ||||
| 2025-10-08 | 13F | Armstrong Advisory Group, Inc | 503 | -38,96 | 70 | -35,19 | ||||
| 2025-11-13 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Cramer Rosenthal Mcglynn Llc | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Franklin Resources Inc | 7.510 | 6,63 | 1.049 | 12,69 | ||||
| 2025-11-04 | 13F | Badgley Phelps Wealth Managers, LLC | 167.953 | 0,80 | 23.458 | 6,54 | ||||
| 2025-10-14 | 13F | Goelzer Investment Management, Inc. | 14.501 | -10,20 | 2.025 | -5,06 | ||||
| 2025-10-22 | 13F | Motco | 87 | 0,00 | 12 | 9,09 | ||||
| 2025-10-29 | 13F | Courier Capital Llc | 11.425 | -4,01 | 1.596 | 1,46 | ||||
| 2025-11-13 | 13F | West Michigan Advisors, Llc | 1.691 | 0,54 | 236 | 6,31 | ||||
| 2025-10-22 | 13F | Commonwealth Equity Services, Llc | 2.073.188 | -5,53 | 290 | 0,00 | ||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 7.772 | 2,95 | 1.086 | 8,83 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Rsm Us Wealth Management Llc | 17.439 | -1,98 | 2.436 | 3,62 | ||||
| 2025-11-14 | 13F | One Capital Management, LLC | 257.943 | 0,81 | 36.027 | 6,55 | ||||
| 2025-10-22 | 13F | Red Tortoise LLC | 4.342 | 0,00 | 606 | 5,76 | ||||
| 2025-10-27 | 13F | Versant Capital Management, Inc | 1.396 | 0,00 | 195 | 5,43 | ||||
| 2025-11-04 | 13F | Jones Financial Companies Lllp | 10.047.475 | -7,01 | 1.395.512 | -1,80 | ||||
| 2025-11-10 | 13F | Geometric Wealth Advisors | 4.222 | 0,00 | 590 | 5,75 | ||||
| 2025-11-06 | 13F | Liberty Square Wealth Partners Llc | 2.662 | 0,00 | 372 | 5,70 | ||||
| 2025-10-29 | 13F | Sequoia Financial Advisors, LLC | 7.682 | -0,36 | 1.073 | 5,40 | ||||
| 2025-10-31 | 13F | Modera Wealth Management, LLC | 48.298 | -0,24 | 6.746 | 5,44 | ||||
| 2025-10-28 | 13F | Global Trust Asset Management, LLC | 631 | -0,79 | 88 | 4,76 | ||||
| 2025-11-14 | 13F | Northwestern Mutual Wealth Management Co | 282.781 | 3,02 | 39.496 | 8,89 | ||||
| 2025-10-23 | 13F | Guidance Point Advisors, LLC | 3.572 | 0,39 | 499 | 6,17 | ||||
| 2025-11-12 | 13F | 1st Source Bank | 3.802 | 0,00 | 531 | 5,78 | ||||
| 2025-11-04 | 13F | Elm Partners Management LLC | 1.946 | 2,26 | 272 | 7,97 | ||||
| 2025-10-17 | 13F | Total Wealth Planning, Llc | 3.819 | -0,86 | 533 | 4,92 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 42.403 | 8,21 | 5.921 | 14,35 | ||||
| 2025-11-12 | 13F | Madison Wealth Partners, Inc | 1.799 | 0,00 | 251 | 5,91 | ||||
| 2025-10-29 | 13F | Grey Fox Wealth Advisors, LLC | 9 | 1 | ||||||
| 2025-11-05 | 13F | Envestnet Asset Management Inc | 857.248 | 2,50 | 119.732 | 8,34 | ||||
| 2025-11-07 | 13F | Pnc Financial Services Group, Inc. | 1.312.650 | -2,18 | 183.338 | 3,40 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 9.053 | -6,26 | 1.262 | -0,71 | ||||
| 2025-11-13 | 13F | Bnp Paribas Arbitrage, Sa | 46.842 | -81,16 | 6.542 | -80,08 | ||||
| 2025-11-14 | 13F | Pingora Partners LLC | 75 | 0,00 | 10 | 11,11 | ||||
| 2025-11-06 | 13F | Stratos Wealth Advisors, LLC | 2.661 | 16,20 | 372 | 22,85 | ||||
| 2025-10-29 | 13F | Lmcg Investments, Llc | 1.478 | 206 | ||||||
| 2025-11-03 | 13F | Belpointe Asset Management LLC | 6.846 | -5,66 | 956 | -0,21 | ||||
| 2025-11-04 | 13F | Umb Bank N A/mo | 68.126 | -12,92 | 9.515 | -7,95 | ||||
| 2025-11-12 | 13F | Rahlfs Capital, Llc | 1.850 | 0,00 | 258 | 5,74 | ||||
| 2025-11-14 | 13F | Icon Wealth Advisors, LLC | 3.164 | 0,06 | 442 | 5,76 | ||||
| 2025-10-20 | 13F | XML Financial, LLC | 66.540 | 0,85 | 9.294 | 6,60 | ||||
| 2025-11-12 | 13F | Baltimore-Washington Financial Advisors, Inc. | 7.137 | -2,25 | 997 | 3,32 | ||||
| 2025-11-14 | 13F | Snowden Capital Advisors LLC | 1.749 | 0,00 | 244 | 5,63 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Lowe Brockenbrough & Co Inc | 3.090 | 0,85 | 432 | 6,68 | ||||
| 2025-11-05 | 13F | Wescott Financial Advisory Group, LLC | 210.228 | -1,90 | 29.363 | 3,69 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Royal Bank Of Canada | 2.451.800 | -4,83 | 342.443 | 0,59 | ||||
| 2025-11-05 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-10 | 13F | Avalon Trust Co | 600 | -50,86 | 84 | -48,45 | ||||
| 2025-10-31 | 13F | GHP Investment Advisors, Inc. | 1.797 | 0,00 | 251 | 5,49 | ||||
| 2025-10-06 | 13F | Grove Bank & Trust | 3.197 | 0,00 | 447 | 5,69 | ||||
| 2025-11-06 | 13F | Boston Private Wealth Llc | 290.834 | 4,33 | 40.621 | 10,28 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 3.757 | -0,27 | 525 | 5,43 | ||||
| 2025-10-17 | 13F | Farmers & Merchants Investments Inc | 43.323 | -0,61 | 6.051 | 5,05 | ||||
| 2025-10-20 | 13F | Davidson Trust Co | 2.810 | 0,00 | 392 | 5,66 | ||||
| 2025-11-12 | 13F | Perennial Investment Advisors, LLC | 4.706 | -9,26 | 657 | -4,09 | ||||
| 2025-10-07 | 13F | Canandaigua National Bank & Trust Co | 4.838 | 0,00 | 676 | 5,63 | ||||
| 2025-10-22 | 13F | GoalVest Advisory LLC | 658 | 0,00 | 92 | 5,81 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 16.387 | 2.289 | ||||||
| 2025-11-13 | 13F | Fuller & Thaler Asset Management, Inc. | 15.701 | 59,95 | 2.193 | 69,08 | ||||
| 2025-11-14 | 13F | Cutler Capital Management, LLC | 886 | 0,00 | 124 | 5,13 | ||||
| 2025-11-07 | 13F | Founders Financial Alliance, LLC | 575 | 858,33 | 80 | 1.042,86 | ||||
| 2025-10-22 | 13F | Viewpoint Capital Management LLC | 8.299 | -0,48 | 1.159 | 5,27 | ||||
| 2025-10-16 | 13F | City State Bank | 240 | 0,00 | 34 | 6,45 | ||||
| 2025-11-03 | 13F | Private Wealth Asset Management, LLC | 22.769 | -1,30 | 3.180 | 4,33 | ||||
| 2025-10-06 | 13F | Heartwood Wealth Advisors LLC | 409 | 57 | ||||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 22.521 | -8,80 | 2.976 | -4,34 | ||||
| 2025-11-13 | 13F | Evensky & Katz LLC | 8.955 | -0,94 | 1 | 0,00 | ||||
| 2025-10-14 | 13F | Evanson Asset Management, LLC | 3.698 | 0,03 | 517 | 5,74 | ||||
| 2025-10-29 | 13F | Sage Mountain Advisors LLC | 1.842 | 0,00 | 257 | 5,76 | ||||
| 2025-10-28 | 13F | Evergreen Capital Management Llc | 97.942 | 1,19 | 13.680 | 6,96 | ||||
| 2025-11-04 | 13F | FDx Advisors, Inc. | 1.632 | -28,98 | 0 | |||||
| 2025-11-14 | 13F | Earnest Partners Llc | 74.731 | 15,66 | 10.438 | 22,26 | ||||
| 2025-10-24 | 13F | Covenant Partners, LLC | 154.758 | -2,91 | 21.615 | 2,63 | ||||
| 2025-10-31 | 13F | Broadwater Capital Management Llc | 20 | 0,00 | 3 | -50,00 | ||||
| 2025-10-01 | 13F | American National Bank of Texas | 9.621 | 1.344 | ||||||
