Basisstatistiken
| Institutionelle Eigentümer | 1876 total, 1872 long only, 0 short only, 4 long/short - change of 2,96% MRQ |
| Durchschnittliche Portfolioallokation | 0.7377 % - change of -5,57% MRQ |
| Institutionelle Aktien (Long) | 174.969.479 (ex 13D/G) - change of -4,64MM shares -2,58% MRQ |
| Institutioneller Wert (Long) | $ 23.032.871 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (GB:0LMF) hat 1876 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 174,969,479 Aktien. Die größten Aktionäre sind Bank Of America Corp /de/, Morgan Stanley, Raymond James Financial Inc, LPL Financial LLC, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Ameriprise Financial Inc, Creative Planning, Envestnet Asset Management Inc, and UBS Group AG .
Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (LSE:0LMF) 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.
AI+ Ask Fintel’s AI assistant about Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
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.
Upgrade
um Prämiendaten freizuschalten und nach Excel zu exportieren 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 2017 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-15 | 13F | Uptown Financial Advisors LLC | 7.049 | 0,00 | 994 | 5,75 | ||||
| 2025-11-06 | 13F | Allegheny Financial Group LTD | 4.040 | 18,44 | 570 | 25,33 | ||||
| 2025-10-23 | 13F | HB Wealth Management, LLC | 89.856 | 18,56 | 12.665 | 25,36 | ||||
| 2025-11-10 | 13F | Thoroughbred Financial Services, Llc | 17.062 | -4,78 | 2 | 0,00 | ||||
| 2025-10-31 | 13F | National Asset Management, Inc. | 10.503 | -2,16 | 1.480 | 3,42 | ||||
| 2025-10-23 | 13F | Capital Investment Advisors, LLC | 18.105 | -0,42 | 2.552 | 5,28 | ||||
| 2025-10-30 | 13F | Huntleigh Advisors, Inc. | 8.425 | 1,68 | 1.187 | 7,52 | ||||
| 2025-08-14 | 13F | Gordian Capital Singapore Pte Ltd | 0 | -100,00 | 0 | |||||
| 2025-10-16 | 13F | Willner & Heller, Llc | 3.465 | -1,39 | 488 | 4,27 | ||||
| 2025-11-06 | 13F | Northwest Financial Advisors | 1.889 | 0,16 | 266 | 5,98 | ||||
| 2025-11-12 | 13F | Madison Wealth Partners, Inc | 7.019 | -9,20 | 989 | -3,98 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1.971 | -14,16 | 263 | -11,49 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 441.958 | 4,11 | 58.918 | 7,60 | ||||
| 2025-10-27 | 13F | Harbor Investment Advisory, Llc | 21.042 | 20,52 | 2.966 | 27,42 | ||||
| 2025-11-05 | 13F | Portside Wealth Group, LLC | 2.408 | -0,99 | 339 | 4,63 | ||||
| 2025-11-13 | 13F | Richard W. Paul & Associates, LLC | 208 | 0,00 | 29 | 7,41 | ||||
| 2025-11-03 | 13F | Truist Financial Corp | 938.746 | 0,89 | 132.316 | 6,67 | ||||
| 2025-11-13 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.694 | 3,58 | 380 | 9,54 | ||||
| 2025-11-04 | 13F | Woodmont Investment Counsel Llc | 67.504 | -4,15 | 9.515 | 1,34 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 98.773 | 1,11 | 13.168 | 4,52 | ||||
| 2025-10-31 | 13F | NWF Advisory Services Inc. | 11.184 | 2,24 | 1.576 | 8,09 | ||||
| 2025-11-06 | 13F | Balboa Wealth Partners | 10.629 | -2,07 | 1.498 | 3,60 | ||||
| 2025-10-28 | 13F | Hartford Financial Management Inc. | 1 | 0,00 | 0 | |||||
| 2025-11-07 | 13F | Jacobi Capital Management LLC | 4.747 | -0,31 | 669 | 5,52 | ||||
| 2025-10-15 | 13F | Mb, Levis & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Tortoise Investment Management, LLC | 399 | 0,00 | 56 | 5,66 | ||||
| 2025-10-29 | 13F | Sanibel Captiva Trust Company, Inc. | 808.684 | -0,18 | 113.984 | 5,54 | ||||
| 2025-11-04 | 13F | Van Cleef Asset Management,Inc | 1.663 | 0,00 | 234 | 5,88 | ||||
| 2025-10-28 | 13F | Leavell Investment Management, Inc. | 13.592 | -12,07 | 1.916 | -7,04 | ||||
| 2025-10-16 | 13F | Capital Advisors, Ltd. LLC | 6.108 | 7,74 | 1 | |||||
| 2025-10-24 | 13F | Opal Wealth Advisors, LLC | 1.764 | 0,51 | 249 | 6,44 | ||||
| 2025-10-15 | 13F | Future Financial Wealth Managment LLC | 1.295 | 7,92 | 183 | 14,47 | ||||
| 2025-10-14 | 13F | TCI Wealth Advisors, Inc. | 3.884 | 26,60 | 548 | 33,74 | ||||
| 2025-11-13 | 13F | Capital Group Private Client Services, Inc. | 11.187 | -0,60 | 1.577 | 5,07 | ||||
| 2025-11-14 | 13F/A | Leigh Baldwin & Co., Llc | 2.033 | 0,00 | 287 | 5,54 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 724.200 | 125,23 | 96.543 | 137,95 | ||||
| 2025-10-29 | 13F | Royal Fund Management, LLC | 10.070 | -23,37 | 1.420 | -19,00 | ||||
| 2025-11-06 | 13F | Fairscale Capital, LLC | 9.909 | -0,84 | 1.397 | 4,18 | ||||
| 2025-10-21 | 13F | TruNorth Capital Management, LLC | 1.638 | 136,36 | 231 | 150,00 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 21.509 | 0,09 | 2.867 | 3,46 | ||||
| 2025-11-06 | 13F | Blume Capital Management, Inc. | 1.660 | 286,05 | 234 | 308,77 | ||||
| 2025-11-14 | 13F | Janus Henderson Group Plc | 15.207 | -5,23 | 2.143 | 0,19 | ||||
| 2025-11-05 | 13F | Prime Capital Investment Advisors, LLC | 48.646 | 0,32 | 6.857 | 6,06 | ||||
| 2025-10-07 | 13F | 1620 Investment Advisors, Inc. | 147 | 0,00 | 21 | 5,26 | ||||
| 2025-10-21 | 13F | Simon Quick Advisors, Llc | 29.445 | -0,32 | 4.150 | 5,38 | ||||
| 2025-10-24 | 13F/A | FLP Wealth Management, LLC | 1.623 | 1,18 | 229 | 7,04 | ||||
| 2025-10-21 | 13F | Presilium Private Wealth, Llc | 1.600 | 0,00 | 226 | 5,63 | ||||
| 2025-10-22 | 13F | McIlrath & Eck, LLC | 150 | -75,73 | 21 | -74,39 | ||||
| 2025-10-30 | 13F | Quadrant Private Wealth Management, LLC | 4.639 | 18,71 | 654 | 25,34 | ||||
| 2025-10-28 | 13F | Gould Asset Management Llc /ca/ | 7.215 | -2,96 | 1.017 | 2,52 | ||||
| 2025-11-10 | 13F | Journey Advisory Group, LLC | 2.938 | -5,32 | 414 | 0,24 | ||||
| 2025-10-15 | 13F | Stephens Consulting, LLC | 2.869 | -4,37 | 404 | 1,25 | ||||
| 2025-11-07 | 13F | Pallas Capital Advisors LLC | 21.248 | 1,43 | 2.995 | 7,23 | ||||
| 2025-11-12 | 13F | Trustmark National Bank Trust Department | 125.845 | 0,00 | 17.738 | 5,73 | ||||
| 2025-10-16 | 13F | Curran Financial Partners, LLC | 51.117 | 14,98 | 7.205 | 21,57 | ||||
| 2025-11-07 | 13F | Accretive Wealth Partners, LLC | 87.649 | 6,05 | 12.354 | 12,13 | ||||
| 2025-10-21 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.592 | -77,24 | 1.634 | -75,95 | ||||
| 2025-11-12 | 13F | Ameliora Wealth Management Ltd. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Neuberger Berman Group LLC | 20.708 | 24,13 | 2.919 | 31,26 | ||||
| 2025-11-14 | 13F | Fca Corp /tx | 12.021 | 3,23 | 1.694 | 9,15 | ||||
| 2025-11-03 | 13F | Hicks Capital Management Llc | 19.089 | 2.691 | ||||||
| 2025-10-15 | 13F | Taylor & Morgan Wealth Management, LLC | 5.432 | 0,50 | 766 | 6,25 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 23 | 3 | ||||||
| 2025-10-28 | 13F | MBA Advisors LLC | 7.927 | -0,04 | 1.117 | 5,68 | ||||
| 2025-10-07 | 13F | Graves-Light Private Wealth Management, Inc. | 183.268 | 0,12 | 25.832 | 5,86 | ||||
| 2025-10-27 | 13F | Wetzel Investment Advisors, Inc. | 4.815 | -3,49 | 679 | 1,95 | ||||
| 2025-11-13 | 13F | Founders Capital Management | 1.804 | 0,89 | 254 | 6,72 | ||||
| 2025-11-14 | 13F | Brick & Kyle, Associates | 2.193 | 0,09 | 0 | |||||
| 2025-10-16 | 13F | Ronald Blue Trust, Inc. | 3.288 | 12,68 | 463 | 19,33 | ||||
| 2025-10-29 | 13F | Wealth Enhancement Advisory Services, Llc | 489.614 | 0,06 | 69.060 | 3,92 | ||||
| 2025-10-14 | 13F | Private Client Services, Llc | 3.935 | -7,28 | 555 | -1,95 | ||||
| 2025-10-27 | 13F | Moseley Investment Management Inc | 13.198 | 3,24 | 1.860 | 9,15 | ||||
| 2025-10-21 | 13F | West Branch Capital LLC | 2.927 | -6,99 | 413 | -1,67 | ||||
| 2025-11-12 | 13F | Boston Family Office Llc | 4.740 | 0,00 | 1 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Winthrop Capital Management, LLC | 409 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Disciplined Investors, L.L.C. | 23.953 | -0,07 | 3.376 | 5,67 | ||||
| 2025-11-14 | 13F | Clearwater Capital Advisors, LLC | 1.914 | 3,40 | 270 | 9,35 | ||||
