Basisstatistiken
| Institutionelle Eigentümer | 746 total, 745 long only, 0 short only, 1 long/short - change of 4,00% MRQ |
| Durchschnittliche Portfolioallokation | 0.6566 % - change of -6,35% MRQ |
| Institutionelle Aktien (Long) | 141.421.542 (ex 13D/G) - change of 13,49MM shares 24,66% MRQ |
| Institutioneller Wert (Long) | $ 12.165.246 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (MX:DGRW) hat 746 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 141,421,542 Aktien. Die größten Aktionäre sind Pnc Financial Services Group, Inc., LPL Financial LLC, Bank Of America Corp /de/, Morgan Stanley, Ameriprise Financial Inc, Hamilton Capital, LLC, Raymond James Financial Inc, HighTower Advisors, LLC, UBS Group AG, and Cetera Investment Advisers .
WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (BMV:DGRW) 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
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-06 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-18 | 13F | Raab & Moskowitz Asset Management LLC | 17.332 | -9,63 | 1.542 | -3,99 | ||||
| 2025-11-14 | 13F | One Capital Management, LLC | 641.853 | -5,97 | 57.099 | -0,11 | ||||
| 2025-11-10 | 13F | Thoroughbred Financial Services, Llc | 29.139 | -13,14 | 3 | 0,00 | ||||
| 2025-11-12 | 13F | Modern Wealth Management, LLC | 303.375 | 2,60 | 26.988 | 9,00 | ||||
| 2025-10-20 | 13F | Quest 10 Wealth Builders, Inc. | 265 | -13,11 | 24 | -8,00 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | Stratos Wealth Partners, LTD. | 194.659 | 1,88 | 17.317 | 8,23 | ||||
| 2025-10-21 | 13F | SILVER OAK SECURITIES, Inc | 20.968 | -2,76 | 1.865 | 3,32 | ||||
| 2025-10-17 | 13F | Annex Advisory Services, LLC | 2.355 | -1,88 | 210 | 4,50 | ||||
| 2025-11-07 | 13F | Addison Advisors LLC | 1.175 | 0,00 | 105 | 6,12 | ||||
| 2025-10-23 | 13F | Sarver Vrooman Wealth Advisors | 41.636 | 3,10 | 3.704 | 9,52 | ||||
| 2025-11-12 | 13F | Evernest Financial Advisors, LLC | 63.127 | 0,84 | 5.616 | 7,12 | ||||
| 2025-11-26 | 13F | Vermillion & White Wealth Management Group, LLC | 18.002 | 0,27 | 1.601 | 6,52 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 747 | 0,00 | 66 | 6,45 | ||||
| 2025-10-24 | 13F | ORG Partners LLC | 17.950 | 1,67 | 1.597 | 7,19 | ||||
| 2025-11-13 | 13F | Quartz Partners, LLC | 13.876 | 2,14 | 1.234 | 8,53 | ||||
| 2025-10-14 | 13F | Farther Finance Advisors, LLC | 1.683 | 341,73 | 150 | 380,65 | ||||
| 2025-11-13 | 13F | Capital Group Private Client Services, Inc. | 15.138 | 66,61 | 1.347 | 77,11 | ||||
| 2025-11-14 | 13F | Beacon Pointe Advisors, LLC | 18.666 | 1.660 | ||||||
| 2025-11-07 | 13F | Pnc Financial Services Group, Inc. | 15.755.575 | -20,38 | 1.401.616 | -15,42 | ||||
| 2025-10-30 | 13F | Leelyn Smith, LLC | 5.402 | 481 | ||||||
| 2025-11-14 | 13F | Hilltop Holdings Inc. | 3.034 | -4,26 | 270 | 1,51 | ||||
| 2025-11-04 | 13F | ORBA Wealth Advisors, L.L.C. | 49.175 | -0,13 | 4.375 | 6,09 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 8.495 | 10,40 | 711 | 15,80 | ||||
| 2025-10-21 | 13F | Coastline Trust Co | 1.619 | 0,00 | 144 | 6,67 | ||||
| 2025-11-05 | 13F | IMG Wealth Management, Inc. | 41 | 0,00 | 4 | 0,00 | ||||
| 2025-10-14 | 13F | Exchange Traded Concepts, Llc | 46 | -95,35 | 4 | -95,12 | ||||
| 2025-10-15 | 13F | Cwm, Llc | 473.834 | 23,26 | 42 | 31,25 | ||||
| 2025-11-13 | 13F | Vise Technologies, Inc. | 17.778 | -3,23 | 1.582 | 2,80 | ||||
| 2025-10-23 | 13F | HB Wealth Management, LLC | 276.984 | -0,14 | 24.641 | 6,08 | ||||
| 2025-11-05 | 13F | Prime Capital Investment Advisors, LLC | 1.393.857 | -0,54 | 123.998 | 5,66 | ||||
| 2025-11-10 | 13F | Signature Securities Group Corporation | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | Park Place Capital Corp | 2.537 | 0,28 | 226 | 5,63 | ||||
| 2025-11-17 | 13F | GWM Advisors LLC | 596.043 | -0,47 | 53.024 | 5,74 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 6.415 | 0,06 | 571 | 0,00 | ||||
| 2025-10-21 | 13F | Simon Quick Advisors, Llc | 7.762 | 0,00 | 691 | 6,32 | ||||
| 2025-10-28 | 13F | MBA Advisors LLC | 109.157 | -2,44 | 9.711 | 3,64 | ||||
| 2025-10-08 | 13F | Ipswich Investment Management Co., Inc. | 2.270 | 202 | ||||||
| 2025-10-29 | 13F | Turtle Creek Wealth Advisors, LLC | 10.126 | 901 | ||||||
| 2025-10-30 | 13F | Outlook Wealth Advisors, LLC | 7.576 | -5,24 | 674 | 0,60 | ||||
| 2025-11-14 | 13F | Spectrum Wealth Advisory Group, LLC | 3.962 | 0,00 | 352 | 6,34 | ||||
| 2025-10-23 | 13F | Wingate Wealth Advisors, Inc. | 42.586 | 0,35 | 3.788 | 6,61 | ||||
| 2025-10-24 | 13F | Axis Wealth Partners, LLC | 70.939 | 4,36 | 6.311 | 10,86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 4.115 | 3,91 | 366 | 10,57 | ||||
| 2025-10-21 | 13F | Davis Capital Management | 56 | 5 | ||||||
| 2025-10-28 | 13F | Leavell Investment Management, Inc. | 3.080 | -1,44 | 274 | 4,60 | ||||
| 2025-11-14 | 13F | Clearwater Capital Advisors, LLC | 887.226 | 1,28 | 78.928 | 7,59 | ||||
| 2025-10-31 | 13F | NWF Advisory Services Inc. | 7.401 | 25,25 | 658 | 33,20 | ||||
| 2025-11-07 | 13F | VeraBank, N.A. | 5.712 | -18,05 | 508 | -12,86 | ||||
| 2025-11-14 | 13F | Two Sigma Investments, Lp | 93.600 | -67,28 | 8.327 | -65,25 | ||||
| 2025-10-27 | 13F | Vivid Wealth Management, LLC | 18.673 | 4,08 | 1.661 | 10,59 | ||||
| 2025-11-13 | 13F | Pathstone Holdings, LLC | 7.453 | 1,87 | 663 | 8,33 | ||||
| 2025-10-30 | 13F | Charter Oak Capital Management, LLC | 3.576 | 0,00 | 318 | 6,35 | ||||
| 2025-11-12 | 13F | LPL Financial LLC | 12.370.100 | -0,79 | 1.100.444 | 5,39 | ||||
| 2025-10-14 | 13F | Highline Wealth Partners Llc | 413 | 0,00 | 37 | 5,88 | ||||
| 2025-11-06 | 13F | First National Trust Co | 59.842 | -56,28 | 5.324 | -53,56 | ||||
| 2025-11-06 | 13F | Savvy Advisors, Inc. | 7.285 | -2,14 | 648 | 4,01 | ||||
| 2025-10-23 | 13F | Benjamin Edwards Inc | 22.546 | 6,48 | 2.006 | 13,09 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-23 | 13F | Strategic Blueprint, LLC | 2.375 | 211 | ||||||
| 2025-10-27 | 13F | Concurrent Investment Advisors, LLC | 367.151 | -2,95 | 32.662 | 3,10 | ||||
| 2025-11-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 7.790 | -2,93 | 693 | 2,98 | ||||
| 2025-11-14 | 13F | Sofos Investments, Inc. | 224 | 20 | ||||||
| 2025-10-24 | 13F | World Equity Group, Inc. | 4.933 | -1,99 | 439 | 4,04 | ||||
| 2025-11-12 | 13F | RKL Wealth Management LLC | 14.400 | -9,92 | 1.281 | -4,26 | ||||
| 2025-11-10 | 13F | Journey Advisory Group, LLC | 121.448 | -1,24 | 10.804 | 4,92 | ||||
| 2025-10-16 | 13F | Wealth Management Resources, Inc. | 24.658 | -0,61 | 2.194 | 5,58 | ||||
| 2025-10-20 | 13F | OMNI 360 Wealth, Inc. | 2.671 | 238 | ||||||
| 2025-11-14 | 13F | Main Street Financial Solutions, LLC | 194.651 | -2,02 | 17.316 | 4,09 | ||||
| 2025-10-27 | 13F | Harbor Investment Advisory, Llc | 2.347 | 0,00 | 209 | 6,12 | ||||
| 2025-11-12 | 13F | Symphony Financial Services, Inc. | 27.258 | -1,66 | 2.425 | 4,57 | ||||
| 2025-10-23 | 13F | Capital Investment Advisors, LLC | 3.116 | -8,78 | 277 | -3,15 | ||||
| 2025-10-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Operose Advisors LLC | 794 | 0,00 | 71 | 6,06 | ||||
| 2025-11-14 | 13F | Capital Analysts, Inc. | 7.302 | 0,18 | 1 | |||||
| 2025-11-14 | 13F | Kirtland Hills Capital Management, Llc | 4.312 | 65,85 | 384 | 76,50 | ||||
| 2025-11-18 | 13F | Advisory Services Network, LLC | 61.414 | 1,76 | 5.463 | 6,30 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 594.844 | -4,71 | 52.917 | 1,23 | ||||
| 2025-11-03 | 13F | Golden State Wealth Management, LLC | 119.281 | -0,65 | 10.611 | 5,55 | ||||
| 2025-11-14 | 13F | Cascades Capital Asset Management, LLC | 4.560 | -14,93 | 406 | -9,60 | ||||