| 2025-10-31 | 13F | Fortis Capital Advisors, LLC | 6.846 | -5,66 | 956 | -0,21 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 396 | 0,00 | 55 | 5,77 | ||||
| 2025-11-14 | 13F | Prosperity Consulting Group, LLC | 100.650 | 1,46 | 14.058 | 7,25 | ||||
| 2025-10-21 | 13F | Sterling Investment Counsel, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Naviter Wealth, LLC | 11.211 | 0,00 | 1.566 | 5,67 | ||||
| 2025-10-16 | 13F | PFS Partners, LLC | 19 | 0,00 | 3 | 0,00 | ||||
| 2025-10-31 | 13F | Peachtree Investment Partners, LLC | 193 | 0,52 | 27 | 4,00 | ||||
| 2025-11-12 | 13F | WASHINGTON TRUST Co | 4.317 | 0,00 | 603 | 5,61 | ||||
| 2025-11-07 | 13F | Burke & Herbert Bank & Trust Co | 1.620 | 0,00 | 226 | 5,61 | ||||
| 2025-10-27 | 13F | Bogart Wealth, LLC | 239 | 0,00 | 33 | 6,45 | ||||
| 2025-10-30 | 13F | Accredited Investors Inc. | 60.628 | -9,66 | 8.468 | -4,51 | ||||
| 2025-10-14 | 13F | Holland Advisory Services, Inc. | 3.114 | 0,42 | 435 | 6,11 | ||||
| 2025-10-09 | 13F | Bartlett & Co. Wealth Management Llc | 81.092 | -1,27 | 11.326 | 4,36 | ||||
| 2025-10-27 | 13F | Unified Investment Management | 1.665 | 0,00 | 233 | 5,45 | ||||
| 2025-11-04 | 13F | Atlantic Union Bankshares Corp | 5.373 | 24,29 | 750 | 31,35 | ||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2025-10-14 | 13F | Revolve Wealth Partners, LLC | 6.440 | 5,01 | 899 | 10,99 | ||||
| 2025-11-03 | 13F | GPS Wealth Strategies Group, LLC | 304 | 0,33 | 42 | 5,00 | ||||
| 2025-10-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | 0,00 | 5 | 0,00 | ||||
| 2025-11-12 | 13F | Rench Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | Fairman Group, LLC | 342 | 0,59 | 48 | 6,82 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-24 | 13F | Aspiriant, Llc | 2.444 | -50,63 | 341 | -47,86 | ||||
| 2025-11-10 | 13F | Rossby Financial, LCC | 627 | 2,62 | 88 | 8,75 | ||||
| 2025-11-07 | 13F | Perfromance Wealth Partners, LLC | 12.228 | -0,81 | 1.708 | 4,79 | ||||
| 2025-10-30 | 13F | Berkeley, Inc | 4.060 | -3,52 | 567 | 1,98 | ||||
| 2025-11-12 | 13F | RPg Family Wealth Advisory, LLC | 11.294 | -2,09 | 1.577 | 3,48 | ||||
| 2025-10-23 | 13F | Spire Wealth Management | 4.790 | 10,39 | 669 | 16,75 | ||||
| 2025-10-27 | 13F | One Day In July LLC | 5.135 | 0,35 | 717 | 6,07 | ||||
| 2025-11-10 | 13F | Glassman Wealth Services | 1.797 | 0,00 | 251 | 5,49 | ||||
| 2025-11-17 | 13F | Financial Engines Advisors L.L.C. | 20.631 | -0,07 | 2.882 | 5,61 | ||||
| 2025-10-30 | 13F | Millstone Evans Group, LLC | 21.185 | -3,22 | 2.959 | 2,28 | ||||
| 2025-11-04 | 13F | Essex Savings Bank | 2.170 | 0,00 | 303 | 5,94 | ||||
| 2025-10-07 | 13F | Stephens Group Asset Management, Llc | 712.170 | -4,27 | 99.469 | 1,19 | ||||
| 2025-11-12 | 13F | Mesirow Financial Investment Management, Inc. | 5.624 | 6,05 | 785 | 12,14 | ||||
| 2025-10-20 | 13F | TBH Global Asset Management, LLC | 4.357 | 609 | ||||||
| 2025-10-24 | 13F | Vicus Capital | 1.574 | 0,13 | 220 | 5,80 | ||||
| 2025-11-10 | 13F | Strategic Family Wealth Counselors, L.L.C. | 7.999 | 1,90 | 1.117 | 7,71 | ||||
| 2025-11-12 | 13F | Mathes Company, Inc. | 3.995 | 0,00 | 1 | |||||
| 2025-10-23 | 13F | Moran Wealth Management, LLC | 170.086 | 23.756 | ||||||
| 2025-11-06 | 13F | MidWestOne Financial Group, Inc. | 1.650 | 0,00 | 230 | 5,50 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | Call | 17.200 | 40,98 | 2.402 | 49,01 | |||
| 2025-10-28 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Bfsg, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | Vantagepoint Investment Advisers Llc | 753.343 | 105.219 | ||||||
| 2025-11-07 | 13F | Luts & Greenleigh Group, Inc | 8.728 | -1,48 | 1.219 | 4,19 | ||||
| 2025-11-12 | 13F | Lathrop Investment Management Corp | 1.781 | 0,00 | 0 | |||||
| 2025-10-06 | 13F | Stephenson National Bank & Trust | 679 | 0,00 | 95 | 5,62 | ||||
| 2025-10-27 | 13F | First Horizon Corp | 79.766 | 3.272,77 | 11.141 | 4.010,70 | ||||
| 2025-11-14 | 13F | Sofos Investments, Inc. | 170 | -36,09 | 24 | -30,30 | ||||
| 2025-10-28 | 13F | Fiduciary Wealth Partners, LLC | 2.591 | 0,00 | 362 | 5,56 | ||||
| 2025-11-12 | 13F | United Advisor Group, LLC | 2.585 | 10,90 | 361 | 17,21 | ||||
| 2025-11-14 | 13F | Advocacy Wealth Management Services, LLC | 3.675 | 513 | ||||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 7.278 | 1.017 | ||||||
| 2025-10-15 | 13F | Private Trust Co Na | 8.126 | -6,93 | 1.135 | -1,65 | ||||
| 2025-10-10 | 13F | Sound Income Strategies, LLC | 469 | -34,59 | 65 | -30,85 | ||||
| 2025-11-06 | 13F | Breakwater Capital Group | 2.950 | 1,55 | 412 | 7,57 | ||||
| 2025-11-13 | 13F | Skyline Advisors, Inc. | 4.000 | 0,38 | 559 | 6,08 | ||||
| 2025-11-10 | 13F | Signature Securities Group Corporation | 2.546 | -14,16 | 356 | -9,21 | ||||
| 2025-11-07 | 13F/A | Merit Financial Group, LLC | 13.306 | -6,43 | 1.858 | -1,12 | ||||
| 2025-11-07 | 13F | Glenview Trust Co | 7.780 | 0,00 | 1.087 | 5,64 | ||||
| 2025-11-13 | 13F | Natixis Advisors, L.p. | 138.290 | -9,22 | 19 | -5,00 | ||||
| 2025-10-20 | 13F | Sax Wealth Advisors, Llc | 4.717 | 0,08 | 659 | 5,79 | ||||
| 2025-10-20 | 13F | Hamilton Point Investment Advisors, LLC | 814 | 0,00 | 114 | 5,61 | ||||
| 2025-11-14 | 13F | Brown Advisory Inc | 22.804 | 2,77 | 3.185 | 8,63 | ||||
| 2025-11-07 | 13F | Berkshire Asset Management Llc/pa | 3.237 | 0,03 | 452 | 5,85 | ||||
| 2025-11-20 | 13F/A | BRYN MAWR TRUST Co | 8.416 | -3,44 | 1.175 | 2,09 | ||||
| 2025-10-23 | 13F | Wedgewood Investors Inc /pa/ | 7.292 | 0,00 | 1.018 | 5,71 | ||||
| 2025-11-12 | 13F | Argent Trust Co | 2.181 | 0,00 | 305 | 5,56 | ||||
| 2025-11-06 | 13F | CAPROCK Group, Inc. | 2.335 | 10,45 | 324 | 21,43 | ||||
| 2025-10-02 | 13F | Investors Research Corp | 259 | -20,31 | 36 | -14,29 | ||||
| 2025-10-29 | 13F | Caldwell Securities, Inc | 65 | 0,00 | 9 | 12,50 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 573 | -6,22 | 80 | 0,00 | ||||
| 2025-08-28 | NP | POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A | 29.080 | 287,63 | 3.843 | 306,56 | ||||
| 2025-11-12 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-10 | 13F | Kmg Fiduciary Partners, Llc | 50.632 | 0,59 | 7.072 | 6,31 | ||||
| 2025-10-20 | 13F | Ascent Group, LLC | 30.176 | 8,59 | 4.215 | 14,76 | ||||
| 2025-10-23 | 13F | Caldwell Trust Co | 17 | 2 | ||||||
| 2025-11-14 | 13F | Ruggaard & Associates LLC | 2.057 | 0,00 | 287 | 5,90 | ||||
| 2025-10-03 | 13F | Horizons Wealth Management | 279 | 0,00 | 39 | 5,56 | ||||