| 2025-11-14 | 13F | Gen-Wealth Partners Inc | 432 | 0,00 | 61 | 5,26 | ||||
| 2025-11-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 21.074 | 0,11 | 2.970 | 5,84 | ||||
| 2025-10-20 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Bank Of Hawaii | 210.330 | -7,41 | 29.646 | -2,10 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 | 0 | ||||||
| 2025-10-10 | 13F | Quotient Wealth Partners, LLC | 4.499 | -4,58 | 634 | 0,96 | ||||
| 2025-10-22 | 13F | Capital Advantage, Inc. | 16.355 | -1,71 | 2.305 | 3,92 | ||||
| 2025-10-06 | 13F | Fragasso Group Inc. | 6.994 | 11,17 | 990 | 18,02 | ||||
| 2025-11-06 | 13F | First National Trust Co | 146.343 | -5,18 | 20.627 | 0,26 | ||||
| 2025-11-14 | 13F | Kirtland Hills Capital Management, Llc | 1.662 | 234 | ||||||
| 2025-10-15 | 13F | Clayton Financial Group LLC | 294 | 41 | ||||||
| 2025-11-13 | 13F | Annandale Capital, LLC | 156.161 | 1,20 | 220 | 1.000,00 | ||||
| 2025-11-14 | 13F | Van Den Berg Management I, Inc | 3.032 | -8,18 | 427 | -2,95 | ||||
| 2025-11-04 | 13F | Premier Path Wealth Partners, LLC | 3.054 | -1,74 | 430 | 3,86 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Main Street Financial Solutions, LLC | 28.830 | 15,59 | 4.064 | 22,23 | ||||
| 2025-10-20 | 13F | Burns J W & Co Inc/ny | 61.453 | 13,37 | 8.662 | 19,86 | ||||
| 2025-10-28 | 13F | Wolff Wiese Magana Llc | 31 | -92,81 | 4 | -92,98 | ||||
| 2025-11-03 | 13F | Strategic Advisors LLC | 6.182 | 276,95 | 871 | 299,54 | ||||
| 2025-10-02 | 13F | InvesTrust | 14.555 | -0,89 | 2.052 | 4,80 | ||||
| 2025-10-10 | 13F | Brown, Lisle/cummings, Inc. | 4.110 | 0,00 | 579 | 5,85 | ||||
| 2025-11-07 | 13F | Phillips Wealth Planners LLC | 2.129 | -7,52 | 301 | -3,23 | ||||
| 2025-10-24 | 13F | Olistico Wealth, LLC | 2.415 | 0,00 | 340 | 5,92 | ||||
| 2025-10-17 | 13F | Eagle Bay Advisors LLC | 3.407 | 0,00 | 480 | 5,73 | ||||
| 2025-11-13 | 13F | UBS Group AG | 2.911.283 | -9,14 | 410.345 | -3,93 | ||||
| 2025-11-14 | 13F | Comerica Bank | 207.957 | 2,41 | 29.312 | 8,28 | ||||
| 2025-10-20 | 13F | DHJJ Financial Advisors, Ltd. | 917 | 0,00 | 129 | 5,74 | ||||
| 2025-10-21 | 13F | Global Financial Private Client, LLC | 2.511 | -5,92 | 354 | -0,56 | ||||
| 2025-10-16 | 13F | Gleason Group, Inc. | 62.165 | 0,60 | 8.762 | 6,37 | ||||
| 2025-11-10 | 13F | KDT Advisors, LLC | 27.539 | 0,00 | 3.882 | 5,72 | ||||
| 2025-10-29 | 13F | Rede Wealth, LLC | 3.407 | 480 | ||||||
| 2025-10-21 | 13F | SOA Wealth Advisors, LLC. | 4.058 | 21,72 | 572 | 28,60 | ||||
| 2025-11-10 | 13F | AMG National Trust Bank | 76.425 | 3,33 | 10.772 | 9,26 | ||||
| 2025-11-14 | 13F | Chevy Chase Trust Holdings, Inc. | 28.822 | 3,20 | 4.062 | 9,11 | ||||
| 2025-10-30 | 13F | Leelyn Smith, LLC | 64.221 | 1,85 | 9.052 | 7,69 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-20 | 13F | Smith, Salley & Associates | 8.650 | 2,37 | 1.219 | 8,26 | ||||
| 2025-11-14 | 13F | Hilltop Holdings Inc. | 3.503 | -1,55 | 494 | 4,01 | ||||
| 2025-10-23 | 13F | Strategic Blueprint, LLC | 9.842 | -0,96 | 1.387 | 4,76 | ||||
| 2025-11-14 | 13F | First Manhattan Co | 182.037 | 0,05 | 25.658 | 5,79 | ||||
| 2025-11-10 | 13F | New Millennium Group LLC | 543 | 0,00 | 77 | 5,56 | ||||
| 2025-11-13 | 13F | Vise Technologies, Inc. | 13.993 | 5,25 | 1.972 | 11,29 | ||||
| 2025-11-03 | 13F | Pittenger & Anderson Inc | 4.864 | 0,00 | 686 | 5,71 | ||||
| 2025-10-06 | 13F | RWM Asset Management, LLC | 48.875 | -0,67 | 6.889 | 5,02 | ||||
| 2025-10-10 | 13F | Fifth Third Securities, Inc. | 3.910 | 5,33 | 551 | 11,54 | ||||
| 2025-10-27 | 13F | Exencial Wealth Advisors, Llc | 145.940 | -1,81 | 20.570 | 3,82 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 167 | 0,00 | 22 | 4,76 | ||||
| 2025-11-03 | 13F | Sightline Wealth Advisors, LLC | 7.287 | 20,89 | 1.027 | 27,90 | ||||
| 2025-11-13 | 13F | Diversify Advisory Services, LLC | 15.608 | -6,96 | 2.181 | -4,85 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Schubert & Co | 6.627 | 0,00 | 883 | 3,40 | ||||
| 2025-11-05 | 13F | Signature Estate & Investment Advisors Llc | 37.996 | 5,95 | 5.356 | 12,03 | ||||
| 2025-10-20 | 13F | Quest 10 Wealth Builders, Inc. | 5.647 | -4,34 | 796 | 1,15 | ||||
| 2025-10-20 | 13F | Carnegie Lake Advisors LLC | 3.838 | -4,95 | 541 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Anchor Investment Management, LLC | 10.476 | 0,16 | 1.477 | 5,88 | ||||
| 2025-10-15 | 13F | DAVENPORT & Co LLC | 269.703 | 5,31 | 38.015 | 11,34 | ||||
| 2025-11-14 | 13F | Leo Wealth, LLC | 7.172 | -50,59 | 1.011 | -47,78 | ||||
| 2025-10-07 | 13F | St Germain D J Co Inc | 3.375 | 713,25 | 476 | 763,64 | ||||
| 2025-10-23 | 13F | Investmark Advisory Group LLC | 14.641 | -6,12 | 2.064 | -0,77 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 4.679 | 1 | ||||||
| 2025-10-21 | 13F | Guyasuta Investment Advisors Inc | 26.615 | 0,00 | 3.751 | 5,72 | ||||
| 2025-11-06 | 13F | Boston Private Wealth Llc | 8.239 | 9,96 | 1.161 | 16,33 | ||||
| 2025-11-14 | 13F | First Wilshire Securities Management Inc | 2.600 | 0,00 | 366 | 5,78 | ||||
| 2025-10-21 | 13F | Cascade Financial Partners, LLC | 58.226 | -0,96 | 8.207 | 4,72 | ||||
| 2025-11-03 | 13F | Wealth Management Nebraska | 13.620 | 0,05 | 1.920 | 6,43 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 66.215 | -1,72 | 9.304 | 4,20 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 363 | 0,00 | 48 | 4,35 | ||||
| 2025-11-12 | 13F | BlackRock, Inc. | 7.654 | -1,48 | 1.079 | 4,15 | ||||
| 2025-10-30 | 13F | Select Asset Management & Trust | 136.217 | 0,36 | 19 | 5,56 | ||||
| 2025-10-27 | 13F | First Horizon Corp | 87.937 | 180,91 | 12.395 | 277,98 | ||||
| 2025-11-12 | 13F | Cresset Asset Management, LLC | 113.839 | 3,12 | 16.046 | 9,03 | ||||
| 2025-10-09 | 13F | U.S. Capital Wealth Advisors, LLC | 10.643 | -0,25 | 1.500 | 5,49 | ||||
| 2025-11-06 | 13F | Krilogy Financial LLC | 5.235 | 732 | ||||||
| 2025-10-23 | 13F | Kingswood Wealth Advisors, Llc | 14.517 | 60,14 | 2.046 | 69,37 | ||||
| 2025-10-06 | 13F | Stephenson National Bank & Trust | 3.300 | 0,00 | 465 | 5,92 | ||||
| 2025-07-16 | 13F | Cabana Llc | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | North Capital, Inc. | 1.443 | 0,49 | 203 | 6,28 | ||||
| 2025-11-13 | 13F | Legacy Advisors, LLC | 34.446 | 4.855 | ||||||
| 2025-11-10 | 13F | Strategic Family Wealth Counselors, L.L.C. | 81.308 | 2,12 | 11.460 | 7,97 | ||||
| 2025-10-16 | 13F | Johnson Bixby & Associates, LLC | 2.567 | -4,47 | 362 | 0,84 | ||||
| 2025-11-10 | 13F | Glassman Wealth Services | 14.246 | 3,46 | 2.008 | 9,37 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Df Dent & Co Inc | 9.573 | 0,00 | 1.349 | 5,72 | ||||
| 2025-11-10 | 13F | Kovitz Investment Group Partners, LLC | 204.576 | 6,18 | 28.835 | 12,27 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 136.560 | -7,13 | 18.205 | -4,00 | ||||
| 2025-10-10 | 13F | Selective Wealth Management, Inc. | 2.451 | 346 | ||||||
| 2025-11-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 26.222 | 6,99 | 3.696 | 13,10 | ||||
| 2025-11-14 | 13F | Royal Bank Of Canada | 2.487.074 | 3,43 | 350.553 | 9,36 | ||||
| 2025-10-29 | 13F | Capital Advisory Group Advisory Services, LLC | 2.127 | 0,00 | 300 | 5,65 | ||||
| 2025-11-06 | 13F | Wealthfront Advisers Llc | 13.222 | 15,41 | 1.864 | 22,00 | ||||
| 2025-11-05 | 13F | Flynn Zito Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | Antonelli Financial Advisors, LLC | 17.932 | -3,15 | 2.527 | 2,39 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Wealthspire Advisors, LLC | 279.422 | 3,12 | 39.384 | 9,02 | ||||
| 2025-10-31 | 13F | Copia Wealth Management | 2.192 | -4,20 | 309 | 0,98 | ||||
| 2025-10-17 | 13F | Mayflower Financial Advisors, LLC | 7.594 | 6,58 | 1.070 | 12,75 | ||||
| 2025-10-23 | 13F | Steigerwald, Gordon & Koch Inc. | 6.714 | -2,88 | 946 | 2,71 | ||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 25.191 | 411,28 | 4 | |||||
