Podstawowe statystyki
| Właściciele instytucjonalni | 475 total, 475 long only, 0 short only, 0 long/short - change of -4,88% MRQ |
| Średnia alokacja portfela | 0.3742 % - change of -3,86% MRQ |
| Akcje instytucjonalne (długie) | 149 203 939 (ex 13D/G) - change of -6,79MM shares -9,63% MRQ |
| Wartość instytucjonalna (długa) | $ 5 522 597 USD ($1000) |
Własność instytucjonalna i akcjonariusze
iShares Trust - iShares Currency Hedged MSCI EAFE ETF (MX:HEFA) posiada 475 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 149,203,939 akcji. Do największych akcjonariuszy należą Goldman Sachs Group Inc, Envestnet Asset Management Inc, Ameriprise Financial Inc, Jpmorgan Chase & Co, LPL Financial LLC, Coldstream Capital Management Inc, Quotient Wealth Partners, LLC, United Capital Financial Advisers, Llc, Dynasty Wealth Management, Llc, and Partners Capital Investment Group, Llp .
iShares Trust - iShares Currency Hedged MSCI EAFE ETF (BMV:HEFA) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.
Ocena sentymentu funduszu
Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.
Częstotliwość aktualizacji: codziennie
Sprawdź Ownership Explorer, który zawiera listę firm o najwyższym rankingu.
AI+ Ask Fintel’s AI assistant about iShares Trust - iShares Currency Hedged MSCI EAFE ETF.
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Zgłoszenia 13F i NPORT
Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Aktualizacja
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 44 369 | 1 683 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 37 | 0,00 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 355 | -99,58 | 13 | -99,58 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 063 | 39 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 314 | 0,00 | 12 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 394 | -15,62 | 53 | -10,34 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 18 158 | 0,00 | 689 | 4,71 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 9 102 | -98,28 | 346 | -98,20 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 546 | -10,64 | 21 | -9,09 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 10 407 | -0,07 | 395 | 4,77 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 621 017 | -47,44 | 24 | -45,24 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 21 207 | 9,13 | 805 | 14,18 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-09-26 | NP | BLUX - Bluemonte Dynamic Total Market ETF | 26 | 1 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 418 | -94,06 | 54 | -93,88 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 199 469 | 717,73 | 7 572 | 755,48 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 728 | 0,00 | 28 | 3,85 | ||||
| 2025-10-07 | 13F | Nova Wealth Management, Inc. | 16 685 | -3,11 | 661 | 1,07 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 37 | 1 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5 883 | 0,51 | 223 | 5,19 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 57 062 | -76,10 | 2 168 | -16,84 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | North Capital, Inc. | 32 | 3,23 | 1 | 0,00 | ||||
| 2025-05-15 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 57 | 0,00 | 2 | 100,00 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Lantz Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17 339 | -11,27 | 658 | -7,19 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 13 351 | -13,23 | 507 | -9,32 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 24 609 | -75,31 | 934 | -74,17 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 8 252 | -39,58 | 313 | -36,77 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 7 893 | 2,39 | 300 | 7,17 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 98 483 | 10,60 | 3 738 | 15,69 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 427 420 | -2,33 | 16 225 | 2,17 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 475 972 | -39,46 | 56 | -36,36 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 82 482 | 21,25 | 3 131 | 26,86 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 353 | -68,65 | 13 | -67,50 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 25 099 | -7,04 | 953 | -2,76 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 114 | 498 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 081 | 4 134,17 | 193 | 4 700,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7 941 | 270 | ||||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 425 | 0,00 | 16 | 6,67 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 124 625 | 1,65 | 4 731 | 6,32 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 135 870 | -0,44 | 5 158 | 4,14 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 11 970 | 0,00 | 454 | 4,61 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 111 784 | -3,91 | 4 243 | 0,52 | ||||
| 2025-10-14 | 13F | LongView Wealth Management | 5 098 | 202 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 97 422 | 42,82 | 3 698 | 49,41 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 106 331 | -29,93 | 4 036 | -26,70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 39 301 | -46,56 | 1 487 | -44,32 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 43 510 | -1,17 | 1 652 | 3,38 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7 432 | 7,03 | 282 | 12,35 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 96 142 | 5,67 | 3 650 | 10,54 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 12 640 | 0,00 | 480 | 4,59 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 335 521 | 3,47 | 12 736 | 8,23 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 10 335 | 0,00 | 392 | 4,53 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 221 976 | -34,52 | 8 426 | -31,51 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 92 368 | 15,90 | 4 | 50,00 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 428 678 | 3,00 | 16 273 | 7,75 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 240 | 0,00 | 45 | 4,65 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1 453 341 | -41,63 | 55 169 | -38,94 | ||||