| 2025-11-06 | 13F | SJA Financial Advisory, LLC | 10.451 | -2,39 | 1.460 | 3,18 | ||||
| 2025-11-14 | 13F | Kestra Advisory Services, LLC | 145.313 | -3,14 | 20.296 | 2,38 | ||||
| 2025-10-14 | 13F | Intergy Private Wealth, LLC | 6.926 | -1,27 | 967 | 4,43 | ||||
| 2025-10-24 | 13F | Valmark Advisers, Inc. | 4.590 | -1,27 | 641 | 4,40 | ||||
| 2025-11-14 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6.829 | 2,55 | 954 | 8,42 | ||||
| 2025-10-31 | 13F | Sovran Advisors, LLC | 2.427 | 1,12 | 334 | 3,42 | ||||
| 2025-10-29 | 13F | Root Financial Partners, LLC | 502 | 70 | ||||||
| 2025-11-13 | 13F | Russell Investments Group, Ltd. | 2.602 | -0,19 | 363 | 5,52 | ||||
| 2025-10-15 | 13F | Pensionmark Financial Group, Llc | 5.026 | 0,16 | 702 | 5,73 | ||||
| 2025-11-14 | 13F | Widmann Financial Services, Inc. | 26.136 | 6,63 | 3.650 | 12,72 | ||||
| 2025-10-27 | 13F | Pacific Life Fund Advisors LLC | 620.076 | -1,59 | 86.606 | 4,02 | ||||
| 2025-10-22 | 13F | Granite Harbor Advisors, Inc. | 4.037 | 564 | ||||||
| 2025-11-07 | 13F | First National Bank Of Omaha | 3.829 | 0,00 | 535 | 7,88 | ||||
| 2025-10-21 | 13F | Eagle Strategies LLC | 12.630 | -2,29 | 1.764 | 3,28 | ||||
| 2025-10-23 | 13F | Investmark Advisory Group LLC | 1.639 | 229 | ||||||
| 2025-10-27 | 13F | Argentarii, LLC | 2.332 | 19,90 | 326 | 26,46 | ||||
| 2025-11-03 | 13F | Ballentine Partners, LLC | 16.170 | 0,00 | 2.258 | 5,71 | ||||
| 2025-10-27 | 13F | Ashton Thomas Securities, Llc | 92 | 13 | ||||||
| 2025-11-13 | 13F | Nemes Rush Group LLC | 30 | 0,00 | 4 | 33,33 | ||||
| 2025-10-20 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1.661 | 0,00 | 232 | 5,94 | ||||
| 2025-10-22 | 13F | Northstar Asset Management Llc | 4.953 | 0,00 | 692 | 5,66 | ||||
| 2025-11-06 | 13F | BTC Capital Management, Inc. | 2.619 | 0,00 | 366 | 5,49 | ||||
| 2025-11-03 | 13F | one8zero8, LLC | 65 | 0,00 | 9 | 12,50 | ||||
| 2025-10-06 | 13F | Trust Co | 717 | 0,00 | 100 | 6,38 | ||||
| 2025-10-30 | 13F | Anchor Capital Advisors Llc | 214.223 | 10,47 | 29.920 | 16,76 | ||||
| 2025-11-06 | 13F | REAP Financial Group, LLC | 1.379 | -2,61 | 193 | 2,67 | ||||
| 2025-10-06 | 13F | Inspirion Wealth Advisors, Llc | 60.463 | 1,09 | 7.996 | 1,18 | ||||
| 2025-11-10 | 13F | American Money Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Clark Capital Management Group, Inc. | 1.634 | 228 | ||||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 18.928 | 0,04 | 2.644 | 5,72 | ||||
| 2025-11-12 | 13F | Truepoint, Inc. | 7.869 | 20,01 | 1.099 | 26,91 | ||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 6.687 | 0,33 | 934 | |||||
| 2025-10-24 | 13F | Washington Trust Bank | 7.207 | -29,36 | 1.007 | -25,37 | ||||
| 2025-10-31 | 13F | PFG Investments, LLC | 4.234 | 0,21 | 591 | 5,91 | ||||
| 2025-11-07 | 13F | Bedel Financial Consulting, Inc. | 10.335 | -6,11 | 1.443 | -0,76 | ||||
| 2025-10-28 | 13F | Foundation Wealth Management, LLC | 1.661 | 0,00 | 232 | 5,48 | ||||
| 2025-11-03 | 13F | Saxon Interests, Inc. | 7.655 | 1,63 | 1.061 | 11,81 | ||||
| 2025-11-10 | 13F | Rosenberg Matthew Hamilton | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Financial Network Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Wealth Enhancement Advisory Services, Llc | 87.657 | -4,58 | 12.261 | -1,11 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Center for Financial Planning, Inc. | 248 | 113,79 | 35 | 126,67 | ||||
| 2025-11-10 | 13F | Colonial Trust Advisors | 450 | 0,00 | 63 | 5,08 | ||||
| 2025-11-10 | 13F | Zhang Financial LLC | 3.898 | 0,05 | 544 | 5,84 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-23 | 13F | Coastal Investment Advisors, Inc. | 721 | 62,75 | 101 | 72,41 | ||||
| 2025-10-22 | 13F | Daymark Wealth Partners, Llc | 1.832 | 0,05 | 256 | 5,81 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 533 | 68 | ||||||
| 2025-11-05 | 13F | Rodgers & Associates, LTD | 171.753 | -0,01 | 23.989 | 5,68 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 10.390 | -13,94 | 1.373 | -9,74 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 2.060 | 0,00 | 277 | 6,95 | ||||
| 2025-11-04 | 13F | Hazlett, Burt & Watson, Inc. | 1.565 | 0,00 | 0 | |||||
| 2025-10-29 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 7.647 | 5,33 | 1.078 | 9,56 | ||||
| 2025-10-14 | 13F | Westmount Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Finley Financial, LLC | 3.565 | 0,00 | 498 | 5,52 | ||||
| 2025-10-21 | 13F | Arbor Investment Advisors, LLC | 1.497 | 209 | ||||||
| 2025-11-17 | 13F | Triumph Capital Management | 211 | 29 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Fmr Llc | 1.950.557 | -1,01 | 272.434 | 4,63 | ||||
| 2025-11-10 | 13F | Sigma Planning Corp | 22.350 | 4,76 | 3.122 | 10,71 | ||||
| 2025-10-21 | 13F | Morris Financial Concepts, Inc. | 45 | 0,00 | 6 | 20,00 | ||||
| 2025-10-22 | 13F | First Merchants Corp | 38.845 | 2,69 | 5.425 | 8,54 | ||||
| 2025-11-12 | 13F | Stifel Financial Corp | 134.885 | -0,12 | 18.842 | 5,56 | ||||
| 2025-10-08 | 13F | Chesley Taft & Associates LLC | 1.729 | 241 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | TFB Advisors LLC | 12.615 | -16,49 | 1.747 | -12,47 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Kennedy Capital Management, Inc. | 25.617 | -6,49 | 3.578 | -1,16 | ||||
| 2025-10-29 | 13F | Auour Investments LLC | 19.962 | 4,95 | 2.788 | 10,94 | ||||
| 2025-08-28 | NP | POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C | 123.672 | 34,11 | 16.342 | 40,69 | ||||
| 2025-10-16 | 13F | Cordant, Inc. | 5.016 | -0,52 | 701 | 5,11 | ||||
| 2025-11-06 | 13F | Blalock Williams, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-17 | 13F | Hancock Whitney Corp | 3.527 | -1,62 | 493 | 4,02 | ||||
| 2025-11-07 | 13F | Ballast, Inc. | 2.487 | 0,00 | 347 | 5,79 | ||||
| 2025-10-28 | 13F | American Capital Advisory, LLC | 220 | 0,00 | 31 | 3,45 | ||||
| 2025-10-28 | 13F | Prossimo Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | POACX - Aristotle Portfolio Optimization Conservative Fund Class C | 9.619 | 1.271 | ||||||
| 2025-11-10 | 13F | Alerus Financial Na | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Keybank National Association/oh | 199.731 | -0,85 | 27.896 | 4,80 | ||||
| 2025-11-14 | 13F | Wiley Bros.-aintree Capital, Llc | 45.930 | 13,33 | 6.457 | 20,52 | ||||
| 2025-11-10 | 13F | Resources Investment Advisors, LLC. | 1.907 | 266 | ||||||
| 2025-10-27 | 13F | First United Bank Trust/ | 3.096 | 0,00 | 432 | 5,62 | ||||