| 2025-11-14 | 13F | Walleye Trading LLC | Call | 49.000 | -29,39 | 6.907 | -25,35 | |||
| 2025-10-24 | 13F | Sachetta, LLC | 1.220 | 6,64 | 172 | 13,16 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Moran Wealth Management, LLC | 7.109 | 76,31 | 1.002 | 86,59 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 31.179 | 0,95 | 4.395 | 6,73 | ||||
| 2025-10-08 | 13F | Charis Legacy Partners, LLC | 4.237 | 0,00 | 597 | 5,85 | ||||
| 2025-10-20 | 13F | Mallini Complete Financial Planning LLC | 668 | 5,37 | ||||||
| 2025-11-05 | 13F | Bessemer Group Inc | 136.777 | 0,00 | 19 | 5,56 | ||||
| 2025-11-14 | 13F | M&t Bank Corp | 298.678 | -2,23 | 42.098 | 3,37 | ||||
| 2025-10-21 | 13F | Eagle Strategies LLC | 48.408 | -25,44 | 6.823 | -21,17 | ||||
| 2025-10-27 | 13F | N.E.W. Advisory Services LLC | 13.527 | 6,40 | 1.907 | 12,51 | ||||
| 2025-11-10 | 13F | Zhang Financial LLC | 316.988 | 7,30 | 44.679 | 13,45 | ||||
| 2025-11-14 | 13F | North Forty Two & Co. | 1.436 | 202 | ||||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 147.566 | 17,95 | 20.799 | 24,70 | ||||
| 2025-10-17 | 13F | Smallwood Wealth Investment Management, LLC | 550 | 0,00 | 78 | 5,48 | ||||
| 2025-10-20 | 13F | Davidson Trust Co | 26.806 | 5,60 | 3.778 | 11,68 | ||||
| 2025-10-31 | 13F | BG Investment Services, Inc. | 5.341 | 67,64 | 753 | 73,27 | ||||
| 2025-10-06 | 13F | Moller Financial Services | 4.763 | -20,79 | 671 | -16,23 | ||||
| 2025-11-14 | 13F | W Advisors, Llc | 12.680 | 3,67 | 1.787 | 9,63 | ||||
| 2025-11-04 | 13F | Agf Management Ltd | 38.150 | -0,07 | 5.377 | 5,66 | ||||
| 2025-10-28 | 13F | Lazari Capital Management, Inc. | 10.944 | 0,11 | 1.543 | 5,83 | ||||
| 2025-11-13 | 13F | Graney & King, LLC | 415 | 0,24 | 59 | 5,45 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 23.579 | -18,66 | 3.191 | -12,46 | ||||
| 2025-11-13 | 13F | Beese Fulmer Investment Management, Inc. | 7.893 | -0,27 | 1.113 | 5,40 | ||||
| 2025-11-06 | 13F | RFG Advisory, LLC | 26.341 | -1,61 | 3.713 | 4,04 | ||||
| 2025-11-13 | 13F | RMB Capital Management, LLC | 7.780 | 0,00 | 1.097 | 5,69 | ||||
| 2025-10-07 | 13F | New Covenant Trust Company, N.A. | 20.512 | 0,00 | 2.891 | 6,36 | ||||
| 2025-10-10 | 13F | Newton One Investments LLC | 1.288 | 0,00 | 182 | 5,85 | ||||
| 2025-10-22 | 13F | Gladstone Institutional Advisory LLC | 8.150 | 13,57 | 1.149 | 20,08 | ||||
| 2025-10-22 | 13F | KG&L Capital Management,LLC | 3.996 | -7,33 | 563 | -1,92 | ||||
| 2025-10-22 | 13F | My Purposeful Wealth Corp. | 2.500 | -16,28 | 352 | -12,22 | ||||
| 2025-10-30 | 13F | Detalus Advisors, LLC | 5.350 | 1,63 | 754 | 7,56 | ||||
| 2025-11-03 | 13F | Asset Allocation & Management Company, LLC | 102.990 | 0,00 | 15 | 7,69 | ||||
| 2025-10-16 | 13F | Tower View Investment Management & Research LLC | 3.844 | -4,92 | 542 | 0,56 | ||||
| 2025-10-14 | 13F | Brighton Jones Llc | 15.964 | -28,67 | 2.250 | -24,57 | ||||
| 2025-11-12 | 13F | First Trust Advisors Lp | 18.724 | 0,84 | 2.639 | 6,63 | ||||
| 2025-11-05 | 13F | J.w. Cole Advisors, Inc. | 64.133 | 2,91 | 9.040 | 8,81 | ||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 6.635 | -4,67 | 935 | 0,86 | ||||
| 2025-10-21 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-20 | 13F | Warner Financial, Inc | 23.638 | 0,17 | 3 | 0,00 | ||||
| 2025-10-15 | 13F | Brookstone Capital Management | 82.221 | 6,21 | 11.589 | 12,30 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2.411 | 18,24 | 321 | 28,40 | ||||
| 2025-11-13 | 13F | Newbridge Financial Services Group, Inc. | 237 | 0,00 | 33 | 6,45 | ||||
| 2025-11-14 | 13F | Moneta Group Investment Advisors Llc | 301.139 | 13,93 | 42.445 | 20,46 | ||||
| 2025-10-23 | 13F | Birch Hill Investment Advisors LLC | 2.005 | 0,00 | 283 | 5,62 | ||||
| 2025-11-07 | 13F | Calton & Associates, Inc. | 2.611 | 11,49 | 368 | 17,95 | ||||
| 2025-11-13 | 13F | Change Path, LLC | 85.171 | -27,09 | 12.005 | -22,92 | ||||
| 2025-10-31 | 13F | Frazier Financial Advisors, LLC | 1.468 | 0,96 | 207 | 6,74 | ||||
| 2025-11-03 | 13F | Foundations Investment Advisors, LLC | 31.072 | 3,17 | 4.380 | 9,09 | ||||
| 2025-11-04 | 13F | Allianz Asset Management GmbH | 41 | -10,87 | 6 | -16,67 | ||||
| 2025-10-30 | 13F | Flagship Wealth Advisors, Llc | 115.367 | 0,18 | 16.261 | 5,92 | ||||
| 2025-11-12 | 13F | LOM Asset Management Ltd | 7.520 | 0,00 | 1.060 | 105.900,00 | ||||
| 2025-10-21 | 13F | Davis Capital Management | 94 | 0,00 | 13 | 8,33 | ||||
| 2025-10-30 | 13F | BKD Wealth Advisors, LLC | 80.884 | 15,27 | 11.401 | 21,87 | ||||
| 2025-11-10 | 13F | Apriem Advisors | 2.027 | -14,33 | 286 | -9,52 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 104.781 | -4,29 | 13.968 | -1,06 | ||||
| 2025-10-30 | 13F | Rakuten Investment Management, Inc. | 1.418.554 | 12,72 | 199.321 | 24,18 | ||||
| 2025-11-12 | 13F | Consolidated Portfolio Review Corp | 55.086 | -0,59 | 7.764 | 5,12 | ||||
| 2025-10-08 | 13F | Hilltop National Bank | 542 | 0,00 | 76 | 5,56 | ||||
| 2025-11-14 | 13F | Ieq Capital, Llc | 91.212 | 4,93 | 12.856 | 10,95 | ||||
| 2025-11-03 | 13F | Bensler, LLC | 13.430 | -12,38 | 1.893 | -7,39 | ||||
| 2025-11-13 | 13F | Mark Sheptoff Financial Planning, Llc | 10.514 | 1,45 | 1.482 | 7,24 | ||||
| 2025-10-31 | 13F | Patten & Patten Inc/tn | 2.315 | -0,98 | 326 | 4,82 | ||||
| 2025-11-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.137 | 0,56 | 301 | 6,01 | ||||
| 2025-11-14 | 13F | Destination Wealth Management | 6.785 | 44,42 | 956 | 52,72 | ||||
| 2025-10-20 | 13F | Chemistry Wealth Management LLC | 2.701 | 0,00 | 381 | 5,56 | ||||
| 2025-10-28 | 13F | Richardson Financial Services Inc. | 1.527 | 0,00 | 215 | 5,91 | ||||
| 2025-11-14 | 13F | Williams Jones Wealth Management, LLC. | 54.408 | -3,34 | 7.669 | 2,19 | ||||
| 2025-10-07 | 13F | FOCUS Wealth Advisors, LLC | 6.107 | 0,00 | 861 | 5,65 | ||||
| 2025-11-06 | 13F | Legacy Financial Strategies, LLC | 1.430 | 202 | ||||||
| 2025-10-27 | 13F | Optima Capital Llc | 2.528 | 10,54 | 356 | 17,11 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 101.065 | 3,58 | 13.473 | 7,08 | ||||
| 2025-10-31 | 13F | Biltmore Family Office, LLC | 45.141 | 0,97 | 6.363 | 6,74 | ||||
| 2025-10-28 | 13F | Wealth Effects Llc | 3.848 | -0,39 | 542 | 5,45 | ||||
| 2025-10-24 | 13F | Clarity Wealth Advisors, LLC | 2.848 | 0,00 | 401 | 5,80 | ||||
| 2025-11-14 | 13F | Victory Financial Group, Llc | 30.660 | 15,19 | 4.322 | 21,79 | ||||
| 2025-11-13 | 13F | Seacrest Wealth Management, Llc | 4.617 | 0,26 | 652 | 6,36 | ||||
| 2025-10-22 | 13F | Index Fund Advisors, Inc. | 2.440 | 0,00 | 344 | 5,54 | ||||
| 2025-10-31 | 13F | Modera Wealth Management, LLC | 54.342 | 3,93 | 7.659 | 9,89 | ||||
| 2025-10-22 | 13F | Hikari Power Ltd | 2.430 | 0,00 | 0 | |||||
| 2025-10-28 | 13F | Global Trust Asset Management, LLC | 2.411 | -9,77 | 340 | -4,78 | ||||
| 2025-10-30 | 13F | Covenant Asset Management, LLC | 4.461 | 0,00 | 629 | 5,72 | ||||
| 2025-11-06 | 13F | Willis Johnson & Associates, Inc. | 8.012 | 4,45 | 1.129 | 10,47 | ||||
| 2025-11-14 | 13F | Sittner & Nelson, Llc | 105 | 0,00 | 15 | 7,69 | ||||
| 2025-09-19 | 13F | Watts Gwilliam & Co., LLC | 2.011 | -8,96 | 285 | 0,00 | ||||
| 2025-10-31 | 13F | Latitude Advisors, LLC | 2.660 | 24,30 | 375 | 31,23 | ||||
| 2025-11-12 | 13F | FineMark National Bank & Trust | 195.047 | -7,90 | 27.492 | -2,62 | ||||
| 2025-10-20 | 13F | TBH Global Asset Management, LLC | 80.296 | -37,43 | 11.318 | -26,42 | ||||
| 2025-10-28 | 13F | Qrg Capital Management, Inc. | 2.219 | -81,52 | 313 | -80,50 | ||||
| 2025-11-04 | 13F | Winnow Wealth Llc | 379 | 53 | ||||||
| 2025-11-07 | 13F | Centennial Bank/AR/ | 153 | 0,00 | 22 | 5,00 | ||||
| 2025-11-07 | 13F | Mmbg Investment Advisors Co. | 2.260 | 0,00 | 319 | 5,65 | ||||
| 2025-11-04 | 13F | Fourth Dimension Wealth, LLC | 100 | 0,00 | 14 | 7,69 | ||||
