Mga Batayang Estadistika
| Pemilik Institusional | 316 total, 316 long only, 0 short only, 0 long/short - change of 3.26% MRQ |
| Alokasi Portofolio Rata-rata | 0.3875 % - change of -11.79% MRQ |
| Saham Institusional (Jangka Panjang) | 48,393,108 (ex 13D/G) - change of -4.10MM shares -7.82% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,650,038 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares California Muni Bond ETF (US:CMF) memiliki 316 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 48,393,108 saham. Pemegang saham terbesar meliputi Wealthfront Advisers Llc, Charles Schwab Investment Management Inc, Fmr Llc, Jane Street Group, Llc, Morgan Stanley, Bailard, Inc., Facet Wealth, Inc., Syon Capital Llc, EP Wealth Advisors, Inc., and Bank Of America Corp /de/ .
Struktur kepemilikan institusional iShares Trust - iShares California Muni Bond ETF (ARCA:CMF) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 56.22 / share. Previously, on September 6, 2024, the share price was 57.89 / share. This represents a decline of 2.88% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 17,065 | -0.20 | 951 | -1.14 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 826,709 | -2.67 | 46,077 | -3.60 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 244,258 | 177.03 | 13,615 | 174.37 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 7,050 | 42.42 | 393 | 41.01 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11,987 | 228.68 | 668 | 221.15 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 239,443 | 16.95 | 13,347 | 15.83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 519,514 | 10.71 | 28,958 | 9.65 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 64,738 | 49.92 | 3,608 | 48.48 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 116,458 | -6.66 | 6,491 | -7.55 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 13,137 | 87.94 | 726 | 90.05 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 160,618 | 8,953 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,839 | -51.30 | 325 | -51.78 | ||||
| 2025-08-08 | 13F | Creative Planning | 200,340 | -17.46 | 11,167 | -18.25 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 226,840 | -3.95 | 12,644 | -4.88 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 3,636 | -16.72 | 203 | -17.55 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 41 | -37.88 | 2 | -33.33 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 12,798 | 0.00 | 713 | -0.97 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3,726 | -92.44 | 208 | -92.45 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 40,272 | -3.49 | 2,245 | -4.43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 163,725 | 6.19 | 9,126 | 5.17 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5,266 | -17.32 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13,896 | 775 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5,319 | -22.62 | 296 | -23.32 | ||||
| 2025-05-06 | 13F | WESPAC Advisors SoCal, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 3,744 | 5.08 | 209 | 4.00 | ||||
| 2025-04-23 | 13F | Integris Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 29,095 | 1,622 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 15,806 | 0.00 | 881 | -0.90 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 199,252 | -41.21 | 11,106 | -41.78 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 100,882 | 1,522.42 | 5,623 | 1,511.17 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,372 | -17.83 | 244 | -18.73 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 6,892 | -34.53 | 384 | -35.14 | ||||
| 2025-05-06 | 13F | a16z Perennial Management, L.P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 4,333 | -28.57 | 242 | -29.33 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 10,189 | -57.18 | 567 | -57.73 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37,886 | 26.08 | 2,112 | 24.84 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4,408 | 0.62 | 246 | -0.41 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 6,411 | 6.30 | 355 | 4.72 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 7,717,458 | -24.78 | 430,171 | -25.51 | ||||
| 2025-06-23 | NP | SRCMX - California Municipal Fund Class A | 702 | 0.00 | 39 | 0.00 | ||||
| 2025-05-09 | 13F | Citizens Financial Group Inc/ri | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 11,400 | 0.00 | 635 | -0.94 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 130,977 | -27.45 | 7,301 | -28.14 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 64,463 | 0.02 | 3,593 | -0.94 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 150 | 78.57 | 8 | 100.00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 80,350 | -30.80 | 4,479 | -31.48 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 70,659 | 0.11 | 3,939 | -0.86 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 6,436 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 87,919 | -26.67 | 4,901 | -27.38 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33,988 | 8.91 | 1,895 | 7.86 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 382,533 | 23.73 | 21,322 | 22.55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 34,045 | -8.37 | 1,898 | -9.28 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 18,775 | -74.68 | 1,047 | -74.93 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 6,185 | 0.00 | 345 | -1.15 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 7,999 | -35.42 | 446 | -36.15 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 10,915 | 0.00 | 608 | -0.98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 59,865 | 7.95 | 3,337 | 6.89 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 22,853 | -2.28 | 1,274 | -3.27 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 17,106 | -0.61 | 953 | -1.55 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | First American Trust, Fsb | 95,601 | 7.91 | 5,329 | 6.88 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1,050 | 0.00 | 59 | -1.69 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 27,072 | 42.88 | 1,509 | 41.46 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 465 | 26 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 67,188 | 20.56 | 3,745 | 19.42 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22,698 | 13.60 | 1,265 | 12.54 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 45,622 | -22.99 | 2,543 | -23.73 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 246,258 | 66.03 | 13,726 | 69.25 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 124,879 | -44.39 | 6,961 | -44.93 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 1,205,909 | -10.43 | 67,217 | -11.29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 404,780 | -6.98 | 22,562 | -7.88 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 38,184 | 11.87 | 2,128 | 10.78 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 3,626 | 0.78 | 202 | 0.