| 2025-08-07 | 13F | PFG Advisors | 49 697 | -49,28 | 1 887 | -46,96 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 259 | 10 | ||||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 802 912 | -0,02 | 30 479 | 4,58 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 405 923 | -0,30 | 15 409 | 4,28 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 84 796 | 485,08 | 3 077 | 511,73 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 48 321 | -17,82 | 1 834 | -14,02 | ||||
| 2025-05-13 | 13F | White Pine Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 40 | -99,84 | 2 | -99,88 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 19 288 | 37,03 | 732 | 43,53 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9 152 | -79,46 | 343 | -77,61 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 6 146 | -10,77 | 233 | -6,43 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 269 400 | 4,38 | 10 226 | 9,18 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 116 593 | -0,53 | 4 426 | 4,04 | ||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender Fund Class A Shares | 14 000 | 0,00 | 531 | 4,53 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 64 990 | -62,98 | 2 467 | -61,27 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7 778 | 295 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 22 056 | 0,00 | 837 | 4,63 | ||||
| 2025-08-07 | 13F | Nwam Llc | 8 894 | -48,11 | 339 | -45,50 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 12 362 | -74,91 | 469 | -73,75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18 787 | 15,55 | 714 | 20,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30 168 | 1 145 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 404 319 | 5,52 | 15 348 | 10,37 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 21 983 | 16,32 | 834 | 21,75 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 110 787 | 1 320,89 | 4 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 13 168 | 500 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 140 398 | -53,05 | 5 321 | -50,97 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4 822 | -88,52 | 183 | -87,98 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-10 | 13F | Focus Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 36 683 | -32,87 | 1 392 | -29,80 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 115 | -56,11 | 4 | -55,56 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 3 | 0 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 26 891 | -24,16 | 1 021 | -20,68 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 59 | 2 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 84 104 | -63,57 | 3 193 | -61,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 49 518 | 136,17 | 1 880 | 147,24 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 5 872 | -89,35 | 223 | -88,91 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 11 161 | -32,31 | 424 | -29,26 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 406 470 | -1,52 | 15 430 | 3,01 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 046 201 | -38,61 | 39 714 | -35,79 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 98 729 | -74,86 | 3 748 | -73,71 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-09-26 | 13F/A | CI Private Wealth, LLC | 28 615 | 3,43 | 1 086 | 8,17 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 113 | -80,38 | 42 | -79,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 411 518 | -32,08 | 205 421 | -28,96 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 38 154 | -95,48 | 1 | -96,67 | ||||
| 2025-10-09 | 13F | Affinity Capital Advisors, LLC | 8 895 | 0,01 | 356 | 5,64 | ||||
| 2025-10-10 | 13F | Sound Income Strategies, LLC | 409 | 167,32 | 17 | 220,00 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 17 606 | -24,47 | 668 | -20,95 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 239 831 | -12,88 | 9 104 | -8,88 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 2 673 | 341,82 | 84 | 300,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 2 052 153 | -17,20 | 77 900 | -13,39 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 84 876 | -5,36 | 3 222 | -1,01 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 9 604 | -92,36 | 365 | -92,02 | ||||
| 2025-10-09 | 13F | Dynamic Advisor Solutions LLC | 37 215 | 0,00 | 1 474 | 4,39 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 138 493 | -1,87 | 5 257 | 2,66 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 150 652 | -4,32 | 5 719 | 0,09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 92 103 | -49,43 | 3 496 | -47,10 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7 433 | 0 | ||||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 6 970 | -1,18 | 265 | 3,53 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 647 | -92,17 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4 010 | 25,74 | 152 | 32,17 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 890 221 | -15,57 | 71 753 | -11,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 408 652 | -2,61 | 53 472 | 1,87 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13 710 | 55,11 | 520 | 62,50 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99 074 | -10,81 | 3 761 | -6,70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 172 327 | 1,99 | 6 542 | 11,41 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 27 | 271,43 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15 163 | -8,09 | 576 | -3,85 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 77 035 | -88,05 | 2 924 | -87,50 