| 2025-11-12 | 13F | Commons Capital, Llc | 19.226 | 1,09 | 2.710 | 6,86 | ||||
| 2025-10-15 | 13F | BSW Wealth Partners | 3.391 | 0,00 | 478 | 5,53 | ||||
| 2025-10-22 | 13F | Spreng Capital Management, Inc. | 65.659 | 0,60 | 9.255 | 6,36 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 1.503 | 200 | ||||||
| 2025-10-21 | 13F | Financial Consulate, Inc | 771 | 109 | ||||||
| 2025-10-27 | 13F | Gray Private Wealth, LLC | 2.172 | -1,14 | 306 | 4,79 | ||||
| 2025-10-27 | 13F | Capital City Trust Co/fl | 16.960 | 3,26 | 2.391 | 9,18 | ||||
| 2025-10-30 | 13F | Trellis Wealth Advisors LLC | 3.178 | 0,60 | 448 | 6,18 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 117 | -63,32 | 16 | -62,50 | ||||
| 2025-11-05 | 13F | Titleist Asset Management, Llc | 6.543 | 0,57 | 922 | 6,34 | ||||
| 2025-10-22 | 13F | Rezny Wealth Management, Inc. | 2.330 | 0,00 | 328 | 5,81 | ||||
| 2025-11-07 | 13F | Perfromance Wealth Partners, LLC | 136.808 | -1,09 | 19.283 | 4,58 | ||||
| 2025-11-10 | 13F | Manuka Financial, LLC | 3.527 | 0,06 | 497 | 5,97 | ||||
| 2025-10-09 | 13F | Park Edge Advisors, LLC | 2.925 | 0,00 | 412 | 5,91 | ||||
| 2025-10-31 | 13F | Fsb Premier Wealth Management, Inc. | 3.770 | 8,18 | 531 | 14,44 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 775 | 0,00 | 103 | 4,04 | ||||
| 2025-10-07 | 13F | Montecito Bank & Trust | 23.774 | -2,36 | 3.351 | 6,72 | ||||
| 2025-10-24 | 13F | Culbertson A N & Co Inc | 27.553 | -1,25 | 3.884 | 4,41 | ||||
| 2025-11-13 | 13F | Jefferies Financial Group Inc. | 2.674 | -59,35 | 377 | -57,08 | ||||
| 2025-11-07 | 13F | Advisors Capital Management, LLC | 28.329 | 10,50 | 3.993 | 16,86 | ||||
| 2025-11-12 | 13F | Us Bancorp \de\ | 203.239 | 0,29 | 28.647 | 6,04 | ||||
| 2025-11-10 | 13F | Patten Group, Inc. | 13.801 | 3,29 | 1.945 | 9,21 | ||||
| 2025-10-21 | 13F | ETF Portfolio Partners, Inc. | 59.681 | 1,73 | 8.412 | 7,57 | ||||
| 2025-11-07 | 13F | Sageworth Trust Co | 18.944 | -0,03 | 2.670 | 5,70 | ||||
| 2025-11-03 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 223 | 31 | ||||||
| 2025-11-14 | 13F | Strategic Wealth Designers | 2.645 | 2.467,96 | 373 | 2.761,54 | ||||
| 2025-11-12 | 13F | Ballast Advisors Llc | 802 | 18,46 | 113 | 25,56 | ||||
| 2025-11-07 | 13F | King Luther Capital Management Corp | 382 | -4,74 | ||||||
| 2025-11-13 | 13F | Certified Advisory Corp | 115.942 | 7,35 | 16.342 | 13,50 | ||||
| 2025-10-16 | 13F | Fulton Breakefield Broenniman Llc | 2.407 | 339 | ||||||
| 2025-11-12 | 13F | Weik Capital Management | 1.975 | 0,00 | 278 | 5,70 | ||||
| 2025-11-03 | 13F | Saxon Interests, Inc. | 6.185 | 0,05 | 861 | 7,90 | ||||
| 2025-10-27 | 13F | First United Bank Trust/ | 230 | 0,00 | 32 | 6,67 | ||||
| 2025-11-05 | 13F | Savant Capital, LLC | 24.052 | 1,87 | 3.390 | 7,72 | ||||
| 2025-11-14 | 13F | Gallagher Fiduciary Advisors, LLC | 24.193 | -99,70 | 3.410 | 750,37 | ||||
| 2025-10-29 | 13F | Caldwell Securities, Inc | 1.755 | 7,34 | 247 | 13,82 | ||||
| 2025-10-24 | 13F | We Are One Seven, LLC | 27.403 | 87,17 | 3.862 | 97,95 | ||||
| 2025-11-04 | 13F | Meridian Wealth Management, LLC | 25.112 | 0,33 | 3.538 | 6,06 | ||||
| 2025-10-22 | 13F | Northstar Asset Management Llc | 38.065 | 1,86 | 5.365 | 7,71 | ||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 11.002 | 38,76 | 1.551 | 46,78 | ||||
| 2025-10-02 | 13F | Central Pacific Bank - Trust Division | 26 | 0,00 | 4 | 0,00 | ||||
| 2025-10-06 | 13F | Inspirion Wealth Advisors, Llc | 431.306 | -5,63 | 55.293 | -9,25 | ||||
| 2025-11-05 | 13F | Vantage Financial Partners, LLC | 3.710 | -2,60 | 523 | 2,96 | ||||
| 2025-11-05 | 13F | SBI Securities Co., Ltd. | 589.598 | -1,77 | 83.104 | 3,85 | ||||
| 2025-10-31 | 13F | Opus Capital Group, LLC | 210.142 | -0,86 | 30 | 3,57 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | Meriwether Wealth & Planning, LLC | 1.766 | 0,00 | 249 | 5,53 | ||||
| 2025-11-10 | 13F | Avalon Trust Co | 1.447 | 0,00 | 204 | 5,73 | ||||
| 2025-10-23 | 13F | Sage Financial Management Group, Inc. | 61.645 | -0,56 | 8.689 | 108.500,00 | ||||
| 2025-10-15 | 13F | Enclave Advisors LLC | 1.439 | 203 | ||||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 2.019.867 | 3,52 | 284.700 | 9,45 | ||||
| 2025-11-13 | 13F | Zuckerman Investment Group, LLC | 9.256 | -0,34 | 1.305 | 5,33 | ||||
| 2025-10-24 | 13F | R. W. Roge & Company, Inc. | 14.425 | -0,21 | 2 | 100,00 | ||||
| 2025-10-28 | 13F | Jackson Hole Capital Partners, LLC | 7.445 | 0,00 | 1.049 | 5,75 | ||||
| 2025-10-17 | 13F | Sovereign Financial Group, Inc. | 45.609 | 9,61 | 6.429 | 15,90 | ||||
| 2025-11-03 | 13F | Avant Financial Advisors LLC | 6.291 | 0,61 | 887 | 6,36 | ||||
| 2025-11-07 | 13F | Cassaday & Co Wealth Management LLC | 3.710 | 3,98 | 523 | 9,89 | ||||
| 2025-11-05 | 13F | Ledyard National Bank | 3.643 | 0,00 | 513 | 5,77 | ||||
| 2025-10-16 | 13F | V2 Financial group LLC | 6.200 | 0,00 | 874 | 5,69 | ||||
| 2025-10-16 | 13F | City State Bank | 58.263 | 3,26 | 8.212 | 9,19 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
| 2025-10-24 | 13F | Winthrop Advisory Group LLC | 4.659 | -34,47 | 657 | -30,73 | ||||
| 2025-11-03 | 13F | LRI Investments, LLC | 50 | 0,00 | 7 | 16,67 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 41.326 | -9,92 | 5.825 | -4,76 | ||||
| 2025-11-05 | 13F | Wescott Financial Advisory Group, LLC | 3.108 | -5,13 | 438 | 0,46 | ||||
| 2025-11-12 | 13F | Baltimore-Washington Financial Advisors, Inc. | 330.252 | 2,54 | 46.549 | 8,41 | ||||
| 2025-11-12 | 13F | Integrated Advisors Network LLC | 119.370 | -0,72 | 16.825 | 4,97 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 78.425 | 11.054 | ||||||
| 2025-11-14 | 13F | Financial Network Wealth Management LLC | 2.728 | -4,38 | 0 | |||||
| 2025-10-27 | 13F | One Day In July LLC | 684.310 | 1,74 | 96.453 | 7,57 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 54.403 | 51,47 | 7.672 | 60,21 | ||||
| 2025-11-06 | 13F | Breakwater Capital Group | 2.858 | 1,28 | 403 | 6,91 | ||||
| 2025-11-10 | 13F | Brio Consultants, LLC | 4.436 | -2,18 | 625 | 3,48 | ||||
| 2025-11-07 | 13F | GenTrust, LLC | 3.716 | 0,00 | 524 | 5,66 | ||||
| 2025-10-29 | 13F | Family Wealth Group, LLC | 2.681 | -52,07 | 378 | -49,40 | ||||
| 2025-10-23 | 13F | Clarity Capital Advisors, LLC | 17.297 | 0,28 | 2.438 | 6,05 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 10.235 | -6,20 | 1.443 | -0,83 | ||||
| 2025-10-15 | 13F | Ayalon Holdings Ltd. | 30.236 | 1,44 | 4 | 33,33 | ||||
| 2025-11-06 | 13F | Dravo Bay Llc | 2.864 | -1,85 | 404 | 3,87 | ||||
| 2025-10-27 | 13F | ZEGA Investments, LLC | 6.538 | 922 | ||||||
| 2025-10-10 | 13F | Advance Capital Management, Inc. | 4.967 | 0,24 | 700 | 6,06 | ||||
| 2025-11-13 | 13F | Pacific Center for Financial Services | 34.930 | 2,63 | 4.923 | 8,51 | ||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 2.842 | 0,60 | 401 | 6,38 | ||||
| 2025-10-17 | 13F | Boston Trust Walden Corp | 2.935 | 414 | ||||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 14.340 | -9,00 | 2.021 | 100.950,00 | ||||
| 2025-11-12 | 13F | Northwest Quadrant Wealth Management, LLC | 1.566 | 0,58 | 221 | 6,28 | ||||
| 2025-11-10 | 13F | Cary Street Partners Financial Llc | 132.604 | -1,93 | 18.690 | 3,69 | ||||
| 2025-10-14 | 13F | J2 Capital Management Inc | 2.348 | 0,00 | 331 | 5,43 | ||||
| 2025-11-12 | 13F | Capasso Planning Partners LLC | 1.500 | 211 | ||||||
| 2025-10-23 | 13F | CX Institutional | 34.835 | 4,01 | 5 | 0,00 | ||||
| 2025-11-12 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 42.322 | -2,16 | 5.677 | 1,76 | ||||
| 2025-11-06 | 13F | Onyx Bridge Wealth Group LLC | 36.455 | 0,50 | 5.138 | 6,27 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 50.738 | 6.764 | ||||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | 18.230 | 2.570 | ||||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Call | 1.800 | 254 | |||||