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3,095 | 173 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 33 | 2 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,295 | -28.51 | 1,354 | -29.18 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 27,513 | -15.71 | 1,534 | -16.55 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 469,502 | 3.88 | 26,170 | 2.89 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 66,807 | 12.05 | 3,724 | 10.97 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 20,956 | 35.91 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 27,174 | -68.64 | 1,515 | -68.95 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8,401 | -51.13 | 467 | -51.81 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 25,472 | -16.67 | 1,420 | -17.50 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 73,417 | -12.60 | 4,092 | -13.43 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8,164 | 455 | ||||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 4,507 | -60.33 | 250 | -61.03 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 342,904 | 66.75 | 19,113 | 65.15 | ||||
| 2025-07-15 | 13F | Bank Of Stockton | 72,851 | -5.11 | 4,061 | -6.02 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25,908 | -10.06 | 1,444 | -10.92 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 119,008 | -2.72 | 6,634 | -3.66 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 39,443 | 2,199 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,671 | 11.40 | 93 | 10.71 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34,249 | -7.43 | 1,909 | -8.31 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 84,955 | 30.99 | 5 | 33.33 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7,433 | 26.58 | 414 | 25.45 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 42,855 | -12.39 | 2,389 | -13.23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16,733 | -8.15 | 933 | -9.07 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 407 | 23 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 27,840 | 3.92 | 1,552 | 2.92 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 39,113 | 10.34 | 2,180 | 9.27 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 32,174 | 1,793 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 750 | 0.00 | 42 | -2.38 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4,875 | 0.76 | 272 | -0.37 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 4,593 | 2.34 | 256 | 1.59 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 26,294 | 30.80 | 1,466 | 29.53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 219,757 | -5.67 | 12,249 | -6.57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 704 | 0.00 | 39 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4,976 | 277 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 31,810 | 4.34 | 1,773 | 3.38 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 4,929 | 0.00 | 275 | -1.08 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3,950 | -37.06 | 220 | -37.96 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4,491 | 0.00 | 250 | -0.79 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 12,660 | 0.00 | 702 | 14.33 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 89,315 | 4,978 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 23,987 | 1.01 | 1,337 | 0.07 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 3,956 | 7.70 | 221 | 6.80 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,396,725 | -50.34 | 133,593 | -50.82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 843,495 | 5.34 | 47,016 | 4.33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12,852 | -19.11 | 716 | -19.91 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8,872 | 14.01 | 495 | 13.04 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 62,835 | 15.31 | 3,502 | 14.22 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 40,133 | 6.13 | 2,237 | 5.12 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 74,949 | 0.00 | 4,178 | -0.97 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 6,240 | -9.45 | 348 | -10.34 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 6,950 | 387 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 60,579 | -6.02 | 3,377 | -6.92 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 47,013 | -3.50 | 2,620 | -4.41 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,174 | 9.72 | 65 | 8.33 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 7,552 | 32.63 | 425 | 30.37 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 64,521 | 0.00 | 3,596 | -0.96 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 344,078 | -1.88 | 19,179 | -2.83 | ||||
| 2025-05-13 | 13F | Financial Advisors Network, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13,340 | 246.40 | 744 | 243.98 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 11,475 | 2.91 | 640 | 1.91 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8,757 | 0.00 | 488 | -0.81 | ||||
| 2025-07-25 | 13F | Asset Planning,Inc | 700 | 0.00 | 39 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 235,015 | 25.56 | 13,094 | 24.16 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 32,530 | -35.66 | 1,813 | -36.27 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 111,153 | 5.56 | 6,196 | 4.54 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 5,044 | 0.00 | 281 | -0.71 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,250 | 0.00 | 70 | -1.43 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 219,598 | 11.76 | 12,240 | 10.69 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3,691 | -55.85 | 206 | -56.38 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 21,908 | 0.29 | 1,221 | -0.65 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 192,104 | -2.58 | 10,708 | -3.52 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6,838 | -39.12 | 380 | -38.87 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 13,065 | 728 | ||||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 3,205 | 0.00 | 179 | -1.11 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6,812 | 2.05 | 380 | 1.07 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3,980 | 222 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 274,376 | 12.06 | 15,294 | 10.99 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 61,051 | 67.49 | 3,393 | 65.38 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 8,648,197 | -3.39 | 482,051 | -4.32 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 521,518 | -1.13 | 29,069 | -2.08 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,121 | 0.00 | 62 | -1.59 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 18,217 | -14.93 | 1,025 | -16.39 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 12,770 | 712 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 24,961 | 1,391 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 53,172 | 41.72 | 2,964 | 40.36 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6,078 | 339 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 6,760 | -48.88 | 377 | -49.46 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 5,218 | 0.00 | 291 | -1.02 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 4,281 | 0.00 | 239 | -0.83 | ||||