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 68 951 | -19,57 | 2 569 | -13,03 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 63 499 | -14,53 | 2 410 | -10,61 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 614 | 0 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 31 | -82,58 | 1 | -83,33 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 8 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 17 969 | -91,26 | 682 | -90,86 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 816 | -79,04 | 31 | -78,72 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 6 359 | 0,00 | 241 | 4,78 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 8 258 | -8,04 | 313 | -3,69 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 208 871 | 8 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 964 | 233,95 | 151 | 251,16 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 138 720 | 20,23 | 5 266 | 25,75 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 2 641 | -97,84 | 100 | -97,74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 100 295 | -29,04 | 3 807 | -25,78 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 14 | -99,19 | 1 | -100,00 | ||||
| 2025-09-26 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 195 178 | 14,42 | 7 385 | 19,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7 | 0 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-14 | 13F | Evanson Asset Management, LLC | 8 371 | 1,70 | 332 | 6,09 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 13 705 | -86,19 | 520 | -85,56 | ||||
| 2025-08-14 | 13F | Nepc Llc | 200 854 | -0,06 | 7 624 | 4,54 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 33 | -99,62 | 1 | -99,68 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 848 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 713 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 333 250 | -2,43 | 12 650 | 2,06 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 30 921 | -0,90 | 1 174 | 3,62 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 59 877 | -2,31 | 2 273 | 2,16 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 61 059 | 74,92 | 2 318 | 83,02 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 56 829 | 2 157 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 586 | -90,70 | 174 | -90,27 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 10 011 | 380 | ||||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 198 493 | -0,99 | 7 535 | 3,56 | ||||
| 2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 202 754 | 23,80 | 7 697 | 29,50 | ||||
| 2025-10-06 | 13F | Grove Bank & Trust | 47 500 | 0,00 | 1 881 | 4,33 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 46 176 | 245,53 | 1 753 | 261,98 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 73 503 | -30,13 | 2 911 | -27,10 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 12 572 | 0,00 | 477 | 4,61 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 27 925 | -4,20 | 1 060 | 0,28 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7 088 380 | -65,95 | 269 075 | -64,39 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23 146 | -75,34 | 879 | -74,22 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 5 300 | 201 | ||||||
| 2025-10-06 | 13F | Act Wealth Management, Llc | 521 948 | 7,08 | 20 674 | 11,74 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 12 767 | -12,86 | 485 | -8,85 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 577 | -22,45 | 22 | -22,22 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 8 898 | 338 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 9 459 | -17,45 | 359 | -13,49 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 674 | -17,37 | 367 | -13,44 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 74 218 | 0,00 | 2 817 | 4,60 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 467 357 | -22,72 | 17 741 | -19,17 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Eq Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 5 358 | -29,11 | 203 | -25,91 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11 444 | -0,30 | 434 | 4,33 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 15 842 | 0,00 | 601 | 4,70 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 433 765 | -10,15 | 16 466 | -6,02 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 135 862 | 5 132 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 917 | -45,49 | 73 | -43,31 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 182 429 | 11,80 | 82 845 | 16,95 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 5 979 | -97,56 | 227 | 3 666,67 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 46 486 | 5,03 | 1 765 | 9,84 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 922 | -5,53 | 35 | 0,00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 773 | 4,04 | 0 | |||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 3 637 880 | -6,32 | 138 094 | -2,01 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 34 453 | -16,58 | 1 308 | -12,75 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 458 | 0,00 | 17 | 6,25 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 589 | 7 845,00 | 60 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 17 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21 535 | 817 | ||||||
| 2025-10-09 | 13F | Cypress Financial Planning Llc | 9 029 | 0,29 | 358 | 4,69 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 13 502 | 1,27 | 466 | 0,65 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 54 132 | -28,29 | 2 055 | -25,01 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 22 886 | -21,50 | 869 | -17,96 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 12 870 | 1,36 | 489 | 6,09 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 568 | -7,10 | 173 | -2,81 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 42 524 | -68,38 | 1 607 | -67,14 | ||||
