Basisstatistiken
| Institutionelle Eigentümer | 421 total, 420 long only, 0 short only, 1 long/short - change of -5,65% MRQ |
| Durchschnittliche Portfolioallokation | 0.2895 % - change of -8,37% MRQ |
| Institutionelle Aktien (Long) | 125.214.368 (ex 13D/G) - change of -2,30MM shares -1,66% MRQ |
| Institutioneller Wert (Long) | $ 1.876.585 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) (MX:SMFG N) hat 421 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 125,214,368 Aktien. Die größten Aktionäre sind Morgan Stanley, Goldman Sachs Group Inc, Fmr Llc, BlackRock, Inc., Clark Capital Management Group, Inc., Northern Trust Corp, Dimensional Fund Advisors Lp, Envestnet Asset Management Inc, Renaissance Technologies Llc, and Wells Fargo & Company/mn .
Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) (BMV:SMFG N) 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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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 366 | 6 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 529.444 | 18,88 | 8.000 | 16,18 | ||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Guggenheim Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 69.842 | 1.055 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 323 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | State Street Corp | 13.954 | 0,00 | 211 | -2,33 | ||||
| 2025-10-22 | 13F | Capital Performance Advisors Llp | 14.556 | 7,89 | 244 | 19,70 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 170.397 | 53,32 | 2.575 | 49,83 | ||||
| 2025-08-12 | 13F | Westfield Capital Management Co Lp | 541.882 | 8.188 | ||||||
| 2025-10-20 | 13F | HighMark Wealth Management LLC | 160 | 3 | ||||||
| 2025-08-25 | NP | AADR - AdvisorShares Dorsey Wright ADR ETF | 67.819 | 18,47 | 1.025 | 15,71 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-10-24 | 13F | Cromwell Holdings LLC | 13.841 | 0,00 | 232 | 10,53 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 73.962 | 6,66 | 1.118 | 4,20 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.951 | 49,85 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 25.123 | 21,19 | 380 | 18,44 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 35.488 | 94,42 | 536 | 90,07 | ||||
| 2025-10-27 | 13F | Financial Network Wealth Advisors LLC | 105 | 0,00 | 2 | 0,00 | ||||
| 2025-10-10 | 13F | Putnam Fl Investment Management Co | 10.177 | -13,14 | 170 | -3,95 | ||||
| 2025-08-13 | 13F | Causeway Capital Management Llc | 301.796 | 4.560 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 53.815 | 4,61 | 813 | 2,26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 12.025 | 182 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 20.626 | -8,04 | 312 | -10,12 | ||||
| 2025-09-25 | NP | DXIV - Dimensional International Vector Equity ETF | 1.501 | 28,62 | 23 | 37,50 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 56.346 | 0,00 | 851 | -2,30 | ||||
| 2025-08-14 | 13F | Axa S.a. | 8.000 | 0,00 | 121 | -2,44 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 63.217 | 955 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 269.294 | 4.069 | ||||||
| 2025-08-22 | NP | MLMIX - Global Core Portfolio Class I | 83.050 | -13,00 | 1.255 | -14,98 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) | 3.000 | 0,00 | 45 | -2,17 | ||||
| 2025-07-28 | NP | AVDEX - Avantis International Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 63.174 | 0,00 | 974 | 0,62 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 2.029 | 204,65 | 31 | 200,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 11.313 | 4.973,09 | 171 | 5.566,67 | ||||
| 2025-10-22 | 13F | Five Oceans Advisors | 24.405 | 0,00 | 409 | 10,87 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.017.709 | 1,39 | 30.488 | -0,90 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1.837 | -69,75 | 0 | |||||
| 2025-10-10 | 13F | Natural Investments, Llc | 14.648 | 1,40 | 0 | |||||
| 2025-08-28 | NP | IDVO - Amplify International Enhanced Dividend Income ETF | 594.283 | 118,64 | 8.980 | 113,68 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 108.501 | 12,82 | 1.639 | 17,66 | ||||
| 2025-10-29 | 13F | Root Financial Partners, LLC | 938 | 16 | ||||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 14.026 | -3,51 | 212 | -5,80 | ||||
| 2025-10-15 | 13F | Private Trust Co Na | 1.328 | -39,86 | 22 | -33,33 | ||||
| 2025-05-09 | 13F | Taika Capital, LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9.684.069 | 0,45 | 146.326 | -1,82 | ||||
| 2025-10-15 | 13F | Financial Management Professionals, Inc. | 1.457 | -4,52 | 24 | 4,35 | ||||