| 2025-10-21 | 13F | Kerntke Otto McGlone Wealth Management Group | 3.422 | 0,53 | 482 | 6,40 | ||||
| 2025-10-21 | 13F | PDS Planning, Inc | 3.421 | -17,78 | 482 | -13,00 | ||||
| 2025-10-22 | 13F | Courage Miller Partners, LLC | 7.038 | -0,98 | 992 | 4,75 | ||||
| 2025-10-17 | 13F | Monticello Wealth Management, Llc | 19.241 | -5,09 | 2.712 | 0,37 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 9.915 | -27,39 | 1.322 | -24,99 | ||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 38.018 | 1,56 | 5.359 | 7,37 | ||||
| 2025-11-14 | 13F | Aqr Capital Management Llc | 401.576 | 846,22 | 56.602 | 900,57 | ||||
| 2025-10-30 | 13F | Accredited Investors Inc. | 1.847 | -3,65 | 260 | 1,96 | ||||
| 2025-10-08 | 13F | Keystone Financial Planning, Inc. | 2.184 | 0,00 | 308 | 5,50 | ||||
| 2025-10-22 | 13F | BCS Wealth Management | 2.854 | 0,00 | 402 | |||||
| 2025-10-24 | 13F | Seamount Financial Group Inc | 6.138 | 0,29 | 865 | 6,13 | ||||
| 2025-10-22 | 13F | Stuart Chaussee & Associates, Inc. | 29.110 | -1,98 | 4.103 | 3,64 | ||||
| 2025-10-07 | 13F | Canandaigua National Bank & Trust Co | 3.383 | 0,00 | 477 | 5,78 | ||||
| 2025-10-21 | 13F | Hubbell Strickland Wealth Management, LLC | 4.503 | -4,98 | 635 | 0,48 | ||||
| 2025-07-08 | 13F | Ransom Advisory, Ltd | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Twin Focus Capital Partners, Llc | 12.366 | -0,80 | 1.743 | 4,88 | ||||
| 2025-11-03 | 13F | Mirae Asset Global Investments Co., Ltd. | 19.700 | 17,96 | 2.777 | 24,71 | ||||
| 2025-11-12 | 13F | Montag A & Associates Inc | 3.455 | 0,00 | 487 | 5,65 | ||||
| 2025-10-24 | 13F | Aspiriant, Llc | 11.633 | 0,08 | 1.640 | 5,81 | ||||
| 2025-10-31 | 13F | Peachtree Investment Partners, LLC | 1.641 | 0,37 | 231 | 6,45 | ||||
| 2025-10-14 | 13F | Flywheel Private Wealth LLC | 41.369 | -1,06 | 5.831 | 4,61 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 48.828 | -0,17 | 6.883 | 5,54 | ||||
| 2025-11-06 | 13F | Assetmark, Inc | 571.500 | 0,35 | 80.553 | 6,10 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wimmer Associates 1, Llc | 8.628 | -0,58 | 1.216 | 5,19 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Summit Trail Advisors, Llc | 6.611 | 1,99 | 932 | 7,75 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 3.938 | 7,24 | 525 | 10,78 | ||||
| 2025-11-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Vantage Investment Partners, LLC | 8.132 | 0,00 | 1.146 | 5,72 | ||||
| 2025-10-14 | 13F | Welch Group, LLC | 6.051 | 2,07 | 853 | 7,85 | ||||
| 2025-10-30 | 13F | Brandywine Oak Private Wealth Llc | 9.520 | -0,23 | 1.342 | 5,42 | ||||
| 2025-11-10 | 13F | Vestmark Advisory Solutions, Inc. | 76.379 | -48,93 | 10.766 | -46,00 | ||||
| 2025-11-06 | 13F | Strategic Financial Partners, Ltd. | 2.120 | -6,61 | 299 | -1,32 | ||||
| 2025-10-08 | 13F | Bay Rivers Group | 3.968 | 0,63 | 559 | 6,48 | ||||
| 2025-11-14 | 13F | Moors & Cabot, Inc. | 1.510 | -1,82 | 213 | 3,41 | ||||
| 2025-11-14 | 13F | Headinvest, Llc | 101.483 | -1,77 | 14.304 | 3,87 | ||||
| 2025-10-31 | 13F | BAM Wealth Management, LLC | 1.618 | 228 | ||||||
| 2025-10-20 | 13F | Continuum Advisory, LLC | 7.138 | -0,21 | 1.006 | 5,56 | ||||
| 2025-11-04 | 13F | First Citizens Asset Management, Inc. | 5.039 | 34,16 | 710 | 42,00 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-10-08 | 13F | M.e. Allison & Co., Inc. | 19.545 | -2,51 | 2.755 | 3,07 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6.315 | -16,22 | 842 | -13,48 | ||||
| 2025-11-06 | 13F | MidAtlantic Capital Management, Inc. | 43.950 | -0,18 | 6.195 | 5,54 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | Rockingstone Advisors LLC | 15.210 | -1,23 | 2.144 | 4,43 | ||||
| 2025-10-16 | 13F | Custos Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Clark Capital Management Group, Inc. | 8.490 | 47,34 | 1.197 | 55,73 | ||||
| 2025-11-05 | 13F | Hantz Financial Services, Inc. | 4.151 | 1 | ||||||
| 2025-10-20 | 13F | JB Capital LLC | 12.221 | 22,39 | 1.723 | 29,38 | ||||
| 2025-10-22 | 13F | Daymark Wealth Partners, Llc | 21.439 | -1,36 | 3.022 | 4,28 | ||||
| 2025-11-14 | 13F | Morgan Stanley | 10.041.685 | 0,68 | 1.415.376 | 6,45 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 3.019 | -14,16 | 410 | -9,71 | ||||
| 2025-10-28 | 13F | Nations Financial Group Inc, /ia/ /adv | 142.373 | -1,17 | 20.068 | 4,49 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2.164 | 0,65 | 0 | |||||
| 2025-11-12 | 13F | Harbour Investments, Inc. | 62.848 | 3,76 | 8.858 | 9,71 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | First National Bank Sioux Falls | 6.691 | 0,00 | 943 | 5,84 | ||||
| 2025-11-13 | 13F | Ally Invest Advisors Inc. | 30.480 | 1,08 | 4.296 | 6,89 | ||||
| 2025-10-27 | 13F | Hippocratic Financial Advisors, LLC | 30.685 | -4,70 | 4.325 | 0,77 | ||||
| 2025-11-12 | 13F | Ironsides Asset Advisors, LLC | 33.327 | -1,14 | 4.697 | 4,52 | ||||
| 2025-10-09 | 13F | Dakota Community Bank & Trust NA | 40 | 0,00 | 6 | 0,00 | ||||
| 2025-10-21 | 13F | PUREfi Wealth, LLC | 9.883 | 0,59 | 1.393 | 6,42 | ||||
| 2025-10-22 | 13F | Ackerman Capital Advisors, LLC | 7.039 | 0,00 | 992 | 5,76 | ||||
| 2025-10-06 | 13F | Collective Family Office Llc | 17.630 | 1,60 | 2.485 | 7,39 | ||||
| 2025-11-12 | 13F | Stonebridge Capital Advisors LLC | 99.389 | 0,72 | 14.009 | 6,48 | ||||
| 2025-10-07 | 13F | Proathlete Wealth Management Llc | 29 | 11,54 | 4 | 33,33 | ||||
| 2025-11-04 | 13F | Summit Wealth & Retirement Planning, Inc. | 4.486 | 0,00 | 632 | 5,69 | ||||
| 2025-11-06 | 13F | Stratos Wealth Advisors, LLC | 6.093 | -1,66 | 859 | 3,87 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 995 | 140 | ||||||
| 2025-11-14 | 13F | Cardiff Park Advisors, Llc | 13.382 | -0,13 | 1.886 | 5,60 | ||||
| 2025-10-28 | 13F | Procyon Private Wealth Partners, LLC | 114.205 | 5,21 | 16.097 | 11,24 | ||||
| 2025-10-09 | 13F | Financial Enhancement Group LLC | 13.316 | 5,08 | 1.881 | 10,01 | ||||
| 2025-10-22 | 13F | Keystone Wealth Services, LLC | 4.602 | -1,27 | 649 | 4,35 | ||||
| 2025-11-06 | 13F | Tempus Wealth Planning, LLC | 10.609 | -13,49 | 1.495 | -8,51 | ||||
| 2025-10-30 | 13F | Parkside Financial Bank & Trust | 34.635 | 7,15 | 4.882 | 13,27 | ||||
| 2025-11-13 | 13F | PFG Advisors | 165.899 | 23.383 | ||||||
| 2025-10-21 | 13F | Tradewinds Capital Management, LLC | 336 | 0,60 | 47 | 6,82 | ||||
| 2025-11-06 | 13F | Oppenheimer & Co Inc | 11.595 | 0,62 | 1.634 | 6,38 | ||||
| 2025-11-07 | 13F | Coco Enterprises, LLC | 164.946 | -2,46 | 23.224 | 3,02 | ||||
| 2025-10-08 | 13F | Retirement Wealth Solutions LLC | 1 | 0,00 | 0 | |||||
| 2025-11-06 | 13F | Lynx Investment Advisory | 11.058 | 15,37 | 1.559 | 22,00 | ||||
| 2025-11-14 | 13F | Snowden Capital Advisors LLC | 11.283 | -7,21 | 1.590 | -1,91 | ||||
| 2025-11-13 | 13F | Morse Asset Management, Inc | 11 | 0,00 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 128.380 | -2,82 | 17.114 | 0,46 | ||||
| 2025-10-14 | 13F | Sloy Dahl & Holst, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-11-05 | 13F | Fusion Capital, LLC | 4.567 | 6,28 | 642 | 12,24 | ||||
| 2025-11-10 | 13F | Novem Group | 12.148 | 4,94 | 1.712 | 10,95 | ||||
| 2025-11-14 | 13F | Zacks Investment Management | 2.388 | -10,96 | 337 | -5,88 | ||||
| 2025-10-23 | 13F | Vision Capital Management, Inc. | 8.254 | 0,00 | 1.163 | 5,73 | ||||
| 2025-11-14 | 13F | Federation des caisses Desjardins du Quebec | 19.767 | 4,68 | 2.786 | 10,69 | ||||
| 2025-10-15 | 13F | Busey Wealth Management | 50.019 | 5,80 | 7.050 | 11,87 | ||||
| 2025-10-31 | 13F | GHP Investment Advisors, Inc. | 3.168 | 0,06 | 446 | 5,69 | ||||
| 2025-10-23 | 13F | ShoreHaven Wealth Partners, LLC | 1.442 | 203 | ||||||
| 2025-11-03 | 13F | Disciplined Investments, LLC | 3.003 | 0,10 | 423 | 6,02 | ||||