| 2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 48 041 476 | -6,41 | 1 823 654 | -2,10 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 9 268 | 0,00 | 336 | 4,35 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 5 690 | 0,00 | 216 | 4,37 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 518 397 | 5,16 | 19 678 | 10,01 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6 106 | 232 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 11 300 | 0,00 | 429 | 4,39 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 7 034 | -0,90 | 267 | 3,89 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 20 808 | 6,12 | 790 | 10,97 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 804 540 | 11,20 | 30 540 | 16,31 | ||||
| 2025-10-09 | 13F | Bay Harbor Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 120 979 | 2,17 | 4 592 | 6,89 | ||||
| 2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 37 738 | 0,00 | 1 433 | 4,60 | ||||
| 2025-10-10 | 13F | Delta Wealth Advisors LLC | 121 415 | -0,18 | 4 609 | 4,40 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 463 020 | 13,56 | 17 576 | 18,79 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 37 242 | -1,05 | 1 414 | 3,52 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 16 274 | -67,61 | 618 | -66,15 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 140 738 | 8,47 | 5 394 | 16,10 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 278 | 0,00 | 280 | 5,26 | ||||
| 2025-10-08 | 13F | VisionPoint Advisory Group, LLC | 13 524 | -1,11 | 536 | 3,08 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 7 665 | -32,23 | 291 | -29,27 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 15 956 | -1,48 | 1 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 108 326 | -4,97 | 4 112 | -0,58 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 253 | -86,01 | 10 | -86,15 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 40 075 | 4,47 | 1 521 | 9,27 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 27 727 | -91,00 | 1 053 | -90,59 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 936 302 | -68,22 | 35 542 | -66,76 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 64 187 | -19,08 | 2 437 | -15,36 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 325 525 | 5,29 | 12 357 | 10,13 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 806 553 | -30,46 | 68 577 | -27,26 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 321 413 | 0,10 | 12 201 | 4,70 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 9 815 | -70,64 | 373 | -69,33 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 789 163 | -24,26 | 29 957 | -20,78 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 15 106 | -78,57 | 573 | -77,60 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 101 | 4 | ||||||
| 2025-10-02 | 13F | Central Pacific Bank - Trust Division | 10 595 | 0,00 | 420 | 4,23 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 9 882 | -75,78 | 375 | -75,54 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 21 775 | -50,18 | 827 | -47,92 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11 736 | -24,06 | 446 | -20,54 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 009 | -65,37 | 190 | -63,74 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 109 865 | -1,98 | 4 170 | 2,53 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 13 107 | 0,00 | 498 | 3,54 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9 328 | 0,00 | 354 | 4,73 | ||||
| 2025-10-08 | 13F | Chesley Taft & Associates LLC | 8 214 | 0,00 | 325 | 4,50 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 29 926 | 396,04 | 1 136 | 420,64 | ||||
| 2025-06-03 | 13F | Invst, LLC | 52 763 | 1 915 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 75 231 | -50,98 | 2 856 | -48,73 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 219 692 | -76,73 | 8 340 | -75,66 | ||||
| 2025-10-08 | 13F | Retirement Wealth Solutions LLC | 4 218 | -48,96 | 167 | -46,65 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 2 | 0 | ||||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 13 168 | -39,58 | 500 | -36,84 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 39 053 | -0,52 | 1 482 | 4,07 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 8 570 | -25,65 | 325 | -22,25 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9 015 | -0,55 | 342 | 4,27 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 10 430 | 38,24 | 396 | 44,69 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 29 013 | -4,31 | 1 101 | 0,09 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 63 086 | 75,62 | 2 395 | 83,73 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 18 756 | 21,08 | 712 | 26,51 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 134 641 | 0,00 | 5 085 | 1,68 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 176 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 24 894 | -0,41 | 945 | 4,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 20 577 | -68,83 | 781 | -67,39 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 86 664 | 3 101,48 | 3 145 | 3 245,74 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 458 | 1 808,33 | 17 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 182 424 | 3,43 | 6 925 | 8,19 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 500 | 0,00 | 54 | 3,85 | ||||