| 2025-09-25 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares | 2.798 | 0,00 | 42 | 7,69 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 370.368 | 2,41 | 5.596 | 0,09 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 38 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 463.502 | -48,32 | 7.004 | -49,50 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 242.112 | 85,90 | 3.658 | 81,72 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class | 14.818 | 0,00 | 224 | -2,62 | ||||
| 2025-09-26 | NP | GENW - Genter Capital International Dividend ETF | 4.252 | 116,61 | 64 | 137,04 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 42.143 | 14,52 | 637 | 11,97 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 38 | -91,32 | 1 | -100,00 | ||||
| 2025-10-09 | 13F | Louisbourg Investments Inc. | 26.652 | 0,00 | 446 | 10,95 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 253.494 | 37,22 | 3.830 | 34,15 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 58 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 980 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 23 | 0 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 16.598 | 12,61 | 251 | |||||
| 2025-10-10 | 13F | Sound Income Strategies, LLC | 794 | 0,00 | 13 | 9,09 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100,00 | 0 | |||||
| 2025-09-25 | NP | DFAI - Dimensional International Core Equity Market ETF | 880.886 | 0,00 | 13.337 | 6,62 | ||||
| 2025-08-12 | 13F/A | Boston Partners | 418.390 | -0,73 | 6.324 | -2,29 | ||||
| 2025-07-29 | NP | SGLIX - SGI Global Equity Fund Class I Shares | 97.867 | 12,29 | 1.508 | 13,04 | ||||
| 2025-08-11 | 13F | Dorsey Wright & Associates | 97.309 | -38,94 | 1.470 | -40,34 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 254.666 | 3.848 | ||||||
| 2025-07-28 | NP | AVIV - Avantis International Large Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 242.744 | 0,00 | 3.741 | 0,65 | ||||
| 2025-10-23 | 13F | HB Wealth Management, LLC | 37.524 | 36,69 | 628 | 51,69 | ||||
| 2025-07-24 | NP | PRAY - FIS Biblically Responsible Risk Managed ETF | 50.928 | 0,00 | 785 | 0,64 | ||||
| 2025-10-23 | 13F | Clean Yield Group | 250 | 0,00 | 4 | 33,33 | ||||
| 2025-10-27 | 13F | Versant Capital Management, Inc | 31.219 | 2,15 | 523 | 13,23 | ||||
| 2025-10-10 | 13F | Brown, Lisle/cummings, Inc. | 119 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1.357.193 | 137,38 | 20.507 | 132,01 | ||||
| 2025-05-13 | 13F | Leuthold Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | CVA Family Office, LLC | 115 | 0,00 | 2 | 0,00 | ||||
| 2025-10-09 | 13F | Redhawk Wealth Advisors, Inc. | 23.525 | 37,49 | 394 | 52,33 | ||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 10.536 | 0,00 | 176 | 10,69 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 82.101 | 22,11 | 1.241 | 19,35 | ||||
| 2025-10-28 | 13F | Eagle Global Advisors Llc | 305.000 | -1,93 | 5.106 | 8,64 | ||||
| 2025-10-28 | 13F | American Capital Advisory, LLC | 86 | 1 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 501 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 44.278 | -3,62 | 673 | -6,92 | ||||
| 2025-10-16 | 13F | Burns Matteson Capital Management, LLC | 13.402 | 24,72 | 224 | 38,27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47.606 | 46,48 | 719 | 43,23 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3.123 | -5,05 | 47 | -6,00 | ||||
| 2025-08-14 | 13F | Massar Capital Management, LP | 500.000 | 7.555 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 58.132 | 3,26 | 878 | 0,92 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 125 | 0 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 293.729 | 56,26 | 4.439 | 52,72 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 728 | 0,00 | 12 | 10,00 | ||||
| 2025-10-28 | 13F | Campbell & CO Investment Adviser LLC | 70.083 | -30,47 | 1.173 | -22,93 | ||||
| 2025-10-08 | 13F/A | Westwood Holdings Group Inc | 36.940 | -4,37 | 558 | -6,53 | ||||
| 2025-10-29 | 13F | WPG Advisers, LLC | 515 | 12,69 | 9 | 33,33 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 | 0,00 | 0 | |||||
| 2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 245.219 | -5,68 | 3.779 | -5,08 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 21.302 | -0,71 | 322 | -3,02 | ||||
| 2025-05-14 | 13F | Peak6 Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 63.295 | -2,30 | 956 | -4,50 | ||||
| 2025-05-14 | 13F | Peak6 Llc | 0 | -100,00 | 0 | |||||
| 2025-10-02 | 13F | GAMMA Investing LLC | 30.985 | 6,18 | 519 | 17,73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41.206 | 187,05 | 623 | 181,45 | ||||
| 2025-10-06 | 13F | Gradient Investments LLC | 73.350 | 69,30 | 1.228 | 87,61 | ||||
