Grundlegende Statistiken
| Institutionelle Eigentümer | 580 total, 580 long only, 0 short only, 0 long/short - change of 1,07% MRQ |
| Durchschnittliche Portfolioallokation | 0.5746 % - change of -23,29% MRQ |
| Institutionelle Anteile (Long) | 105.533.809 (ex 13D/G) - change of -1,03MM shares -4,49% MRQ |
| Institutioneller Wert (Long) | $ 5.597.358 USD ($1000) |
Zusammenfassung der institutionellen Aktivitäten
Basierend auf den jüngsten gemeldeten und offengelegten 13F-, NPORT- und Beneficial-Ownership-Meldungen. Da behördliche Meldungen zeitverzögert erfolgen, spiegeln diese Zahlen eine Meldeverzögerung wider und geben nicht die Eigentumsverhältnisse in Echtzeit wieder.
Eigentumsfluss
Käufer Erhöhung 237
Verkäufer Verringerung 156
Unverändert188
Neu gemeldet61
Ausgestiegen / nicht mehr gemeldet72
Veränderung des Aktienbestands (netto)
Erhöhung
5,086,805
Nettowert geändert
Verringerung
-9,117,730.21
Neu / Ausgeschieden
Neu gemeldet61
Neue Aktien7,178,841
Neuer Wert384,009.84
Ausgestiegen / nicht mehr gemeldet72
Frühere Anteile veräußert1,799,540
Vorheriger Wert beendet10,054,060.00
Konzentration
Gesamtzahl der offengelegten Aktien105,533,809
Höchste 5-Konzentration30,35 %
Höchste 10-Konzentration42,83 %
Basierend auf den offengelegten Anteilen.
Frische beim Feilen
Datum des neuesten BerichtsS 30
Datum der neuesten DateiO 19
Durchschnittliche Berichtsverzögerung
32 Tage
Inhaber veralteter Positionen1
Neue Einreichungen99,85 %
Keine neuere Einreichung seit mehr als 180 Tagen
„Stale“ bedeutet, dass für den Inhaber keine neuere Einreichung festgestellt wurde.
Aufschlüsselung nach Quellen
| Quelle | Eigentümer | Aktien | Wert | % Anteile |
|---|---|---|---|---|
| 13F-Institutionen | 647 | 104,952,513 | 5,570,285.02 | 99,45 % |
| NPORT-Fonds | 7 | 581,296 | 27,684.77 | 0,55 % |
13F: vierteljährliche Bestände institutioneller Anleger. NPORT: Portfoliobestände von Fonds. Aktivistische Investoren (13D/G): Meldungen über wirtschaftliche Eigentumsverhältnisse von mehr als 5 %.
Gemeldetes Options-Exposure institutioneller Anleger
Keine gemeldeten Optionspositionen.
Institutionelle Eigentumsverhältnisse und Aktionäre
Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF (MX:PRF) hat 580 Institutionelle Eigentümer und Aktionäre, die Formulare 13D/G oder 13F bei der Securities and Exchange Commission (SEC) eingereicht haben. Diese Institute halten insgesamt 105,533,809 Aktien. Zu den größten Aktionären gehören Bank Of America Corp /de/, Ameriprise Financial Inc, Pnc Financial Services Group, Inc., Envestnet Asset Management Inc, Warren Averett Asset Management, LLC, Mariner, LLC, LPL Financial LLC, Commonwealth Equity Services, Llc, Wells Fargo & Company/mn, and D.a. Davidson & Co. .
Die Struktur der institutionellen Beteiligungen an Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF (BMV:PRF) zeigt die aktuellen Positionen von Institutionen und Fonds am Unternehmen sowie die jüngsten Veränderungen der Positionsgrößen. Zu den Großaktionären können Privatanleger, Investmentfonds, Hedgefonds oder Institutionen zählen. Das Formular Schedule 13D weist darauf hin, dass der Investor mehr als 5 % des Unternehmens hält (oder hielt) und beabsichtigt (oder beabsichtigte), aktiv eine Änderung der Geschäftsstrategie voranzutreiben. Schedule 13G signalisiert eine passive Beteiligung von mehr als 5 %.
Fonds-Sentiment-Score
Der Fund Sentiment Score (ehemals Ownership Accumulation Score) ermittelt jene Aktien, die von Investmentfonds am stärksten gekauft werden. Er basiert auf einem ausgefeilten, quantitativen Multifaktorenmodell, das Unternehmen mit der stärksten institutionellen Akkumulation identifiziert. Das Bewertungsmodell nutzt eine Kombination aus dem Gesamtanstieg der ausgewiesenen Eigentümer, den Veränderungen der Portfolioallokationen dieser Eigentümer sowie weiteren Kennzahlen. Der Wert reicht von 0 bis 100, wobei höhere Werte auf eine stärkere Akkumulation im Vergleich zu anderen Unternehmen (Peers) hinweisen und 50 den Durchschnitt darstellt.
Aktualisierungshäufigkeit: Täglich
Siehe Ownership Explorer; dieser bietet eine Liste der am höchsten platzierten Unternehmen.
13F- und NPORT-Meldungen
Details zu 13F-Meldungen sind kostenlos. Für Details zu NP-Meldungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen kennzeichnen neue Positionen. Rote Zeilen kennzeichnen geschlossene Positionen. Klicken Sie auf den Link bzw. das Symbol , um den vollständigen Transaktionsverlauf anzuzeigen.
Upgrade
um Premium-Daten freizuschalten und nach Excel zu exportieren 
.
| Dateidatum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Ausgewiesener Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-10-16 | 13F | IFP Advisors, Inc | 24.340 | 0,16 | 1.325 | 0,84 | ||||
| 2026-08-11 | 13F | Blair William & Co/il | 173.883 | 13,10 | 9.395 | 28,56 | ||||
| 2026-10-09 | 13F | Paragon Capital Management Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-21 | 13F | Walsh & Associates, LLC | 184 | 0,00 | 10 | 12,50 | ||||
| 2026-08-03 | 13F | Savvy Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 8.410 | 0,36 | 400 | 1,53 | ||||
| 2026-10-16 | 13F | Berman McAleer LLC | 1.544.416 | -0,93 | 84.063 | -0,20 | ||||
| 2026-07-24 | 13F | Bartlett & Co. Wealth Management Llc | 3.243 | 0,00 | 175 | 5,42 | ||||
| 2026-08-14 | 13F | Raymond James Financial Inc | 1.539.147 | 2,39 | 83.160 | 16,40 | ||||
| 2026-07-20 | 13F/A | Merit Financial Group, LLC | 44.623 | -0,23 | 2.411 | 13,41 | ||||
| 2026-07-24 | 13F | Trinity Legacy Partners, LLC | 210.581 | -4,75 | 11.515 | 4,50 | ||||
| 2026-08-07 | 13F | Estate Counselors, LLC | 10.975 | 58,03 | 593 | 79,39 | ||||
| 2026-10-19 | 13F | Arlington Financial Advisors, LLC | 183.173 | -3,89 | 9.970 | -3,18 | ||||
| 2026-07-23 | 13F | Insight Inv LLC | 5.205 | 0,00 | 281 | 13,77 | ||||
| 2026-07-21 | 13F | Precedent Wealth Partners, Llc | 95.877 | -4,25 | 5.180 | 8,85 | ||||
| 2026-10-08 | 13F | GAMMA Investing LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-10-10 | 13F | Fermata Advisors, LLC | 5.243 | 0,15 | 285 | 1,06 | ||||
| 2026-10-15 | 13F | Ronald Blue Trust, Inc. | 1.482 | 573,64 | 81 | 627,27 | ||||
| 2026-08-12 | 13F | Advisory Services Network, LLC | 7.812 | -0,10 | 422 | 13,75 | ||||
| 2026-07-27 | 13F | Koshinski Asset Management, Inc. | 11.533 | 4,27 | 623 | 18,67 | ||||
| 2026-07-28 | 13F | BRYN MAWR TRUST Co | 443 | 0,00 | 24 | 9,52 | ||||
| 2026-08-13 | 13F | Osbon Capital Management Llc | 945 | 0,00 | 51 | 15,91 | ||||
| 2026-08-14 | 13F | Quadrant Capital Group Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-10-13 | 13F | Forteris Wealth Management Inc. | 70.261 | 0,35 | 3.824 | 1,11 | ||||
| 2026-08-04 | 13F | Rossby Financial, LCC | 325 | 0,00 | 18 | 13,33 | ||||
| 2026-10-13 | 13F | Wealth Enhancement Advisory Services, Llc | 904.098 | 2,41 | 50.051 | 4,06 | ||||
| 2026-07-23 | 13F | Ted Buchan & Co | 321.769 | -1,01 | 17.385 | 12,53 | ||||
| 2026-08-03 | 13F | Modera Wealth Management, LLC | 35.123 | -4,59 | 1.898 | 8,46 | ||||
| 2026-10-13 | 13F | Downshift Financial, LLC | 1.305 | 0,31 | 71 | 1,43 | ||||
| 2026-08-12 | 13F | Aptus Capital Advisors, LLC | 12.048 | 26,24 | 651 | 43,49 | ||||
| 2026-10-08 | 13F | CoreCap Advisors, LLC | 11.485 | 3,24 | 625 | 3,99 | ||||
| 2026-07-24 | 13F | D.a. Davidson & Co. | 2.175.841 | 3,16 | 117.561 | 17,26 | ||||