| 2025-11-06 | 13F | Wesbanco Bank Inc | 18.190 | 0,10 | 2.541 | 5,79 | ||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | 3.751.715 | -1,28 | 524.002 | 4,35 | ||||
| 2025-10-07 | 13F | Salem Investment Counselors Inc | 144 | 0,00 | 20 | 5,26 | ||||
| 2025-10-27 | 13F | N.E.W. Advisory Services LLC | 2.954 | -2,22 | 413 | 3,26 | ||||
| 2025-11-14 | 13F | Quantinno Capital Management LP | 24.309 | 290,07 | 3.395 | 312,52 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Citigroup Inc | 21.049 | -9,66 | 2.940 | -4,55 | ||||
| 2025-11-12 | 13F | Twin Focus Capital Partners, Llc | 68.381 | -0,03 | 9.551 | 5,66 | ||||
| 2025-10-17 | 13F | Perigon Wealth Management, LLC | 3.268 | 18,28 | 456 | 24,93 | ||||
| 2025-10-29 | 13F | Family Wealth Group, LLC | 10.559 | 4,31 | 1.475 | 10,25 | ||||
| 2025-11-12 | 13F | Freestone Capital Holdings, LLC | 5.593 | 6,11 | 781 | 12,21 | ||||
| 2025-11-12 | 13F | New Age Alpha Advisors, LLC | 21.810 | -43,44 | 3.046 | -40,22 | ||||
| 2025-10-17 | 13F | Fortitude Family Office, LLC | 2.960 | 413 | ||||||
| 2025-11-14 | 13F | IHT Wealth Management, LLC | 5.941 | 0,75 | 830 | 6,42 | ||||
| 2025-11-10 | 13F | Rice Partnership, LLC | 72 | 10 | ||||||
| 2025-11-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 7.942 | -11,03 | 1.110 | -5,94 | ||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 53.531 | 2,97 | 7.477 | 8,84 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Sage Financial Group Inc | 24.728 | -0,13 | 3.454 | 5,56 | ||||
| 2025-10-28 | 13F | Nbt Bank N A /ny | 2.308 | 0,00 | 322 | 5,92 | ||||
| 2025-09-25 | NP | HMVAX - THE HARTFORD MIDCAP VALUE FUND Class A | 43.656 | 5.875 | ||||||
| 2025-11-12 | 13F | Aptus Capital Advisors, LLC | 12.636 | 6,61 | 1.765 | 12,64 | ||||
| 2025-11-13 | 13F | Quadrant Capital Group Llc | 19.726 | 36,29 | 2.755 | 44,09 | ||||
| 2025-10-16 | 13F | Ronald Blue Trust, Inc. | 1.602 | -28,86 | 224 | -24,92 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Cassaday & Co Wealth Management LLC | 992.566 | 1,60 | 138.632 | 7,39 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 9.975 | -5,58 | 1.355 | 1,88 | ||||
| 2025-10-07 | 13F | Montecito Bank & Trust | 1.811 | -4,23 | 253 | 5,88 | ||||
| 2025-10-22 | 13F | Granite FO LLC | 2.750 | -31,98 | 384 | -28,09 | ||||
| 2025-10-21 | 13F | Cascade Financial Partners, LLC | 2.797 | 0,00 | 391 | 5,69 | ||||
| 2025-11-12 | 13F | Us Bancorp \de\ | 2.189.330 | -4,18 | 305.784 | 1,28 | ||||
| 2025-11-03 | 13F | Hollencrest Capital Management | 399 | 0,00 | 56 | 5,77 | ||||
| 2025-10-01 | 13F | Farmers Trust Co | 1.485 | 207 | ||||||
| 2025-11-05 | 13F | MONECO Advisors, LLC | 1.937 | 0,00 | 271 | 5,88 | ||||
| 2025-11-14 | 13F | Moors & Cabot, Inc. | 1.983 | -11,08 | 277 | -5,78 | ||||
| 2025-10-28 | 13F | Conning Inc. | 47.016 | 0,00 | 6.567 | 5,70 | ||||
| 2025-10-29 | 13F | Glass Jacobson Investment Advisors llc | 2.810 | 0,11 | 392 | 5,95 | ||||
| 2025-10-15 | 13F | Stephens Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-03 | 13F | First Citizens Financial Corp | 1.475 | 206 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Global Wealth Management Investment Advisory, Inc. | 8.634 | -0,68 | 1.206 | 4,97 | ||||
| 2025-11-13 | 13F | CoreFirst Bank & Trust | 865 | 0,00 | 121 | 5,26 | ||||
| 2025-10-27 | 13F | Td Private Client Wealth Llc | 9.264 | -0,58 | 1.294 | 5,04 | ||||
| 2025-11-13 | 13F | Crescent Grove Advisors, LLC | 5.814 | 0,00 | 812 | 5,73 | ||||
| 2025-11-12 | 13F | Legacy Wealth Managment, LLC/ID | 249 | 0,00 | 35 | 6,25 | ||||
| 2025-11-06 | 13F | May Barnhard Investments LLC | 39.767 | -7,33 | 5.554 | -2,05 | ||||
| 2025-10-09 | 13F | Harbour Capital Advisors, LLC | 6.150 | 0,00 | 860 | 3,99 | ||||
| 2025-10-28 | 13F | Csenge Advisory Group | 11.884 | -6,25 | 1.660 | 2,16 | ||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 12.760 | 1.782 | ||||||
| 2025-11-04 | 13F | Cornerstone Wealth Management, LLC | 7.455 | 0,55 | 1.041 | 6,33 | ||||
| 2025-10-09 | 13F | First Financial Corp /in/ | 2.676 | -0,30 | 374 | 5,37 | ||||
| 2025-10-14 | 13F | Cranbrook Wealth Management, LLC | 2.970 | -1,23 | 415 | 4,28 | ||||
| 2025-11-14 | 13F | Lido Advisors, LLC | 334.636 | -2,64 | 46.739 | 2,91 | ||||
| 2025-11-04 | 13F | Thrivent Financial For Lutherans | 16.428 | 50,40 | 2 | 100,00 | ||||
| 2025-11-06 | 13F | Stegner Investment Associates Inc. | 4.549 | -17,50 | 635 | -12,77 | ||||
| 2025-11-06 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | Enclave Advisors LLC | 3.761 | 0,00 | 525 | 5,85 | ||||
| 2025-10-28 | 13F | Richardson Financial Services Inc. | 1.018 | 0,00 | 142 | 4,41 | ||||
| 2025-10-22 | 13F | Financial Perspectives, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Larson Financial Group LLC | 63 | -76,75 | 9 | -77,14 | ||||
| 2025-10-15 | 13F | Busey Wealth Management | 4.184 | 0,00 | 584 | 5,80 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | TCG Advisory Services, LLC | 5.073 | -5,48 | 709 | -0,14 | ||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 3.420 | 3,79 | 478 | 9,66 | ||||
| 2025-10-01 | 13F | Roxbury Financial LLC | 177 | 0,00 | 25 | 4,35 | ||||
| 2025-10-24 | 13F | Warwick Investment Management, Inc. | 7.525 | -7,48 | 1.051 | -2,14 | ||||
| 2025-11-05 | 13F | Financial Alternatives, Inc | 3.662 | 0,00 | 511 | 5,80 | ||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 3.021 | 0,83 | 422 | 6,58 | ||||
| 2025-12-02 | 13F | Allworth Financial LP | 4.611 | 9,19 | 644 | 15,41 | ||||
| 2025-09-29 | NP | CFMCX - Column Mid Cap Fund | 22.401 | 3.105 | ||||||
| 2025-09-25 | NP | SPRAX - Pgim Qma Mid-cap Value Fund Class A | 3.600 | -28,00 | 484 | -21,04 | ||||
| 2025-11-07 | 13F | NewEdge Wealth, LLC | 40.631 | -1,03 | 5.605 | 1,96 | ||||
| 2025-10-07 | 13F | Cooper Financial Group | 3.406 | 0,09 | 476 | 5,79 | ||||
| 2025-11-04 | 13F | Cornerstone Planning Group LLC | 430 | 60 | ||||||
| 2025-11-14 | 13F | Evelyn Partners Asset Management Ltd | 483 | 0,00 | 67 | 6,35 | ||||
| 2025-10-16 | 13F | Richards, Merrill & Peterson, Inc. | 77 | 0,00 | 11 | 0,00 | ||||
| 2025-11-04 | 13F | First Citizens Asset Management, Inc. | 154.874 | 10,51 | 21.631 | 16,80 | ||||
| 2025-10-09 | 13F | Princeton Global Asset Management LLC | 1.363 | 0,00 | 190 | 5,56 | ||||
| 2025-11-14 | 13F | VestGen Advisors, LLC | 27.671 | 0,66 | 3.865 | 6,39 | ||||
| 2025-11-03 | 13F | Valeo Financial Advisors, LLC | 3.530 | -7,11 | 493 | -1,79 | ||||
| 2025-11-21 | 13F | Oarsman Capital, Inc. | 1.602 | -11,34 | 224 | -6,30 | ||||