| 2025-07-24 | 13F | Benson Investment Management Company, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 14.800 | 3,50 | 224 | 0,90 | ||||
| 2025-10-28 | 13F | Ritholtz Wealth Management | 126.194 | -0,90 | 2.112 | 9,77 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 317.513 | -6,58 | 4.798 | -8,70 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 16.657 | 2,22 | 252 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 165 | -52,31 | 2 | -60,00 | ||||
| 2025-06-27 | NP | CIGRX - Calamos International Growth Fund Class A | 255.230 | -22,14 | 3.624 | -25,69 | ||||
| 2025-10-20 | 13F | Albion Financial Group /ut | 644 | 0,00 | 11 | 11,11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61.153 | 17,24 | 924 | 14,64 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1.409 | -8,63 | 21 | -8,70 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 263.930 | -9,03 | 3.988 | -11,10 | ||||
| 2025-10-30 | 13F | Myriad Asset Management US LP | 116.634 | -31,19 | 1.952 | -23,78 | ||||
| 2025-10-24 | 13F | ORG Wealth Partners, LLC | 277 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.921.712 | 4,41 | 29.037 | 2,05 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 26.563 | -24,33 | 411 | -19,29 | ||||
| 2025-10-22 | 13F | Cerity Partners LLC | 451.265 | -1,67 | 7.554 | 8,94 | ||||
| 2025-08-12 | 13F | Dimensional Fund Advisors Lp | 2.877.011 | -0,31 | 43.472 | -2,57 | ||||
| 2025-07-31 | 13F | Caitong International Asset Management Co., Ltd | 590 | 87,90 | 9 | 100,00 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-03 | 13F | Aaron Wealth Advisors LLC | 62.283 | 1,43 | 1.043 | 12,41 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 21.475 | 324 | ||||||
| 2025-10-08 | 13F | Rise Advisors, LLC | 1.866 | 1,36 | 31 | 14,81 | ||||
| 2025-10-27 | 13F | Td Private Client Wealth Llc | 3.541 | -4,19 | 59 | 7,27 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 43.117 | -5,44 | 651 | -7,53 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 14.062 | -4,16 | 212 | -6,19 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 93.850 | -8,30 | 1.418 | -10,37 | ||||
| 2025-10-22 | 13F | City Holding Co | 244 | 4 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15.912 | 240 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2.070.773 | 26,08 | 31.289 | 23,22 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 24.011 | 56,63 | 363 | 52,74 | ||||
| 2025-10-23 | 13F | Steigerwald, Gordon & Koch Inc. | 750 | 13 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.717 | -3,38 | 41 | -4,65 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.190.566 | 0,09 | 17.989 | -2,18 | ||||
| 2025-10-30 | 13F | Bailard, Inc. | 35.396 | 25,31 | 593 | 38,97 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 70.886 | 2,12 | 1.071 | -0,19 | ||||
| 2025-10-22 | 13F | Greenleaf Trust | 170.091 | -0,00 | 2.847 | 10,78 | ||||
| 2025-09-25 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11.351 | 0,00 | 172 | 6,21 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 631.310 | 8,98 | 9.539 | 6,52 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 5.616 | -3,11 | 85 | -5,62 | ||||
| 2025-10-22 | 13F | Cordatus Wealth Management LLC | 36.122 | 0,29 | 605 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2.411 | 0,00 | 36 | -2,70 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19.664 | -8,80 | 297 | -10,81 | ||||
| 2025-07-29 | NP | GINX - SGI Enhanced Global Income ETF | 30.155 | 12,07 | 465 | 12,90 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 58.268 | 100,00 | 880 | 95,56 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 252.955 | 58,14 | 3.800 | 48,11 | ||||
| 2025-10-10 | 13F | Trust Point Inc. | 16.814 | 39,94 | 281 | 55,25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Moran Wealth Management, LLC | 320.272 | 3,28 | 5.361 | 14,43 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 260 | 92,59 | 4 | 50,00 | ||||
| 2025-10-14 | 13F | Intergy Private Wealth, LLC | 12.143 | 10,28 | 203 | 22,29 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 16.897 | -33,16 | 255 | -34,62 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 55.008 | -0,41 | 831 | -2,58 | ||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 48.675 | 735 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 25.673 | 24,24 | 419 | 41,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 471.176 | 10,35 | 7.119 | 7,85 | ||||
| 2025-10-28 | 13F | Richardson Financial Services Inc. | 3.631 | 1,51 | 61 | 11,11 | ||||
| 2025-10-20 | 13F | Allspring Global Investments Holdings, LLC | 626.801 | -3,45 | 10.267 | 4,73 | ||||
| 2025-10-15 | 13F | Cwm, Llc | 16.516 | 5,97 | 0 | |||||