| 2026-08-13 | 13F | Traction Financial Partners, LLC | 3.980 | -41,08 | 215 | -33,02 | ||||
| 2026-07-31 | 13F | Fourth Dimension Wealth, LLC | 10 | -99,88 | 1 | -100,00 | ||||
| 2026-08-04 | 13F | Osborne Partners Capital Management, Llc | 235.402 | -0,44 | 12.719 | 13,17 | ||||
| 2026-08-12 | 13F | Clear Harbor Asset Management, LLC | 315.376 | 0,03 | 17.040 | 13,71 | ||||
| 2026-07-29 | 13F | Ashton Thomas Private Wealth, LLC | 675 | 0,00 | 36 | 12,50 | ||||
| 2026-08-14 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-14 | 13F | Larson Financial Group LLC | 1.123.915 | 9,93 | 60.725 | 24,96 | ||||
| 2026-08-06 | 13F | Bell Investment Advisors, Inc | 49.530 | -0,15 | 2.676 | 13,53 | ||||
| 2026-08-11 | 13F | Mayfair Advisory Group, LLC | 3.960 | 215 | ||||||
| 2026-08-05 | 13F | Chapman Financial Group, Llc | 16.596 | 0,00 | 897 | 13,71 | ||||
| 2026-08-06 | 13F | Russell Investments Group, Ltd. | 2.189 | 95,45 | 118 | 122,64 | ||||
| 2026-10-16 | 13F | CRA Financial Services, LLC | 9.959 | 0,00 | 542 | 0,74 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-08-13 | 13F | Hantz Financial Services, Inc. | 1.985 | 0,00 | 0 | |||||
| 2026-10-16 | 13F | Sheets Smith Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-11 | 13F | Advisors Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-13 | 13F | Captrust Financial Advisors | 362.647 | -26,33 | 19.594 | 7,78 | ||||
| 2026-10-14 | 13F/A | Truefg, Llc | 10.016 | 0,00 | 545 | 0,74 | ||||
| 2026-08-21 | 13F | Envision Financial Transparency, LLC | 28.528 | 1.688 | ||||||
| 2026-10-14 | 13F | First Pacific Financial | 7.406 | 2,86 | 403 | 3,60 | ||||
| 2026-07-29 | 13F | Commonwealth Equity Services, Llc | 2.717.237 | 146.812 | ||||||
| 2026-08-10 | 13F | Johnson Financial Group, Inc. | 3.475 | 0,00 | 188 | 13,33 | ||||
| 2026-08-14 | 13F | Jones Financial Companies Lllp | 312.306 | 22,93 | 16.777 | 41,53 | ||||
| 2026-10-09 | 13F | Wedmont Private Capital | 9.961 | 551 | ||||||
| 2026-08-05 | 13F | HighPoint Advisor Group LLC | 8.685 | 25,91 | 469 | 43,43 | ||||
| 2026-08-07 | 13F | Novare Capital Management Llc | 37.270 | 0,01 | 2.014 | 13,66 | ||||
| 2026-10-14 | 13F | Mather Group, Llc. | 9.969 | 3,54 | 543 | 4,23 | ||||
| 2026-07-15 | 13F | Brookstone Capital Management | 4.717 | -13,56 | 255 | -1,93 | ||||
| 2026-07-24 | 13F | Sovereign Financial Group, Inc. | 26.022 | 16,08 | 1.406 | 31,92 | ||||
| 2026-07-29 | 13F | Reicon Wealth Advisors, Llc | 300 | 0,00 | 16 | 14,29 | ||||
| 2026-08-06 | 13F | Gs Investments, Inc. | 4.290 | 0,00 | 232 | 13,79 | ||||
| 2026-07-27 | 13F | EnRich Financial Partners LLC | 24.644 | 0,00 | 1.332 | 13,66 | ||||
| 2026-07-31 | 13F | Quadcap Wealth Management, LLC | 15.000 | 0,00 | 810 | 13,76 | ||||
| 2026-08-14 | 13F | Kcm Investment Advisors Llc | 8.565 | 0,00 | 463 | 13,51 | ||||
| 2026-08-11 | 13F | Providence Capital Advisors, LLC | 1.500 | 0,00 | 81 | 14,08 | ||||
| 2026-07-29 | 13F | Financial Advisory Service, Inc. | 5.113 | -3,60 | 276 | 9,52 | ||||
| 2026-07-27 | 13F | Blume Capital Management, Inc. | 1.836 | 0,00 | 99 | 13,79 | ||||
| 2026-08-10 | 13F | Regions Financial Corp | 19.816 | -0,12 | 1.071 | 13,59 | ||||
| 2026-07-24 | 13F | Barrett & Company, Inc. | 2.185 | -15,77 | 118 | -4,07 | ||||
| 2026-08-06 | 13F | Continuum Advisory, LLC | 528 | 29 | ||||||
| 2026-08-06 | 13F | AlphaCore Capital LLC | 767.465 | -5,11 | 41.466 | 7,87 | ||||
| 2026-07-31 | 13F | Jacobi Capital Management LLC | 74.919 | 6,30 | 4.048 | 20,84 | ||||
| 2026-08-06 | 13F | Rothschild Investment Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-17 | 13F | Grimes & Company, Inc. | 745.956 | -2,06 | 40.304 | 11,34 | ||||
| 2026-07-29 | 13F | HB Wealth Management, LLC | 43.580 | 21,08 | 2.355 | 37,66 | ||||
| 2026-08-05 | 13F | Smithfield Trust Co | 1.205 | 0,00 | 0 | |||||
| 2026-07-30 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-13 | 13F | Park Place Capital Corp | 4.446 | 0,32 | 240 | 14,29 | ||||
| 2026-06-26 | NP | BINT - Bluemonte Global Equity ETF | 0 | -100,00 | 0 | |||||
| 2026-07-21 | 13F | Rodgers & Associates, LTD | 229.435 | -1,82 | 12.396 | 11,61 | ||||
| 2026-07-23 | 13F | Welch Group, LLC | 9.285 | -0,76 | 502 | 12,84 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 0 | -100,00 | 0 | |||||
| 2026-07-22 | 13F | SJS Investment Consulting Inc. | 3.535 | -2,08 | 191 | 11,11 | ||||
| 2026-07-27 | 13F | Lodestar Private Asset Management Llc | 20.390 | -3,51 | 1.102 | 9,66 | ||||
| 2026-07-24 | 13F | Benjamin Edwards Inc | 5.461 | 0,00 | 295 | 13,90 | ||||
| 2026-07-31 | 13F | Belpointe Asset Management LLC | 3.860 | 209 | ||||||
| 2026-08-26 | 13F | Affinity Wealth Llc | 0 | 0 | ||||||
| 2026-08-14 | 13F | Qube Research & Technologies Ltd | 7.910 | 170,33 | 427 | 207,19 | ||||
| 2026-10-13 | 13F | Salem Investment Counselors Inc | 8.800 | 0,00 | 479 | 0,63 | ||||
| 2026-10-15 | 13F | Pacific Center for Financial Services | 4.131 | 225 | ||||||
| 2026-08-13 | 13F | CIBC World Markets Inc. | 18.906 | 3,88 | 1.021 | 18,17 | ||||
| 2026-08-12 | 13F | Coston, McIsaac & Partners | 1.475 | 0,00 | 0 | |||||
| 2026-07-22 | 13F | Cornerstone Wealth Management, LLC | 399.520 | 16,16 | 21.586 | 32,05 | ||||
| 2026-07-28 | 13F | Avantax Planning Partners, Inc. | 31.029 | 0,00 | 1.676 | 13,70 | ||||
| 2026-08-07 | 13F | Foster & Motley Inc | 10.143 | -3,23 | 1 | |||||
| 2026-08-13 | 13F | Pathstone Holdings, LLC | 518.814 | -2,88 | 28.032 | 10,40 | ||||
| 2026-08-11 | 13F | Cogent Strategic Wealth Llc | 4.500 | 0,00 | 243 | 14,08 | ||||
| 2026-10-16 | 13F | Wealthbridge Capital Management, Llc | 6.231 | 0,10 | 339 | 0,89 | ||||
| 2026-07-23 | 13F | Atlantic Edge Private Wealth Management, LLC | 2.821 | 0,00 | 152 | 13,43 | ||||
| 2026-08-19 | 13F/A | Mercer Global Advisors Inc /adv | 327.806 | 10,02 | 17.711 | 25,06 | ||||
| 2026-08-06 | 13F | Breakwater Investment Management | 5.600 | 0,00 | 303 | 13,53 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 0 | -100,00 | 0 | |||||
| 2026-10-15 | 13F | Cherry Tree Wealth Management, LLC | 4.890 | 0,00 | 266 | 0,76 | ||||
| 2026-08-10 | 13F | PlanVest Financial, Inc | 421 | 0,24 | 23 | 10,00 | ||||
| 2026-08-10 | 13F | SageView Advisory Group, LLC | 6.689 | 0,10 | 361 | 13,88 | ||||
| 2026-08-12 | 13F | Strategic Wealth Partners, Ltd. | 747 | -11,81 | 40 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-08-04 | 13F | Journey Advisory Group, LLC | 130.768 | -3,41 | 7.065 | 9,81 | ||||
| 2026-08-11 | 13F | Advisory Alpha, LLC | 4.111 | 222 | ||||||
| 2026-10-16 | 13F | Essex Savings Bank | 11.050 | -10,81 | 601 | -10,16 | ||||
| 2026-07-15 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 19.009 | 0,00 | 1.027 | 13,73 | ||||
| 2026-08-27 | 13F/A | CI Private Wealth, LLC | 582.979 | -23,18 | 31.498 | -12,38 | ||||
| 2026-10-16 | 13F | Fulcrum Wealth Advisors, Llc | 4.552 | 248 | ||||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-08-07 | 13F | IMG Wealth Management, Inc. | 1.310 | 0,00 | 71 | 12,90 | ||||
| 2026-08-12 | 13F | Rather & Kittrell, Inc. | 34.464 | 0,00 | 1.862 | 13,68 | ||||
| 2026-08-18 | 13F | Beacon Pointe Advisors, LLC | 56.782 | 0,03 | 3.068 | 13,68 | ||||
| 2026-08-11 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6.515 | 0,00 | 352 | 13,92 | ||||
| 2026-10-05 | 13F | Central Pacific Bank - Trust Division | 99 | 160,53 | 5 | 150,00 | ||||