| 2025-10-20 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-07 | 13F | Eagle Wealth Strategies Llc | 200.702 | 9,90 | 17.854 | 16,75 | ||||
| 2025-11-12 | 13F | Smith, Moore & Co. | 9.849 | -82,46 | 876 | -81,37 | ||||
| 2025-10-09 | 13F | Redhawk Wealth Advisors, Inc. | 2.707 | 241 | ||||||
| 2025-10-16 | 13F | HBW Advisory Services LLC | 41.520 | 0,83 | 3.694 | 7,11 | ||||
| 2025-10-28 | 13F | Wolff Wiese Magana Llc | 1.391 | -2,66 | 124 | 3,36 | ||||
| 2025-11-12 | 13F | Horizon Financial Services, Llc | 26 | 0,00 | 2 | 0,00 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 5.935 | 528 | ||||||
| 2025-11-10 | 13F | GGM Financials LLC | 18.616 | -4,98 | 1.656 | 0,98 | ||||
| 2025-10-20 | 13F | DHJJ Financial Advisors, Ltd. | 25.762 | 1,32 | 2.292 | 7,61 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | Put | 5.800 | 516 | |||||
| 2025-11-14 | 13F | Kestra Advisory Services, LLC | 568.052 | -7,71 | 50.534 | -1,96 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 20.297 | 391,69 | 1.806 | 423,19 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7.818 | -19,02 | 655 | -15,28 | ||||
| 2025-10-22 | 13F | North Star Investment Management Corp. | 266 | 0,00 | 24 | 4,55 | ||||
| 2025-10-15 | 13F | Future Financial Wealth Managment LLC | 5.589 | -0,97 | 497 | 5,30 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Jones Financial Companies Lllp | 301.752 | 19,89 | 26.784 | 27,53 | ||||
| 2025-10-10 | 13F | Brown, Lisle/cummings, Inc. | 150 | 0,00 | 13 | 8,33 | ||||
| 2025-11-03 | 13F | KPP Advisory Services LLC | 62.706 | -30,67 | 5.578 | -26,35 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Objective Capital Management, LLC | 4.878 | 0,64 | 434 | 6,91 | ||||
| 2025-10-22 | 13F | Powers Advisory Group, LLC | 35.566 | 25,93 | 3.164 | 33,74 | ||||
| 2025-10-21 | 13F | Prepared Retirement Institute LLC | 2.896 | 0,00 | 258 | 6,20 | ||||
| 2025-11-12 | 13F | Journey Strategic Wealth Llc | 6.162 | -13,43 | 548 | -8,05 | ||||
| 2025-11-04 | 13F | Allianz Asset Management GmbH | 3.400 | 0,00 | 302 | 6,34 | ||||
| 2025-10-29 | 13F | Bcm Advisors, Llc | 395.233 | -0,26 | 35.721 | 4,90 | ||||
| 2025-10-10 | 13F | Spinnaker Investment Group, LLC | 615.340 | 12,07 | 54.741 | 19,05 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 284.906 | 0,03 | 23.858 | 4,88 | ||||
| 2025-11-12 | 13F | First Trust Advisors Lp | 42.576 | 2,58 | 3.788 | 8,98 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 42.738 | 100,41 | 3.496 | 105,28 | ||||
| 2025-11-12 | 13F | Ted Buchan & Co | 12.681 | 10,89 | 1.128 | 17,87 | ||||
| 2025-10-23 | 13F | Vermillion Wealth Management, Inc. | 130 | 20,37 | 12 | 22,22 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-13 | 13F | Seacrest Wealth Management, Llc | 55.689 | 13,14 | 4.964 | 20,46 | ||||
| 2025-11-14 | 13F | Integrated Wealth Concepts LLC | 9.243 | -4,60 | 822 | 1,36 | ||||
| 2025-10-23 | 13F | Kingswood Wealth Advisors, Llc | 66.314 | 5.899 | ||||||
| 2025-11-10 | 13F | Glassman Wealth Services | 836.036 | 0,48 | 74.374 | 6,74 | ||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 62.823 | 9,02 | 5.589 | 139.600,00 | ||||
| 2025-11-06 | 13F | CIBC World Markets Inc. | 3.408 | 0,00 | 303 | 6,32 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 22.260 | 109,86 | 1.980 | 122,97 | ||||
| 2025-10-22 | 13F | Cresta Advisors, Ltd. | 231.224 | 1,48 | 20.570 | 7,80 | ||||
| 2025-11-03 | 13F | LRI Investments, LLC | 6.772 | -1,56 | 602 | 4,51 | ||||
| 2025-11-06 | 13F | Integrity Financial Corp /WA | 460 | -17,12 | 41 | -13,04 | ||||
| 2025-11-10 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.070 | 0,02 | 362 | 6,47 | ||||
| 2025-11-12 | 13F | Soltis Investment Advisors LLC | 5.369 | 478 | ||||||
| 2025-11-14 | 13F | Lido Advisors, LLC | 626.510 | 8.977,22 | 55.734 | 9.542,56 | ||||
| 2025-11-17 | 13F | Hershey Financial Advisers, LLC | 14.192 | 1.263 | ||||||
| 2025-10-21 | 13F | Pictet North America Advisors SA | 3.000 | 0,00 | 267 | 5,98 | ||||
| 2025-11-14 | 13F | Royal Bank Of Canada | 1.689.850 | 0,89 | 150.329 | 7,18 | ||||
| 2025-11-19 | 13F/A | Regions Financial Corp | 14.682 | -1,01 | 1.306 | 5,15 | ||||
| 2025-10-27 | 13F | First Horizon Corp | 9.299 | 827 | ||||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 59.876 | -0,20 | 5.327 | 6,01 | ||||
| 2025-10-08 | 13F | Fiduciary Alliance LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 6.904 | -1,30 | 578 | 3,58 | ||||
| 2025-10-02 | 13F | McAlister, Sweet & Associates, Inc. | 2.700 | 0,00 | 240 | 6,19 | ||||
| 2025-11-14 | 13F | Morgan Stanley | 8.484.188 | -2,18 | 754.753 | 3,92 | ||||
| 2025-11-10 | 13F | Prestige Wealth Management Group LLC | 625.450 | -2,65 | 55.640 | 3,42 | ||||
| 2025-11-06 | 13F | Krilogy Financial LLC | 7.951 | 704 | ||||||
| 2025-11-10 | 13F | Aries Wealth Management | 51.386 | -0,39 | 4.571 | 5,81 | ||||
| 2025-10-15 | 13F | DAVENPORT & Co LLC | 4.886 | 4,27 | 435 | 10,71 | ||||
| 2025-10-27 | 13F | Sage Private Wealth Group, Llc | 218.800 | -48,69 | 19.464 | -45,49 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 17.368 | -3,28 | 1.540 | 2,80 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 4.212 | 0,02 | 353 | 4,76 | ||||
| 2025-10-21 | 13F | Cascade Financial Partners, LLC | 27.514 | 4,98 | 2.448 | 11,53 | ||||
| 2025-10-21 | 13F | Amplius Wealth Advisors, LLC | 248.994 | -9,09 | 22.150 | -3,41 | ||||
| 2025-11-06 | 13F | Onyx Bridge Wealth Group LLC | 3.225 | -96,78 | 287 | -96,59 | ||||
| 2025-10-22 | 13F | Cordatus Wealth Management LLC | 5.822 | 0,00 | 518 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1.879 | 157 | ||||||
| 2025-11-06 | 13F | CENTRAL TRUST Co | 88 | -90,83 | 8 | -91,25 | ||||
| 2025-11-12 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Waddell & Associates, Llc | 978.139 | 3,39 | 87.015 | 9,83 | ||||
| 2025-10-21 | 13F | Fountainhead AM, LLC | 2.537 | 0,04 | 226 | 6,13 | ||||
| 2025-11-10 | 13F | Kovitz Investment Group Partners, LLC | 1.294.595 | 0,06 | 115.167 | 6,30 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-07 | 13F | Guidance Capital, Inc | 18.468 | 13,44 | 1.659 | 20,85 | ||||
| 2025-11-13 | 13F | Van Eck Associates Corp | 17 | 0,00 | 0 | |||||
| 2025-10-24 | 13F | Catalina Capital Group, LLC | 56.860 | -7,96 | 5.058 | -2,22 | ||||
| 2025-11-14 | 13F | Anchor Investment Management, LLC | 10.261 | 4,44 | 913 | 10,95 | ||||
| 2025-10-27 | 13F | Janney Montgomery Scott LLC | 246.044 | -12,01 | 22 | -8,70 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | Lvm Capital Management Ltd/mi | 290.409 | -0,62 | 26 | 4,17 | ||||
| 2025-10-10 | 13F | Newton One Investments LLC | 595 | 0,00 | 53 | 6,12 | ||||
| 2025-11-12 | 13F | Greenwood Gearhart Inc | 11.489 | 0,00 | 1.022 | 6,24 | ||||
| 2025-12-03 | 13F | Strategic Investment Solutions, Inc. /IL | 1.221 | 0,00 | 109 | 5,88 | ||||
| 2025-10-23 | 13F | Beaumont Financial Advisors, LLC | 8.326 | 0,00 | 741 | 6,17 | ||||
| 2025-10-16 | 13F | Capital Advisors, Ltd. LLC | 4.078 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Ruggaard & Associates LLC | 15.825 | 0,34 | 1.408 | 6,59 | ||||
| 2025-11-13 | 13F | Seven Mile Advisory | 97.062 | 8.635 | ||||||
| 2025-11-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 115.956 | -1,30 | 10.305 | 4,84 | ||||
| 2025-11-07 | 13F | Pallas Capital Advisors LLC | 17.561 | 0,57 | 1.562 | 6,84 | ||||
| 2025-10-22 | 13F | Gladstone Institutional Advisory LLC | 11.461 | -4,74 | 1.020 | 1,19 | ||||
| 2025-11-17 | 13F | Kestra Private Wealth Services, Llc | 397.531 | 3,80 | 35.364 | 10,27 | ||||
| 2025-11-14 | 13F | Mml Investors Services, Llc | 306.564 | -0,12 | 27.272 | 108.984,00 | ||||
| 2025-10-24 | 13F | Continuum Wealth Advisors, Llc | 51.220 | -0,92 | 4.557 | 5,27 | ||||