| 2025-10-29 | 13F | Canopy Partners, LLC | 13.368 | 6,45 | 224 | 17,99 | ||||
| 2025-10-29 | 13F | Dynasty Wealth Management, Llc | 14.130 | 237 | ||||||
| 2025-09-24 | NP | SNTKX - Steward International Enhanced Index Fund Class A | 265.464 | 13,81 | 4.019 | 21,35 | ||||
| 2025-09-25 | NP | DFIV - Dimensional International Value ETF | 1.031.000 | 0,00 | 15.609 | 6,62 | ||||
| 2025-10-23 | 13F | Park Avenue Securities Llc | 155.951 | -29,48 | 3 | -33,33 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7.727 | 176,16 | 117 | 169,77 | ||||
| 2025-10-15 | 13F | Net Worth Advisory Group | 22.103 | -3,91 | 370 | 6,63 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.302.411 | 19,70 | 34.789 | 16,99 | ||||
| 2025-10-02 | 13F | Investors Research Corp | 56.554 | 0,00 | 947 | 10,77 | ||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 67.819 | 18,47 | 1.025 | 18,66 | ||||
| 2025-08-14 | 13F | Xponance, Inc. | 13.447 | 1,57 | 203 | -0,49 | ||||
| 2025-09-25 | NP | DFSI - Dimensional International Sustainability Core 1 ETF | 34.500 | 0,00 | 522 | 6,75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.840 | -14,28 | 43 | -17,65 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 866 | 18,14 | 13 | 30,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 65.854 | 2,61 | 995 | 0,30 | ||||
| 2025-07-17 | 13F | V-Square Quantitative Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 12.375 | 193 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 205.071 | 75.571,96 | 3.099 | 77.350,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 368.987 | 108,17 | 5.575 | 103,47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7.370 | 139,91 | 112 | 131,25 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 25 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 942 | 3,63 | 14 | 0,00 | ||||
| 2025-10-22 | 13F | Commonwealth Equity Services, Llc | 14.998 | 29,04 | 0 | |||||
| 2025-08-06 | 13F | Paradigm Asset Management Co Llc | 6.300 | 0,00 | 95 | -2,06 | ||||
| 2025-09-26 | NP | WHGHX - Westwood High Income Fund Institutional Shares | 36.879 | 0,00 | 558 | 6,69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 212.842 | -13,69 | 3.216 | -15,63 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10.447 | 158 | ||||||
| 2025-10-28 | 13F | Qrg Capital Management, Inc. | 265.369 | -37,42 | 4.442 | -30,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.979 | 163,16 | 30 | 163,64 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 56.949 | 860 | ||||||
| 2025-10-20 | 13F | Calamos Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 4.456 | 1.323,64 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 80.550 | 18,64 | 1.314 | 34,94 | ||||
| 2025-07-28 | NP | AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1.340.775 | 9,61 | 20.661 | 10,33 | ||||
| 2025-09-26 | NP | PID - Invesco International Dividend Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 949.706 | 6,22 | 14.379 | 13,25 | ||||
| 2025-10-14 | 13F | Yousif Capital Management, Llc | 54.869 | -27,28 | 919 | -19,47 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 69.780 | -7,53 | 1.054 | -9,61 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 125 | 0,00 | 2 | 0,00 | ||||
| 2025-10-22 | 13F | Motco | 187 | 0,00 | 3 | 50,00 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 166.010 | 4,40 | 2.508 | 2,03 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3.743 | 401,74 | 57 | 409,09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 45.034 | -3,94 | 680 | -6,08 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 18.660 | 282 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 20.960 | -0,48 | 322 | -1,23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 623.557 | 7,79 | 9.423 | 5,36 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 206 | 3 | ||||||
| 2025-10-10 | 13F | Financial Connections Group, Inc. | 561 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 13.688 | 0,87 | 207 | -1,44 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 18.070 | 5,02 | 273 | 2,63 | ||||
| 2025-08-13 | 13F | Shelton Capital Management | 27.994 | -0,64 | 423 | -2,99 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 22.581 | 341 | ||||||
| 2025-08-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 38 | 1.800,00 | 1 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 127 | 2 | ||||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 80.482 | 6,87 | 1.216 | 4,47 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 33 | 0,00 | 1 | |||||