| 2025-05-09 | 13F | Leisure Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 75,366 | -3.52 | 4,201 | -4.46 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 9,378 | 29.37 | 523 | 28.26 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 9,060 | -28.72 | 505 | -29.37 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 2,667 | 0.00 | 149 | -1.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 54,601 | 156.73 | 3,043 | 154.43 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 9,260 | 0.00 | 516 | -0.96 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5,684 | 0.00 | 317 | 0.96 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 24,169 | 4.05 | 1,347 | 3.06 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 6,311 | -5.37 | 352 | -6.40 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 1,344,831 | 16.73 | 74,961 | 15.60 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 242 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 3,999 | 223 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 12,857 | 8.89 | 717 | 7.83 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4,300 | 0.00 | 240 | -1.24 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 8,337 | 0.00 | 465 | -1.07 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 8,058 | 33.79 | 449 | 32.84 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 5,947 | -33.15 | 331 | -33.80 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 7,850 | 0.00 | 438 | -0.91 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9,150 | -46.20 | 510 | -44.98 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 54,945 | 29.05 | 3,055 | 30.39 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3,011 | 0.77 | 168 | -0.60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64,082 | 103.45 | 3,566 | 101.64 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 16,517 | 39.81 | 921 | 38.55 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6,584 | -1.67 | 367 | -2.66 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 8,425 | 0 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 25,836 | 4.73 | 1,440 | 3.75 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 39 | 0 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 351 | 0.00 | 20 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 80,438 | 33.94 | 4,484 | 32.67 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 174,885 | -11.50 | 9,748 | -12.35 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6,920 | 13.54 | 386 | 12.24 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 66,175 | 1.55 | 3,689 | 0.57 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 10,452 | 0.00 | 583 | -1.02 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 265,937 | -19.14 | 14,823 | -19.92 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 71,482 | 3.78 | 3,984 | 2.79 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 3,872 | -11.74 | 216 | -12.60 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 121,015 | -0.54 | 6,750 | -1.36 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 410 | 1.23 | 23 | 0.00 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 100,564 | 0.00 | 5,605 | -0.95 | ||||
| 2025-05-06 | 13F | Van Strum & Towne Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Manuka Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6,090 | 339 | ||||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 26,967 | -0.41 | 1,503 | -1.31 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 161,632 | -20.61 | 9,017 | -21.32 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 18,733 | -13.33 | 1,044 | -14.14 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 10,483 | 584 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8,889 | -51.71 | 495 | -52.17 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,195,011 | -6.24 | 66,610 | -7.14 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1,200 | 0.00 | 67 | -1.49 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 30,603 | 1.65 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7,080 | -22.99 | 395 | -23.79 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 18,342 | 126.92 | 1,022 | |||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 28,077 | 1,565 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 37,803 | 313.15 | 2,107 | 309.92 | ||||
| 2025-05-09 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Huntington National Bank | 147 | -2.00 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11,991 | 202.65 | 668 | 200.90 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 10,631 | -2.30 | 1 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Ndwm Llc | 96,464 | 121.39 | 5,377 | 119.25 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,644 | 0.00 | 92 | -1.09 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 21,626 | 178.90 | 1,203 | 176.55 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 17,901 | -3.24 | 998 | -4.23 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 6,098 | -17.43 | 340 | -18.31 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 22,691 | 12.54 | 1,265 | 11.46 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 51,098 | -4.72 | 2,848 | -5.63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26,357 | 40.36 | 1,469 | 39.11 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 56,593 | 0.81 | 3,154 | -0.16 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 166,442 | -13.18 | 9 | -10.00 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 6,000 | 0.00 | 334 | -0.89 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 11,187 | -61.23 | 624 | -61.64 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 48,159 | 5.43 | 2,684 | 4.44 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14,585 | -34.32 | 813 | -34.91 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4,315 | 20.53 | 239 | -9.16 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4,458 | 0.00 | 248 | -0.80 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,100 | 0.00 | 61 | 0.00 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 337,861 | 0.43 | 18,832 | -0.54 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 21,899 | -12.15 | 1,221 | -13.04 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 387,164 | 6.55 | 21,581 | 5.53 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3,921 | -13.71 | 219 | -14.51 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 203,783 | 449.70 | 11,359 | 443.97 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 4,270 | 0.00 | 238 | -0.83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 519,217 | 5.42 | 28,941 | 4.41 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 21,585 | 43.63 | 1,203 | 42.37 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 8,919 | 0.76 | 497 | -0.20 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 18,768 | 0.00 | 1,046 | -0.95 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1,278,713 | 24.04 | 70,892 | 23.88 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 17,345 | -59.06 | 967 | -59.46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,776,876 | -2.59 | 99,043 | -3.53 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,172,106 | -9.37 | 65,333 | -10.23 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10,266 | -10.89 | 572 | -11.73 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5,616 | -19.82 | 313 | -20.56 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 20,582 | -30.57 | 1,147 | -31.24 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 851 | -27.70 | 47 | -28.79 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 6,350 | 0.00 | 354 | -1.12 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 227,283 | -0.68 | 12,881 | 0.02 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 354 | 0.85 | 20 | 0.00 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 86,680 | -1.46 | 4,832 | -2.40 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 55,197 | 4.68 | 3,077 | 3.67 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 43 | 0.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 | 0 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 30,695 | 4.78 | 1,711 | 3.76 | ||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 121,282 | 65.59 | 6,760 | 64.00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 24,954 | 56.63 | 1,388 | 58.15 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 13,406 | 747 | ||||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 240,111 | 16.48 | 13,350 | 15.10 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 65,718 | 3,663 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 27,495 | 7.56 | 1,533 | 6.54 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7,283 | 189.58 | 406 | 187.23 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 79,545 | 229.58 | 4,434 | 226.44 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 23,423 | -10.25 | 1,306 | -11.10 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1,792,639 | 73.74 | 99,922 | 72.08 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 117 | 7 | ||||||
| 2025-05-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | LM Advisors LLC | 16,003 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 80,393 | -18.88 | 4,481 | -19.65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 123,259 | 16.08 | 7 | 20.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 387,350 | 7.90 | 21,591 | 6.87 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8,000 | 0.00 | 446 | -1.11 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 7,845 | -36.11 | 442 | -37.27 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 14,300 | 795 | ||||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 7,937 | -44.38 | 442 | -44.96 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 85,544 | 25.66 | 4,768 | 24.46 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 4,810 | -25.94 | 268 | -26.58 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 37,790 | 115.87 | 2,106 | 113.81 | ||||
| 2025-08-14 | 13F | Betterment LLC | 200,986 | 3.03 | 11 | 10.00 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9,080 | 0.00 | 506 | -0.98 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 15,406 | 859 | ||||||
| 2025-08-12 | 13F | Main Management LLC | 1,976 | -1.98 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 12,777 | -46.96 | 712 | -47.45 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,853 | 0.00 | 103 | -0.96 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 15,729 | 0.44 | 877 | 1.27 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 75,165 | -24.56 | 4,190 | -25.29 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 875 | 0.00 | 49 | -2.04 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 69 | 4 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28,420 | 424.74 | 1,584 | 421.05 | ||||
| 2025-05-15 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 732,028 | 31.54 | 40,803 | 30.28 | ||||
| 2025-05-14 | 13F | Prosperitas Financial LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 111,548 | -32.83 | 6,218 | -33.47 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 116,441 | -2.83 | 6,490 | -3.77 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 16,275 | -9.88 | 907 | -10.73 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 5,796 | 7.97 | 323 | 6.95 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 43,600 | -56.95 | 2,430 | -57.36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,912 | 3.45 | 274 | 2.25 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 156 | 0.00 | 9 | 0.00 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 11,972 | -18.22 | 667 | -18.96 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 151,129 | -5.40 | 8 | 0.00 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1,040 | 0 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3,846 | 214 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 7,129 | 18.40 | 397 | 17.46 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 12,868 | 0.00 | 717 | -0.97 | ||||
| 2025-08-08 | 13F | Client First Capital LLC | 92,578 | 0.00 | 5,160 | -0.96 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 11,810 | -2.88 | 658 | -3.80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17,655 | -92.82 | 984 | -92.89 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 142,019 | -0.00 | 7,916 | 0.19 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4,318 | 0.00 | 241 | -1.23 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 151,300 | 692.15 | 8,433 | 685.20 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4,213 | -51.25 | 235 | -51.85 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 342,121 | -6.53 | 19,070 | -5.10 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 228,353 | -10.21 | 12,728 | -11.07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 577,630 | -19.93 | 32,197 | -20.70 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 10,650 | -8.97 | 594 | -9.88 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 12,936 | 2.62 | 717 | 2.58 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 14,621 | 1.48 | 815 | 0.49 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 15,632 | 1 | ||||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 22,250 | 0.00 | 1,240 | -0.96 |