| 2025-10-09 | 13F | IVC Wealth Advisors LLC | 104 001 | 1,36 | 4 119 | 5,78 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8 271 | 0,00 | 314 | 4,33 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 97 678 | -0,76 | 3 708 | 3,78 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 20 013 | -23,79 | 1 | |||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 17 920 | 674 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 75 000 | 0,00 | 2 847 | 4,63 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26 330 | 4,31 | 1 000 | 9,06 | ||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3 936 941 | -12,58 | 149 446 | -8,56 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 25 107 | 953 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 132 500 | -91,57 | 5 030 | -91,18 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 38 059 | 4,41 | 1 445 | 9,23 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 141 | 5 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 39 813 | -0,77 | 1 511 | 3,85 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 435 | 0,00 | 17 | 6,67 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 158 616 | -7,53 | 6 021 | -3,28 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 45 867 | 270,34 | 1 741 | 287,75 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32 229 | 5,83 | 1 223 | 10,68 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 003 175 | -16,36 | 38 081 | -12,51 | ||||
| 2025-07-23 | 13F | KPP Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7 165 | -58,59 | 272 | -56,78 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 15 025 | 1,45 | 570 | 6,15 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 112 698 | 0,00 | 4 278 | 4,62 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 9 084 | 22,59 | 345 | 28,36 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 6 145 | -90,90 | 233 | -90,49 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 9 019 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 895 | -39,12 | 34 | -37,74 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 57 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 47 948 | 3,12 | 1 820 | 7,88 | ||||
| 2025-10-07 | 13F | Family Legacy Financial Solutions, LLC | 412 | 16 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 15 025 | 0,00 | 570 | 4,59 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 177 | -90,37 | 7 | -90,91 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 862 260 | 50,67 | 32 732 | 57,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 201 113 | 7 634 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 379 161 | 8,87 | 90 313 | 13,88 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 18 359 | -98,95 | 697 | -98,90 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 18 041 | -77,82 | 685 | -76,82 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 89 011 | -21,38 | 3 239 | -21,15 | ||||
| 2025-10-02 | 13F | Capital Asset Advisory Services LLC | 101 747 | 4,22 | 4 030 | 9,13 | ||||
| 2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 12 848 | 0,00 | 466 | 0,00 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12 138 | 6,78 | 461 | 16,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 343 251 | 105,09 | 50 990 | 114,46 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 30 641 | 0,39 | 1 163 | 5,06 | ||||
| 2025-10-10 | 13F | Sharkey, Howes & Javer | 5 722 | -17,53 | 227 | -14,07 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 204 256 | 4,63 | 7 754 | 9,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 133 167 | -22,74 | 118 935 | -19,18 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 122 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 306 | 125 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 360 693 | -23,57 | 13 692 | -20,06 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 5 963 | -49,71 | 226 | -47,44 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 985 | 2 291,57 | 72 | 3 500,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 653 | -18,07 | 25 | -14,29 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 779 | -7,27 | 105 | -2,78 | ||||
| 2025-10-10 | 13F | Signal Advisors Wealth, LLC | 5 724 | 227 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 17 813 | -69,63 | 676 | -68,23 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 83 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 7 846 | -81,24 | 298 | -80,42 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 053 | 81,67 | 154 | 91,25 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-14 | 13F | Exchange Traded Concepts, Llc | 39 | -96,64 | 2 | -97,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 326 411 | -84,61 | 12 | -84,21 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 1 885 | 0,00 | 72 | 4,41 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 143 | 0,00 | 5 | 0,00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 5 904 | -0,49 | 224 | 4,19 | ||||
| 2025-10-08 | 13F | Firethorn Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 450 | -17,49 | 207 | -13,81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 67 362 | 5,65 | 2 557 | 10,55 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 618 320 | 14,70 | 251 244 | 19,99 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 037 | -98,33 | 39 | -98,27 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 71 565 | 0,00 | 2 717 | 4,58 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 22 758 | -72,93 | 864 | -71,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33 105 | -18,00 | 1 257 | -14,21 | ||||