| 2025-07-21 | 13F | Credential Securities Inc. | 548 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 472.246 | -0,26 | 7.136 | -2,53 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 12.539 | 189 | ||||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | TPIAX - Timothy Plan International Fund Class A | 309.000 | 0,00 | 4.669 | -2,28 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 28.574 | -0,10 | 432 | -2,71 | ||||
| 2025-10-15 | 13F | BSW Wealth Partners | 15.344 | -14,01 | 257 | -4,83 | ||||
| 2025-07-30 | 13F | Rnc Capital Management Llc | 41.763 | 13,46 | 631 | 10,90 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10.000 | 0,00 | 151 | -1,95 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 388 | 0,00 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 19.003 | -0,18 | 291 | -1,02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 58.805 | 92,25 | 889 | 88,14 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 384 | 39,64 | 6 | 25,00 | ||||
| 2025-10-22 | 13F | Kathmere Capital Management, LLC | 19.011 | 76,67 | 318 | 96,30 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 25.117 | 7,03 | 380 | 4,70 | ||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10.312 | 156 | ||||||
| 2025-07-30 | NP | QDISX - Fisher Investments Institutional Group Stock Fund for Retirement Plans | 104 | 2 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 237.619 | -6,57 | 3.590 | -8,70 | ||||
| 2025-07-30 | NP | QDVSX - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans | 167 | 3 | ||||||
| 2025-07-16 | 13F | American National Bank | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 6.517.672 | 0,33 | 98.482 | -1,94 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 638.408 | -4,81 | 9.646 | -6,96 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 600.355 | -4,96 | 9.071 | -7,12 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2.570 | 39 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 251.199 | 2,39 | 3.796 | 0,08 | ||||
| 2025-10-14 | 13F | Highline Wealth Partners Llc | 848 | 0,00 | 14 | 16,67 | ||||
| 2025-05-15 | 13F | Aquatic Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 35.383 | -1,05 | 535 | -3,26 | ||||
| 2025-05-15 | 13F | Jain Global LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 100.495 | -0,39 | 1.554 | 6,30 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 95 | 578,57 | 1 | |||||
| 2025-10-24 | 13F | Pinnacle Bancorp, Inc. | 499 | 0,00 | 8 | 14,29 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 146.090 | 21,72 | 2.207 | 26,91 | ||||
| 2025-08-27 | NP | GSIB - Themes Global Systemically Important Banks ETF | 30.437 | 116,97 | 460 | 112,50 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 34.528 | 1,33 | 1 | |||||
| 2025-08-13 | 13F | Te Ahumairangi Investment Management Ltd | 22.657 | -34,63 | 0 | |||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 35.578 | 10,34 | 538 | 7,83 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 6.916 | 697,69 | 105 | 700,00 | ||||
| 2025-10-29 | 13F | Massachusetts Financial Services Co /ma/ | 643.443 | 69,69 | 10.771 | 88,01 | ||||
| 2025-10-30 | 13F | Parkside Financial Bank & Trust | 5.241 | 1,43 | 88 | 11,54 | ||||
| 2025-10-29 | 13F | Sequoia Financial Advisors, LLC | 97.630 | 7,41 | 1.634 | 19,01 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-21 | 13F | Salomon & Ludwin, LLC | 2.035 | 2.443,75 | 34 | 3.200,00 | ||||
| 2025-10-16 | 13F | Ronald Blue Trust, Inc. | 23.777 | -1,01 | 398 | 9,94 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 15.891 | -23,22 | 240 | -24,76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 282.078 | 10,37 | 4.262 | 7,87 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 96.208 | 1.454 | ||||||
| 2025-05-13 | 13F | Freestone Capital Holdings, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1.876 | 0,00 | 28 | -3,45 | ||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 36.510 | -16,89 | 552 | -18,85 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 53.257 | 155,01 | 813 | 152,48 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-23 | 13F | CX Institutional | 142 | 0,00 | 0 | |||||
| 2025-10-24 | 13F | ORG Partners LLC | 1.505 | 0,00 | 25 | 13,64 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 46.140 | 28,20 | 697 | 25,36 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 918.216 | 26,93 | 13.874 | 24,05 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 101.046 | 0,55 | 1.527 | -1,74 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | Optas, LLC | 15.953 | 0,82 | 267 | 11,72 | ||||
| 2025-10-23 | 13F | Spire Wealth Management | 564 | 0,00 | 9 | 12,50 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 22.465 | 13,55 | 339 | 11,15 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 157.509 | -2,45 | 2.380 | 1,71 | ||||