| 2025-10-07 | 13F | St Germain D J Co Inc | 200 | 18 | ||||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | Brookstone Capital Management | 10.335 | -3,56 | 919 | 2,45 | ||||
| 2025-10-31 | 13F | PMG Wealth Management, Inc. | 79.311 | 0,43 | 7.031 | 6,32 | ||||
| 2025-11-04 | 13F | Everhart Financial Group, Inc. | 3.016 | -19,64 | 268 | -14,65 | ||||
| 2025-10-31 | 13F | Frazier Financial Advisors, LLC | 1.027 | 293,49 | 91 | 333,33 | ||||
| 2025-11-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-14 | 13F/A | Zrc Wealth Management, Llc | 482 | 0,42 | 43 | 5,00 | ||||
| 2025-11-05 | 13F | Nikulski Financial, Inc. | 45.920 | -2,16 | 4.085 | 3,94 | ||||
| 2025-10-30 | 13F | Flagship Wealth Advisors, Llc | 73.452 | 2,97 | 6.534 | 9,39 | ||||
| 2025-11-04 | 13F | MWA Asset Management | 5.821 | -2,51 | 518 | 3,40 | ||||
| 2025-11-03 | 13F | Foundations Investment Advisors, LLC | 89.652 | 6,85 | 7.975 | 13,51 | ||||
| 2025-10-20 | 13F | Masso Torrence Wealth Management Inc. | 93.483 | 0,01 | 8.316 | 6,25 | ||||
| 2025-11-12 | 13F | Denver Wealth Management, Inc. | 15.961 | -5,58 | 1.420 | 0,28 | ||||
| 2025-10-28 | 13F | EdgeRock Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-05 | 13F | J.w. Cole Advisors, Inc. | 60.192 | 0,52 | 5.355 | 6,78 | ||||
| 2025-11-14 | 13F | Ieq Capital, Llc | 21.806 | -2,39 | 1.940 | 3,69 | ||||
| 2025-11-12 | 13F | Atlas Wealth LLC | 2.492 | 222 | ||||||
| 2025-10-31 | 13F | Biltmore Family Office, LLC | 7.050 | 0,00 | 627 | 6,27 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 314.479 | 7,32 | 26.335 | 12,53 | ||||
| 2025-10-30 | 13F | Covenant Asset Management, LLC | 5.828 | 0,00 | 518 | 6,15 | ||||
| 2025-11-14 | 13F | Creative Planning | 222.852 | -0,75 | 19.825 | 5,44 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 22.989 | 0,00 | 2.045 | 6,23 | ||||
| 2025-10-30 | 13F | Tranquility Partners, LLC | 3.653 | -17,32 | 325 | -12,20 | ||||
| 2025-11-03 | 13F | Truist Financial Corp | 285.854 | 2,35 | 25.430 | 8,73 | ||||
| 2025-11-05 | 13F | MONECO Advisors, LLC | 10.818 | 0,18 | 962 | 6,42 | ||||
| 2025-11-13 | 13F | RMB Capital Management, LLC | 198.648 | -2,42 | 17.672 | 3,66 | ||||
| 2025-10-21 | 13F | American National Bank | 929 | 10,33 | 83 | 17,14 | ||||
| 2025-10-29 | 13F | Wealth Enhancement Advisory Services, Llc | 1.222.919 | 5,61 | 108.852 | 10,30 | ||||
| 2025-11-06 | 13F | RFG Advisory, LLC | 45.053 | -5,25 | 4.008 | 0,65 | ||||
| 2025-11-26 | 13F | Lantern Wealth Advisors, LLC | 5.053 | 8,34 | 450 | 15,13 | ||||
| 2025-10-27 | 13F | Gray Private Wealth, LLC | 82.981 | 0,98 | 7.382 | 7,27 | ||||
| 2025-10-15 | 13F | Gilman Hill Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Detalus Advisors, LLC | 5.789 | -0,24 | 515 | 5,98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 487.073 | 6,96 | 40.787 | 12,15 | ||||
| 2025-11-05 | 13F | SOUTH STATE Corp | 870 | 161,26 | 77 | 185,19 | ||||
| 2025-11-12 | 13F | Robertson Stephens Wealth Management, LLC | 14.204 | -10,10 | 1.264 | -4,54 | ||||
| 2025-11-14 | 13F | Moneta Group Investment Advisors Llc | 9.276 | 245,09 | 825 | 266,67 | ||||
| 2025-11-14 | 13F | Comerica Bank | 764.951 | -0,31 | 68.050 | 5,90 | ||||
| 2025-11-13 | 13F | Bokf, Na | 837 | 0,00 | 74 | 5,71 | ||||
| 2025-11-06 | 13F | May Barnhard Investments LLC | 6.505 | 0,37 | 579 | 6,64 | ||||
| 2025-11-12 | 13F | BlackRock, Inc. | 2.296 | -82,84 | 204 | -81,79 | ||||
| 2025-11-06 | 13F | Sanchez Wealth Management Group | 339.009 | 2,61 | 30.158 | 9,01 | ||||
| 2025-10-14 | 13F | Bulwark Capital Corp | 13.396 | -18,64 | 1.192 | -13,57 | ||||
| 2025-10-08 | 13F | Wedmont Private Capital | 42.576 | 0,73 | 3.790 | 5,25 | ||||
| 2025-11-13 | 13F | Invenio Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2025-10-07 | 13F | Montecito Bank & Trust | 6.921 | 0,00 | 616 | 11,41 | ||||
| 2025-10-23 | 13F | Park Avenue Securities Llc | 54.746 | -0,96 | 5 | 0,00 | ||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 49.666 | 540,93 | 4.418 | 581,79 | ||||
| 2025-10-17 | 13F | Apollon Financial, LLC | 5.896 | -0,02 | 525 | 6,29 | ||||
| 2025-11-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 4.365 | -19,41 | 388 | -11,42 | ||||
| 2025-11-14 | 13F | Mariner, LLC | 371.646 | -1,20 | 33.062 | 4,96 | ||||
| 2025-11-14 | 13F | Summit Trail Advisors, Llc | 51.540 | 0,24 | 4.585 | 6,50 | ||||
| 2025-11-04 | 13F | Centerpoint Advisory Group | 30.771 | -2,38 | 2.737 | 3,71 | ||||
| 2025-10-31 | 13F | Viewpoint Investment Partners Corp | 47.513 | 0,00 | 3.979 | 0,00 | ||||
| 2025-11-06 | 13F | New World Advisors LLC | 6.566 | 0,00 | 584 | 6,38 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-24 | 13F | Columbia Advisory Partners Llc | 265.336 | -0,08 | 23.604 | 6,15 | ||||
| 2025-11-07 | 13F | Founders Financial Alliance, LLC | 87.680 | 68,46 | 7.800 | 78,98 | ||||
| 2025-10-24 | 13F | We Are One Seven, LLC | 8.740 | 85,84 | 777 | 97,71 | ||||
| 2025-11-14 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4.667 | 0,00 | 415 | 6,41 | ||||
| 2025-11-19 | 13F | Captrust Financial Advisors | 752.541 | 2,10 | 66.946 | 8,47 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-11-05 | 13F | Titleist Asset Management, Llc | 31.089 | -3,49 | 2.766 | 2,52 | ||||
| 2025-11-12 | 13F | Weaver Consulting Group | 3.332 | 0,00 | 296 | 6,09 | ||||
| 2025-11-14 | 13F | Prosperity Consulting Group, LLC | 97.832 | -6,22 | 8.703 | -0,37 | ||||
| 2025-11-12 | 13F | Verum Partners LLC | 20.485 | -2,37 | 1.822 | 3,70 | ||||
| 2025-11-19 | 13F | Mosaic Financial Group, Llc | 16.300 | 0,23 | 1 | 0,00 | ||||
| 2025-11-13 | 13F | Philadelphia Trust Co | 3.757 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Advisor Group Holdings, Inc. | 558.380 | 5,31 | 49.237 | 10,87 | ||||
| 2025-10-20 | 13F | Meridian Financial Partners LLC | 38.497 | -2,48 | 3.432 | 114.266,67 | ||||
| 2025-11-06 | 13F | Assetmark, Inc | 403 | 1.243,33 | 36 | 1.650,00 | ||||
| 2025-11-03 | 13F | Alta Wealth Advisors LLC | 6.066 | 3,01 | 540 | 9,33 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 10 | 1 | ||||||
| 2025-10-08 | 13F | Armstrong Advisory Group, Inc | 1.570 | 0,00 | 140 | 6,11 | ||||
| 2025-11-12 | 13F | Intellus Advisors LLC | 6.391 | 0,00 | 569 | 6,17 | ||||
| 2025-11-14 | 13F | Colony Group, LLC | 41.793 | 29,32 | 3.718 | 37,36 | ||||
| 2025-10-09 | 13F | Lifestyle Asset Management, Inc. | 24.446 | 7,28 | 2.175 | 13,94 | ||||
| 2025-11-12 | 13F | Mesirow Financial Investment Management, Inc. | 23.599 | 0,00 | 2.099 | 6,22 | ||||
| 2025-10-24 | 13F | Sachetta, LLC | 500 | 0,00 | 44 | 7,32 | ||||
| 2025-10-30 | 13F | Elevation Capital Advisory, LLC | 48.265 | -45,48 | 4.294 | -42,08 | ||||
| 2025-10-24 | 13F | Opal Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | Fermata Advisors, LLC | 58.269 | 26,28 | 5.184 | 34,14 | ||||
| 2025-10-22 | 13F | BKA Wealth Consulting, Inc. | 193.724 | 12,40 | 17.234 | 19,33 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 3 | 0 | ||||||
| 2025-11-13 | 13F | LM Advisors LLC | 24.875 | 6,55 | 2 | 100,00 | ||||
| 2025-10-30 | 13F | Berkeley, Inc | 85.186 | 1,28 | 7.578 | 7,60 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 12 | 1 | ||||||
| 2025-10-24 | 13F | Winthrop Advisory Group LLC | 213.994 | 10,92 | 19.037 | 17,83 | ||||
| 2025-11-07 | 13F | Uhlmann Price Securities, Llc | 12.634 | 0,91 | 1.124 | 7,16 | ||||
| 2025-11-12 | 13F | Cresset Asset Management, LLC | 28.320 | -2,58 | 2.519 | 3,49 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 12.542 | 1 | ||||||
| 2025-10-20 | 13F | Lauer Wealth, LLC | 160.755 | 0,80 | 14.244 | 3,76 | ||||
| 2025-10-10 | 13F | Advance Capital Management, Inc. | 11.587 | 4,21 | 1.031 | 10,63 | ||||