| 2026-08-03 | 13F | Quotient Wealth Partners, LLC | 3.985 | 215 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2.776 | 0,00 | 132 | 0,77 | ||||
| 2026-08-10 | 13F | NWK Group, Inc. | 8.500 | 0,00 | 459 | 13,61 | ||||
| 2026-10-14 | 13F | SC&H Financial Advisors, Inc. | 12.327 | -14,71 | 671 | -14,10 | ||||
| 2026-07-22 | 13F | McNamara Financial Services, Inc. | 39.759 | -3,25 | 2.148 | 9,98 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-10-14 | 13F | Discipline Wealth Solutions, LLC | 15.248 | 0,00 | 830 | 0,73 | ||||
| 2026-07-31 | 13F | Freestone Capital Holdings, LLC | 8.871 | 0,00 | 479 | 13,78 | ||||
| 2026-08-05 | 13F | HighTower Advisors, LLC | 605.721 | 3,18 | 32.727 | 17,30 | ||||
| 2026-08-05 | 13F | Janney Montgomery Scott LLC | 146.483 | 5,93 | 8 | 16,67 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-10-19 | 13F | New England Private Wealth Advisors LLC | 103.935 | 0,00 | 5.657 | 0,05 | ||||
| 2026-08-06 | 13F | Capital Investment Advisors, LLC | 18.920 | -0,55 | 1.022 | 13,05 | ||||
| 2026-07-24 | 13F | Signaturefd, Llc | 770 | 0,00 | 42 | 13,89 | ||||
| 2026-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-13 | 13F | BCJ Capital Management, LLC | 6.962 | 0,00 | 376 | 13,94 | ||||
| 2026-08-14 | 13F | Prosperity Bancshares Inc | 381 | 0,00 | 21 | 11,11 | ||||
| 2026-07-20 | 13F | High Point Wealth Management, LLC | 1.068 | 0,28 | 58 | 14,00 | ||||
| 2026-07-30 | 13F | Buck Wealth Strategies, LLC | 736 | 40 | ||||||
| 2026-08-13 | 13F | Busey Wealth Management | 6.792 | 0,00 | 367 | 13,66 | ||||
| 2026-08-14 | 13F | Dorsey & Whitney Trust CO LLC | 26.150 | 0,00 | 1.413 | 13,69 | ||||
| 2026-07-23 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 5.450 | 1,87 | 294 | 15,75 | ||||
| 2026-08-06 | 13F | Balentine LLC | 3.186 | 0,00 | 172 | 13,91 | ||||
| 2026-10-15 | 13F | Charles Schwab Trust Co | 577.019 | -0,08 | 31.407 | 0,66 | ||||
| 2026-08-12 | 13F | GW&K Investment Management, LLC | 1.258 | 0,00 | 0 | |||||
| 2026-07-29 | 13F | Hanson & Doremus Investment Management | 0 | -100,00 | 0 | |||||
| 2026-10-06 | 13F | Mallini Complete Financial Planning LLC | 331 | 0,92 | ||||||
| 2026-08-13 | 13F | Visionary Wealth Advisors | 4.860 | 0,00 | 263 | 13,91 | ||||
| 2026-08-13 | 13F | Wood Tarver Financial Group, LLC | 272.076 | 5,53 | 15 | 16,67 | ||||
| 2026-08-06 | 13F | Hartland & Co., LLC | 11.380 | -5,10 | 615 | 7,91 | ||||
| 2026-08-07 | 13F | Lido Advisors, LLC | 131.119 | -5,07 | 7.084 | 7,92 | ||||
| 2026-08-06 | 13F | Putnam Fl Investment Management Co | 4.044 | 219 | ||||||
| 2026-08-12 | 13F | Bank Of Montreal /can/ | 17.931 | -1,86 | 969 | 11,52 | ||||
| 2026-07-15 | 13F | Spire Wealth Management | 9.564 | -0,96 | 517 | 12,66 | ||||
| 2026-08-06 | 13F | Buckingham Strategic Partners | 43.269 | 6,53 | 2.338 | 21,15 | ||||
| 2026-10-14 | 13F | Diesslin Group, Inc. | 3.704 | -42,91 | 202 | -42,57 | ||||
| 2026-07-14 | 13F | Hoese & Co LLP | 2.570 | 0,00 | 139 | 13,11 | ||||
| 2026-07-16 | 13F | Bond & Devick Financial Network, Inc. | 5.335 | 0,00 | 288 | 13,83 | ||||
| 2026-07-16 | 13F | Marion Wealth Management | 171.946 | 0,58 | 9.290 | 14,34 | ||||
| 2026-04-29 | NP | USEW - Cambria US EW ETF | 25.584 | 1.272 | ||||||
| 2026-08-07 | 13F | Boulder Wealth Advisors, LLC | 565.247 | 2,71 | 30.540 | 16,76 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-08-12 | 13F | Northwestern Mutual Wealth Management Co | 1.581.355 | -18,21 | 85.441 | -7,03 | ||||
| 2026-08-13 | 13F | CIBC Bancorp USA Inc. | 27.672 | -1,63 | 1.495 | 11,82 | ||||
| 2026-08-10 | 13F | SRS Capital Advisors, Inc. | 16.520 | 3,83 | 893 | 17,99 | ||||
| 2026-08-13 | 13F | Pensionmark Financial Group, Llc | 398.063 | 0,00 | 18.920 | 0,00 | ||||
| 2026-08-05 | 13F | Spartan Wealth Advisory Services LLC | 3.800 | 205 | ||||||
| 2026-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13.258 | 3,32 | 716 | 17,76 | ||||
| 2026-05-28 | NP | TBFG - The Brinsmere Fund - Growth ETF | 353.611 | 16.807 | ||||||
| 2026-07-22 | 13F | Capital Advisors Inc/ok | 4.265 | -6,88 | 230 | 5,99 | ||||
| 2026-07-27 | 13F | Kingswood Wealth Advisors, Llc | 3.926 | 212 | ||||||
| 2026-07-24 | 13F | Arbor Investment Advisors, LLC | 2.054.047 | 1,29 | 110.980 | 15,14 | ||||
| 2026-07-27 | 13F | Third View Private Wealth, LLC | 4.379 | 0,00 | 237 | 13,46 | ||||
| 2026-07-28 | 13F | Wesbanco Bank Inc | 4.860 | 0,00 | 263 | 13,91 | ||||
| 2026-08-13 | 13F | Fmr Llc | 237.118 | 0,17 | 12.811 | 13,88 | ||||
| 2026-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 910.610 | -2,31 | 49.200 | 11,05 | ||||
| 2026-07-24 | 13F | Eq Wealth Advisors, Llc | 5.329 | 0,00 | 288 | 13,44 | ||||
| 2026-08-07 | 13F | Pinnacle Wealth Planning Services, Inc. | 6.988 | 0,00 | 378 | 13,55 | ||||
| 2026-08-12 | 13F | Commerce Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-08-11 | 13F | Wealthspire Advisors, LLC | 259.970 | 17,78 | 14.046 | 33,90 | ||||
| 2026-08-07 | 13F | Salomon & Ludwin, LLC | 384 | -4,95 | 21 | 5,26 | ||||
| 2026-08-13 | 13F | O'shaughnessy Asset Management, Llc | 10.185 | -2,05 | 550 | 11,34 | ||||
| 2026-08-13 | 13F | Bnp Paribas Arbitrage, Sa | 16 | 1 | ||||||
| 2026-08-13 | 13F | Federation des caisses Desjardins du Quebec | 170.687 | 21,38 | 9.222 | 37,99 | ||||
| 2026-08-14 | 13F | D. E. Shaw & Co., Inc. | 8.876 | 480 | ||||||
| 2026-09-23 | 13F/A | Envestnet Asset Management Inc | 4.787.226 | -0,84 | 258.628 | 12,71 | ||||
| 2026-10-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-20 | 13F | Opal Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-07 | 13F | Fund Evaluation Group, LLC | 10.697 | -11,76 | 578 | 0,17 | ||||
| 2026-10-16 | 13F | Align Financial, LLC | 521 | 0,00 | 28 | 0,00 | ||||
| 2026-10-13 | 13F | Yoder Wealth Management, Inc. | 75.245 | -1,16 | 4.096 | -0,44 | ||||
| 2026-08-14 | 13F | Advisor Group Holdings, Inc. | 715.210 | 8,75 | 38.643 | 23,62 | ||||
| 2026-10-15 | 13F | RIA Advisory Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-07 | 13F | Perigon Wealth Management, LLC | 199.277 | 1,28 | 10.767 | 15,13 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2026-10-19 | 13F | Investment Research & Advisory Group, Inc. | 3.292 | 2,36 | 179 | 3,47 | ||||
| 2026-08-14 | 13F | Evercore Wealth Management, LLC | 15.473 | 0,00 | 836 | 13,74 | ||||
| 2026-10-01 | 13F | Versant Capital Management, Inc | 570 | 0,35 | 31 | 3,33 | ||||
| 2026-07-23 | 13F | Johnson Investment Counsel Inc | 9.416 | -14,63 | 509 | -3,05 | ||||
| 2026-08-10 | 13F | Addison Advisors LLC | 28.600 | -8,64 | 1.545 | 3,90 | ||||
| 2026-08-03 | 13F | Virtus Family Office LLC | 23.807 | -7,17 | 1.286 | 5,50 | ||||
| 2026-08-11 | 13F | Clark Capital Management Group, Inc. | 6.263 | 188,09 | 338 | 31,01 | ||||
| 2026-07-21 | 13F | Center for Financial Planning, Inc. | 19.523 | 1.055 | ||||||
| 2026-08-13 | 13F | Modern Wealth Management, LLC | 78.409 | -0,20 | 4.236 | 12,90 | ||||
| 2026-08-13 | 13F | Vanguard National Trust Co | 1.900 | 0,00 | 103 | 13,33 | ||||
| 2026-07-08 | 13F | Wealth Science Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-10-14 | 13F | Triumph Capital Management | 1.427 | 0,00 | 78 | 0,00 | ||||
| 2026-10-15 | 13F | Detalus Advisors, LLC | 29.810 | 0,00 | 1.623 | 0,75 | ||||
| 2026-07-23 | 13F | Financial Consulate, Inc | 1.265 | 0,00 | 68 | 13,33 | ||||
| 2026-08-13 | 13F | Ci Investments Inc. | 1.594.635 | 86.158 | ||||||