| 2025-08-12 | 13F | Bokf, Na | 417 307 | -0,58 | 15 841 | 4,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 13 941 | 529 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 9 501 | 361 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 70 | -94,50 | 3 | -95,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 468 485 | -39,83 | 18 | -39,29 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 38 462 | 2,64 | 1 460 | 7,43 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 34 904 | 0,59 | 1 324 | 5,16 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 270 423 | -26,97 | 10 265 | -23,76 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 9 926 | -70,13 | 377 | -68,80 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Keystone Financial Services | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 45 790 | 15,70 | 1 738 | 21,03 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 281 103 | -12,01 | 10 671 | -7,96 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 177 | -12,89 | 159 | -9,20 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 6 700 | -2,90 | 254 | 1,60 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 6 708 | -2,30 | 255 | 2,01 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 270 886 | 0,00 | 10 283 | 4,60 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 41 815 | 6,32 | 1 587 | 11,21 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 893 761 | -14,58 | 33 927 | -10,65 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Hemington Wealth Management | 500 | 0 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 25 119 | 954 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 37 | -70,16 | 1 | -75,00 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 8 103 | 0,00 | 308 | 4,42 | ||||
| 2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 138 795 | -64,55 | 5 269 | -62,92 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 360 | -52,47 | 848 | -50,53 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 950 | 875,31 | 150 | 964,29 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 19 424 | 5,51 | 737 | 10,33 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 306 474 | -5,63 | 11 576 | 3,64 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 92 | 0 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 396 139 | 15 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 6 155 | -0,89 | 234 | 3,56 | ||||
| 2025-04-15 | 13F | Collier Financial | 689 | -7,02 | 25 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 41 876 | 2,67 | 1 590 | 7,36 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1 860 | 0,00 | 71 | 4,48 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 15 630 | -19,66 | 593 | -16,01 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 11 187 | -86,82 | 425 | -86,23 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5 856 | 1,10 | 222 | 5,71 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 256 590 | -1,36 | 9 740 | 3,18 | ||||
| 2025-10-10 | 13F | Fifth Third Securities, Inc. | 16 380 | 21,93 | 649 | 27,31 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 163 | -98,52 | 44 | -98,46 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5 541 | 210 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 106 623 | 5,45 | 4 026 | 12,90 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 26 879 | 0,11 | 1 065 | 4,42 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 38 918 | 2,33 | 1 477 | 7,03 | ||||
| 2025-10-09 | 13F | Redhawk Wealth Advisors, Inc. | 7 884 | 312 | ||||||
| 2025-10-03 | 13F | Aaron Wealth Advisors LLC | 67 561 | -7,47 | 2 676 | -3,43 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 203 112 | 11,06 | 7 710 | 16,17 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 9 523 | -8,19 | 361 | -3,99 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 307 | -66,07 | 88 | -64,63 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 57 296 | 70,87 | 2 175 | 78,78 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 12 274 | 17,31 | 466 | 22,69 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 146 381 | -13,01 | 5 557 | -9,01 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 180 246 | 98,53 | 6 842 | 107,71 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 10 366 | -26,28 | 393 | -13,63 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 5 905 | -87,73 | 224 | -87,17 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 9 458 | -8,63 | 359 | -4,27 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 180 658 | -2,77 | 6 858 | 1,71 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 39 263 | 39,78 | 1 490 | 46,22 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26 634 | -70,99 | 1 011 | -69,66 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 11 582 | 0,00 | 440 | 4,52 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 192 | 0,00 | 7 | 16,67 | ||||
| 2025-10-08 | 13F | Trinity Wealth Management, LLC | 29 168 | 2,48 | 1 155 | 6,94 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 14 580 | 0,00 | 553 | 4,54 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 112 800 | -0,75 | 4 282 | 3,81 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 854 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16 183 | 10,55 | 614 | 15,63 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 15 230 | 0,00 | 578 | 4,53 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24 389 | -71,24 | 926 | -69,94 | ||||
| 2025-10-08 | 13F | KWB Wealth | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 227 | -39,70 | 122 | -37,11 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 937 | 0,00 | 149 | 18,25 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 20 109 | -14,25 | 763 | -10,34 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 446 | 17 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 1 201 | 0,00 | 46 | 4,65 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 152 192 | 5 777 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 34 319 | 4,62 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 25 448 | -79,82 | 966 | -78,89 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | U.S. Capital Wealth Advisors, LLC | 5 143 | 204 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6 179 | 235 | ||||||
| 2025-09-10 | 13F | WT Wealth Management | 121 913 | -1,90 | 4 628 | 2,59 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 17 525 | -3,78 | 665 | 0,76 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3 677 | 140 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 718 | -96,60 | 27 | -96,47 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 7 452 | 0,00 | 283 | 4,44 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 5 889 | 214 | ||||||