| 2025-10-29 | 13F | Sage Mountain Advisors LLC | 18.780 | 2,94 | 314 | 14,18 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 29.310 | 1,50 | 443 | -0,90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 163.866 | 36,97 | 2.476 | 33,91 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 37.303 | -3,43 | 564 | -5,70 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11.127 | 168 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27.824 | -65,72 | 420 | -66,51 | ||||
| 2025-10-23 | 13F | Venturi Wealth Management, LLC | 15.306 | 25,40 | 256 | 39,13 | ||||
| 2025-10-29 | 13F | Walkner Condon Financial Advisors LLC | 10.397 | 174 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 533 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 18.300 | -99,46 | 277 | -99,47 | |||
| 2025-08-15 | 13F | Binnacle Investments Inc | 456 | 119,23 | 7 | 100,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 554.918 | -0,50 | 8.385 | -2,76 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 154.903 | 18,45 | 2.395 | 26,40 | ||||
| 2025-10-15 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 25.735 | 0 | ||||||
| 2025-08-14 | 13F | Seldon Capital Lp | 92.885 | 1.403 | ||||||
| 2025-10-29 | 13F | HHM Wealth Advisors, LLC | 806 | 0,00 | 13 | 8,33 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 42.356 | -25,18 | 640 | -26,97 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 120.889 | -3,56 | 1.827 | -5,73 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 107 | 2 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 17.891 | -4,49 | 270 | -6,57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 265 | 4 | ||||||
| 2025-08-14 | 13F | Syon Capital Llc | 22.768 | -8,81 | 344 | -10,88 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32.122 | 315,12 | 485 | 307,56 | ||||
| 2025-10-21 | 13F | Signaturefd, Llc | 217.598 | 1,01 | 3.643 | 11,92 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 94 | 0,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 1.677.500 | 16.029,81 | 25.347 | 15.741,88 | |||
| 2025-08-13 | 13F | Northern Trust Corp | 5.595.165 | 7,83 | 84.543 | 5,39 | ||||
| 2025-10-21 | 13F | PDS Planning, Inc | 49.331 | 4,85 | 826 | 16,20 | ||||
| 2025-10-22 | 13F | Geneos Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Entropy Technologies, LP | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 33.694 | -1,32 | 478 | -3,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 31.256.899 | -10,91 | 472.292 | -12,93 | ||||
| 2025-10-22 | 13F | Augustine Asset Management Inc | 265.068 | -0,18 | 4.437 | 10,59 | ||||
| 2025-10-17 | 13F | Sowell Financial Services LLC | 14.783 | -20,94 | 247 | -12,41 | ||||
| 2025-10-24 | 13F | Covenant Partners, LLC | 37.262 | 0,00 | 624 | 10,66 | ||||
| 2025-10-14 | 13F | Farther Finance Advisors, LLC | 14.750 | 6,67 | 247 | 18,27 | ||||
| 2025-08-26 | NP | FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 | 73.487 | 24,42 | 1.110 | 21,58 | ||||
| 2025-08-08 | 13F | Creative Planning | 495.765 | -13,26 | 7.491 | -15,22 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 16.214 | 11,90 | 245 | 8,93 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 976.618 | 2.625,85 | 14.757 | 2.568,35 | ||||
| 2025-10-20 | 13F | Ascent Group, LLC | 13.090 | -4,96 | 219 | 5,29 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 57.867 | 15,88 | 875 | 13,36 | ||||
| 2025-10-08 | 13F | Wedmont Private Capital | 16.254 | -4,06 | 261 | 3,57 | ||||
| 2025-10-17 | 13F | Traveka Wealth, LLC | 25.740 | 0,28 | 431 | 11,11 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 12.265 | -8,09 | 185 | -10,19 | ||||
| 2025-10-14 | 13F | Generali Investments CEE, investicni spolecnost, a.s. | 19.800 | 0,00 | 331 | 10,70 | ||||
| 2025-10-20 | 13F | Merit Financial Group, LLC | 25.249 | 10,07 | 423 | 21,97 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 964.866 | 5,07 | 14.579 | 2,70 | ||||
| 2025-10-30 | 13F | Lockheed Martin Investment Management Co | 70.230 | -7,59 | 1.176 | 2,35 | ||||
| 2025-10-27 | 13F | New Republic Capital, LLC | 12.292 | 14,90 | 206 | 27,33 | ||||
| 2025-08-07 | 13F | Acadian Asset Management Llc | 38.549 | -2,59 | 1 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 21.321 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 548.474 | 846,17 | 8.465 | 844,64 | ||||
| 2025-10-14 | 13F | Clarius Group, LLC | 12.484 | 0,00 | 209 | 10,64 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 18.042 | -5,03 | 273 | -7,17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 42.300 | 639 | |||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1.557.600 | 23.535 | |||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 24.221 | 0,60 | 373 | 8,12 | ||||