| 2025-11-07 | 13F | Glenview Trust Co | 11.561 | -3,31 | 1.028 | 2,70 | ||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 341.831 | -15,06 | 30.409 | -9,76 | ||||
| 2025-11-13 | 13F | UBS Group AG | 2.539.650 | 4,22 | 225.927 | 10,71 | ||||
| 2025-10-31 | 13F | Whittier Trust Co | 2.654 | 0,04 | 237 | 6,31 | ||||
| 2025-11-05 | 13F | RMR Wealth Builders | 19.131 | -14,36 | 1.702 | -9,04 | ||||
| 2025-11-06 | 13F | Breakwater Capital Group | 2.586 | 1,69 | 230 | 8,49 | ||||
| 2025-11-12 | 13F | Buckingham Strategic Partners | 118.762 | 88,61 | 10.569 | 100,46 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 5.250 | -8,68 | 467 | -2,91 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-22 | 13F | Stuart Chaussee & Associates, Inc. | 268 | 0,00 | 24 | 4,55 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 124.886 | 3.180,43 | 11 | |||||
| 2025-10-22 | 13F | Milestones Private Investment Advisors LLC | 9.751 | 0,11 | 867 | 6,38 | ||||
| 2025-11-12 | 13F | Perennial Investment Advisors, LLC | 3.365 | 0,66 | 299 | 7,17 | ||||
| 2025-11-12 | 13F | Twin Focus Capital Partners, Llc | 3.518 | -18,56 | 313 | -13,57 | ||||
| 2025-10-21 | 13F | Hubbell Strickland Wealth Management, LLC | 2.823 | 0,39 | 251 | 6,81 | ||||
| 2025-11-06 | 13F | Costello Asset Management, INC | 126 | 0,00 | 11 | 10,00 | ||||
| 2025-11-12 | 13F | United Advisor Group, LLC | 132.741 | -16,53 | 11.809 | -11,33 | ||||
| 2025-11-05 | 13F | Bessemer Group Inc | 113 | 0 | ||||||
| 2025-11-12 | 13F | Interchange Capital Partners, LLC | 17.848 | -2,27 | 1.588 | 3,79 | ||||
| 2025-11-03 | 13F | Clarus Group, Inc. | 4.806 | 0,00 | 428 | 6,22 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 2.114 | -90,51 | 188 | -89,92 | ||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 3.425 | -54,55 | 305 | -51,82 | ||||
| 2025-11-17 | 13F | Palisade Asset Management, LLC | 300 | 27 | ||||||
| 2025-11-13 | 13F | Herold Advisors, Inc. | 32.692 | -7,50 | 2.908 | -1,72 | ||||
| 2025-10-31 | 13F | Sovran Advisors, LLC | 16.410 | 3,67 | 1.465 | 9,25 | ||||
| 2025-11-14 | 13F | M&t Bank Corp | 4.228 | 0,00 | 376 | 6,21 | ||||
| 2025-07-17 | 13F | KWB Wealth | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | PDS Planning, Inc | 5.510 | -24,93 | 490 | -20,20 | ||||
| 2025-11-14 | 13F | Two Sigma Securities, Llc | 32.721 | 582,54 | 2.911 | 625,69 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 7.207 | 16,56 | 641 | 23,98 | ||||
| 2025-11-14 | 13F | Wealthspire Advisors, LLC | 123.201 | -1,98 | 10.960 | 4,12 | ||||
| 2025-10-29 | 13F | Resonant Capital Advisors, LLC | 4.545 | -62,55 | 404 | -60,24 | ||||
| 2025-10-14 | 13F | White Pine Investment CO | 71.548 | -0,10 | 6 | 20,00 | ||||
| 2025-11-10 | 13F | Atlantic Trust, LLC | 1.267 | 0,00 | 113 | 5,66 | ||||
| 2025-11-10 | 13F | Clear Creek Financial Management, LLC | 42.197 | 6,59 | 3.754 | 13,21 | ||||
| 2025-10-31 | 13F | Fairman Group, LLC | 500 | 0,00 | 44 | 7,32 | ||||
| 2025-11-10 | 13F | Cary Street Partners Financial Llc | 5.054 | -9,89 | 450 | -4,26 | ||||
| 2025-10-08 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Hollencrest Capital Management | 20.339 | 0,34 | 1.809 | 6,60 | ||||
| 2025-11-10 | 13F | Rossby Financial, LCC | 168 | 0,00 | 15 | 0,00 | ||||
| 2025-10-15 | 13F | Pensionmark Financial Group, Llc | 106.951 | -11,97 | 9.514 | -6,49 | ||||
| 2025-11-05 | 13F | SBI Securities Co., Ltd. | 30.704 | -0,56 | 2.731 | 5,65 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-10-02 | 13F | Investors Research Corp | 73 | 0,00 | 6 | 0,00 | ||||
| 2025-11-13 | 13F | Vestor Capital, Llc | 636 | 33,33 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 89.184 | 1,51 | 7.468 | 6,44 | ||||
| 2025-10-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 193.496 | 1,10 | 17.213 | 7,40 | ||||
| 2025-11-20 | 13F/A | BRYN MAWR TRUST Co | 99.193 | 0,08 | 8.824 | 6,33 | ||||
| 2025-11-03 | 13F | AE Wealth Management LLC | 17.080 | 11,91 | 1.519 | 18,86 | ||||
| 2025-11-14 | 13F | Mercer Global Advisors Inc /adv | 25.901 | 1,32 | 2.304 | 7,66 | ||||
| 2025-11-04 | 13F | Westside Investment Management, Inc. | 1.296 | 0,00 | 115 | 5,50 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Federation des caisses Desjardins du Quebec | 865 | 0,00 | 77 | 5,56 | ||||
| 2025-11-12 | 13F | JT Stratford LLC | 53.062 | 1,32 | 4.720 | 7,64 | ||||
| 2025-10-21 | 13F | Riverbend Wealth Management, LLC | 77.025 | -0,23 | 6.852 | 6,00 | ||||
| 2025-11-03 | 13F | Belpointe Asset Management LLC | 317.668 | 12,62 | 28.260 | 19,65 | ||||
| 2025-10-20 | 13F | Shilanski & Associates, Inc. | 37.170 | 2,57 | 3.307 | 8,97 | ||||
| 2025-10-23 | 13F | Howard Financial Services, Ltd. | 341.850 | 2,23 | 30.411 | 8,61 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7.584 | -6,82 | 649 | -0,15 | ||||
| 2025-10-15 | 13F | Defined Financial Planning LLC | 105.749 | -15,04 | 9.426 | -10,37 | ||||
| 2025-10-21 | 13F | Signaturefd, Llc | 2.504 | -0,04 | 223 | 6,22 | ||||
| 2025-11-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Flynn Zito Capital Management, Llc | 8.459 | -0,80 | 753 | 5,32 | ||||
| 2025-11-12 | 13F | Legacy Wealth Managment, LLC/ID | 17.596 | 17,41 | 1.565 | 24,70 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Sequoia Financial Advisors, LLC | 120.292 | -4,58 | 10.701 | 1,37 | ||||
| 2025-11-14 | 13F | Qube Research & Technologies Ltd | 63.596 | 4.837,58 | 5.658 | 5.186,92 | ||||
| 2025-10-17 | 13F | Stonebridge Wealth Management, LLC | 17.611 | -5,75 | 1.567 | 0,13 | ||||
| 2025-11-14 | 13F | Fort Point Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Lansing Street Advisors | 45.625 | -1,82 | 4.059 | 4,29 | ||||
| 2025-11-10 | 13F | Avant Capital LLC | 103.936 | 2,07 | 9.246 | 8,44 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Private Wealth Asset Management, LLC | 158 | 0,00 | 14 | 7,69 | ||||
| 2025-10-21 | 13F | First National Bank Sioux Falls | 5.146 | -0,08 | 458 | 6,03 | ||||
| 2025-11-06 | 13F | Tempus Wealth Planning, LLC | 24.482 | -2,82 | 2.178 | 3,22 | ||||
| 2025-11-10 | 13F | Vestmark Advisory Solutions, Inc. | 43.265 | -56,86 | 3.849 | -54,18 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Joseph Group Capital Management | 116 | -4,13 | 10 | 0,00 | ||||
| 2025-12-02 | 13F | Allworth Financial LP | 6.298 | 0,46 | 560 | 6,87 | ||||
| 2025-11-05 | 13F | Lowe Brockenbrough & Co Inc | 3.700 | 0,00 | 329 | 6,47 | ||||
| 2025-11-10 | 13F | Insight Advisors, LLC/ PA | 177.183 | 0,72 | 15.762 | 7,00 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 8.891 | 745 | ||||||
| 2025-11-13 | 13F | Camden Capital, LLC | 138.585 | 1,86 | 12.329 | 8,22 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 0 | 0 | ||||||
| 2025-11-04 | 13F | Meridian Wealth Management, LLC | 6.189 | -13,72 | 551 | -8,33 | ||||
| 2025-11-14 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-10 | 13F | SK Wealth Management, LLC | 308.267 | 5,08 | 27.343 | 9,41 | ||||
| 2025-11-03 | 13F | Bluesphere Advisors, LLC | 4.595 | -0,11 | 409 | 5,97 | ||||
| 2025-11-12 | 13F | Bouchey Financial Group Ltd | 865.536 | -0,10 | 76.998 | 6,12 | ||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-29 | 13F | Inspire Advisors, LLC | 5.528 | -1,67 | 492 | 4,47 | ||||
| 2025-10-29 | 13F | Walkner Condon Financial Advisors LLC | 3.329 | 0,00 | 296 | 6,47 | ||||
| 2025-11-14 | 13F | Aqr Capital Management Llc | 13.990 | 2,19 | 1.245 | 8,55 | ||||
| 2025-11-06 | 13F | Prospera Financial Services Inc | 85.159 | -1,40 | 7.578 | 4,76 | ||||
| 2025-11-06 | 13F | Gateway Wealth Partners, LLC | 72.750 | 0,73 | 6.472 | 7,01 | ||||
| 2025-11-13 | 13F | Johnson Financial Group, Inc. | 242 | 0,00 | 22 | 5,00 | ||||