| 2026-08-11 | 13F | Ieq Capital, Llc | 228.572 | 0,01 | 12.350 | 13,69 | ||||
| 2026-07-30 | 13F | Laurel Wealth Planning LLC | 5.811 | 0,00 | 314 | 13,41 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-07-23 | 13F | Naples Global Advisors, Llc | 4.147 | 224 | ||||||
| 2026-07-24 | 13F | Bogart Wealth, LLC | 28 | 0,00 | 2 | 0,00 | ||||
| 2026-07-24 | 13F | Solitude Financial Services | 10.750 | 0,00 | 581 | 8,21 | ||||
| 2026-10-13 | 13F | Sims Investment Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-28 | 13F | Private Trust Co Na | 7.915 | 9,57 | 428 | 24,49 | ||||
| 2026-08-11 | 13F | Bernicke Wealth Management, Ltd. | 20.441 | 0,00 | 1.104 | 13,70 | ||||
| 2026-08-04 | 13F/A | Golden State Equity Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-12 | 13F | Emerald Investment Partners, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-14 | 13F | WCG Wealth Advisors LLC | 622.011 | 718,83 | 33.607 | 830,94 | ||||
| 2026-10-09 | 13F | Intelligence Driven Advisers, LLC | 131.550 | -2,97 | 7.160 | -2,25 | ||||
| 2026-08-04 | 13F | Diversified Portfolios, Inc. | 30.825 | 0,00 | 1.665 | 13,65 | ||||
| 2026-08-14 | 13F | Wimmer Associates 1, Llc | 189.779 | 11,27 | 10.254 | 26,49 | ||||
| 2026-08-14 | 13F | Cambria Investment Management, L.P. | 27.531 | 8,24 | 1.488 | 23,10 | ||||
| 2026-07-29 | 13F | Heritage Investment Group, Inc. | 4.466 | 0,00 | 241 | 13,68 | ||||
| 2026-08-17 | 13F | Equitable Holdings, Inc. | 668.640 | 1,81 | 36.127 | 17,24 | ||||
| 2026-10-19 | 13F | Trellis Wealth Advisors LLC | 3.220 | 175 | ||||||
| 2026-08-13 | 13F | RMG Wealth Management LLC | 2.573 | 0,00 | 144 | 6,67 | ||||
| 2026-08-14 | 13F | Perennial Investment Advisors, LLC | 14.716 | -3,18 | 795 | 10,11 | ||||
| 2026-08-11 | 13F | NorthRock Partners, LLC | 5.251 | 16,66 | 284 | 32,86 | ||||
| 2026-07-29 | 13F | Valley National Advisers Inc | 1.955 | -82,71 | 106 | |||||
| 2026-08-10 | 13F | Csenge Advisory Group | 4.574 | -6,71 | 247 | 6,01 | ||||
| 2026-10-14 | 13F | Godsey & Gibb Associates | 465 | 0,00 | 25 | 0,00 | ||||
| 2026-07-29 | 13F | Catalyst Financial Partners Llc | 13.247 | -24,50 | 716 | -14,17 | ||||
| 2026-07-23 | 13F | West Bancorporation Inc | 12.942 | 0,00 | 699 | 13,66 | ||||
| 2026-10-14 | 13F | Lodestone Wealth Management LLC | 725 | 0,00 | 39 | 0,00 | ||||
| 2026-07-21 | 13F | St Germain D J Co Inc | 3.475 | 0,00 | 188 | 13,33 | ||||
| 2026-08-04 | 13F | Compass Financial Group, Inc. | 259.744 | -0,93 | 14.034 | 12,62 | ||||
| 2026-10-08 | 13F | Kaydan Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-10 | 13F | Cassaday & Co Wealth Management LLC | 1 | 0 | ||||||
| 2026-07-21 | 13F | SOA Wealth Advisors, LLC. | 7.689 | 0,33 | 415 | 14,01 | ||||
| 2026-08-11 | 13F | C M Bidwell & Associates Ltd | 545 | 0,00 | 29 | 16,00 | ||||
| 2026-08-12 | 13F | StoneX Group Inc. | 5.805 | 313 | ||||||
| 2026-10-13 | 13F | Pettinga Financial Advisors, LLC | 399.980 | 21.771 | ||||||
| 2026-08-04 | 13F | Garrett Wealth Advisory Group, LLC | 805.225 | 1,15 | 43.506 | 14,99 | ||||
| 2026-07-14 | 13F | Ritter Daniher Financial Advisory LLC / DE | 213 | 0,00 | 12 | 10,00 | ||||
| 2026-08-13 | 13F | Neuberger Berman Group LLC | 25.120 | 1,96 | 1.357 | 15,88 | ||||
| 2026-08-13 | 13F | Legacy Bridge, LLC | 1.450 | 0,00 | 78 | 14,71 | ||||
| 2026-08-14 | 13F | Warren Averett Asset Management, LLC | 3.577.537 | -2,24 | 193.294 | 11,13 | ||||
| 2026-10-14 | 13F | Baker Ellis Asset Management LLC | 316.149 | 0,11 | 17.208 | 0,86 | ||||
| 2026-07-28 | 13F | Institute for Wealth Management, LLC. | 59.446 | 0,00 | 3.212 | 13,66 | ||||
| 2026-10-13 | 13F | Unique Wealth Strategies, LLC | 77.948 | -21,92 | 4.212 | -18,52 | ||||
| 2026-10-15 | 13F | HCR Wealth Advisors | 6.000 | 0,00 | 327 | 0,62 | ||||
| 2026-08-14 | 13F | Keel Point, LLC | 9.582 | -40,24 | 518 | -32,15 | ||||
| 2026-07-31 | 13F | LJI Wealth Management, LLC | 11.000 | 594 | ||||||
| 2026-07-21 | 13F | Summitry Llc | 0 | -100,00 | 0 | |||||
| 2026-10-16 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-04 | 13F | Fairman Group, LLC | 30.391 | -0,45 | 1.642 | 13,24 | ||||
| 2026-08-12 | 13F | First Nebraska Trust Co | 7.815 | 0,00 | 422 | 13,75 | ||||
| 2026-07-29 | 13F | Washington Trust Advisors, Inc. | 1.207 | -44,56 | 65 | -36,89 | ||||
| 2026-08-14 | 13F | Milestone Investment Advisors LLC | 4.000 | 0,00 | 216 | 13,68 | ||||
| 2026-07-17 | 13F | Sequoia Financial Advisors, LLC | 40.188 | -0,24 | 2.171 | 13,43 | ||||
| 2026-07-22 | 13F | Steigerwald, Gordon & Koch Inc. | 1.363 | 0,00 | 74 | 14,06 | ||||
| 2026-07-31 | 13F | Integrity Alliance, Llc. | 17.754 | -0,28 | 959 | 13,36 | ||||
| 2026-08-07 | 13F | Stage Harbor Financial, Llc | 11.846 | 0,00 | 640 | 13,68 | ||||
| 2026-10-08 | 13F | Market Street Wealth Management Advisors Llc | 107.348 | -1,21 | 5.843 | -0,49 | ||||
| 2026-08-10 | 13F | Tidemark, LLC | 5.900 | 0,00 | 319 | 13,57 | ||||
| 2026-08-07 | 13F | Genesis Wealth Advisors, LLC | 5.940 | 0,00 | 321 | 13,48 | ||||
| 2026-07-14 | 13F | Robinswood Financial LLC | 205 | 0,00 | 11 | 22,22 | ||||
| 2026-10-16 | 13F | Prairiewood Capital, LLC | 4.491 | 0,00 | 244 | 0,83 | ||||
| 2026-08-13 | 13F | Penserra Capital Management LLC | 714.113 | 31,90 | 39 | 52,00 | ||||
| 2026-08-06 | 13F | Wealthspan Partners, Llc | 27.758 | 0,66 | 1.500 | 14,43 | ||||
| 2026-08-13 | 13F | Ankerstar Wealth, LLC | 3.070 | -14,25 | 166 | -2,94 | ||||
| 2026-10-14 | 13F | Perkins Coie Trust Co | 350 | 0,00 | 19 | 5,56 | ||||
| 2026-08-13 | 13F | Steward Partners Investment Advisory, Llc | 324.372 | 1,01 | 17.526 | 14,83 | ||||
| 2026-08-12 | 13F | Permanent Capital Management, LP | 6.286 | 340 | ||||||
| 2026-08-04 | 13F | Blue Fin Capital, Inc. | 8.883 | 0,00 | 480 | 13,51 | ||||
| 2026-08-12 | 13F | Summit Financial, LLC | 30.404 | 1,27 | 1.643 | 15,07 | ||||
| 2026-08-10 | 13F | Wharton Business Group, LLC | 495.030 | 0,00 | 26.746 | 13,68 | ||||
| 2026-07-20 | 13F | Weatherly Asset Management L. P. | 9.308 | 0,00 | 503 | 13,57 | ||||
| 2026-10-14 | 13F | Focus Financial Network, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 8.002 | 0,00 | 0 | |||||
| 2026-08-05 | 13F | Fifth Third Bancorp | 167.883 | 21,65 | 9.071 | 38,28 | ||||
| 2026-08-06 | 13F | Morling Financial Advisors, LLC | 10.820 | 0,00 | 585 | 13,62 | ||||
| 2026-07-22 | 13F | Harbor Asset Planning, Inc. | 15.738 | 0,33 | 850 | 14,09 | ||||
| 2026-07-20 | 13F | Shakespeare Wealth Management, Inc. | 34.894 | 0,00 | 1.885 | 13,69 | ||||
| 2026-07-27 | 13F | Global Assets Advisory, LLC | 7.350 | 0,00 | 398 | 14,04 | ||||
| 2026-10-13 | 13F | Signature Estate & Investment Advisors Llc | 12.549 | 1,24 | 683 | 2,09 | ||||
| 2026-09-01 | 13F/A | Citadel Advisors Llc | 59.040 | 27,45 | 3.190 | 44,89 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-10 | 13F | Moors & Cabot, Inc. | 4.272 | 0,26 | 231 | 13,86 | ||||
| 2026-07-29 | 13F | Robinson Smith Wealth Advisors Llc | 7.548 | -3,76 | 408 | 9,41 | ||||
| 2026-08-11 | 13F | VestGen Advisors, LLC | 12.148 | 0,00 | 656 | 2,82 | ||||
| 2026-10-15 | 13F | GHP Investment Advisors, Inc. | 2.743 | -3,79 | 149 | -3,25 | ||||
| 2026-08-04 | 13F | Chilton Capital Management Llc | 1.050 | 0,00 | 57 | 14,29 | ||||
| 2026-07-09 | 13F | Allied Private Wealth LLC | 910 | 49 | ||||||
| 2026-07-24 | 13F | Opus Financial Solutions LLC | 7.481 | 0,00 | 404 | 13,80 | ||||