| 2025-11-12 | 13F | Level Four Advisory Services, Llc | 1.906 | 9,48 | 266 | 15,65 | ||||
| 2025-10-16 | 13F | Signature Resources Capital Management, LLC | 77 | 11 | ||||||
| 2025-11-07 | 13F | Investment Partners, Ltd. | 38.318 | 1,80 | 5.352 | 7,60 | ||||
| 2025-11-04 | 13F | Winnow Wealth Llc | 340 | 48 | ||||||
| 2025-10-23 | 13F | Trust Co Of Virginia /va | 1.449 | 202 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 243 | 0,00 | 0 | |||||
| 2025-11-05 | 13F | MCF Advisors LLC | 6.415 | -0,48 | 896 | 5,17 | ||||
| 2025-10-15 | 13F | Ballew Advisors, Inc | 5.383 | -11,36 | 746 | -9,04 | ||||
| 2025-11-12 | 13F | Arcadia Wealth Management, LLC | 39.975 | 621,57 | 5.583 | 662,70 | ||||
| 2025-11-06 | 13F | Johnson Investment Counsel Inc | 87.496 | -1,12 | 12.221 | 4,52 | ||||
| 2025-07-31 | 13F | Leeward Investments, LLC - MA | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | First Pacific Financial | 21.324 | -0,46 | 2.978 | 5,23 | ||||
| 2025-11-14 | 13F | Ausdal Financial Partners, Inc. | 10.878 | 17,68 | 1.519 | 24,41 | ||||
| 2025-10-10 | 13F | Focus Financial Network, Inc. | 32.427 | 0,85 | 4.529 | 6,61 | ||||
| 2025-10-07 | 13F | Nova Wealth Management, Inc. | 252 | 0,00 | 35 | 6,06 | ||||
| 2025-11-12 | 13F | Sonata Capital Group Inc | 9.199 | 2,53 | 1 | 0,00 | ||||
| 2025-10-27 | 13F | Midwest Capital Advisors, LLC | 909 | 0,44 | 127 | 5,88 | ||||
| 2025-11-13 | 13F | Bragg Financial Advisors, Inc | 4.314 | 0,00 | 603 | 5,61 | ||||
| 2025-11-06 | 13F | PFG Private Wealth Management, LLC | 2.571 | 359 | ||||||
| 2025-11-13 | 13F | Nicolet Bankshares Inc | 7.292 | 0,00 | 1.018 | 5,71 | ||||
| 2025-11-07 | 13F | Snider Financial Group | 1.955 | 0,15 | 273 | 6,23 | ||||
| 2025-11-13 | 13F | Family Legacy, Inc. | 2.382 | -1,04 | 333 | 4,40 | ||||
| 2025-11-14 | 13F | Aqr Capital Management Llc | 9.557 | 32,99 | 1.335 | 40,57 | ||||
| 2025-11-07 | 13F | BOK Financial Private Wealth, Inc. | 181 | 0,00 | 25 | 8,70 | ||||
| 2025-11-12 | 13F | River Wealth Advisors LLC | 1.859 | -0,54 | 260 | 5,28 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | StoneX Group Inc. | 7.650 | 19,77 | 1.069 | 26,69 | ||||
| 2025-10-28 | 13F | ERTS Wealth Advisors, LLC | 9.477 | -0,29 | 1.324 | 5,33 | ||||
| 2025-10-21 | 13F | Foundation Wealth Management, LLC\PA | 1.743 | -5,94 | 243 | -0,41 | ||||
| 2025-10-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 125.588 | -0,73 | 18 | 6,25 | ||||
| 2025-10-21 | 13F | Noble Family Wealth, LLC | 17.213 | 0,00 | 2.404 | 5,72 | ||||
| 2025-10-22 | 13F | Massmutual Trust Co Fsb/adv | 125 | -28,98 | 17 | -26,09 | ||||
| 2025-11-06 | 13F | Rockland Trust Co | 4.594 | -4,03 | 642 | 1,42 | ||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class | 22.836 | 541,46 | 3.018 | 573,44 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1.468 | 205 | ||||||
| 2025-10-23 | 13F | First Bancorp, Inc /ME/ | 3.000 | 0,00 | 419 | 5,81 | ||||
| 2025-11-14 | 13F | Monograph Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | Mb, Levis & Associates, Llc | 119 | 0,00 | 17 | 6,67 | ||||
| 2025-11-12 | 13F | IFG Advisory, LLC | 2.587 | 0,04 | 361 | 5,87 | ||||
| 2025-10-14 | 13F | Parcion Private Wealth LLC | 5.049 | 0,00 | 705 | 5,70 | ||||
| 2025-10-27 | 13F | Stephens Inc /ar/ | 843.697 | 0,95 | 117.839 | 6,71 | ||||
| 2025-10-27 | 13F | Janney Montgomery Scott LLC | 36.548 | -0,64 | 5 | 25,00 | ||||
| 2025-11-06 | 13F | MSH Capital Advisors LLC | 23.777 | 0,00 | 3.321 | 5,70 | ||||
| 2025-11-14 | 13F | Integrated Wealth Concepts LLC | 11.037 | -4,32 | 1.542 | 1,12 | ||||
| 2025-10-31 | 13F | Whittier Trust Co Of Nevada Inc | 18.010 | 1,69 | 2.538 | 8,46 | ||||
| 2025-10-17 | 13F | Harbor Asset Planning, Inc. | 686 | 0,44 | 96 | 5,56 | ||||
| 2025-11-17 | 13F | First Foundation Advisors | 17.083 | 9,14 | 2.386 | 15,33 | ||||
| 2025-11-13 | 13F | Brandywine Global Investment Management, LLC | 489 | -16,98 | 68 | -11,69 | ||||
| 2025-10-30 | 13F | Stock Yards Bank & Trust Co | 20.883 | 0,18 | 2.917 | 5,88 | ||||
| 2025-10-20 | 13F | Diversified Trust Co | 4.111 | -17,98 | 574 | -13,29 | ||||
| 2025-11-04 | 13F | Tsfg, Llc | 1.590 | 0,06 | 0 | |||||
| 2025-11-06 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wealthspire Advisors, LLC | 37.840 | 0,02 | 5.285 | 5,72 | ||||
| 2025-10-30 | 13F | Bishop & Co Investment Management, LLC | 139.778 | 2,26 | 19.523 | 8,09 | ||||
| 2025-11-05 | 13F | Linscomb & Williams, Inc. | 6.171 | 0,00 | 862 | 5,64 | ||||
| 2025-10-16 | 13F | Amarillo National Bank | 22.592 | 0,00 | 3.155 | 5,70 | ||||
| 2025-11-17 | 13F | Front Row Advisors LLC | 109 | 0,00 | 15 | 7,14 | ||||
| 2025-11-13 | 13F | SCS Capital Management LLC | 2.642 | -11,96 | 369 | -6,82 | ||||
| 2025-11-14 | 13F | Mariner, LLC | 295.634 | 4,32 | 41.283 | 10,29 | ||||
| 2025-11-14 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Bangor Savings Bank | 466 | 0,00 | 65 | 6,56 | ||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 14.822 | -2,47 | 2.070 | 3,09 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 27.828 | 0,00 | 3.677 | 4,91 | ||||
| 2025-11-14 | 13F | Cardiff Park Advisors, Llc | 674 | 0,30 | 94 | 6,82 | ||||
| 2025-10-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1.177 | 0,43 | 164 | 6,49 | ||||
| 2025-11-07 | 13F | Vista Capital Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Insight 2811, Inc. | 10.247 | -0,01 | 1.431 | 5,69 | ||||
| 2025-11-13 | 13F | Regal Investment Advisors LLC | 2.067 | 0,00 | 289 | 5,49 | ||||
| 2025-11-05 | 13F | Plante Moran Financial Advisors, LLC | 1.840 | 0,00 | 257 | 5,35 | ||||
| 2025-10-23 | 13F | Baker Ellis Asset Management LLC | 3.517 | 0,00 | 491 | 5,82 | ||||
| 2025-11-12 | 13F | Journey Strategic Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Commerce Bank | 2.020.035 | -3,24 | 282.138 | 2,28 | ||||
| 2025-11-12 | 13F | FSA Advisors, Inc. | 1.779 | -13,56 | 249 | -8,49 | ||||
| 2025-10-17 | 13F | Apella Capital, LLC | 3.464 | 3,77 | 476 | 6,50 | ||||
| 2025-11-06 | 13F | Providence Capital Advisors, LLC | 2.281 | 0,00 | 319 | 5,65 | ||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 7 | 1 | ||||||
| 2025-11-05 | 13F | Vantage Financial Partners, LLC | 2.519 | -3,78 | 352 | 1,74 | ||||
| 2025-10-16 | 13F | Trust Co Of Toledo Na /oh/ | 251 | 0,00 | 35 | 6,06 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 249 | 0,00 | 33 | -3,03 | ||||