| 2025-10-24 | 13F | Valmark Advisers, Inc. | 8.502 | 3,68 | 756 | 10,20 | ||||
| 2025-10-09 | 13F | Central Valley Advisors, Llc | 15.153 | -0,45 | 1.348 | 5,81 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 4.222 | 0,00 | 376 | 6,52 | ||||
| 2025-11-04 | 13F | Hazlett, Burt & Watson, Inc. | 18.026 | 0,64 | 2 | 0,00 | ||||
| 2025-11-10 | 13F | Colonial Trust Advisors | 17 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | Choice Wealth Advisors, LLC | 321.720 | -2,25 | 28.620 | 3,85 | ||||
| 2025-10-09 | 13F | ACT Advisors, LLC. | 229.372 | -14,06 | 20.405 | -8,70 | ||||
| 2025-11-07 | 13F | Wealthbridge Capital Management, Llc | 16.606 | -0,39 | 1.477 | 5,80 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 490.267 | 10,70 | 43.614 | 17,61 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 2.818 | -24,21 | 251 | -19,61 | ||||
| 2025-11-13 | 13F | Crux Wealth Advisors | 55.096 | -2,48 | 4.901 | 3,59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | TigerOak Management, L.L.C. | 303.324 | 0,51 | 26.984 | 6,77 | ||||
| 2025-11-05 | 13F | Savant Capital, LLC | 437.213 | -2,84 | 38.894 | 3,22 | ||||
| 2025-10-17 | 13F | Harbor Asset Planning, Inc. | 2.118 | 0,33 | 188 | 6,82 | ||||
| 2025-10-15 | 13F | Tritonpoint Wealth, Llc | 5.319 | 40,38 | 473 | 49,21 | ||||
| 2025-10-31 | 13F | GHP Investment Advisors, Inc. | 440 | 0,00 | 39 | 8,33 | ||||
| 2025-10-16 | 13F | Raub Brock Capital Management LP | 10.227 | 26,49 | 910 | 34,27 | ||||
| 2025-10-20 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 186.478 | 12,10 | 16.589 | 19,09 | ||||
| 2025-10-10 | 13F | Sound Income Strategies, LLC | 143 | 0,00 | 13 | 9,09 | ||||
| 2025-11-14 | 13F | Equitable Holdings, Inc. | 785.267 | 3,54 | 69.857 | 9,99 | ||||
| 2025-11-07 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Ballentine Partners, LLC | 11.100 | 987 | ||||||
| 2025-11-14 | 13F | Gts Securities Llc | 49.653 | 397,53 | 4.417 | 428,98 | ||||
| 2025-10-15 | 13F | Founders Financial Securities Llc | 43.967 | 2,38 | 3.911 | 8,76 | ||||
| 2025-10-24 | 13F | Swmg, Llc | 4.179 | 54,61 | 374 | 60,78 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 410 | 5,94 | 34 | 13,33 | ||||
| 2025-11-13 | 13F | Hobbs Group Advisors, LLC | 66.806 | -7,80 | 5.943 | -2,04 | ||||
| 2025-10-15 | 13F | Chatham Capital Group, Inc. | 20.251 | 0,00 | 1.802 | 6,25 | ||||
| 2025-10-16 | 13F | CRA Financial Services, LLC | 182.872 | 8,30 | 16.268 | 15,06 | ||||
| 2025-10-24 | 13F | Colorado Capital Management, Inc. | 9.768 | 0,00 | 1 | |||||
| 2025-10-22 | 13F | Financial Perspectives, Inc | 104 | 0,00 | 9 | 12,50 | ||||
| 2025-10-31 | 13F | Blackhawk Capital Partners LLC. | 14.797 | -5,96 | 1.316 | -0,08 | ||||
| 2025-10-31 | 13F | PFG Investments, LLC | 3.878 | 7,84 | 345 | 14,62 | ||||
| 2025-10-27 | 13F | Hoxton Planning & Management, LLC | 24.726 | 16,78 | 2.200 | 24,03 | ||||
| 2025-10-07 | 13F | Friday Financial | 5.300 | 0,00 | 471 | 6,32 | ||||
| 2025-10-15 | 13F | Alpine Woods Capital Investors, Llc | 6.000 | 0,00 | 534 | 6,18 | ||||
| 2025-11-06 | 13F | REAP Financial Group, LLC | 4.871 | -0,67 | 433 | 5,61 | ||||
| 2025-11-10 | 13F | Jfs Wealth Advisors, Llc | 138 | 0,00 | 12 | 9,09 | ||||
| 2025-10-29 | 13F | Beacon Financial Advisory LLC | 11.430 | -9,64 | 1.017 | -4,06 | ||||
| 2025-10-21 | 13F | Fulton Bank, N.a. | 12.540 | -4,13 | 1.116 | 1,83 | ||||
| 2025-10-27 | 13F | Bogart Wealth, LLC | 455 | 4,36 | 41 | 11,11 | ||||
| 2025-10-20 | 13F | Avaii Wealth Management, Llc | 24.055 | -0,59 | 2.140 | 5,58 | ||||
| 2025-10-27 | 13F | Retirement Planning Group | 118.852 | 0,15 | 10.573 | 6,40 | ||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 2.125 | 0,00 | 189 | 6,78 | ||||
| 2025-11-12 | 13F | Harbour Investments, Inc. | 22.281 | 8,13 | 1.982 | 14,90 | ||||
| 2025-11-07 | 13F | Collaborative Wealth Managment Inc. | 10.227 | -1,87 | 910 | 4,24 | ||||
| 2025-10-17 | 13F | Perigon Wealth Management, LLC | 44.433 | 0,37 | 3.953 | 6,61 | ||||
| 2025-11-13 | 13F | O'shaughnessy Asset Management, Llc | 13.595 | 0,35 | 1.209 | 6,61 | ||||
| 2025-10-16 | 13F | Trust Co Of Toledo Na /oh/ | 3.300 | -7,36 | 294 | -1,68 | ||||
| 2025-10-16 | 13F | Whitaker-Myers Wealth Managers, LTD. | 2.865 | -0,56 | 255 | 5,39 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 3.377 | 8,24 | 210 | -19,54 | ||||
| 2025-10-20 | 13F | Albion Financial Group /ut | 87.115 | -0,01 | 7.750 | 6,21 | ||||
| 2025-11-07 | 13F | Florida Financial Advisors, Llc | 11.884 | -46,29 | 1.057 | -43,48 | ||||
| 2025-11-13 | 13F | Tradition Wealth Management, LLC | 2.687 | 0,15 | 239 | 6,70 | ||||
| 2025-10-16 | 13F | Harwood Advisory Group, LLC | 1.344 | 0,30 | 120 | 6,25 | ||||
| 2025-11-12 | 13F | Foster Dykema Cabot & Partners, Llc | 4.536 | 0,00 | 404 | 6,33 | ||||
| 2025-11-05 | 13F | Plante Moran Financial Advisors, LLC | 2.905 | 30,15 | 258 | 38,71 | ||||
| 2025-11-10 | 13F | Koshinski Asset Management, Inc. | 7.660 | -7,12 | 681 | -1,30 | ||||
| 2025-11-04 | 13F | Ashton Thomas Private Wealth, LLC | 19.677 | 4,24 | 1.750 | 10,76 | ||||
| 2025-10-27 | 13F | Allen Capital Group, LLC | 7.806 | -0,51 | 694 | 5,63 | ||||
| 2025-10-27 | 13F | Roof Eidam & Maycock/adv | 56.043 | -14,77 | 4.986 | -9,46 | ||||
| 2025-10-21 | 13F | Blue Rock Wealth Management LLC | 126.545 | 1,96 | 11.257 | 8,31 | ||||
| 2025-11-04 | 13F | Atlas Private Wealth Advisors | 10.032 | -49,10 | 892 | -45,94 | ||||
| 2025-11-07 | 13F | Drucker Wealth 3.0, LLC | 3.337 | 0,00 | 297 | 4,23 | ||||
| 2025-11-13 | 13F | Bank Of Montreal /can/ | 13.558 | -7,18 | 1.206 | -1,39 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 537.459 | 1,35 | 45 | 4,76 | ||||
| 2025-11-14 | 13F | Talisman Wealth Advisors LLC | 22.132 | 0,18 | 1.969 | 6,38 | ||||
| 2025-10-21 | 13F | apricus wealth, LLC | 2.850 | 0,00 | 254 | 6,30 | ||||
| 2025-11-04 | 13F | Tsfg, Llc | 337 | -20,52 | 0 | |||||
| 2025-10-28 | 13F | Ritholtz Wealth Management | 2.260 | 201 | ||||||
| 2025-11-04 | 13F | Atlantic Union Bankshares Corp | 600 | 0,00 | 53 | 6,00 | ||||
| 2025-10-21 | 13F | Strait & Sound Wealth Management LLC | 12.564 | 11,70 | 1.118 | 18,70 | ||||
| 2025-11-03 | 13F | Novare Capital Management Llc | 3.605 | 0,00 | 321 | 6,31 | ||||
| 2025-11-07 | 13F | Fox Financial, Inc | 5.565 | -5,08 | 495 | 1,02 | ||||
| 2025-11-14 | 13F | Ancora Advisors, LLC | 69.720 | -1,69 | 6.202 | 4,45 | ||||
| 2025-10-15 | 13F | Southland Equity Partners LLC | 28.647 | -3,81 | 2.548 | 2,21 | ||||
| 2025-11-06 | 13F | Stratos Wealth Advisors, LLC | 11.359 | 9,72 | 1.011 | 16,49 | ||||
| 2025-11-06 | 13F | Oxinas Partners Wealth Management LLC | 139.930 | 0,62 | 12.448 | 6,90 | ||||
| 2025-10-21 | 13F | SJS Investment Consulting Inc. | 226 | 20 | ||||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 15.256 | 1,05 | 1.357 | 7,36 | ||||
| 2025-10-28 | 13F | Nations Financial Group Inc, /ia/ /adv | 31.393 | 1,59 | 2.793 | 7,92 | ||||
| 2025-10-30 | 13F | Parkside Financial Bank & Trust | 17.423 | -3,12 | 1.550 | 2,86 | ||||
| 2025-11-14 | 13F | Allie Family Office LLC | 10.900 | -39,88 | 970 | -36,17 | ||||
| 2025-10-27 | 13F | Versant Capital Management, Inc | 381 | 0,00 | 34 | 6,45 | ||||
| 2025-11-13 | 13F | PFG Advisors | 21.308 | -0,92 | 1.896 | 5,28 | ||||
| 2025-11-14 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 18.415 | 0,00 | 1.542 | 4,90 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 27.039 | 329,67 | 2.264 | 351,00 | ||||
| 2025-10-31 | 13F | OneAscent Family Office, LLC | 3.515 | 0,00 | 313 | |||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 267 | 4,30 | 22 | 10,00 | ||||
| 2025-10-14 | 13F | Juncture Wealth Strategies, Llc | 2.443 | 0,00 | 217 | 6,37 | ||||