| 2026-08-07 | 13F | Texas Capital Bank Wealth Management Services Inc | 6.615 | 0,00 | 357 | 13,69 | ||||
| 2026-08-13 | 13F | AIMZ Investment Advisors, LLC | 25.000 | 0,00 | 1.351 | 13,64 | ||||
| 2026-08-14 | 13F | Pinnacle Financial Partners, Inc. | 1.283.319 | 1,40 | 69.338 | 15,24 | ||||
| 2026-08-13 | 13F | Curry Webb Wealth Management LLC | 89.591 | -5,27 | 4.841 | 7,68 | ||||
| 2026-08-12 | 13F | Brown Brothers Harriman & Co | 1.935 | 0,00 | 105 | 14,29 | ||||
| 2026-07-16 | 13F | Johnson & White Wealth Management, LLC | 136.615 | 0,65 | 7.381 | 14,42 | ||||
| 2026-10-14 | 13F | Fortitude Family Office, LLC | 14.191 | 0,00 | 772 | 0,78 | ||||
| 2026-07-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7.740 | 0,00 | 418 | 13,90 | ||||
| 2026-08-04 | 13F | Rsm Us Wealth Management Llc | 17.340 | 0,00 | 937 | 13,59 | ||||
| 2026-08-13 | 13F | Northern Trust Corp | 87.380 | 0,00 | 4.721 | 13,68 | ||||
| 2026-07-27 | 13F | Cullen/frost Bankers, Inc. | 2.500 | 0,00 | 135 | 14,41 | ||||
| 2026-08-12 | 13F | Intellus Advisors LLC | 8.400 | 0,00 | 454 | 13,53 | ||||
| 2026-10-15 | 13F | Curated Wealth Partners LLC | 6.345 | 0,00 | 345 | 0,88 | ||||
| 2026-08-14 | 13F | Goldman Sachs Group Inc | 149.370 | 183,80 | 8.070 | 222,67 | ||||
| 2026-10-09 | 13F | Graves-Light Private Wealth Management, Inc. | 4.660 | 0,00 | 254 | 0,80 | ||||
| 2026-07-07 | 13F | Sandy Cove Advisors, LLC | 4.715 | 0,00 | 255 | 13,39 | ||||
| 2026-08-06 | 13F | SCS Capital Management LLC | 8.113 | 0,33 | 438 | 14,06 | ||||
| 2026-08-07 | 13F | Luminist Capital LLC | 650 | 35 | ||||||
| 2026-07-22 | 13F | Sightline Wealth Advisors, LLC | 9.290 | 0,32 | 502 | 13,86 | ||||
| 2026-07-30 | 13F | Crusonia Wealth Advisors LLC | 99.562 | -1,55 | 5.379 | 11,92 | ||||
| 2026-08-11 | 13F | Tower Research Capital LLC (TRC) | 1.674 | 74,01 | 90 | 100,00 | ||||
| 2026-08-11 | 13F | Atlantic Union Bankshares Corp | 1.550 | 84 | ||||||
| 2026-07-30 | 13F | Pinnacle Financial Group, LLC / IL | 665.074 | -0,48 | 35.934 | 13,13 | ||||
| 2026-08-07 | 13F | Mml Investors Services, Llc | 164.935 | 4,96 | 8.911 | 19,32 | ||||
| 2026-07-09 | 13F | Revolve Wealth Partners, LLC | 11.779 | 0,00 | 636 | 13,77 | ||||
| 2026-08-03 | 13F | Financial Services Advisory Inc | 12.185 | 658 | ||||||
| 2026-08-11 | 13F | Integrated Advisors Network LLC | 14.283 | 37,68 | 772 | 56,39 | ||||
| 2026-08-06 | 13F | Clearwater Capital Advisors, LLC | 4.223 | 0,00 | 228 | 14,00 | ||||
| 2026-07-31 | 13F | Firestone Capital Management | 14.260 | 0,00 | 770 | 13,74 | ||||
| 2026-08-10 | 13F | Financial Alternatives, Inc | 6.524 | 0,65 | 352 | 14,29 | ||||
| 2026-08-05 | 13F | Caldwell Securities, Inc | 1.075 | 58 | ||||||
| 2026-07-24 | 13F | EverSource Wealth Advisors, LLC | 2.756 | 55,97 | 149 | 78,31 | ||||
| 2026-08-14 | 13F | Syon Capital Llc | 5.178 | 0,00 | 280 | 13,41 | ||||
| 2026-07-23 | 13F | JNBA Financial Advisors | 210.945 | -3,52 | 11.397 | 9,67 | ||||
| 2026-08-13 | 13F | Morgan Stanley | 2.130.186 | 0,32 | 115.094 | 14,04 | ||||
| 2026-10-07 | 13F | Cooper Financial Group | 17.831 | -0,10 | 971 | 0,62 | ||||
| 2026-07-30 | 13F | H&H Retirement Design & Management INC | 86.410 | 4,20 | 4.697 | 9,33 | ||||
| 2026-08-14 | 13F | Wells Fargo & Company/mn | 2.244.137 | 9,09 | 121.251 | 24,00 | ||||
| 2026-08-13 | 13F | Creative Planning | 296.645 | 7,96 | 16.028 | 22,72 | ||||
| 2026-07-22 | 13F | Abacus Wealth Partners, LLC | 12.220 | -7,72 | 660 | 4,93 | ||||
| 2026-07-22 | 13F | Confluence Wealth Services, Inc. | 11.307 | 0,05 | 611 | 13,59 | ||||
| 2026-08-10 | 13F | Evoke Wealth, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-10-15 | 13F | Echo Wealth Management, LLC | 10.085 | -0,02 | 549 | 0,55 | ||||
| 2026-08-14 | 13F | Cerity Partners LLC | 195.389 | -1,74 | 10.557 | 11,69 | ||||
| 2026-08-12 | 13F | NFP Retirement, Inc. | 307.679 | -3,22 | 16.624 | 10,01 | ||||
| 2026-07-29 | 13F | Summit Place Financial Advisors, LLC | 20.000 | 0,00 | 1.081 | 13,68 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 7.330 | 0,00 | 348 | 1,46 | ||||
| 2026-10-07 | 13F | Zrc Wealth Management, Llc | 1.609 | -5,19 | 88 | -4,40 | ||||
| 2026-07-27 | 13F | Private Advisor Group, LLC | 38.468 | 47,03 | 2.078 | 67,18 | ||||
| 2026-08-14 | 13F | WFA of San Diego, LLC | 58.631 | -11,06 | 3.310 | 5,65 | ||||
| 2026-10-16 | 13F | Center For Asset Management LLC | 4.807 | 0,00 | 262 | 0,77 | ||||
| 2026-07-10 | 13F | Jfs Wealth Advisors, Llc | 55.097 | 8,35 | 2.977 | 23,18 | ||||
| 2026-07-21 | 13F | Vision Retirement, LLC | 720 | 0,00 | 39 | 11,76 | ||||
| 2026-08-07 | 13F | Sigma Planning Corp | 48.455 | -1,44 | 2.618 | 12,07 | ||||
| 2026-07-28 | 13F | Truist Financial Corp | 549.418 | -0,76 | 29.685 | 12,81 | ||||
| 2026-10-13 | 13F | Founders Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-10-19 | 13F | LexAurum Advisors, LLC | 4.330 | 0,00 | 236 | 0,86 | ||||
| 2026-08-11 | 13F | Hara Capital LLC | 5.000 | 0,00 | 270 | 13,92 | ||||
| 2026-10-02 | 13F | CX Institutional | 157 | 0,00 | 0 | |||||
| 2026-10-13 | 13F | Dynamic Advisor Solutions LLC | 5.277 | 17,48 | 287 | 18,60 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 64.547 | 30,25 | 3.068 | 153.250,00 | ||||
| 2026-10-16 | 13F | Concurrent Investment Advisors, LLC | 16.279 | 886 | ||||||
| 2026-07-23 | 13F | Evergreen Capital Management Llc | 14.584 | -20,37 | 788 | -9,54 | ||||
| 2026-07-29 | 13F | Chicago Partners Investment Group LLC | 13.238 | 7,56 | 717 | 14,93 | ||||
| 2026-08-13 | 13F | Umb Bank N A/mo | 1.568 | 0,00 | 85 | 13,51 | ||||
| 2026-08-14 | 13F | Lavaca Capital Llc | 3.533 | 0,34 | 191 | 13,77 | ||||
| 2026-10-15 | 13F | AdvisorNet Financial, Inc | 10.341 | 343,06 | 576 | 356,35 | ||||
| 2026-08-13 | 13F | Quantinno Capital Management LP | 261.666 | 22,52 | 14.138 | 39,27 | ||||
| 2026-08-13 | 13F | Rockefeller Capital Management L.P. | 125.886 | -5,38 | 6.802 | 7,56 | ||||
| 2026-08-13 | 13F | Prosperity Consulting Group, LLC | 148.117 | -0,42 | 8.003 | 13,20 | ||||
| 2026-07-14 | 13F | TopTier Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-08-10 | 13F | Retiremitten Financial Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-13 | 13F | GSG Advisors LLC | 14.997 | 0,25 | 810 | 13,92 | ||||
| 2026-07-14 | 13F | LRI Investments, LLC | 250 | 0,00 | 14 | 18,18 | ||||
| 2026-07-22 | 13F | Austin Wealth Management, LLC | 24.233 | -0,01 | 1.318 | 13,05 | ||||
| 2026-08-14 | 13F | Royal Bank Of Canada | 1.231.992 | -0,09 | 66.564 | 13,58 | ||||
| 2026-10-15 | 13F | Moisand Fitzgerald Tamayo, LLC | 445 | 0,00 | 24 | 0,00 | ||||
| 2026-08-06 | 13F | GenTrust, LLC | 4.425 | 0,00 | 239 | 13,81 | ||||
| 2026-08-13 | 13F | UBS Group AG | 780.830 | -0,75 | 42.188 | 12,82 | ||||
| 2026-08-12 | 13F | Haverford Trust Co | 6.730 | -2,97 | 364 | 10,33 | ||||
| 2026-07-31 | 13F | CENTRAL TRUST Co | 74.393 | -0,85 | 4.019 | 12,70 | ||||
| 2026-08-14 | 13F | Insigneo Advisory Services, Llc | 5.886 | 0,00 | 318 | 13,98 | ||||
| 2026-07-30 | 13F | Carnegie Capital Asset Management, LLC | 6.531 | 0,00 | 353 | 13,55 | ||||
| 2026-08-11 | 13F | Keating Financial Advisory Services, Inc. | 215 | 0,00 | 12 | 10,00 | ||||
| 2026-08-13 | 13F | First Long Island Investors, LLC | 5.500 | 0,00 | 297 | 13,79 | ||||
| 2026-08-14 | 13F | XTX Topco Ltd | 7.799 | 421 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 34.929 | 166,11 | 1.660 | 169,92 | ||||