| 2025-11-04 | 13F | Ashton Thomas Private Wealth, LLC | 37.927 | 222,59 | 5.297 | 241,08 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 193 | -23,41 | 24 | -25,00 | ||||
| 2025-10-28 | 13F | Inlight Wealth Management, LLC | 55.230 | -0,21 | 7.714 | 5,47 | ||||
| 2025-11-13 | 13F | Connecticut Wealth Management, LLC | 27.609 | 0,00 | 3.856 | 5,70 | ||||
| 2025-11-14 | 13F | Quadcap Wealth Management, LLC | 1.566 | 0,00 | 219 | 5,83 | ||||
| 2025-11-04 | 13F | Mutual Advisors, LLC | 9.370 | 1,69 | 1.311 | 3,56 | ||||
| 2025-10-28 | 13F | Dynamic Financial Group | 3.414 | -4,58 | 477 | 0,85 | ||||
| 2025-11-12 | 13F | Huntington National Bank | 2.037 | -0,68 | ||||||
| 2025-11-10 | 13F | Bridgewater Advisors Inc. | 2.742 | -3,92 | 376 | -3,60 | ||||
| 2025-11-07 | 13F | Crestwood Advisors Group LLC | 2.104 | 0,00 | 294 | 5,40 | ||||
| 2025-11-04 | 13F | Processus Wealth & Capital Management, LLC | 44.696 | -12,12 | 6.243 | -7,11 | ||||
| 2025-11-12 | 13F | Brinker Capital Investments, LLC | 28.707 | 182,52 | 4.010 | 198,73 | ||||
| 2025-10-21 | 13F | Fulton Bank, N.a. | 2.839 | 0,00 | 397 | 5,60 | ||||
| 2025-11-14 | 13F | Evoke Wealth, Llc | 7.742 | 27,84 | 1.081 | 35,13 | ||||
| 2025-11-10 | 13F | Washington Trust Advisors, Inc. | 394 | 0,00 | 55 | 5,77 | ||||
| 2025-11-24 | 13F | Cherry Tree Wealth Management, LLC | 2.791 | 0,00 | 390 | 5,71 | ||||
| 2025-10-20 | 13F | Albion Financial Group /ut | 162 | 0,00 | 23 | 4,76 | ||||
| 2025-11-04 | 13F | United Community Bank | 541 | 0,00 | 76 | 5,63 | ||||
| 2025-11-05 | 13F | Renasant Bank | 13.216 | 26,80 | 1.846 | 33,99 | ||||
| 2025-11-14 | 13F | Great Valley Advisor Group, Inc. | 22.238 | 0,12 | 3.106 | 5,83 | ||||
| 2025-11-14 | 13F | Beacon Pointe Advisors, LLC | 12.430 | 11,98 | 1.736 | 18,42 | ||||
| 2025-11-13 | 13F | 1 North Wealth Services Llc | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Equitable Trust Co | 22.127 | 0,80 | 3.090 | 6,55 | ||||
| 2025-11-12 | 13F | Victory Capital Management Inc | 945.096 | 0,19 | 132.002 | 5,90 | ||||
| 2025-10-24 | 13F | Trilogy Capital Inc. | 3.088 | 0,10 | 431 | 5,90 | ||||
| 2025-11-12 | 13F | Neuberger Berman Group LLC | 9.508 | 256,24 | 1.328 | 276,99 | ||||
| 2025-11-10 | 13F | Bleakley Financial Group, LLC | 43.950 | -3,12 | 6.138 | 2,40 | ||||
| 2025-10-14 | 13F | Dougherty Wealth Advisers LLC | 947 | -11,08 | 132 | -5,71 | ||||
| 2025-11-14 | 13F | National Bank Of Canada /fi/ | 1.127 | -69,17 | 157 | -67,43 | ||||
| 2025-10-30 | 13F | CVA Family Office, LLC | 111 | 0,00 | 16 | 7,14 | ||||
| 2025-10-20 | 13F | Koss-Olinger Consulting, LLC | 8.256 | 0,00 | 1.091 | 0,09 | ||||
| 2025-11-13 | 13F | Baird Financial Group, Inc. | 104.261 | -0,95 | 14.562 | 4,70 | ||||
| 2025-11-13 | 13F | Investment Counsel Co Of Nevada | 251 | 35 | ||||||
| 2025-11-06 | 13F | Mechanics Financial Corp | 197 | 0,00 | 28 | 3,85 | ||||
| 2025-10-22 | 13F | Five Oceans Advisors | 7.136 | -0,03 | 997 | 5,62 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-10-23 | 13F | CX Institutional | 1.007 | 0 | ||||||
| 2025-10-30 | 13F | Kingdom Financial Group LLC. | 38.397 | 24,80 | 5.363 | 31,93 | ||||
| 2025-10-21 | 13F | My Personal CFO, LLC | 1.743 | 243 | ||||||
| 2025-10-23 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 19.817 | 0,00 | 2.768 | 5,69 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 2.679 | 0,26 | 354 | 5,36 | ||||
| 2025-11-10 | 13F | Jackson, Grant Investment Advisers, Inc. | 28 | 3,70 | 4 | 0,00 | ||||
| 2025-10-15 | 13F | JP Wealth Management, Inc. | 5.868 | 0,00 | 567 | 5,01 | ||||
| 2025-10-07 | 13F | Friday Financial | 4.524 | 27,08 | 632 | 34,26 | ||||
| 2025-11-12 | 13F | Future Fund LLC | 27.975 | 0,00 | 3.907 | 5,71 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | Dynamic Advisor Solutions LLC | 2.475 | 47,76 | 346 | 56,11 | ||||
| 2025-10-28 | 13F | JNBA Financial Advisors | 339 | 0,00 | 47 | 6,82 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 37.317 | -2,96 | 4.931 | 1,80 | ||||
| 2025-10-22 | 13F | City Holding Co | 26.429 | -0,24 | 3.691 | 5,46 | ||||
| 2025-11-07 | 13F | Main Street Group, LTD | 4 | 0,00 | 1 | |||||
| 2025-11-14 | 13F | Raymond James Financial Inc | 580.628 | 8,12 | 81.096 | 14,28 | ||||
| 2025-11-14 | 13F | Asset Management Group, Inc. | 151.958 | 0,30 | 21.224 | 6,02 | ||||
| 2025-11-12 | 13F | Gryphon Financial Partners LLC | 5.195 | -4,31 | 726 | 1,12 | ||||
| 2025-10-22 | 13F | Greenleaf Trust | 6.902 | -17,07 | 964 | -12,28 | ||||
| 2025-11-14 | 13F | Green Harvest Asset Management LLC | 5.389 | -43,30 | 753 | -40,08 | ||||
| 2025-10-23 | 13F | SkyOak Wealth, LLC | 2.007 | -2,48 | 280 | 3,32 | ||||
| 2025-11-14 | 13F | Peapack Gladstone Financial Corp | 30.105 | -1,12 | 4 | 0,00 | ||||
| 2025-10-24 | 13F | MorganRosel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Bailard, Inc. | 6.879 | -0,43 | 961 | 5,26 | ||||
| 2025-11-03 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1.538 | -22,64 | 215 | -18,32 | ||||
| 2025-11-13 | 13F | SNS Financial Group, LLC | 1.808 | -3,73 | 253 | 1,61 | ||||
| 2025-11-03 | 13F | Field & Main Bank | 134 | 0,00 | 19 | 5,88 | ||||
| 2025-11-10 | 13F | EverSource Wealth Advisors, LLC | 4.746 | -0,27 | 663 | 5,41 | ||||
| 2025-11-04 | 13F | McKinley Carter Wealth Services, Inc. | 2.963 | -2,11 | 414 | 3,25 | ||||
| 2025-11-05 | 13F | Next Capital Management LLC | 2.246 | 10,64 | 314 | 16,79 | ||||
| 2025-10-29 | 13F | Occidental Asset Management, LLC | 90.874 | -1,76 | 12.692 | 3,85 | ||||
| 2025-10-22 | 13F | Riverview Trust Co | 520 | 0,00 | 73 | 5,88 | ||||
| 2025-11-04 | 13F | Mission Wealth Management, Lp | 2.412 | 4,55 | 337 | 10,53 | ||||
| 2025-10-14 | 13F | 21 West Wealth Management LLC | 3.422 | 0,00 | 478 | 5,53 | ||||
| 2025-11-17 | 13F | American Trust | 10.111 | -11,25 | 1.412 | -6,18 | ||||
| 2025-10-22 | 13F | Galvin, Gaustad & Stein, LLC | 1.789 | 12,45 | 250 | 18,57 | ||||
| 2025-11-04 | 13F | Independent Advisor Alliance | 1.565 | 219 | ||||||
| 2025-11-17 | 13F | Pin Oak Investment Advisors Inc | 128 | 0,00 | 18 | |||||
| 2025-10-30 | 13F | Envestnet Portfolio Solutions, Inc. | 2.823.287 | 1,74 | 394.329 | 7,53 | ||||
| 2025-10-29 | 13F | HHM Wealth Advisors, LLC | 78 | -84,18 | 11 | -84,62 | ||||
| 2025-11-14 | 13F | Glen Eagle Advisors, LLC | 264 | 0,00 | 37 | 5,88 | ||||
| 2025-10-28 | 13F | Portland Financial Advisors Inc | 1.474 | 206 | ||||||
| 2025-11-10 | 13F | LaFleur & Godfrey LLC | 1.460 | -6,41 | 204 | -1,46 | ||||