| 2025-07-25 | 13F | Pzena Investment Management Llc | 24.052 | 8,67 | 363 | 6,14 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 18.318 | 0,69 | 277 | -1,78 | ||||
| 2025-10-29 | 13F | Tred Avon Family Wealth, Llc | 43.534 | 729 | ||||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.753 | 53,11 | 42 | 70,83 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 24.092 | -7,08 | 364 | -9,00 | ||||
| 2025-07-28 | NP | AVSD - Avantis Responsible International Equity ETF | 38.120 | 0,00 | 587 | 0,69 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10.672.402 | -5,31 | 161.260 | -7,46 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 116.965 | 14,13 | 1.767 | 11,55 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 16.024 | 242 | ||||||
| 2025-07-30 | NP | IAFEX - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund | 328 | 4,79 | 5 | 25,00 | ||||
| 2025-08-08 | 13F | Allianz Se | 220.000 | 0,00 | 3.324 | -2,26 | ||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 16.165 | 0,27 | 244 | 5,63 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 20.072 | 3,77 | 310 | 10,71 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 33.290 | -1,26 | 503 | -3,45 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1.217 | 15.112,50 | 18 | -10,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 182.905 | 3,01 | 2.764 | 0,69 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 23.726 | -1,39 | 358 | -3,50 | ||||
| 2025-10-20 | 13F | Calamos Wealth Management LLC | 150.650 | 8,46 | 2.522 | 20,16 | ||||
| 2025-09-26 | 13F/A | CI Private Wealth, LLC | 90.627 | -2,10 | 1.369 | -4,33 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 151.031 | 4,07 | 2.282 | -0,13 | ||||
| 2025-08-28 | NP | JINTX - Johnson International Fund | 22.200 | 0,00 | 335 | -2,33 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 226 | 3 | ||||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 505.871 | 23,56 | 7.644 | 20,76 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 11.854 | 1,72 | 182 | 0,56 | ||||
| 2025-10-10 | 13F | Abound Wealth Management | 45 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-10-21 | 13F | Global Retirement Partners, LLC | 33.688 | 15,16 | 564 | 27,38 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 846 | 0,00 | 13 | -7,69 | ||||
| 2025-10-20 | 13F | Shilanski & Associates, Inc. | 14.526 | -0,09 | 243 | 10,96 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 239 | 4 | ||||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4.000 | 0,00 | 0 | |||||
| 2025-10-29 | 13F | Wealth Enhancement Advisory Services, Llc | 34.522 | 42,41 | 555 | 50,00 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | 20.507 | 310 | ||||||
| 2025-10-27 | 13F | Bogart Wealth, LLC | 32 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 532.443 | 6,79 | 8.045 | 4,37 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 53.017 | 11,51 | 801 | 8,98 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 10.471 | -5,71 | 158 | -7,60 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 62.636 | 41,07 | 946 | 37,90 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 214 | 205,71 | 3 | 200,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 31.350 | -3,20 | 474 | -5,40 | ||||
| 2025-10-08 | 13F | Retirement Wealth Solutions LLC | 132 | 2 | ||||||
| 2025-10-15 | 13F | Anderson Hoagland & Co | 733.057 | -7,07 | 12.271 | 2,95 | ||||
| 2025-09-25 | NP | DFIC - Dimensional International Core Equity 2 ETF | 503.831 | 0,46 | 7.628 | 7,12 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9.017 | 91,93 | 136 | 88,89 | ||||
| 2025-10-28 | 13F | Evergreen Capital Management Llc | 105.349 | 26,54 | 1.764 | 40,25 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 129 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 751 | 11 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 380.533 | -4,41 | 5.750 | -6,58 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 11.487 | -4,20 | 176 | -4,86 | ||||
| 2025-10-24 | 13F | Forum Financial Management, LP | 209.587 | 0,00 | 3.508 | 10,80 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 32.487 | -68,85 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Channing Global Advisors, Llc | 14.194 | -3,22 | 214 | -5,31 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 80.185 | -8,12 | 1.212 | -10,23 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.994 | 51,63 | 30 | 50,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2.858 | 270,69 | 43 | 290,91 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 2.500 | 0,00 | 38 | -2,63 | ||||