| 2026-10-16 | 13F | Signature Resources Capital Management, LLC | 1.422 | 0,00 | 77 | 1,32 | ||||
| 2026-08-04 | 13F | Armor Investment Advisors, LLC | 4.750 | 0,00 | 257 | 13,78 | ||||
| 2026-10-13 | 13F | BKD Wealth Advisors, LLC | 462.286 | -2,52 | 25.162 | -1,80 | ||||
| 2026-07-28 | 13F | Sigma Investment Counselors Inc | 62.385 | -0,32 | 3.371 | 13,32 | ||||
| 2026-08-13 | 13F | IFG Advisory, LLC | 4.510 | 244 | ||||||
| 2026-08-13 | 13F | Vanguard Advisers Inc | 3.980 | 8,51 | 215 | 23,56 | ||||
| 2026-07-29 | 13F | Sovran Advisors, LLC | 11.788 | -4,53 | 641 | 0,16 | ||||
| 2026-08-14 | 13F | Western Wealth Management, LLC | 25.196 | 3,17 | 1.361 | 17,33 | ||||
| 2026-10-08 | 13F | Valeo Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-07 | 13F | BlackRock, Inc. | 46.459 | 102,33 | 2.510 | 130,06 | ||||
| 2026-08-14 | 13F | Glen Eagle Advisors, LLC | 30.724 | -3,15 | 1.660 | 10,15 | ||||
| 2026-08-14 | 13F | Peapack Gladstone Financial Corp | 78.102 | -0,26 | 4 | 33,33 | ||||
| 2026-08-11 | 13F | Nuveen, LLC | 18.371 | 993 | ||||||
| 2026-07-27 | 13F | Whipplewood Advisors, LLC | 27.479 | -12,99 | 1.485 | -1,07 | ||||
| 2026-08-12 | 13F | Jpmorgan Chase & Co | 601.650 | -3,58 | 32.495 | 11,92 | ||||
| 2026-08-04 | 13F | Symphony Financial, Ltd. Co. | 0 | -100,00 | 0 | |||||
| 2026-08-05 | 13F | Sage Mountain Advisors LLC | 2.020 | 0,00 | 109 | 13,54 | ||||
| 2026-07-20 | 13F | Guidance Capital, Inc | 0 | -100,00 | 0 | |||||
| 2026-10-13 | 13F | Monticello Wealth Management, Llc | 10.913 | 0,00 | 594 | 0,68 | ||||
| 2026-07-23 | 13F | Smith, Salley & Associates | 59.300 | 0,00 | 3.204 | 13,66 | ||||
| 2026-07-17 | 13F | Ballentine Partners, LLC | 32.484 | -24,79 | 1.755 | -14,52 | ||||
| 2026-07-21 | 13F | Nbc Securities, Inc. | 5.415 | 0,00 | 293 | 13,62 | ||||
| 2026-07-28 | 13F | Grange Capital, LLC | 4.700 | 254 | ||||||
| 2026-07-24 | 13F | Fairway Wealth LLC | 345 | 0,00 | 19 | 12,50 | ||||
| 2026-08-12 | 13F | Compass Financial Management Llc | 5.951 | 322 | ||||||
| 2026-10-06 | 13F | RVW Wealth, LLC | 4.956 | -11,47 | 270 | -10,93 | ||||
| 2026-07-28 | 13F | Keybank National Association/oh | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-10 | 13F | Tanglewood Legacy Advisors, LLC | 86 | 0,00 | 5 | 0,00 | ||||
| 2026-10-16 | 13F/A | Trust Co Of Toledo Na /oh/ | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-10-19 | 13F | Kroeger Financial Partners | 439 | 0,00 | 24 | 0,00 | ||||
| 2026-07-29 | 13F | Root Financial Partners, LLC | 9.223 | 2,50 | 498 | 16,63 | ||||
| 2026-08-13 | 13F | Cetera Trust Company, N.A | 1.000 | 0,00 | 54 | 14,89 | ||||
| 2026-10-09 | 13F | Davidson Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-13 | 13F | Van Hulzen Asset Management, LLC | 5.650 | 0,00 | 305 | 13,81 | ||||
| 2026-10-13 | 13F | Gateway Investment Advisers Llc | 33.740 | 5,27 | 1.836 | 6,07 | ||||
| 2026-08-07 | 13F | Principle Wealth Partners Llc | 30.570 | 0,00 | 1.652 | 13,71 | ||||
| 2026-07-30 | 13F | Almanack Investment Partners, LLC. | 18.530 | 0,00 | 1.001 | 13,75 | ||||
| 2026-08-11 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-08-12 | 13F | Goodman Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-14 | 13F | Vestmark Advisory Solutions, Inc. | 259.061 | -2,45 | 13.997 | 10,89 | ||||
| 2026-08-06 | 13F | Plante Moran Financial Advisors, LLC | 33.043 | -0,58 | 1.785 | 13,05 | ||||
| 2026-10-01 | 13F | Noble Wealth Management PBC | 300 | -61,54 | 16 | -61,90 | ||||
| 2026-10-13 | 13F | Thrive Wealth Management, LLC | 3.750 | 0,00 | 204 | 0,99 | ||||
| 2026-08-07 | 13F | Pnc Financial Services Group, Inc. | 4.845.541 | -4,92 | 261.805 | 8,08 | ||||
| 2026-10-05 | 13F | CapWealth Advisors, LLC | 5.000 | 0,00 | 272 | 0,74 | ||||
| 2026-10-16 | 13F | KWB Wealth | 70.078 | 0,65 | 3.814 | 1,38 | ||||
| 2026-10-16 | 13F | TD Waterhouse Canada Inc. | 5.343 | 0,00 | 292 | 1,04 | ||||
| 2026-07-21 | 13F | Cornerstone National Bank & Trust Co | 1.415 | 76 | ||||||
| 2026-08-07 | 13F | LPL Financial LLC | 2.999.878 | 7,18 | 162.083 | 21,84 | ||||
| 2026-08-07 | 13F | Tounjian Advisory Partners, Llc | 259 | 14 | ||||||
| 2026-10-15 | 13F | Resonant Capital Advisors, LLC | 170.207 | 0,00 | 9.264 | 0,74 | ||||
| 2026-07-28 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-17 | 13F | Laurel Wealth Advisors LLC | 100.578 | -0,64 | 5.434 | 2,12 | ||||
| 2026-07-24 | 13F | Mascoma Wealth Management LLC | 534 | 0,38 | 29 | 12,00 | ||||
| 2026-08-10 | 13F | Essex Financial Services, Inc. | 278.290 | 0,89 | 15.036 | 14,69 | ||||
| 2026-08-12 | 13F | Independent Advisor Alliance | 35.818 | -61,80 | 1.935 | -56,58 | ||||
| 2026-08-05 | 13F | Glassman Wealth Services | 9.732 | 9,37 | 526 | 24,41 | ||||
| 2026-07-01 | 13F | Trust Co of the South | 12.650 | 0,00 | 683 | 13,64 | ||||
| 2026-07-31 | 13F | City Of London Investment Management Co Ltd | 9.704 | -27,58 | 524 | -17,61 | ||||
| 2026-08-10 | 13F | Savant Capital, LLC | 41.340 | 25,28 | 2.243 | 42,98 | ||||
| 2026-08-14 | 13F | Hirtle Callaghan & Co LLC | 116.689 | 0,00 | 6.305 | 13,67 | ||||
| 2026-08-12 | 13F | Smartleaf Asset Management LLC | 841 | 0,00 | 45 | 15,38 | ||||
| 2026-07-15 | 13F | RFG Advisory, LLC | 1.100.004 | -3,02 | 59.433 | 10,24 | ||||
| 2026-08-10 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-09-08 | 13F/A | Integrated Wealth Concepts LLC | 42.618 | 31,98 | 2.303 | 50,07 | ||||
| 2026-08-11 | 13F | Allworth Financial LP | 371.630 | -2,38 | 20.079 | 10,97 | ||||
| 2026-10-13 | 13F | OMNI 360 Wealth, Inc. | 35.360 | 13,36 | 1.925 | 14,18 | ||||
| 2026-10-08 | 13F | Avidian Wealth Solutions, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-03 | 13F | AE Wealth Management LLC | 5.235 | 93,10 | 283 | 120,31 | ||||
| 2026-08-13 | 13F | Mariner, LLC | 3.028.669 | 1,49 | 163.639 | 15,37 | ||||
| 2026-07-24 | 13F | Clarity Wealth Advisors, LLC | 6.676 | -0,86 | 361 | 12,50 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-07-24 | 13F | Fortis Group Advisors, LLC | 360 | 0,00 | 19 | 11,76 | ||||
| 2026-07-27 | 13F | Allen Capital Group, LLC | 26.907 | 3,29 | 1.454 | 17,37 | ||||
| 2026-07-29 | 13F | Cornerstone Advisory, LLC | 122.805 | -2,96 | 6.635 | 10,31 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 401.266 | -4,07 | 19.072 | -2,83 | ||||
| 2026-08-11 | 13F | Scotia Capital Inc. | 6.430 | 2,19 | 348 | 16,05 | ||||
| 2026-08-13 | 13F | Huntington National Bank | 14.430 | -0,52 | 1.204 | 17,12 | ||||
| 2026-08-14 | 13F | Brown Advisory Inc | 14.594 | -0,57 | 789 | 13,06 | ||||
| 2026-07-30 | 13F | Asset Dedication, LLC | 568 | 31 | ||||||
| 2026-08-14 | 13F | Ameriprise Financial Inc | 7.906.162 | 4,16 | 428.785 | 18,87 | ||||
| 2026-08-11 | 13F | Brighton Jones Llc | 23.444 | -0,19 | 1.267 | 13,44 | ||||
| 2026-07-31 | 13F | Austin Asset Management Co Inc | 24.266 | 0,00 | 1.311 | 13,70 | ||||
| 2026-08-14 | 13F | Invesco Ltd. | 1.481.520 | -51,85 | 80.047 | -45,27 | ||||
| 2026-07-23 | 13F | Strategic Blueprint, LLC | 4.050 | 219 | ||||||
| 2026-10-14 | 13F | Summit Financial Strategies, Inc. | 8.861 | 0,00 | 482 | 0,84 | ||||
| 2026-10-19 | 13F | Diversified Enterprises, LLC | 10.937 | -0,05 | 595 | 0,68 | ||||
| 2026-07-22 | 13F | Allegheny Financial Group LTD | 4.668 | 0,32 | 252 | 14,03 | ||||
| 2026-07-28 | 13F | MBA Advisors LLC | 6.340 | 0,00 | 343 | 13,62 | ||||