| 2025-11-03 | 13F | SYM FINANCIAL Corp | 1.664 | -81,10 | 232 | -80,05 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
| 2025-10-10 | 13F | Trust Point Inc. | 8.578 | 0,00 | 1.198 | 5,74 | ||||
| 2025-11-10 | 13F | Ameritas Investment Partners, Inc. | 383 | -9,24 | 54 | -3,64 | ||||
| 2025-11-14 | 13F | Mpwm Advisory Solutions, Llc | 129 | 0,00 | 18 | 5,88 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-14 | 13F | LongView Wealth Management | 3.025 | 423 | ||||||
| 2025-10-24 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2.259 | 0,00 | 316 | 6,04 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Zions Bancorporation, National Association /ut/ | 956.895 | -1,17 | 133.650 | 4,46 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 767 | 0,00 | 103 | 6,25 | ||||
| 2025-11-14 | 13F | Parkshore Wealth Management, Inc. | 5.665 | 0,04 | 791 | 5,75 | ||||
| 2025-11-05 | 13F | Capital Investment Advisory Services, LLC | 659 | 0,00 | 92 | 5,75 | ||||
| 2025-11-06 | 13F | AlTi Global, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-17 | 13F | Atlas Brown,Inc. | 20.686 | -0,44 | 2.889 | 5,25 | ||||
| 2025-10-29 | 13F | Arkadios Wealth Advisors | 8.104 | 39,46 | 1.132 | 47,46 | ||||
| 2025-11-05 | 13F | Key FInancial Inc | 1.974 | 0,20 | 276 | 6,15 | ||||
| 2025-11-05 | 13F | Firestone Capital Management | 2.960 | 0,00 | 413 | 5,63 | ||||
| 2025-11-14 | 13F | First Western Trust Bank | 2.715 | -23,69 | 379 | -19,36 | ||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Clean Yield Group | 178 | 25 | ||||||
| 2025-10-31 | 13F | Cullen/frost Bankers, Inc. | 6.264 | 6,91 | 875 | 12,92 | ||||
| 2025-10-31 | 13F | Emerald Investment Partners, Llc | 1.645 | -11,94 | 230 | -6,91 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 4.801 | 1 | ||||||
| 2025-11-14 | 13F | Price T Rowe Associates Inc /md/ | 30.708 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 1.780 | -0,95 | 249 | 4,64 | ||||
| 2025-11-06 | 13F | Allen Investment Management LLC | 3.231 | 0,00 | 451 | 5,87 | ||||
| 2025-11-12 | 13F | Tiaa Trust, National Association | 3.427.479 | 1,02 | 478.709 | 6,77 | ||||
| 2025-11-06 | 13F | Means Investment Co., Inc. | 2.295 | -5,63 | 321 | -0,31 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14.266 | -51,99 | 1.892 | -49,47 | ||||
| 2025-10-14 | 13F | Builder Investment Group Inc /adv | 2.571 | 0,00 | 359 | 5,90 | ||||
| 2025-11-10 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.697 | 1,24 | 377 | 6,82 | ||||
| 2025-11-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Windsor Advisory Group, LLC | 270 | 0,00 | 38 | 5,71 | ||||
| 2025-11-13 | 13F | Tradition Wealth Management, LLC | 13.781 | 0,00 | 1.925 | 5,66 | ||||
| 2025-10-24 | 13F | Cedar Mountain Advisors, LLC | 252.309 | -1,89 | 35.240 | 3,70 | ||||
| 2025-10-30 | 13F | Joel Isaacson & Co., LLC | 2.344 | 0,04 | 327 | 5,83 | ||||
| 2025-10-28 | 13F | Postrock Partners Llc | 2.306 | 0,00 | 322 | 5,92 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | VETAX - Victory Sycamore Established Value Fund Class A | 910.000 | 0,00 | 120.247 | 4,90 | ||||
| 2025-10-14 | 13F | RTD Financial Advisors, Inc. | 144.812 | 3,02 | 20.226 | 8,89 | ||||
| 2025-11-05 | 13F | Gallacher Capital Management LLC | 1.755 | 0,00 | 245 | 6,06 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 170 | -36,09 | 22 | -35,29 | ||||
| 2025-10-16 | 13F | Whitaker-Myers Wealth Managers, LTD. | 35.931 | 3,83 | 5.018 | 9,76 | ||||
| 2025-10-31 | 13F | First Citizens Bank & Trust Co | 2.698.999 | 3,06 | 376.969 | 8,93 | ||||
| 2025-10-22 | 13F | D.a. Davidson & Co. | 12.057 | 1,35 | 1.684 | 7,19 | ||||
| 2025-10-10 | 13F | Foster Victor Wealth Advisors, LLC | 2.280 | 321 | ||||||
| 2025-10-31 | 13F | Guardian Asset Advisors, LLC | 3.649 | -7,88 | 510 | -2,49 | ||||
| 2025-11-05 | 13F | Ironwood Investment Counsel, LLC | 4.703 | 74,31 | 657 | 84,27 | ||||
| 2025-11-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Mml Investors Services, Llc | 71.112 | 14,30 | 9.932 | 124.050,00 | ||||
| 2025-11-13 | 13F | Pathstone Holdings, LLC | 21.986 | 5,18 | 3.071 | 11,15 | ||||
| 2025-10-28 | 13F | Nations Financial Group Inc, /ia/ /adv | 16.770 | -0,65 | 2.342 | 5,02 | ||||
| 2025-10-16 | 13F | Rebalance, Llc | 6.943 | 0,40 | 970 | 6,13 | ||||
| 2025-10-20 | 13F | Sequent Asset Management, LLC | 15.536 | 0,00 | 2.170 | 5,70 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 27.975 | 3.697 | ||||||
| 2025-10-06 | 13F | Lwm Advisors Inc | 33.157 | 3,21 | 4.631 | 9,09 | ||||
| 2025-10-17 | 13F | Sowell Financial Services LLC | 7.851 | -3,75 | 1.097 | 1,76 | ||||
| 2025-10-16 | 13F | Halbert Hargrove Global Advisors, Llc | 113 | 0,00 | 16 | 7,14 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Drucker Wealth 3.0, LLC | 3.375 | -1,80 | 471 | 1,73 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 2.213 | -1,25 | 309 | 4,39 | ||||
| 2025-11-12 | 13F | Mosaic Family Wealth Partners, Llc | 7.394 | 0,01 | 1.030 | 5,53 | ||||
| 2025-10-15 | 13F | Atwood & Palmer Inc | 40 | 6 | ||||||
| 2025-11-13 | 13F | Hsbc Holdings Plc | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Sigma Investment Counselors Inc | 1.723 | 0,00 | 241 | 5,73 | ||||
| 2025-11-03 | 13F | Truist Financial Corp | 430.051 | -0,84 | 60.065 | 4,81 | ||||
| 2025-11-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Missouri Trust & Investment Co | 4.450 | -0,56 | 622 | 5,08 | ||||
| 2025-11-14 | 13F | Matrix Private Capital Group Llc | 896 | 0,00 | 125 | 5,93 | ||||
| 2025-11-04 | 13F | Meridian Wealth Management, LLC | 8.680 | -1,70 | 1.212 | 3,95 | ||||
| 2025-08-28 | NP | POCAX - Aristotle Portfolio Optimization Moderate Fund Class A | 180.015 | 69,70 | 23.787 | 78,01 | ||||
| 2025-11-13 | 13F | Eight 31 Financial Llc | 4.104 | 0,00 | 573 | 5,72 | ||||
| 2025-11-13 | 13F | Betterment LLC | 1.594.763 | -2,74 | 223 | 2,78 | ||||
| 2025-11-14 | 13F | United Capital Financial Advisers, Llc | 7.572 | -8,01 | 1.058 | -2,76 | ||||
| 2025-10-30 | 13F | Chicago Partners Investment Group LLC | 265.321 | -0,68 | 37.015 | 0,83 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 66.362 | 5,94 | 9.269 | 11,97 | ||||
| 2025-11-14 | 13F | Integrity Alliance, Llc. | 3.651 | 5,52 | 510 | 11,38 | ||||
| 2025-10-15 | 13F | Norden Group Llc | 9.144 | -11,94 | 1.277 | -6,92 | ||||
| 2025-10-20 | 13F | Quest 10 Wealth Builders, Inc. | 7.105 | 8,46 | 992 | 14,68 | ||||
| 2025-11-13 | 13F | Nvest Financial, LLC | 10.563 | 47,59 | 1.475 | 56,08 | ||||