| 2025-10-15 | 13F | Stephens Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2.381 | 27,46 | 36 | 25,00 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 11.433 | -19,91 | 173 | -21,82 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 85.009 | 1.284 | ||||||
| 2025-10-07 | 13F | St Germain D J Co Inc | 91 | 2 | ||||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 119.643 | 1,17 | 1.763 | -0,90 | ||||
| 2025-07-29 | 13F | William Blair Investment Management, Llc | 131.226 | -35,08 | 1.983 | -36,58 | ||||
| 2025-08-22 | NP | MLNIX - Global Concentrated Portfolio Class I | 613.284 | -33,55 | 9.267 | -35,05 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 110.197 | 3,80 | 1.665 | 1,46 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 17.303 | -51,81 | 261 | -52,97 | ||||
| 2025-10-21 | 13F | True Wealth Design, LLC | 1.584 | 27 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Prudent Man Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 1.200.502 | -16,59 | 18 | -18,18 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 77.521 | -29,34 | 1.171 | -30,96 | ||||
| 2025-10-17 | 13F | Apollon Wealth Management, LLC | 14.173 | 2,65 | 237 | 13,94 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 11.849 | 2,10 | 179 | 0,00 | ||||
| 2025-10-20 | 13F | Sivia Capital Partners, LLC | 32.886 | 1,51 | 551 | 12,47 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 276 | 153,21 | 4 | 300,00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 277.252 | -2,64 | 4.189 | -4,84 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 201.936 | 2,86 | 3.051 | 0,76 | ||||
| 2025-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-30 | 13F | Envestnet Portfolio Solutions, Inc. | 12.291 | 5,84 | 206 | 17,14 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 149.210 | 1,96 | 2.255 | -0,35 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 82 | 1 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 165.142 | 28,38 | 2 | 100,00 | ||||
| 2025-08-29 | NP | MPLAX - Praxis International Index Fund Class A | 88.295 | 0,00 | 1.334 | -2,27 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 39.704 | -6,10 | 614 | 0,16 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 24.243 | 65,62 | 366 | 61,95 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10.623 | -30,79 | 163 | -31,80 | ||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-15 | 13F | Gilman Hill Asset Management, LLC | 222.464 | -1,68 | 3.724 | 8,92 | ||||
| 2025-10-28 | 13F | Csenge Advisory Group | 14.965 | -40,43 | 251 | -35,40 | ||||
| 2025-10-28 | 13F | Country Trust Bank | 87 | 0,00 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Capital Wealth Planning, LLC | 597.575 | 119,85 | 9.029 | 114,87 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 164 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2.800 | 9,46 | 42 | 35,48 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 30.412 | -19,04 | 460 | -20,86 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 99.889 | 14,35 | 1.509 | 11,78 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 13.327 | 7,24 | 201 | 4,69 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 26.256 | 35,82 | 397 | 32,89 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 3.827 | 0,00 | 58 | -3,39 | ||||
| 2025-10-14 | 13F | Capital Insight Partners, Llc | 53.485 | 0,49 | 895 | 11,32 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 20.582 | 2,40 | 311 | 0,00 | ||||
| 2025-07-29 | NP | RBB FUND, INC. - Aquarius International Fund | 56.610 | 0,00 | 872 | 0,69 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 17.686 | 267 | ||||||
| 2025-10-21 | 13F | Mather Group, Llc. | 32.709 | 0,00 | 548 | 10,73 | ||||
| 2025-09-26 | NP | GDIV - Harbor Dividend Growth Leaders ETF | 278.628 | 4.218 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 2.704 | -1,21 | 41 | -4,76 | ||||
| 2025-10-22 | 13F | Gladstone Institutional Advisory LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 436.288 | 6.592 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 25.151 | -19,70 | 380 | -21,49 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 46.310 | -6,69 | 700 | -8,87 | ||||
| 2025-10-30 | 13F | Bruce G. Allen Investments, LLC | 8.943 | 0,53 | 150 | 11,19 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 11.265 | 89,42 | 170 | 86,81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6.867.650 | -1,35 | 103.770 | -3,58 | ||||
| 2025-09-25 | NP | DFAX - Dimensional World ex U.S. Core Equity 2 ETF | 23.500 | 0,00 | 356 | 6,61 | ||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 39.554 | 28,20 | 598 | 25,16 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 1.742.585 | 8,56 | 26.330 | 6,11 | ||||
| 2025-10-17 | 13F | Ethic Inc. | 376.969 | 5,33 | 6.310 | 15,99 |