| 2025-10-31 | 13F | CFS Investment Advisory Services, LLC | 4.449 | 0,18 | 630 | |||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 1.938 | -61,03 | 273 | -59,01 | ||||
| 2025-11-12 | 13F | Hurley Capital, LLC | 598 | 0,17 | 84 | 6,33 | ||||
| 2025-11-03 | 13F | Howard Wealth Management, Llc | 108.685 | 2,74 | 15.319 | 8,63 | ||||
| 2025-11-14 | 13F | Quest Investment Management Llc | 59.572 | -2,26 | 8.397 | 3,34 | ||||
| 2025-11-12 | 13F | Freestone Capital Holdings, LLC | 10.285 | -4,89 | 1.450 | 0,56 | ||||
| 2025-08-14 | 13F | Acas, Llc | 2.183 | 0,00 | 300 | 11,11 | ||||
| 2025-10-24 | 13F | Valmark Advisers, Inc. | 205.606 | 2,64 | 28.980 | 8,52 | ||||
| 2025-11-14 | 13F | TRUE Private Wealth Advisors | 18.116 | -6,42 | 2.554 | -1,05 | ||||
| 2025-10-29 | 13F | Walkner Condon Financial Advisors LLC | 14.351 | 20,70 | 2.023 | 27,65 | ||||
| 2025-10-20 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 301.424 | 1,57 | 42.486 | 7,39 | ||||
| 2025-10-29 | 13F | Sage Mountain Advisors LLC | 4.180 | 92,63 | 589 | 103,81 | ||||
| 2025-11-07 | 13F | Ballast, Inc. | 119.695 | 2,83 | 16.871 | 8,73 | ||||
| 2025-10-21 | 13F | Moss Adams Wealth Advisors LLC | 2.113 | 298 | ||||||
| 2025-11-14 | 13F | McNamara Financial Services, Inc. | 17.190 | -0,63 | 2.423 | 5,03 | ||||
| 2025-11-05 | 13F | Concord Asset Management, LLC/VA | 6.678 | -19,28 | 941 | -14,61 | ||||
| 2025-11-13 | 13F | Pathway Financial Advisers, LLC | 965 | 136 | ||||||
| 2025-07-22 | 13F | David Wealth Management LLC | 2.511 | 0,08 | 335 | 3,41 | ||||
| 2025-10-29 | 13F | Glass Jacobson Investment Advisors llc | 11.529 | -3,22 | 1.625 | 2,27 | ||||
| 2025-10-21 | 13F | Bay Capital Advisors, LLC | 52.413 | 6,64 | 7.388 | 12,76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-21 | 13F | Capital Advisors Inc/ok | 13.743 | 0,00 | 1.937 | 5,73 | ||||
| 2025-10-30 | 13F | Naples Global Advisors, Llc | 3.400 | 479 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 5.270 | 703 | ||||||
| 2025-10-15 | 13F | Tritonpoint Wealth, Llc | 45.795 | -0,39 | 6.455 | 5,32 | ||||
| 2025-11-12 | 13F | Cedar Wealth Management, LLC | 4.798 | 0,00 | 676 | 5,79 | ||||
| 2025-10-22 | 13F | Bernardo Wealth Planning LLC | 98.459 | -0,82 | 13.878 | 106.646,15 | ||||
| 2025-10-22 | 13F | Old Second National Bank Of Aurora | 3.330 | -9,71 | 469 | -4,48 | ||||
| 2025-10-24 | 13F | Hudock, Inc. | 2.120 | 0,19 | 299 | 5,67 | ||||
| 2025-11-12 | 13F | Dodds Wealth, LLC | 30.715 | -0,16 | 4.329 | 5,59 | ||||
| 2025-10-28 | 13F | Cambridge Capital Management, Llc | 24.551 | -0,58 | 3.460 | 5,14 | ||||
| 2025-10-21 | 13F | Salomon & Ludwin, LLC | 137.092 | -1,28 | 19.405 | 3,50 | ||||
| 2025-10-29 | 13F | Sequoia Financial Advisors, LLC | 50.629 | 103,66 | 7.136 | 115,39 | ||||
| 2025-11-06 | 13F | Atria Investments Llc | 49.129 | -1,53 | 6.925 | 4,12 | ||||
| 2025-10-24 | 13F | Steele Capital Management, Inc. | 131.725 | 7,15 | 18.567 | 13,30 | ||||
| 2025-11-13 | 13F | Fort Sheridan Advisors Llc | 7.575 | -4,14 | 1.068 | 1,33 | ||||
| 2025-11-10 | 13F | Curtis Advisory Group, LLC | 7.975 | 0,00 | 1.124 | 5,74 | ||||
| 2025-10-09 | 13F | Stillwater Capital Advisors, LLC | 61.782 | 0,86 | 8.708 | 6,65 | ||||
| 2025-11-14 | 13F | SWAN Capital LLC | 73.614 | 62,23 | 10.376 | 71,52 | ||||
| 2025-11-06 | 13F | CAPROCK Group, Inc. | 40.560 | -8,32 | 5.645 | -1,05 | ||||
| 2025-10-28 | 13F | MBE Wealth Management, LLC | 3.124 | -4,26 | 440 | 1,38 | ||||
| 2025-10-21 | 13F | Morris Financial Concepts, Inc. | 2.817 | 0,00 | 397 | 5,87 | ||||
| 2025-10-23 | 13F | Vermillion Wealth Management, Inc. | 12.101 | 4,26 | 1.706 | 10,21 | ||||
| 2025-10-29 | 13F | Red Crane Wealth Management, Llc | 1.775 | 0,57 | 250 | 6,38 | ||||
| 2025-10-24 | 13F | TFC Financial Management | 2.088 | 2,45 | 294 | 8,49 | ||||
| 2025-10-28 | 13F | Csenge Advisory Group | 2.095 | 295 | ||||||
| 2025-10-15 | 13F | Hrc Wealth Management, Llc | 2.561 | 16,57 | 361 | 23,63 | ||||
| 2025-10-27 | 13F | Financial Futures Ltd Liability Co. | 1.779 | -2,36 | 251 | 3,31 | ||||
| 2025-10-23 | 13F | Coastal Investment Advisors, Inc. | 3.396 | 46,19 | 479 | 54,69 | ||||
| 2025-11-03 | 13F | Hallmark Capital Management Inc | 307 | 176,58 | 43 | 207,14 | ||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 53.933 | 10,81 | 7.602 | 17,15 | ||||
| 2025-11-03 | 13F | AE Wealth Management LLC | 202.690 | 4,32 | 28.569 | 10,31 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 4.179 | 0,00 | 587 | 5,39 | ||||
| 2025-11-06 | 13F | Wesbanco Bank Inc | 10.368 | 4,60 | 1.461 | 10,60 | ||||
| 2025-11-10 | 13F | Kropog Financial Group, LLC | 73.607 | 10.375 | ||||||
| 2025-11-13 | 13F | Financial Freedom, LLC | 1.764 | -9,82 | 249 | -4,62 | ||||
| 2025-10-23 | 13F | West Bancorporation Inc | 66.679 | 1,82 | 9.398 | 7,65 | ||||
| 2025-10-21 | 13F | Altfest L J & Co Inc | 4.151 | -6,59 | 585 | -1,18 | ||||
| 2025-11-14 | 13F | Matrix Private Capital Group Llc | 1.783 | 0,00 | 251 | 5,91 | ||||
| 2025-11-07 | 13F | Drucker Wealth 3.0, LLC | 57.303 | -43,02 | 8.077 | -40,50 | ||||
| 2025-11-12 | 13F | Brucke Financial, Inc. | 1.500 | 211 | ||||||
| 2025-11-13 | 13F | Connecticut Wealth Management, LLC | 21.191 | 0,00 | 2.987 | 5,74 | ||||
| 2025-11-13 | 13F | Fft Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 1.570 | 0,00 | 221 | 5,74 | ||||
| 2025-11-04 | 13F | Cutler Investment Counsel Llc | 4.310 | 0,00 | 607 | 5,75 | ||||
| 2025-11-14 | 13F | Archetype Wealth Partners | 121.730 | -1,90 | 17 | 6,25 | ||||
| 2025-10-21 | 13F | Fulton Bank, N.a. | 12.838 | -1,36 | 1.810 | 4,27 | ||||
| 2025-11-07 | 13F | Unconventional Investor, LLC | 2.989 | 0,00 | 421 | 5,78 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 383.291 | 293,47 | 51.097 | 306,75 | ||||
| 2025-10-15 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-24 | 13F | ORG Wealth Partners, LLC | 170 | 0,00 | 24 | 9,09 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 9.127 | 15,31 | 1.217 | 19,22 | ||||
| 2025-11-10 | 13F | Kovack Advisors, Inc. | 17.742 | -2,03 | 2.501 | 3,56 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 14.913 | -43,81 | 1.617 | -54,30 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | Princeton Global Asset Management LLC | 2.226 | 0,04 | 314 | 5,74 | ||||
| 2025-10-28 | 13F | Ritholtz Wealth Management | 28.861 | 0,98 | 4.068 | 6,75 | ||||
| 2025-10-21 | 13F | Mather Group, Llc. | 12.652 | -1,11 | 1.783 | 4,57 | ||||
| 2025-10-07 | 13F | Friday Financial | 3.499 | 0,00 | 493 | 5,79 | ||||
| 2025-10-16 | 13F | 180 Wealth Advisors, Llc | 62.732 | -0,98 | 8.842 | 4,70 | ||||
| 2025-11-13 | 13F | Betterment LLC | 26.194 | 9,91 | 4 | 0,00 | ||||
| 2025-11-10 | 13F | Washington Trust Advisors, Inc. | 447 | 0,00 | 63 | 6,78 | ||||
| 2025-11-12 | 13F | Buska Wealth Management, LLC | 249.951 | -15,75 | 35.231 | -10,92 | ||||
| 2025-10-15 | 13F | McClarren Financial Advisors, Inc. | 5.898 | -51,46 | 1.671 | 3,21 | ||||
| 2025-10-17 | 13F | Rocky Mountain Advisers, Llc | 11.441 | -6,63 | 1.613 | -1,29 | ||||
| 2025-10-30 | 13F | BIP Wealth, LLC | 47.150 | -12,01 | 6.646 | -6,97 | ||||
| 2025-11-14 | 13F | Main Management LLC | 3.166 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | High Falls Advisors, Inc | 1.583 | -10,06 | 223 | -4,70 | ||||
| 2025-11-14 | 13F | Luminist Capital LLC | 26.926 | 9,28 | 3.798 | 14,57 | ||||
| 2025-10-21 | 13F | Penney Financial, LLC | 56.933 | 0,25 | 8.025 | 6,00 | ||||
| 2025-11-06 | 13F | Means Investment Co., Inc. | 39.007 | -11,26 | 5.498 | -6,16 | ||||
| 2025-10-17 | 13F | Farmers & Merchants Investments Inc | 1.840 | 0,00 | 259 | 5,71 | ||||
| 2025-10-22 | 13F | Ti-trust, Inc | 10.603 | 0,00 | 1.494 | 5,73 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 7.782 | -67,99 | 1.097 | -66,18 | ||||
| 2025-11-14 | 13F | Logan Capital Management Inc | 3.800 | 0,00 | 536 | 5,73 | ||||
| 2025-11-14 | 13F | Raymond James Financial Inc | 7.445.252 | -0,61 | 1.049.408 | 5,08 | ||||