| 2025-11-14 | 13F | Port Capital LLC | 4.609 | 0,28 | 644 | 6,10 | ||||
| 2025-11-12 | 13F | AlphaCore Capital LLC | 272 | 0,00 | 38 | 5,71 | ||||
| 2025-11-07 | 13F | Smithfield Trust Co | 614 | -26,11 | 0 | |||||
| 2025-11-12 | 13F | Bare Financial Services, Inc | 784 | 0,00 | 110 | 5,83 | ||||
| 2025-11-14 | 13F | Vance Wealth, Inc. | 25.720 | -8,05 | 3.592 | -2,81 | ||||
| 2025-11-10 | 13F | Adviser Investments LLC | 23.032 | -17,21 | 3.217 | -12,51 | ||||
| 2025-11-14 | 13F | Capital Analysts, Inc. | 7.065 | -5,23 | 1 | |||||
| 2025-11-13 | 13F | Tortoise Investment Management, LLC | 263 | 0,00 | 37 | 5,88 | ||||
| 2025-11-04 | 13F | Bridges Investment Management Inc | 30.739 | 2,30 | 4.293 | 8,14 | ||||
| 2025-11-05 | 13F | BHK Investment Advisors, LLC | 13.158 | -2,58 | 1.838 | 2,97 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2.097 | -4,46 | 277 | 0,36 | ||||
| 2025-10-21 | 13F | Salomon & Ludwin, LLC | 40 | 0,00 | 6 | 0,00 | ||||
| 2025-11-05 | 13F | Bessemer Group Inc | 15.073 | 0,26 | 2 | 100,00 | ||||
| 2025-11-20 | 13F | Centaurus Financial, Inc. | 1.250 | 0,00 | 0 | |||||
| 2025-10-10 | 13F | Falcon Wealth Planning | 27.535 | -3,37 | 3.846 | 2,12 | ||||
| 2025-11-12 | 13F | Fisher Asset Management, LLC | 2.289 | 320 | ||||||
| 2025-10-03 | 13F | Dentgroup LLC | 7.951 | 1.111 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-10-10 | 13F | Abound Wealth Management | 132 | -23,70 | 19 | -18,18 | ||||
| 2025-10-10 | 13F | Thomasville National Bank | 5.988 | -3,28 | 836 | 2,20 | ||||
| 2025-11-13 | 13F | Eldridge Investment Advisors, Inc. | 1.735 | 242 | ||||||
| 2025-10-24 | 13F | Citizens Financial Group Inc/ri | 2.262 | -6,57 | 316 | -1,25 | ||||
| 2025-10-15 | 13F | Brady Martz Wealth Solutions, LLC | 32.076 | -1,24 | 4.480 | 4,40 | ||||
| 2025-10-29 | 13F | Compass Ion Advisors, LLC | 3.499 | 0,06 | 489 | 5,63 | ||||
| 2025-10-29 | 13F | Financial Management Network Inc | 4.164 | -1,33 | 586 | 2,99 | ||||
| 2025-11-10 | 13F | Aire Advisors, Llc | 2.186 | 0,09 | 305 | 5,90 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 1.314 | 6,66 | 184 | 12,96 | ||||
| 2025-10-14 | 13F | Trust Co Of Vermont | 1.151 | 3,32 | 161 | 8,84 | ||||
| 2025-11-13 | 13F | Rehmann Capital Advisory Group | 12.205 | 0,08 | 1.705 | 5,77 | ||||
| 2025-10-21 | 13F | Optimum Investment Advisors | 516 | 0,00 | 72 | 5,88 | ||||
| 2025-11-19 | 13F | Captrust Financial Advisors | 153.401 | -3,27 | 21.426 | 2,25 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 1.459 | 0 | ||||||
| 2025-11-03 | 13F | Bank of New York Mellon Corp | 63.134 | 0,75 | 8.818 | 6,49 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 258 | 34 | ||||||
| 2025-10-28 | 13F | Arlington Trust Co LLC | 53 | 0,00 | 7 | 0,00 | ||||
| 2025-10-07 | 13F | First Community Trust Na | 41 | 0,00 | 6 | 0,00 | ||||
| 2025-11-04 | 13F | Westside Investment Management, Inc. | 200 | 0,00 | 28 | 3,85 | ||||
| 2025-10-23 | 13F | Benjamin Edwards Inc | 16.441 | 58,28 | 2.304 | 67,86 | ||||
| 2025-11-04 | 13F | Bellevue Asset Management, Llc | 200 | 0,00 | 28 | 3,85 | ||||
| 2025-11-14 | 13F | Hughes Financial Services, LLC | 247 | 0,00 | 34 | 3,03 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 5.188 | -8,14 | 725 | -2,95 | ||||
| 2025-10-20 | 13F | Calamos Wealth Management LLC | 1.706 | 0,00 | 238 | 5,78 | ||||
| 2025-10-09 | 13F | Prosperity Planning, Inc. | 6.113 | -0,76 | 854 | 4,92 | ||||
| 2025-10-23 | 13F | Foster & Motley Inc | 1.856 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 134.326 | 18.761 | ||||||
| 2025-11-13 | 13F | Bank Of Montreal /can/ | 84.755 | -8,81 | 11.838 | -3,62 | ||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Stratos Wealth Partners, LTD. | 12.113 | -3,29 | 1.692 | 2,18 | ||||
| 2025-10-17 | 13F | Cahaba Wealth Management, Inc. | 4.040 | 1,87 | 564 | 7,63 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Ieq Capital, Llc | 4.219 | -5,72 | 589 | -0,34 | ||||
| 2025-11-17 | 13F | GWM Advisors LLC | 60.908 | 1,67 | 8.507 | 7,47 | ||||
| 2025-11-12 | 13F | Provenance Wealth Advisors, LLC | 49 | 0,00 | 7 | 0,00 | ||||
| 2025-09-24 | NP | AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 940 | 126 | ||||||
| 2025-10-20 | 13F | Pure Financial Advisors, Inc. | 11.303 | -1,82 | 1.579 | 3,75 | ||||
| 2025-10-27 | 13F | Grimes & Company, Inc. | 1.689 | 236 | ||||||
| 2025-11-12 | 13F | Rockbridge Investment Management, LCC | 3.101 | 0,00 | 433 | 5,87 | ||||
| 2025-09-24 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3.108 | -22,47 | 418 | 5,29 | ||||
| 2025-08-28 | NP | PODCX - Aristotle Portfolio Optimization Growth Fund Class C | 287.718 | 48,75 | 38.019 | 56,04 | ||||
| 2025-10-16 | 13F | Capital Advisors, Ltd. LLC | 100 | 0,00 | 0 | |||||
| 2025-10-22 | 13F | North Star Investment Management Corp. | 494 | 0,00 | 69 | 4,62 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | City National Bank Of Florida /msd | 2.500 | 0,00 | 349 | 5,76 | ||||
| 2025-11-07 | 13F | SMART Wealth LLC | 2.830 | 19,92 | 395 | 27,01 | ||||
| 2025-10-27 | 13F | New Republic Capital, LLC | 679 | 0,00 | 95 | 5,62 | ||||
| 2025-11-07 | 13F | Wealthcare Advisory Partners LLC | 9.155 | 1,95 | 1.279 | 7,76 | ||||
| 2025-10-28 | 13F | Navigation Wealth Management, Inc. | 2.733 | 48,13 | 382 | 57,20 | ||||
| 2025-11-12 | 13F | Mycio Wealth Partners, Llc | 6.058 | 0,41 | 846 | 6,15 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Duncker Streett & Co Inc | 961 | 0,00 | 134 | 6,35 | ||||
| 2025-11-18 | 13F | Stonebridge Financial Planning Group, LLC | 5.501 | -0,78 | 768 | 4,92 | ||||
| 2025-11-13 | 13F | Intrepid Financial Planning Group LLC | 12.558 | -0,87 | 1.754 | 4,84 | ||||
| 2025-11-13 | 13F | Powell Investment Advisors, LLC | 52.750 | -1,10 | 7.368 | 4,54 | ||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 14.655 | 95,14 | 2.047 | 106,25 | ||||
| 2025-10-21 | 13F | Synergy Financial Management, LLC | 1.665 | 233 | ||||||
| 2025-11-19 | 13F | Coldstream Capital Management Inc | 10.907 | 12,65 | 1.523 | 19,08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 55.042 | -16,44 | 7.273 | -12,34 | ||||
| 2025-10-24 | 13F | Olistico Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Nicolet Advisory Services, Llc | 2.711 | 0,00 | 379 | 5,28 | ||||
| 2025-10-23 | 13F | Lee-Kelleher Wealth Management | 2.135 | 0,00 | 298 | 5,67 | ||||
| 2025-11-04 | 13F | Simmons Bank | 3.698 | -0,70 | 516 | 4,88 |
Other Listings
| US:IWS | 142,07 $ |