| 2025-07-07 | 13F | Verde Capital Management | 659 822 | 8,66 | 25 047 | 13,66 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 32 | 0,00 | 1 | 0,00 | ||||
| 2025-07-23 | NP | DBEF - Xtrackers MSCI EAFE Hedged Equity ETF | 75 000 | 0,00 | 2 833 | 1,65 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 457 873 | 7,05 | 17 381 | 11,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 136 360 | -7,10 | 5 116 | -3,94 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 53 423 | -12,29 | 2 028 | -8,28 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 8 224 | -76,76 | 312 | -75,70 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 9 268 | 352 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6 275 245 | -28,23 | 238 208 | -24,93 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 954 | -77,45 | 36 | -76,47 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 9 131 | 0,00 | 347 | 4,53 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 16 700 | -92,91 | 634 | -92,59 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 942 | -87,86 | 226 | -87,33 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 184 | 0,00 | 45 | 4,76 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5 394 865 | 0,93 | 204 789 | 5,57 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 441 172 | 2,00 | 16 747 | 6,70 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9 787 | 0,00 | 372 | 4,51 | ||||
| 2025-07-08 | 13F | D. Scott Neal, Inc. | 30 828 | 0,38 | 1 170 | 5,03 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 27 816 | 0,00 | 1 056 | 4,56 | ||||
| 2025-10-10 | 13F | Brown, Lisle/cummings, Inc. | 330 | 0,00 | 13 | 8,33 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 24 111 | -2,97 | 915 | 1,55 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 6 287 | -6,51 | 236 | -4,86 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 3 190 737 | -47,60 | 121 120 | -45,19 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 36 496 | 60,35 | 1 385 | 75,32 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 559 | 0,00 | 59 | 5,36 | ||||
| 2025-10-07 | 13F | Team Financial Group, LLC | 277 | 1,47 | 11 | 0,00 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 1 417 | 54 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 5 940 | -97,60 | 225 | -97,50 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 78 048 | 3 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 41 396 | -77,50 | 1 571 | -76,46 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 15 090 | 107,11 | 573 | 116,67 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 059 | -0,28 | 306 | 4,10 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 7 607 | -34,94 | 289 | -32,08 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 272 952 | -67,91 | 10 361 | -66,44 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 114 | 0,00 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 230 338 | -8,58 | 8 744 | -4,37 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-09-26 | NP | BINT - Bluemonte Global Equity ETF | 11 | 0 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 750 | -13,92 | 180 | -10,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 25 311 | 11,22 | 961 | 16,36 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 196 | 0,00 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 10 370 | -89,29 | 394 | -88,82 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 330 | 10,00 | 13 | 20,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 24 019 | -76,09 | 912 | -75,01 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3 099 | 0,00 | 118 | 4,46 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 34 045 | -11,28 | 1 292 | -7,18 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-10 | 13F | Quotient Wealth Partners, LLC | 4 045 438 | 4,92 | 160 240 | 9,48 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10 101 | 0,00 | 383 | 4,64 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 28 703 | 0,00 | 1 090 | 4,61 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 9 953 | 4,77 | 378 | 9,59 | ||||
| 2025-08-13 | 13F | Mcmorgan & Co Llc | 1 166 527 | -1,31 | 44 281 | 3,23 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 119 019 | 4,41 | 4 518 | 9,21 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 704 701 | -17,80 | 26 751 | -14,01 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 646 751 | -3,84 | 24 551 | 0,58 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 74 808 | 17,21 | 2 840 | 22,58 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 24 812 | 0,00 | 942 | 4,56 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 178 | 0,00 | 7 | 0,00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 286 | 0,00 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 141 189 | -76,71 | 5 360 | -75,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 155 282 | 34,99 | 5 921 | 40,75 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 145 | -54,13 | 309 | -52,02 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 116 282 | 1,49 | 4 414 | 6,16 | ||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 75 763 | -59,30 | 2 876 | -57,44 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 125 657 | -0,97 | 4 770 | 3,58 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6 747 | -1,24 | 256 | 3,64 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 10 379 | -15,11 | 394 | -11,29 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 4 767 | 0,00 | 181 | 4,65 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 240 | 47 | ||||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 40 074 | -29,51 | 1 521 | -26,27 |
Other Listings
| US:HEFA | 40,20 USD |