| 2025-11-04 | 13F | Cornerstone Wealth Management, LLC | 8.492 | 1,96 | 1.197 | 7,84 | ||||
| 2025-11-13 | 13F | Meridian Wealth Partners, LLC | 1.600 | 226 | ||||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 28.168 | -23,83 | 3.755 | -21,25 | ||||
| 2025-10-06 | 13F | Wisconsin Wealth Advisors, LLC | 3.269 | 56,49 | 461 | 65,47 | ||||
| 2025-10-10 | 13F | Foster Victor Wealth Advisors, LLC | 4.663 | 98,93 | 660 | 108,86 | ||||
| 2025-10-15 | 13F | Plancorp, LLC | 7.368 | -6,59 | 1.039 | -1,24 | ||||
| 2025-10-16 | 13F | Harwood Advisory Group, LLC | 843 | 7,94 | 119 | 13,46 | ||||
| 2025-11-14 | 13F | StoneX Group Inc. | 68.998 | 1,48 | 9.725 | 7,30 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Gallagher Capital Advisors, LLC | 41.931 | 4,28 | 5.978 | 9,07 | ||||
| 2025-11-04 | 13F | PAX Financial Group, LLC | 25.627 | -1,78 | 3.612 | 3,85 | ||||
| 2025-11-12 | 13F | 360 Financial, Inc. | 12.321 | 0,07 | 1.737 | 5,79 | ||||
| 2025-11-10 | 13F | Optiver Holding B.V. | 127 | 18 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Allen Capital Group, LLC | 45.476 | -0,10 | 6.410 | 5,62 | ||||
| 2025-11-04 | 13F | Howard Capital Management Inc. | 1.132.957 | 0,00 | 159.690 | 5,73 | ||||
| 2025-11-06 | 13F | Westbourne Investments, Inc. | 10.206 | 9,35 | 1.435 | 15,27 | ||||
| 2025-10-14 | 13F | 21 West Wealth Management LLC | 14.520 | 1,13 | 2.047 | 6,90 | ||||
| 2025-10-10 | 13F | Financial Connections Group, Inc. | 502 | 0,00 | 0 | |||||
| 2025-11-06 | 13F | Wedbush Securities Inc | 6.953 | -0,71 | 1 | |||||
| 2025-10-01 | 13F | Park National Corp /oh/ | 7.729 | -1,25 | 1.089 | 4,41 | ||||
| 2025-11-07 | 13F | Fifth Third Bancorp | 15.673 | 18,51 | 2.209 | 25,30 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 2.952 | -0,10 | 381 | 12.566,67 | ||||
| 2025-11-06 | 13F | Delap Wealth Advisory, Llc | 5.031 | 710 | ||||||
| 2025-10-23 | 13F | Silver Oak Wealth Advisors Services, Llc | 1.793 | -9,94 | 253 | -4,91 | ||||
| 2025-10-08 | 13F | Tompkins Financial Corp | 5.974 | -8,16 | 842 | -2,88 | ||||
| 2025-11-05 | 13F | Next Capital Management LLC | 7.778 | 0,00 | 1.096 | 5,79 | ||||
| 2025-11-12 | 13F | Smith Chas P & Associates Pa Cpas | 0 | -100,00 | 0 | |||||
| 2025-10-24 | 13F | Morton Capital Management LLC/CA | 9.260 | -0,97 | 1.305 | 4,74 | ||||
| 2025-11-03 | 13F | RMR Capital Management, LLC | 2.305 | 10,71 | 325 | 16,97 | ||||
| 2025-11-03 | 13F | Bank of New York Mellon Corp | 132.500 | 6,51 | 18.676 | 12,62 | ||||
| 2025-10-28 | 13F | Running Point Capital Advisors, LLC | 150 | 0,00 | 21 | 10,53 | ||||
| 2025-10-07 | 13F | Lbmc Investment Advisors, Llc | 160.759 | 9,76 | 22.659 | 16,06 | ||||
| 2025-11-13 | 13F | Bragg Financial Advisors, Inc | 5.175 | -8,13 | 729 | -2,80 | ||||
| 2025-10-20 | 13F | waypoint wealth counsel | 75.708 | 2,99 | 10.671 | 8,90 | ||||
| 2025-10-16 | 13F | Richards, Merrill & Peterson, Inc. | 6.852 | 4,58 | 966 | 10,54 | ||||
| 2025-11-12 | 13F | Greenwich Wealth Management LLC | 9.885 | 2,08 | 1 | 0,00 | ||||
| 2025-10-09 | 13F | Bartlett & Co. Wealth Management Llc | 6.063 | 0,03 | 855 | 5,82 | ||||
| 2025-11-10 | 13F | Jfs Wealth Advisors, Llc | 58.231 | 0,10 | 8.208 | 5,83 | ||||
| 2025-11-05 | 13F | Concord Wealth Partners | 7.842 | -5,21 | 1.105 | 0,27 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | TCG Advisory Services, LLC | 17.436 | 3,09 | 2.458 | 9,01 | ||||
| 2025-11-12 | 13F | Dunhill Financial, LLC | 1.928 | 0,00 | 272 | 5,45 | ||||
| 2025-11-13 | 13F | O'shaughnessy Asset Management, Llc | 59.940 | 56,00 | 8.449 | 64,94 | ||||
| 2025-11-04 | 13F | Aua Capital Management, Llc | 3.015 | 0,00 | 425 | 5,99 | ||||
| 2025-11-13 | 13F | SCS Capital Management LLC | 1.511.250 | -1,28 | 213.011 | 4,38 | ||||
| 2025-11-12 | 13F | Allianz Se | 560 | 0,00 | 79 | 5,41 | ||||
| 2025-10-28 | 13F | Evergreen Capital Management Llc | 64.844 | 1,56 | 9.140 | 7,38 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 77.548 | -5,08 | 10.338 | 10,24 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 15.443 | 2,41 | 1.991 | 11,35 | ||||
| 2025-11-12 | 13F | Veridan Wealth LLC | 2.673 | -21,43 | 377 | -14,16 | ||||
| 2025-10-23 | 13F | Integral Investment Advisors, Inc. | 8.965 | -3,24 | 1.264 | 2,27 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Ulland Investment Advisors, LLC | 285 | 3,64 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 714.531 | 2,74 | 95.254 | 10,98 | ||||
| 2025-11-04 | 13F | A4 Wealth Advisors LLC | 2.267 | 319 | ||||||
| 2025-10-31 | 13F | Sage Rhino Capital Llc | 53.442 | -1,49 | 7.533 | 4,16 | ||||
| 2025-10-29 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 1.577 | -1,31 | 222 | 4,72 | ||||
| 2025-11-06 | 13F | Oxinas Partners Wealth Management LLC | 30.134 | -0,07 | 4.247 | 5,67 | ||||
| 2025-10-07 | 13F | Sage Capital Advisors,llc | 7.432 | 23,54 | 1.047 | 30,71 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 16.621 | 2.216 | ||||||
| 2025-11-14 | 13F/A | Clear Harbor Asset Management, LLC | 41.733 | -6,40 | 5.882 | -1,03 | ||||
| 2025-10-21 | 13F | GSG Advisors LLC | 210.400 | -0,49 | 29.683 | 5,31 | ||||
| 2025-11-06 | 13F | REAP Financial Group, LLC | 111 | 16 | ||||||
| 2025-10-10 | 13F | Cyndeo Wealth Partners, LLC | 2.875 | -0,10 | 405 | 5,74 | ||||
| 2025-11-06 | 13F | Ipsen Advisor Group LLC | 4.365 | -7,13 | 615 | -1,76 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | PFG Investments, LLC | 42.627 | -0,71 | 6.008 | 4,98 | ||||
| 2025-10-28 | 13F | Greenhouse Wealth Management, LLC | 7.127 | 0,59 | 1.005 | 6,36 | ||||
| 2025-10-29 | 13F | Beacon Financial Advisory LLC | 14.379 | -0,62 | 2.027 | 5,08 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Put | 5.500 | -53,78 | 775 | -51,13 | |||
| 2025-11-07 | 13F | Pennsylvania Capital Management Inc /adv | 10.441 | 0,00 | 1.472 | 5,75 | ||||
| 2025-11-14 | 13F | Quadcap Wealth Management, LLC | 54.012 | -2,53 | 7.613 | 3,07 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Call | 193.400 | -78,42 | 27.260 | -77,18 | |||
| 2025-11-03 | 13F | Ballentine Partners, LLC | 11.493 | -3,13 | 1.620 | 2,40 | ||||
| 2025-10-27 | 13F | Bogart Wealth, LLC | 8.422 | -1,07 | 1.187 | 4,67 | ||||
| 2025-10-24 | 13F | Forum Financial Management, LP | 3.002 | 10,65 | 423 | 17,17 | ||||
| 2025-10-09 | 13F | Voya Financial Advisors, Inc. | 52.448 | 18,41 | 7.369 | 25,56 | ||||
| 2025-10-28 | 13F | Gibraltar Capital Management, Inc. | 1.911 | 0,00 | 269 | 5,91 | ||||
| 2025-11-06 | 13F | MSH Capital Advisors LLC | 45.002 | 5,13 | 6.343 | 11,15 | ||||
| 2025-10-30 | 13F | CNB Bank | 438 | -1,57 | 62 | 3,39 | ||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 61.183 | 29,08 | 8.624 | 36,48 | ||||
| 2025-11-07 | 13F | Smithfield Trust Co | 395.220 | -1,93 | 56 | 3,77 | ||||
| 2025-10-16 | 13F | Rebalance, Llc | 202.250 | -2,21 | 28.507 | 3,40 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 465.351 | -2,46 | 62.036 | 0,83 | ||||
| 2025-10-09 | 13F | Long Run Wealth Advisors, LLC | 151.667 | 3,30 | 21.377 | 9,22 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1.428 | -9,79 | 201 | -4,74 | ||||
| 2025-10-15 | 13F | Mascagni Wealth Management, Inc. | 10.050 | -3,96 | 1.417 | 1,58 | ||||
| 2025-11-13 | 13F | Bank Of Montreal /can/ | 644.803 | 0,02 | 90.885 | 5,75 | ||||
| 2025-10-15 | 13F | Founders Financial Securities Llc | 11.036 | -15,89 | 1.556 | -11,09 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-14 | 13F | West Financial Advisors, LLC | 427 | 0,00 | 60 | 7,14 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 123 | 0,00 | 16 | 6,67 | ||||
| 2025-11-10 | 13F | Rossby Financial, LCC | 996 | 1,53 | 141 | 7,69 | ||||
| 2025-10-24 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10.938 | 55,48 | 1.542 | 64,46 | ||||
| 2025-10-29 | 13F | Parsons Capital Management Inc/ri | 30.349 | 23,89 | 4.278 | 31,00 | ||||