| 2026-08-14 | 13F | Northwest Bancshares, Inc. | 56.813 | -0,10 | 3.070 | 13,54 | ||||
| 2026-08-12 | 13F | Stifel Financial Corp | 114.441 | 11,29 | 6.183 | 26,52 | ||||
| 2026-08-11 | 13F | Choate Investment Advisors | 12.000 | 0,00 | 648 | 13,68 | ||||
| 2026-08-26 | 13F | Principia Wealth Advisory, LLC | 9.559 | -0,15 | 516 | 13,41 | ||||
| 2026-07-31 | 13F | Fortis Capital Advisors, LLC | 3.860 | 209 | ||||||
| 2026-06-01 | NP | AAEQ - Alpha Architect US Equity 2 ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-06 | 13F | IAG Wealth Partners, LLC | 2.693 | 0,34 | 146 | 14,17 | ||||
| 2026-08-12 | 13F | Mount Yale Investment Advisors, LLC | 34.739 | 179,93 | 1.877 | 218,51 | ||||
| 2026-08-14 | 13F | Financial Engines Advisors L.L.C. | 44.587 | 0,03 | 2.409 | 13,74 | ||||
| 2026-08-04 | 13F | FDx Advisors, Inc. | 63.217 | -2,03 | 3 | 0,00 | ||||
| 2026-07-20 | 13F | Webster Bank, N. A. | 4.351 | -49,23 | 235 | -42,26 | ||||
| 2026-08-14 | 13F | Synergy Investment Management, LLC | 990 | 0,00 | 53 | 12,77 | ||||
| 2026-07-28 | 13F | Simon Quick Advisors, Llc | 9.900 | 0,30 | 535 | 13,86 | ||||
| 2026-08-06 | 13F | Global Retirement Partners, LLC | 5.441 | 12,16 | 294 | 29,07 | ||||
| 2026-10-01 | 13F | Stonebridge Financial Group, LLC | 263.294 | -1,00 | 14.331 | -0,26 | ||||
| 2026-08-12 | 13F | Vident Advisory, LLC | 3.975 | 215 | ||||||
| 2026-08-05 | 13F | Legacy Financial Group LLC | 14.234 | 0,00 | 769 | 13,76 | ||||
| 2026-08-12 | 13F | Saxon Interests, Inc. | 575.363 | 14,24 | 31.087 | 29,87 | ||||
| 2026-07-23 | 13F | Crewe Advisors LLC | 4.640 | 0,00 | 251 | 13,64 | ||||
| 2026-08-14 | 13F | Evergreen Wealth Solutions, LLC | 15.903 | 898 | ||||||
| 2026-08-11 | 13F | Sterling Financial Planning, Inc. | 29.316 | -3,82 | 1.584 | 9,32 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2026-07-22 | 13F | Oakworth Capital, Inc. | 2.223 | 0,00 | 120 | 14,29 | ||||
| 2026-08-12 | 13F | Colony Group, LLC | 1.590.833 | 85.953 | ||||||
| 2026-08-10 | 13F | TIAA Wealth Investment Management LLC | 755 | 41 | ||||||
| 2026-07-08 | 13F | West Financial Advisors, LLC | 35.724 | -0,19 | 1.930 | 13,46 | ||||
| 2026-10-15 | 13F | Midwest Financial Group LLC | 5.292 | 0,36 | 288 | 1,41 | ||||
| 2026-10-19 | 13F | Novem Group | 7.418 | 0,00 | 404 | 0,75 | ||||
| 2026-08-12 | 13F | Baird Financial Group, Inc. | 141.996 | -0,48 | 7.672 | 13,14 | ||||
| 2026-07-16 | 13F | Certified Advisory Corp | 56.017 | 5,24 | 3.027 | 19,65 | ||||
| 2026-08-13 | 13F | Ameritas Investment Partners, Inc. | 156 | 0,65 | 8 | 14,29 | ||||
| 2026-05-28 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 185.543 | 8.819 | ||||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-08-06 | 13F | Trailhead Planners LLC | 9.086 | 0,00 | 491 | 13,69 | ||||
| 2026-10-07 | 13F | Decision Investments, Inc | 5.280 | 0,00 | 287 | 0,70 | ||||
| 2026-07-24 | 13F | Creative Capital Management Investments LLC | 134.165 | -0,16 | 7.249 | 13,48 | ||||
| 2026-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 2.000 | 0,00 | 108 | 13,68 | ||||
| 2026-08-14 | 13F | Pure Financial Advisors, Inc. | 5.823 | 0,00 | 315 | 13,77 | ||||
| 2026-07-15 | 13F | Security Financial Services, INC. | 61.726 | -0,52 | 3.335 | 13,09 | ||||
| 2026-08-12 | 13F | Empower Advisory Group, LLC | 7.408 | -5,21 | 400 | 7,82 | ||||
| 2026-07-20 | 13F | Farmers & Merchants Investments Inc | 23.831 | 0,00 | 1.288 | 13,69 | ||||
| 2026-07-31 | 13F | Linscomb & Williams, Inc. | 1.930.191 | -2,32 | 104.288 | 11,04 | ||||
| 2026-08-12 | 13F | Cetera Investment Advisers | 971.329 | 2,37 | 52.481 | 16,36 | ||||
| 2026-08-04 | 13F | PKS Advisory Services, LLC | 4.752 | 257 | ||||||
| 2026-08-03 | 13F | Archer Investment Corp | 4.738 | 100,00 | 256 | 127,68 | ||||
| 2026-08-14 | 13F | Ancora Advisors, LLC | 23.680 | 0,00 | 1.279 | 13,69 | ||||
| 2026-08-06 | 13F | Syverson Strege & Co | 7.828 | -11,01 | 423 | 0,96 | ||||
| 2026-07-22 | 13F | Verum Partners LLC | 35.389 | 0,14 | 1.912 | 13,88 | ||||
| 2026-10-16 | 13F | Woodside Wealth Management LLC | 178.000 | 1,62 | 9.689 | 2,37 | ||||
| 2026-07-22 | 13F | International Assets Investment Management, Llc | 290 | 0,00 | 16 | 15,38 | ||||
| 2026-08-10 | 13F | Arkadios Wealth Advisors | 152.694 | -2,61 | 8.250 | 10,71 | ||||
| 2026-07-30 | 13F | Banque Transatlantique SA | 4.725 | 0,00 | 255 | 13,84 | ||||
| 2026-10-15 | 13F | Activest Wealth Management | 1.050 | 0,29 | 57 | 1,79 | ||||
| 2026-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-14 | 13F | Moneta Group Investment Advisors Llc | 66.376 | 0,28 | 3.586 | 13,99 | ||||
| 2026-07-17 | 13F | Diversified Trust Co | 29.280 | 0,00 | 1.582 | 13,66 | ||||
| 2026-07-28 | 13F | Creative Financial Designs Inc /adv | 2.007 | 0,30 | 108 | 13,68 | ||||
| 2026-08-14 | 13F | United Capital Financial Advisers, Llc | 23.185 | 17,98 | 1.253 | 34,15 | ||||
| 2026-08-06 | 13F | Maridea Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-23 | 13F | Tsfg, Llc | 1.115 | 0,00 | 0 | |||||
| 2026-10-07 | 13F | SigFig Wealth Management, LLC | 46.482 | -4,52 | 2.530 | -3,77 | ||||
| 2026-07-14 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16.980 | 0,02 | 917 | 13,77 | ||||
| 2026-08-14 | 13F | Cresset Asset Management, LLC | 66.251 | 121,40 | 3.580 | 151,69 | ||||
| 2026-08-11 | 13F | Foster Dykema Cabot & Partners, Llc | 190 | 0,00 | 10 | 11,11 | ||||
| 2026-08-12 | 13F | First Commonwealth Financial Corp /pa/ | 6.400 | 0,00 | 346 | 13,49 | ||||
| 2026-07-24 | 13F | Aprio Wealth Management, LLC | 11.963 | 0,03 | 646 | 13,73 | ||||
| 2026-08-10 | 13F | Great Lakes Advisors, Llc | 46.509 | -0,01 | 2.513 | 13,67 | ||||
| 2026-10-16 | 13F | Mosley Wealth Management | 586 | 0,00 | 33 | 3,23 | ||||
| 2026-08-11 | 13F | Geometric Wealth Advisors | 5.180 | 0,00 | 280 | 13,41 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 5.071 | 0,28 | 0 | |||||
| 2026-10-05 | 13F | Ferguson Wellman Capital Management, Inc | 4.990 | 0,00 | 272 | 0,74 | ||||
| 2026-10-15 | 13F | WealthPlan Investment Management, LLC | 21.789 | -6,77 | 1.186 | -6,10 | ||||
| 2026-08-04 | 13F | Gateway Wealth Partners, LLC | 11.528 | -66,72 | 623 | -62,21 | ||||
| 2026-08-05 | 13F | Parallel Advisors, LLC | 10.052 | 543 | ||||||
| 2026-07-17 | 13F | Cidel Asset Management Inc | 118.132 | 1,90 | 6.383 | 15,85 | ||||
| 2026-07-16 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-08-04 | 13F | M&t Bank Corp | 5.045 | 0,00 | 273 | 13,81 | ||||
| 2026-10-09 | 13F | Montz Harcus Wealth Management LLC | 354.137 | 2,72 | 19.276 | 3,48 | ||||
| 2026-08-07 | 13F | Wealthfront Advisers Llc | 66.381 | 4,96 | 3.587 | 19,33 | ||||
| 2026-08-10 | 13F | Glenmede Trust Co Na | 271.469 | -7,66 | 14.667 | 6,33 | ||||
| 2026-08-10 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.422 | -0,88 | 347 | 12,70 | ||||
| 2026-08-07 | 13F | Dunhill Financial, LLC | 2.431 | -3,72 | 131 | 9,17 | ||||
| 2026-07-31 | 13F | New Republic Capital, LLC | 4.669 | 0,30 | 252 | 14,03 | ||||
| 2026-09-01 | 13F | Planning Project LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-10 | 13F | Vise Technologies, Inc. | 28.803 | 49,75 | 1.556 | 72,51 | ||||
| 2026-09-14 | 13F | SkyView Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-08-14 | 13F | Bank Of America Corp /de/ | 10.913.014 | -1,71 | 589.630 | 11,73 | ||||