| 2025-10-16 | 13F | Signature Resources Capital Management, LLC | 1.275 | 0,16 | 113 | 6,60 | ||||
| 2025-10-27 | 13F | Paul Damon & Associates, Inc. | 121.852 | -7,09 | 10.840 | -1,30 | ||||
| 2025-10-23 | 13F | Trust Co Of Virginia /va | 13.884 | 0,00 | 1.235 | 6,28 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | National Wealth Management Group, LLC | 7.995 | 13,97 | 711 | 21,12 | ||||
| 2025-11-12 | 13F | Gryphon Financial Partners LLC | 12.647 | -1,13 | 1.125 | 5,04 | ||||
| 2025-10-24 | 13F | Trilogy Capital Inc. | 5.583 | 5,08 | 497 | 11,71 | ||||
| 2025-11-06 | 13F | Oppenheimer & Co Inc | 60.989 | 2,69 | 5.426 | 9,09 | ||||
| 2025-10-15 | 13F | Fiduciary Planning LLC | 551.306 | 5,76 | 49.044 | 12,36 | ||||
| 2025-10-16 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 15.118 | 9,81 | 1.345 | 16,67 | ||||
| 2025-10-23 | 13F | Chokshi & Queen Wealth Advisors, Inc | 5.357 | 4,20 | 477 | 10,70 | ||||
| 2025-11-04 | 13F | United Community Bank | 6.674 | 83,15 | 594 | 94,43 | ||||
| 2025-11-13 | 13F | Regal Investment Advisors LLC | 64.534 | 5.741 | ||||||
| 2025-11-12 | 13F | Huntington National Bank | 105.264 | 56,12 | ||||||
| 2025-11-05 | 13F | Smartleaf Asset Management LLC | 170.417 | 32,00 | 15.113 | 40,29 | ||||
| 2025-11-13 | 13F | Hall Capital Management Co Inc | 4.543 | 0,00 | 404 | 6,32 | ||||
| 2025-11-14 | 13F | Snowden Capital Advisors LLC | 2.264 | 201 | ||||||
| 2025-10-28 | 13F | Piscataqua Savings Bank | 1.300 | 0,00 | 116 | 6,48 | ||||
| 2025-10-21 | 13F | Farrell Financial LLC | 3.926 | 0,36 | 349 | 6,73 | ||||
| 2025-11-07 | 13F | Axxcess Wealth Management, Llc | 10.861 | -0,03 | 966 | 6,27 | ||||
| 2025-10-29 | 13F | Root Financial Partners, LLC | 819 | 73 | ||||||
| 2025-11-17 | 13F | Hancock Whitney Corp | 5.416 | 0,00 | 482 | 6,18 | ||||
| 2025-10-07 | 13F | Salem Investment Counselors Inc | 125 | -16,67 | 11 | -8,33 | ||||
| 2025-10-09 | 13F | Princeton Global Asset Management LLC | 250 | 0,00 | 22 | 10,00 | ||||
| 2025-10-30 | 13F | CNB Bank | 1.563 | 0,00 | 139 | 6,92 | ||||
| 2025-10-16 | 13F | Burns Matteson Capital Management, LLC | 51.316 | 12,17 | 4.565 | 19,16 | ||||
| 2025-11-03 | 13F | Federated Hermes, Inc. | 233 | 21 | ||||||
| 2025-11-07 | 13F | Smithfield Trust Co | 12.920 | 0,00 | 1 | 0,00 | ||||
| 2025-11-20 | 13F | Centaurus Financial, Inc. | 8.777 | 6,00 | 1 | |||||
| 2025-10-31 | 13F | Latitude Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 1.965 | 35,89 | 165 | 42,61 | ||||
| 2025-11-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 262 | 0,00 | 23 | 9,52 | ||||
| 2025-11-14 | 13F | Fairview Capital Investment Management, Llc | 5.565 | 0,00 | 495 | 6,22 | ||||
| 2025-11-05 | 13F | Kondo Wealth Advisors, Inc. | 7.556 | -6,76 | 672 | -1,61 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-27 | 13F | Bangor Savings Bank | 180 | 0,00 | 16 | 6,67 | ||||
| 2025-11-12 | 13F | Us Bancorp \de\ | 18.097 | 0,91 | 1.610 | 7,20 | ||||
| 2025-11-19 | 13F/A | First Commonwealth Financial Corp /pa/ | 14.199 | -0,29 | 1.263 | 5,96 | ||||
| 2025-11-06 | 13F | Western Wealth Management, LLC | 115.648 | -0,04 | 10.288 | 6,19 | ||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 7.868 | -3,20 | 700 | 2,79 | ||||
| 2025-11-24 | 13F | Cherry Tree Wealth Management, LLC | 2.562 | 2,56 | 228 | 8,61 | ||||
| 2025-10-09 | 13F | Bartlett & Co. Wealth Management Llc | 637 | 0,00 | 57 | 5,66 | ||||
| 2025-10-07 | 13F | Nova Wealth Management, Inc. | 1.222 | -70,77 | 109 | -69,14 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 869 | 0,00 | 75 | 7,25 | ||||
| 2025-11-14 | 13F | Scotia Capital Inc. | 4.411 | -14,53 | 392 | -9,26 | ||||
| 2025-11-12 | 13F | Potomac Fund Management Inc /adv | 222.766 | 19.817 | ||||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 6.893.933 | 2,91 | 577.298 | 7,91 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 13.782 | 1,14 | 1.226 | 7,45 | ||||
| 2025-11-14 | 13F | Alliancebernstein L.p. | 8.495 | 0,00 | 756 | 6,19 | ||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 2.278 | 203 | ||||||
| 2025-10-23 | 13F | Evolution Wealth Management Inc. | 506 | -13,06 | 45 | -6,25 | ||||
| 2025-11-04 | 13F | Mutual Advisors, LLC | 7.156 | -0,82 | 640 | 3,06 | ||||
| 2025-11-03 | 13F | Bank of New York Mellon Corp | 6.579 | -97,05 | 585 | -96,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-11-12 | 13F | Redwood Financial Network Corp | 8.911 | -29,49 | 793 | -25,14 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 97.224 | -4,04 | 8.647 | 1,71 | ||||
| 2025-11-14 | 13F | Horizon Investments, LLC | 43.090 | 5,83 | 3.832 | 12,44 | ||||
| 2025-11-14 | 13F | Prudential Plc | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | B.O.S.S. Retirement Advisors, LLC | 4.280 | -15,10 | 381 | -9,95 | ||||
| 2025-10-16 | 13F | Regent Peak Wealth Advisors LLC | 4.370 | -8,52 | 389 | 1,84 | ||||
| 2025-10-20 | 13F | Meridian Financial, LLC | 43.957 | 9,21 | 3.910 | 16,02 | ||||
| 2025-11-07 | 13F | Rothschild Investment Llc | 6.838 | 3,06 | 608 | 9,55 | ||||
| 2025-10-31 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Connable Office Inc | 436.306 | 39,55 | 38.814 | 48,25 | ||||
| 2025-10-22 | 13F | Galvin, Gaustad & Stein, LLC | 4.400 | 0,00 | 391 | 6,25 | ||||
| 2025-11-07 | 13F | NewEdge Wealth, LLC | 342.114 | -23,95 | 30.281 | -21,27 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 14.987 | 45,76 | 1.255 | 47,30 | ||||
| 2025-10-16 | 13F | Sheets Smith Wealth Management | 13.530 | -1,30 | 1.204 | 4,88 | ||||
| 2025-11-14 | 13F | NFP Retirement, Inc. | 7.540 | 0,00 | 631 | 0,00 | ||||
| 2025-10-30 | 13F | Triad Wealth Partners, LLC | 25.916 | 12,43 | 2.305 | 19,43 | ||||
| 2025-10-16 | 13F | Halbert Hargrove Global Advisors, Llc | 2.523 | 0,00 | 224 | 6,16 | ||||
| 2025-10-14 | 13F | Key Client Fiduciary Advisors, LLC | 8.664 | -0,64 | 771 | 5,48 | ||||
| 2025-10-22 | 13F | Cerity Partners LLC | 343.845 | -9,44 | 30.588 | -3,79 | ||||
| 2025-11-14 | 13F | Mpwm Advisory Solutions, Llc | 192 | 35,21 | 17 | 54,55 | ||||
| 2025-11-12 | 13F | Comprehensive Financial Planning, Inc./PA | 27.091 | 8,26 | 2.410 | 14,99 | ||||
| 2025-10-28 | 13F | Lodestar Private Asset Management Llc | 81.632 | -0,36 | 7.262 | 5,85 | ||||
| 2025-10-31 | 13F/A | Seelaus Asset Management LLC | 3.428 | -4,03 | 305 | 1,67 | ||||
| 2025-11-12 | 13F | Northstar Financial Companies, Inc. | 3.836 | 0,21 | 341 | 6,56 | ||||
| 2025-10-24 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14.950 | 23,75 | 1.330 | 31,45 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-10-29 | 13F | Meitav Dash Investments Ltd | 4.755 | -2,64 | 422 | 3,43 | ||||
| 2025-10-29 | 13F | Parsons Capital Management Inc/ri | 9.654 | -10,19 | 859 | -4,67 | ||||
| 2025-10-27 | 13F | Klingman & Associates, LLC | 7.353 | 0,00 | 654 | 6,34 | ||||
| 2025-11-10 | 13F | Wharton Business Group, LLC | 10.345 | 0,00 | 920 | |||||
| 2025-10-22 | 13F | Almanack Investment Partners, LLC. | 23.954 | -1,08 | 2.131 | 5,08 | ||||
| 2025-11-14 | 13F | IHT Wealth Management, LLC | 105.517 | -0,09 | 9.387 | 6,13 | ||||
| 2025-11-05 | 13F | Spinnaker Trust | 4.980 | 0,00 | 443 | 6,24 | ||||
| 2025-10-20 | 13F | Bravias Capital Group, LLC | 22.041 | 2,05 | 1.961 | 8,41 | ||||
| 2025-10-03 | 13F | Summit Financial Wealth Advisors, LLC | 3.796 | 0,00 | 338 | 6,62 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 2.828 | 0,00 | 237 | 4,89 | ||||
| 2025-10-10 | 13F | Trust Point Inc. | 9.696 | 0,00 | 863 | 6,29 | ||||
| 2025-11-12 | 13F | Level Four Advisory Services, Llc | 10.206 | -10,67 | 908 | -5,13 | ||||
| 2025-11-04 | 13F | Howard Capital Management Inc. | 75.820 | 8,07 | 6.745 | 14,79 | ||||