| 2025-11-06 | 13F | Cardinal Point Capital Management, ULC | 2.263 | 4,62 | 316 | 9,38 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 228.187 | -1,40 | 30.420 | 1,93 | ||||
| 2025-10-24 | 13F | Maltin Wealth Management, Inc. | 3.311 | 0,42 | 467 | 6,15 | ||||
| 2025-10-08 | 13F | Patriot Financial Group Insurance Agency, LLC | 14.848 | 241,02 | 2.093 | 260,69 | ||||
| 2025-11-13 | 13F | Prudent Man Advisors, LLC | 15.324 | -23,63 | 2.160 | -19,26 | ||||
| 2025-10-06 | 13F | Nilsine Partners, LLC | 5.614 | -11,34 | 791 | -6,28 | ||||
| 2025-10-22 | 13F | Sandy Cove Advisors, LLC | 3.186 | 15,81 | 449 | 22,68 | ||||
| 2025-11-13 | 13F | Natixis Advisors, L.p. | 115.593 | 8,38 | 16 | 14,29 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 25.995 | -3,10 | 3.465 | 0,17 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 19.452 | 133,52 | 2.720 | 142,21 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 3.193 | 0,00 | 426 | 3,41 | ||||
| 2025-10-06 | 13F | Pps&v Asset Management Consultants, Inc. | 78.488 | 1,66 | 11.063 | 7,48 | ||||
| 2025-05-15 | 13F | Permanens Capital L.P. | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Fortem Financial Group, Llc | 1.600 | 0,00 | 226 | 5,63 | ||||
| 2025-11-10 | 13F | Dakota Wealth Management | 13.319 | -2,45 | 1.877 | 3,13 | ||||
| 2025-11-13 | 13F | Twin Tree Management, LP | Call | 283.100 | -23,49 | 39.903 | -19,10 | |||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 5.527 | 19,43 | 737 | 23,49 | ||||
| 2025-11-10 | 13F | Wharton Business Group, LLC | 892.211 | -0,24 | 125.757 | 105.578,15 | ||||
| 2025-11-13 | 13F | Private Advisor Group, LLC | 383.952 | 1,61 | 54.118 | 7,44 | ||||
| 2025-10-23 | 13F | Bridgewealth Advisory Group, LLC | 38.503 | 0,49 | 5.427 | 6,27 | ||||
| 2025-10-14 | 13F | Ironwood Wealth Management, Inc. | 95.053 | 1,29 | 13.067 | 3,36 | ||||
| 2025-10-22 | 13F | City Holding Co | 1.357 | 0,00 | 191 | 6,11 | ||||
| 2025-10-02 | 13F | GAMMA Investing LLC | 463 | 0,00 | 65 | 6,56 | ||||
| 2025-11-04 | 13F | UMA Financial Services, Inc. | 450 | 63 | ||||||
| 2025-11-04 | 13F | Umb Bank N A/mo | 10.323 | 0,00 | 1.455 | 5,74 | ||||
| 2025-10-31 | 13F | Cheviot Value Management, LLC | 2.662 | 0,00 | 378 | 4,72 | ||||
| 2025-11-14 | 13F | Aspen Grove Capital, LLC | 7.346 | 0,36 | 1.035 | 6,15 | ||||
| 2025-10-22 | 13F | Community Trust & Investment Co | 5.141 | -1,85 | 725 | 3,72 | ||||
| 2025-11-12 | 13F | Advisory Alpha, LLC | 3.972 | -16,45 | 560 | -11,69 | ||||
| 2025-10-31 | 13F | First Citizens Bank & Trust Co | 30.140 | 5,65 | 4.248 | 11,70 | ||||
| 2025-11-07 | 13F | Prospect Financial Services LLC | 12.039 | 44,73 | 1.697 | 53,07 | ||||
| 2025-11-14 | 13F | Scotia Capital Inc. | 22.810 | -19,56 | 3.215 | -14,95 | ||||
| 2025-10-10 | 13F | Focus Financial Network, Inc. | 215.615 | 1,91 | 30.391 | 7,75 | ||||
| 2025-11-10 | 13F | Rosenberg Matthew Hamilton | 39.230 | -0,95 | 5.529 | 4,74 | ||||
| 2025-11-06 | 13F | Midwest Financial Group LLC | 1.911 | 8,58 | 269 | 14,96 | ||||
| 2025-10-22 | 13F | Arcataur Capital Management LLC | 41.678 | 2,03 | 5.875 | 7,88 | ||||
| 2025-10-29 | 13F | New Insight Wealth Advisors | 13.812 | -8,94 | 1.947 | -3,76 | ||||
| 2025-10-17 | 13F | Chemung Canal Trust Co | 2.172 | -3,21 | 306 | 2,34 | ||||
| 2025-11-13 | 13F | Visionary Wealth Advisors | 7.159 | 38,04 | 1.009 | 46,02 | ||||
| 2025-10-16 | 13F | Scott Capital Advisors, LLC | 8.010 | 0,19 | 1.131 | 4,92 | ||||
| 2025-10-20 | 13F | Bravias Capital Group, LLC | 4.877 | 687 | ||||||
| 2025-10-30 | 13F | CVA Family Office, LLC | 52.067 | 12,61 | 7.339 | 19,07 | ||||
| 2025-10-30 | 13F | Register Financial Advisors LLC | 6.055 | 0,00 | 853 | 5,70 | ||||
| 2025-11-13 | 13F | Eldridge Investment Advisors, Inc. | 13.673 | -1,23 | 1.927 | 4,44 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 356 | -9,41 | 50 | -3,85 | ||||
| 2025-11-12 | 13F | Mill Creek Capital Advisors, LLC | 27.267 | 0,83 | 3.843 | 6,60 | ||||
| 2025-11-03 | 13F | Wealthspan Partners, Llc | 45.687 | 0,82 | 6.440 | 6,59 | ||||
| 2025-11-13 | 13F | Nicolet Advisory Services, Llc | 5.915 | 62,37 | 834 | 72,31 | ||||
| 2025-11-14 | 13F | NFP Retirement, Inc. | 22.525 | 0,00 | 3.003 | 0,00 | ||||
| 2025-11-10 | 13F | Lake Street Financial Llc | 2.098 | 1,89 | 296 | 7,66 | ||||
| 2025-11-04 | 13F | Private Wealth Partners, LLC | 1.423 | 201 | ||||||
| 2025-10-14 | 13F | Precedent Wealth Partners, Llc | 18.072 | 1,03 | 2.547 | 6,84 | ||||
| 2025-11-04 | 13F | Simmons Bank | 3.475 | 0,00 | 490 | 5,62 | ||||
| 2025-10-27 | 13F | Klingman & Associates, LLC | 9.272 | 0,00 | 1.307 | 5,66 | ||||
| 2025-11-12 | 13F | Seek First Inc. | 12.701 | 0,57 | 1.790 | 6,36 | ||||
| 2025-10-03 | 13F | Dentgroup LLC | 3.803 | 0,00 | 536 | 5,93 | ||||
| 2025-10-28 | 13F | Retirement Planning Group, Llc / Ny | 2.408 | 23,55 | 339 | 30,89 | ||||
| 2025-11-13 | 13F | Van Hulzen Asset Management, LLC | 4.779 | -3,22 | 674 | 2,28 | ||||
| 2025-10-28 | 13F | Confluence Wealth Services, Inc. | 24.584 | -0,51 | 3.465 | 5,22 | ||||
| 2025-10-30 | 13F | Joel Isaacson & Co., LLC | 977.909 | 0,90 | 137.836 | 6,69 | ||||
| 2025-10-21 | 13F | Mayfair Advisory Group, LLC | 4.933 | 1,27 | 695 | 5,46 | ||||
| 2025-11-14 | 13F | Cura Wealth Advisors, Llc | 1.900 | 0,00 | 268 | 5,53 | ||||
| 2025-11-12 | 13F | Aptus Capital Advisors, LLC | 87.771 | -3,77 | 12.371 | 1,74 | ||||
| 2025-10-28 | 13F | Avantra Family Wealth, Inc. | 1.518 | 214 | ||||||
| 2025-11-03 | 13F | Marino, Stram & Associates Llc | 543.702 | 0,89 | 76.635 | 6,67 | ||||
| 2025-10-07 | 13F | Kfg Wealth Management, Llc | 1.766 | 0,34 | 249 | 5,98 | ||||
| 2025-10-06 | 13F | Insight Wealth Strategies, LLC | 89.792 | -0,16 | 12.656 | 4,59 | ||||
| 2025-11-13 | 13F | Circle Wealth Management, LLC | 13.859 | 0,00 | 1.953 | 5,74 | ||||
| 2025-10-31 | 13F | Cullen/frost Bankers, Inc. | 19.805 | 5,20 | 2.791 | 11,24 | ||||
| 2025-10-27 | 13F | Td Private Client Wealth Llc | 22 | 100,00 | 3 | 200,00 | ||||
| 2025-10-30 | 13F | Triad Wealth Partners, LLC | 2.892 | 57,95 | 408 | 66,80 | ||||
| 2025-11-12 | 13F | Tiaa Trust, National Association | 26.064 | 0,48 | 3.673 | 6,25 | ||||
| 2025-10-10 | 13F | HMV Wealth Advisors, LLC | 2.650 | 0,00 | 374 | 5,67 | ||||
| 2025-11-07 | 13F | Ingalls & Snyder Llc | 2.960 | 0,00 | 0 | |||||
| 2025-10-24 | 13F | Fingerlakes Wealth Management, Inc. | 5.176 | 0,08 | 730 | 5,81 | ||||
| 2025-11-10 | 13F | Sigma Planning Corp | 25.786 | -10,60 | 3.635 | -5,49 | ||||
| 2025-10-30 | 13F | Investment Management Corp /va/ /adv | 18.041 | -1,10 | 2.543 | 4,57 | ||||
| 2025-10-23 | 13F | SkyOak Wealth, LLC | 1.455 | 205 | ||||||
| 2025-11-13 | 13F | Ofc Financial Planning, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | Chilton Capital Management Llc | 305 | 72,32 | 43 | 86,96 | ||||
| 2025-11-12 | 13F | IFG Advisory, LLC | 200.751 | 2,33 | 28.296 | 8,19 | ||||
| 2025-11-13 | 13F | Elevatus Welath Management | 1.814 | 256 | ||||||
| 2025-10-21 | 13F | PayPay Securities Corp | 97 | -1,02 | 14 | 0,00 | ||||
| 2025-11-07 | 13F | Redmont Wealth Advisors Llc | 3.529 | 1,09 | 497 | 10,44 | ||||
| 2025-11-06 | 13F | Missouri Trust & Investment Co | 556 | 0,00 | 78 | 5,41 | ||||
| 2025-10-22 | 13F | Forza Wealth Management, LLC | 29.581 | -0,30 | 4.169 | 5,41 | ||||
| 2025-10-17 | 13F | FSM Wealth Advisors, LLC | 4.307 | 17,26 | 607 | 22,87 | ||||
| 2025-11-14 | 13F | Prairie Wealth Advisors, Inc. | 2.521 | 0,00 | 355 | 5,65 | ||||
| 2025-10-14 | 13F | LongView Wealth Management | 8.615 | 19,40 | 1.214 | 26,33 | ||||
| 2025-10-24 | 13F | Cedar Mountain Advisors, LLC | 707 | 100 | ||||||
| 2025-11-07 | 13F | NewEdge Wealth, LLC | 10.333 | 19,53 | 1.446 | 24,25 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 200 | 0,00 | 27 | 4,00 | ||||
| 2025-11-14 | 13F | Talisman Wealth Advisors LLC | 51.625 | 0,77 | 7.277 | 6,55 | ||||
| 2025-11-06 | 13F | Hanover Advisors Inc | 30.993 | -2,33 | 4.368 | 3,26 |