| 2026-09-02 | 13F | Range Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-30 | 13F | Diversify Wealth Management, Llc | 6.878 | 13,52 | 375 | 21,36 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-10-06 | 13F | Legacy Private Trust Co. | 74.708 | -4,86 | 4.066 | -4,15 | ||||
| 2026-08-14 | 13F | Betterment LLC | 3.977 | 0 | ||||||
| 2026-08-11 | 13F | Stratos Wealth Partners, LTD. | 32.661 | 1,12 | 1.765 | 14,92 | ||||
| 2026-08-12 | 13F | Harbour Investments, Inc. | 6.299 | -3,45 | 340 | 9,68 | ||||
| 2026-08-12 | 13F | MCF Advisors LLC | 14.697 | 1.993,59 | 794 | 2.306,06 | ||||
| 2026-08-13 | 13F | Fidelis Capital Partners, LLC | 4.572 | 0,00 | 247 | 13,82 | ||||
| 2026-07-24 | 13F | Townsend Asset Management Corp /nc/ /adv | 960 | 0,00 | 52 | 13,33 | ||||
| 2026-07-22 | 13F | Sylvest Advisors, LLC | 26.225 | 140,84 | 1.417 | 173,89 | ||||
| 2026-07-30 | 13F | Signature Equity Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-14 | 13F | Empowered Funds, LLC | 27.531 | 8,24 | 1.488 | 23,10 | ||||
| 2026-08-05 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 129.107 | 22,34 | 6.976 | 39,08 | ||||
| 2026-08-11 | 13F | Beckerman Institutional, LLC | 8.425 | -16,05 | 455 | -4,41 | ||||
| 2026-08-13 | 13F | Markowski Investments | 115 | 6 | ||||||
| 2026-10-14 | 13F | Colorado Capital Management, Inc. | 27.045 | 0,00 | 1 | 0,00 | ||||
| 2026-10-08 | 13F | Farther Finance Advisors, LLC | 53.120 | 42,42 | 2.891 | 43,47 | ||||
| 2026-10-07 | 13F | Stephenson National Bank & Trust | 6.273 | 0,00 | 341 | 0,89 | ||||
| 2026-08-07 | 13F | Diversify Advisory Services, LLC | 6.878 | 375 | ||||||
| 2026-08-14 | 13F | Natixis Advisors, L.p. | 15.698 | 5,70 | 1 | |||||
| 2026-10-06 | 13F | Iowa State Bank | 4.750 | 0,00 | 259 | 0,78 | ||||
| 2026-08-10 | 13F | National Bank Of Canada /fi/ | 526.029 | -1,09 | 28.411 | 12,39 | ||||
| 2026-08-13 | 13F | Renaissance Technologies Llc | 5.506 | -81,52 | 297 | -79,03 | ||||
| 2026-08-12 | 13F | EP Wealth Advisors, Inc. | 37.367 | 9,60 | 2.019 | 24,57 | ||||
| 2026-10-09 | 13F | Breakwater Capital Group | 440.276 | -1,30 | 23.964 | -0,56 | ||||
| 2026-07-23 | 13F | Capital Investment Advisory Services, LLC | 12.213 | 7,82 | 660 | 22,49 | ||||
| 2026-08-13 | 13F | Soundwatch Capital LLC | 7.185 | 4,81 | 388 | 19,38 | ||||
| 2026-08-10 | 13F | Ellevest, Inc. | 140.355 | 0,61 | 7.569 | 14,15 | ||||
| 2026-08-12 | 13F | Bragg Financial Advisors, Inc | 32.710 | -1,87 | 1.767 | 11,55 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-08-13 | 13F | Missouri Trust & Investment Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-14 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-28 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-07-29 | 13F | Klingman & Associates, LLC | 614.153 | -0,64 | 33.183 | 12,94 | ||||
| 2026-10-13 | 13F | Beacon Investment Advisory Services, Inc. | 760 | 0,00 | 41 | 0,00 | ||||
| 2026-07-30 | 13F | Roundview Capital LLC | 8.865 | -2,74 | 479 | 10,39 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 6.246 | 297 | ||||||
| 2026-08-06 | 13F | HBK Sorce Advisory LLC | 5.800 | 0,00 | 324 | 6,25 | ||||
| 2026-07-22 | 13F | Indiana Trust & Investment Management CO | 7.995 | 0,00 | 432 | 13,42 | ||||
| 2026-07-24 | 13F | Charter Capital Management, LLC\DE | 604.491 | 1,57 | 32.661 | 15,46 | ||||
| 2026-10-09 | 13F | Williams & Novak, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-06 | 13F | Geneos Wealth Management Inc. | 861 | 10,81 | 47 | 27,78 | ||||
| 2026-07-31 | 13F | JMG Financial Group, Ltd. | 7.438 | 402 | ||||||
| 2026-10-06 | 13F | Heritage Wealth Architects, Inc. | 527.580 | -1,51 | 28.927 | -0,84 | ||||
| 2026-07-24 | 13F | Intrua Financial, LLC | 25.664 | 2,09 | 1.387 | 16,08 | ||||
| 2026-08-12 | 13F | GWM Advisors LLC | 30.239 | 37,63 | 1.634 | 272,83 | ||||
| 2026-05-28 | NP | PRAE - PlanRock Alternative Growth ETF | 16.558 | -14,79 | 787 | 0,25 | ||||
| 2026-07-31 | 13F | Avion Wealth | 498 | 0,00 | 0 | |||||
| 2026-07-27 | 13F | Three Bridge Wealth Advisors, LLC | 143.409 | 1,32 | 7.748 | 15,18 | ||||
| 2026-08-14 | 13F | Flow Traders U.s. Llc | 6.877 | 0 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-07-27 | 13F | Key Capital Management, INC | 3.289 | 0,00 | 178 | 13,46 | ||||
| 2026-08-13 | 13F | Sanctuary Advisors, LLC | 6.631 | 18,88 | 358 | 35,09 | ||||
| 2026-07-14 | 13F | Plancorp, LLC | 9.168 | 0,00 | 499 | 10,89 | ||||
| 2026-10-13 | 13F | MLG Wealth Management DBA Pine Grove Financial Group | 38.422 | -2,11 | 2.091 | -1,37 | ||||
| 2026-08-03 | 13F | Pinnacle Associates Ltd | 5.630 | 0,00 | 304 | 13,86 | ||||
| 2026-10-14 | 13F | Navigate Wealth Management, LLC | 38.545 | 0,01 | 2.141 | 2,15 | ||||
| 2026-08-05 | 13F | Maseco Llp | 3.700 | 200 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 4.558 | -9,02 | 217 | -8,09 | ||||
| 2026-07-30 | 13F | Claro Advisors LLC | 8.210 | 0,00 | 444 | 13,59 | ||||
| 2026-08-04 | 13F | Provident Wealth Management, LLC | 2.379 | 0,00 | 129 | 13,27 | ||||
| 2026-10-19 | 13F | Private Wealth Management Group, LLC | 328 | 0,00 | 18 | 0,00 | ||||
| 2026-07-10 | 13F | Abound Wealth Management | 433 | 56,32 | 23 | 76,92 | ||||
| 2026-10-15 | 13F | Mission Wealth Management, Lp | 9.437 | 514 | ||||||
| 2026-08-03 | 13F | Oppenheimer & Co Inc | 17.888 | 10,74 | 966 | 25,95 | ||||
| 2026-08-10 | 13F | Great Valley Advisor Group, Inc. | 54.308 | -0,03 | 2.934 | 13,59 | ||||
| 2026-10-13 | 13F | Bouvel Investment Partners, LLC | 176.416 | -13,55 | 9.602 | -12,91 | ||||
| 2026-07-27 | 13F | Gladstone Institutional Advisory LLC | 18.750 | -0,13 | 1.013 | 13,57 | ||||
| 2026-07-30 | 13F/A | Cambridge Investment Research Advisors, Inc. | 517.849 | 4,33 | 28 | 17,39 | ||||
| 2026-06-26 | NP | BLUX - Bluemonte Dynamic Total Market ETF | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-04 | 13F | Rollins Financial Advisors, LLC | 83.217 | 0,87 | 4.496 | 14,66 | ||||
| 2026-08-07 | 13F | Resources Investment Advisors, LLC. | 31.295 | 0,10 | 1.691 | 13,80 | ||||
| 2026-08-10 | 13F | AssuredPartners Investment Advisors, LLC | 10.164 | 0,31 | 549 | 12,73 | ||||
| 2026-07-21 | 13F | Old Port Advisors | 3.930 | 212 | ||||||
| 2026-08-07 | 13F | BOK Financial Private Wealth, Inc. | 2.302 | -22,20 | 124 | -11,43 | ||||
| 2026-07-27 | 13F | Woodmont Investment Counsel Llc | 4.883 | 0,00 | 264 | 13,36 | ||||
| 2026-10-14 | 13F | Elmwood Wealth Management, Inc. | 8.436 | 0,00 | 459 | 0,88 | ||||
| 2026-07-24 | 13F | Flynn Zito Capital Management, Llc | 427.695 | 0,71 | 23.108 | 14,48 | ||||
| 2026-08-14 | 13F | MAI Capital Management | 125.519 | 14,64 | 6.782 | 30,33 | ||||
| 2026-10-13 | 13F | Connecticut Wealth Management, LLC | 10.866 | 0,00 | 591 | 0,68 | ||||
| 2026-07-27 | 13F | Tilson Financial Group, Inc. | 5.535 | 0,00 | 299 | 13,69 | ||||
| 2026-08-05 | 13F | Williams Jones Wealth Management, LLC. | 4.115 | 222 | ||||||
| 2026-07-28 | 13F | Kestra Advisory Services, LLC | 77.333 | -1,16 | 4.178 | 12,37 | ||||
| 2026-10-13 | 13F | Gill Capital Partners, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-08-12 | 13F | Us Bancorp \de\ | 60.549 | 5,77 | 3.271 | 20,26 | ||||
| 2026-08-11 | 13F | Tradition Wealth Management, LLC | 4.140 | 224 | ||||||
| 2026-08-13 | 13F | Ubs Asset Management Americas Inc | 22.383 | -20,94 | 1.209 | -10,11 | ||||
| 2026-08-14 | 13F | Aqr Capital Management Llc | 524.792 | 29,89 | 28.354 | 47,65 |