| 2025-10-28 | 13F | Avantra Family Wealth, Inc. | 12.085 | -0,32 | 1.075 | 5,91 | ||||
| 2025-11-06 | 13F | Johnson Investment Counsel Inc | 11.137 | 5,06 | 991 | 11,61 | ||||
| 2025-10-21 | 13F | Mayfair Advisory Group, LLC | 10.812 | 1,96 | 962 | 5,14 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 23.038 | 1.929 | ||||||
| 2025-11-12 | 13F | IFG Advisory, LLC | 130.998 | 10,10 | 11.654 | 16,96 | ||||
| 2025-11-04 | 13F | Independent Advisor Alliance | 4.535 | 8,67 | 403 | 15,47 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-22 | 13F | David R. Rahn & Associates Inc. | 21.320 | 0,00 | 1.897 | 6,22 | ||||
| 2025-10-22 | 13F | CoreCap Advisors, LLC | 16.201 | 0,32 | 1.441 | 6,58 | ||||
| 2025-11-10 | 13F | Sigma Planning Corp | 17.733 | -3,09 | 1.578 | 2,94 | ||||
| 2025-11-03 | 13F | Cahill Financial Advisors Inc | 258.432 | 1,71 | 22.990 | 8,05 | ||||
| 2025-11-14 | 13F | National Bank Of Canada /fi/ | 12.582 | -1,89 | 1.120 | 3,80 | ||||
| 2025-10-20 | 13F | IAM Advisory, LLC | 801.369 | 0,74 | 71.290 | 7,02 | ||||
| 2025-11-12 | 13F | Alpha Zero LLC | 108.615 | 5,65 | 9.662 | 12,23 | ||||
| 2025-11-12 | 13F | Future Fund LLC | 8.891 | 0,00 | 791 | 6,18 | ||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 172.084 | 118,25 | 15.309 | 131,87 | ||||
| 2025-11-10 | 13F | Optiver Holding B.V. | 911 | 81 | ||||||
| 2025-11-13 | 13F | SNS Financial Group, LLC | 699.778 | 0,13 | 62.252 | 6,38 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 75.238 | -0,91 | 6.693 | 5,27 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-17 | 13F | WJ Wealth Management, LLC | 4.000 | 0,00 | 356 | 6,29 | ||||
| 2025-11-14 | 13F | VestGen Advisors, LLC | 382.777 | 2,09 | 34.052 | 6,99 | ||||
| 2025-11-06 | 13F | Wedbush Securities Inc | 9.621 | 20,88 | 1 | |||||
| 2025-11-05 | 13F | Prasad Wealth Partners, LLC | 3.892 | 0,23 | 346 | 6,46 | ||||
| 2025-11-26 | 13F/A | Jpmorgan Chase & Co | 630.753 | 6,11 | 56.112 | 12,72 | ||||
| 2025-11-14 | 13F | StoneX Group Inc. | 5.952 | 1,41 | 529 | 7,74 | ||||
| 2025-11-05 | 13F | Kraft, Davis & Associates, LLC | 109.121 | -27,06 | 9.761 | -24,20 | ||||
| 2025-11-14 | 13F | Redwood Investment Management, Llc | 3.994 | -61,84 | 0 | |||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Aptus Capital Advisors, LLC | 9.848 | 78,50 | 876 | 89,61 | ||||
| 2025-10-15 | 13F | Mb, Levis & Associates, Llc | 167.785 | -0,63 | 14.926 | 5,57 | ||||
| 2025-11-10 | 13F | Resources Investment Advisors, LLC. | 511.036 | -1,19 | 45.462 | 4,97 | ||||
| 2025-11-04 | 13F | Capital Management Corp /va | 2.700 | 0,00 | 240 | 6,19 | ||||
| 2025-11-13 | 13F | Parallel Advisors, LLC | 830 | 83,22 | 74 | 97,30 | ||||
| 2025-10-31 | 13F | Emerald Investment Partners, Llc | 38 | 0,00 | 3 | 0,00 | ||||
| 2025-11-17 | 13F | Eaton Financial Holdings Company, LLC | 127.813 | -1,68 | 11.370 | 4,45 | ||||
| 2025-10-17 | 13F | Ffg Retirement Advisors Llc | 68.313 | 5,07 | 6.077 | 11,63 | ||||
| 2025-11-05 | 13F | Cm Wealth Advisors Llc | 4.722 | 420 | ||||||
| 2025-11-07 | 13F | Fifth Third Bancorp | 6.789 | 1,94 | 604 | 8,26 | ||||
| 2025-10-21 | 13F | RVW Wealth, LLC | 822.644 | 2,28 | 73.182 | 8,66 | ||||
| 2025-11-12 | 13F | Palo Alto Wealth Advisors, Llc | 236.775 | 3,11 | 21.222 | 10,36 | ||||
| 2025-10-27 | 13F | Td Private Client Wealth Llc | 18.114 | 86,80 | 1.611 | 98,40 | ||||
| 2025-11-05 | 13F | Gallacher Capital Management LLC | 4.387 | 0,00 | 390 | 6,27 | ||||
| 2025-10-28 | 13F | Darrow Company, Inc. | 114.633 | 6,41 | 10.212 | 13,23 | ||||
| 2025-11-12 | 13F | Tiaa Trust, National Association | 6.386 | 1,83 | 568 | 8,19 | ||||
| 2025-10-21 | 13F | Global Retirement Partners, LLC | 23.620 | -0,60 | 2.101 | 5,63 | ||||
| 2025-10-31 | 13F | Cheviot Value Management, LLC | 571 | -1,21 | 52 | 4,08 | ||||
| 2025-11-04 | 13F | Cornerstone Wealth Management, LLC | 7.793 | 7,79 | 693 | 14,55 | ||||
| 2025-11-06 | 13F | Waterfront Wealth Inc. | 4.405 | -18,09 | 392 | -12,89 | ||||
| 2025-11-07 | 13F | L & S Advisors Inc | 4.813 | -1,15 | 428 | 5,16 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Keybank National Association/oh | 28.637 | -0,26 | 2.548 | 5,95 | ||||
| 2025-10-14 | 13F | LongView Wealth Management | 4.268 | 25,68 | 380 | 33,45 | ||||
| 2025-09-26 | NP | BLUX - Bluemonte Dynamic Total Market ETF | 25 | 2 | ||||||
| 2025-11-10 | 13F | Citigroup Inc | 10.971 | -8,12 | 976 | -2,40 | ||||
| 2025-11-13 | 13F | Fmr Llc | 51.177 | 2,56 | 4.553 | 8,95 | ||||
| 2025-11-10 | 13F | Cozad Asset Management Inc | 4.175 | 0,00 | 371 | 6,30 | ||||
| 2025-11-12 | 13F | Rsm Us Wealth Management Llc | 53.616 | -0,67 | 4.770 | 5,51 | ||||
| 2025-11-14 | 13F | CI Private Wealth, LLC | 84.038 | 26,94 | 7.476 | 34,87 | ||||
| 2025-11-14 | 13F | Sykon Capital Llc | 4.192 | -0,31 | 373 | 5,68 | ||||
| 2025-10-17 | 13F | Melone Private Wealth, LLC | 135.036 | 11,40 | 12.013 | 18,77 | ||||
| 2025-11-13 | 13F | Franklin Resources Inc | 41.741 | 2,78 | 3.713 | 9,21 | ||||
| 2025-11-07 | 13F | Signet Financial Management, Llc | 6.896 | 0,41 | 613 | 6,61 | ||||
| 2025-11-04 | 13F | Thrivent Financial For Lutherans | 145.843 | -25,05 | 13 | -25,00 | ||||
| 2025-10-29 | 13F | Intrua Financial, LLC | 469.554 | 19,08 | 41.771 | 26,51 | ||||
| 2025-10-29 | 13F | Arkadios Wealth Advisors | 23.781 | 10,01 | 2.116 | 16,85 | ||||
| 2025-10-23 | 13F | Duncker Streett & Co Inc | 50 | 4 | ||||||
| 2025-11-14 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2025-10-08 | 13F | Legacy Private Trust Co. | 5.031 | 0,00 | 448 | 6,18 | ||||
| 2025-10-24 | 13F | Atlantic Edge Private Wealth Management, LLC | 81 | 0,00 | 7 | 16,67 | ||||
| 2025-11-14 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Truvestments Capital Llc | 49 | 0,00 | 4 | 0,00 | ||||
| 2025-11-06 | 13F | Latko Wealth Management, Ltd. | 34.453 | 3.065 | ||||||
| 2025-10-24 | 13F | Deltec Asset Management Llc | 6.300 | 0,00 | 560 | 6,26 | ||||
| 2025-11-13 | 13F | Baird Financial Group, Inc. | 85.254 | 4,89 | 7.584 | 11,43 | ||||
| 2025-11-06 | 13F | Midwest Trust Co | 8.710 | -6,46 | 775 | -0,64 | ||||
| 2025-10-21 | 13F | Retirement Guys Formula Llc | 19.332 | -1,27 | 1.720 | 4,88 | ||||
| 2025-10-24 | 13F | Heck Capital Advisors, LLC | 198.429 | -6,65 | 17.652 | -0,83 | ||||
| 2025-11-12 | 13F | Fiduciary Group LLC | 91.701 | 8,63 | 8.158 | 15,39 | ||||
| 2025-11-14 | 13F | XTX Topco Ltd | 3.933 | 350 | ||||||
| 2025-10-30 | 13F | CVA Family Office, LLC | 10.593 | 0,05 | 942 | 6,32 | ||||
| 2025-10-29 | 13F | HHM Wealth Advisors, LLC | 4.028 | 5,28 | 358 | 11,88 | ||||
| 2025-11-24 | 13F | CIBC Private Wealth Group, LLC | 5.935 | 64,86 | 528 | 75,08 | ||||
| 2025-11-14 | 13F | United Capital Financial Advisers, Llc | 79.456 | -1,43 | 7.068 | 4,71 | ||||
| 2025-10-30 | 13F | Covestor Ltd | 350 | -20,63 | 0 | |||||
| 2025-11-12 | 13F | Stifel Financial Corp | 456.910 | 2,38 | 40.647 | 8,76 | ||||
| 2025-10-27 | 13F | Grimes & Company, Inc. | 2.682 | 0,37 | 239 | 6,73 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Cornerstone Planning Group LLC | 4 | -89,74 | 1 | -100,00 | ||||
| 2025-10-27 | 13F | WealthPlan Investment Management, LLC | 27.864 | -6,88 | 2.479 | -1,08 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Golden State Equity Partners | 87.546 | -2,31 | 7.788 | 3,78 | ||||
| 2025-11-14 | 13F | Cetera Investment Advisers | 2.449.019 | 25,31 | 217.865 | 33,13 | ||||
| 2025-10-30 | 13F | First Business Financial Services, Inc. | 2.543 | 0,00 | 226 | 6,60 | ||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 398.467 | 0,07 | 35.449 | 6,31 | ||||
| 2025-11-14 | 13F | Wiley Bros.-aintree Capital, Llc | 81.095 | 3,26 | 7.214 | 10,04 | ||||
| 2025-10-28 | 13F | Retirement Investment Advisors, Inc. | 2.321 | -47,85 | 206 | -44,62 | ||||
| 2025-08-14 | 13F | Family Management Corp | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Flagship Harbor Advisors, Llc | 113.339 | -0,99 | 10.083 | 5,19 | ||||
| 2025-11-14 | 13F | Brown Advisory Inc | 71.317 | 11,61 | 6.344 | 18,58 | ||||
| 2025-11-05 | 13F | Capital Investment Advisory Services, LLC | 59.097 | -0,11 | 5.257 | 6,12 | ||||
| 2025-11-04 | 13F | Money Concepts Capital Corp | 45.814 | 9,99 | 4.076 | 16,83 | ||||
| 2025-10-10 | 13F | Signal Advisors Wealth, LLC | 4.103 | 28,98 | 365 | 37,22 | ||||
| 2025-11-14 | 13F | Great Valley Advisor Group, Inc. | 181.894 | -12,68 | 16.181 | -7,24 | ||||
| 2025-10-21 | 13F | Brookwood Investment Group LLC | 3.370 | 0,00 | 300 | 6,03 | ||||
| 2025-11-03 | 13F | GPS Wealth Strategies Group, LLC | 295.622 | -4,26 | 26.298 | 1,71 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Call | 2.700 | 240 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Rehmann Capital Advisory Group | 7.009 | 0,14 | 624 | 6,31 | ||||
| 2025-11-14 | 13F | Ausdal Financial Partners, Inc. | 60.748 | 1,02 | 5.404 | 7,33 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-10 | 13F | Navigoe, LLC | 1.194 | 0 | ||||||
| 2025-10-21 | 13F | Sentinel Pension Advisors Inc | 28.098 | -1,12 | 2.500 | 5,04 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 26.388 | -4,72 | 2.347 | 1,21 | ||||
| 2025-11-03 | 13F | Tidemark, LLC | 755 | 0,00 | 67 | 6,35 | ||||
| 2025-10-09 | 13F | Garrett Investment Advisors LLC | 153.457 | -21,22 | 13.652 | -16,30 | ||||
| 2025-10-28 | 13F | Silverlake Wealth Management Llc | 14.190 | -0,04 | 1.262 | 6,23 | ||||
| 2025-11-07 | 13F/A | Summit Investment Advisory Services, LLC | 22.735 | -0,10 | 2.022 | 6,14 | ||||
| 2025-10-10 | 13F | Focus Financial Network, Inc. | 174.915 | 0,37 | 15.560 | 6,63 | ||||
| 2025-10-28 | 13F | Impact Capital Partners LLC | 4.127 | 367 | ||||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Raymond James Financial Inc | 3.423.652 | -3,30 | 304.568 | 2,73 | ||||
| 2025-10-23 | 13F | Spire Wealth Management | 226 | 0,00 | 20 | 11,11 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-10-24 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1.000 | -45,05 | 89 | -41,45 | ||||
| 2025-11-04 | 13F | Mission Wealth Management, Lp | 4.219 | 0,21 | 375 | 6,53 | ||||
| 2025-10-15 | 13F | Private Trust Co Na | 15.659 | -6,50 | 1.393 | -0,64 | ||||
| 2025-10-10 | 13F | Thomasville National Bank | 58.515 | -1,85 | 5.205 | 4,27 | ||||
| 2025-11-14 | 13F | Rockefeller Capital Management L.P. | 726.566 | -10,39 | 64.635 | -4,81 | ||||
| 2025-11-13 | 13F | Visionary Wealth Advisors | 4.530 | -2,83 | 403 | 3,08 | ||||
| 2025-10-09 | 13F | Astoria Portfolio Advisors LLC. | 32.174 | 0,04 | 2.868 | 3,88 | ||||
| 2025-11-12 | 13F | Claro Advisors LLC | 11.315 | 197,14 | 1.007 | 216,35 | ||||
| 2025-10-22 | 13F | Greenleaf Trust | 4.157 | 0,00 | 370 | 6,03 | ||||
| 2025-10-09 | 13F | Dynamic Advisor Solutions LLC | 48.777 | 7,95 | 4.339 | 14,70 | ||||
| 2025-10-14 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Total Clarity Wealth Management, Inc. | 5.187 | -0,80 | 461 | 5,49 | ||||
| 2025-10-06 | 13F | Venture Visionary Partners LLC | 184.106 | 12,42 | 16.378 | 19,43 | ||||
| 2025-10-24 | 13F | Clearview Wealth Advisors LLC | 2.623 | -10,42 | 233 | -4,90 | ||||
| 2025-10-29 | 13F | Element Wealth, LLC | 7.305 | 44,74 | 650 | 53,79 | ||||
| 2025-10-02 | 13F | GAMMA Investing LLC | 1.526 | 42,75 | 136 | 51,69 | ||||
| 2025-11-12 | 13F | Empirical Asset Management, LLC | 8.260 | 9,17 | 735 | 15,96 | ||||
| 2025-10-07 | 13F | Team Financial Group, LLC | 381.734 | 1,44 | 33.959 | 7,76 | ||||
| 2025-10-07 | 13F | Thrive Wealth Management, LLC | 7.478 | 8,58 | 665 | 15,45 | ||||
| 2025-11-12 | 13F | Arete Wealth Advisors, LLC | 5.002 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | S&t Bank/pa | 316 | 0,00 | 28 | 7,69 | ||||
| 2025-10-20 | 13F | Keystone Financial Group, Inc. | 740 | 21,11 | 66 | 27,45 | ||||
| 2025-11-04 | 13F | Taiyo Life Insurance Co | 525.000 | 0,00 | 47 | 6,98 | ||||
| 2025-10-29 | 13F | Bfsg, Llc | 317 | 0,00 | 28 | 7,69 | ||||
| 2025-10-24 | 13F | Narwhal Capital Management | 21.779 | 0,00 | 1.937 | 6,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-10-17 | 13F | Indiana Trust & Investment Management CO | 227 | -26,77 | 20 | -20,00 | ||||
| 2025-11-13 | 13F | Solano Wealth Investment Advisors LLC | 162.448 | 2,40 | 14.451 | 8,79 | ||||
| 2025-10-27 | 13F | Stephens Inc /ar/ | 3.246 | 0,00 | 289 | 6,27 | ||||
| 2025-11-06 | 13F | Waterway Wealth Management, LLC | 46.277 | -27,54 | 4.117 | -23,01 | ||||
| 2025-11-07 | 13F | HighTower Advisors, LLC | 2.914.632 | 2,30 | 259.284 | 8,68 | ||||
| 2025-11-14 | 13F | Warren Averett Asset Management, LLC | 74.312 | 44,37 | 6.611 | 53,36 | ||||
| 2025-11-06 | 13F | Fundamentun, Llc | 902.464 | 3,16 | 80.283 | 9,59 | ||||
| 2025-11-07 | 13F | Wealthcare Advisory Partners LLC | 117.266 | 2,60 | 10.432 | 8,99 | ||||
| 2025-10-23 | 13F | Etesian Wealth Advisors, Inc. | 29.542 | 23,27 | 2.628 | 31,01 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-17 | 13F/A | Strive Asset Management, LLC | 3.914 | -41,43 | 348 | -37,75 | ||||
| 2025-11-14 | 13F | Summit Financial, LLC | 42.846 | 3.812 | ||||||
| 2025-11-14 | 13F | Northern Trust Corp | 22.459 | 4,02 | 1.998 | 10,45 | ||||
| 2025-11-12 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | Triangle Securities Wealth Management | 4.545 | -1,62 | 404 | 4,66 | ||||
| 2025-11-10 | 13F | Colonial Trust Co / SC | 9.825 | 0,00 | 874 | 6,33 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 0 | 0 | ||||||
| 2025-10-14 | 13F | GLOBALT Investments LLC / GA | 29.146 | -5,66 | 2.593 | 0,19 | ||||
| 2025-11-05 | 13F | Envestnet Asset Management Inc | 2.280.330 | 7,22 | 202.858 | 13,91 | ||||
| 2025-11-14 | 13F | Larson Financial Group LLC | 894.688 | 40,21 | 79.591 | 48,95 | ||||
| 2025-11-10 | 13F | Somerville Kurt F | 4.500 | 0,00 | 400 | 6,38 | ||||
| 2025-11-07 | 13F | Cidel Asset Management Inc | 5.139 | 10,78 | 457 | 17,78 | ||||
| 2025-10-09 | 13F | Archer Investment Management, LLC | 60.228 | 3,23 | 5.358 | 9,66 | ||||
| 2025-11-14 | 13F | Virtu Financial LLC | 7.736 | 209,69 | 1 | |||||
| 2025-11-10 | 13F | Hartland & Co., LLC | 6.193 | -0,24 | 551 | 5,97 | ||||
| 2025-11-07 | 13F | Serenus Wealth Advisors, LLC | 371.131 | -3,58 | 33.016 | 2,43 | ||||
| 2025-11-13 | 13F | Kohmann Bosshard Financial Services, LLC | 2.893 | 257 | ||||||
| 2025-10-09 | 13F | Independence Bank of Kentucky | 1.371 | 0,00 | 122 | 6,14 | ||||
| 2025-11-05 | 13F | Key FInancial Inc | 1.706 | 0,00 | 152 | 7,04 | ||||
| 2025-11-06 | 13F | Aspire Capital Advisors LLC | 365.036 | 1,61 | 32.474 | 7,94 | ||||
| 2025-11-12 | 13F | Kingsview Wealth Management, LLC | 3.096 | -10,18 | 275 | -4,51 | ||||
| 2025-10-30 | 13F | Avidian Wealth Solutions, LLC | 126.872 | 7,56 | 11.287 | 14,27 | ||||
| 2025-10-16 | 13F | Hengehold Capital Management Llc | 185.376 | 2,91 | 16.491 | 9,33 | ||||
| 2025-11-24 | 13F | TD Capital Management LLC | 132.563 | 3,77 | 11.793 | 10,23 | ||||
| 2025-09-26 | NP | AAAA - Amplius Aggressive Asset Allocation ETF | 44.618 | 3.799 | ||||||
| 2025-10-03 | 13F | Breakwater Investment Management | 3.162 | 61,00 | 281 | 71,34 | ||||
| 2025-10-06 | 13F | Fragasso Group Inc. | 26.190 | 2,13 | 2.338 | 8,85 | ||||
| 2025-10-28 | 13F | Well Done, LLC | 13.911 | -0,97 | 1.238 | 5,19 | ||||
| 2025-11-04 | 13F | Compass Financial Services Inc | 323.502 | 6,07 | 28.779 | 12,68 | ||||
| 2025-11-12 | 13F | Muirfield Wealth Advisors Llc | 12.805 | 0,02 | 1.139 | 6,25 |
Other Listings
| US:DGRW | 88,49 $ |
